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Vanguard Industrials ETF (VIS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares312,891 from 303,789
Change+9,102 (+3%)
Value$100.3M (-$9.2M)
Filed 2026-11-06
Beacon Capital Management, Inc.
DECREASED
Shares266,223 from 280,807
Change-14,584 (-5%)
Value$85.3M (-$15.9M)
Filed 2026-10-13
Compass Financial Group, Inc
INCREASED
Shares153,707 from 148,597
Change+5,110 (+3%)
Value$49.3M (-$4.3M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares121,765 from 112,796
Change+8,969 (+8%)
Value$39.0M (-$1.6M)
Filed 2026-11-04
KCM Investment Advisors LLC
INCREASED
Shares87,262 from 86,620
Change+642 (+1%)
Value$28.0M (-$3.2M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares78,877 from 78,957
Change-80 (0%)
Value$25.3M (-$3.2M)
Filed 2026-11-02
Harfst & Associates, Inc.
DECREASED
Shares72,675 from 73,175
Change-500 (-1%)
Value$23.3M (-$3.1M)
Filed 2026-10-20
Capital Advantage, Inc.
INCREASED
Shares51,963 from 50,964
Change+999 (+2%)
Value$16.7M (-$1.7M)
Filed 2026-10-14
Cadent Capital Advisors, LLC
DECREASED
Shares48,030 from 51,263
Change-3,233 (-6%)
Value$15.4M (-$3.1M)
Filed 2026-10-09
PNC Financial Services Group, Inc.
DECREASED
Shares48,016 from 48,792
Change-776 (-2%)
Value$15.4M (-$2.2M)
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
INCREASED
Shares44,193 from 44,067
Change+126 (+0%)
Value$14.2M (-$1.7M)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares37,645 from 38,155
Change-510 (-1%)
Value$12.1M (-$1.7M)
Filed 2026-11-05
AGF Management LTD
DECREASED
Shares37,585 from 37,810
Change-225 (-1%)
Value$12.0M (-$1.6M)
Filed 2026-11-03
Aberdeen Group plc
NEW
Shares35,775
Change+35,775
Value$10.2M
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares33,374 from 35,593
Change-2,219 (-6%)
Value$10.7M (-$2.1M)
Filed 2026-10-30
J. Safra Sarasin Holding AG
UNCHANGED
Shares33,235 from 33,235
Change0 (0%)
Value$10.4M ($0)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,582 from 31,532
Change+1,050 (+3%)
Value$7.9M (-$394.0K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares30,783 from 31,941
Change-1,158 (-4%)
Value$9.9M (-$1.6M)
Filed 2026-10-05
Strengthening Families & Communities, LLC
DECREASED
Shares25,682 from 25,757
Change-75 (0%)
Value$8.2M (-$1.1M)
Filed 2026-10-21
Simon Quick Advisors, LLC
DECREASED
Shares22,652 from 27,563
Change-4,911 (-18%)
Value$7.3M (-$2.7M)
Filed 2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED
Shares22,370 from 23,146
Change-776 (-3%)
Value$7.2M (-$1.2M)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares22,120 from 17,378
Change+4,742 (+27%)
Value$7.2M (+$974.9K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares19,767 from 16,947
Change+2,820 (+17%)
Value$6.3M (+$228.1K)
Filed 2026-11-05
Sharper & Granite LLC
INCREASED
Shares19,319 from 17,712
Change+1,607 (+9%)
Value$6.0M (-$351.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares19,254 from 18,622
Change+632 (+3%)
Value$6.2M (-$539.7K)
Filed 2026-11-02
Financial Advisory Partners, LLC
INCREASED
Shares18,500 from 18,312
Change+188 (+1%)
Value$5.9M (-$669.8K)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares17,253 from 16,434
Change+819 (+5%)
Value$5.5M (-$380.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,972 from 17,245
Change-273 (-2%)
Value$5.4K (-$6.2M)
Filed 2026-11-02
Maltin Wealth Management, Inc.
INCREASED
Shares16,679 from 16,654
Change+25 (+0%)
Value$5.3M (-$656.1K)
Filed 2026-10-13
Altura Wealth Advisors Inc.
INCREASED
Shares16,635 from 15,843
Change+792 (+5%)
Value$5.3M (-$377.8K)
Filed 2026-10-22
Quaker Wealth Management, LLC
INCREASED
Shares16,562 from 15,916
Change+646 (+4%)
Value$5.3M (-$427.7K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares16,251 from 15,807
Change+444 (+3%)
Value$5.2M (-$488.0K)
Filed 2026-11-02
Bank of Montreal
INCREASED
Shares16,147 from 15,982
Change+165 (+1%)
Value$5.2M (-$584.3K)
Filed 2026-11-09
Crown Wealth Group, LLC
DECREASED
Shares14,871 from 15,058
Change-187 (-1%)
Value$4.8M (-$660.3K)
Filed 2026-10-19
Bailard, Inc.
DECREASED
Shares14,199 from 14,853
Change-654 (-4%)
Value$4.6M (-$801.8K)
Filed 2026-10-13
Bonfire Financial
INCREASED
Shares13,911 from 13,890
Change+21 (+0%)
Value$4.5M (-$546.0K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,392 from 10,151
Change+3,241 (+32%)
Value$4.3M (+$684.1K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares12,754 from 2,631
Change+10,123 (+385%)
Value$4.1M (+$3.1M)
Filed 2026-10-19
Salomon & Ludwin, LLC
DECREASED
Shares12,586 from 12,629
Change-43 (0%)
Value$4.0M (-$454.5K)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares12,009 from 11,087
Change+922 (+8%)
Value$3.8M (-$146.5K)
Filed 2026-10-15
Addison Capital Co
DECREASED
Shares11,458 from 14,420
Change-2,962 (-21%)
Value$3.7M (-$1.5M)
Filed 2026-11-09
AlphaCore Capital LLC
DECREASED
Shares11,030 from 11,825
Change-795 (-7%)
Value$3.5M (-$726.1K)
Filed 2026-11-04
Smith Asset Management Co., LLC
INCREASED
Shares10,920 from 9,954
Change+966 (+10%)
Value$3.5M (-$87.1K)
Filed 2026-10-16
Royal Fund Management, LLC
INCREASED
Shares10,237 from 9,525
Change+712 (+7%)
Value$3.3M (-$151.4K)
Filed 2026-10-22
Freestone Capital Holdings, LLC
INCREASED
Shares10,064 from 10,063
Change+1 (+0%)
Value$3.2M (-$401.1K)
Filed 2026-11-09
Ashton Thomas Securities, LLC
DECREASED
Shares9,432 from 10,441
Change-1,009 (-10%)
Value$3.0M (-$740.0K)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares9,393 from 9,518
Change-125 (-1%)
Value$3.0M (-$419.5K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
DECREASED
Shares9,391 from 9,474
Change-83 (-1%)
Value$3.0M (-$404.3K)
Filed 2026-10-16
Fisher Asset Management, LLC
INCREASED
Shares9,354 from 9,213
Change+141 (+2%)
Value$3.0M (-$322.1K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares9,339 from 8,566
Change+773 (+9%)
Value$3.0M (-$93.8K)
Filed 2026-11-04
Brandywine OAK Private Wealth LLC
DECREASED
Shares9,314 from 9,353
Change-39 (0%)
Value$3.0M (-$385.3K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares9,242 from 9,595
Change-353 (-4%)
Value$3.0M (-$495.7K)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
UNCHANGED
Shares9,230 from 9,230
Change0 (0%)
Value$3.0M (-$368.0K)
Filed 2026-10-27
Sheets Smith Wealth Management
DECREASED
Shares9,175 from 9,783
Change-608 (-6%)
Value$2.9M (-$584.9K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares9,154 from 9,879
Change-725 (-7%)
Value$2.9M (-$624.0K)
Filed 2026-11-04
Park National Corp
DECREASED
Shares8,973 from 9,598
Change-625 (-7%)
Value$2.9M (-$583.0K)
Filed 2026-10-05
Ledyard National Bank
DECREASED
Shares8,315 from 8,795
Change-480 (-5%)
Value$2.7M (-$504.5K)
Filed 2026-10-21
First Financial Corp
INCREASED
Shares8,239 from 8,171
Change+68 (+1%)
Value$2.6M (-$304.0K)
Filed 2026-10-13
Capital Management Associates, Inc
INCREASED
Shares8,227 from 7,214
Change+1,013 (+14%)
Value$2.6M (+$37.0K)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED
Shares8,110 from 7,898
Change+212 (+3%)
Value$2.6M (-$141.9K)
Filed 2026-10-13
Calder Financial LLC
DECREASED
Shares8,090 from 8,322
Change-232 (-3%)
Value$2.6M (-$406.1K)
Filed 2026-10-13
Apollon Financial, LLC
INCREASED
Shares8,082 from 7,481
Change+601 (+8%)
Value$2.6M (-$105.5K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares7,807 from 7,719
Change+88 (+1%)
Value$2.5M (-$279.6K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares7,701 from 7,472
Change+229 (+3%)
Value$2.5M (-$224.5K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,482 from 309
Change+7,173 (+2321%)
Value$2.4M (+$2.3M)
Filed 2026-11-04
RCW Management, LLC
DECREASED
Shares7,292 from 7,294
Change-2 (0%)
Value$2.3M (-$291.5K)
Filed 2026-10-30
Bokf, NA
UNCHANGED
Shares6,753 from 6,753
Change0 (0%)
Value$2.2M (-$269.2K)
Filed 2026-10-27
Fischer Financial Services, Inc.
DECREASED
Shares6,740 from 6,774
Change-34 (0%)
Value$2.2M (-$281.0K)
Filed 2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED
Shares6,514 from 11,841
Change-5,327 (-45%)
Value$2.1M (-$2.2M)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares6,508 from 6,489
Change+19 (+0%)
Value$2.1M (-$252.8K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares6,438 from 5,390
Change+1,048 (+19%)
Value$2.1M (+$120.8K)
Filed 2026-10-23
Harbour Investments, Inc.
INCREASED
Shares6,211 from 6,190
Change+21 (+0%)
Value$2.0M (-$240.1K)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares6,185 from 6,127
Change+58 (+1%)
Value$2.0M (-$225.5K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares6,026 from 5,924
Change+102 (+2%)
Value$1.9M (-$203.5K)
Filed 2026-10-21
Brighton Jones LLC
DECREASED
Shares5,989 from 6,044
Change-55 (-1%)
Value$1.9M (-$258.6K)
Filed 2026-11-03
Sonata Capital Group Inc
INCREASED
Shares5,750 from 5,625
Change+125 (+2%)
Value$1.8M (-$184.2K)
Filed 2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares5,677 from 5,685
Change-8 (0%)
Value$1.8M (-$229.2K)
Filed 2026-10-22
MontVue Capital Management, Inc.
UNCHANGED
Shares4,576 from 4,576
Change0 (0%)
Value$1.5M (-$182.4K)
Filed 2026-10-19
Western Wealth Management, LLC
INCREASED
Shares4,572 from 3,800
Change+772 (+20%)
Value$1.5M (+$96.0K)
Filed 2026-11-09
Waldron Private Wealth LLC
DECREASED
Shares4,515 from 4,608
Change-93 (-2%)
Value$1.4M (-$213.5K)
Filed 2026-11-02
Congress Asset Management Co
NEW
Shares4,406
Change+4,406
Value$1.4M
Filed 2026-10-06
Community Bank, N.A.
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$1.4M (-$175.4K)
Filed 2026-11-06
SouthState Bank Corp
INCREASED
Shares4,386 from 4,346
Change+40 (+1%)
Value$1.4M (-$160.5K)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,329 from 4,265
Change+64 (+2%)
Value$1.4M (-$149.6K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares4,191 from 4,186
Change+5 (+0%)
Value$1.3M (-$165.3K)
Filed 2026-11-03
Wealthfront Advisers LLC
DECREASED
Shares4,154 from 4,206
Change-52 (-1%)
Value$1.3M (-$184.4K)
Filed 2026-11-09
N.E.W. Advisory Services LLC
INCREASED
Shares4,038 from 3,743
Change+295 (+8%)
Value$1.3M (-$54.6K)
Filed 2026-11-09
Merit Financial Group, LLC
INCREASED
Shares4,022 from 3,809
Change+213 (+6%)
Value$1.3M (-$83.5K)
Filed 2026-11-06
Vaquero Private Wealth, LTD
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.3M (-$159.5K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares3,873 from 4,191
Change-318 (-8%)
Value$1.2M (-$278.9K)
Filed 2026-10-23
Chatham Capital Group, Inc.
INCREASED
Shares3,750 from 3,700
Change+50 (+1%)
Value$1.2M (-$131.5K)
Filed 2026-10-16
Asset One Wealth Management LLC
DECREASED
Shares3,726 from 3,787
Change-61 (-2%)
Value$1.2M (-$121.2K)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares3,704 from 3,440
Change+264 (+8%)
Value$1.2M (-$52.5K)
Filed 2026-11-04
Woodward Diversified Capital, LLC
DECREASED
Shares3,627 from 3,891
Change-264 (-7%)
Value$1.2M (-$239.7K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares3,562 from 3,672
Change-110 (-3%)
Value$1.1M (-$181.9K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,560 from 3,647
Change-87 (-2%)
Value$1.1M (-$173.3K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares3,545 from 3,050
Change+495 (+16%)
Value$1.1M (+$37.0K)
Filed 2026-10-16
RBA Wealth Management, LLC
INCREASED
Shares3,494 from 3,422
Change+72 (+2%)
Value$1.1M (-$113.3K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares3,456 from 3,161
Change+295 (+9%)
Value$1.1K (-$1.1M)
Filed 2026-10-26
City State Bank
INCREASED
Shares3,443 from 3,414
Change+29 (+1%)
Value$1.1M (-$126.8K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$1.1M (-$136.0K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares3,339 from 9,740
Change-6,401 (-66%)
Value$1.1M (-$2.4M)
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares3,292 from 4,239
Change-947 (-22%)
Value$1.1M (-$472.7K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares3,282 from 8,253
Change-4,971 (-60%)
Value$1.1M (-$1.9M)
Filed 2026-10-16
Pinnacle Associates LTD
UNCHANGED
Shares3,249 from 3,249
Change0 (0%)
Value$1.0M (-$129.5K)
Filed 2026-10-20
Eagle Capital Management, LLC
INCREASED
Shares3,246 from 3,153
Change+93 (+3%)
Value$1.0K (-$96)
Filed 2026-10-19
Franklin Street Advisors Inc
UNCHANGED
Shares3,157 from 3,157
Change0 (0%)
Value$1.0M (-$125.9K)
Filed 2026-10-13
Idaho Trust Co
DECREASED
Shares3,125 from 3,296
Change-171 (-5%)
Value$1.0M (-$186.2K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares3,074 from 3,068
Change+6 (+0%)
Value$985.2K (-$120.4K)
Filed 2026-10-08
Plancorp, LLC
NEW
Shares3,030
Change+3,030
Value$971.9K
Filed 2026-11-03
Eagle Wealth Advisors LLC
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$923.7K (-$114.9K)
Filed 2026-10-20
Geneva Capital Management LLC
NEW
Shares2,854
Change+2,854
Value$914.6K
Filed 2026-11-09
Integrity Alliance, Llc.
DECREASED
Shares2,817 from 2,874
Change-57 (-2%)
Value$903.1K (-$132.9K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares2,805 from 3,960
Change-1,155 (-29%)
Value$899.1K (-$528.1K)
Filed 2026-10-08
Narwhal Capital Management
UNCHANGED
Shares2,799 from 2,799
Change0 (0%)
Value$897.1K (-$111.6K)
Filed 2026-11-04
Northstar Asset Management Co
INCREASED
Shares2,770 from 2,715
Change+55 (+2%)
Value$891.6K (-$59.1K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
INCREASED
Shares2,762 from 2,398
Change+364 (+15%)
Value$885.4K (+$21.1K)
Filed 2026-10-21
Collective Family Office LLC
DECREASED
Shares2,721 from 2,729
Change-8 (0%)
Value$872.1K (-$111.4K)
Filed 2026-10-05
Thrivent Financial for Lutherans
INCREASED
Shares2,689 from 2,586
Change+103 (+4%)
Value$862 (-$931.1K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares2,653 from 2,544
Change+109 (+4%)
Value$850.3K (-$61.7K)
Filed 2026-10-30
CWA Asset Management Group, LLC
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$834.6K (-$103.8K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,583 from 2,583
Change0 (0%)
Value$827.9K (-$103.0K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares2,526 from 2,359
Change+167 (+7%)
Value$809.7K (-$40.5K)
Filed 2026-10-23
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$807.7K (-$100.5K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares2,486 from 2,546
Change-60 (-2%)
Value$796.8K (-$120.7K)
Filed 2026-10-14
Fifth Third Securities, Inc.
INCREASED
Shares2,410 from 2,333
Change+77 (+3%)
Value$772.5K (-$68.3K)
Filed 2026-10-21
Financial Freedom, LLC
DECREASED
Shares2,401 from 2,537
Change-136 (-5%)
Value$769.5K (-$144.8K)
Filed 2026-11-06
Lauer Wealth, LLC
INCREASED
Shares2,394 from 2,188
Change+206 (+9%)
Value$772.4K (+$11.4K)
Filed 2026-10-13
Childress Capital Advisors, LLC
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$753.8K (-$93.8K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,344 from 2,283
Change+61 (+3%)
Value$751.3K (-$71.5K)
Filed 2026-10-21
High Net Worth Advisory Group LLC
INCREASED
Shares2,341 from 2,225
Change+116 (+5%)
Value$750.3K (-$51.8K)
Filed 2026-10-26
Novem Group
INCREASED
Shares2,330 from 2,177
Change+153 (+7%)
Value$746.9K (-$37.8K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares2,260 from 2,629
Change-369 (-14%)
Value$724.2K (-$223.3K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares2,233 from 2,210
Change+23 (+1%)
Value$715.7K (-$80.7K)
Filed 2026-10-15
Atlas Capital Advisors Inc.
INCREASED
Shares2,217 from 2,177
Change+40 (+2%)
Value$12.4M (+$11.7M)
Filed 2026-11-09
Avantax Planning Partners, Inc.
INCREASED
Shares2,202 from 2,087
Change+115 (+6%)
Value$705.8K (-$46.4K)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$697.1K (-$86.7K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
DECREASED
Shares2,150 from 11,461
Change-9,311 (-81%)
Value$689.1K (-$3.4M)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares2,128 from 2,787
Change-659 (-24%)
Value$682.0K (-$322.2K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares2,112 from 1,727
Change+385 (+22%)
Value$676.9K (+$54.5K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares2,052 from 2,165
Change-113 (-5%)
Value$657.6K (-$122.7K)
Filed 2026-10-26
Ascent Group, LLC
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$645.6K (-$80.3K)
Filed 2026-10-30
Compass Capital Management, Inc
NEW
Shares2,000
Change+2,000
Value$641.0K
Filed 2026-11-06
Investment Planning Advisors, Inc.
INCREASED
Shares1,978 from 1,052
Change+926 (+88%)
Value$634.0K (+$254.9K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$632.4K (-$78.7K)
Filed 2026-10-15
Leavell Investment Management, Inc.
DECREASED
Shares1,937 from 2,067
Change-130 (-6%)
Value$620.8K (-$124.1K)
Filed 2026-11-09
Asset Advisors Investment Management, LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$620.2K (-$77.1K)
Filed 2026-10-19
Quartz Partners, LLC
DECREASED
Shares1,930 from 2,055
Change-125 (-6%)
Value$618.6K (-$122.0K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares1,926 from 1,341
Change+585 (+44%)
Value$617.2K (+$133.7K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares1,917 from 39,804
Change-37,887 (-95%)
Value$614.4K (-$13.7M)
Filed 2026-10-28
Founders Financial Securities LLC
DECREASED
Shares1,916 from 1,936
Change-20 (-1%)
Value$614.2K (-$83.4K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares1,897 from 1,989
Change-92 (-5%)
Value$608.1K (-$108.5K)
Filed 2026-11-06
Bank of New York Mellon Corp
NEW
Shares1,889
Change+1,889
Value$605.4K
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares1,888 from 1,637
Change+251 (+15%)
Value$605.1K (+$15.2K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,876 from 1,892
Change-16 (-1%)
Value$601.2K (-$80.7K)
Filed 2026-11-04
Riverbridge Partners LLC
NEW
Shares1,823
Change+1,823
Value$584.3K
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares1,811 from 2,038
Change-227 (-11%)
Value$580.4K (-$154.0K)
Filed 2026-10-16
United Asset Strategies, Inc.
NEW
Shares1,794
Change+1,794
Value$575.0K
Filed 2026-10-28
Financial Consulate, Inc
DECREASED
Shares1,777 from 1,779
Change-2 (0%)
Value$569.5K (-$71.5K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
DECREASED
Shares1,760 from 1,839
Change-79 (-4%)
Value$564.1K (-$98.6K)
Filed 2026-10-26
D'Orazio & Associates, Inc.
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$558.6K (-$69.5K)
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$537 (-$66)
Filed 2026-10-13
Hardy Reed LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$528.8K (-$65.8K)
Filed 2026-11-06
Kennicott Capital Management LLC
UNCHANGED
Shares1,624 from 1,624
Change0 (0%)
Value$520.5K (-$64.7K)
Filed 2026-10-16
Savant Capital, LLC
DECREASED
Shares1,618 from 1,812
Change-194 (-11%)
Value$518.5K (-$105.8K)
Filed 2026-11-06
Bluesphere Advisors LLC
DECREASED
Shares1,583 from 1,609
Change-26 (-2%)
Value$507.4K (-$72.5K)
Filed 2026-10-19
Pines Wealth Management, LLC
INCREASED
Shares1,571 from 1,453
Change+118 (+8%)
Value$503.5K (-$20.1K)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
NEW
Shares1,568
Change+1,568
Value$502.5K
Filed 2026-11-02
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares1,560 from 630
Change+930 (+148%)
Value$500 (-$226.5K)
Filed 2026-11-05
tru Independence LLC
INCREASED
Shares1,544 from 1,541
Change+3 (+0%)
Value$494.7K (-$60.6K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares1,530 from 1,536
Change-6 (0%)
Value$490.5K (-$63.1K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,519 from 1,520
Change-1 (0%)
Value$486.9K (-$60.9K)
Filed 2026-11-02
Banque Pictet & CIE SA
DECREASED
Shares1,515 from 2,300
Change-785 (-34%)
Value$485.6K (-$343.3K)
Filed 2026-10-16
Olistico Wealth, LLC
INCREASED
Shares1,478 from 1,476
Change+2 (+0%)
Value$473.6K (-$58.4K)
Filed 2026-10-05
Brookstone Capital Management
DECREASED
Shares1,476 from 1,535
Change-59 (-4%)
Value$473.2K (-$80.1K)
Filed 2026-10-22
Kathmere Capital Management, LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$467.0K (-$58.1K)
Filed 2026-10-20
Wespac Advisors, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$463.1K (-$57.6K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares1,430 from 1,416
Change+14 (+1%)
Value$458.2K (-$52.3K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,419 from 1,369
Change+50 (+4%)
Value$454.8K (-$38.6K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,407 from 3,101
Change-1,694 (-55%)
Value$451.0K (-$666.6K)
Filed 2026-10-07
KPP Advisory Services LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$434.3K (-$54.0K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
DECREASED
Shares1,346 from 1,422
Change-76 (-5%)
Value$431.3K (-$81.4K)
Filed 2026-10-22
Mystic Asset Management, Inc.
INCREASED
Shares1,346 from 1,308
Change+38 (+3%)
Value$431.4K (-$40.0K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
DECREASED
Shares1,337 from 1,699
Change-362 (-21%)
Value$428.6K (-$183.7K)
Filed 2026-10-13
HBW Advisory Services LLC
NEW
Shares1,328
Change+1,328
Value$425.6K
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,325 from 809
Change+516 (+64%)
Value$424.8K (+$133.1K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
DECREASED
Shares1,291 from 1,914
Change-623 (-33%)
Value$413.8K (-$276.0K)
Filed 2026-11-05
Montis Financial, LLC
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$398.7K (-$49.6K)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares1,217 from 1,228
Change-11 (-1%)
Value$390.1K (-$52.5K)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares1,214 from 1,183
Change+31 (+3%)
Value$389.1K (-$37.2K)
Filed 2026-10-28
Wulff, Hansen & Co.
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$381.4K (-$47.4K)
Filed 2026-11-09
SilverOak Wealth Management LLC
INCREASED
Shares1,187 from 1,156
Change+31 (+3%)
Value$380.4K (-$36.2K)
Filed 2026-10-29
Redwood Financial Network Corp
INCREASED
Shares1,179 from 1,177
Change+2 (+0%)
Value$378.0K (-$46.2K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares1,171 from 1,274
Change-103 (-8%)
Value$375.3K (-$83.8K)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,165 from 1,161
Change+4 (+0%)
Value$373.4K (-$45.0K)
Filed 2026-10-15
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$368.6K (-$45.9K)
Filed 2026-11-04
Burney Co/
INCREASED
Shares1,146 from 650
Change+496 (+76%)
Value$367.3K (+$133.1K)
Filed 2026-10-15
LightSquare Wealth Management, LLC
DECREASED
Shares1,143 from 1,147
Change-4 (0%)
Value$366.4K (-$46.8K)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$365 (-$409.6K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,136 from 1,051
Change+85 (+8%)
Value$364.2K (-$14.6K)
Filed 2026-10-13
Darden Wealth Group Inc
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$362.2K (-$45.1K)
Filed 2026-11-06
Winch Advisory Services, LLC
INCREASED
Shares1,120 from 1,118
Change+2 (+0%)
Value$359.1K (-$43.8K)
Filed 2026-11-06
Parsons Capital Management Inc
INCREASED
Shares1,103 from 887
Change+216 (+24%)
Value$353.5K (+$33.9K)
Filed 2026-10-28
Rare Wolf Capital LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$350.0K (-$43.5K)
Filed 2026-10-20
TFB Advisors LLC
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$348.1K (-$43.3K)
Filed 2026-11-02
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$333.3K (-$41.5K)
Filed 2026-10-09
HBK Sorce Advisory LLC
INCREASED
Shares1,027 from 946
Change+81 (+9%)
Value$319.4K (-$19.3K)
Filed 2026-11-06
Junk Investment Group, LLC
INCREASED
Shares1,023 from 897
Change+126 (+14%)
Value$328.0K (+$4.8K)
Filed 2026-10-19
Odyssey Capital Advisors, Inc.
DECREASED
Shares1,017 from 1,216
Change-199 (-16%)
Value$326.1K (-$112.2K)
Filed 2026-10-26
Keybank National Association
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$325.0K (-$40.4K)
Filed 2026-11-04
Perryman Financial Advisory Inc
INCREASED
Shares1,008 from 1,006
Change+2 (+0%)
Value$323.2K (-$39.4K)
Filed 2026-10-16
Wedbush Securities Inc
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$321 (-$360.7K)
Filed 2026-10-22
Investment Advisory Services Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$320.5K (-$39.9K)
Filed 2026-10-27
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$320.5K (-$39.9K)
Filed 2026-10-13
Elevatus Welath Management
INCREASED
Shares996 from 995
Change+1 (+0%)
Value$319.4K (-$39.0K)
Filed 2026-10-19
IFG Advisory, LLC
DECREASED
Shares988 from 1,016
Change-28 (-3%)
Value$316.8K (-$49.2K)
Filed 2026-11-09
Albion Financial Group
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$314.4K (-$39.1K)
Filed 2026-10-21
SYM Financial Corp
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$313.1K (-$39.0K)
Filed 2026-10-26
Patten & Patten Inc
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$306.1K (-$38.1K)
Filed 2026-10-26
Kellett Wealth Advisors, LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$306.1K (-$38.1K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares944 from 953
Change-9 (-1%)
Value$304.6K (-$38.9K)
Filed 2026-10-09
Heritage Investment Group, Inc.
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$301.0K (-$37.4K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares937 from 1,297
Change-360 (-28%)
Value$300.2K (-$167.3K)
Filed 2026-10-30
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$299.4K (-$37.2K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
DECREASED
Shares927 from 928
Change-1 (0%)
Value$291.9K (-$32.8K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
DECREASED
Shares926 from 1,495
Change-569 (-38%)
Value$296.9K (-$242.0K)
Filed 2026-11-06
Hoxton Planning & Management, LLC
DECREASED
Shares923 from 1,058
Change-135 (-13%)
Value$295.8K (-$85.5K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$294 (-$314.7K)
Filed 2026-11-04
Wealthcare Capital Partners, LLC
INCREASED
Shares915 from 883
Change+32 (+4%)
Value$293.2K (-$25.0K)
Filed 2026-10-21
WealthBridge Capital Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$288.5K (-$35.9K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares892 from 894
Change-2 (0%)
Value$285.8K (-$36.5K)
Filed 2026-10-13
NorthLanding Financial Partners, LLC
INCREASED
Shares887 from 885
Change+2 (+0%)
Value$284.2K (-$34.7K)
Filed 2026-10-15
Welch Group, LLC
NEW
Shares868
Change+868
Value$278.1K
Filed 2026-10-29
Cornerstone Wealth Management, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$278.2K (-$34.6K)
Filed 2026-11-04
Archford Capital Strategies, LLC
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$277.7K (-$34.5K)
Filed 2026-10-19
Markowski Investments
INCREASED
Shares850 from 840
Change+10 (+1%)
Value$272.3K (-$30.5K)
Filed 2026-10-30
Phillip James Consulting Co.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$272.4K (-$33.9K)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$271.8K (-$33.8K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
DECREASED
Shares833 from 860
Change-27 (-3%)
Value$266.9K (-$43.0K)
Filed 2026-11-06
Lodestar Private Asset Management LLC
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$263.5K (-$32.8K)
Filed 2026-10-26
Altfest L J & Co Inc
DECREASED
Shares819 from 904
Change-85 (-9%)
Value$262.4K (-$63.6K)
Filed 2026-10-27
Winthrop Capital Management, LLC
INCREASED
Shares802 from 801
Change+1 (+0%)
Value$257.0K (-$32.0K)
Filed 2026-11-05
Progressive Investment Management Corp
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$256.4K (-$31.9K)
Filed 2026-10-26
GFS Advisors, LLC
INCREASED
Shares785 from 25
Change+760 (+3040%)
Value$252.0K (-$17.6K)
Filed 2026-11-03
Jm2 Capital Inc.
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$251.6K (-$31.3K)
Filed 2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$250.0K (-$31.1K)
Filed 2026-10-15
4Wealth Advisors, Inc.
INCREASED
Shares779 from 646
Change+133 (+21%)
Value$252.5K (+$23.0K)
Filed 2026-10-13
Allied Investment Advisors, LLC
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$249.4K (-$31.0K)
Filed 2026-10-13
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$248.7K (-$30.9K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares774 from 3,891
Change-3,117 (-80%)
Value$248.1K (-$1.2M)
Filed 2026-10-14
Midwest Trust Co
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$245.2K (-$30.5K)
Filed 2026-10-22
Americana Partners, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$240.7K (-$29.9K)
Filed 2026-10-28
IVC Wealth Advisors LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$240.4K (-$29.9K)
Filed 2026-10-23
Ifrah Financial Services, Inc.
DECREASED
Shares738 from 750
Change-12 (-2%)
Value$236.6K (-$33.7K)
Filed 2026-10-13
KDK Private Wealth Management, LLC
DECREASED
Shares729 from 732
Change-3 (0%)
Value$233.7K (-$30.1K)
Filed 2026-11-03
JBR Co Financial Management Inc
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$258.1K (-$3.2K)
Filed 2026-10-13
Cdkv Holdings LLC
INCREASED
Shares724 from 539
Change+185 (+34%)
Value$232.0K (+$37.8K)
Filed 2026-10-28
Sageworth Trust Co
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$230.4K (-$28.7K)
Filed 2026-10-30
Crescent Grove Advisors, LLC
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$229.8K (-$28.6K)
Filed 2026-10-21
Smith Salley Wealth Management
INCREASED
Shares700 from 600
Change+100 (+17%)
Value$224.4K (+$8.1K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares699 from 476
Change+223 (+47%)
Value$224.0K (+$52.5K)
Filed 2026-11-03
Howard Capital Management, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$222.4K (-$27.7K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares692 from 678
Change+14 (+2%)
Value$221.8K (-$22.4K)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares680 from 678
Change+2 (+0%)
Value$220.3K (-$24.3K)
Filed 2026-10-13
Objective Capital Management, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$217.9K (-$27.1K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
DECREASED
Shares675 from 685
Change-10 (-1%)
Value$216.3K (-$30.4K)
Filed 2026-10-26
TrustWell Financial Advisors, LLC
INCREASED
Shares667 from 625
Change+42 (+7%)
Value$213.8K (-$11.5K)
Filed 2026-10-15
Courier Capital LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$213.1K (-$26.5K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$212.7K (-$26.5K)
Filed 2026-10-08
Baker Avenue Asset Management, LP
DECREASED
Shares656 from 658
Change-2 (0%)
Value$210.3K (-$26.9K)
Filed 2026-11-06
Nearside Advisors, LLC
NEW
Shares646
Change+646
Value$207.0K
Filed 2026-10-20
Elser Financial Planning, Inc
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$207.0K (-$25.8K)
Filed 2026-10-16
Sjbenen Advisory, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$210.7K (-$18.2K)
Filed 2026-10-19
Wealthstar Advisors, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$207.1K (-$25.6K)
Filed 2026-10-19
Santori & Peters, Inc.
INCREASED
Shares643 from 642
Change+1 (+0%)
Value$206.2K (-$25.2K)
Filed 2026-10-26
Tiller Private Wealth, Inc.
INCREASED
Shares635 from 625
Change+10 (+2%)
Value$203.5K (-$21.7K)
Filed 2026-10-26
Central Valley Advisors, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$201.9K (-$25.1K)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$224.5K ($0)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED
Shares600 from 602
Change-2 (0%)
Value$192.4K (-$24.6K)
Filed 2026-10-29
Viewpoint Capital Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$192.3K (-$23.9K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$186.2K (-$23.2K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$182.1K (-$22.6K)
Filed 2026-10-30
Sankala Group LLC
INCREASED
Shares553 from 552
Change+1 (+0%)
Value$177.8K (-$16.8K)
Filed 2026-11-09
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$172.2K (-$21.4K)
Filed 2026-10-13
Breakwater Investment Management
DECREASED
Shares518 from 731
Change-213 (-29%)
Value$166.0K (-$97.4K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
NEW
Shares486
Change+486
Value$155.8K
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$152.2K (-$18.9K)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares406 from 370
Change+36 (+10%)
Value$130.1K (-$3.2K)
Filed 2026-11-05
Advantage Trust Co
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$130.1K (-$16.2K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares404 from 432
Change-28 (-6%)
Value$129.5K (-$26.2K)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$115.4K (-$14.4K)
Filed 2026-10-21
Activest Wealth Management
NEW
Shares355
Change+355
Value$113.8K
Filed 2026-10-15
Geneos Wealth Management Inc.
DECREASED
Shares345 from 373
Change-28 (-8%)
Value$110.7K (-$23.8K)
Filed 2026-11-09
Elevation Wealth Partners, LLC
INCREASED
Shares328 from 327
Change+1 (+0%)
Value$105.2K (-$12.8K)
Filed 2026-10-07
Davis Capital Management
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$104.5K (-$13.0K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares320
Change+320
Value$102.6K
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares319 from 619
Change-300 (-48%)
Value$102.1K (-$120.8K)
Filed 2026-11-05
Y.D. More Investments Ltd
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$96.2K (-$12.0K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares298 from 300
Change-2 (-1%)
Value$95.5K (-$12.6K)
Filed 2026-10-22
Transce3nd, LLC
NEW
Shares297
Change+297
Value$95.6K
Filed 2026-10-26
Eastern Bank
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$94.9K (-$11.8K)
Filed 2026-10-05
Greykasell Wealth Strategies, Inc.
INCREASED
Shares287 from 286
Change+1 (+0%)
Value$91.8K (-$11.3K)
Filed 2026-11-09
Fairscale Capital, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$86.0K (-$10.6K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$83.3K (-$10.4K)
Filed 2026-10-14
Reap Financial Group, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$80.9K (-$9.9K)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$80.8K (-$10.1K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$90.1K ($0)
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$76.0K (-$9.4K)
Filed 2026-10-30
Duncker Streett & Co Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$73.1K (-$9.1K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares226 from 252
Change-26 (-10%)
Value$72.4K (-$18.4K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$65.4K (-$8.1K)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$62.2K (-$7.7K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$59.9K (-$7.5K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares186 from 145
Change+41 (+28%)
Value$59.6K (+$7.4K)
Filed 2026-11-04
Clearstead Trust, LLC
NEW
Shares183
Change+183
Value$58.7K
Filed 2026-11-06
Paladin Advisory Group, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$58.7K (-$7.3K)
Filed 2026-11-09
Clark Wealth Partners
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$55.8K (-$6.9K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$54.5K (-$6.8K)
Filed 2026-10-23
Cardiff Park Advisors, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$53.4K (-$6.6K)
Filed 2026-11-09
DeDora Capital, Inc.
NEW
Shares149
Change+149
Value$47.8K
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$46.2K (-$5.7K)
Filed 2026-10-05
Silvant Capital Management LLC
NEW
Shares140
Change+140
Value$45.0K
Filed 2026-11-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$44.2K (-$5.5K)
Filed 2026-10-16
Hantz Financial Services, Inc.
INCREASED
Shares137 from 100
Change+37 (+37%)
Value$44 (-$36.0K)
Filed 2026-11-09
Roxbury Financial LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$41.9K (-$5.1K)
Filed 2026-10-01
EPG Wealth Management LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$41.1K (-$5.0K)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares120
Change+120
Value$38.5K
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$38.1K (-$4.7K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares117 from 106
Change+11 (+10%)
Value$37.7K (-$633)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares107
Change+107
Value$34.3K
Filed 2026-10-21
Deutsche Bank Ag\
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$33.7K (-$4.2K)
Filed 2026-11-06
Next Level Wealth Planning, LLC
NEW
Shares102
Change+102
Value$32.7K
Filed 2026-10-29
Bullock Wealth Management Group
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$33.0K (-$3.2K)
Filed 2026-10-09
Gamma Investing LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$32.1K (-$4.0K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$32.1K (-$4.0K)
Filed 2026-11-04
Bessemer Group Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$30 (-$34.0K)
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares91 from 94
Change-3 (-3%)
Value$29.2K (-$4.7K)
Filed 2026-11-06
Key Capital Management, Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$28.8K (-$3.6K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares87 from 92
Change-5 (-5%)
Value$27.8K (-$5.3K)
Filed 2026-10-30
Concord Wealth Partners
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$27.6K (-$3.4K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$27.2K (-$3.3K)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares81
Change+81
Value$26.0K
Filed 2026-10-14
Beacon Financial Strategies Corp
NEW
Shares77
Change+77
Value$24.7K
Filed 2026-10-14
Balance Wealth Partners LLC
NEW
Shares76
Change+76
Value$24.4K
Filed 2026-10-27
Valley Wealth Managers, Inc.
NEW
Shares76
Change+76
Value$24.4K
Filed 2026-10-09
Horizon Financial Services, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$23.1K (-$2.9K)
Filed 2026-11-04
Mascoma Wealth Management LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$23.1K (-$2.9K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$23.1K (-$2.9K)
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares60
Change+60
Value$19.3K
Filed 2026-11-06
Nemes Rush Group LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$18.9K (-$2.3K)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares57
Change+57
Value$18.3K
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$18.0K (-$2.2K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares54 from 53
Change+1 (+2%)
Value$17 (-$2)
Filed 2026-10-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$16.7K (-$2.1K)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares51
Change+51
Value$16.5K
Filed 2026-10-09
Vima LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$16.0K (-$2.0K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$15.1K (-$1.9K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$13.5K (-$1.7K)
Filed 2026-10-23
Great Lakes Advisors, LLC
NEW
Shares41
Change+41
Value$13.1K
Filed 2026-11-06
Financial Management Professionals, Inc.
NEW
Shares40
Change+40
Value$12.8K
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares34
Change+34
Value$11
Filed 2026-10-02
Jnba Financial Advisors
NEW
Shares33
Change+33
Value$10.6K
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$10.3K (-$1.3K)
Filed 2026-10-28
Avion Wealth
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$10 (-$1)
Filed 2026-11-04
Biltmore Family Office, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$9.3K (-$1.2K)
Filed 2026-11-03
High Note Wealth, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$8.3K (-$1.0K)
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$8.4K (-$1.0K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares25
Change+25
Value$8.0K
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares23
Change+23
Value$7.4K
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares23 from 21
Change+2 (+10%)
Value$7.4K (-$121)
Filed 2026-10-15
City Holding Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.4K (-$797)
Filed 2026-10-19
POM Investment Strategies, LLC
NEW
Shares18
Change+18
Value$5.8K
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.4K (-$677)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares16 from 78
Change-62 (-79%)
Value$5.1K (-$23.0K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares16 from 25
Change-9 (-36%)
Value$5.1K (-$3.9K)
Filed 2026-11-05
Hughes Financial Services, LLC
NEW
Shares15
Change+15
Value$4.9K
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.8K (-$598)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares10
Change+10
Value$3.2K
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares9
Change+9
Value$3.0K
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.9K (-$358)
Filed 2026-10-06
Tower View Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.6K (-$320)
Filed 2026-10-23
Entrust Financial LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.6K (-$199)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.6K (-$199)
Filed 2026-10-28
Mechanics Financial Corp
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.6K (-$199)
Filed 2026-11-05
Rachor Investment Advisory Services, LLC
NEW
Shares4
Change+4
Value$1.3K
Filed 2026-10-29
First Command Advisory Services, Inc.
NEW
Shares2
Change+2
Value$641
Filed 2026-11-05
Gold Investment Management Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$320 (-$41)
Filed 2026-10-19
Elevated Capital Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$322 (-$40)
Filed 2026-11-04
Marks Wealth, LLC
CLOSED
Shares0 from 82,704
Change-82,704 (-100%)
Value$0 (-$29.8M)
Filed 2026-10-30
Curran Financial Partners, LLC
CLOSED
Shares0 from 12,537
Change-12,537 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-04
Doliver Advisors, LP
CLOSED
Shares0 from 2,004
Change-2,004 (-100%)
Value$0 (-$722.2K)
Filed 2026-10-01
Advisor Resource Council
CLOSED
Shares0 from 1,572
Change-1,572 (-100%)
Value$0 (-$563.9K)
Filed 2026-11-05
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 1,546
Change-1,546 (-100%)
Value$0 (-$557.1K)
Filed 2026-11-05
ProVise Management Group, LLC
CLOSED
Shares0 from 1,404
Change-1,404 (-100%)
Value$0 (-$506.0K)
Filed 2026-11-06
VestGen Advisors, LLC
CLOSED
Shares0 from 1,109
Change-1,109 (-100%)
Value$0 (-$399.7K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$385.6K)
Filed 2026-10-16
Ridgeline Wealth, LLC
CLOSED
Shares0 from 928
Change-928 (-100%)
Value$0 (-$334.4K)
Filed 2026-10-14
Mainsail Asset Management, LLC
CLOSED
Shares0 from 785
Change-785 (-100%)
Value$0 (-$270.9K)
Filed 2026-10-14
Diversify Advisory Services, LLC
CLOSED
Shares0 from 783
Change-783 (-100%)
Value$0 (-$275.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 783
Change-783 (-100%)
Value$0 (-$275.2K)
Filed 2026-10-20
Guardian Capital, LLC
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$246.0K)
Filed 2026-11-06
Aspiriant, LLC
CLOSED
Shares0 from 681
Change-681 (-100%)
Value$0 (-$245.4K)
Filed 2026-10-16
Chemung Canal Trust Co
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$222.7K)
Filed 2026-11-04
Private Management Group Inc
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-27
Busey Bank
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-26
Annex Advisory Services, LLC
CLOSED
Shares0 from 569
Change-569 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-16
Kachkovsky & Fisher, Inc.
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-21
Trust Point Inc.
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-27
Legacy Advisors, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-19
Acropolis Investment Management, LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$100.9K)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$74.0K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$57.7K)
Filed 2026-10-13
UMB Bank, n.a.
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$55.5K)
Filed 2026-11-06
Obsidian CIO, LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$49.8K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$46.8K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$44.0K)
Filed 2026-10-29
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$19.8K)
Filed 2026-11-06
Centerpoint Advisors, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$13)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-14
Bank of America Corp
N/A
Shares— from 4,059,536
Change-4,059,536 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,046,706
Change-1,046,706 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 896,593
Change-896,593 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 614,868
Change-614,868 (-100%)
Value—
UBS Group AG
N/A
Shares— from 370,300
Change-370,300 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 272,584
Change-272,584 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 261,124
Change-261,124 (-100%)
Value—
Main Management LLC
N/A
Shares— from 183,975
Change-183,975 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 163,928
Change-163,928 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 162,687
Change-162,687 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 155,606
Change-155,606 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 149,499
Change-149,499 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 141,400
Change-141,400 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 103,898
Change-103,898 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 98,849
Change-98,849 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 90,947
Change-90,947 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 90,784
Change-90,784 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 72,593
Change-72,593 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 61,898
Change-61,898 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 58,706
Change-58,706 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 57,824
Change-57,824 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,379
Change-43,379 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 43,302
Change-43,302 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 41,122
Change-41,122 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 37,658
Change-37,658 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 37,209
Change-37,209 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 28,720
Change-28,720 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 27,427
Change-27,427 (-100%)
Value—
&partners
N/A
Shares— from 26,863
Change-26,863 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,664
Change-24,664 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 24,593
Change-24,593 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,533
Change-23,533 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,421
Change-23,421 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 18,424
Change-18,424 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 17,540
Change-17,540 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,896
Change-15,896 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,991
Change-13,991 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 13,245
Change-13,245 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,521
Change-12,521 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 11,995
Change-11,995 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 11,992
Change-11,992 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,911
Change-11,911 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 11,899
Change-11,899 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,535
Change-11,535 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,206
Change-11,206 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 11,164
Change-11,164 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 10,685
Change-10,685 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,567
Change-10,567 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,091
Change-10,091 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 9,447
Change-9,447 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,405
Change-8,405 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,225
Change-8,225 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,743
Change-7,743 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,648
Change-7,648 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,334
Change-7,334 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Bank of Marin
N/A
Shares— from 955
Change-955 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 926
Change-926 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 902
Change-902 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 843
Change-843 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 815
Change-815 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 741
Change-741 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 695
Change-695 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 688
Change-688 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 659
Change-659 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 610
Change-610 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 581
Change-581 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 580
Change-580 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 520
Change-520 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 377
Change-377 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 288
Change-288 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 260
Change-260 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 254
Change-254 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 189
Change-189 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 143
Change-143 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 102
Change-102 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 82
Change-82 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 80
Change-80 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 73
Change-73 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 68
Change-68 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 64
Change-64 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 53
Change-53 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 45
Change-45 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 44
Change-44 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED312,891303,789+9,102+3%$109.5M$100.3M-$9.2M2026-11-06
Beacon Capital Management, Inc.
DECREASED266,223280,807-14,584-5%$101.2M$85.3M-$15.9M2026-10-13
Compass Financial Group, Inc
INCREASED153,707148,597+5,110+3%$53.6M$49.3M-$4.3M2026-10-13
Lido Advisors, LLC
INCREASED121,765112,796+8,969+8%$40.6M$39.0M-$1.6M2026-11-04
KCM Investment Advisors LLC
INCREASED87,26286,620+642+1%$31.2M$28.0M-$3.2M2026-10-27
Commonwealth Equity Services, LLC
DECREASED78,87778,957-800%$28.5M$25.3M-$3.2M2026-11-02
Harfst & Associates, Inc.
DECREASED72,67573,175-500-1%$26.4M$23.3M-$3.1M2026-10-20
Capital Advantage, Inc.
INCREASED51,96350,964+999+2%$18.4M$16.7M-$1.7M2026-10-14
Cadent Capital Advisors, LLC
DECREASED48,03051,263-3,233-6%$18.5M$15.4M-$3.1M2026-10-09
PNC Financial Services Group, Inc.
DECREASED48,01648,792-776-2%$17.6M$15.4M-$2.2M2026-11-06
MinichMacGregor Wealth Management, LLC
INCREASED44,19344,067+126+0%$15.9M$14.2M-$1.7M2026-10-14
J.W. Cole Advisors, Inc.
DECREASED37,64538,155-510-1%$13.8M$12.1M-$1.7M2026-11-05
AGF Management LTD
DECREASED37,58537,810-225-1%$13.6M$12.0M-$1.6M2026-11-03
Aberdeen Group plc
NEW35,775—+35,775——$10.2M—2026-11-06
Truist Financial Corp
DECREASED33,37435,593-2,219-6%$12.8M$10.7M-$2.1M2026-10-30
J. Safra Sarasin Holding AG
UNCHANGED33,23533,23500%$10.4M$10.4M$02026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED32,58231,532+1,050+3%$8.3M$7.9M-$394.0K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED30,78331,941-1,158-4%$11.5M$9.9M-$1.6M2026-10-05
Strengthening Families & Communities, LLC
DECREASED25,68225,757-750%$9.3M$8.2M-$1.1M2026-10-21
Simon Quick Advisors, LLC
DECREASED22,65227,563-4,911-18%$9.9M$7.3M-$2.7M2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED22,37023,146-776-3%$8.3M$7.2M-$1.2M2026-10-16
TD Waterhouse Canada Inc.
INCREASED22,12017,378+4,742+27%$6.2M$7.2M+$974.9K2026-10-16
Fifth Third Bancorp
INCREASED19,76716,947+2,820+17%$6.1M$6.3M+$228.1K2026-11-05
Sharper & Granite LLC
INCREASED19,31917,712+1,607+9%$6.4M$6.0M-$351.3K2026-11-02
Kestra Advisory Services, LLC
INCREASED19,25418,622+632+3%$6.7M$6.2M-$539.7K2026-11-02
Financial Advisory Partners, LLC
INCREASED18,50018,312+188+1%$6.6M$5.9M-$669.8K2026-10-23
Mosley Wealth Management
INCREASED17,25316,434+819+5%$5.9M$5.5M-$380.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED16,97217,245-273-2%$6.2M$5.4K-$6.2M2026-11-02
Maltin Wealth Management, Inc.
INCREASED16,67916,654+25+0%$6.0M$5.3M-$656.1K2026-10-13
Altura Wealth Advisors Inc.
INCREASED16,63515,843+792+5%$5.7M$5.3M-$377.8K2026-10-22
Quaker Wealth Management, LLC
INCREASED16,56215,916+646+4%$5.7M$5.3M-$427.7K2026-10-22
Creative Planning
INCREASED16,25115,807+444+3%$5.7M$5.2M-$488.0K2026-11-02
Bank of Montreal
INCREASED16,14715,982+165+1%$5.8M$5.2M-$584.3K2026-11-09
Crown Wealth Group, LLC
DECREASED14,87115,058-187-1%$5.4M$4.8M-$660.3K2026-10-19
Bailard, Inc.
DECREASED14,19914,853-654-4%$5.4M$4.6M-$801.8K2026-10-13
Bonfire Financial
INCREASED13,91113,890+21+0%$5.0M$4.5M-$546.0K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED13,39210,151+3,241+32%$3.6M$4.3M+$684.1K2026-10-13
Retirement Planning Group, LLC
INCREASED12,7542,631+10,123+385%$948.2K$4.1M+$3.1M2026-10-19
Salomon & Ludwin, LLC
DECREASED12,58612,629-430%$4.5M$4.0M-$454.5K2026-10-29
Atria Investments, Inc
INCREASED12,00911,087+922+8%$4.0M$3.8M-$146.5K2026-10-15
Addison Capital Co
DECREASED11,45814,420-2,962-21%$5.2M$3.7M-$1.5M2026-11-09
AlphaCore Capital LLC
DECREASED11,03011,825-795-7%$4.3M$3.5M-$726.1K2026-11-04
Smith Asset Management Co., LLC
INCREASED10,9209,954+966+10%$3.6M$3.5M-$87.1K2026-10-16
Royal Fund Management, LLC
INCREASED10,2379,525+712+7%$3.4M$3.3M-$151.4K2026-10-22
Freestone Capital Holdings, LLC
INCREASED10,06410,063+1+0%$3.6M$3.2M-$401.1K2026-11-09
Ashton Thomas Securities, LLC
DECREASED9,43210,441-1,009-10%$3.8M$3.0M-$740.0K2026-10-26
WBH Advisory Inc
DECREASED9,3939,518-125-1%$3.4M$3.0M-$419.5K2026-11-05
Praetorian Wealth Management, Inc.
DECREASED9,3919,474-83-1%$3.4M$3.0M-$404.3K2026-10-16
Fisher Asset Management, LLC
INCREASED9,3549,213+141+2%$3.3M$3.0M-$322.1K2026-11-06
Citigroup Inc
INCREASED9,3398,566+773+9%$3.1M$3.0M-$93.8K2026-11-04
Brandywine OAK Private Wealth LLC
DECREASED9,3149,353-390%$3.4M$3.0M-$385.3K2026-10-23
Independent Financial Group, LLC
DECREASED9,2429,595-353-4%$3.5M$3.0M-$495.7K2026-10-13
Gibraltar Capital Management, Inc.
UNCHANGED9,2309,23000%$3.3M$3.0M-$368.0K2026-10-27
Sheets Smith Wealth Management
DECREASED9,1759,783-608-6%$3.5M$2.9M-$584.9K2026-10-16
Prospera Financial Services Inc
DECREASED9,1549,879-725-7%$3.6M$2.9M-$624.0K2026-11-04
Park National Corp
DECREASED8,9739,598-625-7%$3.5M$2.9M-$583.0K2026-10-05
Ledyard National Bank
DECREASED8,3158,795-480-5%$3.2M$2.7M-$504.5K2026-10-21
First Financial Corp
INCREASED8,2398,171+68+1%$2.9M$2.6M-$304.0K2026-10-13
Capital Management Associates, Inc
INCREASED8,2277,214+1,013+14%$2.6M$2.6M+$37.0K2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED8,1107,898+212+3%$2.8M$2.6M-$141.9K2026-10-13
Calder Financial LLC
DECREASED8,0908,322-232-3%$3.0M$2.6M-$406.1K2026-10-13
Apollon Financial, LLC
INCREASED8,0827,481+601+8%$2.7M$2.6M-$105.5K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED7,8077,719+88+1%$2.8M$2.5M-$279.6K2026-10-16
Oppenheimer & Co Inc
INCREASED7,7017,472+229+3%$2.7M$2.5M-$224.5K2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED7,482309+7,173+2321%$109.8K$2.4M+$2.3M2026-11-04
RCW Management, LLC
DECREASED7,2927,294-20%$2.6M$2.3M-$291.5K2026-10-30
Bokf, NA
UNCHANGED6,7536,75300%$2.4M$2.2M-$269.2K2026-10-27
Fischer Financial Services, Inc.
DECREASED6,7406,774-340%$2.4M$2.2M-$281.0K2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED6,51411,841-5,327-45%$4.3M$2.1M-$2.2M2026-10-29
Clearstead Advisors, LLC
INCREASED6,5086,489+19+0%$2.3M$2.1M-$252.8K2026-11-06
HB Wealth Management, LLC
INCREASED6,4385,390+1,048+19%$1.9M$2.1M+$120.8K2026-10-23
Harbour Investments, Inc.
INCREASED6,2116,190+21+0%$2.2M$2.0M-$240.1K2026-11-09
D.A. Davidson & Co.
INCREASED6,1856,127+58+1%$2.2M$2.0M-$225.5K2026-10-28
Assetmark, Inc
INCREASED6,0265,924+102+2%$2.1M$1.9M-$203.5K2026-10-21
Brighton Jones LLC
DECREASED5,9896,044-55-1%$2.2M$1.9M-$258.6K2026-11-03
Sonata Capital Group Inc
INCREASED5,7505,625+125+2%$2.0M$1.8M-$184.2K2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED5,6775,685-80%$2.0M$1.8M-$229.2K2026-10-22
MontVue Capital Management, Inc.
UNCHANGED4,5764,57600%$1.6M$1.5M-$182.4K2026-10-19
Western Wealth Management, LLC
INCREASED4,5723,800+772+20%$1.4M$1.5M+$96.0K2026-11-09
Waldron Private Wealth LLC
DECREASED4,5154,608-93-2%$1.7M$1.4M-$213.5K2026-11-02
Congress Asset Management Co
NEW4,406—+4,406——$1.4M—2026-10-06
Community Bank, N.A.
UNCHANGED4,4004,40000%$1.6M$1.4M-$175.4K2026-11-06
SouthState Bank Corp
INCREASED4,3864,346+40+1%$1.6M$1.4M-$160.5K2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED4,3294,265+64+2%$1.5M$1.4M-$149.6K2026-10-20
Parallel Advisors, LLC
INCREASED4,1914,186+5+0%$1.5M$1.3M-$165.3K2026-11-03
Wealthfront Advisers LLC
DECREASED4,1544,206-52-1%$1.5M$1.3M-$184.4K2026-11-09
N.E.W. Advisory Services LLC
INCREASED4,0383,743+295+8%$1.3M$1.3M-$54.6K2026-11-09
Merit Financial Group, LLC
INCREASED4,0223,809+213+6%$1.4M$1.3M-$83.5K2026-11-06
Vaquero Private Wealth, LTD
UNCHANGED4,0004,00000%$1.4M$1.3M-$159.5K2026-10-27
Sigma Planning Corp
DECREASED3,8734,191-318-8%$1.5M$1.2M-$278.9K2026-10-23
Chatham Capital Group, Inc.
INCREASED3,7503,700+50+1%$1.3M$1.2M-$131.5K2026-10-16
Asset One Wealth Management LLC
DECREASED3,7263,787-61-2%$1.3M$1.2M-$121.2K2026-11-02
Visionary Wealth Advisors
INCREASED3,7043,440+264+8%$1.2M$1.2M-$52.5K2026-11-04
Woodward Diversified Capital, LLC
DECREASED3,6273,891-264-7%$1.4M$1.2M-$239.7K2026-10-21
Integrated Advisors Network LLC
DECREASED3,5623,672-110-3%$1.3M$1.1M-$181.9K2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED3,5603,647-87-2%$1.3M$1.1M-$173.3K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED3,5453,050+495+16%$1.1M$1.1M+$37.0K2026-10-16
RBA Wealth Management, LLC
INCREASED3,4943,422+72+2%$1.2M$1.1M-$113.3K2026-10-28
Park Avenue Securities LLC
INCREASED3,4563,161+295+9%$1.1M$1.1K-$1.1M2026-10-26
City State Bank
INCREASED3,4433,414+29+1%$1.2M$1.1M-$126.8K2026-10-20
Koshinski Asset Management, Inc.
UNCHANGED3,4123,41200%$1.2M$1.1M-$136.0K2026-10-29
Wealthcare Advisory Partners LLC
DECREASED3,3399,740-6,401-66%$3.5M$1.1M-$2.4M2026-10-21
Creative Financial Designs Inc
DECREASED3,2924,239-947-22%$1.5M$1.1M-$472.7K2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED3,2828,253-4,971-60%$3.0M$1.1M-$1.9M2026-10-16
Pinnacle Associates LTD
UNCHANGED3,2493,24900%$1.2M$1.0M-$129.5K2026-10-20
Eagle Capital Management, LLC
INCREASED3,2463,153+93+3%$1.1K$1.0K-$962026-10-19
Franklin Street Advisors Inc
UNCHANGED3,1573,15700%$1.1M$1.0M-$125.9K2026-10-13
Idaho Trust Co
DECREASED3,1253,296-171-5%$1.2M$1.0M-$186.2K2026-11-04
Valeo Financial Advisors, LLC
INCREASED3,0743,068+6+0%$1.1M$985.2K-$120.4K2026-10-08
Plancorp, LLC
NEW3,030—+3,030——$971.9K—2026-11-03
Eagle Wealth Advisors LLC
UNCHANGED2,8822,88200%$1.0M$923.7K-$114.9K2026-10-20
Geneva Capital Management LLC
NEW2,854—+2,854——$914.6K—2026-11-09
Integrity Alliance, Llc.
DECREASED2,8172,874-57-2%$1.0M$903.1K-$132.9K2026-10-29
Farther Finance Advisors, LLC
DECREASED2,8053,960-1,155-29%$1.4M$899.1K-$528.1K2026-10-08
Narwhal Capital Management
UNCHANGED2,7992,79900%$1.0M$897.1K-$111.6K2026-11-04
Northstar Asset Management Co
INCREASED2,7702,715+55+2%$950.7K$891.6K-$59.1K2026-10-22
Axxcess Wealth Management, LLC
INCREASED2,7622,398+364+15%$864.3K$885.4K+$21.1K2026-10-21
Collective Family Office LLC
DECREASED2,7212,729-80%$983.5K$872.1K-$111.4K2026-10-05
Thrivent Financial for Lutherans
INCREASED2,6892,586+103+4%$932.0K$862-$931.1K2026-11-05
Compass Financial Management LLC
INCREASED2,6532,544+109+4%$911.9K$850.3K-$61.7K2026-10-30
CWA Asset Management Group, LLC
UNCHANGED2,6042,60400%$938.4K$834.6K-$103.8K2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED2,5832,58300%$930.9K$827.9K-$103.0K2026-10-13
Citizens Financial Group Inc
INCREASED2,5262,359+167+7%$850.2K$809.7K-$40.5K2026-10-23
Stonebridge Financial Planning Group, LLC
UNCHANGED2,5202,52000%$908.2K$807.7K-$100.5K2026-11-06
Davenport & Co LLC
DECREASED2,4862,546-60-2%$917.5K$796.8K-$120.7K2026-10-14
Fifth Third Securities, Inc.
INCREASED2,4102,333+77+3%$840.8K$772.5K-$68.3K2026-10-21
Financial Freedom, LLC
DECREASED2,4012,537-136-5%$914.3K$769.5K-$144.8K2026-11-06
Lauer Wealth, LLC
INCREASED2,3942,188+206+9%$761.0K$772.4K+$11.4K2026-10-13
Childress Capital Advisors, LLC
UNCHANGED2,3522,35200%$847.6K$753.8K-$93.8K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED2,3442,283+61+3%$822.7K$751.3K-$71.5K2026-10-21
High Net Worth Advisory Group LLC
INCREASED2,3412,225+116+5%$802.1K$750.3K-$51.8K2026-10-26
Novem Group
INCREASED2,3302,177+153+7%$784.7K$746.9K-$37.8K2026-10-19
RFG Advisory, LLC
DECREASED2,2602,629-369-14%$947.5K$724.2K-$223.3K2026-11-03
Global Financial Private Client, LLC
INCREASED2,2332,210+23+1%$796.4K$715.7K-$80.7K2026-10-15
Atlas Capital Advisors Inc.
INCREASED2,2172,177+40+2%$784.5K$12.4M+$11.7M2026-11-09
Avantax Planning Partners, Inc.
INCREASED2,2022,087+115+6%$752.1K$705.8K-$46.4K2026-11-03
Mather Group, Llc.
UNCHANGED2,1752,17500%$783.8K$697.1K-$86.7K2026-10-14
Exchange Traded Concepts, LLC
DECREASED2,15011,461-9,311-81%$4.1M$689.1K-$3.4M2026-10-28
Mission Wealth Management, LP
DECREASED2,1282,787-659-24%$1.0M$682.0K-$322.2K2026-10-15
NWF Advisory Services Inc.
INCREASED2,1121,727+385+22%$622.4K$676.9K+$54.5K2026-10-19
Saxon Interests, Inc.
DECREASED2,0522,165-113-5%$780.2K$657.6K-$122.7K2026-10-26
Ascent Group, LLC
UNCHANGED2,0142,01400%$725.9K$645.6K-$80.3K2026-10-30
Compass Capital Management, Inc
NEW2,000—+2,000——$641.0K—2026-11-06
Investment Planning Advisors, Inc.
INCREASED1,9781,052+926+88%$379.2K$634.0K+$254.9K2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED1,9731,97300%$711.0K$632.4K-$78.7K2026-10-15
Leavell Investment Management, Inc.
DECREASED1,9372,067-130-6%$744.8K$620.8K-$124.1K2026-11-09
Asset Advisors Investment Management, LLC
UNCHANGED1,9351,93500%$697.3K$620.2K-$77.1K2026-10-19
Quartz Partners, LLC
DECREASED1,9302,055-125-6%$740.6K$618.6K-$122.0K2026-11-03
Choreo, LLC
INCREASED1,9261,341+585+44%$483.4K$617.2K+$133.7K2026-10-28
Clear Creek Financial Management, LLC
DECREASED1,91739,804-37,887-95%$14.3M$614.4K-$13.7M2026-10-28
Founders Financial Securities LLC
DECREASED1,9161,936-20-1%$697.6K$614.2K-$83.4K2026-10-28
Kestra Private Wealth Services, LLC
DECREASED1,8971,989-92-5%$716.7K$608.1K-$108.5K2026-11-06
Bank of New York Mellon Corp
NEW1,889—+1,889——$605.4K—2026-11-05
Daymark Wealth Partners, LLC
INCREASED1,8881,637+251+15%$589.9K$605.1K+$15.2K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED1,8761,892-16-1%$681.9K$601.2K-$80.7K2026-11-04
Riverbridge Partners LLC
NEW1,823—+1,823——$584.3K—2026-11-05
IFP Advisors, Inc
DECREASED1,8112,038-227-11%$734.5K$580.4K-$154.0K2026-10-16
United Asset Strategies, Inc.
NEW1,794—+1,794——$575.0K—2026-10-28
Financial Consulate, Inc
DECREASED1,7771,779-20%$641.0K$569.5K-$71.5K2026-10-23
SmartHarvest Portfolios, LLC
DECREASED1,7601,839-79-4%$662.7K$564.1K-$98.6K2026-10-26
D'Orazio & Associates, Inc.
UNCHANGED1,7431,74300%$628.1K$558.6K-$69.5K2026-11-04
First Premier Bank
UNCHANGED1,6731,67300%$603$537-$662026-10-13
Hardy Reed LLC
UNCHANGED1,6501,65000%$594.6K$528.8K-$65.8K2026-11-06
Kennicott Capital Management LLC
UNCHANGED1,6241,62400%$585.3K$520.5K-$64.7K2026-10-16
Savant Capital, LLC
DECREASED1,6181,812-194-11%$624.2K$518.5K-$105.8K2026-11-06
Bluesphere Advisors LLC
DECREASED1,5831,609-26-2%$579.8K$507.4K-$72.5K2026-10-19
Pines Wealth Management, LLC
INCREASED1,5711,453+118+8%$523.6K$503.5K-$20.1K2026-10-21
SeaBridge Investment Advisors LLC
NEW1,568—+1,568——$502.5K—2026-11-02
Analyst IMS Investment Management Services Ltd.
INCREASED1,560630+930+148%$227.0K$500-$226.5K2026-11-05
tru Independence LLC
INCREASED1,5441,541+3+0%$555.3K$494.7K-$60.6K2026-10-20
MGO One Seven LLC
DECREASED1,5301,536-60%$553.6K$490.5K-$63.1K2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED1,5191,520-10%$547.8K$486.9K-$60.9K2026-11-02
Banque Pictet & CIE SA
DECREASED1,5152,300-785-34%$828.9K$485.6K-$343.3K2026-10-16
Olistico Wealth, LLC
INCREASED1,4781,476+2+0%$531.9K$473.6K-$58.4K2026-10-05
Brookstone Capital Management
DECREASED1,4761,535-59-4%$553.3K$473.2K-$80.1K2026-10-22
Kathmere Capital Management, LLC
UNCHANGED1,4571,45700%$525.1K$467.0K-$58.1K2026-10-20
Wespac Advisors, LLC
UNCHANGED1,4451,44500%$520.7K$463.1K-$57.6K2026-10-26
McAdam, LLC
INCREASED1,4301,416+14+1%$510.5K$458.2K-$52.3K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,4191,369+50+4%$493.4K$454.8K-$38.6K2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED1,4073,101-1,694-55%$1.1M$451.0K-$666.6K2026-10-07
KPP Advisory Services LLC
UNCHANGED1,3551,35500%$488.3K$434.3K-$54.0K2026-10-26
Lake Street Private Wealth, LLC
DECREASED1,3461,422-76-5%$512.7K$431.3K-$81.4K2026-10-22
Mystic Asset Management, Inc.
INCREASED1,3461,308+38+3%$471.4K$431.4K-$40.0K2026-10-15
Connecticut Wealth Management, LLC
DECREASED1,3371,699-362-21%$612.3K$428.6K-$183.7K2026-10-13
HBW Advisory Services LLC
NEW1,328—+1,328——$425.6K—2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED1,325809+516+64%$291.7K$424.8K+$133.1K2026-11-05
Endeavor Private Wealth, Inc.
DECREASED1,2911,914-623-33%$689.8K$413.8K-$276.0K2026-11-05
Montis Financial, LLC
UNCHANGED1,2441,24400%$448.3K$398.7K-$49.6K2026-11-04
Key FInancial Inc
DECREASED1,2171,228-11-1%$442.5K$390.1K-$52.5K2026-11-02
TD Private Client Wealth LLC
INCREASED1,2141,183+31+3%$426.3K$389.1K-$37.2K2026-10-28
Wulff, Hansen & Co.
UNCHANGED1,1901,19000%$428.9K$381.4K-$47.4K2026-11-09
SilverOak Wealth Management LLC
INCREASED1,1871,156+31+3%$416.6K$380.4K-$36.2K2026-10-29
Redwood Financial Network Corp
INCREASED1,1791,177+2+0%$424.3K$378.0K-$46.2K2026-11-03
US Bancorp \de\
DECREASED1,1711,274-103-8%$459.1K$375.3K-$83.8K2026-11-05
Retirement Planning Co of New England, Inc.
INCREASED1,1651,161+4+0%$418.4K$373.4K-$45.0K2026-10-15
Waters Parkerson & Co., LLC
UNCHANGED1,1501,15000%$414.4K$368.6K-$45.9K2026-11-04
Burney Co/
INCREASED1,146650+496+76%$234.2K$367.3K+$133.1K2026-10-15
LightSquare Wealth Management, LLC
DECREASED1,1431,147-40%$413.2K$366.4K-$46.8K2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,1391,13900%$410.0K$365-$409.6K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED1,1361,051+85+8%$378.8K$364.2K-$14.6K2026-10-13
Darden Wealth Group Inc
UNCHANGED1,1301,13000%$407.2K$362.2K-$45.1K2026-11-06
Winch Advisory Services, LLC
INCREASED1,1201,118+2+0%$402.9K$359.1K-$43.8K2026-11-06
Parsons Capital Management Inc
INCREASED1,103887+216+24%$319.7K$353.5K+$33.9K2026-10-28
Rare Wolf Capital LLC
UNCHANGED1,0921,09200%$393.5K$350.0K-$43.5K2026-10-20
TFB Advisors LLC
UNCHANGED1,0861,08600%$391.4K$348.1K-$43.3K2026-11-02
M.E. Allison & Co., Inc.
UNCHANGED1,0401,04000%$374.8K$333.3K-$41.5K2026-10-09
HBK Sorce Advisory LLC
INCREASED1,027946+81+9%$338.7K$319.4K-$19.3K2026-11-06
Junk Investment Group, LLC
INCREASED1,023897+126+14%$323.3K$328.0K+$4.8K2026-10-19
Odyssey Capital Advisors, Inc.
DECREASED1,0171,216-199-16%$438.3K$326.1K-$112.2K2026-10-26
Keybank National Association
UNCHANGED1,0141,01400%$365.4K$325.0K-$40.4K2026-11-04
Perryman Financial Advisory Inc
INCREASED1,0081,006+2+0%$362.6K$323.2K-$39.4K2026-10-16
Wedbush Securities Inc
UNCHANGED1,0021,00200%$361.0K$321-$360.7K2026-10-22
Investment Advisory Services Inc
UNCHANGED1,0001,00000%$360.4K$320.5K-$39.9K2026-10-27
Regent Peak Wealth Advisors LLC
UNCHANGED1,0001,00000%$360.4K$320.5K-$39.9K2026-10-13
Elevatus Welath Management
INCREASED996995+1+0%$358.4K$319.4K-$39.0K2026-10-19
IFG Advisory, LLC
DECREASED9881,016-28-3%$366.0K$316.8K-$49.2K2026-11-09
Albion Financial Group
UNCHANGED98198100%$353.5K$314.4K-$39.1K2026-10-21
SYM Financial Corp
UNCHANGED97797700%$352.1K$313.1K-$39.0K2026-10-26
Patten & Patten Inc
UNCHANGED95595500%$344.2K$306.1K-$38.1K2026-10-26
Kellett Wealth Advisors, LLC
UNCHANGED95595500%$344.2K$306.1K-$38.1K2026-10-15
Sound Income Strategies, LLC
DECREASED944953-9-1%$343.4K$304.6K-$38.9K2026-10-09
Heritage Investment Group, Inc.
UNCHANGED93993900%$338.4K$301.0K-$37.4K2026-11-03
Gallacher Capital Management LLC
DECREASED9371,297-360-28%$467.6K$300.2K-$167.3K2026-10-30
Bernicke Wealth Management, Ltd.
UNCHANGED93493400%$336.6K$299.4K-$37.2K2026-11-06
Chicago Partners Investment Group LLC
DECREASED927928-10%$324.7K$291.9K-$32.8K2026-10-27
Institute for Wealth Management, Llc.
DECREASED9261,495-569-38%$538.9K$296.9K-$242.0K2026-11-06
Hoxton Planning & Management, LLC
DECREASED9231,058-135-13%$381.3K$295.8K-$85.5K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED91891800%$315.0K$294-$314.7K2026-11-04
Wealthcare Capital Partners, LLC
INCREASED915883+32+4%$318.2K$293.2K-$25.0K2026-10-21
WealthBridge Capital Management, LLC
UNCHANGED90090000%$324.3K$288.5K-$35.9K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED892894-20%$322.3K$285.8K-$36.5K2026-10-13
NorthLanding Financial Partners, LLC
INCREASED887885+2+0%$318.9K$284.2K-$34.7K2026-10-15
Welch Group, LLC
NEW868—+868——$278.1K—2026-10-29
Cornerstone Wealth Management, LLC
UNCHANGED86886800%$312.8K$278.2K-$34.6K2026-11-04
Archford Capital Strategies, LLC
UNCHANGED86786700%$312.3K$277.7K-$34.5K2026-10-19
Markowski Investments
INCREASED850840+10+1%$302.8K$272.3K-$30.5K2026-10-30
Phillip James Consulting Co.
UNCHANGED85085000%$306.3K$272.4K-$33.9K2026-11-03
Fulton Breakefield Broenniman LLC
UNCHANGED84884800%$305.6K$271.8K-$33.8K2026-11-03
Earned Wealth Advisors, LLC
DECREASED833860-27-3%$309.9K$266.9K-$43.0K2026-11-06
Lodestar Private Asset Management LLC
UNCHANGED82282200%$296.2K$263.5K-$32.8K2026-10-26
Altfest L J & Co Inc
DECREASED819904-85-9%$325.9K$262.4K-$63.6K2026-10-27
Winthrop Capital Management, LLC
INCREASED802801+1+0%$289.0K$257.0K-$32.0K2026-11-05
Progressive Investment Management Corp
UNCHANGED80080000%$288.3K$256.4K-$31.9K2026-10-26
GFS Advisors, LLC
INCREASED78525+760+3040%$269.6K$252.0K-$17.6K2026-11-03
Jm2 Capital Inc.
UNCHANGED78578500%$282.9K$251.6K-$31.3K2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED78078000%$281.1K$250.0K-$31.1K2026-10-15
4Wealth Advisors, Inc.
INCREASED779646+133+21%$229.6K$252.5K+$23.0K2026-10-13
Allied Investment Advisors, LLC
UNCHANGED77877800%$280.4K$249.4K-$31.0K2026-10-13
Luts & Greenleigh Group, Inc.
UNCHANGED77677600%$279.7K$248.7K-$30.9K2026-11-05
Focus Financial Network, Inc.
DECREASED7743,891-3,117-80%$1.4M$248.1K-$1.2M2026-10-14
Midwest Trust Co
UNCHANGED76576500%$275.7K$245.2K-$30.5K2026-10-22
Americana Partners, LLC
UNCHANGED75175100%$270.6K$240.7K-$29.9K2026-10-28
IVC Wealth Advisors LLC
UNCHANGED75075000%$270.3K$240.4K-$29.9K2026-10-23
Ifrah Financial Services, Inc.
DECREASED738750-12-2%$270.3K$236.6K-$33.7K2026-10-13
KDK Private Wealth Management, LLC
DECREASED729732-30%$263.8K$233.7K-$30.1K2026-11-03
JBR Co Financial Management Inc
UNCHANGED72572500%$261.3K$258.1K-$3.2K2026-10-13
Cdkv Holdings LLC
INCREASED724539+185+34%$194.2K$232.0K+$37.8K2026-10-28
Sageworth Trust Co
UNCHANGED71971900%$259.1K$230.4K-$28.7K2026-10-30
Crescent Grove Advisors, LLC
UNCHANGED71771700%$258.4K$229.8K-$28.6K2026-10-21
Smith Salley Wealth Management
INCREASED700600+100+17%$216.2K$224.4K+$8.1K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED699476+223+47%$171.5K$224.0K+$52.5K2026-11-03
Howard Capital Management, LLC
UNCHANGED69469400%$250.1K$222.4K-$27.7K2026-10-16
Perigon Wealth Management, LLC
INCREASED692678+14+2%$244.2K$221.8K-$22.4K2026-10-22
Krilogy Financial LLC
INCREASED680678+2+0%$244.5K$220.3K-$24.3K2026-10-13
Objective Capital Management, LLC
UNCHANGED68068000%$245.1K$217.9K-$27.1K2026-10-13
Crusonia Wealth Advisors LLC
DECREASED675685-10-1%$246.7K$216.3K-$30.4K2026-10-26
TrustWell Financial Advisors, LLC
INCREASED667625+42+7%$225.2K$213.8K-$11.5K2026-10-15
Courier Capital LLC
UNCHANGED66566500%$239.7K$213.1K-$26.5K2026-10-19
Avidian Wealth Enterprises, LLC
UNCHANGED66466400%$239.2K$212.7K-$26.5K2026-10-08
Baker Avenue Asset Management, LP
DECREASED656658-20%$237.1K$210.3K-$26.9K2026-11-06
Nearside Advisors, LLC
NEW646—+646——$207.0K—2026-10-20
Elser Financial Planning, Inc
UNCHANGED64664600%$232.8K$207.0K-$25.8K2026-10-16
Sjbenen Advisory, LLC
UNCHANGED64664600%$228.9K$210.7K-$18.2K2026-10-19
Wealthstar Advisors, LLC
UNCHANGED64664600%$232.7K$207.1K-$25.6K2026-10-19
Santori & Peters, Inc.
INCREASED643642+1+0%$231.4K$206.2K-$25.2K2026-10-26
Tiller Private Wealth, Inc.
INCREASED635625+10+2%$225.2K$203.5K-$21.7K2026-10-26
Central Valley Advisors, LLC
UNCHANGED63063000%$227.0K$201.9K-$25.1K2026-10-27
Allworth Financial LP
UNCHANGED62362300%$224.5K$224.5K$02026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED600602-20%$217.0K$192.4K-$24.6K2026-10-29
Viewpoint Capital Management LLC
UNCHANGED60060000%$216.2K$192.3K-$23.9K2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED58158100%$209.4K$186.2K-$23.2K2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED56856800%$204.7K$182.1K-$22.6K2026-10-30
Sankala Group LLC
INCREASED553552+1+0%$194.6K$177.8K-$16.8K2026-11-09
Beacon Investment Advisory Services, Inc.
UNCHANGED53753700%$193.5K$172.2K-$21.4K2026-10-13
Breakwater Investment Management
DECREASED518731-213-29%$263.4K$166.0K-$97.4K2026-10-20
Laurel Wealth Advisors LLC
NEW486—+486——$155.8K—2026-10-27
MTM Investment Management, LLC
UNCHANGED47547500%$171.2K$152.2K-$18.9K2026-10-30
Archer Investment Corp
INCREASED406370+36+10%$133.3K$130.1K-$3.2K2026-11-05
Advantage Trust Co
UNCHANGED40640600%$146.3K$130.1K-$16.2K2026-10-19
Private Trust Co NA
DECREASED404432-28-6%$155.7K$129.5K-$26.2K2026-10-20
Trust Co of Vermont
UNCHANGED36036000%$129.7K$115.4K-$14.4K2026-10-21
Activest Wealth Management
NEW355—+355——$113.8K—2026-10-15
Geneos Wealth Management Inc.
DECREASED345373-28-8%$134.5K$110.7K-$23.8K2026-11-09
Elevation Wealth Partners, LLC
INCREASED328327+1+0%$118.0K$105.2K-$12.8K2026-10-07
Davis Capital Management
UNCHANGED32632600%$117.5K$104.5K-$13.0K2026-10-08
Ascentis Independent Advisors
NEW320—+320——$102.6K—2026-11-03
Larson Financial Group LLC
DECREASED319619-300-48%$222.9K$102.1K-$120.8K2026-11-05
Y.D. More Investments Ltd
UNCHANGED30030000%$108.1K$96.2K-$12.0K2026-11-02
SBI Securities Co., Ltd.
DECREASED298300-2-1%$108.1K$95.5K-$12.6K2026-10-22
Transce3nd, LLC
NEW297—+297——$95.6K—2026-10-26
Eastern Bank
UNCHANGED29629600%$106.7K$94.9K-$11.8K2026-10-05
Greykasell Wealth Strategies, Inc.
INCREASED287286+1+0%$103.2K$91.8K-$11.3K2026-11-09
Fairscale Capital, LLC
UNCHANGED26826800%$96.6K$86.0K-$10.6K2026-11-04
Triumph Capital Management
UNCHANGED26026000%$93.7K$83.3K-$10.4K2026-10-14
Reap Financial Group, LLC
UNCHANGED25225200%$90.8K$80.9K-$9.9K2026-11-02
Parkside Financial Bank & Trust
UNCHANGED25225200%$90.9K$80.8K-$10.1K2026-10-27
Bayban
UNCHANGED25025000%$90.1K$90.1K$02026-11-05
Caldwell Trust Co
UNCHANGED23723700%$85.4K$76.0K-$9.4K2026-10-30
Duncker Streett & Co Inc
UNCHANGED22822800%$82.2K$73.1K-$9.1K2026-10-27
Cape Investment Advisory, Inc.
DECREASED226252-26-10%$90.8K$72.4K-$18.4K2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED20420400%$73.5K$65.4K-$8.1K2026-10-27
Barrett & Company, Inc.
UNCHANGED19419400%$70.0K$62.2K-$7.7K2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED18718700%$67.4K$59.9K-$7.5K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED186145+41+28%$52.3K$59.6K+$7.4K2026-11-04
Clearstead Trust, LLC
NEW183—+183——$58.7K—2026-11-06
Paladin Advisory Group, LLC
UNCHANGED18318300%$66.0K$58.7K-$7.3K2026-11-09
Clark Wealth Partners
UNCHANGED17417400%$62.7K$55.8K-$6.9K2026-10-19
Wilmington Savings Fund Society, FSB
UNCHANGED17017000%$61.3K$54.5K-$6.8K2026-10-23
Cardiff Park Advisors, LLC
UNCHANGED16716700%$60.0K$53.4K-$6.6K2026-11-09
DeDora Capital, Inc.
NEW149—+149——$47.8K—2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED14414400%$51.9K$46.2K-$5.7K2026-10-05
Silvant Capital Management LLC
NEW140—+140——$45.0K—2026-11-09
Signature Resources Capital Management, LLC
UNCHANGED13813800%$49.7K$44.2K-$5.5K2026-10-16
Hantz Financial Services, Inc.
INCREASED137100+37+37%$36.0K$44-$36.0K2026-11-09
Roxbury Financial LLC
UNCHANGED13113100%$47.1K$41.9K-$5.1K2026-10-01
EPG Wealth Management LLC
UNCHANGED12812800%$46.2K$41.1K-$5.0K2026-11-03
Rossby Financial, LCC
NEW120—+120——$38.5K—2026-11-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED11911900%$42.9K$38.1K-$4.7K2026-10-15
Golden State Wealth Management, LLC
INCREASED117106+11+10%$38.3K$37.7K-$6332026-11-02
Root Financial Partners, LLC
NEW107—+107——$34.3K—2026-10-21
Deutsche Bank Ag\
UNCHANGED10510500%$37.8K$33.7K-$4.2K2026-11-06
Next Level Wealth Planning, LLC
NEW102—+102——$32.7K—2026-10-29
Bullock Wealth Management Group
UNCHANGED10210200%$36.2K$33.0K-$3.2K2026-10-09
Gamma Investing LLC
UNCHANGED10010000%$36.0K$32.1K-$4.0K2026-10-08
Plante Moran Financial Advisors, LLC
UNCHANGED10010000%$36.0K$32.1K-$4.0K2026-11-04
Bessemer Group Inc
UNCHANGED959500%$34.0K$30-$34.0K2026-11-09
Russell Investments Group, Ltd.
DECREASED9194-3-3%$33.9K$29.2K-$4.7K2026-11-06
Key Capital Management, Inc
UNCHANGED909000%$32.4K$28.8K-$3.6K2026-11-03
Spire Wealth Management
DECREASED8792-5-5%$33.2K$27.8K-$5.3K2026-10-30
Concord Wealth Partners
UNCHANGED868600%$31.0K$27.6K-$3.4K2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED858500%$30.5K$27.2K-$3.3K2026-10-23
IFS Advisors, LLC
NEW81—+81——$26.0K—2026-10-14
Beacon Financial Strategies Corp
NEW77—+77——$24.7K—2026-10-14
Balance Wealth Partners LLC
NEW76—+76——$24.4K—2026-10-27
Valley Wealth Managers, Inc.
NEW76—+76——$24.4K—2026-10-09
Horizon Financial Services, LLC
UNCHANGED727200%$25.9K$23.1K-$2.9K2026-11-04
Mascoma Wealth Management LLC
UNCHANGED727200%$25.9K$23.1K-$2.9K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED727200%$25.9K$23.1K-$2.9K2026-10-27
Rothwell Investment Advisors, LLC
NEW60—+60——$19.3K—2026-11-06
Nemes Rush Group LLC
UNCHANGED595900%$21.2K$18.9K-$2.3K2026-11-04
Simplex Trading, LLC
NEW57—+57——$18.3K—2026-11-04
Lanark Financial, Inc.
UNCHANGED565600%$20.3K$18.0K-$2.2K2026-10-26
CX Institutional
INCREASED5453+1+2%$19$17-$22026-10-02
Pinnacle Bancorp, Inc.
UNCHANGED525200%$18.7K$16.7K-$2.1K2026-10-21
GK Wealth Management LLC
NEW51—+51——$16.5K—2026-10-09
Vima LLC
UNCHANGED505000%$18.0K$16.0K-$2.0K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED474700%$16.9K$15.1K-$1.9K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED424200%$15.1K$13.5K-$1.7K2026-10-23
Great Lakes Advisors, LLC
NEW41—+41——$13.1K—2026-11-06
Financial Management Professionals, Inc.
NEW40—+40——$12.8K—2026-10-23
Polaris Financial Partners
NEW34—+34——$11—2026-10-02
Jnba Financial Advisors
NEW33—+33——$10.6K—2026-11-03
Evolution Wealth Management Inc.
UNCHANGED323200%$11.5K$10.3K-$1.3K2026-10-28
Avion Wealth
UNCHANGED323200%$11$10-$12026-11-04
Biltmore Family Office, LLC
UNCHANGED292900%$10.5K$9.3K-$1.2K2026-11-03
High Note Wealth, LLC
UNCHANGED262600%$9.4K$8.3K-$1.0K2026-10-27
Nfsg Corp
UNCHANGED262600%$9.4K$8.4K-$1.0K2026-10-15
Provenance Wealth Advisors, LLC
NEW25—+25——$8.0K—2026-10-30
Ascentis Wealth Management, LLC
NEW23—+23——$7.4K—2026-11-03
Blue Trust, Inc.
INCREASED2321+2+10%$7.6K$7.4K-$1212026-10-15
City Holding Co
UNCHANGED202000%$7.2K$6.4K-$7972026-10-19
POM Investment Strategies, LLC
NEW18—+18——$5.8K—2026-10-20
Signaturefd, LLC
UNCHANGED171700%$6.1K$5.4K-$6772026-10-23
CoreCap Advisors, LLC
DECREASED1678-62-79%$28.1K$5.1K-$23.0K2026-10-08
Central Trust Co
DECREASED1625-9-36%$9.0K$5.1K-$3.9K2026-11-05
Hughes Financial Services, LLC
NEW15—+15——$4.9K—2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED151500%$5.4K$4.8K-$5982026-10-20
Jacobi Capital Management LLC
NEW10—+10——$3.2K—2026-11-05
Pathway Financial Advisers, LLC
NEW9—+9——$3.0K—2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED9900%$3.2K$2.9K-$3582026-10-06
Tower View Wealth Management LLC
UNCHANGED8800%$2.9K$2.6K-$3202026-10-23
Entrust Financial LLC
UNCHANGED5500%$1.8K$1.6K-$1992026-11-04
Cullen T Bankers, Inc.
UNCHANGED5500%$1.8K$1.6K-$1992026-10-28
Mechanics Financial Corp
UNCHANGED5500%$1.8K$1.6K-$1992026-11-05
Rachor Investment Advisory Services, LLC
NEW4—+4——$1.3K—2026-10-29
First Command Advisory Services, Inc.
NEW2—+2——$641—2026-11-05
Gold Investment Management Ltd.
UNCHANGED1100%$361$320-$412026-10-19
Elevated Capital Advisors, LLC
UNCHANGED1100%$362$322-$402026-11-04
Marks Wealth, LLC
CLOSED082,704-82,704-100%$29.8M$0-$29.8M2026-10-30
Curran Financial Partners, LLC
CLOSED012,537-12,537-100%$4.5M$0-$4.5M2026-11-04
Doliver Advisors, LP
CLOSED02,004-2,004-100%$722.2K$0-$722.2K2026-10-01
Advisor Resource Council
CLOSED01,572-1,572-100%$563.9K$0-$563.9K2026-11-05
Capstone Wealth Management Group, LLC
CLOSED01,546-1,546-100%$557.1K$0-$557.1K2026-11-05
ProVise Management Group, LLC
CLOSED01,404-1,404-100%$506.0K$0-$506.0K2026-11-06
VestGen Advisors, LLC
CLOSED01,109-1,109-100%$399.7K$0-$399.7K2026-10-27
AlphaStar Capital Management, LLC
CLOSED01,070-1,070-100%$385.6K$0-$385.6K2026-10-16
Ridgeline Wealth, LLC
CLOSED0928-928-100%$334.4K$0-$334.4K2026-10-14
Mainsail Asset Management, LLC
CLOSED0785-785-100%$270.9K$0-$270.9K2026-10-14
Diversify Advisory Services, LLC
CLOSED0783-783-100%$275.2K$0-$275.2K2026-10-20
Diversify Wealth Management, LLC
CLOSED0783-783-100%$275.2K$0-$275.2K2026-10-20
Guardian Capital, LLC
CLOSED0683-683-100%$246.0K$0-$246.0K2026-11-06
Aspiriant, LLC
CLOSED0681-681-100%$245.4K$0-$245.4K2026-10-16
Chemung Canal Trust Co
CLOSED0618-618-100%$222.7K$0-$222.7K2026-11-04
Private Management Group Inc
CLOSED0607-607-100%$218.8K$0-$218.8K2026-11-04
Crestwood Advisors Group, LLC
CLOSED0605-605-100%$218.0K$0-$218.0K2026-10-27
Busey Bank
CLOSED0584-584-100%$210.5K$0-$210.5K2026-10-26
Annex Advisory Services, LLC
CLOSED0569-569-100%$205.1K$0-$205.1K2026-10-16
Kachkovsky & Fisher, Inc.
CLOSED0568-568-100%$204.8K$0-$204.8K2026-10-21
Trust Point Inc.
CLOSED0562-562-100%$202.5K$0-$202.5K2026-10-27
Legacy Advisors, LLC
CLOSED0555-555-100%$200.0K$0-$200.0K2026-10-19
Acropolis Investment Management, LLC
CLOSED0280-280-100%$100.9K$0-$100.9K2026-10-08
International Assets Investment Management, LLC
CLOSED0208-208-100%$74.0K$0-$74.0K2026-11-02
Salem Investment Counselors Inc
CLOSED0160-160-100%$57.7K$0-$57.7K2026-10-13
UMB Bank, n.a.
CLOSED0154-154-100%$55.5K$0-$55.5K2026-11-06
Obsidian CIO, LLC
CLOSED0138-138-100%$49.8K$0-$49.8K2026-11-05
Founders Capital Management
CLOSED0130-130-100%$46.8K$0-$46.8K2026-10-13
Bullseye Investment Management, LLC
CLOSED0122-122-100%$44.0K$0-$44.0K2026-10-29
Boyd Watterson Asset Management LLC
CLOSED055-55-100%$19.8K$0-$19.8K2026-11-06
Centerpoint Advisors, LLC
CLOSED037-37-100%$13$0-$132026-11-05
LifeSteps Financial, Inc.
CLOSED030-30-100%$10.8K$0-$10.8K2026-10-15
Cherry Tree Wealth Management, LLC
CLOSED021-21-100%$7.6K$0-$7.6K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED08-8-100%$2.9K$0-$2.9K2026-10-14
Bank of America Corp
N/A—4,059,536-4,059,536-100%$1.5B———
Pgim Custom Harvest LLC
N/A—1,046,706-1,046,706-100%$377.2M———
Morgan Stanley
N/A—896,593-896,593-100%$323.1M———
Wells Fargo & Company
N/A—614,868-614,868-100%$221.6M———
UBS Group AG
N/A—370,300-370,300-100%$133.4M———
Envestnet Asset Management Inc
N/A—272,584-272,584-100%$98.2M———
Raymond James Financial Inc
N/A—261,124-261,124-100%$94.1M———
Main Management LLC
N/A—183,975-183,975-100%$66.3M———
Royal Bank of Canada
N/A—163,928-163,928-100%$59.1M———
Stifel Financial Corp
N/A—162,687-162,687-100%$58.6M———
Ameriprise Financial Inc
N/A—155,606-155,606-100%$56.1M———
HighTower Advisors, LLC
N/A—149,499-149,499-100%$53.9M———
JPMorgan Chase & Co
N/A—141,400-141,400-100%$50.3M———
Ameritas Advisory Services, LLC
N/A—103,898-103,898-100%$37.4M———
Cetera Investment Advisers
N/A—98,849-98,849-100%$35.6M———
Rockefeller Capital Management L.P.
N/A—90,947-90,947-100%$32.8M———
Northwestern Mutual Wealth Management Co
N/A—90,784-90,784-100%$32.7M———
Osaic Holdings, Inc.
N/A—72,593-72,593-100%$26.2M———
MML Investors Services, LLC
N/A—61,898-61,898-100%$22.3M———
M&T Bank Corp
N/A—58,706-58,706-100%$21.2M———
Steward Partners Investment Advisory, LLC
N/A—57,824-57,824-100%$20.8M———
Susquehanna International Group, LLP
N/A—43,379-43,379-100%$15.6M———
Janney Montgomery Scott LLC
N/A—43,302-43,302-100%$15.6M———
Empower Advisory Group, LLC
N/A—41,122-41,122-100%$14.8M———
BNP Paribas Financial Markets
N/A—40,000-40,000-100%$14.4M———
Trinity Legacy Partners, LLC
N/A—37,658-37,658-100%$13.1M———
Goldman Sachs Group Inc
N/A—37,209-37,209-100%$13.4M———
Polianta Ltd
N/A—29,500-29,500-100%$10.6K———
Jones Financial Companies Lllp
N/A—28,720-28,720-100%$10.1M———
Federation des caisses Desjardins du Quebec
N/A—27,427-27,427-100%$9.9M———
&partners
N/A—26,863-26,863-100%$9.7M———
Mercer Global Advisors Inc
N/A—24,664-24,664-100%$8.9M———
Quantinno Capital Management LP
N/A—24,593-24,593-100%$8.9M———
Mariner, LLC
N/A—23,533-23,533-100%$8.5M———
FMR LLC
N/A—23,421-23,421-100%$8.4M———
Syon Capital LLC
N/A—18,424-18,424-100%$6.6M———
Kinloch Capital, LLC
N/A—17,540-17,540-100%$6.3M———
Pathstone Holdings, LLC
N/A—15,896-15,896-100%$5.7M———
Foundations Investment Advisors, LLC
N/A—15,720-15,720-100%$5.7M———
Johnson Investment Counsel Inc
N/A—13,991-13,991-100%$5.0M———
Keebeck Wealth Management
N/A—13,245-13,245-100%$4.8M———
Private Advisor Group, LLC
N/A—12,521-12,521-100%$4.5M———
Sierra Capital LLC
N/A—11,995-11,995-100%$4.3M———
Berkeley Capital Partners, LLC
N/A—11,992-11,992-100%$4.3M———
Bartlett & Co. Wealth Management LLC
N/A—11,990-11,990-100%$4.3M———
Captrust Financial Advisors
N/A—11,911-11,911-100%$4.3M———
Teucrium Investment Advisors, LLC
N/A—11,899-11,899-100%$4.3M———
Sanctuary Advisors, LLC
N/A—11,535-11,535-100%$4.2M———
Northern Trust Corp
N/A—11,206-11,206-100%$4.0M———
Tranquilli Financial Advisor LLC
N/A—11,164-11,164-100%$4.0M———
Joule Financial, LLC
N/A—11,003-11,003-100%$4.0M———
Tandem Wealth Advisors LLC
N/A—10,685-10,685-100%$3.9M———
Anchor Investment Management, LLC
N/A—10,567-10,567-100%$3.8M———
O'shaughnessy Asset Management, LLC
N/A—10,091-10,091-100%$3.6M———
NewEdge Advisors, LLC
N/A—9,753-9,753-100%$3.5M———
Richmond Brothers, Inc.
N/A—9,697-9,697-100%$3.5M———
Arax Advisory Partners
N/A—9,660-9,660-100%$3.5M———
Madden Advisory Services, Inc.
N/A—9,577-9,577-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—9,513-9,513-100%$3.4M———
Elm Partners Management LLC
N/A—9,447-9,447-100%$3.4M———
Advisors Capital Management, LLC
N/A—8,405-8,405-100%$3.0M———
UBS Asset Management Americas LLC
N/A—8,225-8,225-100%$3.0M———
Cresset Asset Management, LLC
N/A—7,763-7,763-100%$2.8M———
MAI Capital Management
N/A—7,743-7,743-100%$2.8M———
Focus Partners Wealth
N/A—7,648-7,648-100%$2.8M———
Calton & Associates, Inc.
N/A—7,384-7,384-100%$2.7M———
Cerity Partners LLC
N/A—7,334-7,334-100%$2.6M———
Baird Financial Group, Inc.
N/A—6,647-6,647-100%$2.4M———
Bank of the Bluegrass & Trust Co.
N/A—6,482-6,482-100%$2.1M———
Hollencrest Capital Management
N/A—6,454-6,454-100%$2.3M———
Equitable Holdings, Inc.
N/A—6,227-6,227-100%$2.2M———
Snowden Capital Advisors LLC
N/A—5,847-5,847-100%$2.1M———
Wealthspire Advisors, LLC
N/A—5,628-5,628-100%$2.0M———
One Charles Private Wealth Services, LLC
N/A—5,344-5,344-100%$1.9M———
Renaissance Technologies LLC
N/A—5,160-5,160-100%$1.9M———
Aspire Capital Advisors LLC
N/A—4,987-4,987-100%$1.8M———
Private Wealth Advisors, LLC
N/A—4,830-4,830-100%$1.7M———
Hershey Financial Advisers, LLC
N/A—4,820-4,820-100%$1.7M———
Blair William & Co
N/A—4,768-4,768-100%$1.7M———
Capital Advisors Inc
N/A—4,692-4,692-100%$1.7M———
Centaurus Financial, Inc.
N/A—4,689-4,689-100%$1.7M———
Dorsey & Whitney Trust Co LLC
N/A—4,150-4,150-100%$1.5M———
Birchcreek Wealth Management, LLC
N/A—4,112-4,112-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—4,096-4,096-100%$1.5M———
Citadel Advisors LLC
N/A—4,065-4,065-100%$1.5M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—3,970-3,970-100%$1.4M———
GTS Securities LLC
N/A—3,948-3,948-100%$1.4M———
IEQ Capital, LLC
N/A—3,806-3,806-100%$1.4M———
Charles Schwab Investment Management Inc
N/A—3,763-3,763-100%$1.4M———
Game Plan Financial Advisors, LLC
N/A—3,735-3,735-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—3,687-3,687-100%$1.3M———
Clark Capital Management Group, Inc.
N/A—3,485-3,485-100%$1.3M———
Gotham Asset Management, LLC
N/A—3,479-3,479-100%$1.3M———
Hanover Advisors Inc
N/A—3,458-3,458-100%$1.2M———
Manning & Napier Advisors LLC
N/A—3,417-3,417-100%$1.2M———
Comprehensive Money Management Services LLC
N/A—3,336-3,336-100%$1.2M———
Wealthspire Retirement, LLC
N/A—3,267-3,267-100%$1.2M———
Northstar Group, Inc.
N/A—3,243-3,243-100%$1.2M———
Jacobs Equity LLC
N/A—3,225-3,225-100%$1.2M———
Zhang Financial LLC
N/A—3,203-3,203-100%$1.2M———
Neuberger Berman Group LLC
N/A—3,198-3,198-100%$1.2M———
BlackRock, Inc.
N/A—3,148-3,148-100%$1.1M———
Glenmede Trust Co NA
N/A—3,124-3,124-100%$1.1M———
CIBC World Market Inc.
N/A—3,061-3,061-100%$1.1M———
Essex Financial Services, Inc.
N/A—3,036-3,036-100%$1.1M———
Counterweight Ventures, LLC
N/A—3,025-3,025-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—3,007-3,007-100%$1.1M———
BFC Planning, Inc.
N/A—2,818-2,818-100%$1.0M———
Christine Messmer PC
N/A—2,715-2,715-100%$978.3K———
Simmons Bank
N/A—2,689-2,689-100%$969.1K———
Alliancebernstein L.P.
N/A—2,679-2,679-100%$836.4K———
Caprock Group, LLC
N/A—2,662-2,662-100%$959.3K———
World Investment Advisors
N/A—2,633-2,633-100%$826.9K———
Moneta Group Investment Advisors LLC
N/A—2,506-2,506-100%$903.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,457-2,457-100%$885.5K———
Tudor Financial Inc.
N/A—2,377-2,377-100%$856.6K———
HRT Financial LP
N/A—2,357-2,357-100%$849.0K———
Vestmark Advisory Solutions, Inc.
N/A—2,290-2,290-100%$825.4K———
AQR Capital Management LLC
N/A—2,287-2,287-100%$824.2K———
Kingsview Wealth Management, LLC
N/A—2,279-2,279-100%$821.2K———
Fiduciary Trust Co
N/A—2,188-2,188-100%$788.5K———
Manufacturers Life Insurance Company, the
N/A—2,088-2,088-100%$752.5K———
OneDigital Investment Advisors LLC
N/A—2,068-2,068-100%$745.3K———
Meridian Wealth Advisors, LLC
N/A—2,019-2,019-100%$727.4K———
Hirtle & Co., LLC
N/A—2,004-2,004-100%$722.2K———
Byrne Financial Freedom, LLC
N/A—1,999-1,999-100%$720.5K———
Stratos Wealth Partners, Ltd.
N/A—1,972-1,972-100%$710.8K———
Timbuktu Capital Management, LLC
N/A—1,963-1,963-100%$707.4K———
Arkadios Wealth Advisors
N/A—1,922-1,922-100%$692.9K———
Alexander Labrunerie & Co., Inc.
N/A—1,919-1,919-100%$691.6K———
Beacon Pointe Advisors, LLC
N/A—1,906-1,906-100%$687.1K———
Concorde Asset Management, LLC
N/A—1,883-1,883-100%$678.6K———
Wealth Alliance, LLC
N/A—1,820-1,820-100%$656.0K———
Kovack Advisors, Inc.
N/A—1,803-1,803-100%$646.7K———
Barometer Capital Management Inc.
N/A—1,800-1,800-100%$648.7K———
Coppell Advisory Solutions LLC
N/A—1,795-1,795-100%$852.0K———
Advisory Services Network, LLC
N/A—1,786-1,786-100%$643.7K———
Per Stirling Capital Management, Llc.
N/A—1,778-1,778-100%$640.9K———
Ingalls & Snyder LLC
N/A—1,754-1,754-100%$632.0K———
EP Wealth Advisors, LLC
N/A—1,752-1,752-100%$631.4K———
Rehmann Capital Advisory Group
N/A—1,749-1,749-100%$630.3K———
Riverview Capital Advisers, LLC
N/A—1,738-1,738-100%$626.2K———
Oxford Financial Group, Ltd. LLC
N/A—1,710-1,710-100%$616.3K———
EFG International AG
N/A—1,700-1,700-100%$612.6K———
Flow Traders U.S. LLC
N/A—1,636-1,636-100%$590.0K———
Nuveen, LLC
N/A—1,633-1,633-100%$588.5K———
Fortis Capital Management LLC
N/A—1,623-1,623-100%$584.8K———
Commerce Bank
N/A—1,580-1,580-100%$569.4K———
Bragg Financial Advisors, Inc
N/A—1,579-1,579-100%$569.0K———
Horizon Family Wealth, Inc.
N/A—1,535-1,535-100%$553.1K———
Stephens Inc
N/A—1,525-1,525-100%$549.6K———
Brown Advisory Inc
N/A—1,478-1,478-100%$532.6K———
Daybright Advisory Services, Inc.
N/A—1,406-1,406-100%$484.3K———
NCM Capital Management, LLC
N/A—1,405-1,405-100%$506.3K———
Tripletail Wealth Management, LLC
N/A—1,378-1,378-100%$489.4K———
IHT Wealth Management, LLC
N/A—1,361-1,361-100%$490.4K———
W1m Asset Management Ltd
N/A—1,317-1,317-100%$475.0K———
Brookwood Investment Group LLC
N/A—1,305-1,305-100%$470.3K———
Principal Securities, Inc.
N/A—1,285-1,285-100%$463.2K———
Scotia Capital Inc.
N/A—1,264-1,264-100%$455.5K———
One Capital Management, LLC
N/A—1,207-1,207-100%$376.8K———
VSM Wealth Advisory, LLC
N/A—1,199-1,199-100%$432.1K———
Huntington National Bank
N/A—1,195-1,195-100%$430.7K———
Aptus Capital Advisors, LLC
N/A—1,122-1,122-100%$404.3K———
Insigneo Advisory Services, LLC
N/A—1,118-1,118-100%$402.9K———
Nova Wealth Management, Inc.
N/A—1,104-1,104-100%$397.9K———
Main Street Financial Solutions, LLC
N/A—1,083-1,083-100%$390.4K———
IMA Advisory Services, Inc.
N/A—1,073-1,073-100%$386.7K———
First National Bank of Omaha
N/A—1,060-1,060-100%$376.8K———
Mission Creek Capital Partners, Inc.
N/A—1,033-1,033-100%$372.3K———
SCS Capital Management LLC
N/A—992-992-100%$357.5K———
AE Wealth Management LLC
N/A—979-979-100%$352.8K———
Perennial Investment Advisors, LLC
N/A—959-959-100%$345.5K———
Bank of Marin
N/A—955-955-100%$344.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—926-926-100%$333.6K———
Bravias Capital Group, LLC
N/A—916-916-100%$330.2K———
HFG Advisors, Inc.
N/A—902-902-100%$325.1K———
Transcend Capital Advisors, LLC
N/A—901-901-100%$324.8K———
Stelac Advisory Services LLC
N/A—891-891-100%$321.1K———
Waverly Advisors, LLC
N/A—876-876-100%$315.8K———
Prostatis Group LLC
N/A—850-850-100%$306.3K———
VestGen Investment Management
N/A—843-843-100%$303.8K———
Bogart Wealth, LLC
N/A—840-840-100%$302.7K———
Coastal Bridge Advisors, LLC
N/A—839-839-100%$302.5K———
Castle Wealth Management LLC
N/A—837-837-100%$301.7K———
Ballentine Partners, LLC
N/A—833-833-100%$300.2K———
Fiduciary Financial Advisors
N/A—815-815-100%$293.2K———
Focus Partners Advisor Solutions, LLC
N/A—804-804-100%$290.0K———
CreativeOne Wealth, LLC
N/A—795-795-100%$286.6K———
Composition Wealth, LLC
N/A—791-791-100%$285.1K———
FourThought Financial Partners, LLC
N/A—753-753-100%$271.4K———
Invesco Ltd.
N/A—741-741-100%$267.0K———
Stonebridge Capital Advisors LLC
N/A—705-705-100%$254.1K———
Pallas Capital Advisors LLC
N/A—695-695-100%$250.5K———
First Trust Advisors LP
N/A—695-695-100%$250.5K———
Modern Wealth Management, LLC
N/A—689-689-100%$248.2K———
Athena Investment Management
N/A—688-688-100%$247.9K———
American Asset Management Inc.
N/A—675-675-100%$243.1K———
Vertex Planning Partners, LLC
N/A—670-670-100%$241.5K———
Performance Wealth Partners, LLC
N/A—662-662-100%$238.6K———
BOK Financial Private Wealth, Inc.
N/A—659-659-100%$237.5K———
CIBC Bancorp USA Inc.
N/A—643-643-100%$231.8K———
PFG Investments, LLC
N/A—631-631-100%$227.3K———
Alteri Wealth LLC
N/A—622-622-100%$224.3K———
Bank Hapoalim BM
N/A—610-610-100%$220.0K———
Strategic Financial Concepts, LLC
N/A—600-600-100%$216.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—581-581-100%$209.5K———
Ramirez Asset Management, Inc.
N/A—580-580-100%$209.0K———
Vance Wealth, LLC
N/A—568-568-100%$204.7K———
Stonebridge Financial Group, LLC
N/A—566-566-100%$203.0K———
Fourth Dimension Wealth, LLC
N/A—562-562-100%$202.5K———
National Bank of Canada
N/A—520-520-100%$187.5K———
Smartleaf Asset Management LLC
N/A—425-425-100%$151.3K———
Franklin Resources Inc
N/A—377-377-100%$135.9K———
Vision Retirement, LLC
N/A—360-360-100%$129.7K———
Global Retirement Partners, LLC
N/A—292-292-100%$105.2K———
Horizon Bancorp Inc
N/A—288-288-100%$104.0K———
ST Germain D J Co Inc
N/A—260-260-100%$93.7K———
SHP Wealth Management
N/A—254-254-100%$91.5K———
Keating Financial Advisory Services, Inc.
N/A—218-218-100%$78.6K———
Founders Financial Alliance, LLC
N/A—209-209-100%$75.1K———
Minot DeBlois Advisors LLC
N/A—193-193-100%$69.6K———
Vanguard National Trust Co
N/A—189-189-100%$68.1K———
Atlantic Union Bankshares Corp
N/A—143-143-100%$51.5K———
Front Row Advisors LLC
N/A—140-140-100%$50.0K———
FAS Wealth Partners, Inc.
N/A—133-133-100%$47.9K———
Seneschal Advisors, LLC
N/A—122-122-100%$44.0K———
Glen Eagle Advisors, LLC
N/A—106-106-100%$38.1K———
Security National Bank of Sioux City Iowa
N/A—102-102-100%$36.8K———
Harborfront Financial Group LLC
N/A—97-97-100%$35.1K———
Tower Research Capital LLC (TRC)
N/A—82-82-100%$29.6K———
Capital Analysts, LLC
N/A—82-82-100%$30———
Colonial Trust Co / SC
N/A—80-80-100%$28.8K———
FWL Investment Management, LLC
N/A—76-76-100%$27.4K———
Monetary Management Group Inc
N/A—73-73-100%$26.3K———
Glassman Wealth Services
N/A—68-68-100%$24.5K———
Brown Brothers Harriman & Co
N/A—64-64-100%$23.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—61-61-100%$21.8K———
Vanguard Advisers Inc
N/A—53-53-100%$19.1K———
Howe & Rusling Inc
N/A—49-49-100%$17.7K———
Ancora Advisors LLCA
N/A—45-45-100%$16.2K———
Copia Wealth Management
N/A—44-44-100%$15.9K———
Miller Capital Partners, Inc.
N/A—37-37-100%$13.3K———
WealthCollab, LLC
N/A—30-30-100%$10.8K———
Strategic Investment Solutions, Inc.
N/A—25-25-100%$9.0K———
LGT Financial Advisors LLC
N/A—25-25-100%$9.0K———
Caitlin John, LLC
N/A—12-12-100%$4.3K———
Frazier Financial Advisors, LLC
N/A—4-4-100%$1.5K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$360———
Showing 671 of 671 institutions