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Ishares Inc Ishares ESG Awar (ESGE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares2,041,581 from 2,026,010
Change+15,571 (+1%)
Value$110.6M (-$230.4K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares1,930,442 from 1,907,808
Change+22,634 (+1%)
Value$104.6M (+$214.7K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,834,252 from 1,781,398
Change+52,854 (+3%)
Value$99.3M (+$1.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares1,306,667 from 1,288,929
Change+17,738 (+1%)
Value$70.8M (+$277.6K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares583,783 from 564,283
Change+19,500 (+3%)
Value$31.6M (+$757.0K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares568,161 from 622,173
Change-54,012 (-9%)
Value$30.8M (-$3.3M)
Filed 2026-10-15
IMPACTfolio, LLC
INCREASED
Shares523,939 from 498,176
Change+25,763 (+5%)
Value$28.4M (+$1.1M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares359,640 from 363,923
Change-4,283 (-1%)
Value$19.5M (-$424.8K)
Filed 2026-11-02
Eastern Bank
DECREASED
Shares336,114 from 339,094
Change-2,980 (-1%)
Value$18.2M (-$341.1K)
Filed 2026-10-05
Ferguson Wellman Capital Management, Inc
DECREASED
Shares280,372 from 281,749
Change-1,377 (0%)
Value$15.2M (-$223.9K)
Filed 2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares264,336 from 262,736
Change+1,600 (+1%)
Value$14.3M (-$52.6K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares246,841 from 249,207
Change-2,366 (-1%)
Value$13.4K (-$13.6M)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares233,627 from 205,792
Change+27,835 (+14%)
Value$12.7M (+$1.4M)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares176,079 from 168,404
Change+7,675 (+5%)
Value$9.5M (+$326.4K)
Filed 2026-10-14
Principal Financial Group Inc
UNCHANGED
Shares166,631 from 166,631
Change0 (0%)
Value$9.0M (-$88.3K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares165,612 from 163,205
Change+2,407 (+1%)
Value$9.0M (+$43.9K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares158,394 from 155,700
Change+2,694 (+2%)
Value$8.6M (+$63.4K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares154,335 from 159,429
Change-5,094 (-3%)
Value$8.4M (-$360.4K)
Filed 2026-11-04
Stanich Group LLC
INCREASED
Shares148,907 from 147,616
Change+1,291 (+1%)
Value$8.1M (-$8.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares145,041 from 148,882
Change-3,841 (-3%)
Value$7.9K (-$8.1M)
Filed 2026-11-02
Baldwin Wealth Partners LLC
INCREASED
Shares132,951 from 130,114
Change+2,837 (+2%)
Value$7.2M (+$84.7K)
Filed 2026-10-13
Laurel Wealth Planning LLC
DECREASED
Shares126,304 from 128,745
Change-2,441 (-2%)
Value$6.8M (-$200.4K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares123,162 from 126,515
Change-3,353 (-3%)
Value$6.7M (-$248.6K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares115,277 from 113,898
Change+1,379 (+1%)
Value$6.3M (+$75.4K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares101,834 from 104,287
Change-2,453 (-2%)
Value$5.5M (-$188.1K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares100,975 from 120,456
Change-19,481 (-16%)
Value$5.5M (-$1.1M)
Filed 2026-11-05
North Berkeley Wealth Management, LLC
INCREASED
Shares100,886 from 77,840
Change+23,046 (+30%)
Value$5.5M (+$1.2M)
Filed 2026-11-02
Cabot Wealth Management Inc
INCREASED
Shares95,553 from 88,811
Change+6,742 (+8%)
Value$5.2M (+$318.1K)
Filed 2026-11-05
High Note Wealth, LLC
DECREASED
Shares92,643 from 94,530
Change-1,887 (-2%)
Value$5.0M (-$152.3K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares88,615 from 91,220
Change-2,605 (-3%)
Value$4.8M (-$135.1K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares80,730 from 92,730
Change-12,000 (-13%)
Value$4.4M (-$699.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares75,793 from 68,299
Change+7,494 (+11%)
Value$4.1M (+$370.3K)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares75,207 from 84,868
Change-9,661 (-11%)
Value$4.1M (-$568.2K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares72,532 from 70,927
Change+1,605 (+2%)
Value$4.0M (+$232.4K)
Filed 2026-10-08
Sofi Wealth, LLC
INCREASED
Shares72,129 from 59,148
Change+12,981 (+22%)
Value$3.9M (+$671.7K)
Filed 2026-10-27
Savant Capital, LLC
DECREASED
Shares72,055 from 85,133
Change-13,078 (-15%)
Value$3.9M (-$753.1K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares63,751 from 70,005
Change-6,254 (-9%)
Value$3.5M (-$375.8K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares63,105 from 64,509
Change-1,404 (-2%)
Value$3.4M (-$110.2K)
Filed 2026-10-22
Quadrant Capital Group LLC
UNCHANGED
Shares63,089 from 63,089
Change0 (0%)
Value$3.4M (-$85.2K)
Filed 2026-10-20
Bokf, NA
INCREASED
Shares61,871 from 61,437
Change+434 (+1%)
Value$3.4M (-$9.1K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares59,580 from 40,097
Change+19,483 (+49%)
Value$3.2M (+$1.0M)
Filed 2026-10-29
Archer Investment Management, LLC
DECREASED
Shares56,472 from 58,417
Change-1,945 (-3%)
Value$3.1M (-$136.3K)
Filed 2026-10-13
Affiance Financial, LLC
INCREASED
Shares51,679 from 50,876
Change+803 (+2%)
Value$2.8M (+$16.5K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares51,629 from 48,249
Change+3,380 (+7%)
Value$2.8M (+$157.5K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
INCREASED
Shares50,018 from 45,810
Change+4,208 (+9%)
Value$2.6M (+$143.1K)
Filed 2026-11-04
rebel Financial LLC
DECREASED
Shares49,029 from 58,804
Change-9,775 (-17%)
Value$2.7M (-$560.6K)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares48,306 from 50,353
Change-2,047 (-4%)
Value$2.6M (-$137.6K)
Filed 2026-11-04
Impact Investors, Inc
DECREASED
Shares48,252 from 50,744
Change-2,492 (-5%)
Value$2.6M (-$161.9K)
Filed 2026-11-02
True Blue Financial, LLC
DECREASED
Shares46,487 from 58,081
Change-11,594 (-20%)
Value$2.5M (-$658.7K)
Filed 2026-10-15
Jnba Financial Advisors
INCREASED
Shares42,459 from 42,317
Change+142 (+0%)
Value$2.3M (-$14.7K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares41,684 from 38,731
Change+2,953 (+8%)
Value$2.3M (+$139.4K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares41,362 from 42,275
Change-913 (-2%)
Value$2.2M (-$71.9K)
Filed 2026-10-23
XY Planning Network, Inc.
DECREASED
Shares41,265 from 41,579
Change-314 (-1%)
Value$2.2M (-$39.0K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares40,344 from 39,969
Change+375 (+1%)
Value$2.2M (-$873)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares39,532 from 42,824
Change-3,292 (-8%)
Value$2.1M (-$201.0K)
Filed 2026-10-22
Legacy Edge Advisors, LLC
INCREASED
Shares39,500 from 37,375
Change+2,125 (+6%)
Value$2.1M (+$95.3K)
Filed 2026-11-06
Midwest Financial Partners Investments, Inc.
DECREASED
Shares38,902 from 40,998
Change-2,096 (-5%)
Value$2.1M (-$135.2K)
Filed 2026-10-08
eCIO, Inc.
INCREASED
Shares36,432 from 31,670
Change+4,762 (+15%)
Value$2.0M (+$259.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares36,179 from 24,951
Change+11,228 (+45%)
Value$2.0M (+$594.9K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares35,796 from 35,533
Change+263 (+1%)
Value$1.9M (-$4.6K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares34,711 from 34,244
Change+467 (+1%)
Value$1.9M (+$7.1K)
Filed 2026-10-28
Neumann Capital Management, LLC
NEW
Shares33,955
Change+33,955
Value$1.8M
Filed 2026-10-15
Baron Financial Group, LLC
DECREASED
Shares33,631 from 36,366
Change-2,735 (-8%)
Value$1.8M (-$167.4K)
Filed 2026-10-09
Wealth Architects, LLC
DECREASED
Shares33,583 from 33,604
Change-21 (0%)
Value$1.8M (-$18.9K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares33,129 from 33,860
Change-731 (-2%)
Value$1.8M (-$57.5K)
Filed 2026-11-06
Wealth Advisory Team LLC
DECREASED
Shares32,235 from 32,895
Change-660 (-2%)
Value$1.7M (-$53.1K)
Filed 2026-11-05
Vision Capital Management, Inc.
DECREASED
Shares31,749 from 31,802
Change-53 (0%)
Value$1.7M (-$19.7K)
Filed 2026-10-20
Omega Financial Group, LLC
DECREASED
Shares31,579 from 32,629
Change-1,050 (-3%)
Value$1.7M (-$74.2K)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares30,986 from 27,094
Change+3,892 (+14%)
Value$1.7M (+$196.4K)
Filed 2026-11-05
Equita Financial Network, Inc.
INCREASED
Shares30,023 from 28,878
Change+1,145 (+4%)
Value$1.6M (+$46.7K)
Filed 2026-10-19
Staley Capital Advisers Inc
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$1.6M (-$15.9K)
Filed 2026-11-06
Sharkey, Howes & Javer
INCREASED
Shares29,755 from 29,321
Change+434 (+1%)
Value$1.6M (+$8.0K)
Filed 2026-10-22
Wesbanco Bank Inc
INCREASED
Shares29,138 from 26,382
Change+2,756 (+10%)
Value$1.6M (+$135.3K)
Filed 2026-11-04
Horst & Graben Wealth Management LLC
DECREASED
Shares28,318 from 30,678
Change-2,360 (-8%)
Value$1.5M (-$95.9K)
Filed 2026-11-02
Sage Financial Group Inc
INCREASED
Shares28,040 from 26,784
Change+1,256 (+5%)
Value$1.5M (+$53.8K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares27,987 from 30,686
Change-2,699 (-9%)
Value$1.5M (-$162.4K)
Filed 2026-10-16
Nottingham Advisors, Inc.
DECREASED
Shares27,703 from 29,290
Change-1,587 (-5%)
Value$1.5M (+$8.5K)
Filed 2026-10-29
Mascoma Wealth Management LLC
INCREASED
Shares27,128 from 20,620
Change+6,508 (+32%)
Value$1.5M (+$341.5K)
Filed 2026-10-23
Canandaigua National Bank & Trust Co
DECREASED
Shares26,526 from 26,652
Change-126 (0%)
Value$1.4M (-$21.0K)
Filed 2026-10-07
Grimes & Co Wealth Management, LLC
DECREASED
Shares26,436 from 26,763
Change-327 (-1%)
Value$1.4M (-$31.9K)
Filed 2026-10-29
Torren Management, LLC
DECREASED
Shares26,400 from 27,109
Change-709 (-3%)
Value$1.4M (-$52.8K)
Filed 2026-10-29
Integris Wealth Management, LLC
DECREASED
Shares26,170 from 28,005
Change-1,835 (-7%)
Value$1.4M (-$114.3K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares25,690 from 25,612
Change+78 (+0%)
Value$1.4M (-$9.3K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares25,332 from 25,047
Change+285 (+1%)
Value$1.4M (+$2.2K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
DECREASED
Shares25,220 from 25,699
Change-479 (-2%)
Value$1.4M (-$39.6K)
Filed 2026-10-20
SigFig Wealth Management, LLC
DECREASED
Shares24,974 from 25,545
Change-571 (-2%)
Value$1.4M (-$24.5K)
Filed 2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED
Shares24,153 from 24,162
Change-9 (0%)
Value$1.3M (-$13.3K)
Filed 2026-10-16
Amundi
UNCHANGED
Shares24,115 from 24,115
Change0 (0%)
Value$1.3M (-$12.8K)
Filed 2026-11-06
Weil Company, Inc.
DECREASED
Shares24,040 from 26,393
Change-2,353 (-9%)
Value$1.3M (-$141.4K)
Filed 2026-10-14
RTD Financial Advisors, Inc.
DECREASED
Shares23,924 from 24,595
Change-671 (-3%)
Value$1.3M (-$49.4K)
Filed 2026-10-09
Central Trust Co
INCREASED
Shares23,048 from 21,085
Change+1,963 (+9%)
Value$1.2M (+$95.1K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares22,496 from 23,493
Change-997 (-4%)
Value$1.2M (-$66.4K)
Filed 2026-10-21
LFA - Lugano Financial Advisors SA
DECREASED
Shares22,301 from 22,721
Change-420 (-2%)
Value$1.2M (-$34.8K)
Filed 2026-11-03
Jordan Park Group LLC
INCREASED
Shares22,124 from 20,089
Change+2,035 (+10%)
Value$1.2M (+$99.6K)
Filed 2026-11-06
Trust Co
INCREASED
Shares21,106 from 20,775
Change+331 (+2%)
Value$1.1M (+$6.9K)
Filed 2026-10-09
Gould Asset Management LLC
INCREASED
Shares21,039 from 20,599
Change+440 (+2%)
Value$1.1M (+$12.9K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares20,702 from 25,185
Change-4,483 (-18%)
Value$1.1M (-$256.1K)
Filed 2026-11-03
Brooklyn FI, LLC
DECREASED
Shares20,450 from 21,640
Change-1,190 (-5%)
Value$1.0M (-$107.7K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares20,335 from 17,403
Change+2,932 (+17%)
Value$1.1M (+$166.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares20,335 from 17,403
Change+2,932 (+17%)
Value$1.1M (+$166.5K)
Filed 2026-10-20
Columbia Bank
UNCHANGED
Shares20,210 from 20,210
Change0 (0%)
Value$1.1M (-$10.7K)
Filed 2026-10-29
Connecticut Wealth Management, LLC
INCREASED
Shares20,131 from 19,372
Change+759 (+4%)
Value$1.1M (+$30.8K)
Filed 2026-10-13
Regatta Capital Group, LLC
INCREASED
Shares20,046 from 19,609
Change+437 (+2%)
Value$1.1M (+$13.2K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares19,300 from 12,583
Change+6,717 (+53%)
Value$1.0M (+$357.1K)
Filed 2026-10-14
Diversified Enterprises, LLC
DECREASED
Shares19,060 from 19,075
Change-15 (0%)
Value$1.0M (-$11.0K)
Filed 2026-10-19
Madrid Wealth Management, LLC
DECREASED
Shares18,386 from 18,478
Change-92 (0%)
Value$995.8K (-$14.8K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares18,060 from 18,172
Change-112 (-1%)
Value$970.4K (-$23.5K)
Filed 2026-10-13
Prism Advisors, Inc.
DECREASED
Shares17,668 from 18,021
Change-353 (-2%)
Value$947.4K (-$38.2K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares17,664 from 18,132
Change-468 (-3%)
Value$956.7K (-$35.0K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares17,371 from 18,239
Change-868 (-5%)
Value$940.8K (-$56.6K)
Filed 2026-10-28
Benchmark Financial, LLC
INCREASED
Shares17,348 from 17,243
Change+105 (+1%)
Value$939.6K (-$3.5K)
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
DECREASED
Shares17,311 from 17,828
Change-517 (-3%)
Value$937.6K (-$37.4K)
Filed 2026-10-23
Aureum Wealth Management, LLC
DECREASED
Shares16,914 from 17,779
Change-865 (-5%)
Value$916.1K (-$56.3K)
Filed 2026-10-15
Olio Financial Planning
DECREASED
Shares16,663 from 16,910
Change-247 (-1%)
Value$902.5K (-$22.3K)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares16,650 from 17,310
Change-660 (-4%)
Value$901.8K (-$44.9K)
Filed 2026-10-05
Capital Advantage, Inc.
INCREASED
Shares16,528 from 12,805
Change+3,723 (+29%)
Value$895.1K (+$194.9K)
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares16,498 from 16,567
Change-69 (0%)
Value$893.5K (-$12.5K)
Filed 2026-10-14
Morling Financial Advisors, LLC
DECREASED
Shares16,052 from 17,117
Change-1,065 (-6%)
Value$869.4K (-$66.7K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares16,009 from 12,480
Change+3,529 (+28%)
Value$867.1K (+$194.3K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares15,931 from 15,817
Change+114 (+1%)
Value$862.8K (-$2.2K)
Filed 2026-11-03
Fund Evaluation Group, LLC
UNCHANGED
Shares15,605 from 15,605
Change0 (0%)
Value$845.2K (-$8.3K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
INCREASED
Shares15,506 from 6,219
Change+9,287 (+149%)
Value$839.8K (+$499.7K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED
Shares15,319 from 15,616
Change-297 (-2%)
Value$829.7K (-$24.4K)
Filed 2026-10-21
Boston Standard Wealth Management, LLC
DECREASED
Shares15,314 from 15,405
Change-91 (-1%)
Value$829.5K (+$5.7K)
Filed 2026-10-07
White Lighthouse Investment Management Inc.
INCREASED
Shares15,272 from 15,192
Change+80 (+1%)
Value$827.1K (-$3.7K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares14,956 from 15,062
Change-106 (-1%)
Value$810.0K (-$13.7K)
Filed 2026-10-14
Hardy Reed LLC
DECREASED
Shares14,898 from 15,626
Change-728 (-5%)
Value$806.9K (-$47.7K)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares14,791 from 13,893
Change+898 (+6%)
Value$801.1K (+$41.3K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares14,754 from 10,196
Change+4,558 (+45%)
Value$799.1K (+$241.5K)
Filed 2026-10-13
Penobscot Wealth Management
INCREASED
Shares14,698 from 11,807
Change+2,891 (+24%)
Value$796.0K (+$150.3K)
Filed 2026-10-21
Howland Capital Management LLC
INCREASED
Shares14,458 from 14,422
Change+36 (+0%)
Value$783.0K (-$5.7K)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares14,455 from 13,237
Change+1,218 (+9%)
Value$782.9K (+$59.0K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares13,862 from 12,736
Change+1,126 (+9%)
Value$750.8K (+$54.3K)
Filed 2026-10-19
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares13,719 from 14,388
Change-669 (-5%)
Value$743.0K (-$43.9K)
Filed 2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED
Shares13,635 from 13,639
Change-4 (0%)
Value$738.0K (-$8.0K)
Filed 2026-10-29
CIBC Asset Management Inc
UNCHANGED
Shares13,610 from 13,610
Change0 (0%)
Value$737.1K (-$7.2K)
Filed 2026-11-05
Shepherd Financial Partners LLC
DECREASED
Shares13,579 from 14,159
Change-580 (-4%)
Value$735.4K (-$38.9K)
Filed 2026-11-03
Pine Haven Investment Counsel, Inc
INCREASED
Shares13,208 from 12,573
Change+635 (+5%)
Value$715.3K (+$27.7K)
Filed 2026-11-02
Tortoise Investment Management, LLC
DECREASED
Shares12,499 from 12,859
Change-360 (-3%)
Value$676.9K (-$26.3K)
Filed 2026-11-06
Diversified Trust Co
DECREASED
Shares12,499 from 12,772
Change-273 (-2%)
Value$676.9K (-$21.6K)
Filed 2026-11-06
A&I Financial Services, LLC
DECREASED
Shares12,369 from 12,506
Change-137 (-1%)
Value$669.9K (-$14.0K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
DECREASED
Shares12,261 from 12,520
Change-259 (-2%)
Value$664.1K (-$20.7K)
Filed 2026-10-23
Glenview Trust Co
NEW
Shares12,257
Change+12,257
Value$663.8K
Filed 2026-10-28
Mountain Capital Investment Advisors Inc.
INCREASED
Shares12,031 from 11,971
Change+60 (+1%)
Value$651.6K (-$3.1K)
Filed 2026-11-06
Shotwell Rutter Baer Inc
INCREASED
Shares12,027 from 11,873
Change+154 (+1%)
Value$651.4K (+$2.0K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares11,884 from 12,267
Change-383 (-3%)
Value$643.6K (-$27.3K)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares11,873 from 4,041
Change+7,832 (+194%)
Value$643.0K (+$422.0K)
Filed 2026-11-06
Bell Investment Advisors, Inc
DECREASED
Shares11,863 from 11,914
Change-51 (0%)
Value$642.5K (-$9.1K)
Filed 2026-10-29
Elevation Wealth Partners, LLC
INCREASED
Shares11,712 from 11,416
Change+296 (+3%)
Value$634.3K (+$10.0K)
Filed 2026-10-07
TriaGen Wealth Management LLC
DECREASED
Shares11,667 from 11,737
Change-70 (-1%)
Value$631.9K (-$10.0K)
Filed 2026-10-14
UMB Bank, n.a.
DECREASED
Shares11,562 from 12,481
Change-919 (-7%)
Value$626.2K (-$56.4K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares11,534 from 4,936
Change+6,598 (+134%)
Value$624.7K (+$354.7K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares11,483 from 12,334
Change-851 (-7%)
Value$621.9K (-$52.6K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares11,470 from 11,643
Change-173 (-1%)
Value$621.2K (-$15.5K)
Filed 2026-10-21
Midwest Trust Co
UNCHANGED
Shares11,440 from 11,440
Change0 (0%)
Value$619.6K (-$6.1K)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares11,341 from 12,750
Change-1,409 (-11%)
Value$614.2K (-$83.1K)
Filed 2026-11-03
Advisory Solutions Group, LLC
DECREASED
Shares11,330 from 11,559
Change-229 (-2%)
Value$613.6K (-$18.5K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares11,159 from 10,782
Change+377 (+4%)
Value$604.4K (+$14.7K)
Filed 2026-10-26
Falcon Wealth Planning
INCREASED
Shares11,080 from 10,517
Change+563 (+5%)
Value$600.1K (+$24.9K)
Filed 2026-11-06
Cambridge Financial Group, LLC
UNCHANGED
Shares11,065 from 11,065
Change0 (0%)
Value$605.1K ($0)
Filed 2026-10-06
Kestra Private Wealth Services, LLC
DECREASED
Shares11,003 from 14,154
Change-3,151 (-22%)
Value$595.9K (-$178.2K)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares10,988 from 11,593
Change-605 (-5%)
Value$595.1K (-$38.9K)
Filed 2026-10-23
Lifelong Wealth Advisors, Inc.
DECREASED
Shares10,890 from 10,892
Change-2 (0%)
Value$589.8K (-$5.9K)
Filed 2026-10-19
Washington Trust Bank
DECREASED
Shares10,785 from 10,916
Change-131 (-1%)
Value$584.1K (-$12.9K)
Filed 2026-11-03
Plancorp, LLC
DECREASED
Shares10,627 from 11,820
Change-1,193 (-10%)
Value$525.4K (-$84.9K)
Filed 2026-11-03
Gemmer Asset Management LLC
INCREASED
Shares10,426 from 10,267
Change+159 (+2%)
Value$564.7K (+$3.1K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED
Shares10,209 from 10,572
Change-363 (-3%)
Value$552.9K (-$25.3K)
Filed 2026-11-04
Presilium Private Wealth, LLC
INCREASED
Shares10,023 from 9,958
Change+65 (+1%)
Value$542.8K (-$1.8K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares10,000 from 9,229
Change+771 (+8%)
Value$541.6K (+$36.9K)
Filed 2026-10-21
RW Investment Management LLC
INCREASED
Shares9,952 from 9,474
Change+478 (+5%)
Value$539.0K (+$20.9K)
Filed 2026-11-03
Zenith Solutions, Inc.
DECREASED
Shares9,875 from 12,174
Change-2,299 (-19%)
Value$534.8K (-$130.9K)
Filed 2026-10-19
Navigation Group, LLC
INCREASED
Shares9,783 from 9,584
Change+199 (+2%)
Value$529.9K (+$5.7K)
Filed 2026-10-28
Foster Group, Inc.
DECREASED
Shares9,776 from 10,699
Change-923 (-9%)
Value$529.4K (-$55.7K)
Filed 2026-10-13
BLB&B Advisors, LLC
DECREASED
Shares9,717 from 9,939
Change-222 (-2%)
Value$526.3K (-$17.3K)
Filed 2026-10-27
Aspiriant, LLC
INCREASED
Shares9,476 from 9,300
Change+176 (+2%)
Value$513.2K (+$4.6K)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED
Shares9,309 from 9,308
Change+1 (+0%)
Value$504.2K (-$4.9K)
Filed 2026-10-16
Garde Capital, Inc.
DECREASED
Shares9,308 from 10,318
Change-1,010 (-10%)
Value$504.1K (-$60.2K)
Filed 2026-10-29
Larson Financial Group LLC
DECREASED
Shares9,275 from 10,084
Change-809 (-8%)
Value$502.3K (-$49.2K)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares9,180 from 6,700
Change+2,480 (+37%)
Value$497.2K (+$130.8K)
Filed 2026-10-29
GC Wealth Management RIA, LLC
INCREASED
Shares9,147 from 7,948
Change+1,199 (+15%)
Value$495.4K (+$60.8K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares9,075 from 9,293
Change-218 (-2%)
Value$491.5K (-$16.7K)
Filed 2026-10-26
Argentarii, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$487.4K (+$14.7K)
Filed 2026-10-28
TME Financial, Inc.
DECREASED
Shares8,984 from 9,000
Change-16 (0%)
Value$486.6K (-$5.6K)
Filed 2026-10-14
Montecito Bank & Trust
UNCHANGED
Shares8,837 from 8,837
Change0 (0%)
Value$478.6K (-$4.7K)
Filed 2026-10-01
Great Diamond Partners, LLC
INCREASED
Shares8,784 from 8,509
Change+275 (+3%)
Value$475.7K (+$10.4K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares8,687 from 8,882
Change-195 (-2%)
Value$470.5K (+$66.6K)
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares8,415 from 8,222
Change+193 (+2%)
Value$455.8K (+$6.1K)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
INCREASED
Shares8,296 from 7,846
Change+450 (+6%)
Value$449.3K (+$20.2K)
Filed 2026-10-09
Moller Wealth Partners
DECREASED
Shares8,243 from 8,256
Change-13 (0%)
Value$446.4K (-$5.1K)
Filed 2026-10-15
Richard P Slaughter Associates Inc
INCREASED
Shares8,183 from 7,945
Change+238 (+3%)
Value$443.2K (+$8.7K)
Filed 2026-10-13
GenTrust, LLC
UNCHANGED
Shares8,128 from 8,128
Change0 (0%)
Value$440.2K (-$4.3K)
Filed 2026-11-06
Seven Mile Advisory
UNCHANGED
Shares8,103 from 8,103
Change0 (0%)
Value$438.9K (-$4.3K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED
Shares8,025 from 8,025
Change0 (0%)
Value$434.6K (-$4.3K)
Filed 2026-10-08
Sigma Investment Counselors Inc
UNCHANGED
Shares8,024 from 8,024
Change0 (0%)
Value$434.6K (-$4.3K)
Filed 2026-10-27
Ryan Investment Management, Inc.
INCREASED
Shares7,883 from 7,139
Change+744 (+10%)
Value$426.9K (+$36.5K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares7,572 from 8,470
Change-898 (-11%)
Value$410.1K (-$53.1K)
Filed 2026-10-20
Xena Financial Planning, LLC
DECREASED
Shares7,503 from 10,458
Change-2,955 (-28%)
Value$406.3K (-$165.6K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares7,455 from 6,247
Change+1,208 (+19%)
Value$403.8K (+$62.1K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares7,382 from 6,521
Change+861 (+13%)
Value$399.8K (+$43.2K)
Filed 2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares7,349 from 7,164
Change+185 (+3%)
Value$398.0K (+$6.2K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares7,329 from 8,280
Change-951 (-11%)
Value$396.9K (-$55.9K)
Filed 2026-11-04
Community Bank, N.A.
DECREASED
Shares7,323 from 7,379
Change-56 (-1%)
Value$396.5K (-$6.9K)
Filed 2026-11-06
Gateway Investment Advisers LLC
NEW
Shares7,292
Change+7,292
Value$394.9K
Filed 2026-10-13
Avior Wealth Management, LLC
UNCHANGED
Shares7,161 from 7,161
Change0 (0%)
Value$387.8K (-$3.8K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares7,120 from 9,253
Change-2,133 (-23%)
Value$385.6K (-$120.4K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
DECREASED
Shares7,105 from 7,493
Change-388 (-5%)
Value$384.8K (-$25.0K)
Filed 2026-10-15
Cypress Wealth Services, LLC
DECREASED
Shares7,046 from 7,122
Change-76 (-1%)
Value$385.1K (-$4.4K)
Filed 2026-10-21
Private Wealth Management Group, LLC
DECREASED
Shares6,985 from 10,902
Change-3,917 (-36%)
Value$378.3K (-$217.9K)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares6,981 from 6,964
Change+17 (+0%)
Value$378.1K (-$2.7K)
Filed 2026-10-08
RHS Financial, LLC
DECREASED
Shares6,873 from 7,067
Change-194 (-3%)
Value$372.2K (-$14.3K)
Filed 2026-10-13
Sharper & Granite LLC
INCREASED
Shares6,861 from 6,846
Change+15 (+0%)
Value$312.0K (-$62.4K)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
UNCHANGED
Shares6,838 from 6,838
Change0 (0%)
Value$370.3K (-$3.6K)
Filed 2026-10-26
Cutler Investment Counsel LLC
DECREASED
Shares6,647 from 6,777
Change-130 (-2%)
Value$360.0K (-$10.6K)
Filed 2026-10-28
Topel & Distasi Wealth Management, LLC
INCREASED
Shares6,641 from 6,607
Change+34 (+1%)
Value$359.7K (-$1.7K)
Filed 2026-11-05
WT Wealth Management
INCREASED
Shares6,580 from 6,248
Change+332 (+5%)
Value$356.4K (+$14.7K)
Filed 2026-10-13
WestHill Financial Advisors, Inc.
NEW
Shares6,559
Change+6,559
Value$355.2K
Filed 2026-10-14
Hughes Financial Services, LLC
INCREASED
Shares6,539 from 6,512
Change+27 (+0%)
Value$332.6K (-$23.6K)
Filed 2026-10-30
One Wealth Capital Management, LLC
DECREASED
Shares6,512 from 8,686
Change-2,174 (-25%)
Value$352.7K (-$122.3K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares6,459 from 5,980
Change+479 (+8%)
Value$349.8K (+$22.8K)
Filed 2026-10-23
Peak Financial Management, Inc.
INCREASED
Shares6,427 from 6,412
Change+15 (+0%)
Value$348.1K (-$2.6K)
Filed 2026-10-16
Cornerstone Planning Group LLC
DECREASED
Shares6,404 from 6,742
Change-338 (-5%)
Value$347.0K (-$4.3K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
DECREASED
Shares6,363 from 6,457
Change-94 (-1%)
Value$344.6K (-$8.5K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
DECREASED
Shares6,354 from 6,940
Change-586 (-8%)
Value$344.1K (-$35.4K)
Filed 2026-10-28
R. W. Roge & Company, Inc.
DECREASED
Shares6,290 from 6,365
Change-75 (-1%)
Value$341.0K (-$7.0K)
Filed 2026-11-04
Marino, Stram & Associates LLC
UNCHANGED
Shares6,124 from 6,124
Change0 (0%)
Value$331.7K (-$3.2K)
Filed 2026-10-22
Natural Investments, LLC
NEW
Shares6,062
Change+6,062
Value$328.3K
Filed 2026-11-06
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares6,037 from 6,037
Change0 (0%)
Value$327.0K (-$3.2K)
Filed 2026-10-13
Keener Financial Planning LLC
DECREASED
Shares5,960 from 6,451
Change-491 (-8%)
Value$322.8K (-$29.2K)
Filed 2026-11-06
Winter & Associates, Inc.
DECREASED
Shares5,883 from 6,524
Change-641 (-10%)
Value$302.4K (-$54.3K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares5,876 from 5,876
Change0 (0%)
Value$318.2K (-$3.1K)
Filed 2026-11-02
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares5,786 from 5,786
Change0 (0%)
Value$313.4K (-$3.1K)
Filed 2026-10-28
CFM Wealth Partners LLC
INCREASED
Shares5,770 from 4,739
Change+1,031 (+22%)
Value$312.5K (+$53.3K)
Filed 2026-11-05
Leverty Financial Group, LLC
INCREASED
Shares5,723 from 4,393
Change+1,330 (+30%)
Value$310.0K (+$69.7K)
Filed 2026-10-08
Bigelow Investment Advisors, LLC
DECREASED
Shares5,706 from 5,975
Change-269 (-4%)
Value$309.0K (-$17.7K)
Filed 2026-10-13
Financial Planning Fort Collins, LLC
INCREASED
Shares5,664 from 5,661
Change+3 (+0%)
Value$306.8K (+$4.4K)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$306.0K (-$3.0K)
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares5,648 from 6,091
Change-443 (-7%)
Value$305.9K (-$27.2K)
Filed 2026-10-13
W Advisors, LLC
DECREASED
Shares5,616 from 5,639
Change-23 (0%)
Value$304.2K (-$4.2K)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
INCREASED
Shares5,360 from 4,810
Change+550 (+11%)
Value$290.3K (+$27.2K)
Filed 2026-10-14
West Wealth Group, LLC
DECREASED
Shares5,358 from 5,718
Change-360 (-6%)
Value$290.2K (-$22.5K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares5,353 from 4,790
Change+563 (+12%)
Value$289.9K (+$28.0K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
INCREASED
Shares5,310 from 5,153
Change+157 (+3%)
Value$287.6K (+$5.8K)
Filed 2026-11-06
Warren Street Wealth Advisors, LLC
DECREASED
Shares5,296 from 6,717
Change-1,421 (-21%)
Value$286.8K (-$80.5K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares5,258 from 4,843
Change+415 (+9%)
Value$284.8K (+$19.9K)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares5,234 from 5,338
Change-104 (-2%)
Value$283.5K (-$8.5K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares5,152 from 5,144
Change+8 (+0%)
Value$279.0K (-$2.3K)
Filed 2026-11-05
Old Peak Finance LLC
UNCHANGED
Shares5,094 from 5,094
Change0 (0%)
Value$275.9K (-$2.7K)
Filed 2026-11-02
Bison Wealth, LLC
DECREASED
Shares5,079 from 5,097
Change-18 (0%)
Value$272.9K (-$2.6K)
Filed 2026-10-13
Keystone Wealth Services, LLC
DECREASED
Shares5,052 from 5,321
Change-269 (-5%)
Value$275.7K (-$15.3K)
Filed 2026-11-03
Financial Futures Ltd Liability Co.
DECREASED
Shares5,048 from 5,451
Change-403 (-7%)
Value$273.4K (-$24.7K)
Filed 2026-10-13
Courier Capital LLC
INCREASED
Shares5,016 from 4,968
Change+48 (+1%)
Value$271.7K (-$34)
Filed 2026-10-19
Etesian Wealth Advisors, Inc.
INCREASED
Shares4,983 from 4,953
Change+30 (+1%)
Value$269.9K (-$1.0K)
Filed 2026-10-27
JB Capital LLC
INCREASED
Shares4,920 from 4,604
Change+316 (+7%)
Value$266.4K (+$14.7K)
Filed 2026-10-19
Armbruster Capital Management, Inc.
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$265.4K (-$2.6K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares4,828 from 19,811
Change-14,983 (-76%)
Value$261 (-$1.1M)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares4,806 from 4,597
Change+209 (+5%)
Value$260.3K (+$8.9K)
Filed 2026-11-04
Worth Financial Advisory Group, LLC
INCREASED
Shares4,789 from 4,659
Change+130 (+3%)
Value$259.4K (+$4.6K)
Filed 2026-10-19
DWR Wealth Management, LLC
INCREASED
Shares4,735 from 4,336
Change+399 (+9%)
Value$258.4K (+$24.6K)
Filed 2026-10-13
Heritage Family Offices, LLP
UNCHANGED
Shares4,733 from 4,733
Change0 (0%)
Value$256.3K (-$2.5K)
Filed 2026-11-02
Traveka Wealth, LLC
DECREASED
Shares4,726 from 4,915
Change-189 (-4%)
Value$256.0K (-$12.8K)
Filed 2026-10-19
AdvisorNet Financial, Inc
DECREASED
Shares4,713 from 7,138
Change-2,425 (-34%)
Value$246.2K (-$144.2K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
INCREASED
Shares4,703 from 4,622
Change+81 (+2%)
Value$254.7K (+$1.9K)
Filed 2026-10-26
Asempa Wealth Advisors
DECREASED
Shares4,673 from 5,479
Change-806 (-15%)
Value$253.3K (-$46.4K)
Filed 2026-10-07
Valley National Advisers Inc
DECREASED
Shares4,619 from 4,669
Change-50 (-1%)
Value$250.2K (-$5.2K)
Filed 2026-10-23
True Link Financial Advisors, LLC
UNCHANGED
Shares4,605 from 4,605
Change0 (0%)
Value$249.4K (-$2.4K)
Filed 2026-10-27
Baker Avenue Asset Management, LP
NEW
Shares4,522
Change+4,522
Value$244.9K
Filed 2026-11-06
Strategic Blueprint, LLC
DECREASED
Shares4,429 from 5,675
Change-1,246 (-22%)
Value$239.9K (-$70.5K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares4,406 from 4,590
Change-184 (-4%)
Value$238.6K (-$12.4K)
Filed 2026-11-05
Oregon Pacific Wealth Management, LLC
DECREASED
Shares4,336 from 4,575
Change-239 (-5%)
Value$234.8K (-$15.4K)
Filed 2026-10-20
Bestgate Wealth Advisors, LLC
NEW
Shares4,300
Change+4,300
Value$232.9K
Filed 2026-10-13
Symmetry Partners, LLC
DECREASED
Shares4,263 from 4,272
Change-9 (0%)
Value$230.9K (-$2.8K)
Filed 2026-10-27
WBH Advisory Inc
INCREASED
Shares4,241 from 4,171
Change+70 (+2%)
Value$229.7K (+$1.6K)
Filed 2026-11-05
Fingerlakes Wealth Management, Inc.
DECREASED
Shares4,221 from 4,247
Change-26 (-1%)
Value$228.6K (-$3.7K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED
Shares4,189 from 4,359
Change-170 (-4%)
Value$226.9K (-$11.5K)
Filed 2026-10-22
Sweeney & Michel, LLC
UNCHANGED
Shares4,175 from 4,175
Change0 (0%)
Value$226.1K (+$6.2K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
DECREASED
Shares4,133 from 4,217
Change-84 (-2%)
Value$223.9K (-$6.8K)
Filed 2026-11-05
Eley Financial Management, Inc
DECREASED
Shares4,129 from 4,398
Change-269 (-6%)
Value$223.6K (-$16.9K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
UNCHANGED
Shares4,115 from 4,115
Change0 (0%)
Value$222.9K (-$2.2K)
Filed 2026-10-29
Moss Adams Wealth Advisors LLC
NEW
Shares4,092
Change+4,092
Value$221.6K
Filed 2026-10-28
Livet Wealth, LLC
DECREASED
Shares4,062 from 4,362
Change-300 (-7%)
Value$220.0K (-$18.6K)
Filed 2026-10-27
Liberty Atlantic Advisors LLC
DECREASED
Shares4,050 from 4,136
Change-86 (-2%)
Value$219.3K (-$6.9K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED
Shares4,050 from 4,075
Change-25 (-1%)
Value$219.4K (-$3.5K)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares3,990 from 3,941
Change+49 (+1%)
Value$216.1K (+$565)
Filed 2026-10-28
Evergreen Private Wealth LLC
INCREASED
Shares3,974 from 3,805
Change+169 (+4%)
Value$215.2K (+$7.1K)
Filed 2026-10-30
Orin Green Financial, LLC
INCREASED
Shares3,966 from 3,755
Change+211 (+6%)
Value$214.8K (+$9.4K)
Filed 2026-10-19
Family Investment Center, Inc.
DECREASED
Shares3,965 from 4,057
Change-92 (-2%)
Value$214.7K (-$7.1K)
Filed 2026-10-19
Bangor Savings Bank
DECREASED
Shares3,931 from 4,703
Change-772 (-16%)
Value$212.9K (-$44.3K)
Filed 2026-10-06
Addison Advisors LLC
UNCHANGED
Shares3,914 from 3,914
Change0 (0%)
Value$212.0K (-$2.1K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
NEW
Shares3,911
Change+3,911
Value$211.8K
Filed 2026-10-23
Macroview Investment Management LLC
UNCHANGED
Shares3,910 from 3,910
Change0 (0%)
Value$211.8K (-$2.1K)
Filed 2026-10-26
Darden Wealth Group Inc
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$211.4K (-$2.1K)
Filed 2026-11-06
MBE Wealth Management, LLC
DECREASED
Shares3,892 from 4,339
Change-447 (-10%)
Value$210.8K (-$26.5K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares3,875 from 3,858
Change+17 (+0%)
Value$209.9K (-$1.1K)
Filed 2026-11-05
Sentinel Trust Co LBA
DECREASED
Shares3,860 from 4,022
Change-162 (-4%)
Value$209.0K (+$208.8K)
Filed 2026-11-03
Values Added Financial LLC
DECREASED
Shares3,855 from 3,864
Change-9 (0%)
Value$208.8K (-$2.5K)
Filed 2026-10-28
Union Savings Bank
INCREASED
Shares3,836 from 3,493
Change+343 (+10%)
Value$207.7K (+$16.7K)
Filed 2026-10-14
American Financial & TAX Strategies Inc
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$207.1K (-$2.0K)
Filed 2026-10-16
Brewster Financial Planning LLC
DECREASED
Shares3,812 from 3,896
Change-84 (-2%)
Value$206.5K (-$6.6K)
Filed 2026-10-13
Lido Advisors, LLC
NEW
Shares3,797
Change+3,797
Value$205.6K
Filed 2026-11-04
Plan A Wealth LLC
DECREASED
Shares3,735 from 4,489
Change-754 (-17%)
Value$202.3K (-$43.2K)
Filed 2026-10-08
Gen-Wealth Partners Inc
DECREASED
Shares3,722 from 4,387
Change-665 (-15%)
Value$201.6K (-$38.4K)
Filed 2026-11-04
Meridian Wealth Management, LLC
UNCHANGED
Shares3,698 from 3,698
Change0 (0%)
Value$200.3K (-$2.0K)
Filed 2026-11-05
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares3,514 from 3,514
Change0 (0%)
Value$190.3K (-$1.9K)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares3,425 from 3,425
Change0 (0%)
Value$185.5K (-$1.8K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares2,706 from 2,688
Change+18 (+1%)
Value$146.6K (-$450)
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares2,695 from 2,834
Change-139 (-5%)
Value$146.0K (-$9.0K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares2,458
Change+2,458
Value$133.3K
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$131.2K (-$1.2K)
Filed 2026-10-28
GGM Financial LLC
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$121.2K (-$1.2K)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$119 (-$119.9K)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares2,085 from 1,990
Change+95 (+5%)
Value$112.9K (+$4.1K)
Filed 2026-10-21
Deutsche Bank Ag\
INCREASED
Shares2,000 from 1,594
Change+406 (+25%)
Value$108.3K (+$21.1K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares1,998 from 2,004
Change-6 (0%)
Value$108.2K (-$1.4K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$105.4K (-$1.0K)
Filed 2026-10-05
WPG Advisers, LLC
UNCHANGED
Shares1,907 from 1,907
Change0 (0%)
Value$103.3K (-$1.0K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares1,838 from 2,257
Change-419 (-19%)
Value$99.5K (-$23.9K)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares1,779 from 1,692
Change+87 (+5%)
Value$96 (-$92.9K)
Filed 2026-10-30
Clean Yield Group
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$92.5K (-$905)
Filed 2026-10-28
Frankly Finances, LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$86.3K (-$844)
Filed 2026-10-28
JFS Wealth Advisors, LLC
DECREASED
Shares1,511 from 1,759
Change-248 (-14%)
Value$81.8K (-$14.4K)
Filed 2026-11-03
4Thought Financial Group Inc.
INCREASED
Shares1,496 from 1,487
Change+9 (+1%)
Value$81.0K (-$290)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$78.3K (-$767)
Filed 2026-10-27
Clearstead Advisors, LLC
NEW
Shares1,226
Change+1,226
Value$66.4K
Filed 2026-11-06
American National Bank & Trust
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$59.6K (-$583)
Filed 2026-10-07
Hurley Capital, LLC
INCREASED
Shares1,099 from 889
Change+210 (+24%)
Value$59.5K (+$10.9K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares1,087 from 2,038
Change-951 (-47%)
Value$58.9K (-$52.6K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares1,010
Change+1,010
Value$54.7K
Filed 2026-10-27
Triumph Capital Management
NEW
Shares967
Change+967
Value$52.4K
Filed 2026-10-14
Princeton Global Asset Management LLC
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$50.6K (-$495)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares910
Change+910
Value$49.3K
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$45.6K (-$446)
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares734 from 722
Change+12 (+2%)
Value$39.8K (+$267)
Filed 2026-10-07
Golden State Wealth Management, LLC
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$38.5K (-$376)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares684 from 651
Change+33 (+5%)
Value$37.0K (+$1.4K)
Filed 2026-10-26
Winthrop Capital Management, LLC
DECREASED
Shares615 from 824
Change-209 (-25%)
Value$33.3K (-$11.7K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares590 from 591
Change-1 (0%)
Value$32.0K (-$368)
Filed 2026-10-16
Tompkins Financial Corp
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$32.0K (-$313)
Filed 2026-10-05
DeDora Capital, Inc.
DECREASED
Shares533 from 4,362
Change-3,829 (-88%)
Value$28.9K (-$209.7K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares483 from 366
Change+117 (+32%)
Value$26.1K (+$6.1K)
Filed 2026-10-28
First Bancorp, Inc
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$25.0K (-$245)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares456 from 212
Change+244 (+115%)
Value$24.7K (+$13.5K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares454
Change+454
Value$24.6K
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares446 from 1,445
Change-999 (-69%)
Value$24.2K (-$54.9K)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares408
Change+408
Value$22.1K
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$20.3K (-$199)
Filed 2026-10-22
Blueline Advisors LLC
INCREASED
Shares320 from 313
Change+7 (+2%)
Value$17.3K (+$188)
Filed 2026-10-15
NBT Bank, N.A.
DECREASED
Shares267 from 578
Change-311 (-54%)
Value$14.5K (-$17.2K)
Filed 2026-10-21
Nfsg Corp
NEW
Shares258
Change+258
Value$14.0K
Filed 2026-10-15
Ares Financial Consulting, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$13.1K (-$127)
Filed 2026-10-19
Tradewinds Capital Management, LLC
INCREASED
Shares223 from 214
Change+9 (+4%)
Value$12.1K (+$374)
Filed 2026-10-23
Center for Financial Planning, Inc.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$10.8K (-$107)
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares198 from 160
Change+38 (+24%)
Value$10.7K (+$2.0K)
Filed 2026-10-13
Centerpoint Advisors, LLC
INCREASED
Shares191 from 178
Change+13 (+7%)
Value$10 ($0)
Filed 2026-11-05
Cdkv Holdings LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$9.3K (-$91)
Filed 2026-10-28
West Branch Capital LLC
NEW
Shares171
Change+171
Value$9.3K
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares168 from 191
Change-23 (-12%)
Value$9.1K (-$1.3K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$9.1K (-$88)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$8.6K (-$84)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-16
Gamma Investing LLC
DECREASED
Shares118 from 931
Change-813 (-87%)
Value$6.4K (-$44.5K)
Filed 2026-10-08
Abound Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$53)
Filed 2026-10-26
Maseco LLP
DECREASED
Shares92 from 165
Change-73 (-44%)
Value$5.0K (-$4.0K)
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$4.7K (-$46)
Filed 2026-10-01
Phillip James Consulting Co.
NEW
Shares78
Change+78
Value$4.2K
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares76 from 87
Change-11 (-13%)
Value$4.1K (-$642)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares75
Change+75
Value$4.1K
Filed 2026-10-27
Decker Retirement Planning Inc.
DECREASED
Shares70 from 19,462
Change-19,392 (-100%)
Value$3.8K (-$1.1M)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.5K (-$34)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares62 from 66
Change-4 (-6%)
Value$3.4K (-$252)
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.3K (-$32)
Filed 2026-10-16
Concord Wealth Partners
DECREASED
Shares49 from 72
Change-23 (-32%)
Value$2.7K (-$1.3K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares46
Change+46
Value$2.5K
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.4K (-$24)
Filed 2026-10-20
Barrett & Company, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.3K (-$23)
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.2K (-$21)
Filed 2026-11-05
Bare Financial Services, Inc
NEW
Shares37
Change+37
Value$2.0K
Filed 2026-11-04
Key Capital Management, Inc
DECREASED
Shares26 from 29
Change-3 (-10%)
Value$1.4K (-$178)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares20
Change+20
Value$1.1K
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$975 (-$9)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$921 (-$9)
Filed 2026-11-02
Davis Capital Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$650 (-$6)
Filed 2026-10-08
Retirement Wealth Solutions LLC
DECREASED
Shares7 from 8
Change-1 (-12%)
Value$390 (-$47)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$190 (+$2)
Filed 2026-11-05
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 15,284
Change-15,284 (-100%)
Value$0 (-$835.9K)
Filed 2026-11-05
Trust Co of Toledo NA
CLOSED
Shares0 from 10,424
Change-10,424 (-100%)
Value$0 (-$570.1K)
Filed 2026-10-16
KPP Advisory Services LLC
CLOSED
Shares0 from 5,453
Change-5,453 (-100%)
Value$0 (-$298.2K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,733
Change-4,733 (-100%)
Value$0 (-$258.8K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 4,415
Change-4,415 (-100%)
Value$0 (-$241.5K)
Filed 2026-10-14
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 4,047
Change-4,047 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-30
Absolute Capital Management, LLC
CLOSED
Shares0 from 3,749
Change-3,749 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-16
Ascent Group, LLC
CLOSED
Shares0 from 3,720
Change-3,720 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-30
Trek Financial, LLC
CLOSED
Shares0 from 3,697
Change-3,697 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,417
Change-3,417 (-100%)
Value$0 (-$181.5K)
Filed 2026-11-02
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$20)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$19.7K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-21
Midway Capital Research & Management
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-20
RMG Wealth Management LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$746)
Filed 2026-10-26
Realta Investment Advisors
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$711)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$711)
Filed 2026-10-29
3Chopt Investment Partners, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$602)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 16,489,651
Change-16,489,651 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,936,258
Change-5,936,258 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,462,480
Change-5,462,480 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,655,004
Change-4,655,004 (-100%)
Value—
WIT, LLC
N/A
Shares— from 4,518,911
Change-4,518,911 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,292,738
Change-3,292,738 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,042,236
Change-3,042,236 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,822,780
Change-2,822,780 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,776,338
Change-2,776,338 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,621,901
Change-2,621,901 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,516,931
Change-2,516,931 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,718,903
Change-1,718,903 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,703,590
Change-1,703,590 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,299,752
Change-1,299,752 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,283,116
Change-1,283,116 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,187,994
Change-1,187,994 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,041,491
Change-1,041,491 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 932,491
Change-932,491 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 734,756
Change-734,756 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 730,940
Change-730,940 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 718,646
Change-718,646 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 693,861
Change-693,861 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 665,440
Change-665,440 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 425,195
Change-425,195 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 407,888
Change-407,888 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 349,451
Change-349,451 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 339,722
Change-339,722 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 331,003
Change-331,003 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 322,945
Change-322,945 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 319,148
Change-319,148 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 312,630
Change-312,630 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 282,277
Change-282,277 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 193,007
Change-193,007 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 192,398
Change-192,398 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 186,685
Change-186,685 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 174,125
Change-174,125 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 171,457
Change-171,457 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 170,076
Change-170,076 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 169,106
Change-169,106 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 169,049
Change-169,049 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 153,284
Change-153,284 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 150,083
Change-150,083 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 139,626
Change-139,626 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 132,262
Change-132,262 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 127,903
Change-127,903 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 123,954
Change-123,954 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 121,454
Change-121,454 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 109,539
Change-109,539 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 107,893
Change-107,893 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 106,171
Change-106,171 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 101,665
Change-101,665 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 100,292
Change-100,292 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 100,200
Change-100,200 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 95,940
Change-95,940 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 92,355
Change-92,355 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 88,721
Change-88,721 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 83,930
Change-83,930 (-100%)
Value—
Centennial Bank
N/A
Shares— from 80,250
Change-80,250 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 75,966
Change-75,966 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 70,631
Change-70,631 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 70,239
Change-70,239 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 70,186
Change-70,186 (-100%)
Value—
&partners
N/A
Shares— from 69,962
Change-69,962 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 66,693
Change-66,693 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 61,944
Change-61,944 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 60,404
Change-60,404 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 59,144
Change-59,144 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 58,079
Change-58,079 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 57,159
Change-57,159 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 55,892
Change-55,892 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 53,840
Change-53,840 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 53,593
Change-53,593 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 53,260
Change-53,260 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 53,144
Change-53,144 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 52,988
Change-52,988 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,050
Change-51,050 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 50,724
Change-50,724 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 50,519
Change-50,519 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 46,912
Change-46,912 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 46,725
Change-46,725 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,287
Change-46,287 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 45,683
Change-45,683 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 45,550
Change-45,550 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 41,579
Change-41,579 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 41,252
Change-41,252 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 41,232
Change-41,232 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 39,567
Change-39,567 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 39,118
Change-39,118 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 38,634
Change-38,634 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 38,589
Change-38,589 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 37,866
Change-37,866 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,773
Change-37,773 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 37,361
Change-37,361 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,247
Change-37,247 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 37,082
Change-37,082 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 36,669
Change-36,669 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 35,948
Change-35,948 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 32,786
Change-32,786 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 32,409
Change-32,409 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 31,278
Change-31,278 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 30,395
Change-30,395 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 29,701
Change-29,701 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 29,187
Change-29,187 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 28,674
Change-28,674 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
EQ LLC
N/A
Shares— from 27,251
Change-27,251 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 25,427
Change-25,427 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 25,159
Change-25,159 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,849
Change-23,849 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 23,281
Change-23,281 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 23,082
Change-23,082 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 22,782
Change-22,782 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,386
Change-20,386 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,668
Change-19,668 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 19,514
Change-19,514 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,825
Change-18,825 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 18,470
Change-18,470 (-100%)
Value—
Commerce Bank
N/A
Shares— from 17,566
Change-17,566 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 17,510
Change-17,510 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 17,366
Change-17,366 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 17,075
Change-17,075 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 16,461
Change-16,461 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 15,429
Change-15,429 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,376
Change-15,376 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,352
Change-15,352 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 15,319
Change-15,319 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,114
Change-15,114 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 14,603
Change-14,603 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,079
Change-14,079 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,464
Change-13,464 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 13,210
Change-13,210 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 13,120
Change-13,120 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,540
Change-12,540 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 11,241
Change-11,241 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,709
Change-10,709 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 9,831
Change-9,831 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,718
Change-8,718 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,632
Change-7,632 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 7,207
Change-7,207 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 6,721
Change-6,721 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Rogco, LP
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Fiduciary Counselling Inc
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Motco
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 869
Change-869 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 853
Change-853 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 701
Change-701 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 667
Change-667 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 518
Change-518 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 373
Change-373 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 354
Change-354 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 290
Change-290 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 27
Change-27 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 26
Change-26 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED2,041,5812,026,010+15,571+1%$110.8M$110.6M-$230.4K2026-11-02
US Bancorp \de\
INCREASED1,930,4421,907,808+22,634+1%$104.3M$104.6M+$214.7K2026-11-05
LPL Financial LLC
INCREASED1,834,2521,781,398+52,854+3%$97.4M$99.3M+$1.9M2026-11-06
PNC Financial Services Group, Inc.
INCREASED1,306,6671,288,929+17,738+1%$70.5M$70.8M+$277.6K2026-11-06
Fifth Third Bancorp
INCREASED583,783564,283+19,500+3%$30.9M$31.6M+$757.0K2026-11-05
Mission Wealth Management, LP
DECREASED568,161622,173-54,012-9%$34.0M$30.8M-$3.3M2026-10-15
IMPACTfolio, LLC
INCREASED523,939498,176+25,763+5%$27.2M$28.4M+$1.1M2026-10-28
Commonwealth Equity Services, LLC
DECREASED359,640363,923-4,283-1%$19.9M$19.5M-$424.8K2026-11-02
Eastern Bank
DECREASED336,114339,094-2,980-1%$18.5M$18.2M-$341.1K2026-10-05
Ferguson Wellman Capital Management, Inc
DECREASED280,372281,749-1,3770%$15.4M$15.2M-$223.9K2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED264,336262,736+1,600+1%$14.4M$14.3M-$52.6K2026-10-27
Park Avenue Securities LLC
DECREASED246,841249,207-2,366-1%$13.6M$13.4K-$13.6M2026-10-26
Truist Financial Corp
INCREASED233,627205,792+27,835+14%$11.3M$12.7M+$1.4M2026-10-30
Mather Group, Llc.
INCREASED176,079168,404+7,675+5%$9.2M$9.5M+$326.4K2026-10-14
Principal Financial Group Inc
UNCHANGED166,631166,63100%$9.1M$9.0M-$88.3K2026-11-02
Intergy Private Wealth, LLC
INCREASED165,612163,205+2,407+1%$8.9M$9.0M+$43.9K2026-10-16
Modera Wealth Management, LLC
INCREASED158,394155,700+2,694+2%$8.5M$8.6M+$63.4K2026-10-28
Citigroup Inc
DECREASED154,335159,429-5,094-3%$8.7M$8.4M-$360.4K2026-11-04
Stanich Group LLC
INCREASED148,907147,616+1,291+1%$8.1M$8.1M-$8.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED145,041148,882-3,841-3%$8.1M$7.9K-$8.1M2026-11-02
Baldwin Wealth Partners LLC
INCREASED132,951130,114+2,837+2%$7.1M$7.2M+$84.7K2026-10-13
Laurel Wealth Planning LLC
DECREASED126,304128,745-2,441-2%$7.0M$6.8M-$200.4K2026-11-02
Bank of New York Mellon Corp
DECREASED123,162126,515-3,353-3%$6.9M$6.7M-$248.6K2026-11-05
Allworth Financial LP
INCREASED115,277113,898+1,379+1%$6.2M$6.3M+$75.4K2026-11-06
Bailard, Inc.
DECREASED101,834104,287-2,453-2%$5.7M$5.5M-$188.1K2026-10-13
Thrivent Financial for Lutherans
DECREASED100,975120,456-19,481-16%$6.6M$5.5M-$1.1M2026-11-05
North Berkeley Wealth Management, LLC
INCREASED100,88677,840+23,046+30%$4.3M$5.5M+$1.2M2026-11-02
Cabot Wealth Management Inc
INCREASED95,55388,811+6,742+8%$4.9M$5.2M+$318.1K2026-11-05
High Note Wealth, LLC
DECREASED92,64394,530-1,887-2%$5.2M$5.0M-$152.3K2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED88,61591,220-2,605-3%$4.9M$4.8M-$135.1K2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED80,73092,730-12,000-13%$5.1M$4.4M-$699.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED75,79368,299+7,494+11%$3.7M$4.1M+$370.3K2026-10-08
Assetmark, Inc
DECREASED75,20784,868-9,661-11%$4.6M$4.1M-$568.2K2026-10-21
Apella Capital, LLC
INCREASED72,53270,927+1,605+2%$3.7M$4.0M+$232.4K2026-10-08
Sofi Wealth, LLC
INCREASED72,12959,148+12,981+22%$3.2M$3.9M+$671.7K2026-10-27
Savant Capital, LLC
DECREASED72,05585,133-13,078-15%$4.7M$3.9M-$753.1K2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED63,75170,005-6,254-9%$3.8M$3.5M-$375.8K2026-10-16
Perigon Wealth Management, LLC
DECREASED63,10564,509-1,404-2%$3.5M$3.4M-$110.2K2026-10-22
Quadrant Capital Group LLC
UNCHANGED63,08963,08900%$3.5M$3.4M-$85.2K2026-10-20
Bokf, NA
INCREASED61,87161,437+434+1%$3.4M$3.4M-$9.1K2026-10-27
Vise Technologies, Inc.
INCREASED59,58040,097+19,483+49%$2.2M$3.2M+$1.0M2026-10-29
Archer Investment Management, LLC
DECREASED56,47258,417-1,945-3%$3.2M$3.1M-$136.3K2026-10-13
Affiance Financial, LLC
INCREASED51,67950,876+803+2%$2.8M$2.8M+$16.5K2026-10-15
HB Wealth Management, LLC
INCREASED51,62948,249+3,380+7%$2.6M$2.8M+$157.5K2026-10-23
Bear Mountain Capital, Inc.
INCREASED50,01845,810+4,208+9%$2.4M$2.6M+$143.1K2026-11-04
rebel Financial LLC
DECREASED49,02958,804-9,775-17%$3.2M$2.7M-$560.6K2026-11-04
Keybank National Association
DECREASED48,30650,353-2,047-4%$2.8M$2.6M-$137.6K2026-11-04
Impact Investors, Inc
DECREASED48,25250,744-2,492-5%$2.8M$2.6M-$161.9K2026-11-02
True Blue Financial, LLC
DECREASED46,48758,081-11,594-20%$3.2M$2.5M-$658.7K2026-10-15
Jnba Financial Advisors
INCREASED42,45942,317+142+0%$2.3M$2.3M-$14.7K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED41,68438,731+2,953+8%$2.1M$2.3M+$139.4K2026-11-02
Citizens Financial Group Inc
DECREASED41,36242,275-913-2%$2.3M$2.2M-$71.9K2026-10-23
XY Planning Network, Inc.
DECREASED41,26541,579-314-1%$2.3M$2.2M-$39.0K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED40,34439,969+375+1%$2.2M$2.2M-$8732026-10-13
Brookstone Capital Management
DECREASED39,53242,824-3,292-8%$2.3M$2.1M-$201.0K2026-10-22
Legacy Edge Advisors, LLC
INCREASED39,50037,375+2,125+6%$2.0M$2.1M+$95.3K2026-11-06
Midwest Financial Partners Investments, Inc.
DECREASED38,90240,998-2,096-5%$2.2M$2.1M-$135.2K2026-10-08
eCIO, Inc.
INCREASED36,43231,670+4,762+15%$1.7M$2.0M+$259.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED36,17924,951+11,228+45%$1.4M$2.0M+$594.9K2026-11-02
Parallel Advisors, LLC
INCREASED35,79635,533+263+1%$1.9M$1.9M-$4.6K2026-11-03
Choreo, LLC
INCREASED34,71134,244+467+1%$1.9M$1.9M+$7.1K2026-10-28
Neumann Capital Management, LLC
NEW33,955—+33,955——$1.8M—2026-10-15
Baron Financial Group, LLC
DECREASED33,63136,366-2,735-8%$2.0M$1.8M-$167.4K2026-10-09
Wealth Architects, LLC
DECREASED33,58333,604-210%$1.8M$1.8M-$18.9K2026-11-03
Merit Financial Group, LLC
DECREASED33,12933,860-731-2%$1.9M$1.8M-$57.5K2026-11-06
Wealth Advisory Team LLC
DECREASED32,23532,895-660-2%$1.8M$1.7M-$53.1K2026-11-05
Vision Capital Management, Inc.
DECREASED31,74931,802-530%$1.7M$1.7M-$19.7K2026-10-20
Omega Financial Group, LLC
DECREASED31,57932,629-1,050-3%$1.8M$1.7M-$74.2K2026-10-29
Compound Planning, Inc.
INCREASED30,98627,094+3,892+14%$1.5M$1.7M+$196.4K2026-11-05
Equita Financial Network, Inc.
INCREASED30,02328,878+1,145+4%$1.6M$1.6M+$46.7K2026-10-19
Staley Capital Advisers Inc
UNCHANGED30,00030,00000%$1.6M$1.6M-$15.9K2026-11-06
Sharkey, Howes & Javer
INCREASED29,75529,321+434+1%$1.6M$1.6M+$8.0K2026-10-22
Wesbanco Bank Inc
INCREASED29,13826,382+2,756+10%$1.4M$1.6M+$135.3K2026-11-04
Horst & Graben Wealth Management LLC
DECREASED28,31830,678-2,360-8%$1.6M$1.5M-$95.9K2026-11-02
Sage Financial Group Inc
INCREASED28,04026,784+1,256+5%$1.5M$1.5M+$53.8K2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED27,98730,686-2,699-9%$1.7M$1.5M-$162.4K2026-10-16
Nottingham Advisors, Inc.
DECREASED27,70329,290-1,587-5%$1.5M$1.5M+$8.5K2026-10-29
Mascoma Wealth Management LLC
INCREASED27,12820,620+6,508+32%$1.1M$1.5M+$341.5K2026-10-23
Canandaigua National Bank & Trust Co
DECREASED26,52626,652-1260%$1.5M$1.4M-$21.0K2026-10-07
Grimes & Co Wealth Management, LLC
DECREASED26,43626,763-327-1%$1.5M$1.4M-$31.9K2026-10-29
Torren Management, LLC
DECREASED26,40027,109-709-3%$1.5M$1.4M-$52.8K2026-10-29
Integris Wealth Management, LLC
DECREASED26,17028,005-1,835-7%$1.5M$1.4M-$114.3K2026-10-14
Maia Wealth LLC
INCREASED25,69025,612+78+0%$1.4M$1.4M-$9.3K2026-10-19
Trilogy Capital Inc.
INCREASED25,33225,047+285+1%$1.4M$1.4M+$2.2K2026-10-20
Physician Wealth Advisors, Inc.
DECREASED25,22025,699-479-2%$1.4M$1.4M-$39.6K2026-10-20
SigFig Wealth Management, LLC
DECREASED24,97425,545-571-2%$1.4M$1.4M-$24.5K2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED24,15324,162-90%$1.3M$1.3M-$13.3K2026-10-16
Amundi
UNCHANGED24,11524,11500%$1.3M$1.3M-$12.8K2026-11-06
Weil Company, Inc.
DECREASED24,04026,393-2,353-9%$1.4M$1.3M-$141.4K2026-10-14
RTD Financial Advisors, Inc.
DECREASED23,92424,595-671-3%$1.3M$1.3M-$49.4K2026-10-09
Central Trust Co
INCREASED23,04821,085+1,963+9%$1.2M$1.2M+$95.1K2026-11-05
Axxcess Wealth Management, LLC
DECREASED22,49623,493-997-4%$1.3M$1.2M-$66.4K2026-10-21
LFA - Lugano Financial Advisors SA
DECREASED22,30122,721-420-2%$1.2M$1.2M-$34.8K2026-11-03
Jordan Park Group LLC
INCREASED22,12420,089+2,035+10%$1.1M$1.2M+$99.6K2026-11-06
Trust Co
INCREASED21,10620,775+331+2%$1.1M$1.1M+$6.9K2026-10-09
Gould Asset Management LLC
INCREASED21,03920,599+440+2%$1.1M$1.1M+$12.9K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED20,70225,185-4,483-18%$1.4M$1.1M-$256.1K2026-11-03
Brooklyn FI, LLC
DECREASED20,45021,640-1,190-5%$1.1M$1.0M-$107.7K2026-11-05
Diversify Advisory Services, LLC
INCREASED20,33517,403+2,932+17%$889.5K$1.1M+$166.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED20,33517,403+2,932+17%$889.5K$1.1M+$166.5K2026-10-20
Columbia Bank
UNCHANGED20,21020,21000%$1.1M$1.1M-$10.7K2026-10-29
Connecticut Wealth Management, LLC
INCREASED20,13119,372+759+4%$1.1M$1.1M+$30.8K2026-10-13
Regatta Capital Group, LLC
INCREASED20,04619,609+437+2%$1.1M$1.1M+$13.2K2026-10-23
Focus Financial Network, Inc.
INCREASED19,30012,583+6,717+53%$688.2K$1.0M+$357.1K2026-10-14
Diversified Enterprises, LLC
DECREASED19,06019,075-150%$1.0M$1.0M-$11.0K2026-10-19
Madrid Wealth Management, LLC
DECREASED18,38618,478-920%$1.0M$995.8K-$14.8K2026-10-23
Krilogy Financial LLC
DECREASED18,06018,172-112-1%$993.8K$970.4K-$23.5K2026-10-13
Prism Advisors, Inc.
DECREASED17,66818,021-353-2%$985.6K$947.4K-$38.2K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED17,66418,132-468-3%$991.6K$956.7K-$35.0K2026-10-16
MGO One Seven LLC
DECREASED17,37118,239-868-5%$997.5K$940.8K-$56.6K2026-10-28
Benchmark Financial, LLC
INCREASED17,34817,243+105+1%$943.0K$939.6K-$3.5K2026-10-16
Bond & Devick Financial Network, Inc.
DECREASED17,31117,828-517-3%$975.0K$937.6K-$37.4K2026-10-23
Aureum Wealth Management, LLC
DECREASED16,91417,779-865-5%$972.3K$916.1K-$56.3K2026-10-15
Olio Financial Planning
DECREASED16,66316,910-247-1%$924.8K$902.5K-$22.3K2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED16,65017,310-660-4%$946.7K$901.8K-$44.9K2026-10-05
Capital Advantage, Inc.
INCREASED16,52812,805+3,723+29%$700.3K$895.1K+$194.9K2026-10-14
Birchbrook, Inc.
DECREASED16,49816,567-690%$906.1K$893.5K-$12.5K2026-10-14
Morling Financial Advisors, LLC
DECREASED16,05217,117-1,065-6%$936.1K$869.4K-$66.7K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED16,00912,480+3,529+28%$672.8K$867.1K+$194.3K2026-10-13
RFG Advisory, LLC
INCREASED15,93115,817+114+1%$865.0K$862.8K-$2.2K2026-11-03
Fund Evaluation Group, LLC
UNCHANGED15,60515,60500%$853.4K$845.2K-$8.3K2026-11-05
Aaron Wealth Advisors LLC
INCREASED15,5066,219+9,287+149%$340.1K$839.8K+$499.7K2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED15,31915,616-297-2%$854.0K$829.7K-$24.4K2026-10-21
Boston Standard Wealth Management, LLC
DECREASED15,31415,405-91-1%$823.8K$829.5K+$5.7K2026-10-07
White Lighthouse Investment Management Inc.
INCREASED15,27215,192+80+1%$830.9K$827.1K-$3.7K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED14,95615,062-106-1%$823.7K$810.0K-$13.7K2026-10-14
Hardy Reed LLC
DECREASED14,89815,626-728-5%$854.6K$806.9K-$47.7K2026-11-06
Facet Wealth, Inc.
INCREASED14,79113,893+898+6%$759.8K$801.1K+$41.3K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED14,75410,196+4,558+45%$557.6K$799.1K+$241.5K2026-10-13
Penobscot Wealth Management
INCREASED14,69811,807+2,891+24%$645.7K$796.0K+$150.3K2026-10-21
Howland Capital Management LLC
INCREASED14,45814,422+36+0%$788.7K$783.0K-$5.7K2026-10-22
Asset Dedication, LLC
INCREASED14,45513,237+1,218+9%$723.9K$782.9K+$59.0K2026-11-03
New England Private Wealth Advisors LLC
INCREASED13,86212,736+1,126+9%$696.5K$750.8K+$54.3K2026-10-19
Schneider Downs Wealth Management Advisors, LP
DECREASED13,71914,388-669-5%$786.9K$743.0K-$43.9K2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED13,63513,639-40%$746.0K$738.0K-$8.0K2026-10-29
CIBC Asset Management Inc
UNCHANGED13,61013,61000%$744.3K$737.1K-$7.2K2026-11-05
Shepherd Financial Partners LLC
DECREASED13,57914,159-580-4%$774.3K$735.4K-$38.9K2026-11-03
Pine Haven Investment Counsel, Inc
INCREASED13,20812,573+635+5%$687.6K$715.3K+$27.7K2026-11-02
Tortoise Investment Management, LLC
DECREASED12,49912,859-360-3%$703.3K$676.9K-$26.3K2026-11-06
Diversified Trust Co
DECREASED12,49912,772-273-2%$698.5K$676.9K-$21.6K2026-11-06
A&I Financial Services, LLC
DECREASED12,36912,506-137-1%$684.0K$669.9K-$14.0K2026-10-15
Brandywine OAK Private Wealth LLC
DECREASED12,26112,520-259-2%$684.7K$664.1K-$20.7K2026-10-23
Glenview Trust Co
NEW12,257—+12,257——$663.8K—2026-10-28
Mountain Capital Investment Advisors Inc.
INCREASED12,03111,971+60+1%$654.7K$651.6K-$3.1K2026-11-06
Shotwell Rutter Baer Inc
INCREASED12,02711,873+154+1%$649.3K$651.4K+$2.0K2026-10-14
CGN Advisors LLC
DECREASED11,88412,267-383-3%$670.9K$643.6K-$27.3K2026-10-21
Russell Investments Group, Ltd.
INCREASED11,8734,041+7,832+194%$221.0K$643.0K+$422.0K2026-11-06
Bell Investment Advisors, Inc
DECREASED11,86311,914-510%$651.6K$642.5K-$9.1K2026-10-29
Elevation Wealth Partners, LLC
INCREASED11,71211,416+296+3%$624.3K$634.3K+$10.0K2026-10-07
TriaGen Wealth Management LLC
DECREASED11,66711,737-70-1%$641.9K$631.9K-$10.0K2026-10-14
UMB Bank, n.a.
DECREASED11,56212,481-919-7%$682.6K$626.2K-$56.4K2026-11-06
Rossby Financial, LCC
INCREASED11,5344,936+6,598+134%$270.0K$624.7K+$354.7K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED11,48312,334-851-7%$674.6K$621.9K-$52.6K2026-10-22
Wealthcare Advisory Partners LLC
DECREASED11,47011,643-173-1%$636.8K$621.2K-$15.5K2026-10-21
Midwest Trust Co
UNCHANGED11,44011,44000%$625.7K$619.6K-$6.1K2026-10-22
PDS Planning, Inc
DECREASED11,34112,750-1,409-11%$697.3K$614.2K-$83.1K2026-11-03
Advisory Solutions Group, LLC
DECREASED11,33011,559-229-2%$632.2K$613.6K-$18.5K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED11,15910,782+377+4%$589.7K$604.4K+$14.7K2026-10-26
Falcon Wealth Planning
INCREASED11,08010,517+563+5%$575.2K$600.1K+$24.9K2026-11-06
Cambridge Financial Group, LLC
UNCHANGED11,06511,06500%$605.1K$605.1K$02026-10-06
Kestra Private Wealth Services, LLC
DECREASED11,00314,154-3,151-22%$774.1K$595.9K-$178.2K2026-11-06
Evergreen Capital Management LLC
DECREASED10,98811,593-605-5%$634.0K$595.1K-$38.9K2026-10-23
Lifelong Wealth Advisors, Inc.
DECREASED10,89010,892-20%$595.7K$589.8K-$5.9K2026-10-19
Washington Trust Bank
DECREASED10,78510,916-131-1%$597.0K$584.1K-$12.9K2026-11-03
Plancorp, LLC
DECREASED10,62711,820-1,193-10%$610.3K$525.4K-$84.9K2026-11-03
Gemmer Asset Management LLC
INCREASED10,42610,267+159+2%$561.5K$564.7K+$3.1K2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED10,20910,572-363-3%$578.2K$552.9K-$25.3K2026-11-04
Presilium Private Wealth, LLC
INCREASED10,0239,958+65+1%$544.6K$542.8K-$1.8K2026-10-26
McAdam, LLC
INCREASED10,0009,229+771+8%$504.7K$541.6K+$36.9K2026-10-21
RW Investment Management LLC
INCREASED9,9529,474+478+5%$518.2K$539.0K+$20.9K2026-11-03
Zenith Solutions, Inc.
DECREASED9,87512,174-2,299-19%$665.8K$534.8K-$130.9K2026-10-19
Navigation Group, LLC
INCREASED9,7839,584+199+2%$524.2K$529.9K+$5.7K2026-10-28
Foster Group, Inc.
DECREASED9,77610,699-923-9%$585.1K$529.4K-$55.7K2026-10-13
BLB&B Advisors, LLC
DECREASED9,7179,939-222-2%$543.6K$526.3K-$17.3K2026-10-27
Aspiriant, LLC
INCREASED9,4769,300+176+2%$508.6K$513.2K+$4.6K2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED9,3099,308+1+0%$509.1K$504.2K-$4.9K2026-10-16
Garde Capital, Inc.
DECREASED9,30810,318-1,010-10%$564.3K$504.1K-$60.2K2026-10-29
Larson Financial Group LLC
DECREASED9,27510,084-809-8%$551.5K$502.3K-$49.2K2026-11-05
Daiwa Securities Group Inc.
INCREASED9,1806,700+2,480+37%$366.4K$497.2K+$130.8K2026-10-29
GC Wealth Management RIA, LLC
INCREASED9,1477,948+1,199+15%$434.7K$495.4K+$60.8K2026-11-02
Oppenheimer & Co Inc
DECREASED9,0759,293-218-2%$508.2K$491.5K-$16.7K2026-10-26
Argentarii, LLC
UNCHANGED9,0009,00000%$472.8K$487.4K+$14.7K2026-10-28
TME Financial, Inc.
DECREASED8,9849,000-160%$492.2K$486.6K-$5.6K2026-10-14
Montecito Bank & Trust
UNCHANGED8,8378,83700%$483.3K$478.6K-$4.7K2026-10-01
Great Diamond Partners, LLC
INCREASED8,7848,509+275+3%$465.4K$475.7K+$10.4K2026-10-13
SAX Wealth Advisors, LLC
DECREASED8,6878,882-195-2%$403.9K$470.5K+$66.6K2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED8,4158,222+193+2%$449.7K$455.8K+$6.1K2026-10-26
Williams & Novak Wealth Management, LLC
INCREASED8,2967,846+450+6%$429.1K$449.3K+$20.2K2026-10-09
Moller Wealth Partners
DECREASED8,2438,256-130%$451.5K$446.4K-$5.1K2026-10-15
Richard P Slaughter Associates Inc
INCREASED8,1837,945+238+3%$434.5K$443.2K+$8.7K2026-10-13
GenTrust, LLC
UNCHANGED8,1288,12800%$444.5K$440.2K-$4.3K2026-11-06
Seven Mile Advisory
UNCHANGED8,1038,10300%$443.2K$438.9K-$4.3K2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED8,0258,02500%$438.9K$434.6K-$4.3K2026-10-08
Sigma Investment Counselors Inc
UNCHANGED8,0248,02400%$438.8K$434.6K-$4.3K2026-10-27
Ryan Investment Management, Inc.
INCREASED7,8837,139+744+10%$390.4K$426.9K+$36.5K2026-10-20
Private Trust Co NA
DECREASED7,5728,470-898-11%$463.2K$410.1K-$53.1K2026-10-20
Xena Financial Planning, LLC
DECREASED7,50310,458-2,955-28%$571.9K$406.3K-$165.6K2026-10-13
Brighton Jones LLC
INCREASED7,4556,247+1,208+19%$341.7K$403.8K+$62.1K2026-11-03
Atria Investments, Inc
INCREASED7,3826,521+861+13%$356.6K$399.8K+$43.2K2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED7,3497,164+185+3%$391.8K$398.0K+$6.2K2026-10-28
EverSource Wealth Advisors, LLC
DECREASED7,3298,280-951-11%$452.8K$396.9K-$55.9K2026-11-04
Community Bank, N.A.
DECREASED7,3237,379-56-1%$403.5K$396.5K-$6.9K2026-11-06
Gateway Investment Advisers LLC
NEW7,292—+7,292——$394.9K—2026-10-13
Avior Wealth Management, LLC
UNCHANGED7,1617,16100%$391.6K$387.8K-$3.8K2026-10-13
Ritholtz Wealth Management
DECREASED7,1209,253-2,133-23%$506.0K$385.6K-$120.4K2026-11-05
Hoxton Planning & Management, LLC
DECREASED7,1057,493-388-5%$409.8K$384.8K-$25.0K2026-10-15
Cypress Wealth Services, LLC
DECREASED7,0467,122-76-1%$389.5K$385.1K-$4.4K2026-10-21
Private Wealth Management Group, LLC
DECREASED6,98510,902-3,917-36%$596.2K$378.3K-$217.9K2026-10-19
CoreCap Advisors, LLC
INCREASED6,9816,964+17+0%$380.8K$378.1K-$2.7K2026-10-08
RHS Financial, LLC
DECREASED6,8737,067-194-3%$386.5K$372.2K-$14.3K2026-10-13
Sharper & Granite LLC
INCREASED6,8616,846+15+0%$374.4K$312.0K-$62.4K2026-11-02
Willow Creek Wealth Management Inc.
UNCHANGED6,8386,83800%$374.0K$370.3K-$3.6K2026-10-26
Cutler Investment Counsel LLC
DECREASED6,6476,777-130-2%$370.6K$360.0K-$10.6K2026-10-28
Topel & Distasi Wealth Management, LLC
INCREASED6,6416,607+34+1%$361.3K$359.7K-$1.7K2026-11-05
WT Wealth Management
INCREASED6,5806,248+332+5%$341.7K$356.4K+$14.7K2026-10-13
WestHill Financial Advisors, Inc.
NEW6,559—+6,559——$355.2K—2026-10-14
Hughes Financial Services, LLC
INCREASED6,5396,512+27+0%$356.1K$332.6K-$23.6K2026-10-30
One Wealth Capital Management, LLC
DECREASED6,5128,686-2,174-25%$475.0K$352.7K-$122.3K2026-10-23
Apollon Wealth Management, LLC
INCREASED6,4595,980+479+8%$327.1K$349.8K+$22.8K2026-10-23
Peak Financial Management, Inc.
INCREASED6,4276,412+15+0%$350.7K$348.1K-$2.6K2026-10-16
Cornerstone Planning Group LLC
DECREASED6,4046,742-338-5%$351.3K$347.0K-$4.3K2026-10-16
Tempus Wealth Planning, LLC
DECREASED6,3636,457-94-1%$353.1K$344.6K-$8.5K2026-10-14
Cranbrook Wealth Management, LLC
DECREASED6,3546,940-586-8%$379.6K$344.1K-$35.4K2026-10-28
R. W. Roge & Company, Inc.
DECREASED6,2906,365-75-1%$348.0K$341.0K-$7.0K2026-11-04
Marino, Stram & Associates LLC
UNCHANGED6,1246,12400%$334.9K$331.7K-$3.2K2026-10-22
Natural Investments, LLC
NEW6,062—+6,062——$328.3K—2026-11-06
Mogy Joel R Investment Counsel Inc
UNCHANGED6,0376,03700%$330.2K$327.0K-$3.2K2026-10-13
Keener Financial Planning LLC
DECREASED5,9606,451-491-8%$352.0K$322.8K-$29.2K2026-11-06
Winter & Associates, Inc.
DECREASED5,8836,524-641-10%$356.8K$302.4K-$54.3K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED5,8765,87600%$321.4K$318.2K-$3.1K2026-11-02
Armstrong, Fleming & Moore, Inc
UNCHANGED5,7865,78600%$316.4K$313.4K-$3.1K2026-10-28
CFM Wealth Partners LLC
INCREASED5,7704,739+1,031+22%$259.2K$312.5K+$53.3K2026-11-05
Leverty Financial Group, LLC
INCREASED5,7234,393+1,330+30%$240.3K$310.0K+$69.7K2026-10-08
Bigelow Investment Advisors, LLC
DECREASED5,7065,975-269-4%$326.8K$309.0K-$17.7K2026-10-13
Financial Planning Fort Collins, LLC
INCREASED5,6645,661+3+0%$302.4K$306.8K+$4.4K2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED5,6505,65000%$309.0K$306.0K-$3.0K2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED5,6486,091-443-7%$333.1K$305.9K-$27.2K2026-10-13
W Advisors, LLC
DECREASED5,6165,639-230%$308.4K$304.2K-$4.2K2026-11-02
Elmwood Wealth Management, Inc.
INCREASED5,3604,810+550+11%$263.1K$290.3K+$27.2K2026-10-14
West Wealth Group, LLC
DECREASED5,3585,718-360-6%$312.7K$290.2K-$22.5K2026-10-14
Verus Capital Partners, LLC
INCREASED5,3534,790+563+12%$262.0K$289.9K+$28.0K2026-11-03
Institute for Wealth Management, Llc.
INCREASED5,3105,153+157+3%$281.8K$287.6K+$5.8K2026-11-06
Warren Street Wealth Advisors, LLC
DECREASED5,2966,717-1,421-21%$367.4K$286.8K-$80.5K2026-11-04
PFG Advisors
INCREASED5,2584,843+415+9%$264.9K$284.8K+$19.9K2026-10-16
Founders Financial Securities LLC
DECREASED5,2345,338-104-2%$291.9K$283.5K-$8.5K2026-10-28
Nations Financial Group Inc,
INCREASED5,1525,144+8+0%$281.3K$279.0K-$2.3K2026-11-05
Old Peak Finance LLC
UNCHANGED5,0945,09400%$278.6K$275.9K-$2.7K2026-11-02
Bison Wealth, LLC
DECREASED5,0795,097-180%$275.5K$272.9K-$2.6K2026-10-13
Keystone Wealth Services, LLC
DECREASED5,0525,321-269-5%$291.0K$275.7K-$15.3K2026-11-03
Financial Futures Ltd Liability Co.
DECREASED5,0485,451-403-7%$298.1K$273.4K-$24.7K2026-10-13
Courier Capital LLC
INCREASED5,0164,968+48+1%$271.7K$271.7K-$342026-10-19
Etesian Wealth Advisors, Inc.
INCREASED4,9834,953+30+1%$270.9K$269.9K-$1.0K2026-10-27
JB Capital LLC
INCREASED4,9204,604+316+7%$251.8K$266.4K+$14.7K2026-10-19
Armbruster Capital Management, Inc.
UNCHANGED4,9004,90000%$268.0K$265.4K-$2.6K2026-10-19
Wedbush Securities Inc
DECREASED4,82819,811-14,983-76%$1.1M$261-$1.1M2026-10-22
Csenge Advisory Group
INCREASED4,8064,597+209+5%$251.4K$260.3K+$8.9K2026-11-04
Worth Financial Advisory Group, LLC
INCREASED4,7894,659+130+3%$254.8K$259.4K+$4.6K2026-10-19
DWR Wealth Management, LLC
INCREASED4,7354,336+399+9%$233.8K$258.4K+$24.6K2026-10-13
Heritage Family Offices, LLP
UNCHANGED4,7334,73300%$258.8K$256.3K-$2.5K2026-11-02
Traveka Wealth, LLC
DECREASED4,7264,915-189-4%$268.8K$256.0K-$12.8K2026-10-19
AdvisorNet Financial, Inc
DECREASED4,7137,138-2,425-34%$390.4K$246.2K-$144.2K2026-10-15
Lodestar Private Asset Management LLC
INCREASED4,7034,622+81+2%$252.8K$254.7K+$1.9K2026-10-26
Asempa Wealth Advisors
DECREASED4,6735,479-806-15%$299.7K$253.3K-$46.4K2026-10-07
Valley National Advisers Inc
DECREASED4,6194,669-50-1%$255.4K$250.2K-$5.2K2026-10-23
True Link Financial Advisors, LLC
UNCHANGED4,6054,60500%$251.8K$249.4K-$2.4K2026-10-27
Baker Avenue Asset Management, LP
NEW4,522—+4,522——$244.9K—2026-11-06
Strategic Blueprint, LLC
DECREASED4,4295,675-1,246-22%$310.4K$239.9K-$70.5K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED4,4064,590-184-4%$251.0K$238.6K-$12.4K2026-11-05
Oregon Pacific Wealth Management, LLC
DECREASED4,3364,575-239-5%$250.2K$234.8K-$15.4K2026-10-20
Bestgate Wealth Advisors, LLC
NEW4,300—+4,300——$232.9K—2026-10-13
Symmetry Partners, LLC
DECREASED4,2634,272-90%$233.6K$230.9K-$2.8K2026-10-27
WBH Advisory Inc
INCREASED4,2414,171+70+2%$228.1K$229.7K+$1.6K2026-11-05
Fingerlakes Wealth Management, Inc.
DECREASED4,2214,247-26-1%$232.3K$228.6K-$3.7K2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED4,1894,359-170-4%$238.4K$226.9K-$11.5K2026-10-22
Sweeney & Michel, LLC
UNCHANGED4,1754,17500%$220.0K$226.1K+$6.2K2026-10-16
Endeavor Private Wealth, Inc.
DECREASED4,1334,217-84-2%$230.6K$223.9K-$6.8K2026-11-05
Eley Financial Management, Inc
DECREASED4,1294,398-269-6%$240.5K$223.6K-$16.9K2026-11-03
Integrity Advisory Solutions, LLC
UNCHANGED4,1154,11500%$225.0K$222.9K-$2.2K2026-10-29
Moss Adams Wealth Advisors LLC
NEW4,092—+4,092——$221.6K—2026-10-28
Livet Wealth, LLC
DECREASED4,0624,362-300-7%$238.6K$220.0K-$18.6K2026-10-27
Liberty Atlantic Advisors LLC
DECREASED4,0504,136-86-2%$226.2K$219.3K-$6.9K2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED4,0504,075-25-1%$222.9K$219.4K-$3.5K2026-10-23
TD Private Client Wealth LLC
INCREASED3,9903,941+49+1%$215.5K$216.1K+$5652026-10-28
Evergreen Private Wealth LLC
INCREASED3,9743,805+169+4%$208.1K$215.2K+$7.1K2026-10-30
Orin Green Financial, LLC
INCREASED3,9663,755+211+6%$205.4K$214.8K+$9.4K2026-10-19
Family Investment Center, Inc.
DECREASED3,9654,057-92-2%$221.9K$214.7K-$7.1K2026-10-19
Bangor Savings Bank
DECREASED3,9314,703-772-16%$257.2K$212.9K-$44.3K2026-10-06
Addison Advisors LLC
UNCHANGED3,9143,91400%$214.0K$212.0K-$2.1K2026-11-06
Kingswood Wealth Advisors, LLC
NEW3,911—+3,911——$211.8K—2026-10-23
Macroview Investment Management LLC
UNCHANGED3,9103,91000%$213.8K$211.8K-$2.1K2026-10-26
Darden Wealth Group Inc
UNCHANGED3,9033,90300%$213.5K$211.4K-$2.1K2026-11-06
MBE Wealth Management, LLC
DECREASED3,8924,339-447-10%$237.3K$210.8K-$26.5K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED3,8753,858+17+0%$211.0K$209.9K-$1.1K2026-11-05
Sentinel Trust Co LBA
DECREASED3,8604,022-162-4%$220$209.0K+$208.8K2026-11-03
Values Added Financial LLC
DECREASED3,8553,864-90%$211.3K$208.8K-$2.5K2026-10-28
Union Savings Bank
INCREASED3,8363,493+343+10%$191.0K$207.7K+$16.7K2026-10-14
American Financial & TAX Strategies Inc
UNCHANGED3,8233,82300%$209.1K$207.1K-$2.0K2026-10-16
Brewster Financial Planning LLC
DECREASED3,8123,896-84-2%$213.1K$206.5K-$6.6K2026-10-13
Lido Advisors, LLC
NEW3,797—+3,797——$205.6K—2026-11-04
Plan A Wealth LLC
DECREASED3,7354,489-754-17%$245.5K$202.3K-$43.2K2026-10-08
Gen-Wealth Partners Inc
DECREASED3,7224,387-665-15%$239.9K$201.6K-$38.4K2026-11-04
Meridian Wealth Management, LLC
UNCHANGED3,6983,69800%$202.2K$200.3K-$2.0K2026-11-05
Dynamic Wealth Strategies, LLC
UNCHANGED3,5143,51400%$192.2K$190.3K-$1.9K2026-10-16
TFC Financial Management, Inc.
UNCHANGED3,4253,42500%$187.3K$185.5K-$1.8K2026-10-26
Signaturefd, LLC
INCREASED2,7062,688+18+1%$147.0K$146.6K-$4502026-10-23
American Capital Advisory, LLC
DECREASED2,6952,834-139-5%$155.0K$146.0K-$9.0K2026-10-28
Ascentis Independent Advisors
NEW2,458—+2,458——$133.3K—2026-11-03
Finley Financial, LLC
UNCHANGED2,4202,42000%$132.4K$131.2K-$1.2K2026-10-28
GGM Financial LLC
UNCHANGED2,2382,23800%$122.4K$121.2K-$1.2K2026-11-05
Tsfg, LLC
UNCHANGED2,2002,20000%$120.0K$119-$119.9K2026-10-23
Trust Co of Vermont
INCREASED2,0851,990+95+5%$108.8K$112.9K+$4.1K2026-10-21
Deutsche Bank Ag\
INCREASED2,0001,594+406+25%$87.2K$108.3K+$21.1K2026-11-06
Pension & Wealth Management Advisors, Inc.
DECREASED1,9982,004-60%$109.6K$108.2K-$1.4K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED1,9461,94600%$106.4K$105.4K-$1.0K2026-10-05
WPG Advisers, LLC
UNCHANGED1,9071,90700%$104.3K$103.3K-$1.0K2026-10-27
AlphaCore Capital LLC
DECREASED1,8382,257-419-19%$123.4K$99.5K-$23.9K2026-11-04
Covestor Ltd
INCREASED1,7791,692+87+5%$93.0K$96-$92.9K2026-10-30
Clean Yield Group
UNCHANGED1,7081,70800%$93.4K$92.5K-$9052026-10-28
Frankly Finances, LLC
UNCHANGED1,5931,59300%$87.1K$86.3K-$8442026-10-28
JFS Wealth Advisors, LLC
DECREASED1,5111,759-248-14%$96.2K$81.8K-$14.4K2026-11-03
4Thought Financial Group Inc.
INCREASED1,4961,487+9+1%$81.3K$81.0K-$2902026-11-02
North Star Investment Management Corp.
UNCHANGED1,4461,44600%$79.1K$78.3K-$7672026-10-27
Clearstead Advisors, LLC
NEW1,226—+1,226——$66.4K—2026-11-06
American National Bank & Trust
UNCHANGED1,1001,10000%$60.2K$59.6K-$5832026-10-07
Hurley Capital, LLC
INCREASED1,099889+210+24%$48.6K$59.5K+$10.9K2026-11-05
Spire Wealth Management
DECREASED1,0872,038-951-47%$111.5K$58.9K-$52.6K2026-10-30
Balance Wealth Partners LLC
NEW1,010—+1,010——$54.7K—2026-10-27
Triumph Capital Management
NEW967—+967——$52.4K—2026-10-14
Princeton Global Asset Management LLC
UNCHANGED93493400%$51.1K$50.6K-$4952026-10-21
Provenance Wealth Advisors, LLC
NEW910—+910——$49.3K—2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED84284200%$46.0K$45.6K-$4462026-10-27
MJT & Associates Financial Advisory Group, Inc.
INCREASED734722+12+2%$39.5K$39.8K+$2672026-10-07
Golden State Wealth Management, LLC
UNCHANGED71171100%$38.9K$38.5K-$3762026-11-02
Lanark Financial, Inc.
INCREASED684651+33+5%$35.6K$37.0K+$1.4K2026-10-26
Winthrop Capital Management, LLC
DECREASED615824-209-25%$45.0K$33.3K-$11.7K2026-11-05
IFP Advisors, Inc
DECREASED590591-10%$32.3K$32.0K-$3682026-10-16
Tompkins Financial Corp
UNCHANGED59059000%$32.3K$32.0K-$3132026-10-05
DeDora Capital, Inc.
DECREASED5334,362-3,829-88%$238.6K$28.9K-$209.7K2026-10-26
Buck Wealth Strategies, LLC
INCREASED483366+117+32%$20.0K$26.1K+$6.1K2026-10-28
First Bancorp, Inc
UNCHANGED46246200%$25.3K$25.0K-$2452026-10-26
TD Waterhouse Canada Inc.
INCREASED456212+244+115%$11.3K$24.7K+$13.5K2026-10-16
Root Financial Partners, LLC
NEW454—+454——$24.6K—2026-10-21
Evolution Wealth Management Inc.
DECREASED4461,445-999-69%$79.0K$24.2K-$54.9K2026-10-28
Birch Financial Group, LLC
NEW408—+408——$22.1K—2026-10-27
Manchester Capital Management LLC
UNCHANGED37537500%$20.5K$20.3K-$1992026-10-22
Blueline Advisors LLC
INCREASED320313+7+2%$17.1K$17.3K+$1882026-10-15
NBT Bank, N.A.
DECREASED267578-311-54%$31.6K$14.5K-$17.2K2026-10-21
Nfsg Corp
NEW258—+258——$14.0K—2026-10-15
Ares Financial Consulting, LLC
UNCHANGED24124100%$13.2K$13.1K-$1272026-10-19
Tradewinds Capital Management, LLC
INCREASED223214+9+4%$11.7K$12.1K+$3742026-10-23
Center for Financial Planning, Inc.
UNCHANGED19919900%$10.9K$10.8K-$1072026-10-26
Harbor Investment Advisory, LLC
INCREASED198160+38+24%$8.8K$10.7K+$2.0K2026-10-13
Centerpoint Advisors, LLC
INCREASED191178+13+7%$10$10$02026-11-05
Cdkv Holdings LLC
UNCHANGED17217200%$9.4K$9.3K-$912026-10-28
West Branch Capital LLC
NEW171—+171——$9.3K—2026-10-20
SBI Securities Co., Ltd.
DECREASED168191-23-12%$10.4K$9.1K-$1.3K2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED16716700%$9.1K$9.1K-$882026-10-23
Cape Investment Advisory, Inc.
UNCHANGED15815800%$8.6K$8.6K-$842026-10-13
Hanson & Doremus Investment Management
UNCHANGED13813800%$8$7-$12026-10-16
Gamma Investing LLC
DECREASED118931-813-87%$50.9K$6.4K-$44.5K2026-10-08
Abound Wealth Management
UNCHANGED10010000%$5.5K$5.4K-$532026-10-26
Maseco LLP
DECREASED92165-73-44%$9.0K$5.0K-$4.0K2026-10-27
Noble Wealth Management PBC
UNCHANGED878700%$4.7K$4.7K-$462026-10-01
Phillip James Consulting Co.
NEW78—+78——$4.2K—2026-11-03
Creative Financial Designs Inc
DECREASED7687-11-13%$4.8K$4.1K-$6422026-11-04
Laurel Wealth Advisors LLC
NEW75—+75——$4.1K—2026-10-27
Decker Retirement Planning Inc.
DECREASED7019,462-19,392-100%$1.1M$3.8K-$1.1M2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED646400%$3.5K$3.5K-$342026-11-02
Capital Investment Advisory Services, LLC
DECREASED6266-4-6%$3.6K$3.4K-$2522026-10-30
Signature Resources Capital Management, LLC
UNCHANGED616100%$3.3K$3.3K-$322026-10-16
Concord Wealth Partners
DECREASED4972-23-32%$3.9K$2.7K-$1.3K2026-11-02
Latitude Advisors, LLC
NEW46—+46——$2.5K—2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED454500%$2.5K$2.4K-$242026-10-20
Barrett & Company, Inc.
UNCHANGED434300%$2.4K$2.3K-$232026-10-22
Evermay Wealth Management LLC
UNCHANGED404000%$2.2K$2.2K-$212026-11-05
Bare Financial Services, Inc
NEW37—+37——$2.0K—2026-11-04
Key Capital Management, Inc
DECREASED2629-3-10%$1.6K$1.4K-$1782026-11-03
Mainstream Capital Management LLC
NEW20—+20——$1.1K—2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED181800%$984$975-$92026-10-23
Key FInancial Inc
UNCHANGED171700%$930$921-$92026-11-02
Davis Capital Management
UNCHANGED121200%$656$650-$62026-10-08
Retirement Wealth Solutions LLC
DECREASED78-1-12%$437$390-$472026-10-07
Silver Grove Financial Group, Inc.
INCREASED43+1+33%$188$190+$22026-11-05
Ameraudi Asset Management, Inc.
CLOSED015,284-15,284-100%$835.9K$0-$835.9K2026-11-05
Trust Co of Toledo NA
CLOSED010,424-10,424-100%$570.1K$0-$570.1K2026-10-16
KPP Advisory Services LLC
CLOSED05,453-5,453-100%$298.2K$0-$298.2K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED04,733-4,733-100%$258.8K$0-$258.8K2026-10-27
Patriot Financial Group Insurance Agency, LLC
CLOSED04,415-4,415-100%$241.5K$0-$241.5K2026-10-14
Capital Asset Advisory Services LLC
CLOSED04,047-4,047-100%$221.3K$0-$221.3K2026-10-30
Absolute Capital Management, LLC
CLOSED03,749-3,749-100%$205.1K$0-$205.1K2026-10-16
Ascent Group, LLC
CLOSED03,720-3,720-100%$203.4K$0-$203.4K2026-10-30
Trek Financial, LLC
CLOSED03,697-3,697-100%$202.2K$0-$202.2K2026-10-29
International Assets Investment Management, LLC
CLOSED03,417-3,417-100%$181.5K$0-$181.5K2026-11-02
Strategic Wealth Advisors LLC
CLOSED0466-466-100%$20$0-$202026-11-06
MCF Advisors LLC
CLOSED0360-360-100%$19.7K$0-$19.7K2026-10-28
Gill Capital Partners, LLC
CLOSED0325-325-100%$17.8K$0-$17.8K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0294-294-100%$16.1K$0-$16.1K2026-10-26
Pinnacle Bancorp, Inc.
CLOSED0260-260-100%$14.2K$0-$14.2K2026-10-21
Midway Capital Research & Management
CLOSED0178-178-100%$9.7K$0-$9.7K2026-10-20
RMG Wealth Management LLC
CLOSED014-14-100%$746$0-$7462026-10-26
Realta Investment Advisors
CLOSED013-13-100%$711$0-$7112026-10-14
Tucker Asset Management LLC
CLOSED013-13-100%$711$0-$7112026-10-29
3Chopt Investment Partners, LLC
CLOSED011-11-100%$602$0-$6022026-10-30
Bank of America Corp
N/A—16,489,651-16,489,651-100%$901.8M———
Morgan Stanley
N/A—5,936,258-5,936,258-100%$324.7M———
Northern Trust Corp
N/A—5,462,480-5,462,480-100%$298.7M———
Empower Advisory Group, LLC
N/A—4,655,004-4,655,004-100%$254.6M———
WIT, LLC
N/A—4,518,911-4,518,911-100%$247.1M———
FMR LLC
N/A—3,292,738-3,292,738-100%$180.1M———
Betterment LLC
N/A—3,042,236-3,042,236-100%$166.4M———
JPMorgan Chase & Co
N/A—2,822,780-2,822,780-100%$152.2M———
Tiaa Wealth Investment Management LLC
N/A—2,776,338-2,776,338-100%$149.7M———
Envestnet Asset Management Inc
N/A—2,621,901-2,621,901-100%$143.4M———
Wealthfront Advisers LLC
N/A—2,516,931-2,516,931-100%$137.7M———
Wells Fargo & Company
N/A—1,718,903-1,718,903-100%$94.0M———
BlackRock, Inc.
N/A—1,703,590-1,703,590-100%$93.2M———
Ameriprise Financial Inc
N/A—1,299,752-1,299,752-100%$71.8M———
UBS Group AG
N/A—1,283,116-1,283,116-100%$70.2M———
Acorns Advisers, LLC
N/A—1,187,994-1,187,994-100%$65.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,041,491-1,041,491-100%$57.0M———
Mercer Global Advisors Inc
N/A—932,491-932,491-100%$51.0M———
Flputnam Investment Management Co
N/A—734,756-734,756-100%$40.5M———
Northwestern Mutual Wealth Management Co
N/A—730,940-730,940-100%$40.0M———
Goldman Sachs Group Inc
N/A—718,646-718,646-100%$39.3M———
M&T Bank Corp
N/A—693,861-693,861-100%$37.9M———
Royal Bank of Canada
N/A—665,440-665,440-100%$36.4M———
Jane Street Group, LLC
N/A—500,000-500,000-100%$27.3M———
Envestnet Portfolio Solutions, Inc.
N/A—425,195-425,195-100%$23.3M———
Fiduciary Trust Co
N/A—407,888-407,888-100%$22.3M———
HighTower Advisors, LLC
N/A—349,451-349,451-100%$19.1M———
Beacon Pointe Advisors, LLC
N/A—339,722-339,722-100%$18.6M———
Raymond James Financial Inc
N/A—331,003-331,003-100%$18.1M———
SEI Investments Co
N/A—322,945-322,945-100%$17.7M———
Cetera Investment Advisers
N/A—319,148-319,148-100%$17.5M———
Mariner, LLC
N/A—312,630-312,630-100%$17.1M———
Alliancebernstein L.P.
N/A—282,277-282,277-100%$12.8M———
Global Retirement Partners, LLC
N/A—193,007-193,007-100%$10.6M———
Forefront Analytics, LLC
N/A—192,398-192,398-100%$10.5M———
Composition Wealth, LLC
N/A—186,685-186,685-100%$10.2M———
MML Investors Services, LLC
N/A—174,125-174,125-100%$9.5M———
Jones Financial Companies Lllp
N/A—171,457-171,457-100%$9.2M———
Marshall Wace, LLP
N/A—170,076-170,076-100%$9.3M———
Ellevest, Inc.
N/A—169,106-169,106-100%$428.8K———
Ally Invest Advisors Inc.
N/A—169,049-169,049-100%$9.2M———
Oxford Financial Group, Ltd. LLC
N/A—153,284-153,284-100%$8.4M———
Bank of Montreal
N/A—150,083-150,083-100%$8.2M———
NewEdge Advisors, LLC
N/A—139,626-139,626-100%$7.6M———
Focus Partners Wealth
N/A—132,262-132,262-100%$7.2M———
Steward Partners Investment Advisory, LLC
N/A—127,903-127,903-100%$7.0M———
Brown Advisory Inc
N/A—123,954-123,954-100%$6.8M———
Alesco Advisors, LLC, An ESL Co
N/A—121,454-121,454-100%$6.6M———
MAI Capital Management
N/A—109,539-109,539-100%$6.0M———
Quent Capital, LLC
N/A—107,893-107,893-100%$5.9M———
Stifel Financial Corp
N/A—106,171-106,171-100%$5.8M———
Wealthspire Advisors, LLC
N/A—101,665-101,665-100%$5.6M———
Cerity Partners LLC
N/A—100,292-100,292-100%$5.5M———
Northstar Asset Management Inc
N/A—100,200-100,200-100%$5.5M———
Financial Engines Advisors L.L.C.
N/A—95,940-95,940-100%$5.2M———
Sand Hill Global Advisors, LLC
N/A—92,355-92,355-100%$5.1M———
Janney Montgomery Scott LLC
N/A—88,721-88,721-100%$4.9M———
Rockefeller Capital Management L.P.
N/A—83,930-83,930-100%$4.6M———
Centennial Bank
N/A—80,250-80,250-100%$4.4M———
Raffa Wealth Management, LLC
N/A—75,966-75,966-100%$4.2M———
Baird Financial Group, Inc.
N/A—70,631-70,631-100%$3.9M———
Atomic Invest LLC
N/A—70,239-70,239-100%$3.8M———
AlTi Global, Inc.
N/A—70,186-70,186-100%$3.8M———
&partners
N/A—69,962-69,962-100%$3.8M———
GeoWealth Management, LLC
N/A—66,693-66,693-100%$3.6M———
Koss-Olinger Consulting, LLC
N/A—61,944-61,944-100%$3.4M———
Harbour Investments, Inc.
N/A—60,404-60,404-100%$3.3M———
Crux Wealth Advisors
N/A—59,144-59,144-100%$3.2M———
Wescott Financial Advisory Group, LLC
N/A—58,079-58,079-100%$3.2M———
State of Wisconsin Investment Board
N/A—57,159-57,159-100%$3.1M———
Blue Edge Capital, LLC
N/A—55,892-55,892-100%$3.1M———
Avise Financial Cooperative, Inc.
N/A—53,840-53,840-100%$2.9M———
Advisory Services Network, LLC
N/A—53,593-53,593-100%$2.9M———
One Capital Management, LLC
N/A—53,260-53,260-100%$2.4M———
Moneta Group Investment Advisors LLC
N/A—53,144-53,144-100%$2.9M———
Captrust Financial Advisors
N/A—52,988-52,988-100%$2.9M———
Sanctuary Advisors, LLC
N/A—51,050-51,050-100%$2.8M———
Orion Porfolio Solutions, LLC
N/A—50,724-50,724-100%$2.8M———
Citadel Advisors LLC
N/A—50,519-50,519-100%$2.8M———
One Wealth Advisors, LLC
N/A—46,912-46,912-100%$2.6M———
Focus Partners Advisor Solutions, LLC
N/A—46,725-46,725-100%$2.6M———
Osaic Holdings, Inc.
N/A—46,287-46,287-100%$2.5M———
Pitcairn Wealth Advisors LLC
N/A—45,683-45,683-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—45,550-45,550-100%$2.5M———
Natixis Advisors, LLC
N/A—41,579-41,579-100%$2.3M———
Heritage Wealth Advisors
N/A—41,252-41,252-100%$2.3M———
Acadian Asset Management LLC
N/A—41,232-41,232-100%$2.3M———
EP Wealth Advisors, LLC
N/A—39,567-39,567-100%$2.2M———
Tiaa Trust, National Association
N/A—39,118-39,118-100%$2.1M———
Alaska Wealth Advisors, LLC
N/A—38,634-38,634-100%$2.1M———
Franklin Resources Inc
N/A—38,589-38,589-100%$2.1M———
Haverford Trust Co
N/A—37,866-37,866-100%$2.1M———
United Capital Financial Advisors, LLC
N/A—37,773-37,773-100%$2.1M———
Equitable Holdings, Inc.
N/A—37,361-37,361-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—37,247-37,247-100%$2.0M———
Aptus Capital Advisors, LLC
N/A—37,082-37,082-100%$2.0M———
Davis Wealth Advisors, LLC
N/A—36,669-36,669-100%$2.0M———
NorthRock Partners, LLC
N/A—35,948-35,948-100%$2.0M———
Twin Focus Capital Partners, LLC
N/A—32,786-32,786-100%$1.8M———
CreativeOne Wealth, LLC
N/A—32,409-32,409-100%$1.8M———
Silver OAK Wealth Advisors Services, LLC
N/A—31,278-31,278-100%$1.7M———
Savvy Advisors, Inc.
N/A—30,395-30,395-100%$1.7M———
JMG Financial Group, Ltd.
N/A—29,701-29,701-100%$1.6M———
Hilltop Wealth Advisors, LLC
N/A—29,187-29,187-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—28,674-28,674-100%$1.6M———
Renaissance Technologies LLC
N/A—27,600-27,600-100%$1.5M———
EQ LLC
N/A—27,251-27,251-100%$1.5M———
Johnson Financial Group, Inc.
N/A—25,427-25,427-100%$1.4M———
Balanced Rock Investment Advisors LLC
N/A—25,159-25,159-100%$1.4M———
Mutual Advisors, LLC
N/A—23,849-23,849-100%$1.3M———
Seeds Investor LLC
N/A—23,281-23,281-100%$1.3M———
Pure Financial Advisors, LLC
N/A—23,082-23,082-100%$1.3M———
Greykasell Wealth Strategies, Inc.
N/A—22,782-22,782-100%$1.2M———
Western Wealth Management, LLC
N/A—20,386-20,386-100%$1.1M———
SageView Advisory Group, LLC
N/A—19,668-19,668-100%$1.1M———
Van Hulzen Asset Management, LLC
N/A—19,514-19,514-100%$1.1M———
Cresset Asset Management, LLC
N/A—18,825-18,825-100%$1.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—18,470-18,470-100%$1.0M———
Commerce Bank
N/A—17,566-17,566-100%$960.7K———
MainStreet Investment Advisors LLC
N/A—17,510-17,510-100%$957.6K———
Napier Financial, LLC
N/A—17,366-17,366-100%$949.7K———
Modern Wealth Management, LLC
N/A—17,075-17,075-100%$933.8K———
Huntington National Bank
N/A—16,654-16,654-100%$910.8K———
Whittier Trust Co
N/A—16,461-16,461-100%$889.7K———
Arax Advisory Partners
N/A—15,776-15,776-100%$862.8K———
Ethos Financial Group, LLC
N/A—15,429-15,429-100%$756.8K———
Keel Point, LLC
N/A—15,376-15,376-100%$840.9K———
Snowden Capital Advisors LLC
N/A—15,352-15,352-100%$839.6K———
Capital Analysts, LLC
N/A—15,319-15,319-100%$838.0K———
World Investment Advisors
N/A—15,114-15,114-100%$692.2K———
Yukon Wealth Management, Inc.
N/A—14,861-14,861-100%$812.8K———
Fort Point Capital Partners LLC
N/A—14,603-14,603-100%$798.6K———
PFG Investments, LLC
N/A—14,079-14,079-100%$770.0K———
Brown Brothers Harriman & Co
N/A—13,538-13,538-100%$740.4K———
Coldstream Capital Management Inc
N/A—13,464-13,464-100%$736.4K———
Portland Global Advisors LLC
N/A—13,275-13,275-100%$726.0K———
Evolve Private Wealth, LLC
N/A—13,210-13,210-100%$722.5K———
Summit Wealth Group, LLC
N/A—13,120-13,120-100%$717.5K———
Regal Investment Advisors LLC
N/A—12,540-12,540-100%$685.8K———
MA Private Wealth
N/A—12,096-12,096-100%$661.5K———
Federation des caisses Desjardins du Quebec
N/A—12,015-12,015-100%$657.1K———
Private Advisor Group, LLC
N/A—11,558-11,558-100%$632.1K———
Range Advisory, LLC
N/A—11,241-11,241-100%$614.8K———
HSBC Holdings PLC
N/A—10,709-10,709-100%$585.7K———
BlueStem Wealth Partners, LLC
N/A—9,977-9,977-100%$545.6K———
Meridian Wealth Partners, LLC
N/A—9,831-9,831-100%$537.7K———
Plum Street Advisors, LLC
N/A—9,290-9,290-100%$508.1K———
Caprock Group, LLC
N/A—8,718-8,718-100%$476.8K———
Bartlett & Co. Wealth Management LLC
N/A—8,600-8,600-100%$470.3K———
Keystone Financial Services
N/A—8,577-8,577-100%$469.1K———
AE Wealth Management LLC
N/A—8,404-8,404-100%$459.6K———
Pathstone Holdings, LLC
N/A—8,249-8,249-100%$451.2K———
RED Reef Advisors LLC
N/A—8,239-8,239-100%$450.6K———
Wealth Alliance, LLC
N/A—7,923-7,923-100%$433.3K———
Per Stirling Capital Management, Llc.
N/A—7,764-7,764-100%$424.6K———
Bradley Foster & Sargent Inc
N/A—7,667-7,667-100%$419.3K———
Gateway Wealth Partners, LLC
N/A—7,632-7,632-100%$417.4K———
Retirement Income Solutions, Inc
N/A—7,628-7,628-100%$346.8K———
McCartney Wealth Management LLC
N/A—7,563-7,563-100%$413.6K———
O'shaughnessy Asset Management, LLC
N/A—7,457-7,457-100%$407.8K———
SCS Capital Management LLC
N/A—7,280-7,280-100%$398.1K———
LifePlan Investment Advisors, Inc.
N/A—7,207-7,207-100%$394.2K———
Theory Financial LLC
N/A—7,180-7,180-100%$392.7K———
Stratos Wealth Partners, Ltd.
N/A—7,009-7,009-100%$383.4K———
Noble Wealth Partners LLC
N/A—6,960-6,960-100%$380.7K———
Cornerstone Financial Management LLC
N/A—6,730-6,730-100%$368.1K———
Freestone Capital Holdings, LLC
N/A—6,721-6,721-100%$367.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—6,693-6,693-100%$366.0K———
Cape ANN Savings Bank
N/A—6,668-6,668-100%$364.7K———
Causey Wealth LLC
N/A—6,462-6,462-100%$353.4K———
Venturi Wealth Management, LLC
N/A—6,374-6,374-100%$348.6K———
Continuum Advisory, LLC
N/A—6,337-6,337-100%$346.6K———
Capasso Planning Partners LLC
N/A—6,187-6,187-100%$338.4K———
Spinnaker Trust
N/A—6,061-6,061-100%$331.5K———
Empowered Funds, LLC
N/A—5,971-5,971-100%$326.6K———
Kingsview Wealth Management, LLC
N/A—5,890-5,890-100%$322.1K———
AQR Capital Management LLC
N/A—5,766-5,766-100%$315.4K———
Rogco, LP
N/A—5,398-5,398-100%$295.2K———
Glenmede Trust Co NA
N/A—5,383-5,383-100%$294.4K———
Freedom Investment Management, Inc.
N/A—5,284-5,284-100%$289.0K———
Wealthgarden F.S. LLC
N/A—5,278-5,278-100%$288.7K———
Keebeck Wealth Management
N/A—5,091-5,091-100%$278.4K———
Francis Financial, Inc.
N/A—5,025-5,025-100%$274.8K———
Bogart Wealth, LLC
N/A—5,019-5,019-100%$274.5K———
Veridan Wealth LLC
N/A—4,965-4,965-100%$271.5K———
Odyssey Group, LLC
N/A—4,961-4,961-100%$271.3K———
Gladstone Institutional Advisory LLC
N/A—4,842-4,842-100%$264.8K———
Planning Alternatives LTD
N/A—4,788-4,788-100%$261.9K———
Fairview Capital Investment Management, LLC
N/A—4,600-4,600-100%$251.6K———
SK Wealth Management, LLC
N/A—4,466-4,466-100%$233.7K———
EFG International AG
N/A—4,452-4,452-100%$243.5K———
1ST Source Bank
N/A—4,364-4,364-100%$238.7K———
Tradition Wealth Management, LLC
N/A—4,328-4,328-100%$236.7K———
Summit Financial, LLC
N/A—4,161-4,161-100%$227.6K———
Verity Wealth Advisors
N/A—4,062-4,062-100%$222.2K———
Financial Alternatives, Inc
N/A—4,047-4,047-100%$221.3K———
Massachusetts Financial Services Co
N/A—3,968-3,968-100%$381.5K———
Rockbridge Investment Management, LCC
N/A—3,965-3,965-100%$216.8K———
Hamrick Investment Counsel, llc
N/A—3,965-3,965-100%$216.8K———
Fiduciary Counselling Inc
N/A—3,930-3,930-100%$215.0K———
Vanguard Advisers Inc
N/A—3,878-3,878-100%$212.1K———
Sovereign Financial Group, Inc.
N/A—3,865-3,865-100%$211.4K———
BSW Wealth Partners
N/A—3,847-3,847-100%$210.4K———
Shared Vision Wealth Group LLC
N/A—3,709-3,709-100%$202.9K———
Chicago Wealth Management, Inc.
N/A—3,698-3,698-100%$202.2K———
Dorsey & Whitney Trust Co LLC
N/A—3,659-3,659-100%$200.1K———
Smartleaf Asset Management LLC
N/A—3,642-3,642-100%$196.3K———
IFG Advisory, LLC
N/A—3,483-3,483-100%$190.5K———
Urban Financial Advisory Corp
N/A—3,235-3,235-100%$176.9K———
Manning & Napier Advisors LLC
N/A—2,783-2,783-100%$152.2K———
Transamerica Financial Advisors, LLC
N/A—2,690-2,690-100%$147.1K———
Basecamp Wealth Advisors LLC
N/A—2,482-2,482-100%$135.7K———
Motco
N/A—2,184-2,184-100%$119.4K———
Godfrey Financial Associates, Inc.
N/A—1,895-1,895-100%$103.7K———
Founders Financial Alliance, LLC
N/A—1,817-1,817-100%$99.4K———
Prudential PLC
N/A—1,800-1,800-100%$98.4K———
Gould Capital, LLC
N/A—1,797-1,797-100%$98.3K———
WealthCollab, LLC
N/A—1,562-1,562-100%$85.4K———
Morris Financial Concepts, Inc.
N/A—1,331-1,331-100%$72.8K———
Fiduciary Financial Advisors
N/A—1,274-1,274-100%$69.7K———
Smithfield Trust Co
N/A—1,142-1,142-100%$64———
Whittier Trust Co of Nevada Inc
N/A—1,107-1,107-100%$58.2K———
C M Bidwell & Associates LTD
N/A—1,104-1,104-100%$60.4K———
Nalls Sherbakoff Group, LLC
N/A—1,046-1,046-100%$57.2K———
UBS Asset Management Americas LLC
N/A—1,007-1,007-100%$55.1K———
Geneos Wealth Management Inc.
N/A—869-869-100%$47.5K———
Hollencrest Capital Management
N/A—853-853-100%$46.7K———
Dunhill Financial, LLC
N/A—769-769-100%$42.1K———
Vision Retirement, LLC
N/A—704-704-100%$38.5K———
BOK Financial Private Wealth, Inc.
N/A—701-701-100%$38.3K———
Howe & Rusling Inc
N/A—667-667-100%$36.5K———
FAS Wealth Partners, Inc.
N/A—518-518-100%$28.3K———
CVA Family Office, LLC
N/A—475-475-100%$26.0K———
Rice Partnership, LLC
N/A—474-474-100%$25.9K———
Keating Financial Advisory Services, Inc.
N/A—420-420-100%$23.0K———
Crewe Advisors LLC
N/A—395-395-100%$21.6K———
Highland Investment Advisors LLC
N/A—393-393-100%$21.5K———
Hantz Financial Services, Inc.
N/A—375-375-100%$21———
Ancora Advisors LLCA
N/A—373-373-100%$20.4K———
Atlantic Union Bankshares Corp
N/A—354-354-100%$19.4K———
Timbuktu Capital Management, LLC
N/A—341-341-100%$18.7K———
Ameritas Investment Partners, Inc.
N/A—290-290-100%$15.9K———
Bravera Wealth
N/A—290-290-100%$15.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—267-267-100%$14.6K———
BFC Planning, Inc.
N/A—267-267-100%$14.6K———
JDM Financial Group LLC
N/A—241-241-100%$13.2K———
WealthShield Partners, LLC
N/A—236-236-100%$12.9K———
Kilter Group LLC
N/A—205-205-100%$11.2K———
Ameriflex Group, Inc.
N/A—204-204-100%$11.2K———
1 North Wealth Services LLC
N/A—145-145-100%$7.9K———
Front Row Advisors LLC
N/A—120-120-100%$6.3K———
GW&K Investment Management, LLC
N/A—89-89-100%$5———
Wellington-Altus USA Inc.
N/A—85-85-100%$3.9K———
Tidemark, LLC
N/A—81-81-100%$4.4K———
JPL Wealth Management, LLC
N/A—72-72-100%$3.9K———
XP Advisory US, Inc.
N/A—49-49-100%$2.7K———
Financial Life Planners
N/A—27-27-100%$1.5K———
Colonial Trust Advisors
N/A—26-26-100%$1.4K———
Private Wealth Asset Management, LLC
N/A—26-26-100%$1.4K———
Caitlin John, LLC
N/A—23-23-100%$1.3K———
Mcguire Capital Advisors Inc
N/A—15-15-100%$820———
Financial Gravity Companies, Inc.
N/A—5-5-100%$273———
Glassman Wealth Services
N/A—1-1-100%$55———
Strategic Wealth Partners, Ltd.
N/A—00—$8———
Showing 667 of 667 institutions