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Who owns AstraZeneca?

CUSIP Number: 046353108

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Analyze quarterly positions in AstraZeneca with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of AstraZeneca stock

Who bought or sold AstraZeneca this quarter?

Fund or Company Name	Shares Held	Valued At	Change in Shares	As Of	Actions
Mediolanum International Funds	487k	$92M	100%	Jun 2026	View chart
Foresight Global Investors	145k	$29M	-50%	Mar 2026	View chart
Capital Fund Management	122k	$24M	149%	Mar 2026	View chart
Edentree Asset Management	117k	$23M	100%	Mar 2026	View chart
Pinkerton Retirement Specialists	69k	$6.4M	-1%	Mar 2026	View chart
Axiom International Investors	63k	$12M	100%	Mar 2026	View chart
Banque Transatlantique SA	62k	$12M	15368%	Mar 2026	View chart
Mengis Capital Management	47k	$9.2M	-50%	Mar 2026	View chart
Ethic	36k	$7.0M	-63%	Mar 2026	View chart
Wahed Invest	35k	$6.8M	100%	Mar 2026	View chart
NWI Management	25k	$4.9M	-50%	Mar 2026	View chart
Stanley-Laman	24k	$4.7M	-52%	Mar 2026	View chart
Coppell Advisory Solutions	21k	$4.1M	24%	Mar 2026	View chart
White Lighthouse Investment Management	15k	$3.0M	-50%	Mar 2026	View chart
Dillon & Associates	14k	$2.8M	-45%	Mar 2026	View chart
CI Private Wealth	13k	$2.4M	-94%	Mar 2026	View chart
IFP Advisors	12k	$1.1M	-5%	Mar 2026	View chart
IHT Wealth Management	8.8k	$1.7M	-50%	Mar 2026	View chart
Westport Asset Management	7.5k	$1.5M	-50%	Mar 2026	View chart
Raelipskie Partnership	7.4k	$1.4M	100%	Mar 2026	View chart
A. D. Beadell Investment Counsel	7.0k	$1.4M	-50%	Mar 2026	View chart
DCF Advisers	5.8k	$1.1M	-87%	Mar 2026	View chart
Harvest Fund Management	5.2k	$1.0M	-88%	Mar 2026	View chart
1620 Investment Advisors	5.0k	$992k	-49%	Mar 2026	View chart
Cullinan Associates	4.0k	$791k	-50%	Mar 2026	View chart
Wick Capital Partners	3.7k	$722k	-49%	Mar 2026	View chart
Fruth Investment Management	3.5k	$663k	0%	Jun 2026	View chart
Wall Street Access Asset Management	3.0k	$211k	9%	Mar 2026	View chart
Gotham Asset Management	2.9k	$566k	-31%	Mar 2026	View chart
North Star Asset Management	2.7k	$524k	-50%	Mar 2026	View chart
Philadelphia Trust Company	2.5k	$493k	-50%	Mar 2026	View chart
Curbstone Financial Management	2.3k	$444k	-50%	Mar 2026	View chart
Flagship Wealth Advisors	2.1k	$144k	-1%	Mar 2026	View chart
South Shore Capital Advisors	1.9k	$376k	-37%	Mar 2026	View chart
Gerber Kawasaki Wealth & Investment Management	1.9k	$381k	-38%	Mar 2026	View chart
Providence Wealth Advisors	1.2k	$246k	-50%	Mar 2026	View chart
Keynote Financial Services	1.1k	$224k	-50%	Mar 2026	View chart
Carter Financial Group	1.1k	$218k	-70%	Mar 2026	View chart
Talisman Wealth Advisors	1.1k	$210k	-59%	Mar 2026	View chart
Asset Planning	500.00	$99k	-50%	Mar 2026	View chart
Pinnacle Holdings	400.00	$79k	-50%	Mar 2026	View chart
Archer Investment Corp	269.00	$53k	-50%	Mar 2026	View chart
Ogorek Anthony Joseph	208.00	$41k	-50%	Mar 2026	View chart
Itau Unibanco Holding	180.00	$36k	-85%	Mar 2026	View chart
Byrne Asset Management	147.00	$28k	0%	Jun 2026	View chart
RMG Wealth Management	129.00	$24k	100%	Mar 2026	View chart
KERR FINANCIAL PLANNING Corp	110.00	$21k	0%	Jun 2026	View chart
Harel Insurance Investments & Financial Services	105.00	$21k	-91%	Mar 2026	View chart
Tripletail Wealth Management	71.00	$14k	-51%	Mar 2026	View chart
Scarborough Advisors	60.00	$12k	-50%	Mar 2026	View chart
Winch Advisory Services	21.00	$4.1k	-52%	Mar 2026	View chart
Lam Group	1.00	$190.000000	0%	Jun 2026	View chart
Huntington National Bank	1.00	$93.000000	-100%	Mar 2026	View chart

Who sold out of AstraZeneca?

Fund or Company Name	Date Sold	Shares Held	Valued At
T. Rowe Price Associates	Dec 2025	49M	$4.5B
PRIMECAP Management Company	Dec 2025	37M	$3.4B
Wellington Management Company	Dec 2025	23M	$2.1B
FMR	Dec 2025	22M	$2.0B
Fisher Investments	Dec 2025	22M	$2.0B
Franklin Resources	Dec 2025	20M	$1.9B
Capital Research and Management Company - Division 3	Dec 2025	15M	$1.3B
Goldman Sachs Group	Dec 2025	15M	$1.3B
Sanders Capital	Dec 2025	14M	$1.3B
Morgan Stanley	Dec 2025	14M	$1.3B
Invesco	Dec 2025	4.4M	$405M
Ameriprise Financial	Dec 2025	11M	$965M
Dimensional Fund Advisors	Dec 2025	6.6M	$609M
BlackRock	Dec 2025	6.1M	$562M
Arrowstreet Capital, Limited Partnership	Dec 2025	5.5M	$510M
Neuberger Berman Group	Dec 2025	5.0M	$456M
Northern Trust	Dec 2025	4.8M	$437M
Raymond James Financial	Dec 2025	4.4M	$406M
Holocene Advisors	Dec 2025	4.3M	$398M
Fayez Sarofim & Co	Dec 2025	4.3M	$392M
Robeco Investment Management	Dec 2025	4.2M	$390M
ClearBridge Advisors	Dec 2025	4.2M	$387M
Envestnet Asset Management	Dec 2025	4.1M	$373M
Swedbank AB	Dec 2025	4.0M	$367M
Harris Associates L.P	Dec 2025	3.7M	$343M
American Century Companies	Dec 2025	3.4M	$317M
Jennison Associates	Dec 2025	3.4M	$309M
Wells Fargo & Company	Dec 2025	3.1M	$288M
Barclays	Dec 2025	3.1M	$282M
UBS Group	Dec 2025	2.9M	$265M
Millennium Management	Dec 2025	2.9M	$262M
Ing Investment Management	Dec 2025	2.7M	$246M
WCM Investment Management	Dec 2025	2.7M	$246M
Citadel Advisors	Dec 2025	2.6M	$236M
Susquehanna International	Dec 2025	2.3M	$213M
National Bank Of Canada /fi/	Dec 2025	2.2M	$206M
Two Sigma Investments	Dec 2025	2.2M	$201M
Acadian Asset Management	Dec 2025	2.2M	$200M
Natixis Asset Management Advisors	Dec 2025	2.1M	$189M
Point72 Asset Management	Dec 2025	1.9M	$175M
Bank Julius Baer & Co. Ltd, Zurich	Dec 2025	1.8M	$166M
Alyeska Investment Group	Dec 2025	1.7M	$159M
Saturna Capital	Dec 2025	1.6M	$150M
Sofinnova Ventures	Dec 2025	1.6M	$150M
Allspring Global Investments Holdings	Dec 2025	1.6M	$149M
Manning & Napier Advisors	Dec 2025	1.5M	$143M
Crawford Investment Counsel	Dec 2025	1.5M	$142M
Branch Banking & Trust Company	Dec 2025	1.5M	$142M
LMR Partners	Dec 2025	1.5M	$139M
Balyasny Asset Management	Dec 2025	1.5M	$138M
Mackenzie Financial	Dec 2025	1.5M	$137M
Connor, Clark & Lunn Investment Management	Dec 2025	1.4M	$131M
Alliancebernstein	Dec 2025	1.3M	$124M
Lazard Asset Management	Dec 2025	1.3M	$123M
Fred Alger Management	Dec 2025	1.3M	$121M
Clark Capital Management Group	Dec 2025	1.3M	$119M
Stifel Financial	Dec 2025	1.3M	$119M
Norges Bank Investment Management	Dec 2025	1.3M	$117M
Two Sigma Advisers	Dec 2025	1.3M	$117M
Parnassus Investments	Dec 2025	1.2M	$114M
LPL Financial	Dec 2025	1.2M	$106M
Principal Financial Group	Dec 2025	1.1M	$103M
TD Asset Management	Dec 2025	1.1M	$102M
Nicholas Company	Dec 2025	1.1M	$100M
Bank of New York Mellon	Dec 2025	1.0M	$95M
Causeway Capital Management	Dec 2025	1.0M	$93M
Bnp Paribas Arbitrage, Snc	Dec 2025	986k	$91M
Erste Asset Management GmbH	Dec 2025	973k	$90M
Sei Investments	Dec 2025	966k	$89M
HighTower Advisors	Dec 2025	965k	$89M
DRW Holdings	Dec 2025	943k	$87M
ProShare Advisors	Dec 2025	933k	$86M
Capital World Investors	Dec 2025	914k	$84M
First Trust Advisors	Dec 2025	872k	$80M
Walleye Trading Advisors	Dec 2025	860k	$79M
State Street Corporation	Dec 2025	842k	$77M
Standard Life Aberdeen	Dec 2025	842k	$77M
Jane Street	Dec 2025	828k	$76M
Epoch Investment Partners	Dec 2025	827k	$76M
Phoenix Holdings	Dec 2025	804k	$74M
Harvest Portfolios Group	Dec 2025	755k	$69M
Woodley Farra Manion Portfolio Management	Dec 2025	748k	$69M
Russell Investments	Dec 2025	739k	$68M
Mariner Wealth Advisors	Dec 2025	690k	$64M
Rockefeller Capital Management	Dec 2025	654k	$60M
Van Eck Associates Corp.	Dec 2025	613k	$56M
Goodman & Company, Investment Counsel	Dec 2025	579k	$53M
HPM Partners	Dec 2025	573k	$53M
Ontario Teachers' Pension Plan Board	Dec 2025	573k	$53M
Johnston Asset Management Corp.	Dec 2025	547k	$50M
Nuveen	Dec 2025	543k	$50M
Walleye Trading	Dec 2025	537k	$49M
Deutsche Bank Aktiengesellschaft	Dec 2025	531k	$49M
BI Asset Management Fondsmaeglerselskab A/S	Dec 2025	528k	$45M
Thornburg Investment Management	Dec 2025	506k	$47M
Crestwood Advisors	Dec 2025	492k	$45M
Geode Capital Management	Dec 2025	486k	$45M
Trillium Asset Management Corporation	Dec 2025	482k	$45M
Scotia Capital	Dec 2025	462k	$42M
Bnp Paribas Investment Partners	Dec 2025	438k	$40M
Squarepoint Ops	Dec 2025	431k	$40M
Charles Schwab Investment Management	Dec 2025	422k	$39M
Mirae Asset Global Etfs Holdings	Dec 2025	421k	$39M
Capital Research Global Investors	Dec 2025	416k	$38M
Cetera Investment Advisers	Dec 2025	413k	$38M
Chilton Capital Management	Dec 2025	397k	$37M
Pathstone Holdings	Dec 2025	387k	$36M
Quantinno Capital Management	Dec 2025	377k	$35M
Main Street Research	Dec 2025	371k	$34M
Creative Planning	Dec 2025	364k	$33M
Becker Capital Management	Dec 2025	362k	$33M
Act Two Investors	Dec 2025	352k	$32M
Integral Health Asset Management	Dec 2025	350k	$32M
Putnam Fl Investment Management	Dec 2025	336k	$31M
Assetmark	Dec 2025	335k	$31M
Wealth Enhancement Advisory Services	Dec 2025	333k	$32M
O'shaughnessy Asset Management	Dec 2025	331k	$31M
Victory Capital Management	Dec 2025	329k	$30M
Janney Montgomery Scott	Dec 2025	325k	$30M
Mirae Asset Global Investments	Dec 2025	323k	$30M
Mml Investors Services	Dec 2025	306k	$28M
Adage Capital Partners GP	Dec 2025	298k	$27M
Legal & General Group	Dec 2025	296k	$27M
Kornitzer Capital Management	Dec 2025	294k	$27M
Ohio Pers	Dec 2025	279k	$26M
Cambiar Investors	Dec 2025	276k	$25M
Baird Financial	Dec 2025	268k	$25M
CIBC Global Asset Management	Dec 2025	254k	$23M
SG Americas Securities	Dec 2025	254k	$23M
Pnc Financial Services	Dec 2025	246k	$23M
NEOS Investment Management	Dec 2025	241k	$22M
Davidson Investment Advisors	Dec 2025	240k	$22M
Old Mission Capital	Dec 2025	238k	$22M
Caption Management	Dec 2025	238k	$22M
Warren Averett Asset Management	Dec 2025	238k	$22M
Silvercrest Asset Management Group	Dec 2025	236k	$22M
Commonwealth Equity Services	Dec 2025	229k	$21M
Sit Investment Associates	Dec 2025	225k	$21M
CI Investments	Dec 2025	222k	$20M
Boone Capital Management	Dec 2025	220k	$20M
M^T Bank Corporation	Dec 2025	214k	$20M
Capital International	Dec 2025	213k	$20M
William Blair $ Company	Dec 2025	211k	$19M
New York State Common Retirement Fund	Dec 2025	210k	$19M
Capital Wealth Planning	Dec 2025	206k	$19M
Oddo Bhf Asset Management Sas	Dec 2025	200k	$18M
Guggenheim Capital, LLC Managers	Dec 2025	196k	$18M
Ubs Global Asset Management Americas	Dec 2025	195k	$18M
Migdal Insurance & Financial Holdings	Dec 2025	194k	$18M
Artia Global Partners	Dec 2025	191k	$18M
Advisor Group Holdings	Dec 2025	183k	$17M
Qube Research & Technologies	Dec 2025	180k	$17M
Healthcare Of Ontario Pension Plan Trust Fund	Dec 2025	179k	$16M
Qrg Capital Management	Dec 2025	176k	$16M
Federation des caisses Desjardins du Quebec	Dec 2025	174k	$16M
Vestmark Advisory Solutions	Dec 2025	162k	$15M
CLS Investments	Dec 2025	160k	$15M
Cullen Frost Bankers	Dec 2025	159k	$15M
Bailard	Dec 2025	159k	$15M
Parallax Volatility Advisers	Dec 2025	157k	$14M
FourThought Financial Partners	Dec 2025	151k	$14M
ExodusPoint Capital Management	Dec 2025	148k	$14M
Hilton Capital Management	Dec 2025	145k	$13M
Glenmede Trust Company	Dec 2025	145k	$13M
Oak Family Advisors	Dec 2025	144k	$13M
Peapack Gladstone Financial Corp	Dec 2025	143k	$13M
JustInvest	Dec 2025	143k	$13M
Abc Arbitrage Sa	Dec 2025	140k	$13M
Park National Corp	Dec 2025	139k	$13M
Wiley Bros.-aintree Capital	Dec 2025	135k	$12M
Sphera Funds Management	Dec 2025	135k	$12M
Bamco	Dec 2025	135k	$12M
Gf Fund Management	Dec 2025	135k	$12M
Rafferty Asset Management	Dec 2025	134k	$12M
Lido Advisors	Dec 2025	132k	$12M
Mercer Global Advisors	Dec 2025	129k	$12M
Callan Family Office	Dec 2025	129k	$12M
TCG Advisory Services	Dec 2025	129k	$12M
Colony	Dec 2025	128k	$12M
Cambridge Investment Research Advisors	Dec 2025	127k	$12M
Wesbanco Trust And Investments	Dec 2025	126k	$12M
Atria Investments	Dec 2025	126k	$12M
Cumberland Partners	Dec 2025	125k	$12M
First Foundation Advisors	Dec 2025	124k	$11M
Hantz Financial Services	Dec 2025	123k	$11M
Dodge & Cox	Dec 2025	121k	$11M
Teachers Retirement System Of The State Of Kentucky	Dec 2025	121k	$11M
SummitTX Capital	Dec 2025	120k	$11M
iA Global Asset Management	Dec 2025	119k	$11M
Skopos Labs	Dec 2025	117k	$11M
Altrius Capital Management	Dec 2025	115k	$11M
Hsbc Holdings	Dec 2025	53k	$4.9M
AQR Capital Management	Dec 2025	112k	$10M
Anchor Capital Advisors	Dec 2025	111k	$10M
Prospera Financial Services	Dec 2025	111k	$10M
Nomura Holdings	Dec 2025	110k	$10M
Manufacturers Life Insurance Company	Dec 2025	110k	$10M
RMB Capital Management	Dec 2025	109k	$10M
Park Avenue Securities	Dec 2025	107k	$9.8M
Private Advisor	Dec 2025	104k	$9.5M
Bessemer	Dec 2025	103k	$9.6M
GQG Partners	Dec 2025	102k	$9.4M
Sumitomo Mitsui Trust Holdings	Dec 2025	102k	$9.4M
Laird Norton Tyee Trust	Dec 2025	102k	$9.4M
Kestra Advisory Services	Dec 2025	101k	$9.2M
Triglav Investments, D.o.o.	Dec 2025	100k	$9.2M
Quadrant Capital	Dec 2025	99k	$9.1M
Union Bankshares	Dec 2025	98k	$9.0M
First Merchants Bank, National Association	Dec 2025	97k	$9.0M
Federated Investors	Dec 2025	95k	$8.8M
Aquatic Capital Management	Dec 2025	94k	$8.6M
Goss Wealth Management	Dec 2025	90k	$8.3M
Comprehensive Portfolio Management	Dec 2025	88k	$8.1M
Bleakley Financial Group	Dec 2025	87k	$8.0M
Northwestern Mutual Wealth Management Company	Dec 2025	86k	$7.9M
WealthPlan Investment Management	Dec 2025	86k	$7.9M
Nissay Asset Management Corp	Dec 2025	84k	$7.7M
Capital Group Private Client Services	Dec 2025	84k	$7.7M
Adviser Investments	Dec 2025	84k	$7.7M
Pinnacle Financial Partners	Dec 2025	84k	$7.7M
Tudor Investment Corporation	Dec 2025	84k	$7.7M
Goelzer Investment Management	Dec 2025	83k	$7.6M
Schonfeld Strategic Advisors	Dec 2025	82k	$7.5M
Geneos Wealth Management	Dec 2025	82k	$7.5M
DekaBank Deutsche Girozentrale	Dec 2025	82k	$6.8M
Advisors Asset Management	Dec 2025	80k	$7.3M
Oxbow Advisors	Dec 2025	78k	$7.2M
Watch Point Trust	Dec 2025	78k	$7.1M
Benson Investment Management Company	Dec 2025	76k	$7.0M
Calamos Advisors	Dec 2025	76k	$7.0M
Purpose Un	Dec 2025	74k	$6.8M
CIBC World Markets	Dec 2025	71k	$6.5M
Ieq Capital	Dec 2025	70k	$6.5M
Turtle Creek Wealth Advisors	Dec 2025	69k	$6.3M
CCM Partners	Dec 2025	67k	$6.1M
Bryn Mawr Trust	Dec 2025	67k	$6.1M
Rossmore Private Capital	Dec 2025	66k	$6.1M
Guardian Capital	Dec 2025	66k	$6.0M
Patten	Dec 2025	65k	$6.0M
Apollon Wealth Management	Dec 2025	65k	$6.0M
Azzad Asset Management	Dec 2025	65k	$6.0M
Pittenger & Anderson	Dec 2025	65k	$6.0M
SCBT Financial Corporation	Dec 2025	64k	$5.9M
Sherman Porfolios	Dec 2025	63k	$5.8M
Gabelli Funds	Dec 2025	63k	$5.8M
GLOBALT Investments LLC / GA	Dec 2025	62k	$5.7M
Timber Creek Capital Management	Dec 2025	61k	$5.6M
Logan Capital Management	Dec 2025	60k	$5.5M
Naviter Wealth	Dec 2025	60k	$5.5M
Jones Financial Companies, L.L	Dec 2025	60k	$5.5M
Principal Securities	Dec 2025	60k	$5.5M
Cox Capital	Dec 2025	59k	$5.5M
Mot	Dec 2025	58k	$5.3M
Factory Mutual Insurance Company	Dec 2025	58k	$5.3M
Ingalls & Snyder	Dec 2025	58k	$5.3M
Vise Technologies	Dec 2025	57k	$5.2M
Envestnet Portfolio Solutions	Dec 2025	56k	$5.2M
NewEdge Wealth	Dec 2025	56k	$5.2M
AIMZ Investment Advisors	Dec 2025	56k	$5.1M
Tower Research Capital	Dec 2025	56k	$5.1M
Wsfs Capital Management	Dec 2025	55k	$5.1M
Steward Partners Investment Advisory	Dec 2025	55k	$5.1M
ProFund Advisors	Dec 2025	54k	$5.0M
Daiwa Securities Group	Dec 2025	54k	$5.0M
Keybank National Association	Dec 2025	54k	$5.0M
D. E. Shaw & Co	Dec 2025	53k	$4.9M
Eagle Global Advisors	Dec 2025	53k	$4.9M
Kennedy Capital Management	Dec 2025	53k	$4.9M
Mitsubishi UFJ Asset Management	Dec 2025	52k	$4.8M
Fiduciary	Dec 2025	52k	$4.8M
Centiva Capital	Dec 2025	51k	$4.7M
We Are One Seven	Dec 2025	51k	$4.7M
Morton Community Bank	Dec 2025	51k	$4.7M
Samjo Management	Dec 2025	51k	$4.7M
Rsm Us Wealth Management	Dec 2025	50k	$4.7M
Concurrent Investment Advisors	Dec 2025	50k	$4.6M
HB Wealth Management	Dec 2025	50k	$4.6M
Robbins Farley	Dec 2025	50k	$4.6M
Vident Advisory	Dec 2025	50k	$4.6M
Ramirez Asset Management	Dec 2025	49k	$4.5M
Davenport & Co	Dec 2025	49k	$4.5M
Seascape Capital Management	Dec 2025	48k	$4.4M
Channel Wealth	Dec 2025	48k	$4.4M
Moody Lynn & Co/	Dec 2025	48k	$4.4M
Sound View Wealth Advisors Group	Dec 2025	47k	$4.3M
William Blair Investment Management	Dec 2025	47k	$4.3M
Amg National Trust Bank	Dec 2025	47k	$4.3M
Aviso Financial	Dec 2025	46k	$4.3M
Clayton Partners	Dec 2025	46k	$4.2M
Credit Agricole	Dec 2025	45k	$4.1M
Caprock	Dec 2025	44k	$4.0M
Miracle Mile Advisors	Dec 2025	44k	$4.0M
Arkadios Wealth Advisors	Dec 2025	43k	$3.9M
Atomi Financial Group	Dec 2025	43k	$3.9M
Pacer Advisors	Dec 2025	42k	$3.9M
Natural Investments	Dec 2025	42k	$3.8M
Madison Asset Management	Dec 2025	41k	$3.7M
Sivik Global Healthcare	Dec 2025	40k	$3.7M
LGT Fund Management	Dec 2025	40k	$3.7M
Thrivent Financial for Lutherans	Dec 2025	39k	$3.6M
Westview Management dba Westview Investment Advisors	Dec 2025	39k	$3.6M
Louisiana State Employees Retirement System	Dec 2025	39k	$3.6M
Snowden Capital Advisors	Dec 2025	39k	$3.5M
Foundation Wealth Management	Dec 2025	38k	$3.5M
Marks Group Wealth Management	Dec 2025	38k	$3.5M
Verdence Capital Advisors	Dec 2025	37k	$3.4M
LGT Group Foundation	Dec 2025	37k	$3.4M
Burns Wealth Management	Dec 2025	37k	$3.4M
Gray Foundation	Dec 2025	37k	$3.4M
WCG Wealth Advisors	Dec 2025	36k	$3.3M
Tealwood Asset Management	Dec 2025	36k	$3.3M
GeoWealth Management	Dec 2025	36k	$3.3M
Searle & Co.	Dec 2025	35k	$3.2M
CenterBook Partners	Dec 2025	35k	$3.2M
Aperture Investors	Dec 2025	34k	$3.1M
Gail Mannix	Dec 2025	34k	$3.1M
Parr Mcknight Wealth Management Group	Dec 2025	33k	$3.1M
Financial Gravity Wealth	Dec 2025	33k	$3.1M
Old Port Advisors	Dec 2025	33k	$3.1M
Money Concepts Capital Corp	Dec 2025	33k	$3.0M
Founders Financial Securities	Dec 2025	32k	$3.0M
Columbus Macro	Dec 2025	32k	$3.0M
Third View Private Wealth	Dec 2025	32k	$3.0M
SCS Capital Management	Dec 2025	32k	$2.9M
Calamos Wealth Management	Dec 2025	32k	$2.9M
Rakuten Investment Management	Dec 2025	32k	$2.9M
United Capital Financial Advisers	Dec 2025	31k	$2.8M
Bellevue Group	Dec 2025	30k	$2.8M
Beacon Pointe Advisors	Dec 2025	30k	$2.8M
Qtron Investments	Dec 2025	30k	$2.8M
Nordea Investment Management Ab	Dec 2025	30k	$2.8M
NTV Asset Management	Dec 2025	30k	$2.7M
EP Wealth Advisors	Dec 2025	29k	$2.7M
Kestra Private Wealth Services	Dec 2025	29k	$2.6M
Smartleaf Asset Management	Dec 2025	29k	$2.6M
Element Squared	Dec 2025	29k	$2.6M
TD Waterhouse Canada	Dec 2025	28k	$2.6M
Venturi Wealth Management	Dec 2025	28k	$2.6M
Mmbg Investment Advisors	Dec 2025	28k	$2.6M
Exome Asset Management	Dec 2025	28k	$5.3M
HighPoint Advisor	Dec 2025	5.6k	$513k
Krasney Financial	Dec 2025	28k	$2.6M
Flow Traders US	Dec 2025	28k	$2.5M
Valley National Advisers	Dec 2025	27k	$2.5M
Pensionmark Financial Group	Dec 2025	27k	$2.5M
Commerce Bank N A	Dec 2025	27k	$2.5M
Citizens National Bank Trust Department	Dec 2025	26k	$2.4M
Rhumbline Advisers	Dec 2025	26k	$2.4M
Parrish Capital	Dec 2025	26k	$2.4M
CWM	Dec 2025	25k	$2.3M
Frank, Rimerman Advisors	Dec 2025	25k	$2.3M
Kayne Anderson Rudnick Investment Management	Dec 2025	25k	$2.3M
Resources Investment Advisors	Dec 2025	25k	$2.2M
Bank Of The Ozarks	Dec 2025	24k	$2.2M
Stephens	Dec 2025	24k	$2.2M
Syon Capital	Dec 2025	24k	$2.2M
Dynasty Wealth Management	Dec 2025	24k	$4.4M
Nicholas Hoffman & Company	Dec 2025	24k	$2.2M
Equitable Holdings	Dec 2025	23k	$2.2M
Nomura Asset Management	Dec 2025	23k	$2.1M
Perigon Wealth Management	Dec 2025	23k	$2.1M
Hudson Canyon Investment Counselors	Dec 2025	23k	$2.1M
Evelyn Partners Asset Management	Dec 2025	23k	$2.1M
Dorsey & Whitney Trust Company	Dec 2025	22k	$2.1M
Zions Bancorporation, National Association	Dec 2025	22k	$2.1M
Toroso Investments	Dec 2025	22k	$2.0M
Canandaigua National Bank and Trust Company	Dec 2025	22k	$2.0M
Diversify Advisory Services	Dec 2025	22k	$2.1M
Axxcess Wealth Management	Dec 2025	22k	$2.0M
Dymon Asia Capital	Dec 2025	21k	$2.0M
Pinnacle Wealth Planning Services	Dec 2025	21k	$2.0M
Vista Investment Management	Dec 2025	21k	$2.0M
Hohimer Wealth Management	Dec 2025	21k	$1.9M
Summit Investment Advisors	Dec 2025	21k	$1.9M
J.w. Cole Advisors	Dec 2025	21k	$1.9M
Sanibel Captiva Trust Company	Dec 2025	21k	$1.9M
First American Bank	Dec 2025	21k	$1.9M
Potomac Fund Management	Dec 2025	21k	$1.9M
Prime Capital Investment Advisors	Dec 2025	21k	$1.9M
Monte Financial Group	Dec 2025	21k	$1.9M
Sagespring Wealth Partners	Dec 2025	20k	$1.9M
MAI Wealth Advisors	Dec 2025	20k	$1.9M
Personal Cfo Solutions	Dec 2025	20k	$1.9M
Brown Advisory Holdings Incorporated	Dec 2025	20k	$1.8M
Meitav Dash Investments	Dec 2025	20k	$1.8M
Checchi Capital Advisers	Dec 2025	20k	$1.8M
Twin Tree Management	Dec 2025	20k	$1.8M
Td Private Client Wealth	Dec 2025	20k	$1.8M
Farringdon Capital	Dec 2025	20k	$1.8M
Norinchukin Bank, The	Dec 2025	20k	$1.8M
West Family Investments	Dec 2025	19k	$1.8M
Texas Bank & Trust	Dec 2025	19k	$1.8M
Laurion Capital Management	Dec 2025	19k	$1.7M
Regions Bank	Dec 2025	19k	$1.7M
Wealth Alliance	Dec 2025	19k	$1.7M
Bank Of Hawaii	Dec 2025	19k	$1.7M
NorthCrest Asset Manangement	Dec 2025	19k	$1.7M
CSM Advisors	Dec 2025	18k	$1.7M
Lester Murray Antman dba SimplyRich	Dec 2025	18k	$1.7M
Ronald Blue Trust	Dec 2025	18k	$1.7M
Savant Capital Management	Dec 2025	18k	$1.6M
Coldstream Capital Management	Dec 2025	17k	$1.6M
Sowell Financial Services	Dec 2025	17k	$1.6M
Intrust Bank Na	Dec 2025	17k	$1.6M
U.S. Capital Wealth Advisors	Dec 2025	17k	$1.6M
Brian Low Financial Group	Dec 2025	17k	$1.6M
Hancock Bank Trust Department	Dec 2025	16k	$1.5M
AE Wealth Management	Dec 2025	16k	$1.5M
Integrated Wealth Concepts	Dec 2025	16k	$1.5M
Figure 8 Investment Strategies	Dec 2025	16k	$1.5M
Hanson McClain Advisors	Dec 2025	16k	$1.5M
Comprehensive Financial Consultants Institutional	Dec 2025	16k	$1.5M
Ascent Group	Dec 2025	16k	$1.4M
Voleon Capital Management	Dec 2025	16k	$1.4M
VestGen Advisors	Dec 2025	16k	$1.4M
Exchange Traded Concepts	Dec 2025	15k	$1.4M
Sectoral Asset Management	Dec 2025	15k	$1.4M
Transcend Wealth Collective	Dec 2025	15k	$1.4M
SRS Capital Advisors	Dec 2025	15k	$1.4M
Sterling Capital Management	Dec 2025	15k	$1.4M
Umb Bank N A	Dec 2025	15k	$1.4M
Diameter Capital Partners	Dec 2025	15k	$1.4M
Cyndeo Wealth Partners	Dec 2025	15k	$1.4M
Altfest L J & Co	Dec 2025	15k	$1.4M
Meridian Wealth Management	Dec 2025	15k	$1.4M
Central Trust & Investment	Dec 2025	15k	$1.4M
RFG Advisory	Dec 2025	15k	$1.4M
Investors Asset Management Of Georgia	Dec 2025	15k	$1.3M
Burney Co/	Dec 2025	15k	$1.3M
Mount Yale Investment Advisors	Dec 2025	15k	$1.3M
Brucke Financial	Dec 2025	14k	$1.3M
AlphaCore Capital	Dec 2025	14k	$1.3M
SkyView Investment Advisors	Dec 2025	14k	$1.3M
Wedbush Morgan Securities	Dec 2025	14k	$1.3M
Avestar Capital	Dec 2025	14k	$1.3M
Garton & Associates Financial Advisors	Dec 2025	14k	$1.3M
Catalyst Funds Management Pty	Dec 2025	14k	$1.3M
Denali Advisors	Dec 2025	14k	$1.3M
VELA Investment Management	Dec 2025	14k	$1.3M
Klein Pavlis & Peasley Financial	Dec 2025	14k	$1.3M
Rehmann Capital Advisory	Dec 2025	14k	$1.3M
Optas	Dec 2025	14k	$1.3M
Moors & Cabot	Dec 2025	14k	$1.3M
Basecamp Wealth Advisors	Dec 2025	13k	$1.2M
Leavell Investment Management	Dec 2025	13k	$1.2M
Lebenthal Global Advisors	Dec 2025	13k	$1.2M
Fiduciary Trust Company	Dec 2025	13k	$1.2M
44 Wealth Management	Dec 2025	13k	$1.2M
Ameritas Advisory Services	Dec 2025	13k	$1.2M
Montecito Bank & Trust	Dec 2025	13k	$1.2M
Carnegie Capital Asset Management	Dec 2025	13k	$1.2M
Abacus Wealth Partners	Dec 2025	13k	$1.2M
Cresset Asset Management	Dec 2025	13k	$1.2M
Venture Visionary Partners	Dec 2025	13k	$1.1M
Hanson & Doremus Investment Management	Dec 2025	12k	$1.1M
Mutual Advisors	Dec 2025	12k	$1.1M
Kingsview Wealth Management	Dec 2025	12k	$1.1M
Old National Trust Company	Dec 2025	12k	$1.1M
LVW Advisors	Dec 2025	12k	$1.1M
SIH Partners, L	Dec 2025	12k	$1.1M
Hartford Funds Management	Dec 2025	12k	$1.1M
Cherokee Insurance	Dec 2025	12k	$1.1M
Empire Financial Management Company	Dec 2025	12k	$1.1M
Brown Brothers Harriman & Co.	Dec 2025	12k	$1.1M
Wedmont Private Capital	Dec 2025	12k	$1.1M
PDS Planning	Dec 2025	12k	$1.1M
Gibbs Wealth Management	Dec 2025	12k	$1.1M
De Burlo Group	Dec 2025	12k	$1.1M
Mattson Financial Services	Dec 2025	12k	$1.1M
Portside Wealth Group	Dec 2025	12k	$1.1M
Connable Office	Dec 2025	12k	$1.1M
Stratos Wealth Partners	Dec 2025	11k	$1.0M
Kathmere Capital Management	Dec 2025	11k	$1.0M
Stockman Asset Management	Dec 2025	11k	$1.0M
Tiaa Trust, National Association	Dec 2025	11k	$1.0M
Canandaigua National Trust Co of Florida	Dec 2025	11k	$1.0M
Caldwell Trust	Dec 2025	11k	$1.0M
Horizon Kinetics Asset Management	Dec 2025	11k	$1.0M
Sunbelt Securities	Dec 2025	11k	$1.0M
Bridgewater Advisors	Dec 2025	11k	$993k
EPG Wealth Management	Dec 2025	11k	$1.0M
Marshall Wace	Dec 2025	11k	$1.0M
Sontag Advisory	Dec 2025	11k	$998k
Phillips Wealth Planners	Dec 2025	11k	$980k
RB Capital Management	Dec 2025	11k	$982k
Channing Global Advisors	Dec 2025	11k	$982k
Sage Rhino Capital	Dec 2025	11k	$981k
Berkshire Asset Management	Dec 2025	11k	$971k
Sigma Planning	Dec 2025	11k	$967k
Amundi	Dec 2025	11k	$964k
Summit Financial	Dec 2025	11k	$963k
Keel Point	Dec 2025	11k	$961k
Oakmont Partners	Dec 2025	10k	$961k
J.Safra Asset Management	Dec 2025	10k	$957k
Strategic Global Advisors	Dec 2025	10k	$929k
Hartland & Co	Dec 2025	10k	$927k
USA Financial Portformulas	Dec 2025	10k	$925k
Harbour Investments	Dec 2025	10k	$923k
Essex Financial Services	Dec 2025	10k	$919k
Yale Capital Corp.	Dec 2025	9.8k	$901k
Driehaus Capital Management	Dec 2025	9.8k	$899k
Signature Estate and Investment Advisors	Dec 2025	9.8k	$898k
Summit Trail Advisors	Dec 2025	9.7k	$893k
FDx Advisors	Dec 2025	9.6k	$884k
Empirical Financial Services, LLC d/b/a Empirical Wealth Management	Dec 2025	9.5k	$877k
Guerra Pan Advisors	Dec 2025	9.5k	$874k
Community Bank & Trust, Waco, Texas	Dec 2025	9.5k	$871k
Entropy Technologies	Dec 2025	9.4k	$868k
Henshaw Capital	Dec 2025	9.4k	$862k
ICICI Prudential Asset Management	Dec 2025	9.4k	$861k
EJMK Ventures	Dec 2025	9.2k	$850k
Covenant Partners	Dec 2025	9.2k	$850k
Insigneo Advisory Services	Dec 2025	9.1k	$839k
Bank of Stockton Trust & Investment	Dec 2025	9.1k	$833k
Kingswood Wealth Advisors	Dec 2025	9.0k	$830k
Diversified Enterprises	Dec 2025	9.0k	$829k
ADAR1 Capital Management	Dec 2025	9.0k	$827k
Westover Capital Advisors	Dec 2025	9.0k	$826k
Supplemental Annuity Collective Trust of NJ	Dec 2025	8.9k	$820k
Fiera Capital Corporation	Dec 2025	8.9k	$820k
Ellevest	Dec 2025	8.9k	$818k
Allianz Se	Dec 2025	8.9k	$818k
Accurate Wealth Management	Dec 2025	8.9k	$840k
Heritage Wealth Management	Dec 2025	8.8k	$812k
Qp Wealth Management	Dec 2025	8.8k	$811k
Buckingham Strategic Partners	Dec 2025	8.8k	$810k
New Republic Capital	Dec 2025	8.8k	$810k
Choate Investment Advisors	Dec 2025	8.7k	$798k
Nwam	Dec 2025	8.7k	$816k
Greystone Financial Group	Dec 2025	8.7k	$796k
Golden State Equity Partners	Dec 2025	8.6k	$790k
Advyzon Investment Management	Dec 2025	8.5k	$780k
Oakworth Capital	Dec 2025	8.4k	$773k
Vontobel Holding	Dec 2025	8.4k	$771k
Bank of Nova Scotia	Dec 2025	8.4k	$771k
Columbia Asset Management	Dec 2025	8.4k	$770k
Castle Hook Partners	Dec 2025	8.2k	$757k
FSM Wealth Advisors	Dec 2025	8.2k	$753k
Advisors Capital Management	Dec 2025	8.1k	$743k
Kendall Capital Management	Dec 2025	8.0k	$739k
AR Asset Management	Dec 2025	8.0k	$735k
Five Oceans Advisors	Dec 2025	8.0k	$735k
Legacy Capital Wealth Partners	Dec 2025	8.0k	$735k
Confluence Wealth Services	Dec 2025	8.0k	$734k
Leucadia National Corporation	Dec 2025	8.0k	$733k
Heritage Family Offices	Dec 2025	8.0k	$733k
Glenview Trust	Dec 2025	7.9k	$728k
Arete Wealth Advisors	Dec 2025	7.9k	$727k
SKBA Capital Management	Dec 2025	7.9k	$723k
Hamel Associates	Dec 2025	7.9k	$722k
Mission Wealth Management	Dec 2025	7.8k	$720k
Fedenia Advisers	Dec 2025	7.8k	$720k
Haverford Trust Company	Dec 2025	7.8k	$720k
Capstone Investment Advisors	Dec 2025	7.6k	$699k
Fifth Third Bancorp	Dec 2025	7.6k	$697k
ABN AMRO Bank	Dec 2025	7.5k	$688k
Fca Corp	Dec 2025	7.5k	$690k
Evelyn Partners Investment Management	Dec 2025	7.5k	$687k
Journey Strategic Wealth	Dec 2025	7.4k	$679k
Jacobi Capital Management	Dec 2025	7.4k	$677k
Argonautica Private Wealth Management	Dec 2025	7.4k	$677k
Pekin, Singer Strauss Asset Management	Dec 2025	7.3k	$670k
Bingham Private Wealth	Dec 2025	7.3k	$669k
Norden Group	Dec 2025	7.3k	$667k
FNY Investment Advisers	Mar 2026	7.3k	$1.4M
Cohen Investment Advisors	Dec 2025	7.2k	$660k
Stock Yards Trust Company	Dec 2025	7.1k	$654k
First Manhattan	Dec 2025	7.1k	$654k
Quadrature Capital	Dec 2025	7.1k	$648k
NWF Advisory Services	Dec 2025	7.0k	$645k
Flagship Harbor Advisors	Dec 2025	7.0k	$641k
Chung Wu Investment Group	Dec 2025	7.0k	$639k
Integrity Alliance	Dec 2025	6.9k	$638k
Traveka Wealth	Dec 2025	6.9k	$634k
Krilogy Financial	Dec 2025	6.9k	$650k
Banco de Sabadell	Dec 2025	6.8k	$619k
Evoke Wealth	Dec 2025	6.7k	$616k
Koshinski Asset Management	Dec 2025	6.6k	$611k
Avantra Family Wealth	Dec 2025	6.6k	$609k
Centaurus Financial	Dec 2025	6.6k	$609k
Gryphon Financial Partners	Dec 2025	6.6k	$608k
Spire Wealth Management	Dec 2025	6.6k	$603k
McLean Asset Management Corp	Dec 2025	6.5k	$626k
Hamilton Wealth	Dec 2025	6.5k	$596k
AlTi Global	Dec 2025	6.5k	$595k
Grandfield & Dodd	Dec 2025	6.4k	$591k
Athena Wealth Management	Dec 2025	6.3k	$580k
Custom Index Systems	Dec 2025	6.3k	$578k
Simplicity Wealth	Dec 2025	6.2k	$573k
MONECO Advisors	Dec 2025	6.2k	$568k
Cromwell Holdings	Dec 2025	6.1k	$563k
SFE Investment Counsel	Dec 2025	6.1k	$559k
AA Financial Advisors	Dec 2025	6.1k	$557k
R Squared	Dec 2025	6.0k	$555k
SBI Securities	Dec 2025	6.0k	$553k
Williams Jones Wealth Management	Dec 2025	6.0k	$550k
Signal Advisors Wealth	Dec 2025	6.0k	$548k
Csenge Advisory Group	Dec 2025	5.9k	$546k
Pure Financial Advisors	Dec 2025	5.9k	$543k
Clean Yield Group	Dec 2025	5.9k	$542k
Foster Victor Wealth Advisors	Dec 2025	5.9k	$556k
Voya Financial Advisors	Dec 2025	5.9k	$545k
Pointe Capital Management	Dec 2025	5.8k	$537k
Pines Wealth Management	Dec 2025	5.8k	$536k
Great Valley Advisor Group	Dec 2025	5.7k	$527k
MOR Wealth Management	Dec 2025	5.7k	$527k
XTX Topco	Dec 2025	5.7k	$526k
Brown Financial Advisors	Dec 2025	5.7k	$525k
True North Advisors	Dec 2025	5.7k	$522k
Perpetual	Dec 2025	5.6k	$515k
Beverly Hills Private Wealth	Dec 2025	5.6k	$511k
Winton Capital	Dec 2025	5.5k	$506k
Westerkirk Capital	Dec 2025	5.5k	$502k
Gratus Wealth Advisors	Dec 2025	5.4k	$497k
Canopy Partners	Dec 2025	5.4k	$497k
Capital Asset Advisory Services	Dec 2025	5.3k	$507k
LaSalle St. Investment Advisors	Dec 2025	5.3k	$488k
BKM Wealth Management	Dec 2025	5.3k	$488k
111 Capital	Dec 2025	5.3k	$484k
Plan Group Financial	Dec 2025	5.2k	$482k
Jump Financial	Dec 2025	5.2k	$481k
Aptus Capital Advisors	Dec 2025	5.2k	$478k
Verition Fund Management	Dec 2025	5.2k	$476k
Institute For Wealth Management	Dec 2025	5.2k	$475k
Connecticut Wealth Management	Dec 2025	5.1k	$468k
Noesis Capital Management Corp.	Dec 2025	5.0k	$463k
Fidelis Capital Partners	Dec 2025	5.0k	$460k
Transamerica Financial Advisors	Dec 2025	5.0k	$458k
Copley Financial Group	Dec 2025	5.0k	$456k
Marotta Asset Management	Mar 2026	5.0k	$995k
McKinley Carter Wealth Services	Dec 2025	4.9k	$452k
Sage Mountain Advisors	Dec 2025	4.9k	$451k
Peregrine Asset Advisers	Dec 2025	4.9k	$451k
Massey, Quick & Co	Dec 2025	4.9k	$449k
Keudell/Morrison Wealth Management	Dec 2025	4.8k	$440k
GDS Wealth Management	Dec 2025	4.8k	$440k
Fis	Dec 2025	4.8k	$437k
Redwood Investment Management	Dec 2025	4.7k	$436k
Cetera Trust Company	Dec 2025	4.7k	$436k
Joel Isaacson & Co	Dec 2025	4.7k	$435k
Gateway Investment Advisers	Dec 2025	4.7k	$435k
Modern Wealth Management	Dec 2025	4.7k	$435k
Advisors Management Group	Dec 2025	4.7k	$432k
Argent Trust	Dec 2025	4.7k	$432k
Kera Capital Partners	Dec 2025	4.7k	$435k
National Philanthropic Trust	Dec 2025	4.7k	$430k
Optivise Advisory Services	Dec 2025	4.7k	$430k
Corient IA	Dec 2025	4.6k	$426k
Luther King Capital Management Corporation	Dec 2025	4.6k	$425k
Wealthfront Advisers	Dec 2025	4.6k	$422k
Wealth Dimensions Group	Dec 2025	4.6k	$421k
Resonant Capital Advisors	Dec 2025	4.6k	$421k
FRG Family Wealth Advisors	Dec 2025	4.6k	$419k
Meadow Creek Wealth Advisors	Dec 2025	4.6k	$418k
Keenan	Dec 2025	4.5k	$417k
Ashton Thomas Private Wealth	Dec 2025	4.5k	$414k
Opal Wealth Advisors	Dec 2025	4.5k	$411k
DeDora Capital	Dec 2025	4.5k	$410k
Empower Advisory Group	Dec 2025	4.4k	$408k
Private Trust Co Na	Dec 2025	4.4k	$405k
Braeburn Wealth Management	Dec 2025	4.4k	$400k
Paul Damon & Associates	Dec 2025	4.4k	$400k
Widmann Financial Services	Dec 2025	4.3k	$399k
Thompson, Siegel, & Walmsley	Dec 2025	4.3k	$398k
Triad Wealth Partners	Dec 2025	4.3k	$395k
Patriot Investment Management	Dec 2025	4.3k	$393k
Aspen Grove Capital	Dec 2025	4.3k	$391k
Horizon Family Wealth	Dec 2025	4.2k	$387k
Smithfield Trust Company	Dec 2025	4.2k	$388k
Affinity Wealth Management	Dec 2025	4.2k	$386k
Visionary Wealth Advisors	Dec 2025	4.2k	$386k
Camden Capital	Dec 2025	4.2k	$385k
Atlantic Trust	Dec 2025	4.2k	$385k
Diversify Wealth Management	Dec 2025	4.2k	$394k
Inscription Capital	Dec 2025	4.2k	$383k
Integrated Advisors Network	Dec 2025	4.2k	$383k
Covenant Asset Management	Dec 2025	4.1k	$380k
South Street Advisors	Dec 2025	4.1k	$379k
Murphy & Mullick Capital Management Corp	Dec 2025	4.1k	$379k
Souders Financial Advisors	Dec 2025	4.1k	$379k
SFG Wealth Management	Dec 2025	4.1k	$379k
Cinctive Capital Management	Dec 2025	4.1k	$375k
Capital Investment Management	Dec 2025	4.1k	$374k
Drive Wealth Management	Dec 2025	4.0k	$386k
Axis Wealth Partners	Dec 2025	4.0k	$371k
Ausdal Financial Partners	Dec 2025	4.0k	$369k
Cove Private Wealth	Dec 2025	4.0k	$368k
ICW Investment Advisors	Dec 2025	4.0k	$368k
Kovack Advisors	Dec 2025	4.0k	$368k
First Western Trust Bank	Dec 2025	4.0k	$367k
ING Groep	Dec 2025	3.9k	$363k
R. M. Davis	Dec 2025	3.9k	$360k
Prosperity Consulting Group	Dec 2025	3.9k	$360k
Allianz Asset Management	Dec 2025	3.9k	$360k
Canal Capital Management	Dec 2025	3.9k	$359k
Ameriflex Group	Dec 2025	3.9k	$359k
Interchange Capital Partners	Dec 2025	3.9k	$358k
Savvy Advisors	Dec 2025	3.8k	$353k
Northstar Financial Companies	Dec 2025	3.8k	$353k
First Long Island Investors	Dec 2025	3.8k	$353k
Monument Capital Management	Dec 2025	3.8k	$350k
Hardy Reed	Dec 2025	3.8k	$349k
Carr Financial Group Corp	Dec 2025	3.8k	$346k
Net Worth Advisory Group	Dec 2025	3.8k	$345k
Wolverine Asset Management	Dec 2025	3.7k	$344k
Lavaca Capital	Dec 2025	3.7k	$344k
Argos Wealth Advisors	Dec 2025	3.7k	$343k
Independent Advisor Alliance	Dec 2025	3.7k	$343k
Lvm Capital Management	Mar 2026	3.7k	$731k
Meadowbrook Advisors Group	Dec 2025	3.7k	$340k
Providence First Trust	Dec 2025	3.7k	$339k
Hudock Moyer Wealth Resources	Dec 2025	3.7k	$339k
Impact Capital Partners	Dec 2025	3.5k	$324k
OneAscent Family Office	Dec 2025	3.5k	$321k
Strategic Advisors	Dec 2025	3.5k	$320k
Legal Advantage Investments	Dec 2025	3.5k	$320k
Soltis Investment Advisors	Dec 2025	3.5k	$319k
Northcape Wealth Management	Dec 2025	3.5k	$317k
Center For Asset Management	Dec 2025	3.4k	$315k
Axq Capital	Dec 2025	3.4k	$315k
Texas Capital Bank Wealth Management Services	Dec 2025	3.4k	$314k
Simmons Bank	Dec 2025	3.4k	$314k
Kestra Investment Management	Dec 2025	3.4k	$312k
Mesirow Financial Investment Management International Equity	Dec 2025	3.4k	$310k
Cordatus Wealth Management	Dec 2025	3.4k	$310k
LRI Investments	Dec 2025	3.4k	$309k
Marble Wealth	Dec 2025	3.3k	$307k
Spears Abacus Advisors	Dec 2025	3.3k	$306k
PenderFund Capital Management	Dec 2025	3.3k	$306k
Occidental Asset Management	Dec 2025	3.3k	$305k
American National Bank	Dec 2025	3.3k	$304k
Cerro Pacific Wealth Advisors	Dec 2025	3.3k	$303k
Tepp RIA	Dec 2025	3.3k	$302k
Wealth Management Associates	Dec 2025	3.3k	$301k
Ancora Advisors	Dec 2025	3.3k	$299k
Agf Management	Dec 2025	3.2k	$298k
BCJ Capital Management	Dec 2025	3.2k	$298k
Odyssey Capital Advisors	Dec 2025	3.2k	$297k
Verity Asset Management	Dec 2025	3.2k	$293k
KCM Investment Advisors	Dec 2025	3.2k	$290k
London & Capital Asset Management	Dec 2025	3.1k	$289k
McAdam	Dec 2025	3.1k	$289k
Paradigm Financial Partners	Dec 2025	3.1k	$289k
Genesis Private Wealth	Dec 2025	3.1k	$288k
CWA Asset Management	Dec 2025	3.1k	$286k
Mowery & Schoenfeld Wealth Management	Dec 2025	3.1k	$285k
Strategies Wealth Advisors	Dec 2025	3.1k	$285k
Borer Denton & Associates	Dec 2025	3.1k	$285k
Childress Capital Advisors	Dec 2025	3.1k	$283k
Kovitz Investment Group Partners	Dec 2025	3.0k	$280k
Mather Group	Dec 2025	3.0k	$280k
Townsquare Capital	Dec 2025	3.0k	$280k
Capital Investment Advisors	Dec 2025	3.0k	$278k
Intl Fcstone	Dec 2025	3.0k	$278k
Quotient Wealth Partners	Dec 2025	3.0k	$276k
Capital Performance Advisors	Dec 2025	3.0k	$275k
Garner Asset Management Corp	Dec 2025	3.0k	$275k
Ccm Investment Advisers	Dec 2025	3.0k	$275k
SFMG Wealth Advisors	Dec 2025	3.0k	$274k
Larson Financial Group	Dec 2025	3.0k	$272k
Advisortrust Partners	Dec 2025	3.0k	$272k
Asset Dedication	Dec 2025	2.9k	$271k
Financial Advisory Service	Dec 2025	2.9k	$270k
Northstar	Dec 2025	2.9k	$266k
Roberts Glore & Co	Dec 2025	2.9k	$266k
Western Wealth Management	Dec 2025	2.9k	$265k
Freestone Capital Holdings	Dec 2025	2.9k	$265k
Encompass More Asset Management	Dec 2025	2.9k	$264k
Monongahela Capital Management	Dec 2025	2.9k	$263k
A4 Wealth Advisors	Dec 2025	2.9k	$263k
Endeavor Private Wealth	Dec 2025	2.8k	$261k
Palladiem	Dec 2025	2.8k	$261k
Picton Mahoney Asset Management	Dec 2025	2.8k	$259k
One Wealth Advisors	Dec 2025	2.8k	$258k
Massachusetts Wealth Management	Dec 2025	2.8k	$257k
Klingman & Associates	Dec 2025	2.8k	$257k
Nbc Securities	Dec 2025	2.8k	$256k
Armstrong, Fleming & Moore	Dec 2025	2.8k	$254k
Wealthtrust Axiom	Dec 2025	2.8k	$254k
Enterprise Financial Services Corp	Dec 2025	2.8k	$254k
Lyell Wealth Management	Dec 2025	2.8k	$254k
MBL Wealth	Dec 2025	2.8k	$253k
Wellspring Financial Advisors	Dec 2025	2.8k	$254k
Sageworth Trust Company	Dec 2025	2.8k	$253k
Sax Wealth Advisors	Mar 2026	2.7k	$253k
Northwest Quadrant Wealth Management	Dec 2025	2.7k	$251k
Manchester Capital Management	Dec 2025	2.7k	$250k
Founders Grove Wealth Partners	Dec 2025	2.7k	$250k
Chicago Capital	Dec 2025	2.7k	$248k
Old North State Trust	Dec 2025	2.7k	$246k
International Assets Investment Management	Dec 2025	2.7k	$246k
Saxony Capital Management	Dec 2025	2.6k	$243k
Tobias Financial Advisors	Dec 2025	2.6k	$243k
Navalign	Dec 2025	2.6k	$241k
1st Source Bank	Dec 2025	2.6k	$241k
Gts Securities	Dec 2025	2.6k	$241k
Banco BTG Pactual	Dec 2025	2.6k	$240k
Aspiriant	Dec 2025	2.6k	$236k
Defined Wealth Management	Dec 2025	2.6k	$236k
Petros Family Wealth	Dec 2025	2.6k	$236k
17 Capital Partners	Dec 2025	2.6k	$235k
4J Wealth Management	Dec 2025	2.5k	$233k
KFA Private Wealth Group	Dec 2025	2.5k	$233k
Tompkins Financial Corp	Dec 2025	2.5k	$232k
Bay Capital Advisors	Dec 2025	2.5k	$231k
Acorn Creek Capital	Dec 2025	2.5k	$229k
Hilltop Holdings	Dec 2025	2.5k	$229k
Great-West Life Assurance Company	Dec 2025	2.5k	$229k
Fmb Wealth Management	Dec 2025	2.5k	$228k
Asset Allocation & Management Company	Dec 2025	2.5k	$228k
Brookstone Capital Management	Dec 2025	2.5k	$228k
Cowa	Dec 2025	2.5k	$227k
Sovran Advisors	Dec 2025	2.4k	$229k
First Horizon National Corp	Dec 2025	2.4k	$224k
Camden National Bank	Dec 2025	2.4k	$224k
Facet Wealth	Dec 2025	2.4k	$226k
Steigerwald, Gordon & Koch	Dec 2025	2.4k	$221k
Kondo Wealth Advisors	Dec 2025	2.4k	$221k
DSG Capital Advisors	Dec 2025	2.4k	$226k
Bedel Financial Consulting	Dec 2025	2.4k	$221k
Coordinated Financial Services	Dec 2025	2.4k	$220k
Balboa Wealth Partners	Dec 2025	2.4k	$220k
Caitong International Asset Management	Dec 2025	2.4k	$219k
Ducere Wealth Management	Dec 2025	2.4k	$219k
Precision Wealth Strategies	Dec 2025	2.4k	$218k
Kapstone Financial Advisors	Dec 2025	2.4k	$218k
Cura Wealth Advisors	Dec 2025	2.4k	$216k
Calton & Associates	Dec 2025	2.3k	$216k
Farmers National Bank	Dec 2025	2.3k	$216k
IVC Wealth Advisors	Dec 2025	2.3k	$215k
Emerald Investment Partners	Dec 2025	2.3k	$215k
Gladstone Institutional Advisory	Dec 2025	2.3k	$216k
Meeder Advisory Services	Dec 2025	2.3k	$215k
Seed Wealth Management	Dec 2025	2.3k	$215k
Angeles Wealth Management	Dec 2025	2.3k	$215k
Cornerstone Wealth Management	Dec 2025	2.3k	$214k
American Trust	Dec 2025	2.3k	$212k
Knights of Columbus Asset Advisors	Dec 2025	2.3k	$210k
Fort Sheridan Advisors	Dec 2025	2.3k	$210k
bLong Financial	Dec 2025	2.3k	$209k
J. Safra Sarasin Holding	Dec 2025	2.3k	$211k
Farmers & Merchants Trust Co of Long Beach	Dec 2025	2.3k	$209k
D.B. Root & Company	Dec 2025	2.3k	$208k
Hanlon Investment Management	Dec 2025	2.3k	$207k
Alpha Family Trust	Dec 2025	2.2k	$206k
Perennial Investment Advisors	Dec 2025	2.2k	$203k
Steinberganna Wealth Management	Dec 2025	2.2k	$202k
Cascade Financial Partners	Dec 2025	2.2k	$202k
Jaffetilchin Investment Partners	Dec 2025	2.2k	$201k
WPG Advisers	Dec 2025	2.2k	$200k
Westfuller Advisors	Dec 2025	2.1k	$192k
Close Asset Management	Dec 2025	2.1k	$188k
LFA - Lugano Financial Advisors SA	Dec 2025	1.9k	$175k
Hazlett, Burt & Watson	Dec 2025	1.9k	$175k
Alerus Financial	Dec 2025	1.8k	$167k
Wealth Preservation Advisors	Dec 2025	1.8k	$163k
Addison Advisors	Dec 2025	1.7k	$160k
Westside Investment Management	Dec 2025	1.7k	$153k
Foster Dykema Cabot & Partners	Dec 2025	1.6k	$151k
Parkside Financial Bank & Trust	Dec 2025	1.6k	$147k
Sound Income Strategies	Dec 2025	1.6k	$149k
Luken Investment Analytics	Dec 2025	1.6k	$144k
Independence Bank of Kentucky	Dec 2025	1.6k	$143k
UMA Financial Services	Dec 2025	1.5k	$138k
Mb, Levis & Associates	Dec 2025	1.5k	$137k
Golden State Wealth Management	Dec 2025	1.5k	$136k
Hills Bank And Trust Company	Dec 2025	1.4k	$133k
Bruce G. Allen Investments	Dec 2025	1.4k	$132k
Rakuten Securities	Dec 2025	1.4k	$131k
Greykasell Wealth Strategies	Dec 2025	1.4k	$127k
North Star Investment Management	Dec 2025	1.3k	$123k
Dougherty Wealth Advisers	Dec 2025	1.3k	$119k
NISA Investment Advisors	Dec 2025	1.3k	$118k
Richardson Financial Services	Dec 2025	1.3k	$118k
Old Point Trust & Financial Services N A	Dec 2025	1.2k	$113k
Paradigm Asset Management Company	Dec 2025	1.2k	$110k
Salomon & Ludwin	Dec 2025	1.2k	$109k
Pinnacle Bank	Dec 2025	1.2k	$110k
HHM Wealth Advisors	Dec 2025	1.2k	$107k
Quent Capital	Dec 2025	1.2k	$107k
New England Capital Financial Advisors	Dec 2025	1.1k	$103k
Farmers & Merchants Investment	Dec 2025	1.1k	$102k
SHP Wealth Management	Dec 2025	1.1k	$100k
Webster Bank, N. A.	Dec 2025	1.1k	$98k
Center for Financial Planning	Dec 2025	1.1k	$97k
Strengthening Families & Communities	Dec 2025	1.0k	$94k
TrueNorth	Dec 2025	1.0k	$93k
Inlight Wealth Management	Dec 2025	1.0k	$92k
Accent Capital Management	Dec 2025	1.0k	$92k
Cornerstone Planning Group	Dec 2025	993.00	$93k
Centennial Bank	Dec 2025	960.00	$88k
Community Bank	Dec 2025	952.00	$88k
Frazier Financial Advisors	Dec 2025	931.00	$86k
Brown, Lisle/cummings	Dec 2025	922.00	$85k
Mechanics Financial Corp	Dec 2025	900.00	$83k
Centerpoint Advisors	Dec 2025	900.00	$83k
White Bay PT	Dec 2025	889.00	$82k
MTM Investment Management	Dec 2025	849.00	$78k
Newbridge Financial Services Group	Dec 2025	839.00	$77k
Leonteq Securities	Dec 2025	836.00	$77k
Banque Cantonale Vaudoise	Dec 2025	766.00	$70k
Thompson Investment Management	Dec 2025	753.00	$69k
Fil	Dec 2025	733.00	$67k
Indiana Trust & Investment Management	Dec 2025	681.00	$63k
Concord Wealth Partners	Dec 2025	671.00	$62k
Capital Analysts	Dec 2025	625.00	$57k
Wellington Grp	Dec 2025	587.00	$54k
ORG Wealth Partners	Dec 2025	561.00	$52k
Osterweis Capital Management	Dec 2025	560.00	$52k
Bollard	Dec 2025	554.00	$51k
Highline Wealth Partners	Dec 2025	548.00	$50k
Aventura Private Wealth	Dec 2025	500.00	$46k
Annis Gardner Whiting Capital Advisors	Dec 2025	496.00	$46k
Milestone Group	Dec 2025	479.00	$44k
Estabrook Capital Management	Dec 2025	475.00	$44k
Jennifer Ranahan	Dec 2025	411.00	$38k
Truvestments Capital	Dec 2025	364.00	$34k
Bell Investment Advisors	Dec 2025	357.00	$33k
Park Place Capital Corp	Dec 2025	352.00	$32k
Pacific Center for Financial Services	Dec 2025	350.00	$27k
Avalon Trust	Dec 2025	350.00	$32k
TFC Financial Management	Dec 2025	345.00	$32k
YANKCOM Partnership	Dec 2025	342.00	$31k
Albion Financial Group	Dec 2025	337.00	$31k
D. J. St. Germain	Dec 2025	336.00	$31k
Eagle Bay Advisors	Dec 2025	328.00	$30k
Creative Financial Designs	Dec 2025	328.00	$30k
NBT Bank	Dec 2025	313.00	$29k
TCTC Holdings	Dec 2025	300.00	$28k
South Plains Financial	Dec 2025	287.00	$26k
Glen Eagle Advisors	Dec 2025	279.00	$26k
Evelyn Partners Investment Management Services	Dec 2025	274.00	$25k
Nemes Rush Group	Dec 2025	270.00	$25k
Jackson, Grant Investment Advisers	Dec 2025	269.00	$25k
Riverview Trust	Dec 2025	260.00	$24k
Basepoint Wealth	Dec 2025	251.00	$23k
Rialto Wealth Management	Dec 2025	250.00	$23k
Pingora Partners	Dec 2025	250.00	$23k
Measured Wealth Private Client Group	Dec 2025	235.00	$22k
WestEnd Capital Management	Dec 2025	234.00	$22k
SOA Wealth Advisors	Dec 2025	232.00	$21k
1 North Wealth Services	Dec 2025	215.00	$20k
Lloyd Advisory Services	Dec 2025	201.00	$19k
Corsicana & Co.	Mar 2026	200.00	$15k
Old Second Wealth Management	Dec 2025	200.00	$18k
Fourth Dimension Wealth	Dec 2025	200.00	$18k
Missouri Trust & Investment	Dec 2025	200.00	$18k
Morton Brown Family Wealth	Dec 2025	195.00	$18k
WealthCollab	Dec 2025	179.00	$17k
Wiser Advisor Group	Dec 2025	173.00	$16k
Clal Insurance Enterprises Holdings	Dec 2025	170.00	$16k
Fwl Investment Management	Dec 2025	165.00	$15k
Navigoe	Dec 2025	165.00	$15k
Financial Network Wealth Advisors	Dec 2025	158.00	$15k
Hoey Investments	Dec 2025	150.00	$14k
MV Capital Management	Dec 2025	149.00	$14k
Mark Sheptoff Financial Planning	Dec 2025	145.00	$13k
Smallwood Wealth Investment Management	Dec 2025	143.00	$13k
American Capital Advisory	Dec 2025	131.00	$12k
SJS Investment Consulting	Dec 2025	125.00	$12k
Fairman Group	Dec 2025	124.00	$11k
1248 Management	Dec 2025	122.00	$11k
Strive Financial Group	Dec 2025	118.00	$11k
Diam	Dec 2025	117.00	$11k
Valued Wealth Advisors	Dec 2025	117.00	$11k
Consultiva Wealth Management, Corp.	Dec 2025	116.00	$11k
Bank of Jackson Hole Trust	Dec 2025	111.00	$10k
PFS Partners	Dec 2025	110.00	$10k
Wolff Wiese Magana	Dec 2025	106.00	$9.7k
Wealth Watch Advisors	Dec 2025	106.00	$9.7k
Bellevue Asset Management	Dec 2025	100.00	$18k
Costello Asset Management	Dec 2025	100.00	$9.2k
Heritage Wealth Advisors	Dec 2025	99.00	$9.1k
First Pacific Financial	Dec 2025	96.00	$8.8k
Caldwell Sutter Capital	Dec 2025	93.00	$8.5k
Sachetta	Dec 2025	90.00	$8.3k
Washington Trust Advisors	Dec 2025	90.00	$8.3k
Dunhill Financial	Dec 2025	86.00	$7.9k
Wealth Science Advisors	Mar 2026	85.00	$7.8k
MCF Advisors	Dec 2025	82.00	$7.5k
Whipplewood Advisors	Dec 2025	80.00	$7.4k
Elevated Capital Advisors	Dec 2025	78.00	$7.2k
Global Trust Asset Management	Dec 2025	78.00	$7.2k
Stone House Investment Management	Dec 2025	77.00	$7.1k
Maryland Capital Advisors	Dec 2025	77.00	$7.1k
Minot DeBlois Advisors	Dec 2025	75.00	$6.9k
Efficient Wealth Management	Dec 2025	74.00	$6.0k
Mcguire Capital Advisors	Dec 2025	72.00	$6.6k
Vermillion Wealth Management	Dec 2025	68.00	$6.3k
Peoples Financial Services	Dec 2025	62.00	$5.7k
Johnson Financial Group	Dec 2025	61.00	$5.6k
McIlrath & Eck	Dec 2025	61.00	$5.6k
Kilter Group	Dec 2025	59.00	$5.4k
HighMark Wealth Management	Dec 2025	59.00	$5.5k
St. Johns Investment Management Company	Dec 2025	58.00	$5.3k
Tidemark	Dec 2025	55.00	$5.1k
HFM Investment Advisors	Dec 2025	50.00	$4.6k
Vision Retirement	Dec 2025	50.00	$4.6k
Hager Investment Management Services	Dec 2025	49.00	$4.5k
Millstone Evans Group	Dec 2025	42.00	$3.9k
Legacy Wealth Managment	Dec 2025	42.00	$3.9k
Hara Capital	Dec 2025	40.00	$3.7k
Evolution Wealth Management	Dec 2025	40.00	$3.7k
CoreFirst Bank & Trust	Dec 2025	40.00	$3.7k
Bayban	Dec 2025	40.00	$3.7k
BFSG	Dec 2025	36.00	$3.3k
Coston, McIsaac & Partners	Dec 2025	31.00	$2.0k
CWM Advisors	Dec 2025	28.00	$2.6k
Signature Resources Capital Management	Dec 2025	26.00	$2.4k
Kohmann Bosshard Financial Services	Dec 2025	21.00	$1.9k
First Command Advisory Services	Dec 2025	21.00	$1.9k
Gold Investment Management	Dec 2025	20.00	$1.8k
CFG Wealth Management Services	Dec 2025	20.00	$1.8k
Solstein Capital	Dec 2025	19.00	$1.7k
Toth Financial Advisory Corporation	Dec 2025	18.00	$1.7k
Richardson Capital Management	Mar 2026	15.00	$3.0k
Fortitude Family Office	Dec 2025	13.00	$1.2k
Caitlin John	Dec 2025	12.00	$1.1k
Operose Advisors	Dec 2025	10.00	$919.000000
Networth Advisors	Dec 2025	6.00	$552.000000
Bear Mountain Capital	Dec 2025	1.00	$94.000000

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