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ARK Autonomous Tech & Robot (ARKQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares619,013 from 631,279
Change-12,266 (-2%)
Value$75.1M (-$8.4M)
Filed 2026-11-06
Thryve Wealth Management LLC
DECREASED
Shares53,819 from 54,593
Change-774 (-1%)
Value$6.5M (-$692.7K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares53,212 from 64,533
Change-11,321 (-18%)
Value$6.5M (-$2.1M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares38,909 from 5,498
Change+33,411 (+608%)
Value$4.7M (+$4.0M)
Filed 2026-10-16
Paller Financial Services Inc
INCREASED
Shares37,432 from 33,877
Change+3,555 (+10%)
Value$4.5M (+$59.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,267 from 36,797
Change+470 (+1%)
Value$4.5M (-$346.0K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares36,121 from 35,291
Change+830 (+2%)
Value$4.4M (-$286.5K)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares36,086 from 40,162
Change-4,076 (-10%)
Value$4.4M (-$934.8K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares34,347 from 31,988
Change+2,359 (+7%)
Value$4.2M (-$64.9K)
Filed 2026-10-30
Hartford Financial Management Inc.
DECREASED
Shares32,602 from 32,814
Change-212 (-1%)
Value$4.0M (-$385.7K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares31,957 from 31,049
Change+908 (+3%)
Value$3.9M (-$230.5K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares26,991 from 26,006
Change+985 (+4%)
Value$3.3M (-$165.9K)
Filed 2026-10-30
Park Avenue Securities LLC
DECREASED
Shares21,815 from 22,796
Change-981 (-4%)
Value$2.6M (-$369.0K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares17,806 from 16,126
Change+1,680 (+10%)
Value$2.2M (+$26.8K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares15,776 from 15,302
Change+474 (+3%)
Value$1.9M (-$110.4K)
Filed 2026-10-15
Bank of New York Mellon Corp
DECREASED
Shares15,381 from 15,382
Change-1 (0%)
Value$1.9M (-$168.8K)
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares15,295
Change+15,295
Value$1.9M
Filed 2026-10-28
Wealth Management Partners, LLC
DECREASED
Shares14,600 from 17,541
Change-2,941 (-17%)
Value$1.8M (-$549.0K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares14,444 from 14,623
Change-179 (-1%)
Value$1.8M (-$182.1K)
Filed 2026-11-02
Strategic Wealth Investment Group, LLC
DECREASED
Shares14,144 from 14,615
Change-471 (-3%)
Value$1.7M (-$217.4K)
Filed 2026-10-29
Crescent Grove Advisors, LLC
DECREASED
Shares12,117 from 12,304
Change-187 (-2%)
Value$1.5M (-$157.6K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,427 from 10,263
Change+164 (+2%)
Value$1.3M (+$4.5K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares10,137 from 9,654
Change+483 (+5%)
Value$1.2M (-$47.3K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares9,337 from 9,808
Change-471 (-5%)
Value$1.1M (-$164.7K)
Filed 2026-10-16
Vise Technologies, Inc.
NEW
Shares9,205
Change+9,205
Value$1.1M
Filed 2026-10-29
Worthington Financial Partners, LLC
INCREASED
Shares8,817 from 8,669
Change+148 (+2%)
Value$1.1M (-$77.2K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares8,696 from 8,399
Change+297 (+4%)
Value$1.1M (-$56.1K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares8,340 from 9,067
Change-727 (-8%)
Value$1.0M (-$187.6K)
Filed 2026-10-28
Arwa LLC
INCREASED
Shares7,641 from 5,436
Change+2,205 (+41%)
Value$917.7K (+$275.6K)
Filed 2026-10-21
StoneX Group Inc.
DECREASED
Shares7,560 from 10,684
Change-3,124 (-29%)
Value$916.7K (-$485.1K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares6,916 from 6,561
Change+355 (+5%)
Value$838.6K (-$28.9K)
Filed 2026-10-13
Purus Wealth Management, LLC
UNCHANGED
Shares6,773 from 6,773
Change0 (0%)
Value$821.2K (-$74.3K)
Filed 2026-10-15
HBW Advisory Services LLC
INCREASED
Shares6,767 from 4,977
Change+1,790 (+36%)
Value$820.5K (+$162.5K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares6,742 from 6,795
Change-53 (-1%)
Value$817.5K (-$81.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares6,684 from 7,832
Change-1,148 (-15%)
Value$810.4K (-$225.1K)
Filed 2026-10-08
Level Four Advisory Services, LLC
INCREASED
Shares6,445 from 5,931
Change+514 (+9%)
Value$781.5K (-$2.7K)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares6,429 from 6,429
Change0 (0%)
Value$779.5K (-$70.5K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares6,076 from 2,557
Change+3,519 (+138%)
Value$736.7K (+$398.6K)
Filed 2026-11-05
Antonelli Financial Advisors, LLC
INCREASED
Shares5,768 from 5,224
Change+544 (+10%)
Value$699.0K (+$8.0K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares5,351 from 5,381
Change-30 (-1%)
Value$648.8K (-$62.7K)
Filed 2026-11-05
Cambridge Advisors Inc.
INCREASED
Shares5,333 from 4,417
Change+916 (+21%)
Value$646.7K (+$62.6K)
Filed 2026-10-19
Oppenheimer Asset Management Inc.
INCREASED
Shares5,327 from 5,283
Change+44 (+1%)
Value$645.9K (-$52.6K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares5,320 from 5,333
Change-13 (0%)
Value$645.1K (-$60.1K)
Filed 2026-10-23
Savant Capital, LLC
DECREASED
Shares5,224 from 5,589
Change-365 (-7%)
Value$633.4K (-$105.4K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
INCREASED
Shares5,089 from 2,530
Change+2,559 (+101%)
Value$617.0K (+$282.5K)
Filed 2026-10-28
Clearstead Trust, LLC
UNCHANGED
Shares5,084 from 5,084
Change0 (0%)
Value$616.4K (-$55.8K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares4,866 from 5,159
Change-293 (-6%)
Value$590.0K (-$92.1K)
Filed 2026-10-27
Hobart Private Capital, LLC
DECREASED
Shares4,704 from 4,797
Change-93 (-2%)
Value$570.4K (-$63.9K)
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares3,812 from 3,689
Change+123 (+3%)
Value$462.2K (-$25.6K)
Filed 2026-10-08
Lauer Wealth, LLC
INCREASED
Shares3,772 from 2,662
Change+1,110 (+42%)
Value$462.0K (+$136.4K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares3,706 from 3,677
Change+29 (+1%)
Value$449.3K (-$36.8K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares3,656 from 3,767
Change-111 (-3%)
Value$443.3K (-$54.8K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares3,518 from 3,488
Change+30 (+1%)
Value$394.1K (-$13.5K)
Filed 2026-10-27
Saxon Interests, Inc.
DECREASED
Shares3,511 from 3,687
Change-176 (-5%)
Value$425.7K (-$61.8K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares3,263 from 3,238
Change+25 (+1%)
Value$395.7K (-$32.5K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares3,094 from 3,167
Change-73 (-2%)
Value$375.1K (-$43.6K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares3,089 from 3,615
Change-526 (-15%)
Value$374.6K (-$103.4K)
Filed 2026-10-21
Linscomb Wealth, Inc.
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$372.8K (-$33.7K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares3,019 from 2,979
Change+40 (+1%)
Value$366.1K (-$27.8K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,998 from 2,924
Change+74 (+3%)
Value$363.5K (-$11.9K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares2,963 from 4,186
Change-1,223 (-29%)
Value$357.1K (-$196.3K)
Filed 2026-10-23
ATX Financial Planning, LLC
DECREASED
Shares2,851 from 3,109
Change-258 (-8%)
Value$345.7K (-$65.4K)
Filed 2026-10-14
Diversified Management Inc
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$339.5K (-$30.7K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
UNCHANGED
Shares2,709 from 2,709
Change0 (0%)
Value$328.5K (-$29.7K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares2,689 from 2,688
Change+1 (+0%)
Value$326.0K (-$29.4K)
Filed 2026-11-04
Eagle Wealth Strategies LLC
INCREASED
Shares2,661 from 2,633
Change+28 (+1%)
Value$322.6K (-$25.5K)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares2,519 from 2,519
Change0 (0%)
Value$305.4K (-$27.6K)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares2,463
Change+2,463
Value$298.6K
Filed 2026-11-05
Belvedere Trading LLC
DECREASED
Shares2,377 from 3,374
Change-997 (-30%)
Value$288.2K (-$157.9K)
Filed 2026-11-05
Gerber, LLC
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$283.4K (-$25.6K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares2,322 from 2,327
Change-5 (0%)
Value$281.5K (-$26.1K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares2,048 from 1,283
Change+765 (+60%)
Value$270.7K (+$101.1K)
Filed 2026-11-06
Avion Wealth
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$242.0K (-$22.0K)
Filed 2026-11-04
Fairscale Capital, LLC
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$222.0K (-$42.3K)
Filed 2026-11-04
Northbridge Financial Group, LLC
INCREASED
Shares1,883 from 1,841
Change+42 (+2%)
Value$239.5K (-$3.9K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares1,865 from 1,876
Change-11 (-1%)
Value$226.1K (-$21.9K)
Filed 2026-10-26
Wedbush Securities Inc
NEW
Shares1,858
Change+1,858
Value$225.0K
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
NEW
Shares1,824
Change+1,824
Value$221.2K
Filed 2026-10-23
Claro Advisors Inc.
DECREASED
Shares1,806 from 2,148
Change-342 (-16%)
Value$219.0K (-$65.0K)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares1,797 from 27,732
Change-25,935 (-94%)
Value$217.8K (-$3.4M)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares1,795 from 1,643
Change+152 (+9%)
Value$217.6K (+$405)
Filed 2026-10-29
Fifth Third Securities, Inc.
DECREASED
Shares1,793 from 10,978
Change-9,185 (-84%)
Value$217.4K (-$1.2M)
Filed 2026-10-21
Founders Financial Securities LLC
DECREASED
Shares1,772 from 1,880
Change-108 (-6%)
Value$214.9K (-$33.7K)
Filed 2026-10-28
Chris Bulman Inc
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$214.9K (-$19.4K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$212.2K (-$19.2K)
Filed 2026-11-03
Parisi Gray Wealth Management
DECREASED
Shares1,704 from 7,423
Change-5,719 (-77%)
Value$206.6K (-$774.9K)
Filed 2026-10-16
Triumph Capital Management
DECREASED
Shares1,622 from 1,749
Change-127 (-7%)
Value$196.6K (-$34.6K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
DECREASED
Shares1,575 from 1,576
Change-1 (0%)
Value$191.0K (-$17.4K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares1,076 from 1,067
Change+9 (+1%)
Value$130.4K (-$10.6K)
Filed 2026-10-15
Evolution Wealth Management Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$121.3K (-$11.0K)
Filed 2026-10-28
Valley National Advisers Inc
INCREASED
Shares944 from 903
Change+41 (+5%)
Value$114.5K (-$4.9K)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares903 from 350
Change+553 (+158%)
Value$109.5K (+$63.2K)
Filed 2026-11-04
Powell Investment Advisors, LLC
INCREASED
Shares823 from 773
Change+50 (+6%)
Value$99.8K (-$2.4K)
Filed 2026-10-22
IAG Wealth Partners, LLC
DECREASED
Shares752 from 797
Change-45 (-6%)
Value$91.2K (-$14.2K)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
INCREASED
Shares747 from 555
Change+192 (+35%)
Value$90.6K (+$17.2K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares702
Change+702
Value$85.1K
Filed 2026-10-21
Russell Investments Group, Ltd.
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$83.7K (-$7.6K)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$62.8K (-$5.7K)
Filed 2026-11-04
Montag A & Associates Inc
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$59.0K (-$5.3K)
Filed 2026-10-29
Bokf, NA
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$54.6K (-$4.9K)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares448 from 372
Change+76 (+20%)
Value$54.4K (+$5.2K)
Filed 2026-11-02
Kingdom Financial Group Llc.
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$54.0K (-$4.9K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$51.7K (-$4.7K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares405 from 127
Change+278 (+219%)
Value$49.2K (+$32.4K)
Filed 2026-10-16
Financial Consulate, Inc
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$47.9K (-$4.3K)
Filed 2026-10-23
West Paces Advisors Inc.
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$44.3K (-$4.0K)
Filed 2026-10-13
Financial Management Professionals, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$42.7K (-$3.9K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$42.4K (-$3.8K)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares338 from 1,911
Change-1,573 (-82%)
Value$41.0K (-$211.7K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$34.1K (-$3.1K)
Filed 2026-10-13
Parallel Advisors, LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$30.9K (-$2.8K)
Filed 2026-11-03
Strategic Advocates LLC
DECREASED
Shares252 from 290
Change-38 (-13%)
Value$30.6K (-$7.8K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$30.4K (-$2.8K)
Filed 2026-10-20
CX Institutional
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$30 (-$33.0K)
Filed 2026-10-02
Rossmore Private Capital
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$30.3K (-$2.7K)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$30.0K (-$2.7K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$27.7K (-$2.5K)
Filed 2026-10-09
Costello Asset Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$24.3K (-$2.2K)
Filed 2026-10-30
Gen-Wealth Partners Inc
INCREASED
Shares197 from 106
Change+91 (+86%)
Value$23.9K (+$9.9K)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$23.0K (-$2.1K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$20.8K (-$1.9K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares161 from 336
Change-175 (-52%)
Value$19.5K (-$24.9K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares134 from 58
Change+76 (+131%)
Value$16.2K (+$8.6K)
Filed 2026-10-21
Signature Equity Partners, LLC
DECREASED
Shares130 from 990
Change-860 (-87%)
Value$15.8K (-$115.1K)
Filed 2026-10-29
Archer Investment Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$12.7K (-$1.2K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$12.3K (-$1.1K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.1K (-$1.1K)
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.1K (-$1.1K)
Filed 2026-10-28
Barclays PLC
DECREASED
Shares89 from 839
Change-750 (-89%)
Value$10.8K (-$100.1K)
Filed 2026-11-06
Country Trust Bank
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$10.2K (-$921)
Filed 2026-10-30
Financial Freedom, LLC
NEW
Shares76
Change+76
Value$9.2K
Filed 2026-11-06
Nova Financial LLC
NEW
Shares75
Change+75
Value$9.1K
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$8.2K (-$746)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$7.4K (-$665)
Filed 2026-11-02
Rossby Financial, LCC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$7.4K (-$669)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.3K (-$662)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$6.7K (-$605)
Filed 2026-10-21
John Boyer, Inc.
NEW
Shares51
Change+51
Value$6.2K
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$5.9K (-$537)
Filed 2026-11-03
Hickory Point Bank & Trust
NEW
Shares46
Change+46
Value$5.6K
Filed 2026-10-01
Advocate Investing Services LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$5.5K (-$494)
Filed 2026-10-26
Highline Wealth Partners LLC
DECREASED
Shares43 from 47
Change-4 (-9%)
Value$5.2K (-$1.0K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.2K (-$384)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.2K (-$384)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.9K (-$351)
Filed 2026-10-19
Adirondack Trust Co
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.4K (-$307)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.0K (-$274)
Filed 2026-10-20
Guardian Partners Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.0K (-$275)
Filed 2026-10-21
Private Trust Co NA
NEW
Shares23
Change+23
Value$2.8K
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.5K (-$132)
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.5K (-$132)
Filed 2026-11-02
Decker Retirement Planning Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.3K (-$120)
Filed 2026-10-19
Go Invest LLC
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$798 (+$40)
Filed 2026-10-09
First Command Advisory Services, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$606 (-$55)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$364 (-$33)
Filed 2026-10-01
Kings Path Partners LLC
NEW
Shares2
Change+2
Value$243
Filed 2026-10-21
Acumen Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$122 (-$11)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$122 (-$11)
Filed 2026-10-23
Lido Advisors, LLC
CLOSED
Shares0 from 2,324
Change-2,324 (-100%)
Value$0 (-$307.4K)
Filed 2026-11-04
Trek Financial, LLC
CLOSED
Shares0 from 2,039
Change-2,039 (-100%)
Value$0 (-$269.6K)
Filed 2026-10-29
Simon Quick Advisors, LLC
CLOSED
Shares0 from 1,730
Change-1,730 (-100%)
Value$0 (-$228.7K)
Filed 2026-10-26
Post Resch Tallon Group Inc.
CLOSED
Shares0 from 1,625
Change-1,625 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-09
PDS Planning, Inc
CLOSED
Shares0 from 1,601
Change-1,601 (-100%)
Value$0 (-$211.7K)
Filed 2026-11-03
Compass Financial Group, Inc
CLOSED
Shares0 from 1,574
Change-1,574 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-13
True North Advisors, LLC
CLOSED
Shares0 from 1,551
Change-1,551 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 1,529
Change-1,529 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$56.5K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$46.1K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$37.1K)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$29.8K)
Filed 2026-10-28
James T. Borello RIA
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-07
MCF Advisors LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-28
Founders Capital Management
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$132)
Filed 2026-10-06
Bank of America Corp
N/A
Shares— from 766,862
Change-766,862 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 586,606
Change-586,606 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 340,176
Change-340,176 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 252,500
Change-252,500 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 142,567
Change-142,567 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 129,434
Change-129,434 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,614
Change-92,614 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 85,325
Change-85,325 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 74,513
Change-74,513 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,299
Change-66,299 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 64,858
Change-64,858 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 64,574
Change-64,574 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 64,038
Change-64,038 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,270
Change-47,270 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 44,369
Change-44,369 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,662
Change-43,662 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39,632
Change-39,632 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,830
Change-35,830 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 33,586
Change-33,586 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 27,976
Change-27,976 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,568
Change-20,568 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,972
Change-17,972 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,575
Change-17,575 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,178
Change-16,178 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,622
Change-15,622 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,637
Change-13,637 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,943
Change-12,943 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Prudential PLC
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,907
Change-8,907 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 7,292
Change-7,292 (-100%)
Value—
EFG International AG
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 991
Change-991 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 981
Change-981 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 831
Change-831 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 712
Change-712 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 346
Change-346 (-100%)
Value—
FMR LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 237
Change-237 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 210
Change-210 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 200
Change-200 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 180
Change-180 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 119
Change-119 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 119
Change-119 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 48
Change-48 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11
Change-11 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3
Change-3 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED619,013631,279-12,266-2%$83.5M$75.1M-$8.4M2026-11-06
Thryve Wealth Management LLC
DECREASED53,81954,593-774-1%$7.2M$6.5M-$692.7K2026-10-09
Commonwealth Equity Services, LLC
DECREASED53,21264,533-11,321-18%$8.5M$6.5M-$2.1M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED38,9095,498+33,411+608%$726.9K$4.7M+$4.0M2026-10-16
Paller Financial Services Inc
INCREASED37,43233,877+3,555+10%$4.5M$4.5M+$59.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED37,26736,797+470+1%$4.9M$4.5M-$346.0K2026-11-02
BIP Wealth, LLC
INCREASED36,12135,291+830+2%$4.7M$4.4M-$286.5K2026-10-22
Brookstone Capital Management
DECREASED36,08640,162-4,076-10%$5.3M$4.4M-$934.8K2026-10-22
Spire Wealth Management
INCREASED34,34731,988+2,359+7%$4.2M$4.2M-$64.9K2026-10-30
Hartford Financial Management Inc.
DECREASED32,60232,814-212-1%$4.3M$4.0M-$385.7K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED31,95731,049+908+3%$4.1M$3.9M-$230.5K2026-10-16
Truist Financial Corp
INCREASED26,99126,006+985+4%$3.4M$3.3M-$165.9K2026-10-30
Park Avenue Securities LLC
DECREASED21,81522,796-981-4%$3.0M$2.6M-$369.0K2026-10-26
Kestra Advisory Services, LLC
INCREASED17,80616,126+1,680+10%$2.1M$2.2M+$26.8K2026-11-02
Atria Investments, Inc
INCREASED15,77615,302+474+3%$2.0M$1.9M-$110.4K2026-10-15
Bank of New York Mellon Corp
DECREASED15,38115,382-10%$2.0M$1.9M-$168.8K2026-11-05
Cullen T Bankers, Inc.
NEW15,295—+15,295——$1.9M—2026-10-28
Wealth Management Partners, LLC
DECREASED14,60017,541-2,941-17%$2.3M$1.8M-$549.0K2026-10-21
Creative Planning
DECREASED14,44414,623-179-1%$1.9M$1.8M-$182.1K2026-11-02
Strategic Wealth Investment Group, LLC
DECREASED14,14414,615-471-3%$1.9M$1.7M-$217.4K2026-10-29
Crescent Grove Advisors, LLC
DECREASED12,11712,304-187-2%$1.6M$1.5M-$157.6K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED10,42710,263+164+2%$1.3M$1.3M+$4.5K2026-10-13
IFP Advisors, Inc
INCREASED10,1379,654+483+5%$1.3M$1.2M-$47.3K2026-10-16
PFG Advisors
DECREASED9,3379,808-471-5%$1.3M$1.1M-$164.7K2026-10-16
Vise Technologies, Inc.
NEW9,205—+9,205——$1.1M—2026-10-29
Worthington Financial Partners, LLC
INCREASED8,8178,669+148+2%$1.1M$1.1M-$77.2K2026-10-13
Compound Planning, Inc.
INCREASED8,6968,399+297+4%$1.1M$1.1M-$56.1K2026-11-05
MGO One Seven LLC
DECREASED8,3409,067-727-8%$1.2M$1.0M-$187.6K2026-10-28
Arwa LLC
INCREASED7,6415,436+2,205+41%$642.2K$917.7K+$275.6K2026-10-21
StoneX Group Inc.
DECREASED7,56010,684-3,124-29%$1.4M$916.7K-$485.1K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED6,9166,561+355+5%$867.5K$838.6K-$28.9K2026-10-13
Purus Wealth Management, LLC
UNCHANGED6,7736,77300%$895.5K$821.2K-$74.3K2026-10-15
HBW Advisory Services LLC
INCREASED6,7674,977+1,790+36%$658.0K$820.5K+$162.5K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED6,7426,795-53-1%$898.4K$817.5K-$81.0K2026-11-04
Farther Finance Advisors, LLC
DECREASED6,6847,832-1,148-15%$1.0M$810.4K-$225.1K2026-10-08
Level Four Advisory Services, LLC
INCREASED6,4455,931+514+9%$784.2K$781.5K-$2.7K2026-11-06
Mather Group, Llc.
UNCHANGED6,4296,42900%$850.0K$779.5K-$70.5K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED6,0762,557+3,519+138%$338.1K$736.7K+$398.6K2026-11-05
Antonelli Financial Advisors, LLC
INCREASED5,7685,224+544+10%$691.0K$699.0K+$8.0K2026-10-13
US Bancorp \de\
DECREASED5,3515,381-30-1%$711.5K$648.8K-$62.7K2026-11-05
Cambridge Advisors Inc.
INCREASED5,3334,417+916+21%$584.0K$646.7K+$62.6K2026-10-19
Oppenheimer Asset Management Inc.
INCREASED5,3275,283+44+1%$698.5K$645.9K-$52.6K2026-10-27
Hilton Head Capital Partners, LLC
DECREASED5,3205,333-130%$705.1K$645.1K-$60.1K2026-10-23
Savant Capital, LLC
DECREASED5,2245,589-365-7%$738.8K$633.4K-$105.4K2026-11-06
Buck Wealth Strategies, LLC
INCREASED5,0892,530+2,559+101%$334.5K$617.0K+$282.5K2026-10-28
Clearstead Trust, LLC
UNCHANGED5,0845,08400%$672.2K$616.4K-$55.8K2026-11-06
VestGen Advisors, LLC
DECREASED4,8665,159-293-6%$682.1K$590.0K-$92.1K2026-10-27
Hobart Private Capital, LLC
DECREASED4,7044,797-93-2%$634.3K$570.4K-$63.9K2026-10-19
First Heartland Consultants, Inc.
INCREASED3,8123,689+123+3%$487.8K$462.2K-$25.6K2026-10-08
Lauer Wealth, LLC
INCREASED3,7722,662+1,110+42%$325.5K$462.0K+$136.4K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED3,7063,677+29+1%$486.2K$449.3K-$36.8K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED3,6563,767-111-3%$498.0K$443.3K-$54.8K2026-11-05
Chicago Partners Investment Group LLC
INCREASED3,5183,488+30+1%$407.6K$394.1K-$13.5K2026-10-27
Saxon Interests, Inc.
DECREASED3,5113,687-176-5%$487.5K$425.7K-$61.8K2026-10-26
Signaturefd, LLC
INCREASED3,2633,238+25+1%$428.2K$395.7K-$32.5K2026-10-23
CoreCap Advisors, LLC
DECREASED3,0943,167-73-2%$418.7K$375.1K-$43.6K2026-10-08
Wealthcare Advisory Partners LLC
DECREASED3,0893,615-526-15%$478.0K$374.6K-$103.4K2026-10-21
Linscomb Wealth, Inc.
UNCHANGED3,0753,07500%$406.6K$372.8K-$33.7K2026-11-05
Independent Financial Group, LLC
INCREASED3,0192,979+40+1%$393.9K$366.1K-$27.8K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED2,9982,924+74+3%$375.4K$363.5K-$11.9K2026-10-13
Sigma Planning Corp
DECREASED2,9634,186-1,223-29%$553.4K$357.1K-$196.3K2026-10-23
ATX Financial Planning, LLC
DECREASED2,8513,109-258-8%$411.1K$345.7K-$65.4K2026-10-14
Diversified Management Inc
UNCHANGED2,8002,80000%$370.2K$339.5K-$30.7K2026-10-08
Heritage Wealth Management, Inc.
UNCHANGED2,7092,70900%$358.2K$328.5K-$29.7K2026-10-28
Citigroup Inc
INCREASED2,6892,688+1+0%$355.4K$326.0K-$29.4K2026-11-04
Eagle Wealth Strategies LLC
INCREASED2,6612,633+28+1%$348.1K$322.6K-$25.5K2026-10-20
Fifth Third Bancorp
UNCHANGED2,5192,51900%$333.1K$305.4K-$27.6K2026-11-05
Imc-Chicago, LLC
NEW2,463—+2,463——$298.6K—2026-11-05
Belvedere Trading LLC
DECREASED2,3773,374-997-30%$446.1K$288.2K-$157.9K2026-11-05
Gerber, LLC
UNCHANGED2,3372,33700%$309.0K$283.4K-$25.6K2026-10-21
E&G Advisors, LLC
DECREASED2,3222,327-50%$307.7K$281.5K-$26.1K2026-10-13
Allworth Financial LP
INCREASED2,0481,283+765+60%$169.6K$270.7K+$101.1K2026-11-06
Avion Wealth
UNCHANGED2,0002,00000%$264.0K$242.0K-$22.0K2026-11-04
Fairscale Capital, LLC
UNCHANGED1,9991,99900%$264.3K$222.0K-$42.3K2026-11-04
Northbridge Financial Group, LLC
INCREASED1,8831,841+42+2%$243.4K$239.5K-$3.9K2026-11-05
Oppenheimer & Co Inc
DECREASED1,8651,876-11-1%$248.0K$226.1K-$21.9K2026-10-26
Wedbush Securities Inc
NEW1,858—+1,858——$225.0K—2026-10-22
Kingswood Wealth Advisors, LLC
NEW1,824—+1,824——$221.2K—2026-10-23
Claro Advisors Inc.
DECREASED1,8062,148-342-16%$284.1K$219.0K-$65.0K2026-11-02
Simplicity Wealth,LLC
DECREASED1,79727,732-25,935-94%$3.7M$217.8K-$3.4M2026-10-23
Integrity Alliance, Llc.
INCREASED1,7951,643+152+9%$217.2K$217.6K+$4052026-10-29
Fifth Third Securities, Inc.
DECREASED1,79310,978-9,185-84%$1.5M$217.4K-$1.2M2026-10-21
Founders Financial Securities LLC
DECREASED1,7721,880-108-6%$248.6K$214.9K-$33.7K2026-10-28
Chris Bulman Inc
UNCHANGED1,7721,77200%$234.3K$214.9K-$19.4K2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED1,7501,75000%$231.4K$212.2K-$19.2K2026-11-03
Parisi Gray Wealth Management
DECREASED1,7047,423-5,719-77%$981.5K$206.6K-$774.9K2026-10-16
Triumph Capital Management
DECREASED1,6221,749-127-7%$231.3K$196.6K-$34.6K2026-10-14
PNC Financial Services Group, Inc.
DECREASED1,5751,576-10%$208.4K$191.0K-$17.4K2026-11-06
Blue Trust, Inc.
INCREASED1,0761,067+9+1%$141.0K$130.4K-$10.6K2026-10-15
Evolution Wealth Management Inc.
UNCHANGED1,0001,00000%$132.2K$121.3K-$11.0K2026-10-28
Valley National Advisers Inc
INCREASED944903+41+5%$119.4K$114.5K-$4.9K2026-10-23
AlphaCore Capital LLC
INCREASED903350+553+158%$46.3K$109.5K+$63.2K2026-11-04
Powell Investment Advisors, LLC
INCREASED823773+50+6%$102.2K$99.8K-$2.4K2026-10-22
IAG Wealth Partners, LLC
DECREASED752797-45-6%$105.4K$91.2K-$14.2K2026-11-06
Brown, Lisle Ings, Inc.
INCREASED747555+192+35%$73.4K$90.6K+$17.2K2026-10-16
Root Financial Partners, LLC
NEW702—+702——$85.1K—2026-10-21
Russell Investments Group, Ltd.
UNCHANGED69069000%$91.2K$83.7K-$7.6K2026-11-06
Creative Financial Designs Inc
UNCHANGED51851800%$68.5K$62.8K-$5.7K2026-11-04
Montag A & Associates Inc
UNCHANGED48748700%$64.4K$59.0K-$5.3K2026-10-29
Bokf, NA
UNCHANGED45045000%$59.5K$54.6K-$4.9K2026-10-27
Concord Wealth Partners
INCREASED448372+76+20%$49.2K$54.4K+$5.2K2026-11-02
Kingdom Financial Group Llc.
UNCHANGED44544500%$58.9K$54.0K-$4.9K2026-11-04
Financial Perspectives, Inc
UNCHANGED42642600%$56.4K$51.7K-$4.7K2026-11-03
TD Waterhouse Canada Inc.
INCREASED405127+278+219%$16.8K$49.2K+$32.4K2026-10-16
Financial Consulate, Inc
UNCHANGED39539500%$52.2K$47.9K-$4.3K2026-10-23
West Paces Advisors Inc.
UNCHANGED36536500%$48.3K$44.3K-$4.0K2026-10-13
Financial Management Professionals, Inc.
UNCHANGED35235200%$46.6K$42.7K-$3.9K2026-10-23
Key FInancial Inc
UNCHANGED35035000%$46.3K$42.4K-$3.8K2026-11-02
Simplex Trading, LLC
DECREASED3381,911-1,573-82%$252.7K$41.0K-$211.7K2026-11-04
CGC Financial Services, LLC
UNCHANGED28128100%$37.2K$34.1K-$3.1K2026-10-13
Parallel Advisors, LLC
UNCHANGED25525500%$33.7K$30.9K-$2.8K2026-11-03
Strategic Advocates LLC
DECREASED252290-38-13%$38.3K$30.6K-$7.8K2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED25125100%$33.2K$30.4K-$2.8K2026-10-20
CX Institutional
UNCHANGED25025000%$33.0K$30-$33.0K2026-10-02
Rossmore Private Capital
UNCHANGED25025000%$33.1K$30.3K-$2.7K2026-10-27
Barrett & Company, Inc.
UNCHANGED24724700%$32.7K$30.0K-$2.7K2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED22822800%$30.2K$27.7K-$2.5K2026-10-09
Costello Asset Management, Inc
UNCHANGED20020000%$26.4K$24.3K-$2.2K2026-10-30
Gen-Wealth Partners Inc
INCREASED197106+91+86%$14.0K$23.9K+$9.9K2026-11-04
Activest Wealth Management
UNCHANGED19019000%$25.1K$23.0K-$2.1K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED17117100%$22.7K$20.8K-$1.9K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED161336-175-52%$44.4K$19.5K-$24.9K2026-10-30
Assetmark, Inc
INCREASED13458+76+131%$7.7K$16.2K+$8.6K2026-10-21
Signature Equity Partners, LLC
DECREASED130990-860-87%$130.9K$15.8K-$115.1K2026-10-29
Archer Investment Corp
UNCHANGED10510500%$13.9K$12.7K-$1.2K2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED10210200%$13.4K$12.3K-$1.1K2026-11-02
Lanark Financial, Inc.
UNCHANGED10010000%$13.2K$12.1K-$1.1K2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED10010000%$13.2K$12.1K-$1.1K2026-10-28
Barclays PLC
DECREASED89839-750-89%$110.9K$10.8K-$100.1K2026-11-06
Country Trust Bank
UNCHANGED848400%$11.1K$10.2K-$9212026-10-30
Financial Freedom, LLC
NEW76—+76——$9.2K—2026-11-06
Nova Financial LLC
NEW75—+75——$9.1K—2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED686800%$9.0K$8.2K-$7462026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED616100%$8.0K$7.4K-$6652026-11-02
Rossby Financial, LCC
UNCHANGED616100%$8.1K$7.4K-$6692026-11-05
Larson Financial Group LLC
UNCHANGED606000%$8.0K$7.3K-$6622026-11-05
Albion Financial Group
UNCHANGED555500%$7.3K$6.7K-$6052026-10-21
John Boyer, Inc.
NEW51—+51——$6.2K—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED494900%$6.5K$5.9K-$5372026-11-03
Hickory Point Bank & Trust
NEW46—+46——$5.6K—2026-10-01
Advocate Investing Services LLC
UNCHANGED454500%$6.0K$5.5K-$4942026-10-26
Highline Wealth Partners LLC
DECREASED4347-4-9%$6.3K$5.2K-$1.0K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED353500%$4.6K$4.2K-$3842026-10-21
Wolff Wiese Magana LLC
UNCHANGED353500%$4.6K$4.2K-$3842026-10-15
Investment Research & Advisory Group, Inc.
UNCHANGED323200%$4.2K$3.9K-$3512026-10-19
Adirondack Trust Co
UNCHANGED282800%$3.7K$3.4K-$3072026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED252500%$3.3K$3.0K-$2742026-10-20
Guardian Partners Inc.
UNCHANGED252500%$3.3K$3.0K-$2752026-10-21
Private Trust Co NA
NEW23—+23——$2.8K—2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED121200%$1.6K$1.5K-$1322026-10-29
Golden State Wealth Management, LLC
UNCHANGED121200%$1.6K$1.5K-$1322026-11-02
Decker Retirement Planning Inc.
UNCHANGED111100%$1.5K$1.3K-$1202026-10-19
Go Invest LLC
INCREASED76+1+17%$758$798+$402026-10-09
First Command Advisory Services, Inc.
UNCHANGED5500%$661$606-$552026-11-05
Noble Wealth Management PBC
UNCHANGED3300%$397$364-$332026-10-01
Kings Path Partners LLC
NEW2—+2——$243—2026-10-21
Acumen Wealth Advisors, LLC
UNCHANGED1100%$133$122-$112026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$133$122-$112026-10-23
Lido Advisors, LLC
CLOSED02,324-2,324-100%$307.4K$0-$307.4K2026-11-04
Trek Financial, LLC
CLOSED02,039-2,039-100%$269.6K$0-$269.6K2026-10-29
Simon Quick Advisors, LLC
CLOSED01,730-1,730-100%$228.7K$0-$228.7K2026-10-26
Post Resch Tallon Group Inc.
CLOSED01,625-1,625-100%$214.9K$0-$214.9K2026-10-09
PDS Planning, Inc
CLOSED01,601-1,601-100%$211.7K$0-$211.7K2026-11-03
Compass Financial Group, Inc
CLOSED01,574-1,574-100%$208.1K$0-$208.1K2026-10-13
True North Advisors, LLC
CLOSED01,551-1,551-100%$205.1K$0-$205.1K2026-10-22
Valeo Financial Advisors, LLC
CLOSED01,529-1,529-100%$202.1K$0-$202.1K2026-10-08
Beacon Investment Advisory Services, Inc.
CLOSED0427-427-100%$56.5K$0-$56.5K2026-10-13
BankPlus Trust Department
CLOSED0349-349-100%$46.1K$0-$46.1K2026-11-06
AdvisorNet Financial, Inc
CLOSED0280-280-100%$37.1K$0-$37.1K2026-10-15
Cranbrook Wealth Management, LLC
CLOSED0225-225-100%$29.8K$0-$29.8K2026-10-28
James T. Borello RIA
CLOSED082-82-100%$10.8K$0-$10.8K2026-10-16
Wealth Enhancement Trust Services, Inc.
CLOSED068-68-100%$9.0K$0-$9.0K2026-10-07
MCF Advisors LLC
CLOSED057-57-100%$7.5K$0-$7.5K2026-10-28
Founders Capital Management
CLOSED050-50-100%$6.6K$0-$6.6K2026-10-13
Central Pacific Bank - Trust Division
CLOSED01-1-100%$132$0-$1322026-10-06
Bank of America Corp
N/A—766,862-766,862-100%$101.4M———
Morgan Stanley
N/A—586,606-586,606-100%$77.6M———
Wells Fargo & Company
N/A—340,176-340,176-100%$45.0M———
Hancock Prospecting Pty Ltd
N/A—252,500-252,500-100%$33.4M———
Royal Bank of Canada
N/A—142,567-142,567-100%$18.9M———
JPMorgan Chase & Co
N/A—129,434-129,434-100%$16.6M———
Cetera Investment Advisers
N/A—92,614-92,614-100%$12.2M———
Envestnet Asset Management Inc
N/A—85,325-85,325-100%$11.3M———
Private Advisor Group, LLC
N/A—74,513-74,513-100%$9.9M———
Susquehanna International Group, LLP
N/A—66,299-66,299-100%$8.8M———
Raymond James Financial Inc
N/A—64,858-64,858-100%$8.6M———
Wealthfront Advisers LLC
N/A—64,574-64,574-100%$8.5M———
MML Investors Services, LLC
N/A—64,038-64,038-100%$8.5M———
Osaic Holdings, Inc.
N/A—47,270-47,270-100%$6.3M———
Aspire Capital Advisors LLC
N/A—44,369-44,369-100%$5.9M———
UBS Group AG
N/A—43,662-43,662-100%$5.8M———
Citadel Advisors LLC
N/A—39,632-39,632-100%$5.2M———
Northwestern Mutual Wealth Management Co
N/A—35,830-35,830-100%$4.7M———
Tower Research Capital LLC (TRC)
N/A—33,586-33,586-100%$4.4M———
HRT Financial LP
N/A—27,976-27,976-100%$3.7M———
Stifel Financial Corp
N/A—20,568-20,568-100%$2.7M———
Sanctuary Advisors, LLC
N/A—17,972-17,972-100%$2.4M———
NewEdge Advisors, LLC
N/A—17,575-17,575-100%$2.3M———
HighTower Advisors, LLC
N/A—16,178-16,178-100%$2.1M———
Mariner, LLC
N/A—15,622-15,622-100%$2.1M———
Moneta Group Investment Advisors LLC
N/A—13,637-13,637-100%$1.8M———
Kovack Advisors, Inc.
N/A—12,943-12,943-100%$1.7M———
AlTi Global, Inc.
N/A—12,192-12,192-100%$1.6M———
Mercer Global Advisors Inc
N/A—10,068-10,068-100%$1.3M———
Prudential PLC
N/A—9,880-9,880-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—8,907-8,907-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—8,874-8,874-100%$1.2M———
Johnson Investment Counsel Inc
N/A—7,914-7,914-100%$1.0M———
Envestnet Portfolio Solutions, Inc.
N/A—7,453-7,453-100%$985.4K———
Turner Financial Group, Inc.
N/A—7,292-7,292-100%$964.1K———
EFG International AG
N/A—6,968-6,968-100%$921.3K———
Renaissance Technologies LLC
N/A—6,500-6,500-100%$859.4K———
Cresset Asset Management, LLC
N/A—6,403-6,403-100%$846.6K———
Jaffetilchin Investment Partners, LLC
N/A—6,349-6,349-100%$839.5K———
Janney Montgomery Scott LLC
N/A—6,320-6,320-100%$836.0K———
Western Wealth Management, LLC
N/A—5,964-5,964-100%$788.6K———
Navis Wealth Advisors, LLC
N/A—5,432-5,432-100%$718.2K———
Captrust Financial Advisors
N/A—5,398-5,398-100%$713.8K———
Tacita Capital Inc
N/A—5,355-5,355-100%$708.0K———
Ausdal Financial Partners, Inc.
N/A—5,111-5,111-100%$675.8K———
Seeds Investor LLC
N/A—5,090-5,090-100%$672.9K———
Steward Partners Investment Advisory, LLC
N/A—5,019-5,019-100%$663.7K———
Arax Advisory Partners
N/A—4,948-4,948-100%$654.2K———
Focus Partners Wealth
N/A—4,737-4,737-100%$626.4K———
One Capital Management, LLC
N/A—4,685-4,685-100%$526.8K———
Equitable Holdings, Inc.
N/A—4,606-4,606-100%$609.1K———
Compass Capital Corp
N/A—4,538-4,538-100%$584.1K———
Snowden Capital Advisors LLC
N/A—4,391-4,391-100%$580.5K———
Belpointe Asset Management LLC
N/A—4,189-4,189-100%$553.9K———
Reyl & Cie S.A.
N/A—4,060-4,060-100%$458.2K———
Stratos Wealth Partners, Ltd.
N/A—3,979-3,979-100%$526.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,936-3,936-100%$520.4K———
Integrated Wealth Concepts LLC
N/A—3,794-3,794-100%$501.6K———
Gladstone Institutional Advisory LLC
N/A—3,641-3,641-100%$481.4K———
Venturi Wealth Management, LLC
N/A—3,557-3,557-100%$470.3K———
Copia Wealth Management
N/A—3,346-3,346-100%$442.4K———
PFG Investments, LLC
N/A—3,228-3,228-100%$426.8K———
Scotia Capital Inc.
N/A—3,150-3,150-100%$416.5K———
GTS Securities LLC
N/A—3,057-3,057-100%$404.2K———
Garden State Investment Advisory Services LLC
N/A—2,926-2,926-100%$386.9K———
CIBC World Market Inc.
N/A—2,810-2,810-100%$371.5K———
Essex Financial Services, Inc.
N/A—2,713-2,713-100%$358.8K———
Keating Financial Advisory Services, Inc.
N/A—2,703-2,703-100%$357.4K———
Geneos Wealth Management Inc.
N/A—2,702-2,702-100%$357.3K———
Insigneo Advisory Services, LLC
N/A—2,638-2,638-100%$348.8K———
HighPoint Advisor Group LLC
N/A—2,520-2,520-100%$333.2K———
MAI Capital Management
N/A—2,491-2,491-100%$329.4K———
Pathstone Holdings, LLC
N/A—2,485-2,485-100%$328.6K———
Advisory Services Network, LLC
N/A—2,399-2,399-100%$317.3K———
Prospect Financial Services LLC
N/A—2,295-2,295-100%$303.4K———
Tudor Investment Corp ET AL
N/A—2,283-2,283-100%$301.9K———
Franklin Resources Inc
N/A—2,200-2,200-100%$290.9K———
JTC Employer Solutions Trustee Ltd
N/A—2,165-2,165-100%$286.0K———
Owen LaRue, LLC
N/A—2,165-2,165-100%$286.3K———
World Investment Advisors
N/A—2,165-2,165-100%$245.0K———
Arkadios Wealth Advisors
N/A—2,127-2,127-100%$281.2K———
AQR Capital Management LLC
N/A—2,126-2,126-100%$281.1K———
Financial Engines Advisors L.L.C.
N/A—2,125-2,125-100%$281.0K———
Bridgewealth Advisory Group, LLC
N/A—2,040-2,040-100%$269.7K———
Wealthspire Advisors, LLC
N/A—2,032-2,032-100%$268.7K———
Centaurus Financial, Inc.
N/A—2,006-2,006-100%$265.0K———
Glenmede Trust Co NA
N/A—1,950-1,950-100%$257.8K———
Pgim Custom Harvest LLC
N/A—1,944-1,944-100%$257.0K———
Southeast Asset Advisors, LLC
N/A—1,915-1,915-100%$253.2K———
Two Sigma Securities, LLC
N/A—1,706-1,706-100%$225.6K———
Medallion Wealth Advisors, LLC
N/A—1,689-1,689-100%$223.4K———
Waterloo Capital, L.P.
N/A—1,686-1,686-100%$222.9K———
Lbmc Investment Advisors, LLC
N/A—1,685-1,685-100%$222.8K———
Integrated Investment Consultants, LLC
N/A—1,680-1,680-100%$222.1K———
Barnes Wealth Management Group, Inc
N/A—1,677-1,677-100%$221.8K———
Oxford Financial Group, Ltd. LLC
N/A—1,539-1,539-100%$203.5K———
Global Retirement Partners, LLC
N/A—1,525-1,525-100%$201.6K———
AE Wealth Management LLC
N/A—1,430-1,430-100%$189.1K———
National Bank of Canada
N/A—1,123-1,123-100%$148.5K———
IFG Advisory, LLC
N/A—1,001-1,001-100%$132.4K———
Harbour Investments, Inc.
N/A—991-991-100%$131.0K———
Bank of Montreal
N/A—981-981-100%$129.7K———
Marshall Investment Management, LLC
N/A—893-893-100%$118.1K———
Federation des caisses Desjardins du Quebec
N/A—831-831-100%$109.8K———
Group One Trading LLC
N/A—772-772-100%$102.1K———
Fiduciary Financial Advisors
N/A—712-712-100%$94.2K———
FWL Investment Management, LLC
N/A—567-567-100%$75.0K———
Ameriflex Group, Inc.
N/A—510-510-100%$67.4K———
Aberdeen Wealth Management LLC
N/A—496-496-100%$65.6K———
Smartleaf Asset Management LLC
N/A—437-437-100%$56.1K———
Kilter Group LLC
N/A—397-397-100%$52.5K———
Kerr Financial Planning Corp
N/A—346-346-100%$45.7K———
FMR LLC
N/A—337-337-100%$44.6K———
SOA Wealth Advisors, Llc.
N/A—244-244-100%$32.3K———
Huntington National Bank
N/A—237-237-100%$31.3K———
Crews Bank & Trust
N/A—210-210-100%$27.8K———
Continuum Advisory, LLC
N/A—200-200-100%$26.4K———
Glassman Wealth Services
N/A—200-200-100%$26.4K———
Jones Financial Companies Lllp
N/A—180-180-100%$22.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—125-125-100%$16.5K———
Ancora Advisors LLCA
N/A—119-119-100%$15.7K———
Roble, Belko & Company, Inc
N/A—119-119-100%$16———
BFC Planning, Inc.
N/A—115-115-100%$15.2K———
Glen Eagle Advisors, LLC
N/A—90-90-100%$11.9K———
Family Manage LLC
N/A—77-77-100%$10.2K———
Darwin Wealth Management, LLC
N/A—71-71-100%$9.4K———
Mpwm Advisory Solutions, LLC
N/A—60-60-100%$7.9K———
Aptus Capital Advisors, LLC
N/A—51-51-100%$6.7K———
Atlantic Union Bankshares Corp
N/A—48-48-100%$6.4K———
Brown Brothers Harriman & Co
N/A—40-40-100%$5.3K———
UBS Asset Management Americas LLC
N/A—22-22-100%$2.9K———
Vision Retirement, LLC
N/A—20-20-100%$2.6K———
Strategic Wealth Partners, Ltd.
N/A—12-12-100%$1.6K———
Bessemer Group Inc
N/A—12-12-100%$2———
Steigerwald, Gordon & Koch Inc.
N/A—12-12-100%$1.6K———
BNP Paribas Financial Markets
N/A—11-11-100%$1.5K———
Rothschild Investment LLC
N/A—10-10-100%$1.3K———
Financial Gravity Companies, Inc.
N/A—10-10-100%$1.3K———
Harborfront Financial Group LLC
N/A—4-4-100%$530———
Financial Life Planners
N/A—3-3-100%$405———
Strive Financial Group,LLC
N/A—1-1-100%$133———
Godfrey Financial Associates, Inc.
N/A—1-1-100%$132———
Fourth Dimension Wealth, LLC
N/A—1-1-100%$132———
Showing 318 of 318 institutions