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Akre Focus ETF (AKRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,276,280 from 1,513,392
Change-237,112 (-16%)
Value$67.2M (-$13.3M)
Filed 2026-11-06
Chemistry Wealth Management LLC
INCREASED
Shares930,926 from 921,681
Change+9,245 (+1%)
Value$49.0M (+$7.6K)
Filed 2026-10-16
Montis Financial, LLC
INCREASED
Shares802,531 from 799,755
Change+2,776 (+0%)
Value$42.3M (-$269.7K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED
Shares634,049 from 1,347,351
Change-713,302 (-53%)
Value$33.4M (-$38.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares533,774 from 530,243
Change+3,531 (+1%)
Value$28.8M (-$403.1K)
Filed 2026-10-13
AlTi Global, Inc.
DECREASED
Shares361,450 from 923,866
Change-562,416 (-61%)
Value$19.0M (-$30.1M)
Filed 2026-11-09
Parisi Gray Wealth Management
DECREASED
Shares350,263 from 402,474
Change-52,211 (-13%)
Value$18.4M (-$3.0M)
Filed 2026-10-16
Affiance Financial, LLC
DECREASED
Shares345,037 from 370,045
Change-25,008 (-7%)
Value$18.2M (-$1.5M)
Filed 2026-10-15
Ironwood Investment Counsel, LLC
DECREASED
Shares338,021 from 342,562
Change-4,541 (-1%)
Value$17.8M (-$417.3K)
Filed 2026-11-10
Cross Staff Investments Inc
DECREASED
Shares289,951 from 290,646
Change-695 (0%)
Value$15.3M (-$187.7K)
Filed 2026-10-22
HighTower Advisors, LLC
DECREASED
Shares222,913 from 255,594
Change-32,681 (-13%)
Value$11.7M (-$1.9M)
Filed 2026-11-10
Equitable Trust Co
INCREASED
Shares218,050 from 208,625
Change+9,425 (+5%)
Value$11.5M (+$387.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares197,072 from 219,177
Change-22,105 (-10%)
Value$10.4M (-$1.3M)
Filed 2026-11-02
New England Private Wealth Advisors LLC
DECREASED
Shares194,997 from 206,210
Change-11,213 (-5%)
Value$10.3M (-$1.0M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares187,626 from 941,002
Change-753,376 (-80%)
Value$9.9K (-$50.0M)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares182,258 from 226,843
Change-44,585 (-20%)
Value$9.6M (-$2.5M)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares174,058 from 461,214
Change-287,156 (-62%)
Value$9.2M (-$15.4M)
Filed 2026-10-21
Compton Wealth Advisory Group, LLC
DECREASED
Shares151,125 from 152,654
Change-1,529 (-1%)
Value$8.1M (-$187.1K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares138,476 from 134,133
Change+4,343 (+3%)
Value$7.3M (+$159.0K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares130,897 from 126,111
Change+4,786 (+4%)
Value$6.9M (+$186.5K)
Filed 2026-11-04
Lighthouse Wealth Management Inc.
DECREASED
Shares122,535 from 139,196
Change-16,661 (-12%)
Value$6.5M (-$949.9K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares116,384 from 113,828
Change+2,556 (+2%)
Value$6.2M (+$136.0K)
Filed 2026-11-06
NBZ Investment Advisors LLC
DECREASED
Shares111,657 from 130,421
Change-18,764 (-14%)
Value$5.9M (-$1.1M)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares106,344 from 113,233
Change-6,889 (-6%)
Value$5.6M (-$421.7K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares97,407 from 107,566
Change-10,159 (-9%)
Value$5.1M (-$591.0K)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares94,969 from 95,292
Change-323 (0%)
Value$5.0M (-$66.6K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares90,164 from 105,954
Change-15,790 (-15%)
Value$4.7M (-$886.8K)
Filed 2026-10-30
Modera Wealth Management, LLC
DECREASED
Shares84,249 from 85,695
Change-1,446 (-2%)
Value$4.4M (-$120.7K)
Filed 2026-10-28
SouthState Bank Corp
DECREASED
Shares80,286 from 132,910
Change-52,624 (-40%)
Value$4.2M (-$2.8M)
Filed 2026-11-09
JBR Co Financial Management Inc
DECREASED
Shares79,841 from 79,927
Change-86 (0%)
Value$4.3M (+$71.3K)
Filed 2026-10-13
Millburn Ridgefield LLC
UNCHANGED
Shares74,775 from 74,775
Change0 (0%)
Value$3.9M (-$38.9K)
Filed 2026-11-06
Simon Quick Advisors, LLC
DECREASED
Shares69,858 from 70,412
Change-554 (-1%)
Value$3.7M (-$65.8K)
Filed 2026-10-26
Aprio Wealth Management, LLC
DECREASED
Shares67,321 from 98,846
Change-31,525 (-32%)
Value$3.5M (-$1.7M)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares65,493 from 58,735
Change+6,758 (+12%)
Value$3.4M (+$325.4K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
DECREASED
Shares64,715 from 86,461
Change-21,746 (-25%)
Value$3.4K (-$1.2K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares56,796 from 17,720
Change+39,076 (+221%)
Value$3.0M (+$2.0M)
Filed 2026-10-16
Bokf, NA
UNCHANGED
Shares55,355 from 55,355
Change0 (0%)
Value$2.9M (-$28.8K)
Filed 2026-10-27
Meridian Wealth Management, LLC
DECREASED
Shares54,450 from 58,294
Change-3,844 (-7%)
Value$2.4M (-$204.6K)
Filed 2026-11-05
Marion Wealth Management
INCREASED
Shares54,413 from 54,031
Change+382 (+1%)
Value$2.9M (-$8.0K)
Filed 2026-10-22
Blume Capital Management, Inc.
DECREASED
Shares51,783 from 51,943
Change-160 (0%)
Value$2.7M (-$35.4K)
Filed 2026-10-26
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares46,267 from 50,404
Change-4,137 (-8%)
Value$2.4M (-$244.1K)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares44,759 from 45,025
Change-266 (-1%)
Value$2.4M (-$37.4K)
Filed 2026-11-05
Lynx Investment Advisory
DECREASED
Shares41,254 from 46,012
Change-4,758 (-10%)
Value$2.2M (-$274.5K)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares41,192 from 48,308
Change-7,116 (-15%)
Value$2.2M (-$399.9K)
Filed 2026-10-23
S.A. Mason LLC
DECREASED
Shares40,916 from 45,350
Change-4,434 (-10%)
Value$2.2M (-$257.1K)
Filed 2026-10-13
Banyan Capital Management, Inc.
DECREASED
Shares39,911 from 39,916
Change-5 (0%)
Value$2.1M (-$21.0K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares38,577 from 24,219
Change+14,358 (+59%)
Value$2.0M (+$743.6K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares37,708 from 98,811
Change-61,103 (-62%)
Value$2.0M (-$3.3M)
Filed 2026-10-20
Voisard Asset Management Group, Inc.
DECREASED
Shares36,551 from 37,354
Change-803 (-2%)
Value$1.9M (-$61.7K)
Filed 2026-10-13
Adkins Seale Capital Management LLC
DECREASED
Shares36,027 from 36,342
Change-315 (-1%)
Value$1.9M (-$35.5K)
Filed 2026-10-27
Calamos Wealth Management LLC
DECREASED
Shares35,103 from 44,719
Change-9,616 (-21%)
Value$1.8M (-$529.7K)
Filed 2026-11-02
Wedmont Private Capital
DECREASED
Shares33,368 from 41,375
Change-8,007 (-19%)
Value$1.8M (-$478.9K)
Filed 2026-10-09
Salem Investment Counselors Inc
DECREASED
Shares33,208 from 34,708
Change-1,500 (-4%)
Value$1.7M (-$97.1K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares31,322 from 37,082
Change-5,760 (-16%)
Value$1.9M (-$112.6K)
Filed 2026-10-27
Baldwin Wealth Partners LLC
DECREASED
Shares30,960 from 31,938
Change-978 (-3%)
Value$1.6M (-$68.1K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares30,499 from 31,470
Change-971 (-3%)
Value$1.6M (-$67.5K)
Filed 2026-10-16
First Pacific Financial
DECREASED
Shares29,757 from 30,481
Change-724 (-2%)
Value$1.6M (-$54.0K)
Filed 2026-10-14
Karras Company, Inc.
DECREASED
Shares29,045 from 36,425
Change-7,380 (-20%)
Value$1.5M (-$407.6K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares28,602 from 36,678
Change-8,076 (-22%)
Value$1.7M (-$260.8K)
Filed 2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares27,425 from 27,425
Change0 (0%)
Value$1.4M (-$14.3K)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares27,122 from 53,777
Change-26,655 (-50%)
Value$1.4M (-$1.4M)
Filed 2026-11-06
Macroview Investment Management LLC
UNCHANGED
Shares25,951 from 25,951
Change0 (0%)
Value$1.4M (-$13.5K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares25,266 from 27,093
Change-1,827 (-7%)
Value$1.3M (-$110.3K)
Filed 2026-11-04
Romano Brothers and Company
INCREASED
Shares24,460 from 6,894
Change+17,566 (+255%)
Value$1.3M (+$921.6K)
Filed 2026-10-22
Longview Financial Advisors, Inc.
DECREASED
Shares24,098 from 26,224
Change-2,126 (-8%)
Value$1.3M (-$125.6K)
Filed 2026-10-09
Merit Financial Group, LLC
DECREASED
Shares23,903 from 24,542
Change-639 (-3%)
Value$1.3M (-$46.4K)
Filed 2026-11-06
LexAurum Advisors, LLC
DECREASED
Shares23,086 from 24,221
Change-1,135 (-5%)
Value$1.2M (-$72.4K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares22,346 from 22,743
Change-397 (-2%)
Value$1.2M (-$32.7K)
Filed 2026-11-06
BIP Wealth, LLC
DECREASED
Shares22,139 from 24,467
Change-2,328 (-10%)
Value$1.2M (-$135.3K)
Filed 2026-10-22
Retirement Planning Group, LLC
DECREASED
Shares22,137 from 23,763
Change-1,626 (-7%)
Value$1.2M (-$98.0K)
Filed 2026-10-19
Compass Wealth Management, LLC
DECREASED
Shares22,132 from 23,630
Change-1,498 (-6%)
Value$1.2M (-$91.2K)
Filed 2026-10-30
Aspect Partners, LLC
DECREASED
Shares21,938 from 27,361
Change-5,423 (-20%)
Value$1.2M (-$299.9K)
Filed 2026-10-20
Royal Fund Management, LLC
DECREASED
Shares19,917 from 20,392
Change-475 (-2%)
Value$1.0M (-$35.6K)
Filed 2026-10-22
Value Investment Professionals, LLC
DECREASED
Shares19,788 from 19,838
Change-50 (0%)
Value$1.0M (-$12.9K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares19,285 from 19,885
Change-600 (-3%)
Value$1.0M (-$41.9K)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares17,687 from 18,579
Change-892 (-5%)
Value$931.6K (-$56.6K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares17,681 from 18,797
Change-1,116 (-6%)
Value$931.3K (-$68.6K)
Filed 2026-11-05
PDS Planning, Inc
UNCHANGED
Shares16,954 from 16,954
Change0 (0%)
Value$893.0K (-$8.8K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED
Shares16,659 from 16,805
Change-146 (-1%)
Value$877.4K (-$16.4K)
Filed 2026-10-09
Forbes J M & Co LLP
UNCHANGED
Shares16,558 from 16,558
Change0 (0%)
Value$872.1K (-$8.6K)
Filed 2026-10-16
Compound Planning, Inc.
UNCHANGED
Shares16,494 from 16,494
Change0 (0%)
Value$868.7K (-$8.6K)
Filed 2026-11-09
Live Oak Private Wealth LLC
DECREASED
Shares16,317 from 21,303
Change-4,986 (-23%)
Value$859.4K (-$273.7K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares16,291 from 18,220
Change-1,929 (-11%)
Value$858.0K (-$111.1K)
Filed 2026-10-29
Moneco Advisors, LLC
DECREASED
Shares16,121 from 19,645
Change-3,524 (-18%)
Value$849.1K (-$195.8K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares16,103 from 16,103
Change0 (0%)
Value$848.1K (-$8.4K)
Filed 2026-11-03
Founders Financial Alliance, LLC
DECREASED
Shares15,705 from 16,237
Change-532 (-3%)
Value$827.2K (-$36.5K)
Filed 2026-11-10
Whitcomb & Hess, Inc.
DECREASED
Shares15,679 from 16,106
Change-427 (-3%)
Value$825.8K (-$30.9K)
Filed 2026-10-07
Farther Finance Advisors, LLC
DECREASED
Shares15,665 from 17,304
Change-1,639 (-9%)
Value$825.1K (-$95.3K)
Filed 2026-10-08
Sapient Capital LLC
DECREASED
Shares15,541 from 15,598
Change-57 (0%)
Value$818.5K (-$11.1K)
Filed 2026-10-08
Meridian Financial Partners LLC
INCREASED
Shares15,177 from 6,464
Change+8,713 (+135%)
Value$875.0K (+$517.2K)
Filed 2026-10-23
Lowe Brockenbrough & Co Inc
UNCHANGED
Shares15,165 from 15,165
Change0 (0%)
Value$798.7K (-$7.9K)
Filed 2026-11-09
RFG Advisory, LLC
DECREASED
Shares15,085 from 15,628
Change-543 (-3%)
Value$794.5K (-$36.7K)
Filed 2026-11-03
Leavell Investment Management, Inc.
NEW
Shares14,827
Change+14,827
Value$780.9K
Filed 2026-11-09
Joel Isaacson & Co., LLC
DECREASED
Shares14,810 from 18,298
Change-3,488 (-19%)
Value$780.0K (-$193.2K)
Filed 2026-11-05
Clark Wealth Partners
UNCHANGED
Shares14,452 from 14,452
Change0 (0%)
Value$761.2K (-$7.5K)
Filed 2026-10-19
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares14,377 from 14,377
Change0 (0%)
Value$757.2K (-$7.5K)
Filed 2026-10-16
Hall Capital Management Co Inc
DECREASED
Shares14,135 from 14,321
Change-186 (-1%)
Value$744.5K (-$17.2K)
Filed 2026-11-09
IFG Advisory, LLC
DECREASED
Shares13,968 from 19,315
Change-5,347 (-28%)
Value$735.7K (-$291.7K)
Filed 2026-11-09
Independent Financial Group, LLC
DECREASED
Shares13,854 from 14,468
Change-614 (-4%)
Value$729.7K (-$39.9K)
Filed 2026-10-13
Winebrenner Capital Management LLC
DECREASED
Shares13,123 from 14,535
Change-1,412 (-10%)
Value$691.2K (-$81.9K)
Filed 2026-10-07
Pandowealth. LLC
UNCHANGED
Shares13,115 from 13,115
Change0 (0%)
Value$793.3K (+$95.7K)
Filed 2026-11-09
Demars Financial Group, LLC
UNCHANGED
Shares12,749 from 12,749
Change0 (0%)
Value$671.5K (-$6.6K)
Filed 2026-10-22
BlueChip Wealth Advisors LLC
DECREASED
Shares12,127 from 12,866
Change-739 (-6%)
Value$638.7K (-$45.6K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares12,079 from 12,089
Change-10 (0%)
Value$636.2K (-$6.8K)
Filed 2026-10-23
Frontier Asset Management, LLC
DECREASED
Shares12,012 from 14,318
Change-2,306 (-16%)
Value$632.7K (-$128.9K)
Filed 2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED
Shares11,647 from 11,647
Change0 (0%)
Value$613.4K (-$6.1K)
Filed 2026-10-28
ODonnell Financial Services, LLC
DECREASED
Shares11,355 from 13,715
Change-2,360 (-17%)
Value$598.1K (-$131.4K)
Filed 2026-11-09
Mather Group, Llc.
UNCHANGED
Shares11,148 from 11,148
Change0 (0%)
Value$587.2K (-$5.8K)
Filed 2026-10-14
CX Institutional
NEW
Shares10,803
Change+10,803
Value$569
Filed 2026-10-02
Beacon Financial Planning, Inc
DECREASED
Shares10,756 from 34,934
Change-24,178 (-69%)
Value$566.5K (-$1.3M)
Filed 2026-11-04
Nwam LLC
UNCHANGED
Shares10,543 from 10,543
Change0 (0%)
Value$555.3K (-$5.5K)
Filed 2026-11-09
Avidian Wealth Enterprises, LLC
NEW
Shares9,873
Change+9,873
Value$520.0K
Filed 2026-10-08
Colorado Capital Management, Inc.
UNCHANGED
Shares9,761 from 9,761
Change0 (0%)
Value$514 (-$5)
Filed 2026-10-15
Sentinel Trust Co LBA
DECREASED
Shares9,544 from 9,848
Change-304 (-3%)
Value$503 (-$21)
Filed 2026-11-03
R. W. Roge & Company, Inc.
UNCHANGED
Shares9,376 from 9,376
Change0 (0%)
Value$494 (-$497.5K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares9,295 from 9,887
Change-592 (-6%)
Value$489.6K (-$36.3K)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares9,230 from 9,762
Change-532 (-5%)
Value$486.1K (-$33.1K)
Filed 2026-11-06
Clarity Capital Advisors, LLC
UNCHANGED
Shares9,021 from 9,021
Change0 (0%)
Value$475.1K (-$4.7K)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares8,824 from 8,899
Change-75 (-1%)
Value$464.8K (-$8.6K)
Filed 2026-10-22
First Heartland Consultants, Inc.
UNCHANGED
Shares8,770 from 8,770
Change0 (0%)
Value$461.9K (-$4.6K)
Filed 2026-10-08
Summit Asset Management, LLC
UNCHANGED
Shares8,713 from 8,713
Change0 (0%)
Value$458.9K (-$4.5K)
Filed 2026-11-05
RM Financial Services, LLC
DECREASED
Shares8,593 from 38,958
Change-30,365 (-78%)
Value$452.6K (-$1.6M)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares8,475 from 9,663
Change-1,188 (-12%)
Value$446.4K (-$67.6K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
NEW
Shares8,376
Change+8,376
Value$441.2K
Filed 2026-10-21
Global View Capital Management LLC
DECREASED
Shares8,295 from 9,742
Change-1,447 (-15%)
Value$436.9K (-$81.3K)
Filed 2026-10-28
Sentinel Pension Advisors, LLC
UNCHANGED
Shares7,901 from 7,901
Change0 (0%)
Value$416.1K (-$27.7K)
Filed 2026-11-02
AMG National Trust Bank
INCREASED
Shares7,781 from 3,864
Change+3,917 (+101%)
Value$409.8K (+$204.3K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares7,542 from 7,717
Change-175 (-2%)
Value$397.2K (-$13.2K)
Filed 2026-11-05
Belpointe Asset Management LLC
NEW
Shares7,529
Change+7,529
Value$396.6K
Filed 2026-11-09
ZWJ Investment Counsel Inc
DECREASED
Shares7,162 from 11,862
Change-4,700 (-40%)
Value$377.2K (-$253.7K)
Filed 2026-10-15
Oak Barrel Wealth Advisory LLC
DECREASED
Shares7,073 from 10,714
Change-3,641 (-34%)
Value$372.5K (-$197.3K)
Filed 2026-11-05
BLB&B Advisors, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$358.2K (-$3.5K)
Filed 2026-10-27
LongView Wealth Management
DECREASED
Shares6,755 from 8,348
Change-1,593 (-19%)
Value$355.8K (-$88.2K)
Filed 2026-10-19
Annex Advisory Services, LLC
DECREASED
Shares6,755 from 7,214
Change-459 (-6%)
Value$355.8K (-$27.9K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares6,580 from 9,598
Change-3,018 (-31%)
Value$346.5K (-$164.0K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares6,533 from 5,734
Change+799 (+14%)
Value$344.1K (+$39.1K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares6,524 from 7,140
Change-616 (-9%)
Value$343.6K (-$36.2K)
Filed 2026-10-15
Sovran Advisors, LLC
DECREASED
Shares6,492 from 7,448
Change-956 (-13%)
Value$380.0K (-$52.5K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares6,430 from 18,314
Change-11,884 (-65%)
Value$338.7K (-$635.5K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
DECREASED
Shares6,371 from 6,838
Change-467 (-7%)
Value$335.6K (-$28.2K)
Filed 2026-10-20
AdvisorNet Financial, Inc
DECREASED
Shares6,265 from 6,488
Change-223 (-3%)
Value$348.8K (+$3.7K)
Filed 2026-10-15
Chapin Davis, Inc.
UNCHANGED
Shares6,010 from 6,010
Change0 (0%)
Value$316.5K (-$3.1K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,993 from 7,087
Change-1,094 (-15%)
Value$315.7K (-$61.3K)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
DECREASED
Shares5,954 from 6,012
Change-58 (-1%)
Value$313.6K (-$6.2K)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares5,912 from 5,912
Change0 (0%)
Value$311.4K (-$3.1K)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares5,869 from 5,869
Change0 (0%)
Value$309.1K (-$3.1K)
Filed 2026-10-23
Apollon Financial, LLC
UNCHANGED
Shares5,823 from 5,823
Change0 (0%)
Value$306.7K (-$3.0K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares5,812 from 5,812
Change0 (0%)
Value$306.1K (-$3.0K)
Filed 2026-10-20
StoneX Group Inc.
DECREASED
Shares5,778 from 8,559
Change-2,781 (-32%)
Value$334.0K (-$127.2K)
Filed 2026-11-03
Clearstead Trust, LLC
UNCHANGED
Shares5,562 from 5,562
Change0 (0%)
Value$293.0K (-$2.9K)
Filed 2026-11-06
Arkansas Financial Group, Inc.
UNCHANGED
Shares5,559 from 5,559
Change0 (0%)
Value$292.8K (-$2.9K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares5,500 from 5,771
Change-271 (-5%)
Value$294 (-$306.7K)
Filed 2026-11-05
Tanglewood Wealth Management, Inc.
DECREASED
Shares5,487 from 7,364
Change-1,877 (-25%)
Value$289.0K (-$102.7K)
Filed 2026-10-23
Garde Capital, Inc.
UNCHANGED
Shares5,476 from 5,476
Change0 (0%)
Value$288.4K (-$2.8K)
Filed 2026-10-29
KCM Investment Advisors LLC
UNCHANGED
Shares5,452 from 5,452
Change0 (0%)
Value$287.1K (-$2.8K)
Filed 2026-10-27
Weinberger Asset Management, Inc
UNCHANGED
Shares5,384 from 5,384
Change0 (0%)
Value$283.6K (-$26.0K)
Filed 2026-10-28
Evergreen Capital Management LLC
UNCHANGED
Shares5,295 from 5,295
Change0 (0%)
Value$278.9K (-$2.8K)
Filed 2026-10-23
Flywheel Private Wealth LLC
DECREASED
Shares5,262 from 5,462
Change-200 (-4%)
Value$277.2K (-$13.4K)
Filed 2026-11-02
Appleton Partners Inc
UNCHANGED
Shares5,251 from 5,251
Change0 (0%)
Value$277 (-$278.7K)
Filed 2026-10-30
Uniting Wealth Partners, LLC
DECREASED
Shares5,225 from 5,479
Change-254 (-5%)
Value$275.2K (-$16.2K)
Filed 2026-11-06
Evanson Financial, LLC
UNCHANGED
Shares5,208 from 5,208
Change0 (0%)
Value$274.3K (-$2.7K)
Filed 2026-10-23
Hardy Reed LLC
DECREASED
Shares5,126 from 5,570
Change-444 (-8%)
Value$270.0K (-$26.3K)
Filed 2026-11-06
Cora Capital Advisors LLC
UNCHANGED
Shares5,087 from 5,087
Change0 (0%)
Value$267.9K (-$2.6K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
DECREASED
Shares5,071 from 5,203
Change-132 (-3%)
Value$267.1K (-$9.7K)
Filed 2026-10-21
Altfest L J & Co Inc
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$266.5K (-$2.6K)
Filed 2026-10-27
Weatherly Asset Management L. P.
DECREASED
Shares4,976 from 6,301
Change-1,325 (-21%)
Value$262.1K (-$73.1K)
Filed 2026-10-20
Black Diamond Financial, LLC
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$256.0K (-$2.5K)
Filed 2026-10-26
Breakwater Capital Group
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$255.6K (-$2.5K)
Filed 2026-10-09
Fisher Asset Management, LLC
NEW
Shares4,823
Change+4,823
Value$254.0K
Filed 2026-11-06
Klingman & Associates, LLC
UNCHANGED
Shares4,640 from 4,640
Change0 (0%)
Value$244.4K (-$2.4K)
Filed 2026-10-20
Choreo, LLC
NEW
Shares4,589
Change+4,589
Value$241.7K
Filed 2026-10-28
HBK Sorce Advisory LLC
INCREASED
Shares4,569 from 4,302
Change+267 (+6%)
Value$279.5K (+$27.6K)
Filed 2026-11-06
A&I Financial Services, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$237.0K (-$2.3K)
Filed 2026-10-15
Cynosure Group, LLC
UNCHANGED
Shares4,355 from 4,355
Change0 (0%)
Value$229.4K (-$2.3K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
DECREASED
Shares4,318 from 6,066
Change-1,748 (-29%)
Value$227.4K (-$95.2K)
Filed 2026-10-22
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares4,292 from 4,292
Change0 (0%)
Value$226.1K (-$2.2K)
Filed 2026-10-28
Advisory Solutions Group, LLC
UNCHANGED
Shares4,242 from 4,242
Change0 (0%)
Value$223.4K (-$2.2K)
Filed 2026-10-14
JB Capital LLC
UNCHANGED
Shares4,180 from 4,180
Change0 (0%)
Value$220.2K (-$2.2K)
Filed 2026-10-19
Verdence Capital Advisors LLC
NEW
Shares4,080
Change+4,080
Value$214.9K
Filed 2026-10-26
Vise Technologies, Inc.
NEW
Shares4,034
Change+4,034
Value$212.5K
Filed 2026-10-29
Fenimore Asset Management Inc
UNCHANGED
Shares4,027 from 4,027
Change0 (0%)
Value$212.1K (-$2.1K)
Filed 2026-10-08
Great Valley Advisor Group, Inc.
INCREASED
Shares4,021 from 4,003
Change+18 (+0%)
Value$212.2K (-$1.2K)
Filed 2026-11-09
Abound Wealth Management
DECREASED
Shares4,002 from 4,862
Change-860 (-18%)
Value$210.8K (-$47.8K)
Filed 2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$210.7K (-$2.1K)
Filed 2026-10-16
Capital Planning LLC
UNCHANGED
Shares3,997 from 3,997
Change0 (0%)
Value$210.5K (-$2.1K)
Filed 2026-10-09
Legacy Solutions, LLC
UNCHANGED
Shares3,971 from 3,971
Change0 (0%)
Value$209.2K (-$2.1K)
Filed 2026-10-07
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$207.7K (-$2.1K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,719 from 3,719
Change0 (0%)
Value$195.9K (-$1.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares3,561 from 10,653
Change-7,092 (-67%)
Value$187.5K (-$379.1K)
Filed 2026-11-06
Silver OAK Securities, Incorporated
UNCHANGED
Shares3,519 from 3,519
Change0 (0%)
Value$212.9K (+$25.7K)
Filed 2026-11-09
Roble, Belko & Company, Inc
UNCHANGED
Shares3,202 from 3,202
Change0 (0%)
Value$169 (-$169.8K)
Filed 2026-11-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$154.4K (-$1.5K)
Filed 2026-10-05
Toth Financial Advisory Corp
DECREASED
Shares2,929 from 3,234
Change-305 (-9%)
Value$154.3K (-$17.7K)
Filed 2026-10-08
Larson Financial Group LLC
DECREASED
Shares2,881 from 3,038
Change-157 (-5%)
Value$151.7K (-$9.8K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
DECREASED
Shares2,850 from 4,070
Change-1,220 (-30%)
Value$150.1K (-$66.4K)
Filed 2026-11-05
Intelligent Financial Strategies
DECREASED
Shares2,775 from 2,820
Change-45 (-2%)
Value$146.2K (-$3.8K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares2,729 from 3,972
Change-1,243 (-31%)
Value$143.7K (-$67.5K)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares2,699 from 2,699
Change0 (0%)
Value$142.2K (-$1.4K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$141.5K (-$1.4K)
Filed 2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$137.0K (-$1.4K)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
UNCHANGED
Shares2,569 from 2,569
Change0 (0%)
Value$135.3K (-$1.3K)
Filed 2026-10-30
CrossGen Wealth, LLC
DECREASED
Shares2,479 from 3,873
Change-1,394 (-36%)
Value$130.6K (-$75.4K)
Filed 2026-10-30
Stone House Investment Management, LLC
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$126.0K (-$1.2K)
Filed 2026-10-23
Meramec Financial Planners, LLC
DECREASED
Shares2,128 from 2,314
Change-186 (-8%)
Value$128.7K (-$2.4K)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$101.1K (-$998)
Filed 2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$100.1K (-$988)
Filed 2026-11-06
Montag A & Associates Inc
NEW
Shares1,657
Change+1,657
Value$87.3K
Filed 2026-10-29
Pacific Center for Financial Services
DECREASED
Shares1,598 from 1,712
Change-114 (-7%)
Value$84.2K (-$6.9K)
Filed 2026-10-15
Smithfield Trust Co
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$78 (-$77.9K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$76.8K (-$758)
Filed 2026-11-04
Winch Advisory Services, LLC
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$73.2K (-$722)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares1,259 from 1,259
Change0 (0%)
Value$66.3K (-$654)
Filed 2026-10-26
Rossby Financial, LCC
DECREASED
Shares1,218 from 1,937
Change-719 (-37%)
Value$64.2K (-$38.9K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$63.1K (-$623)
Filed 2026-10-23
Albion Financial Group
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$59.8K (-$590)
Filed 2026-10-21
Harbour Investments, Inc.
DECREASED
Shares1,100 from 2,165
Change-1,065 (-49%)
Value$57.9K (-$57.2K)
Filed 2026-11-09
Lummis Asset Management, LP
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$57.8K (-$570)
Filed 2026-11-09
First Command Advisory Services, Inc.
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$54.9K (-$542)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$47.0K (-$1.3K)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
INCREASED
Shares852 from 288
Change+564 (+196%)
Value$44.9K (+$29.6K)
Filed 2026-10-20
Financial Freedom, LLC
NEW
Shares833
Change+833
Value$43.9K
Filed 2026-11-06
Wolff Wiese Magana LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$41.7K (-$412)
Filed 2026-10-15
Bayban
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$41.9K ($0)
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares732
Change+732
Value$38.5K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares670 from 48
Change+622 (+1296%)
Value$35.3K (+$32.7K)
Filed 2026-10-27
UMB Bank, n.a.
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$26.2K (-$258)
Filed 2026-11-06
Elevation Wealth Partners, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$25.5K (-$251)
Filed 2026-10-07
Creative Capital Management Investments LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$25.1K (-$247)
Filed 2026-10-28
Nfsg Corp
INCREASED
Shares377 from 184
Change+193 (+105%)
Value$19.9K (+$10.1K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$19.4K (-$192)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares359
Change+359
Value$18.9K
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$17.4K (-$172)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$16.9K (-$167)
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$14.5K (-$143)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$13.7K (-$99)
Filed 2026-11-02
Nuveen, LLC
NEW
Shares254
Change+254
Value$13.5K
Filed 2026-11-10
Kozak & Associates, Inc.
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$12.8K (+$877)
Filed 2026-10-29
Avion Wealth
DECREASED
Shares185 from 475
Change-290 (-61%)
Value$9 (-$16)
Filed 2026-11-04
GoalVest Advisory LLC
DECREASED
Shares182 from 655
Change-473 (-72%)
Value$9.6K (-$25.3K)
Filed 2026-10-02
Sankala Group LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$9.6K (-$1.2K)
Filed 2026-11-09
Balance Wealth Partners LLC
NEW
Shares175
Change+175
Value$9.2K
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$7.7K (-$76)
Filed 2026-11-05
Byrne Asset Management LLC
DECREASED
Shares114 from 214
Change-100 (-47%)
Value$6.1K (-$5.3K)
Filed 2026-10-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$4.8K (-$48)
Filed 2026-10-20
Financial Consulate, Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.2K (-$42)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares40
Change+40
Value$2.1K
Filed 2026-10-05
Citigroup Inc
NEW
Shares5
Change+5
Value$263
Filed 2026-11-04
Arete Wealth Advisors, LLC
CLOSED
Shares0 from 164,821
Change-164,821 (-100%)
Value$0 (-$8.8M)
Filed 2026-11-09
Triad Investment Management
CLOSED
Shares0 from 36,586
Change-36,586 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
CLOSED
Shares0 from 15,412
Change-15,412 (-100%)
Value$0 (-$819.8K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 14,117
Change-14,117 (-100%)
Value$0 (-$750.9K)
Filed 2026-10-13
World Equity Group, Inc.
CLOSED
Shares0 from 11,674
Change-11,674 (-100%)
Value$0 (-$620.9K)
Filed 2026-10-14
Commerce Advisors, LLC
CLOSED
Shares0 from 10,430
Change-10,430 (-100%)
Value$0 (-$554.7K)
Filed 2026-10-19
Eclectic Associates Inc
CLOSED
Shares0 from 10,001
Change-10,001 (-100%)
Value$0 (-$532.0K)
Filed 2026-10-09
Seizert Capital Partners, LLC
CLOSED
Shares0 from 8,204
Change-8,204 (-100%)
Value$0 (-$436.4K)
Filed 2026-10-30
Charter Capital Management, Llc\de
CLOSED
Shares0 from 5,930
Change-5,930 (-100%)
Value$0 (-$315.4K)
Filed 2026-10-28
Bank of Montreal
CLOSED
Shares0 from 5,429
Change-5,429 (-100%)
Value$0 (-$288.8K)
Filed 2026-11-09
Falcon Wealth Planning
CLOSED
Shares0 from 5,133
Change-5,133 (-100%)
Value$0 (-$273.0K)
Filed 2026-11-06
SVB Wealth LLC
CLOSED
Shares0 from 4,308
Change-4,308 (-100%)
Value$0 (-$229.1K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 4,299
Change-4,299 (-100%)
Value$0 (-$228.7K)
Filed 2026-10-13
Capital Investment Advisors, LLC
CLOSED
Shares0 from 4,232
Change-4,232 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-22
Indivisible Partners
CLOSED
Shares0 from 4,078
Change-4,078 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-26
Welch Group, LLC
CLOSED
Shares0 from 4,018
Change-4,018 (-100%)
Value$0 (-$213.7K)
Filed 2026-10-29
Oppenheimer & Co Inc
CLOSED
Shares0 from 3,991
Change-3,991 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-26
Midwest Trust Co
CLOSED
Shares0 from 3,925
Change-3,925 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-22
MMA Asset Management LLC
CLOSED
Shares0 from 3,910
Change-3,910 (-100%)
Value$0 (-$208.0K)
Filed 2026-11-02
M&T Bank Corp
CLOSED
Shares0 from 3,817
Change-3,817 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-10
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 3,778
Change-3,778 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 3,130
Change-3,130 (-100%)
Value$0 (-$205)
Filed 2026-11-06
CoreCap Advisors, LLC
CLOSED
Shares0 from 2,863
Change-2,863 (-100%)
Value$0 (-$152.3K)
Filed 2026-10-08
Richardson Capital Management LLC
CLOSED
Shares0 from 2,288
Change-2,288 (-100%)
Value$0 (-$121.7K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,191
Change-2,191 (-100%)
Value$0 (-$118.6K)
Filed 2026-11-02
Evolution Advisers, Inc.
CLOSED
Shares0 from 2,129
Change-2,129 (-100%)
Value$0 (-$113.0K)
Filed 2026-11-06
Midway Capital Research & Management
CLOSED
Shares0 from 1,822
Change-1,822 (-100%)
Value$0 (-$96.9K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,097
Change-1,097 (-100%)
Value$0 (-$58.3K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$50.3K)
Filed 2026-10-28
Heritage Wealth Advisors
CLOSED
Shares0 from 836
Change-836 (-100%)
Value$0 (-$44.5K)
Filed 2026-11-09
Signaturefd, LLC
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$30.1K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$28.1K)
Filed 2026-11-04
Trust Co of Vermont
CLOSED
Shares0 from 442
Change-442 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-21
Princeton Global Asset Management LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-16
First Horizon Corp
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-26
Hickory Point Bank & Trust
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-01
Brown Brothers Harriman & Co
N/A
Shares— from 7,584,909
Change-7,584,909 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,636,808
Change-1,636,808 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,283,026
Change-1,283,026 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,046,555
Change-1,046,555 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 984,156
Change-984,156 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 682,811
Change-682,811 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 496,188
Change-496,188 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 476,055
Change-476,055 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 467,849
Change-467,849 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 435,971
Change-435,971 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 406,918
Change-406,918 (-100%)
Value—
UBS Group AG
N/A
Shares— from 380,658
Change-380,658 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 369,950
Change-369,950 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 278,727
Change-278,727 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 278,252
Change-278,252 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 277,535
Change-277,535 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 275,523
Change-275,523 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 252,705
Change-252,705 (-100%)
Value—
FMR LLC
N/A
Shares— from 252,243
Change-252,243 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 245,749
Change-245,749 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 245,526
Change-245,526 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 194,801
Change-194,801 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 192,329
Change-192,329 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 188,841
Change-188,841 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 187,630
Change-187,630 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 178,950
Change-178,950 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 175,179
Change-175,179 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 169,531
Change-169,531 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 160,719
Change-160,719 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 142,949
Change-142,949 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 139,496
Change-139,496 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 128,936
Change-128,936 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 116,664
Change-116,664 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 116,419
Change-116,419 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 105,392
Change-105,392 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 96,923
Change-96,923 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 85,585
Change-85,585 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 82,283
Change-82,283 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 81,984
Change-81,984 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 81,363
Change-81,363 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 77,159
Change-77,159 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 76,969
Change-76,969 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 76,204
Change-76,204 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 72,505
Change-72,505 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 67,945
Change-67,945 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 67,494
Change-67,494 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 63,828
Change-63,828 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 63,218
Change-63,218 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 62,370
Change-62,370 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 60,105
Change-60,105 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 58,033
Change-58,033 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 54,658
Change-54,658 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 54,127
Change-54,127 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,094
Change-53,094 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 50,853
Change-50,853 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 48,768
Change-48,768 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 48,355
Change-48,355 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 46,774
Change-46,774 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 46,464
Change-46,464 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 45,045
Change-45,045 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 44,125
Change-44,125 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 43,964
Change-43,964 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 43,823
Change-43,823 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 41,521
Change-41,521 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,302
Change-39,302 (-100%)
Value—
&partners
N/A
Shares— from 37,275
Change-37,275 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 35,010
Change-35,010 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,777
Change-31,777 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 31,444
Change-31,444 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 30,334
Change-30,334 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 28,634
Change-28,634 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 26,565
Change-26,565 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 24,764
Change-24,764 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 23,649
Change-23,649 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,253
Change-22,253 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 20,524
Change-20,524 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 20,352
Change-20,352 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 19,464
Change-19,464 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 18,062
Change-18,062 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 17,003
Change-17,003 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 16,912
Change-16,912 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,832
Change-16,832 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 15,630
Change-15,630 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,548
Change-15,548 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 15,517
Change-15,517 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 15,456
Change-15,456 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,957
Change-14,957 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,855
Change-14,855 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 14,740
Change-14,740 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 13,621
Change-13,621 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 13,515
Change-13,515 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 12,707
Change-12,707 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,146
Change-12,146 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,179
Change-11,179 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,092
Change-11,092 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 10,709
Change-10,709 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 10,574
Change-10,574 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,382
Change-10,382 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 10,320
Change-10,320 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 10,229
Change-10,229 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,815
Change-9,815 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,107
Change-9,107 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,940
Change-8,940 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 8,253
Change-8,253 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,245
Change-8,245 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,366
Change-7,366 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 6,675
Change-6,675 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,002
Change-6,002 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 965
Change-965 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 699
Change-699 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 675
Change-675 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 578
Change-578 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 461
Change-461 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 372
Change-372 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 233
Change-233 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 175
Change-175 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 140
Change-140 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,276,2801,513,392-237,112-16%$80.5M$67.2M-$13.3M2026-11-06
Chemistry Wealth Management LLC
INCREASED930,926921,681+9,245+1%$49.0M$49.0M+$7.6K2026-10-16
Montis Financial, LLC
INCREASED802,531799,755+2,776+0%$42.5M$42.3M-$269.7K2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED634,0491,347,351-713,302-53%$71.7M$33.4M-$38.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED533,774530,243+3,531+1%$29.2M$28.8M-$403.1K2026-10-13
AlTi Global, Inc.
DECREASED361,450923,866-562,416-61%$49.1M$19.0M-$30.1M2026-11-09
Parisi Gray Wealth Management
DECREASED350,263402,474-52,211-13%$21.4M$18.4M-$3.0M2026-10-16
Affiance Financial, LLC
DECREASED345,037370,045-25,008-7%$19.7M$18.2M-$1.5M2026-10-15
Ironwood Investment Counsel, LLC
DECREASED338,021342,562-4,541-1%$18.2M$17.8M-$417.3K2026-11-10
Cross Staff Investments Inc
DECREASED289,951290,646-6950%$15.5M$15.3M-$187.7K2026-10-22
HighTower Advisors, LLC
DECREASED222,913255,594-32,681-13%$13.6M$11.7M-$1.9M2026-11-10
Equitable Trust Co
INCREASED218,050208,625+9,425+5%$11.1M$11.5M+$387.9K2026-10-13
Commonwealth Equity Services, LLC
DECREASED197,072219,177-22,105-10%$11.7M$10.4M-$1.3M2026-11-02
New England Private Wealth Advisors LLC
DECREASED194,997206,210-11,213-5%$11.3M$10.3M-$1.0M2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED187,626941,002-753,376-80%$50.1M$9.9K-$50.0M2026-11-02
Focus Financial Network, Inc.
DECREASED182,258226,843-44,585-20%$12.1M$9.6M-$2.5M2026-10-14
Assetmark, Inc
DECREASED174,058461,214-287,156-62%$24.5M$9.2M-$15.4M2026-10-21
Compton Wealth Advisory Group, LLC
DECREASED151,125152,654-1,529-1%$8.3M$8.1M-$187.1K2026-10-13
Perigon Wealth Management, LLC
INCREASED138,476134,133+4,343+3%$7.1M$7.3M+$159.0K2026-10-22
Lido Advisors, LLC
INCREASED130,897126,111+4,786+4%$6.7M$6.9M+$186.5K2026-11-04
Lighthouse Wealth Management Inc.
DECREASED122,535139,196-16,661-12%$7.4M$6.5M-$949.9K2026-10-13
Allworth Financial LP
INCREASED116,384113,828+2,556+2%$6.1M$6.2M+$136.0K2026-11-06
NBZ Investment Advisors LLC
DECREASED111,657130,421-18,764-14%$6.9M$5.9M-$1.1M2026-10-30
Kestra Advisory Services, LLC
DECREASED106,344113,233-6,889-6%$6.0M$5.6M-$421.7K2026-11-02
Creative Planning
DECREASED97,407107,566-10,159-9%$5.7M$5.1M-$591.0K2026-11-02
Davenport & Co LLC
DECREASED94,96995,292-3230%$5.1M$5.0M-$66.6K2026-10-14
Truist Financial Corp
DECREASED90,164105,954-15,790-15%$5.6M$4.7M-$886.8K2026-10-30
Modera Wealth Management, LLC
DECREASED84,24985,695-1,446-2%$4.6M$4.4M-$120.7K2026-10-28
SouthState Bank Corp
DECREASED80,286132,910-52,624-40%$7.1M$4.2M-$2.8M2026-11-09
JBR Co Financial Management Inc
DECREASED79,84179,927-860%$4.3M$4.3M+$71.3K2026-10-13
Millburn Ridgefield LLC
UNCHANGED74,77574,77500%$4.0M$3.9M-$38.9K2026-11-06
Simon Quick Advisors, LLC
DECREASED69,85870,412-554-1%$3.7M$3.7M-$65.8K2026-10-26
Aprio Wealth Management, LLC
DECREASED67,32198,846-31,525-32%$5.3M$3.5M-$1.7M2026-10-28
HB Wealth Management, LLC
INCREASED65,49358,735+6,758+12%$3.1M$3.4M+$325.4K2026-10-23
Capital Advisors, Ltd. LLC
DECREASED64,71586,461-21,746-25%$4.6K$3.4K-$1.2K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED56,79617,720+39,076+221%$942.5K$3.0M+$2.0M2026-10-16
Bokf, NA
UNCHANGED55,35555,35500%$2.9M$2.9M-$28.8K2026-10-27
Meridian Wealth Management, LLC
DECREASED54,45058,294-3,844-7%$2.6M$2.4M-$204.6K2026-11-05
Marion Wealth Management
INCREASED54,41354,031+382+1%$2.9M$2.9M-$8.0K2026-10-22
Blume Capital Management, Inc.
DECREASED51,78351,943-1600%$2.8M$2.7M-$35.4K2026-10-26
Walled Lake Planning & Wealth Management, LLC
DECREASED46,26750,404-4,137-8%$2.7M$2.4M-$244.1K2026-10-29
Bank of New York Mellon Corp
DECREASED44,75945,025-266-1%$2.4M$2.4M-$37.4K2026-11-05
Lynx Investment Advisory
DECREASED41,25446,012-4,758-10%$2.4M$2.2M-$274.5K2026-10-27
Sowell Financial Services LLC
DECREASED41,19248,308-7,116-15%$2.6M$2.2M-$399.9K2026-10-23
S.A. Mason LLC
DECREASED40,91645,350-4,434-10%$2.4M$2.2M-$257.1K2026-10-13
Banyan Capital Management, Inc.
DECREASED39,91139,916-50%$2.1M$2.1M-$21.0K2026-11-05
Fifth Third Bancorp
INCREASED38,57724,219+14,358+59%$1.3M$2.0M+$743.6K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED37,70898,811-61,103-62%$5.3M$2.0M-$3.3M2026-10-20
Voisard Asset Management Group, Inc.
DECREASED36,55137,354-803-2%$2.0M$1.9M-$61.7K2026-10-13
Adkins Seale Capital Management LLC
DECREASED36,02736,342-315-1%$1.9M$1.9M-$35.5K2026-10-27
Calamos Wealth Management LLC
DECREASED35,10344,719-9,616-21%$2.4M$1.8M-$529.7K2026-11-02
Wedmont Private Capital
DECREASED33,36841,375-8,007-19%$2.3M$1.8M-$478.9K2026-10-09
Salem Investment Counselors Inc
DECREASED33,20834,708-1,500-4%$1.8M$1.7M-$97.1K2026-10-13
Chicago Partners Investment Group LLC
DECREASED31,32237,082-5,760-16%$2.0M$1.9M-$112.6K2026-10-27
Baldwin Wealth Partners LLC
DECREASED30,96031,938-978-3%$1.7M$1.6M-$68.1K2026-10-13
IFP Advisors, Inc
DECREASED30,49931,470-971-3%$1.7M$1.6M-$67.5K2026-10-16
First Pacific Financial
DECREASED29,75730,481-724-2%$1.6M$1.6M-$54.0K2026-10-14
Karras Company, Inc.
DECREASED29,04536,425-7,380-20%$1.9M$1.5M-$407.6K2026-10-16
Prospera Financial Services Inc
DECREASED28,60236,678-8,076-22%$2.0M$1.7M-$260.8K2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED27,42527,42500%$1.5M$1.4M-$14.3K2026-10-14
Savant Capital, LLC
DECREASED27,12253,777-26,655-50%$2.9M$1.4M-$1.4M2026-11-06
Macroview Investment Management LLC
UNCHANGED25,95125,95100%$1.4M$1.4M-$13.5K2026-10-26
Visionary Wealth Advisors
DECREASED25,26627,093-1,827-7%$1.4M$1.3M-$110.3K2026-11-04
Romano Brothers and Company
INCREASED24,4606,894+17,566+255%$366.7K$1.3M+$921.6K2026-10-22
Longview Financial Advisors, Inc.
DECREASED24,09826,224-2,126-8%$1.4M$1.3M-$125.6K2026-10-09
Merit Financial Group, LLC
DECREASED23,90324,542-639-3%$1.3M$1.3M-$46.4K2026-11-06
LexAurum Advisors, LLC
DECREASED23,08624,221-1,135-5%$1.3M$1.2M-$72.4K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED22,34622,743-397-2%$1.2M$1.2M-$32.7K2026-11-06
BIP Wealth, LLC
DECREASED22,13924,467-2,328-10%$1.3M$1.2M-$135.3K2026-10-22
Retirement Planning Group, LLC
DECREASED22,13723,763-1,626-7%$1.3M$1.2M-$98.0K2026-10-19
Compass Wealth Management, LLC
DECREASED22,13223,630-1,498-6%$1.3M$1.2M-$91.2K2026-10-30
Aspect Partners, LLC
DECREASED21,93827,361-5,423-20%$1.5M$1.2M-$299.9K2026-10-20
Royal Fund Management, LLC
DECREASED19,91720,392-475-2%$1.1M$1.0M-$35.6K2026-10-22
Value Investment Professionals, LLC
DECREASED19,78819,838-500%$1.1M$1.0M-$12.9K2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED19,28519,885-600-3%$1.1M$1.0M-$41.9K2026-10-13
Carnegie Investment Counsel
DECREASED17,68718,579-892-5%$988.2K$931.6K-$56.6K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED17,68118,797-1,116-6%$999.8K$931.3K-$68.6K2026-11-05
PDS Planning, Inc
UNCHANGED16,95416,95400%$901.8K$893.0K-$8.8K2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED16,65916,805-146-1%$893.9K$877.4K-$16.4K2026-10-09
Forbes J M & Co LLP
UNCHANGED16,55816,55800%$880.7K$872.1K-$8.6K2026-10-16
Compound Planning, Inc.
UNCHANGED16,49416,49400%$877.3K$868.7K-$8.6K2026-11-09
Live Oak Private Wealth LLC
DECREASED16,31721,303-4,986-23%$1.1M$859.4K-$273.7K2026-11-02
Koshinski Asset Management, Inc.
DECREASED16,29118,220-1,929-11%$969.1K$858.0K-$111.1K2026-10-29
Moneco Advisors, LLC
DECREASED16,12119,645-3,524-18%$1.0M$849.1K-$195.8K2026-11-05
Parallel Advisors, LLC
UNCHANGED16,10316,10300%$856.5K$848.1K-$8.4K2026-11-03
Founders Financial Alliance, LLC
DECREASED15,70516,237-532-3%$863.6K$827.2K-$36.5K2026-11-10
Whitcomb & Hess, Inc.
DECREASED15,67916,106-427-3%$856.7K$825.8K-$30.9K2026-10-07
Farther Finance Advisors, LLC
DECREASED15,66517,304-1,639-9%$920.4K$825.1K-$95.3K2026-10-08
Sapient Capital LLC
DECREASED15,54115,598-570%$829.7K$818.5K-$11.1K2026-10-08
Meridian Financial Partners LLC
INCREASED15,1776,464+8,713+135%$357.8K$875.0K+$517.2K2026-10-23
Lowe Brockenbrough & Co Inc
UNCHANGED15,16515,16500%$806.6K$798.7K-$7.9K2026-11-09
RFG Advisory, LLC
DECREASED15,08515,628-543-3%$831.3K$794.5K-$36.7K2026-11-03
Leavell Investment Management, Inc.
NEW14,827—+14,827——$780.9K—2026-11-09
Joel Isaacson & Co., LLC
DECREASED14,81018,298-3,488-19%$973.3K$780.0K-$193.2K2026-11-05
Clark Wealth Partners
UNCHANGED14,45214,45200%$768.7K$761.2K-$7.5K2026-10-19
ARS Wealth Advisors Group, LLC
UNCHANGED14,37714,37700%$764.7K$757.2K-$7.5K2026-10-16
Hall Capital Management Co Inc
DECREASED14,13514,321-186-1%$761.7K$744.5K-$17.2K2026-11-09
IFG Advisory, LLC
DECREASED13,96819,315-5,347-28%$1.0M$735.7K-$291.7K2026-11-09
Independent Financial Group, LLC
DECREASED13,85414,468-614-4%$769.6K$729.7K-$39.9K2026-10-13
Winebrenner Capital Management LLC
DECREASED13,12314,535-1,412-10%$773.1K$691.2K-$81.9K2026-10-07
Pandowealth. LLC
UNCHANGED13,11513,11500%$697.6K$793.3K+$95.7K2026-11-09
Demars Financial Group, LLC
UNCHANGED12,74912,74900%$678.1K$671.5K-$6.6K2026-10-22
BlueChip Wealth Advisors LLC
DECREASED12,12712,866-739-6%$684.3K$638.7K-$45.6K2026-11-03
Apollon Wealth Management, LLC
DECREASED12,07912,089-100%$643.0K$636.2K-$6.8K2026-10-23
Frontier Asset Management, LLC
DECREASED12,01214,318-2,306-16%$761.6K$632.7K-$128.9K2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED11,64711,64700%$619.5K$613.4K-$6.1K2026-10-28
ODonnell Financial Services, LLC
DECREASED11,35513,715-2,360-17%$729.5K$598.1K-$131.4K2026-11-09
Mather Group, Llc.
UNCHANGED11,14811,14800%$593.0K$587.2K-$5.8K2026-10-14
CX Institutional
NEW10,803—+10,803——$569—2026-10-02
Beacon Financial Planning, Inc
DECREASED10,75634,934-24,178-69%$1.9M$566.5K-$1.3M2026-11-04
Nwam LLC
UNCHANGED10,54310,54300%$560.8K$555.3K-$5.5K2026-11-09
Avidian Wealth Enterprises, LLC
NEW9,873—+9,873——$520.0K—2026-10-08
Colorado Capital Management, Inc.
UNCHANGED9,7619,76100%$519$514-$52026-10-15
Sentinel Trust Co LBA
DECREASED9,5449,848-304-3%$524$503-$212026-11-03
R. W. Roge & Company, Inc.
UNCHANGED9,3769,37600%$498.0K$494-$497.5K2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED9,2959,887-592-6%$525.9K$489.6K-$36.3K2026-11-05
Russell Investments Group, Ltd.
DECREASED9,2309,762-532-5%$519.2K$486.1K-$33.1K2026-11-06
Clarity Capital Advisors, LLC
UNCHANGED9,0219,02100%$479.8K$475.1K-$4.7K2026-10-27
Brookstone Capital Management
DECREASED8,8248,899-75-1%$473.3K$464.8K-$8.6K2026-10-22
First Heartland Consultants, Inc.
UNCHANGED8,7708,77000%$466.5K$461.9K-$4.6K2026-10-08
Summit Asset Management, LLC
UNCHANGED8,7138,71300%$463.4K$458.9K-$4.5K2026-11-05
RM Financial Services, LLC
DECREASED8,59338,958-30,365-78%$2.1M$452.6K-$1.6M2026-11-03
Allen Capital Group, LLC
DECREASED8,4759,663-1,188-12%$514.0K$446.4K-$67.6K2026-10-27
Wealthcare Advisory Partners LLC
NEW8,376—+8,376——$441.2K—2026-10-21
Global View Capital Management LLC
DECREASED8,2959,742-1,447-15%$518.2K$436.9K-$81.3K2026-10-28
Sentinel Pension Advisors, LLC
UNCHANGED7,9017,90100%$443.9K$416.1K-$27.7K2026-11-02
AMG National Trust Bank
INCREASED7,7813,864+3,917+101%$205.5K$409.8K+$204.3K2026-11-05
US Bancorp \de\
DECREASED7,5427,717-175-2%$410.5K$397.2K-$13.2K2026-11-05
Belpointe Asset Management LLC
NEW7,529—+7,529——$396.6K—2026-11-09
ZWJ Investment Counsel Inc
DECREASED7,16211,862-4,700-40%$630.9K$377.2K-$253.7K2026-10-15
Oak Barrel Wealth Advisory LLC
DECREASED7,07310,714-3,641-34%$569.9K$372.5K-$197.3K2026-11-05
BLB&B Advisors, LLC
UNCHANGED6,8006,80000%$361.7K$358.2K-$3.5K2026-10-27
LongView Wealth Management
DECREASED6,7558,348-1,593-19%$444.0K$355.8K-$88.2K2026-10-19
Annex Advisory Services, LLC
DECREASED6,7557,214-459-6%$383.7K$355.8K-$27.9K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED6,5809,598-3,018-31%$510.5K$346.5K-$164.0K2026-10-26
Creative Financial Designs Inc
INCREASED6,5335,734+799+14%$305.0K$344.1K+$39.1K2026-11-04
Mission Wealth Management, LP
DECREASED6,5247,140-616-9%$379.8K$343.6K-$36.2K2026-10-15
Sovran Advisors, LLC
DECREASED6,4927,448-956-13%$432.5K$380.0K-$52.5K2026-11-02
Clear Creek Financial Management, LLC
DECREASED6,43018,314-11,884-65%$974.1K$338.7K-$635.5K2026-10-28
Long Island Wealth Management, Inc.
DECREASED6,3716,838-467-7%$363.7K$335.6K-$28.2K2026-10-20
AdvisorNet Financial, Inc
DECREASED6,2656,488-223-3%$345.1K$348.8K+$3.7K2026-10-15
Chapin Davis, Inc.
UNCHANGED6,0106,01000%$319.7K$316.5K-$3.1K2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED5,9937,087-1,094-15%$377.0K$315.7K-$61.3K2026-10-23
Woodard & Co Asset Management Group Inc
DECREASED5,9546,012-58-1%$319.8K$313.6K-$6.2K2026-11-03
SBK Financial, Inc.
UNCHANGED5,9125,91200%$314.5K$311.4K-$3.1K2026-11-02
Valley National Advisers Inc
UNCHANGED5,8695,86900%$312.2K$309.1K-$3.1K2026-10-23
Apollon Financial, LLC
UNCHANGED5,8235,82300%$309.7K$306.7K-$3.0K2026-10-23
Private Trust Co NA
UNCHANGED5,8125,81200%$309.1K$306.1K-$3.0K2026-10-20
StoneX Group Inc.
DECREASED5,7788,559-2,781-32%$461.2K$334.0K-$127.2K2026-11-03
Clearstead Trust, LLC
UNCHANGED5,5625,56200%$295.8K$293.0K-$2.9K2026-11-06
Arkansas Financial Group, Inc.
UNCHANGED5,5595,55900%$295.7K$292.8K-$2.9K2026-10-26
Thrivent Financial for Lutherans
DECREASED5,5005,771-271-5%$307.0K$294-$306.7K2026-11-05
Tanglewood Wealth Management, Inc.
DECREASED5,4877,364-1,877-25%$391.7K$289.0K-$102.7K2026-10-23
Garde Capital, Inc.
UNCHANGED5,4765,47600%$291.3K$288.4K-$2.8K2026-10-29
KCM Investment Advisors LLC
UNCHANGED5,4525,45200%$290.0K$287.1K-$2.8K2026-10-27
Weinberger Asset Management, Inc
UNCHANGED5,3845,38400%$309.5K$283.6K-$26.0K2026-10-28
Evergreen Capital Management LLC
UNCHANGED5,2955,29500%$281.6K$278.9K-$2.8K2026-10-23
Flywheel Private Wealth LLC
DECREASED5,2625,462-200-4%$290.5K$277.2K-$13.4K2026-11-02
Appleton Partners Inc
UNCHANGED5,2515,25100%$279.0K$277-$278.7K2026-10-30
Uniting Wealth Partners, LLC
DECREASED5,2255,479-254-5%$291.4K$275.2K-$16.2K2026-11-06
Evanson Financial, LLC
UNCHANGED5,2085,20800%$277.0K$274.3K-$2.7K2026-10-23
Hardy Reed LLC
DECREASED5,1265,570-444-8%$296.3K$270.0K-$26.3K2026-11-06
Cora Capital Advisors LLC
UNCHANGED5,0875,08700%$270.6K$267.9K-$2.6K2026-11-02
SeaCrest Wealth Management, LLC
DECREASED5,0715,203-132-3%$276.7K$267.1K-$9.7K2026-10-21
Altfest L J & Co Inc
UNCHANGED5,0605,06000%$269.1K$266.5K-$2.6K2026-10-27
Weatherly Asset Management L. P.
DECREASED4,9766,301-1,325-21%$335.2K$262.1K-$73.1K2026-10-20
Black Diamond Financial, LLC
UNCHANGED4,8604,86000%$258.5K$256.0K-$2.5K2026-10-26
Breakwater Capital Group
UNCHANGED4,8534,85300%$258.1K$255.6K-$2.5K2026-10-09
Fisher Asset Management, LLC
NEW4,823—+4,823——$254.0K—2026-11-06
Klingman & Associates, LLC
UNCHANGED4,6404,64000%$246.8K$244.4K-$2.4K2026-10-20
Choreo, LLC
NEW4,589—+4,589——$241.7K—2026-10-28
HBK Sorce Advisory LLC
INCREASED4,5694,302+267+6%$251.8K$279.5K+$27.6K2026-11-06
A&I Financial Services, LLC
UNCHANGED4,5004,50000%$239.4K$237.0K-$2.3K2026-10-15
Cynosure Group, LLC
UNCHANGED4,3554,35500%$231.6K$229.4K-$2.3K2026-11-03
Insight Advisors, LLC/ PA
DECREASED4,3186,066-1,748-29%$322.7K$227.4K-$95.2K2026-10-22
Dumont & Blake Investment Advisors LLC
UNCHANGED4,2924,29200%$228.3K$226.1K-$2.2K2026-10-28
Advisory Solutions Group, LLC
UNCHANGED4,2424,24200%$225.6K$223.4K-$2.2K2026-10-14
JB Capital LLC
UNCHANGED4,1804,18000%$222.3K$220.2K-$2.2K2026-10-19
Verdence Capital Advisors LLC
NEW4,080—+4,080——$214.9K—2026-10-26
Vise Technologies, Inc.
NEW4,034—+4,034——$212.5K—2026-10-29
Fenimore Asset Management Inc
UNCHANGED4,0274,02700%$214.2K$212.1K-$2.1K2026-10-08
Great Valley Advisor Group, Inc.
INCREASED4,0214,003+18+0%$213.4K$212.2K-$1.2K2026-11-09
Abound Wealth Management
DECREASED4,0024,862-860-18%$258.6K$210.8K-$47.8K2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED4,0004,00000%$212.8K$210.7K-$2.1K2026-10-16
Capital Planning LLC
UNCHANGED3,9973,99700%$212.6K$210.5K-$2.1K2026-10-09
Legacy Solutions, LLC
UNCHANGED3,9713,97100%$211.2K$209.2K-$2.1K2026-10-07
Gilliland Jeter Wealth Management LLC
UNCHANGED3,9443,94400%$209.8K$207.7K-$2.1K2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED3,7193,71900%$197.8K$195.9K-$1.9K2026-10-23
Clearstead Advisors, LLC
DECREASED3,56110,653-7,092-67%$566.6K$187.5K-$379.1K2026-11-06
Silver OAK Securities, Incorporated
UNCHANGED3,5193,51900%$187.2K$212.9K+$25.7K2026-11-09
Roble, Belko & Company, Inc
UNCHANGED3,2023,20200%$170.0K$169-$169.8K2026-11-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED2,9322,93200%$156.0K$154.4K-$1.5K2026-10-05
Toth Financial Advisory Corp
DECREASED2,9293,234-305-9%$172.0K$154.3K-$17.7K2026-10-08
Larson Financial Group LLC
DECREASED2,8813,038-157-5%$161.6K$151.7K-$9.8K2026-11-05
Silver Grove Financial Group, Inc.
DECREASED2,8504,070-1,220-30%$216.5K$150.1K-$66.4K2026-11-05
Intelligent Financial Strategies
DECREASED2,7752,820-45-2%$150.0K$146.2K-$3.8K2026-10-16
Blue Trust, Inc.
DECREASED2,7293,972-1,243-31%$211.3K$143.7K-$67.5K2026-10-15
Archer Investment Corp
UNCHANGED2,6992,69900%$143.6K$142.2K-$1.4K2026-11-05
Tompkins Financial Corp
UNCHANGED2,6872,68700%$142.9K$141.5K-$1.4K2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED2,6012,60100%$138.3K$137.0K-$1.4K2026-10-09
Provenance Wealth Advisors, LLC
UNCHANGED2,5692,56900%$136.6K$135.3K-$1.3K2026-10-30
CrossGen Wealth, LLC
DECREASED2,4793,873-1,394-36%$206.0K$130.6K-$75.4K2026-10-30
Stone House Investment Management, LLC
UNCHANGED2,3922,39200%$127.2K$126.0K-$1.2K2026-10-23
Meramec Financial Planners, LLC
DECREASED2,1282,314-186-8%$131.1K$128.7K-$2.4K2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED1,9201,92000%$102.1K$101.1K-$9982026-10-27
PNC Financial Services Group, Inc.
UNCHANGED1,9001,90000%$101.1K$100.1K-$9882026-11-06
Montag A & Associates Inc
NEW1,657—+1,657——$87.3K—2026-10-29
Pacific Center for Financial Services
DECREASED1,5981,712-114-7%$91.1K$84.2K-$6.9K2026-10-15
Smithfield Trust Co
UNCHANGED1,4681,46800%$78.0K$78-$77.9K2026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED1,4581,45800%$77.6K$76.8K-$7582026-11-04
Winch Advisory Services, LLC
UNCHANGED1,3891,38900%$73.9K$73.2K-$7222026-11-06
Lanark Financial, Inc.
UNCHANGED1,2591,25900%$67.0K$66.3K-$6542026-10-26
Rossby Financial, LCC
DECREASED1,2181,937-719-37%$103.0K$64.2K-$38.9K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED1,1981,19800%$63.7K$63.1K-$6232026-10-23
Albion Financial Group
UNCHANGED1,1361,13600%$60.4K$59.8K-$5902026-10-21
Harbour Investments, Inc.
DECREASED1,1002,165-1,065-49%$115.2K$57.9K-$57.2K2026-11-09
Lummis Asset Management, LP
UNCHANGED1,0971,09700%$58.3K$57.8K-$5702026-11-09
First Command Advisory Services, Inc.
UNCHANGED1,0431,04300%$55.5K$54.9K-$5422026-11-05
Salomon & Ludwin, LLC
UNCHANGED89389300%$48.3K$47.0K-$1.3K2026-10-29
Owl Creek Wealth Partners LLC
INCREASED852288+564+196%$15.3K$44.9K+$29.6K2026-10-20
Financial Freedom, LLC
NEW833—+833——$43.9K—2026-11-06
Wolff Wiese Magana LLC
UNCHANGED79279200%$42.1K$41.7K-$4122026-10-15
Bayban
UNCHANGED78878800%$41.9K$41.9K$02026-11-05
Pathway Financial Advisers, LLC
NEW732—+732——$38.5K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED67048+622+1296%$2.6K$35.3K+$32.7K2026-10-27
UMB Bank, n.a.
UNCHANGED49749700%$26.4K$26.2K-$2582026-11-06
Elevation Wealth Partners, LLC
UNCHANGED48448400%$25.7K$25.5K-$2512026-10-07
Creative Capital Management Investments LLC
UNCHANGED47647600%$25.3K$25.1K-$2472026-10-28
Nfsg Corp
INCREASED377184+193+105%$9.8K$19.9K+$10.1K2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED36936900%$19.6K$19.4K-$1922026-10-13
Root Financial Partners, LLC
NEW359—+359——$18.9K—2026-10-21
Hurley Capital, LLC
UNCHANGED33133100%$17.6K$17.4K-$1722026-11-05
Golden State Wealth Management, LLC
UNCHANGED32132100%$17.1K$16.9K-$1672026-11-02
Harbor Asset Planning, Inc.
UNCHANGED27527500%$14.6K$14.5K-$1432026-10-23
Westside Investment Management, Inc.
UNCHANGED25925900%$13.8K$13.7K-$992026-11-02
Nuveen, LLC
NEW254—+254——$13.5K—2026-11-10
Kozak & Associates, Inc.
UNCHANGED22122100%$12.0K$12.8K+$8772026-10-29
Avion Wealth
DECREASED185475-290-61%$25$9-$162026-11-04
GoalVest Advisory LLC
DECREASED182655-473-72%$34.8K$9.6K-$25.3K2026-10-02
Sankala Group LLC
UNCHANGED18218200%$10.8K$9.6K-$1.2K2026-11-09
Balance Wealth Partners LLC
NEW175—+175——$9.2K—2026-10-27
Central Trust Co
UNCHANGED14614600%$7.8K$7.7K-$762026-11-05
Byrne Asset Management LLC
DECREASED114214-100-47%$11.4K$6.1K-$5.3K2026-10-06
Physician Wealth Advisors, Inc.
UNCHANGED929200%$4.9K$4.8K-$482026-10-20
Financial Consulate, Inc
UNCHANGED808000%$4.3K$4.2K-$422026-10-23
Horizons Wealth Management
NEW40—+40——$2.1K—2026-10-05
Citigroup Inc
NEW5—+5——$263—2026-11-04
Arete Wealth Advisors, LLC
CLOSED0164,821-164,821-100%$8.8M$0-$8.8M2026-11-09
Triad Investment Management
CLOSED036,586-36,586-100%$1.9M$0-$1.9M2026-10-13
Baker Tilly Wealth Management, LLC
CLOSED015,412-15,412-100%$819.8K$0-$819.8K2026-10-05
Dynamic Advisor Solutions LLC
CLOSED014,117-14,117-100%$750.9K$0-$750.9K2026-10-13
World Equity Group, Inc.
CLOSED011,674-11,674-100%$620.9K$0-$620.9K2026-10-14
Commerce Advisors, LLC
CLOSED010,430-10,430-100%$554.7K$0-$554.7K2026-10-19
Eclectic Associates Inc
CLOSED010,001-10,001-100%$532.0K$0-$532.0K2026-10-09
Seizert Capital Partners, LLC
CLOSED08,204-8,204-100%$436.4K$0-$436.4K2026-10-30
Charter Capital Management, Llc\de
CLOSED05,930-5,930-100%$315.4K$0-$315.4K2026-10-28
Bank of Montreal
CLOSED05,429-5,429-100%$288.8K$0-$288.8K2026-11-09
Falcon Wealth Planning
CLOSED05,133-5,133-100%$273.0K$0-$273.0K2026-11-06
SVB Wealth LLC
CLOSED04,308-4,308-100%$229.1K$0-$229.1K2026-11-06
Signature Estate & Investment Advisors LLC
CLOSED04,299-4,299-100%$228.7K$0-$228.7K2026-10-13
Capital Investment Advisors, LLC
CLOSED04,232-4,232-100%$225.1K$0-$225.1K2026-10-22
Indivisible Partners
CLOSED04,078-4,078-100%$216.9K$0-$216.9K2026-10-26
Welch Group, LLC
CLOSED04,018-4,018-100%$213.7K$0-$213.7K2026-10-29
Oppenheimer & Co Inc
CLOSED03,991-3,991-100%$212.3K$0-$212.3K2026-10-26
Midwest Trust Co
CLOSED03,925-3,925-100%$208.8K$0-$208.8K2026-10-22
MMA Asset Management LLC
CLOSED03,910-3,910-100%$208.0K$0-$208.0K2026-11-02
M&T Bank Corp
CLOSED03,817-3,817-100%$203.0K$0-$203.0K2026-11-10
Stegent Equity Advisors, Inc.
CLOSED03,778-3,778-100%$201.0K$0-$201.0K2026-10-13
Strategic Wealth Advisors LLC
CLOSED03,130-3,130-100%$205$0-$2052026-11-06
CoreCap Advisors, LLC
CLOSED02,863-2,863-100%$152.3K$0-$152.3K2026-10-08
Richardson Capital Management LLC
CLOSED02,288-2,288-100%$121.7K$0-$121.7K2026-10-23
International Assets Investment Management, LLC
CLOSED02,191-2,191-100%$118.6K$0-$118.6K2026-11-02
Evolution Advisers, Inc.
CLOSED02,129-2,129-100%$113.0K$0-$113.0K2026-11-06
Midway Capital Research & Management
CLOSED01,822-1,822-100%$96.9K$0-$96.9K2026-10-20
LifeSteps Financial, Inc.
CLOSED01,097-1,097-100%$58.3K$0-$58.3K2026-10-15
MCF Advisors LLC
CLOSED0946-946-100%$50.3K$0-$50.3K2026-10-28
Heritage Wealth Advisors
CLOSED0836-836-100%$44.5K$0-$44.5K2026-11-09
Signaturefd, LLC
CLOSED0565-565-100%$30.1K$0-$30.1K2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED0528-528-100%$28.1K$0-$28.1K2026-11-04
Trust Co of Vermont
CLOSED0442-442-100%$23.5K$0-$23.5K2026-10-21
Princeton Global Asset Management LLC
CLOSED0340-340-100%$18.1K$0-$18.1K2026-10-21
Cornerstone Planning Group LLC
CLOSED0332-332-100%$17.8K$0-$17.8K2026-10-16
First Horizon Corp
CLOSED0114-114-100%$6.1K$0-$6.1K2026-10-26
Hickory Point Bank & Trust
CLOSED0108-108-100%$5.7K$0-$5.7K2026-10-01
Brown Brothers Harriman & Co
N/A—7,584,909-7,584,909-100%$403.4M———
Franklin Resources Inc
N/A—1,636,808-1,636,808-100%$87.1M———
Bank of America Corp
N/A—1,283,026-1,283,026-100%$68.2M———
Osaic Holdings, Inc.
N/A—1,046,555-1,046,555-100%$55.7M———
Brown Advisory Inc
N/A—984,156-984,156-100%$52.3M———
Ascension Capital Advisors, Inc.
N/A—682,811-682,811-100%$36.3M———
Financial Engines Advisors L.L.C.
N/A—496,188-496,188-100%$26.4M———
Raymond James Financial Inc
N/A—476,055-476,055-100%$25.3M———
Wells Fargo & Company
N/A—467,849-467,849-100%$24.9M———
Urban Financial Advisory Corp
N/A—435,971-435,971-100%$23.2M———
Flow Traders U.S. LLC
N/A—406,918-406,918-100%$21.6M———
UBS Group AG
N/A—380,658-380,658-100%$20.2M———
Waverly Advisors, LLC
N/A—369,950-369,950-100%$19.7M———
Morgan Stanley
N/A—278,727-278,727-100%$14.8M———
Focus Partners Wealth
N/A—278,252-278,252-100%$14.8M———
Composition Wealth, LLC
N/A—277,535-277,535-100%$14.8M———
Royal Bank of Canada
N/A—275,523-275,523-100%$14.7M———
Mariner, LLC
N/A—252,705-252,705-100%$13.4M———
FMR LLC
N/A—252,243-252,243-100%$13.4M———
United Capital Financial Advisors, LLC
N/A—245,749-245,749-100%$13.1M———
Cresset Asset Management, LLC
N/A—245,526-245,526-100%$13.1M———
Mercer Global Advisors Inc
N/A—194,801-194,801-100%$10.4M———
Basepoint Wealth LLC
N/A—192,329-192,329-100%$10.2M———
Stratos Wealth Partners, Ltd.
N/A—188,841-188,841-100%$10.0M———
Fiduciary Group, LLC
N/A—187,630-187,630-100%$10.0M———
Cary Street Partners Financial LLC
N/A—178,950-178,950-100%$9.5M———
Cerity Partners LLC
N/A—175,179-175,179-100%$9.3M———
Quantinno Capital Management LP
N/A—169,531-169,531-100%$9.0M———
Cetera Investment Advisers
N/A—160,719-160,719-100%$8.5M———
Envestnet Asset Management Inc
N/A—142,949-142,949-100%$7.6M———
GTS Securities LLC
N/A—139,496-139,496-100%$7.4M———
Mendel Capital Management LLC
N/A—128,936-128,936-100%$6.9M———
Rockefeller Capital Management L.P.
N/A—116,664-116,664-100%$6.2M———
Moneta Group Investment Advisors LLC
N/A—116,419-116,419-100%$6.2M———
Steward Partners Investment Advisory, LLC
N/A—105,392-105,392-100%$5.6M———
Private Advisor Group, LLC
N/A—96,923-96,923-100%$5.2M———
Summit Trail Advisors, LLC
N/A—85,585-85,585-100%$4.6M———
AQR Capital Management LLC
N/A—82,283-82,283-100%$4.4M———
IEQ Capital, LLC
N/A—81,984-81,984-100%$4.4M———
Stifel Financial Corp
N/A—81,363-81,363-100%$4.3M———
Sargent Investment Group, LLC
N/A—77,159-77,159-100%$4.1M———
Stratos Wealth Advisors, LLC
N/A—76,969-76,969-100%$4.1M———
Jane Street Group, LLC
N/A—76,204-76,204-100%$4.1M———
FFT Wealth Management LLC
N/A—72,505-72,505-100%$3.9M———
Pathstone Holdings, LLC
N/A—67,945-67,945-100%$3.6M———
MML Investors Services, LLC
N/A—67,494-67,494-100%$3.6M———
Vertex Planning Partners, LLC
N/A—63,828-63,828-100%$3.4M———
Annandale Capital, LLC
N/A—63,218-63,218-100%$3.4M———
Rockbridge Investment Management, LCC
N/A—62,370-62,370-100%$3.3M———
Essex Financial Services, Inc.
N/A—60,105-60,105-100%$3.2M———
Wealthspire Advisors, LLC
N/A—58,033-58,033-100%$3.1M———
EP Wealth Advisors, LLC
N/A—54,658-54,658-100%$2.9M———
Janney Montgomery Scott LLC
N/A—54,127-54,127-100%$2.9M———
NewEdge Advisors, LLC
N/A—53,094-53,094-100%$2.8M———
CoreFirst Bank & Trust
N/A—50,853-50,853-100%$2.7M———
Beacon Investment Advisors LLC
N/A—48,768-48,768-100%$2.6M———
Aptus Capital Advisors, LLC
N/A—48,355-48,355-100%$2.6M———
Guardian Wealth Advisors, LLC / NC
N/A—46,774-46,774-100%$2.5M———
SCS Capital Management LLC
N/A—46,464-46,464-100%$2.5M———
Berger Financial Group, Inc
N/A—45,045-45,045-100%$2.4M———
Houlihan Financial Resource Group, Ltd.
N/A—44,125-44,125-100%$2.3M———
Aspire Capital Advisors LLC
N/A—43,964-43,964-100%$2.3M———
Lafayette Investments, Inc.
N/A—43,823-43,823-100%$2.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—41,521-41,521-100%$2.2M———
Captrust Financial Advisors
N/A—39,302-39,302-100%$2.1M———
&partners
N/A—37,275-37,275-100%$2.0M———
Spinnaker Trust
N/A—35,010-35,010-100%$1.9M———
JPMorgan Chase & Co
N/A—31,777-31,777-100%$1.7M———
CIBC Bancorp USA Inc.
N/A—31,444-31,444-100%$1.7M———
Elequin Capital, LP
N/A—30,334-30,334-100%$1.6M———
Circle Wealth Management, LLC
N/A—28,634-28,634-100%$1.5M———
Sound View Wealth Advisors Group, LLC
N/A—26,565-26,565-100%$1.4M———
Ballentine Partners, LLC
N/A—24,764-24,764-100%$1.3M———
Medallion Wealth Advisors, LLC
N/A—23,649-23,649-100%$1.3M———
Equitable Holdings, Inc.
N/A—22,253-22,253-100%$1.2M———
Rollins Financial Advisors, LLC
N/A—20,524-20,524-100%$1.1M———
Tradition Wealth Management, LLC
N/A—20,352-20,352-100%$1.1M———
Becker Capital Management Inc
N/A—19,464-19,464-100%$1.0M———
Qube Research & Technologies Ltd
N/A—18,062-18,062-100%$960.7K———
Evercore Wealth Management, LLC
N/A—17,003-17,003-100%$904.4K———
Marble Wealth, LLC
N/A—16,912-16,912-100%$899.6K———
MAI Capital Management
N/A—16,832-16,832-100%$895.3K———
Johnson Investment Counsel Inc
N/A—15,630-15,630-100%$831.4K———
Susquehanna International Group, LLP
N/A—15,548-15,548-100%$827.0K———
BTC Capital Management, Inc.
N/A—15,517-15,517-100%$825.3K———
Yukon Wealth Management, Inc.
N/A—15,456-15,456-100%$822.1K———
Ameritas Advisory Services, LLC
N/A—14,957-14,957-100%$795.6K———
Summit Financial, LLC
N/A—14,855-14,855-100%$790.1K———
NorthStar Asset Management LLC
N/A—14,740-14,740-100%$784.0K———
Capital Analysts, LLC
N/A—13,759-13,759-100%$732.0K———
Empower Advisory Group, LLC
N/A—13,621-13,621-100%$724.5K———
Pallas Capital Advisors LLC
N/A—13,515-13,515-100%$718.9K———
East Coast Asset Management, Llc.
N/A—12,707-12,707-100%$675.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—12,361-12,361-100%$657.5K———
Modern Wealth Management, LLC
N/A—12,146-12,146-100%$646.0K———
Bleakley Financial Group, LLC
N/A—11,179-11,179-100%$594.6K———
Hilltop Holdings Inc.
N/A—11,092-11,092-100%$590.0K———
Arkadios Wealth Advisors
N/A—11,072-11,072-100%$588.9K———
Rockbridge Asset Management LLC
N/A—10,709-10,709-100%$569.6K———
Glenmede Trust Co NA
N/A—10,574-10,574-100%$562.4K———
World Investment Advisors
N/A—10,406-10,406-100%$550.0K———
CreativeOne Wealth, LLC
N/A—10,382-10,382-100%$552.2K———
Trustmark Bank Trust Department
N/A—10,320-10,320-100%$548.9K———
Topsail Wealth Management, LLC
N/A—10,229-10,229-100%$544.1K———
Ameriflex Group, Inc.
N/A—10,168-10,168-100%$540.8K———
Sanctuary Advisors, LLC
N/A—9,861-9,861-100%$524.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,815-9,815-100%$522.1K———
Stock Yards Bank & Trust Co
N/A—9,752-9,752-100%$518.7K———
Integrated Wealth Concepts LLC
N/A—9,698-9,698-100%$515.8K———
Goldman Sachs Group Inc
N/A—9,545-9,545-100%$507.7K———
Baird Financial Group, Inc.
N/A—9,377-9,377-100%$498.8K———
Beacon Pointe Advisors, LLC
N/A—9,107-9,107-100%$484.4K———
Two Sigma Securities, LLC
N/A—8,940-8,940-100%$475.5K———
Rehmann Capital Advisory Group
N/A—8,732-8,732-100%$464.5K———
O'shaughnessy Asset Management, LLC
N/A—8,550-8,550-100%$454.8K———
Prosperity Consulting Group, LLC
N/A—8,253-8,253-100%$439.0K———
Northwestern Mutual Wealth Management Co
N/A—8,246-8,246-100%$438.6K———
PFG Investments, LLC
N/A—8,245-8,245-100%$438.6K———
Ellenbecker Investment Group
N/A—8,218-8,218-100%$437.1K———
SageView Advisory Group, LLC
N/A—8,168-8,168-100%$434.5K———
Private Wealth Asset Management, LLC
N/A—7,542-7,542-100%$401.2K———
Landing Point Financial Group, LLC
N/A—7,394-7,394-100%$393.3K———
Destination Wealth Management
N/A—7,366-7,366-100%$391.8K———
IAM Advisory, LLC
N/A—7,323-7,323-100%$389.5K———
Bluespring Wealth Management, LLC
N/A—7,310-7,310-100%$388.8K———
Focus Partners Advisor Solutions, LLC
N/A—7,205-7,205-100%$383.2K———
Wealthedge Investment Advisors, LLC
N/A—7,067-7,067-100%$375.9K———
Canal Capital Management, LLC
N/A—6,687-6,687-100%$355.7K———
Hudson Value Partners, LLC
N/A—6,675-6,675-100%$355.1K———
Elevation Advisory Partners LLC
N/A—6,583-6,583-100%$368.3K———
Pure Financial Advisors, LLC
N/A—6,555-6,555-100%$348.7K———
Kingsview Wealth Management, LLC
N/A—6,153-6,153-100%$327.3K———
Evernest Financial Advisors, LLC
N/A—6,112-6,112-100%$325.1K———
Novare Capital Management LLC
N/A—6,002-6,002-100%$319.2K———
Ameriprise Financial Inc
N/A—5,514-5,514-100%$293.3K———
Aspire Growth Partners LLC
N/A—5,467-5,467-100%$290.8K———
Northern Trust Corp
N/A—5,461-5,461-100%$290.5K———
Strategic Wealth Partners, Ltd.
N/A—5,446-5,446-100%$289.7K———
Wealth Care LLC
N/A—5,215-5,215-100%$277.4K———
IHT Wealth Management, LLC
N/A—5,042-5,042-100%$268.2K———
Caprock Group, LLC
N/A—5,024-5,024-100%$267.2K———
Cornerstone Financial Group, LLC
N/A—4,852-4,852-100%$258.1K———
Owen LaRue, LLC
N/A—4,629-4,629-100%$246.2K———
Continuum Advisory, LLC
N/A—4,605-4,605-100%$244.9K———
GWN Securities Inc.
N/A—4,386-4,386-100%$233.3K———
Cascades Capital Asset Management, LLC
N/A—4,198-4,198-100%$223.3K———
Bartlett & Co. Wealth Management LLC
N/A—4,090-4,090-100%$217.5K———
Financial Strategies Group, Inc.
N/A—3,844-3,844-100%$210.6K———
QRG Capital Management, Inc.
N/A—3,803-3,803-100%$202.3K———
Bellevue Asset Management, LLC
N/A—3,696-3,696-100%$196.6K———
Vision Retirement, LLC
N/A—3,488-3,488-100%$185.5K———
IMA Advisory Services, Inc.
N/A—3,092-3,092-100%$164.5K———
HM Payson & Co
N/A—3,020-3,020-100%$160.6K———
LGT Financial Advisors LLC
N/A—2,490-2,490-100%$132.4K———
Global Retirement Partners, LLC
N/A—2,421-2,421-100%$128.8K———
Fourth Dimension Wealth, LLC
N/A—2,365-2,365-100%$125.8K———
UBS Asset Management Americas LLC
N/A—1,957-1,957-100%$104.1K———
Glassman Wealth Services
N/A—1,585-1,585-100%$84.3K———
BFC Planning, Inc.
N/A—1,523-1,523-100%$81.0K———
Tiaa Trust, National Association
N/A—1,457-1,457-100%$77.5K———
BlackRock, Inc.
N/A—1,297-1,297-100%$69.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,083-1,083-100%$57.6K———
Orion Capital Management LLC
N/A—1,080-1,080-100%$57.4K———
Vanguard Advisers Inc
N/A—965-965-100%$51.3K———
Rothschild Investment LLC
N/A—792-792-100%$42.1K———
Millstone Evans Group, LLC
N/A—780-780-100%$41.5K———
Johnson Financial Group, Inc.
N/A—699-699-100%$37.2K———
Arax Advisory Partners
N/A—675-675-100%$35.9K———
Avalon Trust Co
N/A—578-578-100%$30.7K———
Financial Avengers, Inc.
N/A—461-461-100%$24.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—372-372-100%$19.8K———
TD Capital Management LLC
N/A—308-308-100%$16.4K———
Tiaa Wealth Investment Management LLC
N/A—253-253-100%$13.5K———
ST Germain D J Co Inc
N/A—233-233-100%$12.4K———
Kerr Financial Planning Corp
N/A—175-175-100%$9.3K———
Whittier Trust Co
N/A—140-140-100%$7.8K———
JDM Financial Group LLC
N/A—98-98-100%$5.2K———
Investors Portfolio Services LLC
N/A—42-42-100%$2.2K———
Showing 462 of 462 institutions