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Nomura Holdings Inc (NMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares13,150,384 from 13,163,419
Change-13,035 (0%)
Value$128.6M (+$13.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,183,149 from 3,181,726
Change+1,423 (+0%)
Value$31.1M (+$3.2M)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares1,184,229 from 1,042,353
Change+141,876 (+14%)
Value$11.6M (+$2.4M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares928,014 from 827,999
Change+100,015 (+12%)
Value$9.1M (+$1.8M)
Filed 2026-11-02
Gradient Investments LLC
DECREASED
Shares625,248 from 638,711
Change-13,463 (-2%)
Value$6.1M (+$507.0K)
Filed 2026-10-08
Russell Investments Group, Ltd.
INCREASED
Shares443,803 from 344,267
Change+99,536 (+29%)
Value$4.3M (+$1.3M)
Filed 2026-11-06
Carrera Capital Advisors
DECREASED
Shares391,761 from 592,904
Change-201,143 (-34%)
Value$3.8M (-$1.4M)
Filed 2026-11-03
Quadrant Capital Group LLC
INCREASED
Shares293,827 from 288,438
Change+5,389 (+2%)
Value$2.8M (+$282.4K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares276,145 from 239,148
Change+36,997 (+15%)
Value$2.7M (+$601.0K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares268,291 from 257,035
Change+11,256 (+4%)
Value$2.6M (+$367.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares222,452 from 216,081
Change+6,371 (+3%)
Value$2.2M (+$278.4K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares203,368 from 153,947
Change+49,421 (+32%)
Value$2.0M (+$637.3K)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
DECREASED
Shares166,076 from 176,939
Change-10,863 (-6%)
Value$1.6M (+$70.7K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares142,620 from 137,127
Change+5,493 (+4%)
Value$1.4M (+$190.8K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares141,518 from 130,195
Change+11,323 (+9%)
Value$1.4M (+$240.9K)
Filed 2026-10-23
Evergreen Capital Management LLC
DECREASED
Shares136,732 from 139,680
Change-2,948 (-2%)
Value$1.3M (+$110.8K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares124,586 from 109,995
Change+14,591 (+13%)
Value$1.2M (+$252.7K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares107,950 from 106,655
Change+1,295 (+1%)
Value$1.1M (+$119.3K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares98,276 from 99,877
Change-1,601 (-2%)
Value$961.1K (+$125.0K)
Filed 2026-11-06
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares88,146 from 88,146
Change0 (0%)
Value$862.1K (+$89.1K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares71,529 from 68,092
Change+3,437 (+5%)
Value$692.4K (+$73.5K)
Filed 2026-11-04
Versant Capital Management, Inc
DECREASED
Shares66,996 from 67,258
Change-262 (0%)
Value$655.2K (+$64.7K)
Filed 2026-10-02
Compound Planning, Inc.
INCREASED
Shares66,230 from 46,084
Change+20,146 (+44%)
Value$647.7K (+$243.1K)
Filed 2026-11-05
ABC Arbitrage SA
INCREASED
Shares57,761 from 28,747
Change+29,014 (+101%)
Value$564.9K (+$312.5K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares57,598 from 55,696
Change+1,902 (+3%)
Value$563.3K (+$74.3K)
Filed 2026-10-28
Xponance LLC
INCREASED
Shares56,911 from 51,518
Change+5,393 (+10%)
Value$556.6K (+$104.3K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares56,454 from 54,894
Change+1,560 (+3%)
Value$552.1K (+$70.2K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares51,395 from 34,956
Change+16,439 (+47%)
Value$490.3K (+$152.6K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
INCREASED
Shares46,884 from 43,050
Change+3,834 (+9%)
Value$458.5K (+$80.5K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares45,561 from 39,193
Change+6,368 (+16%)
Value$445.6K (+$101.5K)
Filed 2026-11-05
DMC Group, LLC
DECREASED
Shares42,238 from 42,638
Change-400 (-1%)
Value$413.1K (+$38.7K)
Filed 2026-10-26
PDS Planning, Inc
UNCHANGED
Shares40,652 from 40,652
Change0 (0%)
Value$397.6K (+$40.7K)
Filed 2026-11-03
State of Wyoming
DECREASED
Shares37,692 from 50,610
Change-12,918 (-26%)
Value$368.6K (-$75.7K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares36,597 from 29,083
Change+7,514 (+26%)
Value$357.9K (+$102.6K)
Filed 2026-10-23
Baron Wealth Management LLC
INCREASED
Shares36,545 from 29,766
Change+6,779 (+23%)
Value$357.4K (+$96.1K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares32,683 from 25,421
Change+7,262 (+29%)
Value$319.6K (+$96.4K)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares32,125 from 32,125
Change0 (0%)
Value$282.1K ($0)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares31,851 from 28,972
Change+2,879 (+10%)
Value$311.5K (+$57.1K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares31,651 from 29,827
Change+1,824 (+6%)
Value$309.5K (+$47.7K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares28,153 from 21,676
Change+6,477 (+30%)
Value$275.3K (+$85.0K)
Filed 2026-10-20
55 North Private Wealth, LLC
INCREASED
Shares27,314 from 22,823
Change+4,491 (+20%)
Value$267.1K (+$66.7K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares26,355 from 24,331
Change+2,024 (+8%)
Value$257.8K (+$44.1K)
Filed 2026-11-04
Algebris (UK) LTD
INCREASED
Shares25,888 from 15,762
Change+10,126 (+64%)
Value$253.2K (+$115.2K)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares25,888 from 15,762
Change+10,126 (+64%)
Value$253.2K (+$114.8K)
Filed 2026-10-29
Gallacher Capital Management LLC
DECREASED
Shares25,732 from 47,725
Change-21,993 (-46%)
Value$251.7K (-$167.4K)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares24,465 from 19,499
Change+4,966 (+25%)
Value$239.3K (+$68.1K)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares24,450 from 22,477
Change+1,973 (+9%)
Value$239.1K (+$41.8K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares24,099 from 22,723
Change+1,376 (+6%)
Value$235.7K (+$36.2K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares23,987 from 27,297
Change-3,310 (-12%)
Value$234.6K (-$5.1K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares23,656
Change+23,656
Value$231.4K
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares22,643 from 18,782
Change+3,861 (+21%)
Value$221.4K (+$56.5K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares21,516 from 19,533
Change+1,983 (+10%)
Value$210.4K (+$38.9K)
Filed 2026-11-04
Abel Hall, LLC
INCREASED
Shares21,455 from 21,433
Change+22 (+0%)
Value$209.8K (+$21.6K)
Filed 2026-10-19
Werba Rubin Papier Wealth Management
INCREASED
Shares21,441 from 21,000
Change+441 (+2%)
Value$209.7K (+$25.3K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares20,668 from 20,900
Change-232 (-1%)
Value$202.1K (+$18.6K)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares19,236 from 18,193
Change+1,043 (+6%)
Value$188.1K (+$28.4K)
Filed 2026-10-26
Journey Advisory Group, LLC
UNCHANGED
Shares19,088 from 19,088
Change0 (0%)
Value$186.7K (+$19.1K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares18,908 from 21,654
Change-2,746 (-13%)
Value$175.5K (-$36.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares18,908 from 21,654
Change-2,746 (-13%)
Value$175.5K (-$36.5K)
Filed 2026-10-20
Trust Point Inc.
INCREASED
Shares18,755 from 17,495
Change+1,260 (+7%)
Value$183.4K (+$29.8K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares18,241 from 15,088
Change+3,153 (+21%)
Value$178.4K (+$45.9K)
Filed 2026-10-08
Sage Rhino Capital LLC
DECREASED
Shares17,858 from 18,751
Change-893 (-5%)
Value$174.7K (+$10.0K)
Filed 2026-10-28
Summit Global Investments
DECREASED
Shares17,542 from 29,712
Change-12,170 (-41%)
Value$172 (-$260.8K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares16,908 from 14,889
Change+2,019 (+14%)
Value$165.4K (+$34.6K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
INCREASED
Shares16,859 from 15,002
Change+1,857 (+12%)
Value$164.9K (+$33.2K)
Filed 2026-10-27
Greenspring Advisors, LLC
INCREASED
Shares16,593 from 16,412
Change+181 (+1%)
Value$162.3K (+$18.2K)
Filed 2026-11-05
Anchyra Partners LLC
INCREASED
Shares16,199 from 14,791
Change+1,408 (+10%)
Value$158.4K (+$28.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares16,079 from 16,931
Change-852 (-5%)
Value$157.3K (+$8.6K)
Filed 2026-11-02
NewSquare Capital LLC
INCREASED
Shares15,612 from 13,878
Change+1,734 (+12%)
Value$152.7K (+$30.8K)
Filed 2026-11-06
Paladin Wealth, LLC
INCREASED
Shares15,097 from 14,873
Change+224 (+2%)
Value$147.6K (+$17.1K)
Filed 2026-10-23
Successful Portfolios LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$146.0K (+$2.9K)
Filed 2026-10-09
Greenleaf Trust
DECREASED
Shares14,852 from 20,415
Change-5,563 (-27%)
Value$145.3K (-$34.0K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares14,604 from 12,027
Change+2,577 (+21%)
Value$142.8K (+$37.2K)
Filed 2026-10-16
SmartHarvest Portfolios, LLC
INCREASED
Shares13,651 from 12,134
Change+1,517 (+13%)
Value$133.5K (+$27.0K)
Filed 2026-10-26
Calamos Wealth Management LLC
NEW
Shares13,617
Change+13,617
Value$133.2K
Filed 2026-11-02
Five Oceans Advisors
UNCHANGED
Shares13,507 from 13,507
Change0 (0%)
Value$132.1K (+$13.5K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
INCREASED
Shares13,460 from 13,343
Change+117 (+1%)
Value$131.6K (+$14.5K)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares12,742 from 13,183
Change-441 (-3%)
Value$124.6K (+$8.9K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares12,521 from 11,827
Change+694 (+6%)
Value$122.5K (+$18.6K)
Filed 2026-11-02
Cromwell Holdings LLC
UNCHANGED
Shares12,467 from 12,467
Change0 (0%)
Value$121.9K (+$12.5K)
Filed 2026-10-28
LPL Financial LLC
NEW
Shares12,404
Change+12,404
Value$121.3K
Filed 2026-11-06
Angeles Wealth Management, LLC
DECREASED
Shares12,208 from 12,226
Change-18 (0%)
Value$119.4K (+$12.1K)
Filed 2026-10-26
Syverson Strege & Co
DECREASED
Shares12,181 from 12,337
Change-156 (-1%)
Value$119.1K (+$10.8K)
Filed 2026-11-02
R Squared Ltd
NEW
Shares11,989
Change+11,989
Value$117.3K
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares11,739 from 11,739
Change0 (0%)
Value$114.8K (+$11.7K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,697 from 12,343
Change-646 (-5%)
Value$114 (-$107.9K)
Filed 2026-11-02
Diversified Trust Co
INCREASED
Shares11,660 from 11,594
Change+66 (+1%)
Value$114.0K (+$12.2K)
Filed 2026-11-06
Resonant Capital Advisors, LLC
NEW
Shares10,816
Change+10,816
Value$105.8K
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares10,664 from 8,526
Change+2,138 (+25%)
Value$104.3K (+$29.4K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
NEW
Shares10,161
Change+10,161
Value$99.4K
Filed 2026-10-20
Foster Group, Inc.
UNCHANGED
Shares10,071 from 10,071
Change0 (0%)
Value$98.5K (+$10.1K)
Filed 2026-10-13
Tanager Wealth Management LLP
NEW
Shares10,028
Change+10,028
Value$98.1K
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares9,187 from 7,864
Change+1,323 (+17%)
Value$80.7K (+$11.6K)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares7,094 from 559
Change+6,535 (+1169%)
Value$69.4K (+$64.5K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares6,002 from 1,622
Change+4,380 (+270%)
Value$58.7K (+$44.5K)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares5,746 from 5,746
Change0 (0%)
Value$56.2K (+$5.7K)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
INCREASED
Shares5,377 from 5,257
Change+120 (+2%)
Value$52.6K (+$6.4K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares5,045 from 4,075
Change+970 (+24%)
Value$49.3K (+$13.6K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares4,465 from 25
Change+4,440 (+17760%)
Value$43.7K (+$43.4K)
Filed 2026-10-14
Financial Consulate, Inc
INCREASED
Shares4,281 from 3,592
Change+689 (+19%)
Value$41.9K (+$10.3K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares3,282 from 13,590
Change-10,308 (-76%)
Value$32.1K (-$87.2K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$27.2K (+$2.8K)
Filed 2026-10-05
Cape Investment Advisory, Inc.
DECREASED
Shares2,390 from 2,430
Change-40 (-2%)
Value$23.4K (+$2.0K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,303 from 2,303
Change0 (0%)
Value$22.5K (+$2.3K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares2,273 from 2,273
Change0 (0%)
Value$22.2K (+$1.8K)
Filed 2026-10-29
Eastern Bank
DECREASED
Shares2,253 from 3,532
Change-1,279 (-36%)
Value$22.0K (-$9.0K)
Filed 2026-10-05
Fifth Third Bancorp
INCREASED
Shares2,248 from 1,941
Change+307 (+16%)
Value$22.0K (+$4.9K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares2,238
Change+2,238
Value$21.9K
Filed 2026-10-30
Proathlete Wealth Management LLC
NEW
Shares2,020
Change+2,020
Value$19.8K
Filed 2026-10-15
James T. Borello RIA
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$17.9K (+$1.8K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$17.0K (+$1.7K)
Filed 2026-10-07
TD Private Client Wealth LLC
INCREASED
Shares1,620 from 920
Change+700 (+76%)
Value$15.8K (+$7.8K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares1,559 from 1,559
Change0 (0%)
Value$15.2K (+$1.6K)
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$14.2K (+$1.5K)
Filed 2026-11-06
West Financial Advisors, LLC
NEW
Shares1,437
Change+1,437
Value$14.1K
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares1,247 from 1,183
Change+64 (+5%)
Value$12.2K (+$1.8K)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares1,241
Change+1,241
Value$12.1K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
DECREASED
Shares1,212 from 1,560
Change-348 (-22%)
Value$11.9K (-$1.8K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares1,202 from 884
Change+318 (+36%)
Value$11.8K (+$4.0K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares1,168 from 899
Change+269 (+30%)
Value$11.4K (+$3.5K)
Filed 2026-10-20
Essential Partners LLC
INCREASED
Shares877 from 524
Change+353 (+67%)
Value$8.6K (+$4.0K)
Filed 2026-10-14
Zions Bancorporation, National Association
DECREASED
Shares868 from 1,068
Change-200 (-19%)
Value$8.5K (-$888)
Filed 2026-11-06
Ares Financial Consulting, LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$7.5K (+$766)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares722
Change+722
Value$7.1K
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$5.2K (+$530)
Filed 2026-10-22
Ascentis Wealth Management, LLC
NEW
Shares529
Change+529
Value$5.2K
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$5.1K (+$519)
Filed 2026-10-13
Bell Investment Advisors, Inc
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$4.1K (+$422)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares409 from 297
Change+112 (+38%)
Value$4.0K (+$1.4K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$3.8K (+$392)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$3.6K (+$363)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares352
Change+352
Value$3.4K
Filed 2026-10-19
Highline Wealth Partners LLC
INCREASED
Shares351 from 319
Change+32 (+10%)
Value$3.4K (+$632)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$3.4K (+$347)
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$3.1K (+$321)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$2.6K (+$270)
Filed 2026-10-20
Breakwater Investment Management
INCREASED
Shares233 from 104
Change+129 (+124%)
Value$2.3K (+$1.4K)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares221
Change+221
Value$2.2K
Filed 2026-11-05
MV Capital Management, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$2.1K (+$211)
Filed 2026-10-29
Jnba Financial Advisors
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$1.7K (+$177)
Filed 2026-11-03
Planning Strategies Inc.
NEW
Shares162
Change+162
Value$1.6K
Filed 2026-10-02
Burk Holdings LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$1.5K (+$155)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$666 (+$68)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$577 (+$59)
Filed 2026-10-28
Godsey & Gibb, Inc
NEW
Shares55
Change+55
Value$538
Filed 2026-10-14
Monetary Solutions, Ltd
INCREASED
Shares55 from 29
Change+26 (+90%)
Value$538 (+$283)
Filed 2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$421 (+$43)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$323 (+$33)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares22
Change+22
Value$215
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares19
Change+19
Value$186
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$148 (+$8)
Filed 2026-10-16
Canopy Partners, LLC
CLOSED
Shares0 from 18,155
Change-18,155 (-100%)
Value$0 (-$159.4K)
Filed 2026-10-28
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 12,920
Change-12,920 (-100%)
Value$0 (-$113.4K)
Filed 2026-10-16
Sepio Capital, LP
CLOSED
Shares0 from 12,852
Change-12,852 (-100%)
Value$0 (-$112.8K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,411
Change-1,411 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-16
Deutsche Bank Ag\
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-06
Kelleher Financial Advisors
CLOSED
Shares0 from 281
Change-281 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$448)
Filed 2026-10-08
Central Trust Co
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$431)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$430)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$369)
Filed 2026-10-27
Donald Smith & Co., Inc.
N/A
Shares— from 12,211,249
Change-12,211,249 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,810,627
Change-10,810,627 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,636,486
Change-6,636,486 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,664,585
Change-5,664,585 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,539,254
Change-3,539,254 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,230,633
Change-3,230,633 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,586,149
Change-2,586,149 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,949,037
Change-1,949,037 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,787,455
Change-1,787,455 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,264,108
Change-1,264,108 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,142,731
Change-1,142,731 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,112,770
Change-1,112,770 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 945,860
Change-945,860 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 664,768
Change-664,768 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 658,603
Change-658,603 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 637,097
Change-637,097 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 555,917
Change-555,917 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 461,801
Change-461,801 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 383,806
Change-383,806 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 374,709
Change-374,709 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 332,986
Change-332,986 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 319,803
Change-319,803 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 302,931
Change-302,931 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 291,304
Change-291,304 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 273,588
Change-273,588 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 271,395
Change-271,395 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 253,790
Change-253,790 (-100%)
Value—
UBS Group AG
N/A
Shares— from 223,606
Change-223,606 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 222,678
Change-222,678 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 206,447
Change-206,447 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 191,619
Change-191,619 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 184,875
Change-184,875 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 173,593
Change-173,593 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 172,275
Change-172,275 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 165,680
Change-165,680 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 136,771
Change-136,771 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 125,423
Change-125,423 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 121,198
Change-121,198 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 113,433
Change-113,433 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 108,370
Change-108,370 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 103,248
Change-103,248 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 101,682
Change-101,682 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 95,266
Change-95,266 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 95,178
Change-95,178 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 93,798
Change-93,798 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 93,591
Change-93,591 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 87,004
Change-87,004 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 86,887
Change-86,887 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 86,688
Change-86,688 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 84,749
Change-84,749 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 84,458
Change-84,458 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 81,348
Change-81,348 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 75,981
Change-75,981 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 75,228
Change-75,228 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 75,104
Change-75,104 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 73,044
Change-73,044 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 70,724
Change-70,724 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 68,922
Change-68,922 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 68,576
Change-68,576 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 63,043
Change-63,043 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 61,305
Change-61,305 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 60,523
Change-60,523 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 59,275
Change-59,275 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 58,145
Change-58,145 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 58,048
Change-58,048 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 57,831
Change-57,831 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 56,029
Change-56,029 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 54,041
Change-54,041 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,653
Change-53,653 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 52,308
Change-52,308 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 51,959
Change-51,959 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 51,942
Change-51,942 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 50,782
Change-50,782 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 49,851
Change-49,851 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 49,825
Change-49,825 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 48,052
Change-48,052 (-100%)
Value—
Optas, LLC
N/A
Shares— from 46,978
Change-46,978 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 43,701
Change-43,701 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 41,273
Change-41,273 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 41,102
Change-41,102 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 40,950
Change-40,950 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 40,360
Change-40,360 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 40,309
Change-40,309 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 38,196
Change-38,196 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 34,886
Change-34,886 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 33,235
Change-33,235 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,364
Change-32,364 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 31,988
Change-31,988 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 31,930
Change-31,930 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 31,162
Change-31,162 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 30,600
Change-30,600 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 29,381
Change-29,381 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 27,874
Change-27,874 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 27,301
Change-27,301 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 23,191
Change-23,191 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,452
Change-22,452 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 22,290
Change-22,290 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 21,839
Change-21,839 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 21,439
Change-21,439 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 21,421
Change-21,421 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 21,125
Change-21,125 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 19,675
Change-19,675 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 19,336
Change-19,336 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 19,318
Change-19,318 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,367
Change-18,367 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,182
Change-17,182 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 14,970
Change-14,970 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 14,722
Change-14,722 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,155
Change-14,155 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 13,511
Change-13,511 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,247
Change-13,247 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 12,538
Change-12,538 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 11,975
Change-11,975 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,930
Change-11,930 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 11,849
Change-11,849 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 11,656
Change-11,656 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,130
Change-11,130 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,081
Change-11,081 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,165
Change-9,165 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 919
Change-919 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 611
Change-611 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 452
Change-452 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 363
Change-363 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 312
Change-312 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Motco
N/A
Shares— from 108
Change-108 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED13,150,38413,163,419-13,0350%$115.6M$128.6M+$13.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,183,1493,181,726+1,423+0%$27.9M$31.1M+$3.2M2026-11-04
Ethic Inc.
INCREASED1,184,2291,042,353+141,876+14%$9.2M$11.6M+$2.4M2026-11-03
Creative Planning
INCREASED928,014827,999+100,015+12%$7.3M$9.1M+$1.8M2026-11-02
Gradient Investments LLC
DECREASED625,248638,711-13,463-2%$5.6M$6.1M+$507.0K2026-10-08
Russell Investments Group, Ltd.
INCREASED443,803344,267+99,536+29%$3.0M$4.3M+$1.3M2026-11-06
Carrera Capital Advisors
DECREASED391,761592,904-201,143-34%$5.2M$3.8M-$1.4M2026-11-03
Quadrant Capital Group LLC
INCREASED293,827288,438+5,389+2%$2.5M$2.8M+$282.4K2026-10-20
Assetmark, Inc
INCREASED276,145239,148+36,997+15%$2.1M$2.7M+$601.0K2026-10-21
Bank of New York Mellon Corp
INCREASED268,291257,035+11,256+4%$2.3M$2.6M+$367.1K2026-11-05
PNC Financial Services Group, Inc.
INCREASED222,452216,081+6,371+3%$1.9M$2.2M+$278.4K2026-11-06
Vise Technologies, Inc.
INCREASED203,368153,947+49,421+32%$1.4M$2.0M+$637.3K2026-10-29
Crossmark Global Holdings, Inc.
DECREASED166,076176,939-10,863-6%$1.6M$1.6M+$70.7K2026-10-21
US Bancorp \de\
INCREASED142,620137,127+5,493+4%$1.2M$1.4M+$190.8K2026-11-05
Signaturefd, LLC
INCREASED141,518130,195+11,323+9%$1.1M$1.4M+$240.9K2026-10-23
Evergreen Capital Management LLC
DECREASED136,732139,680-2,948-2%$1.2M$1.3M+$110.8K2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED124,586109,995+14,591+13%$965.8K$1.2M+$252.7K2026-10-13
Aaron Wealth Advisors LLC
INCREASED107,950106,655+1,295+1%$936.4K$1.1M+$119.3K2026-10-13
Savant Capital, LLC
DECREASED98,27699,877-1,601-2%$836.1K$961.1K+$125.0K2026-11-06
Lester Murray Antman dba SimplyRich
UNCHANGED88,14688,14600%$773.0K$862.1K+$89.1K2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED71,52968,092+3,437+5%$619.0K$692.4K+$73.5K2026-11-04
Versant Capital Management, Inc
DECREASED66,99667,258-2620%$590.5K$655.2K+$64.7K2026-10-02
Compound Planning, Inc.
INCREASED66,23046,084+20,146+44%$404.6K$647.7K+$243.1K2026-11-05
ABC Arbitrage SA
INCREASED57,76128,747+29,014+101%$252.4K$564.9K+$312.5K2026-10-23
Choreo, LLC
INCREASED57,59855,696+1,902+3%$489.0K$563.3K+$74.3K2026-10-28
Xponance LLC
INCREASED56,91151,518+5,393+10%$452.3K$556.6K+$104.3K2026-11-03
Keybank National Association
INCREASED56,45454,894+1,560+3%$482.0K$552.1K+$70.2K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED51,39534,956+16,439+47%$337.7K$490.3K+$152.6K2026-10-13
Abacus Wealth Partners, LLC
INCREASED46,88443,050+3,834+9%$378.0K$458.5K+$80.5K2026-11-03
Ritholtz Wealth Management
INCREASED45,56139,193+6,368+16%$344.1K$445.6K+$101.5K2026-11-05
DMC Group, LLC
DECREASED42,23842,638-400-1%$374.4K$413.1K+$38.7K2026-10-26
PDS Planning, Inc
UNCHANGED40,65240,65200%$356.9K$397.6K+$40.7K2026-11-03
State of Wyoming
DECREASED37,69250,610-12,918-26%$444.4K$368.6K-$75.7K2026-10-28
HB Wealth Management, LLC
INCREASED36,59729,083+7,514+26%$255.3K$357.9K+$102.6K2026-10-23
Baron Wealth Management LLC
INCREASED36,54529,766+6,779+23%$261.3K$357.4K+$96.1K2026-10-27
Citigroup Inc
INCREASED32,68325,421+7,262+29%$223.2K$319.6K+$96.4K2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED32,12532,12500%$282.1K$282.1K$02026-10-15
Gamma Investing LLC
INCREASED31,85128,972+2,879+10%$254.4K$311.5K+$57.1K2026-10-08
Parallel Advisors, LLC
INCREASED31,65129,827+1,824+6%$261.9K$309.5K+$47.7K2026-11-03
Kathmere Capital Management, LLC
INCREASED28,15321,676+6,477+30%$190.3K$275.3K+$85.0K2026-10-20
55 North Private Wealth, LLC
INCREASED27,31422,823+4,491+20%$200.4K$267.1K+$66.7K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED26,35524,331+2,024+8%$213.6K$257.8K+$44.1K2026-11-04
Algebris (UK) LTD
INCREASED25,88815,762+10,126+64%$138.0K$253.2K+$115.2K2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED25,88815,762+10,126+64%$138.4K$253.2K+$114.8K2026-10-29
Gallacher Capital Management LLC
DECREASED25,73247,725-21,993-46%$419.0K$251.7K-$167.4K2026-10-30
Merit Financial Group, LLC
INCREASED24,46519,499+4,966+25%$171.2K$239.3K+$68.1K2026-11-06
HUB Investment Partners, LLC
INCREASED24,45022,477+1,973+9%$197.3K$239.1K+$41.8K2026-11-03
Perigon Wealth Management, LLC
INCREASED24,09922,723+1,376+6%$199.5K$235.7K+$36.2K2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED23,98727,297-3,310-12%$239.7K$234.6K-$5.1K2026-10-27
First Affirmative Financial Network
NEW23,656—+23,656——$231.4K—2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED22,64318,782+3,861+21%$164.9K$221.4K+$56.5K2026-10-27
Lido Advisors, LLC
INCREASED21,51619,533+1,983+10%$171.5K$210.4K+$38.9K2026-11-04
Abel Hall, LLC
INCREASED21,45521,433+22+0%$188.2K$209.8K+$21.6K2026-10-19
Werba Rubin Papier Wealth Management
INCREASED21,44121,000+441+2%$184.4K$209.7K+$25.3K2026-11-06
D.A. Davidson & Co.
DECREASED20,66820,900-232-1%$183.5K$202.1K+$18.6K2026-10-28
SYM Financial Corp
INCREASED19,23618,193+1,043+6%$159.7K$188.1K+$28.4K2026-10-26
Journey Advisory Group, LLC
UNCHANGED19,08819,08800%$167.6K$186.7K+$19.1K2026-11-04
Diversify Advisory Services, LLC
DECREASED18,90821,654-2,746-13%$212.0K$175.5K-$36.5K2026-10-20
Diversify Wealth Management, LLC
DECREASED18,90821,654-2,746-13%$212.0K$175.5K-$36.5K2026-10-20
Trust Point Inc.
INCREASED18,75517,495+1,260+7%$153.6K$183.4K+$29.8K2026-10-27
Valeo Financial Advisors, LLC
INCREASED18,24115,088+3,153+21%$132.5K$178.4K+$45.9K2026-10-08
Sage Rhino Capital LLC
DECREASED17,85818,751-893-5%$164.6K$174.7K+$10.0K2026-10-28
Summit Global Investments
DECREASED17,54229,712-12,170-41%$261.0K$172-$260.8K2026-10-28
Brighton Jones LLC
INCREASED16,90814,889+2,019+14%$130.7K$165.4K+$34.6K2026-11-03
Crestwood Advisors Group, LLC
INCREASED16,85915,002+1,857+12%$131.7K$164.9K+$33.2K2026-10-27
Greenspring Advisors, LLC
INCREASED16,59316,412+181+1%$144.1K$162.3K+$18.2K2026-11-05
Anchyra Partners LLC
INCREASED16,19914,791+1,408+10%$129.9K$158.4K+$28.6K2026-10-13
Commonwealth Equity Services, LLC
DECREASED16,07916,931-852-5%$148.7K$157.3K+$8.6K2026-11-02
NewSquare Capital LLC
INCREASED15,61213,878+1,734+12%$121.8K$152.7K+$30.8K2026-11-06
Paladin Wealth, LLC
INCREASED15,09714,873+224+2%$130.6K$147.6K+$17.1K2026-10-23
Successful Portfolios LLC
UNCHANGED15,00015,00000%$143.1K$146.0K+$2.9K2026-10-09
Greenleaf Trust
DECREASED14,85220,415-5,563-27%$179.2K$145.3K-$34.0K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED14,60412,027+2,577+21%$105.6K$142.8K+$37.2K2026-10-16
SmartHarvest Portfolios, LLC
INCREASED13,65112,134+1,517+13%$106.5K$133.5K+$27.0K2026-10-26
Calamos Wealth Management LLC
NEW13,617—+13,617——$133.2K—2026-11-02
Five Oceans Advisors
UNCHANGED13,50713,50700%$118.6K$132.1K+$13.5K2026-10-22
Cornerstone Wealth Group, LLC
INCREASED13,46013,343+117+1%$117.2K$131.6K+$14.5K2026-11-02
Ascent Group, LLC
DECREASED12,74213,183-441-3%$115.7K$124.6K+$8.9K2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED12,52111,827+694+6%$103.8K$122.5K+$18.6K2026-11-02
Cromwell Holdings LLC
UNCHANGED12,46712,46700%$109.5K$121.9K+$12.5K2026-10-28
LPL Financial LLC
NEW12,404—+12,404——$121.3K—2026-11-06
Angeles Wealth Management, LLC
DECREASED12,20812,226-180%$107.3K$119.4K+$12.1K2026-10-26
Syverson Strege & Co
DECREASED12,18112,337-156-1%$108.3K$119.1K+$10.8K2026-11-02
R Squared Ltd
NEW11,989—+11,989——$117.3K—2026-11-06
Clearstead Advisors, LLC
UNCHANGED11,73911,73900%$103.1K$114.8K+$11.7K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED11,69712,343-646-5%$108.0K$114-$107.9K2026-11-02
Diversified Trust Co
INCREASED11,66011,594+66+1%$101.8K$114.0K+$12.2K2026-11-06
Resonant Capital Advisors, LLC
NEW10,816—+10,816——$105.8K—2026-10-15
Farther Finance Advisors, LLC
INCREASED10,6648,526+2,138+25%$74.9K$104.3K+$29.4K2026-10-08
Prime Capital Investment Advisors, LLC
NEW10,161—+10,161——$99.4K—2026-10-20
Foster Group, Inc.
UNCHANGED10,07110,07100%$88.4K$98.5K+$10.1K2026-10-13
Tanager Wealth Management LLP
NEW10,028—+10,028——$98.1K—2026-10-19
Allworth Financial LP
INCREASED9,1877,864+1,323+17%$69.0K$80.7K+$11.6K2026-11-06
Simplex Trading, LLC
INCREASED7,094559+6,535+1169%$4.9K$69.4K+$64.5K2026-11-04
Barclays PLC
INCREASED6,0021,622+4,380+270%$14.2K$58.7K+$44.5K2026-11-06
Larson Financial Group LLC
UNCHANGED5,7465,74600%$50.5K$56.2K+$5.7K2026-11-05
Owl Creek Wealth Partners LLC
INCREASED5,3775,257+120+2%$46.2K$52.6K+$6.4K2026-10-20
True Wealth Design, LLC
INCREASED5,0454,075+970+24%$35.8K$49.3K+$13.6K2026-10-13
Mather Group, Llc.
INCREASED4,46525+4,440+17760%$217$43.7K+$43.4K2026-10-14
Financial Consulate, Inc
INCREASED4,2813,592+689+19%$31.5K$41.9K+$10.3K2026-10-23
Blue Trust, Inc.
DECREASED3,28213,590-10,308-76%$119.3K$32.1K-$87.2K2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED2,7772,77700%$24.4K$27.2K+$2.8K2026-10-05
Cape Investment Advisory, Inc.
DECREASED2,3902,430-40-2%$21.3K$23.4K+$2.0K2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED2,3032,30300%$20.2K$22.5K+$2.3K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED2,2732,27300%$20.4K$22.2K+$1.8K2026-10-29
Eastern Bank
DECREASED2,2533,532-1,279-36%$31.0K$22.0K-$9.0K2026-10-05
Fifth Third Bancorp
INCREASED2,2481,941+307+16%$17.0K$22.0K+$4.9K2026-11-05
Provenance Wealth Advisors, LLC
NEW2,238—+2,238——$21.9K—2026-10-30
Proathlete Wealth Management LLC
NEW2,020—+2,020——$19.8K—2026-10-15
James T. Borello RIA
UNCHANGED1,8271,82700%$16.0K$17.9K+$1.8K2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED1,7391,73900%$15.3K$17.0K+$1.7K2026-10-07
TD Private Client Wealth LLC
INCREASED1,620920+700+76%$8.1K$15.8K+$7.8K2026-10-28
Clean Yield Group
UNCHANGED1,5591,55900%$13.7K$15.2K+$1.6K2026-10-28
UMB Bank, n.a.
UNCHANGED1,4521,45200%$12.7K$14.2K+$1.5K2026-11-06
West Financial Advisors, LLC
NEW1,437—+1,437——$14.1K—2026-10-22
Parkside Financial Bank & Trust
INCREASED1,2471,183+64+5%$10.4K$12.2K+$1.8K2026-10-27
Elyxium Wealth, LLC
NEW1,241—+1,241——$12.1K—2026-10-27
Silver Grove Financial Group, Inc.
DECREASED1,2121,560-348-22%$13.7K$11.9K-$1.8K2026-11-05
SJS Investment Consulting Inc.
INCREASED1,202884+318+36%$7.8K$11.8K+$4.0K2026-10-26
Nisa Investment Advisors, LLC
INCREASED1,168899+269+30%$7.9K$11.4K+$3.5K2026-10-20
Essential Partners LLC
INCREASED877524+353+67%$4.6K$8.6K+$4.0K2026-10-14
Zions Bancorporation, National Association
DECREASED8681,068-200-19%$9.4K$8.5K-$8882026-11-06
Ares Financial Consulting, LLC
UNCHANGED76676600%$6.7K$7.5K+$7662026-10-19
Root Financial Partners, LLC
NEW722—+722——$7.1K—2026-10-21
Manchester Capital Management LLC
UNCHANGED53053000%$4.7K$5.2K+$5302026-10-22
Ascentis Wealth Management, LLC
NEW529—+529——$5.2K—2026-11-03
Downshift Financial, LLC
UNCHANGED51951900%$4.6K$5.1K+$5192026-10-13
Bell Investment Advisors, Inc
UNCHANGED42242200%$3.7K$4.1K+$4222026-10-29
Bare Financial Services, Inc
INCREASED409297+112+38%$2.6K$4.0K+$1.4K2026-11-04
Creative Financial Designs Inc
UNCHANGED39239200%$3.4K$3.8K+$3922026-11-04
North Star Investment Management Corp.
UNCHANGED36336300%$3.2K$3.6K+$3632026-10-27
UMB Private Wealth Management, LLC
NEW352—+352——$3.4K—2026-10-19
Highline Wealth Partners LLC
INCREASED351319+32+10%$2.8K$3.4K+$6322026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED34734700%$3.0K$3.4K+$3472026-10-20
American Capital Advisory, LLC
UNCHANGED32132100%$2.8K$3.1K+$3212026-10-28
Arlington Trust Co LLC
UNCHANGED27027000%$2.4K$2.6K+$2702026-10-20
Breakwater Investment Management
INCREASED233104+129+124%$914$2.3K+$1.4K2026-10-20
Jacobi Capital Management LLC
NEW221—+221——$2.2K—2026-11-05
MV Capital Management, Inc.
UNCHANGED21121100%$1.9K$2.1K+$2112026-10-29
Jnba Financial Advisors
UNCHANGED17717700%$1.6K$1.7K+$1772026-11-03
Planning Strategies Inc.
NEW162—+162——$1.6K—2026-10-02
Burk Holdings LLC
UNCHANGED15515500%$1.4K$1.5K+$1552026-11-05
GHP Investment Advisors, Inc.
UNCHANGED686800%$598$666+$682026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED595900%$518$577+$592026-10-28
Godsey & Gibb, Inc
NEW55—+55——$538—2026-10-14
Monetary Solutions, Ltd
INCREASED5529+26+90%$255$538+$2832026-10-22
Elevated Capital Advisors, LLC
UNCHANGED434300%$378$421+$432026-11-04
Abound Wealth Management
UNCHANGED333300%$290$323+$332026-10-26
Center for Financial Planning, Inc.
NEW22—+22——$215—2026-10-26
Gilpin Wealth Management, LLC
NEW19—+19——$186—2026-10-09
Mosley Wealth Management
UNCHANGED161600%$140$148+$82026-10-16
Canopy Partners, LLC
CLOSED018,155-18,155-100%$159.4K$0-$159.4K2026-10-28
Vanguard Capital Wealth Advisors
CLOSED012,920-12,920-100%$113.4K$0-$113.4K2026-10-16
Sepio Capital, LP
CLOSED012,852-12,852-100%$112.8K$0-$112.8K2026-10-22
Cornerstone Planning Group LLC
CLOSED01,411-1,411-100%$13.9K$0-$13.9K2026-10-16
Deutsche Bank Ag\
CLOSED0361-361-100%$3.2K$0-$3.2K2026-11-06
Kelleher Financial Advisors
CLOSED0281-281-100%$2.5K$0-$2.5K2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED0146-146-100%$1.3K$0-$1.3K2026-11-04
CoreCap Advisors, LLC
CLOSED051-51-100%$448$0-$4482026-10-08
Central Trust Co
CLOSED049-49-100%$431$0-$4312026-11-05
Stone House Investment Management, LLC
CLOSED049-49-100%$430$0-$4302026-10-23
Cassaday & Co Wealth Management LLC
CLOSED042-42-100%$369$0-$3692026-10-27
Donald Smith & Co., Inc.
N/A—12,211,249-12,211,249-100%$107.2M———
Morgan Stanley
N/A—10,810,627-10,810,627-100%$94.9M———
BlackRock, Inc.
N/A—6,636,486-6,636,486-100%$58.3M———
Goldman Sachs Group Inc
N/A—5,664,585-5,664,585-100%$49.7M———
FMR LLC
N/A—3,539,254-3,539,254-100%$31.1M———
Quantinno Capital Management LP
N/A—3,230,633-3,230,633-100%$28.4M———
Northern Trust Corp
N/A—2,586,149-2,586,149-100%$22.7M———
Renaissance Technologies LLC
N/A—1,949,037-1,949,037-100%$17.1M———
Qube Research & Technologies Ltd
N/A—1,787,455-1,787,455-100%$15.7M———
Millennium Management LLC
N/A—1,264,108-1,264,108-100%$11.1M———
Arrowstreet Capital, Limited Partnership
N/A—1,142,731-1,142,731-100%$10.0M———
AQR Capital Management LLC
N/A—1,112,770-1,112,770-100%$9.8M———
Charles Schwab Investment Management Inc
N/A—945,860-945,860-100%$8.3M———
Trexquant Investment LP
N/A—664,768-664,768-100%$5.8M———
Jane Street Group, LLC
N/A—658,603-658,603-100%$5.8M———
JPMorgan Chase & Co
N/A—637,097-637,097-100%$5.6M———
O'shaughnessy Asset Management, LLC
N/A—555,917-555,917-100%$4.9M———
Mariner, LLC
N/A—461,801-461,801-100%$4.1M———
Raymond James Financial Inc
N/A—383,806-383,806-100%$3.4M———
Vanguard Personalized Indexing Management, LLC
N/A—374,709-374,709-100%$3.3M———
Marshall Wace, LLP
N/A—332,986-332,986-100%$2.9M———
Cerity Partners LLC
N/A—319,803-319,803-100%$2.8M———
Vident Advisory, LLC
N/A—302,931-302,931-100%$2.7M———
Natixis Advisors, LLC
N/A—291,304-291,304-100%$2.6M———
Wells Fargo & Company
N/A—273,588-273,588-100%$2.4M———
Two Sigma Investments, LP
N/A—271,395-271,395-100%$2.4M———
Pathstone Holdings, LLC
N/A—253,790-253,790-100%$2.2M———
UBS Group AG
N/A—223,606-223,606-100%$2.0M———
XTX Topco Ltd
N/A—222,678-222,678-100%$2.0M———
Bank of America Corp
N/A—206,447-206,447-100%$1.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—191,619-191,619-100%$1.7M———
Aquatic Capital Management LLC
N/A—184,875-184,875-100%$1.6M———
Callan Family Office, LLC
N/A—173,593-173,593-100%$1.5M———
IEQ Capital, LLC
N/A—172,275-172,275-100%$1.5M———
Mercer Global Advisors Inc
N/A—165,680-165,680-100%$1.5M———
Focus Partners Wealth
N/A—136,771-136,771-100%$1.2M———
Nuveen, LLC
N/A—125,423-125,423-100%$1.1M———
Rhumbline Advisers
N/A—121,198-121,198-100%$1.1M———
Citadel Advisors LLC
N/A—113,433-113,433-100%$995.9K———
Marietta Investment Partners LLC
N/A—108,370-108,370-100%$951.5K———
Envestnet Asset Management Inc
N/A—103,248-103,248-100%$906.5K———
Graham Capital Management, L.P.
N/A—101,682-101,682-100%$892.8K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—95,266-95,266-100%$836.4K———
Steward Partners Investment Advisory, LLC
N/A—95,178-95,178-100%$835.7K———
Dynasty Wealth Management, LLC
N/A—93,798-93,798-100%$823.5K———
First Trust Advisors LP
N/A—93,591-93,591-100%$821.7K———
MML Investors Services, LLC
N/A—87,004-87,004-100%$763.9K———
Ameriprise Financial Inc
N/A—86,887-86,887-100%$762.9K———
Venturi Wealth Management, LLC
N/A—86,688-86,688-100%$761.1K———
BSW Wealth Partners
N/A—84,749-84,749-100%$744.1K———
Quantbot Technologies LP
N/A—84,458-84,458-100%$741.5K———
Ellevest, Inc.
N/A—81,348-81,348-100%$714.2K———
QRG Capital Management, Inc.
N/A—75,981-75,981-100%$667.1K———
Orion Porfolio Solutions, LLC
N/A—75,228-75,228-100%$660.5K———
Ballentine Partners, LLC
N/A—75,104-75,104-100%$659.4K———
Syon Capital LLC
N/A—73,044-73,044-100%$641.3K———
Caprock Group, LLC
N/A—70,724-70,724-100%$621.0K———
Sequoia Financial Advisors, LLC
N/A—68,922-68,922-100%$605.1K———
M&T Bank Corp
N/A—68,576-68,576-100%$602.4K———
Coldstream Capital Management Inc
N/A—63,043-63,043-100%$553.5K———
RNC Capital Management LLC
N/A—61,305-61,305-100%$538.3K———
HRT Financial LP
N/A—60,523-60,523-100%$531.0K———
Sanctuary Advisors, LLC
N/A—59,275-59,275-100%$520.4K———
HighTower Advisors, LLC
N/A—58,145-58,145-100%$510.5K———
Neuberger Berman Group LLC
N/A—58,048-58,048-100%$509.7K———
Hantz Financial Services, Inc.
N/A—57,831-57,831-100%$508.0K———
Arax Advisory Partners
N/A—56,029-56,029-100%$491.9K———
United Capital Financial Advisors, LLC
N/A—54,041-54,041-100%$474.5K———
Cetera Investment Advisers
N/A—53,653-53,653-100%$471.1K———
Franklin Resources Inc
N/A—52,308-52,308-100%$459.3K———
UBS Asset Management Americas LLC
N/A—51,959-51,959-100%$456.2K———
Qtron Investments LLC
N/A—51,942-51,942-100%$456.1K———
Smartleaf Asset Management LLC
N/A—50,782-50,782-100%$445.4K———
Balyasny Asset Management L.P.
N/A—49,851-49,851-100%$437.7K———
Summit Trail Advisors, LLC
N/A—49,825-49,825-100%$437.5K———
Captrust Financial Advisors
N/A—48,052-48,052-100%$421.9K———
Optas, LLC
N/A—46,978-46,978-100%$412.5K———
Bank of Montreal
N/A—43,701-43,701-100%$383.7K———
Entropy Technologies, LP
N/A—41,273-41,273-100%$362.4K———
Winton Group Ltd
N/A—41,102-41,102-100%$360.9K———
CIBC World Market Inc.
N/A—40,950-40,950-100%$359.5K———
Independent Advisor Alliance
N/A—40,360-40,360-100%$354.4K———
Sivia Capital Partners, LLC
N/A—40,309-40,309-100%$353.9K———
Glenmede Trust Co NA
N/A—38,196-38,196-100%$335.4K———
Mattson Financial Services, LLC
N/A—34,886-34,886-100%$341.5K———
Osaic Holdings, Inc.
N/A—33,235-33,235-100%$291.8K———
Rockefeller Capital Management L.P.
N/A—32,364-32,364-100%$284.2K———
Jones Financial Companies Lllp
N/A—31,988-31,988-100%$281.2K———
Brown Financial Advisors
N/A—31,930-31,930-100%$280.3K———
Dorsey & Whitney Trust Co LLC
N/A—31,162-31,162-100%$273.6K———
South Dakota Investment Council
N/A—30,600-30,600-100%$269.0K———
Bleakley Financial Group, LLC
N/A—29,381-29,381-100%$258.0K———
Bridgewater Advisors Inc.
N/A—27,874-27,874-100%$267.3K———
Pure Financial Advisors, LLC
N/A—27,301-27,301-100%$239.7K———
Invesco Ltd.
N/A—23,191-23,191-100%$203.6K———
EP Wealth Advisors, LLC
N/A—22,452-22,452-100%$197.1K———
SEI Investments Co
N/A—22,290-22,290-100%$195.7K———
Keebeck Wealth Management
N/A—21,839-21,839-100%$191.7K———
Evolve Private Wealth, LLC
N/A—21,439-21,439-100%$188.2K———
Acadian Asset Management LLC
N/A—21,421-21,421-100%$188.0K———
Stifel Financial Corp
N/A—21,125-21,125-100%$185.5K———
Atlas Capital Advisors Inc.
N/A—19,675-19,675-100%$172.7K———
EntryPoint Capital, LLC
N/A—19,336-19,336-100%$169.8K———
Drive Wealth Management, LLC
N/A—19,318-19,318-100%$169.6K———
NewEdge Advisors, LLC
N/A—18,367-18,367-100%$161.3K———
Focus Partners Advisor Solutions, LLC
N/A—17,182-17,182-100%$150.9K———
Flputnam Investment Management Co
N/A—16,478-16,478-100%$144.7K———
MAI Capital Management
N/A—15,012-15,012-100%$131.8K———
Frec Markets, Inc.
N/A—14,970-14,970-100%$131.4K———
Mayflower Financial Advisors, LLC
N/A—14,722-14,722-100%$129.3K———
Royal Bank of Canada
N/A—14,155-14,155-100%$125.0K———
Jackson Thornton Wealth Management, LLC
N/A—13,511-13,511-100%$118.6K———
Susquehanna International Group, LLP
N/A—13,350-13,350-100%$117.2K———
Engineers Gate Manager LP
N/A—13,247-13,247-100%$116.3K———
West Family Investments, Inc.
N/A—12,538-12,538-100%$110.1K———
Basecamp Wealth Advisors LLC
N/A—11,975-11,975-100%$105.1K———
Tower Research Capital LLC (TRC)
N/A—11,930-11,930-100%$104.7K———
Seeds Investor LLC
N/A—11,849-11,849-100%$104.0K———
Brio Consultants, LLC
N/A—11,656-11,656-100%$102.3K———
Checchi Capital Advisers, LLC
N/A—11,268-11,268-100%$98.9K———
New Republic Capital, LLC
N/A—11,130-11,130-100%$97.7K———
GeoWealth Management, LLC
N/A—11,081-11,081-100%$97.3K———
Centiva Capital, LP
N/A—10,624-10,624-100%$93.3K———
Rothschild Investment LLC
N/A—9,165-9,165-100%$80.5K———
Brown Brothers Harriman & Co
N/A—7,381-7,381-100%$64.8K———
Bessemer Group Inc
N/A—5,183-5,183-100%$45———
Bruce G. Allen Investments, LLC
N/A—4,870-4,870-100%$42.8K———
Global Retirement Partners, LLC
N/A—3,575-3,575-100%$31.4K———
Kilter Group LLC
N/A—1,501-1,501-100%$13.2K———
BFC Planning, Inc.
N/A—1,490-1,490-100%$13.1K———
Elequin Capital, LP
N/A—1,181-1,181-100%$10.4K———
Northwestern Mutual Wealth Management Co
N/A—1,137-1,137-100%$10.0K———
Cornerstone Financial Management LLC
N/A—1,109-1,109-100%$9.7K———
Harbour Investments, Inc.
N/A—919-919-100%$8.1K———
GW&K Investment Management, LLC
N/A—689-689-100%$6.0K———
WealthCollab, LLC
N/A—677-677-100%$5.9K———
SHP Wealth Management
N/A—611-611-100%$5.4K———
Fiduciary Financial Advisors
N/A—452-452-100%$4.0K———
Transamerica Financial Advisors, LLC
N/A—387-387-100%$3.4K———
JPL Wealth Management, LLC
N/A—384-384-100%$3.4K———
Huntington National Bank
N/A—363-363-100%$3.2K———
Allied Private Wealth LLC
N/A—348-348-100%$3.3K———
Ameritas Advisory Services, LLC
N/A—329-329-100%$2.9K———
BOK Financial Private Wealth, Inc.
N/A—312-312-100%$2.7K———
Virtus Advisers, LLC
N/A—284-284-100%$2.5K———
Horizon Investments, LLC
N/A—255-255-100%$2.2K———
Raffa Wealth Management, LLC
N/A—250-250-100%$2.2K———
CVA Family Office, LLC
N/A—135-135-100%$1.2K———
Glen Eagle Advisors, LLC
N/A—119-119-100%$1.0K———
Motco
N/A—108-108-100%$948———
Quent Capital, LLC
N/A—99-99-100%$869———
LRI Investments, LLC
N/A—78-78-100%$685———
Highland Investment Advisors LLC
N/A—64-64-100%$562———
TD Capital Management LLC
N/A—51-51-100%$447———
Marshall Investment Management, LLC
N/A—43-43-100%$378———
Berthel, Fisher & Company Financial Services, Inc.
N/A—40-40-100%$351———
Bogart Wealth, LLC
N/A—37-37-100%$325———
Godfrey Financial Associates, Inc.
N/A—30-30-100%$263———
Showing 320 of 320 institutions