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Ishares Msci Eafe Small-Cap (SCZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,144,437 from 1,361,748
Change+3,782,689 (+278%)
Value$434.3M (+$322.3M)
Filed 2026-10-27
Creative Planning
DECREASED
Shares3,706,703 from 3,798,676
Change-91,973 (-2%)
Value$312.9M (+$402.8K)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares3,702,826 from 3,702,826
Change0 (0%)
Value$312.6M (+$8.0M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares2,904,558 from 2,987,961
Change-83,403 (-3%)
Value$245.2M (-$616.7K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares895,976 from 878,997
Change+16,979 (+2%)
Value$75.6M (+$3.3M)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares867,762 from 878,343
Change-10,581 (-1%)
Value$73.3M (+$995.2K)
Filed 2026-10-28
Financial Advisory Corp
DECREASED
Shares548,417 from 550,184
Change-1,767 (0%)
Value$46.3M (+$1.0M)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares531,373 from 559,265
Change-27,892 (-5%)
Value$44.9M (-$1.2M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares451,654 from 424,121
Change+27,533 (+6%)
Value$38.1M (+$3.2M)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares395,271 from 394,801
Change+470 (+0%)
Value$32.7M (+$137.6K)
Filed 2026-11-03
Bear Mountain Capital, Inc.
INCREASED
Shares356,686 from 343,768
Change+12,918 (+4%)
Value$29.8M (+$1.2M)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares355,367 from 369,979
Change-14,612 (-4%)
Value$30.0M (-$438.1K)
Filed 2026-10-16
Shakespeare Wealth Management, LLC
INCREASED
Shares312,160 from 307,098
Change+5,062 (+2%)
Value$26.4M (+$1.1M)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares299,026 from 304,597
Change-5,571 (-2%)
Value$25.2M (+$184.4K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares269,897 from 293,676
Change-23,779 (-8%)
Value$22.8M (-$1.4M)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares267,160 from 261,333
Change+5,827 (+2%)
Value$22.6M (+$1.1M)
Filed 2026-10-14
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares264,430 from 241,190
Change+23,240 (+10%)
Value$22.3M (+$2.5M)
Filed 2026-11-04
FSM Wealth Advisors, LLC
INCREASED
Shares257,914 from 239,967
Change+17,947 (+7%)
Value$21.5M (+$1.7M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares196,914 from 198,886
Change-1,972 (-1%)
Value$16.6M (+$261.1K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares196,639 from 201,948
Change-5,309 (-3%)
Value$16.6M (-$14.0K)
Filed 2026-10-30
Encompass Wealth Advisors, LLC
INCREASED
Shares195,398 from 93,904
Change+101,494 (+108%)
Value$16.5M (+$8.8M)
Filed 2026-10-15
RTD Financial Advisors, Inc.
DECREASED
Shares169,009 from 169,510
Change-501 (0%)
Value$14.3M (+$322.2K)
Filed 2026-10-09
Wealth Architects, LLC
DECREASED
Shares168,463 from 171,066
Change-2,603 (-2%)
Value$14.2M (+$148.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares165,943 from 95,940
Change+70,003 (+73%)
Value$14.0K (-$7.9M)
Filed 2026-11-02
Klingman & Associates, LLC
DECREASED
Shares154,941 from 155,240
Change-299 (0%)
Value$13.1M (+$308.5K)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
INCREASED
Shares148,998 from 147,709
Change+1,289 (+1%)
Value$12.6M (+$426.4K)
Filed 2026-11-04
Omega Financial Group, LLC
DECREASED
Shares142,015 from 142,432
Change-417 (0%)
Value$12.0M (+$271.0K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares140,652 from 136,727
Change+3,925 (+3%)
Value$11.9M (+$625.3K)
Filed 2026-10-28
Sound Stewardship, LLC
INCREASED
Shares140,536 from 137,157
Change+3,379 (+2%)
Value$11.9M (+$580.1K)
Filed 2026-10-14
Dorval Corp
INCREASED
Shares133,447 from 131,697
Change+1,750 (+1%)
Value$11.3M (+$430.9K)
Filed 2026-10-29
Brighton Jones LLC
DECREASED
Shares121,149 from 122,742
Change-1,593 (-1%)
Value$10.2M (+$129.5K)
Filed 2026-11-03
Fonville Wealth Management LLC
INCREASED
Shares120,443 from 118,451
Change+1,992 (+2%)
Value$10.2M (+$422.8K)
Filed 2026-10-28
Charles Schwab Trust Co
INCREASED
Shares113,421 from 113,154
Change+267 (+0%)
Value$9.6M (+$265.8K)
Filed 2026-10-15
Ifrah Financial Services, Inc.
DECREASED
Shares111,229 from 111,756
Change-527 (0%)
Value$9.4M (+$195.8K)
Filed 2026-10-13
LTG Capital LLC
INCREASED
Shares107,934 from 102,786
Change+5,148 (+5%)
Value$9.1M (+$655.6K)
Filed 2026-11-04
Sachem Hill LLC
DECREASED
Shares105,710 from 106,770
Change-1,060 (-1%)
Value$8.9M (+$140.8K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares105,643 from 102,065
Change+3,578 (+4%)
Value$8.8M (+$283.6K)
Filed 2026-10-13
Ocean Park Asset Management, LLC
UNCHANGED
Shares105,074 from 105,074
Change0 (0%)
Value$8.9M (+$225.9K)
Filed 2026-10-21
Brooklyn FI, LLC
INCREASED
Shares104,583 from 102,259
Change+2,324 (+2%)
Value$8.8M (+$313.9K)
Filed 2026-11-05
Arvest Investments, Inc.
INCREASED
Shares99,253 from 98,417
Change+836 (+1%)
Value$8.4M (+$282.2K)
Filed 2026-10-21
IFG Advisors, LLC
DECREASED
Shares94,816 from 99,986
Change-5,170 (-5%)
Value$8.0M (-$221.4K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares91,716 from 86,465
Change+5,251 (+6%)
Value$7.7M (+$620.8K)
Filed 2026-11-05
Bank of Stockton
DECREASED
Shares88,478 from 88,871
Change-393 (0%)
Value$7.5M (+$157.9K)
Filed 2026-10-20
Beam Wealth Advisors, Inc.
INCREASED
Shares85,705 from 81,014
Change+4,691 (+6%)
Value$7.2M (+$570.2K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares81,368 from 78,164
Change+3,204 (+4%)
Value$6.9M (+$438.5K)
Filed 2026-10-27
Blueline Advisors LLC
DECREASED
Shares80,568 from 81,096
Change-528 (-1%)
Value$6.8M (+$129.8K)
Filed 2026-10-15
Cornerstone Management, Inc.
INCREASED
Shares80,165 from 73,520
Change+6,645 (+9%)
Value$6.8M (+$719.0K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares75,135 from 72,294
Change+2,841 (+4%)
Value$6.3M (+$395.2K)
Filed 2026-10-27
My Personal CFO, LLC
INCREASED
Shares74,863 from 72,844
Change+2,019 (+3%)
Value$6.3M (+$327.1K)
Filed 2026-10-14
Washington Trust Bank
INCREASED
Shares72,157 from 68,611
Change+3,546 (+5%)
Value$6.1M (+$446.9K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares65,685 from 66,846
Change-1,161 (-2%)
Value$5.5M (+$45.7K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares64,859 from 62,336
Change+2,523 (+4%)
Value$5.5M (+$347.0K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares64,329 from 53,741
Change+10,588 (+20%)
Value$5.4M (+$1.0M)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares64,152 from 63,895
Change+257 (+0%)
Value$5.4M (+$159.1K)
Filed 2026-11-03
Shore Point Advisors, LLC
DECREASED
Shares63,709 from 63,860
Change-151 (0%)
Value$5.4M (+$124.5K)
Filed 2026-10-14
Auto-Owners Insurance Co
INCREASED
Shares57,700 from 52,300
Change+5,400 (+10%)
Value$4.9M (+$565.6K)
Filed 2026-10-15
Endowment Wealth Management, Inc.
INCREASED
Shares54,725 from 50,158
Change+4,567 (+9%)
Value$4.6M (+$493.4K)
Filed 2026-11-03
Cooke Wealth Management, LLC
INCREASED
Shares54,594 from 54,179
Change+415 (+1%)
Value$4.6M (+$151.5K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares53,678 from 54,638
Change-960 (-2%)
Value$4.5M (+$36.4K)
Filed 2026-11-05
Goldstein Advisors, LLC
DECREASED
Shares51,592 from 54,262
Change-2,670 (-5%)
Value$4.4M (-$108.7K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares51,397 from 48,992
Change+2,405 (+5%)
Value$4.3K (-$4.0M)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares48,793 from 48,846
Change-53 (0%)
Value$4.1M (+$100.5K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares46,478 from 46,221
Change+257 (+1%)
Value$3.9M (+$121.1K)
Filed 2026-10-16
Waldron Private Wealth LLC
DECREASED
Shares45,703 from 46,015
Change-312 (-1%)
Value$3.9M (+$72.6K)
Filed 2026-11-02
Investors Research Corp
DECREASED
Shares44,612 from 56,196
Change-11,584 (-21%)
Value$3.8M (-$857.1K)
Filed 2026-10-07
Aspiriant, LLC
DECREASED
Shares44,296 from 45,220
Change-924 (-2%)
Value$3.7M (+$19.1K)
Filed 2026-10-16
James J. Burns & Company, LLC
INCREASED
Shares44,280 from 42,698
Change+1,582 (+4%)
Value$3.7M (+$225.4K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares43,010 from 41,895
Change+1,115 (+3%)
Value$3.6M (+$184.2K)
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares42,948 from 71,309
Change-28,361 (-40%)
Value$3.6M (-$2.2M)
Filed 2026-10-22
Narus Financial Partners, LLC
DECREASED
Shares42,493 from 43,185
Change-692 (-2%)
Value$3.6M (+$34.4K)
Filed 2026-10-19
Creekside Partners
DECREASED
Shares41,915 from 42,843
Change-928 (-2%)
Value$3.5M (+$13.8K)
Filed 2026-11-04
Foundation Wealth Management, LLC
DECREASED
Shares40,069 from 46,093
Change-6,024 (-13%)
Value$3.4M (-$409.5K)
Filed 2026-10-22
Eagle Strategies LLC
INCREASED
Shares40,069 from 39,702
Change+367 (+1%)
Value$3.4M (+$116.3K)
Filed 2026-10-16
Pinnacle Associates LTD
DECREASED
Shares39,453 from 40,465
Change-1,012 (-2%)
Value$3.3M (+$1.6K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares38,913 from 36,111
Change+2,802 (+8%)
Value$3.3M (+$314.2K)
Filed 2026-11-02
Partnership Wealth Management, LLC
DECREASED
Shares37,620 from 38,716
Change-1,096 (-3%)
Value$3.2M (-$9.3K)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares37,592 from 31,094
Change+6,498 (+21%)
Value$3.2M (+$615.3K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares35,933 from 34,412
Change+1,521 (+4%)
Value$3.0M (+$335.2K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares35,701 from 34,519
Change+1,182 (+3%)
Value$3.0M (+$174.0K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares35,598 from 36,048
Change-450 (-1%)
Value$3.0M (+$39.5K)
Filed 2026-10-23
Probity Advisors, Inc.
INCREASED
Shares35,411 from 35,087
Change+324 (+1%)
Value$3.0M (+$102.8K)
Filed 2026-10-23
LexAurum Advisors, LLC
NEW
Shares35,188
Change+35,188
Value$3.0M
Filed 2026-10-19
Abacus Planning Group, Inc.
DECREASED
Shares35,043 from 35,084
Change-41 (0%)
Value$3.0M (+$71.9K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares34,662 from 34,676
Change-14 (0%)
Value$2.9M (+$73.4K)
Filed 2026-10-28
BIP Wealth, LLC
DECREASED
Shares34,635 from 35,635
Change-1,000 (-3%)
Value$2.9M (-$7.8K)
Filed 2026-10-22
Reston Wealth Management LLC
INCREASED
Shares34,213 from 32,366
Change+1,847 (+6%)
Value$2.9M (+$225.5K)
Filed 2026-10-29
Noble Family Wealth, LLC
DECREASED
Shares33,976 from 34,131
Change-155 (0%)
Value$2.9M (+$60.3K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares33,898 from 32,889
Change+1,009 (+3%)
Value$2.9M (+$155.9K)
Filed 2026-10-09
Sincerus Advisory, LLC
INCREASED
Shares32,247 from 30,679
Change+1,568 (+5%)
Value$2.7M (+$198.4K)
Filed 2026-10-09
Coyle Financial Counsel LLC
INCREASED
Shares31,881 from 29,265
Change+2,616 (+9%)
Value$2.7M (+$283.8K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares31,845 from 31,845
Change0 (0%)
Value$2.7M (+$68.5K)
Filed 2026-10-30
Acropolis Investment Management, LLC
DECREASED
Shares31,810 from 33,125
Change-1,315 (-4%)
Value$2.7M (-$39.8K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares31,752 from 10,974
Change+20,778 (+189%)
Value$2.7M (+$1.7M)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED
Shares31,677 from 3,795
Change+27,882 (+735%)
Value$2.6M (+$2.3M)
Filed 2026-11-04
NTV Asset Management LLC
UNCHANGED
Shares31,550 from 31,550
Change0 (0%)
Value$2.7M (+$67.8K)
Filed 2026-10-23
Canopy Partners, LLC
UNCHANGED
Shares30,908 from 30,908
Change0 (0%)
Value$2.6M (+$66.5K)
Filed 2026-10-28
Droms Strauss Advisors Inc
DECREASED
Shares30,802 from 31,194
Change-392 (-1%)
Value$2.6M (+$33.9K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares30,008 from 33,493
Change-3,485 (-10%)
Value$2.5M (-$222.2K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
DECREASED
Shares29,707 from 30,040
Change-333 (-1%)
Value$2.5M (+$36.5K)
Filed 2026-10-14
Foundation Wealth Management, Llc\pa
DECREASED
Shares29,695 from 31,049
Change-1,354 (-4%)
Value$2.5M (-$47.5K)
Filed 2026-10-14
Prosperity Planning, Inc.
DECREASED
Shares29,606 from 30,107
Change-501 (-2%)
Value$2.5M (+$22.4K)
Filed 2026-10-09
Avior Wealth Management, LLC
DECREASED
Shares28,591 from 35,806
Change-7,215 (-20%)
Value$2.4M (-$532.3K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares28,224 from 27,090
Change+1,134 (+4%)
Value$2.4M (+$154.0K)
Filed 2026-10-14
American Financial & TAX Strategies Inc
DECREASED
Shares26,836 from 26,959
Change-123 (0%)
Value$2.3M (+$47.6K)
Filed 2026-10-16
Aire Advisors, LLC
INCREASED
Shares26,745 from 26,677
Change+68 (+0%)
Value$2.3M (+$63.1K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares24,901 from 25,486
Change-585 (-2%)
Value$2.1M (+$5.2K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares24,775 from 20,875
Change+3,900 (+19%)
Value$2.1M (+$374.2K)
Filed 2026-10-27
Simon Quick Advisors, LLC
DECREASED
Shares23,820 from 28,303
Change-4,483 (-16%)
Value$2.0M (-$317.6K)
Filed 2026-10-26
Frontier Asset Management, LLC
DECREASED
Shares23,764 from 131,519
Change-107,755 (-82%)
Value$2.0M (-$8.8M)
Filed 2026-10-28
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares23,024 from 23,024
Change0 (0%)
Value$1.9M (+$49.5K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares22,380 from 23,929
Change-1,549 (-6%)
Value$1.9M (-$79.3K)
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED
Shares22,245 from 21,174
Change+1,071 (+5%)
Value$1.9M (+$135.9K)
Filed 2026-10-22
Midwest Trust Co
DECREASED
Shares21,157 from 21,166
Change-9 (0%)
Value$1.8M (+$44.7K)
Filed 2026-10-22
Trust Co of the South
UNCHANGED
Shares21,035 from 21,035
Change0 (0%)
Value$1.8M (+$45.2K)
Filed 2026-10-21
Evanson Financial, LLC
DECREASED
Shares20,861 from 20,966
Change-105 (0%)
Value$1.8M (+$36.3K)
Filed 2026-10-23
Intergy Private Wealth, LLC
UNCHANGED
Shares19,656 from 19,656
Change0 (0%)
Value$1.7M (+$42.3K)
Filed 2026-10-16
Birch Financial Group, LLC
INCREASED
Shares19,469 from 19,243
Change+226 (+1%)
Value$1.6M (+$60.5K)
Filed 2026-10-27
Lee Financial Co
UNCHANGED
Shares19,245 from 19,245
Change0 (0%)
Value$1.6M (+$41.4K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares19,181 from 19,960
Change-779 (-4%)
Value$1.6M (-$22.9K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares19,114 from 18,267
Change+847 (+5%)
Value$1.6M (+$110.8K)
Filed 2026-11-03
GEM Asset Management, LLC
INCREASED
Shares17,705 from 17,671
Change+34 (+0%)
Value$1.5M (+$40.9K)
Filed 2026-10-13
Guidance Point Advisors, LLC
INCREASED
Shares17,641 from 17,301
Change+340 (+2%)
Value$1.5M (+$65.9K)
Filed 2026-10-15
Quadrant Capital Group LLC
DECREASED
Shares17,526 from 18,126
Change-600 (-3%)
Value$1.5M (-$19.9K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares17,069 from 17,162
Change-93 (-1%)
Value$1.4M (+$29.1K)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
DECREASED
Shares16,728 from 16,913
Change-185 (-1%)
Value$1.4M (+$20.7K)
Filed 2026-10-05
Harbor Investment Advisory, LLC
INCREASED
Shares16,721 from 16,599
Change+122 (+1%)
Value$1.4M (+$46.0K)
Filed 2026-10-13
Squire Investment Management Company, LLC
INCREASED
Shares16,700 from 16,336
Change+364 (+2%)
Value$1.4M (+$65.9K)
Filed 2026-11-03
Sterling Financial Planning, Inc.
INCREASED
Shares16,070 from 15,997
Change+73 (+0%)
Value$1.4M (+$40.6K)
Filed 2026-10-28
Monument Group Wealth Advisors, LLC
DECREASED
Shares15,758 from 15,879
Change-121 (-1%)
Value$1.3M (+$23.9K)
Filed 2026-10-21
BayBridge Capital Group, LLC
INCREASED
Shares15,298 from 13,563
Change+1,735 (+13%)
Value$1.3M (+$175.6K)
Filed 2026-10-13
Great Point Wealth Advisors, LLC
UNCHANGED
Shares15,052 from 15,052
Change0 (0%)
Value$1.3M (+$32.4K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares15,019 from 14,825
Change+194 (+1%)
Value$1.3M (+$48.2K)
Filed 2026-10-21
Wealthcare Capital Management LLC
DECREASED
Shares14,975 from 15,219
Change-244 (-2%)
Value$1.3M (+$12.1K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED
Shares14,734 from 17,154
Change-2,420 (-14%)
Value$1.2M (-$167.4K)
Filed 2026-11-02
Berkeley, Inc
UNCHANGED
Shares14,218 from 14,218
Change0 (0%)
Value$1.2M (+$30.6K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares14,080 from 13,126
Change+954 (+7%)
Value$1.2M (+$108.8K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares14,016 from 15,283
Change-1,267 (-8%)
Value$1.2M (-$74.1K)
Filed 2026-10-08
Kelly Financial Group LLC
INCREASED
Shares13,992 from 13,955
Change+37 (+0%)
Value$1.2M (+$33.1K)
Filed 2026-10-16
Aletheian Wealth Advisors LLC
DECREASED
Shares13,908 from 13,967
Change-59 (0%)
Value$1.2M (+$25.0K)
Filed 2026-10-08
Wealthcare Capital Partners, LLC
INCREASED
Shares13,820 from 11,519
Change+2,301 (+20%)
Value$1.2M (+$219.0K)
Filed 2026-10-21
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares13,491 from 13,520
Change-29 (0%)
Value$1.1M (+$26.6K)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares13,273 from 12,874
Change+399 (+3%)
Value$1.1M (+$31.4K)
Filed 2026-10-09
Bokf, NA
DECREASED
Shares13,245 from 13,298
Change-53 (0%)
Value$1.1M (+$24.1K)
Filed 2026-10-27
Compound Planning, Inc.
DECREASED
Shares13,120 from 20,774
Change-7,654 (-37%)
Value$1.1M (-$601.5K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares12,479 from 12,900
Change-421 (-3%)
Value$1.1M (-$7.8K)
Filed 2026-10-20
Interchange Capital Partners, LLC
DECREASED
Shares12,357 from 12,388
Change-31 (0%)
Value$1.0M (+$24.0K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED
Shares11,717 from 12,054
Change-337 (-3%)
Value$989.1K (-$2.5K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,691 from 8,023
Change+3,668 (+46%)
Value$987.0K (+$326.9K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares11,479 from 9,726
Change+1,753 (+18%)
Value$969.1K (+$168.9K)
Filed 2026-10-23
Busey Bank
DECREASED
Shares11,423 from 11,563
Change-140 (-1%)
Value$964.3K (+$13.0K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares11,173 from 9,497
Change+1,676 (+18%)
Value$943.2K (+$161.9K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares11,058 from 12,928
Change-1,870 (-14%)
Value$933.5K (-$130.1K)
Filed 2026-10-28
Independence Bank of Kentucky
UNCHANGED
Shares10,807 from 10,807
Change0 (0%)
Value$912.3K (+$23.2K)
Filed 2026-10-26
Family Wealth Partners, LLC
DECREASED
Shares10,799 from 10,803
Change-4 (0%)
Value$911.6K (+$22.9K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
UNCHANGED
Shares10,412 from 10,412
Change0 (0%)
Value$879.0K (+$22.4K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares10,411 from 9,675
Change+736 (+8%)
Value$878.9K (+$82.9K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares10,291 from 9,840
Change+451 (+5%)
Value$868.8K (+$59.2K)
Filed 2026-10-26
21 West Wealth Management LLC
INCREASED
Shares9,929 from 9,759
Change+170 (+2%)
Value$838.2K (+$35.3K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares9,680 from 9,680
Change0 (0%)
Value$817.2K (-$23.7M)
Filed 2026-11-03
Elyxium Wealth, LLC
UNCHANGED
Shares9,654 from 9,654
Change0 (0%)
Value$815.0K (+$20.8K)
Filed 2026-10-27
Donor Advised Charitable Giving, Inc.
INCREASED
Shares9,273 from 8,988
Change+285 (+3%)
Value$782.8K (+$43.4K)
Filed 2026-10-28
RF&L Wealth Management, LLC
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$780.9K (+$19.9K)
Filed 2026-10-20
LAM Group, Inc.
UNCHANGED
Shares9,155 from 9,155
Change0 (0%)
Value$772.9K (+$19.7K)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
UNCHANGED
Shares9,138 from 9,138
Change0 (0%)
Value$771.4K (+$19.6K)
Filed 2026-10-16
Dala Group, LLC
UNCHANGED
Shares8,990 from 8,990
Change0 (0%)
Value$758.9K (+$19.3K)
Filed 2026-10-29
Asset Dedication, LLC
INCREASED
Shares8,987 from 8,806
Change+181 (+2%)
Value$758.7K (+$34.2K)
Filed 2026-11-03
Harbor Group, Inc.
DECREASED
Shares8,847 from 9,212
Change-365 (-4%)
Value$746.9K (-$11.0K)
Filed 2026-10-14
Global View Capital Management LLC
INCREASED
Shares8,779 from 7,924
Change+855 (+11%)
Value$741.1K (+$89.2K)
Filed 2026-10-28
Forum Financial Management, LP
UNCHANGED
Shares8,727 from 8,727
Change0 (0%)
Value$736.7K (+$18.8K)
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares8,454 from 8,454
Change0 (0%)
Value$713.7K (+$18.2K)
Filed 2026-10-26
William Howard & Co Financial Advisors Inc
DECREASED
Shares8,446 from 8,447
Change-1 (0%)
Value$713.0K (+$18.2K)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares8,372 from 7,886
Change+486 (+6%)
Value$706.8K (+$58.0K)
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares8,153 from 8,646
Change-493 (-6%)
Value$688.3K (-$23.0K)
Filed 2026-10-21
DMC Group, LLC
DECREASED
Shares8,105 from 8,265
Change-160 (-2%)
Value$684.2K (+$4.3K)
Filed 2026-10-26
Johnson Financial Group, LLC
DECREASED
Shares8,063 from 8,113
Change-50 (-1%)
Value$680.7K (+$13.2K)
Filed 2026-11-03
Brucke Financial, Inc.
DECREASED
Shares7,969 from 7,986
Change-17 (0%)
Value$672.7K (+$15.7K)
Filed 2026-10-23
Cutler Investment Counsel LLC
DECREASED
Shares7,788 from 7,819
Change-31 (0%)
Value$657.5K (+$14.2K)
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares7,771 from 7,522
Change+249 (+3%)
Value$656.1K (+$37.2K)
Filed 2026-10-21
Redw Wealth LLC
DECREASED
Shares7,757 from 9,353
Change-1,596 (-17%)
Value$654.8K (-$114.6K)
Filed 2026-11-02
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares7,579 from 7,579
Change0 (0%)
Value$639.8K (+$16.3K)
Filed 2026-10-05
Strategic Blueprint, LLC
DECREASED
Shares7,560 from 7,738
Change-178 (-2%)
Value$638.2K (+$1.6K)
Filed 2026-10-22
Financial Harvest, LLC
INCREASED
Shares7,547 from 7,534
Change+13 (+0%)
Value$637.1K (+$17.3K)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares7,278 from 7,390
Change-112 (-2%)
Value$614.4K (+$6.4K)
Filed 2026-10-30
Rebalance, LLC
UNCHANGED
Shares7,205 from 7,205
Change0 (0%)
Value$608.2K (+$15.5K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares6,981 from 6,981
Change0 (0%)
Value$589.4K (+$15.0K)
Filed 2026-10-15
Morton Capital Management LLC
UNCHANGED
Shares6,973 from 6,973
Change0 (0%)
Value$588.6K (+$15.0K)
Filed 2026-10-23
GFS Advisors, LLC
DECREASED
Shares6,906 from 6,981
Change-75 (-1%)
Value$583.0K (+$253.1K)
Filed 2026-11-03
Tranquility Partners, LLC
UNCHANGED
Shares6,837 from 6,837
Change0 (0%)
Value$577.2K (+$14.7K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
INCREASED
Shares6,778 from 6,361
Change+417 (+7%)
Value$572.2K (+$48.9K)
Filed 2026-10-22
Courage Miller Partners, LLC
INCREASED
Shares6,739 from 6,607
Change+132 (+2%)
Value$568.9K (+$25.4K)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
DECREASED
Shares6,728 from 9,043
Change-2,315 (-26%)
Value$568.0K (-$176.0K)
Filed 2026-10-09
May Hill Capital, LLC
DECREASED
Shares6,583 from 6,872
Change-289 (-4%)
Value$555.8K (-$9.6K)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares6,528 from 6,826
Change-298 (-4%)
Value$551.1K (-$10.5K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,516 from 2,894
Change+3,622 (+125%)
Value$550.1K (+$312.0K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares6,422 from 5,852
Change+570 (+10%)
Value$542.1K (+$60.7K)
Filed 2026-10-27
Thompson Siegel & Walmsley LLC
INCREASED
Shares6,342 from 6,219
Change+123 (+2%)
Value$535.0K (+$23.0K)
Filed 2026-11-05
Brickley Wealth Management
INCREASED
Shares6,144 from 6,143
Change+1 (+0%)
Value$518.7K (+$13.3K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares5,987 from 5,441
Change+546 (+10%)
Value$505.4K (+$57.8K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares5,874 from 5,972
Change-98 (-2%)
Value$495.9K (+$4.6K)
Filed 2026-10-13
Phillip James Consulting Co.
NEW
Shares5,707
Change+5,707
Value$481.8K
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares5,639 from 5,273
Change+366 (+7%)
Value$476.0K (+$42.2K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
DECREASED
Shares5,558 from 5,590
Change-32 (-1%)
Value$469.2K (+$9.3K)
Filed 2026-10-20
Integrated Advisors Network LLC
INCREASED
Shares5,532 from 5,464
Change+68 (+1%)
Value$467.0K (+$17.5K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
DECREASED
Shares5,530 from 6,108
Change-578 (-9%)
Value$466.8K (-$35.7K)
Filed 2026-10-13
Michael Brady & Co., LLC
UNCHANGED
Shares5,449 from 5,449
Change0 (0%)
Value$460.0K (+$11.7K)
Filed 2026-10-23
Montecito Bank & Trust
UNCHANGED
Shares5,436 from 5,436
Change0 (0%)
Value$458.9K (+$11.7K)
Filed 2026-10-01
Discipline Wealth Solutions, LLC
INCREASED
Shares5,414 from 5,380
Change+34 (+1%)
Value$457.0K (+$14.4K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares5,386 from 4,509
Change+877 (+19%)
Value$446.0K (+$74.8K)
Filed 2026-11-04
Index Fund Advisors, Inc.
DECREASED
Shares5,385 from 6,188
Change-803 (-13%)
Value$454.6K (-$54.5K)
Filed 2026-11-05
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares5,280 from 5,255
Change+25 (+0%)
Value$445.7K (+$13.4K)
Filed 2026-10-16
Keybank National Association
DECREASED
Shares5,185 from 12,578
Change-7,393 (-59%)
Value$437.7K (-$597.1K)
Filed 2026-11-04
ARK & TLK Investments, LLC
UNCHANGED
Shares5,069 from 5,069
Change0 (0%)
Value$427.9K (+$10.9K)
Filed 2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares4,971 from 4,820
Change+151 (+3%)
Value$419.7K (+$23.1K)
Filed 2026-10-27
Compass Ion Advisors, LLC
DECREASED
Shares4,953 from 5,043
Change-90 (-2%)
Value$418.2K (+$3.3K)
Filed 2026-10-23
Uptick Partners, LLC
INCREASED
Shares4,844 from 4,713
Change+131 (+3%)
Value$408.9K (+$21.2K)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares4,794 from 4,386
Change+408 (+9%)
Value$404.7K (+$43.9K)
Filed 2026-11-05
KFA Private Wealth Group, LLC
DECREASED
Shares4,691 from 5,044
Change-353 (-7%)
Value$396.0K (-$19.0K)
Filed 2026-10-07
Biltmore Family Office, LLC
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$393.8K (+$10.0K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares4,580 from 4,572
Change+8 (+0%)
Value$386.6K (+$10.5K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
UNCHANGED
Shares4,568 from 4,568
Change0 (0%)
Value$385.6K (+$9.8K)
Filed 2026-10-21
LongView Wealth Management
INCREASED
Shares4,535 from 4,414
Change+121 (+3%)
Value$382.8K (+$19.7K)
Filed 2026-10-19
Winnacle Wealth LLC
DECREASED
Shares4,465 from 6,177
Change-1,712 (-28%)
Value$377.0K (-$131.2K)
Filed 2026-10-15
Factor Wealth Management LTD
UNCHANGED
Shares4,443 from 4,443
Change0 (0%)
Value$375.1K (+$9.6K)
Filed 2026-10-08
Fiduciary Advisors, Inc.
DECREASED
Shares4,421 from 4,626
Change-205 (-4%)
Value$373.2K (-$7.4K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares4,410 from 5,013
Change-603 (-12%)
Value$372 (-$411.6K)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED
Shares4,395 from 4,425
Change-30 (-1%)
Value$371.0K (+$7.0K)
Filed 2026-10-08
Embree Financial Group
DECREASED
Shares4,372 from 4,403
Change-31 (-1%)
Value$369.1K (+$6.8K)
Filed 2026-10-22
Collective Family Office LLC
DECREASED
Shares4,264 from 4,299
Change-35 (-1%)
Value$360.0K (+$6.3K)
Filed 2026-10-05
Rockingstone Advisors LLC
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$358.4K (+$9.1K)
Filed 2026-10-16
Belleair Asset Management, LLC
UNCHANGED
Shares4,203 from 4,203
Change0 (0%)
Value$354.8K (+$9.0K)
Filed 2026-11-03
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares4,192 from 4,192
Change0 (0%)
Value$353.9K (+$9.0K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
UNCHANGED
Shares4,161 from 4,161
Change0 (0%)
Value$351.3K (+$8.9K)
Filed 2026-10-08
Vannoy Advisory Group, Inc.
UNCHANGED
Shares4,086 from 4,086
Change0 (0%)
Value$344.9K (+$8.8K)
Filed 2026-10-13
Wealth Preservation Advisors, LLC
UNCHANGED
Shares4,063 from 4,063
Change0 (0%)
Value$343.0K (+$8.7K)
Filed 2026-11-05
Armstrong, Fleming & Moore, Inc
DECREASED
Shares4,037 from 4,616
Change-579 (-13%)
Value$340.8K (-$39.0K)
Filed 2026-10-28
Latitude Advisors, LLC
DECREASED
Shares3,980 from 4,201
Change-221 (-5%)
Value$336.0K (-$9.6K)
Filed 2026-10-27
Eagle Rock Investment Company, LLC
INCREASED
Shares3,958 from 3,801
Change+157 (+4%)
Value$334.1K (+$21.4K)
Filed 2026-10-21
Guidance Capital, Inc
INCREASED
Shares3,906 from 2,411
Change+1,495 (+62%)
Value$325.6K (+$124.7K)
Filed 2026-11-03
RFG Advisory, LLC
NEW
Shares3,869
Change+3,869
Value$326.6K
Filed 2026-11-03
Upper Left Wealth Management, LLC
INCREASED
Shares3,847 from 3,498
Change+349 (+10%)
Value$324.8K (+$37.0K)
Filed 2026-10-14
MFA Wealth Services
DECREASED
Shares3,801 from 3,919
Change-118 (-3%)
Value$320.9K (-$1.5K)
Filed 2026-10-14
Truefg, LLC
DECREASED
Shares3,771 from 3,980
Change-209 (-5%)
Value$318.3K (-$9.1K)
Filed 2026-10-15
Sigma Investment Counselors Inc
NEW
Shares3,685
Change+3,685
Value$311.1K
Filed 2026-10-27
Stevens Capital Partners
DECREASED
Shares3,678 from 3,696
Change-18 (0%)
Value$310.5K (+$6.4K)
Filed 2026-10-29
Meridian Financial Advisors, LLC
UNCHANGED
Shares3,675 from 3,675
Change0 (0%)
Value$310.3K (+$7.9K)
Filed 2026-10-14
Dynamic Financial Group
INCREASED
Shares3,595 from 3,577
Change+18 (+1%)
Value$303.5K (+$9.2K)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$302.6K (+$7.7K)
Filed 2026-10-07
First Interstate Bank
DECREASED
Shares3,536 from 3,700
Change-164 (-4%)
Value$298.5K (-$5.9K)
Filed 2026-10-23
Greenspring Advisors, LLC
UNCHANGED
Shares3,536 from 3,536
Change0 (0%)
Value$298.5K (+$7.6K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares3,504 from 3,504
Change0 (0%)
Value$295.8K (+$7.5K)
Filed 2026-11-02
Lpwm LLC
DECREASED
Shares3,481 from 3,489
Change-8 (0%)
Value$293.9K (+$6.8K)
Filed 2026-10-20
rebel Financial LLC
DECREASED
Shares3,459 from 45,034
Change-41,575 (-92%)
Value$292.0K (-$3.4M)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares3,446 from 3,323
Change+123 (+4%)
Value$286.7K (+$10.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares3,446 from 3,323
Change+123 (+4%)
Value$286.7K (+$10.0K)
Filed 2026-10-20
Stone Summit Wealth LLC
DECREASED
Shares3,446 from 3,483
Change-37 (-1%)
Value$290.9K (+$4.4K)
Filed 2026-10-14
Root Financial Partners, LLC
INCREASED
Shares3,445 from 3,392
Change+53 (+2%)
Value$290.9K (+$11.8K)
Filed 2026-10-21
Willow Creek Wealth Management Inc.
UNCHANGED
Shares3,429 from 3,429
Change0 (0%)
Value$289.5K (+$7.4K)
Filed 2026-10-26
Columbus Macro, LLC
DECREASED
Shares3,426 from 3,528
Change-102 (-3%)
Value$289.3K (-$985)
Filed 2026-10-14
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$282.8K (+$7.2K)
Filed 2026-10-23
Davidson Trust Co
UNCHANGED
Shares3,335 from 3,335
Change0 (0%)
Value$281.5K (+$7.2K)
Filed 2026-10-09
Sentinel Advisory Group, LLC
DECREASED
Shares3,307 from 3,323
Change-16 (0%)
Value$279.2K (+$5.8K)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares3,248 from 3,268
Change-20 (-1%)
Value$274.0K (+$5.0K)
Filed 2026-11-05
Trust Co of Vermont
DECREASED
Shares3,233 from 3,483
Change-250 (-7%)
Value$272.9K (-$13.6K)
Filed 2026-10-21
Granite Islands Private Wealth, LLC
NEW
Shares3,225
Change+3,225
Value$272.2K
Filed 2026-10-16
Segment Wealth Management, LLC
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$267.6K (+$6.8K)
Filed 2026-10-26
Bestgate Wealth Advisors, LLC
DECREASED
Shares3,126 from 3,575
Change-449 (-13%)
Value$263.9K (-$30.2K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares3,070 from 3,075
Change-5 (0%)
Value$259.2K (+$6.3K)
Filed 2026-10-08
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares3,054 from 3,054
Change0 (0%)
Value$253.7K (-$61)
Filed 2026-10-21
Aurelius Family Office LLC
UNCHANGED
Shares3,049 from 3,049
Change0 (0%)
Value$257.4K (+$6.6K)
Filed 2026-10-23
Linscomb Wealth, Inc.
UNCHANGED
Shares3,044 from 3,044
Change0 (0%)
Value$257.0K (+$6.5K)
Filed 2026-11-05
Anchor Capital Advisors LLC
NEW
Shares3,042
Change+3,042
Value$256.8K
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares3,018 from 3,163
Change-145 (-5%)
Value$254.8K (-$5.4K)
Filed 2026-11-04
Colorado Capital Management, Inc.
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$255 (+$7)
Filed 2026-10-15
Aspect Partners, LLC
DECREASED
Shares2,993 from 3,111
Change-118 (-4%)
Value$252.7K (-$3.3K)
Filed 2026-10-20
Heck Capital Advisors, LLC
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$249.9K (+$6.4K)
Filed 2026-10-14
Prospera Capital Management, LLC
UNCHANGED
Shares2,959 from 2,959
Change0 (0%)
Value$249.8K (-$829)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares2,932 from 2,853
Change+79 (+3%)
Value$244.8K (+$10.1K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,907 from 2,938
Change-31 (-1%)
Value$245.4K (+$3.7K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
NEW
Shares2,886
Change+2,886
Value$243.6K
Filed 2026-11-05
Michels Family Financial, LLC
DECREASED
Shares2,866 from 2,960
Change-94 (-3%)
Value$242.0K (-$1.5K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$240.6K (+$6.1K)
Filed 2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED
Shares2,747 from 2,747
Change0 (0%)
Value$231.9K (+$5.9K)
Filed 2026-10-13
Montis Financial, LLC
DECREASED
Shares2,659 from 2,675
Change-16 (-1%)
Value$224.5K (+$4.4K)
Filed 2026-11-04
Naples Global Advisors, LLC
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$223.5K (+$5.7K)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$222.7K (+$5.7K)
Filed 2026-10-26
Greenleaf Trust
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$222.2K (+$5.7K)
Filed 2026-10-29
One Way Holdings LLC
NEW
Shares2,619
Change+2,619
Value$221.1K
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares2,618 from 2,605
Change+13 (+1%)
Value$217.8K (+$3.5K)
Filed 2026-10-15
Lynx Investment Advisory
INCREASED
Shares2,602 from 2,468
Change+134 (+5%)
Value$219.7K (+$16.6K)
Filed 2026-10-27
Canandaigua National Trust Co of Florida
NEW
Shares2,550
Change+2,550
Value$215.3K
Filed 2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED
Shares2,523 from 2,544
Change-21 (-1%)
Value$213.0K (+$3.7K)
Filed 2026-11-04
Gemmer Asset Management LLC
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$208.3K (+$5.3K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
NEW
Shares2,401
Change+2,401
Value$202.7K
Filed 2026-10-13
Princeton Global Asset Management LLC
UNCHANGED
Shares2,399 from 2,399
Change0 (0%)
Value$202.5K (+$5.2K)
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$197.0K (+$5.0K)
Filed 2026-10-19
William Mack & Associates, Inc.
NEW
Shares2,050
Change+2,050
Value$173.1K
Filed 2026-10-27
AlphaCore Capital LLC
UNCHANGED
Shares1,945 from 1,945
Change0 (0%)
Value$164.2K (+$4.2K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,909 from 1,909
Change0 (0%)
Value$161.2K (+$4.1K)
Filed 2026-10-20
City Holding Co
INCREASED
Shares1,900 from 1,700
Change+200 (+12%)
Value$160.4K (+$20.5K)
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$160.4K (+$4.1K)
Filed 2026-11-02
Miller Global Investments, LLC
UNCHANGED
Shares1,843 from 1,843
Change0 (0%)
Value$155.6K (+$4.0K)
Filed 2026-10-02
Cdkv Holdings LLC
INCREASED
Shares1,796 from 1,766
Change+30 (+2%)
Value$151.7K (+$6.3K)
Filed 2026-10-28
TFC Financial Management, Inc.
INCREASED
Shares1,771 from 1,726
Change+45 (+3%)
Value$149.5K (+$7.5K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$143.1K (+$3.6K)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$138.3K (+$3.5K)
Filed 2026-10-15
Highline Wealth Partners LLC
DECREASED
Shares1,565 from 1,787
Change-222 (-12%)
Value$132.1K (-$14.9K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares1,507 from 1,469
Change+38 (+3%)
Value$127.2K (+$6.4K)
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$125.0K (+$3.2K)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares1,419 from 1,614
Change-195 (-12%)
Value$119.8K (-$13.0K)
Filed 2026-10-26
Grove Bank & Trust
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$95.4K (+$2.4K)
Filed 2026-10-08
Acumen Wealth Advisors, LLC
NEW
Shares1,123
Change+1,123
Value$94.8K
Filed 2026-11-05
Burkett Financial Services, LLC
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$94.8K (+$2.4K)
Filed 2026-10-01
Private Trust Co NA
DECREASED
Shares1,097 from 1,129
Change-32 (-3%)
Value$92.6K (-$274)
Filed 2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$91.9K (+$2.3K)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$87.8K (+$2.1K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares1,002 from 1,439
Change-437 (-30%)
Value$84.6K (-$33.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares983 from 1,209
Change-226 (-19%)
Value$83.0K (-$16.5K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$82.4K (+$2.1K)
Filed 2026-10-07
Capital Advisors, Ltd. LLC
DECREASED
Shares975 from 1,254
Change-279 (-22%)
Value$82 (-$21)
Filed 2026-10-27
Old Second National Bank of Aurora
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$77.8K (+$2.0K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares889
Change+889
Value$75.0K
Filed 2026-10-19
Clayton Financial Group LLC
NEW
Shares865
Change+865
Value$73.0K
Filed 2026-10-13
Compagnie Lombard Odier SCmA
NEW
Shares856
Change+856
Value$72.3K
Filed 2026-11-04
Bell Investment Advisors, Inc
INCREASED
Shares852 from 70
Change+782 (+1117%)
Value$71.9K (+$66.2K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$70.7K (+$1.8K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares812 from 606
Change+206 (+34%)
Value$68.5K (+$18.7K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$65.0K (+$1.7K)
Filed 2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$64.4K (+$1.6K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$64.2K (+$1.6K)
Filed 2026-10-29
City State Bank
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$61.0K (+$1.6K)
Filed 2026-10-20
High Note Wealth, LLC
DECREASED
Shares720 from 901
Change-181 (-20%)
Value$60.8K (-$13.3K)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$59.1K (+$1.5K)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$58.1K (+$1.5K)
Filed 2026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$55.0K (+$411)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$52.6K (+$1.3K)
Filed 2026-10-28
Atwood & Palmer Inc
NEW
Shares583
Change+583
Value$49.2K
Filed 2026-10-08
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$48.0K (+$1.2K)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares559
Change+559
Value$46.7K
Filed 2026-10-13
Align Financial, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$45.1K (+$1.1K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$44.5K (+$1.1K)
Filed 2026-10-23
American National Bank & Trust
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$44.0K (+$1.1K)
Filed 2026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$43.6K (+$1.1K)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares504 from 291
Change+213 (+73%)
Value$42.5K (+$18.6K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares504 from 497
Change+7 (+1%)
Value$42.5K (+$1.7K)
Filed 2026-11-04
High Point Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$42.2K (+$1.1K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares499 from 230
Change+269 (+117%)
Value$42.1K (+$23.2K)
Filed 2026-10-23
Angeles Wealth Management, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$39.1K (+$996)
Filed 2026-10-26
Tompkins Financial Corp
INCREASED
Shares456 from 261
Change+195 (+75%)
Value$38.5K (+$17.0K)
Filed 2026-10-05
Transce3nd, LLC
NEW
Shares436
Change+436
Value$36.5K
Filed 2026-10-26
Fairway Wealth LLC
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$36.7K (+$934)
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares425
Change+425
Value$35.9K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares407 from 359
Change+48 (+13%)
Value$8.0K (+$5)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$34.2K (+$871)
Filed 2026-10-16
Gen-Wealth Partners Inc
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$33.3K (+$849)
Filed 2026-11-04
Daytona Street Capital LLC
NEW
Shares393
Change+393
Value$33.1K
Filed 2026-10-15
Friedenthal Financial
NEW
Shares391
Change+391
Value$33.0K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$31.3K (+$796)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$31.2K (+$793)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$29.5K (+$752)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$28.2K (+$718)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$25.8K (+$170)
Filed 2026-10-16
Trust Co
NEW
Shares308
Change+308
Value$26.0K
Filed 2026-10-09
Security National Bank
NEW
Shares300
Change+300
Value$25.3K
Filed 2026-10-26
Tsfg, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$24 (-$23.0K)
Filed 2026-10-23
Pacifica Partners Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$23.2K (+$9)
Filed 2026-10-09
Marquette Asset Management, LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$22.3K (+$567)
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares257 from 95
Change+162 (+171%)
Value$21.7K (+$13.9K)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$21.6K (+$551)
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$18.1K (+$460)
Filed 2026-10-21
Thompson Investment Management, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$17.8K (+$454)
Filed 2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$17.1K (+$434)
Filed 2026-10-05
Lodestone Wealth Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.9K (+$430)
Filed 2026-10-14
Downshift Financial, LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$16.4K (+$417)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$14.2K (+$361)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares162
Change+162
Value$13.7K
Filed 2026-11-02
Financial Perspectives, Inc
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$13.7K (+$348)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares160 from 181
Change-21 (-12%)
Value$13.5K (-$1.4K)
Filed 2026-10-05
First Pacific Financial
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$13.3K (+$338)
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$13.3K (+$338)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$12.9K (+$329)
Filed 2026-10-15
Newton One Investments LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$12.9K (+$329)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$12.4K (+$316)
Filed 2026-11-04
Putney Financial Group LLC
NEW
Shares146
Change+146
Value$12.3K
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$12.0K (+$12.0K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$12.1K (+$307)
Filed 2026-11-04
CX Institutional
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$11 ($0)
Filed 2026-10-02
Buck Wealth Strategies, LLC
NEW
Shares128
Change+128
Value$10.8K
Filed 2026-10-28
Vima LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$10.5K (+$267)
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.0K (+$28)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$10.0K (+$256)
Filed 2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$9.9K (+$251)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$8.6K (+$220)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.4K (+$215)
Filed 2026-10-20
United Financial Planning Group LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$8.0K (+$205)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares92
Change+92
Value$7.8K
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.8K (+$198)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$7.3K (+$188)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$7.3K (+$188)
Filed 2026-10-02
Roxbury Financial LLC
INCREASED
Shares80 from 28
Change+52 (+186%)
Value$6.8K (+$4.5K)
Filed 2026-10-01
Essential Investment Partners LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$6.8K (+$172)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
DECREASED
Shares76 from 96
Change-20 (-21%)
Value$6.4K (-$1.5K)
Filed 2026-10-30
Citizens National Bank Trust Department
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.3K (+$162)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.3K (+$162)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.2K (+$159)
Filed 2026-10-21
Covestor Ltd
DECREASED
Shares70 from 82
Change-12 (-15%)
Value$6 (-$1)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED
Shares68 from 77
Change-9 (-12%)
Value$5.7K (-$594)
Filed 2026-10-19
Cape Investment Advisory, Inc.
INCREASED
Shares66 from 3
Change+63 (+2100%)
Value$5.6K (+$5.3K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.5K (+$140)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$5.2K (+$133)
Filed 2026-10-07
Concord Wealth Partners
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.2K (+$132)
Filed 2026-11-02
Yankcom Partnership
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$4.9K (+$124)
Filed 2026-10-15
Oakworth Capital, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.6K (+$78)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.6K (+$116)
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.5K (+$114)
Filed 2026-10-01
EPG Wealth Management LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$3.9K (+$99)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.7K (+$94)
Filed 2026-10-05
Trust Co of Toledo NA
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.7K (+$94)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.4K (+$86)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.4K (+$86)
Filed 2026-10-27
Gleason Group, Inc.
NEW
Shares36
Change+36
Value$3.0K
Filed 2026-10-15
Burk Holdings LLC
DECREASED
Shares28 from 71
Change-43 (-61%)
Value$2.4K (-$3.5K)
Filed 2026-11-05
IFS Advisors, LLC
NEW
Shares27
Change+27
Value$2.3K
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares27
Change+27
Value$2.3K
Filed 2026-11-05
SYM Financial Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.1K (+$54)
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.9K (+$47)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares19
Change+19
Value$1.6K
Filed 2026-10-07
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (+$32)
Filed 2026-10-07
Lloyd Advisory Services, Llc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (+$29)
Filed 2026-11-02
Powell Investment Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (+$27)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (+$26)
Filed 2026-11-05
Register Financial Advisors LLC
DECREASED
Shares8 from 288
Change-280 (-97%)
Value$675 (-$23.0K)
Filed 2026-10-23
Planning Strategies Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$675 (+$17)
Filed 2026-10-02
Sfam, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$675 (+$17)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$591 (+$15)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares5
Change+5
Value$422
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$127 (-$104)
Filed 2026-11-04
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$105 (+$2)
Filed 2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED
Shares0 from 66,200
Change-66,200 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-03
Professional Financial Advisors, LLC
CLOSED
Shares0 from 46,618
Change-46,618 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-13
Stonehearth Capital Management, LLC
CLOSED
Shares0 from 20,937
Change-20,937 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Ceera Investments, LLC
CLOSED
Shares0 from 3,475
Change-3,475 (-100%)
Value$0 (-$285.9K)
Filed 2026-11-02
Corepath Wealth Partners LLC
CLOSED
Shares0 from 2,749
Change-2,749 (-100%)
Value$0 (-$227.3K)
Filed 2026-10-21
Krilogy Financial LLC
CLOSED
Shares0 from 2,564
Change-2,564 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-13
New Covenant Trust Company, N.A.
CLOSED
Shares0 from 2,552
Change-2,552 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-08
Finley Financial, LLC
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$86.4K)
Filed 2026-10-28
Park National Corp
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$73.2K)
Filed 2026-10-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 714
Change-714 (-100%)
Value$0 (-$59.2K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 451
Change-451 (-100%)
Value$0 (-$37.1K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$21.1K)
Filed 2026-10-14
Salem Investment Counselors Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-29
Networth Advisors, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-03
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-20
Mcdonald Partners LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-22
Pittenger & Anderson Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-02
Jones Financial Companies Lllp
N/A
Shares— from 53,299,660
Change-53,299,660 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,107,864
Change-14,107,864 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 9,651,143
Change-9,651,143 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,322,889
Change-6,322,889 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,321,287
Change-5,321,287 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,508,820
Change-4,508,820 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,880,423
Change-3,880,423 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,276,111
Change-2,276,111 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,958,678
Change-1,958,678 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,534,940
Change-1,534,940 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,302,991
Change-1,302,991 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,274,009
Change-1,274,009 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,189,371
Change-1,189,371 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,070,547
Change-1,070,547 (-100%)
Value—
UBS Group AG
N/A
Shares— from 963,893
Change-963,893 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 940,672
Change-940,672 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 724,156
Change-724,156 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 718,382
Change-718,382 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 611,475
Change-611,475 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 601,647
Change-601,647 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 554,806
Change-554,806 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 530,040
Change-530,040 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 501,946
Change-501,946 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 470,951
Change-470,951 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 451,566
Change-451,566 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 392,688
Change-392,688 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 388,759
Change-388,759 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 386,423
Change-386,423 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 383,693
Change-383,693 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 372,190
Change-372,190 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 354,448
Change-354,448 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 310,319
Change-310,319 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 298,877
Change-298,877 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 295,814
Change-295,814 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 288,781
Change-288,781 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 263,593
Change-263,593 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 251,342
Change-251,342 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 225,707
Change-225,707 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 218,025
Change-218,025 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 208,440
Change-208,440 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 196,911
Change-196,911 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 175,462
Change-175,462 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 172,369
Change-172,369 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 168,288
Change-168,288 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 164,067
Change-164,067 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 162,894
Change-162,894 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 162,285
Change-162,285 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 161,488
Change-161,488 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 143,478
Change-143,478 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 142,085
Change-142,085 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 140,031
Change-140,031 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 139,628
Change-139,628 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 134,949
Change-134,949 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 133,683
Change-133,683 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 127,823
Change-127,823 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 127,477
Change-127,477 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 121,299
Change-121,299 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 118,277
Change-118,277 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 117,097
Change-117,097 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 115,123
Change-115,123 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 111,022
Change-111,022 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 107,225
Change-107,225 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 106,672
Change-106,672 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 106,188
Change-106,188 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 101,101
Change-101,101 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 88,345
Change-88,345 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 86,551
Change-86,551 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 84,016
Change-84,016 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 82,601
Change-82,601 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 74,463
Change-74,463 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 71,800
Change-71,800 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 71,711
Change-71,711 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 70,845
Change-70,845 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 68,932
Change-68,932 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 68,728
Change-68,728 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 68,600
Change-68,600 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 68,241
Change-68,241 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 67,573
Change-67,573 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 67,150
Change-67,150 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 65,083
Change-65,083 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 63,074
Change-63,074 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 62,890
Change-62,890 (-100%)
Value—
&partners
N/A
Shares— from 62,748
Change-62,748 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,723
Change-62,723 (-100%)
Value—
FCA Corp
N/A
Shares— from 62,199
Change-62,199 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 60,932
Change-60,932 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 60,101
Change-60,101 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 58,515
Change-58,515 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 58,070
Change-58,070 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 57,388
Change-57,388 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 56,232
Change-56,232 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 54,534
Change-54,534 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 52,518
Change-52,518 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 51,454
Change-51,454 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 50,162
Change-50,162 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 50,003
Change-50,003 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 49,024
Change-49,024 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 48,387
Change-48,387 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 46,878
Change-46,878 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 46,499
Change-46,499 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 45,110
Change-45,110 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,337
Change-44,337 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 43,500
Change-43,500 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 42,089
Change-42,089 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 40,870
Change-40,870 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 40,793
Change-40,793 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 40,598
Change-40,598 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 39,586
Change-39,586 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 38,017
Change-38,017 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 37,483
Change-37,483 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 37,414
Change-37,414 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 35,100
Change-35,100 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 34,531
Change-34,531 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,914
Change-32,914 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 31,471
Change-31,471 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 30,874
Change-30,874 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,756
Change-30,756 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 29,095
Change-29,095 (-100%)
Value—
Blair William & Co
N/A
Shares— from 28,736
Change-28,736 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 28,383
Change-28,383 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 28,058
Change-28,058 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 27,886
Change-27,886 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 27,551
Change-27,551 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 27,495
Change-27,495 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 27,176
Change-27,176 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 26,564
Change-26,564 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 26,033
Change-26,033 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 25,551
Change-25,551 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 25,369
Change-25,369 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,990
Change-24,990 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 24,650
Change-24,650 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 23,521
Change-23,521 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 23,225
Change-23,225 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,014
Change-23,014 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 22,609
Change-22,609 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 22,526
Change-22,526 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 22,462
Change-22,462 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 22,079
Change-22,079 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,823
Change-21,823 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,418
Change-21,418 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 21,240
Change-21,240 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 20,226
Change-20,226 (-100%)
Value—
FDx Advisors, Inc.
N/A
Shares— from 19,704
Change-19,704 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 19,578
Change-19,578 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 19,220
Change-19,220 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 18,870
Change-18,870 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 18,809
Change-18,809 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 18,789
Change-18,789 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 18,428
Change-18,428 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,380
Change-18,380 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 18,033
Change-18,033 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 17,658
Change-17,658 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 17,602
Change-17,602 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,333
Change-17,333 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 16,533
Change-16,533 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 16,133
Change-16,133 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 16,033
Change-16,033 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,974
Change-15,974 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 15,209
Change-15,209 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,182
Change-15,182 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 15,081
Change-15,081 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 14,758
Change-14,758 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 14,584
Change-14,584 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,528
Change-14,528 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,985
Change-13,985 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 12,534
Change-12,534 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,488
Change-12,488 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,566
Change-11,566 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11,274
Change-11,274 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,016
Change-11,016 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,927
Change-10,927 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 10,893
Change-10,893 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,496
Change-10,496 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,456
Change-10,456 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 10,163
Change-10,163 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,874
Change-9,874 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 9,413
Change-9,413 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,818
Change-8,818 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,721
Change-8,721 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 8,475
Change-8,475 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,252
Change-8,252 (-100%)
Value—
Smith Partners Wealth Management, LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 8,137
Change-8,137 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,049
Change-8,049 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,558
Change-7,558 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 7,387
Change-7,387 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,282
Change-7,282 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,274
Change-7,274 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 6,584
Change-6,584 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,761
Change-2,761 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Bayban
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Creekmur Asset Management LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Central Trust Co
N/A
Shares— from 850
Change-850 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 806
Change-806 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 802
Change-802 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 750
Change-750 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 686
Change-686 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 624
Change-624 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 483
Change-483 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 451
Change-451 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 361
Change-361 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 341
Change-341 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 301
Change-301 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 299
Change-299 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 261
Change-261 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 260
Change-260 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 222
Change-222 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 220
Change-220 (-100%)
Value—
S&T Bank
N/A
Shares— from 191
Change-191 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
CNB Bank
N/A
Shares— from 165
Change-165 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Rogco, LP
N/A
Shares— from 113
Change-113 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 45
Change-45 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 22
Change-22 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 12
Change-12 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Cassaday & Co Wealth Management LLC
INCREASED5,144,4371,361,748+3,782,689+278%$112.0M$434.3M+$322.3M2026-10-27
Creative Planning
DECREASED3,706,7033,798,676-91,973-2%$312.5M$312.9M+$402.8K2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED3,702,8263,702,82600%$304.6M$312.6M+$8.0M2026-11-05
Bank of New York Mellon Corp
DECREASED2,904,5582,987,961-83,403-3%$245.8M$245.2M-$616.7K2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED895,976878,997+16,979+2%$72.3M$75.6M+$3.3M2026-10-23
Modera Wealth Management, LLC
DECREASED867,762878,343-10,581-1%$72.3M$73.3M+$995.2K2026-10-28
Financial Advisory Corp
DECREASED548,417550,184-1,7670%$45.3M$46.3M+$1.0M2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED531,373559,265-27,892-5%$46.0M$44.9M-$1.2M2026-10-13
Wealthcare Advisory Partners LLC
INCREASED451,654424,121+27,533+6%$34.9M$38.1M+$3.2M2026-10-21
Plancorp, LLC
INCREASED395,271394,801+470+0%$32.6M$32.7M+$137.6K2026-11-03
Bear Mountain Capital, Inc.
INCREASED356,686343,768+12,918+4%$28.6M$29.8M+$1.2M2026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED355,367369,979-14,612-4%$30.4M$30.0M-$438.1K2026-10-16
Shakespeare Wealth Management, LLC
INCREASED312,160307,098+5,062+2%$25.3M$26.4M+$1.1M2026-10-28
Choreo, LLC
DECREASED299,026304,597-5,571-2%$25.1M$25.2M+$184.4K2026-10-28
Mission Wealth Management, LP
DECREASED269,897293,676-23,779-8%$24.2M$22.8M-$1.4M2026-10-15
First Citizens Bank & Trust Co
INCREASED267,160261,333+5,827+2%$21.5M$22.6M+$1.1M2026-10-14
Bryn Mawr Trust Advisors, LLC
INCREASED264,430241,190+23,240+10%$19.8M$22.3M+$2.5M2026-11-04
FSM Wealth Advisors, LLC
INCREASED257,914239,967+17,947+7%$19.7M$21.5M+$1.7M2026-10-27
Commonwealth Equity Services, LLC
DECREASED196,914198,886-1,972-1%$16.4M$16.6M+$261.1K2026-11-02
Truist Financial Corp
DECREASED196,639201,948-5,309-3%$16.6M$16.6M-$14.0K2026-10-30
Encompass Wealth Advisors, LLC
INCREASED195,39893,904+101,494+108%$7.7M$16.5M+$8.8M2026-10-15
RTD Financial Advisors, Inc.
DECREASED169,009169,510-5010%$13.9M$14.3M+$322.2K2026-10-09
Wealth Architects, LLC
DECREASED168,463171,066-2,603-2%$14.1M$14.2M+$148.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED165,94395,940+70,003+73%$7.9M$14.0K-$7.9M2026-11-02
Klingman & Associates, LLC
DECREASED154,941155,240-2990%$12.8M$13.1M+$308.5K2026-10-20
Shoker Investment Counsel, Inc.
INCREASED148,998147,709+1,289+1%$12.2M$12.6M+$426.4K2026-11-04
Omega Financial Group, LLC
DECREASED142,015142,432-4170%$11.7M$12.0M+$271.0K2026-10-29
Cullen T Bankers, Inc.
INCREASED140,652136,727+3,925+3%$11.2M$11.9M+$625.3K2026-10-28
Sound Stewardship, LLC
INCREASED140,536137,157+3,379+2%$11.3M$11.9M+$580.1K2026-10-14
Dorval Corp
INCREASED133,447131,697+1,750+1%$10.8M$11.3M+$430.9K2026-10-29
Brighton Jones LLC
DECREASED121,149122,742-1,593-1%$10.1M$10.2M+$129.5K2026-11-03
Fonville Wealth Management LLC
INCREASED120,443118,451+1,992+2%$9.7M$10.2M+$422.8K2026-10-28
Charles Schwab Trust Co
INCREASED113,421113,154+267+0%$9.3M$9.6M+$265.8K2026-10-15
Ifrah Financial Services, Inc.
DECREASED111,229111,756-5270%$9.2M$9.4M+$195.8K2026-10-13
LTG Capital LLC
INCREASED107,934102,786+5,148+5%$8.5M$9.1M+$655.6K2026-11-04
Sachem Hill LLC
DECREASED105,710106,770-1,060-1%$8.8M$8.9M+$140.8K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED105,643102,065+3,578+4%$8.5M$8.8M+$283.6K2026-10-13
Ocean Park Asset Management, LLC
UNCHANGED105,074105,07400%$8.6M$8.9M+$225.9K2026-10-21
Brooklyn FI, LLC
INCREASED104,583102,259+2,324+2%$8.5M$8.8M+$313.9K2026-11-05
Arvest Investments, Inc.
INCREASED99,25398,417+836+1%$8.1M$8.4M+$282.2K2026-10-21
IFG Advisors, LLC
DECREASED94,81699,986-5,170-5%$8.2M$8.0M-$221.4K2026-10-15
US Bancorp \de\
INCREASED91,71686,465+5,251+6%$7.1M$7.7M+$620.8K2026-11-05
Bank of Stockton
DECREASED88,47888,871-3930%$7.3M$7.5M+$157.9K2026-10-20
Beam Wealth Advisors, Inc.
INCREASED85,70581,014+4,691+6%$6.7M$7.2M+$570.2K2026-11-03
Oppenheimer Asset Management Inc.
INCREASED81,36878,164+3,204+4%$6.4M$6.9M+$438.5K2026-10-27
Blueline Advisors LLC
DECREASED80,56881,096-528-1%$6.7M$6.8M+$129.8K2026-10-15
Cornerstone Management, Inc.
INCREASED80,16573,520+6,645+9%$6.0M$6.8M+$719.0K2026-10-16
Parkside Financial Bank & Trust
INCREASED75,13572,294+2,841+4%$5.9M$6.3M+$395.2K2026-10-27
My Personal CFO, LLC
INCREASED74,86372,844+2,019+3%$6.0M$6.3M+$327.1K2026-10-14
Washington Trust Bank
INCREASED72,15768,611+3,546+5%$5.6M$6.1M+$446.9K2026-11-03
HUB Investment Partners, LLC
DECREASED65,68566,846-1,161-2%$5.5M$5.5M+$45.7K2026-11-03
Assetmark, Inc
INCREASED64,85962,336+2,523+4%$5.1M$5.5M+$347.0K2026-10-21
Vise Technologies, Inc.
INCREASED64,32953,741+10,588+20%$4.4M$5.4M+$1.0M2026-10-29
MSH Capital Advisors LLC
INCREASED64,15263,895+257+0%$5.3M$5.4M+$159.1K2026-11-03
Shore Point Advisors, LLC
DECREASED63,70963,860-1510%$5.3M$5.4M+$124.5K2026-10-14
Auto-Owners Insurance Co
INCREASED57,70052,300+5,400+10%$4.3M$4.9M+$565.6K2026-10-15
Endowment Wealth Management, Inc.
INCREASED54,72550,158+4,567+9%$4.1M$4.6M+$493.4K2026-11-03
Cooke Wealth Management, LLC
INCREASED54,59454,179+415+1%$4.5M$4.6M+$151.5K2026-10-13
Larson Financial Group LLC
DECREASED53,67854,638-960-2%$4.5M$4.5M+$36.4K2026-11-05
Goldstein Advisors, LLC
DECREASED51,59254,262-2,670-5%$4.5M$4.4M-$108.7K2026-10-15
Park Avenue Securities LLC
INCREASED51,39748,992+2,405+5%$4.0M$4.3K-$4.0M2026-10-26
NBT Bank, N.A.
DECREASED48,79348,846-530%$4.0M$4.1M+$100.5K2026-10-21
IFP Advisors, Inc
INCREASED46,47846,221+257+1%$3.8M$3.9M+$121.1K2026-10-16
Waldron Private Wealth LLC
DECREASED45,70346,015-312-1%$3.8M$3.9M+$72.6K2026-11-02
Investors Research Corp
DECREASED44,61256,196-11,584-21%$4.6M$3.8M-$857.1K2026-10-07
Aspiriant, LLC
DECREASED44,29645,220-924-2%$3.7M$3.7M+$19.1K2026-10-16
James J. Burns & Company, LLC
INCREASED44,28042,698+1,582+4%$3.5M$3.7M+$225.4K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED43,01041,895+1,115+3%$3.4M$3.6M+$184.2K2026-10-16
Sterling Capital Management LLC
DECREASED42,94871,309-28,361-40%$5.9M$3.6M-$2.2M2026-10-22
Narus Financial Partners, LLC
DECREASED42,49343,185-692-2%$3.6M$3.6M+$34.4K2026-10-19
Creekside Partners
DECREASED41,91542,843-928-2%$3.5M$3.5M+$13.8K2026-11-04
Foundation Wealth Management, LLC
DECREASED40,06946,093-6,024-13%$3.8M$3.4M-$409.5K2026-10-22
Eagle Strategies LLC
INCREASED40,06939,702+367+1%$3.3M$3.4M+$116.3K2026-10-16
Pinnacle Associates LTD
DECREASED39,45340,465-1,012-2%$3.3M$3.3M+$1.6K2026-10-20
Kestra Advisory Services, LLC
INCREASED38,91336,111+2,802+8%$3.0M$3.3M+$314.2K2026-11-02
Partnership Wealth Management, LLC
DECREASED37,62038,716-1,096-3%$3.2M$3.2M-$9.3K2026-10-05
Lido Advisors, LLC
INCREASED37,59231,094+6,498+21%$2.6M$3.2M+$615.3K2026-11-04
SAX Wealth Advisors, LLC
INCREASED35,93334,412+1,521+4%$2.7M$3.0M+$335.2K2026-10-13
Sowell Financial Services LLC
INCREASED35,70134,519+1,182+3%$2.8M$3.0M+$174.0K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED35,59836,048-450-1%$3.0M$3.0M+$39.5K2026-10-23
Probity Advisors, Inc.
INCREASED35,41135,087+324+1%$2.9M$3.0M+$102.8K2026-10-23
LexAurum Advisors, LLC
NEW35,188—+35,188——$3.0M—2026-10-19
Abacus Planning Group, Inc.
DECREASED35,04335,084-410%$2.9M$3.0M+$71.9K2026-11-02
D.A. Davidson & Co.
DECREASED34,66234,676-140%$2.9M$2.9M+$73.4K2026-10-28
BIP Wealth, LLC
DECREASED34,63535,635-1,000-3%$2.9M$2.9M-$7.8K2026-10-22
Reston Wealth Management LLC
INCREASED34,21332,366+1,847+6%$2.7M$2.9M+$225.5K2026-10-29
Noble Family Wealth, LLC
DECREASED33,97634,131-1550%$2.8M$2.9M+$60.3K2026-10-26
Breakwater Capital Group
INCREASED33,89832,889+1,009+3%$2.7M$2.9M+$155.9K2026-10-09
Sincerus Advisory, LLC
INCREASED32,24730,679+1,568+5%$2.5M$2.7M+$198.4K2026-10-09
Coyle Financial Counsel LLC
INCREASED31,88129,265+2,616+9%$2.4M$2.7M+$283.8K2026-10-28
Nicholas Hoffman & Company, Llc.
UNCHANGED31,84531,84500%$2.6M$2.7M+$68.5K2026-10-30
Acropolis Investment Management, LLC
DECREASED31,81033,125-1,315-4%$2.7M$2.7M-$39.8K2026-10-08
Apella Capital, LLC
INCREASED31,75210,974+20,778+189%$915.1K$2.7M+$1.7M2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED31,6773,795+27,882+735%$317.4K$2.6M+$2.3M2026-11-04
NTV Asset Management LLC
UNCHANGED31,55031,55000%$2.6M$2.7M+$67.8K2026-10-23
Canopy Partners, LLC
UNCHANGED30,90830,90800%$2.5M$2.6M+$66.5K2026-10-28
Droms Strauss Advisors Inc
DECREASED30,80231,194-392-1%$2.6M$2.6M+$33.9K2026-11-03
Citizens Financial Group Inc
DECREASED30,00833,493-3,485-10%$2.8M$2.5M-$222.2K2026-10-23
Elmwood Wealth Management, Inc.
DECREASED29,70730,040-333-1%$2.5M$2.5M+$36.5K2026-10-14
Foundation Wealth Management, Llc\pa
DECREASED29,69531,049-1,354-4%$2.6M$2.5M-$47.5K2026-10-14
Prosperity Planning, Inc.
DECREASED29,60630,107-501-2%$2.5M$2.5M+$22.4K2026-10-09
Avior Wealth Management, LLC
DECREASED28,59135,806-7,215-20%$2.9M$2.4M-$532.3K2026-10-13
Davenport & Co LLC
INCREASED28,22427,090+1,134+4%$2.2M$2.4M+$154.0K2026-10-14
American Financial & TAX Strategies Inc
DECREASED26,83626,959-1230%$2.2M$2.3M+$47.6K2026-10-16
Aire Advisors, LLC
INCREASED26,74526,677+68+0%$2.2M$2.3M+$63.1K2026-10-22
Farther Finance Advisors, LLC
DECREASED24,90125,486-585-2%$2.1M$2.1M+$5.2K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED24,77520,875+3,900+19%$1.7M$2.1M+$374.2K2026-10-27
Simon Quick Advisors, LLC
DECREASED23,82028,303-4,483-16%$2.3M$2.0M-$317.6K2026-10-26
Frontier Asset Management, LLC
DECREASED23,764131,519-107,755-82%$10.8M$2.0M-$8.8M2026-10-28
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED23,02423,02400%$1.9M$1.9M+$49.5K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED22,38023,929-1,549-6%$2.0M$1.9M-$79.3K2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED22,24521,174+1,071+5%$1.7M$1.9M+$135.9K2026-10-22
Midwest Trust Co
DECREASED21,15721,166-90%$1.7M$1.8M+$44.7K2026-10-22
Trust Co of the South
UNCHANGED21,03521,03500%$1.7M$1.8M+$45.2K2026-10-21
Evanson Financial, LLC
DECREASED20,86120,966-1050%$1.7M$1.8M+$36.3K2026-10-23
Intergy Private Wealth, LLC
UNCHANGED19,65619,65600%$1.6M$1.7M+$42.3K2026-10-16
Birch Financial Group, LLC
INCREASED19,46919,243+226+1%$1.6M$1.6M+$60.5K2026-10-27
Lee Financial Co
UNCHANGED19,24519,24500%$1.6M$1.6M+$41.4K2026-10-16
Perigon Wealth Management, LLC
DECREASED19,18119,960-779-4%$1.6M$1.6M-$22.9K2026-10-22
Parallel Advisors, LLC
INCREASED19,11418,267+847+5%$1.5M$1.6M+$110.8K2026-11-03
GEM Asset Management, LLC
INCREASED17,70517,671+34+0%$1.5M$1.5M+$40.9K2026-10-13
Guidance Point Advisors, LLC
INCREASED17,64117,301+340+2%$1.4M$1.5M+$65.9K2026-10-15
Quadrant Capital Group LLC
DECREASED17,52618,126-600-3%$1.5M$1.5M-$19.9K2026-10-20
SteelPeak Wealth, LLC
DECREASED17,06917,162-93-1%$1.4M$1.4M+$29.1K2026-10-16
Ferguson Wellman Capital Management, Inc
DECREASED16,72816,913-185-1%$1.4M$1.4M+$20.7K2026-10-05
Harbor Investment Advisory, LLC
INCREASED16,72116,599+122+1%$1.4M$1.4M+$46.0K2026-10-13
Squire Investment Management Company, LLC
INCREASED16,70016,336+364+2%$1.3M$1.4M+$65.9K2026-11-03
Sterling Financial Planning, Inc.
INCREASED16,07015,997+73+0%$1.3M$1.4M+$40.6K2026-10-28
Monument Group Wealth Advisors, LLC
DECREASED15,75815,879-121-1%$1.3M$1.3M+$23.9K2026-10-21
BayBridge Capital Group, LLC
INCREASED15,29813,563+1,735+13%$1.1M$1.3M+$175.6K2026-10-13
Great Point Wealth Advisors, LLC
UNCHANGED15,05215,05200%$1.2M$1.3M+$32.4K2026-10-15
Magnus Financial Group LLC
INCREASED15,01914,825+194+1%$1.2M$1.3M+$48.2K2026-10-21
Wealthcare Capital Management LLC
DECREASED14,97515,219-244-2%$1.3M$1.3M+$12.1K2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED14,73417,154-2,420-14%$1.4M$1.2M-$167.4K2026-11-02
Berkeley, Inc
UNCHANGED14,21814,21800%$1.2M$1.2M+$30.6K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED14,08013,126+954+7%$1.1M$1.2M+$108.8K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED14,01615,283-1,267-8%$1.3M$1.2M-$74.1K2026-10-08
Kelly Financial Group LLC
INCREASED13,99213,955+37+0%$1.1M$1.2M+$33.1K2026-10-16
Aletheian Wealth Advisors LLC
DECREASED13,90813,967-590%$1.1M$1.2M+$25.0K2026-10-08
Wealthcare Capital Partners, LLC
INCREASED13,82011,519+2,301+20%$947.7K$1.2M+$219.0K2026-10-21
Petersen Hastings Wealth Advisors Inc.
DECREASED13,49113,520-290%$1.1M$1.1M+$26.6K2026-10-27
Wedmont Private Capital
INCREASED13,27312,874+399+3%$1.1M$1.1M+$31.4K2026-10-09
Bokf, NA
DECREASED13,24513,298-530%$1.1M$1.1M+$24.1K2026-10-27
Compound Planning, Inc.
DECREASED13,12020,774-7,654-37%$1.7M$1.1M-$601.5K2026-11-05
Physician Wealth Advisors, Inc.
DECREASED12,47912,900-421-3%$1.1M$1.1M-$7.8K2026-10-20
Interchange Capital Partners, LLC
DECREASED12,35712,388-310%$1.0M$1.0M+$24.0K2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED11,71712,054-337-3%$991.6K$989.1K-$2.5K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED11,6918,023+3,668+46%$660.1K$987.0K+$326.9K2026-11-03
HB Wealth Management, LLC
INCREASED11,4799,726+1,753+18%$800.2K$969.1K+$168.9K2026-10-23
Busey Bank
DECREASED11,42311,563-140-1%$951.3K$964.3K+$13.0K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED11,1739,497+1,676+18%$781.3K$943.2K+$161.9K2026-10-13
Glenview Trust Co
DECREASED11,05812,928-1,870-14%$1.1M$933.5K-$130.1K2026-10-28
Independence Bank of Kentucky
UNCHANGED10,80710,80700%$889.1K$912.3K+$23.2K2026-10-26
Family Wealth Partners, LLC
DECREASED10,79910,803-40%$888.7K$911.6K+$22.9K2026-10-20
Alpha Omega Wealth Management LLC
UNCHANGED10,41210,41200%$856.6K$879.0K+$22.4K2026-10-23
Mather Group, Llc.
INCREASED10,4119,675+736+8%$796.0K$878.9K+$82.9K2026-10-14
Oppenheimer & Co Inc
INCREASED10,2919,840+451+5%$809.5K$868.8K+$59.2K2026-10-26
21 West Wealth Management LLC
INCREASED9,9299,759+170+2%$802.9K$838.2K+$35.3K2026-10-13
St. Louis Trust Co
UNCHANGED9,6809,68000%$24.6M$817.2K-$23.7M2026-11-03
Elyxium Wealth, LLC
UNCHANGED9,6549,65400%$794.2K$815.0K+$20.8K2026-10-27
Donor Advised Charitable Giving, Inc.
INCREASED9,2738,988+285+3%$739.4K$782.8K+$43.4K2026-10-28
RF&L Wealth Management, LLC
UNCHANGED9,2509,25000%$761.0K$780.9K+$19.9K2026-10-20
LAM Group, Inc.
UNCHANGED9,1559,15500%$753.2K$772.9K+$19.7K2026-10-26
Financial Synergies Wealth Advisors, Inc.
UNCHANGED9,1389,13800%$751.8K$771.4K+$19.6K2026-10-16
Dala Group, LLC
UNCHANGED8,9908,99000%$739.6K$758.9K+$19.3K2026-10-29
Asset Dedication, LLC
INCREASED8,9878,806+181+2%$724.4K$758.7K+$34.2K2026-11-03
Harbor Group, Inc.
DECREASED8,8479,212-365-4%$757.9K$746.9K-$11.0K2026-10-14
Global View Capital Management LLC
INCREASED8,7797,924+855+11%$651.9K$741.1K+$89.2K2026-10-28
Forum Financial Management, LP
UNCHANGED8,7278,72700%$718.0K$736.7K+$18.8K2026-10-16
First Horizon Corp
UNCHANGED8,4548,45400%$695.5K$713.7K+$18.2K2026-10-26
William Howard & Co Financial Advisors Inc
DECREASED8,4468,447-10%$694.9K$713.0K+$18.2K2026-11-04
Advisory Solutions Group, LLC
INCREASED8,3727,886+486+6%$648.8K$706.8K+$58.0K2026-10-14
Procyon Advisors, LLC
DECREASED8,1538,646-493-6%$711.3K$688.3K-$23.0K2026-10-21
DMC Group, LLC
DECREASED8,1058,265-160-2%$680.0K$684.2K+$4.3K2026-10-26
Johnson Financial Group, LLC
DECREASED8,0638,113-50-1%$667.5K$680.7K+$13.2K2026-11-03
Brucke Financial, Inc.
DECREASED7,9697,986-170%$657.0K$672.7K+$15.7K2026-10-23
Cutler Investment Counsel LLC
DECREASED7,7887,819-310%$643.3K$657.5K+$14.2K2026-10-28
McAdam, LLC
INCREASED7,7717,522+249+3%$618.8K$656.1K+$37.2K2026-10-21
Redw Wealth LLC
DECREASED7,7579,353-1,596-17%$769.5K$654.8K-$114.6K2026-11-02
Gladwyn Financial Advisors, Inc.
UNCHANGED7,5797,57900%$623.5K$639.8K+$16.3K2026-10-05
Strategic Blueprint, LLC
DECREASED7,5607,738-178-2%$636.6K$638.2K+$1.6K2026-10-22
Financial Harvest, LLC
INCREASED7,5477,534+13+0%$619.8K$637.1K+$17.3K2026-10-15
Ascent Group, LLC
DECREASED7,2787,390-112-2%$608.0K$614.4K+$6.4K2026-10-30
Rebalance, LLC
UNCHANGED7,2057,20500%$592.7K$608.2K+$15.5K2026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED6,9816,98100%$574.4K$589.4K+$15.0K2026-10-15
Morton Capital Management LLC
UNCHANGED6,9736,97300%$573.7K$588.6K+$15.0K2026-10-23
GFS Advisors, LLC
DECREASED6,9066,981-75-1%$329.9K$583.0K+$253.1K2026-11-03
Tranquility Partners, LLC
UNCHANGED6,8376,83700%$562.5K$577.2K+$14.7K2026-10-20
Lake Street Private Wealth, LLC
INCREASED6,7786,361+417+7%$523.4K$572.2K+$48.9K2026-10-22
Courage Miller Partners, LLC
INCREASED6,7396,607+132+2%$543.6K$568.9K+$25.4K2026-10-21
Williams & Novak Wealth Management, LLC
DECREASED6,7289,043-2,315-26%$744.0K$568.0K-$176.0K2026-10-09
May Hill Capital, LLC
DECREASED6,5836,872-289-4%$565.4K$555.8K-$9.6K2026-11-03
Retirement Planning Group, LLC
DECREASED6,5286,826-298-4%$561.6K$551.1K-$10.5K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED6,5162,894+3,622+125%$238.1K$550.1K+$312.0K2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED6,4225,852+570+10%$481.4K$542.1K+$60.7K2026-10-27
Thompson Siegel & Walmsley LLC
INCREASED6,3426,219+123+2%$512.0K$535.0K+$23.0K2026-11-05
Brickley Wealth Management
INCREASED6,1446,143+1+0%$505.4K$518.7K+$13.3K2026-11-04
Samalin Investment Counsel, LLC
INCREASED5,9875,441+546+10%$447.6K$505.4K+$57.8K2026-10-23
Independent Financial Group, LLC
DECREASED5,8745,972-98-2%$491.3K$495.9K+$4.6K2026-10-13
Phillip James Consulting Co.
NEW5,707—+5,707——$481.8K—2026-11-03
Simplicity Wealth,LLC
INCREASED5,6395,273+366+7%$433.8K$476.0K+$42.2K2026-10-23
Braun-Bostich & Associates Inc.
DECREASED5,5585,590-32-1%$459.9K$469.2K+$9.3K2026-10-20
Integrated Advisors Network LLC
INCREASED5,5325,464+68+1%$449.5K$467.0K+$17.5K2026-10-20
Richard P Slaughter Associates Inc
DECREASED5,5306,108-578-9%$502.5K$466.8K-$35.7K2026-10-13
Michael Brady & Co., LLC
UNCHANGED5,4495,44900%$448.3K$460.0K+$11.7K2026-10-23
Montecito Bank & Trust
UNCHANGED5,4365,43600%$447.2K$458.9K+$11.7K2026-10-01
Discipline Wealth Solutions, LLC
INCREASED5,4145,380+34+1%$442.6K$457.0K+$14.4K2026-10-14
Prospera Financial Services Inc
INCREASED5,3864,509+877+19%$371.2K$446.0K+$74.8K2026-11-04
Index Fund Advisors, Inc.
DECREASED5,3856,188-803-13%$509.0K$454.6K-$54.5K2026-11-05
Cornerstone Wealth Advisors, Inc.
INCREASED5,2805,255+25+0%$432.3K$445.7K+$13.4K2026-10-16
Keybank National Association
DECREASED5,18512,578-7,393-59%$1.0M$437.7K-$597.1K2026-11-04
ARK & TLK Investments, LLC
UNCHANGED5,0695,06900%$417.0K$427.9K+$10.9K2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED4,9714,820+151+3%$396.5K$419.7K+$23.1K2026-10-27
Compass Ion Advisors, LLC
DECREASED4,9535,043-90-2%$414.9K$418.2K+$3.3K2026-10-23
Uptick Partners, LLC
INCREASED4,8444,713+131+3%$387.7K$408.9K+$21.2K2026-11-04
Regions Financial Corp
INCREASED4,7944,386+408+9%$360.8K$404.7K+$43.9K2026-11-05
KFA Private Wealth Group, LLC
DECREASED4,6915,044-353-7%$415.0K$396.0K-$19.0K2026-10-07
Biltmore Family Office, LLC
UNCHANGED4,6654,66500%$383.8K$393.8K+$10.0K2026-11-03
Citigroup Inc
INCREASED4,5804,572+8+0%$376.1K$386.6K+$10.5K2026-11-04
Crescent Grove Advisors, LLC
UNCHANGED4,5684,56800%$375.8K$385.6K+$9.8K2026-10-21
LongView Wealth Management
INCREASED4,5354,414+121+3%$363.1K$382.8K+$19.7K2026-10-19
Winnacle Wealth LLC
DECREASED4,4656,177-1,712-28%$508.2K$377.0K-$131.2K2026-10-15
Factor Wealth Management LTD
UNCHANGED4,4434,44300%$365.5K$375.1K+$9.6K2026-10-08
Fiduciary Advisors, Inc.
DECREASED4,4214,626-205-4%$380.6K$373.2K-$7.4K2026-10-16
Wedbush Securities Inc
DECREASED4,4105,013-603-12%$412.0K$372-$411.6K2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED4,3954,425-30-1%$364.1K$371.0K+$7.0K2026-10-08
Embree Financial Group
DECREASED4,3724,403-31-1%$362.2K$369.1K+$6.8K2026-10-22
Collective Family Office LLC
DECREASED4,2644,299-35-1%$353.7K$360.0K+$6.3K2026-10-05
Rockingstone Advisors LLC
UNCHANGED4,2454,24500%$349.2K$358.4K+$9.1K2026-10-16
Belleair Asset Management, LLC
UNCHANGED4,2034,20300%$345.8K$354.8K+$9.0K2026-11-03
Mullaney, Keating & Wright, Inc.
UNCHANGED4,1924,19200%$344.8K$353.9K+$9.0K2026-10-19
Valeo Financial Advisors, LLC
UNCHANGED4,1614,16100%$342.3K$351.3K+$8.9K2026-10-08
Vannoy Advisory Group, Inc.
UNCHANGED4,0864,08600%$336.1K$344.9K+$8.8K2026-10-13
Wealth Preservation Advisors, LLC
UNCHANGED4,0634,06300%$334.3K$343.0K+$8.7K2026-11-05
Armstrong, Fleming & Moore, Inc
DECREASED4,0374,616-579-13%$379.7K$340.8K-$39.0K2026-10-28
Latitude Advisors, LLC
DECREASED3,9804,201-221-5%$345.6K$336.0K-$9.6K2026-10-27
Eagle Rock Investment Company, LLC
INCREASED3,9583,801+157+4%$312.7K$334.1K+$21.4K2026-10-21
Guidance Capital, Inc
INCREASED3,9062,411+1,495+62%$200.9K$325.6K+$124.7K2026-11-03
RFG Advisory, LLC
NEW3,869—+3,869——$326.6K—2026-11-03
Upper Left Wealth Management, LLC
INCREASED3,8473,498+349+10%$287.8K$324.8K+$37.0K2026-10-14
MFA Wealth Services
DECREASED3,8013,919-118-3%$322.4K$320.9K-$1.5K2026-10-14
Truefg, LLC
DECREASED3,7713,980-209-5%$327.5K$318.3K-$9.1K2026-10-15
Sigma Investment Counselors Inc
NEW3,685—+3,685——$311.1K—2026-10-27
Stevens Capital Partners
DECREASED3,6783,696-180%$304.1K$310.5K+$6.4K2026-10-29
Meridian Financial Advisors, LLC
UNCHANGED3,6753,67500%$302.4K$310.3K+$7.9K2026-10-14
Dynamic Financial Group
INCREASED3,5953,577+18+1%$294.3K$303.5K+$9.2K2026-10-28
Canandaigua National Bank & Trust Co
UNCHANGED3,5843,58400%$294.9K$302.6K+$7.7K2026-10-07
First Interstate Bank
DECREASED3,5363,700-164-4%$304.4K$298.5K-$5.9K2026-10-23
Greenspring Advisors, LLC
UNCHANGED3,5363,53600%$290.9K$298.5K+$7.6K2026-11-05
Key FInancial Inc
UNCHANGED3,5043,50400%$288.3K$295.8K+$7.5K2026-11-02
Lpwm LLC
DECREASED3,4813,489-80%$287.0K$293.9K+$6.8K2026-10-20
rebel Financial LLC
DECREASED3,45945,034-41,575-92%$3.7M$292.0K-$3.4M2026-11-04
Diversify Wealth Management, LLC
INCREASED3,4463,323+123+4%$276.7K$286.7K+$10.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED3,4463,323+123+4%$276.7K$286.7K+$10.0K2026-10-20
Stone Summit Wealth LLC
DECREASED3,4463,483-37-1%$286.5K$290.9K+$4.4K2026-10-14
Root Financial Partners, LLC
INCREASED3,4453,392+53+2%$279.1K$290.9K+$11.8K2026-10-21
Willow Creek Wealth Management Inc.
UNCHANGED3,4293,42900%$282.1K$289.5K+$7.4K2026-10-26
Columbus Macro, LLC
DECREASED3,4263,528-102-3%$290.2K$289.3K-$9852026-10-14
Fee-Only Financial Planning, L.C.
UNCHANGED3,3503,35000%$275.6K$282.8K+$7.2K2026-10-23
Davidson Trust Co
UNCHANGED3,3353,33500%$274.4K$281.5K+$7.2K2026-10-09
Sentinel Advisory Group, LLC
DECREASED3,3073,323-160%$273.4K$279.2K+$5.8K2026-10-20
Thrivent Financial for Lutherans
DECREASED3,2483,268-20-1%$269.0K$274.0K+$5.0K2026-11-05
Trust Co of Vermont
DECREASED3,2333,483-250-7%$286.5K$272.9K-$13.6K2026-10-21
Granite Islands Private Wealth, LLC
NEW3,225—+3,225——$272.2K—2026-10-16
Segment Wealth Management, LLC
UNCHANGED3,1703,17000%$260.8K$267.6K+$6.8K2026-10-26
Bestgate Wealth Advisors, LLC
DECREASED3,1263,575-449-13%$294.1K$263.9K-$30.2K2026-10-13
CoreCap Advisors, LLC
DECREASED3,0703,075-50%$253.0K$259.2K+$6.3K2026-10-08
Foster Victor Wealth Advisors, LLC
UNCHANGED3,0543,05400%$253.8K$253.7K-$612026-10-21
Aurelius Family Office LLC
UNCHANGED3,0493,04900%$250.8K$257.4K+$6.6K2026-10-23
Linscomb Wealth, Inc.
UNCHANGED3,0443,04400%$250.5K$257.0K+$6.5K2026-11-05
Anchor Capital Advisors LLC
NEW3,042—+3,042——$256.8K—2026-11-05
Facet Wealth, Inc.
DECREASED3,0183,163-145-5%$260.2K$254.8K-$5.4K2026-11-04
Colorado Capital Management, Inc.
UNCHANGED3,0173,01700%$248$255+$72026-10-15
Aspect Partners, LLC
DECREASED2,9933,111-118-4%$255.9K$252.7K-$3.3K2026-10-20
Heck Capital Advisors, LLC
UNCHANGED2,9602,96000%$243.5K$249.9K+$6.4K2026-10-14
Prospera Capital Management, LLC
UNCHANGED2,9592,95900%$250.6K$249.8K-$8292026-10-19
Sigma Planning Corp
INCREASED2,9322,853+79+3%$234.7K$244.8K+$10.1K2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED2,9072,938-31-1%$241.7K$245.4K+$3.7K2026-11-05
Clifford Swan Investment Counsel LLC
NEW2,886—+2,886——$243.6K—2026-11-05
Michels Family Financial, LLC
DECREASED2,8662,960-94-3%$243.5K$242.0K-$1.5K2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED2,8502,85000%$234.5K$240.6K+$6.1K2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED2,7472,74700%$226.0K$231.9K+$5.9K2026-10-13
Montis Financial, LLC
DECREASED2,6592,675-16-1%$220.0K$224.5K+$4.4K2026-11-04
Naples Global Advisors, LLC
UNCHANGED2,6482,64800%$217.9K$223.5K+$5.7K2026-11-05
SJS Investment Consulting Inc.
UNCHANGED2,6382,63800%$217.0K$222.7K+$5.7K2026-10-26
Greenleaf Trust
UNCHANGED2,6322,63200%$216.5K$222.2K+$5.7K2026-10-29
One Way Holdings LLC
NEW2,619—+2,619——$221.1K—2026-10-29
AdvisorNet Financial, Inc
INCREASED2,6182,605+13+1%$214.3K$217.8K+$3.5K2026-10-15
Lynx Investment Advisory
INCREASED2,6022,468+134+5%$203.0K$219.7K+$16.6K2026-10-27
Canandaigua National Trust Co of Florida
NEW2,550—+2,550——$215.3K—2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED2,5232,544-21-1%$209.3K$213.0K+$3.7K2026-11-04
Gemmer Asset Management LLC
UNCHANGED2,4682,46800%$203.0K$208.3K+$5.3K2026-10-16
Dynamic Advisor Solutions LLC
NEW2,401—+2,401——$202.7K—2026-10-13
Princeton Global Asset Management LLC
UNCHANGED2,3992,39900%$197.4K$202.5K+$5.2K2026-10-21
Phillips Financial Management, LLC
UNCHANGED2,3342,33400%$192.0K$197.0K+$5.0K2026-10-19
William Mack & Associates, Inc.
NEW2,050—+2,050——$173.1K—2026-10-27
AlphaCore Capital LLC
UNCHANGED1,9451,94500%$160.0K$164.2K+$4.2K2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED1,9091,90900%$157.1K$161.2K+$4.1K2026-10-20
City Holding Co
INCREASED1,9001,700+200+12%$139.9K$160.4K+$20.5K2026-10-19
Golden State Wealth Management, LLC
UNCHANGED1,9001,90000%$156.3K$160.4K+$4.1K2026-11-02
Miller Global Investments, LLC
UNCHANGED1,8431,84300%$151.6K$155.6K+$4.0K2026-10-02
Cdkv Holdings LLC
INCREASED1,7961,766+30+2%$145.3K$151.7K+$6.3K2026-10-28
TFC Financial Management, Inc.
INCREASED1,7711,726+45+3%$142.0K$149.5K+$7.5K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED1,6951,69500%$139.4K$143.1K+$3.6K2026-11-02
Wolff Wiese Magana LLC
UNCHANGED1,6381,63800%$134.8K$138.3K+$3.5K2026-10-15
Highline Wealth Partners LLC
DECREASED1,5651,787-222-12%$147.0K$132.1K-$14.9K2026-10-19
Spire Wealth Management
INCREASED1,5071,469+38+3%$120.9K$127.2K+$6.4K2026-10-30
Gamma Investing LLC
UNCHANGED1,4811,48100%$121.8K$125.0K+$3.2K2026-10-08
Lanark Financial, Inc.
DECREASED1,4191,614-195-12%$132.8K$119.8K-$13.0K2026-10-26
Grove Bank & Trust
UNCHANGED1,1301,13000%$93.0K$95.4K+$2.4K2026-10-08
Acumen Wealth Advisors, LLC
NEW1,123—+1,123——$94.8K—2026-11-05
Burkett Financial Services, LLC
UNCHANGED1,1231,12300%$92.4K$94.8K+$2.4K2026-10-01
Private Trust Co NA
DECREASED1,0971,129-32-3%$92.9K$92.6K-$2742026-10-20
Indiana Trust & Investment Management Co
UNCHANGED1,0891,08900%$89.6K$91.9K+$2.3K2026-10-22
Westside Investment Management, Inc.
UNCHANGED1,0411,04100%$85.6K$87.8K+$2.1K2026-11-02
Creative Financial Designs Inc
DECREASED1,0021,439-437-30%$118.4K$84.6K-$33.8K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED9831,209-226-19%$99.5K$83.0K-$16.5K2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED97697600%$80.3K$82.4K+$2.1K2026-10-07
Capital Advisors, Ltd. LLC
DECREASED9751,254-279-22%$103$82-$212026-10-27
Old Second National Bank of Aurora
UNCHANGED92292200%$75.9K$77.8K+$2.0K2026-10-22
UMB Private Wealth Management, LLC
NEW889—+889——$75.0K—2026-10-19
Clayton Financial Group LLC
NEW865—+865——$73.0K—2026-10-13
Compagnie Lombard Odier SCmA
NEW856—+856——$72.3K—2026-11-04
Bell Investment Advisors, Inc
INCREASED85270+782+1117%$5.8K$71.9K+$66.2K2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED83883800%$68.9K$70.7K+$1.8K2026-10-29
Signaturefd, LLC
INCREASED812606+206+34%$49.8K$68.5K+$18.7K2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED77077000%$63.3K$65.0K+$1.7K2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED76476400%$62.8K$64.4K+$1.6K2026-10-23
Montag A & Associates Inc
UNCHANGED76076000%$62.5K$64.2K+$1.6K2026-10-29
City State Bank
UNCHANGED72272200%$59.4K$61.0K+$1.6K2026-10-20
High Note Wealth, LLC
DECREASED720901-181-20%$74.1K$60.8K-$13.3K2026-10-27
Jnba Financial Advisors
UNCHANGED70070000%$57.6K$59.1K+$1.5K2026-11-03
Gables Capital Management Inc.
UNCHANGED68868800%$56.6K$58.1K+$1.5K2026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED66366300%$54.5K$55.0K+$4112026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED62362300%$51.3K$52.6K+$1.3K2026-10-28
Atwood & Palmer Inc
NEW583—+583——$49.2K—2026-10-08
Ashurst Perkins Coie Trust Co
UNCHANGED56856800%$46.7K$48.0K+$1.2K2026-10-15
Rydar Equities, Inc.
NEW559—+559——$46.7K—2026-10-13
Align Financial, LLC
UNCHANGED53453400%$43.9K$45.1K+$1.1K2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED52752700%$43.4K$44.5K+$1.1K2026-10-23
American National Bank & Trust
UNCHANGED52152100%$42.9K$44.0K+$1.1K2026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED51651600%$42.5K$43.6K+$1.1K2026-10-20
Key Capital Management, Inc
INCREASED504291+213+73%$23.9K$42.5K+$18.6K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED504497+7+1%$40.9K$42.5K+$1.7K2026-11-04
High Point Wealth Management, LLC
UNCHANGED50050000%$41.1K$42.2K+$1.1K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED499230+269+117%$18.9K$42.1K+$23.2K2026-10-23
Angeles Wealth Management, LLC
UNCHANGED46346300%$38.1K$39.1K+$9962026-10-26
Tompkins Financial Corp
INCREASED456261+195+75%$21.5K$38.5K+$17.0K2026-10-05
Transce3nd, LLC
NEW436—+436——$36.5K—2026-10-26
Fairway Wealth LLC
UNCHANGED43443400%$35.7K$36.7K+$9342026-10-30
Foresight Capital Management Advisors, Inc.
NEW425—+425——$35.9K—2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED407359+48+13%$8.0K$8.0K+$52026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED40540500%$33.3K$34.2K+$8712026-10-16
Gen-Wealth Partners Inc
UNCHANGED39539500%$32.5K$33.3K+$8492026-11-04
Daytona Street Capital LLC
NEW393—+393——$33.1K—2026-10-15
Friedenthal Financial
NEW391—+391——$33.0K—2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED37037000%$30.5K$31.3K+$7962026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED36936900%$30.4K$31.2K+$7932026-11-02
Sunrise Financial Services, LLC
UNCHANGED35035000%$28.8K$29.5K+$7522026-10-21
Nfsg Corp
UNCHANGED33433400%$27.5K$28.2K+$7182026-10-15
TD Waterhouse Canada Inc.
UNCHANGED30930900%$25.6K$25.8K+$1702026-10-16
Trust Co
NEW308—+308——$26.0K—2026-10-09
Security National Bank
NEW300—+300——$25.3K—2026-10-26
Tsfg, LLC
UNCHANGED27927900%$23.0K$24-$23.0K2026-10-23
Pacifica Partners Inc.
UNCHANGED27827800%$23.2K$23.2K+$92026-10-09
Marquette Asset Management, LLC
UNCHANGED26426400%$21.7K$22.3K+$5672026-10-09
Blue Trust, Inc.
INCREASED25795+162+171%$7.8K$21.7K+$13.9K2026-10-15
Nemes Rush Group LLC
UNCHANGED25625600%$21.1K$21.6K+$5512026-11-04
Wagner Wealth Management, LLC
UNCHANGED21421400%$17.6K$18.1K+$4602026-10-21
Thompson Investment Management, Inc.
UNCHANGED21121100%$17.4K$17.8K+$4542026-10-14
Rosenberg Matthew Hamilton
UNCHANGED20220200%$16.6K$17.1K+$4342026-10-05
Lodestone Wealth Management LLC
UNCHANGED20020000%$16.5K$16.9K+$4302026-10-14
Downshift Financial, LLC
UNCHANGED19419400%$16.0K$16.4K+$4172026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED16716700%$13.8K$14.2K+$3612026-10-16
Heritage Family Offices, LLP
NEW162—+162——$13.7K—2026-11-02
Financial Perspectives, Inc
UNCHANGED16216200%$13.3K$13.7K+$3482026-11-03
Eastern Bank
DECREASED160181-21-12%$14.9K$13.5K-$1.4K2026-10-05
First Pacific Financial
UNCHANGED15715700%$12.9K$13.3K+$3382026-10-14
Monetary Solutions, Ltd
UNCHANGED15715700%$12.9K$13.3K+$3382026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED15315300%$12.6K$12.9K+$3292026-10-15
Newton One Investments LLC
UNCHANGED15315300%$12.6K$12.9K+$3292026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED14714700%$12.1K$12.4K+$3162026-11-04
Putney Financial Group LLC
NEW146—+146——$12.3K—2026-10-30
Avion Wealth
UNCHANGED14314300%$11$12.0K+$12.0K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED14314300%$11.8K$12.1K+$3072026-11-04
CX Institutional
UNCHANGED13013000%$11$11$02026-10-02
Buck Wealth Strategies, LLC
NEW128—+128——$10.8K—2026-10-28
Vima LLC
UNCHANGED12412400%$10.2K$10.5K+$2672026-10-23
Dorato Capital Management
UNCHANGED12012000%$10.0K$10.0K+$282026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED11911900%$9.8K$10.0K+$2562026-10-16
Washington Trust Advisors, Inc.
UNCHANGED11711700%$9.6K$9.9K+$2512026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED10210200%$8.4K$8.6K+$2202026-10-23
Arlington Trust Co LLC
UNCHANGED10010000%$8.2K$8.4K+$2152026-10-20
United Financial Planning Group LLC
UNCHANGED959500%$7.8K$8.0K+$2052026-11-04
Nova Financial LLC
NEW92—+92——$7.8K—2026-11-04
James T. Borello RIA
UNCHANGED929200%$7.6K$7.8K+$1982026-10-16
Provenance Wealth Advisors, LLC
UNCHANGED878700%$7.2K$7.3K+$1882026-10-30
Versant Capital Management, Inc
UNCHANGED878700%$7.2K$7.3K+$1882026-10-02
Roxbury Financial LLC
INCREASED8028+52+186%$2.3K$6.8K+$4.5K2026-10-01
Essential Investment Partners LLC
UNCHANGED808000%$6.6K$6.8K+$1722026-10-27
Smallwood Wealth Investment Management, LLC
DECREASED7696-20-21%$7.9K$6.4K-$1.5K2026-10-30
Citizens National Bank Trust Department
UNCHANGED757500%$6.2K$6.3K+$1622026-11-04
Piscataqua Savings Bank
UNCHANGED757500%$6.2K$6.3K+$1622026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED747400%$6.1K$6.2K+$1592026-10-21
Covestor Ltd
DECREASED7082-12-15%$7$6-$12026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED6877-9-12%$6.3K$5.7K-$5942026-10-19
Cape Investment Advisory, Inc.
INCREASED663+63+2100%$247$5.6K+$5.3K2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED656500%$5.3K$5.5K+$1402026-11-03
First Community Trust NA
UNCHANGED626200%$5.1K$5.2K+$1332026-10-07
Concord Wealth Partners
UNCHANGED616100%$5.0K$5.2K+$1322026-11-02
Yankcom Partnership
UNCHANGED585800%$4.8K$4.9K+$1242026-10-15
Oakworth Capital, Inc.
UNCHANGED545400%$4.5K$4.6K+$782026-10-26
Valley National Advisers Inc
UNCHANGED545400%$4.4K$4.6K+$1162026-10-23
Hickory Point Bank & Trust
UNCHANGED535300%$4.4K$4.5K+$1142026-10-01
EPG Wealth Management LLC
UNCHANGED464600%$3.8K$3.9K+$992026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED444400%$3.6K$3.7K+$942026-10-05
Trust Co of Toledo NA
UNCHANGED444400%$3.6K$3.7K+$942026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED404000%$3.3K$3.4K+$862026-10-23
IMG Wealth Management, Inc.
UNCHANGED404000%$3.3K$3.4K+$862026-10-27
Gleason Group, Inc.
NEW36—+36——$3.0K—2026-10-15
Burk Holdings LLC
DECREASED2871-43-61%$5.8K$2.4K-$3.5K2026-11-05
IFS Advisors, LLC
NEW27—+27——$2.3K—2026-10-14
Rossby Financial, LCC
NEW27—+27——$2.3K—2026-11-05
SYM Financial Corp
UNCHANGED252500%$2.1K$2.1K+$542026-10-26
Markowski Investments
UNCHANGED222200%$1.8K$1.9K+$472026-10-30
MJT & Associates Financial Advisory Group, Inc.
NEW19—+19——$1.6K—2026-10-07
Wealth Enhancement Trust Services, Inc.
UNCHANGED151500%$1.2K$1.3K+$322026-10-07
Lloyd Advisory Services, Llc.
UNCHANGED131300%$1.1K$1.1K+$292026-11-02
Powell Investment Advisors, LLC
UNCHANGED131300%$1.1K$1.1K+$272026-10-22
Archer Investment Corp
UNCHANGED121200%$987$1.0K+$262026-11-05
Register Financial Advisors LLC
DECREASED8288-280-97%$23.7K$675-$23.0K2026-10-23
Planning Strategies Inc.
UNCHANGED8800%$658$675+$172026-10-02
Sfam, LLC
UNCHANGED8800%$658$675+$172026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED7700%$576$591+$152026-11-05
Ascentis Independent Advisors
NEW5—+5——$422—2026-11-03
Kingdom Financial Group Llc.
DECREASED23-1-33%$231$127-$1042026-11-04
TD Private Client Wealth LLC
UNCHANGED1100%$103$105+$22026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED066,200-66,200-100%$5.4M$0-$5.4M2026-11-03
Professional Financial Advisors, LLC
CLOSED046,618-46,618-100%$3.8M$0-$3.8M2026-10-13
Stonehearth Capital Management, LLC
CLOSED020,937-20,937-100%$1.7M$0-$1.7M2026-10-13
Ceera Investments, LLC
CLOSED03,475-3,475-100%$285.9K$0-$285.9K2026-11-02
Corepath Wealth Partners LLC
CLOSED02,749-2,749-100%$227.3K$0-$227.3K2026-10-21
Krilogy Financial LLC
CLOSED02,564-2,564-100%$210.9K$0-$210.9K2026-10-13
New Covenant Trust Company, N.A.
CLOSED02,552-2,552-100%$210.0K$0-$210.0K2026-10-08
Finley Financial, LLC
CLOSED01,050-1,050-100%$86.4K$0-$86.4K2026-10-28
Park National Corp
CLOSED0890-890-100%$73.2K$0-$73.2K2026-10-05
International Assets Investment Management, LLC
CLOSED0714-714-100%$59.2K$0-$59.2K2026-11-02
MCF Advisors LLC
CLOSED0451-451-100%$37.1K$0-$37.1K2026-10-28
Tucker Asset Management LLC
CLOSED0345-345-100%$28.4K$0-$28.4K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0256-256-100%$21.1K$0-$21.1K2026-10-14
Salem Investment Counselors Inc
CLOSED0250-250-100%$20.6K$0-$20.6K2026-10-13
Robinswood Financial LLC
CLOSED0160-160-100%$13.2K$0-$13.2K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0125-125-100%$10.3K$0-$10.3K2026-10-29
Networth Advisors, LLC
CLOSED0120-120-100%$9.8K$0-$9.8K2026-11-03
Wilkerson Advisory Group LLC
CLOSED074-74-100%$6.1K$0-$6.1K2026-10-20
Mcdonald Partners LLC
CLOSED064-64-100%$5.3K$0-$5.3K2026-11-03
Farmers & Merchants Investments Inc
CLOSED025-25-100%$2.1K$0-$2.1K2026-10-22
Pittenger & Anderson Inc
CLOSED020-20-100%$1.6K$0-$1.6K2026-11-02
Jones Financial Companies Lllp
N/A—53,299,660-53,299,660-100%$4.4B———
Natixis Advisors, LLC
N/A—14,107,864-14,107,864-100%$1.2B———
Tiaa Wealth Investment Management LLC
N/A—9,651,143-9,651,143-100%$795.3M———
Goldman Sachs Group Inc
N/A—6,322,889-6,322,889-100%$520.2M———
FMR LLC
N/A—5,321,287-5,321,287-100%$437.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,508,820-4,508,820-100%$370.9M———
BlackRock, Inc.
N/A—3,880,423-3,880,423-100%$319.2M———
Morgan Stanley
N/A—2,276,111-2,276,111-100%$187.3M———
Bank of America Corp
N/A—1,958,678-1,958,678-100%$161.1M———
Jane Street Group, LLC
N/A—1,534,940-1,534,940-100%$126.3M———
Northern Trust Corp
N/A—1,302,991-1,302,991-100%$107.2M———
Focus Partners Wealth
N/A—1,274,009-1,274,009-100%$104.8M———
Cetera Investment Advisers
N/A—1,189,371-1,189,371-100%$97.8M———
Wellington Management Group LLP
N/A—1,070,547-1,070,547-100%$88.1M———
UBS Group AG
N/A—963,893-963,893-100%$79.3M———
LPL Financial LLC
N/A—940,672-940,672-100%$77.4M———
Northwestern Mutual Wealth Management Co
N/A—724,156-724,156-100%$59.6M———
Bank of Montreal
N/A—718,382-718,382-100%$59.1M———
State of Tennessee, Department of Treasury
N/A—611,475-611,475-100%$50.3M———
HighTower Advisors, LLC
N/A—601,647-601,647-100%$49.5M———
Envestnet Asset Management Inc
N/A—554,806-554,806-100%$45.6M———
Moneta Group Investment Advisors LLC
N/A—530,040-530,040-100%$43.6M———
Wells Fargo & Company
N/A—501,946-501,946-100%$41.3M———
PNC Financial Services Group, Inc.
N/A—470,951-470,951-100%$38.7M———
Baker Avenue Asset Management, LP
N/A—451,566-451,566-100%$37.2M———
Flow Traders U.S. LLC
N/A—392,688-392,688-100%$32.3M———
Mercer Global Advisors Inc
N/A—388,759-388,759-100%$32.0M———
Pathstone Holdings, LLC
N/A—386,423-386,423-100%$31.8M———
MAI Capital Management
N/A—383,693-383,693-100%$31.6M———
Savant Capital, LLC
N/A—372,190-372,190-100%$31.2M———
Royal Bank of Canada
N/A—354,448-354,448-100%$29.2M———
Arvest Bank Trust Division
N/A—310,319-310,319-100%$25.5M———
Fifth Third Bancorp
N/A—298,877-298,877-100%$24.6M———
Pure Financial Advisors, LLC
N/A—295,814-295,814-100%$24.3M———
Ballentine Partners, LLC
N/A—288,781-288,781-100%$23.8M———
Envestnet Portfolio Solutions, Inc.
N/A—263,593-263,593-100%$21.7M———
Stifel Financial Corp
N/A—251,342-251,342-100%$20.7M———
IMA Advisory Services, Inc.
N/A—225,707-225,707-100%$18.6M———
Raymond James Financial Inc
N/A—218,025-218,025-100%$17.9M———
Osaic Holdings, Inc.
N/A—208,440-208,440-100%$17.2M———
Tiaa Trust, National Association
N/A—196,911-196,911-100%$16.2M———
Sequoia Financial Advisors, LLC
N/A—175,462-175,462-100%$14.4M———
Range Advisory, LLC
N/A—172,369-172,369-100%$14.2M———
Curi Capital, LLC
N/A—168,288-168,288-100%$13.8M———
Nuveen, LLC
N/A—164,067-164,067-100%$13.5M———
Captrust Financial Advisors
N/A—162,894-162,894-100%$13.4M———
Checchi Capital Advisers, LLC
N/A—162,285-162,285-100%$13.4M———
Mariner, LLC
N/A—161,488-161,488-100%$13.3M———
NewEdge Advisors, LLC
N/A—143,478-143,478-100%$11.8M———
Federation des caisses Desjardins du Quebec
N/A—142,085-142,085-100%$11.7M———
Alesco Advisors, LLC, An ESL Co
N/A—140,031-140,031-100%$11.5M———
Tudor Investment Corp ET AL
N/A—139,628-139,628-100%$11.5M———
Brand Asset Management Group, Inc.
N/A—134,949-134,949-100%$11.1M———
Ameriprise Financial Inc
N/A—133,683-133,683-100%$11.0M———
Baird Financial Group, Inc.
N/A—127,823-127,823-100%$10.5M———
Wescap Management Group, Inc.
N/A—127,477-127,477-100%$10.5M———
JPMorgan Chase & Co
N/A—121,299-121,299-100%$10.0M———
M&T Bank Corp
N/A—118,277-118,277-100%$9.7M———
DRW Securities, LLC
N/A—117,097-117,097-100%$9.6M———
Acadian Asset Management LLC
N/A—115,123-115,123-100%$9.5M———
Focus Partners Advisor Solutions, LLC
N/A—111,022-111,022-100%$9.1M———
Bessemer Group Inc
N/A—107,225-107,225-100%$8.8M———
SEI Investments Co
N/A—106,672-106,672-100%$8.8M———
Integrated Wealth Concepts LLC
N/A—106,188-106,188-100%$8.7M———
Bleakley Financial Group, LLC
N/A—101,101-101,101-100%$8.3M———
Beacon Pointe Advisors, LLC
N/A—88,345-88,345-100%$7.3M———
Wealthspire Retirement, LLC
N/A—86,551-86,551-100%$7.1M———
Franklin Resources Inc
N/A—84,016-84,016-100%$6.9M———
NorthStar Asset Management LLC
N/A—82,601-82,601-100%$6.8M———
Waverly Advisors, LLC
N/A—74,463-74,463-100%$6.1M———
Ritholtz Wealth Management
N/A—71,800-71,800-100%$5.9M———
MML Investors Services, LLC
N/A—71,711-71,711-100%$5.9M———
Harbor Advisory Corp
N/A—70,845-70,845-100%$5.8M———
Cerity Partners LLC
N/A—68,932-68,932-100%$5.7M———
Cascade Financial Partners, LLC
N/A—68,728-68,728-100%$5.7M———
Renaissance Technologies LLC
N/A—68,600-68,600-100%$5.6M———
Coldstream Capital Management Inc
N/A—68,241-68,241-100%$5.6M———
Quent Capital, LLC
N/A—67,573-67,573-100%$5.6M———
Bank of Hawaii
N/A—67,150-67,150-100%$5.5M———
One Capital Management, LLC
N/A—65,083-65,083-100%$5.1M———
Schroder Investment Management Group
N/A—63,074-63,074-100%$5.2M———
Allworth Financial LP
N/A—62,890-62,890-100%$5.2M———
&partners
N/A—62,748-62,748-100%$5.1M———
Private Advisor Group, LLC
N/A—62,723-62,723-100%$5.2M———
FCA Corp
N/A—62,199-62,199-100%$5.1M———
Composition Wealth, LLC
N/A—60,932-60,932-100%$5.0M———
CIBC Bancorp USA Inc.
N/A—60,101-60,101-100%$4.9M———
Clearwater Capital Advisors, LLC
N/A—58,515-58,515-100%$4.8M———
O'shaughnessy Asset Management, LLC
N/A—58,070-58,070-100%$4.8M———
SVB Wealth LLC
N/A—57,388-57,388-100%$4.7M———
Qube Research & Technologies Ltd
N/A—56,232-56,232-100%$4.6M———
Heritage Trust Co
N/A—54,534-54,534-100%$4.5M———
Aptus Capital Advisors, LLC
N/A—52,518-52,518-100%$4.3M———
Partners in Financial Planning
N/A—51,454-51,454-100%$4.2M———
Fi3 Financial Advisors, LLC
N/A—50,162-50,162-100%$5.2M———
Martin & Co Inc
N/A—50,003-50,003-100%$4.1M———
World Investment Advisors
N/A—49,024-49,024-100%$3.8M———
Glenmede Trust Co NA
N/A—48,387-48,387-100%$4.0M———
Richard W. Paul & Associates, LLC
N/A—46,878-46,878-100%$3.9M———
Nicolet Bankshares Inc
N/A—46,499-46,499-100%$3.9M———
Steward Partners Investment Advisory, LLC
N/A—45,110-45,110-100%$3.7M———
Susquehanna International Group, LLP
N/A—44,337-44,337-100%$3.6M———
Summit Trail Advisors, LLC
N/A—43,500-43,500-100%$3.6M———
Hancock Whitney Corp
N/A—42,089-42,089-100%$3.5M———
Beacon Harbor Wealth Advisors, Inc.
N/A—40,870-40,870-100%$3.4M———
Global Retirement Partners, LLC
N/A—40,793-40,793-100%$3.4M———
Strategic Wealth Advisors LLC
N/A—40,598-40,598-100%$3.1K———
Crewe Advisors LLC
N/A—39,586-39,586-100%$3.3M———
Advisory Services Network, LLC
N/A—38,017-38,017-100%$3.1M———
Pointe Capital Management LLC
N/A—37,483-37,483-100%$3.1M———
Disciplined Investments, LLC
N/A—37,414-37,414-100%$3.1M———
Principal Securities, Inc.
N/A—35,100-35,100-100%$2.9M———
Bartlett & Co. Wealth Management LLC
N/A—34,531-34,531-100%$2.8M———
AQR Capital Management LLC
N/A—32,914-32,914-100%$2.7M———
Wescott Financial Advisory Group, LLC
N/A—31,471-31,471-100%$2.6M———
First Citizens Asset Management, Inc.
N/A—30,874-30,874-100%$2.5M———
IHT Wealth Management, LLC
N/A—30,756-30,756-100%$2.5M———
Kingsview Wealth Management, LLC
N/A—29,095-29,095-100%$2.4M———
Blair William & Co
N/A—28,736-28,736-100%$2.4M———
Vance Wealth, LLC
N/A—28,383-28,383-100%$2.3M———
Argent Trust Co
N/A—28,058-28,058-100%$2.3M———
Capital Analysts, LLC
N/A—27,886-27,886-100%$2.3M———
OneAscent Financial Services LLC
N/A—27,551-27,551-100%$2.3M———
Stock Yards Bank & Trust Co
N/A—27,495-27,495-100%$2.3M———
Regal Investment Advisors LLC
N/A—27,176-27,176-100%$2.2M———
Merit Financial Group, LLC
N/A—26,564-26,564-100%$2.2M———
Cresset Asset Management, LLC
N/A—26,033-26,033-100%$2.1M———
American Financial Advisors, LLC
N/A—25,551-25,551-100%$2.1M———
American Century Companies Inc
N/A—25,369-25,369-100%$2.1M———
National Bank of Canada
N/A—24,990-24,990-100%$2.1M———
Atlas Capital Advisors Inc.
N/A—24,650-24,650-100%$2.0M———
CI Investments Inc.
N/A—23,521-23,521-100%$1.9M———
TRB Wealth Management, LLC
N/A—23,225-23,225-100%$1.9M———
Summit Financial, LLC
N/A—23,014-23,014-100%$1.9M———
RPg Family Wealth Advisory, LLC
N/A—22,609-22,609-100%$1.9M———
Cary Street Partners Financial LLC
N/A—22,526-22,526-100%$536.7K———
Risk Paradigm Group, LLC
N/A—22,462-22,462-100%$1.8M———
Rialto Wealth Management, LLC
N/A—22,079-22,079-100%$1.8M———
Geneos Wealth Management Inc.
N/A—21,823-21,823-100%$1.8M———
Quantinno Capital Management LP
N/A—21,418-21,418-100%$1.8M———
SageView Advisory Group, LLC
N/A—21,240-21,240-100%$1.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—20,226-20,226-100%$1.7M———
FDx Advisors, Inc.
N/A—19,704-19,704-100%$1.6M———
RWA Wealth Partners, LLC
N/A—19,578-19,578-100%$1.6M———
Cardiff Park Advisors, LLC
N/A—19,220-19,220-100%$1.6M———
Hudson Portfolio Management LLC
N/A—18,870-18,870-100%$1.6M———
Falcon Wealth Planning
N/A—18,809-18,809-100%$1.5M———
Morris Financial Concepts, Inc.
N/A—18,789-18,789-100%$1.5M———
SCS Capital Management LLC
N/A—18,428-18,428-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—18,380-18,380-100%$1.5M———
Keel Point, LLC
N/A—18,033-18,033-100%$1.5M———
Continuum Advisory, LLC
N/A—17,714-17,714-100%$1.5M———
Allegheny Financial Group
N/A—17,658-17,658-100%$1.5M———
Parkwoods Wealth Partners, LLC
N/A—17,602-17,602-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—17,333-17,333-100%$1.4M———
MB Generational Wealth, LLC
N/A—16,533-16,533-100%$1.4M———
Clearstead Advisors, LLC
N/A—16,133-16,133-100%$1.3M———
UMB Bank, n.a.
N/A—16,033-16,033-100%$1.3M———
EP Wealth Advisors, LLC
N/A—15,974-15,974-100%$1.3M———
Forefront Wealth Partners, LLC
N/A—15,655-15,655-100%$1.3M———
TAGStone Capital, Inc.
N/A—15,209-15,209-100%$1.3M———
Arkadios Wealth Advisors
N/A—15,182-15,182-100%$1.2M———
Tortoise Investment Management, LLC
N/A—15,081-15,081-100%$1.2M———
RBF Capital, LLC
N/A—15,000-15,000-100%$1.2M———
Toronto Dominion Bank
N/A—14,758-14,758-100%$1.2M———
Meramec Financial Planners, LLC
N/A—14,584-14,584-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—14,528-14,528-100%$1.2M———
Sanctuary Advisors, LLC
N/A—13,985-13,985-100%$1.2M———
Deutsche Bank Ag\
N/A—13,330-13,330-100%$1.1M———
Westmount Partners, LLC
N/A—12,829-12,829-100%$1.1M———
Tobias Financial Advisors, Inc.
N/A—12,645-12,645-100%$1.0M———
Tilson Financial Group, Inc.
N/A—12,534-12,534-100%$1.0M———
Flputnam Investment Management Co
N/A—12,495-12,495-100%$1.0M———
Two Sigma Securities, LLC
N/A—12,488-12,488-100%$1.0M———
Financial Engines Advisors L.L.C.
N/A—12,336-12,336-100%$1.0M———
Mason Investment Advisory Services, Inc.
N/A—11,981-11,981-100%$985.6K———
UBS Asset Management Americas LLC
N/A—11,566-11,566-100%$951.5K———
Betterment LLC
N/A—11,396-11,396-100%$938.0K———
Truepoint, Inc.
N/A—11,357-11,357-100%$934.4K———
Smartleaf Asset Management LLC
N/A—11,274-11,274-100%$929.0K———
Whittier Trust Co
N/A—11,213-11,213-100%$949.7K———
Independent Advisor Alliance
N/A—11,016-11,016-100%$906.3K———
Wealthspire Advisors, LLC
N/A—10,927-10,927-100%$898.9K———
First American Trust, FSB
N/A—10,893-10,893-100%$896.2K———
Bedel Financial Consulting, Inc.
N/A—10,604-10,604-100%$872.4K———
Equitable Holdings, Inc.
N/A—10,496-10,496-100%$863.5K———
Savvy Advisors, Inc.
N/A—10,456-10,456-100%$860.2K———
Accretive Wealth Partners, LLC
N/A—10,163-10,163-100%$836.1K———
Johnson Investment Counsel Inc
N/A—9,874-9,874-100%$812.3K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—9,548-9,548-100%$785.5K———
Old Mission Capital LLC
N/A—9,497-9,497-100%$781.3K———
Callan Family Office, LLC
N/A—9,413-9,413-100%$774.4K———
Invesco Ltd.
N/A—8,818-8,818-100%$725.5K———
Fidelis Capital Partners, LLC
N/A—8,721-8,721-100%$717.5K———
Windward Private Wealth Management Inc.
N/A—8,475-8,475-100%$697.2K———
CIBC World Market Inc.
N/A—8,252-8,252-100%$678.9K———
Smith Partners Wealth Management, LLC
N/A—8,157-8,157-100%$671.1K———
First Western Trust Bank
N/A—8,137-8,137-100%$669.4K———
Great Valley Advisor Group, Inc.
N/A—8,049-8,049-100%$662.4K———
Pinnacle Financial Partners, Inc.
N/A—8,044-8,044-100%$661.8K———
Peapack Gladstone Financial Corp
N/A—8,036-8,036-100%$661.0K———
Alliancebernstein L.P.
N/A—7,718-7,718-100%$605.2K———
Commerce Bank
N/A—7,712-7,712-100%$634.5K———
RiverGlades Family Offices LLC
N/A—7,701-7,701-100%$633.6K———
Integrity Wealth Solutions LLC
N/A—7,684-7,684-100%$632.1K———
Ancora Advisors LLCA
N/A—7,677-7,677-100%$631.6K———
Pitcairn Wealth Advisors LLC
N/A—7,558-7,558-100%$621.8K———
JMG Financial Group, Ltd.
N/A—7,461-7,461-100%$613.8K———
Matters Capital LLC
N/A—7,387-7,387-100%$607.7K———
Athena Investment Management
N/A—7,380-7,380-100%$607.2K———
Twin Focus Capital Partners, LLC
N/A—7,320-7,320-100%$602.2K———
Mutual Advisors, LLC
N/A—7,282-7,282-100%$599.1K———
NewEdge Wealth, LLC
N/A—7,274-7,274-100%$598.5K———
McLean Asset Management Corp
N/A—7,233-7,233-100%$606.8K———
Causeway Capital Management LLC
N/A—7,100-7,100-100%$584.1K———
Capital Group Private Client Services, Inc.
N/A—7,025-7,025-100%$577.9K———
Rehmann Capital Advisory Group
N/A—6,843-6,843-100%$563.0K———
AE Wealth Management LLC
N/A—6,804-6,804-100%$559.9K———
Becker Capital Management Inc
N/A—6,584-6,584-100%$541.7K———
Headinvest, LLC
N/A—6,480-6,480-100%$533.1K———
Janney Montgomery Scott LLC
N/A—6,439-6,439-100%$530.0K———
Sentinel Wealth Management, Inc.
N/A—6,426-6,426-100%$528.7K———
Arax Advisory Partners
N/A—6,382-6,382-100%$525.1K———
Bridge Generations Wealth Management LLC
N/A—6,262-6,262-100%$515.2K———
Peloton Wealth Strategists
N/A—6,236-6,236-100%$513.0K———
Nwam LLC
N/A—5,996-5,996-100%$493.3K———
Beaird Harris Wealth Management, LLC
N/A—5,861-5,861-100%$482.2K———
BFC Planning, Inc.
N/A—5,802-5,802-100%$477.3K———
Sierra Capital LLC
N/A—5,723-5,723-100%$470.8K———
Gladstone Institutional Advisory LLC
N/A—5,666-5,666-100%$466.1K———
Foundations Investment Advisors, LLC
N/A—5,651-5,651-100%$464.9K———
Sand Hill Global Advisors, LLC
N/A—5,623-5,623-100%$462.6K———
Empower Advisory Group, LLC
N/A—5,623-5,623-100%$462.6K———
Hexagon Capital Partners LLC
N/A—5,539-5,539-100%$455.7K———
GW&K Investment Management, LLC
N/A—5,402-5,402-100%$444.0K———
Freestone Capital Holdings, LLC
N/A—5,256-5,256-100%$432.4K———
Stratos Wealth Partners, Ltd.
N/A—5,147-5,147-100%$423.5K———
Vista Investment Management
N/A—5,098-5,098-100%$419.4K———
Rathbones Group PLC
N/A—5,036-5,036-100%$414.3K———
Fort Vancouver Investment Management, LLC
N/A—4,985-4,985-100%$410.1K———
Huntington National Bank
N/A—4,956-4,956-100%$407.7K———
Kavar Capital Partners Group, LLC
N/A—4,609-4,609-100%$379.2K———
Harbour Investments, Inc.
N/A—4,421-4,421-100%$363.7K———
Stephens Inc
N/A—4,160-4,160-100%$342.2K———
BOK Financial Private Wealth, Inc.
N/A—4,100-4,100-100%$337.3K———
Belpointe Asset Management LLC
N/A—4,091-4,091-100%$336.6K———
Fortis Capital Advisors, LLC
N/A—4,091-4,091-100%$336.6K———
Legacy Edge Advisors, LLC
N/A—4,087-4,087-100%$336.2K———
Modern Wealth Management, LLC
N/A—3,996-3,996-100%$328.8K———
Wealthfront Advisers LLC
N/A—3,976-3,976-100%$327.1K———
Garrison Point Advisors, LLC
N/A—3,927-3,927-100%$323.1K———
Beckerman Institutional, LLC
N/A—3,799-3,799-100%$312.5K———
Hemenway Trust Co LLC
N/A—3,700-3,700-100%$304.4K———
Jacobs Equity LLC
N/A—3,684-3,684-100%$303.1K———
Cornerstone Financial Management LLC
N/A—3,555-3,555-100%$292.4K———
RiverFront Investment Group, LLC
N/A—3,534-3,534-100%$290.7K———
UP Strategic Wealth Investment Advisors LLC
N/A—3,451-3,451-100%$296.5K———
Mosaic Financial Group, LLC
N/A—3,422-3,422-100%$282.0K———
Frazier Financial Advisors, LLC
N/A—3,355-3,355-100%$276.0K———
Essex Financial Services, Inc.
N/A—3,340-3,340-100%$274.8K———
Raffa Wealth Management, LLC
N/A—3,225-3,225-100%$265.3K———
NorthRock Partners, LLC
N/A—3,018-3,018-100%$248.3K———
XTX Topco Ltd
N/A—3,013-3,013-100%$247.9K———
Meeder Advisory Services, Inc.
N/A—2,998-2,998-100%$246.7K———
Claris Advisors, LLC / MO /
N/A—2,890-2,890-100%$237.8K———
Werba Rubin Papier Wealth Management
N/A—2,874-2,874-100%$236.5K———
Berger Financial Group, Inc
N/A—2,769-2,769-100%$227.8K———
Note Advisors, LLC
N/A—2,764-2,764-100%$227.4K———
Granite Harbor Advisors, Inc.
N/A—2,761-2,761-100%$227.1K———
Vistica Wealth Advisors, LLC
N/A—2,743-2,743-100%$225.7K———
Ground Swell Capital, LLC
N/A—2,715-2,715-100%$223.4K———
Benjamin Edwards Inc
N/A—2,528-2,528-100%$208.0K———
Curio Wealth, LLC
N/A—2,522-2,522-100%$207.5K———
HighPoint Advisor Group LLC
N/A—2,486-2,486-100%$204.5K———
Park Place Capital Corp
N/A—2,463-2,463-100%$202.7K———
Pinney & Scofield, Inc.
N/A—2,390-2,390-100%$196.6K———
Longview Financial Advisors LLC
N/A—2,036-2,036-100%$167.5K———
Bayban
N/A—1,900-1,900-100%$156.3K———
Glassman Wealth Services
N/A—1,786-1,786-100%$146.9K———
New Republic Capital, LLC
N/A—1,785-1,785-100%$146.9K———
Atlantic Union Bankshares Corp
N/A—1,772-1,772-100%$145.8K———
Tanglewood Legacy Advisors, LLC
N/A—1,615-1,615-100%$132.9K———
Creekmur Asset Management LLC
N/A—1,614-1,614-100%$132.8K———
Bravera Wealth
N/A—1,548-1,548-100%$127.4K———
Horizon Bancorp Inc
N/A—1,456-1,456-100%$120.0K———
WealthCollab, LLC
N/A—1,332-1,332-100%$109.6K———
Institute for Wealth Management, Llc.
N/A—1,262-1,262-100%$103.8K———
Rothschild Investment LLC
N/A—1,181-1,181-100%$97.2K———
Addison Advisors LLC
N/A—1,159-1,159-100%$95.4K———
Copia Wealth Management
N/A—1,120-1,120-100%$92.1K———
Teachers Insurance & Annuity Association of America
N/A—1,036-1,036-100%$85.2K———
JDM Financial Group LLC
N/A—875-875-100%$72.0K———
Central Trust Co
N/A—850-850-100%$69.9K———
Oakmont Advisory Group, LLC
N/A—840-840-100%$69.1K———
ST Germain D J Co Inc
N/A—806-806-100%$66.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—802-802-100%$66.0K———
Kilter Group LLC
N/A—792-792-100%$65.2K———
Vanguard National Trust Co
N/A—750-750-100%$61.7K———
Vanguard Advisers Inc
N/A—686-686-100%$56.5K———
Bitterroot Capital Advisors LLC
N/A—646-646-100%$53.1K———
Caldwell Sutter Capital, Inc.
N/A—624-624-100%$51.3K———
Godfrey Financial Associates, Inc.
N/A—570-570-100%$46.9K———
Howe & Rusling Inc
N/A—483-483-100%$39.7K———
C M Bidwell & Associates LTD
N/A—451-451-100%$37.1K———
N.E.W. Advisory Services LLC
N/A—429-429-100%$35.3K———
Cambient Family Office, LLC
N/A—406-406-100%$33.4K———
Dunhill Financial, LLC
N/A—405-405-100%$33.3K———
Colonial Trust Co / SC
N/A—388-388-100%$31.9K———
Benson Wealth Management Inc
N/A—361-361-100%$29.7K———
SHP Wealth Management
N/A—341-341-100%$28.1K———
IFG Advisory, LLC
N/A—340-340-100%$28.0K———
MRP Capital Investments, LLC
N/A—331-331-100%$27.2K———
IAG Wealth Partners, LLC
N/A—326-326-100%$26.8K———
Hantz Financial Services, Inc.
N/A—318-318-100%$26.0K———
Strive Financial Group,LLC
N/A—317-317-100%$26.1K———
Coston, McIsaac & Partners
N/A—301-301-100%$24———
Tower Research Capital LLC (TRC)
N/A—299-299-100%$24.6K———
Medallion Wealth Advisors, LLC
N/A—293-293-100%$24.1K———
Strategic Wealth Partners, Ltd.
N/A—291-291-100%$23.9K———
Dogwood Wealth Management LLC
N/A—274-274-100%$22.5K———
Bogart Wealth, LLC
N/A—274-274-100%$22.5K———
Corsicana & Co.
N/A—261-261-100%$21.5K———
Russell Investments Group, Ltd.
N/A—260-260-100%$21.4K———
Private Wealth Asset Management, LLC
N/A—251-251-100%$20.7K———
Whittier Trust Co of Nevada Inc
N/A—222-222-100%$18.5K———
Kerr Financial Planning Corp
N/A—220-220-100%$18.1K———
S&T Bank
N/A—191-191-100%$15.7K———
1015 Capital Partners, LLC
N/A—170-170-100%$14.0K———
CNB Bank
N/A—165-165-100%$13.6K———
FAS Wealth Partners, Inc.
N/A—125-125-100%$10.3K———
CVA Family Office, LLC
N/A—120-120-100%$9.9K———
Rogco, LP
N/A—113-113-100%$9.3K———
Walsh & Associates, LLC
N/A—67-67-100%$5.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—58-58-100%$4.8K———
Lowe Brockenbrough & Co Inc
N/A—57-57-100%$4.7K———
Coppell Advisory Solutions LLC
N/A—46-46-100%$620.1K———
Fiduciary Financial Advisors
N/A—45-45-100%$3.7K———
PlanVest Financial, Inc
N/A—45-45-100%$3.7K———
Anchor Investment Management, LLC
N/A—42-42-100%$3.5K———
Winch Advisory Services, LLC
N/A—40-40-100%$3.8K———
Providence Capital Advisors, LLC
N/A—34-34-100%$2.8K———
Founders Financial Alliance, LLC
N/A—29-29-100%$2.4K———
Synergy Investment Management, LLC
N/A—22-22-100%$1.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—22-22-100%$1.8K———
Clearstead Trust, LLC
N/A—13-13-100%$1.1K———
Investment Counsel Co of Nevada
N/A—12-12-100%$988———
Fourth Dimension Wealth, LLC
N/A—10-10-100%$829———
Hollencrest Capital Management
N/A—7-7-100%$576———
Talon Private Wealth, LLC
N/A—7-7-100%$586———
Alerus Financial NA
N/A—6-6-100%$494———
Showing 808 of 808 institutions