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Ishares Expanded Tech Sector (IGM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,096,238 from 2,102,124
Change-5,886 (0%)
Value$354.3M (+$10.5M)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares902,696 from 933,207
Change-30,511 (-3%)
Value$152.6M (-$62.2K)
Filed 2026-10-30
WestEnd Advisors, LLC
DECREASED
Shares708,110 from 714,852
Change-6,742 (-1%)
Value$119.7M (+$2.8M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares480,538 from 480,102
Change+436 (+0%)
Value$81.2M (+$2.7M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares357,260 from 404,890
Change-47,630 (-12%)
Value$60.4M (-$5.8M)
Filed 2026-11-03
Legacy Financial Strategies, LLC
INCREASED
Shares260,734 from 255,742
Change+4,992 (+2%)
Value$44.1M (+$2.2M)
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares229,088 from 229,127
Change-39 (0%)
Value$38.7M (+$1.2M)
Filed 2026-11-04
Seven Bridges Advisors LLC
INCREASED
Shares153,465 from 121,642
Change+31,823 (+26%)
Value$25.9M (+$6.0M)
Filed 2026-10-07
Exchange Traded Concepts, LLC
INCREASED
Shares147,889 from 144,540
Change+3,349 (+2%)
Value$25.0M (+$1.4M)
Filed 2026-10-28
White Lighthouse Investment Management Inc.
INCREASED
Shares132,563 from 128,824
Change+3,739 (+3%)
Value$22.4M (+$1.3M)
Filed 2026-10-21
Bailard, Inc.
DECREASED
Shares129,139 from 131,527
Change-2,388 (-2%)
Value$21.8M (+$314.5K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares108,030 from 107,390
Change+640 (+1%)
Value$18.3M (+$694.5K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares106,503 from 105,421
Change+1,082 (+1%)
Value$18.0M (+$758.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares106,122 from 104,438
Change+1,684 (+2%)
Value$17.9K (-$17.1M)
Filed 2026-11-02
Shira Ridge Wealth Management
DECREASED
Shares99,967 from 106,089
Change-6,122 (-6%)
Value$16.9M (-$455.7K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
DECREASED
Shares99,045 from 100,908
Change-1,863 (-2%)
Value$16.7M (+$236.0K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares97,707 from 100,478
Change-2,771 (-3%)
Value$16.5M (+$80.2K)
Filed 2026-10-23
Decker Wealth Management LLC
DECREASED
Shares93,948 from 100,285
Change-6,337 (-6%)
Value$15.9M (-$523.6K)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
DECREASED
Shares92,307 from 101,456
Change-9,149 (-9%)
Value$15.6M (-$992.6K)
Filed 2026-10-16
Fairscale Capital, LLC
DECREASED
Shares85,433 from 86,158
Change-725 (-1%)
Value$13.0M (-$1.1M)
Filed 2026-11-04
WealthBridge Capital Management, LLC
DECREASED
Shares65,256 from 66,166
Change-910 (-1%)
Value$11.0M (+$207.4K)
Filed 2026-10-16
Integrity Investment Advisors, LLC
INCREASED
Shares59,149 from 56,836
Change+2,313 (+4%)
Value$10.0M (+$701.4K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares58,420 from 58,381
Change+39 (+0%)
Value$9.9M (+$325.4K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares58,322 from 57,165
Change+1,157 (+2%)
Value$9.9M (+$507.0K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares55,337 from 55,973
Change-636 (-1%)
Value$9.4M (+$198.1K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares50,712 from 40,505
Change+10,207 (+25%)
Value$8.6M (+$1.9M)
Filed 2026-11-02
Midland Wealth Advisors, LLC
DECREASED
Shares46,931 from 49,955
Change-3,024 (-6%)
Value$7.9M (-$238.4K)
Filed 2026-10-26
Acima Private Wealth, LLC
UNCHANGED
Shares43,740 from 43,740
Change0 (0%)
Value$7.4M (+$238.8K)
Filed 2026-10-05
Creative Planning
INCREASED
Shares41,758 from 41,294
Change+464 (+1%)
Value$7.1M (+$304.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares39,078 from 24,176
Change+14,902 (+62%)
Value$6.7M (+$2.8M)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares38,619 from 38,779
Change-160 (0%)
Value$6.5M (+$184.7K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares35,347 from 59,498
Change-24,151 (-41%)
Value$6.0M (-$3.8M)
Filed 2026-10-16
Meridian Investment Counsel Inc.
DECREASED
Shares35,157 from 35,257
Change-100 (0%)
Value$5.9M (+$175.6K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares33,611 from 33,162
Change+449 (+1%)
Value$5.7M (+$257.0K)
Filed 2026-10-14
Keystone Global Partners, LLC
INCREASED
Shares31,373 from 28,003
Change+3,370 (+12%)
Value$5.3M (+$722.6K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares30,885 from 29,591
Change+1,294 (+4%)
Value$5.2M (+$380.5K)
Filed 2026-11-05
Paragon Advisors, LLC
DECREASED
Shares29,532 from 38,366
Change-8,834 (-23%)
Value$5.0M (-$1.3M)
Filed 2026-11-03
Journey Beyond Wealth, LLC
INCREASED
Shares27,473 from 27,273
Change+200 (+1%)
Value$4.6M (+$182.7K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
DECREASED
Shares27,010 from 46,640
Change-19,630 (-42%)
Value$4.6M (-$3.1M)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares26,933 from 26,940
Change-7 (0%)
Value$4.6M (+$145.9K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares23,997 from 24,509
Change-512 (-2%)
Value$4.1M (+$137.6K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares23,713 from 25,866
Change-2,153 (-8%)
Value$4.0M (-$222.8K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares23,270 from 22,140
Change+1,130 (+5%)
Value$3.9M (+$311.9K)
Filed 2026-11-05
Sheets Smith Wealth Management
DECREASED
Shares22,157 from 24,912
Change-2,755 (-11%)
Value$3.7M (-$329.7K)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares21,488 from 22,617
Change-1,129 (-5%)
Value$3.6K (-$3.7M)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares19,107 from 19,346
Change-239 (-1%)
Value$3.2M (+$65.2K)
Filed 2026-10-15
BXM Wealth LLC
UNCHANGED
Shares17,572 from 17,572
Change0 (0%)
Value$3.0M (+$95.9K)
Filed 2026-11-03
William John Sempolinski
DECREASED
Shares16,886 from 18,468
Change-1,582 (-9%)
Value$2.9M (-$166.6K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares16,772 from 16,442
Change+330 (+2%)
Value$2.8M (+$145.6K)
Filed 2026-10-08
Shelton Wealth Management, LLC
DECREASED
Shares16,336 from 16,501
Change-165 (-1%)
Value$2.8M (+$62.2K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares15,418 from 15,416
Change+2 (+0%)
Value$2.6M (+$84.6K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares15,105 from 1,913
Change+13,192 (+690%)
Value$2.6M (+$2.2M)
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED
Shares14,818 from 14,830
Change-12 (0%)
Value$2.5M (+$79.0K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares14,681 from 6,773
Change+7,908 (+117%)
Value$2.5M (+$1.4M)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares13,917 from 13,917
Change0 (0%)
Value$2.4M (+$76.0K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares13,678 from 12,493
Change+1,185 (+9%)
Value$2.3M (+$268.5K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares13,644 from 13,335
Change+309 (+2%)
Value$2.2M (+$226.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares13,644 from 13,335
Change+309 (+2%)
Value$2.2M (+$226.3K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares13,587 from 12,513
Change+1,074 (+9%)
Value$2.3M (+$249.9K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
DECREASED
Shares13,447 from 13,500
Change-53 (0%)
Value$2.3M (+$64.8K)
Filed 2026-11-05
Clarity Wealth Advisors, LLC
DECREASED
Shares12,958 from 14,587
Change-1,629 (-11%)
Value$2.2M (-$195.7K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares12,724 from 11,034
Change+1,690 (+15%)
Value$2.2M (+$384.7K)
Filed 2026-10-20
Security Financial Services, Inc.
DECREASED
Shares11,899 from 12,608
Change-709 (-6%)
Value$2.0M (-$51.0K)
Filed 2026-10-29
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares11,826 from 11,826
Change0 (0%)
Value$2.0K (+$65)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares10,853 from 13,783
Change-2,930 (-21%)
Value$1.8M (-$420.0K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares10,636 from 10,282
Change+354 (+3%)
Value$1.8M (+$116.0K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED
Shares10,195 from 13,142
Change-2,947 (-22%)
Value$1.6M (-$499.9K)
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares10,144 from 10,143
Change+1 (+0%)
Value$1.7M (+$55.5K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares9,725 from 8,943
Change+782 (+9%)
Value$1.6M (+$181.1K)
Filed 2026-10-09
Cypress Wealth Services, LLC
DECREASED
Shares9,264 from 9,364
Change-100 (-1%)
Value$1.6M (+$81.9K)
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares9,194 from 4,597
Change+4,597 (+100%)
Value$1.6M (+$802.2K)
Filed 2026-11-05
Avestar Capital, LLC
DECREASED
Shares9,183 from 9,292
Change-109 (-1%)
Value$1.6M (+$32.3K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares9,183 from 9,210
Change-27 (0%)
Value$1.6M (+$45.7K)
Filed 2026-10-28
Harrell Investment Partners, LLC
DECREASED
Shares9,176 from 9,620
Change-444 (-5%)
Value$1.6M (-$22.4K)
Filed 2026-10-15
Unique Wealth, LLC
DECREASED
Shares9,143 from 9,145
Change-2 (0%)
Value$1.5M (+$49.6K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
DECREASED
Shares8,940 from 12,140
Change-3,200 (-26%)
Value$1.5M (-$474.6K)
Filed 2026-10-21
Beacon Financial Group
DECREASED
Shares8,431 from 8,594
Change-163 (-2%)
Value$1.4M (+$19.4K)
Filed 2026-10-19
Kearns & Associates LLC
UNCHANGED
Shares8,226 from 8,226
Change0 (0%)
Value$1.4M (+$44.9K)
Filed 2026-10-09
Ascent Group, LLC
DECREASED
Shares7,615 from 7,931
Change-316 (-4%)
Value$1.3M (-$10.1K)
Filed 2026-10-30
Founders Financial Securities LLC
DECREASED
Shares7,529 from 7,575
Change-46 (-1%)
Value$1.3M (+$33.6K)
Filed 2026-10-28
Kennedy Investment Group, Inc.
DECREASED
Shares7,501 from 7,629
Change-128 (-2%)
Value$1.3M (+$20.1K)
Filed 2026-10-21
Vise Technologies, Inc.
DECREASED
Shares7,449 from 7,814
Change-365 (-5%)
Value$1.3M (-$19.0K)
Filed 2026-10-29
Embree Financial Group
INCREASED
Shares7,398 from 7,396
Change+2 (+0%)
Value$1.3M (+$40.7K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares7,126 from 6,360
Change+766 (+12%)
Value$1.2M (+$164.2K)
Filed 2026-10-23
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares7,110 from 7,110
Change0 (0%)
Value$1.2M (+$38.0K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares7,069 from 7,069
Change0 (0%)
Value$1.2M (+$38.6K)
Filed 2026-10-27
Citizens National Bank Trust Department
DECREASED
Shares7,026 from 7,094
Change-68 (-1%)
Value$1.2M (+$27.2K)
Filed 2026-11-04
HUB Investment Partners, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.2M (+$38.3K)
Filed 2026-11-03
Harmony Asset Management LLC
DECREASED
Shares6,862 from 9,369
Change-2,507 (-27%)
Value$1.2M (-$372.7K)
Filed 2026-10-20
Rare Wolf Capital LLC
UNCHANGED
Shares6,474 from 6,474
Change0 (0%)
Value$1.1M (+$35.3K)
Filed 2026-10-20
Mystic Asset Management, Inc.
DECREASED
Shares6,392 from 6,416
Change-24 (0%)
Value$1.1M (+$31.0K)
Filed 2026-10-15
Asempa Wealth Advisors
UNCHANGED
Shares6,372 from 6,372
Change0 (0%)
Value$1.1M (+$42.5K)
Filed 2026-10-07
Northstar Asset Management Co
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$1.0M (+$67.6K)
Filed 2026-10-22
Sawgrass Asset Management LLC
DECREASED
Shares6,287 from 6,325
Change-38 (-1%)
Value$1.1M (+$28.1K)
Filed 2026-11-03
Capital Investment Advisors, LLC
UNCHANGED
Shares6,162 from 6,162
Change0 (0%)
Value$1.0M (+$33.6K)
Filed 2026-10-22
Retirement Planning Co of New England, Inc.
DECREASED
Shares6,146 from 6,245
Change-99 (-2%)
Value$1.0M (+$17.3K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares6,106 from 5,929
Change+177 (+3%)
Value$1.0K (+$62)
Filed 2026-10-27
Compound Planning, Inc.
UNCHANGED
Shares6,078 from 6,078
Change0 (0%)
Value$1.0M (+$33.2K)
Filed 2026-11-05
Financial Planning Hawaii, Inc.
UNCHANGED
Shares6,012 from 6,012
Change0 (0%)
Value$1.0M (+$32.8K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares5,979 from 5,871
Change+108 (+2%)
Value$1.0M (+$50.3K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares5,959
Change+5,959
Value$1.0M
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares5,828 from 5,828
Change0 (0%)
Value$985.2K (+$31.8K)
Filed 2026-10-19
Eastern Bank
DECREASED
Shares5,820 from 5,906
Change-86 (-1%)
Value$983.8K (+$17.7K)
Filed 2026-10-05
CFS Investment Advisory Services, LLC
DECREASED
Shares5,772 from 5,784
Change-12 (0%)
Value$1.0M (+$98.3K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,703 from 5,579
Change+124 (+2%)
Value$964.1K (+$51.5K)
Filed 2026-10-14
Tandem Capital Management Corp
DECREASED
Shares5,643 from 5,823
Change-180 (-3%)
Value$953.9K (+$1.4K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares5,613 from 5,405
Change+208 (+4%)
Value$948.8K (+$64.7K)
Filed 2026-10-16
Tufton Capital Management
UNCHANGED
Shares5,575 from 5,575
Change0 (0%)
Value$942 (-$910.1K)
Filed 2026-10-20
Schmidt P J Investment Management Inc
INCREASED
Shares5,525 from 5,415
Change+110 (+2%)
Value$934.0K (+$48.2K)
Filed 2026-11-02
TSA Wealth Managment LLC
UNCHANGED
Shares5,478 from 5,478
Change0 (0%)
Value$926.0K (+$29.9K)
Filed 2026-10-22
Guidance Point Advisors, LLC
INCREASED
Shares5,415 from 4,869
Change+546 (+11%)
Value$915.8K (+$119.1K)
Filed 2026-10-15
Horst & Graben Wealth Management LLC
DECREASED
Shares5,319 from 5,349
Change-30 (-1%)
Value$899.1K (+$37.9K)
Filed 2026-11-02
First Horizon Corp
UNCHANGED
Shares5,139 from 5,139
Change0 (0%)
Value$868.7K (+$28.1K)
Filed 2026-10-26
Ridgeline Wealth, LLC
DECREASED
Shares4,889 from 4,890
Change-1 (0%)
Value$833.0K (+$33.0K)
Filed 2026-10-14
St. Johns Investment Management Company, LLC
DECREASED
Shares4,854 from 4,918
Change-64 (-1%)
Value$820.5K (+$16.0K)
Filed 2026-10-30
Strategic Blueprint, LLC
DECREASED
Shares4,853 from 4,902
Change-49 (-1%)
Value$820.4K (+$18.5K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,625 from 4,686
Change-61 (-1%)
Value$781.8K (+$15.3K)
Filed 2026-10-23
Grandview Asset Management LLC
DECREASED
Shares4,552 from 5,129
Change-577 (-11%)
Value$769.4K (-$69.6K)
Filed 2026-10-19
Southland Equity Partners LLC
UNCHANGED
Shares4,405 from 4,405
Change0 (0%)
Value$744.6K (+$24.1K)
Filed 2026-10-14
Iams Wealth Management, LLC
NEW
Shares4,351
Change+4,351
Value$735.5K
Filed 2026-10-15
Cape Investment Advisory, Inc.
INCREASED
Shares4,318 from 4,292
Change+26 (+1%)
Value$729.9K (+$27.8K)
Filed 2026-10-13
Family Office Research LLC
DECREASED
Shares4,274 from 4,459
Change-185 (-4%)
Value$722.6K (-$6.7K)
Filed 2026-10-14
Capital Wealth Alliance, LLC
DECREASED
Shares4,165 from 4,559
Change-394 (-9%)
Value$704.1K (-$41.7K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares3,904 from 4,382
Change-478 (-11%)
Value$659.9K (-$56.9K)
Filed 2026-10-13
4J Wealth Management LLC
UNCHANGED
Shares3,834 from 3,834
Change0 (0%)
Value$648.1K (+$20.9K)
Filed 2026-11-02
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares3,822 from 3,822
Change0 (0%)
Value$608.1K (-$8.1K)
Filed 2026-10-28
Patten Group, Inc.
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$633.9K (+$20.5K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares3,543 from 3,793
Change-250 (-7%)
Value$598.9K (-$21.6K)
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$587.8K (+$19.0K)
Filed 2026-10-19
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares3,474 from 3,582
Change-108 (-3%)
Value$587.2K (+$1.2K)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares3,392 from 3,198
Change+194 (+6%)
Value$573.3K (+$50.1K)
Filed 2026-10-28
Venture Visionary Partners LLC
UNCHANGED
Shares3,390 from 3,390
Change0 (0%)
Value$573.0K (+$18.5K)
Filed 2026-10-07
Claro Advisors Inc.
DECREASED
Shares3,370 from 3,545
Change-175 (-5%)
Value$569.7K (-$10.2K)
Filed 2026-11-02
Legacy Advisors, LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$557.8K (+$18.0K)
Filed 2026-10-19
TPG Advisors LLC
UNCHANGED
Shares3,288 from 3,288
Change0 (0%)
Value$555.8K (+$18.0K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares3,281 from 3,197
Change+84 (+3%)
Value$554.6K (+$31.7K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
DECREASED
Shares3,231 from 3,247
Change-16 (0%)
Value$546.2K (+$15.0K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares3,203 from 3,169
Change+34 (+1%)
Value$541.5K (+$23.2K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares3,192 from 3,207
Change-15 (0%)
Value$539.6K (+$15.0K)
Filed 2026-10-13
GLR Partners, LLC
DECREASED
Shares3,181 from 3,183
Change-2 (0%)
Value$537.7K (+$17.0K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
INCREASED
Shares3,137 from 3,108
Change+29 (+1%)
Value$530.3K (+$21.9K)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
UNCHANGED
Shares2,862 from 2,862
Change0 (0%)
Value$483.8K (+$15.6K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares2,858 from 3,185
Change-327 (-10%)
Value$483.0K (-$38.0K)
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$475.0K (+$15.3K)
Filed 2026-10-26
Peck Wealth Management, LLC
UNCHANGED
Shares2,776 from 2,776
Change0 (0%)
Value$469.2K (+$15.2K)
Filed 2026-10-29
Cullen T Bankers, Inc.
DECREASED
Shares2,763 from 2,808
Change-45 (-2%)
Value$467.1K (+$7.8K)
Filed 2026-10-28
Scott & Selber, Inc.
UNCHANGED
Shares2,646 from 2,646
Change0 (0%)
Value$447.3K (+$14.4K)
Filed 2026-10-21
Global Financial Private Client, LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$444.9K (+$14.4K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares2,605 from 2,604
Change+1 (+0%)
Value$440.3K (+$14.2K)
Filed 2026-10-08
First International Bank of Israel Ltd.
NEW
Shares2,591
Change+2,591
Value$275.9K
Filed 2026-11-04
Bank of New Hampshire
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$436.1K (+$14.1K)
Filed 2026-10-06
Kathmere Capital Management, LLC
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$436.1K (+$14.1K)
Filed 2026-10-20
Aries Wealth Management
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$422.6K (+$13.7K)
Filed 2026-10-23
Ring Mountain Capital, LLC
DECREASED
Shares2,445 from 2,520
Change-75 (-3%)
Value$413.3K (+$1.1K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares2,353 from 1,666
Change+687 (+41%)
Value$397.8K (+$125.3K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares2,331 from 3,593
Change-1,262 (-35%)
Value$394.0K (-$193.8K)
Filed 2026-10-28
Harbour Trust & Investment Management Co
UNCHANGED
Shares2,262 from 2,262
Change0 (0%)
Value$382.4K (+$12.4K)
Filed 2026-10-28
McGrath & Associates, Inc.
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$382.1K (+$12.3K)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares2,211 from 2,197
Change+14 (+1%)
Value$376.5K (+$22.7K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares2,208 from 2,214
Change-6 (0%)
Value$373.2K (+$11.1K)
Filed 2026-11-05
Westside Investment Management, Inc.
DECREASED
Shares2,200 from 2,400
Change-200 (-8%)
Value$371.9K (-$20.7K)
Filed 2026-11-02
Calamos Wealth Management LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$355.0K (+$11.5K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$349.9K (+$11.3K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$348.9K (+$11.3K)
Filed 2026-11-05
Great Waters Wealth Management
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$342.8K (+$11.1K)
Filed 2026-10-07
Middleton & Co Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$338.1K (+$10.9K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares1,996 from 2,006
Change-10 (0%)
Value$339.8K (+$17.0K)
Filed 2026-10-16
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$336.1K (+$10.9K)
Filed 2026-10-27
GEM Asset Management, LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$327.1K (+$10.6K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
INCREASED
Shares1,918 from 1,917
Change+1 (+0%)
Value$324.2K (+$10.6K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares1,866 from 1,757
Change+109 (+6%)
Value$315 (+$28)
Filed 2026-10-02
Brighton Jones LLC
UNCHANGED
Shares1,854 from 1,854
Change0 (0%)
Value$313.4K (+$10.2K)
Filed 2026-11-03
Blankinship & Foster, LLC
UNCHANGED
Shares1,847 from 1,847
Change0 (0%)
Value$312.2K (+$10.1K)
Filed 2026-10-19
Gouws Capital LLC
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$310.2K (+$10.0K)
Filed 2026-10-09
Klingman & Associates, LLC
UNCHANGED
Shares1,821 from 1,821
Change0 (0%)
Value$307.8K (+$9.9K)
Filed 2026-10-20
1900 Wealth Management LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$304.3K (+$9.8K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$313.5K (+$23.7K)
Filed 2026-10-09
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$304.3K (+$9.8K)
Filed 2026-10-21
Sierra Summit Advisors LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$304.3K (+$9.8K)
Filed 2026-10-28
Shepherd Financial Partners LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$304.3K (+$9.8K)
Filed 2026-11-03
Eagle Strategies LLC
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$295.3K (+$9.5K)
Filed 2026-10-16
High Point Wealth Management, LLC
DECREASED
Shares1,729 from 2,728
Change-999 (-37%)
Value$292.2K (-$154.1K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
DECREASED
Shares1,723 from 1,731
Change-8 (0%)
Value$271.2K (+$4.4K)
Filed 2026-10-27
KCM Investment Advisors LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$284.0K (+$9.2K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
DECREASED
Shares1,645 from 1,684
Change-39 (-2%)
Value$278.1K (+$2.6K)
Filed 2026-10-05
Waystone Advisors LLC
UNCHANGED
Shares1,642 from 1,642
Change0 (0%)
Value$268.6K ($0)
Filed 2026-10-16
W Advisors, LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$277.2K (+$9.0K)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares1,618 from 3,811
Change-2,193 (-58%)
Value$273.5K (-$349.9K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
NEW
Shares1,614
Change+1,614
Value$272.8K
Filed 2026-10-26
Financial Insights, Inc.
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$268.6K (+$8.7K)
Filed 2026-10-27
NovaPoint Capital, LLC
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$261.7K (+$8.5K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
NEW
Shares1,516
Change+1,516
Value$256.3K
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares1,508 from 1,507
Change+1 (+0%)
Value$259.5K (+$12.9K)
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares1,505 from 1,504
Change+1 (+0%)
Value$254.4K (+$8.3K)
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares1,504 from 1,631
Change-127 (-8%)
Value$254.2K (-$12.6K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$252.2K (+$8.1K)
Filed 2026-11-03
Focus Financial Network, Inc.
NEW
Shares1,468
Change+1,468
Value$248.2K
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$245.1K (+$7.9K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares1,439 from 1,325
Change+114 (+9%)
Value$243.2K (+$26.5K)
Filed 2026-10-30
NWF Advisory Services Inc.
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$242.8K (+$7.9K)
Filed 2026-10-19
Fortune Financial Group, Inc.
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$241.4K (+$7.8K)
Filed 2026-10-22
Appleton Partners Inc
DECREASED
Shares1,410 from 1,425
Change-15 (-1%)
Value$238 (-$232.8K)
Filed 2026-10-30
Garde Capital, Inc.
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$238.3K (+$7.7K)
Filed 2026-10-29
Milestones Private Investment Advisors LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$238.3K (+$7.7K)
Filed 2026-10-19
Signature Equity Partners, LLC
DECREASED
Shares1,388 from 1,443
Change-55 (-4%)
Value$234.7K (-$1.4K)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED
Shares1,382 from 1,953
Change-571 (-29%)
Value$233.6K (-$85.9K)
Filed 2026-10-21
Facet Wealth, Inc.
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$230.4K (+$7.4K)
Filed 2026-11-04
Ignite Planners, LLC
DECREASED
Shares1,362 from 1,703
Change-341 (-20%)
Value$230.3K (-$48.3K)
Filed 2026-10-14
Capital Asset Advisory Services LLC
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$209.9K (-$9.0K)
Filed 2026-10-30
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares1,332 from 1,253
Change+79 (+6%)
Value$225.2K (+$20.2K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares1,306 from 1,373
Change-67 (-5%)
Value$220.7K (-$3.9K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares1,304 from 1,389
Change-85 (-6%)
Value$220.5K (-$6.7K)
Filed 2026-10-30
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$218.1K (+$7.0K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$211.5K (+$6.8K)
Filed 2026-10-21
First Nebraska Trust Co
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$211.3K (+$6.8K)
Filed 2026-10-30
RFG Advisory, LLC
NEW
Shares1,215
Change+1,215
Value$205.3K
Filed 2026-11-03
Parsons Capital Management Inc
NEW
Shares1,200
Change+1,200
Value$202.8K
Filed 2026-10-28
Milestone Asset Management Group, LLC
NEW
Shares1,200
Change+1,200
Value$202.8K
Filed 2026-10-20
Howard Capital Management, LLC
NEW
Shares1,186
Change+1,186
Value$200.5K
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares1,163
Change+1,163
Value$196.7K
Filed 2026-10-27
Elevation Wealth Partners, LLC
DECREASED
Shares1,053 from 1,062
Change-9 (-1%)
Value$178.0K (+$4.3K)
Filed 2026-10-07
Allspring Global Investments Holdings, LLC
INCREASED
Shares999 from 767
Change+232 (+30%)
Value$170.1K (+$49.3K)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$162.3K (+$5.2K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares956 from 930
Change+26 (+3%)
Value$161.6K (+$9.5K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$126.8K (+$4.1K)
Filed 2026-10-13
United Community Bank
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$121.7K (+$3.9K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares702 from 639
Change+63 (+10%)
Value$118.7K (+$14.1K)
Filed 2026-11-03
Y.D. More Investments Ltd
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$100.4K (+$3.3K)
Filed 2026-11-02
Tower View Wealth Management LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$95.5K (+$3.1K)
Filed 2026-10-23
Navigoe, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$91.0K (+$3.0K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares507 from 506
Change+1 (+0%)
Value$85.6K (+$2.8K)
Filed 2026-10-20
Nemes Rush Group LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$80.5K (+$2.6K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares465 from 568
Change-103 (-18%)
Value$78.6K (-$14.3K)
Filed 2026-10-30
Bell Investment Advisors, Inc
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$65.8K (+$2.1K)
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$62.9K (+$2.0K)
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares317
Change+317
Value$53.6K
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares314 from 229
Change+85 (+37%)
Value$53.1K (+$15.6K)
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares312 from 456
Change-144 (-32%)
Value$52.7K (-$21.9K)
Filed 2026-11-02
Avion Wealth
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$52.0K (+$52.0K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares308 from 507
Change-199 (-39%)
Value$52.1K (-$30.9K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
NEW
Shares267
Change+267
Value$45.1K
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$43.6K (+$1.4K)
Filed 2026-11-02
Kozak & Associates, Inc.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$41.5K (+$609)
Filed 2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$40.1K (+$1.3K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$38.7K (+$1.3K)
Filed 2026-10-28
Oakworth Capital, Inc.
DECREASED
Shares210 from 300
Change-90 (-30%)
Value$35.5K (-$12.8K)
Filed 2026-10-26
Trust Co of Vermont
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$35.5K (+$1.1K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares199 from 177
Change+22 (+12%)
Value$33.6K (+$4.7K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares183 from 92
Change+91 (+99%)
Value$30.9K (+$15.9K)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$26.9K (+$871)
Filed 2026-11-05
Private Wealth Management Group, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$26.5K (+$857)
Filed 2026-10-19
Biltmore Family Office, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$23.3K (+$754)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares129 from 136
Change-7 (-5%)
Value$21.8K (-$441)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$21.1K (+$682)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$20.4K (+$664)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$19.3K (+$623)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$18.6K (+$601)
Filed 2026-10-20
BankChampaign, National Association
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$14.7K (+$475)
Filed 2026-10-19
Lanark Financial, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$14.7K (+$475)
Filed 2026-10-26
First United Bank & Trust
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$14.0K (+$453)
Filed 2026-10-22
Hager Investment Management Services, LLC
INCREASED
Shares78 from 28
Change+50 (+179%)
Value$13.2K (+$8.6K)
Filed 2026-11-04
Realta Investment Advisors
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$13.2K (+$426)
Filed 2026-10-14
Adirondack Trust Co
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$12.2K (+$393)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares69 from 21
Change+48 (+229%)
Value$11.7K (+$8.2K)
Filed 2026-11-03
Pioneer Family Office, LLC
INCREASED
Shares66 from 60
Change+6 (+10%)
Value$11.1K (+$1.4K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares57 from 101
Change-44 (-44%)
Value$9.6K (-$6.9K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$7.9K (+$259)
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$7.6K (+$245)
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$6.9K (+$224)
Filed 2026-10-06
GK Wealth Management LLC
NEW
Shares29
Change+29
Value$4.9K
Filed 2026-10-09
Go Invest LLC
INCREASED
Shares26 from 24
Change+2 (+8%)
Value$4.3K (+$353)
Filed 2026-10-09
Mather Group, Llc.
NEW
Shares22
Change+22
Value$3.7K
Filed 2026-10-14
Alta Capital Management LLC/
NEW
Shares12
Change+12
Value$2.0K
Filed 2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$339 (+$11)
Filed 2026-10-23
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 41,725
Change-41,725 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-04
VMS Asset Management Limited
CLOSED
Shares0 from 41,725
Change-41,725 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-15
Avior Wealth Management, LLC
CLOSED
Shares0 from 33,917
Change-33,917 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-13
SteelPeak Wealth, LLC
CLOSED
Shares0 from 16,928
Change-16,928 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-16
Trilogy Capital Inc.
CLOSED
Shares0 from 8,615
Change-8,615 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-20
Belvedere Trading LLC
CLOSED
Shares0 from 7,818
Change-7,818 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Saxon Interests, Inc.
CLOSED
Shares0 from 4,902
Change-4,902 (-100%)
Value$0 (-$801.9K)
Filed 2026-10-26
Prospera Financial Services Inc
CLOSED
Shares0 from 1,882
Change-1,882 (-100%)
Value$0 (-$308.0K)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 1,495
Change-1,495 (-100%)
Value$0 (-$244.6K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,489
Change-1,489 (-100%)
Value$0 (-$243.6K)
Filed 2026-10-26
Howard Financial Services, Ltd.
CLOSED
Shares0 from 1,392
Change-1,392 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,338
Change-1,338 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-21
Certior Financial Group, LLC
CLOSED
Shares0 from 1,299
Change-1,299 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-19
Tctc Holdings, LLC
CLOSED
Shares0 from 1,233
Change-1,233 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$85.4K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$63.1K)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$51.5K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$25.2K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$14.4K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-13
Bokf, NA
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-27
Stone House Investment Management, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 3,232,078
Change-3,232,078 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,351,927
Change-2,351,927 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,659,888
Change-1,659,888 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,655,001
Change-1,655,001 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,358,497
Change-1,358,497 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,194,984
Change-1,194,984 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 944,121
Change-944,121 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 913,067
Change-913,067 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 873,191
Change-873,191 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 695,523
Change-695,523 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 603,056
Change-603,056 (-100%)
Value—
Gray Foundation
N/A
Shares— from 559,116
Change-559,116 (-100%)
Value—
UBS Group AG
N/A
Shares— from 541,084
Change-541,084 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 523,630
Change-523,630 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 446,206
Change-446,206 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 413,258
Change-413,258 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 341,472
Change-341,472 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 327,192
Change-327,192 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 282,184
Change-282,184 (-100%)
Value—
FIL Ltd
N/A
Shares— from 257,300
Change-257,300 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 254,167
Change-254,167 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 243,168
Change-243,168 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 225,825
Change-225,825 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 184,430
Change-184,430 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 153,650
Change-153,650 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 145,612
Change-145,612 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 123,235
Change-123,235 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 119,676
Change-119,676 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 109,692
Change-109,692 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 105,670
Change-105,670 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 101,013
Change-101,013 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 93,447
Change-93,447 (-100%)
Value—
&partners
N/A
Shares— from 89,756
Change-89,756 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 75,801
Change-75,801 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 74,533
Change-74,533 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 70,638
Change-70,638 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 70,435
Change-70,435 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 69,486
Change-69,486 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 62,863
Change-62,863 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 61,354
Change-61,354 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 58,690
Change-58,690 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 56,977
Change-56,977 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 51,531
Change-51,531 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 51,524
Change-51,524 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 47,588
Change-47,588 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47,383
Change-47,383 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 45,452
Change-45,452 (-100%)
Value—
FMR LLC
N/A
Shares— from 44,353
Change-44,353 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 40,369
Change-40,369 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,769
Change-38,769 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 38,509
Change-38,509 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 38,384
Change-38,384 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 35,571
Change-35,571 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 34,297
Change-34,297 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 30,172
Change-30,172 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,403
Change-29,403 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 27,847
Change-27,847 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 27,754
Change-27,754 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 27,486
Change-27,486 (-100%)
Value—
Stephens Inc
N/A
Shares— from 26,748
Change-26,748 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 25,733
Change-25,733 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,593
Change-25,593 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 25,447
Change-25,447 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,194
Change-24,194 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 24,055
Change-24,055 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 23,651
Change-23,651 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 23,580
Change-23,580 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 22,194
Change-22,194 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 21,506
Change-21,506 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 20,556
Change-20,556 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,381
Change-20,381 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 19,932
Change-19,932 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 19,417
Change-19,417 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 19,416
Change-19,416 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 19,177
Change-19,177 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 17,492
Change-17,492 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 17,302
Change-17,302 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 17,033
Change-17,033 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,513
Change-16,513 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,509
Change-16,509 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 16,111
Change-16,111 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 15,189
Change-15,189 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 15,120
Change-15,120 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,874
Change-14,874 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 14,336
Change-14,336 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 14,318
Change-14,318 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,096
Change-14,096 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 13,987
Change-13,987 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 13,888
Change-13,888 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 13,553
Change-13,553 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 12,059
Change-12,059 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 11,624
Change-11,624 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,543
Change-11,543 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,206
Change-11,206 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,135
Change-11,135 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,782
Change-10,782 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,479
Change-10,479 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,569
Change-9,569 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,396
Change-9,396 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 9,213
Change-9,213 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 8,635
Change-8,635 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 6,238
Change-6,238 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,965
Change-5,965 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,688
Change-5,688 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Motco
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
EQ LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 894
Change-894 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Central Trust Co
N/A
Shares— from 816
Change-816 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 774
Change-774 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 755
Change-755 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 700
Change-700 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 650
Change-650 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 438
Change-438 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Bayban
N/A
Shares— from 383
Change-383 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 301
Change-301 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 240
Change-240 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 53
Change-53 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 51
Change-51 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11
Change-11 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5
Change-5 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Signature Estate & Investment Advisors LLC
DECREASED2,096,2382,102,124-5,8860%$343.9M$354.3M+$10.5M2026-10-13
Truist Financial Corp
DECREASED902,696933,207-30,511-3%$152.7M$152.6M-$62.2K2026-10-30
WestEnd Advisors, LLC
DECREASED708,110714,852-6,742-1%$116.9M$119.7M+$2.8M2026-10-27
Commonwealth Equity Services, LLC
INCREASED480,538480,102+436+0%$78.5M$81.2M+$2.7M2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED357,260404,890-47,630-12%$66.2M$60.4M-$5.8M2026-11-03
Legacy Financial Strategies, LLC
INCREASED260,734255,742+4,992+2%$41.8M$44.1M+$2.2M2026-10-15
Lido Advisors, LLC
DECREASED229,088229,127-390%$37.5M$38.7M+$1.2M2026-11-04
Seven Bridges Advisors LLC
INCREASED153,465121,642+31,823+26%$19.9M$25.9M+$6.0M2026-10-07
Exchange Traded Concepts, LLC
INCREASED147,889144,540+3,349+2%$23.6M$25.0M+$1.4M2026-10-28
White Lighthouse Investment Management Inc.
INCREASED132,563128,824+3,739+3%$21.1M$22.4M+$1.3M2026-10-21
Bailard, Inc.
DECREASED129,139131,527-2,388-2%$21.5M$21.8M+$314.5K2026-10-13
Assetmark, Inc
INCREASED108,030107,390+640+1%$17.6M$18.3M+$694.5K2026-10-21
HB Wealth Management, LLC
INCREASED106,503105,421+1,082+1%$17.2M$18.0M+$758.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED106,122104,438+1,684+2%$17.1M$17.9K-$17.1M2026-11-02
Shira Ridge Wealth Management
DECREASED99,967106,089-6,122-6%$17.4M$16.9M-$455.7K2026-10-09
Sagespring Wealth Partners, LLC
DECREASED99,045100,908-1,863-2%$16.5M$16.7M+$236.0K2026-10-22
Apollon Wealth Management, LLC
DECREASED97,707100,478-2,771-3%$16.4M$16.5M+$80.2K2026-10-23
Decker Wealth Management LLC
DECREASED93,948100,285-6,337-6%$16.4M$15.9M-$523.6K2026-10-09
Dynamic Wealth Strategies, LLC
DECREASED92,307101,456-9,149-9%$16.6M$15.6M-$992.6K2026-10-16
Fairscale Capital, LLC
DECREASED85,43386,158-725-1%$14.1M$13.0M-$1.1M2026-11-04
WealthBridge Capital Management, LLC
DECREASED65,25666,166-910-1%$10.8M$11.0M+$207.4K2026-10-16
Integrity Investment Advisors, LLC
INCREASED59,14956,836+2,313+4%$9.3M$10.0M+$701.4K2026-11-03
Meridian Wealth Management, LLC
INCREASED58,42058,381+39+0%$9.5M$9.9M+$325.4K2026-11-05
US Bancorp \de\
INCREASED58,32257,165+1,157+2%$9.4M$9.9M+$507.0K2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED55,33755,973-636-1%$9.2M$9.4M+$198.1K2026-10-09
Kestra Advisory Services, LLC
INCREASED50,71240,505+10,207+25%$6.6M$8.6M+$1.9M2026-11-02
Midland Wealth Advisors, LLC
DECREASED46,93149,955-3,024-6%$8.2M$7.9M-$238.4K2026-10-26
Acima Private Wealth, LLC
UNCHANGED43,74043,74000%$7.2M$7.4M+$238.8K2026-10-05
Creative Planning
INCREASED41,75841,294+464+1%$6.8M$7.1M+$304.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED39,07824,176+14,902+62%$3.9M$6.7M+$2.8M2026-10-13
Davenport & Co LLC
DECREASED38,61938,779-1600%$6.3M$6.5M+$184.7K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED35,34759,498-24,151-41%$9.7M$6.0M-$3.8M2026-10-16
Meridian Investment Counsel Inc.
DECREASED35,15735,257-1000%$5.8M$5.9M+$175.6K2026-10-14
Traphagen Investment Advisors LLC
INCREASED33,61133,162+449+1%$5.4M$5.7M+$257.0K2026-10-14
Keystone Global Partners, LLC
INCREASED31,37328,003+3,370+12%$4.6M$5.3M+$722.6K2026-10-13
Bank of New York Mellon Corp
INCREASED30,88529,591+1,294+4%$4.8M$5.2M+$380.5K2026-11-05
Paragon Advisors, LLC
DECREASED29,53238,366-8,834-23%$6.3M$5.0M-$1.3M2026-11-03
Journey Beyond Wealth, LLC
INCREASED27,47327,273+200+1%$4.5M$4.6M+$182.7K2026-11-04
Cadent Capital Advisors, LLC
DECREASED27,01046,640-19,630-42%$7.6M$4.6M-$3.1M2026-10-09
Sowell Financial Services LLC
DECREASED26,93326,940-70%$4.4M$4.6M+$145.9K2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED23,99724,509-512-2%$3.9M$4.1M+$137.6K2026-10-13
Perigon Wealth Management, LLC
DECREASED23,71325,866-2,153-8%$4.2M$4.0M-$222.8K2026-10-22
Fifth Third Bancorp
INCREASED23,27022,140+1,130+5%$3.6M$3.9M+$311.9K2026-11-05
Sheets Smith Wealth Management
DECREASED22,15724,912-2,755-11%$4.1M$3.7M-$329.7K2026-10-16
Park Avenue Securities LLC
DECREASED21,48822,617-1,129-5%$3.7M$3.6K-$3.7M2026-10-26
Atria Investments, Inc
DECREASED19,10719,346-239-1%$3.2M$3.2M+$65.2K2026-10-15
BXM Wealth LLC
UNCHANGED17,57217,57200%$2.9M$3.0M+$95.9K2026-11-03
William John Sempolinski
DECREASED16,88618,468-1,582-9%$3.0M$2.9M-$166.6K2026-10-20
Farther Finance Advisors, LLC
INCREASED16,77216,442+330+2%$2.7M$2.8M+$145.6K2026-10-08
Shelton Wealth Management, LLC
DECREASED16,33616,501-165-1%$2.7M$2.8M+$62.2K2026-10-16
Citizens Financial Group Inc
INCREASED15,41815,416+2+0%$2.5M$2.6M+$84.6K2026-10-23
Y-Intercept (Hong Kong) Ltd
INCREASED15,1051,913+13,192+690%$312.9K$2.6M+$2.2M2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED14,81814,830-120%$2.4M$2.5M+$79.0K2026-10-27
Indivisible Partners
INCREASED14,6816,773+7,908+117%$1.1M$2.5M+$1.4M2026-10-26
Creative Capital Management Investments LLC
UNCHANGED13,91713,91700%$2.3M$2.4M+$76.0K2026-10-28
Sigma Planning Corp
INCREASED13,67812,493+1,185+9%$2.0M$2.3M+$268.5K2026-10-23
Diversify Advisory Services, LLC
INCREASED13,64413,335+309+2%$2.0M$2.2M+$226.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED13,64413,335+309+2%$2.0M$2.2M+$226.3K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED13,58712,513+1,074+9%$2.0M$2.3M+$249.9K2026-11-03
Clifford Swan Investment Counsel LLC
DECREASED13,44713,500-530%$2.2M$2.3M+$64.8K2026-11-05
Clarity Wealth Advisors, LLC
DECREASED12,95814,587-1,629-11%$2.4M$2.2M-$195.7K2026-10-21
Accurate Wealth Management, LLC
INCREASED12,72411,034+1,690+15%$1.8M$2.2M+$384.7K2026-10-20
Security Financial Services, Inc.
DECREASED11,89912,608-709-6%$2.1M$2.0M-$51.0K2026-10-29
Ayalon Insurance Comp Ltd.
UNCHANGED11,82611,82600%$1.9K$2.0K+$652026-10-08
Citigroup Inc
DECREASED10,85313,783-2,930-21%$2.3M$1.8M-$420.0K2026-11-04
Creative Financial Designs Inc
INCREASED10,63610,282+354+3%$1.7M$1.8M+$116.0K2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED10,19513,142-2,947-22%$2.1M$1.6M-$499.9K2026-11-04
Simon Quick Advisors, LLC
INCREASED10,14410,143+1+0%$1.7M$1.7M+$55.5K2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED9,7258,943+782+9%$1.5M$1.6M+$181.1K2026-10-09
Cypress Wealth Services, LLC
DECREASED9,2649,364-100-1%$1.5M$1.6M+$81.9K2026-10-21
Greenspring Advisors, LLC
INCREASED9,1944,597+4,597+100%$752.0K$1.6M+$802.2K2026-11-05
Avestar Capital, LLC
DECREASED9,1839,292-109-1%$1.5M$1.6M+$32.3K2026-10-28
D.A. Davidson & Co.
DECREASED9,1839,210-270%$1.5M$1.6M+$45.7K2026-10-28
Harrell Investment Partners, LLC
DECREASED9,1769,620-444-5%$1.6M$1.6M-$22.4K2026-10-15
Unique Wealth, LLC
DECREASED9,1439,145-20%$1.5M$1.5M+$49.6K2026-10-16
Crescent Grove Advisors, LLC
DECREASED8,94012,140-3,200-26%$2.0M$1.5M-$474.6K2026-10-21
Beacon Financial Group
DECREASED8,4318,594-163-2%$1.4M$1.4M+$19.4K2026-10-19
Kearns & Associates LLC
UNCHANGED8,2268,22600%$1.3M$1.4M+$44.9K2026-10-09
Ascent Group, LLC
DECREASED7,6157,931-316-4%$1.3M$1.3M-$10.1K2026-10-30
Founders Financial Securities LLC
DECREASED7,5297,575-46-1%$1.2M$1.3M+$33.6K2026-10-28
Kennedy Investment Group, Inc.
DECREASED7,5017,629-128-2%$1.2M$1.3M+$20.1K2026-10-21
Vise Technologies, Inc.
DECREASED7,4497,814-365-5%$1.3M$1.3M-$19.0K2026-10-29
Embree Financial Group
INCREASED7,3987,396+2+0%$1.2M$1.3M+$40.7K2026-10-22
Simplicity Wealth,LLC
INCREASED7,1266,360+766+12%$1.0M$1.2M+$164.2K2026-10-23
Lazard Freres Gestion S.A.S.
UNCHANGED7,1107,11000%$1.2M$1.2M+$38.0K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED7,0697,06900%$1.2M$1.2M+$38.6K2026-10-27
Citizens National Bank Trust Department
DECREASED7,0267,094-68-1%$1.2M$1.2M+$27.2K2026-11-04
HUB Investment Partners, LLC
UNCHANGED7,0007,00000%$1.1M$1.2M+$38.3K2026-11-03
Harmony Asset Management LLC
DECREASED6,8629,369-2,507-27%$1.5M$1.2M-$372.7K2026-10-20
Rare Wolf Capital LLC
UNCHANGED6,4746,47400%$1.1M$1.1M+$35.3K2026-10-20
Mystic Asset Management, Inc.
DECREASED6,3926,416-240%$1.0M$1.1M+$31.0K2026-10-15
Asempa Wealth Advisors
UNCHANGED6,3726,37200%$1.0M$1.1M+$42.5K2026-10-07
Northstar Asset Management Co
UNCHANGED6,3006,30000%$957.2K$1.0M+$67.6K2026-10-22
Sawgrass Asset Management LLC
DECREASED6,2876,325-38-1%$1.0M$1.1M+$28.1K2026-11-03
Capital Investment Advisors, LLC
UNCHANGED6,1626,16200%$1.0M$1.0M+$33.6K2026-10-22
Retirement Planning Co of New England, Inc.
DECREASED6,1466,245-99-2%$1.0M$1.0M+$17.3K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED6,1065,929+177+3%$970$1.0K+$622026-10-27
Compound Planning, Inc.
UNCHANGED6,0786,07800%$994.2K$1.0M+$33.2K2026-11-05
Financial Planning Hawaii, Inc.
UNCHANGED6,0126,01200%$983.4K$1.0M+$32.8K2026-10-13
Independent Financial Group, LLC
INCREASED5,9795,871+108+2%$960.4K$1.0M+$50.3K2026-10-13
Ashton Thomas Securities, LLC
NEW5,959—+5,959——$1.0M—2026-10-26
Laurel OAK Wealth Management, LLC
UNCHANGED5,8285,82800%$953.3K$985.2K+$31.8K2026-10-19
Eastern Bank
DECREASED5,8205,906-86-1%$966.1K$983.8K+$17.7K2026-10-05
CFS Investment Advisory Services, LLC
DECREASED5,7725,784-120%$907.2K$1.0M+$98.3K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,7035,579+124+2%$912.6K$964.1K+$51.5K2026-10-14
Tandem Capital Management Corp
DECREASED5,6435,823-180-3%$952.5K$953.9K+$1.4K2026-10-22
IFP Advisors, Inc
INCREASED5,6135,405+208+4%$884.2K$948.8K+$64.7K2026-10-16
Tufton Capital Management
UNCHANGED5,5755,57500%$911.0K$942-$910.1K2026-10-20
Schmidt P J Investment Management Inc
INCREASED5,5255,415+110+2%$885.8K$934.0K+$48.2K2026-11-02
TSA Wealth Managment LLC
UNCHANGED5,4785,47800%$896.1K$926.0K+$29.9K2026-10-22
Guidance Point Advisors, LLC
INCREASED5,4154,869+546+11%$796.7K$915.8K+$119.1K2026-10-15
Horst & Graben Wealth Management LLC
DECREASED5,3195,349-30-1%$861.2K$899.1K+$37.9K2026-11-02
First Horizon Corp
UNCHANGED5,1395,13900%$840.6K$868.7K+$28.1K2026-10-26
Ridgeline Wealth, LLC
DECREASED4,8894,890-10%$799.9K$833.0K+$33.0K2026-10-14
St. Johns Investment Management Company, LLC
DECREASED4,8544,918-64-1%$804.5K$820.5K+$16.0K2026-10-30
Strategic Blueprint, LLC
DECREASED4,8534,902-49-1%$801.9K$820.4K+$18.5K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED4,6254,686-61-1%$766.6K$781.8K+$15.3K2026-10-23
Grandview Asset Management LLC
DECREASED4,5525,129-577-11%$839.1K$769.4K-$69.6K2026-10-19
Southland Equity Partners LLC
UNCHANGED4,4054,40500%$720.6K$744.6K+$24.1K2026-10-14
Iams Wealth Management, LLC
NEW4,351—+4,351——$735.5K—2026-10-15
Cape Investment Advisory, Inc.
INCREASED4,3184,292+26+1%$702.1K$729.9K+$27.8K2026-10-13
Family Office Research LLC
DECREASED4,2744,459-185-4%$729.3K$722.6K-$6.7K2026-10-14
Capital Wealth Alliance, LLC
DECREASED4,1654,559-394-9%$745.8K$704.1K-$41.7K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED3,9044,382-478-11%$716.8K$659.9K-$56.9K2026-10-13
4J Wealth Management LLC
UNCHANGED3,8343,83400%$627.2K$648.1K+$20.9K2026-11-02
Financial Solutions Advisory Group, Inc.
UNCHANGED3,8223,82200%$616.2K$608.1K-$8.1K2026-10-28
Patten Group, Inc.
UNCHANGED3,7503,75000%$613.4K$633.9K+$20.5K2026-10-26
Avantax Planning Partners, Inc.
DECREASED3,5433,793-250-7%$620.5K$598.9K-$21.6K2026-11-03
Global Trust Asset Management, LLC
UNCHANGED3,4773,47700%$568.8K$587.8K+$19.0K2026-10-19
Hubbell Strickland Wealth Management, LLC
DECREASED3,4743,582-108-3%$586.0K$587.2K+$1.2K2026-10-29
Choreo, LLC
INCREASED3,3923,198+194+6%$523.2K$573.3K+$50.1K2026-10-28
Venture Visionary Partners LLC
UNCHANGED3,3903,39000%$554.5K$573.0K+$18.5K2026-10-07
Claro Advisors Inc.
DECREASED3,3703,545-175-5%$579.9K$569.7K-$10.2K2026-11-02
Legacy Advisors, LLC
UNCHANGED3,3003,30000%$539.8K$557.8K+$18.0K2026-10-19
TPG Advisors LLC
UNCHANGED3,2883,28800%$537.8K$555.8K+$18.0K2026-10-16
Oppenheimer & Co Inc
INCREASED3,2813,197+84+3%$523.0K$554.6K+$31.7K2026-10-26
GC Wealth Management RIA, LLC
DECREASED3,2313,247-160%$531.1K$546.2K+$15.0K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED3,2033,169+34+1%$518.3K$541.5K+$23.2K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED3,1923,207-150%$524.6K$539.6K+$15.0K2026-10-13
GLR Partners, LLC
DECREASED3,1813,183-20%$520.7K$537.7K+$17.0K2026-11-04
WealthPlan Investment Management, LLC
INCREASED3,1373,108+29+1%$508.4K$530.3K+$21.9K2026-10-15
Willow Creek Wealth Management Inc.
UNCHANGED2,8622,86200%$468.2K$483.8K+$15.6K2026-10-26
Thrivent Financial for Lutherans
DECREASED2,8583,185-327-10%$521.0K$483.0K-$38.0K2026-11-05
TFC Financial Management, Inc.
UNCHANGED2,8102,81000%$459.7K$475.0K+$15.3K2026-10-26
Peck Wealth Management, LLC
UNCHANGED2,7762,77600%$454.0K$469.2K+$15.2K2026-10-29
Cullen T Bankers, Inc.
DECREASED2,7632,808-45-2%$459.4K$467.1K+$7.8K2026-10-28
Scott & Selber, Inc.
UNCHANGED2,6462,64600%$432.8K$447.3K+$14.4K2026-10-21
Global Financial Private Client, LLC
UNCHANGED2,6322,63200%$430.5K$444.9K+$14.4K2026-10-15
Valeo Financial Advisors, LLC
INCREASED2,6052,604+1+0%$426.0K$440.3K+$14.2K2026-10-08
First International Bank of Israel Ltd.
NEW2,591—+2,591——$275.9K—2026-11-04
Bank of New Hampshire
UNCHANGED2,5802,58000%$422.0K$436.1K+$14.1K2026-10-06
Kathmere Capital Management, LLC
UNCHANGED2,5802,58000%$422.0K$436.1K+$14.1K2026-10-20
Aries Wealth Management
UNCHANGED2,5002,50000%$409.0K$422.6K+$13.7K2026-10-23
Ring Mountain Capital, LLC
DECREASED2,4452,520-75-3%$412.2K$413.3K+$1.1K2026-10-13
Trek Financial, LLC
INCREASED2,3531,666+687+41%$272.5K$397.8K+$125.3K2026-10-29
MGO One Seven LLC
DECREASED2,3313,593-1,262-35%$587.8K$394.0K-$193.8K2026-10-28
Harbour Trust & Investment Management Co
UNCHANGED2,2622,26200%$370.0K$382.4K+$12.4K2026-10-28
McGrath & Associates, Inc.
UNCHANGED2,2602,26000%$369.7K$382.1K+$12.3K2026-10-27
International Assets Investment Management, LLC
INCREASED2,2112,197+14+1%$353.8K$376.5K+$22.7K2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED2,2082,214-60%$362.2K$373.2K+$11.1K2026-11-05
Westside Investment Management, Inc.
DECREASED2,2002,400-200-8%$392.6K$371.9K-$20.7K2026-11-02
Calamos Wealth Management LLC
UNCHANGED2,1002,10000%$343.5K$355.0K+$11.5K2026-11-02
Goelzer Investment Management, Inc.
UNCHANGED2,0702,07000%$338.6K$349.9K+$11.3K2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED2,0642,06400%$337.6K$348.9K+$11.3K2026-11-05
Great Waters Wealth Management
UNCHANGED2,0282,02800%$331.7K$342.8K+$11.1K2026-10-07
Middleton & Co Inc
UNCHANGED2,0002,00000%$327.2K$338.1K+$10.9K2026-10-23
TD Waterhouse Canada Inc.
DECREASED1,9962,006-100%$322.8K$339.8K+$17.0K2026-10-16
Etesian Wealth Advisors, Inc.
UNCHANGED1,9881,98800%$325.2K$336.1K+$10.9K2026-10-27
GEM Asset Management, LLC
UNCHANGED1,9351,93500%$316.5K$327.1K+$10.6K2026-10-13
Willis Johnson Wealth, Inc.
INCREASED1,9181,917+1+0%$313.6K$324.2K+$10.6K2026-11-03
CX Institutional
INCREASED1,8661,757+109+6%$287$315+$282026-10-02
Brighton Jones LLC
UNCHANGED1,8541,85400%$303.2K$313.4K+$10.2K2026-11-03
Blankinship & Foster, LLC
UNCHANGED1,8471,84700%$302.1K$312.2K+$10.1K2026-10-19
Gouws Capital LLC
UNCHANGED1,8351,83500%$300.2K$310.2K+$10.0K2026-10-09
Klingman & Associates, LLC
UNCHANGED1,8211,82100%$297.9K$307.8K+$9.9K2026-10-20
1900 Wealth Management LLC
UNCHANGED1,8001,80000%$294.4K$304.3K+$9.8K2026-10-13
Castle Rock Wealth Management, LLC
UNCHANGED1,8001,80000%$289.8K$313.5K+$23.7K2026-10-09
Newman Dignan & Sheerar, Inc.
UNCHANGED1,8001,80000%$294.4K$304.3K+$9.8K2026-10-21
Sierra Summit Advisors LLC
UNCHANGED1,8001,80000%$294.4K$304.3K+$9.8K2026-10-28
Shepherd Financial Partners LLC
UNCHANGED1,8001,80000%$294.4K$304.3K+$9.8K2026-11-03
Eagle Strategies LLC
UNCHANGED1,7471,74700%$285.8K$295.3K+$9.5K2026-10-16
High Point Wealth Management, LLC
DECREASED1,7292,728-999-37%$446.3K$292.2K-$154.1K2026-11-05
Chicago Partners Investment Group LLC
DECREASED1,7231,731-80%$266.7K$271.2K+$4.4K2026-10-27
KCM Investment Advisors LLC
UNCHANGED1,6801,68000%$274.8K$284.0K+$9.2K2026-10-27
Rosenberg Matthew Hamilton
DECREASED1,6451,684-39-2%$275.5K$278.1K+$2.6K2026-10-05
Waystone Advisors LLC
UNCHANGED1,6421,64200%$268.6K$268.6K$02026-10-16
W Advisors, LLC
UNCHANGED1,6401,64000%$268.3K$277.2K+$9.0K2026-11-02
Manchester Capital Management LLC
DECREASED1,6183,811-2,193-58%$623.4K$273.5K-$349.9K2026-10-22
Great Lakes Retirement, Inc.
NEW1,614—+1,614——$272.8K—2026-10-26
Financial Insights, Inc.
UNCHANGED1,5891,58900%$259.9K$268.6K+$8.7K2026-10-27
NovaPoint Capital, LLC
UNCHANGED1,5481,54800%$253.2K$261.7K+$8.5K2026-10-22
J.W. Cole Advisors, Inc.
NEW1,516—+1,516——$256.3K—2026-11-05
Fragasso Financial Advisors Inc
INCREASED1,5081,507+1+0%$246.6K$259.5K+$12.9K2026-10-13
MBA Advisors LLC
INCREASED1,5051,504+1+0%$246.1K$254.4K+$8.3K2026-10-29
Csenge Advisory Group
DECREASED1,5041,631-127-8%$266.8K$254.2K-$12.6K2026-11-04
BlueChip Wealth Advisors LLC
UNCHANGED1,4921,49200%$244.0K$252.2K+$8.1K2026-11-03
Focus Financial Network, Inc.
NEW1,468—+1,468——$248.2K—2026-10-14
Edgemoor Investment Advisors, Inc.
UNCHANGED1,4501,45000%$237.2K$245.1K+$7.9K2026-11-03
Spire Wealth Management
INCREASED1,4391,325+114+9%$216.7K$243.2K+$26.5K2026-10-30
NWF Advisory Services Inc.
UNCHANGED1,4361,43600%$234.9K$242.8K+$7.9K2026-10-19
Fortune Financial Group, Inc.
UNCHANGED1,4281,42800%$233.6K$241.4K+$7.8K2026-10-22
Appleton Partners Inc
DECREASED1,4101,425-15-1%$233.0K$238-$232.8K2026-10-30
Garde Capital, Inc.
UNCHANGED1,4101,41000%$230.6K$238.3K+$7.7K2026-10-29
Milestones Private Investment Advisors LLC
UNCHANGED1,4101,41000%$230.6K$238.3K+$7.7K2026-10-19
Signature Equity Partners, LLC
DECREASED1,3881,443-55-4%$236.1K$234.7K-$1.4K2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED1,3821,953-571-29%$319.5K$233.6K-$85.9K2026-10-21
Facet Wealth, Inc.
UNCHANGED1,3631,36300%$223.0K$230.4K+$7.4K2026-11-04
Ignite Planners, LLC
DECREASED1,3621,703-341-20%$278.6K$230.3K-$48.3K2026-10-14
Capital Asset Advisory Services LLC
UNCHANGED1,3381,33800%$218.9K$209.9K-$9.0K2026-10-30
Portfolio Resources Advisor Group, Inc.
INCREASED1,3321,253+79+6%$205.0K$225.2K+$20.2K2026-10-20
Signal Advisors Wealth, LLC
DECREASED1,3061,373-67-5%$224.6K$220.7K-$3.9K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED1,3041,389-85-6%$227.2K$220.5K-$6.7K2026-10-30
Oak Barrel Wealth Advisory LLC
UNCHANGED1,2901,29000%$211.0K$218.1K+$7.0K2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED1,2511,25100%$204.6K$211.5K+$6.8K2026-10-21
First Nebraska Trust Co
UNCHANGED1,2501,25000%$204.5K$211.3K+$6.8K2026-10-30
RFG Advisory, LLC
NEW1,215—+1,215——$205.3K—2026-11-03
Parsons Capital Management Inc
NEW1,200—+1,200——$202.8K—2026-10-28
Milestone Asset Management Group, LLC
NEW1,200—+1,200——$202.8K—2026-10-20
Howard Capital Management, LLC
NEW1,186—+1,186——$200.5K—2026-10-16
Balance Wealth Partners LLC
NEW1,163—+1,163——$196.7K—2026-10-27
Elevation Wealth Partners, LLC
DECREASED1,0531,062-9-1%$173.7K$178.0K+$4.3K2026-10-07
Allspring Global Investments Holdings, LLC
INCREASED999767+232+30%$120.7K$170.1K+$49.3K2026-11-04
Independence Bank of Kentucky
UNCHANGED96096000%$157.0K$162.3K+$5.2K2026-10-26
Armstrong Advisory Group, Inc
INCREASED956930+26+3%$152.1K$161.6K+$9.5K2026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED75075000%$122.7K$126.8K+$4.1K2026-10-13
United Community Bank
UNCHANGED72072000%$117.8K$121.7K+$3.9K2026-10-28
Parallel Advisors, LLC
INCREASED702639+63+10%$104.5K$118.7K+$14.1K2026-11-03
Y.D. More Investments Ltd
UNCHANGED59459400%$97.2K$100.4K+$3.3K2026-11-02
Tower View Wealth Management LLC
UNCHANGED56556500%$92.4K$95.5K+$3.1K2026-10-23
Navigoe, LLC
UNCHANGED54054000%$88.0K$91.0K+$3.0K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED507506+1+0%$82.8K$85.6K+$2.8K2026-10-20
Nemes Rush Group LLC
UNCHANGED47647600%$77.9K$80.5K+$2.6K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED465568-103-18%$92.9K$78.6K-$14.3K2026-10-30
Bell Investment Advisors, Inc
UNCHANGED38938900%$63.6K$65.8K+$2.1K2026-10-29
Investors Research Corp
UNCHANGED37237200%$60.9K$62.9K+$2.0K2026-10-07
Root Financial Partners, LLC
NEW317—+317——$53.6K—2026-10-21
Private Trust Co NA
INCREASED314229+85+37%$37.5K$53.1K+$15.6K2026-10-20
Concord Wealth Partners
DECREASED312456-144-32%$74.6K$52.7K-$21.9K2026-11-02
Avion Wealth
UNCHANGED31031000%$50$52.0K+$52.0K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED308507-199-39%$82.9K$52.1K-$30.9K2026-11-04
Prudent Man Investment Management, Inc.
NEW267—+267——$45.1K—2026-11-03
Key FInancial Inc
UNCHANGED25825800%$42.2K$43.6K+$1.4K2026-11-02
Kozak & Associates, Inc.
UNCHANGED25425400%$40.9K$41.5K+$6092026-10-29
Indiana Trust & Investment Management Co
UNCHANGED23723700%$38.8K$40.1K+$1.3K2026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED22922900%$37.5K$38.7K+$1.3K2026-10-28
Oakworth Capital, Inc.
DECREASED210300-90-30%$48.3K$35.5K-$12.8K2026-10-26
Trust Co of Vermont
UNCHANGED21021000%$34.4K$35.5K+$1.1K2026-10-21
CoreCap Advisors, LLC
INCREASED199177+22+12%$29.0K$33.6K+$4.7K2026-10-08
Rossby Financial, LCC
INCREASED18392+91+99%$15.0K$30.9K+$15.9K2026-11-05
Larson Financial Group LLC
UNCHANGED15915900%$26.0K$26.9K+$8712026-11-05
Private Wealth Management Group, LLC
UNCHANGED15715700%$25.7K$26.5K+$8572026-10-19
Biltmore Family Office, LLC
UNCHANGED13813800%$22.6K$23.3K+$7542026-11-03
Signaturefd, LLC
DECREASED129136-7-5%$22.2K$21.8K-$4412026-10-23
JFS Wealth Advisors, LLC
UNCHANGED12512500%$20.4K$21.1K+$6822026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED12112100%$19.7K$20.4K+$6642026-10-15
Archer Investment Corp
UNCHANGED11411400%$18.6K$19.3K+$6232026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED11011000%$18.0K$18.6K+$6012026-10-20
BankChampaign, National Association
UNCHANGED878700%$14.2K$14.7K+$4752026-10-19
Lanark Financial, Inc.
UNCHANGED878700%$14.2K$14.7K+$4752026-10-26
First United Bank & Trust
UNCHANGED838300%$13.6K$14.0K+$4532026-10-22
Hager Investment Management Services, LLC
INCREASED7828+50+179%$4.6K$13.2K+$8.6K2026-11-04
Realta Investment Advisors
UNCHANGED787800%$12.8K$13.2K+$4262026-10-14
Adirondack Trust Co
UNCHANGED727200%$11.8K$12.2K+$3932026-10-14
Asset Dedication, LLC
INCREASED6921+48+229%$3.4K$11.7K+$8.2K2026-11-03
Pioneer Family Office, LLC
INCREASED6660+6+10%$9.8K$11.1K+$1.4K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED57101-44-44%$16.5K$9.6K-$6.9K2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED474700%$7.7K$7.9K+$2592026-10-26
Evermay Wealth Management LLC
UNCHANGED454500%$7.4K$7.6K+$2452026-11-05
Central Pacific Bank - Trust Division
UNCHANGED414100%$6.7K$6.9K+$2242026-10-06
GK Wealth Management LLC
NEW29—+29——$4.9K—2026-10-09
Go Invest LLC
INCREASED2624+2+8%$4.0K$4.3K+$3532026-10-09
Mather Group, Llc.
NEW22—+22——$3.7K—2026-10-14
Alta Capital Management LLC/
NEW12—+12——$2.0K—2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED2200%$328$339+$112026-10-23
Union Bancaire Privee, UBP SA
CLOSED041,725-41,725-100%$5.4M$0-$5.4M2026-11-04
VMS Asset Management Limited
CLOSED041,725-41,725-100%$6.8M$0-$6.8M2026-10-15
Avior Wealth Management, LLC
CLOSED033,917-33,917-100%$5.5M$0-$5.5M2026-10-13
SteelPeak Wealth, LLC
CLOSED016,928-16,928-100%$2.8M$0-$2.8M2026-10-16
Trilogy Capital Inc.
CLOSED08,615-8,615-100%$1.4M$0-$1.4M2026-10-20
Belvedere Trading LLC
CLOSED07,818-7,818-100%$1.3M$0-$1.3M2026-11-05
Saxon Interests, Inc.
CLOSED04,902-4,902-100%$801.9K$0-$801.9K2026-10-26
Prospera Financial Services Inc
CLOSED01,882-1,882-100%$308.0K$0-$308.0K2026-11-04
Imc-Chicago, LLC
CLOSED01,495-1,495-100%$244.6K$0-$244.6K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED01,489-1,489-100%$243.6K$0-$243.6K2026-10-26
Howard Financial Services, Ltd.
CLOSED01,392-1,392-100%$227.7K$0-$227.7K2026-10-15
Axxcess Wealth Management, LLC
CLOSED01,338-1,338-100%$218.9K$0-$218.9K2026-10-21
Certior Financial Group, LLC
CLOSED01,299-1,299-100%$212.4K$0-$212.4K2026-10-19
Tctc Holdings, LLC
CLOSED01,233-1,233-100%$201.7K$0-$201.7K2026-11-02
AdvisorNet Financial, Inc
CLOSED0522-522-100%$85.4K$0-$85.4K2026-10-15
Cornerstone Planning Group LLC
CLOSED0403-403-100%$63.1K$0-$63.1K2026-10-16
Tucker Asset Management LLC
CLOSED0315-315-100%$51.5K$0-$51.5K2026-10-29
MCF Advisors LLC
CLOSED0154-154-100%$25.2K$0-$25.2K2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED0122-122-100%$20.0K$0-$20.0K2026-10-16
Simplex Trading, LLC
CLOSED088-88-100%$14.4K$0-$14.4K2026-11-04
Salem Investment Counselors Inc
CLOSED062-62-100%$10.1K$0-$10.1K2026-10-13
Bokf, NA
CLOSED058-58-100%$9.5K$0-$9.5K2026-10-27
Stone House Investment Management, LLC
CLOSED042-42-100%$6.9K$0-$6.9K2026-10-23
Bank of America Corp
N/A—3,232,078-3,232,078-100%$528.7M———
Morgan Stanley
N/A—2,351,927-2,351,927-100%$384.7M———
Raymond James Financial Inc
N/A—1,659,888-1,659,888-100%$271.5M———
Envestnet Asset Management Inc
N/A—1,655,001-1,655,001-100%$270.7M———
LPL Financial LLC
N/A—1,358,497-1,358,497-100%$222.2M———
Royal Bank of Canada
N/A—1,194,984-1,194,984-100%$195.5M———
Cerity Partners LLC
N/A—944,121-944,121-100%$154.4M———
JPMorgan Chase & Co
N/A—913,067-913,067-100%$146.0M———
Janney Montgomery Scott LLC
N/A—873,191-873,191-100%$142.8M———
Bank of Montreal
N/A—695,523-695,523-100%$113.8M———
Destination Wealth Management
N/A—603,056-603,056-100%$98.6M———
Gray Foundation
N/A—559,116-559,116-100%$91.5M———
UBS Group AG
N/A—541,084-541,084-100%$88.5M———
Ameriprise Financial Inc
N/A—523,630-523,630-100%$85.8M———
Steward Partners Investment Advisory, LLC
N/A—446,206-446,206-100%$73.0M———
Wells Fargo & Company
N/A—413,258-413,258-100%$67.6M———
Portfolio Strategies, Inc.
N/A—341,472-341,472-100%$55.9M———
Pgim Custom Harvest LLC
N/A—327,192-327,192-100%$53.5M———
Stifel Financial Corp
N/A—282,184-282,184-100%$46.2M———
FIL Ltd
N/A—257,300-257,300-100%$42.1M———
Victory Capital Management Inc
N/A—254,167-254,167-100%$41.6M———
Osaic Holdings, Inc.
N/A—243,168-243,168-100%$39.8M———
Allworth Financial LP
N/A—225,825-225,825-100%$36.9M———
Goldman Sachs Group Inc
N/A—184,430-184,430-100%$30.2M———
Cetera Investment Advisers
N/A—153,650-153,650-100%$25.1M———
Focus Partners Wealth
N/A—145,612-145,612-100%$23.8M———
Mathes Company, Inc.
N/A—123,235-123,235-100%$20.2M———
MML Investors Services, LLC
N/A—119,676-119,676-100%$19.6M———
CIBC World Market Inc.
N/A—109,692-109,692-100%$17.9M———
Sanctuary Advisors, LLC
N/A—105,670-105,670-100%$17.3M———
Wealthspire Advisors, LLC
N/A—101,013-101,013-100%$16.5M———
PNC Financial Services Group, Inc.
N/A—93,447-93,447-100%$15.3M———
&partners
N/A—89,756-89,756-100%$14.7M———
Baker Avenue Asset Management, LP
N/A—75,801-75,801-100%$12.4M———
Rockefeller Capital Management L.P.
N/A—74,533-74,533-100%$12.2M———
Prostatis Group LLC
N/A—70,638-70,638-100%$11.6M———
Jones Financial Companies Lllp
N/A—70,435-70,435-100%$11.0M———
Private Advisor Group, LLC
N/A—69,486-69,486-100%$11.4M———
Deutsche Bank Ag\
N/A—62,863-62,863-100%$10.3M———
Global Retirement Partners, LLC
N/A—61,354-61,354-100%$10.0M———
Scotia Capital Inc.
N/A—58,690-58,690-100%$9.6M———
Focus Partners Advisor Solutions, LLC
N/A—56,977-56,977-100%$9.3M———
AFT, Forsyth & Company, Inc.
N/A—51,531-51,531-100%$8.4M———
Asset Management Group, Inc.
N/A—51,524-51,524-100%$8.4M———
Mariner, LLC
N/A—47,588-47,588-100%$7.8M———
NewEdge Advisors, LLC
N/A—47,383-47,383-100%$7.8M———
First Trust Advisors LP
N/A—45,452-45,452-100%$7.4M———
FMR LLC
N/A—44,353-44,353-100%$7.3M———
Northwestern Mutual Wealth Management Co
N/A—40,369-40,369-100%$6.6M———
HighTower Advisors, LLC
N/A—38,769-38,769-100%$6.3M———
KKM Financial LLC
N/A—38,509-38,509-100%$6.3M———
Quantinno Capital Management LP
N/A—38,384-38,384-100%$6.3M———
Advisory Services Network, LLC
N/A—35,571-35,571-100%$5.8M———
Milestone Investment Advisors LLC
N/A—35,000-35,000-100%$5.7M———
Campion Asset Management
N/A—34,297-34,297-100%$5.6M———
Interactive Financial Advisors, Inc.
N/A—30,172-30,172-100%$4.9M———
Mercer Global Advisors Inc
N/A—29,403-29,403-100%$4.8M———
Financial Freedom, LLC
N/A—27,847-27,847-100%$4.6M———
Hilltop Holdings Inc.
N/A—27,754-27,754-100%$4.5M———
IHT Wealth Management, LLC
N/A—27,486-27,486-100%$4.5M———
Stephens Inc
N/A—26,748-26,748-100%$4.4M———
Brown Advisory Inc
N/A—25,733-25,733-100%$4.2M———
Captrust Financial Advisors
N/A—25,593-25,593-100%$4.2M———
Wallace Hart LLC
N/A—25,447-25,447-100%$4.2M———
OneDigital Investment Advisors LLC
N/A—24,194-24,194-100%$4.0M———
Alliancebernstein L.P.
N/A—24,055-24,055-100%$2.9M———
Flow Traders U.S. LLC
N/A—23,651-23,651-100%$3.9M———
RWA Wealth Partners, LLC
N/A—23,580-23,580-100%$3.9M———
Cresset Asset Management, LLC
N/A—22,194-22,194-100%$3.6M———
Arete Wealth Advisors, LLC
N/A—21,506-21,506-100%$3.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—20,556-20,556-100%$3.3M———
Smith, Moore & Co.
N/A—20,381-20,381-100%$3.3M———
Beacon Pointe Advisors, LLC
N/A—19,932-19,932-100%$3.3M———
National Bank of Canada
N/A—19,417-19,417-100%$3.2M———
Coastal Bridge Advisors, LLC
N/A—19,416-19,416-100%$3.2M———
Tudor Investment Corp ET AL
N/A—19,177-19,177-100%$3.1M———
Wellington Management Group LLP
N/A—17,492-17,492-100%$2.9M———
Houlihan Financial Resource Group, Ltd.
N/A—17,302-17,302-100%$2.8M———
M&T Bank Corp
N/A—17,033-17,033-100%$2.8M———
Webster Bank, N. A.
N/A—16,513-16,513-100%$2.7M———
HRT Financial LP
N/A—16,509-16,509-100%$2.7M———
Copia Wealth Management
N/A—16,465-16,465-100%$2.7M———
UBS Asset Management Americas LLC
N/A—16,111-16,111-100%$2.6M———
Fort Sheridan Advisors LLC
N/A—15,189-15,189-100%$2.5M———
Caldwell Sutter Capital, Inc.
N/A—15,120-15,120-100%$2.5M———
AQR Capital Management LLC
N/A—14,874-14,874-100%$2.4M———
Clearstead Advisors, LLC
N/A—14,336-14,336-100%$2.3M———
Renaissance Technologies LLC
N/A—14,318-14,318-100%$2.3M———
Fiducient Advisors LLC
N/A—14,264-14,264-100%$2.3M———
Great Valley Advisor Group, Inc.
N/A—14,096-14,096-100%$2.3M———
Keebeck Wealth Management
N/A—13,987-13,987-100%$2.3M———
Icon Wealth Advisors, LLC
N/A—13,888-13,888-100%$2.3M———
Partners Capital Investment Group, LLP
N/A—13,553-13,553-100%$2.2M———
Boston Family Office LLC
N/A—12,059-12,059-100%$2.0M———
Baird Financial Group, Inc.
N/A—11,949-11,949-100%$2.0M———
Legacy Edge Advisors, LLC
N/A—11,624-11,624-100%$1.9M———
Northern Trust Corp
N/A—11,543-11,543-100%$1.9M———
One Wealth Advisors, LLC
N/A—11,527-11,527-100%$1.9M———
XTX Topco Ltd
N/A—11,206-11,206-100%$1.8M———
United Capital Financial Advisors, LLC
N/A—11,161-11,161-100%$1.8M———
Waverly Advisors, LLC
N/A—11,135-11,135-100%$1.8M———
WealthShield Partners, LLC
N/A—10,800-10,800-100%$1.8M———
Pathstone Holdings, LLC
N/A—10,782-10,782-100%$1.8M———
Summit Financial, LLC
N/A—10,479-10,479-100%$1.7M———
Susquehanna International Group, LLP
N/A—10,350-10,350-100%$1.7M———
Composition Wealth, LLC
N/A—10,340-10,340-100%$1.7M———
Empirical Asset Management, LLC
N/A—10,289-10,289-100%$1.7M———
Benjamin Edwards Inc
N/A—10,166-10,166-100%$1.7M———
Arkadios Wealth Advisors
N/A—9,569-9,569-100%$1.6M———
EP Wealth Advisors, LLC
N/A—9,396-9,396-100%$1.5M———
AE Wealth Management LLC
N/A—9,280-9,280-100%$1.5M———
AlTi Global, Inc.
N/A—9,213-9,213-100%$1.5M———
Keel Point, LLC
N/A—9,100-9,100-100%$1.5M———
Bawa N Mallick Trust
N/A—9,000-9,000-100%$1.5M———
Peapack Gladstone Financial Corp
N/A—8,950-8,950-100%$1.5M———
Savvy Advisors, Inc.
N/A—8,910-8,910-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—8,854-8,854-100%$1.4M———
Blair William & Co
N/A—8,749-8,749-100%$1.4M———
Forefront Wealth Partners, LLC
N/A—8,710-8,710-100%$1.4M———
Bradley Foster & Sargent Inc
N/A—8,635-8,635-100%$1.4M———
Becker Capital Management Inc
N/A—7,800-7,800-100%$1.3M———
Equitable Holdings, Inc.
N/A—7,310-7,310-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—7,016-7,016-100%$1.1M———
WealthTrust Axiom LLC
N/A—7,000-7,000-100%$1.1M———
Cary Street Partners Investment Advisory LLC
N/A—6,697-6,697-100%$1.1M———
Strait & Sound Wealth Management LLC
N/A—6,592-6,592-100%$1.1M———
Quotient Wealth Partners, LLC
N/A—6,238-6,238-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—6,121-6,121-100%$1.0M———
Sound View Wealth Advisors Group, LLC
N/A—6,113-6,113-100%$999.9K———
Leavell Investment Management, Inc.
N/A—6,025-6,025-100%$985.6K———
Spruce Point Capital Management, LLC
N/A—6,000-6,000-100%$981.5K———
IEQ Capital, LLC
N/A—5,965-5,965-100%$975.7K———
Bollard Group LLC
N/A—5,903-5,903-100%$966.0K———
Franklin Resources Inc
N/A—5,896-5,896-100%$964.5K———
Valmark Advisers, Inc.
N/A—5,699-5,699-100%$932.3K———
BFC Planning, Inc.
N/A—5,688-5,688-100%$930.5K———
Harbour Investments, Inc.
N/A—5,609-5,609-100%$917.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,581-5,581-100%$912.9K———
Pinnacle Financial Partners, Inc.
N/A—5,528-5,528-100%$904.3K———
SOA Wealth Advisors, Llc.
N/A—5,473-5,473-100%$895.2K———
Nikulski Financial, Inc.
N/A—5,307-5,307-100%$868.1K———
Rollins Financial Advisors, LLC
N/A—5,300-5,300-100%$867.0K———
Freestone Capital Holdings, LLC
N/A—5,286-5,286-100%$864.7K———
Commerce Bank
N/A—5,222-5,222-100%$854.2K———
Kane Investment Management, Inc.
N/A—5,126-5,126-100%$838.5K———
Ancora Advisors LLCA
N/A—5,113-5,113-100%$836.4K———
Bouchey Financial Group, Ltd.
N/A—5,070-5,070-100%$829.4K———
Kickstand Ventures, Llc.
N/A—5,064-5,064-100%$828.4K———
Beaton Management Co. Inc.
N/A—4,950-4,950-100%$810.0K———
Transcend Capital Advisors, LLC
N/A—4,949-4,949-100%$809.5K———
Safeguard Investment Advisory Group, LLC
N/A—4,809-4,809-100%$786.6K———
Centaurus Financial, Inc.
N/A—4,743-4,743-100%$776.0K———
Principal Securities, Inc.
N/A—4,670-4,670-100%$764.0K———
GeoWealth Management, LLC
N/A—4,643-4,643-100%$759.8K———
GatePass Capital, LLC
N/A—4,640-4,640-100%$759.0K———
Glenmede Trust Co NA
N/A—4,623-4,623-100%$756.2K———
Bogart Wealth, LLC
N/A—4,554-4,554-100%$744.9K———
World Investment Advisors
N/A—4,546-4,546-100%$538.8K———
Fourth Dimension Wealth, LLC
N/A—4,301-4,301-100%$703.5K———
Valued Retirements, Inc.
N/A—4,294-4,294-100%$702.4K———
Kesler, Norman & Wride, LLC
N/A—4,281-4,281-100%$700.3K———
Horizon Bancorp Inc
N/A—4,189-4,189-100%$685.0K———
Belpointe Asset Management LLC
N/A—4,160-4,160-100%$680.6K———
Osprey Private Wealth LLC
N/A—4,102-4,102-100%$671.0K———
5T Wealth, LLC
N/A—4,064-4,064-100%$664.8K———
Northstar Advisory Group, LLC
N/A—4,037-4,037-100%$660.4K———
QRG Capital Management, Inc.
N/A—4,037-4,037-100%$660.4K———
Quadrature Capital Ltd
N/A—3,973-3,973-100%$649.9K———
NorthRock Partners, LLC
N/A—3,853-3,853-100%$630.3K———
Orleans Capital Management Corp
N/A—3,819-3,819-100%$624.8K———
Seldon Capital LP
N/A—3,786-3,786-100%$619.3K———
Sequoia Financial Advisors, LLC
N/A—3,706-3,706-100%$606.2K———
Tortoise Investment Management, LLC
N/A—3,674-3,674-100%$601.0K———
Paragon Financial Partners, Inc.
N/A—3,659-3,659-100%$561.8K———
Diversified Trust Co
N/A—3,648-3,648-100%$596.7K———
Oversea-Chinese Banking Corp Ltd
N/A—3,615-3,615-100%$591.3K———
Horizon Investments, LLC
N/A—3,604-3,604-100%$589.5K———
Banque Cantonale Vaudoise
N/A—3,422-3,422-100%$560.0K———
Motco
N/A—3,402-3,402-100%$556.5K———
Channel Wealth LLC
N/A—3,359-3,359-100%$549.5K———
Geneos Wealth Management Inc.
N/A—3,152-3,152-100%$515.6K———
LM Advisors LLC
N/A—3,000-3,000-100%$480———
WNY Asset Management, LLC
N/A—3,000-3,000-100%$490.7K———
PFG Investments, LLC
N/A—2,991-2,991-100%$489.2K———
Quattro Advisors LLC
N/A—2,911-2,911-100%$476.1K———
Phillips Wealth Planners LLC
N/A—2,877-2,877-100%$450.7K———
Forum Finance Group S.A.
N/A—2,874-2,874-100%$380———
Main Street Research LLC
N/A—2,816-2,816-100%$460.6K———
BlackRock, Inc.
N/A—2,760-2,760-100%$451.4K———
SageView Advisory Group, LLC
N/A—2,738-2,738-100%$447.9K———
Roundview Capital LLC
N/A—2,721-2,721-100%$445.1K———
Red Door Wealth Management, LLC
N/A—2,693-2,693-100%$440.6K———
Cahill Financial Advisors Inc
N/A—2,576-2,576-100%$421.4K———
NewEdge Wealth, LLC
N/A—2,500-2,500-100%$409.0K———
D. E. Shaw & Co., Inc.
N/A—2,466-2,466-100%$403.4K———
Manhattan West Asset Management, LLC
N/A—2,400-2,400-100%$392.6K———
Alpha Capital Advisors Inc
N/A—2,380-2,380-100%$389.3K———
Snowden Capital Advisors LLC
N/A—2,357-2,357-100%$385.5K———
EQ LLC
N/A—2,234-2,234-100%$365.5K———
Vestmark Advisory Solutions, Inc.
N/A—2,196-2,196-100%$359.2K———
Argent Trust Co
N/A—2,157-2,157-100%$352.8K———
Financial Engines Advisors L.L.C.
N/A—2,148-2,148-100%$351.4K———
Regatta Research & Money Management
N/A—2,098-2,098-100%$342.3K———
Advisors Capital Management, LLC
N/A—2,088-2,088-100%$341.6K———
Clarity Financial LLC
N/A—2,048-2,048-100%$335.0K———
Osterweis Capital Management Inc
N/A—2,005-2,005-100%$328.0K———
Savant Capital, LLC
N/A—1,982-1,982-100%$324.2K———
Moors & Cabot, Inc.
N/A—1,972-1,972-100%$322.5K———
Gladstone Institutional Advisory LLC
N/A—1,955-1,955-100%$319.8K———
Betterment LLC
N/A—1,925-1,925-100%$315.0K———
SCS Capital Management LLC
N/A—1,899-1,899-100%$310.6K———
Envestnet Portfolio Solutions, Inc.
N/A—1,887-1,887-100%$308.7K———
Resolute Wealth Advisor, Inc.
N/A—1,850-1,850-100%$219.2K———
Silver OAK Wealth Advisors Services, LLC
N/A—1,800-1,800-100%$294.4K———
Stonebridge Financial Group, LLC
N/A—1,789-1,789-100%$292.0K———
First Foundation Advisors
N/A—1,734-1,734-100%$283.6K———
Arax Advisory Partners
N/A—1,709-1,709-100%$279.6K———
Daybright Advisory Services, Inc.
N/A—1,664-1,664-100%$255.4K———
FourThought Financial Partners, LLC
N/A—1,650-1,650-100%$269.9K———
EWA, LLC
N/A—1,639-1,639-100%$268.2K———
One Charles Private Wealth Services, LLC
N/A—1,631-1,631-100%$266.8K———
Granite Bay Wealth Management, LLC
N/A—1,611-1,611-100%$263.0K———
Clark Capital Management Group, Inc.
N/A—1,588-1,588-100%$259.8K———
Advisory Alpha, LLC
N/A—1,502-1,502-100%$245.7K———
Novak & Powell Financial Services, Inc.
N/A—1,500-1,500-100%$245.4K———
Capital Analysts, LLC
N/A—1,379-1,379-100%$209.0K———
Money Concepts Capital Corp
N/A—1,351-1,351-100%$220.9K———
Smartleaf Asset Management LLC
N/A—1,346-1,346-100%$215.2K———
Trust Co of Kansas
N/A—1,340-1,340-100%$219.0K———
Orion Porfolio Solutions, LLC
N/A—1,339-1,339-100%$219.0K———
Beck Capital Management, LLC
N/A—1,333-1,333-100%$218.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,332-1,332-100%$217.9K———
CIBC Bancorp USA Inc.
N/A—1,314-1,314-100%$215.0K———
Trevian Wealth Management LLC
N/A—1,260-1,260-100%$206.1K———
Godfrey Financial Associates, Inc.
N/A—1,120-1,120-100%$183.2K———
Bartlett & Co. Wealth Management LLC
N/A—1,083-1,083-100%$177.2K———
Quantbot Technologies LP
N/A—894-894-100%$146.2K———
Aptus Capital Advisors, LLC
N/A—893-893-100%$146.1K———
Central Trust Co
N/A—816-816-100%$133.5K———
Russell Investments Group, Ltd.
N/A—807-807-100%$132.0K———
Federation des caisses Desjardins du Quebec
N/A—774-774-100%$126.6K———
Huntington National Bank
N/A—755-755-100%$123.5K———
Colonial Trust Co / SC
N/A—700-700-100%$114.5K———
HM Payson & Co
N/A—650-650-100%$106.3K———
Napier Financial, LLC
N/A—600-600-100%$98.1K———
Cary Street Partners Financial LLC
N/A—503-503-100%$82.3K———
Caitlin John, LLC
N/A—479-479-100%$78.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—450-450-100%$73.6K———
Fiduciary Financial Advisors
N/A—438-438-100%$71.6K———
N.E.W. Advisory Services LLC
N/A—417-417-100%$68.2K———
Anchor Investment Management, LLC
N/A—384-384-100%$62.8K———
Bayban
N/A—383-383-100%$62.7K———
FAS Wealth Partners, Inc.
N/A—351-351-100%$57.4K———
Clearstead Trust, LLC
N/A—330-330-100%$54.0K———
Kerr Financial Planning Corp
N/A—301-301-100%$49.2K———
Howe & Rusling Inc
N/A—300-300-100%$49.1K———
Colonial Trust Advisors
N/A—240-240-100%$39.3K———
Delta Asset Management LLC
N/A—168-168-100%$27.5K———
Atomic Invest LLC
N/A—146-146-100%$23.3K———
Strategic Wealth Partners, Ltd.
N/A—140-140-100%$22.9K———
Fortis Group Advisors, LLC
N/A—132-132-100%$21.6K———
Rice Partnership, LLC
N/A—128-128-100%$20.9K———
Matrix Private Capital Group LLC
N/A—100-100-100%$16.4K———
Graney & King, LLC
N/A—100-100-100%$16.4K———
Capital Advisor Network LLC
N/A—96-96-100%$15.7K———
Dunhill Financial, LLC
N/A—93-93-100%$15.4K———
Whittier Trust Co
N/A—90-90-100%$14.4K———
WealthCollab, LLC
N/A—84-84-100%$13.7K———
Founders Financial Alliance, LLC
N/A—73-73-100%$12.0K———
Cardiff Park Advisors, LLC
N/A—67-67-100%$10.9K———
IFG Advisory, LLC
N/A—63-63-100%$10.3K———
Nova Wealth Management, Inc.
N/A—62-62-100%$10.1K———
Van Eck Associates Corp
N/A—53-53-100%$8.7K———
Glassman Wealth Services
N/A—51-51-100%$8.3K———
Private Wealth Asset Management, LLC
N/A—50-50-100%$8.2K———
SHP Wealth Management
N/A—30-30-100%$4.9K———
Coppell Advisory Solutions LLC
N/A—27-27-100%$38.2M———
PlanVest Financial, Inc
N/A—24-24-100%$3.9K———
Synergy Investment Management, LLC
N/A—24-24-100%$3.9K———
Medallion Wealth Advisors, LLC
N/A—21-21-100%$3.4K———
Continuum Advisory, LLC
N/A—16-16-100%$2.6K———
Tower Research Capital LLC (TRC)
N/A—11-11-100%$1.8K———
Meramec Financial Planners, LLC
N/A—5-5-100%$758———
BNP Paribas Financial Markets
N/A—5-5-100%$818———
New Republic Capital, LLC
N/A—4-4-100%$654———
Showing 582 of 582 institutions