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Ishares Global REIT ETF (REET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
State of New Jersey Common Pension Fund D
UNCHANGED
Shares11,787,000 from 11,787,000
Change0 (0%)
Value$303.9M (-$21.7M)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares6,984,259 from 6,667,766
Change+316,493 (+5%)
Value$180.1M (-$4.1M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares4,208,690 from 4,800,308
Change-591,618 (-12%)
Value$108.5M (-$24.1M)
Filed 2026-11-02
Bank of Montreal
INCREASED
Shares2,603,087 from 364,913
Change+2,238,174 (+613%)
Value$67.1M (+$57.0M)
Filed 2026-11-09
Savant Capital, LLC
DECREASED
Shares2,575,057 from 2,597,306
Change-22,249 (-1%)
Value$66.4M (-$5.4M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,880,859 from 1,842,951
Change+37,908 (+2%)
Value$48.5M (-$2.4M)
Filed 2026-11-06
Heritage Investment Group, Inc.
INCREASED
Shares1,779,404 from 1,748,235
Change+31,169 (+2%)
Value$45.9M (-$2.4M)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares1,719,884 from 1,642,967
Change+76,917 (+5%)
Value$44.3M (-$1.0M)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares1,501,298 from 1,476,202
Change+25,096 (+2%)
Value$38.7M (-$2.1M)
Filed 2026-10-28
FSM Wealth Advisors, LLC
INCREASED
Shares771,097 from 731,797
Change+39,300 (+5%)
Value$19.8M (-$402.8K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
INCREASED
Shares726,300 from 706,773
Change+19,527 (+3%)
Value$18.7M (-$797.0K)
Filed 2026-10-23
Boston Standard Wealth Management, LLC
INCREASED
Shares690,979 from 679,938
Change+11,041 (+2%)
Value$17.8M (-$983.4K)
Filed 2026-10-07
Cooper S Advisors, LLC
INCREASED
Shares613,882 from 600,310
Change+13,572 (+2%)
Value$15.8M (-$754.7K)
Filed 2026-11-03
Quent Capital, LLC
INCREASED
Shares558,103 from 508,937
Change+49,166 (+10%)
Value$15.1M (+$1.0M)
Filed 2026-11-09
Brooklyn FI, LLC
INCREASED
Shares546,463 from 523,222
Change+23,241 (+4%)
Value$15.0M (+$132.0K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares545,575 from 520,857
Change+24,718 (+5%)
Value$14.1M (-$321.1K)
Filed 2026-10-22
Morton Brown Family Wealth, LLC
INCREASED
Shares539,546 from 520,305
Change+19,241 (+4%)
Value$13.9M (-$461.3K)
Filed 2026-10-23
Freedom Investment Management, Inc.
INCREASED
Shares490,257 from 446,830
Change+43,427 (+10%)
Value$12.6M (+$297.4K)
Filed 2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares469,306 from 449,025
Change+20,281 (+5%)
Value$12.1M (-$303.4K)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares442,992 from 422,626
Change+20,366 (+5%)
Value$11.4M (-$252.6K)
Filed 2026-11-05
ERn Financial, LLC
DECREASED
Shares431,261 from 439,376
Change-8,115 (-2%)
Value$11.1M (-$1.0M)
Filed 2026-10-28
Cutler Investment Counsel LLC
INCREASED
Shares361,133 from 344,085
Change+17,048 (+5%)
Value$9.3M (-$193.6K)
Filed 2026-10-28
Waldron Private Wealth LLC
DECREASED
Shares316,133 from 328,005
Change-11,872 (-4%)
Value$8.1M (-$909.6K)
Filed 2026-11-02
Diversified Portfolios, Inc.
DECREASED
Shares276,740 from 354,453
Change-77,713 (-22%)
Value$7.1M (-$2.7M)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares246,832 from 239,851
Change+6,981 (+3%)
Value$6.4M (-$261.3K)
Filed 2026-10-13
Asset Management One Co., Ltd.
DECREASED
Shares209,000 from 246,000
Change-37,000 (-15%)
Value$5.4M (-$1.4M)
Filed 2026-10-27
GP Brinson Investments LLC
UNCHANGED
Shares208,553 from 208,553
Change0 (0%)
Value$5.4M (-$383.7K)
Filed 2026-10-01
Alhambra Investment Management LLC
INCREASED
Shares185,933 from 183,949
Change+1,984 (+1%)
Value$4.8M (-$287.3K)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares177,575 from 110,221
Change+67,354 (+61%)
Value$4.6M (+$1.5M)
Filed 2026-10-23
Manske Wealth Management
INCREASED
Shares143,685 from 125,725
Change+17,960 (+14%)
Value$3.7M (+$231.7K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares139,327 from 133,840
Change+5,487 (+4%)
Value$3.6M (-$104.8K)
Filed 2026-10-14
Emerald Advisors, LLC
INCREASED
Shares128,898 from 120,054
Change+8,844 (+7%)
Value$3.3M (+$7.1K)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares125,975 from 124,777
Change+1,198 (+1%)
Value$3.2M (-$198.7K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares122,440 from 134,876
Change-12,436 (-9%)
Value$3.2M (-$568.8K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares121,533 from 105,078
Change+16,455 (+16%)
Value$3.1M (+$231.0K)
Filed 2026-11-02
Collective Family Office LLC
INCREASED
Shares120,373 from 111,458
Change+8,915 (+8%)
Value$3.1M (+$24.7K)
Filed 2026-10-05
Tableaux LLC
INCREASED
Shares115,189 from 101,122
Change+14,067 (+14%)
Value$3.0M (+$176.6K)
Filed 2026-10-23
Lester Murray Antman dba SimplyRich
DECREASED
Shares111,959 from 118,328
Change-6,369 (-5%)
Value$2.9M (-$381.7K)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
INCREASED
Shares111,670 from 109,875
Change+1,795 (+2%)
Value$2.9M (-$155.9K)
Filed 2026-10-14
Aurelius Family Office LLC
INCREASED
Shares109,712 from 108,409
Change+1,303 (+1%)
Value$2.8M (-$165.9K)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares106,305 from 42,490
Change+63,815 (+150%)
Value$2.7M (+$1.5M)
Filed 2026-10-08
RS Crum Inc.
UNCHANGED
Shares103,755 from 103,755
Change0 (0%)
Value$2.7M (-$190.9K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares98,310 from 93,862
Change+4,448 (+5%)
Value$2.5M (-$58.0K)
Filed 2026-11-04
Factor Wealth Management LTD
INCREASED
Shares87,097 from 82,104
Change+4,993 (+6%)
Value$2.2M (-$22.3K)
Filed 2026-10-08
55 North Private Wealth, LLC
INCREASED
Shares79,379 from 77,981
Change+1,398 (+2%)
Value$2.0M (-$107.4K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares75,876 from 71,611
Change+4,265 (+6%)
Value$2.0M (-$21.8K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares72,923 from 74,354
Change-1,431 (-2%)
Value$1.9M (-$173.7K)
Filed 2026-11-03
Payne Capital Management, LLC
DECREASED
Shares72,415 from 75,826
Change-3,411 (-4%)
Value$2.0M (-$100.7K)
Filed 2026-11-09
Leading Edge Financial Planning LLC
DECREASED
Shares60,656 from 293,457
Change-232,801 (-79%)
Value$1.6M (-$6.5M)
Filed 2026-10-23
Accelerate Investment Advisors LLC
INCREASED
Shares59,207 from 53,302
Change+5,905 (+11%)
Value$1.5M (+$54.2K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares57,837 from 9,204
Change+48,633 (+528%)
Value$1.5M (+$1.2M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares55,792 from 54,370
Change+1,422 (+3%)
Value$1.4M (-$63.4K)
Filed 2026-11-02
Comprehensive Wealth Management, LLC
DECREASED
Shares47,726 from 47,737
Change-11 (0%)
Value$1.2M (-$88.1K)
Filed 2026-11-02
Peirce Capital Management, LLC
DECREASED
Shares43,707 from 45,212
Change-1,505 (-3%)
Value$1.1M (-$122.0K)
Filed 2026-10-19
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares43,620 from 43,620
Change0 (0%)
Value$1.1M (-$80.3K)
Filed 2026-11-05
MB Generational Wealth, LLC
DECREASED
Shares43,157 from 53,093
Change-9,936 (-19%)
Value$1.1M (-$353.8K)
Filed 2026-11-09
Foundation Wealth Management, LLC
INCREASED
Shares41,704 from 41,619
Change+85 (+0%)
Value$1.1M (-$74.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares41,079 from 40,785
Change+294 (+1%)
Value$1.0M (-$86.3K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares40,265 from 140,841
Change-100,576 (-71%)
Value$1.0M (-$2.9M)
Filed 2026-11-03
Level Financial Advisors
DECREASED
Shares39,167 from 39,505
Change-338 (-1%)
Value$1.0M (-$81.4K)
Filed 2026-10-13
Atwater Malick LLC
UNCHANGED
Shares36,469 from 36,469
Change0 (0%)
Value$940.2K (-$67.1K)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares33,536 from 33,472
Change+64 (+0%)
Value$864.6K (-$59.9K)
Filed 2026-11-03
Twelve Points Wealth Management LLC
INCREASED
Shares32,136 from 31,936
Change+200 (+1%)
Value$849.4K (-$32.7K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares31,676 from 30,807
Change+869 (+3%)
Value$816.6K (-$34.3K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares31,052 from 33,175
Change-2,123 (-6%)
Value$800.5K (-$115.8K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares30,902 from 31,113
Change-211 (-1%)
Value$796.7K (-$62.7K)
Filed 2026-10-19
Trust Co of Vermont
DECREASED
Shares30,645 from 31,020
Change-375 (-1%)
Value$790.0K (-$66.7K)
Filed 2026-10-21
180 Wealth Advisors, LLC
DECREASED
Shares30,527 from 31,043
Change-516 (-2%)
Value$787.0K (-$70.4K)
Filed 2026-11-03
Fifth Third Securities, Inc.
NEW
Shares28,266
Change+28,266
Value$728.7K
Filed 2026-10-21
Compagnie Lombard Odier SCmA
DECREASED
Shares28,190 from 29,190
Change-1,000 (-3%)
Value$726.7K (-$79.5K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares28,176 from 26,033
Change+2,143 (+8%)
Value$756.6K (+$37.6K)
Filed 2026-11-03
Navigate Wealth Management, LLC
INCREASED
Shares26,611 from 22,312
Change+4,299 (+19%)
Value$683.6K (+$47.3K)
Filed 2026-10-14
KFG LLC
NEW
Shares25,541
Change+25,541
Value$658.4K
Filed 2026-11-02
Symmetry Partners, LLC
INCREASED
Shares25,541 from 24,011
Change+1,530 (+6%)
Value$658.4K (-$4.7K)
Filed 2026-10-27
SeedSafe Financial LLC
DECREASED
Shares24,371 from 26,844
Change-2,473 (-9%)
Value$628.3K (-$113.1K)
Filed 2026-11-02
LifeWealth Investments, LLC
NEW
Shares24,315
Change+24,315
Value$626.8K
Filed 2026-10-21
WealthPlan Investment Management, LLC
INCREASED
Shares23,984 from 23,970
Change+14 (+0%)
Value$618.3K (-$43.7K)
Filed 2026-10-15
Harbor Group, Inc.
DECREASED
Shares23,971 from 24,020
Change-49 (0%)
Value$618.0K (-$45.5K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares23,630 from 22,013
Change+1,617 (+7%)
Value$609.2K (+$1.2K)
Filed 2026-11-05
Earned Wealth Advisors, LLC
DECREASED
Shares23,458 from 23,838
Change-380 (-2%)
Value$604.7K (-$53.7K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares22,529 from 24,606
Change-2,077 (-8%)
Value$580.8K (-$98.8K)
Filed 2026-11-05
Sterling Wealth Management, Inc.
INCREASED
Shares22,499 from 19,534
Change+2,965 (+15%)
Value$580.0K (+$40.5K)
Filed 2026-10-23
Foster Group, Inc.
DECREASED
Shares21,586 from 23,965
Change-2,379 (-10%)
Value$556.5K (-$105.4K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares20,542 from 21,684
Change-1,142 (-5%)
Value$529.6K (-$69.3K)
Filed 2026-10-15
Nolet Wealth Management, LLC
UNCHANGED
Shares20,121 from 20,121
Change0 (0%)
Value$518.7K (-$37.0K)
Filed 2026-10-15
Moors & Cabot, Inc.
INCREASED
Shares19,918 from 19,351
Change+567 (+3%)
Value$513.5K (-$21.0K)
Filed 2026-11-06
Seaside Wealth Management, Inc.
DECREASED
Shares19,764 from 19,784
Change-20 (0%)
Value$509.5K (-$36.9K)
Filed 2026-11-09
Cyndeo Wealth Partners, LLC
DECREASED
Shares19,228 from 20,470
Change-1,242 (-6%)
Value$495.7K (-$69.7K)
Filed 2026-10-16
Avant Financial Advisors LLC
INCREASED
Shares18,857 from 17,702
Change+1,155 (+7%)
Value$486.1K (-$2.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares17,400 from 18,124
Change-724 (-4%)
Value$448.6K (-$52.0K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
DECREASED
Shares17,373 from 17,754
Change-381 (-2%)
Value$447.9K (-$42.5K)
Filed 2026-11-05
CGN Advisors LLC
INCREASED
Shares17,046 from 16,873
Change+173 (+1%)
Value$439.4K (-$26.6K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares17,004 from 17,827
Change-823 (-5%)
Value$438.4K (-$54.0K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
UNCHANGED
Shares16,924 from 16,924
Change0 (0%)
Value$425.6K ($0)
Filed 2026-10-26
Northland Securities, Inc.
INCREASED
Shares15,998 from 15,157
Change+841 (+6%)
Value$412.4K (-$6.2K)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares15,897 from 15,505
Change+392 (+3%)
Value$411.6K (-$34.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares15,897 from 15,505
Change+392 (+3%)
Value$411.6K (-$34.8K)
Filed 2026-10-20
Welch & Forbes LLC
UNCHANGED
Shares15,127 from 15,127
Change0 (0%)
Value$390.0K (-$27.8K)
Filed 2026-11-04
Regatta Capital Group, LLC
INCREASED
Shares14,035 from 12,025
Change+2,010 (+17%)
Value$361.8K (+$29.7K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares13,749 from 11,086
Change+2,663 (+24%)
Value$354.4K (+$48.3K)
Filed 2026-10-20
Thompson Siegel & Walmsley LLC
NEW
Shares13,346
Change+13,346
Value$344.0K
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares13,046 from 18,876
Change-5,830 (-31%)
Value$336.3K (-$185.0K)
Filed 2026-11-06
International Private Wealth Advisors LLC
DECREASED
Shares12,950 from 13,131
Change-181 (-1%)
Value$333.8K (-$28.8K)
Filed 2026-11-05
Deutsche Bank Ag\
NEW
Shares12,601
Change+12,601
Value$324.9K
Filed 2026-11-06
McLean Asset Management Corp
DECREASED
Shares12,341 from 12,350
Change-9 (0%)
Value$333.5K (-$17.0K)
Filed 2026-11-06
First Interstate Bank
UNCHANGED
Shares12,307 from 12,307
Change0 (0%)
Value$317.3K (-$22.6K)
Filed 2026-10-23
Aire Advisors, LLC
DECREASED
Shares12,281 from 13,044
Change-763 (-6%)
Value$316.6K (-$43.7K)
Filed 2026-10-22
RFG Advisory, LLC
NEW
Shares12,183
Change+12,183
Value$314.1K
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares12,176 from 9,876
Change+2,300 (+23%)
Value$313.9K (+$41.1K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares11,755 from 11,051
Change+704 (+6%)
Value$303.0K (-$2.2K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares11,706 from 7,671
Change+4,035 (+53%)
Value$301.8K (+$89.9K)
Filed 2026-10-30
Amicus Financial Advisors, LLC
DECREASED
Shares11,211 from 11,376
Change-165 (-1%)
Value$289.3K (-$24.9K)
Filed 2026-11-03
Aspiriant, LLC
DECREASED
Shares10,758 from 10,953
Change-195 (-2%)
Value$277.3K (-$25.2K)
Filed 2026-10-16
Abel Hall, LLC
DECREASED
Shares10,708 from 11,234
Change-526 (-5%)
Value$276.1K (-$34.2K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
DECREASED
Shares10,342 from 10,530
Change-188 (-2%)
Value$264.6K (-$26.3K)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares10,297 from 10,944
Change-647 (-6%)
Value$265.5K (-$36.8K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares9,600 from 8,123
Change+1,477 (+18%)
Value$247.5K (+$23.1K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares9,514 from 8,943
Change+571 (+6%)
Value$245.3K (-$1.7K)
Filed 2026-11-05
Kathmere Capital Management, LLC
UNCHANGED
Shares8,863 from 8,863
Change0 (0%)
Value$228.5K (-$16.3K)
Filed 2026-10-20
Redw Wealth LLC
NEW
Shares8,178
Change+8,178
Value$210.8K
Filed 2026-11-02
Sovran Advisors, LLC
DECREASED
Shares8,089 from 11,374
Change-3,285 (-29%)
Value$213.8K (-$112.4K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares7,303 from 4,514
Change+2,789 (+62%)
Value$188.3K (+$63.6K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares7,252 from 7,190
Change+62 (+1%)
Value$186.9K (-$11.6K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares6,110 from 6,110
Change0 (0%)
Value$157.5K (-$11.2K)
Filed 2026-11-06
Maseco LLP
UNCHANGED
Shares6,097 from 6,097
Change0 (0%)
Value$157.1K (-$11.4K)
Filed 2026-10-27
3 Factor Indexing, LLC
UNCHANGED
Shares5,826 from 5,826
Change0 (0%)
Value$150.2K (-$10.7K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
NEW
Shares5,726
Change+5,726
Value$147.6K
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares5,685 from 4,867
Change+818 (+17%)
Value$146.6K (+$12.1K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,354 from 3,215
Change+2,139 (+67%)
Value$137.0K (+$47.4K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED
Shares5,222 from 5,222
Change0 (0%)
Value$134.6K (-$9.6K)
Filed 2026-11-03
Sava Infond d.o.o.
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$110.9K (-$7.9K)
Filed 2026-10-28
Breakwater Investment Management
DECREASED
Shares3,751 from 4,186
Change-435 (-10%)
Value$96.7K (-$18.9K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares3,696 from 6,575
Change-2,879 (-44%)
Value$95.3K (-$86.3K)
Filed 2026-10-16
IAG Wealth Partners, LLC
INCREASED
Shares3,633 from 3,584
Change+49 (+1%)
Value$93.7K (-$5.3K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
INCREASED
Shares3,558 from 3,539
Change+19 (+1%)
Value$91.7K (-$6.0K)
Filed 2026-10-07
Parkside Financial Bank & Trust
UNCHANGED
Shares3,089 from 3,089
Change0 (0%)
Value$79.6K (-$5.7K)
Filed 2026-10-27
Elevate Wealth Advisory, Inc
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$77.1K (-$5.5K)
Filed 2026-10-29
Triumph Capital Management
INCREASED
Shares2,763 from 2,703
Change+60 (+2%)
Value$71.2K (-$3.4K)
Filed 2026-10-14
Horizon Financial Services, LLC
INCREASED
Shares2,425 from 2,390
Change+35 (+1%)
Value$62.5K (-$3.5K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
DECREASED
Shares1,893 from 1,895
Change-2 (0%)
Value$48.8K (-$3.5K)
Filed 2026-10-05
Creative Capital Management Investments LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$47.3K (-$3.4K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,820 from 1,805
Change+15 (+1%)
Value$46.9K (-$2.9K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$33.3K (-$2.4K)
Filed 2026-10-23
Valley National Advisers Inc
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$31.0K (-$2.2K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares1,089 from 1,004
Change+85 (+8%)
Value$28.1K (+$334)
Filed 2026-11-03
Russell Investments Group, Ltd.
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$27.2K (-$1.9K)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares1,016 from 1,236
Change-220 (-18%)
Value$26.2K (-$7.9K)
Filed 2026-11-09
Axiom Investment Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.8K (-$1.8K)
Filed 2026-11-03
SYM Financial Corp
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$24.4K (-$1.7K)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares877 from 872
Change+5 (+1%)
Value$22.6K (-$1.5K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$21.9K (-$1.6K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares767 from 558
Change+209 (+37%)
Value$19.8K (+$4.4K)
Filed 2026-11-02
Raleigh Capital Management Inc.
DECREASED
Shares752 from 951
Change-199 (-21%)
Value$19.4K (-$6.9K)
Filed 2026-10-28
Financial Consulate, Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$19.3K (-$1.4K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$19.0K (+$19.0K)
Filed 2026-11-04
Sage Mountain Advisors LLC
DECREASED
Shares670 from 1,210
Change-540 (-45%)
Value$17.3K (-$16.1K)
Filed 2026-11-02
IFG Advisory, LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$15.7K (-$1.1K)
Filed 2026-11-09
Signaturefd, LLC
INCREASED
Shares511 from 0
Change+511
Value$13.2K (+$13.2K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$10.8K (-$772)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$10.8K (-$771)
Filed 2026-10-21
Holos Integrated Wealth LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$8.5K (-$834)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares303
Change+303
Value$7.8K
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
NEW
Shares300
Change+300
Value$7.7K
Filed 2026-11-05
Smithfield Trust Co
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$6 ($0)
Filed 2026-11-09
Community Financial Services Group, LLC
NEW
Shares246
Change+246
Value$6.3K
Filed 2026-10-15
Phillips Financial Management, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$5.8K (-$412)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.2K (-$368)
Filed 2026-10-15
Investors Research Corp
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$5.1K (-$362)
Filed 2026-10-07
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$3.7K (-$263)
Filed 2026-11-09
Creative Financial Designs Inc
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$3.7K (-$261)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares140 from 219
Change-79 (-36%)
Value$3.6K (-$2.4K)
Filed 2026-11-02
Bessemer Group Inc
INCREASED
Shares140 from 95
Change+45 (+47%)
Value$4 (+$1)
Filed 2026-11-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares133 from 132
Change+1 (+1%)
Value$3.4K (-$214)
Filed 2026-10-28
CX Institutional
INCREASED
Shares117 from 116
Change+1 (+1%)
Value$3.0K (+$3.0K)
Filed 2026-10-02
Kingdom Financial Group Llc.
DECREASED
Shares110 from 182
Change-72 (-40%)
Value$2.8K (-$2.2K)
Filed 2026-11-04
Assetmark, Inc
NEW
Shares92
Change+92
Value$2.4K
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.3K (-$94)
Filed 2026-10-02
Planning Strategies Inc.
NEW
Shares31
Change+31
Value$799
Filed 2026-10-02
Blue Trust, Inc.
NEW
Shares27
Change+27
Value$696
Filed 2026-10-15
Networth Advisors, LLC
INCREASED
Shares25 from 17
Change+8 (+47%)
Value$646 (+$176)
Filed 2026-11-03
Ares Financial Consulting, LLC
DECREASED
Shares12 from 69
Change-57 (-83%)
Value$322 (-$1.6K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$277 ($0)
Filed 2026-11-06
Hamilton Point Investment Advisors, LLC
NEW
Shares3
Change+3
Value$77
Filed 2026-11-03
Amundi
CLOSED
Shares0 from 700,000
Change-700,000 (-100%)
Value$0 (-$19.3M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED
Shares0 from 169,175
Change-169,175 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 75,821
Change-75,821 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 33,974
Change-33,974 (-100%)
Value$0 (-$938.4K)
Filed 2026-11-09
Sunpointe, LLC
CLOSED
Shares0 from 13,390
Change-13,390 (-100%)
Value$0 (-$369.8K)
Filed 2026-10-22
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 9,693
Change-9,693 (-100%)
Value$0 (-$267.7K)
Filed 2026-10-14
McMill Wealth Management
CLOSED
Shares0 from 7,507
Change-7,507 (-100%)
Value$0 (-$207.3K)
Filed 2026-11-05
Financial Management Network Inc
CLOSED
Shares0 from 7,423
Change-7,423 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-09
KCM Investment Advisors LLC
CLOSED
Shares0 from 7,278
Change-7,278 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-27
Prosperity Planning, Inc.
CLOSED
Shares0 from 7,267
Change-7,267 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,208
Change-5,208 (-100%)
Value$0 (-$143.9K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$30.7K)
Filed 2026-11-02
Key FInancial Inc
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-16
Country Trust Bank
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-30
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,060,064
Change-7,060,064 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,914,523
Change-4,914,523 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 4,427,000
Change-4,427,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,253,470
Change-4,253,470 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,617,325
Change-3,617,325 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,241,966
Change-3,241,966 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,898,249
Change-2,898,249 (-100%)
Value—
Nepc LLC
N/A
Shares— from 2,080,016
Change-2,080,016 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,861,575
Change-1,861,575 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,631,844
Change-1,631,844 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,354,131
Change-1,354,131 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 987,582
Change-987,582 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 924,675
Change-924,675 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 859,567
Change-859,567 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 851,372
Change-851,372 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 687,146
Change-687,146 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 680,909
Change-680,909 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 509,458
Change-509,458 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 462,437
Change-462,437 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 371,703
Change-371,703 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 356,526
Change-356,526 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 319,875
Change-319,875 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 308,724
Change-308,724 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 262,535
Change-262,535 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 252,547
Change-252,547 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 235,330
Change-235,330 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 210,694
Change-210,694 (-100%)
Value—
UBS Group AG
N/A
Shares— from 192,550
Change-192,550 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 166,482
Change-166,482 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 149,854
Change-149,854 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 148,174
Change-148,174 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 146,636
Change-146,636 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 132,608
Change-132,608 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 126,409
Change-126,409 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 121,697
Change-121,697 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 119,678
Change-119,678 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 106,726
Change-106,726 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 100,410
Change-100,410 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 100,164
Change-100,164 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 96,381
Change-96,381 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 93,015
Change-93,015 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 91,268
Change-91,268 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 88,787
Change-88,787 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 82,625
Change-82,625 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 80,238
Change-80,238 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 73,009
Change-73,009 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 70,851
Change-70,851 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 69,123
Change-69,123 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 66,951
Change-66,951 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 65,800
Change-65,800 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 61,102
Change-61,102 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 60,541
Change-60,541 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 59,623
Change-59,623 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 57,591
Change-57,591 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 57,101
Change-57,101 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 53,070
Change-53,070 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 53,060
Change-53,060 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 52,516
Change-52,516 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 50,365
Change-50,365 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 45,074
Change-45,074 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 44,658
Change-44,658 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 44,597
Change-44,597 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 42,841
Change-42,841 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 42,558
Change-42,558 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 41,673
Change-41,673 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 41,274
Change-41,274 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 36,122
Change-36,122 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,464
Change-35,464 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,744
Change-33,744 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 28,472
Change-28,472 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,426
Change-28,426 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 27,447
Change-27,447 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 27,406
Change-27,406 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,764
Change-25,764 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 25,408
Change-25,408 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 25,003
Change-25,003 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24,521
Change-24,521 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 23,570
Change-23,570 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,051
Change-22,051 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 21,765
Change-21,765 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21,750
Change-21,750 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,781
Change-20,781 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,759
Change-19,759 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 18,912
Change-18,912 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,624
Change-18,624 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,217
Change-17,217 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,162
Change-17,162 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 16,976
Change-16,976 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 16,344
Change-16,344 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,174
Change-16,174 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,126
Change-16,126 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,175
Change-14,175 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,896
Change-13,896 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,569
Change-12,569 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 11,891
Change-11,891 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 11,320
Change-11,320 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 9,285
Change-9,285 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,806
Change-7,806 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 7,524
Change-7,524 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 7,456
Change-7,456 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 6,854
Change-6,854 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 700
Change-700 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 526
Change-526 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 219
Change-219 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 206
Change-206 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
State of New Jersey Common Pension Fund D
UNCHANGED11,787,00011,787,00000%$325.6M$303.9M-$21.7M2026-11-05
Valmark Advisers, Inc.
INCREASED6,984,2596,667,766+316,493+5%$184.2M$180.1M-$4.1M2026-11-06
Creative Planning
DECREASED4,208,6904,800,308-591,618-12%$132.6M$108.5M-$24.1M2026-11-02
Bank of Montreal
INCREASED2,603,087364,913+2,238,174+613%$10.1M$67.1M+$57.0M2026-11-09
Savant Capital, LLC
DECREASED2,575,0572,597,306-22,249-1%$71.8M$66.4M-$5.4M2026-11-06
LPL Financial LLC
INCREASED1,880,8591,842,951+37,908+2%$50.9M$48.5M-$2.4M2026-11-06
Heritage Investment Group, Inc.
INCREASED1,779,4041,748,235+31,169+2%$48.3M$45.9M-$2.4M2026-11-03
PDS Planning, Inc
INCREASED1,719,8841,642,967+76,917+5%$45.4M$44.3M-$1.0M2026-11-03
Modera Wealth Management, LLC
INCREASED1,501,2981,476,202+25,096+2%$40.8M$38.7M-$2.1M2026-10-28
FSM Wealth Advisors, LLC
INCREASED771,097731,797+39,300+5%$20.2M$19.8M-$402.8K2026-10-27
Brandywine OAK Private Wealth LLC
INCREASED726,300706,773+19,527+3%$19.5M$18.7M-$797.0K2026-10-23
Boston Standard Wealth Management, LLC
INCREASED690,979679,938+11,041+2%$18.8M$17.8M-$983.4K2026-10-07
Cooper S Advisors, LLC
INCREASED613,882600,310+13,572+2%$16.6M$15.8M-$754.7K2026-11-03
Quent Capital, LLC
INCREASED558,103508,937+49,166+10%$14.1M$15.1M+$1.0M2026-11-09
Brooklyn FI, LLC
INCREASED546,463523,222+23,241+4%$14.9M$15.0M+$132.0K2026-11-05
BIP Wealth, LLC
INCREASED545,575520,857+24,718+5%$14.4M$14.1M-$321.1K2026-10-22
Morton Brown Family Wealth, LLC
INCREASED539,546520,305+19,241+4%$14.4M$13.9M-$461.3K2026-10-23
Freedom Investment Management, Inc.
INCREASED490,257446,830+43,427+10%$12.3M$12.6M+$297.4K2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED469,306449,025+20,281+5%$12.4M$12.1M-$303.4K2026-10-20
Naples Global Advisors, LLC
INCREASED442,992422,626+20,366+5%$11.7M$11.4M-$252.6K2026-11-05
ERn Financial, LLC
DECREASED431,261439,376-8,115-2%$12.1M$11.1M-$1.0M2026-10-28
Cutler Investment Counsel LLC
INCREASED361,133344,085+17,048+5%$9.5M$9.3M-$193.6K2026-10-28
Waldron Private Wealth LLC
DECREASED316,133328,005-11,872-4%$9.1M$8.1M-$909.6K2026-11-02
Diversified Portfolios, Inc.
DECREASED276,740354,453-77,713-22%$9.8M$7.1M-$2.7M2026-11-04
Fiduciary Financial Group, LLC
INCREASED246,832239,851+6,981+3%$6.6M$6.4M-$261.3K2026-10-13
Asset Management One Co., Ltd.
DECREASED209,000246,000-37,000-15%$6.8M$5.4M-$1.4M2026-10-27
GP Brinson Investments LLC
UNCHANGED208,553208,55300%$5.8M$5.4M-$383.7K2026-10-01
Alhambra Investment Management LLC
INCREASED185,933183,949+1,984+1%$5.1M$4.8M-$287.3K2026-10-15
Simplicity Wealth,LLC
INCREASED177,575110,221+67,354+61%$3.0M$4.6M+$1.5M2026-10-23
Manske Wealth Management
INCREASED143,685125,725+17,960+14%$3.5M$3.7M+$231.7K2026-10-26
XY Planning Network, Inc.
INCREASED139,327133,840+5,487+4%$3.7M$3.6M-$104.8K2026-10-14
Emerald Advisors, LLC
INCREASED128,898120,054+8,844+7%$3.3M$3.3M+$7.1K2026-10-13
Greenspring Advisors, LLC
INCREASED125,975124,777+1,198+1%$3.4M$3.2M-$198.7K2026-11-05
Bailard, Inc.
DECREASED122,440134,876-12,436-9%$3.7M$3.2M-$568.8K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED121,533105,078+16,455+16%$2.9M$3.1M+$231.0K2026-11-02
Collective Family Office LLC
INCREASED120,373111,458+8,915+8%$3.1M$3.1M+$24.7K2026-10-05
Tableaux LLC
INCREASED115,189101,122+14,067+14%$2.8M$3.0M+$176.6K2026-10-23
Lester Murray Antman dba SimplyRich
DECREASED111,959118,328-6,369-5%$3.3M$2.9M-$381.7K2026-11-06
SC&H Financial Advisors, Inc.
INCREASED111,670109,875+1,795+2%$3.0M$2.9M-$155.9K2026-10-14
Aurelius Family Office LLC
INCREASED109,712108,409+1,303+1%$3.0M$2.8M-$165.9K2026-10-23
Apella Capital, LLC
INCREASED106,30542,490+63,815+150%$1.2M$2.7M+$1.5M2026-10-08
RS Crum Inc.
UNCHANGED103,755103,75500%$2.9M$2.7M-$190.9K2026-10-19
Daymark Wealth Partners, LLC
INCREASED98,31093,862+4,448+5%$2.6M$2.5M-$58.0K2026-11-04
Factor Wealth Management LTD
INCREASED87,09782,104+4,993+6%$2.3M$2.2M-$22.3K2026-10-08
55 North Private Wealth, LLC
INCREASED79,37977,981+1,398+2%$2.2M$2.0M-$107.4K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED75,87671,611+4,265+6%$2.0M$2.0M-$21.8K2026-10-21
JFS Wealth Advisors, LLC
DECREASED72,92374,354-1,431-2%$2.1M$1.9M-$173.7K2026-11-03
Payne Capital Management, LLC
DECREASED72,41575,826-3,411-4%$2.1M$2.0M-$100.7K2026-11-09
Leading Edge Financial Planning LLC
DECREASED60,656293,457-232,801-79%$8.1M$1.6M-$6.5M2026-10-23
Accelerate Investment Advisors LLC
INCREASED59,20753,302+5,905+11%$1.5M$1.5M+$54.2K2026-11-02
Smart Wealth LLC
INCREASED57,8379,204+48,633+528%$254.2K$1.5M+$1.2M2026-11-04
Commonwealth Equity Services, LLC
INCREASED55,79254,370+1,422+3%$1.5M$1.4M-$63.4K2026-11-02
Comprehensive Wealth Management, LLC
DECREASED47,72647,737-110%$1.3M$1.2M-$88.1K2026-11-02
Peirce Capital Management, LLC
DECREASED43,70745,212-1,505-3%$1.2M$1.1M-$122.0K2026-10-19
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED43,62043,62000%$1.2M$1.1M-$80.3K2026-11-05
MB Generational Wealth, LLC
DECREASED43,15753,093-9,936-19%$1.5M$1.1M-$353.8K2026-11-09
Foundation Wealth Management, LLC
INCREASED41,70441,619+85+0%$1.1M$1.1M-$74.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED41,07940,785+294+1%$1.1M$1.0M-$86.3K2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED40,265140,841-100,576-71%$3.9M$1.0M-$2.9M2026-11-03
Level Financial Advisors
DECREASED39,16739,505-338-1%$1.1M$1.0M-$81.4K2026-10-13
Atwater Malick LLC
UNCHANGED36,46936,46900%$1.0M$940.2K-$67.1K2026-10-15
HUB Investment Partners, LLC
INCREASED33,53633,472+64+0%$924.5K$864.6K-$59.9K2026-11-03
Twelve Points Wealth Management LLC
INCREASED32,13631,936+200+1%$882.1K$849.4K-$32.7K2026-11-03
Gryphon Financial Partners LLC
INCREASED31,67630,807+869+3%$850.9K$816.6K-$34.3K2026-11-04
Larson Financial Group LLC
DECREASED31,05233,175-2,123-6%$916.3K$800.5K-$115.8K2026-11-05
Courier Capital LLC
DECREASED30,90231,113-211-1%$859.3K$796.7K-$62.7K2026-10-19
Trust Co of Vermont
DECREASED30,64531,020-375-1%$856.8K$790.0K-$66.7K2026-10-21
180 Wealth Advisors, LLC
DECREASED30,52731,043-516-2%$857.4K$787.0K-$70.4K2026-11-03
Fifth Third Securities, Inc.
NEW28,266—+28,266——$728.7K—2026-10-21
Compagnie Lombard Odier SCmA
DECREASED28,19029,190-1,000-3%$806.2K$726.7K-$79.5K2026-11-04
StoneX Group Inc.
INCREASED28,17626,033+2,143+8%$719.0K$756.6K+$37.6K2026-11-03
Navigate Wealth Management, LLC
INCREASED26,61122,312+4,299+19%$636.3K$683.6K+$47.3K2026-10-14
KFG LLC
NEW25,541—+25,541——$658.4K—2026-11-02
Symmetry Partners, LLC
INCREASED25,54124,011+1,530+6%$663.2K$658.4K-$4.7K2026-10-27
SeedSafe Financial LLC
DECREASED24,37126,844-2,473-9%$741.4K$628.3K-$113.1K2026-11-02
LifeWealth Investments, LLC
NEW24,315—+24,315——$626.8K—2026-10-21
WealthPlan Investment Management, LLC
INCREASED23,98423,970+14+0%$662.1K$618.3K-$43.7K2026-10-15
Harbor Group, Inc.
DECREASED23,97124,020-490%$663.4K$618.0K-$45.5K2026-10-14
Fifth Third Bancorp
INCREASED23,63022,013+1,617+7%$608.0K$609.2K+$1.2K2026-11-05
Earned Wealth Advisors, LLC
DECREASED23,45823,838-380-2%$658.4K$604.7K-$53.7K2026-11-06
US Bancorp \de\
DECREASED22,52924,606-2,077-8%$679.6K$580.8K-$98.8K2026-11-05
Sterling Wealth Management, Inc.
INCREASED22,49919,534+2,965+15%$539.5K$580.0K+$40.5K2026-10-23
Foster Group, Inc.
DECREASED21,58623,965-2,379-10%$661.9K$556.5K-$105.4K2026-10-13
Mission Wealth Management, LP
DECREASED20,54221,684-1,142-5%$598.9K$529.6K-$69.3K2026-10-15
Nolet Wealth Management, LLC
UNCHANGED20,12120,12100%$555.7K$518.7K-$37.0K2026-10-15
Moors & Cabot, Inc.
INCREASED19,91819,351+567+3%$534.5K$513.5K-$21.0K2026-11-06
Seaside Wealth Management, Inc.
DECREASED19,76419,784-200%$546.4K$509.5K-$36.9K2026-11-09
Cyndeo Wealth Partners, LLC
DECREASED19,22820,470-1,242-6%$565.4K$495.7K-$69.7K2026-10-16
Avant Financial Advisors LLC
INCREASED18,85717,702+1,155+7%$488.9K$486.1K-$2.8K2026-11-02
Farther Finance Advisors, LLC
DECREASED17,40018,124-724-4%$500.6K$448.6K-$52.0K2026-10-08
J.W. Cole Advisors, Inc.
DECREASED17,37317,754-381-2%$490.4K$447.9K-$42.5K2026-11-05
CGN Advisors LLC
INCREASED17,04616,873+173+1%$466.0K$439.4K-$26.6K2026-10-21
PNC Financial Services Group, Inc.
DECREASED17,00417,827-823-5%$492.4K$438.4K-$54.0K2026-11-06
J. Safra Sarasin Holding AG
UNCHANGED16,92416,92400%$425.6K$425.6K$02026-10-26
Northland Securities, Inc.
INCREASED15,99815,157+841+6%$418.6K$412.4K-$6.2K2026-11-02
Diversify Wealth Management, LLC
INCREASED15,89715,505+392+3%$446.4K$411.6K-$34.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED15,89715,505+392+3%$446.4K$411.6K-$34.8K2026-10-20
Welch & Forbes LLC
UNCHANGED15,12715,12700%$417.8K$390.0K-$27.8K2026-11-04
Regatta Capital Group, LLC
INCREASED14,03512,025+2,010+17%$332.1K$361.8K+$29.7K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED13,74911,086+2,663+24%$306.2K$354.4K+$48.3K2026-10-20
Thompson Siegel & Walmsley LLC
NEW13,346—+13,346——$344.0K—2026-11-05
SVB Wealth LLC
DECREASED13,04618,876-5,830-31%$521.4K$336.3K-$185.0K2026-11-06
International Private Wealth Advisors LLC
DECREASED12,95013,131-181-1%$362.7K$333.8K-$28.8K2026-11-05
Deutsche Bank Ag\
NEW12,601—+12,601——$324.9K—2026-11-06
McLean Asset Management Corp
DECREASED12,34112,350-90%$350.5K$333.5K-$17.0K2026-11-06
First Interstate Bank
UNCHANGED12,30712,30700%$339.9K$317.3K-$22.6K2026-10-23
Aire Advisors, LLC
DECREASED12,28113,044-763-6%$360.3K$316.6K-$43.7K2026-10-22
RFG Advisory, LLC
NEW12,183—+12,183——$314.1K—2026-11-03
Rossby Financial, LCC
INCREASED12,1769,876+2,300+23%$272.8K$313.9K+$41.1K2026-11-05
Citigroup Inc
INCREASED11,75511,051+704+6%$305.2K$303.0K-$2.2K2026-11-04
Truist Financial Corp
INCREASED11,7067,671+4,035+53%$211.9K$301.8K+$89.9K2026-10-30
Amicus Financial Advisors, LLC
DECREASED11,21111,376-165-1%$314.2K$289.3K-$24.9K2026-11-03
Aspiriant, LLC
DECREASED10,75810,953-195-2%$302.5K$277.3K-$25.2K2026-10-16
Abel Hall, LLC
DECREASED10,70811,234-526-5%$310.3K$276.1K-$34.2K2026-10-19
TD Waterhouse Canada Inc.
DECREASED10,34210,530-188-2%$290.9K$264.6K-$26.3K2026-10-16
Private Wealth Management Group, LLC
DECREASED10,29710,944-647-6%$302.3K$265.5K-$36.8K2026-10-19
Lanark Financial, Inc.
INCREASED9,6008,123+1,477+18%$224.4K$247.5K+$23.1K2026-10-26
Ritholtz Wealth Management
INCREASED9,5148,943+571+6%$247.0K$245.3K-$1.7K2026-11-05
Kathmere Capital Management, LLC
UNCHANGED8,8638,86300%$244.8K$228.5K-$16.3K2026-10-20
Redw Wealth LLC
NEW8,178—+8,178——$210.8K—2026-11-02
Sovran Advisors, LLC
DECREASED8,08911,374-3,285-29%$326.2K$213.8K-$112.4K2026-11-02
Private Trust Co NA
INCREASED7,3034,514+2,789+62%$124.7K$188.3K+$63.6K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED7,2527,190+62+1%$198.6K$186.9K-$11.6K2026-11-04
UMB Bank, n.a.
UNCHANGED6,1106,11000%$168.8K$157.5K-$11.2K2026-11-06
Maseco LLP
UNCHANGED6,0976,09700%$168.5K$157.1K-$11.4K2026-10-27
3 Factor Indexing, LLC
UNCHANGED5,8265,82600%$160.9K$150.2K-$10.7K2026-10-15
Capital Investment Advisory Services, LLC
NEW5,726—+5,726——$147.6K—2026-10-30
CoreCap Advisors, LLC
INCREASED5,6854,867+818+17%$134.4K$146.6K+$12.1K2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED5,3543,215+2,139+67%$89.6K$137.0K+$47.4K2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED5,2225,22200%$144.2K$134.6K-$9.6K2026-11-03
Sava Infond d.o.o.
UNCHANGED4,3004,30000%$118.8K$110.9K-$7.9K2026-10-28
Breakwater Investment Management
DECREASED3,7514,186-435-10%$115.6K$96.7K-$18.9K2026-10-20
IFP Advisors, Inc
DECREASED3,6966,575-2,879-44%$181.6K$95.3K-$86.3K2026-10-16
IAG Wealth Partners, LLC
INCREASED3,6333,584+49+1%$99.0K$93.7K-$5.3K2026-11-06
Elevation Wealth Partners, LLC
INCREASED3,5583,539+19+1%$97.7K$91.7K-$6.0K2026-10-07
Parkside Financial Bank & Trust
UNCHANGED3,0893,08900%$85.3K$79.6K-$5.7K2026-10-27
Elevate Wealth Advisory, Inc
UNCHANGED2,9922,99200%$82.6K$77.1K-$5.5K2026-10-29
Triumph Capital Management
INCREASED2,7632,703+60+2%$74.7K$71.2K-$3.4K2026-10-14
Horizon Financial Services, LLC
INCREASED2,4252,390+35+1%$66.0K$62.5K-$3.5K2026-11-04
Rosenberg Matthew Hamilton
DECREASED1,8931,895-20%$52.3K$48.8K-$3.5K2026-10-05
Creative Capital Management Investments LLC
UNCHANGED1,8361,83600%$50.7K$47.3K-$3.4K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED1,8201,805+15+1%$49.9K$46.9K-$2.9K2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED1,2901,29000%$35.6K$33.3K-$2.4K2026-10-23
Valley National Advisers Inc
UNCHANGED1,2031,20300%$33.2K$31.0K-$2.2K2026-10-23
Parallel Advisors, LLC
INCREASED1,0891,004+85+8%$27.7K$28.1K+$3342026-11-03
Russell Investments Group, Ltd.
UNCHANGED1,0551,05500%$29.1K$27.2K-$1.9K2026-11-06
Harbour Investments, Inc.
DECREASED1,0161,236-220-18%$34.1K$26.2K-$7.9K2026-11-09
Axiom Investment Management LLC
UNCHANGED1,0001,00000%$27.6K$25.8K-$1.8K2026-11-03
SYM Financial Corp
UNCHANGED94894800%$26.2K$24.4K-$1.7K2026-10-26
Key Capital Management, Inc
INCREASED877872+5+1%$24.1K$22.6K-$1.5K2026-11-03
Biltmore Family Office, LLC
UNCHANGED85085000%$23.5K$21.9K-$1.6K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED767558+209+37%$15.4K$19.8K+$4.4K2026-11-02
Raleigh Capital Management Inc.
DECREASED752951-199-21%$26.3K$19.4K-$6.9K2026-10-28
Financial Consulate, Inc
UNCHANGED75075000%$20.7K$19.3K-$1.4K2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED73773700%$20$19.0K+$19.0K2026-11-04
Sage Mountain Advisors LLC
DECREASED6701,210-540-45%$33.4K$17.3K-$16.1K2026-11-02
IFG Advisory, LLC
UNCHANGED60860800%$16.8K$15.7K-$1.1K2026-11-09
Signaturefd, LLC
INCREASED5110+511—$1$13.2K+$13.2K2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED42042000%$11.6K$10.8K-$7722026-11-02
Sunrise Financial Services, LLC
UNCHANGED41941900%$11.6K$10.8K-$7712026-10-21
Holos Integrated Wealth LLC
UNCHANGED33233200%$9.3K$8.5K-$8342026-10-23
Heritage Family Offices, LLP
NEW303—+303——$7.8K—2026-11-02
Three Bridge Wealth Advisors, LLC
NEW300—+300——$7.7K—2026-11-05
Smithfield Trust Co
UNCHANGED25325300%$6$6$02026-11-09
Community Financial Services Group, LLC
NEW246—+246——$6.3K—2026-10-15
Phillips Financial Management, LLC
UNCHANGED22422400%$6.2K$5.8K-$4122026-10-19
Wolff Wiese Magana LLC
UNCHANGED20020000%$5.5K$5.2K-$3682026-10-15
Investors Research Corp
UNCHANGED19719700%$5.4K$5.1K-$3622026-10-07
Caldwell Sutter Capital, Inc.
UNCHANGED14314300%$4.0K$3.7K-$2632026-11-09
Creative Financial Designs Inc
UNCHANGED14214200%$3.9K$3.7K-$2612026-11-04
Lloyd Advisory Services, Llc.
DECREASED140219-79-36%$6.0K$3.6K-$2.4K2026-11-02
Bessemer Group Inc
INCREASED14095+45+47%$3$4+$12026-11-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED133132+1+1%$3.7K$3.4K-$2142026-10-28
CX Institutional
INCREASED117116+1+1%$3$3.0K+$3.0K2026-10-02
Kingdom Financial Group Llc.
DECREASED110182-72-40%$5.0K$2.8K-$2.2K2026-11-04
Assetmark, Inc
NEW92—+92——$2.4K—2026-10-21
Versant Capital Management, Inc
UNCHANGED515100%$1.4K$1.3K-$942026-10-02
Planning Strategies Inc.
NEW31—+31——$799—2026-10-02
Blue Trust, Inc.
NEW27—+27——$696—2026-10-15
Networth Advisors, LLC
INCREASED2517+8+47%$470$646+$1762026-11-03
Ares Financial Consulting, LLC
DECREASED1269-57-83%$1.9K$322-$1.6K2026-10-19
Allworth Financial LP
UNCHANGED101000%$277$277$02026-11-06
Hamilton Point Investment Advisors, LLC
NEW3—+3——$77—2026-11-03
Amundi
CLOSED0700,000-700,000-100%$19.3M$0-$19.3M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED0169,175-169,175-100%$4.7M$0-$4.7M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED075,821-75,821-100%$2.1M$0-$2.1M2026-10-16
Great Valley Advisor Group, Inc.
CLOSED033,974-33,974-100%$938.4K$0-$938.4K2026-11-09
Sunpointe, LLC
CLOSED013,390-13,390-100%$369.8K$0-$369.8K2026-10-22
Upper Left Wealth Management, LLC
CLOSED09,693-9,693-100%$267.7K$0-$267.7K2026-10-14
McMill Wealth Management
CLOSED07,507-7,507-100%$207.3K$0-$207.3K2026-11-05
Financial Management Network Inc
CLOSED07,423-7,423-100%$211.7K$0-$211.7K2026-10-09
KCM Investment Advisors LLC
CLOSED07,278-7,278-100%$201.0K$0-$201.0K2026-10-27
Prosperity Planning, Inc.
CLOSED07,267-7,267-100%$200.7K$0-$200.7K2026-10-09
AdvisorNet Financial, Inc
CLOSED05,208-5,208-100%$143.9K$0-$143.9K2026-10-15
International Assets Investment Management, LLC
CLOSED01,112-1,112-100%$30.7K$0-$30.7K2026-11-02
Key FInancial Inc
CLOSED0312-312-100%$8.6K$0-$8.6K2026-11-02
Cornerstone Planning Group LLC
CLOSED0198-198-100%$5.6K$0-$5.6K2026-10-16
Country Trust Bank
CLOSED0109-109-100%$3.0K$0-$3.0K2026-10-30
Northwestern Mutual Wealth Management Co
N/A—7,060,064-7,060,064-100%$195.0M———
M&T Bank Corp
N/A—4,914,523-4,914,523-100%$135.7M———
Polianta Ltd
N/A—4,427,000-4,427,000-100%$122.3K———
BlackRock, Inc.
N/A—4,253,470-4,253,470-100%$117.5M———
Morgan Stanley
N/A—3,617,325-3,617,325-100%$99.9M———
SageView Advisory Group, LLC
N/A—3,241,966-3,241,966-100%$89.5M———
Goldman Sachs Group Inc
N/A—2,898,249-2,898,249-100%$80.0M———
Nepc LLC
N/A—2,080,016-2,080,016-100%$57.5M———
Manufacturers Life Insurance Company, the
N/A—1,861,575-1,861,575-100%$131.2M———
Partners Capital Investment Group, LLP
N/A—1,631,844-1,631,844-100%$45.1M———
HighTower Advisors, LLC
N/A—1,354,131-1,354,131-100%$37.4M———
Royal Bank of Canada
N/A—987,582-987,582-100%$27.3M———
Ameriprise Financial Inc
N/A—924,675-924,675-100%$25.5M———
Bank of America Corp
N/A—859,567-859,567-100%$23.7M———
Capstone Financial Advisors, Inc.
N/A—851,372-851,372-100%$23.5M———
Envestnet Asset Management Inc
N/A—687,146-687,146-100%$19.0M———
Wells Fargo & Company
N/A—680,909-680,909-100%$18.8M———
1832 Asset Management L.P.
N/A—509,458-509,458-100%$14.1M———
Pacific Life Fund Advisors LLC
N/A—462,437-462,437-100%$12.8M———
Cetera Investment Advisers
N/A—371,703-371,703-100%$10.3M———
Waterford Advisors, LLC
N/A—356,526-356,526-100%$9.8M———
Causey Wealth LLC
N/A—319,875-319,875-100%$8.8M———
CIBC Bancorp USA Inc.
N/A—308,724-308,724-100%$7.8M———
CIBC World Market Inc.
N/A—262,535-262,535-100%$7.3M———
Wealthspire Advisors, LLC
N/A—252,547-252,547-100%$7.0M———
Prime Buchholz LLC
N/A—235,330-235,330-100%$6.5M———
Focus Partners Wealth
N/A—210,694-210,694-100%$5.8M———
UBS Group AG
N/A—192,550-192,550-100%$5.3M———
Advisory Services Network, LLC
N/A—166,482-166,482-100%$4.6M———
Qube Research & Technologies Ltd
N/A—149,854-149,854-100%$4.1M———
Jones Financial Companies Lllp
N/A—148,174-148,174-100%$4.2M———
Cornerstone Financial Group, LLC
N/A—146,636-146,636-100%$4.1M———
Cerity Partners LLC
N/A—132,608-132,608-100%$3.7M———
Bristlecone Value Partners, LLC
N/A—126,409-126,409-100%$3.5M———
D. E. Shaw & Co., Inc.
N/A—121,697-121,697-100%$3.4M———
Osaic Holdings, Inc.
N/A—119,678-119,678-100%$3.3M———
Glenmede Trust Co NA
N/A—106,726-106,726-100%$2.9M———
Parkwoods Wealth Partners, LLC
N/A—100,410-100,410-100%$2.8M———
Sumitomo Mitsui Financial Group, Inc.
N/A—100,164-100,164-100%$2.8M———
Arkos Global Advisors
N/A—96,381-96,381-100%$2.7M———
Capasso Planning Partners LLC
N/A—93,015-93,015-100%$2.6M———
Callan Family Office, LLC
N/A—91,268-91,268-100%$2.5M———
Financial Plan, Inc.
N/A—88,787-88,787-100%$2.5M———
FAS Wealth Partners, Inc.
N/A—82,625-82,625-100%$2.3M———
Hills Bank & Trust Co
N/A—80,238-80,238-100%$2.2M———
Focus Partners Advisor Solutions, LLC
N/A—73,009-73,009-100%$2.0M———
Pitcairn Wealth Advisors LLC
N/A—70,851-70,851-100%$2.0M———
Waverly Advisors, LLC
N/A—69,123-69,123-100%$1.9M———
Mercer Global Advisors Inc
N/A—66,951-66,951-100%$1.8M———
Renaissance Technologies LLC
N/A—65,800-65,800-100%$1.8M———
One Capital Management, LLC
N/A—61,102-61,102-100%$1.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—60,541-60,541-100%$1.7M———
Raymond James Financial Inc
N/A—59,623-59,623-100%$1.6M———
JPMorgan Chase & Co
N/A—57,591-57,591-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—57,101-57,101-100%$1.6M———
Wealth Alliance, LLC
N/A—53,070-53,070-100%$1.5M———
Wealthspire Retirement, LLC
N/A—53,060-53,060-100%$1.5M———
Arax Advisory Partners
N/A—52,516-52,516-100%$1.5M———
Morris Financial Concepts, Inc.
N/A—50,365-50,365-100%$1.4M———
Franklin Resources Inc
N/A—45,074-45,074-100%$1.2M———
Nomura Asset Management International Inc.
N/A—44,658-44,658-100%$1.2M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—44,597-44,597-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—42,841-42,841-100%$1.2M———
MML Investors Services, LLC
N/A—42,558-42,558-100%$1.2M———
NewEdge Advisors, LLC
N/A—41,673-41,673-100%$1.2M———
Nicolet Bankshares Inc
N/A—41,274-41,274-100%$1.1M———
HRT Financial LP
N/A—36,122-36,122-100%$997.0K———
Orion Porfolio Solutions, LLC
N/A—35,464-35,464-100%$979.5K———
AE Wealth Management LLC
N/A—33,744-33,744-100%$932.0K———
Fiduciary Financial Advisors
N/A—28,472-28,472-100%$786.3K———
Private Advisor Group, LLC
N/A—28,426-28,426-100%$785.1K———
City National Bank of Florida
N/A—27,447-27,447-100%$758.1K———
Comprehensive Money Management Services LLC
N/A—27,406-27,406-100%$757.0K———
World Investment Advisors
N/A—25,764-25,764-100%$649.1K———
Vestmark Advisory Solutions, Inc.
N/A—25,408-25,408-100%$701.8K———
Longview Financial Advisors LLC
N/A—25,003-25,003-100%$690.6K———
Smartleaf Asset Management LLC
N/A—24,521-24,521-100%$687.8K———
Aegis Wealth Management LLC
N/A—23,570-23,570-100%$651.0K———
Sanctuary Advisors, LLC
N/A—22,051-22,051-100%$609.0K———
Huntington National Bank
N/A—21,765-21,765-100%$601.1K———
National Bank of Canada
N/A—21,750-21,750-100%$600.7K———
Quantinno Capital Management LP
N/A—20,781-20,781-100%$574.0K———
Betterment LLC
N/A—19,759-19,759-100%$546.0K———
Aptus Capital Advisors, LLC
N/A—19,060-19,060-100%$526.4K———
Guardian Wealth Advisors, LLC / NC
N/A—19,060-19,060-100%$526.4K———
Peapack Gladstone Financial Corp
N/A—18,912-18,912-100%$522.0K———
Integrated Wealth Concepts LLC
N/A—18,624-18,624-100%$514.4K———
Equitable Holdings, Inc.
N/A—17,217-17,217-100%$475.5K———
Captrust Financial Advisors
N/A—17,162-17,162-100%$474.0K———
CI Investments Inc.
N/A—16,976-16,976-100%$468.9K———
Insigneo Advisory Services, LLC
N/A—16,344-16,344-100%$451.4K———
United Capital Financial Advisors, LLC
N/A—16,174-16,174-100%$446.7K———
Mariner, LLC
N/A—16,126-16,126-100%$445.4K———
Pathstone Holdings, LLC
N/A—16,048-16,048-100%$443.2K———
Natixis Advisors, LLC
N/A—14,175-14,175-100%$391.0K———
Cresset Asset Management, LLC
N/A—13,896-13,896-100%$383.8K———
OneDigital Investment Advisors LLC
N/A—13,700-13,700-100%$378.4K———
RIK Saylor Financial, Inc.
N/A—12,819-12,819-100%$354.1K———
Aviso Financial Inc.
N/A—12,734-12,734-100%$351.8K———
Gladstone Institutional Advisory LLC
N/A—12,569-12,569-100%$347.1K———
Stifel Financial Corp
N/A—12,497-12,497-100%$345.2K———
O'rourke & Company, Inc
N/A—11,891-11,891-100%$328.5K———
Zhang Financial LLC
N/A—11,320-11,320-100%$312.7K———
Ballentine Partners, LLC
N/A—11,005-11,005-100%$304.0K———
BFC Planning, Inc.
N/A—9,802-9,802-100%$270.7K———
Sound View Wealth Advisors Group, LLC
N/A—9,397-9,397-100%$259.5K———
FMR LLC
N/A—9,298-9,298-100%$256.8K———
Rathbones Group PLC
N/A—9,285-9,285-100%$256.5K———
Whittier Trust Co
N/A—9,000-9,000-100%$250.7K———
Advisory Alpha, LLC
N/A—8,503-8,503-100%$235.0K———
Nuveen, LLC
N/A—8,362-8,362-100%$231.0K———
Rockefeller Capital Management L.P.
N/A—8,304-8,304-100%$229.4K———
Empower Advisory Group, LLC
N/A—8,051-8,051-100%$222.4K———
Castlekeep Investment Advisors LLC
N/A—7,869-7,869-100%$217.3K———
Scotia Capital Inc.
N/A—7,806-7,806-100%$215.6K———
First Foundation Advisors
N/A—7,636-7,636-100%$210.9K———
Harvest Fund Management Co., Ltd
N/A—7,524-7,524-100%$208.0K———
Tacita Capital Inc
N/A—7,456-7,456-100%$205.9K———
Investors Portfolio Services LLC
N/A—6,854-6,854-100%$189.3K———
Global Retirement Partners, LLC
N/A—6,772-6,772-100%$187.0K———
O'shaughnessy Asset Management, LLC
N/A—6,246-6,246-100%$172.5K———
Orion Capital Management LLC
N/A—5,332-5,332-100%$147.3K———
EP Wealth Advisors, LLC
N/A—4,800-4,800-100%$132.6K———
ST Germain D J Co Inc
N/A—3,734-3,734-100%$103.1K———
Urban Financial Advisory Corp
N/A—2,977-2,977-100%$82.2K———
Security National Bank of Sioux City Iowa
N/A—2,625-2,625-100%$72.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,086-2,086-100%$57.6K———
EFG International AG
N/A—2,036-2,036-100%$56.2K———
Operose Advisors LLC
N/A—1,440-1,440-100%$39.8K———
Continuum Advisory, LLC
N/A—1,290-1,290-100%$35.6K———
Atomic Invest LLC
N/A—1,066-1,066-100%$29.9K———
Westfuller Advisors, LLC
N/A—872-872-100%$24.1K———
BNP Paribas Financial Markets
N/A—700-700-100%$19.3K———
Ancora Advisors LLCA
N/A—526-526-100%$14.5K———
Steward Partners Investment Advisory, LLC
N/A—373-373-100%$10.3K———
Howe & Rusling Inc
N/A—219-219-100%$6.0K———
Federation des caisses Desjardins du Quebec
N/A—206-206-100%$5.7K———
Front Row Advisors LLC
N/A—200-200-100%$5.5K———
Frazier Financial Advisors, LLC
N/A—106-106-100%$2.9K———
Allied Private Wealth LLC
N/A—40-40-100%$1.1K———
GW&K Investment Management, LLC
N/A—36-36-100%$1.0K———
Founders Financial Alliance, LLC
N/A—34-34-100%$939———
UBS Asset Management Americas LLC
N/A—15-15-100%$414———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$28———
Showing 342 of 342 institutions