Who owns Unilever?

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

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Top investors of Unilever stock

Who bought or sold Unilever this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wellington Management Company 35M $2.1B 9% Sep 2025
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FMR 8.1M $481M 57% Sep 2025
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Royal Bank of Canada 3.4M $202M 3% Sep 2025
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Hotchkis and Wiley Capital Management 2.8M $169M 0% Sep 2025
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Jpmorgan Chase & Co 1.8M $109M 100% Sep 2025
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Citadel Advisors 1.6M $93M 16% Sep 2025
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Reed Conner & Birdwell 992k $59M -1% Sep 2025
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Jarislowsky, Fraser 677k $40M 3% Sep 2025
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United Capital Financial Advisers 627k $37M 0% Sep 2025
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Clark Capital Management Group 483k $29M 1% Sep 2025
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Mar Vista Investment Partners 394k $23M -23% Sep 2025
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Capital Fund Management 277k $16M -30% Sep 2025
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Wallace Capital Management 275k $16M -2% Sep 2025
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Matthew Goff Investment Advisor 166k $11M -13% Dec 2025
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Guardian Capital 165k $9.8M 7% Sep 2025
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Stonegate Investment Group 132k $7.8M 352% Sep 2025
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AQR Capital Management 130k $7.7M 40% Sep 2025
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D. E. Shaw & Co 120k $7.1M 100% Sep 2025
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General Re - New England Asset Management 112k $6.7M 1% Sep 2025
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Mercer Global Advisors 108k $7.1M -15% Dec 2025
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William Blair $ Company 105k $6.2M -3% Sep 2025
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Tevis Investment Management 98k $5.8M 0% Dec 2025
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Keating Investment Counselors 90k $5.9M -11% Dec 2025
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Wolverine Trading 90k $5.3M -1% Sep 2025
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Millennium Management 74k $4.4M -81% Sep 2025
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Kayne Anderson Rudnick Investment Management 69k $4.1M 1% Sep 2025
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Beacon Financial 66k $3.9M -3% Sep 2025
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Two Sigma Investments 65k $3.9M -80% Sep 2025
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Jacobs and Company 65k $4.2M -22% Dec 2025
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IFP Advisors 60k $3.3M 0% Dec 2025
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Fullcircle Wealth 58k $3.6M 2% Sep 2025
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Founders Financial Securities 55k $3.6M -9% Dec 2025
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Wetherby Asset Management 46k $2.7M -4% Sep 2025
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Synovus Financial Corp. 40k $2.4M 0% Sep 2025
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Bard Financial Services 34k $2.0M 0% Sep 2025
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Callahan Advisors 33k $2.1M -13% Dec 2025
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Hutchinson Financial Advisors 32k $1.9M 2% Sep 2025
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Rbf Capital 30k $1.8M 0% Sep 2025
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Kestra Private Wealth Services 28k $1.9M 62% Dec 2025
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Eley Financial Management 18k $1.2M -10% Dec 2025
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First Affirmative Financial Network 18k $1.1M 6% Sep 2025
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Alliancebernstein 15k $870k -51% Sep 2025
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Silvercrest Asset Management Group 14k $839k 26% Sep 2025
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Tudor Investment Corporation 14k $824k -6% Sep 2025
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Henderson Group 13k $751k 100% Sep 2025
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HighPoint Advisor 13k $815k -15% Dec 2025
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Fayez Sarofim & Co 12k $776k -10% Dec 2025
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Boit C F David 12k $742k -11% Dec 2025
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IHT Wealth Management 9.9k $645k -12% Dec 2025
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Clare Market Investments 9.3k $554k 100% Sep 2025
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Mengis Capital Management 9.3k $607k -14% Dec 2025
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Physicians Financial Services 8.8k $577k -13% Dec 2025
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National Asset Management 8.6k $512k -26% Sep 2025
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Country Club Bank 8.3k $491k 0% Sep 2025
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Raelipskie Partnership 8.1k $529k -45% Dec 2025
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Luther King Capital Management Corporation 7.4k $487k -7% Dec 2025
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Beutel, Goodman & Company 7.3k $477k -12% Dec 2025
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Moloney Securities Asset Management 7.3k $431k -2% Sep 2025
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CCM Partners 6.8k $404k 0% Sep 2025
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Lion Street Advisors 6.7k $357k 100% Sep 2025
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Mather Group 6.7k $435k -7% Dec 2025
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Bedell Investment Counselling 6.6k $392k -96% Sep 2025
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Byrne Asset Management 6.4k $419k -18% Dec 2025
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Court Place Advisors 6.4k $378k -8% Sep 2025
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CI Private Wealth 5.7k $374k -99% Dec 2025
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SPC Financial 5.5k $329k 2% Sep 2025
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Two Sigma Advisers 5.5k $326k -96% Sep 2025
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Hanson & Doremus Investment Management 5.1k $336k -32% Dec 2025
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Oak Harbor Wealth Partners 5.0k $327k -30% Dec 2025
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Knightsbridge Asset Management 4.8k $287k -5% Sep 2025
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Pinnacle Financial Partners 4.8k $283k 33% Sep 2025
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Steinberg Asset Management 4.7k $279k 0% Sep 2025
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Fulcrum Capital 4.7k $307k -5% Dec 2025
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North Star Asset Management 4.7k $305k -11% Dec 2025
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Lummis Asset Management 4.5k $292k -11% Dec 2025
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Toronto-Dominion Bank 4.4k $259k 4% Sep 2025
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Sterling Investment Advisors 4.2k $275k -11% Dec 2025
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Spears Abacus Advisors 4.1k $240k 1% Sep 2025
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Carret Asset Management 4.0k $240k 0% Sep 2025
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Arete Wealth Advisors 3.9k $258k -15% Dec 2025
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Augustine Asset Management 3.8k $250k -12% Dec 2025
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Binnacle Investments 3.8k $223k 8% Sep 2025
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CX Institutional 2.7k $180k -9% Dec 2025
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Strategic Wealth Partners 2.3k $137k 35% Sep 2025
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Prestige Wealth Management Group 950.00 $56k 0% Sep 2025
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Lowe, Brockenbrough & Company 555.00 $36k -100% Dec 2025
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Roble, Belko & Company 470.00 $31k -11% Dec 2025
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Hemington Wealth Management 436.00 $25k 11% Sep 2025
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Accredited Wealth Management 379.00 $43k 100% Sep 2025
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Guerra Advisors 318.00 $19k 100% Sep 2025
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Pacifica Partners 276.00 $18k -99% Dec 2025
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S & T Bank 260.00 $15k 0% Sep 2025
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Joseph Group Capital Management 152.00 $9.9k 100% Dec 2025
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Tripletail Wealth Management 117.00 $7.7k -12% Dec 2025
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Abich Financial Wealth Management 108.00 $6.4k 100% Sep 2025
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AllSquare Wealth Management 100.00 $5.9k 0% Sep 2025
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FSA Wealth Management 35.00 $2.1k 0% Sep 2025
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Investment Research & Advisory Group 27.00 $1.8k 29% Dec 2025
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Perritt Capital Management 19.00 $1.1k 0% Sep 2025
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Huntington National Bank 1.00 $55.000000 -100% Dec 2025
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Russell Investments 1.00 $49.000000 -100% Dec 2025
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Who sold out of Unilever?

Fund or Company Name Date Sold Shares Held Valued At
Fisher Investments Sep 2025 23M $1.3B
GQG Partners Sep 2025 9.3M $550M
State Farm Mutual Automobile Insurance Company Sep 2025 6.9M $408M
ClearBridge Advisors Sep 2025 6.7M $399M
Dimensional Fund Advisors Sep 2025 4.8M $284M
Goldman Sachs Group Sep 2025 4.8M $282M
Wells Fargo & Company Sep 2025 4.8M $282M
Envestnet Asset Management Sep 2025 4.0M $237M
Lazard Asset Management Sep 2025 3.4M $203M
Raymond James Financial Sep 2025 3.3M $195M
Fiduciary Management Sep 2025 3.2M $187M
Jennison Associates Sep 2025 2.8M $166M
BlackRock Sep 2025 2.7M $161M
American Century Companies Sep 2025 2.6M $157M
Cullen Capital Management Sep 2025 2.5M $148M
Hamlin Capital Management Sep 2025 2.4M $144M
Northern Trust Sep 2025 2.4M $143M
Thrivent Financial for Lutherans Sep 2025 2.3M $135M
Saratoga Research & Investment Management Sep 2025 2.1M $125M
Equity Investment Corp Acquisition Sep 2025 2.1M $123M
Allspring Global Investments Holdings Sep 2025 1.7M $102M
Everett Harris & Co Sep 2025 1.6M $95M
Neuberger Berman Group Sep 2025 1.4M $82M
Natixis Asset Management Advisors Sep 2025 1.2M $74M
Captrust Financial Advisors Sep 2025 1.1M $66M
Brown Advisory Holdings Incorporated Sep 2025 1.1M $63M
LPL Financial Sep 2025 1.0M $62M
Branch Banking & Trust Company Sep 2025 915k $54M
Bank of New York Mellon Sep 2025 896k $53M
Ameriprise Financial Sep 2025 892k $53M
UBS Group Sep 2025 865k $51M
Barnes Bonner Castles Sep 2025 801k $48M
First Trust Advisors Sep 2025 791k $47M
Federation des caisses Desjardins du Quebec Sep 2025 774k $46M
First Eagle Investment Management Sep 2025 702k $42M
Factory Mutual Insurance Company Sep 2025 700k $42M
Susquehanna International Sep 2025 691k $41M
HPM Partners Sep 2025 679k $40M
Capital Advisors Sep 2025 672k $40M
Advisors Capital Management Sep 2025 666k $40M
Cooke & Bieler Sep 2025 648k $38M
St. James Investment Company Sep 2025 644k $38M
Stifel Financial Sep 2025 642k $38M
Oppenheimer Asset Management Sep 2025 637k $38M
Chevy Chase Trust Holdings Sep 2025 635k $38M
Trillium Asset Management Corporation Sep 2025 633k $38M
Saturna Capital Sep 2025 613k $36M
Janney Montgomery Scott Sep 2025 607k $36M
M^T Bank Corporation Sep 2025 589k $35M
River Road Asset Management Sep 2025 552k $33M
Tocqueville Asset Management Sep 2025 539k $32M
Creative Planning Sep 2025 470k $28M
National Bank Of Canada /fi/ Sep 2025 448k $27M
Sustainable Growth Advisers Sep 2025 444k $26M
HighTower Advisors Sep 2025 442k $26M
Pnc Financial Services Sep 2025 436k $26M
Cardinal Capital Management Sep 2025 433k $26M
CIBC World Markets Sep 2025 419k $25M
Sei Investments Sep 2025 398k $24M
Grandfield & Dodd Sep 2025 394k $23M
Compagnie Lombard, Odier SCA Sep 2025 392k $23M
Franklin Resources Sep 2025 380k $23M
Chevoit Value Management Sep 2025 377k $23M
Kornitzer Capital Management Sep 2025 365k $22M
Mariner Wealth Advisors Sep 2025 364k $22M
Commonwealth Equity Services Sep 2025 353k $21M
Cetera Investment Advisers Sep 2025 337k $20M
Crossmark Global Holdings Sep 2025 325k $19M
Advisor Group Holdings Sep 2025 320k $19M
Mml Investors Services Sep 2025 302k $18M
Reynders McVeigh Capital Management Sep 2025 298k $18M
Grantham, Mayo, Van Otterloo & Co Sep 2025 297k $18M
Ingalls & Snyder Sep 2025 297k $18M
QV Investors Sep 2025 292k $17M
Quantinno Capital Management Sep 2025 288k $17M
Charles Schwab Investment Management Sep 2025 287k $17M
Alpha Cubed Investments Sep 2025 276k $16M
Managed Asset Portfolios Sep 2025 266k $16M
Northstar Asset Management Sep 2025 265k $16M
Assetmark Sep 2025 261k $16M
Baird Financial Sep 2025 248k $15M
O'shaughnessy Asset Management Sep 2025 241k $14M
Zevin Asset Management Sep 2025 239k $14M
Yacktman Asset Management Sep 2025 236k $14M
Scotia Capital Sep 2025 234k $14M
Wealth Enhancement Advisory Services Sep 2025 225k $13M
SCS Capital Management Sep 2025 222k $13M
Modera Wealth Management Sep 2025 215k $13M
Boston Common Asset Management Sep 2025 210k $12M
ProVise Management Group Sep 2025 205k $12M
CLS Investments Sep 2025 197k $12M
Colony Sep 2025 190k $11M
Hrt Financial Sep 2025 185k $11M
Alerus Financial Sep 2025 184k $11M
Clark Estates Sep 2025 180k $11M
M. Kulyk & Associates Sep 2025 176k $10M
American Assets Investment Management Sep 2025 170k $10M
Levin Capital Strategies Sep 2025 169k $10M
Euro Pacific Asset Management Sep 2025 164k $9.9M
Eldred Rock Partners Sep 2025 164k $9.7M
Northside Capital Management Sep 2025 163k $9.7M
Hanson McClain Advisors Sep 2025 160k $9.5M
CFG Asset Management Sep 2025 159k $9.5M
Hsbc Holdings Sep 2025 159k $9.4M
Vident Advisory Sep 2025 157k $9.3M
Hantz Financial Services Sep 2025 157k $9.3M
Bnp Paribas Arbitrage, Snc Sep 2025 154k $9.1M
Us Bancorp Sep 2025 153k $9.1M
Wiley Bros.-aintree Capital Sep 2025 153k $9.1M
Cary Street Partners Financial Sep 2025 151k $8.9M
Templeton & Phillips Capital Management Sep 2025 150k $8.9M
Janney Capital Management Sep 2025 150k $8.9M
Systematic Alpha Investments Sep 2025 148k $8.8M
NorthCrest Asset Manangement Sep 2025 146k $8.6M
Qrg Capital Management Sep 2025 146k $8.7M
Pathstone Holdings Sep 2025 144k $8.6M
Rockland Trust Sep 2025 142k $8.4M
Oxbow Advisors Sep 2025 138k $8.2M
Nicholas Company Sep 2025 138k $8.2M
Federated Investors Sep 2025 136k $8.0M
Todd-Veredus Asset Management Sep 2025 135k $8.0M
Clean Yield Group Sep 2025 135k $8.0M
Snowden Capital Advisors Sep 2025 135k $8.0M
GFS Advisors Sep 2025 135k $8.0M
YCMNET Advisors Sep 2025 134k $7.9M
Windle Wealth Sep 2025 133k $7.9M
One Capital Management Sep 2025 133k $7.9M
Qube Research & Technologies Sep 2025 132k $7.8M
Warren Averett Asset Management Sep 2025 128k $7.6M
Empowered Funds Sep 2025 125k $7.4M
Sanctuary Advisors Sep 2025 119k $7.1M
Hilton Capital Management Sep 2025 122k $7.3M
Kestra Advisory Services Sep 2025 120k $7.1M
Cambridge Investment Research Advisors Sep 2025 120k $7.1M
Manning & Napier Advisors Sep 2025 119k $7.0M
Fiduciary Trust Company Sep 2025 119k $7.0M
Liberty One Investment Management Sep 2025 118k $7.0M
XML Financial Sep 2025 117k $7.0M
Advocate Group Sep 2025 116k $6.9M
Sanders Capital Sep 2025 116k $6.8M
Martin Capital Partners Sep 2025 111k $6.6M
J. Jeffrey Auxier Sep 2025 111k $6.6M
CWM Sep 2025 110k $6.5M
Ethic Sep 2025 108k $6.4M
Advisory Research Sep 2025 107k $6.4M
Portland Global Advisors Sep 2025 107k $6.3M
Hamilton Point Investment Advisors Sep 2025 105k $6.2M
Watch Point Trust Sep 2025 104k $6.2M
Peter F. Mathieson Sep 2025 104k $6.2M
Stablepoint Partners Sep 2025 103k $6.1M
Bell State Bank and Trust Sep 2025 102k $6.1M
Squarepoint Ops Sep 2025 102k $6.0M
Shufro Rose & Co Sep 2025 102k $6.1M
Coston, McIsaac & Partners Sep 2025 101k $6.0M
JustInvest Sep 2025 98k $5.8M
Lorne Steinberg Wealth Management Sep 2025 98k $5.8M
Evelyn Partners Asset Management Sep 2025 97k $5.7M
Hennessy Advisors Sep 2025 97k $5.7M
Kavar Capital Partners Group Sep 2025 96k $5.7M
Jane Street Sep 2025 96k $5.7M
tru Independence Sep 2025 94k $5.6M
Point72 Asset Management Sep 2025 93k $5.5M
Butensky & Cohen Financial Security Sep 2025 91k $5.4M
Aquatic Capital Management Sep 2025 91k $5.4M
Steward Partners Investment Advisory Sep 2025 90k $5.3M
Pinkerton Retirement Specialists Sep 2025 89k $5.3M
Marshall Wace Sep 2025 89k $5.3M
Allen Capital Group Sep 2025 88k $5.2M
Abc Arbitrage Sa Sep 2025 87k $5.2M
Beacon Pointe Advisors Sep 2025 84k $5.0M
Moran Wealth Management Sep 2025 82k $4.9M
Pensionmark Financial Group Sep 2025 82k $4.9M
Rockefeller Capital Management Sep 2025 82k $4.9M
Logan Capital Management Sep 2025 80k $4.7M
Headinvest Sep 2025 80k $4.7M
Arlington Partners Sep 2025 80k $4.7M
Becker Capital Management Sep 2025 78k $4.6M
Eastern Bank Sep 2025 78k $4.6M
Bonness Enterprises Sep 2025 76k $4.5M
Farther Finance Advisors Sep 2025 76k $4.5M
Union Bankshares Sep 2025 75k $4.4M
Gilman Hill Asset Management Sep 2025 75k $4.4M
Slocum, Gordon & Co Sep 2025 75k $4.4M
Tower Research Capital Sep 2025 74k $4.4M
Capital Investment Counsel Sep 2025 74k $4.4M
Northwestern Mutual Wealth Management Company Sep 2025 73k $4.4M
Mot Sep 2025 73k $4.3M
Bleakley Financial Group Sep 2025 69k $4.1M
Bryn Mawr Trust Sep 2025 69k $4.1M
Private Advisor Sep 2025 67k $4.0M
Jones Financial Companies, L.L Sep 2025 67k $4.0M
Quadrant Capital Sep 2025 67k $4.0M
Burns Wealth Management Sep 2025 67k $4.0M
Royce & Associates Sep 2025 66k $3.9M
Dynamic Advisors Solutions Sep 2025 66k $3.9M
Berkshire Bank Sep 2025 65k $3.9M
Autumn Glory Partners Sep 2025 65k $3.8M
Gabelli Funds Sep 2025 65k $3.8M
Smithbridge Asset Management Sep 2025 64k $3.8M
Mirae Asset Global Etfs Holdings Sep 2025 64k $3.8M
Walleye Trading Advisors Sep 2025 64k $3.8M
Oppenheimer & Co Sep 2025 63k $3.7M
Keybank National Association Sep 2025 63k $3.7M
Atria Investments Sep 2025 63k $3.7M
Tweedy, Browne Company Sep 2025 63k $3.7M
Heartland Advisors Sep 2025 62k $3.7M
Naviter Wealth Sep 2025 60k $3.5M
Park Avenue Securities Sep 2025 59k $3.5M
Horizon Investments Sep 2025 59k $3.5M
JPL Wealth Management Sep 2025 59k $3.5M
NewEdge Wealth Sep 2025 58k $3.6M
Mutual Advisors Sep 2025 58k $3.6M
HB Wealth Management Sep 2025 58k $3.4M
Atlantic Trust Sep 2025 57k $3.4M
Rsm Us Wealth Management Sep 2025 57k $3.4M
Davenport & Co Sep 2025 57k $3.4M
Courier Capital Corp Sep 2025 57k $3.4M
Stephens Sep 2025 57k $3.4M
TD Waterhouse Canada Sep 2025 56k $3.3M
apricus wealth Sep 2025 56k $3.3M
Old Port Advisors Sep 2025 56k $3.3M
GSB Wealth Management Sep 2025 55k $3.3M
Laurie Hall Sep 2025 55k $3.2M
Davis-Rea Sep 2025 54k $3.2M
Strategic Advisors Sep 2025 54k $3.2M
Azzad Asset Management Sep 2025 53k $3.1M
Concurrent Investment Advisors Sep 2025 53k $3.1M
Argent Trust Sep 2025 53k $3.1M
Foresight Capital Management Advisors Sep 2025 53k $3.1M
Principal Securities Sep 2025 52k $3.1M
Anchor Capital Advisors Sep 2025 51k $3.0M
Loring Wolcott Coolidge Fa Sep 2025 51k $3.2M
Naples Global Advisors Sep 2025 51k $3.0M
Redmond Asset Management Sep 2025 51k $3.0M
BTC Capital Management Sep 2025 51k $3.0M
Jones Collombin Investment Counsel Sep 2025 51k $3.0M
Signature Sep 2025 50k $3.0M
K.J. Harrison & Partners Sep 2025 50k $2.9M
Deutsche Bank Aktiengesellschaft Sep 2025 50k $3.0M
Goss Wealth Management Sep 2025 50k $2.9M
Meridian Wealth Management Sep 2025 50k $2.9M
Benjamin Edwards Sep 2025 49k $2.9M
Benedict Financial Advisors Sep 2025 49k $2.9M
Comprehensive Portfolio Management Sep 2025 49k $2.9M
Advisory Services Network Sep 2025 49k $2.9M
Haverford Trust Company Sep 2025 48k $2.9M
Summit Global Investments Sep 2025 48k $2.9M
Zions Bancorporation, National Association Sep 2025 47k $2.8M
Walleye Trading Sep 2025 47k $2.8M
Guardian Partners Sep 2025 47k $2.7M
Kennon-Green & Company Sep 2025 46k $2.7M
Maverick Capital Sep 2025 46k $2.7M
Sequoia Financial Advisors Sep 2025 46k $2.7M
Portside Wealth Group Sep 2025 46k $2.7M
Norden Group Sep 2025 45k $2.7M
Kanawha Capital Management Sep 2025 45k $2.7M
William Blair Investment Management Sep 2025 45k $2.7M
Pavion Blue Capital Sep 2025 45k $2.7M
Prime Capital Investment Advisors Sep 2025 45k $2.7M
Rhumbline Advisers Sep 2025 45k $2.6M
Ieq Capital Sep 2025 44k $2.6M
Verdence Capital Advisors Sep 2025 44k $2.8M
Pathway Financial Advisers Sep 2025 44k $2.6M
U.S. Capital Wealth Advisors Sep 2025 43k $2.6M
Oakmont Partners Sep 2025 43k $2.6M
Columbus Macro Sep 2025 43k $2.5M
Parr Mcknight Wealth Management Group Sep 2025 43k $2.5M
WCG Wealth Advisors Sep 2025 42k $2.5M
Moors & Cabot Sep 2025 42k $2.5M
44 Wealth Management Sep 2025 42k $2.5M
Cardinal Capital Management Sep 2025 42k $2.5M
Caprock Sep 2025 42k $2.7M
Yale Capital Corp. Sep 2025 41k $2.4M
Regatta Capital Group Sep 2025 41k $2.4M
Merit Financial Group Sep 2025 41k $2.4M
Sanibel Captiva Trust Company Sep 2025 41k $2.4M
SkyOak Wealt Sep 2025 41k $2.4M
Anchor Investment Management Sep 2025 41k $2.4M
Timber Creek Capital Management Sep 2025 41k $2.4M
Klein Pavlis & Peasley Financial Sep 2025 40k $2.4M
We Are One Seven Sep 2025 40k $2.4M
Financial Gravity Wealth Sep 2025 40k $2.4M
Game Plan Financial Advisors Sep 2025 40k $2.4M
Natural Investments Sep 2025 40k $2.4M
XTX Topco Sep 2025 40k $2.3M
Arvest Trust Sep 2025 39k $2.3M
Prosperity Consulting Group Sep 2025 39k $2.3M
Atomi Financial Group Sep 2025 38k $2.2M
Gail Mannix Sep 2025 38k $2.2M
Hohimer Wealth Management Sep 2025 38k $2.2M
Optimist Retirement Group Sep 2025 37k $2.2M
Three Bridge Wealth Advisors Sep 2025 37k $2.2M
Patriot Financial Group Insurance Agency Sep 2025 37k $2.2M
Callan Family Office Sep 2025 37k $2.2M
Lido Advisors Sep 2025 36k $2.1M
State Street Corporation Sep 2025 36k $2.1M
MAI Wealth Advisors Sep 2025 36k $2.1M
Trust Co Of Vermont Sep 2025 35k $2.1M
Nicholas Hoffman & Company Sep 2025 35k $2.1M
D.A. Davidson & Co. Sep 2025 35k $2.1M
Envestnet Portfolio Solutions Sep 2025 35k $2.1M
Aviso Financial Sep 2025 35k $2.0M
Peapack Gladstone Financial Corp Sep 2025 35k $2.0M
Fsb Premier Wealth Management Sep 2025 34k $2.0M
Americana Partners Sep 2025 34k $2.0M
Aptus Capital Advisors Sep 2025 33k $2.0M
Westhampton Capital Sep 2025 33k $2.0M
Lester Murray Antman dba SimplyRich Sep 2025 32k $1.9M
Auxano Advisors Sep 2025 32k $1.9M
Earnest Partners Sep 2025 32k $1.9M
Quadcap Wealth Management Sep 2025 32k $1.9M
Evergreen Capital Management Sep 2025 32k $1.9M
HF Advisory Group Sep 2025 31k $1.9M
Altman Advisors Sep 2025 31k $1.9M
Drexel Morgan & Co. Sep 2025 31k $1.9M
Advisors Asset Management Sep 2025 31k $1.8M
Ancora Advisors Sep 2025 31k $1.8M
ICW Investment Advisors Sep 2025 31k $1.8M
Townsend & Associates Sep 2025 30k $1.9M
Baker Chad R Sep 2025 30k $1.8M
Guardian Wealth Management Sep 2025 30k $1.8M
Vise Technologies Sep 2025 30k $1.8M
Goodman & Company, Investment Counsel Sep 2025 30k $1.8M
Skopos Labs Sep 2025 30k $1.8M
Lineweaver Wealth Advisors Sep 2025 29k $1.7M
Great Valley Advisor Group Sep 2025 29k $1.7M
Diversify Wealth Management Sep 2025 29k $1.8M
Arvest Investments Sep 2025 29k $1.7M
Catalyst Capital Advisors Sep 2025 29k $1.7M
Pullen Investment Management Sep 2025 28k $1.7M
Johnson Investment Counsel Sep 2025 28k $1.7M
Voya Financial Advisors Sep 2025 28k $1.7M
Perpetual Sep 2025 28k $1.7M
Mount Yale Investment Advisors Sep 2025 28k $1.7M
Aperture Investors Sep 2025 28k $1.7M
Apollon Wealth Management Sep 2025 28k $1.7M
Spirepoint Private Client Sep 2025 28k $1.7M
Regions Bank Sep 2025 28k $1.6M
Delta Capital Management Sep 2025 28k $1.6M
Fox Run Management Sep 2025 27k $1.6M
KCM Investment Advisors Sep 2025 27k $1.6M
TrueMark Investments Sep 2025 27k $1.6M
Capstone Financial Advisors Sep 2025 27k $1.6M
Long Run Wealth Advisors Sep 2025 27k $1.6M
Vestmark Advisory Solutions Sep 2025 27k $1.6M
Abundance Wealth Counselors Sep 2025 26k $1.6M
Intrust Bank Na Sep 2025 26k $1.6M
Yousif Capital Management Sep 2025 26k $1.6M
Hedges Asset Management Sep 2025 26k $1.5M
Marks Group Wealth Management Sep 2025 26k $1.5M
Parallel Advisors Sep 2025 26k $1.5M
Ativo Capital Management Sep 2025 25k $1.5M
Ceera Investments Sep 2025 25k $1.5M
Narwhal Capital Management Sep 2025 25k $1.5M
Aviance Capital Partners Sep 2025 25k $1.5M
Gibbs Wealth Management Sep 2025 25k $1.5M
Okabena Investment Services Sep 2025 25k $1.5M
Nia Impact Advisors Sep 2025 25k $1.5M
Hurley Capital Sep 2025 24k $1.4M
GoalVest Advisory Sep 2025 24k $1.4M
University of Texas Investment Management Company Jun 2025 24k $1.5M
Summit Wealth Group Llc / Co Sep 2025 24k $1.2M
Dodge & Cox Sep 2025 24k $1.4M
LOM Asset Management Jun 2025 23k $1.4M
Alliance Wealth Advisors Sep 2025 23k $1.4M
Coldstream Capital Management Sep 2025 23k $1.4M
Tectonic Advisors Sep 2025 23k $1.4M
Choate Investment Advisors Sep 2025 23k $1.3M
Ballentine Partners Sep 2025 23k $1.3M
Resources Investment Advisors Sep 2025 23k $1.3M
Syon Capital Sep 2025 22k $1.3M
Vontobel Holding Sep 2025 22k $1.3M
Axxcess Wealth Management Sep 2025 22k $1.3M
Kimelman & Baird Sep 2025 22k $1.3M
Kovitz Investment Group Partners Sep 2025 22k $1.3M
Keystone Financial Group Sep 2025 22k $1.3M
SRS Capital Advisors Sep 2025 21k $1.3M
AlphaCore Capital Sep 2025 21k $1.3M
Crux Wealth Advisors Sep 2025 21k $1.3M
Creegan & Nassoura Financial Sep 2025 21k $1.3M
Midwest Trust Sep 2025 21k $1.3M
Inlet Private Wealth Sep 2025 21k $1.3M
SBI Securities Sep 2025 21k $1.2M
Invesco Sep 2025 21k $1.2M
Commerce Bank N A Sep 2025 21k $1.2M
Radnor Capital Management Sep 2025 20k $1.2M
Savant Capital Management Sep 2025 20k $1.2M
Aaron Wealth Advisors Sep 2025 20k $1.2M
Baker Tilly Financial Sep 2025 20k $1.2M
Monongahela Capital Management Sep 2025 20k $1.2M
SevenBridge Financial Sep 2025 20k $1.2M
Permanent Capital Management Sep 2025 20k $1.2M
Jeppson Wealth Management Sep 2025 20k $1.2M
Checchi Capital Advisers Sep 2025 20k $1.2M
Thompson, Siegel, & Walmsley Sep 2025 20k $1.2M
Marietta Investment Partners Sep 2025 19k $1.2M
Qtron Investments Sep 2025 19k $1.1M
Mitchell & Pahl Private Wealth Sep 2025 19k $1.1M
Hilltop Holdings Sep 2025 19k $1.1M
Future Fund Sep 2025 19k $1.1M
Bollard Sep 2025 19k $1.1M
Chesapeake Asset Management Sep 2025 19k $1.1M
Streettalk Advisors Sep 2025 19k $1.1M
J.w. Cole Advisors Sep 2025 19k $1.1M
Legacy Capital Group California Sep 2025 19k $1.1M
Columbia Asset Management Sep 2025 19k $1.1M
Dorsey & Whitney Trust Company Sep 2025 18k $1.1M
GeoWealth Management Sep 2025 18k $1.1M
Value Partner Investments Sep 2025 18k $1.1M
Hm Payson & Co Sep 2025 18k $1.1M
Legacy Capital Wealth Partners Sep 2025 18k $1.1M
Smartleaf Asset Management Sep 2025 18k $1.1M
Allen Wealth Management Sep 2025 18k $1.1M
Waldron Sep 2025 18k $1.1M
Summit Trail Advisors Sep 2025 18k $1.0M
Northstar Sep 2025 18k $1.0M
Great Lakes Retirement Sep 2025 18k $1.0M
Tower Bridge Advisors Sep 2025 18k $1.0M
Prospera Financial Services Sep 2025 18k $1.0M
Renaissance Technologies Sep 2025 17k $1.0M
Meriwether Wealth & Planning Sep 2025 17k $1.0M
Evelyn Partners Investment Management Sep 2025 17k $1.0M
Smart Money Group Sep 2025 17k $1.0M
Weatherly Asset Management Sep 2025 17k $1.0M
Guggenheim Capital, LLC Managers Sep 2025 17k $1.0M
Wynn Capital Sep 2025 17k $1.0M
Joel Isaacson & Co Sep 2025 17k $1.0M
Precision Wealth Strategies Sep 2025 17k $994k
Diversify Advisory Services Sep 2025 16k $996k
Bridgewater Advisors Sep 2025 16k $999k
Keystone Financial Services Sep 2025 16k $972k
Salvus Wealth Management Sep 2025 16k $971k
Leisure Capital Management Sep 2025 16k $969k
LCM Capital Management Sep 2025 16k $964k
GAMMA Investing Sep 2025 16k $962k
Ellevest Sep 2025 16k $942k
Bank of Nova Scotia Trust Company Sep 2025 16k $940k
Essex Financial Services Sep 2025 16k $939k
GAMCO Asset Management Sep 2025 16k $939k
Curbstone Financial Management Sep 2025 16k $929k
Ronald Blue Trust Sep 2025 16k $929k
River Wealth Advisors Sep 2025 16k $926k
EP Wealth Advisors Jun 2025 16k $954k
Twin City Private Wealth Sep 2025 16k $921k
Ashton Thomas Private Wealth Sep 2025 15k $908k
Greenleaf Trust Sep 2025 15k $902k
Confluence Investment Management Sep 2025 15k $899k
Sigma Planning Sep 2025 15k $899k
Welch & Forbes Sep 2025 15k $897k
First Pacific Financial Sep 2025 15k $895k
Arjuna Capital Sep 2025 15k $885k
Legacy Financial Advisors Sep 2025 15k $883k
Valeo Financial Advisors Sep 2025 15k $882k
Hennion & Walsh Asset Management Sep 2025 15k $881k
Murphy Pohlad Asset Management Sep 2025 15k $874k
Integrated Wealth Concepts Sep 2025 15k $872k
Cubist Systematic Strategies Jun 2025 15k $900k
Applied Finance Capital Management Sep 2025 15k $870k
Hartford Funds Management Sep 2025 15k $867k
Empire Financial Management Company Sep 2025 15k $862k
Transcend Wealth Collective Sep 2025 15k $858k
Frank, Rimerman Advisors Sep 2025 14k $849k
West Family Investments Sep 2025 14k $849k
SG Americas Securities Sep 2025 14k $840k
Raab & Moskowitz Asset Management Sep 2025 14k $838k
Arkadios Wealth Advisors Sep 2025 14k $829k
Greenwood Capital Associates Sep 2025 14k $826k
Pitcairn Company Sep 2025 14k $821k
Dearborn Partners Sep 2025 14k $820k
Geneos Wealth Management Sep 2025 14k $820k
Potentia Wealth Sep 2025 14k $819k
Adviser Investments Sep 2025 14k $817k
Bailard Sep 2025 14k $809k
BCGM Wealth Management Sep 2025 14k $807k
North Star Investment Management Sep 2025 14k $807k
Berkeley Capital Partners Sep 2025 14k $799k
Excalibur Management Corporation Sep 2025 13k $795k
Hancock Bank Trust Department Sep 2025 13k $790k
BIP Wealth Sep 2025 13k $788k
Level Four Advisory Services Sep 2025 13k $786k
Strategic Global Advisors Sep 2025 13k $781k
Ausdal Financial Partners Sep 2025 13k $776k
Northeast Investment Management Sep 2025 13k $776k
Larson Financial Group Sep 2025 13k $775k
Sagespring Wealth Partners Sep 2025 13k $771k
Riverwater Partners Sep 2025 13k $769k
PFG Investments Sep 2025 13k $768k
Centaurus Financial Sep 2025 13k $764k
Israel Discount Bank of New York Sep 2025 13k $764k
Golden State Equity Partners Sep 2025 13k $752k
Capital Investment Advisory Services Sep 2025 13k $751k
Modern Wealth Management Sep 2025 13k $750k
Brighton Jones Sep 2025 13k $748k
Forum Financial Management Sep 2025 13k $747k
Global View Capital Management Sep 2025 13k $747k
Manchester Capital Management Sep 2025 13k $745k
Everstar Asset Management Sep 2025 12k $736k
Thoroughbred Financial Services Sep 2025 12k $732k
First Bank & Trust Sep 2025 12k $732k
KC Investment Advisors Sep 2025 12k $770k
Phraction Management Sep 2025 12k $728k
First Manhattan Sep 2025 12k $719k
Peoples Bank Sep 2025 12k $707k
FLC Capital Advisors Sep 2025 12k $704k
Wealth Alliance Sep 2025 12k $700k
Garrett Wealth Advisory Group Sep 2025 12k $697k
Sandy Cove Advisors Sep 2025 12k $695k
Roundview Capital Sep 2025 12k $686k
Versant Capital Management Sep 2025 12k $685k
Navellier & Associates Sep 2025 12k $681k
May Hill Capital Sep 2025 11k $676k
Banco de Sabadell Sep 2025 11k $672k
Buckingham Strategic Partners Sep 2025 11k $678k
Haven Private Sep 2025 11k $669k
Toroso Investments Sep 2025 11k $667k
Aprio Wealth Management Sep 2025 11k $665k
PDS Planning Sep 2025 11k $664k
SGL Investment Advisors Sep 2025 11k $674k
Mission Wealth Management Sep 2025 11k $657k
Insigneo Advisory Services Sep 2025 11k $640k
Sontag Advisory Sep 2025 11k $638k
Cozad Asset Management Sep 2025 11k $636k
Leavell Investment Management Sep 2025 11k $634k
Glenview Trust Sep 2025 11k $629k
Old North State Trust Sep 2025 11k $628k
Novem Group Sep 2025 11k $627k
Great Diamond Partners Sep 2025 11k $625k
Colonial Trust Co / SC Sep 2025 10k $615k
Tranquilli Financial Advisor Sep 2025 10k $610k
Nuveen Sep 2025 10k $607k
Empirical Financial Services, LLC d/b/a Empirical Wealth Management Sep 2025 10k $603k
Rathbones Brothers Sep 2025 10k $601k
Mezzasalma Advisors Sep 2025 10k $600k
BancorpSouth Bank Sep 2025 10k $600k
Umb Bank N A Sep 2025 10k $598k
Bartlett & Co. Wealth Management Sep 2025 10k $598k
Gallacher Capital Management Sep 2025 10k $597k
Breakwater Capital Group Sep 2025 10k $593k
Corient IA Sep 2025 10k $593k
Ignite Planners Sep 2025 9.9k $589k
PAX Financial Group Sep 2025 9.9k $588k
Global Retirement Partners Sep 2025 9.9k $585k
Welch Group Sep 2025 9.9k $584k
Jacobi Capital Management Sep 2025 9.8k $582k
Retirement Guys Formula Sep 2025 9.7k $577k
Mesirow Financial Investment Management International Equity Sep 2025 9.7k $574k
Y-Intercept Sep 2025 9.6k $572k
Bond & Devick Financial Network Sep 2025 9.6k $568k
Chicago Capital Sep 2025 9.5k $561k
FourThought Financial Partners Sep 2025 9.4k $560k
Malaga Cove Capital Sep 2025 9.4k $557k
Perigon Wealth Management Sep 2025 9.4k $557k
Bridges Investment Management Sep 2025 9.4k $557k
Beverly Hills Private Wealth Sep 2025 9.4k $556k
OneAscent Investment Solutions Sep 2025 9.4k $556k
ExodusPoint Capital Management Sep 2025 9.3k $554k
Sage Rhino Capital Sep 2025 9.3k $553k
Independence Bank of Kentucky Sep 2025 9.3k $551k
Range Financial Group Sep 2025 9.3k $550k
Td Private Client Wealth Sep 2025 9.2k $545k
Douglass Winthrop Advisors Sep 2025 9.2k $545k
Independent Advisor Alliance Sep 2025 9.2k $545k
Peregrine Asset Advisers Sep 2025 9.2k $544k
Cordatus Wealth Management Sep 2025 9.0k $536k
Principle Wealth Partners Sep 2025 9.0k $535k
DecisionMap Wealth Management Sep 2025 9.0k $533k
Kathmere Capital Management Sep 2025 9.0k $532k
Btim Sep 2025 9.0k $532k
EntryPoint Capital Sep 2025 8.9k $530k
Powers Advisory Group Sep 2025 8.9k $530k
Tiaa Trust, National Association Sep 2025 8.9k $528k
Putnam Fl Investment Management Sep 2025 8.9k $526k
Dana Investment Advisors Sep 2025 8.9k $525k
Farmers & Merchants Investment Sep 2025 8.8k $521k
Dynamic Technology Lab Private Sep 2025 8.7k $518k
Rs Crum Sep 2025 8.7k $517k
Quotient Wealth Partners Sep 2025 8.7k $517k
Catalytic Wealth RIA Sep 2025 8.7k $517k
Kingsview Wealth Management Sep 2025 8.6k $511k
Fortress Private Ledger Sep 2025 8.6k $511k
Daymark Wealth Partners Sep 2025 8.5k $503k
Sivia Capital Partners Sep 2025 8.4k $496k
Williams Jones Wealth Management Sep 2025 8.4k $496k
Sowell Financial Services Sep 2025 8.3k $495k
Investment Research Partners Sep 2025 8.3k $508k
Hilltop National Bank Sep 2025 8.3k $492k
Phillips Wealth Planners Sep 2025 8.3k $485k
Resonant Capital Advisors Sep 2025 8.3k $491k
Spinnaker Trust Sep 2025 8.3k $489k
Cerro Pacific Wealth Advisors Sep 2025 8.2k $489k
Conning Sep 2025 8.2k $488k
Rehmann Capital Advisory Sep 2025 8.2k $488k
TNB Financial Sep 2025 8.2k $488k
Ascent Group Sep 2025 8.1k $0
Connor, Clark & Lunn Investment Management Sep 2025 8.1k $480k
Diversified Trust Company Sep 2025 8.1k $478k
Wescott Financial Advisory Group Sep 2025 8.0k $476k
Green Square Asset Management Sep 2025 7.9k $469k
Allen Investment Management Sep 2025 7.9k $469k
Highland Capital Management Sep 2025 7.9k $468k
Woodmont Investment Counsel Sep 2025 7.9k $468k
Twelve Points Wealth Management Sep 2025 7.9k $468k
Manske Wealth Management Sep 2025 7.9k $466k
Fidelis Capital Partners Sep 2025 7.8k $465k
Fulton Bank, NA Sep 2025 7.8k $464k
Icon Wealth Advisors Sep 2025 7.8k $464k
Beese Fulmer Investment Management Sep 2025 7.7k $459k
Rbo & Co Sep 2025 7.7k $458k
Nelson, Van Denburg & Campbell Wealth Management Sep 2025 7.7k $456k
Drucker Wealth 3.0 Sep 2025 7.7k $455k
Clifford Swan Investment Counsel Sep 2025 7.6k $453k
Octavia Wealth Advisors Sep 2025 7.6k $453k
Sound View Wealth Advisors Group Sep 2025 7.6k $452k
Leonard Rickey Investment Advisors P Sep 2025 7.6k $451k
PFG Advisors Sep 2025 7.6k $451k
Roman Butler Fullerton & Co Sep 2025 7.6k $464k
Stonehage Fleming Financial Services Holdings Sep 2025 7.6k $451k
Stratos Wealth Partners Sep 2025 7.6k $449k
Steel Peak Wealth Management Sep 2025 7.6k $448k
Private Trust Co Na Sep 2025 7.5k $446k
Searle & Co. Sep 2025 7.5k $445k
Garner Asset Management Corp Sep 2025 7.4k $441k
Parsons Capital Management Sep 2025 7.4k $440k
PharVision Advisers Sep 2025 7.4k $440k
Cohen Investment Advisors Sep 2025 7.4k $439k
Hunter Associates Sep 2025 7.4k $436k
Gryphon Financial Partners Sep 2025 7.3k $435k
Ritter Daniher Financial Advisory LLC / DE Sep 2025 7.3k $435k
Gentry Private Wealth Sep 2025 7.3k $434k
Transamerica Financial Advisors Sep 2025 7.3k $433k
Bessemer Sep 2025 7.3k $431k
Nbc Securities Sep 2025 7.2k $424k
Ransom Advisory Sep 2025 7.1k $423k
TCG Advisory Services Sep 2025 7.1k $422k
Charter Trust Sep 2025 7.1k $422k
BridgePort Financial Solutions Sep 2025 7.1k $419k
Brucke Financial Sep 2025 7.1k $425k
Townsquare Capital Sep 2025 7.0k $418k
SCBT Financial Corporation Sep 2025 7.0k $416k
Fca Corp Sep 2025 7.0k $415k
Equitable Holdings Sep 2025 7.0k $412k
Optas Sep 2025 6.9k $412k
Trust Point Sep 2025 6.9k $408k
Monticello Wealth Management Sep 2025 6.9k $407k
Argonautica Private Wealth Management Sep 2025 6.8k $403k
White Bay PT Sep 2025 6.8k $402k
Cullen Frost Bankers Sep 2025 6.7k $398k
Fifth Third Bancorp Sep 2025 6.7k $397k
Cetera Trust Company Sep 2025 6.7k $396k
Blue Barn Wealth Sep 2025 6.7k $395k
Cornerstone Wealth Group Sep 2025 6.7k $395k
Ti-trust Sep 2025 6.7k $395k
Simplicity Wealth Sep 2025 6.6k $391k
Wealthtrust Axiom Sep 2025 6.6k $390k
Penobscot Investment Management Company Sep 2025 6.5k $387k
Port Capital Sep 2025 6.5k $385k
Bedel Financial Consulting Sep 2025 6.5k $385k
O'Brien Greene & Co Sep 2025 6.5k $384k
Brown Brothers Harriman & Co. Sep 2025 6.5k $384k
Griffith & Werner Sep 2025 6.5k $394k
Aspen Grove Capital Sep 2025 6.4k $379k
Carnegie Capital Asset Management Sep 2025 6.3k $376k
Pine Haven Investment Counsel Sep 2025 6.3k $376k
Old National Trust Company Sep 2025 6.3k $375k
Red Door Wealth Management Sep 2025 6.3k $375k
Caldwell Trust Sep 2025 6.3k $374k
Douglas Lane & Associates Sep 2025 6.3k $373k
Blake Schutter Theil Wealth Advisors Sep 2025 6.3k $371k
Moneta Group Investment Advisors Sep 2025 6.2k $370k
Crescent Grove Advisors Sep 2025 6.2k $370k
Smithfield Trust Company Sep 2025 6.2k $366k
Schrum Private Wealth Management Sep 2025 6.2k $366k
Bradley, Foster & Sargent Sep 2025 6.1k $362k
Parkside Financial Bank & Trust Sep 2025 6.1k $362k
Robertson Stephens Wealth Management Sep 2025 6.1k $361k
Wedmont Private Capital Sep 2025 6.1k $356k
Wedbush Morgan Securities Sep 2025 6.0k $359k
RD Lewis Holdings Sep 2025 6.0k $368k
Kingswood Wealth Advisors Sep 2025 6.0k $357k
Phocas Financial Sep 2025 6.0k $356k
Wsfs Capital Management Sep 2025 5.9k $352k
CVA Family Office Sep 2025 5.9k $351k
Seeds Investor Sep 2025 5.9k $350k
Tru Independence Asset Management 2 Sep 2025 5.9k $349k
Intrua Financial Sep 2025 5.9k $348k
Roberts Glore & Co Sep 2025 5.8k $346k
Addison Advisors Sep 2025 5.8k $345k
Total Wealth Planning Sep 2025 5.8k $343k
Certior Financial Group Sep 2025 5.8k $343k
Probity Advisors Sep 2025 5.8k $342k
AlTi Global Sep 2025 5.7k $340k
Foundations Investment Advisors Sep 2025 5.7k $340k
Tritonpoint Wealth Sep 2025 5.7k $338k
Maia Wealth Sep 2025 5.7k $344k
Clarius Sep 2025 5.6k $335k
Atlas Brown Sep 2025 5.6k $334k
Hazlett, Burt & Watson Sep 2025 5.6k $325k
Lincoln Capital Sep 2025 5.5k $327k
United Advisor Group Sep 2025 5.5k $327k
BSW Wealth Partners Sep 2025 5.5k $326k
Harbour Investments Sep 2025 5.5k $325k
Sepio Capital Sep 2025 5.4k $322k
Fedenia Advisers Sep 2025 5.4k $321k
Associated Banc- Sep 2025 5.4k $319k
Atticus Wealth Management Sep 2025 5.4k $318k
Absher Wealth Management Sep 2025 5.4k $318k
Traphagen Investment Advisors Sep 2025 5.4k $318k
Summit Financial Sep 2025 5.4k $318k
Franklin Street Advisors Sep 2025 5.3k $316k
Eagle Bay Advisors Sep 2025 5.3k $314k
Rede Wealth Sep 2025 5.3k $314k
Drive Wealth Management Sep 2025 5.3k $314k
Sound Income Strategies Sep 2025 5.3k $310k
J.Safra Asset Management Sep 2025 5.2k $310k
Sky Investment Group Sep 2025 5.2k $309k
Mitchell Sinkler & Starr Sep 2025 5.2k $306k
Delta Financial Advisors Sep 2025 5.2k $306k
Borer Denton & Associates Sep 2025 5.2k $306k
Fielder Capital Group Sep 2025 5.1k $304k
Empower Advisory Group Sep 2025 5.0k $299k
Sierra Ocean Sep 2025 5.0k $298k
Procyon Private Wealth Partners Sep 2025 5.0k $298k
Fiera Capital Corporation Sep 2025 5.0k $298k
Bridgefront Capital Sep 2025 5.0k $297k
HBK Sorce Advisory Sep 2025 5.0k $302k
Traveka Wealth Sep 2025 4.9k $293k
Financial Engines Advisors L.L.C Sep 2025 4.9k $292k
Legacy Private Trust Sep 2025 4.9k $292k
Tacita Capital Sep 2025 4.9k $291k
Town & Country Bank & Trust CO dba First Bankers Trust Sep 2025 4.9k $290k
Hummer Financial Advisory Services Sep 2025 4.9k $288k
Claro Advisors Sep 2025 4.8k $285k
Silverlake Wealth Management Sep 2025 4.8k $284k
Klingman & Associates Sep 2025 4.8k $282k
Beacon Investment Advisory Services Sep 2025 4.7k $281k
Platform Technology Partners Sep 2025 4.7k $277k
Sage Mountain Advisors Sep 2025 4.7k $277k
Riversedge Advisors Sep 2025 4.7k $276k
Canandaigua National Bank and Trust Company Sep 2025 4.7k $276k
Fiduciary Financial Group Sep 2025 4.6k $275k
Alhambra Investment Partners Sep 2025 4.6k $275k
Mill Creek Capital Advisors Sep 2025 4.6k $274k
New Wave Wealth Advisors Sep 2025 4.1k $248k
AdvisorNet Financial Sep 2025 4.6k $273k
Stock Yards Trust Company Sep 2025 4.6k $271k
Marino, Stram & Associates Sep 2025 4.6k $270k
United Community Bank Sep 2025 4.5k $269k
EverSource Wealth Advisors Sep 2025 4.5k $269k
Schnieders Capital Management Sep 2025 4.5k $268k
Lafayette Investments Sep 2025 4.5k $268k
Bramshill Investments Sep 2025 4.5k $267k
Keudell/Morrison Wealth Management Jun 2025 4.5k $275k
Mayflower Financial Advisors Sep 2025 4.5k $266k
Clear Harbor Asset Management Sep 2025 4.5k $266k
Eagle Strategies Sep 2025 4.5k $266k
Abel Hall Sep 2025 4.5k $266k
Aurora Private Wealth Jun 2025 4.5k $274k
Net Worth Advisory Group Sep 2025 4.5k $265k
Graybill Bartz & Assoc Sep 2025 4.5k $265k
Cromwell Holdings Sep 2025 4.4k $264k
Group One Trading Sep 2025 4.4k $263k
SeaCrest Wealth Management Sep 2025 4.4k $259k
Money Concepts Capital Corp Sep 2025 4.4k $261k
Revisor Wealth Management Sep 2025 4.4k $259k
Kuhn & Co Investment Counsel Sep 2025 4.4k $260k
Freestone Capital Holdings Sep 2025 4.4k $260k
Five Oceans Advisors Sep 2025 4.4k $260k
FDx Advisors Sep 2025 4.4k $263k
Honkamp Krueger Financial Services Sep 2025 4.4k $259k
Fort Sheridan Advisors Sep 2025 4.4k $258k
WoodTrust Financial Corp Sep 2025 4.4k $258k
SageView Advisory Group Sep 2025 4.3k $257k
Rosenberg Matthew Hamilton Sep 2025 4.3k $256k
Capital Advantage Sep 2025 4.3k $255k
Sonoma Allocations Sep 2025 4.3k $267k
Strive Asset Management Sep 2025 4.3k $253k
a16z Perennial Management Sep 2025 4.3k $253k
Moseley Investment Management Sep 2025 4.3k $252k
Keel Point Sep 2025 4.3k $252k
Regal Investment Advisors Sep 2025 4.3k $252k
Centurion Wealth Management Sep 2025 4.2k $251k
FRG Family Wealth Advisors Sep 2025 4.2k $251k
Venturi Wealth Management Sep 2025 4.2k $250k
Newman Dignan & Sheerar Sep 2025 4.2k $250k
Pinnacle Wealth Planning Services Sep 2025 4.2k $250k
Valley National Advisers Sep 2025 4.2k $249k
Coconut Grove Bank Sep 2025 4.2k $249k
Brookstone Capital Management Sep 2025 4.2k $246k
Broadwater Capital Management Sep 2025 4.2k $246k
AE Wealth Management Sep 2025 4.1k $241k
IFG Advisory Sep 2025 4.1k $245k
New Republic Capital Sep 2025 4.1k $244k
MONECO Advisors Sep 2025 4.1k $243k
Wallace Advisory Group Sep 2025 4.0k $245k
Live Oak Private Wealth Sep 2025 4.0k $238k
Birch Hill Investment Advisors Sep 2025 4.0k $237k
Essex Savings Bank Sep 2025 4.0k $237k
Fiduciary Sep 2025 4.0k $237k
Stokes Family Office Sep 2025 4.0k $236k
Scientech Research Sep 2025 4.0k $235k
USA Financial Portformulas Sep 2025 4.0k $235k
Cypress Wealth Services Sep 2025 3.9k $232k
Dynasty Wealth Management Sep 2025 3.9k $232k
Nilsine Partners Sep 2025 3.9k $231k
Cornerstone Wealth Management Sep 2025 3.9k $230k
S.A. Mason Sep 2025 3.9k $230k
BKD Wealth Advisors Sep 2025 3.9k $230k
Carr Financial Group Corp Sep 2025 3.8k $228k
Foster Group Sep 2025 3.8k $228k
Wellington Shields & Co Sep 2025 3.8k $226k
Fifth Third Wealth Advisors Sep 2025 3.8k $226k
Invested Advisors Sep 2025 3.8k $214k
Capital Analysts Sep 2025 3.8k $225k
Childress Capital Advisors Sep 2025 3.8k $225k
Kurt F. Somerville Sep 2025 3.8k $225k
Whetstone Capital Advisors Sep 2025 3.8k $224k
Embree Financial Group Sep 2025 3.8k $223k
Brookwood Investment Group Sep 2025 3.8k $223k
Evoke Wealth Sep 2025 3.7k $222k
Azimuth Capital Investment Management Sep 2025 3.7k $221k
Sovran Advisors Sep 2025 3.7k $227k
Gladstone Institutional Advisory Sep 2025 3.7k $220k
Flagship Harbor Advisors Sep 2025 3.7k $217k
Western Wealth Management Sep 2025 3.6k $213k
Atlantic Edge Private Wealth Management Sep 2025 3.6k $213k
Sittner & Nelson Sep 2025 3.6k $213k
Virtu Financial Sep 2025 3.6k $212k
Pacitti Group Sep 2025 3.6k $212k
Tradewinds Sep 2025 3.6k $211k
First Horizon National Corp Sep 2025 3.6k $211k
Verity and Verity Sep 2025 3.6k $211k
Kovack Advisors Sep 2025 3.6k $211k
Carrera Capital Advisors Sep 2025 3.5k $210k
Oregon Pacific Wealth Management Sep 2025 3.5k $209k
Canopy Partners Sep 2025 3.5k $209k
Boston Family Office Sep 2025 3.5k $208k
Texas Capital Bank Wealth Management Services Sep 2025 3.5k $206k
Gwn Securities Sep 2025 3.5k $207k
David Allen Sep 2025 3.5k $205k
Comprehensive Money Management Services Sep 2025 3.5k $205k
Washington Trust Company Sep 2025 3.5k $205k
San Luis Wealth Advisors Sep 2025 3.4k $205k
Paragon Private Wealth Management Sep 2025 3.4k $203k
Frisch Financial Group Sep 2025 3.4k $202k
Spire Wealth Management Sep 2025 3.3k $196k
Edmond De Rothschild Holding Sep 2025 3.2k $191k
Contravisory Investment Management Sep 2025 3.1k $182k
Caitong International Asset Management Sep 2025 3.1k $182k
Bruce G. Allen Investments Sep 2025 3.0k $177k
Arlington Trust Sep 2025 2.9k $173k
Delta Asset Management Sep 2025 2.9k $172k
Evelyn Partners Investment Management Sep 2025 2.8k $166k
Gen-Wealth Partners Sep 2025 2.8k $166k
Parvin Asset Management Sep 2025 2.8k $165k
Riverview Trust Sep 2025 2.7k $159k
New York State Common Retirement Fund Sep 2025 2.7k $159k
A. Montag and Associates Sep 2025 2.7k $159k
Financial Network Wealth Advisors Sep 2025 2.7k $158k
Old Second Wealth Management Sep 2025 2.6k $155k
Rothschild Investment Sep 2025 2.6k $151k
Westfuller Advisors Sep 2025 2.5k $146k
Johnson Financial Group Sep 2025 2.4k $140k
Knights of Columbus Asset Advisors Sep 2025 2.3k $139k
Cary Street Partner Investment Advisory Sep 2025 2.3k $138k
Heritage Wealth Advisors Sep 2025 2.3k $135k
Root Financial Partners Sep 2025 2.2k $133k
D. J. St. Germain Sep 2025 2.2k $132k
Atlas Capital Advisors Jun 2025 2.2k $135k
Chilton Capital Management Sep 2025 2.2k $131k
Global Trust Asset Management Sep 2025 2.0k $121k
CI Investments Sep 2025 2.0k $120k
HHM Wealth Advisors Sep 2025 1.9k $115k
Glen Eagle Advisors Sep 2025 1.9k $114k
Hara Capital Sep 2025 1.9k $112k
Golden State Wealth Management Sep 2025 1.8k $109k
Park Place Capital Corp Sep 2025 1.8k $105k
Westside Investment Management Sep 2025 1.8k $105k
Central Trust & Investment Sep 2025 1.8k $105k
UMA Financial Services Sep 2025 1.7k $103k
Sunbelt Securities Sep 2025 1.7k $103k
Cape Investment Advisory Sep 2025 1.6k $93k
Salem Investment Counselors Sep 2025 1.6k $92k
Washington Trust Advisors Sep 2025 1.5k $88k
Evermay Wealth Management Sep 2025 1.5k $88k
Millstone Evans Group Sep 2025 1.5k $88k
GHP Investment Advisors Sep 2025 1.5k $88k
Pingora Partners Sep 2025 1.4k $83k
TFC Financial Management Sep 2025 1.3k $80k
Harbor Asset Planning Sep 2025 1.3k $77k
Rossby Financial, LCC Sep 2025 1.3k $76k
Ameritas Advisory Services Sep 2025 1.3k $76k
Ohio Valley Financial Sep 2025 1.2k $72k
Strengthening Families & Communities Sep 2025 1.2k $71k
Harbor Investment Advisory Sep 2025 1.2k $71k
First United Bank & Trust Sep 2025 1.2k $70k
LGT Financial Advisors Sep 2025 1.1k $68k
Flagship Wealth Advisors Sep 2025 1.1k $64k
Colonial Asset Management Sep 2025 1.1k $62k
Thompson Investment Management Sep 2025 1.0k $62k
Fairscale Capital Sep 2025 1.0k $62k
Missouri Trust & Investment Sep 2025 1.0k $59k
Quaker Wealth Management Sep 2025 975.00 $58k
Evelyn Partners Investment Management Services Sep 2025 964.00 $57k
LRI Investments Sep 2025 962.00 $57k
Chapman Financial Group Sep 2025 950.00 $56k
Carolina Wealth Advisors Sep 2025 936.00 $56k
Country Trust Bank Sep 2025 923.00 $55k
Marshall & Sullivan Jun 2025 900.00 $55k
Salomon & Ludwin Sep 2025 893.00 $53k
SOA Wealth Advisors Sep 2025 862.00 $51k
Mondrian Investment Partners Sep 2025 859.00 $51k
CoreCap Advisors Sep 2025 835.00 $50k
Ameriflex Group Sep 2025 830.00 $49k
JFS Wealth Advisors Sep 2025 828.00 $49k
Mb, Levis & Associates Sep 2025 813.00 $48k
Financial Management Professionals Sep 2025 763.00 $45k
Caldwell Sutter Capital Sep 2025 717.00 $43k
Evolution Advisers Sep 2025 700.00 $41k
Oakworth Capital Sep 2025 692.00 $41k
Murphy & Mullick Capital Management Corp Sep 2025 688.00 $41k
Bogart Wealth Sep 2025 676.00 $40k
TD Capital Management Sep 2025 672.00 $40k
True Wealth Design Sep 2025 668.00 $40k
Boyd Watterson Asset Management Sep 2025 645.00 $38k
Financial Perspectives Sep 2025 636.00 $38k
Richardson Financial Services Sep 2025 618.00 $37k
Financial Avengers Sep 2025 603.00 $36k
Godsey and Gibb Sep 2025 600.00 $36k
Avalon Trust Sep 2025 600.00 $36k
TCTC Holdings Sep 2025 556.00 $33k
Brentview Investment Management Sep 2025 553.00 $33k
1620 Investment Advisors Sep 2025 545.00 $32k
Newbridge Financial Services Group Sep 2025 528.00 $31k
Roxbury Financial Sep 2025 521.00 $31k
Measured Wealth Private Client Group Sep 2025 521.00 $31k
City State Bank Sep 2025 517.00 $31k
GPS Wealth Strategies Group Sep 2025 514.00 $31k
Red Tortoise Sep 2025 512.00 $30k
American National Bank Sep 2025 500.00 $30k
NISA Investment Advisors Sep 2025 500.00 $30k
Milestone Group Sep 2025 500.00 $30k
VSM Wealth Advisory Sep 2025 500.00 $30k
FNY Investment Advisers Sep 2025 500.00 $29k
Financial Life Planners Sep 2025 498.00 $30k
Brown, Lisle/cummings Sep 2025 486.00 $29k
Asset Dedication Sep 2025 476.00 $28k
Vermillion Wealth Management Sep 2025 473.00 $28k
Bangor Savings Bank Sep 2025 469.00 $28k
Baillie Gifford & Co Sep 2025 456.00 $27k
Palisade Asset Management Sep 2025 422.00 $25k
Tortoise Investment Management Sep 2025 411.00 $24k
Trust Sep 2025 400.00 $24k
Webster Bank, N. A. Sep 2025 400.00 $24k
Barrett & Company Sep 2025 400.00 $24k
Paradigm Asset Management Company Sep 2025 400.00 $24k
Core Alternative Capital Sep 2025 400.00 $24k
Chelsea Counsel Sep 2025 400.00 $24k
Wolff Wiese Magana Sep 2025 384.00 $23k
Highline Wealth Partners Sep 2025 362.00 $22k
JNBA Financial Advisors Sep 2025 359.00 $21k
McIlrath & Eck Sep 2025 358.00 $21k
Citizens National Bank Trust Department Sep 2025 358.00 $21k
Loomis, Sayles and Sep 2025 356.00 $21k
Cornerstone Planning Group Sep 2025 350.00 $33k
N.E.W. Advisory Services Sep 2025 347.00 $21k
Union Bancaire Privee, UBP SA Sep 2025 341.00 $20k
Abound Wealth Management Sep 2025 335.00 $20k
Hartford Financial Management Sep 2025 326.00 $19k
Quintet Private Bank Sep 2025 325.00 $19k
American Capital Advisory Sep 2025 322.00 $19k
MTM Investment Management Sep 2025 320.00 $19k
Seneschal Advisors Sep 2025 316.00 $19k
North Capital Sep 2025 315.00 $19k
Jennifer Ranahan Sep 2025 315.00 $19k
Smallwood Wealth Investment Management Sep 2025 300.00 $18k
Proathlete Wealth Management Sep 2025 298.00 $18k
Kozak & Associates Sep 2025 287.00 $17k
Rocky Mountain Advisers Sep 2025 267.00 $16k
Proffitt & Goodson Sep 2025 256.00 $15k
Navigoe Sep 2025 248.00 $14k
Sterling Capital Management Sep 2025 246.00 $15k
Redmont Wealth Advisors Sep 2025 235.00 $14k
West Branch Capital Sep 2025 231.00 $14k
City Holding Sep 2025 222.00 $13k
Crowley Wealth Management Sep 2025 218.00 $13k
Albion Financial Group Sep 2025 211.00 $13k
Key FInancial Sep 2025 204.00 $12k
MJT & Associates Financial Advisory Group Sep 2025 203.00 $12k
Future Financial Wealth Managment Sep 2025 200.00 $12k
Monetary Management Sep 2025 200.00 $12k
Bear Mountain Capital Sep 2025 197.00 $12k
ORG Partners Sep 2025 191.00 $11k
New England Capital Financial Advisors Sep 2025 188.00 $11k
WPG Advisers Sep 2025 186.00 $11k
Private Wealth Asset Management Sep 2025 184.00 $11k
Old Point Trust & Financial Services N A Sep 2025 183.00 $11k
Frazier Financial Advisors Sep 2025 183.00 $11k
Concord Wealth Partners Sep 2025 183.00 $11k
Bare Financial Services Sep 2025 182.00 $11k
CGC Financial Services Sep 2025 179.00 $11k
Legacy Wealth Managment Sep 2025 175.00 $10k
Adirondack Trust Sep 2025 170.00 $10k
Annis Gardner Whiting Capital Advisors Sep 2025 169.00 $10k
General Partner Sep 2025 167.00 $9.9k
Bell Investment Advisors Sep 2025 162.00 $9.6k
BankPlus Trust Department Sep 2025 160.00 $9.5k
Archer Investment Corp Sep 2025 150.00 $8.9k
Creative Financial Designs Sep 2025 149.00 $8.8k
Retirement Wealth Solutions Sep 2025 130.00 $7.7k
Piscataqua Savings Bank Sep 2025 130.00 $7.7k
Grey Fox Wealth Advisors Sep 2025 129.00 $7.6k
Cedar Mountain Advisors Sep 2025 128.00 $7.6k
MCF Advisors Sep 2025 128.00 $7.6k
Hollencrest Securities Sep 2025 128.00 $7.6k
Hartland & Co Sep 2025 125.00 $7.4k
Glass Jacobson Investment Advisors Sep 2025 124.00 $7.4k
Park Square Financial Group Sep 2025 119.00 $7.1k
Center for Financial Planning Sep 2025 113.00 $6.7k
Financial Consulate Sep 2025 111.00 $6.6k
YANKCOM Partnership Sep 2025 102.00 $6.0k
Princeton Global Asset Management Sep 2025 101.00 $6.0k
Pflug Koory Sep 2025 100.00 $5.9k
Gables Capital Management Sep 2025 100.00 $5.9k
Rialto Wealth Management Sep 2025 99.00 $5.9k
Fourth Dimension Wealth Sep 2025 93.00 $5.5k
First Command Advisory Services Sep 2025 87.00 $5.2k
Nalls Sherbakoff Group Sep 2025 80.00 $4.7k
Holos Integrated Wealth Sep 2025 78.00 $4.7k
Quest 10 Wealth Builders Sep 2025 75.00 $4.4k
Steigerwald, Gordon & Koch Sep 2025 71.00 $4.2k
WestEnd Capital Management Sep 2025 70.00 $4.1k
Indiana Trust & Investment Management Sep 2025 60.00 $3.6k
Western Pacific Wealth Management Sep 2025 52.00 $3.1k
Hoey Investments Sep 2025 52.00 $3.1k
Crewe Advisors Sep 2025 51.00 $3.0k
Copeland Capital Management Sep 2025 50.00 $3.0k
Pittenger & Anderson Sep 2025 50.00 $3.0k
Minot DeBlois Advisors Sep 2025 50.00 $3.0k
New Millennium Group Sep 2025 44.00 $2.6k
Atwood & Palmer Sep 2025 42.00 $2.5k
Dunhill Financial Sep 2025 38.00 $2.3k
KERR FINANCIAL PLANNING Corp Sep 2025 34.00 $2.0k
Mpwm Advisory Solutions Sep 2025 33.00 $2.0k
Harwood Advisory Sep 2025 31.00 $1.9k
Centennial Bank Sep 2025 30.00 $1.8k
Covestor Sep 2025 29.00 $2.0k
Fairman Group Sep 2025 26.00 $1.5k
DHJJ Financial Advisors Sep 2025 25.00 $1.5k
Gold Investment Management Sep 2025 25.00 $1.5k
Comprehensive Financial Planning Sep 2025 23.00 $1.4k
HighMark Wealth Management Sep 2025 22.00 $1.3k
WealthCollab Sep 2025 18.00 $1.1k
Plante Moran Financial Advisors Sep 2025 17.00 $1.0k
Kilter Group Sep 2025 17.00 $1.0k
Quent Capital Sep 2025 15.00 $889.000500
Caitlin John Sep 2025 15.00 $889.000500
Robbins Farley Sep 2025 10.00 $593.000000
Stone House Investment Management Sep 2025 10.00 $593.000000
Turning Point Benefit Group Sep 2025 10.00 $588.000000
Raleigh Capital Management Sep 2025 7.00 $435.000300
Strategic Advocates Sep 2025 7.00 $414.999900
Rise Advisors Sep 2025 6.00 $367.000200
Rakuten Securities Sep 2025 5.00 $296.000000