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Ishares Msci Acwi ETF (ACWI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,968,007 from 2,110,162
Change-142,155 (-7%)
Value$312.4K (-$331.3M)
Filed 2026-11-02
Sageworth Trust Co
INCREASED
Shares1,941,207 from 1,726,067
Change+215,140 (+12%)
Value$308.2M (+$37.3M)
Filed 2026-10-30
P/E Global LLC
INCREASED
Shares1,700,703 from 1,391,035
Change+309,668 (+22%)
Value$270.0M (+$51.7M)
Filed 2026-10-29
Fulcrum Asset Management LLP
NEW
Shares820,672
Change+820,672
Value$130.9M
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares602,699 from 653,715
Change-51,016 (-8%)
Value$95.7M (-$6.9M)
Filed 2026-11-03
Verger Capital Management LLC
DECREASED
Shares559,163 from 561,194
Change-2,031 (0%)
Value$88.8M (+$685.0K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares520,728 from 271,674
Change+249,054 (+92%)
Value$82.7M (+$40.0M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares428,951 from 432,682
Change-3,731 (-1%)
Value$68.1M (+$184.3K)
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
INCREASED
Shares416,066 from 407,963
Change+8,103 (+2%)
Value$66.1M (+$2.0M)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares412,184 from 421,761
Change-9,577 (-2%)
Value$65.4M (-$763.3K)
Filed 2026-10-15
Bank of New York Mellon Corp
DECREASED
Shares317,012 from 339,503
Change-22,491 (-7%)
Value$50.3M (-$3.0M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares288,288 from 277,961
Change+10,327 (+4%)
Value$46.1M (+$2.2M)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
INCREASED
Shares281,269 from 257,110
Change+24,159 (+9%)
Value$44.7M (+$4.3M)
Filed 2026-10-13
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares270,635 from 270,635
Change0 (0%)
Value$43.0M (+$485.8K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares263,850 from 257,143
Change+6,707 (+3%)
Value$41.9M (+$1.5M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares229,962 from 217,934
Change+12,028 (+6%)
Value$36.5M (+$2.3M)
Filed 2026-11-04
GFS Advisors, LLC
INCREASED
Shares205,333 from 191,148
Change+14,185 (+7%)
Value$32.6M (+$32.6M)
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares199,203 from 199,242
Change-39 (0%)
Value$31.6M (+$351.4K)
Filed 2026-11-02
Privium Fund Management (UK) Ltd
INCREASED
Shares194,300 from 193,570
Change+730 (+0%)
Value$31.0M (+$821.0K)
Filed 2026-10-30
Sentinel Trust Co LBA
DECREASED
Shares182,857 from 195,752
Change-12,895 (-7%)
Value$29.0M (+$29.0M)
Filed 2026-11-03
Allen Investment Management, LLC
DECREASED
Shares177,422 from 183,243
Change-5,821 (-3%)
Value$28.2M (-$595.3K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares165,508 from 148,329
Change+17,179 (+12%)
Value$26.3M (+$3.0M)
Filed 2026-10-22
Jefferies Financial Group Inc.
DECREASED
Shares165,000 from 168,819
Change-3,819 (-2%)
Value$26.2M (-$303.3K)
Filed 2026-11-05
Ayalon Insurance Comp Ltd.
DECREASED
Shares162,301 from 217,648
Change-55,347 (-25%)
Value$25.8K (-$8.4K)
Filed 2026-10-08
Sepio Capital, LP
DECREASED
Shares156,434 from 156,594
Change-160 (0%)
Value$24.8M (+$255.7K)
Filed 2026-10-22
Meitav Investment House LTD
DECREASED
Shares153,492 from 163,021
Change-9,529 (-6%)
Value$24.4M (-$1.2M)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
INCREASED
Shares136,211 from 132,531
Change+3,680 (+3%)
Value$22.6M (+$1.4M)
Filed 2026-11-04
Topor & Co. Korea
DECREASED
Shares129,170 from 129,879
Change-709 (-1%)
Value$20.5M (+$120.6K)
Filed 2026-10-22
Cooper Investors PTY LTD
INCREASED
Shares128,920 from 66,345
Change+62,575 (+94%)
Value$20.5M (+$10.1M)
Filed 2026-10-13
Bricktown Capital, LLC
DECREASED
Shares123,868 from 162,068
Change-38,200 (-24%)
Value$19.7M (-$5.8M)
Filed 2026-10-13
Gryphon Financial Partners LLC
INCREASED
Shares123,081 from 122,690
Change+391 (+0%)
Value$19.5M (+$282.3K)
Filed 2026-11-04
Portus Wealth Advisors, LLC
DECREASED
Shares119,307 from 119,979
Change-672 (-1%)
Value$18.9M (+$108.6K)
Filed 2026-10-13
Ashford Advisors, LLC
DECREASED
Shares116,129 from 120,933
Change-4,804 (-4%)
Value$18.4M (-$545.6K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares105,672 from 190,128
Change-84,456 (-44%)
Value$16.8M (-$13.1M)
Filed 2026-10-28
Plan Group Financial, LLC
INCREASED
Shares102,407 from 102,342
Change+65 (+0%)
Value$16.3M (+$194.5K)
Filed 2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares98,013 from 78,864
Change+19,149 (+24%)
Value$15.6M (+$3.2M)
Filed 2026-10-20
Equitable Trust Co
DECREASED
Shares95,964 from 149,233
Change-53,269 (-36%)
Value$15.2M (-$8.2M)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares90,830
Change+90,830
Value$14.4M
Filed 2026-11-03
North Berkeley Wealth Management, LLC
INCREASED
Shares86,656 from 86,342
Change+314 (+0%)
Value$13.8M (+$204.8K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares85,935 from 85,456
Change+479 (+1%)
Value$13.6M (+$229.4K)
Filed 2026-10-23
NYL Investors LLC
INCREASED
Shares84,499 from 84,156
Change+343 (+0%)
Value$13.4M (+$205.5K)
Filed 2026-11-03
DT Investment Partners, LLC
INCREASED
Shares82,183 from 81,723
Change+460 (+1%)
Value$13.0M (+$219.7K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares81,481 from 89,993
Change-8,512 (-9%)
Value$12.9M (-$1.2M)
Filed 2026-11-05
Unique Wealth, LLC
INCREASED
Shares79,138 from 78,139
Change+999 (+1%)
Value$12.6M (+$298.9K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares76,143 from 73,489
Change+2,654 (+4%)
Value$12.1K (-$11.5M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares71,540 from 86,229
Change-14,689 (-17%)
Value$11.4M (-$2.2M)
Filed 2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares70,406 from 67,564
Change+2,842 (+4%)
Value$11.2M (+$572.5K)
Filed 2026-10-22
Able Wealth Management LLC
INCREASED
Shares66,938 from 66,065
Change+873 (+1%)
Value$10.8M (+$414.1K)
Filed 2026-10-13
Y.D. More Investments Ltd
INCREASED
Shares60,959 from 53,768
Change+7,191 (+13%)
Value$9.7M (+$1.2M)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares59,694 from 62,722
Change-3,028 (-5%)
Value$9.5M (-$368.2K)
Filed 2026-10-28
Financial Enhancement Group LLC
INCREASED
Shares59,132 from 59,113
Change+19 (+0%)
Value$9.5M (+$224.1K)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares58,110 from 59,136
Change-1,026 (-2%)
Value$9.2M (-$56.9K)
Filed 2026-11-03
Mullaney, Keating & Wright, Inc.
DECREASED
Shares57,774 from 61,659
Change-3,885 (-6%)
Value$9.2M (-$506.1K)
Filed 2026-10-19
SBI Securities Co., Ltd.
INCREASED
Shares56,619 from 56,500
Change+119 (+0%)
Value$9.0M (+$120.3K)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
DECREASED
Shares56,551 from 85,773
Change-29,222 (-34%)
Value$9.0M (-$4.5M)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
DECREASED
Shares54,628 from 55,328
Change-700 (-1%)
Value$8.7M (-$11.8K)
Filed 2026-10-26
WestEnd Advisors, LLC
INCREASED
Shares52,125 from 9,745
Change+42,380 (+435%)
Value$8.3M (+$6.7M)
Filed 2026-10-27
Creative Planning
DECREASED
Shares52,033 from 60,315
Change-8,282 (-14%)
Value$8.3M (-$1.2M)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares48,239 from 42,781
Change+5,458 (+13%)
Value$7.7M (+$943.3K)
Filed 2026-10-20
Sageworth Trust Co of South Dakota
INCREASED
Shares48,202 from 31,062
Change+17,140 (+55%)
Value$7.7M (+$2.8M)
Filed 2026-10-30
Sava Infond d.o.o.
UNCHANGED
Shares47,450 from 47,450
Change0 (0%)
Value$7.5M (+$85.2K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares47,063 from 41,605
Change+5,458 (+13%)
Value$7.5M (+$941.2K)
Filed 2026-10-23
LexAurum Advisors, LLC
DECREASED
Shares46,205 from 47,106
Change-901 (-2%)
Value$7.3M (-$58.5K)
Filed 2026-10-19
Frank, Rimerman Advisors LLC
UNCHANGED
Shares44,053 from 44,053
Change0 (0%)
Value$7.0M (+$79.1K)
Filed 2026-10-16
Verum Partners LLC
DECREASED
Shares43,648 from 45,092
Change-1,444 (-3%)
Value$6.9M (-$148.3K)
Filed 2026-10-21
Peak Financial Management, Inc.
INCREASED
Shares42,529 from 42,275
Change+254 (+1%)
Value$6.8M (+$116.2K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares42,431 from 48,858
Change-6,427 (-13%)
Value$6.7M (-$932.8K)
Filed 2026-10-15
Lee Financial Co
DECREASED
Shares41,220 from 41,299
Change-79 (0%)
Value$6.5M (+$61.5K)
Filed 2026-10-16
Atwater Malick LLC
DECREASED
Shares39,575 from 39,737
Change-162 (0%)
Value$6.3M (+$45.6K)
Filed 2026-10-15
Keybank National Association
UNCHANGED
Shares37,900 from 37,900
Change0 (0%)
Value$6.0M (+$68.0K)
Filed 2026-11-04
Procyon Advisors, LLC
DECREASED
Shares36,692 from 36,887
Change-195 (-1%)
Value$5.8M (+$35.3K)
Filed 2026-10-21
AlphaCore Capital LLC
UNCHANGED
Shares36,380 from 36,380
Change0 (0%)
Value$5.8M (+$65.3K)
Filed 2026-11-04
Advisor OS, LLC
INCREASED
Shares36,004 from 35,992
Change+12 (+0%)
Value$5.7M (+$66.4K)
Filed 2026-11-03
Financial Council, LLC
DECREASED
Shares34,475 from 34,691
Change-216 (-1%)
Value$5.5M (+$28.0K)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares33,212 from 28,716
Change+4,496 (+16%)
Value$5.3M (+$765.4K)
Filed 2026-10-16
Intergy Private Wealth, LLC
UNCHANGED
Shares32,910 from 32,910
Change0 (0%)
Value$5.2M (+$59.1K)
Filed 2026-10-16
Well Done, LLC
DECREASED
Shares29,519 from 30,898
Change-1,379 (-4%)
Value$4.7M (-$163.5K)
Filed 2026-10-20
USAdvisors Wealth Management, LLC
DECREASED
Shares29,057 from 29,763
Change-706 (-2%)
Value$4.6K (-$4.7M)
Filed 2026-10-21
Madrona Financial Services, LLC
DECREASED
Shares28,676 from 32,217
Change-3,541 (-11%)
Value$4.6M (-$504.4K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares28,273 from 28,399
Change-126 (0%)
Value$4.5M (+$31.0K)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares26,718 from 26,718
Change0 (0%)
Value$4.2M (+$48.0K)
Filed 2026-10-23
Trilogy Capital Inc.
INCREASED
Shares26,632 from 25,974
Change+658 (+3%)
Value$4.2M (+$151.1K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares25,681 from 25,751
Change-70 (0%)
Value$4.1M (+$35.1K)
Filed 2026-10-05
Quadrant Capital Group LLC
DECREASED
Shares25,392 from 26,624
Change-1,232 (-5%)
Value$4.1M (-$99.0K)
Filed 2026-10-20
CKW Financial Group
INCREASED
Shares25,331 from 25,302
Change+29 (+0%)
Value$4.0K (-$3.9M)
Filed 2026-10-29
Catalyst Private Wealth, LLC
UNCHANGED
Shares24,912 from 24,912
Change0 (0%)
Value$4.0M (+$44.7K)
Filed 2026-10-13
Vontobel Holding Ltd.
INCREASED
Shares24,481 from 18,825
Change+5,656 (+30%)
Value$3.9M (+$931.8K)
Filed 2026-10-16
St. Louis Trust Co
UNCHANGED
Shares24,068 from 24,068
Change0 (0%)
Value$3.8M (+$3.0M)
Filed 2026-11-03
RDA Financial Network
DECREASED
Shares22,586 from 23,219
Change-633 (-3%)
Value$3.6M (-$58.9K)
Filed 2026-10-15
Brighton Jones LLC
DECREASED
Shares22,241 from 22,362
Change-121 (-1%)
Value$3.5M (+$20.9K)
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED
Shares22,166 from 30,420
Change-8,254 (-27%)
Value$3.5M (-$1.3M)
Filed 2026-10-19
Aries Wealth Management
DECREASED
Shares22,105 from 22,305
Change-200 (-1%)
Value$3.5M (+$8.3K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares22,016 from 19,262
Change+2,754 (+14%)
Value$3.4M (+$411.8K)
Filed 2026-11-04
Independent Wealth Network Inc.
DECREASED
Shares21,851 from 22,638
Change-787 (-3%)
Value$3.5M (-$84.5K)
Filed 2026-10-19
PFW Advisors LLC
DECREASED
Shares21,223 from 22,652
Change-1,429 (-6%)
Value$3.4M (-$186.1K)
Filed 2026-10-07
Selby Wealth Management, LLC
DECREASED
Shares19,370 from 19,510
Change-140 (-1%)
Value$3.1M (+$12.8K)
Filed 2026-10-16
Barings LLC
DECREASED
Shares19,230 from 24,240
Change-5,010 (-21%)
Value$3.1M (-$751.8K)
Filed 2026-10-22
Klaas Financial Asset Advisors, LLC
DECREASED
Shares18,539 from 20,395
Change-1,856 (-9%)
Value$2.9M (-$258.1K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares18,171 from 17,878
Change+293 (+2%)
Value$2.9M (+$78.6K)
Filed 2026-10-08
Veltria Advisors Corp.
INCREASED
Shares17,801 from 17,421
Change+380 (+2%)
Value$2.8M (+$91.6K)
Filed 2026-11-05
Quattro Financial Advisors LLC
NEW
Shares17,800
Change+17,800
Value$2.8M
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares17,229 from 4,740
Change+12,489 (+263%)
Value$2.7M (+$2.0M)
Filed 2026-10-30
Fund Evaluation Group, LLC
DECREASED
Shares16,817 from 16,987
Change-170 (-1%)
Value$2.7M (+$3.5K)
Filed 2026-11-05
Aspiriant, LLC
DECREASED
Shares16,773 from 17,243
Change-470 (-3%)
Value$2.7M (-$43.7K)
Filed 2026-10-16
Sapient Capital LLC
UNCHANGED
Shares16,704 from 16,704
Change0 (0%)
Value$2.7M (+$30.0K)
Filed 2026-10-08
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares16,207 from 16,215
Change-8 (0%)
Value$2.6M (+$27.8K)
Filed 2026-10-29
G&S Capital LLC
INCREASED
Shares15,966 from 15,796
Change+170 (+1%)
Value$2.5M (+$55.3K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED
Shares15,713 from 19,088
Change-3,375 (-18%)
Value$2.5M (-$501.5K)
Filed 2026-10-16
Midwest Heritage Bank, FSB
UNCHANGED
Shares15,486 from 15,486
Change0 (0%)
Value$2.5M (+$27.8K)
Filed 2026-10-26
West Bancorporation Inc
DECREASED
Shares15,386 from 17,531
Change-2,145 (-12%)
Value$2.4M (-$309.1K)
Filed 2026-10-29
Roth Financial Partners LLC
DECREASED
Shares15,317 from 15,517
Change-200 (-1%)
Value$2.4M (-$3.9K)
Filed 2026-10-06
OAK Family Advisors, LLC
DECREASED
Shares14,953 from 16,300
Change-1,347 (-8%)
Value$2.4M (-$184.6K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares14,790 from 14,792
Change-2 (0%)
Value$2.3M (+$26.2K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares14,368 from 13,876
Change+492 (+4%)
Value$2.3M (+$103.0K)
Filed 2026-11-05
Pictet North America Advisors SA
UNCHANGED
Shares14,305 from 14,305
Change0 (0%)
Value$2.3M (+$25.7K)
Filed 2026-10-21
Greystone Financial Group, LLC
DECREASED
Shares13,654 from 13,996
Change-342 (-2%)
Value$2.2M (-$29.3K)
Filed 2026-10-26
First Citizens Bank & Trust Co
DECREASED
Shares13,636 from 14,087
Change-451 (-3%)
Value$2.2M (-$46.3K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
INCREASED
Shares13,540 from 8,248
Change+5,292 (+64%)
Value$2.1M (+$855.1K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares13,515 from 12,849
Change+666 (+5%)
Value$2.1M (+$128.8K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares13,495 from 13,717
Change-222 (-2%)
Value$2.1M (-$10.6K)
Filed 2026-10-27
Angeles Investment Advisors, LLC
DECREASED
Shares13,461 from 13,536
Change-75 (-1%)
Value$2.1M (+$12.4K)
Filed 2026-10-22
Angeles Wealth Management, LLC
UNCHANGED
Shares13,311 from 13,311
Change0 (0%)
Value$363.7K (-$8.2K)
Filed 2026-10-26
RiverTree Advisors, LLC
INCREASED
Shares13,139 from 13,045
Change+94 (+1%)
Value$2.1M (+$38.3K)
Filed 2026-10-13
Lynx Investment Advisory
UNCHANGED
Shares12,983 from 12,983
Change0 (0%)
Value$2.1M (+$23.3K)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares12,604 from 12,794
Change-190 (-1%)
Value$2.0M (-$7.2K)
Filed 2026-10-20
AMG National Trust Bank
UNCHANGED
Shares12,543 from 12,543
Change0 (0%)
Value$2.0M (+$22.5K)
Filed 2026-11-05
J. Derek Lewis & Associates Inc.
INCREASED
Shares12,524 from 11,938
Change+586 (+5%)
Value$2.0M (+$114.5K)
Filed 2026-11-03
Diversify Wealth Management, LLC
NEW
Shares12,467
Change+12,467
Value$2.0M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares12,467
Change+12,467
Value$2.0M
Filed 2026-10-20
Lifelong Wealth Advisors, Inc.
UNCHANGED
Shares12,332 from 12,332
Change0 (0%)
Value$2.0M (+$22.1K)
Filed 2026-10-19
Maseco LLP
UNCHANGED
Shares12,330 from 12,330
Change0 (0%)
Value$2.0M (+$23.3K)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares12,250 from 12,250
Change0 (0%)
Value$1.9M (+$22.0K)
Filed 2026-10-20
Elmwood Wealth Management, Inc.
INCREASED
Shares11,905 from 10,751
Change+1,154 (+11%)
Value$1.9M (+$202.5K)
Filed 2026-10-14
KCM Investment Advisors LLC
UNCHANGED
Shares11,895 from 11,895
Change0 (0%)
Value$1.9M (+$21.4K)
Filed 2026-10-27
SYM Financial Corp
DECREASED
Shares11,888 from 12,384
Change-496 (-4%)
Value$1.9M (-$56.5K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares11,836 from 13,075
Change-1,239 (-9%)
Value$1.9M (-$173.2K)
Filed 2026-10-28
Great Waters Wealth Management
DECREASED
Shares11,563 from 11,623
Change-60 (-1%)
Value$1.8M (+$11.4K)
Filed 2026-10-07
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares11,545 from 11,545
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-15
Imc-Chicago, LLC
INCREASED
Shares11,108 from 4,743
Change+6,365 (+134%)
Value$1.8M (+$1.0M)
Filed 2026-11-05
Bucket List Wealth Management, LLC
DECREASED
Shares10,721 from 10,726
Change-5 (0%)
Value$1.7M (+$18.5K)
Filed 2026-10-22
Cherrydale Wealth Management, LLC
UNCHANGED
Shares10,717 from 10,717
Change0 (0%)
Value$1.7M (+$19.2K)
Filed 2026-10-20
Sharkey, Howes & Javer
DECREASED
Shares10,669 from 12,407
Change-1,738 (-14%)
Value$1.7M (-$253.7K)
Filed 2026-10-22
Mirabaud & Cie SA
UNCHANGED
Shares10,470 from 10,470
Change0 (0%)
Value$1.7M (+$19.6K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,123 from 10,863
Change-740 (-7%)
Value$1.6M (-$98.1K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares10,043 from 10,043
Change0 (0%)
Value$1.6M (+$18.0K)
Filed 2026-11-05
McHugh Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.6M (+$18.0K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares9,846
Change+9,846
Value$1.6M
Filed 2026-10-14
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares9,801 from 12,609
Change-2,808 (-22%)
Value$1.6M (-$423.2K)
Filed 2026-10-22
Montecito Bank & Trust
UNCHANGED
Shares9,567 from 9,567
Change0 (0%)
Value$1.5M (+$17.2K)
Filed 2026-10-01
Kestra Advisory Services, LLC
INCREASED
Shares9,548 from 8,740
Change+808 (+9%)
Value$1.5M (+$143.9K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares9,301 from 8,338
Change+963 (+12%)
Value$1.5M (+$167.9K)
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares8,935 from 8,935
Change0 (0%)
Value$1.4M (+$16.0K)
Filed 2026-10-05
Simon Quick Advisors, LLC
DECREASED
Shares8,882 from 8,892
Change-10 (0%)
Value$1.4M (+$14.4K)
Filed 2026-10-26
NavPoint Financial, Inc.
UNCHANGED
Shares8,850 from 8,850
Change0 (0%)
Value$1.4M (+$15.9K)
Filed 2026-10-21
Northside Capital Management, LLC
UNCHANGED
Shares8,775 from 8,775
Change0 (0%)
Value$1.4M (+$15.8K)
Filed 2026-10-13
Saxony Capital Management, LLC
DECREASED
Shares8,746 from 8,754
Change-8 (0%)
Value$1.4M (+$14.4K)
Filed 2026-10-15
Keystone Global Partners, LLC
NEW
Shares8,704
Change+8,704
Value$1.4M
Filed 2026-10-13
Annex Advisory Services, LLC
NEW
Shares8,338
Change+8,338
Value$1.3M
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares8,191 from 7,823
Change+368 (+5%)
Value$1.3M (+$72.5K)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares8,094 from 1,479
Change+6,615 (+447%)
Value$1.3M (+$1.1M)
Filed 2026-10-08
Foster Victor Wealth Advisors, LLC
NEW
Shares8,028
Change+8,028
Value$1.3M
Filed 2026-10-21
Patten Group, Inc.
INCREASED
Shares7,823 from 7,391
Change+432 (+6%)
Value$1.2M (+$81.9K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares7,820 from 7,820
Change0 (0%)
Value$1.2M (+$14.0K)
Filed 2026-11-02
Avior Wealth Management, LLC
UNCHANGED
Shares7,754 from 7,754
Change0 (0%)
Value$1.2M (+$13.9K)
Filed 2026-10-13
NTV Asset Management LLC
DECREASED
Shares7,749 from 7,751
Change-2 (0%)
Value$1.2M (+$13.8K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares7,727 from 8,623
Change-896 (-10%)
Value$1.2M (-$126.8K)
Filed 2026-10-23
Pathway Financial Advisors LLC
DECREASED
Shares7,556 from 241,105
Change-233,549 (-97%)
Value$1.2M (-$36.4M)
Filed 2026-10-07
Citizens Financial Group Inc
DECREASED
Shares7,323 from 8,222
Change-899 (-11%)
Value$1.2M (-$128.0K)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$1.2M (+$13.1K)
Filed 2026-10-22
Activest Wealth Management
DECREASED
Shares7,292 from 7,355
Change-63 (-1%)
Value$1.2M (+$3.3K)
Filed 2026-10-15
Cassia Capital Partners, LLC
INCREASED
Shares7,218 from 6,902
Change+316 (+5%)
Value$1.1M (+$62.6K)
Filed 2026-11-04
KBC Group NV
DECREASED
Shares7,135 from 7,602
Change-467 (-6%)
Value$1.1K (-$1.2M)
Filed 2026-10-22
Columbus Macro, LLC
INCREASED
Shares7,089 from 7,026
Change+63 (+1%)
Value$1.1M (+$22.6K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares7,047 from 7,076
Change-29 (0%)
Value$1.1M (+$8.1K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
DECREASED
Shares6,995 from 7,120
Change-125 (-2%)
Value$1.1M (-$7.1K)
Filed 2026-10-08
Regions Financial Corp
DECREASED
Shares6,930 from 7,431
Change-501 (-7%)
Value$1.1M (-$66.2K)
Filed 2026-11-05
Sheets Smith Wealth Management
DECREASED
Shares6,773 from 6,793
Change-20 (0%)
Value$1.1M (+$8.9K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares6,758 from 4,796
Change+1,962 (+41%)
Value$1.1M (+$320.1K)
Filed 2026-10-20
Trek Financial, LLC
UNCHANGED
Shares6,758 from 6,758
Change0 (0%)
Value$1.1M (+$12.1K)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$1.0M (+$11.8K)
Filed 2026-10-13
Winthrop Advisory Group LLC
DECREASED
Shares6,596 from 7,254
Change-658 (-9%)
Value$1.0M (-$91.5K)
Filed 2026-10-22
Wealth Architects, LLC
UNCHANGED
Shares6,567 from 6,567
Change0 (0%)
Value$1.0M (+$11.8K)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$1.0M (+$11.7K)
Filed 2026-10-26
Evolution Wealth Advisors, LLC
INCREASED
Shares6,392 from 5,464
Change+928 (+17%)
Value$1.0M (+$157.1K)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares6,378 from 8,728
Change-2,350 (-27%)
Value$1.0M (-$357.4K)
Filed 2026-10-29
Bailard, Inc.
DECREASED
Shares6,334 from 6,414
Change-80 (-1%)
Value$1.0M (-$1.0K)
Filed 2026-10-13
Gutierrez Wealth Advisory, LLC
UNCHANGED
Shares6,234 from 6,234
Change0 (0%)
Value$989.8K (+$11.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares6,185 from 6,141
Change+44 (+1%)
Value$982.0K (+$18.0K)
Filed 2026-10-08
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,154 from 6,046
Change+108 (+2%)
Value$977.1K (+$28.1K)
Filed 2026-10-16
Apeiron RIA LLC
DECREASED
Shares6,104 from 6,330
Change-226 (-4%)
Value$969.0K (-$24.6K)
Filed 2026-10-08
Ballew Advisors, Inc
UNCHANGED
Shares6,016 from 6,016
Change0 (0%)
Value$963.2K (+$23.7K)
Filed 2026-10-05
Ifrah Financial Services, Inc.
DECREASED
Shares6,011 from 6,095
Change-84 (-1%)
Value$954.4K (-$2.3K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares5,949 from 5,871
Change+78 (+1%)
Value$944.5K (+$22.9K)
Filed 2026-11-05
Parsons Capital Management Inc
UNCHANGED
Shares5,920 from 5,920
Change0 (0%)
Value$939.9K (+$10.6K)
Filed 2026-10-28
Vertrix Wealth Management, LLC
DECREASED
Shares5,823 from 5,991
Change-168 (-3%)
Value$924.5K (-$15.9K)
Filed 2026-10-13
Ulrich Consultants & Investment Group, LLC
NEW
Shares5,800
Change+5,800
Value$920.8K
Filed 2026-10-13
Chicago Partners Investment Group LLC
UNCHANGED
Shares5,586 from 5,586
Change0 (0%)
Value$876.0K (+$13.7K)
Filed 2026-10-27
Shum Financial Group, Inc.
INCREASED
Shares5,526 from 5,073
Change+453 (+9%)
Value$877.3K (+$81.0K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares5,412 from 5,448
Change-36 (-1%)
Value$859.3K (+$4.1K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
UNCHANGED
Shares5,366 from 5,366
Change0 (0%)
Value$851.9K (+$9.6K)
Filed 2026-10-13
Kings Path Partners LLC
INCREASED
Shares5,311 from 5,085
Change+226 (+4%)
Value$843.2K (+$45.0K)
Filed 2026-10-21
Curated Wealth Partners LLC
INCREASED
Shares5,262 from 2,862
Change+2,400 (+84%)
Value$835.4K (+$386.2K)
Filed 2026-10-15
Anchor Capital Advisors LLC
DECREASED
Shares5,243 from 5,353
Change-110 (-2%)
Value$832.4K (-$7.9K)
Filed 2026-11-05
Vann Equity Management LLC
DECREASED
Shares5,233 from 8,651
Change-3,418 (-40%)
Value$830.9K (-$527.1K)
Filed 2026-10-08
New Capital Management LP
INCREASED
Shares5,173 from 4,575
Change+598 (+13%)
Value$821.2K (+$103.2K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED
Shares5,138 from 5,138
Change0 (0%)
Value$815.7K (+$9.2K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares5,100 from 5,054
Change+46 (+1%)
Value$809.7K (+$16.3K)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares4,943 from 5,063
Change-120 (-2%)
Value$784.8K (-$10.0K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares4,923 from 10,944
Change-6,021 (-55%)
Value$781.7K (-$936.3K)
Filed 2026-10-30
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares4,910 from 4,910
Change0 (0%)
Value$779.5K (+$8.8K)
Filed 2026-10-28
Courage Miller Partners, LLC
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$754.1K (+$8.5K)
Filed 2026-10-21
One Way Holdings LLC
DECREASED
Shares4,712 from 4,962
Change-250 (-5%)
Value$748.1K (-$30.8K)
Filed 2026-10-29
NBH Bank
UNCHANGED
Shares4,594 from 4,594
Change0 (0%)
Value$729.4K (+$8.2K)
Filed 2026-11-05
Sowell Financial Services LLC
DECREASED
Shares4,586 from 4,612
Change-26 (-1%)
Value$728.1K (+$4.1K)
Filed 2026-10-23
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares4,568 from 4,546
Change+22 (+0%)
Value$725.0K (+$11.0K)
Filed 2026-11-05
Capital Investment Advisors, LLC
UNCHANGED
Shares4,543 from 4,543
Change0 (0%)
Value$721.2K (+$8.2K)
Filed 2026-10-22
Certuity, LLC
UNCHANGED
Shares4,514 from 4,514
Change0 (0%)
Value$716.7K (+$8.1K)
Filed 2026-11-02
Nations Financial Group Inc,
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$716.6K (+$8.1K)
Filed 2026-11-05
RTD Financial Advisors, Inc.
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$714.4K (+$8.1K)
Filed 2026-10-09
Orin Green Financial, LLC
INCREASED
Shares4,446 from 4,069
Change+377 (+9%)
Value$705.9K (+$67.2K)
Filed 2026-10-19
Financial Insights, Inc.
INCREASED
Shares4,400 from 3,423
Change+977 (+29%)
Value$698.6K (+$161.3K)
Filed 2026-10-27
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares4,384 from 4,384
Change0 (0%)
Value$696.0K (+$7.9K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares4,361 from 4,392
Change-31 (-1%)
Value$692.4K (+$84.7K)
Filed 2026-10-13
Accurate Wealth Management, LLC
UNCHANGED
Shares4,358 from 4,358
Change0 (0%)
Value$700.3K (+$13.1K)
Filed 2026-10-20
71 West Capital Partners
UNCHANGED
Shares4,337 from 4,337
Change0 (0%)
Value$688.6K (+$7.8K)
Filed 2026-11-04
Johnson Financial Group, LLC
UNCHANGED
Shares4,304 from 4,304
Change0 (0%)
Value$683.3K (+$7.7K)
Filed 2026-11-03
Regatta Capital Group, LLC
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$673.2K (+$7.6K)
Filed 2026-10-23
Magnus Financial Group LLC
UNCHANGED
Shares4,191 from 4,191
Change0 (0%)
Value$665.4K (+$7.5K)
Filed 2026-10-21
Fairway Wealth LLC
UNCHANGED
Shares4,154 from 4,154
Change0 (0%)
Value$659.6K (+$7.5K)
Filed 2026-10-30
Client 1ST Advisory Group, LLC
DECREASED
Shares4,135 from 4,264
Change-129 (-3%)
Value$656.5K (-$12.8K)
Filed 2026-10-19
Archford Capital Strategies, LLC
UNCHANGED
Shares4,084 from 4,084
Change0 (0%)
Value$648.4K (+$7.3K)
Filed 2026-10-19
Americana Partners, LLC
INCREASED
Shares4,026 from 3,983
Change+43 (+1%)
Value$639.2K (+$14.0K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
DECREASED
Shares3,866 from 4,114
Change-248 (-6%)
Value$613.8K (-$32.0K)
Filed 2026-10-09
LVW Advisors, LLC
UNCHANGED
Shares3,853 from 3,853
Change0 (0%)
Value$611.7K (+$6.9K)
Filed 2026-10-19
Naples Global Advisors, LLC
DECREASED
Shares3,850 from 4,090
Change-240 (-6%)
Value$611.2K (-$30.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares3,816 from 3,799
Change+17 (+0%)
Value$605.8K (+$9.5K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$584.7K (+$6.6K)
Filed 2026-10-21
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares3,669 from 3,669
Change0 (0%)
Value$578.7K (+$2.6K)
Filed 2026-10-28
Altfest L J & Co Inc
UNCHANGED
Shares3,624 from 3,624
Change0 (0%)
Value$575.3K (+$6.5K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$563.6K (+$6.4K)
Filed 2026-10-23
Asempa Wealth Advisors
DECREASED
Shares3,548 from 4,569
Change-1,021 (-22%)
Value$563.2K (-$154.0K)
Filed 2026-10-07
AA Financial Advisors, LLC
UNCHANGED
Shares3,418 from 3,418
Change0 (0%)
Value$542.7K (+$6.1K)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares3,300
Change+3,300
Value$523.9K
Filed 2026-10-19
Highland Capital Management, LLC
UNCHANGED
Shares3,271 from 3,271
Change0 (0%)
Value$519.3K (+$5.9K)
Filed 2026-10-26
High Probability Advisors, LLC
UNCHANGED
Shares3,253 from 3,253
Change0 (0%)
Value$516.4K (+$5.8K)
Filed 2026-10-19
Modera Wealth Management, LLC
UNCHANGED
Shares3,161 from 3,161
Change0 (0%)
Value$501.9K (+$5.7K)
Filed 2026-10-28
Moran Wealth Management, LLC
INCREASED
Shares3,150 from 2,263
Change+887 (+39%)
Value$500.1K (+$144.9K)
Filed 2026-10-22
TKG Advisors, LLC
DECREASED
Shares3,126 from 3,206
Change-80 (-2%)
Value$496.3K (-$6.9K)
Filed 2026-11-02
FSM Wealth Advisors, LLC
DECREASED
Shares3,111 from 3,313
Change-202 (-6%)
Value$497.1K (-$22.9K)
Filed 2026-10-27
First Hawaiian Bank
UNCHANGED
Shares3,083 from 3,083
Change0 (0%)
Value$489.5K (+$5.5K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares3,041 from 11,255
Change-8,214 (-73%)
Value$482.8K (-$1.3M)
Filed 2026-10-28
Balentine LLC
DECREASED
Shares3,003 from 3,380
Change-377 (-11%)
Value$476.8K (-$53.8K)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$476.3K (+$5.4K)
Filed 2026-10-30
Hoxton Planning & Management, LLC
DECREASED
Shares2,936 from 3,250
Change-314 (-10%)
Value$466.1K (-$44.0K)
Filed 2026-10-15
Rossmore Private Capital
DECREASED
Shares2,910 from 3,065
Change-155 (-5%)
Value$462.0K (-$19.1K)
Filed 2026-10-27
Cidel Asset Management Inc
DECREASED
Shares2,796 from 2,861
Change-65 (-2%)
Value$443.9K (-$5.2K)
Filed 2026-10-29
LWM Advisors Inc
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$432.3K (+$4.9K)
Filed 2026-10-08
Garde Capital, Inc.
UNCHANGED
Shares2,717 from 2,717
Change0 (0%)
Value$431.3K (+$4.9K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,710 from 2,750
Change-40 (-1%)
Value$430.3K (-$1.4K)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$423.9K (+$4.8K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares2,654 from 5,111
Change-2,457 (-48%)
Value$421 (-$801.6K)
Filed 2026-10-22
Allen Capital Group, LLC
DECREASED
Shares2,555 from 2,882
Change-327 (-11%)
Value$405.6K (-$46.7K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares2,547 from 1,715
Change+832 (+49%)
Value$404.4K (+$135.2K)
Filed 2026-10-16
Gateway Investment Advisers LLC
DECREASED
Shares2,547 from 2,697
Change-150 (-6%)
Value$404.4K (-$19.0K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares2,529 from 1,374
Change+1,155 (+84%)
Value$401.5K (+$185.8K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares2,510 from 2,297
Change+213 (+9%)
Value$398.5K (+$37.9K)
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares2,505
Change+2,505
Value$397.7K
Filed 2026-11-04
Seven Post Investment Office LP
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$396.0K (+$4.5K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares2,488 from 3,797
Change-1,309 (-34%)
Value$395.0K (-$201.0K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares2,481 from 2,436
Change+45 (+2%)
Value$393.9K (+$11.5K)
Filed 2026-10-01
Ironwood Wealth Management, Llc.
INCREASED
Shares2,464 from 130
Change+2,334 (+1795%)
Value$391.1K (+$370.7K)
Filed 2026-10-28
Provident Wealth Management, LLC
UNCHANGED
Shares2,417 from 2,417
Change0 (0%)
Value$383.7K (+$4.3K)
Filed 2026-10-20
Essex Bank
UNCHANGED
Shares2,378 from 2,378
Change0 (0%)
Value$377.5K (+$4.3K)
Filed 2026-10-16
LEE Danner & Bass Inc
UNCHANGED
Shares2,372 from 2,372
Change0 (0%)
Value$376.6K (+$4.3K)
Filed 2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,368 from 1,940
Change+428 (+22%)
Value$376.0K (+$71.4K)
Filed 2026-11-04
Claro Advisors Inc.
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$371.5K (+$4.2K)
Filed 2026-11-02
New York Life Investment Management LLC
DECREASED
Shares2,246 from 3,140
Change-894 (-28%)
Value$356.6K (-$136.3K)
Filed 2026-11-04
Frederick Financial Consultants, LLC
INCREASED
Shares2,238 from 2,106
Change+132 (+6%)
Value$355.3K (+$24.7K)
Filed 2026-10-29
Wesbanco Bank Inc
INCREASED
Shares2,225 from 1,703
Change+522 (+31%)
Value$353.3K (+$85.9K)
Filed 2026-11-04
Chesley Taft & Associates LLC
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$352.5K (+$4.0K)
Filed 2026-10-13
Greenup Street Wealth Management LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$342.9K (+$3.9K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,151 from 2,151
Change0 (0%)
Value$341.5K (+$3.9K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$338.2K (+$3.8K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
DECREASED
Shares2,120 from 2,267
Change-147 (-6%)
Value$336.6K (-$19.3K)
Filed 2026-10-14
Weil Company, Inc.
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$335.5K (+$3.8K)
Filed 2026-10-14
Wedmont Private Capital
UNCHANGED
Shares2,101 from 2,101
Change0 (0%)
Value$335.7K (+$4.4K)
Filed 2026-10-09
Nottingham Advisors, Inc.
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$332.7K (+$8.9K)
Filed 2026-10-29
Traveka Wealth, LLC
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$332.8K (+$3.8K)
Filed 2026-10-19
Inscription Capital, LLC
UNCHANGED
Shares2,082 from 2,082
Change0 (0%)
Value$330.5K (+$3.7K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares2,017 from 2,019
Change-2 (0%)
Value$320.2K (+$3.1K)
Filed 2026-10-22
eCIO, Inc.
NEW
Shares2,007
Change+2,007
Value$324.8K
Filed 2026-11-02
Elevatus Welath Management
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$318.5K (+$3.6K)
Filed 2026-10-19
Rakuten Securities, Inc.
DECREASED
Shares2,002 from 2,630
Change-628 (-24%)
Value$317.8K (-$95.0K)
Filed 2026-11-02
Gruss & Co., LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$317.5K (+$3.6K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
UNCHANGED
Shares1,985 from 1,985
Change0 (0%)
Value$315.1K (+$3.6K)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares1,969 from 2,034
Change-65 (-3%)
Value$317.1K (-$991)
Filed 2026-10-28
Crestwood Advisors Group, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$301.7K (+$3.4K)
Filed 2026-10-27
One Advisory Partners, LLC
DECREASED
Shares1,882 from 3,763
Change-1,881 (-50%)
Value$298.8K (-$291.9K)
Filed 2026-10-22
Kestra Investment Management, LLC
DECREASED
Shares1,878 from 1,963
Change-85 (-4%)
Value$298.2K (-$10.0K)
Filed 2026-11-04
Eagle Strategies LLC
DECREASED
Shares1,873 from 1,880
Change-7 (0%)
Value$297.4K (+$2.3K)
Filed 2026-10-16
Alhambra Investment Management LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$295.3K (+$3.3K)
Filed 2026-10-15
Landaas & Co
INCREASED
Shares1,855 from 1,674
Change+181 (+11%)
Value$294.5K (+$31.7K)
Filed 2026-10-29
GR Financial Group, LLC
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$293.5K (+$3.3K)
Filed 2026-10-27
KFG LLC
NEW
Shares1,835
Change+1,835
Value$291.3K
Filed 2026-11-02
Symmetry Partners, LLC
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$291.3K (+$3.3K)
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$285.3K (+$3.2K)
Filed 2026-10-29
GEN Financial Management, Inc.
UNCHANGED
Shares1,788 from 1,788
Change0 (0%)
Value$283.9K (+$3.2K)
Filed 2026-10-13
Cordatus Wealth Management LLC
NEW
Shares1,766
Change+1,766
Value$280.4K
Filed 2026-10-19
GSG Advisors LLC
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$277.0K (+$3.1K)
Filed 2026-11-03
Palisade Asset Management, LLC
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$276.6K (+$3.1K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,727 from 8,421
Change-6,694 (-79%)
Value$274.2K (-$1.0M)
Filed 2026-10-14
Signal Advisors Wealth, LLC
DECREASED
Shares1,678 from 1,763
Change-85 (-5%)
Value$266.4K (-$10.3K)
Filed 2026-10-13
OFS Enterprise LLC
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$266.5K (+$3.0K)
Filed 2026-10-16
Great Point Wealth Advisors, LLC
DECREASED
Shares1,676 from 2,704
Change-1,028 (-38%)
Value$266.1K (-$158.3K)
Filed 2026-10-15
Bison Wealth, LLC
UNCHANGED
Shares1,671 from 1,671
Change0 (0%)
Value$268.4K (+$4.4K)
Filed 2026-10-13
Magnolia Capital Management LTD
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$264 (+$3)
Filed 2026-10-09
Dorval Corp
INCREASED
Shares1,663 from 1,655
Change+8 (+0%)
Value$264.0K (+$4.2K)
Filed 2026-10-29
Gibson Capital, LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$261.2K (+$3.0K)
Filed 2026-10-23
Heck Capital Advisors, LLC
INCREASED
Shares1,644 from 1,462
Change+182 (+12%)
Value$261.0K (+$31.5K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares1,634 from 2,396
Change-762 (-32%)
Value$259.4K (-$116.7K)
Filed 2026-10-20
Rodgers & Associates, LTD
DECREASED
Shares1,629 from 1,739
Change-110 (-6%)
Value$258.6K (-$14.3K)
Filed 2026-10-20
CGN Advisors LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$256.7K (+$2.9K)
Filed 2026-10-21
Thrive Capital Management, LLC
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$254.6K (+$2.9K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares1,591 from 1,446
Change+145 (+10%)
Value$252.6K (+$25.6K)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,563 from 1,563
Change0 (0%)
Value$248.2K (+$2.8K)
Filed 2026-10-14
MN Wealth Advisors, LLC
NEW
Shares1,551
Change+1,551
Value$246.2K
Filed 2026-10-23
Goelzer Investment Management, Inc.
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$245.4K (+$2.8K)
Filed 2026-10-16
TCP Asset Management, LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$244.1K (+$4.8K)
Filed 2026-10-14
Leuthold Group, LLC
INCREASED
Shares1,505 from 1,455
Change+50 (+3%)
Value$238.9K (+$10.6K)
Filed 2026-11-04
William Mack & Associates, Inc.
DECREASED
Shares1,500 from 1,894
Change-394 (-21%)
Value$238.1K (-$59.2K)
Filed 2026-10-27
Mill Capital Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$238.1K (+$2.7K)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$234.5K (+$2.7K)
Filed 2026-10-15
Visionary Wealth Advisors
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$233.0K (+$2.6K)
Filed 2026-11-04
Total Investment Management Inc
UNCHANGED
Shares1,466 from 1,466
Change0 (0%)
Value$232.7K (+$3.4K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$230.2K (+$2.6K)
Filed 2026-10-14
Hengehold Capital Management LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$230.2K (+$2.6K)
Filed 2026-10-16
Woodward Financial Advisors, Inc.
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$220.8K (+$2.5K)
Filed 2026-10-19
Apollon Financial, LLC
DECREASED
Shares1,373 from 1,376
Change-3 (0%)
Value$218.0K (+$2.0K)
Filed 2026-10-23
Aureum Wealth Management, LLC
INCREASED
Shares1,370 from 1,350
Change+20 (+1%)
Value$217.5K (+$5.6K)
Filed 2026-10-15
Mindset Wealth Management, LLC
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$215.8K (+$2.4K)
Filed 2026-10-19
PDS Planning, Inc
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$213.0K (+$2.4K)
Filed 2026-11-03
Columbia Bank
NEW
Shares1,337
Change+1,337
Value$212.3K
Filed 2026-10-29
Defined Wealth Management, LLC
DECREASED
Shares1,311 from 1,448
Change-137 (-9%)
Value$208.1K (-$19.2K)
Filed 2026-10-19
Abundance Wealth Counselors
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$206.4K (+$2.3K)
Filed 2026-10-26
PFG Advisors
NEW
Shares1,262
Change+1,262
Value$200.3K
Filed 2026-10-16
Elyxium Wealth, LLC
NEW
Shares1,250
Change+1,250
Value$198.5K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$186.1K (+$2.1K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$180.1K (+$2.8K)
Filed 2026-10-16
Bochk Asset Management Ltd
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$169.9K (+$1.9K)
Filed 2026-10-29
Valley National Advisers Inc
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$165.8K (+$1.9K)
Filed 2026-10-23
Birchbrook, Inc.
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$155.9K (+$1.8K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
NEW
Shares925
Change+925
Value$146.9K
Filed 2026-11-05
Princeton Global Asset Management LLC
DECREASED
Shares822 from 1,556
Change-734 (-47%)
Value$130.5K (-$113.7K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$124.8K (+$1.4K)
Filed 2026-10-05
Entrust Financial LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$119.2K (+$1.3K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$119.1K (+$1.3K)
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares705
Change+705
Value$111.9K
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$111.6K (+$1.3K)
Filed 2026-10-30
MTM Investment Management, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$107.2K (+$1.2K)
Filed 2026-10-30
Granite FO LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$102.9K (+$1.2K)
Filed 2026-10-14
TD Private Client Wealth LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$100.5K (+$1.1K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$96.8K (+$1.1K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares546
Change+546
Value$86.7K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares506 from 338
Change+168 (+50%)
Value$80.4K (+$27.3K)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$79.4K (+$897)
Filed 2026-10-07
Centerpoint Advisors, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$73.0K (+$1.0K)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
NEW
Shares424
Change+424
Value$67.3K
Filed 2026-10-29
Belvedere Trading LLC
NEW
Shares408
Change+408
Value$64.8K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$60.0K (+$678)
Filed 2026-10-20
Financial Consulate, Inc
INCREASED
Shares376 from 14
Change+362 (+2586%)
Value$59.7K (+$57.5K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares348
Change+348
Value$55.3K
Filed 2026-10-21
Pacifica Partners Inc.
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$53.8K (+$878)
Filed 2026-10-09
Vima LLC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$53.3K (+$603)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
DECREASED
Shares328 from 372
Change-44 (-12%)
Value$52.1K (-$6.3K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares310 from 235
Change+75 (+32%)
Value$49.3K (+$12.4K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$46.0K (+$521)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
NEW
Shares245
Change+245
Value$39.2K
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED
Shares244 from 243
Change+1 (+0%)
Value$38.7K (+$595)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares236 from 214
Change+22 (+10%)
Value$37.4K (+$3.9K)
Filed 2026-10-19
Breakwater Investment Management
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$36.8K (+$416)
Filed 2026-10-20
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$36.4K (+$412)
Filed 2026-10-19
Cullen T Bankers, Inc.
NEW
Shares226
Change+226
Value$35.9K
Filed 2026-10-28
Westside Investment Management, Inc.
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$32.5K (+$368)
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares196 from 284
Change-88 (-31%)
Value$31.1K (-$13.5K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$27.1K (+$307)
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$27.0K (+$305)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$27 (+$1)
Filed 2026-10-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$25.4K (+$286)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares155 from 151
Change+4 (+3%)
Value$24.6K (+$907)
Filed 2026-10-08
Accordant Advisory Group Inc
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$24.3K (+$275)
Filed 2026-10-29
Richards, Merrill & Peterson, Inc.
NEW
Shares125
Change+125
Value$19.8K
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares115
Change+115
Value$18.3K
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$17.7K (+$185)
Filed 2026-10-23
West Paces Advisors Inc.
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$17.7K (+$199)
Filed 2026-10-13
Acima Private Wealth, LLC
INCREASED
Shares107 from 105
Change+2 (+2%)
Value$17.0K (+$506)
Filed 2026-10-05
SJS Investment Consulting Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$15.1K (+$170)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$12.1K (+$136)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$11.9K (+$135)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$10.8K (+$123)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$9.2K (+$104)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares56
Change+56
Value$8.9K
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$7.8K (+$89)
Filed 2026-10-28
Noble Wealth Management PBC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.4K (+$72)
Filed 2026-10-01
Morton Brown Family Wealth, LLC
INCREASED
Shares23 from 4
Change+19 (+475%)
Value$3.7K (+$3.0K)
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.5K (+$39)
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.7K (+$31)
Filed 2026-11-03
Phillip James Consulting Co.
NEW
Shares8
Change+8
Value$1.3K
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.3K (+$14)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$953 (+$11)
Filed 2026-11-02
Evermay Wealth Management LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$953 (+$11)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
NEW
Shares1
Change+1
Value$159
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares1 from 803
Change-802 (-100%)
Value$197 (-$125.9K)
Filed 2026-11-05
Aventus Investment Advisors, Inc.
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$159 (-$312)
Filed 2026-10-09
Asset Dedication, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$172 (+$2)
Filed 2026-11-03
Mass General Brigham, Inc
CLOSED
Shares0 from 1,259,657
Change-1,259,657 (-100%)
Value$0 (-$197.7M)
Filed 2026-11-03
Two Creeks Capital Management, LP
CLOSED
Shares0 from 583,355
Change-583,355 (-100%)
Value$0 (-$91.6M)
Filed 2026-10-08
Horizon Wealth Management, LLC
CLOSED
Shares0 from 273,345
Change-273,345 (-100%)
Value$0 (-$42.9M)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
CLOSED
Shares0 from 37,882
Change-37,882 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-16
Sellwood Investment Partners LLC
CLOSED
Shares0 from 19,160
Change-19,160 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,805
Change-5,805 (-100%)
Value$0 (-$908.3K)
Filed 2026-10-16
Altman Advisors, Inc.
CLOSED
Shares0 from 5,056
Change-5,056 (-100%)
Value$0 (-$793.6K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 2,810
Change-2,810 (-100%)
Value$0 (-$441.1K)
Filed 2026-10-21
Fulton Bank, N.A.
CLOSED
Shares0 from 2,686
Change-2,686 (-100%)
Value$0 (-$421.6K)
Filed 2026-10-14
Saxon Interests, Inc.
CLOSED
Shares0 from 2,485
Change-2,485 (-100%)
Value$0 (-$390.1K)
Filed 2026-10-26
John W. Brooker & Co., CPAs
CLOSED
Shares0 from 1,544
Change-1,544 (-100%)
Value$0 (-$242.3K)
Filed 2026-10-21
Xponance LLC
CLOSED
Shares0 from 1,435
Change-1,435 (-100%)
Value$0 (-$225.3K)
Filed 2026-11-03
Brookstone Capital Management
CLOSED
Shares0 from 1,384
Change-1,384 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-22
Solstein Capital, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$172.7K)
Filed 2026-11-02
Bokf, NA
CLOSED
Shares0 from 767
Change-767 (-100%)
Value$0 (-$120.4K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$28.1K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$8.7K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-09
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 11,192,473
Change-11,192,473 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,945,603
Change-4,945,603 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,231,651
Change-2,231,651 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,046,529
Change-2,046,529 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,908,952
Change-1,908,952 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,596,244
Change-1,596,244 (-100%)
Value—
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
N/A
Shares— from 1,590,032
Change-1,590,032 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,580,926
Change-1,580,926 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,512,202
Change-1,512,202 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,387,365
Change-1,387,365 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,383,598
Change-1,383,598 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,365,357
Change-1,365,357 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 1,356,798
Change-1,356,798 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 1,322,121
Change-1,322,121 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,178,489
Change-1,178,489 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,146,645
Change-1,146,645 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,127,700
Change-1,127,700 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,089,050
Change-1,089,050 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,049,707
Change-1,049,707 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 1,038,012
Change-1,038,012 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 1,010,593
Change-1,010,593 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 958,002
Change-958,002 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 896,500
Change-896,500 (-100%)
Value—
HF Capital, LLC
N/A
Shares— from 868,367
Change-868,367 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 839,961
Change-839,961 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 806,928
Change-806,928 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 798,281
Change-798,281 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 795,286
Change-795,286 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 791,591
Change-791,591 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 733,357
Change-733,357 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 709,499
Change-709,499 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 672,938
Change-672,938 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 658,288
Change-658,288 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 654,673
Change-654,673 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 626,460
Change-626,460 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 567,655
Change-567,655 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 542,352
Change-542,352 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 531,034
Change-531,034 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 525,899
Change-525,899 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 516,463
Change-516,463 (-100%)
Value—
Allianz SE
N/A
Shares— from 515,415
Change-515,415 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 508,414
Change-508,414 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 505,073
Change-505,073 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 495,698
Change-495,698 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 484,549
Change-484,549 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 463,373
Change-463,373 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 458,174
Change-458,174 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 438,825
Change-438,825 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 431,900
Change-431,900 (-100%)
Value—
Capital International Investors
N/A
Shares— from 427,267
Change-427,267 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 426,988
Change-426,988 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 409,574
Change-409,574 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 401,408
Change-401,408 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 395,481
Change-395,481 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 385,076
Change-385,076 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 384,843
Change-384,843 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 348,931
Change-348,931 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 348,390
Change-348,390 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 344,784
Change-344,784 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 335,317
Change-335,317 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 331,161
Change-331,161 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 328,087
Change-328,087 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 296,238
Change-296,238 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 293,679
Change-293,679 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 276,605
Change-276,605 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 276,375
Change-276,375 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 253,157
Change-253,157 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 247,122
Change-247,122 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 246,089
Change-246,089 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 241,678
Change-241,678 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 233,539
Change-233,539 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 222,800
Change-222,800 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 222,227
Change-222,227 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 211,200
Change-211,200 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 203,486
Change-203,486 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 199,733
Change-199,733 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 195,063
Change-195,063 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 188,000
Change-188,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 182,797
Change-182,797 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 181,055
Change-181,055 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 178,713
Change-178,713 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 168,965
Change-168,965 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 164,241
Change-164,241 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 162,129
Change-162,129 (-100%)
Value—
Hackensack Meridian Health, Inc.
N/A
Shares— from 148,000
Change-148,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 138,615
Change-138,615 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 121,303
Change-121,303 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 120,540
Change-120,540 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 120,150
Change-120,150 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 114,622
Change-114,622 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 114,486
Change-114,486 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 113,866
Change-113,866 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 112,271
Change-112,271 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 109,420
Change-109,420 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 108,843
Change-108,843 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 104,361
Change-104,361 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 96,241
Change-96,241 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 94,622
Change-94,622 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 92,915
Change-92,915 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 92,604
Change-92,604 (-100%)
Value—
Centennial Bank
N/A
Shares— from 89,315
Change-89,315 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 87,728
Change-87,728 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 85,891
Change-85,891 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 84,542
Change-84,542 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 83,902
Change-83,902 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 83,702
Change-83,702 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 83,076
Change-83,076 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 82,074
Change-82,074 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 79,893
Change-79,893 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 73,481
Change-73,481 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 71,188
Change-71,188 (-100%)
Value—
FMR LLC
N/A
Shares— from 69,100
Change-69,100 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 68,537
Change-68,537 (-100%)
Value—
EFG International AG
N/A
Shares— from 67,848
Change-67,848 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 66,354
Change-66,354 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 65,879
Change-65,879 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 63,328
Change-63,328 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 62,954
Change-62,954 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 62,080
Change-62,080 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 61,715
Change-61,715 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 60,154
Change-60,154 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 59,653
Change-59,653 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 58,306
Change-58,306 (-100%)
Value—
Altrafin AG
N/A
Shares— from 57,500
Change-57,500 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 56,256
Change-56,256 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 54,862
Change-54,862 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 51,937
Change-51,937 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 50,082
Change-50,082 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 49,150
Change-49,150 (-100%)
Value—
Capital World Investors
N/A
Shares— from 47,491
Change-47,491 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 46,527
Change-46,527 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 46,033
Change-46,033 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 44,314
Change-44,314 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 43,972
Change-43,972 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 43,700
Change-43,700 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 43,621
Change-43,621 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 42,807
Change-42,807 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 41,954
Change-41,954 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 41,923
Change-41,923 (-100%)
Value—
OV Management LLC
N/A
Shares— from 41,611
Change-41,611 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 41,074
Change-41,074 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 40,588
Change-40,588 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 39,463
Change-39,463 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 39,425
Change-39,425 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 39,265
Change-39,265 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 38,812
Change-38,812 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 37,715
Change-37,715 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 37,310
Change-37,310 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 36,858
Change-36,858 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 36,380
Change-36,380 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 35,423
Change-35,423 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 35,154
Change-35,154 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,922
Change-32,922 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 32,773
Change-32,773 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 32,677
Change-32,677 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 32,261
Change-32,261 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 32,232
Change-32,232 (-100%)
Value—
Barclays PLC
N/A
Shares— from 32,183
Change-32,183 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 32,029
Change-32,029 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 30,930
Change-30,930 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 30,431
Change-30,431 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 30,335
Change-30,335 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 30,329
Change-30,329 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 29,459
Change-29,459 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,780
Change-28,780 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 28,178
Change-28,178 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 27,165
Change-27,165 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,120
Change-27,120 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,811
Change-26,811 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 26,144
Change-26,144 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 25,719
Change-25,719 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,501
Change-25,501 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 25,383
Change-25,383 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 25,060
Change-25,060 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,671
Change-24,671 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 24,596
Change-24,596 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 24,548
Change-24,548 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 23,934
Change-23,934 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23,759
Change-23,759 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 23,547
Change-23,547 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 23,464
Change-23,464 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 23,047
Change-23,047 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 22,596
Change-22,596 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 22,485
Change-22,485 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 22,287
Change-22,287 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,029
Change-22,029 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 18,424
Change-18,424 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
Blair William & Co
N/A
Shares— from 18,189
Change-18,189 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 18,153
Change-18,153 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 18,122
Change-18,122 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 17,970
Change-17,970 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 17,555
Change-17,555 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,162
Change-17,162 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 17,048
Change-17,048 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,042
Change-17,042 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 16,807
Change-16,807 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 16,529
Change-16,529 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,329
Change-16,329 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 16,296
Change-16,296 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 15,568
Change-15,568 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 14,674
Change-14,674 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,296
Change-14,296 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,654
Change-13,654 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 13,512
Change-13,512 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,057
Change-13,057 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 13,052
Change-13,052 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 13,031
Change-13,031 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 12,477
Change-12,477 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 12,457
Change-12,457 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 12,422
Change-12,422 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 12,285
Change-12,285 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,563
Change-11,563 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 10,556
Change-10,556 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,379
Change-10,379 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,094
Change-10,094 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,608
Change-9,608 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 9,501
Change-9,501 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 9,445
Change-9,445 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 9,101
Change-9,101 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,671
Change-8,671 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 7,541
Change-7,541 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
&partners
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,895
Change-6,895 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 6,847
Change-6,847 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
American Trust
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Emory University
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 876
Change-876 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 755
Change-755 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 675
Change-675 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 553
Change-553 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
CNB Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
10Elms LLP
N/A
Shares— from 432
Change-432 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 325
Change-325 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 169
Change-169 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 169
Change-169 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 104
Change-104 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 76
Change-76 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 60
Change-60 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,968,0072,110,162-142,155-7%$331.6M$312.4K-$331.3M2026-11-02
Sageworth Trust Co
INCREASED1,941,2071,726,067+215,140+12%$270.9M$308.2M+$37.3M2026-10-30
P/E Global LLC
INCREASED1,700,7031,391,035+309,668+22%$218.4M$270.0M+$51.7M2026-10-29
Fulcrum Asset Management LLP
NEW820,672—+820,672——$130.9M—2026-11-04
Mirae Asset Global Investments Co., Ltd.
DECREASED602,699653,715-51,016-8%$102.6M$95.7M-$6.9M2026-11-03
Verger Capital Management LLC
DECREASED559,163561,194-2,0310%$88.1M$88.8M+$685.0K2026-10-22
Citigroup Inc
INCREASED520,728271,674+249,054+92%$42.6M$82.7M+$40.0M2026-11-04
Assetmark, Inc
DECREASED428,951432,682-3,731-1%$67.9M$68.1M+$184.3K2026-10-21
Three Bridge Wealth Advisors, LLC
INCREASED416,066407,963+8,103+2%$64.0M$66.1M+$2.0M2026-11-05
Blue Trust, Inc.
DECREASED412,184421,761-9,577-2%$66.2M$65.4M-$763.3K2026-10-15
Bank of New York Mellon Corp
DECREASED317,012339,503-22,491-7%$53.3M$50.3M-$3.0M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED288,288277,961+10,327+4%$43.8M$46.1M+$2.2M2026-10-13
Beacon Investment Advisory Services, Inc.
INCREASED281,269257,110+24,159+9%$40.4M$44.7M+$4.3M2026-10-13
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED270,635270,63500%$42.5M$43.0M+$485.8K2026-10-15
Truist Financial Corp
INCREASED263,850257,143+6,707+3%$40.4M$41.9M+$1.5M2026-10-30
Lido Advisors, LLC
INCREASED229,962217,934+12,028+6%$34.2M$36.5M+$2.3M2026-11-04
GFS Advisors, LLC
INCREASED205,333191,148+14,185+7%$26.6K$32.6M+$32.6M2026-11-03
Waldron Private Wealth LLC
DECREASED199,203199,242-390%$31.3M$31.6M+$351.4K2026-11-02
Privium Fund Management (UK) Ltd
INCREASED194,300193,570+730+0%$30.2M$31.0M+$821.0K2026-10-30
Sentinel Trust Co LBA
DECREASED182,857195,752-12,895-7%$30.7K$29.0M+$29.0M2026-11-03
Allen Investment Management, LLC
DECREASED177,422183,243-5,821-3%$28.8M$28.2M-$595.3K2026-11-03
BIP Wealth, LLC
INCREASED165,508148,329+17,179+12%$23.3M$26.3M+$3.0M2026-10-22
Jefferies Financial Group Inc.
DECREASED165,000168,819-3,819-2%$26.5M$26.2M-$303.3K2026-11-05
Ayalon Insurance Comp Ltd.
DECREASED162,301217,648-55,347-25%$34.2K$25.8K-$8.4K2026-10-08
Sepio Capital, LP
DECREASED156,434156,594-1600%$24.6M$24.8M+$255.7K2026-10-22
Meitav Investment House LTD
DECREASED153,492163,021-9,529-6%$25.6M$24.4M-$1.2M2026-10-28
Union Bancaire Privee, UBP SA
INCREASED136,211132,531+3,680+3%$21.2M$22.6M+$1.4M2026-11-04
Topor & Co. Korea
DECREASED129,170129,879-709-1%$20.4M$20.5M+$120.6K2026-10-22
Cooper Investors PTY LTD
INCREASED128,92066,345+62,575+94%$10.4M$20.5M+$10.1M2026-10-13
Bricktown Capital, LLC
DECREASED123,868162,068-38,200-24%$25.4M$19.7M-$5.8M2026-10-13
Gryphon Financial Partners LLC
INCREASED123,081122,690+391+0%$19.3M$19.5M+$282.3K2026-11-04
Portus Wealth Advisors, LLC
DECREASED119,307119,979-672-1%$18.8M$18.9M+$108.6K2026-10-13
Ashford Advisors, LLC
DECREASED116,129120,933-4,804-4%$19.0M$18.4M-$545.6K2026-11-02
Avestar Capital, LLC
DECREASED105,672190,128-84,456-44%$29.8M$16.8M-$13.1M2026-10-28
Plan Group Financial, LLC
INCREASED102,407102,342+65+0%$16.1M$16.3M+$194.5K2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED98,01378,864+19,149+24%$12.4M$15.6M+$3.2M2026-10-20
Equitable Trust Co
DECREASED95,964149,233-53,269-36%$23.4M$15.2M-$8.2M2026-10-13
StoneX Group Inc.
NEW90,830—+90,830——$14.4M—2026-11-03
North Berkeley Wealth Management, LLC
INCREASED86,65686,342+314+0%$13.6M$13.8M+$204.8K2026-11-02
HB Wealth Management, LLC
INCREASED85,93585,456+479+1%$13.4M$13.6M+$229.4K2026-10-23
NYL Investors LLC
INCREASED84,49984,156+343+0%$13.2M$13.4M+$205.5K2026-11-03
DT Investment Partners, LLC
INCREASED82,18381,723+460+1%$12.8M$13.0M+$219.7K2026-10-27
Fifth Third Bancorp
DECREASED81,48189,993-8,512-9%$14.1M$12.9M-$1.2M2026-11-05
Unique Wealth, LLC
INCREASED79,13878,139+999+1%$12.3M$12.6M+$298.9K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED76,14373,489+2,654+4%$11.5M$12.1K-$11.5M2026-11-02
Commonwealth Equity Services, LLC
DECREASED71,54086,229-14,689-17%$13.5M$11.4M-$2.2M2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED70,40667,564+2,842+4%$10.6M$11.2M+$572.5K2026-10-22
Able Wealth Management LLC
INCREASED66,93866,065+873+1%$10.4M$10.8M+$414.1K2026-10-13
Y.D. More Investments Ltd
INCREASED60,95953,768+7,191+13%$8.4M$9.7M+$1.2M2026-11-02
MGO One Seven LLC
DECREASED59,69462,722-3,028-5%$9.8M$9.5M-$368.2K2026-10-28
Financial Enhancement Group LLC
INCREASED59,13259,113+19+0%$9.3M$9.5M+$224.1K2026-10-08
Parallel Advisors, LLC
DECREASED58,11059,136-1,026-2%$9.3M$9.2M-$56.9K2026-11-03
Mullaney, Keating & Wright, Inc.
DECREASED57,77461,659-3,885-6%$9.7M$9.2M-$506.1K2026-10-19
SBI Securities Co., Ltd.
INCREASED56,61956,500+119+0%$8.9M$9.0M+$120.3K2026-10-22
Amplius Wealth Advisors, LLC
DECREASED56,55185,773-29,222-34%$13.5M$9.0M-$4.5M2026-10-20
Cahaba Wealth Management, Inc.
DECREASED54,62855,328-700-1%$8.7M$8.7M-$11.8K2026-10-26
WestEnd Advisors, LLC
INCREASED52,1259,745+42,380+435%$1.5M$8.3M+$6.7M2026-10-27
Creative Planning
DECREASED52,03360,315-8,282-14%$9.5M$8.3M-$1.2M2026-11-02
Pinnacle Associates LTD
INCREASED48,23942,781+5,458+13%$6.7M$7.7M+$943.3K2026-10-20
Sageworth Trust Co of South Dakota
INCREASED48,20231,062+17,140+55%$4.9M$7.7M+$2.8M2026-10-30
Sava Infond d.o.o.
UNCHANGED47,45047,45000%$7.4M$7.5M+$85.2K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED47,06341,605+5,458+13%$6.5M$7.5M+$941.2K2026-10-23
LexAurum Advisors, LLC
DECREASED46,20547,106-901-2%$7.4M$7.3M-$58.5K2026-10-19
Frank, Rimerman Advisors LLC
UNCHANGED44,05344,05300%$6.9M$7.0M+$79.1K2026-10-16
Verum Partners LLC
DECREASED43,64845,092-1,444-3%$7.1M$6.9M-$148.3K2026-10-21
Peak Financial Management, Inc.
INCREASED42,52942,275+254+1%$6.6M$6.8M+$116.2K2026-10-16
Atria Investments, Inc
DECREASED42,43148,858-6,427-13%$7.7M$6.7M-$932.8K2026-10-15
Lee Financial Co
DECREASED41,22041,299-790%$6.5M$6.5M+$61.5K2026-10-16
Atwater Malick LLC
DECREASED39,57539,737-1620%$6.2M$6.3M+$45.6K2026-10-15
Keybank National Association
UNCHANGED37,90037,90000%$5.9M$6.0M+$68.0K2026-11-04
Procyon Advisors, LLC
DECREASED36,69236,887-195-1%$5.8M$5.8M+$35.3K2026-10-21
AlphaCore Capital LLC
UNCHANGED36,38036,38000%$5.7M$5.8M+$65.3K2026-11-04
Advisor OS, LLC
INCREASED36,00435,992+12+0%$5.6M$5.7M+$66.4K2026-11-03
Financial Council, LLC
DECREASED34,47534,691-216-1%$5.4M$5.5M+$28.0K2026-11-02
SteelPeak Wealth, LLC
INCREASED33,21228,716+4,496+16%$4.5M$5.3M+$765.4K2026-10-16
Intergy Private Wealth, LLC
UNCHANGED32,91032,91000%$5.2M$5.2M+$59.1K2026-10-16
Well Done, LLC
DECREASED29,51930,898-1,379-4%$4.9M$4.7M-$163.5K2026-10-20
USAdvisors Wealth Management, LLC
DECREASED29,05729,763-706-2%$4.7M$4.6K-$4.7M2026-10-21
Madrona Financial Services, LLC
DECREASED28,67632,217-3,541-11%$5.1M$4.6M-$504.4K2026-10-23
Golden State Wealth Management, LLC
DECREASED28,27328,399-1260%$4.5M$4.5M+$31.0K2026-11-02
Signaturefd, LLC
UNCHANGED26,71826,71800%$4.2M$4.2M+$48.0K2026-10-23
Trilogy Capital Inc.
INCREASED26,63225,974+658+3%$4.1M$4.2M+$151.1K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED25,68125,751-700%$4.0M$4.1M+$35.1K2026-10-05
Quadrant Capital Group LLC
DECREASED25,39226,624-1,232-5%$4.2M$4.1M-$99.0K2026-10-20
CKW Financial Group
INCREASED25,33125,302+29+0%$4.0M$4.0K-$3.9M2026-10-29
Catalyst Private Wealth, LLC
UNCHANGED24,91224,91200%$3.9M$4.0M+$44.7K2026-10-13
Vontobel Holding Ltd.
INCREASED24,48118,825+5,656+30%$3.0M$3.9M+$931.8K2026-10-16
St. Louis Trust Co
UNCHANGED24,06824,06800%$853.8K$3.8M+$3.0M2026-11-03
RDA Financial Network
DECREASED22,58623,219-633-3%$3.6M$3.6M-$58.9K2026-10-15
Brighton Jones LLC
DECREASED22,24122,362-121-1%$3.5M$3.5M+$20.9K2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED22,16630,420-8,254-27%$4.8M$3.5M-$1.3M2026-10-19
Aries Wealth Management
DECREASED22,10522,305-200-1%$3.5M$3.5M+$8.3K2026-10-23
Prospera Financial Services Inc
INCREASED22,01619,262+2,754+14%$3.0M$3.4M+$411.8K2026-11-04
Independent Wealth Network Inc.
DECREASED21,85122,638-787-3%$3.6M$3.5M-$84.5K2026-10-19
PFW Advisors LLC
DECREASED21,22322,652-1,429-6%$3.6M$3.4M-$186.1K2026-10-07
Selby Wealth Management, LLC
DECREASED19,37019,510-140-1%$3.1M$3.1M+$12.8K2026-10-16
Barings LLC
DECREASED19,23024,240-5,010-21%$3.8M$3.1M-$751.8K2026-10-22
Klaas Financial Asset Advisors, LLC
DECREASED18,53920,395-1,856-9%$3.2M$2.9M-$258.1K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED18,17117,878+293+2%$2.8M$2.9M+$78.6K2026-10-08
Veltria Advisors Corp.
INCREASED17,80117,421+380+2%$2.7M$2.8M+$91.6K2026-11-05
Quattro Financial Advisors LLC
NEW17,800—+17,800——$2.8M—2026-10-15
Provenance Wealth Advisors, LLC
INCREASED17,2294,740+12,489+263%$744.0K$2.7M+$2.0M2026-10-30
Fund Evaluation Group, LLC
DECREASED16,81716,987-170-1%$2.7M$2.7M+$3.5K2026-11-05
Aspiriant, LLC
DECREASED16,77317,243-470-3%$2.7M$2.7M-$43.7K2026-10-16
Sapient Capital LLC
UNCHANGED16,70416,70400%$2.6M$2.7M+$30.0K2026-10-08
Strategic Family Wealth Counselors, L.L.C.
DECREASED16,20716,215-80%$2.5M$2.6M+$27.8K2026-10-29
G&S Capital LLC
INCREASED15,96615,796+170+1%$2.5M$2.5M+$55.3K2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED15,71319,088-3,375-18%$3.0M$2.5M-$501.5K2026-10-16
Midwest Heritage Bank, FSB
UNCHANGED15,48615,48600%$2.4M$2.5M+$27.8K2026-10-26
West Bancorporation Inc
DECREASED15,38617,531-2,145-12%$2.8M$2.4M-$309.1K2026-10-29
Roth Financial Partners LLC
DECREASED15,31715,517-200-1%$2.4M$2.4M-$3.9K2026-10-06
OAK Family Advisors, LLC
DECREASED14,95316,300-1,347-8%$2.6M$2.4M-$184.6K2026-10-19
Strategic Blueprint, LLC
DECREASED14,79014,792-20%$2.3M$2.3M+$26.2K2026-10-22
Thrivent Financial for Lutherans
INCREASED14,36813,876+492+4%$2.2M$2.3M+$103.0K2026-11-05
Pictet North America Advisors SA
UNCHANGED14,30514,30500%$2.2M$2.3M+$25.7K2026-10-21
Greystone Financial Group, LLC
DECREASED13,65413,996-342-2%$2.2M$2.2M-$29.3K2026-10-26
First Citizens Bank & Trust Co
DECREASED13,63614,087-451-3%$2.2M$2.2M-$46.3K2026-10-14
GC Wealth Management RIA, LLC
INCREASED13,5408,248+5,292+64%$1.3M$2.1M+$855.1K2026-11-02
Valeo Financial Advisors, LLC
INCREASED13,51512,849+666+5%$2.0M$2.1M+$128.8K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED13,49513,717-222-2%$2.2M$2.1M-$10.6K2026-10-27
Angeles Investment Advisors, LLC
DECREASED13,46113,536-75-1%$2.1M$2.1M+$12.4K2026-10-22
Angeles Wealth Management, LLC
UNCHANGED13,31113,31100%$371.8K$363.7K-$8.2K2026-10-26
RiverTree Advisors, LLC
INCREASED13,13913,045+94+1%$2.0M$2.1M+$38.3K2026-10-13
Lynx Investment Advisory
UNCHANGED12,98312,98300%$2.0M$2.1M+$23.3K2026-10-27
Old National Bancorp
DECREASED12,60412,794-190-1%$2.0M$2.0M-$7.2K2026-10-20
AMG National Trust Bank
UNCHANGED12,54312,54300%$2.0M$2.0M+$22.5K2026-11-05
J. Derek Lewis & Associates Inc.
INCREASED12,52411,938+586+5%$1.9M$2.0M+$114.5K2026-11-03
Diversify Wealth Management, LLC
NEW12,467—+12,467——$2.0M—2026-10-20
Diversify Advisory Services, LLC
NEW12,467—+12,467——$2.0M—2026-10-20
Lifelong Wealth Advisors, Inc.
UNCHANGED12,33212,33200%$1.9M$2.0M+$22.1K2026-10-19
Maseco LLP
UNCHANGED12,33012,33000%$1.9M$2.0M+$23.3K2026-10-27
Arlington Trust Co LLC
UNCHANGED12,25012,25000%$1.9M$1.9M+$22.0K2026-10-20
Elmwood Wealth Management, Inc.
INCREASED11,90510,751+1,154+11%$1.7M$1.9M+$202.5K2026-10-14
KCM Investment Advisors LLC
UNCHANGED11,89511,89500%$1.9M$1.9M+$21.4K2026-10-27
SYM Financial Corp
DECREASED11,88812,384-496-4%$1.9M$1.9M-$56.5K2026-10-26
Choreo, LLC
DECREASED11,83613,075-1,239-9%$2.1M$1.9M-$173.2K2026-10-28
Great Waters Wealth Management
DECREASED11,56311,623-60-1%$1.8M$1.8M+$11.4K2026-10-07
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED11,54511,54500%$1.8M$1.8M$02026-10-15
Imc-Chicago, LLC
INCREASED11,1084,743+6,365+134%$744.5K$1.8M+$1.0M2026-11-05
Bucket List Wealth Management, LLC
DECREASED10,72110,726-50%$1.7M$1.7M+$18.5K2026-10-22
Cherrydale Wealth Management, LLC
UNCHANGED10,71710,71700%$1.7M$1.7M+$19.2K2026-10-20
Sharkey, Howes & Javer
DECREASED10,66912,407-1,738-14%$1.9M$1.7M-$253.7K2026-10-22
Mirabaud & Cie SA
UNCHANGED10,47010,47000%$1.6M$1.7M+$19.6K2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED10,12310,863-740-7%$1.7M$1.6M-$98.1K2026-10-20
Mesirow Financial Investment Management, Inc.
UNCHANGED10,04310,04300%$1.6M$1.6M+$18.0K2026-11-05
McHugh Group, LLC
UNCHANGED10,00010,00000%$1.6M$1.6M+$18.0K2026-10-19
Integrity Wealth Partners, LLC
NEW9,846—+9,846——$1.6M—2026-10-14
Stonehaven Wealth & TAX Solutions, LLC
DECREASED9,80112,609-2,808-22%$2.0M$1.6M-$423.2K2026-10-22
Montecito Bank & Trust
UNCHANGED9,5679,56700%$1.5M$1.5M+$17.2K2026-10-01
Kestra Advisory Services, LLC
INCREASED9,5488,740+808+9%$1.4M$1.5M+$143.9K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED9,3018,338+963+12%$1.3M$1.5M+$167.9K2026-10-13
Ferguson Wellman Capital Management, Inc
UNCHANGED8,9358,93500%$1.4M$1.4M+$16.0K2026-10-05
Simon Quick Advisors, LLC
DECREASED8,8828,892-100%$1.4M$1.4M+$14.4K2026-10-26
NavPoint Financial, Inc.
UNCHANGED8,8508,85000%$1.4M$1.4M+$15.9K2026-10-21
Northside Capital Management, LLC
UNCHANGED8,7758,77500%$1.4M$1.4M+$15.8K2026-10-13
Saxony Capital Management, LLC
DECREASED8,7468,754-80%$1.4M$1.4M+$14.4K2026-10-15
Keystone Global Partners, LLC
NEW8,704—+8,704——$1.4M—2026-10-13
Annex Advisory Services, LLC
NEW8,338—+8,338——$1.3M—2026-10-16
Apollon Wealth Management, LLC
INCREASED8,1917,823+368+5%$1.2M$1.3M+$72.5K2026-10-23
Apella Capital, LLC
INCREASED8,0941,479+6,615+447%$231.4K$1.3M+$1.1M2026-10-08
Foster Victor Wealth Advisors, LLC
NEW8,028—+8,028——$1.3M—2026-10-21
Patten Group, Inc.
INCREASED7,8237,391+432+6%$1.2M$1.2M+$81.9K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED7,8207,82000%$1.2M$1.2M+$14.0K2026-11-02
Avior Wealth Management, LLC
UNCHANGED7,7547,75400%$1.2M$1.2M+$13.9K2026-10-13
NTV Asset Management LLC
DECREASED7,7497,751-20%$1.2M$1.2M+$13.8K2026-10-23
Sigma Planning Corp
DECREASED7,7278,623-896-10%$1.4M$1.2M-$126.8K2026-10-23
Pathway Financial Advisors LLC
DECREASED7,556241,105-233,549-97%$37.6M$1.2M-$36.4M2026-10-07
Citizens Financial Group Inc
DECREASED7,3238,222-899-11%$1.3M$1.2M-$128.0K2026-10-23
Fifth Third Wealth Advisors LLC
UNCHANGED7,3007,30000%$1.1M$1.2M+$13.1K2026-10-22
Activest Wealth Management
DECREASED7,2927,355-63-1%$1.2M$1.2M+$3.3K2026-10-15
Cassia Capital Partners, LLC
INCREASED7,2186,902+316+5%$1.1M$1.1M+$62.6K2026-11-04
KBC Group NV
DECREASED7,1357,602-467-6%$1.2M$1.1K-$1.2M2026-10-22
Columbus Macro, LLC
INCREASED7,0897,026+63+1%$1.1M$1.1M+$22.6K2026-10-14
RFG Advisory, LLC
DECREASED7,0477,076-290%$1.1M$1.1M+$8.1K2026-11-03
YHB Investment Advisors, Inc.
DECREASED6,9957,120-125-2%$1.1M$1.1M-$7.1K2026-10-08
Regions Financial Corp
DECREASED6,9307,431-501-7%$1.2M$1.1M-$66.2K2026-11-05
Sheets Smith Wealth Management
DECREASED6,7736,793-200%$1.1M$1.1M+$8.9K2026-10-16
Balboa Wealth Partners
INCREASED6,7584,796+1,962+41%$752.8K$1.1M+$320.1K2026-10-20
Trek Financial, LLC
UNCHANGED6,7586,75800%$1.1M$1.1M+$12.1K2026-10-29
BigSur Wealth Management LLC
UNCHANGED6,6006,60000%$1.0M$1.0M+$11.8K2026-10-13
Winthrop Advisory Group LLC
DECREASED6,5967,254-658-9%$1.1M$1.0M-$91.5K2026-10-22
Wealth Architects, LLC
UNCHANGED6,5676,56700%$1.0M$1.0M+$11.8K2026-11-03
Abound Wealth Management
UNCHANGED6,4906,49000%$1.0M$1.0M+$11.7K2026-10-26
Evolution Wealth Advisors, LLC
INCREASED6,3925,464+928+17%$857.7K$1.0M+$157.1K2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED6,3788,728-2,350-27%$1.4M$1.0M-$357.4K2026-10-29
Bailard, Inc.
DECREASED6,3346,414-80-1%$1.0M$1.0M-$1.0K2026-10-13
Gutierrez Wealth Advisory, LLC
UNCHANGED6,2346,23400%$978.6K$989.8K+$11.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED6,1856,141+44+1%$964.0K$982.0K+$18.0K2026-10-08
Robertson Stephens Wealth Management, LLC
INCREASED6,1546,046+108+2%$949.0K$977.1K+$28.1K2026-10-16
Apeiron RIA LLC
DECREASED6,1046,330-226-4%$993.6K$969.0K-$24.6K2026-10-08
Ballew Advisors, Inc
UNCHANGED6,0166,01600%$939.5K$963.2K+$23.7K2026-10-05
Ifrah Financial Services, Inc.
DECREASED6,0116,095-84-1%$956.7K$954.4K-$2.3K2026-10-13
US Bancorp \de\
INCREASED5,9495,871+78+1%$921.6K$944.5K+$22.9K2026-11-05
Parsons Capital Management Inc
UNCHANGED5,9205,92000%$929.3K$939.9K+$10.6K2026-10-28
Vertrix Wealth Management, LLC
DECREASED5,8235,991-168-3%$940.4K$924.5K-$15.9K2026-10-13
Ulrich Consultants & Investment Group, LLC
NEW5,800—+5,800——$920.8K—2026-10-13
Chicago Partners Investment Group LLC
UNCHANGED5,5865,58600%$862.2K$876.0K+$13.7K2026-10-27
Shum Financial Group, Inc.
INCREASED5,5265,073+453+9%$796.3K$877.3K+$81.0K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED5,4125,448-36-1%$855.2K$859.3K+$4.1K2026-11-05
Aaron Wealth Advisors LLC
UNCHANGED5,3665,36600%$842.3K$851.9K+$9.6K2026-10-13
Kings Path Partners LLC
INCREASED5,3115,085+226+4%$798.2K$843.2K+$45.0K2026-10-21
Curated Wealth Partners LLC
INCREASED5,2622,862+2,400+84%$449.3K$835.4K+$386.2K2026-10-15
Anchor Capital Advisors LLC
DECREASED5,2435,353-110-2%$840.3K$832.4K-$7.9K2026-11-05
Vann Equity Management LLC
DECREASED5,2338,651-3,418-40%$1.4M$830.9K-$527.1K2026-10-08
New Capital Management LP
INCREASED5,1734,575+598+13%$718.1K$821.2K+$103.2K2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED5,1385,13800%$806.5K$815.7K+$9.2K2026-11-05
Koshinski Asset Management, Inc.
INCREASED5,1005,054+46+1%$793.4K$809.7K+$16.3K2026-10-29
Mather Group, Llc.
DECREASED4,9435,063-120-2%$794.7K$784.8K-$10.0K2026-10-14
Capital Investment Advisory Services, LLC
DECREASED4,92310,944-6,021-55%$1.7M$781.7K-$936.3K2026-10-30
Hudson Edge Investment Partners Inc.
UNCHANGED4,9104,91000%$770.7K$779.5K+$8.8K2026-10-28
Courage Miller Partners, LLC
UNCHANGED4,7504,75000%$745.6K$754.1K+$8.5K2026-10-21
One Way Holdings LLC
DECREASED4,7124,962-250-5%$778.9K$748.1K-$30.8K2026-10-29
NBH Bank
UNCHANGED4,5944,59400%$721.1K$729.4K+$8.2K2026-11-05
Sowell Financial Services LLC
DECREASED4,5864,612-26-1%$724.0K$728.1K+$4.1K2026-10-23
Analyst IMS Investment Management Services Ltd.
INCREASED4,5684,546+22+0%$714.0K$725.0K+$11.0K2026-11-05
Capital Investment Advisors, LLC
UNCHANGED4,5434,54300%$713.0K$721.2K+$8.2K2026-10-22
Certuity, LLC
UNCHANGED4,5144,51400%$708.6K$716.7K+$8.1K2026-11-02
Nations Financial Group Inc,
UNCHANGED4,5134,51300%$708.4K$716.6K+$8.1K2026-11-05
RTD Financial Advisors, Inc.
UNCHANGED4,5004,50000%$706.4K$714.4K+$8.1K2026-10-09
Orin Green Financial, LLC
INCREASED4,4464,069+377+9%$638.7K$705.9K+$67.2K2026-10-19
Financial Insights, Inc.
INCREASED4,4003,423+977+29%$537.3K$698.6K+$161.3K2026-10-27
Syntegra Private Wealth Group, LLC
UNCHANGED4,3844,38400%$688.2K$696.0K+$7.9K2026-10-13
SAX Wealth Advisors, LLC
DECREASED4,3614,392-31-1%$607.7K$692.4K+$84.7K2026-10-13
Accurate Wealth Management, LLC
UNCHANGED4,3584,35800%$687.2K$700.3K+$13.1K2026-10-20
71 West Capital Partners
UNCHANGED4,3374,33700%$680.8K$688.6K+$7.8K2026-11-04
Johnson Financial Group, LLC
UNCHANGED4,3044,30400%$675.6K$683.3K+$7.7K2026-11-03
Regatta Capital Group, LLC
UNCHANGED4,2404,24000%$665.6K$673.2K+$7.6K2026-10-23
Magnus Financial Group LLC
UNCHANGED4,1914,19100%$657.9K$665.4K+$7.5K2026-10-21
Fairway Wealth LLC
UNCHANGED4,1544,15400%$652.1K$659.6K+$7.5K2026-10-30
Client 1ST Advisory Group, LLC
DECREASED4,1354,264-129-3%$669.3K$656.5K-$12.8K2026-10-19
Archford Capital Strategies, LLC
UNCHANGED4,0844,08400%$641.1K$648.4K+$7.3K2026-10-19
Americana Partners, LLC
INCREASED4,0263,983+43+1%$625.2K$639.2K+$14.0K2026-10-28
Investment Partners Asset Management, Inc.
DECREASED3,8664,114-248-6%$645.8K$613.8K-$32.0K2026-10-09
LVW Advisors, LLC
UNCHANGED3,8533,85300%$604.8K$611.7K+$6.9K2026-10-19
Naples Global Advisors, LLC
DECREASED3,8504,090-240-6%$642.0K$611.2K-$30.8K2026-11-05
Oppenheimer & Co Inc
INCREASED3,8163,799+17+0%$596.3K$605.8K+$9.5K2026-10-26
OpenArc Corporate Advisory, LLC
UNCHANGED3,6833,68300%$578.1K$584.7K+$6.6K2026-10-21
Financial Solutions Advisory Group, Inc.
UNCHANGED3,6693,66900%$576.1K$578.7K+$2.6K2026-10-28
Altfest L J & Co Inc
UNCHANGED3,6243,62400%$568.8K$575.3K+$6.5K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED3,5503,55000%$557.2K$563.6K+$6.4K2026-10-23
Asempa Wealth Advisors
DECREASED3,5484,569-1,021-22%$717.2K$563.2K-$154.0K2026-10-07
AA Financial Advisors, LLC
UNCHANGED3,4183,41800%$536.5K$542.7K+$6.1K2026-10-19
UMB Private Wealth Management, LLC
NEW3,300—+3,300——$523.9K—2026-10-19
Highland Capital Management, LLC
UNCHANGED3,2713,27100%$513.4K$519.3K+$5.9K2026-10-26
High Probability Advisors, LLC
UNCHANGED3,2533,25300%$510.6K$516.4K+$5.8K2026-10-19
Modera Wealth Management, LLC
UNCHANGED3,1613,16100%$496.2K$501.9K+$5.7K2026-10-28
Moran Wealth Management, LLC
INCREASED3,1502,263+887+39%$355.2K$500.1K+$144.9K2026-10-22
TKG Advisors, LLC
DECREASED3,1263,206-80-2%$503.2K$496.3K-$6.9K2026-11-02
FSM Wealth Advisors, LLC
DECREASED3,1113,313-202-6%$520.0K$497.1K-$22.9K2026-10-27
First Hawaiian Bank
UNCHANGED3,0833,08300%$483.9K$489.5K+$5.5K2026-10-14
Clear Creek Financial Management, LLC
DECREASED3,04111,255-8,214-73%$1.8M$482.8K-$1.3M2026-10-28
Balentine LLC
DECREASED3,0033,380-377-11%$530.6K$476.8K-$53.8K2026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED3,0003,00000%$470.9K$476.3K+$5.4K2026-10-30
Hoxton Planning & Management, LLC
DECREASED2,9363,250-314-10%$510.1K$466.1K-$44.0K2026-10-15
Rossmore Private Capital
DECREASED2,9103,065-155-5%$481.1K$462.0K-$19.1K2026-10-27
Cidel Asset Management Inc
DECREASED2,7962,861-65-2%$449.1K$443.9K-$5.2K2026-10-29
LWM Advisors Inc
UNCHANGED2,7232,72300%$427.4K$432.3K+$4.9K2026-10-08
Garde Capital, Inc.
UNCHANGED2,7172,71700%$426.4K$431.3K+$4.9K2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED2,7102,750-40-1%$431.7K$430.3K-$1.4K2026-10-26
SmartHarvest Portfolios, LLC
UNCHANGED2,6702,67000%$419.2K$423.9K+$4.8K2026-10-26
Wedbush Securities Inc
DECREASED2,6545,111-2,457-48%$802.0K$421-$801.6K2026-10-22
Allen Capital Group, LLC
DECREASED2,5552,882-327-11%$452.4K$405.6K-$46.7K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED2,5471,715+832+49%$269.1K$404.4K+$135.2K2026-10-16
Gateway Investment Advisers LLC
DECREASED2,5472,697-150-6%$423.3K$404.4K-$19.0K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED2,5291,374+1,155+84%$215.7K$401.5K+$185.8K2026-10-21
IFP Advisors, Inc
INCREASED2,5102,297+213+9%$360.6K$398.5K+$37.9K2026-10-16
Simplex Trading, LLC
NEW2,505—+2,505——$397.7K—2026-11-04
Seven Post Investment Office LP
UNCHANGED2,4942,49400%$391.5K$396.0K+$4.5K2026-10-26
Perigon Wealth Management, LLC
DECREASED2,4883,797-1,309-34%$596.1K$395.0K-$201.0K2026-10-22
Stonebridge Financial Group, LLC
INCREASED2,4812,436+45+2%$382.4K$393.9K+$11.5K2026-10-01
Ironwood Wealth Management, Llc.
INCREASED2,464130+2,334+1795%$20.5K$391.1K+$370.7K2026-10-28
Provident Wealth Management, LLC
UNCHANGED2,4172,41700%$379.4K$383.7K+$4.3K2026-10-20
Essex Bank
UNCHANGED2,3782,37800%$373.3K$377.5K+$4.3K2026-10-16
LEE Danner & Bass Inc
UNCHANGED2,3722,37200%$372.3K$376.6K+$4.3K2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED2,3681,940+428+22%$304.5K$376.0K+$71.4K2026-11-04
Claro Advisors Inc.
UNCHANGED2,3402,34000%$367.3K$371.5K+$4.2K2026-11-02
New York Life Investment Management LLC
DECREASED2,2463,140-894-28%$492.9K$356.6K-$136.3K2026-11-04
Frederick Financial Consultants, LLC
INCREASED2,2382,106+132+6%$330.5K$355.3K+$24.7K2026-10-29
Wesbanco Bank Inc
INCREASED2,2251,703+522+31%$267.3K$353.3K+$85.9K2026-11-04
Chesley Taft & Associates LLC
UNCHANGED2,2202,22000%$348.5K$352.5K+$4.0K2026-10-13
Greenup Street Wealth Management LLC
UNCHANGED2,1602,16000%$339.1K$342.9K+$3.9K2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED2,1512,15100%$337.6K$341.5K+$3.9K2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED2,1302,13000%$334.3K$338.2K+$3.8K2026-10-15
Summit Financial Strategies, Inc.
DECREASED2,1202,267-147-6%$355.9K$336.6K-$19.3K2026-10-14
Weil Company, Inc.
UNCHANGED2,1132,11300%$331.7K$335.5K+$3.8K2026-10-14
Wedmont Private Capital
UNCHANGED2,1012,10100%$331.2K$335.7K+$4.4K2026-10-09
Nottingham Advisors, Inc.
UNCHANGED2,0962,09600%$323.8K$332.7K+$8.9K2026-10-29
Traveka Wealth, LLC
UNCHANGED2,0962,09600%$329.0K$332.8K+$3.8K2026-10-19
Inscription Capital, LLC
UNCHANGED2,0822,08200%$326.8K$330.5K+$3.7K2026-11-02
Lake Street Private Wealth, LLC
DECREASED2,0172,019-20%$317.1K$320.2K+$3.1K2026-10-22
eCIO, Inc.
NEW2,007—+2,007——$324.8K—2026-11-02
Elevatus Welath Management
UNCHANGED2,0062,00600%$314.9K$318.5K+$3.6K2026-10-19
Rakuten Securities, Inc.
DECREASED2,0022,630-628-24%$412.8K$317.8K-$95.0K2026-11-02
Gruss & Co., LLC
UNCHANGED2,0002,00000%$313.9K$317.5K+$3.6K2026-11-02
Daymark Wealth Partners, LLC
UNCHANGED1,9851,98500%$311.6K$315.1K+$3.6K2026-11-04
Global Assets Advisory, LLC
DECREASED1,9692,034-65-3%$318.1K$317.1K-$9912026-10-28
Crestwood Advisors Group, LLC
UNCHANGED1,9001,90000%$298.2K$301.7K+$3.4K2026-10-27
One Advisory Partners, LLC
DECREASED1,8823,763-1,881-50%$590.7K$298.8K-$291.9K2026-10-22
Kestra Investment Management, LLC
DECREASED1,8781,963-85-4%$308.1K$298.2K-$10.0K2026-11-04
Eagle Strategies LLC
DECREASED1,8731,880-70%$295.1K$297.4K+$2.3K2026-10-16
Alhambra Investment Management LLC
UNCHANGED1,8601,86000%$292.0K$295.3K+$3.3K2026-10-15
Landaas & Co
INCREASED1,8551,674+181+11%$262.8K$294.5K+$31.7K2026-10-29
GR Financial Group, LLC
UNCHANGED1,8481,84800%$290.2K$293.5K+$3.3K2026-10-27
KFG LLC
NEW1,835—+1,835——$291.3K—2026-11-02
Symmetry Partners, LLC
UNCHANGED1,8351,83500%$288.0K$291.3K+$3.3K2026-10-27
MV Capital Management, Inc.
UNCHANGED1,7971,79700%$282.1K$285.3K+$3.2K2026-10-29
GEN Financial Management, Inc.
UNCHANGED1,7881,78800%$280.7K$283.9K+$3.2K2026-10-13
Cordatus Wealth Management LLC
NEW1,766—+1,766——$280.4K—2026-10-19
GSG Advisors LLC
UNCHANGED1,7451,74500%$273.9K$277.0K+$3.1K2026-11-03
Palisade Asset Management, LLC
UNCHANGED1,7421,74200%$273.4K$276.6K+$3.1K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,7278,421-6,694-79%$1.3M$274.2K-$1.0M2026-10-14
Signal Advisors Wealth, LLC
DECREASED1,6781,763-85-5%$276.7K$266.4K-$10.3K2026-10-13
OFS Enterprise LLC
UNCHANGED1,6781,67800%$263.4K$266.5K+$3.0K2026-10-16
Great Point Wealth Advisors, LLC
DECREASED1,6762,704-1,028-38%$424.4K$266.1K-$158.3K2026-10-15
Bison Wealth, LLC
UNCHANGED1,6711,67100%$263.9K$268.4K+$4.4K2026-10-13
Magnolia Capital Management LTD
UNCHANGED1,6651,66500%$261$264+$32026-10-09
Dorval Corp
INCREASED1,6631,655+8+0%$259.8K$264.0K+$4.2K2026-10-29
Gibson Capital, LLC
UNCHANGED1,6451,64500%$258.2K$261.2K+$3.0K2026-10-23
Heck Capital Advisors, LLC
INCREASED1,6441,462+182+12%$229.5K$261.0K+$31.5K2026-10-14
Private Trust Co NA
DECREASED1,6342,396-762-32%$376.1K$259.4K-$116.7K2026-10-20
Rodgers & Associates, LTD
DECREASED1,6291,739-110-6%$273.0K$258.6K-$14.3K2026-10-20
CGN Advisors LLC
UNCHANGED1,6171,61700%$253.8K$256.7K+$2.9K2026-10-21
Thrive Capital Management, LLC
UNCHANGED1,6041,60400%$251.7K$254.6K+$2.9K2026-10-28
Facet Wealth, Inc.
INCREASED1,5911,446+145+10%$227.0K$252.6K+$25.6K2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED1,5631,56300%$245.4K$248.2K+$2.8K2026-10-14
MN Wealth Advisors, LLC
NEW1,551—+1,551——$246.2K—2026-10-23
Goelzer Investment Management, Inc.
UNCHANGED1,5461,54600%$242.7K$245.4K+$2.8K2026-10-16
TCP Asset Management, LLC
UNCHANGED1,5251,52500%$239.4K$244.1K+$4.8K2026-10-14
Leuthold Group, LLC
INCREASED1,5051,455+50+3%$228.4K$238.9K+$10.6K2026-11-04
William Mack & Associates, Inc.
DECREASED1,5001,894-394-21%$297.3K$238.1K-$59.2K2026-10-27
Mill Capital Management, LLC
UNCHANGED1,5001,50000%$235.5K$238.1K+$2.7K2026-10-26
Cathy Pareto & Associates, Inc
UNCHANGED1,4771,47700%$231.8K$234.5K+$2.7K2026-10-15
Visionary Wealth Advisors
UNCHANGED1,4681,46800%$230.4K$233.0K+$2.6K2026-11-04
Total Investment Management Inc
UNCHANGED1,4661,46600%$229.3K$232.7K+$3.4K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED1,4501,45000%$227.6K$230.2K+$2.6K2026-10-14
Hengehold Capital Management LLC
UNCHANGED1,4501,45000%$227.6K$230.2K+$2.6K2026-10-16
Woodward Financial Advisors, Inc.
UNCHANGED1,3901,39000%$218.3K$220.8K+$2.5K2026-10-19
Apollon Financial, LLC
DECREASED1,3731,376-30%$215.9K$218.0K+$2.0K2026-10-23
Aureum Wealth Management, LLC
INCREASED1,3701,350+20+1%$211.9K$217.5K+$5.6K2026-10-15
Mindset Wealth Management, LLC
UNCHANGED1,3591,35900%$213.3K$215.8K+$2.4K2026-10-19
PDS Planning, Inc
UNCHANGED1,3421,34200%$210.6K$213.0K+$2.4K2026-11-03
Columbia Bank
NEW1,337—+1,337——$212.3K—2026-10-29
Defined Wealth Management, LLC
DECREASED1,3111,448-137-9%$227.3K$208.1K-$19.2K2026-10-19
Abundance Wealth Counselors
UNCHANGED1,3001,30000%$204.1K$206.4K+$2.3K2026-10-26
PFG Advisors
NEW1,262—+1,262——$200.3K—2026-10-16
Elyxium Wealth, LLC
NEW1,250—+1,250——$198.5K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,1721,17200%$184.0K$186.1K+$2.1K2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED1,1361,13600%$177.3K$180.1K+$2.8K2026-10-16
Bochk Asset Management Ltd
UNCHANGED1,0701,07000%$168.0K$169.9K+$1.9K2026-10-29
Valley National Advisers Inc
UNCHANGED1,0441,04400%$163.9K$165.8K+$1.9K2026-10-23
Birchbrook, Inc.
UNCHANGED98298200%$154.1K$155.9K+$1.8K2026-10-14
MidAtlantic Capital Management, Inc.
NEW925—+925——$146.9K—2026-11-05
Princeton Global Asset Management LLC
DECREASED8221,556-734-47%$244.2K$130.5K-$113.7K2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED78678600%$123.4K$124.8K+$1.4K2026-10-05
Entrust Financial LLC
UNCHANGED75175100%$117.9K$119.2K+$1.3K2026-11-04
Manchester Capital Management LLC
UNCHANGED75075000%$117.7K$119.1K+$1.3K2026-10-22
Heritage Family Offices, LLP
NEW705—+705——$111.9K—2026-11-02
Spire Wealth Management
UNCHANGED70370300%$110.4K$111.6K+$1.3K2026-10-30
MTM Investment Management, LLC
UNCHANGED67567500%$106.0K$107.2K+$1.2K2026-10-30
Granite FO LLC
UNCHANGED64864800%$101.7K$102.9K+$1.2K2026-10-14
TD Private Client Wealth LLC
UNCHANGED63363300%$99.4K$100.5K+$1.1K2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED61061000%$95.8K$96.8K+$1.1K2026-11-03
Balance Wealth Partners LLC
NEW546—+546——$86.7K—2026-10-27
Rossby Financial, LCC
INCREASED506338+168+50%$53.1K$80.4K+$27.3K2026-11-05
American National Bank & Trust
UNCHANGED50050000%$78.5K$79.4K+$8972026-10-07
Centerpoint Advisors, LLC
UNCHANGED46046000%$72.0K$73.0K+$1.0K2026-11-05
Elevate Wealth Advisory, Inc
NEW424—+424——$67.3K—2026-10-29
Belvedere Trading LLC
NEW408—+408——$64.8K—2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED37837800%$59.3K$60.0K+$6782026-10-20
Financial Consulate, Inc
INCREASED37614+362+2586%$2.2K$59.7K+$57.5K2026-10-23
Root Financial Partners, LLC
NEW348—+348——$55.3K—2026-10-21
Pacifica Partners Inc.
UNCHANGED33933900%$52.9K$53.8K+$8782026-10-09
Vima LLC
UNCHANGED33633600%$52.7K$53.3K+$6032026-10-23
Silver Grove Financial Group, Inc.
DECREASED328372-44-12%$58.4K$52.1K-$6.3K2026-11-05
Ascentis Independent Advisors
INCREASED310235+75+32%$37.0K$49.3K+$12.4K2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED29029000%$45.5K$46.0K+$5212026-10-13
Allspring Global Investments Holdings, LLC
NEW245—+245——$39.2K—2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED244243+1+0%$38.1K$38.7K+$5952026-10-16
Highline Wealth Partners LLC
INCREASED236214+22+10%$33.6K$37.4K+$3.9K2026-10-19
Breakwater Investment Management
UNCHANGED23223200%$36.4K$36.8K+$4162026-10-20
DB Fitzpatrick & Co, Inc
UNCHANGED23023000%$36.0K$36.4K+$4122026-10-19
Cullen T Bankers, Inc.
NEW226—+226——$35.9K—2026-10-28
Westside Investment Management, Inc.
UNCHANGED20520500%$32.2K$32.5K+$3682026-11-02
Triumph Capital Management
DECREASED196284-88-31%$44.6K$31.1K-$13.5K2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED17117100%$26.8K$27.1K+$3072026-10-28
Main Street Group, LTD
UNCHANGED17017000%$26.7K$27.0K+$3052026-10-28
CX Institutional
UNCHANGED16816800%$26$27+$12026-10-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED16016000%$25.1K$25.4K+$2862026-10-23
CoreCap Advisors, LLC
INCREASED155151+4+3%$23.7K$24.6K+$9072026-10-08
Accordant Advisory Group Inc
UNCHANGED15315300%$24.0K$24.3K+$2752026-10-29
Richards, Merrill & Peterson, Inc.
NEW125—+125——$19.8K—2026-10-19
Jacobi Capital Management LLC
NEW115—+115——$18.3K—2026-11-05
Holos Integrated Wealth LLC
UNCHANGED11211200%$17.5K$17.7K+$1852026-10-23
West Paces Advisors Inc.
UNCHANGED11111100%$17.5K$17.7K+$1992026-10-13
Acima Private Wealth, LLC
INCREASED107105+2+2%$16.5K$17.0K+$5062026-10-05
SJS Investment Consulting Inc.
UNCHANGED959500%$14.9K$15.1K+$1702026-10-26
Pension & Wealth Management Advisors, Inc.
UNCHANGED767600%$12.0K$12.1K+$1362026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED757500%$11.8K$11.9K+$1352026-10-20
Cherry Tree Wealth Management, LLC
UNCHANGED686800%$10.7K$10.8K+$1232026-10-15
First Horizon Corp
UNCHANGED585800%$9.1K$9.2K+$1042026-10-26
Latitude Advisors, LLC
NEW56—+56——$8.9K—2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED494900%$7.7K$7.8K+$892026-10-28
Noble Wealth Management PBC
UNCHANGED404000%$6.3K$6.4K+$722026-10-01
Morton Brown Family Wealth, LLC
INCREASED234+19+475%$628$3.7K+$3.0K2026-10-23
American Capital Advisory, LLC
UNCHANGED222200%$3.5K$3.5K+$392026-10-28
JFS Wealth Advisors, LLC
UNCHANGED171700%$2.7K$2.7K+$312026-11-03
Phillip James Consulting Co.
NEW8—+8——$1.3K—2026-11-03
Richardson Capital Management LLC
UNCHANGED8800%$1.3K$1.3K+$142026-10-23
Concord Wealth Partners
UNCHANGED6600%$942$953+$112026-11-02
Evermay Wealth Management LLC
UNCHANGED6600%$942$953+$112026-11-05
Dhjj Financial Advisors, Ltd.
NEW1—+1——$159—2026-10-23
Larson Financial Group LLC
DECREASED1803-802-100%$126.1K$197-$125.9K2026-11-05
Aventus Investment Advisors, Inc.
DECREASED13-2-67%$471$159-$3122026-10-09
Asset Dedication, LLC
UNCHANGED1100%$170$172+$22026-11-03
Mass General Brigham, Inc
CLOSED01,259,657-1,259,657-100%$197.7M$0-$197.7M2026-11-03
Two Creeks Capital Management, LP
CLOSED0583,355-583,355-100%$91.6M$0-$91.6M2026-10-08
Horizon Wealth Management, LLC
CLOSED0273,345-273,345-100%$42.9M$0-$42.9M2026-11-02
Onyx Bridge Wealth Group LLC
CLOSED037,882-37,882-100%$5.9M$0-$5.9M2026-10-16
Sellwood Investment Partners LLC
CLOSED019,160-19,160-100%$3.0M$0-$3.0M2026-11-03
Scarborough Advisors, LLC
CLOSED05,805-5,805-100%$908.3K$0-$908.3K2026-10-16
Altman Advisors, Inc.
CLOSED05,056-5,056-100%$793.6K$0-$793.6K2026-11-05
Axxcess Wealth Management, LLC
CLOSED02,810-2,810-100%$441.1K$0-$441.1K2026-10-21
Fulton Bank, N.A.
CLOSED02,686-2,686-100%$421.6K$0-$421.6K2026-10-14
Saxon Interests, Inc.
CLOSED02,485-2,485-100%$390.1K$0-$390.1K2026-10-26
John W. Brooker & Co., CPAs
CLOSED01,544-1,544-100%$242.3K$0-$242.3K2026-10-21
Xponance LLC
CLOSED01,435-1,435-100%$225.3K$0-$225.3K2026-11-03
Brookstone Capital Management
CLOSED01,384-1,384-100%$217.2K$0-$217.2K2026-10-22
Solstein Capital, LLC
CLOSED01,100-1,100-100%$172.7K$0-$172.7K2026-11-02
Bokf, NA
CLOSED0767-767-100%$120.4K$0-$120.4K2026-10-27
Ascentis Wealth Management, LLC
CLOSED0179-179-100%$28.1K$0-$28.1K2026-11-03
AdvisorNet Financial, Inc
CLOSED0109-109-100%$17.1K$0-$17.1K2026-10-15
International Assets Investment Management, LLC
CLOSED056-56-100%$8.7K$0-$8.7K2026-11-02
Valley Wealth Managers, Inc.
CLOSED037-37-100%$5.8K$0-$5.8K2026-10-09
Farmers & Merchants Investments Inc
CLOSED012-12-100%$1.9K$0-$1.9K2026-10-22
Morgan Stanley
N/A—11,192,473-11,192,473-100%$1.8B———
BNP Paribas Financial Markets
N/A—4,945,603-4,945,603-100%$776.3M———
Bank of America Corp
N/A—2,231,651-2,231,651-100%$350.3M———
Schroder Investment Management Group
N/A—2,046,529-2,046,529-100%$318.9M———
Wells Fargo & Company
N/A—1,908,952-1,908,952-100%$299.6M———
Northern Trust Corp
N/A—1,596,244-1,596,244-100%$250.6M———
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
N/A—1,590,032-1,590,032-100%$249.6M———
National Bank of Canada
N/A—1,580,926-1,580,926-100%$248.2M———
Phoenix Financial Ltd.
N/A—1,512,202-1,512,202-100%$237.4M———
PNC Financial Services Group, Inc.
N/A—1,387,365-1,387,365-100%$217.8M———
JPMorgan Chase & Co
N/A—1,383,598-1,383,598-100%$215.6M———
Prudential PLC
N/A—1,365,357-1,365,357-100%$214.3M———
Iconiq Capital, LLC
N/A—1,356,798-1,356,798-100%$213.0M———
Granger Management LLC
N/A—1,322,121-1,322,121-100%$207.5M———
UBS Group AG
N/A—1,178,489-1,178,489-100%$185.0M———
Sequoia Financial Advisors, LLC
N/A—1,146,645-1,146,645-100%$180.0M———
Goldman Sachs Group Inc
N/A—1,127,700-1,127,700-100%$177.0M———
Allianz Asset Management GmbH
N/A—1,089,050-1,089,050-100%$170.9M———
Bogart Wealth, LLC
N/A—1,049,707-1,049,707-100%$164.8M———
Common Fund for Nonprofit Organizations
N/A—1,038,012-1,038,012-100%$162.9M———
Dimension Capital Management LLC
N/A—1,010,593-1,010,593-100%$158.6M———
Bank of Montreal
N/A—958,002-958,002-100%$150.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—896,500-896,500-100%$140.7M———
HF Capital, LLC
N/A—868,367-868,367-100%$136.3M———
Parkwood LLC
N/A—839,961-839,961-100%$131.8M———
MAI Capital Management
N/A—806,928-806,928-100%$126.7M———
Capital Advisors Inc
N/A—798,281-798,281-100%$125.3M———
IEQ Capital, LLC
N/A—795,286-795,286-100%$124.8M———
Brown Advisory Inc
N/A—791,591-791,591-100%$124.2M———
Pathstone Holdings, LLC
N/A—733,357-733,357-100%$115.1M———
Alliancebernstein L.P.
N/A—709,499-709,499-100%$98.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—672,938-672,938-100%$105.4M———
HSBC Holdings PLC
N/A—658,288-658,288-100%$103.3M———
Copos Capital B.V.
N/A—654,673-654,673-100%$102.8M———
BlackRock, Inc.
N/A—626,460-626,460-100%$98.3M———
NorthStar Asset Management LLC
N/A—567,655-567,655-100%$567.7K———
Lowe Brockenbrough & Co Inc
N/A—542,352-542,352-100%$85.1M———
Oversea-Chinese Banking Corp Ltd
N/A—531,034-531,034-100%$83.3M———
Federation des caisses Desjardins du Quebec
N/A—525,899-525,899-100%$82.6M———
Canada Life Assurance Co
N/A—516,463-516,463-100%$81.0M———
Allianz SE
N/A—515,415-515,415-100%$80.9M———
Bank of Nova Scotia
N/A—508,414-508,414-100%$79.8M———
Nomura Asset Management Co LTD
N/A—505,073-505,073-100%$79.3M———
Bessemer Group Inc
N/A—495,698-495,698-100%$77.8M———
Bernicke Wealth Management, Ltd.
N/A—484,549-484,549-100%$76.1M———
Royal Bank of Canada
N/A—463,373-463,373-100%$72.7M———
Brown Brothers Harriman & Co
N/A—458,174-458,174-100%$71.9M———
WCM Investment Management, LLC
N/A—438,825-438,825-100%$68.4M———
Nearwater Capital Markets, Ltd
N/A—431,900-431,900-100%$67.8M———
Capital International Investors
N/A—427,267-427,267-100%$66.6M———
HighTower Advisors, LLC
N/A—426,988-426,988-100%$67.0M———
Cresset Asset Management, LLC
N/A—409,574-409,574-100%$64.3M———
Envestnet Asset Management Inc
N/A—401,408-401,408-100%$63.0M———
LPL Financial LLC
N/A—395,481-395,481-100%$62.1M———
Birnam Oak Advisors, LP
N/A—385,076-385,076-100%$60.4M———
Naviter Wealth, LLC
N/A—384,843-384,843-100%$60.4M———
Gotham Asset Management, LLC
N/A—348,931-348,931-100%$54.8M———
Raymond James Financial Inc
N/A—348,390-348,390-100%$54.7M———
Ameriprise Financial Inc
N/A—344,784-344,784-100%$54.1M———
Focus Partners Wealth
N/A—335,317-335,317-100%$52.6M———
Banco Santander, S.A.
N/A—331,161-331,161-100%$52.0M———
Acadian Asset Management LLC
N/A—328,087-328,087-100%$51.5M———
1832 Asset Management L.P.
N/A—296,238-296,238-100%$46.5M———
Brandywine Managers, LLC
N/A—293,679-293,679-100%$46.1M———
Drake & Associates, LLC
N/A—276,605-276,605-100%$43.4M———
Cerity Partners LLC
N/A—276,375-276,375-100%$43.4M———
Erste Asset Management GmbH
N/A—253,157-253,157-100%$35.1M———
Rockefeller Capital Management L.P.
N/A—247,122-247,122-100%$38.8M———
Jasper Ridge Partners, L.P.
N/A—246,089-246,089-100%$38.6M———
Partners Capital Investment Group, LLP
N/A—241,678-241,678-100%$37.9M———
Neuberger Berman Group LLC
N/A—233,539-233,539-100%$36.7M———
Purpose Unlimited Inc.
N/A—222,800-222,800-100%$35.0M———
Cambridge Associates LLC
N/A—222,227-222,227-100%$34.9M———
Capitolis Liquid Global Markets LLC
N/A—211,200-211,200-100%$33.2M———
Pinnacle Financial Partners, Inc.
N/A—203,486-203,486-100%$31.9M———
Bank Hapoalim BM
N/A—200,000-200,000-100%$31.4M———
Circle Wealth Management, LLC
N/A—199,733-199,733-100%$31.4M———
Oxford Financial Group, Ltd. LLC
N/A—195,063-195,063-100%$30.6M———
Liberty Mutual Group Asset Management Inc.
N/A—188,000-188,000-100%$29.5M———
Mercer Global Advisors Inc
N/A—182,797-182,797-100%$28.7M———
Johns Hopkins University
N/A—181,055-181,055-100%$28.4M———
Osaic Holdings, Inc.
N/A—178,713-178,713-100%$28.1M———
Clearstead Advisors, LLC
N/A—168,965-168,965-100%$26.5M———
Northwestern Mutual Wealth Management Co
N/A—164,241-164,241-100%$25.8M———
Quantinno Capital Management LP
N/A—162,129-162,129-100%$25.4M———
Hackensack Meridian Health, Inc.
N/A—148,000-148,000-100%$23.2M———
Centaurus Financial, Inc.
N/A—138,615-138,615-100%$21.8M———
Lazard Asset Management LLC
N/A—121,303-121,303-100%$19.0M———
Polen Capital Management LLC
N/A—120,540-120,540-100%$18.9M———
Brandes Investment Partners, LP
N/A—120,150-120,150-100%$18.9M———
Captrust Financial Advisors
N/A—114,622-114,622-100%$18.0M———
Channel Wealth LLC
N/A—114,486-114,486-100%$18.0M———
Cetera Investment Advisers
N/A—113,866-113,866-100%$17.9M———
BBR Partners, LLC
N/A—112,271-112,271-100%$17.6M———
United Capital Financial Advisors, LLC
N/A—109,420-109,420-100%$17.2M———
Pinebridge Investments LLC
N/A—108,843-108,843-100%$17.1M———
IFC Advisors LLC
N/A—104,361-104,361-100%$16.4M———
Wilkinson Global Asset Management LLC
N/A—96,241-96,241-100%$15.1M———
AlTi Global, Inc.
N/A—94,622-94,622-100%$14.9M———
SVB Wealth LLC
N/A—92,915-92,915-100%$14.6M———
Wind River Trust Co
N/A—92,604-92,604-100%$14.5M———
Centennial Bank
N/A—89,315-89,315-100%$14.0M———
Dorsey & Whitney Trust Co LLC
N/A—87,728-87,728-100%$13.8M———
AQR Capital Management LLC
N/A—85,891-85,891-100%$13.5M———
Stifel Financial Corp
N/A—84,542-84,542-100%$13.3M———
Qube Research & Technologies Ltd
N/A—83,902-83,902-100%$13.2M———
SG Americas Securities, LLC
N/A—83,702-83,702-100%$13.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—83,076-83,076-100%$13.0M———
Catalyst Financial Partners LLC
N/A—82,074-82,074-100%$12.9M———
Waverly Advisors, LLC
N/A—79,893-79,893-100%$12.5M———
Mariner, LLC
N/A—73,481-73,481-100%$11.5M———
Harding Loevner LP
N/A—71,188-71,188-100%$11.2M———
FMR LLC
N/A—69,100-69,100-100%$10.8M———
WHI Trust Co LLC
N/A—68,537-68,537-100%$10.8M———
EFG International AG
N/A—67,848-67,848-100%$10.7M———
Private Advisor Group, LLC
N/A—66,354-66,354-100%$10.4M———
NewEdge Advisors, LLC
N/A—65,879-65,879-100%$10.3M———
Jane Street Group, LLC
N/A—63,328-63,328-100%$9.9M———
OneAscent Financial Services LLC
N/A—62,954-62,954-100%$9.9M———
Citadel Advisors LLC
N/A—62,080-62,080-100%$9.7M———
Brandywine Trust Co
N/A—61,715-61,715-100%$9.7M———
TD Capital Management LLC
N/A—60,154-60,154-100%$9.4M———
Glenmede Trust Co NA
N/A—59,653-59,653-100%$9.4M———
Larch Capital Partners LLC
N/A—58,306-58,306-100%$9.2M———
Altrafin AG
N/A—57,500-57,500-100%$9.0M———
Hilltop Partners LLC
N/A—56,256-56,256-100%$8.8M———
Permanent Capital Management, LP
N/A—54,862-54,862-100%$8.6M———
Rothschild Capital Partners, LLC
N/A—51,937-51,937-100%$8.2M———
Stratos Wealth Partners, Ltd.
N/A—50,082-50,082-100%$7.9M———
Leavell Investment Management, Inc.
N/A—49,150-49,150-100%$7.7M———
Capital World Investors
N/A—47,491-47,491-100%$7.4M———
Wellington Management Group LLP
N/A—46,527-46,527-100%$7.3M———
Keel Point, LLC
N/A—46,033-46,033-100%$7.2M———
FFT Wealth Management LLC
N/A—44,314-44,314-100%$7.0M———
Ausdal Financial Partners, Inc.
N/A—43,972-43,972-100%$6.9M———
VPR Management LLC
N/A—43,700-43,700-100%$6.9M———
Wescott Financial Advisory Group, LLC
N/A—43,621-43,621-100%$6.8M———
Ameritas Advisory Services, LLC
N/A—42,807-42,807-100%$6.7M———
Advisory Services Network, LLC
N/A—41,954-41,954-100%$6.6M———
Moneda S.A. Administradora General de Fondos
N/A—41,923-41,923-100%$6.6M———
OV Management LLC
N/A—41,611-41,611-100%$6.5M———
Zurich Insurance Group Ltd
N/A—41,074-41,074-100%$6.4M———
Retirement Income Solutions, Inc
N/A—40,588-40,588-100%$5.6M———
Diversified Trust Co
N/A—39,463-39,463-100%$6.2M———
Ballentine Partners, LLC
N/A—39,425-39,425-100%$6.2M———
Bluespring Wealth Management, LLC
N/A—39,265-39,265-100%$6.2M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—38,812-38,812-100%$6.1M———
Victory Capital Management Inc
N/A—37,715-37,715-100%$5.9M———
EP Wealth Advisors, LLC
N/A—37,310-37,310-100%$5.9M———
SCS Capital Management LLC
N/A—36,858-36,858-100%$5.8M———
Empowered Funds, LLC
N/A—36,380-36,380-100%$5.7M———
Jennison Associates LLC
N/A—35,423-35,423-100%$5.6M———
Sand Hill Global Advisors, LLC
N/A—35,154-35,154-100%$5.5M———
Equitable Holdings, Inc.
N/A—32,922-32,922-100%$5.2M———
Capital Group Private Client Services, Inc.
N/A—32,773-32,773-100%$5.1M———
Pennington Partners & Co., LLC
N/A—32,677-32,677-100%$5.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—32,261-32,261-100%$5.1M———
Callan Family Office, LLC
N/A—32,232-32,232-100%$5.1M———
Barclays PLC
N/A—32,183-32,183-100%$5.1M———
MayTech Global Investments, LLC
N/A—32,029-32,029-100%$5.0M———
BSW Wealth Partners
N/A—30,930-30,930-100%$4.9M———
Chevy Chase Trust Holdings, LLC
N/A—30,431-30,431-100%$4.8M———
Franklin Resources Inc
N/A—30,335-30,335-100%$4.8M———
National Philanthropic Trust
N/A—30,329-30,329-100%$4.8M———
HighPoint Advisor Group LLC
N/A—29,459-29,459-100%$4.6M———
Insigneo Advisory Services, LLC
N/A—28,780-28,780-100%$4.5M———
Calton & Associates, Inc.
N/A—28,178-28,178-100%$4.4M———
Rathbones Group PLC
N/A—27,165-27,165-100%$4.3M———
Wealthfront Advisers LLC
N/A—27,120-27,120-100%$4.3M———
LGT Group Foundation
N/A—27,100-27,100-100%$4.3M———
Steward Partners Investment Advisory, LLC
N/A—26,811-26,811-100%$4.2M———
RIK Saylor Financial, Inc.
N/A—26,144-26,144-100%$4.1M———
MainStreet Investment Advisors LLC
N/A—25,719-25,719-100%$4.0M———
Summit Financial, LLC
N/A—25,501-25,501-100%$4.0M———
PAX Financial Group, LLC
N/A—25,383-25,383-100%$4.0M———
Freestone Capital Holdings, LLC
N/A—25,060-25,060-100%$3.9M———
Sanctuary Advisors, LLC
N/A—24,671-24,671-100%$3.9M———
Arcus Capital Partners, LLC
N/A—24,596-24,596-100%$3.9M———
Beacon Pointe Advisors, LLC
N/A—24,548-24,548-100%$3.9M———
BlueStem Wealth Partners, LLC
N/A—23,934-23,934-100%$3.8M———
Arax Advisory Partners
N/A—23,759-23,759-100%$3.7M———
Moneta Group Investment Advisors LLC
N/A—23,547-23,547-100%$3.7M———
Arkos Global Advisors
N/A—23,464-23,464-100%$3.7M———
Waddell & Associates, LLC
N/A—23,047-23,047-100%$3.6M———
Voya Investment Management LLC
N/A—22,596-22,596-100%$3.5M———
Rothschild Wealth LLC
N/A—22,485-22,485-100%$3.5M———
Strategic Financial Partners, Ltd.
N/A—22,287-22,287-100%$3.5M———
Baird Financial Group, Inc.
N/A—22,029-22,029-100%$3.5M———
Prudential Financial Inc
N/A—21,300-21,300-100%$3.3M———
LEE Johnson Capital Management, LLC
N/A—18,424-18,424-100%$2.9M———
Belpointe Asset Management LLC
N/A—18,319-18,319-100%$2.9M———
Blair William & Co
N/A—18,189-18,189-100%$2.9M———
Bleakley Financial Group, LLC
N/A—18,153-18,153-100%$2.8M———
Shepherd Kaplan Krochuk, LLC
N/A—18,122-18,122-100%$2.8M———
Hirtle & Co., LLC
N/A—17,970-17,970-100%$2.8M———
Savant Capital, LLC
N/A—17,555-17,555-100%$2.8M———
Composition Wealth, LLC
N/A—17,162-17,162-100%$2.7M———
Hopwood Nicholas Hunter
N/A—17,048-17,048-100%$2.7M———
Envestnet Portfolio Solutions, Inc.
N/A—17,042-17,042-100%$2.7M———
Squarepoint Ops LLC
N/A—16,807-16,807-100%$2.6M———
CIBC World Market Inc.
N/A—16,529-16,529-100%$2.6M———
MML Investors Services, LLC
N/A—16,329-16,329-100%$2.6M———
O'shaughnessy Asset Management, LLC
N/A—16,296-16,296-100%$2.6M———
Edmond de Rothschild Holding S.A.
N/A—16,200-16,200-100%$2.5M———
Summit Trail Advisors, LLC
N/A—15,568-15,568-100%$2.4M———
Chilton Investment Co Inc.
N/A—14,674-14,674-100%$2.3M———
Janney Montgomery Scott LLC
N/A—14,296-14,296-100%$2.2M———
Pure Financial Advisors, LLC
N/A—13,654-13,654-100%$2.1M———
Choate Investment Advisors
N/A—13,512-13,512-100%$2.1M———
GQG Partners LLC
N/A—13,470-13,470-100%$2.1M———
World Investment Advisors
N/A—13,369-13,369-100%$1.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—13,057-13,057-100%$2.0M———
Haverford Trust Co
N/A—13,052-13,052-100%$2.0M———
Empirical Finance, LLC
N/A—13,031-13,031-100%$2.0M———
CIBC Bancorp USA Inc.
N/A—12,767-12,767-100%$2.0M———
Capital Research Global Investors
N/A—12,477-12,477-100%$1.9M———
Austin Wealth Management, LLC
N/A—12,457-12,457-100%$1.9M———
Astoria Strategic Wealth, Inc.
N/A—12,422-12,422-100%$1.9M———
Tidal Investments LLC
N/A—12,390-12,390-100%$1.9M———
Caprock Group, LLC
N/A—12,285-12,285-100%$1.9M———
TFO Wealth Partners, LLC
N/A—11,793-11,793-100%$1.9M———
Sierra Capital LLC
N/A—11,583-11,583-100%$1.8M———
RWA Wealth Partners, LLC
N/A—11,563-11,563-100%$1.8M———
Fiduciary Trust Co
N/A—11,059-11,059-100%$1.7M———
Berkshire Asset Management LLC
N/A—10,556-10,556-100%$1.7M———
Saranac Partners Ltd
N/A—10,500-10,500-100%$1.6M———
Aureus Asset Management, LLC
N/A—10,463-10,463-100%$1.6M———
OneDigital Investment Advisors LLC
N/A—10,379-10,379-100%$1.6M———
NewEdge Wealth, LLC
N/A—10,094-10,094-100%$1.6M———
Peregrine Asset Advisers, Inc.
N/A—10,070-10,070-100%$1.6M———
JMG Financial Group, Ltd.
N/A—10,000-10,000-100%$1.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—10,000-10,000-100%$1.6M———
Global Retirement Partners, LLC
N/A—9,900-9,900-100%$1.6M———
First National Bank of Omaha
N/A—9,800-9,800-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—9,608-9,608-100%$1.5M———
Scotia Capital Inc.
N/A—9,541-9,541-100%$1.5M———
Wellspring Financial Advisors, LLC
N/A—9,501-9,501-100%$1.5M———
Russell Investments Group, Ltd.
N/A—9,463-9,463-100%$1.5M———
Headlands Technologies LLC
N/A—9,445-9,445-100%$1.5M———
GenTrust, LLC
N/A—9,101-9,101-100%$1.4M———
Uniting Wealth Partners, LLC
N/A—8,947-8,947-100%$1.4M———
Merit Financial Group, LLC
N/A—8,753-8,753-100%$1.4M———
Advisors Capital Management, LLC
N/A—8,679-8,679-100%$1.4M———
Jones Financial Companies Lllp
N/A—8,671-8,671-100%$1.3M———
Becker Capital Management Inc
N/A—8,300-8,300-100%$1.3M———
Wealthspire Advisors, LLC
N/A—8,231-8,231-100%$1.3M———
Sonoma Private Wealth LLC
N/A—8,080-8,080-100%$1.3M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—8,000-8,000-100%$1.3M———
K.J. Harrison & Partners Inc
N/A—7,950-7,950-100%$1.2M———
Causeway Capital Management LLC
N/A—7,691-7,691-100%$1.2M———
Stonebrook Private Inc.
N/A—7,626-7,626-100%$1.2M———
Highland Investment Advisors LLC
N/A—7,541-7,541-100%$1.2M———
Modern Wealth Management, LLC
N/A—7,520-7,520-100%$1.2M———
XP Advisory US, Inc.
N/A—7,155-7,155-100%$1.1M———
Forum Finance Group S.A.
N/A—7,069-7,069-100%$897———
Whittier Trust Co
N/A—6,982-6,982-100%$1.1M———
Logan Stone Capital, LLC
N/A—6,939-6,939-100%$1.1M———
&partners
N/A—6,920-6,920-100%$1.1M———
ST Germain D J Co Inc
N/A—6,895-6,895-100%$1.1M———
Longview Financial Advisors LLC
N/A—6,847-6,847-100%$1.1M———
Eight 31 Financial, LLC
N/A—6,790-6,790-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—6,690-6,690-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—6,515-6,515-100%$1.0M———
Pettyjohn, Wood & White, Inc
N/A—6,505-6,505-100%$1.0M———
Fiducient Advisors LLC
N/A—6,486-6,486-100%$1.0M———
Sfmg, LLC
N/A—6,362-6,362-100%$998.6K———
Arkadios Wealth Advisors
N/A—6,281-6,281-100%$985.9K———
Transcend Capital Advisors, LLC
N/A—6,233-6,233-100%$978.4K———
Manhattan West Asset Management, LLC
N/A—6,166-6,166-100%$967.9K———
First Trust Advisors LP
N/A—6,122-6,122-100%$961.0K———
Signet Private Wealth LLC
N/A—6,050-6,050-100%$949.7K———
Readystate Asset Management LP
N/A—5,957-5,957-100%$935.1K———
Bellwether Advisors, LLC
N/A—5,951-5,951-100%$934.1K———
Wexford Capital LP
N/A—5,931-5,931-100%$931.0K———
Snowden Capital Advisors LLC
N/A—5,930-5,930-100%$930.8K———
Integrated Wealth Concepts LLC
N/A—5,861-5,861-100%$919.9K———
Commerce Bank
N/A—5,696-5,696-100%$894.1K———
Dana Investment Advisors, Inc.
N/A—5,651-5,651-100%$887.0K———
Bitterroot Capital Advisors LLC
N/A—5,501-5,501-100%$863.5K———
Port Capital LLC
N/A—5,383-5,383-100%$845.0K———
Cedarwood Wealth LLC
N/A—5,361-5,361-100%$841.5K———
Annandale Capital, LLC
N/A—5,200-5,200-100%$816.0K———
Boston Family Office LLC
N/A—5,175-5,175-100%$812.0K———
Pine Valley Investments Ltd Liability Co
N/A—5,117-5,117-100%$803.3K———
Summit Wealth Partners, LLC
N/A—5,113-5,113-100%$802.6K———
Renaissance Technologies LLC
N/A—5,100-5,100-100%$800.5K———
Daybright Advisory Services, Inc.
N/A—5,061-5,061-100%$791.6K———
Ancora Advisors LLCA
N/A—4,845-4,845-100%$760.5K———
Managed Asset Portfolios, LLC
N/A—4,825-4,825-100%$757.4K———
Huntington National Bank
N/A—4,793-4,793-100%$752.4K———
Metis Global Partners, LLC
N/A—4,495-4,495-100%$705.6K———
Edgestream Partners, L.P.
N/A—4,375-4,375-100%$686.7K———
Modus Advisors, LLC
N/A—4,314-4,314-100%$677.2K———
Quotient Wealth Partners, LLC
N/A—4,290-4,290-100%$673.4K———
Savvy Advisors, Inc.
N/A—4,246-4,246-100%$666.5K———
Brightwater Advisory LLC
N/A—4,208-4,208-100%$660.5K———
Stock Yards Bank & Trust Co
N/A—4,200-4,200-100%$659.3K———
Coldstream Capital Management Inc
N/A—4,155-4,155-100%$652.2K———
Curi Capital, LLC
N/A—4,094-4,094-100%$642.6K———
HRT Financial LP
N/A—4,011-4,011-100%$629.0K———
Rather & Kittrell, Inc.
N/A—3,990-3,990-100%$626.4K———
HBK Sorce Advisory LLC
N/A—3,901-3,901-100%$626.2K———
Cape ANN Savings Bank
N/A—3,863-3,863-100%$606.4K———
Mutual Advisors, LLC
N/A—3,861-3,861-100%$606.1K———
Stephens Inc
N/A—3,744-3,744-100%$587.7K———
Talisman Wealth Advisors LLC
N/A—3,650-3,650-100%$277.8K———
Redwood Investment Management, LLC
N/A—3,641-3,641-100%$572.0K———
Aptus Capital Advisors, LLC
N/A—3,606-3,606-100%$566.0K———
Alexander Labrunerie & Co., Inc.
N/A—3,563-3,563-100%$559.3K———
Genesis Wealth Advisors, LLC
N/A—3,555-3,555-100%$558.0K———
Cary Street Partners Financial LLC
N/A—3,489-3,489-100%$547.6K———
Hancock Whitney Corp
N/A—3,481-3,481-100%$546.4K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,467-3,467-100%$544.2K———
UMB Bank, n.a.
N/A—3,376-3,376-100%$529.9K———
Regatta Research & Money Management
N/A—3,329-3,329-100%$522.2K———
Flputnam Investment Management Co
N/A—3,254-3,254-100%$497.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,241-3,241-100%$508.7K———
American Trust
N/A—3,210-3,210-100%$503.9K———
BlackDiamond Wealth Management, LLC
N/A—3,181-3,181-100%$512.5K———
Atlas Legacy Advisors, LLC
N/A—3,127-3,127-100%$490.8K———
Bearing Point Capital, LLC
N/A—3,087-3,087-100%$484.6K———
Credit Agricole S A
N/A—3,042-3,042-100%$477.5K———
Banco BTG Pactual S.A.
N/A—2,978-2,978-100%$467.5K———
New Republic Capital, LLC
N/A—2,951-2,951-100%$463.1K———
First Citizens Asset Management, Inc.
N/A—2,949-2,949-100%$462.9K———
Ruggaard & Associates LLC
N/A—2,903-2,903-100%$455.7K———
LRI Investments, LLC
N/A—2,893-2,893-100%$454.0K———
M&T Bank Corp
N/A—2,846-2,846-100%$446.7K———
Midwestern Financial, LLC
N/A—2,792-2,792-100%$438.2K———
Sequent Asset Management, LLC
N/A—2,774-2,774-100%$435.4K———
Hamilton Wealth, LLC
N/A—2,747-2,747-100%$431.2K———
Portland Global Advisors LLC
N/A—2,726-2,726-100%$427.9K———
Bridgewater Advisors Inc.
N/A—2,723-2,723-100%$430.0K———
Brand Asset Management Group, Inc.
N/A—2,704-2,704-100%$424.5K———
Trivium Point Advisory, LLC
N/A—2,703-2,703-100%$424.3K———
Stonebridge Capital Advisors LLC
N/A—2,694-2,694-100%$422.9K———
Nuveen, LLC
N/A—2,524-2,524-100%$396.2K———
Bulltick Wealth Management, LLC
N/A—2,482-2,482-100%$389.6K———
Gladstone Institutional Advisory LLC
N/A—2,464-2,464-100%$386.8K———
Capasso Planning Partners LLC
N/A—2,452-2,452-100%$384.9K———
Maimon Wealth Management Ltd.
N/A—2,450-2,450-100%$384.6K———
Level Four Advisory Services, LLC
N/A—2,409-2,409-100%$378.1K———
Highlander Partners, L.P.
N/A—2,360-2,360-100%$370.4K———
Two Sigma Investments, LP
N/A—2,300-2,300-100%$361.0K———
Regal Investment Advisors LLC
N/A—2,293-2,293-100%$359.9K———
Menora Mivtachim Holdings Ltd.
N/A—2,290-2,290-100%$359.5K———
Fort Point Capital Partners LLC
N/A—2,281-2,281-100%$358.0K———
Essex Financial Services, Inc.
N/A—2,281-2,281-100%$358.0K———
McNamara Financial Services, Inc.
N/A—2,276-2,276-100%$357.3K———
Baker Avenue Asset Management, LP
N/A—2,257-2,257-100%$354.3K———
Advisory Research Inc
N/A—2,237-2,237-100%$351.2K———
Tower Research Capital LLC (TRC)
N/A—2,234-2,234-100%$350.7K———
Johnson Investment Counsel Inc
N/A—2,197-2,197-100%$344.9K———
FAS Wealth Partners, Inc.
N/A—2,196-2,196-100%$344.8K———
Magnolia Private Wealth, LLC
N/A—2,182-2,182-100%$342.5K———
Crewe Advisors LLC
N/A—2,111-2,111-100%$331.4K———
Collaborative Capital Advisors LLC
N/A—2,100-2,100-100%$329.6K———
Windsor Advisory Group, LLC
N/A—2,086-2,086-100%$327.4K———
BCI Securities, Inc.
N/A—2,082-2,082-100%$326.8K———
Cura Wealth Advisors, LLC
N/A—2,065-2,065-100%$324.2K———
Blue Chip Partners, LLC
N/A—2,061-2,061-100%$323.6K———
Westshore Wealth, LLC
N/A—2,055-2,055-100%$322.6K———
Rehmann Capital Advisory Group
N/A—2,014-2,014-100%$316.2K———
Community Bank, N.A.
N/A—2,000-2,000-100%$313.9K———
Advance Capital Management, Inc.
N/A—1,997-1,997-100%$313.4K———
Vienna Asset Management LLC
N/A—1,959-1,959-100%$307.5K———
GTS Securities LLC
N/A—1,948-1,948-100%$305.8K———
Evernest Financial Advisors, LLC
N/A—1,948-1,948-100%$305.8K———
Emory University
N/A—1,817-1,817-100%$285.2K———
Fortis Capital Management LLC
N/A—1,805-1,805-100%$283.3K———
Warburton Capital Management, LLC
N/A—1,789-1,789-100%$280.0K———
Private Advisory Group LLC
N/A—1,747-1,747-100%$274.2K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,747-1,747-100%$274.3K———
Battery Global Advisors, LLC
N/A—1,746-1,746-100%$274.0K———
Coastal Bridge Advisors, LLC
N/A—1,656-1,656-100%$259.9K———
RPg Family Wealth Advisory, LLC
N/A—1,636-1,636-100%$256.8K———
Silicon Valley Capital Partners
N/A—1,563-1,563-100%$245.4K———
Twin Focus Capital Partners, LLC
N/A—1,535-1,535-100%$241.0K———
Icon Advisers Inc
N/A—1,500-1,500-100%$235.5K———
Harbor Advisory Corp
N/A—1,496-1,496-100%$234.8K———
Kintra Wealth, LLC
N/A—1,490-1,490-100%$242.1K———
Tudor Investment Corp ET AL
N/A—1,484-1,484-100%$232.9K———
Harbour Investments, Inc.
N/A—1,460-1,460-100%$229.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,443-1,443-100%$226.5K———
SSA Swiss Advisors AG
N/A—1,439-1,439-100%$225.9K———
Vista Capital Partners, Inc.
N/A—1,426-1,426-100%$223.9K———
Cascade Financial Partners, LLC
N/A—1,399-1,399-100%$219.6K———
Meadowbrook Advisors Group, LLC
N/A—1,390-1,390-100%$218.2K———
Veridan Wealth LLC
N/A—1,365-1,365-100%$214.3K———
SageView Advisory Group, LLC
N/A—1,354-1,354-100%$212.6K———
Cozad Asset Management Inc
N/A—1,347-1,347-100%$211.4K———
Westmount Partners, LLC
N/A—1,343-1,343-100%$210.8K———
Empower Advisory Group, LLC
N/A—1,314-1,314-100%$206.3K———
Spreng Capital Management, Inc.
N/A—1,313-1,313-100%$206.1K———
Harris Associates L P
N/A—1,092-1,092-100%$171.4K———
Allworth Financial LP
N/A—1,053-1,053-100%$165.3K———
Bartlett & Co. Wealth Management LLC
N/A—945-945-100%$148.3K———
AE Wealth Management LLC
N/A—941-941-100%$147.7K———
HighMark Wealth Management LLC
N/A—890-890-100%$139.7K———
Caldwell Sutter Capital, Inc.
N/A—876-876-100%$137.5K———
IMA Advisory Services, Inc.
N/A—755-755-100%$118.5K———
JPL Wealth Management, LLC
N/A—731-731-100%$114.7K———
Consultiva Wealth Management, Corp.
N/A—684-684-100%$107.4K———
Atlantic Union Bankshares Corp
N/A—675-675-100%$106.0K———
CVA Family Office, LLC
N/A—594-594-100%$93.2K———
IFG Advisory, LLC
N/A—569-569-100%$89.4K———
Whittier Trust Co of Nevada Inc
N/A—553-553-100%$86.5K———
Rialto Wealth Management, LLC
N/A—500-500-100%$78.5K———
CNB Bank
N/A—500-500-100%$78.5K———
Smartleaf Asset Management LLC
N/A—488-488-100%$76.0K———
UBS Asset Management Americas LLC
N/A—463-463-100%$72.7K———
10Elms LLP
N/A—432-432-100%$67.8K———
RED Reef Advisors LLC
N/A—346-346-100%$54.3K———
BOK Financial Private Wealth, Inc.
N/A—340-340-100%$53.4K———
HM Payson & Co
N/A—325-325-100%$51.0K———
Lavaca Capital LLC
N/A—311-311-100%$48.8K———
Allied Private Wealth LLC
N/A—300-300-100%$46.8K———
Financial Gravity Companies, Inc.
N/A—260-260-100%$40.8K———
MRP Capital Investments, LLC
N/A—257-257-100%$40.3K———
Continuum Advisory, LLC
N/A—231-231-100%$36.3K———
Hantz Financial Services, Inc.
N/A—208-208-100%$33———
Godfrey Financial Associates, Inc.
N/A—195-195-100%$30.6K———
Winch Advisory Services, LLC
N/A—177-177-100%$27.7K———
Prosperity Bancshares Inc
N/A—169-169-100%$26.5K———
Vanguard Advisers Inc
N/A—169-169-100%$26.5K———
Greykasell Wealth Strategies, Inc.
N/A—165-165-100%$25.9K———
Frazier Financial Advisors, LLC
N/A—155-155-100%$24.3K———
IAG Wealth Partners, LLC
N/A—120-120-100%$18.8K———
Private Wealth Asset Management, LLC
N/A—116-116-100%$18.2K———
BFC Planning, Inc.
N/A—104-104-100%$16.3K———
Monetary Management Group Inc
N/A—100-100-100%$15.7K———
Luken Investment Analytics, LLC
N/A—89-89-100%$14.0K———
Operose Advisors LLC
N/A—87-87-100%$13.7K———
Hollencrest Capital Management
N/A—76-76-100%$11.9K———
Dunhill Financial, LLC
N/A—72-72-100%$11.4K———
Morris Financial Concepts, Inc.
N/A—63-63-100%$9.9K———
Banque Transatlantique SA
N/A—60-60-100%$9.4K———
Quent Capital, LLC
N/A—59-59-100%$9.3K———
Millstone Evans Group, LLC
N/A—55-55-100%$8.6K———
Gould Capital, LLC
N/A—53-53-100%$8.3K———
Keating Financial Advisory Services, Inc.
N/A—38-38-100%$6.0K———
Ameritas Investment Partners, Inc.
N/A—15-15-100%$2.4K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$157———
Showing 877 of 877 institutions