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Ishares Msci EMR MRK EX Chna (EMXC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares5,124,469 from 5,202,164
Change-77,695 (-1%)
Value$507.7M (-$24.4M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares3,631,969 from 4,232,483
Change-600,514 (-14%)
Value$359.9M (-$73.1M)
Filed 2026-11-06
Cullen T Bankers, Inc.
DECREASED
Shares3,079,739 from 3,105,139
Change-25,400 (-1%)
Value$305.1M (-$12.5M)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares2,743,492 from 2,073,581
Change+669,911 (+32%)
Value$271.8M (+$59.7M)
Filed 2026-11-05
Central Trust Co
INCREASED
Shares2,016,505 from 1,873,125
Change+143,380 (+8%)
Value$199.8M (+$8.2M)
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares1,605,580 from 2,188,288
Change-582,708 (-27%)
Value$159.1M (-$64.8M)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares1,572,084 from 1,536,180
Change+35,904 (+2%)
Value$155.8M (-$1.4M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares1,484,373 from 1,446,073
Change+38,300 (+3%)
Value$147.1M (-$861.6K)
Filed 2026-11-06
Eastern Bank
INCREASED
Shares1,152,859 from 1,147,210
Change+5,649 (+0%)
Value$114.2M (-$3.1M)
Filed 2026-10-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,024,673 from 1,067,982
Change-43,309 (-4%)
Value$101.5M (-$7.7M)
Filed 2026-10-08
Creative Planning
DECREASED
Shares788,101 from 795,831
Change-7,730 (-1%)
Value$78.1M (-$3.3M)
Filed 2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED
Shares700,439 from 539,403
Change+161,036 (+30%)
Value$69.4K (+$14.2K)
Filed 2026-10-08
Thrivent Financial for Lutherans
INCREASED
Shares699,292 from 630,756
Change+68,536 (+11%)
Value$69.3M (+$4.8M)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares690,432 from 658,794
Change+31,638 (+5%)
Value$68.4M (+$1.0M)
Filed 2026-10-27
Hughes Financial Services, LLC
INCREASED
Shares666,747 from 647,996
Change+18,751 (+3%)
Value$61.9M (-$4.3M)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares628,287 from 614,537
Change+13,750 (+2%)
Value$62.3M (-$599.5K)
Filed 2026-10-08
Anderson Hoagland & Co
DECREASED
Shares612,629 from 651,452
Change-38,823 (-6%)
Value$55.8M (-$10.8M)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares602,376 from 538,730
Change+63,646 (+12%)
Value$59.7M (+$4.6M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares592,686 from 674,300
Change-81,614 (-12%)
Value$58.7M (-$10.3M)
Filed 2026-11-02
New York Life Investment Management LLC
DECREASED
Shares515,684 from 618,086
Change-102,402 (-17%)
Value$51.1M (-$12.1M)
Filed 2026-11-04
Clearwater Capital Advisors, LLC
INCREASED
Shares511,221 from 504,877
Change+6,344 (+1%)
Value$50.7M (-$997.1K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
INCREASED
Shares510,215 from 497,908
Change+12,307 (+2%)
Value$50.6M (-$383.9K)
Filed 2026-10-27
True Private Wealth Advisors
INCREASED
Shares497,553 from 491,174
Change+6,379 (+1%)
Value$49.3M (-$949.5K)
Filed 2026-10-19
Oakworth Capital, Inc.
INCREASED
Shares476,795 from 474,420
Change+2,375 (+1%)
Value$47.2M (-$557.9K)
Filed 2026-10-26
Sentinel Trust Co LBA
UNCHANGED
Shares456,200 from 456,200
Change0 (0%)
Value$45.2M (+$45.2M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares450,072 from 429,231
Change+20,841 (+5%)
Value$44.6M (+$682.8K)
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares434,380 from 605,741
Change-171,361 (-28%)
Value$43.0M (-$18.9M)
Filed 2026-10-28
Heck Capital Advisors, LLC
INCREASED
Shares429,104 from 311,697
Change+117,407 (+38%)
Value$42.5M (+$10.6M)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares386,062 from 368,846
Change+17,216 (+5%)
Value$38.3M (+$518.1K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares347,490 from 346,465
Change+1,025 (+0%)
Value$34.4M (-$1.0M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares306,506 from 238,807
Change+67,699 (+28%)
Value$30.4M (+$5.9M)
Filed 2026-10-30
Stockman Wealth Management, Inc.
DECREASED
Shares292,733 from 298,938
Change-6,205 (-2%)
Value$29.0M (-$1.6M)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares286,250 from 289,155
Change-2,905 (-1%)
Value$28.4M (-$1.2M)
Filed 2026-10-23
SMI Advisory Services, LLC
INCREASED
Shares285,356 from 274,115
Change+11,241 (+4%)
Value$28.3M (+$792.4K)
Filed 2026-10-13
Artemis Wealth Advisors, LLC
DECREASED
Shares277,377 from 571,595
Change-294,218 (-51%)
Value$27.5M (-$31.0M)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares273,382 from 266,453
Change+6,929 (+3%)
Value$27.1M (-$171.5K)
Filed 2026-10-21
Trail Ridge Investment Advisors, LLC
INCREASED
Shares268,306 from 264,923
Change+3,383 (+1%)
Value$26.6M (-$517.9K)
Filed 2026-10-16
Cardinal Strategic Wealth Guidance
INCREASED
Shares267,649 from 261,857
Change+5,792 (+2%)
Value$26.5M (-$269.3K)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
DECREASED
Shares262,054 from 262,556
Change-502 (0%)
Value$26.0M (-$895.2K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares255,848 from 243,929
Change+11,919 (+5%)
Value$25.3M (+$395.5K)
Filed 2026-11-03
Columbia Bank
INCREASED
Shares251,691 from 241,082
Change+10,609 (+4%)
Value$24.9M (+$274.9K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares251,341 from 250,102
Change+1,239 (+1%)
Value$24.9M (-$682.6K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares245,412 from 234,093
Change+11,319 (+5%)
Value$24.3M (+$367.7K)
Filed 2026-10-21
Cora Capital Advisors LLC
INCREASED
Shares240,038 from 220,164
Change+19,874 (+9%)
Value$23.8M (+$1.3M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares236,589 from 144,637
Change+91,952 (+64%)
Value$23.4K (-$14.8M)
Filed 2026-10-26
Chicago Partners Investment Group LLC
DECREASED
Shares231,268 from 233,680
Change-2,412 (-1%)
Value$21.2M (-$789.1K)
Filed 2026-10-27
Chatham Capital Group, Inc.
INCREASED
Shares226,706 from 209,263
Change+17,443 (+8%)
Value$22.5M (+$1.1M)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares226,174 from 215,234
Change+10,940 (+5%)
Value$22.4M (+$390.9K)
Filed 2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED
Shares209,717 from 207,219
Change+2,498 (+1%)
Value$20.8M (-$419.7K)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares207,620 from 625,504
Change-417,884 (-67%)
Value$20.6M (-$43.4M)
Filed 2026-11-04
Professional Advisory Services Inc
DECREASED
Shares205,255 from 275,475
Change-70,220 (-25%)
Value$20.3K (-$7.8K)
Filed 2026-10-08
Pecaut & Co.
INCREASED
Shares202,975 from 202,039
Change+936 (+0%)
Value$20.1M (-$557.8K)
Filed 2026-10-27
Greenwood Capital Associates LLC
INCREASED
Shares193,947 from 183,452
Change+10,495 (+6%)
Value$19.2M (+$449.1K)
Filed 2026-10-27
Arkansas Financial Group, Inc.
INCREASED
Shares183,382 from 180,464
Change+2,918 (+2%)
Value$18.2M (-$292.0K)
Filed 2026-10-26
Barings LLC
NEW
Shares180,317
Change+180,317
Value$17.9M
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares179,722 from 200,138
Change-20,416 (-10%)
Value$17.8K (-$20.5M)
Filed 2026-11-02
Randall & Associates Wealth Management
INCREASED
Shares177,962 from 153,478
Change+24,484 (+16%)
Value$17.6M (+$1.9M)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares174,128 from 164,318
Change+9,810 (+6%)
Value$17.3M (+$442.9K)
Filed 2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED
Shares173,028 from 223,349
Change-50,321 (-23%)
Value$17.1M (-$5.7M)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares170,159 from 101,628
Change+68,531 (+67%)
Value$16.9M (+$6.9M)
Filed 2026-11-06
Financial Partners Group, Inc
INCREASED
Shares160,465 from 141,189
Change+19,276 (+14%)
Value$15.9M (+$1.5M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares156,978 from 79,031
Change+77,947 (+99%)
Value$15.6M (+$7.5M)
Filed 2026-10-16
LVM Capital Management LTD
DECREASED
Shares155,176 from 157,712
Change-2,536 (-2%)
Value$15.4M (+$15.4M)
Filed 2026-10-20
Oarsman Capital, Inc.
DECREASED
Shares150,558 from 166,320
Change-15,762 (-9%)
Value$14.9M (-$2.1M)
Filed 2026-11-05
Legacy Edge Advisors, LLC
DECREASED
Shares150,286 from 445,806
Change-295,520 (-66%)
Value$14.9M (-$30.7M)
Filed 2026-11-06
Townsend & Associates, Inc
DECREASED
Shares142,749 from 143,073
Change-324 (0%)
Value$13.2M (+$55.9K)
Filed 2026-10-23
Focused Wealth Management, Inc
INCREASED
Shares140,047 from 137,931
Change+2,116 (+2%)
Value$13.9M (-$234.5K)
Filed 2026-10-30
Central Bank & Trust Co
DECREASED
Shares137,487 from 141,052
Change-3,565 (-3%)
Value$13.6M (-$807.4K)
Filed 2026-10-09
Bare Financial Services, Inc
DECREASED
Shares133,152 from 145,341
Change-12,189 (-8%)
Value$13.2M (-$1.7M)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
INCREASED
Shares127,465 from 124,567
Change+2,898 (+2%)
Value$12.6M (-$114.0K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares125,974 from 119,701
Change+6,273 (+5%)
Value$12.5M (+$236.1K)
Filed 2026-10-22
Wallington Asset Management, LLC
DECREASED
Shares121,747 from 122,967
Change-1,220 (-1%)
Value$12.1M (-$516.8K)
Filed 2026-11-04
Kozak & Associates, Inc.
DECREASED
Shares120,231 from 139,690
Change-19,459 (-14%)
Value$11.4M (-$2.4M)
Filed 2026-10-29
Ironsides Asset Advisors, LLC
DECREASED
Shares116,297 from 116,607
Change-310 (0%)
Value$11.5M (-$406.2K)
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares111,636 from 105,796
Change+5,840 (+6%)
Value$11.1M (+$237.9K)
Filed 2026-10-21
Level Four Advisory Services, LLC
INCREASED
Shares110,306 from 96,683
Change+13,623 (+14%)
Value$10.9M (+$1.0M)
Filed 2026-11-06
New Wave Wealth Advisors LLC
INCREASED
Shares107,786 from 105,723
Change+2,063 (+2%)
Value$10.5M (-$335.4K)
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares103,361 from 101,754
Change+1,607 (+2%)
Value$10.2M (-$168.4K)
Filed 2026-11-05
State of Wyoming
UNCHANGED
Shares101,651 from 101,651
Change0 (0%)
Value$10.1M (-$327.3K)
Filed 2026-10-28
Inlight Wealth Management, LLC
INCREASED
Shares101,565 from 94,086
Change+7,479 (+8%)
Value$10.1M (+$438.1K)
Filed 2026-10-21
High Note Wealth, LLC
INCREASED
Shares101,443 from 99,752
Change+1,691 (+2%)
Value$10.1M (-$153.7K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares97,016 from 97,241
Change-225 (0%)
Value$9.6M (-$332.1K)
Filed 2026-10-28
Valley National Advisers Inc
INCREASED
Shares96,064 from 93,129
Change+2,935 (+3%)
Value$9.5M (-$9.1K)
Filed 2026-10-23
Matthew Goff Investment Advisor, LLC
DECREASED
Shares95,560 from 96,181
Change-621 (-1%)
Value$9.5M (-$371.2K)
Filed 2026-10-13
Forthright Family Wealth Advisory LLC
DECREASED
Shares95,206 from 95,513
Change-307 (0%)
Value$9.4M (-$337.9K)
Filed 2026-11-03
Noble Family Wealth, LLC
INCREASED
Shares94,735 from 93,311
Change+1,424 (+2%)
Value$9.4M (-$159.4K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares94,145 from 111,818
Change-17,673 (-16%)
Value$9.3M (-$2.1M)
Filed 2026-10-13
Foundry Financial Group, Inc.
INCREASED
Shares92,821 from 89,756
Change+3,065 (+3%)
Value$9.2M (+$14.7K)
Filed 2026-10-28
Camden National Bank
INCREASED
Shares89,253 from 84,257
Change+4,996 (+6%)
Value$8.8M (+$223.7K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
DECREASED
Shares87,172 from 93,707
Change-6,535 (-7%)
Value$8.6M (-$949.2K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
INCREASED
Shares86,168 from 80,337
Change+5,831 (+7%)
Value$8.5M (+$319.1K)
Filed 2026-10-08
Redw Wealth LLC
DECREASED
Shares85,432 from 91,716
Change-6,284 (-7%)
Value$8.5M (-$917.9K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares85,195 from 79,113
Change+6,082 (+8%)
Value$8.4M (+$347.9K)
Filed 2026-10-15
City of London Investment Management Co LTD
DECREASED
Shares84,830 from 85,270
Change-440 (-1%)
Value$8.4M (-$318.2K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares84,576 from 88,593
Change-4,017 (-5%)
Value$8.4M (-$683.2K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
INCREASED
Shares84,325 from 79,418
Change+4,907 (+6%)
Value$8.4M (+$230.5K)
Filed 2026-10-21
Sound Stewardship, LLC
INCREASED
Shares83,425 from 81,885
Change+1,540 (+2%)
Value$8.3M (-$111.1K)
Filed 2026-10-14
Norway Savings Bank
INCREASED
Shares82,774 from 80,721
Change+2,053 (+3%)
Value$8.2M (-$56.5K)
Filed 2026-10-20
Refined Wealth Management
INCREASED
Shares82,469 from 77,483
Change+4,986 (+6%)
Value$8.2M (+$244.5K)
Filed 2026-10-13
Intelligence Driven Advisers, LLC
INCREASED
Shares82,221 from 80,432
Change+1,789 (+2%)
Value$8.1M (-$81.8K)
Filed 2026-10-09
Brighton Jones LLC
DECREASED
Shares81,945 from 82,089
Change-144 (0%)
Value$8.1M (-$278.6K)
Filed 2026-11-03
Grey Ledge Advisors, LLC
INCREASED
Shares78,677 from 75,725
Change+2,952 (+4%)
Value$7.8M (+$48.7K)
Filed 2026-11-02
5th Street Advisors, LLC
DECREASED
Shares77,749 from 87,341
Change-9,592 (-11%)
Value$7.7M (-$1.2M)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares77,008 from 81,608
Change-4,600 (-6%)
Value$7.6M (-$718.5K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares76,718 from 72,445
Change+4,273 (+6%)
Value$7.6M (+$190.0K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares76,617 from 69,765
Change+6,852 (+10%)
Value$7.6M (+$454.2K)
Filed 2026-11-02
Caldwell Trust Co
INCREASED
Shares76,435 from 65,396
Change+11,039 (+17%)
Value$7.6M (+$883.2K)
Filed 2026-10-30
Montecito Bank & Trust
INCREASED
Shares74,980 from 74,043
Change+937 (+1%)
Value$7.4M (-$145.6K)
Filed 2026-10-01
Eley Financial Management, Inc
DECREASED
Shares74,240 from 74,790
Change-550 (-1%)
Value$7.4M (-$295.3K)
Filed 2026-11-03
Envision Financial LLC
INCREASED
Shares73,377 from 73,148
Change+229 (+0%)
Value$7.3M (-$212.8K)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares72,704 from 76,431
Change-3,727 (-5%)
Value$7.2M (-$615.4K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
DECREASED
Shares72,588 from 76,207
Change-3,619 (-5%)
Value$6.8M (-$567.3K)
Filed 2026-10-21
AGF Management LTD
DECREASED
Shares71,966 from 90,861
Change-18,895 (-21%)
Value$7.1M (-$2.2M)
Filed 2026-11-03
Absolute Capital Management, LLC
INCREASED
Shares71,721 from 66,994
Change+4,727 (+7%)
Value$7.1M (+$252.6K)
Filed 2026-10-16
Seven Bridges Advisors LLC
UNCHANGED
Shares71,615 from 71,615
Change0 (0%)
Value$7.1M (-$230.6K)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares71,602 from 70,269
Change+1,333 (+2%)
Value$7.1M (-$94.1K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares69,032 from 67,814
Change+1,218 (+2%)
Value$6.8M (-$97.7K)
Filed 2026-10-19
Client First Capital LLC
DECREASED
Shares68,386 from 71,793
Change-3,407 (-5%)
Value$6.8M (-$568.7K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares67,186 from 73,777
Change-6,591 (-9%)
Value$6.7M (-$890.6K)
Filed 2026-11-05
SFG Wealth Management, Llc.
NEW
Shares66,593
Change+66,593
Value$6.6M
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED
Shares65,053 from 58,338
Change+6,715 (+12%)
Value$6.4M (+$477.5K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
INCREASED
Shares64,674 from 64,414
Change+260 (+0%)
Value$6.4M (+$313.7K)
Filed 2026-10-29
MBL Wealth, LLC
DECREASED
Shares64,632 from 76,786
Change-12,154 (-16%)
Value$6.4M (-$1.5M)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares64,408
Change+64,408
Value$6.4M
Filed 2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares62,000 from 147,000
Change-85,000 (-58%)
Value$6.1M (-$8.9M)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
INCREASED
Shares58,474 from 58,302
Change+172 (+0%)
Value$5.8M (-$170.7K)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares58,364 from 29,383
Change+28,981 (+99%)
Value$5.5M (+$2.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares58,364 from 29,383
Change+28,981 (+99%)
Value$5.5M (+$2.8M)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares57,678 from 54,377
Change+3,301 (+6%)
Value$5.7M (+$152.0K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares57,193 from 6,969
Change+50,224 (+721%)
Value$5.7M (+$5.0M)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED
Shares57,008 from 68,646
Change-11,638 (-17%)
Value$5.6M (-$1.4M)
Filed 2026-10-16
Arbor Investment Advisors, LLC
INCREASED
Shares56,896 from 56,314
Change+582 (+1%)
Value$5.6M (-$123.6K)
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares56,157 from 56,654
Change-497 (-1%)
Value$5.6M (-$231.6K)
Filed 2026-11-06
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares55,358 from 51,055
Change+4,303 (+8%)
Value$5.5M (+$261.9K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares54,942 from 36,501
Change+18,441 (+51%)
Value$5.4M (+$1.8M)
Filed 2026-10-13
Bestgate Wealth Advisors, LLC
INCREASED
Shares54,621 from 22,866
Change+31,755 (+139%)
Value$5.4M (+$3.1M)
Filed 2026-10-13
Meridian Management Co
DECREASED
Shares53,998 from 56,501
Change-2,503 (-4%)
Value$5.4M (-$429.9K)
Filed 2026-11-06
Antonelli Financial Advisors, LLC
INCREASED
Shares53,747 from 43,616
Change+10,131 (+23%)
Value$5.3M (+$863.0K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares53,468 from 56,134
Change-2,666 (-5%)
Value$5.3M (-$444.9K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares53,337 from 51,675
Change+1,662 (+3%)
Value$5.3M (-$1.7K)
Filed 2026-10-15
Midwest Professional Planners, Ltd.
DECREASED
Shares53,063 from 53,324
Change-261 (0%)
Value$5.3M (-$197.5K)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares52,125 from 48,817
Change+3,308 (+7%)
Value$5.2M (+$170.6K)
Filed 2026-10-14
Gold Investment Management Ltd.
DECREASED
Shares51,764 from 53,351
Change-1,587 (-3%)
Value$5.1M (-$329.0K)
Filed 2026-10-19
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares51,030 from 51,030
Change0 (0%)
Value$5.1M (-$164.0K)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
INCREASED
Shares50,578 from 46,350
Change+4,228 (+9%)
Value$5.0M (+$269.7K)
Filed 2026-10-13
Sepio Capital, LP
INCREASED
Shares50,299 from 24,511
Change+25,788 (+105%)
Value$5.0M (+$2.5M)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares50,239 from 48,316
Change+1,923 (+4%)
Value$5.0M (+$35.0K)
Filed 2026-10-27
Brooklyn FI, LLC
INCREASED
Shares49,810 from 2,301
Change+47,509 (+2065%)
Value$4.5M (+$4.3M)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares49,342 from 34,802
Change+14,540 (+42%)
Value$4.9M (+$1.3M)
Filed 2026-10-23
Hyposwiss Advisors SA
INCREASED
Shares49,160 from 47,950
Change+1,210 (+3%)
Value$4.9M (-$34.5K)
Filed 2026-10-26
Live Oak Investment Partners
DECREASED
Shares49,098 from 49,787
Change-689 (-1%)
Value$4.9M (-$228.6K)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares48,972 from 47,927
Change+1,045 (+2%)
Value$4.9M (-$50.8K)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares46,822 from 42,812
Change+4,010 (+9%)
Value$4.6M (+$259.4K)
Filed 2026-10-22
Anson Capital, Inc.
DECREASED
Shares46,806 from 47,779
Change-973 (-2%)
Value$4.6M (-$250.2K)
Filed 2026-10-23
LVW Advisors, LLC
DECREASED
Shares46,614 from 54,032
Change-7,418 (-14%)
Value$4.6M (-$909.0K)
Filed 2026-10-19
Capital Advantage, Inc.
INCREASED
Shares45,749 from 39,761
Change+5,988 (+15%)
Value$4.5M (+$465.3K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares45,302 from 43,515
Change+1,787 (+4%)
Value$4.5M (+$36.9K)
Filed 2026-11-04
Silverleafe Capital Partners, LLC
DECREASED
Shares45,173 from 52,562
Change-7,389 (-14%)
Value$4.5M (-$901.3K)
Filed 2026-10-02
Madrid Wealth Management, LLC
DECREASED
Shares44,552 from 49,330
Change-4,778 (-10%)
Value$4.4M (-$632.3K)
Filed 2026-10-23
Cypress Capital, LLC
INCREASED
Shares44,523 from 44,381
Change+142 (+0%)
Value$4.4M (-$128.8K)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares43,702 from 35,675
Change+8,027 (+23%)
Value$3.9M (+$270.5K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares42,704 from 40,035
Change+2,669 (+7%)
Value$4.2M (+$135.5K)
Filed 2026-10-29
Shelton Wealth Management, LLC
DECREASED
Shares42,281 from 42,818
Change-537 (-1%)
Value$4.2M (-$191.1K)
Filed 2026-10-16
Farrell Financial LLC
INCREASED
Shares41,781 from 41,735
Change+46 (+0%)
Value$4.1M (-$129.8K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
DECREASED
Shares41,624 from 42,562
Change-938 (-2%)
Value$4.1M (-$230.0K)
Filed 2026-10-15
Denver PWM, LLC
INCREASED
Shares41,612 from 40,805
Change+807 (+2%)
Value$4.1M (+$153.0K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
INCREASED
Shares41,570 from 40,505
Change+1,065 (+3%)
Value$4.1M (-$24.9K)
Filed 2026-10-21
Nottingham Advisors, Inc.
UNCHANGED
Shares41,501 from 41,501
Change0 (0%)
Value$4.1M (+$318.3K)
Filed 2026-10-29
Community Bank, N.A.
UNCHANGED
Shares41,500 from 41,500
Change0 (0%)
Value$4.1M (-$133.6K)
Filed 2026-11-06
Hegarty Advisors, LLC
INCREASED
Shares41,348 from 35,726
Change+5,622 (+16%)
Value$4.1M (+$441.9K)
Filed 2026-10-20
Smithbridge Asset Management Inc
INCREASED
Shares41,259 from 41,211
Change+48 (+0%)
Value$4.1M (-$127.9K)
Filed 2026-10-19
AlphaCore Capital LLC
DECREASED
Shares41,044 from 43,083
Change-2,039 (-5%)
Value$4.1M (-$340.8K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares40,858 from 40,180
Change+678 (+2%)
Value$4.0M (-$62.2K)
Filed 2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED
Shares40,472 from 41,020
Change-548 (-1%)
Value$4.0M (-$186.4K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares39,830 from 18,961
Change+20,869 (+110%)
Value$3.9M (+$2.0M)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares39,681 from 39,658
Change+23 (+0%)
Value$3.9M (-$125.4K)
Filed 2026-10-02
Clear Harbor Asset Management, LLC
INCREASED
Shares39,536 from 35,946
Change+3,590 (+10%)
Value$3.9M (+$240.0K)
Filed 2026-11-05
Systelligence, LLC
DECREASED
Shares39,393 from 76,166
Change-36,773 (-48%)
Value$4.3M (-$3.5M)
Filed 2026-11-05
Catalyst Investment Management LLC
DECREASED
Shares38,975 from 40,235
Change-1,260 (-3%)
Value$3.9M (-$254.4K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares38,365 from 36,346
Change+2,019 (+6%)
Value$3.8M (+$83.1K)
Filed 2026-10-29
Smith Thornton Advisors LLC
INCREASED
Shares38,238 from 37,230
Change+1,008 (+3%)
Value$3.8M (+$279.3K)
Filed 2026-10-16
Form Wealth Advisors, LLC
DECREASED
Shares37,732 from 40,309
Change-2,577 (-6%)
Value$3.7M (-$385.1K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares36,947 from 33,740
Change+3,207 (+10%)
Value$3.3M (-$138.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares36,517 from 33,016
Change+3,501 (+11%)
Value$3.6M (+$240.6K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares36,471 from 37,962
Change-1,491 (-4%)
Value$3.6M (-$270.0K)
Filed 2026-10-28
Mogy Joel R Investment Counsel Inc
INCREASED
Shares36,188 from 15,018
Change+21,170 (+141%)
Value$3.6M (+$2.0M)
Filed 2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED
Shares36,163 from 35,508
Change+655 (+2%)
Value$3.6M (-$49.4K)
Filed 2026-10-29
Montag A & Associates Inc
INCREASED
Shares34,480 from 23,475
Change+11,005 (+47%)
Value$3.4M (+$1.0M)
Filed 2026-10-29
Planning Strategies Inc.
INCREASED
Shares34,261 from 32,784
Change+1,477 (+5%)
Value$3.4M (+$40.8K)
Filed 2026-10-02
Affinity Capital Advisors, LLC
DECREASED
Shares34,192 from 35,013
Change-821 (-2%)
Value$3.4M (-$122.3K)
Filed 2026-10-13
Balance Wealth Partners LLC
INCREASED
Shares33,757 from 30,671
Change+3,086 (+10%)
Value$3.3M (+$207.0K)
Filed 2026-10-27
XY Planning Network, Inc.
INCREASED
Shares33,379 from 29,233
Change+4,146 (+14%)
Value$3.3M (+$316.7K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
INCREASED
Shares33,008 from 32,271
Change+737 (+2%)
Value$3.3M (-$30.9K)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
INCREASED
Shares32,463 from 31,911
Change+552 (+2%)
Value$3.2M (-$48.1K)
Filed 2026-10-19
Powerhouse Assets LLC
DECREASED
Shares32,187 from 32,940
Change-753 (-2%)
Value$3.2M (-$180.7K)
Filed 2026-10-19
Apella Capital, LLC
DECREASED
Shares31,989 from 34,042
Change-2,053 (-6%)
Value$3.2M (-$80.9K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares31,311 from 30,589
Change+722 (+2%)
Value$3.1M (-$27.0K)
Filed 2026-10-26
MW Advisory, LLC
INCREASED
Shares30,750 from 20,981
Change+9,769 (+47%)
Value$3.0M (+$900.4K)
Filed 2026-10-19
Cornerstone Wealth, LLC
INCREASED
Shares30,209 from 19,698
Change+10,511 (+53%)
Value$2.8M (+$894.0K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares30,183 from 32,082
Change-1,899 (-6%)
Value$3.0M (-$291.5K)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares30,108 from 14,415
Change+15,693 (+109%)
Value$3.0M (+$1.5M)
Filed 2026-10-30
Fusion Family Wealth, LLC
UNCHANGED
Shares29,607 from 29,607
Change0 (0%)
Value$2.9M (-$95.3K)
Filed 2026-11-02
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares29,300 from 29,300
Change0 (0%)
Value$2.9M (-$94.3K)
Filed 2026-10-29
Leuthold Group, LLC
DECREASED
Shares29,268 from 29,743
Change-475 (-2%)
Value$2.9M (-$142.8K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares28,461 from 28,044
Change+417 (+1%)
Value$2.8M (-$49.0K)
Filed 2026-10-14
First Bank & Trust
UNCHANGED
Shares27,895 from 27,895
Change0 (0%)
Value$2.8M (-$89.8K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares27,494 from 24,094
Change+3,400 (+14%)
Value$2.7M (+$259.2K)
Filed 2026-11-03
Atticus Wealth Management, LLC
INCREASED
Shares26,742 from 21,747
Change+4,995 (+23%)
Value$2.6M (+$424.9K)
Filed 2026-10-20
Sound Portfolio Advisors, LLC
INCREASED
Shares26,720 from 19,791
Change+6,929 (+35%)
Value$2.6M (+$622.8K)
Filed 2026-11-05
Stegent Equity Advisors, Inc.
NEW
Shares26,266
Change+26,266
Value$2.6M
Filed 2026-10-13
Provident Wealth Management, LLC
DECREASED
Shares26,234 from 28,521
Change-2,287 (-8%)
Value$2.6M (-$318.4K)
Filed 2026-10-20
Founders Financial Securities LLC
NEW
Shares26,009
Change+26,009
Value$2.6M
Filed 2026-10-28
WT Wealth Management
DECREASED
Shares25,766 from 30,478
Change-4,712 (-15%)
Value$2.6M (-$565.0K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares25,324 from 22,672
Change+2,652 (+12%)
Value$2.4M (+$383.4K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares24,429 from 24,206
Change+223 (+1%)
Value$2.4M (-$55.8K)
Filed 2026-10-22
Gallacher Capital Management LLC
DECREASED
Shares24,312 from 35,142
Change-10,830 (-31%)
Value$2.4M (-$1.2M)
Filed 2026-10-30
Basso Capital Management, L.P.
DECREASED
Shares23,994 from 62,176
Change-38,182 (-61%)
Value$2.4M (-$4.0M)
Filed 2026-10-30
Cordoba Advisory Partners LLC
INCREASED
Shares23,837 from 22,320
Change+1,517 (+7%)
Value$2.4M (+$78.4K)
Filed 2026-10-19
Terra Nova Asset Management LLC
DECREASED
Shares23,707 from 23,723
Change-16 (0%)
Value$2.3M (-$77.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares23,396 from 22,689
Change+707 (+3%)
Value$2.3M (-$3.0K)
Filed 2026-11-05
Royal Harbor Partners, LLC
INCREASED
Shares23,055 from 22,962
Change+93 (+0%)
Value$2.3M (-$64.7K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
DECREASED
Shares22,802 from 22,884
Change-82 (0%)
Value$2.3M (+$4.6K)
Filed 2026-11-02
Sheets Smith Wealth Management
INCREASED
Shares22,432 from 22,097
Change+335 (+2%)
Value$2.2M (-$37.9K)
Filed 2026-10-16
First Financial Corp
UNCHANGED
Shares22,236 from 22,236
Change0 (0%)
Value$2.2M (-$71.6K)
Filed 2026-10-13
Goldenstone Wealth Management LLC
INCREASED
Shares22,137 from 21,568
Change+569 (+3%)
Value$2.2M (-$13.0K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
DECREASED
Shares22,095 from 23,231
Change-1,136 (-5%)
Value$2.2M (-$187.4K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED
Shares21,990 from 22,090
Change-100 (0%)
Value$2.2M (-$81.0K)
Filed 2026-10-05
WBH Advisory Inc
INCREASED
Shares21,577 from 12,375
Change+9,202 (+74%)
Value$2.1M (+$871.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares21,034 from 23,462
Change-2,428 (-10%)
Value$2.1M (-$316.1K)
Filed 2026-10-08
Advocate Investing Services LLC
UNCHANGED
Shares20,577 from 20,577
Change0 (0%)
Value$2.0M (-$66.3K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares20,204 from 19,936
Change+268 (+1%)
Value$2.0M (-$37.7K)
Filed 2026-11-03
Waycross Investment Management Co
INCREASED
Shares20,183 from 15,154
Change+5,029 (+33%)
Value$2.0M (+$449.5K)
Filed 2026-10-14
Catalyst Financial Partners LLC
INCREASED
Shares19,799 from 19,509
Change+290 (+1%)
Value$2.0M (-$34.1K)
Filed 2026-11-06
Marietta Wealth Management, LLC
INCREASED
Shares19,627 from 19,563
Change+64 (+0%)
Value$1.9M (-$134.6K)
Filed 2026-10-22
Quarry Hill Advisors, LLC
UNCHANGED
Shares19,280 from 19,280
Change0 (0%)
Value$1.9M (-$62.1K)
Filed 2026-11-04
AMG National Trust Bank
UNCHANGED
Shares19,011 from 19,011
Change0 (0%)
Value$1.9M (-$61.2K)
Filed 2026-11-05
TSA Wealth Managment LLC
UNCHANGED
Shares18,292 from 18,292
Change0 (0%)
Value$1.8M (-$58.9K)
Filed 2026-10-22
Orgel Wealth Management, LLC
DECREASED
Shares18,110 from 19,124
Change-1,014 (-5%)
Value$1.8M (-$162.0K)
Filed 2026-10-14
Box Hill Private Wealth LLC
INCREASED
Shares17,945 from 14,032
Change+3,913 (+28%)
Value$1.8M (+$342.6K)
Filed 2026-10-05
Diversified Enterprises, LLC
NEW
Shares17,897
Change+17,897
Value$1.8M
Filed 2026-10-19
Keystone Global Partners, LLC
NEW
Shares17,833
Change+17,833
Value$1.8M
Filed 2026-10-13
Fisher Asset Management, LLC
DECREASED
Shares16,838 from 17,039
Change-201 (-1%)
Value$1.7M (-$74.8K)
Filed 2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED
Shares16,750 from 16,750
Change0 (0%)
Value$1.7M (-$53.9K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares16,428 from 16,862
Change-434 (-3%)
Value$1.6M (-$97.3K)
Filed 2026-11-06
ShoreHaven Wealth Partners, LLC
DECREASED
Shares15,766 from 15,984
Change-218 (-1%)
Value$1.6M (-$73.1K)
Filed 2026-10-16
Security Financial Services, Inc.
DECREASED
Shares15,572 from 15,911
Change-339 (-2%)
Value$1.5M (-$84.9K)
Filed 2026-10-29
ERn Financial, LLC
DECREASED
Shares15,550 from 15,553
Change-3 (0%)
Value$1.5M (-$50.4K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
DECREASED
Shares15,324 from 15,953
Change-629 (-4%)
Value$1.5M (-$113.7K)
Filed 2026-10-21
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares15,319 from 13,643
Change+1,676 (+12%)
Value$1.5M (+$122.1K)
Filed 2026-10-14
AWM Capital, LLC
UNCHANGED
Shares15,250 from 15,250
Change0 (0%)
Value$1.5M (-$49.1K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares15,154 from 16,816
Change-1,662 (-10%)
Value$1.5M (-$218.8K)
Filed 2026-10-13
Ehrlich Financial Group
DECREASED
Shares15,133 from 15,398
Change-265 (-2%)
Value$1.5M (-$75.8K)
Filed 2026-10-20
Wedmont Private Capital
UNCHANGED
Shares14,713 from 14,713
Change0 (0%)
Value$1.4M (-$1.3K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares14,616 from 14,249
Change+367 (+3%)
Value$1.4M (+$327.3K)
Filed 2026-10-13
Williams & Novak Wealth Management, LLC
INCREASED
Shares14,520 from 14,410
Change+110 (+1%)
Value$1.4M (-$35.5K)
Filed 2026-10-09
Steph & Co
INCREASED
Shares14,509 from 14,063
Change+446 (+3%)
Value$1.4M (-$1.1K)
Filed 2026-10-07
Relyea Zuckerberg Hanson LLC
DECREASED
Shares14,170 from 14,182
Change-12 (0%)
Value$1.4M (-$46.9K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares14,150 from 5,740
Change+8,410 (+147%)
Value$1.4M (+$814.8K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares13,874 from 14,029
Change-155 (-1%)
Value$1.4M (-$60.5K)
Filed 2026-10-29
Ullmann Wealth Partners Group, LLC
DECREASED
Shares13,779 from 14,329
Change-550 (-4%)
Value$1.4M (-$100.6K)
Filed 2026-11-02
Advisory Solutions Group, LLC
INCREASED
Shares13,749 from 4,232
Change+9,517 (+225%)
Value$1.4M (+$929.3K)
Filed 2026-10-14
Clearstead Advisors, LLC
DECREASED
Shares13,710 from 14,971
Change-1,261 (-8%)
Value$1.4M (-$173.1K)
Filed 2026-11-06
JBGlobal.com LLC
DECREASED
Shares13,700 from 14,835
Change-1,135 (-8%)
Value$1.4M (-$160.2K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares13,466 from 13,963
Change-497 (-4%)
Value$1.3M (-$94.2K)
Filed 2026-10-29
Interchange Capital Partners, LLC
DECREASED
Shares13,308 from 14,089
Change-781 (-6%)
Value$1.3M (-$122.8K)
Filed 2026-10-28
CFS Investment Advisory Services, LLC
DECREASED
Shares13,207 from 13,360
Change-153 (-1%)
Value$1.3M (+$50.0K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED
Shares13,112 from 13,112
Change0 (0%)
Value$1.3M (-$42.2K)
Filed 2026-10-28
Global Strategic Investment Solutions, LLC
INCREASED
Shares12,895 from 12,496
Change+399 (+3%)
Value$1.3M (-$705)
Filed 2026-10-16
Breakwater Capital Group
INCREASED
Shares12,748 from 12,714
Change+34 (+0%)
Value$1.3M (-$37.5K)
Filed 2026-10-09
Solstein Capital, LLC
UNCHANGED
Shares12,564 from 12,564
Change0 (0%)
Value$1.2M (-$40.5K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares12,479 from 12,479
Change0 (0%)
Value$1.2M (-$40.2K)
Filed 2026-10-30
Summa Corp.
NEW
Shares12,432
Change+12,432
Value$1.2M
Filed 2026-10-30
Financial Life Advisors
UNCHANGED
Shares12,401 from 12,401
Change0 (0%)
Value$1.2M (-$39.9K)
Filed 2026-10-14
Commerce Advisors, LLC
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$1.2M (-$39.6K)
Filed 2026-10-19
Essential Investment Partners LLC
DECREASED
Shares12,166 from 12,226
Change-60 (0%)
Value$1.2M (-$45.3K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,053 from 8,630
Change+3,423 (+40%)
Value$1.2M (+$327.2K)
Filed 2026-10-13
Burke & Herbert Bank & Trust Co
INCREASED
Shares11,995 from 10,810
Change+1,185 (+11%)
Value$1.2M (+$82.6K)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares11,969 from 11,862
Change+107 (+1%)
Value$1.2M (-$27.6K)
Filed 2026-10-27
Means Investment Co., Inc.
DECREASED
Shares11,883 from 12,436
Change-553 (-4%)
Value$1.2M (-$94.8K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares11,701 from 11,995
Change-294 (-2%)
Value$1.2M (-$67.8K)
Filed 2026-10-19
Willis Johnson Wealth, Inc.
DECREASED
Shares11,697 from 11,790
Change-93 (-1%)
Value$1.2M (-$47.2K)
Filed 2026-11-03
Trust Co of Oklahoma
NEW
Shares11,402
Change+11,402
Value$1.1M
Filed 2026-10-15
Paragon Capital Management Inc
DECREASED
Shares11,390 from 11,498
Change-108 (-1%)
Value$1.1M (-$47.7K)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares11,121 from 9,582
Change+1,539 (+16%)
Value$1.1M (+$121.6K)
Filed 2026-10-28
W Advisors, LLC
UNCHANGED
Shares11,098 from 11,098
Change0 (0%)
Value$1.1M (-$35.7K)
Filed 2026-11-02
Innealta Capital, LLC
DECREASED
Shares11,091 from 12,756
Change-1,665 (-13%)
Value$1.1M (-$206.0K)
Filed 2026-11-02
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares11,066 from 11,066
Change0 (0%)
Value$1.1M (-$35.6K)
Filed 2026-10-19
Winthrop Capital Management, LLC
DECREASED
Shares11,015 from 11,030
Change-15 (0%)
Value$1.1M (-$36.7K)
Filed 2026-11-05
Richard P Slaughter Associates Inc
NEW
Shares11,005
Change+11,005
Value$1.1M
Filed 2026-10-13
Sage Financial Group Inc
INCREASED
Shares10,887 from 10,014
Change+873 (+9%)
Value$1.1M (+$54.3K)
Filed 2026-10-27
Legacy Advisors, LLC
NEW
Shares10,764
Change+10,764
Value$1.1M
Filed 2026-10-19
Security National Bank
INCREASED
Shares10,763 from 9,058
Change+1,705 (+19%)
Value$1.1M (+$139.8K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
DECREASED
Shares10,749 from 11,562
Change-813 (-7%)
Value$1.1M (-$117.8K)
Filed 2026-11-06
Claro Advisors Inc.
INCREASED
Shares10,723 from 9,722
Change+1,001 (+10%)
Value$1.1M (+$67.9K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares10,655 from 8,636
Change+2,019 (+23%)
Value$1.1M (+$172.2K)
Filed 2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares10,349 from 10,050
Change+299 (+3%)
Value$1.0M (-$2.7K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares10,232 from 10,195
Change+37 (+0%)
Value$1.0M (-$29.2K)
Filed 2026-10-21
Global Assets Advisory, LLC
INCREASED
Shares10,164 from 6,276
Change+3,888 (+62%)
Value$1.0M (+$425.5K)
Filed 2026-10-28
Dana Investment Advisors, Inc.
INCREASED
Shares10,036 from 9,941
Change+95 (+1%)
Value$994.4K (-$22.6K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares9,994
Change+9,994
Value$990.2K
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares9,977 from 9,858
Change+119 (+1%)
Value$988.5K (-$19.9K)
Filed 2026-10-19
Olio Financial Planning
DECREASED
Shares9,973 from 10,430
Change-457 (-4%)
Value$988.1K (-$78.9K)
Filed 2026-10-22
NWF Advisory Services Inc.
UNCHANGED
Shares9,957 from 9,957
Change0 (0%)
Value$986.5K (-$32.1K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,900 from 10,708
Change-808 (-8%)
Value$980.9K (-$114.5K)
Filed 2026-10-20
Nations Financial Group Inc,
DECREASED
Shares9,761 from 9,821
Change-60 (-1%)
Value$967.2K (-$37.6K)
Filed 2026-11-05
21 West Wealth Management LLC
DECREASED
Shares9,597 from 10,728
Change-1,131 (-11%)
Value$950.9K (-$146.6K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares9,588 from 10,040
Change-452 (-4%)
Value$950.0K (-$77.1K)
Filed 2026-11-04
Wealthcare Capital Management LLC
DECREASED
Shares9,544 from 9,720
Change-176 (-2%)
Value$945.6K (-$48.7K)
Filed 2026-10-21
Vestor Capital, LLC
INCREASED
Shares9,455 from 403
Change+9,052 (+2246%)
Value$8.1K (+$7.9K)
Filed 2026-11-04
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares9,455 from 9,455
Change0 (0%)
Value$936.8K (-$30.4K)
Filed 2026-11-05
NBT Bank, N.A.
INCREASED
Shares9,340 from 9,025
Change+315 (+3%)
Value$925.4K (+$2.1K)
Filed 2026-10-21
Wright Wealth LLC
DECREASED
Shares9,311 from 9,338
Change-27 (0%)
Value$922.5K (-$32.8K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares9,257 from 9,007
Change+250 (+3%)
Value$917.2K (-$4.2K)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED
Shares9,241 from 8,503
Change+738 (+9%)
Value$915.6K (+$45.7K)
Filed 2026-11-06
West Wealth Group, LLC
DECREASED
Shares9,056 from 9,434
Change-378 (-4%)
Value$897.3K (-$67.9K)
Filed 2026-10-14
Simon Quick Advisors, LLC
INCREASED
Shares8,973 from 3,973
Change+5,000 (+126%)
Value$889.0K (+$482.6K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares8,882 from 5,270
Change+3,612 (+69%)
Value$880.0K (+$340.9K)
Filed 2026-10-26
Keudell ison Wealth Management
DECREASED
Shares8,853 from 8,953
Change-100 (-1%)
Value$877.2K (-$38.7K)
Filed 2026-10-16
Lpwm LLC
INCREASED
Shares8,744 from 8,070
Change+674 (+8%)
Value$866.4K (+$40.8K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares8,719 from 11,425
Change-2,706 (-24%)
Value$863.8K (-$304.9K)
Filed 2026-10-14
Porter White Investment Advisors, Inc.
INCREASED
Shares8,648 from 4,324
Change+4,324 (+100%)
Value$856.9K (+$414.5K)
Filed 2026-10-14
Bulwark Capital Corp
DECREASED
Shares8,454 from 10,941
Change-2,487 (-23%)
Value$837.6K (-$281.6K)
Filed 2026-10-13
Uptown Financial Advisors LLC
UNCHANGED
Shares8,409 from 8,409
Change0 (0%)
Value$833.2K (-$27.1K)
Filed 2026-10-15
Belvedere Trading LLC
INCREASED
Shares8,333 from 8,310
Change+23 (+0%)
Value$825.6K (-$24.5K)
Filed 2026-11-05
Nvwm, LLC
INCREASED
Shares8,303 from 8,153
Change+150 (+2%)
Value$822.7K (-$11.4K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares8,175 from 6,936
Change+1,239 (+18%)
Value$810.0K (+$100.4K)
Filed 2026-11-04
Princeton Global Asset Management LLC
DECREASED
Shares8,142 from 8,153
Change-11 (0%)
Value$806.7K (-$27.3K)
Filed 2026-10-21
Richardson Financial Services Inc.
NEW
Shares8,141
Change+8,141
Value$806.6K
Filed 2026-10-30
Cosner Financial Group, LLC
DECREASED
Shares8,043 from 8,203
Change-160 (-2%)
Value$796.9K (-$42.3K)
Filed 2026-11-03
Neumann Capital Management, LLC
NEW
Shares8,033
Change+8,033
Value$795.9K
Filed 2026-10-15
Legacy Trust
DECREASED
Shares7,780 from 8,922
Change-1,142 (-13%)
Value$697.9K (-$214.9K)
Filed 2026-11-06
Keeler Thomas Management LLC
NEW
Shares7,611
Change+7,611
Value$754.1K
Filed 2026-10-29
F&V Capital Management, LLC
DECREASED
Shares7,605 from 8,155
Change-550 (-7%)
Value$754 (-$833.2K)
Filed 2026-10-19
Rede Wealth, LLC
INCREASED
Shares7,455 from 7,421
Change+34 (+0%)
Value$738.6K (-$20.5K)
Filed 2026-10-22
Plancorp, LLC
NEW
Shares7,371
Change+7,371
Value$661.2K
Filed 2026-11-03
Watershed Private Wealth LLC
INCREASED
Shares7,322 from 6,920
Change+402 (+6%)
Value$725.5K (+$17.5K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares7,275 from 8,226
Change-951 (-12%)
Value$720.8K (-$120.7K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED
Shares7,228 from 7,228
Change0 (0%)
Value$716.2K (-$23.3K)
Filed 2026-10-05
Asempa Wealth Advisors
DECREASED
Shares7,175 from 7,182
Change-7 (0%)
Value$712.8K (-$22.0K)
Filed 2026-10-07
Cypress Wealth Services, LLC
DECREASED
Shares7,008 from 7,035
Change-27 (0%)
Value$704.2K (-$15.5K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares6,998 from 6,998
Change0 (0%)
Value$715.9K ($0)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,939 from 5,787
Change+1,152 (+20%)
Value$687.5K (+$95.4K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares6,858 from 6,054
Change+804 (+13%)
Value$679.5K (+$60.2K)
Filed 2026-10-30
Telos Capital Management, Inc.
DECREASED
Shares6,638 from 6,716
Change-78 (-1%)
Value$657.7K (-$29.4K)
Filed 2026-11-02
Churchill Financial Advisors, LLC
DECREASED
Shares6,608 from 6,665
Change-57 (-1%)
Value$654.7K (-$27.1K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares6,557 from 6,639
Change-82 (-1%)
Value$649.7K (-$29.5K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
DECREASED
Shares6,537 from 7,035
Change-498 (-7%)
Value$647.7K (-$72.0K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED
Shares6,467 from 4,400
Change+2,067 (+47%)
Value$640.7K (+$190.6K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares6,458 from 5,412
Change+1,046 (+19%)
Value$639.9K (+$86.2K)
Filed 2026-10-20
PDS Planning, Inc
DECREASED
Shares6,448 from 6,637
Change-189 (-3%)
Value$638.8K (-$40.1K)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares6,332 from 6,332
Change0 (0%)
Value$627.4K (-$20.4K)
Filed 2026-10-21
Foster Group, Inc.
DECREASED
Shares6,149 from 6,223
Change-74 (-1%)
Value$609.2K (-$27.4K)
Filed 2026-10-13
Ashford Advisors, LLC
UNCHANGED
Shares6,142 from 6,142
Change0 (0%)
Value$608.5K (-$19.8K)
Filed 2026-11-02
Advus Financial Partners, LLC
DECREASED
Shares6,133 from 6,855
Change-722 (-11%)
Value$607.7K (-$93.6K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares6,121 from 6,836
Change-715 (-10%)
Value$606.5K (-$92.9K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares6,098 from 5,437
Change+661 (+12%)
Value$604.2K (+$48.0K)
Filed 2026-10-23
Moran Wealth Management, LLC
INCREASED
Shares6,084 from 4,549
Change+1,535 (+34%)
Value$602.8K (+$137.4K)
Filed 2026-10-22
Lmcg Investments, LLC
INCREASED
Shares6,006 from 5,893
Change+113 (+2%)
Value$595.1K (-$7.8K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares6,006 from 5,893
Change+113 (+2%)
Value$595.1K (-$7.8K)
Filed 2026-10-05
Brookstone Capital Management
INCREASED
Shares6,003 from 5,792
Change+211 (+4%)
Value$594.7K (+$2.3K)
Filed 2026-10-22
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares5,996 from 6,756
Change-760 (-11%)
Value$594.1K (-$97.1K)
Filed 2026-11-03
Marathon Strategic Advisors, LLC
INCREASED
Shares5,992 from 5,883
Change+109 (+2%)
Value$593.7K (-$8.1K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
DECREASED
Shares5,961 from 6,008
Change-47 (-1%)
Value$590.6K (-$24.0K)
Filed 2026-10-15
Wedbush Securities Inc
INCREASED
Shares5,951 from 4,318
Change+1,633 (+38%)
Value$590 (-$441.4K)
Filed 2026-10-22
Hudson Oak Wealth Advisory LLC
DECREASED
Shares5,934 from 6,200
Change-266 (-4%)
Value$587.9K (-$46.3K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
UNCHANGED
Shares5,869 from 5,869
Change0 (0%)
Value$581.5K (-$18.9K)
Filed 2026-10-30
Asset Dedication, LLC
INCREASED
Shares5,843 from 5,221
Change+622 (+12%)
Value$578.9K (+$44.8K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares5,814 from 10,948
Change-5,134 (-47%)
Value$576.1K (-$543.9K)
Filed 2026-10-15
Redwood Financial Network Corp
INCREASED
Shares5,790 from 2,975
Change+2,815 (+95%)
Value$573.6K (+$269.3K)
Filed 2026-11-03
Revisor Wealth Management LLC
UNCHANGED
Shares5,572 from 5,572
Change0 (0%)
Value$533.1K (-$36.9K)
Filed 2026-10-20
Apeiron RIA LLC
DECREASED
Shares5,539 from 6,171
Change-632 (-10%)
Value$550.2K (-$81.0K)
Filed 2026-10-08
One Advisory Partners, LLC
INCREASED
Shares5,536 from 5,322
Change+214 (+4%)
Value$548.5K (+$4.1K)
Filed 2026-10-22
Miller Global Investments, LLC
DECREASED
Shares5,511 from 5,512
Change-1 (0%)
Value$546.0K (-$17.8K)
Filed 2026-10-02
Americana Partners, LLC
INCREASED
Shares5,509 from 3,650
Change+1,859 (+51%)
Value$545.8K (+$172.3K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares5,488 from 5,706
Change-218 (-4%)
Value$543.8K (-$40.0K)
Filed 2026-10-19
Elser Financial Planning, Inc
DECREASED
Shares5,456 from 5,796
Change-340 (-6%)
Value$540.6K (-$52.4K)
Filed 2026-10-16
First Premier Bank
UNCHANGED
Shares5,420 from 5,420
Change0 (0%)
Value$537 (-$18)
Filed 2026-10-13
Veltria Advisors Corp.
UNCHANGED
Shares5,389 from 5,389
Change0 (0%)
Value$533.9K (-$17.4K)
Filed 2026-11-05
Bison Wealth, LLC
DECREASED
Shares5,385 from 5,399
Change-14 (0%)
Value$528.0K (-$12.9K)
Filed 2026-10-13
Aspetuck Financial Management LLC
DECREASED
Shares5,334 from 6,390
Change-1,056 (-17%)
Value$528.5K (-$125.2K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares5,288 from 5,290
Change-2 (0%)
Value$523.9K (-$17.2K)
Filed 2026-10-23
Natixis
DECREASED
Shares5,283 from 17,543
Change-12,260 (-70%)
Value$524.4K (-$1.3M)
Filed 2026-11-06
SJS Investment Consulting Inc.
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$501.6K (-$16.3K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares5,026 from 1,378
Change+3,648 (+265%)
Value$498.0K (+$357.0K)
Filed 2026-11-05
Capital Wealth Alliance, LLC
NEW
Shares5,001
Change+5,001
Value$495.5K
Filed 2026-10-20
Novem Group
DECREASED
Shares4,980 from 8,193
Change-3,213 (-39%)
Value$493.4K (-$344.7K)
Filed 2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares4,913 from 8,354
Change-3,441 (-41%)
Value$486.8K (-$367.8K)
Filed 2026-10-28
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares4,876 from 6,273
Change-1,397 (-22%)
Value$483.1K (-$158.6K)
Filed 2026-10-21
Altfest L J & Co Inc
DECREASED
Shares4,840 from 5,193
Change-353 (-7%)
Value$479.5K (-$51.7K)
Filed 2026-10-27
GreatBanc Trust Co
UNCHANGED
Shares4,835 from 4,835
Change0 (0%)
Value$479.1K (-$15.6K)
Filed 2026-11-04
HMV Wealth Advisors, LLC
DECREASED
Shares4,785 from 5,445
Change-660 (-12%)
Value$474.1K (-$82.9K)
Filed 2026-10-27
Pines Wealth Management, LLC
INCREASED
Shares4,775 from 4,748
Change+27 (+1%)
Value$473.1K (-$12.6K)
Filed 2026-10-21
Silverlake Wealth Management LLC
INCREASED
Shares4,755 from 2,186
Change+2,569 (+118%)
Value$471.1K (+$247.6K)
Filed 2026-10-21
Avior Wealth Management, LLC
UNCHANGED
Shares4,731 from 4,731
Change0 (0%)
Value$468.8K (-$15.2K)
Filed 2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED
Shares4,717 from 3,680
Change+1,037 (+28%)
Value$467.4K (+$90.9K)
Filed 2026-10-09
Sigma Planning Corp
DECREASED
Shares4,687 from 5,083
Change-396 (-8%)
Value$442.1K (-$77.9K)
Filed 2026-10-23
Smith Partners Wealth Management, LLC
UNCHANGED
Shares4,667 from 4,667
Change0 (0%)
Value$462.4K (-$15.0K)
Filed 2026-11-05
Prudent Man Investment Management, Inc.
DECREASED
Shares4,604 from 4,729
Change-125 (-3%)
Value$456.2K (+$112.5K)
Filed 2026-11-03
Cypress Point Wealth Management, LLC
UNCHANGED
Shares4,487 from 4,487
Change0 (0%)
Value$444.5K (-$14.4K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
DECREASED
Shares4,427 from 4,663
Change-236 (-5%)
Value$438.6K (-$38.4K)
Filed 2026-10-14
Morling Financial Advisors, LLC
UNCHANGED
Shares4,394 from 4,394
Change0 (0%)
Value$435.4K (-$14.1K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
NEW
Shares4,369
Change+4,369
Value$432.9K
Filed 2026-10-13
RDA Financial Network
INCREASED
Shares4,363 from 2,072
Change+2,291 (+111%)
Value$432.3K (+$220.3K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
INCREASED
Shares4,326 from 3,990
Change+336 (+8%)
Value$428.6K (+$20.4K)
Filed 2026-11-03
PUREfi Wealth, LLC
INCREASED
Shares4,200 from 3,000
Change+1,200 (+40%)
Value$416.1K (+$109.2K)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
INCREASED
Shares4,187 from 4,170
Change+17 (+0%)
Value$414.8K (-$11.7K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares4,179 from 4,388
Change-209 (-5%)
Value$414.1K (-$34.8K)
Filed 2026-10-28
Alpha Omega Wealth Management LLC
UNCHANGED
Shares4,174 from 4,174
Change0 (0%)
Value$413.6K (-$13.4K)
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares4,171
Change+4,171
Value$413.3K
Filed 2026-11-04
Retirement Wealth Solutions LLC
UNCHANGED
Shares4,137 from 4,137
Change0 (0%)
Value$409.9K (-$13.3K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
DECREASED
Shares4,099 from 4,534
Change-435 (-10%)
Value$406.2K (-$57.7K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,083 from 4,347
Change-264 (-6%)
Value$404.6K (-$40.1K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares4,027 from 4,053
Change-26 (-1%)
Value$399.0K (-$15.6K)
Filed 2026-10-09
Hudock, Inc.
DECREASED
Shares4,021 from 4,055
Change-34 (-1%)
Value$398.5K (-$16.4K)
Filed 2026-10-14
Wolverine Asset Management LLC
NEW
Shares4,000
Change+4,000
Value$396.3K
Filed 2026-11-02
Pacific Park Financial, Inc.
DECREASED
Shares3,973 from 5,061
Change-1,088 (-21%)
Value$393.6K (-$124.1K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares3,926 from 3,926
Change0 (0%)
Value$389.0K (-$12.6K)
Filed 2026-10-23
Core Wealth Advisors, LLC
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$387.0K (-$12.6K)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares3,904 from 3,904
Change0 (0%)
Value$387 (-$398.6K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares3,842 from 4,043
Change-201 (-5%)
Value$380.7K (+$6.4K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares3,830 from 3,566
Change+264 (+7%)
Value$379.4K (+$14.7K)
Filed 2026-10-22
Curated Wealth Partners LLC
UNCHANGED
Shares3,772 from 3,772
Change0 (0%)
Value$373.7K (-$12.1K)
Filed 2026-10-15
Northwest Wealth Management, LLC
UNCHANGED
Shares3,712 from 3,712
Change0 (0%)
Value$367.8K (-$12.0K)
Filed 2026-10-30
Fifth Third Securities, Inc.
NEW
Shares3,554
Change+3,554
Value$352.1K
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares3,512 from 3,398
Change+114 (+3%)
Value$348.0K (+$353)
Filed 2026-11-03
Root Financial Partners, LLC
DECREASED
Shares3,510 from 3,529
Change-19 (-1%)
Value$347.8K (-$13.2K)
Filed 2026-10-21
Howard Financial Services, Ltd.
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$346.4K (-$11.3K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$346.4K (-$11.3K)
Filed 2026-10-16
Accel Wealth Management
UNCHANGED
Shares3,492 from 3,492
Change0 (0%)
Value$346.0K (-$11.2K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares3,455 from 3,881
Change-426 (-11%)
Value$342.4K (-$54.7K)
Filed 2026-10-30
United Advisor Group, LLC
NEW
Shares3,426
Change+3,426
Value$339.4K
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares3,382 from 3,382
Change0 (0%)
Value$335.1K (-$10.9K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares3,335 from 3,243
Change+92 (+3%)
Value$330.4K (-$1.3K)
Filed 2026-10-26
MCF Advisors LLC
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$328.7K (-$10.7K)
Filed 2026-10-28
Mills Wealth Advisors LLC
INCREASED
Shares3,316 from 3,204
Change+112 (+4%)
Value$328.5K (+$780)
Filed 2026-10-22
Investment Research Partners LLC
DECREASED
Shares3,282 from 3,425
Change-143 (-4%)
Value$325.2K (-$25.2K)
Filed 2026-10-19
Moors & Cabot, Inc.
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$319.8K (-$10.4K)
Filed 2026-11-06
BridgePort Financial Solutions, LLC
DECREASED
Shares3,223 from 3,835
Change-612 (-16%)
Value$319.3K (-$73.0K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$318.2K (-$10.3K)
Filed 2026-11-04
Brian LOW Financial Group, LLC
INCREASED
Shares3,202 from 3,154
Change+48 (+2%)
Value$317.3K (-$5.4K)
Filed 2026-10-28
RMR Wealth Builders
INCREASED
Shares3,165 from 3,006
Change+159 (+5%)
Value$313.6K (+$6.1K)
Filed 2026-10-22
Unify Financial Advisors
UNCHANGED
Shares3,141 from 3,141
Change0 (0%)
Value$311.2K (-$10.1K)
Filed 2026-11-03
LWM Advisors Inc
UNCHANGED
Shares3,141 from 3,141
Change0 (0%)
Value$311.2K (-$10.1K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
INCREASED
Shares3,115 from 2,150
Change+965 (+45%)
Value$308.6K (+$88.7K)
Filed 2026-10-30
apricus wealth, LLC
UNCHANGED
Shares3,080 from 3,080
Change0 (0%)
Value$305.2K (-$9.9K)
Filed 2026-10-26
Vertrix Wealth Management, LLC
INCREASED
Shares3,047 from 2,845
Change+202 (+7%)
Value$301.9K (+$10.8K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares3,044
Change+3,044
Value$301.6K
Filed 2026-10-28
Tenon Financial LLC
UNCHANGED
Shares3,007 from 3,007
Change0 (0%)
Value$298.0K (-$9.7K)
Filed 2026-10-14
Stapp Wealth Management, Pllc
INCREASED
Shares2,949 from 2,774
Change+175 (+6%)
Value$292.2K (+$8.4K)
Filed 2026-10-15
TPG Advisors LLC
UNCHANGED
Shares2,944 from 2,944
Change0 (0%)
Value$291.7K (-$9.5K)
Filed 2026-10-16
D'Orazio & Associates, Inc.
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$289.0K (-$9.4K)
Filed 2026-11-04
Parsons Capital Management Inc
DECREASED
Shares2,915 from 3,337
Change-422 (-13%)
Value$288.8K (-$52.6K)
Filed 2026-10-28
Weitzel Financial Services, Inc.
DECREASED
Shares2,903 from 2,961
Change-58 (-2%)
Value$429.9K (+$13.3K)
Filed 2026-10-16
Cove Private Wealth, LLC
INCREASED
Shares2,851 from 2,500
Change+351 (+14%)
Value$282.5K (+$26.7K)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares2,840 from 3,659
Change-819 (-22%)
Value$281.3K (-$93.0K)
Filed 2026-11-03
Goldstein Advisors, LLC
DECREASED
Shares2,817 from 2,827
Change-10 (0%)
Value$279.1K (-$10.1K)
Filed 2026-10-15
Factor Wealth Management LTD
UNCHANGED
Shares2,805 from 2,805
Change0 (0%)
Value$277.9K (-$9.0K)
Filed 2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,766 from 2,427
Change+339 (+14%)
Value$274.1K (+$25.8K)
Filed 2026-10-28
Invested Advisors
DECREASED
Shares2,749 from 2,892
Change-143 (-5%)
Value$272.4K (-$23.5K)
Filed 2026-10-23
Deutsche Bank Ag\
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$263.2K (-$8.6K)
Filed 2026-11-06
Manchester Capital Management LLC
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$261.1K (-$8.5K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares2,591 from 2,416
Change+175 (+7%)
Value$256.7K (+$9.6K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,578 from 2,592
Change-14 (-1%)
Value$255.4K (-$9.7K)
Filed 2026-10-08
Opus Financial Solutions LLC
DECREASED
Shares2,573 from 2,929
Change-356 (-12%)
Value$254.9K (-$44.7K)
Filed 2026-11-06
Cutler Investment Counsel LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$254.6K (-$8.3K)
Filed 2026-10-28
First National Trust Co
DECREASED
Shares2,566 from 4,915
Change-2,349 (-48%)
Value$254.2K (-$248.6K)
Filed 2026-10-28
Dala Group, LLC
UNCHANGED
Shares2,565 from 2,565
Change0 (0%)
Value$254.1K (-$8.3K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,538 from 2,811
Change-273 (-10%)
Value$251.5K (-$36.1K)
Filed 2026-10-14
Bayshore Asset Management, LLC
NEW
Shares2,500
Change+2,500
Value$245.1K
Filed 2026-11-03
Virginia Retirement Systems ET Al
NEW
Shares2,500
Change+2,500
Value$247.7K
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED
Shares2,500 from 3,025
Change-525 (-17%)
Value$247.7K (-$61.8K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares2,497 from 2,759
Change-262 (-9%)
Value$247.4K (-$34.8K)
Filed 2026-11-05
Berman McAleer LLC
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$247.0K (-$8.0K)
Filed 2026-10-16
SVB Wealth LLC
DECREASED
Shares2,479 from 2,503
Change-24 (-1%)
Value$245.6K (-$10.4K)
Filed 2026-11-06
Elevated Financial Group LLC
INCREASED
Shares2,460 from 2,421
Change+39 (+2%)
Value$243.7K (-$3.9K)
Filed 2026-10-16
Sigma Investment Counselors Inc
NEW
Shares2,446
Change+2,446
Value$242.4K
Filed 2026-10-27
Mascagni Wealth Management, Inc.
INCREASED
Shares2,437 from 2,318
Change+119 (+5%)
Value$241.5K (+$4.3K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares2,432 from 2,034
Change+398 (+20%)
Value$241.0K (+$32.9K)
Filed 2026-10-13
BLB&B Advisors, LLC
UNCHANGED
Shares2,429 from 2,429
Change0 (0%)
Value$240.7K (-$7.8K)
Filed 2026-10-27
Lake Street Private Wealth, LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$240.3K (-$6.2K)
Filed 2026-10-22
Keener Financial Planning LLC
INCREASED
Shares2,418 from 2,407
Change+11 (+0%)
Value$239.6K (-$6.4K)
Filed 2026-11-06
Zenith Solutions, Inc.
INCREASED
Shares2,416 from 2,301
Change+115 (+5%)
Value$239.4K (+$3.9K)
Filed 2026-10-19
Narus Financial Partners, LLC
DECREASED
Shares2,411 from 3,321
Change-910 (-27%)
Value$238.9K (-$100.9K)
Filed 2026-10-19
Missouri Trust & Investment Co
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$237.8K (+$16.7K)
Filed 2026-11-04
Strategic Wealth Advisors LLC
DECREASED
Shares2,376 from 2,521
Change-145 (-6%)
Value$235.4K (+$235.2K)
Filed 2026-11-06
Insight 2811, Inc.
DECREASED
Shares2,373 from 2,439
Change-66 (-3%)
Value$235.1K (-$14.4K)
Filed 2026-11-06
Greenspring Advisors, LLC
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$234.7K (-$7.6K)
Filed 2026-11-05
Sharkey, Howes & Javer
DECREASED
Shares2,365 from 2,367
Change-2 (0%)
Value$234.3K (-$7.8K)
Filed 2026-10-22
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$232.8K (-$7.6K)
Filed 2026-10-13
DBK Financial Counsel, LLC
DECREASED
Shares2,348 from 2,698
Change-350 (-13%)
Value$232.6K (-$43.4K)
Filed 2026-10-13
Hurley Capital, LLC
INCREASED
Shares2,343 from 1,246
Change+1,097 (+88%)
Value$232.2K (+$104.8K)
Filed 2026-11-05
Mainstream Capital Management LLC
DECREASED
Shares2,338 from 2,611
Change-273 (-10%)
Value$231.6K (-$35.5K)
Filed 2026-10-23
RS Crum Inc.
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$231.2K (-$7.5K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
NEW
Shares2,310
Change+2,310
Value$228.9K
Filed 2026-11-02
Clarity Asset Management, Inc.
DECREASED
Shares2,303 from 2,313
Change-10 (0%)
Value$228.2K (-$8.5K)
Filed 2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares2,300 from 1,300
Change+1,000 (+77%)
Value$227.9K (+$94.9K)
Filed 2026-10-29
Matrix Asset Advisors Inc
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$227.1K (-$7.4K)
Filed 2026-10-13
Davenport & Co LLC
NEW
Shares2,287
Change+2,287
Value$226.6K
Filed 2026-10-14
J2 Capital Management Inc
DECREASED
Shares2,285 from 11,388
Change-9,103 (-80%)
Value$226.4K (-$938.6K)
Filed 2026-10-19
Greenleaf Trust
DECREASED
Shares2,284 from 2,402
Change-118 (-5%)
Value$226.3K (-$19.4K)
Filed 2026-10-29
Orca Wealth Management, LLC
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$224.6K (-$7.3K)
Filed 2026-10-14
Hoge Financial Services, LLC
DECREASED
Shares2,258 from 2,311
Change-53 (-2%)
Value$223.8K (-$12.7K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
DECREASED
Shares2,247 from 2,902
Change-655 (-23%)
Value$222.7K (-$74.2K)
Filed 2026-10-13
BigSur Wealth Management LLC
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$221.9K (-$7.2K)
Filed 2026-10-13
GSG Advisors LLC
NEW
Shares2,217
Change+2,217
Value$219.7K
Filed 2026-11-03
Two West Capital Advisors LLC
NEW
Shares2,211
Change+2,211
Value$221.9K
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares2,182 from 1,969
Change+213 (+11%)
Value$216.8K (+$22.7K)
Filed 2026-10-16
Emprise Bank
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$207.3K (-$6.7K)
Filed 2026-10-07
Bank of New Hampshire
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$203.6K (-$6.6K)
Filed 2026-10-06
Cambridge Financial Group, LLC
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$209.6K ($0)
Filed 2026-10-06
Latitude Advisors, LLC
DECREASED
Shares1,996 from 4,891
Change-2,895 (-59%)
Value$197.8K (-$302.6K)
Filed 2026-10-27
UMB Bank, n.a.
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$194.6K (-$6.3K)
Filed 2026-11-06
Sava Infond d.o.o.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$188.3K (-$6.1K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$171.5K (-$5.6K)
Filed 2026-10-06
Elyxium Wealth, LLC
NEW
Shares1,700
Change+1,700
Value$168.4K
Filed 2026-10-27
Avion Wealth
DECREASED
Shares1,676 from 2,270
Change-594 (-26%)
Value$166.0K (-$66.0K)
Filed 2026-11-04
Acropolis Investment Management, LLC
INCREASED
Shares1,654 from 1,643
Change+11 (+1%)
Value$163.8K (-$4.2K)
Filed 2026-10-08
Y.D. More Investments Ltd
NEW
Shares1,652
Change+1,652
Value$163.7K
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares1,629 from 5,691
Change-4,062 (-71%)
Value$161.4K (-$420.8K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares1,545
Change+1,545
Value$153.1K
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$153.1K (-$5.0K)
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares1,516 from 1,592
Change-76 (-5%)
Value$150.2K (-$12.7K)
Filed 2026-10-28
Stone House Investment Management, LLC
DECREASED
Shares1,402 from 1,424
Change-22 (-2%)
Value$138.9K (-$6.8K)
Filed 2026-10-23
Kings Path Partners LLC
INCREASED
Shares1,351 from 1,052
Change+299 (+28%)
Value$133.9K (+$26.2K)
Filed 2026-10-21
SYM Financial Corp
INCREASED
Shares1,264 from 1,213
Change+51 (+4%)
Value$125.2K (+$1.1K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares1,190 from 1,096
Change+94 (+9%)
Value$121.7K (+$9.6K)
Filed 2026-11-06
Bochk Asset Management Ltd
NEW
Shares1,177
Change+1,177
Value$116.6K
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$112.5K (-$3.7K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$108.8K (-$3.5K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,073 from 1,073
Change0 (0%)
Value$106.3K (-$3.5K)
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares1,056 from 1,134
Change-78 (-7%)
Value$104.6K (-$11.5K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares1,029 from 1,036
Change-7 (-1%)
Value$102.0K (-$4.0K)
Filed 2026-11-02
Wolff Wiese Magana LLC
DECREASED
Shares975 from 991
Change-16 (-2%)
Value$96.6K (-$4.8K)
Filed 2026-10-15
John A. Wolfe & Associates, Inc.
DECREASED
Shares935 from 1,267
Change-332 (-26%)
Value$92.7K (-$37.0K)
Filed 2026-11-06
Harbor Asset Planning, Inc.
DECREASED
Shares901 from 1,211
Change-310 (-26%)
Value$89.3K (-$34.6K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares815
Change+815
Value$80.8K
Filed 2026-11-02
Arlington Trust Co LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$73.7K (-$2.4K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
NEW
Shares738
Change+738
Value$73.1K
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$72.9K (-$2.4K)
Filed 2026-10-16
Albion Financial Group
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$72.8K (-$2.4K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$72.7K (-$2.4K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
DECREASED
Shares686 from 698
Change-12 (-2%)
Value$68.0K (-$3.4K)
Filed 2026-10-05
Simplex Trading, LLC
DECREASED
Shares653 from 1,093
Change-440 (-40%)
Value$64.7K (-$47.1K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares632 from 505
Change+127 (+25%)
Value$62.6K (+$11.0K)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$57.8K (-$1.9K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares576 from 526
Change+50 (+10%)
Value$57.1K (+$3.3K)
Filed 2026-10-26
GS Investments, Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$52.0K (-$1.7K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$51.9K (-$1.7K)
Filed 2026-10-15
Trust Co of Vermont
NEW
Shares516
Change+516
Value$51.1K
Filed 2026-10-21
SBK Financial, Inc.
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$50.2K (-$1.6K)
Filed 2026-11-02
KFG LLC
NEW
Shares494
Change+494
Value$48.9K
Filed 2026-11-02
Phillips Financial Management, LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$46.9K (-$1.5K)
Filed 2026-10-19
Realta Investment Advisors
DECREASED
Shares471 from 1,312
Change-841 (-64%)
Value$46.6K (-$87.5K)
Filed 2026-10-14
Grove Bank & Trust
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$42.6K (-$1.4K)
Filed 2026-10-08
Zions Bancorporation, National Association
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$41.7K (-$1.4K)
Filed 2026-11-06
Trust Co
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$36.7K (-$1.2K)
Filed 2026-10-09
Bokf, NA
DECREASED
Shares346 from 1,197
Change-851 (-71%)
Value$34.3K (-$88.2K)
Filed 2026-10-27
Clark Wealth Partners
DECREASED
Shares342 from 360
Change-18 (-5%)
Value$33.9K (-$2.9K)
Filed 2026-10-19
Bell Investment Advisors, Inc
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$31.9K (-$1.0K)
Filed 2026-10-29
First Bancorp, Inc
DECREASED
Shares313 from 365
Change-52 (-14%)
Value$31.0K (-$6.3K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$28.8K (-$937)
Filed 2026-10-13
GoalVest Advisory LLC
NEW
Shares246
Change+246
Value$24.4K
Filed 2026-10-02
Accordant Advisory Group Inc
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$21.4K (-$695)
Filed 2026-10-29
McCarley & Cook Financial Planners
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$21.2K (-$689)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares211
Change+211
Value$21.0K
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares196
Change+196
Value$19.4K
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares179 from 97
Change+82 (+85%)
Value$17.7K (+$7.8K)
Filed 2026-10-29
Sofi Wealth, LLC
DECREASED
Shares176 from 196
Change-20 (-10%)
Value$17.4K (-$2.6K)
Filed 2026-10-27
Private Wealth Management Group, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$17.4K (-$567)
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares155 from 32
Change+123 (+384%)
Value$15.4K (+$12.1K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$14.6K (-$473)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$13.6K (-$441)
Filed 2026-10-22
Bangor Savings Bank
DECREASED
Shares132 from 240
Change-108 (-45%)
Value$13.1K (-$11.5K)
Filed 2026-10-06
Gamma Investing LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$12.7K (-$412)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares125 from 133
Change-8 (-6%)
Value$12 (-$2)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares121 from 33
Change+88 (+267%)
Value$12.0K (+$8.6K)
Filed 2026-11-05
NorthAvenue LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$11.4K (-$371)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$11.1K (-$361)
Filed 2026-10-05
1620 Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.9K (-$322)
Filed 2026-11-04
Sfam, LLC
NEW
Shares93
Change+93
Value$9.2K
Filed 2026-11-03
Winch Advisory Services, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.7K (-$282)
Filed 2026-11-06
CKW Financial Group
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$9 ($0)
Filed 2026-10-29
Putney Financial Group LLC
NEW
Shares85
Change+85
Value$8.4K
Filed 2026-10-30
North Point Portfolio Managers Corp
NEW
Shares74
Change+74
Value$7.3K
Filed 2026-10-07
Southern Michigan Bank & Trust
NEW
Shares71
Change+71
Value$7.0K
Filed 2026-10-19
DecisionPoint Financial, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$6.9K (+$56)
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.7K (-$219)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.7K (-$219)
Filed 2026-10-23
Ashton Thomas Securities, LLC
NEW
Shares64
Change+64
Value$6.3K
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares59 from 48
Change+11 (+23%)
Value$5.6K (+$640)
Filed 2026-10-16
Trust Co of Toledo NA
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$5.7K (-$186)
Filed 2026-10-16
Rudd Co d/b/a Styre Wealth
NEW
Shares56
Change+56
Value$5.2K
Filed 2026-10-29
Kingdom Financial Group Llc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$5.0K (-$163)
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.8K (-$154)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
DECREASED
Shares45 from 65
Change-20 (-31%)
Value$4.5K (-$2.2K)
Filed 2026-10-20
Raleigh Capital Management Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.9K (-$128)
Filed 2026-10-28
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.8K (-$123)
Filed 2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.7K (-$120)
Filed 2026-10-23
West Paces Advisors Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.6K (-$86)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
DECREASED
Shares24 from 103
Change-79 (-77%)
Value$2.4K (-$8.1K)
Filed 2026-11-02
First Command Advisory Services, Inc.
DECREASED
Shares21 from 44
Change-23 (-52%)
Value$2.1K (-$2.4K)
Filed 2026-11-05
Independence Bank of Kentucky
NEW
Shares17
Change+17
Value$1.7K
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-10-15
Financially Speaking Inc
NEW
Shares13
Change+13
Value$1.3K
Filed 2026-11-05
Hilton Head Capital Partners, LLC
DECREASED
Shares12 from 15
Change-3 (-20%)
Value$1.2K (-$345)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED
Shares10 from 446
Change-436 (-98%)
Value$996 (-$44.6K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$397 (-$13)
Filed 2026-10-15
First Pacific Financial
NEW
Shares3
Change+3
Value$298
Filed 2026-10-14
Myriad Asset Management Advisors LLC
CLOSED
Shares0 from 665,140
Change-665,140 (-100%)
Value$0 (-$68.0M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 169,401
Change-169,401 (-100%)
Value$0 (-$17.3M)
Filed 2026-10-21
Myriad Asset Management US LP
CLOSED
Shares0 from 111,013
Change-111,013 (-100%)
Value$0 (-$11.4M)
Filed 2026-11-03
Fortitude Family Office, LLC
CLOSED
Shares0 from 84,760
Change-84,760 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-14
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 41,062
Change-41,062 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-19
Columbus Macro, LLC
CLOSED
Shares0 from 20,122
Change-20,122 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 12,275
Change-12,275 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 9,807
Change-9,807 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Sugar Maple Asset Management, LLC
CLOSED
Shares0 from 9,593
Change-9,593 (-100%)
Value$0 (-$981.4K)
Filed 2026-10-13
PFG Advisors
CLOSED
Shares0 from 5,125
Change-5,125 (-100%)
Value$0 (-$524.2K)
Filed 2026-10-16
South Shore Capital Advisors
CLOSED
Shares0 from 5,089
Change-5,089 (-100%)
Value$0 (-$520.6K)
Filed 2026-10-20
Wespac Advisors, LLC
CLOSED
Shares0 from 4,102
Change-4,102 (-100%)
Value$0 (-$419.6K)
Filed 2026-10-26
Sowell Financial Services LLC
CLOSED
Shares0 from 3,884
Change-3,884 (-100%)
Value$0 (-$397.3K)
Filed 2026-10-23
Lane Brothers & Co Inc
CLOSED
Shares0 from 3,759
Change-3,759 (-100%)
Value$0 (-$384.5K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 3,235
Change-3,235 (-100%)
Value$0 (-$325.7K)
Filed 2026-10-22
Polaris Investment Advisors, LLC
CLOSED
Shares0 from 2,229
Change-2,229 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-20
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,216
Change-2,216 (-100%)
Value$0 (-$226.7K)
Filed 2026-11-05
Old National Bancorp
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-20
Trademark Financial Management, LLC
CLOSED
Shares0 from 2,072
Change-2,072 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-23
Glenview Trust Co
CLOSED
Shares0 from 2,062
Change-2,062 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-28
Balboa Wealth Partners
CLOSED
Shares0 from 2,054
Change-2,054 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-20
New Harbor Financial Group, LLC
CLOSED
Shares0 from 2,005
Change-2,005 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-22
StoneX Group Inc.
CLOSED
Shares0 from 1,998
Change-1,998 (-100%)
Value$0 (-$204.4K)
Filed 2026-11-03
Chicago Capital, LLC
CLOSED
Shares0 from 1,983
Change-1,983 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-13
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 1,967
Change-1,967 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-23
Northland Securities, Inc.
CLOSED
Shares0 from 1,965
Change-1,965 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,760
Change-1,760 (-100%)
Value$0 (-$180.0K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 1,359
Change-1,359 (-100%)
Value$0 (-$139.0K)
Filed 2026-10-29
Atlatl Advisers LLC
CLOSED
Shares0 from 1,135
Change-1,135 (-100%)
Value$0 (-$116.1K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 885
Change-885 (-100%)
Value$0 (-$90.6K)
Filed 2026-10-15
MeadowBrook Investment Advisors LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$51.8K)
Filed 2026-10-29
Go Invest LLC
CLOSED
Shares0 from 341
Change-341 (-100%)
Value$0 (-$34.9K)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$17.6K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-16
Balentine LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$10.5K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$614)
Filed 2026-10-27
EPG Wealth Management LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$409)
Filed 2026-11-03
Goldman Sachs Group Inc
N/A
Shares— from 36,096,959
Change-36,096,959 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,416,323
Change-15,416,323 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,620,077
Change-7,620,077 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,351,025
Change-5,351,025 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,391,922
Change-4,391,922 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,874,678
Change-3,874,678 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,537,826
Change-3,537,826 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,033,652
Change-3,033,652 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,760,202
Change-2,760,202 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 2,579,723
Change-2,579,723 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,531,137
Change-2,531,137 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,215,349
Change-2,215,349 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,912,586
Change-1,912,586 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,890,485
Change-1,890,485 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,757,000
Change-1,757,000 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,714,300
Change-1,714,300 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 1,423,744
Change-1,423,744 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,302,290
Change-1,302,290 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,198,777
Change-1,198,777 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,182,341
Change-1,182,341 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,092,974
Change-1,092,974 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,044,702
Change-1,044,702 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,026,995
Change-1,026,995 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,016,870
Change-1,016,870 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 920,867
Change-920,867 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 891,372
Change-891,372 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 880,516
Change-880,516 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 838,682
Change-838,682 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 786,100
Change-786,100 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 717,949
Change-717,949 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 700,982
Change-700,982 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 671,667
Change-671,667 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 666,900
Change-666,900 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 609,087
Change-609,087 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 592,596
Change-592,596 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 557,027
Change-557,027 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 521,399
Change-521,399 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 475,841
Change-475,841 (-100%)
Value—
Prudential PLC
N/A
Shares— from 472,201
Change-472,201 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 469,938
Change-469,938 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 456,863
Change-456,863 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 449,441
Change-449,441 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 420,612
Change-420,612 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 384,272
Change-384,272 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 369,793
Change-369,793 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 359,314
Change-359,314 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 354,686
Change-354,686 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 332,476
Change-332,476 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 299,549
Change-299,549 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 297,542
Change-297,542 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 289,916
Change-289,916 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 288,311
Change-288,311 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 287,564
Change-287,564 (-100%)
Value—
FIL Ltd
N/A
Shares— from 282,272
Change-282,272 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 255,720
Change-255,720 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 230,630
Change-230,630 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 229,967
Change-229,967 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 222,908
Change-222,908 (-100%)
Value—
Es4, LLC
N/A
Shares— from 198,962
Change-198,962 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 198,600
Change-198,600 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 196,525
Change-196,525 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 185,345
Change-185,345 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 183,178
Change-183,178 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 173,900
Change-173,900 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 166,465
Change-166,465 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 163,730
Change-163,730 (-100%)
Value—
Commerce Bank
N/A
Shares— from 159,649
Change-159,649 (-100%)
Value—
&partners
N/A
Shares— from 153,944
Change-153,944 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 152,395
Change-152,395 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 149,456
Change-149,456 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 149,228
Change-149,228 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 148,979
Change-148,979 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 147,022
Change-147,022 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 146,738
Change-146,738 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 146,086
Change-146,086 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 137,659
Change-137,659 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 137,000
Change-137,000 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 135,294
Change-135,294 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 135,011
Change-135,011 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 134,372
Change-134,372 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 122,916
Change-122,916 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 122,777
Change-122,777 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 121,930
Change-121,930 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 111,897
Change-111,897 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 110,605
Change-110,605 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 110,505
Change-110,505 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 108,850
Change-108,850 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 108,699
Change-108,699 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 107,713
Change-107,713 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 107,592
Change-107,592 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 103,633
Change-103,633 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100,711
Change-100,711 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 100,651
Change-100,651 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 100,537
Change-100,537 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 98,609
Change-98,609 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 96,371
Change-96,371 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 96,180
Change-96,180 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 95,914
Change-95,914 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 89,981
Change-89,981 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 85,909
Change-85,909 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 85,285
Change-85,285 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 84,464
Change-84,464 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 78,171
Change-78,171 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 77,961
Change-77,961 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 77,245
Change-77,245 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 76,486
Change-76,486 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 76,018
Change-76,018 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 75,381
Change-75,381 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 74,366
Change-74,366 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 72,632
Change-72,632 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 70,111
Change-70,111 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 68,531
Change-68,531 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 67,926
Change-67,926 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 67,049
Change-67,049 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 64,037
Change-64,037 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 63,959
Change-63,959 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 63,673
Change-63,673 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 63,292
Change-63,292 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 61,413
Change-61,413 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 60,536
Change-60,536 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 60,134
Change-60,134 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 58,842
Change-58,842 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 58,133
Change-58,133 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 57,995
Change-57,995 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 57,065
Change-57,065 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 55,891
Change-55,891 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 53,535
Change-53,535 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 52,101
Change-52,101 (-100%)
Value—
FMR LLC
N/A
Shares— from 51,938
Change-51,938 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 51,928
Change-51,928 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 49,981
Change-49,981 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 49,448
Change-49,448 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 49,172
Change-49,172 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,880
Change-48,880 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 47,190
Change-47,190 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 46,836
Change-46,836 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 46,241
Change-46,241 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 45,929
Change-45,929 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 45,035
Change-45,035 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 45,008
Change-45,008 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 44,734
Change-44,734 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 44,162
Change-44,162 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 42,559
Change-42,559 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 41,705
Change-41,705 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 41,636
Change-41,636 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 41,356
Change-41,356 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 39,825
Change-39,825 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 39,303
Change-39,303 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 39,185
Change-39,185 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 39,083
Change-39,083 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 38,650
Change-38,650 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 38,172
Change-38,172 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 34,406
Change-34,406 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 33,995
Change-33,995 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 33,813
Change-33,813 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 33,628
Change-33,628 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 33,361
Change-33,361 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 33,171
Change-33,171 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 32,325
Change-32,325 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 31,002
Change-31,002 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 30,803
Change-30,803 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 29,073
Change-29,073 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,492
Change-28,492 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 28,353
Change-28,353 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 27,528
Change-27,528 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 27,427
Change-27,427 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 27,329
Change-27,329 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 26,835
Change-26,835 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 26,783
Change-26,783 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 26,517
Change-26,517 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 26,318
Change-26,318 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
EQ LLC
N/A
Shares— from 25,969
Change-25,969 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 24,814
Change-24,814 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 24,644
Change-24,644 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 24,116
Change-24,116 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 23,682
Change-23,682 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 23,646
Change-23,646 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 22,849
Change-22,849 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 22,504
Change-22,504 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 21,525
Change-21,525 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 21,215
Change-21,215 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,204
Change-21,204 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 21,194
Change-21,194 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,026
Change-21,026 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 20,955
Change-20,955 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 20,900
Change-20,900 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 20,146
Change-20,146 (-100%)
Value—
United Bank
N/A
Shares— from 20,020
Change-20,020 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 19,796
Change-19,796 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 19,666
Change-19,666 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,653
Change-19,653 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 19,403
Change-19,403 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,293
Change-19,293 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 19,052
Change-19,052 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 18,718
Change-18,718 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 18,539
Change-18,539 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 18,361
Change-18,361 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 18,105
Change-18,105 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,050
Change-18,050 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 17,978
Change-17,978 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 17,649
Change-17,649 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 17,252
Change-17,252 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 17,121
Change-17,121 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 16,434
Change-16,434 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,108
Change-16,108 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,963
Change-15,963 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,712
Change-15,712 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,239
Change-15,239 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 15,123
Change-15,123 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 14,698
Change-14,698 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 14,525
Change-14,525 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 14,460
Change-14,460 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 14,260
Change-14,260 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 13,881
Change-13,881 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 13,746
Change-13,746 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,738
Change-13,738 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,710
Change-13,710 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 13,577
Change-13,577 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 13,429
Change-13,429 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 13,068
Change-13,068 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 12,793
Change-12,793 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 12,443
Change-12,443 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 12,355
Change-12,355 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,354
Change-12,354 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 12,240
Change-12,240 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 11,992
Change-11,992 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 11,947
Change-11,947 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,761
Change-11,761 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 11,354
Change-11,354 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,153
Change-11,153 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 10,648
Change-10,648 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 10,595
Change-10,595 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 10,474
Change-10,474 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,153
Change-9,153 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,010
Change-9,010 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,848
Change-8,848 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 8,612
Change-8,612 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,529
Change-8,529 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 8,473
Change-8,473 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 8,352
Change-8,352 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
EWA, LLC
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 7,931
Change-7,931 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 7,899
Change-7,899 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 7,683
Change-7,683 (-100%)
Value—
Invst, LLC
N/A
Shares— from 7,647
Change-7,647 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,537
Change-7,537 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,534
Change-7,534 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 7,376
Change-7,376 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,213
Change-7,213 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 6,948
Change-6,948 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,418
Change-6,418 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 6,328
Change-6,328 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,533
Change-5,533 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,129
Change-5,129 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 702
Change-702 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 591
Change-591 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 572
Change-572 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 538
Change-538 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 489
Change-489 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 342
Change-342 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 314
Change-314 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 250
Change-250 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 197
Change-197 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 103
Change-103 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 49
Change-49 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 30
Change-30 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 19
Change-19 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED5,124,4695,202,164-77,695-1%$532.2M$507.7M-$24.4M2026-11-05
LPL Financial LLC
DECREASED3,631,9694,232,483-600,514-14%$433.0M$359.9M-$73.1M2026-11-06
Cullen T Bankers, Inc.
DECREASED3,079,7393,105,139-25,400-1%$317.7M$305.1M-$12.5M2026-10-28
US Bancorp \de\
INCREASED2,743,4922,073,581+669,911+32%$212.1M$271.8M+$59.7M2026-11-05
Central Trust Co
INCREASED2,016,5051,873,125+143,380+8%$191.6M$199.8M+$8.2M2026-11-05
Facet Wealth, Inc.
DECREASED1,605,5802,188,288-582,708-27%$223.9M$159.1M-$64.8M2026-11-04
Valmark Advisers, Inc.
INCREASED1,572,0841,536,180+35,904+2%$157.2M$155.8M-$1.4M2026-11-06
Russell Investments Group, Ltd.
INCREASED1,484,3731,446,073+38,300+3%$147.9M$147.1M-$861.6K2026-11-06
Eastern Bank
INCREASED1,152,8591,147,210+5,649+0%$117.4M$114.2M-$3.1M2026-10-05
Avidian Wealth Enterprises, LLC
DECREASED1,024,6731,067,982-43,309-4%$109.3M$101.5M-$7.7M2026-10-08
Creative Planning
DECREASED788,101795,831-7,730-1%$81.4M$78.1M-$3.3M2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED700,439539,403+161,036+30%$55.2K$69.4K+$14.2K2026-10-08
Thrivent Financial for Lutherans
INCREASED699,292630,756+68,536+11%$64.5M$69.3M+$4.8M2026-11-05
Crestwood Advisors Group, LLC
INCREASED690,432658,794+31,638+5%$67.4M$68.4M+$1.0M2026-10-27
Hughes Financial Services, LLC
INCREASED666,747647,996+18,751+3%$66.3M$61.9M-$4.3M2026-10-30
Farther Finance Advisors, LLC
INCREASED628,287614,537+13,750+2%$62.9M$62.3M-$599.5K2026-10-08
Anderson Hoagland & Co
DECREASED612,629651,452-38,823-6%$66.6M$55.8M-$10.8M2026-10-23
PNC Financial Services Group, Inc.
INCREASED602,376538,730+63,646+12%$55.1M$59.7M+$4.6M2026-11-06
Commonwealth Equity Services, LLC
DECREASED592,686674,300-81,614-12%$69.0M$58.7M-$10.3M2026-11-02
New York Life Investment Management LLC
DECREASED515,684618,086-102,402-17%$63.2M$51.1M-$12.1M2026-11-04
Clearwater Capital Advisors, LLC
INCREASED511,221504,877+6,344+1%$51.6M$50.7M-$997.1K2026-11-06
Oppenheimer Asset Management Inc.
INCREASED510,215497,908+12,307+2%$50.9M$50.6M-$383.9K2026-10-27
True Private Wealth Advisors
INCREASED497,553491,174+6,379+1%$50.2M$49.3M-$949.5K2026-10-19
Oakworth Capital, Inc.
INCREASED476,795474,420+2,375+1%$47.8M$47.2M-$557.9K2026-10-26
Sentinel Trust Co LBA
UNCHANGED456,200456,20000%$46.7K$45.2M+$45.2M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED450,072429,231+20,841+5%$43.9M$44.6M+$682.8K2026-11-03
Aprio Wealth Management, LLC
DECREASED434,380605,741-171,361-28%$62.0M$43.0M-$18.9M2026-10-28
Heck Capital Advisors, LLC
INCREASED429,104311,697+117,407+38%$31.9M$42.5M+$10.6M2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED386,062368,846+17,216+5%$37.7M$38.3M+$518.1K2026-11-05
Alps Advisors Inc
INCREASED347,490346,465+1,025+0%$35.4M$34.4M-$1.0M2026-11-03
Truist Financial Corp
INCREASED306,506238,807+67,699+28%$24.4M$30.4M+$5.9M2026-10-30
Stockman Wealth Management, Inc.
DECREASED292,733298,938-6,205-2%$30.6M$29.0M-$1.6M2026-10-27
Mutual of America Capital Management LLC
DECREASED286,250289,155-2,905-1%$29.6M$28.4M-$1.2M2026-10-23
SMI Advisory Services, LLC
INCREASED285,356274,115+11,241+4%$27.5M$28.3M+$792.4K2026-10-13
Artemis Wealth Advisors, LLC
DECREASED277,377571,595-294,218-51%$58.5M$27.5M-$31.0M2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED273,382266,453+6,929+3%$27.3M$27.1M-$171.5K2026-10-21
Trail Ridge Investment Advisors, LLC
INCREASED268,306264,923+3,383+1%$27.1M$26.6M-$517.9K2026-10-16
Cardinal Strategic Wealth Guidance
INCREASED267,649261,857+5,792+2%$26.8M$26.5M-$269.3K2026-11-02
Beam Wealth Advisors, Inc.
DECREASED262,054262,556-5020%$26.9M$26.0M-$895.2K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED255,848243,929+11,919+5%$25.0M$25.3M+$395.5K2026-11-03
Columbia Bank
INCREASED251,691241,082+10,609+4%$24.7M$24.9M+$274.9K2026-10-29
Atlantic Edge Private Wealth Management, LLC
INCREASED251,341250,102+1,239+1%$25.6M$24.9M-$682.6K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED245,412234,093+11,319+5%$23.9M$24.3M+$367.7K2026-10-21
Cora Capital Advisors LLC
INCREASED240,038220,164+19,874+9%$22.5M$23.8M+$1.3M2026-11-02
Park Avenue Securities LLC
INCREASED236,589144,637+91,952+64%$14.8M$23.4K-$14.8M2026-10-26
Chicago Partners Investment Group LLC
DECREASED231,268233,680-2,412-1%$22.0M$21.2M-$789.1K2026-10-27
Chatham Capital Group, Inc.
INCREASED226,706209,263+17,443+8%$21.4M$22.5M+$1.1M2026-10-16
Courier Capital LLC
INCREASED226,174215,234+10,940+5%$22.0M$22.4M+$390.9K2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED209,717207,219+2,498+1%$21.2M$20.8M-$419.7K2026-10-20
Citigroup Inc
DECREASED207,620625,504-417,884-67%$64.0M$20.6M-$43.4M2026-11-04
Professional Advisory Services Inc
DECREASED205,255275,475-70,220-25%$28.2K$20.3K-$7.8K2026-10-08
Pecaut & Co.
INCREASED202,975202,039+936+0%$20.7M$20.1M-$557.8K2026-10-27
Greenwood Capital Associates LLC
INCREASED193,947183,452+10,495+6%$18.8M$19.2M+$449.1K2026-10-27
Arkansas Financial Group, Inc.
INCREASED183,382180,464+2,918+2%$18.5M$18.2M-$292.0K2026-10-26
Barings LLC
NEW180,317—+180,317——$17.9M—2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED179,722200,138-20,416-10%$20.5M$17.8K-$20.5M2026-11-02
Randall & Associates Wealth Management
INCREASED177,962153,478+24,484+16%$15.7M$17.6M+$1.9M2026-10-20
Focus Financial Network, Inc.
INCREASED174,128164,318+9,810+6%$16.8M$17.3M+$442.9K2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED173,028223,349-50,321-23%$22.8M$17.1M-$5.7M2026-10-14
Savant Capital, LLC
INCREASED170,159101,628+68,531+67%$10.0M$16.9M+$6.9M2026-11-06
Financial Partners Group, Inc
INCREASED160,465141,189+19,276+14%$14.4M$15.9M+$1.5M2026-10-19
Concurrent Investment Advisors, LLC
INCREASED156,97879,031+77,947+99%$8.1M$15.6M+$7.5M2026-10-16
LVM Capital Management LTD
DECREASED155,176157,712-2,536-2%$16.1K$15.4M+$15.4M2026-10-20
Oarsman Capital, Inc.
DECREASED150,558166,320-15,762-9%$17.0M$14.9M-$2.1M2026-11-05
Legacy Edge Advisors, LLC
DECREASED150,286445,806-295,520-66%$45.6M$14.9M-$30.7M2026-11-06
Townsend & Associates, Inc
DECREASED142,749143,073-3240%$13.1M$13.2M+$55.9K2026-10-23
Focused Wealth Management, Inc
INCREASED140,047137,931+2,116+2%$14.1M$13.9M-$234.5K2026-10-30
Central Bank & Trust Co
DECREASED137,487141,052-3,565-3%$14.4M$13.6M-$807.4K2026-10-09
Bare Financial Services, Inc
DECREASED133,152145,341-12,189-8%$14.9M$13.2M-$1.7M2026-11-04
McKinley Carter Wealth Services, Inc.
INCREASED127,465124,567+2,898+2%$12.7M$12.6M-$114.0K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED125,974119,701+6,273+5%$12.2M$12.5M+$236.1K2026-10-22
Wallington Asset Management, LLC
DECREASED121,747122,967-1,220-1%$12.6M$12.1M-$516.8K2026-11-04
Kozak & Associates, Inc.
DECREASED120,231139,690-19,459-14%$13.8M$11.4M-$2.4M2026-10-29
Ironsides Asset Advisors, LLC
DECREASED116,297116,607-3100%$11.9M$11.5M-$406.2K2026-10-20
McAdam, LLC
INCREASED111,636105,796+5,840+6%$10.8M$11.1M+$237.9K2026-10-21
Level Four Advisory Services, LLC
INCREASED110,30696,683+13,623+14%$9.9M$10.9M+$1.0M2026-11-06
New Wave Wealth Advisors LLC
INCREASED107,786105,723+2,063+2%$10.8M$10.5M-$335.4K2026-10-19
Regions Financial Corp
INCREASED103,361101,754+1,607+2%$10.4M$10.2M-$168.4K2026-11-05
State of Wyoming
UNCHANGED101,651101,65100%$10.4M$10.1M-$327.3K2026-10-28
Inlight Wealth Management, LLC
INCREASED101,56594,086+7,479+8%$9.6M$10.1M+$438.1K2026-10-21
High Note Wealth, LLC
INCREASED101,44399,752+1,691+2%$10.2M$10.1M-$153.7K2026-10-27
Choreo, LLC
DECREASED97,01697,241-2250%$9.9M$9.6M-$332.1K2026-10-28
Valley National Advisers Inc
INCREASED96,06493,129+2,935+3%$9.5M$9.5M-$9.1K2026-10-23
Matthew Goff Investment Advisor, LLC
DECREASED95,56096,181-621-1%$9.8M$9.5M-$371.2K2026-10-13
Forthright Family Wealth Advisory LLC
DECREASED95,20695,513-3070%$9.8M$9.4M-$337.9K2026-11-03
Noble Family Wealth, LLC
INCREASED94,73593,311+1,424+2%$9.5M$9.4M-$159.4K2026-10-26
Fiduciary Alliance LLC
DECREASED94,145111,818-17,673-16%$11.4M$9.3M-$2.1M2026-10-13
Foundry Financial Group, Inc.
INCREASED92,82189,756+3,065+3%$9.2M$9.2M+$14.7K2026-10-28
Camden National Bank
INCREASED89,25384,257+4,996+6%$8.6M$8.8M+$223.7K2026-11-02
Sterling Investment Counsel, LLC
DECREASED87,17293,707-6,535-7%$9.6M$8.6M-$949.2K2026-10-19
Valeo Financial Advisors, LLC
INCREASED86,16880,337+5,831+7%$8.2M$8.5M+$319.1K2026-10-08
Redw Wealth LLC
DECREASED85,43291,716-6,284-7%$9.4M$8.5M-$917.9K2026-11-02
Blue Trust, Inc.
INCREASED85,19579,113+6,082+8%$8.1M$8.4M+$347.9K2026-10-15
City of London Investment Management Co LTD
DECREASED84,83085,270-440-1%$8.7M$8.4M-$318.2K2026-10-30
Perigon Wealth Management, LLC
DECREASED84,57688,593-4,017-5%$9.1M$8.4M-$683.2K2026-10-22
Crescent Grove Advisors, LLC
INCREASED84,32579,418+4,907+6%$8.1M$8.4M+$230.5K2026-10-21
Sound Stewardship, LLC
INCREASED83,42581,885+1,540+2%$8.4M$8.3M-$111.1K2026-10-14
Norway Savings Bank
INCREASED82,77480,721+2,053+3%$8.3M$8.2M-$56.5K2026-10-20
Refined Wealth Management
INCREASED82,46977,483+4,986+6%$7.9M$8.2M+$244.5K2026-10-13
Intelligence Driven Advisers, LLC
INCREASED82,22180,432+1,789+2%$8.2M$8.1M-$81.8K2026-10-09
Brighton Jones LLC
DECREASED81,94582,089-1440%$8.4M$8.1M-$278.6K2026-11-03
Grey Ledge Advisors, LLC
INCREASED78,67775,725+2,952+4%$7.7M$7.8M+$48.7K2026-11-02
5th Street Advisors, LLC
DECREASED77,74987,341-9,592-11%$8.9M$7.7M-$1.2M2026-11-04
Meitav Investment House LTD
DECREASED77,00881,608-4,600-6%$8.3M$7.6M-$718.5K2026-10-28
Fifth Third Bancorp
INCREASED76,71872,445+4,273+6%$7.4M$7.6M+$190.0K2026-11-05
Kestra Advisory Services, LLC
INCREASED76,61769,765+6,852+10%$7.1M$7.6M+$454.2K2026-11-02
Caldwell Trust Co
INCREASED76,43565,396+11,039+17%$6.7M$7.6M+$883.2K2026-10-30
Montecito Bank & Trust
INCREASED74,98074,043+937+1%$7.6M$7.4M-$145.6K2026-10-01
Eley Financial Management, Inc
DECREASED74,24074,790-550-1%$7.7M$7.4M-$295.3K2026-11-03
Envision Financial LLC
INCREASED73,37773,148+229+0%$7.5M$7.3M-$212.8K2026-10-15
Keybank National Association
DECREASED72,70476,431-3,727-5%$7.8M$7.2M-$615.4K2026-11-04
Kraft, Davis & Associates, LLC
DECREASED72,58876,207-3,619-5%$7.4M$6.8M-$567.3K2026-10-21
AGF Management LTD
DECREASED71,96690,861-18,895-21%$9.3M$7.1M-$2.2M2026-11-03
Absolute Capital Management, LLC
INCREASED71,72166,994+4,727+7%$6.9M$7.1M+$252.6K2026-10-16
Seven Bridges Advisors LLC
UNCHANGED71,61571,61500%$7.3M$7.1M-$230.6K2026-10-07
RFG Advisory, LLC
INCREASED71,60270,269+1,333+2%$7.2M$7.1M-$94.1K2026-11-03
Retirement Planning Group, LLC
INCREASED69,03267,814+1,218+2%$6.9M$6.8M-$97.7K2026-10-19
Client First Capital LLC
DECREASED68,38671,793-3,407-5%$7.3M$6.8M-$568.7K2026-10-22
Compound Planning, Inc.
DECREASED67,18673,777-6,591-9%$7.5M$6.7M-$890.6K2026-11-05
SFG Wealth Management, Llc.
NEW66,593—+66,593——$6.6M—2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED65,05358,338+6,715+12%$6.0M$6.4M+$477.5K2026-10-16
ARQ Wealth Advisors, LLC
INCREASED64,67464,414+260+0%$6.1M$6.4M+$313.7K2026-10-29
MBL Wealth, LLC
DECREASED64,63276,786-12,154-16%$7.9M$6.4M-$1.5M2026-10-22
Leo Wealth, LLC
NEW64,408—+64,408——$6.4M—2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED62,000147,000-85,000-58%$15.0M$6.1M-$8.9M2026-11-03
Werba Rubin Papier Wealth Management
INCREASED58,47458,302+172+0%$6.0M$5.8M-$170.7K2026-11-06
Diversify Advisory Services, LLC
INCREASED58,36429,383+28,981+99%$2.7M$5.5M+$2.8M2026-10-20
Diversify Wealth Management, LLC
INCREASED58,36429,383+28,981+99%$2.7M$5.5M+$2.8M2026-10-20
HB Wealth Management, LLC
INCREASED57,67854,377+3,301+6%$5.6M$5.7M+$152.0K2026-10-23
IFP Advisors, Inc
INCREASED57,1936,969+50,224+721%$712.9K$5.7M+$5.0M2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED57,00868,646-11,638-17%$7.0M$5.6M-$1.4M2026-10-16
Arbor Investment Advisors, LLC
INCREASED56,89656,314+582+1%$5.8M$5.6M-$123.6K2026-10-26
Merit Financial Group, LLC
DECREASED56,15756,654-497-1%$5.8M$5.6M-$231.6K2026-11-06
MJT & Associates Financial Advisory Group, Inc.
INCREASED55,35851,055+4,303+8%$5.2M$5.5M+$261.9K2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED54,94236,501+18,441+51%$3.6M$5.4M+$1.8M2026-10-13
Bestgate Wealth Advisors, LLC
INCREASED54,62122,866+31,755+139%$2.3M$5.4M+$3.1M2026-10-13
Meridian Management Co
DECREASED53,99856,501-2,503-4%$5.8M$5.4M-$429.9K2026-11-06
Antonelli Financial Advisors, LLC
INCREASED53,74743,616+10,131+23%$4.5M$5.3M+$863.0K2026-10-13
Independent Financial Group, LLC
DECREASED53,46856,134-2,666-5%$5.7M$5.3M-$444.9K2026-10-13
Atria Investments, Inc
INCREASED53,33751,675+1,662+3%$5.3M$5.3M-$1.7K2026-10-15
Midwest Professional Planners, Ltd.
DECREASED53,06353,324-2610%$5.5M$5.3M-$197.5K2026-10-29
First Citizens Bank & Trust Co
INCREASED52,12548,817+3,308+7%$5.0M$5.2M+$170.6K2026-10-14
Gold Investment Management Ltd.
DECREASED51,76453,351-1,587-3%$5.5M$5.1M-$329.0K2026-10-19
Analyst IMS Investment Management Services Ltd.
UNCHANGED51,03051,03000%$5.2M$5.1M-$164.0K2026-11-05
Bigelow Investment Advisors, LLC
INCREASED50,57846,350+4,228+9%$4.7M$5.0M+$269.7K2026-10-13
Sepio Capital, LP
INCREASED50,29924,511+25,788+105%$2.5M$5.0M+$2.5M2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED50,23948,316+1,923+4%$4.9M$5.0M+$35.0K2026-10-27
Brooklyn FI, LLC
INCREASED49,8102,301+47,509+2065%$217.7K$4.5M+$4.3M2026-11-05
NTV Asset Management LLC
INCREASED49,34234,802+14,540+42%$3.6M$4.9M+$1.3M2026-10-23
Hyposwiss Advisors SA
INCREASED49,16047,950+1,210+3%$4.9M$4.9M-$34.5K2026-10-26
Live Oak Investment Partners
DECREASED49,09849,787-689-1%$5.1M$4.9M-$228.6K2026-10-23
Naples Global Advisors, LLC
INCREASED48,97247,927+1,045+2%$4.9M$4.9M-$50.8K2026-11-05
Strategic Blueprint, LLC
INCREASED46,82242,812+4,010+9%$4.4M$4.6M+$259.4K2026-10-22
Anson Capital, Inc.
DECREASED46,80647,779-973-2%$4.9M$4.6M-$250.2K2026-10-23
LVW Advisors, LLC
DECREASED46,61454,032-7,418-14%$5.5M$4.6M-$909.0K2026-10-19
Capital Advantage, Inc.
INCREASED45,74939,761+5,988+15%$4.1M$4.5M+$465.3K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED45,30243,515+1,787+4%$4.5M$4.5M+$36.9K2026-11-04
Silverleafe Capital Partners, LLC
DECREASED45,17352,562-7,389-14%$5.4M$4.5M-$901.3K2026-10-02
Madrid Wealth Management, LLC
DECREASED44,55249,330-4,778-10%$5.0M$4.4M-$632.3K2026-10-23
Cypress Capital, LLC
INCREASED44,52344,381+142+0%$4.5M$4.4M-$128.8K2026-10-20
Fortis Group Advisors, LLC
INCREASED43,70235,675+8,027+23%$3.6M$3.9M+$270.5K2026-11-06
Vise Technologies, Inc.
INCREASED42,70440,035+2,669+7%$4.1M$4.2M+$135.5K2026-10-29
Shelton Wealth Management, LLC
DECREASED42,28142,818-537-1%$4.4M$4.2M-$191.1K2026-10-16
Farrell Financial LLC
INCREASED41,78141,735+46+0%$4.3M$4.1M-$129.8K2026-10-16
Maryland Capital Advisors Inc.
DECREASED41,62442,562-938-2%$4.4M$4.1M-$230.0K2026-10-15
Denver PWM, LLC
INCREASED41,61240,805+807+2%$4.0M$4.1M+$153.0K2026-10-22
Gradient Capital Advisors, LLC
INCREASED41,57040,505+1,065+3%$4.1M$4.1M-$24.9K2026-10-21
Nottingham Advisors, Inc.
UNCHANGED41,50141,50100%$3.8M$4.1M+$318.3K2026-10-29
Community Bank, N.A.
UNCHANGED41,50041,50000%$4.2M$4.1M-$133.6K2026-11-06
Hegarty Advisors, LLC
INCREASED41,34835,726+5,622+16%$3.7M$4.1M+$441.9K2026-10-20
Smithbridge Asset Management Inc
INCREASED41,25941,211+48+0%$4.2M$4.1M-$127.9K2026-10-19
AlphaCore Capital LLC
DECREASED41,04443,083-2,039-5%$4.4M$4.1M-$340.8K2026-11-04
Trek Financial, LLC
INCREASED40,85840,180+678+2%$4.1M$4.0M-$62.2K2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED40,47241,020-548-1%$4.2M$4.0M-$186.4K2026-11-02
Meridian Wealth Management, LLC
INCREASED39,83018,961+20,869+110%$1.9M$3.9M+$2.0M2026-11-05
Versant Capital Management, Inc
INCREASED39,68139,658+23+0%$4.1M$3.9M-$125.4K2026-10-02
Clear Harbor Asset Management, LLC
INCREASED39,53635,946+3,590+10%$3.7M$3.9M+$240.0K2026-11-05
Systelligence, LLC
DECREASED39,39376,166-36,773-48%$7.8M$4.3M-$3.5M2026-11-05
Catalyst Investment Management LLC
DECREASED38,97540,235-1,260-3%$4.1M$3.9M-$254.4K2026-10-21
Integrity Alliance, Llc.
INCREASED38,36536,346+2,019+6%$3.7M$3.8M+$83.1K2026-10-29
Smith Thornton Advisors LLC
INCREASED38,23837,230+1,008+3%$3.5M$3.8M+$279.3K2026-10-16
Form Wealth Advisors, LLC
DECREASED37,73240,309-2,577-6%$4.1M$3.7M-$385.1K2026-10-13
Prospera Financial Services Inc
INCREASED36,94733,740+3,207+10%$3.5M$3.3M-$138.3K2026-11-04
Oppenheimer & Co Inc
INCREASED36,51733,016+3,501+11%$3.4M$3.6M+$240.6K2026-10-26
MGO One Seven LLC
DECREASED36,47137,962-1,491-4%$3.9M$3.6M-$270.0K2026-10-28
Mogy Joel R Investment Counsel Inc
INCREASED36,18815,018+21,170+141%$1.5M$3.6M+$2.0M2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED36,16335,508+655+2%$3.6M$3.6M-$49.4K2026-10-29
Montag A & Associates Inc
INCREASED34,48023,475+11,005+47%$2.4M$3.4M+$1.0M2026-10-29
Planning Strategies Inc.
INCREASED34,26132,784+1,477+5%$3.4M$3.4M+$40.8K2026-10-02
Affinity Capital Advisors, LLC
DECREASED34,19235,013-821-2%$3.5M$3.4M-$122.3K2026-10-13
Balance Wealth Partners LLC
INCREASED33,75730,671+3,086+10%$3.1M$3.3M+$207.0K2026-10-27
XY Planning Network, Inc.
INCREASED33,37929,233+4,146+14%$3.0M$3.3M+$316.7K2026-10-14
Quadcap Wealth Management, LLC
INCREASED33,00832,271+737+2%$3.3M$3.3M-$30.9K2026-11-02
Client 1ST Advisory Group, LLC
INCREASED32,46331,911+552+2%$3.3M$3.2M-$48.1K2026-10-19
Powerhouse Assets LLC
DECREASED32,18732,940-753-2%$3.4M$3.2M-$180.7K2026-10-19
Apella Capital, LLC
DECREASED31,98934,042-2,053-6%$3.3M$3.2M-$80.9K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED31,31130,589+722+2%$3.1M$3.1M-$27.0K2026-10-26
MW Advisory, LLC
INCREASED30,75020,981+9,769+47%$2.1M$3.0M+$900.4K2026-10-19
Cornerstone Wealth, LLC
INCREASED30,20919,698+10,511+53%$1.9M$2.8M+$894.0K2026-10-28
D.A. Davidson & Co.
DECREASED30,18332,082-1,899-6%$3.3M$3.0M-$291.5K2026-10-28
Ascent Group, LLC
INCREASED30,10814,415+15,693+109%$1.5M$3.0M+$1.5M2026-10-30
Fusion Family Wealth, LLC
UNCHANGED29,60729,60700%$3.0M$2.9M-$95.3K2026-11-02
Pilgrim Partners Asia Pte Ltd
UNCHANGED29,30029,30000%$3.0M$2.9M-$94.3K2026-10-29
Leuthold Group, LLC
DECREASED29,26829,743-475-2%$3.0M$2.9M-$142.8K2026-11-04
Essential Partners LLC
INCREASED28,46128,044+417+1%$2.9M$2.8M-$49.0K2026-10-14
First Bank & Trust
UNCHANGED27,89527,89500%$2.9M$2.8M-$89.8K2026-10-19
Parallel Advisors, LLC
INCREASED27,49424,094+3,400+14%$2.5M$2.7M+$259.2K2026-11-03
Atticus Wealth Management, LLC
INCREASED26,74221,747+4,995+23%$2.2M$2.6M+$424.9K2026-10-20
Sound Portfolio Advisors, LLC
INCREASED26,72019,791+6,929+35%$2.0M$2.6M+$622.8K2026-11-05
Stegent Equity Advisors, Inc.
NEW26,266—+26,266——$2.6M—2026-10-13
Provident Wealth Management, LLC
DECREASED26,23428,521-2,287-8%$2.9M$2.6M-$318.4K2026-10-20
Founders Financial Securities LLC
NEW26,009—+26,009——$2.6M—2026-10-28
WT Wealth Management
DECREASED25,76630,478-4,712-15%$3.1M$2.6M-$565.0K2026-10-13
Sovran Advisors, LLC
INCREASED25,32422,672+2,652+12%$2.0M$2.4M+$383.4K2026-11-02
BIP Wealth, LLC
INCREASED24,42924,206+223+1%$2.5M$2.4M-$55.8K2026-10-22
Gallacher Capital Management LLC
DECREASED24,31235,142-10,830-31%$3.6M$2.4M-$1.2M2026-10-30
Basso Capital Management, L.P.
DECREASED23,99462,176-38,182-61%$6.4M$2.4M-$4.0M2026-10-30
Cordoba Advisory Partners LLC
INCREASED23,83722,320+1,517+7%$2.3M$2.4M+$78.4K2026-10-19
Terra Nova Asset Management LLC
DECREASED23,70723,723-160%$2.4M$2.3M-$77.9K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED23,39622,689+707+3%$2.3M$2.3M-$3.0K2026-11-05
Royal Harbor Partners, LLC
INCREASED23,05522,962+93+0%$2.3M$2.3M-$64.7K2026-10-29
Horst & Graben Wealth Management LLC
DECREASED22,80222,884-820%$2.3M$2.3M+$4.6K2026-11-02
Sheets Smith Wealth Management
INCREASED22,43222,097+335+2%$2.3M$2.2M-$37.9K2026-10-16
First Financial Corp
UNCHANGED22,23622,23600%$2.3M$2.2M-$71.6K2026-10-13
Goldenstone Wealth Management LLC
INCREASED22,13721,568+569+3%$2.2M$2.2M-$13.0K2026-11-04
Mccarter Private Wealth Services LLC
DECREASED22,09523,231-1,136-5%$2.4M$2.2M-$187.4K2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED21,99022,090-1000%$2.3M$2.2M-$81.0K2026-10-05
WBH Advisory Inc
INCREASED21,57712,375+9,202+74%$1.3M$2.1M+$871.9K2026-11-05
CoreCap Advisors, LLC
DECREASED21,03423,462-2,428-10%$2.4M$2.1M-$316.1K2026-10-08
Advocate Investing Services LLC
UNCHANGED20,57720,57700%$2.1M$2.0M-$66.3K2026-10-26
Ascentis Wealth Management, LLC
INCREASED20,20419,936+268+1%$2.0M$2.0M-$37.7K2026-11-03
Waycross Investment Management Co
INCREASED20,18315,154+5,029+33%$1.6M$2.0M+$449.5K2026-10-14
Catalyst Financial Partners LLC
INCREASED19,79919,509+290+1%$2.0M$2.0M-$34.1K2026-11-06
Marietta Wealth Management, LLC
INCREASED19,62719,563+64+0%$2.0M$1.9M-$134.6K2026-10-22
Quarry Hill Advisors, LLC
UNCHANGED19,28019,28000%$2.0M$1.9M-$62.1K2026-11-04
AMG National Trust Bank
UNCHANGED19,01119,01100%$1.9M$1.9M-$61.2K2026-11-05
TSA Wealth Managment LLC
UNCHANGED18,29218,29200%$1.9M$1.8M-$58.9K2026-10-22
Orgel Wealth Management, LLC
DECREASED18,11019,124-1,014-5%$2.0M$1.8M-$162.0K2026-10-14
Box Hill Private Wealth LLC
INCREASED17,94514,032+3,913+28%$1.4M$1.8M+$342.6K2026-10-05
Diversified Enterprises, LLC
NEW17,897—+17,897——$1.8M—2026-10-19
Keystone Global Partners, LLC
NEW17,833—+17,833——$1.8M—2026-10-13
Fisher Asset Management, LLC
DECREASED16,83817,039-201-1%$1.7M$1.7M-$74.8K2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED16,75016,75000%$1.7M$1.7M-$53.9K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED16,42816,862-434-3%$1.7M$1.6M-$97.3K2026-11-06
ShoreHaven Wealth Partners, LLC
DECREASED15,76615,984-218-1%$1.6M$1.6M-$73.1K2026-10-16
Security Financial Services, Inc.
DECREASED15,57215,911-339-2%$1.6M$1.5M-$84.9K2026-10-29
ERn Financial, LLC
DECREASED15,55015,553-30%$1.6M$1.5M-$50.4K2026-10-28
Wealthcare Capital Partners, LLC
DECREASED15,32415,953-629-4%$1.6M$1.5M-$113.7K2026-10-21
Fearless Solutions, LLC dba Best Invest
INCREASED15,31913,643+1,676+12%$1.4M$1.5M+$122.1K2026-10-14
AWM Capital, LLC
UNCHANGED15,25015,25000%$1.6M$1.5M-$49.1K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED15,15416,816-1,662-10%$1.7M$1.5M-$218.8K2026-10-13
Ehrlich Financial Group
DECREASED15,13315,398-265-2%$1.6M$1.5M-$75.8K2026-10-20
Wedmont Private Capital
UNCHANGED14,71314,71300%$1.4M$1.4M-$1.3K2026-10-09
SAX Wealth Advisors, LLC
INCREASED14,61614,249+367+3%$1.1M$1.4M+$327.3K2026-10-13
Williams & Novak Wealth Management, LLC
INCREASED14,52014,410+110+1%$1.5M$1.4M-$35.5K2026-10-09
Steph & Co
INCREASED14,50914,063+446+3%$1.4M$1.4M-$1.1K2026-10-07
Relyea Zuckerberg Hanson LLC
DECREASED14,17014,182-120%$1.5M$1.4M-$46.9K2026-10-20
Prairie Advisory, LLC
INCREASED14,1505,740+8,410+147%$587.2K$1.4M+$814.8K2026-10-19
Koshinski Asset Management, Inc.
DECREASED13,87414,029-155-1%$1.4M$1.4M-$60.5K2026-10-29
Ullmann Wealth Partners Group, LLC
DECREASED13,77914,329-550-4%$1.5M$1.4M-$100.6K2026-11-02
Advisory Solutions Group, LLC
INCREASED13,7494,232+9,517+225%$433.0K$1.4M+$929.3K2026-10-14
Clearstead Advisors, LLC
DECREASED13,71014,971-1,261-8%$1.5M$1.4M-$173.1K2026-11-06
JBGlobal.com LLC
DECREASED13,70014,835-1,135-8%$1.5M$1.4M-$160.2K2026-10-13
Integrity Advisory Solutions, LLC
DECREASED13,46613,963-497-4%$1.4M$1.3M-$94.2K2026-10-29
Interchange Capital Partners, LLC
DECREASED13,30814,089-781-6%$1.4M$1.3M-$122.8K2026-10-28
CFS Investment Advisory Services, LLC
DECREASED13,20713,360-153-1%$1.3M$1.3M+$50.0K2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED13,11213,11200%$1.3M$1.3M-$42.2K2026-10-28
Global Strategic Investment Solutions, LLC
INCREASED12,89512,496+399+3%$1.3M$1.3M-$7052026-10-16
Breakwater Capital Group
INCREASED12,74812,714+34+0%$1.3M$1.3M-$37.5K2026-10-09
Solstein Capital, LLC
UNCHANGED12,56412,56400%$1.3M$1.2M-$40.5K2026-11-02
Nicholas Hoffman & Company, Llc.
UNCHANGED12,47912,47900%$1.3M$1.2M-$40.2K2026-10-30
Summa Corp.
NEW12,432—+12,432——$1.2M—2026-10-30
Financial Life Advisors
UNCHANGED12,40112,40100%$1.3M$1.2M-$39.9K2026-10-14
Commerce Advisors, LLC
UNCHANGED12,30012,30000%$1.3M$1.2M-$39.6K2026-10-19
Essential Investment Partners LLC
DECREASED12,16612,226-600%$1.3M$1.2M-$45.3K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED12,0538,630+3,423+40%$867.0K$1.2M+$327.2K2026-10-13
Burke & Herbert Bank & Trust Co
INCREASED11,99510,810+1,185+11%$1.1M$1.2M+$82.6K2026-11-02
Parkside Financial Bank & Trust
INCREASED11,96911,862+107+1%$1.2M$1.2M-$27.6K2026-10-27
Means Investment Co., Inc.
DECREASED11,88312,436-553-4%$1.3M$1.2M-$94.8K2026-11-03
Beacon Financial Group
DECREASED11,70111,995-294-2%$1.2M$1.2M-$67.8K2026-10-19
Willis Johnson Wealth, Inc.
DECREASED11,69711,790-93-1%$1.2M$1.2M-$47.2K2026-11-03
Trust Co of Oklahoma
NEW11,402—+11,402——$1.1M—2026-10-15
Paragon Capital Management Inc
DECREASED11,39011,498-108-1%$1.2M$1.1M-$47.7K2026-10-15
Modera Wealth Management, LLC
INCREASED11,1219,582+1,539+16%$980.2K$1.1M+$121.6K2026-10-28
W Advisors, LLC
UNCHANGED11,09811,09800%$1.1M$1.1M-$35.7K2026-11-02
Innealta Capital, LLC
DECREASED11,09112,756-1,665-13%$1.3M$1.1M-$206.0K2026-11-02
Blue Zone Wealth Advisors, LLC
UNCHANGED11,06611,06600%$1.1M$1.1M-$35.6K2026-10-19
Winthrop Capital Management, LLC
DECREASED11,01511,030-150%$1.1M$1.1M-$36.7K2026-11-05
Richard P Slaughter Associates Inc
NEW11,005—+11,005——$1.1M—2026-10-13
Sage Financial Group Inc
INCREASED10,88710,014+873+9%$1.0M$1.1M+$54.3K2026-10-27
Legacy Advisors, LLC
NEW10,764—+10,764——$1.1M—2026-10-19
Security National Bank
INCREASED10,7639,058+1,705+19%$926.6K$1.1M+$139.8K2026-10-26
Purkiss Capital Advisors LLC
DECREASED10,74911,562-813-7%$1.2M$1.1M-$117.8K2026-11-06
Claro Advisors Inc.
INCREASED10,7239,722+1,001+10%$994.6K$1.1M+$67.9K2026-11-02
Vontobel Holding Ltd.
INCREASED10,6558,636+2,019+23%$883.5K$1.1M+$172.2K2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED10,34910,050+299+3%$1.0M$1.0M-$2.7K2026-11-05
Assetmark, Inc
INCREASED10,23210,195+37+0%$1.0M$1.0M-$29.2K2026-10-21
Global Assets Advisory, LLC
INCREASED10,1646,276+3,888+62%$620.3K$1.0M+$425.5K2026-10-28
Dana Investment Advisors, Inc.
INCREASED10,0369,941+95+1%$1.0M$994.4K-$22.6K2026-11-06
Ascentis Independent Advisors
NEW9,994—+9,994——$990.2K—2026-11-03
LexAurum Advisors, LLC
INCREASED9,9779,858+119+1%$1.0M$988.5K-$19.9K2026-10-19
Olio Financial Planning
DECREASED9,97310,430-457-4%$1.1M$988.1K-$78.9K2026-10-22
NWF Advisory Services Inc.
UNCHANGED9,9579,95700%$1.0M$986.5K-$32.1K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED9,90010,708-808-8%$1.1M$980.9K-$114.5K2026-10-20
Nations Financial Group Inc,
DECREASED9,7619,821-60-1%$1.0M$967.2K-$37.6K2026-11-05
21 West Wealth Management LLC
DECREASED9,59710,728-1,131-11%$1.1M$950.9K-$146.6K2026-10-13
Lido Advisors, LLC
DECREASED9,58810,040-452-4%$1.0M$950.0K-$77.1K2026-11-04
Wealthcare Capital Management LLC
DECREASED9,5449,720-176-2%$994.4K$945.6K-$48.7K2026-10-21
Vestor Capital, LLC
INCREASED9,455403+9,052+2246%$160$8.1K+$7.9K2026-11-04
Brady Martz Wealth Solutions, LLC
UNCHANGED9,4559,45500%$967.2K$936.8K-$30.4K2026-11-05
NBT Bank, N.A.
INCREASED9,3409,025+315+3%$923.3K$925.4K+$2.1K2026-10-21
Wright Wealth LLC
DECREASED9,3119,338-270%$955.3K$922.5K-$32.8K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED9,2579,007+250+3%$921.4K$917.2K-$4.2K2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED9,2418,503+738+9%$869.8K$915.6K+$45.7K2026-11-06
West Wealth Group, LLC
DECREASED9,0569,434-378-4%$965.2K$897.3K-$67.9K2026-10-14
Simon Quick Advisors, LLC
INCREASED8,9733,973+5,000+126%$406.4K$889.0K+$482.6K2026-10-26
Verdence Capital Advisors LLC
INCREASED8,8825,270+3,612+69%$539.1K$880.0K+$340.9K2026-10-26
Keudell ison Wealth Management
DECREASED8,8538,953-100-1%$915.9K$877.2K-$38.7K2026-10-16
Lpwm LLC
INCREASED8,7448,070+674+8%$825.6K$866.4K+$40.8K2026-10-20
Mather Group, Llc.
DECREASED8,71911,425-2,706-24%$1.2M$863.8K-$304.9K2026-10-14
Porter White Investment Advisors, Inc.
INCREASED8,6484,324+4,324+100%$442.4K$856.9K+$414.5K2026-10-14
Bulwark Capital Corp
DECREASED8,45410,941-2,487-23%$1.1M$837.6K-$281.6K2026-10-13
Uptown Financial Advisors LLC
UNCHANGED8,4098,40900%$860.3K$833.2K-$27.1K2026-10-15
Belvedere Trading LLC
INCREASED8,3338,310+23+0%$850.1K$825.6K-$24.5K2026-11-05
Nvwm, LLC
INCREASED8,3038,153+150+2%$834.1K$822.7K-$11.4K2026-10-14
Csenge Advisory Group
INCREASED8,1756,936+1,239+18%$709.6K$810.0K+$100.4K2026-11-04
Princeton Global Asset Management LLC
DECREASED8,1428,153-110%$834.1K$806.7K-$27.3K2026-10-21
Richardson Financial Services Inc.
NEW8,141—+8,141——$806.6K—2026-10-30
Cosner Financial Group, LLC
DECREASED8,0438,203-160-2%$839.2K$796.9K-$42.3K2026-11-03
Neumann Capital Management, LLC
NEW8,033—+8,033——$795.9K—2026-10-15
Legacy Trust
DECREASED7,7808,922-1,142-13%$912.7K$697.9K-$214.9K2026-11-06
Keeler Thomas Management LLC
NEW7,611—+7,611——$754.1K—2026-10-29
F&V Capital Management, LLC
DECREASED7,6058,155-550-7%$834.0K$754-$833.2K2026-10-19
Rede Wealth, LLC
INCREASED7,4557,421+34+0%$759.2K$738.6K-$20.5K2026-10-22
Plancorp, LLC
NEW7,371—+7,371——$661.2K—2026-11-03
Watershed Private Wealth LLC
INCREASED7,3226,920+402+6%$707.9K$725.5K+$17.5K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED7,2758,226-951-12%$841.5K$720.8K-$120.7K2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED7,2287,22800%$739.4K$716.2K-$23.3K2026-10-05
Asempa Wealth Advisors
DECREASED7,1757,182-70%$734.7K$712.8K-$22.0K2026-10-07
Cypress Wealth Services, LLC
DECREASED7,0087,035-270%$719.7K$704.2K-$15.5K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED6,9986,99800%$715.9K$715.9K$02026-10-13
Kingswood Wealth Advisors, LLC
INCREASED6,9395,787+1,152+20%$592.0K$687.5K+$95.4K2026-10-23
Compass Financial Management LLC
INCREASED6,8586,054+804+13%$619.3K$679.5K+$60.2K2026-10-30
Telos Capital Management, Inc.
DECREASED6,6386,716-78-1%$687.0K$657.7K-$29.4K2026-11-02
Churchill Financial Advisors, LLC
DECREASED6,6086,665-57-1%$681.8K$654.7K-$27.1K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED6,5576,639-82-1%$679.2K$649.7K-$29.5K2026-10-13
Amplius Wealth Advisors, LLC
DECREASED6,5377,035-498-7%$719.7K$647.7K-$72.0K2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED6,4674,400+2,067+47%$450.1K$640.7K+$190.6K2026-11-03
Private Trust Co NA
INCREASED6,4585,412+1,046+19%$553.6K$639.9K+$86.2K2026-10-20
PDS Planning, Inc
DECREASED6,4486,637-189-3%$678.9K$638.8K-$40.1K2026-11-03
Newman Dignan & Sheerar, Inc.
UNCHANGED6,3326,33200%$647.8K$627.4K-$20.4K2026-10-21
Foster Group, Inc.
DECREASED6,1496,223-74-1%$636.6K$609.2K-$27.4K2026-10-13
Ashford Advisors, LLC
UNCHANGED6,1426,14200%$628.3K$608.5K-$19.8K2026-11-02
Advus Financial Partners, LLC
DECREASED6,1336,855-722-11%$701.3K$607.7K-$93.6K2026-10-20
Apollon Wealth Management, LLC
DECREASED6,1216,836-715-10%$699.4K$606.5K-$92.9K2026-10-23
Simplicity Wealth,LLC
INCREASED6,0985,437+661+12%$556.2K$604.2K+$48.0K2026-10-23
Moran Wealth Management, LLC
INCREASED6,0844,549+1,535+34%$465.4K$602.8K+$137.4K2026-10-22
Lmcg Investments, LLC
INCREASED6,0065,893+113+2%$602.9K$595.1K-$7.8K2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED6,0065,893+113+2%$602.9K$595.1K-$7.8K2026-10-05
Brookstone Capital Management
INCREASED6,0035,792+211+4%$592.5K$594.7K+$2.3K2026-10-22
LiftPoint Family Wealth Advisors LLC
DECREASED5,9966,756-760-11%$691.1K$594.1K-$97.1K2026-11-03
Marathon Strategic Advisors, LLC
INCREASED5,9925,883+109+2%$601.8K$593.7K-$8.1K2026-10-20
WealthPlan Investment Management, LLC
DECREASED5,9616,008-47-1%$614.6K$590.6K-$24.0K2026-10-15
Wedbush Securities Inc
INCREASED5,9514,318+1,633+38%$442.0K$590-$441.4K2026-10-22
Hudson Oak Wealth Advisory LLC
DECREASED5,9346,200-266-4%$634.3K$587.9K-$46.3K2026-10-16
TCI Wealth Advisors, Inc.
UNCHANGED5,8695,86900%$600.4K$581.5K-$18.9K2026-10-30
Asset Dedication, LLC
INCREASED5,8435,221+622+12%$534.2K$578.9K+$44.8K2026-11-03
Mission Wealth Management, LP
DECREASED5,81410,948-5,134-47%$1.1M$576.1K-$543.9K2026-10-15
Redwood Financial Network Corp
INCREASED5,7902,975+2,815+95%$304.3K$573.6K+$269.3K2026-11-03
Revisor Wealth Management LLC
UNCHANGED5,5725,57200%$570.0K$533.1K-$36.9K2026-10-20
Apeiron RIA LLC
DECREASED5,5396,171-632-10%$631.3K$550.2K-$81.0K2026-10-08
One Advisory Partners, LLC
INCREASED5,5365,322+214+4%$544.4K$548.5K+$4.1K2026-10-22
Miller Global Investments, LLC
DECREASED5,5115,512-10%$563.9K$546.0K-$17.8K2026-10-02
Americana Partners, LLC
INCREASED5,5093,650+1,859+51%$373.5K$545.8K+$172.3K2026-10-28
Maia Wealth LLC
DECREASED5,4885,706-218-4%$583.7K$543.8K-$40.0K2026-10-19
Elser Financial Planning, Inc
DECREASED5,4565,796-340-6%$592.9K$540.6K-$52.4K2026-10-16
First Premier Bank
UNCHANGED5,4205,42000%$555$537-$182026-10-13
Veltria Advisors Corp.
UNCHANGED5,3895,38900%$551.3K$533.9K-$17.4K2026-11-05
Bison Wealth, LLC
DECREASED5,3855,399-140%$540.9K$528.0K-$12.9K2026-10-13
Aspetuck Financial Management LLC
DECREASED5,3346,390-1,056-17%$653.7K$528.5K-$125.2K2026-11-04
Signaturefd, LLC
DECREASED5,2885,290-20%$541.1K$523.9K-$17.2K2026-10-23
Natixis
DECREASED5,28317,543-12,260-70%$1.8M$524.4K-$1.3M2026-11-06
SJS Investment Consulting Inc.
UNCHANGED5,0635,06300%$517.9K$501.6K-$16.3K2026-10-26
Rossby Financial, LCC
INCREASED5,0261,378+3,648+265%$141.0K$498.0K+$357.0K2026-11-05
Capital Wealth Alliance, LLC
NEW5,001—+5,001——$495.5K—2026-10-20
Novem Group
DECREASED4,9808,193-3,213-39%$838.1K$493.4K-$344.7K2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
DECREASED4,9138,354-3,441-41%$854.6K$486.8K-$367.8K2026-10-28
First National Bank of Mount Dora, Trust Investment Services
DECREASED4,8766,273-1,397-22%$641.7K$483.1K-$158.6K2026-10-21
Altfest L J & Co Inc
DECREASED4,8405,193-353-7%$531.2K$479.5K-$51.7K2026-10-27
GreatBanc Trust Co
UNCHANGED4,8354,83500%$494.6K$479.1K-$15.6K2026-11-04
HMV Wealth Advisors, LLC
DECREASED4,7855,445-660-12%$557.0K$474.1K-$82.9K2026-10-27
Pines Wealth Management, LLC
INCREASED4,7754,748+27+1%$485.7K$473.1K-$12.6K2026-10-21
Silverlake Wealth Management LLC
INCREASED4,7552,186+2,569+118%$223.6K$471.1K+$247.6K2026-10-21
Avior Wealth Management, LLC
UNCHANGED4,7314,73100%$484.0K$468.8K-$15.2K2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED4,7173,680+1,037+28%$376.5K$467.4K+$90.9K2026-10-09
Sigma Planning Corp
DECREASED4,6875,083-396-8%$520.0K$442.1K-$77.9K2026-10-23
Smith Partners Wealth Management, LLC
UNCHANGED4,6674,66700%$477.4K$462.4K-$15.0K2026-11-05
Prudent Man Investment Management, Inc.
DECREASED4,6044,729-125-3%$343.7K$456.2K+$112.5K2026-11-03
Cypress Point Wealth Management, LLC
UNCHANGED4,4874,48700%$459.0K$444.5K-$14.4K2026-11-03
Firethorn Wealth Partners, LLC
DECREASED4,4274,663-236-5%$477.0K$438.6K-$38.4K2026-10-14
Morling Financial Advisors, LLC
UNCHANGED4,3944,39400%$449.5K$435.4K-$14.1K2026-10-28
Signature Estate & Investment Advisors LLC
NEW4,369—+4,369——$432.9K—2026-10-13
RDA Financial Network
INCREASED4,3632,072+2,291+111%$212.0K$432.3K+$220.3K2026-10-15
LFA - Lugano Financial Advisors SA
INCREASED4,3263,990+336+8%$408.2K$428.6K+$20.4K2026-11-03
PUREfi Wealth, LLC
INCREASED4,2003,000+1,200+40%$306.9K$416.1K+$109.2K2026-10-19
Ballast Rock Private Wealth LLC
INCREASED4,1874,170+17+0%$426.6K$414.8K-$11.7K2026-10-26
Evolution Wealth Management Inc.
DECREASED4,1794,388-209-5%$448.9K$414.1K-$34.8K2026-10-28
Alpha Omega Wealth Management LLC
UNCHANGED4,1744,17400%$427.0K$413.6K-$13.4K2026-10-23
Rose Capital Advisors LLC
NEW4,171—+4,171——$413.3K—2026-11-04
Retirement Wealth Solutions LLC
UNCHANGED4,1374,13700%$423.2K$409.9K-$13.3K2026-10-07
Midwest Capital Advisors, LLC
DECREASED4,0994,534-435-10%$463.9K$406.2K-$57.7K2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED4,0834,347-264-6%$444.7K$404.6K-$40.1K2026-11-04
Armstrong Advisory Group, Inc
DECREASED4,0274,053-26-1%$414.7K$399.0K-$15.6K2026-10-09
Hudock, Inc.
DECREASED4,0214,055-34-1%$414.9K$398.5K-$16.4K2026-10-14
Wolverine Asset Management LLC
NEW4,000—+4,000——$396.3K—2026-11-02
Pacific Park Financial, Inc.
DECREASED3,9735,061-1,088-21%$517.7K$393.6K-$124.1K2026-10-13
Evergreen Capital Management LLC
UNCHANGED3,9263,92600%$401.6K$389.0K-$12.6K2026-10-23
Core Wealth Advisors, LLC
UNCHANGED3,9063,90600%$399.6K$387.0K-$12.6K2026-11-05
Tsfg, LLC
UNCHANGED3,9043,90400%$399.0K$387-$398.6K2026-10-23
Triad Wealth Partners, LLC
DECREASED3,8424,043-201-5%$374.2K$380.7K+$6.4K2026-10-26
Capital Investment Advisors, LLC
INCREASED3,8303,566+264+7%$364.8K$379.4K+$14.7K2026-10-22
Curated Wealth Partners LLC
UNCHANGED3,7723,77200%$385.9K$373.7K-$12.1K2026-10-15
Northwest Wealth Management, LLC
UNCHANGED3,7123,71200%$379.7K$367.8K-$12.0K2026-10-30
Fifth Third Securities, Inc.
NEW3,554—+3,554——$352.1K—2026-10-21
JFS Wealth Advisors, LLC
INCREASED3,5123,398+114+3%$347.6K$348.0K+$3532026-11-03
Root Financial Partners, LLC
DECREASED3,5103,529-19-1%$361.0K$347.8K-$13.2K2026-10-21
Howard Financial Services, Ltd.
UNCHANGED3,4963,49600%$357.7K$346.4K-$11.3K2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED3,4963,49600%$357.6K$346.4K-$11.3K2026-10-16
Accel Wealth Management
UNCHANGED3,4923,49200%$357.2K$346.0K-$11.2K2026-10-13
Spire Wealth Management
DECREASED3,4553,881-426-11%$397.1K$342.4K-$54.7K2026-10-30
United Advisor Group, LLC
NEW3,426—+3,426——$339.4K—2026-11-03
Angeles Wealth Management, LLC
UNCHANGED3,3823,38200%$346.0K$335.1K-$10.9K2026-10-26
Lanark Financial, Inc.
INCREASED3,3353,243+92+3%$331.8K$330.4K-$1.3K2026-10-26
MCF Advisors LLC
UNCHANGED3,3183,31800%$339.4K$328.7K-$10.7K2026-10-28
Mills Wealth Advisors LLC
INCREASED3,3163,204+112+4%$327.8K$328.5K+$7802026-10-22
Investment Research Partners LLC
DECREASED3,2823,425-143-4%$350.4K$325.2K-$25.2K2026-10-19
Moors & Cabot, Inc.
UNCHANGED3,2283,22800%$330.2K$319.8K-$10.4K2026-11-06
BridgePort Financial Solutions, LLC
DECREASED3,2233,835-612-16%$392.3K$319.3K-$73.0K2026-11-02
JIM Saulnier & Associates, LLC
UNCHANGED3,2113,21100%$328.5K$318.2K-$10.3K2026-11-04
Brian LOW Financial Group, LLC
INCREASED3,2023,154+48+2%$322.7K$317.3K-$5.4K2026-10-28
RMR Wealth Builders
INCREASED3,1653,006+159+5%$307.5K$313.6K+$6.1K2026-10-22
Unify Financial Advisors
UNCHANGED3,1413,14100%$321.3K$311.2K-$10.1K2026-11-03
LWM Advisors Inc
UNCHANGED3,1413,14100%$321.3K$311.2K-$10.1K2026-10-08
Provenance Wealth Advisors, LLC
INCREASED3,1152,150+965+45%$219.9K$308.6K+$88.7K2026-10-30
apricus wealth, LLC
UNCHANGED3,0803,08000%$315.1K$305.2K-$9.9K2026-10-26
Vertrix Wealth Management, LLC
INCREASED3,0472,845+202+7%$291.0K$301.9K+$10.8K2026-10-13
Partners Wealth Management, LLC
NEW3,044—+3,044——$301.6K—2026-10-28
Tenon Financial LLC
UNCHANGED3,0073,00700%$307.6K$298.0K-$9.7K2026-10-14
Stapp Wealth Management, Pllc
INCREASED2,9492,774+175+6%$283.8K$292.2K+$8.4K2026-10-15
TPG Advisors LLC
UNCHANGED2,9442,94400%$301.2K$291.7K-$9.5K2026-10-16
D'Orazio & Associates, Inc.
UNCHANGED2,9172,91700%$298.4K$289.0K-$9.4K2026-11-04
Parsons Capital Management Inc
DECREASED2,9153,337-422-13%$341.4K$288.8K-$52.6K2026-10-28
Weitzel Financial Services, Inc.
DECREASED2,9032,961-58-2%$416.6K$429.9K+$13.3K2026-10-16
Cove Private Wealth, LLC
INCREASED2,8512,500+351+14%$255.8K$282.5K+$26.7K2026-10-28
Verus Capital Partners, LLC
DECREASED2,8403,659-819-22%$374.4K$281.3K-$93.0K2026-11-03
Goldstein Advisors, LLC
DECREASED2,8172,827-100%$289.2K$279.1K-$10.1K2026-10-15
Factor Wealth Management LTD
UNCHANGED2,8052,80500%$287.0K$277.9K-$9.0K2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,7662,427+339+14%$248.3K$274.1K+$25.8K2026-10-28
Invested Advisors
DECREASED2,7492,892-143-5%$295.9K$272.4K-$23.5K2026-10-23
Deutsche Bank Ag\
UNCHANGED2,6562,65600%$271.7K$263.2K-$8.6K2026-11-06
Manchester Capital Management LLC
UNCHANGED2,6352,63500%$269.6K$261.1K-$8.5K2026-10-22
Soltis Investment Advisors LLC
INCREASED2,5912,416+175+7%$247.2K$256.7K+$9.6K2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED2,5782,592-14-1%$265.2K$255.4K-$9.7K2026-10-08
Opus Financial Solutions LLC
DECREASED2,5732,929-356-12%$299.6K$254.9K-$44.7K2026-11-06
Cutler Investment Counsel LLC
UNCHANGED2,5702,57000%$262.9K$254.6K-$8.3K2026-10-28
First National Trust Co
DECREASED2,5664,915-2,349-48%$502.8K$254.2K-$248.6K2026-10-28
Dala Group, LLC
UNCHANGED2,5652,56500%$262.4K$254.1K-$8.3K2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED2,5382,811-273-10%$287.6K$251.5K-$36.1K2026-10-14
Bayshore Asset Management, LLC
NEW2,500—+2,500——$245.1K—2026-11-03
Virginia Retirement Systems ET Al
NEW2,500—+2,500——$247.7K—2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED2,5003,025-525-17%$309.5K$247.7K-$61.8K2026-11-05
Moneco Advisors, LLC
DECREASED2,4972,759-262-9%$282.2K$247.4K-$34.8K2026-11-05
Berman McAleer LLC
UNCHANGED2,4932,49300%$255.0K$247.0K-$8.0K2026-10-16
SVB Wealth LLC
DECREASED2,4792,503-24-1%$256.1K$245.6K-$10.4K2026-11-06
Elevated Financial Group LLC
INCREASED2,4602,421+39+2%$247.7K$243.7K-$3.9K2026-10-16
Sigma Investment Counselors Inc
NEW2,446—+2,446——$242.4K—2026-10-27
Mascagni Wealth Management, Inc.
INCREASED2,4372,318+119+5%$237.2K$241.5K+$4.3K2026-10-23
Fiduciary Financial Group, LLC
INCREASED2,4322,034+398+20%$208.1K$241.0K+$32.9K2026-10-13
BLB&B Advisors, LLC
UNCHANGED2,4292,42900%$248.5K$240.7K-$7.8K2026-10-27
Lake Street Private Wealth, LLC
UNCHANGED2,4192,41900%$246.5K$240.3K-$6.2K2026-10-22
Keener Financial Planning LLC
INCREASED2,4182,407+11+0%$246.0K$239.6K-$6.4K2026-11-06
Zenith Solutions, Inc.
INCREASED2,4162,301+115+5%$235.4K$239.4K+$3.9K2026-10-19
Narus Financial Partners, LLC
DECREASED2,4113,321-910-27%$339.7K$238.9K-$100.9K2026-10-19
Missouri Trust & Investment Co
UNCHANGED2,4002,40000%$221.1K$237.8K+$16.7K2026-11-04
Strategic Wealth Advisors LLC
DECREASED2,3762,521-145-6%$183$235.4K+$235.2K2026-11-06
Insight 2811, Inc.
DECREASED2,3732,439-66-3%$249.5K$235.1K-$14.4K2026-11-06
Greenspring Advisors, LLC
UNCHANGED2,3692,36900%$242.3K$234.7K-$7.6K2026-11-05
Sharkey, Howes & Javer
DECREASED2,3652,367-20%$242.1K$234.3K-$7.8K2026-10-22
Baldwin Wealth Partners LLC
UNCHANGED2,3502,35000%$240.4K$232.8K-$7.6K2026-10-13
DBK Financial Counsel, LLC
DECREASED2,3482,698-350-13%$276.0K$232.6K-$43.4K2026-10-13
Hurley Capital, LLC
INCREASED2,3431,246+1,097+88%$127.4K$232.2K+$104.8K2026-11-05
Mainstream Capital Management LLC
DECREASED2,3382,611-273-10%$267.1K$231.6K-$35.5K2026-10-23
RS Crum Inc.
UNCHANGED2,3342,33400%$238.7K$231.2K-$7.5K2026-10-19
Accelerate Investment Advisors LLC
NEW2,310—+2,310——$228.9K—2026-11-02
Clarity Asset Management, Inc.
DECREASED2,3032,313-100%$236.6K$228.2K-$8.5K2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
INCREASED2,3001,300+1,000+77%$133.0K$227.9K+$94.9K2026-10-29
Matrix Asset Advisors Inc
UNCHANGED2,2922,29200%$234.5K$227.1K-$7.4K2026-10-13
Davenport & Co LLC
NEW2,287—+2,287——$226.6K—2026-10-14
J2 Capital Management Inc
DECREASED2,28511,388-9,103-80%$1.2M$226.4K-$938.6K2026-10-19
Greenleaf Trust
DECREASED2,2842,402-118-5%$245.7K$226.3K-$19.4K2026-10-29
Orca Wealth Management, LLC
UNCHANGED2,2672,26700%$231.9K$224.6K-$7.3K2026-10-14
Hoge Financial Services, LLC
DECREASED2,2582,311-53-2%$236.4K$223.8K-$12.7K2026-11-05
Signal Advisors Wealth, LLC
DECREASED2,2472,902-655-23%$296.9K$222.7K-$74.2K2026-10-13
BigSur Wealth Management LLC
UNCHANGED2,2402,24000%$229.2K$221.9K-$7.2K2026-10-13
GSG Advisors LLC
NEW2,217—+2,217——$219.7K—2026-11-03
Two West Capital Advisors LLC
NEW2,211—+2,211——$221.9K—2026-10-15
TD Waterhouse Canada Inc.
INCREASED2,1821,969+213+11%$194.1K$216.8K+$22.7K2026-10-16
Emprise Bank
UNCHANGED2,0922,09200%$214.0K$207.3K-$6.7K2026-10-07
Bank of New Hampshire
UNCHANGED2,0552,05500%$210.2K$203.6K-$6.6K2026-10-06
Cambridge Financial Group, LLC
UNCHANGED2,0492,04900%$209.6K$209.6K$02026-10-06
Latitude Advisors, LLC
DECREASED1,9964,891-2,895-59%$500.4K$197.8K-$302.6K2026-10-27
UMB Bank, n.a.
UNCHANGED1,9641,96400%$200.9K$194.6K-$6.3K2026-11-06
Sava Infond d.o.o.
UNCHANGED1,9001,90000%$194.4K$188.3K-$6.1K2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED1,7311,73100%$177.1K$171.5K-$5.6K2026-10-06
Elyxium Wealth, LLC
NEW1,700—+1,700——$168.4K—2026-10-27
Avion Wealth
DECREASED1,6762,270-594-26%$232.0K$166.0K-$66.0K2026-11-04
Acropolis Investment Management, LLC
INCREASED1,6541,643+11+1%$168.0K$163.8K-$4.2K2026-10-08
Y.D. More Investments Ltd
NEW1,652—+1,652——$163.7K—2026-11-02
Elevated Capital Advisors, LLC
DECREASED1,6295,691-4,062-71%$582.2K$161.4K-$420.8K2026-11-04
Jacobi Capital Management LLC
NEW1,545—+1,545——$153.1K—2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED1,5451,54500%$158.1K$153.1K-$5.0K2026-10-27
TD Private Client Wealth LLC
DECREASED1,5161,592-76-5%$162.9K$150.2K-$12.7K2026-10-28
Stone House Investment Management, LLC
DECREASED1,4021,424-22-2%$145.6K$138.9K-$6.8K2026-10-23
Kings Path Partners LLC
INCREASED1,3511,052+299+28%$107.6K$133.9K+$26.2K2026-10-21
SYM Financial Corp
INCREASED1,2641,213+51+4%$124.1K$125.2K+$1.1K2026-10-26
Allworth Financial LP
INCREASED1,1901,096+94+9%$112.1K$121.7K+$9.6K2026-11-06
Bochk Asset Management Ltd
NEW1,177—+1,177——$116.6K—2026-10-29
James T. Borello RIA
UNCHANGED1,1351,13500%$116.1K$112.5K-$3.7K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED1,0981,09800%$112.3K$108.8K-$3.5K2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED1,0731,07300%$109.7K$106.3K-$3.5K2026-10-19
Larson Financial Group LLC
DECREASED1,0561,134-78-7%$116.1K$104.6K-$11.5K2026-11-05
Golden State Wealth Management, LLC
DECREASED1,0291,036-7-1%$106.1K$102.0K-$4.0K2026-11-02
Wolff Wiese Magana LLC
DECREASED975991-16-2%$101.4K$96.6K-$4.8K2026-10-15
John A. Wolfe & Associates, Inc.
DECREASED9351,267-332-26%$129.6K$92.7K-$37.0K2026-11-06
Harbor Asset Planning, Inc.
DECREASED9011,211-310-26%$123.9K$89.3K-$34.6K2026-10-23
Heritage Family Offices, LLP
NEW815—+815——$80.8K—2026-11-02
Arlington Trust Co LLC
UNCHANGED74474400%$76.1K$73.7K-$2.4K2026-10-20
Beacon Investment Advisory Services, Inc.
NEW738—+738——$73.1K—2026-10-13
Halbert Hargrove Global Advisors, LLC
UNCHANGED73673600%$75.3K$72.9K-$2.4K2026-10-16
Albion Financial Group
UNCHANGED73573500%$75.2K$72.8K-$2.4K2026-10-21
Financial Perspectives, Inc
UNCHANGED73473400%$75.1K$72.7K-$2.4K2026-11-03
Rosenberg Matthew Hamilton
DECREASED686698-12-2%$71.4K$68.0K-$3.4K2026-10-05
Simplex Trading, LLC
DECREASED6531,093-440-40%$111.8K$64.7K-$47.1K2026-11-04
Creative Financial Designs Inc
INCREASED632505+127+25%$51.7K$62.6K+$11.0K2026-11-04
Financial Consulate, Inc
UNCHANGED58358300%$59.6K$57.8K-$1.9K2026-10-23
Abound Wealth Management
INCREASED576526+50+10%$53.8K$57.1K+$3.3K2026-10-26
GS Investments, Inc.
UNCHANGED52552500%$53.7K$52.0K-$1.7K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED52452400%$53.6K$51.9K-$1.7K2026-10-15
Trust Co of Vermont
NEW516—+516——$51.1K—2026-10-21
SBK Financial, Inc.
UNCHANGED50750700%$51.9K$50.2K-$1.6K2026-11-02
KFG LLC
NEW494—+494——$48.9K—2026-11-02
Phillips Financial Management, LLC
UNCHANGED47347300%$48.4K$46.9K-$1.5K2026-10-19
Realta Investment Advisors
DECREASED4711,312-841-64%$134.2K$46.6K-$87.5K2026-10-14
Grove Bank & Trust
UNCHANGED43043000%$44.0K$42.6K-$1.4K2026-10-08
Zions Bancorporation, National Association
UNCHANGED42142100%$43.1K$41.7K-$1.4K2026-11-06
Trust Co
UNCHANGED37037000%$37.9K$36.7K-$1.2K2026-10-09
Bokf, NA
DECREASED3461,197-851-71%$122.5K$34.3K-$88.2K2026-10-27
Clark Wealth Partners
DECREASED342360-18-5%$36.8K$33.9K-$2.9K2026-10-19
Bell Investment Advisors, Inc
UNCHANGED32232200%$33.0K$31.9K-$1.0K2026-10-29
First Bancorp, Inc
DECREASED313365-52-14%$37.3K$31.0K-$6.3K2026-10-26
Cape Investment Advisory, Inc.
UNCHANGED29129100%$29.8K$28.8K-$9372026-10-13
GoalVest Advisory LLC
NEW246—+246——$24.4K—2026-10-02
Accordant Advisory Group Inc
UNCHANGED21621600%$22.1K$21.4K-$6952026-10-29
McCarley & Cook Financial Planners
UNCHANGED21421400%$21.9K$21.2K-$6892026-10-21
Team Financial Group, LLC
NEW211—+211——$21.0K—2026-10-30
GK Wealth Management LLC
NEW196—+196——$19.4K—2026-10-09
Signature Equity Partners, LLC
INCREASED17997+82+85%$10.0K$17.7K+$7.8K2026-10-29
Sofi Wealth, LLC
DECREASED176196-20-10%$20.1K$17.4K-$2.6K2026-10-27
Private Wealth Management Group, LLC
UNCHANGED17617600%$18.0K$17.4K-$5672026-10-19
Archer Investment Corp
INCREASED15532+123+384%$3.3K$15.4K+$12.1K2026-11-05
Triumph Capital Management
UNCHANGED14714700%$15.0K$14.6K-$4732026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED13713700%$14.0K$13.6K-$4412026-10-22
Bangor Savings Bank
DECREASED132240-108-45%$24.6K$13.1K-$11.5K2026-10-06
Gamma Investing LLC
UNCHANGED12812800%$13.1K$12.7K-$4122026-10-08
Covestor Ltd
DECREASED125133-8-6%$14$12-$22026-10-30
Silver Grove Financial Group, Inc.
INCREASED12133+88+267%$3.4K$12.0K+$8.6K2026-11-05
NorthAvenue LLC
UNCHANGED11511500%$11.8K$11.4K-$3712026-10-29
Tompkins Financial Corp
UNCHANGED11211200%$11.5K$11.1K-$3612026-10-05
1620 Investment Advisors, Inc.
UNCHANGED10010000%$10.2K$9.9K-$3222026-11-04
Sfam, LLC
NEW93—+93——$9.2K—2026-11-03
Winch Advisory Services, LLC
UNCHANGED888800%$9.0K$8.7K-$2822026-11-06
CKW Financial Group
UNCHANGED878700%$9$9$02026-10-29
Putney Financial Group LLC
NEW85—+85——$8.4K—2026-10-30
North Point Portfolio Managers Corp
NEW74—+74——$7.3K—2026-10-07
Southern Michigan Bank & Trust
NEW71—+71——$7.0K—2026-10-19
DecisionPoint Financial, LLC
UNCHANGED696900%$6.8K$6.9K+$562026-10-27
Gilpin Wealth Management, LLC
UNCHANGED686800%$7.0K$6.7K-$2192026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED686800%$7.0K$6.7K-$2192026-10-23
Ashton Thomas Securities, LLC
NEW64—+64——$6.3K—2026-10-26
Mosley Wealth Management
INCREASED5948+11+23%$4.9K$5.6K+$6402026-10-16
Trust Co of Toledo NA
UNCHANGED585800%$5.9K$5.7K-$1862026-10-16
Rudd Co d/b/a Styre Wealth
NEW56—+56——$5.2K—2026-10-29
Kingdom Financial Group Llc.
UNCHANGED515100%$5.2K$5.0K-$1632026-11-04
Gen-Wealth Partners Inc
UNCHANGED484800%$4.9K$4.8K-$1542026-11-04
Physician Wealth Advisors, Inc.
DECREASED4565-20-31%$6.6K$4.5K-$2.2K2026-10-20
Raleigh Capital Management Inc.
UNCHANGED404000%$4.1K$3.9K-$1282026-10-28
Gladwyn Financial Advisors, Inc.
UNCHANGED383800%$3.9K$3.8K-$1232026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED373700%$3.8K$3.7K-$1202026-10-23
West Paces Advisors Inc.
UNCHANGED272700%$2.7K$2.6K-$862026-10-13
Birchwood Financial Partners, Inc.
DECREASED24103-79-77%$10.5K$2.4K-$8.1K2026-11-02
First Command Advisory Services, Inc.
DECREASED2144-23-52%$4.5K$2.1K-$2.4K2026-11-05
Independence Bank of Kentucky
NEW17—+17——$1.7K—2026-10-26
Ashurst Perkins Coie Trust Co
NEW14—+14——$1.4K—2026-10-15
Financially Speaking Inc
NEW13—+13——$1.3K—2026-11-05
Hilton Head Capital Partners, LLC
DECREASED1215-3-20%$1.5K$1.2K-$3452026-10-23
Plante Moran Financial Advisors, LLC
DECREASED10446-436-98%$45.6K$996-$44.6K2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED4400%$410$397-$132026-10-15
First Pacific Financial
NEW3—+3——$298—2026-10-14
Myriad Asset Management Advisors LLC
CLOSED0665,140-665,140-100%$68.0M$0-$68.0M2026-11-03
Axxcess Wealth Management, LLC
CLOSED0169,401-169,401-100%$17.3M$0-$17.3M2026-10-21
Myriad Asset Management US LP
CLOSED0111,013-111,013-100%$11.4M$0-$11.4M2026-11-03
Fortitude Family Office, LLC
CLOSED084,760-84,760-100%$8.7M$0-$8.7M2026-10-14
Spectrum Asset Management, Inc. (NB )
CLOSED041,062-41,062-100%$4.2M$0-$4.2M2026-10-19
Columbus Macro, LLC
CLOSED020,122-20,122-100%$2.1M$0-$2.1M2026-10-14
Scarborough Advisors, LLC
CLOSED012,275-12,275-100%$1.2M$0-$1.2M2026-10-16
Quad-Cities Investment Group, LLC
CLOSED09,807-9,807-100%$1.0M$0-$1.0M2026-10-16
Sugar Maple Asset Management, LLC
CLOSED09,593-9,593-100%$981.4K$0-$981.4K2026-10-13
PFG Advisors
CLOSED05,125-5,125-100%$524.2K$0-$524.2K2026-10-16
South Shore Capital Advisors
CLOSED05,089-5,089-100%$520.6K$0-$520.6K2026-10-20
Wespac Advisors, LLC
CLOSED04,102-4,102-100%$419.6K$0-$419.6K2026-10-26
Sowell Financial Services LLC
CLOSED03,884-3,884-100%$397.3K$0-$397.3K2026-10-23
Lane Brothers & Co Inc
CLOSED03,759-3,759-100%$384.5K$0-$384.5K2026-11-02
Symphony Financial, Ltd. Co.
CLOSED03,235-3,235-100%$325.7K$0-$325.7K2026-10-22
Polaris Investment Advisors, LLC
CLOSED02,229-2,229-100%$228.0K$0-$228.0K2026-10-20
Jefferies Financial Group Inc.
CLOSED02,216-2,216-100%$226.7K$0-$226.7K2026-11-05
Old National Bancorp
CLOSED02,187-2,187-100%$223.7K$0-$223.7K2026-10-20
Trademark Financial Management, LLC
CLOSED02,072-2,072-100%$212.0K$0-$212.0K2026-10-23
Glenview Trust Co
CLOSED02,062-2,062-100%$210.9K$0-$210.9K2026-10-28
Balboa Wealth Partners
CLOSED02,054-2,054-100%$210.1K$0-$210.1K2026-10-20
New Harbor Financial Group, LLC
CLOSED02,005-2,005-100%$205.1K$0-$205.1K2026-10-22
StoneX Group Inc.
CLOSED01,998-1,998-100%$204.4K$0-$204.4K2026-11-03
Chicago Capital, LLC
CLOSED01,983-1,983-100%$202.9K$0-$202.9K2026-10-13
Brandywine OAK Private Wealth LLC
CLOSED01,967-1,967-100%$201.2K$0-$201.2K2026-10-23
Northland Securities, Inc.
CLOSED01,965-1,965-100%$201.0K$0-$201.0K2026-11-02
LifeSteps Financial, Inc.
CLOSED01,760-1,760-100%$180.0K$0-$180.0K2026-10-15
Tucker Asset Management LLC
CLOSED01,359-1,359-100%$139.0K$0-$139.0K2026-10-29
Atlatl Advisers LLC
CLOSED01,135-1,135-100%$116.1K$0-$116.1K2026-10-22
AdvisorNet Financial, Inc
CLOSED0885-885-100%$90.6K$0-$90.6K2026-10-15
MeadowBrook Investment Advisors LLC
CLOSED0506-506-100%$51.8K$0-$51.8K2026-10-29
Go Invest LLC
CLOSED0341-341-100%$34.9K$0-$34.9K2026-10-09
International Assets Investment Management, LLC
CLOSED0179-179-100%$17.6K$0-$17.6K2026-11-02
Cornerstone Planning Group LLC
CLOSED0126-126-100%$11.9K$0-$11.9K2026-10-16
Balentine LLC
CLOSED0103-103-100%$10.5K$0-$10.5K2026-11-03
Commonwealth Retirement Investments LLC
CLOSED036-36-100%$3.7K$0-$3.7K2026-10-26
Pinnacle Wealth Planning Services, Inc.
CLOSED06-6-100%$614$0-$6142026-10-27
EPG Wealth Management LLC
CLOSED04-4-100%$409$0-$4092026-11-03
Goldman Sachs Group Inc
N/A—36,096,959-36,096,959-100%$3.7B———
Bank of America Corp
N/A—15,416,323-15,416,323-100%$1.6B———
Northern Trust Corp
N/A—7,620,077-7,620,077-100%$779.5M———
Northwestern Mutual Wealth Management Co
N/A—5,351,025-5,351,025-100%$547.4M———
Morgan Stanley
N/A—4,391,922-4,391,922-100%$449.3M———
Ameriprise Financial Inc
N/A—3,874,678-3,874,678-100%$401.5M———
BlackRock, Inc.
N/A—3,537,826-3,537,826-100%$361.9M———
Envestnet Asset Management Inc
N/A—3,033,652-3,033,652-100%$310.3M———
JPMorgan Chase & Co
N/A—2,760,202-2,760,202-100%$277.3M———
Teacher Retirement System of Texas
N/A—2,579,723-2,579,723-100%$263.9M———
Wells Fargo & Company
N/A—2,531,137-2,531,137-100%$258.9M———
UBS Group AG
N/A—2,215,349-2,215,349-100%$226.6M———
Stifel Financial Corp
N/A—1,912,586-1,912,586-100%$195.7M———
Jane Street Group, LLC
N/A—1,890,485-1,890,485-100%$193.4M———
Invesco Ltd.
N/A—1,757,000-1,757,000-100%$179.7M———
Jupiter Topco LLC
N/A—1,714,300-1,714,300-100%$175.4M———
Johns Hopkins University
N/A—1,423,744-1,423,744-100%$145.6M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,302,290-1,302,290-100%$133.2M———
Advocacy Wealth Management, LLC
N/A—1,198,777-1,198,777-100%$122.6M———
Raymond James Financial Inc
N/A—1,182,341-1,182,341-100%$121.0M———
HighTower Advisors, LLC
N/A—1,092,974-1,092,974-100%$111.8M———
Partners Capital Investment Group, LLP
N/A—1,044,702-1,044,702-100%$106.9M———
RiverFront Investment Group, LLC
N/A—1,026,995-1,026,995-100%$105.1M———
Royal Bank of Canada
N/A—1,016,870-1,016,870-100%$104.0M———
Composition Wealth, LLC
N/A—920,867-920,867-100%$94.2M———
MAI Capital Management
N/A—891,372-891,372-100%$91.2M———
Bridgewater Associates, LP
N/A—880,516-880,516-100%$90.1M———
Mariner, LLC
N/A—838,682-838,682-100%$85.8M———
1ST Source Bank
N/A—786,100-786,100-100%$80.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—717,949-717,949-100%$73.4M———
Hancock Whitney Corp
N/A—700,982-700,982-100%$71.7M———
Osaic Holdings, Inc.
N/A—671,667-671,667-100%$68.8M———
State of Wisconsin Investment Board
N/A—666,900-666,900-100%$68.2M———
Focus Partners Wealth
N/A—609,087-609,087-100%$62.3M———
Cetera Investment Advisers
N/A—592,596-592,596-100%$60.6M———
Integrated Wealth Concepts LLC
N/A—557,027-557,027-100%$57.0M———
Baird Financial Group, Inc.
N/A—521,399-521,399-100%$53.3M———
Proficio Capital Partners LLC
N/A—475,841-475,841-100%$48.7M———
Prudential PLC
N/A—472,201-472,201-100%$48.3M———
Sanctuary Advisors, LLC
N/A—469,938-469,938-100%$48.1M———
Captrust Financial Advisors
N/A—456,863-456,863-100%$46.7M———
Janney Montgomery Scott LLC
N/A—449,441-449,441-100%$46.0M———
MML Investors Services, LLC
N/A—420,612-420,612-100%$43.0M———
Tradition Wealth Management, LLC
N/A—384,272-384,272-100%$39.3M———
Vestmark Advisory Solutions, Inc.
N/A—369,793-369,793-100%$37.8M———
World Investment Advisors
N/A—359,314-359,314-100%$28.5M———
Soros Fund Management LLC
N/A—354,686-354,686-100%$36.3M———
Seascape Capital Management
N/A—332,476-332,476-100%$34.0M———
Prime Buchholz LLC
N/A—299,549-299,549-100%$30.6M———
Waterloo Capital, L.P.
N/A—297,542-297,542-100%$30.4M———
Curi Capital, LLC
N/A—289,916-289,916-100%$29.7M———
Carr Financial Group Corp
N/A—288,311-288,311-100%$29.5M———
Cerity Partners LLC
N/A—287,564-287,564-100%$29.4M———
FIL Ltd
N/A—282,272-282,272-100%$28.9M———
Legacy Financial Group LLC
N/A—255,720-255,720-100%$26.2M———
Tidal Investments LLC
N/A—230,630-230,630-100%$23.6M———
Rockefeller Capital Management L.P.
N/A—229,967-229,967-100%$23.5M———
Robinhood Asset Management, LLC
N/A—222,908-222,908-100%$22.8M———
Es4, LLC
N/A—198,962-198,962-100%$20.4M———
Bank of Nova Scotia
N/A—198,600-198,600-100%$20.3M———
Atlas Capital Advisors Inc.
N/A—196,525-196,525-100%$20.1M———
Bank of Montreal
N/A—185,345-185,345-100%$19.0M———
Belpointe Asset Management LLC
N/A—183,178-183,178-100%$18.7M———
Nomura Asset Management Co LTD
N/A—173,900-173,900-100%$17.8M———
FLC Capital Advisors
N/A—166,465-166,465-100%$17.0M———
Mercer Global Advisors Inc
N/A—163,730-163,730-100%$16.7M———
Commerce Bank
N/A—159,649-159,649-100%$16.3M———
&partners
N/A—153,944-153,944-100%$15.7M———
Legal & General Group Plc
N/A—152,395-152,395-100%$15.5M———
Stratos Wealth Partners, Ltd.
N/A—149,456-149,456-100%$15.3M———
Jones Financial Companies Lllp
N/A—149,228-149,228-100%$14.9M———
NewEdge Advisors, LLC
N/A—148,979-148,979-100%$15.2M———
Snowden Capital Advisors LLC
N/A—147,022-147,022-100%$15.0M———
OneDigital Investment Advisors LLC
N/A—146,738-146,738-100%$15.0M———
SlateStone Wealth, LLC
N/A—146,086-146,086-100%$14.9M———
Schroder Investment Management Group
N/A—137,659-137,659-100%$13.8M———
Employees Retirement System of Texas
N/A—137,000-137,000-100%$14.0M———
Fortis Capital Advisors, LLC
N/A—135,294-135,294-100%$13.8M———
Retirement Management Systems Inc.
N/A—135,011-135,011-100%$13.8M———
Black Swift Group, LLC
N/A—134,372-134,372-100%$13.7M———
Nelson Capital Management, LLC
N/A—122,916-122,916-100%$12.6M———
Raelipskie Partnership
N/A—122,777-122,777-100%$12.6M———
Citizens Business Bank
N/A—121,930-121,930-100%$12.5M———
Franklin Resources Inc
N/A—111,897-111,897-100%$11.4M———
Darwin Wealth Management, LLC
N/A—110,605-110,605-100%$11.3M———
Zhang Financial LLC
N/A—110,505-110,505-100%$11.3M———
1 North Wealth Services LLC
N/A—108,850-108,850-100%$11.1M———
Old Mission Capital LLC
N/A—108,699-108,699-100%$11.1M———
Fortis Advisors, LLC
N/A—107,713-107,713-100%$11.0M———
Plum Street Advisors, LLC
N/A—107,592-107,592-100%$11.0M———
Chicago Wealth Management, Inc.
N/A—103,633-103,633-100%$10.6M———
Colonial Trust Advisors
N/A—100,711-100,711-100%$10.3M———
Larch Capital Partners LLC
N/A—100,651-100,651-100%$10.3M———
Private Advisor Group, LLC
N/A—100,537-100,537-100%$10.3M———
CIBC World Market Inc.
N/A—98,609-98,609-100%$10.1M———
Ethos Financial Group, LLC
N/A—96,371-96,371-100%$9.9M———
Bernard Wealth Management Corp.
N/A—96,180-96,180-100%$9.8M———
Orion Porfolio Solutions, LLC
N/A—95,914-95,914-100%$9.8M———
Federation des caisses Desjardins du Quebec
N/A—89,981-89,981-100%$9.2M———
NorthRock Partners, LLC
N/A—85,909-85,909-100%$8.8M———
Circle Wealth Management, LLC
N/A—85,285-85,285-100%$8.7M———
Rothschild Investment LLC
N/A—84,464-84,464-100%$8.6M———
Gladstone Institutional Advisory LLC
N/A—78,171-78,171-100%$8.0M———
Ancora Advisors LLCA
N/A—77,961-77,961-100%$8.0M———
Granite Bay Wealth Management, LLC
N/A—77,245-77,245-100%$7.9M———
Van Hulzen Asset Management, LLC
N/A—76,486-76,486-100%$7.8M———
Greykasell Wealth Strategies, Inc.
N/A—76,018-76,018-100%$7.8M———
Wealthfront Advisers LLC
N/A—75,381-75,381-100%$7.7M———
Sierra Capital LLC
N/A—74,366-74,366-100%$7.6M———
Sovereign Investment Advisors, LLC
N/A—72,632-72,632-100%$7.4M———
Wood Tarver Financial Group, LLC
N/A—70,111-70,111-100%$7.2M———
Bank of Hawaii
N/A—68,531-68,531-100%$7.0M———
BBR Partners, LLC
N/A—67,926-67,926-100%$6.9M———
Savvy Advisors, Inc.
N/A—67,049-67,049-100%$6.9M———
M&T Bank Corp
N/A—64,037-64,037-100%$6.6M———
Atlas Legacy Advisors, LLC
N/A—63,959-63,959-100%$6.5M———
IHT Wealth Management, LLC
N/A—63,673-63,673-100%$6.5M———
Vertex Planning Partners, LLC
N/A—63,292-63,292-100%$6.5M———
Pathstone Holdings, LLC
N/A—61,413-61,413-100%$6.3M———
Harvest Investment Advisors, LLC
N/A—60,536-60,536-100%$6.2M———
Global Retirement Partners, LLC
N/A—60,134-60,134-100%$6.2M———
Liberty Wealth Management LLC
N/A—58,842-58,842-100%$4.6M———
Galilei Investment Office LLP
N/A—58,133-58,133-100%$5.9M———
Colonial Trust Co / SC
N/A—57,995-57,995-100%$5.9M———
Alliancebernstein L.P.
N/A—57,065-57,065-100%$4.5M———
Quent Capital, LLC
N/A—55,891-55,891-100%$5.7M———
Glenmede Trust Co NA
N/A—53,535-53,535-100%$5.5M———
Copia Wealth Management
N/A—52,101-52,101-100%$5.3M———
FMR LLC
N/A—51,938-51,938-100%$5.3M———
Arkadios Wealth Advisors
N/A—51,928-51,928-100%$5.3M———
Rock Creek Group LLC
N/A—49,981-49,981-100%$5.1M———
AQR Capital Management LLC
N/A—49,448-49,448-100%$5.1M———
SageView Advisory Group, LLC
N/A—49,172-49,172-100%$5.0M———
Citadel Advisors LLC
N/A—48,880-48,880-100%$5.0M———
Birchcreek Wealth Management, LLC
N/A—47,190-47,190-100%$4.8M———
Quantinno Capital Management LP
N/A—46,836-46,836-100%$4.8M———
Cbiz Investment Advisory Services, LLC
N/A—46,241-46,241-100%$3.6M———
Ausdal Financial Partners, Inc.
N/A—45,929-45,929-100%$4.7M———
Bravera Wealth
N/A—45,035-45,035-100%$4.6M———
Provident Co of the Employees of the Hebrew University LTD
N/A—45,008-45,008-100%$4.6M———
J. Mark Nickell & Co.
N/A—44,734-44,734-100%$4.6M———
Equitable Holdings, Inc.
N/A—44,162-44,162-100%$4.5M———
Palladiem, LLC
N/A—42,559-42,559-100%$4.4M———
SEI Investments Co
N/A—41,705-41,705-100%$4.3M———
Whittier Trust Co
N/A—41,636-41,636-100%$4.2M———
Gotham Asset Management, LLC
N/A—41,356-41,356-100%$4.2M———
a16z Perennial Management, L.P.
N/A—39,825-39,825-100%$4.1M———
Norris Financial Group, LLC
N/A—39,303-39,303-100%$4.0M———
Focus Partners Advisor Solutions, LLC
N/A—39,185-39,185-100%$4.0M———
Beacon Pointe Advisors, LLC
N/A—39,083-39,083-100%$4.0M———
Beckerman Institutional, LLC
N/A—38,650-38,650-100%$4.0M———
Glen Eagle Advisors, LLC
N/A—38,172-38,172-100%$3.9M———
BNP Paribas Financial Markets
N/A—34,406-34,406-100%$3.5M———
MA Private Wealth
N/A—33,995-33,995-100%$3.5M———
Marshall Wace, LLP
N/A—33,813-33,813-100%$3.5M———
JT Stratford LLC
N/A—33,628-33,628-100%$3.4M———
Per Stirling Capital Management, Llc.
N/A—33,361-33,361-100%$3.4M———
Envestnet Portfolio Solutions, Inc.
N/A—33,171-33,171-100%$3.4M———
Passive Capital Management, Llc.
N/A—33,000-33,000-100%$2.4M———
Seeds Investor LLC
N/A—32,325-32,325-100%$3.3M———
IFG Advisory, LLC
N/A—31,002-31,002-100%$3.2M———
Hamilton Wealth, LLC
N/A—30,803-30,803-100%$3.2M———
Keebeck Wealth Management
N/A—29,073-29,073-100%$3.0M———
Steward Partners Investment Advisory, LLC
N/A—28,492-28,492-100%$2.9M———
One Wealth Advisors, LLC
N/A—28,353-28,353-100%$2.9M———
Arax Advisory Partners
N/A—27,900-27,900-100%$2.9M———
Moneta Group Investment Advisors LLC
N/A—27,528-27,528-100%$2.8M———
Perennial Investment Advisors, LLC
N/A—27,427-27,427-100%$2.8M———
Coastal Bridge Advisors, LLC
N/A—27,329-27,329-100%$2.8M———
Walter & Keenan Wealth Management LLC
N/A—26,835-26,835-100%$2.7M———
Cresset Asset Management, LLC
N/A—26,783-26,783-100%$2.7M———
O'shaughnessy Asset Management, LLC
N/A—26,517-26,517-100%$2.7M———
Legacy Financial Advisors, Inc.
N/A—26,318-26,318-100%$2.7M———
Fort Point Capital Partners LLC
N/A—26,154-26,154-100%$2.7M———
EQ LLC
N/A—25,969-25,969-100%$2.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—24,814-24,814-100%$2.5M———
Investor's Fiduciary Advisor Network, LLC
N/A—24,644-24,644-100%$2.5M———
Kickstand Ventures, Llc.
N/A—24,116-24,116-100%$2.5M———
Hirtle & Co., LLC
N/A—23,682-23,682-100%$2.4M———
Bleakley Financial Group, LLC
N/A—23,646-23,646-100%$2.4M———
Aptus Capital Advisors, LLC
N/A—23,070-23,070-100%$2.4M———
Brown Advisory Inc
N/A—22,849-22,849-100%$2.3M———
Trajan Wealth LLC
N/A—22,504-22,504-100%$2.3M———
Anchor Investment Management, LLC
N/A—21,525-21,525-100%$2.2M———
Peapack Gladstone Financial Corp
N/A—21,215-21,215-100%$2.2M———
Mutual Advisors, LLC
N/A—21,204-21,204-100%$2.2M———
Ciovacco Capital Management LLC
N/A—21,194-21,194-100%$2.2M———
Natixis Advisors, LLC
N/A—21,026-21,026-100%$2.2M———
Bessemer Group Inc
N/A—20,955-20,955-100%$2.1M———
Texas Yale Capital Corp.
N/A—20,900-20,900-100%$2.1M———
Stelac Advisory Services LLC
N/A—20,146-20,146-100%$2.1M———
United Bank
N/A—20,020-20,020-100%$2.0M———
Waverly Advisors, LLC
N/A—19,796-19,796-100%$2.0M———
Campion Asset Management
N/A—19,666-19,666-100%$2.0M———
Advisory Services Network, LLC
N/A—19,653-19,653-100%$2.0M———
Leavell Investment Management, Inc.
N/A—19,403-19,403-100%$2.0M———
Pinnacle Financial Partners, Inc.
N/A—19,293-19,293-100%$2.0M———
Abbot Financial Management, Inc.
N/A—19,052-19,052-100%$1.9M———
Icon Wealth Advisors, LLC
N/A—18,718-18,718-100%$1.9M———
DRW Securities, LLC
N/A—18,539-18,539-100%$1.9M———
Gateway Wealth Partners, LLC
N/A—18,361-18,361-100%$1.9M———
Caprock Group, LLC
N/A—18,105-18,105-100%$1.9M———
CreativeOne Wealth, LLC
N/A—18,050-18,050-100%$1.8M———
Strathmore Capital Advisors, Inc.
N/A—17,978-17,978-100%$1.7M———
Strategic Wealth Partners, Ltd.
N/A—17,649-17,649-100%$1.8M———
Clark Capital Management Group, Inc.
N/A—17,252-17,252-100%$1.8M———
Cambient Family Office, LLC
N/A—17,121-17,121-100%$1.8M———
United Capital Financial Advisors, LLC
N/A—16,658-16,658-100%$1.7M———
Massar Capital Management, LP
N/A—16,434-16,434-100%$1.7M———
EP Wealth Advisors, LLC
N/A—16,108-16,108-100%$1.6M———
Regal Investment Advisors LLC
N/A—15,963-15,963-100%$1.6M———
Summit Financial, LLC
N/A—15,712-15,712-100%$1.6M———
RWA Wealth Partners, LLC
N/A—15,239-15,239-100%$1.6M———
Boston Family Office LLC
N/A—15,123-15,123-100%$1.5M———
Keyvantage Wealth, LLC
N/A—14,935-14,935-100%$1.5M———
Banque Transatlantique SA
N/A—14,698-14,698-100%$1.5M———
J.E. Simmons & Co., P.C.
N/A—14,525-14,525-100%$1.5M———
Regency Capital Management Inc.\DE
N/A—14,460-14,460-100%$1.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—14,386-14,386-100%$1.5M———
Huntington National Bank
N/A—14,260-14,260-100%$1.5M———
Empower Advisory Group, LLC
N/A—13,881-13,881-100%$1.4M———
RED Reef Advisors LLC
N/A—13,746-13,746-100%$1.4M———
Coldstream Capital Management Inc
N/A—13,738-13,738-100%$1.4M———
Betterment LLC
N/A—13,710-13,710-100%$1.4M———
Manhattan West Asset Management, LLC
N/A—13,577-13,577-100%$1.4M———
Hanover Advisors Inc
N/A—13,429-13,429-100%$1.4M———
BTG Pactual Asset Management US LLC
N/A—13,068-13,068-100%$1.3M———
Principal Securities, Inc.
N/A—13,050-13,050-100%$1.3M———
Cardiff Park Advisors, LLC
N/A—13,006-13,006-100%$1.3M———
Prasad Wealth Partners, LLC
N/A—12,793-12,793-100%$1.3M———
FFT Wealth Management LLC
N/A—12,478-12,478-100%$1.3M———
AE Wealth Management LLC
N/A—12,455-12,455-100%$1.3M———
Mrwm Advisors, LLC
N/A—12,443-12,443-100%$1.3M———
Harbour Investments, Inc.
N/A—12,361-12,361-100%$1.3M———
Smartleaf Asset Management LLC
N/A—12,355-12,355-100%$1.2M———
National Philanthropic Trust
N/A—12,354-12,354-100%$1.3M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—12,240-12,240-100%$1.3M———
Haverford Trust Co
N/A—11,992-11,992-100%$1.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—11,947-11,947-100%$1.2M———
Financial Engines Advisors L.L.C.
N/A—11,761-11,761-100%$1.2M———
Regimen Wealth, LLC
N/A—11,711-11,711-100%$1.2M———
Gilbert & Cook, Inc.
N/A—11,354-11,354-100%$1.2M———
Syon Capital LLC
N/A—11,153-11,153-100%$1.1M———
1015 Capital Partners, LLC
N/A—10,896-10,896-100%$1.1M———
Chevy Chase Trust Holdings, LLC
N/A—10,648-10,648-100%$1.1M———
TFO Wealth Partners, LLC
N/A—10,595-10,595-100%$1.1M———
Marshall Financial Group, LLC
N/A—10,474-10,474-100%$1.1M———
Keel Point, LLC
N/A—10,443-10,443-100%$1.1M———
Canal Capital Management, LLC
N/A—10,168-10,168-100%$1.0M———
Panoramic Investment Advisors, LLC
N/A—10,013-10,013-100%$1.0M———
Pure Financial Advisors, LLC
N/A—9,923-9,923-100%$1.0M———
SG Americas Securities, LLC
N/A—9,774-9,774-100%$1.0M———
Johnson Investment Counsel Inc
N/A—9,153-9,153-100%$936.4K———
Summit Trail Advisors, LLC
N/A—9,010-9,010-100%$921.7K———
Daybright Advisory Services, Inc.
N/A—8,866-8,866-100%$816.7K———
Oxford Financial Group, Ltd. LLC
N/A—8,848-8,848-100%$905.2K———
First Commonwealth Financial Corp
N/A—8,612-8,612-100%$881.0K———
Dorsey & Whitney Trust Co LLC
N/A—8,529-8,529-100%$872.5K———
Shelton Capital Management
N/A—8,473-8,473-100%$866.8K———
American Trust Investment Advisors, LLC
N/A—8,352-8,352-100%$854.4K———
Strategic Financial Concepts, LLC
N/A—8,108-8,108-100%$828.8K———
EWA, LLC
N/A—8,083-8,083-100%$826.9K———
Foundations Investment Advisors, LLC
N/A—8,083-8,083-100%$826.9K———
Flputnam Investment Management Co
N/A—8,040-8,040-100%$897.6K———
Pgim Custom Harvest LLC
N/A—7,931-7,931-100%$811.3K———
Richard W. Paul & Associates, LLC
N/A—7,899-7,899-100%$808.1K———
Summitpoint Capital Management
N/A—7,839-7,839-100%$802.0K———
Resurgent Financial Advisors LLC
N/A—7,683-7,683-100%$786.0K———
Invst, LLC
N/A—7,647-7,647-100%$782.3K———
Mayflower Financial Advisors, LLC
N/A—7,537-7,537-100%$771.0K———
Western Wealth Management, LLC
N/A—7,534-7,534-100%$770.7K———
Patron Partners, LLC
N/A—7,376-7,376-100%$754.6K———
Advyzon Investment Management, LLC
N/A—7,213-7,213-100%$737.9K———
Comprehensive Money Management Services LLC
N/A—6,955-6,955-100%$711.5K———
New Republic Capital, LLC
N/A—6,948-6,948-100%$710.8K———
Tradewinds, Llc.
N/A—6,718-6,718-100%$8.2M———
CIBC Bancorp USA Inc.
N/A—6,642-6,642-100%$679.5K———
Retirement Income Solutions, Inc
N/A—6,600-6,600-100%$519.2K———
Walsh & Associates, LLC
N/A—6,552-6,552-100%$670.3K———
Stonebrook Private Inc.
N/A—6,498-6,498-100%$664.7K———
Sequoia Financial Advisors, LLC
N/A—6,418-6,418-100%$656.6K———
Crewe Advisors LLC
N/A—6,328-6,328-100%$647.4K———
W1m Asset Management Ltd
N/A—6,159-6,159-100%$629.8K———
Tiaa Trust, National Association
N/A—6,078-6,078-100%$621.8K———
Brand Asset Management Group, Inc.
N/A—5,996-5,996-100%$613.4K———
Brookwood Investment Group LLC
N/A—5,865-5,865-100%$600.0K———
Maridea Wealth Management LLC
N/A—5,566-5,566-100%$569.4K———
GeoWealth Management, LLC
N/A—5,533-5,533-100%$565.9K———
QRG Capital Management, Inc.
N/A—5,482-5,482-100%$560.8K———
Vanguard National Trust Co
N/A—5,359-5,359-100%$548.2K———
Estate Counselors, LLC
N/A—5,270-5,270-100%$539.1K———
LRI Investments, LLC
N/A—5,129-5,129-100%$524.7K———
Neuberger Berman Group LLC
N/A—5,115-5,115-100%$523.3K———
Pitcairn Wealth Advisors LLC
N/A—5,084-5,084-100%$520.1K———
Phoenix Financial Ltd.
N/A—5,082-5,082-100%$519.9K———
Yukon Wealth Management, Inc.
N/A—5,039-5,039-100%$515.6K———
Fiduciary Trust Co
N/A—5,006-5,006-100%$512.1K———
SkyView Investment Advisors, LLC
N/A—5,000-5,000-100%$512.0K———
Athena Investment Management
N/A—4,940-4,940-100%$505.4K———
5T Wealth, LLC
N/A—4,937-4,937-100%$505.1K———
DF Dent & Co Inc
N/A—4,930-4,930-100%$504.3K———
K.J. Harrison & Partners Inc
N/A—4,857-4,857-100%$496.9K———
Octavia Wealth Advisors, LLC
N/A—4,765-4,765-100%$487.5K———
NewEdge Wealth, LLC
N/A—4,676-4,676-100%$478.4K———
Allie Family Office LLC
N/A—4,639-4,639-100%$474.6K———
Alesco Advisors, LLC, An ESL Co
N/A—4,605-4,605-100%$471.1K———
Scotia Capital Inc.
N/A—4,452-4,452-100%$455.4K———
Shared Vision Wealth Group LLC
N/A—4,417-4,417-100%$451.8K———
Chatterton & Associates Inc.
N/A—4,384-4,384-100%$429.6K———
Cascade Financial Partners, LLC
N/A—4,313-4,313-100%$441.2K———
Rather & Kittrell, Inc.
N/A—4,195-4,195-100%$429.1K———
Range Advisory, LLC
N/A—4,145-4,145-100%$424.1K———
Miller Capital Partners, Inc.
N/A—4,122-4,122-100%$421.7K———
Fidelis Capital Partners, LLC
N/A—4,086-4,086-100%$418.0K———
Aegis Wealth Management LLC
N/A—4,000-4,000-100%$409.2K———
Hudson Value Partners, LLC
N/A—3,800-3,800-100%$388.7K———
Mittelman Wealth Management
N/A—3,790-3,790-100%$770.5K———
Cary Street Partners Financial LLC
N/A—3,763-3,763-100%$384.9K———
Spirepoint Private Client, LLC
N/A—3,743-3,743-100%$382.9K———
Inspire Advisors, LLC
N/A—3,717-3,717-100%$380.2K———
Kovack Advisors, Inc.
N/A—3,690-3,690-100%$368.8K———
Berger Financial Group, Inc
N/A—3,662-3,662-100%$374.7K———
Rathbones Group PLC
N/A—3,616-3,616-100%$369.9K———
Redwood Investment Management, LLC
N/A—3,599-3,599-100%$368.0K———
Legacy Wealth Managment, LLC
N/A—3,539-3,539-100%$362.1K———
Keystone Financial Services
N/A—3,529-3,529-100%$361.0K———
Quotient Wealth Partners, LLC
N/A—3,507-3,507-100%$358.8K———
Battery Global Advisors, LLC
N/A—3,504-3,504-100%$358.5K———
Koss-Olinger Consulting, LLC
N/A—3,464-3,464-100%$354.3K———
Forum Finance Group S.A.
N/A—3,450-3,450-100%$285———
Capital Advisors Inc
N/A—3,414-3,414-100%$349.3K———
Lavaca Capital LLC
N/A—3,365-3,365-100%$344.2K———
WNY Asset Management, LLC
N/A—3,361-3,361-100%$343.8K———
Twin Focus Capital Partners, LLC
N/A—3,305-3,305-100%$338.1K———
Arizona Psprs Trust
N/A—3,300-3,300-100%$337.6K———
HM Payson & Co
N/A—3,287-3,287-100%$336.3K———
Fi3 Financial Advisors, LLC
N/A—3,225-3,225-100%$265.3K———
Florida Financial Advisors, LLC
N/A—3,143-3,143-100%$321.5K———
Osprey Private Wealth LLC
N/A—3,125-3,125-100%$319.7K———
Readystate Asset Management LP
N/A—3,067-3,067-100%$313.8K———
HSBC Holdings PLC
N/A—3,005-3,005-100%$307.4K———
49 Wealth Management, LLC
N/A—3,004-3,004-100%$307.3K———
Alongside, LLC
N/A—3,004-3,004-100%$307.3K———
Tyche Wealth Partners LLC
N/A—2,944-2,944-100%$301.2K———
Rothschild Wealth LLC
N/A—2,848-2,848-100%$291.4K———
Intrust Bank NA
N/A—2,776-2,776-100%$284.0K———
Wealthgarden F.S. LLC
N/A—2,725-2,725-100%$278.7K———
Northstar Asset Management Inc
N/A—2,582-2,582-100%$264.1K———
EFG International AG
N/A—2,550-2,550-100%$260.9K———
Ballentine Partners, LLC
N/A—2,531-2,531-100%$258.9K———
Aureus Asset Management, LLC
N/A—2,500-2,500-100%$255.8K———
Nuveen, LLC
N/A—2,392-2,392-100%$244.6K———
Prosperity Consulting Group, LLC
N/A—2,390-2,390-100%$244.5K———
Retirement Planning Group, LLC / NY
N/A—2,387-2,387-100%$244.2K———
Rollins Financial Advisors, LLC
N/A—2,365-2,365-100%$241.9K———
Stokes Family Office, LLC
N/A—2,350-2,350-100%$240.4K———
First Western Trust Bank
N/A—2,332-2,332-100%$238.6K———
Fiducient Advisors LLC
N/A—2,300-2,300-100%$235.3K———
Capital Analysts, LLC
N/A—2,256-2,256-100%$231.0K———
Aimz Investment Advisors, LLC
N/A—2,241-2,241-100%$229.3K———
Jaffetilchin Investment Partners, LLC
N/A—2,240-2,240-100%$229.1K———
Portland Global Advisors LLC
N/A—2,175-2,175-100%$222.5K———
BSW Wealth Partners
N/A—2,169-2,169-100%$221.9K———
First Financial Bankshares Inc
N/A—2,161-2,161-100%$221.1K———
Ameritas Advisory Services, LLC
N/A—2,155-2,155-100%$220.4K———
Alpine Global Management, LLC
N/A—2,134-2,134-100%$218.3K———
Nwam LLC
N/A—2,116-2,116-100%$216.5K———
GWN Securities Inc.
N/A—2,091-2,091-100%$213.9K———
BFC Planning, Inc.
N/A—2,080-2,080-100%$212.8K———
Brown Brothers Harriman & Co
N/A—2,053-2,053-100%$210.0K———
Tower Bridge Advisors
N/A—2,025-2,025-100%$207.2K———
Delta Investment Management, LLC
N/A—2,021-2,021-100%$206.7K———
Truepoint, Inc.
N/A—2,013-2,013-100%$205.9K———
Sterneck Capital Management, LLC
N/A—2,010-2,010-100%$205.6K———
Argent Trust Co
N/A—2,008-2,008-100%$205.4K———
WealthShield Partners, LLC
N/A—2,000-2,000-100%$204.6K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,976-1,976-100%$202.1K———
Bogart Wealth, LLC
N/A—1,910-1,910-100%$195.4K———
FAS Wealth Partners, Inc.
N/A—1,878-1,878-100%$192.2K———
Swisher Financial Concepts, Inc.
N/A—1,765-1,765-100%$180.6K———
Centaurus Financial, Inc.
N/A—1,677-1,677-100%$172.0K———
Transamerica Financial Advisors, LLC
N/A—1,644-1,644-100%$168.2K———
Ramirez Asset Management, Inc.
N/A—1,598-1,598-100%$163.5K———
Protective Life Corp
N/A—1,559-1,559-100%$159.5K———
Lazard Asset Management LLC
N/A—1,301-1,301-100%$133.0K———
Toronto Dominion Bank
N/A—1,294-1,294-100%$132.4K———
Turim 21 Investimentos Ltda.
N/A—1,293-1,293-100%$132.3K———
Godfrey Financial Associates, Inc.
N/A—1,109-1,109-100%$113.5K———
UBS Asset Management Americas LLC
N/A—1,078-1,078-100%$110.3K———
Vanguard Advisers Inc
N/A—1,063-1,063-100%$108.8K———
National Bank of Canada
N/A—1,054-1,054-100%$107.8K———
Synergy Investment Management, LLC
N/A—919-919-100%$94.0K———
Game Plan Financial Advisors, LLC
N/A—793-793-100%$81.1K———
Keating Financial Advisory Services, Inc.
N/A—702-702-100%$71.8K———
Rice Partnership, LLC
N/A—683-683-100%$69.9K———
Vision Retirement, LLC
N/A—624-624-100%$63.8K———
Fiduciary Financial Advisors
N/A—591-591-100%$60.4K———
Fourth Dimension Wealth, LLC
N/A—585-585-100%$59.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—572-572-100%$58.5K———
Aventura Private Wealth, LLC
N/A—564-564-100%$57.7K———
Geneos Wealth Management Inc.
N/A—538-538-100%$55.0K———
Wellington-Altus USA Inc.
N/A—489-489-100%$38.5K———
Front Row Advisors LLC
N/A—414-414-100%$39.2K———
Cary Street Partners Investment Advisory LLC
N/A—413-413-100%$42.3K———
PlanVest Financial, Inc
N/A—342-342-100%$35.0K———
Smithfield Trust Co
N/A—314-314-100%$32.0K———
Capital Advisor Network LLC
N/A—304-304-100%$31.1K———
Atlantic Union Bankshares Corp
N/A—300-300-100%$30.7K———
Rialto Wealth Management, LLC
N/A—275-275-100%$28.1K———
Sankala Group LLC
N/A—268-268-100%$25.4K———
Hollencrest Capital Management
N/A—250-250-100%$25.6K———
Nova Wealth Management, Inc.
N/A—217-217-100%$22.2K———
Proffitt & Goodson Inc
N/A—197-197-100%$20.2K———
Tiaa Wealth Investment Management LLC
N/A—184-184-100%$18.5K———
Hantz Financial Services, Inc.
N/A—172-172-100%$18———
Continuum Advisory, LLC
N/A—162-162-100%$16.6K———
Founders Financial Alliance, LLC
N/A—159-159-100%$16.3K———
TD Capital Management LLC
N/A—130-130-100%$13.3K———
Caldwell Sutter Capital, Inc.
N/A—124-124-100%$12.7K———
Coppell Advisory Solutions LLC
N/A—123-123-100%$2.1M———
Chesapeake Asset Management LLC
N/A—117-117-100%$12.0K———
PIN OAK Investment Advisors Inc
N/A—103-103-100%$11———
FWL Investment Management, LLC
N/A—90-90-100%$9.2K———
Leo H. Evart, Inc.
N/A—75-75-100%$7.7K———
Highland Investment Advisors LLC
N/A—74-74-100%$7.6K———
Operose Advisors LLC
N/A—71-71-100%$7.3K———
Financial Gravity Companies, Inc.
N/A—60-60-100%$6.1K———
Lummis Asset Management, LP
N/A—49-49-100%$5.0K———
Ankerstar Wealth, LLC
N/A—46-46-100%$4.7K———
Strive Financial Group,LLC
N/A—44-44-100%$4.5K———
Alerus Financial NA
N/A—30-30-100%$3.1K———
Park Place Capital Corp
N/A—19-19-100%$1.9K———
Tidemark, LLC
N/A—15-15-100%$1.5K———
Caitlin John, LLC
N/A—7-7-100%$716———
Showing 1080 of 1080 institutions