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Ishares ESG Optimized Msci U (SUSA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mission Wealth Management, LP
DECREASED
Shares402,724 from 434,837
Change-32,113 (-7%)
Value$62.7M (-$4.4M)
Filed 2026-10-15
Shira Ridge Wealth Management
DECREASED
Shares284,219 from 288,096
Change-3,877 (-1%)
Value$44.2M (-$206.0K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares134,694 from 131,445
Change+3,249 (+2%)
Value$21.0M (+$687.2K)
Filed 2026-10-30
Stewardship Advisors, LLC
DECREASED
Shares94,754 from 125,349
Change-30,595 (-24%)
Value$14.8M (-$4.6M)
Filed 2026-10-20
Farrow Financial, Inc.
DECREASED
Shares92,257 from 92,788
Change-531 (-1%)
Value$14.4M (+$45.4K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares90,551 from 90,668
Change-117 (0%)
Value$14.1M (+$106.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares79,608 from 78,893
Change+715 (+1%)
Value$12.6M (+$297.1K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares73,957 from 76,050
Change-2,093 (-3%)
Value$11.5M (-$220.8K)
Filed 2026-11-02
eCIO, Inc.
INCREASED
Shares71,338 from 60,027
Change+11,311 (+19%)
Value$11.4M (+$2.1M)
Filed 2026-11-02
Fund Evaluation Group, LLC
DECREASED
Shares68,251 from 70,915
Change-2,664 (-4%)
Value$10.6M (-$316.9K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares63,669 from 83,066
Change-19,397 (-23%)
Value$9.9M (-$2.9M)
Filed 2026-11-05
Accredited Investors Inc.
INCREASED
Shares55,856 from 52,268
Change+3,588 (+7%)
Value$8.7M (+$630.8K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares51,705 from 51,561
Change+144 (+0%)
Value$8.0M (+$93.6K)
Filed 2026-11-04
Corundum Group, Inc.
DECREASED
Shares47,498 from 47,936
Change-438 (-1%)
Value$7.4M (-$2.0K)
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares46,721 from 48,155
Change-1,434 (-3%)
Value$7.3M (-$156.8K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares42,889 from 46,081
Change-3,192 (-7%)
Value$6.7K (-$7.1M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares42,771 from 39,116
Change+3,655 (+9%)
Value$6.7M (+$623.0K)
Filed 2026-10-22
Glenview Trust Co
UNCHANGED
Shares42,500 from 42,500
Change0 (0%)
Value$6.6M (+$58.7K)
Filed 2026-10-28
Bear Mountain Capital, Inc.
INCREASED
Shares41,957 from 39,189
Change+2,768 (+7%)
Value$6.5M (+$449.0K)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares39,473 from 39,892
Change-419 (-1%)
Value$6.1M (-$10.2K)
Filed 2026-10-28
Aspiriant, LLC
DECREASED
Shares38,124 from 40,507
Change-2,383 (-6%)
Value$5.9M (-$315.1K)
Filed 2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares37,465 from 37,420
Change+45 (+0%)
Value$5.8M (+$58.7K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares33,983 from 33,985
Change-2 (0%)
Value$5.3M (+$46.6K)
Filed 2026-10-28
Garde Capital, Inc.
DECREASED
Shares32,555 from 34,525
Change-1,970 (-6%)
Value$5.1M (-$259.0K)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$5.0M (+$44.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares31,154 from 34,192
Change-3,038 (-9%)
Value$4.9M (-$425.7K)
Filed 2026-11-02
Tompkins Financial Corp
DECREASED
Shares30,483 from 30,516
Change-33 (0%)
Value$4.7M (+$37.0K)
Filed 2026-10-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares28,803 from 30,158
Change-1,355 (-4%)
Value$4.5M (-$169.2K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares26,859 from 20,081
Change+6,778 (+34%)
Value$4.2M (+$1.1M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares24,860 from 27,952
Change-3,092 (-11%)
Value$3.9M (-$442.8K)
Filed 2026-10-16
Bailard, Inc.
INCREASED
Shares23,610 from 23,001
Change+609 (+3%)
Value$3.7M (+$126.6K)
Filed 2026-10-13
CPC Advisors, LLC
DECREASED
Shares23,590 from 24,789
Change-1,199 (-5%)
Value$3.7M (-$152.5K)
Filed 2026-10-21
CGN Advisors LLC
DECREASED
Shares20,768 from 20,793
Change-25 (0%)
Value$3.2M (+$24.8K)
Filed 2026-10-21
Ledyard National Bank
DECREASED
Shares20,588 from 22,096
Change-1,508 (-7%)
Value$3.2M (-$204.3K)
Filed 2026-10-21
Fingerlakes Wealth Management, Inc.
INCREASED
Shares20,460 from 20,132
Change+328 (+2%)
Value$3.2M (+$78.8K)
Filed 2026-11-04
Shepherd Financial Partners LLC
INCREASED
Shares20,424 from 20,337
Change+87 (+0%)
Value$3.2M (+$41.6K)
Filed 2026-11-03
3Edge Asset Management, LP
DECREASED
Shares20,227 from 22,615
Change-2,388 (-11%)
Value$3.1M (-$340.6K)
Filed 2026-10-30
FSA Wealth Partners, Inc.
DECREASED
Shares19,184 from 19,329
Change-145 (-1%)
Value$3.0M (+$4.1K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares19,031 from 20,245
Change-1,214 (-6%)
Value$3.0M (+$288.4K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares17,743 from 19,830
Change-2,087 (-11%)
Value$2.8M (-$297.5K)
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares17,314 from 23,724
Change-6,410 (-27%)
Value$2.7M (-$965.2K)
Filed 2026-10-20
Aprio Wealth Management, LLC
DECREASED
Shares15,705 from 17,990
Change-2,285 (-13%)
Value$2.4M (-$330.9K)
Filed 2026-10-28
GoalVest Advisory LLC
DECREASED
Shares15,387 from 15,440
Change-53 (0%)
Value$2.4M (+$13.1K)
Filed 2026-10-02
Asset Dedication, LLC
INCREASED
Shares15,205 from 14,400
Change+805 (+6%)
Value$2.4M (+$145.2K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares14,788 from 15,012
Change-224 (-1%)
Value$2.3M (+$31.3K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
DECREASED
Shares14,667 from 14,790
Change-123 (-1%)
Value$2.3M (+$1.4K)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares14,616 from 7,271
Change+7,345 (+101%)
Value$2.3M (+$1.2M)
Filed 2026-10-08
Ryan Investment Management, Inc.
INCREASED
Shares14,347 from 12,961
Change+1,386 (+11%)
Value$2.2M (+$233.7K)
Filed 2026-10-20
Basso Capital Management, L.P.
UNCHANGED
Shares14,234 from 14,234
Change0 (0%)
Value$2.2M (+$19.6K)
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares13,928 from 13,929
Change-1 (0%)
Value$2.2M (+$19.1K)
Filed 2026-10-23
Milestone Investment Advisors LLC
INCREASED
Shares13,262 from 13,089
Change+173 (+1%)
Value$2.1M (+$45.0K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares12,910 from 13,163
Change-253 (-2%)
Value$2.0M (-$21.2K)
Filed 2026-10-22
Trust Co
INCREASED
Shares12,506 from 11,857
Change+649 (+5%)
Value$1.9M (+$117.4K)
Filed 2026-10-09
First Pacific Financial
DECREASED
Shares12,236 from 12,260
Change-24 (0%)
Value$1.9M (+$13.2K)
Filed 2026-10-14
New Covenant Trust Company, N.A.
DECREASED
Shares12,129 from 12,145
Change-16 (0%)
Value$1.9M (+$14.3K)
Filed 2026-10-08
Resonant Capital Advisors, LLC
DECREASED
Shares12,021 from 12,054
Change-33 (0%)
Value$1.9M (+$11.5K)
Filed 2026-10-15
Avantax Planning Partners, Inc.
UNCHANGED
Shares11,648 from 11,648
Change0 (0%)
Value$1.8M (+$16.1K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares11,112 from 3,766
Change+7,346 (+195%)
Value$1.7M (+$1.1M)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares10,549 from 1,893
Change+8,656 (+457%)
Value$1.6M (+$1.4M)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
DECREASED
Shares10,424 from 10,648
Change-224 (-2%)
Value$1.6M (-$20.2K)
Filed 2026-10-23
Bigelow Investment Advisors, LLC
INCREASED
Shares10,022 from 9,998
Change+24 (+0%)
Value$1.6M (+$17.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares10,017 from 5,521
Change+4,496 (+81%)
Value$1.6M (+$707.4K)
Filed 2026-10-08
Choreo, LLC
INCREASED
Shares9,849 from 9,844
Change+5 (+0%)
Value$1.5M (+$14.4K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares9,834 from 9,742
Change+92 (+1%)
Value$1.5M (+$27.7K)
Filed 2026-11-05
Berman McAleer LLC
INCREASED
Shares9,739 from 9,254
Change+485 (+5%)
Value$1.5M (+$88.3K)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares9,735 from 4,295
Change+5,440 (+127%)
Value$1.5M (+$861.0K)
Filed 2026-10-29
Marino, Stram & Associates LLC
INCREASED
Shares9,515 from 9,495
Change+20 (+0%)
Value$1.5M (+$16.2K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares9,501
Change+9,501
Value$1.5M
Filed 2026-11-03
Bluestem Financial Advisors, LLC
DECREASED
Shares9,180 from 10,861
Change-1,681 (-15%)
Value$1.4M (-$246.7K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares9,131 from 9,134
Change-3 (0%)
Value$1.4M (+$12.1K)
Filed 2026-11-05
Colorado Capital Management, Inc.
DECREASED
Shares8,905 from 9,395
Change-490 (-5%)
Value$1.4K (-$114)
Filed 2026-10-15
Abacus Planning Group, Inc.
INCREASED
Shares8,697 from 8,262
Change+435 (+5%)
Value$1.4M (+$79.1K)
Filed 2026-11-02
Wesbanco Bank Inc
UNCHANGED
Shares8,624 from 8,624
Change0 (0%)
Value$1.3M (+$11.9K)
Filed 2026-11-04
Hofer & Associates. Inc
NEW
Shares8,581
Change+8,581
Value$1.3M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares8,581 from 8,579
Change+2 (+0%)
Value$1.3M (+$12.2K)
Filed 2026-10-14
TFC Financial Management, Inc.
UNCHANGED
Shares8,523 from 8,523
Change0 (0%)
Value$1.3M (+$11.8K)
Filed 2026-10-26
Destiny Capital Corp
UNCHANGED
Shares8,312 from 8,312
Change0 (0%)
Value$1.3M (+$11.5K)
Filed 2026-11-03
Traphagen Investment Advisors LLC
INCREASED
Shares7,952 from 7,558
Change+394 (+5%)
Value$1.2M (+$71.7K)
Filed 2026-10-14
Prentiss Smith & Co Inc
DECREASED
Shares7,901 from 8,220
Change-319 (-4%)
Value$1.2M (-$38.4K)
Filed 2026-10-27
Financial Planning Fort Collins, LLC
INCREASED
Shares7,869 from 7,854
Change+15 (+0%)
Value$1.2M (+$6.4K)
Filed 2026-10-16
Finley Financial, LLC
UNCHANGED
Shares7,610 from 7,610
Change0 (0%)
Value$1.2M (+$14.2K)
Filed 2026-10-28
Midwest Trust Co
INCREASED
Shares7,557 from 7,401
Change+156 (+2%)
Value$1.2M (+$34.5K)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
UNCHANGED
Shares7,538 from 7,538
Change0 (0%)
Value$1.2M (+$10.4K)
Filed 2026-10-26
Coastline Trust Co
DECREASED
Shares7,381 from 7,707
Change-326 (-4%)
Value$1.1M (-$40.1K)
Filed 2026-10-01
Carret Asset Management, LLC
INCREASED
Shares7,098 from 7,082
Change+16 (+0%)
Value$1.1M (+$12.2K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares7,065 from 2,821
Change+4,244 (+150%)
Value$1.1M (+$664.6K)
Filed 2026-11-04
McClarren Financial Advisors, Inc.
INCREASED
Shares6,944 from 6,935
Change+9 (+0%)
Value$1.1M (+$11.0K)
Filed 2026-10-15
Curbstone Financial Management Corp
DECREASED
Shares6,936 from 6,966
Change-30 (0%)
Value$1.1M (+$4.9K)
Filed 2026-10-21
Indivisible Partners
NEW
Shares6,509
Change+6,509
Value$1.0M
Filed 2026-10-26
Connecticut Wealth Management, LLC
INCREASED
Shares6,219 from 6,207
Change+12 (+0%)
Value$968.2K (+$10.4K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares6,193 from 4,776
Change+1,417 (+30%)
Value$964.1K (+$227.2K)
Filed 2026-11-03
McAdam, LLC
INCREASED
Shares6,072 from 5,449
Change+623 (+11%)
Value$945.3K (+$104.5K)
Filed 2026-10-21
Endeavor Private Wealth, Inc.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$934.1K (+$8.3K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares5,930 from 5,930
Change0 (0%)
Value$923.2K (+$8.2K)
Filed 2026-11-03
Well Done, LLC
UNCHANGED
Shares5,905 from 5,905
Change0 (0%)
Value$919.3K (+$8.1K)
Filed 2026-10-20
Bank of New Hampshire
UNCHANGED
Shares5,790 from 5,790
Change0 (0%)
Value$901.4K (+$8.0K)
Filed 2026-10-06
Westside Investment Management, Inc.
DECREASED
Shares5,526 from 6,373
Change-847 (-13%)
Value$860.4K (-$123.1K)
Filed 2026-11-02
Global Assets Advisory, LLC
INCREASED
Shares5,406 from 4,243
Change+1,163 (+27%)
Value$855.3K (+$200.8K)
Filed 2026-10-28
Mechanics Bank Trust Department
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$840.7K (+$7.5K)
Filed 2026-10-13
Capital Investment Counsel, LLC
DECREASED
Shares5,355 from 6,000
Change-645 (-11%)
Value$833.7K (-$92.1K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,297 from 5,296
Change+1 (+0%)
Value$824.7K (+$7.5K)
Filed 2026-11-02
Hengehold Capital Management LLC
DECREASED
Shares5,230 from 6,098
Change-868 (-14%)
Value$814.2K (-$126.7K)
Filed 2026-10-16
Parsons Capital Management Inc
DECREASED
Shares5,157 from 5,241
Change-84 (-2%)
Value$802.8K (-$5.8K)
Filed 2026-10-28
Modera Wealth Management, LLC
DECREASED
Shares5,147 from 5,203
Change-56 (-1%)
Value$801.3K (-$1.5K)
Filed 2026-10-28
Riverbend Wealth Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$778.4K (+$6.9K)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares4,972 from 4,986
Change-14 (0%)
Value$774.0K (+$4.7K)
Filed 2026-10-14
Peak Financial Management, Inc.
DECREASED
Shares4,940 from 4,960
Change-20 (0%)
Value$769.1K (+$3.7K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
UNCHANGED
Shares4,878 from 4,878
Change0 (0%)
Value$759.4K (+$6.7K)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares4,809 from 4,819
Change-10 (0%)
Value$748.7K (+$5.2K)
Filed 2026-10-21
TriaGen Wealth Management LLC
DECREASED
Shares4,732 from 4,742
Change-10 (0%)
Value$736.6K (+$4.9K)
Filed 2026-10-14
CWS Financial Advisors, LLC
INCREASED
Shares4,604 from 4,602
Change+2 (+0%)
Value$716.8K (+$6.7K)
Filed 2026-10-16
Vontobel Holding Ltd.
DECREASED
Shares4,570 from 4,747
Change-177 (-4%)
Value$711.5K (-$21.0K)
Filed 2026-10-16
Allodium Investment Consultants, LLC
INCREASED
Shares4,531 from 2,488
Change+2,043 (+82%)
Value$705.3K (+$321.4K)
Filed 2026-10-14
West Financial Advisors, LLC
DECREASED
Shares4,472 from 4,559
Change-87 (-2%)
Value$696.2K (-$7.3K)
Filed 2026-10-22
Kraft, Davis & Associates, LLC
DECREASED
Shares4,401 from 4,591
Change-190 (-4%)
Value$688.8K (-$16.8K)
Filed 2026-10-21
WealthBridge Capital Management, LLC
DECREASED
Shares4,401 from 4,554
Change-153 (-3%)
Value$685.1K (-$17.5K)
Filed 2026-10-16
ASL Financial, LLC
UNCHANGED
Shares4,396 from 4,396
Change0 (0%)
Value$684.4K (+$6.1K)
Filed 2026-10-15
Facet Wealth, Inc.
DECREASED
Shares4,376 from 4,722
Change-346 (-7%)
Value$681.3K (-$47.3K)
Filed 2026-11-04
Sage Financial Group Inc
DECREASED
Shares4,361 from 4,389
Change-28 (-1%)
Value$678.9K (+$1.7K)
Filed 2026-10-27
Global View Capital Management LLC
INCREASED
Shares4,351 from 2,303
Change+2,048 (+89%)
Value$677.4K (+$322.0K)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares4,314 from 4,253
Change+61 (+1%)
Value$671.6K (+$15.4K)
Filed 2026-10-21
Opulen Financial Group LLC
INCREASED
Shares4,269 from 4,261
Change+8 (+0%)
Value$664.6K (+$7.0K)
Filed 2026-10-22
Sharper & Granite LLC
DECREASED
Shares4,210 from 4,247
Change-37 (-1%)
Value$556.1K (-$99.2K)
Filed 2026-11-02
Nautilus Advisors LLC
DECREASED
Shares4,200 from 6,200
Change-2,000 (-32%)
Value$653.9K (-$311.8K)
Filed 2026-10-07
Mill Capital Management, LLC
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$646.1K (+$5.7K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares4,131 from 4,536
Change-405 (-9%)
Value$643.0K (-$57.0K)
Filed 2026-11-05
Greenup Street Wealth Management LLC
DECREASED
Shares4,131 from 4,518
Change-387 (-9%)
Value$643.2K (-$53.9K)
Filed 2026-10-28
Naples Global Advisors, LLC
UNCHANGED
Shares4,078 from 4,078
Change0 (0%)
Value$634.9K (+$5.6K)
Filed 2026-11-05
TruNorth Capital Management, LLC
UNCHANGED
Shares4,066 from 4,066
Change0 (0%)
Value$632.9K (+$5.6K)
Filed 2026-10-14
CIBC Asset Management Inc
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$624.3K (+$5.5K)
Filed 2026-11-05
Progressive Investment Management Corp
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$622.7K (+$5.5K)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares3,984 from 3,984
Change0 (0%)
Value$620.2K (+$5.5K)
Filed 2026-10-23
Meridian Financial Advisors, LLC
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$618.8K (+$5.5K)
Filed 2026-10-14
Guardsman Private Capital Management, Inc.
INCREASED
Shares3,915 from 3,906
Change+9 (+0%)
Value$609.4K (+$6.7K)
Filed 2026-10-19
Harbor Group, Inc.
DECREASED
Shares3,859 from 3,942
Change-83 (-2%)
Value$600.7K (-$7.6K)
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares3,859 from 3,859
Change0 (0%)
Value$600.8K (+$5.3K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares3,840 from 2,589
Change+1,251 (+48%)
Value$597.8K (+$198.2K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$596.3K (+$5.3K)
Filed 2026-10-05
Weaver Consulting Group
UNCHANGED
Shares3,682 from 3,682
Change0 (0%)
Value$573.2K (+$5.1K)
Filed 2026-10-07
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares3,675 from 3,795
Change-120 (-3%)
Value$572.1K (-$13.4K)
Filed 2026-10-20
Asempa Wealth Advisors
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$571.5K (+$6.8K)
Filed 2026-10-07
AGF Management LTD
DECREASED
Shares3,600 from 4,400
Change-800 (-18%)
Value$560.4K (-$118.5K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares3,599 from 3,580
Change+19 (+1%)
Value$560.3K (+$7.9K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares3,590 from 3,890
Change-300 (-8%)
Value$558.9K (-$41.3K)
Filed 2026-10-29
Associated Banc-Corp
DECREASED
Shares3,545 from 3,593
Change-48 (-1%)
Value$551.9K (-$2.5K)
Filed 2026-10-30
Mallini Complete Financial Planning LLC
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$531.2K (+$4.7K)
Filed 2026-10-06
Harbor Investment Advisory, LLC
INCREASED
Shares3,301 from 3,272
Change+29 (+1%)
Value$513.9K (+$9.0K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,294 from 3,376
Change-82 (-2%)
Value$512.8K (-$8.2K)
Filed 2026-11-03
Sound Stewardship, LLC
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$502.3K (+$4.6K)
Filed 2026-10-14
Pinnacle Associates LTD
INCREASED
Shares3,192 from 2,987
Change+205 (+7%)
Value$496.9K (+$36.0K)
Filed 2026-10-20
Pine Haven Investment Counsel, Inc
INCREASED
Shares3,114 from 3,084
Change+30 (+1%)
Value$484.8K (+$8.9K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares3,111 from 3,205
Change-94 (-3%)
Value$484.3K (-$10.3K)
Filed 2026-10-16
Citizens Financial Group Inc
DECREASED
Shares3,030 from 3,180
Change-150 (-5%)
Value$471.7K (-$19.0K)
Filed 2026-10-23
TrustBank
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$464.7K (+$4.1K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,895 from 2,690
Change+205 (+8%)
Value$450.7K (+$35.6K)
Filed 2026-10-23
Fusion Family Wealth, LLC
UNCHANGED
Shares2,884 from 2,884
Change0 (0%)
Value$449.0K (+$4.0K)
Filed 2026-11-02
Investment Research Partners LLC
DECREASED
Shares2,829 from 2,873
Change-44 (-2%)
Value$440.4K (-$2.9K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
INCREASED
Shares2,825 from 2,739
Change+86 (+3%)
Value$439.8K (+$17.2K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares2,810 from 5,429
Change-2,619 (-48%)
Value$437.4K (-$400.3K)
Filed 2026-10-23
Financial Planning Hawaii, Inc.
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$436.4K (+$3.9K)
Filed 2026-10-13
Avail Investment Partners, LLC
DECREASED
Shares2,787 from 2,831
Change-44 (-2%)
Value$433.9K (-$2.9K)
Filed 2026-10-16
Wealth Architects, LLC
UNCHANGED
Shares2,734 from 2,734
Change0 (0%)
Value$425.6K (+$3.8K)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED
Shares2,726 from 2,756
Change-30 (-1%)
Value$424.4K (-$867)
Filed 2026-10-26
Klingman & Associates, LLC
UNCHANGED
Shares2,719 from 2,719
Change0 (0%)
Value$423.3K (+$3.8K)
Filed 2026-10-20
Aufman Associates Inc
INCREASED
Shares2,699 from 2,694
Change+5 (+0%)
Value$420.1K (+$4.4K)
Filed 2026-11-04
Olio Financial Planning
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$414.4K (+$3.7K)
Filed 2026-10-22
Financial Insights, Inc.
INCREASED
Shares2,640 from 1,840
Change+800 (+43%)
Value$411.0K (+$127.1K)
Filed 2026-10-27
SWP Financial LLC
DECREASED
Shares2,592 from 2,674
Change-82 (-3%)
Value$403.5K (-$9.1K)
Filed 2026-10-23
High Probability Advisors, LLC
INCREASED
Shares2,591 from 2,585
Change+6 (+0%)
Value$403.4K (+$4.4K)
Filed 2026-10-19
Corepath Wealth Partners LLC
DECREASED
Shares2,570 from 3,441
Change-871 (-25%)
Value$407.3K (-$121.7K)
Filed 2026-10-21
HCR Wealth Advisors
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$397.0K (+$3.5K)
Filed 2026-10-15
Guerra PAN Advisors, LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$394.6K (+$4.9K)
Filed 2026-10-26
Villere ST Denis J & Co LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$389.2K (+$3.5K)
Filed 2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$388.1K (+$3.4K)
Filed 2026-10-14
Pittenger & Anderson Inc
INCREASED
Shares2,480 from 2,315
Change+165 (+7%)
Value$386.1K (+$28.9K)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED
Shares2,464 from 2,489
Change-25 (-1%)
Value$383.6K (-$457)
Filed 2026-10-05
Allstreet Capital Advisors LLC
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$380.2K (+$3.4K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
DECREASED
Shares2,430 from 2,605
Change-175 (-7%)
Value$378 (-$24)
Filed 2026-10-13
Pacific Center for Financial Services
DECREASED
Shares2,414 from 2,454
Change-40 (-2%)
Value$375.8K (-$2.9K)
Filed 2026-10-15
Acropolis Investment Management, LLC
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$374.7K (+$3.3K)
Filed 2026-10-08
Kennebec Savings Bank
INCREASED
Shares2,393 from 2,260
Change+133 (+6%)
Value$372.5K (+$23.8K)
Filed 2026-10-22
Flagship Private Wealth, LLC
INCREASED
Shares2,360 from 2,355
Change+5 (+0%)
Value$367.4K (+$4.0K)
Filed 2026-11-05
Forza Wealth Management, LLC
INCREASED
Shares2,342 from 2,267
Change+75 (+3%)
Value$364.6K (+$14.8K)
Filed 2026-10-20
BAR Harbor Wealth Management
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$363.8K (+$3.2K)
Filed 2026-10-21
Grove Bank & Trust
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$362.4K (+$3.2K)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares2,278 from 2,278
Change0 (0%)
Value$354.6K (+$3.1K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares2,272
Change+2,272
Value$351.1K
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$349.0K (+$3.1K)
Filed 2026-10-21
Richmond Investment Services, LLC
DECREASED
Shares2,194 from 2,253
Change-59 (-3%)
Value$341.6K (-$6.1K)
Filed 2026-10-29
KMG Fiduciary Partners, LLC
DECREASED
Shares2,100 from 3,388
Change-1,288 (-38%)
Value$326.9K (-$195.8K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares2,100 from 2,132
Change-32 (-1%)
Value$326.9K (-$2.2K)
Filed 2026-10-14
Frederick Financial Consultants, LLC
UNCHANGED
Shares2,074 from 2,074
Change0 (0%)
Value$322.9K (+$2.9K)
Filed 2026-10-29
LVZ, Inc.
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$321.9K (+$2.9K)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares2,035 from 2,030
Change+5 (+0%)
Value$316.8K (+$3.5K)
Filed 2026-10-21
Pathway Financial Advisors LLC
INCREASED
Shares2,031 from 1,869
Change+162 (+9%)
Value$316.2K (+$28.7K)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$314.8K (+$2.8K)
Filed 2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$313.2K (+$2.8K)
Filed 2026-10-22
WJ Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$311.4K (+$2.8K)
Filed 2026-11-03
Traveka Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$311.4K (+$2.8K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,999 from 1,998
Change+1 (+0%)
Value$311.2K (+$2.9K)
Filed 2026-10-09
Birchbrook, Inc.
DECREASED
Shares1,984 from 1,991
Change-7 (0%)
Value$308.9K (+$1.7K)
Filed 2026-10-14
Stanich Group LLC
INCREASED
Shares1,976 from 1,793
Change+183 (+10%)
Value$307.7K (+$31.0K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$307.4K (+$2.7K)
Filed 2026-10-15
Private Wealth Management Group, LLC
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$306.2K (+$2.7K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares1,957 from 2,020
Change-63 (-3%)
Value$304.7K (-$7.0K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$298.3K (+$2.6K)
Filed 2026-11-03
May Hill Capital, LLC
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$297.8K (+$2.6K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares1,892 from 1,938
Change-46 (-2%)
Value$294.6K (-$4.5K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
INCREASED
Shares1,886 from 1,863
Change+23 (+1%)
Value$293.7K (+$6.1K)
Filed 2026-10-26
AlphaCore Capital LLC
NEW
Shares1,855
Change+1,855
Value$288.8K
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$271.4K (+$2.4K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares1,739 from 1,737
Change+2 (+0%)
Value$270.8K (+$2.8K)
Filed 2026-11-03
Harfst & Associates, Inc.
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$266.4K (+$2.4K)
Filed 2026-10-20
Eagle Strategies LLC
DECREASED
Shares1,705 from 1,735
Change-30 (-2%)
Value$265.4K (-$2.3K)
Filed 2026-10-16
Parkshore Wealth Management, Inc.
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$262.8K (+$2.3K)
Filed 2026-10-13
Goldstein Advisors, LLC
DECREASED
Shares1,675 from 1,955
Change-280 (-14%)
Value$260.7K (-$40.9K)
Filed 2026-10-15
LexAurum Advisors, LLC
INCREASED
Shares1,655 from 1,654
Change+1 (+0%)
Value$257.7K (+$2.5K)
Filed 2026-10-19
Pennsylvania Capital Management Inc
INCREASED
Shares1,647 from 1,464
Change+183 (+13%)
Value$256.4K (+$30.5K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares1,634 from 1,774
Change-140 (-8%)
Value$254.4K (-$19.3K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$245.2K (+$2.2K)
Filed 2026-10-16
Harbour Trust & Investment Management Co
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$245.0K (+$2.2K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares1,567 from 1,564
Change+3 (+0%)
Value$244.0K (+$2.7K)
Filed 2026-10-23
Montis Financial, LLC
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$241.4K (+$2.1K)
Filed 2026-11-04
Bath Savings Trust Co
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$233.5K (+$2.1K)
Filed 2026-10-07
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$233.5K (+$2.1K)
Filed 2026-10-20
Portland Financial Advisors Inc
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$232.7K (+$2.1K)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares1,469 from 1,479
Change-10 (-1%)
Value$228.7K (+$484)
Filed 2026-10-22
Vericrest Private Wealth
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$225.3K (+$2.0K)
Filed 2026-10-21
Diversify Wealth Management, LLC
DECREASED
Shares1,439 from 2,198
Change-759 (-35%)
Value$226.7K (-$107.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares1,439 from 2,198
Change-759 (-35%)
Value$226.7K (-$107.8K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares1,420 from 1,440
Change-20 (-1%)
Value$221.1K (-$1.1K)
Filed 2026-10-16
Ddfg, Inc
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$218.7K (+$1.9K)
Filed 2026-10-15
White Lighthouse Investment Management Inc.
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$214.7K (+$1.9K)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares1,378
Change+1,378
Value$214.5K
Filed 2026-10-21
Strategic Wealth Investment Group, LLC
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$213.9K (+$1.9K)
Filed 2026-10-29
Boothe Investment Group, Inc.
DECREASED
Shares1,347 from 1,445
Change-98 (-7%)
Value$209.7K (-$13.3K)
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$209.1K (+$1.9K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,310 from 1,378
Change-68 (-5%)
Value$203.9K (-$8.8K)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares1,310 from 1,305
Change+5 (+0%)
Value$203.9K (+$2.6K)
Filed 2026-10-30
Boston Trust Walden Corp
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$201.9K (+$1.8K)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$183.2K (+$1.6K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares1,105 from 1,102
Change+3 (+0%)
Value$172.0K (+$1.9K)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$155.7K (+$1.4K)
Filed 2026-10-30
Arcadia Investment Advisors LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$152.7K (+$1.4K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares954 from 884
Change+70 (+8%)
Value$148.5K (+$12.1K)
Filed 2026-10-08
Caldwell Trust Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$124.5K (+$1.1K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$121.5K (+$1.2K)
Filed 2026-10-30
Investors Research Corp
DECREASED
Shares646 from 940
Change-294 (-31%)
Value$100.6K (-$44.5K)
Filed 2026-10-07
Assetmark, Inc
DECREASED
Shares617 from 621
Change-4 (-1%)
Value$96.1K (+$234)
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$87.8K (+$778)
Filed 2026-10-23
Adirondack Trust Co
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$85.5K (+$756)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
DECREASED
Shares542 from 557
Change-15 (-3%)
Value$84.4K (-$1.5K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$83.9K (+$744)
Filed 2026-10-28
Rossmore Private Capital
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$79.2K (+$702)
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$77.8K (+$690)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$74.4K (+$660)
Filed 2026-10-08
Bell Investment Advisors, Inc
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$72.9K (+$672)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$71.1K (+$631)
Filed 2026-10-20
Buck Wealth Strategies, LLC
NEW
Shares410
Change+410
Value$63.8K
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares399
Change+399
Value$62.1K
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$60.7K (+$539)
Filed 2026-10-23
Blue Trust, Inc.
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$60.2K (+$534)
Filed 2026-10-15
Valley Wealth Managers, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$54.5K (+$483)
Filed 2026-10-09
Washington Trust Advisors, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$38.9K (+$345)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares247
Change+247
Value$38.5K
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$36 ($0)
Filed 2026-10-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares190 from 262
Change-72 (-27%)
Value$29.6K (-$10.8K)
Filed 2026-10-07
Morling Financial Advisors, LLC
NEW
Shares183
Change+183
Value$28.5K
Filed 2026-10-28
Larson Financial Group LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$28.4K (+$266)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares173
Change+173
Value$26.9K
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$25.8K (+$229)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$25.4K (+$225)
Filed 2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$23.4K (+$207)
Filed 2026-10-07
Armor Investment Advisors, LLC
DECREASED
Shares147 from 258
Change-111 (-43%)
Value$22.9K (-$16.9K)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$22.6K (+$200)
Filed 2026-10-28
Financial Perspectives, Inc
DECREASED
Shares143 from 145
Change-2 (-1%)
Value$22.3K (-$111)
Filed 2026-11-03
Hughes Financial Services, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$20.4K (+$492)
Filed 2026-10-30
American Capital Advisory, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$17.4K (+$155)
Filed 2026-10-28
Rossby Financial, LCC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$13.1K (+$116)
Filed 2026-11-05
Angeles Wealth Management, LLC
INCREASED
Shares73 from 72
Change+1 (+1%)
Value$11.3K (+$111)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares63 from 69
Change-6 (-9%)
Value$9.8K (-$839)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$9.5K (+$84)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.3K (+$83)
Filed 2026-10-13
Kroeger Financial Partners
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.9K (+$71)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares38 from 39
Change-1 (-3%)
Value$5.9K (-$102)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.1K (+$57)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.9K (+$34)
Filed 2026-10-15
PayPay Securities Corp
DECREASED
Shares24 from 25
Change-1 (-4%)
Value$3.7K (-$122)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.0K (+$18)
Filed 2026-10-26
Pilgrim Partners Asia Pte Ltd
CLOSED
Shares0 from 9,620
Change-9,620 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-29
Creekside Partners
CLOSED
Shares0 from 1,873
Change-1,873 (-100%)
Value$0 (-$289.0K)
Filed 2026-11-04
Values Added Financial LLC
CLOSED
Shares0 from 1,860
Change-1,860 (-100%)
Value$0 (-$287.0K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$92.6K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$38.0K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$17.1K)
Filed 2026-11-02
Brooklyn FI, LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-15
Realta Investment Advisors
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$617)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares0 from 0
Change0
Value$50 (+$1)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 1,440,521
Change-1,440,521 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,180,021
Change-1,180,021 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,057,780
Change-1,057,780 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 669,168
Change-669,168 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 565,699
Change-565,699 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 563,054
Change-563,054 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 524,325
Change-524,325 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 505,698
Change-505,698 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 482,294
Change-482,294 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 479,718
Change-479,718 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 451,365
Change-451,365 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 390,877
Change-390,877 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 381,259
Change-381,259 (-100%)
Value—
UBS Group AG
N/A
Shares— from 336,349
Change-336,349 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 280,854
Change-280,854 (-100%)
Value—
Betterment LLC
N/A
Shares— from 270,917
Change-270,917 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 230,321
Change-230,321 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 192,575
Change-192,575 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 189,670
Change-189,670 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 178,987
Change-178,987 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 128,070
Change-128,070 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 95,352
Change-95,352 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 94,823
Change-94,823 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 90,467
Change-90,467 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 72,894
Change-72,894 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 63,410
Change-63,410 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 60,537
Change-60,537 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 55,905
Change-55,905 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 54,403
Change-54,403 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,342
Change-53,342 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,635
Change-52,635 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 51,394
Change-51,394 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 49,249
Change-49,249 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 47,522
Change-47,522 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,767
Change-44,767 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 43,704
Change-43,704 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 43,611
Change-43,611 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 39,993
Change-39,993 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 39,580
Change-39,580 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 38,874
Change-38,874 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 36,569
Change-36,569 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 35,082
Change-35,082 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 34,751
Change-34,751 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 34,653
Change-34,653 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 29,197
Change-29,197 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 28,780
Change-28,780 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 28,649
Change-28,649 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 26,909
Change-26,909 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 25,224
Change-25,224 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,528
Change-24,528 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 24,349
Change-24,349 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 23,263
Change-23,263 (-100%)
Value—
&partners
N/A
Shares— from 22,505
Change-22,505 (-100%)
Value—
Simmons Bank
N/A
Shares— from 22,310
Change-22,310 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,755
Change-21,755 (-100%)
Value—
Blair William & Co
N/A
Shares— from 21,329
Change-21,329 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,872
Change-20,872 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,851
Change-20,851 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 20,387
Change-20,387 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 20,133
Change-20,133 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,884
Change-19,884 (-100%)
Value—
Commerce Bank
N/A
Shares— from 18,295
Change-18,295 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,205
Change-18,205 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,088
Change-18,088 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 16,354
Change-16,354 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 15,903
Change-15,903 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,054
Change-15,054 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,829
Change-13,829 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,736
Change-13,736 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 13,358
Change-13,358 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 12,809
Change-12,809 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12,184
Change-12,184 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,809
Change-11,809 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 11,404
Change-11,404 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,836
Change-10,836 (-100%)
Value—
Members Trust Co
N/A
Shares— from 10,765
Change-10,765 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,587
Change-10,587 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Nepc LLC
N/A
Shares— from 9,903
Change-9,903 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,563
Change-8,563 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 7,809
Change-7,809 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 7,622
Change-7,622 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,156
Change-7,156 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,028
Change-7,028 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 5,116
Change-5,116 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,369
Change-4,369 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 3,549
Change-3,549 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 842
Change-842 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 832
Change-832 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 650
Change-650 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 506
Change-506 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 431
Change-431 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 350
Change-350 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 337
Change-337 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 323
Change-323 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 186
Change-186 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 165
Change-165 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 142
Change-142 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 75
Change-75 (-100%)
Value—
Collier Financial
N/A
Shares— from 41
Change-41 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Mission Wealth Management, LP
DECREASED402,724434,837-32,113-7%$67.1M$62.7M-$4.4M2026-10-15
Shira Ridge Wealth Management
DECREASED284,219288,096-3,877-1%$44.5M$44.2M-$206.0K2026-10-09
Truist Financial Corp
INCREASED134,694131,445+3,249+2%$20.3M$21.0M+$687.2K2026-10-30
Stewardship Advisors, LLC
DECREASED94,754125,349-30,595-24%$19.3M$14.8M-$4.6M2026-10-20
Farrow Financial, Inc.
DECREASED92,25792,788-531-1%$14.3M$14.4M+$45.4K2026-10-30
Commonwealth Equity Services, LLC
DECREASED90,55190,668-1170%$14.0M$14.1M+$106.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED79,60878,893+715+1%$12.3M$12.6M+$297.1K2026-10-13
Creative Planning
DECREASED73,95776,050-2,093-3%$11.7M$11.5M-$220.8K2026-11-02
eCIO, Inc.
INCREASED71,33860,027+11,311+19%$9.3M$11.4M+$2.1M2026-11-02
Fund Evaluation Group, LLC
DECREASED68,25170,915-2,664-4%$10.9M$10.6M-$316.9K2026-11-05
US Bancorp \de\
DECREASED63,66983,066-19,397-23%$12.8M$9.9M-$2.9M2026-11-05
Accredited Investors Inc.
INCREASED55,85652,268+3,588+7%$8.1M$8.7M+$630.8K2026-11-03
Keybank National Association
INCREASED51,70551,561+144+0%$8.0M$8.0M+$93.6K2026-11-04
Corundum Group, Inc.
DECREASED47,49847,936-438-1%$7.4M$7.4M-$2.0K2026-10-28
Regions Financial Corp
DECREASED46,72148,155-1,434-3%$7.4M$7.3M-$156.8K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED42,88946,081-3,192-7%$7.1M$6.7K-$7.1M2026-11-02
Brookstone Capital Management
INCREASED42,77139,116+3,655+9%$6.0M$6.7M+$623.0K2026-10-22
Glenview Trust Co
UNCHANGED42,50042,50000%$6.6M$6.6M+$58.7K2026-10-28
Bear Mountain Capital, Inc.
INCREASED41,95739,189+2,768+7%$6.1M$6.5M+$449.0K2026-11-04
D.A. Davidson & Co.
DECREASED39,47339,892-419-1%$6.2M$6.1M-$10.2K2026-10-28
Aspiriant, LLC
DECREASED38,12440,507-2,383-6%$6.3M$5.9M-$315.1K2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED37,46537,420+45+0%$5.8M$5.8M+$58.7K2026-10-15
MGO One Seven LLC
DECREASED33,98333,985-20%$5.2M$5.3M+$46.6K2026-10-28
Garde Capital, Inc.
DECREASED32,55534,525-1,970-6%$5.3M$5.1M-$259.0K2026-10-29
BigSur Wealth Management LLC
UNCHANGED32,00032,00000%$4.9M$5.0M+$44.2K2026-10-13
Kestra Advisory Services, LLC
DECREASED31,15434,192-3,038-9%$5.3M$4.9M-$425.7K2026-11-02
Tompkins Financial Corp
DECREASED30,48330,516-330%$4.7M$4.7M+$37.0K2026-10-05
Grimes & Co Wealth Management, LLC
DECREASED28,80330,158-1,355-4%$4.7M$4.5M-$169.2K2026-10-29
HB Wealth Management, LLC
INCREASED26,85920,081+6,778+34%$3.1M$4.2M+$1.1M2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED24,86027,952-3,092-11%$4.3M$3.9M-$442.8K2026-10-16
Bailard, Inc.
INCREASED23,61023,001+609+3%$3.5M$3.7M+$126.6K2026-10-13
CPC Advisors, LLC
DECREASED23,59024,789-1,199-5%$3.8M$3.7M-$152.5K2026-10-21
CGN Advisors LLC
DECREASED20,76820,793-250%$3.2M$3.2M+$24.8K2026-10-21
Ledyard National Bank
DECREASED20,58822,096-1,508-7%$3.4M$3.2M-$204.3K2026-10-21
Fingerlakes Wealth Management, Inc.
INCREASED20,46020,132+328+2%$3.1M$3.2M+$78.8K2026-11-04
Shepherd Financial Partners LLC
INCREASED20,42420,337+87+0%$3.1M$3.2M+$41.6K2026-11-03
3Edge Asset Management, LP
DECREASED20,22722,615-2,388-11%$3.5M$3.1M-$340.6K2026-10-30
FSA Wealth Partners, Inc.
DECREASED19,18419,329-145-1%$3.0M$3.0M+$4.1K2026-10-26
SAX Wealth Advisors, LLC
DECREASED19,03120,245-1,214-6%$2.7M$3.0M+$288.4K2026-10-13
Crestwood Advisors Group, LLC
DECREASED17,74319,830-2,087-11%$3.1M$2.8M-$297.5K2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED17,31423,724-6,410-27%$3.7M$2.7M-$965.2K2026-10-20
Aprio Wealth Management, LLC
DECREASED15,70517,990-2,285-13%$2.8M$2.4M-$330.9K2026-10-28
GoalVest Advisory LLC
DECREASED15,38715,440-530%$2.4M$2.4M+$13.1K2026-10-02
Asset Dedication, LLC
INCREASED15,20514,400+805+6%$2.2M$2.4M+$145.2K2026-11-03
Chicago Partners Investment Group LLC
DECREASED14,78815,012-224-1%$2.3M$2.3M+$31.3K2026-10-27
Cornerstone Wealth Management, LLC
DECREASED14,66714,790-123-1%$2.3M$2.3M+$1.4K2026-11-04
Apella Capital, LLC
INCREASED14,6167,271+7,345+101%$1.1M$2.3M+$1.2M2026-10-08
Ryan Investment Management, Inc.
INCREASED14,34712,961+1,386+11%$2.0M$2.2M+$233.7K2026-10-20
Basso Capital Management, L.P.
UNCHANGED14,23414,23400%$2.2M$2.2M+$19.6K2026-10-30
Evergreen Capital Management LLC
DECREASED13,92813,929-10%$2.1M$2.2M+$19.1K2026-10-23
Milestone Investment Advisors LLC
INCREASED13,26213,089+173+1%$2.0M$2.1M+$45.0K2026-11-05
Winthrop Advisory Group LLC
DECREASED12,91013,163-253-2%$2.0M$2.0M-$21.2K2026-10-22
Trust Co
INCREASED12,50611,857+649+5%$1.8M$1.9M+$117.4K2026-10-09
First Pacific Financial
DECREASED12,23612,260-240%$1.9M$1.9M+$13.2K2026-10-14
New Covenant Trust Company, N.A.
DECREASED12,12912,145-160%$1.9M$1.9M+$14.3K2026-10-08
Resonant Capital Advisors, LLC
DECREASED12,02112,054-330%$1.9M$1.9M+$11.5K2026-10-15
Avantax Planning Partners, Inc.
UNCHANGED11,64811,64800%$1.8M$1.8M+$16.1K2026-11-03
Bell Bank
INCREASED11,1123,766+7,346+195%$581.1K$1.7M+$1.1M2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED10,5491,893+8,656+457%$292.1K$1.6M+$1.4M2026-10-29
Bond & Devick Financial Network, Inc.
DECREASED10,42410,648-224-2%$1.6M$1.6M-$20.2K2026-10-23
Bigelow Investment Advisors, LLC
INCREASED10,0229,998+24+0%$1.5M$1.6M+$17.5K2026-10-13
Farther Finance Advisors, LLC
INCREASED10,0175,521+4,496+81%$851.9K$1.6M+$707.4K2026-10-08
Choreo, LLC
INCREASED9,8499,844+5+0%$1.5M$1.5M+$14.4K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED9,8349,742+92+1%$1.5M$1.5M+$27.7K2026-11-05
Berman McAleer LLC
INCREASED9,7399,254+485+5%$1.4M$1.5M+$88.3K2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
INCREASED9,7354,295+5,440+127%$657.7K$1.5M+$861.0K2026-10-29
Marino, Stram & Associates LLC
INCREASED9,5159,495+20+0%$1.5M$1.5M+$16.2K2026-10-22
M Holdings Securities, Inc.
NEW9,501—+9,501——$1.5M—2026-11-03
Bluestem Financial Advisors, LLC
DECREASED9,18010,861-1,681-15%$1.7M$1.4M-$246.7K2026-10-20
Fifth Third Bancorp
DECREASED9,1319,134-30%$1.4M$1.4M+$12.1K2026-11-05
Colorado Capital Management, Inc.
DECREASED8,9059,395-490-5%$1.5K$1.4K-$1142026-10-15
Abacus Planning Group, Inc.
INCREASED8,6978,262+435+5%$1.3M$1.4M+$79.1K2026-11-02
Wesbanco Bank Inc
UNCHANGED8,6248,62400%$1.3M$1.3M+$11.9K2026-11-04
Hofer & Associates. Inc
NEW8,581—+8,581——$1.3M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED8,5818,579+2+0%$1.3M$1.3M+$12.2K2026-10-14
TFC Financial Management, Inc.
UNCHANGED8,5238,52300%$1.3M$1.3M+$11.8K2026-10-26
Destiny Capital Corp
UNCHANGED8,3128,31200%$1.3M$1.3M+$11.5K2026-11-03
Traphagen Investment Advisors LLC
INCREASED7,9527,558+394+5%$1.2M$1.2M+$71.7K2026-10-14
Prentiss Smith & Co Inc
DECREASED7,9018,220-319-4%$1.3M$1.2M-$38.4K2026-10-27
Financial Planning Fort Collins, LLC
INCREASED7,8697,854+15+0%$1.2M$1.2M+$6.4K2026-10-16
Finley Financial, LLC
UNCHANGED7,6107,61000%$1.2M$1.2M+$14.2K2026-10-28
Midwest Trust Co
INCREASED7,5577,401+156+2%$1.1M$1.2M+$34.5K2026-10-22
Willow Creek Wealth Management Inc.
UNCHANGED7,5387,53800%$1.2M$1.2M+$10.4K2026-10-26
Coastline Trust Co
DECREASED7,3817,707-326-4%$1.2M$1.1M-$40.1K2026-10-01
Carret Asset Management, LLC
INCREASED7,0987,082+16+0%$1.1M$1.1M+$12.2K2026-11-04
Lido Advisors, LLC
INCREASED7,0652,821+4,244+150%$435.3K$1.1M+$664.6K2026-11-04
McClarren Financial Advisors, Inc.
INCREASED6,9446,935+9+0%$1.1M$1.1M+$11.0K2026-10-15
Curbstone Financial Management Corp
DECREASED6,9366,966-300%$1.1M$1.1M+$4.9K2026-10-21
Indivisible Partners
NEW6,509—+6,509——$1.0M—2026-10-26
Connecticut Wealth Management, LLC
INCREASED6,2196,207+12+0%$957.8K$968.2K+$10.4K2026-10-13
Brighton Jones LLC
INCREASED6,1934,776+1,417+30%$736.9K$964.1K+$227.2K2026-11-03
McAdam, LLC
INCREASED6,0725,449+623+11%$840.8K$945.3K+$104.5K2026-10-21
Endeavor Private Wealth, Inc.
UNCHANGED6,0006,00000%$925.8K$934.1K+$8.3K2026-11-05
Jnba Financial Advisors
UNCHANGED5,9305,93000%$915.0K$923.2K+$8.2K2026-11-03
Well Done, LLC
UNCHANGED5,9055,90500%$911.1K$919.3K+$8.1K2026-10-20
Bank of New Hampshire
UNCHANGED5,7905,79000%$893.4K$901.4K+$8.0K2026-10-06
Westside Investment Management, Inc.
DECREASED5,5266,373-847-13%$983.5K$860.4K-$123.1K2026-11-02
Global Assets Advisory, LLC
INCREASED5,4064,243+1,163+27%$654.5K$855.3K+$200.8K2026-10-28
Mechanics Bank Trust Department
UNCHANGED5,4005,40000%$833.2K$840.7K+$7.5K2026-10-13
Capital Investment Counsel, LLC
DECREASED5,3556,000-645-11%$925.8K$833.7K-$92.1K2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED5,2975,296+1+0%$817.2K$824.7K+$7.5K2026-11-02
Hengehold Capital Management LLC
DECREASED5,2306,098-868-14%$940.9K$814.2K-$126.7K2026-10-16
Parsons Capital Management Inc
DECREASED5,1575,241-84-2%$808.7K$802.8K-$5.8K2026-10-28
Modera Wealth Management, LLC
DECREASED5,1475,203-56-1%$802.8K$801.3K-$1.5K2026-10-28
Riverbend Wealth Management, LLC
UNCHANGED5,0005,00000%$771.5K$778.4K+$6.9K2026-10-15
Mather Group, Llc.
DECREASED4,9724,986-140%$769.3K$774.0K+$4.7K2026-10-14
Peak Financial Management, Inc.
DECREASED4,9404,960-200%$765.3K$769.1K+$3.7K2026-10-16
Marks Group Wealth Management, Inc
UNCHANGED4,8784,87800%$752.7K$759.4K+$6.7K2026-11-05
Silverlake Wealth Management LLC
DECREASED4,8094,819-100%$743.5K$748.7K+$5.2K2026-10-21
TriaGen Wealth Management LLC
DECREASED4,7324,742-100%$731.7K$736.6K+$4.9K2026-10-14
CWS Financial Advisors, LLC
INCREASED4,6044,602+2+0%$710.1K$716.8K+$6.7K2026-10-16
Vontobel Holding Ltd.
DECREASED4,5704,747-177-4%$732.5K$711.5K-$21.0K2026-10-16
Allodium Investment Consultants, LLC
INCREASED4,5312,488+2,043+82%$383.9K$705.3K+$321.4K2026-10-14
West Financial Advisors, LLC
DECREASED4,4724,559-87-2%$703.5K$696.2K-$7.3K2026-10-22
Kraft, Davis & Associates, LLC
DECREASED4,4014,591-190-4%$705.6K$688.8K-$16.8K2026-10-21
WealthBridge Capital Management, LLC
DECREASED4,4014,554-153-3%$702.7K$685.1K-$17.5K2026-10-16
ASL Financial, LLC
UNCHANGED4,3964,39600%$678.3K$684.4K+$6.1K2026-10-15
Facet Wealth, Inc.
DECREASED4,3764,722-346-7%$728.7K$681.3K-$47.3K2026-11-04
Sage Financial Group Inc
DECREASED4,3614,389-28-1%$677.2K$678.9K+$1.7K2026-10-27
Global View Capital Management LLC
INCREASED4,3512,303+2,048+89%$355.4K$677.4K+$322.0K2026-10-28
Trust Co of Vermont
INCREASED4,3144,253+61+1%$656.2K$671.6K+$15.4K2026-10-21
Opulen Financial Group LLC
INCREASED4,2694,261+8+0%$657.5K$664.6K+$7.0K2026-10-22
Sharper & Granite LLC
DECREASED4,2104,247-37-1%$655.3K$556.1K-$99.2K2026-11-02
Nautilus Advisors LLC
DECREASED4,2006,200-2,000-32%$965.7K$653.9K-$311.8K2026-10-07
Mill Capital Management, LLC
UNCHANGED4,1504,15000%$640.3K$646.1K+$5.7K2026-10-26
Thrivent Financial for Lutherans
DECREASED4,1314,536-405-9%$700.0K$643.0K-$57.0K2026-11-05
Greenup Street Wealth Management LLC
DECREASED4,1314,518-387-9%$697.1K$643.2K-$53.9K2026-10-28
Naples Global Advisors, LLC
UNCHANGED4,0784,07800%$629.3K$634.9K+$5.6K2026-11-05
TruNorth Capital Management, LLC
UNCHANGED4,0664,06600%$627.3K$632.9K+$5.6K2026-10-14
CIBC Asset Management Inc
UNCHANGED4,0104,01000%$618.7K$624.3K+$5.5K2026-11-05
Progressive Investment Management Corp
UNCHANGED4,0004,00000%$617.2K$622.7K+$5.5K2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED3,9843,98400%$614.7K$620.2K+$5.5K2026-10-23
Meridian Financial Advisors, LLC
UNCHANGED3,9753,97500%$613.3K$618.8K+$5.5K2026-10-14
Guardsman Private Capital Management, Inc.
INCREASED3,9153,906+9+0%$602.7K$609.4K+$6.7K2026-10-19
Harbor Group, Inc.
DECREASED3,8593,942-83-2%$608.3K$600.7K-$7.6K2026-10-14
North Star Investment Management Corp.
UNCHANGED3,8593,85900%$595.4K$600.8K+$5.3K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED3,8402,589+1,251+48%$399.6K$597.8K+$198.2K2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED3,8303,83000%$591.0K$596.3K+$5.3K2026-10-05
Weaver Consulting Group
UNCHANGED3,6823,68200%$568.1K$573.2K+$5.1K2026-10-07
Portfolio Resources Advisor Group, Inc.
DECREASED3,6753,795-120-3%$585.6K$572.1K-$13.4K2026-10-20
Asempa Wealth Advisors
UNCHANGED3,6603,66000%$564.7K$571.5K+$6.8K2026-10-07
AGF Management LTD
DECREASED3,6004,400-800-18%$678.9K$560.4K-$118.5K2026-11-03
Diversified Enterprises, LLC
INCREASED3,5993,580+19+1%$552.4K$560.3K+$7.9K2026-10-19
Vise Technologies, Inc.
DECREASED3,5903,890-300-8%$600.2K$558.9K-$41.3K2026-10-29
Associated Banc-Corp
DECREASED3,5453,593-48-1%$554.4K$551.9K-$2.5K2026-10-30
Mallini Complete Financial Planning LLC
UNCHANGED3,4123,41200%$526.5K$531.2K+$4.7K2026-10-06
Harbor Investment Advisory, LLC
INCREASED3,3013,272+29+1%$504.9K$513.9K+$9.0K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED3,2943,376-82-2%$521.0K$512.8K-$8.2K2026-11-03
Sound Stewardship, LLC
UNCHANGED3,2263,22600%$497.7K$502.3K+$4.6K2026-10-14
Pinnacle Associates LTD
INCREASED3,1922,987+205+7%$460.9K$496.9K+$36.0K2026-10-20
Pine Haven Investment Counsel, Inc
INCREASED3,1143,084+30+1%$475.9K$484.8K+$8.9K2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED3,1113,205-94-3%$494.7K$484.3K-$10.3K2026-10-16
Citizens Financial Group Inc
DECREASED3,0303,180-150-5%$490.7K$471.7K-$19.0K2026-10-23
TrustBank
UNCHANGED2,9852,98500%$460.6K$464.7K+$4.1K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,8952,690+205+8%$415.1K$450.7K+$35.6K2026-10-23
Fusion Family Wealth, LLC
UNCHANGED2,8842,88400%$445.0K$449.0K+$4.0K2026-11-02
Investment Research Partners LLC
DECREASED2,8292,873-44-2%$443.3K$440.4K-$2.9K2026-10-19
BridgePort Financial Solutions, LLC
INCREASED2,8252,739+86+3%$422.6K$439.8K+$17.2K2026-11-02
Sigma Planning Corp
DECREASED2,8105,429-2,619-48%$837.7K$437.4K-$400.3K2026-10-23
Financial Planning Hawaii, Inc.
UNCHANGED2,8032,80300%$432.5K$436.4K+$3.9K2026-10-13
Avail Investment Partners, LLC
DECREASED2,7872,831-44-2%$436.8K$433.9K-$2.9K2026-10-16
Wealth Architects, LLC
UNCHANGED2,7342,73400%$421.9K$425.6K+$3.8K2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED2,7262,756-30-1%$425.3K$424.4K-$8672026-10-26
Klingman & Associates, LLC
UNCHANGED2,7192,71900%$419.5K$423.3K+$3.8K2026-10-20
Aufman Associates Inc
INCREASED2,6992,694+5+0%$415.7K$420.1K+$4.4K2026-11-04
Olio Financial Planning
UNCHANGED2,6622,66200%$410.7K$414.4K+$3.7K2026-10-22
Financial Insights, Inc.
INCREASED2,6401,840+800+43%$283.9K$411.0K+$127.1K2026-10-27
SWP Financial LLC
DECREASED2,5922,674-82-3%$412.6K$403.5K-$9.1K2026-10-23
High Probability Advisors, LLC
INCREASED2,5912,585+6+0%$398.9K$403.4K+$4.4K2026-10-19
Corepath Wealth Partners LLC
DECREASED2,5703,441-871-25%$529.1K$407.3K-$121.7K2026-10-21
HCR Wealth Advisors
UNCHANGED2,5502,55000%$393.5K$397.0K+$3.5K2026-10-15
Guerra PAN Advisors, LLC
UNCHANGED2,5252,52500%$389.6K$394.6K+$4.9K2026-10-26
Villere ST Denis J & Co LLC
UNCHANGED2,5002,50000%$385.8K$389.2K+$3.5K2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED2,4932,49300%$384.7K$388.1K+$3.4K2026-10-14
Pittenger & Anderson Inc
INCREASED2,4802,315+165+7%$357.2K$386.1K+$28.9K2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED2,4642,489-25-1%$384.1K$383.6K-$4572026-10-05
Allstreet Capital Advisors LLC
UNCHANGED2,4422,44200%$376.8K$380.2K+$3.4K2026-11-04
Ulland Investment Advisors, LLC
DECREASED2,4302,605-175-7%$402$378-$242026-10-13
Pacific Center for Financial Services
DECREASED2,4142,454-40-2%$378.7K$375.8K-$2.9K2026-10-15
Acropolis Investment Management, LLC
UNCHANGED2,4072,40700%$371.4K$374.7K+$3.3K2026-10-08
Kennebec Savings Bank
INCREASED2,3932,260+133+6%$348.7K$372.5K+$23.8K2026-10-22
Flagship Private Wealth, LLC
INCREASED2,3602,355+5+0%$363.4K$367.4K+$4.0K2026-11-05
Forza Wealth Management, LLC
INCREASED2,3422,267+75+3%$349.8K$364.6K+$14.8K2026-10-20
BAR Harbor Wealth Management
UNCHANGED2,3372,33700%$360.6K$363.8K+$3.2K2026-10-21
Grove Bank & Trust
UNCHANGED2,3282,32800%$359.2K$362.4K+$3.2K2026-10-08
Signaturefd, LLC
UNCHANGED2,2782,27800%$351.5K$354.6K+$3.1K2026-10-23
StoneX Group Inc.
NEW2,272—+2,272——$351.1K—2026-11-03
Princeton Global Asset Management LLC
UNCHANGED2,2422,24200%$345.9K$349.0K+$3.1K2026-10-21
Richmond Investment Services, LLC
DECREASED2,1942,253-59-3%$347.7K$341.6K-$6.1K2026-10-29
KMG Fiduciary Partners, LLC
DECREASED2,1003,388-1,288-38%$522.8K$326.9K-$195.8K2026-10-14
Focus Financial Network, Inc.
DECREASED2,1002,132-32-1%$329.0K$326.9K-$2.2K2026-10-14
Frederick Financial Consultants, LLC
UNCHANGED2,0742,07400%$320.0K$322.9K+$2.9K2026-10-29
LVZ, Inc.
UNCHANGED2,0682,06800%$319.1K$321.9K+$2.9K2026-10-20
Magnus Financial Group LLC
INCREASED2,0352,030+5+0%$313.3K$316.8K+$3.5K2026-10-21
Pathway Financial Advisors LLC
INCREASED2,0311,869+162+9%$287.5K$316.2K+$28.7K2026-10-07
Dynamic Advisor Solutions LLC
UNCHANGED2,0222,02200%$311.9K$314.8K+$2.8K2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED2,0122,01200%$310.5K$313.2K+$2.8K2026-10-22
WJ Wealth Management, LLC
UNCHANGED2,0002,00000%$308.6K$311.4K+$2.8K2026-11-03
Traveka Wealth, LLC
UNCHANGED2,0002,00000%$308.6K$311.4K+$2.8K2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED1,9991,998+1+0%$308.3K$311.2K+$2.9K2026-10-09
Birchbrook, Inc.
DECREASED1,9841,991-70%$307.2K$308.9K+$1.7K2026-10-14
Stanich Group LLC
INCREASED1,9761,793+183+10%$276.6K$307.7K+$31.0K2026-10-16
Hoxton Planning & Management, LLC
UNCHANGED1,9751,97500%$304.7K$307.4K+$2.7K2026-10-15
Private Wealth Management Group, LLC
UNCHANGED1,9671,96700%$303.5K$306.2K+$2.7K2026-10-19
Perigon Wealth Management, LLC
DECREASED1,9572,020-63-3%$311.7K$304.7K-$7.0K2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED1,9161,91600%$295.6K$298.3K+$2.6K2026-11-03
May Hill Capital, LLC
UNCHANGED1,9131,91300%$295.2K$297.8K+$2.6K2026-11-03
VestGen Advisors, LLC
DECREASED1,8921,938-46-2%$299.1K$294.6K-$4.5K2026-10-27
Flagship Harbor Advisors, LLC
INCREASED1,8861,863+23+1%$287.5K$293.7K+$6.1K2026-10-26
AlphaCore Capital LLC
NEW1,855—+1,855——$288.8K—2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED1,7431,74300%$268.9K$271.4K+$2.4K2026-10-19
Advisor OS, LLC
INCREASED1,7391,737+2+0%$268.0K$270.8K+$2.8K2026-11-03
Harfst & Associates, Inc.
UNCHANGED1,7111,71100%$264.0K$266.4K+$2.4K2026-10-20
Eagle Strategies LLC
DECREASED1,7051,735-30-2%$267.7K$265.4K-$2.3K2026-10-16
Parkshore Wealth Management, Inc.
UNCHANGED1,6881,68800%$260.5K$262.8K+$2.3K2026-10-13
Goldstein Advisors, LLC
DECREASED1,6751,955-280-14%$301.6K$260.7K-$40.9K2026-10-15
LexAurum Advisors, LLC
INCREASED1,6551,654+1+0%$255.2K$257.7K+$2.5K2026-10-19
Pennsylvania Capital Management Inc
INCREASED1,6471,464+183+13%$225.9K$256.4K+$30.5K2026-11-05
Davenport & Co LLC
DECREASED1,6341,774-140-8%$273.7K$254.4K-$19.3K2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED1,5751,57500%$243.0K$245.2K+$2.2K2026-10-16
Harbour Trust & Investment Management Co
UNCHANGED1,5741,57400%$242.9K$245.0K+$2.2K2026-10-28
Harbor Asset Planning, Inc.
INCREASED1,5671,564+3+0%$241.3K$244.0K+$2.7K2026-10-23
Montis Financial, LLC
UNCHANGED1,5511,55100%$239.3K$241.4K+$2.1K2026-11-04
Bath Savings Trust Co
UNCHANGED1,5001,50000%$231.5K$233.5K+$2.1K2026-10-07
Sulzberger Capital Advisors, Inc.
UNCHANGED1,5001,50000%$231.5K$233.5K+$2.1K2026-10-20
Portland Financial Advisors Inc
UNCHANGED1,4951,49500%$230.7K$232.7K+$2.1K2026-10-26
SBI Securities Co., Ltd.
DECREASED1,4691,479-10-1%$228.2K$228.7K+$4842026-10-22
Vericrest Private Wealth
UNCHANGED1,4471,44700%$223.3K$225.3K+$2.0K2026-10-21
Diversify Wealth Management, LLC
DECREASED1,4392,198-759-35%$334.5K$226.7K-$107.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED1,4392,198-759-35%$334.5K$226.7K-$107.8K2026-10-20
PFG Advisors
DECREASED1,4201,440-20-1%$222.2K$221.1K-$1.1K2026-10-16
Ddfg, Inc
UNCHANGED1,4051,40500%$216.8K$218.7K+$1.9K2026-10-15
White Lighthouse Investment Management Inc.
UNCHANGED1,3791,37900%$212.8K$214.7K+$1.9K2026-10-21
First Affirmative Financial Network
NEW1,378—+1,378——$214.5K—2026-10-21
Strategic Wealth Investment Group, LLC
UNCHANGED1,3741,37400%$212.0K$213.9K+$1.9K2026-10-29
Boothe Investment Group, Inc.
DECREASED1,3471,445-98-7%$223.0K$209.7K-$13.3K2026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED1,3431,34300%$207.2K$209.1K+$1.9K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED1,3101,378-68-5%$212.7K$203.9K-$8.8K2026-10-20
Spire Wealth Management
INCREASED1,3101,305+5+0%$201.4K$203.9K+$2.6K2026-10-30
Boston Trust Walden Corp
UNCHANGED1,2971,29700%$200.1K$201.9K+$1.8K2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED1,1771,17700%$181.6K$183.2K+$1.6K2026-11-03
Golden State Wealth Management, LLC
INCREASED1,1051,102+3+0%$170.2K$172.0K+$1.9K2026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,0001,00000%$154.3K$155.7K+$1.4K2026-10-30
Arcadia Investment Advisors LLC
UNCHANGED98198100%$151.4K$152.7K+$1.4K2026-10-13
Gamma Investing LLC
INCREASED954884+70+8%$136.4K$148.5K+$12.1K2026-10-08
Caldwell Trust Co
UNCHANGED80080000%$123.4K$124.5K+$1.1K2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED78078000%$120.3K$121.5K+$1.2K2026-10-30
Investors Research Corp
DECREASED646940-294-31%$145.0K$100.6K-$44.5K2026-10-07
Assetmark, Inc
DECREASED617621-4-1%$95.8K$96.1K+$2342026-10-21
Valley National Advisers Inc
UNCHANGED56456400%$87.0K$87.8K+$7782026-10-23
Adirondack Trust Co
UNCHANGED54954900%$84.7K$85.5K+$7562026-10-14
Cranbrook Wealth Management, LLC
DECREASED542557-15-3%$85.9K$84.4K-$1.5K2026-10-28
Clean Yield Group
UNCHANGED53953900%$83.2K$83.9K+$7442026-10-28
Rossmore Private Capital
UNCHANGED50950900%$78.5K$79.2K+$7022026-10-27
Parallel Advisors, LLC
UNCHANGED50050000%$77.2K$77.8K+$6902026-11-03
CoreCap Advisors, LLC
UNCHANGED47847800%$73.8K$74.4K+$6602026-10-08
Bell Investment Advisors, Inc
UNCHANGED46846800%$72.3K$72.9K+$6722026-10-29
Private Trust Co NA
UNCHANGED45745700%$70.5K$71.1K+$6312026-10-20
Buck Wealth Strategies, LLC
NEW410—+410——$63.8K—2026-10-28
Root Financial Partners, LLC
NEW399—+399——$62.1K—2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED39039000%$60.2K$60.7K+$5392026-10-23
Blue Trust, Inc.
UNCHANGED38738700%$59.7K$60.2K+$5342026-10-15
Valley Wealth Managers, Inc.
UNCHANGED35035000%$54.0K$54.5K+$4832026-10-09
Washington Trust Advisors, Inc.
UNCHANGED25025000%$38.6K$38.9K+$3452026-10-22
Provenance Wealth Advisors, LLC
NEW247—+247——$38.5K—2026-10-30
CX Institutional
UNCHANGED23323300%$36$36$02026-10-02
Wealth Enhancement Trust Services, Inc.
DECREASED190262-72-27%$40.4K$29.6K-$10.8K2026-10-07
Morling Financial Advisors, LLC
NEW183—+183——$28.5K—2026-10-28
Larson Financial Group LLC
UNCHANGED18318300%$28.2K$28.4K+$2662026-11-05
Next Level Wealth Planning, LLC
NEW173—+173——$26.9K—2026-10-29
Triumph Capital Management
UNCHANGED16616600%$25.6K$25.8K+$2292026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED16316300%$25.2K$25.4K+$2252026-10-28
Elevation Wealth Partners, LLC
UNCHANGED15015000%$23.1K$23.4K+$2072026-10-07
Armor Investment Advisors, LLC
DECREASED147258-111-43%$39.8K$22.9K-$16.9K2026-10-27
Chilton Capital Management LLC
UNCHANGED14514500%$22.4K$22.6K+$2002026-10-28
Financial Perspectives, Inc
DECREASED143145-2-1%$22.4K$22.3K-$1112026-11-03
Hughes Financial Services, LLC
UNCHANGED12912900%$19.9K$20.4K+$4922026-10-30
American Capital Advisory, LLC
UNCHANGED11211200%$17.3K$17.4K+$1552026-10-28
Rossby Financial, LCC
UNCHANGED848400%$13.0K$13.1K+$1162026-11-05
Angeles Wealth Management, LLC
INCREASED7372+1+1%$11.2K$11.3K+$1112026-10-26
Silver Grove Financial Group, Inc.
DECREASED6369-6-9%$10.6K$9.8K-$8392026-11-05
Lanark Financial, Inc.
UNCHANGED616100%$9.4K$9.5K+$842026-10-26
Downshift Financial, LLC
UNCHANGED606000%$9.3K$9.3K+$832026-10-13
Kroeger Financial Partners
UNCHANGED515100%$7.9K$7.9K+$712026-10-19
EverSource Wealth Advisors, LLC
DECREASED3839-1-3%$6.0K$5.9K-$1022026-11-04
Lodestone Wealth Management LLC
UNCHANGED333300%$5.1K$5.1K+$572026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED252500%$3.9K$3.9K+$342026-10-15
PayPay Securities Corp
DECREASED2425-1-4%$3.9K$3.7K-$1222026-10-27
Abound Wealth Management
UNCHANGED131300%$2.0K$2.0K+$182026-10-26
Pilgrim Partners Asia Pte Ltd
CLOSED09,620-9,620-100%$1.5M$0-$1.5M2026-10-29
Creekside Partners
CLOSED01,873-1,873-100%$289.0K$0-$289.0K2026-11-04
Values Added Financial LLC
CLOSED01,860-1,860-100%$287.0K$0-$287.0K2026-10-28
NBT Bank, N.A.
CLOSED0600-600-100%$92.6K$0-$92.6K2026-10-21
Gill Capital Partners, LLC
CLOSED0246-246-100%$38.0K$0-$38.0K2026-10-13
International Assets Investment Management, LLC
CLOSED0111-111-100%$17.1K$0-$17.1K2026-11-02
Brooklyn FI, LLC
CLOSED074-74-100%$11.4K$0-$11.4K2026-11-05
AdvisorNet Financial, Inc
CLOSED046-46-100%$7.0K$0-$7.0K2026-10-15
LifeSteps Financial, Inc.
CLOSED010-10-100%$1.5K$0-$1.5K2026-10-15
Realta Investment Advisors
CLOSED04-4-100%$617$0-$6172026-10-14
Allspring Global Investments Holdings, LLC
UNCHANGED000—$49$50+$12026-11-04
Bank of America Corp
N/A—1,440,521-1,440,521-100%$222.3M———
Morgan Stanley
N/A—1,180,021-1,180,021-100%$182.1M———
PNC Financial Services Group, Inc.
N/A—1,057,780-1,057,780-100%$163.2M———
Royal Bank of Canada
N/A—669,168-669,168-100%$103.3M———
Spinnaker Trust
N/A—565,699-565,699-100%$87.3M———
M&T Bank Corp
N/A—563,054-563,054-100%$86.9M———
IMA Advisory Services, Inc.
N/A—524,325-524,325-100%$80.9M———
Mercer Global Advisors Inc
N/A—505,698-505,698-100%$78.0M———
BlackRock, Inc.
N/A—482,294-482,294-100%$74.4M———
Ameriprise Financial Inc
N/A—479,718-479,718-100%$74.0M———
Acorns Advisers, LLC
N/A—451,365-451,365-100%$69.6M———
Wells Fargo & Company
N/A—390,877-390,877-100%$60.3M———
JPMorgan Chase & Co
N/A—381,259-381,259-100%$58.4M———
UBS Group AG
N/A—336,349-336,349-100%$51.9M———
LPL Financial LLC
N/A—280,854-280,854-100%$43.3M———
Betterment LLC
N/A—270,917-270,917-100%$41.8M———
Envestnet Asset Management Inc
N/A—230,321-230,321-100%$35.5M———
Baird Financial Group, Inc.
N/A—192,575-192,575-100%$29.7M———
Mariner, LLC
N/A—189,670-189,670-100%$29.2M———
Raymond James Financial Inc
N/A—178,987-178,987-100%$27.6M———
HM Payson & Co
N/A—128,070-128,070-100%$19.8M———
Cetera Investment Advisers
N/A—95,352-95,352-100%$14.7M———
World Investment Advisors
N/A—94,823-94,823-100%$12.5M———
Quent Capital, LLC
N/A—90,467-90,467-100%$14.0M———
HighTower Advisors, LLC
N/A—72,894-72,894-100%$11.2M———
Northern Trust Corp
N/A—63,410-63,410-100%$9.8M———
Northwestern Mutual Wealth Management Co
N/A—60,537-60,537-100%$9.3M———
Bank of Montreal
N/A—55,905-55,905-100%$8.6M———
Beacon Pointe Advisors, LLC
N/A—54,403-54,403-100%$8.4M———
NewEdge Advisors, LLC
N/A—53,342-53,342-100%$8.2M———
Osaic Holdings, Inc.
N/A—52,635-52,635-100%$8.1M———
Advisory Services Network, LLC
N/A—51,394-51,394-100%$7.9M———
Janney Montgomery Scott LLC
N/A—49,249-49,249-100%$7.6M———
Destination Wealth Management
N/A—47,522-47,522-100%$7.3M———
Captrust Financial Advisors
N/A—44,767-44,767-100%$6.9M———
Jones Financial Companies Lllp
N/A—43,704-43,704-100%$6.6M———
MML Investors Services, LLC
N/A—43,611-43,611-100%$6.7M———
Hilltop Wealth Advisors, LLC
N/A—39,993-39,993-100%$6.2M———
Pathstone Holdings, LLC
N/A—39,580-39,580-100%$6.1M———
Rockefeller Capital Management L.P.
N/A—38,874-38,874-100%$6.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—36,569-36,569-100%$5.6M———
Arax Advisory Partners
N/A—35,082-35,082-100%$5.4M———
Cerity Partners LLC
N/A—34,751-34,751-100%$5.4M———
Olde Wealth Management, LLC
N/A—34,653-34,653-100%$5.3M———
Modern Wealth Management, LLC
N/A—29,197-29,197-100%$4.5M———
Stifel Financial Corp
N/A—28,780-28,780-100%$4.4M———
Pure Financial Advisors, LLC
N/A—28,649-28,649-100%$4.4M———
NorthRock Partners, LLC
N/A—26,909-26,909-100%$4.2M———
SageView Advisory Group, LLC
N/A—25,224-25,224-100%$3.9M———
OneDigital Investment Advisors LLC
N/A—24,528-24,528-100%$3.8M———
Focus Partners Wealth
N/A—24,349-24,349-100%$3.8M———
Verity Wealth Advisors
N/A—23,263-23,263-100%$3.6M———
&partners
N/A—22,505-22,505-100%$3.5M———
Simmons Bank
N/A—22,310-22,310-100%$3.4M———
Steward Partners Investment Advisory, LLC
N/A—21,755-21,755-100%$3.4M———
Blair William & Co
N/A—21,329-21,329-100%$3.3M———
Private Advisor Group, LLC
N/A—20,872-20,872-100%$3.2M———
Citadel Advisors LLC
N/A—20,851-20,851-100%$3.2M———
Whittier Trust Co of Nevada Inc
N/A—20,387-20,387-100%$3.1M———
Allworth Financial LP
N/A—20,133-20,133-100%$3.1M———
Cresset Asset Management, LLC
N/A—19,884-19,884-100%$3.1M———
Commerce Bank
N/A—18,295-18,295-100%$2.8M———
FMR LLC
N/A—18,205-18,205-100%$2.8M———
Composition Wealth, LLC
N/A—18,088-18,088-100%$2.8M———
One Wealth Advisors, LLC
N/A—16,354-16,354-100%$2.5M———
Wescott Financial Advisory Group, LLC
N/A—15,903-15,903-100%$2.5M———
Integrated Wealth Concepts LLC
N/A—15,054-15,054-100%$2.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,829-13,829-100%$2.1M———
Vanguard Personalized Indexing Management, LLC
N/A—13,736-13,736-100%$2.1M———
Evercore Wealth Management, LLC
N/A—13,358-13,358-100%$2.1M———
Ellevest, Inc.
N/A—12,809-12,809-100%$2.0M———
Clearstead Advisors, LLC
N/A—12,184-12,184-100%$1.9M———
Gould Asset Management LLC
N/A—11,896-11,896-100%$1.8M———
Aptus Capital Advisors, LLC
N/A—11,809-11,809-100%$1.8M———
Federation des caisses Desjardins du Quebec
N/A—11,649-11,649-100%$1.8M———
Baker Avenue Asset Management, LP
N/A—11,404-11,404-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—10,836-10,836-100%$1.7M———
Members Trust Co
N/A—10,765-10,765-100%$1.7M———
MAI Capital Management
N/A—10,587-10,587-100%$1.6M———
Hershey Financial Advisers, LLC
N/A—10,571-10,571-100%$1.6M———
EP Wealth Advisors, LLC
N/A—10,217-10,217-100%$1.6M———
WHI Trust Co LLC
N/A—10,000-10,000-100%$1.5M———
SOA Wealth Advisors, Llc.
N/A—9,939-9,939-100%$1.5M———
Nepc LLC
N/A—9,903-9,903-100%$1.5M———
Evolve Private Wealth, LLC
N/A—9,760-9,760-100%$1.5M———
SK Wealth Management, LLC
N/A—9,547-9,547-100%$1.5M———
Portland Global Advisors LLC
N/A—9,505-9,505-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—8,563-8,563-100%$1.3M———
Haverford Trust Co
N/A—8,180-8,180-100%$1.3M———
Round Rock Advisors LLC
N/A—8,139-8,139-100%$1.3M———
Quantinno Capital Management LP
N/A—8,121-8,121-100%$1.3M———
Wealthspire Advisors, LLC
N/A—8,051-8,051-100%$1.2M———
Mutual Advisors, LLC
N/A—8,008-8,008-100%$1.2M———
Evergreen Wealth Partners LLC
N/A—7,809-7,809-100%$1.2M———
Legacy Edge Advisors, LLC
N/A—7,792-7,792-100%$1.2M———
Moment Partners, LLC
N/A—7,622-7,622-100%$1.2M———
Freestone Capital Holdings, LLC
N/A—7,460-7,460-100%$1.2M———
Bluespring Wealth Management, LLC
N/A—7,455-7,455-100%$1.2M———
Moneta Group Investment Advisors LLC
N/A—7,156-7,156-100%$1.1M———
Waverly Advisors, LLC
N/A—7,028-7,028-100%$1.1M———
XTX Topco Ltd
N/A—6,776-6,776-100%$1.0M———
Huntington National Bank
N/A—6,747-6,747-100%$1.0M———
Ameritas Investment Partners, Inc.
N/A—6,447-6,447-100%$994.8K———
Mmbg Investment Advisors Co.
N/A—6,365-6,365-100%$982.1K———
Equitable Holdings, Inc.
N/A—6,349-6,349-100%$979.6K———
Flputnam Investment Management Co
N/A—6,037-6,037-100%$918.9K———
Natural Investments, LLC
N/A—6,008-6,008-100%$926.0K———
Snowden Capital Advisors LLC
N/A—5,959-5,959-100%$919.5K———
Hills Bank & Trust Co
N/A—5,939-5,939-100%$916.4K———
Coldstream Capital Management Inc
N/A—5,911-5,911-100%$912.0K———
Global Retirement Partners, LLC
N/A—5,897-5,897-100%$909.9K———
Morris Financial Concepts, Inc.
N/A—5,854-5,854-100%$903.3K———
Rollins Financial Advisors, LLC
N/A—5,799-5,799-100%$894.8K———
Rehmann Capital Advisory Group
N/A—5,733-5,733-100%$884.6K———
AQR Capital Management LLC
N/A—5,471-5,471-100%$844.1K———
Fiduciary Financial Advisors
N/A—5,468-5,468-100%$843.5K———
RED Reef Advisors LLC
N/A—5,445-5,445-100%$840.2K———
Harbour Investments, Inc.
N/A—5,261-5,261-100%$811.8K———
Glenmede Trust Co NA
N/A—5,210-5,210-100%$803.9K———
Brio Consultants, LLC
N/A—5,116-5,116-100%$789.4K———
Savvy Advisors, Inc.
N/A—5,110-5,110-100%$788.5K———
LRI Investments, LLC
N/A—4,940-4,940-100%$762.2K———
Merit Financial Group, LLC
N/A—4,914-4,914-100%$758.2K———
SCS Capital Management LLC
N/A—4,886-4,886-100%$753.9K———
ProVise Management Group, LLC
N/A—4,777-4,777-100%$737.1K———
Pinnacle Financial Partners, Inc.
N/A—4,764-4,764-100%$735.2K———
Kesler, Norman & Wride, LLC
N/A—4,662-4,662-100%$719.3K———
Talisman Wealth Advisors LLC
N/A—4,590-4,590-100%$674.9K———
Common Fund for Nonprofit Organizations
N/A—4,488-4,488-100%$692.4K———
UBS Asset Management Americas LLC
N/A—4,386-4,386-100%$676.8K———
Johnson Investment Counsel Inc
N/A—4,369-4,369-100%$674.1K———
Western Wealth Management, LLC
N/A—4,168-4,168-100%$643.2K———
Envestnet Portfolio Solutions, Inc.
N/A—4,166-4,166-100%$642.7K———
Tradewinds, Llc.
N/A—4,113-4,113-100%$239.9K———
Ritholtz Wealth Management
N/A—4,096-4,096-100%$632.0K———
Franklin Resources Inc
N/A—4,057-4,057-100%$626.0K———
Peregrine Asset Advisers, Inc.
N/A—4,039-4,039-100%$623.2K———
Sanctuary Advisors, LLC
N/A—3,787-3,787-100%$584.3K———
Warner Financial, Inc
N/A—3,713-3,713-100%$573.0K———
Nwam LLC
N/A—3,662-3,662-100%$565.0K———
First Command Advisory Services, Inc.
N/A—3,606-3,606-100%$556.4K———
Continuum Advisory, LLC
N/A—3,591-3,591-100%$554.0K———
Integrated Investment Consultants, LLC
N/A—3,549-3,549-100%$547.6K———
Sound View Wealth Advisors Group, LLC
N/A—3,530-3,530-100%$544.7K———
Odyssey Group, LLC
N/A—3,511-3,511-100%$541.8K———
First Foundation Advisors
N/A—3,503-3,503-100%$540.5K———
Fiduciary Trust Co
N/A—3,450-3,450-100%$532.3K———
Orion Porfolio Solutions, LLC
N/A—3,429-3,429-100%$529.1K———
Highview Capital Management LLC
N/A—3,413-3,413-100%$526.6K———
Stratos Wealth Partners, Ltd.
N/A—3,370-3,370-100%$520.0K———
Bradley Foster & Sargent Inc
N/A—3,325-3,325-100%$513.0K———
Ameritas Advisory Services, LLC
N/A—3,251-3,251-100%$501.7K———
McGinn Penninger Investment Management, Inc.
N/A—3,173-3,173-100%$490.0K———
Trillium Asset Management, LLC
N/A—3,148-3,148-100%$485.7K———
Tradition Wealth Management, LLC
N/A—3,134-3,134-100%$483.6K———
Jane Street Group, LLC
N/A—3,067-3,067-100%$473.2K———
Sand Hill Global Advisors, LLC
N/A—3,038-3,038-100%$468.8K———
Arkos Global Advisors
N/A—3,029-3,029-100%$467.0K———
PFG Investments, LLC
N/A—3,017-3,017-100%$465.5K———
Arrowroot Family Office, LLC
N/A—3,006-3,006-100%$463.8K———
Oxford Financial Group, Ltd. LLC
N/A—2,998-2,998-100%$462.6K———
Bessemer Group Inc
N/A—2,865-2,865-100%$442.0K———
Savant Capital, LLC
N/A—2,843-2,843-100%$438.7K———
Bartlett & Co. Wealth Management LLC
N/A—2,760-2,760-100%$425.9K———
Consilio Wealth Advisors, LLC
N/A—2,741-2,741-100%$423.0K———
Kelman-Lazarov, Inc.
N/A—2,631-2,631-100%$405.9K———
Xcelsior Advisor Partners LLC
N/A—2,608-2,608-100%$402.4K———
Dakota Wealth Management
N/A—2,519-2,519-100%$388.7K———
LGL Partners, LLC
N/A—2,515-2,515-100%$388.1K———
Empower Advisory Group, LLC
N/A—2,480-2,480-100%$382.7K———
Dorsey & Whitney Trust Co LLC
N/A—2,451-2,451-100%$378.2K———
Zevin Asset Management LLC
N/A—2,416-2,416-100%$372.8K———
Arkadios Wealth Advisors
N/A—2,383-2,383-100%$367.8K———
Diversified Trust Co
N/A—2,323-2,323-100%$358.4K———
Balanced Rock Investment Advisors LLC
N/A—2,255-2,255-100%$347.9K———
Nuveen, LLC
N/A—2,217-2,217-100%$342.0K———
Affinity Wealth Management LLC
N/A—2,172-2,172-100%$335.1K———
Fairview Capital Investment Management, LLC
N/A—2,170-2,170-100%$334.8K———
Leavell Investment Management, Inc.
N/A—2,150-2,150-100%$331.7K———
Money Concepts Capital Corp
N/A—2,112-2,112-100%$325.8K———
Cornerstone Advisory, LLC
N/A—2,054-2,054-100%$317.0K———
Lbmc Investment Advisors, LLC
N/A—1,994-1,994-100%$307.7K———
Geneos Wealth Management Inc.
N/A—1,993-1,993-100%$307.5K———
Mason & Associates Inc
N/A—1,982-1,982-100%$305.8K———
Wood Tarver Financial Group, LLC
N/A—1,979-1,979-100%$305.0K———
Wealthgarden F.S. LLC
N/A—1,977-1,977-100%$305.1K———
IAG Wealth Partners, LLC
N/A—1,964-1,964-100%$303.0K———
January Capital Advisors LLC
N/A—1,960-1,960-100%$302.4K———
Axis Wealth Partners, LLC
N/A—1,955-1,955-100%$301.7K———
Susquehanna International Group, LLP
N/A—1,943-1,943-100%$299.8K———
Alliancebernstein L.P.
N/A—1,897-1,897-100%$250.6K———
United Capital Financial Advisors, LLC
N/A—1,858-1,858-100%$287.0K———
Family Manage LLC
N/A—1,798-1,798-100%$277.4K———
Pointe Capital Management LLC
N/A—1,752-1,752-100%$270.3K———
First Manhattan Co. Llc.
N/A—1,700-1,700-100%$262.3K———
Van Hulzen Asset Management, LLC
N/A—1,695-1,695-100%$261.5K———
MJP Associates Inc
N/A—1,694-1,694-100%$261.3K———
Perennial Investment Advisors, LLC
N/A—1,642-1,642-100%$253.4K———
Retirement Income Solutions, Inc
N/A—1,606-1,606-100%$212.2K———
Boston Family Office LLC
N/A—1,600-1,600-100%$247.0K———
Maimon Wealth Management Ltd.
N/A—1,590-1,590-100%$245.3K———
Summit Financial, LLC
N/A—1,558-1,558-100%$240.4K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,551-1,551-100%$239.3K———
AlTi Global, Inc.
N/A—1,544-1,544-100%$238.2K———
TriCert Investment Counsel Inc.
N/A—1,480-1,480-100%$228.4K———
Thoroughbred Financial Services, LLC
N/A—1,405-1,405-100%$216.0K———
Panoramic Investment Advisors, LLC
N/A—1,373-1,373-100%$211.9K———
Everpar Advisors LLC
N/A—1,370-1,370-100%$211.4K———
Vanguard Advisers Inc
N/A—1,308-1,308-100%$201.8K———
Beck Bode, LLC
N/A—1,305-1,305-100%$201.4K———
Longview Financial Advisors LLC
N/A—1,251-1,251-100%$193.0K———
National Bank of Canada
N/A—1,125-1,125-100%$173.6K———
Hollencrest Capital Management
N/A—1,055-1,055-100%$162.8K———
Whittier Trust Co
N/A—1,000-1,000-100%$155.0K———
Howe & Rusling Inc
N/A—850-850-100%$131.2K———
Evolution Advisers, Inc.
N/A—842-842-100%$129.0K———
Atlantic Union Bankshares Corp
N/A—832-832-100%$128.4K———
Glen Eagle Advisors, LLC
N/A—800-800-100%$123.4K———
Crewe Advisors LLC
N/A—744-744-100%$114.8K———
Millstone Evans Group, LLC
N/A—731-731-100%$112.8K———
Prestige Wealth Management Group LLC
N/A—698-698-100%$107.7K———
JDM Financial Group LLC
N/A—696-696-100%$107.4K———
Colonial Trust Advisors
N/A—650-650-100%$100.3K———
Addison Advisors LLC
N/A—585-585-100%$90.3K———
Smartleaf Asset Management LLC
N/A—574-574-100%$87.9K———
Tiaa Wealth Investment Management LLC
N/A—518-518-100%$79.3K———
BFC Planning, Inc.
N/A—506-506-100%$78.0K———
AE Wealth Management LLC
N/A—468-468-100%$72.2K———
ST Germain D J Co Inc
N/A—431-431-100%$66.5K———
Front Row Advisors LLC
N/A—423-423-100%$67.0K———
Hantz Financial Services, Inc.
N/A—382-382-100%$59.0K———
Basepoint Wealth LLC
N/A—379-379-100%$58.5K———
Tower Research Capital LLC (TRC)
N/A—350-350-100%$54.0K———
Dunhill Financial, LLC
N/A—344-344-100%$53.1K———
Coston, McIsaac & Partners
N/A—337-337-100%$52.0K———
Qube Research & Technologies Ltd
N/A—323-323-100%$49.8K———
Westend Capital Management, LLC
N/A—290-290-100%$44.7K———
Westfuller Advisors, LLC
N/A—244-244-100%$37.6K———
FAS Wealth Partners, Inc.
N/A—220-220-100%$34.0K———
Financial Life Planners
N/A—186-186-100%$28.7K———
Heritage Wealth Advisors
N/A—165-165-100%$25.5K———
Integrity Financial Corp
N/A—142-142-100%$21.9K———
Tanglewood Legacy Advisors, LLC
N/A—104-104-100%$16.0K———
Bollard Group LLC
N/A—96-96-100%$15———
SHP Wealth Management
N/A—75-75-100%$11.5K———
Collier Financial
N/A—41-41-100%$6.4K———
Caldwell Sutter Capital, Inc.
N/A—15-15-100%$2.3K———
Private Wealth Asset Management, LLC
N/A—2-2-100%$309———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$143———
Showing 549 of 549 institutions