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SS Spdr N ICE ST Muni ETF (SHM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares826,147 from 749,168
Change+76,979 (+10%)
Value$38.5M (+$2.6M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares642,141 from 648,479
Change-6,338 (-1%)
Value$30.0M (-$1.1M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares554,718 from 593,505
Change-38,787 (-7%)
Value$25.9M (-$2.6M)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares540,742 from 507,618
Change+33,124 (+7%)
Value$25.2M (+$877.8K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares265,986 from 197,588
Change+68,398 (+35%)
Value$12.4M (+$2.9M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares225,739 from 193,450
Change+32,289 (+17%)
Value$10.5M (+$1.3M)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares209,903 from 199,906
Change+9,997 (+5%)
Value$9.8M (+$203.5K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares194,270 from 166,860
Change+27,410 (+16%)
Value$9.1M (+$1.1M)
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares192,302 from 201,593
Change-9,291 (-5%)
Value$9.0M (-$698.5K)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares179,586 from 79,121
Change+100,465 (+127%)
Value$8.4M (+$4.6M)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares175,637 from 198,099
Change-22,462 (-11%)
Value$8.2M (-$1.3M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares135,367 from 124,171
Change+11,196 (+9%)
Value$6.3M (+$359.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares127,268 from 122,519
Change+4,749 (+4%)
Value$5.9M (+$60.4K)
Filed 2026-10-08
Foster Group, Inc.
DECREASED
Shares117,759 from 119,145
Change-1,386 (-1%)
Value$5.5M (-$221.3K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares105,666 from 1,121,562
Change-1,015,896 (-91%)
Value$4.9K (-$48.9K)
Filed 2026-10-02
Cullen T Bankers, Inc.
DECREASED
Shares104,966 from 109,399
Change-4,433 (-4%)
Value$4.9M (-$350.7K)
Filed 2026-10-28
AUA Capital Management, LLC
DECREASED
Shares100,099 from 100,483
Change-384 (0%)
Value$4.7M (-$150.0K)
Filed 2026-10-15
Ackerman Capital Advisors, LLC
DECREASED
Shares98,760 from 100,449
Change-1,689 (-2%)
Value$4.6M (-$210.9K)
Filed 2026-10-30
Chatham Capital Group, Inc.
INCREASED
Shares98,575 from 95,375
Change+3,200 (+3%)
Value$4.6M (+$23.9K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares95,637 from 88,138
Change+7,499 (+9%)
Value$4.5M (+$241.0K)
Filed 2026-10-08
James Investment Research, Inc.
INCREASED
Shares87,066 from 69,944
Change+17,122 (+24%)
Value$4.1M (+$706.8K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares85,592 from 25,777
Change+59,815 (+232%)
Value$4.0M (+$2.8M)
Filed 2026-10-22
RW Investment Management LLC
INCREASED
Shares74,872 from 63,821
Change+11,051 (+17%)
Value$3.5M (+$431.6K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares73,937 from 93,901
Change-19,964 (-21%)
Value$3.4M (-$1.1M)
Filed 2026-10-21
Royal Harbor Partners, LLC
INCREASED
Shares70,632 from 68,644
Change+1,988 (+3%)
Value$3.3M (+$2.5K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares69,941 from 71,329
Change-1,388 (-2%)
Value$3.3M (-$158.6K)
Filed 2026-11-02
Paulson Wealth Management Inc.
DECREASED
Shares68,212 from 90,179
Change-21,967 (-24%)
Value$3.2M (-$1.1M)
Filed 2026-11-02
Sage Mountain Advisors LLC
INCREASED
Shares67,670 from 45,104
Change+22,566 (+50%)
Value$3.2M (+$993.4K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares62,983 from 66,577
Change-3,594 (-5%)
Value$2.9M (-$255.2K)
Filed 2026-10-27
TruNorth Capital Management, LLC
DECREASED
Shares62,741 from 189,285
Change-126,544 (-67%)
Value$2.9M (-$6.2M)
Filed 2026-10-14
Ascent Group, LLC
INCREASED
Shares62,717 from 52,529
Change+10,188 (+19%)
Value$2.9M (+$406.2K)
Filed 2026-10-30
McAdam, LLC
DECREASED
Shares58,712 from 134,384
Change-75,672 (-56%)
Value$2.7M (-$3.7M)
Filed 2026-10-21
Eagle Global Advisors LLC
DECREASED
Shares56,583 from 59,333
Change-2,750 (-5%)
Value$2.6M (-$206.3K)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares55,852 from 49,378
Change+6,474 (+13%)
Value$2.6M (+$237.1K)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
INCREASED
Shares54,422 from 47,159
Change+7,263 (+15%)
Value$2.5M (+$276.8K)
Filed 2026-10-14
Altfest L J & Co Inc
INCREASED
Shares54,065 from 45,484
Change+8,581 (+19%)
Value$2.5M (+$340.5K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares53,352 from 49,793
Change+3,559 (+7%)
Value$2.5M (+$100.6K)
Filed 2026-11-05
Old National Bancorp
INCREASED
Shares53,220 from 49,556
Change+3,664 (+7%)
Value$2.5M (+$105.8K)
Filed 2026-10-20
Leisure Capital Management
INCREASED
Shares51,656 from 47,883
Change+3,773 (+8%)
Value$2.4M (+$113.0K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares51,508 from 62,263
Change-10,755 (-17%)
Value$2.4M (-$583.6K)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares50,288 from 48,394
Change+1,894 (+4%)
Value$2.3M (+$24.7K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
INCREASED
Shares50,037 from 28,613
Change+21,424 (+75%)
Value$2.3M (+$961.8K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares47,951 from 48,056
Change-105 (0%)
Value$2.2M (-$68.1K)
Filed 2026-10-13
LJI Wealth Management, LLC
INCREASED
Shares47,221 from 40,336
Change+6,885 (+17%)
Value$2.2M (+$268.1K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares45,065 from 61,848
Change-16,783 (-27%)
Value$2.1K (-$3.0M)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares43,837 from 42,962
Change+875 (+2%)
Value$2.0M (-$15.7K)
Filed 2026-11-05
Boston Standard Wealth Management, LLC
INCREASED
Shares43,420 from 42,429
Change+991 (+2%)
Value$2.0M (-$4.7K)
Filed 2026-10-07
Modera Wealth Management, LLC
INCREASED
Shares42,859 from 24,053
Change+18,806 (+78%)
Value$2.0M (+$845.7K)
Filed 2026-10-28
Davidson Investment Advisors
DECREASED
Shares40,489 from 43,357
Change-2,868 (-7%)
Value$1.9M (-$190.8K)
Filed 2026-10-20
Equita Financial Network, Inc.
INCREASED
Shares40,458 from 12,607
Change+27,851 (+221%)
Value$1.9M (+$1.3M)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED
Shares39,586 from 38,947
Change+639 (+2%)
Value$1.8M (-$21.4K)
Filed 2026-10-23
Hunter Associates Investment Management LLC
DECREASED
Shares38,299 from 43,800
Change-5,501 (-13%)
Value$1.8K (-$2.1M)
Filed 2026-10-26
Wealthcare Capital Management LLC
INCREASED
Shares37,822 from 37,810
Change+12 (+0%)
Value$1.8M (-$49.1K)
Filed 2026-10-21
SteelPeak Wealth, LLC
DECREASED
Shares34,656 from 37,319
Change-2,663 (-7%)
Value$1.6M (-$173.3K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED
Shares33,791 from 30,980
Change+2,811 (+9%)
Value$1.6M (+$90.4K)
Filed 2026-11-03
Blueprint Investment Partners LLC
DECREASED
Shares33,695 from 34,955
Change-1,260 (-4%)
Value$1.6M (-$104.7K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares33,695 from 34,955
Change-1,260 (-4%)
Value$1.6M (-$104.7K)
Filed 2026-10-28
FC Advisory LLC
INCREASED
Shares32,645 from 32,466
Change+179 (+1%)
Value$1.5M (-$34.3K)
Filed 2026-10-05
Traveka Wealth, LLC
INCREASED
Shares31,477 from 31,473
Change+4 (+0%)
Value$1.5M (-$41.2K)
Filed 2026-10-19
McNaughton Wealth Management, LLC
DECREASED
Shares31,323 from 46,166
Change-14,843 (-32%)
Value$1.5M (-$753.1K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares31,023 from 33,901
Change-2,878 (-8%)
Value$1.4M (-$178.8K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares31,009 from 32,279
Change-1,270 (-4%)
Value$1.4M (-$101.7K)
Filed 2026-11-04
Westside Investment Management, Inc.
DECREASED
Shares30,822 from 32,391
Change-1,569 (-5%)
Value$1.4M (-$115.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares30,658 from 33,389
Change-2,731 (-8%)
Value$1.4K (-$1.6M)
Filed 2026-11-02
Versant Capital Management, Inc
DECREASED
Shares29,855 from 31,265
Change-1,410 (-5%)
Value$1.4M (-$106.9K)
Filed 2026-10-02
Detalus Advisors, LLC
DECREASED
Shares29,806 from 45,737
Change-15,931 (-35%)
Value$1.4M (-$803.3K)
Filed 2026-10-15
Hurlow Wealth Management Group, Inc.
DECREASED
Shares29,773 from 31,219
Change-1,446 (-5%)
Value$1.4M (-$108.5K)
Filed 2026-10-29
Opal Wealth Advisors, LLC
DECREASED
Shares29,000 from 29,063
Change-63 (0%)
Value$1.4M (-$41.2K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
INCREASED
Shares28,870 from 24,605
Change+4,265 (+17%)
Value$1.3M (+$166.6K)
Filed 2026-10-06
Capital Advisors Wealth Management, LLC
INCREASED
Shares28,849 from 20,775
Change+8,074 (+39%)
Value$1.3M (+$349.3K)
Filed 2026-10-09
Voisard Asset Management Group, Inc.
UNCHANGED
Shares28,545 from 28,545
Change0 (0%)
Value$1.3M (-$37.5K)
Filed 2026-10-13
Wealth Forward, LLC
NEW
Shares27,825
Change+27,825
Value$1.3M
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares26,836 from 30,212
Change-3,376 (-11%)
Value$1.3M (-$197.2K)
Filed 2026-10-07
Eagle Strategies LLC
DECREASED
Shares26,370 from 30,231
Change-3,861 (-13%)
Value$1.2M (-$219.9K)
Filed 2026-10-16
Aviance Capital Partners, LLC
INCREASED
Shares26,034 from 24,796
Change+1,238 (+5%)
Value$1.2M (+$25.2K)
Filed 2026-10-29
Cypress Financial Planning LLC
INCREASED
Shares25,604 from 22,984
Change+2,620 (+11%)
Value$1.2M (+$92.0K)
Filed 2026-10-09
Aquire Wealth Advisors, LLC
DECREASED
Shares24,087 from 26,806
Change-2,719 (-10%)
Value$1.1M (-$162.1K)
Filed 2026-10-23
Veratis Advisors, Inc.
INCREASED
Shares23,373 from 22,498
Change+875 (+4%)
Value$1.1M (+$11.2K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares21,990 from 22,010
Change-20 (0%)
Value$1.0M (-$29.9K)
Filed 2026-10-23
Prairiewood Capital, LLC
INCREASED
Shares21,982 from 19,630
Change+2,352 (+12%)
Value$1.0M (+$83.9K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED
Shares21,868 from 34,536
Change-12,668 (-37%)
Value$1.0M (-$636.4K)
Filed 2026-11-03
Rare Wolf Capital LLC
DECREASED
Shares21,058 from 25,693
Change-4,635 (-18%)
Value$982.4K (-$250.0K)
Filed 2026-10-20
Foronjy Financial LLC
DECREASED
Shares20,496 from 26,504
Change-6,008 (-23%)
Value$956.2K (-$315.1K)
Filed 2026-10-14
Simon Quick Advisors, LLC
DECREASED
Shares20,354 from 29,040
Change-8,686 (-30%)
Value$949.5K (-$443.4K)
Filed 2026-10-26
StoneX Group Inc.
NEW
Shares20,198
Change+20,198
Value$956.6K
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares20,035 from 6,552
Change+13,483 (+206%)
Value$934.6K (+$620.4K)
Filed 2026-10-05
Omega Financial Group, LLC
DECREASED
Shares19,627 from 20,552
Change-925 (-4%)
Value$915.6K (-$70.2K)
Filed 2026-10-29
Prosperity Planning, Inc.
INCREASED
Shares19,615 from 19,457
Change+158 (+1%)
Value$915.0K (-$18.2K)
Filed 2026-10-09
Confluence Investment Management LLC
INCREASED
Shares19,437 from 19,435
Change+2 (+0%)
Value$906.7K (-$25.5K)
Filed 2026-10-01
Brown Wealth Management, LLC
INCREASED
Shares18,763 from 18,138
Change+625 (+3%)
Value$875.3K (+$5.3K)
Filed 2026-10-20
Johnson Financial Group, LLC
DECREASED
Shares18,613 from 25,491
Change-6,878 (-27%)
Value$868.3K (-$354.4K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares18,245 from 18,199
Change+46 (+0%)
Value$851.1K (-$21.8K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares17,540 from 19,904
Change-2,364 (-12%)
Value$818.2K (-$136.4K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED
Shares17,454 from 17,454
Change0 (0%)
Value$814.2K (-$23.0K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
DECREASED
Shares17,399 from 18,085
Change-686 (-4%)
Value$811.7K (-$55.8K)
Filed 2026-10-27
Friedenthal Financial
INCREASED
Shares17,163 from 16,705
Change+458 (+3%)
Value$800.7K (-$602)
Filed 2026-10-27
BCS Wealth Management
INCREASED
Shares16,692 from 16,685
Change+7 (+0%)
Value$778.7K (-$21.6K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
INCREASED
Shares16,436 from 15,224
Change+1,212 (+8%)
Value$779.7K (+$49.5K)
Filed 2026-11-02
L.K. Benson & Company, P.C.
INCREASED
Shares16,209 from 15,787
Change+422 (+3%)
Value$756.2K (-$1.1K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares16,052 from 5,911
Change+10,141 (+172%)
Value$748.8K (+$465.3K)
Filed 2026-10-29
Verus Financial Partners, Inc.
NEW
Shares16,047
Change+16,047
Value$748.6K
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares15,912 from 15,858
Change+54 (+0%)
Value$742.3K (-$18.3K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares15,626 from 6,579
Change+9,047 (+138%)
Value$730 (-$315.3K)
Filed 2026-11-05
QP Wealth Management, LLC
DECREASED
Shares15,484 from 16,117
Change-633 (-4%)
Value$722.3K (-$50.7K)
Filed 2026-10-20
Wakefield Asset Management Lllp
INCREASED
Shares15,115 from 11,661
Change+3,454 (+30%)
Value$705.1K (+$145.8K)
Filed 2026-11-05
Legacy Solutions, LLC
DECREASED
Shares14,991 from 15,334
Change-343 (-2%)
Value$699.3K (-$36.2K)
Filed 2026-10-07
Mather Group, Llc.
DECREASED
Shares14,830 from 15,383
Change-553 (-4%)
Value$691.8K (-$46.0K)
Filed 2026-10-14
Parcion Private Wealth LLC
UNCHANGED
Shares14,019 from 14,019
Change0 (0%)
Value$654.0K (-$18.4K)
Filed 2026-10-28
RMR Wealth Builders
INCREASED
Shares13,267 from 13,142
Change+125 (+1%)
Value$618.9K (-$11.5K)
Filed 2026-10-22
Peak Wealth Management LLC
NEW
Shares13,228
Change+13,228
Value$622.1K
Filed 2026-10-26
Advisor OS, LLC
INCREASED
Shares13,045 from 12,825
Change+220 (+2%)
Value$608.5K (-$6.6K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares12,942
Change+12,942
Value$603.8K
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares12,621 from 12,446
Change+175 (+1%)
Value$588.8K (-$8.2K)
Filed 2026-10-20
Kwmg, LLC
DECREASED
Shares12,613 from 28,974
Change-16,361 (-56%)
Value$588.4K (-$801.3K)
Filed 2026-10-07
Anson Capital, Inc.
DECREASED
Shares12,588 from 15,267
Change-2,679 (-18%)
Value$587.2K (-$145.1K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
UNCHANGED
Shares11,825 from 11,825
Change0 (0%)
Value$551.6K (-$15.6K)
Filed 2026-10-08
Moneywise, Inc.
DECREASED
Shares11,625 from 12,452
Change-827 (-7%)
Value$542.3K (-$55.0K)
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares11,341 from 2,194
Change+9,147 (+417%)
Value$529.1K (+$423.8K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED
Shares11,151 from 19,775
Change-8,624 (-44%)
Value$520.2K (-$428.3K)
Filed 2026-10-21
Wealth Management Resources, Inc.
UNCHANGED
Shares10,668 from 10,668
Change0 (0%)
Value$497.6K (-$14.0K)
Filed 2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED
Shares10,477 from 10,392
Change+85 (+1%)
Value$488.8K (-$9.7K)
Filed 2026-10-23
Transcendent Capital Group LLC
DECREASED
Shares10,453 from 18,023
Change-7,570 (-42%)
Value$487.7K (-$376.8K)
Filed 2026-10-28
Altus Wealth Management, LLC
UNCHANGED
Shares10,379 from 10,379
Change0 (0%)
Value$484.2K (-$13.6K)
Filed 2026-10-13
Avant Financial Advisors LLC
INCREASED
Shares10,256 from 9,056
Change+1,200 (+13%)
Value$478.4K (+$44.1K)
Filed 2026-11-02
APS Management Group, Inc.
DECREASED
Shares10,014 from 10,620
Change-606 (-6%)
Value$467.1K (-$42.2K)
Filed 2026-10-14
Rockland Trust Co
NEW
Shares9,875
Change+9,875
Value$460.7K
Filed 2026-10-05
Boston Trust Walden Corp
UNCHANGED
Shares9,766 from 9,766
Change0 (0%)
Value$455.6K (-$12.8K)
Filed 2026-10-30
MY Wealth Management Inc.
UNCHANGED
Shares9,743 from 9,743
Change0 (0%)
Value$454.5K (-$12.8K)
Filed 2026-10-21
Penobscot Wealth Management
NEW
Shares9,677
Change+9,677
Value$451.4K
Filed 2026-10-21
D.A. Davidson & Co.
NEW
Shares9,613
Change+9,613
Value$448.4K
Filed 2026-10-28
Capital Advisors, Ltd. LLC
UNCHANGED
Shares9,097 from 9,097
Change0 (0%)
Value$424 (-$12)
Filed 2026-10-27
Riversedge Advisors, LLC
DECREASED
Shares8,871 from 9,185
Change-314 (-3%)
Value$413.9K (-$26.7K)
Filed 2026-10-09
Wedbush Securities Inc
INCREASED
Shares8,813 from 6,313
Change+2,500 (+40%)
Value$411 (-$302.6K)
Filed 2026-10-22
Evensky & Katz LLC
INCREASED
Shares8,785 from 8,128
Change+657 (+8%)
Value$410 (-$389.6K)
Filed 2026-10-27
Northwest Wealth Management, LLC
UNCHANGED
Shares8,744 from 8,744
Change0 (0%)
Value$407.9K (-$11.5K)
Filed 2026-10-30
Phillip James Consulting Co.
INCREASED
Shares8,614 from 7,382
Change+1,232 (+17%)
Value$401.8K (+$47.8K)
Filed 2026-11-03
IFG Advisors, LLC
INCREASED
Shares8,412 from 8,401
Change+11 (+0%)
Value$392.4K (-$10.5K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
NEW
Shares8,342
Change+8,342
Value$389.2K
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares8,146 from 11,434
Change-3,288 (-29%)
Value$380.0K (-$168.4K)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
DECREASED
Shares8,135 from 9,261
Change-1,126 (-12%)
Value$379.5K (-$64.7K)
Filed 2026-10-21
XML Financial, LLC
UNCHANGED
Shares7,840 from 7,840
Change0 (0%)
Value$365.7K (-$10.3K)
Filed 2026-10-29
1834 Investment Advisors Co
UNCHANGED
Shares7,776 from 7,776
Change0 (0%)
Value$362.8K (-$10.2K)
Filed 2026-10-16
Burk Holdings LLC
INCREASED
Shares7,743 from 7,002
Change+741 (+11%)
Value$361.2K (+$25.4K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
DECREASED
Shares7,564 from 8,401
Change-837 (-10%)
Value$352.9K (-$50.1K)
Filed 2026-10-19
SigFig Wealth Management, LLC
INCREASED
Shares7,552 from 5,369
Change+2,183 (+41%)
Value$352.3K (+$94.8K)
Filed 2026-10-07
KFA Private Wealth Group, LLC
UNCHANGED
Shares7,426 from 7,426
Change0 (0%)
Value$346.4K (-$9.8K)
Filed 2026-10-07
Cap Partners, LLC
INCREASED
Shares7,363 from 7,334
Change+29 (+0%)
Value$343.5K (-$8.3K)
Filed 2026-10-19
RFG Advisory, LLC
NEW
Shares7,178
Change+7,178
Value$334.8K
Filed 2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED
Shares7,080 from 7,080
Change0 (0%)
Value$330.3K (-$9.3K)
Filed 2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares7,051 from 6,831
Change+220 (+3%)
Value$328.9K (+$1.3K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares6,896 from 6,896
Change0 (0%)
Value$321.7K (-$9.1K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares6,883 from 6,673
Change+210 (+3%)
Value$321.1K (+$1.0K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares6,619 from 6,575
Change+44 (+1%)
Value$308.8K (-$6.6K)
Filed 2026-10-20
First Horizon Corp
UNCHANGED
Shares6,592 from 6,592
Change0 (0%)
Value$307.5K (-$8.7K)
Filed 2026-10-26
Krane Financial Solutions LLC
INCREASED
Shares6,562 from 6,289
Change+273 (+4%)
Value$306.1K (+$4.4K)
Filed 2026-10-30
Keybank National Association
UNCHANGED
Shares6,519 from 6,519
Change0 (0%)
Value$304.1K (-$8.6K)
Filed 2026-11-04
New Perspectives, Inc
UNCHANGED
Shares6,491 from 6,491
Change0 (0%)
Value$302.8K (-$8.5K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares6,434 from 6,784
Change-350 (-5%)
Value$300.1K (-$25.2K)
Filed 2026-10-13
Fulton Bank, N.A.
DECREASED
Shares6,151 from 7,311
Change-1,160 (-16%)
Value$286.9K (-$63.7K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares5,968 from 6,174
Change-206 (-3%)
Value$278.4K (-$17.7K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares5,944 from 6,250
Change-306 (-5%)
Value$277.3K (-$22.5K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares5,831 from 5,990
Change-159 (-3%)
Value$272.0K (-$15.3K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares5,799 from 7,409
Change-1,610 (-22%)
Value$270.5K (-$84.8K)
Filed 2026-10-21
Fullerton Advisors, LLC
DECREASED
Shares5,584 from 6,182
Change-598 (-10%)
Value$260.5K (-$36.0K)
Filed 2026-10-14
HUB Investment Partners, LLC
UNCHANGED
Shares5,551 from 5,551
Change0 (0%)
Value$259.0K (-$7.3K)
Filed 2026-11-03
Pacific Park Financial, Inc.
NEW
Shares5,510
Change+5,510
Value$257.0K
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares5,386 from 18,421
Change-13,035 (-71%)
Value$251.3K (-$632.3K)
Filed 2026-11-05
VestGen Advisors, LLC
INCREASED
Shares5,361 from 5,325
Change+36 (+1%)
Value$250.1K (-$5.3K)
Filed 2026-10-27
Tennessee Valley Asset Management Partners
INCREASED
Shares5,279 from 5,016
Change+263 (+5%)
Value$246.2K (+$5.7K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
INCREASED
Shares5,078 from 4,516
Change+562 (+12%)
Value$236.9K (+$20.3K)
Filed 2026-10-21
Net Worth Advisory Group
INCREASED
Shares4,930 from 4,814
Change+116 (+2%)
Value$230.5K (-$408)
Filed 2026-10-20
Linscomb Wealth, Inc.
UNCHANGED
Shares4,909 from 4,909
Change0 (0%)
Value$229.0K (-$6.5K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares4,863 from 6,752
Change-1,889 (-28%)
Value$226.9K (-$97.0K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares4,832 from 5,150
Change-318 (-6%)
Value$225.4K (-$21.6K)
Filed 2026-10-19
Globalt Investments LLC / GA
UNCHANGED
Shares4,685 from 4,685
Change0 (0%)
Value$218.6K (-$6.2K)
Filed 2026-10-27
Mullooly Asset Management, Inc.
INCREASED
Shares4,559 from 4,528
Change+31 (+1%)
Value$212.7K (-$4.5K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares3,261 from 3,261
Change0 (0%)
Value$152.1K (-$4.3K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares3,056
Change+3,056
Value$142.6K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares2,851 from 3,146
Change-295 (-9%)
Value$133.0K (-$17.9K)
Filed 2026-10-05
Jacobi Capital Management LLC
NEW
Shares2,605
Change+2,605
Value$121.5K
Filed 2026-11-05
Rossmore Private Capital
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$102.4K (-$2.9K)
Filed 2026-10-27
Bfsg, LLC
DECREASED
Shares1,560 from 1,563
Change-3 (0%)
Value$72.8K (-$2.2K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,506
Change+1,506
Value$70.3K
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$62.9K (-$1.8K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,225 from 1,350
Change-125 (-9%)
Value$57.1K (-$7.6K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares1,217
Change+1,217
Value$56.8K
Filed 2026-10-19
SJS Investment Consulting Inc.
NEW
Shares1,205
Change+1,205
Value$56.2K
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares1,160
Change+1,160
Value$54.1K
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares1,074 from 1,067
Change+7 (+1%)
Value$50.1K (-$1.1K)
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares975 from 992
Change-17 (-2%)
Value$45.5K (-$2.1K)
Filed 2026-10-14
First United Bank & Trust
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$36.2K (-$1.0K)
Filed 2026-10-22
Richardson Financial Services Inc.
DECREASED
Shares688 from 689
Change-1 (0%)
Value$32.1K (-$953)
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares685 from 688
Change-3 (0%)
Value$32.0K (-$1.0K)
Filed 2026-11-05
Eukles Asset Management
NEW
Shares673
Change+673
Value$31.4K
Filed 2026-11-04
Balentine LLC
NEW
Shares565
Change+565
Value$26.4K
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$25.4K (-$717)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares490 from 530
Change-40 (-8%)
Value$22.9K (-$2.6K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$22.4K (-$632)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$22.2K (-$627)
Filed 2026-10-22
North Star Investment Management Corp.
NEW
Shares457
Change+457
Value$21.3K
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares452 from 547
Change-95 (-17%)
Value$21.1K (-$5.2K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares398 from 395
Change+3 (+1%)
Value$18.5K (-$447)
Filed 2026-10-30
Valley Wealth Managers, Inc.
NEW
Shares373
Change+373
Value$17.4K
Filed 2026-10-09
Winthrop Capital Management, LLC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$15.7K (-$326)
Filed 2026-11-05
Main Street Group, LTD
INCREASED
Shares328 from 325
Change+3 (+1%)
Value$15.3K (-$326)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares315 from 474
Change-159 (-34%)
Value$14.7K (-$8.0K)
Filed 2026-10-08
WPG Advisers, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$12.2K (-$345)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares248 from 53
Change+195 (+368%)
Value$11.6K (+$9.0K)
Filed 2026-10-29
Pillar Financial Advisors, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$7.7K (-$219)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares164 from 53
Change+111 (+209%)
Value$7.7K (+$5.1K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$7.6K (-$214)
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$6.3K (-$176)
Filed 2026-10-06
Signaturefd, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$4.5K (-$126)
Filed 2026-10-23
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.7K (-$106)
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.6K (-$101)
Filed 2026-10-05
High Note Wealth, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.4K (-$94)
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.2K (-$46)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$280 (-$8)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$234 (-$6)
Filed 2026-10-23
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 69,577
Change-69,577 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-05
Chesley Taft & Associates LLC
CLOSED
Shares0 from 41,922
Change-41,922 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 29,693
Change-29,693 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
PFW Advisors LLC
CLOSED
Shares0 from 12,063
Change-12,063 (-100%)
Value$0 (-$578.6K)
Filed 2026-10-07
TritonPoint Partners, LLC
CLOSED
Shares0 from 9,236
Change-9,236 (-100%)
Value$0 (-$443.0K)
Filed 2026-11-05
RMG Wealth Management LLC
CLOSED
Shares0 from 8,544
Change-8,544 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-26
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 5,929
Change-5,929 (-100%)
Value$0 (-$284.4K)
Filed 2026-11-03
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 4,644
Change-4,644 (-100%)
Value$0 (-$222.8K)
Filed 2026-10-14
Hardin Capital Partners, LLC
CLOSED
Shares0 from 4,257
Change-4,257 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 4,233
Change-4,233 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$48.0K)
Filed 2026-10-22
NBT Bank, N.A.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$24.0K)
Filed 2026-10-21
Davis Capital Management
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-08
Cornerstone Planning Group LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-16
Central Trust Co
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-04
Country Trust Bank
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 21,768,088
Change-21,768,088 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,404,372
Change-5,404,372 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,498,236
Change-3,498,236 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,144,684
Change-3,144,684 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,389,309
Change-2,389,309 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,299,297
Change-2,299,297 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,970,720
Change-1,970,720 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,648,710
Change-1,648,710 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,415,493
Change-1,415,493 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,357,212
Change-1,357,212 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,170,165
Change-1,170,165 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 677,616
Change-677,616 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 492,292
Change-492,292 (-100%)
Value—
UBS Group AG
N/A
Shares— from 485,685
Change-485,685 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 361,054
Change-361,054 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 327,015
Change-327,015 (-100%)
Value—
Betterment LLC
N/A
Shares— from 291,079
Change-291,079 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 280,152
Change-280,152 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 268,727
Change-268,727 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 228,444
Change-228,444 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 205,412
Change-205,412 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 197,418
Change-197,418 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 186,016
Change-186,016 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 181,109
Change-181,109 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 158,979
Change-158,979 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 149,790
Change-149,790 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 146,608
Change-146,608 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 139,157
Change-139,157 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 118,097
Change-118,097 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 117,928
Change-117,928 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 117,339
Change-117,339 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 111,171
Change-111,171 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 110,515
Change-110,515 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 104,645
Change-104,645 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 98,919
Change-98,919 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 98,851
Change-98,851 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 93,847
Change-93,847 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 86,254
Change-86,254 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 80,113
Change-80,113 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 79,658
Change-79,658 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 74,764
Change-74,764 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 73,072
Change-73,072 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 69,922
Change-69,922 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 66,883
Change-66,883 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 56,084
Change-56,084 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 55,746
Change-55,746 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 53,870
Change-53,870 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 53,232
Change-53,232 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 52,012
Change-52,012 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 48,194
Change-48,194 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 47,023
Change-47,023 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 46,698
Change-46,698 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,972
Change-44,972 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 44,926
Change-44,926 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 42,090
Change-42,090 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 41,708
Change-41,708 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 41,058
Change-41,058 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 40,787
Change-40,787 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 40,653
Change-40,653 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 38,078
Change-38,078 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,807
Change-35,807 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 35,597
Change-35,597 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 35,120
Change-35,120 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,699
Change-34,699 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 33,915
Change-33,915 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 31,759
Change-31,759 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,457
Change-31,457 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,947
Change-30,947 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 30,591
Change-30,591 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 29,400
Change-29,400 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 27,104
Change-27,104 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 26,631
Change-26,631 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 26,492
Change-26,492 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 25,541
Change-25,541 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,405
Change-25,405 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,855
Change-24,855 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 23,605
Change-23,605 (-100%)
Value—
&partners
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 23,108
Change-23,108 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 21,602
Change-21,602 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 21,195
Change-21,195 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 21,019
Change-21,019 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,113
Change-20,113 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 19,842
Change-19,842 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 18,861
Change-18,861 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 18,827
Change-18,827 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,740
Change-18,740 (-100%)
Value—
CNB Bank
N/A
Shares— from 18,721
Change-18,721 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 18,715
Change-18,715 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,993
Change-16,993 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,949
Change-16,949 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 16,458
Change-16,458 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 16,250
Change-16,250 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 14,851
Change-14,851 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,541
Change-13,541 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,816
Change-12,816 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 11,207
Change-11,207 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,931
Change-10,931 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 10,848
Change-10,848 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,729
Change-10,729 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,634
Change-10,634 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,618
Change-10,618 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,741
Change-9,741 (-100%)
Value—
Invst, LLC
N/A
Shares— from 9,683
Change-9,683 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,384
Change-9,384 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,307
Change-9,307 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 8,816
Change-8,816 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,788
Change-8,788 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,081
Change-8,081 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 7,838
Change-7,838 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 7,617
Change-7,617 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 7,585
Change-7,585 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,859
Change-6,859 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,293
Change-5,293 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 533
Change-533 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 294
Change-294 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 213
Change-213 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 146
Change-146 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 41
Change-41 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 38
Change-38 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED826,147749,168+76,979+10%$35.9M$38.5M+$2.6M2026-10-14
Commonwealth Equity Services, LLC
DECREASED642,141648,479-6,338-1%$31.1M$30.0M-$1.1M2026-11-02
Wealthcare Advisory Partners LLC
DECREASED554,718593,505-38,787-7%$28.5M$25.9M-$2.6M2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED540,742507,618+33,124+7%$24.3M$25.2M+$877.8K2026-10-29
Truist Financial Corp
INCREASED265,986197,588+68,398+35%$9.5M$12.4M+$2.9M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED225,739193,450+32,289+17%$9.3M$10.5M+$1.3M2026-10-13
Symmetry Partners, LLC
INCREASED209,903199,906+9,997+5%$9.6M$9.8M+$203.5K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED194,270166,860+27,410+16%$8.0M$9.1M+$1.1M2026-10-27
TD Private Client Wealth LLC
DECREASED192,302201,593-9,291-5%$9.7M$9.0M-$698.5K2026-10-28
Gamma Investing LLC
INCREASED179,58679,121+100,465+127%$3.8M$8.4M+$4.6M2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED175,637198,099-22,462-11%$9.5M$8.2M-$1.3M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED135,367124,171+11,196+9%$6.0M$6.3M+$359.0K2026-10-16
Farther Finance Advisors, LLC
INCREASED127,268122,519+4,749+4%$5.9M$5.9M+$60.4K2026-10-08
Foster Group, Inc.
DECREASED117,759119,145-1,386-1%$5.7M$5.5M-$221.3K2026-10-13
CX Institutional
DECREASED105,6661,121,562-1,015,896-91%$53.8K$4.9K-$48.9K2026-10-02
Cullen T Bankers, Inc.
DECREASED104,966109,399-4,433-4%$5.2M$4.9M-$350.7K2026-10-28
AUA Capital Management, LLC
DECREASED100,099100,483-3840%$4.8M$4.7M-$150.0K2026-10-15
Ackerman Capital Advisors, LLC
DECREASED98,760100,449-1,689-2%$4.8M$4.6M-$210.9K2026-10-30
Chatham Capital Group, Inc.
INCREASED98,57595,375+3,200+3%$4.6M$4.6M+$23.9K2026-10-16
Apella Capital, LLC
INCREASED95,63788,138+7,499+9%$4.2M$4.5M+$241.0K2026-10-08
James Investment Research, Inc.
INCREASED87,06669,944+17,122+24%$3.4M$4.1M+$706.8K2026-10-22
Perigon Wealth Management, LLC
INCREASED85,59225,777+59,815+232%$1.2M$4.0M+$2.8M2026-10-22
RW Investment Management LLC
INCREASED74,87263,821+11,051+17%$3.1M$3.5M+$431.6K2026-11-03
Assetmark, Inc
DECREASED73,93793,901-19,964-21%$4.5M$3.4M-$1.1M2026-10-21
Royal Harbor Partners, LLC
INCREASED70,63268,644+1,988+3%$3.3M$3.3M+$2.5K2026-10-29
Kestra Advisory Services, LLC
DECREASED69,94171,329-1,388-2%$3.4M$3.3M-$158.6K2026-11-02
Paulson Wealth Management Inc.
DECREASED68,21290,179-21,967-24%$4.3M$3.2M-$1.1M2026-11-02
Sage Mountain Advisors LLC
INCREASED67,67045,104+22,566+50%$2.2M$3.2M+$993.4K2026-11-02
Crestwood Advisors Group, LLC
DECREASED62,98366,577-3,594-5%$3.2M$2.9M-$255.2K2026-10-27
TruNorth Capital Management, LLC
DECREASED62,741189,285-126,544-67%$9.1M$2.9M-$6.2M2026-10-14
Ascent Group, LLC
INCREASED62,71752,529+10,188+19%$2.5M$2.9M+$406.2K2026-10-30
McAdam, LLC
DECREASED58,712134,384-75,672-56%$6.4M$2.7M-$3.7M2026-10-21
Eagle Global Advisors LLC
DECREASED56,58359,333-2,750-5%$2.8M$2.6M-$206.3K2026-11-02
Parkside Financial Bank & Trust
INCREASED55,85249,378+6,474+13%$2.4M$2.6M+$237.1K2026-10-27
Elmwood Wealth Management, Inc.
INCREASED54,42247,159+7,263+15%$2.3M$2.5M+$276.8K2026-10-14
Altfest L J & Co Inc
INCREASED54,06545,484+8,581+19%$2.2M$2.5M+$340.5K2026-10-27
Fifth Third Bancorp
INCREASED53,35249,793+3,559+7%$2.4M$2.5M+$100.6K2026-11-05
Old National Bancorp
INCREASED53,22049,556+3,664+7%$2.4M$2.5M+$105.8K2026-10-20
Leisure Capital Management
INCREASED51,65647,883+3,773+8%$2.3M$2.4M+$113.0K2026-11-03
Creative Planning
DECREASED51,50862,263-10,755-17%$3.0M$2.4M-$583.6K2026-11-02
Charles Schwab Trust Co
INCREASED50,28848,394+1,894+4%$2.3M$2.3M+$24.7K2026-10-15
Premier Path Wealth Partners, LLC
INCREASED50,03728,613+21,424+75%$1.4M$2.3M+$961.8K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED47,95148,056-1050%$2.3M$2.2M-$68.1K2026-10-13
LJI Wealth Management, LLC
INCREASED47,22140,336+6,885+17%$1.9M$2.2M+$268.1K2026-10-28
Park Avenue Securities LLC
DECREASED45,06561,848-16,783-27%$3.0M$2.1K-$3.0M2026-10-26
US Bancorp \de\
INCREASED43,83742,962+875+2%$2.1M$2.0M-$15.7K2026-11-05
Boston Standard Wealth Management, LLC
INCREASED43,42042,429+991+2%$2.0M$2.0M-$4.7K2026-10-07
Modera Wealth Management, LLC
INCREASED42,85924,053+18,806+78%$1.2M$2.0M+$845.7K2026-10-28
Davidson Investment Advisors
DECREASED40,48943,357-2,868-7%$2.1M$1.9M-$190.8K2026-10-20
Equita Financial Network, Inc.
INCREASED40,45812,607+27,851+221%$604.7K$1.9M+$1.3M2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED39,58638,947+639+2%$1.9M$1.8M-$21.4K2026-10-23
Hunter Associates Investment Management LLC
DECREASED38,29943,800-5,501-13%$2.1M$1.8K-$2.1M2026-10-26
Wealthcare Capital Management LLC
INCREASED37,82237,810+12+0%$1.8M$1.8M-$49.1K2026-10-21
SteelPeak Wealth, LLC
DECREASED34,65637,319-2,663-7%$1.8M$1.6M-$173.3K2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED33,79130,980+2,811+9%$1.5M$1.6M+$90.4K2026-11-03
Blueprint Investment Partners LLC
DECREASED33,69534,955-1,260-4%$1.7M$1.6M-$104.7K2026-10-28
Blueprint Financial Advisors LLC
DECREASED33,69534,955-1,260-4%$1.7M$1.6M-$104.7K2026-10-28
FC Advisory LLC
INCREASED32,64532,466+179+1%$1.6M$1.5M-$34.3K2026-10-05
Traveka Wealth, LLC
INCREASED31,47731,473+4+0%$1.5M$1.5M-$41.2K2026-10-19
McNaughton Wealth Management, LLC
DECREASED31,32346,166-14,843-32%$2.2M$1.5M-$753.1K2026-10-09
Kestra Private Wealth Services, LLC
DECREASED31,02333,901-2,878-8%$1.6M$1.4M-$178.8K2026-10-30
Citigroup Inc
DECREASED31,00932,279-1,270-4%$1.5M$1.4M-$101.7K2026-11-04
Westside Investment Management, Inc.
DECREASED30,82232,391-1,569-5%$1.6M$1.4M-$115.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED30,65833,389-2,731-8%$1.6M$1.4K-$1.6M2026-11-02
Versant Capital Management, Inc
DECREASED29,85531,265-1,410-5%$1.5M$1.4M-$106.9K2026-10-02
Detalus Advisors, LLC
DECREASED29,80645,737-15,931-35%$2.2M$1.4M-$803.3K2026-10-15
Hurlow Wealth Management Group, Inc.
DECREASED29,77331,219-1,446-5%$1.5M$1.4M-$108.5K2026-10-29
Opal Wealth Advisors, LLC
DECREASED29,00029,063-630%$1.4M$1.4M-$41.2K2026-10-16
Juncture Wealth Strategies, LLC
INCREASED28,87024,605+4,265+17%$1.2M$1.3M+$166.6K2026-10-06
Capital Advisors Wealth Management, LLC
INCREASED28,84920,775+8,074+39%$996.5K$1.3M+$349.3K2026-10-09
Voisard Asset Management Group, Inc.
UNCHANGED28,54528,54500%$1.4M$1.3M-$37.5K2026-10-13
Wealth Forward, LLC
NEW27,825—+27,825——$1.3M—2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED26,83630,212-3,376-11%$1.4M$1.3M-$197.2K2026-10-07
Eagle Strategies LLC
DECREASED26,37030,231-3,861-13%$1.5M$1.2M-$219.9K2026-10-16
Aviance Capital Partners, LLC
INCREASED26,03424,796+1,238+5%$1.2M$1.2M+$25.2K2026-10-29
Cypress Financial Planning LLC
INCREASED25,60422,984+2,620+11%$1.1M$1.2M+$92.0K2026-10-09
Aquire Wealth Advisors, LLC
DECREASED24,08726,806-2,719-10%$1.3M$1.1M-$162.1K2026-10-23
Veratis Advisors, Inc.
INCREASED23,37322,498+875+4%$1.1M$1.1M+$11.2K2026-11-03
Apollon Wealth Management, LLC
DECREASED21,99022,010-200%$1.1M$1.0M-$29.9K2026-10-23
Prairiewood Capital, LLC
INCREASED21,98219,630+2,352+12%$941.6K$1.0M+$83.9K2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED21,86834,536-12,668-37%$1.7M$1.0M-$636.4K2026-11-03
Rare Wolf Capital LLC
DECREASED21,05825,693-4,635-18%$1.2M$982.4K-$250.0K2026-10-20
Foronjy Financial LLC
DECREASED20,49626,504-6,008-23%$1.3M$956.2K-$315.1K2026-10-14
Simon Quick Advisors, LLC
DECREASED20,35429,040-8,686-30%$1.4M$949.5K-$443.4K2026-10-26
StoneX Group Inc.
NEW20,198—+20,198——$956.6K—2026-11-03
Rosenberg Matthew Hamilton
INCREASED20,0356,552+13,483+206%$314.3K$934.6K+$620.4K2026-10-05
Omega Financial Group, LLC
DECREASED19,62720,552-925-4%$985.8K$915.6K-$70.2K2026-10-29
Prosperity Planning, Inc.
INCREASED19,61519,457+158+1%$933.2K$915.0K-$18.2K2026-10-09
Confluence Investment Management LLC
INCREASED19,43719,435+2+0%$932.2K$906.7K-$25.5K2026-10-01
Brown Wealth Management, LLC
INCREASED18,76318,138+625+3%$870.0K$875.3K+$5.3K2026-10-20
Johnson Financial Group, LLC
DECREASED18,61325,491-6,878-27%$1.2M$868.3K-$354.4K2026-11-03
Ritholtz Wealth Management
INCREASED18,24518,199+46+0%$872.9K$851.1K-$21.8K2026-11-05
Choreo, LLC
DECREASED17,54019,904-2,364-12%$954.7K$818.2K-$136.4K2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED17,45417,45400%$837.2K$814.2K-$23.0K2026-11-03
Heritage Wealth Management, Inc.
DECREASED17,39918,085-686-4%$867.4K$811.7K-$55.8K2026-10-27
Friedenthal Financial
INCREASED17,16316,705+458+3%$801.3K$800.7K-$6022026-10-27
BCS Wealth Management
INCREASED16,69216,685+7+0%$800.3K$778.7K-$21.6K2026-11-03
Canvas Wealth Advisors, LLC
INCREASED16,43615,224+1,212+8%$730.2K$779.7K+$49.5K2026-11-02
L.K. Benson & Company, P.C.
INCREASED16,20915,787+422+3%$757.2K$756.2K-$1.1K2026-10-23
Vise Technologies, Inc.
INCREASED16,0525,911+10,141+172%$283.5K$748.8K+$465.3K2026-10-29
Verus Financial Partners, Inc.
NEW16,047—+16,047——$748.6K—2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED15,91215,858+54+0%$760.6K$742.3K-$18.3K2026-11-05
Thrivent Financial for Lutherans
INCREASED15,6266,579+9,047+138%$316.0K$730-$315.3K2026-11-05
QP Wealth Management, LLC
DECREASED15,48416,117-633-4%$773.1K$722.3K-$50.7K2026-10-20
Wakefield Asset Management Lllp
INCREASED15,11511,661+3,454+30%$559.3K$705.1K+$145.8K2026-11-05
Legacy Solutions, LLC
DECREASED14,99115,334-343-2%$735.5K$699.3K-$36.2K2026-10-07
Mather Group, Llc.
DECREASED14,83015,383-553-4%$737.8K$691.8K-$46.0K2026-10-14
Parcion Private Wealth LLC
UNCHANGED14,01914,01900%$672.4K$654.0K-$18.4K2026-10-28
RMR Wealth Builders
INCREASED13,26713,142+125+1%$630.4K$618.9K-$11.5K2026-10-22
Peak Wealth Management LLC
NEW13,228—+13,228——$622.1K—2026-10-26
Advisor OS, LLC
INCREASED13,04512,825+220+2%$615.2K$608.5K-$6.6K2026-11-03
First Affirmative Financial Network
NEW12,942—+12,942——$603.8K—2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED12,62112,446+175+1%$597.0K$588.8K-$8.2K2026-10-20
Kwmg, LLC
DECREASED12,61328,974-16,361-56%$1.4M$588.4K-$801.3K2026-10-07
Anson Capital, Inc.
DECREASED12,58815,267-2,679-18%$732.3K$587.2K-$145.1K2026-10-23
Valeo Financial Advisors, LLC
UNCHANGED11,82511,82500%$567.2K$551.6K-$15.6K2026-10-08
Moneywise, Inc.
DECREASED11,62512,452-827-7%$597.3K$542.3K-$55.0K2026-10-30
Blue Trust, Inc.
INCREASED11,3412,194+9,147+417%$105.3K$529.1K+$423.8K2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED11,15119,775-8,624-44%$948.5K$520.2K-$428.3K2026-10-21
Wealth Management Resources, Inc.
UNCHANGED10,66810,66800%$511.7K$497.6K-$14.0K2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED10,47710,392+85+1%$498.5K$488.8K-$9.7K2026-10-23
Transcendent Capital Group LLC
DECREASED10,45318,023-7,570-42%$864.5K$487.7K-$376.8K2026-10-28
Altus Wealth Management, LLC
UNCHANGED10,37910,37900%$497.8K$484.2K-$13.6K2026-10-13
Avant Financial Advisors LLC
INCREASED10,2569,056+1,200+13%$434.4K$478.4K+$44.1K2026-11-02
APS Management Group, Inc.
DECREASED10,01410,620-606-6%$509.4K$467.1K-$42.2K2026-10-14
Rockland Trust Co
NEW9,875—+9,875——$460.7K—2026-10-05
Boston Trust Walden Corp
UNCHANGED9,7669,76600%$468.4K$455.6K-$12.8K2026-10-30
MY Wealth Management Inc.
UNCHANGED9,7439,74300%$467.3K$454.5K-$12.8K2026-10-21
Penobscot Wealth Management
NEW9,677—+9,677——$451.4K—2026-10-21
D.A. Davidson & Co.
NEW9,613—+9,613——$448.4K—2026-10-28
Capital Advisors, Ltd. LLC
UNCHANGED9,0979,09700%$436$424-$122026-10-27
Riversedge Advisors, LLC
DECREASED8,8719,185-314-3%$440.5K$413.9K-$26.7K2026-10-09
Wedbush Securities Inc
INCREASED8,8136,313+2,500+40%$303.0K$411-$302.6K2026-10-22
Evensky & Katz LLC
INCREASED8,7858,128+657+8%$390.0K$410-$389.6K2026-10-27
Northwest Wealth Management, LLC
UNCHANGED8,7448,74400%$419.4K$407.9K-$11.5K2026-10-30
Phillip James Consulting Co.
INCREASED8,6147,382+1,232+17%$354.1K$401.8K+$47.8K2026-11-03
IFG Advisors, LLC
INCREASED8,4128,401+11+0%$402.9K$392.4K-$10.5K2026-10-15
Sagespring Wealth Partners, LLC
NEW8,342—+8,342——$389.2K—2026-10-22
Strategic Blueprint, LLC
DECREASED8,14611,434-3,288-29%$548.5K$380.0K-$168.4K2026-10-22
Wealthcare Capital Partners, LLC
DECREASED8,1359,261-1,126-12%$444.2K$379.5K-$64.7K2026-10-21
XML Financial, LLC
UNCHANGED7,8407,84000%$376.0K$365.7K-$10.3K2026-10-29
1834 Investment Advisors Co
UNCHANGED7,7767,77600%$373.0K$362.8K-$10.2K2026-10-16
Burk Holdings LLC
INCREASED7,7437,002+741+11%$335.9K$361.2K+$25.4K2026-11-05
Tritonpoint Wealth, LLC
DECREASED7,5648,401-837-10%$403.0K$352.9K-$50.1K2026-10-19
SigFig Wealth Management, LLC
INCREASED7,5525,369+2,183+41%$257.6K$352.3K+$94.8K2026-10-07
KFA Private Wealth Group, LLC
UNCHANGED7,4267,42600%$356.2K$346.4K-$9.8K2026-10-07
Cap Partners, LLC
INCREASED7,3637,334+29+0%$351.8K$343.5K-$8.3K2026-10-19
RFG Advisory, LLC
NEW7,178—+7,178——$334.8K—2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED7,0807,08000%$339.6K$330.3K-$9.3K2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED7,0516,831+220+3%$327.6K$328.9K+$1.3K2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED6,8966,89600%$330.8K$321.7K-$9.1K2026-11-03
Parallel Advisors, LLC
INCREASED6,8836,673+210+3%$320.1K$321.1K+$1.0K2026-11-03
Next Level Private LLC
INCREASED6,6196,575+44+1%$315.4K$308.8K-$6.6K2026-10-20
First Horizon Corp
UNCHANGED6,5926,59200%$316.2K$307.5K-$8.7K2026-10-26
Krane Financial Solutions LLC
INCREASED6,5626,289+273+4%$301.7K$306.1K+$4.4K2026-10-30
Keybank National Association
UNCHANGED6,5196,51900%$312.7K$304.1K-$8.6K2026-11-04
New Perspectives, Inc
UNCHANGED6,4916,49100%$311.3K$302.8K-$8.5K2026-10-14
Independent Financial Group, LLC
DECREASED6,4346,784-350-5%$325.4K$300.1K-$25.2K2026-10-13
Fulton Bank, N.A.
DECREASED6,1517,311-1,160-16%$350.7K$286.9K-$63.7K2026-10-14
IFP Advisors, Inc
DECREASED5,9686,174-206-3%$296.1K$278.4K-$17.7K2026-10-16
Private Trust Co NA
DECREASED5,9446,250-306-5%$299.8K$277.3K-$22.5K2026-10-20
Oppenheimer & Co Inc
DECREASED5,8315,990-159-3%$287.3K$272.0K-$15.3K2026-10-26
Axxcess Wealth Management, LLC
DECREASED5,7997,409-1,610-22%$355.4K$270.5K-$84.8K2026-10-21
Fullerton Advisors, LLC
DECREASED5,5846,182-598-10%$296.5K$260.5K-$36.0K2026-10-14
HUB Investment Partners, LLC
UNCHANGED5,5515,55100%$266.3K$259.0K-$7.3K2026-11-03
Pacific Park Financial, Inc.
NEW5,510—+5,510——$257.0K—2026-10-13
WBH Advisory Inc
DECREASED5,38618,421-13,035-71%$883.6K$251.3K-$632.3K2026-11-05
VestGen Advisors, LLC
INCREASED5,3615,325+36+1%$255.4K$250.1K-$5.3K2026-10-27
Tennessee Valley Asset Management Partners
INCREASED5,2795,016+263+5%$240.6K$246.2K+$5.7K2026-11-03
Pinnacle Bancorp, Inc.
INCREASED5,0784,516+562+12%$216.6K$236.9K+$20.3K2026-10-21
Net Worth Advisory Group
INCREASED4,9304,814+116+2%$230.9K$230.5K-$4082026-10-20
Linscomb Wealth, Inc.
UNCHANGED4,9094,90900%$235.5K$229.0K-$6.5K2026-11-05
Bailard, Inc.
DECREASED4,8636,752-1,889-28%$323.9K$226.9K-$97.0K2026-10-13
CWA Asset Management Group, LLC
DECREASED4,8325,150-318-6%$247.0K$225.4K-$21.6K2026-10-19
Globalt Investments LLC / GA
UNCHANGED4,6854,68500%$224.7K$218.6K-$6.2K2026-10-27
Mullooly Asset Management, Inc.
INCREASED4,5594,528+31+1%$217.2K$212.7K-$4.5K2026-10-30
Spire Wealth Management
UNCHANGED3,2613,26100%$156.4K$152.1K-$4.3K2026-10-30
Balance Wealth Partners LLC
NEW3,056—+3,056——$142.6K—2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED2,8513,146-295-9%$150.9K$133.0K-$17.9K2026-10-05
Jacobi Capital Management LLC
NEW2,605—+2,605——$121.5K—2026-11-05
Rossmore Private Capital
UNCHANGED2,1952,19500%$105.3K$102.4K-$2.9K2026-10-27
Bfsg, LLC
DECREASED1,5601,563-30%$75.0K$72.8K-$2.2K2026-10-30
Latitude Advisors, LLC
NEW1,506—+1,506——$70.3K—2026-10-27
Blume Capital Management, Inc.
UNCHANGED1,3481,34800%$64.7K$62.9K-$1.8K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,2251,350-125-9%$64.8K$57.1K-$7.6K2026-10-23
UMB Private Wealth Management, LLC
NEW1,217—+1,217——$56.8K—2026-10-19
SJS Investment Consulting Inc.
NEW1,205—+1,205——$56.2K—2026-10-26
William Mack & Associates, Inc.
NEW1,160—+1,160——$54.1K—2026-10-27
Golden State Wealth Management, LLC
INCREASED1,0741,067+7+1%$51.2K$50.1K-$1.1K2026-11-02
Hilltop National Bank
DECREASED975992-17-2%$47.6K$45.5K-$2.1K2026-10-14
First United Bank & Trust
UNCHANGED77577500%$37.2K$36.2K-$1.0K2026-10-22
Richardson Financial Services Inc.
DECREASED688689-10%$33.0K$32.1K-$9532026-10-30
Rossby Financial, LCC
DECREASED685688-30%$33.0K$32.0K-$1.0K2026-11-05
Eukles Asset Management
NEW673—+673——$31.4K—2026-11-04
Balentine LLC
NEW565—+565——$26.4K—2026-11-03
Independence Bank of Kentucky
UNCHANGED54554500%$26.1K$25.4K-$7172026-10-26
Lanark Financial, Inc.
DECREASED490530-40-8%$25.4K$22.9K-$2.6K2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED48148100%$23.1K$22.4K-$6322026-11-05
Barrett & Company, Inc.
UNCHANGED47647600%$22.8K$22.2K-$6272026-10-22
North Star Investment Management Corp.
NEW457—+457——$21.3K—2026-10-27
Private Wealth Management Group, LLC
DECREASED452547-95-17%$26.2K$21.1K-$5.2K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED398395+3+1%$18.9K$18.5K-$4472026-10-30
Valley Wealth Managers, Inc.
NEW373—+373——$17.4K—2026-10-09
Winthrop Capital Management, LLC
UNCHANGED33633600%$16.0K$15.7K-$3262026-11-05
Main Street Group, LTD
INCREASED328325+3+1%$15.6K$15.3K-$3262026-10-28
CoreCap Advisors, LLC
DECREASED315474-159-34%$22.7K$14.7K-$8.0K2026-10-08
WPG Advisers, LLC
UNCHANGED26226200%$12.6K$12.2K-$3452026-10-27
Signature Equity Partners, LLC
INCREASED24853+195+368%$2.5K$11.6K+$9.0K2026-10-29
Pillar Financial Advisors, LLC
UNCHANGED16616600%$8.0K$7.7K-$2192026-10-21
EverSource Wealth Advisors, LLC
INCREASED16453+111+209%$2.5K$7.7K+$5.1K2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED16316300%$7.8K$7.6K-$2142026-10-23
Bangor Savings Bank
UNCHANGED13413400%$6.4K$6.3K-$1762026-10-06
Signaturefd, LLC
UNCHANGED969600%$4.6K$4.5K-$1262026-10-23
Nvest Wealth Strategies, Inc.
UNCHANGED808000%$3.8K$3.7K-$1062026-10-14
Eastern Bank
UNCHANGED777700%$3.7K$3.6K-$1012026-10-05
High Note Wealth, LLC
UNCHANGED727200%$3.5K$3.4K-$942026-10-27
Larson Financial Group LLC
UNCHANGED474700%$2.2K$2.2K-$462026-11-05
Gables Capital Management Inc.
UNCHANGED6600%$288$280-$82026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$240$234-$62026-10-23
Ameraudi Asset Management, Inc.
CLOSED069,577-69,577-100%$3.3M$0-$3.3M2026-11-05
Chesley Taft & Associates LLC
CLOSED041,922-41,922-100%$2.0M$0-$2.0M2026-10-13
Strategic Family Wealth Counselors, L.L.C.
CLOSED029,693-29,693-100%$1.4M$0-$1.4M2026-10-29
PFW Advisors LLC
CLOSED012,063-12,063-100%$578.6K$0-$578.6K2026-10-07
TritonPoint Partners, LLC
CLOSED09,236-9,236-100%$443.0K$0-$443.0K2026-11-05
RMG Wealth Management LLC
CLOSED08,544-8,544-100%$213.4K$0-$213.4K2026-10-26
Wellington Shields Capital Management, LLC
CLOSED05,929-5,929-100%$284.4K$0-$284.4K2026-11-03
Boyce & Associates Wealth Consulting, Inc.
CLOSED04,644-4,644-100%$222.8K$0-$222.8K2026-10-14
Hardin Capital Partners, LLC
CLOSED04,257-4,257-100%$204.3K$0-$204.3K2026-10-09
SAX Wealth Advisors, LLC
CLOSED04,233-4,233-100%$202.5K$0-$202.5K2026-10-13
Atlatl Advisers LLC
CLOSED01,000-1,000-100%$48.0K$0-$48.0K2026-10-22
NBT Bank, N.A.
CLOSED0500-500-100%$24.0K$0-$24.0K2026-10-21
Davis Capital Management
CLOSED0450-450-100%$21.6K$0-$21.6K2026-10-08
Cornerstone Planning Group LLC
CLOSED0203-203-100%$9.7K$0-$9.7K2026-10-16
Central Trust Co
CLOSED0173-173-100%$8.3K$0-$8.3K2026-11-05
Simplex Trading, LLC
CLOSED069-69-100%$3.3K$0-$3.3K2026-11-04
Country Trust Bank
CLOSED065-65-100%$3.1K$0-$3.1K2026-10-30
Bank of America Corp
N/A—21,768,088-21,768,088-100%$1.0B———
Goldman Sachs Group Inc
N/A—5,404,372-5,404,372-100%$259.2M———
Wells Fargo & Company
N/A—3,498,236-3,498,236-100%$167.8M———
Northwestern Mutual Wealth Management Co
N/A—3,144,684-3,144,684-100%$150.8M———
Envestnet Asset Management Inc
N/A—2,389,309-2,389,309-100%$114.6M———
Quent Capital, LLC
N/A—2,299,297-2,299,297-100%$110.3M———
Morgan Stanley
N/A—1,970,720-1,970,720-100%$94.5M———
PNC Financial Services Group, Inc.
N/A—1,648,710-1,648,710-100%$79.1M———
Mercer Global Advisors Inc
N/A—1,415,493-1,415,493-100%$67.9M———
United Capital Financial Advisors, LLC
N/A—1,357,212-1,357,212-100%$65.1M———
LPL Financial LLC
N/A—1,170,165-1,170,165-100%$56.1M———
Financial Engines Advisors L.L.C.
N/A—677,616-677,616-100%$32.5M———
Alaska Wealth Advisors, LLC
N/A—492,292-492,292-100%$23.6M———
UBS Group AG
N/A—485,685-485,685-100%$23.3M———
JPMorgan Chase & Co
N/A—361,054-361,054-100%$17.3M———
Stifel Financial Corp
N/A—327,015-327,015-100%$15.7M———
Betterment LLC
N/A—291,079-291,079-100%$14.0M———
Raymond James Financial Inc
N/A—280,152-280,152-100%$13.4M———
Ameriprise Financial Inc
N/A—268,727-268,727-100%$12.9M———
SEI Investments Co
N/A—228,444-228,444-100%$11.0M———
Cetera Investment Advisers
N/A—205,412-205,412-100%$9.9M———
Waverly Advisors, LLC
N/A—197,418-197,418-100%$9.5M———
UMB Bank, n.a.
N/A—186,016-186,016-100%$8.9M———
BlackRock, Inc.
N/A—181,109-181,109-100%$8.7M———
Allworth Financial LP
N/A—158,979-158,979-100%$7.6M———
Trustmark Bank Trust Department
N/A—149,790-149,790-100%$7.2M———
Beacon Pointe Advisors, LLC
N/A—146,608-146,608-100%$7.0M———
NewEdge Advisors, LLC
N/A—139,157-139,157-100%$6.7M———
Royal Bank of Canada
N/A—118,097-118,097-100%$5.7M———
Strategies Wealth Advisors, LLC
N/A—117,928-117,928-100%$5.7M———
MML Investors Services, LLC
N/A—117,339-117,339-100%$5.6M———
Osaic Holdings, Inc.
N/A—111,171-111,171-100%$5.3M———
Cerity Partners LLC
N/A—110,515-110,515-100%$5.3M———
Orion Porfolio Solutions, LLC
N/A—104,645-104,645-100%$5.0M———
Benjamin Edwards Inc
N/A—98,919-98,919-100%$4.7M———
Focus Partners Wealth
N/A—98,851-98,851-100%$4.7M———
Bank of Montreal
N/A—93,847-93,847-100%$4.5M———
Brio Consultants, LLC
N/A—86,254-86,254-100%$4.1M———
Bragg Financial Advisors, Inc
N/A—80,113-80,113-100%$3.8M———
Smithfield Trust Co
N/A—79,658-79,658-100%$3.8M———
Bleakley Financial Group, LLC
N/A—74,764-74,764-100%$3.6M———
Elequin Capital, LP
N/A—73,072-73,072-100%$3.5M———
Janney Montgomery Scott LLC
N/A—69,922-69,922-100%$3.4M———
GenTrust, LLC
N/A—66,883-66,883-100%$3.2M———
Columbia River Financial Group, LLC
N/A—56,084-56,084-100%$2.7M———
Tilson Financial Group, Inc.
N/A—55,746-55,746-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—53,870-53,870-100%$2.6M———
HighTower Advisors, LLC
N/A—53,232-53,232-100%$2.6M———
Focus Partners Advisor Solutions, LLC
N/A—52,012-52,012-100%$2.5M———
Alaska Permanent Capital Management, LLC
N/A—48,194-48,194-100%$2.3M———
Regal Investment Advisors LLC
N/A—47,023-47,023-100%$2.3M———
Independent Advisor Alliance
N/A—46,698-46,698-100%$2.2M———
Mariner, LLC
N/A—44,972-44,972-100%$2.2M———
Precision Wealth Strategies, LLC
N/A—44,926-44,926-100%$2.2M———
Global Retirement Partners, LLC
N/A—42,090-42,090-100%$2.0M———
ST Germain D J Co Inc
N/A—41,708-41,708-100%$2.0M———
Horizon Family Wealth, Inc.
N/A—41,058-41,058-100%$2.0M———
Captrust Financial Advisors
N/A—40,787-40,787-100%$2.0M———
Equitable Holdings, Inc.
N/A—40,653-40,653-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—38,078-38,078-100%$1.8M———
Sanctuary Advisors, LLC
N/A—35,807-35,807-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—35,597-35,597-100%$1.7M———
Merit Financial Group, LLC
N/A—35,120-35,120-100%$1.7M———
Private Advisor Group, LLC
N/A—34,699-34,699-100%$1.7M———
Hancock Whitney Corp
N/A—33,915-33,915-100%$1.6M———
SageView Advisory Group, LLC
N/A—31,759-31,759-100%$1.5M———
Arax Advisory Partners
N/A—31,457-31,457-100%$1.5M———
FMR LLC
N/A—30,947-30,947-100%$1.5M———
Snowden Capital Advisors LLC
N/A—30,591-30,591-100%$1.5M———
Karpus Management, Inc.
N/A—29,400-29,400-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—27,104-27,104-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—26,631-26,631-100%$1.3M———
Savant Capital, LLC
N/A—26,492-26,492-100%$1.3M———
Howe & Rusling Inc
N/A—25,541-25,541-100%$1.2M———
Jones Financial Companies Lllp
N/A—25,405-25,405-100%$1.2M———
AE Wealth Management LLC
N/A—24,855-24,855-100%$1.2M———
Savvy Advisors, Inc.
N/A—23,605-23,605-100%$1.1M———
&partners
N/A—23,400-23,400-100%$1.1M———
First National Bank of Omaha
N/A—23,108-23,108-100%$1.1M———
RiverGlades Family Offices LLC
N/A—21,602-21,602-100%$1.0M———
Staley Capital Advisers Inc
N/A—21,400-21,400-100%$1.0M———
Forefront Wealth Partners, LLC
N/A—21,195-21,195-100%$1.0M———
Freestone Capital Holdings, LLC
N/A—21,019-21,019-100%$1.0M———
Citadel Advisors LLC
N/A—20,113-20,113-100%$964.7K———
Financial Strategies Group, Inc.
N/A—19,842-19,842-100%$947.9K———
Clearstead Advisors, LLC
N/A—18,861-18,861-100%$904.7K———
Crews Bank & Trust
N/A—18,827-18,827-100%$903.0K———
Mutual Advisors, LLC
N/A—18,740-18,740-100%$898.9K———
CNB Bank
N/A—18,721-18,721-100%$898.0K———
Vista Investment Management
N/A—18,715-18,715-100%$897.7K———
Quantinno Capital Management LP
N/A—16,993-16,993-100%$815.1K———
Nicolet Bankshares Inc
N/A—16,949-16,949-100%$812.3K———
PAX Financial Group, LLC
N/A—16,458-16,458-100%$789.4K———
Clearwater Capital Advisors, LLC
N/A—16,250-16,250-100%$779.4K———
IHT Wealth Management, LLC
N/A—15,958-15,958-100%$765.4K———
Sunflower Bank, N.A.
N/A—14,851-14,851-100%$712.3K———
NewEdge Wealth, LLC
N/A—13,541-13,541-100%$649.5K———
Dakota Wealth Management
N/A—13,205-13,205-100%$633.4K———
Lazard Asset Management LLC
N/A—13,000-13,000-100%$623.5K———
Capital Analysts, LLC
N/A—12,816-12,816-100%$614.0K———
Steward Partners Investment Advisory, LLC
N/A—12,719-12,719-100%$610.1K———
Mayflower Financial Advisors, LLC
N/A—12,486-12,486-100%$598.9K———
IFG Advisory, LLC
N/A—11,421-11,421-100%$547.8K———
One Capital Management, LLC
N/A—11,207-11,207-100%$536.0K———
Blair William & Co
N/A—10,931-10,931-100%$524.3K———
Legacy Wealth Managment, LLC
N/A—10,848-10,848-100%$520.3K———
Gateway Wealth Partners, LLC
N/A—10,729-10,729-100%$514.6K———
Wealthspire Advisors, LLC
N/A—10,653-10,653-100%$511.0K———
Arkadios Wealth Advisors
N/A—10,634-10,634-100%$510.1K———
Rehmann Capital Advisory Group
N/A—10,618-10,618-100%$509.3K———
Curi Capital, LLC
N/A—10,399-10,399-100%$498.8K———
Northern Trust Corp
N/A—10,185-10,185-100%$488.5K———
CIBC Bancorp USA Inc.
N/A—9,741-9,741-100%$467.2K———
Invst, LLC
N/A—9,683-9,683-100%$464.4K———
Lifeworks Advisors, LLC
N/A—9,384-9,384-100%$450.1K———
Advisory Services Network, LLC
N/A—9,307-9,307-100%$446.4K———
MAI Capital Management
N/A—9,150-9,150-100%$438.9K———
Seeds Investor LLC
N/A—8,816-8,816-100%$422.8K———
M&T Bank Corp
N/A—8,788-8,788-100%$421.5K———
Continuum Advisory, LLC
N/A—8,541-8,541-100%$409.6K———
Essex Financial Services, Inc.
N/A—8,465-8,465-100%$406.0K———
Pinnacle Financial Partners, Inc.
N/A—8,361-8,361-100%$401.1K———
World Investment Advisors
N/A—8,081-8,081-100%$387.6K———
Deutsche Bank Ag\
N/A—7,838-7,838-100%$376.0K———
Atlas Legacy Advisors, LLC
N/A—7,617-7,617-100%$365.3K———
Wealthfront Advisers LLC
N/A—7,585-7,585-100%$363.8K———
Icon Wealth Advisors, LLC
N/A—7,271-7,271-100%$348.8K———
Rock Point Advisors, LLC
N/A—7,250-7,250-100%$347.7K———
Cascade Financial Partners, LLC
N/A—6,944-6,944-100%$333.1K———
Stratos Wealth Partners, Ltd.
N/A—6,859-6,859-100%$329.0K———
Bartlett & Co. Wealth Management LLC
N/A—6,800-6,800-100%$326.2K———
Keener Financial Planning LLC
N/A—6,607-6,607-100%$316.0K———
Level Four Advisory Services, LLC
N/A—6,374-6,374-100%$305.8K———
HRT Financial LP
N/A—6,070-6,070-100%$291.0K———
Strategic Wealth Partners, Ltd.
N/A—6,039-6,039-100%$289.7K———
N.E.W. Advisory Services LLC
N/A—5,872-5,872-100%$281.7K———
Manning & Napier Advisors LLC
N/A—5,862-5,862-100%$281.2K———
Sequoia Financial Advisors, LLC
N/A—5,793-5,793-100%$277.9K———
Fortis Capital Management LLC
N/A—5,699-5,699-100%$273.4K———
Aptus Capital Advisors, LLC
N/A—5,671-5,671-100%$272.0K———
Quotient Wealth Partners, LLC
N/A—5,581-5,581-100%$267.7K———
Stock Yards Bank & Trust Co
N/A—5,366-5,366-100%$257.4K———
Marshall Financial Group, LLC
N/A—5,293-5,293-100%$253.9K———
Topsail Wealth Management, LLC
N/A—5,239-5,239-100%$251.3K———
Keebeck Wealth Management
N/A—4,823-4,823-100%$231.3K———
Kesler, Norman & Wride, LLC
N/A—4,650-4,650-100%$223.0K———
Clarity Financial LLC
N/A—4,525-4,525-100%$217.0K———
Octavia Wealth Advisors, LLC
N/A—4,452-4,452-100%$213.5K———
Capital Advisors Inc
N/A—4,325-4,325-100%$207.4K———
Nuveen, LLC
N/A—4,224-4,224-100%$202.6K———
Principal Securities, Inc.
N/A—4,205-4,205-100%$201.7K———
Smartleaf Asset Management LLC
N/A—3,393-3,393-100%$162.8K———
BFC Planning, Inc.
N/A—2,253-2,253-100%$108.1K———
Harbour Investments, Inc.
N/A—2,112-2,112-100%$101.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—2,100-2,100-100%$100.7K———
WealthShield Partners, LLC
N/A—1,712-1,712-100%$82.1K———
BNP Paribas Financial Markets
N/A—1,508-1,508-100%$72.3K———
Frazier Financial Advisors, LLC
N/A—1,440-1,440-100%$69.1K———
O'shaughnessy Asset Management, LLC
N/A—1,384-1,384-100%$66.4K———
Geneos Wealth Management Inc.
N/A—1,235-1,235-100%$59.2K———
Private Wealth Asset Management, LLC
N/A—818-818-100%$39.2K———
UBS Asset Management Americas LLC
N/A—796-796-100%$38.2K———
LGT Financial Advisors LLC
N/A—731-731-100%$35.1K———
Ameriflex Group, Inc.
N/A—537-537-100%$25.8K———
Hollencrest Capital Management
N/A—533-533-100%$25.6K———
Brown Brothers Harriman & Co
N/A—500-500-100%$24.0K———
Ameritas Advisory Services, LLC
N/A—378-378-100%$18.1K———
Fiduciary Financial Advisors
N/A—294-294-100%$14.1K———
Vision Retirement, LLC
N/A—279-279-100%$13.4K———
Whittier Trust Co of Nevada Inc
N/A—213-213-100%$10.2K———
Greykasell Wealth Strategies, Inc.
N/A—199-199-100%$9.6K———
Park Place Capital Corp
N/A—146-146-100%$7.0K———
Crewe Advisors LLC
N/A—133-133-100%$6.4K———
Ameritas Investment Partners, Inc.
N/A—130-130-100%$6.2K———
Front Row Advisors LLC
N/A—120-120-100%$5.7K———
RED Reef Advisors LLC
N/A—116-116-100%$5.6K———
Glen Eagle Advisors, LLC
N/A—73-73-100%$3.5K———
HighMark Wealth Management LLC
N/A—69-69-100%$3.3K———
Rothschild Investment LLC
N/A—69-69-100%$3.3K———
Delos Wealth Advisors, LLC
N/A—59-59-100%$2.8K———
Integrity Financial Corp
N/A—41-41-100%$2.0K———
Huntington National Bank
N/A—38-38-100%$1.8K———
Russell Investments Group, Ltd.
N/A—14-14-100%$654———
Tower Research Capital LLC (TRC)
N/A—5-5-100%$240———
Showing 420 of 420 institutions