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Ishares ESG Advance Msci USA (USXF)

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
Shares1,014,982 from 999,571
Change+15,411 (+2%)
Value$69.1M (-$340.5K)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares342,863 from 337,552
Change+5,311 (+2%)
Value$23.3M (-$107.7K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares292,676 from 289,925
Change+2,751 (+1%)
Value$20.3M (+$191.0K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares279,330 from 306,440
Change-27,110 (-9%)
Value$19.0M (-$2.3M)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares216,100 from 227,544
Change-11,444 (-5%)
Value$15.0M (-$179.4K)
Filed 2026-10-08
Regatta Capital Group, LLC
INCREASED
Shares134,745 from 127,807
Change+6,938 (+5%)
Value$9.2M (+$294.5K)
Filed 2026-10-23
Sofi Wealth, LLC
INCREASED
Shares99,932 from 87,855
Change+12,077 (+14%)
Value$6.8M (+$699.9K)
Filed 2026-10-27
Highland Financial Advisors, LLC
INCREASED
Shares90,553 from 77,452
Change+13,101 (+17%)
Value$6.2M (+$784.0K)
Filed 2026-10-19
Tompkins Financial Corp
INCREASED
Shares89,203 from 88,052
Change+1,151 (+1%)
Value$6.1M (-$44.1K)
Filed 2026-10-05
Thrivent Financial for Lutherans
DECREASED
Shares80,103 from 90,026
Change-9,923 (-11%)
Value$5.5M (-$735.0K)
Filed 2026-11-05
Zenith Solutions, Inc.
DECREASED
Shares80,021 from 81,647
Change-1,626 (-2%)
Value$5.4M (-$224.2K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares77,300 from 77,300
Change0 (0%)
Value$5.3M (-$107.4K)
Filed 2026-11-03
Accredited Investors Inc.
INCREASED
Shares71,981 from 71,097
Change+884 (+1%)
Value$4.9M (-$38.7K)
Filed 2026-11-03
Atwater Malick LLC
UNCHANGED
Shares68,225 from 68,225
Change0 (0%)
Value$4.6M (-$94.8K)
Filed 2026-10-15
Avise Financial Cooperative, Inc.
DECREASED
Shares65,821 from 66,279
Change-458 (-1%)
Value$4.5M (-$123.3K)
Filed 2026-11-09
Assetmark, Inc
DECREASED
Shares65,511 from 80,732
Change-15,221 (-19%)
Value$4.5M (-$1.1M)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED
Shares62,790 from 69,001
Change-6,211 (-9%)
Value$4.3M (-$518.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares62,404 from 62,998
Change-594 (-1%)
Value$4.2M (-$128.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares60,259 from 59,297
Change+962 (+2%)
Value$4.1M (-$17.0K)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares57,444 from 61,136
Change-3,692 (-6%)
Value$3.9M (-$336.3K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares48,846 from 38,334
Change+10,512 (+27%)
Value$3.3M (+$662.2K)
Filed 2026-11-02
Invera Wealth Advisors, LLC
INCREASED
Shares48,405 from 48,246
Change+159 (+0%)
Value$3.3M (-$56.2K)
Filed 2026-10-28
CGC Financial Services, LLC
INCREASED
Shares47,168 from 45,053
Change+2,115 (+5%)
Value$3.2M (+$81.3K)
Filed 2026-10-13
Archer Investment Management, LLC
DECREASED
Shares47,103 from 57,487
Change-10,384 (-18%)
Value$3.2M (-$786.6K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares45,038 from 27,933
Change+17,105 (+61%)
Value$3.1M (+$1.1M)
Filed 2026-10-29
Equita Financial Network, Inc.
INCREASED
Shares40,979 from 40,479
Change+500 (+1%)
Value$2.8M (-$22.2K)
Filed 2026-10-19
Bank of New York Mellon Corp
INCREASED
Shares39,248 from 37,591
Change+1,657 (+4%)
Value$2.7M (+$60.5K)
Filed 2026-11-05
Sharkey, Howes & Javer
INCREASED
Shares36,440 from 35,645
Change+795 (+2%)
Value$2.5M (+$4.5K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares35,930 from 38,347
Change-2,417 (-6%)
Value$2.4M (-$217.8K)
Filed 2026-10-22
Merit Financial Group, LLC
DECREASED
Shares34,982 from 38,474
Change-3,492 (-9%)
Value$2.4M (-$291.1K)
Filed 2026-11-06
Amara Financial, Llc.
DECREASED
Shares34,490 from 36,954
Change-2,464 (-7%)
Value$2.3M (-$219.1K)
Filed 2026-11-09
Skyline Advisors, Inc.
DECREASED
Shares34,323 from 36,174
Change-1,851 (-5%)
Value$2.3M (-$176.2K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares34,280 from 41,174
Change-6,894 (-17%)
Value$2.3M (-$482.0K)
Filed 2026-11-02
Values Added Financial LLC
DECREASED
Shares33,951 from 37,216
Change-3,265 (-9%)
Value$2.3M (-$274.0K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares32,466 from 25,210
Change+7,256 (+29%)
Value$2.2M (+$458.8K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares28,405 from 28,405
Change0 (0%)
Value$1.9M (+$5.4K)
Filed 2026-10-16
SigFig Wealth Management, LLC
DECREASED
Shares27,978 from 28,043
Change-65 (0%)
Value$1.9M (-$16.1K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares26,339 from 28,108
Change-1,769 (-6%)
Value$1.8M (-$118.2K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares26,292 from 26,841
Change-549 (-2%)
Value$1.8M (-$74.7K)
Filed 2026-11-02
Optas, LLC
DECREASED
Shares26,243 from 26,375
Change-132 (0%)
Value$1.8M (-$45.6K)
Filed 2026-11-09
Summit Wealth Group LLC / Co
DECREASED
Shares25,953 from 30,281
Change-4,328 (-14%)
Value$1.8M (-$336.7K)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares25,412 from 24,294
Change+1,118 (+5%)
Value$1.7M (+$42.3K)
Filed 2026-11-06
Magnus Financial Group LLC
INCREASED
Shares24,721 from 24,666
Change+55 (+0%)
Value$1.7M (-$30.6K)
Filed 2026-10-21
Diversified Trust Co
INCREASED
Shares22,779 from 22,714
Change+65 (+0%)
Value$1.6M (-$27.1K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares22,193 from 23,779
Change-1,586 (-7%)
Value$1.5M (-$141.0K)
Filed 2026-10-08
National Wealth Management Group, LLC
DECREASED
Shares21,007 from 21,186
Change-179 (-1%)
Value$1.4M (-$41.6K)
Filed 2026-10-26
Capital Investment Advisors, LLC
DECREASED
Shares20,724 from 20,975
Change-251 (-1%)
Value$1.4M (-$46.3K)
Filed 2026-10-22
RKL Wealth Management LLC
INCREASED
Shares19,798 from 19,754
Change+44 (+0%)
Value$1.3M (-$24.5K)
Filed 2026-10-16
Shotwell Rutter Baer Inc
DECREASED
Shares19,705 from 19,943
Change-238 (-1%)
Value$1.3M (-$43.9K)
Filed 2026-10-14
Aufman Associates Inc
INCREASED
Shares18,252 from 18,217
Change+35 (+0%)
Value$1.2M (-$23.0K)
Filed 2026-11-04
Gould Asset Management LLC
DECREASED
Shares18,235 from 42,360
Change-24,125 (-57%)
Value$1.2M (-$1.7M)
Filed 2026-11-06
Carnegie Investment Counsel
INCREASED
Shares17,055 from 3,529
Change+13,526 (+383%)
Value$1.2M (+$915.7K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares16,411 from 18,150
Change-1,739 (-10%)
Value$1.1M (-$143.6K)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares16,301 from 12,837
Change+3,464 (+27%)
Value$1.1M (+$239.9K)
Filed 2026-11-02
Stewardship Advisors, LLC
DECREASED
Shares15,329 from 15,666
Change-337 (-2%)
Value$1.0M (-$44.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares15,133 from 11,569
Change+3,564 (+31%)
Value$1.0M (+$250.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares15,133 from 11,569
Change+3,564 (+31%)
Value$1.0M (+$250.0K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares15,060 from 15,777
Change-717 (-5%)
Value$1.0M (-$70.7K)
Filed 2026-11-06
Central Pacific Bank - Trust Division
DECREASED
Shares14,211 from 14,903
Change-692 (-5%)
Value$967.2K (-$67.8K)
Filed 2026-10-06
RFG Advisory, LLC
DECREASED
Shares14,169 from 14,905
Change-736 (-5%)
Value$964.4K (-$70.8K)
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares13,660 from 10,628
Change+3,032 (+29%)
Value$929.7K (+$191.6K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares13,652 from 15,977
Change-2,325 (-15%)
Value$929.1K (-$180.5K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares12,865 from 16,049
Change-3,184 (-20%)
Value$875.6K (-$239.0K)
Filed 2026-10-16
Coldstream Capital Management Inc
UNCHANGED
Shares11,910 from 11,910
Change0 (0%)
Value$810.6K (-$16.6K)
Filed 2026-11-09
Asempa Wealth Advisors
UNCHANGED
Shares11,548 from 11,548
Change0 (0%)
Value$791.7K (-$10.3K)
Filed 2026-10-07
OpenArc Corporate Advisory, LLC
DECREASED
Shares11,426 from 12,249
Change-823 (-7%)
Value$777.7K (-$73.0K)
Filed 2026-10-21
eCIO, Inc.
INCREASED
Shares11,201 from 10,104
Change+1,097 (+11%)
Value$779.8K (+$78.0K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares10,865 from 7,568
Change+3,297 (+44%)
Value$739.5K (+$213.9K)
Filed 2026-10-15
Navigation Group, LLC
DECREASED
Shares10,274 from 10,358
Change-84 (-1%)
Value$699.2K (-$20.1K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares9,921 from 10,496
Change-575 (-5%)
Value$675.2K (-$53.7K)
Filed 2026-10-08
Penobscot Wealth Management
INCREASED
Shares9,702 from 8,355
Change+1,347 (+16%)
Value$660.3K (+$80.1K)
Filed 2026-10-21
Valmark Advisers, Inc.
UNCHANGED
Shares9,108 from 9,108
Change0 (0%)
Value$619.9K (-$12.7K)
Filed 2026-11-06
Lifelong Wealth Advisors, Inc.
DECREASED
Shares8,975 from 9,004
Change-29 (0%)
Value$610.8K (-$14.5K)
Filed 2026-10-19
West Wealth Group, LLC
INCREASED
Shares8,677 from 8,606
Change+71 (+1%)
Value$590.6K (-$7.1K)
Filed 2026-10-14
RCS Financial Planning, LLC
INCREASED
Shares8,622 from 8,063
Change+559 (+7%)
Value$586.8K (+$26.9K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares8,511 from 9,190
Change-679 (-7%)
Value$579.3K (-$59.0K)
Filed 2026-11-04
Wealthgarden F.S. LLC
DECREASED
Shares8,154 from 8,916
Change-762 (-9%)
Value$554.9K (-$64.3K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares7,800 from 7,865
Change-65 (-1%)
Value$530.8K (-$15.4K)
Filed 2026-11-09
Hoxton Planning & Management, LLC
DECREASED
Shares7,743 from 8,194
Change-451 (-5%)
Value$527.0K (-$42.1K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,729 from 7,546
Change+183 (+2%)
Value$526.1K (+$2.0K)
Filed 2026-11-03
Crew Capital Management, Ltd
UNCHANGED
Shares7,636 from 7,636
Change0 (0%)
Value$519.7K (-$10.6K)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares7,612 from 9,906
Change-2,294 (-23%)
Value$518.1K (-$169.9K)
Filed 2026-10-22
Cora Capital Advisors LLC
INCREASED
Shares7,383 from 7,083
Change+300 (+4%)
Value$502.5K (+$10.6K)
Filed 2026-11-02
Endeavor Private Wealth, Inc.
DECREASED
Shares7,172 from 7,233
Change-61 (-1%)
Value$488.1K (-$14.2K)
Filed 2026-11-05
Cornerstone Planning Group LLC
DECREASED
Shares7,063 from 7,249
Change-186 (-3%)
Value$487.8K (+$303)
Filed 2026-10-16
Attessa Capital LLC
DECREASED
Shares7,046 from 7,136
Change-90 (-1%)
Value$479.6K (-$16.0K)
Filed 2026-10-09
Theory Financial LLC
DECREASED
Shares6,926 from 7,642
Change-716 (-9%)
Value$471.4K (-$59.4K)
Filed 2026-11-09
EQ LLC
DECREASED
Shares6,797 from 6,834
Change-37 (-1%)
Value$462.6K (-$12.0K)
Filed 2026-11-09
One Wealth Capital Management, LLC
DECREASED
Shares6,706 from 10,423
Change-3,717 (-36%)
Value$456.4K (-$267.5K)
Filed 2026-10-23
Beacon Financial Group
INCREASED
Shares6,554 from 6,473
Change+81 (+1%)
Value$446.1K (-$3.5K)
Filed 2026-10-19
Kestra Investment Management, LLC
INCREASED
Shares6,550 from 3,702
Change+2,848 (+77%)
Value$445.8K (+$188.7K)
Filed 2026-11-04
Tortoise Investment Management, LLC
UNCHANGED
Shares6,477 from 6,477
Change0 (0%)
Value$440.8K (-$9.0K)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares6,422 from 6,422
Change0 (0%)
Value$437.1K (-$8.9K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares6,334 from 7,020
Change-686 (-10%)
Value$431.1K (-$56.4K)
Filed 2026-10-13
MBE Wealth Management, LLC
DECREASED
Shares6,262 from 6,339
Change-77 (-1%)
Value$426.2K (-$14.1K)
Filed 2026-10-26
Maia Wealth LLC
INCREASED
Shares6,223 from 5,313
Change+910 (+17%)
Value$423.6K (+$54.6K)
Filed 2026-10-19
AGF Management LTD
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$422.0K (-$8.6K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
DECREASED
Shares5,846 from 6,085
Change-239 (-4%)
Value$397.9K (-$24.8K)
Filed 2026-10-14
Curtis Advisory Group, LLC
DECREASED
Shares5,715 from 5,884
Change-169 (-3%)
Value$389.0K (-$19.7K)
Filed 2026-10-28
Milestone Investment Advisors LLC
DECREASED
Shares5,539 from 5,737
Change-198 (-3%)
Value$377.0K (-$21.5K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares5,462 from 5,757
Change-295 (-5%)
Value$371.8K (-$28.1K)
Filed 2026-10-14
Elmwood Wealth Management, Inc.
UNCHANGED
Shares5,322 from 5,322
Change0 (0%)
Value$362.2K (-$7.4K)
Filed 2026-10-14
Ascent Group, LLC
DECREASED
Shares5,299 from 5,554
Change-255 (-5%)
Value$360.6K (-$25.1K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,247 from 5,163
Change+84 (+2%)
Value$357.1K (-$1.5K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares5,228 from 5,891
Change-663 (-11%)
Value$355.8K (-$53.3K)
Filed 2026-10-20
Bestgate Wealth Advisors, LLC
NEW
Shares5,159
Change+5,159
Value$351.1K
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares5,122 from 728
Change+4,394 (+604%)
Value$348.6K (+$298.0K)
Filed 2026-11-03
Guardian Financial Partners, LLC
NEW
Shares5,033
Change+5,033
Value$342.5K
Filed 2026-11-04
Oregon Pacific Wealth Management, LLC
DECREASED
Shares5,000 from 5,521
Change-521 (-9%)
Value$340.3K (-$43.1K)
Filed 2026-10-20
Traveka Wealth, LLC
DECREASED
Shares4,860 from 5,378
Change-518 (-10%)
Value$330.8K (-$42.7K)
Filed 2026-10-19
Warner Financial, Inc
DECREASED
Shares4,791 from 4,931
Change-140 (-3%)
Value$326.1K (-$16.4K)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares4,741 from 5,664
Change-923 (-16%)
Value$322.7K (-$70.7K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares4,678 from 5,206
Change-528 (-10%)
Value$318.4K (-$43.2K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares4,643 from 5,397
Change-754 (-14%)
Value$316.0K (-$58.8K)
Filed 2026-10-22
Cypress Wealth Services, LLC
DECREASED
Shares4,540 from 5,256
Change-716 (-14%)
Value$316.1K (-$48.9K)
Filed 2026-10-21
Sage Financial Management Group, Inc.
DECREASED
Shares4,507 from 7,956
Change-3,449 (-43%)
Value$306.7K (-$245.8K)
Filed 2026-11-06
Northern Capital Management, Inc.
UNCHANGED
Shares4,455 from 4,455
Change0 (0%)
Value$303.2K (-$6.2K)
Filed 2026-11-05
Seven Mile Advisory
UNCHANGED
Shares4,451 from 4,451
Change0 (0%)
Value$302.9K (-$6.2K)
Filed 2026-10-22
Goldstein Advisors, LLC
DECREASED
Shares4,427 from 4,437
Change-10 (0%)
Value$301.3K (-$6.8K)
Filed 2026-10-15
Bison Wealth, LLC
DECREASED
Shares4,403 from 4,442
Change-39 (-1%)
Value$301.1K (-$1.0K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares4,282 from 5,411
Change-1,129 (-21%)
Value$281.8K (-$94.1K)
Filed 2026-10-30
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares4,214 from 4,281
Change-67 (-2%)
Value$286.8K (-$10.5K)
Filed 2026-10-15
JB Capital LLC
INCREASED
Shares4,197 from 3,834
Change+363 (+9%)
Value$285.6K (+$19.4K)
Filed 2026-10-19
Gen-Wealth Partners Inc
DECREASED
Shares4,104 from 5,158
Change-1,054 (-20%)
Value$279.3K (-$78.9K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares4,070 from 4,200
Change-130 (-3%)
Value$277.0K (-$14.7K)
Filed 2026-11-05
Absolute Capital Management, LLC
DECREASED
Shares4,008 from 4,565
Change-557 (-12%)
Value$272.8K (-$44.3K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares3,933 from 2,237
Change+1,696 (+76%)
Value$267.7K (+$112.3K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
INCREASED
Shares3,792 from 3,784
Change+8 (+0%)
Value$258.1K (-$4.7K)
Filed 2026-11-02
Alpha Financial Advisors, LLC
DECREASED
Shares3,716 from 6,030
Change-2,314 (-38%)
Value$252.9K (-$165.9K)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares3,642 from 3,641
Change+1 (+0%)
Value$247.9K (-$5.0K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
DECREASED
Shares3,641 from 3,774
Change-133 (-4%)
Value$247.8K (-$14.3K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
DECREASED
Shares3,575 from 4,871
Change-1,296 (-27%)
Value$234.6K (-$91.6K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
NEW
Shares3,560
Change+3,560
Value$242.3K
Filed 2026-10-13
Northland Securities, Inc.
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$242.0K (-$4.9K)
Filed 2026-11-02
Wealth Group Ltd
DECREASED
Shares3,545 from 3,564
Change-19 (-1%)
Value$244.9K (-$2.7K)
Filed 2026-10-07
Sovran Advisors, LLC
DECREASED
Shares3,432 from 3,804
Change-372 (-10%)
Value$231.5K (-$12.8K)
Filed 2026-11-02
Aire Advisors, LLC
DECREASED
Shares3,341 from 3,907
Change-566 (-14%)
Value$227.4K (-$44.0K)
Filed 2026-10-22
Acropolis Investment Management, LLC
DECREASED
Shares3,300 from 3,400
Change-100 (-3%)
Value$224.6K (-$11.5K)
Filed 2026-10-08
Busey Bank
UNCHANGED
Shares3,247 from 3,247
Change0 (0%)
Value$221.0K (-$4.5K)
Filed 2026-10-26
Insight Wealth Strategies, LLC
INCREASED
Shares3,118 from 3,114
Change+4 (+0%)
Value$212.2K (-$746)
Filed 2026-10-09
Sterling Investment Counsel, LLC
DECREASED
Shares3,097 from 3,206
Change-109 (-3%)
Value$210.8K (-$11.9K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares3,072 from 3,081
Change-9 (0%)
Value$209.1K (-$4.9K)
Filed 2026-10-23
Soltis Investment Advisors LLC
NEW
Shares3,065
Change+3,065
Value$208.6K
Filed 2026-10-28
Savant Capital, LLC
NEW
Shares3,044
Change+3,044
Value$207.2K
Filed 2026-11-06
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,040 from 3,033
Change+7 (+0%)
Value$206.9K (-$3.8K)
Filed 2026-11-03
Meridian Wealth Management, LLC
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$205.1K (-$4.2K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares3,008 from 2,891
Change+117 (+4%)
Value$204.7K (+$3.9K)
Filed 2026-11-06
PW Nova Financial Services LLC
UNCHANGED
Shares3,005 from 3,005
Change0 (0%)
Value$204.5K (-$4.2K)
Filed 2026-10-15
Wagner Wealth Management, LLC
INCREASED
Shares1,928 from 1,923
Change+5 (+0%)
Value$131.2K (-$2.4K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares1,745 from 1,966
Change-221 (-11%)
Value$118.8K (-$17.8K)
Filed 2026-11-03
Bank of Montreal
INCREASED
Shares1,649 from 48
Change+1,601 (+3335%)
Value$112.2K (+$108.9K)
Filed 2026-11-09
Hanson & Doremus Investment Management
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$110.0K (-$2.0K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares1,548 from 1,792
Change-244 (-14%)
Value$105.4K (-$19.1K)
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares1,458 from 1,457
Change+1 (+0%)
Value$99.2K (-$2.0K)
Filed 2026-11-05
Rossmore Private Capital
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$95.5K (-$2.0K)
Filed 2026-10-27
Investors Research Corp
INCREASED
Shares1,163 from 995
Change+168 (+17%)
Value$79.2K (+$10.1K)
Filed 2026-10-07
Evolution Wealth Management Inc.
DECREASED
Shares1,018 from 1,431
Change-413 (-29%)
Value$69.3K (-$30.1K)
Filed 2026-10-28
Lynch Investment Planning, LLC
NEW
Shares927
Change+927
Value$63.1K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$54.7K (-$1.1K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares780 from 825
Change-45 (-5%)
Value$53.1K (-$4.2K)
Filed 2026-10-26
Birchbrook, Inc.
DECREASED
Shares657 from 729
Change-72 (-10%)
Value$44.7K (-$5.9K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares645 from 45
Change+600 (+1333%)
Value$43.9K (+$40.8K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares618 from 729
Change-111 (-15%)
Value$42.0K (-$8.6K)
Filed 2026-11-06
IFG Advisory, LLC
INCREASED
Shares606 from 433
Change+173 (+40%)
Value$41.3K (+$11.2K)
Filed 2026-11-09
Golden State Wealth Management, LLC
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$31.9K (-$652)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares467
Change+467
Value$31.8K
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$26.4K (-$540)
Filed 2026-10-26
Hantz Financial Services, Inc.
NEW
Shares350
Change+350
Value$24.0K
Filed 2026-11-09
Decker Retirement Planning Inc.
DECREASED
Shares323 from 99,061
Change-98,738 (-100%)
Value$22.0K (-$6.9M)
Filed 2026-10-19
Buck Wealth Strategies, LLC
DECREASED
Shares317 from 377
Change-60 (-16%)
Value$21.6K (-$4.6K)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares282 from 292
Change-10 (-3%)
Value$19.2K (-$1.1K)
Filed 2026-11-04
Kennebec Savings Bank
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$17.7K (-$361)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares224 from 214
Change+10 (+5%)
Value$15.2K (+$383)
Filed 2026-10-14
Morton Brown Family Wealth, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$14.7K (-$300)
Filed 2026-10-23
West Branch Capital LLC
NEW
Shares201
Change+201
Value$13.7K
Filed 2026-10-20
Wolff Wiese Magana LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$10.9K (-$222)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares152 from 230
Change-78 (-34%)
Value$10.3K (-$5.6K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares130
Change+130
Value$8.9K
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$8.8K (-$181)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares127 from 126
Change+1 (+1%)
Value$8.6K (-$107)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares110
Change+110
Value$7.5K
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.4K (-$70)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
NEW
Shares48
Change+48
Value$3.3K
Filed 2026-10-20
Key Capital Management, Inc
DECREASED
Shares30 from 33
Change-3 (-9%)
Value$2.0K (-$250)
Filed 2026-11-03
Citigroup Inc
NEW
Shares1
Change+1
Value$68
Filed 2026-11-04
Mission Wealth Management, LP
CLOSED
Shares0 from 12,208
Change-12,208 (-100%)
Value$0 (-$847.8K)
Filed 2026-10-15
WIN Advisors, Inc
CLOSED
Shares0 from 7,491
Change-7,491 (-100%)
Value$0 (-$520.3K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,411
Change-5,411 (-100%)
Value$0 (-$375.8K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 4,042
Change-4,042 (-100%)
Value$0 (-$280.7K)
Filed 2026-10-14
Silver OAK Securities, Incorporated
CLOSED
Shares0 from 3,183
Change-3,183 (-100%)
Value$0 (-$221.1K)
Filed 2026-11-09
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 3,043
Change-3,043 (-100%)
Value$0 (-$211.3K)
Filed 2026-11-02
Buttonwood Financial Group, LLC
CLOSED
Shares0 from 2,989
Change-2,989 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-16
Accel Wealth Management
CLOSED
Shares0 from 2,898
Change-2,898 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 421
Change-421 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-26
NBT Bank, N.A.
CLOSED
Shares0 from 392
Change-392 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 2,736,939
Change-2,736,939 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,153,160
Change-2,153,160 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 862,590
Change-862,590 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 531,659
Change-531,659 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 504,269
Change-504,269 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 245,165
Change-245,165 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 198,105
Change-198,105 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 155,820
Change-155,820 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 150,992
Change-150,992 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 143,096
Change-143,096 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 140,492
Change-140,492 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 138,023
Change-138,023 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 129,948
Change-129,948 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 108,894
Change-108,894 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 107,355
Change-107,355 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 106,340
Change-106,340 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 103,607
Change-103,607 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 102,543
Change-102,543 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 97,385
Change-97,385 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 96,764
Change-96,764 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 76,314
Change-76,314 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 71,552
Change-71,552 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 68,613
Change-68,613 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 63,624
Change-63,624 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 60,517
Change-60,517 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 60,270
Change-60,270 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,471
Change-55,471 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 52,573
Change-52,573 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 51,326
Change-51,326 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 47,338
Change-47,338 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 45,022
Change-45,022 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 41,028
Change-41,028 (-100%)
Value—
&partners
N/A
Shares— from 39,388
Change-39,388 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 38,504
Change-38,504 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 38,337
Change-38,337 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,192
Change-38,192 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 35,143
Change-35,143 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 34,489
Change-34,489 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 33,782
Change-33,782 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 33,003
Change-33,003 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 26,467
Change-26,467 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 23,730
Change-23,730 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,455
Change-21,455 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,504
Change-20,504 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 19,855
Change-19,855 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 17,594
Change-17,594 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,918
Change-15,918 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,282
Change-14,282 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 14,215
Change-14,215 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,110
Change-14,110 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 13,896
Change-13,896 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,989
Change-12,989 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,741
Change-12,741 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,212
Change-12,212 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 11,633
Change-11,633 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,324
Change-11,324 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 10,177
Change-10,177 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,731
Change-9,731 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,727
Change-8,727 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 8,405
Change-8,405 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,948
Change-7,948 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 932
Change-932 (-100%)
Value—
EFG International AG
N/A
Shares— from 634
Change-634 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 53
Change-53 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,014,982999,571+15,411+2%$69.4M$69.1M-$340.5K2026-11-06
MacKenzie Financial Corp
INCREASED342,863337,552+5,311+2%$23.4M$23.3M-$107.7K2026-11-02
Allworth Financial LP
INCREASED292,676289,925+2,751+1%$20.1M$20.3M+$191.0K2026-11-06
Park Avenue Securities LLC
DECREASED279,330306,440-27,110-9%$21.3M$19.0M-$2.3M2026-10-26
Apella Capital, LLC
DECREASED216,100227,544-11,444-5%$15.2M$15.0M-$179.4K2026-10-08
Regatta Capital Group, LLC
INCREASED134,745127,807+6,938+5%$8.9M$9.2M+$294.5K2026-10-23
Sofi Wealth, LLC
INCREASED99,93287,855+12,077+14%$6.1M$6.8M+$699.9K2026-10-27
Highland Financial Advisors, LLC
INCREASED90,55377,452+13,101+17%$5.4M$6.2M+$784.0K2026-10-19
Tompkins Financial Corp
INCREASED89,20388,052+1,151+1%$6.1M$6.1M-$44.1K2026-10-05
Thrivent Financial for Lutherans
DECREASED80,10390,026-9,923-11%$6.2M$5.5M-$735.0K2026-11-05
Zenith Solutions, Inc.
DECREASED80,02181,647-1,626-2%$5.7M$5.4M-$224.2K2026-10-19
Mirae Asset Global Investments Co., Ltd.
UNCHANGED77,30077,30000%$5.4M$5.3M-$107.4K2026-11-03
Accredited Investors Inc.
INCREASED71,98171,097+884+1%$4.9M$4.9M-$38.7K2026-11-03
Atwater Malick LLC
UNCHANGED68,22568,22500%$4.7M$4.6M-$94.8K2026-10-15
Avise Financial Cooperative, Inc.
DECREASED65,82166,279-458-1%$4.6M$4.5M-$123.3K2026-11-09
Assetmark, Inc
DECREASED65,51180,732-15,221-19%$5.6M$4.5M-$1.1M2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED62,79069,001-6,211-9%$4.8M$4.3M-$518.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED62,40462,998-594-1%$4.4M$4.2M-$128.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED60,25959,297+962+2%$4.1M$4.1M-$17.0K2026-11-02
GenWealth Group, Inc.
DECREASED57,44461,136-3,692-6%$4.2M$3.9M-$336.3K2026-10-16
Kestra Advisory Services, LLC
INCREASED48,84638,334+10,512+27%$2.7M$3.3M+$662.2K2026-11-02
Invera Wealth Advisors, LLC
INCREASED48,40548,246+159+0%$3.4M$3.3M-$56.2K2026-10-28
CGC Financial Services, LLC
INCREASED47,16845,053+2,115+5%$3.1M$3.2M+$81.3K2026-10-13
Archer Investment Management, LLC
DECREASED47,10357,487-10,384-18%$4.0M$3.2M-$786.6K2026-10-13
Vise Technologies, Inc.
INCREASED45,03827,933+17,105+61%$1.9M$3.1M+$1.1M2026-10-29
Equita Financial Network, Inc.
INCREASED40,97940,479+500+1%$2.8M$2.8M-$22.2K2026-10-19
Bank of New York Mellon Corp
INCREASED39,24837,591+1,657+4%$2.6M$2.7M+$60.5K2026-11-05
Sharkey, Howes & Javer
INCREASED36,44035,645+795+2%$2.5M$2.5M+$4.5K2026-10-22
Perigon Wealth Management, LLC
DECREASED35,93038,347-2,417-6%$2.7M$2.4M-$217.8K2026-10-22
Merit Financial Group, LLC
DECREASED34,98238,474-3,492-9%$2.7M$2.4M-$291.1K2026-11-06
Amara Financial, Llc.
DECREASED34,49036,954-2,464-7%$2.6M$2.3M-$219.1K2026-11-09
Skyline Advisors, Inc.
DECREASED34,32336,174-1,851-5%$2.5M$2.3M-$176.2K2026-11-03
Horst & Graben Wealth Management LLC
DECREASED34,28041,174-6,894-17%$2.8M$2.3M-$482.0K2026-11-02
Values Added Financial LLC
DECREASED33,95137,216-3,265-9%$2.6M$2.3M-$274.0K2026-10-28
Creative Planning
INCREASED32,46625,210+7,256+29%$1.8M$2.2M+$458.8K2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED28,40528,40500%$1.9M$1.9M+$5.4K2026-10-16
SigFig Wealth Management, LLC
DECREASED27,97828,043-650%$1.9M$1.9M-$16.1K2026-10-07
Wealth Enhancement Advisory Services, LLC
DECREASED26,33928,108-1,769-6%$1.9M$1.8M-$118.2K2026-10-13
GC Wealth Management RIA, LLC
DECREASED26,29226,841-549-2%$1.9M$1.8M-$74.7K2026-11-02
Optas, LLC
DECREASED26,24326,375-1320%$1.8M$1.8M-$45.6K2026-11-09
Summit Wealth Group LLC / Co
DECREASED25,95330,281-4,328-14%$2.1M$1.8M-$336.7K2026-10-29
Clearstead Advisors, LLC
INCREASED25,41224,294+1,118+5%$1.7M$1.7M+$42.3K2026-11-06
Magnus Financial Group LLC
INCREASED24,72124,666+55+0%$1.7M$1.7M-$30.6K2026-10-21
Diversified Trust Co
INCREASED22,77922,714+65+0%$1.6M$1.6M-$27.1K2026-11-06
Farther Finance Advisors, LLC
DECREASED22,19323,779-1,586-7%$1.7M$1.5M-$141.0K2026-10-08
National Wealth Management Group, LLC
DECREASED21,00721,186-179-1%$1.5M$1.4M-$41.6K2026-10-26
Capital Investment Advisors, LLC
DECREASED20,72420,975-251-1%$1.5M$1.4M-$46.3K2026-10-22
RKL Wealth Management LLC
INCREASED19,79819,754+44+0%$1.4M$1.3M-$24.5K2026-10-16
Shotwell Rutter Baer Inc
DECREASED19,70519,943-238-1%$1.4M$1.3M-$43.9K2026-10-14
Aufman Associates Inc
INCREASED18,25218,217+35+0%$1.3M$1.2M-$23.0K2026-11-04
Gould Asset Management LLC
DECREASED18,23542,360-24,125-57%$2.9M$1.2M-$1.7M2026-11-06
Carnegie Investment Counsel
INCREASED17,0553,529+13,526+383%$245.1K$1.2M+$915.7K2026-10-20
MGO One Seven LLC
DECREASED16,41118,150-1,739-10%$1.3M$1.1M-$143.6K2026-10-28
International Assets Investment Management, LLC
INCREASED16,30112,837+3,464+27%$877.7K$1.1M+$239.9K2026-11-02
Stewardship Advisors, LLC
DECREASED15,32915,666-337-2%$1.1M$1.0M-$44.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED15,13311,569+3,564+31%$765.1K$1.0M+$250.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED15,13311,569+3,564+31%$765.1K$1.0M+$250.0K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED15,06015,777-717-5%$1.1M$1.0M-$70.7K2026-11-06
Central Pacific Bank - Trust Division
DECREASED14,21114,903-692-5%$1.0M$967.2K-$67.8K2026-10-06
RFG Advisory, LLC
DECREASED14,16914,905-736-5%$1.0M$964.4K-$70.8K2026-11-03
GGM Financial LLC
INCREASED13,66010,628+3,032+29%$738.1K$929.7K+$191.6K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED13,65215,977-2,325-15%$1.1M$929.1K-$180.5K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED12,86516,049-3,184-20%$1.1M$875.6K-$239.0K2026-10-16
Coldstream Capital Management Inc
UNCHANGED11,91011,91000%$827.2K$810.6K-$16.6K2026-11-09
Asempa Wealth Advisors
UNCHANGED11,54811,54800%$802.0K$791.7K-$10.3K2026-10-07
OpenArc Corporate Advisory, LLC
DECREASED11,42612,249-823-7%$850.7K$777.7K-$73.0K2026-10-21
eCIO, Inc.
INCREASED11,20110,104+1,097+11%$701.7K$779.8K+$78.0K2026-11-02
Atria Investments, Inc
INCREASED10,8657,568+3,297+44%$525.6K$739.5K+$213.9K2026-10-15
Navigation Group, LLC
DECREASED10,27410,358-84-1%$719.4K$699.2K-$20.1K2026-10-28
CoreCap Advisors, LLC
DECREASED9,92110,496-575-5%$728.9K$675.2K-$53.7K2026-10-08
Penobscot Wealth Management
INCREASED9,7028,355+1,347+16%$580.2K$660.3K+$80.1K2026-10-21
Valmark Advisers, Inc.
UNCHANGED9,1089,10800%$632.6K$619.9K-$12.7K2026-11-06
Lifelong Wealth Advisors, Inc.
DECREASED8,9759,004-290%$625.3K$610.8K-$14.5K2026-10-19
West Wealth Group, LLC
INCREASED8,6778,606+71+1%$597.7K$590.6K-$7.1K2026-10-14
RCS Financial Planning, LLC
INCREASED8,6228,063+559+7%$560.0K$586.8K+$26.9K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED8,5119,190-679-7%$638.2K$579.3K-$59.0K2026-11-04
Wealthgarden F.S. LLC
DECREASED8,1548,916-762-9%$619.2K$554.9K-$64.3K2026-11-09
Harbour Investments, Inc.
DECREASED7,8007,865-65-1%$546.2K$530.8K-$15.4K2026-11-09
Hoxton Planning & Management, LLC
DECREASED7,7438,194-451-5%$569.1K$527.0K-$42.1K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED7,7297,546+183+2%$524.1K$526.1K+$2.0K2026-11-03
Crew Capital Management, Ltd
UNCHANGED7,6367,63600%$530.3K$519.7K-$10.6K2026-10-28
Brookstone Capital Management
DECREASED7,6129,906-2,294-23%$688.0K$518.1K-$169.9K2026-10-22
Cora Capital Advisors LLC
INCREASED7,3837,083+300+4%$491.9K$502.5K+$10.6K2026-11-02
Endeavor Private Wealth, Inc.
DECREASED7,1727,233-61-1%$502.3K$488.1K-$14.2K2026-11-05
Cornerstone Planning Group LLC
DECREASED7,0637,249-186-3%$487.5K$487.8K+$3032026-10-16
Attessa Capital LLC
DECREASED7,0467,136-90-1%$495.6K$479.6K-$16.0K2026-10-09
Theory Financial LLC
DECREASED6,9267,642-716-9%$530.7K$471.4K-$59.4K2026-11-09
EQ LLC
DECREASED6,7976,834-37-1%$474.7K$462.6K-$12.0K2026-11-09
One Wealth Capital Management, LLC
DECREASED6,70610,423-3,717-36%$723.9K$456.4K-$267.5K2026-10-23
Beacon Financial Group
INCREASED6,5546,473+81+1%$449.6K$446.1K-$3.5K2026-10-19
Kestra Investment Management, LLC
INCREASED6,5503,702+2,848+77%$257.1K$445.8K+$188.7K2026-11-04
Tortoise Investment Management, LLC
UNCHANGED6,4776,47700%$449.8K$440.8K-$9.0K2026-11-06
US Bancorp \de\
UNCHANGED6,4226,42200%$446.0K$437.1K-$8.9K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED6,3347,020-686-10%$487.5K$431.1K-$56.4K2026-10-13
MBE Wealth Management, LLC
DECREASED6,2626,339-77-1%$440.2K$426.2K-$14.1K2026-10-26
Maia Wealth LLC
INCREASED6,2235,313+910+17%$369.0K$423.6K+$54.6K2026-10-19
AGF Management LTD
UNCHANGED6,2006,20000%$430.6K$422.0K-$8.6K2026-11-03
Tempus Wealth Planning, LLC
DECREASED5,8466,085-239-4%$422.6K$397.9K-$24.8K2026-10-14
Curtis Advisory Group, LLC
DECREASED5,7155,884-169-3%$408.6K$389.0K-$19.7K2026-10-28
Milestone Investment Advisors LLC
DECREASED5,5395,737-198-3%$398.4K$377.0K-$21.5K2026-11-05
Focus Financial Network, Inc.
DECREASED5,4625,757-295-5%$399.8K$371.8K-$28.1K2026-10-14
Elmwood Wealth Management, Inc.
UNCHANGED5,3225,32200%$369.6K$362.2K-$7.4K2026-10-14
Ascent Group, LLC
DECREASED5,2995,554-255-5%$385.7K$360.6K-$25.1K2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED5,2475,163+84+2%$358.6K$357.1K-$1.5K2026-10-13
Physician Wealth Advisors, Inc.
DECREASED5,2285,891-663-11%$409.1K$355.8K-$53.3K2026-10-20
Bestgate Wealth Advisors, LLC
NEW5,159—+5,159——$351.1K—2026-10-13
Parallel Advisors, LLC
INCREASED5,122728+4,394+604%$50.6K$348.6K+$298.0K2026-11-03
Guardian Financial Partners, LLC
NEW5,033—+5,033——$342.5K—2026-11-04
Oregon Pacific Wealth Management, LLC
DECREASED5,0005,521-521-9%$383.4K$340.3K-$43.1K2026-10-20
Traveka Wealth, LLC
DECREASED4,8605,378-518-10%$373.5K$330.8K-$42.7K2026-10-19
Warner Financial, Inc
DECREASED4,7914,931-140-3%$342.5K$326.1K-$16.4K2026-11-06
Trilogy Capital Inc.
DECREASED4,7415,664-923-16%$393.4K$322.7K-$70.7K2026-10-20
WBH Advisory Inc
DECREASED4,6785,206-528-10%$361.6K$318.4K-$43.2K2026-11-05
Strategic Blueprint, LLC
DECREASED4,6435,397-754-14%$374.8K$316.0K-$58.8K2026-10-22
Cypress Wealth Services, LLC
DECREASED4,5405,256-716-14%$365.0K$316.1K-$48.9K2026-10-21
Sage Financial Management Group, Inc.
DECREASED4,5077,956-3,449-43%$552.5K$306.7K-$245.8K2026-11-06
Northern Capital Management, Inc.
UNCHANGED4,4554,45500%$309.4K$303.2K-$6.2K2026-11-05
Seven Mile Advisory
UNCHANGED4,4514,45100%$309.1K$302.9K-$6.2K2026-10-22
Goldstein Advisors, LLC
DECREASED4,4274,437-100%$308.2K$301.3K-$6.8K2026-10-15
Bison Wealth, LLC
DECREASED4,4034,442-39-1%$302.2K$301.1K-$1.0K2026-10-13
Capital Asset Advisory Services LLC
DECREASED4,2825,411-1,129-21%$375.8K$281.8K-$94.1K2026-10-30
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED4,2144,281-67-2%$297.3K$286.8K-$10.5K2026-10-15
JB Capital LLC
INCREASED4,1973,834+363+9%$266.3K$285.6K+$19.4K2026-10-19
Gen-Wealth Partners Inc
DECREASED4,1045,158-1,054-20%$358.2K$279.3K-$78.9K2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED4,0704,200-130-3%$291.7K$277.0K-$14.7K2026-11-05
Absolute Capital Management, LLC
DECREASED4,0084,565-557-12%$317.1K$272.8K-$44.3K2026-10-16
Rossby Financial, LCC
INCREASED3,9332,237+1,696+76%$155.4K$267.7K+$112.3K2026-11-05
Schmidt P J Investment Management Inc
INCREASED3,7923,784+8+0%$262.8K$258.1K-$4.7K2026-11-02
Alpha Financial Advisors, LLC
DECREASED3,7166,030-2,314-38%$418.8K$252.9K-$165.9K2026-11-09
Apollon Wealth Management, LLC
INCREASED3,6423,641+1+0%$252.9K$247.9K-$5.0K2026-10-23
Braun-Bostich & Associates Inc.
DECREASED3,6413,774-133-4%$262.1K$247.8K-$14.3K2026-10-20
Chicago Partners Investment Group LLC
DECREASED3,5754,871-1,296-27%$326.2K$234.6K-$91.6K2026-10-27
SAX Wealth Advisors, LLC
NEW3,560—+3,560——$242.3K—2026-10-13
Northland Securities, Inc.
UNCHANGED3,5553,55500%$246.9K$242.0K-$4.9K2026-11-02
Wealth Group Ltd
DECREASED3,5453,564-19-1%$247.5K$244.9K-$2.7K2026-10-07
Sovran Advisors, LLC
DECREASED3,4323,804-372-10%$244.3K$231.5K-$12.8K2026-11-02
Aire Advisors, LLC
DECREASED3,3413,907-566-14%$271.3K$227.4K-$44.0K2026-10-22
Acropolis Investment Management, LLC
DECREASED3,3003,400-100-3%$236.1K$224.6K-$11.5K2026-10-08
Busey Bank
UNCHANGED3,2473,24700%$225.5K$221.0K-$4.5K2026-10-26
Insight Wealth Strategies, LLC
INCREASED3,1183,114+4+0%$212.9K$212.2K-$7462026-10-09
Sterling Investment Counsel, LLC
DECREASED3,0973,206-109-3%$222.7K$210.8K-$11.9K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED3,0723,081-90%$214.0K$209.1K-$4.9K2026-10-23
Soltis Investment Advisors LLC
NEW3,065—+3,065——$208.6K—2026-10-28
Savant Capital, LLC
NEW3,044—+3,044——$207.2K—2026-11-06
W.H. Cornerstone Investments Inc.
INCREASED3,0403,033+7+0%$210.6K$206.9K-$3.8K2026-11-03
Meridian Wealth Management, LLC
UNCHANGED3,0143,01400%$209.3K$205.1K-$4.2K2026-11-05
Russell Investments Group, Ltd.
INCREASED3,0082,891+117+4%$200.8K$204.7K+$3.9K2026-11-06
PW Nova Financial Services LLC
UNCHANGED3,0053,00500%$208.7K$204.5K-$4.2K2026-10-15
Wagner Wealth Management, LLC
INCREASED1,9281,923+5+0%$133.6K$131.2K-$2.4K2026-10-21
JFS Wealth Advisors, LLC
DECREASED1,7451,966-221-11%$136.5K$118.8K-$17.8K2026-11-03
Bank of Montreal
INCREASED1,64948+1,601+3335%$3.3K$112.2K+$108.9K2026-11-09
Hanson & Doremus Investment Management
UNCHANGED1,6151,61500%$112.0K$110.0K-$2.0K2026-10-16
Fifth Third Bancorp
DECREASED1,5481,792-244-14%$124.5K$105.4K-$19.1K2026-11-05
Archer Investment Corp
INCREASED1,4581,457+1+0%$101.2K$99.2K-$2.0K2026-11-05
Rossmore Private Capital
UNCHANGED1,4031,40300%$97.4K$95.5K-$2.0K2026-10-27
Investors Research Corp
INCREASED1,163995+168+17%$69.1K$79.2K+$10.1K2026-10-07
Evolution Wealth Management Inc.
DECREASED1,0181,431-413-29%$99.4K$69.3K-$30.1K2026-10-28
Lynch Investment Planning, LLC
NEW927—+927——$63.1K—2026-10-27
Triumph Capital Management
UNCHANGED80380300%$55.8K$54.7K-$1.1K2026-10-14
Lanark Financial, Inc.
DECREASED780825-45-5%$57.3K$53.1K-$4.2K2026-10-26
Birchbrook, Inc.
DECREASED657729-72-10%$50.6K$44.7K-$5.9K2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED64545+600+1333%$3.1K$43.9K+$40.8K2026-10-20
PNC Financial Services Group, Inc.
DECREASED618729-111-15%$50.7K$42.0K-$8.6K2026-11-06
IFG Advisory, LLC
INCREASED606433+173+40%$30.1K$41.3K+$11.2K2026-11-09
Golden State Wealth Management, LLC
UNCHANGED46946900%$32.6K$31.9K-$6522026-11-02
Birch Financial Group, LLC
NEW467—+467——$31.8K—2026-10-27
First Bancorp, Inc
UNCHANGED38838800%$26.9K$26.4K-$5402026-10-26
Hantz Financial Services, Inc.
NEW350—+350——$24.0K—2026-11-09
Decker Retirement Planning Inc.
DECREASED32399,061-98,738-100%$6.9M$22.0K-$6.9M2026-10-19
Buck Wealth Strategies, LLC
DECREASED317377-60-16%$26.2K$21.6K-$4.6K2026-10-28
Creative Financial Designs Inc
DECREASED282292-10-3%$20.3K$19.2K-$1.1K2026-11-04
Kennebec Savings Bank
UNCHANGED26026000%$18.1K$17.7K-$3612026-10-22
Mather Group, Llc.
INCREASED224214+10+5%$14.9K$15.2K+$3832026-10-14
Morton Brown Family Wealth, LLC
UNCHANGED21621600%$15.0K$14.7K-$3002026-10-23
West Branch Capital LLC
NEW201—+201——$13.7K—2026-10-20
Wolff Wiese Magana LLC
UNCHANGED16016000%$11.1K$10.9K-$2222026-10-15
IFP Advisors, Inc
DECREASED152230-78-34%$16.0K$10.3K-$5.6K2026-10-16
Balance Wealth Partners LLC
NEW130—+130——$8.9K—2026-10-27
Nfsg Corp
UNCHANGED13013000%$9.0K$8.8K-$1812026-10-15
Silver Grove Financial Group, Inc.
INCREASED127126+1+1%$8.8K$8.6K-$1072026-11-05
Latitude Advisors, LLC
NEW110—+110——$7.5K—2026-10-27
Abound Wealth Management
UNCHANGED505000%$3.5K$3.4K-$702026-10-26
Portfolio Resources Advisor Group, Inc.
NEW48—+48——$3.3K—2026-10-20
Key Capital Management, Inc
DECREASED3033-3-9%$2.3K$2.0K-$2502026-11-03
Citigroup Inc
NEW1—+1——$68—2026-11-04
Mission Wealth Management, LP
CLOSED012,208-12,208-100%$847.8K$0-$847.8K2026-10-15
WIN Advisors, Inc
CLOSED07,491-7,491-100%$520.3K$0-$520.3K2026-11-06
Axxcess Wealth Management, LLC
CLOSED05,411-5,411-100%$375.8K$0-$375.8K2026-10-21
Patriot Financial Group Insurance Agency, LLC
CLOSED04,042-4,042-100%$280.7K$0-$280.7K2026-10-14
Silver OAK Securities, Incorporated
CLOSED03,183-3,183-100%$221.1K$0-$221.1K2026-11-09
Valtinson Bruner Financial Planning LLC
CLOSED03,043-3,043-100%$211.3K$0-$211.3K2026-11-02
Buttonwood Financial Group, LLC
CLOSED02,989-2,989-100%$207.6K$0-$207.6K2026-10-16
Accel Wealth Management
CLOSED02,898-2,898-100%$201.3K$0-$201.3K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0421-421-100%$29.2K$0-$29.2K2026-10-26
NBT Bank, N.A.
CLOSED0392-392-100%$27.2K$0-$27.2K2026-10-21
Envestnet Asset Management Inc
N/A—2,736,939-2,736,939-100%$190.1M———
BlackRock, Inc.
N/A—2,153,160-2,153,160-100%$149.5M———
SEI Investments Co
N/A—862,590-862,590-100%$59.9M———
JPMorgan Chase & Co
N/A—531,659-531,659-100%$36.4M———
Envestnet Portfolio Solutions, Inc.
N/A—504,269-504,269-100%$35.0M———
Cetera Investment Advisers
N/A—245,165-245,165-100%$17.0M———
MML Investors Services, LLC
N/A—198,105-198,105-100%$13.8M———
Spinnaker Trust
N/A—155,820-155,820-100%$10.8M———
Royal Bank of Canada
N/A—150,992-150,992-100%$10.5M———
Wells Fargo & Company
N/A—143,096-143,096-100%$9.9M———
Raymond James Financial Inc
N/A—140,492-140,492-100%$9.8M———
Morgan Stanley
N/A—138,023-138,023-100%$9.6M———
HighTower Advisors, LLC
N/A—129,948-129,948-100%$9.0M———
Beacon Pointe Advisors, LLC
N/A—108,894-108,894-100%$7.6M———
Pathstone Holdings, LLC
N/A—107,355-107,355-100%$7.5M———
Bank of America Corp
N/A—106,340-106,340-100%$7.4M———
Cerity Partners LLC
N/A—103,607-103,607-100%$7.2M———
RWA Wealth Partners, LLC
N/A—102,543-102,543-100%$7.1M———
Balanced Rock Investment Advisors LLC
N/A—97,385-97,385-100%$6.8M———
Janney Montgomery Scott LLC
N/A—96,764-96,764-100%$6.7M———
Osaic Holdings, Inc.
N/A—76,314-76,314-100%$5.3M———
One Wealth Advisors, LLC
N/A—71,552-71,552-100%$5.0M———
Goldman Sachs Group Inc
N/A—68,613-68,613-100%$4.8M———
Integrated Wealth Concepts LLC
N/A—63,624-63,624-100%$4.4M———
NewEdge Advisors, LLC
N/A—60,517-60,517-100%$4.2M———
GeoWealth Management, LLC
N/A—60,270-60,270-100%$4.2M———
Sanctuary Advisors, LLC
N/A—55,471-55,471-100%$3.9M———
Ally Invest Advisors Inc.
N/A—52,573-52,573-100%$3.7M———
Modern Wealth Management, LLC
N/A—51,326-51,326-100%$3.6M———
Orion Porfolio Solutions, LLC
N/A—47,338-47,338-100%$3.3M———
EP Wealth Advisors, LLC
N/A—45,022-45,022-100%$3.1M———
MAI Capital Management
N/A—41,028-41,028-100%$2.8M———
&partners
N/A—39,388-39,388-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—38,504-38,504-100%$2.7M———
Equitable Holdings, Inc.
N/A—38,337-38,337-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—38,192-38,192-100%$2.7M———
United Capital Financial Advisors, LLC
N/A—35,143-35,143-100%$2.4M———
Haverford Trust Co
N/A—34,489-34,489-100%$2.4M———
Davis Wealth Advisors, LLC
N/A—33,782-33,782-100%$2.3M———
Ameriprise Financial Inc
N/A—33,003-33,003-100%$2.3M———
Verity Wealth Advisors
N/A—26,467-26,467-100%$1.8M———
Baird Financial Group, Inc.
N/A—23,730-23,730-100%$1.6M———
Northwestern Mutual Wealth Management Co
N/A—21,455-21,455-100%$1.5M———
Private Advisor Group, LLC
N/A—20,504-20,504-100%$1.4M———
Capital Analysts, LLC
N/A—19,855-19,855-100%$1.4M———
MA Private Wealth
N/A—17,594-17,594-100%$1.2M———
Jones Financial Companies Lllp
N/A—15,918-15,918-100%$1.1M———
World Investment Advisors
N/A—14,282-14,282-100%$797.8K———
Pine Harbor Wealth Management, LLC
N/A—14,215-14,215-100%$987.2K———
Regal Investment Advisors LLC
N/A—14,110-14,110-100%$979.9K———
Wealth Alliance, LLC
N/A—13,896-13,896-100%$965.1K———
FFT Wealth Management LLC
N/A—13,302-13,302-100%$923.8K———
Snowden Capital Advisors LLC
N/A—13,076-13,076-100%$908.1K———
Aptus Capital Advisors, LLC
N/A—12,989-12,989-100%$902.1K———
Perennial Investment Advisors, LLC
N/A—12,819-12,819-100%$890.5K———
Savvy Advisors, Inc.
N/A—12,741-12,741-100%$884.8K———
O'shaughnessy Asset Management, LLC
N/A—12,212-12,212-100%$848.1K———
UBS Group AG
N/A—11,775-11,775-100%$817.8K———
Flputnam Investment Management Co
N/A—11,674-11,674-100%$819.4K———
JMG Financial Group, Ltd.
N/A—11,633-11,633-100%$807.9K———
GTS Financial, LLC
N/A—11,471-11,471-100%$618.6K———
Van Hulzen Asset Management, LLC
N/A—11,324-11,324-100%$786.5K———
Keystone Financial Services
N/A—10,177-10,177-100%$706.8K———
Advisory Services Network, LLC
N/A—9,731-9,731-100%$675.8K———
Gateway Wealth Partners, LLC
N/A—8,727-8,727-100%$606.1K———
LifePlan Investment Advisors, Inc.
N/A—8,405-8,405-100%$583.7K———
Alesco Advisors, LLC, An ESL Co
N/A—8,087-8,087-100%$561.6K———
Sound View Wealth Advisors Group, LLC
N/A—7,948-7,948-100%$552.0K———
OneDigital Investment Advisors LLC
N/A—7,656-7,656-100%$531.7K———
F/m Investments LLC
N/A—7,636-7,636-100%$522.6K———
Mariner, LLC
N/A—6,989-6,989-100%$485.4K———
Stifel Financial Corp
N/A—5,842-5,842-100%$405.7K———
Venturi Wealth Management, LLC
N/A—5,731-5,731-100%$398.0K———
FMR LLC
N/A—5,631-5,631-100%$391.1K———
Keel Point, LLC
N/A—5,466-5,466-100%$379.6K———
AE Wealth Management LLC
N/A—5,405-5,405-100%$375.4K———
Curi Capital, LLC
N/A—5,194-5,194-100%$360.7K———
Composition Wealth, LLC
N/A—5,102-5,102-100%$354.3K———
Stratos Investment Management, LLC
N/A—4,814-4,814-100%$334.3K———
Arax Advisory Partners
N/A—4,769-4,769-100%$331.2K———
Sovereign Financial Group, Inc.
N/A—4,744-4,744-100%$329.5K———
Focus Partners Wealth
N/A—4,637-4,637-100%$322.1K———
Mercer Global Advisors Inc
N/A—4,600-4,600-100%$319.4K———
J. Mark Nickell & Co.
N/A—4,594-4,594-100%$708.9K———
CreativeOne Wealth, LLC
N/A—4,250-4,250-100%$295.1K———
Godfrey Financial Associates, Inc.
N/A—4,134-4,134-100%$287.1K———
ArborFi Advisors, LLC
N/A—4,102-4,102-100%$284.9K———
Madison Wealth Partners, Inc
N/A—3,874-3,874-100%$269.0K———
Vantus Wealth LLC
N/A—3,831-3,831-100%$266.1K———
Rockefeller Capital Management L.P.
N/A—3,764-3,764-100%$261.4K———
Pallas Capital Advisors LLC
N/A—3,706-3,706-100%$257.4K———
Advyzon Investment Management, LLC
N/A—3,701-3,701-100%$257.0K———
Rehmann Capital Advisory Group
N/A—3,679-3,679-100%$255.6K———
Quantinno Capital Management LP
N/A—3,537-3,537-100%$245.6K———
National Bank of Canada
N/A—3,500-3,500-100%$243.1K———
Wrapmanager Inc
N/A—3,378-3,378-100%$234.6K———
Bank of Hawaii
N/A—3,294-3,294-100%$228.8K———
Transamerica Financial Advisors, LLC
N/A—3,121-3,121-100%$216.8K———
Financial Gravity Companies, Inc.
N/A—3,117-3,117-100%$216.5K———
Fiduciary Financial Advisors
N/A—3,071-3,071-100%$213.3K———
Wealth Management Strategies, Inc.
N/A—2,881-2,881-100%$200.1K———
Raelipskie Partnership
N/A—2,405-2,405-100%$167.0K———
Federation des caisses Desjardins du Quebec
N/A—2,270-2,270-100%$157.7K———
Founders Financial Alliance, LLC
N/A—1,592-1,592-100%$110.6K———
Prudential PLC
N/A—1,400-1,400-100%$97.2K———
Global Retirement Partners, LLC
N/A—1,392-1,392-100%$96.7K———
Continuum Advisory, LLC
N/A—1,114-1,114-100%$77.4K———
UBS Asset Management Americas LLC
N/A—998-998-100%$69.3K———
Atomic Invest LLC
N/A—939-939-100%$64.3K———
Vanguard Advisers Inc
N/A—932-932-100%$64.7K———
EFG International AG
N/A—634-634-100%$44.0K———
Medallion Wealth Advisors, LLC
N/A—607-607-100%$49.8K———
CVA Family Office, LLC
N/A—526-526-100%$36.5K———
Smartleaf Asset Management LLC
N/A—492-492-100%$33.7K———
WealthShield Partners, LLC
N/A—313-313-100%$21.7K———
Kilter Group LLC
N/A—241-241-100%$16.7K———
Qube Research & Technologies Ltd
N/A—53-53-100%$3.7K———
Dunhill Financial, LLC
N/A—43-43-100%$3.0K———
Showing 313 of 313 institutions