Ishares Russell 2500 ETF (SMMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Fifth Third Bancorp

INCREASED

Shares3,685,532 from 3,480,115

Change+205,417 (+6%)

Value$315.2M (-$3.7M)

Filed 2026-11-05

Central Trust Co

DECREASED

Shares1,040,686 from 1,046,455

Change-5,769 (-1%)

Value$89.0M (-$6.9M)

Filed 2026-11-05

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares555,455 from 519,296

Change+36,159 (+7%)

Value$47.5M (-$80.7K)

Filed 2026-10-29

US Bancorp \de\

INCREASED

Shares403,142 from 382,478

Change+20,664 (+5%)

Value$34.5M (-$569.8K)

Filed 2026-11-05

Badgley Phelps Wealth Managers, LLC

INCREASED

Shares399,247 from 279,503

Change+119,744 (+43%)

Value$34.1M (+$8.5M)

Filed 2026-10-22

Truist Financial Corp

INCREASED

Shares398,605 from 353,440

Change+45,165 (+13%)

Value$34.1M (+$1.7M)

Filed 2026-10-30

Diesslin Group, Inc.

INCREASED

Shares366,538 from 351,000

Change+15,538 (+4%)

Value$31.3M (-$815.8K)

Filed 2026-10-14

LPL Financial LLC

INCREASED

Shares331,931 from 281,070

Change+50,861 (+18%)

Value$28.4M (+$2.6M)

Filed 2026-11-06

Wealthcare Advisory Partners LLC

DECREASED

Shares247,394 from 257,371

Change-9,977 (-4%)

Value$21.2M (-$2.4M)

Filed 2026-10-21

CWA Asset Management Group, LLC

INCREASED

Shares233,445 from 205,082

Change+28,363 (+14%)

Value$20.0M (+$1.2M)

Filed 2026-10-19

Ulrich Consultants & Investment Group, LLC

NEW

Shares201,207

Change+201,207

Value$17.2M

Filed 2026-10-13

SigFig Wealth Management, LLC

INCREASED

Shares199,162 from 176,920

Change+22,242 (+13%)

Value$17.0M (+$923.8K)

Filed 2026-10-07

Catalyst Financial Partners LLC

INCREASED

Shares195,648 from 172,778

Change+22,870 (+13%)

Value$16.7M (+$900.1K)

Filed 2026-11-06

Sfam, LLC

INCREASED

Shares173,309 from 169,317

Change+3,992 (+2%)

Value$14.8M (-$693.1K)

Filed 2026-11-03

Rossby Financial, LCC

INCREASED

Shares146,636 from 136,447

Change+10,189 (+7%)

Value$12.5M (+$37.7K)

Filed 2026-11-05

CMH Wealth Management LLC

INCREASED

Shares133,816 from 127,138

Change+6,678 (+5%)

Value$11.4M (-$205.7K)

Filed 2026-10-22

Harbor Capital Advisors, Inc.

DECREASED

Shares125,765 from 150,910

Change-25,145 (-17%)

Value$10.8K (-$13.8M)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

INCREASED

Shares118,184 from 87,039

Change+31,145 (+36%)

Value$10.1M (+$2.1M)

Filed 2026-10-16

Benchmark Financial Wealth Advisors, LLC

INCREASED

Shares102,075 from 92,212

Change+9,863 (+11%)

Value$8.7M (+$280.1K)

Filed 2026-10-20

Arcadia Investment Advisors LLC

INCREASED

Shares86,718 from 9,056

Change+77,662 (+858%)

Value$7.4M (+$6.6M)

Filed 2026-10-13

Kendall Capital Management

DECREASED

Shares73,459 from 73,607

Change-148 (0%)

Value$6.3M (-$462.4K)

Filed 2026-10-23

James J. Burns & Company, LLC

INCREASED

Shares73,441 from 73,212

Change+229 (+0%)

Value$6.3M (-$427.8K)

Filed 2026-10-22

CX Institutional

INCREASED

Shares70,626 from 69,157

Change+1,469 (+2%)

Value$6.0K (-$297)

Filed 2026-10-02

Commonwealth Equity Services, LLC

DECREASED

Shares70,514 from 91,159

Change-20,645 (-23%)

Value$6.0M (-$2.3M)

Filed 2026-11-02

Trek Financial, LLC

INCREASED

Shares66,584 from 63,419

Change+3,165 (+5%)

Value$5.7M (-$116.8K)

Filed 2026-10-29

Heritage Family Offices, LLP

DECREASED

Shares63,653 from 89,987

Change-26,334 (-29%)

Value$5.4M (-$2.8M)

Filed 2026-11-02

Congress Asset Management Co

DECREASED

Shares50,072 from 133,716

Change-83,644 (-63%)

Value$4.3M (-$8.0M)

Filed 2026-10-06

Guidance Capital, Inc

INCREASED

Shares47,402 from 45,832

Change+1,570 (+3%)

Value$4.1M (-$18.6K)

Filed 2026-11-03

Retirement Planning Group, LLC

DECREASED

Shares44,520 from 45,393

Change-873 (-2%)

Value$3.8M (-$352.0K)

Filed 2026-10-19

Fifth Third Wealth Advisors LLC

INCREASED

Shares38,590 from 34,659

Change+3,931 (+11%)

Value$3.3M (+$124.4K)

Filed 2026-10-22

Mechanics Financial Corp

INCREASED

Shares37,590 from 28,512

Change+9,078 (+32%)

Value$3.2M (+$602.1K)

Filed 2026-11-05

QP Wealth Management, LLC

DECREASED

Shares33,831 from 34,051

Change-220 (-1%)

Value$2.9M (-$226.9K)

Filed 2026-10-20

Single Point Partners, LLC

INCREASED

Shares32,770 from 22,779

Change+9,991 (+44%)

Value$32.8K (+$10.0K)

Filed 2026-10-19

Kestra Advisory Services, LLC

INCREASED

Shares31,508 from 29,891

Change+1,617 (+5%)

Value$2.7M (-$44.4K)

Filed 2026-11-02

Centerpoint Advisors, LLC

UNCHANGED

Shares30,015 from 30,015

Change0 (0%)

Value$2.6M (-$183.0K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares27,842 from 27,780

Change+62 (+0%)

Value$2.4M (-$164.5K)

Filed 2026-11-04

Advisory Solutions Group, LLC

INCREASED

Shares25,778 from 24,900

Change+878 (+4%)

Value$2.2M (-$77.0K)

Filed 2026-10-14

TD Private Client Wealth LLC

INCREASED

Shares23,600 from 16,759

Change+6,841 (+41%)

Value$2.0M (+$482.6K)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

DECREASED

Shares22,582 from 24,573

Change-1,991 (-8%)

Value$1.9M (-$320.4K)

Filed 2026-11-04

Pinnacle Associates LTD

UNCHANGED

Shares20,988 from 20,988

Change0 (0%)

Value$1.8M (-$128.2K)

Filed 2026-10-20

Pinnacle Wealth Management Advisory Group, LLC

UNCHANGED

Shares20,988 from 20,988

Change0 (0%)

Value$1.8M (-$128.2K)

Filed 2026-10-23

Quadrant Capital Group LLC

UNCHANGED

Shares20,267 from 20,267

Change0 (0%)

Value$1.7M (-$117.1K)

Filed 2026-10-20

Brooklyn FI, LLC

NEW

Shares20,083

Change+20,083

Value$1.8M

Filed 2026-11-05

Andina Capital Management, LLC

INCREASED

Shares19,227 from 18,221

Change+1,006 (+6%)

Value$1.6M (-$25.3K)

Filed 2026-10-21

HF Advisory Group, LLC

INCREASED

Shares19,102 from 19,037

Change+65 (+0%)

Value$1.6M (-$110.8K)

Filed 2026-10-09

Simplicity Wealth,LLC

INCREASED

Shares18,668 from 4,189

Change+14,479 (+346%)

Value$1.6M (+$1.2M)

Filed 2026-10-23

Creative Planning

INCREASED

Shares18,164 from 18,129

Change+35 (+0%)

Value$1.6M (-$107.8K)

Filed 2026-11-02

Ulland Investment Advisors, LLC

DECREASED

Shares16,674 from 17,209

Change-535 (-3%)

Value$1.4K (-$151)

Filed 2026-10-13

Boyum Wealth Architects LLC

DECREASED

Shares14,709 from 14,764

Change-55 (0%)

Value$1.3M (-$46.7K)

Filed 2026-10-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares14,153 from 13,952

Change+201 (+1%)

Value$1.2K (-$1.3M)

Filed 2026-11-02

Sierra Summit Advisors LLC

INCREASED

Shares13,566 from 11,815

Change+1,751 (+15%)

Value$1.2M (+$77.6K)

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares12,597 from 12,599

Change-2 (0%)

Value$1.1M (-$76.0K)

Filed 2026-10-08

Apollon Wealth Management, LLC

DECREASED

Shares12,420 from 12,502

Change-82 (-1%)

Value$1.1M (-$83.4K)

Filed 2026-10-23

Fairman Group, LLC

INCREASED

Shares11,951 from 9,153

Change+2,798 (+31%)

Value$1.0M (+$183.4K)

Filed 2026-10-26

RFG Advisory, LLC

UNCHANGED

Shares11,197 from 11,197

Change0 (0%)

Value$957.6K (-$68.4K)

Filed 2026-11-03

L.K. Benson & Company, P.C.

INCREASED

Shares10,777 from 10,774

Change+3 (+0%)

Value$921.7K (-$65.5K)

Filed 2026-10-23

USAdvisors Wealth Management, LLC

DECREASED

Shares10,624 from 10,666

Change-42 (0%)

Value$908 (-$976.1K)

Filed 2026-10-21

Blue Trust, Inc.

INCREASED

Shares10,550 from 764

Change+9,786 (+1281%)

Value$902.2K (+$832.2K)

Filed 2026-10-15

Certuity, LLC

UNCHANGED

Shares9,945 from 9,945

Change0 (0%)

Value$850.5K (-$60.8K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares9,815 from 513

Change+9,302 (+1813%)

Value$839.4K (+$792.3K)

Filed 2026-11-06

Savant Capital, LLC

UNCHANGED

Shares9,683 from 9,683

Change0 (0%)

Value$828.1K (-$59.2K)

Filed 2026-11-06

Regions Financial Corp

DECREASED

Shares9,642 from 10,332

Change-690 (-7%)

Value$824.6K (-$122.1K)

Filed 2026-11-05

D.A. Davidson & Co.

INCREASED

Shares9,543 from 6,642

Change+2,901 (+44%)

Value$816.1K (+$207.5K)

Filed 2026-10-28

Perigon Wealth Management, LLC

INCREASED

Shares9,216 from 8,663

Change+553 (+6%)

Value$788.2K (-$5.6K)

Filed 2026-10-22

Clearstead Trust, LLC

INCREASED

Shares8,783 from 6,409

Change+2,374 (+37%)

Value$751.1K (+$163.9K)

Filed 2026-11-06

Thayer Financial, L.L.C.

DECREASED

Shares8,766 from 8,913

Change-147 (-2%)

Value$752.8K (-$63.9K)

Filed 2026-10-21

Park Avenue Securities LLC

INCREASED

Shares8,655 from 7,467

Change+1,188 (+16%)

Value$740 (-$683.3K)

Filed 2026-10-26

Bill Few Associates, Inc.

INCREASED

Shares8,413 from 6,703

Change+1,710 (+26%)

Value$719.5K (+$105.3K)

Filed 2026-10-09

Wedmont Private Capital

NEW

Shares8,028

Change+8,028

Value$690.1K

Filed 2026-10-09

NBH Bank

INCREASED

Shares7,681 from 4,881

Change+2,800 (+57%)

Value$656.9K (+$209.6K)

Filed 2026-11-05

Mayfair Advisory Group, LLC

INCREASED

Shares7,643 from 7,627

Change+16 (+0%)

Value$653.6K (-$26.6K)

Filed 2026-10-20

Atticus Wealth Management, LLC

NEW

Shares7,500

Change+7,500

Value$641.4K

Filed 2026-10-20

Vann Equity Management LLC

INCREASED

Shares7,104 from 4,835

Change+2,269 (+47%)

Value$607.6K (+$164.5K)

Filed 2026-10-08

Keeler Thomas Management LLC

INCREASED

Shares6,951 from 6,175

Change+776 (+13%)

Value$594.5K (+$28.6K)

Filed 2026-10-29

Align Financial, LLC

INCREASED

Shares6,897 from 4,413

Change+2,484 (+56%)

Value$589.8K (+$185.5K)

Filed 2026-10-16

Diversify Advisory Services, LLC

DECREASED

Shares6,751 from 9,939

Change-3,188 (-32%)

Value$578.0K (-$313.0K)

Filed 2026-10-20

Diversify Wealth Management, LLC

DECREASED

Shares6,751 from 9,939

Change-3,188 (-32%)

Value$578.0K (-$313.0K)

Filed 2026-10-20

Altman Advisors, Inc.

DECREASED

Shares6,014 from 27,986

Change-21,972 (-79%)

Value$514.3K (+$134.0K)

Filed 2026-11-05

Diversified Trust Co

INCREASED

Shares5,983 from 5,982

Change+1 (+0%)

Value$511.7K (-$36.5K)

Filed 2026-11-06

Little House Capital LLC

DECREASED

Shares5,717 from 6,555

Change-838 (-13%)

Value$488.9K (-$111.7K)

Filed 2026-11-06

Prevail Innovative Wealth Advisors, LLC

NEW

Shares5,562

Change+5,562

Value$477.5K

Filed 2026-10-20

Absolute Capital Management, LLC

DECREASED

Shares5,476 from 5,610

Change-134 (-2%)

Value$468.3K (-$45.7K)

Filed 2026-10-16

Bank of New York Mellon Corp

INCREASED

Shares5,429 from 4,407

Change+1,022 (+23%)

Value$464.3K (+$60.4K)

Filed 2026-11-05

GC Wealth Management RIA, LLC

DECREASED

Shares5,372 from 5,373

Change-1 (0%)

Value$459.5K (-$32.8K)

Filed 2026-11-02

O'Connor Financial Group LLC

INCREASED

Shares5,091 from 5,046

Change+45 (+1%)

Value$435.4K (-$27.0K)

Filed 2026-10-26

Thrivent Financial for Lutherans

DECREASED

Shares5,060 from 5,365

Change-305 (-6%)

Value$435.0K (-$57.0K)

Filed 2026-11-05

1620 Investment Advisors, Inc.

INCREASED

Shares4,985 from 4,677

Change+308 (+7%)

Value$426.3K (-$2.2K)

Filed 2026-11-04

Money Concepts Capital Corp

INCREASED

Shares4,767 from 4,458

Change+309 (+7%)

Value$407.7K (-$757)

Filed 2026-11-06

Financial Management Network Inc

INCREASED

Shares4,684 from 4,678

Change+6 (+0%)

Value$405.8K (-$13.7K)

Filed 2026-10-09

True Private Wealth Advisors

INCREASED

Shares4,327 from 4,320

Change+7 (+0%)

Value$370.1K (-$25.8K)

Filed 2026-10-19

Tred Avon Family Wealth, LLC

UNCHANGED

Shares4,265 from 4,265

Change0 (0%)

Value$364.7K (-$26.1K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,103 from 3,384

Change+719 (+21%)

Value$352.7K (+$47.8K)

Filed 2026-10-13

Mather Group, Llc.

UNCHANGED

Shares4,067 from 4,067

Change0 (0%)

Value$347.8K (-$24.8K)

Filed 2026-10-14

Firestone Capital Management

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$342.1K (-$24.4K)

Filed 2026-11-03

Park Edge Advisors, LLC

DECREASED

Shares3,879 from 4,356

Change-477 (-11%)

Value$331.7K (-$67.4K)

Filed 2026-10-28

Legacy Advisory Services, LLC

DECREASED

Shares3,664 from 7,853

Change-4,189 (-53%)

Value$313.4K (-$406.3K)

Filed 2026-10-20

First Heartland Consultants, Inc.

INCREASED

Shares3,504 from 3,464

Change+40 (+1%)

Value$299.7K (-$17.7K)

Filed 2026-10-08

Citizens Financial Group Inc

DECREASED

Shares3,470 from 3,527

Change-57 (-2%)

Value$296.8K (-$26.4K)

Filed 2026-10-23

Great Lakes Advisors, LLC

UNCHANGED

Shares3,424 from 3,424

Change0 (0%)

Value$292.8K (-$20.9K)

Filed 2026-11-06

Van Cleef Asset Management,Inc

UNCHANGED

Shares3,401 from 3,401

Change0 (0%)

Value$290.9K (-$20.8K)

Filed 2026-10-20

Moran Wealth Management, LLC

NEW

Shares3,393

Change+3,393

Value$290.2K

Filed 2026-10-22

Integrity Alliance, Llc.

DECREASED

Shares3,332 from 3,387

Change-55 (-2%)

Value$285.0K (-$25.4K)

Filed 2026-10-29

Ritholtz Wealth Management

INCREASED

Shares3,313 from 3,302

Change+11 (+0%)

Value$283.3K (-$19.3K)

Filed 2026-11-05

Greenwood Capital Associates LLC

NEW

Shares3,276

Change+3,276

Value$280.2K

Filed 2026-10-27

Ballast Financial Advisors LLC

INCREASED

Shares3,266 from 2,937

Change+329 (+11%)

Value$279.3K (+$10.2K)

Filed 2026-10-26

Edgemoor Investment Advisors, Inc.

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$273.7K (-$19.6K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

INCREASED

Shares3,187 from 2,386

Change+801 (+34%)

Value$272.6K (+$53.9K)

Filed 2026-11-05

SevenBridge Financial Group, LLC

UNCHANGED

Shares3,036 from 3,036

Change0 (0%)

Value$260.5K (-$20.5K)

Filed 2026-10-26

First Citizens Bank & Trust Co

DECREASED

Shares3,019 from 3,116

Change-97 (-3%)

Value$258.2K (-$27.3K)

Filed 2026-10-14

NTV Asset Management LLC

UNCHANGED

Shares2,975 from 2,975

Change0 (0%)

Value$254.4K (-$18.2K)

Filed 2026-10-23

Lawson Kroeker Investment Management Inc

NEW

Shares2,940

Change+2,940

Value$251.4K

Filed 2026-10-22

Pinnacle Bancorp, Inc.

INCREASED

Shares2,794 from 713

Change+2,081 (+292%)

Value$238.9K (+$173.6K)

Filed 2026-10-21

Opulen Financial Group LLC

INCREASED

Shares2,746 from 2,737

Change+9 (+0%)

Value$234.8K (-$16.0K)

Filed 2026-10-22

Spire Wealth Management

INCREASED

Shares2,718 from 1,910

Change+808 (+42%)

Value$232.5K (+$57.5K)

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares2,655 from 2,940

Change-285 (-10%)

Value$227.1K (-$42.3K)

Filed 2026-10-05

HB Wealth Management, LLC

NEW

Shares2,511

Change+2,511

Value$214.7K

Filed 2026-10-23

Optivise Advisory Services LLC

UNCHANGED

Shares2,506 from 2,506

Change0 (0%)

Value$214.3K (-$15.3K)

Filed 2026-10-19

Sigma Planning Corp

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$213.8K (-$15.3K)

Filed 2026-10-23

First Nebraska Trust Co

UNCHANGED

Shares2,486 from 2,486

Change0 (0%)

Value$212.6K (-$15.2K)

Filed 2026-10-30

Means Investment Co., Inc.

INCREASED

Shares2,417 from 2,410

Change+7 (+0%)

Value$206.7K (-$14.1K)

Filed 2026-11-03

Johnson Financial Group, LLC

NEW

Shares2,372

Change+2,372

Value$202.9K

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares1,636 from 1,636

Change0 (0%)

Value$139.9K (-$10.0K)

Filed 2026-10-21

Trust Co

NEW

Shares1,494

Change+1,494

Value$127.8K

Filed 2026-10-09

Independence Bank of Kentucky

UNCHANGED

Shares1,218 from 1,218

Change0 (0%)

Value$104.2K (-$7.4K)

Filed 2026-10-26

Abound Wealth Management

INCREASED

Shares1,184 from 41

Change+1,143 (+2788%)

Value$101.3K (+$97.5K)

Filed 2026-10-26

AlphaCore Capital LLC

UNCHANGED

Shares1,174 from 1,174

Change0 (0%)

Value$100.4K (-$7.2K)

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

DECREASED

Shares1,000 from 3,668

Change-2,668 (-73%)

Value$85.9K (-$248.0K)

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares959

Change+959

Value$82.0K

Filed 2026-10-27

Ascentis Independent Advisors

NEW

Shares754

Change+754

Value$64.5K

Filed 2026-11-03

Larson Financial Group LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$34.2K (-$2.4K)

Filed 2026-11-05

Angeles Wealth Management, LLC

INCREASED

Shares269 from 241

Change+28 (+12%)

Value$23.0K (+$922)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares250

Change+250

Value$21.4K

Filed 2026-10-30

Piscataqua Savings Bank

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$18.8K (-$1.3K)

Filed 2026-10-21

Trust Co of Vermont

NEW

Shares212

Change+212

Value$18.1K

Filed 2026-10-21

Private Trust Co NA

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$17.6K (-$1.3K)

Filed 2026-10-20

Parallel Advisors, LLC

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$12.2K (-$874)

Filed 2026-11-03

Westside Investment Management, Inc.

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$12.1K (-$862)

Filed 2026-11-02

IFP Advisors, Inc

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.3K (-$306)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$3.2K (-$226)

Filed 2026-11-03

Compass Financial Management LLC

NEW

Shares23

Change+23

Value$2.0K

Filed 2026-10-30

TD Waterhouse Canada Inc.

DECREASED

Shares20 from 50

Change-30 (-60%)

Value$1.7K (-$2.9K)

Filed 2026-10-16

DT Investment Partners, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$1.7K (-$122)

Filed 2026-10-27

Clearstead Advisors, LLC

NEW

Shares19

Change+19

Value$1.6K

Filed 2026-11-06

Elyxium Wealth, LLC

NEW

Shares0

Change0

Value$42

Filed 2026-10-27

Fort Washington Investment Advisors Inc

CLOSED

Shares0 from 1,504,650

Change-1,504,650 (-100%)

Value$0 (-$137.9M)

Filed 2026-10-15

Pacific Excel Wealth Advisors, Inc.

CLOSED

Shares0 from 89,987

Change-89,987 (-100%)

Value$0 (-$8.2M)

Filed 2026-10-27

Atria Investments, Inc

CLOSED

Shares0 from 3,703

Change-3,703 (-100%)

Value$0 (-$339.3K)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 461

Change-461 (-100%)

Value$0 (-$41.2K)

Filed 2026-10-16

Glenmede Trust Co NA

N/A

Shares— from 4,790,919

Change-4,790,919 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,323,554

Change-2,323,554 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,760,471

Change-1,760,471 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,085,260

Change-1,085,260 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,082,560

Change-1,082,560 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 776,244

Change-776,244 (-100%)

Value—

UBS Group AG

N/A

Shares— from 774,676

Change-774,676 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 690,732

Change-690,732 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 650,970

Change-650,970 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 562,618

Change-562,618 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 496,885

Change-496,885 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 491,513

Change-491,513 (-100%)

Value—

Blair William & Co

N/A

Shares— from 480,198

Change-480,198 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 377,548

Change-377,548 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 367,953

Change-367,953 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 274,856

Change-274,856 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 273,676

Change-273,676 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 264,669

Change-264,669 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 203,409

Change-203,409 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 189,531

Change-189,531 (-100%)

Value—

Brio Consultants, LLC

N/A

Shares— from 176,437

Change-176,437 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 162,754

Change-162,754 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 160,337

Change-160,337 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 150,641

Change-150,641 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 142,271

Change-142,271 (-100%)

Value—

Dimension Capital Management LLC

N/A

Shares— from 140,441

Change-140,441 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 128,158

Change-128,158 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 122,982

Change-122,982 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 122,893

Change-122,893 (-100%)

Value—

Rogco, LP

N/A

Shares— from 112,165

Change-112,165 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 111,704

Change-111,704 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 110,932

Change-110,932 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 107,740

Change-107,740 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 107,574

Change-107,574 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 88,733

Change-88,733 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 88,288

Change-88,288 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 86,866

Change-86,866 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 83,006

Change-83,006 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 75,922

Change-75,922 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 66,570

Change-66,570 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 60,238

Change-60,238 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 54,641

Change-54,641 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 54,356

Change-54,356 (-100%)

Value—

City National Bank of Florida

N/A

Shares— from 54,265

Change-54,265 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 50,548

Change-50,548 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 43,095

Change-43,095 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 40,115

Change-40,115 (-100%)

Value—

Stephens Inc

N/A

Shares— from 36,633

Change-36,633 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 35,200

Change-35,200 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 34,205

Change-34,205 (-100%)

Value—

Evernest Financial Advisors, LLC

N/A

Shares— from 32,492

Change-32,492 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 30,938

Change-30,938 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 28,430

Change-28,430 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 27,678

Change-27,678 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 26,142

Change-26,142 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 25,380

Change-25,380 (-100%)

Value—

Spartan Wealth Advisory Services LLC

N/A

Shares— from 24,456

Change-24,456 (-100%)

Value—

Klingenstein Fields & Co LP

N/A

Shares— from 22,700

Change-22,700 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 22,390

Change-22,390 (-100%)

Value—

MainStreet Investment Advisors LLC

N/A

Shares— from 21,978

Change-21,978 (-100%)

Value—

Prepared Retirement Institute LLC

N/A

Shares— from 20,344

Change-20,344 (-100%)

Value—

Cornerstone Financial Group, LLC

N/A

Shares— from 19,186

Change-19,186 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 18,705

Change-18,705 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 18,577

Change-18,577 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 18,494

Change-18,494 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,295

Change-18,295 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,518

Change-17,518 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,853

Change-14,853 (-100%)

Value—

Fidelis Wealth Advisors LLC

N/A

Shares— from 14,122

Change-14,122 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 13,608

Change-13,608 (-100%)

Value—

TFR Capital, Llc.

N/A

Shares— from 12,154

Change-12,154 (-100%)

Value—

Chevy Chase Trust Holdings, LLC

N/A

Shares— from 11,885

Change-11,885 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 11,853

Change-11,853 (-100%)

Value—

BBR Partners, LLC

N/A

Shares— from 11,206

Change-11,206 (-100%)

Value—

Annis Gardner Whiting Capital Advisors, LLC

N/A

Shares— from 10,742

Change-10,742 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 10,310

Change-10,310 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 10,250

Change-10,250 (-100%)

Value—

Talisman Wealth Advisors LLC

N/A

Shares— from 10,168

Change-10,168 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 10,148

Change-10,148 (-100%)

Value—

Betterment LLC

N/A

Shares— from 9,731

Change-9,731 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 8,433

Change-8,433 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,924

Change-7,924 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 7,491

Change-7,491 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 7,401

Change-7,401 (-100%)

Value—

OneAscent Wealth Management LLC

N/A

Shares— from 6,552

Change-6,552 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 6,419

Change-6,419 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 5,949

Change-5,949 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 5,749

Change-5,749 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

Sfmg, LLC

N/A

Shares— from 5,261

Change-5,261 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 5,256

Change-5,256 (-100%)

Value—

Star Financial Bank

N/A

Shares— from 5,167

Change-5,167 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 4,897

Change-4,897 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 4,390

Change-4,390 (-100%)

Value—

&partners

N/A

Shares— from 4,249

Change-4,249 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,211

Change-4,211 (-100%)

Value—

First National Advisers, LLC

N/A

Shares— from 4,053

Change-4,053 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,837

Change-3,837 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 3,805

Change-3,805 (-100%)

Value—

Haverford Trust Co

N/A

Shares— from 3,684

Change-3,684 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 3,655

Change-3,655 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 3,525

Change-3,525 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 3,497

Change-3,497 (-100%)

Value—

Pitcairn Wealth Advisors LLC

N/A

Shares— from 3,217

Change-3,217 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 3,156

Change-3,156 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 2,974

Change-2,974 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 2,949

Change-2,949 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,934

Change-2,934 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 2,918

Change-2,918 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 2,885

Change-2,885 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,776

Change-2,776 (-100%)

Value—

Northstar Financial Companies, Inc.

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 2,660

Change-2,660 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 2,625

Change-2,625 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 2,584

Change-2,584 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,442

Change-2,442 (-100%)

Value—

CM Wealth Advisors LLC

N/A

Shares— from 2,234

Change-2,234 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,957

Change-1,957 (-100%)

Value—

New Republic Capital, LLC

N/A

Shares— from 963

Change-963 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 775

Change-775 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 746

Change-746 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 666

Change-666 (-100%)

Value—

South Plains Financial, Inc.

N/A

Shares— from 463

Change-463 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 433

Change-433 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 368

Change-368 (-100%)

Value—

Twin Lakes Capital Management, LLC

N/A

Shares— from 334

Change-334 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 112

Change-112 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 88

Change-88 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 75

Change-75 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 54

Change-54 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Fifth Third Bancorp	INCREASED	3,685,532	3,480,115	+205,417	+6%	$318.9M	$315.2M	-$3.7M	2026-11-05
Central Trust Co	DECREASED	1,040,686	1,046,455	-5,769	-1%	$95.9M	$89.0M	-$6.9M	2026-11-05
Gerber Kawasaki Wealth & Investment Management	INCREASED	555,455	519,296	+36,159	+7%	$47.6M	$47.5M	-$80.7K	2026-10-29
US Bancorp \de\	INCREASED	403,142	382,478	+20,664	+5%	$35.0M	$34.5M	-$569.8K	2026-11-05
Badgley Phelps Wealth Managers, LLC	INCREASED	399,247	279,503	+119,744	+43%	$25.6M	$34.1M	+$8.5M	2026-10-22
Truist Financial Corp	INCREASED	398,605	353,440	+45,165	+13%	$32.4M	$34.1M	+$1.7M	2026-10-30
Diesslin Group, Inc.	INCREASED	366,538	351,000	+15,538	+4%	$32.2M	$31.3M	-$815.8K	2026-10-14
LPL Financial LLC	INCREASED	331,931	281,070	+50,861	+18%	$25.8M	$28.4M	+$2.6M	2026-11-06
Wealthcare Advisory Partners LLC	DECREASED	247,394	257,371	-9,977	-4%	$23.6M	$21.2M	-$2.4M	2026-10-21
CWA Asset Management Group, LLC	INCREASED	233,445	205,082	+28,363	+14%	$18.8M	$20.0M	+$1.2M	2026-10-19
Ulrich Consultants & Investment Group, LLC	NEW	201,207	—	+201,207	—	—	$17.2M	—	2026-10-13
SigFig Wealth Management, LLC	INCREASED	199,162	176,920	+22,242	+13%	$16.1M	$17.0M	+$923.8K	2026-10-07
Catalyst Financial Partners LLC	INCREASED	195,648	172,778	+22,870	+13%	$15.8M	$16.7M	+$900.1K	2026-11-06
Sfam, LLC	INCREASED	173,309	169,317	+3,992	+2%	$15.5M	$14.8M	-$693.1K	2026-11-03
Rossby Financial, LCC	INCREASED	146,636	136,447	+10,189	+7%	$12.5M	$12.5M	+$37.7K	2026-11-05
CMH Wealth Management LLC	INCREASED	133,816	127,138	+6,678	+5%	$11.6M	$11.4M	-$205.7K	2026-10-22
Harbor Capital Advisors, Inc.	DECREASED	125,765	150,910	-25,145	-17%	$13.8M	$10.8K	-$13.8M	2026-10-22
Concurrent Investment Advisors, LLC	INCREASED	118,184	87,039	+31,145	+36%	$8.0M	$10.1M	+$2.1M	2026-10-16
Benchmark Financial Wealth Advisors, LLC	INCREASED	102,075	92,212	+9,863	+11%	$8.4M	$8.7M	+$280.1K	2026-10-20
Arcadia Investment Advisors LLC	INCREASED	86,718	9,056	+77,662	+858%	$829.8K	$7.4M	+$6.6M	2026-10-13
Kendall Capital Management	DECREASED	73,459	73,607	-148	0%	$6.7M	$6.3M	-$462.4K	2026-10-23
James J. Burns & Company, LLC	INCREASED	73,441	73,212	+229	+0%	$6.7M	$6.3M	-$427.8K	2026-10-22
CX Institutional	INCREASED	70,626	69,157	+1,469	+2%	$6.3K	$6.0K	-$297	2026-10-02
Commonwealth Equity Services, LLC	DECREASED	70,514	91,159	-20,645	-23%	$8.4M	$6.0M	-$2.3M	2026-11-02
Trek Financial, LLC	INCREASED	66,584	63,419	+3,165	+5%	$5.8M	$5.7M	-$116.8K	2026-10-29
Heritage Family Offices, LLP	DECREASED	63,653	89,987	-26,334	-29%	$8.2M	$5.4M	-$2.8M	2026-11-02
Congress Asset Management Co	DECREASED	50,072	133,716	-83,644	-63%	$12.3M	$4.3M	-$8.0M	2026-10-06
Guidance Capital, Inc	INCREASED	47,402	45,832	+1,570	+3%	$4.1M	$4.1M	-$18.6K	2026-11-03
Retirement Planning Group, LLC	DECREASED	44,520	45,393	-873	-2%	$4.2M	$3.8M	-$352.0K	2026-10-19
Fifth Third Wealth Advisors LLC	INCREASED	38,590	34,659	+3,931	+11%	$3.2M	$3.3M	+$124.4K	2026-10-22
Mechanics Financial Corp	INCREASED	37,590	28,512	+9,078	+32%	$2.6M	$3.2M	+$602.1K	2026-11-05
QP Wealth Management, LLC	DECREASED	33,831	34,051	-220	-1%	$3.1M	$2.9M	-$226.9K	2026-10-20
Single Point Partners, LLC	INCREASED	32,770	22,779	+9,991	+44%	$22.8K	$32.8K	+$10.0K	2026-10-19
Kestra Advisory Services, LLC	INCREASED	31,508	29,891	+1,617	+5%	$2.7M	$2.7M	-$44.4K	2026-11-02
Centerpoint Advisors, LLC	UNCHANGED	30,015	30,015	0	0%	$2.8M	$2.6M	-$183.0K	2026-11-05
Citigroup Inc	INCREASED	27,842	27,780	+62	+0%	$2.5M	$2.4M	-$164.5K	2026-11-04
Advisory Solutions Group, LLC	INCREASED	25,778	24,900	+878	+4%	$2.3M	$2.2M	-$77.0K	2026-10-14
TD Private Client Wealth LLC	INCREASED	23,600	16,759	+6,841	+41%	$1.5M	$2.0M	+$482.6K	2026-10-28
Tounjian Advisory Partners, LLC	DECREASED	22,582	24,573	-1,991	-8%	$2.3M	$1.9M	-$320.4K	2026-11-04
Pinnacle Associates LTD	UNCHANGED	20,988	20,988	0	0%	$1.9M	$1.8M	-$128.2K	2026-10-20
Pinnacle Wealth Management Advisory Group, LLC	UNCHANGED	20,988	20,988	0	0%	$1.9M	$1.8M	-$128.2K	2026-10-23
Quadrant Capital Group LLC	UNCHANGED	20,267	20,267	0	0%	$1.9M	$1.7M	-$117.1K	2026-10-20
Brooklyn FI, LLC	NEW	20,083	—	+20,083	—	—	$1.8M	—	2026-11-05
Andina Capital Management, LLC	INCREASED	19,227	18,221	+1,006	+6%	$1.7M	$1.6M	-$25.3K	2026-10-21
HF Advisory Group, LLC	INCREASED	19,102	19,037	+65	+0%	$1.7M	$1.6M	-$110.8K	2026-10-09
Simplicity Wealth,LLC	INCREASED	18,668	4,189	+14,479	+346%	$383.8K	$1.6M	+$1.2M	2026-10-23
Creative Planning	INCREASED	18,164	18,129	+35	+0%	$1.7M	$1.6M	-$107.8K	2026-11-02
Ulland Investment Advisors, LLC	DECREASED	16,674	17,209	-535	-3%	$1.6K	$1.4K	-$151	2026-10-13
Boyum Wealth Architects LLC	DECREASED	14,709	14,764	-55	0%	$1.3M	$1.3M	-$46.7K	2026-10-06
Cambridge Investment Research Advisors, Inc.	INCREASED	14,153	13,952	+201	+1%	$1.3M	$1.2K	-$1.3M	2026-11-02
Sierra Summit Advisors LLC	INCREASED	13,566	11,815	+1,751	+15%	$1.1M	$1.2M	+$77.6K	2026-10-28
Farther Finance Advisors, LLC	DECREASED	12,597	12,599	-2	0%	$1.2M	$1.1M	-$76.0K	2026-10-08
Apollon Wealth Management, LLC	DECREASED	12,420	12,502	-82	-1%	$1.1M	$1.1M	-$83.4K	2026-10-23
Fairman Group, LLC	INCREASED	11,951	9,153	+2,798	+31%	$838.7K	$1.0M	+$183.4K	2026-10-26
RFG Advisory, LLC	UNCHANGED	11,197	11,197	0	0%	$1.0M	$957.6K	-$68.4K	2026-11-03
L.K. Benson & Company, P.C.	INCREASED	10,777	10,774	+3	+0%	$987.3K	$921.7K	-$65.5K	2026-10-23
USAdvisors Wealth Management, LLC	DECREASED	10,624	10,666	-42	0%	$977.0K	$908	-$976.1K	2026-10-21
Blue Trust, Inc.	INCREASED	10,550	764	+9,786	+1281%	$70.0K	$902.2K	+$832.2K	2026-10-15
Certuity, LLC	UNCHANGED	9,945	9,945	0	0%	$911.3K	$850.5K	-$60.8K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	9,815	513	+9,302	+1813%	$47.0K	$839.4K	+$792.3K	2026-11-06
Savant Capital, LLC	UNCHANGED	9,683	9,683	0	0%	$887.3K	$828.1K	-$59.2K	2026-11-06
Regions Financial Corp	DECREASED	9,642	10,332	-690	-7%	$946.7K	$824.6K	-$122.1K	2026-11-05
D.A. Davidson & Co.	INCREASED	9,543	6,642	+2,901	+44%	$608.6K	$816.1K	+$207.5K	2026-10-28
Perigon Wealth Management, LLC	INCREASED	9,216	8,663	+553	+6%	$793.8K	$788.2K	-$5.6K	2026-10-22
Clearstead Trust, LLC	INCREASED	8,783	6,409	+2,374	+37%	$587.3K	$751.1K	+$163.9K	2026-11-06
Thayer Financial, L.L.C.	DECREASED	8,766	8,913	-147	-2%	$816.7K	$752.8K	-$63.9K	2026-10-21
Park Avenue Securities LLC	INCREASED	8,655	7,467	+1,188	+16%	$684.0K	$740	-$683.3K	2026-10-26
Bill Few Associates, Inc.	INCREASED	8,413	6,703	+1,710	+26%	$614.2K	$719.5K	+$105.3K	2026-10-09
Wedmont Private Capital	NEW	8,028	—	+8,028	—	—	$690.1K	—	2026-10-09
NBH Bank	INCREASED	7,681	4,881	+2,800	+57%	$447.2K	$656.9K	+$209.6K	2026-11-05
Mayfair Advisory Group, LLC	INCREASED	7,643	7,627	+16	+0%	$680.2K	$653.6K	-$26.6K	2026-10-20
Atticus Wealth Management, LLC	NEW	7,500	—	+7,500	—	—	$641.4K	—	2026-10-20
Vann Equity Management LLC	INCREASED	7,104	4,835	+2,269	+47%	$443.0K	$607.6K	+$164.5K	2026-10-08
Keeler Thomas Management LLC	INCREASED	6,951	6,175	+776	+13%	$565.8K	$594.5K	+$28.6K	2026-10-29
Align Financial, LLC	INCREASED	6,897	4,413	+2,484	+56%	$404.4K	$589.8K	+$185.5K	2026-10-16
Diversify Advisory Services, LLC	DECREASED	6,751	9,939	-3,188	-32%	$890.9K	$578.0K	-$313.0K	2026-10-20
Diversify Wealth Management, LLC	DECREASED	6,751	9,939	-3,188	-32%	$890.9K	$578.0K	-$313.0K	2026-10-20
Altman Advisors, Inc.	DECREASED	6,014	27,986	-21,972	-79%	$380.3K	$514.3K	+$134.0K	2026-11-05
Diversified Trust Co	INCREASED	5,983	5,982	+1	+0%	$548.2K	$511.7K	-$36.5K	2026-11-06
Little House Capital LLC	DECREASED	5,717	6,555	-838	-13%	$600.7K	$488.9K	-$111.7K	2026-11-06
Prevail Innovative Wealth Advisors, LLC	NEW	5,562	—	+5,562	—	—	$477.5K	—	2026-10-20
Absolute Capital Management, LLC	DECREASED	5,476	5,610	-134	-2%	$514.0K	$468.3K	-$45.7K	2026-10-16
Bank of New York Mellon Corp	INCREASED	5,429	4,407	+1,022	+23%	$403.8K	$464.3K	+$60.4K	2026-11-05
GC Wealth Management RIA, LLC	DECREASED	5,372	5,373	-1	0%	$492.3K	$459.5K	-$32.8K	2026-11-02
O'Connor Financial Group LLC	INCREASED	5,091	5,046	+45	+1%	$462.4K	$435.4K	-$27.0K	2026-10-26
Thrivent Financial for Lutherans	DECREASED	5,060	5,365	-305	-6%	$492.0K	$435.0K	-$57.0K	2026-11-05
1620 Investment Advisors, Inc.	INCREASED	4,985	4,677	+308	+7%	$428.6K	$426.3K	-$2.2K	2026-11-04
Money Concepts Capital Corp	INCREASED	4,767	4,458	+309	+7%	$408.5K	$407.7K	-$757	2026-11-06
Financial Management Network Inc	INCREASED	4,684	4,678	+6	+0%	$419.4K	$405.8K	-$13.7K	2026-10-09
True Private Wealth Advisors	INCREASED	4,327	4,320	+7	+0%	$395.8K	$370.1K	-$25.8K	2026-10-19
Tred Avon Family Wealth, LLC	UNCHANGED	4,265	4,265	0	0%	$390.8K	$364.7K	-$26.1K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	4,103	3,384	+719	+21%	$305.0K	$352.7K	+$47.8K	2026-10-13
Mather Group, Llc.	UNCHANGED	4,067	4,067	0	0%	$372.6K	$347.8K	-$24.8K	2026-10-14
Firestone Capital Management	UNCHANGED	4,000	4,000	0	0%	$366.5K	$342.1K	-$24.4K	2026-11-03
Park Edge Advisors, LLC	DECREASED	3,879	4,356	-477	-11%	$399.1K	$331.7K	-$67.4K	2026-10-28
Legacy Advisory Services, LLC	DECREASED	3,664	7,853	-4,189	-53%	$719.6K	$313.4K	-$406.3K	2026-10-20
First Heartland Consultants, Inc.	INCREASED	3,504	3,464	+40	+1%	$317.4K	$299.7K	-$17.7K	2026-10-08
Citizens Financial Group Inc	DECREASED	3,470	3,527	-57	-2%	$323.2K	$296.8K	-$26.4K	2026-10-23
Great Lakes Advisors, LLC	UNCHANGED	3,424	3,424	0	0%	$313.7K	$292.8K	-$20.9K	2026-11-06
Van Cleef Asset Management,Inc	UNCHANGED	3,401	3,401	0	0%	$311.6K	$290.9K	-$20.8K	2026-10-20
Moran Wealth Management, LLC	NEW	3,393	—	+3,393	—	—	$290.2K	—	2026-10-22
Integrity Alliance, Llc.	DECREASED	3,332	3,387	-55	-2%	$310.4K	$285.0K	-$25.4K	2026-10-29
Ritholtz Wealth Management	INCREASED	3,313	3,302	+11	+0%	$302.6K	$283.3K	-$19.3K	2026-11-05
Greenwood Capital Associates LLC	NEW	3,276	—	+3,276	—	—	$280.2K	—	2026-10-27
Ballast Financial Advisors LLC	INCREASED	3,266	2,937	+329	+11%	$269.1K	$279.3K	+$10.2K	2026-10-26
Edgemoor Investment Advisors, Inc.	UNCHANGED	3,200	3,200	0	0%	$293.2K	$273.7K	-$19.6K	2026-11-03
J.W. Cole Advisors, Inc.	INCREASED	3,187	2,386	+801	+34%	$218.7K	$272.6K	+$53.9K	2026-11-05
SevenBridge Financial Group, LLC	UNCHANGED	3,036	3,036	0	0%	$281.0K	$260.5K	-$20.5K	2026-10-26
First Citizens Bank & Trust Co	DECREASED	3,019	3,116	-97	-3%	$285.5K	$258.2K	-$27.3K	2026-10-14
NTV Asset Management LLC	UNCHANGED	2,975	2,975	0	0%	$272.6K	$254.4K	-$18.2K	2026-10-23
Lawson Kroeker Investment Management Inc	NEW	2,940	—	+2,940	—	—	$251.4K	—	2026-10-22
Pinnacle Bancorp, Inc.	INCREASED	2,794	713	+2,081	+292%	$65.3K	$238.9K	+$173.6K	2026-10-21
Opulen Financial Group LLC	INCREASED	2,746	2,737	+9	+0%	$250.8K	$234.8K	-$16.0K	2026-10-22
Spire Wealth Management	INCREASED	2,718	1,910	+808	+42%	$175.0K	$232.5K	+$57.5K	2026-10-30
MassMutual Private Wealth & Trust, FSB	DECREASED	2,655	2,940	-285	-10%	$269.4K	$227.1K	-$42.3K	2026-10-05
HB Wealth Management, LLC	NEW	2,511	—	+2,511	—	—	$214.7K	—	2026-10-23
Optivise Advisory Services LLC	UNCHANGED	2,506	2,506	0	0%	$229.6K	$214.3K	-$15.3K	2026-10-19
Sigma Planning Corp	UNCHANGED	2,500	2,500	0	0%	$229.1K	$213.8K	-$15.3K	2026-10-23
First Nebraska Trust Co	UNCHANGED	2,486	2,486	0	0%	$227.8K	$212.6K	-$15.2K	2026-10-30
Means Investment Co., Inc.	INCREASED	2,417	2,410	+7	+0%	$220.8K	$206.7K	-$14.1K	2026-11-03
Johnson Financial Group, LLC	NEW	2,372	—	+2,372	—	—	$202.9K	—	2026-11-03
Assetmark, Inc	UNCHANGED	1,636	1,636	0	0%	$149.9K	$139.9K	-$10.0K	2026-10-21
Trust Co	NEW	1,494	—	+1,494	—	—	$127.8K	—	2026-10-09
Independence Bank of Kentucky	UNCHANGED	1,218	1,218	0	0%	$111.6K	$104.2K	-$7.4K	2026-10-26
Abound Wealth Management	INCREASED	1,184	41	+1,143	+2788%	$3.8K	$101.3K	+$97.5K	2026-10-26
AlphaCore Capital LLC	UNCHANGED	1,174	1,174	0	0%	$107.6K	$100.4K	-$7.2K	2026-11-04
Allspring Global Investments Holdings, LLC	DECREASED	1,000	3,668	-2,668	-73%	$333.9K	$85.9K	-$248.0K	2026-11-04
Latitude Advisors, LLC	NEW	959	—	+959	—	—	$82.0K	—	2026-10-27
Ascentis Independent Advisors	NEW	754	—	+754	—	—	$64.5K	—	2026-11-03
Larson Financial Group LLC	UNCHANGED	400	400	0	0%	$36.7K	$34.2K	-$2.4K	2026-11-05
Angeles Wealth Management, LLC	INCREASED	269	241	+28	+12%	$22.1K	$23.0K	+$922	2026-10-26
Provenance Wealth Advisors, LLC	NEW	250	—	+250	—	—	$21.4K	—	2026-10-30
Piscataqua Savings Bank	UNCHANGED	220	220	0	0%	$20.2K	$18.8K	-$1.3K	2026-10-21
Trust Co of Vermont	NEW	212	—	+212	—	—	$18.1K	—	2026-10-21
Private Trust Co NA	UNCHANGED	205	205	0	0%	$18.8K	$17.6K	-$1.3K	2026-10-20
Parallel Advisors, LLC	UNCHANGED	143	143	0	0%	$13.1K	$12.2K	-$874	2026-11-03
Westside Investment Management, Inc.	UNCHANGED	141	141	0	0%	$12.9K	$12.1K	-$862	2026-11-02
IFP Advisors, Inc	UNCHANGED	50	50	0	0%	$4.6K	$4.3K	-$306	2026-10-16
Ashton Thomas Private Wealth, LLC	UNCHANGED	37	37	0	0%	$3.4K	$3.2K	-$226	2026-11-03
Compass Financial Management LLC	NEW	23	—	+23	—	—	$2.0K	—	2026-10-30
TD Waterhouse Canada Inc.	DECREASED	20	50	-30	-60%	$4.6K	$1.7K	-$2.9K	2026-10-16
DT Investment Partners, LLC	UNCHANGED	20	20	0	0%	$1.8K	$1.7K	-$122	2026-10-27
Clearstead Advisors, LLC	NEW	19	—	+19	—	—	$1.6K	—	2026-11-06
Elyxium Wealth, LLC	NEW	0	—	0	—	—	$42	—	2026-10-27
Fort Washington Investment Advisors Inc	CLOSED	0	1,504,650	-1,504,650	-100%	$137.9M	$0	-$137.9M	2026-10-15
Pacific Excel Wealth Advisors, Inc.	CLOSED	0	89,987	-89,987	-100%	$8.2M	$0	-$8.2M	2026-10-27
Atria Investments, Inc	CLOSED	0	3,703	-3,703	-100%	$339.3K	$0	-$339.3K	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	461	-461	-100%	$41.2K	$0	-$41.2K	2026-10-16
Glenmede Trust Co NA	N/A	—	4,790,919	-4,790,919	-100%	$439.0M	—	—	—
Bank of Montreal	N/A	—	2,323,554	-2,323,554	-100%	$212.9M	—	—	—
Bank of America Corp	N/A	—	1,760,471	-1,760,471	-100%	$161.3M	—	—	—
Wellington Management Group LLP	N/A	—	1,085,260	-1,085,260	-100%	$99.4M	—	—	—
FMR LLC	N/A	—	1,082,560	-1,082,560	-100%	$99.2M	—	—	—
Focus Partners Wealth	N/A	—	776,244	-776,244	-100%	$71.1M	—	—	—
UBS Group AG	N/A	—	774,676	-774,676	-100%	$71.0M	—	—	—
Coldstream Capital Management Inc	N/A	—	690,732	-690,732	-100%	$63.3M	—	—	—
Cresset Asset Management, LLC	N/A	—	650,970	-650,970	-100%	$59.6M	—	—	—
Wealthspire Advisors, LLC	N/A	—	562,618	-562,618	-100%	$51.6M	—	—	—
Raymond James Financial Inc	N/A	—	496,885	-496,885	-100%	$45.5M	—	—	—
IMA Advisory Services, Inc.	N/A	—	491,513	-491,513	-100%	$45.0M	—	—	—
Blair William & Co	N/A	—	480,198	-480,198	-100%	$44.0M	—	—	—
JPMorgan Chase & Co	N/A	—	377,548	-377,548	-100%	$34.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	367,953	-367,953	-100%	$33.7M	—	—	—
Westwood Holdings Group Inc	N/A	—	274,856	-274,856	-100%	$25.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	273,676	-273,676	-100%	$25.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	264,669	-264,669	-100%	$24.3M	—	—	—
Curi Capital, LLC	N/A	—	203,409	-203,409	-100%	$18.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	189,531	-189,531	-100%	$17.4M	—	—	—
Brio Consultants, LLC	N/A	—	176,437	-176,437	-100%	$16.2M	—	—	—
World Investment Advisors	N/A	—	162,754	-162,754	-100%	$12.4M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	160,337	-160,337	-100%	$14.7M	—	—	—
Ameriprise Financial Inc	N/A	—	150,641	-150,641	-100%	$13.8M	—	—	—
Berger Financial Group, Inc	N/A	—	142,271	-142,271	-100%	$13.0M	—	—	—
Dimension Capital Management LLC	N/A	—	140,441	-140,441	-100%	$12.9M	—	—	—
HighTower Advisors, LLC	N/A	—	128,158	-128,158	-100%	$11.7M	—	—	—
CIBC World Market Inc.	N/A	—	122,982	-122,982	-100%	$11.3M	—	—	—
Cerity Partners LLC	N/A	—	122,893	-122,893	-100%	$11.3M	—	—	—
Rogco, LP	N/A	—	112,165	-112,165	-100%	$10.3M	—	—	—
Royal Bank of Canada	N/A	—	111,704	-111,704	-100%	$10.2M	—	—	—
Johnson Investment Counsel Inc	N/A	—	110,932	-110,932	-100%	$10.2M	—	—	—
Mariner, LLC	N/A	—	107,740	-107,740	-100%	$9.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	107,574	-107,574	-100%	$9.9M	—	—	—
Pure Financial Advisors, LLC	N/A	—	88,733	-88,733	-100%	$8.1M	—	—	—
Morgan Stanley	N/A	—	88,288	-88,288	-100%	$8.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	86,866	-86,866	-100%	$8.0M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	83,006	-83,006	-100%	$7.6M	—	—	—
MML Investors Services, LLC	N/A	—	75,922	-75,922	-100%	$7.0M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	66,570	-66,570	-100%	$6.1M	—	—	—
MAI Capital Management	N/A	—	60,238	-60,238	-100%	$5.5M	—	—	—
WorthPointe, LLC	N/A	—	54,641	-54,641	-100%	$5.0M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	54,356	-54,356	-100%	$5.0M	—	—	—
City National Bank of Florida	N/A	—	54,265	-54,265	-100%	$5.0M	—	—	—
AlTi Global, Inc.	N/A	—	50,548	-50,548	-100%	$4.6M	—	—	—
Wells Fargo & Company	N/A	—	43,095	-43,095	-100%	$3.9M	—	—	—
Whittier Trust Co	N/A	—	40,115	-40,115	-100%	$3.6M	—	—	—
Stephens Inc	N/A	—	36,633	-36,633	-100%	$3.4M	—	—	—
Voya Investment Management LLC	N/A	—	35,200	-35,200	-100%	$3.2M	—	—	—
Smartleaf Asset Management LLC	N/A	—	34,205	-34,205	-100%	$3.1M	—	—	—
Evernest Financial Advisors, LLC	N/A	—	32,492	-32,492	-100%	$3.0M	—	—	—
Raffa Wealth Management, LLC	N/A	—	30,938	-30,938	-100%	$2.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	28,430	-28,430	-100%	$2.6M	—	—	—
Quantinno Capital Management LP	N/A	—	27,678	-27,678	-100%	$2.5M	—	—	—
Northern Trust Corp	N/A	—	26,142	-26,142	-100%	$2.4M	—	—	—
Captrust Financial Advisors	N/A	—	25,380	-25,380	-100%	$2.3M	—	—	—
Spartan Wealth Advisory Services LLC	N/A	—	24,456	-24,456	-100%	$2.2M	—	—	—
Klingenstein Fields & Co LP	N/A	—	22,700	-22,700	-100%	$2.1M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	22,390	-22,390	-100%	$2.1M	—	—	—
MainStreet Investment Advisors LLC	N/A	—	21,978	-21,978	-100%	$2.0M	—	—	—
Prepared Retirement Institute LLC	N/A	—	20,344	-20,344	-100%	$1.9M	—	—	—
Cornerstone Financial Group, LLC	N/A	—	19,186	-19,186	-100%	$1.8M	—	—	—
Huntington National Bank	N/A	—	18,705	-18,705	-100%	$1.7M	—	—	—
Callan Family Office, LLC	N/A	—	18,577	-18,577	-100%	$1.7M	—	—	—
QRG Capital Management, Inc.	N/A	—	18,494	-18,494	-100%	$1.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	18,295	-18,295	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	17,518	-17,518	-100%	$1.6M	—	—	—
Private Advisor Group, LLC	N/A	—	14,853	-14,853	-100%	$1.4M	—	—	—
Fidelis Wealth Advisors LLC	N/A	—	14,122	-14,122	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	13,608	-13,608	-100%	$1.2M	—	—	—
TFR Capital, Llc.	N/A	—	12,154	-12,154	-100%	$1.1M	—	—	—
Chevy Chase Trust Holdings, LLC	N/A	—	11,885	-11,885	-100%	$1.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	11,853	-11,853	-100%	$1.1M	—	—	—
BBR Partners, LLC	N/A	—	11,206	-11,206	-100%	$1.0M	—	—	—
Annis Gardner Whiting Capital Advisors, LLC	N/A	—	10,742	-10,742	-100%	$984.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	10,310	-10,310	-100%	$944.7K	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	10,250	-10,250	-100%	$939.2K	—	—	—
Talisman Wealth Advisors LLC	N/A	—	10,168	-10,168	-100%	$2.2M	—	—	—
Kovack Advisors, Inc.	N/A	—	10,148	-10,148	-100%	$929.9K	—	—	—
Betterment LLC	N/A	—	9,731	-9,731	-100%	$892.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	8,433	-8,433	-100%	$772.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,924	-7,924	-100%	$726.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	7,491	-7,491	-100%	$686.4K	—	—	—
Advyzon Investment Management, LLC	N/A	—	7,401	-7,401	-100%	$678.2K	—	—	—
OneAscent Wealth Management LLC	N/A	—	6,552	-6,552	-100%	$600.3K	—	—	—
EP Wealth Advisors, LLC	N/A	—	6,419	-6,419	-100%	$588.2K	—	—	—
Lakeridge Wealth Management LLC	N/A	—	5,949	-5,949	-100%	$545.1K	—	—	—
Bessemer Group Inc	N/A	—	5,749	-5,749	-100%	$527.0K	—	—	—
Advisors Preferred, LLC	N/A	—	5,600	-5,600	-100%	$508.3K	—	—	—
Sfmg, LLC	N/A	—	5,261	-5,261	-100%	$482.1K	—	—	—
Summit Financial, LLC	N/A	—	5,256	-5,256	-100%	$481.6K	—	—	—
Star Financial Bank	N/A	—	5,167	-5,167	-100%	$473.5K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	4,897	-4,897	-100%	$448.7K	—	—	—
Cary Street Partners Financial LLC	N/A	—	4,390	-4,390	-100%	$402.3K	—	—	—
&partners	N/A	—	4,249	-4,249	-100%	$389.4K	—	—	—
AQR Capital Management LLC	N/A	—	4,211	-4,211	-100%	$385.9K	—	—	—
First National Advisers, LLC	N/A	—	4,053	-4,053	-100%	$371.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,837	-3,837	-100%	$351.6K	—	—	—
Stifel Financial Corp	N/A	—	3,805	-3,805	-100%	$348.7K	—	—	—
Haverford Trust Co	N/A	—	3,684	-3,684	-100%	$337.6K	—	—	—
Capital Analysts, LLC	N/A	—	3,655	-3,655	-100%	$335.0K	—	—	—
Renaissance Technologies LLC	N/A	—	3,525	-3,525	-100%	$323.0K	—	—	—
IEQ Capital, LLC	N/A	—	3,497	-3,497	-100%	$320.4K	—	—	—
Pitcairn Wealth Advisors LLC	N/A	—	3,217	-3,217	-100%	$294.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	3,156	-3,156	-100%	$289.2K	—	—	—
Flputnam Investment Management Co	N/A	—	2,974	-2,974	-100%	$275.6K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	2,949	-2,949	-100%	$265.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,934	-2,934	-100%	$268.8K	—	—	—
SageView Advisory Group, LLC	N/A	—	2,918	-2,918	-100%	$267.4K	—	—	—
Savvy Advisors, Inc.	N/A	—	2,885	-2,885	-100%	$264.4K	—	—	—
BlackRock, Inc.	N/A	—	2,776	-2,776	-100%	$254.4K	—	—	—
Northstar Financial Companies, Inc.	N/A	—	2,730	-2,730	-100%	$250.1K	—	—	—
Advisors Capital Management, LLC	N/A	—	2,660	-2,660	-100%	$243.7K	—	—	—
M&T Bank Corp	N/A	—	2,625	-2,625	-100%	$240.5K	—	—	—
Essex Financial Services, Inc.	N/A	—	2,584	-2,584	-100%	$236.8K	—	—	—
AE Wealth Management LLC	N/A	—	2,442	-2,442	-100%	$223.8K	—	—	—
CM Wealth Advisors LLC	N/A	—	2,234	-2,234	-100%	$204.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,957	-1,957	-100%	$179.3K	—	—	—
New Republic Capital, LLC	N/A	—	963	-963	-100%	$88.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	775	-775	-100%	$71.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	746	-746	-100%	$68.4K	—	—	—
SHP Wealth Management	N/A	—	666	-666	-100%	$61.0K	—	—	—
South Plains Financial, Inc.	N/A	—	463	-463	-100%	$42.4K	—	—	—
Vanguard National Trust Co	N/A	—	433	-433	-100%	$39.7K	—	—	—
Harbour Investments, Inc.	N/A	—	368	-368	-100%	$33.7K	—	—	—
Twin Lakes Capital Management, LLC	N/A	—	334	-334	-100%	$30.6K	—	—	—
National Bank of Canada	N/A	—	112	-112	-100%	$10.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	88	-88	-100%	$8.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	75	-75	-100%	$6.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	54	-54	-100%	$4.9K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	1	-1	-100%	$61	—	—	—

Showing 279 of 279 institutions