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Ishares ESG Advanc Msci Eafe (DMXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares558,833 from 416,766
Change+142,067 (+34%)
Value$47.3M (+$12.0M)
Filed 2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares248,418 from 245,699
Change+2,719 (+1%)
Value$21.0M (+$242.4K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares182,166 from 179,916
Change+2,250 (+1%)
Value$15.4M (+$190.3K)
Filed 2026-11-06
Ethic Inc.
NEW
Shares162,595
Change+162,595
Value$13.8M
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares152,470 from 104,605
Change+47,865 (+46%)
Value$12.9M (+$4.1M)
Filed 2026-10-26
Values Added Financial LLC
INCREASED
Shares122,374 from 107,954
Change+14,420 (+13%)
Value$10.4M (+$1.2M)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares108,167 from 108,027
Change+140 (+0%)
Value$9.2M (+$17.3K)
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares100,724 from 101,689
Change-965 (-1%)
Value$8.5M (-$76.6K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares85,886 from 75,425
Change+10,461 (+14%)
Value$7.2M (+$873.0K)
Filed 2026-11-05
Regatta Capital Group, LLC
INCREASED
Shares75,232 from 70,362
Change+4,870 (+7%)
Value$6.4M (+$415.8K)
Filed 2026-10-23
SeedSafe Financial LLC
INCREASED
Shares73,188 from 56,700
Change+16,488 (+29%)
Value$6.2M (+$1.4M)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares72,289 from 75,662
Change-3,373 (-4%)
Value$6.1M (-$237.0K)
Filed 2026-10-08
Invera Wealth Advisors, LLC
INCREASED
Shares71,197 from 67,313
Change+3,884 (+6%)
Value$6.0M (+$332.1K)
Filed 2026-10-28
Sofi Wealth, LLC
INCREASED
Shares53,331 from 43,134
Change+10,197 (+24%)
Value$4.5M (+$865.4K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED
Shares53,239 from 48,437
Change+4,802 (+10%)
Value$4.5M (+$408.9K)
Filed 2026-11-02
Equita Financial Network, Inc.
INCREASED
Shares44,706 from 42,427
Change+2,279 (+5%)
Value$3.8M (+$195.0K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
UNCHANGED
Shares43,715 from 43,715
Change0 (0%)
Value$3.7M (+$20.1K)
Filed 2026-10-16
Atlantic Private Wealth, LLC
UNCHANGED
Shares42,917 from 42,917
Change0 (0%)
Value$3.6M (+$2.1K)
Filed 2026-11-09
Assetmark, Inc
INCREASED
Shares39,394 from 30,952
Change+8,442 (+27%)
Value$3.3M (+$716.2K)
Filed 2026-10-21
Albion Financial Group
INCREASED
Shares39,175 from 38,662
Change+513 (+1%)
Value$3.3M (+$45.4K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares35,520 from 35,593
Change-73 (0%)
Value$3.0M (-$4.4K)
Filed 2026-10-16
Atwater Malick LLC
UNCHANGED
Shares34,843 from 34,843
Change0 (0%)
Value$2.9M (+$1.7K)
Filed 2026-10-15
Fiera Capital Corp
UNCHANGED
Shares34,315 from 34,315
Change0 (0%)
Value$2.9M (+$1.7K)
Filed 2026-11-06
Archer Investment Management, LLC
INCREASED
Shares28,915 from 21,610
Change+7,305 (+34%)
Value$2.4M (+$619.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares28,768 from 23,291
Change+5,477 (+24%)
Value$2.4M (+$465.0K)
Filed 2026-11-02
Avise Financial Cooperative, Inc.
DECREASED
Shares28,000 from 28,211
Change-211 (-1%)
Value$2.4M (-$16.4K)
Filed 2026-11-09
Arjuna Capital
UNCHANGED
Shares24,261 from 24,261
Change0 (0%)
Value$2.1M (+$1.2K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares23,658 from 18,214
Change+5,444 (+30%)
Value$2.0M (+$461.7K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares23,620 from 22,170
Change+1,450 (+7%)
Value$2.0M (+$123.9K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares22,714 from 9,682
Change+13,032 (+135%)
Value$1.9M (+$1.1M)
Filed 2026-10-29
Warner Financial, Inc
INCREASED
Shares21,603 from 20,031
Change+1,572 (+8%)
Value$1.8M (+$134.0K)
Filed 2026-11-06
XY Planning Network, Inc.
NEW
Shares20,946
Change+20,946
Value$1.8M
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares20,811 from 14,664
Change+6,147 (+42%)
Value$1.8M (+$521.1K)
Filed 2026-11-05
Gould Asset Management LLC
DECREASED
Shares20,630 from 20,670
Change-40 (0%)
Value$1.7M (-$2.4K)
Filed 2026-11-06
Shotwell Rutter Baer Inc
INCREASED
Shares19,888 from 19,640
Change+248 (+1%)
Value$1.7M (+$22.0K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares19,267 from 16,963
Change+2,304 (+14%)
Value$1.6M (+$195.8K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
INCREASED
Shares18,829 from 16,108
Change+2,721 (+17%)
Value$1.6M (+$245.2K)
Filed 2026-11-02
First Pacific Financial
DECREASED
Shares18,710 from 18,821
Change-111 (-1%)
Value$1.6M (-$8.5K)
Filed 2026-10-14
Revolve Wealth Partners, LLC
INCREASED
Shares18,598 from 17,654
Change+944 (+5%)
Value$1.6M (+$80.8K)
Filed 2026-10-23
Figure 8 Investment Strategies LLC
DECREASED
Shares18,280 from 18,840
Change-560 (-3%)
Value$1.5M (-$46.5K)
Filed 2026-11-09
Plancorp, LLC
DECREASED
Shares17,909 from 18,058
Change-149 (-1%)
Value$1.5M (-$6.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares17,439 from 16,251
Change+1,188 (+7%)
Value$1.5M (+$101.4K)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares17,051 from 15,477
Change+1,574 (+10%)
Value$1.4M (+$134.0K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares16,433 from 18,934
Change-2,501 (-13%)
Value$1.4M (-$210.8K)
Filed 2026-11-02
Sharkey, Howes & Javer
INCREASED
Shares14,025 from 13,906
Change+119 (+1%)
Value$1.2M (+$10.8K)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares13,364 from 9,994
Change+3,370 (+34%)
Value$1.1M (+$285.8K)
Filed 2026-10-28
Moors & Cabot, Inc.
INCREASED
Shares13,321 from 13,026
Change+295 (+2%)
Value$1.1M (+$25.6K)
Filed 2026-11-06
Diversified Trust Co
UNCHANGED
Shares12,276 from 12,276
Change0 (0%)
Value$1.0M (+$614)
Filed 2026-11-06
SigFig Wealth Management, LLC
INCREASED
Shares12,077 from 11,868
Change+209 (+2%)
Value$1.0M (+$26.3K)
Filed 2026-10-07
Skyline Advisors, Inc.
INCREASED
Shares12,016 from 8,631
Change+3,385 (+39%)
Value$1.0M (+$287.0K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
DECREASED
Shares11,942 from 13,390
Change-1,448 (-11%)
Value$1.0M (-$121.9K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares11,092 from 7,176
Change+3,916 (+55%)
Value$938.9K (+$331.8K)
Filed 2026-11-02
Magnus Financial Group LLC
UNCHANGED
Shares10,652 from 10,652
Change0 (0%)
Value$901.7K (+$532)
Filed 2026-10-21
Carnegie Investment Counsel
INCREASED
Shares9,721 from 4,867
Change+4,854 (+100%)
Value$822.9K (+$411.1K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares9,155 from 9,155
Change0 (0%)
Value$775.0K (+$458)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares8,491 from 8,135
Change+356 (+4%)
Value$718.8K (+$30.5K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares8,317 from 7,641
Change+676 (+9%)
Value$704.1K (+$56.8K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,164 from 8,136
Change+28 (+0%)
Value$683.4K (-$4.2K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares8,073 from 5,919
Change+2,154 (+36%)
Value$683.4K (+$182.6K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares8,013 from 5,574
Change+2,439 (+44%)
Value$678.3K (+$206.7K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED
Shares7,909 from 7,909
Change0 (0%)
Value$669.5K (+$395)
Filed 2026-10-13
Klaas Financial Asset Advisors, LLC
UNCHANGED
Shares7,758 from 7,758
Change0 (0%)
Value$656.7K (+$388)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares7,180 from 7,715
Change-535 (-7%)
Value$607.8K (-$44.9K)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares7,050 from 7,144
Change-94 (-1%)
Value$596.8K (-$7.6K)
Filed 2026-11-03
Stewardship Advisors, LLC
DECREASED
Shares7,027 from 7,163
Change-136 (-2%)
Value$594.8K (-$11.2K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares6,980 from 6,801
Change+179 (+3%)
Value$590.9K (+$15.5K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares6,899 from 5,168
Change+1,731 (+33%)
Value$584.0K (+$146.8K)
Filed 2026-11-06
Pathway Financial Advisors LLC
UNCHANGED
Shares6,587 from 6,587
Change0 (0%)
Value$557.6K (+$3.3K)
Filed 2026-10-07
Ascent Group, LLC
INCREASED
Shares6,238 from 5,866
Change+372 (+6%)
Value$528.0K (+$31.8K)
Filed 2026-10-30
Diversify Wealth Management, LLC
INCREASED
Shares6,188 from 3,311
Change+2,877 (+87%)
Value$518.6K (+$243.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares6,188 from 3,311
Change+2,877 (+87%)
Value$518.6K (+$243.5K)
Filed 2026-10-20
Central Pacific Bank - Trust Division
INCREASED
Shares6,032 from 5,853
Change+179 (+3%)
Value$510.6K (+$15.4K)
Filed 2026-10-06
Zenith Solutions, Inc.
INCREASED
Shares5,908 from 4,070
Change+1,838 (+45%)
Value$500.1K (+$155.8K)
Filed 2026-10-19
Ariadne Wealth Management, LP
DECREASED
Shares5,717 from 6,172
Change-455 (-7%)
Value$483.9K (-$38.2K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares5,419 from 3,072
Change+2,347 (+76%)
Value$458.7K (+$198.8K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares5,359 from 4,216
Change+1,143 (+27%)
Value$453.6K (+$97.0K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares5,293 from 4,107
Change+1,186 (+29%)
Value$448.1K (+$100.6K)
Filed 2026-10-15
Theory Financial LLC
INCREASED
Shares4,733 from 3,305
Change+1,428 (+43%)
Value$400.6K (+$121.0K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
NEW
Shares4,659
Change+4,659
Value$394.4K
Filed 2026-10-23
Wealthgarden F.S. LLC
INCREASED
Shares4,576 from 3,736
Change+840 (+22%)
Value$387.4K (+$71.3K)
Filed 2026-11-09
One Wealth Capital Management, LLC
INCREASED
Shares4,566 from 4,293
Change+273 (+6%)
Value$386.5K (+$23.3K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares4,449 from 3,904
Change+545 (+14%)
Value$376.6K (+$46.3K)
Filed 2026-10-23
National Wealth Management Group, LLC
DECREASED
Shares4,267 from 4,283
Change-16 (0%)
Value$361.2K (-$1.1K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares4,227 from 4,238
Change-11 (0%)
Value$357.9K (-$720)
Filed 2026-10-08
Navigation Group, LLC
INCREASED
Shares4,226 from 3,977
Change+249 (+6%)
Value$357.8K (+$21.3K)
Filed 2026-10-28
RCS Financial Planning, LLC
INCREASED
Shares4,113 from 3,322
Change+791 (+24%)
Value$348.1K (+$67.1K)
Filed 2026-10-14
Optas, LLC
DECREASED
Shares4,095 from 4,119
Change-24 (-1%)
Value$346.7K (-$1.8K)
Filed 2026-11-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares4,046 from 2,980
Change+1,066 (+36%)
Value$342.5K (+$90.4K)
Filed 2026-10-13
Human Investing LLC
INCREASED
Shares3,920 from 3,606
Change+314 (+9%)
Value$331.9K (+$26.8K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares3,909 from 3,798
Change+111 (+3%)
Value$330.9K (+$9.6K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares3,908 from 2,991
Change+917 (+31%)
Value$330.8K (+$77.8K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares3,626 from 3,876
Change-250 (-6%)
Value$306.9K (-$21.0K)
Filed 2026-10-16
Portfolio Design Labs, LLC
DECREASED
Shares3,544 from 3,766
Change-222 (-6%)
Value$300.0K (-$18.6K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
INCREASED
Shares3,525 from 3,480
Change+45 (+1%)
Value$298.4K (+$4.0K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,516 from 3,377
Change+139 (+4%)
Value$297.7K (+$11.9K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares3,497 from 4,003
Change-506 (-13%)
Value$296.0K (-$42.6K)
Filed 2026-10-16
AGF Management LTD
DECREASED
Shares3,400 from 3,700
Change-300 (-8%)
Value$287.8K (-$25.2K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares3,376 from 4,214
Change-838 (-20%)
Value$285.8K (-$70.7K)
Filed 2026-10-22
Old Second National Bank of Aurora
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$277.7K (+$164)
Filed 2026-10-22
Freedom Investment Management, Inc.
INCREASED
Shares3,195 from 3,132
Change+63 (+2%)
Value$270.5K (+$5.5K)
Filed 2026-11-09
Traveka Wealth, LLC
NEW
Shares3,156
Change+3,156
Value$267.2K
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
NEW
Shares3,052
Change+3,052
Value$258.4K
Filed 2026-10-20
West Wealth Group, LLC
DECREASED
Shares3,026 from 3,223
Change-197 (-6%)
Value$256.2K (-$16.5K)
Filed 2026-10-14
Cypress Wealth Services, LLC
NEW
Shares3,014
Change+3,014
Value$257.5K
Filed 2026-10-21
Maia Wealth LLC
INCREASED
Shares2,983 from 2,767
Change+216 (+8%)
Value$252.5K (+$18.4K)
Filed 2026-10-19
Trilogy Capital Inc.
NEW
Shares2,936
Change+2,936
Value$248.5K
Filed 2026-10-20
WBH Advisory Inc
NEW
Shares2,915
Change+2,915
Value$246.8K
Filed 2026-11-05
RKL Wealth Management LLC
UNCHANGED
Shares2,867 from 2,867
Change0 (0%)
Value$242.7K (+$144)
Filed 2026-10-16
Bank of Montreal
INCREASED
Shares2,857 from 1,932
Change+925 (+48%)
Value$241.8K (+$78.4K)
Filed 2026-11-09
Cornerstone Planning Group LLC
DECREASED
Shares2,843 from 2,873
Change-30 (-1%)
Value$239.8K (-$98)
Filed 2026-10-16
Aufman Associates Inc
DECREASED
Shares2,828 from 2,840
Change-12 (0%)
Value$239.4K (-$874)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares2,814 from 2,392
Change+422 (+18%)
Value$238.2K (+$35.8K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares2,744 from 264
Change+2,480 (+939%)
Value$232.3K (+$210.0K)
Filed 2026-11-03
Absolute Capital Management, LLC
NEW
Shares2,720
Change+2,720
Value$230.3K
Filed 2026-10-16
GGM Financial LLC
INCREASED
Shares2,719 from 1,114
Change+1,605 (+144%)
Value$230.1K (+$135.9K)
Filed 2026-11-05
Aire Advisors, LLC
UNCHANGED
Shares2,697 from 2,697
Change0 (0%)
Value$228.3K (+$135)
Filed 2026-10-22
Endeavor Private Wealth, Inc.
DECREASED
Shares2,687 from 2,729
Change-42 (-2%)
Value$227.4K (-$3.5K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
NEW
Shares2,618
Change+2,618
Value$217.6K
Filed 2026-10-30
Strategic Blueprint, LLC
NEW
Shares2,602
Change+2,602
Value$220.2K
Filed 2026-10-22
Sterling Investment Counsel, LLC
DECREASED
Shares2,546 from 2,552
Change-6 (0%)
Value$215.5K (-$380)
Filed 2026-10-19
Harbour Investments, Inc.
INCREASED
Shares2,534 from 2,015
Change+519 (+26%)
Value$214.5K (+$44.0K)
Filed 2026-11-09
Biltmore Family Office, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$211.6K (+$125)
Filed 2026-11-03
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$210.4K (+$124)
Filed 2026-10-06
Burns J W & Co Inc
NEW
Shares2,450
Change+2,450
Value$207.4K
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,438 from 2,438
Change0 (0%)
Value$206.4K (+$122)
Filed 2026-11-02
Keener Financial Planning LLC
INCREASED
Shares2,432 from 2,430
Change+2 (+0%)
Value$205.9K (+$869)
Filed 2026-11-06
Marks Group Wealth Management, Inc
NEW
Shares2,397
Change+2,397
Value$202.9K
Filed 2026-11-05
MBE Wealth Management, LLC
INCREASED
Shares2,391 from 2,386
Change+5 (+0%)
Value$202.4K (+$564)
Filed 2026-10-26
Gen-Wealth Partners Inc
INCREASED
Shares2,342 from 2,026
Change+316 (+16%)
Value$198.3K (+$26.9K)
Filed 2026-11-04
Milestone Investment Advisors LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$197.2K (+$117)
Filed 2026-11-05
Rossmore Private Capital
UNCHANGED
Shares2,218 from 2,218
Change0 (0%)
Value$187.8K (+$111)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$169.5K (+$100)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares1,925 from 1,785
Change+140 (+8%)
Value$162.9K (+$11.9K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares1,781
Change+1,781
Value$150.7K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares1,626 from 835
Change+791 (+95%)
Value$137.6K (+$67.0K)
Filed 2026-11-05
Aspect Partners, LLC
NEW
Shares1,544
Change+1,544
Value$130.7K
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares1,536
Change+1,536
Value$130.1K
Filed 2026-11-03
Acropolis Investment Management, LLC
DECREASED
Shares1,355 from 1,440
Change-85 (-6%)
Value$114.7K (-$7.1K)
Filed 2026-10-08
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$107.1K (+$63)
Filed 2026-10-13
JFS Wealth Advisors, LLC
INCREASED
Shares1,149 from 883
Change+266 (+30%)
Value$97.3K (+$22.6K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares1,051 from 827
Change+224 (+27%)
Value$89.0K (+$19.0K)
Filed 2026-11-05
Armor Investment Advisors, LLC
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$83.9K (+$49)
Filed 2026-10-27
Cdkv Holdings LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$76.2K (+$45)
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$66.0K ($0)
Filed 2026-10-16
Highland Investment Advisors LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$38.1K (+$22)
Filed 2026-11-09
Evolution Wealth Management Inc.
DECREASED
Shares424 from 589
Change-165 (-28%)
Value$35.9K (-$13.9K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares416 from 331
Change+85 (+26%)
Value$35.2K (+$7.2K)
Filed 2026-11-06
Birchbrook, Inc.
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$35.2K (+$20)
Filed 2026-10-14
Birch Financial Group, LLC
NEW
Shares313
Change+313
Value$26.5K
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares258 from 51
Change+207 (+406%)
Value$21.8K (+$17.5K)
Filed 2026-11-06
IFG Advisory, LLC
INCREASED
Shares233 from 172
Change+61 (+35%)
Value$19.7K (+$5.2K)
Filed 2026-11-09
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$14.8K (+$9)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$14.2K (+$8)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$14.1K (+$8)
Filed 2026-10-01
Buck Wealth Strategies, LLC
INCREASED
Shares146 from 131
Change+15 (+11%)
Value$12.4K (+$1.3K)
Filed 2026-10-28
West Branch Capital LLC
NEW
Shares136
Change+136
Value$11.5K
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares132 from 117
Change+15 (+13%)
Value$11.2K (+$1.3K)
Filed 2026-10-14
Decker Retirement Planning Inc.
DECREASED
Shares120 from 39,438
Change-39,318 (-100%)
Value$10.2K (-$3.3M)
Filed 2026-10-19
Bfsg, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$7.5K (+$5)
Filed 2026-10-30
Sankala Group LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.9K (-$117)
Filed 2026-11-09
IFP Advisors, Inc
DECREASED
Shares65 from 69
Change-4 (-6%)
Value$5.5K (-$335)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.1K (+$3)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$4.9K (+$3)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares45 from 50
Change-5 (-10%)
Value$3.8K (-$421)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
NEW
Shares33
Change+33
Value$2.8K
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares32
Change+32
Value$2.7K
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares20 from 15
Change+5 (+33%)
Value$1.7K (+$424)
Filed 2026-11-03
Mission Wealth Management, LP
CLOSED
Shares0 from 4,715
Change-4,715 (-100%)
Value$0 (-$398.9K)
Filed 2026-10-15
Sage Financial Management Group, Inc.
CLOSED
Shares0 from 3,508
Change-3,508 (-100%)
Value$0 (-$296.8K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$139.8K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-02
Northwest & Ethical Investments L.P.
N/A
Shares— from 3,409,570
Change-3,409,570 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,116,943
Change-1,116,943 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 822,257
Change-822,257 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 774,640
Change-774,640 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 389,776
Change-389,776 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 214,571
Change-214,571 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 211,765
Change-211,765 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 152,267
Change-152,267 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 125,355
Change-125,355 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 113,050
Change-113,050 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 69,211
Change-69,211 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 68,588
Change-68,588 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 62,987
Change-62,987 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 59,385
Change-59,385 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 54,843
Change-54,843 (-100%)
Value—
UBS Group AG
N/A
Shares— from 53,990
Change-53,990 (-100%)
Value—
FMR LLC
N/A
Shares— from 42,393
Change-42,393 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 39,278
Change-39,278 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 38,309
Change-38,309 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,593
Change-37,593 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,677
Change-35,677 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 32,125
Change-32,125 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 30,831
Change-30,831 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 30,151
Change-30,151 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,117
Change-30,117 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 28,054
Change-28,054 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 26,965
Change-26,965 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,093
Change-26,093 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,466
Change-23,466 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,995
Change-22,995 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,622
Change-22,622 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,064
Change-22,064 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 22,045
Change-22,045 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 21,859
Change-21,859 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,201
Change-20,201 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 19,083
Change-19,083 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 18,024
Change-18,024 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,666
Change-17,666 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 16,897
Change-16,897 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 16,435
Change-16,435 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,382
Change-15,382 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,002
Change-15,002 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,206
Change-14,206 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,941
Change-13,941 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 13,428
Change-13,428 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 13,373
Change-13,373 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 13,209
Change-13,209 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,993
Change-12,993 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 11,334
Change-11,334 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,952
Change-10,952 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 9,044
Change-9,044 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,768
Change-8,768 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
&partners
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 881
Change-881 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 478
Change-478 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
EFG International AG
N/A
Shares— from 238
Change-238 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 209
Change-209 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 178
Change-178 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 35
Change-35 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED558,833416,766+142,067+34%$35.3M$47.3M+$12.0M2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED248,418245,699+2,719+1%$20.8M$21.0M+$242.4K2026-10-15
Allworth Financial LP
INCREASED182,166179,916+2,250+1%$15.2M$15.4M+$190.3K2026-11-06
Ethic Inc.
NEW162,595—+162,595——$13.8M—2026-11-03
Park Avenue Securities LLC
INCREASED152,470104,605+47,865+46%$8.9M$12.9M+$4.1M2026-10-26
Values Added Financial LLC
INCREASED122,374107,954+14,420+13%$9.1M$10.4M+$1.2M2026-10-28
Bailard, Inc.
INCREASED108,167108,027+140+0%$9.1M$9.2M+$17.3K2026-10-13
Accredited Investors Inc.
DECREASED100,724101,689-965-1%$8.6M$8.5M-$76.6K2026-11-03
Thrivent Financial for Lutherans
INCREASED85,88675,425+10,461+14%$6.4M$7.2M+$873.0K2026-11-05
Regatta Capital Group, LLC
INCREASED75,23270,362+4,870+7%$6.0M$6.4M+$415.8K2026-10-23
SeedSafe Financial LLC
INCREASED73,18856,700+16,488+29%$4.8M$6.2M+$1.4M2026-11-02
Apella Capital, LLC
DECREASED72,28975,662-3,373-4%$6.3M$6.1M-$237.0K2026-10-08
Invera Wealth Advisors, LLC
INCREASED71,19767,313+3,884+6%$5.7M$6.0M+$332.1K2026-10-28
Sofi Wealth, LLC
INCREASED53,33143,134+10,197+24%$3.6M$4.5M+$865.4K2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED53,23948,437+4,802+10%$4.1M$4.5M+$408.9K2026-11-02
Equita Financial Network, Inc.
INCREASED44,70642,427+2,279+5%$3.6M$3.8M+$195.0K2026-10-19
TD Waterhouse Canada Inc.
UNCHANGED43,71543,71500%$3.7M$3.7M+$20.1K2026-10-16
Atlantic Private Wealth, LLC
UNCHANGED42,91742,91700%$3.6M$3.6M+$2.1K2026-11-09
Assetmark, Inc
INCREASED39,39430,952+8,442+27%$2.6M$3.3M+$716.2K2026-10-21
Albion Financial Group
INCREASED39,17538,662+513+1%$3.3M$3.3M+$45.4K2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED35,52035,593-730%$3.0M$3.0M-$4.4K2026-10-16
Atwater Malick LLC
UNCHANGED34,84334,84300%$2.9M$2.9M+$1.7K2026-10-15
Fiera Capital Corp
UNCHANGED34,31534,31500%$2.9M$2.9M+$1.7K2026-11-06
Archer Investment Management, LLC
INCREASED28,91521,610+7,305+34%$1.8M$2.4M+$619.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED28,76823,291+5,477+24%$2.0M$2.4M+$465.0K2026-11-02
Avise Financial Cooperative, Inc.
DECREASED28,00028,211-211-1%$2.4M$2.4M-$16.4K2026-11-09
Arjuna Capital
UNCHANGED24,26124,26100%$2.1M$2.1M+$1.2K2026-11-03
Merit Financial Group, LLC
INCREASED23,65818,214+5,444+30%$1.5M$2.0M+$461.7K2026-11-06
Commonwealth Equity Services, LLC
INCREASED23,62022,170+1,450+7%$1.9M$2.0M+$123.9K2026-11-02
Vise Technologies, Inc.
INCREASED22,7149,682+13,032+135%$819.1K$1.9M+$1.1M2026-10-29
Warner Financial, Inc
INCREASED21,60320,031+1,572+8%$1.7M$1.8M+$134.0K2026-11-06
XY Planning Network, Inc.
NEW20,946—+20,946——$1.8M—2026-10-14
Bank of New York Mellon Corp
INCREASED20,81114,664+6,147+42%$1.2M$1.8M+$521.1K2026-11-05
Gould Asset Management LLC
DECREASED20,63020,670-400%$1.7M$1.7M-$2.4K2026-11-06
Shotwell Rutter Baer Inc
INCREASED19,88819,640+248+1%$1.7M$1.7M+$22.0K2026-10-14
Perigon Wealth Management, LLC
INCREASED19,26716,963+2,304+14%$1.4M$1.6M+$195.8K2026-10-22
Horst & Graben Wealth Management LLC
INCREASED18,82916,108+2,721+17%$1.3M$1.6M+$245.2K2026-11-02
First Pacific Financial
DECREASED18,71018,821-111-1%$1.6M$1.6M-$8.5K2026-10-14
Revolve Wealth Partners, LLC
INCREASED18,59817,654+944+5%$1.5M$1.6M+$80.8K2026-10-23
Figure 8 Investment Strategies LLC
DECREASED18,28018,840-560-3%$1.6M$1.5M-$46.5K2026-11-09
Plancorp, LLC
DECREASED17,90918,058-149-1%$1.5M$1.5M-$6.8K2026-11-03
Farther Finance Advisors, LLC
INCREASED17,43916,251+1,188+7%$1.4M$1.5M+$101.4K2026-10-08
Lido Advisors, LLC
INCREASED17,05115,477+1,574+10%$1.3M$1.4M+$134.0K2026-11-04
Creative Planning
DECREASED16,43318,934-2,501-13%$1.6M$1.4M-$210.8K2026-11-02
Sharkey, Howes & Javer
INCREASED14,02513,906+119+1%$1.2M$1.2M+$10.8K2026-10-22
MGO One Seven LLC
INCREASED13,3649,994+3,370+34%$845.5K$1.1M+$285.8K2026-10-28
Moors & Cabot, Inc.
INCREASED13,32113,026+295+2%$1.1M$1.1M+$25.6K2026-11-06
Diversified Trust Co
UNCHANGED12,27612,27600%$1.0M$1.0M+$6142026-11-06
SigFig Wealth Management, LLC
INCREASED12,07711,868+209+2%$996.1K$1.0M+$26.3K2026-10-07
Skyline Advisors, Inc.
INCREASED12,0168,631+3,385+39%$730.2K$1.0M+$287.0K2026-11-03
Summit Wealth Group LLC / Co
DECREASED11,94213,390-1,448-11%$1.1M$1.0M-$121.9K2026-10-29
Kestra Advisory Services, LLC
INCREASED11,0927,176+3,916+55%$607.1K$938.9K+$331.8K2026-11-02
Magnus Financial Group LLC
UNCHANGED10,65210,65200%$901.2K$901.7K+$5322026-10-21
Carnegie Investment Counsel
INCREASED9,7214,867+4,854+100%$411.7K$822.9K+$411.1K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED9,1559,15500%$774.5K$775.0K+$4582026-10-27
Clearstead Advisors, LLC
INCREASED8,4918,135+356+4%$688.2K$718.8K+$30.5K2026-11-06
Savant Capital, LLC
INCREASED8,3177,641+676+9%$647.2K$704.1K+$56.8K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED8,1648,136+28+0%$687.6K$683.4K-$4.2K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED8,0735,919+2,154+36%$500.8K$683.4K+$182.6K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED8,0135,574+2,439+44%$471.6K$678.3K+$206.7K2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED7,9097,90900%$669.1K$669.5K+$3952026-10-13
Klaas Financial Asset Advisors, LLC
UNCHANGED7,7587,75800%$656.3K$656.7K+$3882026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED7,1807,715-535-7%$652.7K$607.8K-$44.9K2026-10-29
RFG Advisory, LLC
DECREASED7,0507,144-94-1%$604.4K$596.8K-$7.6K2026-11-03
Stewardship Advisors, LLC
DECREASED7,0277,163-136-2%$606.0K$594.8K-$11.2K2026-10-20
Golden State Wealth Management, LLC
INCREASED6,9806,801+179+3%$575.4K$590.9K+$15.5K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED6,8995,168+1,731+33%$437.2K$584.0K+$146.8K2026-11-06
Pathway Financial Advisors LLC
UNCHANGED6,5876,58700%$554.3K$557.6K+$3.3K2026-10-07
Ascent Group, LLC
INCREASED6,2385,866+372+6%$496.3K$528.0K+$31.8K2026-10-30
Diversify Wealth Management, LLC
INCREASED6,1883,311+2,877+87%$275.1K$518.6K+$243.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED6,1883,311+2,877+87%$275.1K$518.6K+$243.5K2026-10-20
Central Pacific Bank - Trust Division
INCREASED6,0325,853+179+3%$495.2K$510.6K+$15.4K2026-10-06
Zenith Solutions, Inc.
INCREASED5,9084,070+1,838+45%$344.3K$500.1K+$155.8K2026-10-19
Ariadne Wealth Management, LP
DECREASED5,7176,172-455-7%$522.1K$483.9K-$38.2K2026-11-06
Atria Investments, Inc
INCREASED5,4193,072+2,347+76%$259.9K$458.7K+$198.8K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED5,3594,216+1,143+27%$356.7K$453.6K+$97.0K2026-11-04
Hoxton Planning & Management, LLC
INCREASED5,2934,107+1,186+29%$347.5K$448.1K+$100.6K2026-10-15
Theory Financial LLC
INCREASED4,7333,305+1,428+43%$279.6K$400.6K+$121.0K2026-11-09
Kingswood Wealth Advisors, LLC
NEW4,659—+4,659——$394.4K—2026-10-23
Wealthgarden F.S. LLC
INCREASED4,5763,736+840+22%$316.1K$387.4K+$71.3K2026-11-09
One Wealth Capital Management, LLC
INCREASED4,5664,293+273+6%$363.2K$386.5K+$23.3K2026-10-23
Citizens Financial Group Inc
INCREASED4,4493,904+545+14%$330.3K$376.6K+$46.3K2026-10-23
National Wealth Management Group, LLC
DECREASED4,2674,283-160%$362.3K$361.2K-$1.1K2026-10-26
CoreCap Advisors, LLC
DECREASED4,2274,238-110%$358.6K$357.9K-$7202026-10-08
Navigation Group, LLC
INCREASED4,2263,977+249+6%$336.5K$357.8K+$21.3K2026-10-28
RCS Financial Planning, LLC
INCREASED4,1133,322+791+24%$281.0K$348.1K+$67.1K2026-10-14
Optas, LLC
DECREASED4,0954,119-24-1%$348.5K$346.7K-$1.8K2026-11-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED4,0462,980+1,066+36%$252.1K$342.5K+$90.4K2026-10-13
Human Investing LLC
INCREASED3,9203,606+314+9%$305.1K$331.9K+$26.8K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED3,9093,798+111+3%$321.3K$330.9K+$9.6K2026-10-26
Valmark Advisers, Inc.
INCREASED3,9082,991+917+31%$253.0K$330.8K+$77.8K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED3,6263,876-250-6%$327.9K$306.9K-$21.0K2026-10-16
Portfolio Design Labs, LLC
DECREASED3,5443,766-222-6%$318.6K$300.0K-$18.6K2026-11-04
Lifelong Wealth Advisors, Inc.
INCREASED3,5253,480+45+1%$294.4K$298.4K+$4.0K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED3,5163,377+139+4%$285.7K$297.7K+$11.9K2026-11-03
KWB Wealth
DECREASED3,4974,003-506-13%$338.6K$296.0K-$42.6K2026-10-16
AGF Management LTD
DECREASED3,4003,700-300-8%$313.0K$287.8K-$25.2K2026-11-03
Brookstone Capital Management
DECREASED3,3764,214-838-20%$356.5K$285.8K-$70.7K2026-10-22
Old Second National Bank of Aurora
UNCHANGED3,2803,28000%$277.5K$277.7K+$1642026-10-22
Freedom Investment Management, Inc.
INCREASED3,1953,132+63+2%$265.0K$270.5K+$5.5K2026-11-09
Traveka Wealth, LLC
NEW3,156—+3,156——$267.2K—2026-10-19
Oregon Pacific Wealth Management, LLC
NEW3,052—+3,052——$258.4K—2026-10-20
West Wealth Group, LLC
DECREASED3,0263,223-197-6%$272.7K$256.2K-$16.5K2026-10-14
Cypress Wealth Services, LLC
NEW3,014—+3,014——$257.5K—2026-10-21
Maia Wealth LLC
INCREASED2,9832,767+216+8%$234.1K$252.5K+$18.4K2026-10-19
Trilogy Capital Inc.
NEW2,936—+2,936——$248.5K—2026-10-20
WBH Advisory Inc
NEW2,915—+2,915——$246.8K—2026-11-05
RKL Wealth Management LLC
UNCHANGED2,8672,86700%$242.5K$242.7K+$1442026-10-16
Bank of Montreal
INCREASED2,8571,932+925+48%$163.4K$241.8K+$78.4K2026-11-09
Cornerstone Planning Group LLC
DECREASED2,8432,873-30-1%$239.9K$239.8K-$982026-10-16
Aufman Associates Inc
DECREASED2,8282,840-120%$240.3K$239.4K-$8742026-11-04
Focus Financial Network, Inc.
INCREASED2,8142,392+422+18%$202.4K$238.2K+$35.8K2026-10-14
Parallel Advisors, LLC
INCREASED2,744264+2,480+939%$22.3K$232.3K+$210.0K2026-11-03
Absolute Capital Management, LLC
NEW2,720—+2,720——$230.3K—2026-10-16
GGM Financial LLC
INCREASED2,7191,114+1,605+144%$94.2K$230.1K+$135.9K2026-11-05
Aire Advisors, LLC
UNCHANGED2,6972,69700%$228.2K$228.3K+$1352026-10-22
Endeavor Private Wealth, Inc.
DECREASED2,6872,729-42-2%$230.9K$227.4K-$3.5K2026-11-05
Capital Asset Advisory Services LLC
NEW2,618—+2,618——$217.6K—2026-10-30
Strategic Blueprint, LLC
NEW2,602—+2,602——$220.2K—2026-10-22
Sterling Investment Counsel, LLC
DECREASED2,5462,552-60%$215.9K$215.5K-$3802026-10-19
Harbour Investments, Inc.
INCREASED2,5342,015+519+26%$170.5K$214.5K+$44.0K2026-11-09
Biltmore Family Office, LLC
UNCHANGED2,5002,50000%$211.5K$211.6K+$1252026-11-03
Colton Groome Financial Advisors, LLC
UNCHANGED2,4852,48500%$210.2K$210.4K+$1242026-10-06
Burns J W & Co Inc
NEW2,450—+2,450——$207.4K—2026-10-20
Pekin Hardy Strauss, Inc.
UNCHANGED2,4382,43800%$206.3K$206.4K+$1222026-11-02
Keener Financial Planning LLC
INCREASED2,4322,430+2+0%$205.0K$205.9K+$8692026-11-06
Marks Group Wealth Management, Inc
NEW2,397—+2,397——$202.9K—2026-11-05
MBE Wealth Management, LLC
INCREASED2,3912,386+5+0%$201.9K$202.4K+$5642026-10-26
Gen-Wealth Partners Inc
INCREASED2,3422,026+316+16%$171.4K$198.3K+$26.9K2026-11-04
Milestone Investment Advisors LLC
UNCHANGED2,3302,33000%$197.1K$197.2K+$1172026-11-05
Rossmore Private Capital
UNCHANGED2,2182,21800%$187.6K$187.8K+$1112026-10-27
US Bancorp \de\
UNCHANGED2,0022,00200%$169.4K$169.5K+$1002026-11-05
Physician Wealth Advisors, Inc.
INCREASED1,9251,785+140+8%$151.0K$162.9K+$11.9K2026-10-20
Balance Wealth Partners LLC
NEW1,781—+1,781——$150.7K—2026-10-27
Rossby Financial, LCC
INCREASED1,626835+791+95%$70.6K$137.6K+$67.0K2026-11-05
Aspect Partners, LLC
NEW1,544—+1,544——$130.7K—2026-10-20
Ascentis Independent Advisors
NEW1,536—+1,536——$130.1K—2026-11-03
Acropolis Investment Management, LLC
DECREASED1,3551,440-85-6%$121.8K$114.7K-$7.1K2026-10-08
Mogy Joel R Investment Counsel Inc
UNCHANGED1,2651,26500%$107.0K$107.1K+$632026-10-13
JFS Wealth Advisors, LLC
INCREASED1,149883+266+30%$74.7K$97.3K+$22.6K2026-11-03
Fifth Third Bancorp
INCREASED1,051827+224+27%$70.0K$89.0K+$19.0K2026-11-05
Armor Investment Advisors, LLC
UNCHANGED99199100%$83.8K$83.9K+$492026-10-27
Cdkv Holdings LLC
UNCHANGED90090000%$76.1K$76.2K+$452026-10-28
Hanson & Doremus Investment Management
UNCHANGED78278200%$66.0K$66.0K$02026-10-16
Highland Investment Advisors LLC
UNCHANGED45045000%$38.0K$38.1K+$222026-11-09
Evolution Wealth Management Inc.
DECREASED424589-165-28%$49.8K$35.9K-$13.9K2026-10-28
PNC Financial Services Group, Inc.
INCREASED416331+85+26%$28.0K$35.2K+$7.2K2026-11-06
Birchbrook, Inc.
UNCHANGED41641600%$35.2K$35.2K+$202026-10-14
Birch Financial Group, LLC
NEW313—+313——$26.5K—2026-10-27
Russell Investments Group, Ltd.
INCREASED25851+207+406%$4.3K$21.8K+$17.5K2026-11-06
IFG Advisory, LLC
INCREASED233172+61+35%$14.6K$19.7K+$5.2K2026-11-09
Halbert Hargrove Global Advisors, LLC
UNCHANGED17517500%$14.8K$14.8K+$92026-10-16
First Bancorp, Inc
UNCHANGED16816800%$14.2K$14.2K+$82026-10-26
Noble Wealth Management PBC
UNCHANGED16616600%$14.0K$14.1K+$82026-10-01
Buck Wealth Strategies, LLC
INCREASED146131+15+11%$11.0K$12.4K+$1.3K2026-10-28
West Branch Capital LLC
NEW136—+136——$11.5K—2026-10-20
Mather Group, Llc.
INCREASED132117+15+13%$9.9K$11.2K+$1.3K2026-10-14
Decker Retirement Planning Inc.
DECREASED12039,438-39,318-100%$3.3M$10.2K-$3.3M2026-10-19
Bfsg, LLC
UNCHANGED888800%$7.4K$7.5K+$52026-10-30
Sankala Group LLC
UNCHANGED707000%$6.0K$5.9K-$1172026-11-09
IFP Advisors, Inc
DECREASED6569-4-6%$5.8K$5.5K-$3352026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED606000%$5.1K$5.1K+$32026-10-23
Wolff Wiese Magana LLC
UNCHANGED585800%$4.9K$4.9K+$32026-10-15
Creative Financial Designs Inc
DECREASED4550-5-10%$4.2K$3.8K-$4212026-11-04
Portfolio Resources Advisor Group, Inc.
NEW33—+33——$2.8K—2026-10-20
Latitude Advisors, LLC
NEW32—+32——$2.7K—2026-10-27
Key Capital Management, Inc
INCREASED2015+5+33%$1.3K$1.7K+$4242026-11-03
Mission Wealth Management, LP
CLOSED04,715-4,715-100%$398.9K$0-$398.9K2026-10-15
Sage Financial Management Group, Inc.
CLOSED03,508-3,508-100%$296.8K$0-$296.8K2026-11-06
NBT Bank, N.A.
CLOSED01,652-1,652-100%$139.8K$0-$139.8K2026-10-21
Commonwealth Retirement Investments LLC
CLOSED0168-168-100%$14.2K$0-$14.2K2026-10-26
International Assets Investment Management, LLC
CLOSED016-16-100%$1.3K$0-$1.3K2026-11-02
Northwest & Ethical Investments L.P.
N/A—3,409,570-3,409,570-100%$288.4M———
Envestnet Asset Management Inc
N/A—1,116,943-1,116,943-100%$94.5M———
IMA Advisory Services, Inc.
N/A—822,257-822,257-100%$69.5M———
BlackRock, Inc.
N/A—774,640-774,640-100%$65.5M———
SEI Investments Co
N/A—389,776-389,776-100%$33.0M———
Envestnet Portfolio Solutions, Inc.
N/A—214,571-214,571-100%$18.2M———
JPMorgan Chase & Co
N/A—211,765-211,765-100%$17.8M———
RWA Wealth Partners, LLC
N/A—152,267-152,267-100%$12.9M———
Susquehanna International Group, LLP
N/A—125,355-125,355-100%$10.6M———
Cetera Investment Advisers
N/A—113,050-113,050-100%$9.6M———
MML Investors Services, LLC
N/A—69,211-69,211-100%$5.9M———
HighTower Advisors, LLC
N/A—68,588-68,588-100%$5.8M———
Balanced Rock Investment Advisors LLC
N/A—62,987-62,987-100%$5.3M———
Royal Bank of Canada
N/A—59,385-59,385-100%$5.0M———
Modern Wealth Management, LLC
N/A—54,843-54,843-100%$4.6M———
UBS Group AG
N/A—53,990-53,990-100%$4.6M———
FMR LLC
N/A—42,393-42,393-100%$3.6M———
Janney Montgomery Scott LLC
N/A—39,278-39,278-100%$3.3M———
Flow Traders U.S. LLC
N/A—38,309-38,309-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—37,593-37,593-100%$3.2M———
Osaic Holdings, Inc.
N/A—35,677-35,677-100%$3.0M———
Westfuller Advisors, LLC
N/A—32,125-32,125-100%$2.7M———
NorthRock Partners, LLC
N/A—30,831-30,831-100%$2.6M———
One Wealth Advisors, LLC
N/A—30,151-30,151-100%$2.6M———
Jane Street Group, LLC
N/A—30,117-30,117-100%$2.5M———
Pathstone Holdings, LLC
N/A—28,054-28,054-100%$2.4M———
Wells Fargo & Company
N/A—26,965-26,965-100%$2.3M———
Integrated Wealth Concepts LLC
N/A—26,093-26,093-100%$2.2M———
OneDigital Investment Advisors LLC
N/A—23,466-23,466-100%$2.0M———
Northwestern Mutual Wealth Management Co
N/A—22,995-22,995-100%$1.9M———
Bank of America Corp
N/A—22,622-22,622-100%$1.9M———
GeoWealth Management, LLC
N/A—22,064-22,064-100%$1.9M———
Brown Advisory Inc
N/A—22,045-22,045-100%$1.9M———
EP Wealth Advisors, LLC
N/A—21,859-21,859-100%$1.8M———
Sanctuary Advisors, LLC
N/A—20,201-20,201-100%$1.7M———
Twin Focus Capital Partners, LLC
N/A—19,083-19,083-100%$1.6M———
Fairlight Advisors
N/A—18,024-18,024-100%$1.5M———
Goldman Sachs Group Inc
N/A—17,666-17,666-100%$1.5M———
Cornerstone Financial Management LLC
N/A—16,897-16,897-100%$1.4M———
Urban Financial Advisory Corp
N/A—16,435-16,435-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—15,382-15,382-100%$1.3M———
Equitable Holdings, Inc.
N/A—15,002-15,002-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—14,332-14,332-100%$1.2M———
NewEdge Advisors, LLC
N/A—14,206-14,206-100%$1.2M———
Franklin Resources Inc
N/A—13,941-13,941-100%$1.2M———
Verity Wealth Advisors
N/A—13,428-13,428-100%$1.1M———
Ally Invest Advisors Inc.
N/A—13,373-13,373-100%$1.1M———
Lazard Asset Management LLC
N/A—13,209-13,209-100%$1.1M———
Raymond James Financial Inc
N/A—12,993-12,993-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—12,946-12,946-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—12,650-12,650-100%$1.1M———
Davis Wealth Advisors, LLC
N/A—11,334-11,334-100%$958.9K———
Private Advisor Group, LLC
N/A—10,952-10,952-100%$926.5K———
Morgan Stanley
N/A—9,516-9,516-100%$805.1K———
MAI Capital Management
N/A—9,513-9,513-100%$804.8K———
JMG Financial Group, Ltd.
N/A—9,044-9,044-100%$765.1K———
Cerity Partners LLC
N/A—8,768-8,768-100%$741.8K———
MA Private Wealth
N/A—7,651-7,651-100%$647.3K———
World Investment Advisors
N/A—6,390-6,390-100%$484.9K———
Aptus Capital Advisors, LLC
N/A—6,077-6,077-100%$514.1K———
Haverford Trust Co
N/A—6,054-6,054-100%$512.2K———
Wealth Alliance, LLC
N/A—5,785-5,785-100%$489.4K———
Regal Investment Advisors LLC
N/A—5,469-5,469-100%$462.7K———
Betterment LLC
N/A—4,973-4,973-100%$421.0K———
Savvy Advisors, Inc.
N/A—4,610-4,610-100%$390.0K———
Main Street Financial Solutions, LLC
N/A—4,464-4,464-100%$377.7K———
Keystone Financial Services
N/A—4,255-4,255-100%$360.0K———
Composition Wealth, LLC
N/A—4,078-4,078-100%$345.0K———
&partners
N/A—3,912-3,912-100%$330.9K———
LifePlan Investment Advisors, Inc.
N/A—3,667-3,667-100%$310.2K———
O'shaughnessy Asset Management, LLC
N/A—3,635-3,635-100%$307.5K———
Pine Harbor Wealth Management, LLC
N/A—3,460-3,460-100%$292.7K———
SOA Wealth Advisors, Llc.
N/A—3,434-3,434-100%$290.5K———
Gateway Wealth Partners, LLC
N/A—3,335-3,335-100%$282.1K———
PFG Investments, LLC
N/A—3,247-3,247-100%$274.7K———
Arax Advisory Partners
N/A—3,193-3,193-100%$270.1K———
Mariner, LLC
N/A—3,016-3,016-100%$255.2K———
Quantinno Capital Management LP
N/A—2,973-2,973-100%$251.5K———
Hills Bank & Trust Co
N/A—2,859-2,859-100%$241.9K———
Alesco Advisors, LLC, An ESL Co
N/A—2,859-2,859-100%$241.9K———
Capital Analysts, LLC
N/A—2,663-2,663-100%$225.0K———
Jones Financial Companies Lllp
N/A—2,655-2,655-100%$220.6K———
Snowden Capital Advisors LLC
N/A—2,632-2,632-100%$222.7K———
M&T Bank Corp
N/A—2,600-2,600-100%$220.0K———
CreativeOne Wealth, LLC
N/A—2,599-2,599-100%$219.9K———
Godfrey Financial Associates, Inc.
N/A—2,573-2,573-100%$217.6K———
AE Wealth Management LLC
N/A—2,321-2,321-100%$196.3K———
Prudential PLC
N/A—1,383-1,383-100%$117.0K———
Raelipskie Partnership
N/A—1,354-1,354-100%$114.5K———
Rockefeller Capital Management L.P.
N/A—1,161-1,161-100%$98.3K———
Transamerica Financial Advisors, LLC
N/A—1,158-1,158-100%$98.0K———
Fiduciary Financial Advisors
N/A—881-881-100%$74.4K———
Founders Financial Alliance, LLC
N/A—676-676-100%$57.2K———
UBS Asset Management Americas LLC
N/A—664-664-100%$56.2K———
Medallion Wealth Advisors, LLC
N/A—565-565-100%$33.5K———
Continuum Advisory, LLC
N/A—493-493-100%$41.7K———
SHP Wealth Management
N/A—478-478-100%$40.4K———
Atomic Invest LLC
N/A—356-356-100%$29.9K———
Oakmont Advisory Group, LLC
N/A—289-289-100%$24.4K———
Dunhill Financial, LLC
N/A—284-284-100%$24.0K———
EFG International AG
N/A—238-238-100%$20.1K———
National Bank of Canada
N/A—209-209-100%$17.6K———
CVA Family Office, LLC
N/A—197-197-100%$16.7K———
Vanguard Advisers Inc
N/A—178-178-100%$15.1K———
Global Retirement Partners, LLC
N/A—159-159-100%$13.5K———
Timbuktu Capital Management, LLC
N/A—131-131-100%$11.1K———
1 North Wealth Services LLC
N/A—130-130-100%$11.0K———
WealthShield Partners, LLC
N/A—119-119-100%$10.1K———
Kilter Group LLC
N/A—112-112-100%$9.5K———
Federation des caisses Desjardins du Quebec
N/A—35-35-100%$3.0K———
Anchor Bay Capital, Inc.
N/A—15-15-100%$1.3K———
Smartleaf Asset Management LLC
N/A—5-5-100%$420———
Strategic Wealth Partners, Ltd.
N/A—00—$29———
Showing 285 of 285 institutions