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Vanguard Russell 2000 ETF (VTWO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Neos Investment Management LLC
INCREASED
Shares11,258,177 from 8,513,553
Change+2,744,624 (+32%)
Value$1.3B (+$229.9M)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares6,166,194 from 5,896,669
Change+269,525 (+5%)
Value$692.1M (-$23.9M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares1,591,409 from 1,480,354
Change+111,055 (+8%)
Value$178.6M (-$1.1M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares1,044,638 from 1,132,212
Change-87,574 (-8%)
Value$117.3M (-$20.2M)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares703,276 from 628,901
Change+74,375 (+12%)
Value$78.9M (+$2.6M)
Filed 2026-11-05
Henshaw Capital LLC
UNCHANGED
Shares582,050 from 582,050
Change0 (0%)
Value$65.3M (-$5.3M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares363,251 from 387,207
Change-23,956 (-6%)
Value$40.8M (-$6.2M)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares343,953 from 352,082
Change-8,129 (-2%)
Value$38.6M (-$4.1M)
Filed 2026-11-04
Barclays PLC
NEW
Shares288,643
Change+288,643
Value$32.4M
Filed 2026-11-06
Moody National Bank Trust Division
DECREASED
Shares259,605 from 260,175
Change-570 (0%)
Value$29.1M (-$2.5M)
Filed 2026-10-06
Lido Advisors, LLC
DECREASED
Shares221,029 from 234,831
Change-13,802 (-6%)
Value$24.8M (-$3.7M)
Filed 2026-11-04
First Citizens Bank & Trust Co
DECREASED
Shares210,733 from 261,877
Change-51,144 (-20%)
Value$23.7M (-$8.1M)
Filed 2026-10-14
RED Cedar Investment Management, LLC
INCREASED
Shares206,655 from 206,297
Change+358 (+0%)
Value$23.2M (-$1.9M)
Filed 2026-11-04
S. R. Schill & Associates
INCREASED
Shares204,551 from 168,515
Change+36,036 (+21%)
Value$23.0M (+$2.5M)
Filed 2026-10-20
Fusion Capital, LLC
INCREASED
Shares143,538 from 142,253
Change+1,285 (+1%)
Value$16.1M (-$1.2M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares140,950 from 144,231
Change-3,281 (-2%)
Value$15.8M (-$1.7M)
Filed 2026-11-02
Central Valley Advisors, LLC
INCREASED
Shares138,333 from 136,486
Change+1,847 (+1%)
Value$15.5M (-$1.0M)
Filed 2026-10-27
Cadent Capital Advisors, LLC
DECREASED
Shares135,781 from 146,404
Change-10,623 (-7%)
Value$15.2M (-$2.5M)
Filed 2026-10-09
PNC Financial Services Group, Inc.
DECREASED
Shares128,421 from 130,473
Change-2,052 (-2%)
Value$14.4M (-$1.4M)
Filed 2026-11-06
LVW Advisors, LLC
DECREASED
Shares119,924 from 120,557
Change-633 (-1%)
Value$13.5M (-$1.2M)
Filed 2026-10-19
SVB Wealth LLC
DECREASED
Shares108,393 from 132,310
Change-23,917 (-18%)
Value$12.2M (-$3.9M)
Filed 2026-11-06
Financial & Tax Architects, LLC
INCREASED
Shares106,656 from 78,760
Change+27,896 (+35%)
Value$12.0M (+$2.4M)
Filed 2026-10-15
Lodestar Private Asset Management LLC
DECREASED
Shares103,737 from 113,415
Change-9,678 (-9%)
Value$11.6M (-$2.1M)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares101,468 from 95,398
Change+6,070 (+6%)
Value$11.4K (-$11.6M)
Filed 2026-11-05
1900 Wealth Management LLC
INCREASED
Shares101,458 from 84,487
Change+16,971 (+20%)
Value$11.4M (+$1.1M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares101,149 from 99,914
Change+1,235 (+1%)
Value$11.4M (-$778.6K)
Filed 2026-10-29
Lockheed Martin Investment Management Co
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$11.2M (-$918.0K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares99,989 from 91,496
Change+8,493 (+9%)
Value$11.2M (+$113.3K)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares85,234 from 78,873
Change+6,361 (+8%)
Value$9.6M (-$10.1K)
Filed 2026-10-28
Heritage Investment Group, Inc.
DECREASED
Shares84,006 from 84,809
Change-803 (-1%)
Value$9.4M (-$868.7K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares82,638 from 94,141
Change-11,503 (-12%)
Value$9.3M (-$2.2M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares76,983 from 75,312
Change+1,671 (+2%)
Value$8.6M (-$503.9K)
Filed 2026-10-08
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares75,080 from 66,140
Change+8,940 (+14%)
Value$8.4M (+$396.3K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares73,044 from 68,875
Change+4,169 (+6%)
Value$8.2K (-$8.4M)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares70,205 from 77,417
Change-7,212 (-9%)
Value$7.9M (-$1.5M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares69,125 from 68,089
Change+1,036 (+2%)
Value$7.8M (-$508.8K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares61,471 from 61,528
Change-57 (0%)
Value$6.9M (-$571.3K)
Filed 2026-11-05
Prudent Man Advisors, LLC
UNCHANGED
Shares60,741 from 60,741
Change0 (0%)
Value$6.8M (-$557.6K)
Filed 2026-11-03
St. Louis Trust Co
UNCHANGED
Shares59,205 from 59,205
Change0 (0%)
Value$6.6M (+$2.1M)
Filed 2026-11-03
LJI Wealth Management, LLC
DECREASED
Shares59,170 from 59,328
Change-158 (0%)
Value$6.6M (-$562.4K)
Filed 2026-10-28
Brooklyn FI, LLC
DECREASED
Shares55,578 from 60,947
Change-5,369 (-9%)
Value$6.4M (-$864.2K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares54,680 from 51,970
Change+2,710 (+5%)
Value$6.1M (-$172.9K)
Filed 2026-10-22
LifeWealth Investments, LLC
DECREASED
Shares53,490 from 60,828
Change-7,338 (-12%)
Value$6.0M (-$1.4M)
Filed 2026-10-21
Summit Financial Consulting LLC
DECREASED
Shares51,327 from 68,479
Change-17,152 (-25%)
Value$5.8M (-$2.6M)
Filed 2026-10-15
First Citizens Asset Management, Inc.
DECREASED
Shares49,294 from 71,124
Change-21,830 (-31%)
Value$5.5M (-$3.1M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares49,092 from 49,158
Change-66 (0%)
Value$5.5M (-$458.8K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares48,792 from 40,919
Change+7,873 (+19%)
Value$5.5M (+$508.1K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares47,926 from 47,658
Change+268 (+1%)
Value$5.4M (-$407.4K)
Filed 2026-11-05
River's Edge Wealth Management, LLC
INCREASED
Shares47,723 from 45,900
Change+1,823 (+4%)
Value$5.2M (-$275.0K)
Filed 2026-10-19
New York Life Investment Management LLC
UNCHANGED
Shares46,924 from 46,924
Change0 (0%)
Value$5.3M (-$430.8K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares46,202 from 45,115
Change+1,087 (+2%)
Value$5.2M (-$217.8K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares46,123 from 54,546
Change-8,423 (-15%)
Value$5.2M (-$1.4M)
Filed 2026-10-28
Howard Bailey Securities, LLC
DECREASED
Shares42,731 from 49,308
Change-6,577 (-13%)
Value$4.8M (-$1.2M)
Filed 2026-10-27
Fire Capital Management LLC
INCREASED
Shares42,585 from 38,416
Change+4,169 (+11%)
Value$4.8M (+$115.3K)
Filed 2026-10-27
Brucke Financial, Inc.
INCREASED
Shares42,230 from 40,252
Change+1,978 (+5%)
Value$4.7M (-$147.5K)
Filed 2026-10-23
Sound Financial Strategies Group, LLC
NEW
Shares40,854
Change+40,854
Value$4.6M
Filed 2026-10-30
Koshinski Asset Management, Inc.
DECREASED
Shares40,734 from 40,852
Change-118 (0%)
Value$4.6M (-$388.3K)
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED
Shares38,966 from 40,172
Change-1,206 (-3%)
Value$4.4M (-$504.2K)
Filed 2026-10-27
Good Steward Wealth Advisors,LLC
INCREASED
Shares37,327 from 34,254
Change+3,073 (+9%)
Value$4.2M (+$30.5K)
Filed 2026-11-06
Citizens Financial Group Inc
INCREASED
Shares36,647 from 32,630
Change+4,017 (+12%)
Value$4.1M (+$151.3K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares33,999 from 33,834
Change+165 (+0%)
Value$3.8M (-$292.1K)
Filed 2026-10-29
Global Financial Private Client, LLC
DECREASED
Shares33,579 from 33,637
Change-58 (0%)
Value$3.8M (-$315.3K)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares33,500 from 27,300
Change+6,200 (+23%)
Value$3.8M (+$445.3K)
Filed 2026-11-03
Curtis Advisory Group, LLC
INCREASED
Shares33,302 from 32,853
Change+449 (+1%)
Value$3.7M (-$251.2K)
Filed 2026-10-28
Vilga Financial Planning LLC
INCREASED
Shares32,470 from 28,049
Change+4,421 (+16%)
Value$3.6M (+$238.7K)
Filed 2026-10-09
Park Avenue Securities LLC
DECREASED
Shares31,464 from 32,857
Change-1,393 (-4%)
Value$3.5K (-$4.0M)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares30,605 from 29,615
Change+990 (+3%)
Value$3.4M (-$160.7K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares30,592 from 30,358
Change+234 (+1%)
Value$3.4M (-$252.4K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares30,282 from 28,465
Change+1,817 (+6%)
Value$3.4M (-$57.3K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares29,195 from 29,195
Change0 (0%)
Value$3.5M ($0)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares29,038 from 30,074
Change-1,036 (-3%)
Value$3.3M (-$392.4K)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED
Shares28,411 from 27,278
Change+1,133 (+4%)
Value$3.2M (-$123.3K)
Filed 2026-10-19
Montgomery Financial Services LLC
DECREASED
Shares28,344 from 31,767
Change-3,423 (-11%)
Value$3.2M (-$675.8K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares26,550 from 23,124
Change+3,426 (+15%)
Value$3.0M (+$172.3K)
Filed 2026-10-21
SoundView Advisors Inc.
DECREASED
Shares26,482 from 26,536
Change-54 (0%)
Value$3.0K (-$3.2M)
Filed 2026-11-04
King Luther Capital Management Corp
UNCHANGED
Shares25,780 from 25,780
Change0 (0%)
Value$2.9M (-$236.7K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED
Shares25,098 from 25,736
Change-638 (-2%)
Value$2.8M (-$307.9K)
Filed 2026-10-27
Foster Group, Inc.
DECREASED
Shares24,940 from 26,630
Change-1,690 (-6%)
Value$2.8M (-$434.2K)
Filed 2026-10-13
Ticino Wealth
INCREASED
Shares24,572 from 23,802
Change+770 (+3%)
Value$2.8M (-$132.1K)
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares24,412 from 14,480
Change+9,932 (+69%)
Value$2.7K (-$1.8M)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares24,412 from 23,177
Change+1,235 (+5%)
Value$2.7M (-$74.1K)
Filed 2026-10-28
Wernau Asset Management Inc.
INCREASED
Shares23,922 from 23,800
Change+122 (+1%)
Value$2.7M (-$204.8K)
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares22,073 from 22,868
Change-795 (-3%)
Value$2.5M (-$299.2K)
Filed 2026-11-02
180 Wealth Advisors, LLC
DECREASED
Shares21,507 from 21,623
Change-116 (-1%)
Value$2.4M (-$211.6K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares19,861 from 20,285
Change-424 (-2%)
Value$2.2M (-$233.8K)
Filed 2026-10-21
Wakefield Asset Management Lllp
DECREASED
Shares19,540 from 20,717
Change-1,177 (-6%)
Value$2.2M (-$322.3K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares19,293 from 20,046
Change-753 (-4%)
Value$2.2M (-$268.6K)
Filed 2026-10-07
Principal Financial Group Inc
DECREASED
Shares19,245 from 21,027
Change-1,782 (-8%)
Value$2.2M (-$393.0K)
Filed 2026-11-02
Vision Capital Management, Inc.
DECREASED
Shares19,126 from 19,566
Change-440 (-2%)
Value$2.1M (-$229.0K)
Filed 2026-10-20
Rainier Family Wealth Inc
INCREASED
Shares18,779 from 17,224
Change+1,555 (+9%)
Value$2.1M (+$16.5K)
Filed 2026-11-02
Fischer Financial Services, Inc.
INCREASED
Shares18,567 from 14,716
Change+3,851 (+26%)
Value$2.1M (+$297.2K)
Filed 2026-10-30
PFW Advisors LLC
DECREASED
Shares18,462 from 19,183
Change-721 (-4%)
Value$2.1M (-$257.0K)
Filed 2026-10-07
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares18,450 from 15,824
Change+2,626 (+17%)
Value$2.1M (+$149.4K)
Filed 2026-10-30
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares18,205 from 18,850
Change-645 (-3%)
Value$2.0M (-$245.4K)
Filed 2026-10-26
Arlington Trust Co LLC
UNCHANGED
Shares17,749 from 17,749
Change0 (0%)
Value$2.0M (-$162.9K)
Filed 2026-10-20
Southland Equity Partners LLC
INCREASED
Shares17,708 from 17,213
Change+495 (+3%)
Value$2.0M (-$102.5K)
Filed 2026-10-14
Gainplan LLC
INCREASED
Shares17,572 from 15,441
Change+2,131 (+14%)
Value$2.0M (+$97.4K)
Filed 2026-10-09
Arbor Investment Advisors, LLC
INCREASED
Shares17,510 from 17,501
Change+9 (+0%)
Value$2.0M (-$159.7K)
Filed 2026-10-26
First Hawaiian Bank
UNCHANGED
Shares17,438 from 17,438
Change0 (0%)
Value$2.0M (-$160.1K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares17,389 from 31,251
Change-13,862 (-44%)
Value$2.0M (-$1.8M)
Filed 2026-11-06
Absolute Capital Management, LLC
DECREASED
Shares17,378 from 33,967
Change-16,589 (-49%)
Value$2.0M (-$2.2M)
Filed 2026-10-16
Novem Group
DECREASED
Shares17,279 from 18,659
Change-1,380 (-7%)
Value$1.9M (-$326.2K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares16,281 from 20,329
Change-4,048 (-20%)
Value$1.8M (-$641.0K)
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares15,090 from 14,166
Change+924 (+7%)
Value$1.7M (-$26.4K)
Filed 2026-11-03
Aspiriant, LLC
INCREASED
Shares14,581 from 6,041
Change+8,540 (+141%)
Value$1.6M (+$903.1K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares14,521 from 14,944
Change-423 (-3%)
Value$1.6M (-$184.8K)
Filed 2026-10-22
WestHill Financial Advisors, Inc.
DECREASED
Shares14,442 from 14,768
Change-326 (-2%)
Value$1.6M (-$172.2K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares14,215 from 4,430
Change+9,785 (+221%)
Value$1.6M (+$1.1M)
Filed 2026-10-21
Ascentis Wealth Management, LLC
INCREASED
Shares14,136 from 8,683
Change+5,453 (+63%)
Value$1.6M (+$532.3K)
Filed 2026-11-03
BIP Wealth, LLC
DECREASED
Shares13,749 from 13,796
Change-47 (0%)
Value$1.5M (-$131.9K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares13,657 from 13,766
Change-109 (-1%)
Value$1.5M (-$130.5K)
Filed 2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED
Shares13,359 from 13,324
Change+35 (+0%)
Value$1.5M (-$118.3K)
Filed 2026-10-16
Evolution Wealth Advisors, LLC
DECREASED
Shares12,615 from 12,744
Change-129 (-1%)
Value$1.4M (-$131.5K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares12,072
Change+12,072
Value$1.4M
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares11,875 from 12,878
Change-1,003 (-8%)
Value$1.3M (-$230.8K)
Filed 2026-10-08
Parkside Financial Bank & Trust
INCREASED
Shares11,496 from 10,586
Change+910 (+9%)
Value$1.3M (+$5.0K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED
Shares11,375 from 11,814
Change-439 (-4%)
Value$1.3M (-$157.7K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares11,331 from 10,881
Change+450 (+4%)
Value$1.3M (-$49.4K)
Filed 2026-11-04
Tennessee Valley Asset Management Partners
INCREASED
Shares11,258 from 10,998
Change+260 (+2%)
Value$1.3M (-$71.8K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares11,121 from 9,591
Change+1,530 (+16%)
Value$1.2K (-$1.2M)
Filed 2026-10-22
Legacy Advisors, LLC
UNCHANGED
Shares11,067 from 11,067
Change0 (0%)
Value$1.2M (-$101.6K)
Filed 2026-10-19
Old National Bancorp
DECREASED
Shares10,997 from 11,433
Change-436 (-4%)
Value$1.2M (-$153.9K)
Filed 2026-10-20
Lpwm LLC
INCREASED
Shares10,816 from 10,326
Change+490 (+5%)
Value$1.2M (-$39.8K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares10,660 from 9,571
Change+1,089 (+11%)
Value$1.2M (+$34.4K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,589 from 10,519
Change+70 (+1%)
Value$1.2M (-$88.7K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares10,303 from 1,981
Change+8,322 (+420%)
Value$1.2M (+$915.9K)
Filed 2026-10-21
Navigate Wealth Management, LLC
INCREASED
Shares10,277 from 10,205
Change+72 (+1%)
Value$1.2M (-$55.5K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares10,027 from 10,026
Change+1 (+0%)
Value$1.1M (-$92.0K)
Filed 2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.1M (-$91.8K)
Filed 2026-10-30
Allegheny Financial Group
INCREASED
Shares9,932 from 8,921
Change+1,011 (+11%)
Value$1.1M (+$31.5K)
Filed 2026-11-05
Legacy Bridge, LLC
UNCHANGED
Shares9,862 from 9,862
Change0 (0%)
Value$1.1M (-$90.5K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares9,658 from 4,835
Change+4,823 (+100%)
Value$1.1M (+$496.9K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares9,598 from 9,583
Change+15 (+0%)
Value$1.1M (-$86.3K)
Filed 2026-10-14
Flower City Capital
INCREASED
Shares9,504 from 9,471
Change+33 (+0%)
Value$1.1M (-$83.3K)
Filed 2026-10-15
Capital Square, LLC
DECREASED
Shares9,160 from 10,213
Change-1,053 (-10%)
Value$1.0M (-$193.7K)
Filed 2026-10-19
Monarch Capital Management Inc
INCREASED
Shares9,079 from 8,867
Change+212 (+2%)
Value$1.0M (-$57.6K)
Filed 2026-10-19
Guidance Point Advisors, LLC
INCREASED
Shares8,874 from 8,849
Change+25 (+0%)
Value$996.2K (-$78.5K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares8,849 from 8,594
Change+255 (+3%)
Value$993.2K (-$50.3K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares8,605 from 8,486
Change+119 (+1%)
Value$965.8K (-$64.6K)
Filed 2026-10-13
DWR Wealth Management, LLC
INCREASED
Shares8,257 from 8,197
Change+60 (+1%)
Value$930.6K (-$60.1K)
Filed 2026-10-13
Stordahl Capital Management, Inc.
UNCHANGED
Shares8,176 from 8,176
Change0 (0%)
Value$917.7K (-$75.1K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares8,162
Change+8,162
Value$919
Filed 2026-11-03
Cordatus Wealth Management LLC
DECREASED
Shares7,924 from 8,042
Change-118 (-1%)
Value$889.4K (-$87.1K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares7,882 from 2,231
Change+5,651 (+253%)
Value$888.1K (+$618.2K)
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares7,882 from 11,027
Change-3,145 (-29%)
Value$884.7K (-$454.2K)
Filed 2026-11-05
Fairman Group, LLC
INCREASED
Shares7,858 from 7,831
Change+27 (+0%)
Value$882.0K (-$68.9K)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares7,807 from 7,807
Change0 (0%)
Value$876.3K (-$71.7K)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares7,681 from 9,471
Change-1,790 (-19%)
Value$862.1K (-$287.8K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares7,640 from 7,673
Change-33 (0%)
Value$857.5K (-$74.2K)
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares7,422 from 8,573
Change-1,151 (-13%)
Value$833.0K (-$211.1K)
Filed 2026-10-30
Sapient Capital LLC
INCREASED
Shares7,287 from 5,203
Change+2,084 (+40%)
Value$817.9K (+$186.1K)
Filed 2026-10-08
Lake Street Private Wealth, LLC
INCREASED
Shares7,185 from 7,183
Change+2 (+0%)
Value$806.5K (-$65.8K)
Filed 2026-10-22
Baker Boyer National Bank
UNCHANGED
Shares7,142 from 7,142
Change0 (0%)
Value$801.6K (-$65.6K)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
INCREASED
Shares7,087 from 6,579
Change+508 (+8%)
Value$795 (-$797.2K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares6,962 from 7,354
Change-392 (-5%)
Value$781.4K (-$111.6K)
Filed 2026-10-26
1834 Investment Advisors Co
UNCHANGED
Shares6,873 from 6,873
Change0 (0%)
Value$771.4K (-$63.1K)
Filed 2026-10-16
Savant Capital, LLC
DECREASED
Shares6,823 from 9,919
Change-3,096 (-31%)
Value$765.9K (-$343.2K)
Filed 2026-11-06
Retirement Systems of Alabama
DECREASED
Shares6,781 from 7,018
Change-237 (-3%)
Value$761.1K (-$91.0K)
Filed 2026-11-04
Keener Financial Planning LLC
INCREASED
Shares6,680 from 6,591
Change+89 (+1%)
Value$749.8K (-$50.2K)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares6,675 from 4,692
Change+1,983 (+42%)
Value$749.2K (+$179.5K)
Filed 2026-10-28
DB Fitzpatrick & Co, Inc
DECREASED
Shares6,654 from 7,194
Change-540 (-8%)
Value$746.8K (-$126.7K)
Filed 2026-10-19
Genesis Private Wealth, LLC
DECREASED
Shares6,651 from 6,745
Change-94 (-1%)
Value$746.5K (-$72.5K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares6,645 from 6,445
Change+200 (+3%)
Value$745.8K (-$36.7K)
Filed 2026-10-29
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares6,600 from 1,900
Change+4,700 (+247%)
Value$741 (-$230.3K)
Filed 2026-11-05
SkyOak Wealth, LLC
UNCHANGED
Shares6,596 from 6,596
Change0 (0%)
Value$740.4K (-$60.5K)
Filed 2026-10-28
Flagstar Securities, Inc
INCREASED
Shares6,582 from 6,405
Change+177 (+3%)
Value$738.8K (-$39.0K)
Filed 2026-10-15
Americana Partners, LLC
DECREASED
Shares6,424 from 6,927
Change-503 (-7%)
Value$721.1K (-$120.1K)
Filed 2026-10-28
GEM Asset Management, LLC
INCREASED
Shares6,341 from 6,304
Change+37 (+1%)
Value$711.8K (-$53.7K)
Filed 2026-10-13
Accredited Investor Services, LLC
UNCHANGED
Shares6,337 from 6,337
Change0 (0%)
Value$711.3K (-$58.2K)
Filed 2026-10-22
Emerald Advisors, LLC
DECREASED
Shares5,924 from 6,233
Change-309 (-5%)
Value$664.9K (-$91.9K)
Filed 2026-10-13
626 Financial, LLC
INCREASED
Shares5,900 from 5,653
Change+247 (+4%)
Value$662.2K (-$24.2K)
Filed 2026-11-04
Pines Wealth Management, LLC
DECREASED
Shares5,828 from 6,021
Change-193 (-3%)
Value$654.1K (-$76.9K)
Filed 2026-10-21
Level Four Advisory Services, LLC
INCREASED
Shares5,767 from 5,537
Change+230 (+4%)
Value$647.3K (-$25.0K)
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares5,733 from 5,714
Change+19 (+0%)
Value$643.5K (-$50.3K)
Filed 2026-11-04
Smart Wealth LLC
INCREASED
Shares5,718 from 4,254
Change+1,464 (+34%)
Value$641.7K (+$125.2K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares5,627 from 5,737
Change-110 (-2%)
Value$631.6K (-$65.0K)
Filed 2026-11-05
FWG Investments, Llc.
DECREASED
Shares5,595 from 7,259
Change-1,664 (-23%)
Value$627.9K (-$253.4K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares5,565 from 5,040
Change+525 (+10%)
Value$624.6K (+$12.6K)
Filed 2026-11-06
Acute Investment Advisory, LLC
DECREASED
Shares5,494 from 5,792
Change-298 (-5%)
Value$616.6K (-$86.6K)
Filed 2026-10-16
RKL Wealth Management LLC
INCREASED
Shares5,432 from 5,413
Change+19 (+0%)
Value$609.6K (-$47.6K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares5,421 from 6,248
Change-827 (-13%)
Value$594.2K (-$164.3K)
Filed 2026-10-15
FF Advisors,LLC
DECREASED
Shares5,342 from 6,047
Change-705 (-12%)
Value$599.6K (-$134.6K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED
Shares5,255 from 5,974
Change-719 (-12%)
Value$589.8K (-$135.5K)
Filed 2026-11-02
Trellis Wealth Advisors LLC
UNCHANGED
Shares5,071 from 5,071
Change0 (0%)
Value$569.2K (-$46.6K)
Filed 2026-10-19
Archer Investment Corp
UNCHANGED
Shares5,056 from 5,056
Change0 (0%)
Value$567.5K (-$46.4K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares5,050 from 4,825
Change+225 (+5%)
Value$566.8K (-$19.0K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
INCREASED
Shares5,043 from 4,989
Change+54 (+1%)
Value$566.0K (-$39.7K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares5,010 from 6,104
Change-1,094 (-18%)
Value$562.4K (-$178.7K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares5,004 from 5,072
Change-68 (-1%)
Value$561.6K (-$54.2K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED
Shares4,965 from 5,258
Change-293 (-6%)
Value$557.3K (-$81.2K)
Filed 2026-11-05
Avestar Capital, LLC
DECREASED
Shares4,938 from 10,831
Change-5,893 (-54%)
Value$554.2K (-$760.9K)
Filed 2026-10-28
W Advisors, LLC
UNCHANGED
Shares4,851 from 4,851
Change0 (0%)
Value$544.5K (-$44.5K)
Filed 2026-11-02
First Financial Corp
UNCHANGED
Shares4,808 from 4,808
Change0 (0%)
Value$539.7K (-$44.1K)
Filed 2026-10-13
Braun-Bostich & Associates Inc.
INCREASED
Shares4,783 from 4,779
Change+4 (+0%)
Value$536.8K (-$43.4K)
Filed 2026-10-20
Sage Mountain Advisors LLC
UNCHANGED
Shares4,722 from 4,722
Change0 (0%)
Value$530.0K (-$43.3K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares4,699 from 4,699
Change0 (0%)
Value$527.4K (-$43.1K)
Filed 2026-11-03
Shaker Financial Services, LLC
INCREASED
Shares4,688 from 3,140
Change+1,548 (+49%)
Value$526.2K (+$145.0K)
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares4,481 from 10,628
Change-6,147 (-58%)
Value$502.9K (-$787.5K)
Filed 2026-11-04
Washington Trust Co
INCREASED
Shares4,479 from 4,170
Change+309 (+7%)
Value$502.7K (-$3.6K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares4,441 from 4,452
Change-11 (0%)
Value$498.5K (-$42.1K)
Filed 2026-10-23
Waters Parkerson & Co., LLC
INCREASED
Shares4,395 from 2,275
Change+2,120 (+93%)
Value$493.3K (+$217.1K)
Filed 2026-11-04
Citizens National Bank Trust Department
NEW
Shares4,369
Change+4,369
Value$490.4K
Filed 2026-11-04
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares4,348 from 5,539
Change-1,191 (-21%)
Value$488.0K (-$184.5K)
Filed 2026-11-04
Heck Capital Advisors, LLC
DECREASED
Shares4,320 from 4,907
Change-587 (-12%)
Value$484.9K (-$110.9K)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares4,262 from 4,256
Change+6 (+0%)
Value$478.4K (-$38.4K)
Filed 2026-10-27
W.H. Cornerstone Investments Inc.
NEW
Shares4,249
Change+4,249
Value$476.9K
Filed 2026-11-03
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$474.2K (-$38.8K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares4,205 from 4,191
Change+14 (+0%)
Value$472.0K (-$37.0K)
Filed 2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,033 from 4,910
Change-877 (-18%)
Value$452.7K (-$143.5K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares3,978 from 4,609
Change-631 (-14%)
Value$446.5K (-$113.1K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,961 from 3,727
Change+234 (+6%)
Value$444.6K (-$7.9K)
Filed 2026-10-16
Sincerus Advisory, LLC
INCREASED
Shares3,893 from 3,302
Change+591 (+18%)
Value$436.9K (+$36.0K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,866 from 2,824
Change+1,042 (+37%)
Value$433.9K (+$91.0K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares3,850 from 3,662
Change+188 (+5%)
Value$431.6K (-$6.4K)
Filed 2026-10-09
Accurate Wealth Management, LLC
INCREASED
Shares3,801 from 3,403
Change+398 (+12%)
Value$424.9K (+$17.7K)
Filed 2026-10-20
Plimoth Trust Co LLC
INCREASED
Shares3,771 from 3,754
Change+17 (+0%)
Value$423.3K (-$32.6K)
Filed 2026-10-26
Black Diamond Financial, LLC
INCREASED
Shares3,765 from 3,736
Change+29 (+1%)
Value$422.6K (-$31.1K)
Filed 2026-10-26
Imc-Chicago, LLC
NEW
Shares3,627
Change+3,627
Value$407.1K
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares3,592 from 3,550
Change+42 (+1%)
Value$403.2K (-$21.8K)
Filed 2026-10-26
Davidson Trust Co
INCREASED
Shares3,539 from 3,530
Change+9 (+0%)
Value$397.3K (-$31.3K)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares3,511 from 3,577
Change-66 (-2%)
Value$394.1K (-$40.2K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares3,497 from 3,583
Change-86 (-2%)
Value$392.5K (-$40.9K)
Filed 2026-10-29
Valeo Financial Advisors, LLC
DECREASED
Shares3,493 from 3,513
Change-20 (-1%)
Value$392.1K (-$34.5K)
Filed 2026-10-08
Collective Family Office LLC
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$387.2K (-$31.7K)
Filed 2026-10-05
Investment Partners, Ltd.
INCREASED
Shares3,400 from 1,694
Change+1,706 (+101%)
Value$381.6K (+$175.9K)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares3,252 from 3,539
Change-287 (-8%)
Value$365.0K (-$64.7K)
Filed 2026-10-22
Factor Wealth Management LTD
INCREASED
Shares3,220 from 3,216
Change+4 (+0%)
Value$361.4K (-$29.0K)
Filed 2026-10-08
Titleist Asset Management, LLC
DECREASED
Shares3,207 from 3,232
Change-25 (-1%)
Value$360.0K (-$32.4K)
Filed 2026-10-08
Old Port Advisors
INCREASED
Shares3,197 from 3,189
Change+8 (+0%)
Value$358.9K (-$28.3K)
Filed 2026-10-23
FSA Wealth Partners, Inc.
INCREASED
Shares3,176 from 2,902
Change+274 (+9%)
Value$356.5K (+$4.1K)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares3,130 from 3,293
Change-163 (-5%)
Value$351.3K (-$48.6K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares3,103 from 2,800
Change+303 (+11%)
Value$348.2K (+$8.3K)
Filed 2026-10-13
Tranquility Partners, LLC
INCREASED
Shares3,050 from 3,048
Change+2 (+0%)
Value$342.3K (-$27.8K)
Filed 2026-10-20
Timonier Family Office, Ltd.
UNCHANGED
Shares3,048 from 3,048
Change0 (0%)
Value$342.1K (-$28.0K)
Filed 2026-11-03
Maseco LLP
DECREASED
Shares3,034 from 3,131
Change-97 (-3%)
Value$340.6K (-$39.6K)
Filed 2026-10-27
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$338.4K (-$27.7K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares3,009 from 3,610
Change-601 (-17%)
Value$337.8K (-$100.5K)
Filed 2026-10-23
Whipplewood Advisors, LLC
INCREASED
Shares3,004 from 2,847
Change+157 (+6%)
Value$337.2K (-$8.5K)
Filed 2026-10-20
ZWJ Investment Counsel Inc
INCREASED
Shares2,998 from 2,520
Change+478 (+19%)
Value$336.5K (+$30.5K)
Filed 2026-10-15
Financial Partners Group, Inc
INCREASED
Shares2,997 from 2,994
Change+3 (+0%)
Value$336.3K (-$27.2K)
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares2,982 from 2,866
Change+116 (+4%)
Value$334.7K (-$13.3K)
Filed 2026-11-05
Brown Financial Advisory
UNCHANGED
Shares2,947 from 2,947
Change0 (0%)
Value$330.8K (-$27.1K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares2,892 from 2,717
Change+175 (+6%)
Value$324.6K (-$5.3K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares2,869 from 3,375
Change-506 (-15%)
Value$322.0K (-$87.8K)
Filed 2026-11-02
Grantvest Financial Group LLC
DECREASED
Shares2,848 from 2,889
Change-41 (-1%)
Value$319.6K (-$31.1K)
Filed 2026-10-21
Traynor Capital Management, Inc.
DECREASED
Shares2,814 from 3,186
Change-372 (-12%)
Value$315.9K (-$70.9K)
Filed 2026-10-29
Meridian Wealth Management, LLC
DECREASED
Shares2,795 from 3,088
Change-293 (-9%)
Value$313.7K (-$61.3K)
Filed 2026-11-05
Carret Asset Management, LLC
DECREASED
Shares2,761 from 3,020
Change-259 (-9%)
Value$309.9K (-$56.8K)
Filed 2026-11-04
Keybank National Association
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$306.5K (-$25.1K)
Filed 2026-11-04
Gateway Investment Advisers LLC
UNCHANGED
Shares2,657 from 2,657
Change0 (0%)
Value$298.2K (-$24.4K)
Filed 2026-10-13
Spectrum Advisors, Inc.
DECREASED
Shares2,642 from 3,157
Change-515 (-16%)
Value$296.6K (-$86.8K)
Filed 2026-11-03
A&I Financial Services, LLC
DECREASED
Shares2,603 from 2,634
Change-31 (-1%)
Value$292.2K (-$27.7K)
Filed 2026-10-15
Unique Wealth, LLC
DECREASED
Shares2,590 from 2,798
Change-208 (-7%)
Value$290.7K (-$49.0K)
Filed 2026-10-16
Central Bank & Trust Co
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$290.7K (-$23.8K)
Filed 2026-10-09
Olistico Wealth, LLC
DECREASED
Shares2,581 from 2,598
Change-17 (-1%)
Value$289.7K (-$25.8K)
Filed 2026-10-05
Apollon Wealth Management, LLC
INCREASED
Shares2,573 from 2,365
Change+208 (+9%)
Value$288.8K (+$1.7K)
Filed 2026-10-23
Keudell ison Wealth Management
DECREASED
Shares2,559 from 2,606
Change-47 (-2%)
Value$287.2K (-$29.2K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares2,536 from 2,587
Change-51 (-2%)
Value$284.6K (-$29.5K)
Filed 2026-10-16
Decker Retirement Planning Inc.
DECREASED
Shares2,458 from 3,088
Change-630 (-20%)
Value$275.9K (-$99.0K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares2,427 from 1,697
Change+730 (+43%)
Value$272.4K (+$66.4K)
Filed 2026-11-03
Arcadia Wealth Management, LLC
DECREASED
Shares2,409 from 3,651
Change-1,242 (-34%)
Value$270.3K (-$173.0K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,409 from 1,666
Change+743 (+45%)
Value$270.3K (+$69.1K)
Filed 2026-10-13
Park Edge Advisors, LLC
NEW
Shares2,392
Change+2,392
Value$268.4K
Filed 2026-10-28
Visionary Horizons, LLC
DECREASED
Shares2,384 from 2,514
Change-130 (-5%)
Value$267.6K (-$37.7K)
Filed 2026-10-22
Regatta Capital Group, LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$266.6K (-$21.8K)
Filed 2026-10-23
Main Street Group, LTD
DECREASED
Shares2,333 from 2,343
Change-10 (0%)
Value$261.9K (-$22.6K)
Filed 2026-10-28
Baron Wealth Management LLC
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$261.1K (-$21.4K)
Filed 2026-10-27
Accredited Investors Inc.
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$261.1K (-$21.4K)
Filed 2026-11-03
Arsenal Capital Advisors LLC
UNCHANGED
Shares2,302 from 2,302
Change0 (0%)
Value$258.4K (-$21.1K)
Filed 2026-11-02
Advisor Resource Council
INCREASED
Shares2,283 from 2,115
Change+168 (+8%)
Value$261.2K (+$5.8K)
Filed 2026-11-05
Focus Financial Network, Inc.
NEW
Shares2,265
Change+2,265
Value$254.2K
Filed 2026-10-14
Csenge Advisory Group
DECREASED
Shares2,261 from 2,335
Change-74 (-3%)
Value$253.8K (-$29.8K)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$253.7K (-$20.7K)
Filed 2026-10-08
Compass Ion Advisors, LLC
NEW
Shares2,258
Change+2,258
Value$253.4K
Filed 2026-10-23
Sfam, LLC
INCREASED
Shares2,258 from 1,938
Change+320 (+17%)
Value$253.4K (+$18.1K)
Filed 2026-11-03
Centennial Advisors, LLC
DECREASED
Shares2,253 from 2,913
Change-660 (-23%)
Value$252.8K (-$100.9K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$251.8K (-$20.6K)
Filed 2026-10-27
ForthRight Wealth Management, LLC
INCREASED
Shares2,205 from 2,204
Change+1 (+0%)
Value$247.5K (-$20.2K)
Filed 2026-11-06
Power Wealth Management LLC
INCREASED
Shares2,137 from 2,110
Change+27 (+1%)
Value$239.9K (-$16.3K)
Filed 2026-10-27
Northside Capital Management, LLC
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$239.5K (-$19.6K)
Filed 2026-10-13
Ridgepath Capital Management LLC
UNCHANGED
Shares2,112 from 2,112
Change0 (0%)
Value$237.1K (-$19.4K)
Filed 2026-10-29
ASO Group Ltd
INCREASED
Shares2,095 from 2,066
Change+29 (+1%)
Value$235 (-$250.8K)
Filed 2026-11-05
Embree Financial Group
INCREASED
Shares2,081 from 2,079
Change+2 (+0%)
Value$233.6K (-$18.8K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,062 from 2,056
Change+6 (+0%)
Value$231.5K (-$18.2K)
Filed 2026-10-14
Allstreet Capital Advisors LLC
UNCHANGED
Shares2,039 from 2,039
Change0 (0%)
Value$228.9K (-$18.7K)
Filed 2026-11-04
Enclave Advisors LLC
INCREASED
Shares2,037 from 2,030
Change+7 (+0%)
Value$228.6K (-$17.8K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
NEW
Shares2,024
Change+2,024
Value$227.1K
Filed 2026-10-22
Hengehold Capital Management LLC
NEW
Shares2,021
Change+2,021
Value$226.9K
Filed 2026-10-16
Wealth Advisory Solutions, LLC
INCREASED
Shares2,018 from 2,017
Change+1 (+0%)
Value$226.5K (-$18.4K)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares2,003 from 1,854
Change+149 (+8%)
Value$224.9K (-$236)
Filed 2026-10-13
Rossmore Private Capital
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$224.5K (-$18.4K)
Filed 2026-10-27
Ellerson Group Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$226.0K (-$16.8K)
Filed 2026-11-04
Oceanside Advisors LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$224.5K (-$18.4K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
NEW
Shares1,993
Change+1,993
Value$223.7K
Filed 2026-10-30
Dutch Asset Corp
DECREASED
Shares1,990 from 3,250
Change-1,260 (-39%)
Value$223.4K (-$171.3K)
Filed 2026-10-20
Y.D. More Investments Ltd
INCREASED
Shares1,977 from 1,900
Change+77 (+4%)
Value$221.9K (-$8.8K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares1,967 from 1,902
Change+65 (+3%)
Value$220.8K (-$10.2K)
Filed 2026-11-03
ProCore Advisors, LLC
NEW
Shares1,964
Change+1,964
Value$220.4K
Filed 2026-10-14
Inman Jager Wealth Management, LLC
DECREASED
Shares1,962 from 2,221
Change-259 (-12%)
Value$220.2K (-$49.5K)
Filed 2026-11-05
Financial Guidance Group, Inc.
DECREASED
Shares1,956 from 2,039
Change-83 (-4%)
Value$219.5K (-$28.0K)
Filed 2026-10-21
Simplex Trading, LLC
INCREASED
Shares1,915 from 908
Change+1,007 (+111%)
Value$214.9K (+$104.7K)
Filed 2026-11-04
Facet Wealth, Inc.
DECREASED
Shares1,913 from 1,947
Change-34 (-2%)
Value$214.7K (-$21.7K)
Filed 2026-11-04
Breakwater Capital Group
INCREASED
Shares1,875 from 1,778
Change+97 (+5%)
Value$210.4K (-$5.5K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
NEW
Shares1,826
Change+1,826
Value$203.4K
Filed 2026-10-27
Ritholtz Wealth Management
INCREASED
Shares1,818 from 1,701
Change+117 (+7%)
Value$204.1K (-$2.5K)
Filed 2026-11-05
Edge Wealth Management LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$202.8K (-$15.8K)
Filed 2026-10-13
Base Wealth Management LLC
INCREASED
Shares1,790 from 1,785
Change+5 (+0%)
Value$200.9K (-$15.8K)
Filed 2026-10-21
Waldron Private Wealth LLC
NEW
Shares1,788
Change+1,788
Value$200.7K
Filed 2026-11-02
SigFig Wealth Management, LLC
NEW
Shares1,785
Change+1,785
Value$200.4K
Filed 2026-10-07
Root Financial Partners, LLC
DECREASED
Shares1,722 from 1,822
Change-100 (-5%)
Value$193.2K (-$27.9K)
Filed 2026-10-21
Manchester Capital Management LLC
DECREASED
Shares1,675 from 1,755
Change-80 (-5%)
Value$188.0K (-$25.1K)
Filed 2026-10-22
Madden Securities Corp
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$185.2K (-$15.1K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares1,568 from 920
Change+648 (+70%)
Value$176.7K (+$65.4K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares1,557 from 10,667
Change-9,110 (-85%)
Value$174.8K (-$1.1M)
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$171.3K (-$14.0K)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares1,402 from 6,142
Change-4,740 (-77%)
Value$157.4K (-$588.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares1,364 from 1,331
Change+33 (+2%)
Value$153.1K (-$8.5K)
Filed 2026-11-04
Acima Private Wealth, LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$137.5K (-$11.2K)
Filed 2026-10-05
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$116.5K (-$9.5K)
Filed 2026-10-19
Networth Advisors, LLC
DECREASED
Shares1,011 from 1,304
Change-293 (-22%)
Value$113.4K (-$44.9K)
Filed 2026-11-03
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$112.2K (-$9.2K)
Filed 2026-11-03
NBT Bank, N.A.
INCREASED
Shares998 from 996
Change+2 (+0%)
Value$112.0K (-$8.9K)
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$110.2K (-$9.0K)
Filed 2026-10-14
United Community Bank
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$107.3K (-$8.8K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
DECREASED
Shares951 from 957
Change-6 (-1%)
Value$106.7K (-$9.5K)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares891 from 1,004
Change-113 (-11%)
Value$100.0K (-$21.9K)
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$93.5K (-$7.6K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares795 from 557
Change+238 (+43%)
Value$89.2K (+$21.6K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares781 from 287
Change+494 (+172%)
Value$88.8K (+$54.3K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$86.9K (-$7.1K)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$85.4K (-$7.0K)
Filed 2026-10-08
Adirondack Trust Co
DECREASED
Shares734 from 749
Change-15 (-2%)
Value$82.4K (-$8.6K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$80.8K (-$6.6K)
Filed 2026-10-22
Oakworth Capital, Inc.
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$80.6K (-$6.3K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
DECREASED
Shares704 from 839
Change-135 (-16%)
Value$79.0K (-$22.9K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$78.5K (-$6.4K)
Filed 2026-10-07
Comprehensive Financial Planning, Inc.
INCREASED
Shares691 from 689
Change+2 (+0%)
Value$77.6K (-$6.1K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$72.3K (-$5.9K)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares621 from 718
Change-97 (-14%)
Value$69.7K (-$17.5K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
INCREASED
Shares601 from 599
Change+2 (+0%)
Value$67.5K (-$5.3K)
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares574 from 745
Change-171 (-23%)
Value$64.4K (-$26.0K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares548
Change+548
Value$61.5K
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$58.0K (-$4.7K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$54 (-$5)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares471
Change+471
Value$52.9K
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares470 from 469
Change+1 (+0%)
Value$52.7K (-$4.3K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares460 from 458
Change+2 (+0%)
Value$51.7K (-$4.0K)
Filed 2026-10-26
Signature Equity Partners, LLC
DECREASED
Shares449 from 487
Change-38 (-8%)
Value$50.4K (-$8.7K)
Filed 2026-10-29
Hanson & Doremus Investment Management
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$43 (-$47.0K)
Filed 2026-10-16
Proathlete Wealth Management LLC
DECREASED
Shares373 from 458
Change-85 (-19%)
Value$41.9K (-$13.7K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED
Shares367 from 7
Change+360 (+5143%)
Value$41.2K (+$40.3K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares361 from 396
Change-35 (-9%)
Value$40.5K (-$7.6K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$38.5K (-$3.1K)
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares340
Change+340
Value$38.2K
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$34.7K (-$2.8K)
Filed 2026-10-07
Rosenberg Matthew Hamilton
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$34.0K (-$2.8K)
Filed 2026-10-05
Birch Financial Group, LLC
NEW
Shares275
Change+275
Value$30.9K
Filed 2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$26.2K (-$2.1K)
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$25.3K (-$2.1K)
Filed 2026-10-02
UMB Private Wealth Management, LLC
NEW
Shares216
Change+216
Value$24.2K
Filed 2026-10-19
Country Trust Bank
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$20.7K (-$1.7K)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$19.6K (-$1.6K)
Filed 2026-10-30
Tsfg, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$19 (-$1)
Filed 2026-10-23
Biltmore Family Office, LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$17.8K (-$1.5K)
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$17.5K (-$1.4K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares153 from 121
Change+32 (+26%)
Value$17.2K (+$2.6K)
Filed 2026-10-27
United Financial Planning Group LLC
NEW
Shares149
Change+149
Value$16.7K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$16.6K (-$1.4K)
Filed 2026-10-23
Clearstead Trust, LLC
INCREASED
Shares140 from 23
Change+117 (+509%)
Value$15.7K (+$12.9K)
Filed 2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$14.4K (-$1.2K)
Filed 2026-10-22
Planning Strategies Inc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$14.4K (-$1.2K)
Filed 2026-10-02
First Horizon Corp
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$13.9K (-$1.1K)
Filed 2026-10-26
Redwood Park Advisors LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$13.4K (-$1.0K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$12.7K (-$1.0K)
Filed 2026-11-03
Covestor Ltd
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$12 (-$1)
Filed 2026-10-30
First Command Advisory Services, Inc.
NEW
Shares100
Change+100
Value$11.2K
Filed 2026-11-05
Horizon Financial Services, LLC
NEW
Shares93
Change+93
Value$10.4K
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares89 from 589
Change-500 (-85%)
Value$10.0K (-$61.5K)
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$9.5K (-$781)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$9 ($0)
Filed 2026-10-14
Vima LLC
DECREASED
Shares77 from 115
Change-38 (-33%)
Value$8.6K (-$5.3K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares75 from 193
Change-118 (-61%)
Value$8.4K (-$15.0K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$8.4K (-$689)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$8.1K (-$661)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$7.5K (-$615)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
NEW
Shares58
Change+58
Value$6.5K
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.1K (-$476)
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$5.9K (-$486)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares52
Change+52
Value$5.8K
Filed 2026-10-27
SRH Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.6K (-$459)
Filed 2026-10-22
Rydar Equities, Inc.
NEW
Shares49
Change+49
Value$5.5K
Filed 2026-10-13
Duncker Streett & Co Inc
INCREASED
Shares44 from 35
Change+9 (+26%)
Value$4.9K (+$691)
Filed 2026-10-27
Nfsg Corp
DECREASED
Shares41 from 66
Change-25 (-38%)
Value$4.6K (-$3.4K)
Filed 2026-10-15
Ulland Investment Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4 (-$1)
Filed 2026-10-13
Rossby Financial, LCC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$4.3K (-$349)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.0K (-$330)
Filed 2026-11-04
High Note Wealth, LLC
NEW
Shares30
Change+30
Value$3.4K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
NEW
Shares30
Change+30
Value$3.4K
Filed 2026-10-05
Wolff Wiese Magana LLC
DECREASED
Shares30 from 64
Change-34 (-53%)
Value$3.4K (-$4.4K)
Filed 2026-10-15
Trust Co of Vermont
NEW
Shares29
Change+29
Value$3.3K
Filed 2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.8K (-$230)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares22 from 17
Change+5 (+29%)
Value$2.5K (+$405)
Filed 2026-11-02
Center for Financial Planning, Inc.
NEW
Shares21
Change+21
Value$2.4K
Filed 2026-10-26
WPG Advisers, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.2K (-$183)
Filed 2026-10-27
Wilkerson Advisory Group LLC
NEW
Shares17
Change+17
Value$1.9K
Filed 2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.8K (-$147)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.8K (-$141)
Filed 2026-10-13
CX Institutional
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2 ($0)
Filed 2026-10-02
Private Wealth Management Group, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.7K (-$138)
Filed 2026-10-19
Central Pacific Bank - Trust Division
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (-$110)
Filed 2026-10-06
Provenance Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$786
Filed 2026-10-30
RHL Group, LLC
NEW
Shares7
Change+7
Value$786
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$674 (-$55)
Filed 2026-10-28
Woodard & Co Asset Management Group Inc
DECREASED
Shares4 from 118
Change-114 (-97%)
Value$449 (-$13.9K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$340 (-$27)
Filed 2026-10-26
Tradewinds Capital Management, LLC
DECREASED
Shares1 from 42
Change-41 (-98%)
Value$113 (-$5.0K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
NEW
Shares0
Change0
Value$36
Filed 2026-10-13
Encompass More Asset Management
CLOSED
Shares0 from 88,061
Change-88,061 (-100%)
Value$0 (-$10.7M)
Filed 2026-10-16
Myriad Asset Management Advisors LLC
CLOSED
Shares0 from 87,623
Change-87,623 (-100%)
Value$0 (-$10.6M)
Filed 2026-11-03
Fortis Group Advisors, LLC
CLOSED
Shares0 from 34,844
Change-34,844 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-06
Optima Capital LLC
CLOSED
Shares0 from 26,056
Change-26,056 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-29
Sunesis Advisors, LLC
CLOSED
Shares0 from 16,182
Change-16,182 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-26
Myriad Asset Management US LP
CLOSED
Shares0 from 14,610
Change-14,610 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Meitav Investment House LTD
CLOSED
Shares0 from 12,435
Change-12,435 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 6,417
Change-6,417 (-100%)
Value$0 (-$779.1K)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 6,166
Change-6,166 (-100%)
Value$0 (-$748.6K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
CLOSED
Shares0 from 5,243
Change-5,243 (-100%)
Value$0 (-$623.3K)
Filed 2026-11-02
Mycio Wealth Partners, LLC
CLOSED
Shares0 from 3,484
Change-3,484 (-100%)
Value$0 (-$423.0K)
Filed 2026-11-04
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 3,094
Change-3,094 (-100%)
Value$0 (-$375.6K)
Filed 2026-11-04
Corepath Wealth Partners LLC
CLOSED
Shares0 from 2,876
Change-2,876 (-100%)
Value$0 (-$341.2K)
Filed 2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
CLOSED
Shares0 from 2,671
Change-2,671 (-100%)
Value$0 (-$324.0K)
Filed 2026-10-26
Sentry LLC
CLOSED
Shares0 from 2,132
Change-2,132 (-100%)
Value$0 (-$258.9K)
Filed 2026-10-30
Baker Avenue Asset Management, LP
CLOSED
Shares0 from 1,774
Change-1,774 (-100%)
Value$0 (-$215.4K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-13
McClarren Financial Advisors, Inc.
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-15
Schaper Benz & Wise Investment Counsel Inc
CLOSED
Shares0 from 1,693
Change-1,693 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 1,691
Change-1,691 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-27
Hoge Financial Services, LLC
CLOSED
Shares0 from 1,666
Change-1,666 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,365
Change-1,365 (-100%)
Value$0 (-$165.7K)
Filed 2026-10-14
Midway Capital Research & Management
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$53.4K)
Filed 2026-10-20
Global Trust Asset Management, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$42.5K)
Filed 2026-10-19
Register Financial Advisors LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-23
Financial Management Professionals, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-23
SYM Financial Corp
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-15
Sunrise Financial Services, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-21
Bank of America Corp
N/A
Shares— from 24,964,224
Change-24,964,224 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,062,676
Change-13,062,676 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,955,617
Change-8,955,617 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,076,388
Change-4,076,388 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,612,932
Change-3,612,932 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,947,269
Change-2,947,269 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,849,165
Change-2,849,165 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,269,264
Change-2,269,264 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,922,657
Change-1,922,657 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,861,145
Change-1,861,145 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,803,053
Change-1,803,053 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,226,242
Change-1,226,242 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 862,639
Change-862,639 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 774,422
Change-774,422 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 740,209
Change-740,209 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 627,845
Change-627,845 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 566,229
Change-566,229 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 420,000
Change-420,000 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 415,648
Change-415,648 (-100%)
Value—
Texas Treasury Safekeeping Trust Co
N/A
Shares— from 356,474
Change-356,474 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 310,408
Change-310,408 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 302,916
Change-302,916 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 294,285
Change-294,285 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 289,507
Change-289,507 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 275,322
Change-275,322 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 255,238
Change-255,238 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 223,431
Change-223,431 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 212,943
Change-212,943 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 199,997
Change-199,997 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 192,676
Change-192,676 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 184,661
Change-184,661 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 165,262
Change-165,262 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 165,195
Change-165,195 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 156,705
Change-156,705 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 155,114
Change-155,114 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 152,902
Change-152,902 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 149,225
Change-149,225 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 143,888
Change-143,888 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 131,213
Change-131,213 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 123,634
Change-123,634 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 121,911
Change-121,911 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 121,344
Change-121,344 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 116,435
Change-116,435 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 113,442
Change-113,442 (-100%)
Value—
Fairfield University
N/A
Shares— from 105,913
Change-105,913 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 104,587
Change-104,587 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 100,163
Change-100,163 (-100%)
Value—
Commerce Bank
N/A
Shares— from 93,742
Change-93,742 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 93,417
Change-93,417 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 93,231
Change-93,231 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 90,853
Change-90,853 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 88,369
Change-88,369 (-100%)
Value—
Blair William & Co
N/A
Shares— from 86,277
Change-86,277 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 82,917
Change-82,917 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 81,562
Change-81,562 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 80,591
Change-80,591 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 80,454
Change-80,454 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 74,418
Change-74,418 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 68,341
Change-68,341 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 65,617
Change-65,617 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 63,206
Change-63,206 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 55,465
Change-55,465 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 53,885
Change-53,885 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 52,193
Change-52,193 (-100%)
Value—
FMR LLC
N/A
Shares— from 51,361
Change-51,361 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 51,108
Change-51,108 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 48,931
Change-48,931 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 48,346
Change-48,346 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 47,741
Change-47,741 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 47,476
Change-47,476 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 46,442
Change-46,442 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 44,922
Change-44,922 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 44,549
Change-44,549 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,824
Change-43,824 (-100%)
Value—
&partners
N/A
Shares— from 42,944
Change-42,944 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 41,334
Change-41,334 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 41,043
Change-41,043 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,687
Change-39,687 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 39,633
Change-39,633 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 38,052
Change-38,052 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 36,549
Change-36,549 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 36,317
Change-36,317 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 36,316
Change-36,316 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 36,122
Change-36,122 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,427
Change-35,427 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 33,327
Change-33,327 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 31,447
Change-31,447 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 31,311
Change-31,311 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 31,222
Change-31,222 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 31,176
Change-31,176 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 31,138
Change-31,138 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 31,007
Change-31,007 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 30,270
Change-30,270 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,836
Change-29,836 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 29,745
Change-29,745 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 27,738
Change-27,738 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 27,616
Change-27,616 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 27,240
Change-27,240 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 25,902
Change-25,902 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 25,613
Change-25,613 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 25,192
Change-25,192 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 24,973
Change-24,973 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 24,578
Change-24,578 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 24,073
Change-24,073 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 23,759
Change-23,759 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 23,082
Change-23,082 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 22,614
Change-22,614 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,472
Change-22,472 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 21,876
Change-21,876 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 21,649
Change-21,649 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 21,218
Change-21,218 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,845
Change-19,845 (-100%)
Value—
Stephens Inc
N/A
Shares— from 19,804
Change-19,804 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,952
Change-18,952 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 18,590
Change-18,590 (-100%)
Value—
EQ LLC
N/A
Shares— from 17,679
Change-17,679 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 16,613
Change-16,613 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 16,506
Change-16,506 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 15,960
Change-15,960 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15,836
Change-15,836 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,468
Change-15,468 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 15,461
Change-15,461 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 15,385
Change-15,385 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 15,347
Change-15,347 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 15,208
Change-15,208 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 15,085
Change-15,085 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,698
Change-14,698 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 14,540
Change-14,540 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,896
Change-13,896 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 13,684
Change-13,684 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 13,175
Change-13,175 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 13,058
Change-13,058 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 11,598
Change-11,598 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 9,762
Change-9,762 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,527
Change-9,527 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 9,388
Change-9,388 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,047
Change-9,047 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,471
Change-8,471 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 7,401
Change-7,401 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,390
Change-7,390 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,018
Change-7,018 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,353
Change-6,353 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 658
Change-658 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 591
Change-591 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 586
Change-586 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 580
Change-580 (-100%)
Value—
EFG International AG
N/A
Shares— from 564
Change-564 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 483
Change-483 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 439
Change-439 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
10Elms LLP
N/A
Shares— from 400
Change-400 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 181
Change-181 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 168
Change-168 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 141
Change-141 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 135
Change-135 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 91
Change-91 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 89
Change-89 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 85
Change-85 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 57
Change-57 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 48
Change-48 (-100%)
Value—
Motco
N/A
Shares— from 47
Change-47 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 3
Change-3 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Neos Investment Management LLC
INCREASED11,258,1778,513,553+2,744,624+32%$1.0B$1.3B+$229.9M2026-11-04
US Bancorp \de\
INCREASED6,166,1945,896,669+269,525+5%$716.0M$692.1M-$23.9M2026-11-05
Exchange Traded Concepts, LLC
INCREASED1,591,4091,480,354+111,055+8%$179.7M$178.6M-$1.1M2026-10-28
Truist Financial Corp
DECREASED1,044,6381,132,212-87,574-8%$137.5M$117.3M-$20.2M2026-10-30
AMG National Trust Bank
INCREASED703,276628,901+74,375+12%$76.4M$78.9M+$2.6M2026-11-05
Henshaw Capital LLC
UNCHANGED582,050582,05000%$70.7M$65.3M-$5.3M2026-11-03
Fort Washington Investment Advisors Inc
DECREASED363,251387,207-23,956-6%$47.0M$40.8M-$6.2M2026-10-15
Wesbanco Bank Inc
DECREASED343,953352,082-8,129-2%$42.7M$38.6M-$4.1M2026-11-04
Barclays PLC
NEW288,643—+288,643——$32.4M—2026-11-06
Moody National Bank Trust Division
DECREASED259,605260,175-5700%$31.6M$29.1M-$2.5M2026-10-06
Lido Advisors, LLC
DECREASED221,029234,831-13,802-6%$28.5M$24.8M-$3.7M2026-11-04
First Citizens Bank & Trust Co
DECREASED210,733261,877-51,144-20%$31.8M$23.7M-$8.1M2026-10-14
RED Cedar Investment Management, LLC
INCREASED206,655206,297+358+0%$25.0M$23.2M-$1.9M2026-11-04
S. R. Schill & Associates
INCREASED204,551168,515+36,036+21%$20.5M$23.0M+$2.5M2026-10-20
Fusion Capital, LLC
INCREASED143,538142,253+1,285+1%$17.3M$16.1M-$1.2M2026-10-28
Commonwealth Equity Services, LLC
DECREASED140,950144,231-3,281-2%$17.5M$15.8M-$1.7M2026-11-02
Central Valley Advisors, LLC
INCREASED138,333136,486+1,847+1%$16.6M$15.5M-$1.0M2026-10-27
Cadent Capital Advisors, LLC
DECREASED135,781146,404-10,623-7%$17.8M$15.2M-$2.5M2026-10-09
PNC Financial Services Group, Inc.
DECREASED128,421130,473-2,052-2%$15.8M$14.4M-$1.4M2026-11-06
LVW Advisors, LLC
DECREASED119,924120,557-633-1%$14.6M$13.5M-$1.2M2026-10-19
SVB Wealth LLC
DECREASED108,393132,310-23,917-18%$16.1M$12.2M-$3.9M2026-11-06
Financial & Tax Architects, LLC
INCREASED106,65678,760+27,896+35%$9.6M$12.0M+$2.4M2026-10-15
Lodestar Private Asset Management LLC
DECREASED103,737113,415-9,678-9%$13.8M$11.6M-$2.1M2026-10-26
Thrivent Financial for Lutherans
INCREASED101,46895,398+6,070+6%$11.6M$11.4K-$11.6M2026-11-05
1900 Wealth Management LLC
INCREASED101,45884,487+16,971+20%$10.3M$11.4M+$1.1M2026-10-13
Vise Technologies, Inc.
INCREASED101,14999,914+1,235+1%$12.1M$11.4M-$778.6K2026-10-29
Lockheed Martin Investment Management Co
UNCHANGED100,000100,00000%$12.1M$11.2M-$918.0K2026-11-04
Creative Planning
INCREASED99,98991,496+8,493+9%$11.1M$11.2M+$113.3K2026-11-02
Choreo, LLC
INCREASED85,23478,873+6,361+8%$9.6M$9.6M-$10.1K2026-10-28
Heritage Investment Group, Inc.
DECREASED84,00684,809-803-1%$10.3M$9.4M-$868.7K2026-11-03
Fifth Third Bancorp
DECREASED82,63894,141-11,503-12%$11.4M$9.3M-$2.2M2026-11-05
Farther Finance Advisors, LLC
INCREASED76,98375,312+1,671+2%$9.1M$8.6M-$503.9K2026-10-08
Sumitomo Mitsui Trust Group, Inc.
INCREASED75,08066,140+8,940+14%$8.0M$8.4M+$396.3K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED73,04468,875+4,169+6%$8.4M$8.2K-$8.4M2026-11-02
Kingdom Financial Group Llc.
DECREASED70,20577,417-7,212-9%$9.4M$7.9M-$1.5M2026-11-04
Kestra Advisory Services, LLC
INCREASED69,12568,089+1,036+2%$8.3M$7.8M-$508.8K2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED61,47161,528-570%$7.5M$6.9M-$571.3K2026-11-05
Prudent Man Advisors, LLC
UNCHANGED60,74160,74100%$7.4M$6.8M-$557.6K2026-11-03
St. Louis Trust Co
UNCHANGED59,20559,20500%$4.5M$6.6M+$2.1M2026-11-03
LJI Wealth Management, LLC
DECREASED59,17059,328-1580%$7.2M$6.6M-$562.4K2026-10-28
Brooklyn FI, LLC
DECREASED55,57860,947-5,369-9%$7.2M$6.4M-$864.2K2026-11-05
Brookstone Capital Management
INCREASED54,68051,970+2,710+5%$6.3M$6.1M-$172.9K2026-10-22
LifeWealth Investments, LLC
DECREASED53,49060,828-7,338-12%$7.4M$6.0M-$1.4M2026-10-21
Summit Financial Consulting LLC
DECREASED51,32768,479-17,152-25%$8.3M$5.8M-$2.6M2026-10-15
First Citizens Asset Management, Inc.
DECREASED49,29471,124-21,830-31%$8.6M$5.5M-$3.1M2026-11-06
D.A. Davidson & Co.
DECREASED49,09249,158-660%$6.0M$5.5M-$458.8K2026-10-28
Atria Investments, Inc
INCREASED48,79240,919+7,873+19%$5.0M$5.5M+$508.1K2026-10-15
Bank of New York Mellon Corp
INCREASED47,92647,658+268+1%$5.8M$5.4M-$407.4K2026-11-05
River's Edge Wealth Management, LLC
INCREASED47,72345,900+1,823+4%$5.5M$5.2M-$275.0K2026-10-19
New York Life Investment Management LLC
UNCHANGED46,92446,92400%$5.7M$5.3M-$430.8K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED46,20245,115+1,087+2%$5.4M$5.2M-$217.8K2026-10-13
Cullen T Bankers, Inc.
DECREASED46,12354,546-8,423-15%$6.6M$5.2M-$1.4M2026-10-28
Howard Bailey Securities, LLC
DECREASED42,73149,308-6,577-13%$6.0M$4.8M-$1.2M2026-10-27
Fire Capital Management LLC
INCREASED42,58538,416+4,169+11%$4.7M$4.8M+$115.3K2026-10-27
Brucke Financial, Inc.
INCREASED42,23040,252+1,978+5%$4.9M$4.7M-$147.5K2026-10-23
Sound Financial Strategies Group, LLC
NEW40,854—+40,854——$4.6M—2026-10-30
Koshinski Asset Management, Inc.
DECREASED40,73440,852-1180%$5.0M$4.6M-$388.3K2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED38,96640,172-1,206-3%$4.9M$4.4M-$504.2K2026-10-27
Good Steward Wealth Advisors,LLC
INCREASED37,32734,254+3,073+9%$4.2M$4.2M+$30.5K2026-11-06
Citizens Financial Group Inc
INCREASED36,64732,630+4,017+12%$4.0M$4.1M+$151.3K2026-10-23
XML Financial, LLC
INCREASED33,99933,834+165+0%$4.1M$3.8M-$292.1K2026-10-29
Global Financial Private Client, LLC
DECREASED33,57933,637-580%$4.1M$3.8M-$315.3K2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED33,50027,300+6,200+23%$3.3M$3.8M+$445.3K2026-11-03
Curtis Advisory Group, LLC
INCREASED33,30232,853+449+1%$4.0M$3.7M-$251.2K2026-10-28
Vilga Financial Planning LLC
INCREASED32,47028,049+4,421+16%$3.4M$3.6M+$238.7K2026-10-09
Park Avenue Securities LLC
DECREASED31,46432,857-1,393-4%$4.0M$3.5K-$4.0M2026-10-26
Key Capital Management, Inc
INCREASED30,60529,615+990+3%$3.6M$3.4M-$160.7K2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED30,59230,358+234+1%$3.7M$3.4M-$252.4K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED30,28228,465+1,817+6%$3.5M$3.4M-$57.3K2026-10-16
PKS Advisory Services, LLC
UNCHANGED29,19529,19500%$3.5M$3.5M$02026-10-26
Simplicity Wealth,LLC
DECREASED29,03830,074-1,036-3%$3.7M$3.3M-$392.4K2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED28,41127,278+1,133+4%$3.3M$3.2M-$123.3K2026-10-19
Montgomery Financial Services LLC
DECREASED28,34431,767-3,423-11%$3.9M$3.2M-$675.8K2026-11-03
Fifth Third Securities, Inc.
INCREASED26,55023,124+3,426+15%$2.8M$3.0M+$172.3K2026-10-21
SoundView Advisors Inc.
DECREASED26,48226,536-540%$3.2M$3.0K-$3.2M2026-11-04
King Luther Capital Management Corp
UNCHANGED25,78025,78000%$3.1M$2.9M-$236.7K2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED25,09825,736-638-2%$3.1M$2.8M-$307.9K2026-10-27
Foster Group, Inc.
DECREASED24,94026,630-1,690-6%$3.2M$2.8M-$434.2K2026-10-13
Ticino Wealth
INCREASED24,57223,802+770+3%$2.9M$2.8M-$132.1K2026-10-13
Summit Global Investments
INCREASED24,41214,480+9,932+69%$1.8M$2.7K-$1.8M2026-10-28
MGO One Seven LLC
INCREASED24,41223,177+1,235+5%$2.8M$2.7M-$74.1K2026-10-28
Wernau Asset Management Inc.
INCREASED23,92223,800+122+1%$2.9M$2.7M-$204.8K2026-10-19
Allegiance Financial Group Advisory Services LLC
DECREASED22,07322,868-795-3%$2.8M$2.5M-$299.2K2026-11-02
180 Wealth Advisors, LLC
DECREASED21,50721,623-116-1%$2.6M$2.4M-$211.6K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED19,86120,285-424-2%$2.5M$2.2M-$233.8K2026-10-21
Wakefield Asset Management Lllp
DECREASED19,54020,717-1,177-6%$2.5M$2.2M-$322.3K2026-11-05
Venture Visionary Partners LLC
DECREASED19,29320,046-753-4%$2.4M$2.2M-$268.6K2026-10-07
Principal Financial Group Inc
DECREASED19,24521,027-1,782-8%$2.6M$2.2M-$393.0K2026-11-02
Vision Capital Management, Inc.
DECREASED19,12619,566-440-2%$2.4M$2.1M-$229.0K2026-10-20
Rainier Family Wealth Inc
INCREASED18,77917,224+1,555+9%$2.1M$2.1M+$16.5K2026-11-02
Fischer Financial Services, Inc.
INCREASED18,56714,716+3,851+26%$1.8M$2.1M+$297.2K2026-10-30
PFW Advisors LLC
DECREASED18,46219,183-721-4%$2.3M$2.1M-$257.0K2026-10-07
Parr Mcknight Wealth Management Group, LLC
INCREASED18,45015,824+2,626+17%$1.9M$2.1M+$149.4K2026-10-30
Yelin Lapidot Holdings Management Ltd.
DECREASED18,20518,850-645-3%$2.3M$2.0M-$245.4K2026-10-26
Arlington Trust Co LLC
UNCHANGED17,74917,74900%$2.2M$2.0M-$162.9K2026-10-20
Southland Equity Partners LLC
INCREASED17,70817,213+495+3%$2.1M$2.0M-$102.5K2026-10-14
Gainplan LLC
INCREASED17,57215,441+2,131+14%$1.9M$2.0M+$97.4K2026-10-09
Arbor Investment Advisors, LLC
INCREASED17,51017,501+9+0%$2.1M$2.0M-$159.7K2026-10-26
First Hawaiian Bank
UNCHANGED17,43817,43800%$2.1M$2.0M-$160.1K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED17,38931,251-13,862-44%$3.8M$2.0M-$1.8M2026-11-06
Absolute Capital Management, LLC
DECREASED17,37833,967-16,589-49%$4.1M$2.0M-$2.2M2026-10-16
Novem Group
DECREASED17,27918,659-1,380-7%$2.3M$1.9M-$326.2K2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED16,28120,329-4,048-20%$2.5M$1.8M-$641.0K2026-10-16
Verus Capital Partners, LLC
INCREASED15,09014,166+924+7%$1.7M$1.7M-$26.4K2026-11-03
Aspiriant, LLC
INCREASED14,5816,041+8,540+141%$733.5K$1.6M+$903.1K2026-10-16
Perigon Wealth Management, LLC
DECREASED14,52114,944-423-3%$1.8M$1.6M-$184.8K2026-10-22
WestHill Financial Advisors, Inc.
DECREASED14,44214,768-326-2%$1.8M$1.6M-$172.2K2026-10-14
Assetmark, Inc
INCREASED14,2154,430+9,785+221%$537.9K$1.6M+$1.1M2026-10-21
Ascentis Wealth Management, LLC
INCREASED14,1368,683+5,453+63%$1.1M$1.6M+$532.3K2026-11-03
BIP Wealth, LLC
DECREASED13,74913,796-470%$1.7M$1.5M-$131.9K2026-10-22
Prospera Financial Services Inc
DECREASED13,65713,766-109-1%$1.7M$1.5M-$130.5K2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED13,35913,324+35+0%$1.6M$1.5M-$118.3K2026-10-16
Evolution Wealth Advisors, LLC
DECREASED12,61512,744-129-1%$1.5M$1.4M-$131.5K2026-11-03
Ascentis Independent Advisors
NEW12,072—+12,072——$1.4M—2026-11-03
First Heartland Consultants, Inc.
DECREASED11,87512,878-1,003-8%$1.6M$1.3M-$230.8K2026-10-08
Parkside Financial Bank & Trust
INCREASED11,49610,586+910+9%$1.3M$1.3M+$5.0K2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED11,37511,814-439-4%$1.4M$1.3M-$157.7K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED11,33110,881+450+4%$1.3M$1.3M-$49.4K2026-11-04
Tennessee Valley Asset Management Partners
INCREASED11,25810,998+260+2%$1.3M$1.3M-$71.8K2026-11-03
Wedbush Securities Inc
INCREASED11,1219,591+1,530+16%$1.2M$1.2K-$1.2M2026-10-22
Legacy Advisors, LLC
UNCHANGED11,06711,06700%$1.3M$1.2M-$101.6K2026-10-19
Old National Bancorp
DECREASED10,99711,433-436-4%$1.4M$1.2M-$153.9K2026-10-20
Lpwm LLC
INCREASED10,81610,326+490+5%$1.3M$1.2M-$39.8K2026-10-20
Oppenheimer & Co Inc
INCREASED10,6609,571+1,089+11%$1.2M$1.2M+$34.4K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED10,58910,519+70+1%$1.3M$1.2M-$88.7K2026-11-03
Axxcess Wealth Management, LLC
INCREASED10,3031,981+8,322+420%$240.5K$1.2M+$915.9K2026-10-21
Navigate Wealth Management, LLC
INCREASED10,27710,205+72+1%$1.2M$1.2M-$55.5K2026-10-14
Parallel Advisors, LLC
INCREASED10,02710,026+1+0%$1.2M$1.1M-$92.0K2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED10,00010,00000%$1.2M$1.1M-$91.8K2026-10-30
Allegheny Financial Group
INCREASED9,9328,921+1,011+11%$1.1M$1.1M+$31.5K2026-11-05
Legacy Bridge, LLC
UNCHANGED9,8629,86200%$1.2M$1.1M-$90.5K2026-10-28
HUB Investment Partners, LLC
INCREASED9,6584,835+4,823+100%$587.1K$1.1M+$496.9K2026-11-03
Mather Group, Llc.
INCREASED9,5989,583+15+0%$1.2M$1.1M-$86.3K2026-10-14
Flower City Capital
INCREASED9,5049,471+33+0%$1.1M$1.1M-$83.3K2026-10-15
Capital Square, LLC
DECREASED9,16010,213-1,053-10%$1.2M$1.0M-$193.7K2026-10-19
Monarch Capital Management Inc
INCREASED9,0798,867+212+2%$1.1M$1.0M-$57.6K2026-10-19
Guidance Point Advisors, LLC
INCREASED8,8748,849+25+0%$1.1M$996.2K-$78.5K2026-10-15
RFG Advisory, LLC
INCREASED8,8498,594+255+3%$1.0M$993.2K-$50.3K2026-11-03
Independent Financial Group, LLC
INCREASED8,6058,486+119+1%$1.0M$965.8K-$64.6K2026-10-13
DWR Wealth Management, LLC
INCREASED8,2578,197+60+1%$990.7K$930.6K-$60.1K2026-10-13
Stordahl Capital Management, Inc.
UNCHANGED8,1768,17600%$992.7K$917.7K-$75.1K2026-10-22
M Holdings Securities, Inc.
NEW8,162—+8,162——$919—2026-11-03
Cordatus Wealth Management LLC
DECREASED7,9248,042-118-1%$976.4K$889.4K-$87.1K2026-10-19
International Assets Investment Management, LLC
INCREASED7,8822,231+5,651+253%$269.9K$888.1K+$618.2K2026-11-02
Compound Planning, Inc.
DECREASED7,88211,027-3,145-29%$1.3M$884.7K-$454.2K2026-11-05
Fairman Group, LLC
INCREASED7,8587,831+27+0%$950.9K$882.0K-$68.9K2026-10-26
First Bancorp, Inc
UNCHANGED7,8077,80700%$947.9K$876.3K-$71.7K2026-10-26
StoneX Group Inc.
DECREASED7,6819,471-1,790-19%$1.1M$862.1K-$287.8K2026-11-03
Davenport & Co LLC
DECREASED7,6407,673-330%$931.7K$857.5K-$74.2K2026-10-14
Compass Financial Management LLC
DECREASED7,4228,573-1,151-13%$1.0M$833.0K-$211.1K2026-10-30
Sapient Capital LLC
INCREASED7,2875,203+2,084+40%$631.7K$817.9K+$186.1K2026-10-08
Lake Street Private Wealth, LLC
INCREASED7,1857,183+2+0%$872.3K$806.5K-$65.8K2026-10-22
Baker Boyer National Bank
UNCHANGED7,1427,14200%$867.2K$801.6K-$65.6K2026-11-05
Lazard Freres Gestion S.A.S.
INCREASED7,0876,579+508+8%$798.0K$795-$797.2K2026-11-03
Lanark Financial, Inc.
DECREASED6,9627,354-392-5%$893.0K$781.4K-$111.6K2026-10-26
1834 Investment Advisors Co
UNCHANGED6,8736,87300%$834.5K$771.4K-$63.1K2026-10-16
Savant Capital, LLC
DECREASED6,8239,919-3,096-31%$1.1M$765.9K-$343.2K2026-11-06
Retirement Systems of Alabama
DECREASED6,7817,018-237-3%$852.1K$761.1K-$91.0K2026-11-04
Keener Financial Planning LLC
INCREASED6,6806,591+89+1%$800.0K$749.8K-$50.2K2026-11-06
TD Private Client Wealth LLC
INCREASED6,6754,692+1,983+42%$569.7K$749.2K+$179.5K2026-10-28
DB Fitzpatrick & Co, Inc
DECREASED6,6547,194-540-8%$873.5K$746.8K-$126.7K2026-10-19
Genesis Private Wealth, LLC
DECREASED6,6516,745-94-1%$819.0K$746.5K-$72.5K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED6,6456,445+200+3%$782.6K$745.8K-$36.7K2026-10-29
Analyst IMS Investment Management Services Ltd.
INCREASED6,6001,900+4,700+247%$231.0K$741-$230.3K2026-11-05
SkyOak Wealth, LLC
UNCHANGED6,5966,59600%$800.9K$740.4K-$60.5K2026-10-28
Flagstar Securities, Inc
INCREASED6,5826,405+177+3%$777.8K$738.8K-$39.0K2026-10-15
Americana Partners, LLC
DECREASED6,4246,927-503-7%$841.2K$721.1K-$120.1K2026-10-28
GEM Asset Management, LLC
INCREASED6,3416,304+37+1%$765.4K$711.8K-$53.7K2026-10-13
Accredited Investor Services, LLC
UNCHANGED6,3376,33700%$769.4K$711.3K-$58.2K2026-10-22
Emerald Advisors, LLC
DECREASED5,9246,233-309-5%$756.8K$664.9K-$91.9K2026-10-13
626 Financial, LLC
INCREASED5,9005,653+247+4%$686.4K$662.2K-$24.2K2026-11-04
Pines Wealth Management, LLC
DECREASED5,8286,021-193-3%$731.1K$654.1K-$76.9K2026-10-21
Level Four Advisory Services, LLC
INCREASED5,7675,537+230+4%$672.3K$647.3K-$25.0K2026-11-06
Uptick Partners, LLC
INCREASED5,7335,714+19+0%$693.8K$643.5K-$50.3K2026-11-04
Smart Wealth LLC
INCREASED5,7184,254+1,464+34%$516.5K$641.7K+$125.2K2026-11-04
Linscomb Wealth, Inc.
DECREASED5,6275,737-110-2%$696.6K$631.6K-$65.0K2026-11-05
FWG Investments, Llc.
DECREASED5,5957,259-1,664-23%$881.3K$627.9K-$253.4K2026-11-03
Clearstead Advisors, LLC
INCREASED5,5655,040+525+10%$612.0K$624.6K+$12.6K2026-11-06
Acute Investment Advisory, LLC
DECREASED5,4945,792-298-5%$703.3K$616.6K-$86.6K2026-10-16
RKL Wealth Management LLC
INCREASED5,4325,413+19+0%$657.2K$609.6K-$47.6K2026-10-16
AdvisorNet Financial, Inc
DECREASED5,4216,248-827-13%$758.6K$594.2K-$164.3K2026-10-15
FF Advisors,LLC
DECREASED5,3426,047-705-12%$734.2K$599.6K-$134.6K2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED5,2555,974-719-12%$725.4K$589.8K-$135.5K2026-11-02
Trellis Wealth Advisors LLC
UNCHANGED5,0715,07100%$615.7K$569.2K-$46.6K2026-10-19
Archer Investment Corp
UNCHANGED5,0565,05600%$613.9K$567.5K-$46.4K2026-11-05
Merit Financial Group, LLC
INCREASED5,0504,825+225+5%$585.8K$566.8K-$19.0K2026-11-06
GC Wealth Management RIA, LLC
INCREASED5,0434,989+54+1%$605.8K$566.0K-$39.7K2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED5,0106,104-1,094-18%$741.2K$562.4K-$178.7K2026-10-16
Blue Trust, Inc.
DECREASED5,0045,072-68-1%$615.9K$561.6K-$54.2K2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED4,9655,258-293-6%$638.5K$557.3K-$81.2K2026-11-05
Avestar Capital, LLC
DECREASED4,93810,831-5,893-54%$1.3M$554.2K-$760.9K2026-10-28
W Advisors, LLC
UNCHANGED4,8514,85100%$589.0K$544.5K-$44.5K2026-11-02
First Financial Corp
UNCHANGED4,8084,80800%$583.8K$539.7K-$44.1K2026-10-13
Braun-Bostich & Associates Inc.
INCREASED4,7834,779+4+0%$580.3K$536.8K-$43.4K2026-10-20
Sage Mountain Advisors LLC
UNCHANGED4,7224,72200%$573.3K$530.0K-$43.3K2026-11-02
Fulton Breakefield Broenniman LLC
UNCHANGED4,6994,69900%$570.5K$527.4K-$43.1K2026-11-03
Shaker Financial Services, LLC
INCREASED4,6883,140+1,548+49%$381.2K$526.2K+$145.0K2026-10-14
Creative Financial Designs Inc
DECREASED4,48110,628-6,147-58%$1.3M$502.9K-$787.5K2026-11-04
Washington Trust Co
INCREASED4,4794,170+309+7%$506.3K$502.7K-$3.6K2026-10-22
Signaturefd, LLC
DECREASED4,4414,452-110%$540.6K$498.5K-$42.1K2026-10-23
Waters Parkerson & Co., LLC
INCREASED4,3952,275+2,120+93%$276.2K$493.3K+$217.1K2026-11-04
Citizens National Bank Trust Department
NEW4,369—+4,369——$490.4K—2026-11-04
Global Wealth Management Investment Advisory, Inc.
DECREASED4,3485,539-1,191-21%$672.5K$488.0K-$184.5K2026-11-04
Heck Capital Advisors, LLC
DECREASED4,3204,907-587-12%$595.8K$484.9K-$110.9K2026-10-14
North Star Investment Management Corp.
INCREASED4,2624,256+6+0%$516.7K$478.4K-$38.4K2026-10-27
W.H. Cornerstone Investments Inc.
NEW4,249—+4,249——$476.9K—2026-11-03
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED4,2254,22500%$513.0K$474.2K-$38.8K2026-10-19
Golden State Wealth Management, LLC
INCREASED4,2054,191+14+0%$509.0K$472.0K-$37.0K2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED4,0334,910-877-18%$596.2K$452.7K-$143.5K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED3,9784,609-631-14%$559.6K$446.5K-$113.1K2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED3,9613,727+234+6%$452.5K$444.6K-$7.9K2026-10-16
Sincerus Advisory, LLC
INCREASED3,8933,302+591+18%$400.9K$436.9K+$36.0K2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED3,8662,824+1,042+37%$342.9K$433.9K+$91.0K2026-10-30
Wedmont Private Capital
INCREASED3,8503,662+188+5%$438.0K$431.6K-$6.4K2026-10-09
Accurate Wealth Management, LLC
INCREASED3,8013,403+398+12%$407.1K$424.9K+$17.7K2026-10-20
Plimoth Trust Co LLC
INCREASED3,7713,754+17+0%$455.8K$423.3K-$32.6K2026-10-26
Black Diamond Financial, LLC
INCREASED3,7653,736+29+1%$453.6K$422.6K-$31.1K2026-10-26
Imc-Chicago, LLC
NEW3,627—+3,627——$407.1K—2026-11-05
Triad Wealth Partners, LLC
INCREASED3,5923,550+42+1%$425.0K$403.2K-$21.8K2026-10-26
Davidson Trust Co
INCREASED3,5393,530+9+0%$428.6K$397.3K-$31.3K2026-10-09
Private Trust Co NA
DECREASED3,5113,577-66-2%$434.3K$394.1K-$40.2K2026-10-20
Salomon & Ludwin, LLC
DECREASED3,4973,583-86-2%$433.4K$392.5K-$40.9K2026-10-29
Valeo Financial Advisors, LLC
DECREASED3,4933,513-20-1%$426.6K$392.1K-$34.5K2026-10-08
Collective Family Office LLC
UNCHANGED3,4503,45000%$418.9K$387.2K-$31.7K2026-10-05
Investment Partners, Ltd.
INCREASED3,4001,694+1,706+101%$205.7K$381.6K+$175.9K2026-10-29
SBI Securities Co., Ltd.
DECREASED3,2523,539-287-8%$429.7K$365.0K-$64.7K2026-10-22
Factor Wealth Management LTD
INCREASED3,2203,216+4+0%$390.4K$361.4K-$29.0K2026-10-08
Titleist Asset Management, LLC
DECREASED3,2073,232-25-1%$392.4K$360.0K-$32.4K2026-10-08
Old Port Advisors
INCREASED3,1973,189+8+0%$387.2K$358.9K-$28.3K2026-10-23
FSA Wealth Partners, Inc.
INCREASED3,1762,902+274+9%$352.4K$356.5K+$4.1K2026-10-26
AlphaCore Capital LLC
DECREASED3,1303,293-163-5%$399.9K$351.3K-$48.6K2026-11-04
Signal Advisors Wealth, LLC
INCREASED3,1032,800+303+11%$339.9K$348.2K+$8.3K2026-10-13
Tranquility Partners, LLC
INCREASED3,0503,048+2+0%$370.1K$342.3K-$27.8K2026-10-20
Timonier Family Office, Ltd.
UNCHANGED3,0483,04800%$370.1K$342.1K-$28.0K2026-11-03
Maseco LLP
DECREASED3,0343,131-97-3%$380.1K$340.6K-$39.6K2026-10-27
Riggs Asset Managment Co. Inc.
UNCHANGED3,0153,01500%$366.1K$338.4K-$27.7K2026-11-05
Sigma Planning Corp
DECREASED3,0093,610-601-17%$438.3K$337.8K-$100.5K2026-10-23
Whipplewood Advisors, LLC
INCREASED3,0042,847+157+6%$345.7K$337.2K-$8.5K2026-10-20
ZWJ Investment Counsel Inc
INCREASED2,9982,520+478+19%$306.0K$336.5K+$30.5K2026-10-15
Financial Partners Group, Inc
INCREASED2,9972,994+3+0%$363.5K$336.3K-$27.2K2026-10-19
Regions Financial Corp
INCREASED2,9822,866+116+4%$348.0K$334.7K-$13.3K2026-11-05
Brown Financial Advisory
UNCHANGED2,9472,94700%$357.8K$330.8K-$27.1K2026-11-05
Beacon Financial Advisory LLC
INCREASED2,8922,717+175+6%$329.9K$324.6K-$5.3K2026-10-16
Lloyd Advisory Services, Llc.
DECREASED2,8693,375-506-15%$409.8K$322.0K-$87.8K2026-11-02
Grantvest Financial Group LLC
DECREASED2,8482,889-41-1%$350.8K$319.6K-$31.1K2026-10-21
Traynor Capital Management, Inc.
DECREASED2,8143,186-372-12%$386.8K$315.9K-$70.9K2026-10-29
Meridian Wealth Management, LLC
DECREASED2,7953,088-293-9%$375.0K$313.7K-$61.3K2026-11-05
Carret Asset Management, LLC
DECREASED2,7613,020-259-9%$366.7K$309.9K-$56.8K2026-11-04
Keybank National Association
UNCHANGED2,7312,73100%$331.6K$306.5K-$25.1K2026-11-04
Gateway Investment Advisers LLC
UNCHANGED2,6572,65700%$322.6K$298.2K-$24.4K2026-10-13
Spectrum Advisors, Inc.
DECREASED2,6423,157-515-16%$383.3K$296.6K-$86.8K2026-11-03
A&I Financial Services, LLC
DECREASED2,6032,634-31-1%$319.9K$292.2K-$27.7K2026-10-15
Unique Wealth, LLC
DECREASED2,5902,798-208-7%$339.7K$290.7K-$49.0K2026-10-16
Central Bank & Trust Co
UNCHANGED2,5902,59000%$314.5K$290.7K-$23.8K2026-10-09
Olistico Wealth, LLC
DECREASED2,5812,598-17-1%$315.5K$289.7K-$25.8K2026-10-05
Apollon Wealth Management, LLC
INCREASED2,5732,365+208+9%$287.1K$288.8K+$1.7K2026-10-23
Keudell ison Wealth Management
DECREASED2,5592,606-47-2%$316.4K$287.2K-$29.2K2026-10-16
IFP Advisors, Inc
DECREASED2,5362,587-51-2%$314.1K$284.6K-$29.5K2026-10-16
Decker Retirement Planning Inc.
DECREASED2,4583,088-630-20%$374.9K$275.9K-$99.0K2026-10-19
Brighton Jones LLC
INCREASED2,4271,697+730+43%$206.0K$272.4K+$66.4K2026-11-03
Arcadia Wealth Management, LLC
DECREASED2,4093,651-1,242-34%$443.4K$270.3K-$173.0K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED2,4091,666+743+45%$201.3K$270.3K+$69.1K2026-10-13
Park Edge Advisors, LLC
NEW2,392—+2,392——$268.4K—2026-10-28
Visionary Horizons, LLC
DECREASED2,3842,514-130-5%$305.3K$267.6K-$37.7K2026-10-22
Regatta Capital Group, LLC
UNCHANGED2,3752,37500%$288.4K$266.6K-$21.8K2026-10-23
Main Street Group, LTD
DECREASED2,3332,343-100%$284.5K$261.9K-$22.6K2026-10-28
Baron Wealth Management LLC
UNCHANGED2,3262,32600%$282.4K$261.1K-$21.4K2026-10-27
Accredited Investors Inc.
UNCHANGED2,3262,32600%$282.4K$261.1K-$21.4K2026-11-03
Arsenal Capital Advisors LLC
UNCHANGED2,3022,30200%$279.5K$258.4K-$21.1K2026-11-02
Advisor Resource Council
INCREASED2,2832,115+168+8%$255.5K$261.2K+$5.8K2026-11-05
Focus Financial Network, Inc.
NEW2,265—+2,265——$254.2K—2026-10-14
Csenge Advisory Group
DECREASED2,2612,335-74-3%$283.6K$253.8K-$29.8K2026-11-04
Quintet Private Bank (Europe) S.A.
UNCHANGED2,2602,26000%$274.4K$253.7K-$20.7K2026-10-08
Compass Ion Advisors, LLC
NEW2,258—+2,258——$253.4K—2026-10-23
Sfam, LLC
INCREASED2,2581,938+320+17%$235.4K$253.4K+$18.1K2026-11-03
Centennial Advisors, LLC
DECREASED2,2532,913-660-23%$353.7K$252.8K-$100.9K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,2432,24300%$272.3K$251.8K-$20.6K2026-10-27
ForthRight Wealth Management, LLC
INCREASED2,2052,204+1+0%$267.7K$247.5K-$20.2K2026-11-06
Power Wealth Management LLC
INCREASED2,1372,110+27+1%$256.2K$239.9K-$16.3K2026-10-27
Northside Capital Management, LLC
UNCHANGED2,1342,13400%$259.1K$239.5K-$19.6K2026-10-13
Ridgepath Capital Management LLC
UNCHANGED2,1122,11200%$256.4K$237.1K-$19.4K2026-10-29
ASO Group Ltd
INCREASED2,0952,066+29+1%$251.0K$235-$250.8K2026-11-05
Embree Financial Group
INCREASED2,0812,079+2+0%$252.4K$233.6K-$18.8K2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED2,0622,056+6+0%$249.7K$231.5K-$18.2K2026-10-14
Allstreet Capital Advisors LLC
UNCHANGED2,0392,03900%$247.6K$228.9K-$18.7K2026-11-04
Enclave Advisors LLC
INCREASED2,0372,030+7+0%$246.5K$228.6K-$17.8K2026-10-14
Sagespring Wealth Partners, LLC
NEW2,024—+2,024——$227.1K—2026-10-22
Hengehold Capital Management LLC
NEW2,021—+2,021——$226.9K—2026-10-16
Wealth Advisory Solutions, LLC
INCREASED2,0182,017+1+0%$244.9K$226.5K-$18.4K2026-10-20
Krilogy Financial LLC
INCREASED2,0031,854+149+8%$225.1K$224.9K-$2362026-10-13
Rossmore Private Capital
UNCHANGED2,0002,00000%$242.8K$224.5K-$18.4K2026-10-27
Ellerson Group Inc
UNCHANGED2,0002,00000%$242.8K$226.0K-$16.8K2026-11-04
Oceanside Advisors LLC
UNCHANGED2,0002,00000%$242.8K$224.5K-$18.4K2026-11-03
TCI Wealth Advisors, Inc.
NEW1,993—+1,993——$223.7K—2026-10-30
Dutch Asset Corp
DECREASED1,9903,250-1,260-39%$394.6K$223.4K-$171.3K2026-10-20
Y.D. More Investments Ltd
INCREASED1,9771,900+77+4%$230.7K$221.9K-$8.8K2026-11-02
United Advisor Group, LLC
INCREASED1,9671,902+65+3%$230.9K$220.8K-$10.2K2026-11-03
ProCore Advisors, LLC
NEW1,964—+1,964——$220.4K—2026-10-14
Inman Jager Wealth Management, LLC
DECREASED1,9622,221-259-12%$269.7K$220.2K-$49.5K2026-11-05
Financial Guidance Group, Inc.
DECREASED1,9562,039-83-4%$247.6K$219.5K-$28.0K2026-10-21
Simplex Trading, LLC
INCREASED1,915908+1,007+111%$110.2K$214.9K+$104.7K2026-11-04
Facet Wealth, Inc.
DECREASED1,9131,947-34-2%$236.4K$214.7K-$21.7K2026-11-04
Breakwater Capital Group
INCREASED1,8751,778+97+5%$215.9K$210.4K-$5.5K2026-10-09
Chicago Partners Investment Group LLC
NEW1,826—+1,826——$203.4K—2026-10-27
Ritholtz Wealth Management
INCREASED1,8181,701+117+7%$206.5K$204.1K-$2.5K2026-11-05
Edge Wealth Management LLC
UNCHANGED1,8001,80000%$218.6K$202.8K-$15.8K2026-10-13
Base Wealth Management LLC
INCREASED1,7901,785+5+0%$216.7K$200.9K-$15.8K2026-10-21
Waldron Private Wealth LLC
NEW1,788—+1,788——$200.7K—2026-11-02
SigFig Wealth Management, LLC
NEW1,785—+1,785——$200.4K—2026-10-07
Root Financial Partners, LLC
DECREASED1,7221,822-100-5%$221.2K$193.2K-$27.9K2026-10-21
Manchester Capital Management LLC
DECREASED1,6751,755-80-5%$213.1K$188.0K-$25.1K2026-10-22
Madden Securities Corp
UNCHANGED1,6501,65000%$200.3K$185.2K-$15.1K2026-10-27
TD Waterhouse Canada Inc.
INCREASED1,568920+648+70%$111.3K$176.7K+$65.4K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED1,55710,667-9,110-85%$1.3M$174.8K-$1.1M2026-10-26
Spire Wealth Management
UNCHANGED1,5261,52600%$185.3K$171.3K-$14.0K2026-10-30
CoreCap Advisors, LLC
DECREASED1,4026,142-4,740-77%$745.8K$157.4K-$588.4K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED1,3641,331+33+2%$161.6K$153.1K-$8.5K2026-11-04
Acima Private Wealth, LLC
UNCHANGED1,2251,22500%$148.7K$137.5K-$11.2K2026-10-05
Richards, Merrill & Peterson, Inc.
UNCHANGED1,0381,03800%$126.0K$116.5K-$9.5K2026-10-19
Networth Advisors, LLC
DECREASED1,0111,304-293-22%$158.4K$113.4K-$44.9K2026-11-03
LFA - Lugano Financial Advisors SA
UNCHANGED1,0001,00000%$121.4K$112.2K-$9.2K2026-11-03
NBT Bank, N.A.
INCREASED998996+2+0%$120.9K$112.0K-$8.9K2026-10-21
Hilltop National Bank
UNCHANGED98298200%$119.2K$110.2K-$9.0K2026-10-14
United Community Bank
UNCHANGED95695600%$116.1K$107.3K-$8.8K2026-10-28
Pinnacle Bancorp, Inc.
DECREASED951957-6-1%$116.2K$106.7K-$9.5K2026-10-21
Sterling Capital Management LLC
DECREASED8911,004-113-11%$121.9K$100.0K-$21.9K2026-10-22
Central Trust Co
UNCHANGED83383300%$101.1K$93.5K-$7.6K2026-11-05
Citigroup Inc
INCREASED795557+238+43%$67.6K$89.2K+$21.6K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED781287+494+172%$34.5K$88.8K+$54.3K2026-11-04
Financial Perspectives, Inc
UNCHANGED77577500%$94.0K$86.9K-$7.1K2026-11-03
Gamma Investing LLC
UNCHANGED76176100%$92.4K$85.4K-$7.0K2026-10-08
Adirondack Trust Co
DECREASED734749-15-2%$90.9K$82.4K-$8.6K2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED72072000%$87.4K$80.8K-$6.6K2026-10-22
Oakworth Capital, Inc.
UNCHANGED71871800%$86.8K$80.6K-$6.3K2026-10-26
Tounjian Advisory Partners, LLC
DECREASED704839-135-16%$101.9K$79.0K-$22.9K2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED69969900%$84.9K$78.5K-$6.4K2026-10-07
Comprehensive Financial Planning, Inc.
INCREASED691689+2+0%$83.6K$77.6K-$6.1K2026-10-27
Key FInancial Inc
UNCHANGED64464400%$78.2K$72.3K-$5.9K2026-11-02
Reap Financial Group, LLC
DECREASED621718-97-14%$87.2K$69.7K-$17.5K2026-11-02
Strengthening Families & Communities, LLC
INCREASED601599+2+0%$72.8K$67.5K-$5.3K2026-10-21
Larson Financial Group LLC
DECREASED574745-171-23%$90.4K$64.4K-$26.0K2026-11-05
Next Level Wealth Planning, LLC
NEW548—+548——$61.5K—2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED51751700%$62.8K$58.0K-$4.7K2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED48448400%$59$54-$52026-10-27
Jacobi Capital Management LLC
NEW471—+471——$52.9K—2026-11-05
Financial Consulate, Inc
INCREASED470469+1+0%$57.0K$52.7K-$4.3K2026-10-23
Abound Wealth Management
INCREASED460458+2+0%$55.6K$51.7K-$4.0K2026-10-26
Signature Equity Partners, LLC
DECREASED449487-38-8%$59.2K$50.4K-$8.7K2026-10-29
Hanson & Doremus Investment Management
UNCHANGED38638600%$47.0K$43-$47.0K2026-10-16
Proathlete Wealth Management LLC
DECREASED373458-85-19%$55.6K$41.9K-$13.7K2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED3677+360+5143%$850$41.2K+$40.3K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED361396-35-9%$48.1K$40.5K-$7.6K2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED34334300%$41.6K$38.5K-$3.1K2026-10-23
Balance Wealth Partners LLC
NEW340—+340——$38.2K—2026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED30930900%$37.5K$34.7K-$2.8K2026-10-07
Rosenberg Matthew Hamilton
UNCHANGED30330300%$36.8K$34.0K-$2.8K2026-10-05
Birch Financial Group, LLC
NEW275—+275——$30.9K—2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED23323300%$28.3K$26.2K-$2.1K2026-10-21
Versant Capital Management, Inc
UNCHANGED22522500%$27.3K$25.3K-$2.1K2026-10-02
UMB Private Wealth Management, LLC
NEW216—+216——$24.2K—2026-10-19
Country Trust Bank
UNCHANGED18418400%$22.3K$20.7K-$1.7K2026-10-30
Costello Asset Management, Inc
UNCHANGED17517500%$21.2K$19.6K-$1.6K2026-10-30
Tsfg, LLC
UNCHANGED16816800%$20$19-$12026-10-23
Biltmore Family Office, LLC
UNCHANGED15915900%$19.3K$17.8K-$1.5K2026-11-03
Angeles Wealth Management, LLC
UNCHANGED15615600%$18.9K$17.5K-$1.4K2026-10-26
DecisionPoint Financial, LLC
INCREASED153121+32+26%$14.6K$17.2K+$2.6K2026-10-27
United Financial Planning Group LLC
NEW149—+149——$16.7K—2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED14814800%$18.0K$16.6K-$1.4K2026-10-23
Clearstead Trust, LLC
INCREASED14023+117+509%$2.8K$15.7K+$12.9K2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED12812800%$15.5K$14.4K-$1.2K2026-10-22
Planning Strategies Inc.
UNCHANGED12812800%$15.5K$14.4K-$1.2K2026-10-02
First Horizon Corp
UNCHANGED12412400%$15.1K$13.9K-$1.1K2026-10-26
Redwood Park Advisors LLC
UNCHANGED11911900%$14.4K$13.4K-$1.0K2026-11-02
Asset Dedication, LLC
UNCHANGED11311300%$13.7K$12.7K-$1.0K2026-11-03
Covestor Ltd
UNCHANGED10310300%$13$12-$12026-10-30
First Command Advisory Services, Inc.
NEW100—+100——$11.2K—2026-11-05
Horizon Financial Services, LLC
NEW93—+93——$10.4K—2026-11-04
Yankcom Partnership
DECREASED89589-500-85%$71.5K$10.0K-$61.5K2026-10-15
Trust Co of Toledo NA
UNCHANGED858500%$10.3K$9.5K-$7812026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED787800%$9$9$02026-10-14
Vima LLC
DECREASED77115-38-33%$14.0K$8.6K-$5.3K2026-10-23
Independence Bank of Kentucky
DECREASED75193-118-61%$23.4K$8.4K-$15.0K2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED757500%$9.1K$8.4K-$6892026-10-22
Triumph Capital Management
UNCHANGED727200%$8.7K$8.1K-$6612026-10-14
Evolution Wealth Management Inc.
UNCHANGED676700%$8.1K$7.5K-$6152026-10-28
Silver Grove Financial Group, Inc.
NEW58—+58——$6.5K—2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED545400%$6.6K$6.1K-$4762026-11-02
Nemes Rush Group LLC
UNCHANGED535300%$6.4K$5.9K-$4862026-11-04
Latitude Advisors, LLC
NEW52—+52——$5.8K—2026-10-27
SRH Advisors, LLC
UNCHANGED505000%$6.1K$5.6K-$4592026-10-22
Rydar Equities, Inc.
NEW49—+49——$5.5K—2026-10-13
Duncker Streett & Co Inc
INCREASED4435+9+26%$4.3K$4.9K+$6912026-10-27
Nfsg Corp
DECREASED4166-25-38%$8.0K$4.6K-$3.4K2026-10-15
Ulland Investment Advisors, LLC
UNCHANGED404000%$5$4-$12026-10-13
Rossby Financial, LCC
UNCHANGED383800%$4.6K$4.3K-$3492026-11-05
Gables Capital Management Inc.
UNCHANGED363600%$4.4K$4.0K-$3302026-11-04
High Note Wealth, LLC
NEW30—+30——$3.4K—2026-10-27
MassMutual Private Wealth & Trust, FSB
NEW30—+30——$3.4K—2026-10-05
Wolff Wiese Magana LLC
DECREASED3064-34-53%$7.8K$3.4K-$4.4K2026-10-15
Trust Co of Vermont
NEW29—+29——$3.3K—2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED252500%$3.0K$2.8K-$2302026-11-03
Rakuten Securities, Inc.
INCREASED2217+5+29%$2.1K$2.5K+$4052026-11-02
Center for Financial Planning, Inc.
NEW21—+21——$2.4K—2026-10-26
WPG Advisers, LLC
UNCHANGED202000%$2.4K$2.2K-$1832026-10-27
Wilkerson Advisory Group LLC
NEW17—+17——$1.9K—2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED161600%$1.9K$1.8K-$1472026-10-28
West Paces Advisors Inc.
UNCHANGED161600%$1.9K$1.8K-$1412026-10-13
CX Institutional
UNCHANGED151500%$2$2$02026-10-02
Private Wealth Management Group, LLC
UNCHANGED151500%$1.8K$1.7K-$1382026-10-19
Central Pacific Bank - Trust Division
UNCHANGED121200%$1.5K$1.3K-$1102026-10-06
Provenance Wealth Advisors, LLC
NEW7—+7——$786—2026-10-30
RHL Group, LLC
NEW7—+7——$786—2026-11-04
Cdkv Holdings LLC
UNCHANGED6600%$729$674-$552026-10-28
Woodard & Co Asset Management Group Inc
DECREASED4118-114-97%$14.3K$449-$13.9K2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED3300%$367$340-$272026-10-26
Tradewinds Capital Management, LLC
DECREASED142-41-98%$5.1K$113-$5.0K2026-10-23
Cape Investment Advisory, Inc.
NEW0—0——$36—2026-10-13
Encompass More Asset Management
CLOSED088,061-88,061-100%$10.7M$0-$10.7M2026-10-16
Myriad Asset Management Advisors LLC
CLOSED087,623-87,623-100%$10.6M$0-$10.6M2026-11-03
Fortis Group Advisors, LLC
CLOSED034,844-34,844-100%$4.2M$0-$4.2M2026-11-06
Optima Capital LLC
CLOSED026,056-26,056-100%$3.2M$0-$3.2M2026-10-29
Sunesis Advisors, LLC
CLOSED016,182-16,182-100%$2.0M$0-$2.0M2026-10-26
Myriad Asset Management US LP
CLOSED014,610-14,610-100%$1.8M$0-$1.8M2026-11-03
Meitav Investment House LTD
CLOSED012,435-12,435-100%$1.5M$0-$1.5M2026-10-28
Capstone Wealth Management Group, LLC
CLOSED06,417-6,417-100%$779.1K$0-$779.1K2026-11-05
Bryant Woods Investment Advisors, LLC
CLOSED06,166-6,166-100%$748.6K$0-$748.6K2026-10-26
Sentinel Pension Advisors, LLC
CLOSED05,243-5,243-100%$623.3K$0-$623.3K2026-11-02
Mycio Wealth Partners, LLC
CLOSED03,484-3,484-100%$423.0K$0-$423.0K2026-11-04
JIM Saulnier & Associates, LLC
CLOSED03,094-3,094-100%$375.6K$0-$375.6K2026-11-04
Corepath Wealth Partners LLC
CLOSED02,876-2,876-100%$341.2K$0-$341.2K2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
CLOSED02,671-2,671-100%$324.0K$0-$324.0K2026-10-26
Sentry LLC
CLOSED02,132-2,132-100%$258.9K$0-$258.9K2026-10-30
Baker Avenue Asset Management, LP
CLOSED01,774-1,774-100%$215.4K$0-$215.4K2026-11-06
Salem Investment Counselors Inc
CLOSED01,750-1,750-100%$212.5K$0-$212.5K2026-10-13
McClarren Financial Advisors, Inc.
CLOSED01,710-1,710-100%$207.7K$0-$207.7K2026-10-15
Schaper Benz & Wise Investment Counsel Inc
CLOSED01,693-1,693-100%$205.6K$0-$205.6K2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED01,691-1,691-100%$205.3K$0-$205.3K2026-10-27
Hoge Financial Services, LLC
CLOSED01,666-1,666-100%$202.3K$0-$202.3K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,365-1,365-100%$165.7K$0-$165.7K2026-10-14
Midway Capital Research & Management
CLOSED0440-440-100%$53.4K$0-$53.4K2026-10-20
Global Trust Asset Management, LLC
CLOSED0350-350-100%$42.5K$0-$42.5K2026-10-19
Register Financial Advisors LLC
CLOSED0123-123-100%$14.9K$0-$14.9K2026-10-23
Financial Management Professionals, Inc.
CLOSED0110-110-100%$13.4K$0-$13.4K2026-10-23
SYM Financial Corp
CLOSED098-98-100%$11.9K$0-$11.9K2026-10-26
LifeSteps Financial, Inc.
CLOSED053-53-100%$6.4K$0-$6.4K2026-10-15
Sunrise Financial Services, LLC
CLOSED015-15-100%$1.8K$0-$1.8K2026-10-21
Bank of America Corp
N/A—24,964,224-24,964,224-100%$3.0B———
UBS Group AG
N/A—13,062,676-13,062,676-100%$1.6B———
Morgan Stanley
N/A—8,955,617-8,955,617-100%$1.1B———
Wells Fargo & Company
N/A—4,076,388-4,076,388-100%$495.0M———
Envestnet Asset Management Inc
N/A—3,612,932-3,612,932-100%$438.7M———
Jones Financial Companies Lllp
N/A—2,947,269-2,947,269-100%$354.5M———
Goldman Sachs Group Inc
N/A—2,849,165-2,849,165-100%$345.9M———
Stifel Financial Corp
N/A—2,269,264-2,269,264-100%$275.5M———
Natixis Advisors, LLC
N/A—1,922,657-1,922,657-100%$233.4M———
JPMorgan Chase & Co
N/A—1,861,145-1,861,145-100%$224.9M———
UBS Asset Management Americas LLC
N/A—1,803,053-1,803,053-100%$218.9M———
LPL Financial LLC
N/A—1,226,242-1,226,242-100%$148.9M———
Neuberger Berman Group LLC
N/A—862,639-862,639-100%$104.7M———
Bank of Montreal
N/A—774,422-774,422-100%$94.0M———
Raymond James Financial Inc
N/A—740,209-740,209-100%$89.9M———
MAI Capital Management
N/A—627,845-627,845-100%$76.2M———
Ameriprise Financial Inc
N/A—566,229-566,229-100%$68.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—420,000-420,000-100%$51.0M———
Venturi Wealth Management, LLC
N/A—415,648-415,648-100%$50.5M———
Texas Treasury Safekeeping Trust Co
N/A—356,474-356,474-100%$43.3M———
Royal Bank of Canada
N/A—310,408-310,408-100%$37.7M———
Envestnet Portfolio Solutions, Inc.
N/A—302,916-302,916-100%$36.8M———
Waverly Advisors, LLC
N/A—294,285-294,285-100%$35.7M———
AE Wealth Management LLC
N/A—289,507-289,507-100%$35.2M———
Janney Montgomery Scott LLC
N/A—275,322-275,322-100%$33.4M———
Rockefeller Capital Management L.P.
N/A—255,238-255,238-100%$31.0M———
Cetera Investment Advisers
N/A—223,431-223,431-100%$27.1M———
CSM Advisors, LLC
N/A—212,943-212,943-100%$25.9M———
Osaic Holdings, Inc.
N/A—199,997-199,997-100%$24.3M———
Northwestern Mutual Wealth Management Co
N/A—192,676-192,676-100%$23.4M———
Glenmede Trust Co NA
N/A—184,661-184,661-100%$22.4M———
Partners Capital Investment Group, LLP
N/A—165,262-165,262-100%$20.1M———
Focus Partners Wealth
N/A—165,195-165,195-100%$20.1M———
Alerus Financial NA
N/A—156,705-156,705-100%$19.0M———
MML Investors Services, LLC
N/A—155,114-155,114-100%$18.8M———
Schroder Investment Management Group
N/A—152,902-152,902-100%$18.6M———
Lbmc Investment Advisors, LLC
N/A—149,225-149,225-100%$18.1M———
Cerity Partners LLC
N/A—143,888-143,888-100%$17.5M———
BNP Paribas Financial Markets
N/A—131,213-131,213-100%$15.9M———
Pathstone Holdings, LLC
N/A—123,634-123,634-100%$15.0M———
Rockbridge Investment Management, LCC
N/A—121,911-121,911-100%$14.8M———
Turim 21 Investimentos Ltda.
N/A—121,344-121,344-100%$44.7M———
Wellington Management Group LLP
N/A—116,435-116,435-100%$14.1M———
CIBC World Market Inc.
N/A—113,442-113,442-100%$13.8M———
Fairfield University
N/A—105,913-105,913-100%$12.9M———
Zuckerman Investment Group, LLC
N/A—104,587-104,587-100%$12.7M———
Cresset Asset Management, LLC
N/A—100,163-100,163-100%$12.2M———
Commerce Bank
N/A—93,742-93,742-100%$11.4M———
Johnson Investment Counsel Inc
N/A—93,417-93,417-100%$11.3M———
Beacon Pointe Advisors, LLC
N/A—93,231-93,231-100%$11.3M———
First Western Trust Bank
N/A—90,853-90,853-100%$11.0M———
HighTower Advisors, LLC
N/A—88,369-88,369-100%$10.7M———
Blair William & Co
N/A—86,277-86,277-100%$10.5M———
First National Bank of Omaha
N/A—82,917-82,917-100%$10.0M———
Gotham Asset Management, LLC
N/A—81,562-81,562-100%$9.9M———
EP Wealth Advisors, LLC
N/A—80,591-80,591-100%$9.8M———
Prairieview Wealth Partners, LLC
N/A—80,454-80,454-100%$9.8M———
Financial Engines Advisors L.L.C.
N/A—74,418-74,418-100%$9.0M———
Baird Financial Group, Inc.
N/A—68,341-68,341-100%$8.3M———
Mariner, LLC
N/A—65,617-65,617-100%$8.0M———
Rathbones Group PLC
N/A—63,206-63,206-100%$7.7M———
Windward Private Wealth Management Inc.
N/A—55,465-55,465-100%$6.7M———
Brown Advisory Inc
N/A—53,885-53,885-100%$6.5M———
Mercer Global Advisors Inc
N/A—52,193-52,193-100%$6.3M———
FMR LLC
N/A—51,361-51,361-100%$6.2M———
Foundations Investment Advisors, LLC
N/A—51,108-51,108-100%$6.2M———
Capstone Financial Advisors, Inc.
N/A—48,931-48,931-100%$5.9M———
NewEdge Advisors, LLC
N/A—48,346-48,346-100%$5.9M———
Copia Wealth Management
N/A—47,741-47,741-100%$5.8M———
CreativeOne Wealth, LLC
N/A—47,476-47,476-100%$5.8M———
CIBC Bancorp USA Inc.
N/A—46,442-46,442-100%$5.6M———
Wealthfront Advisers LLC
N/A—44,922-44,922-100%$5.5M———
BlackRock, Inc.
N/A—44,549-44,549-100%$5.4M———
Steward Partners Investment Advisory, LLC
N/A—43,824-43,824-100%$5.3M———
&partners
N/A—42,944-42,944-100%$5.3M———
IMA Advisory Services, Inc.
N/A—41,334-41,334-100%$5.0M———
Range Advisory, LLC
N/A—41,043-41,043-100%$5.0M———
Rhumbline Advisers
N/A—39,687-39,687-100%$4.8M———
Silvercrest Asset Management Group LLC
N/A—39,633-39,633-100%$4.8M———
Operose Advisors LLC
N/A—38,052-38,052-100%$4.6M———
Westshore Wealth, LLC
N/A—36,549-36,549-100%$4.4M———
Coldstream Capital Management Inc
N/A—36,317-36,317-100%$4.4M———
Prosperity Consulting Group, LLC
N/A—36,316-36,316-100%$4.4M———
Private Advisor Group, LLC
N/A—36,122-36,122-100%$4.4M———
Sanctuary Advisors, LLC
N/A—35,427-35,427-100%$4.3M———
Quantinno Capital Management LP
N/A—33,327-33,327-100%$4.0M———
F/m Investments LLC
N/A—31,447-31,447-100%$3.8M———
SCS Capital Management LLC
N/A—31,311-31,311-100%$3.8M———
Aspen Grove Capital, LLC
N/A—31,222-31,222-100%$3.8M———
Zhang Financial LLC
N/A—31,176-31,176-100%$3.8M———
J. M. Brown & Associates Inc.
N/A—31,138-31,138-100%$3.8M———
Stratos Wealth Advisors, LLC
N/A—31,007-31,007-100%$3.8M———
Forum Finance Group S.A.
N/A—30,270-30,270-100%$3.0K———
AQR Capital Management LLC
N/A—29,836-29,836-100%$3.6M———
Nuveen, LLC
N/A—29,745-29,745-100%$3.6M———
Cornerstone Advisors Asset Management, LLC
N/A—27,738-27,738-100%$3.4M———
Deutsche Bank Ag\
N/A—27,616-27,616-100%$3.4M———
Brown Brothers Harriman & Co
N/A—27,240-27,240-100%$3.3M———
Arete Wealth Advisors, LLC
N/A—25,902-25,902-100%$3.1M———
Guggenheim Capital LLC
N/A—25,613-25,613-100%$3.1M———
Alliancebernstein L.P.
N/A—25,192-25,192-100%$2.5M———
GWN Securities Inc.
N/A—24,973-24,973-100%$3.0M———
McLean Asset Management Corp
N/A—24,578-24,578-100%$2.9M———
Francis Financial, Inc.
N/A—24,073-24,073-100%$2.9M———
Bessemer Group Inc
N/A—23,759-23,759-100%$2.9M———
Northern Trust Corp
N/A—23,082-23,082-100%$2.8M———
Checchi Capital Advisers, LLC
N/A—22,614-22,614-100%$2.7M———
Captrust Financial Advisors
N/A—22,472-22,472-100%$2.7M———
Prelude Capital Management, LLC
N/A—21,876-21,876-100%$2.7M———
Rialto Wealth Management, LLC
N/A—21,649-21,649-100%$2.6M———
Main Street Financial Solutions, LLC
N/A—21,218-21,218-100%$2.6M———
Global Retirement Partners, LLC
N/A—19,845-19,845-100%$2.4M———
Stephens Inc
N/A—19,804-19,804-100%$2.4M———
Susquehanna International Group, LLP
N/A—18,952-18,952-100%$2.3M———
Keel Point, LLC
N/A—18,590-18,590-100%$2.3M———
EQ LLC
N/A—17,679-17,679-100%$2.1M———
Meridian Wealth Advisors, LLC
N/A—16,613-16,613-100%$2.0M———
Beacon Bridge Wealth Partners, LLC
N/A—16,506-16,506-100%$2.0M———
BCS Private Wealth Management, Inc.
N/A—15,960-15,960-100%$1.9M———
Smartleaf Asset Management LLC
N/A—15,836-15,836-100%$1.9M———
HRT Financial LP
N/A—15,468-15,468-100%$1.9M———
Fort Point Capital Partners LLC
N/A—15,461-15,461-100%$1.9M———
First Manhattan Co. Llc.
N/A—15,385-15,385-100%$1.9M———
O'shaughnessy Asset Management, LLC
N/A—15,347-15,347-100%$1.9M———
Strategic Financial Services, Inc.
N/A—15,208-15,208-100%$1.8M———
Scotia Capital Inc.
N/A—15,177-15,177-100%$1.8M———
NewEdge Wealth, LLC
N/A—15,085-15,085-100%$1.8M———
Marble Harbor Investment Counsel, LLC
N/A—14,865-14,865-100%$1.8M———
Harbour Investments, Inc.
N/A—14,698-14,698-100%$1.8M———
Pitcairn Wealth Advisors LLC
N/A—14,540-14,540-100%$1.8M———
M&T Bank Corp
N/A—14,174-14,174-100%$1.7M———
Two Sigma Securities, LLC
N/A—13,896-13,896-100%$1.7M———
RWA Wealth Partners, LLC
N/A—13,684-13,684-100%$1.7M———
Transcend Capital Advisors, LLC
N/A—13,175-13,175-100%$1.6M———
Trajan Wealth LLC
N/A—13,058-13,058-100%$1.6M———
Belpointe Asset Management LLC
N/A—12,600-12,600-100%$1.5M———
Fortis Capital Advisors, LLC
N/A—12,600-12,600-100%$1.5M———
NCM Capital Management, LLC
N/A—12,328-12,328-100%$1.5M———
Equitable Holdings, Inc.
N/A—12,253-12,253-100%$1.5M———
Matters Capital LLC
N/A—11,598-11,598-100%$1.4M———
Webster Bank, N. A.
N/A—11,443-11,443-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—10,345-10,345-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—10,175-10,175-100%$1.2M———
C M Bidwell & Associates LTD
N/A—9,762-9,762-100%$1.2M———
Moneta Group Investment Advisors LLC
N/A—9,527-9,527-100%$1.2M———
National Philanthropic Trust
N/A—9,393-9,393-100%$1.1M———
Golden Road Advisors LLC
N/A—9,388-9,388-100%$1.1M———
Headlands Technologies LLC
N/A—9,110-9,110-100%$1.1M———
Nicolet Bankshares Inc
N/A—9,047-9,047-100%$1.1M———
TAGStone Capital, Inc.
N/A—8,976-8,976-100%$1.1M———
Mosaic Family Wealth Partners, LLC
N/A—8,933-8,933-100%$1.1M———
IFG Advisory, LLC
N/A—8,927-8,927-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—8,531-8,531-100%$1.0M———
GTS Securities LLC
N/A—8,471-8,471-100%$1.0M———
Vestmark Advisory Solutions, Inc.
N/A—8,378-8,378-100%$1.0M———
Tobias Financial Advisors, Inc.
N/A—8,293-8,293-100%$1.0M———
Hexagon Capital Partners LLC
N/A—7,913-7,913-100%$960.8K———
Rather & Kittrell, Inc.
N/A—7,895-7,895-100%$958.6K———
Colter Lewis Investment Partners LLC
N/A—7,644-7,644-100%$928.1K———
Sankala Group LLC
N/A—7,454-7,454-100%$905.3K———
Tidal Investments LLC
N/A—7,401-7,401-100%$898.6K———
Balyasny Asset Management L.P.
N/A—7,400-7,400-100%$898.5K———
Arax Advisory Partners
N/A—7,390-7,390-100%$897.3K———
Westfuller Advisors, LLC
N/A—7,119-7,119-100%$864.4K———
IEQ Capital, LLC
N/A—7,018-7,018-100%$852.1K———
Oversea-Chinese Banking Corp Ltd
N/A—6,835-6,835-100%$829.8K———
Lombard Odier Asset Management (Switzerland) SA
N/A—6,673-6,673-100%$810.2K———
Quantbot Technologies LP
N/A—6,654-6,654-100%$807.9K———
Betterment LLC
N/A—6,539-6,539-100%$794.0K———
Cary Street Partners Financial LLC
N/A—6,487-6,487-100%$787.7K———
M3 Advisory Group, LLC
N/A—6,466-6,466-100%$785.1K———
Integrated Wealth Concepts LLC
N/A—6,353-6,353-100%$771.4K———
Caerus Investment Advisors, LLC
N/A—6,189-6,189-100%$751.4K———
Pacific Financial Group Inc
N/A—6,136-6,136-100%$745.0K———
Federation des caisses Desjardins du Quebec
N/A—6,103-6,103-100%$740.9K———
Arkadios Wealth Advisors
N/A—5,972-5,972-100%$725.2K———
Bogart Wealth, LLC
N/A—5,952-5,952-100%$722.7K———
Pinnacle Financial Partners, Inc.
N/A—5,770-5,770-100%$700.7K———
Benjamin Edwards Inc
N/A—5,687-5,687-100%$690.5K———
Kera Capital Partners, Inc.
N/A—5,684-5,684-100%$690.2K———
Marble Wealth, LLC
N/A—5,615-5,615-100%$681.7K———
Savvy Advisors, Inc.
N/A—5,457-5,457-100%$662.6K———
Pennington Partners & Co., LLC
N/A—5,339-5,339-100%$648.3K———
Aptus Capital Advisors, LLC
N/A—5,272-5,272-100%$640.1K———
Pine Valley Investments Ltd Liability Co
N/A—5,078-5,078-100%$616.6K———
Mutual Advisors, LLC
N/A—5,023-5,023-100%$609.9K———
BBR Partners, LLC
N/A—4,852-4,852-100%$589.1K———
Russell Investments Group, Ltd.
N/A—4,785-4,785-100%$581.1K———
Oxinas Partners, LLC
N/A—4,724-4,724-100%$573.6K———
Financial Advisors Network, Inc.
N/A—4,610-4,610-100%$559.7K———
Alexander Labrunerie & Co., Inc.
N/A—4,597-4,597-100%$558.2K———
Curi Capital, LLC
N/A—4,514-4,514-100%$548.1K———
Institute for Wealth Management, Llc.
N/A—4,434-4,434-100%$538.4K———
Wealthspire Advisors, LLC
N/A—4,244-4,244-100%$515.3K———
SageView Advisory Group, LLC
N/A—4,179-4,179-100%$507.4K———
Flputnam Investment Management Co
N/A—4,119-4,119-100%$500.1K———
Composition Wealth, LLC
N/A—4,025-4,025-100%$488.7K———
MidFirst Bank
N/A—3,995-3,995-100%$485.1K———
First Commonwealth Financial Corp
N/A—3,970-3,970-100%$482.0K———
QRG Capital Management, Inc.
N/A—3,935-3,935-100%$477.8K———
Vanguard Advisers Inc
N/A—3,835-3,835-100%$465.7K———
SEI Investments Co
N/A—3,814-3,814-100%$463.1K———
Quotient Wealth Partners, LLC
N/A—3,672-3,672-100%$445.9K———
Noble Wealth Partners LLC
N/A—3,566-3,566-100%$433.0K———
OneDigital Investment Advisors LLC
N/A—3,508-3,508-100%$425.9K———
World Investment Advisors
N/A—3,498-3,498-100%$397.2K———
PFG Investments, LLC
N/A—3,427-3,427-100%$416.1K———
Ancora Advisors LLCA
N/A—3,413-3,413-100%$414.4K———
FLP Wealth Management, LLC
N/A—3,330-3,330-100%$404.3K———
Fort Sheridan Advisors LLC
N/A—3,253-3,253-100%$395.0K———
Resolute Advisors LLC
N/A—3,099-3,099-100%$376.3K———
Ceeto Capital Group, LLC
N/A—3,000-3,000-100%$364.0K———
HFG Advisors, Inc.
N/A—2,710-2,710-100%$329.0K———
FSA Advisors, Inc.
N/A—2,696-2,696-100%$327.3K———
CVA Family Office, LLC
N/A—2,695-2,695-100%$327.2K———
O'rourke & Company, Inc
N/A—2,617-2,617-100%$317.8K———
Whittier Trust Co of Nevada Inc
N/A—2,573-2,573-100%$308.1K———
D. E. Shaw & Co., Inc.
N/A—2,481-2,481-100%$301.2K———
Principal Securities, Inc.
N/A—2,466-2,466-100%$299.4K———
Jane Street Group, LLC
N/A—2,457-2,457-100%$298.3K———
Swan Global Investments, LLC
N/A—2,427-2,427-100%$294.7K———
Smith, Moore & Co.
N/A—2,375-2,375-100%$288.4K———
Pgim Custom Harvest LLC
N/A—2,373-2,373-100%$288.2K———
Brand Asset Management Group, Inc.
N/A—2,356-2,356-100%$286.1K———
Harvest Investment Advisors, LLC
N/A—2,305-2,305-100%$279.9K———
AssuredPartners Investment Advisors, LLC
N/A—2,304-2,304-100%$279.7K———
Evernest Financial Advisors, LLC
N/A—2,280-2,280-100%$276.8K———
Peregrine Asset Advisers, Inc.
N/A—2,268-2,268-100%$275.4K———
Focus Partners Advisor Solutions, LLC
N/A—2,228-2,228-100%$270.6K———
Silver OAK Securities, Incorporated
N/A—2,219-2,219-100%$269.4K———
Thoroughbred Financial Services, LLC
N/A—2,216-2,216-100%$269.0K———
Franklin Resources Inc
N/A—2,185-2,185-100%$265.3K———
Shelton Capital Management
N/A—2,183-2,183-100%$265.0K———
Summit Financial, LLC
N/A—2,179-2,179-100%$264.6K———
Guardian Wealth Advisors, LLC / NC
N/A—2,143-2,143-100%$260.2K———
Madison Wealth Partners, Inc
N/A—2,065-2,065-100%$250.8K———
Sequoia Financial Advisors, LLC
N/A—2,055-2,055-100%$249.5K———
Nwam LLC
N/A—2,029-2,029-100%$246.4K———
Advance Capital Management, Inc.
N/A—2,019-2,019-100%$245.1K———
Pasadena Private Wealth, LLC
N/A—2,017-2,017-100%$244.9K———
Sound View Wealth Advisors Group, LLC
N/A—2,009-2,009-100%$244.0K———
Aegis Wealth Management LLC
N/A—2,000-2,000-100%$242.8K———
New Republic Capital, LLC
N/A—1,960-1,960-100%$238.0K———
Perennial Investment Advisors, LLC
N/A—1,957-1,957-100%$237.6K———
Tyche Wealth Partners LLC
N/A—1,949-1,949-100%$236.6K———
Essex Financial Services, Inc.
N/A—1,935-1,935-100%$234.9K———
Independent Advisor Alliance
N/A—1,911-1,911-100%$232.0K———
Vawter Financial, Ltd.
N/A—1,904-1,904-100%$231.2K———
Financial Alternatives, Inc
N/A—1,900-1,900-100%$230.7K———
Continuum Advisory, LLC
N/A—1,886-1,886-100%$229.0K———
Whalerock Point Partners, LLC
N/A—1,880-1,880-100%$228.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,854-1,854-100%$225.1K———
Edgestream Partners, L.P.
N/A—1,820-1,820-100%$221.0K———
BFC Planning, Inc.
N/A—1,762-1,762-100%$213.9K———
Phoenix Financial Ltd.
N/A—1,746-1,746-100%$212.0K———
Godfrey Financial Associates, Inc.
N/A—1,718-1,718-100%$208.5K———
Bragg Financial Advisors, Inc
N/A—1,703-1,703-100%$206.8K———
Fortune Financial Advisors, LLC
N/A—1,700-1,700-100%$206.4K———
Gateway Wealth Partners, LLC
N/A—1,698-1,698-100%$206.2K———
Red Door Wealth Management, LLC
N/A—1,698-1,698-100%$206.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,649-1,649-100%$200.2K———
Ameritas Advisory Services, LLC
N/A—1,614-1,614-100%$196.0K———
Whittier Trust Co
N/A—1,594-1,594-100%$192.5K———
Centaurus Financial, Inc.
N/A—1,589-1,589-100%$193.0K———
WealthShield Partners, LLC
N/A—1,567-1,567-100%$190.3K———
Huntington National Bank
N/A—1,473-1,473-100%$178.9K———
McMillan Office, Inc.
N/A—1,400-1,400-100%$173.0K———
Howe & Rusling Inc
N/A—1,391-1,391-100%$168.9K———
Allworth Financial LP
N/A—1,348-1,348-100%$163.7K———
Ramirez Asset Management, Inc.
N/A—1,332-1,332-100%$161.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,321-1,321-100%$160.4K———
Geneos Wealth Management Inc.
N/A—1,247-1,247-100%$151.4K———
Atlantic Union Bankshares Corp
N/A—1,215-1,215-100%$147.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,141-1,141-100%$138.5K———
National Bank of Canada
N/A—1,084-1,084-100%$131.6K———
Vanguard National Trust Co
N/A—658-658-100%$79.9K———
Walsh & Associates, LLC
N/A—636-636-100%$77.2K———
SouthState Bank Corp
N/A—591-591-100%$71.8K———
Fiduciary Financial Advisors
N/A—586-586-100%$71.2K———
HM Payson & Co
N/A—580-580-100%$70.4K———
EFG International AG
N/A—564-564-100%$68.6K———
Napier Financial, LLC
N/A—560-560-100%$68.0K———
Graney & King, LLC
N/A—517-517-100%$62.8K———
BankPlus Trust Department
N/A—483-483-100%$58.6K———
Wellington Grp LLC
N/A—472-472-100%$47.3K———
Founders Financial Alliance, LLC
N/A—440-440-100%$53.4K———
Greykasell Wealth Strategies, Inc.
N/A—439-439-100%$53.3K———
Marshall Investment Management, LLC
N/A—429-429-100%$52.1K———
Steigerwald, Gordon & Koch Inc.
N/A—410-410-100%$49.8K———
10Elms LLP
N/A—400-400-100%$48.6K———
BOK Financial Private Wealth, Inc.
N/A—360-360-100%$43.7K———
Bellevue Asset Management, LLC
N/A—336-336-100%$40.9K———
HHM Wealth Advisors, LLC
N/A—334-334-100%$40.6K———
Pinney & Scofield, Inc.
N/A—279-279-100%$33.9K———
Private Wealth Asset Management, LLC
N/A—258-258-100%$31.3K———
Synergy Investment Management, LLC
N/A—254-254-100%$30.8K———
Tiaa Wealth Investment Management LLC
N/A—248-248-100%$30.0K———
Allied Private Wealth LLC
N/A—227-227-100%$26.9K———
Topsail Wealth Management, LLC
N/A—215-215-100%$26.1K———
Ankerstar Wealth, LLC
N/A—198-198-100%$24.1K———
Rothschild Investment LLC
N/A—196-196-100%$23.8K———
FAS Wealth Partners, Inc.
N/A—181-181-100%$22.0K———
Bard Associates Inc
N/A—168-168-100%$20.4K———
HighMark Wealth Management LLC
N/A—157-157-100%$19.0K———
N.E.W. Advisory Services LLC
N/A—152-152-100%$18.5K———
Security National Bank of SO DAK
N/A—141-141-100%$17.1K———
Hollencrest Capital Management
N/A—135-135-100%$16.4K———
Kilter Group LLC
N/A—135-135-100%$16.4K———
LRI Investments, LLC
N/A—127-127-100%$15.4K———
Broadwater Capital Management LLC
N/A—110-110-100%$13.4K———
Logan Capital Management Inc
N/A—100-100-100%$12.1K———
Rexford Capital Inc
N/A—91-91-100%$11.0K———
Financial Life Planners
N/A—89-89-100%$10.8K———
Horizon Investments, LLC
N/A—89-89-100%$10.8K———
Benson Wealth Management Inc
N/A—85-85-100%$10.3K———
Capital Analysts, LLC
N/A—70-70-100%$8———
Anchor Bay Capital, Inc.
N/A—65-65-100%$7.9K———
Cambient Family Office, LLC
N/A—62-62-100%$7.5K———
VSM Wealth Advisory, LLC
N/A—62-62-100%$7.6K———
Glassman Wealth Services
N/A—57-57-100%$6.9K———
Strategic Investment Solutions, Inc.
N/A—56-56-100%$6.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—52-52-100%$6.3K———
Tower Research Capital LLC (TRC)
N/A—48-48-100%$5.8K———
Motco
N/A—47-47-100%$5.7K———
Meramec Financial Planners, LLC
N/A—46-46-100%$5.4K———
Anchor Investment Management, LLC
N/A—41-41-100%$5.0K———
Horizon Kinetics Asset Management LLC
N/A—40-40-100%$4.9K———
1 North Wealth Services LLC
N/A—33-33-100%$4.0K———
Millstone Evans Group, LLC
N/A—29-29-100%$3.5K———
SOA Wealth Advisors, Llc.
N/A—21-21-100%$2.6K———
Keating Financial Advisory Services, Inc.
N/A—14-14-100%$1.7K———
Mark Sheptoff Financial Planning, LLC
N/A—9-9-100%$1.1K———
Delos Wealth Advisors, LLC
N/A—8-8-100%$972———
Bernard Wealth Management Corp.
N/A—7-7-100%$850———
Beaird Harris Wealth Management, LLC
N/A—5-5-100%$608———
Talon Private Wealth, LLC
N/A—5-5-100%$658———
Strive Financial Group,LLC
N/A—4-4-100%$486———
Frazier Financial Advisors, LLC
N/A—4-4-100%$489———
Coston, McIsaac & Partners
N/A—3-3-100%$0———
Strategic Wealth Partners, Ltd.
N/A—00—$8———
Showing 786 of 786 institutions