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Ishares ESG Aware 1-5 Year U (SUSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares960,452 from 952,054
Change+8,398 (+1%)
Value$23.4M (-$384.0K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares679,675 from 662,852
Change+16,823 (+3%)
Value$16.6M (+$39.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares644,352 from 580,169
Change+64,183 (+11%)
Value$15.7M (+$1.2M)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares515,409 from 504,559
Change+10,850 (+2%)
Value$12.6M (-$17.5K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares512,133 from 497,659
Change+14,474 (+3%)
Value$12.5M (+$74.9K)
Filed 2026-10-28
Milestone Investment Advisors LLC
DECREASED
Shares412,088 from 414,403
Change-2,315 (-1%)
Value$10.1M (-$288.6K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares300,372 from 287,037
Change+13,335 (+5%)
Value$7.3M (+$193.7K)
Filed 2026-10-08
Integris Wealth Management, LLC
DECREASED
Shares299,517 from 303,735
Change-4,218 (-1%)
Value$7.3M (-$273.1K)
Filed 2026-10-14
Colorado Capital Management, Inc.
INCREASED
Shares280,562 from 267,908
Change+12,654 (+5%)
Value$6.9K (+$159)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares258,294 from 66,516
Change+191,778 (+288%)
Value$6.3M (+$4.6M)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares229,361 from 211,768
Change+17,593 (+8%)
Value$5.6K (-$5.3M)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares227,256 from 208,674
Change+18,582 (+9%)
Value$5.6M (+$337.1K)
Filed 2026-10-14
Arlington Financial Advisors, LLC
INCREASED
Shares201,803 from 179,508
Change+22,295 (+12%)
Value$4.9M (+$444.1K)
Filed 2026-10-19
Impact Investors, Inc
DECREASED
Shares196,192 from 209,479
Change-13,287 (-6%)
Value$4.8M (-$441.9K)
Filed 2026-11-02
IMPACTfolio, LLC
INCREASED
Shares192,479 from 181,238
Change+11,241 (+6%)
Value$4.7M (+$173.1K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares190,749 from 159,740
Change+31,009 (+19%)
Value$4.7M (+$668.1K)
Filed 2026-10-21
Bear Mountain Capital, Inc.
INCREASED
Shares187,432 from 157,921
Change+29,511 (+19%)
Value$4.6M (+$667.0K)
Filed 2026-11-04
Accredited Investors Inc.
DECREASED
Shares149,257 from 163,289
Change-14,032 (-9%)
Value$3.6M (-$434.2K)
Filed 2026-11-03
Plancorp, LLC
UNCHANGED
Shares147,281 from 147,281
Change0 (0%)
Value$3.6M (-$28.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares146,939 from 146,040
Change+899 (+1%)
Value$3.6M (-$36.5K)
Filed 2026-10-13
Clarity Wealth Development LLC
INCREASED
Shares141,718 from 132,392
Change+9,326 (+7%)
Value$3.5M (+$153.7K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares128,422 from 120,535
Change+7,887 (+7%)
Value$3.1K (-$3.0M)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares122,803
Change+122,803
Value$3.0M
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares118,000 from 101,925
Change+16,075 (+16%)
Value$2.9M (+$335.6K)
Filed 2026-10-22
Stanich Group LLC
NEW
Shares115,397
Change+115,397
Value$2.8M
Filed 2026-10-16
Northland Capital Management LLC
DECREASED
Shares113,177 from 120,212
Change-7,035 (-6%)
Value$2.8M (-$239.2K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
INCREASED
Shares106,012 from 91,001
Change+15,011 (+17%)
Value$2.6M (+$315.8K)
Filed 2026-10-21
Regatta Capital Group, LLC
DECREASED
Shares102,691 from 123,228
Change-20,537 (-17%)
Value$2.5M (-$570.7K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares93,900 from 90,873
Change+3,027 (+3%)
Value$2.3M (+$23.1K)
Filed 2026-10-27
Flagstone Financial Management
INCREASED
Shares90,765 from 89,945
Change+820 (+1%)
Value$2.2M (-$30.3K)
Filed 2026-11-05
Payden & Rygel
UNCHANGED
Shares88,579 from 88,579
Change0 (0%)
Value$2.2K (-$2.2M)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
INCREASED
Shares83,859 from 80,391
Change+3,468 (+4%)
Value$2.0M (+$39.7K)
Filed 2026-10-07
eCIO, Inc.
INCREASED
Shares81,582 from 72,604
Change+8,978 (+12%)
Value$2.0M (+$177.0K)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares77,994 from 134,323
Change-56,329 (-42%)
Value$1.9M (-$1.5M)
Filed 2026-10-21
Strategic Point Investment Advisors, LLC
INCREASED
Shares77,265 from 75,900
Change+1,365 (+2%)
Value$1.9M (-$9.2K)
Filed 2026-10-29
True Blue Financial, LLC
NEW
Shares74,032
Change+74,032
Value$1.8M
Filed 2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED
Shares72,999 from 71,253
Change+1,746 (+2%)
Value$1.8M (+$2.8K)
Filed 2026-10-19
Omega Financial Group, LLC
DECREASED
Shares72,855 from 73,533
Change-678 (-1%)
Value$1.8M (-$57.8K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
DECREASED
Shares71,710 from 73,827
Change-2,117 (-3%)
Value$1.8M (-$87.2K)
Filed 2026-11-02
Albion Financial Group
DECREASED
Shares63,759 from 64,474
Change-715 (-1%)
Value$1.6M (-$53.6K)
Filed 2026-10-21
Sharkey, Howes & Javer
DECREASED
Shares62,469 from 68,172
Change-5,703 (-8%)
Value$1.5M (-$177.5K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares61,182 from 50,331
Change+10,851 (+22%)
Value$1.5M (+$236.9K)
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares59,061 from 58,133
Change+928 (+2%)
Value$1.4M (-$9.9K)
Filed 2026-11-03
XY Planning Network, Inc.
DECREASED
Shares59,060 from 62,437
Change-3,377 (-5%)
Value$1.4M (-$117.5K)
Filed 2026-10-14
Pine Haven Investment Counsel, Inc
INCREASED
Shares55,902 from 42,352
Change+13,550 (+32%)
Value$1.4M (+$307.3K)
Filed 2026-11-02
Archer Investment Management, LLC
DECREASED
Shares55,178 from 74,788
Change-19,610 (-26%)
Value$1.3M (-$521.0K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares54,743 from 52,774
Change+1,969 (+4%)
Value$1.3M (+$18.5K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares52,955 from 53,008
Change-53 (0%)
Value$1.3M (-$31.0K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
INCREASED
Shares52,622 from 46,827
Change+5,795 (+12%)
Value$1.3M (+$115.4K)
Filed 2026-10-16
Scott Capital Advisors, LLC
DECREASED
Shares45,692 from 46,883
Change-1,191 (-3%)
Value$1.1M (-$55.4K)
Filed 2026-10-13
Jnba Financial Advisors
INCREASED
Shares45,614 from 42,716
Change+2,898 (+7%)
Value$1.1M (+$46.9K)
Filed 2026-11-03
Birchbrook, Inc.
INCREASED
Shares44,195 from 43,642
Change+553 (+1%)
Value$1.1M (-$10.9K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares43,701 from 23,305
Change+20,396 (+88%)
Value$1.1M (+$485.2K)
Filed 2026-11-03
Wealth Advisory Team LLC
INCREASED
Shares43,202 from 42,713
Change+489 (+1%)
Value$1.1M (-$12.0K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares39,802 from 31,888
Change+7,914 (+25%)
Value$972.4K (+$175.5K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares38,783 from 41,640
Change-2,857 (-7%)
Value$947.5K (-$93.1K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
INCREASED
Shares38,112 from 36,242
Change+1,870 (+5%)
Value$931.1K (+$25.4K)
Filed 2026-10-06
Midwest Financial Partners Investments, Inc.
INCREASED
Shares37,454 from 26,084
Change+11,370 (+44%)
Value$915.0K (+$263.2K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares37,355 from 35,223
Change+2,132 (+6%)
Value$912.6K (+$32.3K)
Filed 2026-10-08
LexAurum Advisors, LLC
INCREASED
Shares36,366 from 30,674
Change+5,692 (+19%)
Value$888.4K (+$121.9K)
Filed 2026-10-19
SigFig Wealth Management, LLC
INCREASED
Shares35,836 from 34,853
Change+983 (+3%)
Value$875.5K (+$3.6K)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
DECREASED
Shares35,281 from 101,024
Change-65,743 (-65%)
Value$861.9K (-$1.7M)
Filed 2026-10-13
Level Financial Advisors
UNCHANGED
Shares35,262 from 35,262
Change0 (0%)
Value$861.4K (-$19.7K)
Filed 2026-10-13
Arrow Financial Corp
UNCHANGED
Shares34,545 from 34,545
Change0 (0%)
Value$843.9K (-$19.3K)
Filed 2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares33,081 from 36,343
Change-3,262 (-9%)
Value$808.2K (-$100.0K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
UNCHANGED
Shares30,729 from 30,729
Change0 (0%)
Value$750.7K (-$17.2K)
Filed 2026-10-21
Presilium Private Wealth, LLC
INCREASED
Shares30,277 from 29,500
Change+777 (+3%)
Value$739.7K (+$2.5K)
Filed 2026-10-26
Eley Financial Management, Inc
INCREASED
Shares29,935 from 29,794
Change+141 (+0%)
Value$731.3K (-$13.2K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares28,635 from 21,482
Change+7,153 (+33%)
Value$699.6K (+$162.7K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED
Shares28,203 from 27,884
Change+319 (+1%)
Value$689.0K (-$7.8K)
Filed 2026-10-08
Diversified Enterprises, LLC
INCREASED
Shares26,460 from 25,334
Change+1,126 (+4%)
Value$646.4K (+$13.3K)
Filed 2026-10-19
Schmidt P J Investment Management Inc
INCREASED
Shares26,426 from 17,591
Change+8,835 (+50%)
Value$645.6K (+$206.0K)
Filed 2026-11-02
Kelsey Financial, LLC
INCREASED
Shares25,867 from 23,002
Change+2,865 (+12%)
Value$631.9K (+$57.1K)
Filed 2026-10-28
Johnson Bixby & Associates, LLC
INCREASED
Shares25,808 from 23,895
Change+1,913 (+8%)
Value$630.5K (+$33.4K)
Filed 2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares25,525 from 25,959
Change-434 (-2%)
Value$623.6K (-$25.1K)
Filed 2026-10-21
Skyline Advisors, Inc.
DECREASED
Shares24,767 from 28,744
Change-3,977 (-14%)
Value$605.1K (-$113.3K)
Filed 2026-11-03
Exchange Bank
INCREASED
Shares24,232 from 22,826
Change+1,406 (+6%)
Value$592.0K (+$21.6K)
Filed 2026-10-07
CX Institutional
DECREASED
Shares24,195 from 41,406
Change-17,211 (-42%)
Value$591 (-$444)
Filed 2026-10-02
Townsend Financial Planning, LLC
INCREASED
Shares24,145 from 23,755
Change+390 (+2%)
Value$589.9K (-$3.8K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares23,916
Change+23,916
Value$584.3K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares23,916 from 23,818
Change+98 (+0%)
Value$584.3K (-$11.0K)
Filed 2026-10-14
Private Wealth Management Group, LLC
INCREASED
Shares22,780 from 21,570
Change+1,210 (+6%)
Value$556.5K (+$17.5K)
Filed 2026-10-19
Evergreen Private Wealth LLC
INCREASED
Shares22,768 from 20,176
Change+2,592 (+13%)
Value$556.2K (+$52.0K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares22,174 from 14,930
Change+7,244 (+49%)
Value$542.9K (+$172.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares22,174 from 14,930
Change+7,244 (+49%)
Value$542.9K (+$172.5K)
Filed 2026-10-20
Shotwell Rutter Baer Inc
INCREASED
Shares21,750 from 21,579
Change+171 (+1%)
Value$531.4K (-$7.9K)
Filed 2026-10-14
ANB Bank
UNCHANGED
Shares21,645 from 21,645
Change0 (0%)
Value$528.8K (-$12.1K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares21,588 from 22,324
Change-736 (-3%)
Value$527.4K (-$30.5K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares21,083
Change+21,083
Value$515.1K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares20,769 from 20,446
Change+323 (+2%)
Value$507.4K (-$3.6K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares20,256 from 19,370
Change+886 (+5%)
Value$494.8K (+$10.8K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares19,896 from 17,344
Change+2,552 (+15%)
Value$486.1K (+$52.6K)
Filed 2026-10-28
Midwest Capital Advisors, LLC
INCREASED
Shares19,804 from 19,579
Change+225 (+1%)
Value$483.8K (-$5.5K)
Filed 2026-11-04
Equita Financial Network, Inc.
INCREASED
Shares19,794 from 16,203
Change+3,591 (+22%)
Value$483.6K (+$78.7K)
Filed 2026-10-19
Truefg, LLC
INCREASED
Shares19,250 from 18,398
Change+852 (+5%)
Value$470.3K (+$10.5K)
Filed 2026-10-15
Traveka Wealth, LLC
INCREASED
Shares19,188 from 18,559
Change+629 (+3%)
Value$468.8K (+$5.0K)
Filed 2026-10-19
TD Private Client Wealth LLC
DECREASED
Shares19,086 from 34,357
Change-15,271 (-44%)
Value$466.3K (-$392.3K)
Filed 2026-10-28
WestHill Financial Advisors, Inc.
NEW
Shares18,954
Change+18,954
Value$463.0K
Filed 2026-10-14
Joel Adams & Associates, Inc.
DECREASED
Shares18,552 from 19,553
Change-1,001 (-5%)
Value$453.2K (-$35.4K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares17,994 from 18,009
Change-15 (0%)
Value$439.6K (-$10.4K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares17,823 from 16,915
Change+908 (+5%)
Value$435.4K (+$12.7K)
Filed 2026-10-26
Valley National Advisers Inc
INCREASED
Shares17,233 from 14,740
Change+2,493 (+17%)
Value$421.0K (+$52.6K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares16,816 from 17,001
Change-185 (-1%)
Value$410.8K (-$14.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
NEW
Shares16,802
Change+16,802
Value$410.5K
Filed 2026-10-30
One Day In July LLC
UNCHANGED
Shares16,579 from 16,579
Change0 (0%)
Value$405.0K (-$9.3K)
Filed 2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares16,494 from 15,687
Change+807 (+5%)
Value$402.9K (+$10.9K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares16,287 from 16,190
Change+97 (+1%)
Value$397.9K (-$6.7K)
Filed 2026-10-15
Lifelong Wealth Advisors, Inc.
INCREASED
Shares16,242 from 16,162
Change+80 (+0%)
Value$396.8K (-$7.1K)
Filed 2026-10-19
Symmetry Partners, LLC
INCREASED
Shares15,303 from 15,211
Change+92 (+1%)
Value$373.9K (-$6.3K)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares14,393 from 13,751
Change+642 (+5%)
Value$351.6K (+$8.0K)
Filed 2026-10-23
Guardsman Private Capital Management, Inc.
INCREASED
Shares14,341 from 14,231
Change+110 (+1%)
Value$350.4K (-$5.3K)
Filed 2026-10-19
Hoxton Planning & Management, LLC
INCREASED
Shares14,200 from 13,597
Change+603 (+4%)
Value$346.9K (+$7.1K)
Filed 2026-10-15
Avantax Planning Partners, Inc.
UNCHANGED
Shares14,058 from 14,058
Change0 (0%)
Value$343.4K (-$7.9K)
Filed 2026-11-03
M Holdings Securities, Inc.
DECREASED
Shares13,869 from 24,009
Change-10,140 (-42%)
Value$340.0K (-$260.0K)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares13,464 from 12,443
Change+1,021 (+8%)
Value$328.9K (+$18.0K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
INCREASED
Shares13,061 from 12,962
Change+99 (+1%)
Value$319.1K (-$4.9K)
Filed 2026-10-16
Nottingham Advisors, Inc.
DECREASED
Shares12,669 from 13,104
Change-435 (-3%)
Value$308.7K (-$17.2K)
Filed 2026-10-29
Shore Point Advisors, LLC
NEW
Shares12,595
Change+12,595
Value$307.7K
Filed 2026-10-14
True Link Financial Advisors, LLC
UNCHANGED
Shares12,211 from 12,211
Change0 (0%)
Value$298.3K (-$6.8K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
DECREASED
Shares12,206 from 21,778
Change-9,572 (-44%)
Value$298.2K (-$247.7K)
Filed 2026-10-13
JGP Wealth Management, LLC
NEW
Shares12,072
Change+12,072
Value$294.9K
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares11,809 from 10,913
Change+896 (+8%)
Value$288.5K (+$15.8K)
Filed 2026-10-26
Aprio Wealth Management, LLC
DECREASED
Shares11,700 from 16,623
Change-4,923 (-30%)
Value$285.8K (-$129.6K)
Filed 2026-10-28
JB Capital LLC
INCREASED
Shares11,506 from 10,392
Change+1,114 (+11%)
Value$281.1K (+$21.4K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED
Shares11,348 from 11,400
Change-52 (0%)
Value$277.2K (-$7.7K)
Filed 2026-10-20
Bigelow Investment Advisors, LLC
INCREASED
Shares11,113 from 8,559
Change+2,554 (+30%)
Value$271.5K (+$57.6K)
Filed 2026-10-13
Creative Capital Management Investments LLC
INCREASED
Shares10,875 from 8,420
Change+2,455 (+29%)
Value$265.7K (+$55.3K)
Filed 2026-10-28
Wells Financial Advisors Inc
UNCHANGED
Shares10,660 from 10,660
Change0 (0%)
Value$260.4K (-$6.0K)
Filed 2026-11-02
Endeavor Private Wealth, Inc.
DECREASED
Shares10,633 from 10,647
Change-14 (0%)
Value$259.8K (-$6.3K)
Filed 2026-11-05
Park National Corp
NEW
Shares10,074
Change+10,074
Value$246.1K
Filed 2026-10-05
4Thought Financial Group Inc.
INCREASED
Shares10,044 from 9,756
Change+288 (+3%)
Value$245.4K (+$1.6K)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares10,022 from 9,800
Change+222 (+2%)
Value$244.8K (-$85)
Filed 2026-11-03
Sweeney & Michel, LLC
INCREASED
Shares9,985 from 9,808
Change+177 (+2%)
Value$243.9K (+$105)
Filed 2026-10-16
Dorval Corp
INCREASED
Shares9,985 from 9,982
Change+3 (+0%)
Value$243.9K (-$5.5K)
Filed 2026-10-29
BayBridge Capital Group, LLC
INCREASED
Shares9,949 from 9,380
Change+569 (+6%)
Value$243.1K (+$8.7K)
Filed 2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED
Shares9,923 from 8,904
Change+1,019 (+11%)
Value$242.4K (+$19.9K)
Filed 2026-11-02
Wesbanco Bank Inc
UNCHANGED
Shares9,920 from 9,920
Change0 (0%)
Value$242.3K (-$5.6K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED
Shares9,482 from 8,829
Change+653 (+7%)
Value$231.6K (+$11.0K)
Filed 2026-10-13
Absolute Capital Management, LLC
INCREASED
Shares9,399 from 9,247
Change+152 (+2%)
Value$229.6K (-$1.5K)
Filed 2026-10-16
MBE Wealth Management, LLC
NEW
Shares9,384
Change+9,384
Value$229.2K
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares8,920 from 27,713
Change-18,793 (-68%)
Value$217.8K (-$474.7K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares8,896 from 8,928
Change-32 (0%)
Value$217.3K (-$5.8K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
INCREASED
Shares8,878 from 8,858
Change+20 (+0%)
Value$216.9K (-$4.0K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares8,749 from 7,482
Change+1,267 (+17%)
Value$213.7K (+$26.8K)
Filed 2026-11-05
Ascent Group, LLC
NEW
Shares8,684
Change+8,684
Value$212.2K
Filed 2026-10-30
Winthrop Advisory Group LLC
NEW
Shares8,438
Change+8,438
Value$206.1K
Filed 2026-10-22
Sensenig Capital Advisors, Inc
UNCHANGED
Shares8,433 from 8,433
Change0 (0%)
Value$206.0K (-$4.7K)
Filed 2026-10-23
First Pacific Financial
UNCHANGED
Shares8,409 from 8,409
Change0 (0%)
Value$205.4K (-$4.7K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
NEW
Shares8,334
Change+8,334
Value$203.6K
Filed 2026-10-22
CWC Advisors, Llc.
INCREASED
Shares8,254 from 8,251
Change+3 (+0%)
Value$201.7K (-$4.5K)
Filed 2026-10-15
VestGen Advisors, LLC
NEW
Shares8,236
Change+8,236
Value$201.2K
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares7,298 from 7,298
Change0 (0%)
Value$178.3K (-$4.1K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares7,260 from 7,260
Change0 (0%)
Value$177.4K (-$4.1K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
INCREASED
Shares6,563 from 6,551
Change+12 (+0%)
Value$160.3K (-$3.4K)
Filed 2026-10-23
Finley Financial, LLC
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$149.9K (-$3.8K)
Filed 2026-10-28
American Capital Advisory, LLC
UNCHANGED
Shares5,890 from 5,890
Change0 (0%)
Value$143.9K (-$3.3K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares5,641 from 22,279
Change-16,638 (-75%)
Value$137.8K (-$418.9K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares4,589 from 4,589
Change0 (0%)
Value$112.1K (-$2.6K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares4,466 from 4,565
Change-99 (-2%)
Value$109.1K (-$5.0K)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares4,418 from 4,418
Change0 (0%)
Value$107.9K (-$2.5K)
Filed 2026-10-15
Mascoma Wealth Management LLC
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$97.8K (-$2.2K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,574 from 3,845
Change-271 (-7%)
Value$87.3K (-$8.8K)
Filed 2026-11-03
Pittenger & Anderson Inc
INCREASED
Shares3,528 from 1,590
Change+1,938 (+122%)
Value$86.2K (+$46.5K)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares3,257 from 4,229
Change-972 (-23%)
Value$79.6K (-$26.1K)
Filed 2026-11-05
Sofi Wealth, LLC
INCREASED
Shares3,237 from 2,609
Change+628 (+24%)
Value$79.1K (+$13.9K)
Filed 2026-10-27
Armor Investment Advisors, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$78.2K (-$1.8K)
Filed 2026-10-27
Gen-Wealth Partners Inc
INCREASED
Shares2,389 from 2,296
Change+93 (+4%)
Value$58.4K (+$979)
Filed 2026-11-04
Bangor Savings Bank
INCREASED
Shares1,620 from 1,580
Change+40 (+3%)
Value$39.6K (+$93)
Filed 2026-10-06
Birch Financial Group, LLC
NEW
Shares1,445
Change+1,445
Value$35.3K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$26.4K (-$605)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$19.5K (-$447)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares763 from 13,253
Change-12,490 (-94%)
Value$18.6K (-$312.6K)
Filed 2026-10-05
Buck Wealth Strategies, LLC
DECREASED
Shares698 from 758
Change-60 (-8%)
Value$17.0K (-$1.9K)
Filed 2026-10-28
DT Investment Partners, LLC
INCREASED
Shares636 from 600
Change+36 (+6%)
Value$15.5K (+$544)
Filed 2026-10-27
West Branch Capital LLC
NEW
Shares583
Change+583
Value$14.2K
Filed 2026-10-20
Mosley Wealth Management
INCREASED
Shares491 from 483
Change+8 (+2%)
Value$12.0K (-$61)
Filed 2026-10-16
Your Advocates Ltd., LLP
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$9.9K (-$227)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares386 from 359
Change+27 (+8%)
Value$9.4K (+$458)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares316 from 225
Change+91 (+40%)
Value$7.7K (+$2.1K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares310 from 290
Change+20 (+7%)
Value$7.6K (+$326)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$7.3K (-$167)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$7.1K (-$162)
Filed 2026-10-08
Decker Retirement Planning Inc.
DECREASED
Shares166 from 55,774
Change-55,608 (-100%)
Value$4.1K (-$1.4M)
Filed 2026-10-19
Elyxium Wealth, LLC
NEW
Shares162
Change+162
Value$4.0K
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$3.4K (-$79)
Filed 2026-10-20
Hanson & Doremus Investment Management
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$3 ($0)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares92 from 91
Change+1 (+1%)
Value$2.2K (-$26)
Filed 2026-11-03
Winthrop Capital Management, LLC
DECREASED
Shares42 from 365
Change-323 (-88%)
Value$1.0K (+$1.0K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares1
Change+1
Value$24
Filed 2026-11-05
Elser Financial Planning, Inc
CLOSED
Shares0 from 258,666
Change-258,666 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-16
One Wealth Capital Management, LLC
CLOSED
Shares0 from 9,861
Change-9,861 (-100%)
Value$0 (-$246.4K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 4,755
Change-4,755 (-100%)
Value$0 (-$118.1K)
Filed 2026-10-16
Brooklyn FI, LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-05
Gleason Group, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$64)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares0 from 810
Change-810 (-100%)
Value$5 (-$20.2K)
Filed 2026-10-20
Envestnet Asset Management Inc
N/A
Shares— from 3,761,155
Change-3,761,155 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,435,889
Change-3,435,889 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,799,686
Change-2,799,686 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,034,602
Change-1,034,602 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 884,932
Change-884,932 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 768,281
Change-768,281 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 768,196
Change-768,196 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 733,815
Change-733,815 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 726,058
Change-726,058 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 698,679
Change-698,679 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 679,448
Change-679,448 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 597,293
Change-597,293 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 511,273
Change-511,273 (-100%)
Value—
UBS Group AG
N/A
Shares— from 488,152
Change-488,152 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 487,159
Change-487,159 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 486,779
Change-486,779 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 484,395
Change-484,395 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 412,165
Change-412,165 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 410,670
Change-410,670 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 401,079
Change-401,079 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 382,223
Change-382,223 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 373,623
Change-373,623 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 340,383
Change-340,383 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 309,835
Change-309,835 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 296,743
Change-296,743 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 293,026
Change-293,026 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 266,039
Change-266,039 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 255,365
Change-255,365 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 239,112
Change-239,112 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 176,522
Change-176,522 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 171,428
Change-171,428 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 167,385
Change-167,385 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 157,722
Change-157,722 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 157,156
Change-157,156 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 152,702
Change-152,702 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 151,023
Change-151,023 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 147,386
Change-147,386 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 135,339
Change-135,339 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 122,101
Change-122,101 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 121,919
Change-121,919 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 111,833
Change-111,833 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 105,939
Change-105,939 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 104,943
Change-104,943 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 103,213
Change-103,213 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 95,058
Change-95,058 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 93,273
Change-93,273 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 91,508
Change-91,508 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 91,160
Change-91,160 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 88,914
Change-88,914 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 81,923
Change-81,923 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 80,367
Change-80,367 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 77,925
Change-77,925 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 73,885
Change-73,885 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 70,063
Change-70,063 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 67,715
Change-67,715 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 61,080
Change-61,080 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 59,620
Change-59,620 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 53,355
Change-53,355 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 45,519
Change-45,519 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 45,441
Change-45,441 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 45,067
Change-45,067 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 45,001
Change-45,001 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,278
Change-44,278 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 40,041
Change-40,041 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,778
Change-39,778 (-100%)
Value—
Blair William & Co
N/A
Shares— from 39,706
Change-39,706 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 39,015
Change-39,015 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,449
Change-37,449 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 37,195
Change-37,195 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,445
Change-34,445 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,818
Change-33,818 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 33,200
Change-33,200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 32,211
Change-32,211 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 31,897
Change-31,897 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 30,535
Change-30,535 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 29,839
Change-29,839 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 29,233
Change-29,233 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,130
Change-27,130 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 26,322
Change-26,322 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 24,790
Change-24,790 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 24,715
Change-24,715 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 24,088
Change-24,088 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 23,975
Change-23,975 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,955
Change-23,955 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
&partners
N/A
Shares— from 22,542
Change-22,542 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 22,320
Change-22,320 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 22,259
Change-22,259 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,152
Change-22,152 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,633
Change-21,633 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 21,566
Change-21,566 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 21,495
Change-21,495 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,941
Change-19,941 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 17,684
Change-17,684 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 17,648
Change-17,648 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 16,367
Change-16,367 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 16,176
Change-16,176 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 16,154
Change-16,154 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 15,502
Change-15,502 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 15,294
Change-15,294 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 15,276
Change-15,276 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,651
Change-14,651 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 14,592
Change-14,592 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 13,942
Change-13,942 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 13,128
Change-13,128 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 12,958
Change-12,958 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,493
Change-12,493 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 12,305
Change-12,305 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,799
Change-11,799 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 11,079
Change-11,079 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,073
Change-11,073 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 11,021
Change-11,021 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,891
Change-10,891 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,761
Change-10,761 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,661
Change-10,661 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,787
Change-9,787 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,517
Change-8,517 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,235
Change-8,235 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6,979
Change-6,979 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Motco
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 550
Change-550 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
FMR LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 180
Change-180 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 159
Change-159 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 90
Change-90 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED960,452952,054+8,398+1%$23.8M$23.4M-$384.0K2026-11-05
Bank of New York Mellon Corp
INCREASED679,675662,852+16,823+3%$16.6M$16.6M+$39.8K2026-11-05
Commonwealth Equity Services, LLC
INCREASED644,352580,169+64,183+11%$14.5M$15.7M+$1.2M2026-11-02
Perigon Wealth Management, LLC
INCREASED515,409504,559+10,850+2%$12.6M$12.6M-$17.5K2026-10-22
Modera Wealth Management, LLC
INCREASED512,133497,659+14,474+3%$12.4M$12.5M+$74.9K2026-10-28
Milestone Investment Advisors LLC
DECREASED412,088414,403-2,315-1%$10.4M$10.1M-$288.6K2026-11-05
Apella Capital, LLC
INCREASED300,372287,037+13,335+5%$7.1M$7.3M+$193.7K2026-10-08
Integris Wealth Management, LLC
DECREASED299,517303,735-4,218-1%$7.6M$7.3M-$273.1K2026-10-14
Colorado Capital Management, Inc.
INCREASED280,562267,908+12,654+5%$6.7K$6.9K+$1592026-10-15
Vise Technologies, Inc.
INCREASED258,29466,516+191,778+288%$1.7M$6.3M+$4.6M2026-10-29
Park Avenue Securities LLC
INCREASED229,361211,768+17,593+8%$5.3M$5.6K-$5.3M2026-10-26
Mather Group, Llc.
INCREASED227,256208,674+18,582+9%$5.2M$5.6M+$337.1K2026-10-14
Arlington Financial Advisors, LLC
INCREASED201,803179,508+22,295+12%$4.5M$4.9M+$444.1K2026-10-19
Impact Investors, Inc
DECREASED196,192209,479-13,287-6%$5.2M$4.8M-$441.9K2026-11-02
IMPACTfolio, LLC
INCREASED192,479181,238+11,241+6%$4.5M$4.7M+$173.1K2026-10-28
Assetmark, Inc
INCREASED190,749159,740+31,009+19%$4.0M$4.7M+$668.1K2026-10-21
Bear Mountain Capital, Inc.
INCREASED187,432157,921+29,511+19%$3.9M$4.6M+$667.0K2026-11-04
Accredited Investors Inc.
DECREASED149,257163,289-14,032-9%$4.1M$3.6M-$434.2K2026-11-03
Plancorp, LLC
UNCHANGED147,281147,28100%$3.7M$3.6M-$28.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED146,939146,040+899+1%$3.6M$3.6M-$36.5K2026-10-13
Clarity Wealth Development LLC
INCREASED141,718132,392+9,326+7%$3.3M$3.5M+$153.7K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED128,422120,535+7,887+7%$3.0M$3.1K-$3.0M2026-11-02
Root Financial Partners, LLC
NEW122,803—+122,803——$3.0M—2026-10-21
Brookstone Capital Management
INCREASED118,000101,925+16,075+16%$2.5M$2.9M+$335.6K2026-10-22
Stanich Group LLC
NEW115,397—+115,397——$2.8M—2026-10-16
Northland Capital Management LLC
DECREASED113,177120,212-7,035-6%$3.0M$2.8M-$239.2K2026-10-15
Cardinal Point Capital Management ULC
INCREASED106,01291,001+15,011+17%$2.3M$2.6M+$315.8K2026-10-21
Regatta Capital Group, LLC
DECREASED102,691123,228-20,537-17%$3.1M$2.5M-$570.7K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED93,90090,873+3,027+3%$2.3M$2.3M+$23.1K2026-10-27
Flagstone Financial Management
INCREASED90,76589,945+820+1%$2.2M$2.2M-$30.3K2026-11-05
Payden & Rygel
UNCHANGED88,57988,57900%$2.2M$2.2K-$2.2M2026-10-28
Canandaigua National Bank & Trust Co
INCREASED83,85980,391+3,468+4%$2.0M$2.0M+$39.7K2026-10-07
eCIO, Inc.
INCREASED81,58272,604+8,978+12%$1.8M$2.0M+$177.0K2026-11-02
CGN Advisors LLC
DECREASED77,994134,323-56,329-42%$3.4M$1.9M-$1.5M2026-10-21
Strategic Point Investment Advisors, LLC
INCREASED77,26575,900+1,365+2%$1.9M$1.9M-$9.2K2026-10-29
True Blue Financial, LLC
NEW74,032—+74,032——$1.8M—2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED72,99971,253+1,746+2%$1.8M$1.8M+$2.8K2026-10-19
Omega Financial Group, LLC
DECREASED72,85573,533-678-1%$1.8M$1.8M-$57.8K2026-10-29
Horst & Graben Wealth Management LLC
DECREASED71,71073,827-2,117-3%$1.8M$1.8M-$87.2K2026-11-02
Albion Financial Group
DECREASED63,75964,474-715-1%$1.6M$1.6M-$53.6K2026-10-21
Sharkey, Howes & Javer
DECREASED62,46968,172-5,703-8%$1.7M$1.5M-$177.5K2026-10-22
Kestra Advisory Services, LLC
INCREASED61,18250,331+10,851+22%$1.3M$1.5M+$236.9K2026-11-02
J.Safra Asset Management Corp
INCREASED59,06158,133+928+2%$1.5M$1.4M-$9.9K2026-11-03
XY Planning Network, Inc.
DECREASED59,06062,437-3,377-5%$1.6M$1.4M-$117.5K2026-10-14
Pine Haven Investment Counsel, Inc
INCREASED55,90242,352+13,550+32%$1.1M$1.4M+$307.3K2026-11-02
Archer Investment Management, LLC
DECREASED55,17874,788-19,610-26%$1.9M$1.3M-$521.0K2026-10-13
Willow Creek Wealth Management Inc.
INCREASED54,74352,774+1,969+4%$1.3M$1.3M+$18.5K2026-10-26
Davenport & Co LLC
DECREASED52,95553,008-530%$1.3M$1.3M-$31.0K2026-10-14
Opal Wealth Advisors, LLC
INCREASED52,62246,827+5,795+12%$1.2M$1.3M+$115.4K2026-10-16
Scott Capital Advisors, LLC
DECREASED45,69246,883-1,191-3%$1.2M$1.1M-$55.4K2026-10-13
Jnba Financial Advisors
INCREASED45,61442,716+2,898+7%$1.1M$1.1M+$46.9K2026-11-03
Birchbrook, Inc.
INCREASED44,19543,642+553+1%$1.1M$1.1M-$10.9K2026-10-14
Parallel Advisors, LLC
INCREASED43,70123,305+20,396+88%$582.4K$1.1M+$485.2K2026-11-03
Wealth Advisory Team LLC
INCREASED43,20242,713+489+1%$1.1M$1.1M-$12.0K2026-11-05
Creative Planning
INCREASED39,80231,888+7,914+25%$796.9K$972.4K+$175.5K2026-11-02
Schneider Downs Wealth Management Advisors, LP
DECREASED38,78341,640-2,857-7%$1.0M$947.5K-$93.1K2026-10-27
Central Pacific Bank - Trust Division
INCREASED38,11236,242+1,870+5%$905.7K$931.1K+$25.4K2026-10-06
Midwest Financial Partners Investments, Inc.
INCREASED37,45426,084+11,370+44%$651.8K$915.0K+$263.2K2026-10-08
Farther Finance Advisors, LLC
INCREASED37,35535,223+2,132+6%$880.2K$912.6K+$32.3K2026-10-08
LexAurum Advisors, LLC
INCREASED36,36630,674+5,692+19%$766.5K$888.4K+$121.9K2026-10-19
SigFig Wealth Management, LLC
INCREASED35,83634,853+983+3%$871.8K$875.5K+$3.6K2026-10-07
Dynamic Advisor Solutions LLC
DECREASED35,281101,024-65,743-65%$2.5M$861.9K-$1.7M2026-10-13
Level Financial Advisors
UNCHANGED35,26235,26200%$881.2K$861.4K-$19.7K2026-10-13
Arrow Financial Corp
UNCHANGED34,54534,54500%$863.3K$843.9K-$19.3K2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED33,08136,343-3,262-9%$908.2K$808.2K-$100.0K2026-10-29
Wealthcare Advisory Partners LLC
UNCHANGED30,72930,72900%$767.9K$750.7K-$17.2K2026-10-21
Presilium Private Wealth, LLC
INCREASED30,27729,500+777+3%$737.2K$739.7K+$2.5K2026-10-26
Eley Financial Management, Inc
INCREASED29,93529,794+141+0%$744.6K$731.3K-$13.2K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED28,63521,482+7,153+33%$536.8K$699.6K+$162.7K2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED28,20327,884+319+1%$696.8K$689.0K-$7.8K2026-10-08
Diversified Enterprises, LLC
INCREASED26,46025,334+1,126+4%$633.1K$646.4K+$13.3K2026-10-19
Schmidt P J Investment Management Inc
INCREASED26,42617,591+8,835+50%$439.6K$645.6K+$206.0K2026-11-02
Kelsey Financial, LLC
INCREASED25,86723,002+2,865+12%$574.8K$631.9K+$57.1K2026-10-28
Johnson Bixby & Associates, LLC
INCREASED25,80823,895+1,913+8%$597.1K$630.5K+$33.4K2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED25,52525,959-434-2%$648.7K$623.6K-$25.1K2026-10-21
Skyline Advisors, Inc.
DECREASED24,76728,744-3,977-14%$718.3K$605.1K-$113.3K2026-11-03
Exchange Bank
INCREASED24,23222,826+1,406+6%$570.4K$592.0K+$21.6K2026-10-07
CX Institutional
DECREASED24,19541,406-17,211-42%$1.0K$591-$4442026-10-02
Townsend Financial Planning, LLC
INCREASED24,14523,755+390+2%$593.6K$589.9K-$3.8K2026-11-02
Schear Investment Advisers, LLC
NEW23,916—+23,916——$584.3K—2026-10-14
Tempo Wealth, LLC
INCREASED23,91623,818+98+0%$595.2K$584.3K-$11.0K2026-10-14
Private Wealth Management Group, LLC
INCREASED22,78021,570+1,210+6%$539.0K$556.5K+$17.5K2026-10-19
Evergreen Private Wealth LLC
INCREASED22,76820,176+2,592+13%$504.2K$556.2K+$52.0K2026-10-30
Diversify Advisory Services, LLC
INCREASED22,17414,930+7,244+49%$370.4K$542.9K+$172.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED22,17414,930+7,244+49%$370.4K$542.9K+$172.5K2026-10-20
Shotwell Rutter Baer Inc
INCREASED21,75021,579+171+1%$539.3K$531.4K-$7.9K2026-10-14
ANB Bank
UNCHANGED21,64521,64500%$540.9K$528.8K-$12.1K2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED21,58822,324-736-3%$557.9K$527.4K-$30.5K2026-10-13
First Affirmative Financial Network
NEW21,083—+21,083——$515.1K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED20,76920,446+323+2%$511.0K$507.4K-$3.6K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED20,25619,370+886+5%$484.1K$494.8K+$10.8K2026-10-16
MGO One Seven LLC
INCREASED19,89617,344+2,552+15%$433.4K$486.1K+$52.6K2026-10-28
Midwest Capital Advisors, LLC
INCREASED19,80419,579+225+1%$489.3K$483.8K-$5.5K2026-11-04
Equita Financial Network, Inc.
INCREASED19,79416,203+3,591+22%$404.9K$483.6K+$78.7K2026-10-19
Truefg, LLC
INCREASED19,25018,398+852+5%$459.8K$470.3K+$10.5K2026-10-15
Traveka Wealth, LLC
INCREASED19,18818,559+629+3%$463.8K$468.8K+$5.0K2026-10-19
TD Private Client Wealth LLC
DECREASED19,08634,357-15,271-44%$858.6K$466.3K-$392.3K2026-10-28
WestHill Financial Advisors, Inc.
NEW18,954—+18,954——$463.0K—2026-10-14
Joel Adams & Associates, Inc.
DECREASED18,55219,553-1,001-5%$488.6K$453.2K-$35.4K2026-11-02
RFG Advisory, LLC
DECREASED17,99418,009-150%$450.0K$439.6K-$10.4K2026-11-03
Indivisible Partners
INCREASED17,82316,915+908+5%$422.7K$435.4K+$12.7K2026-10-26
Valley National Advisers Inc
INCREASED17,23314,740+2,493+17%$368.4K$421.0K+$52.6K2026-10-23
Fifth Third Bancorp
DECREASED16,81617,001-185-1%$424.9K$410.8K-$14.0K2026-11-05
Kestra Private Wealth Services, LLC
NEW16,802—+16,802——$410.5K—2026-10-30
One Day In July LLC
UNCHANGED16,57916,57900%$414.3K$405.0K-$9.3K2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED16,49415,687+807+5%$392.0K$402.9K+$10.9K2026-10-13
Resonant Capital Advisors, LLC
INCREASED16,28716,190+97+1%$404.6K$397.9K-$6.7K2026-10-15
Lifelong Wealth Advisors, Inc.
INCREASED16,24216,162+80+0%$403.9K$396.8K-$7.1K2026-10-19
Symmetry Partners, LLC
INCREASED15,30315,211+92+1%$380.1K$373.9K-$6.3K2026-10-27
Sigma Planning Corp
INCREASED14,39313,751+642+5%$343.6K$351.6K+$8.0K2026-10-23
Guardsman Private Capital Management, Inc.
INCREASED14,34114,231+110+1%$355.6K$350.4K-$5.3K2026-10-19
Hoxton Planning & Management, LLC
INCREASED14,20013,597+603+4%$339.8K$346.9K+$7.1K2026-10-15
Avantax Planning Partners, Inc.
UNCHANGED14,05814,05800%$351.3K$343.4K-$7.9K2026-11-03
M Holdings Securities, Inc.
DECREASED13,86924,009-10,140-42%$600.0K$340.0K-$260.0K2026-11-03
Verus Capital Partners, LLC
INCREASED13,46412,443+1,021+8%$311.0K$328.9K+$18.0K2026-11-03
Signature Resources Capital Management, LLC
INCREASED13,06112,962+99+1%$323.9K$319.1K-$4.9K2026-10-16
Nottingham Advisors, Inc.
DECREASED12,66913,104-435-3%$326.0K$308.7K-$17.2K2026-10-29
Shore Point Advisors, LLC
NEW12,595—+12,595——$307.7K—2026-10-14
True Link Financial Advisors, LLC
UNCHANGED12,21112,21100%$305.2K$298.3K-$6.8K2026-10-27
SAX Wealth Advisors, LLC
DECREASED12,20621,778-9,572-44%$545.9K$298.2K-$247.7K2026-10-13
JGP Wealth Management, LLC
NEW12,072—+12,072——$294.9K—2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED11,80910,913+896+8%$272.7K$288.5K+$15.8K2026-10-26
Aprio Wealth Management, LLC
DECREASED11,70016,623-4,923-30%$415.4K$285.8K-$129.6K2026-10-28
JB Capital LLC
INCREASED11,50610,392+1,114+11%$259.7K$281.1K+$21.4K2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED11,34811,400-520%$284.9K$277.2K-$7.7K2026-10-20
Bigelow Investment Advisors, LLC
INCREASED11,1138,559+2,554+30%$213.9K$271.5K+$57.6K2026-10-13
Creative Capital Management Investments LLC
INCREASED10,8758,420+2,455+29%$210.4K$265.7K+$55.3K2026-10-28
Wells Financial Advisors Inc
UNCHANGED10,66010,66000%$266.4K$260.4K-$6.0K2026-11-02
Endeavor Private Wealth, Inc.
DECREASED10,63310,647-140%$266.1K$259.8K-$6.3K2026-11-05
Park National Corp
NEW10,074—+10,074——$246.1K—2026-10-05
4Thought Financial Group Inc.
INCREASED10,0449,756+288+3%$243.8K$245.4K+$1.6K2026-11-02
PDS Planning, Inc
INCREASED10,0229,800+222+2%$244.9K$244.8K-$852026-11-03
Sweeney & Michel, LLC
INCREASED9,9859,808+177+2%$243.8K$243.9K+$1052026-10-16
Dorval Corp
INCREASED9,9859,982+3+0%$249.4K$243.9K-$5.5K2026-10-29
BayBridge Capital Group, LLC
INCREASED9,9499,380+569+6%$234.4K$243.1K+$8.7K2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED9,9238,904+1,019+11%$222.5K$242.4K+$19.9K2026-11-02
Wesbanco Bank Inc
UNCHANGED9,9209,92000%$247.9K$242.3K-$5.6K2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED9,4828,829+653+7%$220.6K$231.6K+$11.0K2026-10-13
Absolute Capital Management, LLC
INCREASED9,3999,247+152+2%$231.1K$229.6K-$1.5K2026-10-16
MBE Wealth Management, LLC
NEW9,384—+9,384——$229.2K—2026-10-26
AdvisorNet Financial, Inc
DECREASED8,92027,713-18,793-68%$692.5K$217.8K-$474.7K2026-10-15
Focus Financial Network, Inc.
DECREASED8,8968,928-320%$223.1K$217.3K-$5.8K2026-10-14
Affinity Capital Advisors, LLC
INCREASED8,8788,858+20+0%$220.9K$216.9K-$4.0K2026-10-13
Rossby Financial, LCC
INCREASED8,7497,482+1,267+17%$187.0K$213.7K+$26.8K2026-11-05
Ascent Group, LLC
NEW8,684—+8,684——$212.2K—2026-10-30
Winthrop Advisory Group LLC
NEW8,438—+8,438——$206.1K—2026-10-22
Sensenig Capital Advisors, Inc
UNCHANGED8,4338,43300%$210.7K$206.0K-$4.7K2026-10-23
First Pacific Financial
UNCHANGED8,4098,40900%$210.1K$205.4K-$4.7K2026-10-14
Sagespring Wealth Partners, LLC
NEW8,334—+8,334——$203.6K—2026-10-22
CWC Advisors, Llc.
INCREASED8,2548,251+3+0%$206.2K$201.7K-$4.5K2026-10-15
VestGen Advisors, LLC
NEW8,236—+8,236——$201.2K—2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED7,2987,29800%$182.4K$178.3K-$4.1K2026-10-15
Private Trust Co NA
UNCHANGED7,2607,26000%$181.4K$177.4K-$4.1K2026-10-20
Morton Brown Family Wealth, LLC
INCREASED6,5636,551+12+0%$163.7K$160.3K-$3.4K2026-10-23
Finley Financial, LLC
UNCHANGED6,1506,15000%$153.7K$149.9K-$3.8K2026-10-28
American Capital Advisory, LLC
UNCHANGED5,8905,89000%$147.2K$143.9K-$3.3K2026-10-28
Central Trust Co
DECREASED5,64122,279-16,638-75%$556.8K$137.8K-$418.9K2026-11-05
US Bancorp \de\
UNCHANGED4,5894,58900%$114.7K$112.1K-$2.6K2026-11-05
JFS Wealth Advisors, LLC
DECREASED4,4664,565-99-2%$114.1K$109.1K-$5.0K2026-11-03
Blueline Advisors LLC
UNCHANGED4,4184,41800%$110.4K$107.9K-$2.5K2026-10-15
Mascoma Wealth Management LLC
UNCHANGED4,0024,00200%$100.0K$97.8K-$2.2K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED3,5743,845-271-7%$96.1K$87.3K-$8.8K2026-11-03
Pittenger & Anderson Inc
INCREASED3,5281,590+1,938+122%$39.7K$86.2K+$46.5K2026-11-02
Larson Financial Group LLC
DECREASED3,2574,229-972-23%$105.7K$79.6K-$26.1K2026-11-05
Sofi Wealth, LLC
INCREASED3,2372,609+628+24%$65.2K$79.1K+$13.9K2026-10-27
Armor Investment Advisors, LLC
UNCHANGED3,2003,20000%$80.0K$78.2K-$1.8K2026-10-27
Gen-Wealth Partners Inc
INCREASED2,3892,296+93+4%$57.4K$58.4K+$9792026-11-04
Bangor Savings Bank
INCREASED1,6201,580+40+3%$39.5K$39.6K+$932026-10-06
Birch Financial Group, LLC
NEW1,445—+1,445——$35.3K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED1,0811,08100%$27.0K$26.4K-$6052026-10-13
Triumph Capital Management
UNCHANGED79979900%$20.0K$19.5K-$4472026-10-14
Eastern Bank
DECREASED76313,253-12,490-94%$331.2K$18.6K-$312.6K2026-10-05
Buck Wealth Strategies, LLC
DECREASED698758-60-8%$18.9K$17.0K-$1.9K2026-10-28
DT Investment Partners, LLC
INCREASED636600+36+6%$15.0K$15.5K+$5442026-10-27
West Branch Capital LLC
NEW583—+583——$14.2K—2026-10-20
Mosley Wealth Management
INCREASED491483+8+2%$12.1K$12.0K-$612026-10-16
Your Advocates Ltd., LLP
UNCHANGED40640600%$10.1K$9.9K-$2272026-11-03
Tradewinds Capital Management, LLC
INCREASED386359+27+8%$9.0K$9.4K+$4582026-10-23
IFP Advisors, Inc
INCREASED316225+91+40%$5.6K$7.7K+$2.1K2026-10-16
Creative Financial Designs Inc
INCREASED310290+20+7%$7.2K$7.6K+$3262026-11-04
Spire Wealth Management
UNCHANGED29929900%$7.5K$7.3K-$1672026-10-30
CoreCap Advisors, LLC
UNCHANGED28928900%$7.2K$7.1K-$1622026-10-08
Decker Retirement Planning Inc.
DECREASED16655,774-55,608-100%$1.4M$4.1K-$1.4M2026-10-19
Elyxium Wealth, LLC
NEW162—+162——$4.0K—2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED14014000%$3.5K$3.4K-$792026-10-20
Hanson & Doremus Investment Management
UNCHANGED11611600%$3$3$02026-10-16
Key Capital Management, Inc
INCREASED9291+1+1%$2.3K$2.2K-$262026-11-03
Winthrop Capital Management, LLC
DECREASED42365-323-88%$9$1.0K+$1.0K2026-11-05
Silver Grove Financial Group, Inc.
NEW1—+1——$24—2026-11-05
Elser Financial Planning, Inc
CLOSED0258,666-258,666-100%$6.5M$0-$6.5M2026-10-16
One Wealth Capital Management, LLC
CLOSED09,861-9,861-100%$246.4K$0-$246.4K2026-10-23
Cornerstone Planning Group LLC
CLOSED04,755-4,755-100%$118.1K$0-$118.1K2026-10-16
Brooklyn FI, LLC
CLOSED0104-104-100%$2.6K$0-$2.6K2026-11-05
Gleason Group, Inc.
CLOSED03-3-100%$64$0-$642026-10-15
Physician Wealth Advisors, Inc.
DECREASED0810-810-100%$20.2K$5-$20.2K2026-10-20
Envestnet Asset Management Inc
N/A—3,761,155-3,761,155-100%$94.0M———
Goldman Sachs Group Inc
N/A—3,435,889-3,435,889-100%$85.9M———
LPL Financial LLC
N/A—2,799,686-2,799,686-100%$70.0M———
Morgan Stanley
N/A—1,034,602-1,034,602-100%$25.9M———
JPMorgan Chase & Co
N/A—884,932-884,932-100%$22.1M———
Envestnet Portfolio Solutions, Inc.
N/A—768,281-768,281-100%$19.2M———
EP Wealth Advisors, LLC
N/A—768,196-768,196-100%$19.2M———
Royal Bank of Canada
N/A—733,815-733,815-100%$18.3M———
Ameriprise Financial Inc
N/A—726,058-726,058-100%$18.1M———
Acorns Advisers, LLC
N/A—698,679-698,679-100%$17.5M———
Wells Fargo & Company
N/A—679,448-679,448-100%$17.0M———
Savant Capital, LLC
N/A—597,293-597,293-100%$14.9M———
Wealthspire Advisors, LLC
N/A—511,273-511,273-100%$12.8M———
UBS Group AG
N/A—488,152-488,152-100%$12.2M———
ST Germain D J Co Inc
N/A—487,159-487,159-100%$12.2M———
Allworth Financial LP
N/A—486,779-486,779-100%$12.2M———
Baird Financial Group, Inc.
N/A—484,395-484,395-100%$12.1M———
Mariner, LLC
N/A—412,165-412,165-100%$10.3M———
Francis Financial, Inc.
N/A—410,670-410,670-100%$10.3M———
Cetera Investment Advisers
N/A—401,079-401,079-100%$10.0M———
Flputnam Investment Management Co
N/A—382,223-382,223-100%$9.6M———
Destination Wealth Management
N/A—373,623-373,623-100%$9.3M———
Financial Engines Advisors L.L.C.
N/A—340,383-340,383-100%$8.5M———
Odyssey Group, LLC
N/A—309,835-309,835-100%$7.7M———
Fisher Asset Management, LLC
N/A—296,743-296,743-100%$7.4M———
Raffa Wealth Management, LLC
N/A—293,026-293,026-100%$7.3M———
Bank of America Corp
N/A—266,039-266,039-100%$6.6M———
Wescott Financial Advisory Group, LLC
N/A—255,365-255,365-100%$6.4M———
Osaic Holdings, Inc.
N/A—239,112-239,112-100%$6.0M———
Seeds Investor LLC
N/A—176,522-176,522-100%$4.4M———
MML Investors Services, LLC
N/A—171,428-171,428-100%$4.3M———
Atomic Invest LLC
N/A—167,385-167,385-100%$4.2M———
Fiduciary Trust Co
N/A—157,722-157,722-100%$3.9M———
NewEdge Advisors, LLC
N/A—157,156-157,156-100%$3.9M———
Brio Consultants, LLC
N/A—152,702-152,702-100%$3.8M———
Harbour Investments, Inc.
N/A—151,023-151,023-100%$3.8M———
Mercer Global Advisors Inc
N/A—147,386-147,386-100%$3.7M———
Avise Financial Cooperative, Inc.
N/A—135,339-135,339-100%$3.4M———
Equitable Holdings, Inc.
N/A—122,101-122,101-100%$3.1M———
One Capital Management, LLC
N/A—121,919-121,919-100%$3.1M———
HighTower Advisors, LLC
N/A—111,833-111,833-100%$2.8M———
NorthRock Partners, LLC
N/A—105,939-105,939-100%$2.6M———
Stifel Financial Corp
N/A—104,943-104,943-100%$2.6M———
One Wealth Advisors, LLC
N/A—103,213-103,213-100%$2.6M———
Bartlett & Co. Wealth Management LLC
N/A—95,058-95,058-100%$2.4M———
Janney Montgomery Scott LLC
N/A—93,273-93,273-100%$2.3M———
OneDigital Investment Advisors LLC
N/A—91,508-91,508-100%$2.3M———
Raymond James Financial Inc
N/A—91,160-91,160-100%$2.3M———
Susquehanna International Group, LLP
N/A—88,914-88,914-100%$2.2M———
Fiduciary Financial Advisors
N/A—81,923-81,923-100%$2.0M———
United Capital Financial Advisors, LLC
N/A—80,367-80,367-100%$2.0M———
GeoWealth Management, LLC
N/A—77,925-77,925-100%$1.9M———
Plum Street Advisors, LLC
N/A—73,885-73,885-100%$1.8M———
Advisory Services Network, LLC
N/A—70,063-70,063-100%$1.8M———
Staley Capital Advisers Inc
N/A—70,000-70,000-100%$1.7M———
Focus Partners Wealth
N/A—67,715-67,715-100%$1.7M———
Gould Asset Management LLC
N/A—61,080-61,080-100%$1.5M———
UMB Bank, n.a.
N/A—59,620-59,620-100%$1.5M———
Legacy Edge Advisors, LLC
N/A—53,355-53,355-100%$1.3M———
Fort Point Capital Partners LLC
N/A—45,519-45,519-100%$1.1M———
Merit Financial Group, LLC
N/A—45,441-45,441-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—45,067-45,067-100%$1.1M———
Davis Wealth Advisors, LLC
N/A—45,001-45,001-100%$1.1M———
Captrust Financial Advisors
N/A—44,278-44,278-100%$1.1M———
Franklin Resources Inc
N/A—40,041-40,041-100%$1.0M———
Cresset Asset Management, LLC
N/A—39,778-39,778-100%$994.1K———
Blair William & Co
N/A—39,706-39,706-100%$992.2K———
Mutual Advisors, LLC
N/A—39,015-39,015-100%$975.0K———
Integrated Wealth Concepts LLC
N/A—37,449-37,449-100%$935.8K———
Summit Wealth Group, LLC
N/A—37,195-37,195-100%$929.5K———
Rockefeller Capital Management L.P.
N/A—34,445-34,445-100%$860.8K———
Orion Porfolio Solutions, LLC
N/A—33,818-33,818-100%$845.1K———
Fairview Capital Investment Management, LLC
N/A—33,200-33,200-100%$829.7K———
Steward Partners Investment Advisory, LLC
N/A—32,211-32,211-100%$805.0K———
Hardy Reed LLC
N/A—31,897-31,897-100%$797.1K———
Mason & Associates Inc
N/A—30,535-30,535-100%$763.1K———
Westfuller Advisors, LLC
N/A—29,839-29,839-100%$745.7K———
Ameritas Investment Partners, Inc.
N/A—29,233-29,233-100%$730.5K———
Sanctuary Advisors, LLC
N/A—27,130-27,130-100%$678.0K———
Verity Wealth Advisors
N/A—26,322-26,322-100%$657.8K———
J. Mark Nickell & Co.
N/A—24,790-24,790-100%$619.5K———
Continuum Advisory, LLC
N/A—24,715-24,715-100%$617.6K———
Novare Capital Management LLC
N/A—24,088-24,088-100%$602.0K———
Ally Invest Advisors Inc.
N/A—23,975-23,975-100%$599.1K———
Citadel Advisors LLC
N/A—23,955-23,955-100%$598.6K———
Beacon Pointe Advisors, LLC
N/A—23,524-23,524-100%$587.9K———
&partners
N/A—22,542-22,542-100%$563.3K———
Jones Financial Companies Lllp
N/A—22,320-22,320-100%$558.4K———
Keener Financial Planning LLC
N/A—22,259-22,259-100%$556.0K———
Cerity Partners LLC
N/A—22,152-22,152-100%$553.6K———
Sequoia Financial Advisors, LLC
N/A—21,633-21,633-100%$540.6K———
Headinvest, LLC
N/A—21,566-21,566-100%$538.9K———
Theory Financial LLC
N/A—21,495-21,495-100%$537.2K———
SageView Advisory Group, LLC
N/A—19,941-19,941-100%$498.3K———
SGL Investment Advisors, Inc.
N/A—17,684-17,684-100%$438.9K———
Marshall Financial Group, LLC
N/A—17,648-17,648-100%$441.0K———
Tradition Wealth Management, LLC
N/A—16,367-16,367-100%$409.0K———
LifePlan Investment Advisors, Inc.
N/A—16,176-16,176-100%$404.2K———
Clearstead Advisors, LLC
N/A—16,154-16,154-100%$403.7K———
Cornerstone Financial Management LLC
N/A—15,502-15,502-100%$387.4K———
Goepper Burkhardt LLC
N/A—15,294-15,294-100%$382.2K———
Amara Financial, Llc.
N/A—15,276-15,276-100%$381.7K———
Gateway Wealth Partners, LLC
N/A—14,651-14,651-100%$366.1K———
Pathstone Holdings, LLC
N/A—14,592-14,592-100%$364.7K———
RED Reef Advisors LLC
N/A—14,370-14,370-100%$359.1K———
Carr Financial Group Corp
N/A—13,942-13,942-100%$348.4K———
Capital Analysts, LLC
N/A—13,725-13,725-100%$343.0K———
Veridan Wealth LLC
N/A—13,627-13,627-100%$340.5K———
Rehmann Capital Advisory Group
N/A—13,128-13,128-100%$328.1K———
Silver Oak Advisory Group, Inc.
N/A—12,958-12,958-100%$323.0K———
American Money Management, LLC
N/A—12,734-12,734-100%$318.2K———
Private Advisor Group, LLC
N/A—12,493-12,493-100%$312.2K———
Institute for Wealth Management, Llc.
N/A—12,478-12,478-100%$311.8K———
Financial Plan, Inc.
N/A—12,305-12,305-100%$307.5K———
Wealth Alliance, LLC
N/A—11,954-11,954-100%$298.7K———
Western Wealth Management, LLC
N/A—11,799-11,799-100%$294.9K———
LRI Investments, LLC
N/A—11,268-11,268-100%$281.6K———
Berger Financial Group, Inc
N/A—11,155-11,155-100%$278.8K———
Strategic Advisory Partners, LLC
N/A—11,141-11,141-100%$278.4K———
Godfrey Financial Associates, Inc.
N/A—11,079-11,079-100%$276.9K———
Wealthfront Advisers LLC
N/A—11,073-11,073-100%$276.7K———
Tribridge Partners Financial LLC
N/A—11,021-11,021-100%$273.4K———
Jane Street Group, LLC
N/A—10,891-10,891-100%$272.2K———
Waverly Advisors, LLC
N/A—10,761-10,761-100%$268.9K———
Focus Partners Advisor Solutions, LLC
N/A—10,737-10,737-100%$268.3K———
Stratos Wealth Partners, Ltd.
N/A—10,661-10,661-100%$266.4K———
Grand Wealth Management, LLC
N/A—10,438-10,438-100%$260.8K———
Napier Financial, LLC
N/A—10,424-10,424-100%$260.5K———
Trustmark Bank Trust Department
N/A—10,168-10,168-100%$254.1K———
Deutsche Bank Ag\
N/A—10,050-10,050-100%$251.1K———
Retirement Income Solutions, Inc
N/A—9,787-9,787-100%$245.3K———
Cadia Private Client LLC
N/A—9,693-9,693-100%$242.2K———
Orion Capital Management LLC
N/A—9,573-9,573-100%$239.2K———
AE Wealth Management LLC
N/A—9,308-9,308-100%$232.6K———
MAI Capital Management
N/A—9,054-9,054-100%$226.3K———
Seaside Wealth Management, Inc.
N/A—9,040-9,040-100%$225.9K———
PFG Investments, LLC
N/A—8,568-8,568-100%$214.1K———
CreativeOne Wealth, LLC
N/A—8,517-8,517-100%$212.8K———
Kingsview Wealth Management, LLC
N/A—8,293-8,293-100%$207.2K———
Arax Advisory Partners
N/A—8,235-8,235-100%$205.8K———
Ameritas Advisory Services, LLC
N/A—8,208-8,208-100%$205.1K———
Alesco Advisors, LLC, An ESL Co
N/A—8,199-8,199-100%$204.9K———
Summit Financial, LLC
N/A—8,145-8,145-100%$203.5K———
Hills Bank & Trust Co
N/A—7,520-7,520-100%$187.9K———
VSM Wealth Advisory, LLC
N/A—6,979-6,979-100%$174.4K———
Front Row Advisors LLC
N/A—6,840-6,840-100%$169.8K———
Talisman Wealth Advisors LLC
N/A—5,553-5,553-100%$1.9M———
Motco
N/A—5,319-5,319-100%$132.9K———
Financial Gravity Companies, Inc.
N/A—4,885-4,885-100%$122.1K———
Gould Capital, LLC
N/A—4,666-4,666-100%$116.6K———
Global Retirement Partners, LLC
N/A—4,152-4,152-100%$103.8K———
Transamerica Financial Advisors, LLC
N/A—4,017-4,017-100%$100.4K———
Ancora Advisors LLCA
N/A—3,783-3,783-100%$94.5K———
SHP Wealth Management
N/A—3,402-3,402-100%$85.0K———
PNC Financial Services Group, Inc.
N/A—2,694-2,694-100%$67.3K———
BlackRock, Inc.
N/A—2,685-2,685-100%$67.1K———
Fort Vancouver Investment Management, LLC
N/A—1,924-1,924-100%$48.1K———
Millstone Evans Group, LLC
N/A—1,678-1,678-100%$41.9K———
Sachetta, LLC
N/A—1,671-1,671-100%$41.8K———
Ameriflex Group, Inc.
N/A—1,456-1,456-100%$36.4K———
CVA Family Office, LLC
N/A—781-781-100%$19.5K———
Manning & Napier Advisors LLC
N/A—755-755-100%$18.9K———
Oakmont Advisory Group, LLC
N/A—709-709-100%$17.7K———
IFG Advisory, LLC
N/A—647-647-100%$16.2K———
National Bank of Canada
N/A—550-550-100%$13.7K———
Founders Financial Alliance, LLC
N/A—514-514-100%$12.8K———
Geneos Wealth Management Inc.
N/A—400-400-100%$10.0K———
Kilter Group LLC
N/A—355-355-100%$8.9K———
Smartleaf Asset Management LLC
N/A—308-308-100%$7.7K———
Three Bearings Fiduciary Advisors, Inc.
N/A—275-275-100%$6.9K———
GW&K Investment Management, LLC
N/A—256-256-100%$6———
FMR LLC
N/A—199-199-100%$5.0K———
Coston, McIsaac & Partners
N/A—180-180-100%$4———
Northwestern Mutual Wealth Management Co
N/A—159-159-100%$4.0K———
Tanglewood Legacy Advisors, LLC
N/A—123-123-100%$3.1K———
BNP Paribas Financial Markets
N/A—90-90-100%$2.2K———
Community Bank, N.A.
N/A—75-75-100%$1.9K———
Showing 372 of 372 institutions