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Ishares Core US REIT ETF (USRT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
INCREASED
Shares3,156,032 from 2,795,189
Change+360,843 (+13%)
Value$194.3M (+$8.6M)
Filed 2026-11-05
Trust Co of Tennessee
INCREASED
Shares1,202,727 from 1,195,061
Change+7,666 (+1%)
Value$74.1M (-$5.3M)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares1,014,456 from 841,122
Change+173,334 (+21%)
Value$62.5M (+$6.6M)
Filed 2026-10-23
Rakuten Investment Management, Inc.
INCREASED
Shares935,681 from 841,781
Change+93,900 (+11%)
Value$58.2M (+$1.3M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares716,366 from 776,678
Change-60,312 (-8%)
Value$44.1M (-$7.5M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares703,143 from 773,229
Change-70,086 (-9%)
Value$43.3M (-$8.1M)
Filed 2026-10-20
Blueprint Investment Partners LLC
DECREASED
Shares559,128 from 646,149
Change-87,021 (-13%)
Value$34.4M (-$8.5M)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares503,656 from 630,453
Change-126,797 (-20%)
Value$31.0M (-$10.9M)
Filed 2026-10-15
Rodgers & Associates, LTD
INCREASED
Shares406,752 from 401,892
Change+4,860 (+1%)
Value$25.0M (-$1.7M)
Filed 2026-10-20
Charles Schwab Trust Co
DECREASED
Shares365,806 from 392,426
Change-26,620 (-7%)
Value$22.5M (-$3.6M)
Filed 2026-10-15
Financial & Tax Architects, LLC
INCREASED
Shares358,113 from 338,845
Change+19,268 (+6%)
Value$22.1M (-$463.7K)
Filed 2026-10-15
93 Financial Group, LLC
INCREASED
Shares353,267 from 351,878
Change+1,389 (+0%)
Value$21.8M (-$1.6M)
Filed 2026-10-21
S. R. Schill & Associates
INCREASED
Shares326,678 from 326,591
Change+87 (+0%)
Value$20.1M (-$1.6M)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares323,323 from 356,874
Change-33,551 (-9%)
Value$19.9M (-$3.8M)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares308,146 from 359,790
Change-51,644 (-14%)
Value$19.0M (-$4.9M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares292,705 from 299,168
Change-6,463 (-2%)
Value$17.9M (-$2.1M)
Filed 2026-10-13
MPS Loria Financial Planners, LLC
INCREASED
Shares279,719 from 275,472
Change+4,247 (+2%)
Value$17.2M (-$1.1M)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares262,946 from 252,533
Change+10,413 (+4%)
Value$16.2M (-$588.6K)
Filed 2026-11-04
Tectonic Advisors LLC
INCREASED
Shares261,736 from 252,344
Change+9,392 (+4%)
Value$16.1M (-$650.5K)
Filed 2026-10-22
Biltmore Wealth Management, LLC
INCREASED
Shares235,252 from 226,548
Change+8,704 (+4%)
Value$14.5M (-$567.3K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares227,191 from 200,743
Change+26,448 (+13%)
Value$14.0M (+$651.0K)
Filed 2026-10-21
Cannon Financial Strategists, Inc.
INCREASED
Shares212,752 from 212,247
Change+505 (+0%)
Value$13.1M (-$1.0M)
Filed 2026-10-19
Moller Wealth Partners
INCREASED
Shares212,750 from 206,928
Change+5,822 (+3%)
Value$13.1M (-$649.2K)
Filed 2026-10-15
Freedom Day Solutions, LLC
INCREASED
Shares204,914 from 172,982
Change+31,932 (+18%)
Value$12.6M (+$1.1M)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares197,075 from 370
Change+196,705 (+53164%)
Value$12.1M (+$12.1M)
Filed 2026-11-04
Glenview Trust Co
DECREASED
Shares192,031 from 192,115
Change-84 (0%)
Value$11.8M (-$940.8K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares180,181 from 175,537
Change+4,644 (+3%)
Value$11.1M (-$568.9K)
Filed 2026-11-02
Cornerstone Management, Inc.
INCREASED
Shares171,149 from 156,555
Change+14,594 (+9%)
Value$10.5M (+$136.3K)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares131,406 from 137,999
Change-6,593 (-5%)
Value$8.1M (-$1.1M)
Filed 2026-11-05
Invenio Wealth Partners LLC
NEW
Shares131,370
Change+131,370
Value$8.1M
Filed 2026-10-20
Cambridge Capital Management, LLC
NEW
Shares127,094
Change+127,094
Value$7.8M
Filed 2026-10-19
ERn Financial, LLC
DECREASED
Shares126,793 from 132,502
Change-5,709 (-4%)
Value$7.8M (-$996.8K)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
INCREASED
Shares123,095 from 115,955
Change+7,140 (+6%)
Value$7.6M (-$125.0K)
Filed 2026-10-07
Spartan Planning & Wealth Management
INCREASED
Shares121,927 from 120,727
Change+1,200 (+1%)
Value$7.5M (-$514.1K)
Filed 2026-10-13
Moody National Bank Trust Division
DECREASED
Shares120,696 from 124,877
Change-4,181 (-3%)
Value$7.4M (-$865.6K)
Filed 2026-10-06
Financial Solutions Advisory Group, Inc.
INCREASED
Shares117,311 from 115,157
Change+2,154 (+2%)
Value$7.3M (-$378.4K)
Filed 2026-10-28
Peak Financial Management, Inc.
INCREASED
Shares106,395 from 104,740
Change+1,655 (+2%)
Value$6.6M (-$408.2K)
Filed 2026-10-16
Cedar Point Capital Partners, LLC
NEW
Shares100,547
Change+100,547
Value$6.2M
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares96,916 from 98,502
Change-1,586 (-2%)
Value$6.0M (-$577.4K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares96,416 from 110,801
Change-14,385 (-13%)
Value$5.9M (-$1.4M)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares90,589 from 88,426
Change+2,163 (+2%)
Value$5.6M (-$297.4K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares90,149 from 89,565
Change+584 (+1%)
Value$5.6K (-$5.9M)
Filed 2026-11-02
Phillips Financial Management, LLC
DECREASED
Shares88,813 from 94,508
Change-5,695 (-6%)
Value$5.5M (-$810.9K)
Filed 2026-10-19
Envision Financial LLC
INCREASED
Shares88,141 from 76,982
Change+11,159 (+15%)
Value$5.4M (+$312.2K)
Filed 2026-10-15
Retiremitten Financial LLC
INCREASED
Shares78,561 from 71,672
Change+6,889 (+10%)
Value$4.9M (+$142.8K)
Filed 2026-11-05
Topel & Distasi Wealth Management, LLC
INCREASED
Shares78,522 from 78,423
Change+99 (+0%)
Value$4.8M (-$375.8K)
Filed 2026-11-05
Prosperity Planning, Inc.
INCREASED
Shares78,362 from 77,786
Change+576 (+1%)
Value$4.8M (-$343.3K)
Filed 2026-10-09
Pinkerton Wealth, LLC
NEW
Shares75,017
Change+75,017
Value$4.6M
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares74,296 from 54,487
Change+19,809 (+36%)
Value$4.6M (+$954.5K)
Filed 2026-10-27
True Freedom Investing, LLC
NEW
Shares71,279
Change+71,279
Value$4.4M
Filed 2026-10-29
Windsor Capital Management, LLC
INCREASED
Shares71,109 from 67,817
Change+3,292 (+5%)
Value$4.4M (-$127.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares68,505 from 50,867
Change+17,638 (+35%)
Value$4.2M (+$838.4K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares68,059 from 53,465
Change+14,594 (+27%)
Value$4.2M (+$638.3K)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares67,218 from 66,953
Change+265 (+0%)
Value$4.1M (-$309.8K)
Filed 2026-11-04
First Security Investment Management, Inc.
INCREASED
Shares61,071 from 58,046
Change+3,025 (+5%)
Value$3.8M (-$96.4K)
Filed 2026-11-05
Cornerstone Partners Capital Management, LLC
UNCHANGED
Shares59,495 from 59,495
Change0 (0%)
Value$3.7M (-$289.7K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares57,342 from 66,290
Change-8,948 (-13%)
Value$3.5M (-$875.0K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
INCREASED
Shares55,983 from 52,702
Change+3,281 (+6%)
Value$3.4M (-$54.7K)
Filed 2026-10-09
RFG Advisory, LLC
INCREASED
Shares52,090 from 49,983
Change+2,107 (+4%)
Value$3.2M (-$113.7K)
Filed 2026-11-03
Financial Planning Fort Collins, LLC
DECREASED
Shares50,032 from 50,102
Change-70 (0%)
Value$3.1M (-$260.3K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares49,014 from 48,195
Change+819 (+2%)
Value$3.0M (-$184.3K)
Filed 2026-11-04
Keystone Financial Group, Inc.
INCREASED
Shares48,919 from 44,189
Change+4,730 (+11%)
Value$3.0M (+$76.1K)
Filed 2026-10-13
Weil Company, Inc.
INCREASED
Shares46,266 from 43,875
Change+2,391 (+5%)
Value$2.8M (-$66.4K)
Filed 2026-10-14
Private Client Services, LLC
DECREASED
Shares44,687 from 46,509
Change-1,822 (-4%)
Value$2.8M (-$338.7K)
Filed 2026-10-02
Fonville Wealth Management LLC
INCREASED
Shares43,715 from 36,298
Change+7,417 (+20%)
Value$2.7M (+$280.0K)
Filed 2026-10-28
IFC & Insurance Marketing, Inc.
INCREASED
Shares40,765 from 36,836
Change+3,929 (+11%)
Value$2.5M (+$64.8K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares40,656 from 71,829
Change-31,173 (-43%)
Value$2.5M (-$2.3M)
Filed 2026-11-02
RKL Wealth Management LLC
INCREASED
Shares39,333 from 12,551
Change+26,782 (+213%)
Value$2.4M (+$1.6M)
Filed 2026-10-16
Family Wealth Partners, LLC
INCREASED
Shares37,098 from 34,554
Change+2,544 (+7%)
Value$2.3M (-$11.6K)
Filed 2026-10-20
Virtus Family Office LLC
INCREASED
Shares37,019 from 36,059
Change+960 (+3%)
Value$2.3M (-$116.5K)
Filed 2026-10-30
Aspen Wealth Management LLC
INCREASED
Shares37,016 from 19,660
Change+17,356 (+88%)
Value$2.3M (+$973.0K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
NEW
Shares36,046
Change+36,046
Value$2.2M
Filed 2026-10-26
SeedSafe Financial LLC
DECREASED
Shares32,588 from 34,255
Change-1,667 (-5%)
Value$2.0M (-$268.8K)
Filed 2026-11-02
TriaGen Wealth Management LLC
INCREASED
Shares31,750 from 29,482
Change+2,268 (+8%)
Value$2.0M (-$3.9K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares31,370 from 29,218
Change+2,152 (+7%)
Value$1.9M (-$9.8K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares31,337 from 29,352
Change+1,985 (+7%)
Value$1.9M (-$20.7K)
Filed 2026-10-08
Wealthcare Capital Partners, LLC
DECREASED
Shares30,754 from 31,994
Change-1,240 (-4%)
Value$1.9M (-$232.2K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares30,328 from 9,985
Change+20,343 (+204%)
Value$1.9M (+$1.2M)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares30,122 from 30,337
Change-215 (-1%)
Value$1.9M (-$161.0K)
Filed 2026-11-04
Tenet Wealth Partners, LLC
DECREASED
Shares27,774 from 29,632
Change-1,858 (-6%)
Value$1.7M (-$348.5K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
INCREASED
Shares26,010 from 25,909
Change+101 (+0%)
Value$1.6M (-$119.9K)
Filed 2026-10-13
Advisory Solutions Group, LLC
NEW
Shares24,278
Change+24,278
Value$1.5M
Filed 2026-10-14
Prospect Financial Group LLC
DECREASED
Shares23,431 from 26,936
Change-3,505 (-13%)
Value$1.4M (-$347.0K)
Filed 2026-11-05
Shum Financial Group, Inc.
DECREASED
Shares22,080 from 22,124
Change-44 (0%)
Value$1.4M (-$110.5K)
Filed 2026-10-13
SigFig Wealth Management, LLC
DECREASED
Shares20,610 from 21,243
Change-633 (-3%)
Value$1.3M (-$166.1K)
Filed 2026-10-07
Ignite Planners, LLC
NEW
Shares20,367
Change+20,367
Value$1.3M
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares20,300 from 21,336
Change-1,036 (-5%)
Value$1.3M (-$167.7K)
Filed 2026-10-15
Intergy Private Wealth, LLC
INCREASED
Shares20,003 from 19,326
Change+677 (+4%)
Value$1.2M (-$52.4K)
Filed 2026-10-16
MMA Asset Management LLC
INCREASED
Shares19,599 from 18,780
Change+819 (+4%)
Value$1.2M (-$41.0K)
Filed 2026-11-02
Nolet Wealth Management, LLC
INCREASED
Shares19,196 from 19,036
Change+160 (+1%)
Value$1.2M (-$82.9K)
Filed 2026-10-15
River Street Advisors LLC
INCREASED
Shares18,891 from 18,279
Change+612 (+3%)
Value$1.2M (-$51.3K)
Filed 2026-10-22
Peterson Wealth Advisors, LLC
DECREASED
Shares18,469 from 18,581
Change-112 (-1%)
Value$1.1M (-$97.4K)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
DECREASED
Shares17,677 from 17,714
Change-37 (0%)
Value$1.1M (-$61.3K)
Filed 2026-11-02
American State Bank (Iowa)
DECREASED
Shares17,423 from 19,224
Change-1,801 (-9%)
Value$1.1M (-$204.5K)
Filed 2026-11-03
Capital Investment Advisors, LLC
NEW
Shares17,405
Change+17,405
Value$1.1M
Filed 2026-10-22
Ellis Investment Partners, LLC
INCREASED
Shares17,050 from 16,949
Change+101 (+1%)
Value$1.0M (-$76.3K)
Filed 2026-10-21
Inman Jager Wealth Management, LLC
INCREASED
Shares16,901 from 16,859
Change+42 (+0%)
Value$1.0M (-$79.5K)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares16,784 from 19,996
Change-3,212 (-16%)
Value$1.0M (-$294.9K)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares15,942 from 12,301
Change+3,641 (+30%)
Value$981.7K (+$164.3K)
Filed 2026-10-05
Telos Capital Management, Inc.
NEW
Shares15,592
Change+15,592
Value$960.2K
Filed 2026-11-02
Nautilus Advisors LLC
INCREASED
Shares15,201 from 14,246
Change+955 (+7%)
Value$936.1K (-$14.9K)
Filed 2026-10-07
Sheets Smith Wealth Management
INCREASED
Shares15,191 from 11,456
Change+3,735 (+33%)
Value$935.5K (+$174.2K)
Filed 2026-10-16
1834 Investment Advisors Co
UNCHANGED
Shares14,878 from 14,878
Change0 (0%)
Value$916.2K (-$72.5K)
Filed 2026-10-16
Range Financial Group LLC
DECREASED
Shares14,667 from 15,001
Change-334 (-2%)
Value$903.2K (-$93.6K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares14,469 from 14,599
Change-130 (-1%)
Value$891.0K (-$79.1K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
DECREASED
Shares14,255 from 14,645
Change-390 (-3%)
Value$877.8K (-$95.3K)
Filed 2026-10-09
Independent Wealth Network Inc.
DECREASED
Shares14,182 from 15,431
Change-1,249 (-8%)
Value$873.3K (-$152.0K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares14,068 from 10,304
Change+3,764 (+37%)
Value$872.9K (+$157.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares14,068 from 10,304
Change+3,764 (+37%)
Value$872.9K (+$157.0K)
Filed 2026-10-20
Wilkins Miller Wealth Management, LLC
DECREASED
Shares13,881 from 14,005
Change-124 (-1%)
Value$854.8K (-$75.9K)
Filed 2026-10-13
Global Strategic Investment Solutions, LLC
INCREASED
Shares13,774 from 13,757
Change+17 (+0%)
Value$848.2K (-$65.9K)
Filed 2026-10-16
J2 Capital Management Inc
INCREASED
Shares12,872 from 12,370
Change+502 (+4%)
Value$792.7K (-$29.3K)
Filed 2026-10-19
Advocate Investing Services LLC
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$782.1K (-$61.8K)
Filed 2026-10-26
Certified Advisory Corp
NEW
Shares12,477
Change+12,477
Value$768.3K
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares12,156 from 11,052
Change+1,104 (+10%)
Value$748.6K (+$14.2K)
Filed 2026-11-03
Wrenne Financial Planning LLC
INCREASED
Shares11,520 from 10,956
Change+564 (+5%)
Value$709.5K (-$18.5K)
Filed 2026-10-30
Trademark Financial Management, LLC
INCREASED
Shares11,341 from 10,195
Change+1,146 (+11%)
Value$698.4K (+$20.9K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
INCREASED
Shares11,210 from 11,060
Change+150 (+1%)
Value$690.3K (-$44.6K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares11,163 from 11,131
Change+32 (+0%)
Value$687.4K (-$52.3K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares11,117 from 10,756
Change+361 (+3%)
Value$684.6K (-$30.2K)
Filed 2026-10-16
Amicus Financial Advisors, LLC
DECREASED
Shares11,083 from 11,208
Change-125 (-1%)
Value$682.5K (-$62.3K)
Filed 2026-11-03
Canandaigua National Trust Co of Florida
NEW
Shares11,046
Change+11,046
Value$680.2K
Filed 2026-10-07
Presilium Private Wealth, LLC
DECREASED
Shares10,735 from 10,928
Change-193 (-2%)
Value$661.1K (-$65.1K)
Filed 2026-10-26
RHS Financial, LLC
DECREASED
Shares10,562 from 13,989
Change-3,427 (-24%)
Value$650.4K (-$279.2K)
Filed 2026-10-13
Kagan Cocozza Asset Management
DECREASED
Shares10,537 from 15,576
Change-5,039 (-32%)
Value$648.9K (-$386.2K)
Filed 2026-10-19
Heck Capital Advisors, LLC
INCREASED
Shares9,680 from 9,631
Change+49 (+1%)
Value$596.1K (-$43.9K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares9,641 from 8,848
Change+793 (+9%)
Value$594 (-$587.4K)
Filed 2026-10-26
Landmark Wealth Management, LLC
INCREASED
Shares9,310 from 8,372
Change+938 (+11%)
Value$573.3K (+$17.0K)
Filed 2026-11-03
Garde Capital, Inc.
DECREASED
Shares9,197 from 10,330
Change-1,133 (-11%)
Value$566.4K (-$120.1K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares9,139 from 9,355
Change-216 (-2%)
Value$562.8K (-$58.8K)
Filed 2026-10-13
AWM Capital, LLC
DECREASED
Shares9,069 from 11,107
Change-2,038 (-18%)
Value$558.5K (-$179.6K)
Filed 2026-10-16
HF Advisory Group, LLC
DECREASED
Shares8,948 from 9,260
Change-312 (-3%)
Value$551.0K (-$64.3K)
Filed 2026-10-09
Summit Financial Consulting LLC
INCREASED
Shares8,659 from 8,354
Change+305 (+4%)
Value$533.2K (-$21.9K)
Filed 2026-10-15
MBL Wealth, LLC
UNCHANGED
Shares8,332 from 8,332
Change0 (0%)
Value$513.1K (-$40.6K)
Filed 2026-10-22
RDA Financial Network
INCREASED
Shares8,125 from 5,893
Change+2,232 (+38%)
Value$500.3K (+$108.8K)
Filed 2026-10-15
Quad-Cities Investment Group, LLC
INCREASED
Shares7,708 from 7,480
Change+228 (+3%)
Value$474.6K (-$22.4K)
Filed 2026-10-16
Wealthcare Capital Management LLC
DECREASED
Shares7,539 from 9,102
Change-1,563 (-17%)
Value$464.3K (-$140.6K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares7,470 from 725
Change+6,745 (+930%)
Value$460.0K (+$411.8K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares7,312 from 6,710
Change+602 (+9%)
Value$450.3K (+$4.4K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares7,308 from 7,308
Change0 (0%)
Value$450.0K (-$35.6K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares6,926 from 6,926
Change0 (0%)
Value$426.5K (-$33.7K)
Filed 2026-11-05
Arkansas Financial Group, Inc.
INCREASED
Shares6,893 from 6,713
Change+180 (+3%)
Value$424.5K (-$21.6K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares6,861 from 7,516
Change-655 (-9%)
Value$422.5K (-$76.9K)
Filed 2026-10-16
Upper Left Wealth Management, LLC
UNCHANGED
Shares6,856 from 6,856
Change0 (0%)
Value$422.2K (-$33.4K)
Filed 2026-10-14
MBE Wealth Management, LLC
DECREASED
Shares6,658 from 7,851
Change-1,193 (-15%)
Value$410.0K (-$111.7K)
Filed 2026-10-26
Fingerlakes Wealth Management, Inc.
INCREASED
Shares6,253 from 5,573
Change+680 (+12%)
Value$385.0K (+$14.7K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,183 from 6,144
Change+39 (+1%)
Value$380.8K (-$27.5K)
Filed 2026-10-23
Krane Financial Solutions LLC
INCREASED
Shares6,086 from 6,041
Change+45 (+1%)
Value$374.8K (-$26.6K)
Filed 2026-10-30
RVW Wealth, LLC
UNCHANGED
Shares5,717 from 5,717
Change0 (0%)
Value$352.1K (-$27.8K)
Filed 2026-10-06
Truist Financial Corp
DECREASED
Shares5,683 from 5,959
Change-276 (-5%)
Value$350.0K (-$46.0K)
Filed 2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares5,661 from 5,706
Change-45 (-1%)
Value$348.6K (-$30.6K)
Filed 2026-10-13
Forte Asset Management LLC
DECREASED
Shares5,530 from 5,695
Change-165 (-3%)
Value$340.5K (-$37.9K)
Filed 2026-10-13
Redw Wealth LLC
INCREASED
Shares5,525 from 5,523
Change+2 (+0%)
Value$340.2K (-$26.8K)
Filed 2026-11-02
Destiny Capital Corp
DECREASED
Shares5,364 from 6,095
Change-731 (-12%)
Value$330.3K (-$74.7K)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares5,358 from 5,115
Change+243 (+5%)
Value$329.9K (-$9.9K)
Filed 2026-10-29
YHB Investment Advisors, Inc.
DECREASED
Shares5,206 from 5,605
Change-399 (-7%)
Value$320.6K (-$51.9K)
Filed 2026-10-08
Redwood Financial Network Corp
DECREASED
Shares5,069 from 5,175
Change-106 (-2%)
Value$312.2K (-$31.7K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,979 from 5,706
Change-727 (-13%)
Value$306.6K (-$72.6K)
Filed 2026-11-03
CGN Advisors LLC
DECREASED
Shares4,890 from 5,433
Change-543 (-10%)
Value$301.1K (-$59.9K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares4,887 from 5,085
Change-198 (-4%)
Value$301.0K (-$37.0K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares4,875 from 4,872
Change+3 (+0%)
Value$300.2K (-$23.5K)
Filed 2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares4,801 from 4,851
Change-50 (-1%)
Value$295.6K (-$26.7K)
Filed 2026-10-13
Ritholtz Wealth Management
UNCHANGED
Shares4,801 from 4,801
Change0 (0%)
Value$295.6K (-$23.4K)
Filed 2026-11-05
Finley Financial, LLC
UNCHANGED
Shares4,780 from 4,780
Change0 (0%)
Value$292.9K (-$24.8K)
Filed 2026-10-28
Platform Technology Partners
INCREASED
Shares4,686 from 4,307
Change+379 (+9%)
Value$288.6K (+$2.4K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares4,685 from 3,989
Change+696 (+17%)
Value$288.5K (+$23.4K)
Filed 2026-10-28
PDS Planning, Inc
INCREASED
Shares4,621 from 4,429
Change+192 (+4%)
Value$284.6K (-$9.7K)
Filed 2026-11-03
NWF Advisory Services Inc.
UNCHANGED
Shares4,598 from 4,598
Change0 (0%)
Value$283.1K (-$22.4K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares4,591
Change+4,591
Value$282.7K
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares4,384 from 3,806
Change+578 (+15%)
Value$269.9K (+$17.1K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares4,260 from 4,259
Change+1 (+0%)
Value$261.0K (-$22.6K)
Filed 2026-11-02
Silverlake Wealth Management LLC
INCREASED
Shares4,093 from 4,067
Change+26 (+1%)
Value$252.0K (-$18.2K)
Filed 2026-10-21
Aletheian Wealth Advisors LLC
UNCHANGED
Shares4,047 from 4,047
Change0 (0%)
Value$249.2K (-$19.7K)
Filed 2026-10-08
Epiq Partners, LLC
INCREASED
Shares4,025 from 4,022
Change+3 (+0%)
Value$247.9K (-$19.4K)
Filed 2026-10-07
Independent Wealth Advisors LLC
NEW
Shares4,003
Change+4,003
Value$246.5K
Filed 2026-10-27
IVC Wealth Advisors LLC
INCREASED
Shares3,963 from 3,875
Change+88 (+2%)
Value$244.0K (-$13.5K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED
Shares3,872 from 3,851
Change+21 (+1%)
Value$238.4K (-$17.5K)
Filed 2026-10-16
Iron Financial LLC
INCREASED
Shares3,836 from 3,809
Change+27 (+1%)
Value$236.2K (-$16.9K)
Filed 2026-10-23
Greenleaf Trust
NEW
Shares3,808
Change+3,808
Value$234.5K
Filed 2026-10-29
SAX Wealth Advisors, LLC
UNCHANGED
Shares3,767 from 3,767
Change0 (0%)
Value$232.0K (+$9.0K)
Filed 2026-10-13
FSA Investment Group, LLC
INCREASED
Shares3,754 from 3,291
Change+463 (+14%)
Value$231.2K (+$12.5K)
Filed 2026-10-07
HCR Wealth Advisors
INCREASED
Shares3,738 from 3,210
Change+528 (+16%)
Value$230.2K (+$16.9K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,697 from 3,697
Change0 (0%)
Value$227.7K (-$18.0K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
INCREASED
Shares3,693 from 3,473
Change+220 (+6%)
Value$227.4K (-$3.4K)
Filed 2026-10-20
Prosperity Financial Group, Inc.
DECREASED
Shares3,677 from 4,396
Change-719 (-16%)
Value$226.4K (-$65.7K)
Filed 2026-10-29
Sharper & Granite LLC
UNCHANGED
Shares3,675 from 3,675
Change0 (0%)
Value$217.5K (-$26.7K)
Filed 2026-11-02
Synergy Asset Management, LLC
INCREASED
Shares3,657 from 3,334
Change+323 (+10%)
Value$225.2K (+$3.7K)
Filed 2026-11-05
Values Added Financial LLC
DECREASED
Shares3,418 from 3,660
Change-242 (-7%)
Value$210.5K (-$32.7K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares3,328
Change+3,328
Value$204.9K
Filed 2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares3,200 from 5,100
Change-1,900 (-37%)
Value$197 (-$338.8K)
Filed 2026-10-22
Bangor Savings Bank
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$195.2K (-$15.4K)
Filed 2026-10-06
AlphaCore Capital LLC
UNCHANGED
Shares2,726 from 2,726
Change0 (0%)
Value$167.9K (-$13.3K)
Filed 2026-11-04
Biltmore Family Office, LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$142.0K (-$11.2K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares2,135 from 16,375
Change-14,240 (-87%)
Value$131.5K (-$956.6K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares1,997 from 1,997
Change0 (0%)
Value$123.0K (-$9.7K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares1,911 from 29,024
Change-27,113 (-93%)
Value$117.2K (-$1.8M)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$106.9K (-$8.5K)
Filed 2026-10-15
Old Second National Bank of Aurora
DECREASED
Shares1,539 from 1,629
Change-90 (-6%)
Value$94.8K (-$13.5K)
Filed 2026-10-22
Blue Trust, Inc.
NEW
Shares1,364
Change+1,364
Value$84.0K
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
NEW
Shares1,350
Change+1,350
Value$83.1K
Filed 2026-11-03
Financial Perspectives, Inc
INCREASED
Shares1,337 from 1,327
Change+10 (+1%)
Value$82.3K (-$5.9K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares1,213 from 1,173
Change+40 (+3%)
Value$74.7K (-$3.2K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares1,126
Change+1,126
Value$69.3K
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$57.1K (-$4.5K)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$57.8K (-$2.4K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$55.4K (-$4.4K)
Filed 2026-10-16
Central Trust Co
INCREASED
Shares807 from 716
Change+91 (+13%)
Value$49.7K (+$2.1K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares736 from 732
Change+4 (+1%)
Value$45.3K (-$3.3K)
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$42.6K (-$3.4K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares644 from 643
Change+1 (+0%)
Value$39.7K (-$3.0K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$36.5K (-$2.9K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares546 from 189
Change+357 (+189%)
Value$33.6K (+$21.1K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares496
Change+496
Value$30.5K
Filed 2026-10-21
Colony Family Offices, LLC
NEW
Shares362
Change+362
Value$22.3K
Filed 2026-10-22
Armstrong Advisory Group, Inc
NEW
Shares354
Change+354
Value$21.8K
Filed 2026-10-09
Hilton Head Capital Partners, LLC
INCREASED
Shares353 from 350
Change+3 (+1%)
Value$21.7K (-$1.5K)
Filed 2026-10-23
SBK Financial, Inc.
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$21.4K (-$1.7K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares335 from 62
Change+273 (+440%)
Value$20.5K (+$16.4K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares331 from 306
Change+25 (+8%)
Value$20.4K (+$49)
Filed 2026-10-21
Investors Research Corp
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$20.4K (-$1.6K)
Filed 2026-10-07
CGC Financial Services, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$19.1K (-$1.5K)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18 (-$20.0K)
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$18.2K (-$1.4K)
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$17.9K (-$1.4K)
Filed 2026-10-28
Madden Securities Corp
NEW
Shares256
Change+256
Value$15.8K
Filed 2026-10-27
Catherine Avery Investment Management LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$14.7K (-$1.2K)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares219 from 218
Change+1 (+0%)
Value$13.5K (-$960)
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares211 from 11
Change+200 (+1818%)
Value$13.0K (+$12.3K)
Filed 2026-10-26
Tompkins Financial Corp
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$12.9K (-$1.0K)
Filed 2026-10-05
CX Institutional
INCREASED
Shares206 from 196
Change+10 (+5%)
Value$13 ($0)
Filed 2026-10-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.3K (-$974)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares197 from 100
Change+97 (+97%)
Value$12.1K (+$5.5K)
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$11.1K (-$881)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$10.2K (-$803)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares159 from 158
Change+1 (+1%)
Value$9.8K (-$674)
Filed 2026-10-30
Independence Bank of Kentucky
NEW
Shares151
Change+151
Value$9.3K
Filed 2026-10-26
Ascentis Wealth Management, LLC
NEW
Shares132
Change+132
Value$8.1K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares107
Change+107
Value$6.6K
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$6.1K (-$433)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
NEW
Shares96
Change+96
Value$5.9K
Filed 2026-10-15
High Note Wealth, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$5.9K (-$467)
Filed 2026-10-27
James T. Borello RIA
NEW
Shares94
Change+94
Value$5.8K
Filed 2026-10-16
Downshift Financial, LLC
INCREASED
Shares84 from 83
Change+1 (+1%)
Value$5.2K (-$368)
Filed 2026-10-13
Breakwater Investment Management
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.9K (-$389)
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.6K (-$291)
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.0K (-$234)
Filed 2026-10-07
Valued Wealth Advisors LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.5K (-$200)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares17
Change+17
Value$1.0K
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$570 (-$41)
Filed 2026-10-28
MV Capital Management, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$493 (-$39)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares4 from 1,168
Change-1,164 (-100%)
Value$246 (-$77.6K)
Filed 2026-10-30
Bear Mountain Capital, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$249 (-$20)
Filed 2026-11-04
Hughes Financial Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$128 (-$5)
Filed 2026-10-30
Chilton Capital Management LLC
NEW
Shares1
Change+1
Value$62
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares1 from 415
Change-414 (-100%)
Value$62 (-$27.5K)
Filed 2026-11-04
SMI Advisory Services, LLC
CLOSED
Shares0 from 377,626
Change-377,626 (-100%)
Value$0 (-$25.3M)
Filed 2026-10-13
Gimbal Financial
CLOSED
Shares0 from 153,565
Change-153,565 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-19
Frontier Asset Management, LLC
CLOSED
Shares0 from 28,093
Change-28,093 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-28
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 10,888
Change-10,888 (-100%)
Value$0 (-$723.5K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,550
Change-5,550 (-100%)
Value$0 (-$368.8K)
Filed 2026-10-16
Bailard, Inc.
CLOSED
Shares0 from 3,237
Change-3,237 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-13
Anchor Capital Advisors LLC
CLOSED
Shares0 from 3,223
Change-3,223 (-100%)
Value$0 (-$214.2K)
Filed 2026-11-05
E6 Portfolios, LLC
CLOSED
Shares0 from 3,054
Change-3,054 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-26
Veracity Capital LLC
CLOSED
Shares0 from 3,038
Change-3,038 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-08
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 2,988
Change-2,988 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 861
Change-861 (-100%)
Value$0 (-$57.2K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$23.0K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-28
Realta Investment Advisors
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-14
Key FInancial Inc
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$133)
Filed 2026-11-02
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Price T Rowe Associates Inc
N/A
Shares— from 4,802,136
Change-4,802,136 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,607,024
Change-4,607,024 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,214,451
Change-2,214,451 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,938,379
Change-1,938,379 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,919,207
Change-1,919,207 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,757,195
Change-1,757,195 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 950,667
Change-950,667 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 940,273
Change-940,273 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 852,214
Change-852,214 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 782,526
Change-782,526 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 576,946
Change-576,946 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 376,313
Change-376,313 (-100%)
Value—
Stephens Inc
N/A
Shares— from 356,379
Change-356,379 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 355,500
Change-355,500 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 311,720
Change-311,720 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 306,909
Change-306,909 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 292,646
Change-292,646 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 279,251
Change-279,251 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 278,505
Change-278,505 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 273,818
Change-273,818 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 272,169
Change-272,169 (-100%)
Value—
UBS Group AG
N/A
Shares— from 269,733
Change-269,733 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 259,281
Change-259,281 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 257,149
Change-257,149 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 249,669
Change-249,669 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 243,424
Change-243,424 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 194,590
Change-194,590 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 173,302
Change-173,302 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 171,701
Change-171,701 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 170,628
Change-170,628 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 164,291
Change-164,291 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 162,212
Change-162,212 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 161,724
Change-161,724 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 155,021
Change-155,021 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 123,227
Change-123,227 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 116,234
Change-116,234 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 109,467
Change-109,467 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 108,528
Change-108,528 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 101,325
Change-101,325 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 94,706
Change-94,706 (-100%)
Value—
Commerce Bank
N/A
Shares— from 75,696
Change-75,696 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 70,349
Change-70,349 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 67,800
Change-67,800 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 64,160
Change-64,160 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 63,069
Change-63,069 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 62,738
Change-62,738 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 62,393
Change-62,393 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 61,568
Change-61,568 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 57,296
Change-57,296 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 56,493
Change-56,493 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 54,301
Change-54,301 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 53,836
Change-53,836 (-100%)
Value—
Es4, LLC
N/A
Shares— from 49,011
Change-49,011 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 47,934
Change-47,934 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 47,713
Change-47,713 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 46,358
Change-46,358 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 46,219
Change-46,219 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 45,230
Change-45,230 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 42,890
Change-42,890 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 40,915
Change-40,915 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 40,796
Change-40,796 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 38,419
Change-38,419 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 37,677
Change-37,677 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 36,556
Change-36,556 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,001
Change-34,001 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 33,125
Change-33,125 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 31,785
Change-31,785 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 31,562
Change-31,562 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 30,563
Change-30,563 (-100%)
Value—
State Street Corp
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 29,461
Change-29,461 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,171
Change-29,171 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 28,599
Change-28,599 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 27,155
Change-27,155 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 26,577
Change-26,577 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 25,507
Change-25,507 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 25,507
Change-25,507 (-100%)
Value—
&partners
N/A
Shares— from 24,865
Change-24,865 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 23,826
Change-23,826 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,768
Change-23,768 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 22,688
Change-22,688 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 22,662
Change-22,662 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 22,250
Change-22,250 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 21,853
Change-21,853 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,020
Change-20,020 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 19,790
Change-19,790 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 18,594
Change-18,594 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 17,753
Change-17,753 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 17,380
Change-17,380 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 17,375
Change-17,375 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 16,434
Change-16,434 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 15,969
Change-15,969 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 15,829
Change-15,829 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,425
Change-15,425 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,411
Change-14,411 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,445
Change-13,445 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,157
Change-13,157 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,019
Change-13,019 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 12,057
Change-12,057 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,819
Change-11,819 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 11,016
Change-11,016 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 10,730
Change-10,730 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,316
Change-10,316 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 9,983
Change-9,983 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,494
Change-8,494 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,297
Change-8,297 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 8,238
Change-8,238 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,212
Change-8,212 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,049
Change-8,049 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,989
Change-7,989 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,783
Change-7,783 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,733
Change-7,733 (-100%)
Value—
Allstate Corp
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,385
Change-7,385 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,803
Change-6,803 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 5,867
Change-5,867 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,151
Change-4,151 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 900
Change-900 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 858
Change-858 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 823
Change-823 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 709
Change-709 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 661
Change-661 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 521
Change-521 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 209
Change-209 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 90
Change-90 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
US Bancorp \de\
INCREASED3,156,0322,795,189+360,843+13%$185.7M$194.3M+$8.6M2026-11-05
Trust Co of Tennessee
INCREASED1,202,7271,195,061+7,666+1%$79.4M$74.1M-$5.3M2026-10-16
Apollon Wealth Management, LLC
INCREASED1,014,456841,122+173,334+21%$55.9M$62.5M+$6.6M2026-10-23
Rakuten Investment Management, Inc.
INCREASED935,681841,781+93,900+11%$56.9M$58.2M+$1.3M2026-10-30
Fifth Third Bancorp
DECREASED716,366776,678-60,312-8%$51.6M$44.1M-$7.5M2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED703,143773,229-70,086-9%$51.4M$43.3M-$8.1M2026-10-20
Blueprint Investment Partners LLC
DECREASED559,128646,149-87,021-13%$42.9M$34.4M-$8.5M2026-10-28
Mission Wealth Management, LP
DECREASED503,656630,453-126,797-20%$41.9M$31.0M-$10.9M2026-10-15
Rodgers & Associates, LTD
INCREASED406,752401,892+4,860+1%$26.7M$25.0M-$1.7M2026-10-20
Charles Schwab Trust Co
DECREASED365,806392,426-26,620-7%$26.1M$22.5M-$3.6M2026-10-15
Financial & Tax Architects, LLC
INCREASED358,113338,845+19,268+6%$22.5M$22.1M-$463.7K2026-10-15
93 Financial Group, LLC
INCREASED353,267351,878+1,389+0%$23.4M$21.8M-$1.6M2026-10-21
S. R. Schill & Associates
INCREASED326,678326,591+87+0%$21.7M$20.1M-$1.6M2026-10-20
Choreo, LLC
DECREASED323,323356,874-33,551-9%$23.7M$19.9M-$3.8M2026-10-28
Blueprint Financial Advisors LLC
DECREASED308,146359,790-51,644-14%$23.9M$19.0M-$4.9M2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED292,705299,168-6,463-2%$20.0M$17.9M-$2.1M2026-10-13
MPS Loria Financial Planners, LLC
INCREASED279,719275,472+4,247+2%$18.3M$17.2M-$1.1M2026-10-14
Lido Advisors, LLC
INCREASED262,946252,533+10,413+4%$16.8M$16.2M-$588.6K2026-11-04
Tectonic Advisors LLC
INCREASED261,736252,344+9,392+4%$16.8M$16.1M-$650.5K2026-10-22
Biltmore Wealth Management, LLC
INCREASED235,252226,548+8,704+4%$15.1M$14.5M-$567.3K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED227,191200,743+26,448+13%$13.3M$14.0M+$651.0K2026-10-21
Cannon Financial Strategists, Inc.
INCREASED212,752212,247+505+0%$14.1M$13.1M-$1.0M2026-10-19
Moller Wealth Partners
INCREASED212,750206,928+5,822+3%$13.8M$13.1M-$649.2K2026-10-15
Freedom Day Solutions, LLC
INCREASED204,914172,982+31,932+18%$11.5M$12.6M+$1.1M2026-10-20
EverSource Wealth Advisors, LLC
INCREASED197,075370+196,705+53164%$24.6K$12.1M+$12.1M2026-11-04
Glenview Trust Co
DECREASED192,031192,115-840%$12.8M$11.8M-$940.8K2026-10-28
Creative Planning
INCREASED180,181175,537+4,644+3%$11.7M$11.1M-$568.9K2026-11-02
Cornerstone Management, Inc.
INCREASED171,149156,555+14,594+9%$10.4M$10.5M+$136.3K2026-10-16
Compound Planning, Inc.
DECREASED131,406137,999-6,593-5%$9.2M$8.1M-$1.1M2026-11-05
Invenio Wealth Partners LLC
NEW131,370—+131,370——$8.1M—2026-10-20
Cambridge Capital Management, LLC
NEW127,094—+127,094——$7.8M—2026-10-19
ERn Financial, LLC
DECREASED126,793132,502-5,709-4%$8.8M$7.8M-$996.8K2026-10-28
Canandaigua National Bank & Trust Co
INCREASED123,095115,955+7,140+6%$7.7M$7.6M-$125.0K2026-10-07
Spartan Planning & Wealth Management
INCREASED121,927120,727+1,200+1%$8.0M$7.5M-$514.1K2026-10-13
Moody National Bank Trust Division
DECREASED120,696124,877-4,181-3%$8.3M$7.4M-$865.6K2026-10-06
Financial Solutions Advisory Group, Inc.
INCREASED117,311115,157+2,154+2%$7.7M$7.3M-$378.4K2026-10-28
Peak Financial Management, Inc.
INCREASED106,395104,740+1,655+2%$7.0M$6.6M-$408.2K2026-10-16
Cedar Point Capital Partners, LLC
NEW100,547—+100,547——$6.2M—2026-10-29
Avior Wealth Management, LLC
DECREASED96,91698,502-1,586-2%$6.5M$6.0M-$577.4K2026-10-13
Commonwealth Equity Services, LLC
DECREASED96,416110,801-14,385-13%$7.4M$5.9M-$1.4M2026-11-02
CoreCap Advisors, LLC
INCREASED90,58988,426+2,163+2%$5.9M$5.6M-$297.4K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED90,14989,565+584+1%$6.0M$5.6K-$5.9M2026-11-02
Phillips Financial Management, LLC
DECREASED88,81394,508-5,695-6%$6.3M$5.5M-$810.9K2026-10-19
Envision Financial LLC
INCREASED88,14176,982+11,159+15%$5.1M$5.4M+$312.2K2026-10-15
Retiremitten Financial LLC
INCREASED78,56171,672+6,889+10%$4.8M$4.9M+$142.8K2026-11-05
Topel & Distasi Wealth Management, LLC
INCREASED78,52278,423+99+0%$5.2M$4.8M-$375.8K2026-11-05
Prosperity Planning, Inc.
INCREASED78,36277,786+576+1%$5.2M$4.8M-$343.3K2026-10-09
Pinkerton Wealth, LLC
NEW75,017—+75,017——$4.6M—2026-10-29
VestGen Advisors, LLC
INCREASED74,29654,487+19,809+36%$3.6M$4.6M+$954.5K2026-10-27
True Freedom Investing, LLC
NEW71,279—+71,279——$4.4M—2026-10-29
Windsor Capital Management, LLC
INCREASED71,10967,817+3,292+5%$4.5M$4.4M-$127.6K2026-10-13
Kestra Advisory Services, LLC
INCREASED68,50550,867+17,638+35%$3.4M$4.2M+$838.4K2026-11-02
Apollon Financial, LLC
INCREASED68,05953,465+14,594+27%$3.6M$4.2M+$638.3K2026-10-23
Visionary Wealth Advisors
INCREASED67,21866,953+265+0%$4.4M$4.1M-$309.8K2026-11-04
First Security Investment Management, Inc.
INCREASED61,07158,046+3,025+5%$3.9M$3.8M-$96.4K2026-11-05
Cornerstone Partners Capital Management, LLC
UNCHANGED59,49559,49500%$4.0M$3.7M-$289.7K2026-11-04
Thrivent Financial for Lutherans
DECREASED57,34266,290-8,948-13%$4.4M$3.5M-$875.0K2026-11-05
Post Resch Tallon Group Inc.
INCREASED55,98352,702+3,281+6%$3.5M$3.4M-$54.7K2026-10-09
RFG Advisory, LLC
INCREASED52,09049,983+2,107+4%$3.3M$3.2M-$113.7K2026-11-03
Financial Planning Fort Collins, LLC
DECREASED50,03250,102-700%$3.3M$3.1M-$260.3K2026-10-16
Creative Financial Designs Inc
INCREASED49,01448,195+819+2%$3.2M$3.0M-$184.3K2026-11-04
Keystone Financial Group, Inc.
INCREASED48,91944,189+4,730+11%$2.9M$3.0M+$76.1K2026-10-13
Weil Company, Inc.
INCREASED46,26643,875+2,391+5%$2.9M$2.8M-$66.4K2026-10-14
Private Client Services, LLC
DECREASED44,68746,509-1,822-4%$3.1M$2.8M-$338.7K2026-10-02
Fonville Wealth Management LLC
INCREASED43,71536,298+7,417+20%$2.4M$2.7M+$280.0K2026-10-28
IFC & Insurance Marketing, Inc.
INCREASED40,76536,836+3,929+11%$2.4M$2.5M+$64.8K2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED40,65671,829-31,173-43%$4.8M$2.5M-$2.3M2026-11-02
RKL Wealth Management LLC
INCREASED39,33312,551+26,782+213%$834.0K$2.4M+$1.6M2026-10-16
Family Wealth Partners, LLC
INCREASED37,09834,554+2,544+7%$2.3M$2.3M-$11.6K2026-10-20
Virtus Family Office LLC
INCREASED37,01936,059+960+3%$2.4M$2.3M-$116.5K2026-10-30
Aspen Wealth Management LLC
INCREASED37,01619,660+17,356+88%$1.3M$2.3M+$973.0K2026-10-14
Ashton Thomas Securities, LLC
NEW36,046—+36,046——$2.2M—2026-10-26
SeedSafe Financial LLC
DECREASED32,58834,255-1,667-5%$2.3M$2.0M-$268.8K2026-11-02
TriaGen Wealth Management LLC
INCREASED31,75029,482+2,268+8%$2.0M$2.0M-$3.9K2026-10-14
Vise Technologies, Inc.
INCREASED31,37029,218+2,152+7%$1.9M$1.9M-$9.8K2026-10-29
Farther Finance Advisors, LLC
INCREASED31,33729,352+1,985+7%$2.0M$1.9M-$20.7K2026-10-08
Wealthcare Capital Partners, LLC
DECREASED30,75431,994-1,240-4%$2.1M$1.9M-$232.2K2026-10-21
HB Wealth Management, LLC
INCREASED30,3289,985+20,343+204%$663.5K$1.9M+$1.2M2026-10-23
Kohmann Bosshard Financial Services, LLC
DECREASED30,12230,337-215-1%$2.0M$1.9M-$161.0K2026-11-04
Tenet Wealth Partners, LLC
DECREASED27,77429,632-1,858-6%$2.1M$1.7M-$348.5K2026-10-19
Matthew Goff Investment Advisor, LLC
INCREASED26,01025,909+101+0%$1.7M$1.6M-$119.9K2026-10-13
Advisory Solutions Group, LLC
NEW24,278—+24,278——$1.5M—2026-10-14
Prospect Financial Group LLC
DECREASED23,43126,936-3,505-13%$1.8M$1.4M-$347.0K2026-11-05
Shum Financial Group, Inc.
DECREASED22,08022,124-440%$1.5M$1.4M-$110.5K2026-10-13
SigFig Wealth Management, LLC
DECREASED20,61021,243-633-3%$1.4M$1.3M-$166.1K2026-10-07
Ignite Planners, LLC
NEW20,367—+20,367——$1.3M—2026-10-14
HBW Advisory Services LLC
DECREASED20,30021,336-1,036-5%$1.4M$1.3M-$167.7K2026-10-15
Intergy Private Wealth, LLC
INCREASED20,00319,326+677+4%$1.3M$1.2M-$52.4K2026-10-16
MMA Asset Management LLC
INCREASED19,59918,780+819+4%$1.2M$1.2M-$41.0K2026-11-02
Nolet Wealth Management, LLC
INCREASED19,19619,036+160+1%$1.3M$1.2M-$82.9K2026-10-15
River Street Advisors LLC
INCREASED18,89118,279+612+3%$1.2M$1.2M-$51.3K2026-10-22
Peterson Wealth Advisors, LLC
DECREASED18,46918,581-112-1%$1.2M$1.1M-$97.4K2026-10-08
Quest 10 Wealth Builders, Inc.
DECREASED17,67717,714-370%$1.2M$1.1M-$61.3K2026-11-02
American State Bank (Iowa)
DECREASED17,42319,224-1,801-9%$1.3M$1.1M-$204.5K2026-11-03
Capital Investment Advisors, LLC
NEW17,405—+17,405——$1.1M—2026-10-22
Ellis Investment Partners, LLC
INCREASED17,05016,949+101+1%$1.1M$1.0M-$76.3K2026-10-21
Inman Jager Wealth Management, LLC
INCREASED16,90116,859+42+0%$1.1M$1.0M-$79.5K2026-11-05
Kestra Investment Management, LLC
DECREASED16,78419,996-3,212-16%$1.3M$1.0M-$294.9K2026-11-04
Ridgewood Investments LLC
INCREASED15,94212,301+3,641+30%$817.4K$981.7K+$164.3K2026-10-05
Telos Capital Management, Inc.
NEW15,592—+15,592——$960.2K—2026-11-02
Nautilus Advisors LLC
INCREASED15,20114,246+955+7%$950.9K$936.1K-$14.9K2026-10-07
Sheets Smith Wealth Management
INCREASED15,19111,456+3,735+33%$761.3K$935.5K+$174.2K2026-10-16
1834 Investment Advisors Co
UNCHANGED14,87814,87800%$988.6K$916.2K-$72.5K2026-10-16
Range Financial Group LLC
DECREASED14,66715,001-334-2%$996.8K$903.2K-$93.6K2026-10-21
Moisand Fitzgerald Tamayo, LLC
DECREASED14,46914,599-130-1%$970.1K$891.0K-$79.1K2026-10-15
Gilpin Wealth Management, LLC
DECREASED14,25514,645-390-3%$973.2K$877.8K-$95.3K2026-10-09
Independent Wealth Network Inc.
DECREASED14,18215,431-1,249-8%$1.0M$873.3K-$152.0K2026-10-19
Diversify Advisory Services, LLC
INCREASED14,06810,304+3,764+37%$715.9K$872.9K+$157.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED14,06810,304+3,764+37%$715.9K$872.9K+$157.0K2026-10-20
Wilkins Miller Wealth Management, LLC
DECREASED13,88114,005-124-1%$930.7K$854.8K-$75.9K2026-10-13
Global Strategic Investment Solutions, LLC
INCREASED13,77413,757+17+0%$914.1K$848.2K-$65.9K2026-10-16
J2 Capital Management Inc
INCREASED12,87212,370+502+4%$822.0K$792.7K-$29.3K2026-10-19
Advocate Investing Services LLC
UNCHANGED12,70012,70000%$843.9K$782.1K-$61.8K2026-10-26
Certified Advisory Corp
NEW12,477—+12,477——$768.3K—2026-10-29
Brighton Jones LLC
INCREASED12,15611,052+1,104+10%$734.4K$748.6K+$14.2K2026-11-03
Wrenne Financial Planning LLC
INCREASED11,52010,956+564+5%$728.0K$709.5K-$18.5K2026-10-30
Trademark Financial Management, LLC
INCREASED11,34110,195+1,146+11%$677.5K$698.4K+$20.9K2026-10-23
Insight Advisors, LLC/ PA
INCREASED11,21011,060+150+1%$734.9K$690.3K-$44.6K2026-10-22
Parkside Financial Bank & Trust
INCREASED11,16311,131+32+0%$739.7K$687.4K-$52.3K2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED11,11710,756+361+3%$714.7K$684.6K-$30.2K2026-10-16
Amicus Financial Advisors, LLC
DECREASED11,08311,208-125-1%$744.8K$682.5K-$62.3K2026-11-03
Canandaigua National Trust Co of Florida
NEW11,046—+11,046——$680.2K—2026-10-07
Presilium Private Wealth, LLC
DECREASED10,73510,928-193-2%$726.2K$661.1K-$65.1K2026-10-26
RHS Financial, LLC
DECREASED10,56213,989-3,427-24%$929.6K$650.4K-$279.2K2026-10-13
Kagan Cocozza Asset Management
DECREASED10,53715,576-5,039-32%$1.0M$648.9K-$386.2K2026-10-19
Heck Capital Advisors, LLC
INCREASED9,6809,631+49+1%$640.0K$596.1K-$43.9K2026-10-14
Park Avenue Securities LLC
INCREASED9,6418,848+793+9%$588.0K$594-$587.4K2026-10-26
Landmark Wealth Management, LLC
INCREASED9,3108,372+938+11%$556.3K$573.3K+$17.0K2026-11-03
Garde Capital, Inc.
DECREASED9,19710,330-1,133-11%$686.4K$566.4K-$120.1K2026-10-29
Independent Financial Group, LLC
DECREASED9,1399,355-216-2%$621.6K$562.8K-$58.8K2026-10-13
AWM Capital, LLC
DECREASED9,06911,107-2,038-18%$738.1K$558.5K-$179.6K2026-10-16
HF Advisory Group, LLC
DECREASED8,9489,260-312-3%$615.4K$551.0K-$64.3K2026-10-09
Summit Financial Consulting LLC
INCREASED8,6598,354+305+4%$555.1K$533.2K-$21.9K2026-10-15
MBL Wealth, LLC
UNCHANGED8,3328,33200%$553.7K$513.1K-$40.6K2026-10-22
RDA Financial Network
INCREASED8,1255,893+2,232+38%$391.6K$500.3K+$108.8K2026-10-15
Quad-Cities Investment Group, LLC
INCREASED7,7087,480+228+3%$497.0K$474.6K-$22.4K2026-10-16
Wealthcare Capital Management LLC
DECREASED7,5399,102-1,563-17%$604.8K$464.3K-$140.6K2026-10-21
First Command Advisory Services, Inc.
INCREASED7,470725+6,745+930%$48.2K$460.0K+$411.8K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED7,3126,710+602+9%$445.9K$450.3K+$4.4K2026-10-30
Parallel Advisors, LLC
UNCHANGED7,3087,30800%$485.6K$450.0K-$35.6K2026-11-03
MidAtlantic Capital Management, Inc.
UNCHANGED6,9266,92600%$460.2K$426.5K-$33.7K2026-11-05
Arkansas Financial Group, Inc.
INCREASED6,8936,713+180+3%$446.1K$424.5K-$21.6K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED6,8617,516-655-9%$499.5K$422.5K-$76.9K2026-10-16
Upper Left Wealth Management, LLC
UNCHANGED6,8566,85600%$455.6K$422.2K-$33.4K2026-10-14
MBE Wealth Management, LLC
DECREASED6,6587,851-1,193-15%$521.7K$410.0K-$111.7K2026-10-26
Fingerlakes Wealth Management, Inc.
INCREASED6,2535,573+680+12%$370.3K$385.0K+$14.7K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED6,1836,144+39+1%$408.2K$380.8K-$27.5K2026-10-23
Krane Financial Solutions LLC
INCREASED6,0866,041+45+1%$401.4K$374.8K-$26.6K2026-10-30
RVW Wealth, LLC
UNCHANGED5,7175,71700%$379.9K$352.1K-$27.8K2026-10-06
Truist Financial Corp
DECREASED5,6835,959-276-5%$396.0K$350.0K-$46.0K2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED5,6615,706-45-1%$379.2K$348.6K-$30.6K2026-10-13
Forte Asset Management LLC
DECREASED5,5305,695-165-3%$378.4K$340.5K-$37.9K2026-10-13
Redw Wealth LLC
INCREASED5,5255,523+2+0%$367.0K$340.2K-$26.8K2026-11-02
Destiny Capital Corp
DECREASED5,3646,095-731-12%$405.0K$330.3K-$74.7K2026-11-03
Daiwa Securities Group Inc.
INCREASED5,3585,115+243+5%$339.9K$329.9K-$9.9K2026-10-29
YHB Investment Advisors, Inc.
DECREASED5,2065,605-399-7%$372.5K$320.6K-$51.9K2026-10-08
Redwood Financial Network Corp
DECREASED5,0695,175-106-2%$343.9K$312.2K-$31.7K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED4,9795,706-727-13%$379.2K$306.6K-$72.6K2026-11-03
CGN Advisors LLC
DECREASED4,8905,433-543-10%$361.0K$301.1K-$59.9K2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED4,8875,085-198-4%$338.0K$301.0K-$37.0K2026-10-29
United Advisor Group, LLC
INCREASED4,8754,872+3+0%$323.7K$300.2K-$23.5K2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
DECREASED4,8014,851-50-1%$322.3K$295.6K-$26.7K2026-10-13
Ritholtz Wealth Management
UNCHANGED4,8014,80100%$319.0K$295.6K-$23.4K2026-11-05
Finley Financial, LLC
UNCHANGED4,7804,78000%$317.6K$292.9K-$24.8K2026-10-28
Platform Technology Partners
INCREASED4,6864,307+379+9%$286.2K$288.6K+$2.4K2026-11-02
D.A. Davidson & Co.
INCREASED4,6853,989+696+17%$265.1K$288.5K+$23.4K2026-10-28
PDS Planning, Inc
INCREASED4,6214,429+192+4%$294.3K$284.6K-$9.7K2026-11-03
NWF Advisory Services Inc.
UNCHANGED4,5984,59800%$305.5K$283.1K-$22.4K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
NEW4,591—+4,591——$282.7K—2026-10-28
Flagship Harbor Advisors, LLC
INCREASED4,3843,806+578+15%$252.9K$269.9K+$17.1K2026-10-26
International Assets Investment Management, LLC
INCREASED4,2604,259+1+0%$283.7K$261.0K-$22.6K2026-11-02
Silverlake Wealth Management LLC
INCREASED4,0934,067+26+1%$270.3K$252.0K-$18.2K2026-10-21
Aletheian Wealth Advisors LLC
UNCHANGED4,0474,04700%$268.9K$249.2K-$19.7K2026-10-08
Epiq Partners, LLC
INCREASED4,0254,022+3+0%$267.3K$247.9K-$19.4K2026-10-07
Independent Wealth Advisors LLC
NEW4,003—+4,003——$246.5K—2026-10-27
IVC Wealth Advisors LLC
INCREASED3,9633,875+88+2%$257.5K$244.0K-$13.5K2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED3,8723,851+21+1%$255.9K$238.4K-$17.5K2026-10-16
Iron Financial LLC
INCREASED3,8363,809+27+1%$253.1K$236.2K-$16.9K2026-10-23
Greenleaf Trust
NEW3,808—+3,808——$234.5K—2026-10-29
SAX Wealth Advisors, LLC
UNCHANGED3,7673,76700%$223.0K$232.0K+$9.0K2026-10-13
FSA Investment Group, LLC
INCREASED3,7543,291+463+14%$218.7K$231.2K+$12.5K2026-10-07
HCR Wealth Advisors
INCREASED3,7383,210+528+16%$213.3K$230.2K+$16.9K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED3,6973,69700%$245.7K$227.7K-$18.0K2026-10-23
Braun-Bostich & Associates Inc.
INCREASED3,6933,473+220+6%$230.8K$227.4K-$3.4K2026-10-20
Prosperity Financial Group, Inc.
DECREASED3,6774,396-719-16%$292.1K$226.4K-$65.7K2026-10-29
Sharper & Granite LLC
UNCHANGED3,6753,67500%$244.2K$217.5K-$26.7K2026-11-02
Synergy Asset Management, LLC
INCREASED3,6573,334+323+10%$221.5K$225.2K+$3.7K2026-11-05
Values Added Financial LLC
DECREASED3,4183,660-242-7%$243.2K$210.5K-$32.7K2026-10-28
StoneX Group Inc.
NEW3,328—+3,328——$204.9K—2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED3,2005,100-1,900-37%$339.0K$197-$338.8K2026-10-22
Bangor Savings Bank
UNCHANGED3,1703,17000%$210.6K$195.2K-$15.4K2026-10-06
AlphaCore Capital LLC
UNCHANGED2,7262,72600%$181.1K$167.9K-$13.3K2026-11-04
Biltmore Family Office, LLC
UNCHANGED2,3062,30600%$153.2K$142.0K-$11.2K2026-11-03
IFP Advisors, Inc
DECREASED2,13516,375-14,240-87%$1.1M$131.5K-$956.6K2026-10-16
Asset Dedication, LLC
UNCHANGED1,9971,99700%$132.7K$123.0K-$9.7K2026-11-03
TD Waterhouse Canada Inc.
DECREASED1,91129,024-27,113-93%$1.9M$117.2K-$1.8M2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED1,7361,73600%$115.4K$106.9K-$8.5K2026-10-15
Old Second National Bank of Aurora
DECREASED1,5391,629-90-6%$108.2K$94.8K-$13.5K2026-10-22
Blue Trust, Inc.
NEW1,364—+1,364——$84.0K—2026-10-15
Edgemoor Investment Advisors, Inc.
NEW1,350—+1,350——$83.1K—2026-11-03
Financial Perspectives, Inc
INCREASED1,3371,327+10+1%$88.2K$82.3K-$5.9K2026-11-03
TD Private Client Wealth LLC
INCREASED1,2131,173+40+3%$77.9K$74.7K-$3.2K2026-10-28
Latitude Advisors, LLC
NEW1,126—+1,126——$69.3K—2026-10-27
First Horizon Corp
UNCHANGED92892800%$61.7K$57.1K-$4.5K2026-10-26
Fairscale Capital, LLC
UNCHANGED90690600%$60.2K$57.8K-$2.4K2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED90090000%$59.8K$55.4K-$4.4K2026-10-16
Central Trust Co
INCREASED807716+91+13%$47.6K$49.7K+$2.1K2026-11-05
Cape Investment Advisory, Inc.
INCREASED736732+4+1%$48.6K$45.3K-$3.3K2026-10-13
Archer Investment Corp
UNCHANGED69269200%$46.0K$42.6K-$3.4K2026-11-05
Signaturefd, LLC
INCREASED644643+1+0%$42.7K$39.7K-$3.0K2026-10-23
Private Trust Co NA
UNCHANGED59359300%$39.4K$36.5K-$2.9K2026-10-20
Larson Financial Group LLC
INCREASED546189+357+189%$12.6K$33.6K+$21.1K2026-11-05
Root Financial Partners, LLC
NEW496—+496——$30.5K—2026-10-21
Colony Family Offices, LLC
NEW362—+362——$22.3K—2026-10-22
Armstrong Advisory Group, Inc
NEW354—+354——$21.8K—2026-10-09
Hilton Head Capital Partners, LLC
INCREASED353350+3+1%$23.3K$21.7K-$1.5K2026-10-23
SBK Financial, Inc.
UNCHANGED34834800%$23.1K$21.4K-$1.7K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED33562+273+440%$4.2K$20.5K+$16.4K2026-11-04
Assetmark, Inc
INCREASED331306+25+8%$20.3K$20.4K+$492026-10-21
Investors Research Corp
UNCHANGED33133100%$22.0K$20.4K-$1.6K2026-10-07
CGC Financial Services, LLC
UNCHANGED31031000%$20.6K$19.1K-$1.5K2026-10-13
Hanson & Doremus Investment Management
UNCHANGED30030000%$20.0K$18-$20.0K2026-10-16
Essential Partners LLC
UNCHANGED29629600%$19.7K$18.2K-$1.4K2026-10-14
Legacy Bridge, LLC
UNCHANGED29129100%$19.3K$17.9K-$1.4K2026-10-28
Madden Securities Corp
NEW256—+256——$15.8K—2026-10-27
Catherine Avery Investment Management LLC
UNCHANGED23923900%$15.9K$14.7K-$1.2K2026-10-14
North Star Investment Management Corp.
INCREASED219218+1+0%$14.5K$13.5K-$9602026-10-27
Abound Wealth Management
INCREASED21111+200+1818%$731$13.0K+$12.3K2026-10-26
Tompkins Financial Corp
UNCHANGED21021000%$14.0K$12.9K-$1.0K2026-10-05
CX Institutional
INCREASED206196+10+5%$13$13$02026-10-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED20020000%$13.3K$12.3K-$9742026-10-07
Lanark Financial, Inc.
INCREASED197100+97+97%$6.6K$12.1K+$5.5K2026-10-26
Mather Group, Llc.
UNCHANGED18118100%$12.0K$11.1K-$8812026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED16516500%$11.0K$10.2K-$8032026-10-16
Capital Investment Advisory Services, LLC
INCREASED159158+1+1%$10.5K$9.8K-$6742026-10-30
Independence Bank of Kentucky
NEW151—+151——$9.3K—2026-10-26
Ascentis Wealth Management, LLC
NEW132—+132——$8.1K—2026-11-03
Provenance Wealth Advisors, LLC
NEW107—+107——$6.6K—2026-10-30
Golden State Wealth Management, LLC
UNCHANGED989800%$6.5K$6.1K-$4332026-11-02
Cherry Tree Wealth Management, LLC
NEW96—+96——$5.9K—2026-10-15
High Note Wealth, LLC
UNCHANGED969600%$6.4K$5.9K-$4672026-10-27
James T. Borello RIA
NEW94—+94——$5.8K—2026-10-16
Downshift Financial, LLC
INCREASED8483+1+1%$5.5K$5.2K-$3682026-10-13
Breakwater Investment Management
UNCHANGED808000%$5.3K$4.9K-$3892026-10-20
Salomon & Ludwin, LLC
UNCHANGED585800%$3.9K$3.6K-$2912026-10-29
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED484800%$3.2K$3.0K-$2342026-10-07
Valued Wealth Advisors LLC
UNCHANGED414100%$2.7K$2.5K-$2002026-11-05
Nova Financial LLC
NEW17—+17——$1.0K—2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED9900%$611$570-$412026-10-28
MV Capital Management, Inc.
UNCHANGED8800%$532$493-$392026-10-29
Compass Financial Management LLC
DECREASED41,168-1,164-100%$77.8K$246-$77.6K2026-10-30
Bear Mountain Capital, Inc.
UNCHANGED4400%$269$249-$202026-11-04
Hughes Financial Services, LLC
UNCHANGED2200%$133$128-$52026-10-30
Chilton Capital Management LLC
NEW1—+1——$62—2026-10-28
Citigroup Inc
DECREASED1415-414-100%$27.6K$62-$27.5K2026-11-04
SMI Advisory Services, LLC
CLOSED0377,626-377,626-100%$25.3M$0-$25.3M2026-10-13
Gimbal Financial
CLOSED0153,565-153,565-100%$10.2M$0-$10.2M2026-10-19
Frontier Asset Management, LLC
CLOSED028,093-28,093-100%$1.9M$0-$1.9M2026-10-28
Beam Wealth Advisors, Inc.
CLOSED010,888-10,888-100%$723.5K$0-$723.5K2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED05,550-5,550-100%$368.8K$0-$368.8K2026-10-16
Bailard, Inc.
CLOSED03,237-3,237-100%$215.1K$0-$215.1K2026-10-13
Anchor Capital Advisors LLC
CLOSED03,223-3,223-100%$214.2K$0-$214.2K2026-11-05
E6 Portfolios, LLC
CLOSED03,054-3,054-100%$202.9K$0-$202.9K2026-10-26
Veracity Capital LLC
CLOSED03,038-3,038-100%$201.9K$0-$201.9K2026-10-08
Symphony Financial, Ltd. Co.
CLOSED02,988-2,988-100%$201.9K$0-$201.9K2026-10-22
AdvisorNet Financial, Inc
CLOSED0861-861-100%$57.2K$0-$57.2K2026-10-15
Robinswood Financial LLC
CLOSED0480-480-100%$31.9K$0-$31.9K2026-10-20
Brooklyn FI, LLC
CLOSED0336-336-100%$23.0K$0-$23.0K2026-11-05
MCF Advisors LLC
CLOSED0118-118-100%$7.9K$0-$7.9K2026-10-28
Realta Investment Advisors
CLOSED0107-107-100%$7.1K$0-$7.1K2026-10-14
Key FInancial Inc
CLOSED02-2-100%$133$0-$1332026-11-02
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Price T Rowe Associates Inc
N/A—4,802,136-4,802,136-100%$319.1M———
BlackRock, Inc.
N/A—4,607,024-4,607,024-100%$306.1M———
Bank of America Corp
N/A—2,214,451-2,214,451-100%$147.2M———
Glenmede Trust Co NA
N/A—1,938,379-1,938,379-100%$128.8M———
Northwestern Mutual Wealth Management Co
N/A—1,919,207-1,919,207-100%$127.5M———
LPL Financial LLC
N/A—1,757,195-1,757,195-100%$116.8M———
Savant Capital, LLC
N/A—950,667-950,667-100%$63.2M———
Cerity Partners LLC
N/A—940,273-940,273-100%$62.5M———
Morgan Stanley
N/A—852,214-852,214-100%$56.6M———
Disciplina Capital Management LLC
N/A—782,526-782,526-100%$52.0M———
HighTower Advisors, LLC
N/A—576,946-576,946-100%$38.3M———
Neuberger Berman Group LLC
N/A—376,313-376,313-100%$25.0M———
Stephens Inc
N/A—356,379-356,379-100%$23.7M———
Sumitomo Life Insurance Co
N/A—355,500-355,500-100%$23.6M———
Fi3 Financial Advisors, LLC
N/A—311,720-311,720-100%$46.2M———
Fiducient Advisors LLC
N/A—306,909-306,909-100%$20.4M———
Osaic Holdings, Inc.
N/A—292,646-292,646-100%$19.4M———
Stadion Money Management, LLC
N/A—279,251-279,251-100%$18.6M———
Pure Financial Advisors, LLC
N/A—278,505-278,505-100%$18.5M———
Captrust Financial Advisors
N/A—273,818-273,818-100%$18.2M———
Rockbridge Investment Management, LCC
N/A—272,169-272,169-100%$18.1M———
UBS Group AG
N/A—269,733-269,733-100%$17.9M———
Pgim Custom Harvest LLC
N/A—259,281-259,281-100%$17.2M———
Cetera Investment Advisers
N/A—257,149-257,149-100%$17.1M———
HighPoint Advisor Group LLC
N/A—249,669-249,669-100%$16.6M———
Goldman Sachs Group Inc
N/A—243,424-243,424-100%$16.2M———
Earned Wealth Advisors, LLC
N/A—194,590-194,590-100%$12.9M———
Royal Bank of Canada
N/A—173,302-173,302-100%$11.5M———
Smartleaf Asset Management LLC
N/A—171,701-171,701-100%$11.6M———
O'shaughnessy Asset Management, LLC
N/A—170,628-170,628-100%$11.3M———
Focus Partners Wealth
N/A—164,291-164,291-100%$10.9M———
JPMorgan Chase & Co
N/A—162,212-162,212-100%$11.0M———
Ameriprise Financial Inc
N/A—161,724-161,724-100%$10.7M———
Envestnet Asset Management Inc
N/A—155,021-155,021-100%$10.3M———
TPG Financial Advisors, LLC
N/A—123,227-123,227-100%$8.2M———
Rialto Wealth Management, LLC
N/A—116,234-116,234-100%$7.7M———
Legacy Financial Group LLC
N/A—109,467-109,467-100%$7.3M———
Mariner, LLC
N/A—108,528-108,528-100%$7.2M———
Rockefeller Capital Management L.P.
N/A—101,325-101,325-100%$6.7M———
Jones Financial Companies Lllp
N/A—94,706-94,706-100%$6.4M———
Commerce Bank
N/A—75,696-75,696-100%$5.0M———
Naviter Wealth, LLC
N/A—70,349-70,349-100%$4.7M———
Two Sigma Investments, LP
N/A—67,800-67,800-100%$4.5M———
Wells Fargo & Company
N/A—64,160-64,160-100%$4.3M———
Waverly Advisors, LLC
N/A—63,069-63,069-100%$4.2M———
Millington Financial Advisors, LLC
N/A—62,738-62,738-100%$4.3M———
Nissay Asset Management Corp N
N/A—62,393-62,393-100%$4.1M———
Raymond James Financial Inc
N/A—61,568-61,568-100%$4.1M———
Arax Advisory Partners
N/A—57,296-57,296-100%$3.8M———
Roble, Belko & Company, Inc
N/A—56,493-56,493-100%$3.8M———
D. E. Shaw & Co., Inc.
N/A—54,301-54,301-100%$3.6M———
Stamos Capital Partners, L.P.
N/A—53,836-53,836-100%$3.6M———
Es4, LLC
N/A—49,011-49,011-100%$3.3M———
Pathstone Holdings, LLC
N/A—47,934-47,934-100%$3.2M———
Modern Wealth Management, LLC
N/A—47,713-47,713-100%$3.2M———
MML Investors Services, LLC
N/A—46,358-46,358-100%$3.1M———
Renaissance Technologies LLC
N/A—46,219-46,219-100%$3.1M———
WealthTrak Capital Management LLC
N/A—45,230-45,230-100%$3.0M———
Dogwood Wealth Management LLC
N/A—42,890-42,890-100%$2.9M———
Prosperity Bancshares Inc
N/A—40,915-40,915-100%$2.7M———
Focus Partners Advisor Solutions, LLC
N/A—40,796-40,796-100%$2.7M———
Comprehensive Money Management Services LLC
N/A—38,419-38,419-100%$2.6M———
Wealth Alliance, LLC
N/A—37,677-37,677-100%$2.5M———
Baird Financial Group, Inc.
N/A—36,556-36,556-100%$2.4M———
Susquehanna International Group, LLP
N/A—34,001-34,001-100%$2.3M———
Integrated Wealthcare, LLC
N/A—33,125-33,125-100%$2.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—31,785-31,785-100%$2.1M———
Cahill Financial Advisors Inc
N/A—31,562-31,562-100%$2.1M———
Alpha Financial Partners LLC
N/A—30,563-30,563-100%$2.0M———
State Street Corp
N/A—30,500-30,500-100%$2.0M———
CarsonAllaria Wealth Management, Ltd.
N/A—29,461-29,461-100%$2.0M———
Arkadios Wealth Advisors
N/A—29,171-29,171-100%$1.9M———
IFG Advisory, LLC
N/A—28,599-28,599-100%$1.9M———
Forefront Wealth Partners, LLC
N/A—27,155-27,155-100%$1.8M———
Cascade Wealth Advisors, Inc
N/A—26,577-26,577-100%$1.8M———
Alongside, LLC
N/A—25,507-25,507-100%$1.7M———
49 Wealth Management, LLC
N/A—25,507-25,507-100%$1.7M———
&partners
N/A—24,865-24,865-100%$1.7M———
Coastal Bridge Advisors, LLC
N/A—23,826-23,826-100%$1.6M———
Mercer Global Advisors Inc
N/A—23,768-23,768-100%$1.6M———
Orion Porfolio Solutions, LLC
N/A—22,688-22,688-100%$1.5M———
Moneta Group Investment Advisors LLC
N/A—22,662-22,662-100%$1.5M———
Allworth Financial LP
N/A—22,250-22,250-100%$1.5M———
Securian Asset Management, Inc
N/A—21,853-21,853-100%$1.5M———
National Philanthropic Trust
N/A—21,561-21,561-100%$1.4M———
Hollencrest Capital Management
N/A—21,561-21,561-100%$1.4M———
Quantinno Capital Management LP
N/A—20,020-20,020-100%$1.3M———
Tyche Wealth Partners LLC
N/A—19,790-19,790-100%$1.3M———
Geneos Wealth Management Inc.
N/A—18,600-18,600-100%$1.2M———
Ellenbecker Investment Group
N/A—18,594-18,594-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—18,593-18,593-100%$1.2M———
Walter & Keenan Wealth Management LLC
N/A—17,753-17,753-100%$1.2M———
Wealthspire Retirement, LLC
N/A—17,380-17,380-100%$1.2M———
Thompson David Blair
N/A—17,375-17,375-100%$1.2M———
Aureus Asset Management, LLC
N/A—16,434-16,434-100%$1.1M———
Integrated Investment Consultants, LLC
N/A—15,969-15,969-100%$1.1M———
Strategic Financial Planning, Inc.
N/A—15,829-15,829-100%$1.1M———
AQR Capital Management LLC
N/A—15,425-15,425-100%$1.0M———
FMR LLC
N/A—14,411-14,411-100%$957.6K———
Stifel Financial Corp
N/A—13,445-13,445-100%$893.4K———
AE Wealth Management LLC
N/A—13,157-13,157-100%$874.3K———
Brown Advisory Inc
N/A—13,019-13,019-100%$865.1K———
Gladstone Institutional Advisory LLC
N/A—12,624-12,624-100%$838.9K———
WealthCollab, LLC
N/A—12,131-12,131-100%$806.1K———
Banque Cantonale Vaudoise
N/A—12,057-12,057-100%$801.0K———
NewEdge Advisors, LLC
N/A—11,819-11,819-100%$785.4K———
Summitpoint Capital Management
N/A—11,155-11,155-100%$741.3K———
Principal Securities, Inc.
N/A—11,083-11,083-100%$736.5K———
1832 Asset Management L.P.
N/A—11,016-11,016-100%$732.0K———
Darden Wealth Group Inc
N/A—10,800-10,800-100%$717.7K———
Point72 Asset Management, L.P.
N/A—10,730-10,730-100%$713.0K———
EP Wealth Advisors, LLC
N/A—10,316-10,316-100%$685.5K———
MAI Capital Management
N/A—10,011-10,011-100%$665.2K———
Parkwoods Wealth Partners, LLC
N/A—9,983-9,983-100%$663.4K———
Wealthspire Advisors, LLC
N/A—9,462-9,462-100%$628.8K———
Private Advisor Group, LLC
N/A—9,209-9,209-100%$611.9K———
Cary Street Partners Financial LLC
N/A—8,494-8,494-100%$564.4K———
Coldstream Capital Management Inc
N/A—8,297-8,297-100%$551.3K———
Betterment LLC
N/A—8,288-8,288-100%$551.0K———
Prairieview Wealth Partners, LLC
N/A—8,238-8,238-100%$547.4K———
Nwam LLC
N/A—8,212-8,212-100%$545.7K———
Westbourne Investments, Inc.
N/A—8,050-8,050-100%$534.9K———
IEQ Capital, LLC
N/A—8,049-8,049-100%$534.9K———
Mutual Advisors, LLC
N/A—7,989-7,989-100%$530.9K———
FourThought Financial Partners, LLC
N/A—7,783-7,783-100%$517.2K———
Sanctuary Advisors, LLC
N/A—7,733-7,733-100%$513.8K———
Allstate Corp
N/A—7,712-7,712-100%$512.5K———
Cresset Asset Management, LLC
N/A—7,400-7,400-100%$491.8K———
Composition Wealth, LLC
N/A—7,385-7,385-100%$490.7K———
Janney Montgomery Scott LLC
N/A—6,803-6,803-100%$452.0K———
Seaside Wealth Management, Inc.
N/A—6,748-6,748-100%$448.4K———
Johnson Investment Counsel Inc
N/A—6,728-6,728-100%$447.1K———
Verity Wealth Advisors
N/A—5,996-5,996-100%$398.4K———
Klingenstein Fields & Co LP
N/A—5,867-5,867-100%$389.9K———
OneAscent Financial Services LLC
N/A—5,460-5,460-100%$362.8K———
Hexagon Capital Partners LLC
N/A—4,994-4,994-100%$331.9K———
Tidemark, LLC
N/A—4,926-4,926-100%$327.3K———
GWN Securities Inc.
N/A—4,576-4,576-100%$304.1K———
NewEdge Wealth, LLC
N/A—4,151-4,151-100%$275.8K———
Capstone Financial Advisors, Inc.
N/A—4,148-4,148-100%$275.7K———
Global Retirement Partners, LLC
N/A—4,134-4,134-100%$274.7K———
Sequoia Financial Advisors, LLC
N/A—4,091-4,091-100%$271.9K———
Cardiff Park Advisors, LLC
N/A—4,049-4,049-100%$269.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—4,018-4,018-100%$267.0K———
Olde Wealth Management, LLC
N/A—4,010-4,010-100%$266.0K———
Goodwin Investment Advisory
N/A—3,921-3,921-100%$260.6K———
Roundview Capital LLC
N/A—3,597-3,597-100%$239.0K———
Capital Analysts, LLC
N/A—3,583-3,583-100%$238.0K———
Tortoise Investment Management, LLC
N/A—3,555-3,555-100%$236.2K———
Westfuller Advisors, LLC
N/A—3,538-3,538-100%$235.1K———
LGL Partners, LLC
N/A—3,447-3,447-100%$229.1K———
Trivium Point Advisory, LLC
N/A—3,385-3,385-100%$224.9K———
PNC Financial Services Group, Inc.
N/A—3,312-3,312-100%$220.1K———
DV Trading LLC
N/A—3,300-3,300-100%$219.3K———
Advisory Alpha, LLC
N/A—3,295-3,295-100%$219.0K———
CIBC Bancorp USA Inc.
N/A—3,198-3,198-100%$212.5K———
Members Trust Co
N/A—3,115-3,115-100%$207.0K———
Vawter Financial, Ltd.
N/A—3,092-3,092-100%$205.5K———
Qube Research & Technologies Ltd
N/A—2,987-2,987-100%$198.5K———
Atlas Capital Advisors Inc.
N/A—1,700-1,700-100%$113.0K———
Russell Investments Group, Ltd.
N/A—1,677-1,677-100%$111.5K———
Aptus Capital Advisors, LLC
N/A—1,646-1,646-100%$109.4K———
Steigerwald, Gordon & Koch Inc.
N/A—1,550-1,550-100%$103.0K———
Bank of Montreal
N/A—1,469-1,469-100%$97.6K———
Raffa Wealth Management, LLC
N/A—1,385-1,385-100%$92.0K———
Copia Wealth Management
N/A—1,247-1,247-100%$82.9K———
Federation des caisses Desjardins du Quebec
N/A—1,238-1,238-100%$82.3K———
Harbour Investments, Inc.
N/A—1,203-1,203-100%$79.9K———
Summit Wealth Group, LLC
N/A—1,113-1,113-100%$74.0K———
UMB Bank, n.a.
N/A—900-900-100%$59.8K———
PlanVest Financial, Inc
N/A—858-858-100%$57.0K———
SHP Wealth Management
N/A—823-823-100%$54.7K———
Synergy Investment Management, LLC
N/A—809-809-100%$53.8K———
Steward Partners Investment Advisory, LLC
N/A—742-742-100%$49.3K———
GeoWealth Management, LLC
N/A—738-738-100%$49.0K———
Brown Brothers Harriman & Co
N/A—709-709-100%$47.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—661-661-100%$43.9K———
Meramec Financial Planners, LLC
N/A—579-579-100%$40.3K———
Smithfield Trust Co
N/A—521-521-100%$35———
UBS Asset Management Americas LLC
N/A—484-484-100%$32.2K———
Continuum Advisory, LLC
N/A—372-372-100%$24.7K———
Truvestments Capital LLC
N/A—353-353-100%$23.5K———
Miller Capital Partners, Inc.
N/A—350-350-100%$23.3K———
Dunhill Financial, LLC
N/A—314-314-100%$20.9K———
Hantz Financial Services, Inc.
N/A—275-275-100%$18———
Colonial Trust Co / SC
N/A—237-237-100%$15.7K———
Vanguard National Trust Co
N/A—209-209-100%$13.9K———
Caitlin John, LLC
N/A—139-139-100%$9.2K———
Godfrey Financial Associates, Inc.
N/A—106-106-100%$7.0K———
Ancora Advisors LLCA
N/A—100-100-100%$6.6K———
Strive Financial Group,LLC
N/A—93-93-100%$6.2K———
Fiduciary Financial Advisors
N/A—90-90-100%$6.0K———
Oakmont Advisory Group, LLC
N/A—84-84-100%$5.6K———
Quantum Portfolio Management LLC
N/A—82-82-100%$5.4K———
Index Technologies Group LLC
N/A—82-82-100%$5.4K———
IAG Wealth Partners, LLC
N/A—75-75-100%$5.0K———
Strategic Wealth Partners, Ltd.
N/A—49-49-100%$3.3K———
Glen Eagle Advisors, LLC
N/A—47-47-100%$3.1K———
Paladin Advisory Group, LLC
N/A—2-2-100%$133———
Huntington National Bank
N/A—1-1-100%$66———
Showing 472 of 472 institutions