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Vanguard Ftse Europe ETF (VGK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mather Group, Llc.
INCREASED
Shares8,990,889 from 8,859,914
Change+130,975 (+1%)
Value$780.4M (-$4.0M)
Filed 2026-10-14
Asset Management One Co., Ltd.
INCREASED
Shares6,286,904 from 6,241,352
Change+45,552 (+1%)
Value$545.7M (-$6.9M)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares3,589,362 from 3,428,812
Change+160,550 (+5%)
Value$311.6M (+$8.0M)
Filed 2026-10-15
Willis Johnson Wealth, Inc.
INCREASED
Shares1,750,733 from 1,740,632
Change+10,101 (+1%)
Value$152.0M (-$2.2M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares1,700,167 from 1,585,590
Change+114,577 (+7%)
Value$147.6M (+$7.2M)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares1,210,947 from 1,203,938
Change+7,009 (+1%)
Value$105.1M (-$1.5M)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,114,908 from 1,888,476
Change-773,568 (-41%)
Value$96.8M (-$70.4M)
Filed 2026-10-20
Stairway Partners, LLC
DECREASED
Shares1,079,226 from 1,080,518
Change-1,292 (0%)
Value$93.7M (-$2.0M)
Filed 2026-10-02
Garde Capital, Inc.
INCREASED
Shares1,076,461 from 1,046,545
Change+29,916 (+3%)
Value$93.4M (+$775.7K)
Filed 2026-10-29
Angeles Wealth Management, LLC
INCREASED
Shares854,809 from 817,271
Change+37,538 (+5%)
Value$74.2M (+$1.8M)
Filed 2026-10-26
Presilium Private Wealth, LLC
INCREASED
Shares671,967 from 641,678
Change+30,289 (+5%)
Value$58.3M (+$1.5M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares600,773 from 412,938
Change+187,835 (+45%)
Value$52.1M (+$15.6M)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares511,275 from 535,374
Change-24,099 (-4%)
Value$44.4M (-$3.0M)
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares419,396 from 405,842
Change+13,554 (+3%)
Value$36.4M (+$470.3K)
Filed 2026-10-19
Cooper S Advisors, LLC
INCREASED
Shares289,134 from 285,793
Change+3,341 (+1%)
Value$25.1M (-$207.3K)
Filed 2026-11-03
WealthBridge Investment Counsel Inc.
DECREASED
Shares275,367 from 275,892
Change-525 (0%)
Value$23.9K (-$525)
Filed 2026-10-13
Anderson Hoagland & Co
INCREASED
Shares270,643 from 254,060
Change+16,583 (+7%)
Value$23.5M (+$997.3K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares264,922 from 294,132
Change-29,210 (-10%)
Value$23.0M (-$3.0M)
Filed 2026-10-19
Journey Advisory Group, LLC
INCREASED
Shares262,583 from 241,195
Change+21,388 (+9%)
Value$22.8M (+$1.4M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED
Shares247,278 from 255,873
Change-8,595 (-3%)
Value$21.1M (-$1.5M)
Filed 2026-11-04
BFI Infinity Ltd.
DECREASED
Shares232,604 from 241,646
Change-9,042 (-4%)
Value$20.2M (-$1.2M)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares213,651 from 204,324
Change+9,327 (+5%)
Value$18.5M (+$454.2K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares206,566 from 203,793
Change+2,773 (+1%)
Value$17.6M (-$332.9K)
Filed 2026-10-16
Allied Investment Advisors, LLC
INCREASED
Shares198,110 from 171,665
Change+26,445 (+15%)
Value$17.2M (+$2.0M)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares192,587 from 205,845
Change-13,258 (-6%)
Value$16.7M (-$1.5M)
Filed 2026-11-03
Zeit Capital LLC
DECREASED
Shares190,758 from 192,527
Change-1,769 (-1%)
Value$16.6M (-$488.5K)
Filed 2026-10-19
Nisa Investment Advisors, LLC
UNCHANGED
Shares190,000 from 190,000
Change0 (0%)
Value$16.5M (-$330.6K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares179,081 from 143,473
Change+35,608 (+25%)
Value$15.3M (+$2.6M)
Filed 2026-10-13
Integris Wealth Management, LLC
INCREASED
Shares175,284 from 166,315
Change+8,969 (+5%)
Value$15.2M (+$489.1K)
Filed 2026-10-14
Moller Wealth Partners
INCREASED
Shares162,740 from 156,477
Change+6,263 (+4%)
Value$14.1M (+$271.4K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED
Shares157,522 from 188,810
Change-31,288 (-17%)
Value$13.7M (-$3.0M)
Filed 2026-10-16
Cordoba Advisory Partners LLC
INCREASED
Shares156,690 from 155,920
Change+770 (+0%)
Value$13.6M (-$204.2K)
Filed 2026-10-19
Catalyst Capital Advisors LLC
INCREASED
Shares153,048 from 110,502
Change+42,546 (+39%)
Value$13.3M (+$3.5M)
Filed 2026-11-02
MRA Advisory Group
DECREASED
Shares150,580 from 198,329
Change-47,749 (-24%)
Value$13.1M (-$4.5M)
Filed 2026-10-07
GFS Advisors, LLC
INCREASED
Shares150,350 from 146,915
Change+3,435 (+2%)
Value$13.1M (+$12.9M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares149,769 from 190,222
Change-40,453 (-21%)
Value$13.0M (-$3.8M)
Filed 2026-11-02
BigSur Wealth Management LLC
UNCHANGED
Shares146,390 from 146,390
Change0 (0%)
Value$12.7M (-$254.7K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
INCREASED
Shares144,429 from 140,691
Change+3,738 (+3%)
Value$12.5M (+$79.7K)
Filed 2026-10-14
Old Second National Bank of Aurora
DECREASED
Shares140,206 from 141,833
Change-1,627 (-1%)
Value$12.2M (-$388.0K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares134,636 from 17,436
Change+117,200 (+672%)
Value$11.7M (+$10.1M)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares134,099 from 863,735
Change-729,636 (-84%)
Value$11.6M (-$64.8M)
Filed 2026-11-05
Fulcrum Wealth Advisors, LLC
INCREASED
Shares126,418 from 65,590
Change+60,828 (+93%)
Value$11.0M (+$5.2M)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
INCREASED
Shares121,861 from 121,506
Change+355 (+0%)
Value$10.6M (-$180.6K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares120,879 from 109,520
Change+11,359 (+10%)
Value$10.5M (+$795.4K)
Filed 2026-11-05
Ameraudi Asset Management, Inc.
INCREASED
Shares120,846 from 120,312
Change+534 (+0%)
Value$10.5M (-$163.0K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares115,731 from 71,290
Change+44,441 (+62%)
Value$10.0M (+$3.7M)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
INCREASED
Shares111,162 from 106,153
Change+5,009 (+5%)
Value$9.6M (+$250.1K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares103,339 from 108,206
Change-4,867 (-4%)
Value$9.0M (-$610.7K)
Filed 2026-10-30
Silphium Asset Management Ltd
UNCHANGED
Shares101,400 from 101,400
Change0 (0%)
Value$8.8M (-$176.4K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares92,636 from 86,525
Change+6,111 (+7%)
Value$8.0M (+$379.9K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares90,756 from 92,291
Change-1,535 (-2%)
Value$7.9M (-$293.9K)
Filed 2026-11-05
Grange Capital, LLC
DECREASED
Shares90,723 from 91,138
Change-415 (0%)
Value$7.9M (-$194.6K)
Filed 2026-10-20
Juncture Wealth Strategies, LLC
INCREASED
Shares89,380 from 83,967
Change+5,413 (+6%)
Value$7.8M (+$323.7K)
Filed 2026-10-06
Dmkc Advisory Services, LLC
INCREASED
Shares88,702 from 82,378
Change+6,324 (+8%)
Value$7.7M (+$405.6K)
Filed 2026-11-04
Burton Enright Welch
DECREASED
Shares85,190 from 87,560
Change-2,370 (-3%)
Value$7.4M (-$358.1K)
Filed 2026-11-04
Fluent Financial, LLC
INCREASED
Shares83,455 from 83,241
Change+214 (+0%)
Value$7.2M (-$126.3K)
Filed 2026-10-13
Harbor Capital Advisors, Inc.
DECREASED
Shares81,795 from 82,949
Change-1,154 (-1%)
Value$7.1K (-$7.3M)
Filed 2026-10-22
Magnus Financial Group LLC
DECREASED
Shares80,950 from 81,367
Change-417 (-1%)
Value$7.0M (-$177.8K)
Filed 2026-10-21
Vaquero Private Wealth, LTD
INCREASED
Shares79,044 from 74,260
Change+4,784 (+6%)
Value$6.9M (+$286.0K)
Filed 2026-10-27
Keystone Global Partners, LLC
DECREASED
Shares78,604 from 138,932
Change-60,328 (-43%)
Value$6.8M (-$5.5M)
Filed 2026-10-13
IPG Investment Advisors LLC
DECREASED
Shares77,324 from 78,486
Change-1,162 (-1%)
Value$6.7M (-$237.4K)
Filed 2026-10-30
Addis & Hill, Inc
UNCHANGED
Shares76,302 from 76,302
Change0 (0%)
Value$6.8M ($0)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares74,719 from 74,719
Change0 (0%)
Value$6.5M (-$130.0K)
Filed 2026-10-22
Lake Street Private Wealth, LLC
DECREASED
Shares72,751 from 77,775
Change-5,024 (-6%)
Value$6.3M (-$570.6K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares70,160 from 78,691
Change-8,531 (-11%)
Value$6.1M (-$877.4K)
Filed 2026-10-13
Inlight Wealth Management, LLC
UNCHANGED
Shares67,702 from 67,702
Change0 (0%)
Value$67.7K ($0)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares67,017 from 9,420
Change+57,597 (+611%)
Value$5.9M (+$5.0M)
Filed 2026-11-04
Cooksen Wealth, LLC
INCREASED
Shares62,840 from 60,793
Change+2,047 (+3%)
Value$5.4M (+$23.5K)
Filed 2026-10-13
Amitell Capital Pte Ltd
UNCHANGED
Shares60,956 from 60,956
Change0 (0%)
Value$5.3M (-$106.1K)
Filed 2026-11-02
Rockingstone Advisors LLC
DECREASED
Shares60,467 from 60,542
Change-75 (0%)
Value$5.2M (-$111.9K)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares60,214 from 59,371
Change+843 (+1%)
Value$5.2M (-$30.1K)
Filed 2026-10-22
Seven Bridges Advisors LLC
DECREASED
Shares60,124 from 63,192
Change-3,068 (-5%)
Value$5.2M (-$376.3K)
Filed 2026-10-07
Hyposwiss Advisors SA
INCREASED
Shares58,577 from 58,177
Change+400 (+1%)
Value$5.1M (-$66.5K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares56,348 from 78,312
Change-21,964 (-28%)
Value$4.9M (-$2.0M)
Filed 2026-11-04
Stevens Capital Partners
INCREASED
Shares52,748 from 42,488
Change+10,260 (+24%)
Value$4.6M (+$816.7K)
Filed 2026-10-29
Sarasin & Partners LLP
DECREASED
Shares52,666 from 56,850
Change-4,184 (-7%)
Value$4.6M (-$462.1K)
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares49,025 from 66,268
Change-17,243 (-26%)
Value$4.3M (-$1.6M)
Filed 2026-11-03
Sharper & Granite LLC
INCREASED
Shares47,838 from 45,148
Change+2,690 (+6%)
Value$3.9M (-$54.1K)
Filed 2026-11-02
Ledyard National Bank
DECREASED
Shares46,946 from 48,551
Change-1,605 (-3%)
Value$4.1M (-$223.8K)
Filed 2026-10-21
Innova Wealth Partners
INCREASED
Shares45,921 from 8,758
Change+37,163 (+424%)
Value$4.0M (+$3.2M)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares45,520 from 44,126
Change+1,394 (+3%)
Value$3.9M (-$19.4K)
Filed 2026-10-09
Pictet North America Advisors SA
INCREASED
Shares45,114 from 40,232
Change+4,882 (+12%)
Value$3.9M (+$353.8K)
Filed 2026-10-21
Leo Wealth, LLC
NEW
Shares44,748
Change+44,748
Value$3.9M
Filed 2026-10-26
Commerce Advisors, LLC
INCREASED
Shares44,540 from 29,925
Change+14,615 (+49%)
Value$3.9M (+$1.2M)
Filed 2026-10-19
Madson Wealth Advisors Inc
INCREASED
Shares44,445 from 40,199
Change+4,246 (+11%)
Value$3.9M (+$298.5K)
Filed 2026-10-13
Mechanics Bank Trust Department
INCREASED
Shares43,492 from 38,894
Change+4,598 (+12%)
Value$3.8M (+$331.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares43,221 from 42,527
Change+694 (+2%)
Value$3.8K (-$3.8M)
Filed 2026-11-02
Chesley Taft & Associates LLC
INCREASED
Shares42,520 from 40,845
Change+1,675 (+4%)
Value$3.7M (+$74.3K)
Filed 2026-10-13
Tiller Private Wealth, Inc.
DECREASED
Shares42,421 from 45,183
Change-2,762 (-6%)
Value$3.7M (-$318.4K)
Filed 2026-10-26
Capital Squared Financial LLC
INCREASED
Shares41,454 from 39,609
Change+1,845 (+5%)
Value$3.6M (+$91.2K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares39,583 from 27,825
Change+11,758 (+42%)
Value$3.4M (+$972.1K)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares38,929 from 36,489
Change+2,440 (+7%)
Value$3.4M (+$148.3K)
Filed 2026-10-16
Advisors Management Group Inc
DECREASED
Shares37,249 from 37,365
Change-116 (0%)
Value$3.2K (-$3.3M)
Filed 2026-11-05
Evanson Financial, LLC
INCREASED
Shares37,021 from 30,657
Change+6,364 (+21%)
Value$3.2M (+$499.0K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares36,366 from 38,738
Change-2,372 (-6%)
Value$3.2M (-$273.4K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares35,666 from 33,917
Change+1,749 (+5%)
Value$3.1M (+$92.9K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares34,822 from 34,411
Change+411 (+1%)
Value$3.0M (-$24.2K)
Filed 2026-11-05
Grey Ledge Advisors, LLC
INCREASED
Shares34,405 from 34,382
Change+23 (+0%)
Value$3.0M (-$57.8K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares34,150 from 34,150
Change0 (0%)
Value$3.0M (-$59.4K)
Filed 2026-10-14
Hickory Point Bank & Trust
DECREASED
Shares33,052 from 34,252
Change-1,200 (-3%)
Value$2.9M (-$163.8K)
Filed 2026-10-01
E&G Advisors, LLC
DECREASED
Shares31,933 from 32,128
Change-195 (-1%)
Value$2.8M (-$72.5K)
Filed 2026-10-13
Montecito Bank & Trust
DECREASED
Shares31,738 from 31,848
Change-110 (0%)
Value$2.8M (-$65.0K)
Filed 2026-10-01
Pinnacle Associates LTD
DECREASED
Shares29,624 from 31,108
Change-1,484 (-5%)
Value$2.6M (-$182.9K)
Filed 2026-10-20
Trinity Wealth Management, LLC
NEW
Shares29,453
Change+29,453
Value$2.6M
Filed 2026-10-13
GoalVest Advisory LLC
DECREASED
Shares29,210 from 52,252
Change-23,042 (-44%)
Value$2.5M (-$2.1M)
Filed 2026-10-02
HB Wealth Management, LLC
INCREASED
Shares27,630 from 16,876
Change+10,754 (+64%)
Value$2.4M (+$904.0K)
Filed 2026-10-23
MacKenzie Financial Corp
INCREASED
Shares26,910 from 22,900
Change+4,010 (+18%)
Value$2.3M (+$308.2K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED
Shares26,792 from 26,792
Change0 (0%)
Value$2.3M (-$5.5K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares26,738 from 25,642
Change+1,096 (+4%)
Value$2.3M (+$50.5K)
Filed 2026-10-22
Washington Growth Strategies LLC
DECREASED
Shares26,530 from 26,943
Change-413 (-2%)
Value$2.3M (-$82.7K)
Filed 2026-10-19
Liberty Capital Management, Inc.
INCREASED
Shares25,527 from 25,022
Change+505 (+2%)
Value$2.2M (+$296)
Filed 2026-11-02
First Bank & Trust
UNCHANGED
Shares25,479 from 25,479
Change0 (0%)
Value$2.2M (-$44.3K)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares25,159 from 24,714
Change+445 (+2%)
Value$2.2M (-$4.4K)
Filed 2026-11-02
River Street Advisors LLC
DECREASED
Shares25,012 from 25,393
Change-381 (-1%)
Value$2.2M (-$77.3K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares24,715 from 24,537
Change+178 (+1%)
Value$2.1M (-$27.2K)
Filed 2026-10-27
White Lighthouse Investment Management Inc.
INCREASED
Shares24,591 from 24,312
Change+279 (+1%)
Value$2.1M (-$18.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares24,522 from 17,445
Change+7,077 (+41%)
Value$2.1M (+$583.9K)
Filed 2026-10-08
Genesee Capital Advisors, LLC
DECREASED
Shares24,506 from 24,678
Change-172 (-1%)
Value$2.1M (-$57.8K)
Filed 2026-10-20
F&V Capital Management, LLC
UNCHANGED
Shares24,212 from 24,212
Change0 (0%)
Value$2.1K (-$2.1M)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares23,139 from 20,528
Change+2,611 (+13%)
Value$2.0M (+$190.9K)
Filed 2026-10-28
Family Wealth Partners, LLC
DECREASED
Shares22,720 from 23,125
Change-405 (-2%)
Value$2.0M (-$75.4K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
DECREASED
Shares22,246 from 23,081
Change-835 (-4%)
Value$1.9M (-$112.6K)
Filed 2026-10-07
Clear Harbor Asset Management, LLC
UNCHANGED
Shares22,116 from 22,116
Change0 (0%)
Value$1.9M (-$38.5K)
Filed 2026-11-05
Parthenon LLC
DECREASED
Shares21,856 from 22,256
Change-400 (-2%)
Value$1.9M (-$73.4K)
Filed 2026-10-22
Chicago Capital, LLC
INCREASED
Shares21,661 from 21,484
Change+177 (+1%)
Value$1.9M (-$22.0K)
Filed 2026-10-13
Summit Asset Management, LLC
DECREASED
Shares21,360 from 23,106
Change-1,746 (-8%)
Value$1.9M (-$191.7K)
Filed 2026-11-05
Rebalance, LLC
INCREASED
Shares20,779 from 20,727
Change+52 (+0%)
Value$1.8M (-$31.6K)
Filed 2026-10-22
Angeles Investment Advisors, LLC
NEW
Shares20,770
Change+20,770
Value$1.8M
Filed 2026-10-22
PW Nova Financial Services LLC
INCREASED
Shares20,398 from 14,014
Change+6,384 (+46%)
Value$1.8M (+$529.7K)
Filed 2026-10-15
Hedges Asset Management LLC
DECREASED
Shares20,000 from 21,000
Change-1,000 (-5%)
Value$1.7M (-$123.3K)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares19,248 from 19,231
Change+17 (+0%)
Value$1.7M (-$32.0K)
Filed 2026-11-03
Kurv Investment Management LLC
INCREASED
Shares18,060 from 14,350
Change+3,710 (+26%)
Value$1.6M (+$297.1K)
Filed 2026-10-28
Viewpoint Investment Partners Corp
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$1.6M (-$29.0K)
Filed 2026-10-26
Prism Advisors, Inc.
UNCHANGED
Shares17,362 from 17,362
Change0 (0%)
Value$1.5M (-$54.0K)
Filed 2026-10-09
Breakwater Investment Management
DECREASED
Shares17,279 from 18,140
Change-861 (-5%)
Value$1.5M (-$106.3K)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares16,984 from 16,015
Change+969 (+6%)
Value$1.5M (+$56.2K)
Filed 2026-10-22
South Shore Capital Advisors
INCREASED
Shares16,587 from 8,582
Change+8,005 (+93%)
Value$1.4M (+$679.9K)
Filed 2026-10-20
Blueprint Financial Advisors LLC
NEW
Shares16,487
Change+16,487
Value$1.4M
Filed 2026-10-28
Carnegie Investment Counsel
INCREASED
Shares16,295 from 14,110
Change+2,185 (+15%)
Value$1.4M (+$165.1K)
Filed 2026-10-20
Collective Family Office LLC
DECREASED
Shares15,777 from 15,802
Change-25 (0%)
Value$1.4M (-$29.7K)
Filed 2026-10-05
Apella Capital, LLC
INCREASED
Shares15,557 from 15,536
Change+21 (+0%)
Value$1.3M (-$52.3K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares14,966 from 14,501
Change+465 (+3%)
Value$1.3K (-$1.3M)
Filed 2026-10-22
McHugh Group, LLC
UNCHANGED
Shares13,750 from 13,750
Change0 (0%)
Value$1.2M (-$23.9K)
Filed 2026-10-19
Aries Wealth Management
INCREASED
Shares13,700 from 12,500
Change+1,200 (+10%)
Value$1.2M (+$82.4K)
Filed 2026-10-23
Sage Capital Advisors,llc
UNCHANGED
Shares13,640 from 13,640
Change0 (0%)
Value$1.2M (-$23.7K)
Filed 2026-10-13
Westside Investment Management, Inc.
DECREASED
Shares13,375 from 13,405
Change-30 (0%)
Value$1.2M (-$26.0K)
Filed 2026-11-02
Sonata Capital Group Inc
UNCHANGED
Shares13,109 from 13,109
Change0 (0%)
Value$1.1M (-$22.8K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares12,924 from 11,736
Change+1,188 (+10%)
Value$1.1M (+$82.7K)
Filed 2026-10-23
American Institute for Advanced Investment Management, LLP
INCREASED
Shares12,760 from 12,484
Change+276 (+2%)
Value$1.1M (+$2.2K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares12,727 from 12,727
Change0 (0%)
Value$1.1M (-$22.1K)
Filed 2026-11-03
Cypress Financial Planning LLC
DECREASED
Shares12,721 from 12,783
Change-62 (0%)
Value$1.1M (-$27.6K)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares12,637 from 14,649
Change-2,012 (-14%)
Value$1.1M (-$200.1K)
Filed 2026-10-20
Spire Wealth Management
UNCHANGED
Shares12,558 from 12,558
Change0 (0%)
Value$1.1M (-$21.8K)
Filed 2026-10-30
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares12,504 from 13,560
Change-1,056 (-8%)
Value$1.1K (-$1.2M)
Filed 2026-11-05
Trek Financial, LLC
INCREASED
Shares12,136 from 6,635
Change+5,501 (+83%)
Value$1.1M (+$465.9K)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares12,122 from 11,322
Change+800 (+7%)
Value$1.1K (-$1.0M)
Filed 2026-11-02
DWR Wealth Management, LLC
DECREASED
Shares11,673 from 11,940
Change-267 (-2%)
Value$1.0M (-$26.0K)
Filed 2026-10-13
Cullen T Bankers, Inc.
UNCHANGED
Shares11,118 from 11,118
Change0 (0%)
Value$965.0K (-$19.3K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares11,107 from 11,543
Change-436 (-4%)
Value$964.1K (-$57.9K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares11,038 from 9,238
Change+1,800 (+19%)
Value$958.1K (+$140.2K)
Filed 2026-11-05
Portland Financial Advisors Inc
UNCHANGED
Shares10,953 from 10,953
Change0 (0%)
Value$950.7K (-$19.1K)
Filed 2026-10-26
Blueprint Investment Partners LLC
NEW
Shares10,717
Change+10,717
Value$930.3K
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares10,708 from 2,636
Change+8,072 (+306%)
Value$929.4K (+$696.0K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares10,653 from 11,614
Change-961 (-8%)
Value$924.7K (-$103.6K)
Filed 2026-10-14
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares10,496 from 10,470
Change+26 (+0%)
Value$911.1K (-$16.0K)
Filed 2026-10-19
Cidel Asset Management Inc
UNCHANGED
Shares10,490 from 10,490
Change0 (0%)
Value$910.5K (-$18.3K)
Filed 2026-10-29
Nilsine Partners, LLC
INCREASED
Shares10,326 from 2,326
Change+8,000 (+344%)
Value$896.3K (+$690.4K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
INCREASED
Shares10,280 from 5,819
Change+4,461 (+77%)
Value$892.3K (+$377.1K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares9,896 from 10,723
Change-827 (-8%)
Value$859 (-$948.1K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,855 from 9,165
Change+690 (+8%)
Value$856.3K (+$44.8K)
Filed 2026-11-03
Advisor Resource Council
INCREASED
Shares9,741 from 9,299
Change+442 (+5%)
Value$840.5K (+$3.8K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,694 from 11,173
Change-1,479 (-13%)
Value$841.5K (-$147.8K)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares9,519 from 7,896
Change+1,623 (+21%)
Value$826.2K (+$127.1K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares9,459 from 6,333
Change+3,126 (+49%)
Value$821.0K (+$260.3K)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares9,370 from 9,347
Change+23 (+0%)
Value$813.3K (-$14.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares9,329 from 0
Change+9,329
Value$809.7K (+$809.7K)
Filed 2026-11-04
Yoffe Investment Management, LLC
UNCHANGED
Shares9,270 from 9,270
Change0 (0%)
Value$804.7K (-$16.1K)
Filed 2026-11-02
Maseco LLP
INCREASED
Shares8,903 from 8,883
Change+20 (+0%)
Value$772.9K (-$13.5K)
Filed 2026-10-27
Brighton Jones LLC
DECREASED
Shares8,832 from 9,018
Change-186 (-2%)
Value$766.6K (-$31.9K)
Filed 2026-11-03
Mascagni Wealth Management, Inc.
DECREASED
Shares8,779 from 8,789
Change-10 (0%)
Value$762.0K (-$16.2K)
Filed 2026-10-23
Rothschild & Co Wealth Management UK Ltd
UNCHANGED
Shares8,666 from 8,666
Change0 (0%)
Value$752.2K (-$15.1K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares8,653 from 8,703
Change-50 (-1%)
Value$751.1K (-$19.5K)
Filed 2026-10-13
Quartz Partners, LLC
INCREASED
Shares8,520 from 3,060
Change+5,460 (+178%)
Value$739.5K (+$468.6K)
Filed 2026-11-03
Seamount Financial Group Inc
DECREASED
Shares8,410 from 8,568
Change-158 (-2%)
Value$730.0K (-$28.6K)
Filed 2026-10-21
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares8,405 from 8,405
Change0 (0%)
Value$729.6K (-$14.6K)
Filed 2026-10-29
Councilor Wealth, LLC
DECREASED
Shares8,279 from 9,263
Change-984 (-11%)
Value$718.6K (-$101.6K)
Filed 2026-10-09
Welch & Forbes LLC
UNCHANGED
Shares8,104 from 8,104
Change0 (0%)
Value$703.4K (-$14.1K)
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares7,958 from 8,246
Change-288 (-3%)
Value$690.8K (-$39.3K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares7,911
Change+7,911
Value$686.7K
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares7,895 from 7,883
Change+12 (+0%)
Value$685.3K (-$12.7K)
Filed 2026-10-14
Arsenal Capital Advisors LLC
UNCHANGED
Shares7,786 from 7,786
Change0 (0%)
Value$675.8K (-$13.5K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares7,717 from 7,710
Change+7 (+0%)
Value$669.9K (-$12.8K)
Filed 2026-11-05
Mission Wealth Management, LP
INCREASED
Shares7,700 from 7,578
Change+122 (+2%)
Value$668.3K (-$2.6K)
Filed 2026-10-15
Salem Investment Counselors Inc
INCREASED
Shares7,698 from 7,697
Change+1 (+0%)
Value$668.2K (-$13.3K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares7,478 from 4,431
Change+3,047 (+69%)
Value$649.0K (+$256.7K)
Filed 2026-10-21
Clark Asset Management, LLC
INCREASED
Shares7,378 from 7,106
Change+272 (+4%)
Value$640.4K (+$11.2K)
Filed 2026-10-19
Capstone Wealth Management Group, Inc.
INCREASED
Shares7,366 from 6,971
Change+395 (+6%)
Value$639.4K (+$22.2K)
Filed 2026-10-19
Gemmer Asset Management LLC
DECREASED
Shares7,364 from 7,377
Change-13 (0%)
Value$639.2K (-$14.0K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
DECREASED
Shares7,362 from 21,027
Change-13,665 (-65%)
Value$639.0K (-$1.2M)
Filed 2026-11-04
Great Waters Wealth Management
DECREASED
Shares7,331 from 7,365
Change-34 (0%)
Value$636.3K (-$15.8K)
Filed 2026-10-07
Fiduciary Financial Group, LLC
DECREASED
Shares7,285 from 7,480
Change-195 (-3%)
Value$632.3K (-$29.9K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
DECREASED
Shares7,280 from 7,313
Change-33 (0%)
Value$631.9K (-$15.6K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares7,258 from 8,444
Change-1,186 (-14%)
Value$630.0K (-$117.6K)
Filed 2026-10-16
Romano Brothers and Company
UNCHANGED
Shares7,129 from 7,129
Change0 (0%)
Value$618.8K (-$12.4K)
Filed 2026-10-22
One Day In July LLC
DECREASED
Shares7,090 from 7,205
Change-115 (-2%)
Value$615.4K (-$22.5K)
Filed 2026-10-30
Activest Wealth Management
UNCHANGED
Shares7,078 from 7,078
Change0 (0%)
Value$614.4K (-$12.3K)
Filed 2026-10-15
Sincerus Advisory, LLC
INCREASED
Shares6,995 from 6,978
Change+17 (+0%)
Value$607.2K (-$10.6K)
Filed 2026-10-09
Peck Wealth Management, LLC
DECREASED
Shares6,994 from 7,221
Change-227 (-3%)
Value$607.1K (-$32.3K)
Filed 2026-10-29
LCW Services, LLC
INCREASED
Shares6,951 from 6,696
Change+255 (+4%)
Value$603.3K (+$10.5K)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares6,906 from 7,608
Change-702 (-9%)
Value$599.4K (-$74.2K)
Filed 2026-11-04
Maia Wealth LLC
INCREASED
Shares6,904 from 6,452
Change+452 (+7%)
Value$599.3K (+$28.0K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares6,868 from 6,597
Change+271 (+4%)
Value$596.1K (+$12.0K)
Filed 2026-11-04
Ifrah Financial Services, Inc.
DECREASED
Shares6,702 from 6,770
Change-68 (-1%)
Value$581.7K (-$17.7K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares6,614 from 5,947
Change+667 (+11%)
Value$574.1K (+$47.6K)
Filed 2026-10-22
Elmwood Wealth Management, Inc.
INCREASED
Shares6,448 from 6,359
Change+89 (+1%)
Value$559.7K (-$3.3K)
Filed 2026-10-14
Narwhal Capital Management
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$555.5K (-$11.1K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares6,245 from 6,245
Change0 (0%)
Value$542.1K (-$10.9K)
Filed 2026-11-04
Xcel Wealth Management, LLC
DECREASED
Shares6,170 from 6,270
Change-100 (-2%)
Value$535.6K (-$19.6K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
DECREASED
Shares6,139 from 6,418
Change-279 (-4%)
Value$532.9K (-$35.4K)
Filed 2026-10-21
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares6,129 from 6,129
Change0 (0%)
Value$532.0K (-$10.7K)
Filed 2026-10-28
Lyell Wealth Management, LP
UNCHANGED
Shares5,851 from 5,851
Change0 (0%)
Value$507.9K (-$10.2K)
Filed 2026-10-30
Breakwater Capital Group
INCREASED
Shares5,841 from 5,736
Change+105 (+2%)
Value$507.0K (-$881)
Filed 2026-10-09
James Investment Research, Inc.
DECREASED
Shares5,822 from 6,827
Change-1,005 (-15%)
Value$505.4K (-$99.1K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED
Shares5,743 from 5,743
Change0 (0%)
Value$498.5K (-$10.0K)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares5,707 from 2,974
Change+2,733 (+92%)
Value$495.4K (+$232.1K)
Filed 2026-10-29
Legacy Advisors, LLC
UNCHANGED
Shares5,677 from 5,677
Change0 (0%)
Value$492.8K (-$9.9K)
Filed 2026-10-19
Lavelle Capital LP
NEW
Shares5,645
Change+5,645
Value$490.0K
Filed 2026-11-03
Life Planning Partners, Inc
UNCHANGED
Shares5,637 from 5,637
Change0 (0%)
Value$489.3K (-$9.8K)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares5,577 from 5,577
Change0 (0%)
Value$484.1K (-$9.7K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares5,532 from 5,057
Change+475 (+9%)
Value$480.1K (+$32.4K)
Filed 2026-10-23
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares5,513 from 5,513
Change0 (0%)
Value$478.5K (-$9.6K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares5,489 from 5,482
Change+7 (+0%)
Value$476.4K (-$9.0K)
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares5,476 from 5,506
Change-30 (-1%)
Value$475.3K (-$12.1K)
Filed 2026-10-23
Granite FO LLC
UNCHANGED
Shares5,435 from 5,435
Change0 (0%)
Value$471.8K (-$9.5K)
Filed 2026-10-14
Piscataqua Savings Bank
UNCHANGED
Shares5,401 from 5,401
Change0 (0%)
Value$468.8K (-$9.4K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
INCREASED
Shares5,393 from 5,380
Change+13 (+0%)
Value$468.1K (-$8.2K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares5,307 from 5,307
Change0 (0%)
Value$460.6K (-$9.2K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares5,300 from 5,144
Change+156 (+3%)
Value$462.2K (+$5.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares5,300 from 5,144
Change+156 (+3%)
Value$462.2K (+$5.2K)
Filed 2026-10-20
Hengehold Capital Management LLC
DECREASED
Shares5,228 from 10,735
Change-5,507 (-51%)
Value$453.8K (-$496.7K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares5,074 from 3,415
Change+1,659 (+49%)
Value$440.5K (+$138.1K)
Filed 2026-10-23
ZWJ Investment Counsel Inc
INCREASED
Shares5,042 from 4,563
Change+479 (+11%)
Value$437.6K (+$33.6K)
Filed 2026-10-15
Moneywise, Inc.
NEW
Shares5,035
Change+5,035
Value$437.0K
Filed 2026-10-30
Carrera Capital Advisors
INCREASED
Shares4,946 from 4,934
Change+12 (+0%)
Value$429.3K (-$7.5K)
Filed 2026-11-03
Curbstone Financial Management Corp
UNCHANGED
Shares4,776 from 4,776
Change0 (0%)
Value$414.6K (-$8.3K)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
DECREASED
Shares4,771 from 4,923
Change-152 (-3%)
Value$414.1K (-$21.8K)
Filed 2026-11-02
HUB Investment Partners, LLC
UNCHANGED
Shares4,698 from 4,698
Change0 (0%)
Value$407.8K (-$8.2K)
Filed 2026-11-03
Diligent Investors, LLC
INCREASED
Shares4,696 from 4,685
Change+11 (+0%)
Value$407.6K (-$7.2K)
Filed 2026-10-21
BOS Asset Management, LLC
DECREASED
Shares4,693 from 6,675
Change-1,982 (-30%)
Value$407.4K (-$183.7K)
Filed 2026-10-09
Versant Capital Management, Inc
DECREASED
Shares4,661 from 4,753
Change-92 (-2%)
Value$404.6K (-$16.2K)
Filed 2026-10-02
Verdence Capital Advisors LLC
DECREASED
Shares4,636 from 14,784
Change-10,148 (-69%)
Value$402.4K (-$906.6K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares4,630 from 7,446
Change-2,816 (-38%)
Value$401.9K (-$257.4K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares4,574
Change+4,574
Value$397
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares4,553 from 4,067
Change+486 (+12%)
Value$395.2K (+$35.1K)
Filed 2026-10-07
Taylor Financial Group, Inc.
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$384.8K (-$7.7K)
Filed 2026-11-02
Avity Investment Management Inc.
DECREASED
Shares4,400 from 5,400
Change-1,000 (-19%)
Value$381.9K (-$96.2K)
Filed 2026-10-09
KCM Investment Advisors LLC
UNCHANGED
Shares4,363 from 4,363
Change0 (0%)
Value$378.7K (-$7.6K)
Filed 2026-10-27
Crumly & Associates Inc.
INCREASED
Shares4,350 from 2,458
Change+1,892 (+77%)
Value$377.6K (+$159.9K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,304 from 4,280
Change+24 (+1%)
Value$373.6K (-$3.4K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares4,296 from 2,511
Change+1,785 (+71%)
Value$372.9K (+$150.6K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares4,270 from 1,470
Change+2,800 (+190%)
Value$370.6K (+$240.5K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares4,257 from 4,027
Change+230 (+6%)
Value$369.5K (+$12.9K)
Filed 2026-11-04
Macroview Investment Management LLC
INCREASED
Shares4,227 from 4,105
Change+122 (+3%)
Value$366.9K (+$3.4K)
Filed 2026-10-26
Hudock, Inc.
INCREASED
Shares4,198 from 4,191
Change+7 (+0%)
Value$364.4K (-$6.7K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
INCREASED
Shares4,179 from 4,056
Change+123 (+3%)
Value$362.7K (+$3.6K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares4,169 from 4,749
Change-580 (-12%)
Value$361.9K (-$58.6K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares4,144 from 4,076
Change+68 (+2%)
Value$359.7K (-$1.2K)
Filed 2026-10-29
Cove Private Wealth, LLC
UNCHANGED
Shares4,058 from 4,058
Change0 (0%)
Value$352.2K (-$7.1K)
Filed 2026-10-28
Aspiriant, LLC
UNCHANGED
Shares4,023 from 4,023
Change0 (0%)
Value$349.2K (-$7.0K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$348.1K (-$7.0K)
Filed 2026-11-03
Capital Management Associates, Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$347.2K (-$7.0K)
Filed 2026-10-20
Argyle Capital Partners, LLC
DECREASED
Shares3,993 from 3,994
Change-1 (0%)
Value$346.6K (-$7.1K)
Filed 2026-10-23
Silverlake Wealth Management LLC
DECREASED
Shares3,983 from 4,268
Change-285 (-7%)
Value$345.7K (-$32.2K)
Filed 2026-10-21
Jacobi Capital Management LLC
DECREASED
Shares3,912 from 3,991
Change-79 (-2%)
Value$339.5K (-$13.8K)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares3,879 from 3,922
Change-43 (-1%)
Value$336.7K (-$10.6K)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares3,865 from 3,682
Change+183 (+5%)
Value$335.5K (+$9.5K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares3,825 from 3,817
Change+8 (+0%)
Value$332.1K (-$5.9K)
Filed 2026-10-28
Directional Asset Management
INCREASED
Shares3,815 from 3,806
Change+9 (+0%)
Value$331.2K (-$5.8K)
Filed 2026-10-22
Rockwood Wealth Management, LLC
UNCHANGED
Shares3,789 from 3,789
Change0 (0%)
Value$328.9K (-$6.6K)
Filed 2026-10-27
Shoker Investment Counsel, Inc.
INCREASED
Shares3,750 from 3,748
Change+2 (+0%)
Value$325.6K (-$6.3K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares3,726 from 3,806
Change-80 (-2%)
Value$323.4K (-$13.6K)
Filed 2026-10-29
Rinkey Investments
INCREASED
Shares3,722 from 3,515
Change+207 (+6%)
Value$323.1K (+$11.9K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares3,670 from 4,024
Change-354 (-9%)
Value$318.6K (-$37.7K)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares3,659
Change+3,659
Value$317.6K
Filed 2026-11-05
Index Fund Advisors, Inc.
INCREASED
Shares3,567 from 3,562
Change+5 (+0%)
Value$309.6K (-$5.8K)
Filed 2026-11-05
Cypress Wealth Services, LLC
INCREASED
Shares3,491 from 3,484
Change+7 (+0%)
Value$302.2K (-$6.2K)
Filed 2026-10-21
Financial Consulate, Inc
INCREASED
Shares3,489 from 3,481
Change+8 (+0%)
Value$302.9K (-$5.3K)
Filed 2026-10-23
SpringVest Wealth Management LLC
UNCHANGED
Shares3,479 from 3,479
Change0 (0%)
Value$302.0K (-$6.1K)
Filed 2026-10-27
Navigation Wealth Management, Inc.
INCREASED
Shares3,474 from 3,306
Change+168 (+5%)
Value$298.1K (+$5.4K)
Filed 2026-11-03
Prospera Capital Management, LLC
NEW
Shares3,395
Change+3,395
Value$294.7K
Filed 2026-10-19
SP Asset Management LLC
INCREASED
Shares3,305 from 3,297
Change+8 (+0%)
Value$286.9K (-$5.0K)
Filed 2026-11-05
Burford Brothers, Inc.
DECREASED
Shares3,293 from 3,457
Change-164 (-5%)
Value$285.8K (-$20.3K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares3,278 from 3,278
Change0 (0%)
Value$284.5K (-$5.7K)
Filed 2026-10-05
Lantern Wealth Advisors, LLC
INCREASED
Shares3,243 from 3,242
Change+1 (+0%)
Value$281.5K (-$5.6K)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares3,154 from 2,897
Change+257 (+9%)
Value$273.7K (+$17.2K)
Filed 2026-10-16
International Private Wealth Advisors LLC
INCREASED
Shares3,129 from 2,548
Change+581 (+23%)
Value$271.6K (+$46.0K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares3,110 from 3,296
Change-186 (-6%)
Value$269.9K (-$21.9K)
Filed 2026-10-27
Bison Wealth, LLC
DECREASED
Shares3,086 from 3,111
Change-25 (-1%)
Value$264.8K (-$15.0K)
Filed 2026-10-13
Wealth Preservation Advisors, LLC
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$266.7K (-$5.3K)
Filed 2026-11-05
Linscomb Wealth, Inc.
DECREASED
Shares3,066 from 3,606
Change-540 (-15%)
Value$266.1K (-$53.1K)
Filed 2026-11-05
Heritage Investment Group, Inc.
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$265.6K (-$5.3K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
UNCHANGED
Shares3,046 from 3,046
Change0 (0%)
Value$264.4K (-$5.3K)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares3,024 from 4,216
Change-1,192 (-28%)
Value$262.5K (-$110.8K)
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$261.9K (-$5.3K)
Filed 2026-10-15
RMR Capital Management, LLC
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$260.3K (-$5.2K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares2,991 from 2,987
Change+4 (+0%)
Value$259.6K (-$4.8K)
Filed 2026-10-23
Penobscot Wealth Management
INCREASED
Shares2,983 from 2,731
Change+252 (+9%)
Value$258.9K (+$17.1K)
Filed 2026-10-21
Certified Advisory Corp
DECREASED
Shares2,966 from 3,251
Change-285 (-9%)
Value$257.5K (-$30.4K)
Filed 2026-10-29
Moulton Wealth Management, Inc
DECREASED
Shares2,963 from 6,007
Change-3,044 (-51%)
Value$253.3K (-$274.7K)
Filed 2026-10-13
First National Trust Co
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$256.3K (-$5.1K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$254.4K (-$5.1K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares2,924 from 2,787
Change+137 (+5%)
Value$252.2K (+$7.4K)
Filed 2026-10-27
Register Financial Advisors LLC
INCREASED
Shares2,921 from 2,869
Change+52 (+2%)
Value$253.6K (-$477)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$250.9K (-$5.0K)
Filed 2026-10-06
Skyline Advisors, Inc.
INCREASED
Shares2,881 from 2,874
Change+7 (+0%)
Value$250.1K (-$4.4K)
Filed 2026-11-03
TrustBank
NEW
Shares2,857
Change+2,857
Value$248.0K
Filed 2026-10-20
TCP Asset Management, LLC
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$245.3K (-$6.1K)
Filed 2026-10-14
W Advisors, LLC
UNCHANGED
Shares2,832 from 2,832
Change0 (0%)
Value$245.8K (-$4.9K)
Filed 2026-11-02
Great Diamond Partners, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$243.1K (-$4.9K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares2,740 from 2,779
Change-39 (-1%)
Value$237.9K (-$8.2K)
Filed 2026-10-28
Sicart Associates LLC
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$238.3K (-$3.4K)
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$240.9K ($0)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
NEW
Shares2,712
Change+2,712
Value$235.4K
Filed 2026-10-29
Appleton Partners Inc
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$233 (-$237.8K)
Filed 2026-10-30
Turning Point Benefit Group, Inc.
UNCHANGED
Shares2,684 from 2,684
Change0 (0%)
Value$229.5K (-$8.2K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares2,682 from 2,680
Change+2 (+0%)
Value$232.8K (-$4.5K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares2,665
Change+2,665
Value$231.3K
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares2,660 from 3,167
Change-507 (-16%)
Value$230.9K (-$49.5K)
Filed 2026-10-30
Spinnaker Investment Group, LLC
UNCHANGED
Shares2,639 from 2,639
Change0 (0%)
Value$229.1K (-$4.6K)
Filed 2026-10-13
Upper Left Wealth Management, LLC
DECREASED
Shares2,624 from 2,709
Change-85 (-3%)
Value$227.8K (-$12.1K)
Filed 2026-10-14
Trust Co of Vermont
DECREASED
Shares2,619 from 2,719
Change-100 (-4%)
Value$227.3K (-$13.4K)
Filed 2026-10-21
Kroeger Financial Partners
INCREASED
Shares2,610 from 2,581
Change+29 (+1%)
Value$226.5K (-$2.0K)
Filed 2026-10-19
Plancorp, LLC
NEW
Shares2,587
Change+2,587
Value$226.5K
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$224.0K (-$4.5K)
Filed 2026-10-20
Symmetry Partners, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$221.0K (-$4.4K)
Filed 2026-10-27
Powell Investment Advisors, LLC
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$220.1K (-$4.4K)
Filed 2026-10-22
Interchange Capital Partners, LLC
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$216.2K (-$4.3K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
UNCHANGED
Shares2,463 from 2,463
Change0 (0%)
Value$213.8K (-$4.3K)
Filed 2026-10-22
Charles Schwab Trust Co
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$213.7K (-$4.3K)
Filed 2026-10-15
Schaeffer Financial LLC
NEW
Shares2,459
Change+2,459
Value$213.4K
Filed 2026-10-23
Canandaigua National Trust Co of Florida
NEW
Shares2,437
Change+2,437
Value$211.5K
Filed 2026-10-07
Eagle Wealth Strategies LLC
UNCHANGED
Shares2,431 from 2,431
Change0 (0%)
Value$211.0K (-$4.2K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$210.9K (-$4.3K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$209.6K (-$4.2K)
Filed 2026-10-16
Capital Management Corp
UNCHANGED
Shares2,408 from 2,408
Change0 (0%)
Value$209.0K (-$4.2K)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED
Shares2,395 from 2,598
Change-203 (-8%)
Value$207.9K (-$22.1K)
Filed 2026-10-23
Carolina Wealth Management Inc
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$207.9K (-$4.2K)
Filed 2026-10-29
Cumberland Advisors Inc
DECREASED
Shares2,390 from 2,730
Change-340 (-12%)
Value$207.5K (-$34.3K)
Filed 2026-10-30
Simon Quick Advisors, LLC
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$203.5K (-$4.1K)
Filed 2026-10-26
Sentinel Advisory Group, LLC
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$203.4K (-$4.1K)
Filed 2026-10-20
Tucker Asset Management LLC
NEW
Shares2,330
Change+2,330
Value$202.2K
Filed 2026-10-29
Newton One Investments LLC
INCREASED
Shares2,330 from 2,325
Change+5 (+0%)
Value$202.3K (-$3.5K)
Filed 2026-10-14
OceanIQ Capital, LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$201.1K (-$14.0K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
NEW
Shares2,324
Change+2,324
Value$201.7K
Filed 2026-10-13
Armstrong Advisory Group, Inc
DECREASED
Shares2,303 from 2,607
Change-304 (-12%)
Value$199.9K (-$30.9K)
Filed 2026-10-09
Ascentis Wealth Management, LLC
INCREASED
Shares2,174 from 309
Change+1,865 (+604%)
Value$188.7K (+$161.3K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$171.4K (-$3.4K)
Filed 2026-10-09
4Thought Financial Group Inc.
INCREASED
Shares1,942 from 1,911
Change+31 (+2%)
Value$168.6K (-$630)
Filed 2026-11-02
Trust Co
DECREASED
Shares1,721 from 3,955
Change-2,234 (-56%)
Value$149.4K (-$200.8K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares1,711 from 1,709
Change+2 (+0%)
Value$148.5K (-$2.8K)
Filed 2026-11-03
Bochk Asset Management Ltd
NEW
Shares1,700
Change+1,700
Value$147.6K
Filed 2026-10-29
West Paces Advisors Inc.
UNCHANGED
Shares1,667 from 1,667
Change0 (0%)
Value$144.7K (-$2.9K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares1,615 from 1,701
Change-86 (-5%)
Value$140 (-$11)
Filed 2026-10-02
Cdkv Holdings LLC
DECREASED
Shares1,561 from 1,615
Change-54 (-3%)
Value$135.5K (-$7.5K)
Filed 2026-10-28
Arlington Trust Co LLC
NEW
Shares1,500
Change+1,500
Value$130.2K
Filed 2026-10-20
Manchester Capital Management LLC
NEW
Shares1,453
Change+1,453
Value$126.1K
Filed 2026-10-22
Payden & Rygel
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$110 (-$111.9K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares1,239 from 1,237
Change+2 (+0%)
Value$107.5K (-$2.0K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,236 from 1,233
Change+3 (+0%)
Value$107.3K (-$1.9K)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$102.3K (-$2.1K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$98.2K (-$2.0K)
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$96.4K (-$1.9K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares1,071 from 365
Change+706 (+193%)
Value$92.9K (+$60.6K)
Filed 2026-11-05
Thompson Investment Management, Inc.
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$92.1K (-$1.8K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$90.9K (-$1.8K)
Filed 2026-11-02
Hilltop National Bank
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$82.5K (-$1.7K)
Filed 2026-10-14
Gleason Group, Inc.
DECREASED
Shares928 from 1,191
Change-263 (-22%)
Value$80.6K (-$24.9K)
Filed 2026-10-15
First Pacific Financial
INCREASED
Shares902 from 899
Change+3 (+0%)
Value$78.3K (-$1.4K)
Filed 2026-10-14
Balentine LLC
INCREASED
Shares854 from 852
Change+2 (+0%)
Value$74.1K (-$1.3K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
DECREASED
Shares843 from 1,172
Change-329 (-28%)
Value$73.2K (-$30.6K)
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$73.1K (-$1.5K)
Filed 2026-10-19
Princeton Global Asset Management LLC
INCREASED
Shares837 from 821
Change+16 (+2%)
Value$72.6K (-$35)
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$70.7K (-$1.4K)
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$69.4K (-$1.4K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED
Shares767 from 802
Change-35 (-4%)
Value$66.6K (-$4.4K)
Filed 2026-11-02
Independence Bank of Kentucky
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$62.5K (-$1.3K)
Filed 2026-10-26
Union Savings Bank
NEW
Shares693
Change+693
Value$60.2K
Filed 2026-10-14
Mainstream Capital Management LLC
NEW
Shares688
Change+688
Value$59.7K
Filed 2026-10-23
Eastern Bank
DECREASED
Shares679 from 1,100
Change-421 (-38%)
Value$58.9K (-$38.5K)
Filed 2026-10-05
First Command Advisory Services, Inc.
DECREASED
Shares679 from 849
Change-170 (-20%)
Value$58.9K (-$16.2K)
Filed 2026-11-05
Oakworth Capital, Inc.
INCREASED
Shares596 from 106
Change+490 (+462%)
Value$51.7K (+$42.3K)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$50.6K (-$1.0K)
Filed 2026-10-30
Signature Equity Partners, LLC
DECREASED
Shares577 from 614
Change-37 (-6%)
Value$50.1K (-$4.3K)
Filed 2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$49.0K (-$984)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$47.7K (-$957)
Filed 2026-10-27
Security National Bank
NEW
Shares544
Change+544
Value$47.2K
Filed 2026-10-26
Blueline Advisors LLC
DECREASED
Shares508 from 684
Change-176 (-26%)
Value$44.1K (-$16.5K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares503 from 534
Change-31 (-6%)
Value$43.7K (-$3.6K)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$43.1K (-$863)
Filed 2026-11-04
First United Bank & Trust
DECREASED
Shares485 from 860
Change-375 (-44%)
Value$42.1K (-$34.0K)
Filed 2026-10-22
Sage Mountain Advisors LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$40.6K (-$815)
Filed 2026-11-02
Central Trust Co
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$36.9K (-$740)
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares401 from 1,201
Change-800 (-67%)
Value$34.8K (-$71.5K)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$34.7K (-$696)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$34.7K (-$696)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$33.9K (-$679)
Filed 2026-10-30
Kings Path Partners LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$32.3K (-$647)
Filed 2026-10-21
Carolina Wealth Advisors, LLC
NEW
Shares371
Change+371
Value$32.2K
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$32.1K (-$644)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$31.6K (-$634)
Filed 2026-10-26
Yankcom Partnership
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$31.0K (-$621)
Filed 2026-10-15
Bokf, NA
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$29.5K (-$592)
Filed 2026-10-27
MTM Investment Management, LLC
INCREASED
Shares313 from 312
Change+1 (+0%)
Value$27.2K (-$476)
Filed 2026-10-30
Horizons Wealth Management
NEW
Shares309
Change+309
Value$26.8K
Filed 2026-10-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$26.3K (-$527)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares297 from 282
Change+15 (+5%)
Value$26 (-$25.0K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares244 from 199
Change+45 (+23%)
Value$21.2K (+$3.7K)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares235
Change+235
Value$20.4K
Filed 2026-10-09
Realta Investment Advisors
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$20.3K (-$407)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares215
Change+215
Value$18.7K
Filed 2026-10-27
3 Factor Indexing, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$18.2K (-$366)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares208
Change+208
Value$18.1K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.4K (-$348)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.4K (-$348)
Filed 2026-10-27
MB, Levis & Associates, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$17.0K (-$298)
Filed 2026-10-16
Hager Investment Management Services, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$16.9K (-$339)
Filed 2026-11-04
Bell Investment Advisors, Inc
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$16.6K (-$333)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$16 ($0)
Filed 2026-11-04
Redwood Park Advisors LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$15.8K (-$276)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$15.2K (-$293)
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares173 from 158
Change+15 (+9%)
Value$15.0K (+$1.0K)
Filed 2026-10-02
True Wealth Design, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$14.0K (-$280)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares158
Change+158
Value$13.7K
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$12.0K (-$241)
Filed 2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$11.3K (-$227)
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.4K (-$209)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$9.9K (-$198)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares107
Change+107
Value$9.2K
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares100 from 700
Change-600 (-86%)
Value$8.7K (-$53.3K)
Filed 2026-10-13
Axiom Investment Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.7K (-$174)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$8.3K (-$167)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares86
Change+86
Value$7.5K
Filed 2026-11-04
Strengthening Families & Communities, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$7.1K (-$143)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$7.0K (-$141)
Filed 2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares73
Change+73
Value$6.3K
Filed 2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$6.3K (-$127)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares70
Change+70
Value$6.1K
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
NEW
Shares70
Change+70
Value$6.1K
Filed 2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.7K (-$99)
Filed 2026-10-15
Birchbrook, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.3K (-$106)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.6K (-$92)
Filed 2026-10-15
Viewpoint Capital Management LLC
NEW
Shares50
Change+50
Value$4.3K
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.3K (-$87)
Filed 2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.3K (-$87)
Filed 2026-11-03
Rakuten Securities, Inc.
DECREASED
Shares49 from 1,404
Change-1,355 (-97%)
Value$4.3K (-$120.1K)
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.5K (-$70)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.1K (-$63)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED
Shares34 from 1,084
Change-1,050 (-97%)
Value$3.0K (-$93.0K)
Filed 2026-10-15
Grove Bank & Trust
NEW
Shares33
Change+33
Value$2.9K
Filed 2026-10-08
Morling Financial Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.6K (-$52)
Filed 2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.5K (-$51)
Filed 2026-10-13
DecisionPoint Financial, LLC
NEW
Shares27
Change+27
Value$2.3K
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (-$44)
Filed 2026-10-06
Tsfg, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2 ($0)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.8K (-$37)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
NEW
Shares20
Change+20
Value$1.7K
Filed 2026-11-05
Kingdom Financial Group Llc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (-$32)
Filed 2026-11-04
Bear Mountain Capital, Inc.
NEW
Shares16
Change+16
Value$1.4K
Filed 2026-11-04
Entrust Financial LLC
DECREASED
Shares15 from 80
Change-65 (-81%)
Value$1.3K (-$5.8K)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (-$26)
Filed 2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$87 (-$3)
Filed 2026-10-01
Jefferies Financial Group Inc.
CLOSED
Shares0 from 45,929
Change-45,929 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-05
Avestar Capital, LLC
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
Sunesis Advisors, LLC
CLOSED
Shares0 from 9,718
Change-9,718 (-100%)
Value$0 (-$860.4K)
Filed 2026-10-26
RTD Financial Advisors, Inc.
CLOSED
Shares0 from 6,700
Change-6,700 (-100%)
Value$0 (-$593.2K)
Filed 2026-10-09
Barings LLC
CLOSED
Shares0 from 5,980
Change-5,980 (-100%)
Value$0 (-$529.5K)
Filed 2026-10-22
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 3,592
Change-3,592 (-100%)
Value$0 (-$318.0K)
Filed 2026-10-14
Luminvest Wealth Management LLC
CLOSED
Shares0 from 3,511
Change-3,511 (-100%)
Value$0 (-$310.9K)
Filed 2026-10-14
Florida Trust Wealth Management Co
CLOSED
Shares0 from 3,350
Change-3,350 (-100%)
Value$0 (-$296.6K)
Filed 2026-11-05
VestGen Advisors, LLC
CLOSED
Shares0 from 3,310
Change-3,310 (-100%)
Value$0 (-$293.1K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,984
Change-2,984 (-100%)
Value$0 (-$261.9K)
Filed 2026-11-02
RMR Wealth Builders
CLOSED
Shares0 from 2,696
Change-2,696 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-22
Churchill Financial Advisors, LLC
CLOSED
Shares0 from 2,680
Change-2,680 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-20
Sherman Wealth Management LLC
CLOSED
Shares0 from 2,564
Change-2,564 (-100%)
Value$0 (-$227.1K)
Filed 2026-10-16
Fischer Financial Services, Inc.
CLOSED
Shares0 from 2,533
Change-2,533 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 2,446
Change-2,446 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-29
Asempa Wealth Advisors
CLOSED
Shares0 from 2,395
Change-2,395 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-07
Elm3 Financial Group, LLC
CLOSED
Shares0 from 2,332
Change-2,332 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-07
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,330
Change-2,330 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 2,314
Change-2,314 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-13
Mraz, Amerine & Associates, Inc.
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-30
Granite Islands Private Wealth, LLC
CLOSED
Shares0 from 2,286
Change-2,286 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-16
Perennial Advisors, LLC
CLOSED
Shares0 from 2,267
Change-2,267 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-13
Highland Capital Management, LLC
CLOSED
Shares0 from 2,263
Change-2,263 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-26
Financial Management Professionals, Inc.
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-14
Hoey Investments, Inc
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-29
JPMorgan Chase & Co
N/A
Shares— from 43,777,897
Change-43,777,897 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,832,886
Change-16,832,886 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,396,425
Change-7,396,425 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 6,644,476
Change-6,644,476 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 5,119,205
Change-5,119,205 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 4,909,344
Change-4,909,344 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,798,188
Change-3,798,188 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,310,447
Change-3,310,447 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,034,381
Change-3,034,381 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,462,659
Change-2,462,659 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,237,011
Change-2,237,011 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 1,997,090
Change-1,997,090 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,963,126
Change-1,963,126 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,927,285
Change-1,927,285 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,772,022
Change-1,772,022 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 1,370,143
Change-1,370,143 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,360,009
Change-1,360,009 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 971,481
Change-971,481 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 942,904
Change-942,904 (-100%)
Value—
Stephens Greth Foundation
N/A
Shares— from 923,743
Change-923,743 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 861,099
Change-861,099 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 859,580
Change-859,580 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 795,976
Change-795,976 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 761,318
Change-761,318 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 720,641
Change-720,641 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 706,286
Change-706,286 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 686,128
Change-686,128 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 645,625
Change-645,625 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 590,190
Change-590,190 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 588,208
Change-588,208 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 573,633
Change-573,633 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 556,129
Change-556,129 (-100%)
Value—
State Street Corp
N/A
Shares— from 515,272
Change-515,272 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 514,862
Change-514,862 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 508,490
Change-508,490 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 503,116
Change-503,116 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 493,178
Change-493,178 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 489,926
Change-489,926 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 481,720
Change-481,720 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 465,400
Change-465,400 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 359,137
Change-359,137 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 354,176
Change-354,176 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 345,300
Change-345,300 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 333,186
Change-333,186 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 330,185
Change-330,185 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 328,614
Change-328,614 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 296,790
Change-296,790 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 294,912
Change-294,912 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 284,874
Change-284,874 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 283,483
Change-283,483 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 262,292
Change-262,292 (-100%)
Value—
Obsido Oy
N/A
Shares— from 257,049
Change-257,049 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 247,078
Change-247,078 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 243,112
Change-243,112 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 234,894
Change-234,894 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 230,380
Change-230,380 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 218,207
Change-218,207 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 206,708
Change-206,708 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 204,356
Change-204,356 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 199,581
Change-199,581 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 194,094
Change-194,094 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 192,064
Change-192,064 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 190,722
Change-190,722 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 189,364
Change-189,364 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 185,650
Change-185,650 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 179,765
Change-179,765 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 177,670
Change-177,670 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 175,932
Change-175,932 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 174,568
Change-174,568 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 168,904
Change-168,904 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 164,941
Change-164,941 (-100%)
Value—
Blair William & Co
N/A
Shares— from 163,414
Change-163,414 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 163,190
Change-163,190 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 162,316
Change-162,316 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 155,536
Change-155,536 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 149,488
Change-149,488 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 143,857
Change-143,857 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 142,574
Change-142,574 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 142,019
Change-142,019 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 139,053
Change-139,053 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 136,282
Change-136,282 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 136,251
Change-136,251 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 136,099
Change-136,099 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 126,943
Change-126,943 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 124,470
Change-124,470 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 123,630
Change-123,630 (-100%)
Value—
FMR LLC
N/A
Shares— from 122,459
Change-122,459 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 119,112
Change-119,112 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 112,700
Change-112,700 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 110,969
Change-110,969 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 110,502
Change-110,502 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 106,755
Change-106,755 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 98,397
Change-98,397 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 97,488
Change-97,488 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,284
Change-92,284 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 91,404
Change-91,404 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 91,047
Change-91,047 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 90,167
Change-90,167 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 86,569
Change-86,569 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 85,636
Change-85,636 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 84,486
Change-84,486 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 78,633
Change-78,633 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 72,676
Change-72,676 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 72,617
Change-72,617 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 71,102
Change-71,102 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 69,554
Change-69,554 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 67,769
Change-67,769 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 66,597
Change-66,597 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 64,544
Change-64,544 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 62,424
Change-62,424 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 59,268
Change-59,268 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 58,159
Change-58,159 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 57,810
Change-57,810 (-100%)
Value—
EFG International AG
N/A
Shares— from 56,846
Change-56,846 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 56,529
Change-56,529 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 55,894
Change-55,894 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 55,553
Change-55,553 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 55,300
Change-55,300 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 54,275
Change-54,275 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 52,415
Change-52,415 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 51,616
Change-51,616 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 49,872
Change-49,872 (-100%)
Value—
&partners
N/A
Shares— from 49,781
Change-49,781 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 49,554
Change-49,554 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 48,488
Change-48,488 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 48,048
Change-48,048 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 46,900
Change-46,900 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 46,095
Change-46,095 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 45,755
Change-45,755 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 45,327
Change-45,327 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 45,248
Change-45,248 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 45,173
Change-45,173 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 44,689
Change-44,689 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 44,445
Change-44,445 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 41,051
Change-41,051 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 40,931
Change-40,931 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 40,731
Change-40,731 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 40,346
Change-40,346 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 40,100
Change-40,100 (-100%)
Value—
S&CO Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 39,605
Change-39,605 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 39,503
Change-39,503 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 38,728
Change-38,728 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,266
Change-38,266 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 38,021
Change-38,021 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 37,695
Change-37,695 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,214
Change-37,214 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 34,775
Change-34,775 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 34,722
Change-34,722 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 34,076
Change-34,076 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 33,597
Change-33,597 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 33,391
Change-33,391 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 33,041
Change-33,041 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 32,785
Change-32,785 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 32,084
Change-32,084 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 31,129
Change-31,129 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 30,426
Change-30,426 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 29,997
Change-29,997 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 29,019
Change-29,019 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,925
Change-27,925 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 27,179
Change-27,179 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 26,966
Change-26,966 (-100%)
Value—
PJT Investments Corp.
N/A
Shares— from 25,669
Change-25,669 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 25,473
Change-25,473 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 24,693
Change-24,693 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 23,715
Change-23,715 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 22,642
Change-22,642 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 22,309
Change-22,309 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 22,261
Change-22,261 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 22,075
Change-22,075 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 21,499
Change-21,499 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 21,399
Change-21,399 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 21,286
Change-21,286 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 21,130
Change-21,130 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 21,050
Change-21,050 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 20,631
Change-20,631 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 20,088
Change-20,088 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 19,820
Change-19,820 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 19,795
Change-19,795 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 19,782
Change-19,782 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 19,445
Change-19,445 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 18,714
Change-18,714 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 18,428
Change-18,428 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 18,281
Change-18,281 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 18,092
Change-18,092 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,016
Change-18,016 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,640
Change-17,640 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,598
Change-17,598 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 17,250
Change-17,250 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 17,149
Change-17,149 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 16,739
Change-16,739 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,689
Change-16,689 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,259
Change-16,259 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 16,077
Change-16,077 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,044
Change-16,044 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 15,835
Change-15,835 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 15,740
Change-15,740 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 15,670
Change-15,670 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,437
Change-15,437 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 15,405
Change-15,405 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,270
Change-15,270 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 14,533
Change-14,533 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,420
Change-14,420 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 14,383
Change-14,383 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 13,647
Change-13,647 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 13,617
Change-13,617 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,511
Change-13,511 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 13,353
Change-13,353 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,232
Change-13,232 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 13,001
Change-13,001 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 12,503
Change-12,503 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 11,749
Change-11,749 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 11,280
Change-11,280 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,679
Change-10,679 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 10,337
Change-10,337 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 9,857
Change-9,857 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 9,647
Change-9,647 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,574
Change-9,574 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 9,514
Change-9,514 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,853
Change-8,853 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 8,366
Change-8,366 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 7,390
Change-7,390 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,388
Change-7,388 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 7,297
Change-7,297 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 6,783
Change-6,783 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,688
Change-5,688 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,771
Change-4,771 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 992
Change-992 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 732
Change-732 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 496
Change-496 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 345
Change-345 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Allianz SE
N/A
Shares— from 321
Change-321 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 312
Change-312 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 247
Change-247 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Motco
N/A
Shares— from 193
Change-193 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 115
Change-115 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 101
Change-101 (-100%)
Value—
S&T Bank
N/A
Shares— from 96
Change-96 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
Mather Group, Llc.
INCREASED8,990,8898,859,914+130,975+1%$784.5M$780.4M-$4.0M2026-10-14
Asset Management One Co., Ltd.
INCREASED6,286,9046,241,352+45,552+1%$552.6M$545.7M-$6.9M2026-10-27
Blue Trust, Inc.
INCREASED3,589,3623,428,812+160,550+5%$303.6M$311.6M+$8.0M2026-10-15
Willis Johnson Wealth, Inc.
INCREASED1,750,7331,740,632+10,101+1%$154.1M$152.0M-$2.2M2026-11-03
Creative Planning
INCREASED1,700,1671,585,590+114,577+7%$140.4M$147.6M+$7.2M2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED1,210,9471,203,938+7,009+1%$106.6M$105.1M-$1.5M2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED1,114,9081,888,476-773,568-41%$167.2M$96.8M-$70.4M2026-10-20
Stairway Partners, LLC
DECREASED1,079,2261,080,518-1,2920%$95.7M$93.7M-$2.0M2026-10-02
Garde Capital, Inc.
INCREASED1,076,4611,046,545+29,916+3%$92.7M$93.4M+$775.7K2026-10-29
Angeles Wealth Management, LLC
INCREASED854,809817,271+37,538+5%$72.4M$74.2M+$1.8M2026-10-26
Presilium Private Wealth, LLC
INCREASED671,967641,678+30,289+5%$56.8M$58.3M+$1.5M2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED600,773412,938+187,835+45%$36.6M$52.1M+$15.6M2026-11-03
Assetmark, Inc
DECREASED511,275535,374-24,099-4%$47.4M$44.4M-$3.0M2026-10-21
Tanager Wealth Management LLP
INCREASED419,396405,842+13,554+3%$35.9M$36.4M+$470.3K2026-10-19
Cooper S Advisors, LLC
INCREASED289,134285,793+3,341+1%$25.3M$25.1M-$207.3K2026-11-03
WealthBridge Investment Counsel Inc.
DECREASED275,367275,892-5250%$24.4K$23.9K-$5252026-10-13
Anderson Hoagland & Co
INCREASED270,643254,060+16,583+7%$22.5M$23.5M+$997.3K2026-10-23
Courier Capital LLC
DECREASED264,922294,132-29,210-10%$26.0M$23.0M-$3.0M2026-10-19
Journey Advisory Group, LLC
INCREASED262,583241,195+21,388+9%$21.4M$22.8M+$1.4M2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED247,278255,873-8,595-3%$22.7M$21.1M-$1.5M2026-11-04
BFI Infinity Ltd.
DECREASED232,604241,646-9,042-4%$21.4M$20.2M-$1.2M2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED213,651204,324+9,327+5%$18.1M$18.5M+$454.2K2026-11-02
TD Waterhouse Canada Inc.
INCREASED206,566203,793+2,773+1%$17.9M$17.6M-$332.9K2026-10-16
Allied Investment Advisors, LLC
INCREASED198,110171,665+26,445+15%$15.2M$17.2M+$2.0M2026-10-13
AGF Management LTD
DECREASED192,587205,845-13,258-6%$18.2M$16.7M-$1.5M2026-11-03
Zeit Capital LLC
DECREASED190,758192,527-1,769-1%$17.0M$16.6M-$488.5K2026-10-19
Nisa Investment Advisors, LLC
UNCHANGED190,000190,00000%$16.8M$16.5M-$330.6K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED179,081143,473+35,608+25%$12.7M$15.3M+$2.6M2026-10-13
Integris Wealth Management, LLC
INCREASED175,284166,315+8,969+5%$14.7M$15.2M+$489.1K2026-10-14
Moller Wealth Partners
INCREASED162,740156,477+6,263+4%$13.9M$14.1M+$271.4K2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED157,522188,810-31,288-17%$16.7M$13.7M-$3.0M2026-10-16
Cordoba Advisory Partners LLC
INCREASED156,690155,920+770+0%$13.8M$13.6M-$204.2K2026-10-19
Catalyst Capital Advisors LLC
INCREASED153,048110,502+42,546+39%$9.8M$13.3M+$3.5M2026-11-02
MRA Advisory Group
DECREASED150,580198,329-47,749-24%$17.6M$13.1M-$4.5M2026-10-07
GFS Advisors, LLC
INCREASED150,350146,915+3,435+2%$125.1K$13.1M+$12.9M2026-11-03
Commonwealth Equity Services, LLC
DECREASED149,769190,222-40,453-21%$16.8M$13.0M-$3.8M2026-11-02
BigSur Wealth Management LLC
UNCHANGED146,390146,39000%$13.0M$12.7M-$254.7K2026-10-13
MinichMacGregor Wealth Management, LLC
INCREASED144,429140,691+3,738+3%$12.5M$12.5M+$79.7K2026-10-14
Old Second National Bank of Aurora
DECREASED140,206141,833-1,627-1%$12.6M$12.2M-$388.0K2026-10-22
Choreo, LLC
INCREASED134,63617,436+117,200+672%$1.5M$11.7M+$10.1M2026-10-28
Fifth Third Bancorp
DECREASED134,099863,735-729,636-84%$76.5M$11.6M-$64.8M2026-11-05
Fulcrum Wealth Advisors, LLC
INCREASED126,41865,590+60,828+93%$5.8M$11.0M+$5.2M2026-10-16
Discipline Wealth Solutions, LLC
INCREASED121,861121,506+355+0%$10.8M$10.6M-$180.6K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED120,879109,520+11,359+10%$9.7M$10.5M+$795.4K2026-11-05
Ameraudi Asset Management, Inc.
INCREASED120,846120,312+534+0%$10.7M$10.5M-$163.0K2026-11-05
Citigroup Inc
INCREASED115,73171,290+44,441+62%$6.3M$10.0M+$3.7M2026-11-04
Ameliora Wealth Management Ltd.
INCREASED111,162106,153+5,009+5%$9.4M$9.6M+$250.1K2026-10-23
Truist Financial Corp
DECREASED103,339108,206-4,867-4%$9.6M$9.0M-$610.7K2026-10-30
Silphium Asset Management Ltd
UNCHANGED101,400101,40000%$9.0M$8.8M-$176.4K2026-10-27
Kestra Advisory Services, LLC
INCREASED92,63686,525+6,111+7%$7.7M$8.0M+$379.9K2026-11-02
Bank of New York Mellon Corp
DECREASED90,75692,291-1,535-2%$8.2M$7.9M-$293.9K2026-11-05
Grange Capital, LLC
DECREASED90,72391,138-4150%$8.1M$7.9M-$194.6K2026-10-20
Juncture Wealth Strategies, LLC
INCREASED89,38083,967+5,413+6%$7.4M$7.8M+$323.7K2026-10-06
Dmkc Advisory Services, LLC
INCREASED88,70282,378+6,324+8%$7.3M$7.7M+$405.6K2026-11-04
Burton Enright Welch
DECREASED85,19087,560-2,370-3%$7.8M$7.4M-$358.1K2026-11-04
Fluent Financial, LLC
INCREASED83,45583,241+214+0%$7.4M$7.2M-$126.3K2026-10-13
Harbor Capital Advisors, Inc.
DECREASED81,79582,949-1,154-1%$7.3M$7.1K-$7.3M2026-10-22
Magnus Financial Group LLC
DECREASED80,95081,367-417-1%$7.2M$7.0M-$177.8K2026-10-21
Vaquero Private Wealth, LTD
INCREASED79,04474,260+4,784+6%$6.6M$6.9M+$286.0K2026-10-27
Keystone Global Partners, LLC
DECREASED78,604138,932-60,328-43%$12.3M$6.8M-$5.5M2026-10-13
IPG Investment Advisors LLC
DECREASED77,32478,486-1,162-1%$6.9M$6.7M-$237.4K2026-10-30
Addis & Hill, Inc
UNCHANGED76,30276,30200%$6.8M$6.8M$02026-10-19
Farmers & Merchants Investments Inc
UNCHANGED74,71974,71900%$6.6M$6.5M-$130.0K2026-10-22
Lake Street Private Wealth, LLC
DECREASED72,75177,775-5,024-6%$6.9M$6.3M-$570.6K2026-10-22
Avior Wealth Management, LLC
DECREASED70,16078,691-8,531-11%$7.0M$6.1M-$877.4K2026-10-13
Inlight Wealth Management, LLC
UNCHANGED67,70267,70200%$67.7K$67.7K$02026-10-21
Prospera Financial Services Inc
INCREASED67,0179,420+57,597+611%$834.4K$5.9M+$5.0M2026-11-04
Cooksen Wealth, LLC
INCREASED62,84060,793+2,047+3%$5.4M$5.4M+$23.5K2026-10-13
Amitell Capital Pte Ltd
UNCHANGED60,95660,95600%$5.4M$5.3M-$106.1K2026-11-02
Rockingstone Advisors LLC
DECREASED60,46760,542-750%$5.4M$5.2M-$111.9K2026-10-16
SBI Securities Co., Ltd.
INCREASED60,21459,371+843+1%$5.3M$5.2M-$30.1K2026-10-22
Seven Bridges Advisors LLC
DECREASED60,12463,192-3,068-5%$5.6M$5.2M-$376.3K2026-10-07
Hyposwiss Advisors SA
INCREASED58,57758,177+400+1%$5.2M$5.1M-$66.5K2026-10-26
Wesbanco Bank Inc
DECREASED56,34878,312-21,964-28%$6.9M$4.9M-$2.0M2026-11-04
Stevens Capital Partners
INCREASED52,74842,488+10,260+24%$3.8M$4.6M+$816.7K2026-10-29
Sarasin & Partners LLP
DECREASED52,66656,850-4,184-7%$5.0M$4.6M-$462.1K2026-10-13
Accredited Investors Inc.
DECREASED49,02566,268-17,243-26%$5.9M$4.3M-$1.6M2026-11-03
Sharper & Granite LLC
INCREASED47,83845,148+2,690+6%$4.0M$3.9M-$54.1K2026-11-02
Ledyard National Bank
DECREASED46,94648,551-1,605-3%$4.3M$4.1M-$223.8K2026-10-21
Innova Wealth Partners
INCREASED45,9218,758+37,163+424%$775.4K$4.0M+$3.2M2026-10-21
Wedmont Private Capital
INCREASED45,52044,126+1,394+3%$3.9M$3.9M-$19.4K2026-10-09
Pictet North America Advisors SA
INCREASED45,11440,232+4,882+12%$3.6M$3.9M+$353.8K2026-10-21
Leo Wealth, LLC
NEW44,748—+44,748——$3.9M—2026-10-26
Commerce Advisors, LLC
INCREASED44,54029,925+14,615+49%$2.6M$3.9M+$1.2M2026-10-19
Madson Wealth Advisors Inc
INCREASED44,44540,199+4,246+11%$3.6M$3.9M+$298.5K2026-10-13
Mechanics Bank Trust Department
INCREASED43,49238,894+4,598+12%$3.4M$3.8M+$331.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED43,22142,527+694+2%$3.8M$3.8K-$3.8M2026-11-02
Chesley Taft & Associates LLC
INCREASED42,52040,845+1,675+4%$3.6M$3.7M+$74.3K2026-10-13
Tiller Private Wealth, Inc.
DECREASED42,42145,183-2,762-6%$4.0M$3.7M-$318.4K2026-10-26
Capital Squared Financial LLC
INCREASED41,45439,609+1,845+5%$3.5M$3.6M+$91.2K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED39,58327,825+11,758+42%$2.5M$3.4M+$972.1K2026-10-16
Vontobel Holding Ltd.
INCREASED38,92936,489+2,440+7%$3.2M$3.4M+$148.3K2026-10-16
Advisors Management Group Inc
DECREASED37,24937,365-1160%$3.3M$3.2K-$3.3M2026-11-05
Evanson Financial, LLC
INCREASED37,02130,657+6,364+21%$2.7M$3.2M+$499.0K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED36,36638,738-2,372-6%$3.4M$3.2M-$273.4K2026-10-30
Independent Financial Group, LLC
INCREASED35,66633,917+1,749+5%$3.0M$3.1M+$92.9K2026-10-13
Ritholtz Wealth Management
INCREASED34,82234,411+411+1%$3.0M$3.0M-$24.2K2026-11-05
Grey Ledge Advisors, LLC
INCREASED34,40534,382+23+0%$3.0M$3.0M-$57.8K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED34,15034,15000%$3.0M$3.0M-$59.4K2026-10-14
Hickory Point Bank & Trust
DECREASED33,05234,252-1,200-3%$3.0M$2.9M-$163.8K2026-10-01
E&G Advisors, LLC
DECREASED31,93332,128-195-1%$2.8M$2.8M-$72.5K2026-10-13
Montecito Bank & Trust
DECREASED31,73831,848-1100%$2.8M$2.8M-$65.0K2026-10-01
Pinnacle Associates LTD
DECREASED29,62431,108-1,484-5%$2.8M$2.6M-$182.9K2026-10-20
Trinity Wealth Management, LLC
NEW29,453—+29,453——$2.6M—2026-10-13
GoalVest Advisory LLC
DECREASED29,21052,252-23,042-44%$4.6M$2.5M-$2.1M2026-10-02
HB Wealth Management, LLC
INCREASED27,63016,876+10,754+64%$1.5M$2.4M+$904.0K2026-10-23
MacKenzie Financial Corp
INCREASED26,91022,900+4,010+18%$2.0M$2.3M+$308.2K2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED26,79226,79200%$2.3M$2.3M-$5.5K2026-11-04
Perigon Wealth Management, LLC
INCREASED26,73825,642+1,096+4%$2.3M$2.3M+$50.5K2026-10-22
Washington Growth Strategies LLC
DECREASED26,53026,943-413-2%$2.4M$2.3M-$82.7K2026-10-19
Liberty Capital Management, Inc.
INCREASED25,52725,022+505+2%$2.2M$2.2M+$2962026-11-02
First Bank & Trust
UNCHANGED25,47925,47900%$2.3M$2.2M-$44.3K2026-10-19
Certuity, LLC
INCREASED25,15924,714+445+2%$2.2M$2.2M-$4.4K2026-11-02
River Street Advisors LLC
DECREASED25,01225,393-381-1%$2.2M$2.2M-$77.3K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED24,71524,537+178+1%$2.2M$2.1M-$27.2K2026-10-27
White Lighthouse Investment Management Inc.
INCREASED24,59124,312+279+1%$2.2M$2.1M-$18.1K2026-10-21
Farther Finance Advisors, LLC
INCREASED24,52217,445+7,077+41%$1.5M$2.1M+$583.9K2026-10-08
Genesee Capital Advisors, LLC
DECREASED24,50624,678-172-1%$2.2M$2.1M-$57.8K2026-10-20
F&V Capital Management, LLC
UNCHANGED24,21224,21200%$2.1M$2.1K-$2.1M2026-10-19
MGO One Seven LLC
INCREASED23,13920,528+2,611+13%$1.8M$2.0M+$190.9K2026-10-28
Family Wealth Partners, LLC
DECREASED22,72023,125-405-2%$2.0M$2.0M-$75.4K2026-10-20
Canandaigua National Bank & Trust Co
DECREASED22,24623,081-835-4%$2.0M$1.9M-$112.6K2026-10-07
Clear Harbor Asset Management, LLC
UNCHANGED22,11622,11600%$2.0M$1.9M-$38.5K2026-11-05
Parthenon LLC
DECREASED21,85622,256-400-2%$2.0M$1.9M-$73.4K2026-10-22
Chicago Capital, LLC
INCREASED21,66121,484+177+1%$1.9M$1.9M-$22.0K2026-10-13
Summit Asset Management, LLC
DECREASED21,36023,106-1,746-8%$2.0M$1.9M-$191.7K2026-11-05
Rebalance, LLC
INCREASED20,77920,727+52+0%$1.8M$1.8M-$31.6K2026-10-22
Angeles Investment Advisors, LLC
NEW20,770—+20,770——$1.8M—2026-10-22
PW Nova Financial Services LLC
INCREASED20,39814,014+6,384+46%$1.2M$1.8M+$529.7K2026-10-15
Hedges Asset Management LLC
DECREASED20,00021,000-1,000-5%$1.9M$1.7M-$123.3K2026-10-29
Parallel Advisors, LLC
INCREASED19,24819,231+17+0%$1.7M$1.7M-$32.0K2026-11-03
Kurv Investment Management LLC
INCREASED18,06014,350+3,710+26%$1.3M$1.6M+$297.1K2026-10-28
Viewpoint Investment Partners Corp
UNCHANGED18,00018,00000%$1.6M$1.6M-$29.0K2026-10-26
Prism Advisors, Inc.
UNCHANGED17,36217,36200%$1.5M$1.5M-$54.0K2026-10-09
Breakwater Investment Management
DECREASED17,27918,140-861-5%$1.6M$1.5M-$106.3K2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED16,98416,015+969+6%$1.4M$1.5M+$56.2K2026-10-22
South Shore Capital Advisors
INCREASED16,5878,582+8,005+93%$759.9K$1.4M+$679.9K2026-10-20
Blueprint Financial Advisors LLC
NEW16,487—+16,487——$1.4M—2026-10-28
Carnegie Investment Counsel
INCREASED16,29514,110+2,185+15%$1.2M$1.4M+$165.1K2026-10-20
Collective Family Office LLC
DECREASED15,77715,802-250%$1.4M$1.4M-$29.7K2026-10-05
Apella Capital, LLC
INCREASED15,55715,536+21+0%$1.4M$1.3M-$52.3K2026-10-08
Wedbush Securities Inc
INCREASED14,96614,501+465+3%$1.3M$1.3K-$1.3M2026-10-22
McHugh Group, LLC
UNCHANGED13,75013,75000%$1.2M$1.2M-$23.9K2026-10-19
Aries Wealth Management
INCREASED13,70012,500+1,200+10%$1.1M$1.2M+$82.4K2026-10-23
Sage Capital Advisors,llc
UNCHANGED13,64013,64000%$1.2M$1.2M-$23.7K2026-10-13
Westside Investment Management, Inc.
DECREASED13,37513,405-300%$1.2M$1.2M-$26.0K2026-11-02
Sonata Capital Group Inc
UNCHANGED13,10913,10900%$1.2M$1.1M-$22.8K2026-10-19
Signaturefd, LLC
INCREASED12,92411,736+1,188+10%$1.0M$1.1M+$82.7K2026-10-23
American Institute for Advanced Investment Management, LLP
INCREASED12,76012,484+276+2%$1.1M$1.1M+$2.2K2026-11-03
Biltmore Family Office, LLC
UNCHANGED12,72712,72700%$1.1M$1.1M-$22.1K2026-11-03
Cypress Financial Planning LLC
DECREASED12,72112,783-620%$1.1M$1.1M-$27.6K2026-10-09
Private Trust Co NA
DECREASED12,63714,649-2,012-14%$1.3M$1.1M-$200.1K2026-10-20
Spire Wealth Management
UNCHANGED12,55812,55800%$1.1M$1.1M-$21.8K2026-10-30
Analyst IMS Investment Management Services Ltd.
DECREASED12,50413,560-1,056-8%$1.2M$1.1K-$1.2M2026-11-05
Trek Financial, LLC
INCREASED12,1366,635+5,501+83%$587.5K$1.1M+$465.9K2026-10-29
Harel Insurance Investments & Financial Services Ltd.
INCREASED12,12211,322+800+7%$1.0M$1.1K-$1.0M2026-11-02
DWR Wealth Management, LLC
DECREASED11,67311,940-267-2%$1.1M$1.0M-$26.0K2026-10-13
Cullen T Bankers, Inc.
UNCHANGED11,11811,11800%$984.4K$965.0K-$19.3K2026-10-28
Oppenheimer & Co Inc
DECREASED11,10711,543-436-4%$1.0M$964.1K-$57.9K2026-10-26
US Bancorp \de\
INCREASED11,0389,238+1,800+19%$817.9K$958.1K+$140.2K2026-11-05
Portland Financial Advisors Inc
UNCHANGED10,95310,95300%$969.8K$950.7K-$19.1K2026-10-26
Blueprint Investment Partners LLC
NEW10,717—+10,717——$930.3K—2026-10-28
Ascentis Independent Advisors
INCREASED10,7082,636+8,072+306%$233.4K$929.4K+$696.0K2026-11-03
Davenport & Co LLC
DECREASED10,65311,614-961-8%$1.0M$924.7K-$103.6K2026-10-14
Roger Wittlin Investment Advisory, LLC
INCREASED10,49610,470+26+0%$927.1K$911.1K-$16.0K2026-10-19
Cidel Asset Management Inc
UNCHANGED10,49010,49000%$928.8K$910.5K-$18.3K2026-10-29
Nilsine Partners, LLC
INCREASED10,3262,326+8,000+344%$205.9K$896.3K+$690.4K2026-11-02
Insight Advisors, LLC/ PA
INCREASED10,2805,819+4,461+77%$515.2K$892.3K+$377.1K2026-10-22
Park Avenue Securities LLC
DECREASED9,89610,723-827-8%$949.0K$859-$948.1K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED9,8559,165+690+8%$811.5K$856.3K+$44.8K2026-11-03
Advisor Resource Council
INCREASED9,7419,299+442+5%$836.6K$840.5K+$3.8K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,69411,173-1,479-13%$989.3K$841.5K-$147.8K2026-10-14
Retirement Planning Group, LLC
INCREASED9,5197,896+1,623+21%$699.1K$826.2K+$127.1K2026-10-19
Lido Advisors, LLC
INCREASED9,4596,333+3,126+49%$560.8K$821.0K+$260.3K2026-11-04
Joel Isaacson & Co., LLC
INCREASED9,3709,347+23+0%$827.6K$813.3K-$14.3K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED9,3290+9,329—$11$809.7K+$809.7K2026-11-04
Yoffe Investment Management, LLC
UNCHANGED9,2709,27000%$820.8K$804.7K-$16.1K2026-11-02
Maseco LLP
INCREASED8,9038,883+20+0%$786.4K$772.9K-$13.5K2026-10-27
Brighton Jones LLC
DECREASED8,8329,018-186-2%$798.5K$766.6K-$31.9K2026-11-03
Mascagni Wealth Management, Inc.
DECREASED8,7798,789-100%$778.2K$762.0K-$16.2K2026-10-23
Rothschild & Co Wealth Management UK Ltd
UNCHANGED8,6668,66600%$767.3K$752.2K-$15.1K2026-10-20
Fiduciary Alliance LLC
DECREASED8,6538,703-50-1%$770.6K$751.1K-$19.5K2026-10-13
Quartz Partners, LLC
INCREASED8,5203,060+5,460+178%$270.9K$739.5K+$468.6K2026-11-03
Seamount Financial Group Inc
DECREASED8,4108,568-158-2%$758.6K$730.0K-$28.6K2026-10-21
BlueSky Wealth Advisors, LLC
UNCHANGED8,4058,40500%$744.2K$729.6K-$14.6K2026-10-29
Councilor Wealth, LLC
DECREASED8,2799,263-984-11%$820.2K$718.6K-$101.6K2026-10-09
Welch & Forbes LLC
UNCHANGED8,1048,10400%$717.5K$703.4K-$14.1K2026-11-04
TD Private Client Wealth LLC
DECREASED7,9588,246-288-3%$730.1K$690.8K-$39.3K2026-10-28
StoneX Group Inc.
NEW7,911—+7,911——$686.7K—2026-11-03
Nvwm, LLC
INCREASED7,8957,883+12+0%$698.0K$685.3K-$12.7K2026-10-14
Arsenal Capital Advisors LLC
UNCHANGED7,7867,78600%$689.4K$675.8K-$13.5K2026-11-02
Compound Planning, Inc.
INCREASED7,7177,710+7+0%$682.7K$669.9K-$12.8K2026-11-05
Mission Wealth Management, LP
INCREASED7,7007,578+122+2%$670.9K$668.3K-$2.6K2026-10-15
Salem Investment Counselors Inc
INCREASED7,6987,697+1+0%$681.5K$668.2K-$13.3K2026-10-13
Axxcess Wealth Management, LLC
INCREASED7,4784,431+3,047+69%$392.3K$649.0K+$256.7K2026-10-21
Clark Asset Management, LLC
INCREASED7,3787,106+272+4%$629.2K$640.4K+$11.2K2026-10-19
Capstone Wealth Management Group, Inc.
INCREASED7,3666,971+395+6%$617.2K$639.4K+$22.2K2026-10-19
Gemmer Asset Management LLC
DECREASED7,3647,377-130%$653.1K$639.2K-$14.0K2026-10-16
Pinion Investment Advisors, LLC
DECREASED7,36221,027-13,665-65%$1.9M$639.0K-$1.2M2026-11-04
Great Waters Wealth Management
DECREASED7,3317,365-340%$652.1K$636.3K-$15.8K2026-10-07
Fiduciary Financial Group, LLC
DECREASED7,2857,480-195-3%$662.3K$632.3K-$29.9K2026-10-13
Evolution Wealth Advisors, LLC
DECREASED7,2807,313-330%$647.5K$631.9K-$15.6K2026-11-03
IFP Advisors, Inc
DECREASED7,2588,444-1,186-14%$747.6K$630.0K-$117.6K2026-10-16
Romano Brothers and Company
UNCHANGED7,1297,12900%$631.2K$618.8K-$12.4K2026-10-22
One Day In July LLC
DECREASED7,0907,205-115-2%$637.9K$615.4K-$22.5K2026-10-30
Activest Wealth Management
UNCHANGED7,0787,07800%$626.7K$614.4K-$12.3K2026-10-15
Sincerus Advisory, LLC
INCREASED6,9956,978+17+0%$617.8K$607.2K-$10.6K2026-10-09
Peck Wealth Management, LLC
DECREASED6,9947,221-227-3%$639.3K$607.1K-$32.3K2026-10-29
LCW Services, LLC
INCREASED6,9516,696+255+4%$592.9K$603.3K+$10.5K2026-10-21
Keybank National Association
DECREASED6,9067,608-702-9%$673.6K$599.4K-$74.2K2026-11-04
Maia Wealth LLC
INCREASED6,9046,452+452+7%$571.3K$599.3K+$28.0K2026-10-19
Facet Wealth, Inc.
INCREASED6,8686,597+271+4%$584.1K$596.1K+$12.0K2026-11-04
Ifrah Financial Services, Inc.
DECREASED6,7026,770-68-1%$599.4K$581.7K-$17.7K2026-10-13
Brookstone Capital Management
INCREASED6,6145,947+667+11%$526.5K$574.1K+$47.6K2026-10-22
Elmwood Wealth Management, Inc.
INCREASED6,4486,359+89+1%$563.0K$559.7K-$3.3K2026-10-14
Narwhal Capital Management
UNCHANGED6,4006,40000%$566.7K$555.5K-$11.1K2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED6,2456,24500%$552.9K$542.1K-$10.9K2026-11-04
Xcel Wealth Management, LLC
DECREASED6,1706,270-100-2%$555.1K$535.6K-$19.6K2026-10-26
Crescent Grove Advisors, LLC
DECREASED6,1396,418-279-4%$568.3K$532.9K-$35.4K2026-10-21
Intesa Sanpaolo Wealth Management
UNCHANGED6,1296,12900%$542.7K$532.0K-$10.7K2026-10-28
Lyell Wealth Management, LP
UNCHANGED5,8515,85100%$518.0K$507.9K-$10.2K2026-10-30
Breakwater Capital Group
INCREASED5,8415,736+105+2%$507.9K$507.0K-$8812026-10-09
James Investment Research, Inc.
DECREASED5,8226,827-1,005-15%$604.5K$505.4K-$99.1K2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED5,7435,74300%$508.5K$498.5K-$10.0K2026-10-08
Vise Technologies, Inc.
INCREASED5,7072,974+2,733+92%$263.3K$495.4K+$232.1K2026-10-29
Legacy Advisors, LLC
UNCHANGED5,6775,67700%$502.6K$492.8K-$9.9K2026-10-19
Lavelle Capital LP
NEW5,645—+5,645——$490.0K—2026-11-03
Life Planning Partners, Inc
UNCHANGED5,6375,63700%$499.1K$489.3K-$9.8K2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED5,5775,57700%$493.8K$484.1K-$9.7K2026-10-28
Citizens Financial Group Inc
INCREASED5,5325,057+475+9%$447.7K$480.1K+$32.4K2026-10-23
Summit Financial Wealth Advisors, LLC
UNCHANGED5,5135,51300%$488.1K$478.5K-$9.6K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED5,4895,482+7+0%$485.4K$476.4K-$9.0K2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
DECREASED5,4765,506-30-1%$487.5K$475.3K-$12.1K2026-10-23
Granite FO LLC
UNCHANGED5,4355,43500%$481.2K$471.8K-$9.5K2026-10-14
Piscataqua Savings Bank
UNCHANGED5,4015,40100%$478.2K$468.8K-$9.4K2026-10-21
Ballast Rock Private Wealth LLC
INCREASED5,3935,380+13+0%$476.4K$468.1K-$8.2K2026-10-26
Patrick M Sweeney & Associates, Inc
UNCHANGED5,3075,30700%$469.9K$460.6K-$9.2K2026-10-22
Diversify Advisory Services, LLC
INCREASED5,3005,144+156+3%$457.0K$462.2K+$5.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED5,3005,144+156+3%$457.0K$462.2K+$5.2K2026-10-20
Hengehold Capital Management LLC
DECREASED5,22810,735-5,507-51%$950.5K$453.8K-$496.7K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED5,0743,415+1,659+49%$302.3K$440.5K+$138.1K2026-10-23
ZWJ Investment Counsel Inc
INCREASED5,0424,563+479+11%$404.0K$437.6K+$33.6K2026-10-15
Moneywise, Inc.
NEW5,035—+5,035——$437.0K—2026-10-30
Carrera Capital Advisors
INCREASED4,9464,934+12+0%$436.8K$429.3K-$7.5K2026-11-03
Curbstone Financial Management Corp
UNCHANGED4,7764,77600%$422.9K$414.6K-$8.3K2026-10-21
SeaBridge Investment Advisors LLC
DECREASED4,7714,923-152-3%$435.9K$414.1K-$21.8K2026-11-02
HUB Investment Partners, LLC
UNCHANGED4,6984,69800%$416.0K$407.8K-$8.2K2026-11-03
Diligent Investors, LLC
INCREASED4,6964,685+11+0%$414.8K$407.6K-$7.2K2026-10-21
BOS Asset Management, LLC
DECREASED4,6936,675-1,982-30%$591.0K$407.4K-$183.7K2026-10-09
Versant Capital Management, Inc
DECREASED4,6614,753-92-2%$420.8K$404.6K-$16.2K2026-10-02
Verdence Capital Advisors LLC
DECREASED4,63614,784-10,148-69%$1.3M$402.4K-$906.6K2026-10-26
Strategic Blueprint, LLC
DECREASED4,6307,446-2,816-38%$659.3K$401.9K-$257.4K2026-10-22
M Holdings Securities, Inc.
NEW4,574—+4,574——$397—2026-11-03
Venture Visionary Partners LLC
INCREASED4,5534,067+486+12%$360.1K$395.2K+$35.1K2026-10-07
Taylor Financial Group, Inc.
UNCHANGED4,4334,43300%$392.5K$384.8K-$7.7K2026-11-02
Avity Investment Management Inc.
DECREASED4,4005,400-1,000-19%$478.1K$381.9K-$96.2K2026-10-09
KCM Investment Advisors LLC
UNCHANGED4,3634,36300%$386.3K$378.7K-$7.6K2026-10-27
Crumly & Associates Inc.
INCREASED4,3502,458+1,892+77%$217.6K$377.6K+$159.9K2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED4,3044,280+24+1%$376.9K$373.6K-$3.4K2026-10-13
Larson Financial Group LLC
INCREASED4,2962,511+1,785+71%$222.3K$372.9K+$150.6K2026-11-05
AlphaCore Capital LLC
INCREASED4,2701,470+2,800+190%$130.2K$370.6K+$240.5K2026-11-04
Daymark Wealth Partners, LLC
INCREASED4,2574,027+230+6%$356.6K$369.5K+$12.9K2026-11-04
Macroview Investment Management LLC
INCREASED4,2274,105+122+3%$363.5K$366.9K+$3.4K2026-10-26
Hudock, Inc.
INCREASED4,1984,191+7+0%$371.1K$364.4K-$6.7K2026-10-14
Arta Finance Wealth Management LLC
INCREASED4,1794,056+123+3%$359.1K$362.7K+$3.6K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED4,1694,749-580-12%$420.5K$361.9K-$58.6K2026-10-13
Koshinski Asset Management, Inc.
INCREASED4,1444,076+68+2%$360.9K$359.7K-$1.2K2026-10-29
Cove Private Wealth, LLC
UNCHANGED4,0584,05800%$359.3K$352.2K-$7.1K2026-10-28
Aspiriant, LLC
UNCHANGED4,0234,02300%$356.2K$349.2K-$7.0K2026-10-16
Asset Dedication, LLC
UNCHANGED4,0104,01000%$355.0K$348.1K-$7.0K2026-11-03
Capital Management Associates, Inc
UNCHANGED4,0004,00000%$354.2K$347.2K-$7.0K2026-10-20
Argyle Capital Partners, LLC
DECREASED3,9933,994-10%$353.6K$346.6K-$7.1K2026-10-23
Silverlake Wealth Management LLC
DECREASED3,9834,268-285-7%$377.9K$345.7K-$32.2K2026-10-21
Jacobi Capital Management LLC
DECREASED3,9123,991-79-2%$353.3K$339.5K-$13.8K2026-11-05
Founders Financial Securities LLC
DECREASED3,8793,922-43-1%$347.3K$336.7K-$10.6K2026-10-28
Capital Investment Advisors, LLC
INCREASED3,8653,682+183+5%$326.0K$335.5K+$9.5K2026-10-22
Modera Wealth Management, LLC
INCREASED3,8253,817+8+0%$337.9K$332.1K-$5.9K2026-10-28
Directional Asset Management
INCREASED3,8153,806+9+0%$337.0K$331.2K-$5.8K2026-10-22
Rockwood Wealth Management, LLC
UNCHANGED3,7893,78900%$335.4K$328.9K-$6.6K2026-10-27
Shoker Investment Counsel, Inc.
INCREASED3,7503,748+2+0%$331.9K$325.6K-$6.3K2026-11-04
Gerber Kawasaki Wealth & Investment Management
DECREASED3,7263,806-80-2%$337.0K$323.4K-$13.6K2026-10-29
Rinkey Investments
INCREASED3,7223,515+207+6%$311.2K$323.1K+$11.9K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED3,6704,024-354-9%$356.3K$318.6K-$37.7K2026-10-27
Three Bridge Wealth Advisors, LLC
NEW3,659—+3,659——$317.6K—2026-11-05
Index Fund Advisors, Inc.
INCREASED3,5673,562+5+0%$315.4K$309.6K-$5.8K2026-11-05
Cypress Wealth Services, LLC
INCREASED3,4913,484+7+0%$308.4K$302.2K-$6.2K2026-10-21
Financial Consulate, Inc
INCREASED3,4893,481+8+0%$308.2K$302.9K-$5.3K2026-10-23
SpringVest Wealth Management LLC
UNCHANGED3,4793,47900%$308.0K$302.0K-$6.1K2026-10-27
Navigation Wealth Management, Inc.
INCREASED3,4743,306+168+5%$292.7K$298.1K+$5.4K2026-11-03
Prospera Capital Management, LLC
NEW3,395—+3,395——$294.7K—2026-10-19
SP Asset Management LLC
INCREASED3,3053,297+8+0%$291.9K$286.9K-$5.0K2026-11-05
Burford Brothers, Inc.
DECREASED3,2933,457-164-5%$306.1K$285.8K-$20.3K2026-10-21
Tompkins Financial Corp
UNCHANGED3,2783,27800%$290.2K$284.5K-$5.7K2026-10-05
Lantern Wealth Advisors, LLC
INCREASED3,2433,242+1+0%$287.1K$281.5K-$5.6K2026-10-22
SteelPeak Wealth, LLC
INCREASED3,1542,897+257+9%$256.5K$273.7K+$17.2K2026-10-16
International Private Wealth Advisors LLC
INCREASED3,1292,548+581+23%$225.6K$271.6K+$46.0K2026-11-05
BLB&B Advisors, LLC
DECREASED3,1103,296-186-6%$291.8K$269.9K-$21.9K2026-10-27
Bison Wealth, LLC
DECREASED3,0863,111-25-1%$279.9K$264.8K-$15.0K2026-10-13
Wealth Preservation Advisors, LLC
UNCHANGED3,0723,07200%$272.0K$266.7K-$5.3K2026-11-05
Linscomb Wealth, Inc.
DECREASED3,0663,606-540-15%$319.2K$266.1K-$53.1K2026-11-05
Heritage Investment Group, Inc.
UNCHANGED3,0603,06000%$270.9K$265.6K-$5.3K2026-11-03
Commonwealth Financial Services, LLC
UNCHANGED3,0463,04600%$269.7K$264.4K-$5.3K2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED3,0244,216-1,192-28%$373.3K$262.5K-$110.8K2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED3,0183,01800%$267.2K$261.9K-$5.3K2026-10-15
RMR Capital Management, LLC
UNCHANGED2,9992,99900%$265.5K$260.3K-$5.2K2026-10-23
Sigma Planning Corp
INCREASED2,9912,987+4+0%$264.5K$259.6K-$4.8K2026-10-23
Penobscot Wealth Management
INCREASED2,9832,731+252+9%$241.8K$258.9K+$17.1K2026-10-21
Certified Advisory Corp
DECREASED2,9663,251-285-9%$287.9K$257.5K-$30.4K2026-10-29
Moulton Wealth Management, Inc
DECREASED2,9636,007-3,044-51%$528.1K$253.3K-$274.7K2026-10-13
First National Trust Co
UNCHANGED2,9532,95300%$261.5K$256.3K-$5.1K2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED2,9312,93100%$259.5K$254.4K-$5.1K2026-11-02
Chicago Partners Investment Group LLC
INCREASED2,9242,787+137+5%$244.8K$252.2K+$7.4K2026-10-27
Register Financial Advisors LLC
INCREASED2,9212,869+52+2%$254.1K$253.6K-$4772026-10-23
Colton Groome Financial Advisors, LLC
UNCHANGED2,8902,89000%$255.9K$250.9K-$5.0K2026-10-06
Skyline Advisors, Inc.
INCREASED2,8812,874+7+0%$254.4K$250.1K-$4.4K2026-11-03
TrustBank
NEW2,857—+2,857——$248.0K—2026-10-20
TCP Asset Management, LLC
UNCHANGED2,8402,84000%$251.5K$245.3K-$6.1K2026-10-14
W Advisors, LLC
UNCHANGED2,8322,83200%$250.7K$245.8K-$4.9K2026-11-02
Great Diamond Partners, LLC
UNCHANGED2,8002,80000%$247.9K$243.1K-$4.9K2026-10-13
D.A. Davidson & Co.
DECREASED2,7402,779-39-1%$246.1K$237.9K-$8.2K2026-10-28
Sicart Associates LLC
UNCHANGED2,7302,73000%$241.7K$238.3K-$3.4K2026-10-29
PKS Advisory Services, LLC
UNCHANGED2,7202,72000%$240.9K$240.9K$02026-10-26
Integrity Advisory Solutions, LLC
NEW2,712—+2,712——$235.4K—2026-10-29
Appleton Partners Inc
UNCHANGED2,6852,68500%$238.0K$233-$237.8K2026-10-30
Turning Point Benefit Group, Inc.
UNCHANGED2,6842,68400%$237.6K$229.5K-$8.2K2026-10-28
RFG Advisory, LLC
INCREASED2,6822,680+2+0%$237.3K$232.8K-$4.5K2026-11-03
Root Financial Partners, LLC
NEW2,665—+2,665——$231.3K—2026-10-21
Capital Investment Advisory Services, LLC
DECREASED2,6603,167-507-16%$280.4K$230.9K-$49.5K2026-10-30
Spinnaker Investment Group, LLC
UNCHANGED2,6392,63900%$233.7K$229.1K-$4.6K2026-10-13
Upper Left Wealth Management, LLC
DECREASED2,6242,709-85-3%$239.9K$227.8K-$12.1K2026-10-14
Trust Co of Vermont
DECREASED2,6192,719-100-4%$240.7K$227.3K-$13.4K2026-10-21
Kroeger Financial Partners
INCREASED2,6102,581+29+1%$228.5K$226.5K-$2.0K2026-10-19
Plancorp, LLC
NEW2,587—+2,587——$226.5K—2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED2,5812,58100%$228.5K$224.0K-$4.5K2026-10-20
Symmetry Partners, LLC
UNCHANGED2,5462,54600%$225.4K$221.0K-$4.4K2026-10-27
Powell Investment Advisors, LLC
UNCHANGED2,5362,53600%$224.5K$220.1K-$4.4K2026-10-22
Interchange Capital Partners, LLC
UNCHANGED2,4912,49100%$220.5K$216.2K-$4.3K2026-10-28
Beaumont Financial Advisors, LLC
UNCHANGED2,4632,46300%$218.1K$213.8K-$4.3K2026-10-22
Charles Schwab Trust Co
UNCHANGED2,4622,46200%$218.0K$213.7K-$4.3K2026-10-15
Schaeffer Financial LLC
NEW2,459—+2,459——$213.4K—2026-10-23
Canandaigua National Trust Co of Florida
NEW2,437—+2,437——$211.5K—2026-10-07
Eagle Wealth Strategies LLC
UNCHANGED2,4312,43100%$215.2K$211.0K-$4.2K2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED2,4302,43000%$215.2K$210.9K-$4.3K2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED2,4152,41500%$213.8K$209.6K-$4.2K2026-10-16
Capital Management Corp
UNCHANGED2,4082,40800%$213.2K$209.0K-$4.2K2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED2,3952,598-203-8%$230.0K$207.9K-$22.1K2026-10-23
Carolina Wealth Management Inc
UNCHANGED2,3952,39500%$212.1K$207.9K-$4.2K2026-10-29
Cumberland Advisors Inc
DECREASED2,3902,730-340-12%$241.7K$207.5K-$34.3K2026-10-30
Simon Quick Advisors, LLC
UNCHANGED2,3452,34500%$207.6K$203.5K-$4.1K2026-10-26
Sentinel Advisory Group, LLC
UNCHANGED2,3432,34300%$207.4K$203.4K-$4.1K2026-10-20
Tucker Asset Management LLC
NEW2,330—+2,330——$202.2K—2026-10-29
Newton One Investments LLC
INCREASED2,3302,325+5+0%$205.8K$202.3K-$3.5K2026-10-14
OceanIQ Capital, LLC
UNCHANGED2,3302,33000%$215.0K$201.1K-$14.0K2026-10-19
SAX Wealth Advisors, LLC
NEW2,324—+2,324——$201.7K—2026-10-13
Armstrong Advisory Group, Inc
DECREASED2,3032,607-304-12%$230.8K$199.9K-$30.9K2026-10-09
Ascentis Wealth Management, LLC
INCREASED2,174309+1,865+604%$27.4K$188.7K+$161.3K2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED1,9751,97500%$174.9K$171.4K-$3.4K2026-10-09
4Thought Financial Group Inc.
INCREASED1,9421,911+31+2%$169.2K$168.6K-$6302026-11-02
Trust Co
DECREASED1,7213,955-2,234-56%$350.2K$149.4K-$200.8K2026-10-09
JFS Wealth Advisors, LLC
INCREASED1,7111,709+2+0%$151.3K$148.5K-$2.8K2026-11-03
Bochk Asset Management Ltd
NEW1,700—+1,700——$147.6K—2026-10-29
West Paces Advisors Inc.
UNCHANGED1,6671,66700%$147.6K$144.7K-$2.9K2026-10-13
CX Institutional
DECREASED1,6151,701-86-5%$151$140-$112026-10-02
Cdkv Holdings LLC
DECREASED1,5611,615-54-3%$143.0K$135.5K-$7.5K2026-10-28
Arlington Trust Co LLC
NEW1,500—+1,500——$130.2K—2026-10-20
Manchester Capital Management LLC
NEW1,453—+1,453——$126.1K—2026-10-22
Payden & Rygel
UNCHANGED1,2691,26900%$112.0K$110-$111.9K2026-10-28
Atlantic Edge Private Wealth Management, LLC
INCREASED1,2391,237+2+0%$109.5K$107.5K-$2.0K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED1,2361,233+3+0%$109.2K$107.3K-$1.9K2026-10-26
Downshift Financial, LLC
UNCHANGED1,1781,17800%$104.3K$102.3K-$2.1K2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,1311,13100%$100.1K$98.2K-$2.0K2026-10-30
Abound Wealth Management
UNCHANGED1,1111,11100%$98.4K$96.4K-$1.9K2026-10-26
Rossby Financial, LCC
INCREASED1,071365+706+193%$32.4K$92.9K+$60.6K2026-11-05
Thompson Investment Management, Inc.
UNCHANGED1,0611,06100%$93.9K$92.1K-$1.8K2026-10-14
Key FInancial Inc
UNCHANGED1,0481,04800%$92.7K$90.9K-$1.8K2026-11-02
Hilltop National Bank
UNCHANGED95195100%$84.2K$82.5K-$1.7K2026-10-14
Gleason Group, Inc.
DECREASED9281,191-263-22%$105.5K$80.6K-$24.9K2026-10-15
First Pacific Financial
INCREASED902899+3+0%$79.6K$78.3K-$1.4K2026-10-14
Balentine LLC
INCREASED854852+2+0%$75.4K$74.1K-$1.3K2026-11-03
Pinnacle Bancorp, Inc.
DECREASED8431,172-329-28%$103.8K$73.2K-$30.6K2026-10-21
Phillips Financial Management, LLC
UNCHANGED84284200%$74.6K$73.1K-$1.5K2026-10-19
Princeton Global Asset Management LLC
INCREASED837821+16+2%$72.7K$72.6K-$352026-10-21
TFC Financial Management, Inc.
UNCHANGED81481400%$72.1K$70.7K-$1.4K2026-10-26
Evermay Wealth Management LLC
UNCHANGED80080000%$70.8K$69.4K-$1.4K2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED767802-35-4%$71.0K$66.6K-$4.4K2026-11-02
Independence Bank of Kentucky
UNCHANGED72072000%$63.7K$62.5K-$1.3K2026-10-26
Union Savings Bank
NEW693—+693——$60.2K—2026-10-14
Mainstream Capital Management LLC
NEW688—+688——$59.7K—2026-10-23
Eastern Bank
DECREASED6791,100-421-38%$97.4K$58.9K-$38.5K2026-10-05
First Command Advisory Services, Inc.
DECREASED679849-170-20%$75.2K$58.9K-$16.2K2026-11-05
Oakworth Capital, Inc.
INCREASED596106+490+462%$9.4K$51.7K+$42.3K2026-10-26
Compass Financial Management LLC
UNCHANGED58358300%$51.6K$50.6K-$1.0K2026-10-30
Signature Equity Partners, LLC
DECREASED577614-37-6%$54.4K$50.1K-$4.3K2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED56556500%$50.0K$49.0K-$9842026-10-23
North Star Investment Management Corp.
UNCHANGED55055000%$48.7K$47.7K-$9572026-10-27
Security National Bank
NEW544—+544——$47.2K—2026-10-26
Blueline Advisors LLC
DECREASED508684-176-26%$60.6K$44.1K-$16.5K2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED503534-31-6%$47.3K$43.7K-$3.6K2026-11-04
Gables Capital Management Inc.
UNCHANGED49649600%$43.9K$43.1K-$8632026-11-04
First United Bank & Trust
DECREASED485860-375-44%$76.1K$42.1K-$34.0K2026-10-22
Sage Mountain Advisors LLC
UNCHANGED46846800%$41.4K$40.6K-$8152026-11-02
Central Trust Co
UNCHANGED42542500%$37.6K$36.9K-$7402026-11-05
Buck Wealth Strategies, LLC
DECREASED4011,201-800-67%$106.3K$34.8K-$71.5K2026-10-28
Duncker Streett & Co Inc
UNCHANGED40040000%$35.4K$34.7K-$6962026-10-27
Valley National Advisers Inc
UNCHANGED40040000%$35.4K$34.7K-$6962026-10-23
Caldwell Trust Co
UNCHANGED39039000%$34.5K$33.9K-$6792026-10-30
Kings Path Partners LLC
UNCHANGED37237200%$32.9K$32.3K-$6472026-10-21
Carolina Wealth Advisors, LLC
NEW371—+371——$32.2K—2026-10-23
Montag A & Associates Inc
UNCHANGED37037000%$32.8K$32.1K-$6442026-10-29
First Bancorp, Inc
UNCHANGED36436400%$32.2K$31.6K-$6342026-10-26
Yankcom Partnership
UNCHANGED35735700%$31.6K$31.0K-$6212026-10-15
Bokf, NA
UNCHANGED34034000%$30.1K$29.5K-$5922026-10-27
MTM Investment Management, LLC
INCREASED313312+1+0%$27.7K$27.2K-$4762026-10-30
Horizons Wealth Management
NEW309—+309——$26.8K—2026-10-05
Midwest Capital Advisors, LLC
UNCHANGED30330300%$26.8K$26.3K-$5272026-11-04
Covestor Ltd
INCREASED297282+15+5%$25.0K$26-$25.0K2026-10-30
CoreCap Advisors, LLC
INCREASED244199+45+23%$17.6K$21.2K+$3.7K2026-10-08
GK Wealth Management LLC
NEW235—+235——$20.4K—2026-10-09
Realta Investment Advisors
UNCHANGED23423400%$20.7K$20.3K-$4072026-10-14
Latitude Advisors, LLC
NEW215—+215——$18.7K—2026-10-27
3 Factor Indexing, LLC
UNCHANGED21021000%$18.6K$18.2K-$3662026-10-15
Laurel Wealth Advisors LLC
NEW208—+208——$18.1K—2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED20020000%$17.7K$17.4K-$3482026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED20020000%$17.7K$17.4K-$3482026-10-27
MB, Levis & Associates, LLC
UNCHANGED19619600%$17.3K$17.0K-$2982026-10-16
Hager Investment Management Services, LLC
UNCHANGED19519500%$17.3K$16.9K-$3392026-11-04
Bell Investment Advisors, Inc
UNCHANGED19119100%$16.9K$16.6K-$3332026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED18518500%$16$16$02026-11-04
Redwood Park Advisors LLC
UNCHANGED18118100%$16.0K$15.8K-$2762026-11-02
Nfsg Corp
UNCHANGED17517500%$15.5K$15.2K-$2932026-10-15
Planning Strategies Inc.
INCREASED173158+15+9%$14.0K$15.0K+$1.0K2026-10-02
True Wealth Design, LLC
UNCHANGED16116100%$14.3K$14.0K-$2802026-10-13
Balance Wealth Partners LLC
NEW158—+158——$13.7K—2026-10-27
NBH Bank
UNCHANGED13813800%$12.2K$12.0K-$2412026-11-05
Ashton Thomas Securities, LLC
UNCHANGED13113100%$11.6K$11.3K-$2272026-10-26
Hurley Capital, LLC
UNCHANGED12012000%$10.6K$10.4K-$2092026-11-05
Lanark Financial, Inc.
UNCHANGED11411400%$10.1K$9.9K-$1982026-10-26
Rydar Equities, Inc.
NEW107—+107——$9.2K—2026-10-13
Harbor Investment Advisory, LLC
DECREASED100700-600-86%$62.0K$8.7K-$53.3K2026-10-13
Axiom Investment Management LLC
UNCHANGED10010000%$8.9K$8.7K-$1742026-11-03
Archer Investment Corp
UNCHANGED969600%$8.5K$8.3K-$1672026-11-05
Simplex Trading, LLC
NEW86—+86——$7.5K—2026-11-04
Strengthening Families & Communities, LLC
UNCHANGED828200%$7.3K$7.1K-$1432026-10-21
Legacy Bridge, LLC
UNCHANGED818100%$7.2K$7.0K-$1412026-10-28
Mowery & Schoenfeld Wealth Management, LLC
NEW73—+73——$6.3K—2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED737300%$6.5K$6.3K-$1272026-10-16
Heritage Family Offices, LLP
NEW70—+70——$6.1K—2026-11-02
Moisand Fitzgerald Tamayo, LLC
NEW70—+70——$6.1K—2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED656500%$5.8K$5.7K-$992026-10-15
Birchbrook, Inc.
UNCHANGED616100%$5.4K$5.3K-$1062026-10-14
Wolff Wiese Magana LLC
UNCHANGED535300%$4.7K$4.6K-$922026-10-15
Viewpoint Capital Management LLC
NEW50—+50——$4.3K—2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED505000%$4.4K$4.3K-$872026-11-03
New England Capital Financial Advisors LLC
UNCHANGED505000%$4.4K$4.3K-$872026-11-03
Rakuten Securities, Inc.
DECREASED491,404-1,355-97%$124.3K$4.3K-$120.1K2026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED404000%$3.5K$3.5K-$702026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED363600%$3.2K$3.1K-$632026-10-23
Cherry Tree Wealth Management, LLC
DECREASED341,084-1,050-97%$96.0K$3.0K-$93.0K2026-10-15
Grove Bank & Trust
NEW33—+33——$2.9K—2026-10-08
Morling Financial Advisors, LLC
UNCHANGED303000%$2.7K$2.6K-$522026-10-28
Cape Investment Advisory, Inc.
UNCHANGED292900%$2.6K$2.5K-$512026-10-13
DecisionPoint Financial, LLC
NEW27—+27——$2.3K—2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED252500%$2.2K$2.2K-$442026-10-06
Tsfg, LLC
UNCHANGED232300%$2$2$02026-10-23
Quaker Wealth Management, LLC
UNCHANGED212100%$1.9K$1.8K-$372026-10-22
MidAtlantic Capital Management, Inc.
NEW20—+20——$1.7K—2026-11-05
Kingdom Financial Group Llc.
UNCHANGED181800%$1.6K$1.6K-$322026-11-04
Bear Mountain Capital, Inc.
NEW16—+16——$1.4K—2026-11-04
Entrust Financial LLC
DECREASED1580-65-81%$7.1K$1.3K-$5.8K2026-11-04
Trust Co of Toledo NA
UNCHANGED151500%$1.3K$1.3K-$262026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED1100%$90$87-$32026-10-01
Jefferies Financial Group Inc.
CLOSED045,929-45,929-100%$4.1M$0-$4.1M2026-11-05
Avestar Capital, LLC
CLOSED012,500-12,500-100%$1.1M$0-$1.1M2026-10-28
Sunesis Advisors, LLC
CLOSED09,718-9,718-100%$860.4K$0-$860.4K2026-10-26
RTD Financial Advisors, Inc.
CLOSED06,700-6,700-100%$593.2K$0-$593.2K2026-10-09
Barings LLC
CLOSED05,980-5,980-100%$529.5K$0-$529.5K2026-10-22
Meridian Investment Counsel Inc.
CLOSED03,592-3,592-100%$318.0K$0-$318.0K2026-10-14
Luminvest Wealth Management LLC
CLOSED03,511-3,511-100%$310.9K$0-$310.9K2026-10-14
Florida Trust Wealth Management Co
CLOSED03,350-3,350-100%$296.6K$0-$296.6K2026-11-05
VestGen Advisors, LLC
CLOSED03,310-3,310-100%$293.1K$0-$293.1K2026-10-27
International Assets Investment Management, LLC
CLOSED02,984-2,984-100%$261.9K$0-$261.9K2026-11-02
RMR Wealth Builders
CLOSED02,696-2,696-100%$238.7K$0-$238.7K2026-10-22
Churchill Financial Advisors, LLC
CLOSED02,680-2,680-100%$237.3K$0-$237.3K2026-10-20
Sherman Wealth Management LLC
CLOSED02,564-2,564-100%$227.1K$0-$227.1K2026-10-16
Fischer Financial Services, Inc.
CLOSED02,533-2,533-100%$224.2K$0-$224.2K2026-10-30
Summit Wealth Group LLC / Co
CLOSED02,446-2,446-100%$216.5K$0-$216.5K2026-10-29
Asempa Wealth Advisors
CLOSED02,395-2,395-100%$212.1K$0-$212.1K2026-10-07
Elm3 Financial Group, LLC
CLOSED02,332-2,332-100%$206.5K$0-$206.5K2026-10-07
Simplicity Wealth,LLC
CLOSED02,330-2,330-100%$206.3K$0-$206.3K2026-10-23
Aaron Wealth Advisors LLC
CLOSED02,314-2,314-100%$204.9K$0-$204.9K2026-10-13
Mraz, Amerine & Associates, Inc.
CLOSED02,300-2,300-100%$203.6K$0-$203.6K2026-10-30
Granite Islands Private Wealth, LLC
CLOSED02,286-2,286-100%$202.4K$0-$202.4K2026-10-16
Perennial Advisors, LLC
CLOSED02,267-2,267-100%$200.7K$0-$200.7K2026-10-13
Highland Capital Management, LLC
CLOSED02,263-2,263-100%$200.4K$0-$200.4K2026-10-26
Financial Management Professionals, Inc.
CLOSED0245-245-100%$21.7K$0-$21.7K2026-10-23
LifeSteps Financial, Inc.
CLOSED0180-180-100%$15.9K$0-$15.9K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED065-65-100%$5.8K$0-$5.8K2026-10-14
Hoey Investments, Inc
CLOSED026-26-100%$2.3K$0-$2.3K2026-10-29
JPMorgan Chase & Co
N/A—43,777,897-43,777,897-100%$3.9B———
Morgan Stanley
N/A—16,832,886-16,832,886-100%$1.5B———
Goldman Sachs Group Inc
N/A—7,396,425-7,396,425-100%$654.9M———
Municipal Employees' Retirement System of Michigan
N/A—6,644,476-6,644,476-100%$588.3M———
Fisher Asset Management, LLC
N/A—5,119,205-5,119,205-100%$453.3M———
Vanguard Investments Australia, Ltd.
N/A—4,909,344-4,909,344-100%$434.7M———
UBS Group AG
N/A—3,798,188-3,798,188-100%$336.3M———
Bank of America Corp
N/A—3,310,447-3,310,447-100%$293.1M———
Jane Street Group, LLC
N/A—3,034,381-3,034,381-100%$268.7M———
Elm Partners Management LLC
N/A—2,462,659-2,462,659-100%$218.0M———
Wells Fargo & Company
N/A—2,237,011-2,237,011-100%$198.1M———
Employees Retirement System of Texas
N/A—1,997,090-1,997,090-100%$176.8M———
BlackRock, Inc.
N/A—1,963,126-1,963,126-100%$173.8M———
HighTower Advisors, LLC
N/A—1,927,285-1,927,285-100%$170.6M———
Deutsche Bank Ag\
N/A—1,772,022-1,772,022-100%$156.9M———
Lincoln National Corp
N/A—1,370,143-1,370,143-100%$121.3M———
Royal Bank of Canada
N/A—1,360,009-1,360,009-100%$120.4M———
GenTrust, LLC
N/A—971,481-971,481-100%$86.0M———
Alliancebernstein L.P.
N/A—942,904-942,904-100%$77.7M———
Stephens Greth Foundation
N/A—923,743-923,743-100%$81.8M———
LPL Financial LLC
N/A—861,099-861,099-100%$76.2M———
Stifel Financial Corp
N/A—859,580-859,580-100%$76.1M———
BNP Paribas Financial Markets
N/A—795,976-795,976-100%$70.5M———
Smithfield Trust Co
N/A—761,318-761,318-100%$67.4M———
Cerity Partners LLC
N/A—720,641-720,641-100%$63.8M———
Northwestern Mutual Wealth Management Co
N/A—706,286-706,286-100%$62.5M———
Bessemer Group Inc
N/A—686,128-686,128-100%$60.7M———
Flow Traders U.S. LLC
N/A—645,625-645,625-100%$57.2M———
Trustees of Dartmouth College
N/A—590,190-590,190-100%$52.3M———
Impact Partnership Wealth, LLC
N/A—588,208-588,208-100%$52.1M———
Jupiter Topco LLC
N/A—573,633-573,633-100%$50.8M———
Raymond James Financial Inc
N/A—556,129-556,129-100%$49.2M———
State Street Corp
N/A—515,272-515,272-100%$45.6M———
Focus Partners Wealth
N/A—514,862-514,862-100%$45.6M———
Haverford Trust Co
N/A—508,490-508,490-100%$45.0M———
Peapack Gladstone Financial Corp
N/A—503,116-503,116-100%$44.5M———
Osborne Partners Capital Management, LLC
N/A—493,178-493,178-100%$43.7M———
Atlas Capital Advisors Inc.
N/A—489,926-489,926-100%$43.4M———
Ballentine Partners, LLC
N/A—481,720-481,720-100%$42.7M———
Nomura Asset Management Co LTD
N/A—465,400-465,400-100%$41.2M———
Banco Santander, S.A.
N/A—359,137-359,137-100%$31.8M———
Ameriprise Financial Inc
N/A—354,176-354,176-100%$31.4M———
Point72 Asset Management, L.P.
N/A—345,300-345,300-100%$30.6M———
Janney Montgomery Scott LLC
N/A—333,186-333,186-100%$29.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—330,185-330,185-100%$29.2M———
Galilei Investment Office LLP
N/A—328,614-328,614-100%$29.1M———
BTG Pactual Asset Management US LLC
N/A—296,790-296,790-100%$26.3M———
FPC Investment Advisory, Inc.
N/A—294,912-294,912-100%$26.1M———
Rafferty Asset Management, LLC
N/A—284,874-284,874-100%$25.2M———
Karpus Management, Inc.
N/A—283,483-283,483-100%$25.1M———
AlTi Global, Inc.
N/A—262,292-262,292-100%$23.2M———
Obsido Oy
N/A—257,049-257,049-100%$22.8M———
HSBC Holdings PLC
N/A—247,078-247,078-100%$21.9M———
Stelac Advisory Services LLC
N/A—243,112-243,112-100%$21.5M———
Scotia Capital Inc.
N/A—234,894-234,894-100%$20.8M———
Castlekeep Investment Advisors LLC
N/A—230,380-230,380-100%$20.4M———
Envestnet Asset Management Inc
N/A—218,207-218,207-100%$19.3M———
Arax Advisory Partners
N/A—206,708-206,708-100%$18.3M———
Greenline Partners, LLC
N/A—204,356-204,356-100%$18.1M———
Osaic Holdings, Inc.
N/A—199,581-199,581-100%$17.7M———
MML Investors Services, LLC
N/A—194,094-194,094-100%$17.2M———
Hirtle & Co., LLC
N/A—192,064-192,064-100%$17.0M———
Rockefeller Capital Management L.P.
N/A—190,722-190,722-100%$16.9M———
Baird Financial Group, Inc.
N/A—189,364-189,364-100%$16.8M———
Mariner, LLC
N/A—185,650-185,650-100%$16.4M———
Tocqueville Asset Management L.P.
N/A—179,765-179,765-100%$15.9M———
Harbor Advisory Corp
N/A—177,670-177,670-100%$15.7M———
Vident Advisory, LLC
N/A—175,932-175,932-100%$15.6M———
PNC Financial Services Group, Inc.
N/A—174,568-174,568-100%$15.5M———
Schroder Investment Management Group
N/A—168,904-168,904-100%$15.0M———
Invictus Private Wealth, LLC
N/A—164,941-164,941-100%$14.6M———
Blair William & Co
N/A—163,414-163,414-100%$14.5M———
Sunflower Bank, N.A.
N/A—163,190-163,190-100%$14.4M———
Sierra Capital LLC
N/A—162,316-162,316-100%$14.4M———
Sanctuary Advisors, LLC
N/A—155,536-155,536-100%$13.8M———
Lazard Asset Management LLC
N/A—149,488-149,488-100%$13.2M———
Chicago Wealth Management, Inc.
N/A—143,857-143,857-100%$12.7M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—142,574-142,574-100%$12.6M———
Bank of Montreal
N/A—142,019-142,019-100%$12.6M———
Itau Unibanco Holding S.A.
N/A—139,053-139,053-100%$12.3M———
Harbour Investments, Inc.
N/A—136,282-136,282-100%$12.1M———
Fiduciary Trust Co
N/A—136,251-136,251-100%$12.1M———
Evercore Wealth Management, LLC
N/A—136,099-136,099-100%$12.1M———
Franklin Resources Inc
N/A—126,943-126,943-100%$11.2M———
Jacobs Equity LLC
N/A—124,470-124,470-100%$11.0M———
Dimension Capital Management LLC
N/A—123,630-123,630-100%$10.9M———
FMR LLC
N/A—122,459-122,459-100%$10.8M———
Waverly Advisors, LLC
N/A—119,112-119,112-100%$10.5M———
Allianz Asset Management GmbH
N/A—112,700-112,700-100%$10.0M———
Cresset Asset Management, LLC
N/A—110,969-110,969-100%$9.8M———
Millburn Ridgefield LLC
N/A—110,502-110,502-100%$9.8M———
Madison Asset Management, LLC
N/A—106,755-106,755-100%$9.5M———
Wealthspire Advisors, LLC
N/A—98,397-98,397-100%$8.7M———
Hollencrest Capital Management
N/A—97,488-97,488-100%$8.6M———
Cetera Investment Advisers
N/A—92,284-92,284-100%$8.2M———
Graybill Wealth Management, Ltd.
N/A—91,404-91,404-100%$8.1M———
AQR Capital Management LLC
N/A—91,047-91,047-100%$8.1M———
CIBC World Market Inc.
N/A—90,167-90,167-100%$8.0M———
Mercer Global Advisors Inc
N/A—86,569-86,569-100%$7.7M———
Northern Trust Corp
N/A—85,636-85,636-100%$7.6M———
Vestmark Advisory Solutions, Inc.
N/A—84,486-84,486-100%$7.5M———
NewEdge Advisors, LLC
N/A—78,633-78,633-100%$7.0M———
Palisades Hudson Asset Management, L.P.
N/A—72,676-72,676-100%$6.4M———
Wealthfront Advisers LLC
N/A—72,617-72,617-100%$6.4M———
Forum Finance Group S.A.
N/A—71,102-71,102-100%$5.1K———
Federation des caisses Desjardins du Quebec
N/A—69,554-69,554-100%$6.2M———
BHK Investment Advisors, LLC
N/A—67,769-67,769-100%$6.0M———
Cedar Wealth Management, LLC
N/A—66,597-66,597-100%$5.9M———
Cavalier Investments, LLC
N/A—64,544-64,544-100%$5.7M———
Cardiff Park Advisors, LLC
N/A—62,424-62,424-100%$5.5M———
Vectors Research Management, LLC
N/A—59,268-59,268-100%$5.2M———
National Bank of Canada
N/A—58,159-58,159-100%$5.1M———
Vanguard Advisers Inc
N/A—57,810-57,810-100%$5.1M———
EFG International AG
N/A—56,846-56,846-100%$5.0M———
Jones Financial Companies Lllp
N/A—56,529-56,529-100%$4.9M———
Becker Capital Management Inc
N/A—55,894-55,894-100%$4.9M———
Rathbones Group PLC
N/A—55,553-55,553-100%$4.9M———
Zurich Insurance Group Ltd
N/A—55,300-55,300-100%$4.9M———
Vanguard National Trust Co
N/A—54,275-54,275-100%$4.8M———
UBS Asset Management Americas LLC
N/A—52,415-52,415-100%$4.6M———
MorganRosel Wealth Management, LLC
N/A—51,616-51,616-100%$4.6M———
OneDigital Investment Advisors LLC
N/A—49,872-49,872-100%$4.4M———
&partners
N/A—49,781-49,781-100%$4.4M———
Birnam Oak Advisors, LP
N/A—49,554-49,554-100%$4.4M———
Blue Edge Capital, LLC
N/A—48,488-48,488-100%$4.3M———
Hilltop Holdings Inc.
N/A—48,048-48,048-100%$4.3M———
Steward Partners Investment Advisory, LLC
N/A—46,900-46,900-100%$4.2M———
First Manhattan Co. Llc.
N/A—46,095-46,095-100%$4.1M———
Circle Wealth Management, LLC
N/A—45,755-45,755-100%$4.1M———
MAI Capital Management
N/A—45,327-45,327-100%$4.0M———
Squarepoint Ops LLC
N/A—45,248-45,248-100%$4.0M———
Zinnia Wealth Advisory, LLC
N/A—45,173-45,173-100%$4.0M———
Marex Group Ltd
N/A—44,689-44,689-100%$4.0M———
Equitable Holdings, Inc.
N/A—44,445-44,445-100%$3.9M———
Advisory Services Network, LLC
N/A—41,051-41,051-100%$3.6M———
Mmbg Investment Advisors Co.
N/A—40,931-40,931-100%$3.6M———
Cary Street Partners Financial LLC
N/A—40,731-40,731-100%$3.6M———
SCS Capital Management LLC
N/A—40,346-40,346-100%$3.6M———
Staley Capital Advisers Inc
N/A—40,100-40,100-100%$3.6M———
S&CO Inc
N/A—40,000-40,000-100%$3.5M———
LOM Asset Management Ltd
N/A—39,605-39,605-100%$3.5M———
Pathstone Holdings, LLC
N/A—39,503-39,503-100%$3.5M———
CIBC Bancorp USA Inc.
N/A—38,728-38,728-100%$3.4M———
Snowden Capital Advisors LLC
N/A—38,266-38,266-100%$3.4M———
Bonfire Financial
N/A—38,021-38,021-100%$3.4M———
Addison Advisors LLC
N/A—37,695-37,695-100%$3.3M———
Beacon Pointe Advisors, LLC
N/A—37,214-37,214-100%$3.3M———
Ogorek Anthony Joseph
N/A—34,775-34,775-100%$3.1M———
Advisors Capital Management, LLC
N/A—34,722-34,722-100%$3.1M———
WealthShield Partners, LLC
N/A—34,076-34,076-100%$3.0M———
Insigneo Advisory Services, LLC
N/A—33,597-33,597-100%$3.0M———
SSA Swiss Advisors AG
N/A—33,391-33,391-100%$3.0M———
BTC Capital Management, Inc.
N/A—33,041-33,041-100%$2.9M———
Valor Advisors LLC
N/A—32,785-32,785-100%$2.9M———
Captrust Financial Advisors
N/A—32,084-32,084-100%$2.8M———
O'shaughnessy Asset Management, LLC
N/A—31,129-31,129-100%$2.8M———
Clearstead Advisors, LLC
N/A—30,426-30,426-100%$2.7M———
First Trust Advisors LP
N/A—29,997-29,997-100%$2.7M———
Expressive Wealth LLC
N/A—29,019-29,019-100%$2.6M———
Modern Wealth Management, LLC
N/A—27,925-27,925-100%$2.5M———
World Investment Advisors
N/A—27,179-27,179-100%$2.2M———
Pgim Custom Harvest LLC
N/A—26,966-26,966-100%$2.4M———
PJT Investments Corp.
N/A—25,669-25,669-100%$2.3M———
Focus Partners Advisor Solutions, LLC
N/A—25,473-25,473-100%$2.3M———
Global Endowment Management, LP
N/A—25,000-25,000-100%$2.2M———
Cooperman Leon G
N/A—24,693-24,693-100%$2.2M———
Atom Investors LP
N/A—23,715-23,715-100%$2.1M———
Cornerstone Capital, Inc.
N/A—23,000-23,000-100%$2.0M———
Millennium Management LLC
N/A—22,642-22,642-100%$2.0M———
Financial Engines Advisors L.L.C.
N/A—22,309-22,309-100%$2.0M———
Quantinno Capital Management LP
N/A—22,261-22,261-100%$2.0M———
Essex Financial Services, Inc.
N/A—22,075-22,075-100%$2.0M———
Collaborative Capital Advisors LLC
N/A—21,499-21,499-100%$1.9M———
Tidal Investments LLC
N/A—21,399-21,399-100%$1.9M———
Neuberger Berman Group LLC
N/A—21,286-21,286-100%$1.9M———
EP Wealth Advisors, LLC
N/A—21,130-21,130-100%$1.9M———
J. M. Brown & Associates Inc.
N/A—21,050-21,050-100%$1.9M———
Tolleson Wealth Management, Inc.
N/A—20,631-20,631-100%$1.8M———
RWA Wealth Partners, LLC
N/A—20,088-20,088-100%$1.8M———
Berkshire Asset Management LLC
N/A—19,820-19,820-100%$1.8M———
Savant Capital, LLC
N/A—19,795-19,795-100%$1.7M———
Cofg Advisors, LLC
N/A—19,782-19,782-100%$1.8M———
Disciplined Investments, LLC
N/A—19,445-19,445-100%$1.7M———
Dorsey & Whitney Trust Co LLC
N/A—18,714-18,714-100%$1.7M———
Custos Family Office, LLC
N/A—18,428-18,428-100%$1.6M———
Unconventional Investor, LLC
N/A—18,281-18,281-100%$1.6M———
RiverGlades Family Offices LLC
N/A—18,092-18,092-100%$1.6M———
Western Wealth Management, LLC
N/A—18,016-18,016-100%$1.6M———
Private Advisor Group, LLC
N/A—17,640-17,640-100%$1.6M———
United Capital Financial Advisors, LLC
N/A—17,598-17,598-100%$1.6M———
Access Financial Services, Inc.
N/A—17,250-17,250-100%$1.5M———
Empowered Funds, LLC
N/A—17,149-17,149-100%$1.5M———
Lummis Asset Management, LP
N/A—16,739-16,739-100%$1.5M———
IEQ Capital, LLC
N/A—16,689-16,689-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—16,259-16,259-100%$1.4M———
DV Trading LLC
N/A—16,077-16,077-100%$1.4M———
Fiduciary Financial Advisors
N/A—16,044-16,044-100%$1.4M———
Freestone Capital Holdings, LLC
N/A—15,835-15,835-100%$1.4M———
Manufacturers Life Insurance Company, the
N/A—15,740-15,740-100%$1.4M———
Bridgewater Advisors Inc.
N/A—15,670-15,670-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—15,437-15,437-100%$1.4M———
Legacy PCG, LLC
N/A—15,405-15,405-100%$1.4M———
Nwam LLC
N/A—15,270-15,270-100%$1.4M———
Sandy Cove Advisors, LLC
N/A—14,533-14,533-100%$1.3M———
Brown Advisory Inc
N/A—14,420-14,420-100%$1.3M———
Wellspring Financial Advisors, LLC
N/A—14,383-14,383-100%$1.3M———
Kastel Capital Advisors, LLC
N/A—13,647-13,647-100%$1.1M———
Gentry Private Wealth, LLC
N/A—13,617-13,617-100%$1.2M———
Susquehanna International Group, LLP
N/A—13,511-13,511-100%$1.2M———
Strategic Investment Solutions, Inc.
N/A—13,353-13,353-100%$1.2M———
NewEdge Wealth, LLC
N/A—13,232-13,232-100%$1.2M———
Aspen Grove Capital, LLC
N/A—13,183-13,183-100%$1.2M———
NorthRock Partners, LLC
N/A—13,127-13,127-100%$1.2M———
Composition Wealth, LLC
N/A—13,001-13,001-100%$1.2M———
Novak & Powell Financial Services, Inc.
N/A—12,700-12,700-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—12,580-12,580-100%$1.1M———
Cambria Investment Management, L.P.
N/A—12,503-12,503-100%$1.1M———
Institute for Wealth Management, Llc.
N/A—12,427-12,427-100%$1.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—11,753-11,753-100%$1.0M———
Purkiss Capital Advisors LLC
N/A—11,749-11,749-100%$1.0M———
Gotham Asset Management, LLC
N/A—11,351-11,351-100%$1.0M———
TD Asset Management Inc
N/A—11,280-11,280-100%$998.7K———
Aegis Wealth Management LLC
N/A—10,800-10,800-100%$956.2K———
Whittier Trust Co
N/A—10,679-10,679-100%$960.8K———
Choate Investment Advisors
N/A—10,678-10,678-100%$945.4K———
Resolute Advisors LLC
N/A—10,337-10,337-100%$915.2K———
Dakota Wealth Management
N/A—10,020-10,020-100%$887.2K———
Glen Eagle Advisors, LLC
N/A—9,857-9,857-100%$872.7K———
Regal Investment Advisors LLC
N/A—9,729-9,729-100%$861.4K———
M&T Bank Corp
N/A—9,647-9,647-100%$854.1K———
IHT Wealth Management, LLC
N/A—9,574-9,574-100%$847.7K———
Knightsbridge Asset Management, LLC
N/A—9,546-9,546-100%$845.2K———
Fiduciary Wealth Partners, LLC
N/A—9,514-9,514-100%$842.4K———
Summit Trail Advisors, LLC
N/A—9,483-9,483-100%$839.6K———
Pure Financial Advisors, LLC
N/A—9,400-9,400-100%$832.3K———
Phoenix Financial Ltd.
N/A—9,226-9,226-100%$816.3K———
Arkadios Wealth Advisors
N/A—9,141-9,141-100%$809.4K———
Geneos Wealth Management Inc.
N/A—8,853-8,853-100%$783.9K———
LM Advisors LLC
N/A—8,534-8,534-100%$755.0K———
Brown Brothers Harriman & Co
N/A—8,397-8,397-100%$743.5K———
Allie Family Office LLC
N/A—8,366-8,366-100%$740.7K———
Invesco Ltd.
N/A—8,361-8,361-100%$740.3K———
Belpointe Asset Management LLC
N/A—7,876-7,876-100%$697.4K———
Flputnam Investment Management Co
N/A—7,704-7,704-100%$682.1K———
Proficio Capital Partners LLC
N/A—7,400-7,400-100%$655.2K———
Maxele Advisors, LLC
N/A—7,390-7,390-100%$654.3K———
Moneta Group Investment Advisors LLC
N/A—7,388-7,388-100%$654.1K———
Silvercrest Asset Management Group LLC
N/A—7,372-7,372-100%$652.7K———
Carl P. Sherr & Co., LLC
N/A—7,297-7,297-100%$646.1K———
Glenmede Trust Co NA
N/A—7,267-7,267-100%$643.4K———
Xcelsior Advisor Partners LLC
N/A—7,212-7,212-100%$638.6K———
Capital Analysts, LLC
N/A—7,133-7,133-100%$631.0K———
Addison Capital Co
N/A—7,132-7,132-100%$631.5K———
SG Americas Securities, LLC
N/A—7,031-7,031-100%$623.0K———
Cedarwood Wealth LLC
N/A—6,966-6,966-100%$616.8K———
XP Advisory US, Inc.
N/A—6,783-6,783-100%$600.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—6,764-6,764-100%$598.0K———
KDT Advisors, LLC
N/A—6,750-6,750-100%$597.6K———
Intellectus Partners, LLC
N/A—6,640-6,640-100%$587.9K———
Citadel Advisors LLC
N/A—6,524-6,524-100%$577.6K———
Mayport, LLC
N/A—6,514-6,514-100%$576.7K———
Empower Advisory Group, LLC
N/A—6,377-6,377-100%$564.6K———
Fort Sheridan Advisors LLC
N/A—6,319-6,319-100%$559.5K———
Snowwater Investment Partners, LLC
N/A—6,310-6,310-100%$558.7K———
Merit Financial Group, LLC
N/A—6,268-6,268-100%$555.0K———
Chilton Investment Co Inc.
N/A—6,165-6,165-100%$545.8K———
Kovack Advisors, Inc.
N/A—5,955-5,955-100%$523.9K———
Headinvest, LLC
N/A—5,929-5,929-100%$525.0K———
Stock Yards Bank & Trust Co
N/A—5,850-5,850-100%$518.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—5,799-5,799-100%$513.4K———
Aureus Asset Management, LLC
N/A—5,700-5,700-100%$504.7K———
Arrowroot Family Office, LLC
N/A—5,688-5,688-100%$503.6K———
Sompo Asset Management Co., Ltd.
N/A—5,630-5,630-100%$498.5K———
Hexagon Capital Partners LLC
N/A—5,503-5,503-100%$487.2K———
Prepared Retirement Institute LLC
N/A—5,476-5,476-100%$484.8K———
Carson Advisory Inc.
N/A—5,327-5,327-100%$471.6K———
Warner Financial, Inc
N/A—5,262-5,262-100%$465.9K———
Commerce Bank
N/A—5,241-5,241-100%$464.0K———
Level Four Advisory Services, LLC
N/A—5,106-5,106-100%$452.1K———
Perennial Investment Advisors, LLC
N/A—5,038-5,038-100%$446.1K———
Johnson Investment Counsel Inc
N/A—4,913-4,913-100%$435.0K———
Capasso Planning Partners LLC
N/A—4,888-4,888-100%$432.8K———
Allworth Financial LP
N/A—4,887-4,887-100%$432.7K———
Pinnacle Family Advisors, LLC
N/A—4,861-4,861-100%$430.4K———
Seeds Investor LLC
N/A—4,771-4,771-100%$422.4K———
Caprock Group, LLC
N/A—4,750-4,750-100%$420.6K———
Prostatis Group LLC
N/A—4,687-4,687-100%$415.0K———
LGL Partners, LLC
N/A—4,685-4,685-100%$414.8K———
Foundations Investment Advisors, LLC
N/A—4,675-4,675-100%$413.9K———
Private Wealth Advisors, LLC
N/A—4,652-4,652-100%$411.9K———
Coston, McIsaac & Partners
N/A—4,569-4,569-100%$404.0K———
Betterment LLC
N/A—4,440-4,440-100%$393.0K———
Coldstream Capital Management Inc
N/A—4,433-4,433-100%$392.5K———
BFC Planning, Inc.
N/A—4,420-4,420-100%$391.3K———
PFG Investments, LLC
N/A—4,418-4,418-100%$391.2K———
Rollins Financial Advisors, LLC
N/A—4,354-4,354-100%$385.5K———
Hantz Financial Services, Inc.
N/A—4,326-4,326-100%$383.0K———
Brave Asset Management Inc
N/A—4,250-4,250-100%$376.3K———
Earned Wealth Advisors, LLC
N/A—4,160-4,160-100%$368.3K———
Diversified Trust Co
N/A—4,108-4,108-100%$363.7K———
Van Hulzen Asset Management, LLC
N/A—4,100-4,100-100%$363.0K———
Spirepoint Private Client, LLC
N/A—4,091-4,091-100%$362.2K———
Prime Buchholz LLC
N/A—4,000-4,000-100%$354.2K———
Quest Investment Management LLC
N/A—3,945-3,945-100%$349.3K———
Cura Wealth Advisors, LLC
N/A—3,911-3,911-100%$346.3K———
Nuveen, LLC
N/A—3,911-3,911-100%$346.2K———
Centaurus Financial, Inc.
N/A—3,911-3,911-100%$346.0K———
Copia Wealth Management
N/A—3,892-3,892-100%$344.6K———
Cascade Financial Partners, LLC
N/A—3,850-3,850-100%$340.8K———
Red Wave Investments LLC
N/A—3,774-3,774-100%$334.2K———
Range Advisory, LLC
N/A—3,741-3,741-100%$331.2K———
Texas Yale Capital Corp.
N/A—3,729-3,729-100%$330.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,724-3,724-100%$329.7K———
Benjamin Edwards Inc
N/A—3,702-3,702-100%$327.8K———
Werba Rubin Papier Wealth Management
N/A—3,682-3,682-100%$326.0K———
Geometric Wealth Advisors
N/A—3,659-3,659-100%$323.9K———
Medallion Wealth Advisors, LLC
N/A—3,399-3,399-100%$300.9K———
Global Retirement Partners, LLC
N/A—3,374-3,374-100%$298.8K———
Stratos Wealth Advisors, LLC
N/A—3,318-3,318-100%$293.8K———
Wealth Alliance, LLC
N/A—3,311-3,311-100%$293.1K———
Haverford Financial Services, Inc.
N/A—3,290-3,290-100%$291.3K———
HTG Investment Advisors, Inc.
N/A—3,252-3,252-100%$287.9K———
Maimon Wealth Management Ltd.
N/A—3,238-3,238-100%$286.7K———
One Capital Management, LLC
N/A—3,220-3,220-100%$265.4K———
Bedel Financial Consulting, Inc.
N/A—3,214-3,214-100%$284.6K———
Summit Financial, LLC
N/A—3,203-3,203-100%$283.6K———
Hamilton Wealth, LLC
N/A—3,144-3,144-100%$278.4K———
Red Door Wealth Management, LLC
N/A—3,129-3,129-100%$277.1K———
QRG Capital Management, Inc.
N/A—3,125-3,125-100%$276.7K———
Star Financial Bank
N/A—3,113-3,113-100%$275.6K———
HBK Sorce Advisory LLC
N/A—3,082-3,082-100%$283.1K———
Miller Investment Management, LP
N/A—3,073-3,073-100%$272.1K———
Waterloo Capital, L.P.
N/A—3,061-3,061-100%$271.0K———
Pennington Partners & Co., LLC
N/A—3,048-3,048-100%$269.8K———
Berger Financial Group, Inc
N/A—3,041-3,041-100%$269.2K———
MidFirst Bank
N/A—2,967-2,967-100%$262.7K———
Rodgers Brothers Inc.
N/A—2,952-2,952-100%$261.4K———
Larch Capital Partners LLC
N/A—2,951-2,951-100%$261.3K———
Checchi Capital Advisers, LLC
N/A—2,912-2,912-100%$257.8K———
Main Street Financial Solutions, LLC
N/A—2,895-2,895-100%$256.3K———
Lifeworks Advisors, LLC
N/A—2,879-2,879-100%$254.9K———
Abbot Financial Management, Inc.
N/A—2,860-2,860-100%$253.2K———
Huntington National Bank
N/A—2,819-2,819-100%$249.6K———
Dunhill Financial, LLC
N/A—2,817-2,817-100%$249.4K———
Calydon Capital
N/A—2,802-2,802-100%$248.1K———
Canal Capital Management, LLC
N/A—2,762-2,762-100%$244.5K———
Leith Wheeler Investment Counsel Ltd.
N/A—2,750-2,750-100%$243.5K———
Stratos Wealth Partners, Ltd.
N/A—2,749-2,749-100%$243.4K———
Integrity Wealth Solutions LLC
N/A—2,716-2,716-100%$240.5K———
Coastwise Capital Group, LLC
N/A—2,706-2,706-100%$239.6K———
Rehmann Capital Advisory Group
N/A—2,698-2,698-100%$238.9K———
Capstone Investment Advisors, LLC
N/A—2,662-2,662-100%$235.7K———
Intrust Bank NA
N/A—2,660-2,660-100%$235.5K———
Spartan Wealth Advisory Services LLC
N/A—2,640-2,640-100%$233.7K———
Kingsview Wealth Management, LLC
N/A—2,634-2,634-100%$233.2K———
Bragg Financial Advisors, Inc
N/A—2,594-2,594-100%$229.7K———
SVB Wealth LLC
N/A—2,590-2,590-100%$229.3K———
Barnett & Company, Inc.
N/A—2,562-2,562-100%$226.8K———
Ameritas Advisory Services, LLC
N/A—2,535-2,535-100%$224.5K———
Partners in Financial Planning
N/A—2,525-2,525-100%$223.6K———
EWA, LLC
N/A—2,506-2,506-100%$221.9K———
Money Concepts Capital Corp
N/A—2,459-2,459-100%$217.7K———
Alesco Advisors, LLC, An ESL Co
N/A—2,430-2,430-100%$215.2K———
Fielder Capital Group LLC
N/A—2,417-2,417-100%$214.0K———
Swisher Financial Concepts, Inc.
N/A—2,404-2,404-100%$212.9K———
AE Wealth Management LLC
N/A—2,397-2,397-100%$212.3K———
1ST Source Bank
N/A—2,394-2,394-100%$212.0K———
IFG Advisory, LLC
N/A—2,392-2,392-100%$211.8K———
M3 Advisory Group, LLC
N/A—2,331-2,331-100%$206.4K———
Pinnacle Wealth Management, LLC
N/A—2,326-2,326-100%$205.9K———
Disciplined Investors, L.L.C.
N/A—2,295-2,295-100%$203.2K———
McGinn Penninger Investment Management, Inc.
N/A—2,283-2,283-100%$202.0K———
K.J. Harrison & Partners Inc
N/A—2,274-2,274-100%$201.3K———
JAG Capital Management, LLC
N/A—2,259-2,259-100%$200.0K———
Financial Gravity Companies, Inc.
N/A—2,255-2,255-100%$199.6K———
Frazier Financial Advisors, LLC
N/A—2,184-2,184-100%$193.4K———
Aptus Capital Advisors, LLC
N/A—2,133-2,133-100%$188.9K———
Millstone Evans Group, LLC
N/A—2,096-2,096-100%$185.6K———
Swan Capital LLC
N/A—1,827-1,827-100%$161.8K———
PeakShares LLC
N/A—1,764-1,764-100%$156.2K———
Wellington Grp LLC
N/A—1,633-1,633-100%$134.6K———
Rothschild Investment LLC
N/A—1,625-1,625-100%$143.9K———
JTC Employer Solutions Trustee Ltd
N/A—1,584-1,584-100%$140.0K———
Keewaydin Investments LLC
N/A—1,575-1,575-100%$139.5K———
Glassman Wealth Services
N/A—1,571-1,571-100%$139.1K———
Bogart Wealth, LLC
N/A—1,414-1,414-100%$125.2K———
Ramirez Asset Management, Inc.
N/A—1,300-1,300-100%$115.1K———
Topsail Wealth Management, LLC
N/A—1,275-1,275-100%$112.9K———
Front Row Advisors LLC
N/A—1,260-1,260-100%$116.3K———
Webster Bank, N. A.
N/A—1,220-1,220-100%$108.0K———
Strategic Wealth Partners, Ltd.
N/A—1,083-1,083-100%$95.9K———
Pinney & Scofield, Inc.
N/A—1,044-1,044-100%$92.4K———
WealthCollab, LLC
N/A—1,028-1,028-100%$91.0K———
Purpose Unlimited Inc.
N/A—1,013-1,013-100%$91.1K———
Whittier Trust Co of Nevada Inc
N/A—992-992-100%$88.3K———
CVA Family Office, LLC
N/A—936-936-100%$82.9K———
JDM Financial Group LLC
N/A—853-853-100%$75.5K———
Dogwood Wealth Management LLC
N/A—761-761-100%$67.4K———
Atlantic Union Bankshares Corp
N/A—732-732-100%$64.8K———
Chesapeake Asset Management LLC
N/A—729-729-100%$64.5K———
Smartleaf Asset Management LLC
N/A—586-586-100%$51.6K———
Ameriflex Group, Inc.
N/A—560-560-100%$49.6K———
Timbuktu Capital Management, LLC
N/A—530-530-100%$46.9K———
Howe & Rusling Inc
N/A—496-496-100%$43.9K———
N.E.W. Advisory Services LLC
N/A—491-491-100%$43.5K———
Delos Wealth Advisors, LLC
N/A—461-461-100%$40.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—425-425-100%$37.6K———
Boreal Capital Management LLC
N/A—390-390-100%$34.5K———
JPL Wealth Management, LLC
N/A—355-355-100%$31.4K———
Proffitt & Goodson Inc
N/A—345-345-100%$30.5K———
Osbon Capital Management LLC
N/A—335-335-100%$29.7K———
Allianz SE
N/A—321-321-100%$28.4K———
Financial Life Planners
N/A—312-312-100%$27.7K———
Crewe Advisors LLC
N/A—304-304-100%$26.9K———
Mark Sheptoff Financial Planning, LLC
N/A—300-300-100%$26.6K———
Kilter Group LLC
N/A—296-296-100%$26.2K———
Russell Investments Group, Ltd.
N/A—291-291-100%$25.7K———
Atomic Invest LLC
N/A—290-290-100%$25.5K———
Darwin Wealth Management, LLC
N/A—282-282-100%$25.0K———
TD Capital Management LLC
N/A—278-278-100%$24.7K———
HHM Wealth Advisors, LLC
N/A—254-254-100%$22.5K———
Park Place Capital Corp
N/A—247-247-100%$21.9K———
Lavaca Capital LLC
N/A—242-242-100%$21.4K———
Napier Financial, LLC
N/A—235-235-100%$20.8K———
LRI Investments, LLC
N/A—200-200-100%$17.7K———
Motco
N/A—193-193-100%$17.1K———
Caitlin John, LLC
N/A—174-174-100%$15.4K———
Allied Private Wealth LLC
N/A—154-154-100%$13.6K———
Winch Advisory Services, LLC
N/A—153-153-100%$13.6K———
IAG Wealth Partners, LLC
N/A—130-130-100%$11.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—115-115-100%$10.2K———
HM Payson & Co
N/A—101-101-100%$8.9K———
S&T Bank
N/A—96-96-100%$8.5K———
IMA Advisory Services, Inc.
N/A—77-77-100%$6.8K———
Westend Capital Management, LLC
N/A—67-67-100%$5.9K———
Broadwater Capital Management LLC
N/A—64-64-100%$5.7K———
Cheviot Value Management, LLC
N/A—60-60-100%$5.3K———
Orion Capital Management LLC
N/A—60-60-100%$5.3K———
Colonial Trust Co / SC
N/A—56-56-100%$5.0K———
Founders Financial Alliance, LLC
N/A—48-48-100%$4.3K———
MRP Capital Investments, LLC
N/A—35-35-100%$3.1K———
Showing 939 of 939 institutions