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Lloyds Banking Group PLC (LYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mondrian Investment Partners LTD
DECREASED
Shares47,314,255 from 49,945,225
Change-2,630,970 (-5%)
Value$266.4M (-$24.8M)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares15,719,458 from 16,746,452
Change-1,026,994 (-6%)
Value$88.5M (-$9.1M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares12,882,446 from 12,861,050
Change+21,396 (+0%)
Value$72.5M (-$2.5M)
Filed 2026-11-04
Fisher Asset Management, LLC
DECREASED
Shares12,640,654 from 21,504,433
Change-8,863,779 (-41%)
Value$71.2M (-$54.2M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares5,092,089 from 4,635,820
Change+456,269 (+10%)
Value$28.7M (+$1.6M)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
DECREASED
Shares4,580,241 from 4,844,087
Change-263,846 (-5%)
Value$25.8M (-$2.5M)
Filed 2026-10-21
ABC Arbitrage SA
DECREASED
Shares2,961,398 from 5,689,418
Change-2,728,020 (-48%)
Value$16.7M (-$16.5M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares2,457,714 from 2,337,659
Change+120,055 (+5%)
Value$13.8M (+$208.4K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares1,609,830 from 1,531,629
Change+78,201 (+5%)
Value$9.1M (+$133.9K)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares1,492,349 from 1,439,559
Change+52,790 (+4%)
Value$8.4M (+$9.3K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares1,480,876 from 1,494,395
Change-13,519 (-1%)
Value$8.0M (-$806.1K)
Filed 2026-10-16
Eagle Global Advisors LLC
UNCHANGED
Shares1,290,000 from 1,290,000
Change0 (0%)
Value$7.3M (-$258.0K)
Filed 2026-11-02
Henry James International Management Inc.
DECREASED
Shares1,157,068 from 1,157,361
Change-293 (0%)
Value$6.5M (-$233.1K)
Filed 2026-10-14
Ritholtz Wealth Management
DECREASED
Shares1,034,890 from 1,095,240
Change-60,350 (-6%)
Value$5.8M (-$558.8K)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares1,019,514 from 1,038,552
Change-19,038 (-2%)
Value$5.7M (-$314.9K)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares988,923 from 958,770
Change+30,153 (+3%)
Value$5.6M (-$22.0K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares783,526 from 476,310
Change+307,216 (+65%)
Value$4.4M (+$1.6M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares545,908 from 527,979
Change+17,929 (+3%)
Value$3.1M (-$4.7K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares545,469 from 552,552
Change-7,083 (-1%)
Value$3.1M (-$150.4K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares533,549 from 630,200
Change-96,651 (-15%)
Value$3.0M (-$670.2K)
Filed 2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares522,157 from 1,419,244
Change-897,087 (-63%)
Value$2.9K (-$8.3M)
Filed 2026-10-22
Royal Palms Capital LLC
INCREASED
Shares471,161 from 374,661
Change+96,500 (+26%)
Value$2.7M (+$468.4K)
Filed 2026-10-23
HF Advisory Group, LLC
INCREASED
Shares453,004 from 445,833
Change+7,171 (+2%)
Value$2.6M (-$48.8K)
Filed 2026-10-09
Jcic Asset Management Inc.
INCREASED
Shares433,158 from 416,850
Change+16,308 (+4%)
Value$2.4M (+$341.9K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares426,004 from 362,695
Change+63,309 (+17%)
Value$2.4M (+$283.9K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares423,149 from 407,867
Change+15,282 (+4%)
Value$2.4M (+$4.5K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares421,776 from 415,779
Change+5,997 (+1%)
Value$2.4M (-$49.4K)
Filed 2026-11-05
Factory Mutual Insurance Co
UNCHANGED
Shares400,442 from 400,442
Change0 (0%)
Value$2.3M (-$80.1K)
Filed 2026-10-30
Lockheed Martin Investment Management Co
DECREASED
Shares390,000 from 408,270
Change-18,270 (-4%)
Value$2.2M (-$184.5K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares368,932 from 376,318
Change-7,386 (-2%)
Value$2.1M (-$116.9K)
Filed 2026-11-05
Equitable Trust Co
DECREASED
Shares367,548 from 379,030
Change-11,482 (-3%)
Value$2.1M (-$140.5K)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares329,429 from 336,738
Change-7,309 (-2%)
Value$1.9K (-$2.0M)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares326,950 from 278,900
Change+48,050 (+17%)
Value$1.8M (+$214.7K)
Filed 2026-10-22
Quadrant Capital Group LLC
DECREASED
Shares321,413 from 321,802
Change-389 (0%)
Value$1.8M (-$108.3K)
Filed 2026-10-20
Cookson Peirce & Co Inc
DECREASED
Shares299,684 from 307,663
Change-7,979 (-3%)
Value$1.7M (-$106.5K)
Filed 2026-10-30
Signaturefd, LLC
DECREASED
Shares296,610 from 301,587
Change-4,977 (-2%)
Value$1.7M (-$88.3K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares252,259 from 151,998
Change+100,261 (+66%)
Value$1.4M (+$534.1K)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares246,856 from 238,666
Change+8,190 (+3%)
Value$1.4M (-$1.6K)
Filed 2026-10-28
Revisor Wealth Management LLC
DECREASED
Shares241,044 from 243,650
Change-2,606 (-1%)
Value$1.3M (-$81.4K)
Filed 2026-10-20
CIBC Asset Management Inc
INCREASED
Shares235,515 from 222,424
Change+13,091 (+6%)
Value$1.3M (+$29.2K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares232,746 from 215,474
Change+17,272 (+8%)
Value$1.3M (+$54.1K)
Filed 2026-10-14
Keybank National Association
INCREASED
Shares231,266 from 225,147
Change+6,119 (+3%)
Value$1.3M (-$10.6K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares214,473 from 199,490
Change+14,983 (+8%)
Value$1.2M (-$35.7K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares208,305 from 196,676
Change+11,629 (+6%)
Value$1.2M (+$26.1K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares203,297 from 178,949
Change+24,348 (+14%)
Value$1.1M (+$20.0K)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares192,489 from 129,224
Change+63,265 (+49%)
Value$1.1M (+$379.4K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares188,790 from 184,422
Change+4,368 (+2%)
Value$1.1M (-$12.3K)
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
DECREASED
Shares168,754 from 172,636
Change-3,882 (-2%)
Value$950.1K (-$56.4K)
Filed 2026-10-09
Marino, Stram & Associates LLC
INCREASED
Shares167,090 from 152,911
Change+14,179 (+9%)
Value$940.7K (+$49.2K)
Filed 2026-10-22
Pinnacle Associates LTD
UNCHANGED
Shares166,048 from 166,048
Change0 (0%)
Value$934.9K (-$33.2K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares165,621 from 141,785
Change+23,836 (+17%)
Value$932.4K (+$105.8K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares143,073 from 128,079
Change+14,994 (+12%)
Value$805 (-$746.2K)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares124,096 from 61,884
Change+62,212 (+101%)
Value$698.7K (+$337.9K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares116,954 from 117,638
Change-684 (-1%)
Value$658.5K (-$27.4K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares116,297 from 110,702
Change+5,595 (+5%)
Value$654.8K (+$9.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares111,841 from 79,810
Change+32,031 (+40%)
Value$629.7K (+$164.4K)
Filed 2026-11-02
May Hill Capital, LLC
INCREASED
Shares110,796 from 107,244
Change+3,552 (+3%)
Value$623.8K (-$1.5K)
Filed 2026-11-03
Edge Wealth Management LLC
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$619.8K (-$21.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares109,376 from 95,017
Change+14,359 (+15%)
Value$615.8K (+$62.1K)
Filed 2026-10-08
Personal CFO Solutions, LLC
DECREASED
Shares108,497 from 120,012
Change-11,515 (-10%)
Value$610.8K (-$88.8K)
Filed 2026-11-06
Aprio Wealth Management, LLC
DECREASED
Shares107,827 from 108,247
Change-420 (0%)
Value$607.1K (-$24.0K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares104,008 from 110,143
Change-6,135 (-6%)
Value$585.6K (-$56.6K)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares102,739 from 95,365
Change+7,374 (+8%)
Value$578.4K (+$22.4K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares101,131 from 89,313
Change+11,818 (+13%)
Value$569.4K (+$48.7K)
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED
Shares92,513 from 86,505
Change+6,008 (+7%)
Value$500.5K (-$12.5K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares92,134 from 124,503
Change-32,369 (-26%)
Value$518.7K (-$207.1K)
Filed 2026-10-15
Eagle Rock Investment Company, LLC
DECREASED
Shares91,700 from 93,759
Change-2,059 (-2%)
Value$516.3K (-$30.3K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares89,872 from 66,123
Change+23,749 (+36%)
Value$506.0K (+$120.5K)
Filed 2026-11-06
Abel Hall, LLC
INCREASED
Shares89,443 from 89,084
Change+359 (+0%)
Value$503.6K (-$15.8K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares86,287 from 86,064
Change+223 (+0%)
Value$485.8K (-$16.0K)
Filed 2026-10-22
Cypress Wealth Services, LLC
DECREASED
Shares85,886 from 88,676
Change-2,790 (-3%)
Value$477.5K (-$39.5K)
Filed 2026-10-21
Ascent Group, LLC
INCREASED
Shares83,950 from 63,998
Change+19,952 (+31%)
Value$472.6K (+$99.5K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares83,384 from 80,390
Change+2,994 (+4%)
Value$469.5K (+$775)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares81,029 from 66,821
Change+14,208 (+21%)
Value$456.2K (+$66.6K)
Filed 2026-11-04
William John Sempolinski
INCREASED
Shares74,820 from 73,020
Change+1,800 (+2%)
Value$421.2K (-$4.5K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares72,354 from 68,395
Change+3,959 (+6%)
Value$407.4K (+$8.6K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares71,648 from 55,947
Change+15,701 (+28%)
Value$403.4K (+$77.2K)
Filed 2026-11-02
LVW Advisors, LLC
DECREASED
Shares69,633 from 84,234
Change-14,601 (-17%)
Value$392.0K (-$99.1K)
Filed 2026-10-19
Anchyra Partners LLC
INCREASED
Shares68,766 from 55,091
Change+13,675 (+25%)
Value$387.2K (+$66.0K)
Filed 2026-10-13
TD Private Client Wealth LLC
DECREASED
Shares66,037 from 74,317
Change-8,280 (-11%)
Value$371.8K (-$61.5K)
Filed 2026-10-28
Portside Wealth Group, LLC
INCREASED
Shares65,696 from 54,931
Change+10,765 (+20%)
Value$369.9K (+$49.6K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
DECREASED
Shares65,083 from 67,195
Change-2,112 (-3%)
Value$366.4K (-$25.3K)
Filed 2026-10-26
Gallacher Capital Management LLC
DECREASED
Shares64,852 from 107,239
Change-42,387 (-40%)
Value$365.1K (-$260.1K)
Filed 2026-10-30
Natural Investments, LLC
INCREASED
Shares64,697 from 62,531
Change+2,166 (+3%)
Value$364.2K (+$245)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares63,632 from 57,308
Change+6,324 (+11%)
Value$358.2K (+$24.1K)
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares63,588 from 62,979
Change+609 (+1%)
Value$358.0K (-$9.2K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
DECREASED
Shares62,740 from 62,830
Change-90 (0%)
Value$353.2K (-$13.1K)
Filed 2026-10-14
Trust Point Inc.
DECREASED
Shares61,628 from 65,773
Change-4,145 (-6%)
Value$347.0K (-$36.5K)
Filed 2026-10-27
Xponance LLC
INCREASED
Shares61,421 from 54,428
Change+6,993 (+13%)
Value$345.8K (+$28.5K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares60,775 from 60,114
Change+661 (+1%)
Value$342.2K (-$8.3K)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
DECREASED
Shares60,131 from 62,569
Change-2,438 (-4%)
Value$338.5K (-$26.2K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares59,038 from 58,020
Change+1,018 (+2%)
Value$332.4K (-$5.9K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares58,982 from 54,451
Change+4,531 (+8%)
Value$332.1K (+$14.6K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares57,514 from 26,997
Change+30,517 (+113%)
Value$323.8K (+$166.4K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares56,497 from 56,341
Change+156 (+0%)
Value$329.4K (+$910)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares55,854 from 53,086
Change+2,768 (+5%)
Value$314.5K (+$5.0K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares55,230 from 57,334
Change-2,104 (-4%)
Value$310.9K (-$23.3K)
Filed 2026-10-13
Five Oceans Advisors
UNCHANGED
Shares54,791 from 54,791
Change0 (0%)
Value$308.5K (-$11.0K)
Filed 2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED
Shares54,568 from 58,725
Change-4,157 (-7%)
Value$307.2K (-$35.1K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares53,528 from 49,887
Change+3,641 (+7%)
Value$301.4K (+$10.5K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares52,806
Change+52,806
Value$297.3K
Filed 2026-10-21
71 West Capital Partners
INCREASED
Shares51,929 from 51,467
Change+462 (+1%)
Value$292.4K (-$7.7K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares51,303 from 50,123
Change+1,180 (+2%)
Value$288.8K (-$3.4K)
Filed 2026-10-28
MQS Management LLC
NEW
Shares48,818
Change+48,818
Value$274.8K
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares48,051 from 47,158
Change+893 (+2%)
Value$270.5K (-$4.4K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares47,834 from 47,258
Change+576 (+1%)
Value$269.3K (-$6.2K)
Filed 2026-11-06
Sage Rhino Capital LLC
DECREASED
Shares47,363 from 49,529
Change-2,166 (-4%)
Value$266.7K (-$22.1K)
Filed 2026-10-28
Purkiss Capital Advisors LLC
INCREASED
Shares45,747 from 45,456
Change+291 (+1%)
Value$257.6K (-$7.5K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares45,428 from 50,977
Change-5,549 (-11%)
Value$255.8K (-$41.4K)
Filed 2026-10-16
Riversedge Advisors, LLC
INCREASED
Shares44,663 from 39,409
Change+5,254 (+13%)
Value$251.5K (+$21.7K)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares43,988 from 37,676
Change+6,312 (+17%)
Value$247.7K (+$28.0K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares43,484 from 43,390
Change+94 (+0%)
Value$244.8K (-$8.1K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares42,767 from 42,429
Change+338 (+1%)
Value$240.8K (-$6.6K)
Filed 2026-10-16
Chicago Trust Co NA
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$236.5K (-$8.4K)
Filed 2026-10-28
Cromwell Holdings LLC
UNCHANGED
Shares41,924 from 41,924
Change0 (0%)
Value$236.0K (-$8.4K)
Filed 2026-10-28
Angeles Wealth Management, LLC
DECREASED
Shares40,938 from 41,818
Change-880 (-2%)
Value$230.5K (-$13.3K)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares40,742 from 38,086
Change+2,656 (+7%)
Value$229.4K (+$7.3K)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
INCREASED
Shares39,732 from 14,256
Change+25,476 (+179%)
Value$223.7K (+$140.6K)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares39,584 from 21,049
Change+18,535 (+88%)
Value$216.5K (+$87.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares39,584 from 21,049
Change+18,535 (+88%)
Value$216.5K (+$87.5K)
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED
Shares38,150 from 37,283
Change+867 (+2%)
Value$214.8K (-$2.6K)
Filed 2026-11-04
Old National Bancorp
INCREASED
Shares36,065 from 35,947
Change+118 (+0%)
Value$203.0K (-$6.5K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares35,557 from 32,573
Change+2,984 (+9%)
Value$200.2K (+$10.3K)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares32,720 from 23,958
Change+8,762 (+37%)
Value$184.2K (+$44.5K)
Filed 2026-10-26
Granite Group Advisors, LLC
UNCHANGED
Shares32,018 from 32,018
Change0 (0%)
Value$180.3K (-$6.4K)
Filed 2026-10-14
Platform Technology Partners
INCREASED
Shares31,408 from 31,345
Change+63 (+0%)
Value$176.8K (-$5.9K)
Filed 2026-11-02
Sanders Capital, LLC
NEW
Shares30,900
Change+30,900
Value$174.0K
Filed 2026-11-02
Yousif Capital Management, LLC
DECREASED
Shares30,433 from 35,313
Change-4,880 (-14%)
Value$171.3K (-$34.5K)
Filed 2026-10-22
Cardinal Point Capital Management ULC
INCREASED
Shares29,666 from 24,987
Change+4,679 (+19%)
Value$167.0K (+$21.3K)
Filed 2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares29,505 from 28,491
Change+1,014 (+4%)
Value$166.1K (+$10)
Filed 2026-10-22
Traveka Wealth, LLC
INCREASED
Shares28,301 from 26,401
Change+1,900 (+7%)
Value$159.3K (+$5.4K)
Filed 2026-10-19
Avior Wealth Management, LLC
INCREASED
Shares27,203 from 26,128
Change+1,075 (+4%)
Value$153.2K (+$827)
Filed 2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED
Shares27,110 from 26,618
Change+492 (+2%)
Value$152.6K (-$2.6K)
Filed 2026-10-16
Ariadne Wealth Management, LP
UNCHANGED
Shares26,381 from 26,381
Change0 (0%)
Value$148.5K (-$5.3K)
Filed 2026-11-06
Advisors Management Group Inc
UNCHANGED
Shares25,691 from 25,691
Change0 (0%)
Value$144 (-$148.9K)
Filed 2026-11-05
Wedmont Private Capital
DECREASED
Shares25,611 from 27,983
Change-2,372 (-8%)
Value$137.8K (-$30.1K)
Filed 2026-10-09
ProVise Management Group, LLC
INCREASED
Shares25,467 from 25,411
Change+56 (+0%)
Value$143.4K (-$4.8K)
Filed 2026-11-06
Retirement Planning Co of New England, Inc.
INCREASED
Shares25,135 from 24,880
Change+255 (+1%)
Value$141.5K (-$3.5K)
Filed 2026-10-15
Crumly & Associates Inc.
INCREASED
Shares25,083 from 24,754
Change+329 (+1%)
Value$141.2K (-$3.1K)
Filed 2026-10-07
Meriwether Wealth & Planning, LLC
DECREASED
Shares24,801 from 26,246
Change-1,445 (-6%)
Value$139.6K (-$13.4K)
Filed 2026-10-13
Paladin Wealth, LLC
INCREASED
Shares24,773 from 23,982
Change+791 (+3%)
Value$139.5K (-$345)
Filed 2026-10-23
Versant Capital Management, Inc
INCREASED
Shares24,533 from 54
Change+24,479 (+45331%)
Value$138.1K (+$137.8K)
Filed 2026-10-02
Livet Wealth, LLC
INCREASED
Shares24,226 from 23,419
Change+807 (+3%)
Value$136.4K (-$141)
Filed 2026-10-27
V-Square Quantitative Management LLC
DECREASED
Shares24,102 from 25,152
Change-1,050 (-4%)
Value$135.7K (-$10.9K)
Filed 2026-10-15
Florida Trust Wealth Management Co
UNCHANGED
Shares23,797 from 23,797
Change0 (0%)
Value$134.0K (-$4.8K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares23,761 from 27,768
Change-4,007 (-14%)
Value$118.8K (-$43.1K)
Filed 2026-11-04
PFG Advisors
UNCHANGED
Shares23,670 from 23,670
Change0 (0%)
Value$133.3K (-$4.7K)
Filed 2026-10-16
Sky Investment Group LLC
NEW
Shares23,200
Change+23,200
Value$130.6K
Filed 2026-10-30
Wedbush Securities Inc
INCREASED
Shares22,232 from 17,241
Change+4,991 (+29%)
Value$125 (-$100.9K)
Filed 2026-10-22
55 North Private Wealth, LLC
INCREASED
Shares22,195 from 22,007
Change+188 (+1%)
Value$125.0K (-$3.3K)
Filed 2026-10-20
Impact Capital Partners LLC
INCREASED
Shares21,775 from 21,142
Change+633 (+3%)
Value$122.6K (-$665)
Filed 2026-10-22
D'Orazio & Associates, Inc.
INCREASED
Shares21,700 from 20,846
Change+854 (+4%)
Value$122.2K (+$638)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares21,478 from 18,028
Change+3,450 (+19%)
Value$120.9K (+$15.8K)
Filed 2026-10-13
Curated Wealth Partners LLC
UNCHANGED
Shares21,353 from 21,353
Change0 (0%)
Value$120.2K (-$4.3K)
Filed 2026-10-15
Virtue Capital Management, LLC
DECREASED
Shares21,196 from 21,289
Change-93 (0%)
Value$119.3K (-$4.8K)
Filed 2026-10-29
Breakwater Capital Group
DECREASED
Shares20,936 from 21,006
Change-70 (0%)
Value$117.9K (-$4.6K)
Filed 2026-10-09
First Horizon Corp
DECREASED
Shares20,856 from 21,642
Change-786 (-4%)
Value$117.4K (-$8.8K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares20,475 from 14,837
Change+5,638 (+38%)
Value$115.3K (+$28.8K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares20,351 from 40,065
Change-19,714 (-49%)
Value$114.6K (-$119.0K)
Filed 2026-10-21
VestGen Advisors, LLC
INCREASED
Shares20,140 from 15,920
Change+4,220 (+27%)
Value$113.4K (+$20.6K)
Filed 2026-10-27
Unique Wealth Strategies, LLC
UNCHANGED
Shares20,097 from 20,097
Change0 (0%)
Value$117.2K ($0)
Filed 2026-10-13
Baron Wealth Management LLC
INCREASED
Shares19,973 from 17,301
Change+2,672 (+15%)
Value$112.5K (+$11.6K)
Filed 2026-10-27
Centurion Wealth Management LLC
DECREASED
Shares19,837 from 19,892
Change-55 (0%)
Value$111.7K (-$4.3K)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares19,781 from 18,859
Change+922 (+5%)
Value$111.4K (+$1.4K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares19,231 from 18,405
Change+826 (+4%)
Value$108.3K (+$970)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares19,030 from 18,733
Change+297 (+2%)
Value$103 (-$108.9K)
Filed 2026-11-05
Brucke Financial, Inc.
NEW
Shares18,955
Change+18,955
Value$106.7K
Filed 2026-10-23
Baldwin Wealth Partners LLC
DECREASED
Shares18,551 from 22,970
Change-4,419 (-19%)
Value$104.4K (-$29.5K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,966 from 12,135
Change+5,831 (+48%)
Value$101.1K (+$31.4K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares17,904 from 10,189
Change+7,715 (+76%)
Value$100.8K (+$41.4K)
Filed 2026-10-28
Tanager Wealth Management LLP
NEW
Shares17,882
Change+17,882
Value$100.7K
Filed 2026-10-19
Lazari Capital Management, Inc.
DECREASED
Shares17,797 from 17,949
Change-152 (-1%)
Value$100.2K (-$4.4K)
Filed 2026-10-20
XXI Wealth, LLC
DECREASED
Shares16,721 from 17,538
Change-817 (-5%)
Value$94.1K (-$8.1K)
Filed 2026-10-22
RMR Wealth Builders
INCREASED
Shares16,703 from 16,258
Change+445 (+3%)
Value$94.0K (-$748)
Filed 2026-10-22
Seven Mile Advisory
DECREASED
Shares16,690 from 17,218
Change-528 (-3%)
Value$94.0K (-$6.4K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares16,425 from 14,070
Change+2,355 (+17%)
Value$92.5K (+$10.4K)
Filed 2026-10-16
Intergy Private Wealth, LLC
INCREASED
Shares16,297 from 16,165
Change+132 (+1%)
Value$91.8K (-$2.5K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED
Shares16,057 from 14,735
Change+1,322 (+9%)
Value$90.4K (+$4.5K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
DECREASED
Shares15,991 from 17,283
Change-1,292 (-7%)
Value$90.0K (-$10.7K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares15,840 from 15,599
Change+241 (+2%)
Value$89.2K (-$1.8K)
Filed 2026-10-22
Triad Wealth Partners, LLC
INCREASED
Shares15,750 from 10,097
Change+5,653 (+56%)
Value$88.7K (+$25.5K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares15,744 from 12,518
Change+3,226 (+26%)
Value$88.6K (+$15.7K)
Filed 2026-10-21
August Group Capital Ltd
INCREASED
Shares15,538 from 15,158
Change+380 (+3%)
Value$87.5K (-$892)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares15,415 from 13,278
Change+2,137 (+16%)
Value$86.8K (+$9.4K)
Filed 2026-10-23
Kaufman Rossin Wealth, LLC
NEW
Shares15,389
Change+15,389
Value$86.6K
Filed 2026-10-19
Resonant Capital Advisors, LLC
INCREASED
Shares15,365 from 15,323
Change+42 (+0%)
Value$86.5K (-$2.8K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares15,321 from 10,956
Change+4,365 (+40%)
Value$86.3K (+$22.4K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares15,055 from 6,949
Change+8,106 (+117%)
Value$84.8K (+$44.3K)
Filed 2026-11-05
Impact Investors, Inc
INCREASED
Shares14,998 from 13,770
Change+1,228 (+9%)
Value$84.4K (+$4.2K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares14,909 from 12,960
Change+1,949 (+15%)
Value$83.9K (+$8.4K)
Filed 2026-10-08
Blvd Private Wealth, LLC
UNCHANGED
Shares14,879 from 14,879
Change0 (0%)
Value$83.8K (-$3.0K)
Filed 2026-10-14
Klingman & Associates, LLC
INCREASED
Shares14,727 from 13,281
Change+1,446 (+11%)
Value$82.9K (+$5.5K)
Filed 2026-10-20
Park National Corp
DECREASED
Shares14,541 from 14,623
Change-82 (-1%)
Value$81.9K (-$3.4K)
Filed 2026-10-05
J.W. Cole Advisors, Inc.
DECREASED
Shares14,469 from 15,442
Change-973 (-6%)
Value$81.5K (-$8.6K)
Filed 2026-11-05
Moody National Bank Trust Division
UNCHANGED
Shares14,405 from 14,405
Change0 (0%)
Value$81.1K (-$2.9K)
Filed 2026-10-06
Certuity, LLC
UNCHANGED
Shares14,287 from 14,287
Change0 (0%)
Value$80.4K (-$2.9K)
Filed 2026-11-02
Uniting Wealth Partners, LLC
INCREASED
Shares14,116 from 10,759
Change+3,357 (+31%)
Value$79.5K (+$16.7K)
Filed 2026-11-06
LifeGoal Investments, LLC
NEW
Shares13,989
Change+13,989
Value$78.8K
Filed 2026-10-09
SVB Wealth LLC
DECREASED
Shares13,621 from 13,964
Change-343 (-2%)
Value$76.7K (-$4.7K)
Filed 2026-11-06
James Hambro & Partners LLP
UNCHANGED
Shares13,473 from 13,473
Change0 (0%)
Value$76.1K (-$2.6K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
DECREASED
Shares13,425 from 14,139
Change-714 (-5%)
Value$75.6K (-$6.8K)
Filed 2026-10-16
Advisor OS, LLC
INCREASED
Shares13,193 from 10,953
Change+2,240 (+20%)
Value$74.3K (+$10.4K)
Filed 2026-11-03
Great Diamond Partners, LLC
UNCHANGED
Shares13,041 from 13,041
Change0 (0%)
Value$73.4K (-$2.6K)
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
NEW
Shares13,010
Change+13,010
Value$73.2K
Filed 2026-11-04
Romano Brothers and Company
NEW
Shares13,000
Change+13,000
Value$73.2K
Filed 2026-10-22
Investment Research Partners LLC
UNCHANGED
Shares12,961 from 12,961
Change0 (0%)
Value$73.0K (-$2.6K)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares12,961 from 12,961
Change0 (0%)
Value$73.0K (-$2.6K)
Filed 2026-10-16
Capital Asset Advisory Services LLC
DECREASED
Shares12,754 from 16,336
Change-3,582 (-22%)
Value$68.6K (-$26.6K)
Filed 2026-10-30
First Pacific Financial
INCREASED
Shares12,635 from 12,451
Change+184 (+1%)
Value$71.1K (-$1.5K)
Filed 2026-10-14
Facet Wealth, Inc.
DECREASED
Shares12,580 from 16,021
Change-3,441 (-21%)
Value$70.8K (-$22.6K)
Filed 2026-11-04
HBK Sorce Advisory LLC
DECREASED
Shares12,390 from 13,054
Change-664 (-5%)
Value$64.2K (-$17.4K)
Filed 2026-11-06
Foster Group, Inc.
UNCHANGED
Shares12,376 from 12,376
Change0 (0%)
Value$69.7K (-$2.5K)
Filed 2026-10-13
Aletheian Wealth Advisors LLC
INCREASED
Shares12,372 from 12,114
Change+258 (+2%)
Value$69.7K (-$971)
Filed 2026-10-08
RBA Wealth Management, LLC
NEW
Shares12,350
Change+12,350
Value$69.5K
Filed 2026-10-28
Diversified Enterprises, LLC
INCREASED
Shares12,198 from 11,992
Change+206 (+2%)
Value$68.7K (-$1.2K)
Filed 2026-10-19
Vann Equity Management LLC
DECREASED
Shares12,046 from 13,290
Change-1,244 (-9%)
Value$67.8K (-$9.7K)
Filed 2026-10-08
Everhart Financial Group, Inc.
INCREASED
Shares12,040 from 11,499
Change+541 (+5%)
Value$67.8K (+$746)
Filed 2026-10-08
Simplex Trading, LLC
DECREASED
Shares11,891 from 136,385
Change-124,494 (-91%)
Value$66.9K (-$728.2K)
Filed 2026-11-04
FAI Advisors, Inc.
INCREASED
Shares11,884 from 10,422
Change+1,462 (+14%)
Value$66.9K (+$6.1K)
Filed 2026-10-27
RFG Advisory, LLC
DECREASED
Shares11,789 from 13,981
Change-2,192 (-16%)
Value$66.4K (-$15.1K)
Filed 2026-11-03
Carter Financial Group, Inc.
INCREASED
Shares11,735 from 10,013
Change+1,722 (+17%)
Value$66.1K (+$7.7K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
INCREASED
Shares11,299 from 10,807
Change+492 (+5%)
Value$63.6K (+$609)
Filed 2026-10-20
Cypress Capital Group
UNCHANGED
Shares10,930 from 10,930
Change0 (0%)
Value$61.5K (-$2.2K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares10,922 from 10,922
Change0 (0%)
Value$61.5K (-$2.9K)
Filed 2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED
Shares10,694 from 10,694
Change0 (0%)
Value$60.2K (-$2.1K)
Filed 2026-10-20
Hoxton Planning & Management, LLC
UNCHANGED
Shares10,657 from 10,657
Change0 (0%)
Value$60.0K (-$2.1K)
Filed 2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares10,541 from 10,143
Change+398 (+4%)
Value$59.3K (+$212)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares10,484 from 10,663
Change-179 (-2%)
Value$59.0K (-$3.1K)
Filed 2026-10-16
Enterprise Financial Services Corp
UNCHANGED
Shares10,009 from 10,009
Change0 (0%)
Value$56.4K (-$2.0K)
Filed 2026-11-03
Shepherd Financial Partners LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$56.3K (-$2.0K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares9,889
Change+9,889
Value$55.7K
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares9,478 from 9,478
Change0 (0%)
Value$53.4K (-$1.9K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares9,439 from 8,512
Change+927 (+11%)
Value$53.1K (+$3.5K)
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares9,415 from 9,415
Change0 (0%)
Value$53.0K (-$1.9K)
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares8,163 from 8,163
Change0 (0%)
Value$46.0K (-$1.6K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares7,838 from 7,586
Change+252 (+3%)
Value$44.1K (-$99)
Filed 2026-10-27
Eastern Bank
NEW
Shares7,666
Change+7,666
Value$43.2K
Filed 2026-10-05
James T. Borello RIA
UNCHANGED
Shares7,221 from 7,221
Change0 (0%)
Value$40.7K (-$1.4K)
Filed 2026-10-16
Concord Wealth Partners
DECREASED
Shares7,158 from 7,176
Change-18 (0%)
Value$40.3K (-$1.5K)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
DECREASED
Shares6,955 from 14,521
Change-7,566 (-52%)
Value$39.2K (-$45.5K)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares6,406 from 6,406
Change0 (0%)
Value$35.2K (-$2.1K)
Filed 2026-11-02
SJS Investment Consulting Inc.
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$32.7K (-$1.2K)
Filed 2026-10-26
Guardian Partners Inc.
NEW
Shares5,600
Change+5,600
Value$31.5K
Filed 2026-10-21
KFG LLC
NEW
Shares5,118
Change+5,118
Value$28.8K
Filed 2026-11-02
Addison Advisors LLC
INCREASED
Shares5,059 from 4,821
Change+238 (+5%)
Value$28.5K (+$376)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares4,885
Change+4,885
Value$27.5K
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares4,776 from 3,768
Change+1,008 (+27%)
Value$26.9K (+$4.9K)
Filed 2026-11-05
Barclays PLC
NEW
Shares4,770
Change+4,770
Value$26.9K
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares4,764 from 4,764
Change0 (0%)
Value$26.8K (-$953)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
INCREASED
Shares4,641 from 2,196
Change+2,445 (+111%)
Value$26.1K (+$13.3K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares4,209 from 4,209
Change0 (0%)
Value$23.7K (-$842)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares3,976 from 3,976
Change0 (0%)
Value$19.9K (-$3.3K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED
Shares3,883 from 3,883
Change0 (0%)
Value$21.9K (-$776)
Filed 2026-11-05
West Financial Advisors, LLC
NEW
Shares3,762
Change+3,762
Value$21.2K
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares3,610 from 3,134
Change+476 (+15%)
Value$20.3K (+$2.1K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares3,428 from 3,428
Change0 (0%)
Value$19.3K (-$686)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$16.9K (-$600)
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares2,940 from 2,940
Change0 (0%)
Value$16.6K (-$588)
Filed 2026-10-23
Bayforest Capital Ltd
NEW
Shares2,889
Change+2,889
Value$16.3K
Filed 2026-11-03
UMB Bank, n.a.
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$15.8K (-$560)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares2,786 from 2,786
Change0 (0%)
Value$15.7K (-$557)
Filed 2026-11-04
Bell Investment Advisors, Inc
INCREASED
Shares2,611 from 2,461
Change+150 (+6%)
Value$14.7K (+$352)
Filed 2026-10-29
Essential Partners LLC
UNCHANGED
Shares2,579 from 2,579
Change0 (0%)
Value$14.5K (-$516)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares2,488 from 1,770
Change+718 (+41%)
Value$14.0K (+$3.7K)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares2,474
Change+2,474
Value$13.9K
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares2,439 from 2,045
Change+394 (+19%)
Value$13.7K (+$1.8K)
Filed 2026-10-02
Highline Wealth Partners LLC
INCREASED
Shares2,275 from 1,326
Change+949 (+72%)
Value$12.8K (+$5.1K)
Filed 2026-10-19
Nisa Investment Advisors, LLC
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$11.5K (-$409)
Filed 2026-10-20
Retirement Wealth Solutions LLC
DECREASED
Shares1,816 from 1,939
Change-123 (-6%)
Value$10.2K (-$1.1K)
Filed 2026-10-07
Financial Consulate, Inc
INCREASED
Shares1,777 from 1,606
Change+171 (+11%)
Value$10.0K (+$642)
Filed 2026-10-23
Financial Freedom, LLC
NEW
Shares1,656
Change+1,656
Value$9.3K
Filed 2026-11-06
City State Bank
NEW
Shares1,637
Change+1,637
Value$9.2K
Filed 2026-10-20
Grove Bank & Trust
INCREASED
Shares1,631 from 307
Change+1,324 (+431%)
Value$9.2K (+$7.4K)
Filed 2026-10-08
Zions Bancorporation, National Association
DECREASED
Shares1,329 from 1,391
Change-62 (-4%)
Value$7.5K (-$628)
Filed 2026-11-06
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$7.4K (-$264)
Filed 2026-11-03
Fortitude Family Office, LLC
DECREASED
Shares1,276 from 1,279
Change-3 (0%)
Value$7.2K (-$273)
Filed 2026-10-14
Livelsberger Financial Advisory
NEW
Shares1,256
Change+1,256
Value$7.1K
Filed 2026-10-28
Montag A & Associates Inc
NEW
Shares1,182
Change+1,182
Value$6.7K
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,174 from 1,184
Change-10 (-1%)
Value$6.6K (-$293)
Filed 2026-10-23
Ascentis Wealth Management, LLC
NEW
Shares1,149
Change+1,149
Value$6.5K
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares1,129
Change+1,129
Value$6.4K
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares1,123
Change+1,123
Value$6.3K
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,037 from 16,197
Change-15,160 (-94%)
Value$5.8K (-$88.6K)
Filed 2026-10-29
Hilltop National Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$5.6K (-$200)
Filed 2026-10-14
Kozak & Associates, Inc.
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$5.2K (-$380)
Filed 2026-10-29
CX Institutional
INCREASED
Shares880 from 868
Change+12 (+1%)
Value$5 ($0)
Filed 2026-10-02
Nemes Rush Group LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$4.6K (-$162)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$4.5K (-$160)
Filed 2026-10-30
Independence Bank of Kentucky
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$4.4K (-$155)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$4.4K (-$155)
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$4.2K (-$148)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$4.1K (-$146)
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$4.1K (-$146)
Filed 2026-10-27
Financial Management Professionals, Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$4.1K (-$144)
Filed 2026-10-23
Markowski Investments
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$4.0K (-$143)
Filed 2026-10-30
Gleason Group, Inc.
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$4.0K (-$142)
Filed 2026-10-15
American Capital Advisory, LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$3.9K (-$139)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares629
Change+629
Value$3.5K
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$3.4K (-$122)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$3.4K (-$119)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares527 from 443
Change+84 (+19%)
Value$3.0K (+$385)
Filed 2026-10-20
MV Capital Management, Inc.
INCREASED
Shares521 from 494
Change+27 (+5%)
Value$2.9K (+$53)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$2.5K (-$88)
Filed 2026-10-21
Burk Holdings LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$2.4K (-$85)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$2.4K (-$84)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares313 from 810
Change-497 (-61%)
Value$1.8K (-$3.0K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$1.4K (-$51)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$1.3K (-$45)
Filed 2026-10-27
Monetary Solutions, Ltd
INCREASED
Shares207 from 125
Change+82 (+66%)
Value$1.2K (+$436)
Filed 2026-10-22
Key Capital Management, Inc
NEW
Shares159
Change+159
Value$895
Filed 2026-11-03
Godsey & Gibb, Inc
NEW
Shares154
Change+154
Value$868
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares154 from 1,738
Change-1,584 (-91%)
Value$866 (-$9.3K)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares142
Change+142
Value$799
Filed 2026-10-26
Trust Co of Vermont
NEW
Shares142
Change+142
Value$799
Filed 2026-10-21
Arlington Trust Co LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$788 (-$28)
Filed 2026-10-20
Mosley Wealth Management
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$717 (-$47)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$602 (-$22)
Filed 2026-10-09
StrongBox Wealth, LLC
NEW
Shares98
Change+98
Value$552
Filed 2026-11-02
Decker Retirement Planning Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$526 (-$19)
Filed 2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$502 (-$17)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares86 from 172
Change-86 (-50%)
Value$484 (-$519)
Filed 2026-10-08
Gilpin Wealth Management, LLC
NEW
Shares84
Change+84
Value$473
Filed 2026-10-09
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 1,261,414
Change-1,261,414 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-16
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 450,000
Change-450,000 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-03
FDx Advisors, Inc.
CLOSED
Shares0 from 65,252
Change-65,252 (-100%)
Value$0 (-$380.0K)
Filed 2026-11-05
CPA Asset Management Group, LLC
CLOSED
Shares0 from 23,185
Change-23,185 (-100%)
Value$0 (-$135.2K)
Filed 2026-10-26
R Squared Ltd
CLOSED
Shares0 from 22,156
Change-22,156 (-100%)
Value$0 (-$129.2K)
Filed 2026-11-06
Mission Wealth Management, LP
CLOSED
Shares0 from 20,584
Change-20,584 (-100%)
Value$0 (-$120.0K)
Filed 2026-10-15
Providence First Trust Co
CLOSED
Shares0 from 16,770
Change-16,770 (-100%)
Value$0 (-$97.8K)
Filed 2026-11-02
Greenleaf Trust
CLOSED
Shares0 from 13,447
Change-13,447 (-100%)
Value$0 (-$78.4K)
Filed 2026-10-29
Legacy Advisors, LLC
CLOSED
Shares0 from 12,874
Change-12,874 (-100%)
Value$0 (-$75.1K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 11,220
Change-11,220 (-100%)
Value$0 (-$65.4K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 5,203
Change-5,203 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,368
Change-1,368 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-04
DecisionPoint Financial, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-27
Whipplewood Advisors, LLC
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-20
West Paces Advisors Inc.
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-21
Caldwell Trust Co
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-30
Southern Michigan Bank & Trust
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-19
Breakwater Investment Management
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$974)
Filed 2026-10-20
Asset Dedication, LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$957)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$775)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$543)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$151)
Filed 2026-11-06
FMR LLC
N/A
Shares— from 51,014,992
Change-51,014,992 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 42,671,550
Change-42,671,550 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,757,731
Change-31,757,731 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,503,021
Change-26,503,021 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 26,155,105
Change-26,155,105 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 23,632,830
Change-23,632,830 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,122,890
Change-18,122,890 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,053,607
Change-15,053,607 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,564,633
Change-12,564,633 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 12,027,892
Change-12,027,892 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,930,525
Change-10,930,525 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 10,812,139
Change-10,812,139 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 10,236,228
Change-10,236,228 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,928,067
Change-9,928,067 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 8,098,237
Change-8,098,237 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,005,022
Change-8,005,022 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 7,001,757
Change-7,001,757 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,288,166
Change-6,288,166 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,235,547
Change-5,235,547 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 5,201,812
Change-5,201,812 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,792,690
Change-4,792,690 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,452,905
Change-4,452,905 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,581,617
Change-3,581,617 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,524,847
Change-3,524,847 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,471,365
Change-3,471,365 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,093,483
Change-3,093,483 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,964,818
Change-2,964,818 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,943,648
Change-2,943,648 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,630,122
Change-2,630,122 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,262,925
Change-2,262,925 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 2,204,316
Change-2,204,316 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,199,518
Change-2,199,518 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,109,294
Change-2,109,294 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 2,093,662
Change-2,093,662 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,998,538
Change-1,998,538 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 1,964,677
Change-1,964,677 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,891,954
Change-1,891,954 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,817,733
Change-1,817,733 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 1,797,519
Change-1,797,519 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,731,571
Change-1,731,571 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,453,513
Change-1,453,513 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,431,159
Change-1,431,159 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 1,384,610
Change-1,384,610 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,374,230
Change-1,374,230 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 1,257,130
Change-1,257,130 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,222,547
Change-1,222,547 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,188,031
Change-1,188,031 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,154,325
Change-1,154,325 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,148,141
Change-1,148,141 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,142,245
Change-1,142,245 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,138,120
Change-1,138,120 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,049,668
Change-1,049,668 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,035,643
Change-1,035,643 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 1,029,049
Change-1,029,049 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 930,231
Change-930,231 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 899,765
Change-899,765 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 887,582
Change-887,582 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 831,808
Change-831,808 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 800,490
Change-800,490 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 742,245
Change-742,245 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 728,006
Change-728,006 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 693,000
Change-693,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 675,596
Change-675,596 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 642,950
Change-642,950 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 640,341
Change-640,341 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 622,216
Change-622,216 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 597,695
Change-597,695 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 549,703
Change-549,703 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 513,516
Change-513,516 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 477,622
Change-477,622 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 475,209
Change-475,209 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 472,440
Change-472,440 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 458,500
Change-458,500 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 456,401
Change-456,401 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 451,862
Change-451,862 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 427,616
Change-427,616 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 423,223
Change-423,223 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 421,179
Change-421,179 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 408,648
Change-408,648 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 402,448
Change-402,448 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 394,145
Change-394,145 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 392,268
Change-392,268 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 391,673
Change-391,673 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 375,421
Change-375,421 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 369,578
Change-369,578 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 364,656
Change-364,656 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 357,019
Change-357,019 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 356,236
Change-356,236 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 355,605
Change-355,605 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 346,943
Change-346,943 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 341,126
Change-341,126 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 341,114
Change-341,114 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 331,881
Change-331,881 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 316,698
Change-316,698 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 313,567
Change-313,567 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 302,273
Change-302,273 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 279,929
Change-279,929 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 277,855
Change-277,855 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 272,348
Change-272,348 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 254,940
Change-254,940 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 253,609
Change-253,609 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 249,216
Change-249,216 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 244,846
Change-244,846 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 241,490
Change-241,490 (-100%)
Value—
&partners
N/A
Shares— from 231,929
Change-231,929 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 229,858
Change-229,858 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 226,621
Change-226,621 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 214,363
Change-214,363 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 211,155
Change-211,155 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 207,742
Change-207,742 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 192,046
Change-192,046 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 178,898
Change-178,898 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 177,187
Change-177,187 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 172,325
Change-172,325 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 164,084
Change-164,084 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 157,921
Change-157,921 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 156,280
Change-156,280 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 152,533
Change-152,533 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 147,979
Change-147,979 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 144,608
Change-144,608 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 140,623
Change-140,623 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 139,960
Change-139,960 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 135,445
Change-135,445 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 133,578
Change-133,578 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 130,781
Change-130,781 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 126,671
Change-126,671 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 117,216
Change-117,216 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 113,098
Change-113,098 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 104,100
Change-104,100 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 103,020
Change-103,020 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 102,196
Change-102,196 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 101,152
Change-101,152 (-100%)
Value—
Stephens Inc
N/A
Shares— from 101,097
Change-101,097 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 99,725
Change-99,725 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 86,223
Change-86,223 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 83,749
Change-83,749 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 82,442
Change-82,442 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 81,665
Change-81,665 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 81,162
Change-81,162 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 80,177
Change-80,177 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 78,133
Change-78,133 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 77,863
Change-77,863 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 73,869
Change-73,869 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 70,528
Change-70,528 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 66,855
Change-66,855 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 66,416
Change-66,416 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 66,229
Change-66,229 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 64,717
Change-64,717 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 61,605
Change-61,605 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 60,400
Change-60,400 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 59,407
Change-59,407 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 59,279
Change-59,279 (-100%)
Value—
State Street Corp
N/A
Shares— from 58,364
Change-58,364 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 56,375
Change-56,375 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 53,421
Change-53,421 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 53,050
Change-53,050 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 51,604
Change-51,604 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 50,629
Change-50,629 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 50,500
Change-50,500 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 49,961
Change-49,961 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 49,466
Change-49,466 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 48,639
Change-48,639 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 48,429
Change-48,429 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 46,798
Change-46,798 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 46,210
Change-46,210 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 46,100
Change-46,100 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 45,563
Change-45,563 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 44,089
Change-44,089 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 40,814
Change-40,814 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 39,360
Change-39,360 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 38,446
Change-38,446 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 37,874
Change-37,874 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 37,450
Change-37,450 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 36,498
Change-36,498 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 33,827
Change-33,827 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,749
Change-33,749 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 33,695
Change-33,695 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 33,090
Change-33,090 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 33,024
Change-33,024 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 32,535
Change-32,535 (-100%)
Value—
Optas, LLC
N/A
Shares— from 32,412
Change-32,412 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 31,645
Change-31,645 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 31,168
Change-31,168 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 30,696
Change-30,696 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 29,174
Change-29,174 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 28,622
Change-28,622 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 27,820
Change-27,820 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 27,680
Change-27,680 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 27,251
Change-27,251 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 27,074
Change-27,074 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,958
Change-26,958 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 26,226
Change-26,226 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 26,145
Change-26,145 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 25,967
Change-25,967 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 25,826
Change-25,826 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 25,696
Change-25,696 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 24,992
Change-24,992 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 24,624
Change-24,624 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 24,605
Change-24,605 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
American Trust
N/A
Shares— from 24,310
Change-24,310 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 23,718
Change-23,718 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 23,313
Change-23,313 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 23,163
Change-23,163 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 22,399
Change-22,399 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,233
Change-22,233 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 21,157
Change-21,157 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 20,683
Change-20,683 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 20,276
Change-20,276 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,253
Change-20,253 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,959
Change-19,959 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 19,821
Change-19,821 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 19,483
Change-19,483 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 19,336
Change-19,336 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 19,264
Change-19,264 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 19,190
Change-19,190 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 19,108
Change-19,108 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 16,876
Change-16,876 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 15,785
Change-15,785 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 15,552
Change-15,552 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 15,316
Change-15,316 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 15,306
Change-15,306 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 15,269
Change-15,269 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 15,099
Change-15,099 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 14,988
Change-14,988 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 14,840
Change-14,840 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,833
Change-14,833 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,641
Change-14,641 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 14,596
Change-14,596 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 14,074
Change-14,074 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 14,027
Change-14,027 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 13,973
Change-13,973 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 13,792
Change-13,792 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,716
Change-13,716 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,706
Change-13,706 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 13,569
Change-13,569 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 13,356
Change-13,356 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,927
Change-12,927 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 12,821
Change-12,821 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,603
Change-12,603 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,759
Change-11,759 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 11,168
Change-11,168 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 10,874
Change-10,874 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 10,227
Change-10,227 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 765
Change-765 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Motco
N/A
Shares— from 537
Change-537 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 497
Change-497 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 322
Change-322 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 272
Change-272 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 237
Change-237 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Mondrian Investment Partners LTD
DECREASED47,314,25549,945,225-2,630,970-5%$291.2M$266.4M-$24.8M2026-10-23
Citigroup Inc
DECREASED15,719,45816,746,452-1,026,994-6%$97.6M$88.5M-$9.1M2026-11-04
Dimensional Fund Advisors LP
INCREASED12,882,44612,861,050+21,396+0%$75.0M$72.5M-$2.5M2026-11-04
Fisher Asset Management, LLC
DECREASED12,640,65421,504,433-8,863,779-41%$125.4M$71.2M-$54.2M2026-11-06
Assetmark, Inc
INCREASED5,092,0894,635,820+456,269+10%$27.0M$28.7M+$1.6M2026-10-21
Crossmark Global Holdings, Inc.
DECREASED4,580,2414,844,087-263,846-5%$28.2M$25.8M-$2.5M2026-10-21
ABC Arbitrage SA
DECREASED2,961,3985,689,418-2,728,020-48%$33.2M$16.7M-$16.5M2026-10-23
LPL Financial LLC
INCREASED2,457,7142,337,659+120,055+5%$13.6M$13.8M+$208.4K2026-11-06
Creative Planning
INCREASED1,609,8301,531,629+78,201+5%$8.9M$9.1M+$133.9K2026-11-02
Ethic Inc.
INCREASED1,492,3491,439,559+52,790+4%$8.4M$8.4M+$9.3K2026-11-03
TD Waterhouse Canada Inc.
DECREASED1,480,8761,494,395-13,519-1%$8.8M$8.0M-$806.1K2026-10-16
Eagle Global Advisors LLC
UNCHANGED1,290,0001,290,00000%$7.5M$7.3M-$258.0K2026-11-02
Henry James International Management Inc.
DECREASED1,157,0681,157,361-2930%$6.7M$6.5M-$233.1K2026-10-14
Ritholtz Wealth Management
DECREASED1,034,8901,095,240-60,350-6%$6.4M$5.8M-$558.8K2026-11-05
Gradient Investments LLC
DECREASED1,019,5141,038,552-19,038-2%$6.1M$5.7M-$314.9K2026-10-08
Bank of New York Mellon Corp
INCREASED988,923958,770+30,153+3%$5.6M$5.6M-$22.0K2026-11-05
Russell Investments Group, Ltd.
INCREASED783,526476,310+307,216+65%$2.8M$4.4M+$1.6M2026-11-06
PNC Financial Services Group, Inc.
INCREASED545,908527,979+17,929+3%$3.1M$3.1M-$4.7K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED545,469552,552-7,083-1%$3.2M$3.1M-$150.4K2026-10-27
US Bancorp \de\
DECREASED533,549630,200-96,651-15%$3.7M$3.0M-$670.2K2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED522,1571,419,244-897,087-63%$8.3M$2.9K-$8.3M2026-10-22
Royal Palms Capital LLC
INCREASED471,161374,661+96,500+26%$2.2M$2.7M+$468.4K2026-10-23
HF Advisory Group, LLC
INCREASED453,004445,833+7,171+2%$2.6M$2.6M-$48.8K2026-10-09
Jcic Asset Management Inc.
INCREASED433,158416,850+16,308+4%$2.1M$2.4M+$341.9K2026-10-30
Atria Investments, Inc
INCREASED426,004362,695+63,309+17%$2.1M$2.4M+$283.9K2026-10-15
Truist Financial Corp
INCREASED423,149407,867+15,282+4%$2.4M$2.4M+$4.5K2026-10-30
Compound Planning, Inc.
INCREASED421,776415,779+5,997+1%$2.4M$2.4M-$49.4K2026-11-05
Factory Mutual Insurance Co
UNCHANGED400,442400,44200%$2.3M$2.3M-$80.1K2026-10-30
Lockheed Martin Investment Management Co
DECREASED390,000408,270-18,270-4%$2.4M$2.2M-$184.5K2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED368,932376,318-7,386-2%$2.2M$2.1M-$116.9K2026-11-05
Equitable Trust Co
DECREASED367,548379,030-11,482-3%$2.2M$2.1M-$140.5K2026-10-13
Park Avenue Securities LLC
DECREASED329,429336,738-7,309-2%$2.0M$1.9K-$2.0M2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED326,950278,900+48,050+17%$1.6M$1.8M+$214.7K2026-10-22
Quadrant Capital Group LLC
DECREASED321,413321,802-3890%$1.9M$1.8M-$108.3K2026-10-20
Cookson Peirce & Co Inc
DECREASED299,684307,663-7,979-3%$1.8M$1.7M-$106.5K2026-10-30
Signaturefd, LLC
DECREASED296,610301,587-4,977-2%$1.8M$1.7M-$88.3K2026-10-23
Vise Technologies, Inc.
INCREASED252,259151,998+100,261+66%$886.1K$1.4M+$534.1K2026-10-29
Choreo, LLC
INCREASED246,856238,666+8,190+3%$1.4M$1.4M-$1.6K2026-10-28
Revisor Wealth Management LLC
DECREASED241,044243,650-2,606-1%$1.4M$1.3M-$81.4K2026-10-20
CIBC Asset Management Inc
INCREASED235,515222,424+13,091+6%$1.3M$1.3M+$29.2K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED232,746215,474+17,272+8%$1.3M$1.3M+$54.1K2026-10-14
Keybank National Association
INCREASED231,266225,147+6,119+3%$1.3M$1.3M-$10.6K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED214,473199,490+14,983+8%$1.2M$1.2M-$35.7K2026-11-04
Aaron Wealth Advisors LLC
INCREASED208,305196,676+11,629+6%$1.1M$1.2M+$26.1K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED203,297178,949+24,348+14%$1.1M$1.1M+$20.0K2026-10-13
Savant Capital, LLC
INCREASED192,489129,224+63,265+49%$704.3K$1.1M+$379.4K2026-11-06
Kathmere Capital Management, LLC
INCREASED188,790184,422+4,368+2%$1.1M$1.1M-$12.3K2026-10-20
Legacy Wealth Asset Management, LLC
DECREASED168,754172,636-3,882-2%$1.0M$950.1K-$56.4K2026-10-09
Marino, Stram & Associates LLC
INCREASED167,090152,911+14,179+9%$891.5K$940.7K+$49.2K2026-10-22
Pinnacle Associates LTD
UNCHANGED166,048166,04800%$968.1K$934.9K-$33.2K2026-10-20
Gibbs Wealth Management
INCREASED165,621141,785+23,836+17%$826.6K$932.4K+$105.8K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED143,073128,079+14,994+12%$747.0K$805-$746.2K2026-11-02
Greenspring Advisors, LLC
INCREASED124,09661,884+62,212+101%$360.8K$698.7K+$337.9K2026-11-05
Evergreen Capital Management LLC
DECREASED116,954117,638-684-1%$685.8K$658.5K-$27.4K2026-10-23
Apollon Wealth Management, LLC
INCREASED116,297110,702+5,595+5%$645.4K$654.8K+$9.4K2026-10-23
Commonwealth Equity Services, LLC
INCREASED111,84179,810+32,031+40%$465.3K$629.7K+$164.4K2026-11-02
May Hill Capital, LLC
INCREASED110,796107,244+3,552+3%$625.2K$623.8K-$1.5K2026-11-03
Edge Wealth Management LLC
UNCHANGED110,000110,00000%$641.3K$619.8K-$21.5K2026-10-13
Farther Finance Advisors, LLC
INCREASED109,37695,017+14,359+15%$553.7K$615.8K+$62.1K2026-10-08
Personal CFO Solutions, LLC
DECREASED108,497120,012-11,515-10%$699.7K$610.8K-$88.8K2026-11-06
Aprio Wealth Management, LLC
DECREASED107,827108,247-4200%$631.1K$607.1K-$24.0K2026-10-28
MGO One Seven LLC
DECREASED104,008110,143-6,135-6%$642.1K$585.6K-$56.6K2026-10-28
Gamma Investing LLC
INCREASED102,73995,365+7,374+8%$556.0K$578.4K+$22.4K2026-10-08
HB Wealth Management, LLC
INCREASED101,13189,313+11,818+13%$520.7K$569.4K+$48.7K2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED92,51386,505+6,008+7%$513.0K$500.5K-$12.5K2026-10-21
Blue Trust, Inc.
DECREASED92,134124,503-32,369-26%$725.9K$518.7K-$207.1K2026-10-15
Eagle Rock Investment Company, LLC
DECREASED91,70093,759-2,059-2%$546.6K$516.3K-$30.3K2026-10-21
Merit Financial Group, LLC
INCREASED89,87266,123+23,749+36%$385.5K$506.0K+$120.5K2026-11-06
Abel Hall, LLC
INCREASED89,44389,084+359+0%$519.4K$503.6K-$15.8K2026-10-19
Brookstone Capital Management
INCREASED86,28786,064+223+0%$501.8K$485.8K-$16.0K2026-10-22
Cypress Wealth Services, LLC
DECREASED85,88688,676-2,790-3%$517.0K$477.5K-$39.5K2026-10-21
Ascent Group, LLC
INCREASED83,95063,998+19,952+31%$373.1K$472.6K+$99.5K2026-10-30
Parallel Advisors, LLC
INCREASED83,38480,390+2,994+4%$468.7K$469.5K+$7752026-11-03
EverSource Wealth Advisors, LLC
INCREASED81,02966,821+14,208+21%$389.6K$456.2K+$66.6K2026-11-04
William John Sempolinski
INCREASED74,82073,020+1,800+2%$425.7K$421.2K-$4.5K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED72,35468,395+3,959+6%$398.7K$407.4K+$8.6K2026-10-22
Kestra Advisory Services, LLC
INCREASED71,64855,947+15,701+28%$326.2K$403.4K+$77.2K2026-11-02
LVW Advisors, LLC
DECREASED69,63384,234-14,601-17%$491.1K$392.0K-$99.1K2026-10-19
Anchyra Partners LLC
INCREASED68,76655,091+13,675+25%$321.2K$387.2K+$66.0K2026-10-13
TD Private Client Wealth LLC
DECREASED66,03774,317-8,280-11%$433.3K$371.8K-$61.5K2026-10-28
Portside Wealth Group, LLC
INCREASED65,69654,931+10,765+20%$320.2K$369.9K+$49.6K2026-10-20
SmartHarvest Portfolios, LLC
DECREASED65,08367,195-2,112-3%$391.7K$366.4K-$25.3K2026-10-26
Gallacher Capital Management LLC
DECREASED64,852107,239-42,387-40%$625.2K$365.1K-$260.1K2026-10-30
Natural Investments, LLC
INCREASED64,69762,531+2,166+3%$364.0K$364.2K+$2452026-11-06
Indivisible Partners
INCREASED63,63257,308+6,324+11%$334.1K$358.2K+$24.1K2026-10-26
PDS Planning, Inc
INCREASED63,58862,979+609+1%$367.2K$358.0K-$9.2K2026-11-03
Alliance Wealth Advisors, LLC
DECREASED62,74062,830-900%$366.3K$353.2K-$13.1K2026-10-14
Trust Point Inc.
DECREASED61,62865,773-4,145-6%$383.5K$347.0K-$36.5K2026-10-27
Xponance LLC
INCREASED61,42154,428+6,993+13%$317.3K$345.8K+$28.5K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED60,77560,114+661+1%$350.5K$342.2K-$8.3K2026-10-27
Frank, Rimerman Advisors LLC
DECREASED60,13162,569-2,438-4%$364.8K$338.5K-$26.2K2026-10-16
Lido Advisors, LLC
INCREASED59,03858,020+1,018+2%$338.3K$332.4K-$5.9K2026-11-04
Valeo Financial Advisors, LLC
INCREASED58,98254,451+4,531+8%$317.4K$332.1K+$14.6K2026-10-08
Oppenheimer & Co Inc
INCREASED57,51426,997+30,517+113%$157.4K$323.8K+$166.4K2026-10-26
Allworth Financial LP
INCREASED56,49756,341+156+0%$328.5K$329.4K+$9102026-11-06
HUB Investment Partners, LLC
INCREASED55,85453,086+2,768+5%$309.5K$314.5K+$5.0K2026-11-03
Cape Investment Advisory, Inc.
DECREASED55,23057,334-2,104-4%$334.3K$310.9K-$23.3K2026-10-13
Five Oceans Advisors
UNCHANGED54,79154,79100%$319.4K$308.5K-$11.0K2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED54,56858,725-4,157-7%$342.4K$307.2K-$35.1K2026-10-26
Brighton Jones LLC
INCREASED53,52849,887+3,641+7%$290.8K$301.4K+$10.5K2026-11-03
First Affirmative Financial Network
NEW52,806—+52,806——$297.3K—2026-10-21
71 West Capital Partners
INCREASED51,92951,467+462+1%$300.1K$292.4K-$7.7K2026-11-04
D.A. Davidson & Co.
INCREASED51,30350,123+1,180+2%$292.2K$288.8K-$3.4K2026-10-28
MQS Management LLC
NEW48,818—+48,818——$274.8K—2026-11-06
Perigon Wealth Management, LLC
INCREASED48,05147,158+893+2%$274.9K$270.5K-$4.4K2026-10-22
Clearstead Advisors, LLC
INCREASED47,83447,258+576+1%$275.5K$269.3K-$6.2K2026-11-06
Sage Rhino Capital LLC
DECREASED47,36349,529-2,166-4%$288.8K$266.7K-$22.1K2026-10-28
Purkiss Capital Advisors LLC
INCREASED45,74745,456+291+1%$265.0K$257.6K-$7.5K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED45,42850,977-5,549-11%$297.2K$255.8K-$41.4K2026-10-16
Riversedge Advisors, LLC
INCREASED44,66339,409+5,254+13%$229.8K$251.5K+$21.7K2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED43,98837,676+6,312+17%$219.7K$247.7K+$28.0K2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED43,48443,390+94+0%$253.0K$244.8K-$8.1K2026-10-20
IFP Advisors, Inc
INCREASED42,76742,429+338+1%$247.4K$240.8K-$6.6K2026-10-16
Chicago Trust Co NA
UNCHANGED42,00042,00000%$244.9K$236.5K-$8.4K2026-10-28
Cromwell Holdings LLC
UNCHANGED41,92441,92400%$244.4K$236.0K-$8.4K2026-10-28
Angeles Wealth Management, LLC
DECREASED40,93841,818-880-2%$243.8K$230.5K-$13.3K2026-10-26
Cooper Financial Group
INCREASED40,74238,086+2,656+7%$222.0K$229.4K+$7.3K2026-10-07
Dynamic Advisor Solutions LLC
INCREASED39,73214,256+25,476+179%$83.1K$223.7K+$140.6K2026-10-13
Diversify Advisory Services, LLC
INCREASED39,58421,049+18,535+88%$129.0K$216.5K+$87.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED39,58421,049+18,535+88%$129.0K$216.5K+$87.5K2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED38,15037,283+867+2%$217.4K$214.8K-$2.6K2026-11-04
Old National Bancorp
INCREASED36,06535,947+118+0%$209.6K$203.0K-$6.5K2026-10-20
Fifth Third Bancorp
INCREASED35,55732,573+2,984+9%$189.9K$200.2K+$10.3K2026-11-05
SYM Financial Corp
INCREASED32,72023,958+8,762+37%$139.7K$184.2K+$44.5K2026-10-26
Granite Group Advisors, LLC
UNCHANGED32,01832,01800%$186.7K$180.3K-$6.4K2026-10-14
Platform Technology Partners
INCREASED31,40831,345+63+0%$182.7K$176.8K-$5.9K2026-11-02
Sanders Capital, LLC
NEW30,900—+30,900——$174.0K—2026-11-02
Yousif Capital Management, LLC
DECREASED30,43335,313-4,880-14%$205.9K$171.3K-$34.5K2026-10-22
Cardinal Point Capital Management ULC
INCREASED29,66624,987+4,679+19%$145.7K$167.0K+$21.3K2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
INCREASED29,50528,491+1,014+4%$166.1K$166.1K+$102026-10-22
Traveka Wealth, LLC
INCREASED28,30126,401+1,900+7%$153.9K$159.3K+$5.4K2026-10-19
Avior Wealth Management, LLC
INCREASED27,20326,128+1,075+4%$152.3K$153.2K+$8272026-10-13
Stronghold Wealth Management L.L.C.
INCREASED27,11026,618+492+2%$155.2K$152.6K-$2.6K2026-10-16
Ariadne Wealth Management, LP
UNCHANGED26,38126,38100%$153.8K$148.5K-$5.3K2026-11-06
Advisors Management Group Inc
UNCHANGED25,69125,69100%$149.0K$144-$148.9K2026-11-05
Wedmont Private Capital
DECREASED25,61127,983-2,372-8%$167.9K$137.8K-$30.1K2026-10-09
ProVise Management Group, LLC
INCREASED25,46725,411+56+0%$148.1K$143.4K-$4.8K2026-11-06
Retirement Planning Co of New England, Inc.
INCREASED25,13524,880+255+1%$145.1K$141.5K-$3.5K2026-10-15
Crumly & Associates Inc.
INCREASED25,08324,754+329+1%$144.3K$141.2K-$3.1K2026-10-07
Meriwether Wealth & Planning, LLC
DECREASED24,80126,246-1,445-6%$153.0K$139.6K-$13.4K2026-10-13
Paladin Wealth, LLC
INCREASED24,77323,982+791+3%$139.8K$139.5K-$3452026-10-23
Versant Capital Management, Inc
INCREASED24,53354+24,479+45331%$315$138.1K+$137.8K2026-10-02
Livet Wealth, LLC
INCREASED24,22623,419+807+3%$136.5K$136.4K-$1412026-10-27
V-Square Quantitative Management LLC
DECREASED24,10225,152-1,050-4%$146.6K$135.7K-$10.9K2026-10-15
Florida Trust Wealth Management Co
UNCHANGED23,79723,79700%$138.7K$134.0K-$4.8K2026-11-05
Prospera Financial Services Inc
DECREASED23,76127,768-4,007-14%$161.9K$118.8K-$43.1K2026-11-04
PFG Advisors
UNCHANGED23,67023,67000%$138.0K$133.3K-$4.7K2026-10-16
Sky Investment Group LLC
NEW23,200—+23,200——$130.6K—2026-10-30
Wedbush Securities Inc
INCREASED22,23217,241+4,991+29%$101.0K$125-$100.9K2026-10-22
55 North Private Wealth, LLC
INCREASED22,19522,007+188+1%$128.3K$125.0K-$3.3K2026-10-20
Impact Capital Partners LLC
INCREASED21,77521,142+633+3%$123.3K$122.6K-$6652026-10-22
D'Orazio & Associates, Inc.
INCREASED21,70020,846+854+4%$121.5K$122.2K+$6382026-11-04
Fiduciary Financial Group, LLC
INCREASED21,47818,028+3,450+19%$105.1K$120.9K+$15.8K2026-10-13
Curated Wealth Partners LLC
UNCHANGED21,35321,35300%$124.5K$120.2K-$4.3K2026-10-15
Virtue Capital Management, LLC
DECREASED21,19621,289-930%$124.1K$119.3K-$4.8K2026-10-29
Breakwater Capital Group
DECREASED20,93621,006-700%$122.5K$117.9K-$4.6K2026-10-09
First Horizon Corp
DECREASED20,85621,642-786-4%$126.2K$117.4K-$8.8K2026-10-26
First Command Advisory Services, Inc.
INCREASED20,47514,837+5,638+38%$86.5K$115.3K+$28.8K2026-11-05
Axxcess Wealth Management, LLC
DECREASED20,35140,065-19,714-49%$233.6K$114.6K-$119.0K2026-10-21
VestGen Advisors, LLC
INCREASED20,14015,920+4,220+27%$92.8K$113.4K+$20.6K2026-10-27
Unique Wealth Strategies, LLC
UNCHANGED20,09720,09700%$117.2K$117.2K$02026-10-13
Baron Wealth Management LLC
INCREASED19,97317,301+2,672+15%$100.9K$112.5K+$11.6K2026-10-27
Centurion Wealth Management LLC
DECREASED19,83719,892-550%$116.0K$111.7K-$4.3K2026-10-13
SteelPeak Wealth, LLC
INCREASED19,78118,859+922+5%$109.9K$111.4K+$1.4K2026-10-16
AlphaCore Capital LLC
INCREASED19,23118,405+826+4%$107.3K$108.3K+$9702026-11-04
Thrivent Financial for Lutherans
INCREASED19,03018,733+297+2%$109.0K$103-$108.9K2026-11-05
Brucke Financial, Inc.
NEW18,955—+18,955——$106.7K—2026-10-23
Baldwin Wealth Partners LLC
DECREASED18,55122,970-4,419-19%$133.9K$104.4K-$29.5K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED17,96612,135+5,831+48%$69.8K$101.1K+$31.4K2026-10-13
Soltis Investment Advisors LLC
INCREASED17,90410,189+7,715+76%$59.4K$100.8K+$41.4K2026-10-28
Tanager Wealth Management LLP
NEW17,882—+17,882——$100.7K—2026-10-19
Lazari Capital Management, Inc.
DECREASED17,79717,949-152-1%$104.6K$100.2K-$4.4K2026-10-20
XXI Wealth, LLC
DECREASED16,72117,538-817-5%$102.2K$94.1K-$8.1K2026-10-22
RMR Wealth Builders
INCREASED16,70316,258+445+3%$94.8K$94.0K-$7482026-10-22
Seven Mile Advisory
DECREASED16,69017,218-528-3%$100.4K$94.0K-$6.4K2026-10-22
Aspiriant, LLC
INCREASED16,42514,070+2,355+17%$82.0K$92.5K+$10.4K2026-10-16
Intergy Private Wealth, LLC
INCREASED16,29716,165+132+1%$94.2K$91.8K-$2.5K2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED16,05714,735+1,322+9%$85.9K$90.4K+$4.5K2026-10-16
Crestwood Advisors Group, LLC
DECREASED15,99117,283-1,292-7%$100.8K$90.0K-$10.7K2026-10-27
SBI Securities Co., Ltd.
INCREASED15,84015,599+241+2%$90.9K$89.2K-$1.8K2026-10-22
Triad Wealth Partners, LLC
INCREASED15,75010,097+5,653+56%$63.2K$88.7K+$25.5K2026-10-26
Root Financial Partners, LLC
INCREASED15,74412,518+3,226+26%$73.0K$88.6K+$15.7K2026-10-21
August Group Capital Ltd
INCREASED15,53815,158+380+3%$88.4K$87.5K-$8922026-10-14
Sowell Financial Services LLC
INCREASED15,41513,278+2,137+16%$77.4K$86.8K+$9.4K2026-10-23
Kaufman Rossin Wealth, LLC
NEW15,389—+15,389——$86.6K—2026-10-19
Resonant Capital Advisors, LLC
INCREASED15,36515,323+42+0%$89.3K$86.5K-$2.8K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED15,32110,956+4,365+40%$63.9K$86.3K+$22.4K2026-10-21
Larson Financial Group LLC
INCREASED15,0556,949+8,106+117%$40.5K$84.8K+$44.3K2026-11-05
Impact Investors, Inc
INCREASED14,99813,770+1,228+9%$80.3K$84.4K+$4.2K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED14,90912,960+1,949+15%$75.6K$83.9K+$8.4K2026-10-08
Blvd Private Wealth, LLC
UNCHANGED14,87914,87900%$86.7K$83.8K-$3.0K2026-10-14
Klingman & Associates, LLC
INCREASED14,72713,281+1,446+11%$77.4K$82.9K+$5.5K2026-10-20
Park National Corp
DECREASED14,54114,623-82-1%$85.3K$81.9K-$3.4K2026-10-05
J.W. Cole Advisors, Inc.
DECREASED14,46915,442-973-6%$90.0K$81.5K-$8.6K2026-11-05
Moody National Bank Trust Division
UNCHANGED14,40514,40500%$84.0K$81.1K-$2.9K2026-10-06
Certuity, LLC
UNCHANGED14,28714,28700%$83.3K$80.4K-$2.9K2026-11-02
Uniting Wealth Partners, LLC
INCREASED14,11610,759+3,357+31%$62.7K$79.5K+$16.7K2026-11-06
LifeGoal Investments, LLC
NEW13,989—+13,989——$78.8K—2026-10-09
SVB Wealth LLC
DECREASED13,62113,964-343-2%$81.4K$76.7K-$4.7K2026-11-06
James Hambro & Partners LLP
UNCHANGED13,47313,47300%$78.6K$76.1K-$2.6K2026-10-19
Opal Wealth Advisors, LLC
DECREASED13,42514,139-714-5%$82.4K$75.6K-$6.8K2026-10-16
Advisor OS, LLC
INCREASED13,19310,953+2,240+20%$63.9K$74.3K+$10.4K2026-11-03
Great Diamond Partners, LLC
UNCHANGED13,04113,04100%$76.0K$73.4K-$2.6K2026-10-13
Beverly Hills Private Wealth, LLC
NEW13,010—+13,010——$73.2K—2026-11-04
Romano Brothers and Company
NEW13,000—+13,000——$73.2K—2026-10-22
Investment Research Partners LLC
UNCHANGED12,96112,96100%$75.6K$73.0K-$2.6K2026-10-19
Avail Investment Partners, LLC
UNCHANGED12,96112,96100%$75.6K$73.0K-$2.6K2026-10-16
Capital Asset Advisory Services LLC
DECREASED12,75416,336-3,582-22%$95.2K$68.6K-$26.6K2026-10-30
First Pacific Financial
INCREASED12,63512,451+184+1%$72.6K$71.1K-$1.5K2026-10-14
Facet Wealth, Inc.
DECREASED12,58016,021-3,441-21%$93.4K$70.8K-$22.6K2026-11-04
HBK Sorce Advisory LLC
DECREASED12,39013,054-664-5%$81.6K$64.2K-$17.4K2026-11-06
Foster Group, Inc.
UNCHANGED12,37612,37600%$72.2K$69.7K-$2.5K2026-10-13
Aletheian Wealth Advisors LLC
INCREASED12,37212,114+258+2%$70.6K$69.7K-$9712026-10-08
RBA Wealth Management, LLC
NEW12,350—+12,350——$69.5K—2026-10-28
Diversified Enterprises, LLC
INCREASED12,19811,992+206+2%$69.9K$68.7K-$1.2K2026-10-19
Vann Equity Management LLC
DECREASED12,04613,290-1,244-9%$77.5K$67.8K-$9.7K2026-10-08
Everhart Financial Group, Inc.
INCREASED12,04011,499+541+5%$67.0K$67.8K+$7462026-10-08
Simplex Trading, LLC
DECREASED11,891136,385-124,494-91%$795.1K$66.9K-$728.2K2026-11-04
FAI Advisors, Inc.
INCREASED11,88410,422+1,462+14%$60.8K$66.9K+$6.1K2026-10-27
RFG Advisory, LLC
DECREASED11,78913,981-2,192-16%$81.5K$66.4K-$15.1K2026-11-03
Carter Financial Group, Inc.
INCREASED11,73510,013+1,722+17%$58.4K$66.1K+$7.7K2026-10-21
Owl Creek Wealth Partners LLC
INCREASED11,29910,807+492+5%$63.0K$63.6K+$6092026-10-20
Cypress Capital Group
UNCHANGED10,93010,93000%$63.7K$61.5K-$2.2K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED10,92210,92200%$64.4K$61.5K-$2.9K2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED10,69410,69400%$62.3K$60.2K-$2.1K2026-10-20
Hoxton Planning & Management, LLC
UNCHANGED10,65710,65700%$62.1K$60.0K-$2.1K2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED10,54110,143+398+4%$59.1K$59.3K+$2122026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED10,48410,663-179-2%$62.2K$59.0K-$3.1K2026-10-16
Enterprise Financial Services Corp
UNCHANGED10,00910,00900%$58.4K$56.4K-$2.0K2026-11-03
Shepherd Financial Partners LLC
UNCHANGED10,00010,00000%$58.3K$56.3K-$2.0K2026-11-03
Latitude Advisors, LLC
NEW9,889—+9,889——$55.7K—2026-10-27
True Wealth Design, LLC
UNCHANGED9,4789,47800%$55.3K$53.4K-$1.9K2026-10-13
Mather Group, Llc.
INCREASED9,4398,512+927+11%$49.6K$53.1K+$3.5K2026-10-14
Trust Co of Toledo NA
UNCHANGED9,4159,41500%$54.9K$53.0K-$1.9K2026-10-16
Manchester Capital Management LLC
UNCHANGED8,1638,16300%$47.6K$46.0K-$1.6K2026-10-22
Parkside Financial Bank & Trust
INCREASED7,8387,586+252+3%$44.2K$44.1K-$992026-10-27
Eastern Bank
NEW7,666—+7,666——$43.2K—2026-10-05
James T. Borello RIA
UNCHANGED7,2217,22100%$42.1K$40.7K-$1.4K2026-10-16
Concord Wealth Partners
DECREASED7,1587,176-180%$41.8K$40.3K-$1.5K2026-11-02
Hilton Head Capital Partners, LLC
DECREASED6,95514,521-7,566-52%$84.7K$39.2K-$45.5K2026-10-23
Westside Investment Management, Inc.
UNCHANGED6,4066,40600%$37.3K$35.2K-$2.1K2026-11-02
SJS Investment Consulting Inc.
UNCHANGED5,8015,80100%$33.8K$32.7K-$1.2K2026-10-26
Guardian Partners Inc.
NEW5,600—+5,600——$31.5K—2026-10-21
KFG LLC
NEW5,118—+5,118——$28.8K—2026-11-02
Addison Advisors LLC
INCREASED5,0594,821+238+5%$28.1K$28.5K+$3762026-11-06
Provenance Wealth Advisors, LLC
NEW4,885—+4,885——$27.5K—2026-10-30
Silver Grove Financial Group, Inc.
INCREASED4,7763,768+1,008+27%$22.0K$26.9K+$4.9K2026-11-05
Barclays PLC
NEW4,770—+4,770——$26.9K—2026-11-06
Private Trust Co NA
UNCHANGED4,7644,76400%$27.8K$26.8K-$9532026-10-20
Financial Network Wealth Advisors LLC
INCREASED4,6412,196+2,445+111%$12.8K$26.1K+$13.3K2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED4,2094,20900%$24.5K$23.7K-$8422026-11-03
Fairscale Capital, LLC
UNCHANGED3,9763,97600%$23.2K$19.9K-$3.3K2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED3,8833,88300%$22.6K$21.9K-$7762026-11-05
West Financial Advisors, LLC
NEW3,762—+3,762——$21.2K—2026-10-22
Bare Financial Services, Inc
INCREASED3,6103,134+476+15%$18.3K$20.3K+$2.1K2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED3,4283,42800%$20.0K$19.3K-$6862026-10-16
Princeton Global Asset Management LLC
UNCHANGED3,0003,00000%$17.5K$16.9K-$6002026-10-21
Harbor Asset Planning, Inc.
UNCHANGED2,9402,94000%$17.1K$16.6K-$5882026-10-23
Bayforest Capital Ltd
NEW2,889—+2,889——$16.3K—2026-11-03
UMB Bank, n.a.
UNCHANGED2,8042,80400%$16.3K$15.8K-$5602026-11-06
Creative Financial Designs Inc
UNCHANGED2,7862,78600%$16.2K$15.7K-$5572026-11-04
Bell Investment Advisors, Inc
INCREASED2,6112,461+150+6%$14.3K$14.7K+$3522026-10-29
Essential Partners LLC
UNCHANGED2,5792,57900%$15.0K$14.5K-$5162026-10-14
Signature Equity Partners, LLC
INCREASED2,4881,770+718+41%$10.3K$14.0K+$3.7K2026-10-29
Proathlete Wealth Management LLC
NEW2,474—+2,474——$13.9K—2026-10-15
Planning Strategies Inc.
INCREASED2,4392,045+394+19%$11.9K$13.7K+$1.8K2026-10-02
Highline Wealth Partners LLC
INCREASED2,2751,326+949+72%$7.7K$12.8K+$5.1K2026-10-19
Nisa Investment Advisors, LLC
UNCHANGED2,0472,04700%$11.9K$11.5K-$4092026-10-20
Retirement Wealth Solutions LLC
DECREASED1,8161,939-123-6%$11.3K$10.2K-$1.1K2026-10-07
Financial Consulate, Inc
INCREASED1,7771,606+171+11%$9.4K$10.0K+$6422026-10-23
Financial Freedom, LLC
NEW1,656—+1,656——$9.3K—2026-11-06
City State Bank
NEW1,637—+1,637——$9.2K—2026-10-20
Grove Bank & Trust
INCREASED1,631307+1,324+431%$1.8K$9.2K+$7.4K2026-10-08
Zions Bancorporation, National Association
DECREASED1,3291,391-62-4%$8.1K$7.5K-$6282026-11-06
New England Capital Financial Advisors LLC
UNCHANGED1,3191,31900%$7.7K$7.4K-$2642026-11-03
Fortitude Family Office, LLC
DECREASED1,2761,279-30%$7.5K$7.2K-$2732026-10-14
Livelsberger Financial Advisory
NEW1,256—+1,256——$7.1K—2026-10-28
Montag A & Associates Inc
NEW1,182—+1,182——$6.7K—2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED1,1741,184-10-1%$6.9K$6.6K-$2932026-10-23
Ascentis Wealth Management, LLC
NEW1,149—+1,149——$6.5K—2026-11-03
GK Wealth Management LLC
NEW1,129—+1,129——$6.4K—2026-10-09
UMB Private Wealth Management, LLC
NEW1,123—+1,123——$6.3K—2026-10-19
Caitong International Asset Management Co., Ltd
DECREASED1,03716,197-15,160-94%$94.4K$5.8K-$88.6K2026-10-29
Hilltop National Bank
UNCHANGED1,0001,00000%$5.8K$5.6K-$2002026-10-14
Kozak & Associates, Inc.
UNCHANGED95195100%$5.6K$5.2K-$3802026-10-29
CX Institutional
INCREASED880868+12+1%$5$5$02026-10-02
Nemes Rush Group LLC
UNCHANGED81281200%$4.7K$4.6K-$1622026-11-04
Spire Wealth Management
UNCHANGED80080000%$4.7K$4.5K-$1602026-10-30
Independence Bank of Kentucky
UNCHANGED77377300%$4.5K$4.4K-$1552026-10-26
Jnba Financial Advisors
UNCHANGED77377300%$4.5K$4.4K-$1552026-11-03
Rossby Financial, LCC
UNCHANGED73873800%$4.3K$4.2K-$1482026-11-05
Triumph Capital Management
UNCHANGED73373300%$4.3K$4.1K-$1462026-10-14
North Star Investment Management Corp.
UNCHANGED73173100%$4.3K$4.1K-$1462026-10-27
Financial Management Professionals, Inc.
UNCHANGED72072000%$4.2K$4.1K-$1442026-10-23
Markowski Investments
UNCHANGED71771700%$4.2K$4.0K-$1432026-10-30
Gleason Group, Inc.
UNCHANGED70770700%$4.1K$4.0K-$1422026-10-15
American Capital Advisory, LLC
UNCHANGED69269200%$4.0K$3.9K-$1392026-10-28
Jacobi Capital Management LLC
NEW629—+629——$3.5K—2026-11-05
Abound Wealth Management
UNCHANGED61061000%$3.6K$3.4K-$1222026-10-26
Tounjian Advisory Partners, LLC
UNCHANGED59559500%$3.5K$3.4K-$1192026-11-04
Physician Wealth Advisors, Inc.
INCREASED527443+84+19%$2.6K$3.0K+$3852026-10-20
MV Capital Management, Inc.
INCREASED521494+27+5%$2.9K$2.9K+$532026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED43843800%$2.6K$2.5K-$882026-10-21
Burk Holdings LLC
UNCHANGED42742700%$2.5K$2.4K-$852026-11-05
Central Trust Co
UNCHANGED42142100%$2.5K$2.4K-$842026-11-05
Horizon Financial Services, LLC
DECREASED313810-497-61%$4.7K$1.8K-$3.0K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED25325300%$1.5K$1.4K-$512026-11-04
WPG Advisers, LLC
UNCHANGED22322300%$1.3K$1.3K-$452026-10-27
Monetary Solutions, Ltd
INCREASED207125+82+66%$729$1.2K+$4362026-10-22
Key Capital Management, Inc
NEW159—+159——$895—2026-11-03
Godsey & Gibb, Inc
NEW154—+154——$868—2026-10-14
Lanark Financial, Inc.
DECREASED1541,738-1,584-91%$10.1K$866-$9.3K2026-10-26
Center for Financial Planning, Inc.
NEW142—+142——$799—2026-10-26
Trust Co of Vermont
NEW142—+142——$799—2026-10-21
Arlington Trust Co LLC
UNCHANGED14014000%$816$788-$282026-10-20
Mosley Wealth Management
UNCHANGED13113100%$764$717-$472026-10-16
Trust Co
UNCHANGED10710700%$624$602-$222026-10-09
StrongBox Wealth, LLC
NEW98—+98——$552—2026-11-02
Decker Retirement Planning Inc.
UNCHANGED939300%$545$526-$192026-10-19
GHP Investment Advisors, Inc.
UNCHANGED898900%$519$502-$172026-10-15
CoreCap Advisors, LLC
DECREASED86172-86-50%$1.0K$484-$5192026-10-08
Gilpin Wealth Management, LLC
NEW84—+84——$473—2026-10-09
Y-Intercept (Hong Kong) Ltd
CLOSED01,261,414-1,261,414-100%$7.4M$0-$7.4M2026-10-16
Capricorn Fund Managers Ltd
CLOSED0450,000-450,000-100%$2.6M$0-$2.6M2026-11-03
FDx Advisors, Inc.
CLOSED065,252-65,252-100%$380.0K$0-$380.0K2026-11-05
CPA Asset Management Group, LLC
CLOSED023,185-23,185-100%$135.2K$0-$135.2K2026-10-26
R Squared Ltd
CLOSED022,156-22,156-100%$129.2K$0-$129.2K2026-11-06
Mission Wealth Management, LP
CLOSED020,584-20,584-100%$120.0K$0-$120.0K2026-10-15
Providence First Trust Co
CLOSED016,770-16,770-100%$97.8K$0-$97.8K2026-11-02
Greenleaf Trust
CLOSED013,447-13,447-100%$78.4K$0-$78.4K2026-10-29
Legacy Advisors, LLC
CLOSED012,874-12,874-100%$75.1K$0-$75.1K2026-10-19
GC Wealth Management RIA, LLC
CLOSED011,220-11,220-100%$65.4K$0-$65.4K2026-11-02
Salem Investment Counselors Inc
CLOSED07,000-7,000-100%$40.8K$0-$40.8K2026-10-13
Cornerstone Planning Group LLC
CLOSED05,203-5,203-100%$31.9K$0-$31.9K2026-10-16
AdvisorNet Financial, Inc
CLOSED01,368-1,368-100%$8.0K$0-$8.0K2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED0575-575-100%$3.4K$0-$3.4K2026-11-04
DecisionPoint Financial, LLC
CLOSED0500-500-100%$3.0K$0-$3.0K2026-10-27
Whipplewood Advisors, LLC
CLOSED0490-490-100%$2.9K$0-$2.9K2026-10-20
West Paces Advisors Inc.
CLOSED0388-388-100%$2.3K$0-$2.3K2026-10-13
Trifecta Capital Advisors, LLC
CLOSED0270-270-100%$1.6K$0-$1.6K2026-10-21
Caldwell Trust Co
CLOSED0246-246-100%$1.4K$0-$1.4K2026-10-30
Southern Michigan Bank & Trust
CLOSED0186-186-100%$1.1K$0-$1.1K2026-10-19
Breakwater Investment Management
CLOSED0167-167-100%$974$0-$9742026-10-20
Asset Dedication, LLC
CLOSED0164-164-100%$957$0-$9572026-11-03
Stone House Investment Management, LLC
CLOSED0133-133-100%$775$0-$7752026-10-23
Cassaday & Co Wealth Management LLC
CLOSED093-93-100%$543$0-$5432026-10-27
Institute for Wealth Management, Llc.
CLOSED026-26-100%$151$0-$1512026-11-06
FMR LLC
N/A—51,014,992-51,014,992-100%$297.4M———
Morgan Stanley
N/A—42,671,550-42,671,550-100%$248.8M———
JPMorgan Chase & Co
N/A—31,757,731-31,757,731-100%$182.6M———
Goldman Sachs Group Inc
N/A—26,503,021-26,503,021-100%$154.5M———
WCM Investment Management, LLC
N/A—26,155,105-26,155,105-100%$150.4M———
Northern Trust Corp
N/A—23,632,830-23,632,830-100%$137.8M———
BNP Paribas Financial Markets
N/A—18,122,890-18,122,890-100%$105.7M———
CIBC Bancorp USA Inc.
N/A—15,053,607-15,053,607-100%$87.8M———
Envestnet Asset Management Inc
N/A—12,564,633-12,564,633-100%$73.3M———
American Century Companies Inc
N/A—12,027,892-12,027,892-100%$70.1M———
Jane Street Group, LLC
N/A—10,930,525-10,930,525-100%$63.7M———
Optiver Holding B.V.
N/A—10,812,139-10,812,139-100%$63.0M———
Arrowstreet Capital, Limited Partnership
N/A—10,236,228-10,236,228-100%$59.7M———
BlackRock, Inc.
N/A—9,928,067-9,928,067-100%$57.9M———
Millennium Management LLC
N/A—8,098,237-8,098,237-100%$47.2M———
Bank of America Corp
N/A—8,005,022-8,005,022-100%$46.7M———
First Eagle Investment Management, LLC
N/A—7,001,757-7,001,757-100%$40.8M———
Qube Research & Technologies Ltd
N/A—6,288,166-6,288,166-100%$36.7M———
Bank of Montreal
N/A—5,235,547-5,235,547-100%$30.5M———
Voloridge Investment Management, LLC
N/A—5,201,812-5,201,812-100%$30.3M———
AQR Capital Management LLC
N/A—4,792,690-4,792,690-100%$27.9M———
HRT Financial LP
N/A—4,452,905-4,452,905-100%$26.0M———
Wells Fargo & Company
N/A—3,581,617-3,581,617-100%$20.9M———
Citadel Advisors LLC
N/A—3,524,847-3,524,847-100%$20.5M———
O'shaughnessy Asset Management, LLC
N/A—3,471,365-3,471,365-100%$20.2M———
Janney Montgomery Scott LLC
N/A—3,093,483-3,093,483-100%$18.0M———
Charles Schwab Investment Management Inc
N/A—2,964,818-2,964,818-100%$17.3M———
Raymond James Financial Inc
N/A—2,943,648-2,943,648-100%$17.2M———
Natixis Advisors, LLC
N/A—2,630,122-2,630,122-100%$15.3M———
Point72 Asset Management, L.P.
N/A—2,262,925-2,262,925-100%$13.2M———
Schonfeld Strategic Advisors LLC
N/A—2,204,316-2,204,316-100%$12.9M———
CIBC World Market Inc.
N/A—2,199,518-2,199,518-100%$12.8M———
Marshall Wace, LLP
N/A—2,109,294-2,109,294-100%$12.3M———
Capital Fund Management S.A.
N/A—2,093,662-2,093,662-100%$12.2M———
Clearbridge Investments, LLC
N/A—1,998,538-1,998,538-100%$11.7M———
Aquatic Capital Management LLC
N/A—1,964,677-1,964,677-100%$11.5M———
Trexquant Investment LP
N/A—1,891,954-1,891,954-100%$11.0M———
Cetera Investment Advisers
N/A—1,817,733-1,817,733-100%$10.6M———
Farringdon Capital, Ltd.
N/A—1,797,519-1,797,519-100%$10.5M———
QRG Capital Management, Inc.
N/A—1,731,571-1,731,571-100%$10.1M———
MML Investors Services, LLC
N/A—1,453,513-1,453,513-100%$8.5M———
UBS Group AG
N/A—1,431,159-1,431,159-100%$8.3M———
Nine Masts Capital Ltd
N/A—1,384,610-1,384,610-100%$8.1M———
Logan Capital Management Inc
N/A—1,374,230-1,374,230-100%$8.0M———
Old Mission Capital LLC
N/A—1,257,130-1,257,130-100%$7.3M———
Royal Bank of Canada
N/A—1,222,547-1,222,547-100%$7.1M———
Stifel Financial Corp
N/A—1,188,031-1,188,031-100%$6.9M———
XTX Topco Ltd
N/A—1,154,325-1,154,325-100%$6.7M———
Focus Partners Wealth
N/A—1,148,141-1,148,141-100%$6.7M———
Mariner, LLC
N/A—1,142,245-1,142,245-100%$6.7M———
Beck Bode, LLC
N/A—1,138,120-1,138,120-100%$6.6M———
Mercer Global Advisors Inc
N/A—1,049,668-1,049,668-100%$6.1M———
Pathstone Holdings, LLC
N/A—1,035,643-1,035,643-100%$6.0M———
Integrated Quantitative Investments LLC
N/A—1,029,049-1,029,049-100%$6.0M———
HighTower Advisors, LLC
N/A—930,231-930,231-100%$5.4M———
Nuveen, LLC
N/A—899,765-899,765-100%$5.2M———
Rockefeller Capital Management L.P.
N/A—887,582-887,582-100%$5.2M———
Manning & Napier Advisors LLC
N/A—831,808-831,808-100%$4.8M———
Vanguard Personalized Indexing Management, LLC
N/A—800,490-800,490-100%$4.7M———
Ameriprise Financial Inc
N/A—742,245-742,245-100%$4.3M———
SEI Investments Co
N/A—728,006-728,006-100%$4.2M———
Symmetry Investments LP
N/A—693,000-693,000-100%$4.0M———
Tower Research Capital LLC (TRC)
N/A—675,596-675,596-100%$3.9M———
Squarepoint Ops LLC
N/A—642,950-642,950-100%$3.7M———
Cerity Partners LLC
N/A—640,341-640,341-100%$3.7M———
Jones Financial Companies Lllp
N/A—622,216-622,216-100%$3.5M———
Price T Rowe Associates Inc
N/A—597,695-597,695-100%$3.5M———
Neuberger Berman Group LLC
N/A—549,703-549,703-100%$3.2M———
M&T Bank Corp
N/A—513,516-513,516-100%$3.0M———
New York State Common Retirement Fund
N/A—477,622-477,622-100%$2.8M———
Tudor Investment Corp ET AL
N/A—475,209-475,209-100%$2.8M———
Vident Advisory, LLC
N/A—472,440-472,440-100%$2.8M———
Two Sigma Investments, LP
N/A—458,500-458,500-100%$2.7M———
Hantz Financial Services, Inc.
N/A—456,401-456,401-100%$2.7M———
Naviter Wealth, LLC
N/A—451,862-451,862-100%$2.6M———
Osaic Holdings, Inc.
N/A—427,616-427,616-100%$2.5M———
NewEdge Wealth, LLC
N/A—423,223-423,223-100%$2.5M———
BTC Capital Management, Inc.
N/A—421,179-421,179-100%$2.5M———
Global Retirement Partners, LLC
N/A—408,648-408,648-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—402,448-402,448-100%$2.3M———
Engineers Gate Manager LP
N/A—394,145-394,145-100%$2.3M———
First Trust Advisors LP
N/A—392,268-392,268-100%$2.3M———
Caprock Group, LLC
N/A—391,673-391,673-100%$2.3M———
Captrust Financial Advisors
N/A—375,421-375,421-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—369,578-369,578-100%$2.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—364,656-364,656-100%$2.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—357,019-357,019-100%$2.1M———
Empowered Funds, LLC
N/A—356,236-356,236-100%$2.1M———
Twin City Private Wealth, LLC
N/A—355,605-355,605-100%$2.1M———
Principal Securities, Inc.
N/A—346,943-346,943-100%$2.0M———
GQG Partners LLC
N/A—341,126-341,126-100%$2.0M———
Callan Family Office, LLC
N/A—341,114-341,114-100%$2.0M———
Susquehanna International Group, LLP
N/A—331,881-331,881-100%$1.9M———
Glenmede Trust Co NA
N/A—316,698-316,698-100%$1.8M———
UBS Asset Management Americas LLC
N/A—313,567-313,567-100%$1.8M———
Franklin Resources Inc
N/A—302,273-302,273-100%$1.8M———
Rhumbline Advisers
N/A—279,929-279,929-100%$1.6M———
Invesco Ltd.
N/A—277,855-277,855-100%$1.6M———
Bessemer Group Inc
N/A—272,348-272,348-100%$1.6M———
Sanctuary Advisors, LLC
N/A—254,940-254,940-100%$1.5M———
Arax Advisory Partners
N/A—253,609-253,609-100%$1.5M———
IEQ Capital, LLC
N/A—249,216-249,216-100%$1.5M———
1832 Asset Management L.P.
N/A—244,846-244,846-100%$1.4M———
Voya Financial Advisors, Inc.
N/A—241,490-241,490-100%$1.4M———
&partners
N/A—231,929-231,929-100%$1.4M———
Intrust Bank NA
N/A—229,858-229,858-100%$1.3M———
Group One Trading LLC
N/A—226,621-226,621-100%$1.3M———
Dynasty Wealth Management, LLC
N/A—214,363-214,363-100%$1.2M———
Flow Traders U.S. LLC
N/A—211,155-211,155-100%$1.2M———
Quantbot Technologies LP
N/A—207,742-207,742-100%$1.2M———
Qtron Investments LLC
N/A—192,046-192,046-100%$1.1M———
Coldstream Capital Management Inc
N/A—178,898-178,898-100%$1.0M———
Ellevest, Inc.
N/A—177,187-177,187-100%$1.0M———
Ballentine Partners, LLC
N/A—172,325-172,325-100%$1.0M———
Smartleaf Asset Management LLC
N/A—164,084-164,084-100%$943.5K———
Snowden Capital Advisors LLC
N/A—157,921-157,921-100%$920.7K———
Summit Trail Advisors, LLC
N/A—156,280-156,280-100%$911.1K———
Integrated Wealth Concepts LLC
N/A—152,533-152,533-100%$889.3K———
Balyasny Asset Management L.P.
N/A—147,979-147,979-100%$862.7K———
Two Sigma Securities, LLC
N/A—144,608-144,608-100%$843.1K———
Equitable Holdings, Inc.
N/A—140,623-140,623-100%$819.8K———
Syon Capital LLC
N/A—139,960-139,960-100%$816.0K———
Sivia Capital Partners, LLC
N/A—135,445-135,445-100%$789.6K———
Connable Office Inc
N/A—133,578-133,578-100%$778.8K———
Fortress Private Ledger, LLC
N/A—130,781-130,781-100%$762.5K———
United Capital Financial Advisors, LLC
N/A—126,671-126,671-100%$738.5K———
Sequoia Financial Advisors, LLC
N/A—117,216-117,216-100%$683.4K———
Mutual Advisors, LLC
N/A—113,098-113,098-100%$659.4K———
Papamarkou Wellner Asset Management inc.
N/A—104,100-104,100-100%$606.9K———
Dorsey & Whitney Trust Co LLC
N/A—103,020-103,020-100%$600.6K———
GeoWealth Management, LLC
N/A—102,196-102,196-100%$595.8K———
Drucker Wealth 3.0, LLC
N/A—101,152-101,152-100%$589.7K———
Stephens Inc
N/A—101,097-101,097-100%$589.4K———
Cetera Trust Company, N.a
N/A—99,725-99,725-100%$581.4K———
Benjamin Edwards Inc
N/A—86,223-86,223-100%$502.6K———
Tranquilli Financial Advisor LLC
N/A—83,749-83,749-100%$488.3K———
Independent Advisor Alliance
N/A—82,442-82,442-100%$480.6K———
Bank of Nova Scotia
N/A—81,665-81,665-100%$480.2K———
Bleakley Financial Group, LLC
N/A—81,162-81,162-100%$473.2K———
Northwestern Mutual Wealth Management Co
N/A—80,177-80,177-100%$467.4K———
Campbell & Co Investment Adviser LLC
N/A—78,133-78,133-100%$455.5K———
Transcend Capital Advisors, LLC
N/A—77,863-77,863-100%$453.9K———
Steward Partners Investment Advisory, LLC
N/A—73,869-73,869-100%$430.7K———
Aegis Wealth Management LLC
N/A—70,528-70,528-100%$411.2K———
Advisory Services Network, LLC
N/A—66,855-66,855-100%$389.8K———
Frec Markets, Inc.
N/A—66,416-66,416-100%$387.2K———
Silvercrest Asset Management Group LLC
N/A—66,229-66,229-100%$386.1K———
Foundations Investment Advisors, LLC
N/A—64,717-64,717-100%$377.3K———
Van Diest Capital, LLC
N/A—61,605-61,605-100%$359.2K———
Winton Group Ltd
N/A—60,400-60,400-100%$352.1K———
Quantum Portfolio Management LLC
N/A—59,407-59,407-100%$346.3K———
BSW Wealth Partners
N/A—59,279-59,279-100%$345.6K———
State Street Corp
N/A—58,364-58,364-100%$340.3K———
Mattson Financial Services, LLC
N/A—56,375-56,375-100%$339.9K———
Envestnet Portfolio Solutions, Inc.
N/A—53,421-53,421-100%$311.4K———
Traub Capital Management LLC
N/A—53,050-53,050-100%$309.3K———
Brown Financial Advisors
N/A—51,604-51,604-100%$300.9K———
Keebeck Wealth Management
N/A—50,629-50,629-100%$295.2K———
Anchor Investment Management, LLC
N/A—50,500-50,500-100%$294.4K———
one8zero8, LLC
N/A—50,000-50,000-100%$291.5K———
Drive Wealth Management, LLC
N/A—49,961-49,961-100%$291.3K———
World Investment Advisors
N/A—49,466-49,466-100%$250.8K———
Pinnacle Financial Partners, Inc.
N/A—48,639-48,639-100%$283.6K———
Checchi Capital Advisers, LLC
N/A—48,429-48,429-100%$282.3K———
West Family Investments, Inc.
N/A—46,798-46,798-100%$272.8K———
CreativeOne Wealth, LLC
N/A—46,210-46,210-100%$269.4K———
Focus Partners Advisor Solutions, LLC
N/A—46,100-46,100-100%$268.7K———
Jackson Thornton Wealth Management, LLC
N/A—45,563-45,563-100%$265.6K———
MAI Capital Management
N/A—44,089-44,089-100%$257.0K———
Quantinno Capital Management LP
N/A—40,814-40,814-100%$237.9K———
Aspen Grove Capital, LLC
N/A—39,360-39,360-100%$229.5K———
Fielder Capital Group LLC
N/A—38,446-38,446-100%$224.1K———
Evolve Private Wealth, LLC
N/A—37,874-37,874-100%$220.8K———
Continuum Advisory, LLC
N/A—37,450-37,450-100%$218.3K———
GTS Securities LLC
N/A—36,498-36,498-100%$212.8K———
Prosperity Consulting Group, LLC
N/A—33,827-33,827-100%$197.2K———
NewEdge Advisors, LLC
N/A—33,749-33,749-100%$196.8K———
OneAscent Investment Solutions LLC
N/A—33,695-33,695-100%$196.4K———
Venturi Wealth Management, LLC
N/A—33,090-33,090-100%$192.9K———
Savvy Advisors, Inc.
N/A—33,024-33,024-100%$192.5K———
Summit Financial, LLC
N/A—32,535-32,535-100%$189.7K———
Optas, LLC
N/A—32,412-32,412-100%$189.0K———
Pure Financial Advisors, LLC
N/A—31,645-31,645-100%$184.5K———
HSBC Holdings PLC
N/A—31,168-31,168-100%$181.7K———
EP Wealth Advisors, LLC
N/A—30,696-30,696-100%$179.0K———
Permanens Capital L.P.
N/A—29,174-29,174-100%$170.1K———
Jump Financial, LLC
N/A—28,622-28,622-100%$166.9K———
Keel Point, LLC
N/A—27,820-27,820-100%$162.2K———
Guggenheim Capital LLC
N/A—27,680-27,680-100%$161.4K———
Spwm Advisors LLC
N/A—27,251-27,251-100%$162.4K———
Basecamp Wealth Advisors LLC
N/A—27,074-27,074-100%$157.8K———
Arkadios Wealth Advisors
N/A—26,958-26,958-100%$157.2K———
Lifeworks Advisors, LLC
N/A—26,226-26,226-100%$152.9K———
Brown Brothers Harriman & Co
N/A—26,145-26,145-100%$152.4K———
Private Advisor Group, LLC
N/A—25,967-25,967-100%$151.4K———
New Republic Capital, LLC
N/A—25,826-25,826-100%$150.6K———
Integrity Financial Corp
N/A—25,696-25,696-100%$149.8K———
Pallas Capital Advisors LLC
N/A—24,992-24,992-100%$145.7K———
Townsquare Capital LLC
N/A—24,624-24,624-100%$143.6K———
Toronto Dominion Bank
N/A—24,605-24,605-100%$143.0K———
Keynote Financial Services LLC
N/A—24,400-24,400-100%$142.3K———
American Trust
N/A—24,310-24,310-100%$141.7K———
Dynamic Technology Lab Private Ltd
N/A—23,718-23,718-100%$138.0K———
CFO4Life Group, LLC
N/A—23,313-23,313-100%$135.9K———
Choate Investment Advisors
N/A—23,163-23,163-100%$135.0K———
Flatrock Wealth Partners LLC
N/A—22,399-22,399-100%$130.6K———
Ausdal Financial Partners, Inc.
N/A—22,233-22,233-100%$129.6K———
Brio Consultants, LLC
N/A—21,157-21,157-100%$123.3K———
Scotia Capital Inc.
N/A—20,683-20,683-100%$120.6K———
Silver OAK Securities, Incorporated
N/A—20,276-20,276-100%$118.2K———
Beacon Pointe Advisors, LLC
N/A—20,253-20,253-100%$118.1K———
Aptus Capital Advisors, LLC
N/A—19,959-19,959-100%$116.4K———
Berger Financial Group, Inc
N/A—19,821-19,821-100%$115.6K———
Wealth Alliance, LLC
N/A—19,483-19,483-100%$113.6K———
Iron Gate Global Advisors LLC
N/A—19,336-19,336-100%$112.7K———
Bruce G. Allen Investments, LLC
N/A—19,264-19,264-100%$112.3K———
Rothschild Investment LLC
N/A—19,190-19,190-100%$111.9K———
Brentview Investment Management LLC
N/A—19,108-19,108-100%$111.4K———
Stonebrook Private Inc.
N/A—16,876-16,876-100%$98.4K———
Gateway Wealth Partners, LLC
N/A—15,785-15,785-100%$92.0K———
Peapack Gladstone Financial Corp
N/A—15,606-15,606-100%$89.0K———
Aureus Asset Management, LLC
N/A—15,552-15,552-100%$90.7K———
Baird Financial Group, Inc.
N/A—15,316-15,316-100%$89.3K———
Rothschild Wealth LLC
N/A—15,306-15,306-100%$89.2K———
Federation des caisses Desjardins du Quebec
N/A—15,269-15,269-100%$89.0K———
Rehmann Capital Advisory Group
N/A—15,099-15,099-100%$88.0K———
Morningstar Investment Management LLC
N/A—15,050-15,050-100%$75.7K———
Cloud Capital Management, LLC
N/A—14,988-14,988-100%$87.0K———
Olde Wealth Management, LLC
N/A—14,840-14,840-100%$86.0K———
Waverly Advisors, LLC
N/A—14,833-14,833-100%$86.5K———
AE Wealth Management LLC
N/A—14,641-14,641-100%$85.4K———
Knightsbridge Asset Management, LLC
N/A—14,596-14,596-100%$85.1K———
Atlas Legacy Advisors, LLC
N/A—14,074-14,074-100%$81.0K———
Zacks Investment Management
N/A—14,027-14,027-100%$81.8K———
Octavia Wealth Advisors, LLC
N/A—13,973-13,973-100%$81.5K———
Acadian Asset Management LLC
N/A—13,792-13,792-100%$80.0K———
Insigneo Advisory Services, LLC
N/A—13,716-13,716-100%$80.0K———
Harbour Investments, Inc.
N/A—13,706-13,706-100%$79.9K———
Legacy Wealth Advisors, LLC
N/A—13,569-13,569-100%$79.1K———
Clark Capital Management Group, Inc.
N/A—13,356-13,356-100%$77.9K———
Bank Hapoalim BM
N/A—13,000-13,000-100%$76.0K———
Modern Wealth Management, LLC
N/A—12,927-12,927-100%$75.4K———
Kintra Wealth, LLC
N/A—12,821-12,821-100%$79.5K———
PFG Investments, LLC
N/A—12,603-12,603-100%$73.5K———
SageView Advisory Group, LLC
N/A—12,144-12,144-100%$70.8K———
Quotient Wealth Partners, LLC
N/A—11,793-11,793-100%$68.8K———
Nicolet Bankshares Inc
N/A—11,759-11,759-100%$72.6K———
Epoch Investment Partners, Inc.
N/A—11,168-11,168-100%$65.1K———
Gotham Asset Management, LLC
N/A—11,118-11,118-100%$64.8K———
Viaable, LLC
N/A—11,002-11,002-100%$64.9K———
Holistic Financial Partners
N/A—10,874-10,874-100%$63.4K———
Cary Street Partners Investment Advisory LLC
N/A—10,282-10,282-100%$59.9K———
SG Americas Securities, LLC
N/A—10,257-10,257-100%$60.0K———
Koss-Olinger Consulting, LLC
N/A—10,227-10,227-100%$59.6K———
Hexagon Capital Partners LLC
N/A—10,217-10,217-100%$59.6K———
Beaird Harris Wealth Management, LLC
N/A—9,886-9,886-100%$57.6K———
HM Payson & Co
N/A—7,150-7,150-100%$41.7K———
Wellington-Altus USA Inc.
N/A—4,018-4,018-100%$20.2K———
Elequin Capital, LP
N/A—3,570-3,570-100%$20.8K———
ST Germain D J Co Inc
N/A—3,531-3,531-100%$20.6K———
SHP Wealth Management
N/A—3,382-3,382-100%$19.7K———
Glen Eagle Advisors, LLC
N/A—2,681-2,681-100%$15.6K———
GW&K Investment Management, LLC
N/A—2,575-2,575-100%$15.0K———
Raffa Wealth Management, LLC
N/A—2,537-2,537-100%$14.8K———
BFC Planning, Inc.
N/A—2,527-2,527-100%$14.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,437-2,437-100%$14.2K———
JDM Financial Group LLC
N/A—2,017-2,017-100%$11.8K———
BOK Financial Private Wealth, Inc.
N/A—1,597-1,597-100%$9.3K———
Cornerstone Financial Management LLC
N/A—1,544-1,544-100%$9.0K———
Proffitt & Goodson Inc
N/A—1,539-1,539-100%$9.0K———
HHM Wealth Advisors, LLC
N/A—1,498-1,498-100%$8.7K———
Huntington National Bank
N/A—1,409-1,409-100%$8.2K———
Kilter Group LLC
N/A—1,375-1,375-100%$8.0K———
IMA Advisory Services, Inc.
N/A—1,242-1,242-100%$7.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,239-1,239-100%$7.2K———
Turim 21 Investimentos Ltda.
N/A—1,064-1,064-100%$6.2K———
WealthCollab, LLC
N/A—1,046-1,046-100%$6.1K———
Transamerica Financial Advisors, LLC
N/A—1,012-1,012-100%$5.9K———
Nova Wealth Management, Inc.
N/A—826-826-100%$4.8K———
Ancora Advisors LLCA
N/A—765-765-100%$4.5K———
IFG Advisory, LLC
N/A—712-712-100%$4.1K———
Quent Capital, LLC
N/A—646-646-100%$3.8K———
Synergy Investment Management, LLC
N/A—629-629-100%$3.7K———
Allied Private Wealth LLC
N/A—612-612-100%$3.6K———
TD Capital Management LLC
N/A—563-563-100%$3.3K———
Motco
N/A—537-537-100%$3.1K———
Smithfield Trust Co
N/A—497-497-100%$3———
Keating Financial Advisory Services, Inc.
N/A—454-454-100%$2.6K———
JPL Wealth Management, LLC
N/A—377-377-100%$2.2K———
MidFirst Bank
N/A—322-322-100%$1.9K———
Mpwm Advisory Solutions, LLC
N/A—310-310-100%$1.8K———
Bogart Wealth, LLC
N/A—281-281-100%$1.6K———
Fiduciary Financial Advisors
N/A—272-272-100%$1.6K———
Highland Investment Advisors LLC
N/A—256-256-100%$1.5K———
CVA Family Office, LLC
N/A—255-255-100%$1.5K———
Private Wealth Asset Management, LLC
N/A—253-253-100%$1.5K———
LRI Investments, LLC
N/A—243-243-100%$1.4K———
Geneos Wealth Management Inc.
N/A—237-237-100%$1.4K———
Dogwood Wealth Management LLC
N/A—237-237-100%$1.4K———
Millstone Evans Group, LLC
N/A—207-207-100%$1.2K———
PIN OAK Investment Advisors Inc
N/A—132-132-100%$1———
Godfrey Financial Associates, Inc.
N/A—95-95-100%$554———
Cary Street Partners Financial LLC
N/A—42-42-100%$245———
Financial Gravity Companies, Inc.
N/A—7-7-100%$41———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 652 of 652 institutions