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Ishares ESG Msci KLD 400 ETF (DSI)

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
Shares1,169,928 from 1,193,065
Change-23,137 (-2%)
Value$171.0M (+$1.1M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares211,296 from 227,210
Change-15,914 (-7%)
Value$30.9M (-$1.5M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares207,131 from 210,927
Change-3,796 (-2%)
Value$30.3M (+$244.6K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares167,532 from 163,472
Change+4,060 (+2%)
Value$24.5K (-$23.3M)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares156,840 from 157,186
Change-346 (0%)
Value$22.9M (+$545.2K)
Filed 2026-10-30
Gemmer Asset Management LLC
DECREASED
Shares137,567 from 139,453
Change-1,886 (-1%)
Value$20.1M (+$252.8K)
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares128,700 from 128,700
Change0 (0%)
Value$18.8M (+$487.8K)
Filed 2026-10-22
Thrivent Financial for Lutherans
DECREASED
Shares88,009 from 93,250
Change-5,241 (-6%)
Value$12.9M (-$360.0K)
Filed 2026-11-05
Mascoma Wealth Management LLC
INCREASED
Shares82,200 from 76,421
Change+5,779 (+8%)
Value$12.0M (+$1.1M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares67,718 from 66,537
Change+1,181 (+2%)
Value$9.9K (-$9.5M)
Filed 2026-11-02
Sofi Wealth, LLC
INCREASED
Shares59,542 from 52,019
Change+7,523 (+14%)
Value$8.7M (+$1.3M)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares57,361 from 53,521
Change+3,840 (+7%)
Value$8.4M (+$764.2K)
Filed 2026-10-28
Strategic Point Investment Advisors, LLC
DECREASED
Shares56,749 from 57,179
Change-430 (-1%)
Value$8.3M (+$153.9K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares56,137 from 56,065
Change+72 (+0%)
Value$8.2M (+$223.0K)
Filed 2026-10-22
Aspiriant, LLC
DECREASED
Shares54,558 from 54,986
Change-428 (-1%)
Value$8.0M (+$145.8K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares49,667 from 37,363
Change+12,304 (+33%)
Value$7.3M (+$1.9M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares47,244 from 49,560
Change-2,316 (-5%)
Value$6.9M (-$150.7K)
Filed 2026-10-21
Gradient Investments LLC
INCREASED
Shares46,505 from 44,958
Change+1,547 (+3%)
Value$6.8M (+$396.4K)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares42,889 from 43,915
Change-1,026 (-2%)
Value$6.3M (+$16.5K)
Filed 2026-10-21
Gilbert Capital Group, Inc.
INCREASED
Shares41,619 from 41,527
Change+92 (+0%)
Value$6.1M (+$170.8K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares41,169
Change+41,169
Value$6.0M
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares39,451 from 24,616
Change+14,835 (+60%)
Value$5.8M (+$2.3M)
Filed 2026-10-29
True Blue Financial, LLC
INCREASED
Shares36,916 from 30,923
Change+5,993 (+19%)
Value$5.4M (+$993.3K)
Filed 2026-10-15
Columbia Bank
DECREASED
Shares36,383 from 39,864
Change-3,481 (-9%)
Value$5.3M (-$357.8K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares35,877 from 35,137
Change+740 (+2%)
Value$5.2M (+$241.3K)
Filed 2026-10-19
Neumann Capital Management, LLC
DECREASED
Shares34,966 from 35,201
Change-235 (-1%)
Value$5.1M (+$99.1K)
Filed 2026-10-15
McClarren Financial Advisors, Inc.
DECREASED
Shares34,354 from 34,476
Change-122 (0%)
Value$5.0M (+$112.8K)
Filed 2026-10-15
Bailard, Inc.
INCREASED
Shares33,429 from 31,664
Change+1,765 (+6%)
Value$4.9M (+$378.0K)
Filed 2026-10-13
Laurel Wealth Planning LLC
UNCHANGED
Shares33,390 from 33,390
Change0 (0%)
Value$4.9M (+$126.5K)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
DECREASED
Shares33,340 from 34,699
Change-1,359 (-4%)
Value$4.9M (-$67.2K)
Filed 2026-10-28
Pennsylvania Capital Management Inc
UNCHANGED
Shares31,148 from 31,148
Change0 (0%)
Value$4.6M (+$118.1K)
Filed 2026-11-05
Childress Capital Advisors, LLC
DECREASED
Shares31,101 from 32,101
Change-1,000 (-3%)
Value$4.5M (-$24.5K)
Filed 2026-10-28
Forbes J M & Co LLP
INCREASED
Shares29,832 from 29,548
Change+284 (+1%)
Value$4.4M (+$153.5K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares29,098 from 30,473
Change-1,375 (-5%)
Value$4.3M (-$36.8K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares28,071 from 28,071
Change0 (0%)
Value$4.1M (+$106.4K)
Filed 2026-10-22
Archer Investment Management, LLC
DECREASED
Shares26,536 from 27,556
Change-1,020 (-4%)
Value$3.9M (-$44.7K)
Filed 2026-10-13
Gibson Capital, LLC
UNCHANGED
Shares24,715 from 24,715
Change0 (0%)
Value$3.6M (+$93.7K)
Filed 2026-10-23
Wealthcare Capital Management LLC
DECREASED
Shares24,431 from 24,589
Change-158 (-1%)
Value$3.6M (+$70.1K)
Filed 2026-10-21
Eley Financial Management, Inc
DECREASED
Shares23,999 from 24,361
Change-362 (-1%)
Value$3.5M (+$39.4K)
Filed 2026-11-03
Accredited Investors Inc.
INCREASED
Shares23,880 from 23,591
Change+289 (+1%)
Value$3.5M (+$131.7K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares23,811 from 25,928
Change-2,117 (-8%)
Value$3.5M (-$210.0K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares23,555 from 23,600
Change-45 (0%)
Value$3.4M (+$82.9K)
Filed 2026-11-04
Sapient Capital LLC
UNCHANGED
Shares23,380 from 23,380
Change0 (0%)
Value$3.4M (+$88.6K)
Filed 2026-10-08
Stanich Group LLC
DECREASED
Shares22,980 from 23,005
Change-25 (0%)
Value$3.4M (+$83.5K)
Filed 2026-10-16
Fingerlakes Wealth Management, Inc.
INCREASED
Shares22,849 from 22,588
Change+261 (+1%)
Value$3.3M (+$123.8K)
Filed 2026-11-04
Creekside Partners
DECREASED
Shares22,008 from 24,488
Change-2,480 (-10%)
Value$3.2M (-$269.7K)
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares21,863 from 21,863
Change0 (0%)
Value$3.2M (+$82.9K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
DECREASED
Shares21,815 from 22,509
Change-694 (-3%)
Value$3.2M (+$61.0K)
Filed 2026-10-27
Sharkey, Howes & Javer
DECREASED
Shares20,921 from 20,930
Change-9 (0%)
Value$3.1M (+$78.0K)
Filed 2026-10-22
Boston Trust Walden Corp
INCREASED
Shares20,651 from 19,003
Change+1,648 (+9%)
Value$3.0M (+$312.9K)
Filed 2026-10-30
Altfest L J & Co Inc
DECREASED
Shares20,538 from 21,630
Change-1,092 (-5%)
Value$3.0M (-$77.6K)
Filed 2026-10-27
Basso Capital Management, L.P.
INCREASED
Shares20,364 from 20,139
Change+225 (+1%)
Value$3.0M (+$109.2K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares20,087 from 16,669
Change+3,418 (+21%)
Value$2.9M (+$562.9K)
Filed 2026-10-08
Keybank National Association
DECREASED
Shares20,071 from 20,791
Change-720 (-3%)
Value$2.9M (-$26.5K)
Filed 2026-11-04
Shepherd Financial Partners LLC
DECREASED
Shares20,060 from 20,685
Change-625 (-3%)
Value$2.9M (-$13.0K)
Filed 2026-11-03
BigSur Wealth Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$2.9M (+$75.8K)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares19,750 from 22,042
Change-2,292 (-10%)
Value$2.9M (-$251.5K)
Filed 2026-10-23
Arlington Financial Advisors, LLC
INCREASED
Shares19,501 from 18,936
Change+565 (+3%)
Value$2.9M (+$154.4K)
Filed 2026-10-19
HB Wealth Management, LLC
UNCHANGED
Shares19,226 from 19,226
Change0 (0%)
Value$2.8M (+$72.9K)
Filed 2026-10-23
Modera Wealth Management, LLC
UNCHANGED
Shares18,986 from 18,986
Change0 (0%)
Value$2.8M (+$72.0K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares18,412 from 18,416
Change-4 (0%)
Value$2.7M (+$69.2K)
Filed 2026-11-04
Revolve Wealth Partners, LLC
INCREASED
Shares17,750 from 17,168
Change+582 (+3%)
Value$2.6M (+$150.3K)
Filed 2026-10-23
SigFig Wealth Management, LLC
DECREASED
Shares17,365 from 17,526
Change-161 (-1%)
Value$2.5M (+$67.1K)
Filed 2026-10-07
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares16,607 from 22,154
Change-5,547 (-25%)
Value$2.4M (-$727.0K)
Filed 2026-10-19
Bangor Savings Bank
UNCHANGED
Shares16,243 from 16,243
Change0 (0%)
Value$2.4M (+$61.6K)
Filed 2026-10-06
Tempus Wealth Planning, LLC
INCREASED
Shares16,004 from 14,726
Change+1,278 (+9%)
Value$2.3M (+$242.7K)
Filed 2026-10-14
Allodium Investment Consultants, LLC
DECREASED
Shares15,903 from 16,456
Change-553 (-3%)
Value$2.3M (-$18.5K)
Filed 2026-10-14
WoodTrust Financial Corp
INCREASED
Shares15,533 from 12,029
Change+3,504 (+29%)
Value$2.3K (-$1.7M)
Filed 2026-10-09
CX Institutional
INCREASED
Shares14,951 from 14,921
Change+30 (+0%)
Value$2.2K (+$60)
Filed 2026-10-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,936 from 12,175
Change+2,761 (+23%)
Value$2.2M (+$449.9K)
Filed 2026-10-23
Vicus Capital
DECREASED
Shares14,734 from 14,977
Change-243 (-2%)
Value$2.2M (+$21.3K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares14,679 from 14,694
Change-15 (0%)
Value$2.1M (+$53.5K)
Filed 2026-10-07
PFG Advisors
DECREASED
Shares14,140 from 14,270
Change-130 (-1%)
Value$2.1M (+$35.0K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
DECREASED
Shares14,089 from 16,050
Change-1,961 (-12%)
Value$2.1M (-$225.8K)
Filed 2026-10-16
Great Diamond Partners, LLC
INCREASED
Shares13,284 from 12,736
Change+548 (+4%)
Value$1.9M (+$128.4K)
Filed 2026-10-13
White Lighthouse Investment Management Inc.
DECREASED
Shares13,162 from 13,257
Change-95 (-1%)
Value$1.9M (+$36.3K)
Filed 2026-10-21
Citizens Financial Group Inc
UNCHANGED
Shares12,909 from 12,909
Change0 (0%)
Value$1.9M (+$49.0K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
DECREASED
Shares12,511 from 12,961
Change-450 (-3%)
Value$1.8M (+$258.2K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,477 from 12,149
Change+328 (+3%)
Value$1.8M (+$93.9K)
Filed 2026-11-03
Financial Insights, Inc.
DECREASED
Shares12,244 from 13,724
Change-1,480 (-11%)
Value$1.8M (-$164.3K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED
Shares12,174 from 12,174
Change0 (0%)
Value$1.8M (+$46.1K)
Filed 2026-11-05
Sage Financial Group Inc
DECREASED
Shares12,108 from 12,156
Change-48 (0%)
Value$1.8M (+$39.0K)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares12,016 from 13,849
Change-1,833 (-13%)
Value$1.8M (-$215.5K)
Filed 2026-10-30
Bensler, LLC
DECREASED
Shares11,611 from 11,975
Change-364 (-3%)
Value$1.7M (-$7.8K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares11,578 from 13,575
Change-1,997 (-15%)
Value$1.7M (-$240.5K)
Filed 2026-10-23
Boston Standard Wealth Management, LLC
INCREASED
Shares11,337 from 11,312
Change+25 (+0%)
Value$1.7M (+$47.4K)
Filed 2026-10-07
Sovran Advisors, LLC
DECREASED
Shares11,329 from 11,417
Change-88 (-1%)
Value$1.7M (+$78.1K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares10,927 from 10,974
Change-47 (0%)
Value$1.6M (+$34.7K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares10,671 from 10,612
Change+59 (+1%)
Value$1.6M (+$48.8K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares10,411 from 10,289
Change+122 (+1%)
Value$1.5M (+$56.9K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares10,355 from 10,100
Change+255 (+3%)
Value$1.5M (+$75.6K)
Filed 2026-10-21
Impact Investors, Inc
DECREASED
Shares10,133 from 18,603
Change-8,470 (-46%)
Value$1.5M (-$1.2M)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares9,906 from 9,868
Change+38 (+0%)
Value$1.4M (+$43.0K)
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares9,634 from 9,634
Change0 (0%)
Value$1.4M (+$36.5K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares9,283 from 6,747
Change+2,536 (+38%)
Value$1.4M (+$441.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,283 from 6,747
Change+2,536 (+38%)
Value$1.4M (+$441.3K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares9,199 from 9,072
Change+127 (+1%)
Value$1.3M (+$52.9K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares9,060 from 9,364
Change-304 (-3%)
Value$1.3M (-$9.0K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares9,042 from 9,488
Change-446 (-5%)
Value$1.3M (-$29.3K)
Filed 2026-10-30
Wealth Management Partners, LLC
UNCHANGED
Shares8,798 from 8,798
Change0 (0%)
Value$1.3M (+$33.3K)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares8,754 from 8,491
Change+263 (+3%)
Value$1.3M (+$70.6K)
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
DECREASED
Shares8,709 from 8,945
Change-236 (-3%)
Value$1.3M (-$597)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares8,705 from 8,668
Change+37 (+0%)
Value$1.3M (+$38.3K)
Filed 2026-10-13
Romano Brothers and Company
DECREASED
Shares8,120 from 8,235
Change-115 (-1%)
Value$1.2M (+$14.4K)
Filed 2026-10-22
Hill Island Financial LLC
DECREASED
Shares8,081 from 10,254
Change-2,173 (-21%)
Value$1.2M (-$278.8K)
Filed 2026-10-20
Clean Yield Group
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$1.2M (+$30.3K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares7,564 from 8,177
Change-613 (-7%)
Value$1.1M (-$58.6K)
Filed 2026-10-14
Tred Avon Family Wealth, LLC
DECREASED
Shares7,542 from 7,874
Change-332 (-4%)
Value$1.1M (-$18.7K)
Filed 2026-10-20
Acropolis Investment Management, LLC
DECREASED
Shares7,504 from 7,528
Change-24 (0%)
Value$1.1M (+$25.0K)
Filed 2026-10-08
Harfst & Associates, Inc.
DECREASED
Shares7,390 from 7,395
Change-5 (0%)
Value$1.1M (+$27.3K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares7,334 from 6,970
Change+364 (+5%)
Value$1.1M (+$79.6K)
Filed 2026-10-22
BIP Wealth, LLC
UNCHANGED
Shares7,065 from 7,065
Change0 (0%)
Value$1.0M (+$26.8K)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares7,056 from 7,059
Change-3 (0%)
Value$1.0M (+$26.2K)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares6,920 from 7,359
Change-439 (-6%)
Value$1.0M (-$36.3K)
Filed 2026-10-16
Acumen Wealth Advisors, LLC
DECREASED
Shares6,888 from 7,232
Change-344 (-5%)
Value$1.0M (-$22.9K)
Filed 2026-11-05
Principle Wealth Partners LLC
UNCHANGED
Shares6,887 from 6,887
Change0 (0%)
Value$1.0M (+$26.1K)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
INCREASED
Shares6,762 from 6,738
Change+24 (+0%)
Value$988.5K (+$29.0K)
Filed 2026-10-26
Zenith Solutions, Inc.
INCREASED
Shares6,688 from 6,096
Change+592 (+10%)
Value$977.7K (+$109.7K)
Filed 2026-10-19
FSA Wealth Partners, Inc.
NEW
Shares6,683
Change+6,683
Value$976.9K
Filed 2026-10-26
Advisory Solutions Group, LLC
DECREASED
Shares6,681 from 6,827
Change-146 (-2%)
Value$976.6K (+$4.4K)
Filed 2026-10-14
Wealth Advisory Team LLC
INCREASED
Shares6,660 from 6,645
Change+15 (+0%)
Value$973.5K (+$27.4K)
Filed 2026-11-05
BAR Harbor Wealth Management
DECREASED
Shares6,550 from 6,564
Change-14 (0%)
Value$957.5K (+$22.8K)
Filed 2026-10-21
Old Second National Bank of Aurora
UNCHANGED
Shares6,511 from 6,511
Change0 (0%)
Value$951.8K (+$24.7K)
Filed 2026-10-22
First Horizon Corp
DECREASED
Shares6,479 from 7,116
Change-637 (-9%)
Value$947.1K (-$66.1K)
Filed 2026-10-26
Halter Ferguson Financial Inc.
UNCHANGED
Shares6,469 from 6,469
Change0 (0%)
Value$945.6K (+$24.5K)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
INCREASED
Shares6,265 from 5,840
Change+425 (+7%)
Value$915.8K (+$84.3K)
Filed 2026-10-07
Peak Financial Management, Inc.
DECREASED
Shares6,166 from 6,191
Change-25 (0%)
Value$901.3K (+$19.8K)
Filed 2026-10-16
Zevenbergen Capital Investments LLC
UNCHANGED
Shares6,075 from 6,075
Change0 (0%)
Value$888.0K (+$23.0K)
Filed 2026-10-08
Birchwood Financial Partners, Inc.
INCREASED
Shares6,000 from 5,977
Change+23 (+0%)
Value$877.1K (+$26.1K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares5,990 from 6,220
Change-230 (-4%)
Value$875.6K (-$10.0K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares5,977 from 6,502
Change-525 (-8%)
Value$873.7K (-$52.1K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares5,967 from 6,156
Change-189 (-3%)
Value$872.3K (-$4.2K)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares5,946 from 5,932
Change+14 (+0%)
Value$869.2K (+$24.5K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares5,889 from 6,000
Change-111 (-2%)
Value$860.9K (+$6.6K)
Filed 2026-11-02
First Pacific Financial
DECREASED
Shares5,845 from 6,059
Change-214 (-4%)
Value$854.5K (-$8.2K)
Filed 2026-10-14
RCS Financial Planning, LLC
INCREASED
Shares5,811 from 5,324
Change+487 (+9%)
Value$849.5K (+$91.4K)
Filed 2026-10-14
Harbor Asset Planning, Inc.
INCREASED
Shares5,698 from 5,686
Change+12 (+0%)
Value$832.9K (+$23.3K)
Filed 2026-10-23
Lifelong Wealth Advisors, Inc.
DECREASED
Shares5,678 from 6,222
Change-544 (-9%)
Value$830.0K (-$55.9K)
Filed 2026-10-19
Midwest Trust Co
DECREASED
Shares5,648 from 5,651
Change-3 (0%)
Value$825.6K (+$21.0K)
Filed 2026-10-22
Brooklyn FI, LLC
INCREASED
Shares5,637 from 5,390
Change+247 (+5%)
Value$816.8K (+$59.5K)
Filed 2026-11-05
Wealth Analytics Partners, LLC
DECREASED
Shares5,611 from 5,763
Change-152 (-3%)
Value$820.2K (+$199)
Filed 2026-10-19
Ledyard National Bank
UNCHANGED
Shares5,584 from 5,584
Change0 (0%)
Value$816.3K (+$21.2K)
Filed 2026-10-21
Elyxium Wealth, LLC
INCREASED
Shares5,579 from 5,568
Change+11 (+0%)
Value$815.6K (+$22.8K)
Filed 2026-10-27
Marathon Wealth Advisors LLC
INCREASED
Shares5,313 from 5,307
Change+6 (+0%)
Value$776.7K (+$21.0K)
Filed 2026-11-04
Kathmere Capital Management, LLC
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$765.4K (+$19.8K)
Filed 2026-10-20
Finley Financial, LLC
DECREASED
Shares5,225 from 5,260
Change-35 (-1%)
Value$766.6K (+$17.6K)
Filed 2026-10-28
Rede Wealth, LLC
DECREASED
Shares5,178 from 5,273
Change-95 (-2%)
Value$756.9K (+$6.1K)
Filed 2026-10-22
Prism Advisors, Inc.
DECREASED
Shares5,172 from 5,749
Change-577 (-10%)
Value$767.5K (-$51.1K)
Filed 2026-10-09
S.A. Mason LLC
INCREASED
Shares5,161 from 5,153
Change+8 (+0%)
Value$754.4K (+$20.7K)
Filed 2026-10-13
Burns J W & Co Inc
DECREASED
Shares5,160 from 5,185
Change-25 (0%)
Value$754.3K (+$16.0K)
Filed 2026-10-20
Navigation Group, LLC
INCREASED
Shares5,130 from 5,088
Change+42 (+1%)
Value$749.8K (+$25.3K)
Filed 2026-10-28
Montecito Bank & Trust
UNCHANGED
Shares5,098 from 5,098
Change0 (0%)
Value$745.2K (+$19.3K)
Filed 2026-10-01
Mesirow Financial Investment Management, Inc.
INCREASED
Shares5,049 from 5,038
Change+11 (+0%)
Value$738.1K (+$20.7K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares5,019 from 5,017
Change+2 (+0%)
Value$733.7K (+$19.2K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
INCREASED
Shares4,905 from 4,478
Change+427 (+10%)
Value$717.0K (+$79.4K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares4,902 from 4,809
Change+93 (+2%)
Value$716.6K (+$31.9K)
Filed 2026-10-14
Hoxton Planning & Management, LLC
INCREASED
Shares4,897 from 4,848
Change+49 (+1%)
Value$715.8K (+$25.5K)
Filed 2026-10-15
One Wealth Capital Management, LLC
DECREASED
Shares4,845 from 6,569
Change-1,724 (-26%)
Value$708.2K (-$227.1K)
Filed 2026-10-23
Altus Wealth Group LLC
UNCHANGED
Shares4,824 from 4,824
Change0 (0%)
Value$705.2K (+$18.3K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares4,752 from 4,945
Change-193 (-4%)
Value$694.7K (-$9.4K)
Filed 2026-10-08
Oarsman Capital, Inc.
INCREASED
Shares4,734 from 4,730
Change+4 (+0%)
Value$691.9K (+$18.4K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares4,544 from 1,640
Change+2,904 (+177%)
Value$653.2K (+$419.7K)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
DECREASED
Shares4,468 from 4,614
Change-146 (-3%)
Value$653.2K (-$3.9K)
Filed 2026-10-13
West Financial Advisors, LLC
DECREASED
Shares4,457 from 4,463
Change-6 (0%)
Value$651.5K (+$16.0K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares4,365 from 4,430
Change-65 (-1%)
Value$638.1K (+$7.3K)
Filed 2026-10-13
LWM Advisors Inc
UNCHANGED
Shares4,352 from 4,352
Change0 (0%)
Value$636.2K (+$16.5K)
Filed 2026-10-08
Cornerstone Planning Group LLC
DECREASED
Shares4,277 from 4,324
Change-47 (-1%)
Value$638.3K (+$30.8K)
Filed 2026-10-16
Magnus Financial Group LLC
DECREASED
Shares4,235 from 4,399
Change-164 (-4%)
Value$619.1K (-$7.4K)
Filed 2026-10-21
Parsons Capital Management Inc
DECREASED
Shares4,233 from 4,327
Change-94 (-2%)
Value$618.8K (+$2.7K)
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares4,172 from 3,751
Change+421 (+11%)
Value$609.9K (+$75.8K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares4,004 from 4,117
Change-113 (-3%)
Value$585.3K (-$914)
Filed 2026-11-04
Rockingstone Advisors LLC
UNCHANGED
Shares3,991 from 3,991
Change0 (0%)
Value$583.4K (+$15.1K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED
Shares3,928 from 3,928
Change0 (0%)
Value$574.2K (+$14.9K)
Filed 2026-10-27
KFA Private Wealth Group, LLC
DECREASED
Shares3,891 from 3,929
Change-38 (-1%)
Value$568.9K (+$9.3K)
Filed 2026-10-07
Rossmore Private Capital
UNCHANGED
Shares3,868 from 3,868
Change0 (0%)
Value$565.4K (+$14.7K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares3,801 from 3,801
Change0 (0%)
Value$555.6K (+$14.4K)
Filed 2026-10-21
Carret Asset Management, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$555.5K (+$14.4K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares3,746 from 3,746
Change0 (0%)
Value$547.6K (+$14.2K)
Filed 2026-10-16
Ulland Investment Advisors, LLC
DECREASED
Shares3,730 from 3,875
Change-145 (-4%)
Value$545 (-$7)
Filed 2026-10-13
TrinityBridge Ltd
UNCHANGED
Shares3,715 from 3,715
Change0 (0%)
Value$543 (-$528.5K)
Filed 2026-10-30
Landaas & Co
INCREASED
Shares3,696 from 3,689
Change+7 (+0%)
Value$540.3K (+$15.0K)
Filed 2026-10-29
West Wealth Group, LLC
INCREASED
Shares3,664 from 3,554
Change+110 (+3%)
Value$535.6K (+$29.4K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares3,657 from 3,657
Change0 (0%)
Value$534.6K (+$13.9K)
Filed 2026-11-02
Hengehold Capital Management LLC
DECREASED
Shares3,637 from 3,905
Change-268 (-7%)
Value$531.6K (-$24.4K)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
INCREASED
Shares3,612 from 3,591
Change+21 (+1%)
Value$528.0K (+$16.7K)
Filed 2026-11-03
Envision Financial LLC
INCREASED
Shares3,583 from 3,567
Change+16 (+0%)
Value$523.7K (+$15.8K)
Filed 2026-10-15
Myecfo, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$511.6K (+$13.3K)
Filed 2026-10-14
Beacon Financial Group
INCREASED
Shares3,480 from 3,392
Change+88 (+3%)
Value$508.7K (+$25.7K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares3,477 from 4,052
Change-575 (-14%)
Value$508.3K (-$68.7K)
Filed 2026-10-05
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,444 from 3,437
Change+7 (+0%)
Value$503.5K (+$14.2K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares3,421 from 2,548
Change+873 (+34%)
Value$500.1K (+$137.3K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares3,393 from 3,454
Change-61 (-2%)
Value$496.0K (+$4.2K)
Filed 2026-10-20
Birch Hill Investment Advisors LLC
INCREASED
Shares3,384 from 3,299
Change+85 (+3%)
Value$494.7K (+$24.9K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED
Shares3,364 from 3,575
Change-211 (-6%)
Value$491.8K (-$17.3K)
Filed 2026-10-20
Heck Capital Advisors, LLC
DECREASED
Shares3,363 from 3,367
Change-4 (0%)
Value$491.6K (+$12.2K)
Filed 2026-10-14
TruNorth Capital Management, LLC
UNCHANGED
Shares3,349 from 3,349
Change0 (0%)
Value$489.5K (+$12.7K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares3,333 from 2,864
Change+469 (+16%)
Value$487.2K (+$79.4K)
Filed 2026-10-19
Traveka Wealth, LLC
DECREASED
Shares3,321 from 3,360
Change-39 (-1%)
Value$485.5K (+$7.0K)
Filed 2026-10-19
Essential Planning, Llc.
DECREASED
Shares3,276 from 3,360
Change-84 (-2%)
Value$478.9K (+$580)
Filed 2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares3,256 from 3,261
Change-5 (0%)
Value$475.9K (+$11.6K)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares3,248 from 3,251
Change-3 (0%)
Value$474.8K (+$11.9K)
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares3,203 from 3,203
Change0 (0%)
Value$468.2K (+$12.1K)
Filed 2026-10-15
May Hill Capital, LLC
UNCHANGED
Shares3,197 from 3,197
Change0 (0%)
Value$467.3K (+$12.1K)
Filed 2026-11-03
MRA Advisory Group
INCREASED
Shares3,182 from 3,127
Change+55 (+2%)
Value$465.1K (+$19.9K)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares3,181 from 2,269
Change+912 (+40%)
Value$465.0K (+$141.9K)
Filed 2026-11-05
Jnba Financial Advisors
DECREASED
Shares3,139 from 3,244
Change-105 (-3%)
Value$458.8K (-$3.1K)
Filed 2026-11-03
Bestgate Wealth Advisors, LLC
NEW
Shares3,132
Change+3,132
Value$457.9K
Filed 2026-10-13
TrustBank
UNCHANGED
Shares3,115 from 3,115
Change0 (0%)
Value$455.4K (+$11.8K)
Filed 2026-10-20
WBH Advisory Inc
INCREASED
Shares3,106 from 3,052
Change+54 (+2%)
Value$454.0K (+$19.5K)
Filed 2026-11-05
MBE Wealth Management, LLC
DECREASED
Shares3,069 from 3,135
Change-66 (-2%)
Value$448.6K (+$2.2K)
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares3,059 from 4,566
Change-1,507 (-33%)
Value$450.1K (-$200.0K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
DECREASED
Shares3,032 from 3,280
Change-248 (-8%)
Value$442.0K (-$25.1K)
Filed 2026-10-30
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$438.5K (+$11.4K)
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares2,976 from 3,075
Change-99 (-3%)
Value$435.0K (-$2.8K)
Filed 2026-10-22
Cypress Wealth Services, LLC
INCREASED
Shares2,969 from 2,912
Change+57 (+2%)
Value$445.7K (+$31.0K)
Filed 2026-10-21
Absolute Capital Management, LLC
INCREASED
Shares2,966 from 2,956
Change+10 (+0%)
Value$433.6K (+$12.6K)
Filed 2026-10-16
Midland Wealth Advisors, LLC
DECREASED
Shares2,958 from 3,115
Change-157 (-5%)
Value$432.4K (-$11.1K)
Filed 2026-10-26
Guardian Financial Partners, LLC
NEW
Shares2,955
Change+2,955
Value$432.0K
Filed 2026-11-04
Erickson Financial Group, LLC
INCREASED
Shares2,916 from 2,910
Change+6 (+0%)
Value$426.3K (+$11.9K)
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$419.7K (+$10.9K)
Filed 2026-10-23
Bison Wealth, LLC
DECREASED
Shares2,835 from 2,852
Change-17 (-1%)
Value$422.5K (+$16.1K)
Filed 2026-10-13
Sage Capital Management, LLC
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$414.5K (+$10.7K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares2,832 from 2,899
Change-67 (-2%)
Value$414.0K (+$1.2K)
Filed 2026-10-20
JB Capital LLC
INCREASED
Shares2,821 from 2,590
Change+231 (+9%)
Value$412.4K (+$43.6K)
Filed 2026-10-19
Allstreet Capital Advisors LLC
UNCHANGED
Shares2,766 from 2,766
Change0 (0%)
Value$404.4K (+$10.5K)
Filed 2026-11-04
Oxler Private Wealth LLC
INCREASED
Shares2,702 from 2,696
Change+6 (+0%)
Value$395.0K (+$11.1K)
Filed 2026-10-21
Old National Bancorp
UNCHANGED
Shares2,694 from 2,694
Change0 (0%)
Value$393.8K (+$10.2K)
Filed 2026-10-20
Arbor Investment Advisors, LLC
DECREASED
Shares2,641 from 2,781
Change-140 (-5%)
Value$386.1K (-$9.9K)
Filed 2026-10-26
Beacon Financial Advisory LLC
INCREASED
Shares2,584 from 2,443
Change+141 (+6%)
Value$377.7K (+$29.8K)
Filed 2026-10-16
Goldstein Advisors, LLC
DECREASED
Shares2,582 from 2,611
Change-29 (-1%)
Value$377.4K (+$5.7K)
Filed 2026-10-15
Bedminster, LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$375.7K (+$9.7K)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares2,561 from 2,843
Change-282 (-10%)
Value$374.4K (-$30.4K)
Filed 2026-11-04
Investment Partners, Ltd.
NEW
Shares2,550
Change+2,550
Value$372.8K
Filed 2026-10-29
ASL Financial, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$365.5K (+$9.5K)
Filed 2026-10-15
Ddfg, Inc
INCREASED
Shares2,428 from 2,423
Change+5 (+0%)
Value$355.0K (+$10.0K)
Filed 2026-10-15
Pinnacle Associates LTD
INCREASED
Shares2,422 from 2,292
Change+130 (+6%)
Value$354.0K (+$27.7K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,402 from 2,402
Change0 (0%)
Value$351.1K (+$9.1K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares2,389 from 2,675
Change-286 (-11%)
Value$349.2K (-$31.6K)
Filed 2026-10-13
Ridgecrest Wealth Partners, LLC
INCREASED
Shares2,387 from 2,038
Change+349 (+17%)
Value$348.9K (+$58.7K)
Filed 2026-10-19
Urban Wealth Management, LLC
DECREASED
Shares2,377 from 2,514
Change-137 (-5%)
Value$347.5K (-$10.5K)
Filed 2026-10-21
Blume Capital Management, Inc.
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$343.5K (+$8.9K)
Filed 2026-10-26
Simplicity Wealth,LLC
NEW
Shares2,280
Change+2,280
Value$333.3K
Filed 2026-10-23
New Covenant Trust Company, N.A.
UNCHANGED
Shares2,256 from 2,256
Change0 (0%)
Value$329.8K (+$8.6K)
Filed 2026-10-08
Ethic Inc.
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$328.3K (+$8.5K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
UNCHANGED
Shares2,232 from 2,232
Change0 (0%)
Value$326.3K (+$8.5K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares2,224 from 2,208
Change+16 (+1%)
Value$325.0K (+$10.6K)
Filed 2026-11-04
CRA Financial Services, LLC
UNCHANGED
Shares2,193 from 2,193
Change0 (0%)
Value$320.6K (+$8.3K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares2,176
Change+2,176
Value$318.1K
Filed 2026-11-03
Prentiss Smith & Co Inc
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$316.9K (+$8.2K)
Filed 2026-10-27
Weaver Consulting Group
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$315.7K (+$8.2K)
Filed 2026-10-07
Snider Financial Group
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$315.0K (+$8.2K)
Filed 2026-10-16
JSF Financial, LLC
INCREASED
Shares2,102 from 2,039
Change+63 (+3%)
Value$307.2K (+$16.9K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,096 from 2,816
Change-720 (-26%)
Value$306.4K (-$94.6K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,082 from 1,952
Change+130 (+7%)
Value$304.3K (+$26.4K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
UNCHANGED
Shares2,074 from 2,074
Change0 (0%)
Value$303.2K (+$7.9K)
Filed 2026-10-14
Koenig Investment Advisory, LLC
INCREASED
Shares2,053 from 2,051
Change+2 (+0%)
Value$300.1K (+$8.1K)
Filed 2026-10-09
Concord Wealth Partners
DECREASED
Shares2,047 from 2,118
Change-71 (-3%)
Value$299.2K (-$2.3K)
Filed 2026-11-02
Old Port Advisors
UNCHANGED
Shares2,037 from 2,037
Change0 (0%)
Value$297.8K (+$7.7K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
DECREASED
Shares2,017 from 2,043
Change-26 (-1%)
Value$294.8K (+$3.9K)
Filed 2026-10-20
Soltis Investment Advisors LLC
NEW
Shares1,991
Change+1,991
Value$291.0K
Filed 2026-10-28
Insight Wealth Strategies, LLC
UNCHANGED
Shares1,986 from 1,986
Change0 (0%)
Value$290.3K (+$8.2K)
Filed 2026-10-09
PW Nova Financial Services LLC
UNCHANGED
Shares1,981 from 1,981
Change0 (0%)
Value$289.6K (+$7.5K)
Filed 2026-10-15
Concord Asset Management, LLC
DECREASED
Shares1,965 from 1,995
Change-30 (-1%)
Value$287.3K (+$3.2K)
Filed 2026-11-02
Vericrest Private Wealth
UNCHANGED
Shares1,954 from 1,954
Change0 (0%)
Value$285.6K (+$7.4K)
Filed 2026-10-21
Buttonwood Financial Group, LLC
DECREASED
Shares1,948 from 1,974
Change-26 (-1%)
Value$292.4K (+$11.3K)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares1,894
Change+1,894
Value$269.6K
Filed 2026-10-29
Tritonpoint Wealth, LLC
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$276.3K (+$7.2K)
Filed 2026-10-19
Cove Private Wealth, LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$272.8K (+$7.1K)
Filed 2026-10-28
4Thought Financial Group Inc.
DECREASED
Shares1,864 from 1,894
Change-30 (-2%)
Value$272.4K (+$2.7K)
Filed 2026-11-02
Frederick Financial Consultants, LLC
UNCHANGED
Shares1,864 from 1,864
Change0 (0%)
Value$272.5K (+$7.1K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares1,846 from 1,859
Change-13 (-1%)
Value$270 (-$264.7K)
Filed 2026-10-22
Capital Advantage, Inc.
DECREASED
Shares1,826 from 1,857
Change-31 (-2%)
Value$267.0K (+$2.5K)
Filed 2026-10-14
Creative Capital Management Investments LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$265.9K (+$6.9K)
Filed 2026-10-28
Colorado Capital Management, Inc.
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$263 (+$7)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
DECREASED
Shares1,758 from 1,861
Change-103 (-6%)
Value$257.0K (-$8.0K)
Filed 2026-10-27
Centurion Wealth Management LLC
INCREASED
Shares1,753 from 1,682
Change+71 (+4%)
Value$256.3K (+$16.8K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares1,720 from 1,796
Change-76 (-4%)
Value$251.4K (-$4.3K)
Filed 2026-11-02
Ehrlich Financial Group
NEW
Shares1,703
Change+1,703
Value$248.9K
Filed 2026-10-20
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$248.5K (+$6.4K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$242.6K (+$6.3K)
Filed 2026-10-09
Northland Securities, Inc.
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$240.8K (+$6.2K)
Filed 2026-11-02
Howland Capital Management LLC
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$238.3K (+$6.2K)
Filed 2026-10-22
Integrity Alliance, Llc.
NEW
Shares1,626
Change+1,626
Value$237.7K
Filed 2026-10-29
Blvd Private Wealth, LLC
DECREASED
Shares1,612 from 1,619
Change-7 (0%)
Value$235.6K (+$5.1K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
DECREASED
Shares1,595 from 1,617
Change-22 (-1%)
Value$239.4K (+$10.7K)
Filed 2026-10-19
Flagship Private Wealth, LLC
INCREASED
Shares1,594 from 1,592
Change+2 (+0%)
Value$233.1K (+$6.4K)
Filed 2026-11-05
1900 Wealth Management LLC
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$231.5K (+$6.0K)
Filed 2026-10-13
Csenge Advisory Group
NEW
Shares1,577
Change+1,577
Value$230.5K
Filed 2026-11-04
Sterling Manor Financial, LLC
NEW
Shares1,561
Change+1,561
Value$228.2K
Filed 2026-10-21
Williams Financial, LLC
DECREASED
Shares1,550 from 1,768
Change-218 (-12%)
Value$226.5K (-$25.1K)
Filed 2026-10-19
Brighton Jones LLC
NEW
Shares1,534
Change+1,534
Value$224.3K
Filed 2026-11-03
Firestone Capital Management
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$220.1K (+$5.7K)
Filed 2026-11-03
Uptick Partners, LLC
DECREASED
Shares1,502 from 1,543
Change-41 (-3%)
Value$219.6K (-$146)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,494 from 1,491
Change+3 (+0%)
Value$218.5K (+$6.1K)
Filed 2026-10-13
Baron Financial Group, LLC
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$214.2K (+$5.6K)
Filed 2026-10-09
LVZ, Inc.
DECREASED
Shares1,448 from 1,453
Change-5 (0%)
Value$211.7K (+$4.8K)
Filed 2026-10-20
APS Management Group, Inc.
INCREASED
Shares1,416 from 1,414
Change+2 (+0%)
Value$207.0K (+$5.6K)
Filed 2026-10-14
Bath Savings Trust Co
NEW
Shares1,390
Change+1,390
Value$203.2K
Filed 2026-10-07
Saxon Interests, Inc.
NEW
Shares1,381
Change+1,381
Value$201.9K
Filed 2026-10-26
Weatherly Asset Management L. P.
NEW
Shares1,375
Change+1,375
Value$201.0K
Filed 2026-10-20
MCF Advisors LLC
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$200.4K (+$5.2K)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares1,320
Change+1,320
Value$192.9K
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares1,237 from 1,187
Change+50 (+4%)
Value$180.8K (+$11.8K)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$179.8K (+$4.7K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
DECREASED
Shares1,227 from 1,296
Change-69 (-5%)
Value$179.4K (-$5.2K)
Filed 2026-11-03
Montag A & Associates Inc
NEW
Shares1,200
Change+1,200
Value$175.4K
Filed 2026-10-29
Caldwell Trust Co
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$175.4K (+$4.5K)
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares1,148 from 1,148
Change0 (0%)
Value$167.8K (+$4.4K)
Filed 2026-10-21
KBC Group NV
DECREASED
Shares1,131 from 1,199
Change-68 (-6%)
Value$165 (-$170.8K)
Filed 2026-10-22
Financial Perspectives, Inc
INCREASED
Shares1,093 from 1,091
Change+2 (+0%)
Value$159.8K (+$4.5K)
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares1,000 from 1,355
Change-355 (-26%)
Value$146.2K (-$46.8K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$140.3K (+$3.6K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares930 from 916
Change+14 (+2%)
Value$135.9K (+$5.5K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares919 from 884
Change+35 (+4%)
Value$134.3K (+$8.3K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares882 from 918
Change-36 (-4%)
Value$128.9K (-$1.8K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares695 from 716
Change-21 (-3%)
Value$101.6K (-$356)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares669 from 925
Change-256 (-28%)
Value$97.8K (-$33.9K)
Filed 2026-10-28
Pittenger & Anderson Inc
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$94.3K (+$2.4K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$88.6K (+$2.3K)
Filed 2026-10-20
Salomon & Ludwin, LLC
INCREASED
Shares587 from 541
Change+46 (+9%)
Value$85.8K (+$8.9K)
Filed 2026-10-29
Adirondack Trust Co
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$78.8K (+$2.0K)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$74.6K (+$1.9K)
Filed 2026-10-06
Creative Financial Designs Inc
DECREASED
Shares471 from 480
Change-9 (-2%)
Value$68.9K (+$504)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$67.4K (+$1.7K)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$65.1K (+$1.7K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$61.2K (+$1.6K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
INCREASED
Shares402 from 265
Change+137 (+52%)
Value$58.7K (+$21.0K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$52.0K (+$1.3K)
Filed 2026-10-05
IFP Advisors, Inc
DECREASED
Shares342 from 352
Change-10 (-3%)
Value$50.0K (-$127)
Filed 2026-10-16
Birch Financial Group, LLC
NEW
Shares337
Change+337
Value$49.3K
Filed 2026-10-27
Downshift Financial, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$45.8K (+$1.2K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$43.4K (+$1.4K)
Filed 2026-10-16
Kennebec Savings Bank
INCREASED
Shares260 from 202
Change+58 (+29%)
Value$38.0K (+$9.2K)
Filed 2026-10-22
First Bancorp, Inc
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$37.4K (+$970)
Filed 2026-10-26
Legacies Wealth LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$37.4K (+$970)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$22.4K (+$629)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$21.9K (+$568)
Filed 2026-10-07
West Branch Capital LLC
NEW
Shares144
Change+144
Value$21.1K
Filed 2026-10-20
Evermay Wealth Management LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$19.0K (+$493)
Filed 2026-11-05
Sunrise Financial Services, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$17.2K (+$447)
Filed 2026-10-21
Hanson & Doremus Investment Management
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$15 (-$15.0K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$14.0K (+$364)
Filed 2026-10-15
Phillip James Consulting Co.
NEW
Shares88
Change+88
Value$12.9K
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares51 from 50
Change+1 (+2%)
Value$7.4K (+$208)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares50
Change+50
Value$7.3K
Filed 2026-10-27
Decker Retirement Planning Inc.
DECREASED
Shares31 from 9,910
Change-9,879 (-100%)
Value$4.5K (-$1.4M)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.5K (+$91)
Filed 2026-10-23
Key Capital Management, Inc
DECREASED
Shares22 from 24
Change-2 (-8%)
Value$3.2K (-$201)
Filed 2026-11-03
Gamma Investing LLC
NEW
Shares20
Change+20
Value$2.9K
Filed 2026-10-08
American Capital Advisory, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$878 (+$23)
Filed 2026-10-28
Your Advocates Ltd., LLP
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$351 (+$152)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$146 (+$4)
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 3,280
Change-3,280 (-100%)
Value$0 (-$467.1K)
Filed 2026-10-21
Blue Zone Wealth Advisors, LLC
CLOSED
Shares0 from 3,026
Change-3,026 (-100%)
Value$0 (-$430.9K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 1,560
Change-1,560 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$91.8K)
Filed 2026-10-22
NBT Bank, N.A.
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$30.2K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-29
Tsfg, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 4,231,965
Change-4,231,965 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,741,833
Change-1,741,833 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,405,229
Change-1,405,229 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,229,365
Change-1,229,365 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,156,395
Change-1,156,395 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 797,286
Change-797,286 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 444,726
Change-444,726 (-100%)
Value—
UBS Group AG
N/A
Shares— from 407,533
Change-407,533 (-100%)
Value—
Betterment LLC
N/A
Shares— from 337,922
Change-337,922 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 335,917
Change-335,917 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 322,658
Change-322,658 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 318,940
Change-318,940 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 302,319
Change-302,319 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 298,963
Change-298,963 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 280,073
Change-280,073 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 279,901
Change-279,901 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 221,547
Change-221,547 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 214,635
Change-214,635 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 204,758
Change-204,758 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 177,439
Change-177,439 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 176,795
Change-176,795 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 174,483
Change-174,483 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 163,637
Change-163,637 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 160,692
Change-160,692 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 148,426
Change-148,426 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 146,353
Change-146,353 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 146,299
Change-146,299 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 137,461
Change-137,461 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 129,159
Change-129,159 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 111,675
Change-111,675 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 103,448
Change-103,448 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 97,760
Change-97,760 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 96,438
Change-96,438 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 94,728
Change-94,728 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 90,492
Change-90,492 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 88,429
Change-88,429 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 85,793
Change-85,793 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 70,793
Change-70,793 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 70,077
Change-70,077 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 69,138
Change-69,138 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 68,173
Change-68,173 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 64,692
Change-64,692 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 63,094
Change-63,094 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 62,504
Change-62,504 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 62,499
Change-62,499 (-100%)
Value—
Allianz SE
N/A
Shares— from 61,222
Change-61,222 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 56,840
Change-56,840 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 54,789
Change-54,789 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 54,735
Change-54,735 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 50,722
Change-50,722 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 46,578
Change-46,578 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,834
Change-44,834 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 44,668
Change-44,668 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 40,390
Change-40,390 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,487
Change-39,487 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 38,643
Change-38,643 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 36,839
Change-36,839 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 36,755
Change-36,755 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 36,621
Change-36,621 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 36,426
Change-36,426 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 33,636
Change-33,636 (-100%)
Value—
&partners
N/A
Shares— from 33,404
Change-33,404 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 32,487
Change-32,487 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,371
Change-30,371 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 29,530
Change-29,530 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 29,053
Change-29,053 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 28,901
Change-28,901 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 28,552
Change-28,552 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 28,513
Change-28,513 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 28,329
Change-28,329 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,938
Change-27,938 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,397
Change-26,397 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 26,144
Change-26,144 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 23,703
Change-23,703 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,594
Change-23,594 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,105
Change-23,105 (-100%)
Value—
Topel & Distasi Wealth Management, LLC
N/A
Shares— from 22,656
Change-22,656 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 21,272
Change-21,272 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 21,025
Change-21,025 (-100%)
Value—
Blair William & Co
N/A
Shares— from 20,417
Change-20,417 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,785
Change-19,785 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 19,346
Change-19,346 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 19,027
Change-19,027 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,412
Change-18,412 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,561
Change-17,561 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 17,504
Change-17,504 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 16,481
Change-16,481 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,432
Change-16,432 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 15,928
Change-15,928 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 15,515
Change-15,515 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,027
Change-14,027 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 13,534
Change-13,534 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,227
Change-13,227 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,958
Change-12,958 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 12,865
Change-12,865 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 12,280
Change-12,280 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12,062
Change-12,062 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,694
Change-11,694 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 11,675
Change-11,675 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 11,294
Change-11,294 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 11,221
Change-11,221 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,892
Change-10,892 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,872
Change-10,872 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,764
Change-10,764 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,521
Change-10,521 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 9,194
Change-9,194 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 8,424
Change-8,424 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,794
Change-7,794 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,206
Change-7,206 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,778
Change-6,778 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
EQ LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
TritonPoint Partners, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 735
Change-735 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 735
Change-735 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 715
Change-715 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 700
Change-700 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 566
Change-566 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 500
Change-500 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 413
Change-413 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 397
Change-397 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
EFG International AG
N/A
Shares— from 325
Change-325 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 301
Change-301 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 210
Change-210 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 195
Change-195 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 180
Change-180 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Central Trust Co
N/A
Shares— from 146
Change-146 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 140
Change-140 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 125
Change-125 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 91
Change-91 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED1,169,9281,193,065-23,137-2%$169.9M$171.0M+$1.1M2026-11-05
Commonwealth Equity Services, LLC
DECREASED211,296227,210-15,914-7%$32.4M$30.9M-$1.5M2026-11-02
Creative Planning
DECREASED207,131210,927-3,796-2%$30.0M$30.3M+$244.6K2026-11-02
Park Avenue Securities LLC
INCREASED167,532163,472+4,060+2%$23.3M$24.5K-$23.3M2026-10-26
Truist Financial Corp
DECREASED156,840157,186-3460%$22.4M$22.9M+$545.2K2026-10-30
Gemmer Asset Management LLC
DECREASED137,567139,453-1,886-1%$19.9M$20.1M+$252.8K2026-10-16
Manchester Capital Management LLC
UNCHANGED128,700128,70000%$18.3M$18.8M+$487.8K2026-10-22
Thrivent Financial for Lutherans
DECREASED88,00993,250-5,241-6%$13.3M$12.9M-$360.0K2026-11-05
Mascoma Wealth Management LLC
INCREASED82,20076,421+5,779+8%$10.9M$12.0M+$1.1M2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED67,71866,537+1,181+2%$9.5M$9.9K-$9.5M2026-11-02
Sofi Wealth, LLC
INCREASED59,54252,019+7,523+14%$7.4M$8.7M+$1.3M2026-10-27
Choreo, LLC
INCREASED57,36153,521+3,840+7%$7.6M$8.4M+$764.2K2026-10-28
Strategic Point Investment Advisors, LLC
DECREASED56,74957,179-430-1%$8.1M$8.3M+$153.9K2026-10-29
Perigon Wealth Management, LLC
INCREASED56,13756,065+72+0%$8.0M$8.2M+$223.0K2026-10-22
Aspiriant, LLC
DECREASED54,55854,986-428-1%$7.8M$8.0M+$145.8K2026-10-16
Kestra Advisory Services, LLC
INCREASED49,66737,363+12,304+33%$5.3M$7.3M+$1.9M2026-11-02
Wealthcare Advisory Partners LLC
DECREASED47,24449,560-2,316-5%$7.1M$6.9M-$150.7K2026-10-21
Gradient Investments LLC
INCREASED46,50544,958+1,547+3%$6.4M$6.8M+$396.4K2026-10-08
Assetmark, Inc
DECREASED42,88943,915-1,026-2%$6.3M$6.3M+$16.5K2026-10-21
Gilbert Capital Group, Inc.
INCREASED41,61941,527+92+0%$5.9M$6.1M+$170.8K2026-10-28
First Affirmative Financial Network
NEW41,169—+41,169——$6.0M—2026-10-21
Vise Technologies, Inc.
INCREASED39,45124,616+14,835+60%$3.5M$5.8M+$2.3M2026-10-29
True Blue Financial, LLC
INCREASED36,91630,923+5,993+19%$4.4M$5.4M+$993.3K2026-10-15
Columbia Bank
DECREASED36,38339,864-3,481-9%$5.7M$5.3M-$357.8K2026-10-29
Diversified Enterprises, LLC
INCREASED35,87735,137+740+2%$5.0M$5.2M+$241.3K2026-10-19
Neumann Capital Management, LLC
DECREASED34,96635,201-235-1%$5.0M$5.1M+$99.1K2026-10-15
McClarren Financial Advisors, Inc.
DECREASED34,35434,476-1220%$4.9M$5.0M+$112.8K2026-10-15
Bailard, Inc.
INCREASED33,42931,664+1,765+6%$4.5M$4.9M+$378.0K2026-10-13
Laurel Wealth Planning LLC
UNCHANGED33,39033,39000%$4.8M$4.9M+$126.5K2026-11-02
Cranbrook Wealth Management, LLC
DECREASED33,34034,699-1,359-4%$4.9M$4.9M-$67.2K2026-10-28
Pennsylvania Capital Management Inc
UNCHANGED31,14831,14800%$4.4M$4.6M+$118.1K2026-11-05
Childress Capital Advisors, LLC
DECREASED31,10132,101-1,000-3%$4.6M$4.5M-$24.5K2026-10-28
Forbes J M & Co LLP
INCREASED29,83229,548+284+1%$4.2M$4.4M+$153.5K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED29,09830,473-1,375-5%$4.4M$4.3M-$36.8K2026-10-13
Fifth Third Wealth Advisors LLC
UNCHANGED28,07128,07100%$4.0M$4.1M+$106.4K2026-10-22
Archer Investment Management, LLC
DECREASED26,53627,556-1,020-4%$3.9M$3.9M-$44.7K2026-10-13
Gibson Capital, LLC
UNCHANGED24,71524,71500%$3.5M$3.6M+$93.7K2026-10-23
Wealthcare Capital Management LLC
DECREASED24,43124,589-158-1%$3.5M$3.6M+$70.1K2026-10-21
Eley Financial Management, Inc
DECREASED23,99924,361-362-1%$3.5M$3.5M+$39.4K2026-11-03
Accredited Investors Inc.
INCREASED23,88023,591+289+1%$3.4M$3.5M+$131.7K2026-11-03
Horst & Graben Wealth Management LLC
DECREASED23,81125,928-2,117-8%$3.7M$3.5M-$210.0K2026-11-02
Lido Advisors, LLC
DECREASED23,55523,600-450%$3.4M$3.4M+$82.9K2026-11-04
Sapient Capital LLC
UNCHANGED23,38023,38000%$3.3M$3.4M+$88.6K2026-10-08
Stanich Group LLC
DECREASED22,98023,005-250%$3.3M$3.4M+$83.5K2026-10-16
Fingerlakes Wealth Management, Inc.
INCREASED22,84922,588+261+1%$3.2M$3.3M+$123.8K2026-11-04
Creekside Partners
DECREASED22,00824,488-2,480-10%$3.5M$3.2M-$269.7K2026-11-04
Schneider Downs Wealth Management Advisors, LP
UNCHANGED21,86321,86300%$3.1M$3.2M+$82.9K2026-10-27
Chicago Partners Investment Group LLC
DECREASED21,81522,509-694-3%$3.1M$3.2M+$61.0K2026-10-27
Sharkey, Howes & Javer
DECREASED20,92120,930-90%$3.0M$3.1M+$78.0K2026-10-22
Boston Trust Walden Corp
INCREASED20,65119,003+1,648+9%$2.7M$3.0M+$312.9K2026-10-30
Altfest L J & Co Inc
DECREASED20,53821,630-1,092-5%$3.1M$3.0M-$77.6K2026-10-27
Basso Capital Management, L.P.
INCREASED20,36420,139+225+1%$2.9M$3.0M+$109.2K2026-10-30
Farther Finance Advisors, LLC
INCREASED20,08716,669+3,418+21%$2.4M$2.9M+$562.9K2026-10-08
Keybank National Association
DECREASED20,07120,791-720-3%$3.0M$2.9M-$26.5K2026-11-04
Shepherd Financial Partners LLC
DECREASED20,06020,685-625-3%$2.9M$2.9M-$13.0K2026-11-03
BigSur Wealth Management LLC
UNCHANGED20,00020,00000%$2.8M$2.9M+$75.8K2026-10-13
Evergreen Capital Management LLC
DECREASED19,75022,042-2,292-10%$3.1M$2.9M-$251.5K2026-10-23
Arlington Financial Advisors, LLC
INCREASED19,50118,936+565+3%$2.7M$2.9M+$154.4K2026-10-19
HB Wealth Management, LLC
UNCHANGED19,22619,22600%$2.7M$2.8M+$72.9K2026-10-23
Modera Wealth Management, LLC
UNCHANGED18,98618,98600%$2.7M$2.8M+$72.0K2026-10-28
Cornerstone Wealth Management, LLC
DECREASED18,41218,416-40%$2.6M$2.7M+$69.2K2026-11-04
Revolve Wealth Partners, LLC
INCREASED17,75017,168+582+3%$2.4M$2.6M+$150.3K2026-10-23
SigFig Wealth Management, LLC
DECREASED17,36517,526-161-1%$2.5M$2.5M+$67.1K2026-10-07
Compass Financial Group, Inc. (Ohio)
DECREASED16,60722,154-5,547-25%$3.2M$2.4M-$727.0K2026-10-19
Bangor Savings Bank
UNCHANGED16,24316,24300%$2.3M$2.4M+$61.6K2026-10-06
Tempus Wealth Planning, LLC
INCREASED16,00414,726+1,278+9%$2.1M$2.3M+$242.7K2026-10-14
Allodium Investment Consultants, LLC
DECREASED15,90316,456-553-3%$2.3M$2.3M-$18.5K2026-10-14
WoodTrust Financial Corp
INCREASED15,53312,029+3,504+29%$1.7M$2.3K-$1.7M2026-10-09
CX Institutional
INCREASED14,95114,921+30+0%$2.1K$2.2K+$602026-10-02
Kingswood Wealth Advisors, LLC
INCREASED14,93612,175+2,761+23%$1.7M$2.2M+$449.9K2026-10-23
Vicus Capital
DECREASED14,73414,977-243-2%$2.1M$2.2M+$21.3K2026-11-05
Investors Research Corp
DECREASED14,67914,694-150%$2.1M$2.1M+$53.5K2026-10-07
PFG Advisors
DECREASED14,14014,270-130-1%$2.0M$2.1M+$35.0K2026-10-16
Concurrent Investment Advisors, LLC
DECREASED14,08916,050-1,961-12%$2.3M$2.1M-$225.8K2026-10-16
Great Diamond Partners, LLC
INCREASED13,28412,736+548+4%$1.8M$1.9M+$128.4K2026-10-13
White Lighthouse Investment Management Inc.
DECREASED13,16213,257-95-1%$1.9M$1.9M+$36.3K2026-10-21
Citizens Financial Group Inc
UNCHANGED12,90912,90900%$1.8M$1.9M+$49.0K2026-10-23
SAX Wealth Advisors, LLC
DECREASED12,51112,961-450-3%$1.6M$1.8M+$258.2K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED12,47712,149+328+3%$1.7M$1.8M+$93.9K2026-11-03
Financial Insights, Inc.
DECREASED12,24413,724-1,480-11%$2.0M$1.8M-$164.3K2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED12,17412,17400%$1.7M$1.8M+$46.1K2026-11-05
Sage Financial Group Inc
DECREASED12,10812,156-480%$1.7M$1.8M+$39.0K2026-10-27
Spire Wealth Management
DECREASED12,01613,849-1,833-13%$2.0M$1.8M-$215.5K2026-10-30
Bensler, LLC
DECREASED11,61111,975-364-3%$1.7M$1.7M-$7.8K2026-11-05
Apollon Wealth Management, LLC
DECREASED11,57813,575-1,997-15%$1.9M$1.7M-$240.5K2026-10-23
Boston Standard Wealth Management, LLC
INCREASED11,33711,312+25+0%$1.6M$1.7M+$47.4K2026-10-07
Sovran Advisors, LLC
DECREASED11,32911,417-88-1%$1.6M$1.7M+$78.1K2026-11-02
Focus Financial Network, Inc.
DECREASED10,92710,974-470%$1.6M$1.6M+$34.7K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED10,67110,612+59+1%$1.5M$1.6M+$48.8K2026-10-26
MGO One Seven LLC
INCREASED10,41110,289+122+1%$1.5M$1.5M+$56.9K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED10,35510,100+255+3%$1.4M$1.5M+$75.6K2026-10-21
Impact Investors, Inc
DECREASED10,13318,603-8,470-46%$2.6M$1.5M-$1.2M2026-11-02
RFG Advisory, LLC
INCREASED9,9069,868+38+0%$1.4M$1.4M+$43.0K2026-11-03
Main Street Group, LTD
UNCHANGED9,6349,63400%$1.4M$1.4M+$36.5K2026-10-28
Diversify Advisory Services, LLC
INCREASED9,2836,747+2,536+38%$928.3K$1.4M+$441.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,2836,747+2,536+38%$928.3K$1.4M+$441.3K2026-10-20
D.A. Davidson & Co.
INCREASED9,1999,072+127+1%$1.3M$1.3M+$52.9K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED9,0609,364-304-3%$1.3M$1.3M-$9.0K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED9,0429,488-446-5%$1.4M$1.3M-$29.3K2026-10-30
Wealth Management Partners, LLC
UNCHANGED8,7988,79800%$1.3M$1.3M+$33.3K2026-10-21
Citigroup Inc
INCREASED8,7548,491+263+3%$1.2M$1.3M+$70.6K2026-11-04
Bond & Devick Financial Network, Inc.
DECREASED8,7098,945-236-3%$1.3M$1.3M-$5972026-10-23
Dynamic Advisor Solutions LLC
INCREASED8,7058,668+37+0%$1.2M$1.3M+$38.3K2026-10-13
Romano Brothers and Company
DECREASED8,1208,235-115-1%$1.2M$1.2M+$14.4K2026-10-22
Hill Island Financial LLC
DECREASED8,08110,254-2,173-21%$1.5M$1.2M-$278.8K2026-10-20
Clean Yield Group
UNCHANGED8,0008,00000%$1.1M$1.2M+$30.3K2026-10-28
Mather Group, Llc.
DECREASED7,5648,177-613-7%$1.2M$1.1M-$58.6K2026-10-14
Tred Avon Family Wealth, LLC
DECREASED7,5427,874-332-4%$1.1M$1.1M-$18.7K2026-10-20
Acropolis Investment Management, LLC
DECREASED7,5047,528-240%$1.1M$1.1M+$25.0K2026-10-08
Harfst & Associates, Inc.
DECREASED7,3907,395-50%$1.1M$1.1M+$27.3K2026-10-20
Brookstone Capital Management
INCREASED7,3346,970+364+5%$992.5K$1.1M+$79.6K2026-10-22
BIP Wealth, LLC
UNCHANGED7,0657,06500%$1.0M$1.0M+$26.8K2026-10-22
AlphaCore Capital LLC
DECREASED7,0567,059-30%$1.0M$1.0M+$26.2K2026-11-04
Vontobel Holding Ltd.
DECREASED6,9207,359-439-6%$1.0M$1.0M-$36.3K2026-10-16
Acumen Wealth Advisors, LLC
DECREASED6,8887,232-344-5%$1.0M$1.0M-$22.9K2026-11-05
Principle Wealth Partners LLC
UNCHANGED6,8876,88700%$980.6K$1.0M+$26.1K2026-11-02
Willow Creek Wealth Management Inc.
INCREASED6,7626,738+24+0%$959.4K$988.5K+$29.0K2026-10-26
Zenith Solutions, Inc.
INCREASED6,6886,096+592+10%$867.9K$977.7K+$109.7K2026-10-19
FSA Wealth Partners, Inc.
NEW6,683—+6,683——$976.9K—2026-10-26
Advisory Solutions Group, LLC
DECREASED6,6816,827-146-2%$972.2K$976.6K+$4.4K2026-10-14
Wealth Advisory Team LLC
INCREASED6,6606,645+15+0%$946.1K$973.5K+$27.4K2026-11-05
BAR Harbor Wealth Management
DECREASED6,5506,564-140%$934.6K$957.5K+$22.8K2026-10-21
Old Second National Bank of Aurora
UNCHANGED6,5116,51100%$927.1K$951.8K+$24.7K2026-10-22
First Horizon Corp
DECREASED6,4797,116-637-9%$1.0M$947.1K-$66.1K2026-10-26
Halter Ferguson Financial Inc.
UNCHANGED6,4696,46900%$921.1K$945.6K+$24.5K2026-10-21
Canandaigua National Bank & Trust Co
INCREASED6,2655,840+425+7%$831.6K$915.8K+$84.3K2026-10-07
Peak Financial Management, Inc.
DECREASED6,1666,191-250%$881.5K$901.3K+$19.8K2026-10-16
Zevenbergen Capital Investments LLC
UNCHANGED6,0756,07500%$865.0K$888.0K+$23.0K2026-10-08
Birchwood Financial Partners, Inc.
INCREASED6,0005,977+23+0%$851.0K$877.1K+$26.1K2026-11-02
Atria Investments, Inc
DECREASED5,9906,220-230-4%$885.7K$875.6K-$10.0K2026-10-15
Mission Wealth Management, LP
DECREASED5,9776,502-525-8%$925.8K$873.7K-$52.1K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED5,9676,156-189-3%$876.5K$872.3K-$4.2K2026-11-04
Meridian Wealth Management, LLC
INCREASED5,9465,932+14+0%$844.7K$869.2K+$24.5K2026-11-05
Golden State Wealth Management, LLC
DECREASED5,8896,000-111-2%$854.3K$860.9K+$6.6K2026-11-02
First Pacific Financial
DECREASED5,8456,059-214-4%$862.7K$854.5K-$8.2K2026-10-14
RCS Financial Planning, LLC
INCREASED5,8115,324+487+9%$758.1K$849.5K+$91.4K2026-10-14
Harbor Asset Planning, Inc.
INCREASED5,6985,686+12+0%$809.6K$832.9K+$23.3K2026-10-23
Lifelong Wealth Advisors, Inc.
DECREASED5,6786,222-544-9%$886.0K$830.0K-$55.9K2026-10-19
Midwest Trust Co
DECREASED5,6485,651-30%$804.6K$825.6K+$21.0K2026-10-22
Brooklyn FI, LLC
INCREASED5,6375,390+247+5%$757.3K$816.8K+$59.5K2026-11-05
Wealth Analytics Partners, LLC
DECREASED5,6115,763-152-3%$820.0K$820.2K+$1992026-10-19
Ledyard National Bank
UNCHANGED5,5845,58400%$795.1K$816.3K+$21.2K2026-10-21
Elyxium Wealth, LLC
INCREASED5,5795,568+11+0%$792.8K$815.6K+$22.8K2026-10-27
Marathon Wealth Advisors LLC
INCREASED5,3135,307+6+0%$755.7K$776.7K+$21.0K2026-11-04
Kathmere Capital Management, LLC
UNCHANGED5,2365,23600%$745.6K$765.4K+$19.8K2026-10-20
Finley Financial, LLC
DECREASED5,2255,260-35-1%$749.0K$766.6K+$17.6K2026-10-28
Rede Wealth, LLC
DECREASED5,1785,273-95-2%$750.8K$756.9K+$6.1K2026-10-22
Prism Advisors, Inc.
DECREASED5,1725,749-577-10%$818.6K$767.5K-$51.1K2026-10-09
S.A. Mason LLC
INCREASED5,1615,153+8+0%$733.7K$754.4K+$20.7K2026-10-13
Burns J W & Co Inc
DECREASED5,1605,185-250%$738.3K$754.3K+$16.0K2026-10-20
Navigation Group, LLC
INCREASED5,1305,088+42+1%$724.5K$749.8K+$25.3K2026-10-28
Montecito Bank & Trust
UNCHANGED5,0985,09800%$725.9K$745.2K+$19.3K2026-10-01
Mesirow Financial Investment Management, Inc.
INCREASED5,0495,038+11+0%$717.4K$738.1K+$20.7K2026-11-05
Sigma Planning Corp
INCREASED5,0195,017+2+0%$714.4K$733.7K+$19.2K2026-10-23
Johnson Bixby & Associates, LLC
INCREASED4,9054,478+427+10%$637.6K$717.0K+$79.4K2026-10-14
Traphagen Investment Advisors LLC
INCREASED4,9024,809+93+2%$684.7K$716.6K+$31.9K2026-10-14
Hoxton Planning & Management, LLC
INCREASED4,8974,848+49+1%$690.3K$715.8K+$25.5K2026-10-15
One Wealth Capital Management, LLC
DECREASED4,8456,569-1,724-26%$935.4K$708.2K-$227.1K2026-10-23
Altus Wealth Group LLC
UNCHANGED4,8244,82400%$686.9K$705.2K+$18.3K2026-10-20
CoreCap Advisors, LLC
DECREASED4,7524,945-193-4%$704.1K$694.7K-$9.4K2026-10-08
Oarsman Capital, Inc.
INCREASED4,7344,730+4+0%$673.5K$691.9K+$18.4K2026-11-05
StoneX Group Inc.
INCREASED4,5441,640+2,904+177%$233.5K$653.2K+$419.7K2026-11-03
Bigelow Investment Advisors, LLC
DECREASED4,4684,614-146-3%$657.0K$653.2K-$3.9K2026-10-13
West Financial Advisors, LLC
DECREASED4,4574,463-60%$635.5K$651.5K+$16.0K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED4,3654,430-65-1%$630.8K$638.1K+$7.3K2026-10-13
LWM Advisors Inc
UNCHANGED4,3524,35200%$619.7K$636.2K+$16.5K2026-10-08
Cornerstone Planning Group LLC
DECREASED4,2774,324-47-1%$607.5K$638.3K+$30.8K2026-10-16
Magnus Financial Group LLC
DECREASED4,2354,399-164-4%$626.4K$619.1K-$7.4K2026-10-21
Parsons Capital Management Inc
DECREASED4,2334,327-94-2%$616.1K$618.8K+$2.7K2026-10-28
Verus Capital Partners, LLC
INCREASED4,1723,751+421+11%$534.1K$609.9K+$75.8K2026-11-03
Wesbanco Bank Inc
DECREASED4,0044,117-113-3%$586.2K$585.3K-$9142026-11-04
Rockingstone Advisors LLC
UNCHANGED3,9913,99100%$568.3K$583.4K+$15.1K2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED3,9283,92800%$559.3K$574.2K+$14.9K2026-10-27
KFA Private Wealth Group, LLC
DECREASED3,8913,929-38-1%$559.6K$568.9K+$9.3K2026-10-07
Rossmore Private Capital
UNCHANGED3,8683,86800%$550.7K$565.4K+$14.7K2026-10-27
Trust Co of Vermont
UNCHANGED3,8013,80100%$541.2K$555.6K+$14.4K2026-10-21
Carret Asset Management, LLC
UNCHANGED3,8003,80000%$541.1K$555.5K+$14.4K2026-11-04
Onyx Bridge Wealth Group LLC
UNCHANGED3,7463,74600%$533.4K$547.6K+$14.2K2026-10-16
Ulland Investment Advisors, LLC
DECREASED3,7303,875-145-4%$552$545-$72026-10-13
TrinityBridge Ltd
UNCHANGED3,7153,71500%$529.0K$543-$528.5K2026-10-30
Landaas & Co
INCREASED3,6963,689+7+0%$525.2K$540.3K+$15.0K2026-10-29
West Wealth Group, LLC
INCREASED3,6643,554+110+3%$506.2K$535.6K+$29.4K2026-10-14
Walkner Condon Financial Advisors LLC
UNCHANGED3,6573,65700%$520.7K$534.6K+$13.9K2026-11-02
Hengehold Capital Management LLC
DECREASED3,6373,905-268-7%$556.0K$531.6K-$24.4K2026-10-16
Tennessee Valley Asset Management Partners
INCREASED3,6123,591+21+1%$511.3K$528.0K+$16.7K2026-11-03
Envision Financial LLC
INCREASED3,5833,567+16+0%$508.0K$523.7K+$15.8K2026-10-15
Myecfo, LLC
UNCHANGED3,5003,50000%$498.4K$511.6K+$13.3K2026-10-14
Beacon Financial Group
INCREASED3,4803,392+88+3%$483.0K$508.7K+$25.7K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED3,4774,052-575-14%$577.0K$508.3K-$68.7K2026-10-05
W.H. Cornerstone Investments Inc.
INCREASED3,4443,437+7+0%$489.3K$503.5K+$14.2K2026-11-03
GC Wealth Management RIA, LLC
INCREASED3,4212,548+873+34%$362.8K$500.1K+$137.3K2026-11-02
Well Done, LLC
DECREASED3,3933,454-61-2%$491.8K$496.0K+$4.2K2026-10-20
Birch Hill Investment Advisors LLC
INCREASED3,3843,299+85+3%$469.7K$494.7K+$24.9K2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED3,3643,575-211-6%$509.0K$491.8K-$17.3K2026-10-20
Heck Capital Advisors, LLC
DECREASED3,3633,367-40%$479.4K$491.6K+$12.2K2026-10-14
TruNorth Capital Management, LLC
UNCHANGED3,3493,34900%$476.8K$489.5K+$12.7K2026-10-14
Maia Wealth LLC
INCREASED3,3332,864+469+16%$407.8K$487.2K+$79.4K2026-10-19
Traveka Wealth, LLC
DECREASED3,3213,360-39-1%$478.4K$485.5K+$7.0K2026-10-19
Essential Planning, Llc.
DECREASED3,2763,360-84-2%$478.4K$478.9K+$5802026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED3,2563,261-50%$464.3K$475.9K+$11.6K2026-10-29
Ascent Group, LLC
DECREASED3,2483,251-30%$462.9K$474.8K+$11.9K2026-10-30
Yankcom Partnership
UNCHANGED3,2033,20300%$456.1K$468.2K+$12.1K2026-10-15
May Hill Capital, LLC
UNCHANGED3,1973,19700%$455.2K$467.3K+$12.1K2026-11-03
MRA Advisory Group
INCREASED3,1823,127+55+2%$445.3K$465.1K+$19.9K2026-10-07
Rossby Financial, LCC
INCREASED3,1812,269+912+40%$323.1K$465.0K+$141.9K2026-11-05
Jnba Financial Advisors
DECREASED3,1393,244-105-3%$461.9K$458.8K-$3.1K2026-11-03
Bestgate Wealth Advisors, LLC
NEW3,132—+3,132——$457.9K—2026-10-13
TrustBank
UNCHANGED3,1153,11500%$443.5K$455.4K+$11.8K2026-10-20
WBH Advisory Inc
INCREASED3,1063,052+54+2%$434.6K$454.0K+$19.5K2026-11-05
MBE Wealth Management, LLC
DECREASED3,0693,135-66-2%$446.4K$448.6K+$2.2K2026-10-26
AdvisorNet Financial, Inc
DECREASED3,0594,566-1,507-33%$650.2K$450.1K-$200.0K2026-10-15
Capital Asset Advisory Services LLC
DECREASED3,0323,280-248-8%$467.1K$442.0K-$25.1K2026-10-30
Sterling Investment Advisors, Ltd.
UNCHANGED3,0003,00000%$427.2K$438.5K+$11.4K2026-10-27
Strategic Blueprint, LLC
DECREASED2,9763,075-99-3%$437.9K$435.0K-$2.8K2026-10-22
Cypress Wealth Services, LLC
INCREASED2,9692,912+57+2%$414.7K$445.7K+$31.0K2026-10-21
Absolute Capital Management, LLC
INCREASED2,9662,956+10+0%$421.0K$433.6K+$12.6K2026-10-16
Midland Wealth Advisors, LLC
DECREASED2,9583,115-157-5%$443.5K$432.4K-$11.1K2026-10-26
Guardian Financial Partners, LLC
NEW2,955—+2,955——$432.0K—2026-11-04
Erickson Financial Group, LLC
INCREASED2,9162,910+6+0%$414.4K$426.3K+$11.9K2026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED2,8712,87100%$408.8K$419.7K+$10.9K2026-10-23
Bison Wealth, LLC
DECREASED2,8352,852-17-1%$406.5K$422.5K+$16.1K2026-10-13
Sage Capital Management, LLC
UNCHANGED2,8352,83500%$403.7K$414.5K+$10.7K2026-10-20
Trilogy Capital Inc.
DECREASED2,8322,899-67-2%$412.8K$414.0K+$1.2K2026-10-20
JB Capital LLC
INCREASED2,8212,590+231+9%$368.8K$412.4K+$43.6K2026-10-19
Allstreet Capital Advisors LLC
UNCHANGED2,7662,76600%$393.9K$404.4K+$10.5K2026-11-04
Oxler Private Wealth LLC
INCREASED2,7022,696+6+0%$383.9K$395.0K+$11.1K2026-10-21
Old National Bancorp
UNCHANGED2,6942,69400%$383.6K$393.8K+$10.2K2026-10-20
Arbor Investment Advisors, LLC
DECREASED2,6412,781-140-5%$396.0K$386.1K-$9.9K2026-10-26
Beacon Financial Advisory LLC
INCREASED2,5842,443+141+6%$347.9K$377.7K+$29.8K2026-10-16
Goldstein Advisors, LLC
DECREASED2,5822,611-29-1%$371.8K$377.4K+$5.7K2026-10-15
Bedminster, LLC
UNCHANGED2,5702,57000%$365.9K$375.7K+$9.7K2026-11-04
Gen-Wealth Partners Inc
DECREASED2,5612,843-282-10%$404.8K$374.4K-$30.4K2026-11-04
Investment Partners, Ltd.
NEW2,550—+2,550——$372.8K—2026-10-29
ASL Financial, LLC
UNCHANGED2,5002,50000%$356.0K$365.5K+$9.5K2026-10-15
Ddfg, Inc
INCREASED2,4282,423+5+0%$345.0K$355.0K+$10.0K2026-10-15
Pinnacle Associates LTD
INCREASED2,4222,292+130+6%$326.4K$354.0K+$27.7K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,4022,40200%$342.0K$351.1K+$9.1K2026-10-23
Avior Wealth Management, LLC
DECREASED2,3892,675-286-11%$380.8K$349.2K-$31.6K2026-10-13
Ridgecrest Wealth Partners, LLC
INCREASED2,3872,038+349+17%$290.2K$348.9K+$58.7K2026-10-19
Urban Wealth Management, LLC
DECREASED2,3772,514-137-5%$358.0K$347.5K-$10.5K2026-10-21
Blume Capital Management, Inc.
UNCHANGED2,3502,35000%$334.6K$343.5K+$8.9K2026-10-26
Simplicity Wealth,LLC
NEW2,280—+2,280——$333.3K—2026-10-23
New Covenant Trust Company, N.A.
UNCHANGED2,2562,25600%$321.2K$329.8K+$8.6K2026-10-08
Ethic Inc.
UNCHANGED2,2462,24600%$319.8K$328.3K+$8.5K2026-11-03
Financial Planning Hawaii, Inc.
UNCHANGED2,2322,23200%$317.8K$326.3K+$8.5K2026-10-13
Kestra Investment Management, LLC
INCREASED2,2242,208+16+1%$314.5K$325.0K+$10.6K2026-11-04
CRA Financial Services, LLC
UNCHANGED2,1932,19300%$312.3K$320.6K+$8.3K2026-10-16
Ascentis Independent Advisors
NEW2,176—+2,176——$318.1K—2026-11-03
Prentiss Smith & Co Inc
UNCHANGED2,1682,16800%$308.7K$316.9K+$8.2K2026-10-27
Weaver Consulting Group
UNCHANGED2,1602,16000%$307.6K$315.7K+$8.2K2026-10-07
Snider Financial Group
UNCHANGED2,1552,15500%$306.9K$315.0K+$8.2K2026-10-16
JSF Financial, LLC
INCREASED2,1022,039+63+3%$290.3K$307.2K+$16.9K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED2,0962,816-720-26%$401.0K$306.4K-$94.6K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,0821,952+130+7%$277.9K$304.3K+$26.4K2026-10-23
Elmwood Wealth Management, Inc.
UNCHANGED2,0742,07400%$295.4K$303.2K+$7.9K2026-10-14
Koenig Investment Advisory, LLC
INCREASED2,0532,051+2+0%$292.1K$300.1K+$8.1K2026-10-09
Concord Wealth Partners
DECREASED2,0472,118-71-3%$301.6K$299.2K-$2.3K2026-11-02
Old Port Advisors
UNCHANGED2,0372,03700%$290.0K$297.8K+$7.7K2026-10-23
Braun-Bostich & Associates Inc.
DECREASED2,0172,043-26-1%$290.9K$294.8K+$3.9K2026-10-20
Soltis Investment Advisors LLC
NEW1,991—+1,991——$291.0K—2026-10-28
Insight Wealth Strategies, LLC
UNCHANGED1,9861,98600%$282.2K$290.3K+$8.2K2026-10-09
PW Nova Financial Services LLC
UNCHANGED1,9811,98100%$282.1K$289.6K+$7.5K2026-10-15
Concord Asset Management, LLC
DECREASED1,9651,995-30-1%$284.1K$287.3K+$3.2K2026-11-02
Vericrest Private Wealth
UNCHANGED1,9541,95400%$278.2K$285.6K+$7.4K2026-10-21
Buttonwood Financial Group, LLC
DECREASED1,9481,974-26-1%$281.1K$292.4K+$11.3K2026-10-16
TSG Advice Partners, LLC
NEW1,894—+1,894——$269.6K—2026-10-29
Tritonpoint Wealth, LLC
UNCHANGED1,8901,89000%$269.1K$276.3K+$7.2K2026-10-19
Cove Private Wealth, LLC
UNCHANGED1,8661,86600%$265.7K$272.8K+$7.1K2026-10-28
4Thought Financial Group Inc.
DECREASED1,8641,894-30-2%$269.7K$272.4K+$2.7K2026-11-02
Frederick Financial Consultants, LLC
UNCHANGED1,8641,86400%$265.4K$272.5K+$7.1K2026-10-29
Wedbush Securities Inc
DECREASED1,8461,859-13-1%$265.0K$270-$264.7K2026-10-22
Capital Advantage, Inc.
DECREASED1,8261,857-31-2%$264.5K$267.0K+$2.5K2026-10-14
Creative Capital Management Investments LLC
UNCHANGED1,8191,81900%$259.0K$265.9K+$6.9K2026-10-28
Colorado Capital Management, Inc.
UNCHANGED1,7981,79800%$256$263+$72026-10-15
Smith & Howard Wealth Management, LLC
DECREASED1,7581,861-103-6%$265.0K$257.0K-$8.0K2026-10-27
Centurion Wealth Management LLC
INCREASED1,7531,682+71+4%$239.6K$256.3K+$16.8K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED1,7201,796-76-4%$255.7K$251.4K-$4.3K2026-11-02
Ehrlich Financial Group
NEW1,703—+1,703——$248.9K—2026-10-20
Roof Eidam Maycock Peralta, LLC
UNCHANGED1,7001,70000%$242.1K$248.5K+$6.4K2026-10-15
Capital Advisors Wealth Management, LLC
UNCHANGED1,6601,66000%$236.3K$242.6K+$6.3K2026-10-09
Northland Securities, Inc.
UNCHANGED1,6471,64700%$234.5K$240.8K+$6.2K2026-11-02
Howland Capital Management LLC
UNCHANGED1,6301,63000%$232.1K$238.3K+$6.2K2026-10-22
Integrity Alliance, Llc.
NEW1,626—+1,626——$237.7K—2026-10-29
Blvd Private Wealth, LLC
DECREASED1,6121,619-70%$230.5K$235.6K+$5.1K2026-10-14
CFS Investment Advisory Services, LLC
DECREASED1,5951,617-22-1%$228.7K$239.4K+$10.7K2026-10-19
Flagship Private Wealth, LLC
INCREASED1,5941,592+2+0%$226.7K$233.1K+$6.4K2026-11-05
1900 Wealth Management LLC
UNCHANGED1,5841,58400%$225.5K$231.5K+$6.0K2026-10-13
Csenge Advisory Group
NEW1,577—+1,577——$230.5K—2026-11-04
Sterling Manor Financial, LLC
NEW1,561—+1,561——$228.2K—2026-10-21
Williams Financial, LLC
DECREASED1,5501,768-218-12%$251.7K$226.5K-$25.1K2026-10-19
Brighton Jones LLC
NEW1,534—+1,534——$224.3K—2026-11-03
Firestone Capital Management
UNCHANGED1,5061,50600%$214.4K$220.1K+$5.7K2026-11-03
Uptick Partners, LLC
DECREASED1,5021,543-41-3%$219.7K$219.6K-$1462026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED1,4941,491+3+0%$212.3K$218.5K+$6.1K2026-10-13
Baron Financial Group, LLC
UNCHANGED1,4651,46500%$208.6K$214.2K+$5.6K2026-10-09
LVZ, Inc.
DECREASED1,4481,453-50%$206.9K$211.7K+$4.8K2026-10-20
APS Management Group, Inc.
INCREASED1,4161,414+2+0%$201.4K$207.0K+$5.6K2026-10-14
Bath Savings Trust Co
NEW1,390—+1,390——$203.2K—2026-10-07
Saxon Interests, Inc.
NEW1,381—+1,381——$201.9K—2026-10-26
Weatherly Asset Management L. P.
NEW1,375—+1,375——$201.0K—2026-10-20
MCF Advisors LLC
UNCHANGED1,3711,37100%$195.2K$200.4K+$5.2K2026-10-28
DeDora Capital, Inc.
NEW1,320—+1,320——$192.9K—2026-10-26
Portfolio Resources Advisor Group, Inc.
INCREASED1,2371,187+50+4%$169.0K$180.8K+$11.8K2026-10-20
Parkside Financial Bank & Trust
UNCHANGED1,2301,23000%$175.1K$179.8K+$4.7K2026-10-27
JFS Wealth Advisors, LLC
DECREASED1,2271,296-69-5%$184.5K$179.4K-$5.2K2026-11-03
Montag A & Associates Inc
NEW1,200—+1,200——$175.4K—2026-10-29
Caldwell Trust Co
UNCHANGED1,2001,20000%$170.9K$175.4K+$4.5K2026-10-30
Princeton Global Asset Management LLC
UNCHANGED1,1481,14800%$163.5K$167.8K+$4.4K2026-10-21
KBC Group NV
DECREASED1,1311,199-68-6%$171.0K$165-$170.8K2026-10-22
Financial Perspectives, Inc
INCREASED1,0931,091+2+0%$155.3K$159.8K+$4.5K2026-11-03
Westside Investment Management, Inc.
DECREASED1,0001,355-355-26%$192.9K$146.2K-$46.8K2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED96096000%$136.7K$140.3K+$3.6K2026-10-23
Larson Financial Group LLC
INCREASED930916+14+2%$130.5K$135.9K+$5.5K2026-11-05
Parallel Advisors, LLC
INCREASED919884+35+4%$126.0K$134.3K+$8.3K2026-11-03
Physician Wealth Advisors, Inc.
DECREASED882918-36-4%$130.7K$128.9K-$1.8K2026-10-20
Asset Dedication, LLC
DECREASED695716-21-3%$102.0K$101.6K-$3562026-11-03
Evolution Wealth Management Inc.
DECREASED669925-256-28%$131.7K$97.8K-$33.9K2026-10-28
Pittenger & Anderson Inc
UNCHANGED64564500%$91.8K$94.3K+$2.4K2026-11-02
Private Trust Co NA
UNCHANGED60660600%$86.3K$88.6K+$2.3K2026-10-20
Salomon & Ludwin, LLC
INCREASED587541+46+9%$76.9K$85.8K+$8.9K2026-10-29
Adirondack Trust Co
UNCHANGED53953900%$76.7K$78.8K+$2.0K2026-10-14
Bank of New Hampshire
UNCHANGED51051000%$72.6K$74.6K+$1.9K2026-10-06
Creative Financial Designs Inc
DECREASED471480-9-2%$68.3K$68.9K+$5042026-11-04
Moisand Fitzgerald Tamayo, LLC
UNCHANGED46146100%$65.6K$67.4K+$1.7K2026-10-15
Archer Investment Corp
UNCHANGED44544500%$63.4K$65.1K+$1.7K2026-11-05
Triumph Capital Management
UNCHANGED41941900%$59.7K$61.2K+$1.6K2026-10-14
Buck Wealth Strategies, LLC
INCREASED402265+137+52%$37.7K$58.7K+$21.0K2026-10-28
Eastern Bank
UNCHANGED35635600%$50.7K$52.0K+$1.3K2026-10-05
IFP Advisors, Inc
DECREASED342352-10-3%$50.1K$50.0K-$1272026-10-16
Birch Financial Group, LLC
NEW337—+337——$49.3K—2026-10-27
Downshift Financial, LLC
UNCHANGED31331300%$44.6K$45.8K+$1.2K2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED29629600%$42.1K$43.4K+$1.4K2026-10-16
Kennebec Savings Bank
INCREASED260202+58+29%$28.8K$38.0K+$9.2K2026-10-22
First Bancorp, Inc
UNCHANGED25625600%$36.5K$37.4K+$9702026-10-26
Legacies Wealth LLC
UNCHANGED25625600%$36.5K$37.4K+$9702026-11-02
Signaturefd, LLC
UNCHANGED15315300%$21.7K$22.4K+$6292026-10-23
Elevation Wealth Partners, LLC
UNCHANGED15015000%$21.4K$21.9K+$5682026-10-07
West Branch Capital LLC
NEW144—+144——$21.1K—2026-10-20
Evermay Wealth Management LLC
UNCHANGED13013000%$18.5K$19.0K+$4932026-11-05
Sunrise Financial Services, LLC
UNCHANGED11811800%$16.8K$17.2K+$4472026-10-21
Hanson & Doremus Investment Management
UNCHANGED10510500%$15.0K$15-$15.0K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED969600%$13.7K$14.0K+$3642026-10-15
Phillip James Consulting Co.
NEW88—+88——$12.9K—2026-11-03
Lodestone Wealth Management LLC
INCREASED5150+1+2%$7.2K$7.4K+$2082026-10-14
Latitude Advisors, LLC
NEW50—+50——$7.3K—2026-10-27
Decker Retirement Planning Inc.
DECREASED319,910-9,879-100%$1.4M$4.5K-$1.4M2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED242400%$3.4K$3.5K+$912026-10-23
Key Capital Management, Inc
DECREASED2224-2-8%$3.4K$3.2K-$2012026-11-03
Gamma Investing LLC
NEW20—+20——$2.9K—2026-10-08
American Capital Advisory, LLC
UNCHANGED6600%$855$878+$232026-10-28
Your Advocates Ltd., LLP
INCREASED21+1+100%$199$351+$1522026-11-03
Signature Resources Capital Management, LLC
UNCHANGED1100%$142$146+$42026-10-16
Axxcess Wealth Management, LLC
CLOSED03,280-3,280-100%$467.1K$0-$467.1K2026-10-21
Blue Zone Wealth Advisors, LLC
CLOSED03,026-3,026-100%$430.9K$0-$430.9K2026-10-19
Lodestar Private Asset Management LLC
CLOSED01,560-1,560-100%$222.1K$0-$222.1K2026-10-26
Atlatl Advisers LLC
CLOSED0645-645-100%$91.8K$0-$91.8K2026-10-22
NBT Bank, N.A.
CLOSED0212-212-100%$30.2K$0-$30.2K2026-10-21
Commonwealth Retirement Investments LLC
CLOSED0204-204-100%$29.0K$0-$29.0K2026-10-26
Founders Capital Management
CLOSED089-89-100%$12.7K$0-$12.7K2026-10-13
LifeSteps Financial, Inc.
CLOSED040-40-100%$5.7K$0-$5.7K2026-10-15
International Assets Investment Management, LLC
CLOSED030-30-100%$4.3K$0-$4.3K2026-11-02
Tucker Asset Management LLC
CLOSED020-20-100%$2.8K$0-$2.8K2026-10-29
Tsfg, LLC
CLOSED06-6-100%$1$0-$12026-10-23
Morgan Stanley
N/A—4,231,965-4,231,965-100%$602.6M———
Envestnet Asset Management Inc
N/A—1,741,833-1,741,833-100%$248.0M———
Bank of America Corp
N/A—1,405,229-1,405,229-100%$200.1M———
LPL Financial LLC
N/A—1,229,365-1,229,365-100%$175.0M———
JPMorgan Chase & Co
N/A—1,156,395-1,156,395-100%$163.1M———
Ameriprise Financial Inc
N/A—797,286-797,286-100%$117.1M———
IMA Advisory Services, Inc.
N/A—444,726-444,726-100%$63.0M———
UBS Group AG
N/A—407,533-407,533-100%$58.0M———
Betterment LLC
N/A—337,922-337,922-100%$48.1M———
Mariner, LLC
N/A—335,917-335,917-100%$47.8M———
US Bancorp \de\
N/A—322,658-322,658-100%$45.9M———
Envestnet Portfolio Solutions, Inc.
N/A—318,940-318,940-100%$45.4M———
Rockefeller Capital Management L.P.
N/A—302,319-302,319-100%$43.0M———
Goldman Sachs Group Inc
N/A—298,963-298,963-100%$42.6M———
SEI Investments Co
N/A—280,073-280,073-100%$39.9M———
Northstar Asset Management Inc
N/A—279,901-279,901-100%$39.9M———
Global Retirement Partners, LLC
N/A—221,547-221,547-100%$31.5M———
Wells Fargo & Company
N/A—214,635-214,635-100%$30.6M———
Cetera Investment Advisers
N/A—204,758-204,758-100%$29.2M———
Captrust Financial Advisors
N/A—177,439-177,439-100%$25.3M———
Raymond James Financial Inc
N/A—176,795-176,795-100%$25.2M———
Osaic Holdings, Inc.
N/A—174,483-174,483-100%$24.8M———
Cerity Partners LLC
N/A—163,637-163,637-100%$23.3M———
Royal Bank of Canada
N/A—160,692-160,692-100%$22.9M———
National Philanthropic Trust
N/A—148,426-148,426-100%$21.1M———
Beacon Pointe Advisors, LLC
N/A—146,353-146,353-100%$20.8M———
Ameritas Advisory Services, LLC
N/A—146,299-146,299-100%$20.8M———
Focus Partners Wealth
N/A—137,461-137,461-100%$19.6M———
Fiduciary Trust Co
N/A—129,159-129,159-100%$18.4M———
Johnson Financial Group, Inc.
N/A—111,675-111,675-100%$15.9M———
MML Investors Services, LLC
N/A—103,448-103,448-100%$14.7M———
PFG Investments, LLC
N/A—97,760-97,760-100%$13.9M———
HighTower Advisors, LLC
N/A—96,438-96,438-100%$13.7M———
Mercer Global Advisors Inc
N/A—94,728-94,728-100%$13.5M———
Francis Financial, Inc.
N/A—90,492-90,492-100%$12.9M———
Natural Investments, LLC
N/A—88,429-88,429-100%$12.6M———
Private Advisor Group, LLC
N/A—85,793-85,793-100%$12.2M———
Trillium Asset Management, LLC
N/A—70,793-70,793-100%$10.1M———
Fifth Third Bancorp
N/A—70,077-70,077-100%$10.0M———
SCS Capital Management LLC
N/A—69,138-69,138-100%$9.8M———
Janney Montgomery Scott LLC
N/A—68,173-68,173-100%$9.7M———
Bank of Montreal
N/A—64,692-64,692-100%$9.2M———
Composition Wealth, LLC
N/A—63,094-63,094-100%$9.0M———
Brio Consultants, LLC
N/A—62,504-62,504-100%$8.9M———
ST Germain D J Co Inc
N/A—62,499-62,499-100%$8.9M———
Allianz SE
N/A—61,222-61,222-100%$8.7M———
Integrated Wealth Concepts LLC
N/A—56,840-56,840-100%$8.1M———
Headinvest, LLC
N/A—54,789-54,789-100%$7.8M———
Advisory Services Network, LLC
N/A—54,735-54,735-100%$7.8M———
PNC Financial Services Group, Inc.
N/A—50,722-50,722-100%$7.2M———
Stifel Financial Corp
N/A—46,578-46,578-100%$6.6M———
NewEdge Advisors, LLC
N/A—44,834-44,834-100%$6.4M———
Dunhill Financial, LLC
N/A—44,668-44,668-100%$6.4M———
Avise Financial Cooperative, Inc.
N/A—40,390-40,390-100%$5.8M———
Susquehanna International Group, LLP
N/A—39,487-39,487-100%$5.6M———
Jones Financial Companies Lllp
N/A—38,643-38,643-100%$5.4M———
Wealthfront Advisers LLC
N/A—36,839-36,839-100%$5.2M———
One Wealth Advisors, LLC
N/A—36,755-36,755-100%$5.2M———
Erste Asset Management GmbH
N/A—36,621-36,621-100%$4.5M———
Moment Partners, LLC
N/A—36,426-36,426-100%$5.2M———
GeoWealth Management, LLC
N/A—33,636-33,636-100%$4.8M———
&partners
N/A—33,404-33,404-100%$4.8M———
SageView Advisory Group, LLC
N/A—32,487-32,487-100%$4.6M———
FMR LLC
N/A—30,371-30,371-100%$4.3M———
Merit Financial Group, LLC
N/A—29,530-29,530-100%$4.2M———
Franklin Resources Inc
N/A—29,053-29,053-100%$4.1M———
United Capital Financial Advisors, LLC
N/A—28,901-28,901-100%$4.1M———
BBR Partners, LLC
N/A—28,552-28,552-100%$4.1M———
Pitcairn Wealth Advisors LLC
N/A—28,513-28,513-100%$4.1M———
Equitable Holdings, Inc.
N/A—28,329-28,329-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—27,938-27,938-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—26,397-26,397-100%$3.8M———
Sanctuary Advisors, LLC
N/A—26,144-26,144-100%$3.7M———
Wealthspire Advisors, LLC
N/A—23,703-23,703-100%$3.4M———
Orion Porfolio Solutions, LLC
N/A—23,594-23,594-100%$3.4M———
Quantinno Capital Management LP
N/A—23,105-23,105-100%$3.3M———
Topel & Distasi Wealth Management, LLC
N/A—22,656-22,656-100%$3.2M———
Allworth Financial LP
N/A—21,272-21,272-100%$3.0M———
Brown Advisory Inc
N/A—21,025-21,025-100%$3.0M———
Blair William & Co
N/A—20,417-20,417-100%$2.9M———
Modern Wealth Management, LLC
N/A—19,785-19,785-100%$2.8M———
Waverly Advisors, LLC
N/A—19,346-19,346-100%$2.8M———
EP Wealth Advisors, LLC
N/A—19,027-19,027-100%$2.7M———
Cresset Asset Management, LLC
N/A—18,412-18,412-100%$2.6M———
Snowden Capital Advisors LLC
N/A—17,561-17,561-100%$2.5M———
Topsail Wealth Management, LLC
N/A—17,504-17,504-100%$2.5M———
Davis Wealth Advisors, LLC
N/A—16,481-16,481-100%$2.3M———
NewEdge Wealth, LLC
N/A—16,432-16,432-100%$2.3M———
Hilltop Holdings Inc.
N/A—15,928-15,928-100%$2.3M———
Colter Lewis Investment Partners LLC
N/A—15,515-15,515-100%$2.2M———
CIBC Bancorp USA Inc.
N/A—15,041-15,041-100%$2.1M———
Sequoia Financial Advisors, LLC
N/A—14,238-14,238-100%$2.0M———
HRT Financial LP
N/A—14,027-14,027-100%$2.0M———
Mmbg Investment Advisors Co.
N/A—13,785-13,785-100%$2.0M———
1015 Capital Partners, LLC
N/A—13,580-13,580-100%$1.9M———
HighPoint Advisor Group LLC
N/A—13,534-13,534-100%$1.9M———
Ameritas Investment Partners, Inc.
N/A—13,254-13,254-100%$1.9M———
Savvy Advisors, Inc.
N/A—13,227-13,227-100%$1.9M———
Continuum Advisory, LLC
N/A—12,958-12,958-100%$1.8M———
Baker Avenue Asset Management, LP
N/A—12,865-12,865-100%$1.8M———
WHI Trust Co LLC
N/A—12,280-12,280-100%$1.7M———
Focus Partners Advisor Solutions, LLC
N/A—12,068-12,068-100%$1.7M———
SOA Wealth Advisors, Llc.
N/A—12,062-12,062-100%$1.7M———
Coldstream Capital Management Inc
N/A—11,694-11,694-100%$1.7M———
Valmark Advisers, Inc.
N/A—11,675-11,675-100%$1.7M———
Potentia Wealth
N/A—11,294-11,294-100%$1.6M———
National Bank of Canada
N/A—11,221-11,221-100%$1.6M———
Whittier Trust Co
N/A—10,892-10,892-100%$1.6M———
Whittier Trust Co of Nevada Inc
N/A—10,872-10,872-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—10,764-10,764-100%$1.5M———
NorthRock Partners, LLC
N/A—10,521-10,521-100%$1.5M———
Chilton Investment Co Inc.
N/A—9,194-9,194-100%$1.3M———
Regal Investment Advisors LLC
N/A—8,928-8,928-100%$1.3M———
World Investment Advisors
N/A—8,678-8,678-100%$1.1M———
MA Private Wealth
N/A—8,424-8,424-100%$1.2M———
One Capital Management, LLC
N/A—8,320-8,320-100%$1.0M———
Harbour Investments, Inc.
N/A—7,794-7,794-100%$1.1M———
Western Wealth Management, LLC
N/A—7,665-7,665-100%$1.1M———
Bluespring Wealth Management, LLC
N/A—7,500-7,500-100%$1.1M———
Allred Capital Management, LLC
N/A—7,372-7,372-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—7,228-7,228-100%$1.0M———
QRG Capital Management, Inc.
N/A—7,206-7,206-100%$1.0M———
Flputnam Investment Management Co
N/A—7,098-7,098-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—6,908-6,908-100%$983.6K———
Baird Financial Group, Inc.
N/A—6,887-6,887-100%$980.6K———
Hills Bank & Trust Co
N/A—6,885-6,885-100%$980.4K———
Glenmede Trust Co NA
N/A—6,778-6,778-100%$965.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—6,613-6,613-100%$941.6K———
Gould Asset Management LLC
N/A—6,520-6,520-100%$928.4K———
Destination Wealth Management
N/A—6,489-6,489-100%$924.0K———
Wealth Alliance, LLC
N/A—6,482-6,482-100%$922.9K———
Keystone Financial Services
N/A—6,355-6,355-100%$904.9K———
Verity Wealth Advisors
N/A—6,355-6,355-100%$904.9K———
Rollins Financial Advisors, LLC
N/A—6,185-6,185-100%$880.7K———
Arax Advisory Partners
N/A—6,119-6,119-100%$871.3K———
Kesler, Norman & Wride, LLC
N/A—6,086-6,086-100%$866.6K———
Fortis Capital Management LLC
N/A—6,046-6,046-100%$860.9K———
Dorsey & Whitney Trust Co LLC
N/A—6,027-6,027-100%$858.2K———
Frisch Financial Group, Inc.
N/A—5,917-5,917-100%$842.5K———
Bartlett & Co. Wealth Management LLC
N/A—5,698-5,698-100%$811.3K———
LifePlan Investment Advisors, Inc.
N/A—5,535-5,535-100%$788.1K———
Renaissance Technologies LLC
N/A—5,500-5,500-100%$783.1K———
Cadia Private Client LLC
N/A—5,445-5,445-100%$775.4K———
Members Trust Co
N/A—5,349-5,349-100%$761.6K———
Perennial Investment Advisors, LLC
N/A—5,301-5,301-100%$754.8K———
Compound Planning, Inc.
N/A—5,262-5,262-100%$749.3K———
Milestone Investment Advisors LLC
N/A—5,237-5,237-100%$745.7K———
WNY Asset Management, LLC
N/A—5,067-5,067-100%$721.5K———
Godfrey Financial Associates, Inc.
N/A—4,951-4,951-100%$705.0K———
Theory Financial LLC
N/A—4,823-4,823-100%$686.7K———
Hilltop Partners LLC
N/A—4,780-4,780-100%$680.6K———
Bridgewater Advisors Inc.
N/A—4,669-4,669-100%$673.5K———
EQ LLC
N/A—4,617-4,617-100%$657.4K———
Geneos Wealth Management Inc.
N/A—4,572-4,572-100%$651.0K———
Deutsche Bank Ag\
N/A—4,550-4,550-100%$647.9K———
Evergreen Wealth Partners LLC
N/A—4,465-4,465-100%$635.8K———
Joel Isaacson & Co., LLC
N/A—4,464-4,464-100%$635.6K———
XTX Topco Ltd
N/A—4,443-4,443-100%$632.6K———
Retirement Income Solutions, Inc
N/A—4,392-4,392-100%$532.3K———
OneDigital Investment Advisors LLC
N/A—4,392-4,392-100%$625.4K———
MAI Capital Management
N/A—4,386-4,386-100%$624.6K———
Trustmark Bank Trust Department
N/A—4,372-4,372-100%$622.5K———
MainStreet Investment Advisors LLC
N/A—4,339-4,339-100%$617.8K———
Freestone Capital Holdings, LLC
N/A—4,298-4,298-100%$612.0K———
SK Wealth Management, LLC
N/A—4,289-4,289-100%$630.6K———
Venturi Wealth Management, LLC
N/A—4,276-4,276-100%$608.9K———
HM Payson & Co
N/A—4,200-4,200-100%$598.0K———
Capital Analysts, LLC
N/A—4,101-4,101-100%$584.0K———
BFC Planning, Inc.
N/A—4,093-4,093-100%$582.8K———
RWA Wealth Partners, LLC
N/A—3,995-3,995-100%$568.8K———
Mayflower Financial Advisors, LLC
N/A—3,955-3,955-100%$563.2K———
Mission Creek Capital Partners, Inc.
N/A—3,858-3,858-100%$549.4K———
Vanguard Personalized Indexing Management, LLC
N/A—3,754-3,754-100%$534.5K———
Argent Trust Co
N/A—3,744-3,744-100%$533.1K———
UBS Asset Management Americas LLC
N/A—3,694-3,694-100%$526.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,668-3,668-100%$522.3K———
AE Wealth Management LLC
N/A—3,454-3,454-100%$491.9K———
Nuveen, LLC
N/A—3,410-3,410-100%$485.6K———
Sovereign Financial Group, Inc.
N/A—3,372-3,372-100%$480.1K———
Arkadios Wealth Advisors
N/A—3,357-3,357-100%$478.0K———
Hilltop Wealth Advisors, LLC
N/A—3,268-3,268-100%$465.3K———
Panoramic Investment Advisors, LLC
N/A—3,250-3,250-100%$462.8K———
Sage Financial Management Group, Inc.
N/A—3,218-3,218-100%$458.2K———
Curi Capital, LLC
N/A—3,165-3,165-100%$450.7K———
Wealthgarden F.S. LLC
N/A—3,146-3,146-100%$447.9K———
GenTrust, LLC
N/A—3,037-3,037-100%$432.4K———
First Foundation Advisors
N/A—2,933-2,933-100%$417.6K———
J.W. Cole Advisors, Inc.
N/A—2,832-2,832-100%$403.2K———
Wilson & Boucher Capital Management, LLC
N/A—2,800-2,800-100%$398.7K———
Great Valley Advisor Group, Inc.
N/A—2,764-2,764-100%$393.1K———
Fielder Capital Group LLC
N/A—2,759-2,759-100%$392.9K———
Wealth Management Associates, Inc.
N/A—2,634-2,634-100%$375.1K———
Spectrum Planning & Advisory Services Inc.
N/A—2,632-2,632-100%$374.8K———
Somerset Group LLC
N/A—2,615-2,615-100%$373.7K———
Keel Point, LLC
N/A—2,564-2,564-100%$365.1K———
Sound View Wealth Advisors Group, LLC
N/A—2,562-2,562-100%$364.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,544-2,544-100%$362.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,500-2,500-100%$356.0K———
Johnson Investment Counsel Inc
N/A—2,500-2,500-100%$356.0K———
Tower Research Capital LLC (TRC)
N/A—2,459-2,459-100%$350.1K———
BlackRock, Inc.
N/A—2,435-2,435-100%$346.7K———
Stratos Wealth Partners, Ltd.
N/A—2,397-2,397-100%$341.3K———
Per Stirling Capital Management, Llc.
N/A—2,382-2,382-100%$339.1K———
Trivium Point Advisory, LLC
N/A—2,323-2,323-100%$330.7K———
Fiduciary Financial Advisors
N/A—2,317-2,317-100%$329.8K———
M&T Bank Corp
N/A—2,232-2,232-100%$317.8K———
Endeavor Private Wealth, Inc.
N/A—2,185-2,185-100%$311.1K———
GTS Financial, LLC
N/A—2,160-2,160-100%$250.9K———
Howe & Rusling Inc
N/A—2,124-2,124-100%$302.5K———
Gladstone Institutional Advisory LLC
N/A—2,098-2,098-100%$298.7K———
Brown Financial Advisors
N/A—2,055-2,055-100%$292.6K———
Compton Financial Group, LLC
N/A—2,035-2,035-100%$289.8K———
Banco Santander, S.A.
N/A—2,000-2,000-100%$284.8K———
Marco Investment Management LLC
N/A—2,000-2,000-100%$284.8K———
Tilson Financial Group, Inc.
N/A—1,998-1,998-100%$284.5K———
Figure 8 Investment Strategies LLC
N/A—1,990-1,990-100%$283.4K———
Ritholtz Wealth Management
N/A—1,974-1,974-100%$281.1K———
Van Hulzen Asset Management, LLC
N/A—1,917-1,917-100%$273.0K———
Darden Wealth Group Inc
N/A—1,908-1,908-100%$271.6K———
Smithfield Trust Co
N/A—1,894-1,894-100%$270.0K———
TritonPoint Partners, LLC
N/A—1,890-1,890-100%$269.1K———
Vantus Wealth LLC
N/A—1,859-1,859-100%$264.7K———
Savant Capital, LLC
N/A—1,857-1,857-100%$264.5K———
Mutual Advisors, LLC
N/A—1,817-1,817-100%$258.7K———
Advyzon Investment Management, LLC
N/A—1,800-1,800-100%$256.3K———
Diversified Trust Co
N/A—1,792-1,792-100%$255.2K———
Transamerica Financial Advisors, LLC
N/A—1,788-1,788-100%$254.7K———
Legacy Financial Group LLC
N/A—1,777-1,777-100%$253.0K———
Smartleaf Asset Management LLC
N/A—1,774-1,774-100%$250.2K———
Basepoint Wealth LLC
N/A—1,765-1,765-100%$251.3K———
Wrapmanager Inc
N/A—1,752-1,752-100%$249.5K———
Olde Wealth Management, LLC
N/A—1,750-1,750-100%$249.0K———
Hollencrest Capital Management
N/A—1,667-1,667-100%$237.4K———
Manufacturers Life Insurance Company, the
N/A—1,660-1,660-100%$236.4K———
Vestmark Advisory Solutions, Inc.
N/A—1,644-1,644-100%$234.0K———
Russell Investments Group, Ltd.
N/A—1,628-1,628-100%$231.8K———
CIBC World Market Inc.
N/A—1,628-1,628-100%$231.8K———
Sequent Planning LLC
N/A—1,614-1,614-100%$229.8K———
Hopwood Nicholas Hunter
N/A—1,559-1,559-100%$222.0K———
Federation des caisses Desjardins du Quebec
N/A—1,548-1,548-100%$220.4K———
AQR Capital Management LLC
N/A—1,540-1,540-100%$219.2K———
Matrix Private Capital Group LLC
N/A—1,540-1,540-100%$219.3K———
Curtis Wealth Management LLC
N/A—1,538-1,538-100%$219.0K———
Zevin Asset Management LLC
N/A—1,535-1,535-100%$218.6K———
Legacy Edge Advisors, LLC
N/A—1,512-1,512-100%$215.3K———
Ausdal Financial Partners, Inc.
N/A—1,507-1,507-100%$214.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,501-1,501-100%$213.0K———
Conscious Wealth Investments, LLC
N/A—1,498-1,498-100%$210.6K———
FourThought Financial Partners, LLC
N/A—1,493-1,493-100%$212.6K———
Bank of Hawaii
N/A—1,473-1,473-100%$209.7K———
Addison Advisors LLC
N/A—1,469-1,469-100%$209.2K———
Oxbow Advisors, LLC
N/A—1,444-1,444-100%$205.6K———
Clearstead Trust, LLC
N/A—1,403-1,403-100%$199.8K———
Evolution Advisers, Inc.
N/A—1,314-1,314-100%$187.0K———
Tiaa Wealth Investment Management LLC
N/A—1,270-1,270-100%$179.0K———
Rogco, LP
N/A—1,226-1,226-100%$174.6K———
TD Capital Management LLC
N/A—1,153-1,153-100%$164.2K———
Bessemer Group Inc
N/A—1,151-1,151-100%$164.0K———
Ancora Advisors LLCA
N/A—1,150-1,150-100%$163.7K———
Huntington National Bank
N/A—1,093-1,093-100%$155.6K———
Founders Financial Alliance, LLC
N/A—1,038-1,038-100%$147.8K———
Abound Financial, LLC
N/A—944-944-100%$134.4K———
NI Acquisitions Company, LLC
N/A—889-889-100%$291.0K———
IFG Advisory, LLC
N/A—806-806-100%$114.7K———
Tiaa Trust, National Association
N/A—735-735-100%$104.7K———
Institute for Wealth Management, Llc.
N/A—735-735-100%$104.7K———
Glassman Wealth Services
N/A—715-715-100%$101.8K———
Atlantic Union Bankshares Corp
N/A—700-700-100%$99.7K———
Highland Investment Advisors LLC
N/A—658-658-100%$93.7K———
Clearstead Advisors, LLC
N/A—572-572-100%$81.4K———
FAS Wealth Partners, Inc.
N/A—566-566-100%$80.7K———
Colonial Trust Advisors
N/A—500-500-100%$71.2K———
JDM Financial Group LLC
N/A—445-445-100%$63.4K———
Hantz Financial Services, Inc.
N/A—413-413-100%$59.0K———
Hamrick Investment Counsel, llc
N/A—400-400-100%$57.0K———
Vanguard Advisers Inc
N/A—397-397-100%$56.6K———
Medallion Wealth Advisors, LLC
N/A—358-358-100%$51.0K———
EFG International AG
N/A—325-325-100%$46.3K———
Westfuller Advisors, LLC
N/A—322-322-100%$45.9K———
Investors Portfolio Services LLC
N/A—317-317-100%$45.1K———
Financial Life Planners
N/A—301-301-100%$42.8K———
Millstone Evans Group, LLC
N/A—220-220-100%$31.3K———
Meramec Financial Planners, LLC
N/A—211-211-100%$29.1K———
Copia Wealth Management
N/A—210-210-100%$29.9K———
Kilter Group LLC
N/A—204-204-100%$29.0K———
Regatta Research & Money Management
N/A—195-195-100%$27.8K———
Heritage Wealth Advisors
N/A—180-180-100%$25.6K———
Timbuktu Capital Management, LLC
N/A—175-175-100%$24.9K———
Ameriflex Group, Inc.
N/A—166-166-100%$23.6K———
WealthShield Partners, LLC
N/A—164-164-100%$23.4K———
CVA Family Office, LLC
N/A—158-158-100%$22.5K———
Central Trust Co
N/A—146-146-100%$20.8K———
Security National Bank of Sioux City Iowa
N/A—140-140-100%$19.9K———
Ballast Advisors LLC
N/A—137-137-100%$19.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—125-125-100%$17.8K———
BNP Paribas Financial Markets
N/A—91-91-100%$13.0K———
Private Wealth Asset Management, LLC
N/A—63-63-100%$9.0K———
1 North Wealth Services LLC
N/A—55-55-100%$7.8K———
Vision Retirement, LLC
N/A—52-52-100%$7.4K———
Keating Financial Advisory Services, Inc.
N/A—13-13-100%$1.9K———
Atomic Invest LLC
N/A—3-3-100%$479———
Showing 664 of 664 institutions