IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nuveen ESG Small-Cap ETF (NUSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Abacus Wealth Partners, LLC
DECREASED
Shares1,449,598 from 1,546,982
Change-97,384 (-6%)
Value$70.3M (-$10.3M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares796,650 from 876,476
Change-79,826 (-9%)
Value$38.7M (-$7.0M)
Filed 2026-10-15
Boston Common Asset Management, LLC
DECREASED
Shares409,886 from 419,630
Change-9,744 (-2%)
Value$19.9M (-$2.0M)
Filed 2026-10-13
North Berkeley Wealth Management, LLC
DECREASED
Shares290,244 from 294,384
Change-4,140 (-1%)
Value$14.1M (-$1.3M)
Filed 2026-11-02
First Pacific Financial
INCREASED
Shares267,464 from 260,637
Change+6,827 (+3%)
Value$13.0M (-$605.7K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares254,259 from 257,008
Change-2,749 (-1%)
Value$12.3M (-$1.1M)
Filed 2026-10-21
Creative Planning
DECREASED
Shares250,102 from 259,819
Change-9,717 (-4%)
Value$12.1M (-$1.4M)
Filed 2026-11-02
Colorado Capital Management, Inc.
DECREASED
Shares125,287 from 133,688
Change-8,401 (-6%)
Value$6.1K (-$888)
Filed 2026-10-15
Allodium Investment Consultants, LLC
DECREASED
Shares113,598 from 130,437
Change-16,839 (-13%)
Value$5.5M (-$1.3M)
Filed 2026-10-14
DeDora Capital, Inc.
DECREASED
Shares107,799 from 135,160
Change-27,361 (-20%)
Value$5.2M (-$1.8M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares106,247 from 101,563
Change+4,684 (+5%)
Value$5.2M (-$137.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares70,826 from 74,086
Change-3,260 (-4%)
Value$3.4K (-$3.9M)
Filed 2026-11-02
SilverOak Wealth Management LLC
INCREASED
Shares63,173 from 62,225
Change+948 (+2%)
Value$3.1M (-$177.7K)
Filed 2026-10-29
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares60,950 from 59,252
Change+1,698 (+3%)
Value$3.0M (-$130.6K)
Filed 2026-10-15
Arlington Financial Advisors, LLC
INCREASED
Shares60,562 from 54,209
Change+6,353 (+12%)
Value$2.9M (+$113.4K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares56,567 from 57,514
Change-947 (-2%)
Value$2.8M (-$173.5K)
Filed 2026-10-13
True Blue Financial, LLC
DECREASED
Shares50,268 from 62,651
Change-12,383 (-20%)
Value$2.4M (-$826.1K)
Filed 2026-10-15
IMPACTfolio, LLC
INCREASED
Shares49,048 from 46,108
Change+2,940 (+6%)
Value$2.4M (-$23.1K)
Filed 2026-10-28
Xena Financial Planning, LLC
DECREASED
Shares43,672 from 43,965
Change-293 (-1%)
Value$2.1M (-$172.3K)
Filed 2026-10-13
Corundum Group, Inc.
DECREASED
Shares43,193 from 43,317
Change-124 (0%)
Value$2.1M (-$161.7K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares42,597 from 34,459
Change+8,138 (+24%)
Value$2.1M (+$271.0K)
Filed 2026-10-08
Modera Wealth Management, LLC
INCREASED
Shares42,350 from 42,145
Change+205 (+0%)
Value$2.1M (-$141.6K)
Filed 2026-10-28
XY Planning Network, Inc.
NEW
Shares42,025
Change+42,025
Value$2.0M
Filed 2026-10-14
Pioneer Wealth Management Group
DECREASED
Shares38,361 from 41,537
Change-3,176 (-8%)
Value$1.9M (-$303.5K)
Filed 2026-10-09
Stonehearth Capital Management, LLC
UNCHANGED
Shares37,711 from 37,711
Change0 (0%)
Value$1.8M (-$135.6K)
Filed 2026-10-13
Equita Financial Network, Inc.
INCREASED
Shares33,369 from 30,159
Change+3,210 (+11%)
Value$1.6M (+$47.3K)
Filed 2026-10-19
Revolve Wealth Partners, LLC
INCREASED
Shares32,834 from 32,305
Change+529 (+2%)
Value$1.6M (-$90.5K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED
Shares30,035 from 27,961
Change+2,074 (+7%)
Value$1.5M (+$113)
Filed 2026-11-02
Stewardship Advisors, LLC
DECREASED
Shares29,640 from 30,329
Change-689 (-2%)
Value$1.4M (-$142.5K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares23,878 from 22,855
Change+1,023 (+4%)
Value$1.2M (-$32.5K)
Filed 2026-10-19
Neumann Capital Management, LLC
NEW
Shares22,792
Change+22,792
Value$1.1M
Filed 2026-10-15
Oppenheimer Asset Management Inc.
DECREASED
Shares21,663 from 21,932
Change-269 (-1%)
Value$1.1M (-$91.9K)
Filed 2026-10-27
Quantum Financial Advisors, LLC
NEW
Shares19,206
Change+19,206
Value$932.0K
Filed 2026-11-03
Vicus Capital
INCREASED
Shares18,938 from 18,555
Change+383 (+2%)
Value$918.9K (-$48.1K)
Filed 2026-11-05
RTD Financial Advisors, Inc.
DECREASED
Shares18,632 from 18,774
Change-142 (-1%)
Value$904.1K (-$74.4K)
Filed 2026-10-09
RVW Wealth, LLC
DECREASED
Shares18,356 from 18,358
Change-2 (0%)
Value$890.7K (-$66.1K)
Filed 2026-10-06
White Lighthouse Investment Management Inc.
INCREASED
Shares17,983 from 16,890
Change+1,093 (+6%)
Value$872.6K (-$7.7K)
Filed 2026-10-21
Midwest Trust Co
UNCHANGED
Shares16,700 from 16,700
Change0 (0%)
Value$810.4K (-$60.0K)
Filed 2026-10-22
Affiance Financial, LLC
INCREASED
Shares16,375 from 15,624
Change+751 (+5%)
Value$794.6K (-$19.7K)
Filed 2026-10-15
Clarity Wealth Development LLC
DECREASED
Shares16,063 from 40,258
Change-24,195 (-60%)
Value$779.5K (-$1.3M)
Filed 2026-10-22
Bokf, NA
DECREASED
Shares15,515 from 16,005
Change-490 (-3%)
Value$752.9K (-$81.3K)
Filed 2026-10-27
CX Institutional
DECREASED
Shares15,254 from 15,428
Change-174 (-1%)
Value$740 (-$64)
Filed 2026-10-02
TriaGen Wealth Management LLC
DECREASED
Shares14,431 from 14,447
Change-16 (0%)
Value$700.3K (-$52.7K)
Filed 2026-10-14
Bensler, LLC
DECREASED
Shares14,286 from 14,290
Change-4 (0%)
Value$693.2K (-$51.6K)
Filed 2026-11-05
Shotwell Rutter Baer Inc
DECREASED
Shares14,065 from 14,409
Change-344 (-2%)
Value$682.5K (-$68.5K)
Filed 2026-10-14
Laurel Wealth Planning LLC
DECREASED
Shares12,990 from 13,070
Change-80 (-1%)
Value$630.3K (-$50.9K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares10,771 from 10,846
Change-75 (-1%)
Value$522.7K (-$42.6K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares10,376 from 9,792
Change+584 (+6%)
Value$503.5K (-$6.9K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares10,283
Change+10,283
Value$499.0K
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares10,186 from 10,941
Change-755 (-7%)
Value$494 (-$569.5K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares10,030 from 10,503
Change-473 (-4%)
Value$486.7K (-$60.7K)
Filed 2026-10-27
McClarren Financial Advisors, Inc.
INCREASED
Shares9,705 from 9,413
Change+292 (+3%)
Value$470.9K (-$19.7K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
UNCHANGED
Shares9,512 from 9,512
Change0 (0%)
Value$471.5K (-$13.4K)
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares9,473 from 9,473
Change0 (0%)
Value$459.7K (-$34.1K)
Filed 2026-10-16
Values Added Financial LLC
INCREASED
Shares9,263 from 7,360
Change+1,903 (+26%)
Value$449.5K (+$65.9K)
Filed 2026-10-28
Resonant Capital Advisors, LLC
INCREASED
Shares8,988 from 8,959
Change+29 (+0%)
Value$436.1K (-$30.8K)
Filed 2026-10-15
ANB Bank
DECREASED
Shares8,877 from 8,980
Change-103 (-1%)
Value$430.8K (-$37.3K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
INCREASED
Shares8,860 from 8,106
Change+754 (+9%)
Value$430.0K (+$7.4K)
Filed 2026-10-26
West Bancorporation Inc
INCREASED
Shares8,722 from 8,485
Change+237 (+3%)
Value$423.2K (-$19.0K)
Filed 2026-10-29
Acropolis Investment Management, LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$422.2K (-$31.3K)
Filed 2026-10-08
Relyea Zuckerberg Hanson LLC
DECREASED
Shares8,687 from 9,100
Change-413 (-5%)
Value$421.5K (-$52.8K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares8,636 from 8,293
Change+343 (+4%)
Value$419.1K (-$13.2K)
Filed 2026-10-29
Capital Management Associates, Inc
UNCHANGED
Shares8,338 from 8,338
Change0 (0%)
Value$404.6K (-$30.0K)
Filed 2026-10-20
Moller Wealth Partners
INCREASED
Shares8,103 from 7,813
Change+290 (+4%)
Value$393.2K (-$14.0K)
Filed 2026-10-15
Stordahl Capital Management, Inc.
INCREASED
Shares8,067 from 7,951
Change+116 (+1%)
Value$391.5K (-$23.0K)
Filed 2026-10-22
CPC Advisors, LLC
DECREASED
Shares8,026 from 8,125
Change-99 (-1%)
Value$389.5K (-$34.0K)
Filed 2026-10-21
Zenith Solutions, Inc.
DECREASED
Shares8,006 from 8,340
Change-334 (-4%)
Value$388.5K (-$46.2K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares7,898 from 7,110
Change+788 (+11%)
Value$383.2K (+$12.7K)
Filed 2026-10-16
Curtis Advisory Group, LLC
UNCHANGED
Shares7,870 from 7,870
Change0 (0%)
Value$381.9K (-$28.3K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares7,749 from 8,027
Change-278 (-3%)
Value$376.0K (-$42.3K)
Filed 2026-10-07
CGC Financial Services, LLC
UNCHANGED
Shares7,739 from 7,739
Change0 (0%)
Value$375.5K (-$27.8K)
Filed 2026-10-13
Klaas Financial Asset Advisors, LLC
DECREASED
Shares7,606 from 7,809
Change-203 (-3%)
Value$369.1K (-$37.9K)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares7,500 from 7,463
Change+37 (+1%)
Value$364.0K (-$25.0K)
Filed 2026-10-22
Bond & Devick Financial Network, Inc.
DECREASED
Shares7,470 from 7,662
Change-192 (-3%)
Value$362.5K (-$36.9K)
Filed 2026-10-23
Capital Advantage, Inc.
DECREASED
Shares7,235 from 7,330
Change-95 (-1%)
Value$351.1K (-$31.0K)
Filed 2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares7,064 from 6,732
Change+332 (+5%)
Value$342.8K (-$8.1K)
Filed 2026-10-28
Trust Co
DECREASED
Shares6,585 from 6,603
Change-18 (0%)
Value$319.6K (-$24.6K)
Filed 2026-10-09
Livet Wealth, LLC
INCREASED
Shares6,555 from 6,525
Change+30 (+0%)
Value$318.1K (-$22.0K)
Filed 2026-10-27
Harrington Investments, Inc
UNCHANGED
Shares6,454 from 6,454
Change0 (0%)
Value$313.2K (-$23.2K)
Filed 2026-10-14
Sage Financial Group Inc
UNCHANGED
Shares6,308 from 6,308
Change0 (0%)
Value$306.1K (-$22.7K)
Filed 2026-10-27
Paulson Wealth Management Inc.
NEW
Shares6,271
Change+6,271
Value$304.3K
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares5,576 from 5,520
Change+56 (+1%)
Value$270.6K (-$17.1K)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares5,306 from 5,305
Change+1 (+0%)
Value$257.5K (-$19.1K)
Filed 2026-10-15
JGP Wealth Management, LLC
INCREASED
Shares5,237 from 3,960
Change+1,277 (+32%)
Value$254.1K (+$47.7K)
Filed 2026-10-13
Financial Insights, Inc.
DECREASED
Shares5,189 from 5,250
Change-61 (-1%)
Value$251.8K (-$21.8K)
Filed 2026-10-27
CWC Advisors, Llc.
UNCHANGED
Shares5,157 from 5,157
Change0 (0%)
Value$250.2K (-$18.5K)
Filed 2026-10-15
Arrow Financial Corp
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$249.9K (-$18.5K)
Filed 2026-10-26
BridgePort Financial Solutions, LLC
INCREASED
Shares5,133 from 4,947
Change+186 (+4%)
Value$249.1K (-$8.8K)
Filed 2026-11-02
Argyle Capital Partners, LLC
UNCHANGED
Shares5,004 from 5,004
Change0 (0%)
Value$242.8K (-$18.0K)
Filed 2026-10-23
Financial Planning Fort Collins, LLC
UNCHANGED
Shares4,981 from 4,981
Change0 (0%)
Value$241.7K (-$13.6K)
Filed 2026-10-16
Stonebridge Financial Group, LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$238.0K (-$17.6K)
Filed 2026-10-01
Ipsen Advisor Group LLC
DECREASED
Shares4,761 from 4,766
Change-5 (0%)
Value$231.1K (-$17.3K)
Filed 2026-10-29
Verus Capital Partners, LLC
INCREASED
Shares4,737 from 4,662
Change+75 (+2%)
Value$229.9K (-$13.1K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares4,733 from 4,733
Change0 (0%)
Value$229.7K (-$17.0K)
Filed 2026-10-22
Flynn Zito Capital Management, LLC
INCREASED
Shares4,724 from 4,718
Change+6 (+0%)
Value$229.2K (-$16.7K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares4,636
Change+4,636
Value$234.8K
Filed 2026-11-03
Victory Financial Group, LLC
NEW
Shares4,544
Change+4,544
Value$220.5K
Filed 2026-10-27
RMG Wealth Management LLC
NEW
Shares4,332
Change+4,332
Value$215.2K
Filed 2026-10-26
Kestra Private Wealth Services, LLC
UNCHANGED
Shares4,328 from 4,328
Change0 (0%)
Value$210.0K (-$15.6K)
Filed 2026-10-30
McAdam, LLC
INCREASED
Shares4,304 from 3,979
Change+325 (+8%)
Value$208.9K (+$1.5K)
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares4,296 from 11,193
Change-6,897 (-62%)
Value$208.4K (-$374.9K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
NEW
Shares4,140
Change+4,140
Value$200.9K
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares4,034 from 4,034
Change0 (0%)
Value$195.8K (-$14.5K)
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares3,203 from 3,203
Change0 (0%)
Value$155.4K (-$11.5K)
Filed 2026-10-22
GGM Financial LLC
UNCHANGED
Shares2,431 from 2,431
Change0 (0%)
Value$118.0K (-$8.7K)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$67.5K (-$5.0K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$49.9K (-$3.7K)
Filed 2026-10-07
Birchwood Financial Partners, Inc.
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$45.3K (-$3.4K)
Filed 2026-11-02
Mather Group, Llc.
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$40.3K (-$3.0K)
Filed 2026-10-14
Balance Wealth Partners LLC
NEW
Shares471
Change+471
Value$22.8K
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$22.9K (-$1.7K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$19.9K (-$1.5K)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.4K (-$1.4K)
Filed 2026-10-01
CoreCap Advisors, LLC
INCREASED
Shares347 from 334
Change+13 (+4%)
Value$16.8K (-$570)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares341 from 343
Change-2 (-1%)
Value$16.5K (-$1.3K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares275 from 378
Change-103 (-27%)
Value$13.3K (-$6.4K)
Filed 2026-11-03
Hickory Point Bank & Trust
NEW
Shares256
Change+256
Value$12.4K
Filed 2026-10-01
Citigroup Inc
INCREASED
Shares207 from 206
Change+1 (+0%)
Value$10.0K (-$692)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$3.8K (-$280)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.4K (-$255)
Filed 2026-10-26
Blue Trust, Inc.
NEW
Shares64
Change+64
Value$3.1K
Filed 2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.0K (-$151)
Filed 2026-10-30
First United Bank & Trust
DECREASED
Shares40 from 540
Change-500 (-93%)
Value$1.9K (-$26.2K)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (-$133)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.0K (-$76)
Filed 2026-11-04
Hurley Capital, LLC
NEW
Shares18
Change+18
Value$916
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$485 (-$36)
Filed 2026-10-08
Diversify Advisory Services, LLC
CLOSED
Shares0 from 4,818
Change-4,818 (-100%)
Value$0 (-$246.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 4,818
Change-4,818 (-100%)
Value$0 (-$246.9K)
Filed 2026-10-20
Sage Mountain Advisors LLC
CLOSED
Shares0 from 4,725
Change-4,725 (-100%)
Value$0 (-$246.3K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-27
Sage Advisory Services, Ltd.Co.
CLOSED
Shares0 from 3,892
Change-3,892 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-29
Evergreen Private Wealth LLC
CLOSED
Shares0 from 3,291
Change-3,291 (-100%)
Value$0 (-$171.5K)
Filed 2026-10-30
MCF Advisors LLC
CLOSED
Shares0 from 1,129
Change-1,129 (-100%)
Value$0 (-$58.8K)
Filed 2026-10-28
Westside Investment Management, Inc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$13.0K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 1,948,385
Change-1,948,385 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,809,595
Change-1,809,595 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,191,187
Change-1,191,187 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,058,129
Change-1,058,129 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,048,387
Change-1,048,387 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,037,858
Change-1,037,858 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 838,353
Change-838,353 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 446,466
Change-446,466 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 237,572
Change-237,572 (-100%)
Value—
FMR LLC
N/A
Shares— from 217,124
Change-217,124 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 216,566
Change-216,566 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 169,185
Change-169,185 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 150,593
Change-150,593 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 138,301
Change-138,301 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 133,454
Change-133,454 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 127,194
Change-127,194 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 121,900
Change-121,900 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 121,636
Change-121,636 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 119,284
Change-119,284 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 114,112
Change-114,112 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 109,636
Change-109,636 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 108,786
Change-108,786 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 104,243
Change-104,243 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 94,514
Change-94,514 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 88,259
Change-88,259 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 85,607
Change-85,607 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 82,714
Change-82,714 (-100%)
Value—
Rossby Financial, LCC
N/A
Shares— from 77,279
Change-77,279 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 68,509
Change-68,509 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 66,431
Change-66,431 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 58,824
Change-58,824 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,358
Change-57,358 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 54,793
Change-54,793 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 51,152
Change-51,152 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 50,276
Change-50,276 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 42,812
Change-42,812 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 41,898
Change-41,898 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 39,304
Change-39,304 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 35,693
Change-35,693 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 32,766
Change-32,766 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 32,674
Change-32,674 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 32,377
Change-32,377 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 32,298
Change-32,298 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 28,735
Change-28,735 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,053
Change-28,053 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 27,804
Change-27,804 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 27,162
Change-27,162 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 25,833
Change-25,833 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 25,301
Change-25,301 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,020
Change-23,020 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 22,903
Change-22,903 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 22,679
Change-22,679 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,610
Change-22,610 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,389
Change-21,389 (-100%)
Value—
Betterment LLC
N/A
Shares— from 21,285
Change-21,285 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,519
Change-20,519 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 19,387
Change-19,387 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 19,235
Change-19,235 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,089
Change-19,089 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,738
Change-18,738 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,104
Change-18,104 (-100%)
Value—
&partners
N/A
Shares— from 17,452
Change-17,452 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 16,345
Change-16,345 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 15,918
Change-15,918 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 15,294
Change-15,294 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,083
Change-15,083 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 14,595
Change-14,595 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,648
Change-13,648 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 12,956
Change-12,956 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,687
Change-12,687 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,288
Change-12,288 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,890
Change-11,890 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,495
Change-10,495 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,435
Change-10,435 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 10,219
Change-10,219 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,035
Change-10,035 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 9,283
Change-9,283 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 8,834
Change-8,834 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Larson Financial Group LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 740
Change-740 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Motco
N/A
Shares— from 489
Change-489 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 427
Change-427 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 341
Change-341 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 119
Change-119 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Abacus Wealth Partners, LLC
DECREASED1,449,5981,546,982-97,384-6%$80.6M$70.3M-$10.3M2026-11-03
Mission Wealth Management, LP
DECREASED796,650876,476-79,826-9%$45.7M$38.7M-$7.0M2026-10-15
Boston Common Asset Management, LLC
DECREASED409,886419,630-9,744-2%$21.9M$19.9M-$2.0M2026-10-13
North Berkeley Wealth Management, LLC
DECREASED290,244294,384-4,140-1%$15.3M$14.1M-$1.3M2026-11-02
First Pacific Financial
INCREASED267,464260,637+6,827+3%$13.6M$13.0M-$605.7K2026-10-14
Assetmark, Inc
DECREASED254,259257,008-2,749-1%$13.4M$12.3M-$1.1M2026-10-21
Creative Planning
DECREASED250,102259,819-9,717-4%$13.5M$12.1M-$1.4M2026-11-02
Colorado Capital Management, Inc.
DECREASED125,287133,688-8,401-6%$7.0K$6.1K-$8882026-10-15
Allodium Investment Consultants, LLC
DECREASED113,598130,437-16,839-13%$6.8M$5.5M-$1.3M2026-10-14
DeDora Capital, Inc.
DECREASED107,799135,160-27,361-20%$7.0M$5.2M-$1.8M2026-10-26
Commonwealth Equity Services, LLC
INCREASED106,247101,563+4,684+5%$5.3M$5.2M-$137.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED70,82674,086-3,260-4%$3.9M$3.4K-$3.9M2026-11-02
SilverOak Wealth Management LLC
INCREASED63,17362,225+948+2%$3.2M$3.1M-$177.7K2026-10-29
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED60,95059,252+1,698+3%$3.1M$3.0M-$130.6K2026-10-15
Arlington Financial Advisors, LLC
INCREASED60,56254,209+6,353+12%$2.8M$2.9M+$113.4K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED56,56757,514-947-2%$2.9M$2.8M-$173.5K2026-10-13
True Blue Financial, LLC
DECREASED50,26862,651-12,383-20%$3.3M$2.4M-$826.1K2026-10-15
IMPACTfolio, LLC
INCREASED49,04846,108+2,940+6%$2.4M$2.4M-$23.1K2026-10-28
Xena Financial Planning, LLC
DECREASED43,67243,965-293-1%$2.3M$2.1M-$172.3K2026-10-13
Corundum Group, Inc.
DECREASED43,19343,317-1240%$2.3M$2.1M-$161.7K2026-10-28
Farther Finance Advisors, LLC
INCREASED42,59734,459+8,138+24%$1.8M$2.1M+$271.0K2026-10-08
Modera Wealth Management, LLC
INCREASED42,35042,145+205+0%$2.2M$2.1M-$141.6K2026-10-28
XY Planning Network, Inc.
NEW42,025—+42,025——$2.0M—2026-10-14
Pioneer Wealth Management Group
DECREASED38,36141,537-3,176-8%$2.2M$1.9M-$303.5K2026-10-09
Stonehearth Capital Management, LLC
UNCHANGED37,71137,71100%$2.0M$1.8M-$135.6K2026-10-13
Equita Financial Network, Inc.
INCREASED33,36930,159+3,210+11%$1.6M$1.6M+$47.3K2026-10-19
Revolve Wealth Partners, LLC
INCREASED32,83432,305+529+2%$1.7M$1.6M-$90.5K2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED30,03527,961+2,074+7%$1.5M$1.5M+$1132026-11-02
Stewardship Advisors, LLC
DECREASED29,64030,329-689-2%$1.6M$1.4M-$142.5K2026-10-20
Diversified Enterprises, LLC
INCREASED23,87822,855+1,023+4%$1.2M$1.2M-$32.5K2026-10-19
Neumann Capital Management, LLC
NEW22,792—+22,792——$1.1M—2026-10-15
Oppenheimer Asset Management Inc.
DECREASED21,66321,932-269-1%$1.1M$1.1M-$91.9K2026-10-27
Quantum Financial Advisors, LLC
NEW19,206—+19,206——$932.0K—2026-11-03
Vicus Capital
INCREASED18,93818,555+383+2%$967.1K$918.9K-$48.1K2026-11-05
RTD Financial Advisors, Inc.
DECREASED18,63218,774-142-1%$978.5K$904.1K-$74.4K2026-10-09
RVW Wealth, LLC
DECREASED18,35618,358-20%$956.8K$890.7K-$66.1K2026-10-06
White Lighthouse Investment Management Inc.
INCREASED17,98316,890+1,093+6%$880.3K$872.6K-$7.7K2026-10-21
Midwest Trust Co
UNCHANGED16,70016,70000%$870.4K$810.4K-$60.0K2026-10-22
Affiance Financial, LLC
INCREASED16,37515,624+751+5%$814.3K$794.6K-$19.7K2026-10-15
Clarity Wealth Development LLC
DECREASED16,06340,258-24,195-60%$2.1M$779.5K-$1.3M2026-10-22
Bokf, NA
DECREASED15,51516,005-490-3%$834.2K$752.9K-$81.3K2026-10-27
CX Institutional
DECREASED15,25415,428-174-1%$804$740-$642026-10-02
TriaGen Wealth Management LLC
DECREASED14,43114,447-160%$753.0K$700.3K-$52.7K2026-10-14
Bensler, LLC
DECREASED14,28614,290-40%$744.8K$693.2K-$51.6K2026-11-05
Shotwell Rutter Baer Inc
DECREASED14,06514,409-344-2%$751.0K$682.5K-$68.5K2026-10-14
Laurel Wealth Planning LLC
DECREASED12,99013,070-80-1%$681.2K$630.3K-$50.9K2026-11-02
D.A. Davidson & Co.
DECREASED10,77110,846-75-1%$565.3K$522.7K-$42.6K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED10,3769,792+584+6%$510.4K$503.5K-$6.9K2026-10-13
Ascentis Independent Advisors
NEW10,283—+10,283——$499.0K—2026-11-03
Park Avenue Securities LLC
DECREASED10,18610,941-755-7%$570.0K$494-$569.5K2026-10-26
Schneider Downs Wealth Management Advisors, LP
DECREASED10,03010,503-473-4%$547.4K$486.7K-$60.7K2026-10-27
McClarren Financial Advisors, Inc.
INCREASED9,7059,413+292+3%$490.6K$470.9K-$19.7K2026-10-15
Chicago Partners Investment Group LLC
UNCHANGED9,5129,51200%$484.9K$471.5K-$13.4K2026-10-27
Trust Co of Toledo NA
UNCHANGED9,4739,47300%$493.7K$459.7K-$34.1K2026-10-16
Values Added Financial LLC
INCREASED9,2637,360+1,903+26%$383.6K$449.5K+$65.9K2026-10-28
Resonant Capital Advisors, LLC
INCREASED8,9888,959+29+0%$466.9K$436.1K-$30.8K2026-10-15
ANB Bank
DECREASED8,8778,980-103-1%$468.0K$430.8K-$37.3K2026-10-09
Flagship Harbor Advisors, LLC
INCREASED8,8608,106+754+9%$422.5K$430.0K+$7.4K2026-10-26
West Bancorporation Inc
INCREASED8,7228,485+237+3%$442.2K$423.2K-$19.0K2026-10-29
Acropolis Investment Management, LLC
UNCHANGED8,7008,70000%$453.4K$422.2K-$31.3K2026-10-08
Relyea Zuckerberg Hanson LLC
DECREASED8,6879,100-413-5%$474.3K$421.5K-$52.8K2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED8,6368,293+343+4%$432.3K$419.1K-$13.2K2026-10-29
Capital Management Associates, Inc
UNCHANGED8,3388,33800%$434.6K$404.6K-$30.0K2026-10-20
Moller Wealth Partners
INCREASED8,1037,813+290+4%$407.2K$393.2K-$14.0K2026-10-15
Stordahl Capital Management, Inc.
INCREASED8,0677,951+116+1%$414.4K$391.5K-$23.0K2026-10-22
CPC Advisors, LLC
DECREASED8,0268,125-99-1%$423.5K$389.5K-$34.0K2026-10-21
Zenith Solutions, Inc.
DECREASED8,0068,340-334-4%$434.7K$388.5K-$46.2K2026-10-19
PFG Advisors
INCREASED7,8987,110+788+11%$370.6K$383.2K+$12.7K2026-10-16
Curtis Advisory Group, LLC
UNCHANGED7,8707,87000%$410.2K$381.9K-$28.3K2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED7,7498,027-278-3%$418.4K$376.0K-$42.3K2026-10-07
CGC Financial Services, LLC
UNCHANGED7,7397,73900%$403.4K$375.5K-$27.8K2026-10-13
Klaas Financial Asset Advisors, LLC
DECREASED7,6067,809-203-3%$407.0K$369.1K-$37.9K2026-10-19
Perigon Wealth Management, LLC
INCREASED7,5007,463+37+1%$389.0K$364.0K-$25.0K2026-10-22
Bond & Devick Financial Network, Inc.
DECREASED7,4707,662-192-3%$399.3K$362.5K-$36.9K2026-10-23
Capital Advantage, Inc.
DECREASED7,2357,330-95-1%$382.0K$351.1K-$31.0K2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED7,0646,732+332+5%$350.9K$342.8K-$8.1K2026-10-28
Trust Co
DECREASED6,5856,603-180%$344.1K$319.6K-$24.6K2026-10-09
Livet Wealth, LLC
INCREASED6,5556,525+30+0%$340.1K$318.1K-$22.0K2026-10-27
Harrington Investments, Inc
UNCHANGED6,4546,45400%$336.4K$313.2K-$23.2K2026-10-14
Sage Financial Group Inc
UNCHANGED6,3086,30800%$328.8K$306.1K-$22.7K2026-10-27
Paulson Wealth Management Inc.
NEW6,271—+6,271——$304.3K—2026-11-02
VestGen Advisors, LLC
INCREASED5,5765,520+56+1%$287.7K$270.6K-$17.1K2026-10-27
Flagstar Securities, Inc
INCREASED5,3065,305+1+0%$276.5K$257.5K-$19.1K2026-10-15
JGP Wealth Management, LLC
INCREASED5,2373,960+1,277+32%$206.4K$254.1K+$47.7K2026-10-13
Financial Insights, Inc.
DECREASED5,1895,250-61-1%$273.6K$251.8K-$21.8K2026-10-27
CWC Advisors, Llc.
UNCHANGED5,1575,15700%$268.8K$250.2K-$18.5K2026-10-15
Arrow Financial Corp
UNCHANGED5,1505,15000%$268.4K$249.9K-$18.5K2026-10-26
BridgePort Financial Solutions, LLC
INCREASED5,1334,947+186+4%$257.9K$249.1K-$8.8K2026-11-02
Argyle Capital Partners, LLC
UNCHANGED5,0045,00400%$260.8K$242.8K-$18.0K2026-10-23
Financial Planning Fort Collins, LLC
UNCHANGED4,9814,98100%$255.3K$241.7K-$13.6K2026-10-16
Stonebridge Financial Group, LLC
UNCHANGED4,9054,90500%$255.6K$238.0K-$17.6K2026-10-01
Ipsen Advisor Group LLC
DECREASED4,7614,766-50%$248.4K$231.1K-$17.3K2026-10-29
Verus Capital Partners, LLC
INCREASED4,7374,662+75+2%$243.0K$229.9K-$13.1K2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED4,7334,73300%$246.7K$229.7K-$17.0K2026-10-22
Flynn Zito Capital Management, LLC
INCREASED4,7244,718+6+0%$245.9K$229.2K-$16.7K2026-11-04
StoneX Group Inc.
NEW4,636—+4,636——$234.8K—2026-11-03
Victory Financial Group, LLC
NEW4,544—+4,544——$220.5K—2026-10-27
RMG Wealth Management LLC
NEW4,332—+4,332——$215.2K—2026-10-26
Kestra Private Wealth Services, LLC
UNCHANGED4,3284,32800%$225.6K$210.0K-$15.6K2026-10-30
McAdam, LLC
INCREASED4,3043,979+325+8%$207.4K$208.9K+$1.5K2026-10-21
Apollon Wealth Management, LLC
DECREASED4,29611,193-6,897-62%$583.4K$208.4K-$374.9K2026-10-23
Kingswood Wealth Advisors, LLC
NEW4,140—+4,140——$200.9K—2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED4,0344,03400%$210.3K$195.8K-$14.5K2026-10-23
Manchester Capital Management LLC
UNCHANGED3,2033,20300%$166.9K$155.4K-$11.5K2026-10-22
GGM Financial LLC
UNCHANGED2,4312,43100%$126.7K$118.0K-$8.7K2026-11-05
First Bancorp, Inc
UNCHANGED1,3901,39000%$72.4K$67.5K-$5.0K2026-10-26
Elevation Wealth Partners, LLC
UNCHANGED1,0281,02800%$53.6K$49.9K-$3.7K2026-10-07
Birchwood Financial Partners, Inc.
UNCHANGED93393300%$48.6K$45.3K-$3.4K2026-11-02
Mather Group, Llc.
UNCHANGED83183100%$43.3K$40.3K-$3.0K2026-10-14
Balance Wealth Partners LLC
NEW471—+471——$22.8K—2026-10-27
Signaturefd, LLC
UNCHANGED47147100%$24.5K$22.9K-$1.7K2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED41041000%$21.4K$19.9K-$1.5K2026-11-03
Noble Wealth Management PBC
UNCHANGED40040000%$20.8K$19.4K-$1.4K2026-10-01
CoreCap Advisors, LLC
INCREASED347334+13+4%$17.4K$16.8K-$5702026-10-08
Creative Financial Designs Inc
DECREASED341343-2-1%$17.9K$16.5K-$1.3K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED275378-103-27%$19.7K$13.3K-$6.4K2026-11-03
Hickory Point Bank & Trust
NEW256—+256——$12.4K—2026-10-01
Citigroup Inc
INCREASED207206+1+0%$10.7K$10.0K-$6922026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED787800%$4.1K$3.8K-$2802026-11-05
Lanark Financial, Inc.
UNCHANGED717100%$3.7K$3.4K-$2552026-10-26
Blue Trust, Inc.
NEW64—+64——$3.1K—2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED424200%$2.2K$2.0K-$1512026-10-30
First United Bank & Trust
DECREASED40540-500-93%$28.1K$1.9K-$26.2K2026-10-22
Parkside Financial Bank & Trust
UNCHANGED373700%$1.9K$1.8K-$1332026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED212100%$1.1K$1.0K-$762026-11-04
Hurley Capital, LLC
NEW18—+18——$916—2026-11-05
Davis Capital Management
UNCHANGED101000%$521$485-$362026-10-08
Diversify Advisory Services, LLC
CLOSED04,818-4,818-100%$246.9K$0-$246.9K2026-10-20
Diversify Wealth Management, LLC
CLOSED04,818-4,818-100%$246.9K$0-$246.9K2026-10-20
Sage Mountain Advisors LLC
CLOSED04,725-4,725-100%$246.3K$0-$246.3K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED04,080-4,080-100%$212.7K$0-$212.7K2026-10-27
Sage Advisory Services, Ltd.Co.
CLOSED03,892-3,892-100%$203.0K$0-$203.0K2026-10-29
Evergreen Private Wealth LLC
CLOSED03,291-3,291-100%$171.5K$0-$171.5K2026-10-30
MCF Advisors LLC
CLOSED01,129-1,129-100%$58.8K$0-$58.8K2026-10-28
Westside Investment Management, Inc.
CLOSED0250-250-100%$13.0K$0-$13.0K2026-11-02
International Assets Investment Management, LLC
CLOSED0121-121-100%$6.3K$0-$6.3K2026-11-02
LifeSteps Financial, Inc.
CLOSED050-50-100%$2.6K$0-$2.6K2026-10-15
Bank of America Corp
N/A—1,948,385-1,948,385-100%$101.5M———
Mercer Global Advisors Inc
N/A—1,809,595-1,809,595-100%$94.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,191,187-1,191,187-100%$62.1M———
Royal Bank of Canada
N/A—1,058,129-1,058,129-100%$55.2M———
UBS Group AG
N/A—1,048,387-1,048,387-100%$54.6M———
Morgan Stanley
N/A—1,037,858-1,037,858-100%$54.1M———
LPL Financial LLC
N/A—838,353-838,353-100%$43.7M———
Bank of New York Mellon Corp
N/A—446,466-446,466-100%$23.3M———
WCG Wealth Advisors LLC
N/A—237,572-237,572-100%$12.4M———
FMR LLC
N/A—217,124-217,124-100%$11.3M———
Wells Fargo & Company
N/A—216,566-216,566-100%$11.3M———
Stifel Financial Corp
N/A—169,185-169,185-100%$8.8M———
Ameriprise Financial Inc
N/A—150,593-150,593-100%$7.9M———
Allworth Financial LP
N/A—138,301-138,301-100%$7.2M———
Envestnet Asset Management Inc
N/A—133,454-133,454-100%$7.0M———
Jones Financial Companies Lllp
N/A—127,194-127,194-100%$6.6M———
Two Sigma Investments, LP
N/A—121,900-121,900-100%$6.4M———
Ameritas Advisory Services, LLC
N/A—121,636-121,636-100%$6.3M———
Palisades Hudson Asset Management, L.P.
N/A—119,284-119,284-100%$6.2M———
Captrust Financial Advisors
N/A—114,112-114,112-100%$5.9M———
EP Wealth Advisors, LLC
N/A—109,636-109,636-100%$5.7M———
Beacon Pointe Advisors, LLC
N/A—108,786-108,786-100%$5.7M———
Cetera Investment Advisers
N/A—104,243-104,243-100%$5.4M———
Coldstream Capital Management Inc
N/A—94,514-94,514-100%$4.9M———
Rockefeller Capital Management L.P.
N/A—88,259-88,259-100%$4.6M———
JPMorgan Chase & Co
N/A—85,607-85,607-100%$4.4M———
Raymond James Financial Inc
N/A—82,714-82,714-100%$4.3M———
Rossby Financial, LCC
N/A—77,279-77,279-100%$4.0M———
BSW Wealth Partners
N/A—68,509-68,509-100%$3.6M———
ST Germain D J Co Inc
N/A—66,431-66,431-100%$3.5M———
UBS Asset Management Americas LLC
N/A—58,824-58,824-100%$3.1M———
NewEdge Advisors, LLC
N/A—57,358-57,358-100%$3.0M———
RWA Wealth Partners, LLC
N/A—54,793-54,793-100%$2.9M———
Wescott Financial Advisory Group, LLC
N/A—51,152-51,152-100%$2.7M———
Westfuller Advisors, LLC
N/A—50,276-50,276-100%$2.6M———
Whittier Trust Co
N/A—42,812-42,812-100%$2.2M———
Lazard Asset Management LLC
N/A—41,898-41,898-100%$2.2M———
Whittier Trust Co of Nevada Inc
N/A—39,304-39,304-100%$2.0M———
HM Payson & Co
N/A—35,693-35,693-100%$1.9M———
Modern Wealth Management, LLC
N/A—32,766-32,766-100%$1.7M———
SageView Advisory Group, LLC
N/A—32,674-32,674-100%$1.7M———
Tiaa Trust, National Association
N/A—32,377-32,377-100%$1.7M———
Pathstone Holdings, LLC
N/A—32,298-32,298-100%$1.7M———
HighTower Advisors, LLC
N/A—28,735-28,735-100%$1.5M———
Focus Partners Wealth
N/A—28,053-28,053-100%$1.5M———
One Capital Management, LLC
N/A—27,804-27,804-100%$1.3M———
Brio Consultants, LLC
N/A—27,162-27,162-100%$1.4M———
Legacy Edge Advisors, LLC
N/A—25,833-25,833-100%$1.3M———
Savant Capital, LLC
N/A—25,301-25,301-100%$1.2M———
Equitable Holdings, Inc.
N/A—23,020-23,020-100%$1.2M———
Napier Financial, LLC
N/A—22,903-22,903-100%$1.2M———
SGL Investment Advisors, Inc.
N/A—22,679-22,679-100%$1.2M———
PFG Investments, LLC
N/A—22,610-22,610-100%$1.2M———
Harbour Investments, Inc.
N/A—21,389-21,389-100%$1.1M———
Betterment LLC
N/A—21,285-21,285-100%$1.1M———
UMB Bank, n.a.
N/A—20,700-20,700-100%$1.1M———
Susquehanna International Group, LLP
N/A—20,519-20,519-100%$1.1M———
Evolution Advisers, Inc.
N/A—20,350-20,350-100%$1.1M———
Silver Oak Advisory Group, Inc.
N/A—19,387-19,387-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—19,235-19,235-100%$1.0M———
Private Advisor Group, LLC
N/A—19,089-19,089-100%$994.9K———
Osaic Holdings, Inc.
N/A—18,738-18,738-100%$976.9K———
Natixis Advisors, LLC
N/A—18,104-18,104-100%$943.0K———
&partners
N/A—17,452-17,452-100%$909.6K———
McCartney Wealth Management LLC
N/A—16,345-16,345-100%$851.9K———
Bragg Financial Advisors, Inc
N/A—15,918-15,918-100%$829.6K———
Natural Investments, LLC
N/A—15,294-15,294-100%$797.0K———
Mutual Advisors, LLC
N/A—15,083-15,083-100%$786.1K———
Colter Lewis Investment Partners LLC
N/A—14,595-14,595-100%$760.7K———
Stratos Wealth Partners, Ltd.
N/A—14,097-14,097-100%$734.7K———
Cresset Asset Management, LLC
N/A—13,648-13,648-100%$711.3K———
Destination Wealth Management
N/A—13,414-13,414-100%$699.1K———
SK Wealth Management, LLC
N/A—12,956-12,956-100%$680.2K———
GeoWealth Management, LLC
N/A—12,687-12,687-100%$661.2K———
Tradition Wealth Management, LLC
N/A—12,288-12,288-100%$640.4K———
Bartlett & Co. Wealth Management LLC
N/A—12,000-12,000-100%$625.4K———
MML Investors Services, LLC
N/A—11,890-11,890-100%$619.7K———
Painted Porch Advisors LLC
N/A—11,649-11,649-100%$607.1K———
Orion Porfolio Solutions, LLC
N/A—10,495-10,495-100%$547.0K———
Franklin Resources Inc
N/A—10,435-10,435-100%$543.9K———
Carr Financial Group Corp
N/A—10,219-10,219-100%$532.6K———
Integrated Wealth Concepts LLC
N/A—10,035-10,035-100%$523.0K———
Falcon Wealth Planning
N/A—9,283-9,283-100%$483.8K———
McNamara Financial Services, Inc.
N/A—9,211-9,211-100%$480.1K———
Thrivent Financial for Lutherans
N/A—8,927-8,927-100%$465.0K———
Capasso Planning Partners LLC
N/A—8,834-8,834-100%$460.4K———
Pacific SUN Financial Corp
N/A—8,505-8,505-100%$443.3K———
MAI Capital Management
N/A—8,256-8,256-100%$430.3K———
Vestmark Advisory Solutions, Inc.
N/A—8,142-8,142-100%$424.4K———
New Insight Wealth Advisors
N/A—7,636-7,636-100%$398.0K———
PW Advisors, LLC \ FL
N/A—6,977-6,977-100%$363.7K———
Mariner, LLC
N/A—6,841-6,841-100%$356.6K———
Merit Financial Group, LLC
N/A—6,747-6,747-100%$351.6K———
Tower Research Capital LLC (TRC)
N/A—6,674-6,674-100%$347.8K———
Balanced Rock Investment Advisors LLC
N/A—6,577-6,577-100%$342.8K———
BlueStem Wealth Partners, LLC
N/A—6,447-6,447-100%$336.0K———
Kelman-Lazarov, Inc.
N/A—6,047-6,047-100%$315.2K———
Baird Financial Group, Inc.
N/A—6,037-6,037-100%$314.6K———
Freedom Investment Management, Inc.
N/A—5,897-5,897-100%$307.4K———
First Manhattan Co. Llc.
N/A—5,800-5,800-100%$302.3K———
Summit Financial, LLC
N/A—5,384-5,384-100%$280.6K———
Abound Financial, LLC
N/A—5,239-5,239-100%$273.1K———
Goldman Sachs Group Inc
N/A—4,945-4,945-100%$257.7K———
Clearstead Advisors, LLC
N/A—4,918-4,918-100%$256.3K———
Endeavor Private Wealth, Inc.
N/A—4,775-4,775-100%$248.9K———
Warner Financial, Inc
N/A—4,748-4,748-100%$247.5K———
Westview Management dba Westview Investment Advisors
N/A—4,638-4,638-100%$241.7K———
Continuum Advisory, LLC
N/A—4,506-4,506-100%$234.9K———
Citadel Advisors LLC
N/A—4,494-4,494-100%$234.2K———
Columbia River Financial Group, LLC
N/A—4,380-4,380-100%$228.0K———
SOA Wealth Advisors, Llc.
N/A—3,466-3,466-100%$180.6K———
O'shaughnessy Asset Management, LLC
N/A—3,267-3,267-100%$170.3K———
Blair William & Co
N/A—3,197-3,197-100%$166.6K———
US Bancorp \de\
N/A—2,967-2,967-100%$154.6K———
Greykasell Wealth Strategies, Inc.
N/A—2,966-2,966-100%$154.6K———
Steward Partners Investment Advisory, LLC
N/A—2,691-2,691-100%$140.3K———
Millstone Evans Group, LLC
N/A—2,507-2,507-100%$130.7K———
Larson Financial Group LLC
N/A—2,421-2,421-100%$126.2K———
Walsh & Associates, LLC
N/A—2,310-2,310-100%$120.4K———
IAG Wealth Partners, LLC
N/A—1,989-1,989-100%$103.7K———
Aptus Capital Advisors, LLC
N/A—1,689-1,689-100%$88.0K———
Glen Eagle Advisors, LLC
N/A—1,455-1,455-100%$75.8K———
Milestone Investment Advisors LLC
N/A—1,431-1,431-100%$74.6K———
Smartleaf Asset Management LLC
N/A—1,358-1,358-100%$70.3K———
IFG Advisory, LLC
N/A—1,236-1,236-100%$64.4K———
Fiduciary Financial Advisors
N/A—740-740-100%$38.6K———
Orion Capital Management LLC
N/A—533-533-100%$27.8K———
Timmons Wealth Management, LLC
N/A—522-522-100%$27.2K———
Motco
N/A—489-489-100%$25.5K———
Winthrop Capital Management, LLC
N/A—452-452-100%$24———
PNC Financial Services Group, Inc.
N/A—430-430-100%$22.4K———
Fifth Third Bancorp
N/A—427-427-100%$22.3K———
Global Retirement Partners, LLC
N/A—341-341-100%$17.8K———
Ameriflex Group, Inc.
N/A—341-341-100%$17.8K———
Crewe Advisors LLC
N/A—329-329-100%$17.1K———
BOK Financial Private Wealth, Inc.
N/A—322-322-100%$16.8K———
BlackRock, Inc.
N/A—255-255-100%$13.3K———
Vanguard Advisers Inc
N/A—119-119-100%$6.2K———
Anchor Investment Management, LLC
N/A—101-101-100%$5.3K———
BFC Planning, Inc.
N/A—75-75-100%$3.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—75-75-100%$3.9K———
AE Wealth Management LLC
N/A—67-67-100%$3.5K———
Private Wealth Asset Management, LLC
N/A—30-30-100%$1.6K———
Russell Investments Group, Ltd.
N/A—27-27-100%$1.4K———
Hantz Financial Services, Inc.
N/A—18-18-100%$1———
Bogart Wealth, LLC
N/A—7-7-100%$365———
Huntington National Bank
N/A—1-1-100%$52———
Showing 284 of 284 institutions