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Vanguard Ftse Pacific ETF (VPL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mather Group, Llc.
INCREASED
Shares6,372,509 from 6,163,820
Change+208,689 (+3%)
Value$738.0M (+$24.9M)
Filed 2026-10-14
Garde Capital, Inc.
DECREASED
Shares620,256 from 621,511
Change-1,255 (0%)
Value$71.8M (-$70.8K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares619,209 from 635,287
Change-16,078 (-3%)
Value$71.7M (-$1.8M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares595,815 from 519,425
Change+76,390 (+15%)
Value$69.0M (+$8.9M)
Filed 2026-10-21
Willis Johnson Wealth, Inc.
INCREASED
Shares576,632 from 574,694
Change+1,938 (+0%)
Value$66.8M (+$293.4K)
Filed 2026-11-03
WestEnd Advisors, LLC
INCREASED
Shares548,879 from 521,280
Change+27,599 (+5%)
Value$63.6M (+$3.3M)
Filed 2026-10-27
Greenwood Gearhart LLC
INCREASED
Shares329,346 from 287,920
Change+41,426 (+14%)
Value$38.1M (+$4.8M)
Filed 2026-11-02
Angeles Investment Advisors, LLC
INCREASED
Shares302,785 from 685
Change+302,100 (+44102%)
Value$35.1M (+$35.0M)
Filed 2026-10-22
Presilium Private Wealth, LLC
INCREASED
Shares292,690 from 274,048
Change+18,642 (+7%)
Value$33.9M (+$2.2M)
Filed 2026-10-26
Tanager Wealth Management LLP
INCREASED
Shares279,776 from 263,678
Change+16,098 (+6%)
Value$32.4M (+$1.9M)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares279,161 from 296,456
Change-17,295 (-6%)
Value$32.3M (-$2.0M)
Filed 2026-10-30
Creative Planning
INCREASED
Shares212,504 from 209,476
Change+3,028 (+1%)
Value$24.6M (+$375.8K)
Filed 2026-11-02
Silphium Asset Management Ltd
UNCHANGED
Shares202,700 from 202,700
Change0 (0%)
Value$23.5M (+$24.3K)
Filed 2026-10-27
Addis & Hill, Inc
UNCHANGED
Shares195,404 from 195,404
Change0 (0%)
Value$22.6M ($0)
Filed 2026-10-19
Moller Wealth Partners
INCREASED
Shares132,258 from 127,817
Change+4,441 (+3%)
Value$15.3M (+$529.7K)
Filed 2026-10-15
WealthBridge Investment Counsel Inc.
INCREASED
Shares128,085 from 127,975
Change+110 (+0%)
Value$14.8K (+$29)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares113,731 from 125,233
Change-11,502 (-9%)
Value$13.2M (-$1.3M)
Filed 2026-10-15
Legacy CG, LLC
INCREASED
Shares110,006 from 75,193
Change+34,813 (+46%)
Value$12.7M (+$4.0M)
Filed 2026-10-30
Ameraudi Asset Management, Inc.
INCREASED
Shares106,323 from 103,661
Change+2,662 (+3%)
Value$12.3M (+$320.7K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares104,446 from 96,777
Change+7,669 (+8%)
Value$12.1M (+$899.9K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
DECREASED
Shares103,571 from 104,546
Change-975 (-1%)
Value$12.0M (-$100.3K)
Filed 2026-10-14
Confluence Investment Management LLC
INCREASED
Shares98,069 from 60,466
Change+37,603 (+62%)
Value$11.4M (+$4.4M)
Filed 2026-10-01
AGF Management LTD
DECREASED
Shares97,553 from 106,670
Change-9,117 (-9%)
Value$11.3M (-$1.0M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED
Shares94,000 from 94,000
Change0 (0%)
Value$10.9M (+$11.3K)
Filed 2026-10-20
Sarasin & Partners LLP
DECREASED
Shares82,485 from 82,887
Change-402 (0%)
Value$9.6M (-$36.6K)
Filed 2026-10-13
Integris Wealth Management, LLC
INCREASED
Shares81,230 from 78,510
Change+2,720 (+3%)
Value$9.4M (+$324.5K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
DECREASED
Shares81,221 from 85,921
Change-4,700 (-5%)
Value$9.4M (-$496.6K)
Filed 2026-11-04
Zeit Capital LLC
DECREASED
Shares80,813 from 82,926
Change-2,113 (-3%)
Value$9.4M (-$234.8K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares76,463 from 74,410
Change+2,053 (+3%)
Value$8.8M (+$390.2K)
Filed 2026-10-16
Capital Investment Counsel, LLC
DECREASED
Shares74,604 from 75,285
Change-681 (-1%)
Value$8.6M (-$69.8K)
Filed 2026-10-14
Access Investment Management LLC
INCREASED
Shares74,054 from 72,801
Change+1,253 (+2%)
Value$8.6M (+$153.9K)
Filed 2026-10-23
Global Wealth Strategies & Associates
INCREASED
Shares71,148 from 67,881
Change+3,267 (+5%)
Value$8.2M (+$386.5K)
Filed 2026-10-02
TBH Global Asset Management, LLC
INCREASED
Shares63,687 from 18,540
Change+45,147 (+244%)
Value$5.6M (+$3.4M)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares56,095 from 54,636
Change+1,459 (+3%)
Value$6.5M (+$175.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares51,791 from 50,086
Change+1,705 (+3%)
Value$6.0K (-$5.8M)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares45,213 from 44,756
Change+457 (+1%)
Value$5.2M (+$58.2K)
Filed 2026-11-05
Madson Wealth Advisors Inc
INCREASED
Shares44,722 from 42,807
Change+1,915 (+4%)
Value$5.2M (+$226.9K)
Filed 2026-10-13
First Bank & Trust
UNCHANGED
Shares43,465 from 43,465
Change0 (0%)
Value$5.0M (+$5.2K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares43,332 from 45,120
Change-1,788 (-4%)
Value$5.0M (-$201.7K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
DECREASED
Shares41,867 from 65,109
Change-23,242 (-36%)
Value$4.8M (-$2.7M)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares38,396 from 32,083
Change+6,313 (+20%)
Value$4.4M (+$735.0K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares38,248 from 3,368
Change+34,880 (+1036%)
Value$4.4K (-$385.6K)
Filed 2026-10-26
Cooksen Wealth, LLC
INCREASED
Shares37,753 from 36,592
Change+1,161 (+3%)
Value$4.4M (+$122.2K)
Filed 2026-10-13
Segment Wealth Management, LLC
DECREASED
Shares33,983 from 34,070
Change-87 (0%)
Value$3.9M (-$6.0K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares32,619 from 32,206
Change+413 (+1%)
Value$3.8M (+$51.7K)
Filed 2026-10-23
Parthenon LLC
DECREASED
Shares30,937 from 31,229
Change-292 (-1%)
Value$3.6M (-$30.1K)
Filed 2026-10-22
Evanson Financial, LLC
DECREASED
Shares28,710 from 29,360
Change-650 (-2%)
Value$3.3M (-$71.8K)
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares27,630 from 28,347
Change-717 (-3%)
Value$3.2M (-$79.6K)
Filed 2026-10-21
Family Wealth Partners, LLC
DECREASED
Shares24,057 from 24,358
Change-301 (-1%)
Value$2.8M (-$32.0K)
Filed 2026-10-20
Liberty Capital Management, Inc.
INCREASED
Shares24,045 from 23,886
Change+159 (+1%)
Value$2.8M (+$21.3K)
Filed 2026-11-02
Montecito Bank & Trust
INCREASED
Shares23,134 from 23,049
Change+85 (+0%)
Value$2.7M (+$12.6K)
Filed 2026-10-01
Fifth Third Bancorp
DECREASED
Shares22,260 from 23,515
Change-1,255 (-5%)
Value$2.6M (-$142.4K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares21,915 from 21,887
Change+28 (+0%)
Value$2.5M (+$5.9K)
Filed 2026-10-14
Aspire Private Capital, LLC
NEW
Shares21,632
Change+21,632
Value$2.5M
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares21,574 from 21,574
Change0 (0%)
Value$2.5M (+$2.6K)
Filed 2026-10-14
Wedmont Private Capital
UNCHANGED
Shares21,470 from 21,470
Change0 (0%)
Value$2.5M (+$16.7K)
Filed 2026-10-09
Landmark Wealth Management, Inc.
NEW
Shares21,127
Change+21,127
Value$2.4M
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares20,316 from 20,316
Change0 (0%)
Value$2.4M (+$2.4K)
Filed 2026-10-02
Mission Wealth Management, LP
INCREASED
Shares20,085 from 20,024
Change+61 (+0%)
Value$2.3M (+$9.5K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares20,034 from 20,404
Change-370 (-2%)
Value$2.3M (-$40.4K)
Filed 2026-10-28
Vaquero Private Wealth, LTD
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$2.3M (+$2.4K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares19,907 from 14,597
Change+5,310 (+36%)
Value$2.3M (+$619.7K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares19,402 from 18,672
Change+730 (+4%)
Value$2.2M (+$86.8K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
NEW
Shares19,227
Change+19,227
Value$2.2M
Filed 2026-10-13
Rockingstone Advisors LLC
DECREASED
Shares19,140 from 19,185
Change-45 (0%)
Value$2.2M (-$2.9K)
Filed 2026-10-16
Rebalance, LLC
UNCHANGED
Shares18,859 from 18,859
Change0 (0%)
Value$2.2M (+$2.3K)
Filed 2026-10-22
Global Financial Private Client, LLC
INCREASED
Shares18,766 from 16,957
Change+1,809 (+11%)
Value$2.2M (+$211.5K)
Filed 2026-10-15
McHugh Group, LLC
INCREASED
Shares18,717 from 14,240
Change+4,477 (+31%)
Value$2.2M (+$520.2K)
Filed 2026-10-19
BigSur Wealth Management LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$2.1M (+$2.2K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares17,310 from 16,313
Change+997 (+6%)
Value$2.0M (+$117.4K)
Filed 2026-11-02
Raleigh Capital Management Inc.
NEW
Shares15,139
Change+15,139
Value$1.8M
Filed 2026-10-28
Vontobel Holding Ltd.
DECREASED
Shares13,855 from 14,416
Change-561 (-4%)
Value$1.6M (-$63.2K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares13,773 from 13,302
Change+471 (+4%)
Value$1.6M (+$56.1K)
Filed 2026-10-15
Blueprint Financial Advisors LLC
NEW
Shares12,651
Change+12,651
Value$1.5M
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares12,535 from 12,535
Change0 (0%)
Value$1.5M (+$1.5K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares12,211 from 13,329
Change-1,118 (-8%)
Value$1.4M (-$127.9K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares12,151 from 12,080
Change+71 (+1%)
Value$1.4M (+$9.7K)
Filed 2026-10-13
Eagle Harbor Asset Management Inc
UNCHANGED
Shares10,989 from 10,989
Change0 (0%)
Value$1.3M (+$1.3K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares10,945 from 9,342
Change+1,603 (+17%)
Value$1.3M (+$186.8K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
DECREASED
Shares10,574 from 10,893
Change-319 (-3%)
Value$1.2M (-$35.6K)
Filed 2026-10-07
Amplius Wealth Advisors, LLC
INCREASED
Shares10,265 from 7,530
Change+2,735 (+36%)
Value$1.2M (+$317.6K)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares10,195 from 9,000
Change+1,195 (+13%)
Value$1.2M (+$139.9K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED
Shares9,864 from 10,291
Change-427 (-4%)
Value$1.1M (-$48.1K)
Filed 2026-11-03
Sharper & Granite LLC
INCREASED
Shares9,603 from 9,233
Change+370 (+4%)
Value$938.5K (-$129.7K)
Filed 2026-11-02
Moulton Wealth Management, Inc
DECREASED
Shares9,066 from 9,121
Change-55 (-1%)
Value$1.1M (+$19.2K)
Filed 2026-10-13
Grandfield & Dodd, LLC
UNCHANGED
Shares8,340 from 8,340
Change0 (0%)
Value$965.9K (+$1.0K)
Filed 2026-10-29
GFS Advisors, LLC
DECREASED
Shares8,184 from 8,274
Change-90 (-1%)
Value$948.0K (-$9.2K)
Filed 2026-11-03
Verdence Capital Advisors LLC
DECREASED
Shares8,096 from 8,540
Change-444 (-5%)
Value$937.6K (-$50.4K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares8,089 from 8,159
Change-70 (-1%)
Value$936.8K (-$7.1K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares8,007 from 1,836
Change+6,171 (+336%)
Value$927.3K (+$714.9K)
Filed 2026-11-04
Viewpoint Investment Partners Corp
INCREASED
Shares7,971 from 7,771
Change+200 (+3%)
Value$920.9K (+$24.0K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares7,696 from 6,985
Change+711 (+10%)
Value$891.2K (+$83.1K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
UNCHANGED
Shares7,652 from 7,652
Change0 (0%)
Value$886.2K (+$918)
Filed 2026-10-15
Sincerus Advisory, LLC
UNCHANGED
Shares7,594 from 7,594
Change0 (0%)
Value$879.5K (+$911)
Filed 2026-10-09
Yoffe Investment Management, LLC
UNCHANGED
Shares7,008 from 7,008
Change0 (0%)
Value$811.6K (+$841)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares6,859 from 5,892
Change+967 (+16%)
Value$794.4K (+$112.7K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares6,822 from 6,828
Change-6 (0%)
Value$790.0K (+$125)
Filed 2026-11-05
Maseco LLP
UNCHANGED
Shares6,428 from 6,428
Change0 (0%)
Value$744.5K (+$932)
Filed 2026-10-27
Legacy Wealth Partners, LLC
NEW
Shares6,150
Change+6,150
Value$712.2K
Filed 2026-10-15
Evolution Wealth Advisors, LLC
UNCHANGED
Shares5,897 from 5,897
Change0 (0%)
Value$682.9K (+$708)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
UNCHANGED
Shares5,869 from 5,869
Change0 (0%)
Value$679.6K (+$705)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares5,791 from 3,418
Change+2,373 (+69%)
Value$670.7K (+$275.2K)
Filed 2026-11-04
International Private Wealth Advisors LLC
NEW
Shares5,754
Change+5,754
Value$666.4K
Filed 2026-11-05
Portland Financial Advisors Inc
UNCHANGED
Shares5,655 from 5,655
Change0 (0%)
Value$654.9K (+$679)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares5,598 from 6,528
Change-930 (-14%)
Value$648.3K (-$106.9K)
Filed 2026-10-20
Salem Investment Counselors Inc
INCREASED
Shares5,567 from 5,565
Change+2 (+0%)
Value$644.7K (+$900)
Filed 2026-10-13
Advisory Resource Group
DECREASED
Shares5,416 from 8,144
Change-2,728 (-33%)
Value$627.2K (-$315.0K)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares5,334 from 3,301
Change+2,033 (+62%)
Value$617.8K (+$235.9K)
Filed 2026-11-04
Destiny Wealth Partners, LLC
NEW
Shares5,037
Change+5,037
Value$546.1K
Filed 2026-11-05
Lockerman Financial Group, Inc.
NEW
Shares4,975
Change+4,975
Value$576.2K
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares4,926 from 4,926
Change0 (0%)
Value$570.5K (+$591)
Filed 2026-10-15
Balefire, LLC
NEW
Shares4,664
Change+4,664
Value$540.1K
Filed 2026-10-09
Vise Technologies, Inc.
DECREASED
Shares4,492 from 4,573
Change-81 (-2%)
Value$520.2K (-$8.8K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares4,169 from 4,137
Change+32 (+1%)
Value$482.8K (+$4.2K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares4,013 from 4,530
Change-517 (-11%)
Value$459 (-$518.5K)
Filed 2026-11-02
Ascent Group, LLC
NEW
Shares3,994
Change+3,994
Value$462.5K
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares3,961 from 3,975
Change-14 (0%)
Value$458.7K (-$1.1K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares3,850 from 3,203
Change+647 (+20%)
Value$445.8K (+$75.3K)
Filed 2026-11-03
Southland Equity Partners LLC
INCREASED
Shares3,785 from 3,639
Change+146 (+4%)
Value$438.3K (+$17.3K)
Filed 2026-10-14
Aaron Wealth Advisors LLC
UNCHANGED
Shares3,743 from 3,743
Change0 (0%)
Value$433.5K (+$449)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares3,734
Change+3,734
Value$431.8K
Filed 2026-11-03
F&V Capital Management, LLC
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$420 (-$419.6K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares3,604
Change+3,604
Value$417
Filed 2026-11-03
Pictet North America Advisors SA
NEW
Shares3,380
Change+3,380
Value$391.4K
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares3,356 from 3,451
Change-95 (-3%)
Value$388.7K (-$10.6K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares3,345 from 3,415
Change-70 (-2%)
Value$387.4K (-$7.7K)
Filed 2026-10-30
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares3,343 from 3,343
Change0 (0%)
Value$387.2K (+$401)
Filed 2026-10-29
Richardson Financial Services Inc.
NEW
Shares3,328
Change+3,328
Value$385.4K
Filed 2026-10-30
GC Wealth Management RIA, LLC
INCREASED
Shares3,313 from 3,178
Change+135 (+4%)
Value$383.7K (+$16.0K)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares3,271 from 200
Change+3,071 (+1536%)
Value$378.9K (+$355.7K)
Filed 2026-11-03
Harrell Investment Partners, LLC
DECREASED
Shares3,169 from 3,315
Change-146 (-4%)
Value$367.0K (-$16.5K)
Filed 2026-10-15
Chesley Taft & Associates LLC
UNCHANGED
Shares3,164 from 3,164
Change0 (0%)
Value$366.4K (+$380)
Filed 2026-10-13
Axxcess Wealth Management, LLC
NEW
Shares3,065
Change+3,065
Value$355.0K
Filed 2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED
Shares3,020 from 2,667
Change+353 (+13%)
Value$349.7K (+$41.2K)
Filed 2026-10-23
Navigation Wealth Management, Inc.
INCREASED
Shares2,916 from 2,821
Change+95 (+3%)
Value$332.2K (+$5.8K)
Filed 2026-11-03
Financial Consulate, Inc
UNCHANGED
Shares2,857 from 2,857
Change0 (0%)
Value$330.9K (+$343)
Filed 2026-10-23
Apella Capital, LLC
DECREASED
Shares2,820 from 3,167
Change-347 (-11%)
Value$328.2K (-$27.4K)
Filed 2026-10-08
Insight Advisors, LLC/ PA
DECREASED
Shares2,783 from 2,797
Change-14 (0%)
Value$322.3K (-$1.3K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares2,695 from 4,475
Change-1,780 (-40%)
Value$293.0K (-$224.7K)
Filed 2026-11-04
Aspiriant, LLC
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$302.4K (+$314)
Filed 2026-10-16
Prospera Capital Management, LLC
NEW
Shares2,540
Change+2,540
Value$294.1K
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares2,493 from 1,765
Change+728 (+41%)
Value$288.7K (+$84.5K)
Filed 2026-10-23
ZWJ Investment Counsel Inc
DECREASED
Shares2,483 from 2,883
Change-400 (-14%)
Value$287.6K (-$46.0K)
Filed 2026-10-15
Atticus Wealth Management, LLC
DECREASED
Shares2,476 from 2,520
Change-44 (-2%)
Value$286.7K (-$4.8K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
NEW
Shares2,460
Change+2,460
Value$284.9K
Filed 2026-10-28
Junk Investment Group, LLC
INCREASED
Shares2,364 from 2,080
Change+284 (+14%)
Value$273.7K (+$33.1K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares2,337 from 1,770
Change+567 (+32%)
Value$270.6K (+$65.9K)
Filed 2026-11-05
Kaizen Financial Strategies
DECREASED
Shares2,295 from 3,195
Change-900 (-28%)
Value$265.8K (-$95.4K)
Filed 2026-10-09
SBI Securities Co., Ltd.
DECREASED
Shares2,279 from 2,342
Change-63 (-3%)
Value$263.9K (-$7.0K)
Filed 2026-10-22
Smart Wealth LLC
NEW
Shares2,272
Change+2,272
Value$263.1K
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares2,269 from 820
Change+1,449 (+177%)
Value$262.7K (+$167.9K)
Filed 2026-10-08
Simplicity Wealth,LLC
DECREASED
Shares2,231 from 2,317
Change-86 (-4%)
Value$258.4K (-$9.7K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares2,230 from 2,604
Change-374 (-14%)
Value$258.3K (-$43.0K)
Filed 2026-10-22
Quantum Financial Advisors, LLC
DECREASED
Shares2,184 from 2,290
Change-106 (-5%)
Value$252.9K (-$12.0K)
Filed 2026-11-03
First Citizens Bank & Trust Co
NEW
Shares2,035
Change+2,035
Value$235.7K
Filed 2026-10-14
WealthPoint Financial, LLC
NEW
Shares2,009
Change+2,009
Value$232.7K
Filed 2026-11-03
Keybank National Association
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$231.5K (+$240)
Filed 2026-11-04
Plancorp, LLC
NEW
Shares1,981
Change+1,981
Value$215.3K
Filed 2026-11-03
Daymark Wealth Partners, LLC
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$226.6K (+$235)
Filed 2026-11-04
MKT Advisors LLC
UNCHANGED
Shares1,953 from 1,953
Change0 (0%)
Value$223.7K (+$4.4K)
Filed 2026-10-20
JBR Co Financial Management Inc
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$220.4K (-$5.2K)
Filed 2026-10-13
Aegis Wealth Management, Inc.
NEW
Shares1,915
Change+1,915
Value$221.8K
Filed 2026-10-26
MCF Advisors LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$221.2K (+$230)
Filed 2026-10-28
Symmetry Partners, LLC
NEW
Shares1,886
Change+1,886
Value$218.4K
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares1,871 from 1,753
Change+118 (+7%)
Value$216.7K (+$13.9K)
Filed 2026-11-03
Newton One Investments LLC
DECREASED
Shares1,851 from 1,903
Change-52 (-3%)
Value$214.4K (-$5.8K)
Filed 2026-10-14
Boston Trust Walden Corp
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$214.2K (+$223)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$207.4K (+$214)
Filed 2026-11-02
Csenge Advisory Group
NEW
Shares1,747
Change+1,747
Value$202.3K
Filed 2026-11-04
Secure Asset Management, LLC
NEW
Shares1,732
Change+1,732
Value$200.6K
Filed 2026-10-19
Cullen T Bankers, Inc.
DECREASED
Shares1,717 from 1,735
Change-18 (-1%)
Value$198.8K (-$1.9K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares1,703 from 1,702
Change+1 (+0%)
Value$197.2K (+$204)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares1,699 from 1,699
Change0 (0%)
Value$196.8K (+$204)
Filed 2026-11-02
Piscataqua Savings Bank
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$167.7K (+$173)
Filed 2026-10-21
Quaker Wealth Management, LLC
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$162.7K (+$168)
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares1,322 from 1,690
Change-368 (-22%)
Value$153.1K (-$42.4K)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares1,310 from 1,211
Change+99 (+8%)
Value$151.7K (+$11.6K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares1,278
Change+1,278
Value$148.1K
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$144.8K (+$150)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,124
Change+1,124
Value$130.2K
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$124.5K (+$129)
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares1,014
Change+1,014
Value$117.5K
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares1,011 from 65
Change+946 (+1455%)
Value$117.1K (+$109.6K)
Filed 2026-11-04
Northstar Asset Management Co
DECREASED
Shares1,000 from 1,106
Change-106 (-10%)
Value$110.7K (-$9.5K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares996 from 326
Change+670 (+206%)
Value$115.3K (+$77.6K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
INCREASED
Shares967 from 921
Change+46 (+5%)
Value$112.0K (+$5.4K)
Filed 2026-10-26
Simplex Trading, LLC
NEW
Shares787
Change+787
Value$91.1K
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares771 from 563
Change+208 (+37%)
Value$89.3K (+$24.2K)
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$86.7K (+$90)
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$73.4K (-$4.7K)
Filed 2026-10-29
Evermay Wealth Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$69.5K (+$72)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares585 from 168
Change+417 (+248%)
Value$67.7K (+$48.3K)
Filed 2026-10-09
US Bancorp \de\
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$63.8K (+$66)
Filed 2026-11-05
First Pacific Financial
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$60.8K (+$63)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$56.3K (+$59)
Filed 2026-10-22
Security National Bank
NEW
Shares450
Change+450
Value$52.1K
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$51.9K (+$54)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares389 from 391
Change-2 (-1%)
Value$45.1K (-$185)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares361
Change+361
Value$41.9K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares347 from 318
Change+29 (+9%)
Value$40.2K (+$3.4K)
Filed 2026-10-16
Oakworth Capital, Inc.
NEW
Shares315
Change+315
Value$36.5K
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$36.0K (+$37)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$35.5K (+$796)
Filed 2026-10-08
Princeton Global Asset Management LLC
DECREASED
Shares282 from 294
Change-12 (-4%)
Value$32.6K (-$1.4K)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares246
Change+246
Value$28.5K
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$28.4K (+$29)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares244
Change+244
Value$28.3K
Filed 2026-10-05
Balentine LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$27.8K (+$28)
Filed 2026-11-03
Trust Co of Vermont
DECREASED
Shares234 from 384
Change-150 (-39%)
Value$27.1K (-$17.3K)
Filed 2026-10-21
Olistico Wealth, LLC
NEW
Shares215
Change+215
Value$24.9K
Filed 2026-10-05
City State Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$23.2K (+$24)
Filed 2026-10-20
Angeles Wealth Management, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$20.5K (+$22)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$17.3K (+$18)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares133 from 132
Change+1 (+1%)
Value$15.4K (+$132)
Filed 2026-10-14
Bell Investment Advisors, Inc
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$13.2K (+$14)
Filed 2026-10-29
Avion Wealth
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$11 (+$1)
Filed 2026-11-04
Covestor Ltd
NEW
Shares93
Change+93
Value$11
Filed 2026-10-30
Gladwyn Financial Advisors, Inc.
DECREASED
Shares81 from 118
Change-37 (-31%)
Value$9.4K (-$4.2K)
Filed 2026-10-05
True Wealth Design, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$9.3K (+$9)
Filed 2026-10-13
Pioneer Family Office, LLC
INCREASED
Shares74 from 62
Change+12 (+19%)
Value$8.5K (+$1.3K)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares64 from 50
Change+14 (+28%)
Value$7.4K (+$1.6K)
Filed 2026-11-04
NBH Bank
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$7.1K (+$7)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$6.8K (+$7)
Filed 2026-10-15
DeDora Capital, Inc.
NEW
Shares58
Change+58
Value$6.7K
Filed 2026-10-26
Cape Investment Advisory, Inc.
NEW
Shares51
Change+51
Value$5.9K
Filed 2026-10-13
Buck Wealth Strategies, LLC
NEW
Shares51
Change+51
Value$5.9K
Filed 2026-10-28
Tsfg, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$6 ($0)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$5.6K (+$6)
Filed 2026-11-03
Hager Investment Management Services, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$5.4K (+$6)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares46 from 9
Change+37 (+411%)
Value$5.3K (+$4.3K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.0K (+$5)
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.3K (+$4)
Filed 2026-10-26
Key Capital Management, Inc
NEW
Shares32
Change+32
Value$3.7K
Filed 2026-11-03
Morling Financial Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.9K (+$3)
Filed 2026-10-28
Birchbrook, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.0K (+$2)
Filed 2026-10-14
First Command Advisory Services, Inc.
NEW
Shares13
Change+13
Value$1.5K
Filed 2026-11-05
Central Pacific Bank - Trust Division
INCREASED
Shares13 from 7
Change+6 (+86%)
Value$1.5K (+$696)
Filed 2026-10-06
Brown, Lisle Ings, Inc.
NEW
Shares10
Change+10
Value$1.2K
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (+$1)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.0K (+$1)
Filed 2026-10-26
Networth Advisors, LLC
NEW
Shares3
Change+3
Value$347
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$212.4K
Filed 2026-10-29
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 245,394
Change-245,394 (-100%)
Value$0 (-$28.4M)
Filed 2026-10-01
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 60,138
Change-60,138 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-21
Belvedere Trading LLC
CLOSED
Shares0 from 8,579
Change-8,579 (-100%)
Value$0 (-$992.5K)
Filed 2026-11-05
Advisortrust Partners, LLC
CLOSED
Shares0 from 6,236
Change-6,236 (-100%)
Value$0 (-$721.4K)
Filed 2026-11-02
Avestar Capital, LLC
CLOSED
Shares0 from 3,583
Change-3,583 (-100%)
Value$0 (-$414.5K)
Filed 2026-10-28
RTD Financial Advisors, Inc.
CLOSED
Shares0 from 3,531
Change-3,531 (-100%)
Value$0 (-$408.5K)
Filed 2026-10-09
BOS Asset Management, LLC
CLOSED
Shares0 from 2,859
Change-2,859 (-100%)
Value$0 (-$330.8K)
Filed 2026-10-09
Luminvest Wealth Management LLC
CLOSED
Shares0 from 2,481
Change-2,481 (-100%)
Value$0 (-$287.0K)
Filed 2026-10-14
Catalyst Investment Management LLC
CLOSED
Shares0 from 2,415
Change-2,415 (-100%)
Value$0 (-$279.4K)
Filed 2026-10-21
D.A. Davidson & Co.
CLOSED
Shares0 from 1,796
Change-1,796 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-28
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,079
Change-1,079 (-100%)
Value$0 (-$124.8K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 913
Change-913 (-100%)
Value$0 (-$100.9K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$21.5K)
Filed 2026-11-02
Hoey Investments, Inc
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 1,793,171
Change-1,793,171 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,529,637
Change-1,529,637 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,517,720
Change-1,517,720 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,028,708
Change-1,028,708 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,000,669
Change-1,000,669 (-100%)
Value—
UBS Group AG
N/A
Shares— from 920,555
Change-920,555 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 863,654
Change-863,654 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 773,443
Change-773,443 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 740,397
Change-740,397 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 700,993
Change-700,993 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 665,407
Change-665,407 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 642,360
Change-642,360 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 602,096
Change-602,096 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 584,941
Change-584,941 (-100%)
Value—
State Street Corp
N/A
Shares— from 553,298
Change-553,298 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 442,813
Change-442,813 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 345,180
Change-345,180 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 337,048
Change-337,048 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 312,942
Change-312,942 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 310,162
Change-310,162 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 300,583
Change-300,583 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 297,985
Change-297,985 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 297,390
Change-297,390 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 287,622
Change-287,622 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 250,403
Change-250,403 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 226,397
Change-226,397 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 197,248
Change-197,248 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 167,739
Change-167,739 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 142,212
Change-142,212 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 141,191
Change-141,191 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 130,011
Change-130,011 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 121,425
Change-121,425 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 118,762
Change-118,762 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 114,546
Change-114,546 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 110,080
Change-110,080 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 109,775
Change-109,775 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 95,827
Change-95,827 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 87,412
Change-87,412 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 79,542
Change-79,542 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 76,151
Change-76,151 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 75,484
Change-75,484 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 74,695
Change-74,695 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 71,545
Change-71,545 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 70,149
Change-70,149 (-100%)
Value—
Obsido Oy
N/A
Shares— from 69,939
Change-69,939 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 68,016
Change-68,016 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 66,840
Change-66,840 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 55,922
Change-55,922 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 51,103
Change-51,103 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 51,042
Change-51,042 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 49,598
Change-49,598 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,623
Change-48,623 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 43,494
Change-43,494 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 41,181
Change-41,181 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 40,866
Change-40,866 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,584
Change-34,584 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 34,509
Change-34,509 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 33,063
Change-33,063 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 32,253
Change-32,253 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 31,281
Change-31,281 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,411
Change-30,411 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 29,606
Change-29,606 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 29,495
Change-29,495 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 28,055
Change-28,055 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 27,197
Change-27,197 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,033
Change-27,033 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 26,786
Change-26,786 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,736
Change-25,736 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,543
Change-25,543 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,386
Change-25,386 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,710
Change-23,710 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 23,309
Change-23,309 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,184
Change-23,184 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 23,160
Change-23,160 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,296
Change-21,296 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 20,654
Change-20,654 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 20,117
Change-20,117 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 19,660
Change-19,660 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 19,232
Change-19,232 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 18,488
Change-18,488 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 17,330
Change-17,330 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 16,029
Change-16,029 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,511
Change-15,511 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 15,334
Change-15,334 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15,171
Change-15,171 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 14,647
Change-14,647 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 14,029
Change-14,029 (-100%)
Value—
Stephens Inc
N/A
Shares— from 13,801
Change-13,801 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,696
Change-13,696 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 13,457
Change-13,457 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,150
Change-13,150 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,922
Change-12,922 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,776
Change-11,776 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,564
Change-11,564 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,661
Change-10,661 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,094
Change-10,094 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
Blair William & Co
N/A
Shares— from 9,062
Change-9,062 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 8,492
Change-8,492 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,809
Change-7,809 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,438
Change-6,438 (-100%)
Value—
&partners
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 5,933
Change-5,933 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,097
Change-2,097 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Heritage Wealth Management, Inc. s
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 977
Change-977 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
S&T Bank
N/A
Shares— from 706
Change-706 (-100%)
Value—
Main Management LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 658
Change-658 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 650
Change-650 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 648
Change-648 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 597
Change-597 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 558
Change-558 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 464
Change-464 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 401
Change-401 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 385
Change-385 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 382
Change-382 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Quarry LP
N/A
Shares— from 340
Change-340 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
EFG International AG
N/A
Shares— from 235
Change-235 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 203
Change-203 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 126
Change-126 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Motco
N/A
Shares— from 29
Change-29 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 5
Change-5 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Mather Group, Llc.
INCREASED6,372,5096,163,820+208,689+3%$713.1M$738.0M+$24.9M2026-10-14
Garde Capital, Inc.
DECREASED620,256621,511-1,2550%$71.9M$71.8M-$70.8K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED619,209635,287-16,078-3%$73.5M$71.7M-$1.8M2026-10-20
Assetmark, Inc
INCREASED595,815519,425+76,390+15%$60.1M$69.0M+$8.9M2026-10-21
Willis Johnson Wealth, Inc.
INCREASED576,632574,694+1,938+0%$66.5M$66.8M+$293.4K2026-11-03
WestEnd Advisors, LLC
INCREASED548,879521,280+27,599+5%$60.3M$63.6M+$3.3M2026-10-27
Greenwood Gearhart LLC
INCREASED329,346287,920+41,426+14%$33.3M$38.1M+$4.8M2026-11-02
Angeles Investment Advisors, LLC
INCREASED302,785685+302,100+44102%$79.2K$35.1M+$35.0M2026-10-22
Presilium Private Wealth, LLC
INCREASED292,690274,048+18,642+7%$31.7M$33.9M+$2.2M2026-10-26
Tanager Wealth Management LLP
INCREASED279,776263,678+16,098+6%$30.5M$32.4M+$1.9M2026-10-19
Truist Financial Corp
DECREASED279,161296,456-17,295-6%$34.3M$32.3M-$2.0M2026-10-30
Creative Planning
INCREASED212,504209,476+3,028+1%$24.2M$24.6M+$375.8K2026-11-02
Silphium Asset Management Ltd
UNCHANGED202,700202,70000%$23.5M$23.5M+$24.3K2026-10-27
Addis & Hill, Inc
UNCHANGED195,404195,40400%$22.6M$22.6M$02026-10-19
Moller Wealth Partners
INCREASED132,258127,817+4,441+3%$14.8M$15.3M+$529.7K2026-10-15
WealthBridge Investment Counsel Inc.
INCREASED128,085127,975+110+0%$14.8K$14.8K+$292026-10-13
Blue Trust, Inc.
DECREASED113,731125,233-11,502-9%$14.5M$13.2M-$1.3M2026-10-15
Legacy CG, LLC
INCREASED110,00675,193+34,813+46%$8.7M$12.7M+$4.0M2026-10-30
Ameraudi Asset Management, Inc.
INCREASED106,323103,661+2,662+3%$12.0M$12.3M+$320.7K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED104,44696,777+7,669+8%$11.2M$12.1M+$899.9K2026-11-02
Discipline Wealth Solutions, LLC
DECREASED103,571104,546-975-1%$12.1M$12.0M-$100.3K2026-10-14
Confluence Investment Management LLC
INCREASED98,06960,466+37,603+62%$7.0M$11.4M+$4.4M2026-10-01
AGF Management LTD
DECREASED97,553106,670-9,117-9%$12.3M$11.3M-$1.0M2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED94,00094,00000%$10.9M$10.9M+$11.3K2026-10-20
Sarasin & Partners LLP
DECREASED82,48582,887-4020%$9.6M$9.6M-$36.6K2026-10-13
Integris Wealth Management, LLC
INCREASED81,23078,510+2,720+3%$9.1M$9.4M+$324.5K2026-10-14
Allspring Global Investments Holdings, LLC
DECREASED81,22185,921-4,700-5%$9.9M$9.4M-$496.6K2026-11-04
Zeit Capital LLC
DECREASED80,81382,926-2,113-3%$9.6M$9.4M-$234.8K2026-10-19
TD Waterhouse Canada Inc.
INCREASED76,46374,410+2,053+3%$8.4M$8.8M+$390.2K2026-10-16
Capital Investment Counsel, LLC
DECREASED74,60475,285-681-1%$8.7M$8.6M-$69.8K2026-10-14
Access Investment Management LLC
INCREASED74,05472,801+1,253+2%$8.4M$8.6M+$153.9K2026-10-23
Global Wealth Strategies & Associates
INCREASED71,14867,881+3,267+5%$7.9M$8.2M+$386.5K2026-10-02
TBH Global Asset Management, LLC
INCREASED63,68718,540+45,147+244%$2.1M$5.6M+$3.4M2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED56,09554,636+1,459+3%$6.3M$6.5M+$175.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED51,79150,086+1,705+3%$5.8M$6.0K-$5.8M2026-11-02
Meridian Wealth Management, LLC
INCREASED45,21344,756+457+1%$5.2M$5.2M+$58.2K2026-11-05
Madson Wealth Advisors Inc
INCREASED44,72242,807+1,915+4%$5.0M$5.2M+$226.9K2026-10-13
First Bank & Trust
UNCHANGED43,46543,46500%$5.0M$5.0M+$5.2K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED43,33245,120-1,788-4%$5.2M$5.0M-$201.7K2026-10-13
Oliver Luxxe Assets LLC
DECREASED41,86765,109-23,242-36%$7.5M$4.8M-$2.7M2026-10-14
TD Private Client Wealth LLC
INCREASED38,39632,083+6,313+20%$3.7M$4.4M+$735.0K2026-10-28
Park Avenue Securities LLC
INCREASED38,2483,368+34,880+1036%$390.0K$4.4K-$385.6K2026-10-26
Cooksen Wealth, LLC
INCREASED37,75336,592+1,161+3%$4.2M$4.4M+$122.2K2026-10-13
Segment Wealth Management, LLC
DECREASED33,98334,070-870%$3.9M$3.9M-$6.0K2026-10-26
HB Wealth Management, LLC
INCREASED32,61932,206+413+1%$3.7M$3.8M+$51.7K2026-10-23
Parthenon LLC
DECREASED30,93731,229-292-1%$3.6M$3.6M-$30.1K2026-10-22
Evanson Financial, LLC
DECREASED28,71029,360-650-2%$3.4M$3.3M-$71.8K2026-10-23
Ledyard National Bank
DECREASED27,63028,347-717-3%$3.3M$3.2M-$79.6K2026-10-21
Family Wealth Partners, LLC
DECREASED24,05724,358-301-1%$2.8M$2.8M-$32.0K2026-10-20
Liberty Capital Management, Inc.
INCREASED24,04523,886+159+1%$2.8M$2.8M+$21.3K2026-11-02
Montecito Bank & Trust
INCREASED23,13423,049+85+0%$2.7M$2.7M+$12.6K2026-10-01
Fifth Third Bancorp
DECREASED22,26023,515-1,255-5%$2.7M$2.6M-$142.4K2026-11-05
Davenport & Co LLC
INCREASED21,91521,887+28+0%$2.5M$2.5M+$5.9K2026-10-14
Aspire Private Capital, LLC
NEW21,632—+21,632——$2.5M—2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED21,57421,57400%$2.5M$2.5M+$2.6K2026-10-14
Wedmont Private Capital
UNCHANGED21,47021,47000%$2.4M$2.5M+$16.7K2026-10-09
Landmark Wealth Management, Inc.
NEW21,127—+21,127——$2.4M—2026-11-04
Versant Capital Management, Inc
UNCHANGED20,31620,31600%$2.4M$2.4M+$2.4K2026-10-02
Mission Wealth Management, LP
INCREASED20,08520,024+61+0%$2.3M$2.3M+$9.5K2026-10-15
MGO One Seven LLC
DECREASED20,03420,404-370-2%$2.4M$2.3M-$40.4K2026-10-28
Vaquero Private Wealth, LTD
UNCHANGED20,00020,00000%$2.3M$2.3M+$2.4K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED19,90714,597+5,310+36%$1.7M$2.3M+$619.7K2026-10-13
Integrated Advisors Network LLC
INCREASED19,40218,672+730+4%$2.2M$2.2M+$86.8K2026-10-20
Signal Advisors Wealth, LLC
NEW19,227—+19,227——$2.2M—2026-10-13
Rockingstone Advisors LLC
DECREASED19,14019,185-450%$2.2M$2.2M-$2.9K2026-10-16
Rebalance, LLC
UNCHANGED18,85918,85900%$2.2M$2.2M+$2.3K2026-10-22
Global Financial Private Client, LLC
INCREASED18,76616,957+1,809+11%$2.0M$2.2M+$211.5K2026-10-15
McHugh Group, LLC
INCREASED18,71714,240+4,477+31%$1.6M$2.2M+$520.2K2026-10-19
BigSur Wealth Management LLC
UNCHANGED18,00018,00000%$2.1M$2.1M+$2.2K2026-10-13
Commonwealth Equity Services, LLC
INCREASED17,31016,313+997+6%$1.9M$2.0M+$117.4K2026-11-02
Raleigh Capital Management Inc.
NEW15,139—+15,139——$1.8M—2026-10-28
Vontobel Holding Ltd.
DECREASED13,85514,416-561-4%$1.7M$1.6M-$63.2K2026-10-16
Atria Investments, Inc
INCREASED13,77313,302+471+4%$1.5M$1.6M+$56.1K2026-10-15
Blueprint Financial Advisors LLC
NEW12,651—+12,651——$1.5M—2026-10-28
Brandywine OAK Private Wealth LLC
UNCHANGED12,53512,53500%$1.5M$1.5M+$1.5K2026-10-23
Apollon Wealth Management, LLC
DECREASED12,21113,329-1,118-8%$1.5M$1.4M-$127.9K2026-10-23
Fiduciary Financial Group, LLC
INCREASED12,15112,080+71+1%$1.4M$1.4M+$9.7K2026-10-13
Eagle Harbor Asset Management Inc
UNCHANGED10,98910,98900%$1.3M$1.3M+$1.3K2026-10-21
Kestra Advisory Services, LLC
INCREASED10,9459,342+1,603+17%$1.1M$1.3M+$186.8K2026-11-02
Canandaigua National Bank & Trust Co
DECREASED10,57410,893-319-3%$1.3M$1.2M-$35.6K2026-10-07
Amplius Wealth Advisors, LLC
INCREASED10,2657,530+2,735+36%$871.1K$1.2M+$317.6K2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED10,1959,000+1,195+13%$1.0M$1.2M+$139.9K2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED9,86410,291-427-4%$1.2M$1.1M-$48.1K2026-11-03
Sharper & Granite LLC
INCREASED9,6039,233+370+4%$1.1M$938.5K-$129.7K2026-11-02
Moulton Wealth Management, Inc
DECREASED9,0669,121-55-1%$1.0M$1.1M+$19.2K2026-10-13
Grandfield & Dodd, LLC
UNCHANGED8,3408,34000%$964.9K$965.9K+$1.0K2026-10-29
GFS Advisors, LLC
DECREASED8,1848,274-90-1%$957.2K$948.0K-$9.2K2026-11-03
Verdence Capital Advisors LLC
DECREASED8,0968,540-444-5%$988.0K$937.6K-$50.4K2026-10-26
Choreo, LLC
DECREASED8,0898,159-70-1%$943.9K$936.8K-$7.1K2026-10-28
Citigroup Inc
INCREASED8,0071,836+6,171+336%$212.4K$927.3K+$714.9K2026-11-04
Viewpoint Investment Partners Corp
INCREASED7,9717,771+200+3%$896.9K$920.9K+$24.0K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED7,6966,985+711+10%$808.2K$891.2K+$83.1K2026-10-16
Patriot Investment Management Group, Inc.
UNCHANGED7,6527,65200%$885.2K$886.2K+$9182026-10-15
Sincerus Advisory, LLC
UNCHANGED7,5947,59400%$878.6K$879.5K+$9112026-10-09
Yoffe Investment Management, LLC
UNCHANGED7,0087,00800%$810.7K$811.6K+$8412026-11-02
Bank of New York Mellon Corp
INCREASED6,8595,892+967+16%$681.7K$794.4K+$112.7K2026-11-05
Compound Planning, Inc.
DECREASED6,8226,828-60%$789.9K$790.0K+$1252026-11-05
Maseco LLP
UNCHANGED6,4286,42800%$743.6K$744.5K+$9322026-10-27
Legacy Wealth Partners, LLC
NEW6,150—+6,150——$712.2K—2026-10-15
Evolution Wealth Advisors, LLC
UNCHANGED5,8975,89700%$682.2K$682.9K+$7082026-11-03
White Lighthouse Investment Management Inc.
UNCHANGED5,8695,86900%$678.9K$679.6K+$7052026-10-21
Visionary Wealth Advisors
INCREASED5,7913,418+2,373+69%$395.4K$670.7K+$275.2K2026-11-04
International Private Wealth Advisors LLC
NEW5,754—+5,754——$666.4K—2026-11-05
Portland Financial Advisors Inc
UNCHANGED5,6555,65500%$654.2K$654.9K+$6792026-10-26
Private Trust Co NA
DECREASED5,5986,528-930-14%$755.2K$648.3K-$106.9K2026-10-20
Salem Investment Counselors Inc
INCREASED5,5675,565+2+0%$643.8K$644.7K+$9002026-10-13
Advisory Resource Group
DECREASED5,4168,144-2,728-33%$942.2K$627.2K-$315.0K2026-10-26
Lido Advisors, LLC
INCREASED5,3343,301+2,033+62%$381.9K$617.8K+$235.9K2026-11-04
Destiny Wealth Partners, LLC
NEW5,037—+5,037——$546.1K—2026-11-05
Lockerman Financial Group, Inc.
NEW4,975—+4,975——$576.2K—2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED4,9264,92600%$569.9K$570.5K+$5912026-10-15
Balefire, LLC
NEW4,664—+4,664——$540.1K—2026-10-09
Vise Technologies, Inc.
DECREASED4,4924,573-81-2%$529.1K$520.2K-$8.8K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED4,1694,137+32+1%$478.6K$482.8K+$4.2K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
DECREASED4,0134,530-517-11%$519.0K$459-$518.5K2026-11-02
Ascent Group, LLC
NEW3,994—+3,994——$462.5K—2026-10-30
Focus Financial Network, Inc.
DECREASED3,9613,975-140%$459.9K$458.7K-$1.1K2026-10-14
Brighton Jones LLC
INCREASED3,8503,203+647+20%$370.5K$445.8K+$75.3K2026-11-03
Southland Equity Partners LLC
INCREASED3,7853,639+146+4%$421.0K$438.3K+$17.3K2026-10-14
Aaron Wealth Advisors LLC
UNCHANGED3,7433,74300%$433.0K$433.5K+$4492026-10-13
StoneX Group Inc.
NEW3,734—+3,734——$431.8K—2026-11-03
F&V Capital Management, LLC
UNCHANGED3,6303,63000%$420.0K$420-$419.6K2026-10-19
M Holdings Securities, Inc.
NEW3,604—+3,604——$417—2026-11-03
Pictet North America Advisors SA
NEW3,380—+3,380——$391.4K—2026-10-21
Kestra Private Wealth Services, LLC
DECREASED3,3563,451-95-3%$399.3K$388.7K-$10.6K2026-10-30
Spire Wealth Management
DECREASED3,3453,415-70-2%$395.1K$387.4K-$7.7K2026-10-30
BlueSky Wealth Advisors, LLC
UNCHANGED3,3433,34300%$386.8K$387.2K+$4012026-10-29
Richardson Financial Services Inc.
NEW3,328—+3,328——$385.4K—2026-10-30
GC Wealth Management RIA, LLC
INCREASED3,3133,178+135+4%$367.7K$383.7K+$16.0K2026-11-02
Ascentis Independent Advisors
INCREASED3,271200+3,071+1536%$23.1K$378.9K+$355.7K2026-11-03
Harrell Investment Partners, LLC
DECREASED3,1693,315-146-4%$383.5K$367.0K-$16.5K2026-10-15
Chesley Taft & Associates LLC
UNCHANGED3,1643,16400%$366.0K$366.4K+$3802026-10-13
Axxcess Wealth Management, LLC
NEW3,065—+3,065——$355.0K—2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED3,0202,667+353+13%$308.5K$349.7K+$41.2K2026-10-23
Navigation Wealth Management, Inc.
INCREASED2,9162,821+95+3%$326.4K$332.2K+$5.8K2026-11-03
Financial Consulate, Inc
UNCHANGED2,8572,85700%$330.5K$330.9K+$3432026-10-23
Apella Capital, LLC
DECREASED2,8203,167-347-11%$355.6K$328.2K-$27.4K2026-10-08
Insight Advisors, LLC/ PA
DECREASED2,7832,797-140%$323.6K$322.3K-$1.3K2026-10-22
Prospera Financial Services Inc
DECREASED2,6954,475-1,780-40%$517.7K$293.0K-$224.7K2026-11-04
Aspiriant, LLC
UNCHANGED2,6112,61100%$302.1K$302.4K+$3142026-10-16
Prospera Capital Management, LLC
NEW2,540—+2,540——$294.1K—2026-10-19
Signaturefd, LLC
INCREASED2,4931,765+728+41%$204.2K$288.7K+$84.5K2026-10-23
ZWJ Investment Counsel Inc
DECREASED2,4832,883-400-14%$333.5K$287.6K-$46.0K2026-10-15
Atticus Wealth Management, LLC
DECREASED2,4762,520-44-2%$291.5K$286.7K-$4.8K2026-10-20
Outlook Wealth Advisors, LLC
NEW2,460—+2,460——$284.9K—2026-10-28
Junk Investment Group, LLC
INCREASED2,3642,080+284+14%$240.6K$273.7K+$33.1K2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED2,3371,770+567+32%$204.8K$270.6K+$65.9K2026-11-05
Kaizen Financial Strategies
DECREASED2,2953,195-900-28%$361.2K$265.8K-$95.4K2026-10-09
SBI Securities Co., Ltd.
DECREASED2,2792,342-63-3%$270.9K$263.9K-$7.0K2026-10-22
Smart Wealth LLC
NEW2,272—+2,272——$263.1K—2026-11-04
Farther Finance Advisors, LLC
INCREASED2,269820+1,449+177%$94.8K$262.7K+$167.9K2026-10-08
Simplicity Wealth,LLC
DECREASED2,2312,317-86-4%$268.1K$258.4K-$9.7K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED2,2302,604-374-14%$301.3K$258.3K-$43.0K2026-10-22
Quantum Financial Advisors, LLC
DECREASED2,1842,290-106-5%$264.9K$252.9K-$12.0K2026-11-03
First Citizens Bank & Trust Co
NEW2,035—+2,035——$235.7K—2026-10-14
WealthPoint Financial, LLC
NEW2,009—+2,009——$232.7K—2026-11-03
Keybank National Association
UNCHANGED1,9991,99900%$231.3K$231.5K+$2402026-11-04
Plancorp, LLC
NEW1,981—+1,981——$215.3K—2026-11-03
Daymark Wealth Partners, LLC
UNCHANGED1,9571,95700%$226.3K$226.6K+$2352026-11-04
MKT Advisors LLC
UNCHANGED1,9531,95300%$219.3K$223.7K+$4.4K2026-10-20
JBR Co Financial Management Inc
UNCHANGED1,9501,95000%$225.6K$220.4K-$5.2K2026-10-13
Aegis Wealth Management, Inc.
NEW1,915—+1,915——$221.8K—2026-10-26
MCF Advisors LLC
UNCHANGED1,9101,91000%$221.0K$221.2K+$2302026-10-28
Symmetry Partners, LLC
NEW1,886—+1,886——$218.4K—2026-10-27
United Advisor Group, LLC
INCREASED1,8711,753+118+7%$202.8K$216.7K+$13.9K2026-11-03
Newton One Investments LLC
DECREASED1,8511,903-52-3%$220.2K$214.4K-$5.8K2026-10-14
Boston Trust Walden Corp
UNCHANGED1,8501,85000%$214.0K$214.2K+$2232026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED1,7911,79100%$207.2K$207.4K+$2142026-11-02
Csenge Advisory Group
NEW1,747—+1,747——$202.3K—2026-11-04
Secure Asset Management, LLC
NEW1,732—+1,732——$200.6K—2026-10-19
Cullen T Bankers, Inc.
DECREASED1,7171,735-18-1%$200.7K$198.8K-$1.9K2026-10-28
Parallel Advisors, LLC
INCREASED1,7031,702+1+0%$197.0K$197.2K+$2042026-11-03
Key FInancial Inc
UNCHANGED1,6991,69900%$196.6K$196.8K+$2042026-11-02
Piscataqua Savings Bank
UNCHANGED1,4481,44800%$167.5K$167.7K+$1732026-10-21
Quaker Wealth Management, LLC
UNCHANGED1,4051,40500%$162.5K$162.7K+$1682026-10-22
Breakwater Investment Management
DECREASED1,3221,690-368-22%$195.5K$153.1K-$42.4K2026-10-20
Portfolio Resources Advisor Group, Inc.
INCREASED1,3101,211+99+8%$140.1K$151.7K+$11.6K2026-10-20
Balance Wealth Partners LLC
NEW1,278—+1,278——$148.1K—2026-10-27
Central Trust Co
UNCHANGED1,2501,25000%$144.6K$144.8K+$1502026-11-05
Root Financial Partners, LLC
NEW1,124—+1,124——$130.2K—2026-10-21
Phillips Financial Management, LLC
UNCHANGED1,0751,07500%$124.4K$124.5K+$1292026-10-19
Jacobi Capital Management LLC
NEW1,014—+1,014——$117.5K—2026-11-05
Creative Financial Designs Inc
INCREASED1,01165+946+1455%$7.5K$117.1K+$109.6K2026-11-04
Northstar Asset Management Co
DECREASED1,0001,106-106-10%$120.2K$110.7K-$9.5K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED996326+670+206%$37.7K$115.3K+$77.6K2026-10-30
Ashton Thomas Securities, LLC
INCREASED967921+46+5%$106.6K$112.0K+$5.4K2026-10-26
Simplex Trading, LLC
NEW787—+787——$91.1K—2026-11-04
Rossby Financial, LCC
INCREASED771563+208+37%$65.1K$89.3K+$24.2K2026-11-05
Downshift Financial, LLC
UNCHANGED74974900%$86.7K$86.7K+$902026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED67567500%$78.1K$73.4K-$4.7K2026-10-29
Evermay Wealth Management LLC
UNCHANGED60060000%$69.4K$69.5K+$722026-11-05
Armstrong Advisory Group, Inc
INCREASED585168+417+248%$19.4K$67.7K+$48.3K2026-10-09
US Bancorp \de\
UNCHANGED55155100%$63.7K$63.8K+$662026-11-05
First Pacific Financial
UNCHANGED52552500%$60.7K$60.8K+$632026-10-14
Farmers & Merchants Investments Inc
UNCHANGED48648600%$56.2K$56.3K+$592026-10-22
Security National Bank
NEW450—+450——$52.1K—2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED44844800%$51.8K$51.9K+$542026-11-04
CoreCap Advisors, LLC
DECREASED389391-2-1%$45.2K$45.1K-$1852026-10-08
Latitude Advisors, LLC
NEW361—+361——$41.9K—2026-10-27
IFP Advisors, Inc
INCREASED347318+29+9%$36.8K$40.2K+$3.4K2026-10-16
Oakworth Capital, Inc.
NEW315—+315——$36.5K—2026-10-26
Asset Dedication, LLC
UNCHANGED31131100%$36.0K$36.0K+$372026-11-03
Dorato Capital Management
UNCHANGED30530500%$34.7K$35.5K+$7962026-10-08
Princeton Global Asset Management LLC
DECREASED282294-12-4%$34.0K$32.6K-$1.4K2026-10-21
Birch Financial Group, LLC
NEW246—+246——$28.5K—2026-10-27
Gables Capital Management Inc.
UNCHANGED24524500%$28.3K$28.4K+$292026-11-04
Horizons Wealth Management
NEW244—+244——$28.3K—2026-10-05
Balentine LLC
UNCHANGED24024000%$27.8K$27.8K+$282026-11-03
Trust Co of Vermont
DECREASED234384-150-39%$44.4K$27.1K-$17.3K2026-10-21
Olistico Wealth, LLC
NEW215—+215——$24.9K—2026-10-05
City State Bank
UNCHANGED20020000%$23.1K$23.2K+$242026-10-20
Angeles Wealth Management, LLC
UNCHANGED17717700%$20.4K$20.5K+$222026-10-26
Sage Mountain Advisors LLC
UNCHANGED14914900%$17.2K$17.3K+$182026-11-02
Triumph Capital Management
INCREASED133132+1+1%$15.3K$15.4K+$1322026-10-14
Bell Investment Advisors, Inc
UNCHANGED11411400%$13.2K$13.2K+$142026-10-29
Avion Wealth
UNCHANGED959500%$10$11+$12026-11-04
Covestor Ltd
NEW93—+93——$11—2026-10-30
Gladwyn Financial Advisors, Inc.
DECREASED81118-37-31%$13.6K$9.4K-$4.2K2026-10-05
True Wealth Design, LLC
UNCHANGED808000%$9.3K$9.3K+$92026-10-13
Pioneer Family Office, LLC
INCREASED7462+12+19%$7.2K$8.5K+$1.3K2026-10-30
AlphaCore Capital LLC
INCREASED6450+14+28%$5.8K$7.4K+$1.6K2026-11-04
NBH Bank
UNCHANGED616100%$7.1K$7.1K+$72026-11-05
Wolff Wiese Magana LLC
UNCHANGED595900%$6.8K$6.8K+$72026-10-15
DeDora Capital, Inc.
NEW58—+58——$6.7K—2026-10-26
Cape Investment Advisory, Inc.
NEW51—+51——$5.9K—2026-10-13
Buck Wealth Strategies, LLC
NEW51—+51——$5.9K—2026-10-28
Tsfg, LLC
UNCHANGED494900%$6$6$02026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED484800%$5.6K$5.6K+$62026-11-03
Hager Investment Management Services, LLC
UNCHANGED474700%$5.4K$5.4K+$62026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED469+37+411%$1.0K$5.3K+$4.3K2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED434300%$5.0K$5.0K+$52026-10-30
Abound Wealth Management
UNCHANGED373700%$4.3K$4.3K+$42026-10-26
Key Capital Management, Inc
NEW32—+32——$3.7K—2026-11-03
Morling Financial Advisors, LLC
UNCHANGED252500%$2.9K$2.9K+$32026-10-28
Birchbrook, Inc.
UNCHANGED171700%$2.0K$2.0K+$22026-10-14
First Command Advisory Services, Inc.
NEW13—+13——$1.5K—2026-11-05
Central Pacific Bank - Trust Division
INCREASED137+6+86%$810$1.5K+$6962026-10-06
Brown, Lisle Ings, Inc.
NEW10—+10——$1.2K—2026-10-16
Compass Financial Management LLC
UNCHANGED101000%$1.2K$1.2K+$12026-10-30
Lanark Financial, Inc.
UNCHANGED9900%$1.0K$1.0K+$12026-10-26
Networth Advisors, LLC
NEW3—+3——$347—2026-11-03
Prairie Wealth Advisors, Inc.
NEW0—0——$212.4K—2026-10-29
Stonebridge Financial Group, LLC
CLOSED0245,394-245,394-100%$28.4M$0-$28.4M2026-10-01
Ocean Park Asset Management, LLC
CLOSED060,138-60,138-100%$7.0M$0-$7.0M2026-10-21
Belvedere Trading LLC
CLOSED08,579-8,579-100%$992.5K$0-$992.5K2026-11-05
Advisortrust Partners, LLC
CLOSED06,236-6,236-100%$721.4K$0-$721.4K2026-11-02
Avestar Capital, LLC
CLOSED03,583-3,583-100%$414.5K$0-$414.5K2026-10-28
RTD Financial Advisors, Inc.
CLOSED03,531-3,531-100%$408.5K$0-$408.5K2026-10-09
BOS Asset Management, LLC
CLOSED02,859-2,859-100%$330.8K$0-$330.8K2026-10-09
Luminvest Wealth Management LLC
CLOSED02,481-2,481-100%$287.0K$0-$287.0K2026-10-14
Catalyst Investment Management LLC
CLOSED02,415-2,415-100%$279.4K$0-$279.4K2026-10-21
D.A. Davidson & Co.
CLOSED01,796-1,796-100%$207.8K$0-$207.8K2026-10-28
Provident Wealth Management, LLC
CLOSED01,079-1,079-100%$124.8K$0-$124.8K2026-10-20
Cornerstone Planning Group LLC
CLOSED0913-913-100%$100.9K$0-$100.9K2026-10-16
International Assets Investment Management, LLC
CLOSED0190-190-100%$21.5K$0-$21.5K2026-11-02
Hoey Investments, Inc
CLOSED021-21-100%$2.4K$0-$2.4K2026-10-29
Hazlett, Burt & Watson, Inc.
CLOSED015-15-100%$2$0-$22026-11-04
Morgan Stanley
N/A—1,793,171-1,793,171-100%$207.5M———
Elm Partners Management LLC
N/A—1,529,637-1,529,637-100%$177.0M———
Charles Schwab Investment Management Inc
N/A—1,517,720-1,517,720-100%$175.6M———
Bank of America Corp
N/A—1,028,708-1,028,708-100%$119.0M———
HighTower Advisors, LLC
N/A—1,000,669-1,000,669-100%$115.8M———
UBS Group AG
N/A—920,555-920,555-100%$106.5M———
GenTrust, LLC
N/A—863,654-863,654-100%$99.9M———
Janney Montgomery Scott LLC
N/A—773,443-773,443-100%$89.5M———
Lincoln National Corp
N/A—740,397-740,397-100%$85.7M———
Haverford Trust Co
N/A—700,993-700,993-100%$81.1M———
Envestnet Asset Management Inc
N/A—665,407-665,407-100%$77.0M———
Wells Fargo & Company
N/A—642,360-642,360-100%$74.3M———
Raymond James Financial Inc
N/A—602,096-602,096-100%$69.7M———
Smithfield Trust Co
N/A—584,941-584,941-100%$67.7M———
State Street Corp
N/A—553,298-553,298-100%$64.0M———
Cerity Partners LLC
N/A—442,813-442,813-100%$51.2M———
Royal Bank of Canada
N/A—345,180-345,180-100%$39.9M———
Karpus Management, Inc.
N/A—337,048-337,048-100%$39.0M———
JPMorgan Chase & Co
N/A—312,942-312,942-100%$36.0M———
Schroder Investment Management Group
N/A—310,162-310,162-100%$35.9M———
Stifel Financial Corp
N/A—300,583-300,583-100%$34.8M———
Ballentine Partners, LLC
N/A—297,985-297,985-100%$34.5M———
Northwestern Mutual Wealth Management Co
N/A—297,390-297,390-100%$34.4M———
LPL Financial LLC
N/A—287,622-287,622-100%$33.3M———
Greenline Partners, LLC
N/A—250,403-250,403-100%$29.0M———
Rathbones Group PLC
N/A—226,397-226,397-100%$26.2M———
Victory Capital Management Inc
N/A—197,248-197,248-100%$22.8M———
Main Management ETF Advisors, LLC
N/A—167,739-167,739-100%$19.4M———
Blue Edge Capital, LLC
N/A—142,212-142,212-100%$16.5M———
Benjamin Edwards Inc
N/A—141,191-141,191-100%$16.3M———
Goldman Sachs Group Inc
N/A—130,011-130,011-100%$15.0M———
Arax Advisory Partners
N/A—121,425-121,425-100%$14.0M———
PNC Financial Services Group, Inc.
N/A—118,762-118,762-100%$13.7M———
Chicago Wealth Management, Inc.
N/A—114,546-114,546-100%$13.3M———
Atlas Capital Advisors Inc.
N/A—110,080-110,080-100%$12.7M———
CIBC World Market Inc.
N/A—109,775-109,775-100%$12.7M———
Rockefeller Capital Management L.P.
N/A—95,827-95,827-100%$11.1M———
Private Wealth Advisors, LLC
N/A—87,412-87,412-100%$10.1M———
Q3 Asset Management
N/A—79,542-79,542-100%$7.5K———
1 North Wealth Services LLC
N/A—76,151-76,151-100%$8.8M———
Centaurus Financial, Inc.
N/A—75,484-75,484-100%$8.7M———
First Manhattan Co. Llc.
N/A—74,695-74,695-100%$8.6M———
Harbour Investments, Inc.
N/A—71,545-71,545-100%$8.3M———
Regency Capital Management Inc.\DE
N/A—70,149-70,149-100%$8.1M———
Obsido Oy
N/A—69,939-69,939-100%$8.1M———
Edmond de Rothschild Holding S.A.
N/A—68,016-68,016-100%$7.9M———
NewEdge Advisors, LLC
N/A—66,840-66,840-100%$7.7M———
BHK Investment Advisors, LLC
N/A—55,922-55,922-100%$6.5M———
Regatta Research & Money Management
N/A—51,103-51,103-100%$5.9M———
Jacobs Equity LLC
N/A—51,042-51,042-100%$5.9M———
MorganRosel Wealth Management, LLC
N/A—49,598-49,598-100%$5.7M———
Osaic Holdings, Inc.
N/A—48,623-48,623-100%$5.6M———
JPL Wealth Management, LLC
N/A—43,494-43,494-100%$5.0M———
Cardiff Park Advisors, LLC
N/A—41,181-41,181-100%$4.8M———
Roberts Glore & Co Inc
N/A—40,866-40,866-100%$4.7M———
Cetera Investment Advisers
N/A—34,584-34,584-100%$4.0M———
Partners Capital Investment Group, LLP
N/A—34,509-34,509-100%$4.0M———
Forum Finance Group S.A.
N/A—33,063-33,063-100%$3.1K———
Vanguard Advisers Inc
N/A—32,253-32,253-100%$3.7M———
Resolute Advisors LLC
N/A—31,281-31,281-100%$3.6M———
FMR LLC
N/A—30,411-30,411-100%$3.5M———
Caprock Group, LLC
N/A—29,606-29,606-100%$3.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—29,495-29,495-100%$3.4M———
First Trust Advisors LP
N/A—28,055-28,055-100%$3.2M———
Focus Partners Advisor Solutions, LLC
N/A—27,197-27,197-100%$3.1M———
Sanctuary Advisors, LLC
N/A—27,033-27,033-100%$3.1M———
Sierra Capital LLC
N/A—26,786-26,786-100%$3.1M———
Susquehanna International Group, LLP
N/A—25,736-25,736-100%$3.0M———
MML Investors Services, LLC
N/A—25,543-25,543-100%$3.0M———
Mariner, LLC
N/A—25,386-25,386-100%$2.9M———
Mercer Global Advisors Inc
N/A—23,710-23,710-100%$2.7M———
Modern Wealth Management, LLC
N/A—23,309-23,309-100%$2.7M———
Focus Partners Wealth
N/A—23,184-23,184-100%$2.7M———
Tidal Investments LLC
N/A—23,160-23,160-100%$2.7M———
Marex Group Ltd
N/A—22,800-22,800-100%$2.6M———
United Capital Financial Advisors, LLC
N/A—21,296-21,296-100%$2.5M———
Coastal Bridge Advisors, LLC
N/A—20,654-20,654-100%$2.4M———
Pinney & Scofield, Inc.
N/A—20,117-20,117-100%$2.3M———
AQR Capital Management LLC
N/A—19,660-19,660-100%$2.3M———
Banco Santander, S.A.
N/A—19,232-19,232-100%$2.2M———
BlackRock, Inc.
N/A—18,488-18,488-100%$2.1M———
Nomura Asset Management Co LTD
N/A—17,330-17,330-100%$2.0M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—16,029-16,029-100%$3.5M———
Cary Street Partners Financial LLC
N/A—15,511-15,511-100%$1.8M———
Ameriprise Financial Inc
N/A—15,334-15,334-100%$1.8M———
Fiduciary Financial Advisors
N/A—15,171-15,171-100%$1.8M———
Addison Advisors LLC
N/A—14,647-14,647-100%$1.7M———
Generation Capital Management LLC
N/A—14,029-14,029-100%$1.6M———
Stephens Inc
N/A—13,801-13,801-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—13,696-13,696-100%$1.6M———
BTC Capital Management, Inc.
N/A—13,457-13,457-100%$1.6M———
National Bank of Canada
N/A—13,275-13,275-100%$1.5M———
Dakota Wealth Management
N/A—13,150-13,150-100%$1.5M———
Rehmann Capital Advisory Group
N/A—12,922-12,922-100%$1.5M———
Quantinno Capital Management LP
N/A—12,498-12,498-100%$1.4M———
Wealthfront Advisers LLC
N/A—11,776-11,776-100%$1.4M———
Vident Advisory, LLC
N/A—11,564-11,564-100%$1.3M———
Level Four Advisory Services, LLC
N/A—11,140-11,140-100%$1.3M———
Johnson Investment Counsel Inc
N/A—10,901-10,901-100%$1.3M———
Citadel Advisors LLC
N/A—10,661-10,661-100%$1.2M———
Legacy PCG, LLC
N/A—10,402-10,402-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—10,094-10,094-100%$1.2M———
RiverGlades Family Offices LLC
N/A—9,980-9,980-100%$1.2M———
Itau Unibanco Holding S.A.
N/A—9,329-9,329-100%$1.1M———
Captrust Financial Advisors
N/A—9,155-9,155-100%$1.1M———
Blair William & Co
N/A—9,062-9,062-100%$1.0M———
Jones Financial Companies Lllp
N/A—8,616-8,616-100%$991.2K———
W1m Asset Management Ltd
N/A—8,492-8,492-100%$982.3K———
UBS Asset Management Americas LLC
N/A—7,906-7,906-100%$914.6K———
Advisory Services Network, LLC
N/A—7,809-7,809-100%$903.4K———
Savant Capital, LLC
N/A—7,505-7,505-100%$801.8K———
BFC Planning, Inc.
N/A—7,419-7,419-100%$858.3K———
Berkshire Asset Management LLC
N/A—7,355-7,355-100%$850.9K———
NewEdge Wealth, LLC
N/A—7,167-7,167-100%$829.2K———
EP Wealth Advisors, LLC
N/A—6,728-6,728-100%$778.4K———
Brown Advisory Inc
N/A—6,655-6,655-100%$770.0K———
Cary Street Partners Investment Advisory LLC
N/A—6,438-6,438-100%$744.8K———
&partners
N/A—6,187-6,187-100%$715.7K———
Institute for Wealth Management, Llc.
N/A—5,933-5,933-100%$686.4K———
Northern Trust Corp
N/A—5,872-5,872-100%$679.3K———
Franklin Resources Inc
N/A—5,664-5,664-100%$655.3K———
Pathstone Holdings, LLC
N/A—5,517-5,517-100%$638.3K———
Waverly Advisors, LLC
N/A—5,342-5,342-100%$618.0K———
Unconventional Investor, LLC
N/A—5,335-5,335-100%$617.2K———
Bragg Financial Advisors, Inc
N/A—5,275-5,275-100%$610.3K———
O'shaughnessy Asset Management, LLC
N/A—5,015-5,015-100%$580.2K———
HSBC Holdings PLC
N/A—5,000-5,000-100%$578.5K———
Lazard Asset Management LLC
N/A—5,000-5,000-100%$578.5K———
MAI Capital Management
N/A—4,949-4,949-100%$572.6K———
Hikari Tsushin, Inc.
N/A—4,931-4,931-100%$570.5K———
Private Advisor Group, LLC
N/A—4,826-4,826-100%$558.3K———
Koss-Olinger Consulting, LLC
N/A—4,702-4,702-100%$544.0K———
Texas Yale Capital Corp.
N/A—4,671-4,671-100%$540.3K———
Saranac Partners Ltd
N/A—4,605-4,605-100%$531.9K———
Marshall Wace, LLP
N/A—4,534-4,534-100%$524.5K———
Haverford Financial Services, Inc.
N/A—4,520-4,520-100%$522.9K———
Fiduciary Trust Co
N/A—4,505-4,505-100%$521.2K———
Main Street Financial Solutions, LLC
N/A—4,454-4,454-100%$515.3K———
IHT Wealth Management, LLC
N/A—4,379-4,379-100%$506.6K———
Nwam LLC
N/A—4,318-4,318-100%$499.5K———
WealthShield Partners, LLC
N/A—4,303-4,303-100%$497.8K———
Savvy Advisors, Inc.
N/A—4,112-4,112-100%$475.8K———
HRT Financial LP
N/A—4,101-4,101-100%$474.0K———
Empowered Funds, LLC
N/A—4,071-4,071-100%$471.0K———
Cambria Investment Management, L.P.
N/A—4,071-4,071-100%$471.0K———
Steward Partners Investment Advisory, LLC
N/A—3,952-3,952-100%$457.2K———
Choate Investment Advisors
N/A—3,876-3,876-100%$448.4K———
Whittier Trust Co
N/A—3,797-3,797-100%$437.6K———
Transcend Capital Advisors, LLC
N/A—3,785-3,785-100%$437.9K———
Wealthspire Advisors, LLC
N/A—3,683-3,683-100%$426.1K———
Freestone Capital Holdings, LLC
N/A—3,646-3,646-100%$421.8K———
Empower Advisory Group, LLC
N/A—3,587-3,587-100%$415.0K———
GeoWealth Management, LLC
N/A—3,505-3,505-100%$405.5K———
Financial Alternatives, Inc
N/A—3,458-3,458-100%$400.1K———
Sequoia Financial Advisors, LLC
N/A—3,401-3,401-100%$393.4K———
AE Wealth Management LLC
N/A—3,348-3,348-100%$387.4K———
Atlanta Consulting Group Advisors, LLC
N/A—3,347-3,347-100%$387.2K———
Commerce Bank
N/A—3,275-3,275-100%$378.9K———
Advisory Alpha, LLC
N/A—3,234-3,234-100%$374.1K———
Two Sigma Securities, LLC
N/A—3,199-3,199-100%$370.1K———
Zhang Financial LLC
N/A—3,194-3,194-100%$369.5K———
Integrated Wealth Concepts LLC
N/A—3,179-3,179-100%$367.8K———
Phillips Wealth Planners LLC
N/A—3,078-3,078-100%$345.6K———
Purkiss Capital Advisors LLC
N/A—2,695-2,695-100%$311.7K———
Tolleson Wealth Management, Inc.
N/A—2,684-2,684-100%$310.5K———
Glenmede Trust Co NA
N/A—2,631-2,631-100%$304.4K———
XTX Topco Ltd
N/A—2,584-2,584-100%$298.9K———
DV Trading LLC
N/A—2,538-2,538-100%$293.6K———
Belpointe Asset Management LLC
N/A—2,507-2,507-100%$290.0K———
Mosaic Family Wealth Partners, LLC
N/A—2,455-2,455-100%$284.0K———
Leith Wheeler Investment Counsel Ltd.
N/A—2,400-2,400-100%$277.7K———
LM Advisors LLC
N/A—2,385-2,385-100%$276.0K———
Western Wealth Management, LLC
N/A—2,319-2,319-100%$268.3K———
OneDigital Investment Advisors LLC
N/A—2,214-2,214-100%$256.1K———
Keel Point, LLC
N/A—2,147-2,147-100%$248.4K———
Clearstead Advisors, LLC
N/A—2,143-2,143-100%$247.9K———
IEQ Capital, LLC
N/A—2,140-2,140-100%$247.6K———
Sonoma Private Wealth LLC
N/A—2,120-2,120-100%$245.3K———
Prelude Capital Management, LLC
N/A—2,120-2,120-100%$245.3K———
Headlands Technologies LLC
N/A—2,097-2,097-100%$242.6K———
Betterment LLC
N/A—2,072-2,072-100%$240.0K———
Heritage Wealth Management, Inc. s
N/A—1,845-1,845-100%$213.4K———
Vestmark Advisory Solutions, Inc.
N/A—1,770-1,770-100%$204.8K———
Benningfield Financial Advisors, LLC
N/A—1,756-1,756-100%$203.2K———
Nuveen, LLC
N/A—1,751-1,751-100%$202.6K———
Johnson Financial Group, Inc.
N/A—1,575-1,575-100%$182.2K———
Purpose Unlimited Inc.
N/A—1,480-1,480-100%$173.8K———
Bank of Montreal
N/A—1,342-1,342-100%$155.3K———
Medallion Wealth Advisors, LLC
N/A—1,279-1,279-100%$148.0K———
Global Retirement Partners, LLC
N/A—1,195-1,195-100%$138.2K———
GW&K Investment Management, LLC
N/A—1,116-1,116-100%$129.0K———
Ancora Advisors LLCA
N/A—1,053-1,053-100%$121.8K———
BNP Paribas Financial Markets
N/A—977-977-100%$113.0K———
Anchor Investment Management, LLC
N/A—830-830-100%$96.0K———
Ramirez Asset Management, Inc.
N/A—750-750-100%$86.8K———
S&T Bank
N/A—706-706-100%$81.7K———
Main Management LLC
N/A—672-672-100%$78.0K———
Atlantic Union Bankshares Corp
N/A—658-658-100%$76.1K———
Federation des caisses Desjardins du Quebec
N/A—650-650-100%$75.2K———
Strategic Wealth Partners, Ltd.
N/A—648-648-100%$75.0K———
Outlook Capital Management, LLC
N/A—614-614-100%$71.0K———
Glassman Wealth Services
N/A—597-597-100%$69.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—570-570-100%$65.9K———
Allworth Financial LP
N/A—558-558-100%$64.5K———
Geneos Wealth Management Inc.
N/A—531-531-100%$61.4K———
Chesapeake Asset Management LLC
N/A—510-510-100%$59.0K———
Lummis Asset Management, LP
N/A—464-464-100%$51.1K———
Swan Capital LLC
N/A—452-452-100%$52.3K———
CVA Family Office, LLC
N/A—450-450-100%$52.1K———
Hantz Financial Services, Inc.
N/A—401-401-100%$46.0K———
Huntington National Bank
N/A—385-385-100%$44.5K———
Brown Brothers Harriman & Co
N/A—382-382-100%$44.2K———
Bogart Wealth, LLC
N/A—355-355-100%$41.1K———
Quarry LP
N/A—340-340-100%$39.3K———
Aptus Capital Advisors, LLC
N/A—339-339-100%$39.2K———
Smartleaf Asset Management LLC
N/A—323-323-100%$37.1K———
Millstone Evans Group, LLC
N/A—322-322-100%$37.3K———
Dogwood Wealth Management LLC
N/A—289-289-100%$33.4K———
Manning & Napier Advisors LLC
N/A—275-275-100%$31.6K———
EFG International AG
N/A—235-235-100%$27.2K———
BankPlus Trust Department
N/A—203-203-100%$23.5K———
Timbuktu Capital Management, LLC
N/A—190-190-100%$22.0K———
Topsail Wealth Management, LLC
N/A—160-160-100%$18.5K———
Atomic Invest LLC
N/A—157-157-100%$18.0K———
Founders Financial Alliance, LLC
N/A—143-143-100%$16.5K———
Russell Investments Group, Ltd.
N/A—126-126-100%$14.6K———
IAG Wealth Partners, LLC
N/A—120-120-100%$13.9K———
N.E.W. Advisory Services LLC
N/A—90-90-100%$10.4K———
Darwin Wealth Management, LLC
N/A—82-82-100%$9.5K———
IFG Advisory, LLC
N/A—81-81-100%$9.3K———
Continuum Advisory, LLC
N/A—80-80-100%$9.3K———
FAS Wealth Partners, Inc.
N/A—80-80-100%$9.3K———
WealthCollab, LLC
N/A—78-78-100%$9.0K———
Westend Capital Management, LLC
N/A—66-66-100%$7.6K———
Philadelphia Investment Partners, LLC
N/A—64-64-100%$7.4K———
Bessemer Group Inc
N/A—35-35-100%$4———
Dunhill Financial, LLC
N/A—30-30-100%$3.5K———
PlanVest Financial, Inc
N/A—30-30-100%$3.5K———
Motco
N/A—29-29-100%$3.4K———
LRI Investments, LLC
N/A—24-24-100%$2.8K———
Virtus Advisers, LLC
N/A—19-19-100%$2.2K———
Ankerstar Wealth, LLC
N/A—17-17-100%$2.0K———
Minot DeBlois Advisors LLC
N/A—15-15-100%$1.7K———
Broadwater Capital Management LLC
N/A—12-12-100%$1.4K———
Coston, McIsaac & Partners
N/A—5-5-100%$0———
Meramec Financial Planners, LLC
N/A—5-5-100%$545———
Showing 503 of 503 institutions