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Isha Curr Hedged Msci Eafe (HEFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Coldstream Capital Management Inc
DECREASED
Shares3,899,153 from 4,561,052
Change-661,899 (-15%)
Value$180.9M (-$33.1M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares3,527,178 from 3,434,779
Change+92,399 (+3%)
Value$163.6M (+$2.4M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares1,177,555 from 1,092,847
Change+84,708 (+8%)
Value$54.6M (+$3.3M)
Filed 2026-11-06
Verde Capital Management
INCREASED
Shares938,126 from 881,454
Change+56,672 (+6%)
Value$43.5M (+$2.2M)
Filed 2026-10-28
Jordan Park Group LLC
DECREASED
Shares878,281 from 980,903
Change-102,622 (-10%)
Value$40.7M (-$5.3M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares771,478 from 779,571
Change-8,093 (-1%)
Value$35.8M (-$792.5K)
Filed 2026-11-05
Blankinship & Foster, LLC
DECREASED
Shares768,236 from 768,531
Change-295 (0%)
Value$35.6M (-$424.9K)
Filed 2026-10-19
Sachem Hill LLC
INCREASED
Shares712,501 from 698,847
Change+13,654 (+2%)
Value$33.1M (+$259.4K)
Filed 2026-10-14
Crumly & Associates Inc.
INCREASED
Shares678,254 from 618,984
Change+59,270 (+10%)
Value$31.5M (+$2.4M)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares659,189 from 669,947
Change-10,758 (-2%)
Value$30.6M (-$857.0K)
Filed 2026-11-02
ACT Wealth Management, LLC
INCREASED
Shares528,691 from 519,062
Change+9,629 (+2%)
Value$24.5M (+$169.0K)
Filed 2026-10-09
Bokf, NA
INCREASED
Shares492,315 from 477,453
Change+14,862 (+3%)
Value$22.8M (+$434.0K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares430,914 from 358,522
Change+72,392 (+20%)
Value$20.0M (+$3.2M)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares424,192 from 358,335
Change+65,857 (+18%)
Value$19.7M (+$2.9M)
Filed 2026-11-04
CX Institutional
INCREASED
Shares403,920 from 274,278
Change+129,642 (+47%)
Value$18.7M (+$18.7M)
Filed 2026-10-02
Denver PWM, LLC
INCREASED
Shares354,677 from 345,322
Change+9,355 (+3%)
Value$16.5M (-$56.3K)
Filed 2026-10-22
Lighthouse Wealth Management Inc.
INCREASED
Shares342,678 from 340,990
Change+1,688 (+1%)
Value$15.9M (-$104.1K)
Filed 2026-10-13
PCA Investment Advisory Services Inc.
INCREASED
Shares339,998 from 322,766
Change+17,232 (+5%)
Value$15.8M (+$626.7K)
Filed 2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares312,001 from 380,965
Change-68,964 (-18%)
Value$14.5M (-$3.4M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares289,601 from 201,394
Change+88,207 (+44%)
Value$13.4M (+$4.0M)
Filed 2026-10-08
Cyr Financial Inc.
INCREASED
Shares284,262 from 262,328
Change+21,934 (+8%)
Value$13.2M (+$877.2K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
INCREASED
Shares270,335 from 247,496
Change+22,839 (+9%)
Value$12.5M (+$1.0M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares246,267 from 241,400
Change+4,867 (+2%)
Value$11.4M (+$96.7K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares246,203 from 220,668
Change+25,535 (+12%)
Value$11.4M (+$1.1M)
Filed 2026-10-30
Great Valley Advisor Group, Inc.
INCREASED
Shares240,355 from 234,529
Change+5,826 (+2%)
Value$11.1M (+$144.2K)
Filed 2026-11-09
Bank of New York Mellon Corp
DECREASED
Shares238,119 from 253,778
Change-15,659 (-6%)
Value$11.0M (-$862.2K)
Filed 2026-11-05
Darrow Company, Inc.
INCREASED
Shares235,654 from 231,145
Change+4,509 (+2%)
Value$10.9M (+$85.5K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares225,967 from 220,208
Change+5,759 (+3%)
Value$10.5M (+$149.3K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares214,702 from 201,974
Change+12,728 (+6%)
Value$10.0M (+$482.4K)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares210,000 from 225,000
Change-15,000 (-7%)
Value$9.7M (-$817.4K)
Filed 2026-11-06
Crescent Grove Advisors, LLC
INCREASED
Shares205,552 from 198,854
Change+6,698 (+3%)
Value$9.5M (+$204.3K)
Filed 2026-10-21
Bigelow Investment Advisors, LLC
INCREASED
Shares194,008 from 170,956
Change+23,052 (+13%)
Value$9.0M (+$977.9K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares193,024 from 205,135
Change-12,111 (-6%)
Value$9.0M (-$671.6K)
Filed 2026-10-20
Trinity Wealth Management, LLC
INCREASED
Shares185,604 from 31,729
Change+153,875 (+485%)
Value$8.6M (+$7.1M)
Filed 2026-10-13
Burns Matteson Capital Management, LLC
INCREASED
Shares171,682 from 169,002
Change+2,680 (+2%)
Value$8.0M (+$33.9K)
Filed 2026-10-16
Delta Wealth Advisors LLC
INCREASED
Shares165,636 from 161,372
Change+4,264 (+3%)
Value$7.7M (+$111.5K)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares159,499 from 37,661
Change+121,838 (+324%)
Value$7.4M (+$5.6M)
Filed 2026-11-04
Harbour Investments, Inc.
INCREASED
Shares157,014 from 67,150
Change+89,864 (+134%)
Value$7.3M (+$4.1M)
Filed 2026-11-09
Weaver Capital Management LLC
DECREASED
Shares156,867 from 212,575
Change-55,708 (-26%)
Value$7.3M (-$1.8M)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares156,158 from 152,620
Change+3,538 (+2%)
Value$7.2M (+$82.4K)
Filed 2026-11-04
Ifrah Financial Services, Inc.
DECREASED
Shares140,881 from 142,838
Change-1,957 (-1%)
Value$6.5M (-$167.2K)
Filed 2026-10-13
Carolina Wealth Management Inc
INCREASED
Shares138,626 from 127,784
Change+10,842 (+8%)
Value$6.4M (+$434.6K)
Filed 2026-10-29
IVC Wealth Advisors LLC
INCREASED
Shares137,511 from 133,119
Change+4,392 (+3%)
Value$6.4M (+$132.5K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED
Shares136,918 from 136,491
Change+427 (+0%)
Value$6.4M (-$53.2K)
Filed 2026-10-20
Friedenthal Financial
INCREASED
Shares135,907 from 120,140
Change+15,767 (+13%)
Value$6.3M (+$667.2K)
Filed 2026-10-27
Summit Asset Management, LLC
UNCHANGED
Shares135,870 from 135,870
Change0 (0%)
Value$6.3M (-$72.7K)
Filed 2026-11-05
Thoroughbred Financial Services, LLC
INCREASED
Shares127,016 from 100,158
Change+26,858 (+27%)
Value$5.9M (+$1.2M)
Filed 2026-11-09
Kestra Advisory Services, LLC
DECREASED
Shares122,248 from 151,916
Change-29,668 (-20%)
Value$5.7M (-$1.5M)
Filed 2026-11-02
Geneos Wealth Management Inc.
INCREASED
Shares121,856 from 118,277
Change+3,579 (+3%)
Value$5.7M (+$102.2K)
Filed 2026-11-09
DecisionMap Wealth Management, LLC
INCREASED
Shares118,623 from 114,012
Change+4,611 (+4%)
Value$5.5M (+$152.9K)
Filed 2026-10-29
Cornerstone Planning Group LLC
INCREASED
Shares115,230 from 114,214
Change+1,016 (+1%)
Value$5.3M (+$44.3K)
Filed 2026-10-16
First Interstate Bank
DECREASED
Shares114,145 from 130,124
Change-15,979 (-12%)
Value$5.3M (-$810.9K)
Filed 2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares111,217 from 109,825
Change+1,392 (+1%)
Value$5.2M (+$5.8K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares105,167 from 106,214
Change-1,047 (-1%)
Value$4.9M (-$105.4K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares102,355 from 92,715
Change+9,640 (+10%)
Value$4.7M (+$397.6K)
Filed 2026-10-23
Capital Asset Advisory Services LLC
DECREASED
Shares100,635 from 102,507
Change-1,872 (-2%)
Value$4.6M (-$168.8K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares100,260 from 100,361
Change-101 (0%)
Value$4.6M (-$24.7K)
Filed 2026-10-13
Madrona Financial Services, LLC
NEW
Shares99,445
Change+99,445
Value$4.6M
Filed 2026-10-23
Cypress Capital, LLC
INCREASED
Shares93,811 from 93,510
Change+301 (+0%)
Value$4.4M (-$36.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares90,701 from 93,496
Change-2,795 (-3%)
Value$4.2M (-$179.7K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares79,945 from 74,655
Change+5,290 (+7%)
Value$3.7M (+$205.5K)
Filed 2026-10-26
Traveka Wealth, LLC
DECREASED
Shares77,601 from 85,670
Change-8,069 (-9%)
Value$3.6M (-$420.1K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares69,462 from 49,574
Change+19,888 (+40%)
Value$3.2M (+$896.1K)
Filed 2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED
Shares65,413 from 66,588
Change-1,175 (-2%)
Value$3.0M (-$90.2K)
Filed 2026-10-06
Park Avenue Securities LLC
DECREASED
Shares64,555 from 65,033
Change-478 (-1%)
Value$3.0M (-$57.0K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares62,775 from 62,481
Change+294 (+0%)
Value$2.9M (-$19.8K)
Filed 2026-10-21
Shepherd Street Advisors LLC
INCREASED
Shares62,409 from 59,072
Change+3,337 (+6%)
Value$2.9M (+$159.7K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares61,935 from 66,013
Change-4,078 (-6%)
Value$2.9M (-$230.1K)
Filed 2026-10-15
Wealth Preservation Advisors, LLC
INCREASED
Shares60,870 from 57,273
Change+3,597 (+6%)
Value$2.8M (+$136.2K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares60,213 from 60,280
Change-67 (0%)
Value$2.8M (-$39.0K)
Filed 2026-11-05
Flagstar Securities, Inc
INCREASED
Shares56,445 from 39,820
Change+16,625 (+42%)
Value$2.6M (+$749.9K)
Filed 2026-10-15
Apella Capital, LLC
DECREASED
Shares55,141 from 56,080
Change-939 (-2%)
Value$2.6M (-$44.6K)
Filed 2026-10-08
Absolute Capital Management, LLC
INCREASED
Shares52,732 from 50,513
Change+2,219 (+4%)
Value$2.4M (+$75.9K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
DECREASED
Shares47,741 from 81,273
Change-33,532 (-41%)
Value$2.2M (-$1.6M)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares47,500 from 47,500
Change0 (0%)
Value$2.2M (-$25.4K)
Filed 2026-10-08
Valmark Advisers, Inc.
INCREASED
Shares47,148 from 46,817
Change+331 (+1%)
Value$2.2M (-$9.7K)
Filed 2026-11-06
True Private Wealth Advisors
INCREASED
Shares47,062 from 46,936
Change+126 (+0%)
Value$2.2M (-$19.3K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
DECREASED
Shares44,701 from 44,765
Change-64 (0%)
Value$2.1M (-$26.9K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares44,165 from 20,341
Change+23,824 (+117%)
Value$2.0M (+$1.1M)
Filed 2026-10-16
Aaron Wealth Advisors LLC
DECREASED
Shares43,357 from 43,502
Change-145 (0%)
Value$2.0M (-$30.0K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares41,757 from 42,028
Change-271 (-1%)
Value$1.9M (-$35.0K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares38,564 from 38,094
Change+470 (+1%)
Value$1.8M (+$1.0K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares37,618 from 41,965
Change-4,347 (-10%)
Value$1.7M (-$224.1K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
UNCHANGED
Shares37,172 from 37,172
Change0 (0%)
Value$1.7M (-$19.9K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares34,822 from 37,433
Change-2,611 (-7%)
Value$1.6M (-$141.2K)
Filed 2026-10-08
Firestone Capital Management
DECREASED
Shares34,541 from 35,015
Change-474 (-1%)
Value$1.6M (-$40.7K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares33,710 from 16,446
Change+17,264 (+105%)
Value$1.6M (+$792.1K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
INCREASED
Shares33,000 from 8,719
Change+24,281 (+278%)
Value$1.5M (+$1.1M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares31,883 from 28,465
Change+3,418 (+12%)
Value$1.5M (+$143.4K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares30,788
Change+30,788
Value$1.4M
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares30,348 from 29,502
Change+846 (+3%)
Value$1.4M (+$23.5K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares28,273 from 28,315
Change-42 (0%)
Value$1.3M (-$17.1K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares28,269 from 85,421
Change-57,152 (-67%)
Value$1.3M (-$2.7M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares28,201 from 23,472
Change+4,729 (+20%)
Value$1.3M (+$206.8K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares27,578 from 28,473
Change-895 (-3%)
Value$1.3M (-$56.8K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares27,313 from 17,459
Change+9,854 (+56%)
Value$1.3M (+$447.8K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares27,080 from 28,064
Change-984 (-4%)
Value$1.3M (-$60.7K)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares26,793 from 9,029
Change+17,764 (+197%)
Value$1.2M (+$819.3K)
Filed 2026-11-09
Burkett Financial Services, LLC
DECREASED
Shares25,613 from 25,808
Change-195 (-1%)
Value$1.2M (-$22.9K)
Filed 2026-10-01
Fifth Third Securities, Inc.
INCREASED
Shares25,365 from 23,563
Change+1,802 (+8%)
Value$1.2M (+$71.0K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares22,998 from 90,577
Change-67,579 (-75%)
Value$1.1M (-$3.2M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares22,116 from 21,231
Change+885 (+4%)
Value$1.0M (+$29.7K)
Filed 2026-10-16
Lodestar Private Asset Management LLC
DECREASED
Shares21,990 from 23,340
Change-1,350 (-6%)
Value$1.0M (-$75.1K)
Filed 2026-10-26
LexAurum Advisors, LLC
DECREASED
Shares21,727 from 22,140
Change-413 (-2%)
Value$1.0M (-$31.0K)
Filed 2026-10-19
Kestra Investment Management, LLC
DECREASED
Shares20,756 from 22,350
Change-1,594 (-7%)
Value$962.9K (-$85.9K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares19,735 from 18,447
Change+1,288 (+7%)
Value$915.5K (+$49.9K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
DECREASED
Shares19,323 from 20,884
Change-1,561 (-7%)
Value$896.4K (-$83.6K)
Filed 2026-11-02
Summit Investment Advisory Services, LLC
INCREASED
Shares19,237 from 18,980
Change+257 (+1%)
Value$892.4K (+$1.8K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares18,376 from 21,916
Change-3,540 (-16%)
Value$852.4K (-$176.0K)
Filed 2026-11-06
Vise Technologies, Inc.
DECREASED
Shares18,334 from 19,593
Change-1,259 (-6%)
Value$850.5K (-$68.9K)
Filed 2026-10-29
Western Wealth Management, LLC
INCREASED
Shares17,861 from 10,670
Change+7,191 (+67%)
Value$828.6K (+$327.9K)
Filed 2026-11-09
Roman Butler Fullerton & Co
DECREASED
Shares17,348 from 18,423
Change-1,075 (-6%)
Value$800.8K (-$48.3K)
Filed 2026-10-27
Redwood Financial Network Corp
INCREASED
Shares17,276 from 17,250
Change+26 (+0%)
Value$801.4K (-$8.0K)
Filed 2026-11-03
Berkeley, Inc
DECREASED
Shares17,164 from 17,823
Change-659 (-4%)
Value$796.3K (-$40.1K)
Filed 2026-10-20
71 West Capital Partners
UNCHANGED
Shares17,022 from 17,022
Change0 (0%)
Value$789.7K (-$9.1K)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares16,982 from 17,310
Change-328 (-2%)
Value$787.8K (-$24.4K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
NEW
Shares16,591
Change+16,591
Value$769.7K
Filed 2026-11-02
M Wealth Management, LLC
INCREASED
Shares16,042 from 15,804
Change+238 (+2%)
Value$744.2K (+$2.6K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares15,957 from 16,124
Change-167 (-1%)
Value$740.2K (-$16.4K)
Filed 2026-11-03
First Citizens Bank & Trust Co
UNCHANGED
Shares15,893 from 15,893
Change0 (0%)
Value$737.3K (-$8.5K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares15,688 from 9,717
Change+5,971 (+61%)
Value$727.8K (+$274.0K)
Filed 2026-10-13
Detalus Advisors, LLC
DECREASED
Shares15,687 from 15,943
Change-256 (-2%)
Value$727.7K (-$20.4K)
Filed 2026-10-15
Wellington Grp LLC
DECREASED
Shares15,071 from 15,112
Change-41 (0%)
Value$699.1K (-$10.0K)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares15,016 from 6,428
Change+8,588 (+134%)
Value$696.6K (+$395.0K)
Filed 2026-10-28
Provident Living Financial Services, Inc.
DECREASED
Shares14,972 from 15,192
Change-220 (-1%)
Value$693.2K (-$19.7K)
Filed 2026-11-03
Sage Mountain Advisors LLC
DECREASED
Shares14,522 from 14,532
Change-10 (0%)
Value$673.7K (-$8.2K)
Filed 2026-11-02
Wedmont Private Capital
UNCHANGED
Shares14,519 from 14,519
Change0 (0%)
Value$669.9K (-$2.9K)
Filed 2026-10-09
Mach-1 Financial Group, LLC
INCREASED
Shares14,370 from 13,147
Change+1,223 (+9%)
Value$666.6K (+$49.7K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares14,051 from 14,534
Change-483 (-3%)
Value$651.8K (-$30.2K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares13,309 from 14,581
Change-1,272 (-9%)
Value$617.4K (-$66.8K)
Filed 2026-10-09
Wealthfront Advisers LLC
INCREASED
Shares12,973 from 12,755
Change+218 (+2%)
Value$601.8K (+$3.3K)
Filed 2026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED
Shares12,572 from 12,572
Change0 (0%)
Value$583.2K (-$6.7K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares12,513 from 8,031
Change+4,482 (+56%)
Value$580.5K (+$203.6K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
INCREASED
Shares12,435 from 11,515
Change+920 (+8%)
Value$576.9K (+$36.5K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares12,240 from 14,501
Change-2,261 (-16%)
Value$567.8K (-$112.6K)
Filed 2026-10-22
Canopy Partners, LLC
UNCHANGED
Shares11,970 from 11,970
Change0 (0%)
Value$555.3K (-$6.4K)
Filed 2026-10-28
Cardiff Park Advisors, LLC
UNCHANGED
Shares11,582 from 11,582
Change0 (0%)
Value$537.3K (-$6.2K)
Filed 2026-11-09
Daviman Financial, LLC
DECREASED
Shares11,480 from 11,512
Change-32 (0%)
Value$532.6K (-$7.6K)
Filed 2026-11-06
Regions Financial Corp
UNCHANGED
Shares11,346 from 11,346
Change0 (0%)
Value$526.3K (-$6.1K)
Filed 2026-11-05
Rubicon Advisors, GP
INCREASED
Shares11,326 from 8,418
Change+2,908 (+35%)
Value$525.4K (+$130.4K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares10,442 from 10,477
Change-35 (0%)
Value$484.4K (-$7.2K)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares10,240 from 9,972
Change+268 (+3%)
Value$475.0K (+$7.1K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares10,101 from 10,101
Change0 (0%)
Value$468.6K (-$5.4K)
Filed 2026-10-14
Stone Summit Wealth LLC
UNCHANGED
Shares9,935 from 9,935
Change0 (0%)
Value$460.9K (-$5.3K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares9,681 from 9,691
Change-10 (0%)
Value$449.1K (-$5.6K)
Filed 2026-10-15
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares9,664 from 9,624
Change+40 (+0%)
Value$448.3K (-$3.3K)
Filed 2026-11-05
Merkkuri Wealth Advisors LLC
INCREASED
Shares9,302 from 9,166
Change+136 (+1%)
Value$431.5K (+$1.4K)
Filed 2026-11-03
Milestone Asset Management Group, LLC
INCREASED
Shares9,296 from 9,167
Change+129 (+1%)
Value$431.2K (+$1.1K)
Filed 2026-10-20
Burke & Herbert Bank & Trust Co
INCREASED
Shares9,166 from 7,143
Change+2,023 (+28%)
Value$425.2K (+$90.0K)
Filed 2026-11-02
Highland Capital Management, LLC
UNCHANGED
Shares9,131 from 9,131
Change0 (0%)
Value$423.6K (-$4.9K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares9,034 from 8,994
Change+40 (+0%)
Value$419.1K (-$3.0K)
Filed 2026-10-23
Cypress Financial Planning LLC
DECREASED
Shares8,720 from 8,886
Change-166 (-2%)
Value$404.5K (-$12.5K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED
Shares8,573 from 8,573
Change0 (0%)
Value$398.0K (+$397.6K)
Filed 2026-10-27
IFG Advisory, LLC
DECREASED
Shares8,506 from 8,703
Change-197 (-2%)
Value$394.6K (-$13.8K)
Filed 2026-11-09
Hazlett, Burt & Watson, Inc.
INCREASED
Shares8,296 from 6,484
Change+1,812 (+28%)
Value$247.1K (+$58.0K)
Filed 2026-11-04
Chesley Taft & Associates LLC
UNCHANGED
Shares8,214 from 8,214
Change0 (0%)
Value$381.0K (-$4.4K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares8,186 from 8,186
Change0 (0%)
Value$379.7K (-$4.4K)
Filed 2026-10-16
HUB Investment Partners, LLC
DECREASED
Shares8,116 from 14,785
Change-6,669 (-45%)
Value$376.5K (-$317.3K)
Filed 2026-11-03
Heritage Wealth Advisors
UNCHANGED
Shares8,103 from 8,103
Change0 (0%)
Value$375.9K (-$4.3K)
Filed 2026-11-09
Sierra Ocean, LLC
INCREASED
Shares8,102 from 4,295
Change+3,807 (+89%)
Value$375.8K (+$174.3K)
Filed 2026-11-03
Clearwater Capital Advisors, LLC
UNCHANGED
Shares8,069 from 8,069
Change0 (0%)
Value$374.3K (-$4.3K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares8,003 from 7,352
Change+651 (+9%)
Value$375.5K (+$30.5K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
NEW
Shares7,963
Change+7,963
Value$369.4K
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED
Shares7,948 from 7,984
Change-36 (0%)
Value$368.7K (-$5.9K)
Filed 2026-10-26
Maltin Wealth Management, Inc.
INCREASED
Shares7,931 from 7,883
Change+48 (+1%)
Value$367.9K (-$2.0K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares7,837 from 8,151
Change-314 (-4%)
Value$363.6K (-$18.9K)
Filed 2026-10-29
Pettinga Financial Advisors LLC
NEW
Shares7,426
Change+7,426
Value$344.5K
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares7,294 from 9,714
Change-2,420 (-25%)
Value$334.9K (-$112.4K)
Filed 2026-10-27
Sima Wealth Partners, LLC
DECREASED
Shares7,279 from 7,479
Change-200 (-3%)
Value$337.7K (-$13.3K)
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares7,230 from 7,575
Change-345 (-5%)
Value$335.4K (-$20.0K)
Filed 2026-10-30
Southland Equity Partners LLC
INCREASED
Shares7,043 from 5,743
Change+1,300 (+23%)
Value$326.7K (+$57.2K)
Filed 2026-10-14
Richardson Capital Management LLC
DECREASED
Shares6,865 from 6,900
Change-35 (-1%)
Value$318.5K (-$5.3K)
Filed 2026-10-23
Arwa LLC
UNCHANGED
Shares6,823 from 6,823
Change0 (0%)
Value$317.4K (+$2.8K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares6,733 from 8,272
Change-1,539 (-19%)
Value$312.4K (-$75.8K)
Filed 2026-10-28
HighPoint Advisor Group LLC
INCREASED
Shares6,670 from 4,833
Change+1,837 (+38%)
Value$309.4K (+$82.6K)
Filed 2026-11-09
PUREfi Wealth, LLC
DECREASED
Shares6,429 from 6,796
Change-367 (-5%)
Value$298.2K (-$20.7K)
Filed 2026-10-19
Clarity Retirement & Wealth, LLC
DECREASED
Shares6,153 from 6,871
Change-718 (-10%)
Value$285.4K (-$37.0K)
Filed 2026-11-04
Demars Financial Group, LLC
INCREASED
Shares6,037 from 5,734
Change+303 (+5%)
Value$280.1K (+$11.0K)
Filed 2026-10-22
Smart Wealth LLC
DECREASED
Shares5,982 from 6,886
Change-904 (-13%)
Value$277.5K (-$45.6K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
UNCHANGED
Shares5,897 from 5,897
Change0 (0%)
Value$273.6K (-$3.2K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares5,816 from 5,815
Change+1 (+0%)
Value$269.8K (-$3.1K)
Filed 2026-10-14
Keybank National Association
NEW
Shares5,807
Change+5,807
Value$269.4K
Filed 2026-11-04
Glenview Trust Co
UNCHANGED
Shares5,770 from 5,770
Change0 (0%)
Value$267.7K (-$3.1K)
Filed 2026-10-28
LongView Wealth Management
INCREASED
Shares5,634 from 5,178
Change+456 (+9%)
Value$261.4K (+$18.4K)
Filed 2026-10-19
Curtis Advisory Group, LLC
DECREASED
Shares5,545 from 5,730
Change-185 (-3%)
Value$257.2K (-$11.6K)
Filed 2026-10-28
Guardian Capital, LLC
DECREASED
Shares5,435 from 6,435
Change-1,000 (-16%)
Value$252.1K (-$49.8K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares5,415 from 5,415
Change0 (0%)
Value$251.2K (-$2.9K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
UNCHANGED
Shares5,380 from 5,380
Change0 (0%)
Value$249.6K (-$2.9K)
Filed 2026-10-26
Client 1ST Advisory Group, LLC
DECREASED
Shares5,270 from 5,380
Change-110 (-2%)
Value$244.5K (-$8.0K)
Filed 2026-10-19
Paladin Advisory Group, LLC
UNCHANGED
Shares5,181 from 5,181
Change0 (0%)
Value$240.3K (-$2.8K)
Filed 2026-11-09
Oppenheimer & Co Inc
INCREASED
Shares5,128 from 5,091
Change+37 (+1%)
Value$237.9K (-$1.0K)
Filed 2026-10-26
Nwam LLC
INCREASED
Shares5,028 from 4,285
Change+743 (+17%)
Value$233.2K (+$32.2K)
Filed 2026-11-09
Journey Advisory Group, LLC
DECREASED
Shares5,007 from 5,014
Change-7 (0%)
Value$232.3K (-$3.0K)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares4,900 from 5,300
Change-400 (-8%)
Value$227.3K (-$21.4K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
DECREASED
Shares4,866 from 6,371
Change-1,505 (-24%)
Value$225.9K (-$72.3K)
Filed 2026-10-13
Legacy Edge Advisors, LLC
INCREASED
Shares4,832 from 4,702
Change+130 (+3%)
Value$224.2K (+$3.5K)
Filed 2026-11-06
Sharkey, Howes & Javer
UNCHANGED
Shares4,831 from 4,831
Change0 (0%)
Value$224.1K (-$2.6K)
Filed 2026-10-22
Tortoise Investment Management, LLC
UNCHANGED
Shares4,767 from 4,767
Change0 (0%)
Value$221.1K (-$2.6K)
Filed 2026-11-06
Facet Wealth, Inc.
NEW
Shares4,734
Change+4,734
Value$219.6K
Filed 2026-11-04
Mengis Capital Management, Inc.
UNCHANGED
Shares4,702 from 4,702
Change0 (0%)
Value$218.1K (-$2.5K)
Filed 2026-10-13
AMG National Trust Bank
UNCHANGED
Shares4,678 from 4,678
Change0 (0%)
Value$217.0K (-$2.5K)
Filed 2026-11-05
Carroll Advisory Group, LLC
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$214.6K (-$2.5K)
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares4,534 from 4,649
Change-115 (-2%)
Value$210.4K (-$5.1K)
Filed 2026-10-19
White Pine Capital LLC
UNCHANGED
Shares4,448 from 4,448
Change0 (0%)
Value$206.3K (-$2.4K)
Filed 2026-11-09
Assetmark, Inc
DECREASED
Shares4,367 from 5,042
Change-675 (-13%)
Value$202.6K (-$34.0K)
Filed 2026-10-21
West Wealth Group, LLC
DECREASED
Shares4,348 from 4,576
Change-228 (-5%)
Value$201.7K (-$13.0K)
Filed 2026-10-14
Park Square Financial Group, LLC
INCREASED
Shares4,315 from 3,722
Change+593 (+16%)
Value$200.2K (+$25.5K)
Filed 2026-11-09
Retirement Wealth Solutions LLC
UNCHANGED
Shares4,218 from 4,218
Change0 (0%)
Value$195.7K (-$2.3K)
Filed 2026-10-07
Mather Group, Llc.
UNCHANGED
Shares3,982 from 3,982
Change0 (0%)
Value$184.7K (-$2.1K)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares3,635 from 4,774
Change-1,139 (-24%)
Value$168.7K (-$55.4K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares3,270 from 3,649
Change-379 (-10%)
Value$151.7K (-$19.6K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares3,078 from 3,078
Change0 (0%)
Value$142.8K (-$1.6K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares3,077 from 44
Change+3,033 (+6893%)
Value$142.7K (+$140.7K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares3,025 from 3,227
Change-202 (-6%)
Value$140.4K (-$11.1K)
Filed 2026-10-08
Manchester Capital Management LLC
UNCHANGED
Shares2,279 from 2,279
Change0 (0%)
Value$105.7K (-$1.2K)
Filed 2026-10-22
Clearstead Advisors, LLC
DECREASED
Shares2,198 from 22,962
Change-20,764 (-90%)
Value$102.0K (-$975.5K)
Filed 2026-11-06
Zions Bancorporation, National Association
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$86.3K (-$996)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$84.2K (-$972)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares1,809 from 1,034
Change+775 (+75%)
Value$83.9K (+$35.4K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,807 from 1,807
Change0 (0%)
Value$83.8K (-$966)
Filed 2026-10-20
Harbor Asset Planning, Inc.
INCREASED
Shares1,520 from 1,497
Change+23 (+2%)
Value$70.5K (+$233)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$66.0K (-$762)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,358 from 169
Change+1,189 (+704%)
Value$63.0K (+$55.1K)
Filed 2026-10-27
Bessemer Group Inc
INCREASED
Shares1,161 from 848
Change+313 (+37%)
Value$39.0K (-$985)
Filed 2026-11-09
Yankcom Partnership
INCREASED
Shares999 from 580
Change+419 (+72%)
Value$46.3K (+$19.1K)
Filed 2026-10-15
Mosley Wealth Management
DECREASED
Shares942 from 979
Change-37 (-4%)
Value$43.9K (-$2.1K)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$40.9K (-$471)
Filed 2026-10-15
Noble Wealth Management PBC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$34.8K (-$401)
Filed 2026-10-01
Ameliora Wealth Management Ltd.
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$30.0K (-$312)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$28.4K (-$328)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares610 from 665
Change-55 (-8%)
Value$28.3K (-$2.9K)
Filed 2026-10-20
Hantz Financial Services, Inc.
DECREASED
Shares558 from 1,060
Change-502 (-47%)
Value$26.0K (-$24.0K)
Filed 2026-11-09
Realta Investment Advisors
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$21.2K (-$245)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares430
Change+430
Value$19.9K
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares324 from 599
Change-275 (-46%)
Value$15.0K (-$13.1K)
Filed 2026-10-30
Collier Financial
INCREASED
Shares302 from 298
Change+4 (+1%)
Value$14.0K (+$49)
Filed 2026-11-06
Global Trust Asset Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.9K (-$161)
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares298 from 182
Change+116 (+64%)
Value$13.8K (+$5.3K)
Filed 2026-11-05
Clark Wealth Partners
DECREASED
Shares296 from 524
Change-228 (-44%)
Value$13.7K (-$10.9K)
Filed 2026-10-19
Rydar Equities, Inc.
NEW
Shares282
Change+282
Value$13.0K
Filed 2026-10-13
Sunrise Financial Services, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$11.4K (-$131)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares226
Change+226
Value$10.5K
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares219
Change+219
Value$10.2K
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares206 from 203
Change+3 (+1%)
Value$9.5K (+$33)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$8.9K (-$103)
Filed 2026-10-15
Smithfield Trust Co
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$8 ($0)
Filed 2026-11-09
Heritage Family Offices, LLP
NEW
Shares173
Change+173
Value$8.0K
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$7.6K (-$87)
Filed 2026-10-13
Southern Michigan Bank & Trust
NEW
Shares161
Change+161
Value$7.5K
Filed 2026-10-19
Sofi Wealth, LLC
DECREASED
Shares145 from 155
Change-10 (-6%)
Value$6.7K (-$571)
Filed 2026-10-27
JFS Wealth Advisors, LLC
INCREASED
Shares113 from 83
Change+30 (+36%)
Value$5.2K (+$1.3K)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares98 from 97
Change+1 (+1%)
Value$4.6K (+$15)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4.5K (-$52)
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4.5K (-$52)
Filed 2026-11-03
Tidemark, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.0K (-$34)
Filed 2026-11-09
Carolina Wealth Advisors, LLC
NEW
Shares79
Change+79
Value$3.7K
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.8K (-$32)
Filed 2026-10-23
Trust Co
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.2K (-$25)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.9K (-$22)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares35 from 34
Change+1 (+3%)
Value$1.6K (+$6)
Filed 2026-10-28
Central Trust Co
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.5K (-$17)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares31
Change+31
Value$1.4K
Filed 2026-10-21
Eukles Asset Management
NEW
Shares29
Change+29
Value$1.3K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares27
Change+27
Value$1.3K
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares22
Change+22
Value$1.0K
Filed 2026-10-27
Provident Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$557 (-$6)
Filed 2026-10-20
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 102,507
Change-102,507 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 89,194
Change-89,194 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-30
Future Financial Wealth Managment LLC
CLOSED
Shares0 from 59,085
Change-59,085 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-15
Fortis Group Advisors, LLC
CLOSED
Shares0 from 20,068
Change-20,068 (-100%)
Value$0 (-$941.7K)
Filed 2026-11-06
ProVise Management Group, LLC
CLOSED
Shares0 from 16,641
Change-16,641 (-100%)
Value$0 (-$780.9K)
Filed 2026-11-06
Diversify Wealth Management, LLC
CLOSED
Shares0 from 10,577
Change-10,577 (-100%)
Value$0 (-$491.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
CLOSED
Shares0 from 10,577
Change-10,577 (-100%)
Value$0 (-$491.9K)
Filed 2026-10-20
Legacy Advisors, LLC
CLOSED
Shares0 from 9,652
Change-9,652 (-100%)
Value$0 (-$452.9K)
Filed 2026-10-19
Evanson Financial, LLC
CLOSED
Shares0 from 8,522
Change-8,522 (-100%)
Value$0 (-$399.9K)
Filed 2026-10-23
City State Bank
CLOSED
Shares0 from 6,550
Change-6,550 (-100%)
Value$0 (-$307.4K)
Filed 2026-10-20
Compound Planning, Inc.
CLOSED
Shares0 from 6,192
Change-6,192 (-100%)
Value$0 (-$290.6K)
Filed 2026-11-09
Financial Life Advisors
CLOSED
Shares0 from 4,903
Change-4,903 (-100%)
Value$0 (-$230.1K)
Filed 2026-10-14
Trek Financial, LLC
CLOSED
Shares0 from 4,716
Change-4,716 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,528
Change-4,528 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 1,128
Change-1,128 (-100%)
Value$0 (-$52.9K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-23
Country Trust Bank
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-29
Northstar Asset Management Co
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-22
International Assets Investment Management, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$939)
Filed 2026-10-26
EPG Wealth Management LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$798)
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-23
Russell Investments Group, Ltd.
UNCHANGED
Shares0 from 0
Change0
Value$16 ($0)
Filed 2026-11-06
Goldman Sachs Group Inc
N/A
Shares— from 48,492,631
Change-48,492,631 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,406,631
Change-4,406,631 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,310,684
Change-4,310,684 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,090,734
Change-4,090,734 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,584,090
Change-3,584,090 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 3,562,756
Change-3,562,756 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,528,604
Change-3,528,604 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,439,589
Change-3,439,589 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 3,419,467
Change-3,419,467 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,126,452
Change-3,126,452 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,840,162
Change-2,840,162 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,039,824
Change-2,039,824 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,012,676
Change-2,012,676 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,938,755
Change-1,938,755 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,694,704
Change-1,694,704 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,532,638
Change-1,532,638 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,360,026
Change-1,360,026 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 986,887
Change-986,887 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 965,338
Change-965,338 (-100%)
Value—
UBS Group AG
N/A
Shares— from 551,360
Change-551,360 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 537,596
Change-537,596 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 421,122
Change-421,122 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 415,311
Change-415,311 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 390,192
Change-390,192 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 344,434
Change-344,434 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 340,245
Change-340,245 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 303,416
Change-303,416 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 301,850
Change-301,850 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 271,866
Change-271,866 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 223,912
Change-223,912 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 215,141
Change-215,141 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 204,354
Change-204,354 (-100%)
Value—
Nepc LLC
N/A
Shares— from 204,177
Change-204,177 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 204,097
Change-204,097 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 193,226
Change-193,226 (-100%)
Value—
Blair William & Co
N/A
Shares— from 190,399
Change-190,399 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 163,164
Change-163,164 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 161,657
Change-161,657 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 135,122
Change-135,122 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 128,430
Change-128,430 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 121,929
Change-121,929 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 118,116
Change-118,116 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 117,305
Change-117,305 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 112,698
Change-112,698 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 102,846
Change-102,846 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 102,026
Change-102,026 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 97,472
Change-97,472 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 96,271
Change-96,271 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 93,839
Change-93,839 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 86,432
Change-86,432 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 86,143
Change-86,143 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 83,714
Change-83,714 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 81,221
Change-81,221 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 80,795
Change-80,795 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 80,478
Change-80,478 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 80,280
Change-80,280 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 79,875
Change-79,875 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 78,349
Change-78,349 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 65,936
Change-65,936 (-100%)
Value—
FMR LLC
N/A
Shares— from 65,925
Change-65,925 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,490
Change-63,490 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 62,914
Change-62,914 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 60,537
Change-60,537 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 60,144
Change-60,144 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 59,555
Change-59,555 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 53,742
Change-53,742 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 53,256
Change-53,256 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 48,738
Change-48,738 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 45,694
Change-45,694 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 43,943
Change-43,943 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 40,984
Change-40,984 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 40,420
Change-40,420 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 38,419
Change-38,419 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 36,086
Change-36,086 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,065
Change-36,065 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,718
Change-35,718 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 35,627
Change-35,627 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 34,971
Change-34,971 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 34,527
Change-34,527 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,846
Change-33,846 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,548
Change-32,548 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 31,518
Change-31,518 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 30,650
Change-30,650 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,956
Change-29,956 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 28,025
Change-28,025 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 27,843
Change-27,843 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 27,143
Change-27,143 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 25,316
Change-25,316 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 24,812
Change-24,812 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 23,955
Change-23,955 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,998
Change-20,998 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 20,412
Change-20,412 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 20,268
Change-20,268 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,821
Change-19,821 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 19,451
Change-19,451 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,351
Change-19,351 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 18,786
Change-18,786 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 18,217
Change-18,217 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 17,434
Change-17,434 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,370
Change-17,370 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,296
Change-17,296 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 17,152
Change-17,152 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 16,242
Change-16,242 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 14,697
Change-14,697 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 14,580
Change-14,580 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 14,296
Change-14,296 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 14,278
Change-14,278 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,127
Change-14,127 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 13,860
Change-13,860 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 12,513
Change-12,513 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 10,559
Change-10,559 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 9,714
Change-9,714 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,014
Change-9,014 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,264
Change-8,264 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,952
Change-6,952 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
&partners
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 860
Change-860 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 795
Change-795 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 663
Change-663 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 488
Change-488 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16
Change-16 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Coldstream Capital Management Inc
DECREASED3,899,1534,561,052-661,899-15%$214.0M$180.9M-$33.1M2026-11-09
LPL Financial LLC
INCREASED3,527,1783,434,779+92,399+3%$161.2M$163.6M+$2.4M2026-11-06
PNC Financial Services Group, Inc.
INCREASED1,177,5551,092,847+84,708+8%$51.3M$54.6M+$3.3M2026-11-06
Verde Capital Management
INCREASED938,126881,454+56,672+6%$41.4M$43.5M+$2.2M2026-10-28
Jordan Park Group LLC
DECREASED878,281980,903-102,622-10%$46.0M$40.7M-$5.3M2026-11-06
US Bancorp \de\
DECREASED771,478779,571-8,093-1%$36.6M$35.8M-$792.5K2026-11-05
Blankinship & Foster, LLC
DECREASED768,236768,531-2950%$36.1M$35.6M-$424.9K2026-10-19
Sachem Hill LLC
INCREASED712,501698,847+13,654+2%$32.8M$33.1M+$259.4K2026-10-14
Crumly & Associates Inc.
INCREASED678,254618,984+59,270+10%$29.0M$31.5M+$2.4M2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED659,189669,947-10,758-2%$31.4M$30.6M-$857.0K2026-11-02
ACT Wealth Management, LLC
INCREASED528,691519,062+9,629+2%$24.4M$24.5M+$169.0K2026-10-09
Bokf, NA
INCREASED492,315477,453+14,862+3%$22.4M$22.8M+$434.0K2026-10-27
Commonwealth Equity Services, LLC
INCREASED430,914358,522+72,392+20%$16.8M$20.0M+$3.2M2026-11-02
Csenge Advisory Group
INCREASED424,192358,335+65,857+18%$16.8M$19.7M+$2.9M2026-11-04
CX Institutional
INCREASED403,920274,278+129,642+47%$12.9K$18.7M+$18.7M2026-10-02
Denver PWM, LLC
INCREASED354,677345,322+9,355+3%$16.5M$16.5M-$56.3K2026-10-22
Lighthouse Wealth Management Inc.
INCREASED342,678340,990+1,688+1%$16.0M$15.9M-$104.1K2026-10-13
PCA Investment Advisory Services Inc.
INCREASED339,998322,766+17,232+5%$15.1M$15.8M+$626.7K2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED312,001380,965-68,964-18%$17.9M$14.5M-$3.4M2026-10-16
Farther Finance Advisors, LLC
INCREASED289,601201,394+88,207+44%$9.4M$13.4M+$4.0M2026-10-08
Cyr Financial Inc.
INCREASED284,262262,328+21,934+8%$12.3M$13.2M+$877.2K2026-10-16
ARQ Wealth Advisors, LLC
INCREASED270,335247,496+22,839+9%$11.5M$12.5M+$1.0M2026-10-29
Lido Advisors, LLC
INCREASED246,267241,400+4,867+2%$11.3M$11.4M+$96.7K2026-11-04
Truist Financial Corp
INCREASED246,203220,668+25,535+12%$10.4M$11.4M+$1.1M2026-10-30
Great Valley Advisor Group, Inc.
INCREASED240,355234,529+5,826+2%$11.0M$11.1M+$144.2K2026-11-09
Bank of New York Mellon Corp
DECREASED238,119253,778-15,659-6%$11.9M$11.0M-$862.2K2026-11-05
Darrow Company, Inc.
INCREASED235,654231,145+4,509+2%$10.8M$10.9M+$85.5K2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED225,967220,208+5,759+3%$10.3M$10.5M+$149.3K2026-10-08
RFG Advisory, LLC
INCREASED214,702201,974+12,728+6%$9.5M$10.0M+$482.4K2026-11-03
Deutsche Bank Ag\
DECREASED210,000225,000-15,000-7%$10.6M$9.7M-$817.4K2026-11-06
Crescent Grove Advisors, LLC
INCREASED205,552198,854+6,698+3%$9.3M$9.5M+$204.3K2026-10-21
Bigelow Investment Advisors, LLC
INCREASED194,008170,956+23,052+13%$8.0M$9.0M+$977.9K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED193,024205,135-12,111-6%$9.6M$9.0M-$671.6K2026-10-20
Trinity Wealth Management, LLC
INCREASED185,60431,729+153,875+485%$1.5M$8.6M+$7.1M2026-10-13
Burns Matteson Capital Management, LLC
INCREASED171,682169,002+2,680+2%$7.9M$8.0M+$33.9K2026-10-16
Delta Wealth Advisors LLC
INCREASED165,636161,372+4,264+3%$7.6M$7.7M+$111.5K2026-10-09
Prospera Financial Services Inc
INCREASED159,49937,661+121,838+324%$1.8M$7.4M+$5.6M2026-11-04
Harbour Investments, Inc.
INCREASED157,01467,150+89,864+134%$3.2M$7.3M+$4.1M2026-11-09
Weaver Capital Management LLC
DECREASED156,867212,575-55,708-26%$9.0M$7.3M-$1.8M2026-10-15
Citigroup Inc
INCREASED156,158152,620+3,538+2%$7.2M$7.2M+$82.4K2026-11-04
Ifrah Financial Services, Inc.
DECREASED140,881142,838-1,957-1%$6.7M$6.5M-$167.2K2026-10-13
Carolina Wealth Management Inc
INCREASED138,626127,784+10,842+8%$6.0M$6.4M+$434.6K2026-10-29
IVC Wealth Advisors LLC
INCREASED137,511133,119+4,392+3%$6.2M$6.4M+$132.5K2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED136,918136,491+427+0%$6.4M$6.4M-$53.2K2026-10-20
Friedenthal Financial
INCREASED135,907120,140+15,767+13%$5.6M$6.3M+$667.2K2026-10-27
Summit Asset Management, LLC
UNCHANGED135,870135,87000%$6.4M$6.3M-$72.7K2026-11-05
Thoroughbred Financial Services, LLC
INCREASED127,016100,158+26,858+27%$4.7M$5.9M+$1.2M2026-11-09
Kestra Advisory Services, LLC
DECREASED122,248151,916-29,668-20%$7.1M$5.7M-$1.5M2026-11-02
Geneos Wealth Management Inc.
INCREASED121,856118,277+3,579+3%$5.6M$5.7M+$102.2K2026-11-09
DecisionMap Wealth Management, LLC
INCREASED118,623114,012+4,611+4%$5.4M$5.5M+$152.9K2026-10-29
Cornerstone Planning Group LLC
INCREASED115,230114,214+1,016+1%$5.3M$5.3M+$44.3K2026-10-16
First Interstate Bank
DECREASED114,145130,124-15,979-12%$6.1M$5.3M-$810.9K2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED111,217109,825+1,392+1%$5.2M$5.2M+$5.8K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED105,167106,214-1,047-1%$5.0M$4.9M-$105.4K2026-11-04
Sigma Planning Corp
INCREASED102,35592,715+9,640+10%$4.4M$4.7M+$397.6K2026-10-23
Capital Asset Advisory Services LLC
DECREASED100,635102,507-1,872-2%$4.8M$4.6M-$168.8K2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED100,260100,361-1010%$4.7M$4.6M-$24.7K2026-10-13
Madrona Financial Services, LLC
NEW99,445—+99,445——$4.6M—2026-10-23
Cypress Capital, LLC
INCREASED93,81193,510+301+0%$4.4M$4.4M-$36.1K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED90,70193,496-2,795-3%$4.4M$4.2M-$179.7K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED79,94574,655+5,290+7%$3.5M$3.7M+$205.5K2026-10-26
Traveka Wealth, LLC
DECREASED77,60185,670-8,069-9%$4.0M$3.6M-$420.1K2026-10-19
Signal Advisors Wealth, LLC
INCREASED69,46249,574+19,888+40%$2.3M$3.2M+$896.1K2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED65,41366,588-1,175-2%$3.1M$3.0M-$90.2K2026-10-06
Park Avenue Securities LLC
DECREASED64,55565,033-478-1%$3.1M$3.0M-$57.0K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED62,77562,481+294+0%$2.9M$2.9M-$19.8K2026-10-21
Shepherd Street Advisors LLC
INCREASED62,40959,072+3,337+6%$2.7M$2.9M+$159.7K2026-10-21
AdvisorNet Financial, Inc
DECREASED61,93566,013-4,078-6%$3.1M$2.9M-$230.1K2026-10-15
Wealth Preservation Advisors, LLC
INCREASED60,87057,273+3,597+6%$2.7M$2.8M+$136.2K2026-11-05
Thrivent Financial for Lutherans
DECREASED60,21360,280-670%$2.8M$2.8M-$39.0K2026-11-05
Flagstar Securities, Inc
INCREASED56,44539,820+16,625+42%$1.9M$2.6M+$749.9K2026-10-15
Apella Capital, LLC
DECREASED55,14156,080-939-2%$2.6M$2.6M-$44.6K2026-10-08
Absolute Capital Management, LLC
INCREASED52,73250,513+2,219+4%$2.4M$2.4M+$75.9K2026-10-16
Concurrent Investment Advisors, LLC
DECREASED47,74181,273-33,532-41%$3.8M$2.2M-$1.6M2026-10-16
Grove Bank & Trust
UNCHANGED47,50047,50000%$2.2M$2.2M-$25.4K2026-10-08
Valmark Advisers, Inc.
INCREASED47,14846,817+331+1%$2.2M$2.2M-$9.7K2026-11-06
True Private Wealth Advisors
INCREASED47,06246,936+126+0%$2.2M$2.2M-$19.3K2026-10-19
Cornerstone Wealth Management, LLC
DECREASED44,70144,765-640%$2.1M$2.1M-$26.9K2026-11-04
PFG Advisors
INCREASED44,16520,341+23,824+117%$954.5K$2.0M+$1.1M2026-10-16
Aaron Wealth Advisors LLC
DECREASED43,35743,502-1450%$2.0M$2.0M-$30.0K2026-10-13
Perigon Wealth Management, LLC
DECREASED41,75742,028-271-1%$2.0M$1.9M-$35.0K2026-10-22
Wedbush Securities Inc
INCREASED38,56438,094+470+1%$1.8M$1.8M+$1.0K2026-10-22
Citizens Financial Group Inc
DECREASED37,61841,965-4,347-10%$2.0M$1.7M-$224.1K2026-10-23
Dynamic Advisor Solutions LLC
UNCHANGED37,17237,17200%$1.7M$1.7M-$19.9K2026-10-13
Valeo Financial Advisors, LLC
DECREASED34,82237,433-2,611-7%$1.8M$1.6M-$141.2K2026-10-08
Firestone Capital Management
DECREASED34,54135,015-474-1%$1.6M$1.6M-$40.7K2026-11-03
Davenport & Co LLC
INCREASED33,71016,446+17,264+105%$771.7K$1.6M+$792.1K2026-10-14
GC Wealth Management RIA, LLC
INCREASED33,0008,719+24,281+278%$409.1K$1.5M+$1.1M2026-11-02
Brookstone Capital Management
INCREASED31,88328,465+3,418+12%$1.3M$1.5M+$143.4K2026-10-22
Ascentis Independent Advisors
NEW30,788—+30,788——$1.4M—2026-11-03
Apollon Wealth Management, LLC
INCREASED30,34829,502+846+3%$1.4M$1.4M+$23.5K2026-10-23
Independent Financial Group, LLC
DECREASED28,27328,315-420%$1.3M$1.3M-$17.1K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED28,26985,421-57,152-67%$4.0M$1.3M-$2.7M2026-11-05
Fifth Third Bancorp
INCREASED28,20123,472+4,729+20%$1.1M$1.3M+$206.8K2026-11-05
Integrity Alliance, Llc.
DECREASED27,57828,473-895-3%$1.3M$1.3M-$56.8K2026-10-29
Creative Planning
INCREASED27,31317,459+9,854+56%$819.3K$1.3M+$447.8K2026-11-02
Merit Financial Group, LLC
DECREASED27,08028,064-984-4%$1.3M$1.3M-$60.7K2026-11-06
Bank of Montreal
INCREASED26,7939,029+17,764+197%$423.7K$1.2M+$819.3K2026-11-09
Burkett Financial Services, LLC
DECREASED25,61325,808-195-1%$1.2M$1.2M-$22.9K2026-10-01
Fifth Third Securities, Inc.
INCREASED25,36523,563+1,802+8%$1.1M$1.2M+$71.0K2026-10-21
TritonPoint Partners, LLC
DECREASED22,99890,577-67,579-75%$4.3M$1.1M-$3.2M2026-11-05
IFP Advisors, Inc
INCREASED22,11621,231+885+4%$996.3K$1.0M+$29.7K2026-10-16
Lodestar Private Asset Management LLC
DECREASED21,99023,340-1,350-6%$1.1M$1.0M-$75.1K2026-10-26
LexAurum Advisors, LLC
DECREASED21,72722,140-413-2%$1.0M$1.0M-$31.0K2026-10-19
Kestra Investment Management, LLC
DECREASED20,75622,350-1,594-7%$1.0M$962.9K-$85.9K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED19,73518,447+1,288+7%$865.6K$915.5K+$49.9K2026-10-13
Acorn Financial Advisory Services Inc
DECREASED19,32320,884-1,561-7%$980.0K$896.4K-$83.6K2026-11-02
Summit Investment Advisory Services, LLC
INCREASED19,23718,980+257+1%$890.6K$892.4K+$1.8K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED18,37621,916-3,540-16%$1.0M$852.4K-$176.0K2026-11-06
Vise Technologies, Inc.
DECREASED18,33419,593-1,259-6%$919.4K$850.5K-$68.9K2026-10-29
Western Wealth Management, LLC
INCREASED17,86110,670+7,191+67%$500.7K$828.6K+$327.9K2026-11-09
Roman Butler Fullerton & Co
DECREASED17,34818,423-1,075-6%$849.1K$800.8K-$48.3K2026-10-27
Redwood Financial Network Corp
INCREASED17,27617,250+26+0%$809.5K$801.4K-$8.0K2026-11-03
Berkeley, Inc
DECREASED17,16417,823-659-4%$836.3K$796.3K-$40.1K2026-10-20
71 West Capital Partners
UNCHANGED17,02217,02200%$798.8K$789.7K-$9.1K2026-11-04
Meridian Wealth Management, LLC
DECREASED16,98217,310-328-2%$812.3K$787.8K-$24.4K2026-11-05
SeaBridge Investment Advisors LLC
NEW16,591—+16,591——$769.7K—2026-11-02
M Wealth Management, LLC
INCREASED16,04215,804+238+2%$741.6K$744.2K+$2.6K2026-10-14
Parallel Advisors, LLC
DECREASED15,95716,124-167-1%$756.6K$740.2K-$16.4K2026-11-03
First Citizens Bank & Trust Co
UNCHANGED15,89315,89300%$745.8K$737.3K-$8.5K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED15,6889,717+5,971+61%$453.7K$727.8K+$274.0K2026-10-13
Detalus Advisors, LLC
DECREASED15,68715,943-256-2%$748.1K$727.7K-$20.4K2026-10-15
Wellington Grp LLC
DECREASED15,07115,112-410%$709.1K$699.1K-$10.0K2026-11-06
Modera Wealth Management, LLC
INCREASED15,0166,428+8,588+134%$301.6K$696.6K+$395.0K2026-10-28
Provident Living Financial Services, Inc.
DECREASED14,97215,192-220-1%$712.9K$693.2K-$19.7K2026-11-03
Sage Mountain Advisors LLC
DECREASED14,52214,532-100%$681.9K$673.7K-$8.2K2026-11-02
Wedmont Private Capital
UNCHANGED14,51914,51900%$672.8K$669.9K-$2.9K2026-10-09
Mach-1 Financial Group, LLC
INCREASED14,37013,147+1,223+9%$616.9K$666.6K+$49.7K2026-11-06
Sowell Financial Services LLC
DECREASED14,05114,534-483-3%$682.0K$651.8K-$30.2K2026-10-23
Balefire, LLC
DECREASED13,30914,581-1,272-9%$684.2K$617.4K-$66.8K2026-10-09
Wealthfront Advisers LLC
INCREASED12,97312,755+218+2%$598.5K$601.8K+$3.3K2026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED12,57212,57200%$589.9K$583.2K-$6.7K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED12,5138,031+4,482+56%$376.8K$580.5K+$203.6K2026-10-22
Tritonpoint Wealth, LLC
INCREASED12,43511,515+920+8%$540.3K$576.9K+$36.5K2026-10-19
Strategic Blueprint, LLC
DECREASED12,24014,501-2,261-16%$680.5K$567.8K-$112.6K2026-10-22
Canopy Partners, LLC
UNCHANGED11,97011,97000%$561.7K$555.3K-$6.4K2026-10-28
Cardiff Park Advisors, LLC
UNCHANGED11,58211,58200%$543.5K$537.3K-$6.2K2026-11-09
Daviman Financial, LLC
DECREASED11,48011,512-320%$540.2K$532.6K-$7.6K2026-11-06
Regions Financial Corp
UNCHANGED11,34611,34600%$532.4K$526.3K-$6.1K2026-11-05
Rubicon Advisors, GP
INCREASED11,3268,418+2,908+35%$395.0K$525.4K+$130.4K2026-10-23
Clear Creek Financial Management, LLC
DECREASED10,44210,477-350%$491.6K$484.4K-$7.2K2026-10-28
Savant Capital, LLC
INCREASED10,2409,972+268+3%$467.9K$475.0K+$7.1K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED10,10110,10100%$474.0K$468.6K-$5.4K2026-10-14
Stone Summit Wealth LLC
UNCHANGED9,9359,93500%$466.2K$460.9K-$5.3K2026-10-14
Mission Wealth Management, LP
DECREASED9,6819,691-100%$454.8K$449.1K-$5.6K2026-10-15
Spectrum Planning & Advisory Services Inc.
INCREASED9,6649,624+40+0%$451.6K$448.3K-$3.3K2026-11-05
Merkkuri Wealth Advisors LLC
INCREASED9,3029,166+136+1%$430.1K$431.5K+$1.4K2026-11-03
Milestone Asset Management Group, LLC
INCREASED9,2969,167+129+1%$430.2K$431.2K+$1.1K2026-10-20
Burke & Herbert Bank & Trust Co
INCREASED9,1667,143+2,023+28%$335.2K$425.2K+$90.0K2026-11-02
Highland Capital Management, LLC
UNCHANGED9,1319,13100%$428.5K$423.6K-$4.9K2026-10-26
HB Wealth Management, LLC
INCREASED9,0348,994+40+0%$422.1K$419.1K-$3.0K2026-10-23
Cypress Financial Planning LLC
DECREASED8,7208,886-166-2%$417.0K$404.5K-$12.5K2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED8,5738,57300%$402$398.0K+$397.6K2026-10-27
IFG Advisory, LLC
DECREASED8,5068,703-197-2%$408.4K$394.6K-$13.8K2026-11-09
Hazlett, Burt & Watson, Inc.
INCREASED8,2966,484+1,812+28%$189.1K$247.1K+$58.0K2026-11-04
Chesley Taft & Associates LLC
UNCHANGED8,2148,21400%$385.4K$381.0K-$4.4K2026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED8,1868,18600%$384.1K$379.7K-$4.4K2026-10-16
HUB Investment Partners, LLC
DECREASED8,11614,785-6,669-45%$693.8K$376.5K-$317.3K2026-11-03
Heritage Wealth Advisors
UNCHANGED8,1038,10300%$380.2K$375.9K-$4.3K2026-11-09
Sierra Ocean, LLC
INCREASED8,1024,295+3,807+89%$201.5K$375.8K+$174.3K2026-11-03
Clearwater Capital Advisors, LLC
UNCHANGED8,0698,06900%$378.6K$374.3K-$4.3K2026-11-06
Allworth Financial LP
INCREASED8,0037,352+651+9%$345.0K$375.5K+$30.5K2026-11-06
Kingswood Wealth Advisors, LLC
NEW7,963—+7,963——$369.4K—2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED7,9487,984-360%$374.7K$368.7K-$5.9K2026-10-26
Maltin Wealth Management, Inc.
INCREASED7,9317,883+48+1%$369.9K$367.9K-$2.0K2026-10-13
Integrity Advisory Solutions, LLC
DECREASED7,8378,151-314-4%$382.5K$363.6K-$18.9K2026-10-29
Pettinga Financial Advisors LLC
NEW7,426—+7,426——$344.5K—2026-10-13
Chicago Partners Investment Group LLC
DECREASED7,2949,714-2,420-25%$447.3K$334.9K-$112.4K2026-10-27
Sima Wealth Partners, LLC
DECREASED7,2797,479-200-3%$350.9K$337.7K-$13.3K2026-10-19
Ascent Group, LLC
DECREASED7,2307,575-345-5%$355.5K$335.4K-$20.0K2026-10-30
Southland Equity Partners LLC
INCREASED7,0435,743+1,300+23%$269.5K$326.7K+$57.2K2026-10-14
Richardson Capital Management LLC
DECREASED6,8656,900-35-1%$323.8K$318.5K-$5.3K2026-10-23
Arwa LLC
UNCHANGED6,8236,82300%$314.6K$317.4K+$2.8K2026-10-21
MGO One Seven LLC
DECREASED6,7338,272-1,539-19%$388.2K$312.4K-$75.8K2026-10-28
HighPoint Advisor Group LLC
INCREASED6,6704,833+1,837+38%$226.8K$309.4K+$82.6K2026-11-09
PUREfi Wealth, LLC
DECREASED6,4296,796-367-5%$318.9K$298.2K-$20.7K2026-10-19
Clarity Retirement & Wealth, LLC
DECREASED6,1536,871-718-10%$322.4K$285.4K-$37.0K2026-11-04
Demars Financial Group, LLC
INCREASED6,0375,734+303+5%$269.1K$280.1K+$11.0K2026-10-22
Smart Wealth LLC
DECREASED5,9826,886-904-13%$323.1K$277.5K-$45.6K2026-11-04
Daymark Wealth Partners, LLC
UNCHANGED5,8975,89700%$276.7K$273.6K-$3.2K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED5,8165,815+1+0%$272.9K$269.8K-$3.1K2026-10-14
Keybank National Association
NEW5,807—+5,807——$269.4K—2026-11-04
Glenview Trust Co
UNCHANGED5,7705,77000%$270.8K$267.7K-$3.1K2026-10-28
LongView Wealth Management
INCREASED5,6345,178+456+9%$243.0K$261.4K+$18.4K2026-10-19
Curtis Advisory Group, LLC
DECREASED5,5455,730-185-3%$268.9K$257.2K-$11.6K2026-10-28
Guardian Capital, LLC
DECREASED5,4356,435-1,000-16%$302.0K$252.1K-$49.8K2026-11-06
Laurel OAK Wealth Management, LLC
UNCHANGED5,4155,41500%$254.1K$251.2K-$2.9K2026-10-19
Patton Albertson Miller Group, LLC
UNCHANGED5,3805,38000%$252.5K$249.6K-$2.9K2026-10-26
Client 1ST Advisory Group, LLC
DECREASED5,2705,380-110-2%$252.5K$244.5K-$8.0K2026-10-19
Paladin Advisory Group, LLC
UNCHANGED5,1815,18100%$243.1K$240.3K-$2.8K2026-11-09
Oppenheimer & Co Inc
INCREASED5,1285,091+37+1%$238.9K$237.9K-$1.0K2026-10-26
Nwam LLC
INCREASED5,0284,285+743+17%$201.1K$233.2K+$32.2K2026-11-09
Journey Advisory Group, LLC
DECREASED5,0075,014-70%$235.3K$232.3K-$3.0K2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED4,9005,300-400-8%$248.7K$227.3K-$21.4K2026-10-14
Affinity Capital Advisors, LLC
DECREASED4,8666,371-1,505-24%$298.1K$225.9K-$72.3K2026-10-13
Legacy Edge Advisors, LLC
INCREASED4,8324,702+130+3%$220.6K$224.2K+$3.5K2026-11-06
Sharkey, Howes & Javer
UNCHANGED4,8314,83100%$226.7K$224.1K-$2.6K2026-10-22
Tortoise Investment Management, LLC
UNCHANGED4,7674,76700%$223.7K$221.1K-$2.6K2026-11-06
Facet Wealth, Inc.
NEW4,734—+4,734——$219.6K—2026-11-04
Mengis Capital Management, Inc.
UNCHANGED4,7024,70200%$220.6K$218.1K-$2.5K2026-10-13
AMG National Trust Bank
UNCHANGED4,6784,67800%$219.5K$217.0K-$2.5K2026-11-05
Carroll Advisory Group, LLC
UNCHANGED4,6264,62600%$217.1K$214.6K-$2.5K2026-10-16
Capital Square, LLC
DECREASED4,5344,649-115-2%$215.5K$210.4K-$5.1K2026-10-19
White Pine Capital LLC
UNCHANGED4,4484,44800%$208.7K$206.3K-$2.4K2026-11-09
Assetmark, Inc
DECREASED4,3675,042-675-13%$236.6K$202.6K-$34.0K2026-10-21
West Wealth Group, LLC
DECREASED4,3484,576-228-5%$214.7K$201.7K-$13.0K2026-10-14
Park Square Financial Group, LLC
INCREASED4,3153,722+593+16%$174.7K$200.2K+$25.5K2026-11-09
Retirement Wealth Solutions LLC
UNCHANGED4,2184,21800%$197.9K$195.7K-$2.3K2026-10-07
Mather Group, Llc.
UNCHANGED3,9823,98200%$186.9K$184.7K-$2.1K2026-10-14
Golden State Wealth Management, LLC
DECREASED3,6354,774-1,139-24%$224.0K$168.7K-$55.4K2026-11-02
Spire Wealth Management
DECREASED3,2703,649-379-10%$171.2K$151.7K-$19.6K2026-10-30
Lanark Financial, Inc.
UNCHANGED3,0783,07800%$144.4K$142.8K-$1.6K2026-10-26
Rossby Financial, LCC
INCREASED3,07744+3,033+6893%$2.1K$142.7K+$140.7K2026-11-05
CoreCap Advisors, LLC
DECREASED3,0253,227-202-6%$151.4K$140.4K-$11.1K2026-10-08
Manchester Capital Management LLC
UNCHANGED2,2792,27900%$106.9K$105.7K-$1.2K2026-10-22
Clearstead Advisors, LLC
DECREASED2,19822,962-20,764-90%$1.1M$102.0K-$975.5K2026-11-06
Zions Bancorporation, National Association
UNCHANGED1,8601,86000%$87.3K$86.3K-$9962026-11-06
Arlington Trust Co LLC
UNCHANGED1,8161,81600%$85.2K$84.2K-$9722026-10-20
Creative Financial Designs Inc
INCREASED1,8091,034+775+75%$48.5K$83.9K+$35.4K2026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,8071,80700%$84.8K$83.8K-$9662026-10-20
Harbor Asset Planning, Inc.
INCREASED1,5201,497+23+2%$70.3K$70.5K+$2332026-10-23
Parkside Financial Bank & Trust
UNCHANGED1,4231,42300%$66.8K$66.0K-$7622026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED1,358169+1,189+704%$7.9K$63.0K+$55.1K2026-10-27
Bessemer Group Inc
INCREASED1,161848+313+37%$40.0K$39.0K-$9852026-11-09
Yankcom Partnership
INCREASED999580+419+72%$27.2K$46.3K+$19.1K2026-10-15
Mosley Wealth Management
DECREASED942979-37-4%$46.0K$43.9K-$2.1K2026-10-16
Blue Trust, Inc.
UNCHANGED88188100%$41.3K$40.9K-$4712026-10-15
Noble Wealth Management PBC
UNCHANGED75075000%$35.2K$34.8K-$4012026-10-01
Ameliora Wealth Management Ltd.
UNCHANGED64564500%$30.3K$30.0K-$3122026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED61261200%$28.7K$28.4K-$3282026-10-15
Private Trust Co NA
DECREASED610665-55-8%$31.2K$28.3K-$2.9K2026-10-20
Hantz Financial Services, Inc.
DECREASED5581,060-502-47%$50.0K$26.0K-$24.0K2026-11-09
Realta Investment Advisors
UNCHANGED45845800%$21.5K$21.2K-$2452026-10-14
Latitude Advisors, LLC
NEW430—+430——$19.9K—2026-10-27
Compass Financial Management LLC
DECREASED324599-275-46%$28.1K$15.0K-$13.1K2026-10-30
Collier Financial
INCREASED302298+4+1%$14.0K$14.0K+$492026-11-06
Global Trust Asset Management, LLC
UNCHANGED30030000%$14.1K$13.9K-$1612026-10-19
Larson Financial Group LLC
INCREASED298182+116+64%$8.5K$13.8K+$5.3K2026-11-05
Clark Wealth Partners
DECREASED296524-228-44%$24.6K$13.7K-$10.9K2026-10-19
Rydar Equities, Inc.
NEW282—+282——$13.0K—2026-10-13
Sunrise Financial Services, LLC
UNCHANGED24524500%$11.5K$11.4K-$1312026-10-21
Team Financial Group, LLC
NEW226—+226——$10.5K—2026-10-30
Mainstream Capital Management LLC
NEW219—+219——$10.2K—2026-10-23
AlphaCore Capital LLC
INCREASED206203+3+1%$9.5K$9.5K+$332026-11-04
Wolff Wiese Magana LLC
UNCHANGED19219200%$9.0K$8.9K-$1032026-10-15
Smithfield Trust Co
UNCHANGED17617600%$8$8$02026-11-09
Heritage Family Offices, LLP
NEW173—+173——$8.0K—2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED16316300%$7.6K$7.6K-$872026-10-13
Southern Michigan Bank & Trust
NEW161—+161——$7.5K—2026-10-19
Sofi Wealth, LLC
DECREASED145155-10-6%$7.3K$6.7K-$5712026-10-27
JFS Wealth Advisors, LLC
INCREASED11383+30+36%$3.9K$5.2K+$1.3K2026-11-03
Networth Advisors, LLC
INCREASED9897+1+1%$4.6K$4.6K+$152026-11-03
NorthAvenue LLC
UNCHANGED979700%$4.6K$4.5K-$522026-10-29
Asset Dedication, LLC
UNCHANGED979700%$4.6K$4.5K-$522026-11-03
Tidemark, LLC
UNCHANGED868600%$4.0K$4.0K-$342026-11-09
Carolina Wealth Advisors, LLC
NEW79—+79——$3.7K—2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED616100%$2.9K$2.8K-$322026-10-23
Trust Co
UNCHANGED484800%$2.2K$2.2K-$252026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED414100%$1.9K$1.9K-$222026-10-20
Raleigh Capital Management Inc.
INCREASED3534+1+3%$1.6K$1.6K+$62026-10-28
Central Trust Co
UNCHANGED323200%$1.5K$1.5K-$172026-11-05
Root Financial Partners, LLC
NEW31—+31——$1.4K—2026-10-21
Eukles Asset Management
NEW29—+29——$1.3K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW27—+27——$1.3K—2026-10-27
Balance Wealth Partners LLC
NEW22—+22——$1.0K—2026-10-27
Provident Wealth Management, LLC
UNCHANGED121200%$563$557-$62026-10-20
Axxcess Wealth Management, LLC
CLOSED0102,507-102,507-100%$4.8M$0-$4.8M2026-10-21
Capital Investment Advisory Services, LLC
CLOSED089,194-89,194-100%$4.2M$0-$4.2M2026-10-30
Future Financial Wealth Managment LLC
CLOSED059,085-59,085-100%$2.7M$0-$2.7M2026-10-15
Fortis Group Advisors, LLC
CLOSED020,068-20,068-100%$941.7K$0-$941.7K2026-11-06
ProVise Management Group, LLC
CLOSED016,641-16,641-100%$780.9K$0-$780.9K2026-11-06
Diversify Wealth Management, LLC
CLOSED010,577-10,577-100%$491.9K$0-$491.9K2026-10-20
Diversify Advisory Services, LLC
CLOSED010,577-10,577-100%$491.9K$0-$491.9K2026-10-20
Legacy Advisors, LLC
CLOSED09,652-9,652-100%$452.9K$0-$452.9K2026-10-19
Evanson Financial, LLC
CLOSED08,522-8,522-100%$399.9K$0-$399.9K2026-10-23
City State Bank
CLOSED06,550-6,550-100%$307.4K$0-$307.4K2026-10-20
Compound Planning, Inc.
CLOSED06,192-6,192-100%$290.6K$0-$290.6K2026-11-09
Financial Life Advisors
CLOSED04,903-4,903-100%$230.1K$0-$230.1K2026-10-14
Trek Financial, LLC
CLOSED04,716-4,716-100%$221.3K$0-$221.3K2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED04,528-4,528-100%$212.5K$0-$212.5K2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED01,128-1,128-100%$52.9K$0-$52.9K2026-10-16
Stone House Investment Management, LLC
CLOSED0467-467-100%$21.9K$0-$21.9K2026-10-23
Country Trust Bank
CLOSED0143-143-100%$6.7K$0-$6.7K2026-10-30
Lloyd Advisory Services, Llc.
CLOSED0137-137-100%$6.4K$0-$6.4K2026-11-02
Tradewinds Capital Management, LLC
CLOSED0126-126-100%$5.9K$0-$5.9K2026-10-23
Tucker Asset Management LLC
CLOSED0121-121-100%$5.7K$0-$5.7K2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED077-77-100%$3.6K$0-$3.6K2026-10-29
Northstar Asset Management Co
CLOSED050-50-100%$2.3K$0-$2.3K2026-10-22
International Assets Investment Management, LLC
CLOSED028-28-100%$1.3K$0-$1.3K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED020-20-100%$939$0-$9392026-10-26
EPG Wealth Management LLC
CLOSED017-17-100%$798$0-$7982026-11-03
Financial Management Professionals, Inc.
DECREASED045-45-100%$2.1K$0-$2.1K2026-10-23
Russell Investments Group, Ltd.
UNCHANGED000—$16$16$02026-11-06
Goldman Sachs Group Inc
N/A—48,492,631-48,492,631-100%$2.3B———
Envestnet Asset Management Inc
N/A—4,406,631-4,406,631-100%$206.8M———
JPMorgan Chase & Co
N/A—4,310,684-4,310,684-100%$201.3M———
Ameriprise Financial Inc
N/A—4,090,734-4,090,734-100%$192.1M———
Morgan Stanley
N/A—3,584,090-3,584,090-100%$168.2M———
Dynasty Wealth Management, LLC
N/A—3,562,756-3,562,756-100%$167.2M———
Northwestern Mutual Wealth Management Co
N/A—3,528,604-3,528,604-100%$165.6M———
Quotient Wealth Partners, LLC
N/A—3,439,589-3,439,589-100%$161.4M———
Partners Capital Investment Group, LLP
N/A—3,419,467-3,419,467-100%$160.5M———
United Capital Financial Advisors, LLC
N/A—3,126,452-3,126,452-100%$146.7M———
NorthRock Partners, LLC
N/A—2,840,162-2,840,162-100%$133.3M———
Wells Fargo & Company
N/A—2,039,824-2,039,824-100%$95.7M———
Northern Trust Corp
N/A—2,012,676-2,012,676-100%$94.4M———
Bank of America Corp
N/A—1,938,755-1,938,755-100%$91.0M———
Waverly Advisors, LLC
N/A—1,694,704-1,694,704-100%$79.5M———
Cetera Investment Advisers
N/A—1,532,638-1,532,638-100%$71.9M———
Osaic Holdings, Inc.
N/A—1,360,026-1,360,026-100%$63.8M———
Raymond James Financial Inc
N/A—986,887-986,887-100%$46.3M———
Private Advisor Group, LLC
N/A—965,338-965,338-100%$45.3M———
UBS Group AG
N/A—551,360-551,360-100%$25.9M———
MML Investors Services, LLC
N/A—537,596-537,596-100%$25.2M———
Jones Financial Companies Lllp
N/A—421,122-421,122-100%$19.6M———
Tulsa Wealth Advisors, Inc
N/A—415,311-415,311-100%$19.5M———
Odyssey Group, LLC
N/A—390,192-390,192-100%$18.3M———
Wescap Management Group, Inc.
N/A—344,434-344,434-100%$16.2M———
Royal Bank of Canada
N/A—340,245-340,245-100%$16.0M———
Rockefeller Capital Management L.P.
N/A—303,416-303,416-100%$14.2M———
Vertex Planning Partners, LLC
N/A—301,850-301,850-100%$14.2M———
Modern Wealth Management, LLC
N/A—271,866-271,866-100%$12.8M———
Cerity Partners LLC
N/A—223,912-223,912-100%$10.5M———
Global Retirement Partners, LLC
N/A—215,141-215,141-100%$10.1M———
Mariner, LLC
N/A—204,354-204,354-100%$9.6M———
Nepc LLC
N/A—204,177-204,177-100%$9.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—204,097-204,097-100%$9.6M———
Pathstone Holdings, LLC
N/A—193,226-193,226-100%$9.1M———
Blair William & Co
N/A—190,399-190,399-100%$8.9M———
Wellington-Altus USA Inc.
N/A—163,164-163,164-100%$6.9M———
Strategic Financial Concepts, LLC
N/A—161,657-161,657-100%$7.8M———
Mercer Global Advisors Inc
N/A—135,122-135,122-100%$6.3M———
Stifel Financial Corp
N/A—128,430-128,430-100%$6.0M———
Steward Partners Investment Advisory, LLC
N/A—121,929-121,929-100%$5.7M———
Precision Wealth Strategies, LLC
N/A—118,116-118,116-100%$5.5M———
Keystone Financial Group
N/A—117,305-117,305-100%$5.5M———
Fiduciary Trust Co
N/A—112,698-112,698-100%$5.3M———
Cvfg LLC
N/A—102,846-102,846-100%$4.8M———
Sanctuary Advisors, LLC
N/A—102,026-102,026-100%$4.8M———
Mutual Advisors, LLC
N/A—97,472-97,472-100%$4.6M———
Matters Capital LLC
N/A—96,271-96,271-100%$4.5M———
Alliancebernstein L.P.
N/A—93,839-93,839-100%$4.0M———
Flow Traders U.S. LLC
N/A—86,432-86,432-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—86,143-86,143-100%$4.0M———
Vestmark Advisory Solutions, Inc.
N/A—83,714-83,714-100%$3.9M———
Savvy Advisors, Inc.
N/A—81,221-81,221-100%$3.8M———
IHT Wealth Management, LLC
N/A—80,795-80,795-100%$3.8M———
Beacon Pointe Advisors, LLC
N/A—80,478-80,478-100%$3.8M———
Janney Montgomery Scott LLC
N/A—80,280-80,280-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—79,875-79,875-100%$3.7M———
MAI Capital Management
N/A—78,349-78,349-100%$3.7M———
Summit Financial, LLC
N/A—65,936-65,936-100%$3.1M———
FMR LLC
N/A—65,925-65,925-100%$3.1M———
HighTower Advisors, LLC
N/A—63,490-63,490-100%$3.0M———
Summitpoint Capital Management
N/A—62,914-62,914-100%$3.0M———
Regal Investment Advisors LLC
N/A—60,537-60,537-100%$2.8M———
Prasad Wealth Partners, LLC
N/A—60,144-60,144-100%$2.8M———
Retirement Planning Group, LLC / NY
N/A—59,555-59,555-100%$2.8M———
Advisory Services Network, LLC
N/A—53,742-53,742-100%$2.5M———
Ameritas Advisory Services, LLC
N/A—53,256-53,256-100%$2.5M———
Foundations Investment Advisors, LLC
N/A—48,738-48,738-100%$2.3M———
Jane Street Group, LLC
N/A—45,694-45,694-100%$2.1M———
BOK Financial Private Wealth, Inc.
N/A—43,943-43,943-100%$2.1M———
Disciplined Investors, L.L.C.
N/A—40,984-40,984-100%$1.9M———
Gladstone Institutional Advisory LLC
N/A—40,420-40,420-100%$1.9M———
Verity Wealth Advisors
N/A—40,000-40,000-100%$1.9M———
Nova Wealth Management, Inc.
N/A—38,419-38,419-100%$1.8M———
Oversea-Chinese Banking Corp Ltd
N/A—36,086-36,086-100%$1.7M———
Equitable Holdings, Inc.
N/A—36,065-36,065-100%$1.7M———
National Bank of Canada
N/A—35,718-35,718-100%$1.7M———
Hirtle & Co., LLC
N/A—35,627-35,627-100%$1.7M———
Mrwm Advisors, LLC
N/A—34,971-34,971-100%$1.6M———
Federation des caisses Desjardins du Quebec
N/A—34,527-34,527-100%$1.6M———
Citadel Advisors LLC
N/A—33,846-33,846-100%$1.6M———
NewEdge Advisors, LLC
N/A—32,548-32,548-100%$1.5M———
Liberty Wealth Management LLC
N/A—31,518-31,518-100%$1.3M———
Osprey Private Wealth LLC
N/A—30,650-30,650-100%$1.4M———
Arax Advisory Partners
N/A—29,956-29,956-100%$1.4M———
Dimension Capital Management LLC
N/A—28,025-28,025-100%$1.3M———
Immaculate Wealth Management LLC
N/A—27,843-27,843-100%$1.3M———
Principal Securities, Inc.
N/A—27,143-27,143-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—25,316-25,316-100%$1.2M———
Cedar Wealth Management, LLC
N/A—24,812-24,812-100%$1.2M———
Hobbs Group Advisors, LLC
N/A—23,955-23,955-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—21,749-21,749-100%$1.0M———
World Investment Advisors
N/A—20,998-20,998-100%$892.3K———
Natixis Advisors, LLC
N/A—20,412-20,412-100%$957.0K———
MA Private Wealth
N/A—20,268-20,268-100%$951.1K———
CreativeOne Wealth, LLC
N/A—19,821-19,821-100%$930.1K———
OneAscent Wealth Management LLC
N/A—19,451-19,451-100%$912.7K———
AE Wealth Management LLC
N/A—19,351-19,351-100%$908.1K———
OneDigital Investment Advisors LLC
N/A—18,786-18,786-100%$881.5K———
Meridian Wealth Advisors, LLC
N/A—18,217-18,217-100%$854.8K———
MTM Financial Group, LLC
N/A—17,434-17,434-100%$818.1K———
Arkadios Wealth Advisors
N/A—17,370-17,370-100%$815.1K———
Benjamin Edwards Inc
N/A—17,296-17,296-100%$811.7K———
Glenmede Trust Co NA
N/A—17,152-17,152-100%$804.9K———
Choate Investment Advisors
N/A—16,242-16,242-100%$762.2K———
Aspen Grove Capital, LLC
N/A—15,025-15,025-100%$705.0K———
Clark Capital Management Group, Inc.
N/A—14,697-14,697-100%$689.7K———
Headinvest, LLC
N/A—14,580-14,580-100%$684.2K———
Icon Wealth Advisors, LLC
N/A—14,296-14,296-100%$670.9K———
5T Wealth, LLC
N/A—14,278-14,278-100%$670.0K———
AQR Capital Management LLC
N/A—14,127-14,127-100%$662.9K———
MOR Wealth Management, LLC
N/A—13,860-13,860-100%$650.4K———
First American Trust, FSB
N/A—12,513-12,513-100%$587.2K———
PAX Financial Group, LLC
N/A—10,559-10,559-100%$495.5K———
Pinnacle Financial Partners, Inc.
N/A—10,039-10,039-100%$471.1K———
One Wealth Advisors, LLC
N/A—9,714-9,714-100%$455.8K———
Cannon Wealth Management Services, LLC
N/A—9,500-9,500-100%$445.8K———
Advyzon Investment Management, LLC
N/A—9,014-9,014-100%$423.0K———
Centaurus Financial, Inc.
N/A—8,908-8,908-100%$418.0K———
JPL Wealth Management, LLC
N/A—8,419-8,419-100%$395.1K———
Keebeck Wealth Management
N/A—8,264-8,264-100%$387.8K———
Quantinno Capital Management LP
N/A—7,402-7,402-100%$347.3K———
Two Sigma Securities, LLC
N/A—6,961-6,961-100%$326.6K———
Betterment LLC
N/A—6,952-6,952-100%$326.0K———
FWG Holdings, LLC
N/A—6,337-6,337-100%$293.2K———
Fiduciary Financial Advisors
N/A—6,322-6,322-100%$296.6K———
&partners
N/A—5,945-5,945-100%$294.7K———
Ameritas Investment Partners, Inc.
N/A—5,772-5,772-100%$270.9K———
RWA Wealth Partners, LLC
N/A—5,690-5,690-100%$267.0K———
O'shaughnessy Asset Management, LLC
N/A—5,621-5,621-100%$263.8K———
Commerce Bank
N/A—5,606-5,606-100%$263.1K———
Focus Partners Advisor Solutions, LLC
N/A—5,170-5,170-100%$242.6K———
OneAscent Family Office, LLC
N/A—5,034-5,034-100%$236.2K———
Vanguard National Trust Co
N/A—4,957-4,957-100%$232.6K———
QRG Capital Management, Inc.
N/A—4,930-4,930-100%$231.3K———
Captrust Financial Advisors
N/A—4,920-4,920-100%$230.9K———
Hamilton Wealth, LLC
N/A—4,890-4,890-100%$229.5K———
Nuveen, LLC
N/A—4,844-4,844-100%$227.3K———
Colonial Trust Advisors
N/A—4,650-4,650-100%$218.2K———
EP Wealth Advisors, LLC
N/A—4,586-4,586-100%$215.2K———
Yukon Wealth Management, Inc.
N/A—4,551-4,551-100%$213.6K———
Sequoia Financial Advisors, LLC
N/A—4,478-4,478-100%$210.1K———
Van Hulzen Asset Management, LLC
N/A—4,402-4,402-100%$206.6K———
Insigneo Advisory Services, LLC
N/A—4,380-4,380-100%$205.5K———
Bcgm Wealth Management, LLC
N/A—4,372-4,372-100%$205.2K———
Fidelis Capital Partners, LLC
N/A—4,310-4,310-100%$202.2K———
Ancora Advisors LLCA
N/A—3,977-3,977-100%$186.6K———
Smartleaf Asset Management LLC
N/A—3,864-3,864-100%$180.4K———
UBS Asset Management Americas LLC
N/A—3,122-3,122-100%$146.5K———
Whittier Trust Co
N/A—3,099-3,099-100%$145.0K———
Qube Research & Technologies Ltd
N/A—2,523-2,523-100%$118.4K———
Capital Analysts, LLC
N/A—2,284-2,284-100%$66.0K———
Founders Financial Alliance, LLC
N/A—1,702-1,702-100%$79.9K———
Tiaa Trust, National Association
N/A—1,658-1,658-100%$77.8K———
Atlantic Union Bankshares Corp
N/A—1,240-1,240-100%$58.2K———
Synergy Investment Management, LLC
N/A—948-948-100%$44.5K———
Colonial Trust Co / SC
N/A—895-895-100%$42.0K———
Brown Brothers Harriman & Co
N/A—860-860-100%$40.4K———
Beaird Harris Wealth Management, LLC
N/A—837-837-100%$39.3K———
Elequin Capital, LP
N/A—795-795-100%$37.3K———
Millstone Evans Group, LLC
N/A—707-707-100%$33.2K———
Vanguard Advisers Inc
N/A—663-663-100%$31.1K———
Vision Retirement, LLC
N/A—515-515-100%$24.2K———
Investment Counsel Co of Nevada
N/A—488-488-100%$22.9K———
Strategic Wealth Partners, Ltd.
N/A—427-427-100%$20.0K———
Bogart Wealth, LLC
N/A—385-385-100%$18.1K———
JDM Financial Group LLC
N/A—296-296-100%$13.9K———
Consultiva Wealth Management, Corp.
N/A—286-286-100%$13.4K———
Capital Advisor Network LLC
N/A—255-255-100%$12.0K———
Godfrey Financial Associates, Inc.
N/A—253-253-100%$11.9K———
Game Plan Financial Advisors, LLC
N/A—220-220-100%$10.3K———
WealthShield Partners, LLC
N/A—197-197-100%$9.2K———
Financial Gravity Companies, Inc.
N/A—57-57-100%$2.7K———
Crewe Advisors LLC
N/A—53-53-100%$2.5K———
Aptus Capital Advisors, LLC
N/A—47-47-100%$2.2K———
HHM Wealth Advisors, LLC
N/A—26-26-100%$1.2K———
Continuum Advisory, LLC
N/A—22-22-100%$1.0K———
Tower Research Capital LLC (TRC)
N/A—16-16-100%$751———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13-13-100%$621———
BFC Planning, Inc.
N/A—13-13-100%$621———
Showing 473 of 473 institutions