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ARK Next Generation Internet (ARKW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Exchange Traded Concepts, LLC
INCREASED
Shares304,187 from 200,246
Change+103,941 (+52%)
Value$48.7M (+$19.7M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares235,496 from 225,537
Change+9,959 (+4%)
Value$37.7M (+$5.0M)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares102,317 from 119,091
Change-16,774 (-14%)
Value$16.4M (-$866.5K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares66,205 from 39,979
Change+26,226 (+66%)
Value$10.6M (+$4.8M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares57,351 from 59,352
Change-2,001 (-3%)
Value$9.2M (+$586.4K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED
Shares54,648 from 55,394
Change-746 (-1%)
Value$8.8M (+$727.0K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
DECREASED
Shares33,938 from 34,738
Change-800 (-2%)
Value$5.4M (+$402.7K)
Filed 2026-10-21
Wealth Management Partners, LLC
DECREASED
Shares31,253 from 34,454
Change-3,201 (-9%)
Value$5.0M (+$13.8K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares22,253 from 16,233
Change+6,020 (+37%)
Value$3.6M (+$1.2M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,170 from 20,797
Change+373 (+2%)
Value$3.4M (+$377.0K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares20,978 from 22,556
Change-1,578 (-7%)
Value$3.4M (+$92.0K)
Filed 2026-10-22
Financial Guidance Group, Inc.
DECREASED
Shares19,338 from 19,812
Change-474 (-2%)
Value$3.1M (+$226.9K)
Filed 2026-10-21
Victory Financial Group, LLC
DECREASED
Shares17,382 from 22,188
Change-4,806 (-22%)
Value$2.8M (-$430.5K)
Filed 2026-10-27
Purus Wealth Management, LLC
DECREASED
Shares12,133 from 12,182
Change-49 (0%)
Value$1.9M (+$178.3K)
Filed 2026-10-15
Sterling Investment Counsel, LLC
INCREASED
Shares11,604 from 11,380
Change+224 (+2%)
Value$1.9M (+$209.8K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,239 from 9,397
Change+1,842 (+20%)
Value$1.8M (+$438.6K)
Filed 2026-11-03
Phoenix Wealth Advisors
DECREASED
Shares10,586 from 10,720
Change-134 (-1%)
Value$1.7M (+$142.3K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares10,365 from 10,101
Change+264 (+3%)
Value$1.7M (+$196.6K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares9,332 from 9,474
Change-142 (-1%)
Value$1.5M (+$122.0K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares9,164 from 10,187
Change-1,023 (-10%)
Value$1.5M (-$8.2K)
Filed 2026-10-27
LAM Group, Inc.
INCREASED
Shares7,040 from 6,560
Change+480 (+7%)
Value$1.1M (+$177.1K)
Filed 2026-10-26
Manske Wealth Management
UNCHANGED
Shares5,549 from 5,549
Change0 (0%)
Value$888.6K (+$84.8K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,177 from 4,342
Change+835 (+19%)
Value$849.4K (+$204.9K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares5,103 from 4,509
Change+594 (+13%)
Value$817.3K (+$164.0K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
DECREASED
Shares5,084 from 5,097
Change-13 (0%)
Value$814.2K (+$75.8K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares4,957 from 4,663
Change+294 (+6%)
Value$784.4K (+$106.1K)
Filed 2026-11-03
Intrua Financial, LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$744.7K (+$71.1K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares4,585 from 4,612
Change-27 (-1%)
Value$734.3K (+$66.2K)
Filed 2026-11-04
Clearstead Trust, LLC
UNCHANGED
Shares4,016 from 4,016
Change0 (0%)
Value$643.2K (+$61.4K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares3,924 from 3,384
Change+540 (+16%)
Value$568.4K (+$78.2K)
Filed 2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares3,901 from 3,901
Change0 (0%)
Value$624.7K (+$59.6K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares3,869 from 4,323
Change-454 (-10%)
Value$619.6K (-$6.6K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
INCREASED
Shares3,810 from 3,718
Change+92 (+2%)
Value$610.2K (+$71.6K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares3,779 from 3,859
Change-80 (-2%)
Value$605.2K (+$46.1K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
UNCHANGED
Shares3,345 from 3,345
Change0 (0%)
Value$535.7K (+$51.1K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares3,329 from 3,306
Change+23 (+1%)
Value$533.1K (+$54.2K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares3,128 from 2,516
Change+612 (+24%)
Value$500.9K (+$136.4K)
Filed 2026-10-16
Waldron Private Wealth LLC
UNCHANGED
Shares2,578 from 2,578
Change0 (0%)
Value$412.8K (+$39.4K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares2,491 from 2,392
Change+99 (+4%)
Value$398.8K (+$52.3K)
Filed 2026-10-16
Nations Financial Group Inc,
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$393.1K (+$37.5K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares2,155 from 6,319
Change-4,164 (-66%)
Value$359.3K (-$556.1K)
Filed 2026-10-23
Fairscale Capital, LLC
DECREASED
Shares2,042 from 2,055
Change-13 (-1%)
Value$300.2K (+$2.5K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares2,038 from 1,917
Change+121 (+6%)
Value$326.3K (+$48.7K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$320.3K (+$30.6K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
NEW
Shares1,912
Change+1,912
Value$306.2K
Filed 2026-10-23
Eagle Wealth Strategies LLC
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$304.9K (+$29.1K)
Filed 2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares1,856
Change+1,856
Value$297.3K
Filed 2026-10-15
Quantum Financial Partners LLC
DECREASED
Shares1,810 from 1,975
Change-165 (-8%)
Value$289.9K (+$3.8K)
Filed 2026-10-19
Certified Advisory Corp
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$268.4K (+$25.6K)
Filed 2026-10-29
W Advisors, LLC
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$265.5K (+$25.3K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares1,652 from 1,649
Change+3 (+0%)
Value$264.6K (+$25.7K)
Filed 2026-10-13
Ignite Planners, LLC
DECREASED
Shares1,438 from 1,495
Change-57 (-4%)
Value$230.2K (+$13.7K)
Filed 2026-10-14
Capital Investment Advisors, LLC
NEW
Shares1,353
Change+1,353
Value$216.6K
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
NEW
Shares1,325
Change+1,325
Value$212.2K
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares1,301 from 1,404
Change-103 (-7%)
Value$208.3K (+$5.0K)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$173.9K (+$16.6K)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$156.1K (+$14.9K)
Filed 2026-11-02
Mosley Wealth Management
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$156.6K (+$16.5K)
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares955 from 1,048
Change-93 (-9%)
Value$153.0K (+$1.1K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$133.3K (+$12.7K)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$123.3K (+$11.8K)
Filed 2026-11-02
UMB Bank, n.a.
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$95.0K (+$9.1K)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares503 from 686
Change-183 (-27%)
Value$80.6K (-$18.8K)
Filed 2026-10-08
Financial Consulate, Inc
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$74.6K (+$7.1K)
Filed 2026-10-23
Russell Investments Group, Ltd.
INCREASED
Shares443 from 329
Change+114 (+35%)
Value$70.9K (+$23.3K)
Filed 2026-11-06
Financial Management Professionals, Inc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$68.8K (+$6.6K)
Filed 2026-10-23
IAG Wealth Partners, LLC
DECREASED
Shares410 from 445
Change-35 (-8%)
Value$65.7K (+$1.2K)
Filed 2026-11-06
Barclays PLC
NEW
Shares382
Change+382
Value$61.2K
Filed 2026-11-06
Transce3nd, LLC
NEW
Shares366
Change+366
Value$58.8K
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$54.6K (+$5.2K)
Filed 2026-10-27
AlphaCore Capital LLC
NEW
Shares319
Change+319
Value$51.1K
Filed 2026-11-04
Breakwater Investment Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$48.0K (+$4.6K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$48.0K (+$4.6K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$40.2K (+$3.8K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares216 from 246
Change-30 (-12%)
Value$34.7K (-$941)
Filed 2026-10-16
Montag A & Associates Inc
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$30.3K (+$2.9K)
Filed 2026-10-29
Rossby Financial, LCC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$22.7K (+$2.2K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares141
Change+141
Value$22.6K
Filed 2026-11-05
Private Wealth Management Group, LLC
NEW
Shares140
Change+140
Value$22.4K
Filed 2026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$20.7K (+$2.0K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED
Shares118 from 122
Change-4 (-3%)
Value$18.9K (+$1.2K)
Filed 2026-10-27
Hartford Financial Management Inc.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$16.6K (+$1.6K)
Filed 2026-10-21
Nemes Rush Group LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$16.5K (+$1.6K)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$16.2K (+$1.5K)
Filed 2026-10-02
Private Trust Co NA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.0K (+$1.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares95 from 544
Change-449 (-83%)
Value$15.2K (-$63.6K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares92 from 47
Change+45 (+96%)
Value$14.7K (+$7.9K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares91
Change+91
Value$14.5K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares90
Change+90
Value$14.4K
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$13.9K (+$1.3K)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$13.5K (+$1.3K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares80 from 180
Change-100 (-56%)
Value$12.8K (-$13.3K)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares78 from 109
Change-31 (-28%)
Value$12.5K (-$3.3K)
Filed 2026-10-21
Community Financial Services Group, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$11.2K (+$983)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares69 from 23,219
Change-23,150 (-100%)
Value$11.1K (-$3.4M)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$10.2K (+$975)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$9.3K (+$887)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$8.3K (+$794)
Filed 2026-10-19
Global Trust Asset Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.0K (+$764)
Filed 2026-10-19
Asset Dedication, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$7.2K (+$688)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.4K (+$612)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$5.9K (+$562)
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares33
Change+33
Value$5.3K
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.3K (+$505)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares32
Change+32
Value$5.1K
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares25 from 50
Change-25 (-50%)
Value$4.0K (-$3.2K)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.0K (+$382)
Filed 2026-10-14
Concord Wealth Partners
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.4K (+$321)
Filed 2026-11-02
Madden Securities Corp
NEW
Shares20
Change+20
Value$3.2K
Filed 2026-10-27
Cdkv Holdings LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.5K (+$241)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.3K (+$200)
Filed 2026-10-09
Arlington Trust Co LLC
NEW
Shares10
Change+10
Value$1.6K
Filed 2026-10-20
Birch Financial Group, LLC
NEW
Shares10
Change+10
Value$1.6K
Filed 2026-10-27
RMG Wealth Management LLC
DECREASED
Shares10 from 50
Change-40 (-80%)
Value$1.6K (-$6.0K)
Filed 2026-10-26
Decker Retirement Planning Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$152)
Filed 2026-10-19
City State Bank
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$152)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$152)
Filed 2026-11-02
Kelleher Financial Advisors
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (+$106)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (+$107)
Filed 2026-11-02
Go Invest LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$836 (+$179)
Filed 2026-10-09
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$701
Filed 2026-10-15
Biltmore Family Office, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$320 (+$30)
Filed 2026-11-03
Prospera Financial Services Inc
CLOSED
Shares0 from 1,775
Change-1,775 (-100%)
Value$0 (-$257.2K)
Filed 2026-11-04
Lido Advisors, LLC
CLOSED
Shares0 from 1,567
Change-1,567 (-100%)
Value$0 (-$227.0K)
Filed 2026-11-04
NWF Advisory Services Inc.
CLOSED
Shares0 from 1,529
Change-1,529 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-19
Simplex Trading, LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$17.1K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-28
Activest Wealth Management
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$290)
Filed 2026-10-06
Foundations Investment Advisors, LLC
N/A
Shares— from 731,008
Change-731,008 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 461,090
Change-461,090 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 245,701
Change-245,701 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 200,246
Change-200,246 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 172,435
Change-172,435 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 96,392
Change-96,392 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 86,068
Change-86,068 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 77,754
Change-77,754 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,931
Change-63,931 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 52,606
Change-52,606 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 47,393
Change-47,393 (-100%)
Value—
Prudential PLC
N/A
Shares— from 39,150
Change-39,150 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,274
Change-34,274 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,070
Change-34,070 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,595
Change-31,595 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 25,835
Change-25,835 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,528
Change-22,528 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 20,413
Change-20,413 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 20,206
Change-20,206 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,961
Change-19,961 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,377
Change-19,377 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 18,901
Change-18,901 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 15,857
Change-15,857 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,836
Change-15,836 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,563
Change-14,563 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 12,808
Change-12,808 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11,176
Change-11,176 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 10,118
Change-10,118 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9,761
Change-9,761 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,884
Change-5,884 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 822
Change-822 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 694
Change-694 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 458
Change-458 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 426
Change-426 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 400
Change-400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 300
Change-300 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 280
Change-280 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 215
Change-215 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 189
Change-189 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 136
Change-136 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 135
Change-135 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 123
Change-123 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 121
Change-121 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 113
Change-113 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 81
Change-81 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 38
Change-38 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 35
Change-35 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3
Change-3 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Exchange Traded Concepts, LLC
INCREASED304,187200,246+103,941+52%$29.0M$48.7M+$19.7M2026-10-28
LPL Financial LLC
INCREASED235,496225,537+9,959+4%$32.7M$37.7M+$5.0M2026-11-06
Kestra Advisory Services, LLC
DECREASED102,317119,091-16,774-14%$17.3M$16.4M-$866.5K2026-11-02
AdvisorNet Financial, Inc
INCREASED66,20539,979+26,226+66%$5.8M$10.6M+$4.8M2026-10-15
Commonwealth Equity Services, LLC
DECREASED57,35159,352-2,001-3%$8.6M$9.2M+$586.4K2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED54,64855,394-746-1%$8.0M$8.8M+$727.0K2026-10-20
Crescent Grove Advisors, LLC
DECREASED33,93834,738-800-2%$5.0M$5.4M+$402.7K2026-10-21
Wealth Management Partners, LLC
DECREASED31,25334,454-3,201-9%$5.0M$5.0M+$13.8K2026-10-21
Park Avenue Securities LLC
INCREASED22,25316,233+6,020+37%$2.4M$3.6M+$1.2M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED21,17020,797+373+2%$3.0M$3.4M+$377.0K2026-11-02
Brookstone Capital Management
DECREASED20,97822,556-1,578-7%$3.3M$3.4M+$92.0K2026-10-22
Financial Guidance Group, Inc.
DECREASED19,33819,812-474-2%$2.9M$3.1M+$226.9K2026-10-21
Victory Financial Group, LLC
DECREASED17,38222,188-4,806-22%$3.2M$2.8M-$430.5K2026-10-27
Purus Wealth Management, LLC
DECREASED12,13312,182-490%$1.8M$1.9M+$178.3K2026-10-15
Sterling Investment Counsel, LLC
INCREASED11,60411,380+224+2%$1.6M$1.9M+$209.8K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED11,2399,397+1,842+20%$1.4M$1.8M+$438.6K2026-11-03
Phoenix Wealth Advisors
DECREASED10,58610,720-134-1%$1.6M$1.7M+$142.3K2026-11-03
Atria Investments, Inc
INCREASED10,36510,101+264+3%$1.5M$1.7M+$196.6K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED9,3329,474-142-1%$1.4M$1.5M+$122.0K2026-11-06
VestGen Advisors, LLC
DECREASED9,16410,187-1,023-10%$1.5M$1.5M-$8.2K2026-10-27
LAM Group, Inc.
INCREASED7,0406,560+480+7%$950.3K$1.1M+$177.1K2026-10-26
Manske Wealth Management
UNCHANGED5,5495,54900%$803.8K$888.6K+$84.8K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED5,1774,342+835+19%$644.5K$849.4K+$204.9K2026-10-13
Integrity Alliance, Llc.
INCREASED5,1034,509+594+13%$653.3K$817.3K+$164.0K2026-10-29
Hilton Head Capital Partners, LLC
DECREASED5,0845,097-130%$738.4K$814.2K+$75.8K2026-10-23
StoneX Group Inc.
INCREASED4,9574,663+294+6%$678.3K$784.4K+$106.1K2026-11-03
Intrua Financial, LLC
UNCHANGED4,6504,65000%$673.6K$744.7K+$71.1K2026-10-28
Cornerstone Wealth Management, LLC
DECREASED4,5854,612-27-1%$668.1K$734.3K+$66.2K2026-11-04
Clearstead Trust, LLC
UNCHANGED4,0164,01600%$581.8K$643.2K+$61.4K2026-11-06
Allworth Financial LP
INCREASED3,9243,384+540+16%$490.2K$568.4K+$78.2K2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED3,9013,90100%$565.1K$624.7K+$59.6K2026-10-28
Truist Financial Corp
DECREASED3,8694,323-454-10%$626.3K$619.6K-$6.6K2026-10-30
Provenance Wealth Advisors, LLC
INCREASED3,8103,718+92+2%$538.6K$610.2K+$71.6K2026-10-30
Creative Planning
DECREASED3,7793,859-80-2%$559.1K$605.2K+$46.1K2026-11-02
Clear Harbor Asset Management, LLC
UNCHANGED3,3453,34500%$484.6K$535.7K+$51.1K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED3,3293,306+23+1%$478.9K$533.1K+$54.2K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED3,1282,516+612+24%$364.4K$500.9K+$136.4K2026-10-16
Waldron Private Wealth LLC
UNCHANGED2,5782,57800%$373.4K$412.8K+$39.4K2026-11-02
PFG Advisors
INCREASED2,4912,392+99+4%$346.5K$398.8K+$52.3K2026-10-16
Nations Financial Group Inc,
UNCHANGED2,4552,45500%$355.6K$393.1K+$37.5K2026-11-05
Sigma Planning Corp
DECREASED2,1556,319-4,164-66%$915.3K$359.3K-$556.1K2026-10-23
Fairscale Capital, LLC
DECREASED2,0422,055-13-1%$297.7K$300.2K+$2.5K2026-11-04
Independent Financial Group, LLC
INCREASED2,0381,917+121+6%$277.6K$326.3K+$48.7K2026-10-13
Kuhn & Co Investment Counsel
UNCHANGED2,0002,00000%$289.7K$320.3K+$30.6K2026-10-29
Kingswood Wealth Advisors, LLC
NEW1,912—+1,912——$306.2K—2026-10-23
Eagle Wealth Strategies LLC
UNCHANGED1,9041,90400%$275.8K$304.9K+$29.1K2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
NEW1,856—+1,856——$297.3K—2026-10-15
Quantum Financial Partners LLC
DECREASED1,8101,975-165-8%$286.1K$289.9K+$3.8K2026-10-19
Certified Advisory Corp
UNCHANGED1,6761,67600%$242.8K$268.4K+$25.6K2026-10-29
W Advisors, LLC
UNCHANGED1,6581,65800%$240.2K$265.5K+$25.3K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED1,6521,649+3+0%$238.8K$264.6K+$25.7K2026-10-13
Ignite Planners, LLC
DECREASED1,4381,495-57-4%$216.5K$230.2K+$13.7K2026-10-14
Capital Investment Advisors, LLC
NEW1,353—+1,353——$216.6K—2026-10-22
Mesirow Financial Investment Management, Inc.
NEW1,325—+1,325——$212.2K—2026-11-05
Quadcap Wealth Management, LLC
DECREASED1,3011,404-103-7%$203.4K$208.3K+$5.0K2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,0861,08600%$157.3K$173.9K+$16.6K2026-10-23
Westside Investment Management, Inc.
UNCHANGED97597500%$141.2K$156.1K+$14.9K2026-11-02
Mosley Wealth Management
UNCHANGED96796700%$140.0K$156.6K+$16.5K2026-10-16
Financial Perspectives, Inc
DECREASED9551,048-93-9%$151.8K$153.0K+$1.1K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED83283200%$120.6K$133.3K+$12.7K2026-10-28
Golden State Wealth Management, LLC
UNCHANGED77077000%$111.5K$123.3K+$11.8K2026-11-02
UMB Bank, n.a.
UNCHANGED59359300%$85.9K$95.0K+$9.1K2026-11-06
CoreCap Advisors, LLC
DECREASED503686-183-27%$99.4K$80.6K-$18.8K2026-10-08
Financial Consulate, Inc
UNCHANGED46646600%$67.5K$74.6K+$7.1K2026-10-23
Russell Investments Group, Ltd.
INCREASED443329+114+35%$47.7K$70.9K+$23.3K2026-11-06
Financial Management Professionals, Inc.
UNCHANGED43043000%$62.3K$68.8K+$6.6K2026-10-23
IAG Wealth Partners, LLC
DECREASED410445-35-8%$64.5K$65.7K+$1.2K2026-11-06
Barclays PLC
NEW382—+382——$61.2K—2026-11-06
Transce3nd, LLC
NEW366—+366——$58.8K—2026-10-26
Bokf, NA
UNCHANGED34134100%$49.4K$54.6K+$5.2K2026-10-27
AlphaCore Capital LLC
NEW319—+319——$51.1K—2026-11-04
Breakwater Investment Management
UNCHANGED30030000%$43.5K$48.0K+$4.6K2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED30030000%$43.5K$48.0K+$4.6K2026-10-16
US Bancorp \de\
UNCHANGED25125100%$36.4K$40.2K+$3.8K2026-11-05
TD Waterhouse Canada Inc.
DECREASED216246-30-12%$35.7K$34.7K-$9412026-10-16
Montag A & Associates Inc
UNCHANGED18918900%$27.4K$30.3K+$2.9K2026-10-29
Rossby Financial, LCC
UNCHANGED14214200%$20.6K$22.7K+$2.2K2026-11-05
Jacobi Capital Management LLC
NEW141—+141——$22.6K—2026-11-05
Private Wealth Management Group, LLC
NEW140—+140——$22.4K—2026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED12912900%$18.7K$20.7K+$2.0K2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED118122-4-3%$17.7K$18.9K+$1.2K2026-10-27
Hartford Financial Management Inc.
UNCHANGED10410400%$15.0K$16.6K+$1.6K2026-10-21
Nemes Rush Group LLC
UNCHANGED10310300%$14.9K$16.5K+$1.6K2026-11-04
Versant Capital Management, Inc
UNCHANGED10110100%$14.6K$16.2K+$1.5K2026-10-02
Private Trust Co NA
UNCHANGED10010000%$14.5K$16.0K+$1.5K2026-10-20
Farther Finance Advisors, LLC
DECREASED95544-449-83%$78.8K$15.2K-$63.6K2026-10-08
PNC Financial Services Group, Inc.
INCREASED9247+45+96%$6.8K$14.7K+$7.9K2026-11-06
Root Financial Partners, LLC
NEW91—+91——$14.5K—2026-10-21
Latitude Advisors, LLC
NEW90—+90——$14.4K—2026-10-27
IFP Advisors, Inc
UNCHANGED878700%$12.6K$13.9K+$1.3K2026-10-16
Fifth Third Bancorp
UNCHANGED848400%$12.2K$13.5K+$1.3K2026-11-05
Spire Wealth Management
DECREASED80180-100-56%$26.1K$12.8K-$13.3K2026-10-30
Assetmark, Inc
DECREASED78109-31-28%$15.8K$12.5K-$3.3K2026-10-21
Community Financial Services Group, LLC
UNCHANGED707000%$10.3K$11.2K+$9832026-10-15
Citigroup Inc
DECREASED6923,219-23,150-100%$3.4M$11.1K-$3.4M2026-11-04
Larson Financial Group LLC
UNCHANGED646400%$9.2K$10.2K+$9752026-11-05
Albion Financial Group
UNCHANGED585800%$8.4K$9.3K+$8872026-10-21
Ares Financial Consulting, LLC
UNCHANGED525200%$7.5K$8.3K+$7942026-10-19
Global Trust Asset Management, LLC
UNCHANGED505000%$7.2K$8.0K+$7642026-10-19
Asset Dedication, LLC
UNCHANGED454500%$6.5K$7.2K+$6882026-11-03
Evolution Wealth Management Inc.
UNCHANGED404000%$5.8K$6.4K+$6122026-10-28
Signaturefd, LLC
UNCHANGED373700%$5.3K$5.9K+$5622026-10-23
Mainstream Capital Management LLC
NEW33—+33——$5.3K—2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED333300%$4.8K$5.3K+$5052026-10-30
GK Wealth Management LLC
NEW32—+32——$5.1K—2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED2550-25-50%$7.2K$4.0K-$3.2K2026-10-23
Triumph Capital Management
UNCHANGED252500%$3.6K$4.0K+$3822026-10-14
Concord Wealth Partners
UNCHANGED212100%$3.0K$3.4K+$3212026-11-02
Madden Securities Corp
NEW20—+20——$3.2K—2026-10-27
Cdkv Holdings LLC
UNCHANGED161600%$2.3K$2.5K+$2412026-10-28
Bullock Wealth Management Group
UNCHANGED141400%$2.1K$2.3K+$2002026-10-09
Arlington Trust Co LLC
NEW10—+10——$1.6K—2026-10-20
Birch Financial Group, LLC
NEW10—+10——$1.6K—2026-10-27
RMG Wealth Management LLC
DECREASED1050-40-80%$7.6K$1.6K-$6.0K2026-10-26
Decker Retirement Planning Inc.
UNCHANGED101000%$1.4K$1.6K+$1522026-10-19
City State Bank
UNCHANGED101000%$1.4K$1.6K+$1522026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED101000%$1.4K$1.6K+$1522026-11-02
Kelleher Financial Advisors
UNCHANGED7700%$1.0K$1.1K+$1062026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED7700%$1.0K$1.1K+$1072026-11-02
Go Invest LLC
UNCHANGED5500%$657$836+$1792026-10-09
Blue Trust, Inc.
NEW4—+4——$701—2026-10-15
Biltmore Family Office, LLC
UNCHANGED2200%$290$320+$302026-11-03
Prospera Financial Services Inc
CLOSED01,775-1,775-100%$257.2K$0-$257.2K2026-11-04
Lido Advisors, LLC
CLOSED01,567-1,567-100%$227.0K$0-$227.0K2026-11-04
NWF Advisory Services Inc.
CLOSED01,529-1,529-100%$221.5K$0-$221.5K2026-10-19
Simplex Trading, LLC
CLOSED0118-118-100%$17.1K$0-$17.1K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED050-50-100%$7.2K$0-$7.2K2026-10-26
MCF Advisors LLC
CLOSED036-36-100%$5.2K$0-$5.2K2026-10-28
Activest Wealth Management
CLOSED026-26-100%$3.8K$0-$3.8K2026-10-15
Central Pacific Bank - Trust Division
CLOSED02-2-100%$290$0-$2902026-10-06
Foundations Investment Advisors, LLC
N/A—731,008-731,008-100%$105.9M———
Morgan Stanley
N/A—461,090-461,090-100%$66.8M———
Bank of America Corp
N/A—245,701-245,701-100%$35.6M———
Horizon Investments, LLC
N/A—200,246-200,246-100%$29.0M———
Northwestern Mutual Wealth Management Co
N/A—172,435-172,435-100%$25.0M———
Serenus Wealth Advisors, LLC
N/A—96,392-96,392-100%$96.4K———
Raymond James Financial Inc
N/A—86,068-86,068-100%$12.5M———
Janney Montgomery Scott LLC
N/A—77,754-77,754-100%$11.3M———
Osaic Holdings, Inc.
N/A—63,931-63,931-100%$9.3M———
Cetera Investment Advisers
N/A—52,606-52,606-100%$7.6M———
Envestnet Asset Management Inc
N/A—47,393-47,393-100%$6.9M———
Prudential PLC
N/A—39,150-39,150-100%$5.7M———
Susquehanna International Group, LLP
N/A—34,274-34,274-100%$5.0M———
Private Advisor Group, LLC
N/A—34,070-34,070-100%$4.9M———
HighTower Advisors, LLC
N/A—31,595-31,595-100%$4.6M———
Mutual Advisors, LLC
N/A—25,835-25,835-100%$3.7M———
Royal Bank of Canada
N/A—22,528-22,528-100%$3.3M———
Aptus Capital Advisors, LLC
N/A—20,413-20,413-100%$3.0M———
Wealthfront Advisers LLC
N/A—20,206-20,206-100%$2.9M———
Steward Partners Investment Advisory, LLC
N/A—19,961-19,961-100%$2.9M———
MML Investors Services, LLC
N/A—19,377-19,377-100%$2.8M———
GTS Securities LLC
N/A—18,901-18,901-100%$2.7M———
Geneos Wealth Management Inc.
N/A—15,857-15,857-100%$2.3M———
Stratos Wealth Partners, Ltd.
N/A—15,836-15,836-100%$2.3M———
Mariner, LLC
N/A—14,563-14,563-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—12,996-12,996-100%$1.9M———
Marshall Investment Management, LLC
N/A—12,808-12,808-100%$1.9M———
Keating Financial Advisory Services, Inc.
N/A—11,176-11,176-100%$1.6M———
Copia Wealth Management
N/A—10,118-10,118-100%$1.5M———
Qube Research & Technologies Ltd
N/A—9,761-9,761-100%$1.4M———
One Capital Management, LLC
N/A—9,063-9,063-100%$1.1M———
D. E. Shaw & Co., Inc.
N/A—8,188-8,188-100%$1.2M———
17 Capital Partners, LLC
N/A—7,910-7,910-100%$1.1M———
Vienna Asset Management LLC
N/A—7,896-7,896-100%$1.1M———
Betterment LLC
N/A—6,788-6,788-100%$983.0K———
AQR Capital Management LLC
N/A—6,572-6,572-100%$952.0K———
Pacific SUN Financial Corp
N/A—5,892-5,892-100%$853.5K———
Goldman Sachs Group Inc
N/A—5,884-5,884-100%$852.4K———
Osbon Capital Management LLC
N/A—5,877-5,877-100%$851.4K———
Western Wealth Management, LLC
N/A—5,729-5,729-100%$829.9K———
Two Sigma Investments, LP
N/A—5,627-5,627-100%$815.1K———
EMC Capital Management
N/A—4,880-4,880-100%$712.0K———
Stifel Financial Corp
N/A—4,695-4,695-100%$680.1K———
Belpointe Asset Management LLC
N/A—4,666-4,666-100%$676.0K———
Two Sigma Securities, LLC
N/A—4,181-4,181-100%$605.7K———
Nwam LLC
N/A—4,168-4,168-100%$603.8K———
NewEdge Advisors, LLC
N/A—3,872-3,872-100%$560.8K———
Mercer Global Advisors Inc
N/A—3,860-3,860-100%$559.2K———
Advyzon Investment Management, LLC
N/A—3,823-3,823-100%$553.8K———
Pathstone Holdings, LLC
N/A—3,717-3,717-100%$538.4K———
Stephens Inc
N/A—3,000-3,000-100%$434.6K———
Equitable Holdings, Inc.
N/A—2,953-2,953-100%$427.8K———
Focus Partners Wealth
N/A—2,858-2,858-100%$414.2K———
Captrust Financial Advisors
N/A—2,812-2,812-100%$407.4K———
Reyl & Cie S.A.
N/A—2,755-2,755-100%$333.5K———
Medallion Wealth Advisors, LLC
N/A—2,684-2,684-100%$388.8K———
HRT Financial LP
N/A—2,649-2,649-100%$383.0K———
PFG Investments, LLC
N/A—2,603-2,603-100%$377.1K———
Kovack Advisors, Inc.
N/A—2,569-2,569-100%$373.8K———
World Investment Advisors
N/A—2,422-2,422-100%$293.2K———
White Knight Strategic Wealth Advisors, LLC
N/A—2,415-2,415-100%$349.8K———
Rockefeller Capital Management L.P.
N/A—2,414-2,414-100%$349.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,204-2,204-100%$319.3K———
Gladstone Institutional Advisory LLC
N/A—2,188-2,188-100%$316.9K———
Fortis Capital Advisors, LLC
N/A—2,144-2,144-100%$310.6K———
Scotia Capital Inc.
N/A—2,062-2,062-100%$298.7K———
Bradley Foster & Sargent Inc
N/A—2,058-2,058-100%$298.2K———
UBS Group AG
N/A—2,052-2,052-100%$297.3K———
Advisory Services Network, LLC
N/A—2,025-2,025-100%$293.4K———
Savvy Advisors, Inc.
N/A—1,887-1,887-100%$273.4K———
Ausdal Financial Partners, Inc.
N/A—1,859-1,859-100%$269.3K———
Wealthspire Advisors, LLC
N/A—1,720-1,720-100%$249.1K———
Sequoia Financial Advisors, LLC
N/A—1,682-1,682-100%$243.7K———
Cresset Asset Management, LLC
N/A—1,633-1,633-100%$236.6K———
Gotham Asset Management, LLC
N/A—1,571-1,571-100%$227.6K———
Baird Financial Group, Inc.
N/A—1,553-1,553-100%$225.0K———
JTC Employer Solutions Trustee Ltd
N/A—1,145-1,145-100%$165.0K———
Centaurus Financial, Inc.
N/A—822-822-100%$119.0K———
Bank of Montreal
N/A—694-694-100%$100.6K———
Oxford Financial Group, Ltd. LLC
N/A—662-662-100%$95.9K———
Harbour Investments, Inc.
N/A—644-644-100%$93.3K———
AE Wealth Management LLC
N/A—559-559-100%$81.0K———
Federation des caisses Desjardins du Quebec
N/A—458-458-100%$65.7K———
BlackRock, Inc.
N/A—426-426-100%$61.7K———
Crews Bank & Trust
N/A—400-400-100%$57.9K———
Global Retirement Partners, LLC
N/A—369-369-100%$53.5K———
Bleichroeder LP
N/A—300-300-100%$43.5K———
Fiduciary Financial Advisors
N/A—280-280-100%$40.6K———
Kerr Financial Planning Corp
N/A—215-215-100%$31.0K———
Arax Advisory Partners
N/A—189-189-100%$27.4K———
IFG Advisory, LLC
N/A—187-187-100%$27.1K———
Vision Retirement, LLC
N/A—166-166-100%$24.0K———
Glen Eagle Advisors, LLC
N/A—150-150-100%$21.7K———
Huntington National Bank
N/A—136-136-100%$19.7K———
HM Payson & Co
N/A—135-135-100%$19.6K———
Oakmont Advisory Group, LLC
N/A—127-127-100%$18.4K———
Brown Brothers Harriman & Co
N/A—125-125-100%$18.1K———
BFC Planning, Inc.
N/A—125-125-100%$18.1K———
BNP Paribas Financial Markets
N/A—123-123-100%$17.8K———
JPMorgan Chase & Co
N/A—121-121-100%$17.4K———
Colonial Trust Advisors
N/A—113-113-100%$16.4K———
Sachetta, LLC
N/A—85-85-100%$12.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—81-81-100%$11.8K———
HighMark Wealth Management LLC
N/A—78-78-100%$11.3K———
Continuum Advisory, LLC
N/A—39-39-100%$5.6K———
Ancora Advisors LLCA
N/A—38-38-100%$5.5K———
SHP Wealth Management
N/A—35-35-100%$5.1K———
Smartleaf Asset Management LLC
N/A—29-29-100%$4.2K———
Strategic Investment Solutions, Inc.
N/A—24-24-100%$3.5K———
Front Row Advisors LLC
N/A—12-12-100%$1.8K———
Harborfront Financial Group LLC
N/A—10-10-100%$1.5K———
JPL Wealth Management, LLC
N/A—10-10-100%$1.4K———
Roble, Belko & Company, Inc
N/A—10-10-100%$1———
Bessemer Group Inc
N/A—7-7-100%$1———
Tower Research Capital LLC (TRC)
N/A—3-3-100%$435———
Wells Fargo & Company
N/A—2-2-100%$271———
Showing 246 of 246 institutions