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Orix (IX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Todd Asset Management LLC
INCREASED
Shares1,833,292 from 1,822,511
Change+10,781 (+1%)
Value$69.1M (-$194.8K)
Filed 2026-10-27
Eagle Global Advisors LLC
INCREASED
Shares348,178 from 348,148
Change+30 (+0%)
Value$13.1M (-$113.8K)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
DECREASED
Shares198,500 from 199,365
Change-865 (0%)
Value$7.5M (-$98.4K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares165,377 from 173,045
Change-7,668 (-4%)
Value$6.2M (-$346.2K)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares160,643 from 165,151
Change-4,508 (-3%)
Value$6.1M (-$224.5K)
Filed 2026-10-08
Oppenheimer Asset Management Inc.
DECREASED
Shares160,536 from 170,373
Change-9,837 (-6%)
Value$6.1M (-$427.2K)
Filed 2026-10-27
Boston Common Asset Management, LLC
DECREASED
Shares150,353 from 165,949
Change-15,596 (-9%)
Value$5.7M (-$642.9K)
Filed 2026-10-13
Calamos Wealth Management LLC
DECREASED
Shares148,212 from 181,922
Change-33,710 (-19%)
Value$5.6M (-$1.3M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares118,008 from 90,551
Change+27,457 (+30%)
Value$4.5M (+$1.0M)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
DECREASED
Shares115,171 from 142,762
Change-27,591 (-19%)
Value$4.3M (-$1.1M)
Filed 2026-10-21
Henry James International Management Inc.
DECREASED
Shares88,148 from 88,169
Change-21 (0%)
Value$3.3M (-$29.9K)
Filed 2026-10-14
Quadrant Capital Group LLC
UNCHANGED
Shares73,134 from 73,134
Change0 (0%)
Value$2.7M (-$87.8K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares50,652 from 48,379
Change+2,273 (+5%)
Value$1.9M (+$69.8K)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares45,646 from 30,338
Change+15,308 (+50%)
Value$1.7M (+$567.2K)
Filed 2026-11-03
CIBC Asset Management Inc
NEW
Shares45,333
Change+45,333
Value$1.7M
Filed 2026-11-05
Creative Planning
INCREASED
Shares45,046 from 37,467
Change+7,579 (+20%)
Value$1.7M (+$273.5K)
Filed 2026-11-02
Ativo Capital Management LLC
DECREASED
Shares43,180 from 51,144
Change-7,964 (-16%)
Value$1.6M (-$317.2K)
Filed 2026-10-27
Highland Capital Management, LLC
NEW
Shares37,550
Change+37,550
Value$1.4M
Filed 2026-10-26
Greenleaf Trust
DECREASED
Shares34,754 from 36,300
Change-1,546 (-4%)
Value$1.3M (-$70.3K)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares34,565 from 32,308
Change+2,257 (+7%)
Value$1.3M (+$74.5K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares34,013 from 24,589
Change+9,424 (+38%)
Value$1.3M (+$347.3K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares33,256 from 32,215
Change+1,041 (+3%)
Value$1.2M (+$5.4K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
DECREASED
Shares31,458 from 33,056
Change-1,598 (-5%)
Value$1.2M (-$71.2K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares31,235 from 27,576
Change+3,659 (+13%)
Value$1.2M (+$128.9K)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares28,321 from 30,883
Change-2,562 (-8%)
Value$1.1K (-$1.2M)
Filed 2026-10-26
Investment Research Partners LLC
INCREASED
Shares28,073 from 27,303
Change+770 (+3%)
Value$1.1M (+$20.0K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED
Shares27,910 from 27,960
Change-50 (0%)
Value$1.1M (-$11.1K)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares27,879 from 25,563
Change+2,316 (+9%)
Value$1.1M (+$78.9K)
Filed 2026-11-04
Plan A Wealth LLC
INCREASED
Shares27,772 from 27,237
Change+535 (+2%)
Value$1.0M (+$11.2K)
Filed 2026-10-08
Choreo, LLC
INCREASED
Shares26,378 from 26,330
Change+48 (+0%)
Value$994.7K (-$6.9K)
Filed 2026-10-28
Tred Avon Family Wealth, LLC
DECREASED
Shares23,590 from 24,015
Change-425 (-2%)
Value$889.6K (-$24.0K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares23,462 from 15,836
Change+7,626 (+48%)
Value$884.8K (+$282.4K)
Filed 2026-10-27
Regions Financial Corp
INCREASED
Shares22,540 from 21,467
Change+1,073 (+5%)
Value$850.0K (+$33.4K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares20,593 from 20,175
Change+418 (+2%)
Value$776.6K (+$9.1K)
Filed 2026-10-02
Truist Financial Corp
DECREASED
Shares20,468 from 23,788
Change-3,320 (-14%)
Value$771.8K (-$133.0K)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares18,387 from 16,751
Change+1,636 (+10%)
Value$693.4K (+$56.2K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares18,221 from 15,476
Change+2,745 (+18%)
Value$687.1K (+$98.4K)
Filed 2026-10-21
Signaturefd, LLC
DECREASED
Shares16,512 from 16,606
Change-94 (-1%)
Value$622.7K (-$9.0K)
Filed 2026-10-23
Xponance LLC
INCREASED
Shares16,423 from 14,828
Change+1,595 (+11%)
Value$619.3K (+$55.3K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares15,854 from 16,050
Change-196 (-1%)
Value$597.9K (-$12.7K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares15,470
Change+15,470
Value$583.4K
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares15,076 from 13,440
Change+1,636 (+12%)
Value$568.5K (+$57.3K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,013 from 12,444
Change+2,569 (+21%)
Value$550.8K (+$49.3K)
Filed 2026-10-13
Ascent Group, LLC
INCREASED
Shares13,378 from 11,847
Change+1,531 (+13%)
Value$504.5K (+$53.8K)
Filed 2026-10-30
Keybank National Association
INCREASED
Shares12,845 from 12,599
Change+246 (+2%)
Value$484.4K (+$5.1K)
Filed 2026-11-04
PDS Planning, Inc
DECREASED
Shares12,777 from 12,787
Change-10 (0%)
Value$481.8K (-$4.6K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares12,114 from 6,319
Change+5,795 (+92%)
Value$456.8K (+$216.4K)
Filed 2026-10-22
Abel Hall, LLC
DECREASED
Shares11,593 from 11,596
Change-3 (0%)
Value$437.2K (-$3.9K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares11,552 from 10,439
Change+1,113 (+11%)
Value$435.6K (+$38.5K)
Filed 2026-10-08
Aprio Wealth Management, LLC
INCREASED
Shares10,991 from 10,071
Change+920 (+9%)
Value$414.5K (+$31.4K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
DECREASED
Shares10,977 from 12,546
Change-1,569 (-13%)
Value$413.9K (-$63.3K)
Filed 2026-11-04
Greenspring Advisors, LLC
NEW
Shares10,670
Change+10,670
Value$402.4K
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares10,338 from 10,337
Change+1 (+0%)
Value$389.9K (-$3.4K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares10,193 from 10,686
Change-493 (-5%)
Value$384.4K (-$22.1K)
Filed 2026-10-27
Net Worth Advisory Group
DECREASED
Shares9,341 from 11,034
Change-1,693 (-15%)
Value$349.0K (-$70.8K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
INCREASED
Shares8,432 from 7,646
Change+786 (+10%)
Value$318.0K (+$27.1K)
Filed 2026-10-26
Abacus Wealth Partners, LLC
UNCHANGED
Shares7,912 from 7,912
Change0 (0%)
Value$298.4K (-$2.6K)
Filed 2026-11-03
Wedmont Private Capital
NEW
Shares7,843
Change+7,843
Value$287.8K
Filed 2026-10-09
Dimensional Fund Advisors LP
DECREASED
Shares7,504 from 7,520
Change-16 (0%)
Value$282.9K (-$3.1K)
Filed 2026-11-04
Sage Rhino Capital LLC
DECREASED
Shares7,411 from 7,735
Change-324 (-4%)
Value$279.5K (-$14.8K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares7,406 from 13,464
Change-6,058 (-45%)
Value$279.3K (-$232.9K)
Filed 2026-11-05
Baron Wealth Management LLC
DECREASED
Shares7,144 from 8,584
Change-1,440 (-17%)
Value$269.4K (-$57.1K)
Filed 2026-10-27
Marks Group Wealth Management, Inc
DECREASED
Shares7,032 from 12,257
Change-5,225 (-43%)
Value$265.2K (-$201.1K)
Filed 2026-11-05
Portside Wealth Group, LLC
DECREASED
Shares6,968 from 9,397
Change-2,429 (-26%)
Value$262.8K (-$94.7K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares6,815 from 7,032
Change-217 (-3%)
Value$257.0K (-$10.5K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
INCREASED
Shares6,808 from 6,261
Change+547 (+9%)
Value$256.7K (+$18.6K)
Filed 2026-10-27
Narus Financial Partners, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$245.1K (-$2.1K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED
Shares6,183 from 6,096
Change+87 (+1%)
Value$233.2K (+$1.3K)
Filed 2026-11-02
Diversify Wealth Management, LLC
DECREASED
Shares6,171 from 6,709
Change-538 (-8%)
Value$225.3K (-$44.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares6,171 from 6,709
Change-538 (-8%)
Value$225.3K (-$44.5K)
Filed 2026-10-20
55 North Private Wealth, LLC
INCREASED
Shares6,138 from 5,610
Change+528 (+9%)
Value$231.5K (+$18.1K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares5,842 from 5,873
Change-31 (-1%)
Value$220.3K (-$3.1K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares4,437 from 3,894
Change+543 (+14%)
Value$167.3K (+$19.2K)
Filed 2026-10-08
Cromwell Holdings LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$115.0K (-$1.0K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares2,582 from 2,104
Change+478 (+23%)
Value$97.4K (+$17.3K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$73.2K (-$1.3K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares1,554 from 1,313
Change+241 (+18%)
Value$58.6K (+$8.7K)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$56.2K (-$492)
Filed 2026-10-19
James T. Borello RIA
DECREASED
Shares1,405 from 1,406
Change-1 (0%)
Value$53.0K (-$501)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
INCREASED
Shares1,345 from 1,304
Change+41 (+3%)
Value$50.7K (+$1.1K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares1,271
Change+1,271
Value$47.9K
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares1,257 from 1,223
Change+34 (+3%)
Value$47.4K (+$885)
Filed 2026-10-15
True Wealth Design, LLC
INCREASED
Shares924 from 708
Change+216 (+31%)
Value$34.8K (+$7.9K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$34.1K (-$298)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares768 from 654
Change+114 (+17%)
Value$29.0K (+$4.1K)
Filed 2026-10-16
Livelsberger Financial Advisory
NEW
Shares704
Change+704
Value$26.5K
Filed 2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$22.8K (-$200)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares552 from 522
Change+30 (+6%)
Value$20.8K (+$959)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares545 from 475
Change+70 (+15%)
Value$20.5K (+$2.5K)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.9K (-$165)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$18.2K (-$159)
Filed 2026-10-23
Bell Investment Advisors, Inc
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$17.2K (-$151)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares420
Change+420
Value$15.8K
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$15.2K (-$133)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
DECREASED
Shares400 from 425
Change-25 (-6%)
Value$15.1K (-$1.1K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares383 from 474
Change-91 (-19%)
Value$14.4K (-$3.6K)
Filed 2026-10-20
West Financial Advisors, LLC
NEW
Shares380
Change+380
Value$14.3K
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares354
Change+354
Value$13.3K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$11.4K (-$100)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares271 from 262
Change+9 (+3%)
Value$10.2K (+$253)
Filed 2026-10-29
Essential Partners LLC
INCREASED
Shares263 from 168
Change+95 (+57%)
Value$9.9K (+$3.5K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares263 from 247
Change+16 (+6%)
Value$9.9K (+$522)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$9.2K (-$80)
Filed 2026-10-21
Cullen T Bankers, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$8.8K (-$78)
Filed 2026-10-28
Nisa Investment Advisors, LLC
INCREASED
Shares205 from 106
Change+99 (+93%)
Value$7.7K (+$3.7K)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares192 from 107
Change+85 (+79%)
Value$7.2K (+$3.2K)
Filed 2026-10-26
Highline Wealth Partners LLC
INCREASED
Shares187 from 116
Change+71 (+61%)
Value$7.1K (+$2.6K)
Filed 2026-10-19
City State Bank
NEW
Shares174
Change+174
Value$6.6K
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$5.1K (-$44)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4.7K (-$41)
Filed 2026-10-27
Retirement Wealth Solutions LLC
DECREASED
Shares109 from 153
Change-44 (-29%)
Value$4.1K (-$1.7K)
Filed 2026-10-07
Jnba Financial Advisors
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$4.1K (-$36)
Filed 2026-11-03
MV Capital Management, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$4.0K (-$35)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
NEW
Shares97
Change+97
Value$3.7K
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$3.7K (-$32)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares96
Change+96
Value$3.6K
Filed 2026-10-19
Montag A & Associates Inc
NEW
Shares88
Change+88
Value$3.3K
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.0K (-$26)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.0K (-$26)
Filed 2026-10-28
Planning Strategies Inc.
NEW
Shares73
Change+73
Value$2.8K
Filed 2026-10-02
Independence Bank of Kentucky
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.6K (-$23)
Filed 2026-10-26
Manchester Capital Management LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.6K (-$23)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.6K (-$22)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.5K (-$22)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares58 from 54
Change+4 (+7%)
Value$2.2K (+$133)
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.1K (-$19)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.0K (-$18)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2 ($0)
Filed 2026-10-02
American Capital Advisory, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.8K (-$15)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
NEW
Shares45
Change+45
Value$1.7K
Filed 2026-10-23
Grove Bank & Trust
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.7K (-$15)
Filed 2026-10-08
Breakwater Investment Management
NEW
Shares42
Change+42
Value$1.6K
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares39
Change+39
Value$1.5K
Filed 2026-10-09
Elevated Capital Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.3K (-$11)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
INCREASED
Shares30 from 3
Change+27 (+900%)
Value$1.1K (+$1.0K)
Filed 2026-10-29
Center for Financial Planning, Inc.
NEW
Shares20
Change+20
Value$754
Filed 2026-10-26
Monetary Solutions, Ltd
INCREASED
Shares16 from 10
Change+6 (+60%)
Value$603 (+$223)
Filed 2026-10-22
Proathlete Wealth Management LLC
NEW
Shares14
Change+14
Value$527
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares13 from 26
Change-13 (-50%)
Value$490 (-$499)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$490 (-$5)
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares11
Change+11
Value$415
Filed 2026-10-14
StrongBox Wealth, LLC
NEW
Shares10
Change+10
Value$377
Filed 2026-11-02
Abound Wealth Management
DECREASED
Shares8 from 19
Change-11 (-58%)
Value$302 (-$421)
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares6
Change+6
Value$227
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$183 (-$7)
Filed 2026-10-16
Artemis Investment Management LLP
CLOSED
Shares0 from 85,561
Change-85,561 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-08
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 28,548
Change-28,548 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Gibbs Wealth Management
CLOSED
Shares0 from 6,315
Change-6,315 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-22
Norden Group LLC
CLOSED
Shares0 from 5,271
Change-5,271 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-04
Golden State Wealth Management, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-02
Asset Dedication, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-16
Bare Financial Services, Inc
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$571)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$533)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$381)
Filed 2026-10-27
FMR LLC
N/A
Shares— from 6,033,914
Change-6,033,914 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,998,666
Change-4,998,666 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,225,609
Change-3,225,609 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,752,822
Change-1,752,822 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,356,665
Change-1,356,665 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,220,846
Change-1,220,846 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,158,412
Change-1,158,412 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,147,000
Change-1,147,000 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,048,981
Change-1,048,981 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,038,092
Change-1,038,092 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 903,214
Change-903,214 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 785,332
Change-785,332 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 654,254
Change-654,254 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 564,688
Change-564,688 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 520,280
Change-520,280 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 391,459
Change-391,459 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 382,934
Change-382,934 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 280,804
Change-280,804 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 271,060
Change-271,060 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 219,971
Change-219,971 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 178,737
Change-178,737 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 175,597
Change-175,597 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 166,395
Change-166,395 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 162,560
Change-162,560 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 139,524
Change-139,524 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 131,236
Change-131,236 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 128,737
Change-128,737 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 121,062
Change-121,062 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 120,625
Change-120,625 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 114,400
Change-114,400 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 112,461
Change-112,461 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 107,109
Change-107,109 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 106,698
Change-106,698 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 105,134
Change-105,134 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 97,086
Change-97,086 (-100%)
Value—
Naples Global Advisors, LLC
N/A
Shares— from 93,617
Change-93,617 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 92,534
Change-92,534 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 88,625
Change-88,625 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 84,052
Change-84,052 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 82,993
Change-82,993 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 73,960
Change-73,960 (-100%)
Value—
&partners
N/A
Shares— from 72,570
Change-72,570 (-100%)
Value—
UBS Group AG
N/A
Shares— from 72,488
Change-72,488 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 66,709
Change-66,709 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 66,449
Change-66,449 (-100%)
Value—
Paradigm Asset Management Co LLC
N/A
Shares— from 66,400
Change-66,400 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 60,348
Change-60,348 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 58,650
Change-58,650 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 53,601
Change-53,601 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 53,550
Change-53,550 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 52,651
Change-52,651 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 49,987
Change-49,987 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 45,373
Change-45,373 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 44,868
Change-44,868 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 42,137
Change-42,137 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 39,851
Change-39,851 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,754
Change-39,754 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 38,623
Change-38,623 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 37,940
Change-37,940 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 35,442
Change-35,442 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 34,416
Change-34,416 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,926
Change-32,926 (-100%)
Value—
State Street Corp
N/A
Shares— from 32,135
Change-32,135 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 31,176
Change-31,176 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 29,862
Change-29,862 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 29,371
Change-29,371 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 27,978
Change-27,978 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 27,725
Change-27,725 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 27,258
Change-27,258 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,360
Change-26,360 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 25,465
Change-25,465 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 24,810
Change-24,810 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 24,548
Change-24,548 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,885
Change-22,885 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 22,727
Change-22,727 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 22,021
Change-22,021 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 21,251
Change-21,251 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,919
Change-20,919 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 20,456
Change-20,456 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 18,666
Change-18,666 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 15,833
Change-15,833 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 15,576
Change-15,576 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 14,898
Change-14,898 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,894
Change-14,894 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,423
Change-14,423 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 14,335
Change-14,335 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,043
Change-14,043 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,166
Change-13,166 (-100%)
Value—
Optas, LLC
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,703
Change-12,703 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 12,677
Change-12,677 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,647
Change-12,647 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,963
Change-11,963 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10,153
Change-10,153 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,411
Change-8,411 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 7,790
Change-7,790 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,743
Change-7,743 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 7,034
Change-7,034 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,740
Change-6,740 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,608
Change-6,608 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 622
Change-622 (-100%)
Value—
Bayban
N/A
Shares— from 590
Change-590 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 489
Change-489 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 402
Change-402 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 279
Change-279 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 160
Change-160 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 99
Change-99 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Motco
N/A
Shares— from 43
Change-43 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Central Trust Co
N/A
Shares— from 23
Change-23 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Todd Asset Management LLC
INCREASED1,833,2921,822,511+10,781+1%$69.3M$69.1M-$194.8K2026-10-27
Eagle Global Advisors LLC
INCREASED348,178348,148+30+0%$13.2M$13.1M-$113.8K2026-11-02
Gilman Hill Asset Management, LLC
DECREASED198,500199,365-8650%$7.6M$7.5M-$98.4K2026-10-13
Bank of New York Mellon Corp
DECREASED165,377173,045-7,668-4%$6.6M$6.2M-$346.2K2026-11-05
Gradient Investments LLC
DECREASED160,643165,151-4,508-3%$6.3M$6.1M-$224.5K2026-10-08
Oppenheimer Asset Management Inc.
DECREASED160,536170,373-9,837-6%$6.5M$6.1M-$427.2K2026-10-27
Boston Common Asset Management, LLC
DECREASED150,353165,949-15,596-9%$6.3M$5.7M-$642.9K2026-10-13
Calamos Wealth Management LLC
DECREASED148,212181,922-33,710-19%$6.9M$5.6M-$1.3M2026-11-02
Vise Technologies, Inc.
INCREASED118,00890,551+27,457+30%$3.4M$4.5M+$1.0M2026-10-29
Crossmark Global Holdings, Inc.
DECREASED115,171142,762-27,591-19%$5.4M$4.3M-$1.1M2026-10-21
Henry James International Management Inc.
DECREASED88,14888,169-210%$3.4M$3.3M-$29.9K2026-10-14
Quadrant Capital Group LLC
UNCHANGED73,13473,13400%$2.8M$2.7M-$87.8K2026-10-20
Citigroup Inc
INCREASED50,65248,379+2,273+5%$1.8M$1.9M+$69.8K2026-11-04
Ethic Inc.
INCREASED45,64630,338+15,308+50%$1.2M$1.7M+$567.2K2026-11-03
CIBC Asset Management Inc
NEW45,333—+45,333——$1.7M—2026-11-05
Creative Planning
INCREASED45,04637,467+7,579+20%$1.4M$1.7M+$273.5K2026-11-02
Ativo Capital Management LLC
DECREASED43,18051,144-7,964-16%$1.9M$1.6M-$317.2K2026-10-27
Highland Capital Management, LLC
NEW37,550—+37,550——$1.4M—2026-10-26
Greenleaf Trust
DECREASED34,75436,300-1,546-4%$1.4M$1.3M-$70.3K2026-10-29
Kathmere Capital Management, LLC
INCREASED34,56532,308+2,257+7%$1.2M$1.3M+$74.5K2026-10-20
Atria Investments, Inc
INCREASED34,01324,589+9,424+38%$935.4K$1.3M+$347.3K2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED33,25632,215+1,041+3%$1.2M$1.2M+$5.4K2026-11-04
Aaron Wealth Advisors LLC
DECREASED31,45833,056-1,598-5%$1.3M$1.2M-$71.2K2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED31,23527,576+3,659+13%$1.0M$1.2M+$128.9K2026-10-13
Park Avenue Securities LLC
DECREASED28,32130,883-2,562-8%$1.2M$1.1K-$1.2M2026-10-26
Investment Research Partners LLC
INCREASED28,07327,303+770+3%$1.0M$1.1M+$20.0K2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED27,91027,960-500%$1.1M$1.1M-$11.1K2026-10-05
Lido Advisors, LLC
INCREASED27,87925,563+2,316+9%$972.4K$1.1M+$78.9K2026-11-04
Plan A Wealth LLC
INCREASED27,77227,237+535+2%$1.0M$1.0M+$11.2K2026-10-08
Choreo, LLC
INCREASED26,37826,330+48+0%$1.0M$994.7K-$6.9K2026-10-28
Tred Avon Family Wealth, LLC
DECREASED23,59024,015-425-2%$913.5K$889.6K-$24.0K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED23,46215,836+7,626+48%$602.4K$884.8K+$282.4K2026-10-27
Regions Financial Corp
INCREASED22,54021,467+1,073+5%$816.6K$850.0K+$33.4K2026-11-05
Versant Capital Management, Inc
INCREASED20,59320,175+418+2%$767.5K$776.6K+$9.1K2026-10-02
Truist Financial Corp
DECREASED20,46823,788-3,320-14%$904.9K$771.8K-$133.0K2026-10-30
HB Wealth Management, LLC
INCREASED18,38716,751+1,636+10%$637.2K$693.4K+$56.2K2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED18,22115,476+2,745+18%$588.7K$687.1K+$98.4K2026-10-21
Signaturefd, LLC
DECREASED16,51216,606-94-1%$631.7K$622.7K-$9.0K2026-10-23
Xponance LLC
INCREASED16,42314,828+1,595+11%$564.1K$619.3K+$55.3K2026-11-03
Evergreen Capital Management LLC
DECREASED15,85416,050-196-1%$610.5K$597.9K-$12.7K2026-10-23
First Affirmative Financial Network
NEW15,470—+15,470——$583.4K—2026-10-21
Assetmark, Inc
INCREASED15,07613,440+1,636+12%$511.3K$568.5K+$57.3K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED15,01312,444+2,569+21%$501.5K$550.8K+$49.3K2026-10-13
Ascent Group, LLC
INCREASED13,37811,847+1,531+13%$450.7K$504.5K+$53.8K2026-10-30
Keybank National Association
INCREASED12,84512,599+246+2%$479.3K$484.4K+$5.1K2026-11-04
PDS Planning, Inc
DECREASED12,77712,787-100%$486.4K$481.8K-$4.6K2026-11-03
Perigon Wealth Management, LLC
INCREASED12,1146,319+5,795+92%$240.4K$456.8K+$216.4K2026-10-22
Abel Hall, LLC
DECREASED11,59311,596-30%$441.1K$437.2K-$3.9K2026-10-19
Gamma Investing LLC
INCREASED11,55210,439+1,113+11%$397.1K$435.6K+$38.5K2026-10-08
Aprio Wealth Management, LLC
INCREASED10,99110,071+920+9%$383.1K$414.5K+$31.4K2026-10-28
D'Orazio & Associates, Inc.
DECREASED10,97712,546-1,569-13%$477.3K$413.9K-$63.3K2026-11-04
Greenspring Advisors, LLC
NEW10,670—+10,670——$402.4K—2026-11-05
Parallel Advisors, LLC
INCREASED10,33810,337+1+0%$393.2K$389.9K-$3.4K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED10,19310,686-493-5%$406.5K$384.4K-$22.1K2026-10-27
Net Worth Advisory Group
DECREASED9,34111,034-1,693-15%$419.8K$349.0K-$70.8K2026-10-20
SmartHarvest Portfolios, LLC
INCREASED8,4327,646+786+10%$290.9K$318.0K+$27.1K2026-10-26
Abacus Wealth Partners, LLC
UNCHANGED7,9127,91200%$301.0K$298.4K-$2.6K2026-11-03
Wedmont Private Capital
NEW7,843—+7,843——$287.8K—2026-10-09
Dimensional Fund Advisors LP
DECREASED7,5047,520-160%$286.0K$282.9K-$3.1K2026-11-04
Sage Rhino Capital LLC
DECREASED7,4117,735-324-4%$294.2K$279.5K-$14.8K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED7,40613,464-6,058-45%$512.2K$279.3K-$232.9K2026-11-05
Baron Wealth Management LLC
DECREASED7,1448,584-1,440-17%$326.5K$269.4K-$57.1K2026-10-27
Marks Group Wealth Management, Inc
DECREASED7,03212,257-5,225-43%$466.3K$265.2K-$201.1K2026-11-05
Portside Wealth Group, LLC
DECREASED6,9689,397-2,429-26%$357.5K$262.8K-$94.7K2026-10-20
TD Private Client Wealth LLC
DECREASED6,8157,032-217-3%$267.5K$257.0K-$10.5K2026-10-28
Crestwood Advisors Group, LLC
INCREASED6,8086,261+547+9%$238.2K$256.7K+$18.6K2026-10-27
Narus Financial Partners, LLC
UNCHANGED6,5006,50000%$247.3K$245.1K-$2.1K2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED6,1836,096+87+1%$231.9K$233.2K+$1.3K2026-11-02
Diversify Wealth Management, LLC
DECREASED6,1716,709-538-8%$269.8K$225.3K-$44.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED6,1716,709-538-8%$269.8K$225.3K-$44.5K2026-10-20
55 North Private Wealth, LLC
INCREASED6,1385,610+528+9%$213.4K$231.5K+$18.1K2026-10-20
Old National Bancorp
DECREASED5,8425,873-31-1%$223.4K$220.3K-$3.1K2026-10-20
Farther Finance Advisors, LLC
INCREASED4,4373,894+543+14%$148.1K$167.3K+$19.2K2026-10-08
Cromwell Holdings LLC
UNCHANGED3,0503,05000%$116.0K$115.0K-$1.0K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED2,5822,104+478+23%$80.0K$97.4K+$17.3K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED1,9401,94000%$74.5K$73.2K-$1.3K2026-10-29
Larson Financial Group LLC
INCREASED1,5541,313+241+18%$49.9K$58.6K+$8.7K2026-11-05
Ares Financial Consulting, LLC
UNCHANGED1,4901,49000%$56.7K$56.2K-$4922026-10-19
James T. Borello RIA
DECREASED1,4051,406-10%$53.5K$53.0K-$5012026-10-16
Owl Creek Wealth Partners LLC
INCREASED1,3451,304+41+3%$49.6K$50.7K+$1.1K2026-10-20
Provenance Wealth Advisors, LLC
NEW1,271—+1,271——$47.9K—2026-10-30
Blue Trust, Inc.
INCREASED1,2571,223+34+3%$46.5K$47.4K+$8852026-10-15
True Wealth Design, LLC
INCREASED924708+216+31%$26.9K$34.8K+$7.9K2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED90590500%$34.4K$34.1K-$2982026-10-23
IFP Advisors, Inc
INCREASED768654+114+17%$24.9K$29.0K+$4.1K2026-10-16
Livelsberger Financial Advisory
NEW704—+704——$26.5K—2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED60460400%$23.0K$22.8K-$2002026-10-07
Silver Grove Financial Group, Inc.
INCREASED552522+30+6%$19.8K$20.8K+$9592026-11-05
Albion Financial Group
INCREASED545475+70+15%$18.1K$20.5K+$2.5K2026-10-21
Evolution Wealth Management Inc.
UNCHANGED50050000%$19.0K$18.9K-$1652026-10-28
Financial Management Professionals, Inc.
UNCHANGED48348300%$18.4K$18.2K-$1592026-10-23
Bell Investment Advisors, Inc
UNCHANGED45645600%$17.3K$17.2K-$1512026-10-29
Root Financial Partners, LLC
NEW420—+420——$15.8K—2026-10-21
Mather Group, Llc.
UNCHANGED40340300%$15.3K$15.2K-$1332026-10-14
Trifecta Capital Advisors, LLC
DECREASED400425-25-6%$16.2K$15.1K-$1.1K2026-10-21
Private Trust Co NA
DECREASED383474-91-19%$18.0K$14.4K-$3.6K2026-10-20
West Financial Advisors, LLC
NEW380—+380——$14.3K—2026-10-22
Elyxium Wealth, LLC
NEW354—+354——$13.3K—2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED30330300%$11.5K$11.4K-$1002026-10-20
Signature Equity Partners, LLC
INCREASED271262+9+3%$10.0K$10.2K+$2532026-10-29
Essential Partners LLC
INCREASED263168+95+57%$6.4K$9.9K+$3.5K2026-10-14
Parkside Financial Bank & Trust
INCREASED263247+16+6%$9.4K$9.9K+$5222026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED24324300%$9.2K$9.2K-$802026-10-21
Cullen T Bankers, Inc.
UNCHANGED23523500%$8.9K$8.8K-$782026-10-28
Nisa Investment Advisors, LLC
INCREASED205106+99+93%$4.0K$7.7K+$3.7K2026-10-20
SJS Investment Consulting Inc.
INCREASED192107+85+79%$4.1K$7.2K+$3.2K2026-10-26
Highline Wealth Partners LLC
INCREASED187116+71+61%$4.4K$7.1K+$2.6K2026-10-19
City State Bank
NEW174—+174——$6.6K—2026-10-20
Creative Financial Designs Inc
UNCHANGED13513500%$5.1K$5.1K-$442026-11-04
North Star Investment Management Corp.
UNCHANGED12512500%$4.8K$4.7K-$412026-10-27
Retirement Wealth Solutions LLC
DECREASED109153-44-29%$5.8K$4.1K-$1.7K2026-10-07
Jnba Financial Advisors
UNCHANGED10910900%$4.1K$4.1K-$362026-11-03
MV Capital Management, Inc.
UNCHANGED10610600%$4.0K$4.0K-$352026-10-29
Acumen Wealth Advisors, LLC
NEW97—+97——$3.7K—2026-11-05
Arlington Trust Co LLC
UNCHANGED979700%$3.7K$3.7K-$322026-10-20
UMB Private Wealth Management, LLC
NEW96—+96——$3.6K—2026-10-19
Montag A & Associates Inc
NEW88—+88——$3.3K—2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED818100%$3.1K$3.0K-$262026-10-16
Buck Wealth Strategies, LLC
UNCHANGED808000%$3.0K$3.0K-$262026-10-28
Planning Strategies Inc.
NEW73—+73——$2.8K—2026-10-02
Independence Bank of Kentucky
UNCHANGED707000%$2.7K$2.6K-$232026-10-26
Manchester Capital Management LLC
UNCHANGED707000%$2.7K$2.6K-$232026-10-22
Lanark Financial, Inc.
UNCHANGED707000%$2.7K$2.6K-$222026-10-26
Nemes Rush Group LLC
UNCHANGED676700%$2.5K$2.5K-$222026-11-04
WPG Advisers, LLC
INCREASED5854+4+7%$2.1K$2.2K+$1332026-10-27
Burk Holdings LLC
UNCHANGED575700%$2.2K$2.1K-$192026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED545400%$2.1K$2.0K-$182026-10-28
CX Institutional
UNCHANGED505000%$2$2$02026-10-02
American Capital Advisory, LLC
UNCHANGED484800%$1.8K$1.8K-$152026-10-28
Wilmington Savings Fund Society, FSB
NEW45—+45——$1.7K—2026-10-23
Grove Bank & Trust
UNCHANGED454500%$1.7K$1.7K-$152026-10-08
Breakwater Investment Management
NEW42—+42——$1.6K—2026-10-20
GK Wealth Management LLC
NEW39—+39——$1.5K—2026-10-09
Elevated Capital Advisors, LLC
UNCHANGED353500%$1.3K$1.3K-$112026-11-04
Caitong International Asset Management Co., Ltd
INCREASED303+27+900%$114$1.1K+$1.0K2026-10-29
Center for Financial Planning, Inc.
NEW20—+20——$754—2026-10-26
Monetary Solutions, Ltd
INCREASED1610+6+60%$380$603+$2232026-10-22
Proathlete Wealth Management LLC
NEW14—+14——$527—2026-10-15
CoreCap Advisors, LLC
DECREASED1326-13-50%$989$490-$4992026-10-08
Triumph Capital Management
UNCHANGED131300%$495$490-$52026-10-14
Godsey & Gibb, Inc
NEW11—+11——$415—2026-10-14
StrongBox Wealth, LLC
NEW10—+10——$377—2026-11-02
Abound Wealth Management
DECREASED819-11-58%$723$302-$4212026-10-26
Gilpin Wealth Management, LLC
NEW6—+6——$227—2026-10-09
Mosley Wealth Management
UNCHANGED5500%$190$183-$72026-10-16
Artemis Investment Management LLP
CLOSED085,561-85,561-100%$3.3M$0-$3.3M2026-10-08
TD Waterhouse Canada Inc.
CLOSED028,548-28,548-100%$1.1M$0-$1.1M2026-10-16
Gibbs Wealth Management
CLOSED06,315-6,315-100%$240.2K$0-$240.2K2026-10-22
Norden Group LLC
CLOSED05,271-5,271-100%$200.5K$0-$200.5K2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED065-65-100%$2.5K$0-$2.5K2026-11-04
Golden State Wealth Management, LLC
CLOSED035-35-100%$1.3K$0-$1.3K2026-11-02
Asset Dedication, LLC
CLOSED031-31-100%$1.2K$0-$1.2K2026-11-03
Cornerstone Planning Group LLC
CLOSED030-30-100%$1.2K$0-$1.2K2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED027-27-100%$1.0K$0-$1.0K2026-10-16
Bare Financial Services, Inc
CLOSED015-15-100%$571$0-$5712026-11-04
Stone House Investment Management, LLC
CLOSED014-14-100%$533$0-$5332026-10-23
Cassaday & Co Wealth Management LLC
CLOSED010-10-100%$381$0-$3812026-10-27
FMR LLC
N/A—6,033,914-6,033,914-100%$229.5M———
Morgan Stanley
N/A—4,998,666-4,998,666-100%$190.1M———
Bank of America Corp
N/A—3,225,609-3,225,609-100%$122.7M———
Clearbridge Investments, LLC
N/A—1,752,822-1,752,822-100%$66.7M———
Northern Trust Corp
N/A—1,356,665-1,356,665-100%$51.6M———
Cullen Capital Management, LLC
N/A—1,220,846-1,220,846-100%$46.4M———
American Century Companies Inc
N/A—1,158,412-1,158,412-100%$44.1M———
Teachers Retirement System of the State of Kentucky
N/A—1,147,000-1,147,000-100%$43.6M———
Natixis Advisors, LLC
N/A—1,048,981-1,048,981-100%$39.9M———
Quantinno Capital Management LP
N/A—1,038,092-1,038,092-100%$39.5M———
BlackRock, Inc.
N/A—903,214-903,214-100%$34.4M———
Envestnet Asset Management Inc
N/A—785,332-785,332-100%$29.9M———
Jones Financial Companies Lllp
N/A—654,254-654,254-100%$25.0M———
JPMorgan Chase & Co
N/A—564,688-564,688-100%$21.7M———
Wells Fargo & Company
N/A—520,280-520,280-100%$19.8M———
O'shaughnessy Asset Management, LLC
N/A—391,459-391,459-100%$14.9M———
Charles Schwab Investment Management Inc
N/A—382,934-382,934-100%$14.6M———
AQR Capital Management LLC
N/A—280,804-280,804-100%$10.7M———
Raymond James Financial Inc
N/A—271,060-271,060-100%$10.3M———
Curi Capital, LLC
N/A—219,971-219,971-100%$8.3M———
SEI Investments Co
N/A—178,737-178,737-100%$6.8M———
Mercer Global Advisors Inc
N/A—175,597-175,597-100%$6.7M———
QRG Capital Management, Inc.
N/A—166,395-166,395-100%$6.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—162,560-162,560-100%$6.2M———
Vanguard Personalized Indexing Management, LLC
N/A—139,524-139,524-100%$5.3M———
Cerity Partners LLC
N/A—131,236-131,236-100%$5.0M———
Ritholtz Wealth Management
N/A—128,737-128,737-100%$4.9M———
Royal Bank of Canada
N/A—121,062-121,062-100%$4.6M———
Pathstone Holdings, LLC
N/A—120,625-120,625-100%$4.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—114,400-114,400-100%$4.4M———
Orion Porfolio Solutions, LLC
N/A—112,461-112,461-100%$4.3M———
MML Investors Services, LLC
N/A—107,109-107,109-100%$4.1M———
BTC Capital Management, Inc.
N/A—106,698-106,698-100%$4.1M———
Callan Family Office, LLC
N/A—105,134-105,134-100%$4.0M———
UBS Asset Management Americas LLC
N/A—97,086-97,086-100%$3.7M———
Naples Global Advisors, LLC
N/A—93,617-93,617-100%$3.6M———
US Bancorp \de\
N/A—92,534-92,534-100%$3.5M———
Mariner, LLC
N/A—88,625-88,625-100%$3.4M———
Qube Research & Technologies Ltd
N/A—84,052-84,052-100%$3.2M———
LPL Financial LLC
N/A—82,993-82,993-100%$3.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—73,960-73,960-100%$2.8M———
&partners
N/A—72,570-72,570-100%$2.8M———
UBS Group AG
N/A—72,488-72,488-100%$2.8M———
First Trust Advisors LP
N/A—66,709-66,709-100%$2.5M———
Lester Murray Antman dba SimplyRich
N/A—66,449-66,449-100%$2.5M———
Paradigm Asset Management Co LLC
N/A—66,400-66,400-100%$2.5M———
Advisors Asset Management, Inc.
N/A—60,348-60,348-100%$2.3M———
HighTower Advisors, LLC
N/A—58,650-58,650-100%$2.2M———
IEQ Capital, LLC
N/A—53,601-53,601-100%$2.0M———
Ameriprise Financial Inc
N/A—53,550-53,550-100%$2.0M———
PNC Financial Services Group, Inc.
N/A—52,651-52,651-100%$2.0M———
Stifel Financial Corp
N/A—49,987-49,987-100%$1.9M———
Neuberger Berman Group LLC
N/A—45,373-45,373-100%$1.7M———
Sanctuary Advisors, LLC
N/A—44,868-44,868-100%$1.7M———
Two Sigma Investments, LP
N/A—42,137-42,137-100%$1.6M———
Goldman Sachs Group Inc
N/A—39,851-39,851-100%$1.5M———
Rhumbline Advisers
N/A—39,754-39,754-100%$1.5M———
Bank of Montreal
N/A—38,623-38,623-100%$1.5M———
Focus Partners Wealth
N/A—37,940-37,940-100%$1.4M———
Millennium Management LLC
N/A—35,442-35,442-100%$1.3M———
Fifth Third Bancorp
N/A—34,416-34,416-100%$1.3M———
Cetera Investment Advisers
N/A—32,926-32,926-100%$1.3M———
State Street Corp
N/A—32,135-32,135-100%$1.2M———
Caprock Group, LLC
N/A—31,176-31,176-100%$1.2M———
Savant Capital, LLC
N/A—31,155-31,155-100%$1.1M———
Syon Capital LLC
N/A—29,862-29,862-100%$1.1M———
Dynasty Wealth Management, LLC
N/A—29,371-29,371-100%$1.1M———
OneAscent Investment Solutions LLC
N/A—27,978-27,978-100%$1.1M———
William Blair Investment Management, LLC
N/A—27,725-27,725-100%$1.1M———
Campbell & Co Investment Adviser LLC
N/A—27,258-27,258-100%$1.0M———
Sequoia Financial Advisors, LLC
N/A—26,360-26,360-100%$1.0M———
Compound Planning, Inc.
N/A—25,465-25,465-100%$968.7K———
Systematic Alpha Investments, LLC
N/A—24,810-24,810-100%$943.8K———
Savvy Advisors, Inc.
N/A—24,548-24,548-100%$933.8K———
XTX Topco Ltd
N/A—22,885-22,885-100%$870.5K———
Venturi Wealth Management, LLC
N/A—22,727-22,727-100%$864.5K———
Nuveen, LLC
N/A—22,021-22,021-100%$837.7K———
Acadian Asset Management LLC
N/A—21,251-21,251-100%$808.0K———
Global Retirement Partners, LLC
N/A—20,919-20,919-100%$795.8K———
Vident Advisory, LLC
N/A—20,736-20,736-100%$788.8K———
Naviter Wealth, LLC
N/A—20,456-20,456-100%$778.2K———
Summit Trail Advisors, LLC
N/A—18,666-18,666-100%$710.0K———
Balyasny Asset Management L.P.
N/A—17,805-17,805-100%$677.3K———
Franklin Resources Inc
N/A—15,833-15,833-100%$602.3K———
RNC Capital Management LLC
N/A—15,576-15,576-100%$592.5K———
JMN Financial LLC
N/A—14,898-14,898-100%$566.7K———
Captrust Financial Advisors
N/A—14,894-14,894-100%$566.6K———
Osaic Holdings, Inc.
N/A—14,423-14,423-100%$548.7K———
Hardy Reed LLC
N/A—14,335-14,335-100%$545.3K———
Rockefeller Capital Management L.P.
N/A—14,043-14,043-100%$534.2K———
HRT Financial LP
N/A—13,166-13,166-100%$500.0K———
Optas, LLC
N/A—12,930-12,930-100%$491.9K———
Blair William & Co
N/A—12,703-12,703-100%$483.2K———
Independent Advisor Alliance
N/A—12,677-12,677-100%$482.2K———
Basecamp Wealth Advisors LLC
N/A—12,647-12,647-100%$481.1K———
Janney Montgomery Scott LLC
N/A—11,963-11,963-100%$455.0K———
Checchi Capital Advisers, LLC
N/A—11,035-11,035-100%$419.8K———
Hantz Financial Services, Inc.
N/A—10,707-10,707-100%$407.0K———
Dorsey & Whitney Trust Co LLC
N/A—10,347-10,347-100%$393.6K———
Atlas Capital Advisors Inc.
N/A—10,153-10,153-100%$386.2K———
Smartleaf Asset Management LLC
N/A—9,980-9,980-100%$383.5K———
Wealth Alliance, LLC
N/A—9,760-9,760-100%$371.3K———
United Capital Financial Advisors, LLC
N/A—9,751-9,751-100%$370.9K———
Coldstream Capital Management Inc
N/A—9,435-9,435-100%$358.9K———
Promethos Capital, LLC
N/A—9,070-9,070-100%$345.0K———
Arax Advisory Partners
N/A—8,866-8,866-100%$337.2K———
Mattson Financial Services, LLC
N/A—8,865-8,865-100%$353.1K———
Strategic Global Advisors, LLC
N/A—8,760-8,760-100%$333.2K———
BNP Paribas Financial Markets
N/A—8,758-8,758-100%$333.2K———
Palladiem, LLC
N/A—8,568-8,568-100%$325.9K———
Pure Financial Advisors, LLC
N/A—8,411-8,411-100%$320.0K———
Keebeck Wealth Management
N/A—8,401-8,401-100%$319.6K———
Brown Financial Advisors
N/A—8,248-8,248-100%$313.8K———
Frec Markets, Inc.
N/A—7,790-7,790-100%$296.3K———
EP Wealth Advisors, LLC
N/A—7,743-7,743-100%$294.6K———
Glenmede Trust Co NA
N/A—7,734-7,734-100%$294.2K———
OneDigital Investment Advisors LLC
N/A—7,536-7,536-100%$286.7K———
Sivia Capital Partners, LLC
N/A—7,529-7,529-100%$286.4K———
Merit Financial Group, LLC
N/A—7,131-7,131-100%$271.3K———
NewSquare Capital LLC
N/A—7,034-7,034-100%$267.6K———
Ballentine Partners, LLC
N/A—7,029-7,029-100%$267.4K———
Vestmark Advisory Solutions, Inc.
N/A—6,973-6,973-100%$265.3K———
EWA, LLC
N/A—6,950-6,950-100%$264.4K———
Envestnet Portfolio Solutions, Inc.
N/A—6,740-6,740-100%$256.4K———
Commerce Bank
N/A—6,608-6,608-100%$251.4K———
Drive Wealth Management, LLC
N/A—5,923-5,923-100%$225.3K———
Range Advisory, LLC
N/A—5,763-5,763-100%$219.2K———
Bridgewater Advisors Inc.
N/A—5,725-5,725-100%$228.8K———
Clearstead Advisors, LLC
N/A—5,362-5,362-100%$204.0K———
Icon Wealth Advisors, LLC
N/A—5,337-5,337-100%$203.0K———
Deutsche Bank Ag\
N/A—4,727-4,727-100%$179.8K———
Huntington National Bank
N/A—3,703-3,703-100%$140.9K———
Transamerica Financial Advisors, LLC
N/A—2,508-2,508-100%$95.4K———
Russell Investments Group, Ltd.
N/A—2,316-2,316-100%$88.1K———
Allworth Financial LP
N/A—1,850-1,850-100%$70.4K———
WealthCollab, LLC
N/A—1,823-1,823-100%$69.3K———
Horizon Investments, LLC
N/A—1,821-1,821-100%$69.3K———
Brentview Investment Management LLC
N/A—1,760-1,760-100%$67.0K———
Bruce G. Allen Investments, LLC
N/A—1,464-1,464-100%$55.7K———
Brown Brothers Harriman & Co
N/A—1,246-1,246-100%$47.4K———
Quantum Portfolio Management LLC
N/A—984-984-100%$37.4K———
Boyd Watterson Asset Management LLC
N/A—965-965-100%$36.7K———
Rothschild Investment LLC
N/A—894-894-100%$34.0K———
UMB Bank, n.a.
N/A—740-740-100%$28.2K———
Northwestern Mutual Wealth Management Co
N/A—622-622-100%$23.7K———
Bayban
N/A—590-590-100%$22.4K———
Harbour Investments, Inc.
N/A—489-489-100%$18.6K———
Capital Analysts, LLC
N/A—475-475-100%$18———
Steward Partners Investment Advisory, LLC
N/A—465-465-100%$17.7K———
Bessemer Group Inc
N/A—402-402-100%$16———
Cornerstone Financial Management LLC
N/A—394-394-100%$15.0K———
LRI Investments, LLC
N/A—372-372-100%$14.2K———
NewEdge Advisors, LLC
N/A—320-320-100%$12.2K———
GW&K Investment Management, LLC
N/A—305-305-100%$12———
SHP Wealth Management
N/A—279-279-100%$10.6K———
BFC Planning, Inc.
N/A—247-247-100%$9.4K———
Dogwood Wealth Management LLC
N/A—241-241-100%$9.2K———
Raffa Wealth Management, LLC
N/A—212-212-100%$8.1K———
Manning & Napier Advisors LLC
N/A—188-188-100%$7.2K———
First Command Advisory Services, Inc.
N/A—185-185-100%$7.0K———
CVA Family Office, LLC
N/A—168-168-100%$6.4K———
Continuum Advisory, LLC
N/A—161-161-100%$6.1K———
Zions Bancorporation, National Association
N/A—160-160-100%$6.1K———
Aventura Private Wealth, LLC
N/A—159-159-100%$6.0K———
IMA Advisory Services, Inc.
N/A—136-136-100%$5.2K———
Bartlett & Co. Wealth Management LLC
N/A—115-115-100%$4.4K———
Fiduciary Financial Advisors
N/A—99-99-100%$3.7K———
JPL Wealth Management, LLC
N/A—80-80-100%$3.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—77-77-100%$2.9K———
Quent Capital, LLC
N/A—75-75-100%$2.9K———
Geneos Wealth Management Inc.
N/A—70-70-100%$2.7K———
Crewe Advisors LLC
N/A—54-54-100%$2.1K———
Highland Investment Advisors LLC
N/A—51-51-100%$1.9K———
Synergy Investment Management, LLC
N/A—50-50-100%$2.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—47-47-100%$1.8K———
Motco
N/A—43-43-100%$1.6K———
BOK Financial Private Wealth, Inc.
N/A—36-36-100%$1.4K———
IFG Advisory, LLC
N/A—35-35-100%$1.3K———
Bogart Wealth, LLC
N/A—30-30-100%$1.1K———
PIN OAK Investment Advisors Inc
N/A—25-25-100%$1———
Central Trust Co
N/A—23-23-100%$875———
Godfrey Financial Associates, Inc.
N/A—19-19-100%$723———
Kilter Group LLC
N/A—17-17-100%$647———
Beaird Harris Wealth Management, LLC
N/A—14-14-100%$514———
Marshall Investment Management, LLC
N/A—10-10-100%$380———
Institute for Wealth Management, Llc.
N/A—5-5-100%$205———
Financial Gravity Companies, Inc.
N/A—1-1-100%$38———
Showing 344 of 344 institutions