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Ishares Msci Eafe MIN VOL FA (EFAV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares949,315 from 932,387
Change+16,928 (+2%)
Value$86.5M (+$4.7M)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares682,769 from 702,769
Change-20,000 (-3%)
Value$62.2M (-$1.8M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares489,527 from 424,169
Change+65,358 (+15%)
Value$44.6M (+$7.4M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares435,549 from 439,002
Change-3,453 (-1%)
Value$39.7K (-$38.5M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares353,823 from 373,286
Change-19,463 (-5%)
Value$32.2M (-$500.6K)
Filed 2026-11-02
Amundi
DECREASED
Shares318,000 from 375,150
Change-57,150 (-15%)
Value$29.0M (-$3.9M)
Filed 2026-11-06
Facet Wealth, Inc.
DECREASED
Shares302,713 from 305,572
Change-2,859 (-1%)
Value$27.6M (+$781.5K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares294,143 from 296,316
Change-2,173 (-1%)
Value$26.8M (+$812.5K)
Filed 2026-11-02
Armbruster Capital Management, Inc.
INCREASED
Shares231,663 from 228,932
Change+2,731 (+1%)
Value$21.1M (+$1.0M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares227,887 from 192,591
Change+35,296 (+18%)
Value$20.8M (+$3.9M)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares200,063 from 204,864
Change-4,801 (-2%)
Value$18.2M (+$261.2K)
Filed 2026-10-22
ProVise Management Group, LLC
INCREASED
Shares187,871 from 159,820
Change+28,051 (+18%)
Value$17.1M (+$3.1M)
Filed 2026-11-06
Lester Murray Antman dba SimplyRich
INCREASED
Shares186,200 from 186,185
Change+15 (+0%)
Value$17.0M (+$636.6K)
Filed 2026-11-06
Symmetry Partners, LLC
INCREASED
Shares163,030 from 156,401
Change+6,629 (+4%)
Value$14.9M (+$1.1M)
Filed 2026-10-27
Ledyard National Bank
INCREASED
Shares158,422 from 153,015
Change+5,407 (+4%)
Value$14.4M (+$1.0M)
Filed 2026-10-21
Anderson Hoagland & Co
INCREASED
Shares153,102 from 147,790
Change+5,312 (+4%)
Value$14.7M (+$1.8M)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares146,872 from 148,952
Change-2,080 (-1%)
Value$13.4M (+$318.4K)
Filed 2026-11-06
Portfolio Design Labs, LLC
DECREASED
Shares132,383 from 169,473
Change-37,090 (-22%)
Value$12.1M (-$2.8M)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares113,250 from 113,016
Change+234 (+0%)
Value$10.3M (+$406.7K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares111,041 from 101,884
Change+9,157 (+9%)
Value$10.1M (+$1.2M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares105,098 from 106,332
Change-1,234 (-1%)
Value$9.6M (+$250.1K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares95,932 from 124,996
Change-29,064 (-23%)
Value$8.7M (-$2.2M)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares89,802 from 91,946
Change-2,144 (-2%)
Value$8.2M (+$118.2K)
Filed 2026-10-28
Cutler Investment Counsel LLC
DECREASED
Shares76,634 from 80,264
Change-3,630 (-5%)
Value$7.0M (-$57.1K)
Filed 2026-10-28
Well Done, LLC
INCREASED
Shares76,483 from 75,883
Change+600 (+1%)
Value$7.0M (+$313.4K)
Filed 2026-10-20
Elevation Capital Advisory, LLC
NEW
Shares75,800
Change+75,800
Value$6.9M
Filed 2026-10-29
Founders Financial Securities LLC
DECREASED
Shares65,816 from 66,332
Change-516 (-1%)
Value$6.0M (+$179.2K)
Filed 2026-10-28
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares65,261 from 59,346
Change+5,915 (+10%)
Value$5.9M (+$741.3K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares64,511 from 61,227
Change+3,284 (+5%)
Value$5.9M (+$402.3K)
Filed 2026-10-13
RHS Financial, LLC
INCREASED
Shares63,768 from 31,280
Change+32,488 (+104%)
Value$5.8M (+$3.1M)
Filed 2026-10-13
Aspiriant, LLC
INCREASED
Shares56,399 from 55,558
Change+841 (+2%)
Value$5.1M (+$266.1K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED
Shares53,193 from 54,659
Change-1,466 (-3%)
Value$4.8M (+$52.8K)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares51,281 from 50,230
Change+1,051 (+2%)
Value$4.7M (+$267.0K)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares49,633 from 52,215
Change-2,582 (-5%)
Value$4.5M (-$184.0K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares47,385 from 49,331
Change-1,946 (-4%)
Value$4.3M (-$9.2K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares45,499 from 43,633
Change+1,866 (+4%)
Value$4.1M (+$302.7K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
INCREASED
Shares43,183 from 40,162
Change+3,021 (+8%)
Value$3.9M (+$412.2K)
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares41,501
Change+41,501
Value$3.8M
Filed 2026-10-19
Rakuten Investment Management, Inc.
INCREASED
Shares39,871 from 33,220
Change+6,651 (+20%)
Value$3.6M (+$721.6K)
Filed 2026-10-30
Shore Point Advisors, LLC
DECREASED
Shares37,054 from 37,514
Change-460 (-1%)
Value$3.4M (+$86.0K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares36,811 from 25,736
Change+11,075 (+43%)
Value$3.4M (+$1.1M)
Filed 2026-10-16
BridgePort Financial Solutions, LLC
DECREASED
Shares33,590 from 34,008
Change-418 (-1%)
Value$3.1M (+$77.9K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares31,815 from 32,819
Change-1,004 (-3%)
Value$2.9M (+$20.5K)
Filed 2026-10-20
Vaughan & Co Securities, Inc.
DECREASED
Shares31,240 from 31,301
Change-61 (0%)
Value$2.8M (+$101.2K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares30,433 from 30,303
Change+130 (+0%)
Value$2.8M (+$115.2K)
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares30,384 from 30,384
Change0 (0%)
Value$2.8M (+$103.6K)
Filed 2026-11-06
Prism Advisors, Inc.
DECREASED
Shares30,195 from 30,314
Change-119 (0%)
Value$2.8M (+$97.7K)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares27,594 from 27,620
Change-26 (0%)
Value$2.5M (+$91.8K)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares27,394 from 26,968
Change+426 (+2%)
Value$2.5M (+$130.8K)
Filed 2026-10-14
Brickley Wealth Management
DECREASED
Shares25,315 from 26,950
Change-1,635 (-6%)
Value$2.3M (-$57.1K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares24,485 from 25,311
Change-826 (-3%)
Value$2.2M (+$11.1K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares23,501 from 23,083
Change+418 (+2%)
Value$2.1M (+$116.8K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares23,215 from 21,833
Change+1,382 (+6%)
Value$2.1M (+$200.4K)
Filed 2026-11-05
CGN Advisors LLC
INCREASED
Shares23,129 from 23,051
Change+78 (+0%)
Value$2.1M (+$85.7K)
Filed 2026-10-21
Friedenthal Financial
INCREASED
Shares21,993 from 21,968
Change+25 (+0%)
Value$2.0M (+$77.2K)
Filed 2026-10-27
Klingman & Associates, LLC
DECREASED
Shares21,626 from 21,671
Change-45 (0%)
Value$2.0M (+$69.8K)
Filed 2026-10-20
Global Assets Advisory, LLC
INCREASED
Shares20,773 from 20,568
Change+205 (+1%)
Value$1.9M (+$94.1K)
Filed 2026-10-28
McNaughton Wealth Management, LLC
DECREASED
Shares20,079 from 20,506
Change-427 (-2%)
Value$1.8M (+$31.0K)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares20,021 from 18,458
Change+1,563 (+8%)
Value$1.8M (+$205.4K)
Filed 2026-10-23
Harpswell Capital Advisors, LLC
NEW
Shares19,856
Change+19,856
Value$1.8M
Filed 2026-10-09
Investment Partners, Ltd.
INCREASED
Shares19,234 from 9,617
Change+9,617 (+100%)
Value$1.8M (+$909.1K)
Filed 2026-10-29
Breakwater Capital Group
DECREASED
Shares18,880 from 19,053
Change-173 (-1%)
Value$1.7M (+$49.2K)
Filed 2026-10-09
Brown Wealth Management, LLC
DECREASED
Shares18,871 from 20,645
Change-1,774 (-9%)
Value$1.7M (-$91.2K)
Filed 2026-10-20
Sawgrass Asset Management LLC
UNCHANGED
Shares18,339 from 18,339
Change0 (0%)
Value$1.7M (+$62.5K)
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares18,027 from 18,115
Change-88 (0%)
Value$1.6M (+$53.8K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
INCREASED
Shares17,297 from 14,516
Change+2,781 (+19%)
Value$1.6M (+$249.8K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares16,594 from 16,594
Change0 (0%)
Value$1.5M (+$56.6K)
Filed 2026-10-15
Peterson Wealth Advisors, LLC
DECREASED
Shares16,039 from 16,080
Change-41 (0%)
Value$1.5M (+$51.1K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares15,725 from 16,107
Change-382 (-2%)
Value$1.4M (+$20.1K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
DECREASED
Shares15,721 from 15,795
Change-74 (0%)
Value$1.5M (+$56.2K)
Filed 2026-10-21
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares15,708 from 16,860
Change-1,152 (-7%)
Value$1.4M (-$47.5K)
Filed 2026-11-03
TPG Advisors LLC
DECREASED
Shares15,609 from 15,981
Change-372 (-2%)
Value$1.4M (+$20.6K)
Filed 2026-10-16
Ibex Wealth Advisors
INCREASED
Shares15,191 from 14,166
Change+1,025 (+7%)
Value$1.4M (+$141.8K)
Filed 2026-11-06
Focus Financial Network, Inc.
DECREASED
Shares15,100 from 17,401
Change-2,301 (-13%)
Value$1.4M (-$150.4K)
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares15,072
Change+15,072
Value$1.4M
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares15,072 from 15,072
Change0 (0%)
Value$1.4M (+$51.4K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED
Shares14,998 from 14,998
Change0 (0%)
Value$1.4K (+$52)
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares14,934 from 14,533
Change+401 (+3%)
Value$1.4M (+$86.1K)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares14,679 from 14,981
Change-302 (-2%)
Value$1.3M (+$23.6K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares14,611 from 10,274
Change+4,337 (+42%)
Value$1.3M (+$430.1K)
Filed 2026-11-06
TSG Advice Partners, LLC
NEW
Shares14,405
Change+14,405
Value$1.3M
Filed 2026-10-29
Moneco Advisors, LLC
DECREASED
Shares14,048 from 15,357
Change-1,309 (-9%)
Value$1.3M (-$66.9K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares13,947
Change+13,947
Value$1.3M
Filed 2026-10-16
Fifth Third Securities, Inc.
DECREASED
Shares13,913 from 14,339
Change-426 (-3%)
Value$1.3M (+$10.1K)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares13,874 from 13,458
Change+416 (+3%)
Value$1.3M (+$155.0K)
Filed 2026-11-04
Asset Management One Co., Ltd.
NEW
Shares13,861
Change+13,861
Value$1.3M
Filed 2026-10-27
HBK Sorce Advisory LLC
DECREASED
Shares13,830 from 14,897
Change-1,067 (-7%)
Value$1.3M (-$46.2K)
Filed 2026-11-06
Waldron Private Wealth LLC
UNCHANGED
Shares13,521 from 13,521
Change0 (0%)
Value$1.2M (+$46.1K)
Filed 2026-11-02
Cassia Capital Partners, LLC
NEW
Shares13,428
Change+13,428
Value$1.2M
Filed 2026-11-04
M Holdings Securities, Inc.
DECREASED
Shares13,215 from 15,220
Change-2,005 (-13%)
Value$1.3K (-$1.3M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares13,069 from 12,608
Change+461 (+4%)
Value$1.2M (+$85.0K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares12,410 from 12,583
Change-173 (-1%)
Value$1.1M (+$27.1K)
Filed 2026-10-22
Clear Wave Wealth Management LLC
DECREASED
Shares12,373 from 12,571
Change-198 (-2%)
Value$1.1M (+$24.8K)
Filed 2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED
Shares11,900 from 11,900
Change0 (0%)
Value$1.1M (+$40.6K)
Filed 2026-10-14
Versant Capital Management, Inc
UNCHANGED
Shares11,194 from 11,194
Change0 (0%)
Value$1.0M (+$38.2K)
Filed 2026-10-02
Shira Ridge Wealth Management
DECREASED
Shares11,064 from 11,111
Change-47 (0%)
Value$1.0M (+$33.6K)
Filed 2026-10-09
CFG Wealth Management Services, Inc.
DECREASED
Shares10,983 from 10,991
Change-8 (0%)
Value$994.0K (-$2.6K)
Filed 2026-10-21
Ellis Investment Partners, LLC
DECREASED
Shares10,847 from 11,040
Change-193 (-2%)
Value$988.4K (+$20.1K)
Filed 2026-10-21
Clark Asset Management, LLC
UNCHANGED
Shares10,799 from 10,799
Change0 (0%)
Value$984.0K (+$36.8K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
UNCHANGED
Shares10,455 from 10,455
Change0 (0%)
Value$952.7K (+$35.7K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
NEW
Shares10,272
Change+10,272
Value$936.0K
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares10,189 from 10,137
Change+52 (+1%)
Value$893.6K (+$4.5K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares9,903 from 7,205
Change+2,698 (+37%)
Value$902.4K (+$270.4K)
Filed 2026-10-29
Sweeney & Michel, LLC
UNCHANGED
Shares9,857 from 9,857
Change0 (0%)
Value$898.2K (-$30.9K)
Filed 2026-10-16
Lexington Hill Partners, LLC
UNCHANGED
Shares9,820 from 9,820
Change0 (0%)
Value$894.8K (+$33.5K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares9,740 from 10,607
Change-867 (-8%)
Value$886.6K (-$57.6K)
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares9,668 from 9,668
Change0 (0%)
Value$880.9K (+$33.0K)
Filed 2026-10-05
Patriot Investment Management Group, Inc.
INCREASED
Shares9,421 from 8,763
Change+658 (+8%)
Value$858.5K (+$89.8K)
Filed 2026-10-15
Citizens Financial Group Inc
DECREASED
Shares9,366 from 15,280
Change-5,914 (-39%)
Value$853.4K (-$486.7K)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares9,303 from 9,344
Change-41 (0%)
Value$847.7K (+$28.2K)
Filed 2026-10-16
Private Advisory Group LLC
INCREASED
Shares9,231 from 8,967
Change+264 (+3%)
Value$841.1K (+$54.6K)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares9,231 from 9,008
Change+223 (+2%)
Value$839.0K (+$48.0K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares9,180 from 11,567
Change-2,387 (-21%)
Value$836.5K (-$178.1K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares9,022 from 9,081
Change-59 (-1%)
Value$822.1K (+$25.6K)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares8,966 from 9,539
Change-573 (-6%)
Value$842.5K (-$30.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares8,966 from 9,539
Change-573 (-6%)
Value$842.5K (-$30.7K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares8,716 from 9,432
Change-716 (-8%)
Value$794 (-$826.2K)
Filed 2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares8,414 from 9,316
Change-902 (-10%)
Value$766.7K (-$50.4K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares8,408 from 8,295
Change+113 (+1%)
Value$766.1K (+$38.5K)
Filed 2026-10-08
Wesbanco Bank Inc
DECREASED
Shares8,319 from 9,166
Change-847 (-9%)
Value$758.0K (-$45.9K)
Filed 2026-11-04
Portland Financial Advisors Inc
UNCHANGED
Shares7,836 from 7,836
Change0 (0%)
Value$714.0K (+$26.7K)
Filed 2026-10-26
Black Diamond Financial, LLC
UNCHANGED
Shares7,774 from 7,774
Change0 (0%)
Value$708.4K (+$26.5K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
UNCHANGED
Shares7,744 from 7,744
Change0 (0%)
Value$705.6K (+$26.4K)
Filed 2026-10-13
10Elms LLP
INCREASED
Shares7,586 from 2,059
Change+5,527 (+268%)
Value$691.2K (+$510.6K)
Filed 2026-11-06
Heck Capital Advisors, LLC
UNCHANGED
Shares7,321 from 7,321
Change0 (0%)
Value$667.1K (+$25.0K)
Filed 2026-10-14
Moulton Wealth Management, Inc
DECREASED
Shares7,188 from 7,247
Change-59 (-1%)
Value$650.5K (+$18.1K)
Filed 2026-10-13
Lantz Financial LLC
INCREASED
Shares7,170 from 7,095
Change+75 (+1%)
Value$653.4K (+$31.1K)
Filed 2026-10-15
KFG LLC
NEW
Shares7,131
Change+7,131
Value$649.8K
Filed 2026-11-02
Level Four Advisory Services, LLC
INCREASED
Shares7,075 from 7,067
Change+8 (+0%)
Value$644.7K (+$24.8K)
Filed 2026-11-06
1900 Wealth Management LLC
UNCHANGED
Shares7,018 from 7,018
Change0 (0%)
Value$639.5K (+$23.9K)
Filed 2026-10-13
Cowa, LLC
DECREASED
Shares6,980 from 7,497
Change-517 (-7%)
Value$636.1K (-$21.5K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
UNCHANGED
Shares6,964 from 6,964
Change0 (0%)
Value$634.6K (+$23.7K)
Filed 2026-10-29
Pacific Center for Financial Services
DECREASED
Shares6,939 from 7,273
Change-334 (-5%)
Value$632.3K (-$5.6K)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares6,746 from 6,746
Change0 (0%)
Value$614.7K (+$23.0K)
Filed 2026-11-03
Aspect Partners, LLC
INCREASED
Shares6,731 from 5,280
Change+1,451 (+27%)
Value$613.3K (+$150.2K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
DECREASED
Shares6,658 from 6,744
Change-86 (-1%)
Value$606.7K (+$15.2K)
Filed 2026-10-16
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares6,561 from 6,561
Change0 (0%)
Value$597.9K (+$22.4K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares6,478 from 3,921
Change+2,557 (+65%)
Value$590.3K (+$246.4K)
Filed 2026-10-19
Mascoma Wealth Management LLC
DECREASED
Shares6,420 from 7,008
Change-588 (-8%)
Value$585.0K (-$29.7K)
Filed 2026-10-23
Creekside Partners
UNCHANGED
Shares6,396 from 6,396
Change0 (0%)
Value$582.8K (+$21.8K)
Filed 2026-11-04
Kathmere Capital Management, LLC
UNCHANGED
Shares6,310 from 6,310
Change0 (0%)
Value$575.0K (+$21.5K)
Filed 2026-10-20
Wolff Financial Management LLC
UNCHANGED
Shares6,270 from 6,270
Change0 (0%)
Value$571.3K (+$21.4K)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares6,084 from 6,309
Change-225 (-4%)
Value$554 (-$552.4K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
NEW
Shares6,007
Change+6,007
Value$547.4K
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares5,999 from 5,237
Change+762 (+15%)
Value$546.6K (+$87.2K)
Filed 2026-11-03
Aries Wealth Management
UNCHANGED
Shares5,990 from 5,990
Change0 (0%)
Value$545.8K (+$20.4K)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares5,988 from 161
Change+5,827 (+3619%)
Value$568.7K (+$554.5K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares5,896 from 5,833
Change+63 (+1%)
Value$540.3K (+$28.7K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares5,665 from 5,665
Change0 (0%)
Value$516.2K (+$19.3K)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
NEW
Shares5,536
Change+5,536
Value$504.4K
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares5,508 from 5,553
Change-45 (-1%)
Value$501.9K (+$14.8K)
Filed 2026-10-27
Sowell Financial Services LLC
INCREASED
Shares5,407 from 3,332
Change+2,075 (+62%)
Value$492.7K (+$200.4K)
Filed 2026-10-23
Heirloom Wealth Management
UNCHANGED
Shares5,264 from 5,264
Change0 (0%)
Value$479.7K (+$18.0K)
Filed 2026-10-14
QTR Family Wealth, LLC
DECREASED
Shares5,117 from 5,722
Change-605 (-11%)
Value$466.3K (-$35.6K)
Filed 2026-11-02
Citizens National Bank Trust Department
DECREASED
Shares5,059 from 5,102
Change-43 (-1%)
Value$461.0K (+$13.5K)
Filed 2026-11-04
Opus Financial Solutions LLC
INCREASED
Shares5,050 from 4,830
Change+220 (+5%)
Value$460.2K (+$36.5K)
Filed 2026-11-06
River's Edge Wealth Management, LLC
DECREASED
Shares5,009 from 5,168
Change-159 (-3%)
Value$473.5K (+$7.5K)
Filed 2026-10-19
K2 Financial Inc.
INCREASED
Shares4,886 from 4,870
Change+16 (+0%)
Value$447.9K (+$13.1K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
DECREASED
Shares4,758 from 4,769
Change-11 (0%)
Value$433.5K (+$15.3K)
Filed 2026-10-19
Sage Mountain Advisors LLC
UNCHANGED
Shares4,755 from 4,755
Change0 (0%)
Value$433.3K (+$16.2K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares4,698 from 4,873
Change-175 (-4%)
Value$428.1K (+$671)
Filed 2026-10-15
Richardson Financial Services Inc.
INCREASED
Shares4,676 from 4,376
Change+300 (+7%)
Value$426.0K (+$42.2K)
Filed 2026-10-30
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares4,664 from 4,664
Change0 (0%)
Value$425.0K (+$15.9K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares4,656 from 3,866
Change+790 (+20%)
Value$424.3K (+$85.2K)
Filed 2026-11-03
WBH Advisory Inc
UNCHANGED
Shares4,652 from 4,652
Change0 (0%)
Value$423.9K (+$15.9K)
Filed 2026-11-05
Landaas & Co
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$423.7K (+$15.9K)
Filed 2026-10-29
Blankinship & Foster, LLC
UNCHANGED
Shares4,544 from 4,544
Change0 (0%)
Value$414.1K (+$15.5K)
Filed 2026-10-19
AMG National Trust Bank
DECREASED
Shares4,492 from 4,547
Change-55 (-1%)
Value$409.3K (+$10.5K)
Filed 2026-11-05
Goldstein Advisors, LLC
DECREASED
Shares4,456 from 4,481
Change-25 (-1%)
Value$406.0K (+$13.0K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,440 from 4,440
Change0 (0%)
Value$404.6K (+$15.1K)
Filed 2026-10-23
Hibernia Wealth Partners, LLC
DECREASED
Shares4,383 from 4,418
Change-35 (-1%)
Value$399.4K (+$12.0K)
Filed 2026-10-29
Strategic Wealth Advisors LLC
UNCHANGED
Shares4,378 from 4,378
Change0 (0%)
Value$398.9K (+$398.5K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,376 from 4,376
Change0 (0%)
Value$398.7K (+$14.9K)
Filed 2026-10-15
James J. Burns & Company, LLC
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$398.1K (+$14.9K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares4,326 from 3,065
Change+1,261 (+41%)
Value$400.6K (+$131.8K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares4,281 from 4,514
Change-233 (-5%)
Value$390.1K (-$5.8K)
Filed 2026-10-16
Visionary Wealth Advisors
UNCHANGED
Shares4,272 from 4,272
Change0 (0%)
Value$389.2K (+$14.6K)
Filed 2026-11-04
Sage Capital Advisors,llc
UNCHANGED
Shares4,194 from 4,194
Change0 (0%)
Value$382.2K (+$14.3K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares4,193 from 4,678
Change-485 (-10%)
Value$382.0K (-$28.3K)
Filed 2026-10-20
Insight Wealth Strategies, LLC
UNCHANGED
Shares4,180 from 4,180
Change0 (0%)
Value$380.9K (+$16.3K)
Filed 2026-10-09
TME Financial, Inc.
UNCHANGED
Shares4,177 from 4,177
Change0 (0%)
Value$380.6K (+$14.2K)
Filed 2026-10-14
SteelPeak Wealth, LLC
INCREASED
Shares4,166 from 3,836
Change+330 (+9%)
Value$379.6K (+$43.2K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares4,099 from 4,184
Change-85 (-2%)
Value$379.0K (+$12.1K)
Filed 2026-10-15
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares4,053 from 4,053
Change0 (0%)
Value$369.3K (+$13.8K)
Filed 2026-10-23
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares4,042 from 4,042
Change0 (0%)
Value$368.3K (+$13.8K)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares4,007 from 4,007
Change0 (0%)
Value$365.1K (+$13.7K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares3,916 from 3,933
Change-17 (0%)
Value$356.8K (+$11.9K)
Filed 2026-11-03
Urban Wealth Management, LLC
UNCHANGED
Shares3,915 from 3,915
Change0 (0%)
Value$356.7K (+$13.4K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$352.9K (+$10.9K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares3,856 from 3,921
Change-65 (-2%)
Value$351.3K (+$7.4K)
Filed 2026-11-06
National Wealth Management Group, LLC
DECREASED
Shares3,835 from 3,857
Change-22 (-1%)
Value$349.4K (+$11.1K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares3,805 from 3,863
Change-58 (-1%)
Value$346.7K (+$7.9K)
Filed 2026-10-26
Centurion Wealth Management LLC
UNCHANGED
Shares3,781 from 3,781
Change0 (0%)
Value$344.5K (+$12.9K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$343.9K (+$12.9K)
Filed 2026-11-04
Invested Advisors
INCREASED
Shares3,714 from 3,406
Change+308 (+9%)
Value$338.4K (+$39.7K)
Filed 2026-10-23
Sigma Planning Corp
NEW
Shares3,652
Change+3,652
Value$324.6K
Filed 2026-10-23
Veery Capital, LLC
INCREASED
Shares3,460 from 3,438
Change+22 (+1%)
Value$315.3K (+$13.7K)
Filed 2026-10-07
Livet Wealth, LLC
DECREASED
Shares3,442 from 3,449
Change-7 (0%)
Value$313.6K (+$11.1K)
Filed 2026-10-27
Baker Avenue Asset Management, LP
DECREASED
Shares3,409 from 3,494
Change-85 (-2%)
Value$310.6K (+$4.2K)
Filed 2026-11-06
BLB&B Advisors, LLC
NEW
Shares3,401
Change+3,401
Value$309.9K
Filed 2026-10-27
High Net Worth Advisory Group LLC
DECREASED
Shares3,345 from 3,361
Change-16 (0%)
Value$304.8K (+$10.0K)
Filed 2026-10-26
Peak Financial Management, Inc.
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$304.1K (+$11.4K)
Filed 2026-10-16
Arwa LLC
UNCHANGED
Shares3,307 from 3,307
Change0 (0%)
Value$305.7K (+$7.2K)
Filed 2026-10-21
Rare Wolf Capital LLC
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$293.0K (+$11.0K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares3,212 from 3,124
Change+88 (+3%)
Value$292.7K (+$18.7K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares3,188 from 3,072
Change+116 (+4%)
Value$290.5K (+$21.0K)
Filed 2026-11-04
Fisher Asset Management, LLC
NEW
Shares3,163
Change+3,163
Value$288.2K
Filed 2026-11-06
Wedmont Private Capital
UNCHANGED
Shares3,152 from 3,152
Change0 (0%)
Value$287.7K (+$5.3K)
Filed 2026-10-09
First Citizens Financial Corp
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$286.4K (+$10.7K)
Filed 2026-10-02
Fulton Bank, N.A.
UNCHANGED
Shares3,131 from 3,131
Change0 (0%)
Value$285.3K (+$10.7K)
Filed 2026-10-14
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$284.3K (+$10.6K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares3,040 from 2,605
Change+435 (+17%)
Value$277.0K (+$48.5K)
Filed 2026-10-23
Blue Zone Wealth Advisors, LLC
INCREASED
Shares3,013 from 2,963
Change+50 (+2%)
Value$274.5K (+$14.6K)
Filed 2026-10-19
Midwest Trust Co
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$274.5K (+$10.3K)
Filed 2026-10-22
Valmark Advisers, Inc.
INCREASED
Shares2,997 from 2,480
Change+517 (+21%)
Value$273.1K (+$55.5K)
Filed 2026-11-06
One Way Holdings LLC
DECREASED
Shares2,979 from 3,506
Change-527 (-15%)
Value$271.4K (-$36.1K)
Filed 2026-10-29
Claro Advisors Inc.
DECREASED
Shares2,944 from 2,965
Change-21 (-1%)
Value$268.3K (+$8.2K)
Filed 2026-11-02
Invariant Investment Management
DECREASED
Shares2,921 from 2,976
Change-55 (-2%)
Value$265.7K (-$4)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,905 from 3,151
Change-246 (-8%)
Value$264.7K (-$11.7K)
Filed 2026-10-23
PDS Planning, Inc
UNCHANGED
Shares2,868 from 2,868
Change0 (0%)
Value$261.3K (+$9.8K)
Filed 2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED
Shares2,849 from 2,788
Change+61 (+2%)
Value$259.6K (+$10.4K)
Filed 2026-10-19
Elevate Wealth Advisory, Inc
DECREASED
Shares2,848 from 3,041
Change-193 (-6%)
Value$259.5K (-$7.2K)
Filed 2026-10-29
RFG Advisory, LLC
NEW
Shares2,823
Change+2,823
Value$257.2K
Filed 2026-11-03
Apeiron RIA LLC
NEW
Shares2,822
Change+2,822
Value$255.4K
Filed 2026-10-08
Principal Financial Group Inc
DECREASED
Shares2,705 from 3,258
Change-553 (-17%)
Value$246.5K (-$39.3K)
Filed 2026-11-02
180 Wealth Advisors, LLC
DECREASED
Shares2,693 from 2,753
Change-60 (-2%)
Value$245.4K (+$3.9K)
Filed 2026-11-03
Warner Financial, Inc
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$243.8K (+$9.1K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares2,662 from 4,293
Change-1,631 (-38%)
Value$242.6K (-$134.0K)
Filed 2026-10-15
Basso Capital Management, L.P.
UNCHANGED
Shares2,646 from 2,646
Change0 (0%)
Value$241.1K (+$9.0K)
Filed 2026-10-30
Indivisible Partners
NEW
Shares2,640
Change+2,640
Value$240.6K
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$234.5K (+$8.8K)
Filed 2026-10-09
Balefire, LLC
NEW
Shares2,543
Change+2,543
Value$231.7K
Filed 2026-10-09
Straight Path Wealth Management
UNCHANGED
Shares2,446 from 2,446
Change0 (0%)
Value$222.9K (+$8.3K)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$220.4K (+$8.2K)
Filed 2026-11-03
Sensible Money, LLC
UNCHANGED
Shares2,382 from 2,382
Change0 (0%)
Value$217.0K (+$8.1K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
DECREASED
Shares2,359 from 2,405
Change-46 (-2%)
Value$214.9K (+$4.0K)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$215.0K (+$8.0K)
Filed 2026-10-23
Florida Trust Wealth Management Co
DECREASED
Shares2,349 from 2,365
Change-16 (-1%)
Value$214.0K (+$6.6K)
Filed 2026-11-05
Marks Group Wealth Management, Inc
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$211.6K (+$7.9K)
Filed 2026-11-05
Oak Asset Management, LLC
NEW
Shares2,313
Change+2,313
Value$210.8K
Filed 2026-10-13
Keenan, LLC
DECREASED
Shares2,297 from 3,342
Change-1,045 (-31%)
Value$209.3K (-$83.8K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
NEW
Shares2,256
Change+2,256
Value$205.6K
Filed 2026-11-05
Meridian Financial Advisors, LLC
NEW
Shares2,251
Change+2,251
Value$205.1K
Filed 2026-10-14
Gen-Wealth Partners Inc
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$204.6K (+$7.7K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares2,242 from 873
Change+1,369 (+157%)
Value$204.3K (+$127.7K)
Filed 2026-11-04
Ackerman Capital Advisors, LLC
NEW
Shares2,198
Change+2,198
Value$200.3K
Filed 2026-10-30
Entrust Financial LLC
UNCHANGED
Shares2,178 from 2,178
Change0 (0%)
Value$198.5K (+$7.4K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares2,047 from 3,110
Change-1,063 (-34%)
Value$186.5K (-$86.3K)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$142.3K (+$5.3K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares1,437
Change+1,437
Value$131.0K
Filed 2026-10-21
Silver Grove Financial Group, Inc.
INCREASED
Shares1,248 from 1,078
Change+170 (+16%)
Value$113.7K (+$19.2K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$112.4K (+$4.2K)
Filed 2026-10-14
Barrett & Company, Inc.
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$110.4K (+$4.1K)
Filed 2026-10-22
Nemes Rush Group LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$105.0K (+$3.9K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares1,065 from 1,078
Change-13 (-1%)
Value$98.1K (+$3.6K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares1,005 from 720
Change+285 (+40%)
Value$91.6K (+$28.4K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$91.5K (+$3.4K)
Filed 2026-10-13
John Boyer, Inc.
NEW
Shares998
Change+998
Value$91.0K
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares919
Change+919
Value$83.7K
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$81.8K (+$3.1K)
Filed 2026-10-20
United Community Bank
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$77.5K (+$2.9K)
Filed 2026-10-28
Noble Wealth Management PBC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$76.6K (+$2.9K)
Filed 2026-10-01
Provident Wealth Management, LLC
DECREASED
Shares703 from 875
Change-172 (-20%)
Value$64.1K (-$12.7K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$58.6K (+$2.2K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$55.9K (+$2.1K)
Filed 2026-10-07
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$52.8K (+$1.1K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares560 from 460
Change+100 (+22%)
Value$51.0K (+$10.7K)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$49.9K (+$1.9K)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares525 from 596
Change-71 (-12%)
Value$47.8K (-$4.4K)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$45.8K (+$1.7K)
Filed 2026-11-05
CKW Financial Group
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$45 (-$44.0K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
DECREASED
Shares484 from 503
Change-19 (-4%)
Value$44.1K (-$17)
Filed 2026-10-23
Russell Investments Group, Ltd.
INCREASED
Shares472 from 1
Change+471 (+47100%)
Value$43.1K (+$43.0K)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$42.8K (+$1.6K)
Filed 2026-10-26
WPG Advisers, LLC
DECREASED
Shares441 from 454
Change-13 (-3%)
Value$40.2K (+$364)
Filed 2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$39.7K (+$1.4K)
Filed 2026-10-20
SYM Financial Corp
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$39.5K (+$1.5K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$39.5K (+$1.5K)
Filed 2026-11-02
Bullock Wealth Management Group
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$37.5K (+$1.4K)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares411 from 502
Change-91 (-18%)
Value$37.5K (-$6.6K)
Filed 2026-10-08
Fairscale Capital, LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$39.0K (+$3.5K)
Filed 2026-11-04
Townsend Asset Management Corp
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$34.1K (+$1.3K)
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$33.3K (+$1.2K)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$33.1K (+$1.2K)
Filed 2026-10-21
Hanson & Doremus Investment Management
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$33 (-$32.0K)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$32.3K (+$1.2K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$29.1K (+$1.1K)
Filed 2026-10-07
Bfsg, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$28.8K (+$1.1K)
Filed 2026-10-30
Citigroup Inc
NEW
Shares300
Change+300
Value$27.3K
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$26.8K (+$1.0K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$26.6K (+$996)
Filed 2026-10-26
Bayban
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$23.4K ($0)
Filed 2026-11-05
Central Trust Co
INCREASED
Shares263 from 163
Change+100 (+61%)
Value$24.0K (+$9.7K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$23.0K (+$860)
Filed 2026-11-04
Caldwell Trust Co
DECREASED
Shares212 from 237
Change-25 (-11%)
Value$19.3K (-$1.5K)
Filed 2026-10-30
Compass Wealth Management LLC
NEW
Shares191
Change+191
Value$17.4K
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares188
Change+188
Value$17.1K
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$17.1K (+$642)
Filed 2026-10-07
JFS Wealth Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$16.4K (+$614)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$15.6K (+$583)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$15 (+$1)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$12.7K (+$477)
Filed 2026-10-19
Putney Financial Group LLC
NEW
Shares129
Change+129
Value$11.8K
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$11.7K (+$436)
Filed 2026-11-02
Gamma Investing LLC
DECREASED
Shares121 from 123
Change-2 (-2%)
Value$11.0K (+$238)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
NEW
Shares97
Change+97
Value$8.8K
Filed 2026-10-15
CX Institutional
DECREASED
Shares77 from 434
Change-357 (-82%)
Value$7 (-$31)
Filed 2026-10-02
Jnba Financial Advisors
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.8K (+$255)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.7K (+$252)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares70
Change+70
Value$6.4K
Filed 2026-11-02
Godsey & Gibb, Inc
NEW
Shares62
Change+62
Value$5.7K
Filed 2026-10-14
First Command Advisory Services, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$5.6K (+$211)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.8K (+$180)
Filed 2026-10-05
Grove Bank & Trust
NEW
Shares51
Change+51
Value$4.6K
Filed 2026-10-08
Addison Advisors LLC
NEW
Shares42
Change+42
Value$3.8K
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares42 from 37
Change+5 (+14%)
Value$3.8K (+$582)
Filed 2026-10-13
Decker Retirement Planning Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.7K (+$139)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares37 from 67
Change-30 (-45%)
Value$3.4K (-$2.5K)
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.3K (+$123)
Filed 2026-10-23
Community Financial Services Group, LLC
NEW
Shares32
Change+32
Value$2.9K
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.9K (+$110)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.6K (+$96)
Filed 2026-10-26
Blueline Advisors LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.0K (+$75)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.0K (+$75)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
NEW
Shares20
Change+20
Value$1.8K
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.6K (+$58)
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares16 from 6
Change+10 (+167%)
Value$1.5K (+$932)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.3K (+$48)
Filed 2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$455 (+$17)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$364 (+$13)
Filed 2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$272 (+$10)
Filed 2026-11-02
Networth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$186 (+$7)
Filed 2026-11-03
Frontier Asset Management, LLC
CLOSED
Shares0 from 26,273
Change-26,273 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 7,890
Change-7,890 (-100%)
Value$0 (-$692.0K)
Filed 2026-11-04
Ceera Investments, LLC
CLOSED
Shares0 from 4,090
Change-4,090 (-100%)
Value$0 (-$358.7K)
Filed 2026-11-02
Stablepoint Partners, LLC
CLOSED
Shares0 from 3,528
Change-3,528 (-100%)
Value$0 (-$309.4K)
Filed 2026-11-03
Catalyst Investment Management LLC
CLOSED
Shares0 from 2,920
Change-2,920 (-100%)
Value$0 (-$256.1K)
Filed 2026-10-21
Pathway Financial Advisors LLC
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$242.5K)
Filed 2026-10-07
Christensen, King & Associates Investment Services, Inc.
CLOSED
Shares0 from 2,548
Change-2,548 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,444
Change-1,444 (-100%)
Value$0 (-$126.7K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 1,375
Change-1,375 (-100%)
Value$0 (-$120.6K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 901
Change-901 (-100%)
Value$0 (-$78.6K)
Filed 2026-11-02
Brooklyn FI, LLC
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$47.9K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-09
BankPlus Trust Department
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-15
Sims Investment Management, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
FMR LLC
N/A
Shares— from 7,315,650
Change-7,315,650 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,650,415
Change-3,650,415 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,649,436
Change-3,649,436 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,634,646
Change-2,634,646 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,671,587
Change-1,671,587 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,099,071
Change-1,099,071 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,036,742
Change-1,036,742 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 779,547
Change-779,547 (-100%)
Value—
UBS Group AG
N/A
Shares— from 683,106
Change-683,106 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 679,207
Change-679,207 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 650,611
Change-650,611 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 636,096
Change-636,096 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 575,586
Change-575,586 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 487,681
Change-487,681 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 381,992
Change-381,992 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 376,075
Change-376,075 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 363,824
Change-363,824 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 320,615
Change-320,615 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 233,033
Change-233,033 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 209,918
Change-209,918 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 196,194
Change-196,194 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 169,268
Change-169,268 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 138,907
Change-138,907 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 138,825
Change-138,825 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 122,535
Change-122,535 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 119,482
Change-119,482 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 114,028
Change-114,028 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 110,680
Change-110,680 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 105,524
Change-105,524 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 103,567
Change-103,567 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 94,453
Change-94,453 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 86,391
Change-86,391 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 84,562
Change-84,562 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 84,324
Change-84,324 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 79,705
Change-79,705 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 79,407
Change-79,407 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 77,119
Change-77,119 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 74,006
Change-74,006 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 70,045
Change-70,045 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 68,756
Change-68,756 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 65,785
Change-65,785 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 64,025
Change-64,025 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 62,890
Change-62,890 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 58,090
Change-58,090 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,970
Change-57,970 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 52,845
Change-52,845 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 52,463
Change-52,463 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 51,547
Change-51,547 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 51,015
Change-51,015 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 45,669
Change-45,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 44,716
Change-44,716 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 43,093
Change-43,093 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,162
Change-40,162 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,079
Change-40,079 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 39,508
Change-39,508 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 38,188
Change-38,188 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 38,166
Change-38,166 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 37,774
Change-37,774 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 36,835
Change-36,835 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 36,419
Change-36,419 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 30,830
Change-30,830 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 30,707
Change-30,707 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,374
Change-29,374 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 28,725
Change-28,725 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 28,495
Change-28,495 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,409
Change-28,409 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 28,009
Change-28,009 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,494
Change-27,494 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 27,381
Change-27,381 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 26,453
Change-26,453 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 26,178
Change-26,178 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,610
Change-25,610 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 24,765
Change-24,765 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,550
Change-24,550 (-100%)
Value—
&partners
N/A
Shares— from 23,392
Change-23,392 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,880
Change-19,880 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,849
Change-19,849 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,092
Change-19,092 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 18,568
Change-18,568 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 18,372
Change-18,372 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 17,827
Change-17,827 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,337
Change-17,337 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 15,640
Change-15,640 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 15,142
Change-15,142 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 14,912
Change-14,912 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,270
Change-14,270 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,098
Change-13,098 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,307
Change-12,307 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,176
Change-12,176 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,936
Change-11,936 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 11,729
Change-11,729 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,219
Change-10,219 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 10,120
Change-10,120 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,653
Change-9,653 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,419
Change-9,419 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,293
Change-9,293 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 9,285
Change-9,285 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8,137
Change-8,137 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,657
Change-7,657 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,296
Change-7,296 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,170
Change-7,170 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,059
Change-7,059 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 7,058
Change-7,058 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,496
Change-6,496 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,789
Change-5,789 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,693
Change-5,693 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 5,231
Change-5,231 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 984
Change-984 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 846
Change-846 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 843
Change-843 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 580
Change-580 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 527
Change-527 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 514
Change-514 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 319
Change-319 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 291
Change-291 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 268
Change-268 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 217
Change-217 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 177
Change-177 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 142
Change-142 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 93
Change-93 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Motco
N/A
Shares— from 39
Change-39 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4
Change-4 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED949,315932,387+16,928+2%$81.8M$86.5M+$4.7M2026-11-06
Securian Asset Management, Inc
DECREASED682,769702,769-20,000-3%$64.0M$62.2M-$1.8M2026-11-06
Assetmark, Inc
INCREASED489,527424,169+65,358+15%$37.2M$44.6M+$7.4M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED435,549439,002-3,453-1%$38.5M$39.7K-$38.5M2026-11-02
Creative Planning
DECREASED353,823373,286-19,463-5%$32.7M$32.2M-$500.6K2026-11-02
Amundi
DECREASED318,000375,150-57,150-15%$32.9M$29.0M-$3.9M2026-11-06
Facet Wealth, Inc.
DECREASED302,713305,572-2,859-1%$26.8M$27.6M+$781.5K2026-11-04
Commonwealth Equity Services, LLC
DECREASED294,143296,316-2,173-1%$26.0M$26.8M+$812.5K2026-11-02
Armbruster Capital Management, Inc.
INCREASED231,663228,932+2,731+1%$20.1M$21.1M+$1.0M2026-10-19
Kestra Advisory Services, LLC
INCREASED227,887192,591+35,296+18%$16.9M$20.8M+$3.9M2026-11-02
Brookstone Capital Management
DECREASED200,063204,864-4,801-2%$18.0M$18.2M+$261.2K2026-10-22
ProVise Management Group, LLC
INCREASED187,871159,820+28,051+18%$14.0M$17.1M+$3.1M2026-11-06
Lester Murray Antman dba SimplyRich
INCREASED186,200186,185+15+0%$16.3M$17.0M+$636.6K2026-11-06
Symmetry Partners, LLC
INCREASED163,030156,401+6,629+4%$13.7M$14.9M+$1.1M2026-10-27
Ledyard National Bank
INCREASED158,422153,015+5,407+4%$13.4M$14.4M+$1.0M2026-10-21
Anderson Hoagland & Co
INCREASED153,102147,790+5,312+4%$13.0M$14.7M+$1.8M2026-10-23
Merit Financial Group, LLC
DECREASED146,872148,952-2,080-1%$13.1M$13.4M+$318.4K2026-11-06
Portfolio Design Labs, LLC
DECREASED132,383169,473-37,090-22%$14.9M$12.1M-$2.8M2026-11-04
Magnus Financial Group LLC
INCREASED113,250113,016+234+0%$9.9M$10.3M+$406.7K2026-10-21
Truist Financial Corp
INCREASED111,041101,884+9,157+9%$8.9M$10.1M+$1.2M2026-10-30
Fifth Third Bancorp
DECREASED105,098106,332-1,234-1%$9.3M$9.6M+$250.1K2026-11-05
Ascent Group, LLC
DECREASED95,932124,996-29,064-23%$11.0M$8.7M-$2.2M2026-10-30
Choreo, LLC
DECREASED89,80291,946-2,144-2%$8.1M$8.2M+$118.2K2026-10-28
Cutler Investment Counsel LLC
DECREASED76,63480,264-3,630-5%$7.0M$7.0M-$57.1K2026-10-28
Well Done, LLC
INCREASED76,48375,883+600+1%$6.7M$7.0M+$313.4K2026-10-20
Elevation Capital Advisory, LLC
NEW75,800—+75,800——$6.9M—2026-10-29
Founders Financial Securities LLC
DECREASED65,81666,332-516-1%$5.8M$6.0M+$179.2K2026-10-28
Compass Financial Group, Inc. (Ohio)
INCREASED65,26159,346+5,915+10%$5.2M$5.9M+$741.3K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED64,51161,227+3,284+5%$5.5M$5.9M+$402.3K2026-10-13
RHS Financial, LLC
INCREASED63,76831,280+32,488+104%$2.7M$5.8M+$3.1M2026-10-13
Aspiriant, LLC
INCREASED56,39955,558+841+2%$4.9M$5.1M+$266.1K2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED53,19354,659-1,466-3%$4.8M$4.8M+$52.8K2026-10-16
Strategic Blueprint, LLC
INCREASED51,28150,230+1,051+2%$4.4M$4.7M+$267.0K2026-10-22
Apella Capital, LLC
DECREASED49,63352,215-2,582-5%$4.7M$4.5M-$184.0K2026-10-08
PNC Financial Services Group, Inc.
DECREASED47,38549,331-1,946-4%$4.3M$4.3M-$9.2K2026-11-06
Savant Capital, LLC
INCREASED45,49943,633+1,866+4%$3.8M$4.1M+$302.7K2026-11-06
Samalin Investment Counsel, LLC
INCREASED43,18340,162+3,021+8%$3.5M$3.9M+$412.2K2026-10-23
Stackstone Wealth, LLC
NEW41,501—+41,501——$3.8M—2026-10-19
Rakuten Investment Management, Inc.
INCREASED39,87133,220+6,651+20%$2.9M$3.6M+$721.6K2026-10-30
Shore Point Advisors, LLC
DECREASED37,05437,514-460-1%$3.3M$3.4M+$86.0K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED36,81125,736+11,075+43%$2.3M$3.4M+$1.1M2026-10-16
BridgePort Financial Solutions, LLC
DECREASED33,59034,008-418-1%$3.0M$3.1M+$77.9K2026-11-02
Physician Wealth Advisors, Inc.
DECREASED31,81532,819-1,004-3%$2.9M$2.9M+$20.5K2026-10-20
Vaughan & Co Securities, Inc.
DECREASED31,24031,301-610%$2.7M$2.8M+$101.2K2026-10-23
MGO One Seven LLC
INCREASED30,43330,303+130+0%$2.7M$2.8M+$115.2K2026-10-28
UMB Bank, n.a.
UNCHANGED30,38430,38400%$2.7M$2.8M+$103.6K2026-11-06
Prism Advisors, Inc.
DECREASED30,19530,314-1190%$2.7M$2.8M+$97.7K2026-10-09
D.A. Davidson & Co.
DECREASED27,59427,620-260%$2.4M$2.5M+$91.8K2026-10-28
Mather Group, Llc.
INCREASED27,39426,968+426+2%$2.4M$2.5M+$130.8K2026-10-14
Brickley Wealth Management
DECREASED25,31526,950-1,635-6%$2.4M$2.3M-$57.1K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED24,48525,311-826-3%$2.2M$2.2M+$11.1K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED23,50123,083+418+2%$2.0M$2.1M+$116.8K2026-10-13
Bank of New York Mellon Corp
INCREASED23,21521,833+1,382+6%$1.9M$2.1M+$200.4K2026-11-05
CGN Advisors LLC
INCREASED23,12923,051+78+0%$2.0M$2.1M+$85.7K2026-10-21
Friedenthal Financial
INCREASED21,99321,968+25+0%$1.9M$2.0M+$77.2K2026-10-27
Klingman & Associates, LLC
DECREASED21,62621,671-450%$1.9M$2.0M+$69.8K2026-10-20
Global Assets Advisory, LLC
INCREASED20,77320,568+205+1%$1.8M$1.9M+$94.1K2026-10-28
McNaughton Wealth Management, LLC
DECREASED20,07920,506-427-2%$1.8M$1.8M+$31.0K2026-10-09
HB Wealth Management, LLC
INCREASED20,02118,458+1,563+8%$1.6M$1.8M+$205.4K2026-10-23
Harpswell Capital Advisors, LLC
NEW19,856—+19,856——$1.8M—2026-10-09
Investment Partners, Ltd.
INCREASED19,2349,617+9,617+100%$843.5K$1.8M+$909.1K2026-10-29
Breakwater Capital Group
DECREASED18,88019,053-173-1%$1.7M$1.7M+$49.2K2026-10-09
Brown Wealth Management, LLC
DECREASED18,87120,645-1,774-9%$1.8M$1.7M-$91.2K2026-10-20
Sawgrass Asset Management LLC
UNCHANGED18,33918,33900%$1.6M$1.7M+$62.5K2026-11-03
Bell Investment Advisors, Inc
DECREASED18,02718,115-880%$1.6M$1.6M+$53.8K2026-10-29
SAX Wealth Advisors, LLC
INCREASED17,29714,516+2,781+19%$1.3M$1.6M+$249.8K2026-10-13
Roof Eidam Maycock Peralta, LLC
UNCHANGED16,59416,59400%$1.5M$1.5M+$56.6K2026-10-15
Peterson Wealth Advisors, LLC
DECREASED16,03916,080-410%$1.4M$1.5M+$51.1K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED15,72516,107-382-2%$1.4M$1.4M+$20.1K2026-10-20
Foster Victor Wealth Advisors, LLC
DECREASED15,72115,795-740%$1.4M$1.5M+$56.2K2026-10-21
Valley Forge Investment Consultants Inc ADV
DECREASED15,70816,860-1,152-7%$1.5M$1.4M-$47.5K2026-11-03
TPG Advisors LLC
DECREASED15,60915,981-372-2%$1.4M$1.4M+$20.6K2026-10-16
Ibex Wealth Advisors
INCREASED15,19114,166+1,025+7%$1.2M$1.4M+$141.8K2026-11-06
Focus Financial Network, Inc.
DECREASED15,10017,401-2,301-13%$1.5M$1.4M-$150.4K2026-10-14
Schear Investment Advisers, LLC
NEW15,072—+15,072——$1.4M—2026-10-14
Tempo Wealth, LLC
UNCHANGED15,07215,07200%$1.3M$1.4M+$51.4K2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED14,99814,99800%$1.3K$1.4K+$522026-10-27
Compound Planning, Inc.
INCREASED14,93414,533+401+3%$1.3M$1.4M+$86.1K2026-11-05
Foster Group, Inc.
DECREASED14,67914,981-302-2%$1.3M$1.3M+$23.6K2026-10-13
Clearstead Advisors, LLC
INCREASED14,61110,274+4,337+42%$901.1K$1.3M+$430.1K2026-11-06
TSG Advice Partners, LLC
NEW14,405—+14,405——$1.3M—2026-10-29
Moneco Advisors, LLC
DECREASED14,04815,357-1,309-9%$1.3M$1.3M-$66.9K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW13,947—+13,947——$1.3M—2026-10-16
Fifth Third Securities, Inc.
DECREASED13,91314,339-426-3%$1.3M$1.3M+$10.1K2026-10-21
Prospera Financial Services Inc
INCREASED13,87413,458+416+3%$1.2M$1.3M+$155.0K2026-11-04
Asset Management One Co., Ltd.
NEW13,861—+13,861——$1.3M—2026-10-27
HBK Sorce Advisory LLC
DECREASED13,83014,897-1,067-7%$1.4M$1.3M-$46.2K2026-11-06
Waldron Private Wealth LLC
UNCHANGED13,52113,52100%$1.2M$1.2M+$46.1K2026-11-02
Cassia Capital Partners, LLC
NEW13,428—+13,428——$1.2M—2026-11-04
M Holdings Securities, Inc.
DECREASED13,21515,220-2,005-13%$1.3M$1.3K-$1.3M2026-11-03
Lido Advisors, LLC
INCREASED13,06912,608+461+4%$1.1M$1.2M+$85.0K2026-11-04
Perigon Wealth Management, LLC
DECREASED12,41012,583-173-1%$1.1M$1.1M+$27.1K2026-10-22
Clear Wave Wealth Management LLC
DECREASED12,37312,571-198-2%$1.1M$1.1M+$24.8K2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED11,90011,90000%$1.0M$1.1M+$40.6K2026-10-14
Versant Capital Management, Inc
UNCHANGED11,19411,19400%$981.8K$1.0M+$38.2K2026-10-02
Shira Ridge Wealth Management
DECREASED11,06411,111-470%$974.6K$1.0M+$33.6K2026-10-09
CFG Wealth Management Services, Inc.
DECREASED10,98310,991-80%$996.6K$994.0K-$2.6K2026-10-21
Ellis Investment Partners, LLC
DECREASED10,84711,040-193-2%$968.4K$988.4K+$20.1K2026-10-21
Clark Asset Management, LLC
UNCHANGED10,79910,79900%$947.2K$984.0K+$36.8K2026-10-19
Joel Isaacson & Co., LLC
UNCHANGED10,45510,45500%$917.0K$952.7K+$35.7K2026-11-05
Crescent Grove Advisors, LLC
NEW10,272—+10,272——$936.0K—2026-10-21
Allworth Financial LP
INCREASED10,18910,137+52+1%$889.1K$893.6K+$4.5K2026-11-06
Vise Technologies, Inc.
INCREASED9,9037,205+2,698+37%$631.9K$902.4K+$270.4K2026-10-29
Sweeney & Michel, LLC
UNCHANGED9,8579,85700%$929.0K$898.2K-$30.9K2026-10-16
Lexington Hill Partners, LLC
UNCHANGED9,8209,82000%$861.3K$894.8K+$33.5K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED9,74010,607-867-8%$944.2K$886.6K-$57.6K2026-10-19
Tompkins Financial Corp
UNCHANGED9,6689,66800%$848.0K$880.9K+$33.0K2026-10-05
Patriot Investment Management Group, Inc.
INCREASED9,4218,763+658+8%$768.6K$858.5K+$89.8K2026-10-15
Citizens Financial Group Inc
DECREASED9,36615,280-5,914-39%$1.3M$853.4K-$486.7K2026-10-23
PFG Advisors
DECREASED9,3039,344-410%$819.5K$847.7K+$28.2K2026-10-16
Private Advisory Group LLC
INCREASED9,2318,967+264+3%$786.5K$841.1K+$54.6K2026-11-06
Thrivent Financial for Lutherans
INCREASED9,2319,008+223+2%$791.0K$839.0K+$48.0K2026-11-05
Evergreen Capital Management LLC
DECREASED9,18011,567-2,387-21%$1.0M$836.5K-$178.1K2026-10-23
Independent Financial Group, LLC
DECREASED9,0229,081-59-1%$796.5K$822.1K+$25.6K2026-10-13
Diversify Wealth Management, LLC
DECREASED8,9669,539-573-6%$873.2K$842.5K-$30.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED8,9669,539-573-6%$873.2K$842.5K-$30.7K2026-10-20
Park Avenue Securities LLC
DECREASED8,7169,432-716-8%$827.0K$794-$826.2K2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
DECREASED8,4149,316-902-10%$817.1K$766.7K-$50.4K2026-10-28
Farther Finance Advisors, LLC
INCREASED8,4088,295+113+1%$727.6K$766.1K+$38.5K2026-10-08
Wesbanco Bank Inc
DECREASED8,3199,166-847-9%$804.0K$758.0K-$45.9K2026-11-04
Portland Financial Advisors Inc
UNCHANGED7,8367,83600%$687.3K$714.0K+$26.7K2026-10-26
Black Diamond Financial, LLC
UNCHANGED7,7747,77400%$681.9K$708.4K+$26.5K2026-10-26
Fiduciary Financial Group, LLC
UNCHANGED7,7447,74400%$679.2K$705.6K+$26.4K2026-10-13
10Elms LLP
INCREASED7,5862,059+5,527+268%$180.6K$691.2K+$510.6K2026-11-06
Heck Capital Advisors, LLC
UNCHANGED7,3217,32100%$642.2K$667.1K+$25.0K2026-10-14
Moulton Wealth Management, Inc
DECREASED7,1887,247-59-1%$632.4K$650.5K+$18.1K2026-10-13
Lantz Financial LLC
INCREASED7,1707,095+75+1%$622.3K$653.4K+$31.1K2026-10-15
KFG LLC
NEW7,131—+7,131——$649.8K—2026-11-02
Level Four Advisory Services, LLC
INCREASED7,0757,067+8+0%$619.8K$644.7K+$24.8K2026-11-06
1900 Wealth Management LLC
UNCHANGED7,0187,01800%$615.6K$639.5K+$23.9K2026-10-13
Cowa, LLC
DECREASED6,9807,497-517-7%$657.5K$636.1K-$21.5K2026-10-30
Woodmont Investment Counsel LLC
UNCHANGED6,9646,96400%$610.8K$634.6K+$23.7K2026-10-29
Pacific Center for Financial Services
DECREASED6,9397,273-334-5%$637.9K$632.3K-$5.6K2026-10-15
Financial Perspectives, Inc
UNCHANGED6,7466,74600%$591.7K$614.7K+$23.0K2026-11-03
Aspect Partners, LLC
INCREASED6,7315,280+1,451+27%$463.1K$613.3K+$150.2K2026-10-20
Premier Path Wealth Partners, LLC
DECREASED6,6586,744-86-1%$591.5K$606.7K+$15.2K2026-10-16
Relyea Zuckerberg Hanson LLC
UNCHANGED6,5616,56100%$575.5K$597.9K+$22.4K2026-10-20
Diversified Enterprises, LLC
INCREASED6,4783,921+2,557+65%$343.9K$590.3K+$246.4K2026-10-19
Mascoma Wealth Management LLC
DECREASED6,4207,008-588-8%$614.7K$585.0K-$29.7K2026-10-23
Creekside Partners
UNCHANGED6,3966,39600%$561.0K$582.8K+$21.8K2026-11-04
Kathmere Capital Management, LLC
UNCHANGED6,3106,31000%$553.5K$575.0K+$21.5K2026-10-20
Wolff Financial Management LLC
UNCHANGED6,2706,27000%$549.9K$571.3K+$21.4K2026-10-23
Appleton Partners Inc
DECREASED6,0846,309-225-4%$553.0K$554-$552.4K2026-10-30
Ashton Thomas Securities, LLC
NEW6,007—+6,007——$547.4K—2026-10-26
Brighton Jones LLC
INCREASED5,9995,237+762+15%$459.4K$546.6K+$87.2K2026-11-03
Aries Wealth Management
UNCHANGED5,9905,99000%$525.4K$545.8K+$20.4K2026-10-23
Key Capital Management, Inc
INCREASED5,988161+5,827+3619%$14.1K$568.7K+$554.5K2026-11-03
Fragasso Financial Advisors Inc
INCREASED5,8965,833+63+1%$511.6K$540.3K+$28.7K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED5,6655,66500%$496.9K$516.2K+$19.3K2026-10-21
SeaBridge Investment Advisors LLC
NEW5,536—+5,536——$504.4K—2026-11-02
VestGen Advisors, LLC
DECREASED5,5085,553-45-1%$487.1K$501.9K+$14.8K2026-10-27
Sowell Financial Services LLC
INCREASED5,4073,332+2,075+62%$292.2K$492.7K+$200.4K2026-10-23
Heirloom Wealth Management
UNCHANGED5,2645,26400%$461.7K$479.7K+$18.0K2026-10-14
QTR Family Wealth, LLC
DECREASED5,1175,722-605-11%$501.9K$466.3K-$35.6K2026-11-02
Citizens National Bank Trust Department
DECREASED5,0595,102-43-1%$447.5K$461.0K+$13.5K2026-11-04
Opus Financial Solutions LLC
INCREASED5,0504,830+220+5%$423.6K$460.2K+$36.5K2026-11-06
River's Edge Wealth Management, LLC
DECREASED5,0095,168-159-3%$466.0K$473.5K+$7.5K2026-10-19
K2 Financial Inc.
INCREASED4,8864,870+16+0%$434.8K$447.9K+$13.1K2026-10-26
Acorn Wealth Advisors, LLC
DECREASED4,7584,769-110%$418.3K$433.5K+$15.3K2026-10-19
Sage Mountain Advisors LLC
UNCHANGED4,7554,75500%$417.1K$433.3K+$16.2K2026-11-02
Atria Investments, Inc
DECREASED4,6984,873-175-4%$427.4K$428.1K+$6712026-10-15
Richardson Financial Services Inc.
INCREASED4,6764,376+300+7%$383.8K$426.0K+$42.2K2026-10-30
Grey Fox Wealth Advisors, LLC
UNCHANGED4,6644,66400%$409.1K$425.0K+$15.9K2026-11-03
Parallel Advisors, LLC
INCREASED4,6563,866+790+20%$339.1K$424.3K+$85.2K2026-11-03
WBH Advisory Inc
UNCHANGED4,6524,65200%$408.0K$423.9K+$15.9K2026-11-05
Landaas & Co
UNCHANGED4,6504,65000%$407.9K$423.7K+$15.9K2026-10-29
Blankinship & Foster, LLC
UNCHANGED4,5444,54400%$398.6K$414.1K+$15.5K2026-10-19
AMG National Trust Bank
DECREASED4,4924,547-55-1%$398.8K$409.3K+$10.5K2026-11-05
Goldstein Advisors, LLC
DECREASED4,4564,481-25-1%$393.0K$406.0K+$13.0K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED4,4404,44000%$389.4K$404.6K+$15.1K2026-10-23
Hibernia Wealth Partners, LLC
DECREASED4,3834,418-35-1%$387.5K$399.4K+$12.0K2026-10-29
Strategic Wealth Advisors LLC
UNCHANGED4,3784,37800%$377$398.9K+$398.5K2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED4,3764,37600%$383.8K$398.7K+$14.9K2026-10-15
James J. Burns & Company, LLC
UNCHANGED4,3684,36800%$383.2K$398.1K+$14.9K2026-10-22
StoneX Group Inc.
INCREASED4,3263,065+1,261+41%$268.8K$400.6K+$131.8K2026-11-03
IFP Advisors, Inc
DECREASED4,2814,514-233-5%$395.9K$390.1K-$5.8K2026-10-16
Visionary Wealth Advisors
UNCHANGED4,2724,27200%$374.7K$389.2K+$14.6K2026-11-04
Sage Capital Advisors,llc
UNCHANGED4,1944,19400%$367.9K$382.2K+$14.3K2026-10-13
Integrated Advisors Network LLC
DECREASED4,1934,678-485-10%$410.3K$382.0K-$28.3K2026-10-20
Insight Wealth Strategies, LLC
UNCHANGED4,1804,18000%$364.6K$380.9K+$16.3K2026-10-09
TME Financial, Inc.
UNCHANGED4,1774,17700%$366.4K$380.6K+$14.2K2026-10-14
SteelPeak Wealth, LLC
INCREASED4,1663,836+330+9%$336.5K$379.6K+$43.2K2026-10-16
AdvisorNet Financial, Inc
DECREASED4,0994,184-85-2%$367.0K$379.0K+$12.1K2026-10-15
Nabity-Jensen Investment Management Inc
UNCHANGED4,0534,05300%$355.5K$369.3K+$13.8K2026-10-23
Rainey & Randall Wealth Advisors Inc.
UNCHANGED4,0424,04200%$354.6K$368.3K+$13.8K2026-10-26
Syntegra Private Wealth Group, LLC
UNCHANGED4,0074,00700%$351.5K$365.1K+$13.7K2026-10-13
Verus Capital Partners, LLC
DECREASED3,9163,933-170%$344.9K$356.8K+$11.9K2026-11-03
Urban Wealth Management, LLC
UNCHANGED3,9153,91500%$343.4K$356.7K+$13.4K2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED3,8983,89800%$342.0K$352.9K+$10.9K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED3,8563,921-65-2%$343.9K$351.3K+$7.4K2026-11-06
National Wealth Management Group, LLC
DECREASED3,8353,857-22-1%$338.3K$349.4K+$11.1K2026-10-26
Flagship Harbor Advisors, LLC
DECREASED3,8053,863-58-1%$338.8K$346.7K+$7.9K2026-10-26
Centurion Wealth Management LLC
UNCHANGED3,7813,78100%$331.6K$344.5K+$12.9K2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED3,7743,77400%$331.0K$343.9K+$12.9K2026-11-04
Invested Advisors
INCREASED3,7143,406+308+9%$298.7K$338.4K+$39.7K2026-10-23
Sigma Planning Corp
NEW3,652—+3,652——$324.6K—2026-10-23
Veery Capital, LLC
INCREASED3,4603,438+22+1%$301.5K$315.3K+$13.7K2026-10-07
Livet Wealth, LLC
DECREASED3,4423,449-70%$302.5K$313.6K+$11.1K2026-10-27
Baker Avenue Asset Management, LP
DECREASED3,4093,494-85-2%$306.4K$310.6K+$4.2K2026-11-06
BLB&B Advisors, LLC
NEW3,401—+3,401——$309.9K—2026-10-27
High Net Worth Advisory Group LLC
DECREASED3,3453,361-160%$294.8K$304.8K+$10.0K2026-10-26
Peak Financial Management, Inc.
UNCHANGED3,3373,33700%$292.7K$304.1K+$11.4K2026-10-16
Arwa LLC
UNCHANGED3,3073,30700%$298.5K$305.7K+$7.2K2026-10-21
Rare Wolf Capital LLC
UNCHANGED3,2153,21500%$282.0K$293.0K+$11.0K2026-10-20
United Advisor Group, LLC
INCREASED3,2123,124+88+3%$274.0K$292.7K+$18.7K2026-11-03
Csenge Advisory Group
INCREASED3,1883,072+116+4%$269.4K$290.5K+$21.0K2026-11-04
Fisher Asset Management, LLC
NEW3,163—+3,163——$288.2K—2026-11-06
Wedmont Private Capital
UNCHANGED3,1523,15200%$282.5K$287.7K+$5.3K2026-10-09
First Citizens Financial Corp
UNCHANGED3,1433,14300%$275.7K$286.4K+$10.7K2026-10-02
Fulton Bank, N.A.
UNCHANGED3,1313,13100%$274.6K$285.3K+$10.7K2026-10-14
Brandywine OAK Private Wealth LLC
UNCHANGED3,1203,12000%$273.7K$284.3K+$10.6K2026-10-23
Apollon Wealth Management, LLC
INCREASED3,0402,605+435+17%$228.4K$277.0K+$48.5K2026-10-23
Blue Zone Wealth Advisors, LLC
INCREASED3,0132,963+50+2%$259.9K$274.5K+$14.6K2026-10-19
Midwest Trust Co
UNCHANGED3,0123,01200%$264.2K$274.5K+$10.3K2026-10-22
Valmark Advisers, Inc.
INCREASED2,9972,480+517+21%$217.5K$273.1K+$55.5K2026-11-06
One Way Holdings LLC
DECREASED2,9793,506-527-15%$307.5K$271.4K-$36.1K2026-10-29
Claro Advisors Inc.
DECREASED2,9442,965-21-1%$260.1K$268.3K+$8.2K2026-11-02
Invariant Investment Management
DECREASED2,9212,976-55-2%$265.7K$265.7K-$42026-10-08
Kingswood Wealth Advisors, LLC
DECREASED2,9053,151-246-8%$276.3K$264.7K-$11.7K2026-10-23
PDS Planning, Inc
UNCHANGED2,8682,86800%$251.5K$261.3K+$9.8K2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED2,8492,788+61+2%$249.2K$259.6K+$10.4K2026-10-19
Elevate Wealth Advisory, Inc
DECREASED2,8483,041-193-6%$266.7K$259.5K-$7.2K2026-10-29
RFG Advisory, LLC
NEW2,823—+2,823——$257.2K—2026-11-03
Apeiron RIA LLC
NEW2,822—+2,822——$255.4K—2026-10-08
Principal Financial Group Inc
DECREASED2,7053,258-553-17%$285.8K$246.5K-$39.3K2026-11-02
180 Wealth Advisors, LLC
DECREASED2,6932,753-60-2%$241.5K$245.4K+$3.9K2026-11-03
Warner Financial, Inc
UNCHANGED2,6762,67600%$234.7K$243.8K+$9.1K2026-11-06
Mission Wealth Management, LP
DECREASED2,6624,293-1,631-38%$376.6K$242.6K-$134.0K2026-10-15
Basso Capital Management, L.P.
UNCHANGED2,6462,64600%$232.1K$241.1K+$9.0K2026-10-30
Indivisible Partners
NEW2,640—+2,640——$240.6K—2026-10-26
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,5742,57400%$225.8K$234.5K+$8.8K2026-10-09
Balefire, LLC
NEW2,543—+2,543——$231.7K—2026-10-09
Straight Path Wealth Management
UNCHANGED2,4462,44600%$214.5K$222.9K+$8.3K2026-10-23
Asset Dedication, LLC
UNCHANGED2,4192,41900%$212.2K$220.4K+$8.2K2026-11-03
Sensible Money, LLC
UNCHANGED2,3822,38200%$208.9K$217.0K+$8.1K2026-10-20
Summit Wealth Group LLC / Co
DECREASED2,3592,405-46-2%$210.9K$214.9K+$4.0K2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED2,3592,35900%$206.9K$215.0K+$8.0K2026-10-23
Florida Trust Wealth Management Co
DECREASED2,3492,365-16-1%$207.4K$214.0K+$6.6K2026-11-05
Marks Group Wealth Management, Inc
UNCHANGED2,3222,32200%$203.7K$211.6K+$7.9K2026-11-05
Oak Asset Management, LLC
NEW2,313—+2,313——$210.8K—2026-10-13
Keenan, LLC
DECREASED2,2973,342-1,045-31%$293.1K$209.3K-$83.8K2026-10-23
Elevation Point Wealth Partners, LLC
NEW2,256—+2,256——$205.6K—2026-11-05
Meridian Financial Advisors, LLC
NEW2,251—+2,251——$205.1K—2026-10-14
Gen-Wealth Partners Inc
UNCHANGED2,2452,24500%$196.9K$204.6K+$7.7K2026-11-04
Creative Financial Designs Inc
INCREASED2,242873+1,369+157%$76.6K$204.3K+$127.7K2026-11-04
Ackerman Capital Advisors, LLC
NEW2,198—+2,198——$200.3K—2026-10-30
Entrust Financial LLC
UNCHANGED2,1782,17800%$191.1K$198.5K+$7.4K2026-11-04
US Bancorp \de\
DECREASED2,0473,110-1,063-34%$272.8K$186.5K-$86.3K2026-11-05
Parkside Financial Bank & Trust
UNCHANGED1,5621,56200%$137.0K$142.3K+$5.3K2026-10-27
Root Financial Partners, LLC
NEW1,437—+1,437——$131.0K—2026-10-21
Silver Grove Financial Group, Inc.
INCREASED1,2481,078+170+16%$94.6K$113.7K+$19.2K2026-11-05
Triumph Capital Management
UNCHANGED1,2331,23300%$108.1K$112.4K+$4.2K2026-10-14
Barrett & Company, Inc.
UNCHANGED1,2121,21200%$106.3K$110.4K+$4.1K2026-10-22
Nemes Rush Group LLC
UNCHANGED1,1521,15200%$101.0K$105.0K+$3.9K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED1,0651,078-13-1%$94.6K$98.1K+$3.6K2026-10-30
Trust Co of Vermont
INCREASED1,005720+285+40%$63.2K$91.6K+$28.4K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED1,0041,00400%$88.1K$91.5K+$3.4K2026-10-13
John Boyer, Inc.
NEW998—+998——$91.0K—2026-10-27
Provenance Wealth Advisors, LLC
NEW919—+919——$83.7K—2026-10-30
Private Trust Co NA
UNCHANGED89889800%$78.8K$81.8K+$3.1K2026-10-20
United Community Bank
UNCHANGED85085000%$74.6K$77.5K+$2.9K2026-10-28
Noble Wealth Management PBC
UNCHANGED84184100%$73.8K$76.6K+$2.9K2026-10-01
Provident Wealth Management, LLC
DECREASED703875-172-20%$76.7K$64.1K-$12.7K2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED64364300%$56.4K$58.6K+$2.2K2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED61461400%$53.9K$55.9K+$2.1K2026-10-07
Allspring Global Investments Holdings, LLC
UNCHANGED58258200%$51.8K$52.8K+$1.1K2026-11-04
Rossby Financial, LCC
INCREASED560460+100+22%$40.3K$51.0K+$10.7K2026-11-05
Larson Financial Group LLC
UNCHANGED54754700%$48.0K$49.9K+$1.9K2026-11-05
Signaturefd, LLC
DECREASED525596-71-12%$52.3K$47.8K-$4.4K2026-10-23
Archer Investment Corp
UNCHANGED50350300%$44.1K$45.8K+$1.7K2026-11-05
CKW Financial Group
UNCHANGED50050000%$44.0K$45-$44.0K2026-10-29
Harbor Asset Planning, Inc.
DECREASED484503-19-4%$44.1K$44.1K-$172026-10-23
Russell Investments Group, Ltd.
INCREASED4721+471+47100%$88$43.1K+$43.0K2026-11-06
Lanark Financial, Inc.
UNCHANGED47047000%$41.2K$42.8K+$1.6K2026-10-26
WPG Advisers, LLC
DECREASED441454-13-3%$39.8K$40.2K+$3642026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED43943900%$38.3K$39.7K+$1.4K2026-10-20
SYM Financial Corp
UNCHANGED43343300%$38.0K$39.5K+$1.5K2026-10-26
Westside Investment Management, Inc.
UNCHANGED43343300%$38.0K$39.5K+$1.5K2026-11-02
Bullock Wealth Management Group
UNCHANGED41441400%$36.1K$37.5K+$1.4K2026-10-09
CoreCap Advisors, LLC
DECREASED411502-91-18%$44.0K$37.5K-$6.6K2026-10-08
Fairscale Capital, LLC
UNCHANGED40540500%$35.5K$39.0K+$3.5K2026-11-04
Townsend Asset Management Corp
UNCHANGED37437400%$32.8K$34.1K+$1.3K2026-10-29
Golden State Wealth Management, LLC
UNCHANGED36536500%$32.0K$33.3K+$1.2K2026-11-02
Sunrise Financial Services, LLC
UNCHANGED36336300%$31.8K$33.1K+$1.2K2026-10-21
Hanson & Doremus Investment Management
UNCHANGED36236200%$32.0K$33-$32.0K2026-10-16
Princeton Global Asset Management LLC
UNCHANGED35435400%$31.0K$32.3K+$1.2K2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED31931900%$28.0K$29.1K+$1.1K2026-10-07
Bfsg, LLC
UNCHANGED31631600%$27.7K$28.8K+$1.1K2026-10-30
Citigroup Inc
NEW300—+300——$27.3K—2026-11-04
Spire Wealth Management
UNCHANGED29429400%$25.8K$26.8K+$1.0K2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED29229200%$25.6K$26.6K+$9962026-10-26
Bayban
UNCHANGED26726700%$23.4K$23.4K$02026-11-05
Central Trust Co
INCREASED263163+100+61%$14.3K$24.0K+$9.7K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED25225200%$22.1K$23.0K+$8602026-11-04
Caldwell Trust Co
DECREASED212237-25-11%$20.8K$19.3K-$1.5K2026-10-30
Compass Wealth Management LLC
NEW191—+191——$17.4K—2026-10-22
Laurel Wealth Advisors LLC
NEW188—+188——$17.1K—2026-10-27
First Community Trust NA
UNCHANGED18818800%$16.5K$17.1K+$6422026-10-07
JFS Wealth Advisors, LLC
UNCHANGED18018000%$15.8K$16.4K+$6142026-11-03
GHP Investment Advisors, Inc.
UNCHANGED17117100%$15.0K$15.6K+$5832026-10-15
Avion Wealth
UNCHANGED17117100%$14$15+$12026-11-04
Highline Wealth Partners LLC
UNCHANGED14014000%$12.3K$12.7K+$4772026-10-19
Putney Financial Group LLC
NEW129—+129——$11.8K—2026-10-30
Key FInancial Inc
UNCHANGED12812800%$11.2K$11.7K+$4362026-11-02
Gamma Investing LLC
DECREASED121123-2-2%$10.8K$11.0K+$2382026-10-08
Moisand Fitzgerald Tamayo, LLC
NEW97—+97——$8.8K—2026-10-15
CX Institutional
DECREASED77434-357-82%$38$7-$312026-10-02
Jnba Financial Advisors
UNCHANGED757500%$6.6K$6.8K+$2552026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED747400%$6.5K$6.7K+$2522026-10-16
Heritage Family Offices, LLP
NEW70—+70——$6.4K—2026-11-02
Godsey & Gibb, Inc
NEW62—+62——$5.7K—2026-10-14
First Command Advisory Services, Inc.
UNCHANGED626200%$5.4K$5.6K+$2112026-11-05
Rosenberg Matthew Hamilton
UNCHANGED535300%$4.6K$4.8K+$1802026-10-05
Grove Bank & Trust
NEW51—+51——$4.6K—2026-10-08
Addison Advisors LLC
NEW42—+42——$3.8K—2026-11-06
Cape Investment Advisory, Inc.
INCREASED4237+5+14%$3.2K$3.8K+$5822026-10-13
Decker Retirement Planning Inc.
UNCHANGED414100%$3.6K$3.7K+$1392026-10-19
Blue Trust, Inc.
DECREASED3767-30-45%$5.8K$3.4K-$2.5K2026-10-15
Financial Consulate, Inc
UNCHANGED363600%$3.2K$3.3K+$1232026-10-23
Community Financial Services Group, LLC
NEW32—+32——$2.9K—2026-10-15
First Horizon Corp
UNCHANGED323200%$2.8K$2.9K+$1102026-10-26
Abound Wealth Management
UNCHANGED282800%$2.5K$2.6K+$962026-10-26
Blueline Advisors LLC
UNCHANGED222200%$1.9K$2.0K+$752026-10-15
Compass Financial Management LLC
UNCHANGED222200%$1.9K$2.0K+$752026-10-30
Atlantic Edge Private Wealth Management, LLC
NEW20—+20——$1.8K—2026-10-20
PFS Partners, LLC
UNCHANGED171700%$1.5K$1.6K+$582026-10-21
Buck Wealth Strategies, LLC
INCREASED166+10+167%$526$1.5K+$9322026-10-28
Eastern Bank
UNCHANGED141400%$1.2K$1.3K+$482026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED5500%$438$455+$172026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4400%$351$364+$132026-10-27
Spurstone Advisory Services, LLC
UNCHANGED3300%$262$272+$102026-11-02
Networth Advisors, LLC
UNCHANGED2200%$179$186+$72026-11-03
Frontier Asset Management, LLC
CLOSED026,273-26,273-100%$2.3M$0-$2.3M2026-10-28
Cornerstone Wealth Management, LLC
CLOSED07,890-7,890-100%$692.0K$0-$692.0K2026-11-04
Ceera Investments, LLC
CLOSED04,090-4,090-100%$358.7K$0-$358.7K2026-11-02
Stablepoint Partners, LLC
CLOSED03,528-3,528-100%$309.4K$0-$309.4K2026-11-03
Catalyst Investment Management LLC
CLOSED02,920-2,920-100%$256.1K$0-$256.1K2026-10-21
Pathway Financial Advisors LLC
CLOSED02,724-2,724-100%$242.5K$0-$242.5K2026-10-07
Christensen, King & Associates Investment Services, Inc.
CLOSED02,548-2,548-100%$223.5K$0-$223.5K2026-10-22
Institute for Wealth Management, Llc.
CLOSED01,444-1,444-100%$126.7K$0-$126.7K2026-11-06
MCF Advisors LLC
CLOSED01,375-1,375-100%$120.6K$0-$120.6K2026-10-28
International Assets Investment Management, LLC
CLOSED0901-901-100%$78.6K$0-$78.6K2026-11-02
Brooklyn FI, LLC
CLOSED0527-527-100%$47.9K$0-$47.9K2026-11-05
Salem Investment Counselors Inc
CLOSED0240-240-100%$21.0K$0-$21.0K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED086-86-100%$7.5K$0-$7.5K2026-10-26
Gilpin Wealth Management, LLC
CLOSED074-74-100%$6.5K$0-$6.5K2026-10-09
BankPlus Trust Department
CLOSED069-69-100%$6.1K$0-$6.1K2026-11-06
LifeSteps Financial, Inc.
CLOSED050-50-100%$4.4K$0-$4.4K2026-10-15
Sims Investment Management, LLC
CLOSED027-27-100%$2.4K$0-$2.4K2026-10-13
FMR LLC
N/A—7,315,650-7,315,650-100%$641.7M———
Bank of America Corp
N/A—3,650,415-3,650,415-100%$320.2M———
BlackRock, Inc.
N/A—3,649,436-3,649,436-100%$320.1M———
Morgan Stanley
N/A—2,634,646-2,634,646-100%$231.1M———
Wharton Business Group, LLC
N/A—1,671,587-1,671,587-100%$146.6M———
Northwestern Mutual Wealth Management Co
N/A—1,099,071-1,099,071-100%$96.4M———
Envestnet Asset Management Inc
N/A—1,036,742-1,036,742-100%$90.9M———
Financial Engines Advisors L.L.C.
N/A—779,547-779,547-100%$68.4M———
UBS Group AG
N/A—683,106-683,106-100%$59.9M———
SEI Investments Co
N/A—679,207-679,207-100%$59.6M———
Wells Fargo & Company
N/A—650,611-650,611-100%$57.1M———
Raymond James Financial Inc
N/A—636,096-636,096-100%$55.8M———
Ameriprise Financial Inc
N/A—575,586-575,586-100%$50.5M———
Royal Bank of Canada
N/A—487,681-487,681-100%$42.8M———
Mercer Global Advisors Inc
N/A—381,992-381,992-100%$33.5M———
Summit Financial, LLC
N/A—376,075-376,075-100%$33.0M———
Cetera Investment Advisers
N/A—363,824-363,824-100%$31.9M———
Alliancebernstein L.P.
N/A—320,615-320,615-100%$29.3M———
Jones Financial Companies Lllp
N/A—233,033-233,033-100%$20.5M———
Geneos Wealth Management Inc.
N/A—209,918-209,918-100%$18.4M———
Penserra Capital Management LLC
N/A—196,194-196,194-100%$17.2M———
Osaic Holdings, Inc.
N/A—169,268-169,268-100%$14.8M———
Mariner, LLC
N/A—138,907-138,907-100%$12.2M———
Vestcor Inc
N/A—138,825-138,825-100%$12.2M———
Caisse de Depot ET Placement DU Quebec
N/A—122,535-122,535-100%$10.7M———
MML Investors Services, LLC
N/A—119,482-119,482-100%$10.5M———
Principal Securities, Inc.
N/A—114,028-114,028-100%$10.0M———
Baird Financial Group, Inc.
N/A—110,680-110,680-100%$9.7M———
JPMorgan Chase & Co
N/A—105,524-105,524-100%$9.3M———
Captrust Financial Advisors
N/A—103,567-103,567-100%$9.1M———
Trustmark Bank Trust Department
N/A—94,453-94,453-100%$8.3M———
Stifel Financial Corp
N/A—86,391-86,391-100%$7.6M———
Asset Management Group, Inc.
N/A—84,562-84,562-100%$7.4M———
Alpha Capital Advisors Inc
N/A—84,324-84,324-100%$7.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—79,705-79,705-100%$7.0M———
Mission Creek Capital Partners, Inc.
N/A—79,407-79,407-100%$7.0M———
HighTower Advisors, LLC
N/A—77,119-77,119-100%$6.8M———
Estate Counselors, LLC
N/A—74,006-74,006-100%$6.5M———
Anchor Investment Management, LLC
N/A—70,045-70,045-100%$6.1M———
Bank of Montreal
N/A—68,756-68,756-100%$6.0M———
Horizon Investments, LLC
N/A—65,785-65,785-100%$5.8M———
Focus Partners Wealth
N/A—64,025-64,025-100%$5.6M———
Tudor Investment Corp ET AL
N/A—62,890-62,890-100%$5.5M———
World Investment Advisors
N/A—58,090-58,090-100%$5.3M———
NewEdge Advisors, LLC
N/A—57,970-57,970-100%$5.1M———
RWA Wealth Partners, LLC
N/A—52,845-52,845-100%$4.6M———
Private Advisor Group, LLC
N/A—52,463-52,463-100%$4.6M———
Glenmede Trust Co NA
N/A—51,547-51,547-100%$4.5M———
Wealth Advisors of Iowa, LLC
N/A—51,015-51,015-100%$4.5M———
Rockefeller Capital Management L.P.
N/A—45,669-45,669-100%$4.0M———
Advisory Services Network, LLC
N/A—44,716-44,716-100%$3.9M———
Rehmann Capital Advisory Group
N/A—43,093-43,093-100%$3.8M———
MAI Capital Management
N/A—40,162-40,162-100%$3.5M———
Mutual Advisors, LLC
N/A—40,079-40,079-100%$3.5M———
United Capital Financial Advisors, LLC
N/A—39,508-39,508-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—38,188-38,188-100%$3.3M———
Capital Analysts, LLC
N/A—38,166-38,166-100%$3.3M———
Corsicana & Co.
N/A—37,774-37,774-100%$3.3M———
Transamerica Financial Advisors, LLC
N/A—36,835-36,835-100%$3.2M———
IMA Advisory Services, Inc.
N/A—36,419-36,419-100%$3.2M———
MorganRosel Wealth Management, LLC
N/A—30,830-30,830-100%$2.7M———
OneDigital Investment Advisors LLC
N/A—30,707-30,707-100%$2.7M———
Susquehanna International Group, LLP
N/A—29,374-29,374-100%$2.6M———
Three Bearings Fiduciary Advisors, Inc.
N/A—28,725-28,725-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—28,495-28,495-100%$2.5M———
Sanctuary Advisors, LLC
N/A—28,409-28,409-100%$2.5M———
Cerity Partners LLC
N/A—28,009-28,009-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—27,494-27,494-100%$2.4M———
IHT Wealth Management, LLC
N/A—27,381-27,381-100%$2.4M———
Fortune Financial Advisors, LLC
N/A—26,453-26,453-100%$2.3M———
Shufro Rose & Co LLC
N/A—26,178-26,178-100%$2.3M———
Ausdal Financial Partners, Inc.
N/A—25,610-25,610-100%$2.2M———
Focus Partners Advisor Solutions, LLC
N/A—24,765-24,765-100%$2.2M———
Arkadios Wealth Advisors
N/A—24,550-24,550-100%$2.2M———
&partners
N/A—23,392-23,392-100%$2.1M———
SageView Advisory Group, LLC
N/A—19,880-19,880-100%$1.7M———
Jane Street Group, LLC
N/A—19,849-19,849-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—19,092-19,092-100%$1.7M———
Bleakley Financial Group, LLC
N/A—18,568-18,568-100%$1.6M———
Berger Financial Group, Inc
N/A—18,372-18,372-100%$1.6M———
Bellwether Advisors, LLC
N/A—17,827-17,827-100%$1.6M———
Betterment LLC
N/A—17,805-17,805-100%$1.6M———
Quantinno Capital Management LP
N/A—17,337-17,337-100%$1.5M———
CVA Family Office, LLC
N/A—16,839-16,839-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—15,817-15,817-100%$1.4M———
Tacita Capital Inc
N/A—15,640-15,640-100%$1.4M———
Carr Financial Group Corp
N/A—15,142-15,142-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—14,912-14,912-100%$1.3M———
Janney Montgomery Scott LLC
N/A—14,270-14,270-100%$1.3M———
Natixis Advisors, LLC
N/A—14,183-14,183-100%$1.2M———
Equitable Holdings, Inc.
N/A—13,098-13,098-100%$1.1M———
Global Retirement Partners, LLC
N/A—12,390-12,390-100%$1.1M———
Gateway Wealth Partners, LLC
N/A—12,307-12,307-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—12,176-12,176-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—11,936-11,936-100%$1.0M———
Round Rock Advisors LLC
N/A—11,729-11,729-100%$1.0M———
Foster & Motley Inc
N/A—10,680-10,680-100%$937.0K———
Stock Yards Bank & Trust Co
N/A—10,219-10,219-100%$896.3K———
Sky-Mountain Capital Management, Inc.
N/A—10,120-10,120-100%$887.6K———
Envestnet Portfolio Solutions, Inc.
N/A—10,003-10,003-100%$877.3K———
Wealthspire Advisors, LLC
N/A—9,653-9,653-100%$846.6K———
Seeds Investor LLC
N/A—9,419-9,419-100%$826.1K———
Stephens Inc
N/A—9,293-9,293-100%$815.1K———
Arcus Capital Partners, LLC
N/A—9,285-9,285-100%$814.4K———
Empirical Asset Management, LLC
N/A—9,280-9,280-100%$813.9K———
Spirepoint Private Client, LLC
N/A—8,920-8,920-100%$782.4K———
IFG Advisory, LLC
N/A—8,469-8,469-100%$742.8K———
Composition Wealth, LLC
N/A—8,287-8,287-100%$726.8K———
Tolleson Wealth Management, Inc.
N/A—8,177-8,177-100%$717.2K———
Bogart Wealth, LLC
N/A—8,137-8,137-100%$713.7K———
Franklin Resources Inc
N/A—8,091-8,091-100%$709.7K———
Venturi Wealth Management, LLC
N/A—8,031-8,031-100%$704.4K———
Fiduciary Trust Co
N/A—8,014-8,014-100%$702.9K———
Harbour Investments, Inc.
N/A—7,804-7,804-100%$684.5K———
Hilltop Partners LLC
N/A—7,667-7,667-100%$672.4K———
Essex Financial Services, Inc.
N/A—7,657-7,657-100%$671.6K———
AQR Capital Management LLC
N/A—7,352-7,352-100%$644.8K———
Arax Advisory Partners
N/A—7,296-7,296-100%$639.9K———
Savvy Advisors, Inc.
N/A—7,170-7,170-100%$628.9K———
Mosaic Family Wealth Partners, LLC
N/A—7,059-7,059-100%$619.2K———
Counterweight Ventures, LLC
N/A—7,058-7,058-100%$619.1K———
Keystone Financial Group
N/A—6,496-6,496-100%$569.8K———
Pallas Capital Advisors LLC
N/A—6,482-6,482-100%$568.5K———
CIBC World Market Inc.
N/A—6,360-6,360-100%$557.8K———
HRT Financial LP
N/A—6,150-6,150-100%$539.0K———
Wealthfront Advisers LLC
N/A—6,064-6,064-100%$531.9K———
Blair William & Co
N/A—5,789-5,789-100%$507.8K———
Greenwich Wealth Management LLC
N/A—5,741-5,741-100%$504.0K———
Cary Street Partners Financial LLC
N/A—5,693-5,693-100%$499.3K———
FAS Wealth Partners, Inc.
N/A—5,655-5,655-100%$496.0K———
JMG Financial Group, Ltd.
N/A—5,231-5,231-100%$458.8K———
Johnson Investment Counsel Inc
N/A—5,181-5,181-100%$454.4K———
Horizon Family Wealth, Inc.
N/A—5,087-5,087-100%$446.2K———
Flow Traders U.S. LLC
N/A—5,009-5,009-100%$439.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,000-5,000-100%$438.6K———
North Dallas Bank & Trust Co
N/A—4,944-4,944-100%$433.6K———
Cornerstone Financial Group, LLC
N/A—4,720-4,720-100%$414.0K———
Ameritas Investment Partners, Inc.
N/A—4,649-4,649-100%$407.8K———
Western Wealth Management, LLC
N/A—4,617-4,617-100%$405.0K———
Cardiff Park Advisors, LLC
N/A—4,462-4,462-100%$391.4K———
AE Wealth Management LLC
N/A—4,380-4,380-100%$384.1K———
EWA, LLC
N/A—4,380-4,380-100%$384.1K———
Traction Financial Partners, LLC
N/A—4,207-4,207-100%$369.0K———
Arrowroot Family Office, LLC
N/A—4,198-4,198-100%$368.2K———
Alesco Advisors, LLC, An ESL Co
N/A—3,925-3,925-100%$344.3K———
Summit Wealth Partners, LLC
N/A—3,843-3,843-100%$337.1K———
American Wealth Advisors, LLC
N/A—3,818-3,818-100%$334.9K———
Dravo BAY LLC
N/A—3,567-3,567-100%$312.9K———
NewEdge Wealth, LLC
N/A—3,519-3,519-100%$308.7K———
Commerce Bank
N/A—3,503-3,503-100%$307.2K———
Moneta Group Investment Advisors LLC
N/A—3,476-3,476-100%$304.9K———
Greykasell Wealth Strategies, Inc.
N/A—3,465-3,465-100%$303.9K———
Gladstone Institutional Advisory LLC
N/A—3,437-3,437-100%$301.5K———
Bcgm Wealth Management, LLC
N/A—3,353-3,353-100%$294.1K———
Squarepoint Ops LLC
N/A—3,275-3,275-100%$287.3K———
UBS Asset Management Americas LLC
N/A—3,158-3,158-100%$277.0K———
EP Wealth Advisors, LLC
N/A—3,145-3,145-100%$275.8K———
Waverly Advisors, LLC
N/A—3,086-3,086-100%$270.7K———
Colonial Trust Co / SC
N/A—3,084-3,084-100%$270.5K———
Smartleaf Asset Management LLC
N/A—3,046-3,046-100%$268.4K———
Pinnacle Financial Partners, Inc.
N/A—2,969-2,969-100%$260.5K———
Vanguard National Trust Co
N/A—2,877-2,877-100%$252.3K———
Vestmark Advisory Solutions, Inc.
N/A—2,832-2,832-100%$248.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,801-2,801-100%$245.6K———
Meridian Wealth Advisors, LLC
N/A—2,590-2,590-100%$227.2K———
NorthRock Partners, LLC
N/A—2,532-2,532-100%$222.1K———
Planning Directions Inc
N/A—2,474-2,474-100%$217.0K———
Forum Private Client Group LLC
N/A—2,387-2,387-100%$209.4K———
Whittier Trust Co of Nevada Inc
N/A—2,343-2,343-100%$210.3K———
Sun Financial Inc
N/A—2,313-2,313-100%$216.6K———
Kingsview Wealth Management, LLC
N/A—2,313-2,313-100%$202.9K———
Whittier Trust Co
N/A—2,134-2,134-100%$190.5K———
Federation des caisses Desjardins du Quebec
N/A—1,855-1,855-100%$162.7K———
HM Payson & Co
N/A—1,735-1,735-100%$152.2K———
Delta Asset Management LLC
N/A—1,474-1,474-100%$129.3K———
Colonial Trust Advisors
N/A—1,327-1,327-100%$116.4K———
Paladin Advisory Group, LLC
N/A—1,229-1,229-100%$107.8K———
Medallion Wealth Advisors, LLC
N/A—1,198-1,198-100%$68.9K———
Centaurus Financial, Inc.
N/A—1,132-1,132-100%$99.0K———
Howe & Rusling Inc
N/A—1,047-1,047-100%$91.9K———
Beaird Harris Wealth Management, LLC
N/A—1,037-1,037-100%$90.9K———
SouthState Bank Corp
N/A—984-984-100%$86.3K———
Vanguard Advisers Inc
N/A—846-846-100%$74.2K———
SHP Wealth Management
N/A—843-843-100%$73.9K———
Webster Bank, N. A.
N/A—650-650-100%$57.0K———
Atlantic Union Bankshares Corp
N/A—580-580-100%$50.9K———
Brown Brothers Harriman & Co
N/A—527-527-100%$46.2K———
Ancora Advisors LLCA
N/A—514-514-100%$45.1K———
Ameriflex Group, Inc.
N/A—420-420-100%$36.8K———
Dunhill Financial, LLC
N/A—402-402-100%$35.3K———
Synergy Investment Management, LLC
N/A—397-397-100%$37.0K———
Strategic Wealth Partners, Ltd.
N/A—319-319-100%$28.0K———
Founders Financial Alliance, LLC
N/A—311-311-100%$27.3K———
Ogorek Anthony Joseph
N/A—291-291-100%$25———
Fourth Dimension Wealth, LLC
N/A—290-290-100%$25.5K———
Glassman Wealth Services
N/A—268-268-100%$23.5K———
Continuum Advisory, LLC
N/A—243-243-100%$21.3K———
Highland Investment Advisors LLC
N/A—230-230-100%$20.1K———
Huntington National Bank
N/A—217-217-100%$19.0K———
Allied Private Wealth LLC
N/A—190-190-100%$17.0K———
Hantz Financial Services, Inc.
N/A—177-177-100%$16———
C M Bidwell & Associates LTD
N/A—177-177-100%$15.5K———
Boreal Capital Management LLC
N/A—160-160-100%$14.0K———
Integrity Financial Corp
N/A—142-142-100%$12.4K———
Glen Eagle Advisors, LLC
N/A—135-135-100%$11.8K———
LRI Investments, LLC
N/A—134-134-100%$11.7K———
Cornerstone Financial Management LLC
N/A—132-132-100%$11.6K———
Millstone Evans Group, LLC
N/A—128-128-100%$11.2K———
Nalls Sherbakoff Group, LLC
N/A—100-100-100%$8.8K———
Hollencrest Capital Management
N/A—93-93-100%$8.2K———
BFC Planning, Inc.
N/A—74-74-100%$6.5K———
Logan Capital Management Inc
N/A—69-69-100%$6.1K———
PlanVest Financial, Inc
N/A—59-59-100%$5.2K———
JPL Wealth Management, LLC
N/A—50-50-100%$4.4K———
Motco
N/A—39-39-100%$3.4K———
Timbuktu Capital Management, LLC
N/A—36-36-100%$3.2K———
Mcguire Capital Advisors Inc
N/A—30-30-100%$2.6K———
Prosperity Bancshares Inc
N/A—14-14-100%$1.2K———
Kilter Group LLC
N/A—6-6-100%$527———
Alerus Financial NA
N/A—4-4-100%$351———
Napier Financial, LLC
N/A—2-2-100%$175———
Showing 570 of 570 institutions