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Vanguard Materials ETF (VAW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Beacon Capital Management, Inc.
DECREASED
Shares378,076 from 394,693
Change-16,617 (-4%)
Value$82.5M (-$7.8M)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares326,174 from 331,445
Change-5,271 (-2%)
Value$71.2M (-$4.7M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares73,264 from 72,611
Change+653 (+1%)
Value$16.0M (-$628.8K)
Filed 2026-11-04
GW Henssler & Associates LTD
DECREASED
Shares62,353 from 62,784
Change-431 (-1%)
Value$13.6M (-$760.7K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
INCREASED
Shares42,964 from 42,550
Change+414 (+1%)
Value$9.4M (-$361.6K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares41,185 from 43,538
Change-2,353 (-5%)
Value$9.0M (-$975.8K)
Filed 2026-11-06
KCM Investment Advisors LLC
INCREASED
Shares39,382 from 38,862
Change+520 (+1%)
Value$8.6M (-$299.3K)
Filed 2026-10-27
Cambiar Investors LLC
NEW
Shares31,449
Change+31,449
Value$6.9M
Filed 2026-11-04
Park National Corp
DECREASED
Shares28,636 from 28,803
Change-167 (-1%)
Value$6.2M (-$342.3K)
Filed 2026-10-05
Wealthcare Advisory Partners LLC
INCREASED
Shares26,854 from 25,443
Change+1,411 (+6%)
Value$5.9M (+$37.7K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares25,774 from 15,297
Change+10,477 (+68%)
Value$5.6M (+$2.1M)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares25,384 from 27,696
Change-2,312 (-8%)
Value$5.5M (-$798.5K)
Filed 2026-10-23
M Holdings Securities, Inc.
INCREASED
Shares25,321 from 25,273
Change+48 (+0%)
Value$5.9K (-$5.8M)
Filed 2026-11-03
Guardian Wealth Management, LLC
INCREASED
Shares24,690 from 24,058
Change+632 (+3%)
Value$5.4M (-$117.6K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares24,573 from 24,064
Change+509 (+2%)
Value$5.4M (-$144.5K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares24,218 from 24,504
Change-286 (-1%)
Value$5.3M (-$322.6K)
Filed 2026-11-02
Lighthouse Financial Services Inc
INCREASED
Shares23,694 from 23,442
Change+252 (+1%)
Value$5.2M (-$189.0K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares22,046 from 21,440
Change+606 (+3%)
Value$4.8M (-$103.1K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares21,125 from 21,765
Change-640 (-3%)
Value$4.6M (-$370.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares20,512 from 21,591
Change-1,079 (-5%)
Value$4.5K (-$4.9M)
Filed 2026-11-02
Retirement Planning Group, LLC
DECREASED
Shares18,475 from 18,633
Change-158 (-1%)
Value$4.0M (-$232.4K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares18,122 from 18,274
Change-152 (-1%)
Value$4.0M (-$227.3K)
Filed 2026-10-29
Bellwether Advisors, LLC
NEW
Shares17,519
Change+17,519
Value$3.8M
Filed 2026-11-09
Bank of New York Mellon Corp
NEW
Shares16,223
Change+16,223
Value$3.5M
Filed 2026-11-05
Sagace Wealth Management LLC
INCREASED
Shares15,660 from 10,324
Change+5,336 (+52%)
Value$3.4M (+$1.1M)
Filed 2026-10-28
Gibraltar Capital Management, Inc.
UNCHANGED
Shares15,517 from 15,517
Change0 (0%)
Value$3.4M (-$164.8K)
Filed 2026-10-27
Praetorian Wealth Management, Inc.
INCREASED
Shares15,497 from 14,980
Change+517 (+3%)
Value$3.4M (-$46.3K)
Filed 2026-10-16
Equity Wealth Partners, LLC
INCREASED
Shares14,777 from 9,676
Change+5,101 (+53%)
Value$3.2M (+$1.0M)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares14,633 from 13,874
Change+759 (+5%)
Value$3.2M (+$18.1K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,094 from 13,784
Change+310 (+2%)
Value$2.4M (+$7.6K)
Filed 2026-10-13
Parsons Capital Management Inc
DECREASED
Shares13,991 from 14,177
Change-186 (-1%)
Value$3.1M (-$191.1K)
Filed 2026-10-28
Aberdeen Group plc
NEW
Shares13,281
Change+13,281
Value$3.8M
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares12,238 from 34,683
Change-22,445 (-65%)
Value$2.7M (-$5.3M)
Filed 2026-10-21
Fell Capital Management
DECREASED
Shares11,170 from 11,495
Change-325 (-3%)
Value$2.4M (-$193.0K)
Filed 2026-10-09
Narwhal Capital Management
INCREASED
Shares10,461 from 3,803
Change+6,658 (+175%)
Value$2.3M (+$1.4M)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares10,409 from 8,844
Change+1,565 (+18%)
Value$2.3M (+$247.4K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares10,306 from 10,223
Change+83 (+1%)
Value$2.2M (-$90.7K)
Filed 2026-10-30
Sharper & Granite LLC
DECREASED
Shares10,087 from 10,317
Change-230 (-2%)
Value$2.3M (-$87.4K)
Filed 2026-11-02
Merit Financial Group, LLC
UNCHANGED
Shares9,581 from 9,581
Change0 (0%)
Value$2.1M (-$101.6K)
Filed 2026-11-06
Prairiewood Capital, LLC
UNCHANGED
Shares9,389 from 9,389
Change0 (0%)
Value$2.0M (-$99.7K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares9,327 from 9,699
Change-372 (-4%)
Value$2.0M (-$184.2K)
Filed 2026-10-05
Sage Rhino Capital LLC
DECREASED
Shares9,107 from 9,217
Change-110 (-1%)
Value$2.0M (-$121.9K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares8,891 from 8,961
Change-70 (-1%)
Value$1.9M (-$110.4K)
Filed 2026-10-30
Global Strategic Investment Solutions, LLC
INCREASED
Shares8,670 from 8,669
Change+1 (+0%)
Value$1.9M (-$91.7K)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares8,532 from 10,400
Change-1,868 (-18%)
Value$1.9M (-$518.0K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares8,259 from 3,990
Change+4,269 (+107%)
Value$1.8M (+$888.9K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares7,987 from 8,572
Change-585 (-7%)
Value$1.8M (-$136.2K)
Filed 2026-11-04
Farrell Financial LLC
INCREASED
Shares7,630 from 7,483
Change+147 (+2%)
Value$1.7M (-$47.5K)
Filed 2026-10-16
Pathway Financial Advisors LLC
UNCHANGED
Shares7,240 from 7,240
Change0 (0%)
Value$1.6M (-$104.7K)
Filed 2026-10-07
Strategic Wealth Investment Group, LLC
DECREASED
Shares7,218 from 7,410
Change-192 (-3%)
Value$1.6M (-$120.6K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares7,045 from 7,345
Change-300 (-4%)
Value$1.5M (-$143.4K)
Filed 2026-11-02
Altura Wealth Advisors Inc.
INCREASED
Shares6,973 from 6,251
Change+722 (+12%)
Value$1.5M (+$91.1K)
Filed 2026-10-22
Freestone Capital Holdings, LLC
UNCHANGED
Shares6,683 from 6,683
Change0 (0%)
Value$1.5M (-$71.0K)
Filed 2026-11-09
Founders Grove Wealth Partners, LLC
INCREASED
Shares6,593 from 6,461
Change+132 (+2%)
Value$1.4M (-$39.8K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED
Shares6,496 from 75
Change+6,421 (+8561%)
Value$1.4M (+$1.4M)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares6,236 from 6,207
Change+29 (+0%)
Value$1.4M (-$59.7K)
Filed 2026-10-28
Bank of Montreal
INCREASED
Shares6,156 from 6,094
Change+62 (+1%)
Value$1.3M (-$51.2K)
Filed 2026-11-09
Sentinel Pension Advisors, LLC
DECREASED
Shares6,054 from 6,114
Change-60 (-1%)
Value$1.3M (-$46.4K)
Filed 2026-11-02
Atlas Capital Advisors Inc.
DECREASED
Shares5,674 from 5,728
Change-54 (-1%)
Value$319.8K (-$990.7K)
Filed 2026-11-09
Congress Asset Management Co
NEW
Shares5,349
Change+5,349
Value$1.2M
Filed 2026-10-06
Brighton Jones LLC
DECREASED
Shares5,270 from 6,216
Change-946 (-15%)
Value$1.1M (-$272.3K)
Filed 2026-11-03
AlphaCore Capital LLC
DECREASED
Shares5,192 from 5,218
Change-26 (0%)
Value$1.1M (-$61.1K)
Filed 2026-11-04
AF Advisors, Inc.
UNCHANGED
Shares5,017 from 5,017
Change0 (0%)
Value$1.1M (-$53.3K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares5,013 from 4,817
Change+196 (+4%)
Value$1.1M (-$8.3K)
Filed 2026-10-13
Builder Investment Group Inc
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$1.1M (-$51.5K)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares4,813 from 4,878
Change-65 (-1%)
Value$1.1M (-$66.0K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
INCREASED
Shares4,771 from 4,158
Change+613 (+15%)
Value$1.0M (+$89.6K)
Filed 2026-10-13
Kanawha Capital Management LLC
DECREASED
Shares4,758 from 4,808
Change-50 (-1%)
Value$1.0M (-$62.0K)
Filed 2026-10-19
Plancorp, LLC
NEW
Shares4,373
Change+4,373
Value$999.9K
Filed 2026-11-03
Dorato Capital Management
DECREASED
Shares4,200 from 4,222
Change-22 (-1%)
Value$921.9K (-$35.4K)
Filed 2026-10-08
Buska Wealth Management, LLC
DECREASED
Shares4,192 from 6,736
Change-2,544 (-38%)
Value$914.7K (-$626.6K)
Filed 2026-10-08
Woodward Diversified Capital, LLC
DECREASED
Shares4,158 from 4,328
Change-170 (-4%)
Value$907.2K (-$83.1K)
Filed 2026-10-21
Wolff Financial Management LLC
DECREASED
Shares4,123 from 4,155
Change-32 (-1%)
Value$899.6K (-$51.0K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares3,974 from 3,331
Change+643 (+19%)
Value$866.9K (+$104.8K)
Filed 2026-10-21
Bonfire Financial
DECREASED
Shares3,914 from 4,234
Change-320 (-8%)
Value$853.9K (-$114.7K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares3,885 from 3,573
Change+312 (+9%)
Value$847.7K (+$30.2K)
Filed 2026-11-05
Sage Capital Management, LLC
INCREASED
Shares3,793 from 3,783
Change+10 (+0%)
Value$828.4K (-$38.4K)
Filed 2026-10-20
Valmark Advisers, Inc.
DECREASED
Shares3,775 from 3,825
Change-50 (-1%)
Value$823.6K (-$51.5K)
Filed 2026-11-06
City State Bank
DECREASED
Shares3,759 from 3,834
Change-75 (-2%)
Value$820.1K (-$57.1K)
Filed 2026-10-20
John A. Wolfe & Associates, Inc.
DECREASED
Shares3,712 from 3,904
Change-192 (-5%)
Value$809.9K (-$83.6K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares3,681 from 3,305
Change+376 (+11%)
Value$803.1K (+$46.9K)
Filed 2026-10-21
180 Wealth Advisors, LLC
INCREASED
Shares3,652 from 3,636
Change+16 (+0%)
Value$796.7K (-$35.3K)
Filed 2026-11-03
Curran Financial Partners, LLC
DECREASED
Shares3,644 from 4,183
Change-539 (-13%)
Value$795.0K (-$162.0K)
Filed 2026-11-04
Wealthfront Advisers LLC
INCREASED
Shares3,630 from 3,487
Change+143 (+4%)
Value$792.0K (-$5.8K)
Filed 2026-11-09
Versant Capital Management, Inc
UNCHANGED
Shares3,522 from 3,522
Change0 (0%)
Value$768.5K (-$37.4K)
Filed 2026-10-02
Clearstead Advisors, LLC
INCREASED
Shares3,498 from 3,479
Change+19 (+1%)
Value$763.0K (-$32.8K)
Filed 2026-11-06
Exchange Traded Concepts, LLC
DECREASED
Shares3,379 from 16,536
Change-13,157 (-80%)
Value$737.2K (-$3.0M)
Filed 2026-10-28
WBH Advisory Inc
DECREASED
Shares3,356 from 3,602
Change-246 (-7%)
Value$732.2K (-$91.9K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares3,285 from 2,285
Change+1,000 (+44%)
Value$716.7K (+$193.9K)
Filed 2026-10-23
Planning Strategies Inc.
UNCHANGED
Shares3,203 from 3,203
Change0 (0%)
Value$698.8K (-$34.0K)
Filed 2026-10-02
Bailard, Inc.
DECREASED
Shares3,157 from 3,197
Change-40 (-1%)
Value$688.8K (-$42.7K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares3,026 from 2,971
Change+55 (+2%)
Value$660.1K (-$19.6K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares3,025 from 2,922
Change+103 (+4%)
Value$660.0K (-$8.6K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED
Shares2,997 from 3,055
Change-58 (-2%)
Value$660.9K (-$25.1K)
Filed 2026-10-13
Bokf, NA
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$652.1K (-$31.7K)
Filed 2026-10-27
First Financial Corp
INCREASED
Shares2,908 from 2,864
Change+44 (+2%)
Value$634.4K (-$20.8K)
Filed 2026-10-13
Phillips Financial Management, LLC
DECREASED
Shares2,903 from 2,964
Change-61 (-2%)
Value$633.3K (-$44.8K)
Filed 2026-10-19
CGN Advisors LLC
DECREASED
Shares2,888 from 2,998
Change-110 (-4%)
Value$630.1K (-$55.8K)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares2,725
Change+2,725
Value$594.5K
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares2,550 from 2,776
Change-226 (-8%)
Value$556.3K (-$78.6K)
Filed 2026-10-08
Alliance Wealth Advisors, LLC
UNCHANGED
Shares2,533 from 2,533
Change0 (0%)
Value$552.6K (-$26.9K)
Filed 2026-10-14
Florida Trust Wealth Management Co
INCREASED
Shares2,472 from 2,242
Change+230 (+10%)
Value$539.3K (+$26.4K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares2,464 from 3,395
Change-931 (-27%)
Value$537.6K (-$239.1K)
Filed 2026-11-03
North Forty Two & Co.
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$529.1K (-$25.8K)
Filed 2026-10-19
Stephen J. Garry & Associates, LLC
DECREASED
Shares2,412 from 2,685
Change-273 (-10%)
Value$526.2K (-$88.2K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
INCREASED
Shares2,406 from 2,297
Change+109 (+5%)
Value$525.3K (-$334)
Filed 2026-11-09
Aspiriant, LLC
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$507.0K (-$24.7K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,272 from 2,524
Change-252 (-10%)
Value$495.6K (-$81.8K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares2,268 from 2,307
Change-39 (-2%)
Value$495 (-$527.5K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
INCREASED
Shares2,256 from 2,251
Change+5 (+0%)
Value$492.2K (-$22.7K)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares2,185 from 2,238
Change-53 (-2%)
Value$476.7K (-$35.3K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares2,111 from 2,366
Change-255 (-11%)
Value$460.6K (-$80.8K)
Filed 2026-10-15
Leavell Investment Management, Inc.
DECREASED
Shares2,051 from 2,082
Change-31 (-1%)
Value$447.5K (-$28.9K)
Filed 2026-11-09
Calder Financial LLC
DECREASED
Shares2,048 from 2,117
Change-69 (-3%)
Value$446.9K (-$37.4K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
DECREASED
Shares2,017 from 2,086
Change-69 (-3%)
Value$440.1K (-$37.3K)
Filed 2026-11-06
Financial Freedom, LLC
UNCHANGED
Shares1,877 from 1,877
Change0 (0%)
Value$409.5K (-$19.9K)
Filed 2026-11-06
Capital Square, LLC
INCREASED
Shares1,834 from 1,719
Change+115 (+7%)
Value$400.3K (+$10.4K)
Filed 2026-10-19
Winch Advisory Services, LLC
INCREASED
Shares1,829 from 1,822
Change+7 (+0%)
Value$398.9K (-$18.0K)
Filed 2026-11-06
Heritage Trust Co
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$385.3K (-$18.8K)
Filed 2026-11-09
Cranbrook Wealth Management, LLC
INCREASED
Shares1,741 from 1,740
Change+1 (+0%)
Value$379.8K (-$18.3K)
Filed 2026-10-28
KPP Advisory Services LLC
UNCHANGED
Shares1,729 from 1,729
Change0 (0%)
Value$377.2K (-$18.4K)
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$373.7K (-$18.2K)
Filed 2026-10-19
Heritage Investment Group, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$370.9K (-$18.1K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$358.0K (-$17.4K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares1,628 from 1,652
Change-24 (-1%)
Value$355.1K (-$22.9K)
Filed 2026-11-06
Peterson Wealth Advisors, LLC
INCREASED
Shares1,612 from 1,607
Change+5 (+0%)
Value$351.6K (-$16.1K)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares1,609 from 2,124
Change-515 (-24%)
Value$351.1K (-$134.9K)
Filed 2026-11-03
Yoder Wealth Management, Inc.
DECREASED
Shares1,558 from 1,629
Change-71 (-4%)
Value$339.9K (-$32.8K)
Filed 2026-10-13
Hegarty Advisors, LLC
INCREASED
Shares1,546 from 914
Change+632 (+69%)
Value$337.2K (+$128.1K)
Filed 2026-10-20
MontVue Capital Management, Inc.
DECREASED
Shares1,538 from 1,557
Change-19 (-1%)
Value$335.5K (-$20.7K)
Filed 2026-10-19
Apella Capital, LLC
DECREASED
Shares1,531 from 1,569
Change-38 (-2%)
Value$336.0K (-$23.2K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares1,530 from 1,528
Change+2 (+0%)
Value$333.9K (-$15.8K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares1,474 from 1,472
Change+2 (+0%)
Value$321.7K (-$15.1K)
Filed 2026-10-29
PFG Advisors
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$288.7K (-$14.1K)
Filed 2026-10-16
Northstar Asset Management Co
INCREASED
Shares1,315 from 1,230
Change+85 (+7%)
Value$298.2K (+$19.2K)
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$286.9K (-$14.0K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares1,301 from 1,253
Change+48 (+4%)
Value$283.8K (-$3.0K)
Filed 2026-10-28
Collective Family Office LLC
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$282.5K (-$13.8K)
Filed 2026-10-05
CWA Asset Management Group, LLC
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$281.6K (-$13.7K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares1,279 from 1,383
Change-104 (-8%)
Value$279.0K (-$37.4K)
Filed 2026-11-05
Waldron Private Wealth LLC
INCREASED
Shares1,275 from 1,270
Change+5 (+0%)
Value$278.1K (-$12.5K)
Filed 2026-11-02
Arlington Trust Co LLC
NEW
Shares1,250
Change+1,250
Value$272.7K
Filed 2026-10-20
CX Institutional
DECREASED
Shares1,191 from 1,256
Change-65 (-5%)
Value$260 (-$27)
Filed 2026-10-02
Allworth Financial LP
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$267.5K ($0)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares1,168 from 1,162
Change+6 (+1%)
Value$254.8K (-$11.0K)
Filed 2026-11-04
McGuire Investment Group, LLC
DECREASED
Shares1,166 from 1,175
Change-9 (-1%)
Value$254.4K (-$14.4K)
Filed 2026-10-23
Avantax Planning Partners, Inc.
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$253.3K (-$12.3K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares1,120
Change+1,120
Value$249.9K
Filed 2026-11-03
RBA Wealth Management, LLC
DECREASED
Shares1,120 from 1,128
Change-8 (-1%)
Value$244.4K (-$13.7K)
Filed 2026-10-28
Pine Valley Investments Ltd Liability Co
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$237.8K (-$11.5K)
Filed 2026-11-09
Lodestar Private Asset Management LLC
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$233.0K (-$11.3K)
Filed 2026-10-26
BNC Wealth Management, LLC
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$231.7K (-$11.3K)
Filed 2026-10-19
RCW Management, LLC
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$228.9K (-$11.1K)
Filed 2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED
Shares1,047 from 1,046
Change+1 (+0%)
Value$228.4K (-$10.9K)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares1,044 from 991
Change+53 (+5%)
Value$227.8K (+$1.2K)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares1,035 from 1,051
Change-16 (-2%)
Value$225.8K (-$14.7K)
Filed 2026-11-09
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,021 from 980
Change+41 (+4%)
Value$222.8K (-$1.5K)
Filed 2026-11-03
Smith Salley Wealth Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$218.2K (-$10.6K)
Filed 2026-11-03
WealthSpring Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$218.2K (-$10.6K)
Filed 2026-10-14
Independent Wealth Network Inc.
INCREASED
Shares991 from 920
Change+71 (+8%)
Value$216.2K (+$5.7K)
Filed 2026-10-19
Unique Wealth, LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$215.0K (-$10.5K)
Filed 2026-10-16
Intrua Financial, LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$215.0K (-$10.4K)
Filed 2026-10-28
Foster Group, Inc.
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$211.2K (-$10.2K)
Filed 2026-10-13
Burney Co/
NEW
Shares958
Change+958
Value$209.0K
Filed 2026-10-15
Geneva Capital Management LLC
NEW
Shares952
Change+952
Value$207.6K
Filed 2026-11-09
Ritholtz Wealth Management
INCREASED
Shares929 from 923
Change+6 (+1%)
Value$202.6K (-$8.5K)
Filed 2026-11-05
Great Lakes Advisors, LLC
NEW
Shares856
Change+856
Value$186.9K
Filed 2026-11-06
Westside Investment Management, Inc.
INCREASED
Shares705 from 523
Change+182 (+35%)
Value$153.9K (+$34.2K)
Filed 2026-11-02
Progressive Investment Management Corp
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$152.7K (-$7.4K)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$135.7K (-$3.9K)
Filed 2026-11-04
First Bancorp, Inc
DECREASED
Shares603 from 620
Change-17 (-3%)
Value$131.6K (-$10.3K)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$131.3K (-$6.4K)
Filed 2026-11-03
Cdkv Holdings LLC
INCREASED
Shares583 from 582
Change+1 (+0%)
Value$127.2K (-$6.0K)
Filed 2026-10-28
Advocate Investing Services LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$124.5K (-$6.1K)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$122.6K (-$6.0K)
Filed 2026-11-02
Clearstead Trust, LLC
NEW
Shares555
Change+555
Value$121.1K
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares551 from 536
Change+15 (+3%)
Value$120.2K (-$2.4K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares543
Change+543
Value$118.5K
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$118 (-$116.9K)
Filed 2026-11-04
Silvant Capital Management LLC
NEW
Shares535
Change+535
Value$116.8K
Filed 2026-11-09
Cardiff Park Advisors, LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$111.5K (-$5.4K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$106.0K (-$5.2K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares429 from 448
Change-19 (-4%)
Value$93.3K (-$9.1K)
Filed 2026-10-16
Transce3nd, LLC
NEW
Shares416
Change+416
Value$94.3K
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares411 from 409
Change+2 (+0%)
Value$89.7K (-$3.9K)
Filed 2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$78.5K (-$3.8K)
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$72.9K (-$3.5K)
Filed 2026-10-26
Coastline Trust Co
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$70.9K (-$3.5K)
Filed 2026-10-01
Creative Financial Designs Inc
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$70.3K (-$3.4K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares267 from 276
Change-9 (-3%)
Value$58.3K (-$4.9K)
Filed 2026-10-13
Strive Financial Group,LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$55.4K (-$2.7K)
Filed 2026-11-09
Davis Capital Management
DECREASED
Shares252 from 262
Change-10 (-4%)
Value$55.0K (-$5.0K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares244 from 16
Change+228 (+1425%)
Value$53.2K (+$49.6K)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares207 from 182
Change+25 (+14%)
Value$45.2K (+$3.5K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares190 from 15
Change+175 (+1167%)
Value$41.5K (+$38.0K)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$40.4K (-$2.0K)
Filed 2026-11-02
Armstrong Advisory Group, Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$38.2K (-$1.9K)
Filed 2026-10-09
Russell Investments Group, Ltd.
DECREASED
Shares172 from 252
Change-80 (-32%)
Value$37.5K (-$20.3K)
Filed 2026-11-06
IFS Advisors, LLC
NEW
Shares171
Change+171
Value$37.4K
Filed 2026-10-14
Ashton Thomas Securities, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$34.0K (-$1.7K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares145
Change+145
Value$31.6K
Filed 2026-10-21
NBT Bank, N.A.
DECREASED
Shares131 from 222
Change-91 (-41%)
Value$28.6K (-$22.2K)
Filed 2026-10-21
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$28.6K (-$1.4K)
Filed 2026-11-09
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares119 from 75
Change+44 (+59%)
Value$26.0K (+$8.8K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares112 from 171
Change-59 (-34%)
Value$24.5K (-$14.7K)
Filed 2026-11-05
Hantz Financial Services, Inc.
INCREASED
Shares107 from 58
Change+49 (+84%)
Value$23 (+$10)
Filed 2026-11-09
Bayban
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$23.3K ($0)
Filed 2026-11-05
Noble Wealth Management PBC
DECREASED
Shares96 from 103
Change-7 (-7%)
Value$20.9K (-$2.6K)
Filed 2026-10-01
Paladin Advisory Group, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$20.9K (-$1.0K)
Filed 2026-11-09
Main Street Group, LTD
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$17.0K (-$829)
Filed 2026-10-28
Signature Equity Partners, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$15.6K (-$701)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$15.3K (-$743)
Filed 2026-10-14
Compass Financial Management LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$13.8K (-$661)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares61
Change+61
Value$13.3K
Filed 2026-10-26
Geneos Wealth Management Inc.
DECREASED
Shares56 from 89
Change-33 (-37%)
Value$12.2K (-$8.1K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares55
Change+55
Value$12.0K
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$12.0K (-$584)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$11.7K (-$572)
Filed 2026-10-22
Avion Wealth
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$11 ($0)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares51
Change+51
Value$11.1K
Filed 2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$11.1K (-$541)
Filed 2026-10-23
Costello Asset Management, Inc
INCREASED
Shares50 from 49
Change+1 (+2%)
Value$10.8K (-$487)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.9K (-$531)
Filed 2026-11-03
Key FInancial Inc
DECREASED
Shares49 from 196
Change-147 (-75%)
Value$10.7K (-$34.2K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$10.7K (-$521)
Filed 2026-10-29
Rachor Investment Advisory Services, LLC
NEW
Shares47
Change+47
Value$10.3K
Filed 2026-10-29
Jnba Financial Advisors
NEW
Shares46
Change+46
Value$10.0K
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$9.2K (-$437)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.7K (-$425)
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares39
Change+39
Value$8.5K
Filed 2026-10-27
Trust Co
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$8.3K (-$404)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$7.9K (-$382)
Filed 2026-10-13
Trust Co of Vermont
DECREASED
Shares35 from 70
Change-35 (-50%)
Value$7.6K (-$8.4K)
Filed 2026-10-21
Fortis Group Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6.8K (-$329)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.3K (-$308)
Filed 2026-10-15
PFS Partners, LLC
NEW
Shares27
Change+27
Value$5.9K
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares26
Change+26
Value$5.7K
Filed 2026-10-30
Olistico Wealth, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.5K (-$266)
Filed 2026-10-05
SouthState Bank Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.5K (-$266)
Filed 2026-11-09
Bear Mountain Capital, Inc.
NEW
Shares24
Change+24
Value$5.4K
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$5.0K (-$244)
Filed 2026-10-14
Horizon Financial Services, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.8K (-$233)
Filed 2026-11-04
POM Investment Strategies, LLC
INCREASED
Shares19 from 11
Change+8 (+73%)
Value$4.2K (+$1.6K)
Filed 2026-10-20
Blue Trust, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.9K (-$191)
Filed 2026-10-15
Tsfg, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4 ($0)
Filed 2026-10-23
Rothwell Investment Advisors, LLC
NEW
Shares17
Change+17
Value$3.7K
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.7K (-$181)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares12 from 5
Change+7 (+140%)
Value$2.6K (+$1.5K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.6K (-$127)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares11 from 24
Change-13 (-54%)
Value$2.4K (-$3.1K)
Filed 2026-10-08
Nemes Rush Group LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.5K (-$111)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.7K (-$85)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$873 (-$43)
Filed 2026-10-27
N.E.W. Advisory Services LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$873 (-$42)
Filed 2026-11-09
First Command Advisory Services, Inc.
NEW
Shares3
Change+3
Value$655
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares1
Change+1
Value$218
Filed 2026-10-27
Covestor Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 63,992
Change-63,992 (-100%)
Value$0 (-$14.6M)
Filed 2026-10-28
GFS Advisors, LLC
CLOSED
Shares0 from 21,325
Change-21,325 (-100%)
Value$0 (-$160.2K)
Filed 2026-11-03
Southland Equity Partners LLC
CLOSED
Shares0 from 6,147
Change-6,147 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
Thrivent Financial for Lutherans
CLOSED
Shares0 from 3,978
Change-3,978 (-100%)
Value$0 (-$910.0K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 1,839
Change-1,839 (-100%)
Value$0 (-$420.7K)
Filed 2026-10-16
BIP Wealth, LLC
CLOSED
Shares0 from 1,077
Change-1,077 (-100%)
Value$0 (-$246.4K)
Filed 2026-10-22
Idaho Trust Co
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$206.6K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 546
Change-546 (-100%)
Value$0 (-$123.4K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$101.9K)
Filed 2026-10-15
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$62)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$19.7K)
Filed 2026-10-14
Breakwater Investment Management
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-20
Obsidian CIO, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$10.1K)
Filed 2026-11-05
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-06
Parkside Financial Bank & Trust
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-27
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-29
Abound Wealth Management
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-13
Financial Consulate, Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-23
Bfsg, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-30
DT Investment Partners, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$3)
Filed 2026-10-27
Bank of America Corp
N/A
Shares— from 429,714
Change-429,714 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 363,505
Change-363,505 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 260,782
Change-260,782 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 245,095
Change-245,095 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 226,853
Change-226,853 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 209,609
Change-209,609 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 182,352
Change-182,352 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 168,428
Change-168,428 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 141,961
Change-141,961 (-100%)
Value—
UBS Group AG
N/A
Shares— from 130,268
Change-130,268 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 97,476
Change-97,476 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 83,508
Change-83,508 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 76,064
Change-76,064 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 56,272
Change-56,272 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 53,997
Change-53,997 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 40,463
Change-40,463 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 40,259
Change-40,259 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,372
Change-37,372 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,799
Change-28,799 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 28,355
Change-28,355 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,190
Change-27,190 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,263
Change-24,263 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 23,253
Change-23,253 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 22,313
Change-22,313 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,067
Change-22,067 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,319
Change-21,319 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 20,839
Change-20,839 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,316
Change-18,316 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 16,788
Change-16,788 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,553
Change-15,553 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,803
Change-14,803 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,378
Change-14,378 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 13,624
Change-13,624 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,512
Change-13,512 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,159
Change-13,159 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,151
Change-12,151 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,735
Change-9,735 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,491
Change-9,491 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,394
Change-4,394 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
&partners
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
American Trust
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Commerce Bank
N/A
Shares— from 959
Change-959 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
EFG International AG
N/A
Shares— from 848
Change-848 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 660
Change-660 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 473
Change-473 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 437
Change-437 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 313
Change-313 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 208
Change-208 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 186
Change-186 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 182
Change-182 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 139
Change-139 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 125
Change-125 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 105
Change-105 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 104
Change-104 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 81
Change-81 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 70
Change-70 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 24
Change-24 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 20
Change-20 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Beacon Capital Management, Inc.
DECREASED378,076394,693-16,617-4%$90.3M$82.5M-$7.8M2026-10-13
LPL Financial LLC
DECREASED326,174331,445-5,271-2%$75.8M$71.2M-$4.7M2026-11-06
Lido Advisors, LLC
INCREASED73,26472,611+653+1%$16.6M$16.0M-$628.8K2026-11-04
GW Henssler & Associates LTD
DECREASED62,35362,784-431-1%$14.4M$13.6M-$760.7K2026-10-26
Strengthening Families & Communities, LLC
INCREASED42,96442,550+414+1%$9.7M$9.4M-$361.6K2026-10-21
PNC Financial Services Group, Inc.
DECREASED41,18543,538-2,353-5%$10.0M$9.0M-$975.8K2026-11-06
KCM Investment Advisors LLC
INCREASED39,38238,862+520+1%$8.9M$8.6M-$299.3K2026-10-27
Cambiar Investors LLC
NEW31,449—+31,449——$6.9M—2026-11-04
Park National Corp
DECREASED28,63628,803-167-1%$6.6M$6.2M-$342.3K2026-10-05
Wealthcare Advisory Partners LLC
INCREASED26,85425,443+1,411+6%$5.8M$5.9M+$37.7K2026-10-21
Aprio Wealth Management, LLC
INCREASED25,77415,297+10,477+68%$3.5M$5.6M+$2.1M2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED25,38427,696-2,312-8%$6.3M$5.5M-$798.5K2026-10-23
M Holdings Securities, Inc.
INCREASED25,32125,273+48+0%$5.8M$5.9K-$5.8M2026-11-03
Guardian Wealth Management, LLC
INCREASED24,69024,058+632+3%$5.5M$5.4M-$117.6K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED24,57324,064+509+2%$5.5M$5.4M-$144.5K2026-11-05
Creative Planning
DECREASED24,21824,504-286-1%$5.6M$5.3M-$322.6K2026-11-02
Lighthouse Financial Services Inc
INCREASED23,69423,442+252+1%$5.4M$5.2M-$189.0K2026-11-02
Sigma Planning Corp
INCREASED22,04621,440+606+3%$4.9M$4.8M-$103.1K2026-10-23
Commonwealth Equity Services, LLC
DECREASED21,12521,765-640-3%$5.0M$4.6M-$370.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED20,51221,591-1,079-5%$4.9M$4.5K-$4.9M2026-11-02
Retirement Planning Group, LLC
DECREASED18,47518,633-158-1%$4.3M$4.0M-$232.4K2026-10-19
Certified Advisory Corp
DECREASED18,12218,274-152-1%$4.2M$4.0M-$227.3K2026-10-29
Bellwether Advisors, LLC
NEW17,519—+17,519——$3.8M—2026-11-09
Bank of New York Mellon Corp
NEW16,223—+16,223——$3.5M—2026-11-05
Sagace Wealth Management LLC
INCREASED15,66010,324+5,336+52%$2.4M$3.4M+$1.1M2026-10-28
Gibraltar Capital Management, Inc.
UNCHANGED15,51715,51700%$3.6M$3.4M-$164.8K2026-10-27
Praetorian Wealth Management, Inc.
INCREASED15,49714,980+517+3%$3.4M$3.4M-$46.3K2026-10-16
Equity Wealth Partners, LLC
INCREASED14,7779,676+5,101+53%$2.2M$3.2M+$1.0M2026-10-26
Atria Investments, Inc
INCREASED14,63313,874+759+5%$3.2M$3.2M+$18.1K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED14,09413,784+310+2%$2.4M$2.4M+$7.6K2026-10-13
Parsons Capital Management Inc
DECREASED13,99114,177-186-1%$3.2M$3.1M-$191.1K2026-10-28
Aberdeen Group plc
NEW13,281—+13,281——$3.8M—2026-11-06
Assetmark, Inc
DECREASED12,23834,683-22,445-65%$7.9M$2.7M-$5.3M2026-10-21
Fell Capital Management
DECREASED11,17011,495-325-3%$2.6M$2.4M-$193.0K2026-10-09
Narwhal Capital Management
INCREASED10,4613,803+6,658+175%$870.1K$2.3M+$1.4M2026-11-04
Fifth Third Bancorp
INCREASED10,4098,844+1,565+18%$2.0M$2.3M+$247.4K2026-11-05
Truist Financial Corp
INCREASED10,30610,223+83+1%$2.3M$2.2M-$90.7K2026-10-30
Sharper & Granite LLC
DECREASED10,08710,317-230-2%$2.4M$2.3M-$87.4K2026-11-02
Merit Financial Group, LLC
UNCHANGED9,5819,58100%$2.2M$2.1M-$101.6K2026-11-06
Prairiewood Capital, LLC
UNCHANGED9,3899,38900%$2.1M$2.0M-$99.7K2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED9,3279,699-372-4%$2.2M$2.0M-$184.2K2026-10-05
Sage Rhino Capital LLC
DECREASED9,1079,217-110-1%$2.1M$2.0M-$121.9K2026-10-28
Markowski Investments
DECREASED8,8918,961-70-1%$2.1M$1.9M-$110.4K2026-10-30
Global Strategic Investment Solutions, LLC
INCREASED8,6708,669+1+0%$2.0M$1.9M-$91.7K2026-10-16
Simon Quick Advisors, LLC
DECREASED8,53210,400-1,868-18%$2.4M$1.9M-$518.0K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED8,2593,990+4,269+107%$912.9K$1.8M+$888.9K2026-10-16
Prospera Financial Services Inc
DECREASED7,9878,572-585-7%$2.0M$1.8M-$136.2K2026-11-04
Farrell Financial LLC
INCREASED7,6307,483+147+2%$1.7M$1.7M-$47.5K2026-10-16
Pathway Financial Advisors LLC
UNCHANGED7,2407,24000%$1.7M$1.6M-$104.7K2026-10-07
Strategic Wealth Investment Group, LLC
DECREASED7,2187,410-192-3%$1.7M$1.6M-$120.6K2026-10-29
Kestra Advisory Services, LLC
DECREASED7,0457,345-300-4%$1.7M$1.5M-$143.4K2026-11-02
Altura Wealth Advisors Inc.
INCREASED6,9736,251+722+12%$1.4M$1.5M+$91.1K2026-10-22
Freestone Capital Holdings, LLC
UNCHANGED6,6836,68300%$1.5M$1.5M-$71.0K2026-11-09
Founders Grove Wealth Partners, LLC
INCREASED6,5936,461+132+2%$1.5M$1.4M-$39.8K2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED6,49675+6,421+8561%$17.4K$1.4M+$1.4M2026-11-04
D.A. Davidson & Co.
INCREASED6,2366,207+29+0%$1.4M$1.4M-$59.7K2026-10-28
Bank of Montreal
INCREASED6,1566,094+62+1%$1.4M$1.3M-$51.2K2026-11-09
Sentinel Pension Advisors, LLC
DECREASED6,0546,114-60-1%$1.4M$1.3M-$46.4K2026-11-02
Atlas Capital Advisors Inc.
DECREASED5,6745,728-54-1%$1.3M$319.8K-$990.7K2026-11-09
Congress Asset Management Co
NEW5,349—+5,349——$1.2M—2026-10-06
Brighton Jones LLC
DECREASED5,2706,216-946-15%$1.4M$1.1M-$272.3K2026-11-03
AlphaCore Capital LLC
DECREASED5,1925,218-260%$1.2M$1.1M-$61.1K2026-11-04
AF Advisors, Inc.
UNCHANGED5,0175,01700%$1.1M$1.1M-$53.3K2026-11-06
Independent Financial Group, LLC
INCREASED5,0134,817+196+4%$1.1M$1.1M-$8.3K2026-10-13
Builder Investment Group Inc
UNCHANGED4,8534,85300%$1.1M$1.1M-$51.5K2026-10-22
Modera Wealth Management, LLC
DECREASED4,8134,878-65-1%$1.1M$1.1M-$66.0K2026-10-28
Spinnaker Investment Group, LLC
INCREASED4,7714,158+613+15%$951.3K$1.0M+$89.6K2026-10-13
Kanawha Capital Management LLC
DECREASED4,7584,808-50-1%$1.1M$1.0M-$62.0K2026-10-19
Plancorp, LLC
NEW4,373—+4,373——$999.9K—2026-11-03
Dorato Capital Management
DECREASED4,2004,222-22-1%$957.3K$921.9K-$35.4K2026-10-08
Buska Wealth Management, LLC
DECREASED4,1926,736-2,544-38%$1.5M$914.7K-$626.6K2026-10-08
Woodward Diversified Capital, LLC
DECREASED4,1584,328-170-4%$990.2K$907.2K-$83.1K2026-10-21
Wolff Financial Management LLC
DECREASED4,1234,155-32-1%$950.6K$899.6K-$51.0K2026-10-23
Axxcess Wealth Management, LLC
INCREASED3,9743,331+643+19%$762.2K$866.9K+$104.8K2026-10-21
Bonfire Financial
DECREASED3,9144,234-320-8%$968.5K$853.9K-$114.7K2026-11-06
Nations Financial Group Inc,
INCREASED3,8853,573+312+9%$817.5K$847.7K+$30.2K2026-11-05
Sage Capital Management, LLC
INCREASED3,7933,783+10+0%$866.7K$828.4K-$38.4K2026-10-20
Valmark Advisers, Inc.
DECREASED3,7753,825-50-1%$875.1K$823.6K-$51.5K2026-11-06
City State Bank
DECREASED3,7593,834-75-2%$877.2K$820.1K-$57.1K2026-10-20
John A. Wolfe & Associates, Inc.
DECREASED3,7123,904-192-5%$893.4K$809.9K-$83.6K2026-11-06
Fifth Third Securities, Inc.
INCREASED3,6813,305+376+11%$756.2K$803.1K+$46.9K2026-10-21
180 Wealth Advisors, LLC
INCREASED3,6523,636+16+0%$831.9K$796.7K-$35.3K2026-11-03
Curran Financial Partners, LLC
DECREASED3,6444,183-539-13%$957.0K$795.0K-$162.0K2026-11-04
Wealthfront Advisers LLC
INCREASED3,6303,487+143+4%$797.8K$792.0K-$5.8K2026-11-09
Versant Capital Management, Inc
UNCHANGED3,5223,52200%$805.9K$768.5K-$37.4K2026-10-02
Clearstead Advisors, LLC
INCREASED3,4983,479+19+1%$795.9K$763.0K-$32.8K2026-11-06
Exchange Traded Concepts, LLC
DECREASED3,37916,536-13,157-80%$3.8M$737.2K-$3.0M2026-10-28
WBH Advisory Inc
DECREASED3,3563,602-246-7%$824.1K$732.2K-$91.9K2026-11-05
Simplicity Wealth,LLC
INCREASED3,2852,285+1,000+44%$522.8K$716.7K+$193.9K2026-10-23
Planning Strategies Inc.
UNCHANGED3,2033,20300%$732.8K$698.8K-$34.0K2026-10-02
Bailard, Inc.
DECREASED3,1573,197-40-1%$731.4K$688.8K-$42.7K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED3,0262,971+55+2%$679.7K$660.1K-$19.6K2026-11-04
Citigroup Inc
INCREASED3,0252,922+103+4%$668.5K$660.0K-$8.6K2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED2,9973,055-58-2%$686.0K$660.9K-$25.1K2026-10-13
Bokf, NA
UNCHANGED2,9892,98900%$683.9K$652.1K-$31.7K2026-10-27
First Financial Corp
INCREASED2,9082,864+44+2%$655.3K$634.4K-$20.8K2026-10-13
Phillips Financial Management, LLC
DECREASED2,9032,964-61-2%$678.1K$633.3K-$44.8K2026-10-19
CGN Advisors LLC
DECREASED2,8882,998-110-4%$685.9K$630.1K-$55.8K2026-10-21
Stackstone Wealth, LLC
NEW2,725—+2,725——$594.5K—2026-10-19
Farther Finance Advisors, LLC
DECREASED2,5502,776-226-8%$634.9K$556.3K-$78.6K2026-10-08
Alliance Wealth Advisors, LLC
UNCHANGED2,5332,53300%$579.5K$552.6K-$26.9K2026-10-14
Florida Trust Wealth Management Co
INCREASED2,4722,242+230+10%$512.9K$539.3K+$26.4K2026-11-05
RFG Advisory, LLC
DECREASED2,4643,395-931-27%$776.7K$537.6K-$239.1K2026-11-03
North Forty Two & Co.
UNCHANGED2,4252,42500%$554.8K$529.1K-$25.8K2026-10-19
Stephen J. Garry & Associates, LLC
DECREASED2,4122,685-273-10%$614.4K$526.2K-$88.2K2026-11-05
Great Valley Advisor Group, Inc.
INCREASED2,4062,297+109+5%$525.7K$525.3K-$3342026-11-09
Aspiriant, LLC
UNCHANGED2,3242,32400%$531.7K$507.0K-$24.7K2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED2,2722,524-252-10%$577.4K$495.6K-$81.8K2026-10-20
Wedbush Securities Inc
DECREASED2,2682,307-39-2%$528.0K$495-$527.5K2026-10-22
Summit Wealth Group LLC / Co
INCREASED2,2562,251+5+0%$515.0K$492.2K-$22.7K2026-10-29
Mather Group, Llc.
DECREASED2,1852,238-53-2%$512.0K$476.7K-$35.3K2026-10-14
Mission Wealth Management, LP
DECREASED2,1112,366-255-11%$541.3K$460.6K-$80.8K2026-10-15
Leavell Investment Management, Inc.
DECREASED2,0512,082-31-1%$476.4K$447.5K-$28.9K2026-11-09
Calder Financial LLC
DECREASED2,0482,117-69-3%$484.3K$446.9K-$37.4K2026-10-13
Institute for Wealth Management, Llc.
DECREASED2,0172,086-69-3%$477.3K$440.1K-$37.3K2026-11-06
Financial Freedom, LLC
UNCHANGED1,8771,87700%$429.5K$409.5K-$19.9K2026-11-06
Capital Square, LLC
INCREASED1,8341,719+115+7%$389.9K$400.3K+$10.4K2026-10-19
Winch Advisory Services, LLC
INCREASED1,8291,822+7+0%$416.9K$398.9K-$18.0K2026-11-06
Heritage Trust Co
UNCHANGED1,7661,76600%$404.0K$385.3K-$18.8K2026-11-09
Cranbrook Wealth Management, LLC
INCREASED1,7411,740+1+0%$398.1K$379.8K-$18.3K2026-10-28
KPP Advisory Services LLC
UNCHANGED1,7291,72900%$395.6K$377.2K-$18.4K2026-10-26
City Holding Co
UNCHANGED1,7131,71300%$391.9K$373.7K-$18.2K2026-10-19
Heritage Investment Group, Inc.
UNCHANGED1,7001,70000%$388.9K$370.9K-$18.1K2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED1,6411,64100%$375.4K$358.0K-$17.4K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED1,6281,652-24-1%$378.0K$355.1K-$22.9K2026-11-06
Peterson Wealth Advisors, LLC
INCREASED1,6121,607+5+0%$367.7K$351.6K-$16.1K2026-10-08
Parallel Advisors, LLC
DECREASED1,6092,124-515-24%$486.0K$351.1K-$134.9K2026-11-03
Yoder Wealth Management, Inc.
DECREASED1,5581,629-71-4%$372.7K$339.9K-$32.8K2026-10-13
Hegarty Advisors, LLC
INCREASED1,546914+632+69%$209.1K$337.2K+$128.1K2026-10-20
MontVue Capital Management, Inc.
DECREASED1,5381,557-19-1%$356.2K$335.5K-$20.7K2026-10-19
Apella Capital, LLC
DECREASED1,5311,569-38-2%$359.3K$336.0K-$23.2K2026-10-08
HB Wealth Management, LLC
INCREASED1,5301,528+2+0%$349.7K$333.9K-$15.8K2026-10-23
Koshinski Asset Management, Inc.
INCREASED1,4741,472+2+0%$336.8K$321.7K-$15.1K2026-10-29
PFG Advisors
UNCHANGED1,3231,32300%$302.8K$288.7K-$14.1K2026-10-16
Northstar Asset Management Co
INCREASED1,3151,230+85+7%$279.0K$298.2K+$19.2K2026-10-22
Evermay Wealth Management LLC
UNCHANGED1,3151,31500%$300.9K$286.9K-$14.0K2026-11-05
Choreo, LLC
INCREASED1,3011,253+48+4%$286.8K$283.8K-$3.0K2026-10-28
Collective Family Office LLC
UNCHANGED1,2951,29500%$296.3K$282.5K-$13.8K2026-10-05
CWA Asset Management Group, LLC
UNCHANGED1,2911,29100%$295.3K$281.6K-$13.7K2026-10-19
US Bancorp \de\
DECREASED1,2791,383-104-8%$316.4K$279.0K-$37.4K2026-11-05
Waldron Private Wealth LLC
INCREASED1,2751,270+5+0%$290.6K$278.1K-$12.5K2026-11-02
Arlington Trust Co LLC
NEW1,250—+1,250——$272.7K—2026-10-20
CX Institutional
DECREASED1,1911,256-65-5%$287$260-$272026-10-02
Allworth Financial LP
UNCHANGED1,1691,16900%$267.5K$267.5K$02026-11-06
Csenge Advisory Group
INCREASED1,1681,162+6+1%$265.9K$254.8K-$11.0K2026-11-04
McGuire Investment Group, LLC
DECREASED1,1661,175-9-1%$268.8K$254.4K-$14.4K2026-10-23
Avantax Planning Partners, Inc.
UNCHANGED1,1611,16100%$265.6K$253.3K-$12.3K2026-11-03
StoneX Group Inc.
NEW1,120—+1,120——$249.9K—2026-11-03
RBA Wealth Management, LLC
DECREASED1,1201,128-8-1%$258.1K$244.4K-$13.7K2026-10-28
Pine Valley Investments Ltd Liability Co
UNCHANGED1,0901,09000%$249.3K$237.8K-$11.5K2026-11-09
Lodestar Private Asset Management LLC
UNCHANGED1,0681,06800%$244.3K$233.0K-$11.3K2026-10-26
BNC Wealth Management, LLC
UNCHANGED1,0621,06200%$243.0K$231.7K-$11.3K2026-10-19
RCW Management, LLC
UNCHANGED1,0491,04900%$240.0K$228.9K-$11.1K2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED1,0471,046+1+0%$239.3K$228.4K-$10.9K2026-10-26
Hurley Capital, LLC
INCREASED1,044991+53+5%$226.6K$227.8K+$1.2K2026-11-05
Harbour Investments, Inc.
DECREASED1,0351,051-16-2%$240.4K$225.8K-$14.7K2026-11-09
Fulton Breakefield Broenniman LLC
INCREASED1,021980+41+4%$224.2K$222.8K-$1.5K2026-11-03
Smith Salley Wealth Management
UNCHANGED1,0001,00000%$228.8K$218.2K-$10.6K2026-11-03
WealthSpring Partners, LLC
UNCHANGED1,0001,00000%$228.8K$218.2K-$10.6K2026-10-14
Independent Wealth Network Inc.
INCREASED991920+71+8%$210.5K$216.2K+$5.7K2026-10-19
Unique Wealth, LLC
UNCHANGED98698600%$225.5K$215.0K-$10.5K2026-10-16
Intrua Financial, LLC
UNCHANGED98598500%$225.4K$215.0K-$10.4K2026-10-28
Foster Group, Inc.
UNCHANGED96896800%$221.4K$211.2K-$10.2K2026-10-13
Burney Co/
NEW958—+958——$209.0K—2026-10-15
Geneva Capital Management LLC
NEW952—+952——$207.6K—2026-11-09
Ritholtz Wealth Management
INCREASED929923+6+1%$211.1K$202.6K-$8.5K2026-11-05
Great Lakes Advisors, LLC
NEW856—+856——$186.9K—2026-11-06
Westside Investment Management, Inc.
INCREASED705523+182+35%$119.7K$153.9K+$34.2K2026-11-02
Progressive Investment Management Corp
UNCHANGED70070000%$160.2K$152.7K-$7.4K2026-10-26
Union Bancaire Privee, UBP SA
UNCHANGED70070000%$139.6K$135.7K-$3.9K2026-11-04
First Bancorp, Inc
DECREASED603620-17-3%$141.9K$131.6K-$10.3K2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED60260200%$137.7K$131.3K-$6.4K2026-11-03
Cdkv Holdings LLC
INCREASED583582+1+0%$133.2K$127.2K-$6.0K2026-10-28
Advocate Investing Services LLC
UNCHANGED57157100%$130.6K$124.5K-$6.1K2026-10-26
Golden State Wealth Management, LLC
UNCHANGED56256200%$128.6K$122.6K-$6.0K2026-11-02
Clearstead Trust, LLC
NEW555—+555——$121.1K—2026-11-06
EverSource Wealth Advisors, LLC
INCREASED551536+15+3%$122.6K$120.2K-$2.4K2026-11-04
Jacobi Capital Management LLC
NEW543—+543——$118.5K—2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED54154100%$117.0K$118-$116.9K2026-11-04
Silvant Capital Management LLC
NEW535—+535——$116.8K—2026-11-09
Cardiff Park Advisors, LLC
UNCHANGED51151100%$116.9K$111.5K-$5.4K2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED48648600%$111.2K$106.0K-$5.2K2026-10-30
TD Waterhouse Canada Inc.
DECREASED429448-19-4%$102.4K$93.3K-$9.1K2026-10-16
Transce3nd, LLC
NEW416—+416——$94.3K—2026-10-26
SBI Securities Co., Ltd.
INCREASED411409+2+0%$93.6K$89.7K-$3.9K2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED36036000%$82.4K$78.5K-$3.8K2026-10-16
First Horizon Corp
UNCHANGED33433400%$76.4K$72.9K-$3.5K2026-10-26
Coastline Trust Co
UNCHANGED32532500%$74.4K$70.9K-$3.5K2026-10-01
Creative Financial Designs Inc
UNCHANGED32232200%$73.7K$70.3K-$3.4K2026-11-04
Cape Investment Advisory, Inc.
DECREASED267276-9-3%$63.2K$58.3K-$4.9K2026-10-13
Strive Financial Group,LLC
UNCHANGED25425400%$58.1K$55.4K-$2.7K2026-11-09
Davis Capital Management
DECREASED252262-10-4%$59.9K$55.0K-$5.0K2026-10-08
IFP Advisors, Inc
INCREASED24416+228+1425%$3.7K$53.2K+$49.6K2026-10-16
TD Private Client Wealth LLC
INCREASED207182+25+14%$41.6K$45.2K+$3.5K2026-10-28
Asset Dedication, LLC
INCREASED19015+175+1167%$3.4K$41.5K+$38.0K2026-11-03
Concord Wealth Partners
UNCHANGED18518500%$42.3K$40.4K-$2.0K2026-11-02
Armstrong Advisory Group, Inc
UNCHANGED17517500%$40.0K$38.2K-$1.9K2026-10-09
Russell Investments Group, Ltd.
DECREASED172252-80-32%$57.7K$37.5K-$20.3K2026-11-06
IFS Advisors, LLC
NEW171—+171——$37.4K—2026-10-14
Ashton Thomas Securities, LLC
UNCHANGED15615600%$35.7K$34.0K-$1.7K2026-10-26
Root Financial Partners, LLC
NEW145—+145——$31.6K—2026-10-21
NBT Bank, N.A.
DECREASED131222-91-41%$50.8K$28.6K-$22.2K2026-10-21
Greykasell Wealth Strategies, Inc.
UNCHANGED13113100%$30.0K$28.6K-$1.4K2026-11-09
Atlantic Edge Private Wealth Management, LLC
INCREASED11975+44+59%$17.2K$26.0K+$8.8K2026-10-20
Larson Financial Group LLC
DECREASED112171-59-34%$39.2K$24.5K-$14.7K2026-11-05
Hantz Financial Services, Inc.
INCREASED10758+49+84%$13$23+$102026-11-09
Bayban
UNCHANGED10210200%$23.3K$23.3K$02026-11-05
Noble Wealth Management PBC
DECREASED96103-7-7%$23.6K$20.9K-$2.6K2026-10-01
Paladin Advisory Group, LLC
UNCHANGED969600%$22.0K$20.9K-$1.0K2026-11-09
Main Street Group, LTD
UNCHANGED787800%$17.8K$17.0K-$8292026-10-28
Signature Equity Partners, LLC
UNCHANGED717100%$16.3K$15.6K-$7012026-10-29
Triumph Capital Management
UNCHANGED707000%$16.0K$15.3K-$7432026-10-14
Compass Financial Management LLC
UNCHANGED636300%$14.4K$13.8K-$6612026-10-30
DeDora Capital, Inc.
NEW61—+61——$13.3K—2026-10-26
Geneos Wealth Management Inc.
DECREASED5689-33-37%$20.4K$12.2K-$8.1K2026-11-09
Ascentis Independent Advisors
NEW55—+55——$12.0K—2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED555500%$12.6K$12.0K-$5842026-10-23
Barrett & Company, Inc.
UNCHANGED545400%$12.3K$11.7K-$5722026-10-22
Avion Wealth
UNCHANGED525200%$11$11$02026-11-04
Next Level Wealth Planning, LLC
NEW51—+51——$11.1K—2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED515100%$11.7K$11.1K-$5412026-10-23
Costello Asset Management, Inc
INCREASED5049+1+2%$11.3K$10.8K-$4872026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED505000%$11.4K$10.9K-$5312026-11-03
Key FInancial Inc
DECREASED49196-147-75%$44.8K$10.7K-$34.2K2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED494900%$11.2K$10.7K-$5212026-10-29
Rachor Investment Advisory Services, LLC
NEW47—+47——$10.3K—2026-10-29
Jnba Financial Advisors
NEW46—+46——$10.0K—2026-11-03
Salomon & Ludwin, LLC
UNCHANGED424200%$9.6K$9.2K-$4372026-10-29
Farmers & Merchants Investments Inc
UNCHANGED404000%$9.2K$8.7K-$4252026-10-22
Laurel Wealth Advisors LLC
NEW39—+39——$8.5K—2026-10-27
Trust Co
UNCHANGED383800%$8.7K$8.3K-$4042026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED363600%$8.2K$7.9K-$3822026-10-13
Trust Co of Vermont
DECREASED3570-35-50%$16.0K$7.6K-$8.4K2026-10-21
Fortis Group Advisors, LLC
UNCHANGED313100%$7.1K$6.8K-$3292026-11-06
Turtle Creek Wealth Advisors, LLC
UNCHANGED292900%$6.6K$6.3K-$3082026-10-15
PFS Partners, LLC
NEW27—+27——$5.9K—2026-10-21
Provenance Wealth Advisors, LLC
NEW26—+26——$5.7K—2026-10-30
Olistico Wealth, LLC
UNCHANGED252500%$5.7K$5.5K-$2662026-10-05
SouthState Bank Corp
UNCHANGED252500%$5.7K$5.5K-$2662026-11-09
Bear Mountain Capital, Inc.
NEW24—+24——$5.4K—2026-11-04
Lodestone Wealth Management LLC
UNCHANGED232300%$5.3K$5.0K-$2442026-10-14
Horizon Financial Services, LLC
UNCHANGED222200%$5.0K$4.8K-$2332026-11-04
POM Investment Strategies, LLC
INCREASED1911+8+73%$2.5K$4.2K+$1.6K2026-10-20
Blue Trust, Inc.
UNCHANGED181800%$4.1K$3.9K-$1912026-10-15
Tsfg, LLC
UNCHANGED181800%$4$4$02026-10-23
Rothwell Investment Advisors, LLC
NEW17—+17——$3.7K—2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED171700%$3.9K$3.7K-$1812026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED125+7+140%$1.1K$2.6K+$1.5K2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED121200%$2.7K$2.6K-$1272026-10-23
CoreCap Advisors, LLC
DECREASED1124-13-54%$5.5K$2.4K-$3.1K2026-10-08
Nemes Rush Group LLC
UNCHANGED111100%$2.6K$2.5K-$1112026-11-04
Lanark Financial, Inc.
UNCHANGED8800%$1.8K$1.7K-$852026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED4400%$916$873-$432026-10-27
N.E.W. Advisory Services LLC
UNCHANGED4400%$915$873-$422026-11-09
First Command Advisory Services, Inc.
NEW3—+3——$655—2026-11-05
Balance Wealth Partners LLC
NEW1—+1——$218—2026-10-27
Covestor Ltd
UNCHANGED1100%$0$0$02026-10-30
Clear Creek Financial Management, LLC
CLOSED063,992-63,992-100%$14.6M$0-$14.6M2026-10-28
GFS Advisors, LLC
CLOSED021,325-21,325-100%$160.2K$0-$160.2K2026-11-03
Southland Equity Partners LLC
CLOSED06,147-6,147-100%$1.4M$0-$1.4M2026-10-14
Thrivent Financial for Lutherans
CLOSED03,978-3,978-100%$910.0K$0-$910.0K2026-11-05
AlphaStar Capital Management, LLC
CLOSED01,839-1,839-100%$420.7K$0-$420.7K2026-10-16
BIP Wealth, LLC
CLOSED01,077-1,077-100%$246.4K$0-$246.4K2026-10-22
Idaho Trust Co
CLOSED0903-903-100%$206.6K$0-$206.6K2026-11-04
Cornerstone Planning Group LLC
CLOSED0546-546-100%$123.4K$0-$123.4K2026-10-16
LifeSteps Financial, Inc.
CLOSED0445-445-100%$101.9K$0-$101.9K2026-10-15
Strategic Wealth Advisors LLC
CLOSED0300-300-100%$62$0-$622026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED086-86-100%$19.7K$0-$19.7K2026-10-14
Breakwater Investment Management
CLOSED065-65-100%$14.9K$0-$14.9K2026-10-20
Obsidian CIO, LLC
CLOSED044-44-100%$10.1K$0-$10.1K2026-11-05
Boyd Watterson Asset Management LLC
CLOSED042-42-100%$9.6K$0-$9.6K2026-11-06
Parkside Financial Bank & Trust
CLOSED030-30-100%$6.9K$0-$6.9K2026-10-27
Elevate Wealth Advisory, Inc
CLOSED024-24-100%$5.5K$0-$5.5K2026-10-29
Abound Wealth Management
CLOSED017-17-100%$3.9K$0-$3.9K2026-10-26
Gill Capital Partners, LLC
CLOSED017-17-100%$3.9K$0-$3.9K2026-10-13
Founders Capital Management
CLOSED012-12-100%$2.7K$0-$2.7K2026-10-13
Financial Consulate, Inc
CLOSED011-11-100%$2.5K$0-$2.5K2026-10-23
Bfsg, LLC
CLOSED010-10-100%$2.3K$0-$2.3K2026-10-30
DT Investment Partners, LLC
CLOSED000—$3$0-$32026-10-27
Bank of America Corp
N/A—429,714-429,714-100%$98.3M———
Empower Advisory Group, LLC
N/A—363,505-363,505-100%$83.2M———
Morgan Stanley
N/A—260,782-260,782-100%$59.7M———
Wells Fargo & Company
N/A—245,095-245,095-100%$56.1M———
Envestnet Asset Management Inc
N/A—226,853-226,853-100%$51.7M———
Manufacturers Life Insurance Company, the
N/A—209,609-209,609-100%$48.0M———
Pgim Custom Harvest LLC
N/A—182,352-182,352-100%$41.7M———
Raymond James Financial Inc
N/A—168,428-168,428-100%$38.5M———
Ameritas Advisory Services, LLC
N/A—141,961-141,961-100%$32.5M———
UBS Group AG
N/A—130,268-130,268-100%$29.8M———
Ameriprise Financial Inc
N/A—97,476-97,476-100%$22.3M———
Cetera Investment Advisers
N/A—83,508-83,508-100%$19.1M———
Stifel Financial Corp
N/A—76,064-76,064-100%$17.4M———
JPMorgan Chase & Co
N/A—56,272-56,272-100%$12.8M———
Banco Santander, S.A.
N/A—53,997-53,997-100%$12.4M———
Berkeley Capital Partners, LLC
N/A—40,463-40,463-100%$9.3M———
Rockefeller Capital Management L.P.
N/A—40,259-40,259-100%$9.2M———
Osaic Holdings, Inc.
N/A—37,372-37,372-100%$8.6M———
Royal Bank of Canada
N/A—28,799-28,799-100%$6.6M———
LRI Investments, LLC
N/A—28,355-28,355-100%$6.5M———
Two Sigma Investments, LP
N/A—27,900-27,900-100%$6.4M———
Northwestern Mutual Wealth Management Co
N/A—27,190-27,190-100%$6.2M———
Goldman Sachs Group Inc
N/A—24,263-24,263-100%$5.6M———
J. M. Brown & Associates Inc.
N/A—23,253-23,253-100%$5.3M———
Resources Management Corp
N/A—22,313-22,313-100%$5.1M———
HighTower Advisors, LLC
N/A—22,067-22,067-100%$5.0M———
Foundations Investment Advisors, LLC
N/A—21,319-21,319-100%$4.9M———
Vickerman Investment Advisors, Inc.
N/A—20,839-20,839-100%$4.8M———
Mercer Global Advisors Inc
N/A—18,316-18,316-100%$4.2M———
Silver Coast Investments LLC
N/A—16,788-16,788-100%$3.8M———
Tranquilli Financial Advisor LLC
N/A—15,935-15,935-100%$3.6M———
Quantinno Capital Management LP
N/A—15,553-15,553-100%$3.6M———
Captrust Financial Advisors
N/A—14,803-14,803-100%$3.4M———
Mariner, LLC
N/A—14,502-14,502-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—14,378-14,378-100%$3.3M———
Richmond Brothers, Inc.
N/A—13,624-13,624-100%$3.1M———
Susquehanna International Group, LLP
N/A—13,512-13,512-100%$3.1M———
MML Investors Services, LLC
N/A—13,159-13,159-100%$3.0M———
M&T Bank Corp
N/A—12,151-12,151-100%$2.8M———
TrueWealth Financial Partners
N/A—11,550-11,550-100%$2.6M———
Sierra Capital LLC
N/A—10,398-10,398-100%$2.4M———
Centaurus Financial, Inc.
N/A—10,234-10,234-100%$2.3M———
Janney Montgomery Scott LLC
N/A—9,735-9,735-100%$2.2M———
Jones Financial Companies Lllp
N/A—9,491-9,491-100%$2.2M———
Private Advisor Group, LLC
N/A—8,830-8,830-100%$2.0M———
Main Street Financial Solutions, LLC
N/A—8,493-8,493-100%$1.9M———
BlackRock, Inc.
N/A—8,440-8,440-100%$1.9M———
Essex Financial Services, Inc.
N/A—7,766-7,766-100%$1.8M———
FMR LLC
N/A—7,666-7,666-100%$1.8M———
CIBC World Market Inc.
N/A—7,111-7,111-100%$1.6M———
Private Wealth Advisors, LLC
N/A—6,984-6,984-100%$1.6M———
Hershey Financial Advisers, LLC
N/A—6,865-6,865-100%$1.6M———
Vista Investment Management
N/A—6,742-6,742-100%$1.5M———
Arax Advisory Partners
N/A—5,938-5,938-100%$1.4M———
Cresset Asset Management, LLC
N/A—5,602-5,602-100%$1.3M———
Choate Investment Advisors
N/A—5,297-5,297-100%$1.2M———
IHT Wealth Management, LLC
N/A—5,175-5,175-100%$1.2M———
Northern Trust Corp
N/A—5,149-5,149-100%$1.2M———
Comprehensive Money Management Services LLC
N/A—5,118-5,118-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—4,945-4,945-100%$1.1M———
Brown Advisory Inc
N/A—4,831-4,831-100%$1.1M———
Gotham Asset Management, LLC
N/A—4,798-4,798-100%$1.1M———
Baird Financial Group, Inc.
N/A—4,792-4,792-100%$1.1M———
Fiduciary Trust Co
N/A—4,783-4,783-100%$1.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,550-4,550-100%$359.1K———
Envestnet Portfolio Solutions, Inc.
N/A—4,470-4,470-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—4,416-4,416-100%$1.0M———
AQR Capital Management LLC
N/A—4,394-4,394-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—4,278-4,278-100%$978.8K———
Arkadios Wealth Advisors
N/A—4,269-4,269-100%$976.8K———
HRT Financial LP
N/A—4,191-4,191-100%$958.0K———
BFC Planning, Inc.
N/A—4,144-4,144-100%$948.2K———
Stratos Wealth Partners, Ltd.
N/A—3,918-3,918-100%$896.5K———
Pathstone Holdings, LLC
N/A—3,910-3,910-100%$894.5K———
NewEdge Advisors, LLC
N/A—3,735-3,735-100%$854.4K———
Joule Financial, LLC
N/A—3,463-3,463-100%$792.5K———
Advisors Capital Management, LLC
N/A—3,358-3,358-100%$768.4K———
Summit Financial, LLC
N/A—3,243-3,243-100%$741.9K———
Nova Wealth Management, Inc.
N/A—3,199-3,199-100%$732.0K———
Flputnam Investment Management Co
N/A—3,144-3,144-100%$719.4K———
Novak & Powell Financial Services, Inc.
N/A—2,937-2,937-100%$671.8K———
Blair William & Co
N/A—2,906-2,906-100%$664.8K———
Tower Research Capital LLC (TRC)
N/A—2,886-2,886-100%$660.3K———
Equitable Holdings, Inc.
N/A—2,862-2,862-100%$654.7K———
Mason Investment Advisory Services, Inc.
N/A—2,809-2,809-100%$642.7K———
Trinity Legacy Partners, LLC
N/A—2,760-2,760-100%$623.2K———
Whittier Trust Co
N/A—2,747-2,747-100%$637.5K———
&partners
N/A—2,712-2,712-100%$620.5K———
Focus Partners Wealth
N/A—2,690-2,690-100%$615.4K———
Beacon Pointe Advisors, LLC
N/A—2,461-2,461-100%$563.1K———
Sanctuary Advisors, LLC
N/A—2,456-2,456-100%$561.9K———
Madden Advisory Services, Inc.
N/A—2,432-2,432-100%$556.4K———
MAI Capital Management
N/A—2,353-2,353-100%$538.3K———
Coppell Advisory Solutions LLC
N/A—2,212-2,212-100%$341.8K———
One Charles Private Wealth Services, LLC
N/A—2,200-2,200-100%$503.3K———
Cerity Partners LLC
N/A—2,192-2,192-100%$501.4K———
Anchor Investment Management, LLC
N/A—2,176-2,176-100%$497.9K———
Brookwood Investment Group LLC
N/A—2,133-2,133-100%$488.0K———
Christine Messmer PC
N/A—2,049-2,049-100%$468.8K———
Johnson Investment Counsel Inc
N/A—2,022-2,022-100%$462.6K———
Mutual Advisors, LLC
N/A—2,010-2,010-100%$459.8K———
Gladstone Institutional Advisory LLC
N/A—1,962-1,962-100%$448.9K———
O'rourke & Company, Inc
N/A—1,894-1,894-100%$433.4K———
Wealth Alliance, LLC
N/A—1,880-1,880-100%$430.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,874-1,874-100%$428.8K———
Wealthspire Retirement, LLC
N/A—1,871-1,871-100%$428.2K———
Flow Traders U.S. LLC
N/A—1,833-1,833-100%$419.0K———
Birchcreek Wealth Management, LLC
N/A—1,827-1,827-100%$418.0K———
VSM Wealth Advisory, LLC
N/A—1,688-1,688-100%$386.2K———
Keebeck Wealth Management
N/A—1,660-1,660-100%$379.8K———
Waverly Advisors, LLC
N/A—1,610-1,610-100%$368.5K———
RWA Wealth Partners, LLC
N/A—1,605-1,605-100%$367.2K———
Elm Partners Management LLC
N/A—1,529-1,529-100%$349.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,519-1,519-100%$347.6K———
Ingalls & Snyder LLC
N/A—1,475-1,475-100%$337.0K———
Jane Street Group, LLC
N/A—1,439-1,439-100%$329.2K———
Kingsview Wealth Management, LLC
N/A—1,350-1,350-100%$309.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,319-1,319-100%$301.8K———
Tripletail Wealth Management, LLC
N/A—1,318-1,318-100%$306.6K———
Snowden Capital Advisors LLC
N/A—1,227-1,227-100%$280.7K———
Simmons Bank
N/A—1,224-1,224-100%$280.0K———
Bragg Financial Advisors, Inc
N/A—1,204-1,204-100%$275.5K———
Caprock Group, LLC
N/A—1,193-1,193-100%$273.2K———
Composition Wealth, LLC
N/A—1,146-1,146-100%$262.3K———
One Capital Management, LLC
N/A—1,100-1,100-100%$247.9K———
Modern Wealth Management, LLC
N/A—1,088-1,088-100%$249.0K———
Hanover Advisors Inc
N/A—1,044-1,044-100%$238.8K———
Benjamin Edwards Inc
N/A—1,031-1,031-100%$235.9K———
American Trust
N/A—1,015-1,015-100%$232.1K———
Advisory Services Network, LLC
N/A—1,004-1,004-100%$229.7K———
Dearborn Partners LLC
N/A—981-981-100%$224.4K———
Timbuktu Capital Management, LLC
N/A—968-968-100%$221.5K———
Commerce Bank
N/A—959-959-100%$219.4K———
Cornerstone Select Advisors, LLC
N/A—934-934-100%$213.7K———
Jacobs Equity LLC
N/A—927-927-100%$212.1K———
IEQ Capital, LLC
N/A—917-917-100%$209.8K———
EFG International AG
N/A—848-848-100%$194.0K———
Huntington National Bank
N/A—660-660-100%$151.0K———
EP Wealth Advisors, LLC
N/A—601-601-100%$137.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—515-515-100%$117.9K———
Caitlin John, LLC
N/A—500-500-100%$114.4K———
IMA Advisory Services, Inc.
N/A—473-473-100%$108.2K———
AE Wealth Management LLC
N/A—450-450-100%$103.0K———
UBS Asset Management Americas LLC
N/A—444-444-100%$101.6K———
Glenmede Trust Co NA
N/A—437-437-100%$100.0K———
Swisher Financial Concepts, Inc.
N/A—385-385-100%$88.1K———
Global Retirement Partners, LLC
N/A—366-366-100%$83.7K———
C M Bidwell & Associates LTD
N/A—313-313-100%$71.6K———
Bellevue Asset Management, LLC
N/A—301-301-100%$69.1K———
Webster Bank, N. A.
N/A—225-225-100%$51.5K———
Bogart Wealth, LLC
N/A—218-218-100%$49.9K———
Regatta Research & Money Management
N/A—208-208-100%$47.2K———
Fourth Dimension Wealth, LLC
N/A—203-203-100%$46.4K———
Fiduciary Financial Advisors
N/A—186-186-100%$42.7K———
Vanguard National Trust Co
N/A—182-182-100%$41.6K———
Aptus Capital Advisors, LLC
N/A—181-181-100%$41.4K———
BOK Financial Private Wealth, Inc.
N/A—146-146-100%$33.4K———
Brown Brothers Harriman & Co
N/A—139-139-100%$31.8K———
Front Row Advisors LLC
N/A—125-125-100%$29.8K———
Hollencrest Capital Management
N/A—125-125-100%$28.6K———
Tiaa Wealth Investment Management LLC
N/A—118-118-100%$26.9K———
Franklin Resources Inc
N/A—105-105-100%$24.0K———
Tiaa Trust, National Association
N/A—104-104-100%$23.8K———
Harborfront Financial Group LLC
N/A—104-104-100%$23.8K———
Godfrey Financial Associates, Inc.
N/A—100-100-100%$22.9K———
Capital Analysts, LLC
N/A—95-95-100%$22———
Vanguard Advisers Inc
N/A—81-81-100%$18.5K———
Allied Private Wealth LLC
N/A—77-77-100%$17.2K———
National Bank of Canada
N/A—70-70-100%$16.0K———
Keating Financial Advisory Services, Inc.
N/A—58-58-100%$13.3K———
Graney & King, LLC
N/A—52-52-100%$11.9K———
Medallion Wealth Advisors, LLC
N/A—50-50-100%$11.4K———
Monetary Management Group Inc
N/A—45-45-100%$10.3K———
ST Germain D J Co Inc
N/A—40-40-100%$9.2K———
Founders Financial Alliance, LLC
N/A—33-33-100%$7.5K———
Atomic Invest LLC
N/A—31-31-100%$7.0K———
SOA Wealth Advisors, Llc.
N/A—28-28-100%$6.5K———
Cbiz Investment Advisory Services, LLC
N/A—25-25-100%$5.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—24-24-100%$5.5K———
Bank of the Bluegrass & Trust Co.
N/A—20-20-100%$4.4K———
GW&K Investment Management, LLC
N/A—18-18-100%$4———
Continuum Advisory, LLC
N/A—9-9-100%$2.1K———
Federation des caisses Desjardins du Quebec
N/A—2-2-100%$458———
Showing 462 of 462 institutions