IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Glbl Ex-US Real EST (VNQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares971,295 from 794,529
Change+176,766 (+22%)
Value$41.3M (+$5.7M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares869,004 from 847,958
Change+21,046 (+2%)
Value$37.0M (-$1.1M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares625,704 from 341,168
Change+284,536 (+83%)
Value$26.6M (+$10.9M)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares554,606 from 500,022
Change+54,584 (+11%)
Value$23.6M (+$1.2M)
Filed 2026-10-27
Moller Wealth Partners
INCREASED
Shares525,743 from 511,167
Change+14,576 (+3%)
Value$22.4M (-$571.2K)
Filed 2026-10-15
Chilton Capital Management LLC
DECREASED
Shares417,535 from 449,635
Change-32,100 (-7%)
Value$17.8M (-$2.4M)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
INCREASED
Shares222,198 from 216,172
Change+6,026 (+3%)
Value$9.4M (-$247.5K)
Filed 2026-11-03
Rockwood Wealth Management, LLC
DECREASED
Shares206,150 from 216,035
Change-9,885 (-5%)
Value$8.8M (-$923.7K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares180,733 from 179,539
Change+1,194 (+1%)
Value$7.7M (-$367.5K)
Filed 2026-11-06
Country Trust Bank
INCREASED
Shares171,292 from 163,467
Change+7,825 (+5%)
Value$7.3M (-$48.2K)
Filed 2026-10-30
Marathon Strategic Advisors, LLC
INCREASED
Shares144,428 from 135,847
Change+8,581 (+6%)
Value$6.1M (+$48.4K)
Filed 2026-10-20
Asset Management One Co., Ltd.
INCREASED
Shares142,440 from 134,610
Change+7,830 (+6%)
Value$6.1M (+$19.3K)
Filed 2026-10-27
Avior Wealth Management, LLC
INCREASED
Shares137,574 from 128,421
Change+9,153 (+7%)
Value$5.8M (+$90.0K)
Filed 2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED
Shares126,898 from 120,572
Change+6,326 (+5%)
Value$5.4M (-$12.0K)
Filed 2026-11-04
Marotta Asset Management
INCREASED
Shares124,829 from 117,463
Change+7,366 (+6%)
Value$5.3M (+$43.0K)
Filed 2026-10-02
Bank of New York Mellon Corp
DECREASED
Shares123,679 from 133,585
Change-9,906 (-7%)
Value$5.3M (-$732.5K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares119,246 from 132,230
Change-12,984 (-10%)
Value$5.1M (-$860.2K)
Filed 2026-11-05
Traveka Wealth, LLC
DECREASED
Shares117,271 from 119,962
Change-2,691 (-2%)
Value$5.0M (-$393.9K)
Filed 2026-10-19
Factor Wealth Management LTD
INCREASED
Shares110,157 from 108,197
Change+1,960 (+2%)
Value$4.7M (-$168.8K)
Filed 2026-10-08
Amicus Financial Advisors, LLC
DECREASED
Shares107,534 from 108,849
Change-1,315 (-1%)
Value$4.6M (-$309.5K)
Filed 2026-11-03
Arvest Investments, Inc.
INCREASED
Shares106,326 from 100,765
Change+5,561 (+6%)
Value$4.5M (+$1.7K)
Filed 2026-10-21
Vista Capital Partners, Inc.
INCREASED
Shares99,439 from 95,755
Change+3,684 (+4%)
Value$4.2M (-$66.5K)
Filed 2026-11-06
Gradient Capital Advisors, LLC
INCREASED
Shares88,124 from 86,245
Change+1,879 (+2%)
Value$3.7M (-$121.1K)
Filed 2026-10-21
Prairiewood Capital, LLC
INCREASED
Shares85,387 from 75,437
Change+9,950 (+13%)
Value$3.6M (+$247.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares84,334 from 79,415
Change+4,919 (+6%)
Value$3.6M (+$23.8K)
Filed 2026-10-08
Lpwm LLC
INCREASED
Shares83,644 from 83,058
Change+586 (+1%)
Value$3.6M (-$168.6K)
Filed 2026-10-20
BluePrint Investing LLC
DECREASED
Shares82,875 from 82,939
Change-64 (0%)
Value$3.5M (-$196.0K)
Filed 2026-10-14
Old Port Advisors
INCREASED
Shares76,966 from 76,018
Change+948 (+1%)
Value$3.3M (-$136.8K)
Filed 2026-10-23
Aletheian Wealth Advisors LLC
INCREASED
Shares74,568 from 68,569
Change+5,999 (+9%)
Value$3.2M (+$95.3K)
Filed 2026-10-08
Mission Wealth Management, LP
DECREASED
Shares72,439 from 80,137
Change-7,698 (-10%)
Value$3.1M (-$514.0K)
Filed 2026-10-15
Maryland Capital Advisors Inc.
INCREASED
Shares70,714 from 69,091
Change+1,623 (+2%)
Value$3.0M (-$92.0K)
Filed 2026-10-15
Cambiar Investors LLC
NEW
Shares70,391
Change+70,391
Value$3.0M
Filed 2026-11-04
Strategic Wealth Advisors LLC
INCREASED
Shares70,128 from 63,929
Change+6,199 (+10%)
Value$3.0M (+$3.0M)
Filed 2026-11-06
AWM Capital, LLC
DECREASED
Shares61,129 from 61,363
Change-234 (0%)
Value$2.6M (-$152.9K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares60,458 from 60,243
Change+215 (+0%)
Value$2.6M (-$127.7K)
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares60,000 from 50,000
Change+10,000 (+20%)
Value$2.6M (+$308.7K)
Filed 2026-11-06
Lynx Investment Advisory
INCREASED
Shares57,478 from 56,268
Change+1,210 (+2%)
Value$2.4M (-$79.7K)
Filed 2026-10-27
Bear Mountain Capital, Inc.
INCREASED
Shares55,751 from 52,396
Change+3,355 (+6%)
Value$2.4M (-$11.8K)
Filed 2026-11-04
Prosperity Planning, Inc.
INCREASED
Shares50,935 from 49,434
Change+1,501 (+3%)
Value$2.2M (-$51.4K)
Filed 2026-10-09
Greenspring Advisors, LLC
INCREASED
Shares49,009 from 44,094
Change+4,915 (+11%)
Value$2.1M (+$106.2K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares44,806 from 45,255
Change-449 (-1%)
Value$1.9M (-$124.5K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares44,212 from 13,237
Change+30,975 (+234%)
Value$1.9M (+$1.3M)
Filed 2026-11-06
Decker Retirement Planning Inc.
INCREASED
Shares43,635 from 40,966
Change+2,669 (+7%)
Value$1.9M (+$18.0K)
Filed 2026-10-19
Eagle Bay Advisors LLC
DECREASED
Shares42,889 from 43,120
Change-231 (-1%)
Value$1.8M (-$110.3K)
Filed 2026-10-16
SeedSafe Financial LLC
DECREASED
Shares41,134 from 44,298
Change-3,164 (-7%)
Value$1.7M (-$237.8K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares40,913 from 39,929
Change+984 (+2%)
Value$1.7M (-$51.2K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares40,517 from 40,400
Change+117 (+0%)
Value$1.7M (-$89.2K)
Filed 2026-10-16
Pictet North America Advisors SA
UNCHANGED
Shares40,022 from 40,022
Change0 (0%)
Value$1.7M (-$93.3K)
Filed 2026-10-21
First Citizens Bank & Trust Co
DECREASED
Shares39,963 from 40,507
Change-544 (-1%)
Value$1.7M (-$117.5K)
Filed 2026-10-14
Websterrogers Financial Advisors, LLC
INCREASED
Shares37,707 from 36,107
Change+1,600 (+4%)
Value$1.6M (-$16.1K)
Filed 2026-11-02
Cambridge Advisors Inc.
UNCHANGED
Shares36,435 from 36,435
Change0 (0%)
Value$1.5M (-$84.9K)
Filed 2026-10-19
Verde Capital Management
INCREASED
Shares35,696 from 34,405
Change+1,291 (+4%)
Value$1.5M (-$25.3K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares35,071 from 18,860
Change+16,211 (+86%)
Value$1.5M (+$645.3K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares33,321 from 33,542
Change-221 (-1%)
Value$1.4M (-$87.6K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares32,187 from 30,184
Change+2,003 (+7%)
Value$1.4M (+$14.9K)
Filed 2026-11-03
Valmark Advisers, Inc.
DECREASED
Shares31,232 from 31,319
Change-87 (0%)
Value$1.3M (-$76.7K)
Filed 2026-11-06
Ariadne Wealth Management, LP
UNCHANGED
Shares31,128 from 31,128
Change0 (0%)
Value$1.3M (-$72.5K)
Filed 2026-11-06
Partners in Financial Planning
DECREASED
Shares27,835 from 29,335
Change-1,500 (-5%)
Value$1.2M (-$132.4K)
Filed 2026-11-06
Citizens Financial Group Inc
INCREASED
Shares26,074 from 25,120
Change+954 (+4%)
Value$1.1M (-$18.0K)
Filed 2026-10-23
Sincerus Advisory, LLC
DECREASED
Shares25,264 from 33,153
Change-7,889 (-24%)
Value$1.1M (-$412.7K)
Filed 2026-10-09
Aire Advisors, LLC
DECREASED
Shares24,801 from 27,000
Change-2,199 (-8%)
Value$1.1M (-$156.4K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,674 from 24,194
Change+480 (+2%)
Value$1.0K (-$1.1M)
Filed 2026-11-02
LAM Group, Inc.
INCREASED
Shares24,640 from 24,150
Change+490 (+2%)
Value$1.0M (-$35.4K)
Filed 2026-10-26
Unison Advisors LLC
DECREASED
Shares22,624 from 24,054
Change-1,430 (-6%)
Value$962.0K (-$116.9K)
Filed 2026-10-29
William Howard & Co Financial Advisors Inc
INCREASED
Shares22,559 from 22,558
Change+1 (0%)
Value$959.2K (-$52.6K)
Filed 2026-11-04
Integrated Advisors Network LLC
DECREASED
Shares22,167 from 22,479
Change-312 (-1%)
Value$942.5K (-$65.6K)
Filed 2026-10-20
RFG Advisory, LLC
NEW
Shares20,619
Change+20,619
Value$876.7K
Filed 2026-11-03
Climber Capital SA
UNCHANGED
Shares19,300 from 19,300
Change0 (0%)
Value$778.1K (-$85.8K)
Filed 2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares18,880 from 18,880
Change0 (0%)
Value$802.8K (-$44.0K)
Filed 2026-11-06
Slow Capital, Inc.
DECREASED
Shares18,250 from 19,294
Change-1,044 (-5%)
Value$776.0K (-$89.3K)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares18,189
Change+18,189
Value$773.4K
Filed 2026-10-05
HB Wealth Management, LLC
INCREASED
Shares18,178 from 11,499
Change+6,679 (+58%)
Value$772.9K (+$257.2K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,097 from 21,820
Change-3,723 (-17%)
Value$769.5K (-$209.1K)
Filed 2026-10-20
Breakwater Investment Management
DECREASED
Shares16,871 from 21,288
Change-4,417 (-21%)
Value$717.4K (-$237.4K)
Filed 2026-10-20
Upper Left Wealth Management, LLC
DECREASED
Shares16,542 from 103,135
Change-86,593 (-84%)
Value$703.4K (-$3.9M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares16,290 from 19,941
Change-3,651 (-18%)
Value$681.3K (-$226.9K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares16,089 from 16,866
Change-777 (-5%)
Value$684.1K (-$72.3K)
Filed 2026-10-08
Poinciana Advisors Group, LLC
UNCHANGED
Shares15,648 from 15,648
Change0 (0%)
Value$842.4K (-$32.4K)
Filed 2026-11-06
Phillips Financial Management, LLC
DECREASED
Shares14,682 from 15,155
Change-473 (-3%)
Value$624.3K (-$55.4K)
Filed 2026-10-19
Family CFO Inc
INCREASED
Shares14,389 from 12,079
Change+2,310 (+19%)
Value$611.8K (+$70.1K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares13,964 from 11,500
Change+2,464 (+21%)
Value$594 (-$515.4K)
Filed 2026-10-28
Greenwood Capital Associates LLC
INCREASED
Shares13,640 from 11,064
Change+2,576 (+23%)
Value$580.0K (+$83.8K)
Filed 2026-10-27
Montecito Bank & Trust
DECREASED
Shares13,615 from 13,815
Change-200 (-1%)
Value$578.9K (-$40.7K)
Filed 2026-10-01
Yoffe Investment Management, LLC
UNCHANGED
Shares13,372 from 13,372
Change0 (0%)
Value$568.6K (-$31.2K)
Filed 2026-11-02
Powerhouse Assets LLC
INCREASED
Shares12,911 from 11,558
Change+1,353 (+12%)
Value$549.0K (+$30.6K)
Filed 2026-10-19
ARK & TLK Investments, LLC
INCREASED
Shares11,455 from 11,205
Change+250 (+2%)
Value$487.1K (-$15.5K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares11,400 from 11,400
Change0 (0%)
Value$484.7K (-$26.6K)
Filed 2026-10-21
Generali Asset Management SPA SGR
UNCHANGED
Shares11,374 from 11,374
Change0 (0%)
Value$483.6K (-$26.5K)
Filed 2026-10-26
Evanson Financial, LLC
UNCHANGED
Shares11,257 from 11,257
Change0 (0%)
Value$478.7K (-$26.2K)
Filed 2026-10-23
Sound Financial Strategies Group, LLC
INCREASED
Shares11,089 from 10,875
Change+214 (+2%)
Value$471.5K (-$16.2K)
Filed 2026-10-30
FC Advisory LLC
DECREASED
Shares11,008 from 11,188
Change-180 (-2%)
Value$468.1K (-$33.7K)
Filed 2026-10-05
Bailard, Inc.
DECREASED
Shares10,549 from 10,550
Change-1 (0%)
Value$448.6K (-$24.6K)
Filed 2026-10-13
Richardson Financial Services Inc.
INCREASED
Shares10,546 from 8,764
Change+1,782 (+20%)
Value$448.4K (+$55.4K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares10,352 from 9,410
Change+942 (+10%)
Value$440.2K (+$18.1K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares10,135 from 10,000
Change+135 (+1%)
Value$430.9K (-$17.6K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares9,723 from 8,931
Change+792 (+9%)
Value$413.4K (+$12.9K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares9,662 from 9,586
Change+76 (+1%)
Value$410.8K (-$19.1K)
Filed 2026-10-14
Life Planning Partners, Inc
UNCHANGED
Shares9,548 from 9,548
Change0 (0%)
Value$406.0K (-$22.2K)
Filed 2026-10-28
Integris Wealth Management, LLC
UNCHANGED
Shares8,935 from 8,935
Change0 (0%)
Value$379.9K (-$20.8K)
Filed 2026-10-14
American Financial & TAX Strategies Inc
INCREASED
Shares8,856 from 8,665
Change+191 (+2%)
Value$376.6K (-$12.1K)
Filed 2026-10-16
Antonelli Financial Advisors, LLC
INCREASED
Shares8,644 from 8,169
Change+475 (+6%)
Value$368.0K (+$2.0K)
Filed 2026-10-13
Sentinel Pension Advisors, LLC
UNCHANGED
Shares8,521 from 8,521
Change0 (0%)
Value$362.3K (-$27.3K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares8,232 from 7,904
Change+328 (+4%)
Value$350.0K (-$4.5K)
Filed 2026-10-07
Argonautica Private Wealth Management, Inc
INCREASED
Shares8,204 from 8,150
Change+54 (+1%)
Value$348.8K (-$16.7K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares8,027 from 8,722
Change-695 (-8%)
Value$341.3K (-$49.9K)
Filed 2026-11-03
Foster Group, Inc.
INCREASED
Shares7,944 from 7,607
Change+337 (+4%)
Value$337.8K (-$3.4K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares7,919 from 8,248
Change-329 (-4%)
Value$336.7K (-$33.2K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares7,550 from 7,408
Change+142 (+2%)
Value$321.0K (-$11.3K)
Filed 2026-10-23
Johnson Financial Group, LLC
UNCHANGED
Shares7,295 from 7,295
Change0 (0%)
Value$310.2K (-$17.0K)
Filed 2026-11-03
Uptown Financial Advisors LLC
INCREASED
Shares7,287 from 6,905
Change+382 (+6%)
Value$309.9K (+$141)
Filed 2026-10-15
Invested Advisors
INCREASED
Shares6,874 from 4,826
Change+2,048 (+42%)
Value$292.3K (+$75.8K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares6,798 from 6,658
Change+140 (+2%)
Value$289.1K (-$9.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares6,580 from 5,264
Change+1,316 (+25%)
Value$279.8K (+$43.7K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares6,433 from 6,478
Change-45 (-1%)
Value$273.6K (-$17.0K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED
Shares6,410 from 6,810
Change-400 (-6%)
Value$272.6K (-$32.9K)
Filed 2026-11-02
Global Trust Wealth Management LLC
DECREASED
Shares6,268 from 6,720
Change-452 (-7%)
Value$266.5K (-$34.9K)
Filed 2026-10-14
Harpswell Capital Advisors, LLC
DECREASED
Shares6,210 from 13,460
Change-7,250 (-54%)
Value$264.0K (-$339.6K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$256.6K (-$16.6K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares6,040 from 7,643
Change-1,603 (-21%)
Value$256.8K (-$86.0K)
Filed 2026-11-02
Jordan Park Trust Co LLC
UNCHANGED
Shares5,963 from 5,963
Change0 (0%)
Value$253.5K (-$13.9K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED
Shares5,741 from 5,750
Change-9 (0%)
Value$244.1K (-$13.8K)
Filed 2026-10-05
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares5,739
Change+5,739
Value$244.0K
Filed 2026-10-20
Apeiron RIA LLC
INCREASED
Shares5,390 from 5,060
Change+330 (+7%)
Value$226.7K (-$236)
Filed 2026-10-08
Apella Capital, LLC
DECREASED
Shares5,376 from 6,706
Change-1,330 (-20%)
Value$224.8K (-$80.4K)
Filed 2026-10-08
Wedmont Private Capital
UNCHANGED
Shares5,184 from 5,184
Change0 (0%)
Value$216.8K (-$19.3K)
Filed 2026-10-09
First Citizens Asset Management, Inc.
INCREASED
Shares5,170 from 4,843
Change+327 (+7%)
Value$219.8K (+$2.6K)
Filed 2026-11-06
Lifetime Wealth Management P.C.
DECREASED
Shares5,140 from 6,675
Change-1,535 (-23%)
Value$218.6K (-$80.8K)
Filed 2026-10-29
Ridgewood Investments LLC
INCREASED
Shares5,100 from 4,878
Change+222 (+5%)
Value$216.8K (-$1.9K)
Filed 2026-10-05
Integrity Alliance, Llc.
NEW
Shares4,872
Change+4,872
Value$207.2K
Filed 2026-10-29
Balefire, LLC
NEW
Shares4,854
Change+4,854
Value$206.4K
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares4,820 from 4,546
Change+274 (+6%)
Value$204.9K (+$1.0K)
Filed 2026-10-16
Compass Ion Advisors, LLC
UNCHANGED
Shares4,795 from 4,795
Change0 (0%)
Value$203.9K (-$11.2K)
Filed 2026-10-23
Cutler Investment Counsel LLC
DECREASED
Shares4,718 from 5,108
Change-390 (-8%)
Value$200.6K (-$28.5K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED
Shares4,458 from 4,956
Change-498 (-10%)
Value$189.6K (-$32.7K)
Filed 2026-10-15
Parkside Financial Bank & Trust
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$165.0K (-$9.0K)
Filed 2026-10-27
Maseco LLP
DECREASED
Shares3,432 from 3,556
Change-124 (-3%)
Value$146.0K (-$13.6K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares3,167 from 2,407
Change+760 (+32%)
Value$134.6K (+$26.7K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
INCREASED
Shares3,157 from 2,675
Change+482 (+18%)
Value$134.2K (+$14.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares2,664 from 936
Change+1,728 (+185%)
Value$113.3K (+$71.3K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,046 from 2,046
Change0 (0%)
Value$87.0K (-$4.8K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares1,872 from 2,977
Change-1,105 (-37%)
Value$79.6K (-$53.9K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares1,584 from 1,633
Change-49 (-3%)
Value$67.4K (-$5.9K)
Filed 2026-11-04
Montag A & Associates Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$51.0K (-$2.8K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
NEW
Shares1,142
Change+1,142
Value$47.8K
Filed 2026-11-04
Fairman Group, LLC
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$46.3K (-$2.5K)
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$45.7K (-$2.5K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$43.8K (-$2.4K)
Filed 2026-10-20
United Financial Planning Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$42.5K (-$2.3K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$41.7K (-$2.3K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$41.0K (-$2.2K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$35.2K (-$1.9K)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares812 from 400
Change+412 (+103%)
Value$34.5K (+$16.6K)
Filed 2026-10-15
Abound Wealth Management
INCREASED
Shares763 from 36
Change+727 (+2019%)
Value$32.4K (+$30.8K)
Filed 2026-10-26
Gold Investment Management Ltd.
INCREASED
Shares754 from 723
Change+31 (+4%)
Value$32.1K (-$367)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares607 from 574
Change+33 (+6%)
Value$27.2K (+$1.5K)
Filed 2026-11-06
Albion Financial Group
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$25.4K (-$1.4K)
Filed 2026-10-21
Clearstead Advisors, LLC
NEW
Shares536
Change+536
Value$22.8K
Filed 2026-11-06
Pacifica Partners Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$21.2K (-$1.7K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares502 from 206
Change+296 (+144%)
Value$21.3K (+$12.1K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares446 from 494
Change-48 (-10%)
Value$19.0K (-$3.2K)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares441
Change+441
Value$18.8K
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$14.1K (-$770)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares328 from 924
Change-596 (-64%)
Value$14.0K (-$27.5K)
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
NEW
Shares327
Change+327
Value$13.9K
Filed 2026-10-29
Richardson Capital Management LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$12.2K (-$666)
Filed 2026-10-23
Pflug Koory, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$12.0K (-$658)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares255 from 471
Change-216 (-46%)
Value$10.8K (-$10.3K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares234 from 321
Change-87 (-27%)
Value$10.0K (-$4.4K)
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$8.1K (-$443)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares181
Change+181
Value$7.7K
Filed 2026-10-21
Signature Resources Capital Management, LLC
NEW
Shares165
Change+165
Value$7.0K
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.4K (-$350)
Filed 2026-10-23
PFS Partners, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$6.0K (-$331)
Filed 2026-10-21
Central Trust Co
NEW
Shares141
Change+141
Value$6.0K
Filed 2026-11-05
Kingdom Financial Group Llc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$5.7K (-$315)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares126 from 98
Change+28 (+29%)
Value$5.4K (+$963)
Filed 2026-10-13
Salomon & Ludwin, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.9K (-$264)
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$4.6K (-$254)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$4.1K (-$224)
Filed 2026-10-30
First Bancorp, Inc
NEW
Shares88
Change+88
Value$3.7K
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares86 from 486
Change-400 (-82%)
Value$3.7K (-$18.1K)
Filed 2026-10-20
Pillar Financial Advisors, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.1K (-$171)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
NEW
Shares63
Change+63
Value$2.7K
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.6K (+$2.6K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.6K (-$142)
Filed 2026-10-02
Burk Holdings LLC
DECREASED
Shares54 from 102
Change-48 (-47%)
Value$2.3K (-$2.3K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.3K (-$125)
Filed 2026-10-26
Valued Wealth Advisors LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.2K (-$121)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.1K (-$117)
Filed 2026-11-04
Tsfg, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2 ($0)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.8K (-$100)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.7K (-$93)
Filed 2026-10-28
SYM Financial Corp
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.5K (-$82)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.3K (-$70)
Filed 2026-10-07
Community Bank, N.A.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.2K (-$65)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.1K (-$61)
Filed 2026-11-05
Citigroup Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (-$58)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.0K (-$56)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares21 from 194
Change-173 (-89%)
Value$893 (-$7.8K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$893 (-$49)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
NEW
Shares18
Change+18
Value$765
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$425 (-$24)
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$417 (-$23)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$383 (-$21)
Filed 2026-10-15
High Note Wealth, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$383 (-$21)
Filed 2026-10-27
Financial Management Professionals, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$298 (-$16)
Filed 2026-10-23
Mosley Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$170 (-$9)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
NEW
Shares2
Change+2
Value$86
Filed 2026-10-20
Realta Investment Advisors
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$85 (-$50)
Filed 2026-10-14
Concord Wealth Partners
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$94 (-$5)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$85 (-$5)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$43 (-$2)
Filed 2026-11-04
Value Investment Professionals, LLC
CLOSED
Shares0 from 43,078
Change-43,078 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-13
Haven Private, LLC
CLOSED
Shares0 from 37,243
Change-37,243 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-27
Sentinel Trust Co LBA
CLOSED
Shares0 from 15,800
Change-15,800 (-100%)
Value$0 (-$709)
Filed 2026-11-03
Klingman & Associates, LLC
CLOSED
Shares0 from 4,720
Change-4,720 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-20
Focus Financial Network, Inc.
CLOSED
Shares0 from 4,638
Change-4,638 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 4,499
Change-4,499 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,195
Change-3,195 (-100%)
Value$0 (-$143.2K)
Filed 2026-11-02
Trust Co of Vermont
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 159
Change-159 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-05
Hager Investment Management Services, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.5K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-28
CrossGen Wealth, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-30
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Financial Consulate, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Lodestone Wealth Management LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$16)
Filed 2026-10-14
Empower Advisory Group, LLC
N/A
Shares— from 15,483,969
Change-15,483,969 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,856,956
Change-4,856,956 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,581,111
Change-1,581,111 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 839,993
Change-839,993 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 738,255
Change-738,255 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 717,752
Change-717,752 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 643,510
Change-643,510 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 597,439
Change-597,439 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 556,084
Change-556,084 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 553,397
Change-553,397 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 446,505
Change-446,505 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 321,678
Change-321,678 (-100%)
Value—
UBS Group AG
N/A
Shares— from 311,233
Change-311,233 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 300,032
Change-300,032 (-100%)
Value—
Betterment LLC
N/A
Shares— from 258,283
Change-258,283 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 237,574
Change-237,574 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 211,317
Change-211,317 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 193,537
Change-193,537 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 175,711
Change-175,711 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 152,061
Change-152,061 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 125,818
Change-125,818 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 116,387
Change-116,387 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 115,681
Change-115,681 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 113,890
Change-113,890 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 107,792
Change-107,792 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 105,223
Change-105,223 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 104,657
Change-104,657 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 95,762
Change-95,762 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 91,834
Change-91,834 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 74,934
Change-74,934 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 73,027
Change-73,027 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 71,578
Change-71,578 (-100%)
Value—
Obsido Oy
N/A
Shares— from 71,416
Change-71,416 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 63,335
Change-63,335 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 62,866
Change-62,866 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 59,999
Change-59,999 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 57,799
Change-57,799 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 57,548
Change-57,548 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 54,877
Change-54,877 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 53,202
Change-53,202 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 49,656
Change-49,656 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 48,224
Change-48,224 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 47,544
Change-47,544 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 45,531
Change-45,531 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 42,543
Change-42,543 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 37,734
Change-37,734 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 37,072
Change-37,072 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 37,055
Change-37,055 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 33,995
Change-33,995 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 32,681
Change-32,681 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 29,505
Change-29,505 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 28,514
Change-28,514 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 27,451
Change-27,451 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 27,369
Change-27,369 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 26,537
Change-26,537 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 25,930
Change-25,930 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 25,930
Change-25,930 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 25,274
Change-25,274 (-100%)
Value—
Hazelview Securities Inc.
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 24,317
Change-24,317 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,750
Change-22,750 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 22,544
Change-22,544 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 22,244
Change-22,244 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,426
Change-19,426 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 19,052
Change-19,052 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 16,753
Change-16,753 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 16,416
Change-16,416 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 16,342
Change-16,342 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 15,612
Change-15,612 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 15,468
Change-15,468 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,233
Change-15,233 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 14,303
Change-14,303 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,956
Change-13,956 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 13,888
Change-13,888 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 13,472
Change-13,472 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,203
Change-13,203 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,967
Change-12,967 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,538
Change-12,538 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,565
Change-11,565 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 11,337
Change-11,337 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,738
Change-10,738 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,811
Change-8,811 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,065
Change-8,065 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,376
Change-7,376 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 6,594
Change-6,594 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 822
Change-822 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 760
Change-760 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 464
Change-464 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 291
Change-291 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 206
Change-206 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 165
Change-165 (-100%)
Value—
EFG International AG
N/A
Shares— from 155
Change-155 (-100%)
Value—
Rogco, LP
N/A
Shares— from 131
Change-131 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 119
Change-119 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 103
Change-103 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100
Change-100 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 55
Change-55 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 45
Change-45 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
INCREASED971,295794,529+176,766+22%$35.6M$41.3M+$5.7M2026-10-21
Creative Planning
INCREASED869,004847,958+21,046+2%$38.0M$37.0M-$1.1M2026-11-02
Savant Capital, LLC
INCREASED625,704341,168+284,536+83%$15.7M$26.6M+$10.9M2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED554,606500,022+54,584+11%$22.4M$23.6M+$1.2M2026-10-27
Moller Wealth Partners
INCREASED525,743511,167+14,576+3%$22.9M$22.4M-$571.2K2026-10-15
Chilton Capital Management LLC
DECREASED417,535449,635-32,100-7%$20.2M$17.8M-$2.4M2026-10-28
Cypress Point Wealth Management, LLC
INCREASED222,198216,172+6,026+3%$9.7M$9.4M-$247.5K2026-11-03
Rockwood Wealth Management, LLC
DECREASED206,150216,035-9,885-5%$9.7M$8.8M-$923.7K2026-10-27
LPL Financial LLC
INCREASED180,733179,539+1,194+1%$8.1M$7.7M-$367.5K2026-11-06
Country Trust Bank
INCREASED171,292163,467+7,825+5%$7.3M$7.3M-$48.2K2026-10-30
Marathon Strategic Advisors, LLC
INCREASED144,428135,847+8,581+6%$6.1M$6.1M+$48.4K2026-10-20
Asset Management One Co., Ltd.
INCREASED142,440134,610+7,830+6%$6.0M$6.1M+$19.3K2026-10-27
Avior Wealth Management, LLC
INCREASED137,574128,421+9,153+7%$5.8M$5.8M+$90.0K2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED126,898120,572+6,326+5%$5.4M$5.4M-$12.0K2026-11-04
Marotta Asset Management
INCREASED124,829117,463+7,366+6%$5.3M$5.3M+$43.0K2026-10-02
Bank of New York Mellon Corp
DECREASED123,679133,585-9,906-7%$6.0M$5.3M-$732.5K2026-11-05
US Bancorp \de\
DECREASED119,246132,230-12,984-10%$5.9M$5.1M-$860.2K2026-11-05
Traveka Wealth, LLC
DECREASED117,271119,962-2,691-2%$5.4M$5.0M-$393.9K2026-10-19
Factor Wealth Management LTD
INCREASED110,157108,197+1,960+2%$4.9M$4.7M-$168.8K2026-10-08
Amicus Financial Advisors, LLC
DECREASED107,534108,849-1,315-1%$4.9M$4.6M-$309.5K2026-11-03
Arvest Investments, Inc.
INCREASED106,326100,765+5,561+6%$4.5M$4.5M+$1.7K2026-10-21
Vista Capital Partners, Inc.
INCREASED99,43995,755+3,684+4%$4.3M$4.2M-$66.5K2026-11-06
Gradient Capital Advisors, LLC
INCREASED88,12486,245+1,879+2%$3.9M$3.7M-$121.1K2026-10-21
Prairiewood Capital, LLC
INCREASED85,38775,437+9,950+13%$3.4M$3.6M+$247.3K2026-10-16
Farther Finance Advisors, LLC
INCREASED84,33479,415+4,919+6%$3.6M$3.6M+$23.8K2026-10-08
Lpwm LLC
INCREASED83,64483,058+586+1%$3.7M$3.6M-$168.6K2026-10-20
BluePrint Investing LLC
DECREASED82,87582,939-640%$3.7M$3.5M-$196.0K2026-10-14
Old Port Advisors
INCREASED76,96676,018+948+1%$3.4M$3.3M-$136.8K2026-10-23
Aletheian Wealth Advisors LLC
INCREASED74,56868,569+5,999+9%$3.1M$3.2M+$95.3K2026-10-08
Mission Wealth Management, LP
DECREASED72,43980,137-7,698-10%$3.6M$3.1M-$514.0K2026-10-15
Maryland Capital Advisors Inc.
INCREASED70,71469,091+1,623+2%$3.1M$3.0M-$92.0K2026-10-15
Cambiar Investors LLC
NEW70,391—+70,391——$3.0M—2026-11-04
Strategic Wealth Advisors LLC
INCREASED70,12863,929+6,199+10%$2.9K$3.0M+$3.0M2026-11-06
AWM Capital, LLC
DECREASED61,12961,363-2340%$2.8M$2.6M-$152.9K2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED60,45860,243+215+0%$2.7M$2.6M-$127.7K2026-11-02
Deutsche Bank Ag\
INCREASED60,00050,000+10,000+20%$2.2M$2.6M+$308.7K2026-11-06
Lynx Investment Advisory
INCREASED57,47856,268+1,210+2%$2.5M$2.4M-$79.7K2026-10-27
Bear Mountain Capital, Inc.
INCREASED55,75152,396+3,355+6%$2.4M$2.4M-$11.8K2026-11-04
Prosperity Planning, Inc.
INCREASED50,93549,434+1,501+3%$2.2M$2.2M-$51.4K2026-10-09
Greenspring Advisors, LLC
INCREASED49,00944,094+4,915+11%$2.0M$2.1M+$106.2K2026-11-05
Atria Investments, Inc
DECREASED44,80645,255-449-1%$2.0M$1.9M-$124.5K2026-10-15
PNC Financial Services Group, Inc.
INCREASED44,21213,237+30,975+234%$593.7K$1.9M+$1.3M2026-11-06
Decker Retirement Planning Inc.
INCREASED43,63540,966+2,669+7%$1.8M$1.9M+$18.0K2026-10-19
Eagle Bay Advisors LLC
DECREASED42,88943,120-231-1%$1.9M$1.8M-$110.3K2026-10-16
SeedSafe Financial LLC
DECREASED41,13444,298-3,164-7%$2.0M$1.7M-$237.8K2026-11-02
Cordoba Advisory Partners LLC
INCREASED40,91339,929+984+2%$1.8M$1.7M-$51.2K2026-10-19
Aspiriant, LLC
INCREASED40,51740,400+117+0%$1.8M$1.7M-$89.2K2026-10-16
Pictet North America Advisors SA
UNCHANGED40,02240,02200%$1.8M$1.7M-$93.3K2026-10-21
First Citizens Bank & Trust Co
DECREASED39,96340,507-544-1%$1.8M$1.7M-$117.5K2026-10-14
Websterrogers Financial Advisors, LLC
INCREASED37,70736,107+1,600+4%$1.6M$1.6M-$16.1K2026-11-02
Cambridge Advisors Inc.
UNCHANGED36,43536,43500%$1.6M$1.5M-$84.9K2026-10-19
Verde Capital Management
INCREASED35,69634,405+1,291+4%$1.5M$1.5M-$25.3K2026-10-28
TD Private Client Wealth LLC
INCREASED35,07118,860+16,211+86%$845.9K$1.5M+$645.3K2026-10-28
Kestra Advisory Services, LLC
DECREASED33,32133,542-221-1%$1.5M$1.4M-$87.6K2026-11-02
Endowment Wealth Management, Inc.
INCREASED32,18730,184+2,003+7%$1.4M$1.4M+$14.9K2026-11-03
Valmark Advisers, Inc.
DECREASED31,23231,319-870%$1.4M$1.3M-$76.7K2026-11-06
Ariadne Wealth Management, LP
UNCHANGED31,12831,12800%$1.4M$1.3M-$72.5K2026-11-06
Partners in Financial Planning
DECREASED27,83529,335-1,500-5%$1.3M$1.2M-$132.4K2026-11-06
Citizens Financial Group Inc
INCREASED26,07425,120+954+4%$1.1M$1.1M-$18.0K2026-10-23
Sincerus Advisory, LLC
DECREASED25,26433,153-7,889-24%$1.5M$1.1M-$412.7K2026-10-09
Aire Advisors, LLC
DECREASED24,80127,000-2,199-8%$1.2M$1.1M-$156.4K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED24,67424,194+480+2%$1.1M$1.0K-$1.1M2026-11-02
LAM Group, Inc.
INCREASED24,64024,150+490+2%$1.1M$1.0M-$35.4K2026-10-26
Unison Advisors LLC
DECREASED22,62424,054-1,430-6%$1.1M$962.0K-$116.9K2026-10-29
William Howard & Co Financial Advisors Inc
INCREASED22,55922,558+10%$1.0M$959.2K-$52.6K2026-11-04
Integrated Advisors Network LLC
DECREASED22,16722,479-312-1%$1.0M$942.5K-$65.6K2026-10-20
RFG Advisory, LLC
NEW20,619—+20,619——$876.7K—2026-11-03
Climber Capital SA
UNCHANGED19,30019,30000%$863.9K$778.1K-$85.8K2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED18,88018,88000%$846.8K$802.8K-$44.0K2026-11-06
Slow Capital, Inc.
DECREASED18,25019,294-1,044-5%$865.4K$776.0K-$89.3K2026-10-23
Horizons Wealth Management
NEW18,189—+18,189——$773.4K—2026-10-05
HB Wealth Management, LLC
INCREASED18,17811,499+6,679+58%$515.7K$772.9K+$257.2K2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED18,09721,820-3,723-17%$978.6K$769.5K-$209.1K2026-10-20
Breakwater Investment Management
DECREASED16,87121,288-4,417-21%$954.8K$717.4K-$237.4K2026-10-20
Upper Left Wealth Management, LLC
DECREASED16,542103,135-86,593-84%$4.6M$703.4K-$3.9M2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED16,29019,941-3,651-18%$908.1K$681.3K-$226.9K2026-10-13
CoreCap Advisors, LLC
DECREASED16,08916,866-777-5%$756.4K$684.1K-$72.3K2026-10-08
Poinciana Advisors Group, LLC
UNCHANGED15,64815,64800%$874.8K$842.4K-$32.4K2026-11-06
Phillips Financial Management, LLC
DECREASED14,68215,155-473-3%$679.7K$624.3K-$55.4K2026-10-19
Family CFO Inc
INCREASED14,38912,079+2,310+19%$541.7K$611.8K+$70.1K2026-10-30
Summit Global Investments
INCREASED13,96411,500+2,464+21%$516.0K$594-$515.4K2026-10-28
Greenwood Capital Associates LLC
INCREASED13,64011,064+2,576+23%$496.2K$580.0K+$83.8K2026-10-27
Montecito Bank & Trust
DECREASED13,61513,815-200-1%$619.6K$578.9K-$40.7K2026-10-01
Yoffe Investment Management, LLC
UNCHANGED13,37213,37200%$599.8K$568.6K-$31.2K2026-11-02
Powerhouse Assets LLC
INCREASED12,91111,558+1,353+12%$518.4K$549.0K+$30.6K2026-10-19
ARK & TLK Investments, LLC
INCREASED11,45511,205+250+2%$502.6K$487.1K-$15.5K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED11,40011,40000%$511.3K$484.7K-$26.6K2026-10-21
Generali Asset Management SPA SGR
UNCHANGED11,37411,37400%$510.1K$483.6K-$26.5K2026-10-26
Evanson Financial, LLC
UNCHANGED11,25711,25700%$504.9K$478.7K-$26.2K2026-10-23
Sound Financial Strategies Group, LLC
INCREASED11,08910,875+214+2%$487.7K$471.5K-$16.2K2026-10-30
FC Advisory LLC
DECREASED11,00811,188-180-2%$501.8K$468.1K-$33.7K2026-10-05
Bailard, Inc.
DECREASED10,54910,550-10%$473.1K$448.6K-$24.6K2026-10-13
Richardson Financial Services Inc.
INCREASED10,5468,764+1,782+20%$393.0K$448.4K+$55.4K2026-10-30
Brighton Jones LLC
INCREASED10,3529,410+942+10%$422.0K$440.2K+$18.1K2026-11-03
SJS Investment Consulting Inc.
INCREASED10,13510,000+135+1%$448.5K$430.9K-$17.6K2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED9,7238,931+792+9%$400.5K$413.4K+$12.9K2026-10-08
Mather Group, Llc.
INCREASED9,6629,586+76+1%$429.9K$410.8K-$19.1K2026-10-14
Life Planning Partners, Inc
UNCHANGED9,5489,54800%$428.2K$406.0K-$22.2K2026-10-28
Integris Wealth Management, LLC
UNCHANGED8,9358,93500%$400.8K$379.9K-$20.8K2026-10-14
American Financial & TAX Strategies Inc
INCREASED8,8568,665+191+2%$388.6K$376.6K-$12.1K2026-10-16
Antonelli Financial Advisors, LLC
INCREASED8,6448,169+475+6%$366.0K$368.0K+$2.0K2026-10-13
Sentinel Pension Advisors, LLC
UNCHANGED8,5218,52100%$389.6K$362.3K-$27.3K2026-11-02
Elevation Wealth Partners, LLC
INCREASED8,2327,904+328+4%$354.5K$350.0K-$4.5K2026-10-07
Argonautica Private Wealth Management, Inc
INCREASED8,2048,150+54+1%$365.5K$348.8K-$16.7K2026-11-02
Parallel Advisors, LLC
DECREASED8,0278,722-695-8%$391.2K$341.3K-$49.9K2026-11-03
Foster Group, Inc.
INCREASED7,9447,607+337+4%$341.2K$337.8K-$3.4K2026-10-13
Waldron Private Wealth LLC
DECREASED7,9198,248-329-4%$369.9K$336.7K-$33.2K2026-11-02
Apollon Wealth Management, LLC
INCREASED7,5507,408+142+2%$332.3K$321.0K-$11.3K2026-10-23
Johnson Financial Group, LLC
UNCHANGED7,2957,29500%$327.2K$310.2K-$17.0K2026-11-03
Uptown Financial Advisors LLC
INCREASED7,2876,905+382+6%$309.7K$309.9K+$1412026-10-15
Invested Advisors
INCREASED6,8744,826+2,048+42%$216.4K$292.3K+$75.8K2026-10-23
Compound Planning, Inc.
INCREASED6,7986,658+140+2%$298.6K$289.1K-$9.6K2026-11-05
Perigon Wealth Management, LLC
INCREASED6,5805,264+1,316+25%$236.1K$279.8K+$43.7K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED6,4336,478-45-1%$290.5K$273.6K-$17.0K2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED6,4106,810-400-6%$305.4K$272.6K-$32.9K2026-11-02
Global Trust Wealth Management LLC
DECREASED6,2686,720-452-7%$301.4K$266.5K-$34.9K2026-10-14
Harpswell Capital Advisors, LLC
DECREASED6,21013,460-7,250-54%$603.7K$264.0K-$339.6K2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED6,1006,10000%$273.2K$256.6K-$16.6K2026-10-16
Commonwealth Equity Services, LLC
DECREASED6,0407,643-1,603-21%$342.8K$256.8K-$86.0K2026-11-02
Jordan Park Trust Co LLC
UNCHANGED5,9635,96300%$267.4K$253.5K-$13.9K2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED5,7415,750-90%$257.9K$244.1K-$13.8K2026-10-05
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW5,739—+5,739——$244.0K—2026-10-20
Apeiron RIA LLC
INCREASED5,3905,060+330+7%$226.9K$226.7K-$2362026-10-08
Apella Capital, LLC
DECREASED5,3766,706-1,330-20%$305.1K$224.8K-$80.4K2026-10-08
Wedmont Private Capital
UNCHANGED5,1845,18400%$236.1K$216.8K-$19.3K2026-10-09
First Citizens Asset Management, Inc.
INCREASED5,1704,843+327+7%$217.2K$219.8K+$2.6K2026-11-06
Lifetime Wealth Management P.C.
DECREASED5,1406,675-1,535-23%$299.4K$218.6K-$80.8K2026-10-29
Ridgewood Investments LLC
INCREASED5,1004,878+222+5%$218.8K$216.8K-$1.9K2026-10-05
Integrity Alliance, Llc.
NEW4,872—+4,872——$207.2K—2026-10-29
Balefire, LLC
NEW4,854—+4,854——$206.4K—2026-10-09
Concurrent Investment Advisors, LLC
INCREASED4,8204,546+274+6%$203.9K$204.9K+$1.0K2026-10-16
Compass Ion Advisors, LLC
UNCHANGED4,7954,79500%$215.0K$203.9K-$11.2K2026-10-23
Cutler Investment Counsel LLC
DECREASED4,7185,108-390-8%$229.1K$200.6K-$28.5K2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED4,4584,956-498-10%$222.3K$189.6K-$32.7K2026-10-15
Parkside Financial Bank & Trust
UNCHANGED3,8803,88000%$174.0K$165.0K-$9.0K2026-10-27
Maseco LLP
DECREASED3,4323,556-124-3%$159.6K$146.0K-$13.6K2026-10-27
Larson Financial Group LLC
INCREASED3,1672,407+760+32%$108.0K$134.6K+$26.7K2026-11-05
Ascentis Wealth Management, LLC
INCREASED3,1572,675+482+18%$120.0K$134.2K+$14.3K2026-11-03
IFP Advisors, Inc
INCREASED2,664936+1,728+185%$42.0K$113.3K+$71.3K2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED2,0462,04600%$91.8K$87.0K-$4.8K2026-10-21
Fifth Third Bancorp
DECREASED1,8722,977-1,105-37%$133.5K$79.6K-$53.9K2026-11-05
AlphaCore Capital LLC
DECREASED1,5841,633-49-3%$73.2K$67.4K-$5.9K2026-11-04
Montag A & Associates Inc
UNCHANGED1,2001,20000%$53.8K$51.0K-$2.8K2026-10-29
Allspring Global Investments Holdings, LLC
NEW1,142—+1,142——$47.8K—2026-11-04
Fairman Group, LLC
UNCHANGED1,0891,08900%$48.9K$46.3K-$2.5K2026-10-26
UMB Bank, n.a.
UNCHANGED1,0741,07400%$48.2K$45.7K-$2.5K2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED1,0301,03000%$46.2K$43.8K-$2.4K2026-10-20
United Financial Planning Group LLC
UNCHANGED1,0001,00000%$44.9K$42.5K-$2.3K2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED98198100%$44.0K$41.7K-$2.3K2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED96596500%$43.3K$41.0K-$2.2K2026-11-04
North Star Investment Management Corp.
UNCHANGED82982900%$37.2K$35.2K-$1.9K2026-10-27
Blue Trust, Inc.
INCREASED812400+412+103%$17.9K$34.5K+$16.6K2026-10-15
Abound Wealth Management
INCREASED76336+727+2019%$1.6K$32.4K+$30.8K2026-10-26
Gold Investment Management Ltd.
INCREASED754723+31+4%$32.4K$32.1K-$3672026-10-19
Allworth Financial LP
INCREASED607574+33+6%$25.8K$27.2K+$1.5K2026-11-06
Albion Financial Group
UNCHANGED59859800%$26.8K$25.4K-$1.4K2026-10-21
Clearstead Advisors, LLC
NEW536—+536——$22.8K—2026-11-06
Pacifica Partners Inc.
UNCHANGED50550500%$22.9K$21.2K-$1.7K2026-10-09
Rossby Financial, LCC
INCREASED502206+296+144%$9.2K$21.3K+$12.1K2026-11-05
Elevated Capital Advisors, LLC
DECREASED446494-48-10%$22.2K$19.0K-$3.2K2026-11-04
Three Bridge Wealth Advisors, LLC
NEW441—+441——$18.8K—2026-11-05
TFC Financial Management, Inc.
UNCHANGED33133100%$14.8K$14.1K-$7702026-10-26
Golden State Wealth Management, LLC
DECREASED328924-596-64%$41.5K$14.0K-$27.5K2026-11-02
Rachor Investment Advisory Services, LLC
NEW327—+327——$13.9K—2026-10-29
Richardson Capital Management LLC
UNCHANGED28628600%$12.8K$12.2K-$6662026-10-23
Pflug Koory, LLC
UNCHANGED28328300%$12.7K$12.0K-$6582026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED255471-216-46%$21.1K$10.8K-$10.3K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED234321-87-27%$14.4K$10.0K-$4.4K2026-10-30
CGC Financial Services, LLC
UNCHANGED19019000%$8.5K$8.1K-$4432026-10-13
Root Financial Partners, LLC
NEW181—+181——$7.7K—2026-10-21
Signature Resources Capital Management, LLC
NEW165—+165——$7.0K—2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED15015000%$6.7K$6.4K-$3502026-10-23
PFS Partners, LLC
UNCHANGED14214200%$6.4K$6.0K-$3312026-10-21
Central Trust Co
NEW141—+141——$6.0K—2026-11-05
Kingdom Financial Group Llc.
UNCHANGED13513500%$6.1K$5.7K-$3152026-11-04
Cape Investment Advisory, Inc.
INCREASED12698+28+29%$4.4K$5.4K+$9632026-10-13
Salomon & Ludwin, LLC
UNCHANGED11511500%$5.2K$4.9K-$2642026-10-29
Asset Dedication, LLC
UNCHANGED10910900%$4.9K$4.6K-$2542026-11-03
Spire Wealth Management
UNCHANGED969600%$4.3K$4.1K-$2242026-10-30
First Bancorp, Inc
NEW88—+88——$3.7K—2026-10-26
Private Trust Co NA
DECREASED86486-400-82%$21.8K$3.7K-$18.1K2026-10-20
Pillar Financial Advisors, LLC
UNCHANGED737300%$3.3K$3.1K-$1712026-10-21
Prudent Man Investment Management, Inc.
NEW63—+63——$2.7K—2026-11-03
Winthrop Capital Management, LLC
UNCHANGED626200%$3$2.6K+$2.6K2026-11-05
Versant Capital Management, Inc
UNCHANGED616100%$2.7K$2.6K-$1422026-10-02
Burk Holdings LLC
DECREASED54102-48-47%$4.6K$2.3K-$2.3K2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED545400%$2.4K$2.3K-$1252026-10-26
Valued Wealth Advisors LLC
UNCHANGED525200%$2.3K$2.2K-$1212026-11-05
Creative Financial Designs Inc
UNCHANGED505000%$2.2K$2.1K-$1172026-11-04
Tsfg, LLC
UNCHANGED464600%$2$2$02026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED434300%$1.9K$1.8K-$1002026-10-16
Buck Wealth Strategies, LLC
UNCHANGED404000%$1.8K$1.7K-$932026-10-28
SYM Financial Corp
UNCHANGED353500%$1.6K$1.5K-$822026-10-26
Investors Research Corp
UNCHANGED303000%$1.3K$1.3K-$702026-10-07
Community Bank, N.A.
UNCHANGED282800%$1.3K$1.2K-$652026-11-06
Archer Investment Corp
UNCHANGED262600%$1.2K$1.1K-$612026-11-05
Citigroup Inc
UNCHANGED252500%$1.1K$1.1K-$582026-11-04
Triumph Capital Management
UNCHANGED242400%$1.1K$1.0K-$562026-10-14
Evolution Wealth Management Inc.
DECREASED21194-173-89%$8.7K$893-$7.8K2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED212100%$942$893-$492026-10-13
Silver Grove Financial Group, Inc.
NEW18—+18——$765—2026-11-05
Highline Wealth Partners LLC
UNCHANGED101000%$449$425-$242026-10-19
Signaturefd, LLC
UNCHANGED101000%$440$417-$232026-10-23
GHP Investment Advisors, Inc.
UNCHANGED9900%$404$383-$212026-10-15
High Note Wealth, LLC
UNCHANGED9900%$404$383-$212026-10-27
Financial Management Professionals, Inc.
UNCHANGED7700%$314$298-$162026-10-23
Mosley Wealth Management
UNCHANGED4400%$179$170-$92026-10-16
Owl Creek Wealth Partners LLC
NEW2—+2——$86—2026-10-20
Realta Investment Advisors
DECREASED23-1-33%$135$85-$502026-10-14
Concord Wealth Partners
UNCHANGED2200%$99$94-$52026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2200%$90$85-$52026-10-27
Gables Capital Management Inc.
UNCHANGED1100%$45$43-$22026-11-04
Value Investment Professionals, LLC
CLOSED043,078-43,078-100%$3.7M$0-$3.7M2026-10-13
Haven Private, LLC
CLOSED037,243-37,243-100%$1.7M$0-$1.7M2026-10-27
Sentinel Trust Co LBA
CLOSED015,800-15,800-100%$709$0-$7092026-11-03
Klingman & Associates, LLC
CLOSED04,720-4,720-100%$211.7K$0-$211.7K2026-10-20
Focus Financial Network, Inc.
CLOSED04,638-4,638-100%$208.0K$0-$208.0K2026-10-14
FSM Wealth Advisors, LLC
CLOSED04,499-4,499-100%$201.8K$0-$201.8K2026-10-27
International Assets Investment Management, LLC
CLOSED03,195-3,195-100%$143.2K$0-$143.2K2026-11-02
Trust Co of Vermont
CLOSED0361-361-100%$16.2K$0-$16.2K2026-10-21
Moisand Fitzgerald Tamayo, LLC
CLOSED0197-197-100%$8.8K$0-$8.8K2026-10-15
Brooklyn FI, LLC
CLOSED0159-159-100%$7.2K$0-$7.2K2026-11-05
Hager Investment Management Services, LLC
CLOSED0100-100-100%$4.5K$0-$4.5K2026-11-04
MCF Advisors LLC
CLOSED090-90-100%$4.0K$0-$4.0K2026-10-28
CrossGen Wealth, LLC
CLOSED056-56-100%$2.5K$0-$2.5K2026-10-30
LifeSteps Financial, Inc.
CLOSED040-40-100%$1.8K$0-$1.8K2026-10-15
Financial Consulate, Inc
CLOSED025-25-100%$1.1K$0-$1.1K2026-10-23
Lodestone Wealth Management LLC
CLOSED000—$16$0-$162026-10-14
Empower Advisory Group, LLC
N/A—15,483,969-15,483,969-100%$694.5M———
Charles Schwab Investment Management Inc
N/A—4,856,956-4,856,956-100%$217.8M———
Ballentine Partners, LLC
N/A—1,581,111-1,581,111-100%$70.9M———
Envestnet Asset Management Inc
N/A—839,993-839,993-100%$37.7M———
Morgan Stanley
N/A—738,255-738,255-100%$33.1M———
United Capital Financial Advisors, LLC
N/A—717,752-717,752-100%$32.2M———
Bank of America Corp
N/A—643,510-643,510-100%$28.9M———
Manufacturers Life Insurance Company, the
N/A—597,439-597,439-100%$26.8M———
M&T Bank Corp
N/A—556,084-556,084-100%$24.9M———
Raymond James Financial Inc
N/A—553,397-553,397-100%$24.8M———
Chandler Asset Management, Inc.
N/A—446,505-446,505-100%$20.0M———
Goldman Sachs Group Inc
N/A—321,678-321,678-100%$14.4M———
UBS Group AG
N/A—311,233-311,233-100%$14.0M———
Jane Street Group, LLC
N/A—300,032-300,032-100%$13.5M———
Betterment LLC
N/A—258,283-258,283-100%$11.6M———
Payne Capital Management, LLC
N/A—237,574-237,574-100%$10.7M———
JMG Financial Group, Ltd.
N/A—211,317-211,317-100%$9.5M———
Northwestern Mutual Wealth Management Co
N/A—193,537-193,537-100%$8.7M———
Mason Investment Advisory Services, Inc.
N/A—175,711-175,711-100%$7.9M———
Fairview Capital Investment Management, LLC
N/A—152,061-152,061-100%$6.8M———
Wells Fargo & Company
N/A—125,818-125,818-100%$5.6M———
Cetera Investment Advisers
N/A—116,387-116,387-100%$5.2M———
Strategic Financial Planning, Inc.
N/A—115,681-115,681-100%$5.2M———
Royal Bank of Canada
N/A—113,890-113,890-100%$5.1M———
Financial Alternatives, Inc
N/A—107,792-107,792-100%$4.8M———
Urban Financial Advisory Corp
N/A—105,223-105,223-100%$4.7M———
Heartland Bank & Trust Co
N/A—104,657-104,657-100%$4.7M———
Osaic Holdings, Inc.
N/A—95,762-95,762-100%$4.3M———
Comprehensive Money Management Services LLC
N/A—91,834-91,834-100%$4.1M———
JPMorgan Chase & Co
N/A—74,934-74,934-100%$3.4M———
Evelyn Partners Group Ltd
N/A—73,027-73,027-100%$7.0M———
LifePlan Investment Advisors, Inc.
N/A—71,578-71,578-100%$3.2M———
Obsido Oy
N/A—71,416-71,416-100%$3.2M———
Susquehanna International Group, LLP
N/A—63,335-63,335-100%$2.8M———
Focus Partners Advisor Solutions, LLC
N/A—62,866-62,866-100%$2.8M———
Disciplined Investments, LLC
N/A—59,999-59,999-100%$2.7M———
Mariner, LLC
N/A—57,799-57,799-100%$2.6M———
Hamrick Investment Counsel, llc
N/A—57,548-57,548-100%$2.6M———
NewEdge Advisors, LLC
N/A—54,877-54,877-100%$2.5M———
Transamerica Financial Advisors, LLC
N/A—53,202-53,202-100%$2.4M———
Federation des caisses Desjardins du Quebec
N/A—49,656-49,656-100%$2.2M———
Wealthfront Advisers LLC
N/A—48,224-48,224-100%$2.2M———
Guggenheim Capital LLC
N/A—47,544-47,544-100%$2.1M———
Envestnet Portfolio Solutions, Inc.
N/A—45,531-45,531-100%$2.0M———
Focus Partners Wealth
N/A—42,543-42,543-100%$1.9M———
Dopkins Wealth Management, LLC
N/A—37,734-37,734-100%$1.7M———
Cardiff Park Advisors, LLC
N/A—37,072-37,072-100%$1.7M———
Canal Capital Management, LLC
N/A—37,055-37,055-100%$1.7M———
Stifel Financial Corp
N/A—33,995-33,995-100%$1.5M———
Vanguard National Trust Co
N/A—32,681-32,681-100%$1.5M———
Dunhill Financial, LLC
N/A—29,505-29,505-100%$1.3M———
Captrust Financial Advisors
N/A—28,514-28,514-100%$1.3M———
Cerity Partners LLC
N/A—27,451-27,451-100%$1.2M———
Partners Capital Investment Group, LLP
N/A—27,369-27,369-100%$1.2M———
Addison Capital Co
N/A—26,537-26,537-100%$1.2M———
Empowered Funds, LLC
N/A—25,930-25,930-100%$1.2M———
Cambria Investment Management, L.P.
N/A—25,930-25,930-100%$1.2M———
Regal Investment Advisors LLC
N/A—25,274-25,274-100%$1.1M———
Hazelview Securities Inc.
N/A—24,700-24,700-100%$1.1M———
Precision Wealth Strategies, LLC
N/A—24,317-24,317-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—22,750-22,750-100%$1.0M———
Cresset Asset Management, LLC
N/A—22,544-22,544-100%$1.0M———
Nest Investments, LLC
N/A—22,244-22,244-100%$997.7K———
Citadel Advisors LLC
N/A—19,426-19,426-100%$871.3K———
Jacobs Equity LLC
N/A—19,052-19,052-100%$854.5K———
Moneta Group Investment Advisors LLC
N/A—16,753-16,753-100%$751.4K———
Hyundai Investments Co., Ltd.
N/A—16,416-16,416-100%$742.3K———
SGL Investment Advisors, Inc.
N/A—16,342-16,342-100%$744.6K———
Alesco Advisors, LLC, An ESL Co
N/A—15,612-15,612-100%$700.2K———
Liberty One Investment Management, LLC
N/A—15,468-15,468-100%$693.7K———
CIBC Bancorp USA Inc.
N/A—15,233-15,233-100%$683.2K———
Ellevest, Inc.
N/A—14,303-14,303-100%$597.0K———
Beacon Pointe Advisors, LLC
N/A—13,956-13,956-100%$625.9K———
Toronto Dominion Bank
N/A—13,888-13,888-100%$622.9K———
Osborne Partners Capital Management, LLC
N/A—13,472-13,472-100%$604.2K———
Arkadios Wealth Advisors
N/A—13,203-13,203-100%$592.2K———
Pasadena Private Wealth, LLC
N/A—13,050-13,050-100%$585.3K———
Natixis Advisors, LLC
N/A—12,967-12,967-100%$581.0K———
Ameriprise Financial Inc
N/A—12,538-12,538-100%$562.3K———
Stelac Advisory Services LLC
N/A—11,904-11,904-100%$533.9K———
Pathstone Holdings, LLC
N/A—11,565-11,565-100%$518.7K———
Waverly Advisors, LLC
N/A—11,378-11,378-100%$510.3K———
Unconventional Investor, LLC
N/A—11,337-11,337-100%$508.5K———
MAI Capital Management
N/A—10,738-10,738-100%$481.6K———
Sanctuary Advisors, LLC
N/A—10,433-10,433-100%$467.9K———
Parkwoods Wealth Partners, LLC
N/A—9,548-9,548-100%$428.2K———
OneDigital Investment Advisors LLC
N/A—9,013-9,013-100%$404.2K———
Nuveen, LLC
N/A—8,811-8,811-100%$395.2K———
MML Investors Services, LLC
N/A—8,288-8,288-100%$371.7K———
HighTower Advisors, LLC
N/A—8,220-8,220-100%$368.7K———
Blair William & Co
N/A—8,065-8,065-100%$361.7K———
Truepoint, Inc.
N/A—7,919-7,919-100%$355.2K———
Savvy Advisors, Inc.
N/A—7,552-7,552-100%$338.7K———
AQR Capital Management LLC
N/A—7,376-7,376-100%$330.8K———
Greenwich Wealth Management LLC
N/A—6,850-6,850-100%$307.0K———
Quantinno Capital Management LP
N/A—6,829-6,829-100%$306.3K———
Global Retirement Partners, LLC
N/A—6,693-6,693-100%$300.2K———
Alliancebernstein L.P.
N/A—6,624-6,624-100%$294.4K———
Balanced Rock Investment Advisors LLC
N/A—6,594-6,594-100%$295.7K———
Traub Capital Management LLC
N/A—6,575-6,575-100%$294.9K———
Sequoia Financial Advisors, LLC
N/A—6,143-6,143-100%$275.5K———
Jones Financial Companies Lllp
N/A—6,138-6,138-100%$277.4K———
FMR LLC
N/A—5,969-5,969-100%$267.7K———
Main Street Financial Solutions, LLC
N/A—5,942-5,942-100%$266.5K———
BlackRock, Inc.
N/A—5,575-5,575-100%$250.1K———
Xcelsior Advisor Partners LLC
N/A—4,625-4,625-100%$207.4K———
Strategic Investment Solutions, Inc.
N/A—3,981-3,981-100%$178.5K———
Huntington National Bank
N/A—3,418-3,418-100%$153.2K———
Bogart Wealth, LLC
N/A—3,276-3,276-100%$146.9K———
Basecamp Wealth Advisors LLC
N/A—3,269-3,269-100%$146.6K———
Harbour Investments, Inc.
N/A—3,142-3,142-100%$140.9K———
Brown Brothers Harriman & Co
N/A—2,985-2,985-100%$133.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,749-2,749-100%$123.3K———
RED Reef Advisors LLC
N/A—2,451-2,451-100%$109.9K———
Bessemer Group Inc
N/A—1,918-1,918-100%$86.0K———
Glassman Wealth Services
N/A—1,637-1,637-100%$73.4K———
Timbuktu Capital Management, LLC
N/A—1,629-1,629-100%$73.1K———
BFC Planning, Inc.
N/A—1,613-1,613-100%$72.4K———
AE Wealth Management LLC
N/A—1,610-1,610-100%$72.2K———
O'shaughnessy Asset Management, LLC
N/A—1,361-1,361-100%$61.0K———
Front Row Advisors LLC
N/A—972-972-100%$44.2K———
Continuum Advisory, LLC
N/A—917-917-100%$41.1K———
Strategic Wealth Partners, Ltd.
N/A—822-822-100%$36.9K———
Teachers Insurance & Annuity Association of America
N/A—760-760-100%$34.1K———
WealthCollab, LLC
N/A—540-540-100%$24.2K———
Arax Advisory Partners
N/A—464-464-100%$20.8K———
Raffa Wealth Management, LLC
N/A—450-450-100%$20.2K———
Synergy Investment Management, LLC
N/A—416-416-100%$18.7K———
New Republic Capital, LLC
N/A—403-403-100%$18.1K———
Anchor Investment Management, LLC
N/A—358-358-100%$16.1K———
Founders Financial Alliance, LLC
N/A—354-354-100%$15.9K———
Capital Analysts, LLC
N/A—340-340-100%$15———
Atlantic Union Bankshares Corp
N/A—291-291-100%$13.1K———
Geneos Wealth Management Inc.
N/A—248-248-100%$11.1K———
IMA Advisory Services, Inc.
N/A—227-227-100%$10.2K———
Ancora Advisors LLCA
N/A—206-206-100%$9.2K———
Colonial Trust Co / SC
N/A—200-200-100%$9.0K———
Steward Partners Investment Advisory, LLC
N/A—175-175-100%$7.8K———
Vanguard Advisers Inc
N/A—165-165-100%$7.4K———
EFG International AG
N/A—155-155-100%$7.0K———
Rogco, LP
N/A—131-131-100%$5.9K———
Bank of Montreal
N/A—119-119-100%$5.3K———
Atomic Invest LLC
N/A—112-112-100%$5.1K———
PIN OAK Investment Advisors Inc
N/A—103-103-100%$5———
BNP Paribas Financial Markets
N/A—100-100-100%$4.5K———
Sittner & Nelson, LLC
N/A—98-98-100%$4.4K———
Tidemark, LLC
N/A—87-87-100%$3.9K———
HM Payson & Co
N/A—55-55-100%$2.5K———
CVA Family Office, LLC
N/A—54-54-100%$2.4K———
Hantz Financial Services, Inc.
N/A—47-47-100%$2———
Hollencrest Capital Management
N/A—45-45-100%$2.0K———
Aptus Capital Advisors, LLC
N/A—31-31-100%$1.4K———
Ameriflex Group, Inc.
N/A—31-31-100%$1.4K———
Crewe Advisors LLC
N/A—26-26-100%$1.2K———
VSM Wealth Advisory, LLC
N/A—20-20-100%$897———
UBS Asset Management Americas LLC
N/A—11-11-100%$493———
Graney & King, LLC
N/A—9-9-100%$385———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—7-7-100%$314———
Godfrey Financial Associates, Inc.
N/A—2-2-100%$90———
Kilter Group LLC
N/A—1-1-100%$61———
Showing 388 of 388 institutions