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Ishares 0-5 YR HY Corp Bond (SHYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares14,009,554 from 13,266,671
Change+742,883 (+6%)
Value$577.9M (+$15.3M)
Filed 2026-10-21
Japan Science & Technology Agency
UNCHANGED
Shares4,450,000 from 4,450,000
Change0 (0%)
Value$183.6M (-$5.2M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares3,580,119 from 3,384,414
Change+195,705 (+6%)
Value$147.7M (+$4.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,979,045 from 1,916,056
Change+62,989 (+3%)
Value$81.6M (+$375.7K)
Filed 2026-11-02
Arch Capital Group Ltd.
UNCHANGED
Shares1,531,250 from 1,531,250
Change0 (0%)
Value$63.2M (-$1.8M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares1,193,898 from 1,178,652
Change+15,246 (+1%)
Value$49.2M (-$738.4K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares924,561 from 879,237
Change+45,324 (+5%)
Value$38.1M (+$849.7K)
Filed 2026-11-04
Sound Income Strategies, LLC
DECREASED
Shares760,280 from 1,017,630
Change-257,350 (-25%)
Value$31.3M (-$11.8M)
Filed 2026-10-09
Gibbs Wealth Management
INCREASED
Shares622,219 from 545,835
Change+76,384 (+14%)
Value$25.7M (+$2.5M)
Filed 2026-10-22
High Probability Advisors, LLC
INCREASED
Shares597,162 from 568,588
Change+28,574 (+5%)
Value$24.6M (+$519.1K)
Filed 2026-10-19
Baker Avenue Asset Management, LP
INCREASED
Shares594,214 from 574,072
Change+20,142 (+4%)
Value$24.5M (+$164.9K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares575,550 from 552,453
Change+23,097 (+4%)
Value$23.7M (+$311.9K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares528,475 from 512,389
Change+16,086 (+3%)
Value$21.8K (-$21.7M)
Filed 2026-10-26
Matthew Goff Investment Advisor, LLC
INCREASED
Shares505,854 from 482,367
Change+23,487 (+5%)
Value$20.9M (+$409.3K)
Filed 2026-10-13
BlueSky Wealth Advisors, LLC
INCREASED
Shares479,783 from 453,800
Change+25,983 (+6%)
Value$19.8M (+$545.4K)
Filed 2026-10-29
Atwood & Palmer Inc
INCREASED
Shares473,032 from 465,716
Change+7,316 (+2%)
Value$19.5M (-$238.5K)
Filed 2026-10-08
Ninety One UK Ltd
DECREASED
Shares439,879 from 579,677
Change-139,798 (-24%)
Value$18.1M (-$6.4M)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares392,434 from 382,042
Change+10,392 (+3%)
Value$16.2M (-$14.5K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares361,881 from 297,786
Change+64,095 (+22%)
Value$14.9M (+$2.3M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares357,860 from 316,580
Change+41,280 (+13%)
Value$14.8M (+$1.3M)
Filed 2026-10-30
Sweeney & Michel, LLC
INCREASED
Shares340,550 from 337,554
Change+2,996 (+1%)
Value$14.0M (-$180.2K)
Filed 2026-10-16
Foronjy Financial LLC
INCREASED
Shares335,265 from 302,880
Change+32,385 (+11%)
Value$13.8M (+$984.6K)
Filed 2026-10-14
S&A Financial Services, Inc.
INCREASED
Shares283,072 from 280,282
Change+2,790 (+1%)
Value$11.7M (-$210.1K)
Filed 2026-11-03
Peak Financial Management, Inc.
INCREASED
Shares280,963 from 271,489
Change+9,474 (+3%)
Value$11.6M (+$75.9K)
Filed 2026-10-16
Powers Advisory Group, LLC
INCREASED
Shares271,105 from 251,518
Change+19,587 (+8%)
Value$11.2M (+$516.2K)
Filed 2026-10-14
Verdence Capital Advisors LLC
NEW
Shares266,886
Change+266,886
Value$11.0M
Filed 2026-10-26
Freestate Advisors LLC
DECREASED
Shares263,228 from 265,076
Change-1,848 (-1%)
Value$10.9M (-$383.7K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares256,624 from 196,542
Change+60,082 (+31%)
Value$10.6M (+$2.3M)
Filed 2026-10-29
Kitching Partners, LLC
INCREASED
Shares241,301 from 229,252
Change+12,049 (+5%)
Value$10.0M (+$231.1K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares238,250 from 128,135
Change+110,115 (+86%)
Value$9.8M (+$4.4M)
Filed 2026-10-29
Portside Wealth Group, LLC
INCREASED
Shares235,370 from 209,365
Change+26,005 (+12%)
Value$9.7M (+$829.8K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares234,350 from 337,135
Change-102,785 (-30%)
Value$9.7M (-$4.6M)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares216,601 from 215,454
Change+1,147 (+1%)
Value$8.9M (-$202.6K)
Filed 2026-11-06
Twelve Points Wealth Management LLC
DECREASED
Shares216,416 from 270,157
Change-53,741 (-20%)
Value$8.9M (-$2.5M)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares211,461 from 201,089
Change+10,372 (+5%)
Value$8.7M (+$194.6K)
Filed 2026-11-05
Curtis Advisory Group, LLC
INCREASED
Shares210,022 from 205,212
Change+4,810 (+2%)
Value$8.7M (-$39.6K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
INCREASED
Shares199,413 from 127,431
Change+71,982 (+56%)
Value$8.2M (+$2.8M)
Filed 2026-10-09
Hudock, Inc.
INCREASED
Shares191,704 from 157,723
Change+33,981 (+22%)
Value$7.9M (+$1.2M)
Filed 2026-10-14
Towercrest Capital Management
INCREASED
Shares186,235 from 175,323
Change+10,912 (+6%)
Value$7.7M (+$246.7K)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares181,784 from 169,050
Change+12,734 (+8%)
Value$7.5M (+$329.2K)
Filed 2026-10-13
Livet Wealth, LLC
INCREASED
Shares177,592 from 168,489
Change+9,103 (+5%)
Value$7.3M (+$180.0K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares177,516 from 180,364
Change-2,848 (-2%)
Value$7.3M (-$326.7K)
Filed 2026-10-14
Smith Salley Wealth Management
INCREASED
Shares171,963 from 171,419
Change+544 (+0%)
Value$7.1M (-$176.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares163,865 from 244,899
Change-81,034 (-33%)
Value$6.8K (-$10.4M)
Filed 2026-11-02
Manske Wealth Management
INCREASED
Shares162,145 from 145,122
Change+17,023 (+12%)
Value$6.7M (+$533.9K)
Filed 2026-10-26
Alliance Wealth Management Group
INCREASED
Shares150,618 from 142,228
Change+8,390 (+6%)
Value$6.2M (+$181.1K)
Filed 2026-10-29
Sigma Investment Counselors Inc
INCREASED
Shares149,933 from 108,428
Change+41,505 (+38%)
Value$6.2M (+$1.6M)
Filed 2026-10-27
Integrity Alliance, Llc.
DECREASED
Shares149,635 from 203,697
Change-54,062 (-27%)
Value$6.2M (-$2.5M)
Filed 2026-10-29
Independent Solutions Wealth Management, LLC
DECREASED
Shares148,407 from 154,051
Change-5,644 (-4%)
Value$6.1M (-$411.5K)
Filed 2026-10-28
Courier Capital LLC
INCREASED
Shares144,379 from 142,466
Change+1,913 (+1%)
Value$6.0M (-$86.3K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares140,094 from 118,658
Change+21,436 (+18%)
Value$5.8M (+$760.7K)
Filed 2026-10-13
Friedenthal Financial
INCREASED
Shares133,222 from 116,854
Change+16,368 (+14%)
Value$5.5M (+$539.6K)
Filed 2026-10-27
Shelter Rock Management, LLC
INCREASED
Shares132,225 from 5,896
Change+126,329 (+2143%)
Value$5.4M (+$5.2M)
Filed 2026-10-09
Level Financial Advisors
DECREASED
Shares121,975 from 122,620
Change-645 (-1%)
Value$5.0M (-$168.8K)
Filed 2026-10-13
Flavin Financial Services, Inc.
INCREASED
Shares121,255 from 87,140
Change+34,115 (+39%)
Value$5.0M (+$1.3M)
Filed 2026-10-21
Jmac Enterprises LLC
INCREASED
Shares120,008 from 118,278
Change+1,730 (+1%)
Value$5.0M (-$65.8K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares115,026 from 112,342
Change+2,684 (+2%)
Value$4.7M (-$19.6K)
Filed 2026-11-06
BridgePort Financial Solutions, LLC
DECREASED
Shares113,307 from 146,455
Change-33,148 (-23%)
Value$4.7M (-$1.5M)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares105,999 from 90,323
Change+15,676 (+17%)
Value$4.4M (+$543.5K)
Filed 2026-11-03
Adell Harriman & Carpenter Inc
DECREASED
Shares105,363 from 120,304
Change-14,941 (-12%)
Value$4.3M (-$755.9K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
INCREASED
Shares93,746 from 89,168
Change+4,578 (+5%)
Value$3.9M (+$85.4K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares88,466 from 90,746
Change-2,280 (-3%)
Value$3.6M (-$198.4K)
Filed 2026-10-19
Barclays PLC
NEW
Shares87,298
Change+87,298
Value$3.6M
Filed 2026-11-06
Old National Bancorp
INCREASED
Shares86,039 from 84,371
Change+1,668 (+2%)
Value$3.5M (-$29.1K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares85,460 from 208,317
Change-122,857 (-59%)
Value$3.5M (-$5.3M)
Filed 2026-11-03
Client First Capital LLC
NEW
Shares84,876
Change+84,876
Value$3.5M
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares84,003 from 57,208
Change+26,795 (+47%)
Value$3.5M (+$1.0M)
Filed 2026-10-19
Center For Asset Management LLC
INCREASED
Shares82,622 from 65,132
Change+17,490 (+27%)
Value$3.4M (+$646.0K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares81,534 from 70,859
Change+10,675 (+15%)
Value$3.4M (+$389.3K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares81,417 from 76,211
Change+5,206 (+7%)
Value$3.4M (+$126.3K)
Filed 2026-10-16
Endowment Wealth Management, Inc.
INCREASED
Shares80,474 from 70,113
Change+10,361 (+15%)
Value$3.3M (+$346.0K)
Filed 2026-11-03
Future Financial Wealth Managment LLC
INCREASED
Shares79,058 from 72,749
Change+6,309 (+9%)
Value$3.3M (+$202.8K)
Filed 2026-10-15
Essex LLC
INCREASED
Shares75,512 from 69,068
Change+6,444 (+9%)
Value$3.1M (+$185.7K)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares74,343 from 71,771
Change+2,572 (+4%)
Value$3.1M (+$22.9K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares71,968 from 69,739
Change+2,229 (+3%)
Value$3.0M (+$11.1K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares69,546 from 66,901
Change+2,645 (+4%)
Value$2.9M (+$31.5K)
Filed 2026-11-05
TigerOak Management, L.L.C.
INCREASED
Shares69,317 from 65,092
Change+4,225 (+6%)
Value$2.9M (+$98.8K)
Filed 2026-10-23
Virtue Capital Management, LLC
DECREASED
Shares67,193 from 72,397
Change-5,204 (-7%)
Value$2.8M (-$298.6K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares67,126 from 104,252
Change-37,126 (-36%)
Value$2.8M (-$1.7M)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares67,061 from 68,036
Change-975 (-1%)
Value$2.8M (-$119.0K)
Filed 2026-10-08
Rosenberg Matthew Hamilton
INCREASED
Shares66,659 from 59,273
Change+7,386 (+12%)
Value$2.7M (+$235.9K)
Filed 2026-10-05
Perigon Wealth Management, LLC
INCREASED
Shares66,319 from 58,982
Change+7,337 (+12%)
Value$2.7M (+$234.2K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares65,635 from 57,282
Change+8,353 (+15%)
Value$2.7M (+$289.5K)
Filed 2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED
Shares64,108 from 66,105
Change-1,997 (-3%)
Value$2.6M (-$159.1K)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares63,299 from 61,071
Change+2,228 (+4%)
Value$2.6M (+$21.0K)
Filed 2026-10-23
Alterna Wealth Management, Inc
DECREASED
Shares61,074 from 64,987
Change-3,913 (-6%)
Value$2.5M (-$236.8K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares59,813 from 60,804
Change-991 (-2%)
Value$2.5M (-$111.4K)
Filed 2026-10-29
Ticino Wealth
INCREASED
Shares57,566 from 53,166
Change+4,400 (+8%)
Value$2.4M (+$119.8K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
INCREASED
Shares54,820 from 54,019
Change+801 (+1%)
Value$2.3M (-$29.6K)
Filed 2026-10-19
Squire Investment Management Company, LLC
INCREASED
Shares53,987 from 53,422
Change+565 (+1%)
Value$2.2M (-$38.7K)
Filed 2026-11-03
Thrive Capital Management, LLC
INCREASED
Shares52,721 from 51,924
Change+797 (+2%)
Value$2.2M (-$27.3K)
Filed 2026-10-28
1834 Investment Advisors Co
INCREASED
Shares52,352 from 51,633
Change+719 (+1%)
Value$2.2M (-$30.2K)
Filed 2026-10-16
First National Trust Co
INCREASED
Shares51,100 from 17,714
Change+33,386 (+188%)
Value$2.1M (+$1.4M)
Filed 2026-10-28
Diversify Wealth Management, LLC
DECREASED
Shares48,467 from 49,779
Change-1,312 (-3%)
Value$2.0M (-$98.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares48,467 from 49,779
Change-1,312 (-3%)
Value$2.0M (-$98.3K)
Filed 2026-10-20
Guardian Asset Advisors, LLC
DECREASED
Shares45,408 from 59,397
Change-13,989 (-24%)
Value$1.9M (-$646.0K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares44,494 from 45,314
Change-820 (-2%)
Value$1.8M (-$86.4K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares41,185 from 51,241
Change-10,056 (-20%)
Value$1.7M (-$474.2K)
Filed 2026-10-15
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares39,979 from 41,070
Change-1,091 (-3%)
Value$1.6M (-$92.6K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares39,944 from 14,432
Change+25,512 (+177%)
Value$1.6M (+$1.0M)
Filed 2026-10-28
Horizon Wealth Management, LLC
NEW
Shares39,684
Change+39,684
Value$1.6M
Filed 2026-11-02
Factor Wealth Management LTD
DECREASED
Shares37,744 from 38,018
Change-274 (-1%)
Value$1.6M (-$55.4K)
Filed 2026-10-08
Canvas Wealth Advisors, LLC
INCREASED
Shares37,614 from 34,663
Change+2,951 (+9%)
Value$1.6M (+$83.8K)
Filed 2026-11-02
TriaGen Wealth Management LLC
INCREASED
Shares37,060 from 34,932
Change+2,128 (+6%)
Value$1.5M (+$47.3K)
Filed 2026-10-14
Guidance Point Advisors, LLC
INCREASED
Shares36,784 from 36,281
Change+503 (+1%)
Value$1.5M (-$21.2K)
Filed 2026-10-15
Richardson Financial Services Inc.
DECREASED
Shares36,746 from 38,069
Change-1,323 (-3%)
Value$1.5M (-$98.7K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares36,596 from 46,998
Change-10,402 (-22%)
Value$1.5M (-$483.6K)
Filed 2026-10-09
Sterling Investment Counsel, LLC
DECREASED
Shares36,490 from 37,038
Change-548 (-1%)
Value$1.5M (-$65.6K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares35,939 from 36,491
Change-552 (-2%)
Value$1.5M (-$65.1K)
Filed 2026-10-16
TFB Advisors LLC
INCREASED
Shares35,377 from 30,084
Change+5,293 (+18%)
Value$1.5M (+$183.4K)
Filed 2026-11-02
Western Financial Corp
DECREASED
Shares33,845 from 34,214
Change-369 (-1%)
Value$1.4M (-$54.9K)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
DECREASED
Shares33,797 from 43,710
Change-9,913 (-23%)
Value$1.4M (-$449.1K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares33,762 from 29,150
Change+4,612 (+16%)
Value$1.4M (+$156.4K)
Filed 2026-11-06
Naples Global Advisors, LLC
DECREASED
Shares32,718 from 33,583
Change-865 (-3%)
Value$1.3M (-$74.6K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares31,732 from 35,516
Change-3,784 (-11%)
Value$1.3M (-$197.1K)
Filed 2026-11-04
First Citizens Bank & Trust Co
DECREASED
Shares31,396 from 32,899
Change-1,503 (-5%)
Value$1.3M (-$100.2K)
Filed 2026-10-14
Columbia Bank
DECREASED
Shares31,218 from 33,144
Change-1,926 (-6%)
Value$1.3M (-$117.9K)
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares30,588 from 12,595
Change+17,993 (+143%)
Value$1.3M (+$727.6K)
Filed 2026-10-28
IPG Investment Advisors LLC
INCREASED
Shares30,276 from 27,378
Change+2,898 (+11%)
Value$1.2M (+$87.8K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares29,821 from 32,452
Change-2,631 (-8%)
Value$1.2M (-$146.2K)
Filed 2026-11-03
Level Four Advisory Services, LLC
INCREASED
Shares29,626 from 28,187
Change+1,439 (+5%)
Value$1.2M (+$26.6K)
Filed 2026-11-06
21 West Wealth Management LLC
INCREASED
Shares29,580 from 29,071
Change+509 (+2%)
Value$1.2M (-$12.7K)
Filed 2026-10-13
HCR Wealth Advisors
DECREASED
Shares29,516 from 41,400
Change-11,884 (-29%)
Value$1.2M (-$538.2K)
Filed 2026-10-15
Cogent Private Wealth, Inc.
UNCHANGED
Shares29,299 from 29,299
Change0 (0%)
Value$1.2M (-$34.0K)
Filed 2026-11-06
Klaas Financial Asset Advisors, LLC
INCREASED
Shares29,287 from 27,682
Change+1,605 (+6%)
Value$1.2M (+$34.1K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares29,246 from 27,411
Change+1,835 (+7%)
Value$1.2M (+$43.9K)
Filed 2026-10-20
Sage Advisory Services, Ltd.Co.
UNCHANGED
Shares28,650 from 28,650
Change0 (0%)
Value$1.2M (-$33.0K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares27,808 from 27,640
Change+168 (+1%)
Value$1.1M (-$25.1K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares26,034 from 17,839
Change+8,195 (+46%)
Value$1.1M (+$317.3K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares25,738 from 18,607
Change+7,131 (+38%)
Value$1.1M (+$272.6K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares25,351 from 26,849
Change-1,498 (-6%)
Value$1.0M (-$92.9K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
INCREASED
Shares25,052 from 6,869
Change+18,183 (+265%)
Value$1.0M (+$741.8K)
Filed 2026-10-27
City Center Advisors, LLC
INCREASED
Shares24,996 from 19,223
Change+5,773 (+30%)
Value$1.0M (+$215.9K)
Filed 2026-10-08
Portfolio Strategies, Inc.
UNCHANGED
Shares24,589 from 24,589
Change0 (0%)
Value$1.0M (-$28.5K)
Filed 2026-11-06
Compound Planning, Inc.
DECREASED
Shares24,053 from 31,252
Change-7,199 (-23%)
Value$992.2K (-$333.3K)
Filed 2026-11-05
Pinion Investment Advisors, LLC
DECREASED
Shares23,545 from 23,932
Change-387 (-2%)
Value$971.2K (-$43.7K)
Filed 2026-11-04
Advisor OS, LLC
INCREASED
Shares23,442 from 22,303
Change+1,139 (+5%)
Value$967.0K (+$21.1K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares23,247 from 18,350
Change+4,897 (+27%)
Value$958.9K (+$180.7K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares23,206 from 11,147
Change+12,059 (+108%)
Value$957.2K (+$484.5K)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares22,618 from 20,942
Change+1,676 (+8%)
Value$933.0K (+$44.8K)
Filed 2026-10-19
Blankinship & Foster, LLC
INCREASED
Shares22,188 from 21,940
Change+248 (+1%)
Value$915.3K (-$15.2K)
Filed 2026-10-19
First Hawaiian Bank
DECREASED
Shares22,073 from 26,628
Change-4,555 (-17%)
Value$910.5K (-$218.8K)
Filed 2026-10-14
Darden Wealth Group Inc
INCREASED
Shares21,292 from 21,239
Change+53 (+0%)
Value$878.3K (-$22.4K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares20,936 from 19,625
Change+1,311 (+7%)
Value$863.6K (+$31.3K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares20,914 from 43,235
Change-22,321 (-52%)
Value$862.7K (-$970.9K)
Filed 2026-10-16
Hunter Associates Investment Management LLC
INCREASED
Shares19,552 from 19,190
Change+362 (+2%)
Value$810 (-$811.2K)
Filed 2026-10-26
HBK Sorce Advisory LLC
UNCHANGED
Shares19,545 from 19,545
Change0 (0%)
Value$803.9K (-$19.0K)
Filed 2026-11-06
Montecito Bank & Trust
UNCHANGED
Shares18,870 from 18,870
Change0 (0%)
Value$778.4K (-$21.9K)
Filed 2026-10-01
Dynamic Advisor Solutions LLC
DECREASED
Shares18,497 from 19,233
Change-736 (-4%)
Value$763.0K (-$52.7K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares18,353 from 29,822
Change-11,469 (-38%)
Value$757.1K (-$507.7K)
Filed 2026-11-02
Destiny Capital Corp
DECREASED
Shares17,127 from 20,534
Change-3,407 (-17%)
Value$706.5K (-$164.4K)
Filed 2026-11-03
Johnson Bixby & Associates, LLC
DECREASED
Shares17,106 from 18,065
Change-959 (-5%)
Value$705.6K (-$60.5K)
Filed 2026-10-14
Uptick Partners, LLC
DECREASED
Shares16,946 from 19,721
Change-2,775 (-14%)
Value$699.0K (-$137.3K)
Filed 2026-11-04
Courage Miller Partners, LLC
INCREASED
Shares16,774 from 16,773
Change+1 (+0%)
Value$691.9K (-$19.4K)
Filed 2026-10-21
Advisory Solutions Group, LLC
DECREASED
Shares16,620 from 18,366
Change-1,746 (-10%)
Value$685.6K (-$93.3K)
Filed 2026-10-14
Portus Wealth Advisors, LLC
DECREASED
Shares16,585 from 16,712
Change-127 (-1%)
Value$684.1K (-$24.6K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares16,403 from 12,733
Change+3,670 (+29%)
Value$676.6K (+$136.6K)
Filed 2026-10-20
Diversified Portfolios, Inc.
UNCHANGED
Shares16,300 from 16,300
Change0 (0%)
Value$672.4K (-$18.9K)
Filed 2026-11-04
RFG Advisory, LLC
DECREASED
Shares16,117 from 17,047
Change-930 (-5%)
Value$664.8K (-$58.1K)
Filed 2026-11-03
S.E.E.D. Planning Group LLC
INCREASED
Shares15,775 from 15,366
Change+409 (+3%)
Value$650.7K (-$933)
Filed 2026-10-07
Kraematon Investment Advisors, Inc
DECREASED
Shares15,738 from 16,928
Change-1,190 (-7%)
Value$649.2K (-$68.7K)
Filed 2026-11-02
Patriot Investment Management Group, Inc.
INCREASED
Shares15,035 from 13,377
Change+1,658 (+12%)
Value$620.2K (+$52.9K)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares14,896 from 14,830
Change+66 (+0%)
Value$614.5K (-$14.5K)
Filed 2026-11-04
Advanced Asset Management Advisors Inc
UNCHANGED
Shares14,800 from 14,800
Change0 (0%)
Value$610.5K (-$17.2K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares14,500 from 17,716
Change-3,216 (-18%)
Value$598.1K (-$153.2K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares14,272 from 15,195
Change-923 (-6%)
Value$588.7K (-$55.7K)
Filed 2026-10-29
Root Financial Partners, LLC
DECREASED
Shares14,008 from 14,934
Change-926 (-6%)
Value$577.8K (-$55.5K)
Filed 2026-10-21
Meridian Wealth Management, LLC
NEW
Shares13,885
Change+13,885
Value$572.8K
Filed 2026-11-05
Waystone Advisors LLC
DECREASED
Shares13,821 from 14,015
Change-194 (-1%)
Value$586.2K (-$8.2K)
Filed 2026-10-16
Secure Asset Management, LLC
INCREASED
Shares13,498 from 13,346
Change+152 (+1%)
Value$556.8K (-$9.2K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares13,218 from 14,236
Change-1,018 (-7%)
Value$545.2K (-$58.5K)
Filed 2026-10-28
Nilsine Partners, LLC
NEW
Shares13,155
Change+13,155
Value$542.6K
Filed 2026-11-02
Delta Wealth Advisors LLC
DECREASED
Shares13,140 from 14,030
Change-890 (-6%)
Value$542.0K (-$53.0K)
Filed 2026-10-09
Howard Wealth Management, LLC
INCREASED
Shares13,034 from 11,860
Change+1,174 (+10%)
Value$537.7K (+$34.7K)
Filed 2026-10-28
American Capital Advisory, LLC
NEW
Shares13,000
Change+13,000
Value$536.3K
Filed 2026-10-28
CWA Asset Management Group, LLC
INCREASED
Shares12,947 from 7,294
Change+5,653 (+78%)
Value$534.1K (+$224.7K)
Filed 2026-10-19
Central Pacific Bank - Trust Division
INCREASED
Shares12,820 from 12,712
Change+108 (+1%)
Value$528.8K (-$10.3K)
Filed 2026-10-06
Oppenheimer & Co Inc
DECREASED
Shares12,371 from 16,228
Change-3,857 (-24%)
Value$510.3K (-$177.9K)
Filed 2026-10-26
Beirne Wealth Consulting Services, LLC
DECREASED
Shares12,199 from 12,401
Change-202 (-2%)
Value$503.3K (-$22.8K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares12,194 from 10,692
Change+1,502 (+14%)
Value$503.0K (+$49.6K)
Filed 2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares12,180 from 12,180
Change0 (0%)
Value$516.5K ($0)
Filed 2026-11-03
Financial Management Network Inc
DECREASED
Shares12,167 from 12,492
Change-325 (-3%)
Value$499.7K (-$27.8K)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares12,161 from 10,743
Change+1,418 (+13%)
Value$501.7K (+$46.0K)
Filed 2026-10-22
Sheets Smith Wealth Management
INCREASED
Shares11,930 from 11,925
Change+5 (+0%)
Value$492.1K (-$13.6K)
Filed 2026-10-16
Portland Financial Advisors Inc
INCREASED
Shares11,549 from 11,484
Change+65 (+1%)
Value$476.4K (-$10.6K)
Filed 2026-10-26
Wespac Advisors, LLC
DECREASED
Shares11,419 from 12,234
Change-815 (-7%)
Value$471.0K (-$47.8K)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares11,345 from 8,671
Change+2,674 (+31%)
Value$468.0K (+$101.4K)
Filed 2026-11-06
Worth Financial Advisory Group, LLC
INCREASED
Shares11,312 from 11,234
Change+78 (+1%)
Value$466.6K (-$9.8K)
Filed 2026-10-19
Stewardship Advisors, LLC
INCREASED
Shares11,259 from 10,831
Change+428 (+4%)
Value$464.4K (+$5.1K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares11,169 from 10,831
Change+338 (+3%)
Value$460.7K (+$1.4K)
Filed 2026-10-29
David Kennon Inc
DECREASED
Shares10,933 from 11,125
Change-192 (-2%)
Value$451.0K (-$20.8K)
Filed 2026-10-13
Ndwm LLC
INCREASED
Shares10,779 from 10,769
Change+10 (+0%)
Value$444.6K (-$12.1K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares10,642 from 6,274
Change+4,368 (+70%)
Value$439.0K (+$172.9K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares10,485 from 10,583
Change-98 (-1%)
Value$432.5K (-$16.3K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
INCREASED
Shares10,250 from 9,933
Change+317 (+3%)
Value$420.7K (-$598)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
DECREASED
Shares10,172 from 10,484
Change-312 (-3%)
Value$419.6K (-$25.0K)
Filed 2026-10-05
Key Capital Management, Inc
INCREASED
Shares9,994 from 968
Change+9,026 (+932%)
Value$413.0K (+$372.0K)
Filed 2026-11-03
Globalt Investments LLC / GA
DECREASED
Shares9,931 from 10,171
Change-240 (-2%)
Value$409.7K (-$21.7K)
Filed 2026-10-27
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares9,796 from 9,719
Change+77 (+1%)
Value$404.1K (-$8.1K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares9,641 from 9,641
Change0 (0%)
Value$408.8K ($0)
Filed 2026-10-26
WMG Financial Advisors, LLC
UNCHANGED
Shares9,385 from 9,385
Change0 (0%)
Value$398.0K ($0)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares9,358 from 16,240
Change-6,882 (-42%)
Value$386.0K (-$302.7K)
Filed 2026-10-09
Insight Wealth Strategies, LLC
NEW
Shares9,355
Change+9,355
Value$385.9K
Filed 2026-10-09
Redwood Financial Network Corp
UNCHANGED
Shares8,945 from 8,945
Change0 (0%)
Value$369.0K (-$10.4K)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares8,809
Change+8,809
Value$363.4K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares8,809 from 9,298
Change-489 (-5%)
Value$363.4K (-$31.0K)
Filed 2026-10-14
John W. Brooker & Co., CPAs
INCREASED
Shares8,787 from 7,252
Change+1,535 (+21%)
Value$362.5K (+$54.9K)
Filed 2026-10-21
AlphaCentric Advisors LLC
INCREASED
Shares8,772 from 7,783
Change+989 (+13%)
Value$361.8K (+$31.8K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares8,617 from 7,971
Change+646 (+8%)
Value$355.4K (+$17.4K)
Filed 2026-10-29
MRA Advisory Group
INCREASED
Shares8,516 from 8,470
Change+46 (+1%)
Value$351.3K (-$7.9K)
Filed 2026-10-07
BankPlus Wealth Management LLC
DECREASED
Shares8,282 from 8,843
Change-561 (-6%)
Value$341.6K (-$33.4K)
Filed 2026-10-13
Realta Investment Advisors
INCREASED
Shares8,145 from 2,070
Change+6,075 (+293%)
Value$336.0K (+$248.2K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
DECREASED
Shares7,968 from 8,320
Change-352 (-4%)
Value$328.7K (-$24.2K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED
Shares7,757 from 9,557
Change-1,800 (-19%)
Value$320.0K (-$85.3K)
Filed 2026-10-09
Idaho Trust Co
DECREASED
Shares7,677 from 11,518
Change-3,841 (-33%)
Value$316.7K (-$171.7K)
Filed 2026-11-04
Liberty Capital Management, Inc.
UNCHANGED
Shares7,562 from 7,562
Change0 (0%)
Value$311.9K (-$8.8K)
Filed 2026-11-02
Optivise Advisory Services LLC
DECREASED
Shares7,308 from 10,150
Change-2,842 (-28%)
Value$301.5K (-$129.0K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares7,146 from 5,779
Change+1,367 (+24%)
Value$295.1K (+$50.0K)
Filed 2026-10-30
United Advisor Group, LLC
INCREASED
Shares7,085 from 5,863
Change+1,222 (+21%)
Value$292.3K (+$43.6K)
Filed 2026-11-03
CKW Financial Group
DECREASED
Shares7,064 from 8,833
Change-1,769 (-20%)
Value$290 (-$372.7K)
Filed 2026-10-29
Shepherd Financial Partners LLC
INCREASED
Shares6,974 from 6,903
Change+71 (+1%)
Value$287.7K (-$5.1K)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED
Shares6,944 from 6,783
Change+161 (+2%)
Value$286.4K (-$1.2K)
Filed 2026-10-23
BAM Wealth Management, LLC
INCREASED
Shares6,810 from 5,576
Change+1,234 (+22%)
Value$280.9K (+$44.4K)
Filed 2026-10-15
Focus Wealth Advisors, LLC
UNCHANGED
Shares6,767 from 6,767
Change0 (0%)
Value$279.1K (-$7.8K)
Filed 2026-10-14
Third View Private Wealth, LLC
DECREASED
Shares6,750 from 7,386
Change-636 (-9%)
Value$278.4K (-$34.8K)
Filed 2026-10-30
ERn Financial, LLC
INCREASED
Shares6,627 from 6,603
Change+24 (+0%)
Value$273.4K (-$6.7K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares6,610 from 8,894
Change-2,284 (-26%)
Value$273 (-$376.7K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
NEW
Shares6,570
Change+6,570
Value$271.0K
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED
Shares6,482 from 5,539
Change+943 (+17%)
Value$267.4K (+$32.3K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
NEW
Shares6,394
Change+6,394
Value$263.8K
Filed 2026-11-05
Simplicity Wealth,LLC
NEW
Shares6,385
Change+6,385
Value$263.4K
Filed 2026-10-23
APS Management Group, Inc.
DECREASED
Shares6,314 from 18,248
Change-11,934 (-65%)
Value$260.5K (-$513.4K)
Filed 2026-10-14
Beaumont Asset Management, L.L.C.
INCREASED
Shares6,238 from 6,018
Change+220 (+4%)
Value$257.3K (+$2.1K)
Filed 2026-10-16
Americana Partners, LLC
UNCHANGED
Shares6,233 from 6,233
Change0 (0%)
Value$257.1K (-$7.2K)
Filed 2026-10-28
Integrated Capital Management, LLC
DECREASED
Shares6,159 from 6,680
Change-521 (-8%)
Value$254.1K (-$29.2K)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares6,155 from 7,255
Change-1,100 (-15%)
Value$253.9K (-$53.8K)
Filed 2026-10-27
Procyon Advisors, LLC
DECREASED
Shares6,097 from 8,947
Change-2,850 (-32%)
Value$251.5K (-$127.9K)
Filed 2026-10-21
Two West Capital Advisors LLC
INCREASED
Shares6,022 from 5,988
Change+34 (+1%)
Value$248.8K (-$4.1K)
Filed 2026-10-15
Saxony Capital Management, LLC
DECREASED
Shares6,020 from 6,163
Change-143 (-2%)
Value$248.3K (-$13.0K)
Filed 2026-10-15
Indivisible Partners
DECREASED
Shares5,990 from 6,103
Change-113 (-2%)
Value$247.1K (-$11.8K)
Filed 2026-10-26
Stableford Capital II LLC
UNCHANGED
Shares5,948 from 5,948
Change0 (0%)
Value$245.4K (-$6.9K)
Filed 2026-10-09
Commonwealth Financial Services, LLC
DECREASED
Shares5,848 from 11,568
Change-5,720 (-49%)
Value$241.2K (-$249.4K)
Filed 2026-10-20
Objective Capital Management, LLC
DECREASED
Shares5,739 from 7,237
Change-1,498 (-21%)
Value$236.7K (-$70.2K)
Filed 2026-10-13
Private Client Services, LLC
NEW
Shares5,553
Change+5,553
Value$229.0K
Filed 2026-10-02
Koshinski Asset Management, Inc.
DECREASED
Shares5,381 from 5,542
Change-161 (-3%)
Value$222.0K (-$13.1K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares5,366 from 5,322
Change+44 (+1%)
Value$220.0K (-$6.0K)
Filed 2026-11-05
Chapin Davis, Inc.
INCREASED
Shares5,352 from 5,262
Change+90 (+2%)
Value$220.8K (-$2.4K)
Filed 2026-10-09
Princeton Global Asset Management LLC
DECREASED
Shares5,351 from 5,438
Change-87 (-2%)
Value$220.7K (-$9.9K)
Filed 2026-10-21
Vericrest Private Wealth
DECREASED
Shares5,320 from 5,939
Change-619 (-10%)
Value$219.5K (-$32.4K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED
Shares5,307 from 4,960
Change+347 (+7%)
Value$218.9K (+$8.6K)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares5,302 from 5,302
Change0 (0%)
Value$218.7K (-$6.2K)
Filed 2026-10-15
Hudson Oak Wealth Advisory LLC
NEW
Shares5,264
Change+5,264
Value$217.1K
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
NEW
Shares5,260
Change+5,260
Value$217.0K
Filed 2026-10-14
McAdam, LLC
NEW
Shares5,170
Change+5,170
Value$213.3K
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares5,162 from 6,179
Change-1,017 (-16%)
Value$212.9K (-$49.1K)
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares5,068
Change+5,068
Value$209.1K
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares5,065 from 5,065
Change0 (0%)
Value$208.9K (-$5.9K)
Filed 2026-11-02
Asset One Wealth Management LLC
INCREASED
Shares5,013 from 4,899
Change+114 (+2%)
Value$206.8K (-$344)
Filed 2026-11-02
Forza Wealth Management, LLC
UNCHANGED
Shares4,975 from 4,975
Change0 (0%)
Value$205.2K (-$5.8K)
Filed 2026-10-20
Eagle Global Advisors LLC
NEW
Shares4,973
Change+4,973
Value$205.1K
Filed 2026-11-02
Summit Wealth Group LLC / Co
DECREASED
Shares4,896 from 7,080
Change-2,184 (-31%)
Value$202.0K (-$98.3K)
Filed 2026-10-29
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares4,867 from 5,547
Change-680 (-12%)
Value$200.8K (-$34.5K)
Filed 2026-10-09
Buck Wealth Strategies, LLC
DECREASED
Shares3,923 from 4,288
Change-365 (-9%)
Value$161.8K (-$20.0K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares3,688 from 1,358
Change+2,330 (+172%)
Value$152.1K (+$94.5K)
Filed 2026-10-23
Winthrop Capital Management, LLC
UNCHANGED
Shares3,520 from 3,520
Change0 (0%)
Value$145.2K (-$3.8K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares3,339 from 2,720
Change+619 (+23%)
Value$137.7K (+$22.4K)
Filed 2026-10-29
Pacifica Partners Inc.
INCREASED
Shares3,124 from 1,299
Change+1,825 (+140%)
Value$128.2K (+$73.4K)
Filed 2026-10-09
Triumph Capital Management
DECREASED
Shares3,095 from 4,293
Change-1,198 (-28%)
Value$127.7K (-$54.4K)
Filed 2026-10-14
Compass Financial Management LLC
NEW
Shares2,756
Change+2,756
Value$113.7K
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares2,754 from 2,747
Change+7 (+0%)
Value$113.6K (-$2.9K)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares2,693 from 2,665
Change+28 (+1%)
Value$110.9K (-$2.1K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares2,481 from 2,464
Change+17 (+1%)
Value$105.2K (+$738)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares2,397 from 2,433
Change-36 (-1%)
Value$98.9K (-$4.3K)
Filed 2026-10-08
EPG Wealth Management LLC
UNCHANGED
Shares2,173 from 2,173
Change0 (0%)
Value$89.6K (-$2.5K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$82.7K (-$2.3K)
Filed 2026-10-27
Richardson Capital Management LLC
INCREASED
Shares1,858 from 1,802
Change+56 (+3%)
Value$76.6K (+$207)
Filed 2026-10-23
Elevation Wealth Partners, LLC
NEW
Shares1,814
Change+1,814
Value$74.8K
Filed 2026-10-07
Monetary Solutions, Ltd
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$63.5K (-$1.8K)
Filed 2026-10-22
Heritage Family Offices, LLP
DECREASED
Shares1,242 from 6,869
Change-5,627 (-82%)
Value$51.2K (-$240.1K)
Filed 2026-11-02
Y.D. More Investments Ltd
NEW
Shares1,049
Change+1,049
Value$43.3K
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares1,000
Change+1,000
Value$41.3K
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares981 from 965
Change+16 (+2%)
Value$40.5K (-$431)
Filed 2026-10-15
TD Waterhouse Canada Inc.
NEW
Shares922
Change+922
Value$37.8K
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares883
Change+883
Value$36.4K
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares872
Change+872
Value$36.0K
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares840 from 841
Change-1 (0%)
Value$34.6K (-$1.0K)
Filed 2026-10-30
UMB Bank, n.a.
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$32.8K (-$923)
Filed 2026-11-06
MidAtlantic Capital Management, Inc.
NEW
Shares777
Change+777
Value$32.1K
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares748 from 732
Change+16 (+2%)
Value$30.9K (-$189)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares726 from 1,836
Change-1,110 (-60%)
Value$30.0K (-$47.9K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
NEW
Shares724
Change+724
Value$29.9K
Filed 2026-11-04
Blueline Advisors LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$29.8K (-$838)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares715 from 986
Change-271 (-27%)
Value$29.5K (-$12.3K)
Filed 2026-11-05
Markowski Investments
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$28.7K (-$806)
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares621 from 1,234
Change-613 (-50%)
Value$25.6K (-$26.7K)
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares560 from 2,560
Change-2,000 (-78%)
Value$23.1K (-$85.5K)
Filed 2026-10-01
Montag A & Associates Inc
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$18.4K (-$516)
Filed 2026-10-29
RMG Wealth Management LLC
DECREASED
Shares421 from 42,730
Change-42,309 (-99%)
Value$17.3K (-$1.8M)
Filed 2026-10-26
Abound Wealth Management
NEW
Shares402
Change+402
Value$16.6K
Filed 2026-10-26
Citigroup Inc
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$15.1K (-$424)
Filed 2026-11-04
Mascoma Wealth Management LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$14.5K (-$407)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares327 from 114
Change+213 (+187%)
Value$13.5K (+$8.7K)
Filed 2026-10-21
Vima LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$6.6K (-$186)
Filed 2026-10-23
Syntax Research, Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$5.0K (-$142)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.7K (-$133)
Filed 2026-10-21
Parkside Financial Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$116)
Filed 2026-10-27
First Premier Bank
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$4 ($0)
Filed 2026-10-13
Highline Wealth Partners LLC
NEW
Shares82
Change+82
Value$3.4K
Filed 2026-10-19
Planning Strategies Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.3K (-$93)
Filed 2026-10-02
Glass Jacobson Investment Advisors llc
NEW
Shares60
Change+60
Value$2.5K
Filed 2026-10-26
NBT Bank, N.A.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.3K (-$64)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED
Shares44 from 22
Change+22 (+100%)
Value$1.8K (+$882)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.8K (-$51)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares32
Change+32
Value$1.3K
Filed 2026-10-30
McCarley & Cook Financial Planners
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.3K (-$36)
Filed 2026-10-21
Trifecta Capital Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.0K (-$29)
Filed 2026-10-21
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$578 (-$16)
Filed 2026-10-07
Gamma Investing LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$289 (-$8)
Filed 2026-10-08
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$41 (-$1)
Filed 2026-11-06
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$30 (-$1)
Filed 2026-10-28
Clearstead Advisors, LLC
CLOSED
Shares0 from 271,154
Change-271,154 (-100%)
Value$0 (-$11.5M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
CLOSED
Shares0 from 250,360
Change-250,360 (-100%)
Value$0 (-$10.6M)
Filed 2026-11-05
Portfolio Design Labs, LLC
CLOSED
Shares0 from 143,624
Change-143,624 (-100%)
Value$0 (-$6.1M)
Filed 2026-11-04
S. R. Schill & Associates
CLOSED
Shares0 from 62,467
Change-62,467 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-20
Hofer & Associates. Inc
CLOSED
Shares0 from 50,392
Change-50,392 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-13
AXS Investments LLC
CLOSED
Shares0 from 40,465
Change-40,465 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 18,808
Change-18,808 (-100%)
Value$0 (-$797.6K)
Filed 2026-10-14
Oasis Advisors, LLC
CLOSED
Shares0 from 18,623
Change-18,623 (-100%)
Value$0 (-$789.8K)
Filed 2026-10-16
BayBridge Capital Group, LLC
CLOSED
Shares0 from 15,849
Change-15,849 (-100%)
Value$0 (-$672.1K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 14,836
Change-14,836 (-100%)
Value$0 (-$629.2K)
Filed 2026-10-14
TBH Global Asset Management, LLC
CLOSED
Shares0 from 13,218
Change-13,218 (-100%)
Value$0 (-$560.6K)
Filed 2026-11-03
One Wealth Capital Management, LLC
CLOSED
Shares0 from 11,678
Change-11,678 (-100%)
Value$0 (-$495.3K)
Filed 2026-10-23
Global View Capital Management LLC
CLOSED
Shares0 from 9,782
Change-9,782 (-100%)
Value$0 (-$414.9K)
Filed 2026-10-28
Strategic Blueprint, LLC
CLOSED
Shares0 from 8,642
Change-8,642 (-100%)
Value$0 (-$366.5K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
CLOSED
Shares0 from 8,169
Change-8,169 (-100%)
Value$0 (-$346.4K)
Filed 2026-10-16
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 6,801
Change-6,801 (-100%)
Value$0 (-$288.4K)
Filed 2026-11-06
Accurate Wealth Management, LLC
CLOSED
Shares0 from 5,724
Change-5,724 (-100%)
Value$0 (-$241.7K)
Filed 2026-10-20
Ninety One North America, Inc.
CLOSED
Shares0 from 5,607
Change-5,607 (-100%)
Value$0 (-$237.8K)
Filed 2026-10-15
ATX Financial Planning, LLC
CLOSED
Shares0 from 5,237
Change-5,237 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-14
Beacon Financial Advisory LLC
CLOSED
Shares0 from 5,005
Change-5,005 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-16
Insight Wealth Partners, LLC
CLOSED
Shares0 from 4,764
Change-4,764 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-26
Wedmont Private Capital
CLOSED
Shares0 from 4,759
Change-4,759 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,322
Change-3,322 (-100%)
Value$0 (-$140.2K)
Filed 2026-11-02
Country Trust Bank
CLOSED
Shares0 from 2,609
Change-2,609 (-100%)
Value$0 (-$110.6K)
Filed 2026-10-30
Evolution Advisers, Inc.
CLOSED
Shares0 from 2,376
Change-2,376 (-100%)
Value$0 (-$100.0K)
Filed 2026-11-06
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$44.1K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$39.0K)
Filed 2026-10-15
Wellington Grp LLC
CLOSED
Shares0 from 478
Change-478 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-06
Investors Research Corp
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$19.3K)
Filed 2026-10-07
Tucker Asset Management LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-23
GGM Financial LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-05
SYM Financial Corp
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-26
Financial Consulate, Inc
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$764)
Filed 2026-10-23
Maseco LLP
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$424)
Filed 2026-10-27
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$317.2K (+$2.7K)
Filed 2026-10-29
Royal Bank of Canada
N/A
Shares— from 15,196,742
Change-15,196,742 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,202,496
Change-14,202,496 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 13,050,164
Change-13,050,164 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,226,615
Change-4,226,615 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,681,442
Change-2,681,442 (-100%)
Value—
Nepc LLC
N/A
Shares— from 2,632,283
Change-2,632,283 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,623,843
Change-2,623,843 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,108,580
Change-2,108,580 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,034,737
Change-2,034,737 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,597,404
Change-1,597,404 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,573,240
Change-1,573,240 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,521,375
Change-1,521,375 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,077,221
Change-1,077,221 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 990,960
Change-990,960 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 837,457
Change-837,457 (-100%)
Value—
UBS Group AG
N/A
Shares— from 761,939
Change-761,939 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 726,574
Change-726,574 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 671,455
Change-671,455 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 598,401
Change-598,401 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 560,230
Change-560,230 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 553,158
Change-553,158 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 480,840
Change-480,840 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 444,098
Change-444,098 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 442,322
Change-442,322 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 441,195
Change-441,195 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 437,857
Change-437,857 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 431,186
Change-431,186 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 394,915
Change-394,915 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 393,300
Change-393,300 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 381,033
Change-381,033 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 376,508
Change-376,508 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 366,816
Change-366,816 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 363,259
Change-363,259 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 354,915
Change-354,915 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 337,014
Change-337,014 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 314,777
Change-314,777 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 285,175
Change-285,175 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 278,424
Change-278,424 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 277,034
Change-277,034 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 253,825
Change-253,825 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 247,013
Change-247,013 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 231,176
Change-231,176 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 215,130
Change-215,130 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 213,527
Change-213,527 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 173,081
Change-173,081 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 171,156
Change-171,156 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 171,006
Change-171,006 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 162,058
Change-162,058 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 154,635
Change-154,635 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 145,486
Change-145,486 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 140,602
Change-140,602 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 129,960
Change-129,960 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 128,011
Change-128,011 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 125,264
Change-125,264 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 123,071
Change-123,071 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 120,358
Change-120,358 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 112,482
Change-112,482 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 108,328
Change-108,328 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 106,138
Change-106,138 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 103,914
Change-103,914 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 102,404
Change-102,404 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 100,838
Change-100,838 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 99,980
Change-99,980 (-100%)
Value—
EFG International AG
N/A
Shares— from 98,746
Change-98,746 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 97,387
Change-97,387 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 93,733
Change-93,733 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 91,248
Change-91,248 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 90,239
Change-90,239 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 85,462
Change-85,462 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 85,370
Change-85,370 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 84,938
Change-84,938 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 84,136
Change-84,136 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 83,621
Change-83,621 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 83,420
Change-83,420 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 83,332
Change-83,332 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 81,927
Change-81,927 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 80,626
Change-80,626 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 78,327
Change-78,327 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 73,848
Change-73,848 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 67,197
Change-67,197 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 66,297
Change-66,297 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 66,095
Change-66,095 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 64,010
Change-64,010 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 63,836
Change-63,836 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 60,089
Change-60,089 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 59,412
Change-59,412 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 59,012
Change-59,012 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 57,921
Change-57,921 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 56,799
Change-56,799 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 55,063
Change-55,063 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 54,363
Change-54,363 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 54,010
Change-54,010 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 53,901
Change-53,901 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 52,857
Change-52,857 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 52,159
Change-52,159 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 52,003
Change-52,003 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 50,725
Change-50,725 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,602
Change-50,602 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 49,876
Change-49,876 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 49,872
Change-49,872 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 49,376
Change-49,376 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 46,980
Change-46,980 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 44,418
Change-44,418 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 44,272
Change-44,272 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 44,195
Change-44,195 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,591
Change-43,591 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42,694
Change-42,694 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 41,756
Change-41,756 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 40,985
Change-40,985 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 40,298
Change-40,298 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 39,915
Change-39,915 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 39,652
Change-39,652 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 38,722
Change-38,722 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 35,914
Change-35,914 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 35,437
Change-35,437 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 35,255
Change-35,255 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 34,789
Change-34,789 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 34,307
Change-34,307 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 32,948
Change-32,948 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 32,864
Change-32,864 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 32,444
Change-32,444 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 32,444
Change-32,444 (-100%)
Value—
Obsido Oy
N/A
Shares— from 32,060
Change-32,060 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 31,516
Change-31,516 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 31,069
Change-31,069 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 30,575
Change-30,575 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,335
Change-29,335 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 29,162
Change-29,162 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 28,912
Change-28,912 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 28,228
Change-28,228 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 28,130
Change-28,130 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 25,430
Change-25,430 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 25,177
Change-25,177 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 25,114
Change-25,114 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 24,468
Change-24,468 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 23,811
Change-23,811 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 22,656
Change-22,656 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 22,260
Change-22,260 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21,650
Change-21,650 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 21,117
Change-21,117 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21,113
Change-21,113 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,835
Change-20,835 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 19,622
Change-19,622 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 19,438
Change-19,438 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 18,943
Change-18,943 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 18,484
Change-18,484 (-100%)
Value—
Betterment LLC
N/A
Shares— from 18,140
Change-18,140 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,136
Change-18,136 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 18,011
Change-18,011 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 17,895
Change-17,895 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 17,688
Change-17,688 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 16,738
Change-16,738 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 16,703
Change-16,703 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,575
Change-16,575 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 16,221
Change-16,221 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 16,143
Change-16,143 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,395
Change-15,395 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 14,903
Change-14,903 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 14,529
Change-14,529 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,776
Change-13,776 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,480
Change-13,480 (-100%)
Value—
Nwam LLC
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 12,844
Change-12,844 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,789
Change-12,789 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,720
Change-12,720 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,521
Change-12,521 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,207
Change-12,207 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 11,976
Change-11,976 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 10,832
Change-10,832 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 10,716
Change-10,716 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 9,441
Change-9,441 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 7,979
Change-7,979 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,635
Change-7,635 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,483
Change-7,483 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 7,459
Change-7,459 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,152
Change-6,152 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 945
Change-945 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 518
Change-518 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 481
Change-481 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 365
Change-365 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 331
Change-331 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 46
Change-46 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 36
Change-36 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
INCREASED14,009,55413,266,671+742,883+6%$562.6M$577.9M+$15.3M2026-10-21
Japan Science & Technology Agency
UNCHANGED4,450,0004,450,00000%$188.7M$183.6M-$5.2M2026-10-16
LPL Financial LLC
INCREASED3,580,1193,384,414+195,705+6%$143.5M$147.7M+$4.1M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,979,0451,916,056+62,989+3%$81.3M$81.6M+$375.7K2026-11-02
Arch Capital Group Ltd.
UNCHANGED1,531,2501,531,25000%$64.9M$63.2M-$1.8M2026-11-04
Bank of New York Mellon Corp
INCREASED1,193,8981,178,652+15,246+1%$50.0M$49.2M-$738.4K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED924,561879,237+45,324+5%$37.3M$38.1M+$849.7K2026-11-04
Sound Income Strategies, LLC
DECREASED760,2801,017,630-257,350-25%$43.2M$31.3M-$11.8M2026-10-09
Gibbs Wealth Management
INCREASED622,219545,835+76,384+14%$23.1M$25.7M+$2.5M2026-10-22
High Probability Advisors, LLC
INCREASED597,162568,588+28,574+5%$24.1M$24.6M+$519.1K2026-10-19
Baker Avenue Asset Management, LP
INCREASED594,214574,072+20,142+4%$24.3M$24.5M+$164.9K2026-11-06
Creative Planning
INCREASED575,550552,453+23,097+4%$23.4M$23.7M+$311.9K2026-11-02
Park Avenue Securities LLC
INCREASED528,475512,389+16,086+3%$21.7M$21.8K-$21.7M2026-10-26
Matthew Goff Investment Advisor, LLC
INCREASED505,854482,367+23,487+5%$20.5M$20.9M+$409.3K2026-10-13
BlueSky Wealth Advisors, LLC
INCREASED479,783453,800+25,983+6%$19.2M$19.8M+$545.4K2026-10-29
Atwood & Palmer Inc
INCREASED473,032465,716+7,316+2%$19.8M$19.5M-$238.5K2026-10-08
Ninety One UK Ltd
DECREASED439,879579,677-139,798-24%$24.6M$18.1M-$6.4M2026-10-15
MGO One Seven LLC
INCREASED392,434382,042+10,392+3%$16.2M$16.2M-$14.5K2026-10-28
Kestra Advisory Services, LLC
INCREASED361,881297,786+64,095+22%$12.6M$14.9M+$2.3M2026-11-02
Truist Financial Corp
INCREASED357,860316,580+41,280+13%$13.4M$14.8M+$1.3M2026-10-30
Sweeney & Michel, LLC
INCREASED340,550337,554+2,996+1%$14.2M$14.0M-$180.2K2026-10-16
Foronjy Financial LLC
INCREASED335,265302,880+32,385+11%$12.8M$13.8M+$984.6K2026-10-14
S&A Financial Services, Inc.
INCREASED283,072280,282+2,790+1%$11.9M$11.7M-$210.1K2026-11-03
Peak Financial Management, Inc.
INCREASED280,963271,489+9,474+3%$11.5M$11.6M+$75.9K2026-10-16
Powers Advisory Group, LLC
INCREASED271,105251,518+19,587+8%$10.7M$11.2M+$516.2K2026-10-14
Verdence Capital Advisors LLC
NEW266,886—+266,886——$11.0M—2026-10-26
Freestate Advisors LLC
DECREASED263,228265,076-1,848-1%$11.2M$10.9M-$383.7K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED256,624196,542+60,082+31%$8.3M$10.6M+$2.3M2026-10-29
Kitching Partners, LLC
INCREASED241,301229,252+12,049+5%$9.7M$10.0M+$231.1K2026-11-02
Investment Partners, Ltd.
INCREASED238,250128,135+110,115+86%$5.4M$9.8M+$4.4M2026-10-29
Portside Wealth Group, LLC
INCREASED235,370209,365+26,005+12%$8.9M$9.7M+$829.8K2026-10-20
Ascent Group, LLC
DECREASED234,350337,135-102,785-30%$14.3M$9.7M-$4.6M2026-10-30
Merit Financial Group, LLC
INCREASED216,601215,454+1,147+1%$9.1M$8.9M-$202.6K2026-11-06
Twelve Points Wealth Management LLC
DECREASED216,416270,157-53,741-20%$11.5M$8.9M-$2.5M2026-11-03
Ritholtz Wealth Management
INCREASED211,461201,089+10,372+5%$8.5M$8.7M+$194.6K2026-11-05
Curtis Advisory Group, LLC
INCREASED210,022205,212+4,810+2%$8.7M$8.7M-$39.6K2026-10-28
Cadent Capital Advisors, LLC
INCREASED199,413127,431+71,982+56%$5.4M$8.2M+$2.8M2026-10-09
Hudock, Inc.
INCREASED191,704157,723+33,981+22%$6.7M$7.9M+$1.2M2026-10-14
Towercrest Capital Management
INCREASED186,235175,323+10,912+6%$7.4M$7.7M+$246.7K2026-10-23
Avior Wealth Management, LLC
INCREASED181,784169,050+12,734+8%$7.2M$7.5M+$329.2K2026-10-13
Livet Wealth, LLC
INCREASED177,592168,489+9,103+5%$7.1M$7.3M+$180.0K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED177,516180,364-2,848-2%$7.6M$7.3M-$326.7K2026-10-14
Smith Salley Wealth Management
INCREASED171,963171,419+544+0%$7.3M$7.1M-$176.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED163,865244,899-81,034-33%$10.4M$6.8K-$10.4M2026-11-02
Manske Wealth Management
INCREASED162,145145,122+17,023+12%$6.2M$6.7M+$533.9K2026-10-26
Alliance Wealth Management Group
INCREASED150,618142,228+8,390+6%$6.0M$6.2M+$181.1K2026-10-29
Sigma Investment Counselors Inc
INCREASED149,933108,428+41,505+38%$4.6M$6.2M+$1.6M2026-10-27
Integrity Alliance, Llc.
DECREASED149,635203,697-54,062-27%$8.6M$6.2M-$2.5M2026-10-29
Independent Solutions Wealth Management, LLC
DECREASED148,407154,051-5,644-4%$6.5M$6.1M-$411.5K2026-10-28
Courier Capital LLC
INCREASED144,379142,466+1,913+1%$6.0M$6.0M-$86.3K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED140,094118,658+21,436+18%$5.0M$5.8M+$760.7K2026-10-13
Friedenthal Financial
INCREASED133,222116,854+16,368+14%$5.0M$5.5M+$539.6K2026-10-27
Shelter Rock Management, LLC
INCREASED132,2255,896+126,329+2143%$250.0K$5.4M+$5.2M2026-10-09
Level Financial Advisors
DECREASED121,975122,620-645-1%$5.2M$5.0M-$168.8K2026-10-13
Flavin Financial Services, Inc.
INCREASED121,25587,140+34,115+39%$3.7M$5.0M+$1.3M2026-10-21
Jmac Enterprises LLC
INCREASED120,008118,278+1,730+1%$5.0M$5.0M-$65.8K2026-10-30
Kestra Private Wealth Services, LLC
INCREASED115,026112,342+2,684+2%$4.8M$4.7M-$19.6K2026-11-06
BridgePort Financial Solutions, LLC
DECREASED113,307146,455-33,148-23%$6.2M$4.7M-$1.5M2026-11-02
StoneX Group Inc.
INCREASED105,99990,323+15,676+17%$3.8M$4.4M+$543.5K2026-11-03
Adell Harriman & Carpenter Inc
DECREASED105,363120,304-14,941-12%$5.1M$4.3M-$755.9K2026-11-02
Fulton Breakefield Broenniman LLC
INCREASED93,74689,168+4,578+5%$3.8M$3.9M+$85.4K2026-11-03
City Holding Co
DECREASED88,46690,746-2,280-3%$3.8M$3.6M-$198.4K2026-10-19
Barclays PLC
NEW87,298—+87,298——$3.6M—2026-11-06
Old National Bancorp
INCREASED86,03984,371+1,668+2%$3.6M$3.5M-$29.1K2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED85,460208,317-122,857-59%$8.8M$3.5M-$5.3M2026-11-03
Client First Capital LLC
NEW84,876—+84,876——$3.5M—2026-10-22
Diversified Enterprises, LLC
INCREASED84,00357,208+26,795+47%$2.4M$3.5M+$1.0M2026-10-19
Center For Asset Management LLC
INCREASED82,62265,132+17,490+27%$2.8M$3.4M+$646.0K2026-10-16
Sovran Advisors, LLC
INCREASED81,53470,859+10,675+15%$3.0M$3.4M+$389.3K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED81,41776,211+5,206+7%$3.2M$3.4M+$126.3K2026-10-16
Endowment Wealth Management, Inc.
INCREASED80,47470,113+10,361+15%$3.0M$3.3M+$346.0K2026-11-03
Future Financial Wealth Managment LLC
INCREASED79,05872,749+6,309+9%$3.1M$3.3M+$202.8K2026-10-15
Essex LLC
INCREASED75,51269,068+6,444+9%$2.9M$3.1M+$185.7K2026-10-14
Parcion Private Wealth LLC
INCREASED74,34371,771+2,572+4%$3.0M$3.1M+$22.9K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED71,96869,739+2,229+3%$3.0M$3.0M+$11.1K2026-11-05
Regions Financial Corp
INCREASED69,54666,901+2,645+4%$2.8M$2.9M+$31.5K2026-11-05
TigerOak Management, L.L.C.
INCREASED69,31765,092+4,225+6%$2.8M$2.9M+$98.8K2026-10-23
Virtue Capital Management, LLC
DECREASED67,19372,397-5,204-7%$3.1M$2.8M-$298.6K2026-10-29
Apollon Wealth Management, LLC
DECREASED67,126104,252-37,126-36%$4.4M$2.8M-$1.7M2026-10-23
Farther Finance Advisors, LLC
DECREASED67,06168,036-975-1%$2.9M$2.8M-$119.0K2026-10-08
Rosenberg Matthew Hamilton
INCREASED66,65959,273+7,386+12%$2.5M$2.7M+$235.9K2026-10-05
Perigon Wealth Management, LLC
INCREASED66,31958,982+7,337+12%$2.5M$2.7M+$234.2K2026-10-22
Chicago Partners Investment Group LLC
INCREASED65,63557,282+8,353+15%$2.4M$2.7M+$289.5K2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED64,10866,105-1,997-3%$2.8M$2.6M-$159.1K2026-10-27
Sigma Planning Corp
INCREASED63,29961,071+2,228+4%$2.6M$2.6M+$21.0K2026-10-23
Alterna Wealth Management, Inc
DECREASED61,07464,987-3,913-6%$2.8M$2.5M-$236.8K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED59,81360,804-991-2%$2.6M$2.5M-$111.4K2026-10-29
Ticino Wealth
INCREASED57,56653,166+4,400+8%$2.3M$2.4M+$119.8K2026-10-13
Cordoba Advisory Partners LLC
INCREASED54,82054,019+801+1%$2.3M$2.3M-$29.6K2026-10-19
Squire Investment Management Company, LLC
INCREASED53,98753,422+565+1%$2.3M$2.2M-$38.7K2026-11-03
Thrive Capital Management, LLC
INCREASED52,72151,924+797+2%$2.2M$2.2M-$27.3K2026-10-28
1834 Investment Advisors Co
INCREASED52,35251,633+719+1%$2.2M$2.2M-$30.2K2026-10-16
First National Trust Co
INCREASED51,10017,714+33,386+188%$751.3K$2.1M+$1.4M2026-10-28
Diversify Wealth Management, LLC
DECREASED48,46749,779-1,312-3%$2.1M$2.0M-$98.3K2026-10-20
Diversify Advisory Services, LLC
DECREASED48,46749,779-1,312-3%$2.1M$2.0M-$98.3K2026-10-20
Guardian Asset Advisors, LLC
DECREASED45,40859,397-13,989-24%$2.5M$1.9M-$646.0K2026-10-16
Csenge Advisory Group
DECREASED44,49445,314-820-2%$1.9M$1.8M-$86.4K2026-11-04
Atria Investments, Inc
DECREASED41,18551,241-10,056-20%$2.2M$1.7M-$474.2K2026-10-15
Sanchez Gaunt Capital Management, LLC
DECREASED39,97941,070-1,091-3%$1.7M$1.6M-$92.6K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED39,94414,432+25,512+177%$612.1K$1.6M+$1.0M2026-10-28
Horizon Wealth Management, LLC
NEW39,684—+39,684——$1.6M—2026-11-02
Factor Wealth Management LTD
DECREASED37,74438,018-274-1%$1.6M$1.6M-$55.4K2026-10-08
Canvas Wealth Advisors, LLC
INCREASED37,61434,663+2,951+9%$1.5M$1.6M+$83.8K2026-11-02
TriaGen Wealth Management LLC
INCREASED37,06034,932+2,128+6%$1.5M$1.5M+$47.3K2026-10-14
Guidance Point Advisors, LLC
INCREASED36,78436,281+503+1%$1.5M$1.5M-$21.2K2026-10-15
Richardson Financial Services Inc.
DECREASED36,74638,069-1,323-3%$1.6M$1.5M-$98.7K2026-10-30
Balefire, LLC
DECREASED36,59646,998-10,402-22%$2.0M$1.5M-$483.6K2026-10-09
Sterling Investment Counsel, LLC
DECREASED36,49037,038-548-1%$1.6M$1.5M-$65.6K2026-10-19
IFP Advisors, Inc
DECREASED35,93936,491-552-2%$1.5M$1.5M-$65.1K2026-10-16
TFB Advisors LLC
INCREASED35,37730,084+5,293+18%$1.3M$1.5M+$183.4K2026-11-02
Western Financial Corp
DECREASED33,84534,214-369-1%$1.5M$1.4M-$54.9K2026-10-14
ARQ Wealth Advisors, LLC
DECREASED33,79743,710-9,913-23%$1.8M$1.4M-$449.1K2026-10-29
PNC Financial Services Group, Inc.
INCREASED33,76229,150+4,612+16%$1.2M$1.4M+$156.4K2026-11-06
Naples Global Advisors, LLC
DECREASED32,71833,583-865-3%$1.4M$1.3M-$74.6K2026-11-05
Prospera Financial Services Inc
DECREASED31,73235,516-3,784-11%$1.5M$1.3M-$197.1K2026-11-04
First Citizens Bank & Trust Co
DECREASED31,39632,899-1,503-5%$1.4M$1.3M-$100.2K2026-10-14
Columbia Bank
DECREASED31,21833,144-1,926-6%$1.4M$1.3M-$117.9K2026-10-29
D.A. Davidson & Co.
INCREASED30,58812,595+17,993+143%$534.2K$1.3M+$727.6K2026-10-28
IPG Investment Advisors LLC
INCREASED30,27627,378+2,898+11%$1.2M$1.2M+$87.8K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED29,82132,452-2,631-8%$1.4M$1.2M-$146.2K2026-11-03
Level Four Advisory Services, LLC
INCREASED29,62628,187+1,439+5%$1.2M$1.2M+$26.6K2026-11-06
21 West Wealth Management LLC
INCREASED29,58029,071+509+2%$1.2M$1.2M-$12.7K2026-10-13
HCR Wealth Advisors
DECREASED29,51641,400-11,884-29%$1.8M$1.2M-$538.2K2026-10-15
Cogent Private Wealth, Inc.
UNCHANGED29,29929,29900%$1.2M$1.2M-$34.0K2026-11-06
Klaas Financial Asset Advisors, LLC
INCREASED29,28727,682+1,605+6%$1.2M$1.2M+$34.1K2026-10-19
Norden Group LLC
INCREASED29,24627,411+1,835+7%$1.2M$1.2M+$43.9K2026-10-20
Sage Advisory Services, Ltd.Co.
UNCHANGED28,65028,65000%$1.2M$1.2M-$33.0K2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED27,80827,640+168+1%$1.2M$1.1M-$25.1K2026-10-20
Independent Financial Group, LLC
INCREASED26,03417,839+8,195+46%$756.6K$1.1M+$317.3K2026-10-13
Axxcess Wealth Management, LLC
INCREASED25,73818,607+7,131+38%$789.1K$1.1M+$272.6K2026-10-21
JFS Wealth Advisors, LLC
DECREASED25,35126,849-1,498-6%$1.1M$1.0M-$92.9K2026-11-03
Pacific Excel Wealth Advisors, Inc.
INCREASED25,0526,869+18,183+265%$291.3K$1.0M+$741.8K2026-10-27
City Center Advisors, LLC
INCREASED24,99619,223+5,773+30%$815.2K$1.0M+$215.9K2026-10-08
Portfolio Strategies, Inc.
UNCHANGED24,58924,58900%$1.0M$1.0M-$28.5K2026-11-06
Compound Planning, Inc.
DECREASED24,05331,252-7,199-23%$1.3M$992.2K-$333.3K2026-11-05
Pinion Investment Advisors, LLC
DECREASED23,54523,932-387-2%$1.0M$971.2K-$43.7K2026-11-04
Advisor OS, LLC
INCREASED23,44222,303+1,139+5%$945.9K$967.0K+$21.1K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED23,24718,350+4,897+27%$778.2K$958.9K+$180.7K2026-10-28
Rossby Financial, LCC
INCREASED23,20611,147+12,059+108%$472.7K$957.2K+$484.5K2026-11-05
Independent Wealth Network Inc.
INCREASED22,61820,942+1,676+8%$888.2K$933.0K+$44.8K2026-10-19
Blankinship & Foster, LLC
INCREASED22,18821,940+248+1%$930.5K$915.3K-$15.2K2026-10-19
First Hawaiian Bank
DECREASED22,07326,628-4,555-17%$1.1M$910.5K-$218.8K2026-10-14
Darden Wealth Group Inc
INCREASED21,29221,239+53+0%$900.7K$878.3K-$22.4K2026-11-06
Creative Financial Designs Inc
INCREASED20,93619,625+1,311+7%$832.3K$863.6K+$31.3K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED20,91443,235-22,321-52%$1.8M$862.7K-$970.9K2026-10-16
Hunter Associates Investment Management LLC
INCREASED19,55219,190+362+2%$812.0K$810-$811.2K2026-10-26
HBK Sorce Advisory LLC
UNCHANGED19,54519,54500%$822.8K$803.9K-$19.0K2026-11-06
Montecito Bank & Trust
UNCHANGED18,87018,87000%$800.3K$778.4K-$21.9K2026-10-01
Dynamic Advisor Solutions LLC
DECREASED18,49719,233-736-4%$815.7K$763.0K-$52.7K2026-10-13
Claro Advisors Inc.
DECREASED18,35329,822-11,469-38%$1.3M$757.1K-$507.7K2026-11-02
Destiny Capital Corp
DECREASED17,12720,534-3,407-17%$870.9K$706.5K-$164.4K2026-11-03
Johnson Bixby & Associates, LLC
DECREASED17,10618,065-959-5%$766.1K$705.6K-$60.5K2026-10-14
Uptick Partners, LLC
DECREASED16,94619,721-2,775-14%$836.4K$699.0K-$137.3K2026-11-04
Courage Miller Partners, LLC
INCREASED16,77416,773+1+0%$711.3K$691.9K-$19.4K2026-10-21
Advisory Solutions Group, LLC
DECREASED16,62018,366-1,746-10%$778.9K$685.6K-$93.3K2026-10-14
Portus Wealth Advisors, LLC
DECREASED16,58516,712-127-1%$708.8K$684.1K-$24.6K2026-10-13
Private Trust Co NA
INCREASED16,40312,733+3,670+29%$540.0K$676.6K+$136.6K2026-10-20
Diversified Portfolios, Inc.
UNCHANGED16,30016,30000%$691.3K$672.4K-$18.9K2026-11-04
RFG Advisory, LLC
DECREASED16,11717,047-930-5%$723.0K$664.8K-$58.1K2026-11-03
S.E.E.D. Planning Group LLC
INCREASED15,77515,366+409+3%$651.7K$650.7K-$9332026-10-07
Kraematon Investment Advisors, Inc
DECREASED15,73816,928-1,190-7%$717.9K$649.2K-$68.7K2026-11-02
Patriot Investment Management Group, Inc.
INCREASED15,03513,377+1,658+12%$567.3K$620.2K+$52.9K2026-10-15
AlphaCore Capital LLC
INCREASED14,89614,830+66+0%$628.9K$614.5K-$14.5K2026-11-04
Advanced Asset Management Advisors Inc
UNCHANGED14,80014,80000%$627.7K$610.5K-$17.2K2026-10-20
Fifth Third Bancorp
DECREASED14,50017,716-3,216-18%$751.3K$598.1K-$153.2K2026-11-05
Vise Technologies, Inc.
DECREASED14,27215,195-923-6%$644.4K$588.7K-$55.7K2026-10-29
Root Financial Partners, LLC
DECREASED14,00814,934-926-6%$633.4K$577.8K-$55.5K2026-10-21
Meridian Wealth Management, LLC
NEW13,885—+13,885——$572.8K—2026-11-05
Waystone Advisors LLC
DECREASED13,82114,015-194-1%$594.4K$586.2K-$8.2K2026-10-16
Secure Asset Management, LLC
INCREASED13,49813,346+152+1%$566.0K$556.8K-$9.2K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED13,21814,236-1,018-7%$603.7K$545.2K-$58.5K2026-10-28
Nilsine Partners, LLC
NEW13,155—+13,155——$542.6K—2026-11-02
Delta Wealth Advisors LLC
DECREASED13,14014,030-890-6%$595.0K$542.0K-$53.0K2026-10-09
Howard Wealth Management, LLC
INCREASED13,03411,860+1,174+10%$503.0K$537.7K+$34.7K2026-10-28
American Capital Advisory, LLC
NEW13,000—+13,000——$536.3K—2026-10-28
CWA Asset Management Group, LLC
INCREASED12,9477,294+5,653+78%$309.3K$534.1K+$224.7K2026-10-19
Central Pacific Bank - Trust Division
INCREASED12,82012,712+108+1%$539.1K$528.8K-$10.3K2026-10-06
Oppenheimer & Co Inc
DECREASED12,37116,228-3,857-24%$688.2K$510.3K-$177.9K2026-10-26
Beirne Wealth Consulting Services, LLC
DECREASED12,19912,401-202-2%$526.1K$503.3K-$22.8K2026-10-19
Lanark Financial, Inc.
INCREASED12,19410,692+1,502+14%$453.4K$503.0K+$49.6K2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED12,18012,18000%$516.5K$516.5K$02026-11-03
Financial Management Network Inc
DECREASED12,16712,492-325-3%$527.5K$499.7K-$27.8K2026-10-09
Brookstone Capital Management
INCREASED12,16110,743+1,418+13%$455.6K$501.7K+$46.0K2026-10-22
Sheets Smith Wealth Management
INCREASED11,93011,925+5+0%$505.7K$492.1K-$13.6K2026-10-16
Portland Financial Advisors Inc
INCREASED11,54911,484+65+1%$487.0K$476.4K-$10.6K2026-10-26
Wespac Advisors, LLC
DECREASED11,41912,234-815-7%$518.8K$471.0K-$47.8K2026-10-26
Savant Capital, LLC
INCREASED11,3458,671+2,674+31%$366.6K$468.0K+$101.4K2026-11-06
Worth Financial Advisory Group, LLC
INCREASED11,31211,234+78+1%$476.4K$466.6K-$9.8K2026-10-19
Stewardship Advisors, LLC
INCREASED11,25910,831+428+4%$459.3K$464.4K+$5.1K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED11,16910,831+338+3%$459.3K$460.7K+$1.4K2026-10-29
David Kennon Inc
DECREASED10,93311,125-192-2%$471.8K$451.0K-$20.8K2026-10-13
Ndwm LLC
INCREASED10,77910,769+10+0%$456.7K$444.6K-$12.1K2026-11-05
Signal Advisors Wealth, LLC
INCREASED10,6426,274+4,368+70%$266.1K$439.0K+$172.9K2026-10-13
Parallel Advisors, LLC
DECREASED10,48510,583-98-1%$448.8K$432.5K-$16.3K2026-11-03
Smith Chas P & Associates PA Cpas
INCREASED10,2509,933+317+3%$421.2K$420.7K-$5982026-10-22
Baker Tilly Wealth Management, LLC
DECREASED10,17210,484-312-3%$444.6K$419.6K-$25.0K2026-10-05
Key Capital Management, Inc
INCREASED9,994968+9,026+932%$41.1K$413.0K+$372.0K2026-11-03
Globalt Investments LLC / GA
DECREASED9,93110,171-240-2%$431.4K$409.7K-$21.7K2026-10-27
Brindle & Bay Financial Advisors, LLC
INCREASED9,7969,719+77+1%$412.2K$404.1K-$8.1K2026-10-15
PKS Advisory Services, LLC
UNCHANGED9,6419,64100%$408.8K$408.8K$02026-10-26
WMG Financial Advisors, LLC
UNCHANGED9,3859,38500%$398.0K$398.0K$02026-10-28
GK Wealth Management LLC
DECREASED9,35816,240-6,882-42%$688.7K$386.0K-$302.7K2026-10-09
Insight Wealth Strategies, LLC
NEW9,355—+9,355——$385.9K—2026-10-09
Redwood Financial Network Corp
UNCHANGED8,9458,94500%$379.4K$369.0K-$10.4K2026-11-03
Schear Investment Advisers, LLC
NEW8,809—+8,809——$363.4K—2026-10-14
Tempo Wealth, LLC
DECREASED8,8099,298-489-5%$394.3K$363.4K-$31.0K2026-10-14
John W. Brooker & Co., CPAs
INCREASED8,7877,252+1,535+21%$307.6K$362.5K+$54.9K2026-10-21
AlphaCentric Advisors LLC
INCREASED8,7727,783+989+13%$330.1K$361.8K+$31.8K2026-11-03
XML Financial, LLC
INCREASED8,6177,971+646+8%$338.1K$355.4K+$17.4K2026-10-29
MRA Advisory Group
INCREASED8,5168,470+46+1%$359.2K$351.3K-$7.9K2026-10-07
BankPlus Wealth Management LLC
DECREASED8,2828,843-561-6%$375.0K$341.6K-$33.4K2026-10-13
Realta Investment Advisors
INCREASED8,1452,070+6,075+293%$87.8K$336.0K+$248.2K2026-10-14
Acorn Wealth Advisors, LLC
DECREASED7,9688,320-352-4%$352.9K$328.7K-$24.2K2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED7,7579,557-1,800-19%$405.3K$320.0K-$85.3K2026-10-09
Idaho Trust Co
DECREASED7,67711,518-3,841-33%$488.3K$316.7K-$171.7K2026-11-04
Liberty Capital Management, Inc.
UNCHANGED7,5627,56200%$320.7K$311.9K-$8.8K2026-11-02
Optivise Advisory Services LLC
DECREASED7,30810,150-2,842-28%$430.4K$301.5K-$129.0K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED7,1465,779+1,367+24%$245.1K$295.1K+$50.0K2026-10-30
United Advisor Group, LLC
INCREASED7,0855,863+1,222+21%$248.7K$292.3K+$43.6K2026-11-03
CKW Financial Group
DECREASED7,0648,833-1,769-20%$373.0K$290-$372.7K2026-10-29
Shepherd Financial Partners LLC
INCREASED6,9746,903+71+1%$292.8K$287.7K-$5.1K2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED6,9446,783+161+2%$287.7K$286.4K-$1.2K2026-10-23
BAM Wealth Management, LLC
INCREASED6,8105,576+1,234+22%$236.5K$280.9K+$44.4K2026-10-15
Focus Wealth Advisors, LLC
UNCHANGED6,7676,76700%$287.0K$279.1K-$7.8K2026-10-14
Third View Private Wealth, LLC
DECREASED6,7507,386-636-9%$313.2K$278.4K-$34.8K2026-10-30
ERn Financial, LLC
INCREASED6,6276,603+24+0%$280.0K$273.4K-$6.7K2026-10-28
Wedbush Securities Inc
DECREASED6,6108,894-2,284-26%$377.0K$273-$376.7K2026-10-22
Avidian Wealth Enterprises, LLC
NEW6,570—+6,570——$271.0K—2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED6,4825,539+943+17%$235.0K$267.4K+$32.3K2026-10-13
Mesirow Financial Investment Management, Inc.
NEW6,394—+6,394——$263.8K—2026-11-05
Simplicity Wealth,LLC
NEW6,385—+6,385——$263.4K—2026-10-23
APS Management Group, Inc.
DECREASED6,31418,248-11,934-65%$773.9K$260.5K-$513.4K2026-10-14
Beaumont Asset Management, L.L.C.
INCREASED6,2386,018+220+4%$255.2K$257.3K+$2.1K2026-10-16
Americana Partners, LLC
UNCHANGED6,2336,23300%$264.3K$257.1K-$7.2K2026-10-28
Integrated Capital Management, LLC
DECREASED6,1596,680-521-8%$283.3K$254.1K-$29.2K2026-10-23
North Star Investment Management Corp.
DECREASED6,1557,255-1,100-15%$307.7K$253.9K-$53.8K2026-10-27
Procyon Advisors, LLC
DECREASED6,0978,947-2,850-32%$379.4K$251.5K-$127.9K2026-10-21
Two West Capital Advisors LLC
INCREASED6,0225,988+34+1%$252.9K$248.8K-$4.1K2026-10-15
Saxony Capital Management, LLC
DECREASED6,0206,163-143-2%$261.4K$248.3K-$13.0K2026-10-15
Indivisible Partners
DECREASED5,9906,103-113-2%$258.8K$247.1K-$11.8K2026-10-26
Stableford Capital II LLC
UNCHANGED5,9485,94800%$252.3K$245.4K-$6.9K2026-10-09
Commonwealth Financial Services, LLC
DECREASED5,84811,568-5,720-49%$490.6K$241.2K-$249.4K2026-10-20
Objective Capital Management, LLC
DECREASED5,7397,237-1,498-21%$306.9K$236.7K-$70.2K2026-10-13
Private Client Services, LLC
NEW5,553—+5,553——$229.0K—2026-10-02
Koshinski Asset Management, Inc.
DECREASED5,3815,542-161-3%$235.0K$222.0K-$13.1K2026-10-29
Thrivent Financial for Lutherans
INCREASED5,3665,322+44+1%$226.0K$220.0K-$6.0K2026-11-05
Chapin Davis, Inc.
INCREASED5,3525,262+90+2%$223.1K$220.8K-$2.4K2026-10-09
Princeton Global Asset Management LLC
DECREASED5,3515,438-87-2%$230.6K$220.7K-$9.9K2026-10-21
Vericrest Private Wealth
DECREASED5,3205,939-619-10%$251.9K$219.5K-$32.4K2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED5,3074,960+347+7%$210.4K$218.9K+$8.6K2026-10-16
Blue Trust, Inc.
UNCHANGED5,3025,30200%$224.9K$218.7K-$6.2K2026-10-15
Hudson Oak Wealth Advisory LLC
NEW5,264—+5,264——$217.1K—2026-10-16
Patriot Financial Group Insurance Agency, LLC
NEW5,260—+5,260——$217.0K—2026-10-14
McAdam, LLC
NEW5,170—+5,170——$213.3K—2026-10-21
Sowell Financial Services LLC
DECREASED5,1626,179-1,017-16%$262.1K$212.9K-$49.1K2026-10-23
Rose Capital Advisors LLC
NEW5,068—+5,068——$209.1K—2026-11-04
Walkner Condon Financial Advisors LLC
UNCHANGED5,0655,06500%$214.8K$208.9K-$5.9K2026-11-02
Asset One Wealth Management LLC
INCREASED5,0134,899+114+2%$207.1K$206.8K-$3442026-11-02
Forza Wealth Management, LLC
UNCHANGED4,9754,97500%$211.0K$205.2K-$5.8K2026-10-20
Eagle Global Advisors LLC
NEW4,973—+4,973——$205.1K—2026-11-02
Summit Wealth Group LLC / Co
DECREASED4,8967,080-2,184-31%$300.3K$202.0K-$98.3K2026-10-29
Journey Retirement Planning & Investment Management LLC
DECREASED4,8675,547-680-12%$235.3K$200.8K-$34.5K2026-10-09
Buck Wealth Strategies, LLC
DECREASED3,9234,288-365-9%$181.9K$161.8K-$20.0K2026-10-28
Signaturefd, LLC
INCREASED3,6881,358+2,330+172%$57.6K$152.1K+$94.5K2026-10-23
Winthrop Capital Management, LLC
UNCHANGED3,5203,52000%$149.0K$145.2K-$3.8K2026-11-05
Signature Equity Partners, LLC
INCREASED3,3392,720+619+23%$115.4K$137.7K+$22.4K2026-10-29
Pacifica Partners Inc.
INCREASED3,1241,299+1,825+140%$54.9K$128.2K+$73.4K2026-10-09
Triumph Capital Management
DECREASED3,0954,293-1,198-28%$182.1K$127.7K-$54.4K2026-10-14
Compass Financial Management LLC
NEW2,756—+2,756——$113.7K—2026-10-30
Larson Financial Group LLC
INCREASED2,7542,747+7+0%$116.5K$113.6K-$2.9K2026-11-05
Mosley Wealth Management
INCREASED2,6932,665+28+1%$113.0K$110.9K-$2.1K2026-10-16
Allworth Financial LP
INCREASED2,4812,464+17+1%$104.5K$105.2K+$7382026-11-06
CoreCap Advisors, LLC
DECREASED2,3972,433-36-1%$103.2K$98.9K-$4.3K2026-10-08
EPG Wealth Management LLC
UNCHANGED2,1732,17300%$92.2K$89.6K-$2.5K2026-11-03
Duncker Streett & Co Inc
UNCHANGED2,0042,00400%$85.0K$82.7K-$2.3K2026-10-27
Richardson Capital Management LLC
INCREASED1,8581,802+56+3%$76.4K$76.6K+$2072026-10-23
Elevation Wealth Partners, LLC
NEW1,814—+1,814——$74.8K—2026-10-07
Monetary Solutions, Ltd
UNCHANGED1,5401,54000%$65.3K$63.5K-$1.8K2026-10-22
Heritage Family Offices, LLP
DECREASED1,2426,869-5,627-82%$291.3K$51.2K-$240.1K2026-11-02
Y.D. More Investments Ltd
NEW1,049—+1,049——$43.3K—2026-11-02
Ascentis Independent Advisors
NEW1,000—+1,000——$41.3K—2026-11-03
Nfsg Corp
INCREASED981965+16+2%$40.9K$40.5K-$4312026-10-15
TD Waterhouse Canada Inc.
NEW922—+922——$37.8K—2026-10-16
Latitude Advisors, LLC
NEW883—+883——$36.4K—2026-10-27
Jacobi Capital Management LLC
NEW872—+872——$36.0K—2026-11-05
Spire Wealth Management
DECREASED840841-10%$35.6K$34.6K-$1.0K2026-10-30
UMB Bank, n.a.
UNCHANGED79679600%$33.8K$32.8K-$9232026-11-06
MidAtlantic Capital Management, Inc.
NEW777—+777——$32.1K—2026-11-05
Cape Investment Advisory, Inc.
INCREASED748732+16+2%$31.0K$30.9K-$1892026-10-13
Golden State Wealth Management, LLC
DECREASED7261,836-1,110-60%$77.9K$30.0K-$47.9K2026-11-02
Plante Moran Financial Advisors, LLC
NEW724—+724——$29.9K—2026-11-04
Blueline Advisors LLC
UNCHANGED72272200%$30.6K$29.8K-$8382026-10-15
US Bancorp \de\
DECREASED715986-271-27%$41.8K$29.5K-$12.3K2026-11-05
Markowski Investments
UNCHANGED69569500%$29.5K$28.7K-$8062026-10-30
Evolution Wealth Management Inc.
DECREASED6211,234-613-50%$52.3K$25.6K-$26.7K2026-10-28
Coastline Trust Co
DECREASED5602,560-2,000-78%$108.6K$23.1K-$85.5K2026-10-01
Montag A & Associates Inc
UNCHANGED44544500%$18.9K$18.4K-$5162026-10-29
RMG Wealth Management LLC
DECREASED42142,730-42,309-99%$1.8M$17.3K-$1.8M2026-10-26
Abound Wealth Management
NEW402—+402——$16.6K—2026-10-26
Citigroup Inc
UNCHANGED36536500%$15.5K$15.1K-$4242026-11-04
Mascoma Wealth Management LLC
UNCHANGED35135100%$14.9K$14.5K-$4072026-10-23
Trust Co of Vermont
INCREASED327114+213+187%$4.8K$13.5K+$8.7K2026-10-21
Vima LLC
UNCHANGED16016000%$6.8K$6.6K-$1862026-10-23
Syntax Research, Inc.
UNCHANGED12212200%$5.2K$5.0K-$1422026-11-04
Sunrise Financial Services, LLC
UNCHANGED11511500%$4.9K$4.7K-$1332026-10-21
Parkside Financial Bank & Trust
UNCHANGED10010000%$4.2K$4.1K-$1162026-10-27
First Premier Bank
UNCHANGED939300%$4$4$02026-10-13
Highline Wealth Partners LLC
NEW82—+82——$3.4K—2026-10-19
Planning Strategies Inc.
UNCHANGED808000%$3.4K$3.3K-$932026-10-02
Glass Jacobson Investment Advisors llc
NEW60—+60——$2.5K—2026-10-26
NBT Bank, N.A.
UNCHANGED555500%$2.3K$2.3K-$642026-10-21
Nvest Wealth Strategies, Inc.
INCREASED4422+22+100%$934$1.8K+$8822026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED444400%$1.9K$1.8K-$512026-11-05
Provenance Wealth Advisors, LLC
NEW32—+32——$1.3K—2026-10-30
McCarley & Cook Financial Planners
UNCHANGED313100%$1.3K$1.3K-$362026-10-21
Trifecta Capital Advisors, LLC
UNCHANGED252500%$1.1K$1.0K-$292026-10-21
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED141400%$594$578-$162026-10-07
Gamma Investing LLC
UNCHANGED7700%$297$289-$82026-10-08
Russell Investments Group, Ltd.
UNCHANGED1100%$42$41-$12026-11-06
TD Private Client Wealth LLC
UNCHANGED1100%$31$30-$12026-10-28
Clearstead Advisors, LLC
CLOSED0271,154-271,154-100%$11.5M$0-$11.5M2026-11-06
State of New Jersey Common Pension Fund D
CLOSED0250,360-250,360-100%$10.6M$0-$10.6M2026-11-05
Portfolio Design Labs, LLC
CLOSED0143,624-143,624-100%$6.1M$0-$6.1M2026-11-04
S. R. Schill & Associates
CLOSED062,467-62,467-100%$2.6M$0-$2.6M2026-10-20
Hofer & Associates. Inc
CLOSED050,392-50,392-100%$2.1M$0-$2.1M2026-10-13
AXS Investments LLC
CLOSED040,465-40,465-100%$1.7M$0-$1.7M2026-11-04
Heritage OAK Wealth Advisors LLC
CLOSED018,808-18,808-100%$797.6K$0-$797.6K2026-10-14
Oasis Advisors, LLC
CLOSED018,623-18,623-100%$789.8K$0-$789.8K2026-10-16
BayBridge Capital Group, LLC
CLOSED015,849-15,849-100%$672.1K$0-$672.1K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED014,836-14,836-100%$629.2K$0-$629.2K2026-10-14
TBH Global Asset Management, LLC
CLOSED013,218-13,218-100%$560.6K$0-$560.6K2026-11-03
One Wealth Capital Management, LLC
CLOSED011,678-11,678-100%$495.3K$0-$495.3K2026-10-23
Global View Capital Management LLC
CLOSED09,782-9,782-100%$414.9K$0-$414.9K2026-10-28
Strategic Blueprint, LLC
CLOSED08,642-8,642-100%$366.5K$0-$366.5K2026-10-22
Premier Path Wealth Partners, LLC
CLOSED08,169-8,169-100%$346.4K$0-$346.4K2026-10-16
Dana Investment Advisors, Inc.
CLOSED06,801-6,801-100%$288.4K$0-$288.4K2026-11-06
Accurate Wealth Management, LLC
CLOSED05,724-5,724-100%$241.7K$0-$241.7K2026-10-20
Ninety One North America, Inc.
CLOSED05,607-5,607-100%$237.8K$0-$237.8K2026-10-15
ATX Financial Planning, LLC
CLOSED05,237-5,237-100%$222.1K$0-$222.1K2026-10-14
Beacon Financial Advisory LLC
CLOSED05,005-5,005-100%$212.3K$0-$212.3K2026-10-16
Insight Wealth Partners, LLC
CLOSED04,764-4,764-100%$202.0K$0-$202.0K2026-10-26
Wedmont Private Capital
CLOSED04,759-4,759-100%$200.9K$0-$200.9K2026-10-09
International Assets Investment Management, LLC
CLOSED03,322-3,322-100%$140.2K$0-$140.2K2026-11-02
Country Trust Bank
CLOSED02,609-2,609-100%$110.6K$0-$110.6K2026-10-30
Evolution Advisers, Inc.
CLOSED02,376-2,376-100%$100.0K$0-$100.0K2026-11-06
LFA - Lugano Financial Advisors SA
CLOSED01,040-1,040-100%$44.1K$0-$44.1K2026-11-03
AdvisorNet Financial, Inc
CLOSED0919-919-100%$39.0K$0-$39.0K2026-10-15
Wellington Grp LLC
CLOSED0478-478-100%$20.2K$0-$20.2K2026-11-06
Investors Research Corp
CLOSED0455-455-100%$19.3K$0-$19.3K2026-10-07
Tucker Asset Management LLC
CLOSED077-77-100%$3.3K$0-$3.3K2026-10-29
Dhjj Financial Advisors, Ltd.
CLOSED064-64-100%$2.7K$0-$2.7K2026-10-23
Hilton Head Capital Partners, LLC
CLOSED060-60-100%$2.5K$0-$2.5K2026-10-23
GGM Financial LLC
CLOSED030-30-100%$1.3K$0-$1.3K2026-11-05
SYM Financial Corp
CLOSED026-26-100%$1.1K$0-$1.1K2026-10-26
Financial Consulate, Inc
CLOSED018-18-100%$764$0-$7642026-10-23
Maseco LLP
CLOSED010-10-100%$424$0-$4242026-10-27
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$314.4K$317.2K+$2.7K2026-10-29
Royal Bank of Canada
N/A—15,196,742-15,196,742-100%$644.5M———
Morgan Stanley
N/A—14,202,496-14,202,496-100%$602.3M———
Empower Advisory Group, LLC
N/A—13,050,164-13,050,164-100%$553.5M———
BlackRock, Inc.
N/A—4,226,615-4,226,615-100%$179.3M———
Wealthfront Advisers LLC
N/A—2,681,442-2,681,442-100%$113.7M———
Nepc LLC
N/A—2,632,283-2,632,283-100%$111.6M———
Bank of America Corp
N/A—2,623,843-2,623,843-100%$111.3M———
Bramshill Investments, LLC
N/A—2,108,580-2,108,580-100%$89.4M———
Mercer Global Advisors Inc
N/A—2,034,737-2,034,737-100%$86.3M———
Envestnet Asset Management Inc
N/A—1,597,404-1,597,404-100%$67.7M———
Nomura Asset Management Co LTD
N/A—1,573,240-1,573,240-100%$66.7M———
Wells Fargo & Company
N/A—1,521,375-1,521,375-100%$64.5M———
BNP Paribas Asset Management Holding S.A.
N/A—1,077,221-1,077,221-100%$45.7M———
Cetera Investment Advisers
N/A—990,960-990,960-100%$42.0M———
Raymond James Financial Inc
N/A—837,457-837,457-100%$35.5M———
UBS Group AG
N/A—761,939-761,939-100%$32.3M———
Mariner, LLC
N/A—726,574-726,574-100%$30.8M———
Scotia Capital Inc.
N/A—671,455-671,455-100%$28.5M———
Capstone Investment Advisors, LLC
N/A—598,401-598,401-100%$25.4M———
Financial Gravity Companies, Inc.
N/A—560,230-560,230-100%$23.8M———
HighTower Advisors, LLC
N/A—553,158-553,158-100%$23.5M———
MML Investors Services, LLC
N/A—480,840-480,840-100%$20.4M———
American Century Companies Inc
N/A—444,098-444,098-100%$18.8M———
Stifel Financial Corp
N/A—442,322-442,322-100%$18.8M———
Legacy Financial Group LLC
N/A—441,195-441,195-100%$18.7M———
Osaic Holdings, Inc.
N/A—437,857-437,857-100%$18.6M———
Advisors Capital Management, LLC
N/A—431,186-431,186-100%$18.3M———
Loomis Sayles & Co L P
N/A—394,915-394,915-100%$16.7M———
MAI Capital Management
N/A—393,300-393,300-100%$16.7M———
Alesco Advisors, LLC, An ESL Co
N/A—381,033-381,033-100%$16.2M———
Carr Financial Group Corp
N/A—376,508-376,508-100%$16.0M———
KilterHowling LLC
N/A—366,816-366,816-100%$15.6M———
Cascade Wealth Advisors, Inc
N/A—363,259-363,259-100%$15.3M———
Trivium Point Advisory, LLC
N/A—354,915-354,915-100%$15.1M———
Belpointe Asset Management LLC
N/A—337,014-337,014-100%$14.3M———
Ameriprise Financial Inc
N/A—314,777-314,777-100%$13.3M———
Bartlett & Co. Wealth Management LLC
N/A—285,175-285,175-100%$12.1M———
O'shaughnessy Asset Management, LLC
N/A—278,424-278,424-100%$11.8M———
Integrated Wealth Concepts LLC
N/A—277,034-277,034-100%$11.7M———
Waterloo Capital, L.P.
N/A—253,825-253,825-100%$10.8M———
JPMorgan Chase & Co
N/A—247,013-247,013-100%$10.5M———
Pathstone Holdings, LLC
N/A—231,176-231,176-100%$9.8M———
Cascade Financial Partners, LLC
N/A—215,130-215,130-100%$9.1M———
Coral Wealth Management, LLC
N/A—213,527-213,527-100%$9.1M———
Cerity Partners LLC
N/A—173,081-173,081-100%$7.3M———
Stratos Wealth Partners, Ltd.
N/A—171,156-171,156-100%$7.3M———
Alexis Investment Partners, LLC
N/A—171,006-171,006-100%$7.3M———
Arkadios Wealth Advisors
N/A—162,058-162,058-100%$6.9M———
RiverFront Investment Group, LLC
N/A—154,635-154,635-100%$6.6M———
Jones Financial Companies Lllp
N/A—145,486-145,486-100%$6.2M———
CreativeOne Wealth, LLC
N/A—140,602-140,602-100%$6.0M———
Gallagher Fiduciary Advisors, LLC
N/A—129,960-129,960-100%$5.5M———
Norris Financial Group, LLC
N/A—128,011-128,011-100%$5.4M———
Insigneo Advisory Services, LLC
N/A—125,264-125,264-100%$5.3M———
Madden Advisory Services, Inc.
N/A—123,071-123,071-100%$5.2M———
Fairview Capital Investment Management, LLC
N/A—120,358-120,358-100%$5.1M———
Northwestern Mutual Wealth Management Co
N/A—112,482-112,482-100%$4.8M———
Global Retirement Partners, LLC
N/A—108,328-108,328-100%$4.6M———
Atomic Invest LLC
N/A—106,138-106,138-100%$4.5M———
SageView Advisory Group, LLC
N/A—103,914-103,914-100%$4.4M———
Janney Montgomery Scott LLC
N/A—102,404-102,404-100%$4.3M———
One Capital Management, LLC
N/A—100,838-100,838-100%$4.3M———
Goldman Sachs Group Inc
N/A—99,980-99,980-100%$4.2M———
EFG International AG
N/A—98,746-98,746-100%$4.2M———
Larch Capital Partners LLC
N/A—97,387-97,387-100%$4.1M———
Addison Capital Co
N/A—93,733-93,733-100%$4.0M———
Optiver Holding B.V.
N/A—91,248-91,248-100%$3.9M———
Bank of Montreal
N/A—90,239-90,239-100%$3.8M———
American Wealth Advisors, LLC
N/A—85,462-85,462-100%$3.6M———
Webster Bank, N. A.
N/A—85,370-85,370-100%$3.6M———
Mutual Advisors, LLC
N/A—84,938-84,938-100%$3.6M———
Foundations Investment Advisors, LLC
N/A—84,136-84,136-100%$3.6M———
Continuum Advisory, LLC
N/A—83,621-83,621-100%$3.5M———
Drucker Wealth 3.0, LLC
N/A—83,420-83,420-100%$3.5M———
OneDigital Investment Advisors LLC
N/A—83,332-83,332-100%$3.5M———
Dakota Wealth Management
N/A—81,927-81,927-100%$3.5M———
Prosperity Consulting Group, LLC
N/A—80,626-80,626-100%$3.4M———
World Investment Advisors
N/A—78,327-78,327-100%$3.3M———
Investments & Financial Planning, LLC
N/A—73,848-73,848-100%$3.1M———
Gateway Wealth Partners, LLC
N/A—67,197-67,197-100%$2.8M———
Composition Wealth, LLC
N/A—66,297-66,297-100%$2.8M———
Arete Wealth Advisors, LLC
N/A—66,095-66,095-100%$2.8M———
D L Carlson Investment Group Inc
N/A—64,010-64,010-100%$2.7M———
Impact Partnership Wealth, LLC
N/A—63,836-63,836-100%$2.7M———
PFG Investments, LLC
N/A—60,089-60,089-100%$2.5M———
Prudential Financial Inc
N/A—59,412-59,412-100%$2.5M———
Capital Financial Group Inc\co\
N/A—59,012-59,012-100%$2.5M———
Focus Partners Advisor Solutions, LLC
N/A—57,921-57,921-100%$2.5M———
Owen LaRue, LLC
N/A—56,799-56,799-100%$2.4M———
Arax Advisory Partners
N/A—55,063-55,063-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—54,363-54,363-100%$2.3M———
Savvy Advisors, Inc.
N/A—54,010-54,010-100%$2.3M———
Crabel Capital Management, LLC
N/A—53,901-53,901-100%$2.3M———
Strategic Investment Advisors / MI
N/A—52,857-52,857-100%$2.2M———
Advisory Services Network, LLC
N/A—52,159-52,159-100%$2.2M———
Mount Lucas Management LP
N/A—52,003-52,003-100%$2.2M———
Geneos Wealth Management Inc.
N/A—50,725-50,725-100%$2.2M———
Equitable Holdings, Inc.
N/A—50,602-50,602-100%$2.1M———
Orion Porfolio Solutions, LLC
N/A—49,876-49,876-100%$2.1M———
Zuckerman Investment Group, LLC
N/A—49,872-49,872-100%$2.1M———
Summit Financial, LLC
N/A—49,376-49,376-100%$2.1M———
Pacer Advisors, Inc.
N/A—46,980-46,980-100%$2.0M———
GeoWealth Management, LLC
N/A—44,418-44,418-100%$1.9M———
Western Wealth Management, LLC
N/A—44,272-44,272-100%$1.9M———
Laffer Tengler Investments, Inc.
N/A—44,195-44,195-100%$1.9M———
NewEdge Advisors, LLC
N/A—43,591-43,591-100%$1.8M———
Steward Partners Investment Advisory, LLC
N/A—42,694-42,694-100%$1.8M———
BFC Planning, Inc.
N/A—41,756-41,756-100%$1.8M———
Cresset Asset Management, LLC
N/A—40,985-40,985-100%$1.7M———
Sanctuary Advisors, LLC
N/A—40,298-40,298-100%$1.7M———
Sierra Capital LLC
N/A—39,915-39,915-100%$1.7M———
Brand Asset Management Group, Inc.
N/A—39,652-39,652-100%$1.7M———
Sandro Wealth Management LLC
N/A—38,722-38,722-100%$1.6M———
Capital Analysts, LLC
N/A—35,914-35,914-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—35,437-35,437-100%$1.5M———
Planning Directions Inc
N/A—35,255-35,255-100%$1.5M———
Jaffetilchin Investment Partners, LLC
N/A—34,789-34,789-100%$1.5M———
Seaview Investment Managers LLC
N/A—34,307-34,307-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—32,948-32,948-100%$1.4M———
Bakala Capital LLC
N/A—32,864-32,864-100%$1.4M———
49 Wealth Management, LLC
N/A—32,444-32,444-100%$1.4M———
Alongside, LLC
N/A—32,444-32,444-100%$1.4M———
Obsido Oy
N/A—32,060-32,060-100%$1.4M———
NorthStar Asset Management LLC
N/A—31,516-31,516-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—31,069-31,069-100%$1.3M———
Millennium Management LLC
N/A—30,575-30,575-100%$1.3M———
Principal Securities, Inc.
N/A—29,335-29,335-100%$1.2M———
Tidal Investments LLC
N/A—29,162-29,162-100%$1.2M———
Resurgent Financial Advisors LLC
N/A—28,912-28,912-100%$1.2M———
Summit Wealth Partners, LLC
N/A—28,228-28,228-100%$1.2M———
Entelevest, LLC
N/A—28,130-28,130-100%$1.2M———
NorthRock Partners, LLC
N/A—27,200-27,200-100%$1.2M———
Regal Investment Advisors LLC
N/A—25,430-25,430-100%$1.1M———
SouthState Bank Corp
N/A—25,177-25,177-100%$1.1M———
Oakmont Advisory Group, LLC
N/A—25,114-25,114-100%$1.1M———
Kintra Wealth, LLC
N/A—24,468-24,468-100%$1.0M———
Seeds Investor LLC
N/A—23,811-23,811-100%$1.0M———
RWA Wealth Partners, LLC
N/A—22,656-22,656-100%$960.8K———
Everstar Asset Management, LLC
N/A—22,260-22,260-100%$944.0K———
SHP Wealth Management
N/A—21,650-21,650-100%$918.2K———
Wallace Advisory Group, LLC
N/A—21,117-21,117-100%$895.6K———
National Bank of Canada
N/A—21,113-21,113-100%$895.6K———
AQR Capital Management LLC
N/A—20,835-20,835-100%$883.6K———
Compass Capital Corp
N/A—19,622-19,622-100%$827.8K———
Tudor Financial Inc.
N/A—19,438-19,438-100%$824.4K———
IEQ Capital, LLC
N/A—19,208-19,208-100%$814.6K———
Alliancebernstein L.P.
N/A—18,943-18,943-100%$801.5K———
Round Rock Advisors LLC
N/A—18,484-18,484-100%$783.9K———
Betterment LLC
N/A—18,140-18,140-100%$769.0K———
Citadel Advisors LLC
N/A—18,136-18,136-100%$769.1K———
Anchor Bay Capital, Inc.
N/A—18,011-18,011-100%$758.4K———
RED Reef Advisors LLC
N/A—17,895-17,895-100%$758.9K———
McNamara Financial Services, Inc.
N/A—17,688-17,688-100%$750.1K———
Mendel Capital Management LLC
N/A—16,738-16,738-100%$709.8K———
Mmbg Investment Advisors Co.
N/A—16,703-16,703-100%$708.4K———
Private Advisor Group, LLC
N/A—16,575-16,575-100%$703.0K———
Stratos Wealth Advisors, LLC
N/A—16,221-16,221-100%$687.9K———
Bank of Nova Scotia
N/A—16,143-16,143-100%$684.8K———
Harbour Investments, Inc.
N/A—15,607-15,607-100%$661.9K———
CIBC Bancorp USA Inc.
N/A—15,395-15,395-100%$697.4K———
Modern Wealth Management, LLC
N/A—14,903-14,903-100%$632.0K———
Argent Advisors, Inc.
N/A—14,529-14,529-100%$616.2K———
Baird Financial Group, Inc.
N/A—13,776-13,776-100%$584.2K———
Aptus Capital Advisors, LLC
N/A—13,480-13,480-100%$571.7K———
Nwam LLC
N/A—13,333-13,333-100%$565.5K———
Core Wealth Advisors, Inc.
N/A—13,127-13,127-100%$556.7K———
Saiph Capital, LLC
N/A—12,844-12,844-100%$544.7K———
Advyzon Investment Management, LLC
N/A—12,789-12,789-100%$542.4K———
IHT Wealth Management, LLC
N/A—12,729-12,729-100%$539.9K———
Ausdal Financial Partners, Inc.
N/A—12,720-12,720-100%$539.5K———
HSBC Holdings PLC
N/A—12,521-12,521-100%$531.0K———
Focus Partners Wealth
N/A—12,207-12,207-100%$517.7K———
Prudent Investors Network, Inc.
N/A—11,990-11,990-100%$508.5K———
Fairlight Advisors
N/A—11,976-11,976-100%$507.9K———
Disciplined Investments, LLC
N/A—11,777-11,777-100%$499.5K———
Copia Wealth Management
N/A—10,832-10,832-100%$459.4K———
Kinetic Wealth Investment Advisors LLC
N/A—10,716-10,716-100%$454.5K———
SG Americas Securities, LLC
N/A—10,660-10,660-100%$452.0K———
Pinnacle Financial Partners, Inc.
N/A—10,374-10,374-100%$440.0K———
Ponta Wealth Partners, LLC
N/A—10,055-10,055-100%$426.4K———
TPG Financial Advisors, LLC
N/A—9,961-9,961-100%$422.4K———
American Money Management, LLC
N/A—9,736-9,736-100%$412.9K———
Ameriflex Group, Inc.
N/A—9,464-9,464-100%$401.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—9,441-9,441-100%$400.4K———
AE Wealth Management LLC
N/A—9,087-9,087-100%$385.4K———
Rehmann Capital Advisory Group
N/A—8,990-8,990-100%$381.3K———
Comprehensive Money Management Services LLC
N/A—8,910-8,910-100%$377.9K———
Curi Capital, LLC
N/A—8,750-8,750-100%$371.1K———
Peak Retirement Planning, Inc.
N/A—8,673-8,673-100%$367.8K———
United Capital Financial Advisors, LLC
N/A—8,476-8,476-100%$359.1K———
Cahill Financial Advisors Inc
N/A—7,979-7,979-100%$338.4K———
Talon Private Wealth, LLC
N/A—7,875-7,875-100%$334.0K———
Synergy Investment Management, LLC
N/A—7,870-7,870-100%$330.9K———
Stokes Family Office, LLC
N/A—7,635-7,635-100%$323.8K———
Maridea Wealth Management LLC
N/A—7,483-7,483-100%$317.4K———
Global Endowment Management, LP
N/A—7,459-7,459-100%$316.0K———
Pointe Capital Management LLC
N/A—7,255-7,255-100%$307.7K———
Atlanta Consulting Group Advisors, LLC
N/A—6,751-6,751-100%$286.3K———
Buffalo Business & Estate Services LTD
N/A—6,576-6,576-100%$278.9K———
Gladstone Institutional Advisory LLC
N/A—6,480-6,480-100%$274.8K———
Waverly Advisors, LLC
N/A—6,450-6,450-100%$273.5K———
MJP Associates Inc
N/A—6,319-6,319-100%$268.0K———
Townsquare Capital LLC
N/A—6,246-6,246-100%$264.9K———
Ascent Advisors, LLC
N/A—6,174-6,174-100%$260.5K———
Flow Traders U.S. LLC
N/A—6,152-6,152-100%$261.0K———
Novare Capital Management LLC
N/A—6,055-6,055-100%$256.8K———
Snowden Capital Advisors LLC
N/A—5,633-5,633-100%$238.9K———
Johnson Investment Counsel Inc
N/A—5,603-5,603-100%$237.6K———
First Foundation Advisors
N/A—5,463-5,463-100%$231.7K———
WNY Asset Management, LLC
N/A—5,415-5,415-100%$229.7K———
Sykon Capital LLC
N/A—5,050-5,050-100%$214.2K———
Captrust Financial Advisors
N/A—4,845-4,845-100%$205.5K———
Timber Creek Capital Management LLC
N/A—4,740-4,740-100%$201.0K———
FMR LLC
N/A—4,398-4,398-100%$186.5K———
Conquis Financial LLC
N/A—3,129-3,129-100%$132.7K———
Ameritas Investment Partners, Inc.
N/A—2,866-2,866-100%$121.6K———
FWL Investment Management, LLC
N/A—2,759-2,759-100%$117.0K———
Whittier Trust Co
N/A—2,629-2,629-100%$111.2K———
Colonial Trust Co / SC
N/A—2,200-2,200-100%$93.3K———
Rialto Wealth Management, LLC
N/A—2,011-2,011-100%$85.3K———
Colonial Trust Advisors
N/A—1,735-1,735-100%$73.6K———
Qube Research & Technologies Ltd
N/A—1,636-1,636-100%$69.4K———
Blair William & Co
N/A—1,440-1,440-100%$61.1K———
Bessemer Group Inc
N/A—1,342-1,342-100%$57.0K———
Forum Finance Group S.A.
N/A—1,214-1,214-100%$42———
IFG Advisory, LLC
N/A—1,036-1,036-100%$43.9K———
Consultiva Wealth Management, Corp.
N/A—945-945-100%$40.1K———
Crewe Advisors LLC
N/A—821-821-100%$34.8K———
Millstone Evans Group, LLC
N/A—785-785-100%$33.3K———
WealthShield Partners, LLC
N/A—744-744-100%$31.6K———
Godfrey Financial Associates, Inc.
N/A—700-700-100%$29.7K———
Cornerstone Financial Management LLC
N/A—619-619-100%$26.3K———
Huntington National Bank
N/A—518-518-100%$22.0K———
Founders Financial Alliance, LLC
N/A—490-490-100%$20.8K———
Fiduciary Financial Advisors
N/A—481-481-100%$20.4K———
Delta Asset Management LLC
N/A—467-467-100%$19.8K———
Glen Eagle Advisors, LLC
N/A—446-446-100%$18.9K———
Edmond de Rothschild Holding S.A.
N/A—365-365-100%$15.5K———
Delos Wealth Advisors, LLC
N/A—338-338-100%$14.3K———
Vanguard Advisers Inc
N/A—331-331-100%$14.0K———
Dogwood Wealth Management LLC
N/A—232-232-100%$9.8K———
Rothschild Investment LLC
N/A—173-173-100%$7.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—150-150-100%$6.4K———
Sittner & Nelson, LLC
N/A—143-143-100%$6.1K———
Smartleaf Asset Management LLC
N/A—130-130-100%$5.5K———
Front Row Advisors LLC
N/A—120-120-100%$5.1K———
Dunhill Financial, LLC
N/A—83-83-100%$3.6K———
Franklin Resources Inc
N/A—50-50-100%$2.1K———
BNP Paribas Financial Markets
N/A—46-46-100%$2.0K———
Crews Bank & Trust
N/A—36-36-100%$1.5K———
Timbuktu Capital Management, LLC
N/A—30-30-100%$1.3K———
PlanVest Financial, Inc
N/A—29-29-100%$1.2K———
Strategic Wealth Partners, Ltd.
N/A—26-26-100%$1.1K———
Private Wealth Asset Management, LLC
N/A—13-13-100%$551———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$254———
Logan Capital Management Inc
N/A—1-1-100%$55———
Showing 614 of 614 institutions