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Ishares International Select (IDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,747,385 from 2,851,073
Change-103,688 (-4%)
Value$115.9M (-$2.2M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares2,197,735 from 2,195,127
Change+2,608 (+0%)
Value$92.7M (+$1.8M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares1,474,904 from 1,300,427
Change+174,477 (+13%)
Value$62.2M (+$8.3M)
Filed 2026-11-02
One Way Holdings LLC
INCREASED
Shares993,572 from 965,473
Change+28,099 (+3%)
Value$41.9M (+$1.9M)
Filed 2026-10-29
GHP Investment Advisors, Inc.
INCREASED
Shares779,880 from 778,589
Change+1,291 (+0%)
Value$32.9M (+$646.2K)
Filed 2026-10-15
Regions Financial Corp
DECREASED
Shares632,523 from 650,724
Change-18,201 (-3%)
Value$26.7M (-$273.3K)
Filed 2026-11-05
Berkshire Money Management, Inc.
INCREASED
Shares570,542 from 551,300
Change+19,242 (+3%)
Value$24.1M (+$1.2M)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares514,930 from 502,117
Change+12,813 (+3%)
Value$21.7M (+$922.2K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares474,951 from 492,388
Change-17,437 (-4%)
Value$20.0M (-$361.4K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares468,419 from 475,963
Change-7,544 (-2%)
Value$19.8M (+$43.4K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares432,030 from 421,282
Change+10,748 (+3%)
Value$18.1M (+$695.9K)
Filed 2026-10-15
Eagle Bluffs Wealth Management LLC
INCREASED
Shares394,769 from 376,612
Change+18,157 (+5%)
Value$16.7M (+$1.1M)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares387,579 from 368,931
Change+18,648 (+5%)
Value$16.4M (+$1.1M)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares383,576 from 327,533
Change+56,043 (+17%)
Value$16.2M (+$2.6M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares370,382 from 335,922
Change+34,460 (+10%)
Value$15.6M (+$1.7M)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares308,872 from 104,812
Change+204,060 (+195%)
Value$13.0M (+$8.7M)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares300,146 from 322,886
Change-22,740 (-7%)
Value$12.7M (-$714.0K)
Filed 2026-10-30
Johnson & White Wealth Management, LLC
INCREASED
Shares290,895 from 283,503
Change+7,392 (+3%)
Value$12.3M (+$527.3K)
Filed 2026-11-03
Bangor Savings Bank
INCREASED
Shares284,103 from 283,010
Change+1,093 (+0%)
Value$12.0M (+$261.2K)
Filed 2026-10-06
Cowa, LLC
INCREASED
Shares283,425 from 275,470
Change+7,955 (+3%)
Value$12.0M (+$545.0K)
Filed 2026-10-30
Linscomb Wealth, Inc.
DECREASED
Shares281,501 from 285,702
Change-4,201 (-1%)
Value$11.9M (+$39.9K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares281,038 from 272,907
Change+8,131 (+3%)
Value$11.9M (+$550.4K)
Filed 2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED
Shares279,270 from 264,035
Change+15,235 (+6%)
Value$11.8M (+$843.4K)
Filed 2026-10-09
Enclave Advisors LLC
INCREASED
Shares270,342 from 241,193
Change+29,149 (+12%)
Value$11.4M (+$1.4M)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares263,207 from 207,061
Change+56,146 (+27%)
Value$11.1M (+$2.5M)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
INCREASED
Shares247,134 from 239,217
Change+7,917 (+3%)
Value$10.4M (+$515.8K)
Filed 2026-10-28
San Luis Wealth Advisors LLC
INCREASED
Shares229,266 from 181,683
Change+47,583 (+26%)
Value$9.7M (+$2.1M)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares221,937 from 150,047
Change+71,890 (+48%)
Value$9.4M (+$3.1M)
Filed 2026-11-04
CX Institutional
INCREASED
Shares216,515 from 201,194
Change+15,321 (+8%)
Value$9.1K (+$800)
Filed 2026-10-02
Ocean Park Asset Management, LLC
INCREASED
Shares200,114 from 153,737
Change+46,377 (+30%)
Value$8.4M (+$2.1M)
Filed 2026-10-21
Forte Asset Management LLC
INCREASED
Shares199,914 from 196,265
Change+3,649 (+2%)
Value$8.4M (+$303.1K)
Filed 2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares190,179 from 184,252
Change+5,927 (+3%)
Value$8.0M (+$390.1K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares189,370 from 185,937
Change+3,433 (+2%)
Value$8.0M (+$286.2K)
Filed 2026-10-08
Angeles Investment Advisors, LLC
UNCHANGED
Shares187,685 from 187,685
Change0 (0%)
Value$7.9M (+$142.6K)
Filed 2026-10-22
Angeles Wealth Management, LLC
UNCHANGED
Shares182,000 from 182,000
Change0 (0%)
Value$7.7M (+$138.3K)
Filed 2026-10-26
Strategy Asset Managers LLC
INCREASED
Shares176,685 from 175,556
Change+1,129 (+1%)
Value$7.5M (+$181.1K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares171,211 from 190,313
Change-19,102 (-10%)
Value$7.1M (-$874.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares168,387 from 160,534
Change+7,853 (+5%)
Value$7.1K (-$6.6M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares157,838 from 152,262
Change+5,576 (+4%)
Value$6.7M (+$351.0K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares154,794 from 145,965
Change+8,829 (+6%)
Value$6.5M (+$483.4K)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
INCREASED
Shares151,882 from 151,241
Change+641 (+0%)
Value$6.4M (+$142.0K)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares151,760 from 61,875
Change+89,885 (+145%)
Value$6.4M (+$3.8M)
Filed 2026-10-16
NWF Advisory Services Inc.
INCREASED
Shares151,342 from 136,811
Change+14,531 (+11%)
Value$6.4M (+$717.1K)
Filed 2026-10-19
Access Investment Management LLC
INCREASED
Shares147,595 from 126,513
Change+21,082 (+17%)
Value$6.2M (+$985.6K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares147,232 from 146,468
Change+764 (+1%)
Value$6.2M (+$143.6K)
Filed 2026-11-05
Arvest Investments, Inc.
DECREASED
Shares137,422 from 148,637
Change-11,215 (-8%)
Value$5.8M (-$360.2K)
Filed 2026-10-21
Prota Financial, LLC
INCREASED
Shares132,574 from 130,379
Change+2,195 (+2%)
Value$5.5M (+$136.7K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
DECREASED
Shares131,130 from 134,315
Change-3,185 (-2%)
Value$5.5M (-$32.3K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares126,781 from 130,180
Change-3,399 (-3%)
Value$5.3M (-$102.5K)
Filed 2026-10-16
BFI Infinity Ltd.
INCREASED
Shares119,589 from 107,374
Change+12,215 (+11%)
Value$5.0M (+$597.0K)
Filed 2026-10-16
Gallagher Capital Advisors, LLC
INCREASED
Shares119,515 from 118,608
Change+907 (+1%)
Value$5.0M (+$128.4K)
Filed 2026-10-09
Fortitude Family Office, LLC
UNCHANGED
Shares119,250 from 119,250
Change0 (0%)
Value$5.0M (+$90.6K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
INCREASED
Shares103,475 from 100,992
Change+2,483 (+2%)
Value$4.4M (+$181.5K)
Filed 2026-10-21
Thrive Capital Management, LLC
INCREASED
Shares100,156 from 99,061
Change+1,095 (+1%)
Value$4.2M (+$121.5K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares94,856 from 274,269
Change-179,413 (-65%)
Value$4.0M (-$7.4M)
Filed 2026-11-04
Brady Martz Wealth Solutions, LLC
INCREASED
Shares92,839 from 91,732
Change+1,107 (+1%)
Value$3.9M (+$116.4K)
Filed 2026-11-05
Basso Capital Management, L.P.
DECREASED
Shares92,768 from 259,436
Change-166,668 (-64%)
Value$3.9M (-$6.8M)
Filed 2026-10-30
Marino, Stram & Associates LLC
INCREASED
Shares92,092 from 85,415
Change+6,677 (+8%)
Value$3.9M (+$346.6K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares91,521 from 94,875
Change-3,354 (-4%)
Value$3.9M (-$69.4K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares88,063 from 89,593
Change-1,530 (-2%)
Value$3.7M (+$3.5K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares84,608 from 58,746
Change+25,862 (+44%)
Value$3.6M (+$1.1M)
Filed 2026-10-07
Atwater Malick LLC
INCREASED
Shares74,099 from 71,859
Change+2,240 (+3%)
Value$3.1M (+$149.1K)
Filed 2026-10-15
Patten & Patten Inc
INCREASED
Shares72,812 from 71,608
Change+1,204 (+2%)
Value$3.1M (+$105.2K)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares71,728 from 66,689
Change+5,039 (+8%)
Value$3.0M (+$263.3K)
Filed 2026-10-22
Sterling Financial Planning, Inc.
DECREASED
Shares70,752 from 71,635
Change-883 (-1%)
Value$3.0M (+$17.2K)
Filed 2026-10-28
bLong Financial, LLC
INCREASED
Shares69,277 from 64,746
Change+4,531 (+7%)
Value$2.9M (+$240.2K)
Filed 2026-10-29
Saxon Interests, Inc.
INCREASED
Shares68,529 from 59,752
Change+8,777 (+15%)
Value$2.9M (+$415.7K)
Filed 2026-10-26
Park Edge Advisors, LLC
INCREASED
Shares67,404 from 56,267
Change+11,137 (+20%)
Value$2.8M (+$512.6K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares67,131 from 64,394
Change+2,737 (+4%)
Value$2.8K (-$2.7M)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares64,626 from 61,083
Change+3,543 (+6%)
Value$2.7K (-$2.5M)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares63,999 from 67,767
Change-3,768 (-6%)
Value$2.7M (-$107.5K)
Filed 2026-11-05
Financial Perspectives, Inc
DECREASED
Shares63,029 from 63,096
Change-67 (0%)
Value$2.7M (+$45.1K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
INCREASED
Shares61,860 from 50,705
Change+11,155 (+22%)
Value$2.6M (+$509.2K)
Filed 2026-11-02
Wealth Advisory Solutions, LLC
DECREASED
Shares61,828 from 61,945
Change-117 (0%)
Value$2.6M (+$42.1K)
Filed 2026-10-20
Argyle Capital Partners, LLC
DECREASED
Shares59,460 from 60,423
Change-963 (-2%)
Value$2.5M (+$5.3K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares58,828 from 45,730
Change+13,098 (+29%)
Value$2.5M (+$619.7K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares57,985 from 57,995
Change-10 (0%)
Value$2.4M (+$43.6K)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares57,500 from 61,000
Change-3,500 (-6%)
Value$2.4M (-$101.3K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares56,934 from 55,501
Change+1,433 (+3%)
Value$2.4M (+$102.6K)
Filed 2026-10-19
Manske Wealth Management
DECREASED
Shares56,924 from 57,609
Change-685 (-1%)
Value$2.4M (+$14.9K)
Filed 2026-10-26
Midwest Trust Co
DECREASED
Shares55,901 from 56,693
Change-792 (-1%)
Value$2.4M (+$9.7K)
Filed 2026-10-22
Bluesphere Advisors LLC
INCREASED
Shares55,605 from 53,918
Change+1,687 (+3%)
Value$2.3M (+$112.2K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares54,057 from 60,124
Change-6,067 (-10%)
Value$2.3M (-$210.3K)
Filed 2026-10-29
Integras Partners LLC
INCREASED
Shares52,250 from 50,395
Change+1,855 (+4%)
Value$2.2M (+$116.5K)
Filed 2026-10-30
180 Wealth Advisors, LLC
DECREASED
Shares52,200 from 54,174
Change-1,974 (-4%)
Value$2.2M (-$42.1K)
Filed 2026-11-03
Victory Financial Group, LLC
DECREASED
Shares51,957 from 62,694
Change-10,737 (-17%)
Value$2.2M (-$405.4K)
Filed 2026-10-27
Balentine LLC
DECREASED
Shares51,893 from 55,809
Change-3,916 (-7%)
Value$2.2M (-$122.8K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares51,839 from 51,943
Change-104 (0%)
Value$2.2M (+$35.1K)
Filed 2026-11-03
Sound Stewardship, LLC
DECREASED
Shares51,499 from 54,469
Change-2,970 (-5%)
Value$2.2M (-$83.9K)
Filed 2026-10-14
Financial Advisory Partners, LLC
INCREASED
Shares51,323 from 51,146
Change+177 (+0%)
Value$2.2M (+$46.3K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares50,107 from 50,027
Change+80 (+0%)
Value$2.1M (+$41.4K)
Filed 2026-10-21
Gerald Baker Financial Group LLC
INCREASED
Shares49,929 from 47,702
Change+2,227 (+5%)
Value$2.1M (+$130.2K)
Filed 2026-10-09
Meridian Wealth Management, LLC
INCREASED
Shares49,730 from 5,029
Change+44,701 (+889%)
Value$2.1M (+$1.9M)
Filed 2026-11-05
Curbstone Financial Management Corp
INCREASED
Shares46,340 from 40,360
Change+5,980 (+15%)
Value$2.0M (+$283.0K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares44,445 from 29,503
Change+14,942 (+51%)
Value$1.9M (+$652.8K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares43,814 from 32,215
Change+11,599 (+36%)
Value$1.8M (+$513.8K)
Filed 2026-10-16
Concord Wealth Partners
DECREASED
Shares43,745 from 45,698
Change-1,953 (-4%)
Value$1.8M (-$47.7K)
Filed 2026-11-02
Jnba Financial Advisors
UNCHANGED
Shares42,817 from 42,817
Change0 (0%)
Value$1.8M (+$32.5K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares39,875 from 40,516
Change-641 (-2%)
Value$1.7M (+$3.8K)
Filed 2026-10-14
Nfsg Corp
DECREASED
Shares39,805 from 40,636
Change-831 (-2%)
Value$1.7M (-$4.2K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares39,650 from 38,397
Change+1,253 (+3%)
Value$1.7M (+$82.0K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares38,184 from 36,745
Change+1,439 (+4%)
Value$1.6M (+$88.7K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares37,222 from 36,755
Change+467 (+1%)
Value$1.6M (+$28.3K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares36,833 from 47,635
Change-10,802 (-23%)
Value$1.6M (-$419.5K)
Filed 2026-10-21
Stolper Co
DECREASED
Shares36,650 from 37,656
Change-1,006 (-3%)
Value$1.5K (-$14)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares35,870 from 35,870
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares35,654 from 35,558
Change+96 (+0%)
Value$1.5M (+$31.1K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares35,279 from 40,295
Change-5,016 (-12%)
Value$1.5M (-$181.0K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares35,072 from 35,212
Change-140 (0%)
Value$1.5M (+$20.9K)
Filed 2026-11-04
Puff Wealth Management, LLC
INCREASED
Shares34,720 from 28,774
Change+5,946 (+21%)
Value$1.5M (+$272.7K)
Filed 2026-10-07
Investment Research Partners LLC
DECREASED
Shares34,216 from 34,966
Change-750 (-2%)
Value$1.4M (-$5.1K)
Filed 2026-10-19
Castle Rock Wealth Management, LLC
INCREASED
Shares33,313 from 30,567
Change+2,746 (+9%)
Value$1.4M (+$134.3K)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares33,095 from 7,038
Change+26,057 (+370%)
Value$1.4M (+$1.1M)
Filed 2026-10-23
Cullen T Bankers, Inc.
INCREASED
Shares32,867 from 2,005
Change+30,862 (+1539%)
Value$1.4M (+$1.3M)
Filed 2026-10-28
Invested Advisors
INCREASED
Shares32,509 from 32,080
Change+429 (+1%)
Value$1.4M (+$42.5K)
Filed 2026-10-23
Northcape Wealth Management, LLC
DECREASED
Shares32,250 from 34,774
Change-2,524 (-7%)
Value$1.4M (-$80.1K)
Filed 2026-11-04
Sagace Wealth Management LLC
INCREASED
Shares32,245 from 30,241
Change+2,004 (+7%)
Value$1.4M (+$107.5K)
Filed 2026-10-28
Grange Capital, LLC
DECREASED
Shares31,728 from 35,248
Change-3,520 (-10%)
Value$1.3M (-$121.7K)
Filed 2026-10-20
Collective Family Office LLC
UNCHANGED
Shares31,467 from 31,467
Change0 (0%)
Value$1.3M (+$23.9K)
Filed 2026-10-05
Eagle Strategies LLC
INCREASED
Shares30,518 from 29,568
Change+950 (+3%)
Value$1.3M (+$62.6K)
Filed 2026-10-16
First Premier Bank
UNCHANGED
Shares30,515 from 30,515
Change0 (0%)
Value$1.3K (+$23)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares30,374 from 29,864
Change+510 (+2%)
Value$1.3M (+$44.2K)
Filed 2026-10-16
Beam Wealth Advisors, Inc.
INCREASED
Shares30,106 from 27,033
Change+3,073 (+11%)
Value$1.3M (+$150.2K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares29,628 from 27,645
Change+1,983 (+7%)
Value$1.3M (+$104.7K)
Filed 2026-10-28
Inman Jager Wealth Management, LLC
DECREASED
Shares29,587 from 30,138
Change-551 (-2%)
Value$1.2M (-$341)
Filed 2026-11-05
JFS Wealth Advisors, LLC
INCREASED
Shares29,344 from 22,792
Change+6,552 (+29%)
Value$1.2M (+$293.8K)
Filed 2026-11-03
Capital Wealth Alliance, LLC
DECREASED
Shares28,699 from 29,136
Change-437 (-1%)
Value$1.2M (+$3.7K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares28,355 from 28,355
Change0 (0%)
Value$1.2M (+$21.6K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares27,718 from 30,266
Change-2,548 (-8%)
Value$1.2M (-$84.5K)
Filed 2026-10-23
Creekside Partners
INCREASED
Shares27,445 from 27,358
Change+87 (+0%)
Value$1.2M (+$24.5K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares27,030 from 27,930
Change-900 (-3%)
Value$1.1M (-$16.7K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares27,018 from 25,669
Change+1,349 (+5%)
Value$1.1M (+$76.4K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares26,628 from 26,502
Change+126 (+0%)
Value$1.1M (+$14.5K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares25,453 from 26,351
Change-898 (-3%)
Value$1.1M (-$17.8K)
Filed 2026-10-23
Pacific Center for Financial Services
INCREASED
Shares25,257 from 23,124
Change+2,133 (+9%)
Value$1.1M (+$107.6K)
Filed 2026-10-15
Landaas & Co
INCREASED
Shares24,691 from 20,720
Change+3,971 (+19%)
Value$1.0M (+$183.3K)
Filed 2026-10-29
Independent Wealth Network Inc.
INCREASED
Shares23,310 from 23,047
Change+263 (+1%)
Value$983.5K (+$28.6K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares23,206 from 24,292
Change-1,086 (-4%)
Value$979.1K (-$27.3K)
Filed 2026-10-15
NTV Asset Management LLC
UNCHANGED
Shares23,058 from 23,058
Change0 (0%)
Value$972.8K (+$17.5K)
Filed 2026-10-23
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares22,586 from 22,323
Change+263 (+1%)
Value$952.9K (+$28.1K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares21,684 from 22,212
Change-528 (-2%)
Value$914.8K (-$5.4K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
DECREASED
Shares21,081 from 21,452
Change-371 (-2%)
Value$889.4K (+$651)
Filed 2026-10-09
1900 Wealth Management LLC
DECREASED
Shares20,673 from 21,232
Change-559 (-3%)
Value$872.2K (-$7.4K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares20,636 from 14,474
Change+6,162 (+43%)
Value$870.6K (+$270.9K)
Filed 2026-10-29
Hyposwiss Advisors SA
INCREASED
Shares20,605 from 19,935
Change+670 (+3%)
Value$869.3K (+$43.4K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares20,327 from 20,261
Change+66 (+0%)
Value$857.6K (+$18.2K)
Filed 2026-10-13
Summa Corp.
UNCHANGED
Shares20,022 from 20,022
Change0 (0%)
Value$844.7K (+$15.2K)
Filed 2026-10-30
Fairfield Financial Advisors, LTD
INCREASED
Shares20,007 from 9,492
Change+10,515 (+111%)
Value$844.1K (+$450.9K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares19,798 from 16,385
Change+3,413 (+21%)
Value$835.3K (+$156.4K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
UNCHANGED
Shares19,229 from 19,229
Change0 (0%)
Value$811.3K (+$14.6K)
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares18,592 from 17,850
Change+742 (+4%)
Value$784.4K (+$44.9K)
Filed 2026-11-05
Investmark Advisory Group LLC
DECREASED
Shares17,613 from 17,640
Change-27 (0%)
Value$743.1K (+$12.3K)
Filed 2026-10-27
Fusion Family Wealth, LLC
UNCHANGED
Shares17,498 from 17,498
Change0 (0%)
Value$738.2K (+$13.3K)
Filed 2026-11-02
Planned Solutions, Inc.
DECREASED
Shares17,363 from 19,703
Change-2,340 (-12%)
Value$732.6K (-$83.7K)
Filed 2026-10-19
Asempa Wealth Advisors
DECREASED
Shares17,349 from 20,019
Change-2,670 (-13%)
Value$719.8K (-$109.6K)
Filed 2026-10-07
Tactive Advisors, LLC
DECREASED
Shares16,960 from 18,358
Change-1,398 (-8%)
Value$715.5K (-$45.0K)
Filed 2026-10-08
Aureum Wealth Management, LLC
INCREASED
Shares16,756 from 13,876
Change+2,880 (+21%)
Value$706.9K (+$132.1K)
Filed 2026-10-15
First Citizens Financial Corp
DECREASED
Shares16,581 from 17,081
Change-500 (-3%)
Value$699.6K (-$8.1K)
Filed 2026-10-02
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares15,974 from 21,746
Change-5,772 (-27%)
Value$674.0K (-$227.0K)
Filed 2026-11-05
Chemung Canal Trust Co
UNCHANGED
Shares15,481 from 15,481
Change0 (0%)
Value$653.1K (+$11.8K)
Filed 2026-11-04
Endeavor Private Wealth, Inc.
INCREASED
Shares15,212 from 14,523
Change+689 (+5%)
Value$641.8K (+$40.1K)
Filed 2026-11-05
KOM Wealth Management Group, LLC
DECREASED
Shares14,929 from 19,197
Change-4,268 (-22%)
Value$629.9K (-$165.5K)
Filed 2026-10-15
Michels Family Financial, LLC
INCREASED
Shares14,750 from 14,724
Change+26 (+0%)
Value$622.3K (+$12.2K)
Filed 2026-11-02
Auour Investments LLC
DECREASED
Shares14,695 from 15,726
Change-1,031 (-7%)
Value$620.0K (-$31.5K)
Filed 2026-10-28
Ironwood Financial, llc
DECREASED
Shares14,643 from 15,143
Change-500 (-3%)
Value$617.8K (-$20.7K)
Filed 2026-10-20
Noble Family Wealth, LLC
UNCHANGED
Shares14,248 from 14,248
Change0 (0%)
Value$601.1K (+$10.8K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares14,207 from 15,071
Change-864 (-6%)
Value$599.4K (-$25.0K)
Filed 2026-10-27
XY Planning Network, Inc.
INCREASED
Shares14,195 from 10,456
Change+3,739 (+36%)
Value$598.9K (+$165.7K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares14,103 from 14,059
Change+44 (+0%)
Value$595.0K (+$12.5K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares14,058 from 12,951
Change+1,107 (+9%)
Value$593.1K (+$56.5K)
Filed 2026-10-29
Diversify Advisory Services, LLC
DECREASED
Shares14,019 from 14,731
Change-712 (-5%)
Value$593.1K (-$44.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares14,019 from 14,731
Change-712 (-5%)
Value$593.1K (-$44.7K)
Filed 2026-10-20
Aspiriant, LLC
UNCHANGED
Shares13,755 from 13,755
Change0 (0%)
Value$580.3K (+$10.5K)
Filed 2026-10-16
Security National Bank
UNCHANGED
Shares13,697 from 13,697
Change0 (0%)
Value$577.9K (+$10.4K)
Filed 2026-10-26
Integris Wealth Management, LLC
UNCHANGED
Shares13,541 from 13,541
Change0 (0%)
Value$571.3K (+$10.3K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares13,482 from 14,501
Change-1,019 (-7%)
Value$568.8K (-$32.0K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares13,284 from 13,271
Change+13 (+0%)
Value$560.5K (+$10.6K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
INCREASED
Shares13,041 from 12,004
Change+1,037 (+9%)
Value$550.2K (+$52.9K)
Filed 2026-10-21
First Financial Group Corp
INCREASED
Shares12,841 from 11,842
Change+999 (+8%)
Value$541.8K (+$51.2K)
Filed 2026-10-22
Investors Asset Management of Georgia Inc
INCREASED
Shares12,748 from 10,388
Change+2,360 (+23%)
Value$537.8K (+$107.5K)
Filed 2026-10-20
Mechanics Bank Trust Department
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$531.6K (+$9.6K)
Filed 2026-10-13
Daiwa Securities Group Inc.
DECREASED
Shares12,305 from 13,475
Change-1,170 (-9%)
Value$519.1K (-$39.1K)
Filed 2026-10-29
TFC Financial Management, Inc.
DECREASED
Shares12,088 from 12,280
Change-192 (-2%)
Value$510.0K (+$1.2K)
Filed 2026-10-26
Winnacle Wealth LLC
DECREASED
Shares11,891 from 14,925
Change-3,034 (-20%)
Value$501.7K (-$116.7K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares11,860 from 11,847
Change+13 (+0%)
Value$500.4K (+$9.6K)
Filed 2026-11-05
Turning Point Benefit Group, Inc.
INCREASED
Shares11,836 from 11,280
Change+556 (+5%)
Value$491.1K (+$24.5K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares11,425 from 11,425
Change0 (0%)
Value$482.0K (+$8.7K)
Filed 2026-10-15
Rossmore Private Capital
INCREASED
Shares11,200 from 7,100
Change+4,100 (+58%)
Value$472.5K (+$178.4K)
Filed 2026-10-27
Mezzasalma Advisors, LLC
INCREASED
Shares11,174 from 11,048
Change+126 (+1%)
Value$471.4K (+$13.7K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
DECREASED
Shares11,119 from 11,881
Change-762 (-6%)
Value$469.1K (-$23.1K)
Filed 2026-11-04
Oregon Pacific Wealth Management, LLC
INCREASED
Shares11,021 from 10,702
Change+319 (+3%)
Value$465.0K (+$21.6K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares10,802 from 9,640
Change+1,162 (+12%)
Value$455.7K (+$56.4K)
Filed 2026-10-13
SWS Partners
DECREASED
Shares10,577 from 10,794
Change-217 (-2%)
Value$446.2K (-$952)
Filed 2026-10-26
Park National Corp
DECREASED
Shares10,433 from 13,853
Change-3,420 (-25%)
Value$440.2K (-$133.7K)
Filed 2026-10-05
Patten Group, Inc.
DECREASED
Shares10,309 from 10,375
Change-66 (-1%)
Value$434.9K (+$5.1K)
Filed 2026-10-26
Platform Technology Partners
UNCHANGED
Shares10,290 from 10,290
Change0 (0%)
Value$434.2K (+$7.8K)
Filed 2026-11-02
Barrett & Company, Inc.
INCREASED
Shares10,138 from 10,041
Change+97 (+1%)
Value$427.7K (+$11.7K)
Filed 2026-10-22
Sweeney & Michel, LLC
INCREASED
Shares10,100 from 9,940
Change+160 (+2%)
Value$426.1K (-$17.3K)
Filed 2026-10-16
Latitude Advisors, LLC
INCREASED
Shares10,100 from 9,956
Change+144 (+1%)
Value$426.1K (+$13.7K)
Filed 2026-10-27
First Merchants Corp
UNCHANGED
Shares10,080 from 10,080
Change0 (0%)
Value$425.3K (+$7.7K)
Filed 2026-10-15
MCF Advisors LLC
INCREASED
Shares10,066 from 9,373
Change+693 (+7%)
Value$424.7K (+$36.3K)
Filed 2026-10-28
Community Bank & Trust, Waco, Texas
INCREASED
Shares10,006 from 9,356
Change+650 (+7%)
Value$422 (-$387.6K)
Filed 2026-10-19
BAR Harbor Wealth Management
NEW
Shares9,974
Change+9,974
Value$420.8K
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares9,942 from 9,939
Change+3 (+0%)
Value$419.5K (+$7.7K)
Filed 2026-10-26
Welch Group, LLC
UNCHANGED
Shares9,906 from 9,906
Change0 (0%)
Value$417.9K (+$7.5K)
Filed 2026-10-29
Leo Wealth, LLC
NEW
Shares9,861
Change+9,861
Value$416.0K
Filed 2026-10-26
TCI Wealth Advisors, Inc.
DECREASED
Shares9,844 from 10,304
Change-460 (-4%)
Value$415.3K (-$11.6K)
Filed 2026-10-30
Citizens Financial Group Inc
DECREASED
Shares9,475 from 9,710
Change-235 (-2%)
Value$399.7K (-$2.5K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares9,360 from 12,980
Change-3,620 (-28%)
Value$394.9K (-$142.9K)
Filed 2026-10-22
Ellerson Group Inc
DECREASED
Shares9,276 from 10,776
Change-1,500 (-14%)
Value$392.3K (-$54.2K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares9,237 from 9,677
Change-440 (-5%)
Value$389.7K (-$11.2K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares9,152 from 9,387
Change-235 (-2%)
Value$386.1K (-$2.8K)
Filed 2026-10-22
Heirloom Wealth Management
UNCHANGED
Shares9,083 from 9,083
Change0 (0%)
Value$383.2K (+$6.9K)
Filed 2026-10-14
Avail Investment Partners, LLC
DECREASED
Shares9,011 from 10,156
Change-1,145 (-11%)
Value$380.2K (-$40.6K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares8,939 from 7,798
Change+1,141 (+15%)
Value$377.1K (+$54.0K)
Filed 2026-11-03
Annex Advisory Services, LLC
DECREASED
Shares8,934 from 10,143
Change-1,209 (-12%)
Value$376.9K (-$43.3K)
Filed 2026-10-16
SteelPeak Wealth, LLC
DECREASED
Shares8,765 from 10,004
Change-1,239 (-12%)
Value$369.8K (-$44.7K)
Filed 2026-10-16
HUB Investment Partners, LLC
DECREASED
Shares8,735 from 8,919
Change-184 (-2%)
Value$368.5K (-$970)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares8,726 from 11,831
Change-3,105 (-26%)
Value$368.1K (-$122.0K)
Filed 2026-10-30
Montag A & Associates Inc
INCREASED
Shares8,680 from 1,880
Change+6,800 (+362%)
Value$366.2K (+$288.3K)
Filed 2026-10-29
Capital Advantage, Inc.
UNCHANGED
Shares8,677 from 8,677
Change0 (0%)
Value$366.1K (+$6.6K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,510 from 7,264
Change+1,246 (+17%)
Value$359.0K (+$57.4K)
Filed 2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares8,407 from 5,982
Change+2,425 (+41%)
Value$354.7K (+$106.8K)
Filed 2026-10-22
TMB Capital Partners, LLC
INCREASED
Shares8,258 from 8,249
Change+9 (+0%)
Value$348.4K (+$6.6K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares8,029 from 8,029
Change0 (0%)
Value$338.7K (+$6.1K)
Filed 2026-11-05
Magnus Financial Group LLC
DECREASED
Shares8,009 from 8,383
Change-374 (-4%)
Value$337.9K (-$9.4K)
Filed 2026-10-21
Rockwood Wealth Management, LLC
DECREASED
Shares8,004 from 8,153
Change-149 (-2%)
Value$337.7K (-$90)
Filed 2026-10-27
Atlas Private Wealth Advisors
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$337.5K (+$6.1K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares7,704 from 7,698
Change+6 (+0%)
Value$325 (+$6)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares7,487 from 7,512
Change-25 (0%)
Value$315.9K (+$4.7K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares7,468
Change+7,468
Value$315.1K
Filed 2026-10-21
Plan A Wealth LLC
DECREASED
Shares7,190 from 7,990
Change-800 (-10%)
Value$303.4K (-$27.6K)
Filed 2026-10-08
StoneX Group Inc.
INCREASED
Shares7,177 from 7,108
Change+69 (+1%)
Value$302.8K (+$8.3K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares7,101 from 7,159
Change-58 (-1%)
Value$299.6K (+$3.0K)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares7,043 from 7,043
Change0 (0%)
Value$297.1K (+$5.4K)
Filed 2026-10-20
Chemistry Wealth Management LLC
UNCHANGED
Shares7,018 from 7,018
Change0 (0%)
Value$296.1K (+$5.3K)
Filed 2026-10-16
Symmetry Partners, LLC
DECREASED
Shares6,962 from 7,046
Change-84 (-1%)
Value$293.7K (+$1.8K)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares6,887 from 6,887
Change0 (0%)
Value$290.6K (+$5.2K)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
NEW
Shares6,752
Change+6,752
Value$287.7K
Filed 2026-10-22
Retirement Planning Co of New England, Inc.
INCREASED
Shares6,735 from 6,677
Change+58 (+1%)
Value$284.1K (+$7.5K)
Filed 2026-10-15
Elyxium Wealth, LLC
UNCHANGED
Shares6,715 from 6,715
Change0 (0%)
Value$283.3K (+$5.1K)
Filed 2026-10-27
Genesee Capital Advisors, LLC
INCREASED
Shares6,706 from 6,626
Change+80 (+1%)
Value$282.9K (+$8.4K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares6,629 from 1,184
Change+5,445 (+460%)
Value$279.7K (+$230.6K)
Filed 2026-11-05
Gradient Investments LLC
INCREASED
Shares6,627 from 6,404
Change+223 (+3%)
Value$279.6K (+$14.3K)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares6,434 from 3,113
Change+3,321 (+107%)
Value$271.5K (+$142.5K)
Filed 2026-10-08
MFA Wealth Services
DECREASED
Shares6,295 from 6,537
Change-242 (-4%)
Value$265.6K (-$5.2K)
Filed 2026-10-14
True Private Wealth Advisors
INCREASED
Shares6,295 from 6,119
Change+176 (+3%)
Value$265.6K (+$12.1K)
Filed 2026-10-19
Wespac Advisors, LLC
DECREASED
Shares6,223 from 28,143
Change-21,920 (-78%)
Value$262.5K (-$903.4K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
DECREASED
Shares6,168 from 7,991
Change-1,823 (-23%)
Value$261.3K (-$83.0K)
Filed 2026-10-27
Integrity Alliance, Llc.
NEW
Shares6,028
Change+6,028
Value$254.3K
Filed 2026-10-29
Revolve Wealth Partners, LLC
UNCHANGED
Shares5,990 from 5,990
Change0 (0%)
Value$252.7K (+$4.6K)
Filed 2026-10-23
Accredited Investors Inc.
UNCHANGED
Shares5,989 from 5,989
Change0 (0%)
Value$252.7K (+$4.6K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares5,951 from 5,940
Change+11 (+0%)
Value$251.1K (+$5.0K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares5,869 from 5,794
Change+75 (+1%)
Value$247.6K (+$7.6K)
Filed 2026-10-23
Guardian Partners Inc.
INCREASED
Shares5,820 from 5,740
Change+80 (+1%)
Value$245.5K (+$7.7K)
Filed 2026-10-21
First Horizon Corp
DECREASED
Shares5,733 from 6,155
Change-422 (-7%)
Value$241.9K (-$13.1K)
Filed 2026-10-26
BOS Asset Management, LLC
UNCHANGED
Shares5,705 from 5,705
Change0 (0%)
Value$240.7K (+$4.3K)
Filed 2026-10-09
Townsend & Associates, Inc
UNCHANGED
Shares5,655 from 5,655
Change0 (0%)
Value$241.0K (-$452)
Filed 2026-10-23
City State Bank
INCREASED
Shares5,639 from 4,114
Change+1,525 (+37%)
Value$237.9K (+$67.5K)
Filed 2026-10-20
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$234.2K (+$4.2K)
Filed 2026-10-23
Essex Bank
INCREASED
Shares5,465 from 5,463
Change+2 (+0%)
Value$230.5K (+$4.2K)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares5,463 from 5,461
Change+2 (+0%)
Value$230.5K (+$4.2K)
Filed 2026-10-28
GSG Advisors LLC
INCREASED
Shares5,394 from 5,329
Change+65 (+1%)
Value$227.6K (+$6.8K)
Filed 2026-11-03
Powers Advisory Group, LLC
INCREASED
Shares5,357 from 5,164
Change+193 (+4%)
Value$226.0K (+$12.1K)
Filed 2026-10-14
Old National Bancorp
UNCHANGED
Shares5,353 from 5,353
Change0 (0%)
Value$225.8K (+$4.1K)
Filed 2026-10-20
Radnor Capital Management, LLC
UNCHANGED
Shares5,315 from 5,315
Change0 (0%)
Value$224.2K (+$4.0K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares5,304 from 5,303
Change+1 (+0%)
Value$223.8K (+$4.1K)
Filed 2026-10-14
Longview Financial Advisors, Inc.
NEW
Shares5,285
Change+5,285
Value$223.0K
Filed 2026-10-09
Unique Wealth, LLC
UNCHANGED
Shares5,251 from 5,251
Change0 (0%)
Value$221.5K (+$4.0K)
Filed 2026-10-16
Wesbanco Bank Inc
DECREASED
Shares5,197 from 5,235
Change-38 (-1%)
Value$219.3K (+$2.4K)
Filed 2026-11-04
VestGen Advisors, LLC
NEW
Shares5,031
Change+5,031
Value$212.3K
Filed 2026-10-27
Caliber Wealth Management, LLC / KS
INCREASED
Shares5,026 from 5,015
Change+11 (+0%)
Value$212.1K (+$4.3K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares4,999 from 4,188
Change+811 (+19%)
Value$207.4K (+$35.1K)
Filed 2026-11-02
Financial Partners Group, Inc
INCREASED
Shares4,964 from 4,852
Change+112 (+2%)
Value$209.4K (+$8.4K)
Filed 2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares4,942 from 4,942
Change0 (0%)
Value$208.5K (+$3.8K)
Filed 2026-10-28
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$203.7K (+$3.7K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
NEW
Shares4,818
Change+4,818
Value$203.3K
Filed 2026-10-21
Tred Avon Family Wealth, LLC
NEW
Shares4,807
Change+4,807
Value$202.8K
Filed 2026-10-20
Syntax Research, Inc.
NEW
Shares4,796
Change+4,796
Value$202.4K
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares4,429 from 3,968
Change+461 (+12%)
Value$186.8K (+$22.5K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares4,244 from 4,890
Change-646 (-13%)
Value$179.1K (-$23.5K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares4,191 from 4,179
Change+12 (+0%)
Value$176.8K (+$3.7K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares3,944
Change+3,944
Value$166.4K
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,769 from 3,769
Change0 (0%)
Value$159.0K (+$2.9K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
UNCHANGED
Shares3,527 from 3,527
Change0 (0%)
Value$148.8K (+$2.7K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3,486 from 3,486
Change0 (0%)
Value$147.1K (+$2.7K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares3,444 from 345
Change+3,099 (+898%)
Value$145.7K (+$131.4K)
Filed 2026-10-16
Arcadia Investment Advisors LLC
UNCHANGED
Shares3,344 from 3,344
Change0 (0%)
Value$141.1K (+$2.5K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$136.6K (+$2.5K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$126.6K (+$2.3K)
Filed 2026-10-09
Wolff Wiese Magana LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$111.8K (+$2.0K)
Filed 2026-10-15
SYM Financial Corp
INCREASED
Shares2,617 from 2,595
Change+22 (+1%)
Value$110.4K (+$2.9K)
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$105.5K (+$1.9K)
Filed 2026-10-28
Align Financial, LLC
UNCHANGED
Shares2,423 from 2,423
Change0 (0%)
Value$102.2K (+$1.8K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares2,328
Change+2,328
Value$98.2K
Filed 2026-11-05
Centerpoint Advisors, LLC
INCREASED
Shares2,326 from 2,298
Change+28 (+1%)
Value$98.0K (+$3.0K)
Filed 2026-11-05
United Community Bank
INCREASED
Shares2,234 from 1,884
Change+350 (+19%)
Value$94.3K (+$16.2K)
Filed 2026-10-28
Putney Financial Group LLC
NEW
Shares2,210
Change+2,210
Value$93.2K
Filed 2026-10-30
RMG Wealth Management LLC
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$93.5K (-$4.4K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares2,099 from 2,115
Change-16 (-1%)
Value$88.6K (+$933)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares1,975 from 61,655
Change-59,680 (-97%)
Value$83.3K (-$2.5M)
Filed 2026-11-02
Old Second National Bank of Aurora
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$81.2K (+$1.5K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares1,849 from 1,660
Change+189 (+11%)
Value$78.0K (+$9.2K)
Filed 2026-10-08
First Command Advisory Services, Inc.
DECREASED
Shares1,782 from 3,286
Change-1,504 (-46%)
Value$75.2K (-$61.0K)
Filed 2026-11-05
Westside Investment Management, Inc.
INCREASED
Shares1,725 from 945
Change+780 (+83%)
Value$72.8K (+$33.6K)
Filed 2026-11-02
Hurley Capital, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$63.3K (+$1.1K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares1,489 from 1,489
Change0 (0%)
Value$62.8K (+$1.1K)
Filed 2026-10-02
Heritage Family Offices, LLP
NEW
Shares1,425
Change+1,425
Value$60.1K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$51.3K (+$923)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares1,181
Change+1,181
Value$49.8K
Filed 2026-11-04
Hilton Head Capital Partners, LLC
DECREASED
Shares1,099 from 1,457
Change-358 (-25%)
Value$46.4K (-$14.0K)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$46.3K (+$833)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$45.4K (+$817)
Filed 2026-10-27
Register Financial Advisors LLC
INCREASED
Shares1,070 from 1,058
Change+12 (+1%)
Value$45.2K (+$1.3K)
Filed 2026-10-23
Mascoma Wealth Management LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$43.7K (+$787)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares1,000
Change+1,000
Value$42.2K
Filed 2026-10-09
Financial Consulate, Inc
DECREASED
Shares988 from 1,966
Change-978 (-50%)
Value$41.7K (-$39.8K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares953 from 665
Change+288 (+43%)
Value$40.2K (+$12.7K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
NEW
Shares911
Change+911
Value$38.4K
Filed 2026-10-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$36.1K (+$649)
Filed 2026-10-28
Realta Investment Advisors
INCREASED
Shares778 from 775
Change+3 (+0%)
Value$32.8K (+$706)
Filed 2026-10-14
Fiduciary Advisors, Inc.
INCREASED
Shares722 from 714
Change+8 (+1%)
Value$30.5K (+$902)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$26.1K (-$336)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
INCREASED
Shares569 from 563
Change+6 (+1%)
Value$24.0K (+$711)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$22.6K (+$406)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares518 from 512
Change+6 (+1%)
Value$21.9K (+$651)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$21.1K (+$380)
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$21.1K (+$380)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares477 from 600
Change-123 (-20%)
Value$20.1K (-$4.7K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares425 from 423
Change+2 (+0%)
Value$17.9K (+$433)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares400
Change+400
Value$17
Filed 2026-10-14
Rydar Equities, Inc.
NEW
Shares383
Change+383
Value$15.9K
Filed 2026-10-13
Harbor Investment Advisory, LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$15.3K (+$275)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
NEW
Shares347
Change+347
Value$14.6K
Filed 2026-11-03
Nvwm, LLC
NEW
Shares335
Change+335
Value$14.1K
Filed 2026-10-14
John Boyer, Inc.
NEW
Shares286
Change+286
Value$12.1K
Filed 2026-10-27
Vima LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$11.8K (+$213)
Filed 2026-10-23
Kozak & Associates, Inc.
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$10.1K (+$323)
Filed 2026-10-29
Signaturefd, LLC
DECREASED
Shares235 from 236
Change-1 (0%)
Value$9.9K (+$150)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$9.2K (+$165)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$8.4K (+$150)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$8.0K (+$145)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$7.9K (+$143)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$7.6K (+$137)
Filed 2026-11-02
Tsfg, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$7 ($0)
Filed 2026-10-23
Pathway Financial Advisers, LLC
NEW
Shares120
Change+120
Value$5.1K
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$4.6K (+$83)
Filed 2026-10-28
Go Invest LLC
INCREASED
Shares71 from 68
Change+3 (+4%)
Value$3.0K (+$179)
Filed 2026-10-09
Bell Investment Advisors, Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.7K (+$50)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares50
Change+50
Value$2.1K
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
NEW
Shares50
Change+50
Value$2.1K
Filed 2026-10-07
Phillips Financial Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.9K (+$33)
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
NEW
Shares26
Change+26
Value$1.1K
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$42 (+$1)
Filed 2026-10-20
Founders Financial Securities LLC
CLOSED
Shares0 from 61,691
Change-61,691 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-28
Sovran Advisors, LLC
CLOSED
Shares0 from 25,919
Change-25,919 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 6,337
Change-6,337 (-100%)
Value$0 (-$262.5K)
Filed 2026-11-05
Sunrise Financial Services, LLC
CLOSED
Shares0 from 1,395
Change-1,395 (-100%)
Value$0 (-$57.8K)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$32.3K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 321
Change-321 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-14
NBT Bank, N.A.
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-15
Davis Capital Management
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-08
Tucker Asset Management LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$621)
Filed 2026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$364.6K (+$23.1K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 14,500,643
Change-14,500,643 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,538,854
Change-8,538,854 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,612,695
Change-5,612,695 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,526,887
Change-4,526,887 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,022,070
Change-4,022,070 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,020,717
Change-4,020,717 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,849,528
Change-3,849,528 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,678,911
Change-3,678,911 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,485,729
Change-2,485,729 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,804,394
Change-1,804,394 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,605,145
Change-1,605,145 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,438,419
Change-1,438,419 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,297,636
Change-1,297,636 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,232,000
Change-1,232,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,159,929
Change-1,159,929 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,153,819
Change-1,153,819 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,115,302
Change-1,115,302 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,041,433
Change-1,041,433 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,032,039
Change-1,032,039 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 958,642
Change-958,642 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 906,801
Change-906,801 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 900,814
Change-900,814 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 828,851
Change-828,851 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 810,468
Change-810,468 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 798,132
Change-798,132 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 758,329
Change-758,329 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 735,821
Change-735,821 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 727,488
Change-727,488 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 721,547
Change-721,547 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 562,136
Change-562,136 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
&partners
N/A
Shares— from 499,347
Change-499,347 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 426,275
Change-426,275 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 383,370
Change-383,370 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 375,511
Change-375,511 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 373,763
Change-373,763 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 343,245
Change-343,245 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 332,842
Change-332,842 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 330,235
Change-330,235 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 322,516
Change-322,516 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 297,112
Change-297,112 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 294,324
Change-294,324 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 279,758
Change-279,758 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 276,976
Change-276,976 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 264,299
Change-264,299 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 254,849
Change-254,849 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 245,488
Change-245,488 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 239,934
Change-239,934 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 232,403
Change-232,403 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 229,438
Change-229,438 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 213,805
Change-213,805 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 213,736
Change-213,736 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 177,946
Change-177,946 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 171,034
Change-171,034 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 149,439
Change-149,439 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 137,395
Change-137,395 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 133,117
Change-133,117 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 132,987
Change-132,987 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 131,582
Change-131,582 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 126,832
Change-126,832 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 124,295
Change-124,295 (-100%)
Value—
Blair William & Co
N/A
Shares— from 121,159
Change-121,159 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 119,379
Change-119,379 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 110,883
Change-110,883 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 107,760
Change-107,760 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 106,825
Change-106,825 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 106,220
Change-106,220 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 104,975
Change-104,975 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 102,160
Change-102,160 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 100,536
Change-100,536 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 97,228
Change-97,228 (-100%)
Value—
FMR LLC
N/A
Shares— from 96,563
Change-96,563 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 93,565
Change-93,565 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 90,426
Change-90,426 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 90,371
Change-90,371 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 87,389
Change-87,389 (-100%)
Value—
Commerce Bank
N/A
Shares— from 83,205
Change-83,205 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 82,327
Change-82,327 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 81,555
Change-81,555 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 77,803
Change-77,803 (-100%)
Value—
NAN Fung Trinity (HK) Ltd
N/A
Shares— from 77,800
Change-77,800 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 77,652
Change-77,652 (-100%)
Value—
Stephens Inc
N/A
Shares— from 76,680
Change-76,680 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 73,382
Change-73,382 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 73,097
Change-73,097 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 70,365
Change-70,365 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 69,989
Change-69,989 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 69,782
Change-69,782 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,875
Change-67,875 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 64,959
Change-64,959 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 63,089
Change-63,089 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 62,401
Change-62,401 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 59,530
Change-59,530 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 54,280
Change-54,280 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 52,137
Change-52,137 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 52,099
Change-52,099 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 51,156
Change-51,156 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 50,857
Change-50,857 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 50,013
Change-50,013 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 48,162
Change-48,162 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 46,548
Change-46,548 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 44,881
Change-44,881 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 44,479
Change-44,479 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 44,411
Change-44,411 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 44,120
Change-44,120 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 43,902
Change-43,902 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 42,731
Change-42,731 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 40,391
Change-40,391 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 39,148
Change-39,148 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 39,121
Change-39,121 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,690
Change-38,690 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 37,790
Change-37,790 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 37,243
Change-37,243 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 36,998
Change-36,998 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 36,571
Change-36,571 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 36,548
Change-36,548 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 36,182
Change-36,182 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 35,827
Change-35,827 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 34,845
Change-34,845 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 34,818
Change-34,818 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 34,550
Change-34,550 (-100%)
Value—
Motco
N/A
Shares— from 33,822
Change-33,822 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 33,434
Change-33,434 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 32,388
Change-32,388 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 31,744
Change-31,744 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 31,614
Change-31,614 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 31,425
Change-31,425 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 29,633
Change-29,633 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 29,503
Change-29,503 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 28,952
Change-28,952 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 28,732
Change-28,732 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,609
Change-28,609 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 28,312
Change-28,312 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 28,302
Change-28,302 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 27,914
Change-27,914 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 27,763
Change-27,763 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 26,614
Change-26,614 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 25,091
Change-25,091 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 24,998
Change-24,998 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 24,830
Change-24,830 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 23,613
Change-23,613 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,553
Change-23,553 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 22,804
Change-22,804 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 22,756
Change-22,756 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 22,657
Change-22,657 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 22,568
Change-22,568 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 21,666
Change-21,666 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 21,557
Change-21,557 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,515
Change-21,515 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 21,297
Change-21,297 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 21,055
Change-21,055 (-100%)
Value—
Centennial Bank
N/A
Shares— from 19,867
Change-19,867 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 19,352
Change-19,352 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 19,262
Change-19,262 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 19,164
Change-19,164 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 18,832
Change-18,832 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 18,368
Change-18,368 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,241
Change-18,241 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,727
Change-17,727 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 16,976
Change-16,976 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 16,661
Change-16,661 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 16,613
Change-16,613 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 16,073
Change-16,073 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,063
Change-16,063 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,572
Change-15,572 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,510
Change-15,510 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,846
Change-14,846 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 14,227
Change-14,227 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,995
Change-13,995 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,826
Change-13,826 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,812
Change-13,812 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,408
Change-13,408 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 13,101
Change-13,101 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 13,095
Change-13,095 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,049
Change-13,049 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 12,944
Change-12,944 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,851
Change-12,851 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,780
Change-12,780 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,669
Change-12,669 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,515
Change-12,515 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,362
Change-12,362 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 12,160
Change-12,160 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 12,081
Change-12,081 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 11,640
Change-11,640 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 11,012
Change-11,012 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,665
Change-10,665 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 10,172
Change-10,172 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 9,109
Change-9,109 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 8,999
Change-8,999 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,105
Change-8,105 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,821
Change-7,821 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,741
Change-7,741 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 6,467
Change-6,467 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
10Elms LLP
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 888
Change-888 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 650
Change-650 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 508
Change-508 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 439
Change-439 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 337
Change-337 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 294
Change-294 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 141
Change-141 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7
Change-7 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED2,747,3852,851,073-103,688-4%$118.1M$115.9M-$2.2M2026-11-05
US Bancorp \de\
INCREASED2,197,7352,195,127+2,608+0%$90.9M$92.7M+$1.8M2026-11-05
Commonwealth Equity Services, LLC
INCREASED1,474,9041,300,427+174,477+13%$53.9M$62.2M+$8.3M2026-11-02
One Way Holdings LLC
INCREASED993,572965,473+28,099+3%$40.0M$41.9M+$1.9M2026-10-29
GHP Investment Advisors, Inc.
INCREASED779,880778,589+1,291+0%$32.3M$32.9M+$646.2K2026-10-15
Regions Financial Corp
DECREASED632,523650,724-18,201-3%$27.0M$26.7M-$273.3K2026-11-05
Berkshire Money Management, Inc.
INCREASED570,542551,300+19,242+3%$22.8M$24.1M+$1.2M2026-10-21
TD Private Client Wealth LLC
INCREASED514,930502,117+12,813+3%$20.8M$21.7M+$922.2K2026-10-28
Assetmark, Inc
DECREASED474,951492,388-17,437-4%$20.4M$20.0M-$361.4K2026-10-21
Parallel Advisors, LLC
DECREASED468,419475,963-7,544-2%$19.7M$19.8M+$43.4K2026-11-03
AdvisorNet Financial, Inc
INCREASED432,030421,282+10,748+3%$17.5M$18.1M+$695.9K2026-10-15
Eagle Bluffs Wealth Management LLC
INCREASED394,769376,612+18,157+5%$15.6M$16.7M+$1.1M2026-10-20
Sigma Planning Corp
INCREASED387,579368,931+18,648+5%$15.3M$16.4M+$1.1M2026-10-23
Fifth Third Bancorp
INCREASED383,576327,533+56,043+17%$13.6M$16.2M+$2.6M2026-11-05
Kestra Advisory Services, LLC
INCREASED370,382335,922+34,460+10%$13.9M$15.6M+$1.7M2026-11-02
Simplicity Wealth,LLC
INCREASED308,872104,812+204,060+195%$4.3M$13.0M+$8.7M2026-10-23
Truist Financial Corp
DECREASED300,146322,886-22,740-7%$13.4M$12.7M-$714.0K2026-10-30
Johnson & White Wealth Management, LLC
INCREASED290,895283,503+7,392+3%$11.7M$12.3M+$527.3K2026-11-03
Bangor Savings Bank
INCREASED284,103283,010+1,093+0%$11.7M$12.0M+$261.2K2026-10-06
Cowa, LLC
INCREASED283,425275,470+7,955+3%$11.4M$12.0M+$545.0K2026-10-30
Linscomb Wealth, Inc.
DECREASED281,501285,702-4,201-1%$11.8M$11.9M+$39.9K2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED281,038272,907+8,131+3%$11.3M$11.9M+$550.4K2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED279,270264,035+15,235+6%$10.9M$11.8M+$843.4K2026-10-09
Enclave Advisors LLC
INCREASED270,342241,193+29,149+12%$10.0M$11.4M+$1.4M2026-10-14
Thrivent Financial for Lutherans
INCREASED263,207207,061+56,146+27%$8.6M$11.1M+$2.5M2026-11-05
Outlook Wealth Advisors, LLC
INCREASED247,134239,217+7,917+3%$9.9M$10.4M+$515.8K2026-10-28
San Luis Wealth Advisors LLC
INCREASED229,266181,683+47,583+26%$7.5M$9.7M+$2.1M2026-10-27
Citigroup Inc
INCREASED221,937150,047+71,890+48%$6.2M$9.4M+$3.1M2026-11-04
CX Institutional
INCREASED216,515201,194+15,321+8%$8.3K$9.1K+$8002026-10-02
Ocean Park Asset Management, LLC
INCREASED200,114153,737+46,377+30%$6.4M$8.4M+$2.1M2026-10-21
Forte Asset Management LLC
INCREASED199,914196,265+3,649+2%$8.1M$8.4M+$303.1K2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED190,179184,252+5,927+3%$7.6M$8.0M+$390.1K2026-10-15
Farther Finance Advisors, LLC
INCREASED189,370185,937+3,433+2%$7.7M$8.0M+$286.2K2026-10-08
Angeles Investment Advisors, LLC
UNCHANGED187,685187,68500%$7.8M$7.9M+$142.6K2026-10-22
Angeles Wealth Management, LLC
UNCHANGED182,000182,00000%$7.5M$7.7M+$138.3K2026-10-26
Strategy Asset Managers LLC
INCREASED176,685175,556+1,129+1%$7.3M$7.5M+$181.1K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED171,211190,313-19,102-10%$8.0M$7.1M-$874.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED168,387160,534+7,853+5%$6.7M$7.1K-$6.6M2026-11-02
Creative Planning
INCREASED157,838152,262+5,576+4%$6.3M$6.7M+$351.0K2026-11-02
Oppenheimer & Co Inc
INCREASED154,794145,965+8,829+6%$6.0M$6.5M+$483.4K2026-10-26
Heartwood Wealth Advisors LLC
INCREASED151,882151,241+641+0%$6.3M$6.4M+$142.0K2026-10-05
IFP Advisors, Inc
INCREASED151,76061,875+89,885+145%$2.6M$6.4M+$3.8M2026-10-16
NWF Advisory Services Inc.
INCREASED151,342136,811+14,531+11%$5.7M$6.4M+$717.1K2026-10-19
Access Investment Management LLC
INCREASED147,595126,513+21,082+17%$5.2M$6.2M+$985.6K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED147,232146,468+764+1%$6.1M$6.2M+$143.6K2026-11-05
Arvest Investments, Inc.
DECREASED137,422148,637-11,215-8%$6.2M$5.8M-$360.2K2026-10-21
Prota Financial, LLC
INCREASED132,574130,379+2,195+2%$5.4M$5.5M+$136.7K2026-10-08
Wilmington Savings Fund Society, FSB
DECREASED131,130134,315-3,185-2%$5.6M$5.5M-$32.3K2026-10-23
TD Waterhouse Canada Inc.
DECREASED126,781130,180-3,399-3%$5.4M$5.3M-$102.5K2026-10-16
BFI Infinity Ltd.
INCREASED119,589107,374+12,215+11%$4.4M$5.0M+$597.0K2026-10-16
Gallagher Capital Advisors, LLC
INCREASED119,515118,608+907+1%$4.9M$5.0M+$128.4K2026-10-09
Fortitude Family Office, LLC
UNCHANGED119,250119,25000%$4.9M$5.0M+$90.6K2026-10-14
Crescent Grove Advisors, LLC
INCREASED103,475100,992+2,483+2%$4.2M$4.4M+$181.5K2026-10-21
Thrive Capital Management, LLC
INCREASED100,15699,061+1,095+1%$4.1M$4.2M+$121.5K2026-10-28
Lido Advisors, LLC
DECREASED94,856274,269-179,413-65%$11.4M$4.0M-$7.4M2026-11-04
Brady Martz Wealth Solutions, LLC
INCREASED92,83991,732+1,107+1%$3.8M$3.9M+$116.4K2026-11-05
Basso Capital Management, L.P.
DECREASED92,768259,436-166,668-64%$10.7M$3.9M-$6.8M2026-10-30
Marino, Stram & Associates LLC
INCREASED92,09285,415+6,677+8%$3.5M$3.9M+$346.6K2026-10-22
D.A. Davidson & Co.
DECREASED91,52194,875-3,354-4%$3.9M$3.9M-$69.4K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED88,06389,593-1,530-2%$3.7M$3.7M+$3.5K2026-11-03
Cooper Financial Group
INCREASED84,60858,746+25,862+44%$2.4M$3.6M+$1.1M2026-10-07
Atwater Malick LLC
INCREASED74,09971,859+2,240+3%$3.0M$3.1M+$149.1K2026-10-15
Patten & Patten Inc
INCREASED72,81271,608+1,204+2%$3.0M$3.1M+$105.2K2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED71,72866,689+5,039+8%$2.8M$3.0M+$263.3K2026-10-22
Sterling Financial Planning, Inc.
DECREASED70,75271,635-883-1%$3.0M$3.0M+$17.2K2026-10-28
bLong Financial, LLC
INCREASED69,27764,746+4,531+7%$2.7M$2.9M+$240.2K2026-10-29
Saxon Interests, Inc.
INCREASED68,52959,752+8,777+15%$2.5M$2.9M+$415.7K2026-10-26
Park Edge Advisors, LLC
INCREASED67,40456,267+11,137+20%$2.3M$2.8M+$512.6K2026-10-28
Park Avenue Securities LLC
INCREASED67,13164,394+2,737+4%$2.7M$2.8K-$2.7M2026-10-26
Wedbush Securities Inc
INCREASED64,62661,083+3,543+6%$2.5M$2.7K-$2.5M2026-10-22
Evermay Wealth Management LLC
DECREASED63,99967,767-3,768-6%$2.8M$2.7M-$107.5K2026-11-05
Financial Perspectives, Inc
DECREASED63,02963,096-670%$2.6M$2.7M+$45.1K2026-11-03
Cornerstone Wealth Group, LLC
INCREASED61,86050,705+11,155+22%$2.1M$2.6M+$509.2K2026-11-02
Wealth Advisory Solutions, LLC
DECREASED61,82861,945-1170%$2.6M$2.6M+$42.1K2026-10-20
Argyle Capital Partners, LLC
DECREASED59,46060,423-963-2%$2.5M$2.5M+$5.3K2026-10-23
Prospera Financial Services Inc
INCREASED58,82845,730+13,098+29%$1.9M$2.5M+$619.7K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED57,98557,995-100%$2.4M$2.4M+$43.6K2026-10-27
Mirae Asset Global Investments Co., Ltd.
DECREASED57,50061,000-3,500-6%$2.5M$2.4M-$101.3K2026-11-03
Cornell Pochily Investment Advisors, Inc.
INCREASED56,93455,501+1,433+3%$2.3M$2.4M+$102.6K2026-10-19
Manske Wealth Management
DECREASED56,92457,609-685-1%$2.4M$2.4M+$14.9K2026-10-26
Midwest Trust Co
DECREASED55,90156,693-792-1%$2.3M$2.4M+$9.7K2026-10-22
Bluesphere Advisors LLC
INCREASED55,60553,918+1,687+3%$2.2M$2.3M+$112.2K2026-10-19
Vise Technologies, Inc.
DECREASED54,05760,124-6,067-10%$2.5M$2.3M-$210.3K2026-10-29
Integras Partners LLC
INCREASED52,25050,395+1,855+4%$2.1M$2.2M+$116.5K2026-10-30
180 Wealth Advisors, LLC
DECREASED52,20054,174-1,974-4%$2.2M$2.2M-$42.1K2026-11-03
Victory Financial Group, LLC
DECREASED51,95762,694-10,737-17%$2.6M$2.2M-$405.4K2026-10-27
Balentine LLC
DECREASED51,89355,809-3,916-7%$2.3M$2.2M-$122.8K2026-11-03
Avantax Planning Partners, Inc.
DECREASED51,83951,943-1040%$2.2M$2.2M+$35.1K2026-11-03
Sound Stewardship, LLC
DECREASED51,49954,469-2,970-5%$2.3M$2.2M-$83.9K2026-10-14
Financial Advisory Partners, LLC
INCREASED51,32351,146+177+0%$2.1M$2.2M+$46.3K2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED50,10750,027+80+0%$2.1M$2.1M+$41.4K2026-10-21
Gerald Baker Financial Group LLC
INCREASED49,92947,702+2,227+5%$2.0M$2.1M+$130.2K2026-10-09
Meridian Wealth Management, LLC
INCREASED49,7305,029+44,701+889%$208.4K$2.1M+$1.9M2026-11-05
Curbstone Financial Management Corp
INCREASED46,34040,360+5,980+15%$1.7M$2.0M+$283.0K2026-10-21
Davenport & Co LLC
INCREASED44,44529,503+14,942+51%$1.2M$1.9M+$652.8K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED43,81432,215+11,599+36%$1.3M$1.8M+$513.8K2026-10-16
Concord Wealth Partners
DECREASED43,74545,698-1,953-4%$1.9M$1.8M-$47.7K2026-11-02
Jnba Financial Advisors
UNCHANGED42,81742,81700%$1.8M$1.8M+$32.5K2026-11-03
Ignite Planners, LLC
DECREASED39,87540,516-641-2%$1.7M$1.7M+$3.8K2026-10-14
Nfsg Corp
DECREASED39,80540,636-831-2%$1.7M$1.7M-$4.2K2026-10-15
MGO One Seven LLC
INCREASED39,65038,397+1,253+3%$1.6M$1.7M+$82.0K2026-10-28
Vicus Capital
INCREASED38,18436,745+1,439+4%$1.5M$1.6M+$88.7K2026-11-05
Fragasso Financial Advisors Inc
INCREASED37,22236,755+467+1%$1.5M$1.6M+$28.3K2026-10-13
Ellis Investment Partners, LLC
DECREASED36,83347,635-10,802-23%$2.0M$1.6M-$419.5K2026-10-21
Stolper Co
DECREASED36,65037,656-1,006-3%$1.6K$1.5K-$142026-10-13
PKS Advisory Services, LLC
UNCHANGED35,87035,87000%$1.5M$1.5M$02026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED35,65435,558+96+0%$1.5M$1.5M+$31.1K2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED35,27940,295-5,016-12%$1.7M$1.5M-$181.0K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED35,07235,212-1400%$1.5M$1.5M+$20.9K2026-11-04
Puff Wealth Management, LLC
INCREASED34,72028,774+5,946+21%$1.2M$1.5M+$272.7K2026-10-07
Investment Research Partners LLC
DECREASED34,21634,966-750-2%$1.4M$1.4M-$5.1K2026-10-19
Castle Rock Wealth Management, LLC
INCREASED33,31330,567+2,746+9%$1.3M$1.4M+$134.3K2026-10-09
Apollon Wealth Management, LLC
INCREASED33,0957,038+26,057+370%$291.6K$1.4M+$1.1M2026-10-23
Cullen T Bankers, Inc.
INCREASED32,8672,005+30,862+1539%$83.1K$1.4M+$1.3M2026-10-28
Invested Advisors
INCREASED32,50932,080+429+1%$1.3M$1.4M+$42.5K2026-10-23
Northcape Wealth Management, LLC
DECREASED32,25034,774-2,524-7%$1.4M$1.4M-$80.1K2026-11-04
Sagace Wealth Management LLC
INCREASED32,24530,241+2,004+7%$1.3M$1.4M+$107.5K2026-10-28
Grange Capital, LLC
DECREASED31,72835,248-3,520-10%$1.5M$1.3M-$121.7K2026-10-20
Collective Family Office LLC
UNCHANGED31,46731,46700%$1.3M$1.3M+$23.9K2026-10-05
Eagle Strategies LLC
INCREASED30,51829,568+950+3%$1.2M$1.3M+$62.6K2026-10-16
First Premier Bank
UNCHANGED30,51530,51500%$1.3K$1.3K+$232026-10-13
Hengehold Capital Management LLC
INCREASED30,37429,864+510+2%$1.2M$1.3M+$44.2K2026-10-16
Beam Wealth Advisors, Inc.
INCREASED30,10627,033+3,073+11%$1.1M$1.3M+$150.2K2026-11-03
American Capital Advisory, LLC
INCREASED29,62827,645+1,983+7%$1.1M$1.3M+$104.7K2026-10-28
Inman Jager Wealth Management, LLC
DECREASED29,58730,138-551-2%$1.2M$1.2M-$3412026-11-05
JFS Wealth Advisors, LLC
INCREASED29,34422,792+6,552+29%$944.3K$1.2M+$293.8K2026-11-03
Capital Wealth Alliance, LLC
DECREASED28,69929,136-437-1%$1.2M$1.2M+$3.7K2026-10-20
Brandywine OAK Private Wealth LLC
UNCHANGED28,35528,35500%$1.2M$1.2M+$21.6K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED27,71830,266-2,548-8%$1.3M$1.2M-$84.5K2026-10-23
Creekside Partners
INCREASED27,44527,358+87+0%$1.1M$1.2M+$24.5K2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED27,03027,930-900-3%$1.2M$1.1M-$16.7K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED27,01825,669+1,349+5%$1.1M$1.1M+$76.4K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED26,62826,502+126+0%$1.1M$1.1M+$14.5K2026-11-04
Sowell Financial Services LLC
DECREASED25,45326,351-898-3%$1.1M$1.1M-$17.8K2026-10-23
Pacific Center for Financial Services
INCREASED25,25723,124+2,133+9%$958.0K$1.1M+$107.6K2026-10-15
Landaas & Co
INCREASED24,69120,720+3,971+19%$858.4K$1.0M+$183.3K2026-10-29
Independent Wealth Network Inc.
INCREASED23,31023,047+263+1%$954.8K$983.5K+$28.6K2026-10-19
Atria Investments, Inc
DECREASED23,20624,292-1,086-4%$1.0M$979.1K-$27.3K2026-10-15
NTV Asset Management LLC
UNCHANGED23,05823,05800%$955.3K$972.8K+$17.5K2026-10-23
Hubbell Strickland Wealth Management, LLC
INCREASED22,58622,323+263+1%$924.9K$952.9K+$28.1K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED21,68422,212-528-2%$920.2K$914.8K-$5.4K2026-10-20
Armstrong Advisory Group, Inc
DECREASED21,08121,452-371-2%$888.8K$889.4K+$6512026-10-09
1900 Wealth Management LLC
DECREASED20,67321,232-559-3%$879.6K$872.2K-$7.4K2026-10-13
Frederick Financial Consultants, LLC
INCREASED20,63614,474+6,162+43%$599.7K$870.6K+$270.9K2026-10-29
Hyposwiss Advisors SA
INCREASED20,60519,935+670+3%$825.9K$869.3K+$43.4K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED20,32720,261+66+0%$839.4K$857.6K+$18.2K2026-10-13
Summa Corp.
UNCHANGED20,02220,02200%$829.5K$844.7K+$15.2K2026-10-30
Fairfield Financial Advisors, LTD
INCREASED20,0079,492+10,515+111%$393.2K$844.1K+$450.9K2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED19,79816,385+3,413+21%$678.9K$835.3K+$156.4K2026-10-16
Precedent Wealth Partners, LLC
UNCHANGED19,22919,22900%$796.7K$811.3K+$14.6K2026-10-21
Compound Planning, Inc.
INCREASED18,59217,850+742+4%$739.5K$784.4K+$44.9K2026-11-05
Investmark Advisory Group LLC
DECREASED17,61317,640-270%$730.8K$743.1K+$12.3K2026-10-27
Fusion Family Wealth, LLC
UNCHANGED17,49817,49800%$724.9K$738.2K+$13.3K2026-11-02
Planned Solutions, Inc.
DECREASED17,36319,703-2,340-12%$816.3K$732.6K-$83.7K2026-10-19
Asempa Wealth Advisors
DECREASED17,34920,019-2,670-13%$829.4K$719.8K-$109.6K2026-10-07
Tactive Advisors, LLC
DECREASED16,96018,358-1,398-8%$760.6K$715.5K-$45.0K2026-10-08
Aureum Wealth Management, LLC
INCREASED16,75613,876+2,880+21%$574.9K$706.9K+$132.1K2026-10-15
First Citizens Financial Corp
DECREASED16,58117,081-500-3%$707.7K$699.6K-$8.1K2026-10-02
Spectrum Planning & Advisory Services Inc.
DECREASED15,97421,746-5,772-27%$900.9K$674.0K-$227.0K2026-11-05
Chemung Canal Trust Co
UNCHANGED15,48115,48100%$641.4K$653.1K+$11.8K2026-11-04
Endeavor Private Wealth, Inc.
INCREASED15,21214,523+689+5%$601.7K$641.8K+$40.1K2026-11-05
KOM Wealth Management Group, LLC
DECREASED14,92919,197-4,268-22%$795.3K$629.9K-$165.5K2026-10-15
Michels Family Financial, LLC
INCREASED14,75014,724+26+0%$610.0K$622.3K+$12.2K2026-11-02
Auour Investments LLC
DECREASED14,69515,726-1,031-7%$651.5K$620.0K-$31.5K2026-10-28
Ironwood Financial, llc
DECREASED14,64315,143-500-3%$638.4K$617.8K-$20.7K2026-10-20
Noble Family Wealth, LLC
UNCHANGED14,24814,24800%$590.3K$601.1K+$10.8K2026-10-26
Beacon Bank & Trust
DECREASED14,20715,071-864-6%$624.4K$599.4K-$25.0K2026-10-27
XY Planning Network, Inc.
INCREASED14,19510,456+3,739+36%$433.2K$598.9K+$165.7K2026-10-14
Moneco Advisors, LLC
INCREASED14,10314,059+44+0%$582.5K$595.0K+$12.5K2026-11-05
Koshinski Asset Management, Inc.
INCREASED14,05812,951+1,107+9%$536.6K$593.1K+$56.5K2026-10-29
Diversify Advisory Services, LLC
DECREASED14,01914,731-712-5%$637.9K$593.1K-$44.7K2026-10-20
Diversify Wealth Management, LLC
DECREASED14,01914,731-712-5%$637.9K$593.1K-$44.7K2026-10-20
Aspiriant, LLC
UNCHANGED13,75513,75500%$569.9K$580.3K+$10.5K2026-10-16
Security National Bank
UNCHANGED13,69713,69700%$567.5K$577.9K+$10.4K2026-10-26
Integris Wealth Management, LLC
UNCHANGED13,54113,54100%$561.0K$571.3K+$10.3K2026-10-14
RFG Advisory, LLC
DECREASED13,48214,501-1,019-7%$600.8K$568.8K-$32.0K2026-11-03
Brown, Lisle Ings, Inc.
INCREASED13,28413,271+13+0%$549.8K$560.5K+$10.6K2026-10-16
SeaCrest Wealth Management, LLC
INCREASED13,04112,004+1,037+9%$497.3K$550.2K+$52.9K2026-10-21
First Financial Group Corp
INCREASED12,84111,842+999+8%$490.6K$541.8K+$51.2K2026-10-22
Investors Asset Management of Georgia Inc
INCREASED12,74810,388+2,360+23%$430.4K$537.8K+$107.5K2026-10-20
Mechanics Bank Trust Department
UNCHANGED12,60012,60000%$522.0K$531.6K+$9.6K2026-10-13
Daiwa Securities Group Inc.
DECREASED12,30513,475-1,170-9%$558.3K$519.1K-$39.1K2026-10-29
TFC Financial Management, Inc.
DECREASED12,08812,280-192-2%$508.8K$510.0K+$1.2K2026-10-26
Winnacle Wealth LLC
DECREASED11,89114,925-3,034-20%$618.4K$501.7K-$116.7K2026-10-15
Nations Financial Group Inc,
INCREASED11,86011,847+13+0%$490.8K$500.4K+$9.6K2026-11-05
Turning Point Benefit Group, Inc.
INCREASED11,83611,280+556+5%$466.5K$491.1K+$24.5K2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED11,42511,42500%$473.3K$482.0K+$8.7K2026-10-15
Rossmore Private Capital
INCREASED11,2007,100+4,100+58%$294.2K$472.5K+$178.4K2026-10-27
Mezzasalma Advisors, LLC
INCREASED11,17411,048+126+1%$457.7K$471.4K+$13.7K2026-10-14
Daymark Wealth Partners, LLC
DECREASED11,11911,881-762-6%$492.2K$469.1K-$23.1K2026-11-04
Oregon Pacific Wealth Management, LLC
INCREASED11,02110,702+319+3%$443.4K$465.0K+$21.6K2026-10-20
Independent Financial Group, LLC
INCREASED10,8029,640+1,162+12%$399.4K$455.7K+$56.4K2026-10-13
SWS Partners
DECREASED10,57710,794-217-2%$447.2K$446.2K-$9522026-10-26
Park National Corp
DECREASED10,43313,853-3,420-25%$573.9K$440.2K-$133.7K2026-10-05
Patten Group, Inc.
DECREASED10,30910,375-66-1%$429.9K$434.9K+$5.1K2026-10-26
Platform Technology Partners
UNCHANGED10,29010,29000%$426.3K$434.2K+$7.8K2026-11-02
Barrett & Company, Inc.
INCREASED10,13810,041+97+1%$416.0K$427.7K+$11.7K2026-10-22
Sweeney & Michel, LLC
INCREASED10,1009,940+160+2%$443.4K$426.1K-$17.3K2026-10-16
Latitude Advisors, LLC
INCREASED10,1009,956+144+1%$412.5K$426.1K+$13.7K2026-10-27
First Merchants Corp
UNCHANGED10,08010,08000%$417.6K$425.3K+$7.7K2026-10-15
MCF Advisors LLC
INCREASED10,0669,373+693+7%$388.3K$424.7K+$36.3K2026-10-28
Community Bank & Trust, Waco, Texas
INCREASED10,0069,356+650+7%$388.0K$422-$387.6K2026-10-19
BAR Harbor Wealth Management
NEW9,974—+9,974——$420.8K—2026-10-21
Indivisible Partners
INCREASED9,9429,939+3+0%$411.8K$419.5K+$7.7K2026-10-26
Welch Group, LLC
UNCHANGED9,9069,90600%$410.4K$417.9K+$7.5K2026-10-29
Leo Wealth, LLC
NEW9,861—+9,861——$416.0K—2026-10-26
TCI Wealth Advisors, Inc.
DECREASED9,84410,304-460-4%$426.9K$415.3K-$11.6K2026-10-30
Citizens Financial Group Inc
DECREASED9,4759,710-235-2%$402.3K$399.7K-$2.5K2026-10-23
Brookstone Capital Management
DECREASED9,36012,980-3,620-28%$537.8K$394.9K-$142.9K2026-10-22
Ellerson Group Inc
DECREASED9,27610,776-1,500-14%$446.5K$392.3K-$54.2K2026-11-04
Perigon Wealth Management, LLC
DECREASED9,2379,677-440-5%$400.9K$389.7K-$11.2K2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED9,1529,387-235-2%$388.9K$386.1K-$2.8K2026-10-22
Heirloom Wealth Management
UNCHANGED9,0839,08300%$376.3K$383.2K+$6.9K2026-10-14
Avail Investment Partners, LLC
DECREASED9,01110,156-1,145-11%$420.8K$380.2K-$40.6K2026-10-16
United Advisor Group, LLC
INCREASED8,9397,798+1,141+15%$323.1K$377.1K+$54.0K2026-11-03
Annex Advisory Services, LLC
DECREASED8,93410,143-1,209-12%$420.2K$376.9K-$43.3K2026-10-16
SteelPeak Wealth, LLC
DECREASED8,76510,004-1,239-12%$414.5K$369.8K-$44.7K2026-10-16
HUB Investment Partners, LLC
DECREASED8,7358,919-184-2%$369.5K$368.5K-$9702026-11-03
Kestra Private Wealth Services, LLC
DECREASED8,72611,831-3,105-26%$490.2K$368.1K-$122.0K2026-10-30
Montag A & Associates Inc
INCREASED8,6801,880+6,800+362%$77.9K$366.2K+$288.3K2026-10-29
Capital Advantage, Inc.
UNCHANGED8,6778,67700%$359.5K$366.1K+$6.6K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED8,5107,264+1,246+17%$301.6K$359.0K+$57.4K2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED8,4075,982+2,425+41%$247.8K$354.7K+$106.8K2026-10-22
TMB Capital Partners, LLC
INCREASED8,2588,249+9+0%$341.8K$348.4K+$6.6K2026-10-20
Elevation Point Wealth Partners, LLC
UNCHANGED8,0298,02900%$332.6K$338.7K+$6.1K2026-11-05
Magnus Financial Group LLC
DECREASED8,0098,383-374-4%$347.3K$337.9K-$9.4K2026-10-21
Rockwood Wealth Management, LLC
DECREASED8,0048,153-149-2%$337.8K$337.7K-$902026-10-27
Atlas Private Wealth Advisors
UNCHANGED8,0008,00000%$331.4K$337.5K+$6.1K2026-10-23
Capital Advisors, Ltd. LLC
INCREASED7,7047,698+6+0%$319$325+$62026-10-27
Pinnacle Associates LTD
DECREASED7,4877,512-250%$311.2K$315.9K+$4.7K2026-10-20
Fifth Third Securities, Inc.
NEW7,468—+7,468——$315.1K—2026-10-21
Plan A Wealth LLC
DECREASED7,1907,990-800-10%$331.0K$303.4K-$27.6K2026-10-08
StoneX Group Inc.
INCREASED7,1777,108+69+1%$294.5K$302.8K+$8.3K2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED7,1017,159-58-1%$296.6K$299.6K+$3.0K2026-10-16
Private Trust Co NA
UNCHANGED7,0437,04300%$291.8K$297.1K+$5.4K2026-10-20
Chemistry Wealth Management LLC
UNCHANGED7,0187,01800%$290.8K$296.1K+$5.3K2026-10-16
Symmetry Partners, LLC
DECREASED6,9627,046-84-1%$291.9K$293.7K+$1.8K2026-10-27
Spire Wealth Management
UNCHANGED6,8876,88700%$285.3K$290.6K+$5.2K2026-10-30
Smith Chas P & Associates PA Cpas
NEW6,752—+6,752——$287.7K—2026-10-22
Retirement Planning Co of New England, Inc.
INCREASED6,7356,677+58+1%$276.6K$284.1K+$7.5K2026-10-15
Elyxium Wealth, LLC
UNCHANGED6,7156,71500%$278.2K$283.3K+$5.1K2026-10-27
Genesee Capital Advisors, LLC
INCREASED6,7066,626+80+1%$274.5K$282.9K+$8.4K2026-10-20
Rossby Financial, LCC
INCREASED6,6291,184+5,445+460%$49.1K$279.7K+$230.6K2026-11-05
Gradient Investments LLC
INCREASED6,6276,404+223+3%$265.3K$279.6K+$14.3K2026-10-08
CoreCap Advisors, LLC
INCREASED6,4343,113+3,321+107%$129.0K$271.5K+$142.5K2026-10-08
MFA Wealth Services
DECREASED6,2956,537-242-4%$270.8K$265.6K-$5.2K2026-10-14
True Private Wealth Advisors
INCREASED6,2956,119+176+3%$253.5K$265.6K+$12.1K2026-10-19
Wespac Advisors, LLC
DECREASED6,22328,143-21,920-78%$1.2M$262.5K-$903.4K2026-10-26
Chicago Partners Investment Group LLC
DECREASED6,1687,991-1,823-23%$344.2K$261.3K-$83.0K2026-10-27
Integrity Alliance, Llc.
NEW6,028—+6,028——$254.3K—2026-10-29
Revolve Wealth Partners, LLC
UNCHANGED5,9905,99000%$248.2K$252.7K+$4.6K2026-10-23
Accredited Investors Inc.
UNCHANGED5,9895,98900%$248.1K$252.7K+$4.6K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED5,9515,940+11+0%$246.1K$251.1K+$5.0K2026-10-21
HB Wealth Management, LLC
INCREASED5,8695,794+75+1%$240.0K$247.6K+$7.6K2026-10-23
Guardian Partners Inc.
INCREASED5,8205,740+80+1%$237.8K$245.5K+$7.7K2026-10-21
First Horizon Corp
DECREASED5,7336,155-422-7%$255.0K$241.9K-$13.1K2026-10-26
BOS Asset Management, LLC
UNCHANGED5,7055,70500%$236.4K$240.7K+$4.3K2026-10-09
Townsend & Associates, Inc
UNCHANGED5,6555,65500%$241.4K$241.0K-$4522026-10-23
City State Bank
INCREASED5,6394,114+1,525+37%$170.4K$237.9K+$67.5K2026-10-20
Tanglewood Wealth Management, Inc.
UNCHANGED5,5505,55000%$229.9K$234.2K+$4.2K2026-10-23
Essex Bank
INCREASED5,4655,463+2+0%$226.3K$230.5K+$4.2K2026-10-16
Choreo, LLC
INCREASED5,4635,461+2+0%$226.2K$230.5K+$4.2K2026-10-28
GSG Advisors LLC
INCREASED5,3945,329+65+1%$220.8K$227.6K+$6.8K2026-11-03
Powers Advisory Group, LLC
INCREASED5,3575,164+193+4%$213.9K$226.0K+$12.1K2026-10-14
Old National Bancorp
UNCHANGED5,3535,35300%$221.8K$225.8K+$4.1K2026-10-20
Radnor Capital Management, LLC
UNCHANGED5,3155,31500%$220.2K$224.2K+$4.0K2026-10-23
Lodestone Wealth Management LLC
INCREASED5,3045,303+1+0%$219.7K$223.8K+$4.1K2026-10-14
Longview Financial Advisors, Inc.
NEW5,285—+5,285——$223.0K—2026-10-09
Unique Wealth, LLC
UNCHANGED5,2515,25100%$217.5K$221.5K+$4.0K2026-10-16
Wesbanco Bank Inc
DECREASED5,1975,235-38-1%$216.9K$219.3K+$2.4K2026-11-04
VestGen Advisors, LLC
NEW5,031—+5,031——$212.3K—2026-10-27
Caliber Wealth Management, LLC / KS
INCREASED5,0265,015+11+0%$207.8K$212.1K+$4.3K2026-11-04
International Assets Investment Management, LLC
INCREASED4,9994,188+811+19%$172.3K$207.4K+$35.1K2026-11-02
Financial Partners Group, Inc
INCREASED4,9644,852+112+2%$201.0K$209.4K+$8.4K2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED4,9424,94200%$204.7K$208.5K+$3.8K2026-10-28
Etesian Wealth Advisors, Inc.
UNCHANGED4,8284,82800%$200.0K$203.7K+$3.7K2026-10-27
Axxcess Wealth Management, LLC
NEW4,818—+4,818——$203.3K—2026-10-21
Tred Avon Family Wealth, LLC
NEW4,807—+4,807——$202.8K—2026-10-20
Syntax Research, Inc.
NEW4,796—+4,796——$202.4K—2026-11-04
Triumph Capital Management
INCREASED4,4293,968+461+12%$164.4K$186.8K+$22.5K2026-10-14
Capital Investment Advisory Services, LLC
DECREASED4,2444,890-646-13%$202.6K$179.1K-$23.5K2026-10-30
Cape Investment Advisory, Inc.
INCREASED4,1914,179+12+0%$173.1K$176.8K+$3.7K2026-10-13
Root Financial Partners, LLC
NEW3,944—+3,944——$166.4K—2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED3,7693,76900%$156.2K$159.0K+$2.9K2026-10-13
Owl Creek Wealth Partners LLC
UNCHANGED3,5273,52700%$146.1K$148.8K+$2.7K2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED3,4863,48600%$144.4K$147.1K+$2.7K2026-10-16
Mosley Wealth Management
INCREASED3,444345+3,099+898%$14.3K$145.7K+$131.4K2026-10-16
Arcadia Investment Advisors LLC
UNCHANGED3,3443,34400%$138.5K$141.1K+$2.5K2026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED3,2383,23800%$134.2K$136.6K+$2.5K2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED3,0003,00000%$124.3K$126.6K+$2.3K2026-10-09
Wolff Wiese Magana LLC
UNCHANGED2,6502,65000%$109.8K$111.8K+$2.0K2026-10-15
SYM Financial Corp
INCREASED2,6172,595+22+1%$107.5K$110.4K+$2.9K2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED2,5002,50000%$103.6K$105.5K+$1.9K2026-10-28
Align Financial, LLC
UNCHANGED2,4232,42300%$100.4K$102.2K+$1.8K2026-10-16
Jacobi Capital Management LLC
NEW2,328—+2,328——$98.2K—2026-11-05
Centerpoint Advisors, LLC
INCREASED2,3262,298+28+1%$95.0K$98.0K+$3.0K2026-11-05
United Community Bank
INCREASED2,2341,884+350+19%$78.1K$94.3K+$16.2K2026-10-28
Putney Financial Group LLC
NEW2,210—+2,210——$93.2K—2026-10-30
RMG Wealth Management LLC
UNCHANGED2,2102,21000%$97.9K$93.5K-$4.4K2026-10-26
Silver Grove Financial Group, Inc.
DECREASED2,0992,115-16-1%$87.6K$88.6K+$9332026-11-05
Golden State Wealth Management, LLC
DECREASED1,97561,655-59,680-97%$2.6M$83.3K-$2.5M2026-11-02
Old Second National Bank of Aurora
UNCHANGED1,9251,92500%$79.8K$81.2K+$1.5K2026-10-22
Gamma Investing LLC
INCREASED1,8491,660+189+11%$68.8K$78.0K+$9.2K2026-10-08
First Command Advisory Services, Inc.
DECREASED1,7823,286-1,504-46%$136.1K$75.2K-$61.0K2026-11-05
Westside Investment Management, Inc.
INCREASED1,725945+780+83%$39.2K$72.8K+$33.6K2026-11-02
Hurley Capital, LLC
UNCHANGED1,5001,50000%$62.1K$63.3K+$1.1K2026-11-05
Versant Capital Management, Inc
UNCHANGED1,4891,48900%$61.7K$62.8K+$1.1K2026-10-02
Heritage Family Offices, LLP
NEW1,425—+1,425——$60.1K—2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED1,2151,21500%$50.3K$51.3K+$9232026-10-23
Nova Financial LLC
NEW1,181—+1,181——$49.8K—2026-11-04
Hilton Head Capital Partners, LLC
DECREASED1,0991,457-358-25%$60.4K$46.4K-$14.0K2026-10-23
Archer Investment Corp
UNCHANGED1,0971,09700%$45.4K$46.3K+$8332026-11-05
North Star Investment Management Corp.
UNCHANGED1,0751,07500%$44.5K$45.4K+$8172026-10-27
Register Financial Advisors LLC
INCREASED1,0701,058+12+1%$43.8K$45.2K+$1.3K2026-10-23
Mascoma Wealth Management LLC
UNCHANGED1,0351,03500%$42.9K$43.7K+$7872026-10-23
GK Wealth Management LLC
NEW1,000—+1,000——$42.2K—2026-10-09
Financial Consulate, Inc
DECREASED9881,966-978-50%$81.5K$41.7K-$39.8K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED953665+288+43%$27.6K$40.2K+$12.7K2026-10-30
Rosenberg Matthew Hamilton
NEW911—+911——$38.4K—2026-10-05
Buck Wealth Strategies, LLC
UNCHANGED85585500%$35.4K$36.1K+$6492026-10-28
Realta Investment Advisors
INCREASED778775+3+0%$32.1K$32.8K+$7062026-10-14
Fiduciary Advisors, Inc.
INCREASED722714+8+1%$29.6K$30.5K+$9022026-10-16
Compass Financial Management LLC
UNCHANGED61861800%$26.4K$26.1K-$3362026-10-30
Lloyd Advisory Services, Llc.
INCREASED569563+6+1%$23.3K$24.0K+$7112026-11-02
Parkside Financial Bank & Trust
UNCHANGED53553500%$22.2K$22.6K+$4062026-10-27
Marshall & Sterling Wealth Advisors Inc.
INCREASED518512+6+1%$21.2K$21.9K+$6512026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED50050000%$20.7K$21.1K+$3802026-10-21
Tradewinds Capital Management, LLC
UNCHANGED50050000%$20.7K$21.1K+$3802026-10-23
Blue Trust, Inc.
DECREASED477600-123-20%$24.9K$20.1K-$4.7K2026-10-15
Physician Wealth Advisors, Inc.
INCREASED425423+2+0%$17.5K$17.9K+$4332026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW400—+400——$17—2026-10-14
Rydar Equities, Inc.
NEW383—+383——$15.9K—2026-10-13
Harbor Investment Advisory, LLC
UNCHANGED36236200%$15.0K$15.3K+$2752026-10-13
Edgemoor Investment Advisors, Inc.
NEW347—+347——$14.6K—2026-11-03
Nvwm, LLC
NEW335—+335——$14.1K—2026-10-14
John Boyer, Inc.
NEW286—+286——$12.1K—2026-10-27
Vima LLC
UNCHANGED28028000%$11.6K$11.8K+$2132026-10-23
Kozak & Associates, Inc.
UNCHANGED23723700%$9.8K$10.1K+$3232026-10-29
Signaturefd, LLC
DECREASED235236-10%$9.8K$9.9K+$1502026-10-23
Larson Financial Group LLC
UNCHANGED21821800%$9.0K$9.2K+$1652026-11-05
Abound Wealth Management
UNCHANGED19819800%$8.2K$8.4K+$1502026-10-26
Lanark Financial, Inc.
UNCHANGED19019000%$7.9K$8.0K+$1452026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED18718700%$7.7K$7.9K+$1432026-10-19
Key FInancial Inc
UNCHANGED18018000%$7.5K$7.6K+$1372026-11-02
Tsfg, LLC
UNCHANGED16316300%$7$7$02026-10-23
Pathway Financial Advisers, LLC
NEW120—+120——$5.1K—2026-10-27
Main Street Group, LTD
UNCHANGED11011000%$4.6K$4.6K+$832026-10-28
Go Invest LLC
INCREASED7168+3+4%$2.8K$3.0K+$1792026-10-09
Bell Investment Advisors, Inc
UNCHANGED656500%$2.7K$2.7K+$502026-10-29
Ascentis Independent Advisors
NEW50—+50——$2.1K—2026-11-03
Wealth Enhancement Trust Services, Inc.
NEW50—+50——$2.1K—2026-10-07
Phillips Financial Management, LLC
UNCHANGED444400%$1.8K$1.9K+$332026-10-19
Foresight Capital Management Advisors, Inc.
NEW26—+26——$1.1K—2026-10-27
Arlington Trust Co LLC
UNCHANGED1100%$41$42+$12026-10-20
Founders Financial Securities LLC
CLOSED061,691-61,691-100%$2.6M$0-$2.6M2026-10-28
Sovran Advisors, LLC
CLOSED025,919-25,919-100%$1.1M$0-$1.1M2026-11-02
Obsidian CIO, LLC
CLOSED06,337-6,337-100%$262.5K$0-$262.5K2026-11-05
Sunrise Financial Services, LLC
CLOSED01,395-1,395-100%$57.8K$0-$57.8K2026-10-21
Stone House Investment Management, LLC
CLOSED0780-780-100%$32.3K$0-$32.3K2026-10-23
Robinswood Financial LLC
CLOSED0321-321-100%$13.3K$0-$13.3K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0280-280-100%$11.6K$0-$11.6K2026-10-14
NBT Bank, N.A.
CLOSED0208-208-100%$8.6K$0-$8.6K2026-10-21
LifeSteps Financial, Inc.
CLOSED090-90-100%$3.7K$0-$3.7K2026-10-15
Davis Capital Management
CLOSED052-52-100%$2.2K$0-$2.2K2026-10-08
Tucker Asset Management LLC
CLOSED043-43-100%$1.8K$0-$1.8K2026-10-29
Signature Resources Capital Management, LLC
CLOSED015-15-100%$621$0-$6212026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED000—$341.4K$364.6K+$23.1K2026-10-29
Bank of America Corp
N/A—14,500,643-14,500,643-100%$600.8M———
Morgan Stanley
N/A—8,538,854-8,538,854-100%$353.8M———
Wells Fargo & Company
N/A—5,612,695-5,612,695-100%$232.5M———
Envestnet Asset Management Inc
N/A—4,526,887-4,526,887-100%$187.5M———
Mercer Global Advisors Inc
N/A—4,022,070-4,022,070-100%$166.6M———
Ameriprise Financial Inc
N/A—4,020,717-4,020,717-100%$166.0M———
UBS Group AG
N/A—3,849,528-3,849,528-100%$159.5M———
LPL Financial LLC
N/A—3,678,911-3,678,911-100%$152.4M———
Royal Bank of Canada
N/A—2,485,729-2,485,729-100%$103.0M———
Raymond James Financial Inc
N/A—1,804,394-1,804,394-100%$74.8M———
Cetera Investment Advisers
N/A—1,605,145-1,605,145-100%$66.5M———
HighTower Advisors, LLC
N/A—1,438,419-1,438,419-100%$59.6M———
Northwestern Mutual Wealth Management Co
N/A—1,297,636-1,297,636-100%$53.8M———
Fukoku Mutual Life Insurance Co
N/A—1,232,000-1,232,000-100%$51.0M———
Jane Street Group, LLC
N/A—1,159,929-1,159,929-100%$48.1M———
Alliancebernstein L.P.
N/A—1,153,819-1,153,819-100%$49.1M———
JPMorgan Chase & Co
N/A—1,115,302-1,115,302-100%$46.3M———
Scotia Capital Inc.
N/A—1,041,433-1,041,433-100%$43.1M———
Stifel Financial Corp
N/A—1,032,039-1,032,039-100%$42.8M———
Focus Partners Wealth
N/A—958,642-958,642-100%$39.7M———
Arkadios Wealth Advisors
N/A—906,801-906,801-100%$37.6M———
Susquehanna International Group, LLP
N/A—900,814-900,814-100%$37.3M———
One Capital Management, LLC
N/A—828,851-828,851-100%$35.3M———
Orion Porfolio Solutions, LLC
N/A—810,468-810,468-100%$33.6M———
Mariner, LLC
N/A—798,132-798,132-100%$33.1M———
PNC Financial Services Group, Inc.
N/A—758,329-758,329-100%$31.4M———
Jones Financial Companies Lllp
N/A—735,821-735,821-100%$30.4M———
Horizon Investments, LLC
N/A—727,488-727,488-100%$30.1M———
Osaic Holdings, Inc.
N/A—721,547-721,547-100%$29.9M———
Janney Montgomery Scott LLC
N/A—562,136-562,136-100%$23.3M———
Securian Asset Management, Inc
N/A—500,000-500,000-100%$21.5M———
&partners
N/A—499,347-499,347-100%$20.7M———
Rockefeller Capital Management L.P.
N/A—426,275-426,275-100%$17.7M———
Baird Financial Group, Inc.
N/A—383,370-383,370-100%$15.9M———
Huntington National Bank
N/A—375,511-375,511-100%$15.6M———
Destination Wealth Management
N/A—373,763-373,763-100%$15.5M———
Disciplined Investors, L.L.C.
N/A—343,245-343,245-100%$14.2M———
Chicago Wealth Management, Inc.
N/A—332,842-332,842-100%$13.8M———
Citadel Advisors LLC
N/A—330,235-330,235-100%$13.7M———
Meeder Advisory Services, Inc.
N/A—322,516-322,516-100%$13.4M———
National Bank of Canada
N/A—297,112-297,112-100%$12.3M———
FAS Wealth Partners, Inc.
N/A—294,324-294,324-100%$12.2M———
Steward Partners Investment Advisory, LLC
N/A—279,758-279,758-100%$11.6M———
Equitable Holdings, Inc.
N/A—276,976-276,976-100%$11.5M———
Integrated Wealth Concepts LLC
N/A—264,299-264,299-100%$10.9M———
Franklin Resources Inc
N/A—254,849-254,849-100%$10.6M———
NewEdge Advisors, LLC
N/A—245,488-245,488-100%$10.2M———
Qube Research & Technologies Ltd
N/A—239,934-239,934-100%$9.9M———
Goldman Sachs Group Inc
N/A—232,403-232,403-100%$9.6M———
URS Advisory LLC
N/A—229,438-229,438-100%$9.5M———
UBS Asset Management Americas LLC
N/A—213,805-213,805-100%$8.9M———
Gallagher Fiduciary Advisors, LLC
N/A—213,736-213,736-100%$8.9M———
Viaable, LLC
N/A—177,946-177,946-100%$7.3M———
NorthCoast Asset Management LLC
N/A—171,034-171,034-100%$7.1M———
Wealth Management Associates, Inc.
N/A—149,439-149,439-100%$6.2M———
Beacon Pointe Advisors, LLC
N/A—137,395-137,395-100%$5.7M———
SSA Swiss Advisors AG
N/A—133,117-133,117-100%$5.5M———
Flow Traders U.S. LLC
N/A—132,987-132,987-100%$5.5M———
Private Advisor Group, LLC
N/A—131,582-131,582-100%$5.5M———
Sterling Wealth Advisors Inc
N/A—126,832-126,832-100%$5.3M———
Captrust Financial Advisors
N/A—124,295-124,295-100%$5.1M———
Blair William & Co
N/A—121,159-121,159-100%$5.0M———
MML Investors Services, LLC
N/A—119,379-119,379-100%$4.9M———
Snowden Capital Advisors LLC
N/A—110,883-110,883-100%$4.6M———
Winthrop Partners - WNY, LLC
N/A—107,760-107,760-100%$4.5M———
World Investment Advisors
N/A—106,825-106,825-100%$4.5M———
HRT Financial LP
N/A—106,220-106,220-100%$4.4M———
Operose Advisors LLC
N/A—104,975-104,975-100%$4.3M———
Harbour Investments, Inc.
N/A—102,160-102,160-100%$4.2M———
Pinnacle Financial Partners, Inc.
N/A—100,536-100,536-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—97,228-97,228-100%$4.0M———
FMR LLC
N/A—96,563-96,563-100%$4.0M———
First American Trust, FSB
N/A—93,565-93,565-100%$3.9M———
Argent Advisors, Inc.
N/A—90,426-90,426-100%$3.7M———
NewEdge Wealth, LLC
N/A—90,371-90,371-100%$3.7M———
Cascade Financial Partners, LLC
N/A—87,389-87,389-100%$3.6M———
Commerce Bank
N/A—83,205-83,205-100%$3.4M———
American Money Management, LLC
N/A—82,327-82,327-100%$3.4M———
Gotham Asset Management, LLC
N/A—81,555-81,555-100%$3.4M———
Mutual Advisors, LLC
N/A—77,803-77,803-100%$3.2M———
NAN Fung Trinity (HK) Ltd
N/A—77,800-77,800-100%$3.2M———
Natixis Advisors, LLC
N/A—77,652-77,652-100%$3.2M———
Stephens Inc
N/A—76,680-76,680-100%$3.2M———
Astoria Portfolio Advisors Llc.
N/A—73,382-73,382-100%$3.0M———
Advisory Services Network, LLC
N/A—73,097-73,097-100%$3.0M———
Cerity Partners LLC
N/A—70,365-70,365-100%$2.9M———
Hancock Whitney Corp
N/A—69,989-69,989-100%$2.9M———
SOA Wealth Advisors, Llc.
N/A—69,782-69,782-100%$112.9K———
Sanctuary Advisors, LLC
N/A—67,875-67,875-100%$2.8M———
Bank of Hawaii
N/A—64,959-64,959-100%$2.7M———
Waverly Advisors, LLC
N/A—63,089-63,089-100%$2.6M———
MAI Capital Management
N/A—62,401-62,401-100%$2.6M———
Kingsview Wealth Management, LLC
N/A—59,530-59,530-100%$2.5M———
Gould Asset Management LLC
N/A—54,280-54,280-100%$2.2M———
Trajan Wealth LLC
N/A—52,137-52,137-100%$2.2M———
Quantum Portfolio Management LLC
N/A—52,099-52,099-100%$2.2M———
Alteri Wealth LLC
N/A—51,156-51,156-100%$2.1M———
Trustmark Bank Trust Department
N/A—50,857-50,857-100%$2.1M———
Squarepoint Ops LLC
N/A—50,013-50,013-100%$2.1M———
Element Wealth, LLC
N/A—48,162-48,162-100%$2.0M———
Regal Investment Advisors LLC
N/A—46,548-46,548-100%$1.9M———
Mission Creek Capital Partners, Inc.
N/A—44,881-44,881-100%$1.9M———
Petix & Botte Co
N/A—44,479-44,479-100%$1.8M———
BlueStem Wealth Partners, LLC
N/A—44,411-44,411-100%$1.8M———
Aptus Capital Advisors, LLC
N/A—44,120-44,120-100%$1.8M———
Three Bearings Fiduciary Advisors, Inc.
N/A—43,902-43,902-100%$1.8M———
Composition Wealth, LLC
N/A—42,731-42,731-100%$1.8M———
First Commonwealth Financial Corp
N/A—40,391-40,391-100%$1.7M———
Navis Wealth Advisors, LLC
N/A—39,148-39,148-100%$1.6M———
Bank of Montreal
N/A—39,121-39,121-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—38,690-38,690-100%$1.6M———
Panoramic Investment Advisors, LLC
N/A—37,790-37,790-100%$1.6M———
CreativeOne Wealth, LLC
N/A—37,243-37,243-100%$1.5M———
Whittier Trust Co of Nevada Inc
N/A—36,998-36,998-100%$1.6M———
Sunflower Bank, N.A.
N/A—36,571-36,571-100%$1.5M———
Leavell Investment Management, Inc.
N/A—36,548-36,548-100%$1.5M———
Rothschild Wealth LLC
N/A—36,182-36,182-100%$1.5M———
Monetary Management Group Inc
N/A—36,000-36,000-100%$1.5M———
Benjamin Edwards Inc
N/A—35,827-35,827-100%$1.5M———
Elite Financial, Inc.
N/A—34,845-34,845-100%$1.4M———
Savant Capital, LLC
N/A—34,818-34,818-100%$1.4M———
Axis Wealth Partners, LLC
N/A—34,550-34,550-100%$1.4M———
Motco
N/A—33,822-33,822-100%$1.4M———
HSBC Holdings PLC
N/A—33,434-33,434-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—32,388-32,388-100%$1.3M———
Level Four Advisory Services, LLC
N/A—31,744-31,744-100%$1.3M———
Arkos Global Advisors
N/A—31,614-31,614-100%$1.3M———
Fiduciary Financial Advisors
N/A—31,425-31,425-100%$1.3M———
Catalyst Financial Partners LLC
N/A—29,633-29,633-100%$1.2M———
Godfrey Financial Associates, Inc.
N/A—29,503-29,503-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—28,952-28,952-100%$1.2M———
Clearstead Advisors, LLC
N/A—28,732-28,732-100%$1.2M———
Belpointe Asset Management LLC
N/A—28,609-28,609-100%$1.2M———
Index Technologies Group LLC
N/A—28,312-28,312-100%$1.2M———
Peregrine Asset Advisers, Inc.
N/A—28,302-28,302-100%$1.2M———
Yukon Wealth Management, Inc.
N/A—27,914-27,914-100%$1.2M———
Coldstream Capital Management Inc
N/A—27,763-27,763-100%$1.2M———
PSI Advisors, LLC
N/A—26,614-26,614-100%$1.1M———
Cahill Financial Advisors Inc
N/A—25,091-25,091-100%$1.0M———
Columbia River Financial Group, LLC
N/A—24,998-24,998-100%$1.0M———
Northern Trust Corp
N/A—24,830-24,830-100%$1.0M———
Silver OAK Securities, Incorporated
N/A—23,613-23,613-100%$978.3K———
Quantinno Capital Management LP
N/A—23,553-23,553-100%$975.8K———
WealthTrust Axiom LLC
N/A—22,804-22,804-100%$944.8K———
Stratos Investment Management, LLC
N/A—22,756-22,756-100%$942.8K———
Anchor Bay Capital, Inc.
N/A—22,657-22,657-100%$1.0M———
Oxinas Partners, LLC
N/A—22,568-22,568-100%$935.0K———
Ibex Wealth Advisors
N/A—21,666-21,666-100%$897.6K———
Drive Wealth Management, LLC
N/A—21,557-21,557-100%$893.1K———
Arax Advisory Partners
N/A—21,515-21,515-100%$891.4K———
Summit Financial, LLC
N/A—21,297-21,297-100%$882.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—21,055-21,055-100%$872.3K———
Centennial Bank
N/A—19,867-19,867-100%$823.1K———
Valmark Advisers, Inc.
N/A—19,352-19,352-100%$801.7K———
Dearborn Partners LLC
N/A—19,262-19,262-100%$798.0K———
Wealthspire Retirement, LLC
N/A—19,164-19,164-100%$794.0K———
Fort Sheridan Advisors LLC
N/A—18,832-18,832-100%$780.2K———
Dorsey & Whitney Trust Co LLC
N/A—18,368-18,368-100%$761.0K———
BFC Planning, Inc.
N/A—18,241-18,241-100%$755.7K———
GTS Securities LLC
N/A—17,727-17,727-100%$734.4K———
AQR Capital Management LLC
N/A—17,501-17,501-100%$725.1K———
AlTi Global, Inc.
N/A—16,976-16,976-100%$703.3K———
Advisors Preferred, LLC
N/A—16,661-16,661-100%$696.6K———
Lakeridge Wealth Management LLC
N/A—16,613-16,613-100%$688.3K———
Merit Financial Group, LLC
N/A—16,158-16,158-100%$669.4K———
Intentional Wealth Strategies, LLC
N/A—16,073-16,073-100%$665.9K———
Modern Wealth Management, LLC
N/A—16,063-16,063-100%$665.5K———
CIBC World Market Inc.
N/A—15,572-15,572-100%$645.1K———
Betterment LLC
N/A—15,510-15,510-100%$643.0K———
NorthRock Partners, LLC
N/A—14,846-14,846-100%$615.1K———
Sound View Wealth Advisors Group, LLC
N/A—14,227-14,227-100%$589.4K———
PFG Investments, LLC
N/A—13,995-13,995-100%$579.8K———
Van Hulzen Asset Management, LLC
N/A—13,826-13,826-100%$572.8K———
Moneta Group Investment Advisors LLC
N/A—13,812-13,812-100%$572.2K———
Global Retirement Partners, LLC
N/A—13,408-13,408-100%$555.5K———
CIBC Bancorp USA Inc.
N/A—13,376-13,376-100%$554.2K———
New Republic Capital, LLC
N/A—13,258-13,258-100%$549.3K———
Allworth Financial LP
N/A—13,101-13,101-100%$542.8K———
Lbmc Investment Advisors, LLC
N/A—13,095-13,095-100%$542.5K———
Advyzon Investment Management, LLC
N/A—13,049-13,049-100%$540.6K———
Two Sigma Securities, LLC
N/A—12,957-12,957-100%$536.8K———
Horizon Family Wealth, Inc.
N/A—12,944-12,944-100%$536.3K———
OneDigital Investment Advisors LLC
N/A—12,851-12,851-100%$532.4K———
BlackRock, Inc.
N/A—12,780-12,780-100%$529.5K———
Gladstone Institutional Advisory LLC
N/A—12,669-12,669-100%$524.9K———
Keystone Financial Group
N/A—12,515-12,515-100%$518.5K———
Bleakley Financial Group, LLC
N/A—12,362-12,362-100%$512.2K———
Forum Finance Group S.A.
N/A—12,160-12,160-100%$407———
Trivium Point Advisory, LLC
N/A—12,085-12,085-100%$500.7K———
Fiduciary Group, LLC
N/A—12,081-12,081-100%$500.5K———
Hilltop Holdings Inc.
N/A—11,844-11,844-100%$490.7K———
Haverford Trust Co
N/A—11,640-11,640-100%$482.2K———
Tranquilli Financial Advisor LLC
N/A—11,012-11,012-100%$456.2K———
Fiduciary Trust Co
N/A—10,992-10,992-100%$455.4K———
Sankala Group LLC
N/A—10,674-10,674-100%$476.2K———
Envestnet Portfolio Solutions, Inc.
N/A—10,665-10,665-100%$441.9K———
Beta Wealth Group, Inc.
N/A—10,172-10,172-100%$421.4K———
Oakmont Advisory Group, LLC
N/A—9,809-9,809-100%$406.4K———
Summit Wealth Partners, LLC
N/A—9,665-9,665-100%$400.4K———
Whittier Trust Co
N/A—9,657-9,657-100%$406.7K———
HC Advisors, LLC
N/A—9,600-9,600-100%$397.7K———
Per Stirling Capital Management, Llc.
N/A—9,109-9,109-100%$377.4K———
Bank of the Bluegrass & Trust Co.
N/A—8,999-8,999-100%$379.6K———
EFG International AG
N/A—8,655-8,655-100%$358.6K———
LWM Advisory Services, LLC
N/A—8,503-8,503-100%$352.3K———
Inspire Advisors, LLC
N/A—8,180-8,180-100%$338.9K———
PCM Encore, LLC
N/A—8,160-8,160-100%$338.1K———
Continuum Advisory, LLC
N/A—8,105-8,105-100%$335.8K———
XTX Topco Ltd
N/A—8,096-8,096-100%$335.4K———
Vestmark Advisory Solutions, Inc.
N/A—8,029-8,029-100%$332.6K———
Webster Bank, N. A.
N/A—7,821-7,821-100%$324.0K———
Western Wealth Management, LLC
N/A—7,741-7,741-100%$320.7K———
Cresset Asset Management, LLC
N/A—7,677-7,677-100%$318.1K———
Prepared Retirement Institute LLC
N/A—7,658-7,658-100%$317.3K———
Federation des caisses Desjardins du Quebec
N/A—7,636-7,636-100%$316.4K———
AE Wealth Management LLC
N/A—7,391-7,391-100%$306.2K———
Hamilton Wealth, LLC
N/A—7,352-7,352-100%$304.6K———
Kintra Wealth, LLC
N/A—7,120-7,120-100%$316.1K———
Broyhill Asset Management, LLC
N/A—7,000-7,000-100%$290.0K———
Caprock Group, LLC
N/A—6,944-6,944-100%$287.7K———
Wellington-Altus USA Inc.
N/A—6,870-6,870-100%$292.4K———
Vernal Point Advisors, LLC
N/A—6,845-6,845-100%$283.6K———
IFG Advisory, LLC
N/A—6,752-6,752-100%$279.7K———
Millington Financial Advisors, LLC
N/A—6,700-6,700-100%$288.2K———
Donaldson Capital Management, LLC
N/A—6,467-6,467-100%$267.9K———
HHM Wealth Advisors, LLC
N/A—6,443-6,443-100%$266.9K———
Mayflower Financial Advisors, LLC
N/A—6,410-6,410-100%$265.6K———
OneAscent Financial Services LLC
N/A—6,408-6,408-100%$265.5K———
Pathstone Holdings, LLC
N/A—6,249-6,249-100%$258.9K———
Atlantic Private Wealth, LLC
N/A—6,070-6,070-100%$251.5K———
OneAscent Family Office, LLC
N/A—6,000-6,000-100%$248.6K———
Stratos Wealth Advisors, LLC
N/A—5,958-5,958-100%$246.8K———
Sharp Wealth Advisory, LLC
N/A—5,500-5,500-100%$227.9K———
EP Wealth Advisors, LLC
N/A—5,454-5,454-100%$226.0K———
Mendel Capital Management LLC
N/A—5,113-5,113-100%$211.8K———
SHP Wealth Management
N/A—5,070-5,070-100%$210.1K———
Capital Financial Group Inc\co\
N/A—5,063-5,063-100%$209.8K———
Aventura Private Wealth, LLC
N/A—5,000-5,000-100%$207.2K———
RWA Wealth Partners, LLC
N/A—4,963-4,963-100%$205.6K———
Kovack Advisors, Inc.
N/A—4,931-4,931-100%$202.9K———
Thompson David Blair
N/A—4,883-4,883-100%$202.3K———
Banco Santander, S.A.
N/A—4,864-4,864-100%$201.5K———
O'shaughnessy Asset Management, LLC
N/A—4,828-4,828-100%$200.0K———
Geneos Wealth Management Inc.
N/A—4,698-4,698-100%$194.6K———
Ballast Advisors LLC
N/A—4,567-4,567-100%$189.2K———
Crews Bank & Trust
N/A—4,185-4,185-100%$173.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,972-3,972-100%$164.6K———
Clearstead Trust, LLC
N/A—3,846-3,846-100%$159.3K———
10Elms LLP
N/A—3,500-3,500-100%$145.0K———
Front Row Advisors LLC
N/A—3,349-3,349-100%$148.6K———
Anchor Investment Management, LLC
N/A—3,308-3,308-100%$137.0K———
Barclays PLC
N/A—3,200-3,200-100%$132.6K———
Founders Financial Alliance, LLC
N/A—3,172-3,172-100%$131.4K———
Security National Bank of Sioux City Iowa
N/A—3,165-3,165-100%$131.1K———
UMB Bank, n.a.
N/A—2,776-2,776-100%$115.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,759-2,759-100%$114.2K———
Measured Wealth Private Client Group, LLC
N/A—2,591-2,591-100%$107.3K———
Colonial Trust Co / SC
N/A—2,408-2,408-100%$99.8K———
Glenmede Trust Co NA
N/A—2,172-2,172-100%$90.0K———
Morris Financial Concepts, Inc.
N/A—1,904-1,904-100%$78.9K———
Colonial Trust Advisors
N/A—1,900-1,900-100%$78.7K———
Strategic Wealth Partners, Ltd.
N/A—1,899-1,899-100%$78.7K———
Bogart Wealth, LLC
N/A—1,816-1,816-100%$75.2K———
IMA Advisory Services, Inc.
N/A—1,680-1,680-100%$69.6K———
Bessemer Group Inc
N/A—1,623-1,623-100%$52.0K———
Dunhill Financial, LLC
N/A—1,405-1,405-100%$58.2K———
Toronto Dominion Bank
N/A—1,403-1,403-100%$58.0K———
Vanguard National Trust Co
N/A—1,400-1,400-100%$58.0K———
Transamerica Financial Advisors, LLC
N/A—1,367-1,367-100%$56.7K———
Ameritas Investment Partners, Inc.
N/A—1,270-1,270-100%$52.6K———
Bravera Wealth
N/A—1,166-1,166-100%$48.3K———
Zions Bancorporation, National Association
N/A—1,035-1,035-100%$42.9K———
Windsor Advisory Group, LLC
N/A—1,014-1,014-100%$42.0K———
Hantz Financial Services, Inc.
N/A—888-888-100%$37.0K———
Raffa Wealth Management, LLC
N/A—834-834-100%$34.6K———
Strive Financial Group,LLC
N/A—795-795-100%$32.9K———
Beaird Harris Wealth Management, LLC
N/A—699-699-100%$29.0K———
Glassy Mountain Advisors, Inc.
N/A—660-660-100%$27.3K———
Avalon Trust Co
N/A—650-650-100%$26.9K———
Ameriflex Group, Inc.
N/A—508-508-100%$21.0K———
CVA Family Office, LLC
N/A—457-457-100%$18.9K———
Institute for Wealth Management, Llc.
N/A—439-439-100%$18.2K———
LOM Asset Management Ltd
N/A—337-337-100%$14.0K———
Vanguard Advisers Inc
N/A—294-294-100%$12.2K———
Vision Retirement, LLC
N/A—274-274-100%$11.4K———
Meramec Financial Planners, LLC
N/A—230-230-100%$10.0K———
Capital Analysts, LLC
N/A—217-217-100%$9.0K———
Smartleaf Asset Management LLC
N/A—194-194-100%$8.1K———
Howe & Rusling Inc
N/A—141-141-100%$5.8K———
Crewe Advisors LLC
N/A—36-36-100%$1.5K———
Ancora Advisors LLCA
N/A—7-7-100%$290———
Fourth Dimension Wealth, LLC
N/A—5-5-100%$207———
Showing 659 of 659 institutions