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Mitsubishi UFJ Finl (MUFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares98,881,934 from 97,910,346
Change+971,588 (+1%)
Value$2.3B (+$333.8M)
Filed 2026-11-06
Todd Asset Management LLC
DECREASED
Shares3,409,544 from 4,028,393
Change-618,849 (-15%)
Value$78.7M (-$1.5M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares1,716,935 from 1,548,878
Change+168,057 (+11%)
Value$39.6M (+$8.8M)
Filed 2026-11-02
Dimensional Fund Advisors LP
DECREASED
Shares1,707,360 from 1,847,481
Change-140,121 (-8%)
Value$39.4M (+$2.6M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares1,440,759 from 1,402,109
Change+38,650 (+3%)
Value$33.2M (+$5.4M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares1,097,840 from 928,117
Change+169,723 (+18%)
Value$24.8M (+$6.0M)
Filed 2026-10-16
LPL Financial LLC
DECREASED
Shares889,327 from 907,092
Change-17,765 (-2%)
Value$20.5M (+$2.5M)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares786,632 from 855,487
Change-68,855 (-8%)
Value$18.2M (+$1.1M)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares631,594 from 370,437
Change+261,157 (+71%)
Value$14.6M (+$7.2M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares535,447 from 262,577
Change+272,870 (+104%)
Value$12.4M (+$6.8M)
Filed 2026-11-06
Boston Common Asset Management, LLC
INCREASED
Shares497,504 from 487,481
Change+10,023 (+2%)
Value$11.5M (+$1.8M)
Filed 2026-10-13
Barclays PLC
DECREASED
Shares475,438 from 522,637
Change-47,199 (-9%)
Value$11.0M (+$573.1K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares451,061 from 426,647
Change+24,414 (+6%)
Value$10.4M (+$1.9M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares441,400 from 375,841
Change+65,559 (+17%)
Value$10.2M (+$2.7M)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares416,329 from 422,305
Change-5,976 (-1%)
Value$9.6M (+$1.2M)
Filed 2026-11-04
Guardian Partners Inc.
DECREASED
Shares400,574 from 406,684
Change-6,110 (-1%)
Value$9.2M (+$1.2M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares398,744 from 364,862
Change+33,882 (+9%)
Value$9.2M (+$1.9M)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares395,988 from 392,955
Change+3,033 (+1%)
Value$8.9M (+$1.1M)
Filed 2026-10-20
Moran Wealth Management, LLC
INCREASED
Shares391,798 from 383,724
Change+8,074 (+2%)
Value$9.0M (+$1.4M)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares389,917 from 415,183
Change-25,266 (-6%)
Value$9.0M (+$737.4K)
Filed 2026-10-30
Eagle Global Advisors LLC
INCREASED
Shares354,514 from 352,839
Change+1,675 (+0%)
Value$8.2M (+$1.2M)
Filed 2026-11-02
Augustine Asset Management Inc
DECREASED
Shares342,494 from 346,501
Change-4,007 (-1%)
Value$7.9M (+$1.0M)
Filed 2026-10-13
Henry James International Management Inc.
INCREASED
Shares337,370 from 296,712
Change+40,658 (+14%)
Value$7.8M (+$1.9M)
Filed 2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED
Shares328,499 from 319,874
Change+8,625 (+3%)
Value$7.6M (+$1.2M)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares316,045 from 307,497
Change+8,548 (+3%)
Value$7.3M (+$1.2M)
Filed 2026-10-23
Factory Mutual Insurance Co
UNCHANGED
Shares315,464 from 315,464
Change0 (0%)
Value$7.3M (+$1.0M)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares307,353 from 294,071
Change+13,282 (+5%)
Value$7.1M (+$1.2M)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares288,000 from 301,721
Change-13,721 (-5%)
Value$6.6M (+$642.9K)
Filed 2026-10-08
ABC Arbitrage SA
NEW
Shares265,804
Change+265,804
Value$6.1M
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares234,601 from 205,851
Change+28,750 (+14%)
Value$5.4M (+$1.3M)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares228,106 from 228,544
Change-438 (0%)
Value$5.3M (+$716.7K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares224,528 from 222,085
Change+2,443 (+1%)
Value$4.9M (-$222.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares224,528 from 222,085
Change+2,443 (+1%)
Value$4.9M (-$222.0K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares219,426 from 236,138
Change-16,712 (-7%)
Value$5.1M (+$365.4K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares204,132 from 206,495
Change-2,363 (-1%)
Value$4.7K (-$4.1M)
Filed 2026-10-26
Jcic Asset Management Inc.
INCREASED
Shares187,819 from 186,469
Change+1,350 (+1%)
Value$4.3M (+$1.2M)
Filed 2026-10-30
Mitchell Capital Management Co
INCREASED
Shares180,484 from 176,188
Change+4,296 (+2%)
Value$4.2M (+$659.4K)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares180,047 from 163,549
Change+16,498 (+10%)
Value$4.2M (+$900.7K)
Filed 2026-10-29
Altman Advisors, Inc.
DECREASED
Shares175,636 from 176,171
Change-535 (0%)
Value$4.1M (+$547.9K)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares156,365 from 151,087
Change+5,278 (+3%)
Value$3.6M (+$602.2K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares156,150 from 150,101
Change+6,049 (+4%)
Value$3.6M (+$616.9K)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares155,871 from 152,605
Change+3,266 (+2%)
Value$3.6M (+$560.6K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares150,913 from 137,439
Change+13,474 (+10%)
Value$3.4M (+$579.9K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares143,687 from 114,162
Change+29,525 (+26%)
Value$3.3M (+$1.0M)
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
DECREASED
Shares136,016 from 138,018
Change-2,002 (-1%)
Value$3.1M (+$392.7K)
Filed 2026-10-09
Fulcrum Wealth Advisors, LLC
DECREASED
Shares134,186 from 154,380
Change-20,194 (-13%)
Value$3.1M (+$25.1K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares129,195 from 183,644
Change-54,449 (-30%)
Value$3.0M (-$672.2K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares124,778 from 90,600
Change+34,178 (+38%)
Value$2.9M (+$1.1M)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares114,107 from 108,050
Change+6,057 (+6%)
Value$2.6M (+$483.3K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares112,891 from 93,174
Change+19,717 (+21%)
Value$2.6M (+$751.2K)
Filed 2026-11-02
Bailard, Inc.
INCREASED
Shares112,705 from 112,061
Change+644 (+1%)
Value$2.6M (+$371.2K)
Filed 2026-10-13
Confluence Investment Management LLC
DECREASED
Shares106,561 from 106,721
Change-160 (0%)
Value$2.5M (+$335.7K)
Filed 2026-10-01
Farther Finance Advisors, LLC
INCREASED
Shares106,021 from 98,633
Change+7,388 (+7%)
Value$2.4M (+$483.5K)
Filed 2026-10-08
Oppenheimer Asset Management Inc.
DECREASED
Shares90,927 from 114,714
Change-23,787 (-21%)
Value$2.1M (-$184.0K)
Filed 2026-10-27
Capricorn Fund Managers Ltd
NEW
Shares90,000
Change+90,000
Value$2.1M
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares88,306 from 96,029
Change-7,723 (-8%)
Value$2.0M (+$127.2K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares84,157 from 52,322
Change+31,835 (+61%)
Value$1.9M (+$900.8K)
Filed 2026-10-21
Lockheed Martin Investment Management Co
DECREASED
Shares80,790 from 84,570
Change-3,780 (-4%)
Value$1.9M (+$181.7K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares78,363 from 71,040
Change+7,323 (+10%)
Value$1.8M (+$394.8K)
Filed 2026-10-08
Merit Financial Group, LLC
INCREASED
Shares78,116 from 29,168
Change+48,948 (+168%)
Value$1.8M (+$1.2M)
Filed 2026-11-06
InTrack Investment Management Inc
INCREASED
Shares77,724 from 55,301
Change+22,423 (+41%)
Value$1.8M (+$693.2K)
Filed 2026-10-15
Calamos Wealth Management LLC
INCREASED
Shares75,266 from 71,435
Change+3,831 (+5%)
Value$1.7M (+$315.5K)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares75,175 from 76,900
Change-1,725 (-2%)
Value$1.7M (+$204.7K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares74,728 from 86,156
Change-11,428 (-13%)
Value$1.7M (+$10.3K)
Filed 2026-10-20
QP Wealth Management, LLC
NEW
Shares73,921
Change+73,921
Value$1.7M
Filed 2026-10-20
CIBC Asset Management Inc
DECREASED
Shares72,318 from 74,134
Change-1,816 (-2%)
Value$1.7M (+$193.9K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares70,645 from 68,945
Change+1,700 (+2%)
Value$1.6M (+$258.5K)
Filed 2026-10-02
Abel Hall, LLC
INCREASED
Shares69,301 from 69,120
Change+181 (+0%)
Value$1.6M (+$224.0K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares68,981 from 78,032
Change-9,051 (-12%)
Value$1.6M (+$39.3K)
Filed 2026-11-05
Themes Management Co LLC
INCREASED
Shares66,913 from 49,262
Change+17,651 (+36%)
Value$1.5M (+$563.9K)
Filed 2026-10-29
ABN Amro Investment Solutions
DECREASED
Shares66,910 from 75,200
Change-8,290 (-11%)
Value$1.5M (+$47.9K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares66,775 from 49,645
Change+17,130 (+35%)
Value$1.5M (+$426.3K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares65,319 from 63,273
Change+2,046 (+3%)
Value$1.5M (+$248.4K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares63,622 from 55,562
Change+8,060 (+15%)
Value$1.5M (+$362.6K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
INCREASED
Shares63,500 from 62,360
Change+1,140 (+2%)
Value$1.5M (+$114.9K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares56,244 from 56,382
Change-138 (0%)
Value$1.3M (+$176.1K)
Filed 2026-10-14
Fiera Capital Corp
INCREASED
Shares55,887 from 49,692
Change+6,195 (+12%)
Value$1.3M (+$300.9K)
Filed 2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED
Shares55,826 from 52,854
Change+2,972 (+6%)
Value$1.3M (+$236.6K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares52,858 from 50,964
Change+1,894 (+4%)
Value$1.2M (+$205.8K)
Filed 2026-10-22
Louisbourg Investments Inc.
UNCHANGED
Shares52,032 from 52,032
Change0 (0%)
Value$1.2M (+$165.5K)
Filed 2026-10-20
Trust Point Inc.
INCREASED
Shares50,234 from 49,093
Change+1,141 (+2%)
Value$1.2M (+$182.4K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares50,137 from 48,834
Change+1,303 (+3%)
Value$1.2M (+$185.4K)
Filed 2026-10-28
DMC Group, LLC
INCREASED
Shares50,047 from 47,239
Change+2,808 (+6%)
Value$1.2M (+$215.0K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$1.2M (+$159.0K)
Filed 2026-10-23
Portside Wealth Group, LLC
DECREASED
Shares48,626 from 57,447
Change-8,821 (-15%)
Value$1.1M (-$20.8K)
Filed 2026-10-20
Henshaw Capital LLC
UNCHANGED
Shares48,563 from 48,563
Change0 (0%)
Value$1.1M (+$154.4K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares47,788 from 46,090
Change+1,698 (+4%)
Value$1.0M (+$113.6K)
Filed 2026-11-04
Personal CFO Solutions, LLC
DECREASED
Shares47,614 from 52,479
Change-4,865 (-9%)
Value$1.1M (+$37.8K)
Filed 2026-11-06
Burns Matteson Capital Management, LLC
DECREASED
Shares47,437 from 47,835
Change-398 (-1%)
Value$1.1M (+$142.9K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares45,213 from 21,804
Change+23,409 (+107%)
Value$1.0M (+$609.4K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares45,104 from 34,728
Change+10,376 (+30%)
Value$1.0M (+$340.3K)
Filed 2026-11-04
Pinnacle Associates LTD
UNCHANGED
Shares44,166 from 44,166
Change0 (0%)
Value$1.0M (+$140.4K)
Filed 2026-10-20
Successful Portfolios LLC
INCREASED
Shares44,040 from 44,032
Change+8 (+0%)
Value$1.0M (+$69.5K)
Filed 2026-10-09
Cordatus Wealth Management LLC
INCREASED
Shares43,425 from 42,580
Change+845 (+2%)
Value$1.0M (+$154.9K)
Filed 2026-10-19
Five Oceans Advisors
UNCHANGED
Shares43,112 from 43,112
Change0 (0%)
Value$994.6K (+$137.1K)
Filed 2026-10-22
Anchyra Partners LLC
INCREASED
Shares42,896 from 39,695
Change+3,201 (+8%)
Value$989.6K (+$200.1K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares41,264 from 37,187
Change+4,077 (+11%)
Value$952.0K (+$212.3K)
Filed 2026-10-08
Xponance LLC
INCREASED
Shares41,091 from 35,644
Change+5,447 (+15%)
Value$948.0K (+$239.0K)
Filed 2026-11-03
BG Investment Services, LLC
NEW
Shares39,680
Change+39,680
Value$915.4K
Filed 2026-10-23
Traveka Wealth, LLC
INCREASED
Shares39,660 from 37,939
Change+1,721 (+5%)
Value$915.0K (+$160.3K)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares37,167 from 37,641
Change-474 (-1%)
Value$857.4K (+$108.8K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares36,158 from 33,857
Change+2,301 (+7%)
Value$834.2K (+$160.7K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares36,007 from 25,222
Change+10,785 (+43%)
Value$809.4K (+$263.4K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares35,157 from 47,053
Change-11,896 (-25%)
Value$811.1K (-$124.8K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares35,131 from 27,115
Change+8,016 (+30%)
Value$810.5K (+$271.2K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares34,102 from 33,415
Change+687 (+2%)
Value$786.7K (+$114.4K)
Filed 2026-10-15
Arlington Trust Co LLC
INCREASED
Shares33,843 from 771
Change+33,072 (+4289%)
Value$780.8K (+$765.4K)
Filed 2026-10-20
Florida Trust Wealth Management Co
INCREASED
Shares32,056 from 31,016
Change+1,040 (+3%)
Value$739.5K (+$122.6K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares31,694 from 15,187
Change+16,507 (+109%)
Value$731.2K (+$429.1K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares30,956 from 4,272
Change+26,684 (+625%)
Value$714.2K (+$629.2K)
Filed 2026-11-05
Riversedge Advisors, LLC
INCREASED
Shares29,250 from 26,910
Change+2,340 (+9%)
Value$674.8K (+$139.6K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares28,836 from 26,685
Change+2,151 (+8%)
Value$665.3K (+$134.5K)
Filed 2026-10-20
Swiss Life Asset Management Ltd
DECREASED
Shares28,706 from 29,310
Change-604 (-2%)
Value$662.2K (+$79.3K)
Filed 2026-11-03
J.Safra Asset Management Corp
INCREASED
Shares28,067 from 24,104
Change+3,963 (+16%)
Value$647.5K (+$168.1K)
Filed 2026-11-03
Hardy Reed LLC
INCREASED
Shares27,871 from 24,400
Change+3,471 (+14%)
Value$643.0K (+$157.7K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares26,679 from 24,754
Change+1,925 (+8%)
Value$615.4K (+$115.8K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares26,430 from 23,938
Change+2,492 (+10%)
Value$609.7K (+$133.6K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares26,041 from 22,534
Change+3,507 (+16%)
Value$600.8K (+$152.6K)
Filed 2026-10-16
May Hill Capital, LLC
INCREASED
Shares25,942 from 25,283
Change+659 (+3%)
Value$598.5K (+$95.6K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares25,666 from 26,746
Change-1,080 (-4%)
Value$592.1K (+$60.1K)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares25,555 from 25,413
Change+142 (+1%)
Value$589.6K (+$84.1K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares25,516 from 25,296
Change+220 (+1%)
Value$588.7K (+$85.5K)
Filed 2026-10-26
PDS Planning, Inc
UNCHANGED
Shares24,756 from 24,756
Change0 (0%)
Value$571.1K (+$78.7K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
INCREASED
Shares24,438 from 20,154
Change+4,284 (+21%)
Value$563.8K (+$162.9K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares24,257 from 23,184
Change+1,073 (+5%)
Value$559.6K (+$98.5K)
Filed 2026-11-02
Cromwell Holdings LLC
UNCHANGED
Shares24,134 from 24,134
Change0 (0%)
Value$556.8K (+$76.7K)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares24,035 from 28,189
Change-4,154 (-15%)
Value$554.5K (-$6.2K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares23,793 from 21,409
Change+2,384 (+11%)
Value$548.9K (+$123.1K)
Filed 2026-11-03
Marks Group Wealth Management, Inc
DECREASED
Shares23,643 from 35,541
Change-11,898 (-33%)
Value$545.4K (-$161.5K)
Filed 2026-11-05
Third View Private Wealth, LLC
DECREASED
Shares22,479 from 27,027
Change-4,548 (-17%)
Value$518.6K (-$19.0K)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares22,307 from 19,129
Change+3,178 (+17%)
Value$443.7K (+$63.2K)
Filed 2026-11-06
Bahl & Gaynor LLC
NEW
Shares22,210
Change+22,210
Value$512.4K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares21,635 from 22,283
Change-648 (-3%)
Value$499.1K (+$55.9K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares21,220 from 21,136
Change+84 (+0%)
Value$489.6K (+$69.2K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares19,942 from 20,352
Change-410 (-2%)
Value$460.1K (+$55.3K)
Filed 2026-10-22
Foster Group, Inc.
DECREASED
Shares19,854 from 20,235
Change-381 (-2%)
Value$458.0K (+$55.6K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares19,434 from 22,723
Change-3,289 (-14%)
Value$448.4K (-$3.6K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
INCREASED
Shares19,375 from 18,483
Change+892 (+5%)
Value$447.0K (+$79.4K)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares19,115 from 16,389
Change+2,726 (+17%)
Value$441.0K (+$115.0K)
Filed 2026-10-19
Carter Financial Group, Inc.
NEW
Shares19,107
Change+19,107
Value$440.8K
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,836 from 17,740
Change+1,096 (+6%)
Value$435 (-$352.6K)
Filed 2026-11-02
Integrity Alliance, Llc.
NEW
Shares18,745
Change+18,745
Value$432.4K
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares18,372 from 17,832
Change+540 (+3%)
Value$423.8K (+$69.2K)
Filed 2026-10-22
Athena Wealth Management, LLC
INCREASED
Shares18,163 from 17,340
Change+823 (+5%)
Value$419.0K (+$74.1K)
Filed 2026-10-09
Gibbs Wealth Management
DECREASED
Shares17,858 from 20,857
Change-2,999 (-14%)
Value$412.0K (-$2.9K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares17,858 from 18,201
Change-343 (-2%)
Value$412.0K (+$50.0K)
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares17,619 from 18,181
Change-562 (-3%)
Value$406.5K (+$44.9K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares17,023
Change+17,023
Value$392.7K
Filed 2026-10-21
XXI Wealth, LLC
INCREASED
Shares16,207 from 15,018
Change+1,189 (+8%)
Value$373.9K (+$75.2K)
Filed 2026-10-22
Bingham Private Wealth, LLC
DECREASED
Shares16,033 from 16,407
Change-374 (-2%)
Value$369.9K (+$43.5K)
Filed 2026-11-05
Canopy Partners, LLC
UNCHANGED
Shares15,989 from 15,989
Change0 (0%)
Value$368.9K (+$50.8K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares15,389 from 11,457
Change+3,932 (+34%)
Value$355.0K (+$127.2K)
Filed 2026-10-28
Gallacher Capital Management LLC
DECREASED
Shares15,364 from 25,262
Change-9,898 (-39%)
Value$354.4K (-$148.0K)
Filed 2026-10-30
Alta Capital Management LLC/
DECREASED
Shares15,261 from 19,310
Change-4,049 (-21%)
Value$352.1K (-$32.0K)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
DECREASED
Shares15,067 from 15,339
Change-272 (-2%)
Value$347.6K (+$42.5K)
Filed 2026-10-26
Knights of Columbus Asset Advisors LLC
DECREASED
Shares14,746 from 18,852
Change-4,106 (-22%)
Value$340.2K (-$34.8K)
Filed 2026-11-05
Rose Capital Advisors LLC
NEW
Shares14,540
Change+14,540
Value$335.4K
Filed 2026-11-04
Frank, Rimerman Advisors LLC
INCREASED
Shares14,165 from 12,958
Change+1,207 (+9%)
Value$326.8K (+$69.1K)
Filed 2026-10-16
Sapient Capital LLC
UNCHANGED
Shares13,914 from 13,914
Change0 (0%)
Value$321.0K (+$40.7K)
Filed 2026-10-08
Cidel Asset Management Inc
INCREASED
Shares13,833 from 13,323
Change+510 (+4%)
Value$319.1K (+$54.1K)
Filed 2026-10-29
Seven Mile Advisory
DECREASED
Shares13,793 from 14,154
Change-361 (-3%)
Value$318.2K (+$36.7K)
Filed 2026-10-22
Diversified Trust Co
INCREASED
Shares13,641 from 11,954
Change+1,687 (+14%)
Value$314.7K (+$76.9K)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares13,586 from 15,504
Change-1,918 (-12%)
Value$313.4K (+$5.1K)
Filed 2026-10-23
Ascent Group, LLC
INCREASED
Shares13,224 from 12,836
Change+388 (+3%)
Value$305.1K (+$49.8K)
Filed 2026-10-30
HBK Sorce Advisory LLC
DECREASED
Shares13,185 from 13,307
Change-122 (-1%)
Value$278.7K (-$19.6K)
Filed 2026-11-06
Sovran Advisors, LLC
NEW
Shares13,184
Change+13,184
Value$289.2K
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares12,884 from 12,592
Change+292 (+2%)
Value$297.2K (+$46.8K)
Filed 2026-10-22
Sunpointe, LLC
INCREASED
Shares12,849 from 12,204
Change+645 (+5%)
Value$296.4K (+$53.7K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares12,845 from 17,830
Change-4,985 (-28%)
Value$296.3K (-$58.3K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares12,692 from 12,692
Change0 (0%)
Value$292.8K (+$40.4K)
Filed 2026-10-28
Livet Wealth, LLC
DECREASED
Shares12,662 from 16,148
Change-3,486 (-22%)
Value$292.1K (-$29.1K)
Filed 2026-10-27
Facet Wealth, Inc.
INCREASED
Shares12,501 from 12,029
Change+472 (+4%)
Value$288.4K (+$49.1K)
Filed 2026-11-04
Moody National Bank Trust Division
DECREASED
Shares12,044 from 17,351
Change-5,307 (-31%)
Value$277.9K (-$67.3K)
Filed 2026-10-06
Hohimer Wealth Management, LLC
DECREASED
Shares11,972 from 193,699
Change-181,727 (-94%)
Value$276.2K (-$3.6M)
Filed 2026-11-04
AlphaCore Capital LLC
NEW
Shares11,866
Change+11,866
Value$273.7K
Filed 2026-11-04
Indivisible Partners
NEW
Shares11,844
Change+11,844
Value$273.3K
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares11,761 from 11,284
Change+477 (+4%)
Value$271.3K (+$46.9K)
Filed 2026-11-04
Eagle Bay Advisors LLC
DECREASED
Shares11,755 from 12,504
Change-749 (-6%)
Value$271.2K (+$19.3K)
Filed 2026-10-16
RBA Wealth Management, LLC
NEW
Shares11,680
Change+11,680
Value$269.5K
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares11,638 from 19,944
Change-8,306 (-42%)
Value$266 (-$397.7K)
Filed 2026-11-05
Certuity, LLC
DECREASED
Shares11,380 from 11,436
Change-56 (0%)
Value$262.5K (+$35.1K)
Filed 2026-11-02
NewSquare Capital LLC
INCREASED
Shares11,259 from 10,230
Change+1,029 (+10%)
Value$259.7K (+$56.3K)
Filed 2026-11-06
Ariadne Wealth Management, LP
DECREASED
Shares11,087 from 11,337
Change-250 (-2%)
Value$255.8K (+$30.3K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares10,939 from 11,792
Change-853 (-7%)
Value$252 (-$234.7K)
Filed 2026-10-22
Avestar Capital, LLC
NEW
Shares10,757
Change+10,757
Value$248.2K
Filed 2026-10-28
Aspiriant, LLC
INCREASED
Shares10,728 from 10,230
Change+498 (+5%)
Value$247.5K (+$44.0K)
Filed 2026-10-16
Angeles Wealth Management, LLC
INCREASED
Shares10,701 from 10,557
Change+144 (+1%)
Value$246.9K (+$34.3K)
Filed 2026-10-26
Scheeler Financial LLC
NEW
Shares10,681
Change+10,681
Value$246.4K
Filed 2026-10-13
Enterprise Financial Services Corp
INCREASED
Shares10,432 from 10,254
Change+178 (+2%)
Value$240.7K (+$36.7K)
Filed 2026-11-03
Inscription Capital, LLC
INCREASED
Shares10,225 from 10,010
Change+215 (+2%)
Value$235.9K (+$36.8K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
NEW
Shares10,215
Change+10,215
Value$235.7K
Filed 2026-10-21
Premier Path Wealth Partners, LLC
UNCHANGED
Shares10,106 from 10,106
Change0 (0%)
Value$233.1K (+$32.1K)
Filed 2026-10-16
Verus Capital Partners, LLC
DECREASED
Shares10,100 from 11,500
Change-1,400 (-12%)
Value$233.0K (+$4.3K)
Filed 2026-11-03
Acorn Creek Capital LLC
NEW
Shares10,084
Change+10,084
Value$232.6K
Filed 2026-11-05
Moors & Cabot, Inc.
NEW
Shares9,865
Change+9,865
Value$227.6K
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares9,829 from 4,458
Change+5,371 (+120%)
Value$226.8K (+$138.1K)
Filed 2026-10-28
Gryphon Financial Partners LLC
DECREASED
Shares9,777 from 10,624
Change-847 (-8%)
Value$225.6K (+$14.2K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
NEW
Shares9,718
Change+9,718
Value$224.2K
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares9,496 from 23,606
Change-14,110 (-60%)
Value$219.1K (-$250.5K)
Filed 2026-10-15
Brucke Financial, Inc.
NEW
Shares9,433
Change+9,433
Value$217.6K
Filed 2026-10-23
Earned Wealth Advisors, LLC
NEW
Shares9,089
Change+9,089
Value$209.7K
Filed 2026-11-06
Parkside Financial Bank & Trust
INCREASED
Shares9,055 from 8,017
Change+1,038 (+13%)
Value$208.9K (+$49.4K)
Filed 2026-10-27
Baker Tilly Wealth Management, LLC
DECREASED
Shares8,898 from 12,152
Change-3,254 (-27%)
Value$205.3K (-$36.4K)
Filed 2026-10-05
B. Riley Wealth Advisors, Inc.
NEW
Shares8,894
Change+8,894
Value$205.2K
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares8,757 from 8,388
Change+369 (+4%)
Value$202.0K (+$35.2K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares7,713 from 7,325
Change+388 (+5%)
Value$177.9K (+$30.5K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares7,403 from 7,316
Change+87 (+1%)
Value$170.8K (+$25.3K)
Filed 2026-11-02
Salomon & Ludwin, LLC
UNCHANGED
Shares6,603 from 6,603
Change0 (0%)
Value$152.3K (+$18.5K)
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares5,936 from 5,936
Change0 (0%)
Value$136.9K (+$18.9K)
Filed 2026-10-16
City Holding Co
INCREASED
Shares5,395 from 5,000
Change+395 (+8%)
Value$124.4K (+$25.0K)
Filed 2026-10-19
True Wealth Design, LLC
INCREASED
Shares5,337 from 4,885
Change+452 (+9%)
Value$123.1K (+$26.0K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares5,318 from 2,573
Change+2,745 (+107%)
Value$122.7K (+$71.5K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares5,212 from 327
Change+4,885 (+1494%)
Value$120.2K (+$113.7K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares4,269
Change+4,269
Value$98.5K
Filed 2026-10-21
Global X Japan Co., Ltd.
DECREASED
Shares4,129 from 4,746
Change-617 (-13%)
Value$95.3K (+$858)
Filed 2026-10-21
Community Bank, N.A.
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$90.0K (+$12.4K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares3,567 from 2,948
Change+619 (+21%)
Value$82.3K (+$23.7K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares3,553 from 3,191
Change+362 (+11%)
Value$82.0K (+$18.5K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
DECREASED
Shares3,479 from 4,208
Change-729 (-17%)
Value$80.3K (-$3.4K)
Filed 2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares3,348 from 3,348
Change0 (0%)
Value$77.2K (+$10.6K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares2,967 from 2,629
Change+338 (+13%)
Value$68.4K (+$16.2K)
Filed 2026-10-16
West Financial Advisors, LLC
NEW
Shares2,532
Change+2,532
Value$58.4K
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$55.3K (+$7.6K)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares2,357 from 21,438
Change-19,081 (-89%)
Value$54.4K (-$372.0K)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares2,300 from 1,847
Change+453 (+25%)
Value$53.1K (+$16.3K)
Filed 2026-10-19
Essential Partners LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$53.1K (+$7.3K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares2,299 from 1,878
Change+421 (+22%)
Value$53.0K (+$15.7K)
Filed 2026-10-20
Boyd Watterson Asset Management LLC
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$51.6K (+$7.1K)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares2,174
Change+2,174
Value$50.2K
Filed 2026-10-09
Retirement Wealth Solutions LLC
INCREASED
Shares2,011 from 1,109
Change+902 (+81%)
Value$46.4K (+$24.3K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares1,858 from 1,866
Change-8 (0%)
Value$42.9K (+$5.8K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares1,846 from 1,846
Change0 (0%)
Value$42.1K (+$5.4K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares1,760 from 1,638
Change+122 (+7%)
Value$40.6K (+$8.0K)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares1,703 from 1,561
Change+142 (+9%)
Value$39.3K (+$8.2K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares1,666
Change+1,666
Value$38.4K
Filed 2026-10-27
Grove Bank & Trust
INCREASED
Shares1,572 from 1,437
Change+135 (+9%)
Value$36.3K (+$7.7K)
Filed 2026-10-08
Bell Investment Advisors, Inc
UNCHANGED
Shares1,543 from 1,543
Change0 (0%)
Value$35.6K (+$4.9K)
Filed 2026-10-29
Cullen T Bankers, Inc.
DECREASED
Shares1,497 from 1,692
Change-195 (-12%)
Value$34.5K (+$881)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares1,445 from 1,140
Change+305 (+27%)
Value$33.3K (+$10.7K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares1,439 from 1,004
Change+435 (+43%)
Value$33.2K (+$13.2K)
Filed 2026-11-03
V-Square Quantitative Management LLC
NEW
Shares1,403
Change+1,403
Value$32.4K
Filed 2026-10-15
Addison Advisors LLC
INCREASED
Shares1,388 from 1,323
Change+65 (+5%)
Value$32.0K (+$5.7K)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$30.0K (+$4.1K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares1,299 from 1,288
Change+11 (+1%)
Value$30.0K (+$4.4K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$29.3K (+$4.0K)
Filed 2026-10-07
Oakworth Capital, Inc.
INCREASED
Shares1,216 from 1,066
Change+150 (+14%)
Value$28.1K (+$6.9K)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$27.8K (+$3.8K)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$23.7K (+$3.3K)
Filed 2026-10-30
Financial Management Professionals, Inc.
DECREASED
Shares1,013 from 2,018
Change-1,005 (-50%)
Value$23.4K (-$17.4K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares916 from 891
Change+25 (+3%)
Value$21.1K (+$3.4K)
Filed 2026-11-04
Proathlete Wealth Management LLC
NEW
Shares761
Change+761
Value$17.6K
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares714 from 549
Change+165 (+30%)
Value$16.5K (+$5.6K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$15.0K (+$2.1K)
Filed 2026-10-26
Montag A & Associates Inc
INCREASED
Shares637 from 420
Change+217 (+52%)
Value$14.7K (+$6.3K)
Filed 2026-10-29
Bfsg, LLC
NEW
Shares625
Change+625
Value$14.4K
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares586 from 939
Change-353 (-38%)
Value$13.5K (-$5.2K)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$12.6K (+$1.7K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$12.6K (+$1.7K)
Filed 2026-10-27
City State Bank
NEW
Shares514
Change+514
Value$11.9K
Filed 2026-10-20
Planning Strategies Inc.
NEW
Shares505
Change+505
Value$11.7K
Filed 2026-10-02
Elyxium Wealth, LLC
NEW
Shares483
Change+483
Value$11.1K
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED
Shares483 from 796
Change-313 (-39%)
Value$11.1K (-$4.7K)
Filed 2026-10-27
Independence Bank of Kentucky
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$11.1K (+$1.5K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares479 from 1,060
Change-581 (-55%)
Value$11.1K (-$10.0K)
Filed 2026-11-05
MV Capital Management, Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$11.0K (+$1.5K)
Filed 2026-10-29
American Capital Advisory, LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$10.9K (+$1.5K)
Filed 2026-10-28
Gleason Group, Inc.
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$10.8K (+$1.5K)
Filed 2026-10-15
Hager Investment Management Services, LLC
DECREASED
Shares466 from 511
Change-45 (-9%)
Value$10.8K (+$587)
Filed 2026-11-04
Bangor Savings Bank
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$9.9K (+$1.4K)
Filed 2026-10-06
Gilpin Wealth Management, LLC
NEW
Shares377
Change+377
Value$8.7K
Filed 2026-10-09
Jnba Financial Advisors
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$8.2K (+$1.1K)
Filed 2026-11-03
Clean Yield Group
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$7.8K (+$1.1K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED
Shares336 from 17,068
Change-16,732 (-98%)
Value$7.8K (-$331.7K)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares320
Change+320
Value$7.4K
Filed 2026-11-05
Zions Bancorporation, National Association
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$7.0K (+$963)
Filed 2026-11-06
Key Capital Management, Inc
NEW
Shares302
Change+302
Value$7.0K
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$6.4K (+$884)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$6.3K (+$862)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
INCREASED
Shares267 from 266
Change+1 (+0%)
Value$6.2K (+$878)
Filed 2026-11-04
Winch Advisory Services, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$6.0K (+$830)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$5.8K (+$804)
Filed 2026-10-13
Markowski Investments
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$5.4K (+$744)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED
Shares232 from 178
Change+54 (+30%)
Value$5.4K (+$1.8K)
Filed 2026-10-23
Fiduciary Advisors, Inc.
NEW
Shares216
Change+216
Value$5.0K
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$4.9K (+$680)
Filed 2026-10-15
Fairway Wealth LLC
NEW
Shares188
Change+188
Value$4.3K
Filed 2026-10-30
Albion Financial Group
INCREASED
Shares187 from 112
Change+75 (+67%)
Value$4.3K (+$2.1K)
Filed 2026-10-21
Granite FO LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$4.3K (+$591)
Filed 2026-10-14
CX Institutional
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$4 ($0)
Filed 2026-10-02
Avion Wealth
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$3.9K (+$538)
Filed 2026-10-16
Monetary Solutions, Ltd
INCREASED
Shares153 from 100
Change+53 (+53%)
Value$3.5K (+$1.5K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares147 from 173
Change-26 (-15%)
Value$3.4K (-$27)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$3.2K (+$442)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$3.2K (+$439)
Filed 2026-10-13
Horizon Financial Services, LLC
DECREASED
Shares120 from 225
Change-105 (-47%)
Value$2.8K (-$1.7K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.8K (+$382)
Filed 2026-10-09
Advocate Investing Services LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.8K (+$381)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$2.5K (+$344)
Filed 2026-10-15
Breakwater Investment Management
NEW
Shares100
Change+100
Value$2.3K
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares86
Change+86
Value$2.0K
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$1.9K (+$261)
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$1.8K (+$255)
Filed 2026-10-01
DeDora Capital, Inc.
NEW
Shares78
Change+78
Value$1.8K
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.5K (+$203)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
INCREASED
Shares62 from 31
Change+31 (+100%)
Value$1.4K (+$815)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1.2K (+$171)
Filed 2026-10-21
Trust Co of Vermont
NEW
Shares31
Change+31
Value$715
Filed 2026-10-21
Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$692 (+$95)
Filed 2026-10-09
Godsey & Gibb, Inc
INCREASED
Shares23 from 10
Change+13 (+130%)
Value$531 (+$332)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$219 (+$20)
Filed 2026-10-16
Myriad Asset Management Advisors LLC
CLOSED
Shares0 from 161,926
Change-161,926 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 80,948
Change-80,948 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Oppenheimer & Co Inc
CLOSED
Shares0 from 39,519
Change-39,519 (-100%)
Value$0 (-$786.0K)
Filed 2026-10-26
One Wealth Capital Management, LLC
CLOSED
Shares0 from 33,376
Change-33,376 (-100%)
Value$0 (-$663.8K)
Filed 2026-10-23
Brookstone Capital Management
CLOSED
Shares0 from 30,358
Change-30,358 (-100%)
Value$0 (-$603.8K)
Filed 2026-10-22
Sepio Capital, LP
CLOSED
Shares0 from 11,470
Change-11,470 (-100%)
Value$0 (-$228.1K)
Filed 2026-10-22
Convergence Financial, LLC
CLOSED
Shares0 from 10,359
Change-10,359 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-27
Solstein Capital, LLC
CLOSED
Shares0 from 4,380
Change-4,380 (-100%)
Value$0 (-$87.1K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,876
Change-1,876 (-100%)
Value$0 (-$42.0K)
Filed 2026-10-16
Wellington Grp LLC
CLOSED
Shares0 from 1,425
Change-1,425 (-100%)
Value$0 (-$24.2K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 1,030
Change-1,030 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 787
Change-787 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 548
Change-548 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$9.5K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-20
Southern Michigan Bank & Trust
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$995)
Filed 2026-10-19
Bayforest Capital Ltd
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$676)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$589)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$477)
Filed 2026-10-23
Aristotle Capital Management, LLC
N/A
Shares— from 48,170,066
Change-48,170,066 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,874,982
Change-14,874,982 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,073,423
Change-13,073,423 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,472,209
Change-12,472,209 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,066,330
Change-11,066,330 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,187,104
Change-9,187,104 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,886,940
Change-6,886,940 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,445,617
Change-6,445,617 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 6,274,113
Change-6,274,113 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 5,723,173
Change-5,723,173 (-100%)
Value—
FIL Ltd
N/A
Shares— from 5,667,287
Change-5,667,287 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,822,539
Change-4,822,539 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,616,600
Change-3,616,600 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,555,589
Change-3,555,589 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 3,407,528
Change-3,407,528 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,204,048
Change-3,204,048 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,995,668
Change-2,995,668 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,964,566
Change-2,964,566 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 2,506,310
Change-2,506,310 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,260,167
Change-2,260,167 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,256,290
Change-2,256,290 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,140,236
Change-2,140,236 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,059,506
Change-2,059,506 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,874,094
Change-1,874,094 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,625,882
Change-1,625,882 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,413,433
Change-1,413,433 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,276,427
Change-1,276,427 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 1,229,407
Change-1,229,407 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,221,405
Change-1,221,405 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,217,315
Change-1,217,315 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,198,052
Change-1,198,052 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 986,652
Change-986,652 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 946,370
Change-946,370 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 931,287
Change-931,287 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 819,852
Change-819,852 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 817,288
Change-817,288 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 810,053
Change-810,053 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 790,629
Change-790,629 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 748,920
Change-748,920 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 574,236
Change-574,236 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 570,727
Change-570,727 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 535,840
Change-535,840 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 518,540
Change-518,540 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 514,757
Change-514,757 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 484,835
Change-484,835 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 473,402
Change-473,402 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 468,901
Change-468,901 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 444,108
Change-444,108 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 418,348
Change-418,348 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 415,270
Change-415,270 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 401,405
Change-401,405 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 390,640
Change-390,640 (-100%)
Value—
Allianz SE
N/A
Shares— from 378,000
Change-378,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 373,090
Change-373,090 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 354,111
Change-354,111 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 349,345
Change-349,345 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 337,163
Change-337,163 (-100%)
Value—
Bamco Inc
N/A
Shares— from 336,533
Change-336,533 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 315,420
Change-315,420 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 314,107
Change-314,107 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 314,015
Change-314,015 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 311,854
Change-311,854 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 302,379
Change-302,379 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 297,300
Change-297,300 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 290,891
Change-290,891 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 285,918
Change-285,918 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 282,623
Change-282,623 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 231,322
Change-231,322 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 228,609
Change-228,609 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 203,085
Change-203,085 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 203,057
Change-203,057 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 199,997
Change-199,997 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 196,889
Change-196,889 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 174,565
Change-174,565 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 172,564
Change-172,564 (-100%)
Value—
&partners
N/A
Shares— from 165,186
Change-165,186 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 158,993
Change-158,993 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 157,134
Change-157,134 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 148,216
Change-148,216 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 132,426
Change-132,426 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 131,409
Change-131,409 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 131,341
Change-131,341 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 127,789
Change-127,789 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 125,914
Change-125,914 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 119,506
Change-119,506 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 117,614
Change-117,614 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 116,093
Change-116,093 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 112,019
Change-112,019 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 111,745
Change-111,745 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 106,208
Change-106,208 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 104,805
Change-104,805 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 102,889
Change-102,889 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 100,440
Change-100,440 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 98,845
Change-98,845 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 95,877
Change-95,877 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 95,000
Change-95,000 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 94,296
Change-94,296 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 93,042
Change-93,042 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 91,177
Change-91,177 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 88,535
Change-88,535 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 83,422
Change-83,422 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 82,613
Change-82,613 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 81,321
Change-81,321 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 80,661
Change-80,661 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 79,776
Change-79,776 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 77,971
Change-77,971 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 76,319
Change-76,319 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 74,982
Change-74,982 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 71,151
Change-71,151 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 67,736
Change-67,736 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 66,298
Change-66,298 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 65,701
Change-65,701 (-100%)
Value—
EWA, LLC
N/A
Shares— from 64,047
Change-64,047 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 63,069
Change-63,069 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 62,820
Change-62,820 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 61,909
Change-61,909 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 59,536
Change-59,536 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 59,213
Change-59,213 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 57,693
Change-57,693 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 57,517
Change-57,517 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 54,840
Change-54,840 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 54,550
Change-54,550 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 52,367
Change-52,367 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 51,942
Change-51,942 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 48,078
Change-48,078 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 46,947
Change-46,947 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 46,523
Change-46,523 (-100%)
Value—
Blair William & Co
N/A
Shares— from 46,380
Change-46,380 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 45,688
Change-45,688 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 43,312
Change-43,312 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 43,037
Change-43,037 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 42,830
Change-42,830 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 41,771
Change-41,771 (-100%)
Value—
Optas, LLC
N/A
Shares— from 39,959
Change-39,959 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 39,807
Change-39,807 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 39,571
Change-39,571 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 38,925
Change-38,925 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 37,570
Change-37,570 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 36,756
Change-36,756 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 36,735
Change-36,735 (-100%)
Value—
State Street Corp
N/A
Shares— from 34,020
Change-34,020 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 33,982
Change-33,982 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 33,403
Change-33,403 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 33,020
Change-33,020 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 32,721
Change-32,721 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 30,537
Change-30,537 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 30,425
Change-30,425 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 29,947
Change-29,947 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 29,790
Change-29,790 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 29,790
Change-29,790 (-100%)
Value—
Commerce Bank
N/A
Shares— from 29,090
Change-29,090 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 28,583
Change-28,583 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 28,371
Change-28,371 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 28,329
Change-28,329 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,231
Change-28,231 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 27,007
Change-27,007 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,640
Change-25,640 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 25,606
Change-25,606 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 25,312
Change-25,312 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 24,809
Change-24,809 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 24,330
Change-24,330 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 24,049
Change-24,049 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 23,630
Change-23,630 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,618
Change-23,618 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,546
Change-23,546 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23,422
Change-23,422 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 23,091
Change-23,091 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 23,031
Change-23,031 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 22,367
Change-22,367 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,175
Change-22,175 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 21,600
Change-21,600 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20,022
Change-20,022 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,782
Change-19,782 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 19,666
Change-19,666 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 19,637
Change-19,637 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 19,465
Change-19,465 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 19,155
Change-19,155 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,048
Change-19,048 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 18,502
Change-18,502 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 18,454
Change-18,454 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 17,644
Change-17,644 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17,593
Change-17,593 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,512
Change-17,512 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 17,399
Change-17,399 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,819
Change-16,819 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 16,227
Change-16,227 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 15,788
Change-15,788 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 15,713
Change-15,713 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 14,997
Change-14,997 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 14,878
Change-14,878 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 14,729
Change-14,729 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 14,187
Change-14,187 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13,679
Change-13,679 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 13,371
Change-13,371 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 13,364
Change-13,364 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 12,753
Change-12,753 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 12,212
Change-12,212 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 12,160
Change-12,160 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 12,024
Change-12,024 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 11,817
Change-11,817 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,437
Change-11,437 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 10,946
Change-10,946 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 10,743
Change-10,743 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 10,637
Change-10,637 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 10,285
Change-10,285 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,204
Change-10,204 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 9,676
Change-9,676 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,141
Change-8,141 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 928
Change-928 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 741
Change-741 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 726
Change-726 (-100%)
Value—
EFG International AG
N/A
Shares— from 614
Change-614 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 599
Change-599 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
CNB Bank
N/A
Shares— from 535
Change-535 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 475
Change-475 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 371
Change-371 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Motco
N/A
Shares— from 322
Change-322 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 286
Change-286 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 163
Change-163 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12
Change-12 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED98,881,93497,910,346+971,588+1%$1.9B$2.3B+$333.8M2026-11-06
Todd Asset Management LLC
DECREASED3,409,5444,028,393-618,849-15%$80.1M$78.7M-$1.5M2026-10-27
Creative Planning
INCREASED1,716,9351,548,878+168,057+11%$30.8M$39.6M+$8.8M2026-11-02
Dimensional Fund Advisors LP
DECREASED1,707,3601,847,481-140,121-8%$36.7M$39.4M+$2.6M2026-11-04
Bank of New York Mellon Corp
INCREASED1,440,7591,402,109+38,650+3%$27.9M$33.2M+$5.4M2026-11-05
TD Waterhouse Canada Inc.
INCREASED1,097,840928,117+169,723+18%$18.8M$24.8M+$6.0M2026-10-16
LPL Financial LLC
DECREASED889,327907,092-17,765-2%$18.0M$20.5M+$2.5M2026-11-06
Crossmark Global Holdings, Inc.
DECREASED786,632855,487-68,855-8%$17.0M$18.2M+$1.1M2026-10-21
Russell Investments Group, Ltd.
INCREASED631,594370,437+261,157+71%$7.4M$14.6M+$7.2M2026-11-06
Savant Capital, LLC
INCREASED535,447262,577+272,870+104%$5.6M$12.4M+$6.8M2026-11-06
Boston Common Asset Management, LLC
INCREASED497,504487,481+10,023+2%$9.7M$11.5M+$1.8M2026-10-13
Barclays PLC
DECREASED475,438522,637-47,199-9%$10.4M$11.0M+$573.1K2026-11-06
US Bancorp \de\
INCREASED451,061426,647+24,414+6%$8.5M$10.4M+$1.9M2026-11-05
Vise Technologies, Inc.
INCREASED441,400375,841+65,559+17%$7.5M$10.2M+$2.7M2026-10-29
Citigroup Inc
DECREASED416,329422,305-5,976-1%$8.4M$9.6M+$1.2M2026-11-04
Guardian Partners Inc.
DECREASED400,574406,684-6,110-1%$8.1M$9.2M+$1.2M2026-10-21
PNC Financial Services Group, Inc.
INCREASED398,744364,862+33,882+9%$7.3M$9.2M+$1.9M2026-11-06
Quadrant Capital Group LLC
INCREASED395,988392,955+3,033+1%$7.8M$8.9M+$1.1M2026-10-20
Moran Wealth Management, LLC
INCREASED391,798383,724+8,074+2%$7.6M$9.0M+$1.4M2026-10-22
Truist Financial Corp
DECREASED389,917415,183-25,266-6%$8.3M$9.0M+$737.4K2026-10-30
Eagle Global Advisors LLC
INCREASED354,514352,839+1,675+0%$7.0M$8.2M+$1.2M2026-11-02
Augustine Asset Management Inc
DECREASED342,494346,501-4,007-1%$6.9M$7.9M+$1.0M2026-10-13
Henry James International Management Inc.
INCREASED337,370296,712+40,658+14%$5.9M$7.8M+$1.9M2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED328,499319,874+8,625+3%$6.4M$7.6M+$1.2M2026-11-02
Signaturefd, LLC
INCREASED316,045307,497+8,548+3%$6.1M$7.3M+$1.2M2026-10-23
Factory Mutual Insurance Co
UNCHANGED315,464315,46400%$6.3M$7.3M+$1.0M2026-10-30
Ritholtz Wealth Management
INCREASED307,353294,071+13,282+5%$5.8M$7.1M+$1.2M2026-11-05
Gradient Investments LLC
DECREASED288,000301,721-13,721-5%$6.0M$6.6M+$642.9K2026-10-08
ABC Arbitrage SA
NEW265,804—+265,804——$6.1M—2026-10-23
Compound Planning, Inc.
INCREASED234,601205,851+28,750+14%$4.1M$5.4M+$1.3M2026-11-05
Evergreen Capital Management LLC
DECREASED228,106228,544-4380%$4.5M$5.3M+$716.7K2026-10-23
Diversify Wealth Management, LLC
INCREASED224,528222,085+2,443+1%$5.1M$4.9M-$222.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED224,528222,085+2,443+1%$5.1M$4.9M-$222.0K2026-10-20
Atria Investments, Inc
DECREASED219,426236,138-16,712-7%$4.7M$5.1M+$365.4K2026-10-15
Park Avenue Securities LLC
DECREASED204,132206,495-2,363-1%$4.1M$4.7K-$4.1M2026-10-26
Jcic Asset Management Inc.
INCREASED187,819186,469+1,350+1%$3.2M$4.3M+$1.2M2026-10-30
Mitchell Capital Management Co
INCREASED180,484176,188+4,296+2%$3.5M$4.2M+$659.4K2026-10-29
Sumitomo Mitsui Trust Group, Inc.
INCREASED180,047163,549+16,498+10%$3.3M$4.2M+$900.7K2026-10-29
Altman Advisors, Inc.
DECREASED175,636176,171-5350%$3.5M$4.1M+$547.9K2026-11-05
Ethic Inc.
INCREASED156,365151,087+5,278+3%$3.0M$3.6M+$602.2K2026-11-03
Aaron Wealth Advisors LLC
INCREASED156,150150,101+6,049+4%$3.0M$3.6M+$616.9K2026-10-13
Keybank National Association
INCREASED155,871152,605+3,266+2%$3.0M$3.6M+$560.6K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED150,913137,439+13,474+10%$2.8M$3.4M+$579.9K2026-11-04
Nations Financial Group Inc,
INCREASED143,687114,162+29,525+26%$2.3M$3.3M+$1.0M2026-11-05
Legacy Wealth Asset Management, LLC
DECREASED136,016138,018-2,002-1%$2.7M$3.1M+$392.7K2026-10-09
Fulcrum Wealth Advisors, LLC
DECREASED134,186154,380-20,194-13%$3.1M$3.1M+$25.1K2026-10-16
Commonwealth Equity Services, LLC
DECREASED129,195183,644-54,449-30%$3.7M$3.0M-$672.2K2026-11-02
HB Wealth Management, LLC
INCREASED124,77890,600+34,178+38%$1.8M$2.9M+$1.1M2026-10-23
Choreo, LLC
INCREASED114,107108,050+6,057+6%$2.1M$2.6M+$483.3K2026-10-28
GC Wealth Management RIA, LLC
INCREASED112,89193,174+19,717+21%$1.9M$2.6M+$751.2K2026-11-02
Bailard, Inc.
INCREASED112,705112,061+644+1%$2.2M$2.6M+$371.2K2026-10-13
Confluence Investment Management LLC
DECREASED106,561106,721-1600%$2.1M$2.5M+$335.7K2026-10-01
Farther Finance Advisors, LLC
INCREASED106,02198,633+7,388+7%$2.0M$2.4M+$483.5K2026-10-08
Oppenheimer Asset Management Inc.
DECREASED90,927114,714-23,787-21%$2.3M$2.1M-$184.0K2026-10-27
Capricorn Fund Managers Ltd
NEW90,000—+90,000——$2.1M—2026-11-03
Greenleaf Trust
DECREASED88,30696,029-7,723-8%$1.9M$2.0M+$127.2K2026-10-29
Assetmark, Inc
INCREASED84,15752,322+31,835+61%$1.0M$1.9M+$900.8K2026-10-21
Lockheed Martin Investment Management Co
DECREASED80,79084,570-3,780-4%$1.7M$1.9M+$181.7K2026-11-04
Gamma Investing LLC
INCREASED78,36371,040+7,323+10%$1.4M$1.8M+$394.8K2026-10-08
Merit Financial Group, LLC
INCREASED78,11629,168+48,948+168%$580.2K$1.8M+$1.2M2026-11-06
InTrack Investment Management Inc
INCREASED77,72455,301+22,423+41%$1.1M$1.8M+$693.2K2026-10-15
Calamos Wealth Management LLC
INCREASED75,26671,435+3,831+5%$1.4M$1.7M+$315.5K2026-11-02
Highland Capital Management, LLC
DECREASED75,17576,900-1,725-2%$1.5M$1.7M+$204.7K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED74,72886,156-11,428-13%$1.7M$1.7M+$10.3K2026-10-20
QP Wealth Management, LLC
NEW73,921—+73,921——$1.7M—2026-10-20
CIBC Asset Management Inc
DECREASED72,31874,134-1,816-2%$1.5M$1.7M+$193.9K2026-11-05
Versant Capital Management, Inc
INCREASED70,64568,945+1,700+2%$1.4M$1.6M+$258.5K2026-10-02
Abel Hall, LLC
INCREASED69,30169,120+181+0%$1.4M$1.6M+$224.0K2026-10-19
Fifth Third Bancorp
DECREASED68,98178,032-9,051-12%$1.6M$1.6M+$39.3K2026-11-05
Themes Management Co LLC
INCREASED66,91349,262+17,651+36%$979.8K$1.5M+$563.9K2026-10-29
ABN Amro Investment Solutions
DECREASED66,91075,200-8,290-11%$1.5M$1.5M+$47.9K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED66,77549,645+17,130+35%$1.1M$1.5M+$426.3K2026-10-13
Parallel Advisors, LLC
INCREASED65,31963,273+2,046+3%$1.3M$1.5M+$248.4K2026-11-03
Kathmere Capital Management, LLC
INCREASED63,62255,562+8,060+15%$1.1M$1.5M+$362.6K2026-10-20
Harbour Capital Advisors, LLC
INCREASED63,50062,360+1,140+2%$1.4M$1.5M+$114.9K2026-10-13
Davenport & Co LLC
DECREASED56,24456,382-1380%$1.1M$1.3M+$176.1K2026-10-14
Fiera Capital Corp
INCREASED55,88749,692+6,195+12%$988.4K$1.3M+$300.9K2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED55,82652,854+2,972+6%$1.1M$1.3M+$236.6K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED52,85850,964+1,894+4%$1.0M$1.2M+$205.8K2026-10-22
Louisbourg Investments Inc.
UNCHANGED52,03252,03200%$1.0M$1.2M+$165.5K2026-10-20
Trust Point Inc.
INCREASED50,23449,093+1,141+2%$976.5K$1.2M+$182.4K2026-10-27
Aprio Wealth Management, LLC
INCREASED50,13748,834+1,303+3%$971.3K$1.2M+$185.4K2026-10-28
DMC Group, LLC
INCREASED50,04747,239+2,808+6%$939.6K$1.2M+$215.0K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED50,00050,00000%$994.5K$1.2M+$159.0K2026-10-23
Portside Wealth Group, LLC
DECREASED48,62657,447-8,821-15%$1.1M$1.1M-$20.8K2026-10-20
Henshaw Capital LLC
UNCHANGED48,56348,56300%$965.9K$1.1M+$154.4K2026-11-03
Prospera Financial Services Inc
INCREASED47,78846,090+1,698+4%$916.7K$1.0M+$113.6K2026-11-04
Personal CFO Solutions, LLC
DECREASED47,61452,479-4,865-9%$1.1M$1.1M+$37.8K2026-11-06
Burns Matteson Capital Management, LLC
DECREASED47,43747,835-398-1%$951.4K$1.1M+$142.9K2026-10-16
Kestra Advisory Services, LLC
INCREASED45,21321,804+23,409+107%$433.7K$1.0M+$609.4K2026-11-02
Lido Advisors, LLC
INCREASED45,10434,728+10,376+30%$700.3K$1.0M+$340.3K2026-11-04
Pinnacle Associates LTD
UNCHANGED44,16644,16600%$878.5K$1.0M+$140.4K2026-10-20
Successful Portfolios LLC
INCREASED44,04044,032+8+0%$936.0K$1.0M+$69.5K2026-10-09
Cordatus Wealth Management LLC
INCREASED43,42542,580+845+2%$846.9K$1.0M+$154.9K2026-10-19
Five Oceans Advisors
UNCHANGED43,11243,11200%$857.5K$994.6K+$137.1K2026-10-22
Anchyra Partners LLC
INCREASED42,89639,695+3,201+8%$789.5K$989.6K+$200.1K2026-10-13
Valeo Financial Advisors, LLC
INCREASED41,26437,187+4,077+11%$739.6K$952.0K+$212.3K2026-10-08
Xponance LLC
INCREASED41,09135,644+5,447+15%$709.0K$948.0K+$239.0K2026-11-03
BG Investment Services, LLC
NEW39,680—+39,680——$915.4K—2026-10-23
Traveka Wealth, LLC
INCREASED39,66037,939+1,721+5%$754.6K$915.0K+$160.3K2026-10-19
Sage Rhino Capital LLC
DECREASED37,16737,641-474-1%$748.7K$857.4K+$108.8K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED36,15833,857+2,301+7%$673.4K$834.2K+$160.7K2026-11-04
Wedmont Private Capital
INCREASED36,00725,222+10,785+43%$546.1K$809.4K+$263.4K2026-10-09
Mission Wealth Management, LP
DECREASED35,15747,053-11,896-25%$935.9K$811.1K-$124.8K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED35,13127,115+8,016+30%$539.3K$810.5K+$271.2K2026-10-13
Resonant Capital Advisors, LLC
INCREASED34,10233,415+687+2%$672.3K$786.7K+$114.4K2026-10-15
Arlington Trust Co LLC
INCREASED33,843771+33,072+4289%$15.3K$780.8K+$765.4K2026-10-20
Florida Trust Wealth Management Co
INCREASED32,05631,016+1,040+3%$616.9K$739.5K+$122.6K2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED31,69415,187+16,507+109%$302.1K$731.2K+$429.1K2026-10-21
First Command Advisory Services, Inc.
INCREASED30,9564,272+26,684+625%$85.0K$714.2K+$629.2K2026-11-05
Riversedge Advisors, LLC
INCREASED29,25026,910+2,340+9%$535.2K$674.8K+$139.6K2026-10-09
55 North Private Wealth, LLC
INCREASED28,83626,685+2,151+8%$530.8K$665.3K+$134.5K2026-10-20
Swiss Life Asset Management Ltd
DECREASED28,70629,310-604-2%$583.0K$662.2K+$79.3K2026-11-03
J.Safra Asset Management Corp
INCREASED28,06724,104+3,963+16%$479.4K$647.5K+$168.1K2026-11-03
Hardy Reed LLC
INCREASED27,87124,400+3,471+14%$485.3K$643.0K+$157.7K2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED26,67924,754+1,925+8%$499.6K$615.4K+$115.8K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED26,43023,938+2,492+10%$476.1K$609.7K+$133.6K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED26,04122,534+3,507+16%$448.2K$600.8K+$152.6K2026-10-16
May Hill Capital, LLC
INCREASED25,94225,283+659+3%$502.9K$598.5K+$95.6K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED25,66626,746-1,080-4%$532.0K$592.1K+$60.1K2026-10-27
Clearstead Advisors, LLC
INCREASED25,55525,413+142+1%$505.5K$589.6K+$84.1K2026-11-06
SYM Financial Corp
INCREASED25,51625,296+220+1%$503.1K$588.7K+$85.5K2026-10-26
PDS Planning, Inc
UNCHANGED24,75624,75600%$492.4K$571.1K+$78.7K2026-11-03
Legacy Wealth Partners, LLC
INCREASED24,43820,154+4,284+21%$400.9K$563.8K+$162.9K2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED24,25723,184+1,073+5%$461.1K$559.6K+$98.5K2026-11-02
Cromwell Holdings LLC
UNCHANGED24,13424,13400%$480.0K$556.8K+$76.7K2026-10-28
Norden Group LLC
DECREASED24,03528,189-4,154-15%$560.7K$554.5K-$6.2K2026-10-20
HUB Investment Partners, LLC
INCREASED23,79321,409+2,384+11%$425.8K$548.9K+$123.1K2026-11-03
Marks Group Wealth Management, Inc
DECREASED23,64335,541-11,898-33%$706.9K$545.4K-$161.5K2026-11-05
Third View Private Wealth, LLC
DECREASED22,47927,027-4,548-17%$537.6K$518.6K-$19.0K2026-10-30
Allworth Financial LP
INCREASED22,30719,129+3,178+17%$380.5K$443.7K+$63.2K2026-11-06
Bahl & Gaynor LLC
NEW22,210—+22,210——$512.4K—2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED21,63522,283-648-3%$443.2K$499.1K+$55.9K2026-11-03
Brighton Jones LLC
INCREASED21,22021,136+84+0%$420.4K$489.6K+$69.2K2026-11-03
Yousif Capital Management, LLC
DECREASED19,94220,352-410-2%$404.8K$460.1K+$55.3K2026-10-22
Foster Group, Inc.
DECREASED19,85420,235-381-2%$402.5K$458.0K+$55.6K2026-10-13
MGO One Seven LLC
DECREASED19,43422,723-3,289-14%$452.0K$448.4K-$3.6K2026-10-28
Crestwood Advisors Group, LLC
INCREASED19,37518,483+892+5%$367.6K$447.0K+$79.4K2026-10-27
LVW Advisors, LLC
INCREASED19,11516,389+2,726+17%$326.0K$441.0K+$115.0K2026-10-19
Carter Financial Group, Inc.
NEW19,107—+19,107——$440.8K—2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED18,83617,740+1,096+6%$353.0K$435-$352.6K2026-11-02
Integrity Alliance, Llc.
NEW18,745—+18,745——$432.4K—2026-10-29
Perigon Wealth Management, LLC
INCREASED18,37217,832+540+3%$354.7K$423.8K+$69.2K2026-10-22
Athena Wealth Management, LLC
INCREASED18,16317,340+823+5%$344.9K$419.0K+$74.1K2026-10-09
Gibbs Wealth Management
DECREASED17,85820,857-2,999-14%$414.8K$412.0K-$2.9K2026-10-22
Old National Bancorp
DECREASED17,85818,201-343-2%$362.0K$412.0K+$50.0K2026-10-20
180 Wealth Advisors, LLC
DECREASED17,61918,181-562-3%$361.6K$406.5K+$44.9K2026-11-03
First Affirmative Financial Network
NEW17,023—+17,023——$392.7K—2026-10-21
XXI Wealth, LLC
INCREASED16,20715,018+1,189+8%$298.7K$373.9K+$75.2K2026-10-22
Bingham Private Wealth, LLC
DECREASED16,03316,407-374-2%$326.3K$369.9K+$43.5K2026-11-05
Canopy Partners, LLC
UNCHANGED15,98915,98900%$318.0K$368.9K+$50.8K2026-10-28
Soltis Investment Advisors LLC
INCREASED15,38911,457+3,932+34%$227.9K$355.0K+$127.2K2026-10-28
Gallacher Capital Management LLC
DECREASED15,36425,262-9,898-39%$502.5K$354.4K-$148.0K2026-10-30
Alta Capital Management LLC/
DECREASED15,26119,310-4,049-21%$384.1K$352.1K-$32.0K2026-10-26
SmartHarvest Portfolios, LLC
DECREASED15,06715,339-272-2%$305.1K$347.6K+$42.5K2026-10-26
Knights of Columbus Asset Advisors LLC
DECREASED14,74618,852-4,106-22%$375.0K$340.2K-$34.8K2026-11-05
Rose Capital Advisors LLC
NEW14,540—+14,540——$335.4K—2026-11-04
Frank, Rimerman Advisors LLC
INCREASED14,16512,958+1,207+9%$257.7K$326.8K+$69.1K2026-10-16
Sapient Capital LLC
UNCHANGED13,91413,91400%$280.3K$321.0K+$40.7K2026-10-08
Cidel Asset Management Inc
INCREASED13,83313,323+510+4%$265.0K$319.1K+$54.1K2026-10-29
Seven Mile Advisory
DECREASED13,79314,154-361-3%$281.5K$318.2K+$36.7K2026-10-22
Diversified Trust Co
INCREASED13,64111,954+1,687+14%$237.8K$314.7K+$76.9K2026-11-06
Apollon Wealth Management, LLC
DECREASED13,58615,504-1,918-12%$308.4K$313.4K+$5.1K2026-10-23
Ascent Group, LLC
INCREASED13,22412,836+388+3%$255.3K$305.1K+$49.8K2026-10-30
HBK Sorce Advisory LLC
DECREASED13,18513,307-122-1%$298.3K$278.7K-$19.6K2026-11-06
Sovran Advisors, LLC
NEW13,184—+13,184——$289.2K—2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED12,88412,592+292+2%$250.5K$297.2K+$46.8K2026-10-22
Sunpointe, LLC
INCREASED12,84912,204+645+5%$242.7K$296.4K+$53.7K2026-10-22
Sowell Financial Services LLC
DECREASED12,84517,830-4,985-28%$354.6K$296.3K-$58.3K2026-10-23
Independent Solutions Wealth Management, LLC
UNCHANGED12,69212,69200%$252.4K$292.8K+$40.4K2026-10-28
Livet Wealth, LLC
DECREASED12,66216,148-3,486-22%$321.2K$292.1K-$29.1K2026-10-27
Facet Wealth, Inc.
INCREASED12,50112,029+472+4%$239.3K$288.4K+$49.1K2026-11-04
Moody National Bank Trust Division
DECREASED12,04417,351-5,307-31%$345.1K$277.9K-$67.3K2026-10-06
Hohimer Wealth Management, LLC
DECREASED11,972193,699-181,727-94%$3.9M$276.2K-$3.6M2026-11-04
AlphaCore Capital LLC
NEW11,866—+11,866——$273.7K—2026-11-04
Indivisible Partners
NEW11,844—+11,844——$273.3K—2026-10-26
Csenge Advisory Group
INCREASED11,76111,284+477+4%$224.4K$271.3K+$46.9K2026-11-04
Eagle Bay Advisors LLC
DECREASED11,75512,504-749-6%$251.9K$271.2K+$19.3K2026-10-16
RBA Wealth Management, LLC
NEW11,680—+11,680——$269.5K—2026-10-28
Thrivent Financial for Lutherans
DECREASED11,63819,944-8,306-42%$398.0K$266-$397.7K2026-11-05
Certuity, LLC
DECREASED11,38011,436-560%$227.5K$262.5K+$35.1K2026-11-02
NewSquare Capital LLC
INCREASED11,25910,230+1,029+10%$203.5K$259.7K+$56.3K2026-11-06
Ariadne Wealth Management, LP
DECREASED11,08711,337-250-2%$225.5K$255.8K+$30.3K2026-11-06
Wedbush Securities Inc
DECREASED10,93911,792-853-7%$235.0K$252-$234.7K2026-10-22
Avestar Capital, LLC
NEW10,757—+10,757——$248.2K—2026-10-28
Aspiriant, LLC
INCREASED10,72810,230+498+5%$203.5K$247.5K+$44.0K2026-10-16
Angeles Wealth Management, LLC
INCREASED10,70110,557+144+1%$212.6K$246.9K+$34.3K2026-10-26
Scheeler Financial LLC
NEW10,681—+10,681——$246.4K—2026-10-13
Enterprise Financial Services Corp
INCREASED10,43210,254+178+2%$204.0K$240.7K+$36.7K2026-11-03
Inscription Capital, LLC
INCREASED10,22510,010+215+2%$199.1K$235.9K+$36.8K2026-11-02
Axxcess Wealth Management, LLC
NEW10,215—+10,215——$235.7K—2026-10-21
Premier Path Wealth Partners, LLC
UNCHANGED10,10610,10600%$201.0K$233.1K+$32.1K2026-10-16
Verus Capital Partners, LLC
DECREASED10,10011,500-1,400-12%$228.7K$233.0K+$4.3K2026-11-03
Acorn Creek Capital LLC
NEW10,084—+10,084——$232.6K—2026-11-05
Moors & Cabot, Inc.
NEW9,865—+9,865——$227.6K—2026-11-06
TD Private Client Wealth LLC
INCREASED9,8294,458+5,371+120%$88.7K$226.8K+$138.1K2026-10-28
Gryphon Financial Partners LLC
DECREASED9,77710,624-847-8%$211.3K$225.6K+$14.2K2026-11-04
Cornerstone Wealth Group, LLC
NEW9,718—+9,718——$224.2K—2026-11-02
Blue Trust, Inc.
DECREASED9,49623,606-14,110-60%$469.5K$219.1K-$250.5K2026-10-15
Brucke Financial, Inc.
NEW9,433—+9,433——$217.6K—2026-10-23
Earned Wealth Advisors, LLC
NEW9,089—+9,089——$209.7K—2026-11-06
Parkside Financial Bank & Trust
INCREASED9,0558,017+1,038+13%$159.5K$208.9K+$49.4K2026-10-27
Baker Tilly Wealth Management, LLC
DECREASED8,89812,152-3,254-27%$241.7K$205.3K-$36.4K2026-10-05
B. Riley Wealth Advisors, Inc.
NEW8,894—+8,894——$205.2K—2026-10-13
Owl Creek Wealth Partners LLC
INCREASED8,7578,388+369+4%$166.8K$202.0K+$35.2K2026-10-20
Nisa Investment Advisors, LLC
INCREASED7,7137,325+388+5%$147.5K$177.9K+$30.5K2026-10-20
Golden State Wealth Management, LLC
INCREASED7,4037,316+87+1%$145.5K$170.8K+$25.3K2026-11-02
Salomon & Ludwin, LLC
UNCHANGED6,6036,60300%$133.8K$152.3K+$18.5K2026-10-29
James T. Borello RIA
UNCHANGED5,9365,93600%$118.1K$136.9K+$18.9K2026-10-16
City Holding Co
INCREASED5,3955,000+395+8%$99.4K$124.4K+$25.0K2026-10-19
True Wealth Design, LLC
INCREASED5,3374,885+452+9%$97.2K$123.1K+$26.0K2026-10-13
Mather Group, Llc.
INCREASED5,3182,573+2,745+107%$51.2K$122.7K+$71.5K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED5,212327+4,885+1494%$6.5K$120.2K+$113.7K2026-10-30
Root Financial Partners, LLC
NEW4,269—+4,269——$98.5K—2026-10-21
Global X Japan Co., Ltd.
DECREASED4,1294,746-617-13%$94.4K$95.3K+$8582026-10-21
Community Bank, N.A.
UNCHANGED3,9033,90300%$77.6K$90.0K+$12.4K2026-11-06
Private Trust Co NA
INCREASED3,5672,948+619+21%$58.6K$82.3K+$23.7K2026-10-20
Larson Financial Group LLC
INCREASED3,5533,191+362+11%$63.5K$82.0K+$18.5K2026-11-05
Rosenberg Matthew Hamilton
DECREASED3,4794,208-729-17%$83.7K$80.3K-$3.4K2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED3,3483,34800%$66.6K$77.2K+$10.6K2026-11-03
IFP Advisors, Inc
INCREASED2,9672,629+338+13%$52.3K$68.4K+$16.2K2026-10-16
West Financial Advisors, LLC
NEW2,532—+2,532——$58.4K—2026-10-22
SJS Investment Consulting Inc.
UNCHANGED2,3952,39500%$47.6K$55.3K+$7.6K2026-10-26
Simplex Trading, LLC
DECREASED2,35721,438-19,081-89%$426.4K$54.4K-$372.0K2026-11-04
Highline Wealth Partners LLC
INCREASED2,3001,847+453+25%$36.7K$53.1K+$16.3K2026-10-19
Essential Partners LLC
UNCHANGED2,3002,30000%$45.7K$53.1K+$7.3K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED2,2991,878+421+22%$37.4K$53.0K+$15.7K2026-10-20
Boyd Watterson Asset Management LLC
UNCHANGED2,2382,23800%$44.5K$51.6K+$7.1K2026-11-06
GK Wealth Management LLC
NEW2,174—+2,174——$50.2K—2026-10-09
Retirement Wealth Solutions LLC
INCREASED2,0111,109+902+81%$22.1K$46.4K+$24.3K2026-10-07
Lanark Financial, Inc.
DECREASED1,8581,866-80%$37.1K$42.9K+$5.8K2026-10-26
Westside Investment Management, Inc.
UNCHANGED1,8461,84600%$36.7K$42.1K+$5.4K2026-11-02
Signature Equity Partners, LLC
INCREASED1,7601,638+122+7%$32.6K$40.6K+$8.0K2026-10-29
Bare Financial Services, Inc
INCREASED1,7031,561+142+9%$31.0K$39.3K+$8.2K2026-11-04
Laurel Wealth Advisors LLC
NEW1,666—+1,666——$38.4K—2026-10-27
Grove Bank & Trust
INCREASED1,5721,437+135+9%$28.6K$36.3K+$7.7K2026-10-08
Bell Investment Advisors, Inc
UNCHANGED1,5431,54300%$30.7K$35.6K+$4.9K2026-10-29
Cullen T Bankers, Inc.
DECREASED1,4971,692-195-12%$33.7K$34.5K+$8812026-10-28
Financial Consulate, Inc
INCREASED1,4451,140+305+27%$22.7K$33.3K+$10.7K2026-10-23
Ascentis Wealth Management, LLC
INCREASED1,4391,004+435+43%$20.0K$33.2K+$13.2K2026-11-03
V-Square Quantitative Management LLC
NEW1,403—+1,403——$32.4K—2026-10-15
Addison Advisors LLC
INCREASED1,3881,323+65+5%$26.3K$32.0K+$5.7K2026-11-06
Key FInancial Inc
UNCHANGED1,3001,30000%$25.9K$30.0K+$4.1K2026-11-02
Triumph Capital Management
INCREASED1,2991,288+11+1%$25.6K$30.0K+$4.4K2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED1,2691,26900%$25.2K$29.3K+$4.0K2026-10-07
Oakworth Capital, Inc.
INCREASED1,2161,066+150+14%$21.2K$28.1K+$6.9K2026-10-26
Asset Dedication, LLC
UNCHANGED1,2051,20500%$24.0K$27.8K+$3.8K2026-11-03
Compass Financial Management LLC
UNCHANGED1,0281,02800%$20.4K$23.7K+$3.3K2026-10-30
Financial Management Professionals, Inc.
DECREASED1,0132,018-1,005-50%$40.7K$23.4K-$17.4K2026-10-23
Creative Financial Designs Inc
INCREASED916891+25+3%$17.7K$21.1K+$3.4K2026-11-04
Proathlete Wealth Management LLC
NEW761—+761——$17.6K—2026-10-15
Acumen Wealth Advisors, LLC
INCREASED714549+165+30%$10.9K$16.5K+$5.6K2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED65065000%$12.9K$15.0K+$2.1K2026-10-26
Montag A & Associates Inc
INCREASED637420+217+52%$8.4K$14.7K+$6.3K2026-10-29
Bfsg, LLC
NEW625—+625——$14.4K—2026-10-30
Rossby Financial, LCC
DECREASED586939-353-38%$18.7K$13.5K-$5.2K2026-11-05
Central Trust Co
UNCHANGED54854800%$10.9K$12.6K+$1.7K2026-11-05
North Star Investment Management Corp.
UNCHANGED54554500%$10.8K$12.6K+$1.7K2026-10-27
City State Bank
NEW514—+514——$11.9K—2026-10-20
Planning Strategies Inc.
NEW505—+505——$11.7K—2026-10-02
Elyxium Wealth, LLC
NEW483—+483——$11.1K—2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED483796-313-39%$15.8K$11.1K-$4.7K2026-10-27
Independence Bank of Kentucky
UNCHANGED48048000%$9.5K$11.1K+$1.5K2026-10-26
Silver Grove Financial Group, Inc.
DECREASED4791,060-581-55%$21.1K$11.1K-$10.0K2026-11-05
MV Capital Management, Inc.
UNCHANGED47647600%$9.5K$11.0K+$1.5K2026-10-29
American Capital Advisory, LLC
UNCHANGED47447400%$9.4K$10.9K+$1.5K2026-10-28
Gleason Group, Inc.
UNCHANGED46846800%$9.3K$10.8K+$1.5K2026-10-15
Hager Investment Management Services, LLC
DECREASED466511-45-9%$10.2K$10.8K+$5872026-11-04
Bangor Savings Bank
UNCHANGED42942900%$8.5K$9.9K+$1.4K2026-10-06
Gilpin Wealth Management, LLC
NEW377—+377——$8.7K—2026-10-09
Jnba Financial Advisors
UNCHANGED35435400%$7.0K$8.2K+$1.1K2026-11-03
Clean Yield Group
UNCHANGED33933900%$6.7K$7.8K+$1.1K2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED33617,068-16,732-98%$339.5K$7.8K-$331.7K2026-10-29
Jacobi Capital Management LLC
NEW320—+320——$7.4K—2026-11-05
Zions Bancorporation, National Association
UNCHANGED30330300%$6.0K$7.0K+$9632026-11-06
Key Capital Management, Inc
NEW302—+302——$7.0K—2026-11-03
Abound Wealth Management
UNCHANGED27827800%$5.5K$6.4K+$8842026-10-26
Nemes Rush Group LLC
UNCHANGED27127100%$5.4K$6.3K+$8622026-11-04
Tounjian Advisory Partners, LLC
INCREASED267266+1+0%$5.3K$6.2K+$8782026-11-04
Winch Advisory Services, LLC
UNCHANGED26126100%$5.2K$6.0K+$8302026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED25325300%$5.0K$5.8K+$8042026-10-13
Markowski Investments
UNCHANGED23423400%$4.7K$5.4K+$7442026-10-30
Wilmington Savings Fund Society, FSB
INCREASED232178+54+30%$3.5K$5.4K+$1.8K2026-10-23
Fiduciary Advisors, Inc.
NEW216—+216——$5.0K—2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED21421400%$4.3K$4.9K+$6802026-10-15
Fairway Wealth LLC
NEW188—+188——$4.3K—2026-10-30
Albion Financial Group
INCREASED187112+75+67%$2.2K$4.3K+$2.1K2026-10-21
Granite FO LLC
UNCHANGED18618600%$3.7K$4.3K+$5912026-10-14
CX Institutional
UNCHANGED18118100%$4$4$02026-10-02
Avion Wealth
UNCHANGED16916900%$3$3$02026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED16916900%$3.4K$3.9K+$5382026-10-16
Monetary Solutions, Ltd
INCREASED153100+53+53%$2.0K$3.5K+$1.5K2026-10-22
CoreCap Advisors, LLC
DECREASED147173-26-15%$3.4K$3.4K-$272026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED13913900%$2.8K$3.2K+$4422026-10-28
West Paces Advisors Inc.
UNCHANGED13813800%$2.7K$3.2K+$4392026-10-13
Horizon Financial Services, LLC
DECREASED120225-105-47%$4.5K$2.8K-$1.7K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED12012000%$2.4K$2.8K+$3822026-10-09
Advocate Investing Services LLC
UNCHANGED12012000%$2.4K$2.8K+$3812026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED10810800%$2.1K$2.5K+$3442026-10-15
Breakwater Investment Management
NEW100—+100——$2.3K—2026-10-20
Balance Wealth Partners LLC
NEW86—+86——$2.0K—2026-10-27
WPG Advisers, LLC
UNCHANGED828200%$1.6K$1.9K+$2612026-10-27
Noble Wealth Management PBC
UNCHANGED808000%$1.6K$1.8K+$2552026-10-01
DeDora Capital, Inc.
NEW78—+78——$1.8K—2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED646400%$1.3K$1.5K+$2032026-11-04
Nvest Wealth Strategies, Inc.
INCREASED6231+31+100%$617$1.4K+$8152026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED545400%$1.1K$1.2K+$1712026-10-21
Trust Co of Vermont
NEW31—+31——$715—2026-10-21
Trust Co
UNCHANGED303000%$597$692+$952026-10-09
Godsey & Gibb, Inc
INCREASED2310+13+130%$199$531+$3322026-10-14
Mosley Wealth Management
UNCHANGED101000%$199$219+$202026-10-16
Myriad Asset Management Advisors LLC
CLOSED0161,926-161,926-100%$3.2M$0-$3.2M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED080,948-80,948-100%$1.6M$0-$1.6M2026-10-16
Oppenheimer & Co Inc
CLOSED039,519-39,519-100%$786.0K$0-$786.0K2026-10-26
One Wealth Capital Management, LLC
CLOSED033,376-33,376-100%$663.8K$0-$663.8K2026-10-23
Brookstone Capital Management
CLOSED030,358-30,358-100%$603.8K$0-$603.8K2026-10-22
Sepio Capital, LP
CLOSED011,470-11,470-100%$228.1K$0-$228.1K2026-10-22
Convergence Financial, LLC
CLOSED010,359-10,359-100%$206.0K$0-$206.0K2026-10-27
Solstein Capital, LLC
CLOSED04,380-4,380-100%$87.1K$0-$87.1K2026-11-02
Cornerstone Planning Group LLC
CLOSED01,876-1,876-100%$42.0K$0-$42.0K2026-10-16
Wellington Grp LLC
CLOSED01,425-1,425-100%$24.2K$0-$24.2K2026-11-06
NBT Bank, N.A.
CLOSED01,030-1,030-100%$20.5K$0-$20.5K2026-10-21
Salem Investment Counselors Inc
CLOSED0787-787-100%$15.7K$0-$15.7K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0548-548-100%$10.9K$0-$10.9K2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED0479-479-100%$9.5K$0-$9.5K2026-11-04
AdvisorNet Financial, Inc
CLOSED0358-358-100%$7.1K$0-$7.1K2026-10-15
Whipplewood Advisors, LLC
CLOSED082-82-100%$1.6K$0-$1.6K2026-10-20
Southern Michigan Bank & Trust
CLOSED050-50-100%$995$0-$9952026-10-19
Bayforest Capital Ltd
CLOSED034-34-100%$676$0-$6762026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED030-30-100%$589$0-$5892026-10-16
Stone House Investment Management, LLC
CLOSED024-24-100%$477$0-$4772026-10-23
Aristotle Capital Management, LLC
N/A—48,170,066-48,170,066-100%$958.1M———
Goldman Sachs Group Inc
N/A—14,874,982-14,874,982-100%$295.9M———
BlackRock, Inc.
N/A—13,073,423-13,073,423-100%$260.0M———
Bank of America Corp
N/A—12,472,209-12,472,209-100%$248.1M———
Northern Trust Corp
N/A—11,066,330-11,066,330-100%$220.1M———
FMR LLC
N/A—9,187,104-9,187,104-100%$182.7M———
Morgan Stanley
N/A—6,886,940-6,886,940-100%$137.0M———
Royal Bank of Canada
N/A—6,445,617-6,445,617-100%$128.2M———
Chevy Chase Trust Holdings, LLC
N/A—6,274,113-6,274,113-100%$124.8M———
Clearbridge Investments, LLC
N/A—5,723,173-5,723,173-100%$113.8M———
FIL Ltd
N/A—5,667,287-5,667,287-100%$112.7M———
Envestnet Asset Management Inc
N/A—4,822,539-4,822,539-100%$95.9M———
American Century Companies Inc
N/A—3,616,600-3,616,600-100%$71.9M———
SEI Investments Co
N/A—3,555,589-3,555,589-100%$70.7M———
Aviso Financial Inc.
N/A—3,407,528-3,407,528-100%$67.8M———
JPMorgan Chase & Co
N/A—3,204,048-3,204,048-100%$64.0M———
Natixis Advisors, LLC
N/A—2,995,668-2,995,668-100%$59.6M———
Quantinno Capital Management LP
N/A—2,964,566-2,964,566-100%$59.0M———
Teachers Retirement System of the State of Kentucky
N/A—2,506,310-2,506,310-100%$49.9M———
Charles Schwab Investment Management Inc
N/A—2,260,167-2,260,167-100%$45.0M———
Wells Fargo & Company
N/A—2,256,290-2,256,290-100%$44.9M———
AQR Capital Management LLC
N/A—2,140,236-2,140,236-100%$42.6M———
Capital Wealth Planning, LLC
N/A—2,059,506-2,059,506-100%$41.0M———
UBS Group AG
N/A—1,874,094-1,874,094-100%$37.3M———
Jones Financial Companies Lllp
N/A—1,625,882-1,625,882-100%$32.8M———
National Bank of Canada
N/A—1,413,433-1,413,433-100%$28.1M———
Neuberger Berman Group LLC
N/A—1,276,427-1,276,427-100%$25.4M———
Thornburg Investment Management Inc
N/A—1,229,407-1,229,407-100%$24.5M———
O'shaughnessy Asset Management, LLC
N/A—1,221,405-1,221,405-100%$24.3M———
UBS Asset Management Americas LLC
N/A—1,217,315-1,217,315-100%$24.2M———
Raymond James Financial Inc
N/A—1,198,052-1,198,052-100%$23.8M———
Curi Capital, LLC
N/A—986,652-986,652-100%$19.5M———
1832 Asset Management L.P.
N/A—946,370-946,370-100%$18.8M———
Federation des caisses Desjardins du Quebec
N/A—931,287-931,287-100%$18.5M———
SCS Capital Management LLC
N/A—819,852-819,852-100%$16.3M———
QRG Capital Management, Inc.
N/A—817,288-817,288-100%$16.3M———
Invesco Ltd.
N/A—810,053-810,053-100%$16.1M———
Stifel Financial Corp
N/A—790,629-790,629-100%$15.7M———
Cerity Partners LLC
N/A—748,920-748,920-100%$14.9M———
Permanens Capital L.P.
N/A—574,236-574,236-100%$11.5M———
Pathstone Holdings, LLC
N/A—570,727-570,727-100%$11.4M———
CIBC World Market Inc.
N/A—535,840-535,840-100%$10.7M———
Vanguard Personalized Indexing Management, LLC
N/A—518,540-518,540-100%$10.3M———
Westfield Capital Management Co LP
N/A—514,757-514,757-100%$10.2M———
Vident Advisory, LLC
N/A—484,835-484,835-100%$9.6M———
First Trust Advisors LP
N/A—473,402-473,402-100%$9.4M———
HighTower Advisors, LLC
N/A—468,901-468,901-100%$9.3M———
MML Investors Services, LLC
N/A—444,108-444,108-100%$8.8M———
BNP Paribas Financial Markets
N/A—418,348-418,348-100%$8.3M———
Mercer Global Advisors Inc
N/A—415,270-415,270-100%$8.3M———
Cetera Investment Advisers
N/A—401,405-401,405-100%$8.0M———
Mariner, LLC
N/A—390,640-390,640-100%$7.8M———
Allianz SE
N/A—378,000-378,000-100%$7.5M———
Qube Research & Technologies Ltd
N/A—373,090-373,090-100%$7.4M———
HRT Financial LP
N/A—354,111-354,111-100%$7.0M———
Focus Partners Wealth
N/A—349,345-349,345-100%$7.0M———
Millennium Management LLC
N/A—337,163-337,163-100%$6.7M———
Bamco Inc
N/A—336,533-336,533-100%$6.7M———
Ameriprise Financial Inc
N/A—315,420-315,420-100%$6.3M———
Callan Family Office, LLC
N/A—314,107-314,107-100%$6.2M———
Price T Rowe Associates Inc
N/A—314,015-314,015-100%$6.2M———
Nuveen, LLC
N/A—311,854-311,854-100%$6.2M———
M&T Bank Corp
N/A—302,379-302,379-100%$6.0M———
Naviter Wealth, LLC
N/A—297,300-297,300-100%$6.0M———
Brasada Capital Management, LP
N/A—290,891-290,891-100%$5.8M———
Bessemer Group Inc
N/A—285,918-285,918-100%$5.7M———
Orion Porfolio Solutions, LLC
N/A—282,623-282,623-100%$5.6M———
Rockefeller Capital Management L.P.
N/A—231,322-231,322-100%$4.6M———
Rhumbline Advisers
N/A—228,609-228,609-100%$4.5M———
Sanctuary Advisors, LLC
N/A—203,085-203,085-100%$4.0M———
IEQ Capital, LLC
N/A—203,057-203,057-100%$4.0M———
Toronto Dominion Bank
N/A—199,997-199,997-100%$4.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—196,889-196,889-100%$4.0M———
Caprock Group, LLC
N/A—174,565-174,565-100%$3.5M———
Bank of Montreal
N/A—172,564-172,564-100%$3.4M———
&partners
N/A—165,186-165,186-100%$3.3M———
Madison Asset Management, LLC
N/A—158,993-158,993-100%$3.2M———
Dorsey Wright & Associates
N/A—157,134-157,134-100%$3.1M———
Benjamin Edwards Inc
N/A—148,216-148,216-100%$2.9M———
Jain Global LLC
N/A—132,426-132,426-100%$2.6M———
Captrust Financial Advisors
N/A—131,409-131,409-100%$2.6M———
BTC Capital Management, Inc.
N/A—131,341-131,341-100%$2.6M———
Hantz Financial Services, Inc.
N/A—127,789-127,789-100%$2.5M———
Engineers Gate Manager LP
N/A—125,914-125,914-100%$2.5M———
United Capital Financial Advisors, LLC
N/A—119,506-119,506-100%$2.4M———
Osaic Holdings, Inc.
N/A—117,614-117,614-100%$2.3M———
Intrust Bank NA
N/A—116,093-116,093-100%$2.3M———
Sivia Capital Partners, LLC
N/A—112,019-112,019-100%$2.2M———
Walleye Capital LLC
N/A—111,745-111,745-100%$2.2M———
Arax Advisory Partners
N/A—106,208-106,208-100%$2.1M———
Qtron Investments LLC
N/A—104,805-104,805-100%$2.1M———
Janney Montgomery Scott LLC
N/A—102,889-102,889-100%$2.0M———
Smartleaf Asset Management LLC
N/A—100,440-100,440-100%$2.0M———
17 Capital Partners, LLC
N/A—98,845-98,845-100%$2.0M———
Alliancebernstein L.P.
N/A—95,877-95,877-100%$1.6M———
Barometer Capital Management Inc.
N/A—95,000-95,000-100%$1.9M———
AdvisorShares Investments LLC
N/A—94,296-94,296-100%$1.9M———
Federated Hermes, Inc.
N/A—93,042-93,042-100%$1.9M———
Guardian Capital LP
N/A—91,177-91,177-100%$1.8M———
Ballentine Partners, LLC
N/A—88,535-88,535-100%$1.8M———
Hancock Whitney Corp
N/A—83,422-83,422-100%$1.7M———
Trexquant Investment LP
N/A—82,613-82,613-100%$1.6M———
Hudson Bay Capital Management LP
N/A—81,321-81,321-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—80,661-80,661-100%$1.6M———
Advisors Asset Management, Inc.
N/A—79,776-79,776-100%$1.6M———
Voleon Capital Management LP
N/A—77,971-77,971-100%$1.6M———
GeoWealth Management, LLC
N/A—76,319-76,319-100%$1.5M———
Dynasty Wealth Management, LLC
N/A—74,982-74,982-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—71,151-71,151-100%$1.4M———
Global Retirement Partners, LLC
N/A—67,736-67,736-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—66,298-66,298-100%$1.3M———
Westwood Holdings Group Inc
N/A—65,701-65,701-100%$1.3M———
EWA, LLC
N/A—64,047-64,047-100%$1.3M———
Ballast Advisors LLC
N/A—63,069-63,069-100%$1.3M———
NewEdge Advisors, LLC
N/A—62,820-62,820-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—61,909-61,909-100%$1.2M———
Wealth Alliance, LLC
N/A—59,536-59,536-100%$1.2M———
Limestone Investment Advisors LP
N/A—59,213-59,213-100%$1.2M———
Venturi Wealth Management, LLC
N/A—57,693-57,693-100%$1.1M———
Franklin Resources Inc
N/A—57,517-57,517-100%$1.1M———
Susquehanna International Group, LLP
N/A—54,840-54,840-100%$1.1M———
Storgate, LLC
N/A—54,550-54,550-100%$1.1M———
Flputnam Investment Management Co
N/A—52,367-52,367-100%$1.0M———
Summit Trail Advisors, LLC
N/A—51,942-51,942-100%$1.0M———
Atlas Capital Advisors Inc.
N/A—48,078-48,078-100%$956.3K———
Frec Markets, Inc.
N/A—46,947-46,947-100%$933.8K———
Rehmann Capital Advisory Group
N/A—46,523-46,523-100%$925.4K———
Blair William & Co
N/A—46,380-46,380-100%$922.5K———
Dorsey & Whitney Trust Co LLC
N/A—45,688-45,688-100%$908.7K———
Glenmede Trust Co NA
N/A—43,312-43,312-100%$861.5K———
West Family Investments, Inc.
N/A—43,037-43,037-100%$856.0K———
RNC Capital Management LLC
N/A—42,830-42,830-100%$851.9K———
Northwestern Mutual Wealth Management Co
N/A—41,771-41,771-100%$830.8K———
Optas, LLC
N/A—39,959-39,959-100%$794.8K———
Evolve Private Wealth, LLC
N/A—39,807-39,807-100%$791.8K———
Bleakley Financial Group, LLC
N/A—39,571-39,571-100%$787.1K———
Pinnacle Financial Partners, Inc.
N/A—38,925-38,925-100%$774.2K———
Coldstream Capital Management Inc
N/A—37,570-37,570-100%$747.3K———
Principal Securities, Inc.
N/A—36,756-36,756-100%$731.1K———
Bridgewater Advisors Inc.
N/A—36,735-36,735-100%$826.2K———
State Street Corp
N/A—34,020-34,020-100%$687.4K———
Syon Capital LLC
N/A—33,982-33,982-100%$675.9K———
MAI Capital Management
N/A—33,403-33,403-100%$668.8K———
Cetera Trust Company, N.a
N/A—33,020-33,020-100%$656.8K———
Main Street Research LLC
N/A—32,721-32,721-100%$650.8K———
Entropy Technologies, LP
N/A—30,537-30,537-100%$607.4K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—30,425-30,425-100%$605.2K———
Seeds Investor LLC
N/A—29,947-29,947-100%$595.6K———
E Fund Management Co., Ltd.
N/A—29,790-29,790-100%$592.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—29,790-29,790-100%$592.5K———
Commerce Bank
N/A—29,090-29,090-100%$578.6K———
First National Bank of Hutchinson
N/A—28,583-28,583-100%$568.5K———
Basecamp Wealth Advisors LLC
N/A—28,371-28,371-100%$564.3K———
GTS Securities LLC
N/A—28,329-28,329-100%$563.5K———
Waverly Advisors, LLC
N/A—28,231-28,231-100%$561.5K———
Envestnet Portfolio Solutions, Inc.
N/A—27,007-27,007-100%$537.2K———
Flow Traders U.S. LLC
N/A—25,640-25,640-100%$510.0K———
IHT Wealth Management, LLC
N/A—25,606-25,606-100%$509.3K———
Alphadyne Asset Management LP
N/A—25,312-25,312-100%$503.5K———
Jackson Thornton Wealth Management, LLC
N/A—24,809-24,809-100%$493.5K———
Hunter Perkins Capital Management, LLC
N/A—24,330-24,330-100%$484———
Independent Advisor Alliance
N/A—24,049-24,049-100%$478.3K———
Blueshift Asset Management, LLC
N/A—23,630-23,630-100%$470.0K———
EP Wealth Advisors, LLC
N/A—23,618-23,618-100%$469.8K———
OneDigital Investment Advisors LLC
N/A—23,546-23,546-100%$468.3K———
Vestmark Advisory Solutions, Inc.
N/A—23,422-23,422-100%$465.9K———
AlTi Global, Inc.
N/A—23,091-23,091-100%$459.4K———
EntryPoint Capital, LLC
N/A—23,031-23,031-100%$458.1K———
New York State Common Retirement Fund
N/A—22,367-22,367-100%$444.9K———
Savvy Advisors, Inc.
N/A—22,175-22,175-100%$441.1K———
Two Sigma Investments, LP
N/A—21,600-21,600-100%$429.6K———
BFC Planning, Inc.
N/A—20,022-20,022-100%$398.2K———
Steward Partners Investment Advisory, LLC
N/A—19,782-19,782-100%$393.5K———
Choate Investment Advisors
N/A—19,666-19,666-100%$391.2K———
Focus Partners Advisor Solutions, LLC
N/A—19,637-19,637-100%$390.6K———
NewEdge Wealth, LLC
N/A—19,465-19,465-100%$387.2K———
Snowden Capital Advisors LLC
N/A—19,155-19,155-100%$381.0K———
CIBC Bancorp USA Inc.
N/A—19,048-19,048-100%$378.9K———
Virtu Financial LLC
N/A—18,502-18,502-100%$368.0K———
Te Ahumairangi Investment Management Ltd
N/A—18,454-18,454-100%$367.1K———
Everpar Advisors LLC
N/A—17,644-17,644-100%$350.9K———
Transamerica Financial Advisors, LLC
N/A—17,593-17,593-100%$349.9K———
Kingsview Wealth Management, LLC
N/A—17,512-17,512-100%$348.3K———
Keebeck Wealth Management
N/A—17,399-17,399-100%$347.8K———
Cresset Asset Management, LLC
N/A—16,819-16,819-100%$339.1K———
Mattson Financial Services, LLC
N/A—16,404-16,404-100%$363.0K———
Cozad Asset Management Inc
N/A—16,227-16,227-100%$322.8K———
Prosperity Consulting Group, LLC
N/A—15,788-15,788-100%$314.0K———
Pure Financial Advisors, LLC
N/A—15,713-15,713-100%$312.5K———
Brown Financial Advisors
N/A—15,124-15,124-100%$300.8K———
Fiduciary Trust Co
N/A—14,997-14,997-100%$298.3K———
Brown Brothers Harriman & Co
N/A—14,878-14,878-100%$295.9K———
Dynamic Technology Lab Private Ltd
N/A—14,729-14,729-100%$293.0K———
Denali Advisors LLC
N/A—14,187-14,187-100%$282.2K———
Icon Wealth Advisors, LLC
N/A—14,133-14,133-100%$281.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13,679-13,679-100%$272.1K———
World Investment Advisors
N/A—13,580-13,580-100%$240.1K———
Fidelis Capital Partners, LLC
N/A—13,371-13,371-100%$265.9K———
Wrapmanager Inc
N/A—13,364-13,364-100%$265.8K———
Stonebrook Private Inc.
N/A—13,006-13,006-100%$258.7K———
Palladiem, LLC
N/A—12,918-12,918-100%$256.9K———
Pallas Capital Advisors LLC
N/A—12,753-12,753-100%$253.7K———
Coastal Bridge Advisors, LLC
N/A—12,212-12,212-100%$242.9K———
Range Advisory, LLC
N/A—12,160-12,160-100%$241.9K———
Advisory Services Network, LLC
N/A—12,083-12,083-100%$240.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—12,024-12,024-100%$239.2K———
Hilltop Holdings Inc.
N/A—11,925-11,925-100%$237.2K———
Brandes Investment Partners, LP
N/A—11,894-11,894-100%$236.6K———
Windward Capital Management Co
N/A—11,817-11,817-100%$235.0K———
Cary Street Partners Investment Advisory LLC
N/A—11,664-11,664-100%$232.0K———
Scotia Capital Inc.
N/A—11,459-11,459-100%$227.9K———
Mayflower Financial Advisors, LLC
N/A—11,437-11,437-100%$227.5K———
Flatrock Wealth Partners LLC
N/A—11,210-11,210-100%$226.7K———
Empowered Funds, LLC
N/A—11,055-11,055-100%$219.9K———
Walleye Trading LLC
N/A—10,946-10,946-100%$217.7K———
RiverFront Investment Group, LLC
N/A—10,743-10,743-100%$213.7K———
Twin Peaks Wealth Advisors, LLC
N/A—10,637-10,637-100%$211.6K———
Campbell Deegan Wealth Management, LLC
N/A—10,500-10,500-100%$208.8K———
Tocqueville Asset Management L.P.
N/A—10,392-10,392-100%$206.7K———
HSBC Holdings PLC
N/A—10,383-10,383-100%$206.5K———
Modern Wealth Management, LLC
N/A—10,292-10,292-100%$204.7K———
Iron Gate Global Advisors LLC
N/A—10,285-10,285-100%$204.6K———
Stratos Wealth Partners, Ltd.
N/A—10,204-10,204-100%$203.0K———
Composition Wealth, LLC
N/A—10,081-10,081-100%$200.5K———
Wallace Advisory Group, LLC
N/A—10,081-10,081-100%$200.5K———
LRI Investments, LLC
N/A—9,676-9,676-100%$192.5K———
Huntington National Bank
N/A—9,013-9,013-100%$179.3K———
Rothschild Investment LLC
N/A—8,141-8,141-100%$161.9K———
Horizon Investments, LLC
N/A—4,987-4,987-100%$99.2K———
PIN OAK Investment Advisors Inc
N/A—3,954-3,954-100%$79.0K———
Quantum Portfolio Management LLC
N/A—2,792-2,792-100%$55.5K———
Accent Capital Management, LLC
N/A—2,650-2,650-100%$52.7K———
Capital Analysts, LLC
N/A—2,165-2,165-100%$30.0K———
Harbour Investments, Inc.
N/A—1,753-1,753-100%$34.9K———
IMA Advisory Services, Inc.
N/A—1,651-1,651-100%$32.8K———
JPL Wealth Management, LLC
N/A—1,472-1,472-100%$29.3K———
SHP Wealth Management
N/A—1,373-1,373-100%$27.3K———
Cornerstone Financial Management LLC
N/A—1,278-1,278-100%$25.4K———
Kilter Group LLC
N/A—1,263-1,263-100%$25.1K———
TD Capital Management LLC
N/A—1,212-1,212-100%$24.1K———
ST Germain D J Co Inc
N/A—1,180-1,180-100%$23.5K———
Bartlett & Co. Wealth Management LLC
N/A—1,158-1,158-100%$23.4K———
BOK Financial Private Wealth, Inc.
N/A—1,107-1,107-100%$22.0K———
Fiduciary Financial Advisors
N/A—1,037-1,037-100%$20.6K———
Ancora Advisors LLCA
N/A—928-928-100%$18.5K———
Manning & Napier Advisors LLC
N/A—818-818-100%$16.3K———
Dunhill Financial, LLC
N/A—755-755-100%$15.0K———
Park Place Capital Corp
N/A—741-741-100%$14.7K———
Atlantic Union Bankshares Corp
N/A—726-726-100%$14.4K———
EFG International AG
N/A—614-614-100%$12.2K———
Bruce G. Allen Investments, LLC
N/A—611-611-100%$12.2K———
Steigerwald, Gordon & Koch Inc.
N/A—599-599-100%$11.9K———
Mpwm Advisory Solutions, LLC
N/A—578-578-100%$11.5K———
CNB Bank
N/A—535-535-100%$10.6K———
Continuum Advisory, LLC
N/A—502-502-100%$10.0K———
Bravera Wealth
N/A—475-475-100%$9.4K———
Ameriflex Group, Inc.
N/A—419-419-100%$8.3K———
Benson Wealth Management Inc
N/A—371-371-100%$7.4K———
HHM Wealth Advisors, LLC
N/A—326-326-100%$6.5K———
Motco
N/A—322-322-100%$6.4K———
Crewe Advisors LLC
N/A—305-305-100%$6.1K———
Beaird Harris Wealth Management, LLC
N/A—287-287-100%$5.7K———
Investment Counsel Co of Nevada
N/A—286-286-100%$5.7K———
Dogwood Wealth Management LLC
N/A—285-285-100%$5.7K———
Bogart Wealth, LLC
N/A—281-281-100%$5.6K———
HighMark Wealth Management LLC
N/A—255-255-100%$5.1K———
Highland Investment Advisors LLC
N/A—222-222-100%$4.4K———
Swan Capital LLC
N/A—215-215-100%$4.3K———
CVA Family Office, LLC
N/A—208-208-100%$4.1K———
HM Payson & Co
N/A—200-200-100%$4.0K———
Nova Wealth Management, Inc.
N/A—195-195-100%$3.9K———
Strategic Wealth Partners, Ltd.
N/A—191-191-100%$3.8K———
Allied Private Wealth LLC
N/A—183-183-100%$3.9K———
WealthCollab, LLC
N/A—171-171-100%$3.4K———
Elequin Capital, LP
N/A—163-163-100%$3.2K———
Godfrey Financial Associates, Inc.
N/A—145-145-100%$2.9K———
IFG Advisory, LLC
N/A—138-138-100%$2.7K———
Marshall Investment Management, LLC
N/A—136-136-100%$2.7K———
Synergy Investment Management, LLC
N/A—130-130-100%$2.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—113-113-100%$2.2K———
Colonial Trust Co / SC
N/A—102-102-100%$2.0K———
Sittner & Nelson, LLC
N/A—87-87-100%$1.7K———
Webster Bank, N. A.
N/A—66-66-100%$1.3K———
Cary Street Partners Financial LLC
N/A—58-58-100%$1.2K———
Game Plan Financial Advisors, LLC
N/A—56-56-100%$1.1K———
Quent Capital, LLC
N/A—54-54-100%$1.1K———
Tower Research Capital LLC (TRC)
N/A—12-12-100%$239———
Financial Gravity Companies, Inc.
N/A—2-2-100%$40———
Showing 619 of 619 institutions