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Ishares 5-10Y INV Grade Corp (IGIB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares9,396,425 from 7,886,379
Change+1,510,046 (+19%)
Value$473.1M (+$53.8M)
Filed 2026-10-21
Matson Money. Inc.
INCREASED
Shares4,051,363 from 3,824,777
Change+226,586 (+6%)
Value$204.0M (+$622.7K)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares3,251,440 from 2,883,337
Change+368,103 (+13%)
Value$163.7M (+$10.4M)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares2,270,441 from 1,267,986
Change+1,002,455 (+79%)
Value$114.3M (+$46.9M)
Filed 2026-10-30
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares2,209,181 from 2,100,716
Change+108,465 (+5%)
Value$111.2M (-$462.8K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares2,184,246 from 2,247,726
Change-63,480 (-3%)
Value$110.0M (-$9.5M)
Filed 2026-10-08
Greenwood Gearhart LLC
DECREASED
Shares1,556,034 from 1,822,054
Change-266,020 (-15%)
Value$78.3M (-$18.5M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,321,391 from 1,324,397
Change-3,006 (0%)
Value$66.5M (-$3.9M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,308,920 from 1,213,272
Change+95,648 (+8%)
Value$66.1M (+$2.2M)
Filed 2026-10-13
RMG Wealth Management LLC
INCREASED
Shares1,304,233 from 1,253,129
Change+51,104 (+4%)
Value$66.7M (+$1.2M)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares1,264,647 from 1,232,515
Change+32,132 (+3%)
Value$63.7M (-$1.9M)
Filed 2026-11-04
MFA Wealth Advisors, LLC
INCREASED
Shares1,022,700 from 1,018,889
Change+3,811 (+0%)
Value$51.5M (-$2.7M)
Filed 2026-10-07
Flagstone Financial Management
INCREASED
Shares896,965 from 843,498
Change+53,467 (+6%)
Value$45.2M (+$313.4K)
Filed 2026-11-05
Dodds Wealth, LLC
DECREASED
Shares879,610 from 923,932
Change-44,322 (-5%)
Value$44.3M (-$4.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares831,087 from 750,041
Change+81,046 (+11%)
Value$41.8M (+$2.0M)
Filed 2026-11-02
CVS Health Corp
INCREASED
Shares705,000 from 440,000
Change+265,000 (+60%)
Value$35.5M (+$12.1M)
Filed 2026-11-05
Thoma Capital Management LLC
INCREASED
Shares698,644 from 677,770
Change+20,874 (+3%)
Value$35.2M (-$860.3K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares570,007 from 823,390
Change-253,383 (-31%)
Value$28.7M (-$15.1M)
Filed 2026-11-05
Schmidt P J Investment Management Inc
INCREASED
Shares537,153 from 535,661
Change+1,492 (+0%)
Value$27.0M (-$1.4M)
Filed 2026-11-02
Ameliora Wealth Management Ltd.
DECREASED
Shares499,147 from 520,969
Change-21,822 (-4%)
Value$25.1M (-$2.6M)
Filed 2026-10-23
Klaas Financial Asset Advisors, LLC
INCREASED
Shares497,936 from 497,068
Change+868 (+0%)
Value$25.1M (-$1.4M)
Filed 2026-10-19
One Way Holdings LLC
INCREASED
Shares496,300 from 468,142
Change+28,158 (+6%)
Value$25.0M (+$97.6K)
Filed 2026-10-29
Birchbrook, Inc.
INCREASED
Shares494,800 from 481,354
Change+13,446 (+3%)
Value$24.9M (-$680.4K)
Filed 2026-10-14
Black Diamond Financial, LLC
INCREASED
Shares462,424 from 441,318
Change+21,106 (+5%)
Value$23.3M (-$181.8K)
Filed 2026-10-26
BCK Partners, Inc.
INCREASED
Shares441,895 from 423,132
Change+18,763 (+4%)
Value$22.2M (-$248.5K)
Filed 2026-10-23
Arkansas Financial Group, Inc.
DECREASED
Shares437,315 from 441,461
Change-4,146 (-1%)
Value$22.0M (-$1.5M)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
INCREASED
Shares432,868 from 400,135
Change+32,733 (+8%)
Value$21.8M (+$519.7K)
Filed 2026-10-16
DT Investment Partners, LLC
INCREASED
Shares419,580 from 355,081
Change+64,499 (+18%)
Value$21.1M (+$2.2M)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares412,406 from 414,219
Change-1,813 (0%)
Value$20.8M (-$1.3M)
Filed 2026-10-08
Venture Visionary Partners LLC
NEW
Shares409,520
Change+409,520
Value$20.6M
Filed 2026-10-07
Creative Planning
INCREASED
Shares401,028 from 255,644
Change+145,384 (+57%)
Value$20.2M (+$6.6M)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares394,791 from 394,985
Change-194 (0%)
Value$19.9M (-$1.1M)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares389,266 from 387,811
Change+1,455 (+0%)
Value$19.6M (-$1.0M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares388,984 from 277,106
Change+111,878 (+40%)
Value$19.6M (+$4.9M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares377,190 from 341,081
Change+36,109 (+11%)
Value$19.2M (+$1.4M)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares359,435 from 288,431
Change+71,004 (+25%)
Value$18.1M (+$2.8M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares357,319 from 54,807
Change+302,512 (+552%)
Value$18.0M (+$15.1M)
Filed 2026-10-16
Rational Advisors, Inc.
INCREASED
Shares318,425 from 271,160
Change+47,265 (+17%)
Value$16.0M (+$1.6M)
Filed 2026-11-02
Blue Fin Capital, Inc.
INCREASED
Shares296,561 from 276,970
Change+19,591 (+7%)
Value$14.9M (+$205.3K)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
INCREASED
Shares280,456 from 261,214
Change+19,242 (+7%)
Value$14.1M (+$232.2K)
Filed 2026-10-06
D.A. Davidson & Co.
INCREASED
Shares277,188 from 267,934
Change+9,254 (+3%)
Value$14.0M (-$289.6K)
Filed 2026-10-28
Naples Global Advisors, LLC
INCREASED
Shares270,173 from 237,811
Change+32,362 (+14%)
Value$13.6M (+$958.8K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares262,112 from 495,446
Change-233,334 (-47%)
Value$13.2M (-$13.1M)
Filed 2026-10-19
Caldwell Trust Co
INCREASED
Shares255,132 from 250,113
Change+5,019 (+2%)
Value$12.8M (-$452.6K)
Filed 2026-10-30
BAR Harbor Wealth Management
DECREASED
Shares253,432 from 257,358
Change-3,926 (-2%)
Value$12.8M (-$923.4K)
Filed 2026-10-21
Semitam Bonam LLC
INCREASED
Shares238,397 from 215,503
Change+22,894 (+11%)
Value$12.0M (+$545.0K)
Filed 2026-10-27
Jmac Enterprises LLC
INCREASED
Shares237,550 from 234,126
Change+3,424 (+1%)
Value$12.0M (-$487.8K)
Filed 2026-10-30
Mendota Financial Group, LLC
INCREASED
Shares236,711 from 230,266
Change+6,445 (+3%)
Value$11.9M (-$324.9K)
Filed 2026-10-07
CoreCap Advisors, LLC
INCREASED
Shares234,396 from 183,028
Change+51,368 (+28%)
Value$11.8M (+$2.1M)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares233,745 from 209,320
Change+24,425 (+12%)
Value$11.8M (+$640.0K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares228,740 from 242,741
Change-14,001 (-6%)
Value$11.5M (-$1.4M)
Filed 2026-11-05
Anchor Capital Advisors LLC
INCREASED
Shares228,028 from 220,463
Change+7,565 (+3%)
Value$11.5M (-$240.8K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares224,769 from 213,516
Change+11,253 (+5%)
Value$11.3K (-$11.3M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares224,097 from 193,657
Change+30,440 (+16%)
Value$11.3K (-$10.3M)
Filed 2026-11-02
Burns Matteson Capital Management, LLC
DECREASED
Shares217,749 from 218,148
Change-399 (0%)
Value$11.0M (-$635.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares216,492 from 169,163
Change+47,329 (+28%)
Value$10.9M (+$1.9M)
Filed 2026-10-26
Ticino Wealth
DECREASED
Shares199,455 from 203,319
Change-3,864 (-2%)
Value$10.0M (-$767.9K)
Filed 2026-10-13
Rebalance, LLC
INCREASED
Shares194,837 from 189,127
Change+5,710 (+3%)
Value$9.8M (-$245.9K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares191,977 from 165,718
Change+26,259 (+16%)
Value$9.7M (+$854.8K)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares182,443 from 168,033
Change+14,410 (+9%)
Value$9.2M (+$251.7K)
Filed 2026-11-05
Maia Wealth LLC
INCREASED
Shares176,398 from 131,046
Change+45,352 (+35%)
Value$8.9M (+$1.9M)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED
Shares175,966 from 187,129
Change-11,163 (-6%)
Value$8.9M (-$1.1M)
Filed 2026-10-08
North Dakota State Investment Board
INCREASED
Shares172,039 from 63,000
Change+109,039 (+173%)
Value$8.7M (+$5.3M)
Filed 2026-10-27
Freestate Advisors LLC
DECREASED
Shares170,095 from 180,403
Change-10,308 (-6%)
Value$8.6M (-$1.0M)
Filed 2026-10-09
Oppenheimer Asset Management Inc.
INCREASED
Shares168,926 from 83,075
Change+85,851 (+103%)
Value$8.5M (+$4.1M)
Filed 2026-10-27
Aspen Investment Management Inc
INCREASED
Shares166,758 from 162,040
Change+4,718 (+3%)
Value$8.4M (+$8.4M)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares166,188 from 44,168
Change+122,020 (+276%)
Value$8.4M (+$6.0M)
Filed 2026-10-28
Asio Capital, LLC
INCREASED
Shares162,227 from 146,190
Change+16,037 (+11%)
Value$8.2M (+$395.2K)
Filed 2026-10-19
Capital Wealth Management, LLC
INCREASED
Shares161,416 from 5,870
Change+155,546 (+2650%)
Value$8.1M (+$7.8M)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares159,431 from 169,105
Change-9,674 (-6%)
Value$8.0M (-$964.0K)
Filed 2026-10-14
Darrow Company, Inc.
INCREASED
Shares149,837 from 141,012
Change+8,825 (+6%)
Value$7.5M (+$43.9K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares148,827 from 146,736
Change+2,091 (+1%)
Value$7.5M (-$308.5K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares145,681 from 125,443
Change+20,238 (+16%)
Value$7.3M (+$665.2K)
Filed 2026-10-29
Invera Wealth Advisors, LLC
INCREASED
Shares141,935 from 140,153
Change+1,782 (+1%)
Value$7.1M (-$305.5K)
Filed 2026-10-28
Leuthold Group, LLC
DECREASED
Shares140,806 from 142,552
Change-1,746 (-1%)
Value$7.1M (-$489.9K)
Filed 2026-11-04
Investment Research Partners LLC
INCREASED
Shares137,296 from 121,847
Change+15,449 (+13%)
Value$6.9M (+$434.3K)
Filed 2026-10-19
XML Financial, LLC
INCREASED
Shares134,907 from 81,823
Change+53,084 (+65%)
Value$6.8M (+$2.4M)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
INCREASED
Shares133,626 from 116,746
Change+16,880 (+14%)
Value$6.7M (+$520.7K)
Filed 2026-10-15
Balance Wealth Partners LLC
INCREASED
Shares132,864 from 122,537
Change+10,327 (+8%)
Value$6.7M (+$174.4K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares132,634 from 136,376
Change-3,742 (-3%)
Value$6.7M (-$573.0K)
Filed 2026-10-08
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares125,349 from 128,121
Change-2,772 (-2%)
Value$6.3M (-$500.9K)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares123,958 from 40,219
Change+83,739 (+208%)
Value$6.2M (+$4.1M)
Filed 2026-10-15
Fifth Third Securities, Inc.
NEW
Shares121,641
Change+121,641
Value$6.1M
Filed 2026-10-21
BlueSky Wealth Advisors, LLC
INCREASED
Shares121,536 from 72,763
Change+48,773 (+67%)
Value$6.1M (+$2.3M)
Filed 2026-10-29
City State Bank
INCREASED
Shares119,544 from 114,780
Change+4,764 (+4%)
Value$6.0M (-$83.8K)
Filed 2026-10-20
Wespac Advisors SoCal, LLC
DECREASED
Shares118,559 from 253,160
Change-134,601 (-53%)
Value$6.0M (-$7.5M)
Filed 2026-10-13
Agate Pass Investment Management, LLC
INCREASED
Shares114,520 from 100,402
Change+14,118 (+14%)
Value$5.8M (+$427.7K)
Filed 2026-10-20
Goelzer Investment Management, Inc.
INCREASED
Shares110,008 from 109,441
Change+567 (+1%)
Value$5.5M (-$280.0K)
Filed 2026-10-16
JB Capital LLC
INCREASED
Shares108,747 from 104,696
Change+4,051 (+4%)
Value$5.5M (-$91.3K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares108,649 from 135,227
Change-26,578 (-20%)
Value$5.5M (-$1.7M)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED
Shares107,086 from 108,384
Change-1,298 (-1%)
Value$5.4M (-$329.7K)
Filed 2026-11-03
Conning Inc.
UNCHANGED
Shares100,754 from 100,754
Change0 (0%)
Value$5.1M (-$284.1K)
Filed 2026-10-27
Peoples Bank
INCREASED
Shares99,699 from 89,259
Change+10,440 (+12%)
Value$5.0M (+$273.9K)
Filed 2026-10-26
YHB Investment Advisors, Inc.
INCREASED
Shares98,256 from 83,954
Change+14,302 (+17%)
Value$4.9M (+$483.4K)
Filed 2026-10-08
Center For Asset Management LLC
INCREASED
Shares92,712 from 74,538
Change+18,174 (+24%)
Value$4.7M (+$704.9K)
Filed 2026-10-16
MV Capital Management, Inc.
DECREASED
Shares90,326 from 92,462
Change-2,136 (-2%)
Value$4.5M (-$368.3K)
Filed 2026-10-29
Breakwater Capital Group
INCREASED
Shares86,310 from 83,172
Change+3,138 (+4%)
Value$4.3M (-$76.5K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares83,703 from 83,675
Change+28 (+0%)
Value$4.2M (-$234.6K)
Filed 2026-10-13
Forte Asset Management LLC
INCREASED
Shares79,524 from 70,315
Change+9,209 (+13%)
Value$4.0M (+$265.4K)
Filed 2026-10-13
Eagle Wealth Advisors LLC
INCREASED
Shares76,761 from 70,807
Change+5,954 (+8%)
Value$3.9M (+$100.1K)
Filed 2026-10-20
Chesley Taft & Associates LLC
INCREASED
Shares74,836 from 73,726
Change+1,110 (+2%)
Value$3.8M (-$152.0K)
Filed 2026-10-13
Invested Advisors
INCREASED
Shares74,818 from 72,615
Change+2,203 (+3%)
Value$3.8M (-$93.9K)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares73,684 from 71,954
Change+1,730 (+2%)
Value$3.7M (-$115.8K)
Filed 2026-10-15
First Security Investment Management, Inc.
INCREASED
Shares72,947 from 66,386
Change+6,561 (+10%)
Value$3.7M (+$143.2K)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares71,703 from 73,864
Change-2,161 (-3%)
Value$3.6M (-$317.1K)
Filed 2026-10-22
SWS Partners
INCREASED
Shares71,047 from 69,976
Change+1,071 (+2%)
Value$3.6M (-$143.4K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares70,955 from 80,224
Change-9,269 (-12%)
Value$3.6M (-$692.9K)
Filed 2026-10-13
Wealthstar Advisors, LLC
INCREASED
Shares70,101 from 70,012
Change+89 (+0%)
Value$3.5M (-$193.0K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares68,056 from 83,212
Change-15,156 (-18%)
Value$3.4M (-$1.0M)
Filed 2026-11-05
Great Diamond Partners, LLC
INCREASED
Shares67,434 from 63,843
Change+3,591 (+6%)
Value$3.4M (+$745)
Filed 2026-10-13
Reicon Wealth Advisors, LLC
INCREASED
Shares64,136 from 37,843
Change+26,293 (+69%)
Value$3.2M (+$1.2M)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares63,003 from 57,516
Change+5,487 (+10%)
Value$3.2M (+$114.1K)
Filed 2026-10-23
Israel Discount Bank of New York
DECREASED
Shares62,557 from 67,106
Change-4,549 (-7%)
Value$3.1M (-$418.3K)
Filed 2026-10-14
Avail Investment Partners, LLC
INCREASED
Shares62,478 from 49,232
Change+13,246 (+27%)
Value$3.1M (+$528.1K)
Filed 2026-10-16
DMC Group, LLC
DECREASED
Shares61,195 from 63,399
Change-2,204 (-3%)
Value$3.1M (-$289.8K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares59,774 from 62,663
Change-2,889 (-5%)
Value$3.0M (-$322.2K)
Filed 2026-10-21
Ackerman Capital Advisors, LLC
DECREASED
Shares56,294 from 57,211
Change-917 (-2%)
Value$2.8M (-$207.5K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED
Shares55,547 from 228,395
Change-172,848 (-76%)
Value$2.8M (-$9.3M)
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares54,240 from 51,336
Change+2,904 (+6%)
Value$2.7M (+$1.5K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares53,534 from 53,740
Change-206 (0%)
Value$2.7M (-$161.9K)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares53,287 from 50,810
Change+2,477 (+5%)
Value$2.7M (-$18.6K)
Filed 2026-10-19
AMG National Trust Bank
INCREASED
Shares53,099 from 48,258
Change+4,841 (+10%)
Value$2.7M (+$107.7K)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
INCREASED
Shares51,942 from 47,002
Change+4,940 (+11%)
Value$2.6M (+$116.2K)
Filed 2026-10-13
Courage Miller Partners, LLC
UNCHANGED
Shares51,690 from 51,690
Change0 (0%)
Value$2.6M (-$145.8K)
Filed 2026-10-21
Hengehold Capital Management LLC
INCREASED
Shares51,683 from 48,509
Change+3,174 (+7%)
Value$2.6M (+$23.0K)
Filed 2026-10-16
Winter & Associates, Inc.
INCREASED
Shares48,745 from 42,325
Change+6,420 (+15%)
Value$2.5M (+$219.0K)
Filed 2026-10-23
Outlook Wealth Advisors, LLC
INCREASED
Shares48,614 from 46,385
Change+2,229 (+5%)
Value$2.4M (-$18.6K)
Filed 2026-10-28
Forza Wealth Management, LLC
INCREASED
Shares47,351 from 44,461
Change+2,890 (+7%)
Value$2.4M (+$20.1K)
Filed 2026-10-20
Capital Investment Counsel, LLC
INCREASED
Shares45,135 from 43,788
Change+1,347 (+3%)
Value$2.3M (-$55.7K)
Filed 2026-10-14
PW Nova Financial Services LLC
INCREASED
Shares44,736 from 18,313
Change+26,423 (+144%)
Value$2.3M (+$1.3M)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares44,002 from 45,848
Change-1,846 (-4%)
Value$2.2M (-$222.2K)
Filed 2026-10-13
JBGlobal.com LLC
NEW
Shares43,811
Change+43,811
Value$2.2M
Filed 2026-10-13
Basso Capital Management, L.P.
DECREASED
Shares42,821 from 52,815
Change-9,994 (-19%)
Value$2.2M (-$652.2K)
Filed 2026-10-30
Eagle Global Advisors LLC
INCREASED
Shares42,325 from 41,175
Change+1,150 (+3%)
Value$2.1M (-$58.2K)
Filed 2026-11-02
Squire Investment Management Company, LLC
INCREASED
Shares42,145 from 39,657
Change+2,488 (+6%)
Value$2.1M (+$13.4K)
Filed 2026-11-03
Keeler Thomas Management LLC
DECREASED
Shares40,838 from 44,575
Change-3,737 (-8%)
Value$2.1M (-$313.9K)
Filed 2026-10-29
Busey Bank
DECREASED
Shares40,807 from 40,842
Change-35 (0%)
Value$2.1M (-$116.9K)
Filed 2026-10-26
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares40,134 from 26,659
Change+13,475 (+51%)
Value$2.0M (+$603.3K)
Filed 2026-10-26
Montecito Bank & Trust
INCREASED
Shares40,050 from 39,980
Change+70 (+0%)
Value$2.0M (-$109.2K)
Filed 2026-10-01
LightSquare Wealth Management, LLC
INCREASED
Shares38,407 from 29,158
Change+9,249 (+32%)
Value$1.9M (+$383.5K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares36,040 from 32,983
Change+3,057 (+9%)
Value$1.8M (+$60.9K)
Filed 2026-10-07
Archvest Wealth Advisors, Inc.
INCREASED
Shares35,707 from 35,269
Change+438 (+1%)
Value$1.8M (-$77.4K)
Filed 2026-10-29
Royal Fund Management, LLC
DECREASED
Shares35,604 from 35,704
Change-100 (0%)
Value$1.8M (-$105.7K)
Filed 2026-10-22
Calamos Wealth Management LLC
DECREASED
Shares34,468 from 40,593
Change-6,125 (-15%)
Value$1.7M (-$422.9K)
Filed 2026-11-02
Abundance Wealth Counselors
NEW
Shares34,240
Change+34,240
Value$1.7M
Filed 2026-10-26
Absolute Capital Management, LLC
DECREASED
Shares33,278 from 38,127
Change-4,849 (-13%)
Value$1.7M (-$351.7K)
Filed 2026-10-16
Wespac Advisors, LLC
DECREASED
Shares33,116 from 34,597
Change-1,481 (-4%)
Value$1.7M (-$172.1K)
Filed 2026-10-26
Diversified Portfolios, Inc.
DECREASED
Shares32,925 from 45,075
Change-12,150 (-27%)
Value$1.7M (-$738.9K)
Filed 2026-11-04
Urban Wealth Management, LLC
DECREASED
Shares31,480 from 34,094
Change-2,614 (-8%)
Value$1.6M (-$227.8K)
Filed 2026-10-21
First International Bank of Israel Ltd.
INCREASED
Shares31,443 from 29,207
Change+2,236 (+8%)
Value$1.6M (+$30.2K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED
Shares30,021 from 31,084
Change-1,063 (-3%)
Value$1.5M (-$141.2K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
DECREASED
Shares27,107 from 28,541
Change-1,434 (-5%)
Value$1.4M (-$152.7K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
UNCHANGED
Shares26,935 from 26,935
Change0 (0%)
Value$1.4M (-$76.0K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares26,542 from 26,542
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Fire Capital Management LLC
INCREASED
Shares26,157 from 25,038
Change+1,119 (+4%)
Value$1.3M (-$14.3K)
Filed 2026-10-27
Boltwood Capital Management
INCREASED
Shares26,120 from 24,231
Change+1,889 (+8%)
Value$1.3M (+$26.8K)
Filed 2026-10-02
Union Bancaire Privee, UBP SA
DECREASED
Shares25,908 from 27,647
Change-1,739 (-6%)
Value$1.3M (-$169.5K)
Filed 2026-11-04
King Luther Capital Management Corp
INCREASED
Shares25,172 from 24,531
Change+641 (+3%)
Value$1.3M (-$36.9K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares25,023 from 15,897
Change+9,126 (+57%)
Value$1.3M (+$414.7K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares24,842 from 20,560
Change+4,282 (+21%)
Value$1.3M (+$157.6K)
Filed 2026-10-16
Thryve Wealth Management LLC
INCREASED
Shares24,499 from 22,879
Change+1,620 (+7%)
Value$1.2M (+$17.0K)
Filed 2026-10-09
TFB Advisors LLC
DECREASED
Shares24,445 from 24,872
Change-427 (-2%)
Value$1.2M (-$91.6K)
Filed 2026-11-02
TL Private Wealth
NEW
Shares24,360
Change+24,360
Value$1.2M
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares23,850 from 5,197
Change+18,653 (+359%)
Value$1.2M (+$924.5K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares23,704 from 31,477
Change-7,773 (-25%)
Value$1.2M (-$458.9K)
Filed 2026-11-04
Asset One Wealth Management LLC
INCREASED
Shares23,244 from 21,540
Change+1,704 (+8%)
Value$1.2M (+$34.7K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
INCREASED
Shares22,630 from 21,734
Change+896 (+4%)
Value$1.1M (-$16.2K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares22,570 from 3,934
Change+18,636 (+474%)
Value$1.1M (+$927.2K)
Filed 2026-10-22
Steinberganna Wealth Management
DECREASED
Shares21,301 from 26,284
Change-4,983 (-19%)
Value$1.1M (-$325.0K)
Filed 2026-10-23
Texas Bank & Trust Co
DECREASED
Shares21,277 from 26,882
Change-5,605 (-21%)
Value$1.1M (-$358.0K)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares20,805 from 25,792
Change-4,987 (-19%)
Value$1.0M (-$323.8K)
Filed 2026-10-15
Diversify Advisory Services, LLC
INCREASED
Shares20,323 from 19,425
Change+898 (+5%)
Value$1.0M (+$16.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares20,323 from 19,425
Change+898 (+5%)
Value$1.0M (+$16.3K)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.0M (-$56.4K)
Filed 2026-10-29
Tenet Wealth Partners, LLC
INCREASED
Shares19,408 from 18,261
Change+1,147 (+6%)
Value$977.2K (+$21.6K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares18,797
Change+18,797
Value$946.4K
Filed 2026-10-28
Tilia Fiduciary Partners, Inc.
DECREASED
Shares18,789 from 19,274
Change-485 (-3%)
Value$946.0K (-$78.7K)
Filed 2026-10-09
United Advisor Group, LLC
DECREASED
Shares18,683 from 20,773
Change-2,090 (-10%)
Value$940.7K (-$163.8K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares18,449
Change+18,449
Value$928.9K
Filed 2026-10-28
Lewis Asset Management, LLC
INCREASED
Shares18,418 from 13,429
Change+4,989 (+37%)
Value$927.3K (+$213.3K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares18,152 from 18,440
Change-288 (-2%)
Value$913.9K (-$66.5K)
Filed 2026-10-15
Vicus Capital
INCREASED
Shares17,800 from 17,633
Change+167 (+1%)
Value$896.2K (-$41.3K)
Filed 2026-11-05
Revisor Wealth Management LLC
DECREASED
Shares17,704 from 18,725
Change-1,021 (-5%)
Value$899.1K (-$96.5K)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
NEW
Shares17,637
Change+17,637
Value$888.0K
Filed 2026-11-02
Simon Quick Advisors, LLC
DECREASED
Shares16,621 from 16,684
Change-63 (0%)
Value$836.9K (-$50.2K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
INCREASED
Shares16,616 from 13,545
Change+3,071 (+23%)
Value$836.6K (+$116.4K)
Filed 2026-10-15
ETF Portfolio Partners, Inc.
DECREASED
Shares16,569 from 22,321
Change-5,752 (-26%)
Value$834.2K (-$352.6K)
Filed 2026-10-22
Phillips Financial Management, LLC
DECREASED
Shares16,052 from 17,923
Change-1,871 (-10%)
Value$808.2K (-$144.8K)
Filed 2026-10-19
Peddock Capital Advisors, LLC
UNCHANGED
Shares15,583 from 15,583
Change0 (0%)
Value$784.6K (-$43.9K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares15,566 from 17,837
Change-2,271 (-13%)
Value$783.8K (-$164.6K)
Filed 2026-10-20
Waystone Advisors LLC
DECREASED
Shares15,481 from 15,680
Change-199 (-1%)
Value$823.1K (-$10.6K)
Filed 2026-10-16
Brucke Financial, Inc.
DECREASED
Shares15,374 from 19,436
Change-4,062 (-21%)
Value$774.1K (-$259.3K)
Filed 2026-10-23
Perigon Wealth Management, LLC
UNCHANGED
Shares15,136 from 15,136
Change0 (0%)
Value$762.1K (-$42.7K)
Filed 2026-10-22
SWP Financial LLC
DECREASED
Shares15,102 from 15,490
Change-388 (-2%)
Value$760.4K (-$63.2K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares15,062 from 15,334
Change-272 (-2%)
Value$758 (-$814.2K)
Filed 2026-10-22
Navigation Group, LLC
INCREASED
Shares14,904 from 10,926
Change+3,978 (+36%)
Value$750.4K (+$169.5K)
Filed 2026-10-28
Mitchell Sinkler & Starr
UNCHANGED
Shares14,871 from 14,871
Change0 (0%)
Value$748.8K (-$41.9K)
Filed 2026-10-13
ACT Wealth Management, LLC
UNCHANGED
Shares14,815 from 14,815
Change0 (0%)
Value$745.9K (-$41.8K)
Filed 2026-10-09
Cullen T Bankers, Inc.
DECREASED
Shares14,332 from 14,861
Change-529 (-4%)
Value$721.6K (-$68.6K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares14,185 from 28,370
Change-14,185 (-50%)
Value$714.2K (-$797.2K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares13,699 from 13,566
Change+133 (+1%)
Value$689.8K (-$31.6K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares13,500 from 16,165
Change-2,665 (-16%)
Value$679.7K (-$179.8K)
Filed 2026-10-30
Perryman Financial Advisory Inc
DECREASED
Shares13,355 from 13,516
Change-161 (-1%)
Value$672.4K (-$46.2K)
Filed 2026-10-16
Bingham Private Wealth, LLC
INCREASED
Shares13,262 from 13,065
Change+197 (+2%)
Value$667.7K (-$26.9K)
Filed 2026-11-05
Bauman Advisory Group, LLC
NEW
Shares12,810
Change+12,810
Value$645.0K
Filed 2026-10-29
Meridian Wealth Management, LLC
NEW
Shares12,589
Change+12,589
Value$633.8K
Filed 2026-11-05
4J Wealth Management LLC
DECREASED
Shares12,567 from 12,858
Change-291 (-2%)
Value$632.8K (-$50.9K)
Filed 2026-11-02
Bourgeon Capital Management LLC
INCREASED
Shares12,484 from 12,300
Change+184 (+2%)
Value$628.6K (-$25.4K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares12,274 from 11,685
Change+589 (+5%)
Value$618.0K (-$3.3K)
Filed 2026-10-21
Bangor Savings Bank
DECREASED
Shares12,047 from 13,492
Change-1,445 (-11%)
Value$606.6K (-$110.8K)
Filed 2026-10-06
Meitav Investment House LTD
UNCHANGED
Shares11,651 from 11,651
Change0 (0%)
Value$586.6K (-$32.9K)
Filed 2026-10-28
Arista Wealth Management, LLC
NEW
Shares11,635
Change+11,635
Value$585.8K
Filed 2026-10-29
Equita Financial Network, Inc.
INCREASED
Shares11,612 from 11,480
Change+132 (+1%)
Value$584.7K (-$25.7K)
Filed 2026-10-19
Courier Capital LLC
INCREASED
Shares11,393 from 11,371
Change+22 (+0%)
Value$573.7K (-$30.9K)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares11,273 from 10,702
Change+571 (+5%)
Value$567.6K (-$1.4K)
Filed 2026-10-26
Calamos Advisors LLC
UNCHANGED
Shares11,151 from 11,151
Change0 (0%)
Value$561.5K (-$31.4K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares10,891 from 28,175
Change-17,284 (-61%)
Value$548.4K (-$951.1K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares10,891 from 13,085
Change-2,194 (-17%)
Value$548.4K (-$147.4K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares10,734 from 10,485
Change+249 (+2%)
Value$540.5K (-$17.0K)
Filed 2026-10-22
Focus Wealth Advisors, LLC
UNCHANGED
Shares10,434 from 10,434
Change0 (0%)
Value$525.4K (-$29.4K)
Filed 2026-10-14
Duncker Streett & Co Inc
DECREASED
Shares10,357 from 10,651
Change-294 (-3%)
Value$521.5K (-$44.8K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares10,265 from 10,937
Change-672 (-6%)
Value$517.1K (-$65.1K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares10,251 from 10,251
Change0 (0%)
Value$516.1K (-$28.9K)
Filed 2026-11-03
AmeriServ Wealth Advisors
DECREASED
Shares10,118 from 15,942
Change-5,824 (-37%)
Value$509.4K (-$338.2K)
Filed 2026-10-21
Meridian Financial Advisors, LLC
DECREASED
Shares10,099 from 11,174
Change-1,075 (-10%)
Value$508.5K (-$85.6K)
Filed 2026-10-14
Y.D. More Investments Ltd
INCREASED
Shares9,950 from 7,660
Change+2,290 (+30%)
Value$500.1K (+$94.3K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW
Shares9,766
Change+9,766
Value$491.7K
Filed 2026-10-27
Florida Trust Wealth Management Co
INCREASED
Shares9,751 from 9,299
Change+452 (+5%)
Value$491.0K (-$3.5K)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares9,735 from 8,530
Change+1,205 (+14%)
Value$490.2K (+$36.6K)
Filed 2026-10-30
First County Bank
NEW
Shares9,476
Change+9,476
Value$477.1K
Filed 2026-10-13
Wealth Advisory Solutions, LLC
DECREASED
Shares9,472 from 9,593
Change-121 (-1%)
Value$476.9K (-$33.1K)
Filed 2026-10-20
Transcendent Capital Group LLC
INCREASED
Shares9,347 from 8,817
Change+530 (+6%)
Value$470.6K (+$1.8K)
Filed 2026-10-28
NTV Asset Management LLC
DECREASED
Shares9,294 from 10,394
Change-1,100 (-11%)
Value$468.0K (-$84.7K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares9,214 from 12,412
Change-3,198 (-26%)
Value$463.9K (-$196.0K)
Filed 2026-10-26
Tctc Holdings, LLC
INCREASED
Shares9,198 from 8,879
Change+319 (+4%)
Value$463.1K (-$9.0K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares9,174 from 7,855
Change+1,319 (+17%)
Value$461.9K (+$44.3K)
Filed 2026-10-23
Manchester Capital Management LLC
DECREASED
Shares9,163 from 28,047
Change-18,884 (-67%)
Value$461.4K (-$1.0M)
Filed 2026-10-22
StoneX Group Inc.
NEW
Shares8,893
Change+8,893
Value$457.1K
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares8,657 from 8,413
Change+244 (+3%)
Value$435.9K (-$11.5K)
Filed 2026-10-13
FF Advisors,LLC
NEW
Shares8,593
Change+8,593
Value$432.7K
Filed 2026-10-21
First Heartland Consultants, Inc.
INCREASED
Shares8,396 from 7,813
Change+583 (+7%)
Value$422.7K (+$7.3K)
Filed 2026-10-08
Equitable Trust Co
INCREASED
Shares8,234 from 7,871
Change+363 (+5%)
Value$414.6K (-$3.9K)
Filed 2026-10-13
Titleist Asset Management, LLC
DECREASED
Shares8,114 from 21,693
Change-13,579 (-63%)
Value$408.5K (-$744.9K)
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares7,972 from 5,305
Change+2,667 (+50%)
Value$401.4K (+$119.3K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares7,900 from 5,329
Change+2,571 (+48%)
Value$397.8K (+$114.4K)
Filed 2026-11-05
Exchange Bank
UNCHANGED
Shares7,672 from 7,672
Change0 (0%)
Value$386.3K (-$21.6K)
Filed 2026-10-07
Nearside Advisors, LLC
NEW
Shares7,670
Change+7,670
Value$386.2K
Filed 2026-10-20
Sagespring Wealth Partners, LLC
DECREASED
Shares7,640 from 8,143
Change-503 (-6%)
Value$384.7K (-$48.3K)
Filed 2026-10-22
Evolution Wealth Advisors, LLC
INCREASED
Shares7,477 from 7,476
Change+1 (+0%)
Value$376.5K (-$21.0K)
Filed 2026-11-03
Kachkovsky & Fisher, Inc.
NEW
Shares7,402
Change+7,402
Value$372.7K
Filed 2026-10-21
Wynn Capital, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$372.6K (-$20.9K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares7,347 from 7,407
Change-60 (-1%)
Value$369.9K (-$23.9K)
Filed 2026-10-21
FC Advisory LLC
INCREASED
Shares7,227 from 6,471
Change+756 (+12%)
Value$363.9K (+$19.8K)
Filed 2026-10-05
Bellecapital International Ltd.
DECREASED
Shares7,214 from 8,936
Change-1,722 (-19%)
Value$363.2K (-$111.9K)
Filed 2026-10-21
Sawgrass Asset Management LLC
UNCHANGED
Shares7,195 from 7,195
Change0 (0%)
Value$362.3K (-$20.3K)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares7,149 from 5,327
Change+1,822 (+34%)
Value$359.9K (+$76.7K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares7,048 from 4,805
Change+2,243 (+47%)
Value$354.8K (+$101.5K)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares7,013 from 6,769
Change+244 (+4%)
Value$353.1K (-$6.8K)
Filed 2026-11-04
Pinion Investment Advisors, LLC
INCREASED
Shares6,761 from 6,077
Change+684 (+11%)
Value$340.4K (+$17.3K)
Filed 2026-11-04
Evanson Financial, LLC
UNCHANGED
Shares6,758 from 6,758
Change0 (0%)
Value$340.3K (-$19.1K)
Filed 2026-10-23
Herold Advisors, Inc.
DECREASED
Shares6,710 from 109,570
Change-102,860 (-94%)
Value$337.9K (-$5.5M)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
INCREASED
Shares6,690 from 5,712
Change+978 (+17%)
Value$336.8K (+$33.1K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
NEW
Shares6,668
Change+6,668
Value$335.7K
Filed 2026-10-20
Swmg, LLC
NEW
Shares6,668
Change+6,668
Value$340.7K
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares6,657
Change+6,657
Value$335.2K
Filed 2026-10-26
Balefire, LLC
NEW
Shares6,631
Change+6,631
Value$333.9K
Filed 2026-10-09
Investment Partners, Ltd.
NEW
Shares6,478
Change+6,478
Value$326.1K
Filed 2026-10-29
John W. Brooker & Co., CPAs
INCREASED
Shares6,244 from 4,623
Change+1,621 (+35%)
Value$314.4K (+$68.6K)
Filed 2026-10-21
Sheets Smith Wealth Management
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$302.1K (-$16.9K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares5,993 from 5,974
Change+19 (+0%)
Value$301.8K (-$15.9K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares5,943 from 5,189
Change+754 (+15%)
Value$299.2K (+$23.3K)
Filed 2026-10-29
Founders Financial Securities LLC
DECREASED
Shares5,867 from 28,726
Change-22,859 (-80%)
Value$295.4K (-$1.2M)
Filed 2026-10-28
Grove Bank & Trust
NEW
Shares5,783
Change+5,783
Value$291.2K
Filed 2026-10-08
Paragon Capital Management Ltd
DECREASED
Shares5,776 from 6,267
Change-491 (-8%)
Value$290.8K (-$42.4K)
Filed 2026-10-09
Heritage Investors Management Corp
INCREASED
Shares5,735 from 5,365
Change+370 (+7%)
Value$289 (-$284.7K)
Filed 2026-10-29
Piscataqua Savings Bank
INCREASED
Shares5,725 from 4,525
Change+1,200 (+27%)
Value$288.2K (+$47.6K)
Filed 2026-10-21
Old National Bancorp
UNCHANGED
Shares5,513 from 5,513
Change0 (0%)
Value$277.6K (-$15.5K)
Filed 2026-10-20
Regions Financial Corp
DECREASED
Shares5,496 from 11,961
Change-6,465 (-54%)
Value$276.7K (-$359.2K)
Filed 2026-11-05
Verus Capital Partners, LLC
UNCHANGED
Shares5,484 from 5,484
Change0 (0%)
Value$276.1K (-$15.5K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares5,319 from 5,274
Change+45 (+1%)
Value$267.8K (-$12.6K)
Filed 2026-10-15
Roan Capital Partners
DECREASED
Shares5,215 from 5,930
Change-715 (-12%)
Value$262.6K (-$52.7K)
Filed 2026-10-09
Modera Wealth Management, LLC
UNCHANGED
Shares5,147 from 5,147
Change0 (0%)
Value$259.2K (-$14.5K)
Filed 2026-10-28
Sima Wealth Partners, LLC
DECREASED
Shares5,084 from 5,107
Change-23 (0%)
Value$256.0K (-$15.6K)
Filed 2026-10-19
HB Wealth Management, LLC
NEW
Shares5,066
Change+5,066
Value$255.1K
Filed 2026-10-23
Lee Financial Co
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$249.2K (-$14.0K)
Filed 2026-10-16
Facet Wealth, Inc.
NEW
Shares4,837
Change+4,837
Value$243.5K
Filed 2026-11-04
Crumly & Associates Inc.
UNCHANGED
Shares4,625 from 4,625
Change0 (0%)
Value$232.9K (-$13.0K)
Filed 2026-10-07
Univest Financial Corp
UNCHANGED
Shares4,594 from 4,594
Change0 (0%)
Value$231.3K (-$13.0K)
Filed 2026-11-05
Ignite Planners, LLC
NEW
Shares4,584
Change+4,584
Value$230.8K
Filed 2026-10-14
McAdam, LLC
DECREASED
Shares4,584 from 5,553
Change-969 (-17%)
Value$230.8K (-$64.4K)
Filed 2026-10-21
Midwest Trust Co
NEW
Shares4,552
Change+4,552
Value$229.2K
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares4,519 from 4,939
Change-420 (-8%)
Value$227.5K (-$35.1K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares4,430 from 5,754
Change-1,324 (-23%)
Value$223.6K (-$79.3K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares4,418 from 4,376
Change+42 (+1%)
Value$222.4K (-$10.2K)
Filed 2026-10-22
Independent Wealth Network Inc.
NEW
Shares4,380
Change+4,380
Value$220.5K
Filed 2026-10-19
Triad Wealth Partners, LLC
DECREASED
Shares4,351 from 4,624
Change-273 (-6%)
Value$219.1K (-$22.2K)
Filed 2026-10-26
Lantern Wealth Advisors, LLC
DECREASED
Shares4,344 from 10,094
Change-5,750 (-57%)
Value$218.7K (-$318.0K)
Filed 2026-10-22
McCarley & Cook Financial Planners
UNCHANGED
Shares4,325 from 4,325
Change0 (0%)
Value$217.8K (-$12.2K)
Filed 2026-10-21
Advisory Solutions Group, LLC
NEW
Shares4,216
Change+4,216
Value$212.3K
Filed 2026-10-14
Trilogy Capital Inc.
UNCHANGED
Shares4,183 from 4,183
Change0 (0%)
Value$210.6K (-$11.8K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED
Shares4,141 from 4,141
Change0 (0%)
Value$208.5K (-$11.7K)
Filed 2026-10-21
Woodward Diversified Capital, LLC
NEW
Shares4,131
Change+4,131
Value$208.0K
Filed 2026-10-21
Farrell Financial LLC
DECREASED
Shares3,979 from 4,317
Change-338 (-8%)
Value$200.3K (-$29.2K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares3,470 from 3,427
Change+43 (+1%)
Value$174.7K (-$7.5K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares3,040 from 3,582
Change-542 (-15%)
Value$153.1K (-$37.4K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,038 from 3,038
Change0 (0%)
Value$153.0K (-$8.6K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
NEW
Shares2,627
Change+2,627
Value$132.0K
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2,486 from 2,486
Change0 (0%)
Value$125.2K (-$7.0K)
Filed 2026-10-23
Hanson & Doremus Investment Management
INCREASED
Shares2,480 from 2,461
Change+19 (+1%)
Value$125 (-$130.9K)
Filed 2026-10-16
Beacon Capital Management, Inc.
DECREASED
Shares2,409 from 4,963
Change-2,554 (-51%)
Value$121.3K (-$142.6K)
Filed 2026-10-13
Union Savings Bank
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$121.1K (-$6.8K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$120.8K (-$6.8K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares2,361 from 1,991
Change+370 (+19%)
Value$119.1K (+$13.2K)
Filed 2026-10-30
General Partner, Inc.
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$109.0K (-$6.1K)
Filed 2026-10-05
John Boyer, Inc.
NEW
Shares2,051
Change+2,051
Value$103.3K
Filed 2026-10-27
Albion Financial Group
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$101.6K (-$5.7K)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares1,995 from 4,147
Change-2,152 (-52%)
Value$100.4K (-$120.0K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
NEW
Shares1,916
Change+1,916
Value$96.5K
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$91.4K (-$5.1K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares1,630 from 853
Change+777 (+91%)
Value$82.1K (+$36.7K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$74.0K (-$4.1K)
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares1,440
Change+1,440
Value$73
Filed 2026-10-02
Pacific Center for Financial Services
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$70.7K (-$4.0K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares1,398
Change+1,398
Value$70.4K
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$70.1K (-$3.9K)
Filed 2026-10-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$65.8K (-$3.7K)
Filed 2026-10-15
Bell Investment Advisors, Inc
NEW
Shares1,298
Change+1,298
Value$65.4K
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares1,069 from 469
Change+600 (+128%)
Value$53.8K (+$28.9K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares880
Change+880
Value$44.3K
Filed 2026-10-30
BankChampaign, National Association
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$39.2K (-$2.2K)
Filed 2026-10-19
Mechanics Financial Corp
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$38.5K (-$2.2K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$37.4K (-$2.1K)
Filed 2026-10-22
Creative Financial Designs Inc
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$37.1K (-$2.1K)
Filed 2026-11-04
Go Invest LLC
INCREASED
Shares734 from 137
Change+597 (+436%)
Value$37.0K (+$29.7K)
Filed 2026-10-09
Realta Investment Advisors
DECREASED
Shares698 from 995
Change-297 (-30%)
Value$35.1K (-$17.8K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares677 from 586
Change+91 (+16%)
Value$34.1K (+$2.9K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares675 from 667
Change+8 (+1%)
Value$34.0K (-$1.5K)
Filed 2026-10-26
Blueline Advisors LLC
DECREASED
Shares674 from 817
Change-143 (-17%)
Value$33.9K (-$9.5K)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares635
Change+635
Value$32.0K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares620
Change+620
Value$31.2K
Filed 2026-10-09
Jcic Asset Management Inc.
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$31.2K (-$1.8K)
Filed 2026-10-30
Viewpoint Capital Management LLC
DECREASED
Shares600 from 1,000
Change-400 (-40%)
Value$30.2K (-$23.0K)
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$29.7K (-$1.7K)
Filed 2026-11-04
Montag A & Associates Inc
INCREASED
Shares570 from 255
Change+315 (+124%)
Value$28.7K (+$15.1K)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$27 (-$29.0K)
Filed 2026-11-02
Nvwm, LLC
NEW
Shares542
Change+542
Value$27.3K
Filed 2026-10-14
Rudd Co d/b/a Styre Wealth
NEW
Shares529
Change+529
Value$26.8K
Filed 2026-10-29
Birchwood Financial Partners, Inc.
DECREASED
Shares502 from 1,000
Change-498 (-50%)
Value$25.3K (-$27.9K)
Filed 2026-11-02
Rossmore Private Capital
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.2K (-$1.4K)
Filed 2026-10-27
Balentine LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.2K (-$1.4K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares490
Change+490
Value$24.7K
Filed 2026-10-21
Tompkins Financial Corp
NEW
Shares477
Change+477
Value$24.0K
Filed 2026-10-05
Angeles Wealth Management, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$23.9K (-$1.3K)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares453 from 451
Change+2 (+0%)
Value$22.8K (-$1.2K)
Filed 2026-11-03
Southern Michigan Bank & Trust
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$22.7K (-$1.3K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares431 from 426
Change+5 (+1%)
Value$21.7K (-$932)
Filed 2026-11-02
Signature Equity Partners, LLC
DECREASED
Shares416 from 617
Change-201 (-33%)
Value$21.0K (-$11.9K)
Filed 2026-10-29
WestEnd Advisors, LLC
DECREASED
Shares407 from 562
Change-155 (-28%)
Value$20.5K (-$9.4K)
Filed 2026-10-27
Friedenthal Financial
INCREASED
Shares405 from 323
Change+82 (+25%)
Value$20.4K (+$3.2K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares381 from 220
Change+161 (+73%)
Value$19.2K (+$7.5K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$19.1K (-$1.1K)
Filed 2026-10-05
Wolff Wiese Magana LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$17.6K (-$987)
Filed 2026-10-15
Cornerstone National Bank & Trust Co
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$15.5K (-$810)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$13.4K (-$750)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares256
Change+256
Value$12.9K
Filed 2026-10-27
Elevate Wealth Advisory, Inc
NEW
Shares249
Change+249
Value$12.5K
Filed 2026-10-29
Wagner Wealth Management, LLC
INCREASED
Shares237 from 234
Change+3 (+1%)
Value$11.9K (-$512)
Filed 2026-10-21
Central Trust Co
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$11.2K (-$626)
Filed 2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$11.0K (-$617)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares218 from 11
Change+207 (+1882%)
Value$11.0K (+$10.4K)
Filed 2026-11-05
Kingdom Financial Group Llc.
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$10.1K (-$567)
Filed 2026-11-04
Edgemoor Investment Advisors, Inc.
NEW
Shares200
Change+200
Value$10.1K
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$9.5K (-$533)
Filed 2026-10-30
Richardson Capital Management LLC
NEW
Shares175
Change+175
Value$8.8K
Filed 2026-10-23
Creative Capital Management Investments LLC
NEW
Shares171
Change+171
Value$8.6K
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$8.6K (-$481)
Filed 2026-10-19
Barnes Dennig Private Wealth Management LLC
NEW
Shares162
Change+162
Value$8.2K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$7.5K (-$420)
Filed 2026-10-27
Investors Research Corp
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.0K (-$338)
Filed 2026-10-07
Axiom Investment Management LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.0K (-$338)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.4K (-$304)
Filed 2026-10-22
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.0K (-$282)
Filed 2026-10-30
Nvest Wealth Strategies, Inc.
NEW
Shares99
Change+99
Value$5.0K
Filed 2026-10-14
High Point Wealth Management, LLC
NEW
Shares76
Change+76
Value$3.8K
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$3.2K (-$178)
Filed 2026-10-28
Bank of New Hampshire
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.8K (-$158)
Filed 2026-10-06
Capital Advisors, Ltd. LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3 ($0)
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares53 from 52
Change+1 (+2%)
Value$2.6K (-$113)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2 (-$1)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED
Shares47 from 49
Change-2 (-4%)
Value$2.4K (-$239)
Filed 2026-11-02
Proathlete Wealth Management LLC
INCREASED
Shares45 from 44
Change+1 (+2%)
Value$2.3K (-$98)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.0K (-$113)
Filed 2026-10-15
Hager Investment Management Services, LLC
NEW
Shares35
Change+35
Value$1.8K
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.3K (-$73)
Filed 2026-10-05
Signature Resources Capital Management, LLC
DECREASED
Shares22 from 1,614
Change-1,592 (-99%)
Value$1.1K (-$84.7K)
Filed 2026-10-16
Montgomery Financial Services LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$504 (-$28)
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares2 from 5
Change-3 (-60%)
Value$100 (-$165)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 694,175
Change-694,175 (-100%)
Value$0 (-$36.8M)
Filed 2026-10-16
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 223,045
Change-223,045 (-100%)
Value$0 (-$11.9M)
Filed 2026-11-05
FDx Advisors, Inc.
CLOSED
Shares0 from 78,217
Change-78,217 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-05
Optima Capital LLC
CLOSED
Shares0 from 49,275
Change-49,275 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-29
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 29,312
Change-29,312 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-19
Heck Capital Advisors, LLC
CLOSED
Shares0 from 17,032
Change-17,032 (-100%)
Value$0 (-$905.6K)
Filed 2026-10-14
Merited Wealth, LLC
CLOSED
Shares0 from 9,365
Change-9,365 (-100%)
Value$0 (-$497.9K)
Filed 2026-10-13
Hofer & Associates. Inc
CLOSED
Shares0 from 6,568
Change-6,568 (-100%)
Value$0 (-$349.2K)
Filed 2026-10-13
Members Wealth LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$345.6K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 6,347
Change-6,347 (-100%)
Value$0 (-$337.5K)
Filed 2026-10-05
Walleye Partners, LLC
CLOSED
Shares0 from 6,179
Change-6,179 (-100%)
Value$0 (-$328.5K)
Filed 2026-10-13
Kelly Financial Services LLC
CLOSED
Shares0 from 6,163
Change-6,163 (-100%)
Value$0 (-$327.7K)
Filed 2026-10-20
Retireful, LLC
CLOSED
Shares0 from 5,617
Change-5,617 (-100%)
Value$0 (-$298.7K)
Filed 2026-10-09
KFA Private Wealth Group, LLC
CLOSED
Shares0 from 4,812
Change-4,812 (-100%)
Value$0 (-$255.9K)
Filed 2026-10-07
RDA Financial Network
CLOSED
Shares0 from 4,756
Change-4,756 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-15
Sage Advisory Services, Ltd.Co.
CLOSED
Shares0 from 4,292
Change-4,292 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-29
Promethium Advisors,llc
CLOSED
Shares0 from 4,131
Change-4,131 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-19
Gradient Investments LLC
CLOSED
Shares0 from 4,001
Change-4,001 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 3,988
Change-3,988 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-27
Guyasuta Investment Advisors Inc
CLOSED
Shares0 from 3,931
Change-3,931 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,214
Change-2,214 (-100%)
Value$0 (-$117.1K)
Filed 2026-11-02
Reap Financial Group, LLC
CLOSED
Shares0 from 1,233
Change-1,233 (-100%)
Value$0 (-$65.6K)
Filed 2026-11-02
Brooklyn FI, LLC
CLOSED
Shares0 from 822
Change-822 (-100%)
Value$0 (-$43.1K)
Filed 2026-11-05
Nfsg Corp
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$31.1K)
Filed 2026-10-15
Trust Co of Vermont
CLOSED
Shares0 from 545
Change-545 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$22.3K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-23
SYM Financial Corp
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-20
Sunrise Financial Services, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-21
Trust Co of Toledo NA
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-16
Kelleher Financial Advisors
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-30
Sims Investment Management, LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-29
Maseco LLP
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-27
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$4.0M (-$83.2K)
Filed 2026-10-22
Financial Engines Advisors L.L.C.
N/A
Shares— from 69,309,525
Change-69,309,525 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 15,069,486
Change-15,069,486 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 13,057,366
Change-13,057,366 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,875,957
Change-8,875,957 (-100%)
Value—
Allstate Corp
N/A
Shares— from 8,255,575
Change-8,255,575 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,417,105
Change-6,417,105 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,315,414
Change-6,315,414 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,845,766
Change-5,845,766 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,223,434
Change-5,223,434 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,139,507
Change-4,139,507 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,086,840
Change-4,086,840 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,520,343
Change-3,520,343 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,467,006
Change-3,467,006 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,090,560
Change-3,090,560 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,817,095
Change-2,817,095 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,476,291
Change-2,476,291 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,236,586
Change-2,236,586 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,989,134
Change-1,989,134 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,970,780
Change-1,970,780 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,879,524
Change-1,879,524 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,860,822
Change-1,860,822 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,802,788
Change-1,802,788 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,775,018
Change-1,775,018 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,678,325
Change-1,678,325 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,579,498
Change-1,579,498 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,510,294
Change-1,510,294 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,226,734
Change-1,226,734 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,196,329
Change-1,196,329 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 1,181,331
Change-1,181,331 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,167,359
Change-1,167,359 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,072,165
Change-1,072,165 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 945,471
Change-945,471 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 846,629
Change-846,629 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 779,415
Change-779,415 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 745,392
Change-745,392 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 736,251
Change-736,251 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 689,410
Change-689,410 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 680,000
Change-680,000 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 652,917
Change-652,917 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 635,860
Change-635,860 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 584,799
Change-584,799 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 573,606
Change-573,606 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 567,423
Change-567,423 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 552,689
Change-552,689 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 505,318
Change-505,318 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 491,403
Change-491,403 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 467,698
Change-467,698 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 455,375
Change-455,375 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 423,035
Change-423,035 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 401,224
Change-401,224 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 395,799
Change-395,799 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 394,976
Change-394,976 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 392,521
Change-392,521 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 381,429
Change-381,429 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 373,105
Change-373,105 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 348,531
Change-348,531 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 332,517
Change-332,517 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 318,405
Change-318,405 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 310,890
Change-310,890 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 299,448
Change-299,448 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 276,207
Change-276,207 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 259,994
Change-259,994 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 254,655
Change-254,655 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 254,606
Change-254,606 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 246,523
Change-246,523 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 242,743
Change-242,743 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 242,572
Change-242,572 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 232,254
Change-232,254 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 232,254
Change-232,254 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 231,299
Change-231,299 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 228,606
Change-228,606 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 218,163
Change-218,163 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 209,596
Change-209,596 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 203,993
Change-203,993 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 199,121
Change-199,121 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 191,034
Change-191,034 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 189,074
Change-189,074 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 187,237
Change-187,237 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 186,286
Change-186,286 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 182,316
Change-182,316 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 182,199
Change-182,199 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 169,812
Change-169,812 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 166,224
Change-166,224 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 165,611
Change-165,611 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 162,056
Change-162,056 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 161,242
Change-161,242 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 158,867
Change-158,867 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 153,126
Change-153,126 (-100%)
Value—
Betterment LLC
N/A
Shares— from 140,587
Change-140,587 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 138,502
Change-138,502 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 131,233
Change-131,233 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 130,482
Change-130,482 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 129,223
Change-129,223 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 127,384
Change-127,384 (-100%)
Value—
Stephens Inc
N/A
Shares— from 125,437
Change-125,437 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 119,212
Change-119,212 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 118,379
Change-118,379 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 116,030
Change-116,030 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 114,881
Change-114,881 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 106,302
Change-106,302 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 99,848
Change-99,848 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 98,145
Change-98,145 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 97,750
Change-97,750 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 97,200
Change-97,200 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 94,511
Change-94,511 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 93,852
Change-93,852 (-100%)
Value—
Man Group plc
N/A
Shares— from 92,416
Change-92,416 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 90,560
Change-90,560 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 90,164
Change-90,164 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 88,576
Change-88,576 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 87,712
Change-87,712 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 85,589
Change-85,589 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 84,963
Change-84,963 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 84,674
Change-84,674 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 81,697
Change-81,697 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 81,404
Change-81,404 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 75,788
Change-75,788 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 75,306
Change-75,306 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 73,436
Change-73,436 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 70,867
Change-70,867 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 70,224
Change-70,224 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 68,461
Change-68,461 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 68,383
Change-68,383 (-100%)
Value—
&partners
N/A
Shares— from 62,431
Change-62,431 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 58,905
Change-58,905 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 58,397
Change-58,397 (-100%)
Value—
Nwam LLC
N/A
Shares— from 58,039
Change-58,039 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 57,761
Change-57,761 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 56,117
Change-56,117 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 53,409
Change-53,409 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 52,650
Change-52,650 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 49,385
Change-49,385 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 48,924
Change-48,924 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 48,484
Change-48,484 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 47,042
Change-47,042 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 46,163
Change-46,163 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 44,289
Change-44,289 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 43,863
Change-43,863 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 43,464
Change-43,464 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 39,710
Change-39,710 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 39,499
Change-39,499 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 39,136
Change-39,136 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 39,056
Change-39,056 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 37,673
Change-37,673 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 37,361
Change-37,361 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,070
Change-37,070 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 36,971
Change-36,971 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 36,120
Change-36,120 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 36,050
Change-36,050 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 34,310
Change-34,310 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 33,800
Change-33,800 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 33,228
Change-33,228 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 32,763
Change-32,763 (-100%)
Value—
Barclays PLC
N/A
Shares— from 31,697
Change-31,697 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 31,667
Change-31,667 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 30,253
Change-30,253 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 30,153
Change-30,153 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 30,142
Change-30,142 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 28,757
Change-28,757 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 28,674
Change-28,674 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 28,315
Change-28,315 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 26,813
Change-26,813 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 26,014
Change-26,014 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 24,974
Change-24,974 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 24,955
Change-24,955 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 24,880
Change-24,880 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 23,058
Change-23,058 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,023
Change-23,023 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 21,788
Change-21,788 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 21,089
Change-21,089 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 20,097
Change-20,097 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 20,093
Change-20,093 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,581
Change-19,581 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 19,387
Change-19,387 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,106
Change-19,106 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,911
Change-18,911 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 18,277
Change-18,277 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 18,165
Change-18,165 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 18,162
Change-18,162 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 18,070
Change-18,070 (-100%)
Value—
Centennial Bank
N/A
Shares— from 17,792
Change-17,792 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 17,612
Change-17,612 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 17,363
Change-17,363 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,138
Change-17,138 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 16,435
Change-16,435 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 16,335
Change-16,335 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 16,025
Change-16,025 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 15,745
Change-15,745 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 15,364
Change-15,364 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 14,843
Change-14,843 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 14,605
Change-14,605 (-100%)
Value—
Allianz SE
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,525
Change-14,525 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 14,272
Change-14,272 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 14,106
Change-14,106 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,990
Change-13,990 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 13,565
Change-13,565 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,394
Change-13,394 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 13,234
Change-13,234 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,195
Change-12,195 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 11,997
Change-11,997 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,149
Change-11,149 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,730
Change-10,730 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,247
Change-10,247 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,679
Change-9,679 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 9,606
Change-9,606 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,394
Change-9,394 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 9,112
Change-9,112 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,941
Change-8,941 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,252
Change-7,252 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 7,068
Change-7,068 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,561
Change-6,561 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,678
Change-3,678 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 899
Change-899 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 697
Change-697 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 579
Change-579 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 499
Change-499 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 428
Change-428 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 406
Change-406 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 391
Change-391 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 330
Change-330 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 301
Change-301 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 199
Change-199 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 197
Change-197 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 179
Change-179 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Nepc LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 75
Change-75 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Assetmark, Inc
INCREASED9,396,4257,886,379+1,510,046+19%$419.3M$473.1M+$53.8M2026-10-21
Matson Money. Inc.
INCREASED4,051,3633,824,777+226,586+6%$203.4M$204.0M+$622.7K2026-10-23
TD Private Client Wealth LLC
INCREASED3,251,4402,883,337+368,103+13%$153.3M$163.7M+$10.4M2026-10-28
Truist Financial Corp
INCREASED2,270,4411,267,986+1,002,455+79%$67.4M$114.3M+$46.9M2026-10-30
Petersen Hastings Wealth Advisors Inc.
INCREASED2,209,1812,100,716+108,465+5%$111.7M$111.2M-$462.8K2026-10-27
Acropolis Investment Management, LLC
DECREASED2,184,2462,247,726-63,480-3%$119.5M$110.0M-$9.5M2026-10-08
Greenwood Gearhart LLC
DECREASED1,556,0341,822,054-266,020-15%$96.9M$78.3M-$18.5M2026-11-02
US Bancorp \de\
DECREASED1,321,3911,324,397-3,0060%$70.4M$66.5M-$3.9M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED1,308,9201,213,272+95,648+8%$63.9M$66.1M+$2.2M2026-10-13
RMG Wealth Management LLC
INCREASED1,304,2331,253,129+51,104+4%$65.5M$66.7M+$1.2M2026-10-26
Keybank National Association
INCREASED1,264,6471,232,515+32,132+3%$65.5M$63.7M-$1.9M2026-11-04
MFA Wealth Advisors, LLC
INCREASED1,022,7001,018,889+3,811+0%$54.2M$51.5M-$2.7M2026-10-07
Flagstone Financial Management
INCREASED896,965843,498+53,467+6%$44.8M$45.2M+$313.4K2026-11-05
Dodds Wealth, LLC
DECREASED879,610923,932-44,322-5%$49.1M$44.3M-$4.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED831,087750,041+81,046+11%$39.9M$41.8M+$2.0M2026-11-02
CVS Health Corp
INCREASED705,000440,000+265,000+60%$23.4M$35.5M+$12.1M2026-11-05
Thoma Capital Management LLC
INCREASED698,644677,770+20,874+3%$36.0M$35.2M-$860.3K2026-10-19
Bank of New York Mellon Corp
DECREASED570,007823,390-253,383-31%$43.8M$28.7M-$15.1M2026-11-05
Schmidt P J Investment Management Inc
INCREASED537,153535,661+1,492+0%$28.5M$27.0M-$1.4M2026-11-02
Ameliora Wealth Management Ltd.
DECREASED499,147520,969-21,822-4%$27.7M$25.1M-$2.6M2026-10-23
Klaas Financial Asset Advisors, LLC
INCREASED497,936497,068+868+0%$26.4M$25.1M-$1.4M2026-10-19
One Way Holdings LLC
INCREASED496,300468,142+28,158+6%$24.9M$25.0M+$97.6K2026-10-29
Birchbrook, Inc.
INCREASED494,800481,354+13,446+3%$25.6M$24.9M-$680.4K2026-10-14
Black Diamond Financial, LLC
INCREASED462,424441,318+21,106+5%$23.5M$23.3M-$181.8K2026-10-26
BCK Partners, Inc.
INCREASED441,895423,132+18,763+4%$22.5M$22.2M-$248.5K2026-10-23
Arkansas Financial Group, Inc.
DECREASED437,315441,461-4,146-1%$23.5M$22.0M-$1.5M2026-10-26
Cyndeo Wealth Partners, LLC
INCREASED432,868400,135+32,733+8%$21.3M$21.8M+$519.7K2026-10-16
DT Investment Partners, LLC
INCREASED419,580355,081+64,499+18%$18.9M$21.1M+$2.2M2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED412,406414,219-1,8130%$22.0M$20.8M-$1.3M2026-10-08
Venture Visionary Partners LLC
NEW409,520—+409,520——$20.6M—2026-10-07
Creative Planning
INCREASED401,028255,644+145,384+57%$13.6M$20.2M+$6.6M2026-11-02
Bailard, Inc.
DECREASED394,791394,985-1940%$21.0M$19.9M-$1.1M2026-10-13
Smith Salley Wealth Management
INCREASED389,266387,811+1,455+0%$20.6M$19.6M-$1.0M2026-11-03
Commonwealth Equity Services, LLC
INCREASED388,984277,106+111,878+40%$14.7M$19.6M+$4.9M2026-11-02
Chicago Partners Investment Group LLC
INCREASED377,190341,081+36,109+11%$17.8M$19.2M+$1.4M2026-10-27
Lido Advisors, LLC
INCREASED359,435288,431+71,004+25%$15.3M$18.1M+$2.8M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED357,31954,807+302,512+552%$2.9M$18.0M+$15.1M2026-10-16
Rational Advisors, Inc.
INCREASED318,425271,160+47,265+17%$14.4M$16.0M+$1.6M2026-11-02
Blue Fin Capital, Inc.
INCREASED296,561276,970+19,591+7%$14.7M$14.9M+$205.3K2026-10-28
Colton Groome Financial Advisors, LLC
INCREASED280,456261,214+19,242+7%$13.9M$14.1M+$232.2K2026-10-06
D.A. Davidson & Co.
INCREASED277,188267,934+9,254+3%$14.2M$14.0M-$289.6K2026-10-28
Naples Global Advisors, LLC
INCREASED270,173237,811+32,362+14%$12.6M$13.6M+$958.8K2026-11-05
Financial Partners Group, Inc
DECREASED262,112495,446-233,334-47%$26.3M$13.2M-$13.1M2026-10-19
Caldwell Trust Co
INCREASED255,132250,113+5,019+2%$13.3M$12.8M-$452.6K2026-10-30
BAR Harbor Wealth Management
DECREASED253,432257,358-3,926-2%$13.7M$12.8M-$923.4K2026-10-21
Semitam Bonam LLC
INCREASED238,397215,503+22,894+11%$11.5M$12.0M+$545.0K2026-10-27
Jmac Enterprises LLC
INCREASED237,550234,126+3,424+1%$12.4M$12.0M-$487.8K2026-10-30
Mendota Financial Group, LLC
INCREASED236,711230,266+6,445+3%$12.2M$11.9M-$324.9K2026-10-07
CoreCap Advisors, LLC
INCREASED234,396183,028+51,368+28%$9.7M$11.8M+$2.1M2026-10-08
Sigma Planning Corp
INCREASED233,745209,320+24,425+12%$11.1M$11.8M+$640.0K2026-10-23
Fifth Third Bancorp
DECREASED228,740242,741-14,001-6%$12.9M$11.5M-$1.4M2026-11-05
Anchor Capital Advisors LLC
INCREASED228,028220,463+7,565+3%$11.7M$11.5M-$240.8K2026-11-05
Park Avenue Securities LLC
INCREASED224,769213,516+11,253+5%$11.4M$11.3K-$11.3M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED224,097193,657+30,440+16%$10.3M$11.3K-$10.3M2026-11-02
Burns Matteson Capital Management, LLC
DECREASED217,749218,148-3990%$11.6M$11.0M-$635.2K2026-10-16
Oppenheimer & Co Inc
INCREASED216,492169,163+47,329+28%$9.0M$10.9M+$1.9M2026-10-26
Ticino Wealth
DECREASED199,455203,319-3,864-2%$10.8M$10.0M-$767.9K2026-10-13
Rebalance, LLC
INCREASED194,837189,127+5,710+3%$10.1M$9.8M-$245.9K2026-10-22
Citigroup Inc
INCREASED191,977165,718+26,259+16%$8.8M$9.7M+$854.8K2026-11-04
Compound Planning, Inc.
INCREASED182,443168,033+14,410+9%$8.9M$9.2M+$251.7K2026-11-05
Maia Wealth LLC
INCREASED176,398131,046+45,352+35%$7.0M$8.9M+$1.9M2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED175,966187,129-11,163-6%$9.9M$8.9M-$1.1M2026-10-08
North Dakota State Investment Board
INCREASED172,03963,000+109,039+173%$3.3M$8.7M+$5.3M2026-10-27
Freestate Advisors LLC
DECREASED170,095180,403-10,308-6%$9.6M$8.6M-$1.0M2026-10-09
Oppenheimer Asset Management Inc.
INCREASED168,92683,075+85,851+103%$4.4M$8.5M+$4.1M2026-10-27
Aspen Investment Management Inc
INCREASED166,758162,040+4,718+3%$8.6K$8.4M+$8.4M2026-11-05
MGO One Seven LLC
INCREASED166,18844,168+122,020+276%$2.3M$8.4M+$6.0M2026-10-28
Asio Capital, LLC
INCREASED162,227146,190+16,037+11%$7.8M$8.2M+$395.2K2026-10-19
Capital Wealth Management, LLC
INCREASED161,4165,870+155,546+2650%$312.1K$8.1M+$7.8M2026-10-27
Davenport & Co LLC
DECREASED159,431169,105-9,674-6%$9.0M$8.0M-$964.0K2026-10-14
Darrow Company, Inc.
INCREASED149,837141,012+8,825+6%$7.5M$7.5M+$43.9K2026-10-22
Highline Wealth Partners LLC
INCREASED148,827146,736+2,091+1%$7.8M$7.5M-$308.5K2026-10-19
Vise Technologies, Inc.
INCREASED145,681125,443+20,238+16%$6.7M$7.3M+$665.2K2026-10-29
Invera Wealth Advisors, LLC
INCREASED141,935140,153+1,782+1%$7.5M$7.1M-$305.5K2026-10-28
Leuthold Group, LLC
DECREASED140,806142,552-1,746-1%$7.6M$7.1M-$489.9K2026-11-04
Investment Research Partners LLC
INCREASED137,296121,847+15,449+13%$6.5M$6.9M+$434.3K2026-10-19
XML Financial, LLC
INCREASED134,90781,823+53,084+65%$4.4M$6.8M+$2.4M2026-10-29
Patriot Investment Management Group, Inc.
INCREASED133,626116,746+16,880+14%$6.2M$6.7M+$520.7K2026-10-15
Balance Wealth Partners LLC
INCREASED132,864122,537+10,327+8%$6.5M$6.7M+$174.4K2026-10-27
Farther Finance Advisors, LLC
DECREASED132,634136,376-3,742-3%$7.3M$6.7M-$573.0K2026-10-08
Hennion & Walsh Asset Management, Inc.
DECREASED125,349128,121-2,772-2%$6.8M$6.3M-$500.9K2026-10-13
Charles Schwab Trust Co
INCREASED123,95840,219+83,739+208%$2.1M$6.2M+$4.1M2026-10-15
Fifth Third Securities, Inc.
NEW121,641—+121,641——$6.1M—2026-10-21
BlueSky Wealth Advisors, LLC
INCREASED121,53672,763+48,773+67%$3.9M$6.1M+$2.3M2026-10-29
City State Bank
INCREASED119,544114,780+4,764+4%$6.1M$6.0M-$83.8K2026-10-20
Wespac Advisors SoCal, LLC
DECREASED118,559253,160-134,601-53%$13.5M$6.0M-$7.5M2026-10-13
Agate Pass Investment Management, LLC
INCREASED114,520100,402+14,118+14%$5.3M$5.8M+$427.7K2026-10-20
Goelzer Investment Management, Inc.
INCREASED110,008109,441+567+1%$5.8M$5.5M-$280.0K2026-10-16
JB Capital LLC
INCREASED108,747104,696+4,051+4%$5.6M$5.5M-$91.3K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED108,649135,227-26,578-20%$7.2M$5.5M-$1.7M2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED107,086108,384-1,298-1%$5.7M$5.4M-$329.7K2026-11-03
Conning Inc.
UNCHANGED100,754100,75400%$5.4M$5.1M-$284.1K2026-10-27
Peoples Bank
INCREASED99,69989,259+10,440+12%$4.7M$5.0M+$273.9K2026-10-26
YHB Investment Advisors, Inc.
INCREASED98,25683,954+14,302+17%$4.5M$4.9M+$483.4K2026-10-08
Center For Asset Management LLC
INCREASED92,71274,538+18,174+24%$4.0M$4.7M+$704.9K2026-10-16
MV Capital Management, Inc.
DECREASED90,32692,462-2,136-2%$4.9M$4.5M-$368.3K2026-10-29
Breakwater Capital Group
INCREASED86,31083,172+3,138+4%$4.4M$4.3M-$76.5K2026-10-09
Independent Financial Group, LLC
INCREASED83,70383,675+28+0%$4.4M$4.2M-$234.6K2026-10-13
Forte Asset Management LLC
INCREASED79,52470,315+9,209+13%$3.7M$4.0M+$265.4K2026-10-13
Eagle Wealth Advisors LLC
INCREASED76,76170,807+5,954+8%$3.8M$3.9M+$100.1K2026-10-20
Chesley Taft & Associates LLC
INCREASED74,83673,726+1,110+2%$3.9M$3.8M-$152.0K2026-10-13
Invested Advisors
INCREASED74,81872,615+2,203+3%$3.9M$3.8M-$93.9K2026-10-23
Blue Trust, Inc.
INCREASED73,68471,954+1,730+2%$3.8M$3.7M-$115.8K2026-10-15
First Security Investment Management, Inc.
INCREASED72,94766,386+6,561+10%$3.5M$3.7M+$143.2K2026-11-05
James Investment Research, Inc.
DECREASED71,70373,864-2,161-3%$3.9M$3.6M-$317.1K2026-10-22
SWS Partners
INCREASED71,04769,976+1,071+2%$3.7M$3.6M-$143.4K2026-10-26
Fiduciary Alliance LLC
DECREASED70,95580,224-9,269-12%$4.3M$3.6M-$692.9K2026-10-13
Wealthstar Advisors, LLC
INCREASED70,10170,012+89+0%$3.7M$3.5M-$193.0K2026-10-19
Thrivent Financial for Lutherans
DECREASED68,05683,212-15,156-18%$4.4M$3.4M-$1.0M2026-11-05
Great Diamond Partners, LLC
INCREASED67,43463,843+3,591+6%$3.4M$3.4M+$7452026-10-13
Reicon Wealth Advisors, LLC
INCREASED64,13637,843+26,293+69%$2.0M$3.2M+$1.2M2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED63,00357,516+5,487+10%$3.1M$3.2M+$114.1K2026-10-23
Israel Discount Bank of New York
DECREASED62,55767,106-4,549-7%$3.6M$3.1M-$418.3K2026-10-14
Avail Investment Partners, LLC
INCREASED62,47849,232+13,246+27%$2.6M$3.1M+$528.1K2026-10-16
DMC Group, LLC
DECREASED61,19563,399-2,204-3%$3.4M$3.1M-$289.8K2026-10-26
Procyon Advisors, LLC
DECREASED59,77462,663-2,889-5%$3.3M$3.0M-$322.2K2026-10-21
Ackerman Capital Advisors, LLC
DECREASED56,29457,211-917-2%$3.0M$2.8M-$207.5K2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED55,547228,395-172,848-76%$12.1M$2.8M-$9.3M2026-10-16
Parsons Capital Management Inc
INCREASED54,24051,336+2,904+6%$2.7M$2.7M+$1.5K2026-10-28
Apollon Wealth Management, LLC
DECREASED53,53453,740-2060%$2.9M$2.7M-$161.9K2026-10-23
Private Wealth Management Group, LLC
INCREASED53,28750,810+2,477+5%$2.7M$2.7M-$18.6K2026-10-19
AMG National Trust Bank
INCREASED53,09948,258+4,841+10%$2.6M$2.7M+$107.7K2026-11-05
Bigelow Investment Advisors, LLC
INCREASED51,94247,002+4,940+11%$2.5M$2.6M+$116.2K2026-10-13
Courage Miller Partners, LLC
UNCHANGED51,69051,69000%$2.7M$2.6M-$145.8K2026-10-21
Hengehold Capital Management LLC
INCREASED51,68348,509+3,174+7%$2.6M$2.6M+$23.0K2026-10-16
Winter & Associates, Inc.
INCREASED48,74542,325+6,420+15%$2.3M$2.5M+$219.0K2026-10-23
Outlook Wealth Advisors, LLC
INCREASED48,61446,385+2,229+5%$2.5M$2.4M-$18.6K2026-10-28
Forza Wealth Management, LLC
INCREASED47,35144,461+2,890+7%$2.4M$2.4M+$20.1K2026-10-20
Capital Investment Counsel, LLC
INCREASED45,13543,788+1,347+3%$2.3M$2.3M-$55.7K2026-10-14
PW Nova Financial Services LLC
INCREASED44,73618,313+26,423+144%$973.7K$2.3M+$1.3M2026-10-15
Dynamic Advisor Solutions LLC
DECREASED44,00245,848-1,846-4%$2.4M$2.2M-$222.2K2026-10-13
JBGlobal.com LLC
NEW43,811—+43,811——$2.2M—2026-10-13
Basso Capital Management, L.P.
DECREASED42,82152,815-9,994-19%$2.8M$2.2M-$652.2K2026-10-30
Eagle Global Advisors LLC
INCREASED42,32541,175+1,150+3%$2.2M$2.1M-$58.2K2026-11-02
Squire Investment Management Company, LLC
INCREASED42,14539,657+2,488+6%$2.1M$2.1M+$13.4K2026-11-03
Keeler Thomas Management LLC
DECREASED40,83844,575-3,737-8%$2.4M$2.1M-$313.9K2026-10-29
Busey Bank
DECREASED40,80740,842-350%$2.2M$2.1M-$116.9K2026-10-26
Higgins & Schmidt Wealth Strategies LLC
INCREASED40,13426,659+13,475+51%$1.4M$2.0M+$603.3K2026-10-26
Montecito Bank & Trust
INCREASED40,05039,980+70+0%$2.1M$2.0M-$109.2K2026-10-01
LightSquare Wealth Management, LLC
INCREASED38,40729,158+9,249+32%$1.6M$1.9M+$383.5K2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED36,04032,983+3,057+9%$1.8M$1.8M+$60.9K2026-10-07
Archvest Wealth Advisors, Inc.
INCREASED35,70735,269+438+1%$1.9M$1.8M-$77.4K2026-10-29
Royal Fund Management, LLC
DECREASED35,60435,704-1000%$1.9M$1.8M-$105.7K2026-10-22
Calamos Wealth Management LLC
DECREASED34,46840,593-6,125-15%$2.2M$1.7M-$422.9K2026-11-02
Abundance Wealth Counselors
NEW34,240—+34,240——$1.7M—2026-10-26
Absolute Capital Management, LLC
DECREASED33,27838,127-4,849-13%$2.0M$1.7M-$351.7K2026-10-16
Wespac Advisors, LLC
DECREASED33,11634,597-1,481-4%$1.8M$1.7M-$172.1K2026-10-26
Diversified Portfolios, Inc.
DECREASED32,92545,075-12,150-27%$2.4M$1.7M-$738.9K2026-11-04
Urban Wealth Management, LLC
DECREASED31,48034,094-2,614-8%$1.8M$1.6M-$227.8K2026-10-21
First International Bank of Israel Ltd.
INCREASED31,44329,207+2,236+8%$1.6M$1.6M+$30.2K2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED30,02131,084-1,063-3%$1.7M$1.5M-$141.2K2026-10-09
J.W. Cole Advisors, Inc.
DECREASED27,10728,541-1,434-5%$1.5M$1.4M-$152.7K2026-11-05
Crescent Grove Advisors, LLC
UNCHANGED26,93526,93500%$1.4M$1.4M-$76.0K2026-10-21
PKS Advisory Services, LLC
UNCHANGED26,54226,54200%$1.4M$1.4M$02026-10-26
Fire Capital Management LLC
INCREASED26,15725,038+1,119+4%$1.3M$1.3M-$14.3K2026-10-27
Boltwood Capital Management
INCREASED26,12024,231+1,889+8%$1.3M$1.3M+$26.8K2026-10-02
Union Bancaire Privee, UBP SA
DECREASED25,90827,647-1,739-6%$1.5M$1.3M-$169.5K2026-11-04
King Luther Capital Management Corp
INCREASED25,17224,531+641+3%$1.3M$1.3M-$36.9K2026-11-05
Sanchez Gaunt Capital Management, LLC
INCREASED25,02315,897+9,126+57%$845.2K$1.3M+$414.7K2026-11-03
IFP Advisors, Inc
INCREASED24,84220,560+4,282+21%$1.1M$1.3M+$157.6K2026-10-16
Thryve Wealth Management LLC
INCREASED24,49922,879+1,620+7%$1.2M$1.2M+$17.0K2026-10-09
TFB Advisors LLC
DECREASED24,44524,872-427-2%$1.3M$1.2M-$91.6K2026-11-02
TL Private Wealth
NEW24,360—+24,360——$1.2M—2026-10-13
RFG Advisory, LLC
INCREASED23,8505,197+18,653+359%$276.3K$1.2M+$924.5K2026-11-03
Prospera Financial Services Inc
DECREASED23,70431,477-7,773-25%$1.7M$1.2M-$458.9K2026-11-04
Asset One Wealth Management LLC
INCREASED23,24421,540+1,704+8%$1.1M$1.2M+$34.7K2026-11-02
Grey Ledge Advisors, LLC
INCREASED22,63021,734+896+4%$1.2M$1.1M-$16.2K2026-11-02
Capital Investment Advisors, LLC
INCREASED22,5703,934+18,636+474%$209.2K$1.1M+$927.2K2026-10-22
Steinberganna Wealth Management
DECREASED21,30126,284-4,983-19%$1.4M$1.1M-$325.0K2026-10-23
Texas Bank & Trust Co
DECREASED21,27726,882-5,605-21%$1.4M$1.1M-$358.0K2026-11-04
Fort Washington Investment Advisors Inc
DECREASED20,80525,792-4,987-19%$1.4M$1.0M-$323.8K2026-10-15
Diversify Advisory Services, LLC
INCREASED20,32319,425+898+5%$1.0M$1.0M+$16.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED20,32319,425+898+5%$1.0M$1.0M+$16.3K2026-10-20
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED20,00020,00000%$1.1M$1.0M-$56.4K2026-10-29
Tenet Wealth Partners, LLC
INCREASED19,40818,261+1,147+6%$955.6K$977.2K+$21.6K2026-10-19
Partners Wealth Management, LLC
NEW18,797—+18,797——$946.4K—2026-10-28
Tilia Fiduciary Partners, Inc.
DECREASED18,78919,274-485-3%$1.0M$946.0K-$78.7K2026-10-09
United Advisor Group, LLC
DECREASED18,68320,773-2,090-10%$1.1M$940.7K-$163.8K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
NEW18,449—+18,449——$928.9K—2026-10-28
Lewis Asset Management, LLC
INCREASED18,41813,429+4,989+37%$714.0K$927.3K+$213.3K2026-10-14
Atria Investments, Inc
DECREASED18,15218,440-288-2%$980.4K$913.9K-$66.5K2026-10-15
Vicus Capital
INCREASED17,80017,633+167+1%$937.5K$896.2K-$41.3K2026-11-05
Revisor Wealth Management LLC
DECREASED17,70418,725-1,021-5%$995.6K$899.1K-$96.5K2026-10-20
SeaBridge Investment Advisors LLC
NEW17,637—+17,637——$888.0K—2026-11-02
Simon Quick Advisors, LLC
DECREASED16,62116,684-630%$887.1K$836.9K-$50.2K2026-10-26
Hoxton Planning & Management, LLC
INCREASED16,61613,545+3,071+23%$720.2K$836.6K+$116.4K2026-10-15
ETF Portfolio Partners, Inc.
DECREASED16,56922,321-5,752-26%$1.2M$834.2K-$352.6K2026-10-22
Phillips Financial Management, LLC
DECREASED16,05217,923-1,871-10%$953.0K$808.2K-$144.8K2026-10-19
Peddock Capital Advisors, LLC
UNCHANGED15,58315,58300%$828.5K$784.6K-$43.9K2026-10-16
Private Trust Co NA
DECREASED15,56617,837-2,271-13%$948.4K$783.8K-$164.6K2026-10-20
Waystone Advisors LLC
DECREASED15,48115,680-199-1%$833.7K$823.1K-$10.6K2026-10-16
Brucke Financial, Inc.
DECREASED15,37419,436-4,062-21%$1.0M$774.1K-$259.3K2026-10-23
Perigon Wealth Management, LLC
UNCHANGED15,13615,13600%$804.8K$762.1K-$42.7K2026-10-22
SWP Financial LLC
DECREASED15,10215,490-388-2%$823.6K$760.4K-$63.2K2026-10-23
Wedbush Securities Inc
DECREASED15,06215,334-272-2%$815.0K$758-$814.2K2026-10-22
Navigation Group, LLC
INCREASED14,90410,926+3,978+36%$581.0K$750.4K+$169.5K2026-10-28
Mitchell Sinkler & Starr
UNCHANGED14,87114,87100%$790.7K$748.8K-$41.9K2026-10-13
ACT Wealth Management, LLC
UNCHANGED14,81514,81500%$787.7K$745.9K-$41.8K2026-10-09
Cullen T Bankers, Inc.
DECREASED14,33214,861-529-4%$790.2K$721.6K-$68.6K2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED14,18528,370-14,185-50%$1.5M$714.2K-$797.2K2026-10-15
Verdence Capital Advisors LLC
INCREASED13,69913,566+133+1%$721.3K$689.8K-$31.6K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED13,50016,165-2,665-16%$859.5K$679.7K-$179.8K2026-10-30
Perryman Financial Advisory Inc
DECREASED13,35513,516-161-1%$718.6K$672.4K-$46.2K2026-10-16
Bingham Private Wealth, LLC
INCREASED13,26213,065+197+2%$694.7K$667.7K-$26.9K2026-11-05
Bauman Advisory Group, LLC
NEW12,810—+12,810——$645.0K—2026-10-29
Meridian Wealth Management, LLC
NEW12,589—+12,589——$633.8K—2026-11-05
4J Wealth Management LLC
DECREASED12,56712,858-291-2%$683.7K$632.8K-$50.9K2026-11-02
Bourgeon Capital Management LLC
INCREASED12,48412,300+184+2%$654.0K$628.6K-$25.4K2026-10-19
Axxcess Wealth Management, LLC
INCREASED12,27411,685+589+5%$621.3K$618.0K-$3.3K2026-10-21
Bangor Savings Bank
DECREASED12,04713,492-1,445-11%$717.4K$606.6K-$110.8K2026-10-06
Meitav Investment House LTD
UNCHANGED11,65111,65100%$619.5K$586.6K-$32.9K2026-10-28
Arista Wealth Management, LLC
NEW11,635—+11,635——$585.8K—2026-10-29
Equita Financial Network, Inc.
INCREASED11,61211,480+132+1%$610.4K$584.7K-$25.7K2026-10-19
Courier Capital LLC
INCREASED11,39311,371+22+0%$604.6K$573.7K-$30.9K2026-10-19
KPP Advisory Services LLC
INCREASED11,27310,702+571+5%$569.0K$567.6K-$1.4K2026-10-26
Calamos Advisors LLC
UNCHANGED11,15111,15100%$592.9K$561.5K-$31.4K2026-11-02
SAX Wealth Advisors, LLC
DECREASED10,89128,175-17,284-61%$1.5M$548.4K-$951.1K2026-10-13
CWA Asset Management Group, LLC
DECREASED10,89113,085-2,194-17%$695.7K$548.4K-$147.4K2026-10-19
Brookstone Capital Management
INCREASED10,73410,485+249+2%$557.5K$540.5K-$17.0K2026-10-22
Focus Wealth Advisors, LLC
UNCHANGED10,43410,43400%$554.8K$525.4K-$29.4K2026-10-14
Duncker Streett & Co Inc
DECREASED10,35710,651-294-3%$566.3K$521.5K-$44.8K2026-10-27
Choreo, LLC
DECREASED10,26510,937-672-6%$582.2K$517.1K-$65.1K2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED10,25110,25100%$545.0K$516.1K-$28.9K2026-11-03
AmeriServ Wealth Advisors
DECREASED10,11815,942-5,824-37%$847.6K$509.4K-$338.2K2026-10-21
Meridian Financial Advisors, LLC
DECREASED10,09911,174-1,075-10%$594.1K$508.5K-$85.6K2026-10-14
Y.D. More Investments Ltd
INCREASED9,9507,660+2,290+30%$405.9K$500.1K+$94.3K2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW9,766—+9,766——$491.7K—2026-10-27
Florida Trust Wealth Management Co
INCREASED9,7519,299+452+5%$494.4K$491.0K-$3.5K2026-11-05
Ascent Group, LLC
INCREASED9,7358,530+1,205+14%$453.5K$490.2K+$36.6K2026-10-30
First County Bank
NEW9,476—+9,476——$477.1K—2026-10-13
Wealth Advisory Solutions, LLC
DECREASED9,4729,593-121-1%$510.1K$476.9K-$33.1K2026-10-20
Transcendent Capital Group LLC
INCREASED9,3478,817+530+6%$468.8K$470.6K+$1.8K2026-10-28
NTV Asset Management LLC
DECREASED9,29410,394-1,100-11%$552.6K$468.0K-$84.7K2026-10-23
Lanark Financial, Inc.
DECREASED9,21412,412-3,198-26%$659.9K$463.9K-$196.0K2026-10-26
Tctc Holdings, LLC
INCREASED9,1988,879+319+4%$472.1K$463.1K-$9.0K2026-11-02
Sowell Financial Services LLC
INCREASED9,1747,855+1,319+17%$417.6K$461.9K+$44.3K2026-10-23
Manchester Capital Management LLC
DECREASED9,16328,047-18,884-67%$1.5M$461.4K-$1.0M2026-10-22
StoneX Group Inc.
NEW8,893—+8,893——$457.1K—2026-11-03
Avior Wealth Management, LLC
INCREASED8,6578,413+244+3%$447.3K$435.9K-$11.5K2026-10-13
FF Advisors,LLC
NEW8,593—+8,593——$432.7K—2026-10-21
First Heartland Consultants, Inc.
INCREASED8,3967,813+583+7%$415.4K$422.7K+$7.3K2026-10-08
Equitable Trust Co
INCREASED8,2347,871+363+5%$418.5K$414.6K-$3.9K2026-10-13
Titleist Asset Management, LLC
DECREASED8,11421,693-13,579-63%$1.2M$408.5K-$744.9K2026-10-08
Brighton Jones LLC
INCREASED7,9725,305+2,667+50%$282.1K$401.4K+$119.3K2026-11-03
Rossby Financial, LCC
INCREASED7,9005,329+2,571+48%$283.3K$397.8K+$114.4K2026-11-05
Exchange Bank
UNCHANGED7,6727,67200%$407.9K$386.3K-$21.6K2026-10-07
Nearside Advisors, LLC
NEW7,670—+7,670——$386.2K—2026-10-20
Sagespring Wealth Partners, LLC
DECREASED7,6408,143-503-6%$433.0K$384.7K-$48.3K2026-10-22
Evolution Wealth Advisors, LLC
INCREASED7,4777,476+1+0%$397.5K$376.5K-$21.0K2026-11-03
Kachkovsky & Fisher, Inc.
NEW7,402—+7,402——$372.7K—2026-10-21
Wynn Capital, LLC
UNCHANGED7,4007,40000%$393.5K$372.6K-$20.9K2026-10-13
NBT Bank, N.A.
DECREASED7,3477,407-60-1%$393.8K$369.9K-$23.9K2026-10-21
FC Advisory LLC
INCREASED7,2276,471+756+12%$344.0K$363.9K+$19.8K2026-10-05
Bellecapital International Ltd.
DECREASED7,2148,936-1,722-19%$475.1K$363.2K-$111.9K2026-10-21
Sawgrass Asset Management LLC
UNCHANGED7,1957,19500%$382.6K$362.3K-$20.3K2026-11-03
PFG Advisors
INCREASED7,1495,327+1,822+34%$283.2K$359.9K+$76.7K2026-10-16
Apella Capital, LLC
INCREASED7,0484,805+2,243+47%$253.3K$354.8K+$101.5K2026-10-08
Visionary Wealth Advisors
INCREASED7,0136,769+244+4%$359.9K$353.1K-$6.8K2026-11-04
Pinion Investment Advisors, LLC
INCREASED6,7616,077+684+11%$323.1K$340.4K+$17.3K2026-11-04
Evanson Financial, LLC
UNCHANGED6,7586,75800%$359.3K$340.3K-$19.1K2026-10-23
Herold Advisors, Inc.
DECREASED6,710109,570-102,860-94%$5.8M$337.9K-$5.5M2026-10-19
Inman Jager Wealth Management, LLC
INCREASED6,6905,712+978+17%$303.7K$336.8K+$33.1K2026-11-05
Braun-Bostich & Associates Inc.
NEW6,668—+6,668——$335.7K—2026-10-20
Swmg, LLC
NEW6,668—+6,668——$340.7K—2026-10-23
Leo Wealth, LLC
NEW6,657—+6,657——$335.2K—2026-10-26
Balefire, LLC
NEW6,631—+6,631——$333.9K—2026-10-09
Investment Partners, Ltd.
NEW6,478—+6,478——$326.1K—2026-10-29
John W. Brooker & Co., CPAs
INCREASED6,2444,623+1,621+35%$245.8K$314.4K+$68.6K2026-10-21
Sheets Smith Wealth Management
UNCHANGED6,0006,00000%$319.0K$302.1K-$16.9K2026-10-16
Nations Financial Group Inc,
INCREASED5,9935,974+19+0%$317.7K$301.8K-$15.9K2026-11-05
Integrity Alliance, Llc.
INCREASED5,9435,189+754+15%$275.9K$299.2K+$23.3K2026-10-29
Founders Financial Securities LLC
DECREASED5,86728,726-22,859-80%$1.5M$295.4K-$1.2M2026-10-28
Grove Bank & Trust
NEW5,783—+5,783——$291.2K—2026-10-08
Paragon Capital Management Ltd
DECREASED5,7766,267-491-8%$333.2K$290.8K-$42.4K2026-10-09
Heritage Investors Management Corp
INCREASED5,7355,365+370+7%$285.0K$289-$284.7K2026-10-29
Piscataqua Savings Bank
INCREASED5,7254,525+1,200+27%$240.6K$288.2K+$47.6K2026-10-21
Old National Bancorp
UNCHANGED5,5135,51300%$293.1K$277.6K-$15.5K2026-10-20
Regions Financial Corp
DECREASED5,49611,961-6,465-54%$636.0K$276.7K-$359.2K2026-11-05
Verus Capital Partners, LLC
UNCHANGED5,4845,48400%$291.6K$276.1K-$15.5K2026-11-03
Flagstar Securities, Inc
INCREASED5,3195,274+45+1%$280.4K$267.8K-$12.6K2026-10-15
Roan Capital Partners
DECREASED5,2155,930-715-12%$315.3K$262.6K-$52.7K2026-10-09
Modera Wealth Management, LLC
UNCHANGED5,1475,14700%$273.7K$259.2K-$14.5K2026-10-28
Sima Wealth Partners, LLC
DECREASED5,0845,107-230%$271.6K$256.0K-$15.6K2026-10-19
HB Wealth Management, LLC
NEW5,066—+5,066——$255.1K—2026-10-23
Lee Financial Co
UNCHANGED4,9504,95000%$263.2K$249.2K-$14.0K2026-10-16
Facet Wealth, Inc.
NEW4,837—+4,837——$243.5K—2026-11-04
Crumly & Associates Inc.
UNCHANGED4,6254,62500%$245.9K$232.9K-$13.0K2026-10-07
Univest Financial Corp
UNCHANGED4,5944,59400%$244.3K$231.3K-$13.0K2026-11-05
Ignite Planners, LLC
NEW4,584—+4,584——$230.8K—2026-10-14
McAdam, LLC
DECREASED4,5845,553-969-17%$295.2K$230.8K-$64.4K2026-10-21
Midwest Trust Co
NEW4,552—+4,552——$229.2K—2026-10-22
Spire Wealth Management
DECREASED4,5194,939-420-8%$262.6K$227.5K-$35.1K2026-10-30
Accurate Wealth Management, LLC
DECREASED4,4305,754-1,324-23%$302.9K$223.6K-$79.3K2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED4,4184,376+42+1%$232.7K$222.4K-$10.2K2026-10-22
Independent Wealth Network Inc.
NEW4,380—+4,380——$220.5K—2026-10-19
Triad Wealth Partners, LLC
DECREASED4,3514,624-273-6%$241.3K$219.1K-$22.2K2026-10-26
Lantern Wealth Advisors, LLC
DECREASED4,34410,094-5,750-57%$536.7K$218.7K-$318.0K2026-10-22
McCarley & Cook Financial Planners
UNCHANGED4,3254,32500%$230.0K$217.8K-$12.2K2026-10-21
Advisory Solutions Group, LLC
NEW4,216—+4,216——$212.3K—2026-10-14
Trilogy Capital Inc.
UNCHANGED4,1834,18300%$222.4K$210.6K-$11.8K2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED4,1414,14100%$220.2K$208.5K-$11.7K2026-10-21
Woodward Diversified Capital, LLC
NEW4,131—+4,131——$208.0K—2026-10-21
Farrell Financial LLC
DECREASED3,9794,317-338-8%$229.5K$200.3K-$29.2K2026-10-16
AlphaCore Capital LLC
INCREASED3,4703,427+43+1%$182.2K$174.7K-$7.5K2026-11-04
Financial Consulate, Inc
DECREASED3,0403,582-542-15%$190.5K$153.1K-$37.4K2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED3,0383,03800%$161.5K$153.0K-$8.6K2026-11-04
TD Waterhouse Canada Inc.
NEW2,627—+2,627——$132.0K—2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED2,4862,48600%$132.2K$125.2K-$7.0K2026-10-23
Hanson & Doremus Investment Management
INCREASED2,4802,461+19+1%$131.0K$125-$130.9K2026-10-16
Beacon Capital Management, Inc.
DECREASED2,4094,963-2,554-51%$263.9K$121.3K-$142.6K2026-10-13
Union Savings Bank
UNCHANGED2,4062,40600%$127.9K$121.1K-$6.8K2026-10-14
Wilmington Savings Fund Society, FSB
UNCHANGED2,4002,40000%$127.6K$120.8K-$6.8K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED2,3611,991+370+19%$105.9K$119.1K+$13.2K2026-10-30
General Partner, Inc.
UNCHANGED2,1652,16500%$115.1K$109.0K-$6.1K2026-10-05
John Boyer, Inc.
NEW2,051—+2,051——$103.3K—2026-10-27
Albion Financial Group
UNCHANGED2,0172,01700%$107.2K$101.6K-$5.7K2026-10-21
Parkside Financial Bank & Trust
DECREASED1,9954,147-2,152-52%$220.5K$100.4K-$120.0K2026-10-27
Silver Grove Financial Group, Inc.
NEW1,916—+1,916——$96.5K—2026-11-05
American Capital Advisory, LLC
UNCHANGED1,8151,81500%$96.5K$91.4K-$5.1K2026-10-28
Parallel Advisors, LLC
INCREASED1,630853+777+91%$45.4K$82.1K+$36.7K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED1,4701,47000%$78.2K$74.0K-$4.1K2026-10-21
Polaris Financial Partners
NEW1,440—+1,440——$73—2026-10-02
Pacific Center for Financial Services
UNCHANGED1,4041,40400%$74.7K$70.7K-$4.0K2026-10-15
Jacobi Capital Management LLC
NEW1,398—+1,398——$70.4K—2026-11-05
Eastern Bank
UNCHANGED1,3921,39200%$74.0K$70.1K-$3.9K2026-10-05
Cherry Tree Wealth Management, LLC
UNCHANGED1,3061,30600%$69.4K$65.8K-$3.7K2026-10-15
Bell Investment Advisors, Inc
NEW1,298—+1,298——$65.4K—2026-10-29
SBI Securities Co., Ltd.
INCREASED1,069469+600+128%$24.9K$53.8K+$28.9K2026-10-22
Provenance Wealth Advisors, LLC
NEW880—+880——$44.3K—2026-10-30
BankChampaign, National Association
UNCHANGED77877800%$41.4K$39.2K-$2.2K2026-10-19
Mechanics Financial Corp
UNCHANGED76476400%$40.6K$38.5K-$2.2K2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED74274200%$39.5K$37.4K-$2.1K2026-10-22
Creative Financial Designs Inc
UNCHANGED73673600%$39.1K$37.1K-$2.1K2026-11-04
Go Invest LLC
INCREASED734137+597+436%$7.3K$37.0K+$29.7K2026-10-09
Realta Investment Advisors
DECREASED698995-297-30%$52.9K$35.1K-$17.8K2026-10-14
Cape Investment Advisory, Inc.
INCREASED677586+91+16%$31.2K$34.1K+$2.9K2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED675667+8+1%$35.5K$34.0K-$1.5K2026-10-26
Blueline Advisors LLC
DECREASED674817-143-17%$43.5K$33.9K-$9.5K2026-10-15
Birch Financial Group, LLC
NEW635—+635——$32.0K—2026-10-27
GK Wealth Management LLC
NEW620—+620——$31.2K—2026-10-09
Jcic Asset Management Inc.
UNCHANGED62062000%$33.0K$31.2K-$1.8K2026-10-30
Viewpoint Capital Management LLC
DECREASED6001,000-400-40%$53.2K$30.2K-$23.0K2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED59059000%$31.4K$29.7K-$1.7K2026-11-04
Montag A & Associates Inc
INCREASED570255+315+124%$13.6K$28.7K+$15.1K2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED54754700%$29.0K$27-$29.0K2026-11-02
Nvwm, LLC
NEW542—+542——$27.3K—2026-10-14
Rudd Co d/b/a Styre Wealth
NEW529—+529——$26.8K—2026-10-29
Birchwood Financial Partners, Inc.
DECREASED5021,000-498-50%$53.2K$25.3K-$27.9K2026-11-02
Rossmore Private Capital
UNCHANGED50050000%$26.6K$25.2K-$1.4K2026-10-27
Balentine LLC
UNCHANGED50050000%$26.6K$25.2K-$1.4K2026-11-03
Root Financial Partners, LLC
NEW490—+490——$24.7K—2026-10-21
Tompkins Financial Corp
NEW477—+477——$24.0K—2026-10-05
Angeles Wealth Management, LLC
UNCHANGED47547500%$25.3K$23.9K-$1.3K2026-10-26
EPG Wealth Management LLC
INCREASED453451+2+0%$24.0K$22.8K-$1.2K2026-11-03
Southern Michigan Bank & Trust
UNCHANGED45045000%$23.9K$22.7K-$1.3K2026-10-19
Golden State Wealth Management, LLC
INCREASED431426+5+1%$22.7K$21.7K-$9322026-11-02
Signature Equity Partners, LLC
DECREASED416617-201-33%$32.8K$21.0K-$11.9K2026-10-29
WestEnd Advisors, LLC
DECREASED407562-155-28%$29.9K$20.5K-$9.4K2026-10-27
Friedenthal Financial
INCREASED405323+82+25%$17.2K$20.4K+$3.2K2026-10-27
Physician Wealth Advisors, Inc.
INCREASED381220+161+73%$11.7K$19.2K+$7.5K2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED38038000%$20.2K$19.1K-$1.1K2026-10-05
Wolff Wiese Magana LLC
UNCHANGED35035000%$18.6K$17.6K-$9872026-10-15
Cornerstone National Bank & Trust Co
UNCHANGED30830800%$16.3K$15.5K-$8102026-10-20
Asset Dedication, LLC
UNCHANGED26626600%$14.1K$13.4K-$7502026-11-03
Latitude Advisors, LLC
NEW256—+256——$12.9K—2026-10-27
Elevate Wealth Advisory, Inc
NEW249—+249——$12.5K—2026-10-29
Wagner Wealth Management, LLC
INCREASED237234+3+1%$12.5K$11.9K-$5122026-10-21
Central Trust Co
UNCHANGED22222200%$11.8K$11.2K-$6262026-11-05
Buck Wealth Strategies, LLC
UNCHANGED21921900%$11.6K$11.0K-$6172026-10-28
Larson Financial Group LLC
INCREASED21811+207+1882%$585$11.0K+$10.4K2026-11-05
Kingdom Financial Group Llc.
UNCHANGED20120100%$10.7K$10.1K-$5672026-11-04
Edgemoor Investment Advisors, Inc.
NEW200—+200——$10.1K—2026-11-03
Compass Financial Management LLC
UNCHANGED18918900%$10.0K$9.5K-$5332026-10-30
Richardson Capital Management LLC
NEW175—+175——$8.8K—2026-10-23
Creative Capital Management Investments LLC
NEW171—+171——$8.6K—2026-10-28
City Holding Co
UNCHANGED17017000%$9.0K$8.6K-$4812026-10-19
Barnes Dennig Private Wealth Management LLC
NEW162—+162——$8.2K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED14914900%$7.9K$7.5K-$4202026-10-27
Investors Research Corp
UNCHANGED12012000%$6.4K$6.0K-$3382026-10-07
Axiom Investment Management LLC
UNCHANGED12012000%$6.4K$6.0K-$3382026-11-03
Barrett & Company, Inc.
UNCHANGED10810800%$5.7K$5.4K-$3042026-10-22
Costello Asset Management, Inc
UNCHANGED10010000%$5.3K$5.0K-$2822026-10-30
Nvest Wealth Strategies, Inc.
NEW99—+99——$5.0K—2026-10-14
High Point Wealth Management, LLC
NEW76—+76——$3.8K—2026-11-05
Avion Wealth
UNCHANGED676700%$3$3$02026-11-04
Evolution Wealth Management Inc.
UNCHANGED636300%$3.4K$3.2K-$1782026-10-28
Bank of New Hampshire
UNCHANGED565600%$3.0K$2.8K-$1582026-10-06
Capital Advisors, Ltd. LLC
UNCHANGED555500%$3$3$02026-10-27
Archer Investment Corp
INCREASED5352+1+2%$2.8K$2.6K-$1132026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED484800%$3$2-$12026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED4749-2-4%$2.6K$2.4K-$2392026-11-02
Proathlete Wealth Management LLC
INCREASED4544+1+2%$2.4K$2.3K-$982026-10-15
Ashurst Perkins Coie Trust Co
UNCHANGED404000%$2.1K$2.0K-$1132026-10-15
Hager Investment Management Services, LLC
NEW35—+35——$1.8K—2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED262600%$1.4K$1.3K-$732026-10-05
Signature Resources Capital Management, LLC
DECREASED221,614-1,592-99%$85.8K$1.1K-$84.7K2026-10-16
Montgomery Financial Services LLC
UNCHANGED101000%$532$504-$282026-11-03
Simplex Trading, LLC
DECREASED25-3-60%$265$100-$1652026-11-04
Scarborough Advisors, LLC
CLOSED0694,175-694,175-100%$36.8M$0-$36.8M2026-10-16
Capstone Wealth Management Group, LLC
CLOSED0223,045-223,045-100%$11.9M$0-$11.9M2026-11-05
FDx Advisors, Inc.
CLOSED078,217-78,217-100%$4.2M$0-$4.2M2026-11-05
Optima Capital LLC
CLOSED049,275-49,275-100%$2.6M$0-$2.6M2026-10-29
Hidden Cove Wealth Management, LLC
CLOSED029,312-29,312-100%$1.6M$0-$1.6M2026-10-19
Heck Capital Advisors, LLC
CLOSED017,032-17,032-100%$905.6K$0-$905.6K2026-10-14
Merited Wealth, LLC
CLOSED09,365-9,365-100%$497.9K$0-$497.9K2026-10-13
Hofer & Associates. Inc
CLOSED06,568-6,568-100%$349.2K$0-$349.2K2026-10-13
Members Wealth LLC
CLOSED06,500-6,500-100%$345.6K$0-$345.6K2026-10-20
Heartwood Wealth Advisors LLC
CLOSED06,347-6,347-100%$337.5K$0-$337.5K2026-10-05
Walleye Partners, LLC
CLOSED06,179-6,179-100%$328.5K$0-$328.5K2026-10-13
Kelly Financial Services LLC
CLOSED06,163-6,163-100%$327.7K$0-$327.7K2026-10-20
Retireful, LLC
CLOSED05,617-5,617-100%$298.7K$0-$298.7K2026-10-09
KFA Private Wealth Group, LLC
CLOSED04,812-4,812-100%$255.9K$0-$255.9K2026-10-07
RDA Financial Network
CLOSED04,756-4,756-100%$252.9K$0-$252.9K2026-10-15
Sage Advisory Services, Ltd.Co.
CLOSED04,292-4,292-100%$228.0K$0-$228.0K2026-10-29
Promethium Advisors,llc
CLOSED04,131-4,131-100%$219.6K$0-$219.6K2026-10-19
Gradient Investments LLC
CLOSED04,001-4,001-100%$212.8K$0-$212.8K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED03,988-3,988-100%$212.0K$0-$212.0K2026-10-27
Guyasuta Investment Advisors Inc
CLOSED03,931-3,931-100%$209.0K$0-$209.0K2026-10-15
International Assets Investment Management, LLC
CLOSED02,214-2,214-100%$117.1K$0-$117.1K2026-11-02
Reap Financial Group, LLC
CLOSED01,233-1,233-100%$65.6K$0-$65.6K2026-11-02
Brooklyn FI, LLC
CLOSED0822-822-100%$43.1K$0-$43.1K2026-11-05
Nfsg Corp
CLOSED0585-585-100%$31.1K$0-$31.1K2026-10-15
Trust Co of Vermont
CLOSED0545-545-100%$29.0K$0-$29.0K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED0506-506-100%$26.9K$0-$26.9K2026-10-26
MCF Advisors LLC
CLOSED0420-420-100%$22.3K$0-$22.3K2026-10-28
Dhjj Financial Advisors, Ltd.
CLOSED0387-387-100%$20.6K$0-$20.6K2026-10-23
SYM Financial Corp
CLOSED0318-318-100%$16.9K$0-$16.9K2026-10-26
Robinswood Financial LLC
CLOSED0169-169-100%$9.0K$0-$9.0K2026-10-20
Sunrise Financial Services, LLC
CLOSED0122-122-100%$6.5K$0-$6.5K2026-10-21
Trust Co of Toledo NA
CLOSED087-87-100%$4.6K$0-$4.6K2026-10-16
Kelleher Financial Advisors
CLOSED077-77-100%$4.1K$0-$4.1K2026-10-30
Sims Investment Management, LLC
CLOSED072-72-100%$3.8K$0-$3.8K2026-10-13
Cassaday & Co Wealth Management LLC
CLOSED059-59-100%$3.1K$0-$3.1K2026-10-27
Portfolio Resources Advisor Group, Inc.
CLOSED051-51-100%$2.7K$0-$2.7K2026-10-20
Tucker Asset Management LLC
CLOSED035-35-100%$1.9K$0-$1.9K2026-10-29
Maseco LLP
CLOSED034-34-100%$1.8K$0-$1.8K2026-10-27
Illumine Investment Management, LLC
UNCHANGED000—$4.1M$4.0M-$83.2K2026-10-22
Financial Engines Advisors L.L.C.
N/A—69,309,525-69,309,525-100%$3.7B———
Charles Schwab Investment Management Inc
N/A—15,069,486-15,069,486-100%$801.2M———
Northern Trust Corp
N/A—13,057,366-13,057,366-100%$694.3M———
Envestnet Asset Management Inc
N/A—8,875,957-8,875,957-100%$471.9M———
Allstate Corp
N/A—8,255,575-8,255,575-100%$438.9M———
Bank of America Corp
N/A—6,417,105-6,417,105-100%$341.2M———
Morgan Stanley
N/A—6,315,414-6,315,414-100%$335.8M———
One Capital Management, LLC
N/A—5,845,766-5,845,766-100%$311.1M———
Wells Fargo & Company
N/A—5,223,434-5,223,434-100%$277.7M———
UBS Group AG
N/A—4,139,507-4,139,507-100%$220.1M———
LPL Financial LLC
N/A—4,086,840-4,086,840-100%$217.3M———
Ameriprise Financial Inc
N/A—3,520,343-3,520,343-100%$186.9M———
Raymond James Financial Inc
N/A—3,467,006-3,467,006-100%$184.3M———
Royal Bank of Canada
N/A—3,090,560-3,090,560-100%$164.3M———
Goldman Sachs Group Inc
N/A—2,817,095-2,817,095-100%$149.8M———
Focus Partners Wealth
N/A—2,476,291-2,476,291-100%$131.7M———
FMR LLC
N/A—2,236,586-2,236,586-100%$118.9M———
Jones Financial Companies Lllp
N/A—1,989,134-1,989,134-100%$106.0M———
Franklin Resources Inc
N/A—1,970,780-1,970,780-100%$104.8M———
United Capital Financial Advisors, LLC
N/A—1,879,524-1,879,524-100%$99.9M———
PNC Financial Services Group, Inc.
N/A—1,860,822-1,860,822-100%$98.9M———
Mercer Global Advisors Inc
N/A—1,802,788-1,802,788-100%$95.9M———
BlackRock, Inc.
N/A—1,775,018-1,775,018-100%$94.4M———
Stifel Financial Corp
N/A—1,678,325-1,678,325-100%$89.2M———
HighTower Advisors, LLC
N/A—1,579,498-1,579,498-100%$84.0M———
Haverford Trust Co
N/A—1,510,294-1,510,294-100%$80.3M———
Dakota Wealth Management
N/A—1,226,734-1,226,734-100%$65.2M———
MAI Capital Management
N/A—1,196,329-1,196,329-100%$63.6M———
Ally Invest Advisors Inc.
N/A—1,181,331-1,181,331-100%$62.8M———
Cetera Investment Advisers
N/A—1,167,359-1,167,359-100%$62.1M———
Horizon Investments, LLC
N/A—1,072,165-1,072,165-100%$56.5M———
Roehl & Yi Investment Advisors, LLC
N/A—945,471-945,471-100%$945.5K———
Wealthspire Retirement, LLC
N/A—846,629-846,629-100%$45.0M———
Fiduciary Trust Co
N/A—779,415-779,415-100%$41.4M———
Mariner, LLC
N/A—745,392-745,392-100%$39.6M———
Janney Montgomery Scott LLC
N/A—736,251-736,251-100%$39.1M———
Baird Financial Group, Inc.
N/A—689,410-689,410-100%$36.7M———
State Farm Mutual Automobile Insurance Co
N/A—680,000-680,000-100%$36.2M———
ProVise Management Group, LLC
N/A—652,917-652,917-100%$34.7M———
Legal & General Group Plc
N/A—635,860-635,860-100%$33.9M———
Madison Asset Management, LLC
N/A—584,799-584,799-100%$31.1M———
Osaic Holdings, Inc.
N/A—573,606-573,606-100%$30.5M———
JPMorgan Chase & Co
N/A—567,423-567,423-100%$30.3M———
Bank of Montreal
N/A—552,689-552,689-100%$29.4M———
Cerity Partners LLC
N/A—505,318-505,318-100%$26.9M———
NorthCoast Asset Management LLC
N/A—491,403-491,403-100%$26.1M———
Susquehanna International Group, LLP
N/A—467,698-467,698-100%$24.9M———
Syon Capital LLC
N/A—455,375-455,375-100%$24.2M———
Hancock Whitney Corp
N/A—423,035-423,035-100%$22.5M———
Northwestern Mutual Wealth Management Co
N/A—401,224-401,224-100%$21.3M———
Manufacturers Life Insurance Company, the
N/A—395,799-395,799-100%$51.7M———
Advisors Capital Management, LLC
N/A—394,976-394,976-100%$21.0M———
MML Investors Services, LLC
N/A—392,521-392,521-100%$20.9M———
Summit Wealth Group, LLC
N/A—381,429-381,429-100%$20.3M———
Wealthspire Advisors, LLC
N/A—373,105-373,105-100%$19.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—348,531-348,531-100%$18.5M———
Legacy Financial Group LLC
N/A—332,517-332,517-100%$17.7M———
Roundview Capital LLC
N/A—318,405-318,405-100%$16.9M———
Deutsche Bank Ag\
N/A—310,890-310,890-100%$16.5M———
Prosperity Consulting Group, LLC
N/A—299,448-299,448-100%$15.9M———
NewEdge Advisors, LLC
N/A—276,207-276,207-100%$14.7M———
Castleark Management LLC
N/A—259,994-259,994-100%$13.8M———
Modern Wealth Management, LLC
N/A—254,655-254,655-100%$13.5M———
World Investment Advisors
N/A—254,606-254,606-100%$13.5M———
First American Trust, FSB
N/A—246,523-246,523-100%$13.1M———
First Trust Advisors LP
N/A—242,743-242,743-100%$12.9M———
Rockefeller Capital Management L.P.
N/A—242,572-242,572-100%$12.9M———
49 Wealth Management, LLC
N/A—232,254-232,254-100%$12.3M———
Alongside, LLC
N/A—232,254-232,254-100%$12.3M———
Steward Partners Investment Advisory, LLC
N/A—231,299-231,299-100%$12.3M———
Summit Wealth Partners, LLC
N/A—228,606-228,606-100%$12.2M———
TPG Financial Advisors, LLC
N/A—218,163-218,163-100%$11.6M———
Carl P. Sherr & Co., LLC
N/A—209,596-209,596-100%$11.1M———
Empowered Funds, LLC
N/A—203,993-203,993-100%$10.8M———
Banque Transatlantique SA
N/A—199,121-199,121-100%$10.6M———
Natixis Advisors, LLC
N/A—191,034-191,034-100%$10.2M———
NewSquare Capital LLC
N/A—189,074-189,074-100%$10.1M———
AMJ Financial Wealth Management
N/A—187,237-187,237-100%$10.0M———
NorthRock Partners, LLC
N/A—186,286-186,286-100%$9.9M———
LaSalle St. Investment Advisors, LLC
N/A—182,316-182,316-100%$9.7M———
Phoenix Financial Ltd.
N/A—182,199-182,199-100%$9.7M———
Proffitt & Goodson Inc
N/A—169,812-169,812-100%$9.0M———
Theory Financial LLC
N/A—166,224-166,224-100%$8.8M———
National Bank of Canada
N/A—165,611-165,611-100%$8.8M———
Mutual Advisors, LLC
N/A—162,056-162,056-100%$8.6M———
Manhattan West Asset Management, LLC
N/A—161,242-161,242-100%$8.6M———
Becker Capital Management Inc
N/A—158,867-158,867-100%$8.4M———
Destination Wealth Management
N/A—153,126-153,126-100%$8.1M———
Betterment LLC
N/A—140,587-140,587-100%$7.5M———
D L Carlson Investment Group Inc
N/A—138,502-138,502-100%$7.4M———
Prasad Wealth Partners, LLC
N/A—131,233-131,233-100%$7.0M———
Goldstone Financial Group, LLC
N/A—130,482-130,482-100%$6.9M———
Captrust Financial Advisors
N/A—129,223-129,223-100%$6.9M———
Prudential Financial Inc
N/A—127,384-127,384-100%$6.8M———
Stephens Inc
N/A—125,437-125,437-100%$6.7M———
One Wealth Map LLC
N/A—119,212-119,212-100%$6.2M———
RiverFront Investment Group, LLC
N/A—118,379-118,379-100%$6.3M———
Winthrop Partners - WNY, LLC
N/A—116,030-116,030-100%$6.2M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—114,881-114,881-100%$6.1M———
Planwiser Financial, LLC
N/A—106,302-106,302-100%$5.7M———
Knightsbridge Asset Management, LLC
N/A—99,848-99,848-100%$5.3M———
Viaable, LLC
N/A—98,145-98,145-100%$5.2M———
Waverly Advisors, LLC
N/A—97,750-97,750-100%$5.2M———
Shelter Mutual Insurance Co
N/A—97,200-97,200-100%$5.2M———
HM Payson & Co
N/A—94,511-94,511-100%$5.0M———
Kingsview Wealth Management, LLC
N/A—93,852-93,852-100%$5.0M———
Man Group plc
N/A—92,416-92,416-100%$4.9M———
CIBC Bancorp USA Inc.
N/A—90,560-90,560-100%$4.8M———
Checchi Capital Advisers, LLC
N/A—90,164-90,164-100%$4.8M———
Bartlett & Co. Wealth Management LLC
N/A—88,576-88,576-100%$4.7M———
Banco Santander, S.A.
N/A—87,712-87,712-100%$4.7M———
Private Advisor Group, LLC
N/A—85,589-85,589-100%$4.6M———
Stratos Investment Management, LLC
N/A—84,963-84,963-100%$4.5M———
Focus Partners Advisor Solutions, LLC
N/A—84,674-84,674-100%$4.5M———
1832 Asset Management L.P.
N/A—81,697-81,697-100%$4.3M———
SageView Advisory Group, LLC
N/A—81,404-81,404-100%$4.3M———
Consilio Wealth Advisors, LLC
N/A—75,788-75,788-100%$4.0M———
Private Advisory Group LLC
N/A—75,306-75,306-100%$4.0M———
EP Wealth Advisors, LLC
N/A—73,436-73,436-100%$3.9M———
Van Hulzen Asset Management, LLC
N/A—70,867-70,867-100%$3.8M———
PW Advisors, LLC \ FL
N/A—70,224-70,224-100%$3.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—68,461-68,461-100%$3.6M———
Smartleaf Asset Management LLC
N/A—68,383-68,383-100%$3.7M———
&partners
N/A—62,431-62,431-100%$3.1M———
HSBC Holdings PLC
N/A—58,905-58,905-100%$3.1M———
Envestnet Portfolio Solutions, Inc.
N/A—58,397-58,397-100%$3.1M———
Nwam LLC
N/A—58,039-58,039-100%$3.1M———
Advisory Research Inc
N/A—57,761-57,761-100%$3.1M———
SCS Capital Management LLC
N/A—56,117-56,117-100%$3.0M———
TAGStone Capital, Inc.
N/A—53,409-53,409-100%$2.8M———
Tranquilli Financial Advisor LLC
N/A—52,650-52,650-100%$2.8M———
Fisher Asset Management, LLC
N/A—49,385-49,385-100%$2.6M———
Ballentine Partners, LLC
N/A—48,924-48,924-100%$2.6M———
JT Stratford LLC
N/A—48,484-48,484-100%$2.6M———
UMB Bank, n.a.
N/A—47,042-47,042-100%$2.5M———
Hilltop Holdings Inc.
N/A—46,163-46,163-100%$2.5M———
Gateway Wealth Partners, LLC
N/A—44,289-44,289-100%$2.4M———
Bridgewater Advisors Inc.
N/A—43,863-43,863-100%$2.3M———
IHT Wealth Management, LLC
N/A—43,464-43,464-100%$2.3M———
Strategic Investment Advisors / MI
N/A—39,710-39,710-100%$2.1M———
Seeds Investor LLC
N/A—39,499-39,499-100%$2.1M———
Engineers Gate Manager LP
N/A—39,136-39,136-100%$2.1M———
Mittelman Wealth Management
N/A—39,056-39,056-100%$10.6M———
Cumberland Partners Ltd
N/A—37,673-37,673-100%$2.0M———
Savvy Advisors, Inc.
N/A—37,361-37,361-100%$2.0M———
Sanctuary Advisors, LLC
N/A—37,070-37,070-100%$2.0M———
Fidelis Capital Partners, LLC
N/A—36,971-36,971-100%$2.0M———
Capital Analysts, LLC
N/A—36,120-36,120-100%$1.9M———
Davis R M Inc
N/A—36,050-36,050-100%$1.9M———
Voya Financial Advisors, Inc.
N/A—34,310-34,310-100%$1.8M———
Renaissance Technologies LLC
N/A—33,800-33,800-100%$1.8M———
Flputnam Investment Management Co
N/A—33,228-33,228-100%$1.8M———
Advisory Services Network, LLC
N/A—32,763-32,763-100%$1.7M———
Barclays PLC
N/A—31,697-31,697-100%$1.7M———
Adapt Wealth Advisors, LLC
N/A—31,667-31,667-100%$1.7M———
JPL Wealth Management, LLC
N/A—30,253-30,253-100%$1.6M———
Benjamin Edwards Inc
N/A—30,153-30,153-100%$1.6M———
Valtrion Capital Management, LLC
N/A—30,142-30,142-100%$1.6M———
Whittier Trust Co
N/A—28,757-28,757-100%$1.5M———
Allworth Financial LP
N/A—28,674-28,674-100%$1.5M———
Pinnacle Family Advisors, LLC
N/A—28,315-28,315-100%$1.5M———
Lowe Brockenbrough & Co Inc
N/A—26,813-26,813-100%$1.4M———
Crux Wealth Advisors
N/A—26,014-26,014-100%$1.4M———
Cary Street Partners Financial LLC
N/A—24,974-24,974-100%$1.3M———
Composition Wealth, LLC
N/A—24,955-24,955-100%$1.3M———
Quadrature Capital Ltd
N/A—24,880-24,880-100%$1.3M———
Interactive Financial Advisors, Inc.
N/A—23,058-23,058-100%$1.2M———
Equitable Holdings, Inc.
N/A—23,023-23,023-100%$1.2M———
Regal Investment Advisors LLC
N/A—21,788-21,788-100%$1.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—21,089-21,089-100%$1.1M———
Pure Financial Advisors, LLC
N/A—20,557-20,557-100%$1.1M———
Edmond de Rothschild Holding S.A.
N/A—20,097-20,097-100%$1.1M———
Hexagon Capital Partners LLC
N/A—20,093-20,093-100%$1.1M———
Global Retirement Partners, LLC
N/A—19,581-19,581-100%$1.0M———
Horizon Investment Services, LLC
N/A—19,387-19,387-100%$1.0M———
Arkadios Wealth Advisors
N/A—19,106-19,106-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—18,911-18,911-100%$1.0M———
Lazard Asset Management LLC
N/A—18,900-18,900-100%$1.0M———
Holistic Financial Partners
N/A—18,277-18,277-100%$971.8K———
Tiemann Investment Advisors, LLC
N/A—18,165-18,165-100%$965.9K———
Wescott Financial Advisory Group, LLC
N/A—18,162-18,162-100%$965.7K———
Paces Ferry Wealth Advisors, LLC
N/A—18,070-18,070-100%$960.8K———
Centennial Bank
N/A—17,792-17,792-100%$946.0K———
GSA Capital Partners LLP
N/A—17,612-17,612-100%$936.0K———
Payne Capital LLC
N/A—17,363-17,363-100%$923.2K———
Pinnacle Financial Partners, Inc.
N/A—17,138-17,138-100%$911.2K———
Panoramic Capital Partners, LLC
N/A—16,435-16,435-100%$873.8K———
F/m Investments LLC
N/A—16,335-16,335-100%$868.4K———
North Dallas Bank & Trust Co
N/A—16,025-16,025-100%$852.1K———
Miller Capital Partners, Inc.
N/A—15,745-15,745-100%$837.2K———
Independent Advisor Alliance
N/A—15,364-15,364-100%$816.9K———
Trivium Point Advisory, LLC
N/A—14,843-14,843-100%$789.2K———
Legacy Capital Group California, Inc.
N/A—14,605-14,605-100%$776.6K———
Allianz SE
N/A—14,597-14,597-100%$776.1K———
Ameritas Investment Partners, Inc.
N/A—14,525-14,525-100%$772.3K———
Prossimo Advisors, LLC
N/A—14,272-14,272-100%$758.8K———
Hobbs Group Advisors, LLC
N/A—14,106-14,106-100%$750.0K———
Harbour Investments, Inc.
N/A—14,050-14,050-100%$747.0K———
Integrated Wealth Concepts LLC
N/A—13,990-13,990-100%$743.9K———
Vaughan Nelson Investment Management, L.P.
N/A—13,565-13,565-100%$721.3K———
Orion Porfolio Solutions, LLC
N/A—13,394-13,394-100%$712.1K———
Apriem Advisors
N/A—13,234-13,234-100%$703.7K———
Hudson Portfolio Management LLC
N/A—13,090-13,090-100%$696.0K———
Stelac Advisory Services LLC
N/A—12,718-12,718-100%$676.2K———
Boyd Watterson Asset Management LLC
N/A—12,313-12,313-100%$654.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,195-12,195-100%$648.4K———
Fortis Capital Management LLC
N/A—11,997-11,997-100%$637.9K———
GFI Investment Counsel Ltd.
N/A—11,984-11,984-100%$637.2K———
Emerald Investment Advisers, LLC
N/A—11,757-11,757-100%$625.0K———
EFG International AG
N/A—11,490-11,490-100%$610.9K———
Axis Wealth Partners, LLC
N/A—11,245-11,245-100%$597.9K———
Keel Point, LLC
N/A—11,149-11,149-100%$592.8K———
Vestmark Advisory Solutions, Inc.
N/A—10,730-10,730-100%$570.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,696-10,696-100%$568.7K———
Resurgent Financial Advisors LLC
N/A—10,355-10,355-100%$550.6K———
Simmons Bank
N/A—10,247-10,247-100%$544.8K———
Commerce Bank
N/A—9,679-9,679-100%$514.6K———
Expressive Wealth LLC
N/A—9,606-9,606-100%$510.8K———
SHP Wealth Management
N/A—9,484-9,484-100%$504.3K———
Arax Advisory Partners
N/A—9,416-9,416-100%$500.6K———
Beacon Pointe Advisors, LLC
N/A—9,394-9,394-100%$499.5K———
Principal Securities, Inc.
N/A—9,272-9,272-100%$493.0K———
Hilltop Partners LLC
N/A—9,112-9,112-100%$484.5K———
Whittier Trust Co of Nevada Inc
N/A—8,941-8,941-100%$471.4K———
Quantinno Capital Management LP
N/A—8,099-8,099-100%$430.6K———
Western Wealth Management, LLC
N/A—8,060-8,060-100%$428.5K———
Ceeto Capital Group, LLC
N/A—8,000-8,000-100%$425.0K———
Ausdal Financial Partners, Inc.
N/A—7,904-7,904-100%$420.2K———
Precision Wealth Strategies, LLC
N/A—7,603-7,603-100%$404.2K———
Sandhill Capital Partners LLC
N/A—7,440-7,440-100%$395.6K———
Clearstead Advisors, LLC
N/A—7,367-7,367-100%$391.7K———
Transcend Capital Advisors, LLC
N/A—7,340-7,340-100%$390.3K———
Cresset Asset Management, LLC
N/A—7,252-7,252-100%$385.6K———
Argent Trust Co
N/A—7,149-7,149-100%$380.1K———
PFG Investments, LLC
N/A—7,132-7,132-100%$379.2K———
Quotient Wealth Partners, LLC
N/A—7,068-7,068-100%$375.8K———
OneDigital Investment Advisors LLC
N/A—6,561-6,561-100%$348.9K———
BSW Wealth Partners
N/A—6,500-6,500-100%$345.6K———
Stratos Wealth Partners, Ltd.
N/A—6,226-6,226-100%$331.1K———
Ameritas Advisory Services, LLC
N/A—5,977-5,977-100%$317.8K———
Ancora Advisors LLCA
N/A—5,821-5,821-100%$309.5K———
Cape COD Five Cents Savings Bank
N/A—5,740-5,740-100%$305.2K———
Bank of the Bluegrass & Trust Co.
N/A—5,654-5,654-100%$284.6K———
Pettyjohn, Wood & White, Inc
N/A—5,625-5,625-100%$299.1K———
Tyche Wealth Partners LLC
N/A—5,613-5,613-100%$298.4K———
Seaside Wealth Management, Inc.
N/A—5,470-5,470-100%$290.8K———
Genesis Wealth Advisors, LLC
N/A—5,373-5,373-100%$285.7K———
Adams Wealth Management
N/A—5,367-5,367-100%$285.4K———
CacheTech Inc.
N/A—5,367-5,367-100%$285.4K———
Security National Bank of Sioux City Iowa
N/A—5,299-5,299-100%$281.7K———
Moneta Group Investment Advisors LLC
N/A—5,248-5,248-100%$279.0K———
Leavell Investment Management, Inc.
N/A—5,210-5,210-100%$277.0K———
RiverGlades Family Offices LLC
N/A—5,165-5,165-100%$274.6K———
First National Bank of Omaha
N/A—5,006-5,006-100%$267.2K———
Savant Capital, LLC
N/A—4,978-4,978-100%$264.4K———
Kintra Wealth, LLC
N/A—4,945-4,945-100%$259.1K———
Merit Financial Group, LLC
N/A—4,939-4,939-100%$262.6K———
Maridea Wealth Management LLC
N/A—4,792-4,792-100%$254.8K———
City National Bank of Florida
N/A—4,679-4,679-100%$248.8K———
Pathstone Holdings, LLC
N/A—4,533-4,533-100%$241.0K———
OneAscent Financial Services LLC
N/A—4,507-4,507-100%$239.6K———
Cambient Family Office, LLC
N/A—4,474-4,474-100%$237.9K———
Continuum Advisory, LLC
N/A—4,421-4,421-100%$235.1K———
CIBC World Market Inc.
N/A—4,336-4,336-100%$230.5K———
Prostatis Group LLC
N/A—4,155-4,155-100%$220.9K———
Lutz Financial Services LLC
N/A—4,007-4,007-100%$213.1K———
Snowden Capital Advisors LLC
N/A—3,993-3,993-100%$212.3K———
Vista Investment Management
N/A—3,947-3,947-100%$209.9K———
MainStreet Investment Advisors LLC
N/A—3,775-3,775-100%$200.7K———
Haverford Financial Services, Inc.
N/A—3,767-3,767-100%$200.3K———
AE Wealth Management LLC
N/A—3,724-3,724-100%$198.0K———
Blair William & Co
N/A—3,678-3,678-100%$195.6K———
Atlantic Union Bankshares Corp
N/A—3,656-3,656-100%$194.4K———
TD Capital Management LLC
N/A—3,357-3,357-100%$178.5K———
Fiduciary Financial Advisors
N/A—3,212-3,212-100%$170.8K———
Mark Sheptoff Financial Planning, LLC
N/A—3,200-3,200-100%$170.1K———
Paladin Advisory Group, LLC
N/A—3,059-3,059-100%$162.6K———
IMA Advisory Services, Inc.
N/A—3,055-3,055-100%$162.4K———
CNB Bank
N/A—2,818-2,818-100%$149.8K———
Rothschild Investment LLC
N/A—2,765-2,765-100%$147.0K———
Webster Bank, N. A.
N/A—2,678-2,678-100%$142.4K———
Glassman Wealth Services
N/A—1,900-1,900-100%$101.0K———
Huntington National Bank
N/A—1,507-1,507-100%$80.1K———
Glen Eagle Advisors, LLC
N/A—1,483-1,483-100%$78.9K———
Ameriflex Group, Inc.
N/A—1,471-1,471-100%$78.2K———
Rialto Wealth Management, LLC
N/A—1,432-1,432-100%$76.1K———
Sachetta, LLC
N/A—1,426-1,426-100%$75.8K———
IFG Advisory, LLC
N/A—1,363-1,363-100%$72.5K———
Qube Research & Technologies Ltd
N/A—1,341-1,341-100%$71.3K———
CVA Family Office, LLC
N/A—1,196-1,196-100%$63.6K———
Aptus Capital Advisors, LLC
N/A—1,025-1,025-100%$54.5K———
BFC Planning, Inc.
N/A—899-899-100%$47.8K———
Strive Financial Group,LLC
N/A—800-800-100%$42.5K———
Mcguire Capital Advisors Inc
N/A—697-697-100%$37.1K———
Founders Financial Alliance, LLC
N/A—611-611-100%$32.5K———
Vanguard Advisers Inc
N/A—579-579-100%$30.8K———
Tiaa Wealth Investment Management LLC
N/A—571-571-100%$30.5K———
Cardiff Park Advisors, LLC
N/A—570-570-100%$30.3K———
O'shaughnessy Asset Management, LLC
N/A—511-511-100%$27.2K———
Geneos Wealth Management Inc.
N/A—499-499-100%$26.5K———
Dunhill Financial, LLC
N/A—483-483-100%$25.7K———
Community Bank, N.A.
N/A—428-428-100%$22.8K———
Hantz Financial Services, Inc.
N/A—423-423-100%$22———
Crews Bank & Trust
N/A—406-406-100%$21.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—391-391-100%$20.8K———
GeoWealth Management, LLC
N/A—386-386-100%$20.5K———
SOA Wealth Advisors, Llc.
N/A—344-344-100%$18.3K———
Colonial Trust Advisors
N/A—330-330-100%$17.5K———
Aventura Private Wealth, LLC
N/A—322-322-100%$17.1K———
Howe & Rusling Inc
N/A—301-301-100%$16.0K———
Godfrey Financial Associates, Inc.
N/A—239-239-100%$12.7K———
Beaird Harris Wealth Management, LLC
N/A—208-208-100%$11.1K———
Strategic Wealth Partners, Ltd.
N/A—199-199-100%$10.6K———
BankPlus Trust Department
N/A—197-197-100%$10.5K———
Tower Research Capital LLC (TRC)
N/A—179-179-100%$9.5K———
Quantum Portfolio Management LLC
N/A—167-167-100%$8.9K———
Westfuller Advisors, LLC
N/A—167-167-100%$8.9K———
Index Technologies Group LLC
N/A—167-167-100%$8.9K———
Nepc LLC
N/A—160-160-100%$8.5K———
Medallion Wealth Advisors, LLC
N/A—155-155-100%$8.2K———
Institute for Wealth Management, Llc.
N/A—144-144-100%$7.7K———
Oakmont Advisory Group, LLC
N/A—102-102-100%$5.4K———
Clearstead Trust, LLC
N/A—90-90-100%$4.8K———
BNP Paribas Financial Markets
N/A—75-75-100%$4.0K———
New Republic Capital, LLC
N/A—37-37-100%$2.0K———
Anchor Investment Management, LLC
N/A—28-28-100%$1.5K———
Kilter Group LLC
N/A—21-21-100%$1.1K———
N.E.W. Advisory Services LLC
N/A—19-19-100%$1.0K———
Keating Financial Advisory Services, Inc.
N/A—19-19-100%$1.0K———
Crewe Advisors LLC
N/A—15-15-100%$798———
Transamerica Financial Advisors, LLC
N/A—7-7-100%$413———
Russell Investments Group, Ltd.
N/A—4-4-100%$213———
Cheviot Value Management, LLC
N/A—2-2-100%$106———
Showing 770 of 770 institutions