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Ishares US Financials ETF (IYF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares1,605,562 from 1,675,570
Change-70,008 (-4%)
Value$201.8M (-$11.9M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares507,178 from 507,194
Change-16 (0%)
Value$63.7M (-$940.2K)
Filed 2026-11-06
Magnus Financial Group LLC
INCREASED
Shares217,557 from 211,969
Change+5,588 (+3%)
Value$27.3M (+$310.0K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares193,728 from 196,169
Change-2,441 (-1%)
Value$24.3M (-$669.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares183,744 from 184,347
Change-603 (0%)
Value$23.1M (-$416.9K)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares162,525 from 156,036
Change+6,489 (+4%)
Value$20.4M (+$527.0K)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares113,178 from 114,833
Change-1,655 (-1%)
Value$14.2M (-$420.4K)
Filed 2026-10-26
XML Financial, LLC
DECREASED
Shares110,215 from 113,768
Change-3,553 (-3%)
Value$13.8M (-$657.0K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares67,206 from 69,625
Change-2,419 (-3%)
Value$8.4K (-$8.9M)
Filed 2026-11-02
First Citizens Financial Corp
DECREASED
Shares54,091 from 54,297
Change-206 (0%)
Value$6.8M (-$126.3K)
Filed 2026-10-02
Washington Trust Co
DECREASED
Shares50,978 from 52,495
Change-1,517 (-3%)
Value$6.4M (-$287.7K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares41,529 from 41,962
Change-433 (-1%)
Value$5.2M (-$132.0K)
Filed 2026-10-29
Advisortrust Partners, LLC
UNCHANGED
Shares38,800 from 38,800
Change0 (0%)
Value$4.9M (-$71.8K)
Filed 2026-11-02
Finley Financial, LLC
DECREASED
Shares37,175 from 38,371
Change-1,196 (-3%)
Value$4.7M (-$207.5K)
Filed 2026-10-28
Eagle Strategies LLC
DECREASED
Shares37,139 from 37,269
Change-130 (0%)
Value$4.7M (-$85.3K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares33,058 from 39,969
Change-6,911 (-17%)
Value$4.2M (-$942.4K)
Filed 2026-11-04
Colony Family Offices, LLC
UNCHANGED
Shares24,982 from 24,982
Change0 (0%)
Value$3.1M (-$46.2K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares23,489 from 23,573
Change-84 (0%)
Value$3.0M (-$54.3K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares22,691 from 20,715
Change+1,976 (+10%)
Value$2.9M (+$210.0K)
Filed 2026-10-15
Financial Freedom, LLC
INCREASED
Shares20,437 from 20,056
Change+381 (+2%)
Value$2.6M (+$10.8K)
Filed 2026-11-06
CX Institutional
INCREASED
Shares20,255 from 20,157
Change+98 (+0%)
Value$2.5K (-$25)
Filed 2026-10-02
WealthCare Investment Partners, LLC
DECREASED
Shares18,706 from 21,485
Change-2,779 (-13%)
Value$2.4M (-$388.9K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares18,448 from 17,675
Change+773 (+4%)
Value$2.3M (+$64.3K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares18,434 from 18,312
Change+122 (+1%)
Value$2.3M (-$18.6K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares18,145 from 18,100
Change+45 (+0%)
Value$2.3M (-$27.8K)
Filed 2026-10-13
Kennicott Capital Management LLC
UNCHANGED
Shares17,868 from 17,868
Change0 (0%)
Value$2.2M (-$33.1K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares17,702 from 14,996
Change+2,706 (+18%)
Value$2.2M (+$312.3K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares17,504 from 17,555
Change-51 (0%)
Value$2.2M (-$38.9K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares16,960 from 18,140
Change-1,180 (-6%)
Value$2.1M (-$181.8K)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares16,350 from 16,387
Change-37 (0%)
Value$2.1M (-$35.0K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares16,263 from 16,573
Change-310 (-2%)
Value$2.0M (-$69.6K)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares16,082 from 21,434
Change-5,352 (-25%)
Value$2.0M (-$712.1K)
Filed 2026-11-04
Allen Investment Management, LLC
UNCHANGED
Shares15,835 from 15,835
Change0 (0%)
Value$2.0M (-$28.2K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED
Shares15,549 from 15,549
Change0 (0%)
Value$2.0M (-$28.8K)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED
Shares14,482 from 16,090
Change-1,608 (-10%)
Value$1.8M (-$231.8K)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares14,371 from 13,562
Change+809 (+6%)
Value$1.8M (+$76.6K)
Filed 2026-10-15
Essex LLC
DECREASED
Shares13,244 from 13,768
Change-524 (-4%)
Value$1.7M (-$91.3K)
Filed 2026-10-14
Cottonwood Capital Advisors, LLC
INCREASED
Shares12,967 from 9,864
Change+3,103 (+31%)
Value$1.6M (+$371.8K)
Filed 2026-10-20
Gerald Baker Financial Group LLC
INCREASED
Shares12,939 from 12,865
Change+74 (+1%)
Value$1.6M (-$14.6K)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
DECREASED
Shares12,657 from 16,154
Change-3,497 (-22%)
Value$1.6M (-$494.3K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares12,019 from 14,156
Change-2,137 (-15%)
Value$1.5M (-$351.7K)
Filed 2026-10-13
Wealth Management Partners, LLC
INCREASED
Shares11,641 from 9,207
Change+2,434 (+26%)
Value$1.5M (+$288.8K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
NEW
Shares10,781
Change+10,781
Value$1.4M
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares10,154 from 10,459
Change-305 (-3%)
Value$1.3M (-$57.7K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares10,077 from 9,653
Change+424 (+4%)
Value$1.3K (-$1.2M)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares10,029 from 11,231
Change-1,202 (-11%)
Value$1.3M (-$171.9K)
Filed 2026-10-27
Virtue Capital Management, LLC
NEW
Shares9,911
Change+9,911
Value$1.2M
Filed 2026-10-29
Indivisible Partners
NEW
Shares9,840
Change+9,840
Value$1.2M
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares9,520 from 9,594
Change-74 (-1%)
Value$1.2M (-$27.0K)
Filed 2026-11-06
Matthew Goff Investment Advisor, LLC
DECREASED
Shares9,146 from 9,230
Change-84 (-1%)
Value$1.1M (-$27.6K)
Filed 2026-10-13
Magnolia Capital Management LTD
UNCHANGED
Shares8,845 from 8,845
Change0 (0%)
Value$1.1K (-$17)
Filed 2026-10-09
Acropolis Investment Management, LLC
UNCHANGED
Shares8,770 from 8,770
Change0 (0%)
Value$1.1M (-$16.2K)
Filed 2026-10-08
HF Advisory Group, LLC
INCREASED
Shares7,971 from 7,655
Change+316 (+4%)
Value$1.0M (+$25.5K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
UNCHANGED
Shares7,915 from 7,915
Change0 (0%)
Value$994.7K (-$14.6K)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares7,899 from 7,116
Change+783 (+11%)
Value$992.6K (+$85.3K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares7,719 from 7,718
Change+1 (+0%)
Value$969.9K (-$14.2K)
Filed 2026-11-05
Forte Asset Management LLC
INCREASED
Shares7,531 from 7,447
Change+84 (+1%)
Value$946.3K (-$3.2K)
Filed 2026-10-13
Lpwm LLC
UNCHANGED
Shares6,786 from 6,786
Change0 (0%)
Value$852.7K (-$12.6K)
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares6,719 from 6,670
Change+49 (+1%)
Value$844.4K (-$6.1K)
Filed 2026-11-06
Redwood Financial Network Corp
INCREASED
Shares6,704 from 6,306
Change+398 (+6%)
Value$842.5K (+$38.3K)
Filed 2026-11-03
Genesee Capital Advisors, LLC
DECREASED
Shares6,657 from 7,180
Change-523 (-7%)
Value$836.6K (-$79.0K)
Filed 2026-10-20
First Citizens Bank & Trust Co
DECREASED
Shares6,430 from 6,472
Change-42 (-1%)
Value$808.0K (-$17.3K)
Filed 2026-10-14
Whitener Capital Management, Inc.
INCREASED
Shares6,336 from 6,136
Change+200 (+3%)
Value$796.2K (+$13.8K)
Filed 2026-10-15
Councilor Wealth, LLC
INCREASED
Shares6,226 from 6,225
Change+1 (+0%)
Value$782.4K (-$11.4K)
Filed 2026-10-09
Oak Barrel Wealth Advisory LLC
INCREASED
Shares6,163 from 6,149
Change+14 (+0%)
Value$774.5K (-$9.6K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,109 from 6,020
Change+89 (+1%)
Value$767.7K (+$47)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,860 from 5,797
Change+63 (+1%)
Value$736.3K (-$2.9K)
Filed 2026-10-16
One Way Holdings LLC
INCREASED
Shares5,749 from 5,187
Change+562 (+11%)
Value$722.4K (+$61.0K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares5,703 from 3,941
Change+1,762 (+45%)
Value$723.3K (+$220.7K)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares5,680 from 5,460
Change+220 (+4%)
Value$713.8K (+$17.5K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares5,654 from 3,893
Change+1,761 (+45%)
Value$710.5K (+$214.1K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares5,597 from 5,593
Change+4 (+0%)
Value$703.3K (-$9.8K)
Filed 2026-11-05
Southern Capital Advisors, LLC
DECREASED
Shares5,333 from 5,582
Change-249 (-4%)
Value$670.1K (-$41.7K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
DECREASED
Shares5,277 from 5,377
Change-100 (-2%)
Value$663.1K (-$22.5K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares5,264 from 5,201
Change+63 (+1%)
Value$661.5K (-$1.7K)
Filed 2026-10-21
Asset One Wealth Management LLC
DECREASED
Shares5,248 from 5,677
Change-429 (-8%)
Value$659.5K (-$104.1K)
Filed 2026-11-02
Tepp RIA, LLC
DECREASED
Shares5,181 from 8,117
Change-2,936 (-36%)
Value$651.1K (-$383.9K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares5,169 from 4,960
Change+209 (+4%)
Value$649.5K (+$17.0K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares5,063 from 5,506
Change-443 (-8%)
Value$636.2K (-$65.8K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
INCREASED
Shares5,052 from 5,038
Change+14 (+0%)
Value$634.9K (-$7.5K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares5,046 from 5,031
Change+15 (+0%)
Value$634.1K (-$7.4K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED
Shares5,041 from 4,997
Change+44 (+1%)
Value$633.4K (-$3.7K)
Filed 2026-10-19
Americana Partners, LLC
DECREASED
Shares4,870 from 5,456
Change-586 (-11%)
Value$612.0K (-$83.8K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$603.2K (-$8.9K)
Filed 2026-10-09
Triton Wealth Management, Pllc
INCREASED
Shares4,692 from 4,691
Change+1 (+0%)
Value$622.6K (+$7.1K)
Filed 2026-11-04
Glenview Trust Co
DECREASED
Shares4,617 from 4,817
Change-200 (-4%)
Value$580.2K (-$34.0K)
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares4,599 from 4,946
Change-347 (-7%)
Value$577.9K (-$52.8K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares4,572 from 3,536
Change+1,036 (+29%)
Value$574.5K (+$123.6K)
Filed 2026-10-16
Dagco, Inc.
INCREASED
Shares4,515 from 3,340
Change+1,175 (+35%)
Value$567.4K (+$141.5K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
INCREASED
Shares4,462 from 4,460
Change+2 (+0%)
Value$560.7K (-$8.0K)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares4,437 from 4,792
Change-355 (-7%)
Value$557.6K (-$53.5K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares4,274 from 3,272
Change+1,002 (+31%)
Value$537.1K (+$119.9K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares4,236 from 6,998
Change-2,762 (-39%)
Value$551.6K (-$377.9K)
Filed 2026-10-27
Central Valley Advisors, LLC
DECREASED
Shares4,231 from 5,272
Change-1,041 (-20%)
Value$531.7K (-$140.7K)
Filed 2026-10-27
CFM Wealth Partners LLC
UNCHANGED
Shares4,122 from 4,122
Change0 (0%)
Value$518.0K (-$7.6K)
Filed 2026-11-05
Gryphon Financial Partners LLC
UNCHANGED
Shares4,076 from 4,076
Change0 (0%)
Value$512.2K (-$7.5K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$512.1K (-$8.4K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares4,062 from 3,923
Change+139 (+4%)
Value$510.4K (+$10.2K)
Filed 2026-11-05
Capital Wealth Alliance, LLC
UNCHANGED
Shares4,037 from 4,037
Change0 (0%)
Value$507.3K (-$7.5K)
Filed 2026-10-20
Retirement Planning Group, LLC
INCREASED
Shares3,961 from 3,786
Change+175 (+5%)
Value$497.7K (+$15.0K)
Filed 2026-10-19
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares3,961 from 3,961
Change0 (0%)
Value$497.7K (-$7.3K)
Filed 2026-10-23
Apollon Financial, LLC
UNCHANGED
Shares3,755 from 3,755
Change0 (0%)
Value$471.9K (-$6.9K)
Filed 2026-10-23
Lighthouse Financial LLC
DECREASED
Shares3,750 from 3,790
Change-40 (-1%)
Value$471.2K (-$12.0K)
Filed 2026-10-23
Unified Investment Management
UNCHANGED
Shares3,734 from 3,734
Change0 (0%)
Value$469.2K (-$6.9K)
Filed 2026-10-14
Tritonpoint Wealth, LLC
UNCHANGED
Shares3,727 from 3,727
Change0 (0%)
Value$468.3K (-$6.9K)
Filed 2026-10-19
Wespac Advisors, LLC
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$456.3K (-$6.7K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares3,592 from 3,344
Change+248 (+7%)
Value$451.4K (+$25.0K)
Filed 2026-10-26
Savant Capital, LLC
DECREASED
Shares3,490 from 3,598
Change-108 (-3%)
Value$438.6K (-$20.1K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares3,481 from 3,600
Change-119 (-3%)
Value$437.5K (-$21.6K)
Filed 2026-10-28
Ironwood Financial, llc
DECREASED
Shares3,403 from 3,432
Change-29 (-1%)
Value$427.6K (-$29.9K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares3,360 from 3,358
Change+2 (+0%)
Value$422.2K (-$6.0K)
Filed 2026-10-22
Focus Financial Network, Inc.
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$421.0K (-$6.2K)
Filed 2026-10-14
Atlas Brown,Inc.
INCREASED
Shares3,258 from 3,248
Change+10 (+0%)
Value$409.4K (-$4.8K)
Filed 2026-10-09
NewSquare Capital LLC
DECREASED
Shares3,235 from 3,304
Change-69 (-2%)
Value$406.5K (-$14.8K)
Filed 2026-11-06
Cathy Pareto & Associates, Inc
INCREASED
Shares3,209 from 3,105
Change+104 (+3%)
Value$403.7K (+$7.6K)
Filed 2026-10-15
Urban Wealth Management, LLC
DECREASED
Shares3,190 from 3,315
Change-125 (-4%)
Value$400.9K (-$21.8K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares3,172 from 3,208
Change-36 (-1%)
Value$398.6K (-$10.5K)
Filed 2026-10-13
First Merchants Corp
UNCHANGED
Shares3,165 from 3,165
Change0 (0%)
Value$397.7K (-$5.9K)
Filed 2026-10-15
TrueWealth Advisors, LLC
UNCHANGED
Shares3,155 from 3,155
Change0 (0%)
Value$396.5K (-$5.8K)
Filed 2026-10-09
Cahaba Wealth Management, Inc.
INCREASED
Shares3,152 from 3,142
Change+10 (+0%)
Value$396.0K (-$4.6K)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares3,127 from 3,302
Change-175 (-5%)
Value$392.9K (-$28.1K)
Filed 2026-10-20
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares3,113 from 3,113
Change0 (0%)
Value$391.2K (-$5.8K)
Filed 2026-11-06
Harmony Asset Management LLC
DECREASED
Shares3,086 from 3,241
Change-155 (-5%)
Value$387.8K (-$25.5K)
Filed 2026-10-20
Global Assets Advisory, LLC
NEW
Shares3,076
Change+3,076
Value$390.4K
Filed 2026-10-28
Decker Wealth Management LLC
UNCHANGED
Shares3,076 from 3,076
Change0 (0%)
Value$386.5K (-$5.7K)
Filed 2026-10-09
HCR Wealth Advisors
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$386.0K (-$5.7K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,044 from 3,034
Change+10 (+0%)
Value$382.5K (-$4.4K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares3,028 from 2,874
Change+154 (+5%)
Value$380.5K (+$14.0K)
Filed 2026-10-28
Stonebridge Financial Planning Group, LLC
DECREASED
Shares3,014 from 3,084
Change-70 (-2%)
Value$378.7K (-$14.5K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares3,007 from 2,551
Change+456 (+18%)
Value$377.9K (+$52.6K)
Filed 2026-10-05
Trilogy Capital Inc.
INCREASED
Shares2,995 from 2,809
Change+186 (+7%)
Value$376.4K (+$18.2K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares2,983 from 404
Change+2,579 (+638%)
Value$374.8K (+$323.3K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares2,870 from 2,875
Change-5 (0%)
Value$361.7K (-$12.6K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares2,850 from 2,395
Change+455 (+19%)
Value$373.4K (+$67.8K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares2,841
Change+2,841
Value$357.0K
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$341.8K (-$5.0K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares2,693 from 2,688
Change+5 (+0%)
Value$338.4K (-$4.3K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares2,585 from 2,403
Change+182 (+8%)
Value$325.8K (+$12.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares2,565 from 2,702
Change-137 (-5%)
Value$322.3K (-$22.3K)
Filed 2026-10-08
YHB Investment Advisors, Inc.
DECREASED
Shares2,554 from 2,754
Change-200 (-7%)
Value$320.9K (-$30.2K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
INCREASED
Shares2,500 from 2,464
Change+36 (+1%)
Value$314.2K (+$18)
Filed 2026-10-21
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$314.2K (-$4.6K)
Filed 2026-10-26
Money Concepts Capital Corp
INCREASED
Shares2,445 from 1,940
Change+505 (+26%)
Value$307.3K (+$60.0K)
Filed 2026-11-06
TritonPoint Partners, LLC
DECREASED
Shares2,442 from 3,727
Change-1,285 (-34%)
Value$306.9K (-$168.4K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares2,390 from 2,389
Change+1 (+0%)
Value$300.4K (-$4.3K)
Filed 2026-11-06
LVW Advisors, LLC
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$284.4K (-$4.2K)
Filed 2026-10-19
IPG Investment Advisors LLC
UNCHANGED
Shares2,258 from 2,258
Change0 (0%)
Value$283.7K (-$4.2K)
Filed 2026-10-30
Integras Partners LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$270.2K (-$4.0K)
Filed 2026-10-30
Granville Capital, Inc.
INCREASED
Shares2,113 from 2,109
Change+4 (+0%)
Value$265.5K (-$3.4K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares2,090 from 1,835
Change+255 (+14%)
Value$262.6K (+$28.6K)
Filed 2026-10-08
Sagespring Wealth Partners, LLC
DECREASED
Shares2,086 from 3,596
Change-1,510 (-42%)
Value$262.1K (-$196.5K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares2,081 from 2,021
Change+60 (+3%)
Value$265.4K (+$7.7K)
Filed 2026-11-06
Darrow Company, Inc.
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$258.1K (-$3.8K)
Filed 2026-10-22
Fiduciary Alliance LLC
INCREASED
Shares2,034 from 2,028
Change+6 (+0%)
Value$255.6K (-$2.9K)
Filed 2026-10-13
KFG LLC
NEW
Shares2,000
Change+2,000
Value$251.3K
Filed 2026-11-02
Frank, Rimerman Advisors LLC
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$250.3K (-$3.7K)
Filed 2026-10-16
Vision Capital Management, Inc.
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$248.1K (-$3.7K)
Filed 2026-10-20
Gables Capital Management Inc.
INCREASED
Shares1,900 from 1,820
Change+80 (+4%)
Value$238.8K (+$6.7K)
Filed 2026-11-04
Vise Technologies, Inc.
NEW
Shares1,899
Change+1,899
Value$238.6K
Filed 2026-10-29
Moors & Cabot, Inc.
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$238.2K (-$3.5K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$237.9K (-$3.5K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares1,864 from 1,919
Change-55 (-3%)
Value$234.3K (-$10.4K)
Filed 2026-10-16
MinichMacGregor Wealth Management, LLC
DECREASED
Shares1,766 from 1,892
Change-126 (-7%)
Value$221.9K (-$19.4K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$219.2K (-$3.2K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares1,692 from 1,674
Change+18 (+1%)
Value$212.6K (-$835)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$212.5K (-$3.1K)
Filed 2026-10-23
Certuity, LLC
NEW
Shares1,683
Change+1,683
Value$211.5K
Filed 2026-11-02
Simplicity Wealth,LLC
NEW
Shares1,609
Change+1,609
Value$202.2K
Filed 2026-10-23
Level Four Advisory Services, LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$201.2K (-$3.0K)
Filed 2026-11-06
Well Done, LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$200.1K (-$2.9K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares1,456 from 1,479
Change-23 (-2%)
Value$182.9K (-$5.7K)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares1,416
Change+1,416
Value$178.6K
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,252 from 1,291
Change-39 (-3%)
Value$157.3K (-$7.3K)
Filed 2026-11-02
Blue Trust, Inc.
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$148.3K (-$2.2K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares1,034
Change+1,034
Value$129.9K
Filed 2026-11-05
Compass Wealth Management LLC
NEW
Shares1,000
Change+1,000
Value$125.7K
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$125.7K (-$1.9K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares989 from 826
Change+163 (+20%)
Value$124.3K (+$19.0K)
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$100.5K (-$1.5K)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$100.5K (-$1.5K)
Filed 2026-10-20
Essential Investment Partners LLC
NEW
Shares765
Change+765
Value$96.1K
Filed 2026-10-27
Arlington Trust Co LLC
DECREASED
Shares750 from 800
Change-50 (-6%)
Value$94.2K (-$7.8K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares690 from 590
Change+100 (+17%)
Value$86.7K (+$11.5K)
Filed 2026-11-02
Bare Financial Services, Inc
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$86.5K (-$1.3K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$86.0K (-$1.3K)
Filed 2026-10-21
Activest Wealth Management
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$81.7K (-$1.2K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares648 from 646
Change+2 (+0%)
Value$81.5K (-$937)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares645
Change+645
Value$81.1K
Filed 2026-10-21
Provenance Wealth Advisors, LLC
INCREASED
Shares623 from 488
Change+135 (+28%)
Value$78.3K (+$16.1K)
Filed 2026-10-30
Team Financial Group, LLC
NEW
Shares612
Change+612
Value$77.0K
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares542 from 162
Change+380 (+235%)
Value$68.1K (+$47.5K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$66.2K (-$975)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$62.8K (-$925)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$60.3K (-$888)
Filed 2026-11-05
Vima LLC
INCREASED
Shares430 from 428
Change+2 (+0%)
Value$54.0K (-$623)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
NEW
Shares420
Change+420
Value$52.8K
Filed 2026-11-04
Nfsg Corp
INCREASED
Shares418 from 417
Change+1 (+0%)
Value$52.5K (-$657)
Filed 2026-10-15
Syntax Research, Inc.
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$50.8K (-$748)
Filed 2026-11-04
Realta Investment Advisors
DECREASED
Shares333 from 406
Change-73 (-18%)
Value$41.8K (-$9.9K)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares330 from 329
Change+1 (+0%)
Value$41.5K (-$477)
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$39.0K (-$575)
Filed 2026-10-26
Financial Perspectives, Inc
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$37.9K (-$558)
Filed 2026-11-03
MTM Investment Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$37.7K (-$555)
Filed 2026-10-30
Key Capital Management, Inc
DECREASED
Shares298 from 306
Change-8 (-3%)
Value$37.4K (-$1.6K)
Filed 2026-11-03
West Paces Advisors Inc.
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$37.1K (-$545)
Filed 2026-10-13
Davis Capital Management
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$35.2K (-$518)
Filed 2026-10-08
Russell Investments Group, Ltd.
INCREASED
Shares269 from 48
Change+221 (+460%)
Value$33.8K (+$27.7K)
Filed 2026-11-06
Signature Equity Partners, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$33.3K (-$406)
Filed 2026-10-29
Bank of New Hampshire
NEW
Shares259
Change+259
Value$32.5K
Filed 2026-10-06
Gamma Investing LLC
NEW
Shares255
Change+255
Value$32.0K
Filed 2026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$31.4K (-$463)
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$29.7K (-$437)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$25.0K (+$25.0K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares211 from 213
Change-2 (-1%)
Value$26.5K (-$646)
Filed 2026-10-20
Downshift Financial, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$25.3K (-$372)
Filed 2026-10-13
BankChampaign, National Association
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$24.0K (-$353)
Filed 2026-10-19
Armstrong Advisory Group, Inc
INCREASED
Shares175 from 171
Change+4 (+2%)
Value$22.0K (+$186)
Filed 2026-10-09
Piedmont Capital Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$20.1K (-$296)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$20.1K (-$296)
Filed 2026-10-23
Harbor Asset Planning, Inc.
NEW
Shares148
Change+148
Value$18.7K
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares135
Change+135
Value$17.0K
Filed 2026-11-04
First Pacific Financial
NEW
Shares132
Change+132
Value$16.6K
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares118 from 6,214
Change-6,096 (-98%)
Value$14.8K (-$777.5K)
Filed 2026-11-04
Creative Capital Management Investments LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$13.7K (-$202)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$12.8K (-$148)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares101
Change+101
Value$12.7K
Filed 2026-10-29
Addison Advisors LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.6K (-$185)
Filed 2026-11-06
Abound Wealth Management
DECREASED
Shares88 from 170
Change-82 (-48%)
Value$11.1K (-$10.6K)
Filed 2026-10-26
LFA - Lugano Financial Advisors SA
NEW
Shares87
Change+87
Value$10.9K
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares82
Change+82
Value$10.3K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares71
Change+71
Value$9.0K
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares67 from 108
Change-41 (-38%)
Value$8.4K (-$5.5K)
Filed 2026-11-02
Investors Research Corp
INCREASED
Shares50 from 25
Change+25 (+100%)
Value$6.3K (+$3.1K)
Filed 2026-10-07
Concord Wealth Partners
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$5.8K (-$67)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$5.7K (-$83)
Filed 2026-10-27
Gilpin Wealth Management, LLC
DECREASED
Shares44 from 94
Change-50 (-53%)
Value$5.5K (-$6.5K)
Filed 2026-10-09
Pflug Koory, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.0K (-$74)
Filed 2026-10-26
Ascentis Wealth Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$4.8K (-$70)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Mondrian Investment Partners LTD
NEW
Shares14
Change+14
Value$1.8K
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.8K (-$26)
Filed 2026-10-14
Tsfg, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
Register Financial Advisors LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.0K (-$15)
Filed 2026-10-23
Valley National Advisers Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$754 (-$12)
Filed 2026-10-23
Compass Financial Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$377 (-$6)
Filed 2026-10-30
Madison Park Capital Advisors, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$65.3K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,918
Change-3,918 (-100%)
Value$0 (-$499.6K)
Filed 2026-10-16
Doliver Advisors, LP
CLOSED
Shares0 from 2,264
Change-2,264 (-100%)
Value$0 (-$288.7K)
Filed 2026-10-01
Citizens Financial Group Inc
CLOSED
Shares0 from 1,865
Change-1,865 (-100%)
Value$0 (-$237.8K)
Filed 2026-10-23
PW Nova Financial Services LLC
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-15
Occidental Asset Management, LLC
CLOSED
Shares0 from 1,645
Change-1,645 (-100%)
Value$0 (-$209.8K)
Filed 2026-11-05
Bensler, LLC
CLOSED
Shares0 from 1,611
Change-1,611 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-05
Stronghold Wealth Management L.L.C.
CLOSED
Shares0 from 1,571
Change-1,571 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,370
Change-1,370 (-100%)
Value$0 (-$174.7K)
Filed 2026-10-13
Evolution Advisers, Inc.
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$40)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-28
Princeton Global Asset Management LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$26.3K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$18.5K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-29
Financial Consulate, Inc
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-23
Founders Capital Management
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 1,597,090
Change-1,597,090 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,196,572
Change-1,196,572 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,177,865
Change-1,177,865 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,072,262
Change-1,072,262 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,016,228
Change-1,016,228 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 750,596
Change-750,596 (-100%)
Value—
FIL Ltd
N/A
Shares— from 708,174
Change-708,174 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 640,308
Change-640,308 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 411,187
Change-411,187 (-100%)
Value—
UBS Group AG
N/A
Shares— from 383,365
Change-383,365 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 311,755
Change-311,755 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 278,069
Change-278,069 (-100%)
Value—
FMR LLC
N/A
Shares— from 275,949
Change-275,949 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 224,000
Change-224,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 171,941
Change-171,941 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 144,136
Change-144,136 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 129,455
Change-129,455 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 119,870
Change-119,870 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 119,628
Change-119,628 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 115,962
Change-115,962 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 115,191
Change-115,191 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 111,273
Change-111,273 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 109,306
Change-109,306 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 84,730
Change-84,730 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 80,854
Change-80,854 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 75,864
Change-75,864 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 75,109
Change-75,109 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 73,112
Change-73,112 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 63,048
Change-63,048 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 55,477
Change-55,477 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 49,581
Change-49,581 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,769
Change-46,769 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 42,296
Change-42,296 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 37,120
Change-37,120 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 35,504
Change-35,504 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 34,348
Change-34,348 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,206
Change-33,206 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 33,115
Change-33,115 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,600
Change-31,600 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 28,534
Change-28,534 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 26,970
Change-26,970 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,540
Change-26,540 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 25,341
Change-25,341 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 25,323
Change-25,323 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 25,284
Change-25,284 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 24,979
Change-24,979 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24,245
Change-24,245 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 24,093
Change-24,093 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,484
Change-23,484 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 23,258
Change-23,258 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,280
Change-20,280 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,362
Change-19,362 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17,543
Change-17,543 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,557
Change-16,557 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 15,389
Change-15,389 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 15,022
Change-15,022 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,501
Change-14,501 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,683
Change-13,683 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,056
Change-13,056 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 11,519
Change-11,519 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 10,984
Change-10,984 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,461
Change-10,461 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 10,310
Change-10,310 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,788
Change-9,788 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,658
Change-9,658 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,487
Change-9,487 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,320
Change-9,320 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,021
Change-9,021 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
&partners
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,477
Change-7,477 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,041
Change-7,041 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,414
Change-5,414 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,381
Change-3,381 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,761
Change-2,761 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 991
Change-991 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 891
Change-891 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 860
Change-860 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 729
Change-729 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 646
Change-646 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 641
Change-641 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 480
Change-480 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 356
Change-356 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 216
Change-216 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 210
Change-210 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 78
Change-78 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED1,605,5621,675,570-70,008-4%$213.7M$201.8M-$11.9M2026-11-06
LPL Financial LLC
DECREASED507,178507,194-160%$64.7M$63.7M-$940.2K2026-11-06
Magnus Financial Group LLC
INCREASED217,557211,969+5,588+3%$27.0M$27.3M+$310.0K2026-10-21
Commonwealth Equity Services, LLC
DECREASED193,728196,169-2,441-1%$25.0M$24.3M-$669.6K2026-11-02
Kestra Advisory Services, LLC
DECREASED183,744184,347-6030%$23.5M$23.1M-$416.9K2026-11-02
Thrivent Financial for Lutherans
INCREASED162,525156,036+6,489+4%$19.9M$20.4M+$527.0K2026-11-05
Patten & Patten Inc
DECREASED113,178114,833-1,655-1%$14.6M$14.2M-$420.4K2026-10-26
XML Financial, LLC
DECREASED110,215113,768-3,553-3%$14.5M$13.8M-$657.0K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED67,20669,625-2,419-3%$8.9M$8.4K-$8.9M2026-11-02
First Citizens Financial Corp
DECREASED54,09154,297-2060%$6.9M$6.8M-$126.3K2026-10-02
Washington Trust Co
DECREASED50,97852,495-1,517-3%$6.7M$6.4M-$287.7K2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED41,52941,962-433-1%$5.4M$5.2M-$132.0K2026-10-29
Advisortrust Partners, LLC
UNCHANGED38,80038,80000%$4.9M$4.9M-$71.8K2026-11-02
Finley Financial, LLC
DECREASED37,17538,371-1,196-3%$4.9M$4.7M-$207.5K2026-10-28
Eagle Strategies LLC
DECREASED37,13937,269-1300%$4.8M$4.7M-$85.3K2026-10-16
Citigroup Inc
DECREASED33,05839,969-6,911-17%$5.1M$4.2M-$942.4K2026-11-04
Colony Family Offices, LLC
UNCHANGED24,98224,98200%$3.2M$3.1M-$46.2K2026-10-22
PNC Financial Services Group, Inc.
DECREASED23,48923,573-840%$3.0M$3.0M-$54.3K2026-11-06
Atria Investments, Inc
INCREASED22,69120,715+1,976+10%$2.6M$2.9M+$210.0K2026-10-15
Financial Freedom, LLC
INCREASED20,43720,056+381+2%$2.6M$2.6M+$10.8K2026-11-06
CX Institutional
INCREASED20,25520,157+98+0%$2.6K$2.5K-$252026-10-02
WealthCare Investment Partners, LLC
DECREASED18,70621,485-2,779-13%$2.7M$2.4M-$388.9K2026-11-05
Bank of New York Mellon Corp
INCREASED18,44817,675+773+4%$2.3M$2.3M+$64.3K2026-11-05
Merit Financial Group, LLC
INCREASED18,43418,312+122+1%$2.3M$2.3M-$18.6K2026-11-06
Avior Wealth Management, LLC
INCREASED18,14518,100+45+0%$2.3M$2.3M-$27.8K2026-10-13
Kennicott Capital Management LLC
UNCHANGED17,86817,86800%$2.3M$2.2M-$33.1K2026-10-16
Truist Financial Corp
INCREASED17,70214,996+2,706+18%$1.9M$2.2M+$312.3K2026-10-30
J.W. Cole Advisors, Inc.
DECREASED17,50417,555-510%$2.2M$2.2M-$38.9K2026-11-05
Creative Planning
DECREASED16,96018,140-1,180-6%$2.3M$2.1M-$181.8K2026-11-02
Davenport & Co LLC
DECREASED16,35016,387-370%$2.1M$2.1M-$35.0K2026-10-14
Founders Financial Securities LLC
DECREASED16,26316,573-310-2%$2.1M$2.0M-$69.6K2026-10-28
AlphaCore Capital LLC
DECREASED16,08221,434-5,352-25%$2.7M$2.0M-$712.1K2026-11-04
Allen Investment Management, LLC
UNCHANGED15,83515,83500%$2.0M$2.0M-$28.2K2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED15,54915,54900%$2.0M$2.0M-$28.8K2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED14,48216,090-1,608-10%$2.1M$1.8M-$231.8K2026-10-21
HBW Advisory Services LLC
INCREASED14,37113,562+809+6%$1.7M$1.8M+$76.6K2026-10-15
Essex LLC
DECREASED13,24413,768-524-4%$1.8M$1.7M-$91.3K2026-10-14
Cottonwood Capital Advisors, LLC
INCREASED12,9679,864+3,103+31%$1.3M$1.6M+$371.8K2026-10-20
Gerald Baker Financial Group LLC
INCREASED12,93912,865+74+1%$1.6M$1.6M-$14.6K2026-10-09
Castle Rock Wealth Management, LLC
DECREASED12,65716,154-3,497-22%$2.1M$1.6M-$494.3K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED12,01914,156-2,137-15%$1.9M$1.5M-$351.7K2026-10-13
Wealth Management Partners, LLC
INCREASED11,6419,207+2,434+26%$1.2M$1.5M+$288.8K2026-10-21
Quadrant Private Wealth Management, LLC
NEW10,781—+10,781——$1.4M—2026-11-04
Sigma Planning Corp
DECREASED10,15410,459-305-3%$1.3M$1.3M-$57.7K2026-10-23
Park Avenue Securities LLC
INCREASED10,0779,653+424+4%$1.2M$1.3K-$1.2M2026-10-26
KCM Investment Advisors LLC
DECREASED10,02911,231-1,202-11%$1.4M$1.3M-$171.9K2026-10-27
Virtue Capital Management, LLC
NEW9,911—+9,911——$1.2M—2026-10-29
Indivisible Partners
NEW9,840—+9,840——$1.2M—2026-10-26
Kestra Private Wealth Services, LLC
DECREASED9,5209,594-74-1%$1.2M$1.2M-$27.0K2026-11-06
Matthew Goff Investment Advisor, LLC
DECREASED9,1469,230-84-1%$1.2M$1.1M-$27.6K2026-10-13
Magnolia Capital Management LTD
UNCHANGED8,8458,84500%$1.1K$1.1K-$172026-10-09
Acropolis Investment Management, LLC
UNCHANGED8,7708,77000%$1.1M$1.1M-$16.2K2026-10-08
HF Advisory Group, LLC
INCREASED7,9717,655+316+4%$976.1K$1.0M+$25.5K2026-10-09
Joel Isaacson & Co., LLC
UNCHANGED7,9157,91500%$1.0M$994.7K-$14.6K2026-11-05
Csenge Advisory Group
INCREASED7,8997,116+783+11%$907.4K$992.6K+$85.3K2026-11-04
Fifth Third Bancorp
INCREASED7,7197,718+1+0%$984.1K$969.9K-$14.2K2026-11-05
Forte Asset Management LLC
INCREASED7,5317,447+84+1%$949.6K$946.3K-$3.2K2026-10-13
Lpwm LLC
UNCHANGED6,7866,78600%$865.3K$852.7K-$12.6K2026-10-20
Valmark Advisers, Inc.
INCREASED6,7196,670+49+1%$850.5K$844.4K-$6.1K2026-11-06
Redwood Financial Network Corp
INCREASED6,7046,306+398+6%$804.1K$842.5K+$38.3K2026-11-03
Genesee Capital Advisors, LLC
DECREASED6,6577,180-523-7%$915.5K$836.6K-$79.0K2026-10-20
First Citizens Bank & Trust Co
DECREASED6,4306,472-42-1%$825.2K$808.0K-$17.3K2026-10-14
Whitener Capital Management, Inc.
INCREASED6,3366,136+200+3%$782.4K$796.2K+$13.8K2026-10-15
Councilor Wealth, LLC
INCREASED6,2266,225+1+0%$793.8K$782.4K-$11.4K2026-10-09
Oak Barrel Wealth Advisory LLC
INCREASED6,1636,149+14+0%$784.0K$774.5K-$9.6K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED6,1096,020+89+1%$767.6K$767.7K+$472026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED5,8605,797+63+1%$739.2K$736.3K-$2.9K2026-10-16
One Way Holdings LLC
INCREASED5,7495,187+562+11%$661.4K$722.4K+$61.0K2026-10-29
AdvisorNet Financial, Inc
INCREASED5,7033,941+1,762+45%$502.6K$723.3K+$220.7K2026-10-15
Modera Wealth Management, LLC
INCREASED5,6805,460+220+4%$696.2K$713.8K+$17.5K2026-10-28
Larson Financial Group LLC
INCREASED5,6543,893+1,761+45%$496.4K$710.5K+$214.1K2026-11-05
Meridian Wealth Management, LLC
INCREASED5,5975,593+4+0%$713.2K$703.3K-$9.8K2026-11-05
Southern Capital Advisors, LLC
DECREASED5,3335,582-249-4%$711.8K$670.1K-$41.7K2026-10-26
Bigelow Investment Advisors, LLC
DECREASED5,2775,377-100-2%$685.6K$663.1K-$22.5K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED5,2645,201+63+1%$663.2K$661.5K-$1.7K2026-10-21
Asset One Wealth Management LLC
DECREASED5,2485,677-429-8%$763.6K$659.5K-$104.1K2026-11-02
Tepp RIA, LLC
DECREASED5,1818,117-2,936-36%$1.0M$651.1K-$383.9K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED5,1694,960+209+4%$632.5K$649.5K+$17.0K2026-10-23
Independent Financial Group, LLC
DECREASED5,0635,506-443-8%$702.1K$636.2K-$65.8K2026-10-13
Connecticut Wealth Management, LLC
INCREASED5,0525,038+14+0%$642.4K$634.9K-$7.5K2026-10-13
Visionary Wealth Advisors
INCREASED5,0465,031+15+0%$641.5K$634.1K-$7.4K2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED5,0414,997+44+1%$637.1K$633.4K-$3.7K2026-10-19
Americana Partners, LLC
DECREASED4,8705,456-586-11%$695.8K$612.0K-$83.8K2026-10-28
Cadent Capital Advisors, LLC
UNCHANGED4,8004,80000%$612.0K$603.2K-$8.9K2026-10-09
Triton Wealth Management, Pllc
INCREASED4,6924,691+1+0%$615.6K$622.6K+$7.1K2026-11-04
Glenview Trust Co
DECREASED4,6174,817-200-4%$614.2K$580.2K-$34.0K2026-10-28
Montag A & Associates Inc
DECREASED4,5994,946-347-7%$630.7K$577.9K-$52.8K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED4,5723,536+1,036+29%$450.9K$574.5K+$123.6K2026-10-16
Dagco, Inc.
INCREASED4,5153,340+1,175+35%$425.9K$567.4K+$141.5K2026-10-20
Commonwealth Financial Services, LLC
INCREASED4,4624,460+2+0%$568.7K$560.7K-$8.0K2026-10-20
Lido Advisors, LLC
DECREASED4,4374,792-355-7%$611.1K$557.6K-$53.5K2026-11-04
Buck Wealth Strategies, LLC
INCREASED4,2743,272+1,002+31%$417.2K$537.1K+$119.9K2026-10-28
Chicago Partners Investment Group LLC
DECREASED4,2366,998-2,762-39%$929.6K$551.6K-$377.9K2026-10-27
Central Valley Advisors, LLC
DECREASED4,2315,272-1,041-20%$672.3K$531.7K-$140.7K2026-10-27
CFM Wealth Partners LLC
UNCHANGED4,1224,12200%$525.6K$518.0K-$7.6K2026-11-05
Gryphon Financial Partners LLC
UNCHANGED4,0764,07600%$519.7K$512.2K-$7.5K2026-11-04
B. Riley Wealth Advisors, Inc.
UNCHANGED4,0754,07500%$520.5K$512.1K-$8.4K2026-10-13
US Bancorp \de\
INCREASED4,0623,923+139+4%$500.2K$510.4K+$10.2K2026-11-05
Capital Wealth Alliance, LLC
UNCHANGED4,0374,03700%$514.8K$507.3K-$7.5K2026-10-20
Retirement Planning Group, LLC
INCREASED3,9613,786+175+5%$482.8K$497.7K+$15.0K2026-10-19
Bond & Devick Financial Network, Inc.
UNCHANGED3,9613,96100%$505.1K$497.7K-$7.3K2026-10-23
Apollon Financial, LLC
UNCHANGED3,7553,75500%$478.8K$471.9K-$6.9K2026-10-23
Lighthouse Financial LLC
DECREASED3,7503,790-40-1%$483.3K$471.2K-$12.0K2026-10-23
Unified Investment Management
UNCHANGED3,7343,73400%$476.1K$469.2K-$6.9K2026-10-14
Tritonpoint Wealth, LLC
UNCHANGED3,7273,72700%$475.2K$468.3K-$6.9K2026-10-19
Wespac Advisors, LLC
UNCHANGED3,6313,63100%$463.0K$456.3K-$6.7K2026-10-26
Oppenheimer & Co Inc
INCREASED3,5923,344+248+7%$426.4K$451.4K+$25.0K2026-10-26
Savant Capital, LLC
DECREASED3,4903,598-108-3%$458.7K$438.6K-$20.1K2026-11-06
D.A. Davidson & Co.
DECREASED3,4813,600-119-3%$459.1K$437.5K-$21.6K2026-10-28
Ironwood Financial, llc
DECREASED3,4033,432-29-1%$457.5K$427.6K-$29.9K2026-10-20
Capital Investment Advisors, LLC
INCREASED3,3603,358+2+0%$428.2K$422.2K-$6.0K2026-10-22
Focus Financial Network, Inc.
UNCHANGED3,3503,35000%$427.2K$421.0K-$6.2K2026-10-14
Atlas Brown,Inc.
INCREASED3,2583,248+10+0%$414.2K$409.4K-$4.8K2026-10-09
NewSquare Capital LLC
DECREASED3,2353,304-69-2%$421.3K$406.5K-$14.8K2026-11-06
Cathy Pareto & Associates, Inc
INCREASED3,2093,105+104+3%$396.0K$403.7K+$7.6K2026-10-15
Urban Wealth Management, LLC
DECREASED3,1903,315-125-4%$422.7K$400.9K-$21.8K2026-10-21
Dynamic Advisor Solutions LLC
DECREASED3,1723,208-36-1%$409.1K$398.6K-$10.5K2026-10-13
First Merchants Corp
UNCHANGED3,1653,16500%$403.6K$397.7K-$5.9K2026-10-15
TrueWealth Advisors, LLC
UNCHANGED3,1553,15500%$402.3K$396.5K-$5.8K2026-10-09
Cahaba Wealth Management, Inc.
INCREASED3,1523,142+10+0%$400.6K$396.0K-$4.6K2026-10-26
Carnegie Investment Counsel
DECREASED3,1273,302-175-5%$421.0K$392.9K-$28.1K2026-10-20
Mandatum Life Insurance Co Ltd
UNCHANGED3,1133,11300%$396.9K$391.2K-$5.8K2026-11-06
Harmony Asset Management LLC
DECREASED3,0863,241-155-5%$413.3K$387.8K-$25.5K2026-10-20
Global Assets Advisory, LLC
NEW3,076—+3,076——$390.4K—2026-10-28
Decker Wealth Management LLC
UNCHANGED3,0763,07600%$392.2K$386.5K-$5.7K2026-10-09
HCR Wealth Advisors
UNCHANGED3,0723,07200%$391.7K$386.0K-$5.7K2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED3,0443,034+10+0%$386.9K$382.5K-$4.4K2026-10-19
MGO One Seven LLC
INCREASED3,0282,874+154+5%$366.5K$380.5K+$14.0K2026-10-28
Stonebridge Financial Planning Group, LLC
DECREASED3,0143,084-70-2%$393.2K$378.7K-$14.5K2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED3,0072,551+456+18%$325.3K$377.9K+$52.6K2026-10-05
Trilogy Capital Inc.
INCREASED2,9952,809+186+7%$358.2K$376.4K+$18.2K2026-10-20
Parallel Advisors, LLC
INCREASED2,983404+2,579+638%$51.5K$374.8K+$323.3K2026-11-03
TD Waterhouse Canada Inc.
DECREASED2,8702,875-50%$374.3K$361.7K-$12.6K2026-10-16
Prospera Financial Services Inc
INCREASED2,8502,395+455+19%$305.6K$373.4K+$67.8K2026-11-04
StoneX Group Inc.
NEW2,841—+2,841——$357.0K—2026-11-03
Archer Investment Corp
UNCHANGED2,7202,72000%$346.8K$341.8K-$5.0K2026-11-05
Sowell Financial Services LLC
INCREASED2,6932,688+5+0%$342.7K$338.4K-$4.3K2026-10-23
International Assets Investment Management, LLC
INCREASED2,5852,403+182+8%$313.0K$325.8K+$12.8K2026-11-02
Farther Finance Advisors, LLC
DECREASED2,5652,702-137-5%$344.6K$322.3K-$22.3K2026-10-08
YHB Investment Advisors, Inc.
DECREASED2,5542,754-200-7%$351.2K$320.9K-$30.2K2026-10-08
SeaCrest Wealth Management, LLC
INCREASED2,5002,464+36+1%$314.2K$314.2K+$182026-10-21
High Net Worth Advisory Group LLC
UNCHANGED2,5002,50000%$318.8K$314.2K-$4.6K2026-10-26
Money Concepts Capital Corp
INCREASED2,4451,940+505+26%$247.3K$307.3K+$60.0K2026-11-06
TritonPoint Partners, LLC
DECREASED2,4423,727-1,285-34%$475.2K$306.9K-$168.4K2026-11-05
Clearstead Advisors, LLC
INCREASED2,3902,389+1+0%$304.6K$300.4K-$4.3K2026-11-06
LVW Advisors, LLC
UNCHANGED2,2632,26300%$288.6K$284.4K-$4.2K2026-10-19
IPG Investment Advisors LLC
UNCHANGED2,2582,25800%$287.9K$283.7K-$4.2K2026-10-30
Integras Partners LLC
UNCHANGED2,1502,15000%$274.1K$270.2K-$4.0K2026-10-30
Granville Capital, Inc.
INCREASED2,1132,109+4+0%$269.0K$265.5K-$3.4K2026-11-05
CoreCap Advisors, LLC
INCREASED2,0901,835+255+14%$234.0K$262.6K+$28.6K2026-10-08
Sagespring Wealth Partners, LLC
DECREASED2,0863,596-1,510-42%$458.5K$262.1K-$196.5K2026-10-22
Allworth Financial LP
INCREASED2,0812,021+60+3%$257.7K$265.4K+$7.7K2026-11-06
Darrow Company, Inc.
UNCHANGED2,0542,05400%$261.9K$258.1K-$3.8K2026-10-22
Fiduciary Alliance LLC
INCREASED2,0342,028+6+0%$258.6K$255.6K-$2.9K2026-10-13
KFG LLC
NEW2,000—+2,000——$251.3K—2026-11-02
Frank, Rimerman Advisors LLC
UNCHANGED1,9921,99200%$254.0K$250.3K-$3.7K2026-10-16
Vision Capital Management, Inc.
UNCHANGED1,9741,97400%$251.7K$248.1K-$3.7K2026-10-20
Gables Capital Management Inc.
INCREASED1,9001,820+80+4%$232.1K$238.8K+$6.7K2026-11-04
Vise Technologies, Inc.
NEW1,899—+1,899——$238.6K—2026-10-29
Moors & Cabot, Inc.
UNCHANGED1,8961,89600%$241.7K$238.2K-$3.5K2026-11-06
Elevation Point Wealth Partners, LLC
UNCHANGED1,8931,89300%$241.4K$237.9K-$3.5K2026-11-05
PFG Advisors
DECREASED1,8641,919-55-3%$244.7K$234.3K-$10.4K2026-10-16
MinichMacGregor Wealth Management, LLC
DECREASED1,7661,892-126-7%$241.3K$221.9K-$19.4K2026-10-14
Clear Creek Financial Management, LLC
UNCHANGED1,7441,74400%$222.4K$219.2K-$3.2K2026-10-28
Spire Wealth Management
INCREASED1,6921,674+18+1%$213.5K$212.6K-$8352026-10-30
Signaturefd, LLC
UNCHANGED1,6911,69100%$215.6K$212.5K-$3.1K2026-10-23
Certuity, LLC
NEW1,683—+1,683——$211.5K—2026-11-02
Simplicity Wealth,LLC
NEW1,609—+1,609——$202.2K—2026-10-23
Level Four Advisory Services, LLC
UNCHANGED1,6011,60100%$204.2K$201.2K-$3.0K2026-11-06
Well Done, LLC
UNCHANGED1,5931,59300%$203.1K$200.1K-$2.9K2026-10-20
Lanark Financial, Inc.
DECREASED1,4561,479-23-2%$188.7K$182.9K-$5.7K2026-10-26
Rydar Equities, Inc.
NEW1,416—+1,416——$178.6K—2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED1,2521,291-39-3%$164.6K$157.3K-$7.3K2026-11-02
Blue Trust, Inc.
UNCHANGED1,1801,18000%$150.5K$148.3K-$2.2K2026-10-15
Jacobi Capital Management LLC
NEW1,034—+1,034——$129.9K—2026-11-05
Compass Wealth Management LLC
NEW1,000—+1,000——$125.7K—2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED1,0001,00000%$127.5K$125.7K-$1.9K2026-10-13
IFP Advisors, Inc
INCREASED989826+163+20%$105.3K$124.3K+$19.0K2026-10-16
First Horizon Corp
UNCHANGED80080000%$102.0K$100.5K-$1.5K2026-10-26
Atlantic Edge Private Wealth Management, LLC
UNCHANGED80080000%$102.0K$100.5K-$1.5K2026-10-20
Essential Investment Partners LLC
NEW765—+765——$96.1K—2026-10-27
Arlington Trust Co LLC
DECREASED750800-50-6%$102.0K$94.2K-$7.8K2026-10-20
Westside Investment Management, Inc.
INCREASED690590+100+17%$75.2K$86.7K+$11.5K2026-11-02
Bare Financial Services, Inc
UNCHANGED68868800%$87.7K$86.5K-$1.3K2026-11-04
Assetmark, Inc
UNCHANGED68468400%$87.2K$86.0K-$1.3K2026-10-21
Activest Wealth Management
UNCHANGED65065000%$82.9K$81.7K-$1.2K2026-10-15
JFS Wealth Advisors, LLC
INCREASED648646+2+0%$82.4K$81.5K-$9372026-11-03
Root Financial Partners, LLC
NEW645—+645——$81.1K—2026-10-21
Provenance Wealth Advisors, LLC
INCREASED623488+135+28%$62.2K$78.3K+$16.1K2026-10-30
Team Financial Group, LLC
NEW612—+612——$77.0K—2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED542162+380+235%$20.7K$68.1K+$47.5K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED52752700%$67.2K$66.2K-$9752026-10-23
Acumen Wealth Advisors, LLC
UNCHANGED50050000%$63.8K$62.8K-$9252026-11-05
Central Trust Co
UNCHANGED48048000%$61.2K$60.3K-$8882026-11-05
Vima LLC
INCREASED430428+2+0%$54.6K$54.0K-$6232026-10-23
Plante Moran Financial Advisors, LLC
NEW420—+420——$52.8K—2026-11-04
Nfsg Corp
INCREASED418417+1+0%$53.2K$52.5K-$6572026-10-15
Syntax Research, Inc.
UNCHANGED40440400%$51.5K$50.8K-$7482026-11-04
Realta Investment Advisors
DECREASED333406-73-18%$51.8K$41.8K-$9.9K2026-10-14
North Star Investment Management Corp.
INCREASED330329+1+0%$42.0K$41.5K-$4772026-10-27
Center for Financial Planning, Inc.
UNCHANGED31031000%$39.5K$39.0K-$5752026-10-26
Financial Perspectives, Inc
UNCHANGED30130100%$38.4K$37.9K-$5582026-11-03
MTM Investment Management, LLC
UNCHANGED30030000%$38.3K$37.7K-$5552026-10-30
Key Capital Management, Inc
DECREASED298306-8-3%$39.0K$37.4K-$1.6K2026-11-03
West Paces Advisors Inc.
UNCHANGED29529500%$37.6K$37.1K-$5452026-10-13
Davis Capital Management
UNCHANGED28028000%$35.7K$35.2K-$5182026-10-08
Russell Investments Group, Ltd.
INCREASED26948+221+460%$6.1K$33.8K+$27.7K2026-11-06
Signature Equity Partners, LLC
UNCHANGED26526500%$33.7K$33.3K-$4062026-10-29
Bank of New Hampshire
NEW259—+259——$32.5K—2026-10-06
Gamma Investing LLC
NEW255—+255——$32.0K—2026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED25025000%$31.9K$31.4K-$4632026-11-02
Pacific Center for Financial Services
UNCHANGED23623600%$30.1K$29.7K-$4372026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED23023000%$30$25.0K+$25.0K2026-11-04
Private Trust Co NA
DECREASED211213-2-1%$27.2K$26.5K-$6462026-10-20
Downshift Financial, LLC
UNCHANGED20120100%$25.6K$25.3K-$3722026-10-13
BankChampaign, National Association
UNCHANGED19119100%$24.4K$24.0K-$3532026-10-19
Armstrong Advisory Group, Inc
INCREASED175171+4+2%$21.8K$22.0K+$1862026-10-09
Piedmont Capital Management, LLC
UNCHANGED16016000%$20.4K$20.1K-$2962026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED16016000%$20.4K$20.1K-$2962026-10-23
Harbor Asset Planning, Inc.
NEW148—+148——$18.7K—2026-10-23
Allspring Global Investments Holdings, LLC
NEW135—+135——$17.0K—2026-11-04
First Pacific Financial
NEW132—+132——$16.6K—2026-10-14
Creative Financial Designs Inc
DECREASED1186,214-6,096-98%$792.3K$14.8K-$777.5K2026-11-04
Creative Capital Management Investments LLC
UNCHANGED10910900%$13.9K$13.7K-$2022026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED10210200%$13.0K$12.8K-$1482026-10-20
Next Level Wealth Planning, LLC
NEW101—+101——$12.7K—2026-10-29
Addison Advisors LLC
UNCHANGED10010000%$12.8K$12.6K-$1852026-11-06
Abound Wealth Management
DECREASED88170-82-48%$21.7K$11.1K-$10.6K2026-10-26
LFA - Lugano Financial Advisors SA
NEW87—+87——$10.9K—2026-11-03
Balance Wealth Partners LLC
NEW82—+82——$10.3K—2026-10-27
Latitude Advisors, LLC
NEW71—+71——$9.0K—2026-10-27
Golden State Wealth Management, LLC
DECREASED67108-41-38%$13.9K$8.4K-$5.5K2026-11-02
Investors Research Corp
INCREASED5025+25+100%$3.2K$6.3K+$3.1K2026-10-07
Concord Wealth Partners
UNCHANGED464600%$5.9K$5.8K-$672026-11-02
Parkside Financial Bank & Trust
UNCHANGED454500%$5.7K$5.7K-$832026-10-27
Gilpin Wealth Management, LLC
DECREASED4494-50-53%$12.0K$5.5K-$6.5K2026-10-09
Pflug Koory, LLC
UNCHANGED404000%$5.1K$5.0K-$742026-10-26
Ascentis Wealth Management, LLC
UNCHANGED383800%$4.8K$4.8K-$702026-11-03
Avion Wealth
UNCHANGED232300%$2$2$02026-11-04
Mondrian Investment Partners LTD
NEW14—+14——$1.8K—2026-10-23
Triumph Capital Management
UNCHANGED141400%$1.8K$1.8K-$262026-10-14
Tsfg, LLC
UNCHANGED101000%$1$1$02026-10-23
Register Financial Advisors LLC
UNCHANGED8800%$1.0K$1.0K-$152026-10-23
Valley National Advisers Inc
UNCHANGED6600%$766$754-$122026-10-23
Compass Financial Management LLC
UNCHANGED3300%$383$377-$62026-10-30
Madison Park Capital Advisors, LLC
CLOSED010,000-10,000-100%$65.3K$0-$65.3K2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED03,918-3,918-100%$499.6K$0-$499.6K2026-10-16
Doliver Advisors, LP
CLOSED02,264-2,264-100%$288.7K$0-$288.7K2026-10-01
Citizens Financial Group Inc
CLOSED01,865-1,865-100%$237.8K$0-$237.8K2026-10-23
PW Nova Financial Services LLC
CLOSED01,710-1,710-100%$218.0K$0-$218.0K2026-10-15
Occidental Asset Management, LLC
CLOSED01,645-1,645-100%$209.8K$0-$209.8K2026-11-05
Bensler, LLC
CLOSED01,611-1,611-100%$205.4K$0-$205.4K2026-11-05
Stronghold Wealth Management L.L.C.
CLOSED01,571-1,571-100%$200.3K$0-$200.3K2026-10-16
Gill Capital Partners, LLC
CLOSED01,370-1,370-100%$174.7K$0-$174.7K2026-10-13
Evolution Advisers, Inc.
CLOSED0319-319-100%$40$0-$402026-11-06
MCF Advisors LLC
CLOSED0265-265-100%$33.8K$0-$33.8K2026-10-28
Princeton Global Asset Management LLC
CLOSED0215-215-100%$27.4K$0-$27.4K2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED0206-206-100%$26.3K$0-$26.3K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0145-145-100%$18.5K$0-$18.5K2026-10-14
Tucker Asset Management LLC
CLOSED0135-135-100%$17.2K$0-$17.2K2026-10-29
Financial Consulate, Inc
CLOSED0114-114-100%$14.5K$0-$14.5K2026-10-23
Founders Capital Management
CLOSED087-87-100%$11.1K$0-$11.1K2026-10-13
Simplex Trading, LLC
CLOSED049-49-100%$6.2K$0-$6.2K2026-11-04
Morgan Stanley
N/A—1,597,090-1,597,090-100%$203.6M———
Phoenix Financial Ltd.
N/A—1,196,572-1,196,572-100%$152.6M———
Bank of America Corp
N/A—1,177,865-1,177,865-100%$150.2M———
Pgim Custom Harvest LLC
N/A—1,072,262-1,072,262-100%$136.7M———
Manufacturers Life Insurance Company, the
N/A—1,016,228-1,016,228-100%$129.6M———
Northwestern Mutual Wealth Management Co
N/A—750,596-750,596-100%$95.7M———
FIL Ltd
N/A—708,174-708,174-100%$90.3M———
Goldman Sachs Group Inc
N/A—640,308-640,308-100%$81.6M———
Wells Fargo & Company
N/A—411,187-411,187-100%$52.4M———
UBS Group AG
N/A—383,365-383,365-100%$48.9M———
Raymond James Financial Inc
N/A—311,755-311,755-100%$39.8M———
Royal Bank of Canada
N/A—278,069-278,069-100%$35.5M———
FMR LLC
N/A—275,949-275,949-100%$35.2M———
Two Sigma Investments, LP
N/A—224,000-224,000-100%$28.6M———
Scotia Capital Inc.
N/A—171,941-171,941-100%$21.9M———
Cetera Investment Advisers
N/A—144,136-144,136-100%$18.4M———
Steward Partners Investment Advisory, LLC
N/A—129,455-129,455-100%$16.5M———
JPMorgan Chase & Co
N/A—119,870-119,870-100%$15.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—119,628-119,628-100%$15.3M———
Jones Financial Companies Lllp
N/A—115,962-115,962-100%$14.8M———
Sanctuary Advisors, LLC
N/A—115,191-115,191-100%$14.7M———
Osaic Holdings, Inc.
N/A—111,273-111,273-100%$14.2M———
Envestnet Asset Management Inc
N/A—109,306-109,306-100%$13.9M———
Zurich Insurance Group Ltd
N/A—84,730-84,730-100%$10.8M———
Prasad Wealth Partners, LLC
N/A—80,854-80,854-100%$10.3M———
Bank of Montreal
N/A—75,864-75,864-100%$9.7M———
Ameriprise Financial Inc
N/A—75,109-75,109-100%$9.6M———
United Capital Financial Advisors, LLC
N/A—73,112-73,112-100%$9.3M———
Captrust Financial Advisors
N/A—63,048-63,048-100%$8.0M———
Stifel Financial Corp
N/A—55,477-55,477-100%$7.1M———
Stillwater Capital Advisors, LLC
N/A—49,581-49,581-100%$6.3M———
Janney Montgomery Scott LLC
N/A—46,769-46,769-100%$6.0M———
Valor Advisors LLC
N/A—42,296-42,296-100%$5.4M———
HC Advisors, LLC
N/A—37,120-37,120-100%$4.7M———
Pinnacle Financial Partners, Inc.
N/A—35,504-35,504-100%$4.5M———
Ethos Financial Group, LLC
N/A—34,348-34,348-100%$4.4M———
HighTower Advisors, LLC
N/A—33,206-33,206-100%$4.2M———
Pettyjohn, Wood & White, Inc
N/A—33,115-33,115-100%$4.2M———
Rockefeller Capital Management L.P.
N/A—31,600-31,600-100%$4.0M———
Safe Harbor Fiduciary, LLC
N/A—28,534-28,534-100%$3.6M———
Bank of the Bluegrass & Trust Co.
N/A—26,970-26,970-100%$3.4M———
Equitable Holdings, Inc.
N/A—26,540-26,540-100%$3.4M———
Private Advisor Group, LLC
N/A—25,341-25,341-100%$3.2M———
Somerset Group LLC
N/A—25,323-25,323-100%$3.4M———
KKM Financial LLC
N/A—25,284-25,284-100%$3.2M———
Nvest Financial, LLC
N/A—24,979-24,979-100%$3.2M———
Smartleaf Asset Management LLC
N/A—24,245-24,245-100%$3.1M———
Geneos Wealth Management Inc.
N/A—24,093-24,093-100%$3.1M———
Mutual Advisors, LLC
N/A—23,484-23,484-100%$3.0M———
Syon Capital LLC
N/A—23,258-23,258-100%$3.0M———
Kovack Advisors, Inc.
N/A—20,280-20,280-100%$2.6M———
MML Investors Services, LLC
N/A—19,362-19,362-100%$2.5M———
Huntington National Bank
N/A—17,543-17,543-100%$2.2M———
OneDigital Investment Advisors LLC
N/A—16,557-16,557-100%$2.1M———
AFT, Forsyth & Company, Inc.
N/A—15,389-15,389-100%$2.0M———
Gotham Asset Management, LLC
N/A—15,022-15,022-100%$1.9M———
Mmbg Investment Advisors Co.
N/A—14,501-14,501-100%$1.8M———
Commerce Bank
N/A—13,683-13,683-100%$1.7M———
Mercer Global Advisors Inc
N/A—13,056-13,056-100%$1.7M———
NewEdge Advisors, LLC
N/A—13,038-13,038-100%$1.7M———
Blair William & Co
N/A—12,996-12,996-100%$1.7M———
MAI Capital Management
N/A—11,741-11,741-100%$1.5M———
Strategic Investment Solutions, Inc.
N/A—11,582-11,582-100%$1.5M———
Navis Wealth Advisors, LLC
N/A—11,519-11,519-100%$1.5M———
Arax Advisory Partners
N/A—11,162-11,162-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—11,030-11,030-100%$1.4M———
Cascade Financial Partners, LLC
N/A—10,984-10,984-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—10,807-10,807-100%$1.4M———
Quantinno Capital Management LP
N/A—10,662-10,662-100%$1.4M———
Northern Trust Corp
N/A—10,461-10,461-100%$1.3M———
Peapack Gladstone Financial Corp
N/A—10,310-10,310-100%$1.3M———
One Charles Private Wealth Services, LLC
N/A—9,863-9,863-100%$1.3M———
Nova Wealth Management, Inc.
N/A—9,828-9,828-100%$1.3M———
Federation des caisses Desjardins du Quebec
N/A—9,788-9,788-100%$1.2M———
Baird Financial Group, Inc.
N/A—9,658-9,658-100%$1.2M———
CIBC World Market Inc.
N/A—9,487-9,487-100%$1.2M———
Citadel Advisors LLC
N/A—9,483-9,483-100%$1.2M———
Stephens Inc
N/A—9,320-9,320-100%$1.2M———
Cerity Partners LLC
N/A—9,021-9,021-100%$1.2M———
Arkadios Wealth Advisors
N/A—8,945-8,945-100%$1.1M———
Liberty Wealth Management LLC
N/A—8,625-8,625-100%$1.0M———
Tidemark, LLC
N/A—8,500-8,500-100%$1.1M———
Prostatis Group LLC
N/A—8,463-8,463-100%$1.1M———
Insigneo Advisory Services, LLC
N/A—8,117-8,117-100%$1.0M———
&partners
N/A—7,722-7,722-100%$984.6K———
Stratos Investment Management, LLC
N/A—7,607-7,607-100%$970.0K———
Game Plan Financial Advisors, LLC
N/A—7,605-7,605-100%$969.7K———
Wealth Management Associates, Inc.
N/A—7,533-7,533-100%$960.5K———
Harbour Investments, Inc.
N/A—7,477-7,477-100%$953.4K———
Ancora Advisors LLCA
N/A—7,199-7,199-100%$917.9K———
Mariner, LLC
N/A—7,135-7,135-100%$909.7K———
Haverford Trust Co
N/A—7,041-7,041-100%$897.8K———
HFG Advisors, Inc.
N/A—6,981-6,981-100%$890.1K———
Garrison Point Advisors, LLC
N/A—6,202-6,202-100%$790.8K———
National Bank of Canada
N/A—6,180-6,180-100%$788.0K———
Empirical Asset Management, LLC
N/A—6,105-6,105-100%$778.4K———
Stratos Wealth Partners, Ltd.
N/A—6,054-6,054-100%$772.0K———
CreativeOne Wealth, LLC
N/A—5,709-5,709-100%$727.9K———
IHT Wealth Management, LLC
N/A—5,547-5,547-100%$707.3K———
Chesapeake Wealth Management
N/A—5,505-5,505-100%$701.9K———
Gladstone Institutional Advisory LLC
N/A—5,414-5,414-100%$690.4K———
Sargent Investment Group, LLC
N/A—5,130-5,130-100%$654.1K———
Samara Investment Management, LLC
N/A—5,007-5,007-100%$638.4K———
BlackRock, Inc.
N/A—5,002-5,002-100%$637.8K———
Bradley Foster & Sargent Inc
N/A—4,904-4,904-100%$625.3K———
Pacific SUN Financial Corp
N/A—4,851-4,851-100%$618.6K———
Simmons Bank
N/A—4,845-4,845-100%$617.8K———
Focus Partners Wealth
N/A—4,675-4,675-100%$596.1K———
Navellier & Associates Inc
N/A—4,538-4,538-100%$578.6K———
XTX Topco Ltd
N/A—4,428-4,428-100%$564.6K———
M&T Bank Corp
N/A—4,268-4,268-100%$544.2K———
LRI Investments, LLC
N/A—4,217-4,217-100%$537.7K———
HRT Financial LP
N/A—4,120-4,120-100%$525.0K———
Glenmede Trust Co NA
N/A—4,090-4,090-100%$521.5K———
First Trust Advisors LP
N/A—4,084-4,084-100%$520.8K———
RIK Saylor Financial, Inc.
N/A—4,040-4,040-100%$515.1K———
Daybright Advisory Services, Inc.
N/A—3,967-3,967-100%$534.2K———
RWA Wealth Partners, LLC
N/A—3,895-3,895-100%$496.7K———
World Investment Advisors
N/A—3,809-3,809-100%$448.2K———
Cresset Asset Management, LLC
N/A—3,784-3,784-100%$482.5K———
Rollins Financial Advisors, LLC
N/A—3,736-3,736-100%$476.4K———
Great Valley Advisor Group, Inc.
N/A—3,722-3,722-100%$474.8K———
NorthRock Partners, LLC
N/A—3,588-3,588-100%$457.5K———
Cascade Wealth Advisors, Inc
N/A—3,545-3,545-100%$485.2K———
Snowden Capital Advisors LLC
N/A—3,431-3,431-100%$437.5K———
Jacobs Equity LLC
N/A—3,388-3,388-100%$432.0K———
SOA Wealth Advisors, Llc.
N/A—3,384-3,384-100%$431.5K———
Summit Trail Advisors, LLC
N/A—3,381-3,381-100%$431.1K———
Financial Engines Advisors L.L.C.
N/A—3,363-3,363-100%$428.8K———
Integrated Wealth Concepts LLC
N/A—3,274-3,274-100%$417.5K———
Edmond de Rothschild Holding S.A.
N/A—3,239-3,239-100%$413.0K———
JT Stratford LLC
N/A—3,170-3,170-100%$404.2K———
Shared Vision Wealth Group LLC
N/A—3,159-3,159-100%$402.8K———
Pathstone Holdings, LLC
N/A—3,131-3,131-100%$399.2K———
Jaffetilchin Investment Partners, LLC
N/A—3,118-3,118-100%$397.6K———
Advisory Services Network, LLC
N/A—3,091-3,091-100%$394.2K———
One Capital Management, LLC
N/A—3,082-3,082-100%$362.6K———
Sequoia Financial Advisors, LLC
N/A—3,049-3,049-100%$388.8K———
Smith, Moore & Co.
N/A—3,011-3,011-100%$383.9K———
Regal Investment Advisors LLC
N/A—2,940-2,940-100%$374.9K———
Bellevue Asset Management, LLC
N/A—2,940-2,940-100%$374.9K———
Investment Advisory Group, LLC
N/A—2,817-2,817-100%$359.2K———
Banque Cantonale Vaudoise
N/A—2,803-2,803-100%$357.0K———
Wulff, Hansen & Co.
N/A—2,775-2,775-100%$353.8K———
Global Retirement Partners, LLC
N/A—2,772-2,772-100%$353.4K———
Dakota Wealth Management
N/A—2,761-2,761-100%$352.1K———
Invesco Ltd.
N/A—2,713-2,713-100%$345.9K———
Wealthspire Advisors, LLC
N/A—2,669-2,669-100%$340.3K———
AQR Capital Management LLC
N/A—2,632-2,632-100%$335.6K———
Rehmann Capital Advisory Group
N/A—2,526-2,526-100%$322.2K———
Tudor Financial Inc.
N/A—2,455-2,455-100%$313.0K———
Financial Alternatives, Inc
N/A—2,406-2,406-100%$306.8K———
EFG International AG
N/A—2,400-2,400-100%$306.0K———
O'shaughnessy Asset Management, LLC
N/A—2,383-2,383-100%$303.9K———
Millstone Evans Group, LLC
N/A—2,367-2,367-100%$301.8K———
BFC Planning, Inc.
N/A—2,361-2,361-100%$301.1K———
Modern Wealth Management, LLC
N/A—2,289-2,289-100%$291.9K———
Silver OAK Securities, Incorporated
N/A—2,278-2,278-100%$290.4K———
CIBC Bancorp USA Inc.
N/A—2,234-2,234-100%$284.8K———
Allstate Corp
N/A—2,226-2,226-100%$283.8K———
Forefront Wealth Partners, LLC
N/A—2,206-2,206-100%$281.3K———
Whittier Trust Co of Nevada Inc
N/A—2,200-2,200-100%$293.9K———
Susquehanna International Group, LLP
N/A—2,091-2,091-100%$266.6K———
Kane Investment Management, Inc.
N/A—2,057-2,057-100%$262.3K———
Payne Capital Management, LLC
N/A—2,000-2,000-100%$255.0K———
Ruggiero Investments, Inc.
N/A—2,000-2,000-100%$255.0K———
Royal Capital Wealth Management, LLC
N/A—2,000-2,000-100%$255.0K———
Waverly Advisors, LLC
N/A—1,978-1,978-100%$252.2K———
Qube Research & Technologies Ltd
N/A—1,977-1,977-100%$252.1K———
Chilton Investment Co Inc.
N/A—1,974-1,974-100%$251.7K———
Symphony Financial Services, Inc.
N/A—1,910-1,910-100%$243.5K———
UBS Asset Management Americas LLC
N/A—1,908-1,908-100%$243.3K———
Vestmark Advisory Solutions, Inc.
N/A—1,893-1,893-100%$241.4K———
Intellectus Partners, LLC
N/A—1,870-1,870-100%$238.4K———
Flow Traders U.S. LLC
N/A—1,843-1,843-100%$235.0K———
Sequent Planning LLC
N/A—1,830-1,830-100%$233.4K———
Advisory Alpha, LLC
N/A—1,825-1,825-100%$232.7K———
Brown Advisory Inc
N/A—1,818-1,818-100%$231.8K———
Clarendon Private LLC
N/A—1,790-1,790-100%$228.2K———
Perennial Investment Advisors, LLC
N/A—1,773-1,773-100%$226.0K———
Zhang Financial LLC
N/A—1,769-1,769-100%$225.6K———
Franklin Resources Inc
N/A—1,755-1,755-100%$223.8K———
Freestone Capital Holdings, LLC
N/A—1,702-1,702-100%$217.0K———
Mosaic Family Wealth Partners, LLC
N/A—1,696-1,696-100%$216.3K———
Prudent Investors Network, Inc.
N/A—1,673-1,673-100%$213.3K———
Advance Capital Management, Inc.
N/A—1,636-1,636-100%$208.6K———
Composition Wealth, LLC
N/A—1,615-1,615-100%$205.9K———
Western Wealth Management, LLC
N/A—1,576-1,576-100%$200.9K———
AE Wealth Management LLC
N/A—1,518-1,518-100%$193.5K———
EP Wealth Advisors, LLC
N/A—1,352-1,352-100%$172.4K———
FWL Investment Management, LLC
N/A—1,048-1,048-100%$133.6K———
Westfuller Advisors, LLC
N/A—1,017-1,017-100%$129.6K———
Regatta Research & Money Management
N/A—991-991-100%$126.1K———
Centaurus Financial, Inc.
N/A—891-891-100%$114.0K———
Rothschild Investment LLC
N/A—877-877-100%$111.8K———
Atlantic Union Bankshares Corp
N/A—860-860-100%$109.7K———
Medallion Wealth Advisors, LLC
N/A—825-825-100%$105.2K———
Johnson Financial Group, Inc.
N/A—729-729-100%$93.0K———
Anchor Investment Management, LLC
N/A—704-704-100%$89.8K———
Aptus Capital Advisors, LLC
N/A—671-671-100%$85.6K———
Colonial Trust Advisors
N/A—646-646-100%$82.4K———
Caldwell Sutter Capital, Inc.
N/A—641-641-100%$81.7K———
Ameriflex Group, Inc.
N/A—577-577-100%$73.6K———
Consultiva Wealth Management, Corp.
N/A—550-550-100%$70.1K———
Minot DeBlois Advisors LLC
N/A—534-534-100%$68.1K———
Fiduciary Financial Advisors
N/A—480-480-100%$61.2K———
Colonial Trust Co / SC
N/A—435-435-100%$55.5K———
Vision Retirement, LLC
N/A—400-400-100%$51.0K———
Bogart Wealth, LLC
N/A—400-400-100%$51.0K———
Front Row Advisors LLC
N/A—397-397-100%$54.5K———
BNP Paribas Financial Markets
N/A—356-356-100%$45.4K———
Hantz Financial Services, Inc.
N/A—327-327-100%$42.0K———
Miller Capital Partners, Inc.
N/A—292-292-100%$37.2K———
IFG Advisory, LLC
N/A—262-262-100%$33.4K———
Financial Life Planners
N/A—216-216-100%$27.6K———
Whittier Trust Co
N/A—210-210-100%$28.1K———
Private Wealth Asset Management, LLC
N/A—200-200-100%$25.5K———
Delos Wealth Advisors, LLC
N/A—182-182-100%$23.2K———
Caitlin John, LLC
N/A—176-176-100%$22.5K———
Darwin Wealth Management, LLC
N/A—175-175-100%$22.4K———
Capital Analysts, LLC
N/A—156-156-100%$20.0K———
Rialto Wealth Management, LLC
N/A—112-112-100%$14.3K———
Timbuktu Capital Management, LLC
N/A—100-100-100%$12.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—94-94-100%$12.0K———
N.E.W. Advisory Services LLC
N/A—94-94-100%$12.0K———
Howe & Rusling Inc
N/A—78-78-100%$9.9K———
Atomic Invest LLC
N/A—63-63-100%$8.0K———
Fourth Dimension Wealth, LLC
N/A—50-50-100%$6.4K———
Founders Financial Alliance, LLC
N/A—30-30-100%$3.8K———
Mcguire Capital Advisors Inc
N/A—19-19-100%$2.4K———
Showing 493 of 493 institutions