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Ishares Msci International V (IVLU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kathmere Capital Management, LLC
INCREASED
Shares926,720 from 834,075
Change+92,645 (+11%)
Value$39.7M (+$4.9M)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares889,568 from 840,516
Change+49,052 (+6%)
Value$38.2M (+$3.0M)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares783,295 from 712,335
Change+70,960 (+10%)
Value$33.6M (+$3.8M)
Filed 2026-10-28
Armbruster Capital Management, Inc.
INCREASED
Shares672,345 from 671,710
Change+635 (+0%)
Value$28.8M (+$746.0K)
Filed 2026-10-19
Invenio Wealth Partners LLC
INCREASED
Shares585,313 from 582,803
Change+2,510 (+0%)
Value$25.1M (+$731.3K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares550,777 from 542,683
Change+8,094 (+1%)
Value$23.2M (+$140.7K)
Filed 2026-10-13
Victory Financial Group, LLC
DECREASED
Shares539,712 from 569,773
Change-30,061 (-5%)
Value$23.1M (-$679.7K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares443,793 from 451,343
Change-7,550 (-2%)
Value$19.0K (-$18.9M)
Filed 2026-10-26
Pioneer Family Office, LLC
INCREASED
Shares402,734 from 297,820
Change+104,914 (+35%)
Value$17.3M (+$4.8M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares397,095 from 398,998
Change-1,903 (0%)
Value$17.0M (+$345.3K)
Filed 2026-11-05
High Probability Advisors, LLC
INCREASED
Shares391,131 from 380,882
Change+10,249 (+3%)
Value$16.8M (+$847.1K)
Filed 2026-10-19
Meridian Financial Partners LLC
INCREASED
Shares384,917 from 368,005
Change+16,912 (+5%)
Value$16.4M (+$777.6K)
Filed 2026-10-23
Ackerman Capital Advisors, LLC
DECREASED
Shares378,762 from 379,084
Change-322 (0%)
Value$16.2M (+$391.8K)
Filed 2026-10-30
Foster Group, Inc.
INCREASED
Shares370,192 from 366,991
Change+3,201 (+1%)
Value$15.9M (+$530.0K)
Filed 2026-10-13
Heck Capital Advisors, LLC
INCREASED
Shares326,698 from 309,474
Change+17,224 (+6%)
Value$14.0M (+$1.1M)
Filed 2026-10-14
Plancorp, LLC
DECREASED
Shares312,783 from 316,704
Change-3,921 (-1%)
Value$13.2M (-$146.3K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares312,323 from 307,919
Change+4,404 (+1%)
Value$13.4M (+$518.4K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares311,048 from 317,809
Change-6,761 (-2%)
Value$13.3M (+$50.1K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares305,418 from 297,764
Change+7,654 (+3%)
Value$13.1M (+$646.9K)
Filed 2026-11-02
Farrow Financial, Inc.
DECREASED
Shares281,102 from 281,766
Change-664 (0%)
Value$12.1M (+$273.0K)
Filed 2026-10-30
Systelligence, LLC
INCREASED
Shares273,892 from 237,766
Change+36,126 (+15%)
Value$10.9M (+$987.7K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares271,598 from 260,398
Change+11,200 (+4%)
Value$11.6M (+$759.0K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares271,309 from 251,132
Change+20,177 (+8%)
Value$11.6M (+$1.1M)
Filed 2026-10-16
RHS Financial, LLC
INCREASED
Shares251,289 from 192,303
Change+58,986 (+31%)
Value$10.8M (+$2.7M)
Filed 2026-10-13
KWB Wealth
DECREASED
Shares244,745 from 336,260
Change-91,515 (-27%)
Value$10.5M (-$3.6M)
Filed 2026-10-16
Ironwood Wealth Management, Inc.
INCREASED
Shares230,700 from 230,521
Change+179 (+0%)
Value$9.7M (-$6.3K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares224,642 from 184,125
Change+40,517 (+22%)
Value$9.6K (-$7.7M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares203,738 from 188,072
Change+15,666 (+8%)
Value$8.7M (+$873.0K)
Filed 2026-11-05
Trust Point Inc.
DECREASED
Shares189,907 from 200,579
Change-10,672 (-5%)
Value$8.1M (-$243.1K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares189,626 from 189,356
Change+270 (+0%)
Value$8.1M (+$214.2K)
Filed 2026-11-03
Jnba Financial Advisors
DECREASED
Shares180,568 from 181,385
Change-817 (0%)
Value$7.7M (+$159.0K)
Filed 2026-11-03
Good Harbor Advisors, Inc.
INCREASED
Shares168,337 from 163,229
Change+5,108 (+3%)
Value$7.2M (+$393.6K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares163,420 from 155,273
Change+8,147 (+5%)
Value$7.0M (+$515.6K)
Filed 2026-10-09
McBroom & Associates, LLC
INCREASED
Shares143,612 from 137,115
Change+6,497 (+5%)
Value$6.2M (+$425.4K)
Filed 2026-10-29
ShoreHaven Wealth Partners, LLC
DECREASED
Shares126,700 from 129,310
Change-2,610 (-2%)
Value$5.4M (+$26.4K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares124,973 from 107,822
Change+17,151 (+16%)
Value$5.4M (+$851.0K)
Filed 2026-10-29
Prosperity Planning, Inc.
DECREASED
Shares118,289 from 122,191
Change-3,902 (-3%)
Value$5.1M (-$36.6K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
DECREASED
Shares116,332 from 119,991
Change-3,659 (-3%)
Value$5.0M (-$28.5K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares115,246 from 89,037
Change+26,209 (+29%)
Value$4.9M (+$1.2M)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares100,052 from 98,857
Change+1,195 (+1%)
Value$4.3M (+$157.0K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares96,609 from 57,393
Change+39,216 (+68%)
Value$4.1M (+$1.7M)
Filed 2026-10-30
Cypress Wealth Services, LLC
DECREASED
Shares83,491 from 85,628
Change-2,137 (-2%)
Value$3.5M (-$48.5K)
Filed 2026-10-21
Cobblestone Asset Management LLC
INCREASED
Shares77,897 from 76,445
Change+1,452 (+2%)
Value$3.3M (+$144.1K)
Filed 2026-10-13
Valued Wealth Advisors LLC
INCREASED
Shares72,558 from 68,115
Change+4,443 (+7%)
Value$3.1M (+$263.5K)
Filed 2026-11-05
TSA Wealth Managment LLC
DECREASED
Shares71,935 from 73,838
Change-1,903 (-3%)
Value$3.1M (-$2.6K)
Filed 2026-10-22
Balance Wealth Partners LLC
DECREASED
Shares70,963 from 76,553
Change-5,590 (-7%)
Value$3.0M (-$157.9K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares69,683 from 57,162
Change+12,521 (+22%)
Value$3.0M (+$598.2K)
Filed 2026-11-02
Cassilly Financial Group LLC
DECREASED
Shares69,039 from 69,758
Change-719 (-1%)
Value$3.0M (+$43.8K)
Filed 2026-10-07
Bell Investment Advisors, Inc
DECREASED
Shares68,710 from 68,994
Change-284 (0%)
Value$2.9M (+$61.6K)
Filed 2026-10-29
Fifth Third Securities, Inc.
NEW
Shares66,339
Change+66,339
Value$2.8M
Filed 2026-10-21
Foguth Wealth Management, Llc.
NEW
Shares64,714
Change+64,714
Value$2.8M
Filed 2026-10-19
WealthPlan Investment Management, LLC
DECREASED
Shares62,907 from 63,280
Change-373 (-1%)
Value$2.7M (+$51.7K)
Filed 2026-10-15
Saxon Interests, Inc.
INCREASED
Shares62,770 from 57,287
Change+5,483 (+10%)
Value$2.7M (+$296.5K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares62,644 from 63,481
Change-837 (-1%)
Value$2.7M (+$32.0K)
Filed 2026-10-22
One Advisory Partners, LLC
DECREASED
Shares62,227 from 69,301
Change-7,074 (-10%)
Value$2.7M (-$229.3K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares59,595 from 42,612
Change+16,983 (+40%)
Value$2.6M (+$774.0K)
Filed 2026-10-23
William John Sempolinski
UNCHANGED
Shares58,125 from 58,125
Change0 (0%)
Value$2.5M (+$62.2K)
Filed 2026-10-20
Breakwater Capital Group
INCREASED
Shares50,966 from 50,019
Change+947 (+2%)
Value$2.2M (+$94.1K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares49,933
Change+49,933
Value$2.1M
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares49,587 from 49,587
Change0 (0%)
Value$2.1M (+$53.1K)
Filed 2026-10-29
Cogent Strategic Wealth LLC
UNCHANGED
Shares48,162 from 48,162
Change0 (0%)
Value$2.1M (+$51.5K)
Filed 2026-10-22
USAdvisors Wealth Management, LLC
INCREASED
Shares42,495 from 38,790
Change+3,705 (+10%)
Value$1.8K (-$1.6M)
Filed 2026-10-21
Beacon Financial Group
INCREASED
Shares42,409 from 42,354
Change+55 (+0%)
Value$1.8M (+$47.7K)
Filed 2026-10-19
Whelan Financial
INCREASED
Shares42,242 from 29,604
Change+12,638 (+43%)
Value$1.8M (+$573.7K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares41,166 from 33,601
Change+7,565 (+23%)
Value$1.7M (+$330.7K)
Filed 2026-11-04
Horst & Graben Wealth Management LLC
DECREASED
Shares39,295 from 39,749
Change-454 (-1%)
Value$1.7M (+$26.2K)
Filed 2026-11-02
W Advisors, LLC
DECREASED
Shares38,849 from 39,108
Change-259 (-1%)
Value$1.7M (+$30.7K)
Filed 2026-11-02
Granville Capital, Inc.
DECREASED
Shares36,362 from 39,145
Change-2,783 (-7%)
Value$1.6M (-$77.5K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares33,559 from 32,305
Change+1,254 (+4%)
Value$1.4M (+$88.4K)
Filed 2026-11-05
Squire Investment Management Company, LLC
UNCHANGED
Shares33,061 from 33,061
Change0 (0%)
Value$1.4M (+$35.4K)
Filed 2026-11-03
Wise Wealth Partners
DECREASED
Shares31,195 from 34,107
Change-2,912 (-9%)
Value$1.3M (-$88.4K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
DECREASED
Shares29,405 from 29,542
Change-137 (0%)
Value$1.2M (-$21.2K)
Filed 2026-10-13
Guardian Asset Advisors, LLC
DECREASED
Shares29,354 from 40,354
Change-11,000 (-27%)
Value$1.3M (-$428.7K)
Filed 2026-10-16
JDH Wealth Management, LLC
UNCHANGED
Shares28,578 from 28,578
Change0 (0%)
Value$1.2M (+$30.6K)
Filed 2026-10-20
G&S Capital LLC
DECREASED
Shares27,883 from 29,364
Change-1,481 (-5%)
Value$1.2M (-$32.1K)
Filed 2026-10-23
Altrius Capital Management Inc
DECREASED
Shares26,421 from 26,676
Change-255 (-1%)
Value$1.1M (+$17.6K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares25,732 from 25,791
Change-59 (0%)
Value$1.1M (+$25.1K)
Filed 2026-11-04
Johnson Bixby & Associates, LLC
INCREASED
Shares25,684 from 25,491
Change+193 (+1%)
Value$1.1M (+$35.6K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares24,425 from 24,425
Change0 (0%)
Value$1.0M (+$26.1K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
DECREASED
Shares23,949 from 29,165
Change-5,216 (-18%)
Value$1.0M (-$204.4K)
Filed 2026-10-16
Vision Capital Management, Inc.
UNCHANGED
Shares23,305 from 23,305
Change0 (0%)
Value$999.6K (+$24.9K)
Filed 2026-10-20
Braun-Bostich & Associates Inc.
DECREASED
Shares22,989 from 23,311
Change-322 (-1%)
Value$986.0K (+$11.1K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares22,462 from 20,939
Change+1,523 (+7%)
Value$963.4K (+$87.7K)
Filed 2026-11-03
Index Fund Advisors, Inc.
DECREASED
Shares22,449 from 23,919
Change-1,470 (-6%)
Value$962.8K (-$37.4K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
DECREASED
Shares22,092 from 24,959
Change-2,867 (-11%)
Value$947.5K (-$96.2K)
Filed 2026-10-14
Asempa Wealth Advisors
DECREASED
Shares21,969 from 22,039
Change-70 (0%)
Value$929.1K (+$7.4K)
Filed 2026-10-07
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares20,913 from 20,913
Change0 (0%)
Value$897.0K (+$22.4K)
Filed 2026-10-30
VestGen Advisors, LLC
DECREASED
Shares20,399 from 21,400
Change-1,001 (-5%)
Value$874.9K (-$20.0K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares20,382 from 25,278
Change-4,896 (-19%)
Value$874.2K (-$182.9K)
Filed 2026-10-08
Ascent Group, LLC
DECREASED
Shares20,082 from 25,402
Change-5,320 (-21%)
Value$861.3K (-$201.0K)
Filed 2026-10-30
Centerline Wealth Advisors, LLC
DECREASED
Shares19,418 from 19,742
Change-324 (-2%)
Value$832.8K (+$7.2K)
Filed 2026-10-15
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares19,121 from 19,121
Change0 (0%)
Value$820.1K (+$20.5K)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares18,570 from 6,025
Change+12,545 (+208%)
Value$796.5K (+$544.5K)
Filed 2026-10-22
Unique Wealth, LLC
INCREASED
Shares17,496 from 17,329
Change+167 (+1%)
Value$750.4K (+$25.7K)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares16,846 from 16,996
Change-150 (-1%)
Value$722.5K (+$11.8K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED
Shares16,483 from 19,348
Change-2,865 (-15%)
Value$707.0K (-$102.2K)
Filed 2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares16,301 from 17,543
Change-1,242 (-7%)
Value$699.2K (-$34.5K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares14,263 from 15,190
Change-927 (-6%)
Value$611.7K (-$23.5K)
Filed 2026-11-05
Peirce Capital Management, LLC
UNCHANGED
Shares13,946 from 13,946
Change0 (0%)
Value$598.1K (+$14.9K)
Filed 2026-10-19
Baron Wealth Management LLC
UNCHANGED
Shares13,469 from 13,469
Change0 (0%)
Value$577.7K (+$14.4K)
Filed 2026-10-27
Warren Street Wealth Advisors, LLC
DECREASED
Shares12,722 from 12,742
Change-20 (0%)
Value$545.6K (+$12.8K)
Filed 2026-11-04
Capstone Wealth Management, LLC
UNCHANGED
Shares12,129 from 12,129
Change0 (0%)
Value$520.2K (+$13.0K)
Filed 2026-11-02
Collective Family Office LLC
UNCHANGED
Shares12,078 from 12,078
Change0 (0%)
Value$518.0K (+$12.9K)
Filed 2026-10-05
Philadelphia Trust Co
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$513.0K (+$11.0K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
DECREASED
Shares11,088 from 11,379
Change-291 (-3%)
Value$475.6K (-$302)
Filed 2026-10-15
Kelly Financial Services LLC
DECREASED
Shares10,492 from 15,614
Change-5,122 (-33%)
Value$450.0K (-$203.0K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares10,450 from 10,450
Change0 (0%)
Value$448.2K (+$11.2K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED
Shares10,425 from 10,425
Change0 (0%)
Value$447.1K (+$11.2K)
Filed 2026-10-08
Elevation Wealth Management LLC
DECREASED
Shares10,118 from 10,249
Change-131 (-1%)
Value$434.0K (+$5.3K)
Filed 2026-11-02
Avion Wealth
DECREASED
Shares10,062 from 10,063
Change-1 (0%)
Value$431.0K (+$11.0K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares9,692 from 12,007
Change-2,315 (-19%)
Value$415.7K (-$86.5K)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares9,676 from 9,676
Change0 (0%)
Value$415.0K (+$6.2K)
Filed 2026-10-19
MMA Asset Management LLC
NEW
Shares9,635
Change+9,635
Value$413.2K
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares9,456 from 9,064
Change+392 (+4%)
Value$405.6K (+$26.5K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares9,354 from 9,354
Change0 (0%)
Value$401.2K (+$10.0K)
Filed 2026-11-04
CGN Advisors LLC
UNCHANGED
Shares9,036 from 9,036
Change0 (0%)
Value$387.6K (+$9.7K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares8,964 from 9,245
Change-281 (-3%)
Value$384.5K (-$2.2K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares8,897 from 8,769
Change+128 (+1%)
Value$381.6K (+$14.9K)
Filed 2026-10-23
Parisi Gray Wealth Management
INCREASED
Shares8,880 from 6,981
Change+1,899 (+27%)
Value$380.9K (+$88.9K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
DECREASED
Shares8,452 from 8,455
Change-3 (0%)
Value$362.5K (+$8.9K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
DECREASED
Shares8,332 from 9,160
Change-828 (-9%)
Value$357.4K (-$25.7K)
Filed 2026-10-05
Bank of New York Mellon Corp
NEW
Shares8,154
Change+8,154
Value$349.7K
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares7,942 from 7,715
Change+227 (+3%)
Value$340.6K (+$18.0K)
Filed 2026-11-02
TKG Advisors, LLC
INCREASED
Shares7,875 from 7,552
Change+323 (+4%)
Value$337.8K (+$21.9K)
Filed 2026-11-02
Cookson Peirce & Co Inc
UNCHANGED
Shares7,793 from 7,793
Change0 (0%)
Value$334.2K (+$8.3K)
Filed 2026-10-30
Guidance Capital, Inc
INCREASED
Shares7,768 from 4,853
Change+2,915 (+60%)
Value$328.5K (+$123.0K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares7,690 from 7,094
Change+596 (+8%)
Value$329.8K (+$33.2K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares7,630 from 7,686
Change-56 (-1%)
Value$327.2K (+$5.8K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares7,183 from 7,354
Change-171 (-2%)
Value$307.9K (-$3.3K)
Filed 2026-10-19
Well Done, LLC
UNCHANGED
Shares7,150 from 7,150
Change0 (0%)
Value$306.7K (+$7.7K)
Filed 2026-10-20
Sutton Place Investors LLC
UNCHANGED
Shares7,055 from 7,055
Change0 (0%)
Value$302.6K (+$7.5K)
Filed 2026-10-20
Spire Wealth Management
UNCHANGED
Shares6,947 from 6,947
Change0 (0%)
Value$298.0K (+$7.4K)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares6,831 from 5,115
Change+1,716 (+34%)
Value$293.0K (+$79.1K)
Filed 2026-11-04
Triad Wealth Partners, LLC
DECREASED
Shares6,651 from 6,761
Change-110 (-2%)
Value$285.3K (-$10.0K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares6,650 from 6,616
Change+34 (+1%)
Value$281.4K (+$976)
Filed 2026-10-08
Studio Investment Management LLC
INCREASED
Shares6,569 from 5,364
Change+1,205 (+22%)
Value$281.7K (+$57.4K)
Filed 2026-10-22
Ridgeline Wealth, LLC
UNCHANGED
Shares6,465 from 6,465
Change0 (0%)
Value$274.8K (+$4.5K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares5,925
Change+5,925
Value$254.1K
Filed 2026-11-03
Southland Equity Partners LLC
NEW
Shares5,807
Change+5,807
Value$249.1K
Filed 2026-10-14
Wedmont Private Capital
UNCHANGED
Shares5,802 from 5,802
Change0 (0%)
Value$244.8K (-$2.1K)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares5,725 from 5,101
Change+624 (+12%)
Value$245.5K (+$32.2K)
Filed 2026-11-04
Equitable Trust Co
UNCHANGED
Shares5,589 from 5,589
Change0 (0%)
Value$239.7K (+$6.0K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
UNCHANGED
Shares5,535 from 5,535
Change0 (0%)
Value$238.9K (+$8.0K)
Filed 2026-10-22
BAM Wealth Management, LLC
UNCHANGED
Shares5,375 from 5,375
Change0 (0%)
Value$230.5K (+$5.8K)
Filed 2026-10-15
Rose Capital Advisors LLC
NEW
Shares5,318
Change+5,318
Value$228.1K
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares5,191 from 5,191
Change0 (0%)
Value$222.6K (+$5.6K)
Filed 2026-10-26
Facet Wealth, Inc.
NEW
Shares5,066
Change+5,066
Value$217.3K
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares5,027
Change+5,027
Value$213
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares4,976 from 5,686
Change-710 (-12%)
Value$213.4K (-$24.4K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
NEW
Shares4,809
Change+4,809
Value$206.3K
Filed 2026-10-20
NWF Advisory Services Inc.
NEW
Shares4,762
Change+4,762
Value$204.2K
Filed 2026-10-19
Elevate Wealth Advisory, Inc
UNCHANGED
Shares4,151 from 4,151
Change0 (0%)
Value$178.0K (+$4.4K)
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares3,496 from 3,452
Change+44 (+1%)
Value$149.9K (+$5.6K)
Filed 2026-10-19
Planning Strategies Inc.
UNCHANGED
Shares3,207 from 3,207
Change0 (0%)
Value$137.5K (+$3.4K)
Filed 2026-10-02
Mather Group, Llc.
UNCHANGED
Shares3,107 from 3,107
Change0 (0%)
Value$133.3K (+$3.3K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares2,669
Change+2,669
Value$114.5K
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares2,596 from 1,950
Change+646 (+33%)
Value$111.3K (+$29.8K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
NEW
Shares2,287
Change+2,287
Value$98.1K
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$86.7K (+$2.2K)
Filed 2026-10-02
Asset Dedication, LLC
NEW
Shares1,780
Change+1,780
Value$76.3K
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares1,381
Change+1,381
Value$59.2K
Filed 2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$41.0K (+$1.0K)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$34.3K (+$856)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$29.7K (+$742)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$25.2K (+$628)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares583
Change+583
Value$25.0K
Filed 2026-10-21
Citigroup Inc
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$24.7K (+$617)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$21.9K (+$548)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares492 from 702
Change-210 (-30%)
Value$21.1K (-$8.3K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares482
Change+482
Value$20.7K
Filed 2026-10-27
Noble Wealth Management PBC
DECREASED
Shares457 from 582
Change-125 (-21%)
Value$19.6K (-$4.7K)
Filed 2026-10-01
Provenance Wealth Advisors, LLC
NEW
Shares423
Change+423
Value$18.1K
Filed 2026-10-30
Morling Financial Advisors, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$17.0K (+$424)
Filed 2026-10-28
Community Financial Services Group, LLC
INCREASED
Shares392 from 369
Change+23 (+6%)
Value$16.6K (+$1.2K)
Filed 2026-10-15
Fortitude Family Office, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$16.5K (+$411)
Filed 2026-10-14
TFC Financial Management, Inc.
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$15.6K (+$390)
Filed 2026-10-26
West Branch Capital LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$15.0K (+$375)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$13.2K (+$330)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$13.0K (+$326)
Filed 2026-10-21
Alpine Bank Wealth Management
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$12.1K (+$303)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares264
Change+264
Value$11.3K
Filed 2026-10-09
Financial Management Professionals, Inc.
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$11.2K (+$280)
Filed 2026-10-23
First Command Advisory Services, Inc.
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$11.1K (+$278)
Filed 2026-11-05
Southern Michigan Bank & Trust
INCREASED
Shares248 from 244
Change+4 (+2%)
Value$10.6K (+$433)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$10.6K (+$263)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$8.3K (+$270)
Filed 2026-10-30
City Holding Co
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$7.7K (+$192)
Filed 2026-10-19
Aspect Partners, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$5.3K (+$131)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$4.7K (+$117)
Filed 2026-10-21
Bayban
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.8K ($0)
Filed 2026-11-05
Nfsg Corp
NEW
Shares62
Change+62
Value$2.7K
Filed 2026-10-15
West Paces Advisors Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.5K (+$62)
Filed 2026-10-13
Kozak & Associates, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.0K (+$30)
Filed 2026-10-29
Independence Bank of Kentucky
NEW
Shares43
Change+43
Value$1.8K
Filed 2026-10-26
Networth Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$829 (+$21)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$429 (+$11)
Filed 2026-10-22
Ascentis Wealth Management, LLC
NEW
Shares6
Change+6
Value$257
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares5 from 65
Change-60 (-92%)
Value$214 (-$2.5K)
Filed 2026-10-08
LJI Wealth Management, LLC
CLOSED
Shares0 from 15,036
Change-15,036 (-100%)
Value$0 (-$628.8K)
Filed 2026-10-28
TBH Global Asset Management, LLC
CLOSED
Shares0 from 7,290
Change-7,290 (-100%)
Value$0 (-$304.9K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 7,203
Change-7,203 (-100%)
Value$0 (-$301.2K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 6,031
Change-6,031 (-100%)
Value$0 (-$252.2K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,708
Change-2,708 (-100%)
Value$0 (-$113.2K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-23
Blue Trust, Inc.
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-15
RMG Wealth Management LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-26
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,638,395
Change-18,638,395 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,983,481
Change-6,983,481 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,821,998
Change-4,821,998 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,445,556
Change-3,445,556 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,910,318
Change-2,910,318 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,612,696
Change-2,612,696 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,679,622
Change-1,679,622 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,525,364
Change-1,525,364 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 930,327
Change-930,327 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 922,290
Change-922,290 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 859,239
Change-859,239 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 801,125
Change-801,125 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 777,057
Change-777,057 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 768,392
Change-768,392 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 543,954
Change-543,954 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 531,449
Change-531,449 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 471,456
Change-471,456 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 468,820
Change-468,820 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 455,066
Change-455,066 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 437,100
Change-437,100 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 419,033
Change-419,033 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 395,843
Change-395,843 (-100%)
Value—
UBS Group AG
N/A
Shares— from 380,907
Change-380,907 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 344,145
Change-344,145 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 340,451
Change-340,451 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 310,737
Change-310,737 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 285,593
Change-285,593 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 268,797
Change-268,797 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 257,118
Change-257,118 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 255,212
Change-255,212 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 250,834
Change-250,834 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 245,583
Change-245,583 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 240,537
Change-240,537 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 226,441
Change-226,441 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 223,625
Change-223,625 (-100%)
Value—
&partners
N/A
Shares— from 201,990
Change-201,990 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 172,700
Change-172,700 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 163,605
Change-163,605 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 158,425
Change-158,425 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 145,191
Change-145,191 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 131,650
Change-131,650 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 126,947
Change-126,947 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 114,117
Change-114,117 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 96,681
Change-96,681 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 96,055
Change-96,055 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 95,650
Change-95,650 (-100%)
Value—
CSS LLC
N/A
Shares— from 90,270
Change-90,270 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 86,103
Change-86,103 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 85,365
Change-85,365 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 81,474
Change-81,474 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 81,010
Change-81,010 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 80,106
Change-80,106 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 79,553
Change-79,553 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 79,232
Change-79,232 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 78,114
Change-78,114 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 77,861
Change-77,861 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 67,874
Change-67,874 (-100%)
Value—
Towle & Co
N/A
Shares— from 63,849
Change-63,849 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 59,380
Change-59,380 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 59,289
Change-59,289 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 57,202
Change-57,202 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 52,994
Change-52,994 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 52,741
Change-52,741 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 50,164
Change-50,164 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 47,351
Change-47,351 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 45,563
Change-45,563 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 45,358
Change-45,358 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 44,305
Change-44,305 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 43,752
Change-43,752 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 42,251
Change-42,251 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 41,890
Change-41,890 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 41,123
Change-41,123 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 39,146
Change-39,146 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 35,957
Change-35,957 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 33,543
Change-33,543 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 32,609
Change-32,609 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 31,799
Change-31,799 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,439
Change-31,439 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 31,005
Change-31,005 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 30,988
Change-30,988 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,359
Change-30,359 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 28,320
Change-28,320 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 27,580
Change-27,580 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,370
Change-26,370 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,802
Change-25,802 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 25,433
Change-25,433 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 24,946
Change-24,946 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 23,924
Change-23,924 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,487
Change-22,487 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 21,718
Change-21,718 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,656
Change-21,656 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 21,083
Change-21,083 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 20,455
Change-20,455 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 20,033
Change-20,033 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,001
Change-18,001 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 17,896
Change-17,896 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 17,419
Change-17,419 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 17,290
Change-17,290 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 17,025
Change-17,025 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 16,536
Change-16,536 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 16,496
Change-16,496 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 15,112
Change-15,112 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 13,896
Change-13,896 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 13,615
Change-13,615 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,463
Change-13,463 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,354
Change-13,354 (-100%)
Value—
Nwam LLC
N/A
Shares— from 13,235
Change-13,235 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,326
Change-12,326 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 9,843
Change-9,843 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 9,324
Change-9,324 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,232
Change-9,232 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,552
Change-8,552 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 8,523
Change-8,523 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 8,072
Change-8,072 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,507
Change-7,507 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,493
Change-6,493 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 5,762
Change-5,762 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 750
Change-750 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
CNB Bank
N/A
Shares— from 590
Change-590 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 556
Change-556 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 542
Change-542 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 431
Change-431 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 260
Change-260 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 221
Change-221 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 111
Change-111 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 61
Change-61 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Kathmere Capital Management, LLC
INCREASED926,720834,075+92,645+11%$34.9M$39.7M+$4.9M2026-10-20
HUB Investment Partners, LLC
INCREASED889,568840,516+49,052+6%$35.2M$38.2M+$3.0M2026-11-03
Alliance Wealth Advisors, LLC
INCREASED783,295712,335+70,960+10%$29.8M$33.6M+$3.8M2026-10-28
Armbruster Capital Management, Inc.
INCREASED672,345671,710+635+0%$28.1M$28.8M+$746.0K2026-10-19
Invenio Wealth Partners LLC
INCREASED585,313582,803+2,510+0%$24.4M$25.1M+$731.3K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED550,777542,683+8,094+1%$23.1M$23.2M+$140.7K2026-10-13
Victory Financial Group, LLC
DECREASED539,712569,773-30,061-5%$23.8M$23.1M-$679.7K2026-10-27
Park Avenue Securities LLC
DECREASED443,793451,343-7,550-2%$18.9M$19.0K-$18.9M2026-10-26
Pioneer Family Office, LLC
INCREASED402,734297,820+104,914+35%$12.5M$17.3M+$4.8M2026-10-30
US Bancorp \de\
DECREASED397,095398,998-1,9030%$16.7M$17.0M+$345.3K2026-11-05
High Probability Advisors, LLC
INCREASED391,131380,882+10,249+3%$15.9M$16.8M+$847.1K2026-10-19
Meridian Financial Partners LLC
INCREASED384,917368,005+16,912+5%$15.6M$16.4M+$777.6K2026-10-23
Ackerman Capital Advisors, LLC
DECREASED378,762379,084-3220%$15.9M$16.2M+$391.8K2026-10-30
Foster Group, Inc.
INCREASED370,192366,991+3,201+1%$15.3M$15.9M+$530.0K2026-10-13
Heck Capital Advisors, LLC
INCREASED326,698309,474+17,224+6%$12.9M$14.0M+$1.1M2026-10-14
Plancorp, LLC
DECREASED312,783316,704-3,921-1%$13.3M$13.2M-$146.3K2026-11-03
Titleist Asset Management, LLC
INCREASED312,323307,919+4,404+1%$12.9M$13.4M+$518.4K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED311,048317,809-6,761-2%$13.3M$13.3M+$50.1K2026-11-03
Commonwealth Equity Services, LLC
INCREASED305,418297,764+7,654+3%$12.5M$13.1M+$646.9K2026-11-02
Farrow Financial, Inc.
DECREASED281,102281,766-6640%$11.8M$12.1M+$273.0K2026-10-30
Systelligence, LLC
INCREASED273,892237,766+36,126+15%$9.9M$10.9M+$987.7K2026-11-05
Kestra Advisory Services, LLC
INCREASED271,598260,398+11,200+4%$10.9M$11.6M+$759.0K2026-11-02
IFP Advisors, Inc
INCREASED271,309251,132+20,177+8%$10.5M$11.6M+$1.1M2026-10-16
RHS Financial, LLC
INCREASED251,289192,303+58,986+31%$8.0M$10.8M+$2.7M2026-10-13
KWB Wealth
DECREASED244,745336,260-91,515-27%$14.1M$10.5M-$3.6M2026-10-16
Ironwood Wealth Management, Inc.
INCREASED230,700230,521+179+0%$9.7M$9.7M-$6.3K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED224,642184,125+40,517+22%$7.7M$9.6K-$7.7M2026-11-02
Thrivent Financial for Lutherans
INCREASED203,738188,072+15,666+8%$7.9M$8.7M+$873.0K2026-11-05
Trust Point Inc.
DECREASED189,907200,579-10,672-5%$8.4M$8.1M-$243.1K2026-10-27
Parallel Advisors, LLC
INCREASED189,626189,356+270+0%$7.9M$8.1M+$214.2K2026-11-03
Jnba Financial Advisors
DECREASED180,568181,385-8170%$7.6M$7.7M+$159.0K2026-11-03
Good Harbor Advisors, Inc.
INCREASED168,337163,229+5,108+3%$6.8M$7.2M+$393.6K2026-10-20
Riversedge Advisors, LLC
INCREASED163,420155,273+8,147+5%$6.5M$7.0M+$515.6K2026-10-09
McBroom & Associates, LLC
INCREASED143,612137,115+6,497+5%$5.7M$6.2M+$425.4K2026-10-29
ShoreHaven Wealth Partners, LLC
DECREASED126,700129,310-2,610-2%$5.4M$5.4M+$26.4K2026-10-16
Vise Technologies, Inc.
INCREASED124,973107,822+17,151+16%$4.5M$5.4M+$851.0K2026-10-29
Prosperity Planning, Inc.
DECREASED118,289122,191-3,902-3%$5.1M$5.1M-$36.6K2026-10-09
Sagespring Wealth Partners, LLC
DECREASED116,332119,991-3,659-3%$5.0M$5.0M-$28.5K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED115,24689,037+26,209+29%$3.7M$4.9M+$1.2M2026-10-16
Truist Financial Corp
INCREASED100,05298,857+1,195+1%$4.1M$4.3M+$157.0K2026-10-30
Kestra Private Wealth Services, LLC
INCREASED96,60957,393+39,216+68%$2.4M$4.1M+$1.7M2026-10-30
Cypress Wealth Services, LLC
DECREASED83,49185,628-2,137-2%$3.6M$3.5M-$48.5K2026-10-21
Cobblestone Asset Management LLC
INCREASED77,89776,445+1,452+2%$3.2M$3.3M+$144.1K2026-10-13
Valued Wealth Advisors LLC
INCREASED72,55868,115+4,443+7%$2.8M$3.1M+$263.5K2026-11-05
TSA Wealth Managment LLC
DECREASED71,93573,838-1,903-3%$3.1M$3.1M-$2.6K2026-10-22
Balance Wealth Partners LLC
DECREASED70,96376,553-5,590-7%$3.2M$3.0M-$157.9K2026-10-27
Creative Planning
INCREASED69,68357,162+12,521+22%$2.4M$3.0M+$598.2K2026-11-02
Cassilly Financial Group LLC
DECREASED69,03969,758-719-1%$2.9M$3.0M+$43.8K2026-10-07
Bell Investment Advisors, Inc
DECREASED68,71068,994-2840%$2.9M$2.9M+$61.6K2026-10-29
Fifth Third Securities, Inc.
NEW66,339—+66,339——$2.8M—2026-10-21
Foguth Wealth Management, Llc.
NEW64,714—+64,714——$2.8M—2026-10-19
WealthPlan Investment Management, LLC
DECREASED62,90763,280-373-1%$2.6M$2.7M+$51.7K2026-10-15
Saxon Interests, Inc.
INCREASED62,77057,287+5,483+10%$2.4M$2.7M+$296.5K2026-10-26
Strategic Blueprint, LLC
DECREASED62,64463,481-837-1%$2.7M$2.7M+$32.0K2026-10-22
One Advisory Partners, LLC
DECREASED62,22769,301-7,074-10%$2.9M$2.7M-$229.3K2026-10-22
Simplicity Wealth,LLC
INCREASED59,59542,612+16,983+40%$1.8M$2.6M+$774.0K2026-10-23
William John Sempolinski
UNCHANGED58,12558,12500%$2.4M$2.5M+$62.2K2026-10-20
Breakwater Capital Group
INCREASED50,96650,019+947+2%$2.1M$2.2M+$94.1K2026-10-09
Ascentis Independent Advisors
NEW49,933—+49,933——$2.1M—2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED49,58749,58700%$2.1M$2.1M+$53.1K2026-10-29
Cogent Strategic Wealth LLC
UNCHANGED48,16248,16200%$2.0M$2.1M+$51.5K2026-10-22
USAdvisors Wealth Management, LLC
INCREASED42,49538,790+3,705+10%$1.6M$1.8K-$1.6M2026-10-21
Beacon Financial Group
INCREASED42,40942,354+55+0%$1.8M$1.8M+$47.7K2026-10-19
Whelan Financial
INCREASED42,24229,604+12,638+43%$1.2M$1.8M+$573.7K2026-10-28
Prospera Financial Services Inc
INCREASED41,16633,601+7,565+23%$1.4M$1.7M+$330.7K2026-11-04
Horst & Graben Wealth Management LLC
DECREASED39,29539,749-454-1%$1.7M$1.7M+$26.2K2026-11-02
W Advisors, LLC
DECREASED38,84939,108-259-1%$1.6M$1.7M+$30.7K2026-11-02
Granville Capital, Inc.
DECREASED36,36239,145-2,783-7%$1.6M$1.6M-$77.5K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED33,55932,305+1,254+4%$1.4M$1.4M+$88.4K2026-11-05
Squire Investment Management Company, LLC
UNCHANGED33,06133,06100%$1.4M$1.4M+$35.4K2026-11-03
Wise Wealth Partners
DECREASED31,19534,107-2,912-9%$1.4M$1.3M-$88.4K2026-10-14
Affinity Capital Advisors, LLC
DECREASED29,40529,542-1370%$1.3M$1.2M-$21.2K2026-10-13
Guardian Asset Advisors, LLC
DECREASED29,35440,354-11,000-27%$1.7M$1.3M-$428.7K2026-10-16
JDH Wealth Management, LLC
UNCHANGED28,57828,57800%$1.2M$1.2M+$30.6K2026-10-20
G&S Capital LLC
DECREASED27,88329,364-1,481-5%$1.2M$1.2M-$32.1K2026-10-23
Altrius Capital Management Inc
DECREASED26,42126,676-255-1%$1.1M$1.1M+$17.6K2026-11-05
Csenge Advisory Group
DECREASED25,73225,791-590%$1.1M$1.1M+$25.1K2026-11-04
Johnson Bixby & Associates, LLC
INCREASED25,68425,491+193+1%$1.1M$1.1M+$35.6K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED24,42524,42500%$1.0M$1.0M+$26.1K2026-10-27
TD Waterhouse Canada Inc.
DECREASED23,94929,165-5,216-18%$1.2M$1.0M-$204.4K2026-10-16
Vision Capital Management, Inc.
UNCHANGED23,30523,30500%$974.6K$999.6K+$24.9K2026-10-20
Braun-Bostich & Associates Inc.
DECREASED22,98923,311-322-1%$974.9K$986.0K+$11.1K2026-10-20
Brighton Jones LLC
INCREASED22,46220,939+1,523+7%$875.7K$963.4K+$87.7K2026-11-03
Index Fund Advisors, Inc.
DECREASED22,44923,919-1,470-6%$1.0M$962.8K-$37.4K2026-11-05
Firethorn Wealth Partners, LLC
DECREASED22,09224,959-2,867-11%$1.0M$947.5K-$96.2K2026-10-14
Asempa Wealth Advisors
DECREASED21,96922,039-700%$921.7K$929.1K+$7.4K2026-10-07
Nicholas Hoffman & Company, Llc.
UNCHANGED20,91320,91300%$874.6K$897.0K+$22.4K2026-10-30
VestGen Advisors, LLC
DECREASED20,39921,400-1,001-5%$895.0K$874.9K-$20.0K2026-10-27
Farther Finance Advisors, LLC
DECREASED20,38225,278-4,896-19%$1.1M$874.2K-$182.9K2026-10-08
Ascent Group, LLC
DECREASED20,08225,402-5,320-21%$1.1M$861.3K-$201.0K2026-10-30
Centerline Wealth Advisors, LLC
DECREASED19,41819,742-324-2%$825.6K$832.8K+$7.2K2026-10-15
Lauterbach Financial Advisors, LLC
UNCHANGED19,12119,12100%$799.6K$820.1K+$20.5K2026-10-21
Perigon Wealth Management, LLC
INCREASED18,5706,025+12,545+208%$252.0K$796.5K+$544.5K2026-10-22
Unique Wealth, LLC
INCREASED17,49617,329+167+1%$724.7K$750.4K+$25.7K2026-10-16
Aprio Wealth Management, LLC
DECREASED16,84616,996-150-1%$710.8K$722.5K+$11.8K2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED16,48319,348-2,865-15%$809.1K$707.0K-$102.2K2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED16,30117,543-1,242-7%$733.6K$699.2K-$34.5K2026-10-13
Fifth Third Bancorp
DECREASED14,26315,190-927-6%$635.2K$611.7K-$23.5K2026-11-05
Peirce Capital Management, LLC
UNCHANGED13,94613,94600%$583.2K$598.1K+$14.9K2026-10-19
Baron Wealth Management LLC
UNCHANGED13,46913,46900%$563.3K$577.7K+$14.4K2026-10-27
Warren Street Wealth Advisors, LLC
DECREASED12,72212,742-200%$532.9K$545.6K+$12.8K2026-11-04
Capstone Wealth Management, LLC
UNCHANGED12,12912,12900%$507.2K$520.2K+$13.0K2026-11-02
Collective Family Office LLC
UNCHANGED12,07812,07800%$505.1K$518.0K+$12.9K2026-10-05
Philadelphia Trust Co
UNCHANGED12,00012,00000%$502.0K$513.0K+$11.0K2026-11-05
Hoxton Planning & Management, LLC
DECREASED11,08811,379-291-3%$475.9K$475.6K-$3022026-10-15
Kelly Financial Services LLC
DECREASED10,49215,614-5,122-33%$653.0K$450.0K-$203.0K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED10,45010,45000%$437.0K$448.2K+$11.2K2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED10,42510,42500%$436.0K$447.1K+$11.2K2026-10-08
Elevation Wealth Management LLC
DECREASED10,11810,249-131-1%$428.6K$434.0K+$5.3K2026-11-02
Avion Wealth
DECREASED10,06210,063-10%$420.0K$431.0K+$11.0K2026-11-04
MGO One Seven LLC
DECREASED9,69212,007-2,315-19%$502.1K$415.7K-$86.5K2026-10-28
Kaufman Rossin Wealth, LLC
UNCHANGED9,6769,67600%$408.8K$415.0K+$6.2K2026-10-19
MMA Asset Management LLC
NEW9,635—+9,635——$413.2K—2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED9,4569,064+392+4%$379.1K$405.6K+$26.5K2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED9,3549,35400%$391.2K$401.2K+$10.0K2026-11-04
CGN Advisors LLC
UNCHANGED9,0369,03600%$377.9K$387.6K+$9.7K2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED8,9649,245-281-3%$386.6K$384.5K-$2.2K2026-10-14
HB Wealth Management, LLC
INCREASED8,8978,769+128+1%$366.7K$381.6K+$14.9K2026-10-23
Parisi Gray Wealth Management
INCREASED8,8806,981+1,899+27%$292.0K$380.9K+$88.9K2026-10-16
Accelerate Investment Advisors LLC
DECREASED8,4528,455-30%$353.6K$362.5K+$8.9K2026-11-02
Rosenberg Matthew Hamilton
DECREASED8,3329,160-828-9%$383.1K$357.4K-$25.7K2026-10-05
Bank of New York Mellon Corp
NEW8,154—+8,154——$349.7K—2026-11-05
MacKenzie Financial Corp
INCREASED7,9427,715+227+3%$322.6K$340.6K+$18.0K2026-11-02
TKG Advisors, LLC
INCREASED7,8757,552+323+4%$315.8K$337.8K+$21.9K2026-11-02
Cookson Peirce & Co Inc
UNCHANGED7,7937,79300%$325.9K$334.2K+$8.3K2026-10-30
Guidance Capital, Inc
INCREASED7,7684,853+2,915+60%$205.5K$328.5K+$123.0K2026-11-03
Trilogy Capital Inc.
INCREASED7,6907,094+596+8%$296.7K$329.8K+$33.2K2026-10-20
Fiduciary Alliance LLC
DECREASED7,6307,686-56-1%$321.4K$327.2K+$5.8K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED7,1837,354-171-2%$311.2K$307.9K-$3.3K2026-10-19
Well Done, LLC
UNCHANGED7,1507,15000%$299.0K$306.7K+$7.7K2026-10-20
Sutton Place Investors LLC
UNCHANGED7,0557,05500%$295.0K$302.6K+$7.5K2026-10-20
Spire Wealth Management
UNCHANGED6,9476,94700%$290.5K$298.0K+$7.4K2026-10-30
AlphaCore Capital LLC
INCREASED6,8315,115+1,716+34%$213.9K$293.0K+$79.1K2026-11-04
Triad Wealth Partners, LLC
DECREASED6,6516,761-110-2%$295.2K$285.3K-$10.0K2026-10-26
Apella Capital, LLC
INCREASED6,6506,616+34+1%$280.4K$281.4K+$9762026-10-08
Studio Investment Management LLC
INCREASED6,5695,364+1,205+22%$224.3K$281.7K+$57.4K2026-10-22
Ridgeline Wealth, LLC
UNCHANGED6,4656,46500%$270.4K$274.8K+$4.5K2026-10-14
StoneX Group Inc.
NEW5,925—+5,925——$254.1K—2026-11-03
Southland Equity Partners LLC
NEW5,807—+5,807——$249.1K—2026-10-14
Wedmont Private Capital
UNCHANGED5,8025,80200%$246.9K$244.8K-$2.1K2026-10-09
Lido Advisors, LLC
INCREASED5,7255,101+624+12%$213.3K$245.5K+$32.2K2026-11-04
Equitable Trust Co
UNCHANGED5,5895,58900%$233.7K$239.7K+$6.0K2026-10-13
Symphony Financial, Ltd. Co.
UNCHANGED5,5355,53500%$230.9K$238.9K+$8.0K2026-10-22
BAM Wealth Management, LLC
UNCHANGED5,3755,37500%$224.8K$230.5K+$5.8K2026-10-15
Rose Capital Advisors LLC
NEW5,318—+5,318——$228.1K—2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED5,1915,19100%$217.1K$222.6K+$5.6K2026-10-26
Facet Wealth, Inc.
NEW5,066—+5,066——$217.3K—2026-11-04
M Holdings Securities, Inc.
NEW5,027—+5,027——$213—2026-11-03
Brookstone Capital Management
DECREASED4,9765,686-710-12%$237.8K$213.4K-$24.4K2026-10-22
Prime Capital Investment Advisors, LLC
NEW4,809—+4,809——$206.3K—2026-10-20
NWF Advisory Services Inc.
NEW4,762—+4,762——$204.2K—2026-10-19
Elevate Wealth Advisory, Inc
UNCHANGED4,1514,15100%$173.6K$178.0K+$4.4K2026-10-29
Clark Wealth Partners
INCREASED3,4963,452+44+1%$144.4K$149.9K+$5.6K2026-10-19
Planning Strategies Inc.
UNCHANGED3,2073,20700%$134.1K$137.5K+$3.4K2026-10-02
Mather Group, Llc.
UNCHANGED3,1073,10700%$129.9K$133.3K+$3.3K2026-10-14
Simplex Trading, LLC
NEW2,669—+2,669——$114.5K—2026-11-04
Assetmark, Inc
INCREASED2,5961,950+646+33%$81.6K$111.3K+$29.8K2026-10-21
Physician Wealth Advisors, Inc.
NEW2,287—+2,287——$98.1K—2026-10-20
Versant Capital Management, Inc
UNCHANGED2,0212,02100%$84.5K$86.7K+$2.2K2026-10-02
Asset Dedication, LLC
NEW1,780—+1,780——$76.3K—2026-11-03
Foresight Capital Management Advisors, Inc.
NEW1,381—+1,381——$59.2K—2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED95795700%$40.0K$41.0K+$1.0K2026-10-20
Signaturefd, LLC
UNCHANGED80080000%$33.4K$34.3K+$8562026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED69369300%$29.0K$29.7K+$7422026-10-27
Abound Wealth Management
UNCHANGED58758700%$24.5K$25.2K+$6282026-10-26
Root Financial Partners, LLC
NEW583—+583——$25.0K—2026-10-21
Citigroup Inc
UNCHANGED57657600%$24.1K$24.7K+$6172026-11-04
Harbor Asset Planning, Inc.
UNCHANGED51151100%$21.4K$21.9K+$5482026-10-23
Cullen T Bankers, Inc.
DECREASED492702-210-30%$29.4K$21.1K-$8.3K2026-10-28
Latitude Advisors, LLC
NEW482—+482——$20.7K—2026-10-27
Noble Wealth Management PBC
DECREASED457582-125-21%$24.3K$19.6K-$4.7K2026-10-01
Provenance Wealth Advisors, LLC
NEW423—+423——$18.1K—2026-10-30
Morling Financial Advisors, LLC
UNCHANGED39739700%$16.6K$17.0K+$4242026-10-28
Community Financial Services Group, LLC
INCREASED392369+23+6%$15.4K$16.6K+$1.2K2026-10-15
Fortitude Family Office, LLC
UNCHANGED38438400%$16.1K$16.5K+$4112026-10-14
TFC Financial Management, Inc.
UNCHANGED36436400%$15.2K$15.6K+$3902026-10-26
West Branch Capital LLC
UNCHANGED35035000%$14.6K$15.0K+$3752026-10-20
Parkside Financial Bank & Trust
UNCHANGED30830800%$12.9K$13.2K+$3302026-10-27
Princeton Global Asset Management LLC
UNCHANGED30430400%$12.7K$13.0K+$3262026-10-21
Alpine Bank Wealth Management
UNCHANGED28328300%$11.8K$12.1K+$3032026-10-16
GK Wealth Management LLC
NEW264—+264——$11.3K—2026-10-09
Financial Management Professionals, Inc.
UNCHANGED26226200%$11.0K$11.2K+$2802026-10-23
First Command Advisory Services, Inc.
UNCHANGED25925900%$10.8K$11.1K+$2782026-11-05
Southern Michigan Bank & Trust
INCREASED248244+4+2%$10.2K$10.6K+$4332026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED24624600%$10.3K$10.6K+$2632026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED19219200%$8.0K$8.3K+$2702026-10-30
City Holding Co
UNCHANGED17917900%$7.5K$7.7K+$1922026-10-19
Aspect Partners, LLC
UNCHANGED12312300%$5.1K$5.3K+$1312026-10-20
PFS Partners, LLC
UNCHANGED10910900%$4.6K$4.7K+$1172026-10-21
Bayban
UNCHANGED666600%$2.8K$2.8K$02026-11-05
Nfsg Corp
NEW62—+62——$2.7K—2026-10-15
West Paces Advisors Inc.
UNCHANGED585800%$2.4K$2.5K+$622026-10-13
Kozak & Associates, Inc.
UNCHANGED464600%$1.9K$2.0K+$302026-10-29
Independence Bank of Kentucky
NEW43—+43——$1.8K—2026-10-26
Networth Advisors, LLC
UNCHANGED191900%$808$829+$212026-11-03
Farmers & Merchants Investments Inc
UNCHANGED101000%$418$429+$112026-10-22
Ascentis Wealth Management, LLC
NEW6—+6——$257—2026-11-03
CoreCap Advisors, LLC
DECREASED565-60-92%$2.7K$214-$2.5K2026-10-08
LJI Wealth Management, LLC
CLOSED015,036-15,036-100%$628.8K$0-$628.8K2026-10-28
TBH Global Asset Management, LLC
CLOSED07,290-7,290-100%$304.9K$0-$304.9K2026-11-03
Redhawk Wealth Advisors, Inc.
CLOSED07,203-7,203-100%$301.2K$0-$301.2K2026-10-14
Avantax Planning Partners, Inc.
CLOSED06,031-6,031-100%$252.2K$0-$252.2K2026-11-03
AdvisorNet Financial, Inc
CLOSED02,708-2,708-100%$113.2K$0-$113.2K2026-10-15
Stone House Investment Management, LLC
CLOSED0550-550-100%$23.0K$0-$23.0K2026-10-23
Blue Trust, Inc.
CLOSED092-92-100%$3.8K$0-$3.8K2026-10-15
RMG Wealth Management LLC
CLOSED022-22-100%$2.4K$0-$2.4K2026-10-26
Northwestern Mutual Wealth Management Co
N/A—18,638,395-18,638,395-100%$779.5M———
FMR LLC
N/A—6,983,481-6,983,481-100%$292.0M———
JPMorgan Chase & Co
N/A—4,821,998-4,821,998-100%$201.2M———
Mercer Global Advisors Inc
N/A—3,445,556-3,445,556-100%$144.1M———
LPL Financial LLC
N/A—2,910,318-2,910,318-100%$121.7M———
Savvy Advisors, Inc.
N/A—2,612,696-2,612,696-100%$109.3M———
Morgan Stanley
N/A—1,679,622-1,679,622-100%$70.2M———
Bank of America Corp
N/A—1,525,364-1,525,364-100%$63.8M———
Ameriprise Financial Inc
N/A—930,327-930,327-100%$38.9M———
Focus Partners Wealth
N/A—922,290-922,290-100%$38.6M———
Osaic Holdings, Inc.
N/A—859,239-859,239-100%$35.9M———
Janney Montgomery Scott LLC
N/A—801,125-801,125-100%$33.5M———
Envestnet Asset Management Inc
N/A—777,057-777,057-100%$32.5M———
Capital Advisors Inc
N/A—768,392-768,392-100%$32.1M———
Jane Street Group, LLC
N/A—543,954-543,954-100%$22.7M———
Raymond James Financial Inc
N/A—531,449-531,449-100%$22.2M———
Royal Bank of Canada
N/A—471,456-471,456-100%$19.7M———
Cetera Investment Advisers
N/A—468,820-468,820-100%$19.6M———
MML Investors Services, LLC
N/A—455,066-455,066-100%$19.0M———
Erste Asset Management GmbH
N/A—437,100-437,100-100%$18.2M———
Integrated Wealth Concepts LLC
N/A—419,033-419,033-100%$17.5M———
AdvisorShares Investments LLC
N/A—395,843-395,843-100%$16.6M———
UBS Group AG
N/A—380,907-380,907-100%$15.9M———
OneDigital Investment Advisors LLC
N/A—344,145-344,145-100%$14.4M———
Private Advisor Group, LLC
N/A—340,451-340,451-100%$14.2M———
Freedom Investment Management, Inc.
N/A—310,737-310,737-100%$13.0M———
One Wealth Advisors, LLC
N/A—285,593-285,593-100%$11.9M———
Atlas Capital Advisors Inc.
N/A—268,797-268,797-100%$11.2M———
Rockefeller Capital Management L.P.
N/A—257,118-257,118-100%$10.8M———
Goldman Sachs Group Inc
N/A—255,212-255,212-100%$10.7M———
HighTower Advisors, LLC
N/A—250,834-250,834-100%$10.5M———
Per Stirling Capital Management, Llc.
N/A—245,583-245,583-100%$10.3M———
Focus Partners Advisor Solutions, LLC
N/A—240,537-240,537-100%$10.1M———
Sanctuary Advisors, LLC
N/A—226,441-226,441-100%$9.5M———
Aptus Capital Advisors, LLC
N/A—223,625-223,625-100%$9.4M———
&partners
N/A—201,990-201,990-100%$8.5M———
TLT Family Holdco ULC
N/A—172,700-172,700-100%$7.2M———
CoreFirst Bank & Trust
N/A—163,605-163,605-100%$6.8M———
NewEdge Advisors, LLC
N/A—158,425-158,425-100%$6.6M———
Keebeck Wealth Management
N/A—145,191-145,191-100%$6.1M———
Arax Advisory Partners
N/A—131,650-131,650-100%$5.5M———
Stifel Financial Corp
N/A—126,947-126,947-100%$5.3M———
SCS Capital Management LLC
N/A—114,117-114,117-100%$4.8M———
World Investment Advisors
N/A—96,681-96,681-100%$3.8M———
PMG Wealth Management, Inc.
N/A—96,055-96,055-100%$4.0M———
IHT Wealth Management, LLC
N/A—95,650-95,650-100%$4.0M———
CSS LLC
N/A—90,270-90,270-100%$3.8M———
Cerity Partners LLC
N/A—86,103-86,103-100%$3.6M———
Kickstand Ventures, Llc.
N/A—85,365-85,365-100%$3.6M———
Tacita Capital Inc
N/A—81,474-81,474-100%$3.4M———
Clayton Partners LLC
N/A—81,010-81,010-100%$3.4M———
Quantum Portfolio Management LLC
N/A—80,106-80,106-100%$3.4M———
Global Retirement Partners, LLC
N/A—79,553-79,553-100%$3.3M———
Vance Wealth, LLC
N/A—79,232-79,232-100%$3.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—78,114-78,114-100%$3.3M———
Harbour Wealth Management Group, Inc.
N/A—77,861-77,861-100%$3.3M———
Equitable Holdings, Inc.
N/A—67,874-67,874-100%$2.8M———
Towle & Co
N/A—63,849-63,849-100%$2.7M———
JBF Capital, Inc.
N/A—60,000-60,000-100%$2.5M———
Red Wave Investments LLC
N/A—59,380-59,380-100%$2.5M———
BlackRock, Inc.
N/A—59,289-59,289-100%$2.5M———
Empowered Funds, LLC
N/A—57,202-57,202-100%$2.4M———
Wealth Alliance, LLC
N/A—52,994-52,994-100%$2.2M———
Allworth Financial LP
N/A—52,741-52,741-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—50,164-50,164-100%$2.1M———
AQR Capital Management LLC
N/A—47,351-47,351-100%$2.0M———
Sequoia Financial Advisors, LLC
N/A—45,563-45,563-100%$1.9M———
Maimon Wealth Management Ltd.
N/A—45,358-45,358-100%$1.9M———
Regal Investment Advisors LLC
N/A—44,305-44,305-100%$1.9M———
Captrust Financial Advisors
N/A—43,752-43,752-100%$1.8M———
Index Technologies Group LLC
N/A—42,251-42,251-100%$1.8M———
Mayflower Financial Advisors, LLC
N/A—41,890-41,890-100%$1.8M———
Mariner, LLC
N/A—41,123-41,123-100%$1.7M———
EP Wealth Advisors, LLC
N/A—39,146-39,146-100%$1.6M———
Greenline Wealth Management LLC
N/A—35,957-35,957-100%$1.5M———
Waverly Advisors, LLC
N/A—33,543-33,543-100%$1.4M———
Cornerstone Advisors Asset Management, LLC
N/A—32,609-32,609-100%$1.4M———
Northern Trust Corp
N/A—31,799-31,799-100%$1.3M———
Advisory Services Network, LLC
N/A—31,439-31,439-100%$1.3M———
Stokes Family Office, LLC
N/A—31,005-31,005-100%$1.3M———
Quantinno Capital Management LP
N/A—30,988-30,988-100%$1.3M———
Cresset Asset Management, LLC
N/A—30,359-30,359-100%$1.3M———
Brand Asset Management Group, Inc.
N/A—28,320-28,320-100%$1.2M———
MA Private Wealth
N/A—27,580-27,580-100%$1.2M———
Benjamin Edwards Inc
N/A—26,370-26,370-100%$1.1M———
Summit Financial, LLC
N/A—25,802-25,802-100%$1.1M———
Shared Vision Wealth Group LLC
N/A—25,433-25,433-100%$1.1M———
Stonebrook Private Inc.
N/A—24,946-24,946-100%$1.0M———
Wealthfront Advisers LLC
N/A—23,924-23,924-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—22,487-22,487-100%$940.4K———
Wealthgarden F.S. LLC
N/A—21,718-21,718-100%$908.2K———
O'shaughnessy Asset Management, LLC
N/A—21,656-21,656-100%$905.7K———
Sfmg, LLC
N/A—21,083-21,083-100%$881.7K———
Jackson Thornton Wealth Management, LLC
N/A—20,455-20,455-100%$855.4K———
Savant Capital, LLC
N/A—20,033-20,033-100%$837.8K———
Envestnet Portfolio Solutions, Inc.
N/A—18,001-18,001-100%$752.8K———
Flow Traders U.S. LLC
N/A—17,896-17,896-100%$748.0K———
Calton & Associates, Inc.
N/A—17,419-17,419-100%$728.5K———
Smartleaf Asset Management LLC
N/A—17,290-17,290-100%$721.3K———
Vistica Wealth Advisors, LLC
N/A—17,025-17,025-100%$712.0K———
Strategic Financial Concepts, LLC
N/A—16,536-16,536-100%$691.5K———
Drive Wealth Management, LLC
N/A—16,496-16,496-100%$689.9K———
Moneta Group Investment Advisors LLC
N/A—15,513-15,513-100%$648.8K———
Earned Wealth Advisors, LLC
N/A—15,112-15,112-100%$632.0K———
Merit Financial Group, LLC
N/A—14,539-14,539-100%$608.0K———
Curtis Wealth Management LLC
N/A—13,896-13,896-100%$581.1K———
Composition Wealth, LLC
N/A—13,615-13,615-100%$569.4K———
Cary Street Partners Investment Advisory LLC
N/A—13,463-13,463-100%$563.0K———
CIBC Bancorp USA Inc.
N/A—13,354-13,354-100%$558.5K———
Nwam LLC
N/A—13,235-13,235-100%$553.5K———
Kovack Advisors, Inc.
N/A—13,021-13,021-100%$544.5K———
Wealthspire Advisors, LLC
N/A—13,006-13,006-100%$543.9K———
Bleakley Financial Group, LLC
N/A—12,326-12,326-100%$515.5K———
Rathbones Group PLC
N/A—10,068-10,068-100%$421.0K———
Orcam Financial Group
N/A—9,843-9,843-100%$411.7K———
Ariadne Wealth Management, LP
N/A—9,810-9,810-100%$410.3K———
Lansing Street Advisors
N/A—9,632-9,632-100%$402.8K———
John A. Wolfe & Associates, Inc.
N/A—9,324-9,324-100%$389.9K———
Western Wealth Management, LLC
N/A—9,312-9,312-100%$389.4K———
HRT Financial LP
N/A—9,232-9,232-100%$386.0K———
MB Generational Wealth, LLC
N/A—8,985-8,985-100%$375.8K———
Mainstay Capital Management LLC
N/A—8,673-8,673-100%$362.7K———
Choate Investment Advisors
N/A—8,552-8,552-100%$357.6K———
KEB Asset Management, LLC
N/A—8,523-8,523-100%$356.4K———
Dorsey & Whitney Trust Co LLC
N/A—8,500-8,500-100%$355.5K———
Benningfield Financial Advisors, LLC
N/A—8,132-8,132-100%$340.1K———
Magnolia Private Wealth, LLC
N/A—8,072-8,072-100%$337.6K———
Ameriflex Group, Inc.
N/A—7,909-7,909-100%$330.8K———
Theory Financial LLC
N/A—7,762-7,762-100%$324.6K———
National Bank of Canada
N/A—7,507-7,507-100%$313.9K———
CIBC World Market Inc.
N/A—7,300-7,300-100%$305.3K———
Transcend Capital Advisors, LLC
N/A—7,040-7,040-100%$294.4K———
Platform Wealth Management, LLC
N/A—6,807-6,807-100%$284.7K———
Brown Advisory Inc
N/A—6,635-6,635-100%$277.5K———
Diversified Trust Co
N/A—6,623-6,623-100%$277.0K———
5T Wealth, LLC
N/A—6,563-6,563-100%$274.5K———
NewEdge Wealth, LLC
N/A—6,493-6,493-100%$271.6K———
OneAscent Financial Services LLC
N/A—6,337-6,337-100%$265.0K———
Orion Porfolio Solutions, LLC
N/A—6,094-6,094-100%$254.9K———
Elgethun Capital Management
N/A—5,820-5,820-100%$243.4K———
CreativeOne Wealth, LLC
N/A—5,798-5,798-100%$242.5K———
HBE Wealth Management, LLC
N/A—5,762-5,762-100%$241.0K———
Twin Peaks Wealth Advisors, LLC
N/A—5,602-5,602-100%$234.3K———
Pathstone Holdings, LLC
N/A—5,507-5,507-100%$230.3K———
Valmark Advisers, Inc.
N/A—5,450-5,450-100%$227.9K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,243-5,243-100%$219.2K———
Fortis Capital Management LLC
N/A—5,190-5,190-100%$217.1K———
Davis Wealth Advisors, LLC
N/A—5,119-5,119-100%$214.1K———
Florida Financial Advisors, LLC
N/A—4,977-4,977-100%$208.1K———
SOA Wealth Advisors, Llc.
N/A—4,883-4,883-100%$204.2K———
Mosaic Financial Group, LLC
N/A—4,787-4,787-100%$200.0K———
Bruce G. Allen Investments, LLC
N/A—4,332-4,332-100%$181.2K———
Steward Partners Investment Advisory, LLC
N/A—4,211-4,211-100%$176.1K———
Talisman Wealth Advisors LLC
N/A—4,188-4,188-100%$290.8K———
Capital Analysts, LLC
N/A—3,948-3,948-100%$135.0K———
Atomic Invest LLC
N/A—3,765-3,765-100%$157.2K———
Smithfield Trust Co
N/A—3,620-3,620-100%$151.0K———
Institute for Wealth Management, Llc.
N/A—3,584-3,584-100%$149.9K———
New Republic Capital, LLC
N/A—3,205-3,205-100%$134.0K———
PNC Financial Services Group, Inc.
N/A—2,801-2,801-100%$117.1K———
AE Wealth Management LLC
N/A—2,755-2,755-100%$115.2K———
Russell Investments Group, Ltd.
N/A—2,658-2,658-100%$111.2K———
Geneos Wealth Management Inc.
N/A—2,437-2,437-100%$101.9K———
Manning & Napier Advisors LLC
N/A—2,353-2,353-100%$98.4K———
Clearstead Advisors, LLC
N/A—2,343-2,343-100%$98.0K———
Strategic Wealth Partners, Ltd.
N/A—1,845-1,845-100%$77.2K———
Glenmede Trust Co NA
N/A—1,629-1,629-100%$68.1K———
Bank of Montreal
N/A—1,552-1,552-100%$64.9K———
Wells Fargo & Company
N/A—1,548-1,548-100%$64.7K———
Hollencrest Capital Management
N/A—1,391-1,391-100%$58.2K———
Rothschild Investment LLC
N/A—1,209-1,209-100%$50.5K———
Delos Wealth Advisors, LLC
N/A—1,186-1,186-100%$49.6K———
Crews Bank & Trust
N/A—750-750-100%$31.4K———
Dunhill Financial, LLC
N/A—725-725-100%$30.3K———
1 North Wealth Services LLC
N/A—707-707-100%$29.6K———
Raffa Wealth Management, LLC
N/A—699-699-100%$29.2K———
Walsh & Associates, LLC
N/A—650-650-100%$27.2K———
CNB Bank
N/A—590-590-100%$24.7K———
Ancora Advisors LLCA
N/A—556-556-100%$23.3K———
Harbour Investments, Inc.
N/A—542-542-100%$22.7K———
Vanguard Advisers Inc
N/A—431-431-100%$18.0K———
Millstone Evans Group, LLC
N/A—287-287-100%$12.0K———
Fiduciary Financial Advisors
N/A—260-260-100%$10.9K———
Johnson Financial Group, Inc.
N/A—229-229-100%$9.6K———
PlanVest Financial, Inc
N/A—221-221-100%$9.2K———
Anchor Bay Capital, Inc.
N/A—111-111-100%$4.9K———
Jones Financial Companies Lllp
N/A—111-111-100%$4.6K———
IFG Advisory, LLC
N/A—73-73-100%$3.1K———
Rialto Wealth Management, LLC
N/A—71-71-100%$3.0K———
BFC Planning, Inc.
N/A—70-70-100%$2.9K———
SHP Wealth Management
N/A—61-61-100%$2.6K———
Cary Street Partners Financial LLC
N/A—56-56-100%$2.3K———
Hantz Financial Services, Inc.
N/A—34-34-100%$1———
JPL Wealth Management, LLC
N/A—30-30-100%$1.3K———
Addison Advisors LLC
N/A—18-18-100%$753———
Kilter Group LLC
N/A—1-1-100%$46———
Showing 402 of 402 institutions