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Ishares U.S. Industrials ETF (IYJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kozak & Associates, Inc.
DECREASED
Shares118,611 from 144,050
Change-25,439 (-18%)
Value$18.7M (-$5.1M)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED
Shares60,560 from 61,910
Change-1,350 (-2%)
Value$9.3M (-$1.0M)
Filed 2026-10-05
Well Done, LLC
DECREASED
Shares53,330 from 54,248
Change-918 (-2%)
Value$8.2M (-$861.3K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares46,453 from 54,454
Change-8,001 (-15%)
Value$7.1K (-$9.1M)
Filed 2026-11-02
Southern Capital Advisors, LLC
INCREASED
Shares44,944 from 44,082
Change+862 (+2%)
Value$6.9M (-$453.1K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares37,223 from 35,942
Change+1,281 (+4%)
Value$5.7M (-$280.8K)
Filed 2026-10-30
Odyssey Capital Advisors, Inc.
INCREASED
Shares35,869 from 34,721
Change+1,148 (+3%)
Value$5.5M (-$285.0K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares33,572 from 26,381
Change+7,191 (+27%)
Value$5.1M (+$752.5K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares32,507 from 35,100
Change-2,593 (-7%)
Value$5.0M (-$863.8K)
Filed 2026-11-02
First Citizens Financial Corp
DECREASED
Shares32,069 from 32,355
Change-286 (-1%)
Value$4.9M (-$473.5K)
Filed 2026-10-02
CX Institutional
INCREASED
Shares29,313 from 28,672
Change+641 (+2%)
Value$4.5K (-$282)
Filed 2026-10-02
Atria Investments, Inc
DECREASED
Shares26,166 from 26,474
Change-308 (-1%)
Value$4.0M (-$398.8K)
Filed 2026-10-15
Adirondack Capital Advisors, LLC
INCREASED
Shares25,435 from 24,735
Change+700 (+3%)
Value$3.9M (-$221.1K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
UNCHANGED
Shares24,468 from 24,468
Change0 (0%)
Value$3.8M (-$324.9K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares24,183 from 40,472
Change-16,289 (-40%)
Value$3.7M (-$3.0M)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares22,206 from 21,660
Change+546 (+3%)
Value$3.4M (-$204.1K)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares20,608 from 9,141
Change+11,467 (+125%)
Value$3.2M (+$1.6M)
Filed 2026-10-21
Magnolia Capital Management LTD
DECREASED
Shares19,966 from 20,076
Change-110 (-1%)
Value$3.1K (-$284)
Filed 2026-10-09
Creative Planning
DECREASED
Shares18,996 from 19,287
Change-291 (-2%)
Value$2.9M (-$300.8K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares18,979 from 19,003
Change-24 (0%)
Value$3.0M (-$194.7K)
Filed 2026-10-09
Merkkuri Wealth Advisors LLC
INCREASED
Shares18,891 from 18,462
Change+429 (+2%)
Value$2.9M (-$179.4K)
Filed 2026-11-03
Westwind Capital
INCREASED
Shares15,700 from 15,551
Change+149 (+1%)
Value$2.4K (-$184)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares15,562 from 15,561
Change+1 (+0%)
Value$2.4M (-$206.6K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares12,589 from 32,128
Change-19,539 (-61%)
Value$1.9M (-$3.4M)
Filed 2026-10-23
Laurel Wealth Advisors LLC
DECREASED
Shares12,544 from 13,685
Change-1,141 (-8%)
Value$1.9M (-$356.7K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares11,884 from 6,968
Change+4,916 (+71%)
Value$1.8M (+$661.5K)
Filed 2026-11-05
JBR Co Financial Management Inc
UNCHANGED
Shares11,423 from 11,423
Change0 (0%)
Value$1.9M (-$11.0K)
Filed 2026-10-13
Essex LLC
DECREASED
Shares10,482 from 10,850
Change-368 (-3%)
Value$1.6M (-$200.5K)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares9,948 from 10,277
Change-329 (-3%)
Value$1.5M (-$186.8K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares9,856 from 10,723
Change-867 (-8%)
Value$1.5M (-$275.4K)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
DECREASED
Shares9,829 from 13,543
Change-3,714 (-27%)
Value$1.6M (-$691.7K)
Filed 2026-10-09
Ignite Planners, LLC
DECREASED
Shares8,815 from 8,898
Change-83 (-1%)
Value$1.4M (-$130.9K)
Filed 2026-10-14
Kennicott Capital Management LLC
UNCHANGED
Shares8,805 from 8,805
Change0 (0%)
Value$1.4M (-$116.9K)
Filed 2026-10-16
Virtue Capital Management, LLC
NEW
Shares8,643
Change+8,643
Value$1.3M
Filed 2026-10-29
Riverbridge Partners LLC
NEW
Shares8,516
Change+8,516
Value$1.3M
Filed 2026-11-05
Tritonpoint Wealth, LLC
INCREASED
Shares7,339 from 7,330
Change+9 (+0%)
Value$1.1M (-$96.0K)
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares6,952 from 7,245
Change-293 (-4%)
Value$1.1M (-$141.2K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares6,678 from 5,280
Change+1,398 (+26%)
Value$1.0M (+$144.3K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares6,475 from 6,035
Change+440 (+7%)
Value$993.1K (-$12.6K)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares6,318 from 3,159
Change+3,159 (+100%)
Value$968.9K (+$442.5K)
Filed 2026-11-05
Cambiar Investors LLC
NEW
Shares6,297
Change+6,297
Value$965.8K
Filed 2026-11-04
Schuylkill Financial LLC
INCREASED
Shares5,883 from 5,811
Change+72 (+1%)
Value$902.3K (-$66.1K)
Filed 2026-10-21
Allen Investment Management, LLC
UNCHANGED
Shares5,639 from 5,639
Change0 (0%)
Value$864.9K (-$74.9K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares5,565 from 5,542
Change+23 (+0%)
Value$853.5K (-$70.1K)
Filed 2026-10-28
BCS Wealth Management
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$782.2K (-$67.7K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares4,884 from 5,089
Change-205 (-4%)
Value$749.0K (-$99.1K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares4,855 from 3,690
Change+1,165 (+32%)
Value$744.6K (+$129.7K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares4,810 from 4,803
Change+7 (+0%)
Value$737.7K (-$62.8K)
Filed 2026-11-05
Glenview Trust Co
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$720.8K (-$62.4K)
Filed 2026-10-28
Patten & Patten Inc
UNCHANGED
Shares4,510 from 4,510
Change0 (0%)
Value$691.7K (-$59.9K)
Filed 2026-10-26
Imc-Chicago, LLC
DECREASED
Shares4,446 from 5,204
Change-758 (-15%)
Value$681.9K (-$185.4K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$678.7K (-$58.8K)
Filed 2026-11-04
Central Valley Advisors, LLC
UNCHANGED
Shares4,119 from 4,119
Change0 (0%)
Value$631.7K (-$54.7K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares4,116 from 4,115
Change+1 (+0%)
Value$631.3K (-$54.4K)
Filed 2026-11-06
Lakeshore Capital Group, Inc.
INCREASED
Shares3,973 from 3,819
Change+154 (+4%)
Value$609.3K (-$27.1K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares3,962 from 4,395
Change-433 (-10%)
Value$635.5K (-$93.2K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares3,916 from 93,578
Change-89,662 (-96%)
Value$621.1K (-$15.0M)
Filed 2026-11-04
NTV Asset Management LLC
DECREASED
Shares3,672 from 4,772
Change-1,100 (-23%)
Value$563.2K (-$232.1K)
Filed 2026-10-23
MinichMacGregor Wealth Management, LLC
DECREASED
Shares3,639 from 86,882
Change-83,243 (-96%)
Value$558.1K (-$13.9M)
Filed 2026-10-14
US Bancorp \de\
UNCHANGED
Shares3,613 from 3,613
Change0 (0%)
Value$554.1K (-$48.0K)
Filed 2026-11-05
Merit Financial Group, LLC
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$543.0K (-$47.0K)
Filed 2026-11-06
TPG Advisors LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$536.5K (-$46.5K)
Filed 2026-10-16
Noble Family Wealth, LLC
DECREASED
Shares3,400 from 3,600
Change-200 (-6%)
Value$521.5K (-$78.5K)
Filed 2026-10-26
Wealth Management Partners, LLC
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$508.6K (-$44.0K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,178 from 2,469
Change+709 (+29%)
Value$494.8K (+$90.7K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares3,119 from 2,918
Change+201 (+7%)
Value$478.4K (-$7.9K)
Filed 2026-10-23
Grey Fox Wealth Advisors, LLC
INCREASED
Shares2,990 from 1,492
Change+1,498 (+100%)
Value$458.6K (+$209.9K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares2,758 from 3,189
Change-431 (-14%)
Value$423.0K (-$108.4K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares2,663 from 2,521
Change+142 (+6%)
Value$408.5K (-$11.6K)
Filed 2026-11-05
Lido Advisors, LLC
NEW
Shares2,652
Change+2,652
Value$406.7K
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,549 from 376
Change+2,173 (+578%)
Value$390.9K (+$328.2K)
Filed 2026-11-03
Global Assets Advisory, LLC
NEW
Shares2,546
Change+2,546
Value$399.9K
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares2,500
Change+2,500
Value$383.4K
Filed 2026-10-21
Bailard, Inc.
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$383.1K (-$33.2K)
Filed 2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares2,476 from 1,953
Change+523 (+27%)
Value$379.7K (+$54.3K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$377.0K (-$32.6K)
Filed 2026-10-20
Royal Fund Management, LLC
DECREASED
Shares2,379 from 2,403
Change-24 (-1%)
Value$365.0K (-$35.5K)
Filed 2026-10-22
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$363.5K (-$31.5K)
Filed 2026-10-15
SFE Investment Counsel
DECREASED
Shares2,227 from 2,249
Change-22 (-1%)
Value$341.5K (-$33.4K)
Filed 2026-10-29
Apollon Financial, LLC
INCREASED
Shares2,157 from 2,082
Change+75 (+4%)
Value$330.8K (-$16.1K)
Filed 2026-10-23
Griffin Asset Management, Inc.
INCREASED
Shares2,148 from 2,127
Change+21 (+1%)
Value$329.4K (-$25.0K)
Filed 2026-10-22
KCM Investment Advisors LLC
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$327.4K (-$28.4K)
Filed 2026-10-27
Gerald Baker Financial Group LLC
INCREASED
Shares2,122 from 2,118
Change+4 (+0%)
Value$325.5K (-$27.5K)
Filed 2026-10-09
Sowell Financial Services LLC
INCREASED
Shares2,105 from 2,104
Change+1 (+0%)
Value$322.9K (-$27.7K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares1,980 from 1,740
Change+240 (+14%)
Value$307.5K (+$17.1K)
Filed 2026-10-16
Samalin Investment Counsel, LLC
INCREASED
Shares1,977 from 1,975
Change+2 (+0%)
Value$303.2K (-$26.0K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares1,969 from 1,752
Change+217 (+12%)
Value$302.1K (+$10.1K)
Filed 2026-10-08
CFM Wealth Partners LLC
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$301.1K (-$26.1K)
Filed 2026-11-05
Savant Capital, LLC
NEW
Shares1,919
Change+1,919
Value$294.3K
Filed 2026-11-06
Pictet North America Advisors SA
UNCHANGED
Shares1,891 from 1,891
Change0 (0%)
Value$290.0K (-$25.1K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares1,888 from 1,618
Change+270 (+17%)
Value$289.6K (+$19.9K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares1,780 from 1,895
Change-115 (-6%)
Value$272.9K (-$42.9K)
Filed 2026-11-05
Chemistry Wealth Management LLC
DECREASED
Shares1,777 from 1,956
Change-179 (-9%)
Value$272.5K (-$53.4K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
NEW
Shares1,776
Change+1,776
Value$272.4K
Filed 2026-10-20
Fiduciary Alliance LLC
INCREASED
Shares1,768 from 1,764
Change+4 (+0%)
Value$271.1K (-$22.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares1,742 from 1,517
Change+225 (+15%)
Value$267.1K (+$14.7K)
Filed 2026-10-08
TritonPoint Partners, LLC
DECREASED
Shares1,717 from 7,330
Change-5,613 (-77%)
Value$263.3K (-$958.2K)
Filed 2026-11-05
Atlas Brown,Inc.
INCREASED
Shares1,712 from 1,709
Change+3 (+0%)
Value$262.6K (-$22.2K)
Filed 2026-10-09
Cardinal Point Capital Management ULC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$260.7K (-$22.6K)
Filed 2026-10-21
Venture Visionary Partners LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$260.7K (-$22.6K)
Filed 2026-10-07
Dale Q Rice Investment Management Ltd
DECREASED
Shares1,651 from 1,708
Change-57 (-3%)
Value$253.2K (-$31.4K)
Filed 2026-10-09
McClarren Financial Advisors, Inc.
INCREASED
Shares1,651 from 1,648
Change+3 (+0%)
Value$253.3K (-$21.4K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
NEW
Shares1,621
Change+1,621
Value$248.6K
Filed 2026-11-05
Sonata Capital Group Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$245.4K (-$21.2K)
Filed 2026-10-19
Centerline Wealth Advisors, LLC
INCREASED
Shares1,591 from 1,590
Change+1 (+0%)
Value$244.0K (-$21.0K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares1,571 from 1,528
Change+43 (+3%)
Value$241.0K (-$13.7K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares1,558 from 1,536
Change+22 (+1%)
Value$239.0K (-$17.0K)
Filed 2026-10-16
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$237.5K (-$20.6K)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares1,543 from 1,543
Change0 (0%)
Value$236.7K (-$20.5K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares1,534 from 1,532
Change+2 (+0%)
Value$235.0K (-$20.0K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$235.3K (-$20.4K)
Filed 2026-10-22
Vima LLC
INCREASED
Shares1,516 from 1,514
Change+2 (+0%)
Value$232.5K (-$19.8K)
Filed 2026-10-23
Adell Harriman & Carpenter Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$230.1K (-$19.9K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares1,467 from 1,464
Change+3 (+0%)
Value$225.0K (-$19.0K)
Filed 2026-10-26
Oppenheimer & Co Inc
NEW
Shares1,460
Change+1,460
Value$223.9K
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares1,455 from 1,454
Change+1 (+0%)
Value$223.1K (-$19.1K)
Filed 2026-10-30
Retirement Planning Group, LLC
INCREASED
Shares1,414 from 1,263
Change+151 (+12%)
Value$216.9K (+$6.4K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares1,407 from 1,332
Change+75 (+6%)
Value$215.8K (-$6.2K)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$215.8K (-$17.3K)
Filed 2026-10-09
Westside Investment Management, Inc.
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$208.6K (-$18.1K)
Filed 2026-11-02
True Link Financial Advisors, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$207.8K (-$18.0K)
Filed 2026-10-27
Vise Technologies, Inc.
NEW
Shares1,321
Change+1,321
Value$202.6K
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$167.2K (-$14.5K)
Filed 2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$153.4K (-$13.3K)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$137.1K (-$11.9K)
Filed 2026-10-16
Davis Capital Management
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$125.9K (-$10.9K)
Filed 2026-10-08
Abound Wealth Management
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$124.7K (-$10.8K)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares799 from 900
Change-101 (-11%)
Value$122.5K (-$27.4K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$122.5K (-$10.6K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares789 from 576
Change+213 (+37%)
Value$121.0K (+$25.0K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$118.9K (-$10.3K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares505 from 40
Change+465 (+1163%)
Value$77.5K (+$70.8K)
Filed 2026-10-23
Aventus Investment Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$76.7K (-$6.6K)
Filed 2026-10-09
Transce3nd, LLC
NEW
Shares492
Change+492
Value$77.8K
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$58.0K (-$5.0K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
DECREASED
Shares337 from 430
Change-93 (-22%)
Value$51.7K (-$20.0K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares334
Change+334
Value$51.2K
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares332 from 331
Change+1 (+0%)
Value$50.9K (-$4.3K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares252 from 238
Change+14 (+6%)
Value$38.6K (-$1.0K)
Filed 2026-10-16
BankChampaign, National Association
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$38.3K (-$3.3K)
Filed 2026-10-19
West Paces Advisors Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$36.8K (-$3.2K)
Filed 2026-10-13
Viewpoint Capital Management LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$36.0K (-$3.1K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$33.7K (-$2.9K)
Filed 2026-10-21
Concord Wealth Partners
DECREASED
Shares215 from 216
Change-1 (0%)
Value$32.9K (-$3.1K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$31.0K (-$2.7K)
Filed 2026-10-07
Duncker Streett & Co Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.7K (-$2.7K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$28.5K (-$2.5K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$22.7K (-$2.0K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares147 from 11
Change+136 (+1236%)
Value$22.8K (+$21.0K)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$22.4K (-$1.9K)
Filed 2026-10-26
Rossby Financial, LCC
NEW
Shares145
Change+145
Value$22.2K
Filed 2026-11-05
Alpine Bank Wealth Management
NEW
Shares140
Change+140
Value$21.5K
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$18.9K (-$1.6K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares102 from 100
Change+2 (+2%)
Value$15.7K (-$976)
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.3K (-$1.3K)
Filed 2026-10-26
Hartford Financial Management Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$13.7K (-$1.2K)
Filed 2026-10-21
Fortis Group Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.3K (-$1.1K)
Filed 2026-11-06
Mondrian Investment Partners LTD
NEW
Shares76
Change+76
Value$11.9K
Filed 2026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$10.7K (-$930)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.3K (-$890)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.2K (-$797)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares50
Change+50
Value$7.7K
Filed 2026-11-03
Valued Wealth Advisors LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$6.3K (-$544)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.8K (-$332)
Filed 2026-11-02
Assetmark, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.6K (-$226)
Filed 2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (-$133)
Filed 2026-10-09
JFS Wealth Advisors, LLC
DECREASED
Shares1 from 96
Change-95 (-99%)
Value$154 (-$15.8K)
Filed 2026-11-03
Professional Advisory Services Inc
CLOSED
Shares0 from 1,995
Change-1,995 (-100%)
Value$0 (-$332)
Filed 2026-10-08
Harmony Asset Management LLC
CLOSED
Shares0 from 1,389
Change-1,389 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-20
IVC Wealth Advisors LLC
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-23
True Private Wealth Advisors
CLOSED
Shares0 from 1,274
Change-1,274 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-19
WBH Advisory Inc
CLOSED
Shares0 from 1,260
Change-1,260 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-05
Beirne Wealth Consulting Services, LLC
CLOSED
Shares0 from 1,260
Change-1,260 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-19
Kaizen Financial Strategies
CLOSED
Shares0 from 1,246
Change-1,246 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-09
First Merchants Corp
CLOSED
Shares0 from 1,234
Change-1,234 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-15
Apollon Wealth Management, LLC
CLOSED
Shares0 from 1,234
Change-1,234 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-23
Urban Wealth Management, LLC
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
CLOSED
Shares0 from 1,211
Change-1,211 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-13
Sierra Summit Advisors LLC
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,037
Change-1,037 (-100%)
Value$0 (-$171.8K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 451
Change-451 (-100%)
Value$0 (-$75.2K)
Filed 2026-10-22
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 311
Change-311 (-100%)
Value$0 (-$51.8K)
Filed 2026-10-26
Tsfg, LLC
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 153
Change-153 (-100%)
Value$0 (-$25.5K)
Filed 2026-10-15
Copeland Capital Management, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 767,063
Change-767,063 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 443,260
Change-443,260 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 440,201
Change-440,201 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 389,701
Change-389,701 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 328,994
Change-328,994 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 289,334
Change-289,334 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 263,826
Change-263,826 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 201,167
Change-201,167 (-100%)
Value—
UBS Group AG
N/A
Shares— from 178,454
Change-178,454 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 113,634
Change-113,634 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 99,762
Change-99,762 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 74,753
Change-74,753 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 71,458
Change-71,458 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 68,758
Change-68,758 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,201
Change-67,201 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,832
Change-56,832 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 53,602
Change-53,602 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 52,542
Change-52,542 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 51,668
Change-51,668 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 46,193
Change-46,193 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 44,268
Change-44,268 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,332
Change-41,332 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,037
Change-41,037 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,204
Change-39,204 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 38,711
Change-38,711 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 34,126
Change-34,126 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 30,960
Change-30,960 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,354
Change-29,354 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 27,766
Change-27,766 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,670
Change-27,670 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,540
Change-26,540 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 19,421
Change-19,421 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 19,332
Change-19,332 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,211
Change-19,211 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,914
Change-18,914 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 16,868
Change-16,868 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,594
Change-16,594 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,330
Change-14,330 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,754
Change-13,754 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,399
Change-13,399 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,678
Change-12,678 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,647
Change-12,647 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 12,063
Change-12,063 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 11,796
Change-11,796 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,087
Change-11,087 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 10,928
Change-10,928 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,491
Change-9,491 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,653
Change-8,653 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,399
Change-8,399 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Simmons Bank
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,394
Change-4,394 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
FIL Ltd
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
&partners
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 767
Change-767 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 644
Change-644 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 600
Change-600 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 525
Change-525 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 456
Change-456 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 335
Change-335 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 174
Change-174 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 160
Change-160 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 85
Change-85 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 64
Change-64 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 8
Change-8 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 0
Change0
Value—
Status
Kozak & Associates, Inc.
DECREASED118,611144,050-25,439-18%$23.9M$18.7M-$5.1M2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED60,56061,910-1,350-2%$10.3M$9.3M-$1.0M2026-10-05
Well Done, LLC
DECREASED53,33054,248-918-2%$9.0M$8.2M-$861.3K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED46,45354,454-8,001-15%$9.1M$7.1K-$9.1M2026-11-02
Southern Capital Advisors, LLC
INCREASED44,94444,082+862+2%$7.3M$6.9M-$453.1K2026-10-26
Truist Financial Corp
INCREASED37,22335,942+1,281+4%$6.0M$5.7M-$280.8K2026-10-30
Odyssey Capital Advisors, Inc.
INCREASED35,86934,721+1,148+3%$5.8M$5.5M-$285.0K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED33,57226,381+7,191+27%$4.4M$5.1M+$752.5K2026-10-21
Commonwealth Equity Services, LLC
DECREASED32,50735,100-2,593-7%$5.8M$5.0M-$863.8K2026-11-02
First Citizens Financial Corp
DECREASED32,06932,355-286-1%$5.4M$4.9M-$473.5K2026-10-02
CX Institutional
INCREASED29,31328,672+641+2%$4.8K$4.5K-$2822026-10-02
Atria Investments, Inc
DECREASED26,16626,474-308-1%$4.4M$4.0M-$398.8K2026-10-15
Adirondack Capital Advisors, LLC
INCREASED25,43524,735+700+3%$4.1M$3.9M-$221.1K2026-10-09
Frank, Rimerman Advisors LLC
UNCHANGED24,46824,46800%$4.1M$3.8M-$324.9K2026-10-16
Cadent Capital Advisors, LLC
DECREASED24,18340,472-16,289-40%$6.7M$3.7M-$3.0M2026-10-09
Bank of New York Mellon Corp
INCREASED22,20621,660+546+3%$3.6M$3.4M-$204.1K2026-11-05
Fifth Third Securities, Inc.
INCREASED20,6089,141+11,467+125%$1.5M$3.2M+$1.6M2026-10-21
Magnolia Capital Management LTD
DECREASED19,96620,076-110-1%$3.3K$3.1K-$2842026-10-09
Creative Planning
DECREASED18,99619,287-291-2%$3.2M$2.9M-$300.8K2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED18,97919,003-240%$3.2M$3.0M-$194.7K2026-10-09
Merkkuri Wealth Advisors LLC
INCREASED18,89118,462+429+2%$3.1M$2.9M-$179.4K2026-11-03
Westwind Capital
INCREASED15,70015,551+149+1%$2.6K$2.4K-$1842026-10-08
Perigon Wealth Management, LLC
INCREASED15,56215,561+1+0%$2.6M$2.4M-$206.6K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED12,58932,128-19,539-61%$5.4M$1.9M-$3.4M2026-10-23
Laurel Wealth Advisors LLC
DECREASED12,54413,685-1,141-8%$2.3M$1.9M-$356.7K2026-10-27
Fifth Third Bancorp
INCREASED11,8846,968+4,916+71%$1.2M$1.8M+$661.5K2026-11-05
JBR Co Financial Management Inc
UNCHANGED11,42311,42300%$1.9M$1.9M-$11.0K2026-10-13
Essex LLC
DECREASED10,48210,850-368-3%$1.8M$1.6M-$200.5K2026-10-14
Citigroup Inc
DECREASED9,94810,277-329-3%$1.7M$1.5M-$186.8K2026-11-04
Davenport & Co LLC
DECREASED9,85610,723-867-8%$1.8M$1.5M-$275.4K2026-10-14
Castle Rock Wealth Management, LLC
DECREASED9,82913,543-3,714-27%$2.2M$1.6M-$691.7K2026-10-09
Ignite Planners, LLC
DECREASED8,8158,898-83-1%$1.5M$1.4M-$130.9K2026-10-14
Kennicott Capital Management LLC
UNCHANGED8,8058,80500%$1.5M$1.4M-$116.9K2026-10-16
Virtue Capital Management, LLC
NEW8,643—+8,643——$1.3M—2026-10-29
Riverbridge Partners LLC
NEW8,516—+8,516——$1.3M—2026-11-05
Tritonpoint Wealth, LLC
INCREASED7,3397,330+9+0%$1.2M$1.1M-$96.0K2026-10-19
Clearstead Advisors, LLC
DECREASED6,9527,245-293-4%$1.2M$1.1M-$141.2K2026-11-06
Parallel Advisors, LLC
INCREASED6,6785,280+1,398+26%$879.9K$1.0M+$144.3K2026-11-03
Kestra Advisory Services, LLC
INCREASED6,4756,035+440+7%$1.0M$993.1K-$12.6K2026-11-02
Greenspring Advisors, LLC
INCREASED6,3183,159+3,159+100%$526.4K$968.9K+$442.5K2026-11-05
Cambiar Investors LLC
NEW6,297—+6,297——$965.8K—2026-11-04
Schuylkill Financial LLC
INCREASED5,8835,811+72+1%$968.4K$902.3K-$66.1K2026-10-21
Allen Investment Management, LLC
UNCHANGED5,6395,63900%$939.7K$864.9K-$74.9K2026-11-03
Modera Wealth Management, LLC
INCREASED5,5655,542+23+0%$923.6K$853.5K-$70.1K2026-10-28
BCS Wealth Management
UNCHANGED5,1005,10000%$849.9K$782.2K-$67.7K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED4,8845,089-205-4%$848.1K$749.0K-$99.1K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED4,8553,690+1,165+32%$614.9K$744.6K+$129.7K2026-10-16
Meridian Wealth Management, LLC
INCREASED4,8104,803+7+0%$800.4K$737.7K-$62.8K2026-11-05
Glenview Trust Co
UNCHANGED4,7004,70000%$783.3K$720.8K-$62.4K2026-10-28
Patten & Patten Inc
UNCHANGED4,5104,51000%$751.6K$691.7K-$59.9K2026-10-26
Imc-Chicago, LLC
DECREASED4,4465,204-758-15%$867.2K$681.9K-$185.4K2026-11-05
Cornerstone Wealth Management, LLC
UNCHANGED4,4254,42500%$737.4K$678.7K-$58.8K2026-11-04
Central Valley Advisors, LLC
UNCHANGED4,1194,11900%$686.4K$631.7K-$54.7K2026-10-27
PNC Financial Services Group, Inc.
INCREASED4,1164,115+1+0%$685.8K$631.3K-$54.4K2026-11-06
Lakeshore Capital Group, Inc.
INCREASED3,9733,819+154+4%$636.4K$609.3K-$27.1K2026-10-20
Sovran Advisors, LLC
DECREASED3,9624,395-433-10%$728.7K$635.5K-$93.2K2026-11-02
Prospera Financial Services Inc
DECREASED3,91693,578-89,662-96%$15.6M$621.1K-$15.0M2026-11-04
NTV Asset Management LLC
DECREASED3,6724,772-1,100-23%$795.3K$563.2K-$232.1K2026-10-23
MinichMacGregor Wealth Management, LLC
DECREASED3,63986,882-83,243-96%$14.5M$558.1K-$13.9M2026-10-14
US Bancorp \de\
UNCHANGED3,6133,61300%$602.1K$554.1K-$48.0K2026-11-05
Merit Financial Group, LLC
UNCHANGED3,5403,54000%$590.0K$543.0K-$47.0K2026-11-06
TPG Advisors LLC
UNCHANGED3,4983,49800%$582.9K$536.5K-$46.5K2026-10-16
Noble Family Wealth, LLC
DECREASED3,4003,600-200-6%$599.9K$521.5K-$78.5K2026-10-26
Wealth Management Partners, LLC
UNCHANGED3,3163,31600%$552.6K$508.6K-$44.0K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED3,1782,469+709+29%$404.1K$494.8K+$90.7K2026-10-13
Citizens Financial Group Inc
INCREASED3,1192,918+201+7%$486.3K$478.4K-$7.9K2026-10-23
Grey Fox Wealth Advisors, LLC
INCREASED2,9901,492+1,498+100%$248.7K$458.6K+$209.9K2026-11-03
Independent Financial Group, LLC
DECREASED2,7583,189-431-14%$531.4K$423.0K-$108.4K2026-10-13
Nations Financial Group Inc,
INCREASED2,6632,521+142+6%$420.1K$408.5K-$11.6K2026-11-05
Lido Advisors, LLC
NEW2,652—+2,652——$406.7K—2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED2,549376+2,173+578%$62.7K$390.9K+$328.2K2026-11-03
Global Assets Advisory, LLC
NEW2,546—+2,546——$399.9K—2026-10-28
Berkshire Money Management, Inc.
NEW2,500—+2,500——$383.4K—2026-10-21
Bailard, Inc.
UNCHANGED2,4982,49800%$416.3K$383.1K-$33.2K2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED2,4761,953+523+27%$325.5K$379.7K+$54.3K2026-11-05
Commonwealth Financial Services, LLC
UNCHANGED2,4582,45800%$409.5K$377.0K-$32.6K2026-10-20
Royal Fund Management, LLC
DECREASED2,3792,403-24-1%$400.5K$365.0K-$35.5K2026-10-22
Patriot Investment Management Group, Inc.
UNCHANGED2,3702,37000%$395.0K$363.5K-$31.5K2026-10-15
SFE Investment Counsel
DECREASED2,2272,249-22-1%$374.9K$341.5K-$33.4K2026-10-29
Apollon Financial, LLC
INCREASED2,1572,082+75+4%$347.0K$330.8K-$16.1K2026-10-23
Griffin Asset Management, Inc.
INCREASED2,1482,127+21+1%$354.5K$329.4K-$25.0K2026-10-22
KCM Investment Advisors LLC
UNCHANGED2,1352,13500%$355.8K$327.4K-$28.4K2026-10-27
Gerald Baker Financial Group LLC
INCREASED2,1222,118+4+0%$353.0K$325.5K-$27.5K2026-10-09
Sowell Financial Services LLC
INCREASED2,1052,104+1+0%$350.6K$322.9K-$27.7K2026-10-23
TD Waterhouse Canada Inc.
INCREASED1,9801,740+240+14%$290.3K$307.5K+$17.1K2026-10-16
Samalin Investment Counsel, LLC
INCREASED1,9771,975+2+0%$329.2K$303.2K-$26.0K2026-10-23
CoreCap Advisors, LLC
INCREASED1,9691,752+217+12%$292.0K$302.1K+$10.1K2026-10-08
CFM Wealth Partners LLC
UNCHANGED1,9631,96300%$327.1K$301.1K-$26.1K2026-11-05
Savant Capital, LLC
NEW1,919—+1,919——$294.3K—2026-11-06
Pictet North America Advisors SA
UNCHANGED1,8911,89100%$315.1K$290.0K-$25.1K2026-10-21
Soltis Investment Advisors LLC
INCREASED1,8881,618+270+17%$269.6K$289.6K+$19.9K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED1,7801,895-115-6%$315.8K$272.9K-$42.9K2026-11-05
Chemistry Wealth Management LLC
DECREASED1,7771,956-179-9%$326.0K$272.5K-$53.4K2026-10-16
Amplius Wealth Advisors, LLC
NEW1,776—+1,776——$272.4K—2026-10-20
Fiduciary Alliance LLC
INCREASED1,7681,764+4+0%$294.1K$271.1K-$22.9K2026-10-13
Farther Finance Advisors, LLC
INCREASED1,7421,517+225+15%$252.4K$267.1K+$14.7K2026-10-08
TritonPoint Partners, LLC
DECREASED1,7177,330-5,613-77%$1.2M$263.3K-$958.2K2026-11-05
Atlas Brown,Inc.
INCREASED1,7121,709+3+0%$284.8K$262.6K-$22.2K2026-10-09
Cardinal Point Capital Management ULC
UNCHANGED1,7001,70000%$283.3K$260.7K-$22.6K2026-10-21
Venture Visionary Partners LLC
UNCHANGED1,7001,70000%$283.3K$260.7K-$22.6K2026-10-07
Dale Q Rice Investment Management Ltd
DECREASED1,6511,708-57-3%$284.6K$253.2K-$31.4K2026-10-09
McClarren Financial Advisors, Inc.
INCREASED1,6511,648+3+0%$274.7K$253.3K-$21.4K2026-10-15
Elevation Point Wealth Partners, LLC
NEW1,621—+1,621——$248.6K—2026-11-05
Sonata Capital Group Inc
UNCHANGED1,6001,60000%$266.6K$245.4K-$21.2K2026-10-19
Centerline Wealth Advisors, LLC
INCREASED1,5911,590+1+0%$265.0K$244.0K-$21.0K2026-10-15
Sigma Planning Corp
INCREASED1,5711,528+43+3%$254.7K$241.0K-$13.7K2026-10-23
PFG Advisors
INCREASED1,5581,536+22+1%$256.0K$239.0K-$17.0K2026-10-16
Matthew Goff Investment Advisor, LLC
UNCHANGED1,5491,54900%$258.1K$237.5K-$20.6K2026-10-13
Central Trust Co
UNCHANGED1,5431,54300%$257.1K$236.7K-$20.5K2026-11-05
Thrivent Financial for Lutherans
INCREASED1,5341,532+2+0%$255.0K$235.0K-$20.0K2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED1,5341,53400%$255.6K$235.3K-$20.4K2026-10-22
Vima LLC
INCREASED1,5161,514+2+0%$252.3K$232.5K-$19.8K2026-10-23
Adell Harriman & Carpenter Inc
UNCHANGED1,5001,50000%$250.0K$230.1K-$19.9K2026-11-02
Indivisible Partners
INCREASED1,4671,464+3+0%$244.0K$225.0K-$19.0K2026-10-26
Oppenheimer & Co Inc
NEW1,460—+1,460——$223.9K—2026-10-26
Compass Financial Management LLC
INCREASED1,4551,454+1+0%$242.3K$223.1K-$19.1K2026-10-30
Retirement Planning Group, LLC
INCREASED1,4141,263+151+12%$210.5K$216.9K+$6.4K2026-10-19
Carnegie Investment Counsel
INCREASED1,4071,332+75+6%$222.0K$215.8K-$6.2K2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED1,4071,40700%$233.1K$215.8K-$17.3K2026-10-09
Westside Investment Management, Inc.
UNCHANGED1,3601,36000%$226.6K$208.6K-$18.1K2026-11-02
True Link Financial Advisors, LLC
UNCHANGED1,3551,35500%$225.8K$207.8K-$18.0K2026-10-27
Vise Technologies, Inc.
NEW1,321—+1,321——$202.6K—2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,0901,09000%$181.6K$167.2K-$14.5K2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED1,0001,00000%$166.7K$153.4K-$13.3K2026-10-15
Pension & Wealth Management Advisors, Inc.
UNCHANGED89489400%$149.0K$137.1K-$11.9K2026-10-16
Davis Capital Management
UNCHANGED82182100%$136.8K$125.9K-$10.9K2026-10-08
Abound Wealth Management
UNCHANGED81381300%$135.5K$124.7K-$10.8K2026-10-26
Simplex Trading, LLC
DECREASED799900-101-11%$150.0K$122.5K-$27.4K2026-11-04
Oakworth Capital, Inc.
UNCHANGED79979900%$133.1K$122.5K-$10.6K2026-10-26
AlphaCore Capital LLC
INCREASED789576+213+37%$96.0K$121.0K+$25.0K2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED77577500%$129.2K$118.9K-$10.3K2026-10-13
Signaturefd, LLC
INCREASED50540+465+1163%$6.7K$77.5K+$70.8K2026-10-23
Aventus Investment Advisors, Inc.
UNCHANGED50050000%$83.3K$76.7K-$6.6K2026-10-09
Transce3nd, LLC
NEW492—+492——$77.8K—2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED37837800%$63.0K$58.0K-$5.0K2026-10-27
Provenance Wealth Advisors, LLC
DECREASED337430-93-22%$71.7K$51.7K-$20.0K2026-10-30
Root Financial Partners, LLC
NEW334—+334——$51.2K—2026-10-21
Redwood Park Advisors LLC
INCREASED332331+1+0%$55.2K$50.9K-$4.3K2026-11-02
IFP Advisors, Inc
INCREASED252238+14+6%$39.7K$38.6K-$1.0K2026-10-16
BankChampaign, National Association
UNCHANGED25025000%$41.7K$38.3K-$3.3K2026-10-19
West Paces Advisors Inc.
UNCHANGED24024000%$40.0K$36.8K-$3.2K2026-10-13
Viewpoint Capital Management LLC
UNCHANGED23523500%$39.2K$36.0K-$3.1K2026-10-27
Trust Co of Vermont
UNCHANGED22022000%$36.7K$33.7K-$2.9K2026-10-21
Concord Wealth Partners
DECREASED215216-10%$36.0K$32.9K-$3.1K2026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED20220200%$33.7K$31.0K-$2.7K2026-10-07
Duncker Streett & Co Inc
UNCHANGED20020000%$33.3K$30.7K-$2.7K2026-10-27
Key FInancial Inc
UNCHANGED18618600%$31.0K$28.5K-$2.5K2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED14814800%$24.7K$22.7K-$2.0K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED14711+136+1236%$1.8K$22.8K+$21.0K2026-11-04
First Bancorp, Inc
UNCHANGED14614600%$24.3K$22.4K-$1.9K2026-10-26
Rossby Financial, LCC
NEW145—+145——$22.2K—2026-11-05
Alpine Bank Wealth Management
NEW140—+140——$21.5K—2026-10-16
Private Trust Co NA
UNCHANGED12312300%$20.5K$18.9K-$1.6K2026-10-20
Blue Trust, Inc.
INCREASED102100+2+2%$16.7K$15.7K-$9762026-10-15
Lanark Financial, Inc.
UNCHANGED10010000%$16.7K$15.3K-$1.3K2026-10-26
Hartford Financial Management Inc.
UNCHANGED898900%$14.8K$13.7K-$1.2K2026-10-21
Fortis Group Advisors, LLC
UNCHANGED808000%$13.3K$12.3K-$1.1K2026-11-06
Mondrian Investment Partners LTD
NEW76—+76——$11.9K—2026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED707000%$11.7K$10.7K-$9302026-10-23
Triumph Capital Management
UNCHANGED676700%$11.2K$10.3K-$8902026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED606000%$10.0K$9.2K-$7972026-10-16
Ascentis Independent Advisors
NEW50—+50——$7.7K—2026-11-03
Valued Wealth Advisors LLC
UNCHANGED414100%$6.8K$6.3K-$5442026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED252500%$4.2K$3.8K-$3322026-11-02
Assetmark, Inc
UNCHANGED171700%$2.8K$2.6K-$2262026-10-21
Armstrong Advisory Group, Inc
UNCHANGED101000%$1.7K$1.5K-$1332026-10-09
JFS Wealth Advisors, LLC
DECREASED196-95-99%$16.0K$154-$15.8K2026-11-03
Professional Advisory Services Inc
CLOSED01,995-1,995-100%$332$0-$3322026-10-08
Harmony Asset Management LLC
CLOSED01,389-1,389-100%$231.5K$0-$231.5K2026-10-20
IVC Wealth Advisors LLC
CLOSED01,280-1,280-100%$213.3K$0-$213.3K2026-10-23
True Private Wealth Advisors
CLOSED01,274-1,274-100%$212.3K$0-$212.3K2026-10-19
WBH Advisory Inc
CLOSED01,260-1,260-100%$210.0K$0-$210.0K2026-11-05
Beirne Wealth Consulting Services, LLC
CLOSED01,260-1,260-100%$210.0K$0-$210.0K2026-10-19
Kaizen Financial Strategies
CLOSED01,246-1,246-100%$206.4K$0-$206.4K2026-10-09
First Merchants Corp
CLOSED01,234-1,234-100%$205.6K$0-$205.6K2026-10-15
Apollon Wealth Management, LLC
CLOSED01,234-1,234-100%$205.6K$0-$205.6K2026-10-23
Urban Wealth Management, LLC
CLOSED01,220-1,220-100%$203.3K$0-$203.3K2026-10-21
Connecticut Wealth Management, LLC
CLOSED01,211-1,211-100%$201.9K$0-$201.9K2026-10-13
Sierra Summit Advisors LLC
CLOSED01,205-1,205-100%$200.8K$0-$200.8K2026-10-28
International Assets Investment Management, LLC
CLOSED01,037-1,037-100%$171.8K$0-$171.8K2026-11-02
Farmers & Merchants Investments Inc
CLOSED0451-451-100%$75.2K$0-$75.2K2026-10-22
Commonwealth Retirement Investments LLC
CLOSED0311-311-100%$51.8K$0-$51.8K2026-10-26
Tsfg, LLC
CLOSED0161-161-100%$27.0K$0-$27.0K2026-10-23
AdvisorNet Financial, Inc
CLOSED0153-153-100%$25.5K$0-$25.5K2026-10-15
Copeland Capital Management, LLC
CLOSED026-26-100%$4.3K$0-$4.3K2026-10-13
Morgan Stanley
N/A—767,063-767,063-100%$127.8M———
Bank of America Corp
N/A—443,260-443,260-100%$73.9M———
Wells Fargo & Company
N/A—440,201-440,201-100%$73.4M———
Pgim Custom Harvest LLC
N/A—389,701-389,701-100%$64.9M———
LPL Financial LLC
N/A—328,994-328,994-100%$54.8M———
MML Investors Services, LLC
N/A—289,334-289,334-100%$48.2M———
Royal Bank of Canada
N/A—263,826-263,826-100%$44.0M———
Raymond James Financial Inc
N/A—201,167-201,167-100%$33.5M———
UBS Group AG
N/A—178,454-178,454-100%$29.7M———
Legacy Edge Advisors, LLC
N/A—113,634-113,634-100%$18.9M———
BNP Paribas Financial Markets
N/A—100,000-100,000-100%$16.7M———
Osaic Holdings, Inc.
N/A—99,762-99,762-100%$16.6M———
Ameriprise Financial Inc
N/A—74,753-74,753-100%$12.5M———
Jones Financial Companies Lllp
N/A—71,458-71,458-100%$11.7M———
Goldman Sachs Group Inc
N/A—68,758-68,758-100%$11.5M———
Sanctuary Advisors, LLC
N/A—67,201-67,201-100%$11.2M———
Janney Montgomery Scott LLC
N/A—56,832-56,832-100%$9.5M———
HighTower Advisors, LLC
N/A—53,602-53,602-100%$8.9M———
Focus Partners Wealth
N/A—52,542-52,542-100%$8.8M———
Bank of the Bluegrass & Trust Co.
N/A—51,668-51,668-100%$7.9M———
Stifel Financial Corp
N/A—46,193-46,193-100%$7.7M———
Envestnet Asset Management Inc
N/A—44,268-44,268-100%$7.4M———
Susquehanna International Group, LLP
N/A—41,332-41,332-100%$6.9M———
Steward Partners Investment Advisory, LLC
N/A—41,037-41,037-100%$6.8M———
JPMorgan Chase & Co
N/A—39,204-39,204-100%$6.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—38,711-38,711-100%$6.5M———
Modus Advisors, LLC
N/A—34,126-34,126-100%$5.7M———
Zurich Insurance Group Ltd
N/A—30,960-30,960-100%$5.2M———
Principal Securities, Inc.
N/A—29,354-29,354-100%$4.9M———
BlackRock, Inc.
N/A—27,766-27,766-100%$4.6M———
Cetera Investment Advisers
N/A—27,670-27,670-100%$4.6M———
FMR LLC
N/A—26,540-26,540-100%$4.4M———
Tudor Financial Inc.
N/A—19,421-19,421-100%$3.2M———
Smartleaf Asset Management LLC
N/A—19,332-19,332-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—19,211-19,211-100%$3.2M———
Captrust Financial Advisors
N/A—18,914-18,914-100%$3.2M———
SCS Capital Management LLC
N/A—16,868-16,868-100%$2.8M———
Waverly Advisors, LLC
N/A—16,594-16,594-100%$2.8M———
Mmbg Investment Advisors Co.
N/A—14,330-14,330-100%$2.4M———
Private Advisor Group, LLC
N/A—13,754-13,754-100%$2.3M———
IHT Wealth Management, LLC
N/A—13,399-13,399-100%$2.2M———
Equitable Holdings, Inc.
N/A—12,678-12,678-100%$2.1M———
Bartlett & Co. Wealth Management LLC
N/A—12,647-12,647-100%$2.1M———
Waterloo Capital, L.P.
N/A—12,063-12,063-100%$2.0M———
Scotia Capital Inc.
N/A—11,796-11,796-100%$2.0M———
Mariner, LLC
N/A—11,511-11,511-100%$1.9M———
Snowden Capital Advisors LLC
N/A—11,347-11,347-100%$1.9M———
Mercer Global Advisors Inc
N/A—11,087-11,087-100%$1.8M———
Stillwater Capital Advisors, LLC
N/A—10,928-10,928-100%$1.8M———
Baird Financial Group, Inc.
N/A—9,930-9,930-100%$1.7M———
Bank of Montreal
N/A—9,622-9,622-100%$1.6M———
Keating Financial Advisory Services, Inc.
N/A—9,491-9,491-100%$1.6M———
Ameritas Advisory Services, LLC
N/A—9,202-9,202-100%$1.5M———
AQR Capital Management LLC
N/A—9,028-9,028-100%$1.5M———
Jane Street Group, LLC
N/A—8,996-8,996-100%$1.5M———
Ridge Creek Global, Inc
N/A—8,889-8,889-100%$1.5M———
Huntington National Bank
N/A—8,743-8,743-100%$1.5M———
Quantinno Capital Management LP
N/A—8,712-8,712-100%$1.5M———
Empirical Asset Management, LLC
N/A—8,653-8,653-100%$1.4M———
KKM Financial LLC
N/A—8,640-8,640-100%$1.4M———
RIK Saylor Financial, Inc.
N/A—8,558-8,558-100%$1.4M———
BFC Planning, Inc.
N/A—8,399-8,399-100%$1.4M———
Northwestern Mutual Wealth Management Co
N/A—8,200-8,200-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—7,939-7,939-100%$1.3M———
Arkadios Wealth Advisors
N/A—7,675-7,675-100%$1.3M———
Brown Advisory Inc
N/A—7,363-7,363-100%$1.2M———
HRT Financial LP
N/A—6,972-6,972-100%$1.2M———
Muirfield Wealth Advisors LLC
N/A—6,813-6,813-100%$1.1M———
Advisory Services Network, LLC
N/A—6,794-6,794-100%$1.1M———
Arax Advisory Partners
N/A—6,764-6,764-100%$1.1M———
Simmons Bank
N/A—6,662-6,662-100%$1.1M———
Planning Directions Inc
N/A—6,548-6,548-100%$1.1M———
Rollins Financial Advisors, LLC
N/A—6,487-6,487-100%$1.1M———
Zhang Financial LLC
N/A—6,054-6,054-100%$1.0M———
Stephens Inc
N/A—5,541-5,541-100%$923.4K———
Navellier & Associates Inc
N/A—5,243-5,243-100%$873.7K———
Coastal Bridge Advisors, LLC
N/A—4,921-4,921-100%$820.1K———
D L Carlson Investment Group Inc
N/A—4,830-4,830-100%$804.9K———
OneDigital Investment Advisors LLC
N/A—4,737-4,737-100%$789.4K———
IFG Advisory, LLC
N/A—4,435-4,435-100%$739.1K———
United Capital Financial Advisors, LLC
N/A—4,416-4,416-100%$736.0K———
EP Wealth Advisors, LLC
N/A—4,394-4,394-100%$732.3K———
Cerity Partners LLC
N/A—4,393-4,393-100%$732.1K———
NewEdge Advisors, LLC
N/A—4,337-4,337-100%$722.7K———
One Charles Private Wealth Services, LLC
N/A—4,230-4,230-100%$704.9K———
FIL Ltd
N/A—4,018-4,018-100%$669.6K———
Haverford Trust Co
N/A—4,002-4,002-100%$666.9K———
CIBC World Market Inc.
N/A—3,980-3,980-100%$663.3K———
Flow Traders U.S. LLC
N/A—3,748-3,748-100%$625.0K———
Stonebridge Financial Planning Group, LLC
N/A—3,699-3,699-100%$616.4K———
NewEdge Wealth, LLC
N/A—3,542-3,542-100%$590.3K———
Mutual Advisors, LLC
N/A—3,411-3,411-100%$568.5K———
Allworth Financial LP
N/A—3,393-3,393-100%$565.5K———
Blair William & Co
N/A—3,383-3,383-100%$563.8K———
M3 Advisory Group, LLC
N/A—3,374-3,374-100%$562.4K———
Sequoia Financial Advisors, LLC
N/A—3,291-3,291-100%$548.4K———
O'shaughnessy Asset Management, LLC
N/A—3,244-3,244-100%$540.6K———
CreativeOne Wealth, LLC
N/A—3,076-3,076-100%$512.5K———
Roehl & Yi Investment Advisors, LLC
N/A—3,018-3,018-100%$503.0K———
Geneos Wealth Management Inc.
N/A—2,962-2,962-100%$493.6K———
MAI Capital Management
N/A—2,877-2,877-100%$479.4K———
Whittier Trust Co
N/A—2,811-2,811-100%$470.8K———
Wealthspire Advisors, LLC
N/A—2,806-2,806-100%$467.6K———
Stonebridge Financial Group, LLC
N/A—2,795-2,795-100%$465.0K———
Northern Trust Corp
N/A—2,773-2,773-100%$462.1K———
Ausdal Financial Partners, Inc.
N/A—2,733-2,733-100%$455.4K———
Pathstone Holdings, LLC
N/A—2,685-2,685-100%$447.5K———
Paragon Financial Partners, Inc.
N/A—2,667-2,667-100%$437.1K———
Kiley Juergens Wealth Management, LLC
N/A—2,384-2,384-100%$397.3K———
Commerce Bank
N/A—2,374-2,374-100%$395.6K———
Daybright Advisory Services, Inc.
N/A—2,310-2,310-100%$378.7K———
Stratos Investment Management, LLC
N/A—2,309-2,309-100%$384.8K———
XTX Topco Ltd
N/A—2,203-2,203-100%$367.1K———
Gladstone Institutional Advisory LLC
N/A—2,116-2,116-100%$352.6K———
V2 Financial group LLC
N/A—2,000-2,000-100%$333.3K———
Great Valley Advisor Group, Inc.
N/A—1,980-1,980-100%$330.3K———
Cresset Asset Management, LLC
N/A—1,974-1,974-100%$329.0K———
Hilltop Holdings Inc.
N/A—1,955-1,955-100%$325.8K———
CIBC Bancorp USA Inc.
N/A—1,899-1,899-100%$316.5K———
Dynasty Wealth Management, LLC
N/A—1,859-1,859-100%$309.8K———
Trexquant Investment LP
N/A—1,724-1,724-100%$287.3K———
Focus Partners Advisor Solutions, LLC
N/A—1,653-1,653-100%$275.5K———
Coldstream Capital Management Inc
N/A—1,642-1,642-100%$273.6K———
Integrated Wealth Concepts LLC
N/A—1,631-1,631-100%$271.8K———
Stratos Wealth Partners, Ltd.
N/A—1,592-1,592-100%$265.4K———
Kovack Advisors, Inc.
N/A—1,576-1,576-100%$262.3K———
Summit Financial, LLC
N/A—1,503-1,503-100%$250.5K———
Millstone Evans Group, LLC
N/A—1,500-1,500-100%$250.0K———
One Wealth Advisors, LLC
N/A—1,487-1,487-100%$247.8K———
&partners
N/A—1,475-1,475-100%$245.8K———
Russell Investments Group, Ltd.
N/A—1,469-1,469-100%$244.8K———
Harbour Investments, Inc.
N/A—1,406-1,406-100%$234.4K———
Global Retirement Partners, LLC
N/A—1,404-1,404-100%$234.0K———
Kingsview Wealth Management, LLC
N/A—1,369-1,369-100%$228.1K———
HFG Advisors, Inc.
N/A—1,358-1,358-100%$226.3K———
AE Wealth Management LLC
N/A—1,354-1,354-100%$225.6K———
Pettyjohn, Wood & White, Inc
N/A—1,320-1,320-100%$220.0K———
Pacific SUN Financial Corp
N/A—1,275-1,275-100%$212.5K———
Valmark Advisers, Inc.
N/A—1,274-1,274-100%$212.3K———
Chesapeake Wealth Management
N/A—1,261-1,261-100%$210.1K———
Western Wealth Management, LLC
N/A—1,248-1,248-100%$207.9K———
First National Bank of Hutchinson
N/A—1,208-1,208-100%$201.3K———
Federation des caisses Desjardins du Quebec
N/A—1,178-1,178-100%$196.3K———
Swisher Financial Concepts, Inc.
N/A—1,092-1,092-100%$182.0K———
Ancora Advisors LLCA
N/A—1,031-1,031-100%$171.8K———
UBS Asset Management Americas LLC
N/A—1,002-1,002-100%$167.0K———
Bogart Wealth, LLC
N/A—856-856-100%$142.7K———
National Bank of Canada
N/A—767-767-100%$127.8K———
Capital Analysts, LLC
N/A—680-680-100%$113.0K———
Atlantic Union Bankshares Corp
N/A—644-644-100%$107.4K———
Glenmede Trust Co NA
N/A—600-600-100%$100.0K———
Founders Financial Alliance, LLC
N/A—578-578-100%$96.2K———
MidFirst Bank
N/A—525-525-100%$87.5K———
SHP Wealth Management
N/A—456-456-100%$76.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—403-403-100%$67.2K———
Strategic Wealth Advisors LLC
N/A—374-374-100%$55———
Regatta Research & Money Management
N/A—335-335-100%$55.8K———
Anchor Investment Management, LLC
N/A—269-269-100%$44.8K———
Aptus Capital Advisors, LLC
N/A—242-242-100%$40.3K———
Front Row Advisors LLC
N/A—240-240-100%$40.4K———
Godfrey Financial Associates, Inc.
N/A—230-230-100%$38.3K———
Sittner & Nelson, LLC
N/A—220-220-100%$36.7K———
Caldwell Sutter Capital, Inc.
N/A—200-200-100%$33.3K———
Nalls Sherbakoff Group, LLC
N/A—198-198-100%$33.0K———
Colonial Trust Advisors
N/A—174-174-100%$29.0K———
SouthState Bank Corp
N/A—160-160-100%$26.7K———
Aventura Private Wealth, LLC
N/A—105-105-100%$17.5K———
Miller Capital Partners, Inc.
N/A—100-100-100%$16.7K———
Rothschild Investment LLC
N/A—100-100-100%$16.7K———
Institute for Wealth Management, Llc.
N/A—95-95-100%$15.8K———
Whittier Trust Co of Nevada Inc
N/A—85-85-100%$14.0K———
C M Bidwell & Associates LTD
N/A—64-64-100%$10.7K———
Dunhill Financial, LLC
N/A—54-54-100%$9.1K———
Westfuller Advisors, LLC
N/A—48-48-100%$8.0K———
Truvestments Capital LLC
N/A—24-24-100%$4.0K———
London Co of Virginia
N/A—8-8-100%$1.3K———
Core Capital Management & Research, inc.
N/A—1-1-100%$165———
Financial Life Planners
N/A—00—$42———
Showing 363 of 363 institutions