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Ishares Trust Ishares ESG AW (ESGD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
DECREASED
Shares1,238,579 from 1,287,442
Change-48,863 (-4%)
Value$127.6M (-$4.7M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares962,440 from 975,966
Change-13,526 (-1%)
Value$99.2M (-$1.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares874,031 from 846,705
Change+27,326 (+3%)
Value$90.1M (+$3.0M)
Filed 2026-11-02
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares775,300 from 775,300
Change0 (0%)
Value$79.9M (+$186.1K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares609,730 from 597,951
Change+11,779 (+2%)
Value$62.8M (+$1.4M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares598,515 from 615,682
Change-17,167 (-3%)
Value$61.7M (-$1.6M)
Filed 2026-11-05
IMPACTfolio, LLC
INCREASED
Shares449,201 from 430,343
Change+18,858 (+4%)
Value$46.3M (+$2.0M)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares445,462 from 492,111
Change-46,649 (-9%)
Value$45.9M (-$4.7M)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED
Shares356,811 from 346,929
Change+9,882 (+3%)
Value$36.8M (+$1.1M)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares347,489 from 356,409
Change-8,920 (-2%)
Value$35.8M (-$833.7K)
Filed 2026-10-28
High Note Wealth, LLC
DECREASED
Shares309,558 from 313,173
Change-3,615 (-1%)
Value$31.9M (-$297.4K)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares307,629 from 304,935
Change+2,694 (+1%)
Value$31.4M (+$78.0K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares288,703 from 282,212
Change+6,491 (+2%)
Value$29.8M (+$736.6K)
Filed 2026-10-27
Eastern Bank
DECREASED
Shares276,229 from 280,489
Change-4,260 (-2%)
Value$28.5M (-$371.7K)
Filed 2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares266,189 from 261,607
Change+4,582 (+2%)
Value$26.8M (+$55.9K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares251,884 from 241,378
Change+10,506 (+4%)
Value$26.0M (+$1.1M)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares248,937 from 249,137
Change-200 (0%)
Value$25.7M (+$39.2K)
Filed 2026-11-04
Stanich Group LLC
INCREASED
Shares235,615 from 232,994
Change+2,621 (+1%)
Value$24.3M (+$325.9K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares232,734 from 226,326
Change+6,408 (+3%)
Value$24.0M (+$714.6K)
Filed 2026-11-05
Howland Capital Management LLC
INCREASED
Shares206,574 from 203,791
Change+2,783 (+1%)
Value$21.3M (+$335.7K)
Filed 2026-10-22
Windsor Capital Management, LLC
INCREASED
Shares188,912 from 177,687
Change+11,225 (+6%)
Value$19.5M (+$1.2M)
Filed 2026-10-13
FinArc Investments, Inc.
INCREASED
Shares187,800 from 186,142
Change+1,658 (+1%)
Value$19.4M (+$215.5K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares184,013 from 172,080
Change+11,933 (+7%)
Value$19.0K (-$17.7M)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares144,579 from 146,928
Change-2,349 (-2%)
Value$14.9M (-$206.8K)
Filed 2026-10-28
Shira Ridge Wealth Management
INCREASED
Shares137,458 from 135,088
Change+2,370 (+2%)
Value$14.2M (+$276.7K)
Filed 2026-10-09
Wealth Architects, LLC
INCREASED
Shares132,508 from 132,123
Change+385 (+0%)
Value$13.7M (+$71.4K)
Filed 2026-11-03
Fund Evaluation Group, LLC
INCREASED
Shares127,812 from 116,875
Change+10,937 (+9%)
Value$13.2M (+$1.2M)
Filed 2026-11-05
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares112,308 from 113,018
Change-710 (-1%)
Value$11.6M (-$46.0K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares108,401 from 111,208
Change-2,807 (-3%)
Value$11.2M (-$262.6K)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares103,570 from 109,170
Change-5,600 (-5%)
Value$10.7M (-$550.9K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares100,962 from 71,523
Change+29,439 (+41%)
Value$10.4K (-$7.3M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares100,571 from 96,757
Change+3,814 (+4%)
Value$10.4M (+$416.3K)
Filed 2026-10-23
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares98,885 from 44,311
Change+54,574 (+123%)
Value$10.2M (+$5.6M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares93,627 from 79,580
Change+14,047 (+18%)
Value$9.6M (+$1.5M)
Filed 2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED
Shares92,315 from 95,969
Change-3,654 (-4%)
Value$9.5M (-$353.5K)
Filed 2026-10-16
Orgel Wealth Management, LLC
INCREASED
Shares91,407 from 90,566
Change+841 (+1%)
Value$9.4M (+$108.4K)
Filed 2026-10-14
Mascoma Wealth Management LLC
INCREASED
Shares90,493 from 78,697
Change+11,796 (+15%)
Value$9.3M (+$1.2M)
Filed 2026-10-23
Laurel Wealth Planning LLC
DECREASED
Shares89,059 from 89,199
Change-140 (0%)
Value$9.2M (+$7.0K)
Filed 2026-11-02
Clearstead Advisors, LLC
DECREASED
Shares87,902 from 106,479
Change-18,577 (-17%)
Value$9.1M (-$1.9M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares81,599 from 78,962
Change+2,637 (+3%)
Value$8.3M (+$201.6K)
Filed 2026-10-08
Jnba Financial Advisors
INCREASED
Shares76,516 from 74,525
Change+1,991 (+3%)
Value$7.9M (+$223.1K)
Filed 2026-11-03
Principal Financial Group Inc
DECREASED
Shares73,323 from 104,788
Change-31,465 (-30%)
Value$7.6M (-$3.2M)
Filed 2026-11-02
Xena Financial Planning, LLC
DECREASED
Shares71,373 from 75,138
Change-3,765 (-5%)
Value$7.4M (-$370.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares70,323 from 63,656
Change+6,667 (+10%)
Value$7.2M (+$702.3K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
INCREASED
Shares69,642 from 68,476
Change+1,166 (+2%)
Value$7.2M (+$136.6K)
Filed 2026-10-20
Facet Wealth, Inc.
DECREASED
Shares69,180 from 70,247
Change-1,067 (-2%)
Value$7.1M (-$93.1K)
Filed 2026-11-04
Accredited Investors Inc.
DECREASED
Shares61,557 from 63,199
Change-1,642 (-3%)
Value$6.3M (-$154.0K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares59,121 from 59,699
Change-578 (-1%)
Value$6.1M (-$45.2K)
Filed 2026-10-27
Central Trust Co
DECREASED
Shares58,737 from 59,911
Change-1,174 (-2%)
Value$6.1M (-$106.6K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares57,298 from 57,267
Change+31 (+0%)
Value$5.9M (+$16.9K)
Filed 2026-10-14
RVW Wealth, LLC
DECREASED
Shares56,799 from 57,446
Change-647 (-1%)
Value$5.9M (-$52.9K)
Filed 2026-10-06
Citizens Financial Group Inc
DECREASED
Shares55,208 from 56,017
Change-809 (-1%)
Value$5.7M (-$69.9K)
Filed 2026-10-23
Impact Investors, Inc
DECREASED
Shares54,868 from 110,574
Change-55,706 (-50%)
Value$5.7M (-$5.7M)
Filed 2026-11-02
Garde Capital, Inc.
INCREASED
Shares50,419 from 49,875
Change+544 (+1%)
Value$5.2M (+$68.0K)
Filed 2026-10-29
Savant Capital, LLC
DECREASED
Shares48,870 from 50,941
Change-2,071 (-4%)
Value$5.0M (-$202.2K)
Filed 2026-11-06
eCIO, Inc.
INCREASED
Shares43,875 from 39,656
Change+4,219 (+11%)
Value$4.5M (+$458.2K)
Filed 2026-11-02
Midwest Financial Partners Investments, Inc.
DECREASED
Shares41,990 from 43,255
Change-1,265 (-3%)
Value$4.3M (-$120.0K)
Filed 2026-10-08
Pine Haven Investment Counsel, Inc
INCREASED
Shares41,597 from 40,132
Change+1,465 (+4%)
Value$4.3M (+$160.6K)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares41,242 from 6,432
Change+34,810 (+541%)
Value$4.2M (+$3.6M)
Filed 2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares40,616 from 40,118
Change+498 (+1%)
Value$4.2M (+$60.9K)
Filed 2026-10-15
Affiance Financial, LLC
INCREASED
Shares40,295 from 39,390
Change+905 (+2%)
Value$4.2M (+$102.7K)
Filed 2026-10-15
True Blue Financial, LLC
DECREASED
Shares40,099 from 50,024
Change-9,925 (-20%)
Value$4.1M (-$1.0M)
Filed 2026-10-15
Axxcess Wealth Management, LLC
INCREASED
Shares39,397 from 36,540
Change+2,857 (+8%)
Value$4.1M (+$303.2K)
Filed 2026-10-21
Integris Wealth Management, LLC
DECREASED
Shares38,317 from 39,848
Change-1,531 (-4%)
Value$3.9M (-$148.3K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
INCREASED
Shares37,500 from 37,237
Change+263 (+1%)
Value$3.9M (+$36.0K)
Filed 2026-10-07
Sincerus Advisory, LLC
INCREASED
Shares37,126 from 36,579
Change+547 (+2%)
Value$3.8M (+$65.2K)
Filed 2026-10-09
Midwest Trust Co
INCREASED
Shares37,099 from 36,677
Change+422 (+1%)
Value$3.8M (+$52.3K)
Filed 2026-10-22
Nottingham Advisors, Inc.
DECREASED
Shares36,854 from 40,064
Change-3,210 (-8%)
Value$3.8M (-$313.1K)
Filed 2026-10-29
Bailard, Inc.
DECREASED
Shares36,343 from 36,895
Change-552 (-1%)
Value$3.7M (-$48.0K)
Filed 2026-10-13
Vision Capital Management, Inc.
DECREASED
Shares34,785 from 35,745
Change-960 (-3%)
Value$3.6M (-$90.4K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares33,756 from 33,427
Change+329 (+1%)
Value$3.5M (+$41.9K)
Filed 2026-11-02
Wealth Advisory Team LLC
DECREASED
Shares33,325 from 33,679
Change-354 (-1%)
Value$3.4M (-$28.4K)
Filed 2026-11-05
Klaas Financial Asset Advisors, LLC
DECREASED
Shares33,066 from 33,241
Change-175 (-1%)
Value$3.4M (-$10.1K)
Filed 2026-10-19
Neumann Capital Management, LLC
NEW
Shares32,976
Change+32,976
Value$3.4M
Filed 2026-10-15
Wesbanco Bank Inc
INCREASED
Shares31,801 from 29,778
Change+2,023 (+7%)
Value$3.3M (+$215.6K)
Filed 2026-11-04
Montis Financial, LLC
DECREASED
Shares30,974 from 32,084
Change-1,110 (-3%)
Value$3.2M (-$106.7K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares30,873 from 28,020
Change+2,853 (+10%)
Value$3.2M (+$300.7K)
Filed 2026-10-22
Ulrich Consultants & Investment Group, LLC
NEW
Shares30,419
Change+30,419
Value$3.1M
Filed 2026-10-13
Plancorp, LLC
DECREASED
Shares30,159 from 33,458
Change-3,299 (-10%)
Value$3.1M (-$325.5K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares29,383 from 30,006
Change-623 (-2%)
Value$3.0M (-$57.0K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares28,938 from 25,571
Change+3,367 (+13%)
Value$3.0M (+$353.1K)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares27,867 from 27,564
Change+303 (+1%)
Value$2.9M (+$37.8K)
Filed 2026-10-05
RTD Financial Advisors, Inc.
DECREASED
Shares27,789 from 27,951
Change-162 (-1%)
Value$2.9M (-$10.0K)
Filed 2026-10-09
Brooklyn FI, LLC
INCREASED
Shares27,709 from 27,600
Change+109 (+0%)
Value$2.9M (+$57.5K)
Filed 2026-11-05
Baron Financial Group, LLC
DECREASED
Shares27,600 from 30,130
Change-2,530 (-8%)
Value$2.8M (-$253.5K)
Filed 2026-10-09
Torren Management, LLC
UNCHANGED
Shares26,778 from 26,778
Change0 (0%)
Value$2.8M (+$6.4K)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED
Shares26,757 from 26,458
Change+299 (+1%)
Value$2.8M (+$37.2K)
Filed 2026-10-29
Pioneer Wealth Management Group
DECREASED
Shares26,567 from 29,230
Change-2,663 (-9%)
Value$2.7M (-$267.4K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
DECREASED
Shares26,516 from 27,282
Change-766 (-3%)
Value$2.7M (-$72.4K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares25,983 from 25,976
Change+7 (+0%)
Value$2.7M (+$7.0K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares25,802 from 21,802
Change+4,000 (+18%)
Value$2.7M (+$417.4K)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares25,625 from 26,102
Change-477 (-2%)
Value$2.6M (-$42.9K)
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares25,375 from 25,375
Change0 (0%)
Value$2.6M (+$6.1K)
Filed 2026-10-26
TriaGen Wealth Management LLC
DECREASED
Shares24,458 from 24,502
Change-44 (0%)
Value$2.5M (+$1.3K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares23,921 from 22,458
Change+1,463 (+7%)
Value$2.5M (+$156.2K)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares23,840 from 23,314
Change+526 (+2%)
Value$2.5M (+$59.8K)
Filed 2026-11-05
CFM Wealth Partners LLC
INCREASED
Shares23,791 from 23,352
Change+439 (+2%)
Value$2.5M (+$50.8K)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
DECREASED
Shares23,788 from 24,307
Change-519 (-2%)
Value$2.5M (-$47.6K)
Filed 2026-10-28
Aureum Wealth Management, LLC
DECREASED
Shares23,207 from 23,363
Change-156 (-1%)
Value$2.4M (-$10.5K)
Filed 2026-10-15
BigSur Wealth Management LLC
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$2.4M (+$5.5K)
Filed 2026-10-13
A&I Financial Services, LLC
INCREASED
Shares21,858 from 13,210
Change+8,648 (+65%)
Value$2.3M (+$894.3K)
Filed 2026-10-15
Olio Financial Planning
DECREASED
Shares21,773 from 21,848
Change-75 (0%)
Value$2.2M (-$2.5K)
Filed 2026-10-22
Penobscot Wealth Management
INCREASED
Shares20,815 from 16,485
Change+4,330 (+26%)
Value$2.1M (+$450.1K)
Filed 2026-10-21
Birchwood Financial Partners, Inc.
INCREASED
Shares20,756 from 17,319
Change+3,437 (+20%)
Value$2.1M (+$358.3K)
Filed 2026-11-02
Values Added Financial LLC
INCREASED
Shares20,396 from 19,957
Change+439 (+2%)
Value$2.1M (+$50.0K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares20,091 from 19,206
Change+885 (+5%)
Value$2.0M (+$89.7K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares20,025 from 12,524
Change+7,501 (+60%)
Value$2.1M (+$776.0K)
Filed 2026-10-21
First Financial Bank - Trust Division
UNCHANGED
Shares20,018 from 20,018
Change0 (0%)
Value$2.1M (+$4.8K)
Filed 2026-10-01
Ryan Investment Management, Inc.
INCREASED
Shares19,759 from 17,994
Change+1,765 (+10%)
Value$2.0M (+$186.2K)
Filed 2026-10-20
Birchbrook, Inc.
DECREASED
Shares19,556 from 19,576
Change-20 (0%)
Value$2.0M (+$2.6K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares19,296 from 17,841
Change+1,455 (+8%)
Value$2.0M (+$154.2K)
Filed 2026-10-07
Vise Technologies, Inc.
INCREASED
Shares18,990 from 11,615
Change+7,375 (+64%)
Value$2.0M (+$762.8K)
Filed 2026-10-29
Archer Investment Management, LLC
INCREASED
Shares18,702 from 10,367
Change+8,335 (+80%)
Value$1.9M (+$861.4K)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares18,336 from 17,232
Change+1,104 (+6%)
Value$1.9M (+$117.9K)
Filed 2026-10-20
White Lighthouse Investment Management Inc.
INCREASED
Shares18,216 from 18,035
Change+181 (+1%)
Value$1.9M (+$23.0K)
Filed 2026-10-21
rebel Financial LLC
DECREASED
Shares17,972 from 22,032
Change-4,060 (-18%)
Value$1.9M (-$413.1K)
Filed 2026-11-04
Madrid Wealth Management, LLC
DECREASED
Shares17,902 from 18,397
Change-495 (-3%)
Value$1.8M (-$46.6K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares17,699 from 16,515
Change+1,184 (+7%)
Value$1.8M (+$125.9K)
Filed 2026-11-03
Acropolis Investment Management, LLC
INCREASED
Shares17,576 from 17,563
Change+13 (+0%)
Value$1.8M (+$5.6K)
Filed 2026-10-08
RHS Financial, LLC
INCREASED
Shares17,505 from 17,345
Change+160 (+1%)
Value$1.8M (+$20.7K)
Filed 2026-10-13
CGN Advisors LLC
DECREASED
Shares16,497 from 16,552
Change-55 (0%)
Value$1.7M (-$1.7K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares16,484 from 8,161
Change+8,323 (+102%)
Value$1.7M (+$859.6K)
Filed 2026-11-03
Weil Company, Inc.
DECREASED
Shares16,373 from 17,667
Change-1,294 (-7%)
Value$1.7M (-$129.1K)
Filed 2026-10-14
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares15,920 from 15,920
Change0 (0%)
Value$1.6M (+$3.8K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
INCREASED
Shares15,394 from 15,296
Change+98 (+1%)
Value$1.6M (+$13.8K)
Filed 2026-11-04
Sage Advisory Services, Ltd.Co.
DECREASED
Shares15,256 from 15,262
Change-6 (0%)
Value$1.6M (+$3.0K)
Filed 2026-10-29
Richard P Slaughter Associates Inc
DECREASED
Shares15,166 from 17,342
Change-2,176 (-13%)
Value$1.6M (-$220.1K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
DECREASED
Shares15,000 from 15,108
Change-108 (-1%)
Value$1.5M (-$7.5K)
Filed 2026-11-06
Brewster Financial Planning LLC
INCREASED
Shares14,932 from 11,260
Change+3,672 (+33%)
Value$1.5M (+$381.1K)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares14,759 from 15,808
Change-1,049 (-7%)
Value$1.5M (-$104.3K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,576 from 8,652
Change+5,924 (+68%)
Value$1.5M (+$612.5K)
Filed 2026-10-23
Armbruster Capital Management, Inc.
UNCHANGED
Shares14,147 from 14,147
Change0 (0%)
Value$1.5M (+$3.4K)
Filed 2026-10-19
Bell Bank
INCREASED
Shares14,072 from 4,642
Change+9,430 (+203%)
Value$1.5M (+$972.9K)
Filed 2026-10-21
HF Advisory Group, LLC
INCREASED
Shares14,071 from 13,626
Change+445 (+3%)
Value$1.5M (+$49.1K)
Filed 2026-10-09
Coastline Trust Co
DECREASED
Shares14,065 from 15,997
Change-1,932 (-12%)
Value$1.4M (-$195.3K)
Filed 2026-10-01
Perigon Wealth Management, LLC
INCREASED
Shares13,767 from 12,607
Change+1,160 (+9%)
Value$1.4M (+$122.5K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares13,458 from 13,946
Change-488 (-3%)
Value$1.4M (-$46.9K)
Filed 2026-10-28
Pathway Financial Advisors LLC
INCREASED
Shares13,455 from 12,439
Change+1,016 (+8%)
Value$1.4M (+$101.5K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
INCREASED
Shares13,205 from 11,963
Change+1,242 (+10%)
Value$1.4M (+$130.9K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
DECREASED
Shares12,295 from 12,809
Change-514 (-4%)
Value$1.3M (-$49.9K)
Filed 2026-10-21
Omega Financial Group, LLC
DECREASED
Shares12,248 from 12,581
Change-333 (-3%)
Value$1.3M (-$31.3K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares12,207 from 12,207
Change0 (0%)
Value$1.3M (+$2.9K)
Filed 2026-11-04
Argentarii, LLC
UNCHANGED
Shares12,202 from 12,202
Change0 (0%)
Value$1.3M (-$49.9K)
Filed 2026-10-28
WestHill Financial Advisors, Inc.
NEW
Shares11,822
Change+11,822
Value$1.2M
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares11,420 from 11,595
Change-175 (-2%)
Value$1.2M (-$15.3K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
INCREASED
Shares11,330 from 11,191
Change+139 (+1%)
Value$1.2M (+$17.0K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares11,246 from 10,532
Change+714 (+7%)
Value$1.2M (+$76.1K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares11,178 from 11,176
Change+2 (+0%)
Value$1.2M (+$2.9K)
Filed 2026-10-14
Pittenger & Anderson Inc
INCREASED
Shares11,134 from 10,083
Change+1,051 (+10%)
Value$1.1M (+$110.7K)
Filed 2026-11-02
LexAurum Advisors, LLC
INCREASED
Shares10,934 from 10,809
Change+125 (+1%)
Value$1.1M (+$15.4K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares10,927 from 8,275
Change+2,652 (+32%)
Value$1.1M (+$270.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares10,927 from 8,275
Change+2,652 (+32%)
Value$1.1M (+$270.3K)
Filed 2026-10-20
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares10,860 from 10,500
Change+360 (+3%)
Value$1.1M (+$39.6K)
Filed 2026-10-26
Aprio Wealth Management, LLC
DECREASED
Shares10,735 from 13,376
Change-2,641 (-20%)
Value$1.1M (-$268.9K)
Filed 2026-10-28
Orin Green Financial, LLC
INCREASED
Shares10,725 from 10,359
Change+366 (+4%)
Value$1.1M (+$40.2K)
Filed 2026-10-19
Diversified Enterprises, LLC
DECREASED
Shares10,687 from 11,291
Change-604 (-5%)
Value$1.1M (-$59.6K)
Filed 2026-10-19
Ipsen Advisor Group LLC
DECREASED
Shares10,592 from 12,668
Change-2,076 (-16%)
Value$1.1M (-$210.8K)
Filed 2026-10-29
Cambridge Financial Group, LLC
UNCHANGED
Shares10,576 from 10,576
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-06
Presilium Private Wealth, LLC
DECREASED
Shares10,563 from 10,861
Change-298 (-3%)
Value$1.1M (-$28.1K)
Filed 2026-10-26
Quadrant Capital Group LLC
UNCHANGED
Shares10,468 from 10,468
Change0 (0%)
Value$1.1M (-$1.8K)
Filed 2026-10-20
Foster Group, Inc.
DECREASED
Shares10,453 from 11,794
Change-1,341 (-11%)
Value$1.1M (-$135.3K)
Filed 2026-10-13
Asset Dedication, LLC
DECREASED
Shares10,424 from 10,727
Change-303 (-3%)
Value$1.1M (-$28.7K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED
Shares10,381 from 10,374
Change+7 (+0%)
Value$1.1M (+$3.2K)
Filed 2026-10-16
Parcion Private Wealth LLC
UNCHANGED
Shares10,298 from 10,298
Change0 (0%)
Value$1.1M (+$2.5K)
Filed 2026-10-28
Sigma Investment Counselors Inc
UNCHANGED
Shares10,193 from 10,193
Change0 (0%)
Value$1.1M (+$2.4K)
Filed 2026-10-27
Capital Advantage, Inc.
INCREASED
Shares10,175 from 6,867
Change+3,308 (+48%)
Value$1.0M (+$342.5K)
Filed 2026-10-14
Wealth Analytics Partners, LLC
INCREASED
Shares10,175 from 9,408
Change+767 (+8%)
Value$1.0M (+$78.8K)
Filed 2026-10-19
Daiwa Securities Group Inc.
INCREASED
Shares10,160 from 3,450
Change+6,710 (+194%)
Value$1.0M (+$692.3K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares10,154 from 10,155
Change-1 (0%)
Value$1.0M (+$2.3K)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares10,059 from 13,123
Change-3,064 (-23%)
Value$1.0M (-$312.6K)
Filed 2026-10-19
Regatta Capital Group, LLC
DECREASED
Shares9,902 from 9,943
Change-41 (0%)
Value$1.0M (-$1.8K)
Filed 2026-10-23
ERn Financial, LLC
DECREASED
Shares9,775 from 9,952
Change-177 (-2%)
Value$1.0M (-$15.9K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares9,654 from 7,107
Change+2,547 (+36%)
Value$994.8K (+$264.2K)
Filed 2026-10-28
Financial Planning Fort Collins, LLC
INCREASED
Shares9,327 from 9,325
Change+2 (+0%)
Value$961.2K (-$74)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares9,267 from 9,415
Change-148 (-2%)
Value$955.0K (+$54.7K)
Filed 2026-10-13
Shepherd Financial Partners LLC
INCREASED
Shares9,260 from 9,256
Change+4 (+0%)
Value$954.2K (+$2.6K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
DECREASED
Shares9,200 from 9,202
Change-2 (0%)
Value$948.0K (+$2.0K)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares8,779 from 8,509
Change+270 (+3%)
Value$904.6K (+$29.9K)
Filed 2026-11-03
Birch Hill Investment Advisors LLC
UNCHANGED
Shares8,683 from 8,683
Change0 (0%)
Value$894.8K (+$2.1K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
INCREASED
Shares8,631 from 5,988
Change+2,643 (+44%)
Value$889.5K (+$278.3K)
Filed 2026-11-02
Great Diamond Partners, LLC
INCREASED
Shares8,594 from 8,184
Change+410 (+5%)
Value$885.6K (+$44.2K)
Filed 2026-10-13
Montecito Bank & Trust
DECREASED
Shares8,554 from 8,654
Change-100 (-1%)
Value$881.5K (-$8.2K)
Filed 2026-10-01
Bell Investment Advisors, Inc
DECREASED
Shares8,440 from 8,713
Change-273 (-3%)
Value$869.7K (-$26.0K)
Filed 2026-10-29
Zenith Solutions, Inc.
DECREASED
Shares8,337 from 10,117
Change-1,780 (-18%)
Value$859.1K (-$181.0K)
Filed 2026-10-19
Peak Financial Management, Inc.
DECREASED
Shares8,260 from 8,295
Change-35 (0%)
Value$851.3K (-$1.6K)
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares8,239 from 7,883
Change+356 (+5%)
Value$849.0K (+$38.6K)
Filed 2026-10-16
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares8,086 from 7,468
Change+618 (+8%)
Value$833.3K (+$65.4K)
Filed 2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED
Shares7,990 from 7,731
Change+259 (+3%)
Value$823.3K (+$28.5K)
Filed 2026-11-04
Courier Capital LLC
DECREASED
Shares7,854 from 8,412
Change-558 (-7%)
Value$809.3K (-$55.5K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares7,760 from 7,488
Change+272 (+4%)
Value$799.6K (+$29.8K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares7,680 from 7,652
Change+28 (+0%)
Value$781.8K (-$9.3K)
Filed 2026-10-09
Symmetry Partners, LLC
DECREASED
Shares7,656 from 7,671
Change-15 (0%)
Value$789.0K (+$295)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares7,652 from 7,166
Change+486 (+7%)
Value$788.6K (+$51.9K)
Filed 2026-11-03
Level Financial Advisors
UNCHANGED
Shares7,651 from 7,651
Change0 (0%)
Value$788.4K (+$1.8K)
Filed 2026-10-13
Paulson Wealth Management Inc.
INCREASED
Shares7,569 from 7,145
Change+424 (+6%)
Value$780.0K (+$45.4K)
Filed 2026-11-02
Sharper & Granite LLC
DECREASED
Shares7,302 from 7,572
Change-270 (-4%)
Value$698.2K (-$80.3K)
Filed 2026-11-02
Associated Banc-Corp
INCREASED
Shares7,277 from 6,310
Change+967 (+15%)
Value$749.9K (+$101.2K)
Filed 2026-10-30
WT Wealth Management
INCREASED
Shares7,003 from 6,431
Change+572 (+9%)
Value$721.6K (+$60.5K)
Filed 2026-10-13
Aufman Associates Inc
UNCHANGED
Shares7,003 from 7,003
Change0 (0%)
Value$721.6K (+$1.7K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares6,975 from 6,065
Change+910 (+15%)
Value$718.9K (+$95.2K)
Filed 2026-10-13
Sage Financial Group Inc
INCREASED
Shares6,972 from 6,911
Change+61 (+1%)
Value$718.5K (+$7.9K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares6,845 from 6,845
Change0 (0%)
Value$705.4K (+$1.6K)
Filed 2026-10-20
Moller Wealth Partners
INCREASED
Shares6,804 from 6,452
Change+352 (+5%)
Value$701.2K (+$37.8K)
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares6,727 from 6,788
Change-61 (-1%)
Value$693.2K (-$4.7K)
Filed 2026-10-28
Baker Avenue Asset Management, LP
INCREASED
Shares6,618 from 4,704
Change+1,914 (+41%)
Value$681.9K (+$198.3K)
Filed 2026-11-06
Matrix Asset Advisors Inc
INCREASED
Shares6,578 from 6,481
Change+97 (+2%)
Value$677.9K (+$11.6K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares6,366 from 7,045
Change-679 (-10%)
Value$656.0K (-$68.3K)
Filed 2026-10-16
RCS Financial Planning, LLC
INCREASED
Shares6,319 from 6,071
Change+248 (+4%)
Value$651.1K (+$27.0K)
Filed 2026-10-14
Farrell Financial LLC
DECREASED
Shares6,285 from 6,610
Change-325 (-5%)
Value$647.7K (-$31.9K)
Filed 2026-10-16
CIBC Asset Management Inc
UNCHANGED
Shares6,245 from 6,245
Change0 (0%)
Value$643.5K (+$1.5K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,236 from 4,615
Change+1,621 (+35%)
Value$642.6K (+$168.2K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares6,234 from 5,733
Change+501 (+9%)
Value$642.4K (+$53.0K)
Filed 2026-10-30
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares6,230 from 6,230
Change0 (0%)
Value$642.0K (+$1.5K)
Filed 2026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED
Shares6,229 from 6,229
Change0 (0%)
Value$641.9K (+$1.5K)
Filed 2026-10-23
Able Financial Group, LLC
DECREASED
Shares6,019 from 6,104
Change-85 (-1%)
Value$620.3K (-$7.3K)
Filed 2026-10-14
Old Mission Investment Co LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$618.3K (+$1.4K)
Filed 2026-10-22
Equita Financial Network, Inc.
DECREASED
Shares5,943 from 6,223
Change-280 (-4%)
Value$612.4K (-$27.4K)
Filed 2026-10-19
Beacon Financial Planning, Inc
UNCHANGED
Shares5,804 from 5,804
Change0 (0%)
Value$598.1K (+$1.4K)
Filed 2026-11-04
Shotwell Rutter Baer Inc
DECREASED
Shares5,788 from 5,802
Change-14 (0%)
Value$596.5K (-$51)
Filed 2026-10-14
AlphaCore Capital LLC
UNCHANGED
Shares5,769 from 5,769
Change0 (0%)
Value$594.5K (+$1.4K)
Filed 2026-11-04
Bangor Savings Bank
INCREASED
Shares5,640 from 5,532
Change+108 (+2%)
Value$581.2K (+$12.5K)
Filed 2026-10-06
Ddfg, Inc
UNCHANGED
Shares5,488 from 5,488
Change0 (0%)
Value$565.6K (+$1.3K)
Filed 2026-10-15
Leverty Financial Group, LLC
INCREASED
Shares5,434 from 3,788
Change+1,646 (+43%)
Value$560.0K (+$170.5K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,407 from 5,885
Change-478 (-8%)
Value$557.2K (-$47.8K)
Filed 2026-10-07
TD Private Client Wealth LLC
DECREASED
Shares5,399 from 5,813
Change-414 (-7%)
Value$556.4K (-$41.3K)
Filed 2026-10-28
DWR Wealth Management, LLC
INCREASED
Shares5,304 from 4,706
Change+598 (+13%)
Value$550.3K (+$68.1K)
Filed 2026-10-13
Milestone Investment Advisors LLC
DECREASED
Shares5,261 from 5,346
Change-85 (-2%)
Value$542.1K (-$7.5K)
Filed 2026-11-05
North Berkeley Wealth Management, LLC
INCREASED
Shares5,250 from 4,789
Change+461 (+10%)
Value$541.0K (+$48.7K)
Filed 2026-11-02
BLB&B Advisors, LLC
UNCHANGED
Shares5,215 from 5,215
Change0 (0%)
Value$537.4K (+$1.3K)
Filed 2026-10-27
Bigelow Investment Advisors, LLC
DECREASED
Shares5,199 from 5,212
Change-13 (0%)
Value$535.7K (-$88)
Filed 2026-10-13
Curtis Advisory Group, LLC
UNCHANGED
Shares5,057 from 5,057
Change0 (0%)
Value$521.1K (+$1.2K)
Filed 2026-10-28
SigFig Wealth Management, LLC
DECREASED
Shares5,020 from 5,162
Change-142 (-3%)
Value$517.3K (-$11.7K)
Filed 2026-10-07
Schmidt P J Investment Management Inc
INCREASED
Shares4,977 from 3,830
Change+1,147 (+30%)
Value$512.9K (+$119.1K)
Filed 2026-11-02
Sentinel Trust Co LBA
DECREASED
Shares4,915 from 5,210
Change-295 (-6%)
Value$506.0K (+$505.5K)
Filed 2026-11-03
Sharkey, Howes & Javer
INCREASED
Shares4,891 from 4,699
Change+192 (+4%)
Value$504.0K (+$20.9K)
Filed 2026-10-22
United Asset Strategies, Inc.
INCREASED
Shares4,865 from 4,705
Change+160 (+3%)
Value$501.3K (+$17.6K)
Filed 2026-10-28
Sherman Asset Management, Inc.
UNCHANGED
Shares4,865 from 4,865
Change0 (0%)
Value$501.3K (+$1.2K)
Filed 2026-11-05
Valley National Advisers Inc
INCREASED
Shares4,827 from 4,740
Change+87 (+2%)
Value$497.5K (+$10.1K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
DECREASED
Shares4,821 from 4,841
Change-20 (0%)
Value$494.0K (-$11.5K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares4,753 from 3,273
Change+1,480 (+45%)
Value$489.8K (+$153.3K)
Filed 2026-10-22
Veracity Capital LLC
UNCHANGED
Shares4,680 from 4,680
Change0 (0%)
Value$482.2K (+$1.1K)
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares4,662
Change+4,662
Value$487.8K
Filed 2026-11-03
Compass Ion Advisors, LLC
UNCHANGED
Shares4,622 from 4,622
Change0 (0%)
Value$476.3K (+$1.1K)
Filed 2026-10-23
Heritage Family Offices, LLP
UNCHANGED
Shares4,614 from 4,614
Change0 (0%)
Value$475.5K (+$1.1K)
Filed 2026-11-02
Sage Mountain Advisors LLC
UNCHANGED
Shares4,597 from 4,597
Change0 (0%)
Value$473.7K (+$1.1K)
Filed 2026-11-02
Morling Financial Advisors, LLC
DECREASED
Shares4,584 from 4,922
Change-338 (-7%)
Value$472.4K (-$33.7K)
Filed 2026-10-28
Capital Management Associates, Inc
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$463.7K (+$1.1K)
Filed 2026-10-20
Hughes Financial Services, LLC
INCREASED
Shares4,466 from 4,439
Change+27 (+1%)
Value$462.3K (+$5.9K)
Filed 2026-10-30
Pecaut & Co.
DECREASED
Shares4,452 from 4,481
Change-29 (-1%)
Value$458.8K (-$1.9K)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares4,431 from 4,188
Change+243 (+6%)
Value$451.8K (+$21.3K)
Filed 2026-10-15
Appleton Partners Inc
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$452 (-$450.5K)
Filed 2026-10-30
New England Private Wealth Advisors LLC
UNCHANGED
Shares4,323 from 4,323
Change0 (0%)
Value$445.4K (+$2.1K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,309 from 3,689
Change+620 (+17%)
Value$444.1K (+$64.8K)
Filed 2026-10-13
Envision Financial LLC
INCREASED
Shares4,264 from 4,234
Change+30 (+1%)
Value$439.4K (+$4.1K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares4,262 from 3,504
Change+758 (+22%)
Value$439.2K (+$79.0K)
Filed 2026-10-23
Truefg, LLC
INCREASED
Shares4,246 from 4,230
Change+16 (+0%)
Value$437.6K (+$2.7K)
Filed 2026-10-15
Darden Wealth Group Inc
UNCHANGED
Shares4,233 from 4,233
Change0 (0%)
Value$436.2K (+$1.0K)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares4,221 from 3,940
Change+281 (+7%)
Value$435.0K (+$29.9K)
Filed 2026-10-14
Etesian Wealth Advisors, Inc.
INCREASED
Shares4,220 from 4,153
Change+67 (+2%)
Value$434.9K (+$7.9K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares4,130 from 3,895
Change+235 (+6%)
Value$425.6K (+$25.2K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED
Shares4,125 from 3,769
Change+356 (+9%)
Value$425.1K (+$37.6K)
Filed 2026-10-13
Fulcrum Capital LLC
UNCHANGED
Shares4,089 from 4,089
Change0 (0%)
Value$421.4K (+$981)
Filed 2026-10-15
Opulen Financial Group LLC
INCREASED
Shares4,080 from 4,030
Change+50 (+1%)
Value$420.4K (+$6.1K)
Filed 2026-10-22
CWC Advisors, Llc.
UNCHANGED
Shares4,074 from 4,074
Change0 (0%)
Value$419.8K (+$977)
Filed 2026-10-15
Nautilus Advisors LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$412.2K (-$1.4K)
Filed 2026-10-07
Villere ST Denis J & Co LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$412.2K (+$960)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$412 (-$410.6K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares3,976 from 3,980
Change-4 (0%)
Value$406.4K (-$2.8K)
Filed 2026-10-13
Warren Street Wealth Advisors, LLC
DECREASED
Shares3,939 from 4,542
Change-603 (-13%)
Value$405.9K (-$61.0K)
Filed 2026-11-04
Gemmer Asset Management LLC
INCREASED
Shares3,910 from 3,717
Change+193 (+5%)
Value$402.9K (+$20.8K)
Filed 2026-10-16
Stephenson & Company, Inc.
DECREASED
Shares3,867 from 3,869
Change-2 (0%)
Value$398.5K (+$722)
Filed 2026-10-30
JGP Wealth Management, LLC
INCREASED
Shares3,866 from 2,941
Change+925 (+31%)
Value$398.4K (+$96.0K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
INCREASED
Shares3,853 from 3,839
Change+14 (+0%)
Value$397.0K (+$2.4K)
Filed 2026-11-05
DWM Financial Group, Inc.
DECREASED
Shares3,848 from 3,874
Change-26 (-1%)
Value$396.5K (+$28.2K)
Filed 2026-10-28
Harbor Group, Inc.
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$393.9K (+$918)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares3,807 from 3,070
Change+737 (+24%)
Value$392.3K (+$76.7K)
Filed 2026-11-04
True Link Financial Advisors, LLC
UNCHANGED
Shares3,806 from 3,806
Change0 (0%)
Value$392.2K (+$913)
Filed 2026-10-27
Cassilly Financial Group LLC
INCREASED
Shares3,740 from 3,711
Change+29 (+1%)
Value$385.4K (+$3.9K)
Filed 2026-10-07
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares3,690 from 3,690
Change0 (0%)
Value$380.3K (+$885)
Filed 2026-11-02
Hill Island Financial LLC
UNCHANGED
Shares3,675 from 3,675
Change0 (0%)
Value$378.7K (+$881)
Filed 2026-10-20
Lodestar Private Asset Management LLC
INCREASED
Shares3,650 from 3,510
Change+140 (+4%)
Value$376.1K (+$15.3K)
Filed 2026-10-26
Endeavor Private Wealth, Inc.
DECREASED
Shares3,640 from 3,658
Change-18 (0%)
Value$375.1K (-$977)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares3,574 from 3,572
Change+2 (+0%)
Value$368.3K (+$1.1K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares3,524 from 3,551
Change-27 (-1%)
Value$363.1K (-$1.9K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
INCREASED
Shares3,522 from 3,387
Change+135 (+4%)
Value$362.9K (+$14.7K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares3,514 from 3,328
Change+186 (+6%)
Value$362.1K (+$20.0K)
Filed 2026-10-28
Motive Wealth Advisors
UNCHANGED
Shares3,512 from 3,512
Change0 (0%)
Value$361.9K (+$843)
Filed 2026-10-26
Financial Insights, Inc.
DECREASED
Shares3,505 from 3,555
Change-50 (-1%)
Value$361.2K (-$4.3K)
Filed 2026-10-27
Shum Financial Group, Inc.
INCREASED
Shares3,491 from 3,223
Change+268 (+8%)
Value$359.8K (+$28.4K)
Filed 2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED
Shares3,370 from 3,370
Change0 (0%)
Value$347.3K (+$809)
Filed 2026-10-16
Cornerstone Planning Group LLC
DECREASED
Shares3,274 from 3,402
Change-128 (-4%)
Value$335.4K (-$16.1K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares3,167 from 2,568
Change+599 (+23%)
Value$326.4K (+$62.3K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares3,163 from 3,191
Change-28 (-1%)
Value$326.0K (-$2.1K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
UNCHANGED
Shares3,146 from 3,146
Change0 (0%)
Value$324.2K (+$755)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED
Shares3,137 from 3,150
Change-13 (0%)
Value$319.3K (-$5.4K)
Filed 2026-10-13
Wealth Management Nebraska
UNCHANGED
Shares3,111 from 3,111
Change0 (0%)
Value$320.6K (+$747)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares3,021 from 2,972
Change+49 (+2%)
Value$311.3K (+$5.8K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares3,019 from 3,675
Change-656 (-18%)
Value$311.1K (-$66.7K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$310.6K (+$724)
Filed 2026-10-22
First Hawaiian Bank
DECREASED
Shares3,012 from 3,085
Change-73 (-2%)
Value$310.4K (-$6.8K)
Filed 2026-10-14
Tortoise Investment Management, LLC
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$308.7K (+$719)
Filed 2026-11-06
Nadler Financial Group, Inc.
DECREASED
Shares2,975 from 3,130
Change-155 (-5%)
Value$306.6K (-$15.2K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
INCREASED
Shares2,971 from 2,835
Change+136 (+5%)
Value$306.2K (+$14.7K)
Filed 2026-10-13
XML Financial, LLC
UNCHANGED
Shares2,943 from 2,943
Change0 (0%)
Value$303.3K (+$706)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares2,937 from 2,930
Change+7 (+0%)
Value$302.7K (+$1.4K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$299.9K (+$699)
Filed 2026-10-26
Well Done, LLC
INCREASED
Shares2,846 from 2,833
Change+13 (+0%)
Value$293.3K (+$2.0K)
Filed 2026-10-20
BAR Harbor Wealth Management
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$288.8K (+$673)
Filed 2026-10-21
Investment Research Partners LLC
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$288.6K (+$672)
Filed 2026-10-19
Hoxton Planning & Management, LLC
NEW
Shares2,755
Change+2,755
Value$283.9K
Filed 2026-10-15
Avail Investment Partners, LLC
UNCHANGED
Shares2,752 from 2,752
Change0 (0%)
Value$283.6K (+$661)
Filed 2026-10-16
WBH Advisory Inc
INCREASED
Shares2,751 from 2,272
Change+479 (+21%)
Value$283.5K (+$49.9K)
Filed 2026-11-05
APS Management Group, Inc.
DECREASED
Shares2,739 from 2,741
Change-2 (0%)
Value$282.3K (+$452)
Filed 2026-10-14
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$279.9K (+$652)
Filed 2026-11-05
Elmwood Wealth Management, Inc.
INCREASED
Shares2,714 from 2,514
Change+200 (+8%)
Value$279.7K (+$21.2K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$268.0K (+$624)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares2,578 from 2,681
Change-103 (-4%)
Value$264.9K (-$10.8K)
Filed 2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$265.5K (+$618)
Filed 2026-10-15
Rede Wealth, LLC
DECREASED
Shares2,569 from 2,606
Change-37 (-1%)
Value$264.7K (-$3.2K)
Filed 2026-10-22
Busey Bank
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$263.8K (+$614)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares2,547 from 1,666
Change+881 (+53%)
Value$262.5K (+$91.2K)
Filed 2026-11-04
WealthSpring Partners, LLC
UNCHANGED
Shares2,528 from 2,528
Change0 (0%)
Value$260.5K (+$606)
Filed 2026-10-14
NWF Advisory Services Inc.
DECREASED
Shares2,524 from 2,831
Change-307 (-11%)
Value$260.1K (-$31.0K)
Filed 2026-10-19
JSF Financial, LLC
INCREASED
Shares2,506 from 2,460
Change+46 (+2%)
Value$258.3K (+$5.3K)
Filed 2026-10-22
Columbia Bank
UNCHANGED
Shares2,469 from 2,469
Change0 (0%)
Value$254.4K (+$592)
Filed 2026-10-29
Essex Bank
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$253.3K (+$590)
Filed 2026-10-16
Stonebridge Financial Group, LLC
UNCHANGED
Shares2,414 from 2,414
Change0 (0%)
Value$248.8K (+$580)
Filed 2026-10-01
Chesley Taft & Associates LLC
DECREASED
Shares2,405 from 4,190
Change-1,785 (-43%)
Value$247.8K (-$182.9K)
Filed 2026-10-13
Welch & Forbes LLC
UNCHANGED
Shares2,396 from 2,396
Change0 (0%)
Value$246.9K (+$575)
Filed 2026-11-04
Abundance Wealth Counselors
DECREASED
Shares2,365 from 2,630
Change-265 (-10%)
Value$243.7K (-$26.7K)
Filed 2026-10-26
Financial Council, LLC
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$242.7K (+$565)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares2,332
Change+2,332
Value$240.3K
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$240.1K (+$560)
Filed 2026-10-05
Midway Capital Research & Management
UNCHANGED
Shares2,321 from 2,321
Change0 (0%)
Value$239.2K (+$557)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
UNCHANGED
Shares2,295 from 2,295
Change0 (0%)
Value$236.5K (+$551)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
INCREASED
Shares2,282 from 2,210
Change+72 (+3%)
Value$235.2K (+$6.8K)
Filed 2026-10-29
Sterling Investment Advisors LLC
DECREASED
Shares2,271 from 2,737
Change-466 (-17%)
Value$234.0K (-$47.4K)
Filed 2026-10-27
Navigation Group, LLC
INCREASED
Shares2,268 from 2,169
Change+99 (+5%)
Value$233.7K (+$10.7K)
Filed 2026-10-28
Financial Futures Ltd Liability Co.
INCREASED
Shares2,252 from 2,156
Change+96 (+4%)
Value$232.1K (+$10.4K)
Filed 2026-10-13
Howard Financial Services, Ltd.
UNCHANGED
Shares2,244 from 2,244
Change0 (0%)
Value$231.3K (+$539)
Filed 2026-10-15
Liberty Atlantic Advisors LLC
DECREASED
Shares2,241 from 2,261
Change-20 (-1%)
Value$230.9K (-$1.5K)
Filed 2026-10-14
ETF Portfolio Partners, Inc.
INCREASED
Shares2,229 from 2,214
Change+15 (+1%)
Value$229.7K (+$2.1K)
Filed 2026-10-22
Mengis Capital Management, Inc.
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$228.9K (+$533)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
NEW
Shares2,218
Change+2,218
Value$228.5K
Filed 2026-10-15
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$227.7K (+$530)
Filed 2026-11-02
LifeGoal Investments, LLC
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$226.1K (+$527)
Filed 2026-10-09
GenWealth Group, Inc.
DECREASED
Shares2,185 from 2,201
Change-16 (-1%)
Value$225.2K (-$1.1K)
Filed 2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares2,178 from 2,178
Change0 (0%)
Value$224.4K (+$523)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares2,170 from 2,252
Change-82 (-4%)
Value$223.6K (-$7.9K)
Filed 2026-10-22
Grey Ledge Advisors, LLC
DECREASED
Shares2,159 from 2,209
Change-50 (-2%)
Value$222.5K (-$4.6K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares2,137
Change+2,137
Value$220.2K
Filed 2026-10-21
Frankly Finances, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$219.5K (+$512)
Filed 2026-10-28
Revolve Wealth Partners, LLC
DECREASED
Shares2,122 from 2,135
Change-13 (-1%)
Value$218.7K (-$827)
Filed 2026-10-23
Emergent Wealth Advisors, LLC
INCREASED
Shares2,117 from 2,101
Change+16 (+1%)
Value$218.2K (+$2.2K)
Filed 2026-10-09
Snider Financial Group
DECREASED
Shares2,116 from 2,207
Change-91 (-4%)
Value$218.1K (-$8.8K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,111 from 2,032
Change+79 (+4%)
Value$217.6K (+$8.6K)
Filed 2026-10-16
Argyle Capital Partners, LLC
UNCHANGED
Shares2,107 from 2,107
Change0 (0%)
Value$217.1K (+$505)
Filed 2026-10-23
Kaizen Financial Strategies
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$216.4K (+$2.1K)
Filed 2026-10-09
Wolff Financial Management LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$216.3K (+$504)
Filed 2026-10-23
One Wealth Capital Management, LLC
NEW
Shares2,093
Change+2,093
Value$215.7K
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares2,086 from 2,097
Change-11 (-1%)
Value$215.0K (-$596)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$214.1K (+$498)
Filed 2026-10-09
Stewardship Advisors, LLC
DECREASED
Shares2,070 from 2,315
Change-245 (-11%)
Value$213.3K (-$24.7K)
Filed 2026-10-20
Clarity Asset Management, Inc.
UNCHANGED
Shares2,041 from 2,041
Change0 (0%)
Value$210.3K (+$490)
Filed 2026-10-14
Wedbush Securities Inc
NEW
Shares2,032
Change+2,032
Value$209
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$208.2K (+$485)
Filed 2026-10-27
Sweeney & Michel, LLC
DECREASED
Shares1,999 from 2,063
Change-64 (-3%)
Value$206.0K (-$16.2K)
Filed 2026-10-16
FC Advisory LLC
NEW
Shares1,981
Change+1,981
Value$204.1K
Filed 2026-10-05
Investment Partners, Ltd.
NEW
Shares1,978
Change+1,978
Value$203.8K
Filed 2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$203.4K (+$474)
Filed 2026-10-30
WPG Advisers, LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$203.4K (+$474)
Filed 2026-10-27
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,961 from 1,961
Change0 (0%)
Value$201.6K ($0)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares1,960 from 1,739
Change+221 (+13%)
Value$202 (-$178.8K)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares1,956 from 2,236
Change-280 (-13%)
Value$201.6K (-$28.3K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$201.0K (+$468)
Filed 2026-10-06
Finley Financial, LLC
UNCHANGED
Shares1,830 from 1,830
Change0 (0%)
Value$186.8K (-$1.4K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares1,791 from 1,808
Change-17 (-1%)
Value$184.6K (-$1.3K)
Filed 2026-10-08
Kennebec Savings Bank
INCREASED
Shares1,378 from 1,365
Change+13 (+1%)
Value$142.0K (+$1.7K)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares1,310
Change+1,310
Value$135.0K
Filed 2026-10-21
Princeton Global Asset Management LLC
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$133.7K (+$311)
Filed 2026-10-21
Clean Yield Group
DECREASED
Shares1,282 from 1,682
Change-400 (-24%)
Value$132.1K (-$40.8K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares1,249 from 1,251
Change-2 (0%)
Value$128.7K (+$136)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$123.6K (+$288)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$122.1K (-$72)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares1,049 from 703
Change+346 (+49%)
Value$108.1K (+$35.9K)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$99.6K (+$232)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$96.6K (+$225)
Filed 2026-11-02
Angeles Wealth Management, LLC
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$96.0K (+$223)
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$95.7K (+$223)
Filed 2026-11-05
Trust Co
INCREASED
Shares895 from 882
Change+13 (+1%)
Value$92.2K (+$1.6K)
Filed 2026-10-09
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares796 from 763
Change+33 (+4%)
Value$82.0K (+$3.6K)
Filed 2026-10-07
Bfsg, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$80.7K (+$188)
Filed 2026-10-30
StrongBox Wealth, LLC
INCREASED
Shares775 from 646
Change+129 (+20%)
Value$79.9K (+$13.4K)
Filed 2026-11-02
4Thought Financial Group Inc.
DECREASED
Shares731 from 767
Change-36 (-5%)
Value$75.3K (-$3.5K)
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$74.7K (+$174)
Filed 2026-10-07
Redwood Park Advisors LLC
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$73.3K (+$170)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$72.9K (+$169)
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$70.6K (+$165)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$69.4K (+$161)
Filed 2026-10-15
DT Investment Partners, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$69.0K (+$161)
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$69.0K (+$161)
Filed 2026-10-23
Pacifica Partners Inc.
DECREASED
Shares643 from 750
Change-107 (-14%)
Value$65.6K (-$11.9K)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares609 from 299
Change+310 (+104%)
Value$62.8K (+$32.0K)
Filed 2026-10-14
Your Advocates Ltd., LLP
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$59.4K (+$139)
Filed 2026-11-03
Center for Financial Planning, Inc.
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$56.6K (+$131)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares537 from 645
Change-108 (-17%)
Value$55.3K (-$11.0K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
INCREASED
Shares518 from 265
Change+253 (+95%)
Value$53.4K (+$26.1K)
Filed 2026-11-03
Blueline Advisors LLC
INCREASED
Shares477 from 437
Change+40 (+9%)
Value$49.1K (+$4.2K)
Filed 2026-10-15
Downshift Financial, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$44.0K (+$102)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares418 from 353
Change+65 (+18%)
Value$43.1K (+$6.8K)
Filed 2026-10-13
North Star Investment Management Corp.
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$37.8K (+$88)
Filed 2026-10-27
Creative Capital Management Investments LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$33.1K (+$77)
Filed 2026-10-28
Winthrop Capital Management, LLC
DECREASED
Shares319 from 323
Change-4 (-1%)
Value$32.9K (-$109)
Filed 2026-11-05
Rossmore Private Capital
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$30.9K (+$72)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares297
Change+297
Value$30.6K
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$23.9K (+$56)
Filed 2026-10-22
Investors Research Corp
DECREASED
Shares217 from 589
Change-372 (-63%)
Value$22.4K (-$38.2K)
Filed 2026-10-07
Centerpoint Advisors, LLC
INCREASED
Shares190 from 178
Change+12 (+7%)
Value$20 (+$2)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares176 from 1,833
Change-1,657 (-90%)
Value$18.1K (-$170.3K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
INCREASED
Shares175 from 62
Change+113 (+182%)
Value$18.1K (+$11.7K)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$17.4K (+$41)
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$16.5K (+$38)
Filed 2026-10-27
Nfsg Corp
NEW
Shares157
Change+157
Value$16.2K
Filed 2026-10-15
CX Institutional
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$16 ($0)
Filed 2026-10-02
Decker Retirement Planning Inc.
DECREASED
Shares141 from 47,245
Change-47,104 (-100%)
Value$14.5K (-$4.8M)
Filed 2026-10-19
Birch Financial Group, LLC
NEW
Shares139
Change+139
Value$14.3K
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$13.9K (+$33)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares118
Change+118
Value$12.2K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$10.2K (+$24)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$9.2K (+$21)
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.5K (+$20)
Filed 2026-10-26
Blue Trust, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$8.2K (+$19)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares75 from 981
Change-906 (-92%)
Value$7.7K (-$93.1K)
Filed 2026-10-30
West Branch Capital LLC
NEW
Shares61
Change+61
Value$6.3K
Filed 2026-10-20
Toth Financial Advisory Corp
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$6.0K (+$14)
Filed 2026-10-08
Evermay Wealth Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.7K (+$13)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$5.4K (+$13)
Filed 2026-10-30
Horizons Wealth Management
NEW
Shares47
Change+47
Value$4.8K
Filed 2026-10-05
Trust Co of Toledo NA
INCREASED
Shares44 from 18
Change+26 (+144%)
Value$4.5K (+$2.7K)
Filed 2026-10-16
Canton Hathaway, LLC
NEW
Shares43
Change+43
Value$4.4K
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.2K (+$9)
Filed 2026-10-14
Barrett & Company, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.8K (+$6)
Filed 2026-10-22
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares14 from 6
Change+8 (+133%)
Value$1.4K (+$826)
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.3K (+$3)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.1K (+$3)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares9 from 5
Change+4 (+80%)
Value$927 (+$413)
Filed 2026-11-03
Davis Capital Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$927 (+$2)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$570 (+$12)
Filed 2026-11-05
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$103 ($0)
Filed 2026-10-22
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 10,755
Change-10,755 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Johnson Financial Group, LLC
CLOSED
Shares0 from 7,120
Change-7,120 (-100%)
Value$0 (-$732.0K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,614
Change-4,614 (-100%)
Value$0 (-$474.4K)
Filed 2026-10-27
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 3,682
Change-3,682 (-100%)
Value$0 (-$379.0K)
Filed 2026-10-30
Abacus Planning Group, Inc.
CLOSED
Shares0 from 3,147
Change-3,147 (-100%)
Value$0 (-$323.5K)
Filed 2026-11-02
Ritholtz Wealth Management
CLOSED
Shares0 from 3,127
Change-3,127 (-100%)
Value$0 (-$321.5K)
Filed 2026-11-05
Corepath Wealth Partners LLC
CLOSED
Shares0 from 2,586
Change-2,586 (-100%)
Value$0 (-$264.7K)
Filed 2026-10-21
Fairway Financial, LLC
CLOSED
Shares0 from 2,466
Change-2,466 (-100%)
Value$0 (-$253.5K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 2,426
Change-2,426 (-100%)
Value$0 (-$249.4K)
Filed 2026-10-20
BayBridge Capital Group, LLC
CLOSED
Shares0 from 2,369
Change-2,369 (-100%)
Value$0 (-$243.6K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 2,155
Change-2,155 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-21
Old Peak Finance LLC
CLOSED
Shares0 from 1,952
Change-1,952 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-02
Evolution Wealth Management Inc.
CLOSED
Shares0 from 799
Change-799 (-100%)
Value$0 (-$82.1K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$55.2K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 402
Change-402 (-100%)
Value$0 (-$41.3K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$18.0K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-15
Maseco LLP
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$823)
Filed 2026-10-27
Bank of America Corp
N/A
Shares— from 9,455,930
Change-9,455,930 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,773,616
Change-7,773,616 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 5,431,650
Change-5,431,650 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,064,070
Change-5,064,070 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,873,244
Change-4,873,244 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,581,349
Change-4,581,349 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,972,639
Change-3,972,639 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,950,589
Change-2,950,589 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,642,193
Change-1,642,193 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,563,789
Change-1,563,789 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,533,371
Change-1,533,371 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,484,182
Change-1,484,182 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,283,855
Change-1,283,855 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,274,392
Change-1,274,392 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,221,505
Change-1,221,505 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,216,570
Change-1,216,570 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,115,547
Change-1,115,547 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,058,614
Change-1,058,614 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 973,616
Change-973,616 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 945,480
Change-945,480 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 907,376
Change-907,376 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 870,465
Change-870,465 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 656,526
Change-656,526 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 632,314
Change-632,314 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 557,789
Change-557,789 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 523,178
Change-523,178 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 519,661
Change-519,661 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 514,835
Change-514,835 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 509,934
Change-509,934 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 434,001
Change-434,001 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 375,979
Change-375,979 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 375,356
Change-375,356 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 314,863
Change-314,863 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 310,104
Change-310,104 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 297,816
Change-297,816 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 289,260
Change-289,260 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 269,484
Change-269,484 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 257,039
Change-257,039 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 251,429
Change-251,429 (-100%)
Value—
Blair William & Co
N/A
Shares— from 225,764
Change-225,764 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 220,180
Change-220,180 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 195,241
Change-195,241 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 191,817
Change-191,817 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 172,727
Change-172,727 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 171,088
Change-171,088 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 163,989
Change-163,989 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 156,526
Change-156,526 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 153,209
Change-153,209 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 137,081
Change-137,081 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 132,543
Change-132,543 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 126,104
Change-126,104 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 123,195
Change-123,195 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 118,838
Change-118,838 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 115,954
Change-115,954 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 105,989
Change-105,989 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 104,247
Change-104,247 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 104,183
Change-104,183 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 102,299
Change-102,299 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 99,054
Change-99,054 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 98,140
Change-98,140 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 84,064
Change-84,064 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 77,721
Change-77,721 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 76,512
Change-76,512 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 76,196
Change-76,196 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 74,537
Change-74,537 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 73,016
Change-73,016 (-100%)
Value—
Centennial Bank
N/A
Shares— from 67,925
Change-67,925 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 66,989
Change-66,989 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 63,623
Change-63,623 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 63,343
Change-63,343 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 63,116
Change-63,116 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 61,081
Change-61,081 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 60,293
Change-60,293 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 55,813
Change-55,813 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 51,867
Change-51,867 (-100%)
Value—
&partners
N/A
Shares— from 47,019
Change-47,019 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 46,023
Change-46,023 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 45,419
Change-45,419 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 44,378
Change-44,378 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 44,198
Change-44,198 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 44,064
Change-44,064 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 43,954
Change-43,954 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 43,951
Change-43,951 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 42,628
Change-42,628 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 39,754
Change-39,754 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 39,588
Change-39,588 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 39,555
Change-39,555 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 39,514
Change-39,514 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 37,025
Change-37,025 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 36,307
Change-36,307 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 35,948
Change-35,948 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 35,676
Change-35,676 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 35,550
Change-35,550 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 35,222
Change-35,222 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 35,002
Change-35,002 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 33,490
Change-33,490 (-100%)
Value—
WIT, LLC
N/A
Shares— from 32,336
Change-32,336 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 31,704
Change-31,704 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 30,349
Change-30,349 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 30,082
Change-30,082 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 29,771
Change-29,771 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 29,336
Change-29,336 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 29,204
Change-29,204 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 28,699
Change-28,699 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 28,457
Change-28,457 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 27,792
Change-27,792 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 26,718
Change-26,718 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 26,667
Change-26,667 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 25,675
Change-25,675 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 24,494
Change-24,494 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 24,432
Change-24,432 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 23,343
Change-23,343 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,480
Change-22,480 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,037
Change-21,037 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 20,297
Change-20,297 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 20,288
Change-20,288 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 19,007
Change-19,007 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 16,511
Change-16,511 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,884
Change-15,884 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,874
Change-15,874 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,556
Change-15,556 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 14,072
Change-14,072 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 14,039
Change-14,039 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,503
Change-13,503 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 13,382
Change-13,382 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 13,367
Change-13,367 (-100%)
Value—
Nepc LLC
N/A
Shares— from 13,340
Change-13,340 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,991
Change-12,991 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,870
Change-12,870 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 12,742
Change-12,742 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,622
Change-12,622 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 12,079
Change-12,079 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 11,830
Change-11,830 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,713
Change-11,713 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,166
Change-11,166 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 11,143
Change-11,143 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,382
Change-10,382 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 9,899
Change-9,899 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 9,413
Change-9,413 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 8,689
Change-8,689 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,111
Change-8,111 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,072
Change-8,072 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,750
Change-7,750 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,554
Change-7,554 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 7,432
Change-7,432 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,432
Change-7,432 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,113
Change-7,113 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,541
Change-6,541 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 6,071
Change-6,071 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Rogco, LP
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,403
Change-5,403 (-100%)
Value—
Simmons Bank
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,208
Change-5,208 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Fiduciary Counselling Inc
N/A
Shares— from 4,602
Change-4,602 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,216
Change-3,216 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Motco
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
EQ LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 772
Change-772 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 763
Change-763 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 658
Change-658 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 657
Change-657 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 620
Change-620 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 592
Change-592 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 568
Change-568 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 551
Change-551 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 320
Change-320 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 302
Change-302 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 260
Change-260 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 164
Change-164 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 24
Change-24 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 22
Change-22 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2
Change-2 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
US Bancorp \de\
DECREASED1,238,5791,287,442-48,863-4%$132.4M$127.6M-$4.7M2026-11-05
PNC Financial Services Group, Inc.
DECREASED962,440975,966-13,526-1%$100.3M$99.2M-$1.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED874,031846,705+27,326+3%$87.0M$90.1M+$3.0M2026-11-02
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED775,300775,30000%$79.7M$79.9M+$186.1K2026-10-15
Creative Planning
INCREASED609,730597,951+11,779+2%$61.5M$62.8M+$1.4M2026-11-02
Fifth Third Bancorp
DECREASED598,515615,682-17,167-3%$63.3M$61.7M-$1.6M2026-11-05
IMPACTfolio, LLC
INCREASED449,201430,343+18,858+4%$44.2M$46.3M+$2.0M2026-10-28
Mission Wealth Management, LP
DECREASED445,462492,111-46,649-9%$50.6M$45.9M-$4.7M2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED356,811346,929+9,882+3%$35.7M$36.8M+$1.1M2026-10-23
D.A. Davidson & Co.
DECREASED347,489356,409-8,920-2%$36.6M$35.8M-$833.7K2026-10-28
High Note Wealth, LLC
DECREASED309,558313,173-3,615-1%$32.2M$31.9M-$297.4K2026-10-27
Thrivent Financial for Lutherans
INCREASED307,629304,935+2,694+1%$31.3M$31.4M+$78.0K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED288,703282,212+6,491+2%$29.0M$29.8M+$736.6K2026-10-27
Eastern Bank
DECREASED276,229280,489-4,260-2%$28.8M$28.5M-$371.7K2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED266,189261,607+4,582+2%$26.7M$26.8M+$55.9K2026-10-13
Mather Group, Llc.
INCREASED251,884241,378+10,506+4%$24.8M$26.0M+$1.1M2026-10-14
Keybank National Association
DECREASED248,937249,137-2000%$25.6M$25.7M+$39.2K2026-11-04
Stanich Group LLC
INCREASED235,615232,994+2,621+1%$24.0M$24.3M+$325.9K2026-10-16
Bank of New York Mellon Corp
INCREASED232,734226,326+6,408+3%$23.3M$24.0M+$714.6K2026-11-05
Howland Capital Management LLC
INCREASED206,574203,791+2,783+1%$21.0M$21.3M+$335.7K2026-10-22
Windsor Capital Management, LLC
INCREASED188,912177,687+11,225+6%$18.3M$19.5M+$1.2M2026-10-13
FinArc Investments, Inc.
INCREASED187,800186,142+1,658+1%$19.1M$19.4M+$215.5K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED184,013172,080+11,933+7%$17.7M$19.0K-$17.7M2026-11-02
Modera Wealth Management, LLC
DECREASED144,579146,928-2,349-2%$15.1M$14.9M-$206.8K2026-10-28
Shira Ridge Wealth Management
INCREASED137,458135,088+2,370+2%$13.9M$14.2M+$276.7K2026-10-09
Wealth Architects, LLC
INCREASED132,508132,123+385+0%$13.6M$13.7M+$71.4K2026-11-03
Fund Evaluation Group, LLC
INCREASED127,812116,875+10,937+9%$12.0M$13.2M+$1.2M2026-11-05
Roof Eidam Maycock Peralta, LLC
DECREASED112,308113,018-710-1%$11.6M$11.6M-$46.0K2026-10-15
Truist Financial Corp
DECREASED108,401111,208-2,807-3%$11.4M$11.2M-$262.6K2026-10-30
Mirae Asset Global Investments Co., Ltd.
DECREASED103,570109,170-5,600-5%$11.2M$10.7M-$550.9K2026-11-03
Park Avenue Securities LLC
INCREASED100,96271,523+29,439+41%$7.4M$10.4K-$7.3M2026-10-26
HB Wealth Management, LLC
INCREASED100,57196,757+3,814+4%$9.9M$10.4M+$416.3K2026-10-23
Blue Sky Capital Consultants Group, Inc.
INCREASED98,88544,311+54,574+123%$4.6M$10.2M+$5.6M2026-10-13
Farther Finance Advisors, LLC
INCREASED93,62779,580+14,047+18%$8.2M$9.6M+$1.5M2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED92,31595,969-3,654-4%$9.9M$9.5M-$353.5K2026-10-16
Orgel Wealth Management, LLC
INCREASED91,40790,566+841+1%$9.3M$9.4M+$108.4K2026-10-14
Mascoma Wealth Management LLC
INCREASED90,49378,697+11,796+15%$8.1M$9.3M+$1.2M2026-10-23
Laurel Wealth Planning LLC
DECREASED89,05989,199-1400%$9.2M$9.2M+$7.0K2026-11-02
Clearstead Advisors, LLC
DECREASED87,902106,479-18,577-17%$10.9M$9.1M-$1.9M2026-11-06
Apella Capital, LLC
INCREASED81,59978,962+2,637+3%$8.1M$8.3M+$201.6K2026-10-08
Jnba Financial Advisors
INCREASED76,51674,525+1,991+3%$7.7M$7.9M+$223.1K2026-11-03
Principal Financial Group Inc
DECREASED73,323104,788-31,465-30%$10.8M$7.6M-$3.2M2026-11-02
Xena Financial Planning, LLC
DECREASED71,37375,138-3,765-5%$7.7M$7.4M-$370.0K2026-10-13
Kestra Advisory Services, LLC
INCREASED70,32363,656+6,667+10%$6.5M$7.2M+$702.3K2026-11-02
Relyea Zuckerberg Hanson LLC
INCREASED69,64268,476+1,166+2%$7.0M$7.2M+$136.6K2026-10-20
Facet Wealth, Inc.
DECREASED69,18070,247-1,067-2%$7.2M$7.1M-$93.1K2026-11-04
Accredited Investors Inc.
DECREASED61,55763,199-1,642-3%$6.5M$6.3M-$154.0K2026-11-03
Oppenheimer Asset Management Inc.
DECREASED59,12159,699-578-1%$6.1M$6.1M-$45.2K2026-10-27
Central Trust Co
DECREASED58,73759,911-1,174-2%$6.2M$6.1M-$106.6K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED57,29857,267+31+0%$5.9M$5.9M+$16.9K2026-10-14
RVW Wealth, LLC
DECREASED56,79957,446-647-1%$5.9M$5.9M-$52.9K2026-10-06
Citizens Financial Group Inc
DECREASED55,20856,017-809-1%$5.8M$5.7M-$69.9K2026-10-23
Impact Investors, Inc
DECREASED54,868110,574-55,706-50%$11.4M$5.7M-$5.7M2026-11-02
Garde Capital, Inc.
INCREASED50,41949,875+544+1%$5.1M$5.2M+$68.0K2026-10-29
Savant Capital, LLC
DECREASED48,87050,941-2,071-4%$5.2M$5.0M-$202.2K2026-11-06
eCIO, Inc.
INCREASED43,87539,656+4,219+11%$4.1M$4.5M+$458.2K2026-11-02
Midwest Financial Partners Investments, Inc.
DECREASED41,99043,255-1,265-3%$4.4M$4.3M-$120.0K2026-10-08
Pine Haven Investment Counsel, Inc
INCREASED41,59740,132+1,465+4%$4.1M$4.3M+$160.6K2026-11-02
Ethic Inc.
INCREASED41,2426,432+34,810+541%$661.3K$4.2M+$3.6M2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED40,61640,118+498+1%$4.1M$4.2M+$60.9K2026-10-15
Affiance Financial, LLC
INCREASED40,29539,390+905+2%$4.0M$4.2M+$102.7K2026-10-15
True Blue Financial, LLC
DECREASED40,09950,024-9,925-20%$5.1M$4.1M-$1.0M2026-10-15
Axxcess Wealth Management, LLC
INCREASED39,39736,540+2,857+8%$3.8M$4.1M+$303.2K2026-10-21
Integris Wealth Management, LLC
DECREASED38,31739,848-1,531-4%$4.1M$3.9M-$148.3K2026-10-14
Canandaigua National Bank & Trust Co
INCREASED37,50037,237+263+1%$3.8M$3.9M+$36.0K2026-10-07
Sincerus Advisory, LLC
INCREASED37,12636,579+547+2%$3.8M$3.8M+$65.2K2026-10-09
Midwest Trust Co
INCREASED37,09936,677+422+1%$3.8M$3.8M+$52.3K2026-10-22
Nottingham Advisors, Inc.
DECREASED36,85440,064-3,210-8%$4.1M$3.8M-$313.1K2026-10-29
Bailard, Inc.
DECREASED36,34336,895-552-1%$3.8M$3.7M-$48.0K2026-10-13
Vision Capital Management, Inc.
DECREASED34,78535,745-960-3%$3.7M$3.6M-$90.4K2026-10-20
GC Wealth Management RIA, LLC
INCREASED33,75633,427+329+1%$3.4M$3.5M+$41.9K2026-11-02
Wealth Advisory Team LLC
DECREASED33,32533,679-354-1%$3.5M$3.4M-$28.4K2026-11-05
Klaas Financial Asset Advisors, LLC
DECREASED33,06633,241-175-1%$3.4M$3.4M-$10.1K2026-10-19
Neumann Capital Management, LLC
NEW32,976—+32,976——$3.4M—2026-10-15
Wesbanco Bank Inc
INCREASED31,80129,778+2,023+7%$3.1M$3.3M+$215.6K2026-11-04
Montis Financial, LLC
DECREASED30,97432,084-1,110-3%$3.3M$3.2M-$106.7K2026-11-04
Brookstone Capital Management
INCREASED30,87328,020+2,853+10%$2.9M$3.2M+$300.7K2026-10-22
Ulrich Consultants & Investment Group, LLC
NEW30,419—+30,419——$3.1M—2026-10-13
Plancorp, LLC
DECREASED30,15933,458-3,299-10%$3.4M$3.1M-$325.5K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED29,38330,006-623-2%$3.1M$3.0M-$57.0K2026-10-16
Compound Planning, Inc.
INCREASED28,93825,571+3,367+13%$2.6M$3.0M+$353.1K2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED27,86727,564+303+1%$2.8M$2.9M+$37.8K2026-10-05
RTD Financial Advisors, Inc.
DECREASED27,78927,951-162-1%$2.9M$2.9M-$10.0K2026-10-09
Brooklyn FI, LLC
INCREASED27,70927,600+109+0%$2.9M$2.9M+$57.5K2026-11-05
Baron Financial Group, LLC
DECREASED27,60030,130-2,530-8%$3.1M$2.8M-$253.5K2026-10-09
Torren Management, LLC
UNCHANGED26,77826,77800%$2.8M$2.8M+$6.4K2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED26,75726,458+299+1%$2.7M$2.8M+$37.2K2026-10-29
Pioneer Wealth Management Group
DECREASED26,56729,230-2,663-9%$3.0M$2.7M-$267.4K2026-10-09
Brandywine OAK Private Wealth LLC
DECREASED26,51627,282-766-3%$2.8M$2.7M-$72.4K2026-10-23
Choreo, LLC
INCREASED25,98325,976+7+0%$2.7M$2.7M+$7.0K2026-10-28
Merit Financial Group, LLC
INCREASED25,80221,802+4,000+18%$2.2M$2.7M+$417.4K2026-11-06
Halbert Hargrove Global Advisors, LLC
DECREASED25,62526,102-477-2%$2.7M$2.6M-$42.9K2026-10-16
Wingate Wealth Advisors, Inc.
UNCHANGED25,37525,37500%$2.6M$2.6M+$6.1K2026-10-26
TriaGen Wealth Management LLC
DECREASED24,45824,502-440%$2.5M$2.5M+$1.3K2026-10-14
Citigroup Inc
INCREASED23,92122,458+1,463+7%$2.3M$2.5M+$156.2K2026-11-04
Vicus Capital
INCREASED23,84023,314+526+2%$2.4M$2.5M+$59.8K2026-11-05
CFM Wealth Partners LLC
INCREASED23,79123,352+439+2%$2.4M$2.5M+$50.8K2026-11-05
Cranbrook Wealth Management, LLC
DECREASED23,78824,307-519-2%$2.5M$2.5M-$47.6K2026-10-28
Aureum Wealth Management, LLC
DECREASED23,20723,363-156-1%$2.4M$2.4M-$10.5K2026-10-15
BigSur Wealth Management LLC
UNCHANGED23,00023,00000%$2.4M$2.4M+$5.5K2026-10-13
A&I Financial Services, LLC
INCREASED21,85813,210+8,648+65%$1.4M$2.3M+$894.3K2026-10-15
Olio Financial Planning
DECREASED21,77321,848-750%$2.2M$2.2M-$2.5K2026-10-22
Penobscot Wealth Management
INCREASED20,81516,485+4,330+26%$1.7M$2.1M+$450.1K2026-10-21
Birchwood Financial Partners, Inc.
INCREASED20,75617,319+3,437+20%$1.8M$2.1M+$358.3K2026-11-02
Values Added Financial LLC
INCREASED20,39619,957+439+2%$2.1M$2.1M+$50.0K2026-10-28
Chicago Partners Investment Group LLC
INCREASED20,09119,206+885+5%$2.0M$2.0M+$89.7K2026-10-27
Assetmark, Inc
INCREASED20,02512,524+7,501+60%$1.3M$2.1M+$776.0K2026-10-21
First Financial Bank - Trust Division
UNCHANGED20,01820,01800%$2.1M$2.1M+$4.8K2026-10-01
Ryan Investment Management, Inc.
INCREASED19,75917,994+1,765+10%$1.8M$2.0M+$186.2K2026-10-20
Birchbrook, Inc.
DECREASED19,55619,576-200%$2.0M$2.0M+$2.6K2026-10-14
Elevation Wealth Partners, LLC
INCREASED19,29617,841+1,455+8%$1.8M$2.0M+$154.2K2026-10-07
Vise Technologies, Inc.
INCREASED18,99011,615+7,375+64%$1.2M$2.0M+$762.8K2026-10-29
Archer Investment Management, LLC
INCREASED18,70210,367+8,335+80%$1.1M$1.9M+$861.4K2026-10-13
Trilogy Capital Inc.
INCREASED18,33617,232+1,104+6%$1.8M$1.9M+$117.9K2026-10-20
White Lighthouse Investment Management Inc.
INCREASED18,21618,035+181+1%$1.9M$1.9M+$23.0K2026-10-21
rebel Financial LLC
DECREASED17,97222,032-4,060-18%$2.3M$1.9M-$413.1K2026-11-04
Madrid Wealth Management, LLC
DECREASED17,90218,397-495-3%$1.9M$1.8M-$46.6K2026-10-23
Parallel Advisors, LLC
INCREASED17,69916,515+1,184+7%$1.7M$1.8M+$125.9K2026-11-03
Acropolis Investment Management, LLC
INCREASED17,57617,563+13+0%$1.8M$1.8M+$5.6K2026-10-08
RHS Financial, LLC
INCREASED17,50517,345+160+1%$1.8M$1.8M+$20.7K2026-10-13
CGN Advisors LLC
DECREASED16,49716,552-550%$1.7M$1.7M-$1.7K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED16,4848,161+8,323+102%$839.1K$1.7M+$859.6K2026-11-03
Weil Company, Inc.
DECREASED16,37317,667-1,294-7%$1.8M$1.7M-$129.1K2026-10-14
Williams & Novak Wealth Management, LLC
UNCHANGED15,92015,92000%$1.6M$1.6M+$3.8K2026-10-09
Caliber Wealth Management, LLC / KS
INCREASED15,39415,296+98+1%$1.6M$1.6M+$13.8K2026-11-04
Sage Advisory Services, Ltd.Co.
DECREASED15,25615,262-60%$1.6M$1.6M+$3.0K2026-10-29
Richard P Slaughter Associates Inc
DECREASED15,16617,342-2,176-13%$1.8M$1.6M-$220.1K2026-10-13
Werba Rubin Papier Wealth Management
DECREASED15,00015,108-108-1%$1.6M$1.5M-$7.5K2026-11-06
Brewster Financial Planning LLC
INCREASED14,93211,260+3,672+33%$1.2M$1.5M+$381.1K2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED14,75915,808-1,049-7%$1.6M$1.5M-$104.3K2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED14,5768,652+5,924+68%$889.5K$1.5M+$612.5K2026-10-23
Armbruster Capital Management, Inc.
UNCHANGED14,14714,14700%$1.5M$1.5M+$3.4K2026-10-19
Bell Bank
INCREASED14,0724,642+9,430+203%$477.2K$1.5M+$972.9K2026-10-21
HF Advisory Group, LLC
INCREASED14,07113,626+445+3%$1.4M$1.5M+$49.1K2026-10-09
Coastline Trust Co
DECREASED14,06515,997-1,932-12%$1.6M$1.4M-$195.3K2026-10-01
Perigon Wealth Management, LLC
INCREASED13,76712,607+1,160+9%$1.3M$1.4M+$122.5K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED13,45813,946-488-3%$1.4M$1.4M-$46.9K2026-10-28
Pathway Financial Advisors LLC
INCREASED13,45512,439+1,016+8%$1.3M$1.4M+$101.5K2026-10-07
Crestwood Advisors Group, LLC
INCREASED13,20511,963+1,242+10%$1.2M$1.4M+$130.9K2026-10-27
Wealthcare Advisory Partners LLC
DECREASED12,29512,809-514-4%$1.3M$1.3M-$49.9K2026-10-21
Omega Financial Group, LLC
DECREASED12,24812,581-333-3%$1.3M$1.3M-$31.3K2026-10-29
Plante Moran Financial Advisors, LLC
UNCHANGED12,20712,20700%$1.3M$1.3M+$2.9K2026-11-04
Argentarii, LLC
UNCHANGED12,20212,20200%$1.3M$1.3M-$49.9K2026-10-28
WestHill Financial Advisors, Inc.
NEW11,822—+11,822——$1.2M—2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED11,42011,595-175-2%$1.2M$1.2M-$15.3K2026-10-05
Dynamic Advisor Solutions LLC
INCREASED11,33011,191+139+1%$1.2M$1.2M+$17.0K2026-10-13
McAdam, LLC
INCREASED11,24610,532+714+7%$1.1M$1.2M+$76.1K2026-10-21
XY Planning Network, Inc.
INCREASED11,17811,176+2+0%$1.1M$1.2M+$2.9K2026-10-14
Pittenger & Anderson Inc
INCREASED11,13410,083+1,051+10%$1.0M$1.1M+$110.7K2026-11-02
LexAurum Advisors, LLC
INCREASED10,93410,809+125+1%$1.1M$1.1M+$15.4K2026-10-19
Diversify Wealth Management, LLC
INCREASED10,9278,275+2,652+32%$853.0K$1.1M+$270.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED10,9278,275+2,652+32%$853.0K$1.1M+$270.3K2026-10-20
Higgins & Schmidt Wealth Strategies LLC
INCREASED10,86010,500+360+3%$1.1M$1.1M+$39.6K2026-10-26
Aprio Wealth Management, LLC
DECREASED10,73513,376-2,641-20%$1.4M$1.1M-$268.9K2026-10-28
Orin Green Financial, LLC
INCREASED10,72510,359+366+4%$1.1M$1.1M+$40.2K2026-10-19
Diversified Enterprises, LLC
DECREASED10,68711,291-604-5%$1.2M$1.1M-$59.6K2026-10-19
Ipsen Advisor Group LLC
DECREASED10,59212,668-2,076-16%$1.3M$1.1M-$210.8K2026-10-29
Cambridge Financial Group, LLC
UNCHANGED10,57610,57600%$1.1M$1.1M$02026-10-06
Presilium Private Wealth, LLC
DECREASED10,56310,861-298-3%$1.1M$1.1M-$28.1K2026-10-26
Quadrant Capital Group LLC
UNCHANGED10,46810,46800%$1.1M$1.1M-$1.8K2026-10-20
Foster Group, Inc.
DECREASED10,45311,794-1,341-11%$1.2M$1.1M-$135.3K2026-10-13
Asset Dedication, LLC
DECREASED10,42410,727-303-3%$1.1M$1.1M-$28.7K2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED10,38110,374+7+0%$1.1M$1.1M+$3.2K2026-10-16
Parcion Private Wealth LLC
UNCHANGED10,29810,29800%$1.1M$1.1M+$2.5K2026-10-28
Sigma Investment Counselors Inc
UNCHANGED10,19310,19300%$1.0M$1.1M+$2.4K2026-10-27
Capital Advantage, Inc.
INCREASED10,1756,867+3,308+48%$706.0K$1.0M+$342.5K2026-10-14
Wealth Analytics Partners, LLC
INCREASED10,1759,408+767+8%$969.8K$1.0M+$78.8K2026-10-19
Daiwa Securities Group Inc.
INCREASED10,1603,450+6,710+194%$354.7K$1.0M+$692.3K2026-10-29
Concurrent Investment Advisors, LLC
DECREASED10,15410,155-10%$1.0M$1.0M+$2.3K2026-10-16
Private Wealth Management Group, LLC
DECREASED10,05913,123-3,064-23%$1.3M$1.0M-$312.6K2026-10-19
Regatta Capital Group, LLC
DECREASED9,9029,943-410%$1.0M$1.0M-$1.8K2026-10-23
ERn Financial, LLC
DECREASED9,7759,952-177-2%$1.0M$1.0M-$15.9K2026-10-28
MGO One Seven LLC
INCREASED9,6547,107+2,547+36%$730.7K$994.8K+$264.2K2026-10-28
Financial Planning Fort Collins, LLC
INCREASED9,3279,325+2+0%$961.2K$961.2K-$742026-10-16
SAX Wealth Advisors, LLC
DECREASED9,2679,415-148-2%$900.3K$955.0K+$54.7K2026-10-13
Shepherd Financial Partners LLC
INCREASED9,2609,256+4+0%$951.6K$954.2K+$2.6K2026-11-03
Walkner Condon Financial Advisors LLC
DECREASED9,2009,202-20%$946.0K$948.0K+$2.0K2026-11-02
PDS Planning, Inc
INCREASED8,7798,509+270+3%$874.8K$904.6K+$29.9K2026-11-03
Birch Hill Investment Advisors LLC
UNCHANGED8,6838,68300%$892.7K$894.8K+$2.1K2026-10-16
Horst & Graben Wealth Management LLC
INCREASED8,6315,988+2,643+44%$611.1K$889.5K+$278.3K2026-11-02
Great Diamond Partners, LLC
INCREASED8,5948,184+410+5%$841.4K$885.6K+$44.2K2026-10-13
Montecito Bank & Trust
DECREASED8,5548,654-100-1%$889.7K$881.5K-$8.2K2026-10-01
Bell Investment Advisors, Inc
DECREASED8,4408,713-273-3%$895.8K$869.7K-$26.0K2026-10-29
Zenith Solutions, Inc.
DECREASED8,33710,117-1,780-18%$1.0M$859.1K-$181.0K2026-10-19
Peak Financial Management, Inc.
DECREASED8,2608,295-350%$852.9K$851.3K-$1.6K2026-10-16
Aspiriant, LLC
INCREASED8,2397,883+356+5%$810.5K$849.0K+$38.6K2026-10-16
Gerber Kawasaki Wealth & Investment Management
INCREASED8,0867,468+618+8%$767.9K$833.3K+$65.4K2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED7,9907,731+259+3%$794.8K$823.3K+$28.5K2026-11-04
Courier Capital LLC
DECREASED7,8548,412-558-7%$864.8K$809.3K-$55.5K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED7,7607,488+272+4%$769.8K$799.6K+$29.8K2026-10-26
Wedmont Private Capital
INCREASED7,6807,652+28+0%$791.1K$781.8K-$9.3K2026-10-09
Symmetry Partners, LLC
DECREASED7,6567,671-150%$788.7K$789.0K+$2952026-10-27
Brighton Jones LLC
INCREASED7,6527,166+486+7%$736.7K$788.6K+$51.9K2026-11-03
Level Financial Advisors
UNCHANGED7,6517,65100%$786.6K$788.4K+$1.8K2026-10-13
Paulson Wealth Management Inc.
INCREASED7,5697,145+424+6%$734.6K$780.0K+$45.4K2026-11-02
Sharper & Granite LLC
DECREASED7,3027,572-270-4%$778.5K$698.2K-$80.3K2026-11-02
Associated Banc-Corp
INCREASED7,2776,310+967+15%$648.7K$749.9K+$101.2K2026-10-30
WT Wealth Management
INCREASED7,0036,431+572+9%$661.2K$721.6K+$60.5K2026-10-13
Aufman Associates Inc
UNCHANGED7,0037,00300%$720.0K$721.6K+$1.7K2026-11-04
Aaron Wealth Advisors LLC
INCREASED6,9756,065+910+15%$623.6K$718.9K+$95.2K2026-10-13
Sage Financial Group Inc
INCREASED6,9726,911+61+1%$710.5K$718.5K+$7.9K2026-10-27
Private Trust Co NA
UNCHANGED6,8456,84500%$703.7K$705.4K+$1.6K2026-10-20
Moller Wealth Partners
INCREASED6,8046,452+352+5%$663.3K$701.2K+$37.8K2026-10-15
Founders Financial Securities LLC
DECREASED6,7276,788-61-1%$697.9K$693.2K-$4.7K2026-10-28
Baker Avenue Asset Management, LP
INCREASED6,6184,704+1,914+41%$483.6K$681.9K+$198.3K2026-11-06
Matrix Asset Advisors Inc
INCREASED6,5786,481+97+2%$666.3K$677.9K+$11.6K2026-10-13
IFP Advisors, Inc
DECREASED6,3667,045-679-10%$724.3K$656.0K-$68.3K2026-10-16
RCS Financial Planning, LLC
INCREASED6,3196,071+248+4%$624.2K$651.1K+$27.0K2026-10-14
Farrell Financial LLC
DECREASED6,2856,610-325-5%$679.6K$647.7K-$31.9K2026-10-16
CIBC Asset Management Inc
UNCHANGED6,2456,24500%$642.0K$643.5K+$1.5K2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED6,2364,615+1,621+35%$474.5K$642.6K+$168.2K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED6,2345,733+501+9%$589.4K$642.4K+$53.0K2026-10-30
Mogy Joel R Investment Counsel Inc
UNCHANGED6,2306,23000%$640.5K$642.0K+$1.5K2026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED6,2296,22900%$640.4K$641.9K+$1.5K2026-10-23
Able Financial Group, LLC
DECREASED6,0196,104-85-1%$627.6K$620.3K-$7.3K2026-10-14
Old Mission Investment Co LLC
UNCHANGED6,0006,00000%$616.9K$618.3K+$1.4K2026-10-22
Equita Financial Network, Inc.
DECREASED5,9436,223-280-4%$639.8K$612.4K-$27.4K2026-10-19
Beacon Financial Planning, Inc
UNCHANGED5,8045,80400%$596.7K$598.1K+$1.4K2026-11-04
Shotwell Rutter Baer Inc
DECREASED5,7885,802-140%$596.5K$596.5K-$512026-10-14
AlphaCore Capital LLC
UNCHANGED5,7695,76900%$593.1K$594.5K+$1.4K2026-11-04
Bangor Savings Bank
INCREASED5,6405,532+108+2%$568.7K$581.2K+$12.5K2026-10-06
Ddfg, Inc
UNCHANGED5,4885,48800%$564.3K$565.6K+$1.3K2026-10-15
Leverty Financial Group, LLC
INCREASED5,4343,788+1,646+43%$389.4K$560.0K+$170.5K2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED5,4075,885-478-8%$605.0K$557.2K-$47.8K2026-10-07
TD Private Client Wealth LLC
DECREASED5,3995,813-414-7%$597.6K$556.4K-$41.3K2026-10-28
DWR Wealth Management, LLC
INCREASED5,3044,706+598+13%$482.3K$550.3K+$68.1K2026-10-13
Milestone Investment Advisors LLC
DECREASED5,2615,346-85-2%$549.6K$542.1K-$7.5K2026-11-05
North Berkeley Wealth Management, LLC
INCREASED5,2504,789+461+10%$492.4K$541.0K+$48.7K2026-11-02
BLB&B Advisors, LLC
UNCHANGED5,2155,21500%$536.2K$537.4K+$1.3K2026-10-27
Bigelow Investment Advisors, LLC
DECREASED5,1995,212-130%$535.8K$535.7K-$882026-10-13
Curtis Advisory Group, LLC
UNCHANGED5,0575,05700%$519.9K$521.1K+$1.2K2026-10-28
SigFig Wealth Management, LLC
DECREASED5,0205,162-142-3%$529.0K$517.3K-$11.7K2026-10-07
Schmidt P J Investment Management Inc
INCREASED4,9773,830+1,147+30%$393.8K$512.9K+$119.1K2026-11-02
Sentinel Trust Co LBA
DECREASED4,9155,210-295-6%$536$506.0K+$505.5K2026-11-03
Sharkey, Howes & Javer
INCREASED4,8914,699+192+4%$483.1K$504.0K+$20.9K2026-10-22
United Asset Strategies, Inc.
INCREASED4,8654,705+160+3%$483.7K$501.3K+$17.6K2026-10-28
Sherman Asset Management, Inc.
UNCHANGED4,8654,86500%$500.2K$501.3K+$1.2K2026-11-05
Valley National Advisers Inc
INCREASED4,8274,740+87+2%$487.4K$497.5K+$10.1K2026-10-23
Affinity Capital Advisors, LLC
DECREASED4,8214,841-200%$505.5K$494.0K-$11.5K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED4,7533,273+1,480+45%$336.5K$489.8K+$153.3K2026-10-22
Veracity Capital LLC
UNCHANGED4,6804,68000%$481.1K$482.2K+$1.1K2026-10-08
StoneX Group Inc.
NEW4,662—+4,662——$487.8K—2026-11-03
Compass Ion Advisors, LLC
UNCHANGED4,6224,62200%$475.2K$476.3K+$1.1K2026-10-23
Heritage Family Offices, LLP
UNCHANGED4,6144,61400%$474.4K$475.5K+$1.1K2026-11-02
Sage Mountain Advisors LLC
UNCHANGED4,5974,59700%$472.6K$473.7K+$1.1K2026-11-02
Morling Financial Advisors, LLC
DECREASED4,5844,922-338-7%$506.0K$472.4K-$33.7K2026-10-28
Capital Management Associates, Inc
UNCHANGED4,5004,50000%$462.6K$463.7K+$1.1K2026-10-20
Hughes Financial Services, LLC
INCREASED4,4664,439+27+1%$456.4K$462.3K+$5.9K2026-10-30
Pecaut & Co.
DECREASED4,4524,481-29-1%$460.7K$458.8K-$1.9K2026-10-27
AdvisorNet Financial, Inc
INCREASED4,4314,188+243+6%$430.6K$451.8K+$21.3K2026-10-15
Appleton Partners Inc
UNCHANGED4,3864,38600%$451.0K$452-$450.5K2026-10-30
New England Private Wealth Advisors LLC
UNCHANGED4,3234,32300%$443.4K$445.4K+$2.1K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED4,3093,689+620+17%$379.3K$444.1K+$64.8K2026-10-13
Envision Financial LLC
INCREASED4,2644,234+30+1%$435.3K$439.4K+$4.1K2026-10-15
Apollon Wealth Management, LLC
INCREASED4,2623,504+758+22%$360.2K$439.2K+$79.0K2026-10-23
Truefg, LLC
INCREASED4,2464,230+16+0%$434.9K$437.6K+$2.7K2026-10-15
Darden Wealth Group Inc
UNCHANGED4,2334,23300%$435.2K$436.2K+$1.0K2026-11-06
Focus Financial Network, Inc.
INCREASED4,2213,940+281+7%$405.1K$435.0K+$29.9K2026-10-14
Etesian Wealth Advisors, Inc.
INCREASED4,2204,153+67+2%$427.0K$434.9K+$7.9K2026-10-27
Verus Capital Partners, LLC
INCREASED4,1303,895+235+6%$400.4K$425.6K+$25.2K2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED4,1253,769+356+9%$387.5K$425.1K+$37.6K2026-10-13
Fulcrum Capital LLC
UNCHANGED4,0894,08900%$420.4K$421.4K+$9812026-10-15
Opulen Financial Group LLC
INCREASED4,0804,030+50+1%$414.3K$420.4K+$6.1K2026-10-22
CWC Advisors, Llc.
UNCHANGED4,0744,07400%$418.9K$419.8K+$9772026-10-15
Nautilus Advisors LLC
UNCHANGED4,0004,00000%$413.6K$412.2K-$1.4K2026-10-07
Villere ST Denis J & Co LLC
UNCHANGED4,0004,00000%$411.2K$412.2K+$9602026-11-04
Hanson & Doremus Investment Management
UNCHANGED3,9953,99500%$411.0K$412-$410.6K2026-10-16
Krilogy Financial LLC
DECREASED3,9763,980-40%$409.2K$406.4K-$2.8K2026-10-13
Warren Street Wealth Advisors, LLC
DECREASED3,9394,542-603-13%$467.0K$405.9K-$61.0K2026-11-04
Gemmer Asset Management LLC
INCREASED3,9103,717+193+5%$382.1K$402.9K+$20.8K2026-10-16
Stephenson & Company, Inc.
DECREASED3,8673,869-20%$397.8K$398.5K+$7222026-10-30
JGP Wealth Management, LLC
INCREASED3,8662,941+925+31%$302.4K$398.4K+$96.0K2026-10-13
Confluence Wealth Services, Inc.
INCREASED3,8533,839+14+0%$394.6K$397.0K+$2.4K2026-11-05
DWM Financial Group, Inc.
DECREASED3,8483,874-26-1%$368.4K$396.5K+$28.2K2026-10-28
Harbor Group, Inc.
UNCHANGED3,8233,82300%$393.0K$393.9K+$9182026-10-14
Lido Advisors, LLC
INCREASED3,8073,070+737+24%$315.7K$392.3K+$76.7K2026-11-04
True Link Financial Advisors, LLC
UNCHANGED3,8063,80600%$391.3K$392.2K+$9132026-10-27
Cassilly Financial Group LLC
INCREASED3,7403,711+29+1%$381.5K$385.4K+$3.9K2026-10-07
Wealth Dimensions Group, Ltd.
UNCHANGED3,6903,69000%$379.4K$380.3K+$8852026-11-02
Hill Island Financial LLC
UNCHANGED3,6753,67500%$377.8K$378.7K+$8812026-10-20
Lodestar Private Asset Management LLC
INCREASED3,6503,510+140+4%$360.9K$376.1K+$15.3K2026-10-26
Endeavor Private Wealth, Inc.
DECREASED3,6403,658-180%$376.1K$375.1K-$9772026-11-05
Avior Wealth Management, LLC
INCREASED3,5743,572+2+0%$367.3K$368.3K+$1.1K2026-10-13
Signaturefd, LLC
DECREASED3,5243,551-27-1%$365.1K$363.1K-$1.9K2026-10-23
BridgePort Financial Solutions, LLC
INCREASED3,5223,387+135+4%$348.2K$362.9K+$14.7K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED3,5143,328+186+6%$342.2K$362.1K+$20.0K2026-10-28
Motive Wealth Advisors
UNCHANGED3,5123,51200%$361.1K$361.9K+$8432026-10-26
Financial Insights, Inc.
DECREASED3,5053,555-50-1%$365.5K$361.2K-$4.3K2026-10-27
Shum Financial Group, Inc.
INCREASED3,4913,223+268+8%$331.4K$359.8K+$28.4K2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED3,3703,37000%$346.5K$347.3K+$8092026-10-16
Cornerstone Planning Group LLC
DECREASED3,2743,402-128-4%$351.6K$335.4K-$16.1K2026-10-16
Rossby Financial, LCC
INCREASED3,1672,568+599+23%$264.0K$326.4K+$62.3K2026-11-05
RFG Advisory, LLC
DECREASED3,1633,191-28-1%$328.1K$326.0K-$2.1K2026-11-03
Avantax Planning Partners, Inc.
UNCHANGED3,1463,14600%$323.4K$324.2K+$7552026-11-03
NorthCrest Asset Manangement, LLC
DECREASED3,1373,150-130%$324.7K$319.3K-$5.4K2026-10-13
Wealth Management Nebraska
UNCHANGED3,1113,11100%$319.8K$320.6K+$7472026-10-26
Trust Co of Vermont
INCREASED3,0212,972+49+2%$305.6K$311.3K+$5.8K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED3,0193,675-656-18%$377.9K$311.1K-$66.7K2026-10-20
Lake Street Private Wealth, LLC
UNCHANGED3,0143,01400%$309.9K$310.6K+$7242026-10-22
First Hawaiian Bank
DECREASED3,0123,085-73-2%$317.2K$310.4K-$6.8K2026-10-14
Tortoise Investment Management, LLC
UNCHANGED2,9962,99600%$308.0K$308.7K+$7192026-11-06
Nadler Financial Group, Inc.
DECREASED2,9753,130-155-5%$321.8K$306.6K-$15.2K2026-10-23
Connecticut Wealth Management, LLC
INCREASED2,9712,835+136+5%$291.5K$306.2K+$14.7K2026-10-13
XML Financial, LLC
UNCHANGED2,9432,94300%$302.6K$303.3K+$7062026-10-29
CWS Financial Advisors, LLC
INCREASED2,9372,930+7+0%$301.2K$302.7K+$1.4K2026-10-16
Crusonia Wealth Advisors LLC
UNCHANGED2,9102,91000%$299.2K$299.9K+$6992026-10-26
Well Done, LLC
INCREASED2,8462,833+13+0%$291.3K$293.3K+$2.0K2026-10-20
BAR Harbor Wealth Management
UNCHANGED2,8032,80300%$288.2K$288.8K+$6732026-10-21
Investment Research Partners LLC
UNCHANGED2,8012,80100%$288.0K$288.6K+$6722026-10-19
Hoxton Planning & Management, LLC
NEW2,755—+2,755——$283.9K—2026-10-15
Avail Investment Partners, LLC
UNCHANGED2,7522,75200%$282.9K$283.6K+$6612026-10-16
WBH Advisory Inc
INCREASED2,7512,272+479+21%$233.6K$283.5K+$49.9K2026-11-05
APS Management Group, Inc.
DECREASED2,7392,741-20%$281.8K$282.3K+$4522026-10-14
Topel & Distasi Wealth Management, LLC
UNCHANGED2,7162,71600%$279.2K$279.9K+$6522026-11-05
Elmwood Wealth Management, Inc.
INCREASED2,7142,514+200+8%$258.5K$279.7K+$21.2K2026-10-14
SmartHarvest Portfolios, LLC
UNCHANGED2,6012,60100%$267.4K$268.0K+$6242026-10-26
Prospera Financial Services Inc
DECREASED2,5782,681-103-4%$275.7K$264.9K-$10.8K2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,5762,57600%$264.8K$265.5K+$6182026-10-15
Rede Wealth, LLC
DECREASED2,5692,606-37-1%$267.9K$264.7K-$3.2K2026-10-22
Busey Bank
UNCHANGED2,5602,56000%$263.2K$263.8K+$6142026-10-26
EverSource Wealth Advisors, LLC
INCREASED2,5471,666+881+53%$171.3K$262.5K+$91.2K2026-11-04
WealthSpring Partners, LLC
UNCHANGED2,5282,52800%$259.9K$260.5K+$6062026-10-14
NWF Advisory Services Inc.
DECREASED2,5242,831-307-11%$291.1K$260.1K-$31.0K2026-10-19
JSF Financial, LLC
INCREASED2,5062,460+46+2%$252.9K$258.3K+$5.3K2026-10-22
Columbia Bank
UNCHANGED2,4692,46900%$253.8K$254.4K+$5922026-10-29
Essex Bank
UNCHANGED2,4582,45800%$252.7K$253.3K+$5902026-10-16
Stonebridge Financial Group, LLC
UNCHANGED2,4142,41400%$248.2K$248.8K+$5802026-10-01
Chesley Taft & Associates LLC
DECREASED2,4054,190-1,785-43%$430.8K$247.8K-$182.9K2026-10-13
Welch & Forbes LLC
UNCHANGED2,3962,39600%$246.3K$246.9K+$5752026-11-04
Abundance Wealth Counselors
DECREASED2,3652,630-265-10%$270.4K$243.7K-$26.7K2026-10-26
Financial Council, LLC
UNCHANGED2,3552,35500%$242.1K$242.7K+$5652026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
NEW2,332—+2,332——$240.3K—2026-10-13
Baker Tilly Wealth Management, LLC
UNCHANGED2,3302,33000%$239.5K$240.1K+$5602026-10-05
Midway Capital Research & Management
UNCHANGED2,3212,32100%$238.6K$239.2K+$5572026-10-20
Kellett Wealth Advisors, LLC
UNCHANGED2,2952,29500%$235.9K$236.5K+$5512026-10-15
ARQ Wealth Advisors, LLC
INCREASED2,2822,210+72+3%$228.4K$235.2K+$6.8K2026-10-29
Sterling Investment Advisors LLC
DECREASED2,2712,737-466-17%$281.4K$234.0K-$47.4K2026-10-27
Navigation Group, LLC
INCREASED2,2682,169+99+5%$223.0K$233.7K+$10.7K2026-10-28
Financial Futures Ltd Liability Co.
INCREASED2,2522,156+96+4%$221.7K$232.1K+$10.4K2026-10-13
Howard Financial Services, Ltd.
UNCHANGED2,2442,24400%$230.8K$231.3K+$5392026-10-15
Liberty Atlantic Advisors LLC
DECREASED2,2412,261-20-1%$232.5K$230.9K-$1.5K2026-10-14
ETF Portfolio Partners, Inc.
INCREASED2,2292,214+15+1%$227.6K$229.7K+$2.1K2026-10-22
Mengis Capital Management, Inc.
UNCHANGED2,2212,22100%$228.3K$228.9K+$5332026-10-13
Patriot Investment Management Group, Inc.
NEW2,218—+2,218——$228.5K—2026-10-15
Pekin Hardy Strauss, Inc.
UNCHANGED2,2102,21000%$227.2K$227.7K+$5302026-11-02
LifeGoal Investments, LLC
UNCHANGED2,1942,19400%$225.6K$226.1K+$5272026-10-09
GenWealth Group, Inc.
DECREASED2,1852,201-16-1%$226.3K$225.2K-$1.1K2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED2,1782,17800%$223.9K$224.4K+$5232026-10-28
Fifth Third Wealth Advisors LLC
DECREASED2,1702,252-82-4%$231.5K$223.6K-$7.9K2026-10-22
Grey Ledge Advisors, LLC
DECREASED2,1592,209-50-2%$227.1K$222.5K-$4.6K2026-11-02
First Affirmative Financial Network
NEW2,137—+2,137——$220.2K—2026-10-21
Frankly Finances, LLC
UNCHANGED2,1302,13000%$219.0K$219.5K+$5122026-10-28
Revolve Wealth Partners, LLC
DECREASED2,1222,135-13-1%$219.5K$218.7K-$8272026-10-23
Emergent Wealth Advisors, LLC
INCREASED2,1172,101+16+1%$216.0K$218.2K+$2.2K2026-10-09
Snider Financial Group
DECREASED2,1162,207-91-4%$226.9K$218.1K-$8.8K2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED2,1112,032+79+4%$208.9K$217.6K+$8.6K2026-10-16
Argyle Capital Partners, LLC
UNCHANGED2,1072,10700%$216.6K$217.1K+$5052026-10-23
Kaizen Financial Strategies
UNCHANGED2,1002,10000%$214.3K$216.4K+$2.1K2026-10-09
Wolff Financial Management LLC
UNCHANGED2,0992,09900%$215.8K$216.3K+$5042026-10-23
One Wealth Capital Management, LLC
NEW2,093—+2,093——$215.7K—2026-10-23
Sowell Financial Services LLC
DECREASED2,0862,097-11-1%$215.6K$215.0K-$5962026-10-23
Capital Advisors Wealth Management, LLC
UNCHANGED2,0772,07700%$213.6K$214.1K+$4982026-10-09
Stewardship Advisors, LLC
DECREASED2,0702,315-245-11%$238.0K$213.3K-$24.7K2026-10-20
Clarity Asset Management, Inc.
UNCHANGED2,0412,04100%$209.8K$210.3K+$4902026-10-14
Wedbush Securities Inc
NEW2,032—+2,032——$209—2026-10-22
Parkside Financial Bank & Trust
UNCHANGED2,0202,02000%$207.7K$208.2K+$4852026-10-27
Sweeney & Michel, LLC
DECREASED1,9992,063-64-3%$222.2K$206.0K-$16.2K2026-10-16
FC Advisory LLC
NEW1,981—+1,981——$204.1K—2026-10-05
Investment Partners, Ltd.
NEW1,978—+1,978——$203.8K—2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,9741,97400%$202.9K$203.4K+$4742026-10-30
WPG Advisers, LLC
UNCHANGED1,9741,97400%$202.9K$203.4K+$4742026-10-27
Curry Webb Wealth Management LLC
UNCHANGED1,9611,96100%$201.6K$201.6K$02026-10-22
Covestor Ltd
INCREASED1,9601,739+221+13%$179.0K$202-$178.8K2026-10-30
Independent Financial Group, LLC
DECREASED1,9562,236-280-13%$229.9K$201.6K-$28.3K2026-10-13
Mallini Complete Financial Planning LLC
UNCHANGED1,9501,95000%$200.5K$201.0K+$4682026-10-06
Finley Financial, LLC
UNCHANGED1,8301,83000%$188.1K$186.8K-$1.4K2026-10-28
CoreCap Advisors, LLC
DECREASED1,7911,808-17-1%$185.9K$184.6K-$1.3K2026-10-08
Kennebec Savings Bank
INCREASED1,3781,365+13+1%$140.3K$142.0K+$1.7K2026-10-22
Root Financial Partners, LLC
NEW1,310—+1,310——$135.0K—2026-10-21
Princeton Global Asset Management LLC
UNCHANGED1,2971,29700%$133.3K$133.7K+$3112026-10-21
Clean Yield Group
DECREASED1,2821,682-400-24%$172.9K$132.1K-$40.8K2026-10-28
Larson Financial Group LLC
DECREASED1,2491,251-20%$128.6K$128.7K+$1362026-11-05
Lanark Financial, Inc.
UNCHANGED1,1991,19900%$123.3K$123.6K+$2882026-10-26
TD Waterhouse Canada Inc.
UNCHANGED1,1981,19800%$122.2K$122.1K-$722026-10-16
Gen-Wealth Partners Inc
INCREASED1,049703+346+49%$72.3K$108.1K+$35.9K2026-11-04
Concord Wealth Partners
UNCHANGED96796700%$99.4K$99.6K+$2322026-11-02
Key FInancial Inc
UNCHANGED93793700%$96.3K$96.6K+$2252026-11-02
Angeles Wealth Management, LLC
UNCHANGED93193100%$95.8K$96.0K+$2232026-10-26
Hurley Capital, LLC
UNCHANGED92992900%$95.5K$95.7K+$2232026-11-05
Trust Co
INCREASED895882+13+1%$90.7K$92.2K+$1.6K2026-10-09
MJT & Associates Financial Advisory Group, Inc.
INCREASED796763+33+4%$78.4K$82.0K+$3.6K2026-10-07
Bfsg, LLC
UNCHANGED78378300%$80.5K$80.7K+$1882026-10-30
StrongBox Wealth, LLC
INCREASED775646+129+20%$66.4K$79.9K+$13.4K2026-11-02
4Thought Financial Group Inc.
DECREASED731767-36-5%$78.8K$75.3K-$3.5K2026-11-02
American National Bank & Trust
UNCHANGED72572500%$74.5K$74.7K+$1742026-10-07
Redwood Park Advisors LLC
UNCHANGED71171100%$73.1K$73.3K+$1702026-11-02
Cape Investment Advisory, Inc.
UNCHANGED70770700%$72.7K$72.9K+$1692026-10-13
Archer Investment Corp
UNCHANGED68568500%$70.4K$70.6K+$1652026-11-05
Pacific Center for Financial Services
UNCHANGED67367300%$69.2K$69.4K+$1612026-10-15
DT Investment Partners, LLC
UNCHANGED67067000%$68.9K$69.0K+$1612026-10-27
Harbor Asset Planning, Inc.
UNCHANGED67067000%$68.8K$69.0K+$1612026-10-23
Pacifica Partners Inc.
DECREASED643750-107-14%$77.5K$65.6K-$11.9K2026-10-09
Triumph Capital Management
INCREASED609299+310+104%$30.7K$62.8K+$32.0K2026-10-14
Your Advocates Ltd., LLP
UNCHANGED57757700%$59.3K$59.4K+$1392026-11-03
Center for Financial Planning, Inc.
UNCHANGED54954900%$56.4K$56.6K+$1312026-10-26
First Horizon Corp
DECREASED537645-108-17%$66.3K$55.3K-$11.0K2026-10-26
JFS Wealth Advisors, LLC
INCREASED518265+253+95%$27.2K$53.4K+$26.1K2026-11-03
Blueline Advisors LLC
INCREASED477437+40+9%$44.9K$49.1K+$4.2K2026-10-15
Downshift Financial, LLC
UNCHANGED42742700%$43.9K$44.0K+$1022026-10-13
Harbor Investment Advisory, LLC
INCREASED418353+65+18%$36.3K$43.1K+$6.8K2026-10-13
North Star Investment Management Corp.
UNCHANGED36736700%$37.7K$37.8K+$882026-10-27
Creative Capital Management Investments LLC
UNCHANGED32132100%$33.0K$33.1K+$772026-10-28
Winthrop Capital Management, LLC
DECREASED319323-4-1%$33.0K$32.9K-$1092026-11-05
Rossmore Private Capital
UNCHANGED30030000%$30.8K$30.9K+$722026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW297—+297——$30.6K—2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED23223200%$23.9K$23.9K+$562026-10-22
Investors Research Corp
DECREASED217589-372-63%$60.6K$22.4K-$38.2K2026-10-07
Centerpoint Advisors, LLC
INCREASED190178+12+7%$18$20+$22026-11-05
Gamma Investing LLC
DECREASED1761,833-1,657-90%$188.5K$18.1K-$170.3K2026-10-08
Buck Wealth Strategies, LLC
INCREASED17562+113+182%$6.4K$18.1K+$11.7K2026-10-28
United Financial Planning Group LLC
UNCHANGED16916900%$17.3K$17.4K+$412026-11-04
Bokf, NA
UNCHANGED16016000%$16.5K$16.5K+$382026-10-27
Nfsg Corp
NEW157—+157——$16.2K—2026-10-15
CX Institutional
UNCHANGED15715700%$16$16$02026-10-02
Decker Retirement Planning Inc.
DECREASED14147,245-47,104-100%$4.9M$14.5K-$4.8M2026-10-19
Birch Financial Group, LLC
NEW139—+139——$14.3K—2026-10-27
Abound Wealth Management
UNCHANGED13413400%$13.8K$13.9K+$332026-10-26
Balance Wealth Partners LLC
NEW118—+118——$12.2K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED999900%$10.2K$10.2K+$242026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED898900%$9.2K$9.2K+$212026-10-15
First Bancorp, Inc
UNCHANGED828200%$8.4K$8.5K+$202026-10-26
Blue Trust, Inc.
UNCHANGED797900%$8.2K$8.2K+$192026-10-15
Spire Wealth Management
DECREASED75981-906-92%$100.9K$7.7K-$93.1K2026-10-30
West Branch Capital LLC
NEW61—+61——$6.3K—2026-10-20
Toth Financial Advisory Corp
UNCHANGED595900%$6.0K$6.0K+$142026-10-08
Evermay Wealth Management LLC
UNCHANGED555500%$5.7K$5.7K+$132026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED525200%$5.3K$5.4K+$132026-10-30
Horizons Wealth Management
NEW47—+47——$4.8K—2026-10-05
Trust Co of Toledo NA
INCREASED4418+26+144%$1.9K$4.5K+$2.7K2026-10-16
Canton Hathaway, LLC
NEW43—+43——$4.4K—2026-10-23
Lodestone Wealth Management LLC
UNCHANGED414100%$4.2K$4.2K+$92026-10-14
Barrett & Company, Inc.
UNCHANGED272700%$2.8K$2.8K+$62026-10-22
Portfolio Resources Advisor Group, Inc.
INCREASED146+8+133%$617$1.4K+$8262026-10-20
Creative Financial Designs Inc
UNCHANGED131300%$1.3K$1.3K+$32026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED111100%$1.1K$1.1K+$32026-10-23
Key Capital Management, Inc
INCREASED95+4+80%$514$927+$4132026-11-03
Davis Capital Management
UNCHANGED9900%$925$927+$22026-10-08
Silver Grove Financial Group, Inc.
INCREASED65+1+20%$558$570+$122026-11-05
SBI Securities Co., Ltd.
UNCHANGED1100%$103$103$02026-10-22
Ameraudi Asset Management, Inc.
CLOSED010,755-10,755-100%$1.1M$0-$1.1M2026-11-05
Johnson Financial Group, LLC
CLOSED07,120-7,120-100%$732.0K$0-$732.0K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED04,614-4,614-100%$474.4K$0-$474.4K2026-10-27
Reynders McVeigh Capital Management, LLC
CLOSED03,682-3,682-100%$379.0K$0-$379.0K2026-10-30
Abacus Planning Group, Inc.
CLOSED03,147-3,147-100%$323.5K$0-$323.5K2026-11-02
Ritholtz Wealth Management
CLOSED03,127-3,127-100%$321.5K$0-$321.5K2026-11-05
Corepath Wealth Partners LLC
CLOSED02,586-2,586-100%$264.7K$0-$264.7K2026-10-21
Fairway Financial, LLC
CLOSED02,466-2,466-100%$253.5K$0-$253.5K2026-10-20
Prime Capital Investment Advisors, LLC
CLOSED02,426-2,426-100%$249.4K$0-$249.4K2026-10-20
BayBridge Capital Group, LLC
CLOSED02,369-2,369-100%$243.6K$0-$243.6K2026-10-13
SeaCrest Wealth Management, LLC
CLOSED02,155-2,155-100%$221.6K$0-$221.6K2026-10-21
Old Peak Finance LLC
CLOSED01,952-1,952-100%$200.7K$0-$200.7K2026-11-02
Evolution Wealth Management Inc.
CLOSED0799-799-100%$82.1K$0-$82.1K2026-10-28
MCF Advisors LLC
CLOSED0537-537-100%$55.2K$0-$55.2K2026-10-28
NBT Bank, N.A.
CLOSED0402-402-100%$41.3K$0-$41.3K2026-10-21
International Assets Investment Management, LLC
CLOSED0176-176-100%$18.0K$0-$18.0K2026-11-02
Founders Capital Management
CLOSED073-73-100%$7.5K$0-$7.5K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED063-63-100%$6.5K$0-$6.5K2026-10-26
LifeSteps Financial, Inc.
CLOSED050-50-100%$5.1K$0-$5.1K2026-10-15
Maseco LLP
CLOSED08-8-100%$823$0-$8232026-10-27
Bank of America Corp
N/A—9,455,930-9,455,930-100%$972.2M———
JPMorgan Chase & Co
N/A—7,773,616-7,773,616-100%$796.6M———
Empower Advisory Group, LLC
N/A—5,431,650-5,431,650-100%$558.4M———
Northern Trust Corp
N/A—5,064,070-5,064,070-100%$520.6M———
Morgan Stanley
N/A—4,873,244-4,873,244-100%$501.0M———
FMR LLC
N/A—4,581,349-4,581,349-100%$471.0M———
Betterment LLC
N/A—3,972,639-3,972,639-100%$408.4M———
Tiaa Wealth Investment Management LLC
N/A—2,950,589-2,950,589-100%$302.4M———
Acorns Advisers, LLC
N/A—1,642,193-1,642,193-100%$168.8M———
UBS Group AG
N/A—1,563,789-1,563,789-100%$160.8M———
Wells Fargo & Company
N/A—1,533,371-1,533,371-100%$157.6M———
Mercer Global Advisors Inc
N/A—1,484,182-1,484,182-100%$152.6M———
Wealthfront Advisers LLC
N/A—1,283,855-1,283,855-100%$132.0M———
Northwestern Mutual Wealth Management Co
N/A—1,274,392-1,274,392-100%$131.0M———
Envestnet Asset Management Inc
N/A—1,221,505-1,221,505-100%$125.6M———
Goldman Sachs Group Inc
N/A—1,216,570-1,216,570-100%$125.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,115,547-1,115,547-100%$114.7M———
Flputnam Investment Management Co
N/A—1,058,614-1,058,614-100%$108.8M———
Ameriprise Financial Inc
N/A—973,616-973,616-100%$100.1M———
LPL Financial LLC
N/A—945,480-945,480-100%$97.2M———
Spinnaker Trust
N/A—907,376-907,376-100%$93.3M———
BlackRock, Inc.
N/A—870,465-870,465-100%$89.5M———
EP Wealth Advisors, LLC
N/A—656,526-656,526-100%$67.5M———
Fiduciary Trust Co
N/A—632,314-632,314-100%$65.0M———
M&T Bank Corp
N/A—557,789-557,789-100%$57.3M———
Alliancebernstein L.P.
N/A—523,178-523,178-100%$50.0M———
Ellevest, Inc.
N/A—519,661-519,661-100%$24.3M———
HighTower Advisors, LLC
N/A—514,835-514,835-100%$52.9M———
Royal Bank of Canada
N/A—509,934-509,934-100%$52.4M———
Olde Wealth Management, LLC
N/A—434,001-434,001-100%$44.6M———
SEI Investments Co
N/A—375,979-375,979-100%$38.7M———
Beacon Pointe Advisors, LLC
N/A—375,356-375,356-100%$38.6M———
Mariner, LLC
N/A—314,863-314,863-100%$32.4M———
Composition Wealth, LLC
N/A—310,104-310,104-100%$31.9M———
Ally Invest Advisors Inc.
N/A—297,816-297,816-100%$30.6M———
AlTi Global, Inc.
N/A—289,260-289,260-100%$29.7M———
Jones Financial Companies Lllp
N/A—269,484-269,484-100%$27.4M———
Raymond James Financial Inc
N/A—257,039-257,039-100%$26.4M———
MML Investors Services, LLC
N/A—251,429-251,429-100%$25.8M———
Blair William & Co
N/A—225,764-225,764-100%$23.2M———
Odyssey Group, LLC
N/A—220,180-220,180-100%$22.6M———
Steward Partners Investment Advisory, LLC
N/A—195,241-195,241-100%$20.1M———
Baird Financial Group, Inc.
N/A—191,817-191,817-100%$19.7M———
Susquehanna International Group, LLP
N/A—172,727-172,727-100%$17.8M———
Stifel Financial Corp
N/A—171,088-171,088-100%$17.6M———
Financial Engines Advisors L.L.C.
N/A—163,989-163,989-100%$16.9M———
Global Retirement Partners, LLC
N/A—156,526-156,526-100%$16.1M———
Private Advisor Group, LLC
N/A—153,209-153,209-100%$15.8M———
Atomic Invest LLC
N/A—137,081-137,081-100%$14.0M———
Sand Hill Global Advisors, LLC
N/A—132,543-132,543-100%$13.6M———
Citadel Advisors LLC
N/A—126,104-126,104-100%$13.0M———
Alesco Advisors, LLC, An ESL Co
N/A—123,195-123,195-100%$12.7M———
Franklin Resources Inc
N/A—118,838-118,838-100%$12.2M———
Cetera Investment Advisers
N/A—115,954-115,954-100%$11.9M———
Wealthspire Advisors, LLC
N/A—105,989-105,989-100%$10.9M———
Forefront Analytics, LLC
N/A—104,247-104,247-100%$10.7M———
Rockefeller Capital Management L.P.
N/A—104,183-104,183-100%$10.7M———
NewEdge Advisors, LLC
N/A—102,299-102,299-100%$10.5M———
Advisory Services Network, LLC
N/A—99,054-99,054-100%$10.2M———
Cerity Partners LLC
N/A—98,140-98,140-100%$10.1M———
Raffa Wealth Management, LLC
N/A—84,064-84,064-100%$8.6M———
One Capital Management, LLC
N/A—77,721-77,721-100%$7.4M———
Envestnet Portfolio Solutions, Inc.
N/A—76,512-76,512-100%$7.9M———
Osaic Holdings, Inc.
N/A—76,196-76,196-100%$7.8M———
UBS Asset Management Americas LLC
N/A—74,537-74,537-100%$7.7M———
Old Mission Capital LLC
N/A—73,016-73,016-100%$7.5M———
Centennial Bank
N/A—67,925-67,925-100%$7.0M———
Moneta Group Investment Advisors LLC
N/A—66,989-66,989-100%$6.9M———
Quent Capital, LLC
N/A—63,623-63,623-100%$6.5M———
NorthRock Partners, LLC
N/A—63,343-63,343-100%$6.5M———
Focus Partners Wealth
N/A—63,116-63,116-100%$6.5M———
Wrapmanager Inc
N/A—61,081-61,081-100%$6.3M———
Fisher Asset Management, LLC
N/A—60,293-60,293-100%$6.2M———
BSW Wealth Partners
N/A—55,813-55,813-100%$5.7M———
Cresset Asset Management, LLC
N/A—51,867-51,867-100%$5.3M———
&partners
N/A—47,019-47,019-100%$4.8M———
Federation des caisses Desjardins du Quebec
N/A—46,023-46,023-100%$4.7M———
Pitcairn Wealth Advisors LLC
N/A—45,419-45,419-100%$4.7M———
CIBC Bancorp USA Inc.
N/A—44,378-44,378-100%$4.6M———
Heritage Wealth Advisors
N/A—44,198-44,198-100%$4.5M———
Blue Edge Capital, LLC
N/A—44,064-44,064-100%$4.5M———
Veridan Wealth LLC
N/A—43,954-43,954-100%$4.5M———
Balanced Rock Investment Advisors LLC
N/A—43,951-43,951-100%$4.5M———
Legacy Edge Advisors, LLC
N/A—42,628-42,628-100%$4.4M———
Keel Point, LLC
N/A—39,754-39,754-100%$4.1M———
Aptus Capital Advisors, LLC
N/A—39,588-39,588-100%$4.1M———
Dunhill Financial, LLC
N/A—39,555-39,555-100%$4.1M———
Brio Consultants, LLC
N/A—39,514-39,514-100%$4.1M———
Modern Wealth Management, LLC
N/A—37,025-37,025-100%$3.8M———
Captrust Financial Advisors
N/A—36,307-36,307-100%$3.7M———
Hamrick Investment Counsel, llc
N/A—35,948-35,948-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—35,676-35,676-100%$3.7M———
Hilltop Wealth Advisors, LLC
N/A—35,550-35,550-100%$3.7M———
Silver OAK Wealth Advisors Services, LLC
N/A—35,222-35,222-100%$3.6M———
Dorsey & Whitney Trust Co LLC
N/A—35,002-35,002-100%$3.6M———
Crux Wealth Advisors
N/A—33,490-33,490-100%$3.4M———
WIT, LLC
N/A—32,336-32,336-100%$3.3M———
Gould Asset Management LLC
N/A—31,704-31,704-100%$3.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—30,349-30,349-100%$3.1M———
GeoWealth Management, LLC
N/A—30,082-30,082-100%$3.1M———
Brown Brothers Harriman & Co
N/A—29,771-29,771-100%$3.1M———
IMA Advisory Services, Inc.
N/A—29,336-29,336-100%$3.0M———
SageView Advisory Group, LLC
N/A—29,204-29,204-100%$3.0M———
Haverford Trust Co
N/A—28,699-28,699-100%$3.0M———
Acadian Asset Management LLC
N/A—28,457-28,457-100%$2.9M———
Diversified Trust Co
N/A—27,792-27,792-100%$2.9M———
JMG Financial Group, Ltd.
N/A—26,718-26,718-100%$2.7M———
SOA Wealth Advisors, Llc.
N/A—26,667-26,667-100%$2.7M———
One Wealth Advisors, LLC
N/A—25,675-25,675-100%$2.6M———
Freestone Capital Holdings, LLC
N/A—24,494-24,494-100%$2.5M———
Janney Montgomery Scott LLC
N/A—24,432-24,432-100%$2.5M———
Alaska Wealth Advisors, LLC
N/A—23,343-23,343-100%$2.4M———
National Bank of Canada
N/A—22,480-22,480-100%$2.3M———
Sanctuary Advisors, LLC
N/A—21,037-21,037-100%$2.2M———
Pathstone Holdings, LLC
N/A—20,297-20,297-100%$2.1M———
Coldstream Capital Management Inc
N/A—20,288-20,288-100%$2.1M———
Planning Alternatives LTD
N/A—19,007-19,007-100%$2.0M———
Okabena Investment Services Inc
N/A—18,550-18,550-100%$1.9M———
MAI Capital Management
N/A—18,478-18,478-100%$1.9M———
Pure Financial Advisors, LLC
N/A—17,169-17,169-100%$1.8M———
Summit Wealth Group, LLC
N/A—16,511-16,511-100%$1.7M———
Portland Global Advisors LLC
N/A—16,130-16,130-100%$1.7M———
Natixis Advisors, LLC
N/A—15,884-15,884-100%$1.6M———
Western Wealth Management, LLC
N/A—15,874-15,874-100%$1.6M———
WealthCollab, LLC
N/A—15,817-15,817-100%$1.6M———
Focus Partners Advisor Solutions, LLC
N/A—15,556-15,556-100%$1.6M———
Harbour Investments, Inc.
N/A—14,892-14,892-100%$1.5M———
DRW Securities, LLC
N/A—14,072-14,072-100%$1.4M———
Wescott Financial Advisory Group, LLC
N/A—14,039-14,039-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—14,000-14,000-100%$1.4M———
Range Advisory, LLC
N/A—13,864-13,864-100%$1.4M———
Huntington National Bank
N/A—13,864-13,864-100%$1.4M———
Brown Advisory Inc
N/A—13,503-13,503-100%$1.4M———
Tiaa Trust, National Association
N/A—13,382-13,382-100%$1.4M———
Cascade Financial Partners, LLC
N/A—13,367-13,367-100%$1.4M———
Nepc LLC
N/A—13,340-13,340-100%$1.4M———
Bartlett & Co. Wealth Management LLC
N/A—12,991-12,991-100%$1.3M———
Sequoia Financial Advisors, LLC
N/A—12,870-12,870-100%$1.3M———
Mendel Capital Management LLC
N/A—12,742-12,742-100%$1.3M———
Equitable Holdings, Inc.
N/A—12,622-12,622-100%$1.3M———
Falcon Wealth Planning
N/A—12,333-12,333-100%$1.3M———
Carr Financial Group Corp
N/A—12,079-12,079-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—12,050-12,050-100%$1.2M———
MainStreet Investment Advisors LLC
N/A—11,830-11,830-100%$1.2M———
1ST Source Bank
N/A—11,713-11,713-100%$1.2M———
RED Reef Advisors LLC
N/A—11,495-11,495-100%$1.2M———
Francis Financial, Inc.
N/A—11,475-11,475-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—11,166-11,166-100%$1.1M———
M. Kulyk & Associates, LLC
N/A—11,143-11,143-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—10,451-10,451-100%$1.1M———
Bragg Financial Advisors, Inc
N/A—10,382-10,382-100%$1.1M———
Whittier Trust Co
N/A—10,001-10,001-100%$1.0M———
BlueStem Wealth Partners, LLC
N/A—9,899-9,899-100%$1.0M———
GenTrust, LLC
N/A—9,509-9,509-100%$977.7K———
Jordan Park Group LLC
N/A—9,413-9,413-100%$967.8K———
Cape ANN Savings Bank
N/A—9,105-9,105-100%$936.1K———
AQR Capital Management LLC
N/A—8,955-8,955-100%$920.7K———
Orion Porfolio Solutions, LLC
N/A—8,690-8,690-100%$893.5K———
Per Stirling Capital Management, Llc.
N/A—8,689-8,689-100%$893.3K———
Avise Financial Cooperative, Inc.
N/A—8,531-8,531-100%$877.1K———
Bluespring Wealth Management, LLC
N/A—8,463-8,463-100%$870.1K———
Neuberger Berman Group LLC
N/A—8,111-8,111-100%$833.9K———
Savvy Advisors, Inc.
N/A—8,072-8,072-100%$829.8K———
Glenmede Trust Co NA
N/A—7,750-7,750-100%$796.8K———
Argent Trust Co
N/A—7,554-7,554-100%$776.6K———
Verity Wealth Advisors
N/A—7,432-7,432-100%$764.0K———
Great Valley Advisor Group, Inc.
N/A—7,432-7,432-100%$763.8K———
Waverly Advisors, LLC
N/A—7,113-7,113-100%$731.2K———
Prosperity Consulting Group, LLC
N/A—7,053-7,053-100%$725.1K———
Bradley Foster & Sargent Inc
N/A—6,620-6,620-100%$680.6K———
Fort Point Capital Partners LLC
N/A—6,577-6,577-100%$676.2K———
HighPoint Advisor Group LLC
N/A—6,541-6,541-100%$672.5K———
Perennial Investment Advisors, LLC
N/A—6,412-6,412-100%$659.3K———
SCS Capital Management LLC
N/A—6,366-6,366-100%$654.4K———
Vanguard Personalized Indexing Management, LLC
N/A—6,310-6,310-100%$648.7K———
Libra Wealth LLC
N/A—6,149-6,149-100%$632.2K———
Capasso Planning Partners LLC
N/A—6,071-6,071-100%$624.2K———
World Investment Advisors
N/A—5,798-5,798-100%$555.0K———
Ballentine Partners, LLC
N/A—5,786-5,786-100%$594.9K———
Rogco, LP
N/A—5,779-5,779-100%$594.1K———
Quantinno Capital Management LP
N/A—5,750-5,750-100%$591.2K———
Noble Wealth Partners LLC
N/A—5,726-5,726-100%$588.7K———
Continuum Advisory, LLC
N/A—5,582-5,582-100%$573.9K———
Frisch Financial Group, Inc.
N/A—5,422-5,422-100%$557.4K———
Nwam LLC
N/A—5,411-5,411-100%$556.3K———
Rehmann Capital Advisory Group
N/A—5,403-5,403-100%$555.6K———
Simmons Bank
N/A—5,255-5,255-100%$540.3K———
Fiduciary Financial Advisors
N/A—5,232-5,232-100%$537.8K———
Bank of Montreal
N/A—5,214-5,214-100%$536.1K———
Advisors Capital Management, LLC
N/A—5,208-5,208-100%$535.4K———
Cary Street Partners Financial LLC
N/A—5,178-5,178-100%$532.4K———
Empowered Funds, LLC
N/A—5,170-5,170-100%$531.5K———
Vanguard Advisers Inc
N/A—5,093-5,093-100%$523.6K———
Kintra Wealth, LLC
N/A—5,035-5,035-100%$542.7K———
Advisory Alpha, LLC
N/A—4,971-4,971-100%$511.1K———
First Trust Advisors LP
N/A—4,928-4,928-100%$506.7K———
Fiduciary Counselling Inc
N/A—4,602-4,602-100%$473.1K———
Farmers National Bank
N/A—4,601-4,601-100%$473.0K———
Davis Wealth Advisors, LLC
N/A—4,514-4,514-100%$464.0K———
Community Bank, N.A.
N/A—4,308-4,308-100%$442.9K———
NerdWallet Wealth Partners, LLC
N/A—4,277-4,277-100%$439.7K———
EFG International AG
N/A—4,277-4,277-100%$439.7K———
Massachusetts Financial Services Co
N/A—4,195-4,195-100%$758.2K———
Bogart Wealth, LLC
N/A—4,180-4,180-100%$429.7K———
Warner Financial, Inc
N/A—4,082-4,082-100%$419.6K———
Cadia Private Client LLC
N/A—4,000-4,000-100%$411.2K———
Keener Financial Planning LLC
N/A—3,977-3,977-100%$408.0K———
Strategic Advisory Partners, LLC
N/A—3,965-3,965-100%$407.6K———
Hilltop Partners LLC
N/A—3,817-3,817-100%$392.4K———
NewEdge Wealth, LLC
N/A—3,715-3,715-100%$382.0K———
Commerce Bank
N/A—3,625-3,625-100%$372.7K———
Arkos Global Advisors
N/A—3,538-3,538-100%$364.0K———
Morris Financial Concepts, Inc.
N/A—3,338-3,338-100%$343.2K———
Snowden Capital Advisors LLC
N/A—3,303-3,303-100%$339.6K———
PFG Investments, LLC
N/A—3,274-3,274-100%$336.6K———
MOR Wealth Management, LLC
N/A—3,216-3,216-100%$330.6K———
Kingsview Wealth Management, LLC
N/A—3,186-3,186-100%$327.5K———
Cape COD Five Cents Savings Bank
N/A—3,175-3,175-100%$326.4K———
PW Advisors, LLC \ FL
N/A—3,161-3,161-100%$325.0K———
Callan Family Office, LLC
N/A—3,104-3,104-100%$319.1K———
Metis Global Partners, LLC
N/A—3,098-3,098-100%$318.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,080-3,080-100%$316.7K———
J. Mark Nickell & Co.
N/A—3,073-3,073-100%$315.9K———
Regal Investment Advisors LLC
N/A—3,062-3,062-100%$314.8K———
Rockbridge Investment Management, LCC
N/A—3,026-3,026-100%$311.1K———
Mission Creek Capital Partners, Inc.
N/A—2,969-2,969-100%$305.2K———
Manning & Napier Advisors LLC
N/A—2,907-2,907-100%$298.9K———
Round Rock Advisors LLC
N/A—2,895-2,895-100%$297.6K———
Novare Capital Management LLC
N/A—2,845-2,845-100%$292.5K———
Basecamp Wealth Advisors LLC
N/A—2,813-2,813-100%$289.2K———
AE Wealth Management LLC
N/A—2,804-2,804-100%$288.2K———
Natural Investments, LLC
N/A—2,710-2,710-100%$278.0K———
Silver Oak Advisory Group, Inc.
N/A—2,687-2,687-100%$276.0K———
Kelman-Lazarov, Inc.
N/A—2,680-2,680-100%$275.6K———
Wealth Alliance, LLC
N/A—2,664-2,664-100%$273.9K———
American Money Management, LLC
N/A—2,617-2,617-100%$269.1K———
Sachetta, LLC
N/A—2,544-2,544-100%$261.5K———
Fairlight Advisors
N/A—2,533-2,533-100%$260.4K———
Common Fund for Nonprofit Organizations
N/A—2,464-2,464-100%$253.3K———
Two Sigma Securities, LLC
N/A—2,418-2,418-100%$248.6K———
Whittier Trust Co of Nevada Inc
N/A—2,377-2,377-100%$245.0K———
Compton Financial Group, LLC
N/A—2,341-2,341-100%$240.6K———
MA Private Wealth
N/A—2,326-2,326-100%$239.1K———
Gateway Wealth Partners, LLC
N/A—2,288-2,288-100%$235.2K———
TPG Financial Advisors, LLC
N/A—2,169-2,169-100%$223.0K———
Allworth Financial LP
N/A—2,119-2,119-100%$217.9K———
Osborne Partners Capital Management, LLC
N/A—2,100-2,100-100%$215.9K———
Motco
N/A—2,091-2,091-100%$215.0K———
Eaton Financial Holdings Company, LLC
N/A—2,072-2,072-100%$213.0K———
L & S Advisors Inc
N/A—2,068-2,068-100%$212.6K———
Deutsche Bank Ag\
N/A—1,986-1,986-100%$204.2K———
EQ LLC
N/A—1,973-1,973-100%$202.9K———
Atlantic Union Bankshares Corp
N/A—1,971-1,971-100%$202.7K———
RWA Wealth Partners, LLC
N/A—1,969-1,969-100%$202.4K———
Gould Capital, LLC
N/A—1,887-1,887-100%$194.0K———
Top Private Wealth Llc.
N/A—1,870-1,870-100%$192.3K———
Smartleaf Asset Management LLC
N/A—1,775-1,775-100%$181.9K———
Johnson Financial Group, Inc.
N/A—1,686-1,686-100%$173.3K———
Russell Investments Group, Ltd.
N/A—1,644-1,644-100%$169.0K———
Capital Analysts, LLC
N/A—1,479-1,479-100%$152.0K———
Fort Vancouver Investment Management, LLC
N/A—1,090-1,090-100%$112.1K———
Arax Advisory Partners
N/A—1,084-1,084-100%$111.5K———
Addison Advisors LLC
N/A—1,063-1,063-100%$109.3K———
Westend Capital Management, LLC
N/A—1,030-1,030-100%$105.9K———
CVA Family Office, LLC
N/A—957-957-100%$98.4K———
Stance Capital LLC
N/A—871-871-100%$89.5K———
Kilter Group LLC
N/A—833-833-100%$85.6K———
Financial Gravity Companies, Inc.
N/A—772-772-100%$79.4K———
IAG Wealth Partners, LLC
N/A—765-765-100%$78.7K———
Hollencrest Capital Management
N/A—763-763-100%$78.4K———
Keating Financial Advisory Services, Inc.
N/A—710-710-100%$73.0K———
Geneos Wealth Management Inc.
N/A—691-691-100%$71.1K———
Smithfield Trust Co
N/A—658-658-100%$68.0K———
Ancora Advisors LLCA
N/A—657-657-100%$67.5K———
Evolution Advisers, Inc.
N/A—650-650-100%$66———
Nalls Sherbakoff Group, LLC
N/A—647-647-100%$66.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—620-620-100%$63.7K———
Seneschal Advisors, LLC
N/A—615-615-100%$63.2K———
Ameriflex Group, Inc.
N/A—592-592-100%$60.9K———
UMB Bank, n.a.
N/A—568-568-100%$58.4K———
FAS Wealth Partners, Inc.
N/A—551-551-100%$56.7K———
Transamerica Financial Advisors, LLC
N/A—517-517-100%$53.2K———
IFG Advisory, LLC
N/A—479-479-100%$49.2K———
Rialto Wealth Management, LLC
N/A—477-477-100%$49.0K———
Cary Street Partners Investment Advisory LLC
N/A—434-434-100%$44.6K———
TD Capital Management LLC
N/A—411-411-100%$42.3K———
BFC Planning, Inc.
N/A—355-355-100%$36.5K———
SouthState Bank Corp
N/A—320-320-100%$32.9K———
Founders Financial Alliance, LLC
N/A—305-305-100%$31.4K———
Coston, McIsaac & Partners
N/A—302-302-100%$31.0K———
HM Payson & Co
N/A—260-260-100%$26.8K———
JDM Financial Group LLC
N/A—254-254-100%$26.1K———
Longview Financial Advisors LLC
N/A—222-222-100%$22.8K———
Crewe Advisors LLC
N/A—221-221-100%$22.7K———
Investors Portfolio Services LLC
N/A—211-211-100%$21.7K———
GW&K Investment Management, LLC
N/A—208-208-100%$21———
Ameritas Investment Partners, Inc.
N/A—185-185-100%$19.0K———
Copia Wealth Management
N/A—164-164-100%$16.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—163-163-100%$16.8K———
Strategic Wealth Advisors LLC
N/A—149-149-100%$14———
Institute for Wealth Management, Llc.
N/A—145-145-100%$14.9K———
Godfrey Financial Associates, Inc.
N/A—141-141-100%$14.5K———
Hantz Financial Services, Inc.
N/A—138-138-100%$14———
Vision Retirement, LLC
N/A—126-126-100%$13.0K———
Financial Avengers, Inc.
N/A—102-102-100%$10.4K———
JPL Wealth Management, LLC
N/A—92-92-100%$9.5K———
Front Row Advisors LLC
N/A—66-66-100%$7.1K———
Bessemer Group Inc
N/A—61-61-100%$6———
Millstone Evans Group, LLC
N/A—44-44-100%$4.5K———
WealthShield Partners, LLC
N/A—40-40-100%$4.1K———
BNP Paribas Financial Markets
N/A—24-24-100%$2.5K———
Colonial Trust Advisors
N/A—22-22-100%$2.3K———
Private Wealth Asset Management, LLC
N/A—20-20-100%$2.1K———
Glassman Wealth Services
N/A—2-2-100%$206———
Measured Wealth Private Client Group, LLC
N/A—1-1-100%$84———
Showing 784 of 784 institutions