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Vanguard Russell 3000 (VTHR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tompkins Financial Corp
INCREASED
Shares300,565 from 297,851
Change+2,714 (+1%)
Value$100.8M (+$2.1M)
Filed 2026-10-05
AlphaCore Capital LLC
INCREASED
Shares64,958 from 57,817
Change+7,141 (+12%)
Value$21.8M (+$2.6M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED
Shares62,991 from 63,886
Change-895 (-1%)
Value$21.1M (-$39.8K)
Filed 2026-10-21
Diversified Portfolios, Inc.
INCREASED
Shares57,820 from 57,120
Change+700 (+1%)
Value$19.4M (+$467.6K)
Filed 2026-11-04
Evensky & Katz LLC
DECREASED
Shares39,489 from 40,556
Change-1,067 (-3%)
Value$13.2K (-$13.4M)
Filed 2026-10-27
Adirondack Trust Co
INCREASED
Shares39,193 from 36,106
Change+3,087 (+9%)
Value$13.1M (+$1.2M)
Filed 2026-10-14
Fund Evaluation Group, LLC
DECREASED
Shares32,050 from 75,890
Change-43,840 (-58%)
Value$10.8M (-$14.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares30,893 from 26,533
Change+4,360 (+16%)
Value$7.9M (+$96.9K)
Filed 2026-10-13
Greenspring Advisors, LLC
DECREASED
Shares28,461 from 29,339
Change-878 (-3%)
Value$9.5M (-$174.9K)
Filed 2026-11-05
Bank of New York Mellon Corp
UNCHANGED
Shares26,455 from 26,455
Change0 (0%)
Value$8.9M (+$107.9K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,731 from 23,250
Change-1,519 (-7%)
Value$7.3K (-$7.7M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares21,106 from 16,329
Change+4,777 (+29%)
Value$7.1K (-$5.4M)
Filed 2026-10-26
Linscomb Wealth, Inc.
DECREASED
Shares18,356 from 18,939
Change-583 (-3%)
Value$6.2M (-$118.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares16,650 from 17,900
Change-1,250 (-7%)
Value$5.6M (-$346.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares15,043 from 14,269
Change+774 (+5%)
Value$5.0M (+$317.8K)
Filed 2026-11-02
RED Cedar Investment Management, LLC
UNCHANGED
Shares14,276 from 14,276
Change0 (0%)
Value$4.8M (+$58.2K)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
INCREASED
Shares13,677 from 13,549
Change+128 (+1%)
Value$4.6M (+$98.1K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
DECREASED
Shares12,583 from 12,784
Change-201 (-2%)
Value$4.2M (-$15.5K)
Filed 2026-11-03
Associated Banc-Corp
NEW
Shares11,783
Change+11,783
Value$4.0M
Filed 2026-10-30
Lido Advisors, LLC
UNCHANGED
Shares11,452 from 11,452
Change0 (0%)
Value$3.8M (+$46.8K)
Filed 2026-11-04
FSA Investment Group, LLC
INCREASED
Shares11,085 from 9,999
Change+1,086 (+11%)
Value$3.7M (+$405.0K)
Filed 2026-10-07
BIP Wealth, LLC
NEW
Shares10,808
Change+10,808
Value$3.6M
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares10,759 from 11,069
Change-310 (-3%)
Value$3.7M (+$9.0K)
Filed 2026-10-08
Coastline Trust Co
DECREASED
Shares10,537 from 10,852
Change-315 (-3%)
Value$3.5M (-$61.5K)
Filed 2026-10-01
Roman Butler Fullerton & Co
NEW
Shares10,083
Change+10,083
Value$3.4M
Filed 2026-10-27
1900 Wealth Management LLC
UNCHANGED
Shares9,510 from 9,510
Change0 (0%)
Value$3.2M (+$38.7K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares9,148 from 9,162
Change-14 (0%)
Value$3.1K (-$3.0M)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares8,800 from 9,435
Change-635 (-7%)
Value$3.0M (-$174.6K)
Filed 2026-10-26
Mycio Wealth Partners, LLC
INCREASED
Shares8,529 from 3,632
Change+4,897 (+135%)
Value$2.9M (+$1.7M)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,580 from 3,060
Change+4,520 (+148%)
Value$2.6M (+$1.6M)
Filed 2026-10-13
Embree Financial Group
INCREASED
Shares7,419 from 7,407
Change+12 (+0%)
Value$2.5M (+$34.0K)
Filed 2026-10-22
Verus Financial Partners, Inc.
DECREASED
Shares7,400 from 7,775
Change-375 (-5%)
Value$2.5M (-$94.1K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares6,034 from 5,765
Change+269 (+5%)
Value$2.0M (+$113.6K)
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares5,802 from 5,802
Change0 (0%)
Value$1.9M (+$23.6K)
Filed 2026-10-28
Wedmont Private Capital
DECREASED
Shares5,727 from 7,023
Change-1,296 (-18%)
Value$1.9M (-$394.3K)
Filed 2026-10-09
Orrstown Financial Services Inc
UNCHANGED
Shares5,159 from 5,159
Change0 (0%)
Value$1.7M (+$21.0K)
Filed 2026-10-14
Wesbanco Bank Inc
UNCHANGED
Shares5,005 from 5,005
Change0 (0%)
Value$1.7M (+$20.4K)
Filed 2026-11-04
Compass Financial Group, Inc
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$1.6M (+$19.0K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares4,227 from 4,107
Change+120 (+3%)
Value$1.4M (+$57.1K)
Filed 2026-11-02
Ulrich Consultants & Investment Group, LLC
NEW
Shares4,225
Change+4,225
Value$1.4M
Filed 2026-10-13
Davidson Investment Advisors
INCREASED
Shares4,021 from 3,061
Change+960 (+31%)
Value$1.3M (+$334.6K)
Filed 2026-10-20
Fulton Bank, N.A.
INCREASED
Shares3,760 from 2,230
Change+1,530 (+69%)
Value$1.3M (+$522.4K)
Filed 2026-10-14
Citigroup Inc
NEW
Shares3,674
Change+3,674
Value$1.2M
Filed 2026-11-04
PVG Asset Management Corp
DECREASED
Shares3,630 from 3,673
Change-43 (-1%)
Value$1.2M (+$539)
Filed 2026-10-19
First Financial Bank - Trust Division
DECREASED
Shares3,390 from 3,743
Change-353 (-9%)
Value$1.1M (-$103.2K)
Filed 2026-10-01
Everhart Financial Group, Inc.
INCREASED
Shares3,137 from 3,131
Change+6 (+0%)
Value$1.1M (+$14.7K)
Filed 2026-10-08
Americana Partners, LLC
DECREASED
Shares2,980 from 3,095
Change-115 (-4%)
Value$999.8K (-$26.0K)
Filed 2026-10-28
Jacksonville Wealth Management, LLC
INCREASED
Shares2,977 from 2,860
Change+117 (+4%)
Value$998.7K (+$50.7K)
Filed 2026-10-30
Hoge Financial Services, LLC
DECREASED
Shares2,973 from 3,126
Change-153 (-5%)
Value$997.5K (-$38.7K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares2,924 from 3,011
Change-87 (-3%)
Value$980.8K (-$17.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares2,913 from 2,947
Change-34 (-1%)
Value$977.3K (+$1.9K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares2,848 from 2,681
Change+167 (+6%)
Value$955.5K (+$67.0K)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$890.5K (+$3.6K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares2,531 from 715
Change+1,816 (+254%)
Value$849.3K (+$612.1K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares2,491 from 2,521
Change-30 (-1%)
Value$835.7K (+$205)
Filed 2026-10-16
Forum Financial Management, LP
INCREASED
Shares2,482 from 2,476
Change+6 (+0%)
Value$832.9K (+$12.3K)
Filed 2026-10-16
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares2,422 from 2,505
Change-83 (-3%)
Value$812.7K (-$17.6K)
Filed 2026-10-07
Paladin Partners, LLC
INCREASED
Shares2,060 from 418
Change+1,642 (+393%)
Value$691.1K (+$552.6K)
Filed 2026-10-06
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$668.3K (+$8.1K)
Filed 2026-10-13
Parsons Capital Management Inc
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$637.1K (+$7.7K)
Filed 2026-10-28
Corundum Group, Inc.
NEW
Shares1,892
Change+1,892
Value$634.8K
Filed 2026-10-28
Corundum Trust Company, Inc
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$634.8K (+$7.7K)
Filed 2026-10-29
ARS Wealth Advisors Group, LLC
DECREASED
Shares1,815 from 1,834
Change-19 (-1%)
Value$608.8K (+$851)
Filed 2026-10-16
Paulson Wealth Management Inc.
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$600.5K (+$7.3K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$591.6K (+$7.2K)
Filed 2026-10-21
Precedent Wealth Partners, LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$551.9K (+$6.7K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares1,620 from 1,828
Change-208 (-11%)
Value$543.5K (-$62.3K)
Filed 2026-10-30
Arbor Investment Advisors, LLC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$543.2K (+$6.6K)
Filed 2026-10-26
Nilsine Partners, LLC
DECREASED
Shares1,589 from 2,205
Change-616 (-28%)
Value$533.0K (-$197.7K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,560 from 2,110
Change-550 (-26%)
Value$523.4K (-$175.9K)
Filed 2026-10-23
Anchyra Partners LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$519.0K (+$6.3K)
Filed 2026-10-13
Sunpointe, LLC
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$515.3K (+$6.3K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
DECREASED
Shares1,531 from 1,563
Change-32 (-2%)
Value$513.6K (-$4.4K)
Filed 2026-11-02
Prospera Financial Services Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$499.2K (+$2.0K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$474.1K (+$5.8K)
Filed 2026-10-16
Jacobi Capital Management LLC
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$444.9K (+$5.5K)
Filed 2026-11-05
Sheets Smith Wealth Management
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$418.0K (+$5.1K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares1,207 from 1,204
Change+3 (+0%)
Value$404.9K (+$6.0K)
Filed 2026-11-03
Diversify Wealth Management, LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$406.3K (+$14.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$406.3K (+$14.6K)
Filed 2026-10-20
Compound Planning, Inc.
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$371.1K (+$4.5K)
Filed 2026-11-05
Radnor Capital Management, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$369.1K (+$4.5K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$338.5K (+$7.2K)
Filed 2026-11-04
Firestone Capital Management
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$318.7K (+$3.9K)
Filed 2026-11-03
Trek Financial, LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$312.0K (+$3.8K)
Filed 2026-10-29
Sonata Capital Group Inc
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$305.3K (+$3.7K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
NEW
Shares900
Change+900
Value$302.1K
Filed 2026-10-23
Vise Technologies, Inc.
NEW
Shares898
Change+898
Value$301.4K
Filed 2026-10-29
AA Financial Advisors, LLC
DECREASED
Shares897 from 899
Change-2 (0%)
Value$301.0K (+$3.1K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares828 from 827
Change+1 (+0%)
Value$277.7K (+$3.8K)
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares755 from 1,510
Change-755 (-50%)
Value$253.3K (-$247.2K)
Filed 2026-11-05
Abel Hall, LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$224.6K (+$2.7K)
Filed 2026-10-19
Clarity Retirement & Wealth, LLC
DECREASED
Shares667 from 700
Change-33 (-5%)
Value$223.8K (-$8.2K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
INCREASED
Shares659 from 657
Change+2 (+0%)
Value$221.1K (+$3.3K)
Filed 2026-10-30
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares613 from 611
Change+2 (+0%)
Value$205.7K (+$3.0K)
Filed 2026-10-13
Ascent Wealth Partners, LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$203.3K (+$2.5K)
Filed 2026-10-23
Sentinel Trust Co LBA
NEW
Shares601
Change+601
Value$202
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares589 from 587
Change+2 (+0%)
Value$197.5K (+$2.9K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares563 from 618
Change-55 (-9%)
Value$188.8K (-$15.9K)
Filed 2026-10-30
Sage Mountain Advisors LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$140.9K (+$1.7K)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares357
Change+357
Value$120
Filed 2026-10-02
Owl Creek Wealth Partners LLC
INCREASED
Shares275 from 274
Change+1 (+0%)
Value$92.3K (+$1.4K)
Filed 2026-10-20
Northstar Asset Management Co
DECREASED
Shares230 from 425
Change-195 (-46%)
Value$78.2K (-$60.6K)
Filed 2026-10-22
Asset Dedication, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$69.8K (+$848)
Filed 2026-11-03
Chilton Capital Management LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$68.1K (+$827)
Filed 2026-10-28
GoalVest Advisory LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$60.4K (+$733)
Filed 2026-10-02
SBI Securities Co., Ltd.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$51.0K (+$619)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$50.3K (+$611)
Filed 2026-10-28
Armstrong Advisory Group, Inc
DECREASED
Shares136 from 142
Change-6 (-4%)
Value$45.6K (-$1.4K)
Filed 2026-10-09
City State Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$16.8K (+$204)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares47
Change+47
Value$15.9K
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$13.8K (+$168)
Filed 2026-10-13
Fifth Third Bancorp
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$13.4K (+$162)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$10.7K (+$130)
Filed 2026-10-21
Central Trust Co
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$10.7K (+$131)
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$8.1K (+$98)
Filed 2026-10-06
Angeles Wealth Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.7K (+$70)
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.4K (+$65)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$336 (+$5)
Filed 2026-11-04
Nations Financial Group Inc,
CLOSED
Shares0 from 11,094
Change-11,094 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-05
Avestar Capital, LLC
CLOSED
Shares0 from 1,834
Change-1,834 (-100%)
Value$0 (-$607.8K)
Filed 2026-10-28
Brookstone Capital Management
CLOSED
Shares0 from 1,743
Change-1,743 (-100%)
Value$0 (-$577.7K)
Filed 2026-10-22
RFG Advisory, LLC
CLOSED
Shares0 from 1,078
Change-1,078 (-100%)
Value$0 (-$357.2K)
Filed 2026-11-03
StoneX Group Inc.
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$209.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$165.2K)
Filed 2026-11-02
Signaturefd, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$40.7K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-15
Olistico Wealth, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-05
Ameriprise Financial Inc
N/A
Shares— from 632,550
Change-632,550 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 622,262
Change-622,262 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 458,185
Change-458,185 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 279,973
Change-279,973 (-100%)
Value—
UBS Group AG
N/A
Shares— from 233,388
Change-233,388 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 223,425
Change-223,425 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 219,190
Change-219,190 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 129,315
Change-129,315 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 113,987
Change-113,987 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 110,567
Change-110,567 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 104,527
Change-104,527 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 98,053
Change-98,053 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 97,663
Change-97,663 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 80,244
Change-80,244 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 80,039
Change-80,039 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 70,668
Change-70,668 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 67,720
Change-67,720 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 63,752
Change-63,752 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 57,435
Change-57,435 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,773
Change-53,773 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,297
Change-53,297 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 51,192
Change-51,192 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,013
Change-49,013 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 36,494
Change-36,494 (-100%)
Value—
Commerce Bank
N/A
Shares— from 31,827
Change-31,827 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 31,768
Change-31,768 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,920
Change-25,920 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 25,149
Change-25,149 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 23,750
Change-23,750 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 23,505
Change-23,505 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,397
Change-22,397 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 22,052
Change-22,052 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 21,100
Change-21,100 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,737
Change-17,737 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,542
Change-17,542 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 16,221
Change-16,221 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,941
Change-14,941 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,452
Change-13,452 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12,908
Change-12,908 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,196
Change-11,196 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,784
Change-10,784 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,726
Change-10,726 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,532
Change-7,532 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 6,681
Change-6,681 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,428
Change-5,428 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Centennial Bank
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 969
Change-969 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 907
Change-907 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 789
Change-789 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 777
Change-777 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 771
Change-771 (-100%)
Value—
Betterment LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 698
Change-698 (-100%)
Value—
&partners
N/A
Shares— from 657
Change-657 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 628
Change-628 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 625
Change-625 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 618
Change-618 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 357
Change-357 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Blair William & Co
N/A
Shares— from 325
Change-325 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 320
Change-320 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 316
Change-316 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 136
Change-136 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 90
Change-90 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 38
Change-38 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Tompkins Financial Corp
INCREASED300,565297,851+2,714+1%$98.7M$100.8M+$2.1M2026-10-05
AlphaCore Capital LLC
INCREASED64,95857,817+7,141+12%$19.2M$21.8M+$2.6M2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED62,99163,886-895-1%$21.2M$21.1M-$39.8K2026-10-21
Diversified Portfolios, Inc.
INCREASED57,82057,120+700+1%$18.9M$19.4M+$467.6K2026-11-04
Evensky & Katz LLC
DECREASED39,48940,556-1,067-3%$13.4M$13.2K-$13.4M2026-10-27
Adirondack Trust Co
INCREASED39,19336,106+3,087+9%$12.0M$13.1M+$1.2M2026-10-14
Fund Evaluation Group, LLC
DECREASED32,05075,890-43,840-58%$25.2M$10.8M-$14.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED30,89326,533+4,360+16%$7.8M$7.9M+$96.9K2026-10-13
Greenspring Advisors, LLC
DECREASED28,46129,339-878-3%$9.7M$9.5M-$174.9K2026-11-05
Bank of New York Mellon Corp
UNCHANGED26,45526,45500%$8.8M$8.9M+$107.9K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED21,73123,250-1,519-7%$7.7M$7.3K-$7.7M2026-11-02
Park Avenue Securities LLC
INCREASED21,10616,329+4,777+29%$5.4M$7.1K-$5.4M2026-10-26
Linscomb Wealth, Inc.
DECREASED18,35618,939-583-3%$6.3M$6.2M-$118.6K2026-11-05
Kestra Advisory Services, LLC
DECREASED16,65017,900-1,250-7%$5.9M$5.6M-$346.5K2026-11-02
Commonwealth Equity Services, LLC
INCREASED15,04314,269+774+5%$4.7M$5.0M+$317.8K2026-11-02
RED Cedar Investment Management, LLC
UNCHANGED14,27614,27600%$4.7M$4.8M+$58.2K2026-11-04
DB Fitzpatrick & Co, Inc
INCREASED13,67713,549+128+1%$4.5M$4.6M+$98.1K2026-10-19
Tennessee Valley Asset Management Partners
DECREASED12,58312,784-201-2%$4.2M$4.2M-$15.5K2026-11-03
Associated Banc-Corp
NEW11,783—+11,783——$4.0M—2026-10-30
Lido Advisors, LLC
UNCHANGED11,45211,45200%$3.8M$3.8M+$46.8K2026-11-04
FSA Investment Group, LLC
INCREASED11,0859,999+1,086+11%$3.3M$3.7M+$405.0K2026-10-07
BIP Wealth, LLC
NEW10,808—+10,808——$3.6M—2026-10-22
Apella Capital, LLC
DECREASED10,75911,069-310-3%$3.7M$3.7M+$9.0K2026-10-08
Coastline Trust Co
DECREASED10,53710,852-315-3%$3.6M$3.5M-$61.5K2026-10-01
Roman Butler Fullerton & Co
NEW10,083—+10,083——$3.4M—2026-10-27
1900 Wealth Management LLC
UNCHANGED9,5109,51000%$3.2M$3.2M+$38.7K2026-10-13
Wedbush Securities Inc
DECREASED9,1489,162-140%$3.0M$3.1K-$3.0M2026-10-22
Lanark Financial, Inc.
DECREASED8,8009,435-635-7%$3.1M$3.0M-$174.6K2026-10-26
Mycio Wealth Partners, LLC
INCREASED8,5293,632+4,897+135%$1.2M$2.9M+$1.7M2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED7,5803,060+4,520+148%$1.0M$2.6M+$1.6M2026-10-13
Embree Financial Group
INCREASED7,4197,407+12+0%$2.5M$2.5M+$34.0K2026-10-22
Verus Financial Partners, Inc.
DECREASED7,4007,775-375-5%$2.6M$2.5M-$94.1K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED6,0345,765+269+5%$1.9M$2.0M+$113.6K2026-10-26
Evolution Wealth Management Inc.
UNCHANGED5,8025,80200%$1.9M$1.9M+$23.6K2026-10-28
Wedmont Private Capital
DECREASED5,7277,023-1,296-18%$2.3M$1.9M-$394.3K2026-10-09
Orrstown Financial Services Inc
UNCHANGED5,1595,15900%$1.7M$1.7M+$21.0K2026-10-14
Wesbanco Bank Inc
UNCHANGED5,0055,00500%$1.7M$1.7M+$20.4K2026-11-04
Compass Financial Group, Inc
UNCHANGED4,6654,66500%$1.5M$1.6M+$19.0K2026-10-13
Creative Planning
INCREASED4,2274,107+120+3%$1.4M$1.4M+$57.1K2026-11-02
Ulrich Consultants & Investment Group, LLC
NEW4,225—+4,225——$1.4M—2026-10-13
Davidson Investment Advisors
INCREASED4,0213,061+960+31%$1.0M$1.3M+$334.6K2026-10-20
Fulton Bank, N.A.
INCREASED3,7602,230+1,530+69%$739.1K$1.3M+$522.4K2026-10-14
Citigroup Inc
NEW3,674—+3,674——$1.2M—2026-11-04
PVG Asset Management Corp
DECREASED3,6303,673-43-1%$1.2M$1.2M+$5392026-10-19
First Financial Bank - Trust Division
DECREASED3,3903,743-353-9%$1.2M$1.1M-$103.2K2026-10-01
Everhart Financial Group, Inc.
INCREASED3,1373,131+6+0%$1.0M$1.1M+$14.7K2026-10-08
Americana Partners, LLC
DECREASED2,9803,095-115-4%$1.0M$999.8K-$26.0K2026-10-28
Jacksonville Wealth Management, LLC
INCREASED2,9772,860+117+4%$948.0K$998.7K+$50.7K2026-10-30
Hoge Financial Services, LLC
DECREASED2,9733,126-153-5%$1.0M$997.5K-$38.7K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED2,9243,011-87-3%$997.9K$980.8K-$17.1K2026-10-08
Farther Finance Advisors, LLC
DECREASED2,9132,947-34-1%$975.4K$977.3K+$1.9K2026-10-08
US Bancorp \de\
INCREASED2,8482,681+167+6%$888.6K$955.5K+$67.0K2026-11-05
Fairscale Capital, LLC
UNCHANGED2,6762,67600%$886.9K$890.5K+$3.6K2026-11-04
HB Wealth Management, LLC
INCREASED2,531715+1,816+254%$237.2K$849.3K+$612.1K2026-10-23
IFP Advisors, Inc
DECREASED2,4912,521-30-1%$835.5K$835.7K+$2052026-10-16
Forum Financial Management, LP
INCREASED2,4822,476+6+0%$820.6K$832.9K+$12.3K2026-10-16
Silvia Mccoll Wealth Management, LLC
DECREASED2,4222,505-83-3%$830.3K$812.7K-$17.6K2026-10-07
Paladin Partners, LLC
INCREASED2,060418+1,642+393%$138.5K$691.1K+$552.6K2026-10-06
Grove Street Fiduciary, LLC
UNCHANGED1,9921,99200%$660.2K$668.3K+$8.1K2026-10-13
Parsons Capital Management Inc
UNCHANGED1,8991,89900%$629.4K$637.1K+$7.7K2026-10-28
Corundum Group, Inc.
NEW1,892—+1,892——$634.8K—2026-10-28
Corundum Trust Company, Inc
UNCHANGED1,8921,89200%$627.1K$634.8K+$7.7K2026-10-29
ARS Wealth Advisors Group, LLC
DECREASED1,8151,834-19-1%$608.0K$608.8K+$8512026-10-16
Paulson Wealth Management Inc.
UNCHANGED1,7901,79000%$593.3K$600.5K+$7.3K2026-11-02
Wealthcare Advisory Partners LLC
UNCHANGED1,7631,76300%$584.5K$591.6K+$7.2K2026-10-21
Precedent Wealth Partners, LLC
UNCHANGED1,6451,64500%$545.2K$551.9K+$6.7K2026-10-21
Truist Financial Corp
DECREASED1,6201,828-208-11%$605.8K$543.5K-$62.3K2026-10-30
Arbor Investment Advisors, LLC
UNCHANGED1,6191,61900%$536.6K$543.2K+$6.6K2026-10-26
Nilsine Partners, LLC
DECREASED1,5892,205-616-28%$730.6K$533.0K-$197.7K2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED1,5602,110-550-26%$699.3K$523.4K-$175.9K2026-10-23
Anchyra Partners LLC
UNCHANGED1,5471,54700%$512.7K$519.0K+$6.3K2026-10-13
Sunpointe, LLC
UNCHANGED1,5361,53600%$509.1K$515.3K+$6.3K2026-10-22
Gutierrez Wealth Advisory, LLC
DECREASED1,5311,563-32-2%$518.0K$513.6K-$4.4K2026-11-02
Prospera Financial Services Inc
UNCHANGED1,5001,50000%$497.1K$499.2K+$2.0K2026-11-04
Concurrent Investment Advisors, LLC
UNCHANGED1,4131,41300%$468.3K$474.1K+$5.8K2026-10-16
Jacobi Capital Management LLC
UNCHANGED1,3261,32600%$439.4K$444.9K+$5.5K2026-11-05
Sheets Smith Wealth Management
UNCHANGED1,2461,24600%$413.0K$418.0K+$5.1K2026-10-16
Brighton Jones LLC
INCREASED1,2071,204+3+0%$398.9K$404.9K+$6.0K2026-11-03
Diversify Wealth Management, LLC
UNCHANGED1,1981,19800%$391.6K$406.3K+$14.6K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED1,1981,19800%$391.6K$406.3K+$14.6K2026-10-20
Compound Planning, Inc.
UNCHANGED1,1061,10600%$366.6K$371.1K+$4.5K2026-11-05
Radnor Capital Management, LLC
UNCHANGED1,1001,10000%$364.6K$369.1K+$4.5K2026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED1,0001,00000%$331.3K$338.5K+$7.2K2026-11-04
Firestone Capital Management
UNCHANGED95095000%$314.9K$318.7K+$3.9K2026-11-03
Trek Financial, LLC
UNCHANGED93093000%$308.2K$312.0K+$3.8K2026-10-29
Sonata Capital Group Inc
UNCHANGED91091000%$301.6K$305.3K+$3.7K2026-10-19
Trueblood Wealth Management, LLC
NEW900—+900——$302.1K—2026-10-23
Vise Technologies, Inc.
NEW898—+898——$301.4K—2026-10-29
AA Financial Advisors, LLC
DECREASED897899-20%$298.0K$301.0K+$3.1K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED828827+1+0%$273.9K$277.7K+$3.8K2026-10-30
Rossby Financial, LCC
DECREASED7551,510-755-50%$500.5K$253.3K-$247.2K2026-11-05
Abel Hall, LLC
UNCHANGED66966900%$221.9K$224.6K+$2.7K2026-10-19
Clarity Retirement & Wealth, LLC
DECREASED667700-33-5%$232.0K$223.8K-$8.2K2026-11-04
TCI Wealth Advisors, Inc.
INCREASED659657+2+0%$217.7K$221.1K+$3.3K2026-10-30
Koesten, Hirschmann & Crabtree, Inc.
INCREASED613611+2+0%$202.6K$205.7K+$3.0K2026-10-13
Ascent Wealth Partners, LLC
UNCHANGED60660600%$200.8K$203.3K+$2.5K2026-10-23
Sentinel Trust Co LBA
NEW601—+601——$202—2026-11-03
JFS Wealth Advisors, LLC
INCREASED589587+2+0%$194.6K$197.5K+$2.9K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED563618-55-9%$204.7K$188.8K-$15.9K2026-10-30
Sage Mountain Advisors LLC
UNCHANGED42042000%$139.2K$140.9K+$1.7K2026-11-02
Polaris Financial Partners
NEW357—+357——$120—2026-10-02
Owl Creek Wealth Partners LLC
INCREASED275274+1+0%$90.9K$92.3K+$1.4K2026-10-20
Northstar Asset Management Co
DECREASED230425-195-46%$138.7K$78.2K-$60.6K2026-10-22
Asset Dedication, LLC
UNCHANGED20820800%$68.9K$69.8K+$8482026-11-03
Chilton Capital Management LLC
UNCHANGED20320300%$67.3K$68.1K+$8272026-10-28
GoalVest Advisory LLC
UNCHANGED18018000%$59.7K$60.4K+$7332026-10-02
SBI Securities Co., Ltd.
UNCHANGED15215200%$50.4K$51.0K+$6192026-10-22
Main Street Group, LTD
UNCHANGED15015000%$49.7K$50.3K+$6112026-10-28
Armstrong Advisory Group, Inc
DECREASED136142-6-4%$47.1K$45.6K-$1.4K2026-10-09
City State Bank
UNCHANGED505000%$16.6K$16.8K+$2042026-10-20
Root Financial Partners, LLC
NEW47—+47——$15.9K—2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED414100%$13.6K$13.8K+$1682026-10-13
Fifth Third Bancorp
UNCHANGED404000%$13.2K$13.4K+$1622026-11-05
Assetmark, Inc
UNCHANGED323200%$10.6K$10.7K+$1302026-10-21
Central Trust Co
UNCHANGED323200%$10.6K$10.7K+$1312026-11-05
Central Pacific Bank - Trust Division
UNCHANGED242400%$8.0K$8.1K+$982026-10-06
Angeles Wealth Management, LLC
UNCHANGED171700%$5.6K$5.7K+$702026-10-26
Bay Harbor Wealth Management, LLC
UNCHANGED161600%$5.3K$5.4K+$652026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED1100%$331$336+$52026-11-04
Nations Financial Group Inc,
CLOSED011,094-11,094-100%$3.7M$0-$3.7M2026-11-05
Avestar Capital, LLC
CLOSED01,834-1,834-100%$607.8K$0-$607.8K2026-10-28
Brookstone Capital Management
CLOSED01,743-1,743-100%$577.7K$0-$577.7K2026-10-22
RFG Advisory, LLC
CLOSED01,078-1,078-100%$357.2K$0-$357.2K2026-11-03
StoneX Group Inc.
CLOSED0658-658-100%$218.8K$0-$218.8K2026-11-03
J.W. Cole Advisors, Inc.
CLOSED0631-631-100%$209.0K$0-$209.0K2026-11-05
International Assets Investment Management, LLC
CLOSED0500-500-100%$165.2K$0-$165.2K2026-11-02
Signaturefd, LLC
CLOSED0123-123-100%$40.7K$0-$40.7K2026-10-23
LifeSteps Financial, Inc.
CLOSED08-8-100%$2.7K$0-$2.7K2026-10-15
Olistico Wealth, LLC
CLOSED06-6-100%$2.0K$0-$2.0K2026-10-05
Ameriprise Financial Inc
N/A—632,550-632,550-100%$209.7M———
Morgan Stanley
N/A—622,262-622,262-100%$206.2M———
Lincoln National Corp
N/A—458,185-458,185-100%$151.9M———
Goldman Sachs Group Inc
N/A—279,973-279,973-100%$92.8M———
UBS Group AG
N/A—233,388-233,388-100%$77.4M———
Focus Partners Wealth
N/A—223,425-223,425-100%$74.0M———
Callan Family Office, LLC
N/A—219,190-219,190-100%$72.6M———
Cliffwater LLC
N/A—129,315-129,315-100%$42.9M———
Raymond James Financial Inc
N/A—113,987-113,987-100%$37.8M———
Gotham Asset Management, LLC
N/A—110,567-110,567-100%$36.6M———
AQR Capital Management LLC
N/A—104,527-104,527-100%$34.6M———
Trustees of Dartmouth College
N/A—98,053-98,053-100%$32.5M———
Cerity Partners LLC
N/A—97,663-97,663-100%$32.4M———
Diversified Trust Co
N/A—80,244-80,244-100%$26.6M———
LPL Financial LLC
N/A—80,039-80,039-100%$26.5M———
HighTower Advisors, LLC
N/A—70,668-70,668-100%$23.4M———
Sovereign Investment Advisors, LLC
N/A—67,720-67,720-100%$22.4M———
Pennington Partners & Co., LLC
N/A—63,752-63,752-100%$21.1M———
MML Investors Services, LLC
N/A—57,435-57,435-100%$19.0M———
NewEdge Advisors, LLC
N/A—53,773-53,773-100%$17.8M———
Mariner, LLC
N/A—53,297-53,297-100%$17.7M———
Bank of America Corp
N/A—51,192-51,192-100%$17.0M———
Envestnet Asset Management Inc
N/A—49,013-49,013-100%$16.2M———
JPMorgan Chase & Co
N/A—36,494-36,494-100%$12.0M———
Commerce Bank
N/A—31,827-31,827-100%$10.5M———
Beacon Pointe Advisors, LLC
N/A—31,768-31,768-100%$10.5M———
Cetera Investment Advisers
N/A—25,920-25,920-100%$8.6M———
Pathstone Holdings, LLC
N/A—25,149-25,149-100%$8.3M———
Pitcairn Wealth Advisors LLC
N/A—23,750-23,750-100%$7.9M———
IEQ Capital, LLC
N/A—23,505-23,505-100%$7.8M———
Rockefeller Capital Management L.P.
N/A—22,397-22,397-100%$7.4M———
Prosperity Consulting Group, LLC
N/A—22,052-22,052-100%$7.3M———
Glenmede Trust Co NA
N/A—21,100-21,100-100%$7.0M———
Captrust Financial Advisors
N/A—17,737-17,737-100%$5.9M———
Stifel Financial Corp
N/A—17,542-17,542-100%$5.8M———
Tolleson Wealth Management, Inc.
N/A—16,221-16,221-100%$5.4M———
Wells Fargo & Company
N/A—14,941-14,941-100%$5.0M———
Steward Partners Investment Advisory, LLC
N/A—13,452-13,452-100%$4.5M———
Clearstead Advisors, LLC
N/A—12,908-12,908-100%$4.3M———
Financial Engines Advisors L.L.C.
N/A—11,196-11,196-100%$3.7M———
SageView Advisory Group, LLC
N/A—10,784-10,784-100%$3.6M———
Bleakley Financial Group, LLC
N/A—10,726-10,726-100%$3.6M———
PNC Financial Services Group, Inc.
N/A—10,046-10,046-100%$3.3M———
Waverly Advisors, LLC
N/A—8,925-8,925-100%$3.0M———
Royal Bank of Canada
N/A—8,414-8,414-100%$2.8M———
Susquehanna International Group, LLP
N/A—7,911-7,911-100%$2.6M———
HRT Financial LP
N/A—7,532-7,532-100%$2.5M———
Investment Advisory Group, LLC
N/A—7,084-7,084-100%$2.3M———
Silver Coast Investments LLC
N/A—6,681-6,681-100%$2.2M———
Hardy Reed LLC
N/A—6,674-6,674-100%$2.2M———
Operose Advisors LLC
N/A—6,357-6,357-100%$2.1M———
Whittier Trust Co
N/A—5,660-5,660-100%$1.9M———
Osaic Holdings, Inc.
N/A—5,428-5,428-100%$1.8M———
Johnson Investment Counsel Inc
N/A—5,034-5,034-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—4,911-4,911-100%$1.6M———
FMR LLC
N/A—4,815-4,815-100%$1.6M———
Centennial Bank
N/A—4,661-4,661-100%$1.5M———
World Investment Advisors
N/A—4,654-4,654-100%$1.4M———
Private Wealth Asset Management, LLC
N/A—4,400-4,400-100%$1.5M———
Cresset Asset Management, LLC
N/A—4,165-4,165-100%$1.4M———
Dakota Wealth Management
N/A—4,113-4,113-100%$1.4M———
McCartney Wealth Management LLC
N/A—4,033-4,033-100%$1.3M———
Shelton Capital Management
N/A—3,715-3,715-100%$1.2M———
MAI Capital Management
N/A—3,582-3,582-100%$1.2M———
Wealthspire Advisors, LLC
N/A—3,437-3,437-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—3,318-3,318-100%$1.1M———
Tortoise Investment Management, LLC
N/A—3,300-3,300-100%$1.1M———
Quantinno Capital Management LP
N/A—3,167-3,167-100%$1.0M———
Mercer Global Advisors Inc
N/A—3,057-3,057-100%$1.0M———
Keystone Financial Group
N/A—2,745-2,745-100%$909.8K———
CNB Bank
N/A—2,642-2,642-100%$875.6K———
Calydon Capital
N/A—2,624-2,624-100%$869.7K———
QRG Capital Management, Inc.
N/A—2,597-2,597-100%$860.7K———
Cozad Asset Management Inc
N/A—2,356-2,356-100%$780.7K———
OneDigital Investment Advisors LLC
N/A—2,256-2,256-100%$747.7K———
CIBC Bancorp USA Inc.
N/A—2,006-2,006-100%$664.8K———
Wealth Care LLC
N/A—1,815-1,815-100%$601.5K———
Banque Cantonale Vaudoise
N/A—1,794-1,794-100%$595.0K———
Janney Montgomery Scott LLC
N/A—1,653-1,653-100%$548.0K———
Northwestern Mutual Wealth Management Co
N/A—1,640-1,640-100%$543.8K———
Moneta Group Investment Advisors LLC
N/A—1,616-1,616-100%$535.6K———
Baker Avenue Asset Management, LP
N/A—1,608-1,608-100%$533.1K———
Safe Harbor Family Capital, LLC
N/A—1,488-1,488-100%$493.2K———
Gross & Hartman Investments LLC
N/A—1,488-1,488-100%$493.2K———
EP Wealth Advisors, LLC
N/A—1,430-1,430-100%$473.9K———
First National Bank of Omaha
N/A—1,420-1,420-100%$470.6K———
Keating Financial Advisory Services, Inc.
N/A—1,394-1,394-100%$462.1K———
Coldstream Capital Management Inc
N/A—1,278-1,278-100%$423.6K———
New Republic Capital, LLC
N/A—1,243-1,243-100%$412.1K———
Cauble & Harre Wealth Management, Inc.
N/A—1,240-1,240-100%$411.0K———
Sykon Capital LLC
N/A—1,191-1,191-100%$394.7K———
Belpointe Asset Management LLC
N/A—1,132-1,132-100%$375.2K———
BOK Financial Private Wealth, Inc.
N/A—1,101-1,101-100%$364.9K———
Flputnam Investment Management Co
N/A—969-969-100%$321.2K———
Pinnacle Financial Partners, Inc.
N/A—907-907-100%$300.9K———
Jones Financial Companies Lllp
N/A—789-789-100%$255.8K———
Allworth Financial LP
N/A—777-777-100%$257.6K———
BSW Wealth Partners
N/A—771-771-100%$255.4K———
Betterment LLC
N/A—752-752-100%$249.0K———
Aptus Capital Advisors, LLC
N/A—741-741-100%$245.6K———
Advyzon Investment Management, LLC
N/A—700-700-100%$232.0K———
Ariadne Wealth Management, LP
N/A—698-698-100%$231.2K———
&partners
N/A—657-657-100%$217.7K———
Independent Advisor Alliance
N/A—628-628-100%$208.1K———
Tacita Capital Inc
N/A—625-625-100%$207.1K———
Vanguard Advisers Inc
N/A—618-618-100%$204.9K———
Brogan Financial, Inc.
N/A—606-606-100%$200.7K———
Quent Capital, LLC
N/A—444-444-100%$147.2K———
Arax Advisory Partners
N/A—357-357-100%$118.4K———
BFC Planning, Inc.
N/A—350-350-100%$116.0K———
Blair William & Co
N/A—325-325-100%$107.7K———
Smithfield Trust Co
N/A—320-320-100%$106.0K———
Howe & Rusling Inc
N/A—316-316-100%$104.8K———
BlackRock, Inc.
N/A—287-287-100%$95.3K———
Global Retirement Partners, LLC
N/A—258-258-100%$85.5K———
O'shaughnessy Asset Management, LLC
N/A—227-227-100%$75.2K———
Bank of Montreal
N/A—136-136-100%$45.1K———
UBS Asset Management Americas LLC
N/A—109-109-100%$36.1K———
Topsail Wealth Management, LLC
N/A—101-101-100%$33.5K———
Qube Research & Technologies Ltd
N/A—90-90-100%$29.8K———
Chesapeake Asset Management LLC
N/A—80-80-100%$26.5K———
Founders Financial Alliance, LLC
N/A—69-69-100%$22.8K———
Russell Investments Group, Ltd.
N/A—67-67-100%$22.2K———
Graney & King, LLC
N/A—63-63-100%$20.9K———
JDM Financial Group LLC
N/A—59-59-100%$19.6K———
AE Wealth Management LLC
N/A—47-47-100%$15.6K———
SHP Wealth Management
N/A—38-38-100%$12.6K———
Hantz Financial Services, Inc.
N/A—21-21-100%$7.0K———
Gould Capital, LLC
N/A—13-13-100%$4.4K———
Geneos Wealth Management Inc.
N/A—6-6-100%$2.0K———
Showing 259 of 259 institutions