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Wisdomtree US Smallcap Divid (DES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,360,033 from 1,397,957
Change-37,924 (-3%)
Value$51.5M (-$5.3M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares1,313,727 from 1,339,636
Change-25,909 (-2%)
Value$49.8M (-$4.7M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares729,311 from 741,283
Change-11,972 (-2%)
Value$27.6M (-$2.5M)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares337,685 from 334,790
Change+2,895 (+1%)
Value$12.8M (-$821.0K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares321,787 from 281,370
Change+40,417 (+14%)
Value$12.2M (+$749.6K)
Filed 2026-11-05
Allen Investment Management, LLC
UNCHANGED
Shares293,475 from 293,475
Change0 (0%)
Value$11.1M (-$783.6K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares282,892 from 286,502
Change-3,610 (-1%)
Value$10.7M (-$933.3K)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares267,640 from 268,651
Change-1,011 (0%)
Value$10.1M (-$785.2K)
Filed 2026-11-02
Del-Sette Capital Management, LLC
INCREASED
Shares217,551 from 210,229
Change+7,322 (+3%)
Value$8.2M (-$307.0K)
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares188,734 from 212,265
Change-23,531 (-11%)
Value$7.2M (-$1.5M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares184,403 from 234,957
Change-50,554 (-22%)
Value$7.0M (-$2.6M)
Filed 2026-11-02
Melone Private Wealth, LLC
INCREASED
Shares177,366 from 173,362
Change+4,004 (+2%)
Value$6.7M (-$330.2K)
Filed 2026-10-16
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares167,110 from 162,148
Change+4,962 (+3%)
Value$6.3M (-$262.7K)
Filed 2026-10-08
Summit Investment Advisors, Inc.\KS
INCREASED
Shares166,881 from 163,029
Change+3,852 (+2%)
Value$6.3M (-$307.3K)
Filed 2026-11-05
Key FInancial Inc
DECREASED
Shares149,519 from 155,418
Change-5,899 (-4%)
Value$5.7M (-$655.6K)
Filed 2026-11-02
Stonebridge Wealth Management, LLC
DECREASED
Shares146,092 from 146,670
Change-578 (0%)
Value$5.5M (-$429.6K)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares133,809 from 128,207
Change+5,602 (+4%)
Value$5.1M (-$144.1K)
Filed 2026-10-27
Parcion Private Wealth LLC
UNCHANGED
Shares128,500 from 128,500
Change0 (0%)
Value$4.9M (-$357.2K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares117,108 from 113,225
Change+3,883 (+3%)
Value$4.5M (-$47.9K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares108,771 from 103,830
Change+4,941 (+5%)
Value$4.1M (-$86.2K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
DECREASED
Shares95,418 from 100,523
Change-5,105 (-5%)
Value$3.6M (-$472.9K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares91,326 from 91,178
Change+148 (+0%)
Value$3.5M (-$247.9K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares86,288 from 78,490
Change+7,798 (+10%)
Value$3.3K (-$3.2M)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares78,200 from 75,255
Change+2,945 (+4%)
Value$3.0M (-$97.6K)
Filed 2026-10-08
Vaughan & Co Securities, Inc.
DECREASED
Shares77,378 from 78,361
Change-983 (-1%)
Value$2.9M (-$255.1K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares73,236 from 73,407
Change-171 (0%)
Value$2.8M (-$210.5K)
Filed 2026-10-30
Total Clarity Wealth Management, Inc.
INCREASED
Shares71,609 from 71,231
Change+378 (+1%)
Value$2.7M (-$183.7K)
Filed 2026-10-26
Marathon Strategic Advisors, LLC
INCREASED
Shares71,380 from 66,967
Change+4,413 (+7%)
Value$2.7M (-$18.9K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED
Shares70,723 from 70,780
Change-57 (0%)
Value$2.7M (-$198.9K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares69,121 from 70,085
Change-964 (-1%)
Value$2.6M (-$231.4K)
Filed 2026-11-06
Aspen Investment Management Inc
DECREASED
Shares58,555 from 58,678
Change-123 (0%)
Value$2.2K (-$168)
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
DECREASED
Shares57,993 from 59,927
Change-1,934 (-3%)
Value$2.2M (-$239.9K)
Filed 2026-10-16
Financial Advisory Partners, LLC
INCREASED
Shares55,010 from 54,670
Change+340 (+1%)
Value$2.1M (-$139.1K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares54,625 from 55,611
Change-986 (-2%)
Value$2.1M (-$192.0K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares53,896 from 48,384
Change+5,512 (+11%)
Value$2.0M (+$74.4K)
Filed 2026-10-08
Beacon Financial Group
DECREASED
Shares53,617 from 57,354
Change-3,737 (-7%)
Value$2.0M (-$301.1K)
Filed 2026-10-19
Midwest Trust Co
DECREASED
Shares53,528 from 55,283
Change-1,755 (-3%)
Value$2.0M (-$220.2K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares53,010 from 56,182
Change-3,172 (-6%)
Value$2.0K (-$2.3M)
Filed 2026-11-02
FFG Retirement Advisors LLC
DECREASED
Shares52,633 from 52,981
Change-348 (-1%)
Value$2.0M (-$160.4K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares50,128 from 50,460
Change-332 (-1%)
Value$1.9M (-$150.8K)
Filed 2026-10-29
Investment Research Partners LLC
INCREASED
Shares49,124 from 47,948
Change+1,176 (+2%)
Value$1.9M (-$88.7K)
Filed 2026-10-19
Powers Advisory Group, LLC
DECREASED
Shares48,864 from 48,890
Change-26 (0%)
Value$1.9M (-$136.9K)
Filed 2026-10-14
TopTier Wealth Management, LLC
DECREASED
Shares48,707 from 52,099
Change-3,392 (-7%)
Value$1.8M (-$273.4K)
Filed 2026-10-16
Jnba Financial Advisors
DECREASED
Shares48,667 from 49,918
Change-1,251 (-3%)
Value$1.8M (-$186.2K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares47,808 from 51,844
Change-4,036 (-8%)
Value$1.8M (-$297.1K)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares45,889 from 48,715
Change-2,826 (-6%)
Value$1.7M (-$242.5K)
Filed 2026-10-30
F&V Capital Management, LLC
INCREASED
Shares44,069 from 40,105
Change+3,964 (+10%)
Value$1.7K (-$1.6M)
Filed 2026-10-19
Invested Advisors
DECREASED
Shares42,573 from 42,836
Change-263 (-1%)
Value$1.6M (-$129.1K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares41,881 from 42,857
Change-976 (-2%)
Value$1.6M (-$156.1K)
Filed 2026-11-04
Wealthcare Capital Partners, LLC
INCREASED
Shares40,064 from 37,815
Change+2,249 (+6%)
Value$1.5M (-$19.9K)
Filed 2026-10-21
Old North State Wealth Management, LLC
DECREASED
Shares39,863 from 40,663
Change-800 (-2%)
Value$1.5M (-$143.3K)
Filed 2026-10-22
Platform Technology Partners
UNCHANGED
Shares39,781 from 39,781
Change0 (0%)
Value$1.5M (-$110.6K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares39,456 from 35,184
Change+4,272 (+12%)
Value$1.5M (+$64.1K)
Filed 2026-10-26
Paragon Private Wealth Management, LLC
INCREASED
Shares37,633 from 34,306
Change+3,327 (+10%)
Value$1.4M (+$30.7K)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
DECREASED
Shares36,599 from 36,725
Change-126 (0%)
Value$1.4M (-$105.4K)
Filed 2026-10-09
Copper Harbor Investment Advisors, LLC
DECREASED
Shares36,169 from 36,307
Change-138 (0%)
Value$1.4M (-$106.2K)
Filed 2026-10-16
Uhlmann Price Securities, LLC
INCREASED
Shares35,345 from 15,245
Change+20,100 (+132%)
Value$1.3M (+$719.3K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
INCREASED
Shares33,827 from 33,778
Change+49 (+0%)
Value$1.3M (-$92.0K)
Filed 2026-10-14
Waterfront Wealth Inc.
INCREASED
Shares33,133 from 33,132
Change+1 (0%)
Value$1.3M (-$48.4K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares33,030 from 32,512
Change+518 (+2%)
Value$1.3M (-$70.7K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares33,001 from 33,451
Change-450 (-1%)
Value$1.3M (-$110.0K)
Filed 2026-10-26
IAG Wealth Partners, LLC
DECREASED
Shares32,978 from 35,057
Change-2,079 (-6%)
Value$1.2M (-$176.2K)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares31,554 from 37,933
Change-6,379 (-17%)
Value$1.2M (-$285.7K)
Filed 2026-11-06
Cowa, LLC
INCREASED
Shares31,112 from 29,371
Change+1,741 (+6%)
Value$1.2M (-$15.7K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares28,992 from 5,002
Change+23,990 (+480%)
Value$1.1M (+$895.3K)
Filed 2026-11-06
Connecticut Wealth Management, LLC
UNCHANGED
Shares27,545 from 27,545
Change0 (0%)
Value$1.0M (-$76.6K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares26,180 from 28,839
Change-2,659 (-9%)
Value$992.2K (-$181.0K)
Filed 2026-10-21
Apella Capital, LLC
DECREASED
Shares25,957 from 26,457
Change-500 (-2%)
Value$992.6K (-$66.7K)
Filed 2026-10-08
Hengehold Capital Management LLC
INCREASED
Shares25,769 from 25,752
Change+17 (+0%)
Value$976.6K (-$71.0K)
Filed 2026-10-16
Bokf, NA
DECREASED
Shares23,803 from 25,458
Change-1,655 (-6%)
Value$902.1K (-$133.5K)
Filed 2026-10-27
NewSquare Capital LLC
INCREASED
Shares22,934 from 22,140
Change+794 (+4%)
Value$869.2K (-$31.5K)
Filed 2026-11-06
Kondo Wealth Advisors, Inc.
INCREASED
Shares22,748 from 22,622
Change+126 (+1%)
Value$862.2K (-$58.1K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares22,654 from 19,999
Change+2,655 (+13%)
Value$858.6K (+$45.0K)
Filed 2026-10-16
Clearwater Capital Advisors, LLC
UNCHANGED
Shares22,417 from 22,417
Change0 (0%)
Value$849.6K (-$62.3K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares21,790 from 21,680
Change+110 (+1%)
Value$825.8K (-$56.1K)
Filed 2026-11-05
HBK Sorce Advisory LLC
DECREASED
Shares20,898 from 25,334
Change-4,436 (-18%)
Value$806.9K (-$239.4K)
Filed 2026-11-06
Investment Partners Asset Management, Inc.
INCREASED
Shares20,012 from 19,442
Change+570 (+3%)
Value$758.5K (-$32.4K)
Filed 2026-10-09
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares19,417 from 18,934
Change+483 (+3%)
Value$735.9K (-$34.3K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares19,292 from 19,292
Change0 (0%)
Value$731.2K (-$53.6K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares19,284 from 20,775
Change-1,491 (-7%)
Value$730.9K (-$114.3K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares18,744 from 17,415
Change+1,329 (+8%)
Value$710.4K (+$2.0K)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares18,628 from 18,723
Change-95 (-1%)
Value$706.0K (-$55.6K)
Filed 2026-11-06
Integrity Alliance, Llc.
DECREASED
Shares18,424 from 19,399
Change-975 (-5%)
Value$698.3K (-$90.9K)
Filed 2026-10-29
Avail Investment Partners, LLC
INCREASED
Shares18,234 from 16,733
Change+1,501 (+9%)
Value$691.1K (+$10.4K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares18,077 from 17,434
Change+643 (+4%)
Value$685.1K (-$24.1K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares17,899 from 19,459
Change-1,560 (-8%)
Value$678.4K (-$113.2K)
Filed 2026-10-14
Seek First Inc.
INCREASED
Shares17,279 from 17,194
Change+85 (+0%)
Value$654.9K (-$44.6K)
Filed 2026-10-27
Csenge Advisory Group
UNCHANGED
Shares16,587 from 16,587
Change0 (0%)
Value$628.6K (-$46.1K)
Filed 2026-11-04
Infinity Wealth Counsel, LLC
INCREASED
Shares15,940 from 15,740
Change+200 (+1%)
Value$604.1K (-$36.2K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares15,062 from 14,221
Change+841 (+6%)
Value$570.9K (-$7.7K)
Filed 2026-10-26
Marino, Stram & Associates LLC
DECREASED
Shares14,936 from 15,103
Change-167 (-1%)
Value$566.1K (-$48.3K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares14,505 from 14,140
Change+365 (+3%)
Value$549.8K (-$25.5K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares14,223 from 14,264
Change-41 (0%)
Value$539.1K (-$41.2K)
Filed 2026-11-03
Aprio Wealth Management, LLC
NEW
Shares14,040
Change+14,040
Value$532.1K
Filed 2026-10-28
Anson Capital, Inc.
INCREASED
Shares13,731 from 12,398
Change+1,333 (+11%)
Value$520.4K (+$16.1K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
DECREASED
Shares13,659 from 14,832
Change-1,173 (-8%)
Value$517.7K (-$85.7K)
Filed 2026-10-22
Abundance Wealth Counselors
DECREASED
Shares13,650 from 14,602
Change-952 (-7%)
Value$517.3K (-$76.7K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares13,536 from 13,436
Change+100 (+1%)
Value$513.0K (-$33.6K)
Filed 2026-10-14
Kavar Capital Partners Group, LLC
UNCHANGED
Shares13,249 from 13,249
Change0 (0%)
Value$502.1K (-$36.8K)
Filed 2026-11-06
Integrated Advisors Network LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$492.7K (-$36.1K)
Filed 2026-10-20
Sharper & Granite LLC
UNCHANGED
Shares12,860 from 12,860
Change0 (0%)
Value$462.2K (-$61.0K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares12,564 from 12,055
Change+509 (+4%)
Value$476.2K (-$14.3K)
Filed 2026-10-19
New Hampshire Trust
DECREASED
Shares12,420 from 14,374
Change-1,954 (-14%)
Value$470.7K (-$114.0K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares11,990 from 11,972
Change+18 (+0%)
Value$465.8K (-$21.7K)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares11,780 from 11,801
Change-21 (0%)
Value$446.5K (-$33.6K)
Filed 2026-10-28
Integral Investment Advisors, Inc.
UNCHANGED
Shares11,580 from 11,580
Change0 (0%)
Value$438.9K (-$32.2K)
Filed 2026-11-03
Montecito Bank & Trust
DECREASED
Shares10,769 from 12,779
Change-2,010 (-16%)
Value$408.1K (-$111.7K)
Filed 2026-10-01
First National Trust Co
DECREASED
Shares10,668 from 11,284
Change-616 (-5%)
Value$404.3K (-$54.7K)
Filed 2026-10-28
Collar Capital Management, LLC
DECREASED
Shares10,593 from 11,193
Change-600 (-5%)
Value$401.5K (-$53.9K)
Filed 2026-10-28
TigerOak Management, L.L.C.
INCREASED
Shares10,494 from 10,026
Change+468 (+5%)
Value$397.7K (-$10.1K)
Filed 2026-10-23
Brady Family Wealth, LLC
UNCHANGED
Shares10,174 from 10,174
Change0 (0%)
Value$385.6K (-$28.3K)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$379.0K (-$27.8K)
Filed 2026-10-23
Phillip James Consulting Co.
NEW
Shares9,927
Change+9,927
Value$376.2K
Filed 2026-11-03
Collaborative Wealth Managment Inc.
INCREASED
Shares9,909 from 9,908
Change+1 (+0%)
Value$375.5K (-$27.5K)
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares9,680 from 10,021
Change-341 (-3%)
Value$366.9K (-$40.8K)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
DECREASED
Shares9,462 from 9,829
Change-367 (-4%)
Value$358.6K (-$41.2K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares9,403 from 8,823
Change+580 (+7%)
Value$356.4K (-$2.6K)
Filed 2026-11-05
VestGen Advisors, LLC
UNCHANGED
Shares9,099 from 9,099
Change0 (0%)
Value$344.9K (-$25.3K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares8,991 from 8,603
Change+388 (+5%)
Value$340.7K (-$9.2K)
Filed 2026-10-15
Arlington Financial Advisors, LLC
NEW
Shares8,629
Change+8,629
Value$327.0K
Filed 2026-10-19
Robinson Smith Wealth Advisors LLC
DECREASED
Shares8,603 from 8,690
Change-87 (-1%)
Value$326.1K (-$27.5K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares8,590 from 8,608
Change-18 (0%)
Value$325.6K (-$24.6K)
Filed 2026-10-13
Verdence Capital Advisors LLC
DECREASED
Shares8,565 from 8,587
Change-22 (0%)
Value$324.6K (-$24.7K)
Filed 2026-10-26
Pinnacle Financial Group, LLC / IL
INCREASED
Shares8,563 from 8,263
Change+300 (+4%)
Value$324.6K (-$11.6K)
Filed 2026-10-29
Plimoth Trust Co LLC
UNCHANGED
Shares7,980 from 7,980
Change0 (0%)
Value$302.4K (-$22.2K)
Filed 2026-10-26
Moller Wealth Partners
UNCHANGED
Shares7,939 from 7,939
Change0 (0%)
Value$300.9K (-$22.1K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares7,549 from 7,579
Change-30 (0%)
Value$286 (-$307.7K)
Filed 2026-10-26
Trilogy Capital Inc.
DECREASED
Shares7,404 from 7,496
Change-92 (-1%)
Value$280.6K (-$24.3K)
Filed 2026-10-20
MGO One Seven LLC
NEW
Shares7,329
Change+7,329
Value$277.8K
Filed 2026-10-28
Invenio Wealth Partners LLC
UNCHANGED
Shares7,234 from 7,234
Change0 (0%)
Value$274.2K (-$20.1K)
Filed 2026-10-20
Midland Wealth Advisors, LLC
UNCHANGED
Shares7,099 from 7,099
Change0 (0%)
Value$269.1K (-$19.7K)
Filed 2026-10-26
Meridian Investment Counsel Inc.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$265.3K (-$19.5K)
Filed 2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED
Shares6,962 from 7,262
Change-300 (-4%)
Value$263.9K (-$31.6K)
Filed 2026-10-14
Bison Wealth, LLC
DECREASED
Shares6,959 from 7,094
Change-135 (-2%)
Value$266.4K (-$19.1K)
Filed 2026-10-13
Vicus Capital
DECREASED
Shares6,843 from 8,050
Change-1,207 (-15%)
Value$259.3K (-$68.1K)
Filed 2026-11-05
Argyle Capital Partners, LLC
INCREASED
Shares6,601 from 6,487
Change+114 (+2%)
Value$250.2K (-$13.7K)
Filed 2026-10-23
Rockingstone Advisors LLC
UNCHANGED
Shares6,565 from 6,565
Change0 (0%)
Value$248.8K (-$18.3K)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares6,486 from 6,409
Change+77 (+1%)
Value$245.8K (-$14.9K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares6,410 from 7,236
Change-826 (-11%)
Value$242.9K (-$51.4K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
DECREASED
Shares6,408 from 6,635
Change-227 (-3%)
Value$242.9K (-$27.1K)
Filed 2026-10-13
Wrenne Financial Planning LLC
DECREASED
Shares6,346 from 6,347
Change-1 (0%)
Value$240.5K (-$17.6K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares6,207 from 5,910
Change+297 (+5%)
Value$235.2K (-$5.2K)
Filed 2026-11-04
Clark Asset Management, LLC
UNCHANGED
Shares6,183 from 6,183
Change0 (0%)
Value$234.3K (-$17.2K)
Filed 2026-10-19
US Bancorp \de\
UNCHANGED
Shares6,164 from 6,164
Change0 (0%)
Value$233.6K (-$17.1K)
Filed 2026-11-05
Southern Michigan Bank & Trust
DECREASED
Shares6,091 from 6,152
Change-61 (-1%)
Value$230.8K (-$19.4K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,068 from 6,159
Change-91 (-1%)
Value$230.0K (-$20.6K)
Filed 2026-11-03
Accredited Investors Inc.
UNCHANGED
Shares5,906 from 5,906
Change0 (0%)
Value$223.8K (-$16.4K)
Filed 2026-11-03
Vise Technologies, Inc.
NEW
Shares5,771
Change+5,771
Value$218.7K
Filed 2026-10-29
Aviance Capital Partners, LLC
INCREASED
Shares5,771 from 5,764
Change+7 (+0%)
Value$218.7K (-$15.7K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares5,692 from 5,692
Change0 (0%)
Value$231.6K ($0)
Filed 2026-11-06
Caldwell Trust Co
UNCHANGED
Shares5,480 from 5,480
Change0 (0%)
Value$207.7K (-$15.2K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares5,379 from 5,000
Change+379 (+8%)
Value$203.9K (+$464)
Filed 2026-10-30
CX Institutional
INCREASED
Shares5,316 from 5,284
Change+32 (+1%)
Value$201 (-$14)
Filed 2026-10-02
Revolve Wealth Partners, LLC
UNCHANGED
Shares5,299 from 5,299
Change0 (0%)
Value$200.8K (-$14.7K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares4,904 from 5,052
Change-148 (-3%)
Value$185.9K (-$19.7K)
Filed 2026-10-07
Versant Capital Management, Inc
UNCHANGED
Shares4,432 from 4,432
Change0 (0%)
Value$168.0K (-$12.3K)
Filed 2026-10-02
Evolution Wealth Management Inc.
UNCHANGED
Shares3,459 from 3,459
Change0 (0%)
Value$131.1K (-$9.6K)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$122.0K (-$9.0K)
Filed 2026-10-28
Viewpoint Capital Management LLC
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$108.2K (-$7.9K)
Filed 2026-10-27
Montag A & Associates Inc
NEW
Shares2,854
Change+2,854
Value$108.2K
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares2,728 from 997
Change+1,731 (+174%)
Value$103.4K (+$62.8K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares2,657 from 2,582
Change+75 (+3%)
Value$100.7K (-$4.3K)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares2,430 from 3,249
Change-819 (-25%)
Value$92.1K (-$40.1K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,070 from 2,057
Change+13 (+1%)
Value$78 (-$83.9K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$76.1K (-$5.6K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares1,778
Change+1,778
Value$67.4K
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares1,707 from 1,707
Change0 (0%)
Value$64.7K (-$4.7K)
Filed 2026-10-26
GGM Financial LLC
INCREASED
Shares1,662 from 1,656
Change+6 (+0%)
Value$63.0K (-$4.4K)
Filed 2026-11-05
Evermay Wealth Management LLC
UNCHANGED
Shares1,597 from 1,597
Change0 (0%)
Value$60.5K (-$4.4K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$59.9K (-$4.4K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
NEW
Shares1,509
Change+1,509
Value$58.3K
Filed 2026-11-04
Aspect Partners, LLC
INCREASED
Shares1,266 from 1,262
Change+4 (+0%)
Value$48.0K (-$3.4K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares1,193 from 1,143
Change+50 (+4%)
Value$45.2K (-$1.3K)
Filed 2026-10-22
Align Financial, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$44.3K (-$3.3K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$41.3K (-$3.0K)
Filed 2026-10-27
Asset Planning,Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$39.8K (-$2.9K)
Filed 2026-10-26
Kennebec Savings Bank
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$39.0K (-$2.9K)
Filed 2026-10-22
Main Street Group, LTD
DECREASED
Shares992 from 1,551
Change-559 (-36%)
Value$37.6K (-$25.5K)
Filed 2026-10-28
Holos Integrated Wealth LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$30.9K (-$1.5K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$27.9K (-$2.0K)
Filed 2026-10-21
Sfam, LLC
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$26.6K (-$2.0K)
Filed 2026-11-03
United Community Bank
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$25.1K (-$1.8K)
Filed 2026-10-28
Fairman Group, LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$24.6K (-$1.8K)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$22.2K (-$1.6K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares582 from 578
Change+4 (+1%)
Value$22.0K (-$1.5K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$21.3K (-$1.6K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
INCREASED
Shares555 from 552
Change+3 (+1%)
Value$21.0K (-$1.4K)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.0K (-$1.4K)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$18.6K (-$1.4K)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$17.4K (-$1.3K)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$13.6K (-$995)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$11.0K (-$806)
Filed 2026-10-06
Piscataqua Savings Bank
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$9.8K (-$720)
Filed 2026-10-21
KFG LLC
NEW
Shares250
Change+250
Value$9.5K
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares242 from 850
Change-608 (-72%)
Value$9.2K (-$25.4K)
Filed 2026-11-06
Downshift Financial, LLC
NEW
Shares236
Change+236
Value$8.9K
Filed 2026-10-13
Bayban
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$9.6K ($0)
Filed 2026-11-05
Eukles Asset Management
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$8.9K (-$650)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares229
Change+229
Value$8.7K
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.6K (-$556)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares162
Change+162
Value$6.1K
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$5.5K (-$403)
Filed 2026-11-04
1620 Investment Advisors, Inc.
NEW
Shares115
Change+115
Value$4.4K
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$3.9K (-$286)
Filed 2026-11-02
Central Trust Co
NEW
Shares100
Change+100
Value$3.8K
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.8K (-$278)
Filed 2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.9K (-$139)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.6K (-$71)
Filed 2026-10-29
Rosenberg Matthew Hamilton
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.2K (-$89)
Filed 2026-10-05
IMG Wealth Management, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.2K (-$79)
Filed 2026-10-27
Clearstead Trust, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$796 (-$58)
Filed 2026-11-06
Citigroup Inc
NEW
Shares2
Change+2
Value$76
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 8,638
Change-8,638 (-100%)
Value$0 (-$351.4K)
Filed 2026-10-14
Sterling Investment Counsel, LLC
CLOSED
Shares0 from 8,434
Change-8,434 (-100%)
Value$0 (-$343.1K)
Filed 2026-10-19
RFG Advisory, LLC
CLOSED
Shares0 from 5,863
Change-5,863 (-100%)
Value$0 (-$238.5K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 5,266
Change-5,266 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-05
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 5,110
Change-5,110 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-30
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 4,936
Change-4,936 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-27
River Street Advisors LLC
CLOSED
Shares0 from 4,734
Change-4,734 (-100%)
Value$0 (-$192.6K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 3,684
Change-3,684 (-100%)
Value$0 (-$149.9K)
Filed 2026-11-06
Vestor Capital, LLC
CLOSED
Shares0 from 1,222
Change-1,222 (-100%)
Value$0 (-$53)
Filed 2026-11-04
DecisionPoint Financial, LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-16
Register Financial Advisors LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-23
Bell Investment Advisors, Inc
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$570)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 2,828,155
Change-2,828,155 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,443,644
Change-2,443,644 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,343,918
Change-1,343,918 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,045,207
Change-1,045,207 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 870,701
Change-870,701 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 854,626
Change-854,626 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 822,698
Change-822,698 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 748,428
Change-748,428 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 712,899
Change-712,899 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 686,604
Change-686,604 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 419,458
Change-419,458 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 327,587
Change-327,587 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 324,017
Change-324,017 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 249,762
Change-249,762 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 224,123
Change-224,123 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 206,337
Change-206,337 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 202,258
Change-202,258 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 189,509
Change-189,509 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 168,384
Change-168,384 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 157,674
Change-157,674 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 156,000
Change-156,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 150,823
Change-150,823 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 149,198
Change-149,198 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 140,984
Change-140,984 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 139,847
Change-139,847 (-100%)
Value—
Croban
N/A
Shares— from 129,615
Change-129,615 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 128,971
Change-128,971 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 124,232
Change-124,232 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 121,735
Change-121,735 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 86,110
Change-86,110 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 86,095
Change-86,095 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 85,644
Change-85,644 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 75,796
Change-75,796 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 73,900
Change-73,900 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 70,986
Change-70,986 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 68,545
Change-68,545 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 65,910
Change-65,910 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 61,398
Change-61,398 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59,026
Change-59,026 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 58,393
Change-58,393 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 57,791
Change-57,791 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 56,955
Change-56,955 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 55,734
Change-55,734 (-100%)
Value—
&partners
N/A
Shares— from 52,867
Change-52,867 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 46,138
Change-46,138 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 44,821
Change-44,821 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 40,797
Change-40,797 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,395
Change-40,395 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 39,695
Change-39,695 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 33,305
Change-33,305 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 32,717
Change-32,717 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 32,708
Change-32,708 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,404
Change-32,404 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 31,150
Change-31,150 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,412
Change-27,412 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 27,260
Change-27,260 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 26,420
Change-26,420 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 26,411
Change-26,411 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,566
Change-25,566 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 25,480
Change-25,480 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 23,936
Change-23,936 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,591
Change-23,591 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,290
Change-23,290 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,247
Change-23,247 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 23,018
Change-23,018 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,014
Change-23,014 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 22,872
Change-22,872 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 20,299
Change-20,299 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,190
Change-20,190 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 20,160
Change-20,160 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 20,070
Change-20,070 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,993
Change-18,993 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,614
Change-17,614 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,537
Change-17,537 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,378
Change-17,378 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 16,274
Change-16,274 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,069
Change-16,069 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,428
Change-15,428 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 15,093
Change-15,093 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,918
Change-14,918 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 14,841
Change-14,841 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,241
Change-14,241 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 13,884
Change-13,884 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 13,724
Change-13,724 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,542
Change-13,542 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 12,905
Change-12,905 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 12,869
Change-12,869 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 12,365
Change-12,365 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 10,382
Change-10,382 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 10,138
Change-10,138 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 9,454
Change-9,454 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 9,075
Change-9,075 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,588
Change-8,588 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 6,596
Change-6,596 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 827
Change-827 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 630
Change-630 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 468
Change-468 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 329
Change-329 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 210
Change-210 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,360,0331,397,957-37,924-3%$56.9M$51.5M-$5.3M2026-11-06
Creative Planning
DECREASED1,313,7271,339,636-25,909-2%$54.5M$49.8M-$4.7M2026-11-02
Keybank National Association
DECREASED729,311741,283-11,972-2%$30.2M$27.6M-$2.5M2026-11-04
Valmark Advisers, Inc.
INCREASED337,685334,790+2,895+1%$13.6M$12.8M-$821.0K2026-11-06
Bank of New York Mellon Corp
INCREASED321,787281,370+40,417+14%$11.4M$12.2M+$749.6K2026-11-05
Allen Investment Management, LLC
UNCHANGED293,475293,47500%$11.9M$11.1M-$783.6K2026-11-03
Assetmark, Inc
DECREASED282,892286,502-3,610-1%$11.7M$10.7M-$933.3K2026-10-21
Kestra Advisory Services, LLC
DECREASED267,640268,651-1,0110%$10.9M$10.1M-$785.2K2026-11-02
Del-Sette Capital Management, LLC
INCREASED217,551210,229+7,322+3%$8.6M$8.2M-$307.0K2026-10-23
BIP Wealth, LLC
DECREASED188,734212,265-23,531-11%$8.6M$7.2M-$1.5M2026-10-22
Commonwealth Equity Services, LLC
DECREASED184,403234,957-50,554-22%$9.6M$7.0M-$2.6M2026-11-02
Melone Private Wealth, LLC
INCREASED177,366173,362+4,004+2%$7.1M$6.7M-$330.2K2026-10-16
Lee, Kelleher & Klein Wealth Management
INCREASED167,110162,148+4,962+3%$6.6M$6.3M-$262.7K2026-10-08
Summit Investment Advisors, Inc.\KS
INCREASED166,881163,029+3,852+2%$6.6M$6.3M-$307.3K2026-11-05
Key FInancial Inc
DECREASED149,519155,418-5,899-4%$6.3M$5.7M-$655.6K2026-11-02
Stonebridge Wealth Management, LLC
DECREASED146,092146,670-5780%$6.0M$5.5M-$429.6K2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED133,809128,207+5,602+4%$5.2M$5.1M-$144.1K2026-10-27
Parcion Private Wealth LLC
UNCHANGED128,500128,50000%$5.2M$4.9M-$357.2K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED117,108113,225+3,883+3%$4.5M$4.5M-$47.9K2026-10-13
AdvisorNet Financial, Inc
INCREASED108,771103,830+4,941+5%$4.2M$4.1M-$86.2K2026-10-15
Wealthcare Advisory Partners LLC
DECREASED95,418100,523-5,105-5%$4.1M$3.6M-$472.9K2026-10-21
Evanson Financial, LLC
INCREASED91,32691,178+148+0%$3.7M$3.5M-$247.9K2026-10-23
Thrivent Financial for Lutherans
INCREASED86,28878,490+7,798+10%$3.2M$3.3K-$3.2M2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED78,20075,255+2,945+4%$3.1M$3.0M-$97.6K2026-10-08
Vaughan & Co Securities, Inc.
DECREASED77,37878,361-983-1%$3.2M$2.9M-$255.1K2026-10-23
Truist Financial Corp
DECREASED73,23673,407-1710%$3.0M$2.8M-$210.5K2026-10-30
Total Clarity Wealth Management, Inc.
INCREASED71,60971,231+378+1%$2.9M$2.7M-$183.7K2026-10-26
Marathon Strategic Advisors, LLC
INCREASED71,38066,967+4,413+7%$2.7M$2.7M-$18.9K2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED70,72370,780-570%$2.9M$2.7M-$198.9K2026-10-13
Merit Financial Group, LLC
DECREASED69,12170,085-964-1%$2.9M$2.6M-$231.4K2026-11-06
Aspen Investment Management Inc
DECREASED58,55558,678-1230%$2.4K$2.2K-$1682026-11-05
Founders Grove Wealth Partners, LLC
DECREASED57,99359,927-1,934-3%$2.4M$2.2M-$239.9K2026-10-16
Financial Advisory Partners, LLC
INCREASED55,01054,670+340+1%$2.2M$2.1M-$139.1K2026-10-23
Modera Wealth Management, LLC
DECREASED54,62555,611-986-2%$2.3M$2.1M-$192.0K2026-10-28
Farther Finance Advisors, LLC
INCREASED53,89648,384+5,512+11%$2.0M$2.0M+$74.4K2026-10-08
Beacon Financial Group
DECREASED53,61757,354-3,737-7%$2.3M$2.0M-$301.1K2026-10-19
Midwest Trust Co
DECREASED53,52855,283-1,755-3%$2.2M$2.0M-$220.2K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED53,01056,182-3,172-6%$2.3M$2.0K-$2.3M2026-11-02
FFG Retirement Advisors LLC
DECREASED52,63352,981-348-1%$2.2M$2.0M-$160.4K2026-10-20
Salomon & Ludwin, LLC
DECREASED50,12850,460-332-1%$2.1M$1.9M-$150.8K2026-10-29
Investment Research Partners LLC
INCREASED49,12447,948+1,176+2%$2.0M$1.9M-$88.7K2026-10-19
Powers Advisory Group, LLC
DECREASED48,86448,890-260%$2.0M$1.9M-$136.9K2026-10-14
TopTier Wealth Management, LLC
DECREASED48,70752,099-3,392-7%$2.1M$1.8M-$273.4K2026-10-16
Jnba Financial Advisors
DECREASED48,66749,918-1,251-3%$2.0M$1.8M-$186.2K2026-11-03
180 Wealth Advisors, LLC
DECREASED47,80851,844-4,036-8%$2.1M$1.8M-$297.1K2026-11-03
Ascent Group, LLC
DECREASED45,88948,715-2,826-6%$2.0M$1.7M-$242.5K2026-10-30
F&V Capital Management, LLC
INCREASED44,06940,105+3,964+10%$1.6M$1.7K-$1.6M2026-10-19
Invested Advisors
DECREASED42,57342,836-263-1%$1.7M$1.6M-$129.1K2026-10-23
Wesbanco Bank Inc
DECREASED41,88142,857-976-2%$1.7M$1.6M-$156.1K2026-11-04
Wealthcare Capital Partners, LLC
INCREASED40,06437,815+2,249+6%$1.5M$1.5M-$19.9K2026-10-21
Old North State Wealth Management, LLC
DECREASED39,86340,663-800-2%$1.7M$1.5M-$143.3K2026-10-22
Platform Technology Partners
UNCHANGED39,78139,78100%$1.6M$1.5M-$110.6K2026-11-02
Oppenheimer & Co Inc
INCREASED39,45635,184+4,272+12%$1.4M$1.5M+$64.1K2026-10-26
Paragon Private Wealth Management, LLC
INCREASED37,63334,306+3,327+10%$1.4M$1.4M+$30.7K2026-10-20
Inspirion Wealth Advisors, LLC
DECREASED36,59936,725-1260%$1.5M$1.4M-$105.4K2026-10-09
Copper Harbor Investment Advisors, LLC
DECREASED36,16936,307-1380%$1.5M$1.4M-$106.2K2026-10-16
Uhlmann Price Securities, LLC
INCREASED35,34515,245+20,100+132%$620.1K$1.3M+$719.3K2026-11-03
SC&H Financial Advisors, Inc.
INCREASED33,82733,778+49+0%$1.4M$1.3M-$92.0K2026-10-14
Waterfront Wealth Inc.
INCREASED33,13333,132+10%$1.3M$1.3M-$48.4K2026-11-03
Apollon Wealth Management, LLC
INCREASED33,03032,512+518+2%$1.3M$1.3M-$70.7K2026-10-23
Independence Bank of Kentucky
DECREASED33,00133,451-450-1%$1.4M$1.3M-$110.0K2026-10-26
IAG Wealth Partners, LLC
DECREASED32,97835,057-2,079-6%$1.4M$1.2M-$176.2K2026-11-06
Savant Capital, LLC
DECREASED31,55437,933-6,379-17%$1.5M$1.2M-$285.7K2026-11-06
Cowa, LLC
INCREASED31,11229,371+1,741+6%$1.2M$1.2M-$15.7K2026-10-30
PNC Financial Services Group, Inc.
INCREASED28,9925,002+23,990+480%$203.5K$1.1M+$895.3K2026-11-06
Connecticut Wealth Management, LLC
UNCHANGED27,54527,54500%$1.1M$1.0M-$76.6K2026-10-13
NBT Bank, N.A.
DECREASED26,18028,839-2,659-9%$1.2M$992.2K-$181.0K2026-10-21
Apella Capital, LLC
DECREASED25,95726,457-500-2%$1.1M$992.6K-$66.7K2026-10-08
Hengehold Capital Management LLC
INCREASED25,76925,752+17+0%$1.0M$976.6K-$71.0K2026-10-16
Bokf, NA
DECREASED23,80325,458-1,655-6%$1.0M$902.1K-$133.5K2026-10-27
NewSquare Capital LLC
INCREASED22,93422,140+794+4%$900.7K$869.2K-$31.5K2026-11-06
Kondo Wealth Advisors, Inc.
INCREASED22,74822,622+126+1%$920.4K$862.2K-$58.1K2026-10-19
IFP Advisors, Inc
INCREASED22,65419,999+2,655+13%$813.6K$858.6K+$45.0K2026-10-16
Clearwater Capital Advisors, LLC
UNCHANGED22,41722,41700%$911.9K$849.6K-$62.3K2026-11-06
Fifth Third Bancorp
INCREASED21,79021,680+110+1%$881.9K$825.8K-$56.1K2026-11-05
HBK Sorce Advisory LLC
DECREASED20,89825,334-4,436-18%$1.0M$806.9K-$239.4K2026-11-06
Investment Partners Asset Management, Inc.
INCREASED20,01219,442+570+3%$790.9K$758.5K-$32.4K2026-10-09
Sumitomo Mitsui Trust Group, Inc.
INCREASED19,41718,934+483+3%$770.2K$735.9K-$34.3K2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED19,29219,29200%$784.8K$731.2K-$53.6K2026-10-16
Harbor Investment Advisory, LLC
DECREASED19,28420,775-1,491-7%$845.1K$730.9K-$114.3K2026-10-13
Independent Financial Group, LLC
INCREASED18,74417,415+1,329+8%$708.5K$710.4K+$2.0K2026-10-13
Clearstead Advisors, LLC
DECREASED18,62818,723-95-1%$761.6K$706.0K-$55.6K2026-11-06
Integrity Alliance, Llc.
DECREASED18,42419,399-975-5%$789.2K$698.3K-$90.9K2026-10-29
Avail Investment Partners, LLC
INCREASED18,23416,733+1,501+9%$680.7K$691.1K+$10.4K2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED18,07717,434+643+4%$709.3K$685.1K-$24.1K2026-10-16
Mather Group, Llc.
DECREASED17,89919,459-1,560-8%$791.6K$678.4K-$113.2K2026-10-14
Seek First Inc.
INCREASED17,27917,194+85+0%$699.5K$654.9K-$44.6K2026-10-27
Csenge Advisory Group
UNCHANGED16,58716,58700%$674.8K$628.6K-$46.1K2026-11-04
Infinity Wealth Counsel, LLC
INCREASED15,94015,740+200+1%$640.3K$604.1K-$36.2K2026-10-15
Lanark Financial, Inc.
INCREASED15,06214,221+841+6%$578.5K$570.9K-$7.7K2026-10-26
Marino, Stram & Associates LLC
DECREASED14,93615,103-167-1%$614.4K$566.1K-$48.3K2026-10-22
Sigma Planning Corp
INCREASED14,50514,140+365+3%$575.2K$549.8K-$25.5K2026-10-23
United Advisor Group, LLC
DECREASED14,22314,264-410%$580.2K$539.1K-$41.2K2026-11-03
Aprio Wealth Management, LLC
NEW14,040—+14,040——$532.1K—2026-10-28
Anson Capital, Inc.
INCREASED13,73112,398+1,333+11%$504.4K$520.4K+$16.1K2026-10-23
Insight Advisors, LLC/ PA
DECREASED13,65914,832-1,173-8%$603.4K$517.7K-$85.7K2026-10-22
Abundance Wealth Counselors
DECREASED13,65014,602-952-7%$594.0K$517.3K-$76.7K2026-10-26
Focus Financial Network, Inc.
INCREASED13,53613,436+100+1%$546.6K$513.0K-$33.6K2026-10-14
Kavar Capital Partners Group, LLC
UNCHANGED13,24913,24900%$539.0K$502.1K-$36.8K2026-11-06
Integrated Advisors Network LLC
UNCHANGED13,00013,00000%$528.8K$492.7K-$36.1K2026-10-20
Sharper & Granite LLC
UNCHANGED12,86012,86000%$523.1K$462.2K-$61.0K2026-11-02
Diversified Enterprises, LLC
INCREASED12,56412,055+509+4%$490.4K$476.2K-$14.3K2026-10-19
New Hampshire Trust
DECREASED12,42014,374-1,954-14%$584.7K$470.7K-$114.0K2026-10-20
Chicago Partners Investment Group LLC
INCREASED11,99011,972+18+0%$487.5K$465.8K-$21.7K2026-10-27
Founders Financial Securities LLC
DECREASED11,78011,801-210%$480.1K$446.5K-$33.6K2026-10-28
Integral Investment Advisors, Inc.
UNCHANGED11,58011,58000%$471.1K$438.9K-$32.2K2026-11-03
Montecito Bank & Trust
DECREASED10,76912,779-2,010-16%$519.9K$408.1K-$111.7K2026-10-01
First National Trust Co
DECREASED10,66811,284-616-5%$459.0K$404.3K-$54.7K2026-10-28
Collar Capital Management, LLC
DECREASED10,59311,193-600-5%$455.3K$401.5K-$53.9K2026-10-28
TigerOak Management, L.L.C.
INCREASED10,49410,026+468+5%$407.9K$397.7K-$10.1K2026-10-23
Brady Family Wealth, LLC
UNCHANGED10,17410,17400%$413.9K$385.6K-$28.3K2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED10,00010,00000%$406.8K$379.0K-$27.8K2026-10-23
Phillip James Consulting Co.
NEW9,927—+9,927——$376.2K—2026-11-03
Collaborative Wealth Managment Inc.
INCREASED9,9099,908+1+0%$403.0K$375.5K-$27.5K2026-11-06
Pinnacle Associates LTD
DECREASED9,68010,021-341-3%$407.7K$366.9K-$40.8K2026-10-20
Cherry Tree Wealth Management, LLC
DECREASED9,4629,829-367-4%$399.8K$358.6K-$41.2K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED9,4038,823+580+7%$358.9K$356.4K-$2.6K2026-11-05
VestGen Advisors, LLC
UNCHANGED9,0999,09900%$370.1K$344.9K-$25.3K2026-10-27
Atria Investments, Inc
INCREASED8,9918,603+388+5%$350.0K$340.7K-$9.2K2026-10-15
Arlington Financial Advisors, LLC
NEW8,629—+8,629——$327.0K—2026-10-19
Robinson Smith Wealth Advisors LLC
DECREASED8,6038,690-87-1%$353.5K$326.1K-$27.5K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED8,5908,608-180%$350.2K$325.6K-$24.6K2026-10-13
Verdence Capital Advisors LLC
DECREASED8,5658,587-220%$349.3K$324.6K-$24.7K2026-10-26
Pinnacle Financial Group, LLC / IL
INCREASED8,5638,263+300+4%$336.2K$324.6K-$11.6K2026-10-29
Plimoth Trust Co LLC
UNCHANGED7,9807,98000%$324.6K$302.4K-$22.2K2026-10-26
Moller Wealth Partners
UNCHANGED7,9397,93900%$323.0K$300.9K-$22.1K2026-10-15
Park Avenue Securities LLC
DECREASED7,5497,579-300%$308.0K$286-$307.7K2026-10-26
Trilogy Capital Inc.
DECREASED7,4047,496-92-1%$304.9K$280.6K-$24.3K2026-10-20
MGO One Seven LLC
NEW7,329—+7,329——$277.8K—2026-10-28
Invenio Wealth Partners LLC
UNCHANGED7,2347,23400%$294.3K$274.2K-$20.1K2026-10-20
Midland Wealth Advisors, LLC
UNCHANGED7,0997,09900%$288.8K$269.1K-$19.7K2026-10-26
Meridian Investment Counsel Inc.
UNCHANGED7,0007,00000%$284.8K$265.3K-$19.5K2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED6,9627,262-300-4%$295.4K$263.9K-$31.6K2026-10-14
Bison Wealth, LLC
DECREASED6,9597,094-135-2%$285.5K$266.4K-$19.1K2026-10-13
Vicus Capital
DECREASED6,8438,050-1,207-15%$327.5K$259.3K-$68.1K2026-11-05
Argyle Capital Partners, LLC
INCREASED6,6016,487+114+2%$263.9K$250.2K-$13.7K2026-10-23
Rockingstone Advisors LLC
UNCHANGED6,5656,56500%$267.1K$248.8K-$18.3K2026-10-16
MCF Advisors LLC
INCREASED6,4866,409+77+1%$260.7K$245.8K-$14.9K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED6,4107,236-826-11%$294.4K$242.9K-$51.4K2026-10-23
Signal Advisors Wealth, LLC
DECREASED6,4086,635-227-3%$269.9K$242.9K-$27.1K2026-10-13
Wrenne Financial Planning LLC
DECREASED6,3466,347-10%$258.2K$240.5K-$17.6K2026-10-30
Lido Advisors, LLC
INCREASED6,2075,910+297+5%$240.4K$235.2K-$5.2K2026-11-04
Clark Asset Management, LLC
UNCHANGED6,1836,18300%$251.5K$234.3K-$17.2K2026-10-19
US Bancorp \de\
UNCHANGED6,1646,16400%$250.8K$233.6K-$17.1K2026-11-05
Southern Michigan Bank & Trust
DECREASED6,0916,152-61-1%$250.3K$230.8K-$19.4K2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED6,0686,159-91-1%$250.5K$230.0K-$20.6K2026-11-03
Accredited Investors Inc.
UNCHANGED5,9065,90600%$240.3K$223.8K-$16.4K2026-11-03
Vise Technologies, Inc.
NEW5,771—+5,771——$218.7K—2026-10-29
Aviance Capital Partners, LLC
INCREASED5,7715,764+7+0%$234.5K$218.7K-$15.7K2026-10-29
Allworth Financial LP
UNCHANGED5,6925,69200%$231.6K$231.6K$02026-11-06
Caldwell Trust Co
UNCHANGED5,4805,48000%$222.9K$207.7K-$15.2K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED5,3795,000+379+8%$203.4K$203.9K+$4642026-10-30
CX Institutional
INCREASED5,3165,284+32+1%$215$201-$142026-10-02
Revolve Wealth Partners, LLC
UNCHANGED5,2995,29900%$215.6K$200.8K-$14.7K2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED4,9045,052-148-3%$205.5K$185.9K-$19.7K2026-10-07
Versant Capital Management, Inc
UNCHANGED4,4324,43200%$180.3K$168.0K-$12.3K2026-10-02
Evolution Wealth Management Inc.
UNCHANGED3,4593,45900%$140.7K$131.1K-$9.6K2026-10-28
Chilton Capital Management LLC
UNCHANGED3,2203,22000%$131.0K$122.0K-$9.0K2026-10-28
Viewpoint Capital Management LLC
UNCHANGED2,8562,85600%$116.2K$108.2K-$7.9K2026-10-27
Montag A & Associates Inc
NEW2,854—+2,854——$108.2K—2026-10-29
Rossby Financial, LCC
INCREASED2,728997+1,731+174%$40.6K$103.4K+$62.8K2026-11-05
CoreCap Advisors, LLC
INCREASED2,6572,582+75+3%$105.0K$100.7K-$4.3K2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED2,4303,249-819-25%$132.2K$92.1K-$40.1K2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED2,0702,057+13+1%$84.0K$78-$83.9K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED2,0082,00800%$81.7K$76.1K-$5.6K2026-10-23
Ascentis Independent Advisors
NEW1,778—+1,778——$67.4K—2026-11-03
First Horizon Corp
UNCHANGED1,7071,70700%$69.4K$64.7K-$4.7K2026-10-26
GGM Financial LLC
INCREASED1,6621,656+6+0%$67.4K$63.0K-$4.4K2026-11-05
Evermay Wealth Management LLC
UNCHANGED1,5971,59700%$65.0K$60.5K-$4.4K2026-11-05
Trust Co of Vermont
UNCHANGED1,5801,58000%$64.3K$59.9K-$4.4K2026-10-21
Allspring Global Investments Holdings, LLC
NEW1,509—+1,509——$58.3K—2026-11-04
Aspect Partners, LLC
INCREASED1,2661,262+4+0%$51.3K$48.0K-$3.4K2026-10-20
SBI Securities Co., Ltd.
INCREASED1,1931,143+50+4%$46.5K$45.2K-$1.3K2026-10-22
Align Financial, LLC
UNCHANGED1,1701,17000%$47.6K$44.3K-$3.3K2026-10-16
Cassaday & Co Wealth Management LLC
UNCHANGED1,0911,09100%$44.4K$41.3K-$3.0K2026-10-27
Asset Planning,Inc
UNCHANGED1,0501,05000%$42.7K$39.8K-$2.9K2026-10-26
Kennebec Savings Bank
UNCHANGED1,0301,03000%$41.9K$39.0K-$2.9K2026-10-22
Main Street Group, LTD
DECREASED9921,551-559-36%$63.1K$37.6K-$25.5K2026-10-28
Holos Integrated Wealth LLC
UNCHANGED81081000%$32.4K$30.9K-$1.5K2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED73573500%$29.9K$27.9K-$2.0K2026-10-21
Sfam, LLC
UNCHANGED70170100%$28.5K$26.6K-$2.0K2026-11-03
United Community Bank
UNCHANGED66266200%$26.9K$25.1K-$1.8K2026-10-28
Fairman Group, LLC
UNCHANGED64864800%$26.4K$24.6K-$1.8K2026-10-26
Compass Financial Management LLC
UNCHANGED58658600%$23.8K$22.2K-$1.6K2026-10-30
Larson Financial Group LLC
INCREASED582578+4+1%$23.5K$22.0K-$1.5K2026-11-05
Asset Dedication, LLC
UNCHANGED56156100%$22.8K$21.3K-$1.6K2026-11-03
Harbor Asset Planning, Inc.
INCREASED555552+3+1%$22.4K$21.0K-$1.4K2026-10-23
Spire Wealth Management
UNCHANGED50050000%$20.3K$19.0K-$1.4K2026-10-30
SJS Investment Consulting Inc.
UNCHANGED49049000%$19.9K$18.6K-$1.4K2026-10-26
North Star Investment Management Corp.
UNCHANGED46046000%$18.7K$17.4K-$1.3K2026-10-27
Triumph Capital Management
UNCHANGED35835800%$14.6K$13.6K-$9952026-10-14
Bank of New Hampshire
UNCHANGED29029000%$11.8K$11.0K-$8062026-10-06
Piscataqua Savings Bank
UNCHANGED25825800%$10.5K$9.8K-$7202026-10-21
KFG LLC
NEW250—+250——$9.5K—2026-11-02
Russell Investments Group, Ltd.
DECREASED242850-608-72%$34.6K$9.2K-$25.4K2026-11-06
Downshift Financial, LLC
NEW236—+236——$8.9K—2026-10-13
Bayban
UNCHANGED23523500%$9.6K$9.6K$02026-11-05
Eukles Asset Management
UNCHANGED23423400%$9.5K$8.9K-$6502026-11-04
Provenance Wealth Advisors, LLC
NEW229—+229——$8.7K—2026-10-30
Signaturefd, LLC
UNCHANGED20020000%$8.1K$7.6K-$5562026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED18618600%$8$7-$12026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW162—+162——$6.1K—2026-10-14
Creative Financial Designs Inc
UNCHANGED14514500%$5.9K$5.5K-$4032026-11-04
1620 Investment Advisors, Inc.
NEW115—+115——$4.4K—2026-11-04
Reap Financial Group, LLC
UNCHANGED10310300%$4.2K$3.9K-$2862026-11-02
Central Trust Co
NEW100—+100——$3.8K—2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED10010000%$4.1K$3.8K-$2782026-10-15
JFS Wealth Advisors, LLC
UNCHANGED505000%$2.0K$1.9K-$1392026-11-03
Kozak & Associates, Inc.
UNCHANGED414100%$1.7K$1.6K-$712026-10-29
Rosenberg Matthew Hamilton
UNCHANGED323200%$1.3K$1.2K-$892026-10-05
IMG Wealth Management, Inc.
UNCHANGED313100%$1.3K$1.2K-$792026-10-27
Clearstead Trust, LLC
UNCHANGED212100%$854$796-$582026-11-06
Citigroup Inc
NEW2—+2——$76—2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED08,638-8,638-100%$351.4K$0-$351.4K2026-10-14
Sterling Investment Counsel, LLC
CLOSED08,434-8,434-100%$343.1K$0-$343.1K2026-10-19
RFG Advisory, LLC
CLOSED05,863-5,863-100%$238.5K$0-$238.5K2026-11-03
Ferguson Wellman Capital Management, Inc
CLOSED05,266-5,266-100%$214.2K$0-$214.2K2026-10-05
TCI Wealth Advisors, Inc.
CLOSED05,110-5,110-100%$207.9K$0-$207.9K2026-10-30
San Luis Wealth Advisors LLC
CLOSED04,936-4,936-100%$200.8K$0-$200.8K2026-10-27
River Street Advisors LLC
CLOSED04,734-4,734-100%$192.6K$0-$192.6K2026-10-22
Institute for Wealth Management, Llc.
CLOSED03,684-3,684-100%$149.9K$0-$149.9K2026-11-06
Vestor Capital, LLC
CLOSED01,222-1,222-100%$53$0-$532026-11-04
DecisionPoint Financial, LLC
CLOSED0271-271-100%$11.0K$0-$11.0K2026-10-27
Cornerstone Planning Group LLC
CLOSED0268-268-100%$11.0K$0-$11.0K2026-10-16
Register Financial Advisors LLC
CLOSED090-90-100%$3.7K$0-$3.7K2026-10-23
Bell Investment Advisors, Inc
CLOSED014-14-100%$570$0-$5702026-10-29
Morgan Stanley
N/A—2,828,155-2,828,155-100%$115.0M———
Bank of America Corp
N/A—2,443,644-2,443,644-100%$99.4M———
UBS Group AG
N/A—1,343,918-1,343,918-100%$54.7M———
M&T Bank Corp
N/A—1,045,207-1,045,207-100%$42.5M———
Mercer Global Advisors Inc
N/A—870,701-870,701-100%$35.4M———
Jones Financial Companies Lllp
N/A—854,626-854,626-100%$34.9M———
Wells Fargo & Company
N/A—822,698-822,698-100%$33.5M———
Raymond James Financial Inc
N/A—748,428-748,428-100%$30.4M———
Huntington National Bank
N/A—712,899-712,899-100%$29.0M———
Royal Bank of Canada
N/A—686,604-686,604-100%$27.9M———
Ameriprise Financial Inc
N/A—419,458-419,458-100%$17.1M———
Cetera Investment Advisers
N/A—327,587-327,587-100%$13.3M———
Destination Wealth Management
N/A—324,017-324,017-100%$13.2M———
Envestnet Asset Management Inc
N/A—249,762-249,762-100%$10.2M———
Curi Capital, LLC
N/A—224,123-224,123-100%$9.1M———
HC Advisors, LLC
N/A—206,337-206,337-100%$8.4M———
Osaic Holdings, Inc.
N/A—202,258-202,258-100%$8.2M———
One Wealth Map LLC
N/A—189,509-189,509-100%$7.7M———
JPMorgan Chase & Co
N/A—168,384-168,384-100%$6.8M———
Cascade Financial Partners, LLC
N/A—157,674-157,674-100%$6.4M———
Two Sigma Investments, LP
N/A—156,000-156,000-100%$6.3M———
Stifel Financial Corp
N/A—150,823-150,823-100%$6.1M———
Baird Financial Group, Inc.
N/A—149,198-149,198-100%$6.1M———
Prosperity Consulting Group, LLC
N/A—140,984-140,984-100%$5.7M———
Rockefeller Capital Management L.P.
N/A—139,847-139,847-100%$5.7M———
Croban
N/A—129,615-129,615-100%$5.3M———
Janney Montgomery Scott LLC
N/A—128,971-128,971-100%$5.2M———
Three Bearings Fiduciary Advisors, Inc.
N/A—124,232-124,232-100%$5.1M———
Frazier Financial Advisors, LLC
N/A—121,735-121,735-100%$5.0M———
Steward Partners Investment Advisory, LLC
N/A—86,110-86,110-100%$3.5M———
Waverly Advisors, LLC
N/A—86,095-86,095-100%$3.5M———
Focus Partners Wealth
N/A—85,644-85,644-100%$3.5M———
Farmers National Bank
N/A—75,796-75,796-100%$3.1M———
HighTower Advisors, LLC
N/A—73,900-73,900-100%$3.0M———
Cerity Partners LLC
N/A—70,986-70,986-100%$2.9M———
Stock Yards Bank & Trust Co
N/A—68,545-68,545-100%$2.8M———
Capital Analysts, LLC
N/A—65,910-65,910-100%$2.7M———
Citadel Advisors LLC
N/A—61,398-61,398-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—59,026-59,026-100%$2.4M———
Goldman Sachs Group Inc
N/A—58,393-58,393-100%$2.4M———
Cahill Financial Advisors Inc
N/A—57,791-57,791-100%$2.4M———
MML Investors Services, LLC
N/A—56,955-56,955-100%$2.3M———
Glen Eagle Advisors, LLC
N/A—55,734-55,734-100%$2.3M———
&partners
N/A—52,867-52,867-100%$2.2M———
Advisory Services Network, LLC
N/A—46,138-46,138-100%$1.9M———
Arkadios Wealth Advisors
N/A—44,821-44,821-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—40,797-40,797-100%$1.7M———
Susquehanna International Group, LLP
N/A—40,395-40,395-100%$1.6M———
World Investment Advisors
N/A—39,695-39,695-100%$1.4M———
Pasadena Private Wealth, LLC
N/A—33,305-33,305-100%$1.4M———
Natixis Advisors, LLC
N/A—32,717-32,717-100%$1.3M———
Principal Securities, Inc.
N/A—32,708-32,708-100%$1.3M———
Arax Advisory Partners
N/A—32,404-32,404-100%$1.3M———
NewEdge Advisors, LLC
N/A—31,150-31,150-100%$1.3M———
Mariner, LLC
N/A—27,412-27,412-100%$1.1M———
IFG Advisory, LLC
N/A—27,260-27,260-100%$1.1M———
Petra Financial Advisors Inc
N/A—26,420-26,420-100%$1.1M———
Spinnaker Trust
N/A—26,411-26,411-100%$1.1M———
AQR Capital Management LLC
N/A—25,566-25,566-100%$1.0M———
Private Advisor Group, LLC
N/A—25,480-25,480-100%$1.0M———
Fiduciary Financial Advisors
N/A—23,936-23,936-100%$973.2K———
Beacon Pointe Advisors, LLC
N/A—23,591-23,591-100%$959.7K———
FMR LLC
N/A—23,290-23,290-100%$947.4K———
Integrated Wealth Concepts LLC
N/A—23,247-23,247-100%$945.7K———
BOK Financial Private Wealth, Inc.
N/A—23,018-23,018-100%$936.4K———
Composition Wealth, LLC
N/A—23,014-23,014-100%$936.2K———
Smith, Moore & Co.
N/A—22,872-22,872-100%$930.4K———
Brown Advisory Inc
N/A—20,299-20,299-100%$825.8K———
Orion Porfolio Solutions, LLC
N/A—20,190-20,190-100%$821.3K———
Aptus Capital Advisors, LLC
N/A—20,160-20,160-100%$820.1K———
Columbia River Financial Group, LLC
N/A—20,070-20,070-100%$816.0K———
Focus Partners Advisor Solutions, LLC
N/A—18,993-18,993-100%$772.7K———
Gladstone Institutional Advisory LLC
N/A—17,614-17,614-100%$716.5K———
IHT Wealth Management, LLC
N/A—17,537-17,537-100%$713.4K———
Rehmann Capital Advisory Group
N/A—17,378-17,378-100%$706.9K———
Empirical Asset Management, LLC
N/A—16,274-16,274-100%$662.0K———
LOM Asset Management Ltd
N/A—16,200-16,200-100%$659.0K———
Great Valley Advisor Group, Inc.
N/A—16,069-16,069-100%$653.6K———
Sanctuary Advisors, LLC
N/A—15,428-15,428-100%$627.6K———
AssuredPartners Investment Advisors, LLC
N/A—15,093-15,093-100%$614.0K———
Captrust Financial Advisors
N/A—14,918-14,918-100%$606.9K———
Prime Buchholz LLC
N/A—14,841-14,841-100%$603.7K———
BlackRock, Inc.
N/A—14,241-14,241-100%$579.3K———
Arkos Global Advisors
N/A—13,884-13,884-100%$565.0K———
Round Rock Advisors LLC
N/A—13,724-13,724-100%$558.3K———
Equitable Holdings, Inc.
N/A—13,542-13,542-100%$550.9K———
EP Wealth Advisors, LLC
N/A—13,520-13,520-100%$550.0K———
BlueStem Wealth Partners, LLC
N/A—12,905-12,905-100%$525.0K———
McNamara Financial Services, Inc.
N/A—12,869-12,869-100%$523.5K———
Trustmark Bank Trust Department
N/A—12,594-12,594-100%$512.3K———
JT Stratford LLC
N/A—12,365-12,365-100%$503.0K———
UBS Asset Management Americas LLC
N/A—11,732-11,732-100%$477.3K———
United Capital Financial Advisors, LLC
N/A—11,585-11,585-100%$470.7K———
Hancock Whitney Corp
N/A—10,953-10,953-100%$445.6K———
Ally Invest Advisors Inc.
N/A—10,807-10,807-100%$439.6K———
Prepared Retirement Institute LLC
N/A—10,382-10,382-100%$422.3K———
Navis Wealth Advisors, LLC
N/A—10,138-10,138-100%$412.4K———
Gallagher Fiduciary Advisors, LLC
N/A—10,049-10,049-100%$408.8K———
Harbour Investments, Inc.
N/A—9,699-9,699-100%$394.6K———
New Insight Wealth Advisors
N/A—9,654-9,654-100%$392.7K———
Bank of Montreal
N/A—9,556-9,556-100%$388.7K———
Bluespring Wealth Management, LLC
N/A—9,454-9,454-100%$384.6K———
Perspective Wealth Advisors LLC
N/A—9,075-9,075-100%$369.2K———
Pacific SUN Financial Corp
N/A—8,820-8,820-100%$358.8K———
Wealthspire Advisors, LLC
N/A—8,588-8,588-100%$349.4K———
Axis Wealth Partners, LLC
N/A—8,527-8,527-100%$346.9K———
PFG Investments, LLC
N/A—8,379-8,379-100%$340.9K———
MAI Capital Management
N/A—8,355-8,355-100%$339.9K———
Wick Capital Partners, LLC
N/A—7,888-7,888-100%$320.9K———
Berger Financial Group, Inc
N/A—7,874-7,874-100%$320.3K———
Silver OAK Securities, Incorporated
N/A—7,658-7,658-100%$311.5K———
Global Retirement Partners, LLC
N/A—7,426-7,426-100%$302.1K———
Invesco Ltd.
N/A—7,397-7,397-100%$300.9K———
Dakota Wealth Management
N/A—7,393-7,393-100%$300.7K———
Kovack Advisors, Inc.
N/A—7,134-7,134-100%$290.0K———
HRT Financial LP
N/A—6,786-6,786-100%$276.0K———
Summit Financial, LLC
N/A—6,767-6,767-100%$275.3K———
Cape ANN Savings Bank
N/A—6,596-6,596-100%$268.3K———
Causey Wealth LLC
N/A—6,563-6,563-100%$267.0K———
CIBC Bancorp USA Inc.
N/A—6,485-6,485-100%$263.8K———
Fiduciary Group, LLC
N/A—6,240-6,240-100%$253.8K———
Hilltop Partners LLC
N/A—6,024-6,024-100%$245.1K———
National Philanthropic Trust
N/A—5,670-5,670-100%$230.7K———
Sun Financial Inc
N/A—5,607-5,607-100%$230.1K———
Triton Financial Group Inc
N/A—5,561-5,561-100%$226.2K———
Benjamin Edwards Inc
N/A—5,362-5,362-100%$218.1K———
Geneos Wealth Management Inc.
N/A—5,348-5,348-100%$217.6K———
Panoramic Capital Partners, LLC
N/A—5,346-5,346-100%$217.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—5,216-5,216-100%$212.2K———
HighPoint Advisor Group LLC
N/A—5,095-5,095-100%$207.3K———
First Trust Advisors LP
N/A—5,012-5,012-100%$203.9K———
AE Wealth Management LLC
N/A—5,010-5,010-100%$203.8K———
Western Wealth Management, LLC
N/A—4,981-4,981-100%$202.6K———
Continuum Advisory, LLC
N/A—4,034-4,034-100%$164.1K———
Ameritas Advisory Services, LLC
N/A—3,674-3,674-100%$149.5K———
Colonial Trust Co / SC
N/A—3,157-3,157-100%$128.2K———
IMA Advisory Services, Inc.
N/A—3,009-3,009-100%$122.4K———
Atlantic Union Bankshares Corp
N/A—3,000-3,000-100%$122.0K———
BFC Planning, Inc.
N/A—2,555-2,555-100%$103.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,455-2,455-100%$99.9K———
JPL Wealth Management, LLC
N/A—1,785-1,785-100%$72.6K———
Webster Bank, N. A.
N/A—1,375-1,375-100%$55.9K———
C M Bidwell & Associates LTD
N/A—1,278-1,278-100%$52.0K———
Medallion Wealth Advisors, LLC
N/A—1,247-1,247-100%$50.7K———
PlanVest Financial, Inc
N/A—1,113-1,113-100%$45.3K———
Blair William & Co
N/A—1,034-1,034-100%$42.1K———
Highland Investment Advisors LLC
N/A—1,000-1,000-100%$40.7K———
Steigerwald, Gordon & Koch Inc.
N/A—865-865-100%$35.2K———
Regatta Research & Money Management
N/A—827-827-100%$33.6K———
Vanguard Advisers Inc
N/A—630-630-100%$25.6K———
Bessemer Group Inc
N/A—468-468-100%$19.0K———
SouthState Bank Corp
N/A—329-329-100%$13.4K———
Strive Financial Group,LLC
N/A—232-232-100%$9.4K———
Glenmede Trust Co NA
N/A—210-210-100%$8.5K———
South Plains Financial, Inc.
N/A—195-195-100%$7.9K———
Meramec Financial Planners, LLC
N/A—168-168-100%$6.9K———
Dunhill Financial, LLC
N/A—158-158-100%$6.4K———
Rothschild Investment LLC
N/A—154-154-100%$6.3K———
Nalls Sherbakoff Group, LLC
N/A—134-134-100%$5.5K———
Bartlett & Co. Wealth Management LLC
N/A—44-44-100%$1.8K———
Smartleaf Asset Management LLC
N/A—34-34-100%$1.4K———
Brown Brothers Harriman & Co
N/A—20-20-100%$814———
Showing 388 of 388 institutions