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Ishares Broad USD Investment (USIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares11,343,566 from 10,298,259
Change+1,045,307 (+10%)
Value$552.5M (+$24.3M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares10,481,181 from 10,160,720
Change+320,461 (+3%)
Value$510.5M (-$10.6M)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares6,358,882 from 5,290,436
Change+1,068,446 (+20%)
Value$326.1M (+$54.8M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares3,665,743 from 3,519,315
Change+146,428 (+4%)
Value$178.6M (-$1.9M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares3,551,069 from 3,405,952
Change+145,117 (+4%)
Value$173.0M (-$1.7M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares3,096,616 from 3,002,847
Change+93,769 (+3%)
Value$150.8M (-$3.2M)
Filed 2026-10-27
Constellation Investments, Inc.
NEW
Shares2,245,663
Change+2,245,663
Value$109.4M
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares2,154,990 from 2,004,216
Change+150,774 (+8%)
Value$105.0M (+$2.2M)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,859,065 from 1,757,289
Change+101,776 (+6%)
Value$90.6M (+$423.7K)
Filed 2026-10-08
North Dakota State Investment Board
UNCHANGED
Shares1,499,747 from 1,499,747
Change0 (0%)
Value$73.1M (-$3.9M)
Filed 2026-10-27
MCF Advisors LLC
INCREASED
Shares878,909 from 831,610
Change+47,299 (+6%)
Value$42.8M (+$158.4K)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares861,200 from 674,155
Change+187,045 (+28%)
Value$41.9M (+$7.4M)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares808,632 from 713,361
Change+95,271 (+13%)
Value$39.4M (+$2.8M)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares754,769 from 721,501
Change+33,268 (+5%)
Value$36.8M (-$241.0K)
Filed 2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED
Shares664,111 from 652,977
Change+11,134 (+2%)
Value$32.3M (-$1.1M)
Filed 2026-11-03
Diversify Wealth Management, LLC
INCREASED
Shares631,720 from 616,934
Change+14,786 (+2%)
Value$31.1M (-$6.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares631,720 from 616,934
Change+14,786 (+2%)
Value$31.1M (-$6.7K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares575,777 from 125,787
Change+449,990 (+358%)
Value$28.0M (+$21.6M)
Filed 2026-10-28
New Jersey Better Educational Savings Trust
UNCHANGED
Shares507,693 from 507,693
Change0 (0%)
Value$24.7M (-$1.3M)
Filed 2026-11-02
Securian Asset Management, Inc
UNCHANGED
Shares430,517 from 430,517
Change0 (0%)
Value$21.0M (-$874.0K)
Filed 2026-11-06
New York Life Investment Management LLC
INCREASED
Shares417,826 from 394,542
Change+23,284 (+6%)
Value$20.4M (+$117.0K)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares400,000 from 3,800,000
Change-3,400,000 (-89%)
Value$19.5M (-$175.4M)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED
Shares398,493 from 399,288
Change-795 (0%)
Value$19.4M (-$1.1M)
Filed 2026-10-16
Rational Advisors, Inc.
INCREASED
Shares330,868 from 281,728
Change+49,140 (+17%)
Value$16.1M (+$1.7M)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
INCREASED
Shares275,792 from 196,794
Change+78,998 (+40%)
Value$13.4M (+$3.3M)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED
Shares243,801 from 242,928
Change+873 (+0%)
Value$11.9M (-$584.2K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares223,818 from 199,125
Change+24,693 (+12%)
Value$10.9M (+$689.0K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares219,991 from 187,320
Change+32,671 (+17%)
Value$10.7M (+$1.1M)
Filed 2026-11-02
Sima Wealth Partners, LLC
INCREASED
Shares209,374 from 197,581
Change+11,793 (+6%)
Value$10.2M (+$64.7K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares188,371 from 169,089
Change+19,282 (+11%)
Value$9.2M (+$503.0K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares169,659 from 154,178
Change+15,481 (+10%)
Value$8.3M (+$356.3K)
Filed 2026-11-05
IVC Wealth Advisors LLC
INCREASED
Shares168,215 from 162,344
Change+5,871 (+4%)
Value$8.2M (-$132.9K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares167,453 from 145,500
Change+21,953 (+15%)
Value$8.2M (+$693.9K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares163,337 from 114,416
Change+48,921 (+43%)
Value$8.0M (+$2.1M)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares160,136 from 164,247
Change-4,111 (-2%)
Value$7.8M (-$624.0K)
Filed 2026-11-04
Cosner Financial Group, LLC
DECREASED
Shares154,950 from 379,687
Change-224,737 (-59%)
Value$7.5M (-$11.9M)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares145,696 from 166,298
Change-20,602 (-12%)
Value$7.1M (-$1.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares138,882 from 141,923
Change-3,041 (-2%)
Value$6.8M (-$420.2K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares134,032 from 126,130
Change+7,902 (+6%)
Value$6.5M (+$82.7K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares133,976 from 127,522
Change+6,454 (+5%)
Value$6.5M (-$14.6K)
Filed 2026-10-07
Archford Capital Strategies, LLC
DECREASED
Shares124,034 from 136,004
Change-11,970 (-9%)
Value$6.0M (-$933.9K)
Filed 2026-10-19
Fjell Capital, LLC
INCREASED
Shares112,237 from 108,370
Change+3,867 (+4%)
Value$5.5M (-$91.2K)
Filed 2026-10-13
Aire Advisors, LLC
INCREASED
Shares109,536 from 98,432
Change+11,104 (+11%)
Value$5.3M (+$286.9K)
Filed 2026-10-22
Center For Asset Management LLC
INCREASED
Shares108,330 from 102,768
Change+5,562 (+5%)
Value$5.3M (+$5.9K)
Filed 2026-10-16
Erickson Financial Group, LLC
INCREASED
Shares105,344 from 101,738
Change+3,606 (+4%)
Value$5.1M (-$86.8K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares101,190 from 108,541
Change-7,351 (-7%)
Value$4.9M (-$638.1K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares96,651 from 193,660
Change-97,009 (-50%)
Value$4.7K (-$9.9M)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares94,848 from 46,973
Change+47,875 (+102%)
Value$4.6M (+$2.2M)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
INCREASED
Shares94,454 from 84,608
Change+9,846 (+12%)
Value$4.6M (+$261.3K)
Filed 2026-11-04
Bauman Advisory Group, LLC
DECREASED
Shares86,329 from 99,882
Change-13,553 (-14%)
Value$4.2M (-$917.8K)
Filed 2026-10-29
Keybank National Association
INCREASED
Shares81,547 from 75,270
Change+6,277 (+8%)
Value$4.0M (+$111.6K)
Filed 2026-11-04
K2 Financial Inc.
INCREASED
Shares81,420 from 71,133
Change+10,287 (+14%)
Value$4.0M (+$341.2K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares65,525 from 59,362
Change+6,163 (+10%)
Value$3.2M (+$147.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares62,092 from 59,517
Change+2,575 (+4%)
Value$3.0K (-$3.0M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares61,506 from 44,703
Change+16,803 (+38%)
Value$3.0M (+$703.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares58,262 from 62,172
Change-3,910 (-6%)
Value$2.8M (-$351.5K)
Filed 2026-10-08
Sovran Advisors, LLC
INCREASED
Shares57,217 from 44,868
Change+12,349 (+28%)
Value$2.8M (+$564.8K)
Filed 2026-11-02
10Elms LLP
INCREASED
Shares56,411 from 53,929
Change+2,482 (+5%)
Value$2.7M (-$18.2K)
Filed 2026-11-06
Summit Asset Management, LLC
INCREASED
Shares54,670 from 53,281
Change+1,389 (+3%)
Value$2.7M (-$69.8K)
Filed 2026-11-05
Dodds Wealth, LLC
NEW
Shares54,215
Change+54,215
Value$2.6M
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares53,211 from 65,251
Change-12,040 (-18%)
Value$2.6M (-$754.8K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares51,731 from 39,415
Change+12,316 (+31%)
Value$2.5M (+$498.2K)
Filed 2026-11-02
Compass Financial Group, Inc.
INCREASED
Shares50,203 from 45,894
Change+4,309 (+9%)
Value$2.4M (+$91.5K)
Filed 2026-11-06
Globalt Investments LLC / GA
DECREASED
Shares45,882 from 47,312
Change-1,430 (-3%)
Value$2.2M (-$191.7K)
Filed 2026-10-27
Columbus Macro, LLC
DECREASED
Shares45,648 from 75,158
Change-29,510 (-39%)
Value$2.2M (-$1.6M)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares43,729 from 54,939
Change-11,210 (-20%)
Value$2.1M (-$687.8K)
Filed 2026-10-16
Greenwood Capital Associates LLC
INCREASED
Shares38,454 from 35,732
Change+2,722 (+8%)
Value$1.9M (+$40.4K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares38,119 from 26,196
Change+11,923 (+46%)
Value$1.9M (+$507.3K)
Filed 2026-10-13
Arista Wealth Management, LLC
UNCHANGED
Shares36,839 from 36,839
Change0 (0%)
Value$1.8M (-$95.0K)
Filed 2026-10-29
Fort Washington Investment Advisors Inc
DECREASED
Shares34,526 from 34,822
Change-296 (-1%)
Value$1.7M (-$104.3K)
Filed 2026-10-15
Acropolis Investment Management, LLC
NEW
Shares33,830
Change+33,830
Value$1.6M
Filed 2026-10-08
Flagstar Securities, Inc
INCREASED
Shares31,453 from 23,363
Change+8,090 (+35%)
Value$1.5M (+$333.8K)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares31,023 from 12,840
Change+18,183 (+142%)
Value$1.5M (+$861.6K)
Filed 2026-11-06
Sowell Financial Services LLC
INCREASED
Shares28,894 from 28,830
Change+64 (+0%)
Value$1.4M (-$71.3K)
Filed 2026-10-23
TMB Capital Partners, LLC
INCREASED
Shares27,579 from 27,496
Change+83 (+0%)
Value$1.3M (-$66.9K)
Filed 2026-10-20
Schear Investment Advisers, LLC
NEW
Shares27,540
Change+27,540
Value$1.3M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares27,540 from 26,254
Change+1,286 (+5%)
Value$1.3M (-$5.1K)
Filed 2026-10-14
Y.D. More Investments Ltd
NEW
Shares27,263
Change+27,263
Value$1.3M
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares27,186 from 54,383
Change-27,197 (-50%)
Value$1.3M (-$1.5M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares25,083 from 28,525
Change-3,442 (-12%)
Value$1.2M (-$241.3K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares24,561
Change+24,561
Value$1.2M
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares23,543 from 24,718
Change-1,175 (-5%)
Value$1.1M (-$121.0K)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares22,602 from 21,129
Change+1,473 (+7%)
Value$1.1M (+$17.3K)
Filed 2026-11-04
JGP Wealth Management, LLC
DECREASED
Shares22,289 from 25,658
Change-3,369 (-13%)
Value$1.1M (-$230.3K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares21,956 from 20,556
Change+1,400 (+7%)
Value$1.1M (+$15.2K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
DECREASED
Shares21,773 from 99,757
Change-77,984 (-78%)
Value$1.1M (-$4.0M)
Filed 2026-10-21
Pines Wealth Management, LLC
DECREASED
Shares20,659 from 21,454
Change-795 (-4%)
Value$1.0M (-$94.1K)
Filed 2026-10-21
WBH Advisory Inc
DECREASED
Shares20,582 from 25,842
Change-5,260 (-20%)
Value$1.0M (-$322.9K)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares20,078 from 19,441
Change+637 (+3%)
Value$978.0K (-$19.1K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares19,016 from 15,638
Change+3,378 (+22%)
Value$926.2K (+$124.2K)
Filed 2026-10-29
Innova Wealth Partners
INCREASED
Shares18,337 from 13,717
Change+4,620 (+34%)
Value$893.2K (+$189.7K)
Filed 2026-10-21
TFB Advisors LLC
INCREASED
Shares17,721 from 16,531
Change+1,190 (+7%)
Value$863.2K (+$15.3K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares16,519 from 14,630
Change+1,889 (+13%)
Value$805.8K (+$55.4K)
Filed 2026-10-30
Diligent Investors, LLC
DECREASED
Shares16,373 from 16,710
Change-337 (-2%)
Value$797.5K (-$59.5K)
Filed 2026-10-21
Calamos Advisors LLC
UNCHANGED
Shares16,354 from 16,354
Change0 (0%)
Value$796.6K (-$42.2K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares16,195 from 8,983
Change+7,212 (+80%)
Value$788.9K (+$328.1K)
Filed 2026-10-26
Penobscot Investment Management Company, Inc.
DECREASED
Shares15,301 from 17,251
Change-1,950 (-11%)
Value$745.3K (-$139.5K)
Filed 2026-10-26
Montecito Bank & Trust
UNCHANGED
Shares14,737 from 14,737
Change0 (0%)
Value$717.8K (-$38.0K)
Filed 2026-10-01
Pacific Excel Wealth Advisors, Inc.
NEW
Shares14,459
Change+14,459
Value$704.3K
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED
Shares14,429 from 14,409
Change+20 (+0%)
Value$702.8K (-$36.2K)
Filed 2026-10-19
Wealthstar Advisors, LLC
INCREASED
Shares14,388 from 14,366
Change+22 (+0%)
Value$700.8K (-$36.0K)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares13,939 from 14,643
Change-704 (-5%)
Value$679.0K (-$72.0K)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares13,234 from 8,988
Change+4,246 (+47%)
Value$644.6K (+$183.6K)
Filed 2026-10-16
FAI Advisors, Inc.
INCREASED
Shares13,158 from 12,993
Change+165 (+1%)
Value$640.9K (-$25.5K)
Filed 2026-10-27
Independent Wealth Network Inc.
INCREASED
Shares13,110 from 12,871
Change+239 (+2%)
Value$638.6K (-$21.6K)
Filed 2026-10-19
Diversified Enterprises, LLC
INCREASED
Shares13,103 from 9,433
Change+3,670 (+39%)
Value$638.2K (+$154.4K)
Filed 2026-10-19
CRA Financial Services, LLC
DECREASED
Shares13,049 from 13,649
Change-600 (-4%)
Value$635.6K (-$64.4K)
Filed 2026-10-16
NTV Asset Management LLC
DECREASED
Shares12,622 from 12,735
Change-113 (-1%)
Value$614.8K (-$38.4K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares12,140 from 12,024
Change+116 (+1%)
Value$591.3K (-$25.4K)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares12,136 from 12,136
Change0 (0%)
Value$591.1K (-$31.3K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares11,937 from 10,721
Change+1,216 (+11%)
Value$581.5K (+$31.6K)
Filed 2026-10-22
Fisher Asset Management, LLC
DECREASED
Shares11,674 from 14,191
Change-2,517 (-18%)
Value$568.6K (-$159.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares11,645 from 24,427
Change-12,782 (-52%)
Value$567.2K (-$685.6K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares11,644 from 10,152
Change+1,492 (+15%)
Value$567.2K (+$46.5K)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED
Shares11,605 from 11,905
Change-300 (-3%)
Value$565.3K (-$45.3K)
Filed 2026-11-03
Davidson Trust Co
INCREASED
Shares11,572 from 11,459
Change+113 (+1%)
Value$563.7K (-$24.1K)
Filed 2026-10-09
Alterna Wealth Management, Inc
UNCHANGED
Shares11,361 from 11,361
Change0 (0%)
Value$553.4K (-$29.3K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares11,082 from 10,948
Change+134 (+1%)
Value$539.8K (-$21.8K)
Filed 2026-10-26
Steele Capital Management, Inc.
NEW
Shares10,772
Change+10,772
Value$524.7K
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares10,504 from 6,726
Change+3,778 (+56%)
Value$511.7K (+$166.7K)
Filed 2026-11-04
1900 Wealth Management LLC
DECREASED
Shares10,431 from 10,887
Change-456 (-4%)
Value$508.1K (-$50.3K)
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares10,100 from 10,556
Change-456 (-4%)
Value$492.0K (-$49.4K)
Filed 2026-10-09
Waystone Advisors LLC
UNCHANGED
Shares9,919 from 9,919
Change0 (0%)
Value$508.7K ($0)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED
Shares9,899 from 13,412
Change-3,513 (-26%)
Value$482.2K (-$205.7K)
Filed 2026-11-02
Brighton Jones LLC
NEW
Shares9,729
Change+9,729
Value$473.9K
Filed 2026-11-03
ShoreHaven Wealth Partners, LLC
INCREASED
Shares9,625 from 6,783
Change+2,842 (+42%)
Value$468.8K (+$120.9K)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares9,384 from 10,238
Change-854 (-8%)
Value$457 (-$524.5K)
Filed 2026-10-26
Legacy Edge Advisors, LLC
NEW
Shares9,009
Change+9,009
Value$438.8K
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED
Shares8,517 from 13,040
Change-4,523 (-35%)
Value$414.9K (-$254.0K)
Filed 2026-10-09
Moors & Cabot, Inc.
INCREASED
Shares8,377 from 8,288
Change+89 (+1%)
Value$408.0K (-$17.0K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares8,260 from 7,361
Change+899 (+12%)
Value$403.4K (+$30.2K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares8,081 from 6,829
Change+1,252 (+18%)
Value$393.6K (+$43.4K)
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares8,027 from 8,215
Change-188 (-2%)
Value$391.0K (-$30.3K)
Filed 2026-11-05
Kelly Financial Services LLC
DECREASED
Shares7,811 from 8,983
Change-1,172 (-13%)
Value$380.5K (-$80.3K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
NEW
Shares7,689
Change+7,689
Value$374.5K
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares7,496
Change+7,496
Value$374.6K
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares7,372 from 12,027
Change-4,655 (-39%)
Value$359.1K (-$257.8K)
Filed 2026-10-22
Miller Global Investments, LLC
NEW
Shares7,046
Change+7,046
Value$343.2K
Filed 2026-10-02
Spectrum Strategic Capital Management, LLC
DECREASED
Shares6,869 from 6,994
Change-125 (-2%)
Value$334.6K (-$24.1K)
Filed 2026-10-22
Private Trust Co NA
DECREASED
Shares6,859 from 7,167
Change-308 (-4%)
Value$334.1K (-$33.5K)
Filed 2026-10-20
Vise Technologies, Inc.
DECREASED
Shares6,692 from 17,345
Change-10,653 (-61%)
Value$326.0K (-$563.7K)
Filed 2026-10-29
Lyell Wealth Management, LP
UNCHANGED
Shares6,360 from 6,360
Change0 (0%)
Value$309.8K (-$16.4K)
Filed 2026-10-30
Westover Capital Advisors, LLC
DECREASED
Shares6,189 from 217,402
Change-211,213 (-97%)
Value$301.5K (-$10.8M)
Filed 2026-10-26
Wedbush Securities Inc
NEW
Shares6,082
Change+6,082
Value$296
Filed 2026-10-22
IPG Investment Advisors LLC
UNCHANGED
Shares6,027 from 6,027
Change0 (0%)
Value$293.6K (-$15.6K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
DECREASED
Shares5,963 from 6,171
Change-208 (-3%)
Value$294.3K (-$16.0K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares5,934 from 7,028
Change-1,094 (-16%)
Value$294.1K (-$66.4K)
Filed 2026-11-04
True North Advisors, LLC
INCREASED
Shares5,750 from 5,681
Change+69 (+1%)
Value$280.1K (-$11.3K)
Filed 2026-10-22
Richardson Financial Services Inc.
INCREASED
Shares5,747 from 5,237
Change+510 (+10%)
Value$279.9K (+$11.3K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares5,671 from 5,534
Change+137 (+2%)
Value$276.2K (-$7.6K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
DECREASED
Shares5,658 from 7,677
Change-2,019 (-26%)
Value$275.6K (-$118.1K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares5,639 from 6,389
Change-750 (-12%)
Value$274.7K (-$53.0K)
Filed 2026-10-22
Stewardship Advisors, LLC
INCREASED
Shares5,508 from 5,257
Change+251 (+5%)
Value$268.3K (-$1.3K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares5,490 from 4,943
Change+547 (+11%)
Value$267.4K (+$13.9K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
DECREASED
Shares5,463 from 7,407
Change-1,944 (-26%)
Value$266.1K (-$113.8K)
Filed 2026-11-03
Noesis Capital Mangement Corp
INCREASED
Shares5,448 from 5,419
Change+29 (+1%)
Value$265.4K (-$12.6K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares5,436 from 5,712
Change-276 (-5%)
Value$264.8K (-$28.2K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares5,259 from 5,116
Change+143 (+3%)
Value$256.2K (-$6.2K)
Filed 2026-10-23
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares5,157 from 5,157
Change0 (0%)
Value$251.2K (-$13.3K)
Filed 2026-10-13
Ledyard National Bank
DECREASED
Shares5,022 from 5,555
Change-533 (-10%)
Value$244.6K (-$40.3K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares5,018 from 5,118
Change-100 (-2%)
Value$244.4K (-$18.1K)
Filed 2026-10-14
Daiwa Securities Group Inc.
INCREASED
Shares4,989 from 4,915
Change+74 (+2%)
Value$243.0K (-$9.1K)
Filed 2026-10-29
Destiny Wealth Partners, LLC
UNCHANGED
Shares4,982 from 4,982
Change0 (0%)
Value$245.6K (-$5.1K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares4,813
Change+4,813
Value$234.4K
Filed 2026-11-04
Echo45 Advisors LLC
NEW
Shares4,737
Change+4,737
Value$230.7K
Filed 2026-10-07
Sonata Capital Group Inc
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$230.2K (-$12.2K)
Filed 2026-10-19
James Investment Research, Inc.
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$228.5K (-$12.1K)
Filed 2026-10-22
Flynn Zito Capital Management, LLC
INCREASED
Shares4,609 from 4,608
Change+1 (+0%)
Value$224.5K (-$11.8K)
Filed 2026-11-04
Lynx Investment Advisory
INCREASED
Shares4,331 from 4,088
Change+243 (+6%)
Value$211.0K (+$1.3K)
Filed 2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED
Shares4,305 from 6,393
Change-2,088 (-33%)
Value$209.7K (-$118.2K)
Filed 2026-11-02
Greenleaf Trust
NEW
Shares4,284
Change+4,284
Value$208.7K
Filed 2026-10-29
Essex Bank
INCREASED
Shares4,177 from 4,094
Change+83 (+2%)
Value$203.4K (-$6.6K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares4,115 from 4,443
Change-328 (-7%)
Value$200.4K (-$27.4K)
Filed 2026-10-08
Davenport & Co LLC
NEW
Shares4,109
Change+4,109
Value$200.1K
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares3,395 from 3,354
Change+41 (+1%)
Value$165.3K (-$6.7K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,075 from 2,246
Change+829 (+37%)
Value$149.8K (+$34.6K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares2,898 from 2,806
Change+92 (+3%)
Value$141.1K (-$2.8K)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares2,890 from 2,846
Change+44 (+2%)
Value$140.8K (-$2.9K)
Filed 2026-10-30
Wolff Wiese Magana LLC
DECREASED
Shares2,800 from 2,899
Change-99 (-3%)
Value$136.4K (-$12.3K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares2,479 from 739
Change+1,740 (+235%)
Value$120.7K (+$82.8K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares2,272 from 2,227
Change+45 (+2%)
Value$110.7K (-$3.6K)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares2,182 from 2,109
Change+73 (+3%)
Value$106.3K (-$1.9K)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares1,820
Change+1,820
Value$88.7K
Filed 2026-10-29
Reap Financial Group, LLC
DECREASED
Shares1,732 from 2,128
Change-396 (-19%)
Value$84.4K (-$24.8K)
Filed 2026-11-02
Kingdom Financial Group Llc.
INCREASED
Shares1,687 from 1,305
Change+382 (+29%)
Value$82.2K (+$15.3K)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$68.7K (-$3.6K)
Filed 2026-10-26
Rossmore Private Capital
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$58.8K (-$3.1K)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares1,100 from 2,949
Change-1,849 (-63%)
Value$53.6K (-$97.6K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares1,097 from 993
Change+104 (+10%)
Value$53.4K (+$2.5K)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$49.0K (-$2.6K)
Filed 2026-11-05
Gables Capital Management Inc.
DECREASED
Shares1,000 from 2,651
Change-1,651 (-62%)
Value$48.7K (-$87.3K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$47.5K (-$2.5K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$43.8K (-$2.3K)
Filed 2026-10-27
Root Financial Partners, LLC
DECREASED
Shares868 from 7,150
Change-6,282 (-88%)
Value$42.3K (-$324.4K)
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED
Shares821 from 671
Change+150 (+22%)
Value$40.0K (+$5.6K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares769 from 825
Change-56 (-7%)
Value$37.5K (-$4.9K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares757
Change+757
Value$36.9K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
DECREASED
Shares704 from 908
Change-204 (-22%)
Value$34.3K (-$12.3K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$33.2K (-$1.8K)
Filed 2026-10-13
Creative Capital Management Investments LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$32.4K (-$1.7K)
Filed 2026-10-28
Abound Wealth Management
NEW
Shares658
Change+658
Value$32.1K
Filed 2026-10-26
Register Financial Advisors LLC
INCREASED
Shares657 from 93
Change+564 (+606%)
Value$32.0K (+$27.2K)
Filed 2026-10-23
Montag A & Associates Inc
NEW
Shares646
Change+646
Value$31.5K
Filed 2026-10-29
Thompson Investment Management, Inc.
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$30.2K (-$1.6K)
Filed 2026-10-14
Archer Investment Corp
DECREASED
Shares612 from 1,567
Change-955 (-61%)
Value$29.8K (-$50.6K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares612 from 422
Change+190 (+45%)
Value$29.8K (+$8.2K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED
Shares608 from 607
Change+1 (+0%)
Value$29.6K (-$1.5K)
Filed 2026-11-02
Canton Hathaway, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$23.9K (-$1.3K)
Filed 2026-10-23
Addison Advisors LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$23.7K (-$1.3K)
Filed 2026-11-06
Winthrop Capital Management, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$23.6K (-$1.4K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares480 from 117
Change+363 (+310%)
Value$23.4K (+$17.4K)
Filed 2026-11-04
United Financial Planning Group LLC
INCREASED
Shares477 from 471
Change+6 (+1%)
Value$23.2K (-$936)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$22.2K (-$1.2K)
Filed 2026-10-22
Gen-Wealth Partners Inc
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$22.1K (-$1.2K)
Filed 2026-11-04
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares443 from 354
Change+89 (+25%)
Value$21.6K (+$3.4K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares417 from 307
Change+110 (+36%)
Value$20.3K (+$4.6K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares400
Change+400
Value$19.5K
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$19.3K (-$1.0K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
NEW
Shares390
Change+390
Value$18.9K
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$17 (-$1)
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$16.5K (-$872)
Filed 2026-10-07
Arlington Trust Co LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$15.6K (-$826)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares277 from 800
Change-523 (-65%)
Value$13.5K (-$27.5K)
Filed 2026-11-03
Towne Trust Company, N.a
DECREASED
Shares274 from 885
Change-611 (-69%)
Value$13.3K (-$32.0K)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$12.5K (-$660)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares186 from 1,702
Change-1,516 (-89%)
Value$9.1K (-$78.2K)
Filed 2026-10-28
Toth Financial Advisory Corp
NEW
Shares184
Change+184
Value$9.0K
Filed 2026-10-08
High Note Wealth, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$8.5K (-$448)
Filed 2026-10-27
Axiom Investment Management LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$8.2K (-$434)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.8K (-$412)
Filed 2026-11-06
Princeton Global Asset Management LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$7.2K (-$382)
Filed 2026-10-21
Capital Investment Counsel, Inc
NEW
Shares147
Change+147
Value$7.2K
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares137
Change+137
Value$6.7K
Filed 2026-10-13
Bear Mountain Capital, Inc.
NEW
Shares137
Change+137
Value$6.7K
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$6.6K (-$348)
Filed 2026-10-16
Vima LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$6.3K (-$336)
Filed 2026-10-23
Nemes Rush Group LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$5.7K (-$302)
Filed 2026-11-04
AlphaCore Capital LLC
DECREASED
Shares107 from 789
Change-682 (-86%)
Value$5.2K (-$35.3K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares105 from 164
Change-59 (-36%)
Value$5.1K (-$3.3K)
Filed 2026-10-28
Reicon Wealth Advisors, LLC
NEW
Shares102
Change+102
Value$5.0K
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$4.8K (-$252)
Filed 2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$4.5K (-$239)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares88 from 87
Change+1 (+1%)
Value$4.3K (-$173)
Filed 2026-11-03
Bayban
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.4K ($0)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$3.4K (-$178)
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.2K (-$168)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.1K (-$161)
Filed 2026-11-02
WestEnd Advisors, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$3.1K (-$162)
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.3K (-$124)
Filed 2026-10-15
Chapman Financial Group, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.3K (-$123)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
NEW
Shares38
Change+38
Value$1.9K
Filed 2026-10-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (-$92)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
NEW
Shares29
Change+29
Value$1.4K
Filed 2026-11-04
PayPay Securities Corp
INCREASED
Shares26 from 23
Change+3 (+13%)
Value$1.3K (+$86)
Filed 2026-10-27
Coston, McIsaac & Partners
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.0K (+$1.0K)
Filed 2026-11-06
Horizon Financial Services, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$877 (-$46)
Filed 2026-11-04
Realta Investment Advisors
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$487 (-$26)
Filed 2026-10-14
James T. Borello RIA
NEW
Shares8
Change+8
Value$390
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares7 from 681
Change-674 (-99%)
Value$341 (-$34.6K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$146
Filed 2026-10-30
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$66 (-$4)
Filed 2026-10-28
Covestor Ltd
NEW
Shares0
Change0
Value$0
Filed 2026-10-30
Principal Financial Group Inc
CLOSED
Shares0 from 16,668
Change-16,668 (-100%)
Value$0 (-$854.8K)
Filed 2026-11-02
Americana Partners, LLC
CLOSED
Shares0 from 10,101
Change-10,101 (-100%)
Value$0 (-$518.1K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 8,350
Change-8,350 (-100%)
Value$0 (-$428.3K)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 7,975
Change-7,975 (-100%)
Value$0 (-$409.0K)
Filed 2026-10-06
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 7,048
Change-7,048 (-100%)
Value$0 (-$361.5K)
Filed 2026-10-21
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 7,013
Change-7,013 (-100%)
Value$0 (-$359.7K)
Filed 2026-11-04
Mission Wealth Management, LP
CLOSED
Shares0 from 6,773
Change-6,773 (-100%)
Value$0 (-$347.4K)
Filed 2026-10-15
Ejmk Ventures LLC
CLOSED
Shares0 from 6,062
Change-6,062 (-100%)
Value$0 (-$310.9K)
Filed 2026-10-21
Merited Wealth, LLC
CLOSED
Shares0 from 4,988
Change-4,988 (-100%)
Value$0 (-$255.8K)
Filed 2026-10-13
Central Valley Advisors, LLC
CLOSED
Shares0 from 4,732
Change-4,732 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-27
Global Assets Advisory, LLC
CLOSED
Shares0 from 4,262
Change-4,262 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-28
Country Trust Bank
CLOSED
Shares0 from 4,139
Change-4,139 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-30
Eastern Bank
CLOSED
Shares0 from 3,433
Change-3,433 (-100%)
Value$0 (-$176.1K)
Filed 2026-10-05
Pacifica Partners Inc.
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$87.4K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,338
Change-1,338 (-100%)
Value$0 (-$68.6K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 1,334
Change-1,334 (-100%)
Value$0 (-$68.4K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 961
Change-961 (-100%)
Value$0 (-$49.0K)
Filed 2026-11-02
NorthAvenue LLC
CLOSED
Shares0 from 523
Change-523 (-100%)
Value$0 (-$26.8K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 307
Change-307 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$14.1K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 239
Change-239 (-100%)
Value$0 (-$12.3K)
Filed 2026-11-04
Olistico Wealth, LLC
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-05
Robinswood Financial LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-16
Financial Consulate, Inc
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-23
Sunrise Financial Services, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$718)
Filed 2026-10-21
Indiana Trust & Investment Management Co
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$410)
Filed 2026-10-22
Signaturefd, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$256)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$103)
Filed 2026-10-15
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$43)
Filed 2026-10-29
Hurley Capital, LLC
DECREASED
Shares0 from 20
Change-20 (-100%)
Value$6 (-$1.0K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 64,560,210
Change-64,560,210 (-100%)
Value—
UBS Group AG
N/A
Shares— from 58,744,213
Change-58,744,213 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 21,938,094
Change-21,938,094 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,266,966
Change-14,266,966 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 11,596,236
Change-11,596,236 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,011,795
Change-11,011,795 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,965,515
Change-8,965,515 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,824,279
Change-8,824,279 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,274,513
Change-8,274,513 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,437,173
Change-6,437,173 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,953,875
Change-4,953,875 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,563,725
Change-3,563,725 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,295,494
Change-3,295,494 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,905,095
Change-2,905,095 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,389,937
Change-2,389,937 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,385,989
Change-2,385,989 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,958,795
Change-1,958,795 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,502,940
Change-1,502,940 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,296,025
Change-1,296,025 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 826,967
Change-826,967 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 714,850
Change-714,850 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 690,017
Change-690,017 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 628,294
Change-628,294 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 554,822
Change-554,822 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 546,405
Change-546,405 (-100%)
Value—
Santa Clara Valley Transportation Authority
N/A
Shares— from 505,717
Change-505,717 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 436,367
Change-436,367 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 426,139
Change-426,139 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 415,596
Change-415,596 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 408,723
Change-408,723 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 365,404
Change-365,404 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 350,520
Change-350,520 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 338,709
Change-338,709 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 327,457
Change-327,457 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 287,652
Change-287,652 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 284,211
Change-284,211 (-100%)
Value—
Prudential PLC
N/A
Shares— from 281,860
Change-281,860 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 279,770
Change-279,770 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 263,974
Change-263,974 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 233,879
Change-233,879 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 199,428
Change-199,428 (-100%)
Value—
Allstate Corp
N/A
Shares— from 198,315
Change-198,315 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 195,683
Change-195,683 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 184,811
Change-184,811 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 180,895
Change-180,895 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 179,591
Change-179,591 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 149,249
Change-149,249 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 135,350
Change-135,350 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 130,820
Change-130,820 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 130,399
Change-130,399 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 124,308
Change-124,308 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 111,352
Change-111,352 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 110,014
Change-110,014 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 109,201
Change-109,201 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 108,163
Change-108,163 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 104,710
Change-104,710 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 102,109
Change-102,109 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 97,672
Change-97,672 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 78,065
Change-78,065 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 73,693
Change-73,693 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 72,778
Change-72,778 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 63,691
Change-63,691 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 58,053
Change-58,053 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,305
Change-52,305 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 50,875
Change-50,875 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 50,685
Change-50,685 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 43,268
Change-43,268 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 39,688
Change-39,688 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,866
Change-37,866 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 37,834
Change-37,834 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 37,440
Change-37,440 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 34,407
Change-34,407 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 33,505
Change-33,505 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,537
Change-32,537 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 30,236
Change-30,236 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 29,637
Change-29,637 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 27,832
Change-27,832 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 27,795
Change-27,795 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,616
Change-26,616 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 26,223
Change-26,223 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 25,862
Change-25,862 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 23,957
Change-23,957 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 23,924
Change-23,924 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 22,931
Change-22,931 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 22,705
Change-22,705 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,290
Change-22,290 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,487
Change-21,487 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,265
Change-21,265 (-100%)
Value—
Members Trust Co
N/A
Shares— from 20,219
Change-20,219 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 20,191
Change-20,191 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,571
Change-19,571 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 18,667
Change-18,667 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,268
Change-18,268 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,999
Change-17,999 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,346
Change-17,346 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 17,062
Change-17,062 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,884
Change-15,884 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 15,575
Change-15,575 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,378
Change-15,378 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 15,104
Change-15,104 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 14,928
Change-14,928 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 14,556
Change-14,556 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Croban
N/A
Shares— from 13,011
Change-13,011 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 12,698
Change-12,698 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,606
Change-10,606 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,893
Change-9,893 (-100%)
Value—
&partners
N/A
Shares— from 9,856
Change-9,856 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,538
Change-9,538 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 9,277
Change-9,277 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,244
Change-9,244 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 8,235
Change-8,235 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,235
Change-8,235 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,084
Change-8,084 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,899
Change-7,899 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 7,849
Change-7,849 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 864
Change-864 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 765
Change-765 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 436
Change-436 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 230
Change-230 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 200
Change-200 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 125
Change-125 (-100%)
Value—
Motco
N/A
Shares— from 98
Change-98 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 82
Change-82 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 80
Change-80 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 58
Change-58 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 45
Change-45 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 41
Change-41 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
INCREASED11,343,56610,298,259+1,045,307+10%$528.2M$552.5M+$24.3M2026-10-21
Truist Financial Corp
INCREASED10,481,18110,160,720+320,461+3%$521.1M$510.5M-$10.6M2026-10-30
Allworth Financial LP
INCREASED6,358,8825,290,436+1,068,446+20%$271.3M$326.1M+$54.8M2026-11-06
LPL Financial LLC
INCREASED3,665,7433,519,315+146,428+4%$180.5M$178.6M-$1.9M2026-11-06
Valmark Advisers, Inc.
INCREASED3,551,0693,405,952+145,117+4%$174.7M$173.0M-$1.7M2026-11-06
Asset Management One Co., Ltd.
INCREASED3,096,6163,002,847+93,769+3%$154.0M$150.8M-$3.2M2026-10-27
Constellation Investments, Inc.
NEW2,245,663—+2,245,663——$109.4M—2026-10-28
Bank of New York Mellon Corp
INCREASED2,154,9902,004,216+150,774+8%$102.8M$105.0M+$2.2M2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED1,859,0651,757,289+101,776+6%$90.1M$90.6M+$423.7K2026-10-08
North Dakota State Investment Board
UNCHANGED1,499,7471,499,74700%$76.9M$73.1M-$3.9M2026-10-27
MCF Advisors LLC
INCREASED878,909831,610+47,299+6%$42.7M$42.8M+$158.4K2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED861,200674,155+187,045+28%$34.6M$41.9M+$7.4M2026-11-03
Trilogy Capital Inc.
INCREASED808,632713,361+95,271+13%$36.6M$39.4M+$2.8M2026-10-20
Crestwood Advisors Group, LLC
INCREASED754,769721,501+33,268+5%$37.0M$36.8M-$241.0K2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED664,111652,977+11,134+2%$33.5M$32.3M-$1.1M2026-11-03
Diversify Wealth Management, LLC
INCREASED631,720616,934+14,786+2%$31.1M$31.1M-$6.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED631,720616,934+14,786+2%$31.1M$31.1M-$6.7K2026-10-20
Aprio Wealth Management, LLC
INCREASED575,777125,787+449,990+358%$6.5M$28.0M+$21.6M2026-10-28
New Jersey Better Educational Savings Trust
UNCHANGED507,693507,69300%$26.0M$24.7M-$1.3M2026-11-02
Securian Asset Management, Inc
UNCHANGED430,517430,51700%$21.8M$21.0M-$874.0K2026-11-06
New York Life Investment Management LLC
INCREASED417,826394,542+23,284+6%$20.2M$20.4M+$117.0K2026-11-04
State of New Jersey Common Pension Fund D
DECREASED400,0003,800,000-3,400,000-89%$194.9M$19.5M-$175.4M2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED398,493399,288-7950%$20.5M$19.4M-$1.1M2026-10-16
Rational Advisors, Inc.
INCREASED330,868281,728+49,140+17%$14.4M$16.1M+$1.7M2026-11-02
Premier Path Wealth Partners, LLC
INCREASED275,792196,794+78,998+40%$10.1M$13.4M+$3.3M2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED243,801242,928+873+0%$12.5M$11.9M-$584.2K2026-10-16
Sigma Planning Corp
INCREASED223,818199,125+24,693+12%$10.2M$10.9M+$689.0K2026-10-23
Commonwealth Equity Services, LLC
INCREASED219,991187,320+32,671+17%$9.6M$10.7M+$1.1M2026-11-02
Sima Wealth Partners, LLC
INCREASED209,374197,581+11,793+6%$10.1M$10.2M+$64.7K2026-10-19
Simplicity Wealth,LLC
INCREASED188,371169,089+19,282+11%$8.7M$9.2M+$503.0K2026-10-23
Fifth Third Bancorp
INCREASED169,659154,178+15,481+10%$7.9M$8.3M+$356.3K2026-11-05
IVC Wealth Advisors LLC
INCREASED168,215162,344+5,871+4%$8.3M$8.2M-$132.9K2026-10-23
Triumph Capital Management
INCREASED167,453145,500+21,953+15%$7.5M$8.2M+$693.9K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED163,337114,416+48,921+43%$5.9M$8.0M+$2.1M2026-10-16
EverSource Wealth Advisors, LLC
DECREASED160,136164,247-4,111-2%$8.4M$7.8M-$624.0K2026-11-04
Cosner Financial Group, LLC
DECREASED154,950379,687-224,737-59%$19.5M$7.5M-$11.9M2026-11-03
Merit Financial Group, LLC
DECREASED145,696166,298-20,602-12%$8.5M$7.1M-$1.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED138,882141,923-3,041-2%$7.2M$6.8M-$420.2K2026-10-13
TD Waterhouse Canada Inc.
INCREASED134,032126,130+7,902+6%$6.4M$6.5M+$82.7K2026-10-16
Venture Visionary Partners LLC
INCREASED133,976127,522+6,454+5%$6.5M$6.5M-$14.6K2026-10-07
Archford Capital Strategies, LLC
DECREASED124,034136,004-11,970-9%$7.0M$6.0M-$933.9K2026-10-19
Fjell Capital, LLC
INCREASED112,237108,370+3,867+4%$5.6M$5.5M-$91.2K2026-10-13
Aire Advisors, LLC
INCREASED109,53698,432+11,104+11%$5.0M$5.3M+$286.9K2026-10-22
Center For Asset Management LLC
INCREASED108,330102,768+5,562+5%$5.3M$5.3M+$5.9K2026-10-16
Erickson Financial Group, LLC
INCREASED105,344101,738+3,606+4%$5.2M$5.1M-$86.8K2026-11-05
US Bancorp \de\
DECREASED101,190108,541-7,351-7%$5.6M$4.9M-$638.1K2026-11-05
Harbor Capital Advisors, Inc.
DECREASED96,651193,660-97,009-50%$9.9M$4.7K-$9.9M2026-10-22
Mather Group, Llc.
INCREASED94,84846,973+47,875+102%$2.4M$4.6M+$2.2M2026-10-14
Compagnie Lombard Odier SCmA
INCREASED94,45484,608+9,846+12%$4.3M$4.6M+$261.3K2026-11-04
Bauman Advisory Group, LLC
DECREASED86,32999,882-13,553-14%$5.1M$4.2M-$917.8K2026-10-29
Keybank National Association
INCREASED81,54775,270+6,277+8%$3.9M$4.0M+$111.6K2026-11-04
K2 Financial Inc.
INCREASED81,42071,133+10,287+14%$3.6M$4.0M+$341.2K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED65,52559,362+6,163+10%$3.0M$3.2M+$147.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED62,09259,517+2,575+4%$3.1M$3.0K-$3.0M2026-11-02
Creative Planning
INCREASED61,50644,703+16,803+38%$2.3M$3.0M+$703.2K2026-11-02
Farther Finance Advisors, LLC
DECREASED58,26262,172-3,910-6%$3.2M$2.8M-$351.5K2026-10-08
Sovran Advisors, LLC
INCREASED57,21744,868+12,349+28%$2.3M$2.8M+$564.8K2026-11-02
10Elms LLP
INCREASED56,41153,929+2,482+5%$2.8M$2.7M-$18.2K2026-11-06
Summit Asset Management, LLC
INCREASED54,67053,281+1,389+3%$2.7M$2.7M-$69.8K2026-11-05
Dodds Wealth, LLC
NEW54,215—+54,215——$2.6M—2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED53,21165,251-12,040-18%$3.3M$2.6M-$754.8K2026-10-14
Kestra Advisory Services, LLC
INCREASED51,73139,415+12,316+31%$2.0M$2.5M+$498.2K2026-11-02
Compass Financial Group, Inc.
INCREASED50,20345,894+4,309+9%$2.4M$2.4M+$91.5K2026-11-06
Globalt Investments LLC / GA
DECREASED45,88247,312-1,430-3%$2.4M$2.2M-$191.7K2026-10-27
Columbus Macro, LLC
DECREASED45,64875,158-29,510-39%$3.9M$2.2M-$1.6M2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED43,72954,939-11,210-20%$2.8M$2.1M-$687.8K2026-10-16
Greenwood Capital Associates LLC
INCREASED38,45435,732+2,722+8%$1.8M$1.9M+$40.4K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED38,11926,196+11,923+46%$1.3M$1.9M+$507.3K2026-10-13
Arista Wealth Management, LLC
UNCHANGED36,83936,83900%$1.9M$1.8M-$95.0K2026-10-29
Fort Washington Investment Advisors Inc
DECREASED34,52634,822-296-1%$1.8M$1.7M-$104.3K2026-10-15
Acropolis Investment Management, LLC
NEW33,830—+33,830——$1.6M—2026-10-08
Flagstar Securities, Inc
INCREASED31,45323,363+8,090+35%$1.2M$1.5M+$333.8K2026-10-15
Savant Capital, LLC
INCREASED31,02312,840+18,183+142%$649.5K$1.5M+$861.6K2026-11-06
Sowell Financial Services LLC
INCREASED28,89428,830+64+0%$1.5M$1.4M-$71.3K2026-10-23
TMB Capital Partners, LLC
INCREASED27,57927,496+83+0%$1.4M$1.3M-$66.9K2026-10-20
Schear Investment Advisers, LLC
NEW27,540—+27,540——$1.3M—2026-10-14
Tempo Wealth, LLC
INCREASED27,54026,254+1,286+5%$1.3M$1.3M-$5.1K2026-10-14
Y.D. More Investments Ltd
NEW27,263—+27,263——$1.3M—2026-11-02
Compound Planning, Inc.
DECREASED27,18654,383-27,197-50%$2.8M$1.3M-$1.5M2026-11-05
Pictet Asset Management Holding SA
DECREASED25,08328,525-3,442-12%$1.5M$1.2M-$241.3K2026-11-03
Ascentis Independent Advisors
NEW24,561—+24,561——$1.2M—2026-11-03
Patriot Investment Management Group, Inc.
DECREASED23,54324,718-1,175-5%$1.3M$1.1M-$121.0K2026-10-15
Csenge Advisory Group
INCREASED22,60221,129+1,473+7%$1.1M$1.1M+$17.3K2026-11-04
JGP Wealth Management, LLC
DECREASED22,28925,658-3,369-13%$1.3M$1.1M-$230.3K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED21,95620,556+1,400+7%$1.1M$1.1M+$15.2K2026-11-05
Kraft, Davis & Associates, LLC
DECREASED21,77399,757-77,984-78%$5.1M$1.1M-$4.0M2026-10-21
Pines Wealth Management, LLC
DECREASED20,65921,454-795-4%$1.1M$1.0M-$94.1K2026-10-21
WBH Advisory Inc
DECREASED20,58225,842-5,260-20%$1.3M$1.0M-$322.9K2026-11-05
Fifth Third Securities, Inc.
INCREASED20,07819,441+637+3%$997.1K$978.0K-$19.1K2026-10-21
Koshinski Asset Management, Inc.
INCREASED19,01615,638+3,378+22%$802.1K$926.2K+$124.2K2026-10-29
Innova Wealth Partners
INCREASED18,33713,717+4,620+34%$703.5K$893.2K+$189.7K2026-10-21
TFB Advisors LLC
INCREASED17,72116,531+1,190+7%$847.9K$863.2K+$15.3K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED16,51914,630+1,889+13%$750.4K$805.8K+$55.4K2026-10-30
Diligent Investors, LLC
DECREASED16,37316,710-337-2%$857.1K$797.5K-$59.5K2026-10-21
Calamos Advisors LLC
UNCHANGED16,35416,35400%$838.8K$796.6K-$42.2K2026-11-02
Lanark Financial, Inc.
INCREASED16,1958,983+7,212+80%$460.7K$788.9K+$328.1K2026-10-26
Penobscot Investment Management Company, Inc.
DECREASED15,30117,251-1,950-11%$884.8K$745.3K-$139.5K2026-10-26
Montecito Bank & Trust
UNCHANGED14,73714,73700%$755.9K$717.8K-$38.0K2026-10-01
Pacific Excel Wealth Advisors, Inc.
NEW14,459—+14,459——$704.3K—2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED14,42914,409+20+0%$739.0K$702.8K-$36.2K2026-10-19
Wealthstar Advisors, LLC
INCREASED14,38814,366+22+0%$736.8K$700.8K-$36.0K2026-10-19
Brookstone Capital Management
DECREASED13,93914,643-704-5%$751.0K$679.0K-$72.0K2026-10-22
PFG Advisors
INCREASED13,2348,988+4,246+47%$461.0K$644.6K+$183.6K2026-10-16
FAI Advisors, Inc.
INCREASED13,15812,993+165+1%$666.4K$640.9K-$25.5K2026-10-27
Independent Wealth Network Inc.
INCREASED13,11012,871+239+2%$660.2K$638.6K-$21.6K2026-10-19
Diversified Enterprises, LLC
INCREASED13,1039,433+3,670+39%$483.8K$638.2K+$154.4K2026-10-19
CRA Financial Services, LLC
DECREASED13,04913,649-600-4%$700.1K$635.6K-$64.4K2026-10-16
NTV Asset Management LLC
DECREASED12,62212,735-113-1%$653.2K$614.8K-$38.4K2026-10-23
United Advisor Group, LLC
INCREASED12,14012,024+116+1%$616.7K$591.3K-$25.4K2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED12,13612,13600%$622.5K$591.1K-$31.3K2026-10-28
Perigon Wealth Management, LLC
INCREASED11,93710,721+1,216+11%$549.9K$581.5K+$31.6K2026-10-22
Fisher Asset Management, LLC
DECREASED11,67414,191-2,517-18%$727.9K$568.6K-$159.2K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED11,64524,427-12,782-52%$1.3M$567.2K-$685.6K2026-11-06
Atria Investments, Inc
INCREASED11,64410,152+1,492+15%$520.7K$567.2K+$46.5K2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED11,60511,905-300-3%$610.6K$565.3K-$45.3K2026-11-03
Davidson Trust Co
INCREASED11,57211,459+113+1%$587.7K$563.7K-$24.1K2026-10-09
Alterna Wealth Management, Inc
UNCHANGED11,36111,36100%$582.7K$553.4K-$29.3K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED11,08210,948+134+1%$561.5K$539.8K-$21.8K2026-10-26
Steele Capital Management, Inc.
NEW10,772—+10,772——$524.7K—2026-11-02
Lido Advisors, LLC
INCREASED10,5046,726+3,778+56%$345.0K$511.7K+$166.7K2026-11-04
1900 Wealth Management LLC
DECREASED10,43110,887-456-4%$558.4K$508.1K-$50.3K2026-10-13
Breakwater Capital Group
DECREASED10,10010,556-456-4%$541.4K$492.0K-$49.4K2026-10-09
Waystone Advisors LLC
UNCHANGED9,9199,91900%$508.7K$508.7K$02026-10-16
Burke & Herbert Bank & Trust Co
DECREASED9,89913,412-3,513-26%$687.9K$482.2K-$205.7K2026-11-02
Brighton Jones LLC
NEW9,729—+9,729——$473.9K—2026-11-03
ShoreHaven Wealth Partners, LLC
INCREASED9,6256,783+2,842+42%$347.9K$468.8K+$120.9K2026-10-16
Park Avenue Securities LLC
DECREASED9,38410,238-854-8%$525.0K$457-$524.5K2026-10-26
Legacy Edge Advisors, LLC
NEW9,009—+9,009——$438.8K—2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED8,51713,040-4,523-35%$668.8K$414.9K-$254.0K2026-10-09
Moors & Cabot, Inc.
INCREASED8,3778,288+89+1%$425.1K$408.0K-$17.0K2026-11-06
Accurate Wealth Management, LLC
INCREASED8,2607,361+899+12%$373.3K$403.4K+$30.2K2026-10-20
PNC Financial Services Group, Inc.
INCREASED8,0816,829+1,252+18%$350.3K$393.6K+$43.4K2026-11-06
Meridian Wealth Management, LLC
DECREASED8,0278,215-188-2%$421.3K$391.0K-$30.3K2026-11-05
Kelly Financial Services LLC
DECREASED7,8118,983-1,172-13%$460.7K$380.5K-$80.3K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
NEW7,689—+7,689——$374.5K—2026-10-21
StoneX Group Inc.
NEW7,496—+7,496——$374.6K—2026-11-03
SBI Securities Co., Ltd.
DECREASED7,37212,027-4,655-39%$616.9K$359.1K-$257.8K2026-10-22
Miller Global Investments, LLC
NEW7,046—+7,046——$343.2K—2026-10-02
Spectrum Strategic Capital Management, LLC
DECREASED6,8696,994-125-2%$358.7K$334.6K-$24.1K2026-10-22
Private Trust Co NA
DECREASED6,8597,167-308-4%$367.6K$334.1K-$33.5K2026-10-20
Vise Technologies, Inc.
DECREASED6,69217,345-10,653-61%$889.6K$326.0K-$563.7K2026-10-29
Lyell Wealth Management, LP
UNCHANGED6,3606,36000%$326.2K$309.8K-$16.4K2026-10-30
Westover Capital Advisors, LLC
DECREASED6,189217,402-211,213-97%$11.2M$301.5K-$10.8M2026-10-26
Wedbush Securities Inc
NEW6,082—+6,082——$296—2026-10-22
IPG Investment Advisors LLC
UNCHANGED6,0276,02700%$309.1K$293.6K-$15.6K2026-10-30
Chicago Partners Investment Group LLC
DECREASED5,9636,171-208-3%$310.2K$294.3K-$16.0K2026-10-27
Prospera Financial Services Inc
DECREASED5,9347,028-1,094-16%$360.5K$294.1K-$66.4K2026-11-04
True North Advisors, LLC
INCREASED5,7505,681+69+1%$291.4K$280.1K-$11.3K2026-10-22
Richardson Financial Services Inc.
INCREASED5,7475,237+510+10%$268.6K$279.9K+$11.3K2026-10-30
Independent Financial Group, LLC
INCREASED5,6715,534+137+2%$283.8K$276.2K-$7.6K2026-10-13
Signal Advisors Wealth, LLC
DECREASED5,6587,677-2,019-26%$393.7K$275.6K-$118.1K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED5,6396,389-750-12%$327.7K$274.7K-$53.0K2026-10-22
Stewardship Advisors, LLC
INCREASED5,5085,257+251+5%$269.6K$268.3K-$1.3K2026-10-20
Sterling Investment Counsel, LLC
INCREASED5,4904,943+547+11%$253.5K$267.4K+$13.9K2026-10-19
Avantax Planning Partners, Inc.
DECREASED5,4637,407-1,944-26%$379.9K$266.1K-$113.8K2026-11-03
Noesis Capital Mangement Corp
INCREASED5,4485,419+29+1%$277.9K$265.4K-$12.6K2026-10-26
Apollon Wealth Management, LLC
DECREASED5,4365,712-276-5%$293.0K$264.8K-$28.2K2026-10-23
Evergreen Capital Management LLC
INCREASED5,2595,116+143+3%$262.4K$256.2K-$6.2K2026-10-23
Hippocratic Financial Advisors, LLC
UNCHANGED5,1575,15700%$264.5K$251.2K-$13.3K2026-10-13
Ledyard National Bank
DECREASED5,0225,555-533-10%$284.9K$244.6K-$40.3K2026-10-21
Southland Equity Partners LLC
DECREASED5,0185,118-100-2%$262.5K$244.4K-$18.1K2026-10-14
Daiwa Securities Group Inc.
INCREASED4,9894,915+74+2%$252.1K$243.0K-$9.1K2026-10-29
Destiny Wealth Partners, LLC
UNCHANGED4,9824,98200%$250.7K$245.6K-$5.1K2026-11-05
Nova Financial LLC
NEW4,813—+4,813——$234.4K—2026-11-04
Echo45 Advisors LLC
NEW4,737—+4,737——$230.7K—2026-10-07
Sonata Capital Group Inc
UNCHANGED4,7254,72500%$242.3K$230.2K-$12.2K2026-10-19
James Investment Research, Inc.
UNCHANGED4,6904,69000%$240.6K$228.5K-$12.1K2026-10-22
Flynn Zito Capital Management, LLC
INCREASED4,6094,608+1+0%$236.3K$224.5K-$11.8K2026-11-04
Lynx Investment Advisory
INCREASED4,3314,088+243+6%$209.7K$211.0K+$1.3K2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED4,3056,393-2,088-33%$327.9K$209.7K-$118.2K2026-11-02
Greenleaf Trust
NEW4,284—+4,284——$208.7K—2026-10-29
Essex Bank
INCREASED4,1774,094+83+2%$210.0K$203.4K-$6.6K2026-10-16
CoreCap Advisors, LLC
DECREASED4,1154,443-328-7%$227.9K$200.4K-$27.4K2026-10-08
Davenport & Co LLC
NEW4,109—+4,109——$200.1K—2026-10-14
North Star Investment Management Corp.
INCREASED3,3953,354+41+1%$172.0K$165.3K-$6.7K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED3,0752,246+829+37%$115.2K$149.8K+$34.6K2026-11-03
Blue Trust, Inc.
INCREASED2,8982,806+92+3%$143.9K$141.1K-$2.8K2026-10-15
Compass Financial Management LLC
INCREASED2,8902,846+44+2%$143.6K$140.8K-$2.9K2026-10-30
Wolff Wiese Magana LLC
DECREASED2,8002,899-99-3%$148.7K$136.4K-$12.3K2026-10-15
Rossby Financial, LCC
INCREASED2,479739+1,740+235%$37.9K$120.7K+$82.8K2026-11-05
Creative Financial Designs Inc
INCREASED2,2722,227+45+2%$114.2K$110.7K-$3.6K2026-11-04
WPG Advisers, LLC
INCREASED2,1822,109+73+3%$108.2K$106.3K-$1.9K2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
NEW1,820—+1,820——$88.7K—2026-10-29
Reap Financial Group, LLC
DECREASED1,7322,128-396-19%$109.2K$84.4K-$24.8K2026-11-02
Kingdom Financial Group Llc.
INCREASED1,6871,305+382+29%$66.9K$82.2K+$15.3K2026-11-04
Independence Bank of Kentucky
UNCHANGED1,4101,41000%$72.3K$68.7K-$3.6K2026-10-26
Rossmore Private Capital
UNCHANGED1,2081,20800%$62.0K$58.8K-$3.1K2026-10-27
Golden State Wealth Management, LLC
DECREASED1,1002,949-1,849-63%$151.3K$53.6K-$97.6K2026-11-02
Cape Investment Advisory, Inc.
INCREASED1,097993+104+10%$50.9K$53.4K+$2.5K2026-10-13
Central Trust Co
UNCHANGED1,0051,00500%$51.5K$49.0K-$2.6K2026-11-05
Gables Capital Management Inc.
DECREASED1,0002,651-1,651-62%$136.0K$48.7K-$87.3K2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED97597500%$50.0K$47.5K-$2.5K2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED90090000%$46.2K$43.8K-$2.3K2026-10-27
Root Financial Partners, LLC
DECREASED8687,150-6,282-88%$366.7K$42.3K-$324.4K2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED821671+150+22%$34.4K$40.0K+$5.6K2026-11-03
Parallel Advisors, LLC
DECREASED769825-56-7%$42.3K$37.5K-$4.9K2026-11-03
Jacobi Capital Management LLC
NEW757—+757——$36.9K—2026-11-05
Silver Grove Financial Group, Inc.
DECREASED704908-204-22%$46.6K$34.3K-$12.3K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED68268200%$35.0K$33.2K-$1.8K2026-10-13
Creative Capital Management Investments LLC
UNCHANGED66666600%$34.2K$32.4K-$1.7K2026-10-28
Abound Wealth Management
NEW658—+658——$32.1K—2026-10-26
Register Financial Advisors LLC
INCREASED65793+564+606%$4.8K$32.0K+$27.2K2026-10-23
Montag A & Associates Inc
NEW646—+646——$31.5K—2026-10-29
Thompson Investment Management, Inc.
UNCHANGED61961900%$31.7K$30.2K-$1.6K2026-10-14
Archer Investment Corp
DECREASED6121,567-955-61%$80.4K$29.8K-$50.6K2026-11-05
IFP Advisors, Inc
INCREASED612422+190+45%$21.6K$29.8K+$8.2K2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED608607+1+0%$31.1K$29.6K-$1.5K2026-11-02
Canton Hathaway, LLC
UNCHANGED49049000%$25.1K$23.9K-$1.3K2026-10-23
Addison Advisors LLC
UNCHANGED48648600%$24.9K$23.7K-$1.3K2026-11-06
Winthrop Capital Management, LLC
UNCHANGED48548500%$25.0K$23.6K-$1.4K2026-11-05
Citigroup Inc
INCREASED480117+363+310%$6.0K$23.4K+$17.4K2026-11-04
United Financial Planning Group LLC
INCREASED477471+6+1%$24.2K$23.2K-$9362026-11-04
Farmers & Merchants Investments Inc
UNCHANGED45645600%$23.4K$22.2K-$1.2K2026-10-22
Gen-Wealth Partners Inc
UNCHANGED45345300%$23.2K$22.1K-$1.2K2026-11-04
Foster Dykema Cabot & Partners, LLC
INCREASED443354+89+25%$18.2K$21.6K+$3.4K2026-10-30
Trust Co of Vermont
INCREASED417307+110+36%$15.7K$20.3K+$4.6K2026-10-21
Latitude Advisors, LLC
NEW400—+400——$19.5K—2026-10-27
Piscataqua Savings Bank
UNCHANGED39639600%$20.3K$19.3K-$1.0K2026-10-21
Allspring Global Investments Holdings, LLC
NEW390—+390——$18.9K—2026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED36036000%$18$17-$12026-11-02
Investors Research Corp
UNCHANGED33833800%$17.3K$16.5K-$8722026-10-07
Arlington Trust Co LLC
UNCHANGED32032000%$16.4K$15.6K-$8262026-10-20
Asset Dedication, LLC
DECREASED277800-523-65%$41.0K$13.5K-$27.5K2026-11-03
Towne Trust Company, N.a
DECREASED274885-611-69%$45.4K$13.3K-$32.0K2026-10-28
Caldwell Trust Co
UNCHANGED25625600%$13.1K$12.5K-$6602026-10-30
Cullen T Bankers, Inc.
DECREASED1861,702-1,516-89%$87.3K$9.1K-$78.2K2026-10-28
Toth Financial Advisory Corp
NEW184—+184——$9.0K—2026-10-08
High Note Wealth, LLC
UNCHANGED17417400%$8.9K$8.5K-$4482026-10-27
Axiom Investment Management LLC
UNCHANGED16816800%$8.6K$8.2K-$4342026-11-03
Clearstead Advisors, LLC
UNCHANGED16016000%$8.2K$7.8K-$4122026-11-06
Princeton Global Asset Management LLC
UNCHANGED14814800%$7.6K$7.2K-$3822026-10-21
Capital Investment Counsel, Inc
NEW147—+147——$7.2K—2026-10-20
Rydar Equities, Inc.
NEW137—+137——$6.7K—2026-10-13
Bear Mountain Capital, Inc.
NEW137—+137——$6.7K—2026-11-04
Trust Co of Toledo NA
UNCHANGED13513500%$6.9K$6.6K-$3482026-10-16
Vima LLC
UNCHANGED13013000%$6.7K$6.3K-$3362026-10-23
Nemes Rush Group LLC
UNCHANGED11711700%$6.0K$5.7K-$3022026-11-04
AlphaCore Capital LLC
DECREASED107789-682-86%$40.5K$5.2K-$35.3K2026-11-04
Evolution Wealth Management Inc.
DECREASED105164-59-36%$8.4K$5.1K-$3.3K2026-10-28
Reicon Wealth Advisors, LLC
NEW102—+102——$5.0K—2026-11-04
EPG Wealth Management LLC
UNCHANGED989800%$5.0K$4.8K-$2522026-11-03
JFS Wealth Advisors, LLC
UNCHANGED939300%$4.8K$4.5K-$2392026-11-03
Networth Advisors, LLC
INCREASED8887+1+1%$4.5K$4.3K-$1732026-11-03
Bayban
UNCHANGED868600%$4.4K$4.4K$02026-11-05
Davis Capital Management
UNCHANGED696900%$3.5K$3.4K-$1782026-10-08
Spire Wealth Management
UNCHANGED656500%$3.3K$3.2K-$1682026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED646400%$3.3K$3.1K-$1612026-11-02
WestEnd Advisors, LLC
UNCHANGED636300%$3.2K$3.1K-$1622026-10-27
Activest Wealth Management
UNCHANGED484800%$2.5K$2.3K-$1242026-10-15
Chapman Financial Group, LLC
UNCHANGED484800%$2.5K$2.3K-$1232026-10-26
MassMutual Private Wealth & Trust, FSB
NEW38—+38——$1.9K—2026-10-05
Buck Wealth Strategies, LLC
UNCHANGED373700%$1.9K$1.8K-$922026-10-28
Tounjian Advisory Partners, LLC
NEW29—+29——$1.4K—2026-11-04
PayPay Securities Corp
INCREASED2623+3+13%$1.2K$1.3K+$862026-10-27
Coston, McIsaac & Partners
UNCHANGED202000%$1$1.0K+$1.0K2026-11-06
Horizon Financial Services, LLC
UNCHANGED181800%$923$877-$462026-11-04
Realta Investment Advisors
UNCHANGED101000%$513$487-$262026-10-14
James T. Borello RIA
NEW8—+8——$390—2026-10-16
Larson Financial Group LLC
DECREASED7681-674-99%$34.9K$341-$34.6K2026-11-05
Provenance Wealth Advisors, LLC
NEW3—+3——$146—2026-10-30
TD Private Client Wealth LLC
UNCHANGED1100%$70$66-$42026-10-28
Covestor Ltd
NEW0—0——$0—2026-10-30
Principal Financial Group Inc
CLOSED016,668-16,668-100%$854.8K$0-$854.8K2026-11-02
Americana Partners, LLC
CLOSED010,101-10,101-100%$518.1K$0-$518.1K2026-10-28
Elevation Point Wealth Partners, LLC
CLOSED08,350-8,350-100%$428.3K$0-$428.3K2026-11-05
Colton Groome Financial Advisors, LLC
CLOSED07,975-7,975-100%$409.0K$0-$409.0K2026-10-06
OpenArc Corporate Advisory, LLC
CLOSED07,048-7,048-100%$361.5K$0-$361.5K2026-10-21
Hohimer Wealth Management, LLC
CLOSED07,013-7,013-100%$359.7K$0-$359.7K2026-11-04
Mission Wealth Management, LP
CLOSED06,773-6,773-100%$347.4K$0-$347.4K2026-10-15
Ejmk Ventures LLC
CLOSED06,062-6,062-100%$310.9K$0-$310.9K2026-10-21
Merited Wealth, LLC
CLOSED04,988-4,988-100%$255.8K$0-$255.8K2026-10-13
Central Valley Advisors, LLC
CLOSED04,732-4,732-100%$242.7K$0-$242.7K2026-10-27
Global Assets Advisory, LLC
CLOSED04,262-4,262-100%$217.5K$0-$217.5K2026-10-28
Country Trust Bank
CLOSED04,139-4,139-100%$212.3K$0-$212.3K2026-10-30
Eastern Bank
CLOSED03,433-3,433-100%$176.1K$0-$176.1K2026-10-05
Pacifica Partners Inc.
CLOSED01,710-1,710-100%$87.4K$0-$87.4K2026-10-09
AdvisorNet Financial, Inc
CLOSED01,338-1,338-100%$68.6K$0-$68.6K2026-10-15
Pinnacle Bancorp, Inc.
CLOSED01,334-1,334-100%$68.4K$0-$68.4K2026-10-21
International Assets Investment Management, LLC
CLOSED0961-961-100%$49.0K$0-$49.0K2026-11-02
NorthAvenue LLC
CLOSED0523-523-100%$26.8K$0-$26.8K2026-10-29
Salem Investment Counselors Inc
CLOSED0307-307-100%$15.7K$0-$15.7K2026-10-13
BankPlus Trust Department
CLOSED0274-274-100%$14.1K$0-$14.1K2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED0239-239-100%$12.3K$0-$12.3K2026-11-04
Olistico Wealth, LLC
CLOSED0151-151-100%$7.7K$0-$7.7K2026-10-05
Robinswood Financial LLC
CLOSED098-98-100%$5.0K$0-$5.0K2026-10-20
Tucker Asset Management LLC
CLOSED040-40-100%$2.1K$0-$2.1K2026-10-29
Cornerstone Planning Group LLC
CLOSED035-35-100%$1.8K$0-$1.8K2026-10-16
Financial Consulate, Inc
CLOSED032-32-100%$1.6K$0-$1.6K2026-10-23
Sunrise Financial Services, LLC
CLOSED014-14-100%$718$0-$7182026-10-21
Indiana Trust & Investment Management Co
CLOSED08-8-100%$410$0-$4102026-10-22
Signaturefd, LLC
CLOSED05-5-100%$256$0-$2562026-10-23
Cherry Tree Wealth Management, LLC
CLOSED02-2-100%$103$0-$1032026-10-15
Kozak & Associates, Inc.
CLOSED01-1-100%$43$0-$432026-10-29
Hurley Capital, LLC
DECREASED020-20-100%$1.0K$6-$1.0K2026-11-05
Bank of America Corp
N/A—64,560,210-64,560,210-100%$3.3B———
UBS Group AG
N/A—58,744,213-58,744,213-100%$3.0B———
Empower Advisory Group, LLC
N/A—21,938,094-21,938,094-100%$1.1B———
Ameriprise Financial Inc
N/A—14,266,966-14,266,966-100%$730.8M———
Tiaa Wealth Investment Management LLC
N/A—11,596,236-11,596,236-100%$597.4M———
UBS Asset Management Americas LLC
N/A—11,011,795-11,011,795-100%$564.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,965,515-8,965,515-100%$459.8M———
BlackRock, Inc.
N/A—8,824,279-8,824,279-100%$452.6M———
Stifel Financial Corp
N/A—8,274,513-8,274,513-100%$424.4M———
Envestnet Asset Management Inc
N/A—6,437,173-6,437,173-100%$330.2M———
Franklin Resources Inc
N/A—4,953,875-4,953,875-100%$254.1M———
SEI Investments Co
N/A—3,563,725-3,563,725-100%$182.8M———
1832 Asset Management L.P.
N/A—3,295,494-3,295,494-100%$169.0M———
Morgan Stanley
N/A—2,905,095-2,905,095-100%$149.0M———
Mercer Global Advisors Inc
N/A—2,389,937-2,389,937-100%$122.6M———
Wells Fargo & Company
N/A—2,385,989-2,385,989-100%$122.4M———
JPMorgan Chase & Co
N/A—1,958,795-1,958,795-100%$100.9M———
Beacon Pointe Advisors, LLC
N/A—1,502,940-1,502,940-100%$77.1M———
Cetera Investment Advisers
N/A—1,296,025-1,296,025-100%$66.5M———
Voya Financial Advisors, Inc.
N/A—826,967-826,967-100%$42.6M———
Liberty Mutual Group Asset Management Inc.
N/A—714,850-714,850-100%$36.7M———
Raymond James Financial Inc
N/A—690,017-690,017-100%$35.4M———
Captrust Financial Advisors
N/A—628,294-628,294-100%$32.2M———
Royal Bank of Canada
N/A—554,822-554,822-100%$28.5M———
State Farm Mutual Automobile Insurance Co
N/A—546,405-546,405-100%$28.0M———
Santa Clara Valley Transportation Authority
N/A—505,717-505,717-100%$25.9M———
Strategic Investment Advisors / MI
N/A—436,367-436,367-100%$22.4M———
Blue Edge Capital, LLC
N/A—426,139-426,139-100%$21.9M———
ST Germain D J Co Inc
N/A—415,596-415,596-100%$21.3M———
Advisors Capital Management, LLC
N/A—408,723-408,723-100%$21.0M———
OneDigital Investment Advisors LLC
N/A—365,404-365,404-100%$18.7M———
Susquehanna International Group, LLP
N/A—350,520-350,520-100%$18.0M———
Pallas Capital Advisors LLC
N/A—338,709-338,709-100%$17.4M———
Modern Wealth Management, LLC
N/A—327,457-327,457-100%$16.8M———
Steward Partners Investment Advisory, LLC
N/A—287,652-287,652-100%$14.8M———
Tiaa Trust, National Association
N/A—284,211-284,211-100%$14.6M———
Prudential PLC
N/A—281,860-281,860-100%$14.5M———
Destination Wealth Management
N/A—279,770-279,770-100%$14.3M———
Shelter Mutual Insurance Co
N/A—263,974-263,974-100%$13.5M———
HSBC Holdings PLC
N/A—233,879-233,879-100%$12.0M———
One Capital Management, LLC
N/A—199,428-199,428-100%$10.2M———
Allstate Corp
N/A—198,315-198,315-100%$10.2M———
Glassy Mountain Advisors, Inc.
N/A—195,683-195,683-100%$10.0M———
Rockefeller Capital Management L.P.
N/A—184,811-184,811-100%$9.5M———
Dakota Wealth Management
N/A—180,895-180,895-100%$9.3M———
Baird Financial Group, Inc.
N/A—179,591-179,591-100%$9.2M———
NewEdge Advisors, LLC
N/A—149,249-149,249-100%$7.7M———
Smartleaf Asset Management LLC
N/A—135,350-135,350-100%$7.0M———
Osaic Holdings, Inc.
N/A—130,820-130,820-100%$6.7M———
Trivant Custom Portfolio Group, LLC
N/A—130,399-130,399-100%$6.7M———
Sanctuary Advisors, LLC
N/A—124,308-124,308-100%$6.4M———
Napier Financial, LLC
N/A—111,352-111,352-100%$5.7M———
Financial Avengers, Inc.
N/A—110,014-110,014-100%$5.6M———
Goldman Sachs Group Inc
N/A—109,201-109,201-100%$5.6M———
Wealthspire Retirement, LLC
N/A—108,163-108,163-100%$5.5M———
Bartlett & Co. Wealth Management LLC
N/A—104,710-104,710-100%$5.4M———
Banque Transatlantique SA
N/A—102,109-102,109-100%$5.2M———
Fairlight Advisors
N/A—97,672-97,672-100%$5.0M———
M&T Bank Corp
N/A—78,065-78,065-100%$4.0M———
Bank of Montreal
N/A—73,693-73,693-100%$3.8M———
Checchi Capital Advisers, LLC
N/A—72,778-72,778-100%$3.7M———
Janney Montgomery Scott LLC
N/A—63,691-63,691-100%$3.3M———
Gateway Wealth Partners, LLC
N/A—58,053-58,053-100%$3.0M———
Northwestern Mutual Wealth Management Co
N/A—52,305-52,305-100%$2.7M———
NewEdge Wealth, LLC
N/A—50,875-50,875-100%$2.6M———
Stratos Investment Management, LLC
N/A—50,685-50,685-100%$2.6M———
Jones Financial Companies Lllp
N/A—43,268-43,268-100%$2.2M———
Quadrature Capital Ltd
N/A—39,688-39,688-100%$2.0M———
MML Investors Services, LLC
N/A—37,866-37,866-100%$1.9M———
World Investment Advisors
N/A—37,834-37,834-100%$1.9M———
Banco Santander, S.A.
N/A—37,440-37,440-100%$1.9M———
Mariner, LLC
N/A—34,407-34,407-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—33,505-33,505-100%$1.7M———
Global Retirement Partners, LLC
N/A—32,537-32,537-100%$1.7M———
Bellwether Advisors, LLC
N/A—30,236-30,236-100%$1.6M———
Advyzon Investment Management, LLC
N/A—29,637-29,637-100%$1.5M———
Bessemer Group Inc
N/A—27,832-27,832-100%$1.4M———
Mmbg Investment Advisors Co.
N/A—27,795-27,795-100%$1.4M———
Sequoia Financial Advisors, LLC
N/A—26,616-26,616-100%$1.4M———
Pathstone Holdings, LLC
N/A—26,223-26,223-100%$1.3M———
Tolleson Wealth Management, Inc.
N/A—26,154-26,154-100%$1.3M———
Arkadios Wealth Advisors
N/A—25,862-25,862-100%$1.3M———
Cumberland Partners Ltd
N/A—23,957-23,957-100%$1.2M———
Gotham Asset Management, LLC
N/A—23,924-23,924-100%$1.2M———
Pinnacle Financial Partners, Inc.
N/A—22,931-22,931-100%$1.2M———
Great Valley Advisor Group, Inc.
N/A—22,705-22,705-100%$1.2M———
Waverly Advisors, LLC
N/A—22,290-22,290-100%$1.1M———
FMR LLC
N/A—21,487-21,487-100%$1.1M———
Natixis Advisors, LLC
N/A—21,265-21,265-100%$1.1M———
Members Trust Co
N/A—20,219-20,219-100%$1.0M———
Saiph Capital, LLC
N/A—20,191-20,191-100%$1.0M———
Citadel Advisors LLC
N/A—19,571-19,571-100%$1.0M———
Van Hulzen Asset Management, LLC
N/A—18,667-18,667-100%$957.4K———
Principal Securities, Inc.
N/A—18,268-18,268-100%$937.0K———
Summit Financial, LLC
N/A—17,999-17,999-100%$923.2K———
Integrated Wealth Concepts LLC
N/A—17,885-17,885-100%$917.3K———
Old Mission Capital LLC
N/A—17,346-17,346-100%$889.7K———
NorthRock Partners, LLC
N/A—17,062-17,062-100%$875.1K———
Prepared Retirement Institute LLC
N/A—16,500-16,500-100%$846.3K———
Private Advisor Group, LLC
N/A—15,884-15,884-100%$814.7K———
Seascape Capital Management
N/A—15,575-15,575-100%$799.0K———
Northern Trust Corp
N/A—15,378-15,378-100%$788.7K———
Alesco Advisors, LLC, An ESL Co
N/A—15,295-15,295-100%$784.5K———
Arete Wealth Advisors, LLC
N/A—15,104-15,104-100%$774.7K———
Oxinas Partners, LLC
N/A—14,928-14,928-100%$765.7K———
Investment Advisory Group, LLC
N/A—14,556-14,556-100%$746.6K———
MAI Capital Management
N/A—14,469-14,469-100%$742.1K———
Federation des caisses Desjardins du Quebec
N/A—13,692-13,692-100%$702.3K———
Croban
N/A—13,011-13,011-100%$667.3K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—12,698-12,698-100%$651.3K———
Focus Partners Wealth
N/A—12,316-12,316-100%$631.7K———
Renaissance Technologies LLC
N/A—12,100-12,100-100%$620.6K———
Landing Point Financial Group, LLC
N/A—11,832-11,832-100%$606.9K———
Koss-Olinger Consulting, LLC
N/A—11,156-11,156-100%$572.2K———
HighTower Advisors, LLC
N/A—10,606-10,606-100%$544.0K———
Foundations Investment Advisors, LLC
N/A—9,893-9,893-100%$507.4K———
&partners
N/A—9,856-9,856-100%$501.0K———
Regal Investment Advisors LLC
N/A—9,538-9,538-100%$489.2K———
Wescott Financial Advisory Group, LLC
N/A—9,277-9,277-100%$475.8K———
AE Wealth Management LLC
N/A—9,244-9,244-100%$474.1K———
Cerity Partners LLC
N/A—8,624-8,624-100%$442.3K———
Ameritas Advisory Services, LLC
N/A—8,354-8,354-100%$428.5K———
CIBC World Market Inc.
N/A—8,353-8,353-100%$428.4K———
Vestmark Advisory Solutions, Inc.
N/A—8,350-8,350-100%$428.3K———
Valley Financial Group, Inc.
N/A—8,235-8,235-100%$422.3K———
Snowden Capital Advisors LLC
N/A—8,235-8,235-100%$422.4K———
Betterment LLC
N/A—8,084-8,084-100%$415.0K———
Lifeworks Advisors, LLC
N/A—7,930-7,930-100%$406.7K———
Benjamin Edwards Inc
N/A—7,899-7,899-100%$405.1K———
Cahill Financial Advisors Inc
N/A—7,849-7,849-100%$402.6K———
SageView Advisory Group, LLC
N/A—6,959-6,959-100%$356.9K———
Yukon Wealth Management, Inc.
N/A—6,861-6,861-100%$351.9K———
Manning & Napier Advisors LLC
N/A—6,817-6,817-100%$349.6K———
Flow Traders U.S. LLC
N/A—6,441-6,441-100%$330.0K———
Commerce Bank
N/A—6,391-6,391-100%$327.8K———
Fort Point Capital Partners LLC
N/A—5,902-5,902-100%$302.7K———
Synergy Investment Management, LLC
N/A—5,646-5,646-100%$289.3K———
CIBC Bancorp USA Inc.
N/A—5,577-5,577-100%$286.0K———
Stratos Wealth Partners, Ltd.
N/A—5,481-5,481-100%$281.1K———
Advisory Services Network, LLC
N/A—5,455-5,455-100%$279.8K———
TD Capital Management LLC
N/A—5,350-5,350-100%$274.4K———
Ausdal Financial Partners, Inc.
N/A—5,323-5,323-100%$273.0K———
Fortis Advisors, LLC
N/A—5,300-5,300-100%$271.8K———
Petra Financial Advisors Inc
N/A—5,146-5,146-100%$263.9K———
Azimuth Capital Investment Management LLC
N/A—5,093-5,093-100%$261.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—4,964-4,964-100%$254.6K———
PFG Investments, LLC
N/A—4,421-4,421-100%$226.8K———
National Philanthropic Trust
N/A—4,406-4,406-100%$226.0K———
Quantinno Capital Management LP
N/A—4,363-4,363-100%$223.8K———
Clearbridge Investments, LLC
N/A—4,166-4,166-100%$213.7K———
Truvestments Capital LLC
N/A—3,848-3,848-100%$197.4K———
IFG Advisory, LLC
N/A—3,513-3,513-100%$180.2K———
Qube Research & Technologies Ltd
N/A—3,071-3,071-100%$157.5K———
Blair William & Co
N/A—2,605-2,605-100%$133.6K———
National Bank of Canada
N/A—2,571-2,571-100%$131.8K———
Arax Advisory Partners
N/A—2,450-2,450-100%$125.7K———
Geneos Wealth Management Inc.
N/A—2,132-2,132-100%$109.4K———
Vanguard Advisers Inc
N/A—2,119-2,119-100%$108.7K———
Fiduciary Financial Advisors
N/A—1,934-1,934-100%$99.2K———
Atomic Invest LLC
N/A—1,921-1,921-100%$99.0K———
Colonial Trust Co / SC
N/A—1,697-1,697-100%$87.4K———
Continuum Advisory, LLC
N/A—1,568-1,568-100%$80.4K———
SouthState Bank Corp
N/A—1,379-1,379-100%$70.7K———
Edmond de Rothschild Holding S.A.
N/A—1,240-1,240-100%$63.6K———
Hamrick Investment Counsel, llc
N/A—864-864-100%$44.3K———
Reyl & Cie S.A.
N/A—820-820-100%$42.1K———
Strive Financial Group,LLC
N/A—790-790-100%$40.5K———
Harbour Investments, Inc.
N/A—765-765-100%$39.2K———
Aptus Capital Advisors, LLC
N/A—708-708-100%$36.3K———
Dunhill Financial, LLC
N/A—602-602-100%$30.9K———
Rialto Wealth Management, LLC
N/A—566-566-100%$29.0K———
Delos Wealth Advisors, LLC
N/A—516-516-100%$26.5K———
Wellington-Altus USA Inc.
N/A—500-500-100%$25.6K———
Anchor Investment Management, LLC
N/A—463-463-100%$23.7K———
BFC Planning, Inc.
N/A—436-436-100%$22.4K———
Cheviot Value Management, LLC
N/A—389-389-100%$20.0K———
LRI Investments, LLC
N/A—375-375-100%$19.2K———
Beaird Harris Wealth Management, LLC
N/A—352-352-100%$18.1K———
Millstone Evans Group, LLC
N/A—352-352-100%$18.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—265-265-100%$13.6K———
Topsail Wealth Management, LLC
N/A—256-256-100%$13.1K———
FAS Wealth Partners, Inc.
N/A—253-253-100%$13.0K———
Sittner & Nelson, LLC
N/A—240-240-100%$12.3K———
Huntington National Bank
N/A—230-230-100%$11.8K———
HHM Wealth Advisors, LLC
N/A—204-204-100%$10.5K———
Fourth Dimension Wealth, LLC
N/A—200-200-100%$10.3K———
Nomura Asset Management Co LTD
N/A—200-200-100%$10.3K———
Virtus Advisers, LLC
N/A—180-180-100%$9.2K———
Top Private Wealth Llc.
N/A—164-164-100%$8.4K———
Bogart Wealth, LLC
N/A—150-150-100%$7.7K———
Founders Financial Alliance, LLC
N/A—133-133-100%$6.8K———
Lowe Brockenbrough & Co Inc
N/A—125-125-100%$6.4K———
Motco
N/A—98-98-100%$5.0K———
Hantz Financial Services, Inc.
N/A—84-84-100%$4———
Tower Research Capital LLC (TRC)
N/A—82-82-100%$4.2K———
Mcguire Capital Advisors Inc
N/A—80-80-100%$4.1K———
Capital Analysts, LLC
N/A—76-76-100%$4———
Ameriflex Group, Inc.
N/A—74-74-100%$3.8K———
Johnson Financial Group, Inc.
N/A—69-69-100%$3.5K———
Coppell Advisory Solutions LLC
N/A—64-64-100%$1.7M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—58-58-100%$3.0K———
Glen Eagle Advisors, LLC
N/A—55-55-100%$2.8K———
Timbuktu Capital Management, LLC
N/A—50-50-100%$2.6K———
Hollencrest Capital Management
N/A—45-45-100%$2.3K———
HM Payson & Co
N/A—41-41-100%$2.1K———
N.E.W. Advisory Services LLC
N/A—26-26-100%$1.3K———
Meramec Financial Planners, LLC
N/A—15-15-100%$756———
Transamerica Financial Advisors, LLC
N/A—11-11-100%$592———
HighMark Wealth Management LLC
N/A—4-4-100%$188———
Rothschild Investment LLC
N/A—1-1-100%$37———
BlueCrest Capital Management Ltd
N/A—1-1-100%$51———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$71———
Showing 506 of 506 institutions