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Ishares Ibonds DEC 2029 Term (IBDU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares4,171,202 from 4,035,738
Change+135,464 (+3%)
Value$94.6M (+$1.2M)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares2,847,092 from 2,852,951
Change-5,859 (0%)
Value$64.6M (-$1.5M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares2,794,691 from 2,506,686
Change+288,005 (+11%)
Value$63.4M (+$5.4M)
Filed 2026-11-06
Woodmont Investment Counsel LLC
INCREASED
Shares1,818,170 from 1,771,527
Change+46,643 (+3%)
Value$41.3M (+$225.7K)
Filed 2026-10-29
Klingman & Associates, LLC
INCREASED
Shares1,746,723 from 1,622,444
Change+124,279 (+8%)
Value$39.6M (+$2.1M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares1,667,375 from 1,182,596
Change+484,779 (+41%)
Value$37.8M (+$10.4M)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares1,620,932 from 1,491,364
Change+129,568 (+9%)
Value$36.8M (+$2.2M)
Filed 2026-10-07
Sigma Investment Counselors Inc
INCREASED
Shares1,576,944 from 1,561,416
Change+15,528 (+1%)
Value$35.8M (-$381.5K)
Filed 2026-10-27
Gratus Wealth Advisors, LLC
INCREASED
Shares1,552,470 from 1,550,502
Change+1,968 (+0%)
Value$35.2M (-$684.1K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares1,519,966 from 1,223,806
Change+296,160 (+24%)
Value$34.5M (+$6.1M)
Filed 2026-10-21
Kathmere Capital Management, LLC
INCREASED
Shares1,323,258 from 1,224,087
Change+99,171 (+8%)
Value$30.0M (+$1.7M)
Filed 2026-10-20
Howland Capital Management LLC
INCREASED
Shares1,313,970 from 1,118,191
Change+195,779 (+18%)
Value$29.8M (+$3.9M)
Filed 2026-10-22
RVW Wealth, LLC
INCREASED
Shares1,239,851 from 1,210,684
Change+29,167 (+2%)
Value$28.1M (+$92.8K)
Filed 2026-10-06
Kestra Advisory Services, LLC
INCREASED
Shares1,035,196 from 937,764
Change+97,432 (+10%)
Value$23.5M (+$1.8M)
Filed 2026-11-02
MV Capital Management, Inc.
INCREASED
Shares888,967 from 880,836
Change+8,131 (+1%)
Value$20.2M (-$229.5K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares818,091 from 715,219
Change+102,872 (+14%)
Value$18.6M (+$2.0M)
Filed 2026-11-05
Summit Asset Management, LLC
INCREASED
Shares804,309 from 793,992
Change+10,317 (+1%)
Value$18.2M (-$139.1K)
Filed 2026-11-05
Ironwood Financial, llc
INCREASED
Shares693,063 from 636,737
Change+56,326 (+9%)
Value$15.7M (+$1.1M)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares688,728 from 715,822
Change-27,094 (-4%)
Value$15.6M (-$951.2K)
Filed 2026-10-28
Arrow Financial Corp
DECREASED
Shares652,334 from 655,962
Change-3,628 (-1%)
Value$14.8M (-$390.6K)
Filed 2026-10-26
Windsor Capital Management, LLC
INCREASED
Shares603,794 from 562,587
Change+41,207 (+7%)
Value$13.7M (+$670.6K)
Filed 2026-10-13
Probity Advisors, Inc.
INCREASED
Shares583,594 from 540,849
Change+42,745 (+8%)
Value$13.2M (+$715.7K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares575,400 from 555,787
Change+19,613 (+4%)
Value$13.1M (+$183.8K)
Filed 2026-10-16
Lyell Wealth Management, LP
INCREASED
Shares574,063 from 546,943
Change+27,120 (+5%)
Value$13.0M (+$358.3K)
Filed 2026-10-30
Glenview Trust Co
INCREASED
Shares543,200 from 510,500
Change+32,700 (+6%)
Value$12.3M (+$502.0K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares535,302 from 517,935
Change+17,367 (+3%)
Value$12.1M (+$150.6K)
Filed 2026-11-05
Cornerstone Planning, LLC
INCREASED
Shares492,106 from 121,300
Change+370,806 (+306%)
Value$11.3M (+$8.5M)
Filed 2026-10-27
Rebalance, LLC
INCREASED
Shares463,761 from 458,533
Change+5,228 (+1%)
Value$10.5M (-$96.9K)
Filed 2026-10-22
MCF Advisors LLC
NEW
Shares460,530
Change+460,530
Value$10.4M
Filed 2026-10-28
Strid Group, LLC
INCREASED
Shares455,055 from 443,780
Change+11,275 (+3%)
Value$10.3M (+$47.2K)
Filed 2026-10-28
Parkway Wealth Management Group, LLC
INCREASED
Shares447,057 from 439,736
Change+7,321 (+2%)
Value$10.1M (-$40.6K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares445,797 from 599,061
Change-153,264 (-26%)
Value$10.1M (-$3.8M)
Filed 2026-11-05
First International Bank of Israel Ltd.
UNCHANGED
Shares395,000 from 395,000
Change0 (0%)
Value$9.0M (-$185.7K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares384,700 from 313,883
Change+70,817 (+23%)
Value$8.7M (+$1.5M)
Filed 2026-11-03
InvesTrust
INCREASED
Shares374,933 from 309,429
Change+65,504 (+21%)
Value$8.5M (+$1.3M)
Filed 2026-10-14
Allworth Financial LP
NEW
Shares373,656
Change+373,656
Value$8.7M
Filed 2026-11-06
Guidance Point Advisors, LLC
INCREASED
Shares356,803 from 341,567
Change+15,236 (+4%)
Value$8.1M (+$185.2K)
Filed 2026-10-15
Arcadia Investment Advisors LLC
INCREASED
Shares353,129 from 347,588
Change+5,541 (+2%)
Value$8.0M (-$37.6K)
Filed 2026-10-13
Great Diamond Partners, LLC
INCREASED
Shares341,592 from 235,576
Change+106,016 (+45%)
Value$7.8M (+$2.3M)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
DECREASED
Shares317,980 from 343,065
Change-25,085 (-7%)
Value$7.2M (-$730.4K)
Filed 2026-10-26
Praetorian Wealth Management, Inc.
INCREASED
Shares310,056 from 297,915
Change+12,141 (+4%)
Value$7.0M (+$135.5K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares309,053 from 214,164
Change+94,889 (+44%)
Value$7.0M (+$2.1M)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares294,230 from 261,657
Change+32,573 (+12%)
Value$6.7M (+$616.1K)
Filed 2026-11-06
Members Wealth LLC
INCREASED
Shares293,388 from 202,246
Change+91,142 (+45%)
Value$6.7M (+$2.0M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares285,607 from 272,975
Change+12,632 (+5%)
Value$6.5M (+$158.3K)
Filed 2026-10-16
Virginia Wealth Management Group, Inc.
INCREASED
Shares257,089 from 249,415
Change+7,674 (+3%)
Value$5.8M (+$56.9K)
Filed 2026-10-14
Hamel Associates, Inc.
INCREASED
Shares254,117 from 245,615
Change+8,502 (+3%)
Value$5.8M (+$77.5K)
Filed 2026-11-06
Droms Strauss Advisors Inc
INCREASED
Shares251,109 from 250,490
Change+619 (+0%)
Value$5.7M (-$103.7K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares244,398 from 183,495
Change+60,903 (+33%)
Value$5.5M (+$1.3M)
Filed 2026-10-21
4Thought Financial Group Inc.
INCREASED
Shares233,805 from 233,473
Change+332 (+0%)
Value$5.3M (-$102.2K)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED
Shares231,710 from 189,726
Change+41,984 (+22%)
Value$5.3M (+$863.4K)
Filed 2026-10-23
Rossmore Private Capital
INCREASED
Shares230,984 from 191,186
Change+39,798 (+21%)
Value$5.2M (+$813.2K)
Filed 2026-10-27
Carrera Capital Advisors
NEW
Shares229,966
Change+229,966
Value$5.2M
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares228,608 from 235,320
Change-6,712 (-3%)
Value$5.2K (-$5.4M)
Filed 2026-11-02
Krilogy Financial LLC
DECREASED
Shares223,693 from 226,780
Change-3,087 (-1%)
Value$5.1M (-$174.4K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares218,441 from 214,268
Change+4,173 (+2%)
Value$5.0M (-$6.0K)
Filed 2026-10-15
Sonata Capital Group Inc
INCREASED
Shares215,474 from 185,740
Change+29,734 (+16%)
Value$4.9M (+$587.4K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares209,568 from 181,412
Change+28,156 (+16%)
Value$4.8M (+$553.6K)
Filed 2026-11-06
10Elms LLP
DECREASED
Shares196,976 from 199,139
Change-2,163 (-1%)
Value$4.5M (-$142.7K)
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares195,694
Change+195,694
Value$4.4M
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares191,116 from 190,305
Change+811 (+0%)
Value$4.4M (-$21.5K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares185,143 from 159,049
Change+26,094 (+16%)
Value$4.2M (+$535.1K)
Filed 2026-10-13
High Note Wealth, LLC
INCREASED
Shares185,137 from 113,169
Change+71,968 (+64%)
Value$4.2M (+$1.6M)
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
INCREASED
Shares179,229 from 176,182
Change+3,047 (+2%)
Value$4.1M (-$13.7K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares176,309 from 193,159
Change-16,850 (-9%)
Value$4.0M (-$473.1K)
Filed 2026-10-23
Fulton Breakefield Broenniman LLC
INCREASED
Shares172,006 from 151,144
Change+20,862 (+14%)
Value$3.9M (+$402.3K)
Filed 2026-11-03
Evergreen Private Wealth LLC
NEW
Shares171,134
Change+171,134
Value$3.9M
Filed 2026-10-30
Sightline Wealth Advisors, LLC
INCREASED
Shares166,528 from 109,054
Change+57,474 (+53%)
Value$3.8M (+$1.3M)
Filed 2026-10-21
Kesler, Norman & Wride, LLC
NEW
Shares164,867
Change+164,867
Value$3.7M
Filed 2026-11-06
Syntegra Private Wealth Group, LLC
DECREASED
Shares162,868 from 171,113
Change-8,245 (-5%)
Value$3.7M (-$267.5K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
INCREASED
Shares162,165 from 158,165
Change+4,000 (+3%)
Value$3.7M (+$16.4K)
Filed 2026-10-27
Whalen Wealth Management Inc.
INCREASED
Shares161,891 from 157,041
Change+4,850 (+3%)
Value$3.7M (+$36.2K)
Filed 2026-10-08
Adirondack Trust Co
INCREASED
Shares160,917 from 158,394
Change+2,523 (+2%)
Value$3.6M (-$17.2K)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares160,301 from 206,396
Change-46,095 (-22%)
Value$3.6M (-$1.1M)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares154,141 from 245,087
Change-90,946 (-37%)
Value$3.5M (-$2.2M)
Filed 2026-10-23
Meitav Investment House LTD
INCREASED
Shares153,740 from 133,260
Change+20,480 (+15%)
Value$3.5M (+$399.7K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
INCREASED
Shares152,069 from 90,845
Change+61,224 (+67%)
Value$3.5M (+$1.3M)
Filed 2026-10-13
Littlejohn Financial Services, Inc.
NEW
Shares151,592
Change+151,592
Value$3.4M
Filed 2026-11-06
Moneco Advisors, LLC
INCREASED
Shares136,556 from 119,966
Change+16,590 (+14%)
Value$3.1M (+$320.0K)
Filed 2026-11-05
Beaumont Asset Management, L.L.C.
INCREASED
Shares131,379 from 109,199
Change+22,180 (+20%)
Value$3.0M (+$451.9K)
Filed 2026-10-16
LifePlan Financial, LLC
INCREASED
Shares127,762 from 125,028
Change+2,734 (+2%)
Value$2.9M (+$4.5K)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
DECREASED
Shares126,360 from 144,509
Change-18,149 (-13%)
Value$2.9M (-$479.7K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares122,294 from 100,760
Change+21,534 (+21%)
Value$2.8M (+$441.2K)
Filed 2026-10-13
Matthew Goff Investment Advisor, LLC
DECREASED
Shares121,664 from 123,519
Change-1,855 (-1%)
Value$2.8M (-$100.1K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares118,546 from 133,196
Change-14,650 (-11%)
Value$2.7M (-$395.0K)
Filed 2026-11-05
Breachway Investments LLC
INCREASED
Shares116,245 from 107,805
Change+8,440 (+8%)
Value$2.6M (+$140.8K)
Filed 2026-10-19
Associated Banc-Corp
INCREASED
Shares114,882 from 107,218
Change+7,664 (+7%)
Value$2.6M (+$123.5K)
Filed 2026-10-30
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares108,905 from 109,627
Change-722 (-1%)
Value$2.5M (-$67.9K)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares108,635 from 101,690
Change+6,945 (+7%)
Value$2.5M (+$109.8K)
Filed 2026-10-26
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares102,790 from 95,711
Change+7,079 (+7%)
Value$2.3M (+$115.6K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares102,415 from 101,185
Change+1,230 (+1%)
Value$2.3M (-$19.6K)
Filed 2026-11-05
Keeler Thomas Management LLC
DECREASED
Shares99,191 from 100,008
Change-817 (-1%)
Value$2.3M (-$65.6K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
INCREASED
Shares95,690 from 94,399
Change+1,291 (+1%)
Value$2.2M (-$15.1K)
Filed 2026-10-15
Cabot Wealth Management Inc
DECREASED
Shares95,378 from 117,263
Change-21,885 (-19%)
Value$2.2M (-$551.7K)
Filed 2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares95,260 from 72,192
Change+23,068 (+32%)
Value$2.2M (+$489.5K)
Filed 2026-10-13
Romano Brothers and Company
INCREASED
Shares92,762 from 82,531
Change+10,231 (+12%)
Value$2.1M (+$193.3K)
Filed 2026-10-22
Community Financial Services Group, LLC
INCREASED
Shares85,645 from 21,719
Change+63,926 (+294%)
Value$1.9M (+$1.4M)
Filed 2026-10-15
Thrivent Financial for Lutherans
NEW
Shares84,357
Change+84,357
Value$1.9M
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
DECREASED
Shares83,996 from 186,679
Change-102,683 (-55%)
Value$1.9M (-$2.4M)
Filed 2026-10-21
Commonwealth Financial Services, LLC
DECREASED
Shares81,776 from 151,299
Change-69,523 (-46%)
Value$1.9M (-$1.6M)
Filed 2026-10-20
Beacon Financial Group
INCREASED
Shares78,066 from 75,455
Change+2,611 (+3%)
Value$1.8M (+$23.8K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares77,966 from 79,562
Change-1,596 (-2%)
Value$1.8M (-$73.6K)
Filed 2026-11-02
Bullock Wealth Management Group
INCREASED
Shares70,780 from 67,532
Change+3,248 (+5%)
Value$1.6M (+$45.2K)
Filed 2026-10-09
Jacobi Capital Management LLC
INCREASED
Shares69,701 from 59,129
Change+10,572 (+18%)
Value$1.6M (+$212.1K)
Filed 2026-11-05
Cowa, LLC
INCREASED
Shares69,541 from 64,949
Change+4,592 (+7%)
Value$1.6M (+$77.7K)
Filed 2026-10-30
Jefferson Bridge Capital, LLC
INCREASED
Shares68,926 from 65,286
Change+3,640 (+6%)
Value$1.6M (+$51.9K)
Filed 2026-11-06
Cyr Financial Inc.
DECREASED
Shares64,095 from 65,619
Change-1,524 (-2%)
Value$1.5M (-$65.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares62,956 from 44,505
Change+18,451 (+41%)
Value$1.4M (+$397.7K)
Filed 2026-10-08
Mendota Financial Group, LLC
INCREASED
Shares62,383 from 61,670
Change+713 (+1%)
Value$1.4M (-$12.8K)
Filed 2026-10-07
Tabr Capital Management, LLC
INCREASED
Shares60,924 from 51,892
Change+9,032 (+17%)
Value$1.4M (+$180.5K)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares59,351 from 59,318
Change+33 (+0%)
Value$1.3K (-$1.4M)
Filed 2026-10-27
Foundry Financial Group, Inc.
DECREASED
Shares58,640 from 62,759
Change-4,119 (-7%)
Value$1.3M (-$123.0K)
Filed 2026-10-28
4J Wealth Management LLC
DECREASED
Shares58,301 from 126,059
Change-67,758 (-54%)
Value$1.3M (-$1.6M)
Filed 2026-11-02
Montecito Bank & Trust
INCREASED
Shares52,653 from 51,170
Change+1,483 (+3%)
Value$1.2M (+$9.6K)
Filed 2026-10-01
Beaumont Financial Advisors, LLC
INCREASED
Shares52,030 from 50,327
Change+1,703 (+3%)
Value$1.2M (+$15.0K)
Filed 2026-10-22
Aspen Wealth Management LLC
INCREASED
Shares51,814 from 45,113
Change+6,701 (+15%)
Value$1.2M (+$130.9K)
Filed 2026-10-14
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares49,610 from 47,581
Change+2,029 (+4%)
Value$1.1M (+$23.7K)
Filed 2026-10-08
Princeton Global Asset Management LLC
INCREASED
Shares48,881 from 32,972
Change+15,909 (+48%)
Value$1.1M (+$345.5K)
Filed 2026-10-21
Archford Capital Strategies, LLC
DECREASED
Shares48,266 from 48,754
Change-488 (-1%)
Value$1.1M (-$34.0K)
Filed 2026-10-19
Journey Advisory Group, LLC
DECREASED
Shares47,800 from 50,100
Change-2,300 (-5%)
Value$1.1M (-$75.7K)
Filed 2026-11-04
Walleye Partners, LLC
DECREASED
Shares45,384 from 49,611
Change-4,227 (-9%)
Value$1.0M (-$119.2K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares40,665 from 40,263
Change+402 (+1%)
Value$922.7K (-$9.8K)
Filed 2026-10-26
Bank of New Hampshire
DECREASED
Shares40,640 from 41,340
Change-700 (-2%)
Value$922.1K (-$35.3K)
Filed 2026-10-06
TD Waterhouse Canada Inc.
UNCHANGED
Shares40,266 from 40,266
Change0 (0%)
Value$911.4K (-$17.1K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
UNCHANGED
Shares40,042 from 40,042
Change0 (0%)
Value$908.6K (-$18.8K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares39,878 from 30,409
Change+9,469 (+31%)
Value$904.8K (+$200.6K)
Filed 2026-10-16
Little House Capital LLC
DECREASED
Shares39,773 from 40,451
Change-678 (-2%)
Value$902.5K (-$34.4K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares39,232 from 25,360
Change+13,872 (+55%)
Value$890.2K (+$302.8K)
Filed 2026-11-06
First Interstate Bank
INCREASED
Shares39,153 from 36,932
Change+2,221 (+6%)
Value$888.4K (+$33.0K)
Filed 2026-10-23
Blue Square Asset Management, LLC
INCREASED
Shares38,897 from 38,267
Change+630 (+2%)
Value$882.6K (-$3.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares38,190 from 32,090
Change+6,100 (+19%)
Value$866.5K (+$123.3K)
Filed 2026-11-05
Valley Wealth Managers, Inc.
DECREASED
Shares36,823 from 38,366
Change-1,543 (-4%)
Value$835.5K (-$53.1K)
Filed 2026-10-09
Barrett & Company, Inc.
INCREASED
Shares36,172 from 34,606
Change+1,566 (+5%)
Value$820.8K (+$19.3K)
Filed 2026-10-22
KFG LLC
NEW
Shares36,128
Change+36,128
Value$819.7K
Filed 2026-11-02
Duncker Streett & Co Inc
INCREASED
Shares35,841 from 35,432
Change+409 (+1%)
Value$813.2K (-$7.4K)
Filed 2026-10-27
Foundation Wealth Management, LLC
INCREASED
Shares34,892 from 32,213
Change+2,679 (+8%)
Value$791.7K (+$45.6K)
Filed 2026-10-22
Schuylkill Financial LLC
INCREASED
Shares34,815 from 33,929
Change+886 (+3%)
Value$790.0K (+$4.2K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares34,119 from 30,350
Change+3,769 (+12%)
Value$774.2K (+$71.3K)
Filed 2026-11-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares33,177 from 63,437
Change-30,260 (-48%)
Value$752.8K (-$716.4K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares32,337 from 32,337
Change0 (0%)
Value$733.7K (-$15.2K)
Filed 2026-10-13
Straight Path Wealth Management
INCREASED
Shares31,714 from 30,178
Change+1,536 (+5%)
Value$719.6K (+$20.7K)
Filed 2026-10-23
Autumn Glory Partners, LLC
UNCHANGED
Shares31,419 from 31,419
Change0 (0%)
Value$712.9K (-$14.8K)
Filed 2026-10-26
Robinson Smith Wealth Advisors LLC
INCREASED
Shares31,388 from 30,685
Change+703 (+2%)
Value$712.2K (+$1.5K)
Filed 2026-10-22
Gilbert Capital Group, Inc.
DECREASED
Shares31,084 from 42,586
Change-11,502 (-27%)
Value$705.3K (-$281.0K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares30,809 from 13,454
Change+17,355 (+129%)
Value$699.1K (+$387.5K)
Filed 2026-10-23
DecisionMap Wealth Management, LLC
UNCHANGED
Shares30,253 from 30,253
Change0 (0%)
Value$686.4K (-$14.2K)
Filed 2026-10-29
OFS Enterprise LLC
UNCHANGED
Shares29,750 from 29,750
Change0 (0%)
Value$675.0K (-$14.0K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
INCREASED
Shares29,182 from 22,070
Change+7,112 (+32%)
Value$662.1K (+$151.0K)
Filed 2026-11-05
River's Edge Wealth Management, LLC
INCREASED
Shares29,123 from 28,112
Change+1,011 (+4%)
Value$662.3K (+$13.0K)
Filed 2026-10-19
Accretive Wealth Partners, LLC
DECREASED
Shares28,914 from 34,239
Change-5,325 (-16%)
Value$656.1K (-$136.9K)
Filed 2026-11-06
Curbstone Financial Management Corp
UNCHANGED
Shares28,742 from 28,742
Change0 (0%)
Value$652.2K (-$13.5K)
Filed 2026-10-21
Redwood Financial Network Corp
INCREASED
Shares28,368 from 27,871
Change+497 (+2%)
Value$643.7K (-$1.8K)
Filed 2026-11-03
Focused Alpha, LLC
INCREASED
Shares27,270 from 25,046
Change+2,224 (+9%)
Value$618.8K (+$38.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares26,618 from 9,378
Change+17,240 (+184%)
Value$605.3K (+$389.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares26,618 from 9,378
Change+17,240 (+184%)
Value$605.3K (+$389.4K)
Filed 2026-10-20
ADG Wealth Management Group, LLC
DECREASED
Shares25,340 from 25,440
Change-100 (0%)
Value$575.0K (-$14.2K)
Filed 2026-10-23
Ellis Investment Partners, LLC
INCREASED
Shares25,141 from 24,254
Change+887 (+4%)
Value$570.5K (+$8.7K)
Filed 2026-10-21
Silverlake Wealth Management LLC
INCREASED
Shares23,714 from 17,371
Change+6,343 (+37%)
Value$538.1K (+$135.8K)
Filed 2026-10-21
Naples Global Advisors, LLC
DECREASED
Shares22,650 from 23,000
Change-350 (-2%)
Value$513.9K (-$18.8K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares22,477 from 16,175
Change+6,302 (+39%)
Value$510.0K (+$135.4K)
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares22,427 from 21,353
Change+1,074 (+5%)
Value$508.9K (+$14.3K)
Filed 2026-11-06
Clearstead Trust, LLC
INCREASED
Shares22,317 from 18,454
Change+3,863 (+21%)
Value$506.4K (+$79.0K)
Filed 2026-11-06
James Investment Research, Inc.
UNCHANGED
Shares22,010 from 22,010
Change0 (0%)
Value$499.4K (-$10.3K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares21,904 from 21,882
Change+22 (+0%)
Value$497.0K (-$9.8K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
DECREASED
Shares21,601 from 21,627
Change-26 (0%)
Value$490.1K (-$10.8K)
Filed 2026-10-29
Prosperity Planning, Inc.
INCREASED
Shares21,460 from 20,007
Change+1,453 (+7%)
Value$486.9K (+$23.6K)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares21,206 from 29,430
Change-8,224 (-28%)
Value$481.2K (-$200.4K)
Filed 2026-10-30
Integrated Advisors Network LLC
INCREASED
Shares21,123 from 20,235
Change+888 (+4%)
Value$479.3K (+$10.6K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED
Shares21,086 from 21,086
Change0 (0%)
Value$478.4K (-$9.9K)
Filed 2026-10-21
Schmidt P J Investment Management Inc
INCREASED
Shares20,818 from 19,941
Change+877 (+4%)
Value$472.4K (+$10.5K)
Filed 2026-11-02
Tableaux LLC
DECREASED
Shares20,778 from 23,627
Change-2,849 (-12%)
Value$471.5K (-$75.8K)
Filed 2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares19,229 from 19,229
Change0 (0%)
Value$436.3K (-$9.0K)
Filed 2026-10-13
Wiregrass Investment Management LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$431.1K (-$8.9K)
Filed 2026-11-05
Beacon Financial Planning, Inc
INCREASED
Shares18,870 from 16,969
Change+1,901 (+11%)
Value$428.2K (+$35.1K)
Filed 2026-11-04
Robbins Farley
INCREASED
Shares18,772 from 18,607
Change+165 (+1%)
Value$425.9K (-$5.0K)
Filed 2026-10-21
Mlp3, LLC
INCREASED
Shares18,730 from 11,755
Change+6,975 (+59%)
Value$425.0K (+$152.7K)
Filed 2026-10-22
KOM Wealth Management Group, LLC
INCREASED
Shares18,668 from 18,460
Change+208 (+1%)
Value$423.6K (-$4.0K)
Filed 2026-10-15
S.E.E.D. Planning Group LLC
DECREASED
Shares18,632 from 19,523
Change-891 (-5%)
Value$422.8K (-$29.4K)
Filed 2026-10-07
Snider Financial Group
DECREASED
Shares18,487 from 22,822
Change-4,335 (-19%)
Value$419.5K (-$109.1K)
Filed 2026-10-16
Gryphon Financial Partners LLC
UNCHANGED
Shares18,386 from 18,386
Change0 (0%)
Value$417.2K (-$8.6K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares18,170 from 18,476
Change-306 (-2%)
Value$412.3K (-$15.6K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
INCREASED
Shares17,861 from 10,550
Change+7,311 (+69%)
Value$405.3K (+$160.9K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
DECREASED
Shares17,393 from 19,427
Change-2,034 (-10%)
Value$394.6K (-$55.3K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
NEW
Shares17,371
Change+17,371
Value$394.1K
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares17,151 from 17,151
Change0 (0%)
Value$389.2K (-$8.1K)
Filed 2026-10-23
Simon Quick Advisors, LLC
INCREASED
Shares16,784 from 16,604
Change+180 (+1%)
Value$380.8K (-$3.7K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares16,578 from 14,985
Change+1,593 (+11%)
Value$376.2K (+$29.1K)
Filed 2026-10-13
ProVise Management Group, LLC
INCREASED
Shares16,160 from 15,460
Change+700 (+5%)
Value$366.7K (+$8.6K)
Filed 2026-11-06
Riverchase Wealth Management, LLC
INCREASED
Shares15,992 from 13,146
Change+2,846 (+22%)
Value$362.9K (+$58.4K)
Filed 2026-10-28
Sarver Vrooman Wealth Advisors
INCREASED
Shares15,767 from 13,752
Change+2,015 (+15%)
Value$357.8K (+$40.2K)
Filed 2026-10-01
Ledyard National Bank
INCREASED
Shares15,600 from 15,453
Change+147 (+1%)
Value$354.0K (-$3.9K)
Filed 2026-10-21
Level Four Advisory Services, LLC
NEW
Shares15,266
Change+15,266
Value$346.4K
Filed 2026-11-06
Crusonia Wealth Advisors LLC
INCREASED
Shares15,252 from 14,754
Change+498 (+3%)
Value$346.1K (+$4.4K)
Filed 2026-10-26
Hyposwiss Advisors SA
UNCHANGED
Shares14,960 from 14,960
Change0 (0%)
Value$339.4K (-$7.0K)
Filed 2026-10-26
Lee Financial Co
UNCHANGED
Shares14,550 from 14,550
Change0 (0%)
Value$330.1K (-$6.8K)
Filed 2026-10-16
Johnson Bixby & Associates, LLC
INCREASED
Shares14,311 from 14,259
Change+52 (+0%)
Value$324.7K (-$5.5K)
Filed 2026-10-14
Indivisible Partners
NEW
Shares14,308
Change+14,308
Value$324.6K
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares14,064 from 12,763
Change+1,301 (+10%)
Value$319.1K (+$23.5K)
Filed 2026-10-08
Redw Wealth LLC
UNCHANGED
Shares13,761 from 13,761
Change0 (0%)
Value$312.2K (-$6.5K)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares13,755 from 9,878
Change+3,877 (+39%)
Value$312.1K (+$83.3K)
Filed 2026-10-28
Financial Advisory Corp
INCREASED
Shares13,392 from 13,245
Change+147 (+1%)
Value$303.9K (-$2.9K)
Filed 2026-10-14
One Day In July LLC
INCREASED
Shares13,172 from 13,072
Change+100 (+1%)
Value$298.9K (-$3.9K)
Filed 2026-10-30
Cove Private Wealth, LLC
NEW
Shares13,000
Change+13,000
Value$295.0K
Filed 2026-10-28
Berkshire Money Management, Inc.
UNCHANGED
Shares12,756 from 12,756
Change0 (0%)
Value$289.4K (-$6.0K)
Filed 2026-10-21
Atwater Malick LLC
UNCHANGED
Shares12,673 from 12,673
Change0 (0%)
Value$287.6K (-$6.0K)
Filed 2026-10-15
United Community Bank
UNCHANGED
Shares12,650 from 12,650
Change0 (0%)
Value$287.0K (-$5.9K)
Filed 2026-10-28
Midland Wealth Advisors, LLC
DECREASED
Shares12,503 from 17,274
Change-4,771 (-28%)
Value$283.7K (-$116.4K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares12,150 from 12,150
Change0 (0%)
Value$275.7K (-$5.7K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares11,847 from 31,446
Change-19,599 (-62%)
Value$268.8K (-$459.5K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares11,275 from 14,958
Change-3,683 (-25%)
Value$255.8K (-$90.6K)
Filed 2026-11-03
Highland Financial Advisors, LLC
UNCHANGED
Shares11,110 from 11,110
Change0 (0%)
Value$252.1K (-$5.2K)
Filed 2026-10-19
Next Level Wealth Planning, LLC
UNCHANGED
Shares10,950 from 10,950
Change0 (0%)
Value$248.5K (-$5.1K)
Filed 2026-10-29
Briggs Wealth Management, Inc
UNCHANGED
Shares10,702 from 10,702
Change0 (0%)
Value$242.8K (-$5.0K)
Filed 2026-10-26
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares10,683 from 9,548
Change+1,135 (+12%)
Value$242.4K (+$21.3K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares10,648 from 8,820
Change+1,828 (+21%)
Value$241.6K (+$37.3K)
Filed 2026-10-28
Alterna Wealth Management, Inc
DECREASED
Shares10,577 from 14,059
Change-3,482 (-25%)
Value$240.0K (-$85.6K)
Filed 2026-10-27
AMG National Trust Bank
UNCHANGED
Shares10,562 from 10,562
Change0 (0%)
Value$239.7K (-$5.0K)
Filed 2026-11-05
Welch & Forbes LLC
NEW
Shares10,279
Change+10,279
Value$233.2K
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares10,031 from 9,776
Change+255 (+3%)
Value$227.6K (+$1.2K)
Filed 2026-11-04
Arnold Financial Planning LLC
UNCHANGED
Shares9,857 from 9,857
Change0 (0%)
Value$223.7K (-$4.6K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,494 from 9,442
Change+52 (+1%)
Value$215.4K (-$3.3K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
UNCHANGED
Shares9,325 from 9,325
Change0 (0%)
Value$211.6K (-$4.4K)
Filed 2026-10-15
Phillips Financial Management, LLC
UNCHANGED
Shares9,251 from 9,251
Change0 (0%)
Value$209.9K (-$4.3K)
Filed 2026-10-19
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares9,080 from 9,080
Change0 (0%)
Value$206.0K (-$4.3K)
Filed 2026-10-14
First Premier Bank
INCREASED
Shares9,017 from 329
Change+8,688 (+2641%)
Value$204 (+$196)
Filed 2026-10-13
True Private Wealth Advisors
NEW
Shares9,011
Change+9,011
Value$204.5K
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares8,867 from 8,764
Change+103 (+1%)
Value$202.6K (+$943)
Filed 2026-11-03
Yoder Wealth Management, Inc.
NEW
Shares8,865
Change+8,865
Value$201.1K
Filed 2026-10-13
Addison Advisors LLC
INCREASED
Shares8,690 from 6,090
Change+2,600 (+43%)
Value$197.2K (+$56.1K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
INCREASED
Shares7,330 from 7,322
Change+8 (+0%)
Value$166.3K (-$3.3K)
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares6,405 from 4,715
Change+1,690 (+36%)
Value$145.3K (+$36.1K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
NEW
Shares5,261
Change+5,261
Value$119.4K
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares3,979 from 2,932
Change+1,047 (+36%)
Value$90.3K (+$22.4K)
Filed 2026-10-15
MTM Investment Management, LLC
DECREASED
Shares3,298 from 13,563
Change-10,265 (-76%)
Value$74.8K (-$239.3K)
Filed 2026-10-30
Trust Co
DECREASED
Shares3,289 from 4,018
Change-729 (-18%)
Value$74.6K (-$18.4K)
Filed 2026-10-09
Townsend Asset Management Corp
INCREASED
Shares3,284 from 3,247
Change+37 (+1%)
Value$74.5K (-$674)
Filed 2026-10-29
Barclays PLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$64.7K (-$1.3K)
Filed 2026-11-06
NBH Bank
DECREASED
Shares2,664 from 3,682
Change-1,018 (-28%)
Value$60.4K (-$24.8K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares2,645 from 1,694
Change+951 (+56%)
Value$60.0K (+$20.8K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares2,569 from 2,545
Change+24 (+1%)
Value$58.3K (-$656)
Filed 2026-11-05
Hurley Capital, LLC
INCREASED
Shares2,350 from 2,324
Change+26 (+1%)
Value$53.3K (-$483)
Filed 2026-11-05
Burkett Financial Services, LLC
INCREASED
Shares2,164 from 2,140
Change+24 (+1%)
Value$49.1K (-$445)
Filed 2026-10-01
Birch Financial Group, LLC
NEW
Shares1,880
Change+1,880
Value$42.7K
Filed 2026-10-27
Eastern Bank
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$32.3K (-$670)
Filed 2026-10-05
Coastline Trust Co
DECREASED
Shares1,418 from 1,480
Change-62 (-4%)
Value$32.2K (-$2.1K)
Filed 2026-10-01
Private Trust Co NA
DECREASED
Shares1,248 from 2,615
Change-1,367 (-52%)
Value$28.3K (-$32.2K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
NEW
Shares1,000
Change+1,000
Value$22.7K
Filed 2026-10-30
Pioneer Family Office, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$20.6K (-$428)
Filed 2026-10-30
AlphaCore Capital LLC
NEW
Shares870
Change+870
Value$19.7K
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$12.6K (-$262)
Filed 2026-11-02
Y.D. More Investments Ltd
NEW
Shares443
Change+443
Value$10.1K
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$7.4K (-$152)
Filed 2026-11-03
IMG Wealth Management, Inc.
NEW
Shares227
Change+227
Value$5.2K
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$3.0K (-$61)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares70 from 69
Change+1 (+1%)
Value$1.6K (-$14)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares69
Change+69
Value$1.6K
Filed 2026-10-21
Key Capital Management, Inc
NEW
Shares66
Change+66
Value$1.5K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 277,601
Change-277,601 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-05
Chesley Taft & Associates LLC
CLOSED
Shares0 from 113,900
Change-113,900 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-13
CGN Advisors LLC
CLOSED
Shares0 from 27,526
Change-27,526 (-100%)
Value$0 (-$637.5K)
Filed 2026-10-21
WJ Wealth Management, LLC
CLOSED
Shares0 from 17,600
Change-17,600 (-100%)
Value$0 (-$407.6K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 14,103
Change-14,103 (-100%)
Value$0 (-$326.6K)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 8,627
Change-8,627 (-100%)
Value$0 (-$198.9K)
Filed 2026-11-02
Fairway Wealth LLC
CLOSED
Shares0 from 1,295
Change-1,295 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 885
Change-885 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 742
Change-742 (-100%)
Value$0 (-$17.2K)
Filed 2026-11-03
Shufro Rose & Co LLC
N/A
Shares— from 8,668,602
Change-8,668,602 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,630,704
Change-7,630,704 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,497,005
Change-6,497,005 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,487,553
Change-6,487,553 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,791,658
Change-5,791,658 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,140,239
Change-5,140,239 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,887,671
Change-3,887,671 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,599,661
Change-3,599,661 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,142,337
Change-3,142,337 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,289,483
Change-2,289,483 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,220,273
Change-2,220,273 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,022,397
Change-2,022,397 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,978,091
Change-1,978,091 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,895,010
Change-1,895,010 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,629,388
Change-1,629,388 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 1,315,000
Change-1,315,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,229,949
Change-1,229,949 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,207,209
Change-1,207,209 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,161,935
Change-1,161,935 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 764,126
Change-764,126 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 740,823
Change-740,823 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 613,536
Change-613,536 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 605,089
Change-605,089 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 572,041
Change-572,041 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 552,048
Change-552,048 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 536,924
Change-536,924 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 528,717
Change-528,717 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 485,028
Change-485,028 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 405,145
Change-405,145 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 404,090
Change-404,090 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 397,717
Change-397,717 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 367,266
Change-367,266 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 305,471
Change-305,471 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 298,459
Change-298,459 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 286,885
Change-286,885 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 279,053
Change-279,053 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 278,417
Change-278,417 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 272,504
Change-272,504 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 256,326
Change-256,326 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 255,694
Change-255,694 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 233,769
Change-233,769 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 232,703
Change-232,703 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 227,803
Change-227,803 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 226,507
Change-226,507 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 217,105
Change-217,105 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 211,817
Change-211,817 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 190,831
Change-190,831 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 188,013
Change-188,013 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 179,020
Change-179,020 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 178,228
Change-178,228 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 177,379
Change-177,379 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 174,330
Change-174,330 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 165,755
Change-165,755 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 164,815
Change-164,815 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 164,439
Change-164,439 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 162,150
Change-162,150 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 144,658
Change-144,658 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 138,565
Change-138,565 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 136,800
Change-136,800 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 134,558
Change-134,558 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 122,688
Change-122,688 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 118,331
Change-118,331 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 112,876
Change-112,876 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 111,466
Change-111,466 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 110,044
Change-110,044 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 109,229
Change-109,229 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 107,203
Change-107,203 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 105,983
Change-105,983 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 96,270
Change-96,270 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 88,355
Change-88,355 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 85,990
Change-85,990 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 85,237
Change-85,237 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 83,490
Change-83,490 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 81,303
Change-81,303 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 75,858
Change-75,858 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 75,622
Change-75,622 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 72,868
Change-72,868 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 59,055
Change-59,055 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 58,599
Change-58,599 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 54,549
Change-54,549 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 54,485
Change-54,485 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 53,790
Change-53,790 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 53,470
Change-53,470 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 53,350
Change-53,350 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 52,524
Change-52,524 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 49,857
Change-49,857 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 47,164
Change-47,164 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46,175
Change-46,175 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 44,711
Change-44,711 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 42,310
Change-42,310 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 38,850
Change-38,850 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 34,648
Change-34,648 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 34,443
Change-34,443 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 34,383
Change-34,383 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 29,459
Change-29,459 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 28,984
Change-28,984 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 27,720
Change-27,720 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 27,396
Change-27,396 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,315
Change-27,315 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 26,622
Change-26,622 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 26,340
Change-26,340 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,209
Change-26,209 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 26,109
Change-26,109 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 25,654
Change-25,654 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 25,078
Change-25,078 (-100%)
Value—
American Trust
N/A
Shares— from 23,448
Change-23,448 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 23,259
Change-23,259 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 22,314
Change-22,314 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,265
Change-22,265 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 22,027
Change-22,027 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 19,827
Change-19,827 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,629
Change-19,629 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 17,237
Change-17,237 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 16,506
Change-16,506 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,236
Change-14,236 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 14,230
Change-14,230 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 14,085
Change-14,085 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,051
Change-14,051 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,479
Change-11,479 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 11,081
Change-11,081 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 9,894
Change-9,894 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,587
Change-9,587 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,194
Change-9,194 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 642
Change-642 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 293
Change-293 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED4,171,2024,035,738+135,464+3%$93.5M$94.6M+$1.2M2026-10-22
Lido Advisors, LLC
DECREASED2,847,0922,852,951-5,8590%$66.1M$64.6M-$1.5M2026-11-04
LPL Financial LLC
INCREASED2,794,6912,506,686+288,005+11%$58.1M$63.4M+$5.4M2026-11-06
Woodmont Investment Counsel LLC
INCREASED1,818,1701,771,527+46,643+3%$41.0M$41.3M+$225.7K2026-10-29
Klingman & Associates, LLC
INCREASED1,746,7231,622,444+124,279+8%$37.6M$39.6M+$2.1M2026-10-20
Commonwealth Equity Services, LLC
INCREASED1,667,3751,182,596+484,779+41%$27.4M$37.8M+$10.4M2026-11-02
Venture Visionary Partners LLC
INCREASED1,620,9321,491,364+129,568+9%$34.5M$36.8M+$2.2M2026-10-07
Sigma Investment Counselors Inc
INCREASED1,576,9441,561,416+15,528+1%$36.2M$35.8M-$381.5K2026-10-27
Gratus Wealth Advisors, LLC
INCREASED1,552,4701,550,502+1,968+0%$35.9M$35.2M-$684.1K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED1,519,9661,223,806+296,160+24%$28.3M$34.5M+$6.1M2026-10-21
Kathmere Capital Management, LLC
INCREASED1,323,2581,224,087+99,171+8%$28.3M$30.0M+$1.7M2026-10-20
Howland Capital Management LLC
INCREASED1,313,9701,118,191+195,779+18%$25.9M$29.8M+$3.9M2026-10-22
RVW Wealth, LLC
INCREASED1,239,8511,210,684+29,167+2%$28.0M$28.1M+$92.8K2026-10-06
Kestra Advisory Services, LLC
INCREASED1,035,196937,764+97,432+10%$21.7M$23.5M+$1.8M2026-11-02
MV Capital Management, Inc.
INCREASED888,967880,836+8,131+1%$20.4M$20.2M-$229.5K2026-10-29
US Bancorp \de\
INCREASED818,091715,219+102,872+14%$16.6M$18.6M+$2.0M2026-11-05
Summit Asset Management, LLC
INCREASED804,309793,992+10,317+1%$18.4M$18.2M-$139.1K2026-11-05
Ironwood Financial, llc
INCREASED693,063636,737+56,326+9%$14.7M$15.7M+$1.1M2026-10-20
First National Trust Co
DECREASED688,728715,822-27,094-4%$16.6M$15.6M-$951.2K2026-10-28
Arrow Financial Corp
DECREASED652,334655,962-3,628-1%$15.2M$14.8M-$390.6K2026-10-26
Windsor Capital Management, LLC
INCREASED603,794562,587+41,207+7%$13.0M$13.7M+$670.6K2026-10-13
Probity Advisors, Inc.
INCREASED583,594540,849+42,745+8%$12.5M$13.2M+$715.7K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED575,400555,787+19,613+4%$12.9M$13.1M+$183.8K2026-10-16
Lyell Wealth Management, LP
INCREASED574,063546,943+27,120+5%$12.7M$13.0M+$358.3K2026-10-30
Glenview Trust Co
INCREASED543,200510,500+32,700+6%$11.8M$12.3M+$502.0K2026-10-28
Central Trust Co
INCREASED535,302517,935+17,367+3%$12.0M$12.1M+$150.6K2026-11-05
Cornerstone Planning, LLC
INCREASED492,106121,300+370,806+306%$2.8M$11.3M+$8.5M2026-10-27
Rebalance, LLC
INCREASED463,761458,533+5,228+1%$10.6M$10.5M-$96.9K2026-10-22
MCF Advisors LLC
NEW460,530—+460,530——$10.4M—2026-10-28
Strid Group, LLC
INCREASED455,055443,780+11,275+3%$10.3M$10.3M+$47.2K2026-10-28
Parkway Wealth Management Group, LLC
INCREASED447,057439,736+7,321+2%$10.2M$10.1M-$40.6K2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED445,797599,061-153,264-26%$13.9M$10.1M-$3.8M2026-11-05
First International Bank of Israel Ltd.
UNCHANGED395,000395,00000%$9.1M$9.0M-$185.7K2026-11-04
Parallel Advisors, LLC
INCREASED384,700313,883+70,817+23%$7.3M$8.7M+$1.5M2026-11-03
InvesTrust
INCREASED374,933309,429+65,504+21%$7.2M$8.5M+$1.3M2026-10-14
Allworth Financial LP
NEW373,656—+373,656——$8.7M—2026-11-06
Guidance Point Advisors, LLC
INCREASED356,803341,567+15,236+4%$7.9M$8.1M+$185.2K2026-10-15
Arcadia Investment Advisors LLC
INCREASED353,129347,588+5,541+2%$8.1M$8.0M-$37.6K2026-10-13
Great Diamond Partners, LLC
INCREASED341,592235,576+106,016+45%$5.5M$7.8M+$2.3M2026-10-13
Penobscot Investment Management Company, Inc.
DECREASED317,980343,065-25,085-7%$7.9M$7.2M-$730.4K2026-10-26
Praetorian Wealth Management, Inc.
INCREASED310,056297,915+12,141+4%$6.9M$7.0M+$135.5K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED309,053214,164+94,889+44%$5.0M$7.0M+$2.1M2026-10-14
Merit Financial Group, LLC
INCREASED294,230261,657+32,573+12%$6.1M$6.7M+$616.1K2026-11-06
Members Wealth LLC
INCREASED293,388202,246+91,142+45%$4.7M$6.7M+$2.0M2026-10-20
IFP Advisors, Inc
INCREASED285,607272,975+12,632+5%$6.3M$6.5M+$158.3K2026-10-16
Virginia Wealth Management Group, Inc.
INCREASED257,089249,415+7,674+3%$5.8M$5.8M+$56.9K2026-10-14
Hamel Associates, Inc.
INCREASED254,117245,615+8,502+3%$5.7M$5.8M+$77.5K2026-11-06
Droms Strauss Advisors Inc
INCREASED251,109250,490+619+0%$5.8M$5.7M-$103.7K2026-11-03
Precedent Wealth Partners, LLC
INCREASED244,398183,495+60,903+33%$4.2M$5.5M+$1.3M2026-10-21
4Thought Financial Group Inc.
INCREASED233,805233,473+332+0%$5.4M$5.3M-$102.2K2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED231,710189,726+41,984+22%$4.4M$5.3M+$863.4K2026-10-23
Rossmore Private Capital
INCREASED230,984191,186+39,798+21%$4.4M$5.2M+$813.2K2026-10-27
Carrera Capital Advisors
NEW229,966—+229,966——$5.2M—2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED228,608235,320-6,712-3%$5.5M$5.2K-$5.4M2026-11-02
Krilogy Financial LLC
DECREASED223,693226,780-3,087-1%$5.3M$5.1M-$174.4K2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED218,441214,268+4,173+2%$5.0M$5.0M-$6.0K2026-10-15
Sonata Capital Group Inc
INCREASED215,474185,740+29,734+16%$4.3M$4.9M+$587.4K2026-10-19
Valmark Advisers, Inc.
INCREASED209,568181,412+28,156+16%$4.2M$4.8M+$553.6K2026-11-06
10Elms LLP
DECREASED196,976199,139-2,163-1%$4.6M$4.5M-$142.7K2026-11-06
Leo Wealth, LLC
NEW195,694—+195,694——$4.4M—2026-10-26
Chicago Partners Investment Group LLC
INCREASED191,116190,305+811+0%$4.4M$4.4M-$21.5K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED185,143159,049+26,094+16%$3.7M$4.2M+$535.1K2026-10-13
High Note Wealth, LLC
INCREASED185,137113,169+71,968+64%$2.6M$4.2M+$1.6M2026-10-27
Wilkins Miller Wealth Management, LLC
INCREASED179,229176,182+3,047+2%$4.1M$4.1M-$13.7K2026-10-13
Sowell Financial Services LLC
DECREASED176,309193,159-16,850-9%$4.5M$4.0M-$473.1K2026-10-23
Fulton Breakefield Broenniman LLC
INCREASED172,006151,144+20,862+14%$3.5M$3.9M+$402.3K2026-11-03
Evergreen Private Wealth LLC
NEW171,134—+171,134——$3.9M—2026-10-30
Sightline Wealth Advisors, LLC
INCREASED166,528109,054+57,474+53%$2.5M$3.8M+$1.3M2026-10-21
Kesler, Norman & Wride, LLC
NEW164,867—+164,867——$3.7M—2026-11-06
Syntegra Private Wealth Group, LLC
DECREASED162,868171,113-8,245-5%$4.0M$3.7M-$267.5K2026-10-13
Laurel Wealth Advisors LLC
INCREASED162,165158,165+4,000+3%$3.7M$3.7M+$16.4K2026-10-27
Whalen Wealth Management Inc.
INCREASED161,891157,041+4,850+3%$3.6M$3.7M+$36.2K2026-10-08
Adirondack Trust Co
INCREASED160,917158,394+2,523+2%$3.7M$3.6M-$17.2K2026-10-14
Regions Financial Corp
DECREASED160,301206,396-46,095-22%$4.8M$3.6M-$1.1M2026-11-05
Apollon Wealth Management, LLC
DECREASED154,141245,087-90,946-37%$5.7M$3.5M-$2.2M2026-10-23
Meitav Investment House LTD
INCREASED153,740133,260+20,480+15%$3.1M$3.5M+$399.7K2026-10-28
SAX Wealth Advisors, LLC
INCREASED152,06990,845+61,224+67%$2.1M$3.5M+$1.3M2026-10-13
Littlejohn Financial Services, Inc.
NEW151,592—+151,592——$3.4M—2026-11-06
Moneco Advisors, LLC
INCREASED136,556119,966+16,590+14%$2.8M$3.1M+$320.0K2026-11-05
Beaumont Asset Management, L.L.C.
INCREASED131,379109,199+22,180+20%$2.5M$3.0M+$451.9K2026-10-16
LifePlan Financial, LLC
INCREASED127,762125,028+2,734+2%$2.9M$2.9M+$4.5K2026-10-13
LFA - Lugano Financial Advisors SA
DECREASED126,360144,509-18,149-13%$3.3M$2.9M-$479.7K2026-11-03
Harbor Investment Advisory, LLC
INCREASED122,294100,760+21,534+21%$2.3M$2.8M+$441.2K2026-10-13
Matthew Goff Investment Advisor, LLC
DECREASED121,664123,519-1,855-1%$2.9M$2.8M-$100.1K2026-10-13
Fifth Third Bancorp
DECREASED118,546133,196-14,650-11%$3.1M$2.7M-$395.0K2026-11-05
Breachway Investments LLC
INCREASED116,245107,805+8,440+8%$2.5M$2.6M+$140.8K2026-10-19
Associated Banc-Corp
INCREASED114,882107,218+7,664+7%$2.5M$2.6M+$123.5K2026-10-30
Cornell Pochily Investment Advisors, Inc.
DECREASED108,905109,627-722-1%$2.5M$2.5M-$67.9K2026-10-19
Segment Wealth Management, LLC
INCREASED108,635101,690+6,945+7%$2.4M$2.5M+$109.8K2026-10-26
Woodley Farra Manion Portfolio Management Inc
INCREASED102,79095,711+7,079+7%$2.2M$2.3M+$115.6K2026-11-05
Meridian Wealth Management, LLC
INCREASED102,415101,185+1,230+1%$2.3M$2.3M-$19.6K2026-11-05
Keeler Thomas Management LLC
DECREASED99,191100,008-817-1%$2.3M$2.3M-$65.6K2026-10-29
Resonant Capital Advisors, LLC
INCREASED95,69094,399+1,291+1%$2.2M$2.2M-$15.1K2026-10-15
Cabot Wealth Management Inc
DECREASED95,378117,263-21,885-19%$2.7M$2.2M-$551.7K2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED95,26072,192+23,068+32%$1.7M$2.2M+$489.5K2026-10-13
Romano Brothers and Company
INCREASED92,76282,531+10,231+12%$1.9M$2.1M+$193.3K2026-10-22
Community Financial Services Group, LLC
INCREASED85,64521,719+63,926+294%$500.8K$1.9M+$1.4M2026-10-15
Thrivent Financial for Lutherans
NEW84,357—+84,357——$1.9M—2026-11-05
Newman Dignan & Sheerar, Inc.
DECREASED83,996186,679-102,683-55%$4.3M$1.9M-$2.4M2026-10-21
Commonwealth Financial Services, LLC
DECREASED81,776151,299-69,523-46%$3.5M$1.9M-$1.6M2026-10-20
Beacon Financial Group
INCREASED78,06675,455+2,611+3%$1.7M$1.8M+$23.8K2026-10-19
Creative Planning
DECREASED77,96679,562-1,596-2%$1.8M$1.8M-$73.6K2026-11-02
Bullock Wealth Management Group
INCREASED70,78067,532+3,248+5%$1.6M$1.6M+$45.2K2026-10-09
Jacobi Capital Management LLC
INCREASED69,70159,129+10,572+18%$1.4M$1.6M+$212.1K2026-11-05
Cowa, LLC
INCREASED69,54164,949+4,592+7%$1.5M$1.6M+$77.7K2026-10-30
Jefferson Bridge Capital, LLC
INCREASED68,92665,286+3,640+6%$1.5M$1.6M+$51.9K2026-11-06
Cyr Financial Inc.
DECREASED64,09565,619-1,524-2%$1.5M$1.5M-$65.4K2026-10-16
Farther Finance Advisors, LLC
INCREASED62,95644,505+18,451+41%$1.0M$1.4M+$397.7K2026-10-08
Mendota Financial Group, LLC
INCREASED62,38361,670+713+1%$1.4M$1.4M-$12.8K2026-10-07
Tabr Capital Management, LLC
INCREASED60,92451,892+9,032+17%$1.2M$1.4M+$180.5K2026-10-20
First Fiduciary Investment Counsel, Inc.
INCREASED59,35159,318+33+0%$1.4M$1.3K-$1.4M2026-10-27
Foundry Financial Group, Inc.
DECREASED58,64062,759-4,119-7%$1.5M$1.3M-$123.0K2026-10-28
4J Wealth Management LLC
DECREASED58,301126,059-67,758-54%$2.9M$1.3M-$1.6M2026-11-02
Montecito Bank & Trust
INCREASED52,65351,170+1,483+3%$1.2M$1.2M+$9.6K2026-10-01
Beaumont Financial Advisors, LLC
INCREASED52,03050,327+1,703+3%$1.2M$1.2M+$15.0K2026-10-22
Aspen Wealth Management LLC
INCREASED51,81445,113+6,701+15%$1.0M$1.2M+$130.9K2026-10-14
Conrad Siegel Investment Advisors, Inc.
INCREASED49,61047,581+2,029+4%$1.1M$1.1M+$23.7K2026-10-08
Princeton Global Asset Management LLC
INCREASED48,88132,972+15,909+48%$763.6K$1.1M+$345.5K2026-10-21
Archford Capital Strategies, LLC
DECREASED48,26648,754-488-1%$1.1M$1.1M-$34.0K2026-10-19
Journey Advisory Group, LLC
DECREASED47,80050,100-2,300-5%$1.2M$1.1M-$75.7K2026-11-04
Walleye Partners, LLC
DECREASED45,38449,611-4,227-9%$1.1M$1.0M-$119.2K2026-10-13
Oppenheimer & Co Inc
INCREASED40,66540,263+402+1%$932.5K$922.7K-$9.8K2026-10-26
Bank of New Hampshire
DECREASED40,64041,340-700-2%$957.4K$922.1K-$35.3K2026-10-06
TD Waterhouse Canada Inc.
UNCHANGED40,26640,26600%$928.5K$911.4K-$17.1K2026-10-16
Flagship Harbor Advisors, LLC
UNCHANGED40,04240,04200%$927.4K$908.6K-$18.8K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED39,87830,409+9,469+31%$704.3K$904.8K+$200.6K2026-10-16
Little House Capital LLC
DECREASED39,77340,451-678-2%$936.9K$902.5K-$34.4K2026-11-06
Clearstead Advisors, LLC
INCREASED39,23225,360+13,872+55%$587.3K$890.2K+$302.8K2026-11-06
First Interstate Bank
INCREASED39,15336,932+2,221+6%$855.3K$888.4K+$33.0K2026-10-23
Blue Square Asset Management, LLC
INCREASED38,89738,267+630+2%$886.3K$882.6K-$3.7K2026-11-02
Bank of New York Mellon Corp
INCREASED38,19032,090+6,100+19%$743.2K$866.5K+$123.3K2026-11-05
Valley Wealth Managers, Inc.
DECREASED36,82338,366-1,543-4%$888.6K$835.5K-$53.1K2026-10-09
Barrett & Company, Inc.
INCREASED36,17234,606+1,566+5%$801.5K$820.8K+$19.3K2026-10-22
KFG LLC
NEW36,128—+36,128——$819.7K—2026-11-02
Duncker Streett & Co Inc
INCREASED35,84135,432+409+1%$820.6K$813.2K-$7.4K2026-10-27
Foundation Wealth Management, LLC
INCREASED34,89232,213+2,679+8%$746.0K$791.7K+$45.6K2026-10-22
Schuylkill Financial LLC
INCREASED34,81533,929+886+3%$785.8K$790.0K+$4.2K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED34,11930,350+3,769+12%$702.9K$774.2K+$71.3K2026-11-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED33,17763,437-30,260-48%$1.5M$752.8K-$716.4K2026-10-16
Forvis Mazars Wealth Advisors, LLC
UNCHANGED32,33732,33700%$748.9K$733.7K-$15.2K2026-10-13
Straight Path Wealth Management
INCREASED31,71430,178+1,536+5%$698.9K$719.6K+$20.7K2026-10-23
Autumn Glory Partners, LLC
UNCHANGED31,41931,41900%$727.7K$712.9K-$14.8K2026-10-26
Robinson Smith Wealth Advisors LLC
INCREASED31,38830,685+703+2%$710.7K$712.2K+$1.5K2026-10-22
Gilbert Capital Group, Inc.
DECREASED31,08442,586-11,502-27%$986.3K$705.3K-$281.0K2026-10-28
Signaturefd, LLC
INCREASED30,80913,454+17,355+129%$311.6K$699.1K+$387.5K2026-10-23
DecisionMap Wealth Management, LLC
UNCHANGED30,25330,25300%$700.7K$686.4K-$14.2K2026-10-29
OFS Enterprise LLC
UNCHANGED29,75029,75000%$689.0K$675.0K-$14.0K2026-10-16
Clear Harbor Asset Management, LLC
INCREASED29,18222,070+7,112+32%$511.1K$662.1K+$151.0K2026-11-05
River's Edge Wealth Management, LLC
INCREASED29,12328,112+1,011+4%$649.3K$662.3K+$13.0K2026-10-19
Accretive Wealth Partners, LLC
DECREASED28,91434,239-5,325-16%$793.0K$656.1K-$136.9K2026-11-06
Curbstone Financial Management Corp
UNCHANGED28,74228,74200%$665.7K$652.2K-$13.5K2026-10-21
Redwood Financial Network Corp
INCREASED28,36827,871+497+2%$645.5K$643.7K-$1.8K2026-11-03
Focused Alpha, LLC
INCREASED27,27025,046+2,224+9%$580.1K$618.8K+$38.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED26,6189,378+17,240+184%$215.8K$605.3K+$389.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED26,6189,378+17,240+184%$215.8K$605.3K+$389.4K2026-10-20
ADG Wealth Management Group, LLC
DECREASED25,34025,440-1000%$589.2K$575.0K-$14.2K2026-10-23
Ellis Investment Partners, LLC
INCREASED25,14124,254+887+4%$561.7K$570.5K+$8.7K2026-10-21
Silverlake Wealth Management LLC
INCREASED23,71417,371+6,343+37%$402.3K$538.1K+$135.8K2026-10-21
Naples Global Advisors, LLC
DECREASED22,65023,000-350-2%$532.7K$513.9K-$18.8K2026-11-05
XML Financial, LLC
INCREASED22,47716,175+6,302+39%$374.6K$510.0K+$135.4K2026-10-29
Moors & Cabot, Inc.
INCREASED22,42721,353+1,074+5%$494.5K$508.9K+$14.3K2026-11-06
Clearstead Trust, LLC
INCREASED22,31718,454+3,863+21%$427.4K$506.4K+$79.0K2026-11-06
James Investment Research, Inc.
UNCHANGED22,01022,01000%$509.8K$499.4K-$10.3K2026-10-22
XY Planning Network, Inc.
INCREASED21,90421,882+22+0%$506.8K$497.0K-$9.8K2026-10-14
Koshinski Asset Management, Inc.
DECREASED21,60121,627-260%$500.9K$490.1K-$10.8K2026-10-29
Prosperity Planning, Inc.
INCREASED21,46020,007+1,453+7%$463.4K$486.9K+$23.6K2026-10-09
Truist Financial Corp
DECREASED21,20629,430-8,224-28%$681.6K$481.2K-$200.4K2026-10-30
Integrated Advisors Network LLC
INCREASED21,12320,235+888+4%$468.6K$479.3K+$10.6K2026-10-20
Gradient Capital Advisors, LLC
UNCHANGED21,08621,08600%$488.4K$478.4K-$9.9K2026-10-21
Schmidt P J Investment Management Inc
INCREASED20,81819,941+877+4%$461.8K$472.4K+$10.5K2026-11-02
Tableaux LLC
DECREASED20,77823,627-2,849-12%$547.2K$471.5K-$75.8K2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED19,22919,22900%$445.3K$436.3K-$9.0K2026-10-13
Wiregrass Investment Management LLC
UNCHANGED19,00019,00000%$440.0K$431.1K-$8.9K2026-11-05
Beacon Financial Planning, Inc
INCREASED18,87016,969+1,901+11%$393.0K$428.2K+$35.1K2026-11-04
Robbins Farley
INCREASED18,77218,607+165+1%$430.9K$425.9K-$5.0K2026-10-21
Mlp3, LLC
INCREASED18,73011,755+6,975+59%$272.3K$425.0K+$152.7K2026-10-22
KOM Wealth Management Group, LLC
INCREASED18,66818,460+208+1%$427.5K$423.6K-$4.0K2026-10-15
S.E.E.D. Planning Group LLC
DECREASED18,63219,523-891-5%$452.2K$422.8K-$29.4K2026-10-07
Snider Financial Group
DECREASED18,48722,822-4,335-19%$528.6K$419.5K-$109.1K2026-10-16
Gryphon Financial Partners LLC
UNCHANGED18,38618,38600%$425.8K$417.2K-$8.6K2026-11-04
PNC Financial Services Group, Inc.
DECREASED18,17018,476-306-2%$427.9K$412.3K-$15.6K2026-11-06
Provenance Wealth Advisors, LLC
INCREASED17,86110,550+7,311+69%$244.3K$405.3K+$160.9K2026-10-30
Alliance Wealth Advisors, LLC
DECREASED17,39319,427-2,034-10%$449.9K$394.6K-$55.3K2026-10-28
Ballast Rock Private Wealth LLC
NEW17,371—+17,371——$394.1K—2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED17,15117,15100%$397.2K$389.2K-$8.1K2026-10-23
Simon Quick Advisors, LLC
INCREASED16,78416,604+180+1%$384.5K$380.8K-$3.7K2026-10-26
1900 Wealth Management LLC
INCREASED16,57814,985+1,593+11%$347.1K$376.2K+$29.1K2026-10-13
ProVise Management Group, LLC
INCREASED16,16015,460+700+5%$358.1K$366.7K+$8.6K2026-11-06
Riverchase Wealth Management, LLC
INCREASED15,99213,146+2,846+22%$304.5K$362.9K+$58.4K2026-10-28
Sarver Vrooman Wealth Advisors
INCREASED15,76713,752+2,015+15%$317.6K$357.8K+$40.2K2026-10-01
Ledyard National Bank
INCREASED15,60015,453+147+1%$357.9K$354.0K-$3.9K2026-10-21
Level Four Advisory Services, LLC
NEW15,266—+15,266——$346.4K—2026-11-06
Crusonia Wealth Advisors LLC
INCREASED15,25214,754+498+3%$341.7K$346.1K+$4.4K2026-10-26
Hyposwiss Advisors SA
UNCHANGED14,96014,96000%$346.5K$339.4K-$7.0K2026-10-26
Lee Financial Co
UNCHANGED14,55014,55000%$337.0K$330.1K-$6.8K2026-10-16
Johnson Bixby & Associates, LLC
INCREASED14,31114,259+52+0%$330.2K$324.7K-$5.5K2026-10-14
Indivisible Partners
NEW14,308—+14,308——$324.6K—2026-10-26
Gamma Investing LLC
INCREASED14,06412,763+1,301+10%$295.6K$319.1K+$23.5K2026-10-08
Redw Wealth LLC
UNCHANGED13,76113,76100%$318.7K$312.2K-$6.5K2026-11-02
Aprio Wealth Management, LLC
INCREASED13,7559,878+3,877+39%$228.8K$312.1K+$83.3K2026-10-28
Financial Advisory Corp
INCREASED13,39213,245+147+1%$306.8K$303.9K-$2.9K2026-10-14
One Day In July LLC
INCREASED13,17213,072+100+1%$302.7K$298.9K-$3.9K2026-10-30
Cove Private Wealth, LLC
NEW13,000—+13,000——$295.0K—2026-10-28
Berkshire Money Management, Inc.
UNCHANGED12,75612,75600%$295.4K$289.4K-$6.0K2026-10-21
Atwater Malick LLC
UNCHANGED12,67312,67300%$293.5K$287.6K-$6.0K2026-10-15
United Community Bank
UNCHANGED12,65012,65000%$293.0K$287.0K-$5.9K2026-10-28
Midland Wealth Advisors, LLC
DECREASED12,50317,274-4,771-28%$400.1K$283.7K-$116.4K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED12,15012,15000%$281.4K$275.7K-$5.7K2026-10-23
Brookstone Capital Management
DECREASED11,84731,446-19,599-62%$728.3K$268.8K-$459.5K2026-10-22
Advisor OS, LLC
DECREASED11,27514,958-3,683-25%$346.4K$255.8K-$90.6K2026-11-03
Highland Financial Advisors, LLC
UNCHANGED11,11011,11000%$257.3K$252.1K-$5.2K2026-10-19
Next Level Wealth Planning, LLC
UNCHANGED10,95010,95000%$253.6K$248.5K-$5.1K2026-10-29
Briggs Wealth Management, Inc
UNCHANGED10,70210,70200%$247.9K$242.8K-$5.0K2026-10-26
Walser Wealth Management Company, A Ltd Liability Co
INCREASED10,6839,548+1,135+12%$221.1K$242.4K+$21.3K2026-10-15
Choreo, LLC
INCREASED10,6488,820+1,828+21%$204.3K$241.6K+$37.3K2026-10-28
Alterna Wealth Management, Inc
DECREASED10,57714,059-3,482-25%$325.6K$240.0K-$85.6K2026-10-27
AMG National Trust Bank
UNCHANGED10,56210,56200%$244.6K$239.7K-$5.0K2026-11-05
Welch & Forbes LLC
NEW10,279—+10,279——$233.2K—2026-11-04
Csenge Advisory Group
INCREASED10,0319,776+255+3%$226.4K$227.6K+$1.2K2026-11-04
Arnold Financial Planning LLC
UNCHANGED9,8579,85700%$228.3K$223.7K-$4.6K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED9,4949,442+52+1%$218.7K$215.4K-$3.3K2026-11-03
WealthPlan Investment Management, LLC
UNCHANGED9,3259,32500%$216.0K$211.6K-$4.4K2026-10-15
Phillips Financial Management, LLC
UNCHANGED9,2519,25100%$214.3K$209.9K-$4.3K2026-10-19
MinichMacGregor Wealth Management, LLC
UNCHANGED9,0809,08000%$210.3K$206.0K-$4.3K2026-10-14
First Premier Bank
INCREASED9,017329+8,688+2641%$8$204+$1962026-10-13
True Private Wealth Advisors
NEW9,011—+9,011——$204.5K—2026-10-19
Plancorp, LLC
INCREASED8,8678,764+103+1%$201.7K$202.6K+$9432026-11-03
Yoder Wealth Management, Inc.
NEW8,865—+8,865——$201.1K—2026-10-13
Addison Advisors LLC
INCREASED8,6906,090+2,600+43%$141.0K$197.2K+$56.1K2026-11-06
Physician Wealth Advisors, Inc.
INCREASED7,3307,322+8+0%$169.6K$166.3K-$3.3K2026-10-20
Pittenger & Anderson Inc
INCREASED6,4054,715+1,690+36%$109.2K$145.3K+$36.1K2026-11-02
Pinnacle Bancorp, Inc.
NEW5,261—+5,261——$119.4K—2026-10-21
Blue Trust, Inc.
INCREASED3,9792,932+1,047+36%$67.9K$90.3K+$22.4K2026-10-15
MTM Investment Management, LLC
DECREASED3,29813,563-10,265-76%$314.1K$74.8K-$239.3K2026-10-30
Trust Co
DECREASED3,2894,018-729-18%$93.1K$74.6K-$18.4K2026-10-09
Townsend Asset Management Corp
INCREASED3,2843,247+37+1%$75.2K$74.5K-$6742026-10-29
Barclays PLC
UNCHANGED2,8502,85000%$66.0K$64.7K-$1.3K2026-11-06
NBH Bank
DECREASED2,6643,682-1,018-28%$85.3K$60.4K-$24.8K2026-11-05
Rossby Financial, LCC
INCREASED2,6451,694+951+56%$39.2K$60.0K+$20.8K2026-11-05
Larson Financial Group LLC
INCREASED2,5692,545+24+1%$59.0K$58.3K-$6562026-11-05
Hurley Capital, LLC
INCREASED2,3502,324+26+1%$53.8K$53.3K-$4832026-11-05
Burkett Financial Services, LLC
INCREASED2,1642,140+24+1%$49.6K$49.1K-$4452026-10-01
Birch Financial Group, LLC
NEW1,880—+1,880——$42.7K—2026-10-27
Eastern Bank
UNCHANGED1,4251,42500%$33.0K$32.3K-$6702026-10-05
Coastline Trust Co
DECREASED1,4181,480-62-4%$34.3K$32.2K-$2.1K2026-10-01
Private Trust Co NA
DECREASED1,2482,615-1,367-52%$60.6K$28.3K-$32.2K2026-10-20
Capital Investment Advisory Services, LLC
NEW1,000—+1,000——$22.7K—2026-10-30
Pioneer Family Office, LLC
UNCHANGED91091000%$21.1K$20.6K-$4282026-10-30
AlphaCore Capital LLC
NEW870—+870——$19.7K—2026-11-04
Key FInancial Inc
UNCHANGED55755700%$12.9K$12.6K-$2622026-11-02
Y.D. More Investments Ltd
NEW443—+443——$10.1K—2026-11-02
Asset Dedication, LLC
UNCHANGED32532500%$7.5K$7.4K-$1522026-11-03
IMG Wealth Management, Inc.
NEW227—+227——$5.2K—2026-10-27
Hoey Investments, Inc
UNCHANGED13013000%$3.0K$3.0K-$612026-10-29
Golden State Wealth Management, LLC
INCREASED7069+1+1%$1.6K$1.6K-$142026-11-02
Root Financial Partners, LLC
NEW69—+69——$1.6K—2026-10-21
Key Capital Management, Inc
NEW66—+66——$1.5K—2026-11-03
J.W. Cole Advisors, Inc.
CLOSED0277,601-277,601-100%$6.4M$0-$6.4M2026-11-05
Chesley Taft & Associates LLC
CLOSED0113,900-113,900-100%$2.6M$0-$2.6M2026-10-13
CGN Advisors LLC
CLOSED027,526-27,526-100%$637.5K$0-$637.5K2026-10-21
WJ Wealth Management, LLC
CLOSED017,600-17,600-100%$407.6K$0-$407.6K2026-11-03
Avidian Wealth Enterprises, LLC
CLOSED014,103-14,103-100%$326.6K$0-$326.6K2026-10-08
International Assets Investment Management, LLC
CLOSED08,627-8,627-100%$198.9K$0-$198.9K2026-11-02
Fairway Wealth LLC
CLOSED01,295-1,295-100%$30.0K$0-$30.0K2026-10-30
AdvisorNet Financial, Inc
CLOSED0885-885-100%$20.5K$0-$20.5K2026-10-15
JFS Wealth Advisors, LLC
CLOSED0742-742-100%$17.2K$0-$17.2K2026-11-03
Shufro Rose & Co LLC
N/A—8,668,602-8,668,602-100%$200.8M———
Bank of America Corp
N/A—7,630,704-7,630,704-100%$176.7M———
Aptus Capital Advisors, LLC
N/A—6,497,005-6,497,005-100%$150.5M———
Morgan Stanley
N/A—6,487,553-6,487,553-100%$150.3M———
Mercer Global Advisors Inc
N/A—5,791,658-5,791,658-100%$134.1M———
Capital Advisors Inc
N/A—5,140,239-5,140,239-100%$119.0M———
UBS Group AG
N/A—3,887,671-3,887,671-100%$90.0M———
Raymond James Financial Inc
N/A—3,599,661-3,599,661-100%$83.4M———
HM Payson & Co
N/A—3,142,337-3,142,337-100%$72.8M———
Royal Bank of Canada
N/A—2,289,483-2,289,483-100%$53.0M———
Wells Fargo & Company
N/A—2,220,273-2,220,273-100%$51.4M———
Summitry LLC
N/A—2,022,397-2,022,397-100%$46.8M———
HighTower Advisors, LLC
N/A—1,978,091-1,978,091-100%$45.8M———
Sound View Wealth Advisors Group, LLC
N/A—1,895,010-1,895,010-100%$43.9M———
Ameriprise Financial Inc
N/A—1,629,388-1,629,388-100%$37.7M———
Meiji Yasuda Life Insurance Co
N/A—1,315,000-1,315,000-100%$30.5M———
Summit Financial, LLC
N/A—1,229,949-1,229,949-100%$28.5M———
Advisors Capital Management, LLC
N/A—1,207,209-1,207,209-100%$28.0M———
Seven Springs Wealth Group, LLC
N/A—1,161,935-1,161,935-100%$26.9M———
Captrust Financial Advisors
N/A—764,126-764,126-100%$17.7M———
BlackRock, Inc.
N/A—740,823-740,823-100%$17.2M———
Stifel Financial Corp
N/A—613,536-613,536-100%$14.2M———
Rockefeller Capital Management L.P.
N/A—605,089-605,089-100%$14.0M———
Northwestern Mutual Wealth Management Co
N/A—572,041-572,041-100%$13.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—552,048-552,048-100%$12.8M———
Spinnaker Trust
N/A—536,924-536,924-100%$12.4M———
Ruggaard & Associates LLC
N/A—528,717-528,717-100%$12.2M———
Envestnet Asset Management Inc
N/A—485,028-485,028-100%$11.2M———
Peloton Wealth Strategists
N/A—405,145-405,145-100%$9.4M———
Benjamin Edwards Inc
N/A—404,090-404,090-100%$9.4M———
Global Retirement Partners, LLC
N/A—397,717-397,717-100%$9.2M———
Lbmc Investment Advisors, LLC
N/A—367,266-367,266-100%$8.5M———
Envision Financial Planning, LLC
N/A—305,471-305,471-100%$7.1M———
Spreng Capital Management, Inc.
N/A—298,459-298,459-100%$6.9M———
Cetera Investment Advisers
N/A—286,885-286,885-100%$6.6M———
Beacon Pointe Advisors, LLC
N/A—279,053-279,053-100%$6.5M———
United Capital Financial Advisors, LLC
N/A—278,417-278,417-100%$6.4M———
Janney Montgomery Scott LLC
N/A—272,504-272,504-100%$6.3M———
EP Wealth Advisors, LLC
N/A—256,326-256,326-100%$5.9M———
Snowden Capital Advisors LLC
N/A—255,694-255,694-100%$5.9M———
Atlantic Union Bankshares Corp
N/A—233,769-233,769-100%$5.4M———
Houlihan Financial Resource Group, Ltd.
N/A—232,703-232,703-100%$5.4M———
Winthrop Partners - WNY, LLC
N/A—227,803-227,803-100%$5.3M———
Hancock Whitney Corp
N/A—226,507-226,507-100%$5.2M———
OneDigital Investment Advisors LLC
N/A—217,105-217,105-100%$5.0M———
Osaic Holdings, Inc.
N/A—211,817-211,817-100%$4.9M———
Heartland Bank & Trust Co
N/A—190,831-190,831-100%$4.4M———
Jones Financial Companies Lllp
N/A—188,013-188,013-100%$4.4M———
Crews Bank & Trust
N/A—179,020-179,020-100%$4.1M———
Composition Wealth, LLC
N/A—178,228-178,228-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—177,379-177,379-100%$4.1M———
Eight 31 Financial, LLC
N/A—174,330-174,330-100%$4.0M———
MML Investors Services, LLC
N/A—165,755-165,755-100%$3.8M———
Harbor Advisory Corp
N/A—164,815-164,815-100%$3.8M———
Roble, Belko & Company, Inc
N/A—164,439-164,439-100%$3.8M———
Covington Investment Advisors Inc.
N/A—162,150-162,150-100%$3.8M———
Stonebrook Private Inc.
N/A—144,658-144,658-100%$3.4M———
FourThought Financial Partners, LLC
N/A—138,565-138,565-100%$3.2M———
Godshalk Welsh Capital Management, Inc.
N/A—136,800-136,800-100%$3.2M———
Belpointe Asset Management LLC
N/A—134,558-134,558-100%$3.1M———
Hills Bank & Trust Co
N/A—122,688-122,688-100%$2.8M———
AssuredPartners Investment Advisors, LLC
N/A—118,331-118,331-100%$2.7M———
Leavell Investment Management, Inc.
N/A—112,876-112,876-100%$2.6M———
Madden Advisory Services, Inc.
N/A—111,466-111,466-100%$2.6M———
Susquehanna International Group, LLP
N/A—110,044-110,044-100%$2.5M———
Kintra Wealth, LLC
N/A—109,229-109,229-100%$2.5M———
Northstar Group, Inc.
N/A—107,203-107,203-100%$2.5M———
Modern Wealth Management, LLC
N/A—105,983-105,983-100%$2.5M———
Mariner, LLC
N/A—96,270-96,270-100%$2.2M———
Fortis Capital Management LLC
N/A—88,355-88,355-100%$2.0M———
IFG Advisory, LLC
N/A—85,990-85,990-100%$2.0M———
JPMorgan Chase & Co
N/A—85,237-85,237-100%$2.0M———
First National Bank & Trust Co of Newtown
N/A—83,490-83,490-100%$1.9M———
Coldstream Capital Management Inc
N/A—81,303-81,303-100%$1.9M———
Wrapmanager Inc
N/A—75,858-75,858-100%$1.8M———
Advance Capital Management, Inc.
N/A—75,622-75,622-100%$1.8M———
TFR Capital, Llc.
N/A—72,868-72,868-100%$1.7M———
Equitable Holdings, Inc.
N/A—59,055-59,055-100%$1.4M———
Cary Street Partners Financial LLC
N/A—58,599-58,599-100%$1.4M———
Drive Wealth Management, LLC
N/A—54,549-54,549-100%$1.3M———
Reliant Wealth Planning
N/A—54,485-54,485-100%$1.3M———
BFC Planning, Inc.
N/A—53,790-53,790-100%$1.2M———
Baron Silver Stevens Financial Advisors, LLC
N/A—53,470-53,470-100%$1.2M———
AlTi Global, Inc.
N/A—53,350-53,350-100%$1.2M———
Neuberger Berman Group LLC
N/A—52,524-52,524-100%$1.2M———
Camelot Portfolios, LLC
N/A—49,857-49,857-100%$1.2M———
First Manhattan Co. Llc.
N/A—47,164-47,164-100%$1.1M———
Fiduciary Financial Advisors
N/A—46,175-46,175-100%$1.1M———
Farmers National Bank
N/A—44,711-44,711-100%$1.0M———
Gilbert & Cook, Inc.
N/A—42,310-42,310-100%$979.9K———
Granite Harbor Advisors, Inc.
N/A—38,850-38,850-100%$899.8K———
NewEdge Advisors, LLC
N/A—34,648-34,648-100%$802.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—34,443-34,443-100%$797.7K———
Seneca House Advisors
N/A—34,383-34,383-100%$796.3K———
Stokes Family Office, LLC
N/A—29,459-29,459-100%$682.3K———
Dearborn Partners LLC
N/A—28,984-28,984-100%$671.3K———
CVA Family Office, LLC
N/A—27,720-27,720-100%$642.0K———
Private Advisor Group, LLC
N/A—27,396-27,396-100%$634.5K———
Jane Street Group, LLC
N/A—27,315-27,315-100%$632.6K———
Baird Financial Group, Inc.
N/A—26,622-26,622-100%$616.6K———
Mosaic Family Wealth Partners, LLC
N/A—26,340-26,340-100%$610.0K———
Advisory Services Network, LLC
N/A—26,209-26,209-100%$607.0K———
Van Hulzen Asset Management, LLC
N/A—26,109-26,109-100%$604.7K———
Dorsey & Whitney Trust Co LLC
N/A—26,000-26,000-100%$602.2K———
Great Valley Advisor Group, Inc.
N/A—25,654-25,654-100%$594.1K———
Smith, Moore & Co.
N/A—25,078-25,078-100%$580.8K———
American Trust
N/A—23,448-23,448-100%$543.1K———
Freestone Capital Holdings, LLC
N/A—23,259-23,259-100%$538.7K———
Thoroughbred Financial Services, LLC
N/A—22,314-22,314-100%$516.0K———
Cerity Partners LLC
N/A—22,265-22,265-100%$515.7K———
Focus Partners Wealth
N/A—22,027-22,027-100%$510.2K———
MidFirst Bank
N/A—19,827-19,827-100%$459.2K———
Mutual Advisors, LLC
N/A—19,629-19,629-100%$454.6K———
Ancora Advisors LLCA
N/A—18,396-18,396-100%$426.1K———
Element Wealth, LLC
N/A—17,237-17,237-100%$399.2K———
Summit Wealth Partners, LLC
N/A—16,506-16,506-100%$382.3K———
Summit Trail Advisors, LLC
N/A—16,350-16,350-100%$378.7K———
Foundations Investment Advisors, LLC
N/A—14,236-14,236-100%$329.7K———
JDM Financial Group LLC
N/A—14,230-14,230-100%$329.6K———
Hanover Advisors Inc
N/A—14,085-14,085-100%$326.2K———
Principal Securities, Inc.
N/A—14,051-14,051-100%$325.4K———
CIBC Bancorp USA Inc.
N/A—11,920-11,920-100%$276.1K———
Nwam LLC
N/A—11,479-11,479-100%$265.9K———
Seeds Investor LLC
N/A—11,476-11,476-100%$265.8K———
Rothschild Wealth LLC
N/A—11,315-11,315-100%$262.1K———
Spartan Wealth Advisory Services LLC
N/A—11,081-11,081-100%$256.6K———
Betterment LLC
N/A—10,315-10,315-100%$239.0K———
Waterford Advisors, LLC
N/A—9,894-9,894-100%$229.2K———
Miller Capital Partners, Inc.
N/A—9,675-9,675-100%$224.1K———
Harbour Investments, Inc.
N/A—9,587-9,587-100%$222.0K———
Steward Partners Investment Advisory, LLC
N/A—9,194-9,194-100%$212.9K———
Scotia Capital Inc.
N/A—8,900-8,900-100%$206.1K———
Kingsview Wealth Management, LLC
N/A—8,688-8,688-100%$201.2K———
Waverly Advisors, LLC
N/A—8,616-8,616-100%$199.5K———
Bogart Wealth, LLC
N/A—8,457-8,457-100%$195.9K———
National Bank of Canada
N/A—4,951-4,951-100%$114.6K———
Ballast Advisors LLC
N/A—4,933-4,933-100%$114.2K———
FMR LLC
N/A—4,462-4,462-100%$103.3K———
AE Wealth Management LLC
N/A—4,452-4,452-100%$103.1K———
HHM Wealth Advisors, LLC
N/A—3,830-3,830-100%$88.7K———
CNB Bank
N/A—3,551-3,551-100%$82.2K———
Truvestments Capital LLC
N/A—3,498-3,498-100%$81.0K———
O'shaughnessy Asset Management, LLC
N/A—1,719-1,719-100%$39.8K———
Mcguire Capital Advisors Inc
N/A—800-800-100%$18.5K———
Venturi Wealth Management, LLC
N/A—717-717-100%$16.6K———
Bank of Montreal
N/A—642-642-100%$14.9K———
Bartlett & Co. Wealth Management LLC
N/A—530-530-100%$12.3K———
Logan Capital Management Inc
N/A—293-293-100%$6.8K———
Vanguard Advisers Inc
N/A—133-133-100%$3.1K———
Showing 415 of 415 institutions