Who owns Royal Dutch Shell?

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

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Top investors of Royal Dutch Shell stock

Who bought or sold Royal Dutch Shell this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
Wellington Management Company 6.2M $268M -4% Dec 2021
Citigroup 1.0M $45M 100% Dec 2021
Wells Fargo & Company 730k $32M -13% Dec 2021
Healthcare Of Ontario Pension Plan Trust Fund 650k $28M 139% Dec 2021
Gluskin Sheff + Associates 631k $14M 100% Dec 2021
Fayez Sarofim & Co 541k $24M 1% Dec 2021
Pnc Financial Services 483k $21M -1% Dec 2021
CI Investments 440k $19M -16% Dec 2021
ExodusPoint Capital Management 412k $18M 231% Dec 2021
Natixis Asset Management Advisors 319k $14M 11% Dec 2021
Trustmark National Bank - Trust Department 180k $7.8M -30% Dec 2021

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Bank Of Montreal 174k $7.6M -4% Dec 2021
HighTower Advisors 159k $6.9M 1% Dec 2021
Becker Capital Management 147k $6.4M -10% Dec 2021
Burns Wealth Management 138k $6.0M 4% Dec 2021
Hennessy Advisors 109k $4.7M -2% Dec 2021
Jarislowsky, Fraser 85k $3.7M -34% Dec 2021
Cambridge Investment Research Advisors 83k $3.6M 2% Dec 2021
Barclays 81k $3.5M -16% Dec 2021
Creative Planning 80k $3.5M 1% Dec 2021
Glenmede Trust Company 70k $3.0M -4% Dec 2021
Lincluden Management 56k $2.4M -2% Dec 2021
D.A. Davidson & Co. 54k $2.3M -20% Dec 2021
Oppenheimer Asset Management 43k $1.8M 38% Dec 2021
Waters, Parkerson & Co 42k $1.8M -11% Dec 2021
First Republic Investment Management 41k $1.8M 5% Dec 2021
Wetherby Asset Management 40k $1.7M 11% Dec 2021
Peapack Gladstone Financial Corp 40k $1.7M 5% Dec 2021
Country Club Trust Company 39k $1.7M 5% Dec 2021
AE Wealth Management 38k $1.7M 19% Dec 2021
Atlantic Trust 38k $1.6M -11% Dec 2021
Beck Mack & Oliver 37k $1.6M -6% Dec 2021
Earnest Partners 36k $1.6M 0% Dec 2021
Connectus Wealth 34k $1.5M -20% Mar 2022
Corient Capital Partners 32k $1.4M -1% Dec 2021
Guggenheim Capital, LLC Managers 32k $1.4M -15% Dec 2021
Oppenheimer & Co 29k $1.3M -10% Dec 2021
Regatta Capital Group 28k $1.2M 100% Dec 2021
Hsbc Holdings 27k $1.2M -15% Dec 2021
Bahl & Gaynor 27k $1.2M 0% Dec 2021
HB Wealth Management 26k $1.1M 100% Dec 2021
Lawrence Kelly & Associates, Incorporated 26k $1.1M -7% Dec 2021
Neville Rodie & Shaw 25k $1.1M 0% Dec 2021
Glynn Capital Management 24k $1.3M 0% Mar 2022
Hollencrest Securities 22k $953k 0% Dec 2021
Bessemer 20k $854k 17% Dec 2021
Red Spruce Capital 19k $838k -1% Dec 2021
TCW Group 19k $818k 0% Dec 2021
Evergreen Capital Management 18k $769k 9% Dec 2021
Forum Financial Management 17k $746k 100% Dec 2021
W. E. Donoghue & Co 17k $731k 100% Dec 2021
Cadinha & Co 15k $647k -98% Dec 2021
Thornburg Investment Management 15k $647k 12% Dec 2021
Tdam Usa 15k $630k 0% Dec 2021
Farmers & Merchants Investment 14k $622k 0% Dec 2021
Trust Co Of Vermont 12k $529k 0% Dec 2021
Clarius 12k $517k 0% Mar 2022
Colony Group 12k $504k -18% Dec 2021
CLS Investments 11k $460k 2% Dec 2021
Samalin Investment Counsel 10k $434k 0% Dec 2021
John G.Ullman & Associates 9.9k $544k 0% Mar 2022
JustInvest 9.8k $425k 3% Dec 2021
Bradley, Foster & Sargent 9.5k $410k -3% Dec 2021
_Sentinel Trust Company, LBA______________ 9.3k $405k -2% Dec 2021
Crescent Capital Consulting 9.3k $399k 0% Dec 2021
Schulhoff & Company 9.2k $503k 9% Mar 2022
Bridge Creek Capital Management 9.1k $396k 0% Dec 2021
Grandfield & Dodd 8.9k $390k -22% Dec 2021
Altium Wealth Management 8.0k $349k -12% Dec 2021
Commonwealth of Pennsylvania 7.9k $342k 13% Dec 2021
Quantbot Technologies 7.8k $337k -94% Dec 2021
Stokes Family Office 7.7k $334k 27% Dec 2021
Altshuler Shaham 7.7k $341k 0% Dec 2021
Alhambra Investment Partners 7.6k $328k 0% Dec 2021
Falcon Wealth Planning 7.3k $316k 1% Dec 2021
Kingsview Wealth Management 7.1k $308k 21% Dec 2021
Ramsay, Stattman, Vela & Price 6.7k $290k 0% Dec 2021
Arkfeld Wealth Strategies 6.6k $327k -11% Dec 2021
Spire Wealth Management 6.6k $286k 24% Dec 2021
Carroll Financial Associates 6.6k $291k 2% Dec 2021
Cambridge Trust Company 6.1k $266k 16% Dec 2021
Seaward Management Limited Partnership 6.1k $266k 0% Dec 2021
IFP Advisors 5.5k $241k 1% Dec 2021
Apollon Wealth Management 5.3k $230k 100% Dec 2021
Hancock Bank Trust Department 5.3k $227k 8% Dec 2021
Apeiron RIA 5.0k $217k 100% Dec 2021
Gillespie Robinson & Grimm 4.9k $211k -2% Dec 2021
Connor, Clark & Lunn Investment Management 4.8k $209k -93% Dec 2021
Ancora Advisors 3.8k $148k 113% Mar 2022
Harbour Investments 3.6k $156k 20% Dec 2021
NEXT Financial 3.5k $151k 8% Dec 2021
Tompkins Financial Corp 3.0k $132k 0% Dec 2021
Salem Investment Counselors 2.6k $112k 30% Dec 2021
SRS Capital Advisors 2.2k $96k 10% Dec 2021
Capital Analysts 2.1k $91k 0% Dec 2021
Boit C F David 2.0k $87k 0% Mar 2022
Cyrus J. Lawrence 1.6k $90k 100% Mar 2022
Baystate Wealth Management 1.2k $53k 0% Dec 2021
Kings Point Capital Management 1.1k $48k 0% Dec 2021
Piscataqua Savings Bank 989.00 $43k 0% Dec 2021
Acadian Asset Management 883.00 $38k -67% Dec 2021
Bollard 759.00 $33k 1% Dec 2021
Reilly Financial Advisors 745.00 $32k 0% Dec 2021
Hm Payson & Co 623.00 $27k -70% Dec 2021
Vectors Research Management 619.00 $27k 0% Dec 2021
S.A. Mason 600.00 $26k 0% Dec 2021
Monolith Advisors 575.00 $25k 0% Mar 2022
Founders Capital Management 500.00 $22k 0% Mar 2022
Adirondack Trust 445.00 $19k -9% Dec 2021
Financial Gravity Wealth 385.00 $0 28% Mar 2022
Turim 21 Investimentos 345.00 $18k 0% Mar 2022
Mechanics Financial Corp 311.00 $13k 100% Dec 2021
Optimum Investment Advisors 300.00 $16k -67% Mar 2022
Resources Management Corp 300.00 $15k -90% Mar 2022
Edmond De Rothschild Holding 265.00 $15k -75% Mar 2022
Marcia E. Wade 230.00 $10k 0% Dec 2021
Providence Capital Advisors 229.00 $10k 100% Dec 2021
Widmann Financial Services 200.00 $8.0k 100% Dec 2021
Mine & Arao Wealth Creation & Management 200.00 $9.0k 0% Dec 2021
Charter Oak Capital Management 166.00 $6.0k 0% Dec 2021
N.E.W. Advisory Services 143.00 $6.0k 100% Mar 2022
Paragon Capital Management 5.00 $0 100% Dec 2021
Huntington National Bank 1.00 $0 -100% Mar 2022
Sugarloaf Wealth Management 0 $0 -100% Mar 2022

Who sold out of Royal Dutch Shell?

Fund or Company Name Date Sold Shares Held Valued At
Fisher Investments Dec 2021 19M $813M
Hotchkis and Wiley Capital Management Dec 2021 9.5M $414M
FMR Sep 2021 9.2M $409M
Franklin Resources Dec 2021 7.8M $339M
Goldman Sachs Group Dec 2021 5.9M $255M
Lord, Abbett & Co Dec 2021 4.7M $205M
Capital Research Global Investors Sep 2021 4.0M $179M
Pzena Investment Management Dec 2021 4.0M $174M
Citadel Advisors Dec 2021 3.6M $157M
Millennium Management Sep 2021 3.0M $134M
Bank of America Corporation Dec 2021 2.4M $104M
Mackenzie Financial Sep 2021 2.3M $103M
Parametric Portfolio Associates Sep 2021 2.3M $101M
Arrowstreet Capital, Limited Partnership Sep 2021 2.2M $99M
Renaissance Technologies Dec 2021 1.9M $82M
State Farm Mutual Automobile Insurance Company Dec 2021 1.9M $81M
Northern Trust Dec 2021 1.7M $73M
Todd-Veredus Asset Management Dec 2021 1.5M $63M
Jane Street Dec 2021 1.3M $57M
Holocene Advisors Dec 2021 1.3M $56M
Norges Bank Investment Management Dec 2021 1.2M $53M
Wintrust Financial Corporation Dec 2021 1.2M $51M
Letko, Brosseau & Associates Dec 2021 1.0M $45M
Paulson & Co Dec 2021 1.0M $43M
Robeco Investment Management Dec 2021 938k $41M
Teachers Retirement System Of The State Of Kentucky Dec 2021 875k $38M
Point72 Asset Management Dec 2021 776k $34M
G. W. Henssler & Associates Dec 2021 749k $33M
Nan Shan Life Insurance Sep 2021 696k $31M
Merewether Investment Management Dec 2021 641k $28M
American Assets Investment Management Dec 2021 536k $23M
Credit Suisse Sep 2021 524k $23M
Weiss Multi-strategy Advisers Sep 2021 506k $23M
Gemsstock Dec 2021 503k $22M
Causeway Capital Management Dec 2021 498k $22M
Mondrian Investment Partners Dec 2021 493k $21M
Jennison Associates Dec 2021 456k $20M
WEDGE Capital Management L Dec 2021 403k $18M
Kornitzer Capital Management Dec 2021 392k $17M
Walleye Trading Sep 2021 388k $17M
Bank of New York Mellon Dec 2021 385k $17M
American Century Companies Dec 2021 344k $15M
D. E. Shaw & Co Dec 2021 340k $15M
Envestnet Asset Management Dec 2021 321k $14M
Stifel Financial Sep 2021 308k $14M
Energy Income Partners Dec 2021 286k $12M
Lodge Hill Capital Sep 2021 275k $12M
Euro Pacific Asset Management Sep 2021 275k $12M
Twin Tree Management Dec 2021 274k $12M
Fort Washington Investment Advisors Dec 2021 269k $12M
CIBC World Markets Sep 2021 263k $12M
PEAK6 Investments Dec 2021 261k $11M
Greenwood Gearhart Dec 2021 260k $11M
Huber Capital Management Dec 2021 247k $11M
TruWealth Advisors Dec 2021 229k $10M
Cohen Klingenstein Dec 2021 216k $9.4M
Raymond James & Associates Dec 2021 200k $8.7M
FineMark National Bank & Trust Sep 2021 187k $8.3M
M^T Bank Corporation Dec 2021 167k $7.3M
Toroso Investments Dec 2021 164k $7.1M
Us Bancorp Dec 2021 160k $7.0M
Jpmorgan Chase & Co Dec 2021 160k $7.0M
Branch Banking & Trust Company Sep 2021 160k $7.1M
Advisor Group Holdings Dec 2021 158k $6.9M
Verition Fund Management Dec 2021 151k $6.5M
Sumitomo Mitsui Trust Holdings Dec 2021 142k $6.2M
Nikko Asset Management Americas Dec 2021 142k $6.3M
Cubist Systematic Strategies Dec 2021 140k $6.1M
Raymond James Financial Services Advisors Dec 2021 135k $5.9M
Klingenstein Fields & Co Dec 2021 132k $5.7M
Willis Johnson & Associates Dec 2021 125k $5.4M
U.S. Capital Wealth Advisors Dec 2021 119k $5.2M
Davenport & Co Sep 2021 119k $5.3M
Commonwealth Equity Services Dec 2021 119k $5.1M
Avalon Advisors Sep 2021 116k $5.2M
Shelter Mutual Insurance Company Dec 2021 114k $4.9M
Augustine Asset Management Dec 2021 113k $4.9M
Deutsche Bank Aktiengesellschaft Dec 2021 110k $4.8M
Russell Investments Dec 2021 107k $4.7M
Voloridge Investment Management Sep 2021 107k $4.8M
Eagle Global Advisors Dec 2021 106k $4.6M
Leuthold Weeden Capital Management Dec 2021 100k $4.4M
ICON Advisers Sep 2021 100k $4.5M
Mercer Global Advisors Dec 2021 97k $4.2M
Cullen Frost Bankers Dec 2021 94k $4.1M
Gabelli Funds Dec 2021 91k $4.0M
ClearBridge Advisors Dec 2021 89k $3.9M
H D Vest Advisory Services Dec 2021 88k $3.8M
Kempner Capital Management Dec 2021 84k $3.6M
Rockefeller Capital Management Sep 2021 81k $3.6M
Eaton Vance Management Dec 2021 79k $3.4M
CHICAGO TRUST Co NA Dec 2021 78k $3.4M
Employees Retirement System of Texas Dec 2021 77k $3.4M
Dodge & Cox Sep 2021 77k $3.4M
Baird Financial Dec 2021 76k $3.3M
Bragg Financial Advisors Sep 2021 74k $3.3M
Crossmark Global Holdings Dec 2021 74k $3.2M
White Bay PT Dec 2021 73k $3.2M
Argyle Capital Management Dec 2021 73k $6.2M
Keybank National Association Dec 2021 69k $3.0M
SCBT Financial Corporation Dec 2021 69k $3.0M
Cetera Investment Advisers Sep 2021 69k $3.1M
GFS Advisors Dec 2021 69k $3.0M
First Trust Advisors Dec 2021 68k $2.9M
Brown Brothers Harriman & Co. Sep 2021 67k $3.0M
First National Bank Of Omaha Dec 2021 67k $2.9M
Brian McDonald Dec 2021 65k $3.2M
Janet M. Hewlett Dec 2021 65k $2.8M
Fifth Third Bancorp Dec 2021 65k $2.8M
Richard P Slaughter Associates Dec 2021 65k $2.8M
Sei Investments Sep 2021 65k $2.9M
Janney Montgomery Scott Dec 2021 62k $2.7M
Qube Research & Technologies Dec 2021 62k $2.7M
Mariner Wealth Advisors Dec 2021 62k $2.7M
Integrated Wealth Concepts Dec 2021 61k $2.6M
Game Creek Capital Dec 2021 61k $2.6M
General Re - New England Asset Management Dec 2021 61k $2.6M
Allianz Asset Management Dec 2021 60k $2.6M
Allspring Global Investments Holdings Dec 2021 60k $2.6M
Neuberger Berman Group Dec 2021 59k $2.4M
National Bank Of Canada /fi/ Dec 2021 58k $2.5M
FORA Capital Sep 2021 57k $2.5M
Cardinal Capital Management Dec 2021 56k $2.4M
Weatherly Asset Management Dec 2021 56k $2.4M
Concentric Wealth Management Dec 2021 55k $2.4M
O'shaughnessy Asset Management Dec 2021 53k $2.3M
Heritage Investors Management Corp. Dec 2021 52k $2.3M
Marble Harbor Investment Counsel Dec 2021 50k $2.2M
Simplex Trading Dec 2021 50k $2.2M
Sandy Spring Bank Dec 2021 48k $2.1M
First Eagle Investment Management Dec 2021 48k $2.1M
Gail Mannix Dec 2021 46k $2.0M
United Fire & Casualty Company Dec 2021 46k $2.0M
Investment Management of Virginia Dec 2021 46k $2.0M
Umb Bank N A Dec 2021 45k $2.0M
Octavia Wealth Advisors Dec 2021 45k $1.9M
Absher Wealth Management Dec 2021 42k $1.8M
Kanawha Capital Management Dec 2021 39k $1.7M
Peter B. Cannell & Co Dec 2021 39k $1.7M
Wellington Shields Capital Management Sep 2021 39k $1.7M
Hedges Asset Management Dec 2021 39k $1.7M
Drexel Morgan & Co. Sep 2021 37k $1.6M
UnionBanCal Corporation Dec 2021 35k $1.5M
Horan Capital Advisors Dec 2021 35k $1.5M
Kestra Advisory Services Dec 2021 35k $1.5M
Brown Advisory Holdings Incorporated Dec 2021 34k $1.4M
Nomura Holdings Sep 2021 34k $1.5M
Moors & Cabot Sep 2021 33k $1.5M
Tortoise Capital Advisors Sep 2021 33k $1.5M
Barry Investment Advisors Sep 2021 32k $1.4M
Commerce Bank N A Dec 2021 32k $1.4M
Yousif Capital Management Dec 2021 32k $1.4M
Northwestern Mutual Wealth Management Company Dec 2021 32k $1.4M
Cutter & CO Brokerage Sep 2021 31k $1.4M
Regions Bank Dec 2021 31k $1.4M
Veritable Sep 2021 31k $1.4M
Coerente Capital Management Dec 2021 30k $1.3M
CenterStar Asset Management Dec 2021 30k $1.3M
Caption Management Dec 2021 29k $1.3M
Security Asset Management Dec 2021 29k $1.3M
Haverford Trust Company Sep 2021 29k $1.3M
Canandaigua National Bank and Trust Company Dec 2021 29k $1.2M
Gofen & Glossberg Dec 2021 28k $1.2M
Manufacturers Life Insurance Company Dec 2021 28k $1.2M
Lowe, Brockenbrough & Company Sep 2021 28k $1.2M
Cohen Capital Management Dec 2021 27k $1.2M
Geode Capital Management Dec 2021 26k $1.1M
Signature Dec 2021 26k $1.1M
Steward Partners Investment Advisory Dec 2021 26k $1.1M
Woodstock Corp Dec 2021 26k $1.1M
Roosevelt Investment Group Dec 2021 26k $1.1M
Grace & White Dec 2021 26k $1.1M
Captrust Financial Advisors Sep 2021 25k $1.1M
Bank Of Oklahoma National Association / Dec 2021 25k $1.1M
Comprehensive Portfolio Management Dec 2021 25k $1.1M
Clarus Group Dec 2021 25k $1.1M
Advisory Services Network Sep 2021 25k $1.1M
Excalibur Management Corporation Dec 2021 24k $1.0M
ProFund Advisors Dec 2021 24k $1.0M
Simmons Bank Dec 2021 24k $1.0M
Foster & Motley Dec 2021 24k $1.0M
Greenleaf Trust Dec 2021 24k $1.0M
Ipswich Investment Management Dec 2021 23k $1.0M
Loring Wolcott Coolidge Fa Sep 2021 22k $995k
Evoke Wealth Dec 2021 22k $966k
BTC Capital Management Dec 2021 22k $963k
Trust Co Of Toledo Na Dec 2021 22k $950k
William Blair $ Company Sep 2021 22k $968k
Solstein Capital Dec 2021 22k $932k
Prospera Financial Services Sep 2021 21k $954k
Private Advisor Dec 2021 21k $906k
Community Bank of Raymore Dec 2021 21k $906k
Moody National Bank Trust Division Dec 2021 21k $896k
Bnp Paribas Arbitrage, Snc Dec 2021 21k $894k
West Family Investments Dec 2021 20k $879k
Portland Global Advisors Dec 2021 20k $876k
Valeo Financial Advisors Dec 2021 20k $873k
P.a.w. Capital Partners Dec 2021 20k $868k
CCM Partners Dec 2021 20k $868k
CWM Dec 2021 20k $858k
Israel Discount Bank of New York Sep 2021 19k $865k
Burney Co/ Dec 2021 19k $833k
Covington Capital Management Dec 2021 19k $830k
Glenview Trust Dec 2021 19k $817k
Streettalk Advisors Sep 2021 19k $838k
Roundview Capital Dec 2021 19k $814k
qPULA Trading Management Dec 2021 19k $807k
First Hawaiian Bank Dec 2021 19k $806k
Bluefin Capital Management Dec 2021 19k $803k
Financial Advocates Investment Management Sep 2021 18k $814k
Quadrant Capital Dec 2021 18k $781k
Chevy Chase Trust Holdings Dec 2021 18k $779k
Stephens Dec 2021 17k $757k
Carnick & Kubik Dec 2021 17k $751k
Advisors Asset Management Dec 2021 17k $750k
Everett Harris & Co Dec 2021 17k $748k
Clifford Swan Investment Counsel Dec 2021 17k $743k
Redwood Investment Management Sep 2021 17k $758k
Energy Opporutunities Capital Management Dec 2021 17k $732k
American National Insurance Company Dec 2021 17k $727k
Ameritas Advisory Services Dec 2021 17k $715k
Marietta Investment Partners Sep 2021 16k $727k
Whittier Trust Co. of Nevada Dec 2021 16k $698k
Wedbush Morgan Securities Dec 2021 16k $695k
J. Jeffrey Auxier Dec 2021 16k $681k
Mckinley Capital Management Dec 2021 16k $678k
Puzo Michael J Dec 2021 16k $678k
Mml Investors Services Sep 2021 16k $692k
Parallel Advisors Dec 2021 15k $660k
First Manhattan Sep 2021 15k $673k
Stock Yards Trust Company Dec 2021 15k $638k
Vontobel Holding Dec 2021 14k $642k
Traynor Capital Management Dec 2021 14k $624k
Cordatus Wealth Management Dec 2021 14k $621k
Hudson Portfolio Management Sep 2021 14k $627k
Lido Advisors Dec 2021 14k $612k
Tiaa Dec 2021 14k $587k
Wesbanco Trust And Investments Dec 2021 14k $584k
Hartland & Co Sep 2021 14k $600k
Cresset Asset Management Sep 2021 13k $595k
Advisor Partners Dec 2021 13k $579k
Confluence Investment Management Dec 2021 13k $578k
Park National Corp Dec 2021 13k $575k
Cary Street Partner Investment Advisory Dec 2021 13k $563k
Dorchester Wealth Management Dec 2021 13k $556k
Moneta Group Investment Advisors Dec 2021 13k $555k
Central Trust & Investment Dec 2021 13k $552k
Aull & Monroe Investment Management Corp. Dec 2021 13k $545k
Shufro Rose & Co Dec 2021 13k $545k
Eagle Rock Investment Company Dec 2021 12k $538k
Chesley, Taft & Associates Dec 2021 12k $538k
Btim Dec 2021 12k $537k
Park Avenue Securities Dec 2021 12k $536k
Mission Wealth Management Dec 2021 12k $535k
Geneos Wealth Management Dec 2021 12k $533k
Kovack Advisors Dec 2021 12k $525k
Penbrook Managment Dec 2021 12k $525k
Birmingham Capital Management Dec 2021 12k $523k
Scotia Capital Dec 2021 12k $516k
Stratos Wealth Partners Dec 2021 12k $514k
MAI Wealth Advisors Dec 2021 12k $513k
Pinnacle Wealth Planning Services Dec 2021 12k $496k
Financial Counselors Dec 2021 12k $501k
Am Investment Strategies Dec 2021 11k $496k
Select Asset Management & Trust Dec 2021 11k $495k
Strategic Advisors Dec 2021 11k $490k
Gyon Technologies Capital Management Dec 2021 11k $490k
Sigma Planning Dec 2021 11k $488k
International Assets Investment Management Dec 2021 11k $483k
First Business Financial Services Dec 2021 11k $481k
CPCM Sep 2021 11k $488k
Capital Investment Advisors Dec 2021 11k $470k
Independent Advisor Alliance Dec 2021 11k $469k
Old National Trust Company Dec 2021 11k $469k
Pictet Bank & Trust Dec 2021 11k $469k
North Star Investment Management Dec 2021 11k $465k
Lazard Asset Management Dec 2021 11k $460k
Investors Research Corp Dec 2021 11k $461k
Forefront Wealth Management Dec 2021 11k $460k
Segall Bryant & Hamill Sep 2021 11k $467k
Henry James International Management Dec 2021 11k $454k
Wealthsource Partners Sep 2021 10k $464k
Jump Financial Sep 2021 10k $459k
Victory Capital Management Dec 2021 10k $446k
Raymond James Trust Dec 2021 10k $445k
Gradient Investments Dec 2021 10k $437k
SG3 Management Dec 2021 10k $434k
Goss Wealth Management Dec 2021 10k $432k
Saturna Capital Dec 2021 9.9k $432k
Dorsey & Whitney Trust Company Dec 2021 9.8k $405k
Livingston Group Asset Management Dec 2021 9.7k $419k
Luther King Capital Management Corporation Sep 2021 9.6k $430k
Ausdal Financial Partners Dec 2021 9.6k $419k
R.H. Dinel Investment Counsel Dec 2021 9.5k $413k
Matthew Goff Investment Advisor Dec 2021 9.4k $408k
Investment Advisory Services Dec 2021 9.4k $406k
Inscription Capital Dec 2021 9.3k $403k
Griffin Asset Management Dec 2021 9.3k $402k
Round Table Services Dec 2021 9.3k $402k
BLB^B Advisors Dec 2021 9.2k $400k
Boston Family Office Sep 2021 9.1k $407k
HPM Partners Dec 2021 9.1k $396k
Estabrook Capital Management Dec 2021 8.9k $386k
Radnor Capital Management Dec 2021 8.9k $385k
Karpas Strategies Dec 2021 8.9k $384k
Rathbones Brothers Dec 2021 8.8k $384k
Hanson & Doremus Investment Management Dec 2021 8.8k $383k
Insight 2811 Dec 2021 8.8k $382k
Private Asset Management Dec 2021 8.8k $380k
Plan Dec 2021 8.6k $374k
Bellecapital International Dec 2021 8.6k $373k
Boyd Watterson Asset Management Dec 2021 8.6k $372k
LLBH Private Wealth Management Dec 2021 8.6k $339k
Harrell Investment Partners Sep 2021 8.5k $380k
R.H. Bluestein & Company Sep 2021 8.5k $379k
Boenning & Scattergood Dec 2021 8.5k $368k
Private Trust Co Na Dec 2021 8.5k $367k
Sequoia Financial Advisors Dec 2021 8.4k $363k
Cutler Dec 2021 8.4k $363k
A. Montag and Associates Dec 2021 8.3k $362k
Crawford Investment Counsel Sep 2021 8.3k $370k
Schnieders Capital Management Dec 2021 8.3k $360k
Parsons Capital Management Dec 2021 8.2k $357k
Jones Financial Companies, L.L Dec 2021 8.2k $355k
Diversified Trust Company Dec 2021 8.2k $354k
National Asset Management Dec 2021 8.1k $353k
Verdence Capital Advisors Dec 2021 8.1k $351k
Nwam Sep 2021 8.1k $360k
Cape Cod Five Cents Savings Bank Sep 2021 8.0k $358k
Change Path Dec 2021 8.0k $360k
Woodward Diversified Capital Dec 2021 8.0k $346k
Philadelphia Trust Company Dec 2021 8.0k $346k
RegentAtlantic Capital Dec 2021 7.9k $343k
FTB Advisors Dec 2021 7.8k $338k
GAMCO Asset Management Dec 2021 7.8k $337k
Sawyer & Company Dec 2021 7.7k $336k
Oxbow Advisors Dec 2021 7.7k $334k
Lisa Snider Dec 2021 7.7k $334k
Bogart Wealth Dec 2021 7.6k $331k
Argent Trust Dec 2021 7.5k $326k
EP Wealth Advisors Dec 2021 7.5k $326k
Cable Hill Partners Dec 2021 7.5k $326k
Westwood Holdings Dec 2021 7.4k $323k
Nicholas Hoffman & Company Dec 2021 7.3k $318k
Quilter Sep 2021 7.3k $328k
Leavell Investment Management Dec 2021 7.3k $318k
Pictet & Cie Dec 2021 7.3k $317k
Americana Partners Dec 2021 7.2k $310k
Banco Bilbao Vizcaya Argentaria Sep 2021 7.1k $320k
Summit Financial Dec 2021 7.1k $308k
Zeke Capital Advisors Sep 2021 7.0k $312k
Eudaimonia Partners Sep 2021 7.0k $310k
Lester Murray Antman dba SimplyRich Dec 2021 6.9k $301k
Proequities Dec 2021 6.9k $301k
RMB Capital Management Dec 2021 6.9k $298k
Intersect Capital Sep 2021 6.9k $305k
Intrua Financial Sep 2021 6.8k $342k
Well Done Dec 2021 6.8k $296k
Whittier Trust Dec 2021 6.8k $296k
Parkside Financial Bank & Trust Sep 2021 6.8k $302k
Birch Hill Investment Advisors Dec 2021 6.8k $294k
Ieq Capital Dec 2021 6.8k $293k
Vigilant Capital Management Dec 2021 6.7k $291k
Bridges Investment Management Dec 2021 6.6k $288k
Beaton Management Dec 2021 6.6k $287k
David Vaughan Investments Sep 2021 6.6k $294k
Veriti Management Dec 2021 6.6k $286k
Atlas Private Wealth Management Dec 2021 6.5k $284k
American Financial Group Dec 2021 6.5k $282k
Red Cedar Capital Dec 2021 6.4k $277k
Venture Visionary Partners Dec 2021 6.3k $274k
Ledyard National Bank Dec 2021 6.3k $274k
Grimes & Company Dec 2021 6.2k $271k
Hudson Valley Investment Advisors Dec 2021 6.1k $266k
Northwest Bancshares Dec 2021 6.1k $263k
Sage Rhino Capital Dec 2021 6.0k $261k
Asset Advisors Investment Management Dec 2021 6.0k $260k
Prudential Financial Sep 2021 6.0k $240k
NTV Asset Management Dec 2021 6.0k $258k
Crewe Advisors Sep 2021 5.9k $262k
Brooks, Moore & Associates Dec 2021 5.9k $255k
Capital Investment Advisory Services Dec 2021 5.9k $254k
Comerica Securities Dec 2021 5.8k $252k
Johnston Asset Management Corp. Dec 2021 5.8k $252k
Level Four Advisory Services Dec 2021 5.7k $246k
Union Bankshares Dec 2021 5.6k $254k
Welch & Forbes Dec 2021 5.6k $244k
Chatham Capital Group Dec 2021 5.5k $239k
Chiron Capital Management Sep 2021 5.5k $245k
Regal Investment Advisors Sep 2021 5.5k $244k
Ingalls & Snyder Dec 2021 5.4k $236k
Kestra Private Wealth Services Dec 2021 5.4k $233k
Hanson McClain Advisors Dec 2021 5.4k $233k
Sontag Advisory Sep 2021 5.3k $237k
Cowa Dec 2021 5.3k $228k
Beacon Pointe Advisors Sep 2021 5.2k $234k
Bartlett & Co. Dec 2021 5.2k $226k
Successful Portfolios Dec 2021 5.2k $225k
Principle Wealth Partners Dec 2021 5.2k $225k
Cumberland Advisors Sep 2021 5.2k $230k
Gagnon Securities Dec 2021 5.2k $224k
Headinvest Dec 2021 5.1k $223k
Flow Traders US Dec 2021 5.1k $223k
Lafayette Investments Sep 2021 5.1k $229k
Mather Group Dec 2021 5.1k $220k
Modera Wealth Management Dec 2021 5.0k $218k
Ropes Wealth Advisors Dec 2021 5.0k $218k
Aries Wealth Management Dec 2021 5.0k $218k
Arden Trust Dec 2021 5.0k $216k
Smith, Salley & Associates Dec 2021 5.0k $217k
First Wilshire Securities Management Sep 2021 5.0k $223k
Sittner & Nelson Dec 2021 5.0k $215k
Herold Advisors Dec 2021 4.9k $214k
Bp Wealth Management Dec 2021 4.9k $215k
Koshinski Asset Management Dec 2021 4.9k $214k
Osborne Partners Capital Management Dec 2021 4.9k $213k
Semper Augustus Investments Group Dec 2021 4.9k $211k
Beach Investment Counsel Sep 2021 4.9k $216k
Rothschild Investment Corp Sep 2021 4.8k $215k
Adell, Harriman, & Carpenter Dec 2021 4.8k $208k
AIMZ Investment Advisors Dec 2021 4.8k $208k
Atlas Brown Dec 2021 4.8k $208k
Baldwin Investment Management Dec 2021 4.8k $206k
People's United Financial Sep 2021 4.7k $212k
Sheaff Brock Investment Advisors Dec 2021 4.7k $205k
Farmers & Merchants Trust Co of Long Beach Dec 2021 4.7k $203k
Chicago Capital Dec 2021 4.7k $203k
KCM Investment Advisors Sep 2021 4.7k $208k
Washington Trust Company Dec 2021 4.6k $207k
Compagnie Lombard, Odier SCA Dec 2021 4.3k $188k
WealthTrust DunckerStreett Dec 2021 4.3k $187k
Newbridge Financial Services Group Dec 2021 4.2k $184k
SG Americas Securities Dec 2021 4.2k $183k
Independence Bank of Kentucky Dec 2021 4.2k $182k
Banque Cantonale Vaudoise Sep 2021 4.2k $187k
Cornerstone Advisory Dec 2021 4.0k $174k
Fieldpoint Private Securities Dec 2021 4.0k $174k
Cozad Asset Management Dec 2021 3.9k $171k
Oakworth Capital Dec 2021 3.9k $169k
TCTC Holdings Dec 2021 3.7k $160k
Lindbrook Capital Dec 2021 3.7k $161k
ZB Dec 2021 3.7k $161k
Delta Asset Management Dec 2021 3.6k $158k
Your Advocates Dec 2021 3.6k $157k
Itau Unibanco Holding Dec 2021 3.5k $154k
Hudock Moyer Wealth Resources Dec 2021 3.5k $150k
Cascade Investment Advisors Dec 2021 3.3k $143k
Peoples Financial Services Dec 2021 3.3k $141k
Trustcore Financial Services Dec 2021 3.2k $139k
RPg Family Wealth Advisory Sep 2021 3.0k $134k
Dividend Growth Advisors Dec 2021 2.9k $125k
Washington Trust Advisors Dec 2021 2.9k $125k
Endurance Wealth Management Dec 2021 2.7k $118k
First PREMIER Bank Dec 2021 2.7k $121k
Ahrens Investment Partners Dec 2021 2.5k $109k
BT Investment Management Dec 2021 2.4k $104k
Thompson, Siegel, & Walmsley Dec 2021 2.4k $104k
Fortitude Advisory Group Dec 2021 2.4k $103k
Horan Securities Dec 2021 2.3k $101k
Ellis Investment Partners Dec 2021 2.3k $99k
Tradition Wealth Management Sep 2021 2.2k $99k
Private Capital Group Dec 2021 2.1k $93k
Stonebridge Capital Advisors Sep 2021 2.0k $90k
Ariel Capital Advisors Dec 2021 2.0k $85k
Sirios Capital Management Sep 2021 1.8k $81k
Financial Advisory Service Dec 2021 1.8k $78k
Heritage Wealth Advisors Dec 2021 1.7k $76k
Old North State Trust Dec 2021 1.7k $74k
C.M. Bidwell & Associates Dec 2021 1.6k $70k
Legacy Bridge Dec 2021 1.6k $69k
Syverson Strege & Co Dec 2021 1.5k $67k
Webster Bank, N. A. Dec 2021 1.5k $67k
Eagle Bay Advisors Dec 2021 1.5k $66k
Valley National Advisers Dec 2021 1.5k $64k
BDO Wealth Advisors Dec 2021 1.5k $64k
Enterprise Trust & Investment Dec 2021 1.5k $64k
Financial Management Professionals Dec 2021 1.5k $63k
Clearview Wealth Advisors Dec 2021 1.4k $62k
West Branch Capital Dec 2021 1.3k $56k
Timber Creek Capital Management Dec 2021 1.3k $56k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Sep 2021 1.3k $58k
AdvisorNet Financial Dec 2021 1.3k $56k
Patriot Financial Group Insurance Agency Dec 2021 1.3k $56k
Archer Investment Corp Dec 2021 1.2k $54k
Efficient Wealth Management Dec 2021 1.2k $53k
Princeton Global Asset Management Dec 2021 1.2k $52k
Concorde Financial Corp Dec 2021 1.2k $55k
Hoey Investments Sep 2021 1.2k $53k
Arcadia Investment Management Corp Dec 2021 1.2k $52k
St. Johns Investment Management Company Dec 2021 1.1k $49k
McIlrath & Eck Dec 2021 1.1k $49k
Global Retirement Partners Sep 2021 1.1k $49k
Glassman Wealth Services Sep 2021 1.1k $47k
Essex Investment Management Dec 2021 1.1k $46k
Hexagon Capital Partners Dec 2021 1.0k $45k
High Net Worth Advisory Group Dec 2021 1.0k $48k
Baldwin Brothers Dec 2021 1.0k $44k
Highlander Capital Management Sep 2021 950.00 $42k
Laurel Wealth Advisors Dec 2021 942.00 $41k
Gables Capital Management Dec 2021 940.00 $41k
Dixon Hughes Goodman Wealth Advisors Dec 2021 916.00 $40k
Amplius Wealth Advisors Dec 2021 900.00 $39k
Bedel Financial Consulting Dec 2021 890.00 $39k
Pinnacle Bank Dec 2021 870.00 $38k
Ohe Financial Sep 2021 832.00 $38k
Exchange Traded Concepts Dec 2021 789.00 $34k
M&r Capital Management Dec 2021 768.00 $33k
SOA Wealth Advisors Dec 2021 755.00 $32k
Accel Wealth Management Dec 2021 748.00 $32k
Toronto-Dominion Bank Dec 2021 740.00 $32k
EverSource Wealth Advisors Dec 2021 681.00 $30k
Nelson, Van Denburg & Campbell Wealth Management Sep 2021 674.00 $30k
CVA Family Office Dec 2021 655.00 $28k
Carmichael Hill & Associates Dec 2021 621.00 $27k
Amerivest Investment Management Dec 2021 613.00 $27k
Smith Group Asset Management Dec 2021 610.00 $26k
First Personal Financial Services Dec 2021 610.00 $26k
Institutional & Family Asset Management Sep 2021 600.00 $27k
FourThought Financial Dec 2021 594.00 $26k
Concord Wealth Partners Dec 2021 561.00 $24k
TCI Wealth Advisors Dec 2021 550.00 $24k
TD Capital Management Sep 2021 550.00 $25k
BerganKDV Wealth Management Dec 2021 544.00 $24k
City State Bank Dec 2021 520.00 $23k
Farmers & Merchants Trust Co of Chambersburg PA Dec 2021 514.00 $22k
Arlington Partners Dec 2021 506.00 $22k
Key FInancial Dec 2021 504.00 $22k
Goodman & Company, Investment Counsel Dec 2021 500.00 $23k
Citizens National Bank Trust Department Dec 2021 500.00 $22k
Asset Dedication Dec 2021 482.00 $19k
Howe and Rusling Sep 2021 477.00 $21k
Meeder Asset Management Dec 2021 454.00 $20k
JFS Wealth Advisors Dec 2021 443.00 $19k
Larson Financial Group Dec 2021 440.00 $19k
Harbor Investment Advisory Dec 2021 430.00 $19k
Freedman Financial Associates Dec 2021 425.00 $18k
JNBA Financial Advisors Dec 2021 407.00 $18k
Mot Dec 2021 394.00 $17k
Lee Financial Dec 2021 387.00 $17k
Selective Wealth Management Dec 2021 383.00 $17k
MCF Advisors Sep 2021 380.00 $17k
Better Money Decisions Sep 2021 379.00 $17k
TAP Consulting Dec 2021 378.00 $16k
Benjamin F. Edwards & Company Dec 2021 373.00 $16k
Dan Callahan Dec 2021 350.00 $15k
Tradewinds Capital Management Dec 2021 337.00 $15k
Northern Oak Capital Management Dec 2021 335.00 $15k
Atwood & Palmer Dec 2021 324.00 $14k
HHM Wealth Advisors Dec 2021 300.00 $13k
Ulland Investment Advisors Dec 2021 300.00 $13k
TFC Financial Management Sep 2021 300.00 $13k
Plante Moran Financial Advisors Dec 2021 290.00 $13k
Tyler-Stone Wealth Management Dec 2021 282.00 $12k
Retirement Network Dec 2021 272.00 $12k
Community Bank Dec 2021 260.00 $11k
Wolff Wiese Magana Dec 2021 255.00 $11k
Fsb Premier Wealth Management Dec 2021 253.00 $10k
Hartford Financial Management Dec 2021 250.00 $11k
PFG Private Wealth Management Dec 2021 250.00 $11k
Aspire Private Capital Sep 2021 243.00 $11k
Column Capital Advisors Dec 2021 216.00 $9.0k
Private Ocean Dec 2021 207.00 $9.0k
First National Bank of South Miami Dec 2021 200.00 $9.0k
Iron Horse Wealth Management Dec 2021 200.00 $9.0k
Sterling Investment Advisors Dec 2021 200.00 $9.0k
Cribstone Capital Management Dec 2021 200.00 $9.0k
Ford Financial Group Dec 2021 200.00 $8.0k
Retirement Group Dec 2021 197.00 $9.0k
Federated Investors Sep 2021 180.00 $8.0k
Meridian Wealth Partners Sep 2021 167.00 $7.0k
Riggs Asset Managment Dec 2021 140.00 $6.0k
FinTrust Capital Advisors Sep 2021 140.00 $6.0k
Sage Private Wealth Group Dec 2021 112.00 $4.0k
Cowen Prime Advisors Dec 2021 112.00 $5.0k
PSI Advisors Dec 2021 102.00 $4.0k
JJJ Advisors Dec 2021 99.00 $4.0k
Carolinas Wealth Consulting Dec 2021 88.00 $4.0k
Sound Income Strategies Dec 2021 83.00 $4.0k
Rosenberg Matthew Hamilton Dec 2021 83.00 $4.0k
Center for Financial Planning Dec 2021 80.00 $3.0k
Eukles Asset Management Sep 2021 70.00 $3.0k
Winch Advisory Services Dec 2021 62.00 $3.0k
Enterprise Financial Services Corp Sep 2021 61.00 $3.0k
American National Bank Dec 2021 47.00 $2.0k
Summit Investment Advisors Dec 2021 44.00 $1.0k
Financial Enhancement Dec 2021 35.00 $2.0k
Covestor Dec 2021 30.00 $999.999000
First Command Bank Dec 2021 23.00 $1.0k
First Command Financial Services Dec 2021 23.00 $1.0k
Corsicana & Co. Dec 2021 18.00 $1.0k
Gerber Kawasaki Wealth & Investment Management Sep 2021 4.00 $4.0k