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SS Real Estate Select Sector (XLRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares55,542,434 from 51,785,146
Change+3,757,288 (+7%)
Value$2.3B (-$7.9M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares4,432,502 from 4,632,026
Change-199,524 (-4%)
Value$181.3M (-$22.6M)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED
Shares3,607,500 from 3,392,096
Change+215,404 (+6%)
Value$147.6M (-$1.8M)
Filed 2026-10-27
Vanderbilt University
INCREASED
Shares2,046,637 from 2,029,067
Change+17,570 (+1%)
Value$83.7M (-$5.6M)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares1,869,686 from 1,681,059
Change+188,627 (+11%)
Value$76.5M (+$2.5M)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,569,856 from 1,650,772
Change-80,916 (-5%)
Value$64.2M (-$8.5M)
Filed 2026-10-28
Parcion Private Wealth LLC
INCREASED
Shares1,077,989 from 1,057,053
Change+20,936 (+2%)
Value$44.1M (-$2.4M)
Filed 2026-10-28
Phoenix Financial Ltd.
UNCHANGED
Shares1,063,204 from 1,063,204
Change0 (0%)
Value$43.5M (-$3.3M)
Filed 2026-11-09
Impact Partnership Wealth, LLC
NEW
Shares975,448
Change+975,448
Value$39.9M
Filed 2026-11-09
Thrivent Financial for Lutherans
INCREASED
Shares731,869 from 709,705
Change+22,164 (+3%)
Value$29.9K (-$31.2M)
Filed 2026-11-05
Warwick Investment Management, Inc.
INCREASED
Shares671,910 from 667,825
Change+4,085 (+1%)
Value$27.5M (-$1.9M)
Filed 2026-10-19
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares593,840 from 558,459
Change+35,381 (+6%)
Value$24.3M (-$294.9K)
Filed 2026-10-29
Auto-Owners Insurance Co
UNCHANGED
Shares584,048 from 584,048
Change0 (0%)
Value$23.9M (-$1.8M)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares538,282 from 401,671
Change+136,611 (+34%)
Value$22.0M (+$4.2M)
Filed 2026-11-06
Dean, Jacobson Financial Services, LLC
INCREASED
Shares534,589 from 527,828
Change+6,761 (+1%)
Value$21.9M (-$1.4M)
Filed 2026-10-29
HighTower Advisors, LLC
DECREASED
Shares505,065 from 570,721
Change-65,656 (-11%)
Value$20.7M (-$4.5M)
Filed 2026-11-10
Meitav Investment House LTD
UNCHANGED
Shares448,499 from 448,499
Change0 (0%)
Value$18.3M (-$1.4M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares430,217 from 428,008
Change+2,209 (+1%)
Value$17.6M (-$1.5M)
Filed 2026-10-13
Capital Wealth Management, LLC
INCREASED
Shares407,901 from 387,611
Change+20,290 (+5%)
Value$16.7M (-$379.3K)
Filed 2026-10-27
Prentice Wealth Management LLC
INCREASED
Shares398,811 from 389,903
Change+8,908 (+2%)
Value$16.3M (-$852.1K)
Filed 2026-10-20
Tanglewood Wealth Management, Inc.
INCREASED
Shares390,142 from 27,682
Change+362,460 (+1309%)
Value$16.0M (+$14.7M)
Filed 2026-10-23
Hudock, Inc.
INCREASED
Shares340,165 from 335,466
Change+4,699 (+1%)
Value$13.9M (-$854.4K)
Filed 2026-10-14
Country Trust Bank
DECREASED
Shares339,250 from 359,583
Change-20,333 (-6%)
Value$13.9M (-$2.0M)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares336,550 from 303,071
Change+33,479 (+11%)
Value$14.8M (+$1.5M)
Filed 2026-11-06
Freestone Capital Holdings, LLC
INCREASED
Shares323,918 from 315,720
Change+8,198 (+3%)
Value$13.3M (-$649.7K)
Filed 2026-11-09
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares303,152 from 303,152
Change0 (0%)
Value$12.4M (-$945.8K)
Filed 2026-11-09
Trust Asset Management LLC
UNCHANGED
Shares293,871 from 293,871
Change0 (0%)
Value$12.0M (-$916.9K)
Filed 2026-11-03
AGF Management LTD
DECREASED
Shares270,346 from 276,187
Change-5,841 (-2%)
Value$11.1M (-$1.1M)
Filed 2026-11-03
Summit Securities Group LLC
INCREASED
Shares252,965 from 145,498
Change+107,467 (+74%)
Value$10.3M (+$3.9M)
Filed 2026-11-05
Foguth Wealth Management, Llc.
INCREASED
Shares251,643 from 201,811
Change+49,832 (+25%)
Value$10.6M (+$1.5M)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares251,395 from 262,168
Change-10,773 (-4%)
Value$10.3M (-$1.3M)
Filed 2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED
Shares201,341 from 98,922
Change+102,419 (+104%)
Value$8.2M (+$3.9M)
Filed 2026-10-09
Solano Wealth Investment Advisors LLC
INCREASED
Shares197,758 from 190,902
Change+6,856 (+4%)
Value$8.1M (-$315.2K)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares191,439 from 178,150
Change+13,289 (+7%)
Value$7.8M (-$12.2K)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares184,819 from 186,046
Change-1,227 (-1%)
Value$7.6M (-$630.7K)
Filed 2026-11-04
StrongBox Wealth, LLC
INCREASED
Shares174,753 from 169,102
Change+5,651 (+3%)
Value$7.1M (-$296.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares174,504 from 181,018
Change-6,514 (-4%)
Value$7.1M (-$831.3K)
Filed 2026-11-02
Aspect Partners, LLC
INCREASED
Shares172,551 from 162,495
Change+10,056 (+6%)
Value$7.1M (-$95.6K)
Filed 2026-10-20
LCW Services, LLC
INCREASED
Shares172,051 from 157,792
Change+14,259 (+9%)
Value$7.0M (+$91.0K)
Filed 2026-10-21
Bank of Montreal
INCREASED
Shares170,266 from 65,647
Change+104,619 (+159%)
Value$7.0M (+$4.1M)
Filed 2026-11-09
Jacobi Capital Management LLC
INCREASED
Shares166,172 from 150,815
Change+15,357 (+10%)
Value$6.8M (+$157.7K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares164,039 from 195,059
Change-31,020 (-16%)
Value$6.7M (-$1.9M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares161,208 from 201,060
Change-39,852 (-20%)
Value$6.6K (-$8.8M)
Filed 2026-11-02
Ball & Co Wealth Management Inc.
INCREASED
Shares157,577 from 156,849
Change+728 (+0%)
Value$6.4M (-$459.5K)
Filed 2026-11-05
Econ Financial Services Corp
INCREASED
Shares157,372 from 142,610
Change+14,762 (+10%)
Value$6.4M (+$159.0K)
Filed 2026-10-19
First Interstate Bank
DECREASED
Shares152,896 from 159,445
Change-6,549 (-4%)
Value$6.3M (-$765.4K)
Filed 2026-10-23
Western Wealth Management, LLC
INCREASED
Shares150,011 from 133,532
Change+16,479 (+12%)
Value$6.1M (+$257.6K)
Filed 2026-11-09
Brookstone Capital Management
DECREASED
Shares149,871 from 153,634
Change-3,763 (-2%)
Value$6.1M (-$633.3K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
INCREASED
Shares148,702 from 145,903
Change+2,799 (+2%)
Value$6.1M (-$340.7K)
Filed 2026-10-09
Algorithmic Investment Models, LLC
INCREASED
Shares145,464 from 117,994
Change+27,470 (+23%)
Value$6.0M (+$755.7K)
Filed 2026-11-04
KCM Investment Advisors LLC
INCREASED
Shares144,158 from 143,158
Change+1,000 (+1%)
Value$5.9M (-$405.7K)
Filed 2026-10-27
Citizens Financial Group Inc
INCREASED
Shares138,331 from 138,106
Change+225 (+0%)
Value$5.7M (-$421.7K)
Filed 2026-10-23
Arkansas Financial Group, Inc.
INCREASED
Shares136,537 from 135,858
Change+679 (+1%)
Value$5.6M (-$396.1K)
Filed 2026-10-26
American National Bank of Texas
INCREASED
Shares127,944 from 127,341
Change+603 (+0%)
Value$5.2M (-$372.6K)
Filed 2026-10-07
Evergreen Capital Management LLC
DECREASED
Shares123,492 from 136,618
Change-13,126 (-10%)
Value$5.1M (-$963.2K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares123,243 from 125,974
Change-2,731 (-2%)
Value$5.0M (-$504.8K)
Filed 2026-10-28
First Merchants Corp
DECREASED
Shares110,080 from 115,020
Change-4,940 (-4%)
Value$4.5M (-$561.0K)
Filed 2026-10-15
Certified Advisory Corp
DECREASED
Shares107,589 from 136,852
Change-29,263 (-21%)
Value$4.4M (-$1.6M)
Filed 2026-10-29
Legacy Private Trust Co.
INCREASED
Shares106,422 from 106,377
Change+45 (+0%)
Value$4.4M (-$330.1K)
Filed 2026-10-06
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares104,758 from 104,758
Change0 (0%)
Value$4.3M (-$326.8K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
DECREASED
Shares103,995 from 111,322
Change-7,327 (-7%)
Value$4.3M (-$647.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares101,630 from 42,509
Change+59,121 (+139%)
Value$4.2M (+$2.3M)
Filed 2026-10-16
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares98,780 from 98,780
Change0 (0%)
Value$4.0K (-$308)
Filed 2026-10-08
MCF Advisors LLC
DECREASED
Shares96,258 from 116,728
Change-20,470 (-18%)
Value$3.9M (-$1.2M)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares94,682 from 38,118
Change+56,564 (+148%)
Value$3.9M (+$2.2M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares90,069 from 84,015
Change+6,054 (+7%)
Value$3.7K (-$3.7M)
Filed 2026-10-26
Nelson Capital Management, LLC
DECREASED
Shares89,798 from 97,351
Change-7,553 (-8%)
Value$3.7M (-$612.7K)
Filed 2026-11-09
Altura Wealth Advisors Inc.
INCREASED
Shares89,092 from 84,441
Change+4,651 (+6%)
Value$3.6M (-$73.2K)
Filed 2026-10-22
Baker Avenue Asset Management, LP
DECREASED
Shares88,365 from 88,444
Change-79 (0%)
Value$3.6M (-$279.2K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares88,026 from 87,827
Change+199 (+0%)
Value$3.6M (-$265.9K)
Filed 2026-11-04
Simon Quick Advisors, LLC
DECREASED
Shares84,736 from 101,254
Change-16,518 (-16%)
Value$3.5M (-$991.7K)
Filed 2026-10-26
Horizon Financial Services, LLC
INCREASED
Shares81,275 from 77,221
Change+4,054 (+5%)
Value$3.3M (-$75.1K)
Filed 2026-11-04
Chesley Taft & Associates LLC
INCREASED
Shares79,581 from 78,931
Change+650 (+1%)
Value$3.3M (-$219.7K)
Filed 2026-10-13
Scotia Capital Inc.
INCREASED
Shares79,364 from 72,565
Change+6,799 (+9%)
Value$3.2M (+$51.7K)
Filed 2026-11-10
Fortis Group Advisors, LLC
DECREASED
Shares79,349 from 126,841
Change-47,492 (-37%)
Value$3.4M (-$2.2M)
Filed 2026-11-06
Banco Santander, S.A.
INCREASED
Shares78,866 from 53,471
Change+25,395 (+47%)
Value$3.2M (+$872.1K)
Filed 2026-11-10
J. Team Financial, Inc.
INCREASED
Shares78,224 from 66,731
Change+11,493 (+17%)
Value$3.2M (+$262.0K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares75,879 from 75,289
Change+590 (+1%)
Value$3.1K (-$3.3M)
Filed 2026-10-14
Cardiff Park Advisors, LLC
UNCHANGED
Shares75,694 from 75,694
Change0 (0%)
Value$3.1M (-$236.2K)
Filed 2026-11-09
Forbes J M & Co LLP
UNCHANGED
Shares74,904 from 74,904
Change0 (0%)
Value$3.1M (-$233.7K)
Filed 2026-10-16
BAR Harbor Wealth Management
INCREASED
Shares72,463 from 72,357
Change+106 (+0%)
Value$3.0M (-$221.4K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares71,592 from 73,773
Change-2,181 (-3%)
Value$2.9M (-$319.4K)
Filed 2026-11-05
Compass Wealth Management, LLC
INCREASED
Shares69,312 from 65,379
Change+3,933 (+6%)
Value$2.8M (-$43.1K)
Filed 2026-10-30
Cap Partners, LLC
INCREASED
Shares67,020 from 65,017
Change+2,003 (+3%)
Value$2.7M (-$120.9K)
Filed 2026-10-19
Chemung Canal Trust Co
INCREASED
Shares67,005 from 34,274
Change+32,731 (+96%)
Value$2.7M (+$1.2M)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares65,995 from 80,487
Change-14,492 (-18%)
Value$2.7M (-$844.0K)
Filed 2026-10-26
Paladin Advisory Group, LLC
DECREASED
Shares63,747 from 65,530
Change-1,783 (-3%)
Value$2.6M (-$277.4K)
Filed 2026-11-09
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares62,113 from 58,763
Change+3,350 (+6%)
Value$2.6M (+$33.7K)
Filed 2026-10-14
NBT Bank, N.A.
DECREASED
Shares60,941 from 61,094
Change-153 (0%)
Value$2.5M (-$196.9K)
Filed 2026-10-21
Prospera Financial Services Inc
DECREASED
Shares59,780 from 62,345
Change-2,565 (-4%)
Value$2.6M (-$164.4K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares59,114 from 29,781
Change+29,333 (+99%)
Value$2.4M (+$1.1M)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares58,540 from 77,754
Change-19,214 (-25%)
Value$2.4M (-$1.0M)
Filed 2026-10-07
Cordatus Wealth Management LLC
DECREASED
Shares58,079 from 58,386
Change-307 (-1%)
Value$2.4M (-$194.7K)
Filed 2026-10-19
Bellwether Advisors, LLC
DECREASED
Shares57,848 from 68,904
Change-11,056 (-16%)
Value$2.4M (-$667.3K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares57,571 from 74,069
Change-16,498 (-22%)
Value$2.4M (-$906.0K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares57,114 from 59,276
Change-2,162 (-4%)
Value$2.3M (-$273.6K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares56,373 from 50,242
Change+6,131 (+12%)
Value$2.3M (+$94.1K)
Filed 2026-11-02
M&T Bank Corp
DECREASED
Shares56,083 from 57,224
Change-1,141 (-2%)
Value$2.3M (-$225.1K)
Filed 2026-11-10
HighPoint Advisor Group LLC
INCREASED
Shares55,942 from 52,550
Change+3,392 (+6%)
Value$2.3M (-$25.2K)
Filed 2026-11-09
Oath Planning, LLC
INCREASED
Shares54,101 from 43,058
Change+11,043 (+26%)
Value$2.2M (+$317.4K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares52,702 from 48,566
Change+4,136 (+9%)
Value$2.2M (+$17.7K)
Filed 2026-10-30
Fragasso Financial Advisors Inc
INCREASED
Shares50,776 from 50,639
Change+137 (+0%)
Value$2.1M (-$116.9K)
Filed 2026-10-13
Manske Wealth Management
DECREASED
Shares50,694 from 52,857
Change-2,163 (-4%)
Value$2.1M (-$253.4K)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares50,484 from 54,243
Change-3,759 (-7%)
Value$2.1M (-$323.1K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares49,917
Change+49,917
Value$2.0M
Filed 2026-10-05
D.A. Davidson & Co.
DECREASED
Shares48,724 from 177,213
Change-128,489 (-73%)
Value$2.0M (-$5.8M)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED
Shares48,676 from 22,867
Change+25,809 (+113%)
Value$2.0M (+$984.5K)
Filed 2026-10-14
Trek Financial, LLC
DECREASED
Shares46,782 from 52,853
Change-6,071 (-11%)
Value$1.9M (-$413.3K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares46,628 from 44,789
Change+1,839 (+4%)
Value$1.9M (-$64.5K)
Filed 2026-11-05
Waller Financial Planning Group, Inc
DECREASED
Shares45,493 from 57,904
Change-12,411 (-21%)
Value$1.9M (-$688.4K)
Filed 2026-10-07
Thayer Partners, LLC / MA
INCREASED
Shares44,704 from 39,430
Change+5,274 (+13%)
Value$1.8M (+$92.7K)
Filed 2026-11-06
Redwood Financial Network Corp
DECREASED
Shares44,240 from 45,823
Change-1,583 (-3%)
Value$1.8M (-$207.8K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares43,117 from 41,163
Change+1,954 (+5%)
Value$1.8M (-$48.5K)
Filed 2026-10-15
Ranch Capital Advisors Inc.
INCREASED
Shares42,550 from 42,104
Change+446 (+1%)
Value$1.7M (-$113.1K)
Filed 2026-11-09
Centennial Bank
DECREASED
Shares41,884 from 58,582
Change-16,698 (-28%)
Value$1.7M (-$865.9K)
Filed 2026-11-09
Winthrop Capital Management, LLC
DECREASED
Shares41,839 from 42,040
Change-201 (0%)
Value$1.7M (-$139.4K)
Filed 2026-11-05
IFG Advisory, LLC
DECREASED
Shares41,603 from 46,207
Change-4,604 (-10%)
Value$1.7M (-$332.5K)
Filed 2026-11-09
Independent Financial Group, LLC
INCREASED
Shares41,491 from 13,960
Change+27,531 (+197%)
Value$1.7M (+$1.1M)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares41,320 from 41,975
Change-655 (-2%)
Value$1.7M (-$157.8K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares40,961 from 41,707
Change-746 (-2%)
Value$1.7M (-$160.6K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares40,909 from 41,075
Change-166 (0%)
Value$1.7M (-$135.0K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares40,431 from 50,731
Change-10,300 (-20%)
Value$1.7K (-$580)
Filed 2026-10-02
Signal Advisors Wealth, LLC
INCREASED
Shares40,318 from 23,907
Change+16,411 (+69%)
Value$1.6M (+$596.8K)
Filed 2026-10-13
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares40,192 from 40,192
Change0 (0%)
Value$1.6M (-$125.4K)
Filed 2026-11-09
3Edge Asset Management, LP
INCREASED
Shares39,273 from 38,186
Change+1,087 (+3%)
Value$1.6M (-$74.7K)
Filed 2026-10-30
AlphaStar Capital Management, LLC
INCREASED
Shares38,892 from 35,965
Change+2,927 (+8%)
Value$1.6M (+$7.5K)
Filed 2026-10-16
Global Trust Wealth Management LLC
INCREASED
Shares38,027 from 37,765
Change+262 (+1%)
Value$1.6M (-$107.1K)
Filed 2026-10-14
Smith Salley Wealth Management
NEW
Shares37,360
Change+37,360
Value$1.5M
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares36,271 from 32,943
Change+3,328 (+10%)
Value$1.5M (+$70.0K)
Filed 2026-10-13
Orange Investment Advisors, Inc.
DECREASED
Shares35,728 from 35,843
Change-115 (0%)
Value$1.5M (-$116.5K)
Filed 2026-10-23
Castle Wealth Management LLC
DECREASED
Shares35,101 from 40,082
Change-4,981 (-12%)
Value$1.4M (-$328.8K)
Filed 2026-11-10
Blair William & Co
INCREASED
Shares34,724 from 33,828
Change+896 (+3%)
Value$1.4M (-$68.9K)
Filed 2026-11-10
Trust Co of Oklahoma
INCREASED
Shares33,885 from 33,122
Change+763 (+2%)
Value$1.4M (-$72.1K)
Filed 2026-10-15
Bailard, Inc.
DECREASED
Shares33,636 from 34,746
Change-1,110 (-3%)
Value$1.4M (-$153.8K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares32,833 from 35,133
Change-2,300 (-7%)
Value$1.3M (-$203.7K)
Filed 2026-10-23
JSF Financial, LLC
INCREASED
Shares32,745 from 31,238
Change+1,507 (+5%)
Value$1.3M (-$35.8K)
Filed 2026-10-22
Cornerstone Planning Group LLC
INCREASED
Shares32,517 from 32,050
Change+467 (+1%)
Value$1.4M (-$89.5K)
Filed 2026-10-16
Scott Capital Advisors, LLC
INCREASED
Shares32,037 from 31,064
Change+973 (+3%)
Value$1.3M (-$68.0K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
INCREASED
Shares31,666 from 8,919
Change+22,747 (+255%)
Value$1.3M (+$902.8K)
Filed 2026-10-06
Lynx Capital Group LTD
UNCHANGED
Shares31,300 from 31,300
Change0 (0%)
Value$1.3M (-$97.7K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares31,053 from 29,671
Change+1,382 (+5%)
Value$1.3M (-$36.0K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares30,803 from 40,422
Change-9,619 (-24%)
Value$1.3M (-$519.6K)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
INCREASED
Shares30,696 from 28,758
Change+1,938 (+7%)
Value$1.3M (-$10.4K)
Filed 2026-10-15
Capital Investment Counsel, LLC
NEW
Shares29,726
Change+29,726
Value$1.2M
Filed 2026-10-14
Sierra Summit Advisors LLC
INCREASED
Shares29,561 from 28,552
Change+1,009 (+4%)
Value$1.2M (-$47.8K)
Filed 2026-10-28
Clearview Wealth Management LLC
DECREASED
Shares29,439 from 32,414
Change-2,975 (-9%)
Value$1.2M (-$195.8K)
Filed 2026-10-16
Foronjy Financial LLC
INCREASED
Shares28,728 from 26,837
Change+1,891 (+7%)
Value$1.2M (-$6.4K)
Filed 2026-10-14
Associated Banc-Corp
INCREASED
Shares28,320 from 26,579
Change+1,741 (+7%)
Value$1.2M (-$11.7K)
Filed 2026-10-30
Hudson Oak Wealth Advisory LLC
DECREASED
Shares28,215 from 29,010
Change-795 (-3%)
Value$1.2M (-$123.0K)
Filed 2026-10-16
Sherry Group, Inc.
INCREASED
Shares27,815 from 27,647
Change+168 (+1%)
Value$1.1M (-$103.7K)
Filed 2026-10-09
LifeGoal Investments, LLC
DECREASED
Shares27,152 from 51,006
Change-23,854 (-47%)
Value$1.1M (-$1.1M)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares27,040 from 15,212
Change+11,828 (+78%)
Value$1.1M (+$436.4K)
Filed 2026-10-23
Zullo Investment Group, Inc.
INCREASED
Shares26,807 from 26,041
Change+766 (+3%)
Value$1.1M (-$49.9K)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares26,725 from 15,137
Change+11,588 (+77%)
Value$1.1M (+$426.8K)
Filed 2026-10-30
United Asset Strategies, Inc.
INCREASED
Shares26,284 from 13,054
Change+13,230 (+101%)
Value$1.1M (+$500.5K)
Filed 2026-10-28
Luminist Capital LLC
DECREASED
Shares24,955 from 28,024
Change-3,069 (-11%)
Value$1.0M (-$213.0K)
Filed 2026-11-10
Cullen Capital Management, LLC
INCREASED
Shares24,749 from 13,645
Change+11,104 (+81%)
Value$1.0M (+$411.7K)
Filed 2026-11-10
Advisory Resource Group
INCREASED
Shares24,696 from 22,535
Change+2,161 (+10%)
Value$1.0M (+$18.1K)
Filed 2026-10-26
Cooksen Wealth, LLC
INCREASED
Shares24,195 from 23,849
Change+346 (+1%)
Value$1.0M (-$43.3K)
Filed 2026-10-13
Geneos Wealth Management Inc.
DECREASED
Shares23,901 from 74,160
Change-50,259 (-68%)
Value$977.8K (-$2.3M)
Filed 2026-11-09
Go Invest LLC
INCREASED
Shares23,764 from 22,252
Change+1,512 (+7%)
Value$972.2K (-$7.6K)
Filed 2026-10-09
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares23,714 from 22,930
Change+784 (+3%)
Value$970.1K (-$39.5K)
Filed 2026-10-07
Lake Street Private Wealth, LLC
INCREASED
Shares23,521 from 21,819
Change+1,702 (+8%)
Value$962.3K (+$1.6K)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares23,149 from 24,514
Change-1,365 (-6%)
Value$947.0K (-$132.3K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares22,887 from 17,264
Change+5,623 (+33%)
Value$936.3K (+$176.2K)
Filed 2026-10-21
Barclays PLC
DECREASED
Shares22,554 from 355,294
Change-332,740 (-94%)
Value$922.7K (-$14.7M)
Filed 2026-11-06
Beacon Bank & Trust
DECREASED
Shares22,316 from 29,043
Change-6,727 (-23%)
Value$912.9K (-$365.8K)
Filed 2026-10-27
Zinnia Wealth Advisory, LLC
NEW
Shares22,192
Change+22,192
Value$907.9K
Filed 2026-11-06
Magnus Financial Group LLC
DECREASED
Shares22,092 from 22,511
Change-419 (-2%)
Value$903.8K (-$87.4K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
INCREASED
Shares22,078 from 16,849
Change+5,229 (+31%)
Value$903.2K (+$161.4K)
Filed 2026-10-28
Old National Bancorp
INCREASED
Shares21,947 from 19,056
Change+2,891 (+15%)
Value$897.9K (+$58.8K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares21,746 from 30,332
Change-8,586 (-28%)
Value$889.6K (-$447.3K)
Filed 2026-10-08
Premier Path Wealth Partners, LLC
DECREASED
Shares21,687 from 35,683
Change-13,996 (-39%)
Value$887.2K (-$683.9K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares21,685 from 34,695
Change-13,010 (-37%)
Value$887.1K (-$640.5K)
Filed 2026-11-06
10Elms LLP
DECREASED
Shares21,413 from 22,889
Change-1,476 (-6%)
Value$876.0K (-$131.8K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares21,316 from 22,532
Change-1,216 (-5%)
Value$872.1K (-$120.0K)
Filed 2026-10-23
Flagstar Securities, Inc
INCREASED
Shares21,233 from 13,982
Change+7,251 (+52%)
Value$868.6K (+$253.0K)
Filed 2026-10-15
LightSquare Wealth Management, LLC
DECREASED
Shares21,037 from 51,191
Change-30,154 (-59%)
Value$860.6K (-$1.4M)
Filed 2026-11-03
Personal CFO Solutions, LLC
INCREASED
Shares20,943 from 16,979
Change+3,964 (+23%)
Value$856.8K (+$109.2K)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares20,612 from 17,454
Change+3,158 (+18%)
Value$843.2K (+$74.7K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares20,479 from 19,099
Change+1,380 (+7%)
Value$837.8K (-$3.1K)
Filed 2026-11-05
Blueprint Investment Partners LLC
DECREASED
Shares20,246 from 20,976
Change-730 (-3%)
Value$828.3K (-$95.3K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares20,162 from 20,469
Change-307 (-1%)
Value$824.8K (-$76.4K)
Filed 2026-10-30
Nestegg Advisors, Inc.
INCREASED
Shares19,428 from 12,655
Change+6,773 (+54%)
Value$794.8K (+$237.6K)
Filed 2026-10-21
FMR LLC
DECREASED
Shares19,252 from 20,405
Change-1,153 (-6%)
Value$787.6K (-$110.8K)
Filed 2026-11-10
Central Trust Co
INCREASED
Shares19,208 from 18,549
Change+659 (+4%)
Value$785.8K (-$30.9K)
Filed 2026-11-05
1900 Wealth Management LLC
DECREASED
Shares19,124 from 19,593
Change-469 (-2%)
Value$782.4K (-$80.3K)
Filed 2026-10-13
Blueprint Financial Advisors LLC
DECREASED
Shares19,050 from 19,521
Change-471 (-2%)
Value$779.3K (-$80.2K)
Filed 2026-10-28
FIL Ltd
INCREASED
Shares19,031 from 17,991
Change+1,040 (+6%)
Value$778.6K (-$13.6K)
Filed 2026-11-10
Valmark Advisers, Inc.
INCREASED
Shares18,916 from 17,242
Change+1,674 (+10%)
Value$773.9K (+$14.7K)
Filed 2026-11-06
Arlington Capital Management Inc
INCREASED
Shares18,823 from 11,377
Change+7,446 (+65%)
Value$770.0K (+$269.1K)
Filed 2026-10-30
Weinberger Asset Management, Inc
INCREASED
Shares18,404 from 17,852
Change+552 (+3%)
Value$752.9K (-$53.6K)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED
Shares18,271 from 18,326
Change-55 (0%)
Value$747.5K (-$59.4K)
Filed 2026-10-05
Carret Asset Management, LLC
UNCHANGED
Shares18,013 from 18,013
Change0 (0%)
Value$736.9K (-$56.2K)
Filed 2026-11-04
Es4, LLC
INCREASED
Shares17,986 from 17,836
Change+150 (+1%)
Value$735.8K (-$49.5K)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares17,639 from 17,139
Change+500 (+3%)
Value$721.6K (-$33.0K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares17,518 from 18,567
Change-1,049 (-6%)
Value$716.7K (-$100.8K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares17,480 from 14,884
Change+2,596 (+17%)
Value$715.1K (+$59.8K)
Filed 2026-10-23
Orrstown Financial Services Inc
DECREASED
Shares17,367 from 17,904
Change-537 (-3%)
Value$710.5K (-$77.8K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares17,010 from 15,742
Change+1,268 (+8%)
Value$695.9K (+$2.8K)
Filed 2026-10-20
Creekside Partners
INCREASED
Shares16,455 from 16,391
Change+64 (+0%)
Value$673.2K (-$48.5K)
Filed 2026-11-04
Peoples Bank
DECREASED
Shares16,245 from 16,980
Change-735 (-4%)
Value$664.6K (-$83.0K)
Filed 2026-10-09
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares16,215 from 17,608
Change-1,393 (-8%)
Value$660 (-$771.3K)
Filed 2026-11-02
Wall Capital Group, Inc.
INCREASED
Shares16,175 from 7,180
Change+8,995 (+125%)
Value$661.7K (+$345.6K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
INCREASED
Shares15,871 from 12,319
Change+3,552 (+29%)
Value$649.2K (+$106.6K)
Filed 2026-11-09
Independence Wealth Advisors, LLC
INCREASED
Shares15,813 from 14,244
Change+1,569 (+11%)
Value$646.9K (+$19.7K)
Filed 2026-10-29
Patten & Patten Inc
UNCHANGED
Shares15,799 from 15,799
Change0 (0%)
Value$646.3K (-$49.3K)
Filed 2026-10-26
Boltwood Capital Management
DECREASED
Shares15,680 from 15,749
Change-69 (0%)
Value$641.5K (-$52.0K)
Filed 2026-10-02
Asset Allocation Strategies LLC
INCREASED
Shares15,638 from 15,376
Change+262 (+2%)
Value$639.8K (-$37.2K)
Filed 2026-10-20
Conservest Capital Advisors, Inc.
INCREASED
Shares15,440 from 14,259
Change+1,181 (+8%)
Value$631.6K (+$3.8K)
Filed 2026-11-09
Cornerstone National Bank & Trust Co
DECREASED
Shares15,249 from 15,294
Change-45 (0%)
Value$620.3K (-$55.4K)
Filed 2026-10-20
Pines Wealth Management, LLC
INCREASED
Shares15,122 from 14,059
Change+1,063 (+8%)
Value$618.7K (-$357)
Filed 2026-10-21
AMG National Trust Bank
INCREASED
Shares15,062 from 15,002
Change+60 (+0%)
Value$616.2K (-$44.4K)
Filed 2026-11-05
Impact Investors, Inc
DECREASED
Shares14,581 from 19,892
Change-5,311 (-27%)
Value$596.5K (-$279.3K)
Filed 2026-11-02
Trust Co
DECREASED
Shares14,474 from 15,275
Change-801 (-5%)
Value$592.1K (-$80.4K)
Filed 2026-10-09
James Investment Research, Inc.
DECREASED
Shares14,360 from 15,486
Change-1,126 (-7%)
Value$587.5K (-$94.4K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares14,252 from 14,294
Change-42 (0%)
Value$583.1K (-$46.3K)
Filed 2026-11-09
Chesapeake Wealth Management
DECREASED
Shares14,223 from 14,312
Change-89 (-1%)
Value$581.9K (-$48.3K)
Filed 2026-11-09
SBI Securities Co., Ltd.
DECREASED
Shares14,155 from 14,357
Change-202 (-1%)
Value$579.1K (-$53.1K)
Filed 2026-10-22
BCS Wealth Management
INCREASED
Shares14,119 from 13,292
Change+827 (+6%)
Value$577.6K (-$7.6K)
Filed 2026-11-03
Wespac Advisors, LLC
INCREASED
Shares13,719 from 13,516
Change+203 (+2%)
Value$561.2K (-$33.9K)
Filed 2026-10-26
Burford Brothers, Inc.
DECREASED
Shares13,224 from 15,127
Change-1,903 (-13%)
Value$541.0K (-$125.0K)
Filed 2026-10-21
Fifth Third Securities, Inc.
NEW
Shares13,217
Change+13,217
Value$540.7K
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares13,166 from 12,650
Change+516 (+4%)
Value$538.6K (-$18.4K)
Filed 2026-10-22
Advisor Resource Council
DECREASED
Shares12,998 from 19,683
Change-6,685 (-34%)
Value$528.6K (-$343.1K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares12,900 from 5,007
Change+7,893 (+158%)
Value$532.5K (+$312.0K)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares12,603 from 7,002
Change+5,601 (+80%)
Value$515.6K (+$207.3K)
Filed 2026-10-26
MontVue Capital Management, Inc.
DECREASED
Shares12,434 from 12,738
Change-304 (-2%)
Value$508.7K (-$52.2K)
Filed 2026-10-19
Bonfire Financial
INCREASED
Shares12,193 from 11,427
Change+766 (+7%)
Value$498.8K (-$4.3K)
Filed 2026-11-06
Focus Financial Network, Inc.
DECREASED
Shares12,144 from 12,305
Change-161 (-1%)
Value$496.8K (-$45.0K)
Filed 2026-10-14
Blue Fin Capital, Inc.
INCREASED
Shares12,091 from 11,213
Change+878 (+8%)
Value$494.6K (+$935)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares11,872
Change+11,872
Value$485.7K
Filed 2026-10-14
Retirement Planning Co of New England, Inc.
INCREASED
Shares11,816 from 11,525
Change+291 (+3%)
Value$483.4K (-$24.0K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares11,625
Change+11,625
Value$475.6K
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares11,430 from 12,735
Change-1,305 (-10%)
Value$467.6K (-$93.1K)
Filed 2026-11-09
Symmetry Partners, LLC
NEW
Shares11,292
Change+11,292
Value$462.0K
Filed 2026-10-27
Independence Bank of Kentucky
INCREASED
Shares11,228 from 10,228
Change+1,000 (+10%)
Value$459.3K (+$9.0K)
Filed 2026-10-26
Mystic Asset Management, Inc.
INCREASED
Shares11,180 from 10,360
Change+820 (+8%)
Value$457.4K (+$1.2K)
Filed 2026-10-15
Intergy Private Wealth, LLC
INCREASED
Shares11,131 from 11,129
Change+2 (+0%)
Value$455.4K (-$34.7K)
Filed 2026-10-16
United Bank
DECREASED
Shares10,899 from 12,125
Change-1,226 (-10%)
Value$445.9K (-$88.0K)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares10,872 from 15,241
Change-4,369 (-29%)
Value$444.8K (-$226.3K)
Filed 2026-10-20
Colony Family Offices, LLC
UNCHANGED
Shares10,758 from 10,758
Change0 (0%)
Value$440.1K (-$33.6K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares10,618 from 11,472
Change-854 (-7%)
Value$434.4K (-$70.7K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
INCREASED
Shares10,574 from 9,372
Change+1,202 (+13%)
Value$432.6K (+$19.9K)
Filed 2026-11-09
Point Windward Advisors Inc.
INCREASED
Shares10,569 from 10,164
Change+405 (+4%)
Value$432.4K (-$15.1K)
Filed 2026-11-06
Vise Technologies, Inc.
DECREASED
Shares10,553 from 11,868
Change-1,315 (-11%)
Value$431.7K (-$90.8K)
Filed 2026-10-29
Powerhouse Assets LLC
INCREASED
Shares10,447 from 10,413
Change+34 (+0%)
Value$427.4K (-$31.1K)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares10,213 from 7,360
Change+2,853 (+39%)
Value$417.8K (+$93.7K)
Filed 2026-11-05
CWC Advisors, Llc.
INCREASED
Shares10,112 from 9,651
Change+461 (+5%)
Value$413.7K (-$11.3K)
Filed 2026-10-15
Florida Financial Advisors, LLC
INCREASED
Shares10,090 from 9,546
Change+544 (+6%)
Value$412.8K (-$7.6K)
Filed 2026-11-09
Apollon Wealth Management, LLC
NEW
Shares10,006
Change+10,006
Value$409.4K
Filed 2026-10-23
Nuveen, LLC
NEW
Shares9,937
Change+9,937
Value$410.8K
Filed 2026-11-10
RCW Management, LLC
INCREASED
Shares9,830 from 9,828
Change+2 (+0%)
Value$402.2K (-$30.6K)
Filed 2026-10-30
Edgestream Partners, L.P.
NEW
Shares9,593
Change+9,593
Value$392.5K
Filed 2026-11-10
Kessler Investment Group, LLC
INCREASED
Shares9,466 from 6,729
Change+2,737 (+41%)
Value$387.3K (+$91.0K)
Filed 2026-10-08
Toews Corp
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$384.6K (-$29.3K)
Filed 2026-11-09
M.E. Allison & Co., Inc.
INCREASED
Shares9,392 from 9,391
Change+1 (+0%)
Value$384.2K (-$29.2K)
Filed 2026-10-09
Roberts Wealth Advisors, LLC
INCREASED
Shares9,317 from 9,267
Change+50 (+1%)
Value$381.2K (-$26.8K)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares9,245 from 9,539
Change-294 (-3%)
Value$378.2K (-$41.8K)
Filed 2026-10-15
DT Investment Partners, LLC
DECREASED
Shares9,188 from 9,804
Change-616 (-6%)
Value$375.9K (-$55.8K)
Filed 2026-10-27
Essex LLC
INCREASED
Shares9,152 from 8,189
Change+963 (+12%)
Value$374.4K (+$13.8K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares9,073 from 7,884
Change+1,189 (+15%)
Value$371.2K (+$24.1K)
Filed 2026-11-05
New England Capital Financial Advisors LLC
INCREASED
Shares8,944 from 8,911
Change+33 (+0%)
Value$365.9K (-$26.5K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares8,807 from 8,825
Change-18 (0%)
Value$360 (-$388.6K)
Filed 2026-10-22
Diversify Advisory Services, LLC
DECREASED
Shares8,799 from 8,820
Change-21 (0%)
Value$369.5K (-$34.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares8,799 from 8,820
Change-21 (0%)
Value$369.5K (-$34.2K)
Filed 2026-10-20
Nwam LLC
INCREASED
Shares8,419 from 8,163
Change+256 (+3%)
Value$344.4K (-$15.0K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares8,400 from 8,395
Change+5 (+0%)
Value$343.6K (-$26.0K)
Filed 2026-10-16
First National Trust Co
DECREASED
Shares8,362 from 8,874
Change-512 (-6%)
Value$342.1K (-$48.6K)
Filed 2026-10-28
Bokf, NA
UNCHANGED
Shares8,236 from 8,236
Change0 (0%)
Value$336.9K (-$25.7K)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares8,213 from 11,730
Change-3,517 (-30%)
Value$336.0K (-$180.5K)
Filed 2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED
Shares8,041 from 8,193
Change-152 (-2%)
Value$329.0K (-$31.8K)
Filed 2026-10-21
IMZ Advisory Inc
DECREASED
Shares7,990 from 8,152
Change-162 (-2%)
Value$326.9K (-$32.0K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares7,976 from 8,034
Change-58 (-1%)
Value$326.3K (-$27.4K)
Filed 2026-10-16
Wealth Advisory Solutions, LLC
DECREASED
Shares7,945 from 8,043
Change-98 (-1%)
Value$325.0K (-$29.1K)
Filed 2026-10-20
RVW Wealth, LLC
UNCHANGED
Shares7,846 from 7,846
Change0 (0%)
Value$321.0K (-$24.5K)
Filed 2026-10-06
Alliance Wealth Advisors, LLC
DECREASED
Shares7,842 from 33,138
Change-25,296 (-76%)
Value$320.8K (-$1.1M)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
INCREASED
Shares7,654 from 7,590
Change+64 (+1%)
Value$313.1K (-$21.1K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares7,647 from 5,593
Change+2,054 (+37%)
Value$312.8K (+$66.6K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares7,591 from 8,632
Change-1,041 (-12%)
Value$310.6K (-$69.5K)
Filed 2026-11-04
Able Financial Group, LLC
UNCHANGED
Shares7,577 from 7,577
Change0 (0%)
Value$310.0K (-$23.6K)
Filed 2026-10-14
Carlson Financial, Inc.
INCREASED
Shares7,570 from 7,514
Change+56 (+1%)
Value$309.7K (-$21.1K)
Filed 2026-11-05
Cane Capital Partners, LLC
NEW
Shares7,523
Change+7,523
Value$307.8K
Filed 2026-10-23
Americana Partners, LLC
INCREASED
Shares7,491 from 7,479
Change+12 (+0%)
Value$306.5K (-$22.8K)
Filed 2026-10-28
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares7,485 from 7,485
Change0 (0%)
Value$306 (-$329.7K)
Filed 2026-11-05
Kaizen Financial Strategies
DECREASED
Shares7,476 from 7,973
Change-497 (-6%)
Value$305.8K (-$46.4K)
Filed 2026-10-09
Gateway Investment Advisers LLC
NEW
Shares7,456
Change+7,456
Value$305.0K
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares7,441 from 8,357
Change-916 (-11%)
Value$304.4K (-$63.5K)
Filed 2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED
Shares7,345 from 6,250
Change+1,095 (+18%)
Value$300.5K (+$25.3K)
Filed 2026-11-09
Soltis Investment Advisors LLC
NEW
Shares7,306
Change+7,306
Value$298.9K
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares7,259 from 6,247
Change+1,012 (+16%)
Value$301.2K (+$26.1K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares7,239 from 93,280
Change-86,041 (-92%)
Value$296.1K (-$3.8M)
Filed 2026-10-21
Petros Family Wealth, LLC
INCREASED
Shares7,223 from 5,974
Change+1,249 (+21%)
Value$295.5K (+$32.5K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares7,190 from 6,653
Change+537 (+8%)
Value$294.1K (+$1.2K)
Filed 2026-10-21
DeLarme Wealth Management, Inc.
INCREASED
Shares7,145 from 5,500
Change+1,645 (+30%)
Value$292.3K (+$50.1K)
Filed 2026-10-30
BCO Wealth Management LLC
UNCHANGED
Shares7,115 from 7,115
Change0 (0%)
Value$291.1K (-$22.2K)
Filed 2026-10-14
Avestar Capital, LLC
DECREASED
Shares7,049 from 7,187
Change-138 (-2%)
Value$288.4K (-$28.1K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
DECREASED
Shares7,047 from 7,061
Change-14 (0%)
Value$288.3K (-$22.6K)
Filed 2026-10-26
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares6,935 from 6,091
Change+844 (+14%)
Value$283.7K (+$15.5K)
Filed 2026-11-02
Plimoth Trust Co LLC
DECREASED
Shares6,912 from 6,923
Change-11 (0%)
Value$282.8K (-$22.1K)
Filed 2026-10-26
Marks Group Wealth Management, Inc
UNCHANGED
Shares6,912 from 6,912
Change0 (0%)
Value$282.8K (-$21.6K)
Filed 2026-11-05
Joseph P. Lucia & Associates, LLC
DECREASED
Shares6,829 from 7,106
Change-277 (-4%)
Value$279.4K (-$33.5K)
Filed 2026-10-30
BLB&B Advisors, LLC
INCREASED
Shares6,788 from 6,747
Change+41 (+1%)
Value$277.7K (-$19.4K)
Filed 2026-10-27
Money Concepts Capital Corp
INCREASED
Shares6,767 from 6,241
Change+526 (+8%)
Value$276.8K (+$2.0K)
Filed 2026-11-06
Carnegie Investment Counsel
INCREASED
Shares6,767 from 6,448
Change+319 (+5%)
Value$276.8K (-$7.1K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares6,700 from 6,500
Change+200 (+3%)
Value$274.1K (-$12.1K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares6,657 from 5,947
Change+710 (+12%)
Value$272.3K (+$10.5K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares6,587 from 5,594
Change+993 (+18%)
Value$269.5K (+$23.2K)
Filed 2026-11-02
Andrews Advisory Associates, LLC
UNCHANGED
Shares6,522 from 6,522
Change0 (0%)
Value$266.8K (-$20.3K)
Filed 2026-10-15
University of Texas S AM Investment Management Co
INCREASED
Shares6,499 from 6,458
Change+41 (+1%)
Value$265.9K (-$18.5K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares6,455 from 6,332
Change+123 (+2%)
Value$261.9K (-$22.4K)
Filed 2026-10-08
Crescent Grove Advisors, LLC
UNCHANGED
Shares6,442 from 6,442
Change0 (0%)
Value$263.5K (-$20.1K)
Filed 2026-10-21
Churchill Financial Advisors, LLC
INCREASED
Shares6,410 from 6,303
Change+107 (+2%)
Value$262.2K (-$15.3K)
Filed 2026-10-20
Mechanics Bank Trust Department
INCREASED
Shares6,370 from 4,575
Change+1,795 (+39%)
Value$260.6K (+$59.2K)
Filed 2026-10-13
Aprio Wealth Management, LLC
DECREASED
Shares6,336 from 7,165
Change-829 (-12%)
Value$259.2K (-$56.3K)
Filed 2026-10-28
Collaborative Wealth Managment Inc.
UNCHANGED
Shares6,322 from 6,322
Change0 (0%)
Value$258.6K (-$19.7K)
Filed 2026-11-06
Victory Financial Group, LLC
INCREASED
Shares6,317 from 6,071
Change+246 (+4%)
Value$258.4K (-$8.9K)
Filed 2026-10-27
NovaPoint Capital, LLC
UNCHANGED
Shares6,221 from 6,221
Change0 (0%)
Value$254.5K (-$19.4K)
Filed 2026-10-22
Straight Path Wealth Management
INCREASED
Shares6,132 from 5,965
Change+167 (+3%)
Value$250.9K (-$11.8K)
Filed 2026-10-23
Barrett & Company, Inc.
INCREASED
Shares6,050 from 6,008
Change+42 (+1%)
Value$247.5K (-$17.0K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED
Shares5,934 from 5,934
Change0 (0%)
Value$242.8K (-$18.5K)
Filed 2026-10-29
Atlas Capital Advisors Inc.
DECREASED
Shares5,922 from 6,978
Change-1,056 (-15%)
Value$1.4M (+$1.1M)
Filed 2026-11-09
Caldwell Trust Co
UNCHANGED
Shares5,906 from 5,906
Change0 (0%)
Value$241.6K (-$18.4K)
Filed 2026-10-30
SLT Holdings LLC
NEW
Shares5,896
Change+5,896
Value$241.2K
Filed 2026-10-15
Vilga Financial Planning LLC
INCREASED
Shares5,830 from 5,576
Change+254 (+5%)
Value$238.5K (-$7.0K)
Filed 2026-10-09
Belpointe Asset Management LLC
DECREASED
Shares5,817 from 24,982
Change-19,165 (-77%)
Value$238.0K (-$862.0K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares5,817 from 5,401
Change+416 (+8%)
Value$238.0K (+$168)
Filed 2026-11-09
Pacific Center for Financial Services
INCREASED
Shares5,815 from 5,760
Change+55 (+1%)
Value$237.9K (-$15.7K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
INCREASED
Shares5,808 from 5,702
Change+106 (+2%)
Value$237.6K (-$13.5K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares5,721
Change+5,721
Value$234.1K
Filed 2026-10-13
Dividend Assets Capital, LLC
NEW
Shares5,700
Change+5,700
Value$233.2K
Filed 2026-11-10
Sovran Advisors, LLC
INCREASED
Shares5,606 from 5,154
Change+452 (+9%)
Value$241.4K (+$4.5K)
Filed 2026-11-02
Community Trust & Investment Co
UNCHANGED
Shares5,578 from 5,578
Change0 (0%)
Value$228.2K (-$17.4K)
Filed 2026-10-15
UMB Bank, n.a.
UNCHANGED
Shares5,559 from 5,559
Change0 (0%)
Value$227.4K (-$17.3K)
Filed 2026-11-06
Regions Financial Corp
NEW
Shares5,482
Change+5,482
Value$224.3K
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares5,401 from 5,381
Change+20 (+0%)
Value$221.0K (-$16.0K)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares5,372 from 6,983
Change-1,611 (-23%)
Value$219.8K (-$87.7K)
Filed 2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares5,261 from 5,261
Change0 (0%)
Value$231.6K ($0)
Filed 2026-11-03
Verdence Capital Advisors LLC
NEW
Shares5,259
Change+5,259
Value$215.1K
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares5,255 from 5,396
Change-141 (-3%)
Value$215.0K (-$22.6K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares5,236 from 5,277
Change-41 (-1%)
Value$214.2K (-$18.1K)
Filed 2026-10-26
Realta Investment Advisors
DECREASED
Shares5,226 from 27,401
Change-22,175 (-81%)
Value$213.8K (-$992.7K)
Filed 2026-10-14
Fisher Asset Management, LLC
NEW
Shares5,214
Change+5,214
Value$213.3K
Filed 2026-11-06
BAM Wealth Management, LLC
NEW
Shares5,022
Change+5,022
Value$205.5K
Filed 2026-10-15
Fairvoy Private Wealth, LLC
DECREASED
Shares4,989 from 5,335
Change-346 (-6%)
Value$204.1K (-$30.8K)
Filed 2026-10-19
Winter & Associates, Inc.
DECREASED
Shares4,964 from 7,559
Change-2,595 (-34%)
Value$210.4K (-$122.4K)
Filed 2026-10-23
Mcdonald Partners LLC
INCREASED
Shares4,143 from 3,529
Change+614 (+17%)
Value$169.5K (+$14.1K)
Filed 2026-11-03
Valued Wealth Advisors LLC
DECREASED
Shares3,582 from 8,735
Change-5,153 (-59%)
Value$146.5K (-$238.1K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares3,532 from 10,430
Change-6,898 (-66%)
Value$144.5K (-$314.8K)
Filed 2026-10-28
First United Bank & Trust
INCREASED
Shares3,317 from 3,223
Change+94 (+3%)
Value$135.7K (-$6.2K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
DECREASED
Shares3,216 from 3,770
Change-554 (-15%)
Value$131.6K (-$34.4K)
Filed 2026-10-28
Sherman Asset Management, Inc.
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$125.8K (-$9.6K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares2,893 from 2,893
Change0 (0%)
Value$118.4K (-$9.0K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares2,865 from 2,636
Change+229 (+9%)
Value$117.2K (+$1.1K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
DECREASED
Shares2,597 from 57,025
Change-54,428 (-95%)
Value$105.6K (-$2.4M)
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$102.3K (-$7.8K)
Filed 2026-10-01
Flagship Wealth Advisors, LLC
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$101.7K (-$7.8K)
Filed 2026-11-03
Meramec Financial Planners, LLC
NEW
Shares2,458
Change+2,458
Value$108.2K
Filed 2026-11-09
Compass Financial Management LLC
DECREASED
Shares2,198 from 2,222
Change-24 (-1%)
Value$89.9K (-$10.3K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares2,146 from 1,383
Change+763 (+55%)
Value$87.8K (+$26.9K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
DECREASED
Shares2,030 from 2,715
Change-685 (-25%)
Value$83 (-$37)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$81.7K (-$6.2K)
Filed 2026-10-28
Strive Financial Group,LLC
NEW
Shares1,996
Change+1,996
Value$81.7K
Filed 2026-11-09
Albion Financial Group
DECREASED
Shares1,986 from 2,262
Change-276 (-12%)
Value$81.2K (-$18.3K)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares1,927 from 1,954
Change-27 (-1%)
Value$78.9K (-$7.2K)
Filed 2026-11-02
Peoples Financial Services Corp.
DECREASED
Shares1,920 from 1,953
Change-33 (-2%)
Value$78.5K (-$7.4K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
NEW
Shares1,875
Change+1,875
Value$76.7K
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares1,771
Change+1,771
Value$72.5K
Filed 2026-10-27
Provident Wealth Management, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$71.6K (-$5.5K)
Filed 2026-10-20
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$69.5K (-$5.3K)
Filed 2026-10-16
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares1,631 from 1,112
Change+519 (+47%)
Value$66.7K (+$17.8K)
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$65.3K (-$5.2K)
Filed 2026-11-02
Security National Bank
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$64.9K (-$5.0K)
Filed 2026-10-26
Blue Trust, Inc.
INCREASED
Shares1,582 from 910
Change+672 (+74%)
Value$64.7K (+$24.7K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,572 from 1,532
Change+40 (+3%)
Value$64.3K (-$3.1K)
Filed 2026-10-27
Bangor Savings Bank
INCREASED
Shares1,493 from 1,448
Change+45 (+3%)
Value$61.1K (-$2.7K)
Filed 2026-10-06
Tsfg, LLC
INCREASED
Shares1,467 from 1,461
Change+6 (+0%)
Value$60 (-$63.9K)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
INCREASED
Shares1,280 from 1,269
Change+11 (+1%)
Value$52.4K (-$3.5K)
Filed 2026-11-02
Angeles Wealth Management, LLC
UNCHANGED
Shares1,277 from 1,277
Change0 (0%)
Value$52.3K (-$4.0K)
Filed 2026-10-26
Highland Investment Advisors LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$50.6K (-$3.9K)
Filed 2026-11-09
Elevated Capital Advisors, LLC
DECREASED
Shares1,211 from 4,625
Change-3,414 (-74%)
Value$49.5K (-$154.1K)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$46.9K (-$3.6K)
Filed 2026-10-02
Viewpoint Capital Management LLC
INCREASED
Shares1,125 from 450
Change+675 (+150%)
Value$46.0K (+$26.2K)
Filed 2026-10-27
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$45.4K (-$3.5K)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$43.5K (-$3.3K)
Filed 2026-10-23
Financial Freedom, LLC
NEW
Shares1,020
Change+1,020
Value$41.7K
Filed 2026-11-06
Pflug Koory, LLC
INCREASED
Shares991 from 989
Change+2 (+0%)
Value$40.5K (-$3.0K)
Filed 2026-10-26
Three Bearings Fiduciary Advisors, Inc.
DECREASED
Shares967 from 1,171
Change-204 (-17%)
Value$39.6K (-$12.0K)
Filed 2026-11-10
Clark Wealth Partners
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$38.4K (-$2.9K)
Filed 2026-10-19
Bullock Wealth Management Group
DECREASED
Shares864 from 948
Change-84 (-9%)
Value$35.2K (-$6.7K)
Filed 2026-10-09
Avion Wealth
INCREASED
Shares844 from 839
Change+5 (+1%)
Value$34 (-$2)
Filed 2026-11-04
Curat Global, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$33.5K (-$1.6K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares801 from 795
Change+6 (+1%)
Value$32.8K (-$2.2K)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$31.2K (-$2.4K)
Filed 2026-11-06
Evermay Wealth Management LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$30.7K (-$2.3K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$29.9K (-$2.3K)
Filed 2026-10-14
Byrne Asset Management LLC
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$29.0K (-$2.4K)
Filed 2026-10-06
EverSource Wealth Advisors, LLC
INCREASED
Shares673 from 663
Change+10 (+2%)
Value$27.5K (-$1.7K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$29.0K ($0)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares653 from 679
Change-26 (-4%)
Value$26.7K (-$3.2K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares647
Change+647
Value$26.5K
Filed 2026-10-21
Mosley Wealth Management
INCREASED
Shares627 from 622
Change+5 (+1%)
Value$26.3K (-$1.1K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$23.9K (-$1.8K)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
NEW
Shares535
Change+535
Value$21.9K
Filed 2026-10-20
Deutsche Bank Ag\
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$21.8K (-$1.7K)
Filed 2026-11-06
Smithfield Trust Co
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$21 (-$1)
Filed 2026-11-09
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares502 from 442
Change+60 (+14%)
Value$20.5K (+$1.1K)
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares497
Change+497
Value$20.3K
Filed 2026-10-20
Russell Investments Group, Ltd.
INCREASED
Shares475 from 433
Change+42 (+10%)
Value$19.4K (+$368)
Filed 2026-11-06
Nvwm, LLC
DECREASED
Shares443 from 445
Change-2 (0%)
Value$18.1K (-$1.5K)
Filed 2026-10-14
Valley Wealth Managers, Inc.
INCREASED
Shares432 from 371
Change+61 (+16%)
Value$17.7K (+$1.3K)
Filed 2026-10-09
PlanVest Financial, Inc
DECREASED
Shares428 from 872
Change-444 (-51%)
Value$17.5K (-$20.9K)
Filed 2026-11-09
Strengthening Families & Communities, LLC
INCREASED
Shares414 from 411
Change+3 (+1%)
Value$16.9K (-$1.1K)
Filed 2026-10-21
Advanced Asset Management Advisors Inc
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$16.2K (-$1.2K)
Filed 2026-10-20
MTM Investment Management, LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$16.2K (-$1.2K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$15 (-$11.0K)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$15.4K (-$1.2K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares359
Change+359
Value$14.7K
Filed 2026-11-04
Biltmore Family Office, LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$14.4K (-$1.1K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$14.0K (-$1.1K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares335
Change+335
Value$13.7K
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.3K (-$936)
Filed 2026-10-06
Montag A & Associates Inc
DECREASED
Shares296 from 919
Change-623 (-68%)
Value$12.1K (-$28.4K)
Filed 2026-10-29
Vision Financial Markets LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$11.6K (-$967)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares281
Change+281
Value$11.5K
Filed 2026-10-30
Rice Partnership, LLC
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$11.4K (-$867)
Filed 2026-11-09
Rossmore Private Capital
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$11.0K (-$842)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$10.0K (-$984)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$10.1K (-$768)
Filed 2026-10-13
Financial Perspectives, Inc
INCREASED
Shares214 from 213
Change+1 (+0%)
Value$8.8K (-$591)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$8.0K (-$609)
Filed 2026-11-02
Eukles Asset Management
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$7.8K (-$595)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED
Shares184 from 313
Change-129 (-41%)
Value$7.5K (-$6.4K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$7.3K (-$559)
Filed 2026-10-23
Bare Financial Services, Inc
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$6.9K (-$527)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares167 from 165
Change+2 (+1%)
Value$6.8K (-$459)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares150 from 100
Change+50 (+50%)
Value$6.1K (+$1.7K)
Filed 2026-10-14
Nemes Rush Group LLC
INCREASED
Shares146 from 145
Change+1 (+1%)
Value$6.0K (-$403)
Filed 2026-11-04
Gold Investment Management Ltd.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$5.9K (-$451)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares141 from 140
Change+1 (+1%)
Value$5.8K (-$389)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares136
Change+136
Value$5.5K
Filed 2026-10-27
Versant Capital Management, Inc
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$5.6K (-$424)
Filed 2026-10-02
Brown, Lisle Ings, Inc.
INCREASED
Shares132 from 28
Change+104 (+371%)
Value$5.4K (+$4.2K)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$5.4K (-$409)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares127
Change+127
Value$5.2K
Filed 2026-11-05
Rachor Investment Advisory Services, LLC
NEW
Shares125
Change+125
Value$5.1K
Filed 2026-10-29
Granite FO LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.1K (-$390)
Filed 2026-10-14
Activest Wealth Management
DECREASED
Shares123 from 180
Change-57 (-32%)
Value$5.0K (-$2.9K)
Filed 2026-10-15
Axiom Investment Management LLC
INCREASED
Shares116 from 109
Change+7 (+6%)
Value$4.7K (-$54)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$4.5K (-$346)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.3K (-$327)
Filed 2026-11-05
Founders Financial Alliance, LLC
DECREASED
Shares100 from 156
Change-56 (-36%)
Value$4.1K (-$2.8K)
Filed 2026-11-10
City Holding Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$312)
Filed 2026-10-19
Salomon & Ludwin, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$4.0K (-$321)
Filed 2026-10-29
N.E.W. Advisory Services LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4.0K (-$303)
Filed 2026-11-09
Mascoma Wealth Management LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$3.9K (-$300)
Filed 2026-10-23
Key Capital Management, Inc
DECREASED
Shares95 from 114
Change-19 (-17%)
Value$3.9K (-$1.1K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares94 from 481
Change-387 (-80%)
Value$3.8K (-$17.3K)
Filed 2026-10-13
Breakwater Investment Management
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$3.4K (-$256)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$3.4K (-$255)
Filed 2026-10-23
Ashton Thomas Securities, LLC
NEW
Shares81
Change+81
Value$3.3K
Filed 2026-10-26
Financial Consulate, Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.1K (-$234)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.7K (-$209)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.7K (-$209)
Filed 2026-10-21
Caldwell Sutter Capital, Inc.
NEW
Shares57
Change+57
Value$2.3K
Filed 2026-11-09
Parallel Advisors, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.3K (-$175)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.2K (-$166)
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.9K (-$143)
Filed 2026-10-06
WestEnd Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.8K (-$137)
Filed 2026-10-27
Daytona Street Capital LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.7K (-$142)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.7K (-$128)
Filed 2026-10-15
Piscataqua Savings Bank
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.7K (-$128)
Filed 2026-10-21
Friedenthal Financial
NEW
Shares40
Change+40
Value$1.6K
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.6K (-$125)
Filed 2026-10-27
Darwin Wealth Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.6K (-$125)
Filed 2026-11-09
Manchester Capital Management LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.4K (-$107)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
INCREASED
Shares32 from 5
Change+27 (+540%)
Value$1.3K (+$1.1K)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares28 from 27
Change+1 (+4%)
Value$1.1K (-$44)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares24 from 48
Change-24 (-50%)
Value$982 (-$1.1K)
Filed 2026-10-30
Archer Investment Corp
DECREASED
Shares21 from 142
Change-121 (-85%)
Value$845 (-$5.4K)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares21 from 10
Change+11 (+110%)
Value$1 (+$1)
Filed 2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$736 (-$57)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$736 (-$57)
Filed 2026-10-23
Weaver Capital Management LLC
DECREASED
Shares12 from 22
Change-10 (-45%)
Value$491 (-$408)
Filed 2026-10-15
Hantz Financial Services, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$0 ($0)
Filed 2026-11-09
GK Wealth Management LLC
NEW
Shares6
Change+6
Value$245
Filed 2026-10-09
Davis Capital Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$245 (-$19)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$205 (-$15)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$123 (-$10)
Filed 2026-10-23
Measured Wealth Private Client Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$34 (-$3)
Filed 2026-11-10
Factory Mutual Insurance Co
CLOSED
Shares0 from 659,000
Change-659,000 (-100%)
Value$0 (-$29.0M)
Filed 2026-10-30
Thor Trading Advisors, LLC
CLOSED
Shares0 from 183,644
Change-183,644 (-100%)
Value$0 (-$8.1M)
Filed 2026-11-05
Cedar Point Capital Partners, LLC
CLOSED
Shares0 from 144,098
Change-144,098 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-29
Invenio Wealth Partners LLC
CLOSED
Shares0 from 126,416
Change-126,416 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-20
Horizon Wealth Management, LLC
CLOSED
Shares0 from 117,343
Change-117,343 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-02
Pinkerton Wealth, LLC
CLOSED
Shares0 from 109,269
Change-109,269 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-29
Surience Private Wealth LLC
CLOSED
Shares0 from 102,287
Change-102,287 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-16
True Freedom Investing, LLC
CLOSED
Shares0 from 101,235
Change-101,235 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-29
Graetz Wealth LLC
CLOSED
Shares0 from 58,519
Change-58,519 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-27
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 57,200
Change-57,200 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-28
Atlatl Advisers LLC
CLOSED
Shares0 from 53,789
Change-53,789 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-22
Sound Income Strategies, LLC
CLOSED
Shares0 from 42,566
Change-42,566 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-09
Imc-Chicago, LLC
CLOSED
Shares0 from 37,734
Change-37,734 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
CLOSED
Shares0 from 34,370
Change-34,370 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-09
Ignite Planners, LLC
CLOSED
Shares0 from 30,564
Change-30,564 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 22,934
Change-22,934 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 17,407
Change-17,407 (-100%)
Value$0 (-$766.4K)
Filed 2026-10-16
Keystone Wealth Services, LLC
CLOSED
Shares0 from 14,033
Change-14,033 (-100%)
Value$0 (-$617.9K)
Filed 2026-11-03
Providence First Trust Co
CLOSED
Shares0 from 12,193
Change-12,193 (-100%)
Value$0 (-$536.9K)
Filed 2026-11-02
Drive Wealth Management, LLC
CLOSED
Shares0 from 10,294
Change-10,294 (-100%)
Value$0 (-$453.2K)
Filed 2026-11-09
Park National Corp
CLOSED
Shares0 from 9,335
Change-9,335 (-100%)
Value$0 (-$410.9K)
Filed 2026-10-05
AlTi Global, Inc.
CLOSED
Shares0 from 8,966
Change-8,966 (-100%)
Value$0 (-$394.8K)
Filed 2026-11-09
Synergy Asset Management, LLC
CLOSED
Shares0 from 8,788
Change-8,788 (-100%)
Value$0 (-$386.9K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 8,561
Change-8,561 (-100%)
Value$0 (-$377.0K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 8,225
Change-8,225 (-100%)
Value$0 (-$362.1K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 7,557
Change-7,557 (-100%)
Value$0 (-$332.7K)
Filed 2026-10-21
City Center Advisors, LLC
CLOSED
Shares0 from 7,229
Change-7,229 (-100%)
Value$0 (-$318.3K)
Filed 2026-10-08
Griffin Asset Management, Inc.
CLOSED
Shares0 from 7,110
Change-7,110 (-100%)
Value$0 (-$313.1K)
Filed 2026-10-22
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 6,681
Change-6,681 (-100%)
Value$0 (-$294.2K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 6,451
Change-6,451 (-100%)
Value$0 (-$284.0K)
Filed 2026-10-28
Southland Equity Partners LLC
CLOSED
Shares0 from 5,995
Change-5,995 (-100%)
Value$0 (-$264.0K)
Filed 2026-10-14
Means Investment Co., Inc.
CLOSED
Shares0 from 5,962
Change-5,962 (-100%)
Value$0 (-$262.5K)
Filed 2026-11-03
Balefire, LLC
CLOSED
Shares0 from 5,944
Change-5,944 (-100%)
Value$0 (-$261.7K)
Filed 2026-10-09
Turning Point Benefit Group, Inc.
CLOSED
Shares0 from 5,738
Change-5,738 (-100%)
Value$0 (-$252.8K)
Filed 2026-10-28
KFG Wealth Management, LLC
CLOSED
Shares0 from 5,076
Change-5,076 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-16
Ted Buchan & Co
CLOSED
Shares0 from 4,782
Change-4,782 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-23
Fulcrum Equity Management
CLOSED
Shares0 from 4,763
Change-4,763 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-21
Landmark Wealth Management, Inc.
CLOSED
Shares0 from 4,701
Change-4,701 (-100%)
Value$0 (-$207.0K)
Filed 2026-11-04
Silverlake Wealth Management LLC
CLOSED
Shares0 from 4,686
Change-4,686 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-21
Atticus Wealth Management, LLC
CLOSED
Shares0 from 4,651
Change-4,651 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-20
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 4,612
Change-4,612 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-22
Trilogy Capital Inc.
CLOSED
Shares0 from 4,580
Change-4,580 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 4,121
Change-4,121 (-100%)
Value$0 (-$181.5K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 3,475
Change-3,475 (-100%)
Value$0 (-$153.0K)
Filed 2026-11-03
Townsend Asset Management Corp
CLOSED
Shares0 from 1,987
Change-1,987 (-100%)
Value$0 (-$87.5K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 1,734
Change-1,734 (-100%)
Value$0 (-$76.3K)
Filed 2026-11-02
Trust Co of Toledo NA
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$68.2K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$50.2K)
Filed 2026-11-02
Wellington Grp LLC
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$20.5K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 391
Change-391 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-20
Highline Wealth Partners LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-19
Tucker Asset Management LLC
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-29
Wagner Wealth Management, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-15
Arrow Financial Corp
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-02
Arlington Trust Co LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-20
Key FInancial Inc
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$793)
Filed 2026-11-02
Coston, McIsaac & Partners
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 10,788,663
Change-10,788,663 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,024,401
Change-7,024,401 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 2,549,761
Change-2,549,761 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,160,973
Change-2,160,973 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,158,678
Change-2,158,678 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,773,195
Change-1,773,195 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,580,192
Change-1,580,192 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,371,599
Change-1,371,599 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,282,055
Change-1,282,055 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,177,612
Change-1,177,612 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,059,840
Change-1,059,840 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,000,810
Change-1,000,810 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 947,212
Change-947,212 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 913,389
Change-913,389 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 768,635
Change-768,635 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 680,463
Change-680,463 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 614,909
Change-614,909 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 565,043
Change-565,043 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 562,815
Change-562,815 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 529,816
Change-529,816 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 527,413
Change-527,413 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 508,036
Change-508,036 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 503,400
Change-503,400 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 419,820
Change-419,820 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 386,766
Change-386,766 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 383,127
Change-383,127 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 381,438
Change-381,438 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 373,394
Change-373,394 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 368,034
Change-368,034 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 350,789
Change-350,789 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 347,324
Change-347,324 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 308,387
Change-308,387 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 289,591
Change-289,591 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 278,887
Change-278,887 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 276,975
Change-276,975 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 262,572
Change-262,572 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 245,437
Change-245,437 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 241,154
Change-241,154 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 241,112
Change-241,112 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 237,740
Change-237,740 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 229,076
Change-229,076 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 223,893
Change-223,893 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 215,433
Change-215,433 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 214,607
Change-214,607 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 205,200
Change-205,200 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 194,773
Change-194,773 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 194,306
Change-194,306 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 177,585
Change-177,585 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 174,639
Change-174,639 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 162,575
Change-162,575 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 158,000
Change-158,000 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 154,963
Change-154,963 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 153,251
Change-153,251 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 149,725
Change-149,725 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 149,558
Change-149,558 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 143,098
Change-143,098 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 135,413
Change-135,413 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 129,630
Change-129,630 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 128,638
Change-128,638 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 127,634
Change-127,634 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 127,070
Change-127,070 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 122,024
Change-122,024 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 120,513
Change-120,513 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 120,268
Change-120,268 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 118,177
Change-118,177 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 115,978
Change-115,978 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 115,531
Change-115,531 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 111,357
Change-111,357 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 110,630
Change-110,630 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 105,790
Change-105,790 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 104,653
Change-104,653 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 102,524
Change-102,524 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 95,275
Change-95,275 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 92,473
Change-92,473 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 87,895
Change-87,895 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 85,551
Change-85,551 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 83,164
Change-83,164 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 83,091
Change-83,091 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 83,033
Change-83,033 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 81,266
Change-81,266 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 79,693
Change-79,693 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 77,482
Change-77,482 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 77,415
Change-77,415 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 77,019
Change-77,019 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 75,838
Change-75,838 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 72,733
Change-72,733 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 71,114
Change-71,114 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 71,063
Change-71,063 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 69,863
Change-69,863 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 69,664
Change-69,664 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 69,586
Change-69,586 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 67,280
Change-67,280 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 66,615
Change-66,615 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 66,438
Change-66,438 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 65,737
Change-65,737 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 65,225
Change-65,225 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 64,838
Change-64,838 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 61,963
Change-61,963 (-100%)
Value—
State Street Corp
N/A
Shares— from 58,324
Change-58,324 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 56,402
Change-56,402 (-100%)
Value—
Stephens Inc
N/A
Shares— from 55,756
Change-55,756 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 54,989
Change-54,989 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 52,849
Change-52,849 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 52,486
Change-52,486 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 51,967
Change-51,967 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 51,566
Change-51,566 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 51,295
Change-51,295 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 47,368
Change-47,368 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 46,485
Change-46,485 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 46,386
Change-46,386 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 43,451
Change-43,451 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41,076
Change-41,076 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 39,092
Change-39,092 (-100%)
Value—
Betterment LLC
N/A
Shares— from 38,428
Change-38,428 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 38,269
Change-38,269 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 37,615
Change-37,615 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 37,218
Change-37,218 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 36,298
Change-36,298 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,050
Change-36,050 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 34,023
Change-34,023 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 32,711
Change-32,711 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 32,247
Change-32,247 (-100%)
Value—
Simmons Bank
N/A
Shares— from 31,807
Change-31,807 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 31,102
Change-31,102 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 31,080
Change-31,080 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 30,774
Change-30,774 (-100%)
Value—
&partners
N/A
Shares— from 29,742
Change-29,742 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 29,611
Change-29,611 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 29,449
Change-29,449 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,742
Change-28,742 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 28,487
Change-28,487 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 27,666
Change-27,666 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 26,542
Change-26,542 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 24,982
Change-24,982 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 24,690
Change-24,690 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 24,470
Change-24,470 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 24,189
Change-24,189 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 22,850
Change-22,850 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 22,464
Change-22,464 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 21,613
Change-21,613 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 21,385
Change-21,385 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 20,809
Change-20,809 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 20,756
Change-20,756 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 20,501
Change-20,501 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 20,443
Change-20,443 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 20,079
Change-20,079 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 19,340
Change-19,340 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,202
Change-18,202 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 17,515
Change-17,515 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 16,313
Change-16,313 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 15,908
Change-15,908 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 15,571
Change-15,571 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 15,502
Change-15,502 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 14,733
Change-14,733 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 14,670
Change-14,670 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,285
Change-14,285 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 13,787
Change-13,787 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 13,645
Change-13,645 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 13,603
Change-13,603 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 13,501
Change-13,501 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 12,980
Change-12,980 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 12,314
Change-12,314 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 12,247
Change-12,247 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 11,217
Change-11,217 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 10,931
Change-10,931 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,762
Change-9,762 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 9,713
Change-9,713 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 9,641
Change-9,641 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,084
Change-9,084 (-100%)
Value—
CSS LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 8,475
Change-8,475 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 8,453
Change-8,453 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,310
Change-8,310 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,765
Change-7,765 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 6,238
Change-6,238 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,760
Change-5,760 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,427
Change-5,427 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 5,419
Change-5,419 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 991
Change-991 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 913
Change-913 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 786
Change-786 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 677
Change-677 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 462
Change-462 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 390
Change-390 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 371
Change-371 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 201
Change-201 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 179
Change-179 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 158
Change-158 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 72
Change-72 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 36
Change-36 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17
Change-17 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Creative Planning
INCREASED55,542,43451,785,146+3,757,288+7%$2.3B$2.3B-$7.9M2026-11-02
LPL Financial LLC
DECREASED4,432,5024,632,026-199,524-4%$203.9M$181.3M-$22.6M2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED3,607,5003,392,096+215,404+6%$149.4M$147.6M-$1.8M2026-10-27
Vanderbilt University
INCREASED2,046,6372,029,067+17,570+1%$89.3M$83.7M-$5.6M2026-11-02
Capital Investment Advisors, LLC
INCREASED1,869,6861,681,059+188,627+11%$74.0M$76.5M+$2.5M2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED1,569,8561,650,772-80,916-5%$72.7M$64.2M-$8.5M2026-10-28
Parcion Private Wealth LLC
INCREASED1,077,9891,057,053+20,936+2%$46.5M$44.1M-$2.4M2026-10-28
Phoenix Financial Ltd.
UNCHANGED1,063,2041,063,20400%$46.8M$43.5M-$3.3M2026-11-09
Impact Partnership Wealth, LLC
NEW975,448—+975,448——$39.9M—2026-11-09
Thrivent Financial for Lutherans
INCREASED731,869709,705+22,164+3%$31.2M$29.9K-$31.2M2026-11-05
Warwick Investment Management, Inc.
INCREASED671,910667,825+4,085+1%$29.4M$27.5M-$1.9M2026-10-19
Gerber Kawasaki Wealth & Investment Management
INCREASED593,840558,459+35,381+6%$24.6M$24.3M-$294.9K2026-10-29
Auto-Owners Insurance Co
UNCHANGED584,048584,04800%$25.7M$23.9M-$1.8M2026-10-15
Savant Capital, LLC
INCREASED538,282401,671+136,611+34%$17.8M$22.0M+$4.2M2026-11-06
Dean, Jacobson Financial Services, LLC
INCREASED534,589527,828+6,761+1%$23.2M$21.9M-$1.4M2026-10-29
HighTower Advisors, LLC
DECREASED505,065570,721-65,656-11%$25.1M$20.7M-$4.5M2026-11-10
Meitav Investment House LTD
UNCHANGED448,499448,49900%$19.7M$18.3M-$1.4M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED430,217428,008+2,209+1%$19.0M$17.6M-$1.5M2026-10-13
Capital Wealth Management, LLC
INCREASED407,901387,611+20,290+5%$17.1M$16.7M-$379.3K2026-10-27
Prentice Wealth Management LLC
INCREASED398,811389,903+8,908+2%$17.2M$16.3M-$852.1K2026-10-20
Tanglewood Wealth Management, Inc.
INCREASED390,14227,682+362,460+1309%$1.2M$16.0M+$14.7M2026-10-23
Hudock, Inc.
INCREASED340,165335,466+4,699+1%$14.8M$13.9M-$854.4K2026-10-14
Country Trust Bank
DECREASED339,250359,583-20,333-6%$15.8M$13.9M-$2.0M2026-10-30
Allworth Financial LP
INCREASED336,550303,071+33,479+11%$13.3M$14.8M+$1.5M2026-11-06
Freestone Capital Holdings, LLC
INCREASED323,918315,720+8,198+3%$13.9M$13.3M-$649.7K2026-11-09
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED303,152303,15200%$13.3M$12.4M-$945.8K2026-11-09
Trust Asset Management LLC
UNCHANGED293,871293,87100%$12.9M$12.0M-$916.9K2026-11-03
AGF Management LTD
DECREASED270,346276,187-5,841-2%$12.2M$11.1M-$1.1M2026-11-03
Summit Securities Group LLC
INCREASED252,965145,498+107,467+74%$6.4M$10.3M+$3.9M2026-11-05
Foguth Wealth Management, Llc.
INCREASED251,643201,811+49,832+25%$9.1M$10.6M+$1.5M2026-10-19
Citigroup Inc
DECREASED251,395262,168-10,773-4%$11.5M$10.3M-$1.3M2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED201,34198,922+102,419+104%$4.4M$8.2M+$3.9M2026-10-09
Solano Wealth Investment Advisors LLC
INCREASED197,758190,902+6,856+4%$8.4M$8.1M-$315.2K2026-11-06
GenTrust, LLC
INCREASED191,439178,150+13,289+7%$7.8M$7.8M-$12.2K2026-11-06
Keybank National Association
DECREASED184,819186,046-1,227-1%$8.2M$7.6M-$630.7K2026-11-04
StrongBox Wealth, LLC
INCREASED174,753169,102+5,651+3%$7.4M$7.1M-$296.4K2026-11-02
Commonwealth Equity Services, LLC
DECREASED174,504181,018-6,514-4%$8.0M$7.1M-$831.3K2026-11-02
Aspect Partners, LLC
INCREASED172,551162,495+10,056+6%$7.2M$7.1M-$95.6K2026-10-20
LCW Services, LLC
INCREASED172,051157,792+14,259+9%$6.9M$7.0M+$91.0K2026-10-21
Bank of Montreal
INCREASED170,26665,647+104,619+159%$2.9M$7.0M+$4.1M2026-11-09
Jacobi Capital Management LLC
INCREASED166,172150,815+15,357+10%$6.6M$6.8M+$157.7K2026-11-05
PNC Financial Services Group, Inc.
DECREASED164,039195,059-31,020-16%$8.6M$6.7M-$1.9M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED161,208201,060-39,852-20%$8.9M$6.6K-$8.8M2026-11-02
Ball & Co Wealth Management Inc.
INCREASED157,577156,849+728+0%$6.9M$6.4M-$459.5K2026-11-05
Econ Financial Services Corp
INCREASED157,372142,610+14,762+10%$6.3M$6.4M+$159.0K2026-10-19
First Interstate Bank
DECREASED152,896159,445-6,549-4%$7.0M$6.3M-$765.4K2026-10-23
Western Wealth Management, LLC
INCREASED150,011133,532+16,479+12%$5.9M$6.1M+$257.6K2026-11-09
Brookstone Capital Management
DECREASED149,871153,634-3,763-2%$6.8M$6.1M-$633.3K2026-10-22
Armstrong Advisory Group, Inc
INCREASED148,702145,903+2,799+2%$6.4M$6.1M-$340.7K2026-10-09
Algorithmic Investment Models, LLC
INCREASED145,464117,994+27,470+23%$5.2M$6.0M+$755.7K2026-11-04
KCM Investment Advisors LLC
INCREASED144,158143,158+1,000+1%$6.3M$5.9M-$405.7K2026-10-27
Citizens Financial Group Inc
INCREASED138,331138,106+225+0%$6.1M$5.7M-$421.7K2026-10-23
Arkansas Financial Group, Inc.
INCREASED136,537135,858+679+1%$6.0M$5.6M-$396.1K2026-10-26
American National Bank of Texas
INCREASED127,944127,341+603+0%$5.6M$5.2M-$372.6K2026-10-07
Evergreen Capital Management LLC
DECREASED123,492136,618-13,126-10%$6.0M$5.1M-$963.2K2026-10-23
Choreo, LLC
DECREASED123,243125,974-2,731-2%$5.5M$5.0M-$504.8K2026-10-28
First Merchants Corp
DECREASED110,080115,020-4,940-4%$5.1M$4.5M-$561.0K2026-10-15
Certified Advisory Corp
DECREASED107,589136,852-29,263-21%$6.0M$4.4M-$1.6M2026-10-29
Legacy Private Trust Co.
INCREASED106,422106,377+45+0%$4.7M$4.4M-$330.1K2026-10-06
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED104,758104,75800%$4.6M$4.3M-$326.8K2026-11-09
JFS Wealth Advisors, LLC
DECREASED103,995111,322-7,327-7%$4.9M$4.3M-$647.1K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED101,63042,509+59,121+139%$1.9M$4.2M+$2.3M2026-10-16
Ayalon Insurance Comp Ltd.
UNCHANGED98,78098,78000%$4.3K$4.0K-$3082026-10-08
MCF Advisors LLC
DECREASED96,258116,728-20,470-18%$5.1M$3.9M-$1.2M2026-10-28
Flagship Harbor Advisors, LLC
INCREASED94,68238,118+56,564+148%$1.7M$3.9M+$2.2M2026-10-26
Park Avenue Securities LLC
INCREASED90,06984,015+6,054+7%$3.7M$3.7K-$3.7M2026-10-26
Nelson Capital Management, LLC
DECREASED89,79897,351-7,553-8%$4.3M$3.7M-$612.7K2026-11-09
Altura Wealth Advisors Inc.
INCREASED89,09284,441+4,651+6%$3.7M$3.6M-$73.2K2026-10-22
Baker Avenue Asset Management, LP
DECREASED88,36588,444-790%$3.9M$3.6M-$279.2K2026-11-06
Creative Financial Designs Inc
INCREASED88,02687,827+199+0%$3.9M$3.6M-$265.9K2026-11-04
Simon Quick Advisors, LLC
DECREASED84,736101,254-16,518-16%$4.5M$3.5M-$991.7K2026-10-26
Horizon Financial Services, LLC
INCREASED81,27577,221+4,054+5%$3.4M$3.3M-$75.1K2026-11-04
Chesley Taft & Associates LLC
INCREASED79,58178,931+650+1%$3.5M$3.3M-$219.7K2026-10-13
Scotia Capital Inc.
INCREASED79,36472,565+6,799+9%$3.2M$3.2M+$51.7K2026-11-10
Fortis Group Advisors, LLC
DECREASED79,349126,841-47,492-37%$5.6M$3.4M-$2.2M2026-11-06
Banco Santander, S.A.
INCREASED78,86653,471+25,395+47%$2.4M$3.2M+$872.1K2026-11-10
J. Team Financial, Inc.
INCREASED78,22466,731+11,493+17%$2.9M$3.2M+$262.0K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED75,87975,289+590+1%$3.3M$3.1K-$3.3M2026-10-14
Cardiff Park Advisors, LLC
UNCHANGED75,69475,69400%$3.3M$3.1M-$236.2K2026-11-09
Forbes J M & Co LLP
UNCHANGED74,90474,90400%$3.3M$3.1M-$233.7K2026-10-16
BAR Harbor Wealth Management
INCREASED72,46372,357+106+0%$3.2M$3.0M-$221.4K2026-10-21
Fifth Third Bancorp
DECREASED71,59273,773-2,181-3%$3.2M$2.9M-$319.4K2026-11-05
Compass Wealth Management, LLC
INCREASED69,31265,379+3,933+6%$2.9M$2.8M-$43.1K2026-10-30
Cap Partners, LLC
INCREASED67,02065,017+2,003+3%$2.9M$2.7M-$120.9K2026-10-19
Chemung Canal Trust Co
INCREASED67,00534,274+32,731+96%$1.5M$2.7M+$1.2M2026-11-04
Oppenheimer & Co Inc
DECREASED65,99580,487-14,492-18%$3.5M$2.7M-$844.0K2026-10-26
Paladin Advisory Group, LLC
DECREASED63,74765,530-1,783-3%$2.9M$2.6M-$277.4K2026-11-09
Aafmaa Wealth Management & Trust LLC
INCREASED62,11358,763+3,350+6%$2.6M$2.6M+$33.7K2026-10-14
NBT Bank, N.A.
DECREASED60,94161,094-1530%$2.7M$2.5M-$196.9K2026-10-21
Prospera Financial Services Inc
DECREASED59,78062,345-2,565-4%$2.7M$2.6M-$164.4K2026-11-04
Founders Financial Securities LLC
INCREASED59,11429,781+29,333+99%$1.3M$2.4M+$1.1M2026-10-28
American National Bank & Trust
DECREASED58,54077,754-19,214-25%$3.4M$2.4M-$1.0M2026-10-07
Cordatus Wealth Management LLC
DECREASED58,07958,386-307-1%$2.6M$2.4M-$194.7K2026-10-19
Bellwether Advisors, LLC
DECREASED57,84868,904-11,056-16%$3.0M$2.4M-$667.3K2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED57,57174,069-16,498-22%$3.3M$2.4M-$906.0K2026-11-03
Spire Wealth Management
DECREASED57,11459,276-2,162-4%$2.6M$2.3M-$273.6K2026-10-30
Kestra Advisory Services, LLC
INCREASED56,37350,242+6,131+12%$2.2M$2.3M+$94.1K2026-11-02
M&T Bank Corp
DECREASED56,08357,224-1,141-2%$2.5M$2.3M-$225.1K2026-11-10
HighPoint Advisor Group LLC
INCREASED55,94252,550+3,392+6%$2.3M$2.3M-$25.2K2026-11-09
Oath Planning, LLC
INCREASED54,10143,058+11,043+26%$1.9M$2.2M+$317.4K2026-10-20
Truist Financial Corp
INCREASED52,70248,566+4,136+9%$2.1M$2.2M+$17.7K2026-10-30
Fragasso Financial Advisors Inc
INCREASED50,77650,639+137+0%$2.2M$2.1M-$116.9K2026-10-13
Manske Wealth Management
DECREASED50,69452,857-2,163-4%$2.3M$2.1M-$253.4K2026-10-26
WBH Advisory Inc
DECREASED50,48454,243-3,759-7%$2.4M$2.1M-$323.1K2026-11-05
Horizons Wealth Management
NEW49,917—+49,917——$2.0M—2026-10-05
D.A. Davidson & Co.
DECREASED48,724177,213-128,489-73%$7.8M$2.0M-$5.8M2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED48,67622,867+25,809+113%$1.0M$2.0M+$984.5K2026-10-14
Trek Financial, LLC
DECREASED46,78252,853-6,071-11%$2.3M$1.9M-$413.3K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED46,62844,789+1,839+4%$2.0M$1.9M-$64.5K2026-11-05
Waller Financial Planning Group, Inc
DECREASED45,49357,904-12,411-21%$2.5M$1.9M-$688.4K2026-10-07
Thayer Partners, LLC / MA
INCREASED44,70439,430+5,274+13%$1.7M$1.8M+$92.7K2026-11-06
Redwood Financial Network Corp
DECREASED44,24045,823-1,583-3%$2.0M$1.8M-$207.8K2026-11-03
Atria Investments, Inc
INCREASED43,11741,163+1,954+5%$1.8M$1.8M-$48.5K2026-10-15
Ranch Capital Advisors Inc.
INCREASED42,55042,104+446+1%$1.9M$1.7M-$113.1K2026-11-09
Centennial Bank
DECREASED41,88458,582-16,698-28%$2.6M$1.7M-$865.9K2026-11-09
Winthrop Capital Management, LLC
DECREASED41,83942,040-2010%$1.9M$1.7M-$139.4K2026-11-05
IFG Advisory, LLC
DECREASED41,60346,207-4,604-10%$2.0M$1.7M-$332.5K2026-11-09
Independent Financial Group, LLC
INCREASED41,49113,960+27,531+197%$614.7K$1.7M+$1.1M2026-10-13
LexAurum Advisors, LLC
DECREASED41,32041,975-655-2%$1.8M$1.7M-$157.8K2026-10-19
RFG Advisory, LLC
DECREASED40,96141,707-746-2%$1.8M$1.7M-$160.6K2026-11-03
US Bancorp \de\
DECREASED40,90941,075-1660%$1.8M$1.7M-$135.0K2026-11-05
CX Institutional
DECREASED40,43150,731-10,300-20%$2.2K$1.7K-$5802026-10-02
Signal Advisors Wealth, LLC
INCREASED40,31823,907+16,411+69%$1.1M$1.6M+$596.8K2026-10-13
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED40,19240,19200%$1.8M$1.6M-$125.4K2026-11-09
3Edge Asset Management, LP
INCREASED39,27338,186+1,087+3%$1.7M$1.6M-$74.7K2026-10-30
AlphaStar Capital Management, LLC
INCREASED38,89235,965+2,927+8%$1.6M$1.6M+$7.5K2026-10-16
Global Trust Wealth Management LLC
INCREASED38,02737,765+262+1%$1.7M$1.6M-$107.1K2026-10-14
Smith Salley Wealth Management
NEW37,360—+37,360——$1.5M—2026-11-03
Krilogy Financial LLC
INCREASED36,27132,943+3,328+10%$1.5M$1.5M+$70.0K2026-10-13
Orange Investment Advisors, Inc.
DECREASED35,72835,843-1150%$1.6M$1.5M-$116.5K2026-10-23
Castle Wealth Management LLC
DECREASED35,10140,082-4,981-12%$1.8M$1.4M-$328.8K2026-11-10
Blair William & Co
INCREASED34,72433,828+896+3%$1.5M$1.4M-$68.9K2026-11-10
Trust Co of Oklahoma
INCREASED33,88533,122+763+2%$1.5M$1.4M-$72.1K2026-10-15
Bailard, Inc.
DECREASED33,63634,746-1,110-3%$1.5M$1.4M-$153.8K2026-10-13
Simplicity Wealth,LLC
DECREASED32,83335,133-2,300-7%$1.5M$1.3M-$203.7K2026-10-23
JSF Financial, LLC
INCREASED32,74531,238+1,507+5%$1.4M$1.3M-$35.8K2026-10-22
Cornerstone Planning Group LLC
INCREASED32,51732,050+467+1%$1.4M$1.4M-$89.5K2026-10-16
Scott Capital Advisors, LLC
INCREASED32,03731,064+973+3%$1.4M$1.3M-$68.0K2026-10-13
Colton Groome Financial Advisors, LLC
INCREASED31,6668,919+22,747+255%$392.7K$1.3M+$902.8K2026-10-06
Lynx Capital Group LTD
UNCHANGED31,30031,30000%$1.4M$1.3M-$97.7K2026-11-04
Lido Advisors, LLC
INCREASED31,05329,671+1,382+5%$1.3M$1.3M-$36.0K2026-11-04
CoreCap Advisors, LLC
DECREASED30,80340,422-9,619-24%$1.8M$1.3M-$519.6K2026-10-08
Patriot Investment Management Group, Inc.
INCREASED30,69628,758+1,938+7%$1.3M$1.3M-$10.4K2026-10-15
Capital Investment Counsel, LLC
NEW29,726—+29,726——$1.2M—2026-10-14
Sierra Summit Advisors LLC
INCREASED29,56128,552+1,009+4%$1.3M$1.2M-$47.8K2026-10-28
Clearview Wealth Management LLC
DECREASED29,43932,414-2,975-9%$1.4M$1.2M-$195.8K2026-10-16
Foronjy Financial LLC
INCREASED28,72826,837+1,891+7%$1.2M$1.2M-$6.4K2026-10-14
Associated Banc-Corp
INCREASED28,32026,579+1,741+7%$1.2M$1.2M-$11.7K2026-10-30
Hudson Oak Wealth Advisory LLC
DECREASED28,21529,010-795-3%$1.3M$1.2M-$123.0K2026-10-16
Sherry Group, Inc.
INCREASED27,81527,647+168+1%$1.2M$1.1M-$103.7K2026-10-09
LifeGoal Investments, LLC
DECREASED27,15251,006-23,854-47%$2.2M$1.1M-$1.1M2026-10-09
HB Wealth Management, LLC
INCREASED27,04015,212+11,828+78%$669.8K$1.1M+$436.4K2026-10-23
Zullo Investment Group, Inc.
INCREASED26,80726,041+766+3%$1.1M$1.1M-$49.9K2026-10-20
Fairway Wealth LLC
INCREASED26,72515,137+11,588+77%$666.5K$1.1M+$426.8K2026-10-30
United Asset Strategies, Inc.
INCREASED26,28413,054+13,230+101%$574.8K$1.1M+$500.5K2026-10-28
Luminist Capital LLC
DECREASED24,95528,024-3,069-11%$1.2M$1.0M-$213.0K2026-11-10
Cullen Capital Management, LLC
INCREASED24,74913,645+11,104+81%$600.8K$1.0M+$411.7K2026-11-10
Advisory Resource Group
INCREASED24,69622,535+2,161+10%$992.2K$1.0M+$18.1K2026-10-26
Cooksen Wealth, LLC
INCREASED24,19523,849+346+1%$1.1M$1.0M-$43.3K2026-10-13
Geneos Wealth Management Inc.
DECREASED23,90174,160-50,259-68%$3.3M$977.8K-$2.3M2026-11-09
Go Invest LLC
INCREASED23,76422,252+1,512+7%$979.8K$972.2K-$7.6K2026-10-09
Silvia Mccoll Wealth Management, LLC
INCREASED23,71422,930+784+3%$1.0M$970.1K-$39.5K2026-10-07
Lake Street Private Wealth, LLC
INCREASED23,52121,819+1,702+8%$960.7K$962.3K+$1.6K2026-10-22
AlphaCore Capital LLC
DECREASED23,14924,514-1,365-6%$1.1M$947.0K-$132.3K2026-11-04
Axxcess Wealth Management, LLC
INCREASED22,88717,264+5,623+33%$760.1K$936.3K+$176.2K2026-10-21
Barclays PLC
DECREASED22,554355,294-332,740-94%$15.6M$922.7K-$14.7M2026-11-06
Beacon Bank & Trust
DECREASED22,31629,043-6,727-23%$1.3M$912.9K-$365.8K2026-10-27
Zinnia Wealth Advisory, LLC
NEW22,192—+22,192——$907.9K—2026-11-06
Magnus Financial Group LLC
DECREASED22,09222,511-419-2%$991.2K$903.8K-$87.4K2026-10-21
Exchange Traded Concepts, LLC
INCREASED22,07816,849+5,229+31%$741.9K$903.2K+$161.4K2026-10-28
Old National Bancorp
INCREASED21,94719,056+2,891+15%$839.0K$897.9K+$58.8K2026-10-20
Farther Finance Advisors, LLC
DECREASED21,74630,332-8,586-28%$1.3M$889.6K-$447.3K2026-10-08
Premier Path Wealth Partners, LLC
DECREASED21,68735,683-13,996-39%$1.6M$887.2K-$683.9K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED21,68534,695-13,010-37%$1.5M$887.1K-$640.5K2026-11-06
10Elms LLP
DECREASED21,41322,889-1,476-6%$1.0M$876.0K-$131.8K2026-11-06
Sowell Financial Services LLC
DECREASED21,31622,532-1,216-5%$992.1K$872.1K-$120.0K2026-10-23
Flagstar Securities, Inc
INCREASED21,23313,982+7,251+52%$615.6K$868.6K+$253.0K2026-10-15
LightSquare Wealth Management, LLC
DECREASED21,03751,191-30,154-59%$2.3M$860.6K-$1.4M2026-11-03
Personal CFO Solutions, LLC
INCREASED20,94316,979+3,964+23%$747.6K$856.8K+$109.2K2026-11-06
Asset Management One Co., Ltd.
INCREASED20,61217,454+3,158+18%$768.5K$843.2K+$74.7K2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED20,47919,099+1,380+7%$840.9K$837.8K-$3.1K2026-11-05
Blueprint Investment Partners LLC
DECREASED20,24620,976-730-3%$923.6K$828.3K-$95.3K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED20,16220,469-307-1%$901.3K$824.8K-$76.4K2026-10-30
Nestegg Advisors, Inc.
INCREASED19,42812,655+6,773+54%$557.2K$794.8K+$237.6K2026-10-21
FMR LLC
DECREASED19,25220,405-1,153-6%$898.4K$787.6K-$110.8K2026-11-10
Central Trust Co
INCREASED19,20818,549+659+4%$816.7K$785.8K-$30.9K2026-11-05
1900 Wealth Management LLC
DECREASED19,12419,593-469-2%$862.7K$782.4K-$80.3K2026-10-13
Blueprint Financial Advisors LLC
DECREASED19,05019,521-471-2%$859.5K$779.3K-$80.2K2026-10-28
FIL Ltd
INCREASED19,03117,991+1,040+6%$792.1K$778.6K-$13.6K2026-11-10
Valmark Advisers, Inc.
INCREASED18,91617,242+1,674+10%$759.2K$773.9K+$14.7K2026-11-06
Arlington Capital Management Inc
INCREASED18,82311,377+7,446+65%$500.9K$770.0K+$269.1K2026-10-30
Weinberger Asset Management, Inc
INCREASED18,40417,852+552+3%$806.5K$752.9K-$53.6K2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED18,27118,326-550%$806.9K$747.5K-$59.4K2026-10-05
Carret Asset Management, LLC
UNCHANGED18,01318,01300%$793.1K$736.9K-$56.2K2026-11-04
Es4, LLC
INCREASED17,98617,836+150+1%$785.3K$735.8K-$49.5K2026-11-09
Bank of New York Mellon Corp
INCREASED17,63917,139+500+3%$754.6K$721.6K-$33.0K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED17,51818,567-1,049-6%$817.5K$716.7K-$100.8K2026-11-04
Sigma Planning Corp
INCREASED17,48014,884+2,596+17%$655.3K$715.1K+$59.8K2026-10-23
Orrstown Financial Services Inc
DECREASED17,36717,904-537-3%$788.3K$710.5K-$77.8K2026-10-14
Integrated Advisors Network LLC
INCREASED17,01015,742+1,268+8%$693.1K$695.9K+$2.8K2026-10-20
Creekside Partners
INCREASED16,45516,391+64+0%$721.7K$673.2K-$48.5K2026-11-04
Peoples Bank
DECREASED16,24516,980-735-4%$747.6K$664.6K-$83.0K2026-10-09
Harel Insurance Investments & Financial Services Ltd.
DECREASED16,21517,608-1,393-8%$772.0K$660-$771.3K2026-11-02
Wall Capital Group, Inc.
INCREASED16,1757,180+8,995+125%$316.1K$661.7K+$345.6K2026-10-14
Great Valley Advisor Group, Inc.
INCREASED15,87112,319+3,552+29%$542.6K$649.2K+$106.6K2026-11-09
Independence Wealth Advisors, LLC
INCREASED15,81314,244+1,569+11%$627.2K$646.9K+$19.7K2026-10-29
Patten & Patten Inc
UNCHANGED15,79915,79900%$695.6K$646.3K-$49.3K2026-10-26
Boltwood Capital Management
DECREASED15,68015,749-690%$693.4K$641.5K-$52.0K2026-10-02
Asset Allocation Strategies LLC
INCREASED15,63815,376+262+2%$677.0K$639.8K-$37.2K2026-10-20
Conservest Capital Advisors, Inc.
INCREASED15,44014,259+1,181+8%$627.8K$631.6K+$3.8K2026-11-09
Cornerstone National Bank & Trust Co
DECREASED15,24915,294-450%$675.7K$620.3K-$55.4K2026-10-20
Pines Wealth Management, LLC
INCREASED15,12214,059+1,063+8%$619.0K$618.7K-$3572026-10-21
AMG National Trust Bank
INCREASED15,06215,002+60+0%$660.5K$616.2K-$44.4K2026-11-05
Impact Investors, Inc
DECREASED14,58119,892-5,311-27%$875.8K$596.5K-$279.3K2026-11-02
Trust Co
DECREASED14,47415,275-801-5%$672.6K$592.1K-$80.4K2026-10-09
James Investment Research, Inc.
DECREASED14,36015,486-1,126-7%$681.8K$587.5K-$94.4K2026-10-22
Compound Planning, Inc.
DECREASED14,25214,294-420%$629.4K$583.1K-$46.3K2026-11-09
Chesapeake Wealth Management
DECREASED14,22314,312-89-1%$630.2K$581.9K-$48.3K2026-11-09
SBI Securities Co., Ltd.
DECREASED14,15514,357-202-1%$632.1K$579.1K-$53.1K2026-10-22
BCS Wealth Management
INCREASED14,11913,292+827+6%$585.2K$577.6K-$7.6K2026-11-03
Wespac Advisors, LLC
INCREASED13,71913,516+203+2%$595.1K$561.2K-$33.9K2026-10-26
Burford Brothers, Inc.
DECREASED13,22415,127-1,903-13%$666.0K$541.0K-$125.0K2026-10-21
Fifth Third Securities, Inc.
NEW13,217—+13,217——$540.7K—2026-10-21
Perigon Wealth Management, LLC
INCREASED13,16612,650+516+4%$557.0K$538.6K-$18.4K2026-10-22
Advisor Resource Council
DECREASED12,99819,683-6,685-34%$871.7K$528.6K-$343.1K2026-11-05
StoneX Group Inc.
INCREASED12,9005,007+7,893+158%$220.5K$532.5K+$312.0K2026-11-03
Abound Wealth Management
INCREASED12,6037,002+5,601+80%$308.3K$515.6K+$207.3K2026-10-26
MontVue Capital Management, Inc.
DECREASED12,43412,738-304-2%$560.8K$508.7K-$52.2K2026-10-19
Bonfire Financial
INCREASED12,19311,427+766+7%$503.1K$498.8K-$4.3K2026-11-06
Focus Financial Network, Inc.
DECREASED12,14412,305-161-1%$541.8K$496.8K-$45.0K2026-10-14
Blue Fin Capital, Inc.
INCREASED12,09111,213+878+8%$493.7K$494.6K+$9352026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
NEW11,872—+11,872——$485.7K—2026-10-14
Retirement Planning Co of New England, Inc.
INCREASED11,81611,525+291+3%$507.5K$483.4K-$24.0K2026-10-15
Ascentis Independent Advisors
NEW11,625—+11,625——$475.6K—2026-11-03
Harbour Investments, Inc.
DECREASED11,43012,735-1,305-10%$560.7K$467.6K-$93.1K2026-11-09
Symmetry Partners, LLC
NEW11,292—+11,292——$462.0K—2026-10-27
Independence Bank of Kentucky
INCREASED11,22810,228+1,000+10%$450.3K$459.3K+$9.0K2026-10-26
Mystic Asset Management, Inc.
INCREASED11,18010,360+820+8%$456.2K$457.4K+$1.2K2026-10-15
Intergy Private Wealth, LLC
INCREASED11,13111,129+2+0%$490.0K$455.4K-$34.7K2026-10-16
United Bank
DECREASED10,89912,125-1,226-10%$533.9K$445.9K-$88.0K2026-11-06
Private Trust Co NA
DECREASED10,87215,241-4,369-29%$671.1K$444.8K-$226.3K2026-10-20
Colony Family Offices, LLC
UNCHANGED10,75810,75800%$473.7K$440.1K-$33.6K2026-10-22
Avior Wealth Management, LLC
DECREASED10,61811,472-854-7%$505.1K$434.4K-$70.7K2026-10-13
Pine Valley Investments Ltd Liability Co
INCREASED10,5749,372+1,202+13%$412.6K$432.6K+$19.9K2026-11-09
Point Windward Advisors Inc.
INCREASED10,56910,164+405+4%$447.5K$432.4K-$15.1K2026-11-06
Vise Technologies, Inc.
DECREASED10,55311,868-1,315-11%$522.5K$431.7K-$90.8K2026-10-29
Powerhouse Assets LLC
INCREASED10,44710,413+34+0%$458.5K$427.4K-$31.1K2026-10-19
Meridian Wealth Management, LLC
INCREASED10,2137,360+2,853+39%$324.1K$417.8K+$93.7K2026-11-05
CWC Advisors, Llc.
INCREASED10,1129,651+461+5%$424.9K$413.7K-$11.3K2026-10-15
Florida Financial Advisors, LLC
INCREASED10,0909,546+544+6%$420.3K$412.8K-$7.6K2026-11-09
Apollon Wealth Management, LLC
NEW10,006—+10,006——$409.4K—2026-10-23
Nuveen, LLC
NEW9,937—+9,937——$410.8K—2026-11-10
RCW Management, LLC
INCREASED9,8309,828+2+0%$432.8K$402.2K-$30.6K2026-10-30
Edgestream Partners, L.P.
NEW9,593—+9,593——$392.5K—2026-11-10
Kessler Investment Group, LLC
INCREASED9,4666,729+2,737+41%$296.3K$387.3K+$91.0K2026-10-08
Toews Corp
UNCHANGED9,4009,40000%$413.9K$384.6K-$29.3K2026-11-09
M.E. Allison & Co., Inc.
INCREASED9,3929,391+1+0%$413.5K$384.2K-$29.2K2026-10-09
Roberts Wealth Advisors, LLC
INCREASED9,3179,267+50+1%$408.0K$381.2K-$26.8K2026-10-14
HBW Advisory Services LLC
DECREASED9,2459,539-294-3%$420.0K$378.2K-$41.8K2026-10-15
DT Investment Partners, LLC
DECREASED9,1889,804-616-6%$431.7K$375.9K-$55.8K2026-10-27
Essex LLC
INCREASED9,1528,189+963+12%$360.6K$374.4K+$13.8K2026-10-14
Larson Financial Group LLC
INCREASED9,0737,884+1,189+15%$347.1K$371.2K+$24.1K2026-11-05
New England Capital Financial Advisors LLC
INCREASED8,9448,911+33+0%$392.4K$365.9K-$26.5K2026-11-03
Wedbush Securities Inc
DECREASED8,8078,825-180%$389.0K$360-$388.6K2026-10-22
Diversify Advisory Services, LLC
DECREASED8,7998,820-210%$403.6K$369.5K-$34.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED8,7998,820-210%$403.6K$369.5K-$34.2K2026-10-20
Nwam LLC
INCREASED8,4198,163+256+3%$359.4K$344.4K-$15.0K2026-11-09
IFP Advisors, Inc
INCREASED8,4008,395+5+0%$369.6K$343.6K-$26.0K2026-10-16
First National Trust Co
DECREASED8,3628,874-512-6%$390.7K$342.1K-$48.6K2026-10-28
Bokf, NA
UNCHANGED8,2368,23600%$362.6K$336.9K-$25.7K2026-10-27
MGO One Seven LLC
DECREASED8,21311,730-3,517-30%$516.5K$336.0K-$180.5K2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED8,0418,193-152-2%$360.7K$329.0K-$31.8K2026-10-21
IMZ Advisory Inc
DECREASED7,9908,152-162-2%$358.9K$326.9K-$32.0K2026-11-03
KWB Wealth
DECREASED7,9768,034-58-1%$353.7K$326.3K-$27.4K2026-10-16
Wealth Advisory Solutions, LLC
DECREASED7,9458,043-98-1%$354.1K$325.0K-$29.1K2026-10-20
RVW Wealth, LLC
UNCHANGED7,8467,84600%$345.5K$321.0K-$24.5K2026-10-06
Alliance Wealth Advisors, LLC
DECREASED7,84233,138-25,296-76%$1.5M$320.8K-$1.1M2026-10-14
W.H. Cornerstone Investments Inc.
INCREASED7,6547,590+64+1%$334.2K$313.1K-$21.1K2026-11-03
Lanark Financial, Inc.
INCREASED7,6475,593+2,054+37%$246.3K$312.8K+$66.6K2026-10-26
Visionary Wealth Advisors
DECREASED7,5918,632-1,041-12%$380.1K$310.6K-$69.5K2026-11-04
Able Financial Group, LLC
UNCHANGED7,5777,57700%$333.6K$310.0K-$23.6K2026-10-14
Carlson Financial, Inc.
INCREASED7,5707,514+56+1%$330.8K$309.7K-$21.1K2026-11-05
Cane Capital Partners, LLC
NEW7,523—+7,523——$307.8K—2026-10-23
Americana Partners, LLC
INCREASED7,4917,479+12+0%$329.3K$306.5K-$22.8K2026-10-28
Analyst IMS Investment Management Services Ltd.
UNCHANGED7,4857,48500%$330.0K$306-$329.7K2026-11-05
Kaizen Financial Strategies
DECREASED7,4767,973-497-6%$352.2K$305.8K-$46.4K2026-10-09
Gateway Investment Advisers LLC
NEW7,456—+7,456——$305.0K—2026-10-13
Ritholtz Wealth Management
DECREASED7,4418,357-916-11%$368.0K$304.4K-$63.5K2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED7,3456,250+1,095+18%$275.2K$300.5K+$25.3K2026-11-09
Soltis Investment Advisors LLC
NEW7,306—+7,306——$298.9K—2026-10-28
AdvisorNet Financial, Inc
INCREASED7,2596,247+1,012+16%$275.1K$301.2K+$26.1K2026-10-15
Assetmark, Inc
DECREASED7,23993,280-86,041-92%$4.1M$296.1K-$3.8M2026-10-21
Petros Family Wealth, LLC
INCREASED7,2235,974+1,249+21%$263.0K$295.5K+$32.5K2026-10-28
Innova Wealth Partners
INCREASED7,1906,653+537+8%$292.9K$294.1K+$1.2K2026-10-21
DeLarme Wealth Management, Inc.
INCREASED7,1455,500+1,645+30%$242.2K$292.3K+$50.1K2026-10-30
BCO Wealth Management LLC
UNCHANGED7,1157,11500%$313.3K$291.1K-$22.2K2026-10-14
Avestar Capital, LLC
DECREASED7,0497,187-138-2%$316.4K$288.4K-$28.1K2026-10-28
Ballast Rock Private Wealth LLC
DECREASED7,0477,061-140%$310.9K$288.3K-$22.6K2026-10-26
Split Creek LLC DBA Split Creek Capital LLC
INCREASED6,9356,091+844+14%$268.2K$283.7K+$15.5K2026-11-02
Plimoth Trust Co LLC
DECREASED6,9126,923-110%$304.8K$282.8K-$22.1K2026-10-26
Marks Group Wealth Management, Inc
UNCHANGED6,9126,91200%$304.3K$282.8K-$21.6K2026-11-05
Joseph P. Lucia & Associates, LLC
DECREASED6,8297,106-277-4%$312.9K$279.4K-$33.5K2026-10-30
BLB&B Advisors, LLC
INCREASED6,7886,747+41+1%$297.1K$277.7K-$19.4K2026-10-27
Money Concepts Capital Corp
INCREASED6,7676,241+526+8%$274.8K$276.8K+$2.0K2026-11-06
Carnegie Investment Counsel
INCREASED6,7676,448+319+5%$283.9K$276.8K-$7.1K2026-10-20
PFG Advisors
INCREASED6,7006,500+200+3%$286.2K$274.1K-$12.1K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED6,6575,947+710+12%$261.9K$272.3K+$10.5K2026-10-13
TFB Advisors LLC
INCREASED6,5875,594+993+18%$246.3K$269.5K+$23.2K2026-11-02
Andrews Advisory Associates, LLC
UNCHANGED6,5226,52200%$287.2K$266.8K-$20.3K2026-10-15
University of Texas S AM Investment Management Co
INCREASED6,4996,458+41+1%$284.3K$265.9K-$18.5K2026-11-03
Apella Capital, LLC
INCREASED6,4556,332+123+2%$284.3K$261.9K-$22.4K2026-10-08
Crescent Grove Advisors, LLC
UNCHANGED6,4426,44200%$283.6K$263.5K-$20.1K2026-10-21
Churchill Financial Advisors, LLC
INCREASED6,4106,303+107+2%$277.5K$262.2K-$15.3K2026-10-20
Mechanics Bank Trust Department
INCREASED6,3704,575+1,795+39%$201.4K$260.6K+$59.2K2026-10-13
Aprio Wealth Management, LLC
DECREASED6,3367,165-829-12%$315.5K$259.2K-$56.3K2026-10-28
Collaborative Wealth Managment Inc.
UNCHANGED6,3226,32200%$278.4K$258.6K-$19.7K2026-11-06
Victory Financial Group, LLC
INCREASED6,3176,071+246+4%$267.3K$258.4K-$8.9K2026-10-27
NovaPoint Capital, LLC
UNCHANGED6,2216,22100%$273.9K$254.5K-$19.4K2026-10-22
Straight Path Wealth Management
INCREASED6,1325,965+167+3%$262.6K$250.9K-$11.8K2026-10-23
Barrett & Company, Inc.
INCREASED6,0506,008+42+1%$264.5K$247.5K-$17.0K2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED5,9345,93400%$261.3K$242.8K-$18.5K2026-10-29
Atlas Capital Advisors Inc.
DECREASED5,9226,978-1,056-15%$307.2K$1.4M+$1.1M2026-11-09
Caldwell Trust Co
UNCHANGED5,9065,90600%$260.0K$241.6K-$18.4K2026-10-30
SLT Holdings LLC
NEW5,896—+5,896——$241.2K—2026-10-15
Vilga Financial Planning LLC
INCREASED5,8305,576+254+5%$245.5K$238.5K-$7.0K2026-10-09
Belpointe Asset Management LLC
DECREASED5,81724,982-19,165-77%$1.1M$238.0K-$862.0K2026-11-09
Fortis Capital Advisors, LLC
INCREASED5,8175,401+416+8%$237.8K$238.0K+$1682026-11-09
Pacific Center for Financial Services
INCREASED5,8155,760+55+1%$253.6K$237.9K-$15.7K2026-10-15
Centennial Wealth Advisory LLC
INCREASED5,8085,702+106+2%$251.1K$237.6K-$13.5K2026-10-16
B. Riley Wealth Advisors, Inc.
NEW5,721—+5,721——$234.1K—2026-10-13
Dividend Assets Capital, LLC
NEW5,700—+5,700——$233.2K—2026-11-10
Sovran Advisors, LLC
INCREASED5,6065,154+452+9%$236.9K$241.4K+$4.5K2026-11-02
Community Trust & Investment Co
UNCHANGED5,5785,57800%$245.6K$228.2K-$17.4K2026-10-15
UMB Bank, n.a.
UNCHANGED5,5595,55900%$244.8K$227.4K-$17.3K2026-11-06
Regions Financial Corp
NEW5,482—+5,482——$224.3K—2026-11-05
Verus Capital Partners, LLC
INCREASED5,4015,381+20+0%$236.9K$221.0K-$16.0K2026-11-03
Midwest Trust Co
DECREASED5,3726,983-1,611-23%$307.5K$219.8K-$87.7K2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED5,2615,26100%$231.6K$231.6K$02026-11-03
Verdence Capital Advisors LLC
NEW5,259—+5,259——$215.1K—2026-10-26
Modera Wealth Management, LLC
DECREASED5,2555,396-141-3%$237.6K$215.0K-$22.6K2026-10-28
First Horizon Corp
DECREASED5,2365,277-41-1%$232.3K$214.2K-$18.1K2026-10-26
Realta Investment Advisors
DECREASED5,22627,401-22,175-81%$1.2M$213.8K-$992.7K2026-10-14
Fisher Asset Management, LLC
NEW5,214—+5,214——$213.3K—2026-11-06
BAM Wealth Management, LLC
NEW5,022—+5,022——$205.5K—2026-10-15
Fairvoy Private Wealth, LLC
DECREASED4,9895,335-346-6%$234.9K$204.1K-$30.8K2026-10-19
Winter & Associates, Inc.
DECREASED4,9647,559-2,595-34%$332.8K$210.4K-$122.4K2026-10-23
Mcdonald Partners LLC
INCREASED4,1433,529+614+17%$155.4K$169.5K+$14.1K2026-11-03
Valued Wealth Advisors LLC
DECREASED3,5828,735-5,153-59%$384.6K$146.5K-$238.1K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED3,53210,430-6,898-66%$459.2K$144.5K-$314.8K2026-10-28
First United Bank & Trust
INCREASED3,3173,223+94+3%$141.9K$135.7K-$6.2K2026-10-22
Cranbrook Wealth Management, LLC
DECREASED3,2163,770-554-15%$166.0K$131.6K-$34.4K2026-10-28
Sherman Asset Management, Inc.
UNCHANGED3,0753,07500%$135.4K$125.8K-$9.6K2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED2,8932,89300%$127.4K$118.4K-$9.0K2026-11-03
Gamma Investing LLC
INCREASED2,8652,636+229+9%$116.1K$117.2K+$1.1K2026-10-08
TD Waterhouse Canada Inc.
DECREASED2,59757,025-54,428-95%$2.5M$105.6K-$2.4M2026-10-16
Noble Wealth Management PBC
UNCHANGED2,5002,50000%$110.1K$102.3K-$7.8K2026-10-01
Flagship Wealth Advisors, LLC
UNCHANGED2,4872,48700%$109.5K$101.7K-$7.8K2026-11-03
Meramec Financial Planners, LLC
NEW2,458—+2,458——$108.2K—2026-11-09
Compass Financial Management LLC
DECREASED2,1982,222-24-1%$100.3K$89.9K-$10.3K2026-10-30
Cullen T Bankers, Inc.
INCREASED2,1461,383+763+55%$60.9K$87.8K+$26.9K2026-10-28
Capital Advisors, Ltd. LLC
DECREASED2,0302,715-685-25%$120$83-$372026-10-27
Chilton Capital Management LLC
UNCHANGED1,9981,99800%$88.0K$81.7K-$6.2K2026-10-28
Strive Financial Group,LLC
NEW1,996—+1,996——$81.7K—2026-11-09
Albion Financial Group
DECREASED1,9862,262-276-12%$99.6K$81.2K-$18.3K2026-10-21
Golden State Wealth Management, LLC
DECREASED1,9271,954-27-1%$86.1K$78.9K-$7.2K2026-11-02
Peoples Financial Services Corp.
DECREASED1,9201,953-33-2%$86.0K$78.5K-$7.4K2026-10-20
Indiana Trust & Investment Management Co
NEW1,875—+1,875——$76.7K—2026-10-22
Laurel Wealth Advisors LLC
NEW1,771—+1,771——$72.5K—2026-10-27
Provident Wealth Management, LLC
UNCHANGED1,7501,75000%$77.1K$71.6K-$5.5K2026-10-20
Dynamic Wealth Strategies, LLC
UNCHANGED1,7001,70000%$74.9K$69.5K-$5.3K2026-10-16
Turtle Creek Wealth Advisors, LLC
INCREASED1,6311,112+519+47%$49.0K$66.7K+$17.8K2026-10-15
Westside Investment Management, Inc.
UNCHANGED1,6001,60000%$70.4K$65.3K-$5.2K2026-11-02
Security National Bank
UNCHANGED1,5871,58700%$69.9K$64.9K-$5.0K2026-10-26
Blue Trust, Inc.
INCREASED1,582910+672+74%$40.1K$64.7K+$24.7K2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED1,5721,532+40+3%$67.5K$64.3K-$3.1K2026-10-27
Bangor Savings Bank
INCREASED1,4931,448+45+3%$63.8K$61.1K-$2.7K2026-10-06
Tsfg, LLC
INCREASED1,4671,461+6+0%$64.0K$60-$63.9K2026-10-23
Birchwood Financial Partners, Inc.
INCREASED1,2801,269+11+1%$55.9K$52.4K-$3.5K2026-11-02
Angeles Wealth Management, LLC
UNCHANGED1,2771,27700%$56.2K$52.3K-$4.0K2026-10-26
Highland Investment Advisors LLC
UNCHANGED1,2371,23700%$54.5K$50.6K-$3.9K2026-11-09
Elevated Capital Advisors, LLC
DECREASED1,2114,625-3,414-74%$203.6K$49.5K-$154.1K2026-11-04
Planning Strategies Inc.
UNCHANGED1,1471,14700%$50.5K$46.9K-$3.6K2026-10-02
Viewpoint Capital Management LLC
INCREASED1,125450+675+150%$19.8K$46.0K+$26.2K2026-10-27
Greykasell Wealth Strategies, Inc.
UNCHANGED1,1091,10900%$48.8K$45.4K-$3.5K2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED1,0641,06400%$46.8K$43.5K-$3.3K2026-10-23
Financial Freedom, LLC
NEW1,020—+1,020——$41.7K—2026-11-06
Pflug Koory, LLC
INCREASED991989+2+0%$43.6K$40.5K-$3.0K2026-10-26
Three Bearings Fiduciary Advisors, Inc.
DECREASED9671,171-204-17%$51.6K$39.6K-$12.0K2026-11-10
Clark Wealth Partners
UNCHANGED93993900%$41.3K$38.4K-$2.9K2026-10-19
Bullock Wealth Management Group
DECREASED864948-84-9%$41.9K$35.2K-$6.7K2026-10-09
Avion Wealth
INCREASED844839+5+1%$36$34-$22026-11-04
Curat Global, LLC
UNCHANGED82082000%$35.2K$33.5K-$1.6K2026-10-26
Harbor Asset Planning, Inc.
INCREASED801795+6+1%$35.0K$32.8K-$2.2K2026-10-23
Clearstead Advisors, LLC
UNCHANGED76276200%$33.6K$31.2K-$2.4K2026-11-06
Evermay Wealth Management LLC
UNCHANGED75175100%$33.1K$30.7K-$2.3K2026-11-05
Triumph Capital Management
UNCHANGED73273200%$32.2K$29.9K-$2.3K2026-10-14
Byrne Asset Management LLC
UNCHANGED71371300%$31.4K$29.0K-$2.4K2026-10-06
EverSource Wealth Advisors, LLC
INCREASED673663+10+2%$29.2K$27.5K-$1.7K2026-11-04
Bayban
UNCHANGED65965900%$29.0K$29.0K$02026-11-05
Signaturefd, LLC
DECREASED653679-26-4%$29.9K$26.7K-$3.2K2026-10-23
Root Financial Partners, LLC
NEW647—+647——$26.5K—2026-10-21
Mosley Wealth Management
INCREASED627622+5+1%$27.4K$26.3K-$1.1K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED58558500%$25.8K$23.9K-$1.8K2026-10-15
Owl Creek Wealth Partners LLC
NEW535—+535——$21.9K—2026-10-20
Deutsche Bank Ag\
UNCHANGED53353300%$23.5K$21.8K-$1.7K2026-11-06
Smithfield Trust Co
UNCHANGED51351300%$22$21-$12026-11-09
Barnes Dennig Private Wealth Management LLC
INCREASED502442+60+14%$19.5K$20.5K+$1.1K2026-10-30
POM Investment Strategies, LLC
NEW497—+497——$20.3K—2026-10-20
Russell Investments Group, Ltd.
INCREASED475433+42+10%$19.1K$19.4K+$3682026-11-06
Nvwm, LLC
DECREASED443445-20%$19.6K$18.1K-$1.5K2026-10-14
Valley Wealth Managers, Inc.
INCREASED432371+61+16%$16.3K$17.7K+$1.3K2026-10-09
PlanVest Financial, Inc
DECREASED428872-444-51%$38.4K$17.5K-$20.9K2026-11-09
Strengthening Families & Communities, LLC
INCREASED414411+3+1%$18.1K$16.9K-$1.1K2026-10-21
Advanced Asset Management Advisors Inc
UNCHANGED39739700%$17.5K$16.2K-$1.2K2026-10-20
MTM Investment Management, LLC
UNCHANGED39639600%$17.4K$16.2K-$1.2K2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED38038000%$11.0K$15-$11.0K2026-11-04
Nfsg Corp
UNCHANGED37737700%$16.6K$15.4K-$1.2K2026-10-15
Nova Financial LLC
NEW359—+359——$14.7K—2026-11-04
Biltmore Family Office, LLC
UNCHANGED35135100%$15.5K$14.4K-$1.1K2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED34234200%$15.1K$14.0K-$1.1K2026-10-14
Latitude Advisors, LLC
NEW335—+335——$13.7K—2026-10-27
Bank of New Hampshire
UNCHANGED30030000%$13.2K$12.3K-$9362026-10-06
Montag A & Associates Inc
DECREASED296919-623-68%$40.5K$12.1K-$28.4K2026-10-29
Vision Financial Markets LLC
UNCHANGED28628600%$12.6K$11.6K-$9672026-10-22
Provenance Wealth Advisors, LLC
NEW281—+281——$11.5K—2026-10-30
Rice Partnership, LLC
UNCHANGED27827800%$12.2K$11.4K-$8672026-11-09
Rossmore Private Capital
UNCHANGED27027000%$11.9K$11.0K-$8422026-10-27
Pacifica Partners Inc.
UNCHANGED24624600%$11.0K$10.0K-$9842026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED24624600%$10.8K$10.1K-$7682026-10-13
Financial Perspectives, Inc
INCREASED214213+1+0%$9.4K$8.8K-$5912026-11-03
Concord Wealth Partners
UNCHANGED19519500%$8.6K$8.0K-$6092026-11-02
Eukles Asset Management
UNCHANGED19119100%$8.4K$7.8K-$5952026-11-04
Allspring Global Investments Holdings, LLC
DECREASED184313-129-41%$13.9K$7.5K-$6.4K2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED17917900%$7.9K$7.3K-$5592026-10-23
Bare Financial Services, Inc
UNCHANGED16916900%$7.4K$6.9K-$5272026-11-04
Buck Wealth Strategies, LLC
INCREASED167165+2+1%$7.3K$6.8K-$4592026-10-28
Mather Group, Llc.
INCREASED150100+50+50%$4.4K$6.1K+$1.7K2026-10-14
Nemes Rush Group LLC
INCREASED146145+1+1%$6.4K$6.0K-$4032026-11-04
Gold Investment Management Ltd.
UNCHANGED14514500%$6.4K$5.9K-$4512026-10-19
Kingdom Financial Group Llc.
INCREASED141140+1+1%$6.2K$5.8K-$3892026-11-04
Birch Financial Group, LLC
NEW136—+136——$5.5K—2026-10-27
Versant Capital Management, Inc
UNCHANGED13613600%$6.0K$5.6K-$4242026-10-02
Brown, Lisle Ings, Inc.
INCREASED13228+104+371%$1.2K$5.4K+$4.2K2026-10-16
Lodestone Wealth Management LLC
UNCHANGED13113100%$5.8K$5.4K-$4092026-10-14
Rossby Financial, LCC
NEW127—+127——$5.2K—2026-11-05
Rachor Investment Advisory Services, LLC
NEW125—+125——$5.1K—2026-10-29
Granite FO LLC
UNCHANGED12512500%$5.5K$5.1K-$3902026-10-14
Activest Wealth Management
DECREASED123180-57-32%$7.9K$5.0K-$2.9K2026-10-15
Axiom Investment Management LLC
INCREASED116109+7+6%$4.8K$4.7K-$542026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED11111100%$4.9K$4.5K-$3462026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED10510500%$4.6K$4.3K-$3272026-11-05
Founders Financial Alliance, LLC
DECREASED100156-56-36%$6.9K$4.1K-$2.8K2026-11-10
City Holding Co
UNCHANGED10010000%$4.4K$4.1K-$3122026-10-19
Salomon & Ludwin, LLC
UNCHANGED989800%$4.3K$4.0K-$3212026-10-29
N.E.W. Advisory Services LLC
UNCHANGED979700%$4.3K$4.0K-$3032026-11-09
Mascoma Wealth Management LLC
UNCHANGED969600%$4.2K$3.9K-$3002026-10-23
Key Capital Management, Inc
DECREASED95114-19-17%$5.0K$3.9K-$1.1K2026-11-03
Cape Investment Advisory, Inc.
DECREASED94481-387-80%$21.2K$3.8K-$17.3K2026-10-13
Breakwater Investment Management
UNCHANGED828200%$3.6K$3.4K-$2562026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED828200%$3.6K$3.4K-$2552026-10-23
Ashton Thomas Securities, LLC
NEW81—+81——$3.3K—2026-10-26
Financial Consulate, Inc
UNCHANGED757500%$3.3K$3.1K-$2342026-10-23
Harbor Investment Advisory, LLC
UNCHANGED676700%$3.0K$2.7K-$2092026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED676700%$3.0K$2.7K-$2092026-10-21
Caldwell Sutter Capital, Inc.
NEW57—+57——$2.3K—2026-11-09
Parallel Advisors, LLC
UNCHANGED565600%$2.5K$2.3K-$1752026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED535300%$2.3K$2.2K-$1662026-11-02
Central Pacific Bank - Trust Division
UNCHANGED464600%$2.0K$1.9K-$1432026-10-06
WestEnd Advisors, LLC
UNCHANGED444400%$1.9K$1.8K-$1372026-10-27
Daytona Street Capital LLC
UNCHANGED414100%$1.8K$1.7K-$1422026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED414100%$1.8K$1.7K-$1282026-10-15
Piscataqua Savings Bank
UNCHANGED414100%$1.8K$1.7K-$1282026-10-21
Friedenthal Financial
NEW40—+40——$1.6K—2026-10-27
Duncker Streett & Co Inc
UNCHANGED404000%$1.8K$1.6K-$1252026-10-27
Darwin Wealth Management, LLC
UNCHANGED404000%$1.8K$1.6K-$1252026-11-09
Manchester Capital Management LLC
UNCHANGED343400%$1.5K$1.4K-$1072026-10-22
Tounjian Advisory Partners, LLC
INCREASED325+27+540%$239$1.3K+$1.1K2026-11-04
Rakuten Securities, Inc.
INCREASED2827+1+4%$1.2K$1.1K-$442026-11-02
Kelleher Financial Advisors
DECREASED2448-24-50%$2.1K$982-$1.1K2026-10-30
Archer Investment Corp
DECREASED21142-121-85%$6.3K$845-$5.4K2026-11-05
Covestor Ltd
INCREASED2110+11+110%$0$1+$12026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED181800%$793$736-$572026-10-30
Register Financial Advisors LLC
UNCHANGED181800%$793$736-$572026-10-23
Weaver Capital Management LLC
DECREASED1222-10-45%$899$491-$4082026-10-15
Hantz Financial Services, Inc.
UNCHANGED101000%$0$0$02026-11-09
GK Wealth Management LLC
NEW6—+6——$245—2026-10-09
Davis Capital Management
UNCHANGED6600%$264$245-$192026-10-08
Trust Co of Vermont
UNCHANGED5500%$220$205-$152026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED3300%$133$123-$102026-10-23
Measured Wealth Private Client Group, LLC
UNCHANGED1100%$37$34-$32026-11-10
Factory Mutual Insurance Co
CLOSED0659,000-659,000-100%$29.0M$0-$29.0M2026-10-30
Thor Trading Advisors, LLC
CLOSED0183,644-183,644-100%$8.1M$0-$8.1M2026-11-05
Cedar Point Capital Partners, LLC
CLOSED0144,098-144,098-100%$6.3M$0-$6.3M2026-10-29
Invenio Wealth Partners LLC
CLOSED0126,416-126,416-100%$5.6M$0-$5.6M2026-10-20
Horizon Wealth Management, LLC
CLOSED0117,343-117,343-100%$5.2M$0-$5.2M2026-11-02
Pinkerton Wealth, LLC
CLOSED0109,269-109,269-100%$4.5M$0-$4.5M2026-10-29
Surience Private Wealth LLC
CLOSED0102,287-102,287-100%$4.5M$0-$4.5M2026-10-16
True Freedom Investing, LLC
CLOSED0101,235-101,235-100%$4.1M$0-$4.1M2026-10-29
Graetz Wealth LLC
CLOSED058,519-58,519-100%$2.6M$0-$2.6M2026-10-27
Primoris Wealth Advisors, LLC
CLOSED057,200-57,200-100%$2.5M$0-$2.5M2026-10-28
Atlatl Advisers LLC
CLOSED053,789-53,789-100%$2.4M$0-$2.4M2026-10-22
Sound Income Strategies, LLC
CLOSED042,566-42,566-100%$1.9M$0-$1.9M2026-10-09
Imc-Chicago, LLC
CLOSED037,734-37,734-100%$1.7M$0-$1.7M2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
CLOSED034,370-34,370-100%$1.5M$0-$1.5M2026-10-09
Ignite Planners, LLC
CLOSED030,564-30,564-100%$1.3M$0-$1.3M2026-10-14
Jefferies Financial Group Inc.
CLOSED022,934-22,934-100%$1.0M$0-$1.0M2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED017,407-17,407-100%$766.4K$0-$766.4K2026-10-16
Keystone Wealth Services, LLC
CLOSED014,033-14,033-100%$617.9K$0-$617.9K2026-11-03
Providence First Trust Co
CLOSED012,193-12,193-100%$536.9K$0-$536.9K2026-11-02
Drive Wealth Management, LLC
CLOSED010,294-10,294-100%$453.2K$0-$453.2K2026-11-09
Park National Corp
CLOSED09,335-9,335-100%$410.9K$0-$410.9K2026-10-05
AlTi Global, Inc.
CLOSED08,966-8,966-100%$394.8K$0-$394.8K2026-11-09
Synergy Asset Management, LLC
CLOSED08,788-8,788-100%$386.9K$0-$386.9K2026-11-05
Robertson Stephens Wealth Management, LLC
CLOSED08,561-8,561-100%$377.0K$0-$377.0K2026-10-16
Simplex Trading, LLC
CLOSED08,225-8,225-100%$362.1K$0-$362.1K2026-11-04
OpenArc Corporate Advisory, LLC
CLOSED07,557-7,557-100%$332.7K$0-$332.7K2026-10-21
City Center Advisors, LLC
CLOSED07,229-7,229-100%$318.3K$0-$318.3K2026-10-08
Griffin Asset Management, Inc.
CLOSED07,110-7,110-100%$313.1K$0-$313.1K2026-10-22
Sanchez Gaunt Capital Management, LLC
CLOSED06,681-6,681-100%$294.2K$0-$294.2K2026-11-03
Clear Creek Financial Management, LLC
CLOSED06,451-6,451-100%$284.0K$0-$284.0K2026-10-28
Southland Equity Partners LLC
CLOSED05,995-5,995-100%$264.0K$0-$264.0K2026-10-14
Means Investment Co., Inc.
CLOSED05,962-5,962-100%$262.5K$0-$262.5K2026-11-03
Balefire, LLC
CLOSED05,944-5,944-100%$261.7K$0-$261.7K2026-10-09
Turning Point Benefit Group, Inc.
CLOSED05,738-5,738-100%$252.8K$0-$252.8K2026-10-28
KFG Wealth Management, LLC
CLOSED05,076-5,076-100%$223.5K$0-$223.5K2026-10-16
Ted Buchan & Co
CLOSED04,782-4,782-100%$210.6K$0-$210.6K2026-10-23
Fulcrum Equity Management
CLOSED04,763-4,763-100%$209.7K$0-$209.7K2026-10-21
Landmark Wealth Management, Inc.
CLOSED04,701-4,701-100%$207.0K$0-$207.0K2026-11-04
Silverlake Wealth Management LLC
CLOSED04,686-4,686-100%$206.3K$0-$206.3K2026-10-21
Atticus Wealth Management, LLC
CLOSED04,651-4,651-100%$204.8K$0-$204.8K2026-10-20
Pacific Capital Wealth Advisors, Inc.
CLOSED04,612-4,612-100%$203.1K$0-$203.1K2026-10-22
Trilogy Capital Inc.
CLOSED04,580-4,580-100%$201.7K$0-$201.7K2026-10-20
Institute for Wealth Management, Llc.
CLOSED04,121-4,121-100%$181.5K$0-$181.5K2026-11-06
Mirae Asset Global Investments Co., Ltd.
CLOSED03,475-3,475-100%$153.0K$0-$153.0K2026-11-03
Townsend Asset Management Corp
CLOSED01,987-1,987-100%$87.5K$0-$87.5K2026-10-29
Solstein Capital, LLC
CLOSED01,734-1,734-100%$76.3K$0-$76.3K2026-11-02
Trust Co of Toledo NA
CLOSED01,550-1,550-100%$68.2K$0-$68.2K2026-10-16
International Assets Investment Management, LLC
CLOSED01,137-1,137-100%$50.2K$0-$50.2K2026-11-02
Wellington Grp LLC
CLOSED0503-503-100%$20.5K$0-$20.5K2026-11-06
Robinswood Financial LLC
CLOSED0391-391-100%$17.3K$0-$17.3K2026-10-20
Highline Wealth Partners LLC
CLOSED0300-300-100%$13.2K$0-$13.2K2026-10-19
Tucker Asset Management LLC
CLOSED0237-237-100%$10.4K$0-$10.4K2026-10-29
Wagner Wealth Management, LLC
CLOSED0179-179-100%$7.9K$0-$7.9K2026-10-21
Brooklyn FI, LLC
CLOSED0127-127-100%$5.7K$0-$5.7K2026-11-05
LifeSteps Financial, Inc.
CLOSED094-94-100%$4.1K$0-$4.1K2026-10-15
Arrow Financial Corp
CLOSED065-65-100%$2.9K$0-$2.9K2026-10-26
Lloyd Advisory Services, Llc.
CLOSED052-52-100%$2.3K$0-$2.3K2026-11-02
Arlington Trust Co LLC
CLOSED029-29-100%$1.3K$0-$1.3K2026-10-20
Key FInancial Inc
CLOSED018-18-100%$793$0-$7932026-11-02
Coston, McIsaac & Partners
CLOSED01-1-100%$0$0$02026-11-06
Morgan Stanley
N/A—10,788,663-10,788,663-100%$475.0M———
Bank of America Corp
N/A—7,024,401-7,024,401-100%$309.3M———
American Family Investments, Inc.
N/A—2,549,761-2,549,761-100%$112.3M———
UBS Group AG
N/A—2,160,973-2,160,973-100%$95.1M———
BNP Paribas Financial Markets
N/A—2,158,678-2,158,678-100%$95.0M———
Wells Fargo & Company
N/A—1,773,195-1,773,195-100%$78.1M———
Cetera Investment Advisers
N/A—1,580,192-1,580,192-100%$69.6M———
Raymond James Financial Inc
N/A—1,371,599-1,371,599-100%$60.4M———
Baird Financial Group, Inc.
N/A—1,282,055-1,282,055-100%$56.4M———
Victory Capital Management Inc
N/A—1,177,612-1,177,612-100%$51.9M———
Envestnet Asset Management Inc
N/A—1,059,840-1,059,840-100%$46.7M———
Ameriprise Financial Inc
N/A—1,000,810-1,000,810-100%$44.1M———
Pgim Custom Harvest LLC
N/A—947,212-947,212-100%$41.7M———
Advisory Alpha, LLC
N/A—913,389-913,389-100%$40.2M———
Peapack Gladstone Financial Corp
N/A—768,635-768,635-100%$33.8M———
Royal Bank of Canada
N/A—680,463-680,463-100%$30.0M———
D. E. Shaw & Co., Inc.
N/A—614,909-614,909-100%$27.1M———
Janney Montgomery Scott LLC
N/A—565,043-565,043-100%$24.9M———
University of Illinois Foundation
N/A—562,815-562,815-100%$24.8M———
Bluespring Wealth Management, LLC
N/A—529,816-529,816-100%$23.3M———
Goldman Sachs Group Inc
N/A—527,413-527,413-100%$23.2M———
WCG Wealth Advisors LLC
N/A—508,036-508,036-100%$22.4M———
Mariner, LLC
N/A—503,400-503,400-100%$22.2M———
Ameritas Advisory Services, LLC
N/A—419,820-419,820-100%$18.5M———
Peak Retirement Planning, Inc.
N/A—386,766-386,766-100%$17.0M———
Osaic Holdings, Inc.
N/A—383,127-383,127-100%$16.9M———
Stonebridge Capital Advisors LLC
N/A—381,438-381,438-100%$16.8M———
Kingsview Wealth Management, LLC
N/A—373,394-373,394-100%$16.4M———
Stifel Financial Corp
N/A—368,034-368,034-100%$16.2M———
Ballentine Partners, LLC
N/A—350,789-350,789-100%$15.4M———
AE Wealth Management LLC
N/A—347,324-347,324-100%$15.3M———
MAI Capital Management
N/A—308,387-308,387-100%$13.6M———
Equitable Holdings, Inc.
N/A—289,591-289,591-100%$12.8M———
JPMorgan Chase & Co
N/A—278,887-278,887-100%$12.5M———
Waverly Advisors, LLC
N/A—276,975-276,975-100%$12.2M———
Quadrature Capital Ltd
N/A—262,572-262,572-100%$11.6M———
Brio Consultants, LLC
N/A—245,437-245,437-100%$10.8M———
American Financial Advisors, LLC
N/A—241,154-241,154-100%$10.6M———
Amica Mutual Insurance Co
N/A—241,112-241,112-100%$10.6M———
Proffitt & Goodson Inc
N/A—237,740-237,740-100%$10.5M———
Transamerica Financial Advisors, LLC
N/A—229,076-229,076-100%$10.1M———
IHT Wealth Management, LLC
N/A—223,893-223,893-100%$9.9M———
Cinctive Capital Management LP
N/A—215,433-215,433-100%$9.5M———
Rockefeller Capital Management L.P.
N/A—214,607-214,607-100%$9.4M———
Renaissance Technologies LLC
N/A—205,200-205,200-100%$9.0M———
Tudor Investment Corp ET AL
N/A—194,773-194,773-100%$8.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—194,306-194,306-100%$8.6M———
Viaable, LLC
N/A—177,585-177,585-100%$7.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—174,639-174,639-100%$7.7M———
Mercer Global Advisors Inc
N/A—162,575-162,575-100%$7.2M———
Talon Private Wealth, LLC
N/A—158,000-158,000-100%$7.0M———
SageView Advisory Group, LLC
N/A—154,963-154,963-100%$6.8M———
Prudential Financial Inc
N/A—153,251-153,251-100%$6.7M———
Cerity Partners LLC
N/A—149,725-149,725-100%$6.6M———
RWA Wealth Partners, LLC
N/A—149,558-149,558-100%$6.6M———
MML Investors Services, LLC
N/A—143,098-143,098-100%$6.3M———
Sanctuary Advisors, LLC
N/A—135,413-135,413-100%$6.0M———
Qube Research & Technologies Ltd
N/A—129,630-129,630-100%$5.7M———
FLC Capital Advisors
N/A—128,638-128,638-100%$5.7M———
Stadion Money Management, LLC
N/A—127,634-127,634-100%$5.6M———
EP Wealth Advisors, LLC
N/A—127,070-127,070-100%$5.6M———
SG Americas Securities, LLC
N/A—122,024-122,024-100%$5.4M———
Beacon Pointe Advisors, LLC
N/A—120,513-120,513-100%$5.3M———
Estate Counselors, LLC
N/A—120,268-120,268-100%$5.3M———
CacheTech Inc.
N/A—118,177-118,177-100%$5.2M———
Jones Financial Companies Lllp
N/A—115,978-115,978-100%$5.2M———
Rothschild Capital Partners, LLC
N/A—115,531-115,531-100%$5.1M———
Adams Wealth Management
N/A—111,357-111,357-100%$4.9M———
BlackRock, Inc.
N/A—110,630-110,630-100%$4.9M———
Norris Financial Group, LLC
N/A—105,790-105,790-100%$4.7M———
Swan Global Investments, LLC
N/A—104,653-104,653-100%$4.6M———
Millennium Management LLC
N/A—102,524-102,524-100%$4.5M———
Gladstone Institutional Advisory LLC
N/A—95,275-95,275-100%$4.2M———
Northern Trust Corp
N/A—92,473-92,473-100%$4.1M———
CreativeOne Wealth, LLC
N/A—87,895-87,895-100%$3.9M———
Penserra Capital Management LLC
N/A—85,551-85,551-100%$3.8M———
Urban Financial Advisory Corp
N/A—83,164-83,164-100%$3.7M———
Vickerman Investment Advisors, Inc.
N/A—83,091-83,091-100%$3.7M———
Private Advisor Group, LLC
N/A—83,033-83,033-100%$3.7M———
Foster & Motley Inc
N/A—81,266-81,266-100%$3.6M———
Benjamin Edwards Inc
N/A—79,693-79,693-100%$3.5M———
1ST Source Bank
N/A—77,482-77,482-100%$3.4M———
PSI Advisors, LLC
N/A—77,415-77,415-100%$3.4M———
Concentric Capital Strategies, LP
N/A—77,019-77,019-100%$3.4M———
Captrust Financial Advisors
N/A—75,838-75,838-100%$3.3M———
Atlanta Consulting Group Advisors, LLC
N/A—72,733-72,733-100%$3.2M———
Pathstone Holdings, LLC
N/A—71,114-71,114-100%$3.1M———
Foundations Investment Advisors, LLC
N/A—71,063-71,063-100%$3.1M———
RPg Family Wealth Advisory, LLC
N/A—69,863-69,863-100%$3.1M———
Risk Paradigm Group, LLC
N/A—69,664-69,664-100%$3.1M———
NewEdge Advisors, LLC
N/A—69,586-69,586-100%$3.1M———
Northwestern Mutual Wealth Management Co
N/A—67,280-67,280-100%$3.0M———
Focus Partners Wealth
N/A—66,615-66,615-100%$2.9M———
Empirical Asset Management, LLC
N/A—66,438-66,438-100%$2.9M———
Pinnacle Financial Partners, Inc.
N/A—65,737-65,737-100%$2.9M———
Summit Financial, LLC
N/A—65,225-65,225-100%$2.9M———
Hills Bank & Trust Co
N/A—64,838-64,838-100%$2.9M———
Quantinno Capital Management LP
N/A—61,963-61,963-100%$2.7M———
State Street Corp
N/A—58,324-58,324-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—56,402-56,402-100%$2.5M———
Stephens Inc
N/A—55,756-55,756-100%$2.5M———
Orion Porfolio Solutions, LLC
N/A—54,989-54,989-100%$2.4M———
AQR Capital Management LLC
N/A—52,849-52,849-100%$2.3M———
Premier Private Wealth Management LLC
N/A—52,486-52,486-100%$2.3M———
Seeds Investor LLC
N/A—51,967-51,967-100%$2.3M———
Susquehanna International Group, LLP
N/A—51,566-51,566-100%$2.3M———
Dakota Wealth Management
N/A—51,295-51,295-100%$2.3M———
Gotham Asset Management, LLC
N/A—47,368-47,368-100%$2.1M———
Ballast Advisors LLC
N/A—46,485-46,485-100%$2.0M———
Mutual Advisors, LLC
N/A—46,386-46,386-100%$2.0M———
Atlantic Union Bankshares Corp
N/A—43,451-43,451-100%$1.9M———
Arax Advisory Partners
N/A—41,076-41,076-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—39,092-39,092-100%$1.7M———
Betterment LLC
N/A—38,428-38,428-100%$1.7M———
Pacific SUN Financial Corp
N/A—38,269-38,269-100%$1.7M———
Novare Capital Management LLC
N/A—37,615-37,615-100%$1.7M———
Zuckerman Investment Group, LLC
N/A—37,218-37,218-100%$1.6M———
Balyasny Asset Management L.P.
N/A—36,298-36,298-100%$1.6M———
Advisory Services Network, LLC
N/A—36,050-36,050-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—34,023-34,023-100%$1.5M———
O'rourke & Company, Inc
N/A—32,711-32,711-100%$1.4M———
Pinnacle Family Advisors, LLC
N/A—32,247-32,247-100%$1.4M———
Simmons Bank
N/A—31,807-31,807-100%$1.4M———
One Wealth Map LLC
N/A—31,102-31,102-100%$1.4M———
Stillwater Capital Advisors, LLC
N/A—31,080-31,080-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—30,774-30,774-100%$1.4M———
&partners
N/A—29,742-29,742-100%$1.3M———
Fiduciary Group, LLC
N/A—29,611-29,611-100%$1.3M———
Horizon Investments, LLC
N/A—29,449-29,449-100%$1.3M———
Arkadios Wealth Advisors
N/A—28,742-28,742-100%$1.3M———
Bleakley Financial Group, LLC
N/A—28,487-28,487-100%$1.3M———
Two Sigma Securities, LLC
N/A—27,666-27,666-100%$1.2M———
PeakShares LLC
N/A—26,542-26,542-100%$1.2M———
Corsicana & Co.
N/A—24,982-24,982-100%$1.1M———
First Trust Advisors LP
N/A—24,690-24,690-100%$1.1M———
Composition Wealth, LLC
N/A—24,470-24,470-100%$1.1M———
Modern Wealth Management, LLC
N/A—24,189-24,189-100%$1.1M———
Maridea Wealth Management LLC
N/A—23,070-23,070-100%$1.0M———
Texas Yale Capital Corp.
N/A—22,850-22,850-100%$1.0M———
Cresset Asset Management, LLC
N/A—22,464-22,464-100%$989.1K———
Wealth Advisors of Tampa Bay, LLC
N/A—21,613-21,613-100%$951.6K———
Coral Wealth Management, LLC
N/A—21,385-21,385-100%$941.6K———
Moneta Group Investment Advisors LLC
N/A—20,809-20,809-100%$916.2K———
Copia Wealth Management
N/A—20,756-20,756-100%$913.9K———
Venturi Wealth Management, LLC
N/A—20,501-20,501-100%$902.6K———
Markin Asset Management, LP
N/A—20,443-20,443-100%$900.1K———
HRT Financial LP
N/A—20,128-20,128-100%$886.0K———
Fourth Dimension Wealth, LLC
N/A—20,079-20,079-100%$884.1K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—20,000-20,000-100%$880.6K———
Martin & Co Inc
N/A—19,340-19,340-100%$851.5K———
United Capital Financial Advisors, LLC
N/A—18,202-18,202-100%$801.3K———
Banque Cantonale Vaudoise
N/A—17,515-17,515-100%$771.0K———
Hilltop Holdings Inc.
N/A—16,732-16,732-100%$736.7K———
Cascade Financial Partners, LLC
N/A—16,313-16,313-100%$718.3K———
Clal Insurance Enterprises Holdings Ltd
N/A—16,000-16,000-100%$704.0K———
Oakmont Advisory Group, LLC
N/A—15,908-15,908-100%$700.4K———
Liberty Square Wealth Partners LLC
N/A—15,571-15,571-100%$685.6K———
Integrated Wealth Concepts LLC
N/A—15,565-15,565-100%$685.3K———
Private Wealth Advisors, LLC
N/A—15,502-15,502-100%$682.6K———
Spahn Wealth & Retirement LLC
N/A—14,733-14,733-100%$648.7K———
Waterloo Capital, L.P.
N/A—14,670-14,670-100%$645.9K———
Toronto Dominion Bank
N/A—14,565-14,565-100%$641.3K———
Capital Analysts, LLC
N/A—14,285-14,285-100%$629.0K———
Hirtle & Co., LLC
N/A—13,787-13,787-100%$607.0K———
Monetary Management Group Inc
N/A—13,771-13,771-100%$606.3K———
Whittier Trust Co
N/A—13,645-13,645-100%$604.3K———
Dearborn Partners LLC
N/A—13,603-13,603-100%$598.9K———
Sequent Planning LLC
N/A—13,501-13,501-100%$594.5K———
Tandem Wealth Advisors LLC
N/A—12,980-12,980-100%$571.5K———
GeoWealth Management, LLC
N/A—12,328-12,328-100%$542.8K———
Alpine Global Management, LLC
N/A—12,314-12,314-100%$542.2K———
First National Bank of Omaha
N/A—12,247-12,247-100%$550.1K———
Marex Group Ltd
N/A—11,940-11,940-100%$525.7K———
Aptus Capital Advisors, LLC
N/A—11,657-11,657-100%$513.3K———
17 Capital Partners, LLC
N/A—11,217-11,217-100%$493.9K———
Okabena Investment Services Inc
N/A—10,931-10,931-100%$481.3K———
L & S Advisors Inc
N/A—10,882-10,882-100%$479.1K———
Berger Financial Group, Inc
N/A—10,569-10,569-100%$465.3K———
Focus Partners Advisor Solutions, LLC
N/A—9,869-9,869-100%$434.5K———
Huntington National Bank
N/A—9,840-9,840-100%$433.3K———
Cary Street Partners Financial LLC
N/A—9,762-9,762-100%$429.8K———
Morrissey Wealth Management, LLC
N/A—9,713-9,713-100%$396.4K———
Howe & Rusling Inc
N/A—9,641-9,641-100%$424.5K———
Glenmede Trust Co NA
N/A—9,423-9,423-100%$414.9K———
TD Capital Management LLC
N/A—9,157-9,157-100%$403.2K———
Kovack Advisors, Inc.
N/A—9,084-9,084-100%$400.2K———
CSS LLC
N/A—8,920-8,920-100%$392.7K———
Stratos Wealth Partners, Ltd.
N/A—8,795-8,795-100%$387.3K———
Aureus Asset Management, LLC
N/A—8,572-8,572-100%$377.4K———
XTX Topco Ltd
N/A—8,550-8,550-100%$376.5K———
Harbour Investment Management LLC
N/A—8,475-8,475-100%$373.2K———
VSM Wealth Advisory, LLC
N/A—8,453-8,453-100%$372.2K———
PFG Investments, LLC
N/A—8,310-8,310-100%$365.9K———
Headlands Technologies LLC
N/A—8,271-8,271-100%$364.2K———
Sequoia Financial Advisors, LLC
N/A—8,187-8,187-100%$360.5K———
Commerce Bank
N/A—8,059-8,059-100%$354.8K———
Centaurus Financial, Inc.
N/A—8,039-8,039-100%$354.0K———
Spinnaker Trust
N/A—7,827-7,827-100%$344.6K———
Spartan Wealth Advisory Services LLC
N/A—7,765-7,765-100%$341.9K———
Blue Chip Partners, LLC
N/A—7,630-7,630-100%$336.0K———
Parallax Volatility Advisers, L.P.
N/A—7,267-7,267-100%$320.0K———
Vertex Planning Partners, LLC
N/A—7,255-7,255-100%$319.4K———
Vident Advisory, LLC
N/A—7,255-7,255-100%$319.4K———
UBS Asset Management Americas LLC
N/A—7,240-7,240-100%$318.8K———
Calton & Associates, Inc.
N/A—7,228-7,228-100%$318.2K———
Birchcreek Wealth Management, LLC
N/A—6,605-6,605-100%$290.8K———
Ally Invest Advisors Inc.
N/A—6,550-6,550-100%$288.4K———
Sovereign Financial Group, Inc.
N/A—6,471-6,471-100%$284.9K———
Whalerock Point Partners, LLC
N/A—6,400-6,400-100%$281.8K———
HM Payson & Co
N/A—6,295-6,295-100%$277.2K———
Dover Advisors, LLC
N/A—6,238-6,238-100%$251.7K———
Xcelsior Advisor Partners LLC
N/A—6,154-6,154-100%$271.0K———
Keel Point, LLC
N/A—6,129-6,129-100%$269.9K———
HHM Wealth Advisors, LLC
N/A—6,066-6,066-100%$267.1K———
Madden Advisory Services, Inc.
N/A—5,982-5,982-100%$263.4K———
Fiduciary Trust Co
N/A—5,791-5,791-100%$255.0K———
Insigneo Advisory Services, LLC
N/A—5,760-5,760-100%$253.6K———
Fairview Capital Investment Management, LLC
N/A—5,731-5,731-100%$252.3K———
Tiaa Trust, National Association
N/A—5,696-5,696-100%$250.8K———
Tyche Wealth Partners LLC
N/A—5,671-5,671-100%$249.7K———
HSBC Holdings PLC
N/A—5,437-5,437-100%$239.5K———
Bartlett & Co. Wealth Management LLC
N/A—5,427-5,427-100%$239.0K———
Sequent Asset Management, LLC
N/A—5,419-5,419-100%$238.6K———
Mosaic Family Wealth Partners, LLC
N/A—5,345-5,345-100%$235.3K———
Advyzon Investment Management, LLC
N/A—5,273-5,273-100%$232.1K———
Whittier Trust Co of Nevada Inc
N/A—5,252-5,252-100%$235.8K———
Prasad Wealth Partners, LLC
N/A—5,199-5,199-100%$228.9K———
Vestmark Advisory Solutions, Inc.
N/A—5,192-5,192-100%$228.6K———
IF Advisors, LLC
N/A—5,148-5,148-100%$226.7K———
Brand Asset Management Group, Inc.
N/A—5,101-5,101-100%$224.6K———
49 Wealth Management, LLC
N/A—5,097-5,097-100%$224.4K———
Alongside, LLC
N/A—5,097-5,097-100%$224.4K———
NewEdge Wealth, LLC
N/A—4,950-4,950-100%$218.0K———
Kintra Wealth, LLC
N/A—4,926-4,926-100%$222.2K———
Millington Financial Advisors, LLC
N/A—4,873-4,873-100%$221.3K———
Schonfeld Strategic Advisors LLC
N/A—4,775-4,775-100%$210.2K———
Stock Yards Bank & Trust Co
N/A—4,725-4,725-100%$208.0K———
Piedmont Capital Management, LLC
N/A—4,720-4,720-100%$209.3K———
BlueCrest Capital Management Ltd
N/A—4,672-4,672-100%$205.7K———
Global Retirement Partners, LLC
N/A—3,979-3,979-100%$175.2K———
Ancora Advisors LLCA
N/A—3,930-3,930-100%$173.0K———
BFC Planning, Inc.
N/A—2,673-2,673-100%$117.7K———
Medallion Wealth Advisors, LLC
N/A—2,540-2,540-100%$111.9K———
LRI Investments, LLC
N/A—2,321-2,321-100%$102.2K———
Credit Industriel ET Commercial
N/A—2,249-2,249-100%$99.0K———
Front Row Advisors LLC
N/A—2,010-2,010-100%$88.6K———
Smartleaf Asset Management LLC
N/A—1,882-1,882-100%$84.5K———
Glen Eagle Advisors, LLC
N/A—1,868-1,868-100%$82.3K———
IMA Advisory Services, Inc.
N/A—1,804-1,804-100%$79.4K———
Prestige Wealth Management Group LLC
N/A—1,799-1,799-100%$79.2K———
Private Wealth Asset Management, LLC
N/A—1,181-1,181-100%$52.0K———
Continuum Advisory, LLC
N/A—1,156-1,156-100%$50.9K———
Pursuit Wealth Strategies, LLC
N/A—1,132-1,132-100%$49.8K———
Fiduciary Financial Advisors
N/A—991-991-100%$43.6K———
Federation des caisses Desjardins du Quebec
N/A—913-913-100%$40.2K———
SOA Wealth Advisors, Llc.
N/A—786-786-100%$34.6K———
Ankerstar Wealth, LLC
N/A—686-686-100%$30.2K———
Webster Bank, N. A.
N/A—677-677-100%$29.8K———
Ameriflex Group, Inc.
N/A—657-657-100%$28.9K———
Atomic Invest LLC
N/A—633-633-100%$28.4K———
Brown Brothers Harriman & Co
N/A—600-600-100%$26.4K———
Richard W. Paul & Associates, LLC
N/A—553-553-100%$24.3K———
Bollard Group LLC
N/A—524-524-100%$23.0K———
Oxford Financial Group, Ltd. LLC
N/A—500-500-100%$22.0K———
Aventura Private Wealth, LLC
N/A—463-463-100%$20.4K———
Keating Financial Advisory Services, Inc.
N/A—462-462-100%$20.3K———
Dunhill Financial, LLC
N/A—418-418-100%$18.4K———
Crews Bank & Trust
N/A—390-390-100%$17.2K———
MidFirst Bank
N/A—371-371-100%$16.3K———
Investors Portfolio Services LLC
N/A—331-331-100%$14.6K———
Truvestments Capital LLC
N/A—300-300-100%$13.2K———
Imprint Wealth LLC
N/A—297-297-100%$13.1K———
WealthShield Partners, LLC
N/A—261-261-100%$11.5K———
Millstone Evans Group, LLC
N/A—217-217-100%$9.6K———
Mark Sheptoff Financial Planning, LLC
N/A—215-215-100%$9.5K———
SHP Wealth Management
N/A—201-201-100%$8.9K———
Mcguire Capital Advisors Inc
N/A—179-179-100%$7.9K———
Johnson Financial Group, Inc.
N/A—169-169-100%$7.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—158-158-100%$7.0K———
Nalls Sherbakoff Group, LLC
N/A—152-152-100%$6.7K———
HighMark Wealth Management LLC
N/A—150-150-100%$6.6K———
Timbuktu Capital Management, LLC
N/A—96-96-100%$4.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—72-72-100%$3.2K———
Capital Advisor Network LLC
N/A—63-63-100%$2.8K———
Rialto Wealth Management, LLC
N/A—59-59-100%$2.6K———
Allied Private Wealth LLC
N/A—55-55-100%$2.4K———
SummitTX Capital, L.P.
N/A—49-49-100%$2.2K———
Frazier Financial Advisors, LLC
N/A—42-42-100%$1.9K———
Horizon Bancorp Inc
N/A—36-36-100%$2.0K———
Bogart Wealth, LLC
N/A—35-35-100%$1.5K———
Strategic Wealth Partners, Ltd.
N/A—28-28-100%$1.2K———
Crewe Advisors LLC
N/A—26-26-100%$1.1K———
FWL Investment Management, LLC
N/A—26-26-100%$1.1K———
Tower Research Capital LLC (TRC)
N/A—17-17-100%$749———
PIN OAK Investment Advisors Inc
N/A—16-16-100%$1———
Family Manage LLC
N/A—14-14-100%$616———
ST Germain D J Co Inc
N/A—11-11-100%$484———
Caitlin John, LLC
N/A—5-5-100%$220———
Showing 848 of 848 institutions