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Abrdn Precious Metals Basket (GLTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cullen T Bankers, Inc.
DECREASED
Shares163,011 from 169,965
Change-6,954 (-4%)
Value$30.4M (-$420.2K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares121,724 from 109,537
Change+12,187 (+11%)
Value$22.4M (+$2.1M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares105,433 from 71,954
Change+33,479 (+47%)
Value$19.6M (+$6.6M)
Filed 2026-11-02
Argos Wealth Advisors, LLC
DECREASED
Shares79,552 from 79,819
Change-267 (0%)
Value$14.8M (+$361.3K)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares78,293 from 79,751
Change-1,458 (-2%)
Value$14.6M (+$139.1K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares68,777 from 65,662
Change+3,115 (+5%)
Value$12.8M (+$918.0K)
Filed 2026-11-02
Peak Financial Management, Inc.
INCREASED
Shares64,451 from 62,781
Change+1,670 (+3%)
Value$12.0M (+$634.4K)
Filed 2026-10-16
Pictet Asset Management Holding SA
INCREASED
Shares54,700 from 35,820
Change+18,880 (+53%)
Value$10.2M (+$3.7M)
Filed 2026-11-03
Towneley Capital Management, Inc / de
INCREASED
Shares48,632 from 48,619
Change+13 (+0%)
Value$9.1M (+$252.7K)
Filed 2026-10-09
Solitude Financial Services
INCREASED
Shares48,024 from 44,257
Change+3,767 (+9%)
Value$8.9M (+$929.7K)
Filed 2026-10-26
Courage Miller Partners, LLC
INCREASED
Shares46,080 from 45,792
Change+288 (+1%)
Value$8.6M (+$289.5K)
Filed 2026-10-21
Sound Stewardship, LLC
DECREASED
Shares42,632 from 48,878
Change-6,246 (-13%)
Value$7.9M (-$911.8K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares39,423 from 44,421
Change-4,998 (-11%)
Value$7.3M (-$702.4K)
Filed 2026-10-21
Castellan Group
INCREASED
Shares33,280 from 25,490
Change+7,790 (+31%)
Value$6.2M (+$1.6M)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares29,641 from 28,672
Change+969 (+3%)
Value$5.5M (+$328.2K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares26,409 from 103
Change+26,306 (+25540%)
Value$4.9M (+$4.9M)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares24,827 from 25,688
Change-861 (-3%)
Value$4.6M (-$28.1K)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
INCREASED
Shares20,357 from 14,400
Change+5,957 (+41%)
Value$3.8M (+$1.2M)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares19,241 from 18,082
Change+1,159 (+6%)
Value$3.6M (+$309.1K)
Filed 2026-11-02
Oppenheimer & Co Inc
NEW
Shares18,854
Change+18,854
Value$3.5M
Filed 2026-10-26
Creative Planning
INCREASED
Shares18,010 from 14,873
Change+3,137 (+21%)
Value$3.4M (+$661.1K)
Filed 2026-11-02
Brown Wealth Management, LLC
INCREASED
Shares17,736 from 15,007
Change+2,729 (+18%)
Value$3.3M (+$585.7K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares15,691 from 15,670
Change+21 (+0%)
Value$2.9M (+$84.6K)
Filed 2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED
Shares15,597 from 15,101
Change+496 (+3%)
Value$2.9M (+$170.2K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares15,205 from 10,783
Change+4,422 (+41%)
Value$2.8M (+$880.0K)
Filed 2026-10-26
Stegent Equity Advisors, Inc.
DECREASED
Shares14,637 from 16,248
Change-1,611 (-10%)
Value$2.7M (-$216.5K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares13,215 from 400
Change+12,815 (+3204%)
Value$2.5M (+$2.4M)
Filed 2026-10-07
Brookstone Capital Management
DECREASED
Shares13,192 from 14,116
Change-924 (-7%)
Value$2.5M (-$99.4K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
NEW
Shares10,397
Change+10,397
Value$1.9M
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares10,061 from 9,823
Change+238 (+2%)
Value$1.9M (+$94.9K)
Filed 2026-10-16
WJ Wealth Management, LLC
DECREASED
Shares9,902 from 27,933
Change-18,031 (-65%)
Value$1.8M (-$3.2M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares9,808 from 3,198
Change+6,610 (+207%)
Value$1.8M (+$1.2M)
Filed 2026-10-16
Carolina Wealth Advisors, LLC
INCREASED
Shares9,587 from 7,920
Change+1,667 (+21%)
Value$1.8M (+$351.4K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares8,965 from 7,927
Change+1,038 (+13%)
Value$1.7M (+$234.2K)
Filed 2026-11-02
Global Assets Advisory, LLC
DECREASED
Shares8,055 from 8,702
Change-647 (-7%)
Value$1.5M (-$93.2K)
Filed 2026-10-28
Virtue Capital Management, LLC
DECREASED
Shares7,671 from 12,735
Change-5,064 (-40%)
Value$1.4M (-$877.8K)
Filed 2026-10-29
Sowell Financial Services LLC
INCREASED
Shares7,578 from 1,661
Change+5,917 (+356%)
Value$1.4M (+$1.1M)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares7,420 from 2,362
Change+5,058 (+214%)
Value$1.4M (+$954.5K)
Filed 2026-11-04
Vise Technologies, Inc.
NEW
Shares6,688
Change+6,688
Value$1.2M
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED
Shares6,652 from 11,919
Change-5,267 (-44%)
Value$1.2M (-$917.5K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
NEW
Shares5,978
Change+5,978
Value$1.1M
Filed 2026-10-13
Tactive Advisors, LLC
INCREASED
Shares5,687 from 5,057
Change+630 (+12%)
Value$1.1M (+$143.4K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares5,413 from 5,959
Change-546 (-9%)
Value$1.0M (-$71.0K)
Filed 2026-10-15
Laurel Wealth Planning LLC
UNCHANGED
Shares5,062 from 5,062
Change0 (0%)
Value$943.1K (+$26.1K)
Filed 2026-11-02
Pines Wealth Management, LLC
DECREASED
Shares5,003 from 5,074
Change-71 (-1%)
Value$932.1K (+$12.9K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares4,756 from 7,834
Change-3,078 (-39%)
Value$886.1K (-$533.1K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares3,999 from 5,081
Change-1,082 (-21%)
Value$745.0K (-$175.4K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
UNCHANGED
Shares3,908 from 3,908
Change0 (0%)
Value$728.0K (+$16.8K)
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares3,888 from 4,941
Change-1,053 (-21%)
Value$724.3K (-$170.7K)
Filed 2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED
Shares3,790 from 3,780
Change+10 (+0%)
Value$706.2K (+$21.4K)
Filed 2026-10-08
BlueChip Wealth Advisors LLC
INCREASED
Shares3,303 from 3,063
Change+240 (+8%)
Value$615.4K (+$60.5K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$612.2K (+$16.9K)
Filed 2026-10-26
Citizens Financial Group Inc
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$607.3K (+$16.8K)
Filed 2026-10-23
Powell Investment Advisors, LLC
UNCHANGED
Shares3,161 from 3,161
Change0 (0%)
Value$588.9K (+$16.3K)
Filed 2026-10-22
XY Planning Network, Inc.
NEW
Shares3,057
Change+3,057
Value$569.5K
Filed 2026-10-14
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares3,045 from 3,045
Change0 (0%)
Value$567.3K (+$15.7K)
Filed 2026-10-09
Altfest L J & Co Inc
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$565.3K (+$15.6K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares2,878 from 3,107
Change-229 (-7%)
Value$477.1K (-$85.7K)
Filed 2026-11-04
Matauro, LLC
INCREASED
Shares2,796 from 1,395
Change+1,401 (+100%)
Value$521.0K (+$268.2K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares2,733 from 2,788
Change-55 (-2%)
Value$500.8K (-$9.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares2,733 from 2,788
Change-55 (-2%)
Value$500.8K (-$9.1K)
Filed 2026-10-20
West Branch Capital LLC
DECREASED
Shares2,720 from 2,768
Change-48 (-2%)
Value$506.7K (+$5.3K)
Filed 2026-10-20
Seven Mile Advisory
DECREASED
Shares2,675 from 3,300
Change-625 (-19%)
Value$498.4K (-$99.4K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares2,641 from 2,587
Change+54 (+2%)
Value$492.0K (+$23.4K)
Filed 2026-10-15
Eagle Bay Advisors LLC
INCREASED
Shares2,615 from 2,587
Change+28 (+1%)
Value$487.2K (+$18.5K)
Filed 2026-10-16
Acorn Creek Capital LLC
NEW
Shares2,588
Change+2,588
Value$482.1K
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares2,566 from 2,141
Change+425 (+20%)
Value$478.0K (+$90.2K)
Filed 2026-11-03
Fulcrum Equity Management
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$451.8K (+$12.5K)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares2,414
Change+2,414
Value$449.7K
Filed 2026-10-21
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares2,349 from 2,349
Change0 (0%)
Value$437.6K (+$12.1K)
Filed 2026-11-03
Pacific Capital Wealth Advisors, Inc.
NEW
Shares2,304
Change+2,304
Value$429.2K
Filed 2026-10-22
Antonelli Financial Advisors, LLC
DECREASED
Shares2,302 from 2,369
Change-67 (-3%)
Value$429.0K ($0)
Filed 2026-10-13
XML Financial, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$409.9K (+$11.3K)
Filed 2026-10-29
Davis Investment Partners, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$391.2K (+$10.8K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares2,035 from 1,088
Change+947 (+87%)
Value$387.6K (+$180.6K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares1,952 from 1,596
Change+356 (+22%)
Value$363.7K (+$74.5K)
Filed 2026-10-30
Vanguard Capital Wealth Advisors
NEW
Shares1,920
Change+1,920
Value$357.7K
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares1,910 from 2,067
Change-157 (-8%)
Value$355.8K (-$18.6K)
Filed 2026-10-26
Security National Bank
UNCHANGED
Shares1,882 from 1,882
Change0 (0%)
Value$350.6K (+$9.7K)
Filed 2026-10-26
BostonPremier Wealth LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$350.2K (+$9.7K)
Filed 2026-10-16
FSA Wealth Partners, Inc.
NEW
Shares1,827
Change+1,827
Value$340.4K
Filed 2026-10-26
Brighton Jones LLC
UNCHANGED
Shares1,734 from 1,734
Change0 (0%)
Value$323.1K (+$8.9K)
Filed 2026-11-03
HBW Advisory Services LLC
NEW
Shares1,712
Change+1,712
Value$319.0K
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares1,708 from 1,706
Change+2 (+0%)
Value$318.2K (+$9.2K)
Filed 2026-10-22
Centennial Wealth Advisory LLC
NEW
Shares1,659
Change+1,659
Value$309.1K
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares1,630 from 1,577
Change+53 (+3%)
Value$303.7K (+$18.0K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
NEW
Shares1,543
Change+1,543
Value$287.5K
Filed 2026-10-21
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$286.9K (+$7.9K)
Filed 2026-11-03
Bath Savings Trust Co
NEW
Shares1,505
Change+1,505
Value$280.4K
Filed 2026-10-07
OpenArc Corporate Advisory, LLC
NEW
Shares1,504
Change+1,504
Value$280.2K
Filed 2026-10-21
Unique Wealth, LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$263.8K (+$7.3K)
Filed 2026-10-16
Advisory Resource Group
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$255.4K (+$7.1K)
Filed 2026-10-26
Tcfg Investment Advisors, LLC
INCREASED
Shares1,342 from 1,337
Change+5 (+0%)
Value$250.0K (+$7.8K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares1,327 from 1,143
Change+184 (+16%)
Value$247.2K (+$40.2K)
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares1,280 from 1,419
Change-139 (-10%)
Value$229.2K (-$27.9K)
Filed 2026-10-15
Northbridge Financial Group, LLC
NEW
Shares1,231
Change+1,231
Value$230.9K
Filed 2026-11-05
Trilogy Capital Inc.
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$227.7K (+$6.3K)
Filed 2026-10-20
Family Investment Center, Inc.
INCREASED
Shares1,219 from 1,134
Change+85 (+8%)
Value$227.1K (+$21.7K)
Filed 2026-10-19
D.A. Davidson & Co.
NEW
Shares1,159
Change+1,159
Value$215.9K
Filed 2026-10-28
Blvd Private Wealth, LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$213.5K (+$5.9K)
Filed 2026-10-14
Riversedge Advisors, LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$212.2K (+$5.9K)
Filed 2026-10-09
Asset Allocation Strategies LLC
NEW
Shares1,123
Change+1,123
Value$209.2K
Filed 2026-10-20
Old National Bancorp
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$206.4K (+$5.7K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares1,034 from 1,334
Change-300 (-22%)
Value$192.6K (-$49.0K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares1,004 from 1,044
Change-40 (-4%)
Value$187.0K (-$2.1K)
Filed 2026-10-08
Lodestone Wealth Management LLC
INCREASED
Shares836 from 728
Change+108 (+15%)
Value$155.8K (+$23.9K)
Filed 2026-10-14
Friedenthal Financial
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$128.0K (+$3.5K)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares570 from 565
Change+5 (+1%)
Value$106.2K (+$3.8K)
Filed 2026-10-23
Parallel Advisors, LLC
DECREASED
Shares540 from 740
Change-200 (-27%)
Value$100.6K (-$33.4K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares489 from 315
Change+174 (+55%)
Value$91.1K (+$34.0K)
Filed 2026-10-28
First Bancorp, Inc
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$72.8K (+$2.0K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares338 from 388
Change-50 (-13%)
Value$63.0K (-$7.3K)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$47.1K (+$1.3K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares241 from 88
Change+153 (+174%)
Value$44.9K (+$29.0K)
Filed 2026-10-20
GGM Financial LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$42.3K (+$1.2K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares224
Change+224
Value$41.7K
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$40.1K (+$1.1K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares202 from 168
Change+34 (+20%)
Value$37.6K (+$7.2K)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$37.3K (+$1.0K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$30.7K (+$850)
Filed 2026-11-04
Signature Resources Capital Management, LLC
NEW
Shares164
Change+164
Value$30.6K
Filed 2026-10-16
Silver Grove Financial Group, Inc.
NEW
Shares148
Change+148
Value$27.6K
Filed 2026-11-05
Markowski Investments
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$26.6K (+$737)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$21.1K (+$582)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.6K (+$515)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$16.6K (+$459)
Filed 2026-11-04
Investors Research Corp
NEW
Shares84
Change+84
Value$15.6K
Filed 2026-10-07
Catherine Avery Investment Management LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$12.5K (+$345)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares66
Change+66
Value$12.3K
Filed 2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$10.8K (+$299)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$9.1K (+$253)
Filed 2026-11-02
Mcdonald Partners LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$8.0K (+$222)
Filed 2026-11-03
Bfsg, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.8K (+$216)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$7.6K (+$211)
Filed 2026-11-02
POM Investment Strategies, LLC
INCREASED
Shares37 from 34
Change+3 (+9%)
Value$6.9K (+$734)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
NEW
Shares30
Change+30
Value$5.6K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares29
Change+29
Value$5.4K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED
Shares8 from 130
Change-122 (-94%)
Value$1.5K (-$22.1K)
Filed 2026-10-27
Wolff Wiese Magana LLC
DECREASED
Shares5 from 33
Change-28 (-85%)
Value$932 (-$5.0K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$745 (+$20)
Filed 2026-10-21
Toth Financial Advisory Corp
NEW
Shares3
Change+3
Value$559
Filed 2026-10-08
Citigroup Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$186 (+$5)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$186 (+$5)
Filed 2026-10-13
Thrivent Financial for Lutherans
CLOSED
Shares0 from 85,849
Change-85,849 (-100%)
Value$0 (-$15.6M)
Filed 2026-11-05
Oasis Advisors, LLC
CLOSED
Shares0 from 17,569
Change-17,569 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-16
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 7,265
Change-7,265 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-07
MMA Asset Management LLC
CLOSED
Shares0 from 1,928
Change-1,928 (-100%)
Value$0 (-$349.3K)
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-13
Sims Investment Management, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 701,720
Change-701,720 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 566,742
Change-566,742 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 494,755
Change-494,755 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 382,241
Change-382,241 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 289,260
Change-289,260 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 229,307
Change-229,307 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 212,440
Change-212,440 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 209,652
Change-209,652 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 206,706
Change-206,706 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 185,911
Change-185,911 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 161,492
Change-161,492 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 129,390
Change-129,390 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 80,558
Change-80,558 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 73,905
Change-73,905 (-100%)
Value—
UBS Group AG
N/A
Shares— from 72,759
Change-72,759 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 66,269
Change-66,269 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 62,162
Change-62,162 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 61,866
Change-61,866 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,804
Change-60,804 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 59,146
Change-59,146 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 56,682
Change-56,682 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 48,896
Change-48,896 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 45,685
Change-45,685 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 39,071
Change-39,071 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,352
Change-34,352 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,477
Change-33,477 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,827
Change-32,827 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,926
Change-31,926 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,819
Change-31,819 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 30,736
Change-30,736 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,274
Change-28,274 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 26,235
Change-26,235 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,650
Change-19,650 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,804
Change-15,804 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,924
Change-14,924 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,498
Change-14,498 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,178
Change-11,178 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,335
Change-9,335 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,215
Change-7,215 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
&partners
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 786
Change-786 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 601
Change-601 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
FMR LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 468
Change-468 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 431
Change-431 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 220
Change-220 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 31
Change-31 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Cullen T Bankers, Inc.
DECREASED163,011169,965-6,954-4%$30.8M$30.4M-$420.2K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED121,724109,537+12,187+11%$20.2M$22.4M+$2.1M2026-10-13
Commonwealth Equity Services, LLC
INCREASED105,43371,954+33,479+47%$13.0M$19.6M+$6.6M2026-11-02
Argos Wealth Advisors, LLC
DECREASED79,55279,819-2670%$14.5M$14.8M+$361.3K2026-11-02
Larson Financial Group LLC
DECREASED78,29379,751-1,458-2%$14.4M$14.6M+$139.1K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED68,77765,662+3,115+5%$11.9M$12.8M+$918.0K2026-11-02
Peak Financial Management, Inc.
INCREASED64,45162,781+1,670+3%$11.4M$12.0M+$634.4K2026-10-16
Pictet Asset Management Holding SA
INCREASED54,70035,820+18,880+53%$6.5M$10.2M+$3.7M2026-11-03
Towneley Capital Management, Inc / de
INCREASED48,63248,619+13+0%$8.8M$9.1M+$252.7K2026-10-09
Solitude Financial Services
INCREASED48,02444,257+3,767+9%$8.0M$8.9M+$929.7K2026-10-26
Courage Miller Partners, LLC
INCREASED46,08045,792+288+1%$8.3M$8.6M+$289.5K2026-10-21
Sound Stewardship, LLC
DECREASED42,63248,878-6,246-13%$8.9M$7.9M-$911.8K2026-10-14
Axxcess Wealth Management, LLC
DECREASED39,42344,421-4,998-11%$8.0M$7.3M-$702.4K2026-10-21
Castellan Group
INCREASED33,28025,490+7,790+31%$4.6M$6.2M+$1.6M2026-10-19
Kestra Private Wealth Services, LLC
INCREASED29,64128,672+969+3%$5.2M$5.5M+$328.2K2026-10-30
Assetmark, Inc
INCREASED26,409103+26,306+25540%$18.7K$4.9M+$4.9M2026-10-21
RFG Advisory, LLC
DECREASED24,82725,688-861-3%$4.7M$4.6M-$28.1K2026-11-03
Discipline Wealth Solutions, LLC
INCREASED20,35714,400+5,957+41%$2.6M$3.8M+$1.2M2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED19,24118,082+1,159+6%$3.3M$3.6M+$309.1K2026-11-02
Oppenheimer & Co Inc
NEW18,854—+18,854——$3.5M—2026-10-26
Creative Planning
INCREASED18,01014,873+3,137+21%$2.7M$3.4M+$661.1K2026-11-02
Brown Wealth Management, LLC
INCREASED17,73615,007+2,729+18%$2.7M$3.3M+$585.7K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED15,69115,670+21+0%$2.8M$2.9M+$84.6K2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED15,59715,101+496+3%$2.7M$2.9M+$170.2K2026-10-29
Park Avenue Securities LLC
INCREASED15,20510,783+4,422+41%$2.0M$2.8M+$880.0K2026-10-26
Stegent Equity Advisors, Inc.
DECREASED14,63716,248-1,611-10%$2.9M$2.7M-$216.5K2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED13,215400+12,815+3204%$72.5K$2.5M+$2.4M2026-10-07
Brookstone Capital Management
DECREASED13,19214,116-924-7%$2.6M$2.5M-$99.4K2026-10-22
Valeo Financial Advisors, LLC
NEW10,397—+10,397——$1.9M—2026-10-08
IFP Advisors, Inc
INCREASED10,0619,823+238+2%$1.8M$1.9M+$94.9K2026-10-16
WJ Wealth Management, LLC
DECREASED9,90227,933-18,031-65%$5.1M$1.8M-$3.2M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED9,8083,198+6,610+207%$579.3K$1.8M+$1.2M2026-10-16
Carolina Wealth Advisors, LLC
INCREASED9,5877,920+1,667+21%$1.4M$1.8M+$351.4K2026-10-23
Kestra Advisory Services, LLC
INCREASED8,9657,927+1,038+13%$1.4M$1.7M+$234.2K2026-11-02
Global Assets Advisory, LLC
DECREASED8,0558,702-647-7%$1.6M$1.5M-$93.2K2026-10-28
Virtue Capital Management, LLC
DECREASED7,67112,735-5,064-40%$2.3M$1.4M-$877.8K2026-10-29
Sowell Financial Services LLC
INCREASED7,5781,661+5,917+356%$300.9K$1.4M+$1.1M2026-10-23
EverSource Wealth Advisors, LLC
INCREASED7,4202,362+5,058+214%$427.9K$1.4M+$954.5K2026-11-04
Vise Technologies, Inc.
NEW6,688—+6,688——$1.2M—2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED6,65211,919-5,267-44%$2.2M$1.2M-$917.5K2026-10-27
B. Riley Wealth Advisors, Inc.
NEW5,978—+5,978——$1.1M—2026-10-13
Tactive Advisors, LLC
INCREASED5,6875,057+630+12%$916.1K$1.1M+$143.4K2026-10-08
Blue Trust, Inc.
DECREASED5,4135,959-546-9%$1.1M$1.0M-$71.0K2026-10-15
Laurel Wealth Planning LLC
UNCHANGED5,0625,06200%$917.0K$943.1K+$26.1K2026-11-02
Pines Wealth Management, LLC
DECREASED5,0035,074-71-1%$919.2K$932.1K+$12.9K2026-10-21
Farther Finance Advisors, LLC
DECREASED4,7567,834-3,078-39%$1.4M$886.1K-$533.1K2026-10-08
PFG Advisors
DECREASED3,9995,081-1,082-21%$920.4K$745.0K-$175.4K2026-10-16
Insight Wealth Strategies, LLC
UNCHANGED3,9083,90800%$711.1K$728.0K+$16.8K2026-10-09
Centurion Wealth Management LLC
DECREASED3,8884,941-1,053-21%$895.1K$724.3K-$170.7K2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED3,7903,780+10+0%$684.8K$706.2K+$21.4K2026-10-08
BlueChip Wealth Advisors LLC
INCREASED3,3033,063+240+8%$554.9K$615.4K+$60.5K2026-11-03
SmartHarvest Portfolios, LLC
UNCHANGED3,2863,28600%$595.3K$612.2K+$16.9K2026-10-26
Citizens Financial Group Inc
UNCHANGED3,2603,26000%$590.5K$607.3K+$16.8K2026-10-23
Powell Investment Advisors, LLC
UNCHANGED3,1613,16100%$572.6K$588.9K+$16.3K2026-10-22
XY Planning Network, Inc.
NEW3,057—+3,057——$569.5K—2026-10-14
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED3,0453,04500%$551.6K$567.3K+$15.7K2026-10-09
Altfest L J & Co Inc
UNCHANGED3,0353,03500%$549.7K$565.3K+$15.6K2026-10-27
Prospera Financial Services Inc
DECREASED2,8783,107-229-7%$562.8K$477.1K-$85.7K2026-11-04
Matauro, LLC
INCREASED2,7961,395+1,401+100%$252.8K$521.0K+$268.2K2026-11-03
Diversify Advisory Services, LLC
DECREASED2,7332,788-55-2%$509.9K$500.8K-$9.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED2,7332,788-55-2%$509.9K$500.8K-$9.1K2026-10-20
West Branch Capital LLC
DECREASED2,7202,768-48-2%$501.4K$506.7K+$5.3K2026-10-20
Seven Mile Advisory
DECREASED2,6753,300-625-19%$597.8K$498.4K-$99.4K2026-10-22
Atria Investments, Inc
INCREASED2,6412,587+54+2%$468.6K$492.0K+$23.4K2026-10-15
Eagle Bay Advisors LLC
INCREASED2,6152,587+28+1%$468.6K$487.2K+$18.5K2026-10-16
Acorn Creek Capital LLC
NEW2,588—+2,588——$482.1K—2026-11-05
Endowment Wealth Management, Inc.
INCREASED2,5662,141+425+20%$387.8K$478.0K+$90.2K2026-11-03
Fulcrum Equity Management
UNCHANGED2,4252,42500%$439.3K$451.8K+$12.5K2026-10-21
First Affirmative Financial Network
NEW2,414—+2,414——$449.7K—2026-10-21
Valley Forge Investment Consultants Inc ADV
UNCHANGED2,3492,34900%$425.5K$437.6K+$12.1K2026-11-03
Pacific Capital Wealth Advisors, Inc.
NEW2,304—+2,304——$429.2K—2026-10-22
Antonelli Financial Advisors, LLC
DECREASED2,3022,369-67-3%$429.0K$429.0K$02026-10-13
XML Financial, LLC
UNCHANGED2,2002,20000%$398.5K$409.9K+$11.3K2026-10-29
Davis Investment Partners, LLC
UNCHANGED2,1002,10000%$380.4K$391.2K+$10.8K2026-11-05
StoneX Group Inc.
INCREASED2,0351,088+947+87%$207.0K$387.6K+$180.6K2026-11-03
Truist Financial Corp
INCREASED1,9521,596+356+22%$289.1K$363.7K+$74.5K2026-10-30
Vanguard Capital Wealth Advisors
NEW1,920—+1,920——$357.7K—2026-10-16
Flagship Harbor Advisors, LLC
DECREASED1,9102,067-157-8%$374.4K$355.8K-$18.6K2026-10-26
Security National Bank
UNCHANGED1,8821,88200%$340.9K$350.6K+$9.7K2026-10-26
BostonPremier Wealth LLC
UNCHANGED1,8801,88000%$340.6K$350.2K+$9.7K2026-10-16
FSA Wealth Partners, Inc.
NEW1,827—+1,827——$340.4K—2026-10-26
Brighton Jones LLC
UNCHANGED1,7341,73400%$314.1K$323.1K+$8.9K2026-11-03
HBW Advisory Services LLC
NEW1,712—+1,712——$319.0K—2026-10-15
Perigon Wealth Management, LLC
INCREASED1,7081,706+2+0%$309.0K$318.2K+$9.2K2026-10-22
Centennial Wealth Advisory LLC
NEW1,659—+1,659——$309.1K—2026-10-16
Magnus Financial Group LLC
INCREASED1,6301,577+53+3%$285.7K$303.7K+$18.0K2026-10-21
Wealthcare Advisory Partners LLC
NEW1,543—+1,543——$287.5K—2026-10-21
Woodard & Co Asset Management Group Inc
UNCHANGED1,5401,54000%$279.0K$286.9K+$7.9K2026-11-03
Bath Savings Trust Co
NEW1,505—+1,505——$280.4K—2026-10-07
OpenArc Corporate Advisory, LLC
NEW1,504—+1,504——$280.2K—2026-10-21
Unique Wealth, LLC
UNCHANGED1,4161,41600%$256.5K$263.8K+$7.3K2026-10-16
Advisory Resource Group
UNCHANGED1,3711,37100%$248.4K$255.4K+$7.1K2026-10-26
Tcfg Investment Advisors, LLC
INCREASED1,3421,337+5+0%$242.2K$250.0K+$7.8K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED1,3271,143+184+16%$207.1K$247.2K+$40.2K2026-10-29
AdvisorNet Financial, Inc
DECREASED1,2801,419-139-10%$257.1K$229.2K-$27.9K2026-10-15
Northbridge Financial Group, LLC
NEW1,231—+1,231——$230.9K—2026-11-05
Trilogy Capital Inc.
UNCHANGED1,2221,22200%$221.4K$227.7K+$6.3K2026-10-20
Family Investment Center, Inc.
INCREASED1,2191,134+85+8%$205.4K$227.1K+$21.7K2026-10-19
D.A. Davidson & Co.
NEW1,159—+1,159——$215.9K—2026-10-28
Blvd Private Wealth, LLC
UNCHANGED1,1461,14600%$207.6K$213.5K+$5.9K2026-10-14
Riversedge Advisors, LLC
UNCHANGED1,1391,13900%$206.3K$212.2K+$5.9K2026-10-09
Asset Allocation Strategies LLC
NEW1,123—+1,123——$209.2K—2026-10-20
Old National Bancorp
UNCHANGED1,1081,10800%$200.7K$206.4K+$5.7K2026-10-20
Fifth Third Bancorp
DECREASED1,0341,334-300-22%$241.7K$192.6K-$49.0K2026-11-05
CoreCap Advisors, LLC
DECREASED1,0041,044-40-4%$189.1K$187.0K-$2.1K2026-10-08
Lodestone Wealth Management LLC
INCREASED836728+108+15%$131.9K$155.8K+$23.9K2026-10-14
Friedenthal Financial
UNCHANGED68768700%$124.5K$128.0K+$3.5K2026-10-27
Signaturefd, LLC
INCREASED570565+5+1%$102.4K$106.2K+$3.8K2026-10-23
Parallel Advisors, LLC
DECREASED540740-200-27%$134.1K$100.6K-$33.4K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED489315+174+55%$57.1K$91.1K+$34.0K2026-10-28
First Bancorp, Inc
UNCHANGED39139100%$70.8K$72.8K+$2.0K2026-10-26
Spire Wealth Management
DECREASED338388-50-13%$70.3K$63.0K-$7.3K2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED25325300%$45.8K$47.1K+$1.3K2026-10-21
Private Trust Co NA
INCREASED24188+153+174%$15.9K$44.9K+$29.0K2026-10-20
GGM Financial LLC
UNCHANGED22722700%$41.1K$42.3K+$1.2K2026-11-05
Latitude Advisors, LLC
NEW224—+224——$41.7K—2026-10-27
Costello Asset Management, Inc
UNCHANGED21521500%$38.9K$40.1K+$1.1K2026-10-30
Creative Financial Designs Inc
INCREASED202168+34+20%$30.4K$37.6K+$7.2K2026-11-04
US Bancorp \de\
UNCHANGED20020000%$36.2K$37.3K+$1.0K2026-11-05
Gables Capital Management Inc.
UNCHANGED16516500%$29.9K$30.7K+$8502026-11-04
Signature Resources Capital Management, LLC
NEW164—+164——$30.6K—2026-10-16
Silver Grove Financial Group, Inc.
NEW148—+148——$27.6K—2026-11-05
Markowski Investments
UNCHANGED14314300%$25.9K$26.6K+$7372026-10-30
Asset Dedication, LLC
UNCHANGED11311300%$20.5K$21.1K+$5822026-11-03
Cape Investment Advisory, Inc.
UNCHANGED10010000%$18.1K$18.6K+$5152026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED898900%$16.1K$16.6K+$4592026-11-04
Investors Research Corp
NEW84—+84——$15.6K—2026-10-07
Catherine Avery Investment Management LLC
UNCHANGED676700%$12.1K$12.5K+$3452026-10-14
Root Financial Partners, LLC
NEW66—+66——$12.3K—2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED585800%$10.5K$10.8K+$2992026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED494900%$8.9K$9.1K+$2532026-11-02
Mcdonald Partners LLC
UNCHANGED434300%$7.8K$8.0K+$2222026-11-03
Bfsg, LLC
UNCHANGED424200%$7.6K$7.8K+$2162026-10-30
Key FInancial Inc
UNCHANGED414100%$7.4K$7.6K+$2112026-11-02
POM Investment Strategies, LLC
INCREASED3734+3+9%$6.2K$6.9K+$7342026-10-20
Plante Moran Financial Advisors, LLC
NEW30—+30——$5.6K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW29—+29——$5.4K—2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED8130-122-94%$23.6K$1.5K-$22.1K2026-10-27
Wolff Wiese Magana LLC
DECREASED533-28-85%$6.0K$932-$5.0K2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED4400%$725$745+$202026-10-21
Toth Financial Advisory Corp
NEW3—+3——$559—2026-10-08
Citigroup Inc
UNCHANGED1100%$181$186+$52026-11-04
Harbor Investment Advisory, LLC
UNCHANGED1100%$181$186+$52026-10-13
Thrivent Financial for Lutherans
CLOSED085,849-85,849-100%$15.6M$0-$15.6M2026-11-05
Oasis Advisors, LLC
CLOSED017,569-17,569-100%$3.2M$0-$3.2M2026-10-16
FIG Financial Advisory Services Inc
CLOSED07,265-7,265-100%$1.3M$0-$1.3M2026-10-07
MMA Asset Management LLC
CLOSED01,928-1,928-100%$349.3K$0-$349.3K2026-11-02
Intesa Sanpaolo Wealth Management
CLOSED0150-150-100%$27.2K$0-$27.2K2026-10-28
Gill Capital Partners, LLC
CLOSED093-93-100%$16.8K$0-$16.8K2026-10-13
Sims Investment Management, LLC
CLOSED030-30-100%$5.4K$0-$5.4K2026-10-13
LifeSteps Financial, Inc.
CLOSED010-10-100%$1.8K$0-$1.8K2026-10-15
Morgan Stanley
N/A—701,720-701,720-100%$127.1M———
Wells Fargo & Company
N/A—566,742-566,742-100%$102.7M———
LPL Financial LLC
N/A—494,755-494,755-100%$89.6M———
Bank of America Corp
N/A—382,241-382,241-100%$69.2M———
Ameriprise Financial Inc
N/A—289,260-289,260-100%$52.3M———
Wealthfront Advisers LLC
N/A—229,307-229,307-100%$41.5M———
Cape COD Five Cents Savings Bank
N/A—212,440-212,440-100%$38.5M———
Rockefeller Capital Management L.P.
N/A—209,652-209,652-100%$38.0M———
Northwestern Mutual Wealth Management Co
N/A—206,706-206,706-100%$37.4M———
Focus Partners Wealth
N/A—185,911-185,911-100%$33.7M———
Sequoia Financial Advisors, LLC
N/A—161,492-161,492-100%$29.3M———
Summit Wealth & Retirement Planning, Inc.
N/A—129,390-129,390-100%$23.4M———
Paul R. Ried Financial Group, LLC
N/A—80,558-80,558-100%$14.6M———
Advance Capital Management, Inc.
N/A—73,905-73,905-100%$13.4M———
UBS Group AG
N/A—72,759-72,759-100%$13.2M———
Raymond James Financial Inc
N/A—66,269-66,269-100%$12.0M———
Cetera Investment Advisers
N/A—62,162-62,162-100%$11.3M———
AE Wealth Management LLC
N/A—61,866-61,866-100%$11.2M———
Susquehanna International Group, LLP
N/A—60,804-60,804-100%$11.0M———
IFG Advisory, LLC
N/A—59,146-59,146-100%$10.7M———
Mainstay Capital Management LLC
N/A—56,682-56,682-100%$10.3M———
Private Advisor Group, LLC
N/A—48,896-48,896-100%$8.9M———
Envestnet Asset Management Inc
N/A—45,685-45,685-100%$8.3M———
HighTower Advisors, LLC
N/A—39,071-39,071-100%$7.1M———
Jones Financial Companies Lllp
N/A—34,352-34,352-100%$6.3M———
Jane Street Group, LLC
N/A—33,477-33,477-100%$6.1M———
Belpointe Asset Management LLC
N/A—32,827-32,827-100%$5.9M———
Osaic Holdings, Inc.
N/A—31,926-31,926-100%$5.8M———
Captrust Financial Advisors
N/A—31,819-31,819-100%$5.8M———
Gladstone Institutional Advisory LLC
N/A—30,736-30,736-100%$5.6M———
Royal Bank of Canada
N/A—28,274-28,274-100%$5.1M———
Fortis Capital Advisors, LLC
N/A—26,235-26,235-100%$4.8M———
Mariner, LLC
N/A—19,650-19,650-100%$3.6M———
Valmark Advisers, Inc.
N/A—17,426-17,426-100%$3.2M———
MML Investors Services, LLC
N/A—15,804-15,804-100%$2.9M———
NewEdge Advisors, LLC
N/A—14,924-14,924-100%$2.7M———
Envestnet Portfolio Solutions, Inc.
N/A—14,498-14,498-100%$2.6M———
FLC Capital Advisors
N/A—12,333-12,333-100%$2.2M———
Integrated Wealth Concepts LLC
N/A—12,019-12,019-100%$2.2M———
Stifel Financial Corp
N/A—11,178-11,178-100%$2.0M———
Mercer Global Advisors Inc
N/A—10,463-10,463-100%$1.9M———
Insigneo Advisory Services, LLC
N/A—10,404-10,404-100%$1.9M———
IHT Wealth Management, LLC
N/A—10,381-10,381-100%$1.9M———
Savvy Advisors, Inc.
N/A—10,291-10,291-100%$1.9M———
Merit Financial Group, LLC
N/A—9,335-9,335-100%$1.7M———
Palladiem, LLC
N/A—8,112-8,112-100%$1.5M———
Harbour Investments, Inc.
N/A—8,092-8,092-100%$1.5M———
Genesis Financial Group, LLC
N/A—7,815-7,815-100%$1.4M———
Cerity Partners LLC
N/A—7,215-7,215-100%$1.3M———
Summit Financial, LLC
N/A—6,519-6,519-100%$1.2M———
Wellspring Financial Advisors, LLC
N/A—6,209-6,209-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—6,117-6,117-100%$1.1M———
RWA Wealth Partners, LLC
N/A—5,405-5,405-100%$979.1K———
Zhang Financial LLC
N/A—5,145-5,145-100%$932.0K———
Amara Financial, Llc.
N/A—4,684-4,684-100%$848.5K———
Hobbs Group Advisors, LLC
N/A—4,674-4,674-100%$846.7K———
Mayflower Financial Advisors, LLC
N/A—4,498-4,498-100%$814.8K———
EFG International AG
N/A—4,390-4,390-100%$795.2K———
Stratos Wealth Partners, Ltd.
N/A—4,065-4,065-100%$736.4K———
Seaview Investment Managers LLC
N/A—3,877-3,877-100%$702.3K———
Peapack Gladstone Financial Corp
N/A—3,764-3,764-100%$682.0K———
Steward Partners Investment Advisory, LLC
N/A—3,726-3,726-100%$675.0K———
HRT Financial LP
N/A—3,146-3,146-100%$569.0K———
Nwam LLC
N/A—3,027-3,027-100%$548.3K———
Commerce Bank
N/A—2,990-2,990-100%$541.6K———
Flow Traders U.S. LLC
N/A—2,854-2,854-100%$517.0K———
Blair William & Co
N/A—2,798-2,798-100%$506.9K———
Baird Financial Group, Inc.
N/A—2,731-2,731-100%$494.7K———
Collaborative Wealth Managment Inc.
N/A—2,660-2,660-100%$481.9K———
Zacks Investment Management
N/A—2,638-2,638-100%$477.9K———
Brand Asset Management Group, Inc.
N/A—2,582-2,582-100%$467.7K———
Principal Securities, Inc.
N/A—2,508-2,508-100%$454.3K———
Regal Investment Advisors LLC
N/A—2,485-2,485-100%$450.2K———
Mutual Advisors, LLC
N/A—2,466-2,466-100%$446.8K———
Snowden Capital Advisors LLC
N/A—2,458-2,458-100%$445.3K———
FAS Wealth Partners, Inc.
N/A—2,400-2,400-100%$434.8K———
CreativeOne Wealth, LLC
N/A—2,367-2,367-100%$428.8K———
Focus Partners Advisor Solutions, LLC
N/A—2,300-2,300-100%$416.6K———
Quantinno Capital Management LP
N/A—2,062-2,062-100%$373.5K———
OneDigital Investment Advisors LLC
N/A—2,037-2,037-100%$369.0K———
Vertex Planning Partners, LLC
N/A—2,010-2,010-100%$364.1K———
Silver OAK Securities, Incorporated
N/A—1,959-1,959-100%$354.9K———
Janney Montgomery Scott LLC
N/A—1,861-1,861-100%$337.0K———
Berger Financial Group, Inc
N/A—1,843-1,843-100%$333.9K———
Dopkins Wealth Management, LLC
N/A—1,720-1,720-100%$311.6K———
Betterment LLC
N/A—1,706-1,706-100%$309.0K———
Brown Advisory Inc
N/A—1,687-1,687-100%$305.6K———
LaSalle St. Investment Advisors, LLC
N/A—1,661-1,661-100%$300.9K———
Waverly Advisors, LLC
N/A—1,653-1,653-100%$299.4K———
Prepared Retirement Institute LLC
N/A—1,611-1,611-100%$291.8K———
Providence Financial Advisors, LLC
N/A—1,591-1,591-100%$288.2K———
Argent Trust Co
N/A—1,558-1,558-100%$282.2K———
PFG Investments, LLC
N/A—1,472-1,472-100%$266.7K———
Meeder Advisory Services, Inc.
N/A—1,457-1,457-100%$263.9K———
NewEdge Wealth, LLC
N/A—1,420-1,420-100%$257.2K———
Equitable Holdings, Inc.
N/A—1,412-1,412-100%$255.8K———
Leavell Investment Management, Inc.
N/A—1,362-1,362-100%$246.7K———
Perennial Investment Advisors, LLC
N/A—1,322-1,322-100%$239.5K———
JPMorgan Chase & Co
N/A—1,295-1,295-100%$233.6K———
Wealthspire Advisors, LLC
N/A—1,289-1,289-100%$233.5K———
Werba Rubin Papier Wealth Management
N/A—1,208-1,208-100%$218.8K———
Bank of Montreal
N/A—1,203-1,203-100%$217.9K———
&partners
N/A—1,179-1,179-100%$213.6K———
Cresset Asset Management, LLC
N/A—1,118-1,118-100%$202.5K———
World Investment Advisors
N/A—1,083-1,083-100%$236.4K———
Geneos Wealth Management Inc.
N/A—930-930-100%$168.5K———
Winch Advisory Services, LLC
N/A—802-802-100%$145.3K———
Arax Advisory Partners
N/A—786-786-100%$142.4K———
Global Retirement Partners, LLC
N/A—754-754-100%$136.6K———
Colonial Trust Co / SC
N/A—601-601-100%$108.9K———
PNC Financial Services Group, Inc.
N/A—570-570-100%$103.3K———
FMR LLC
N/A—486-486-100%$88.0K———
Whittier Trust Co of Nevada Inc
N/A—468-468-100%$86.9K———
Huntington National Bank
N/A—431-431-100%$78.1K———
Continuum Advisory, LLC
N/A—317-317-100%$57.4K———
BFC Planning, Inc.
N/A—300-300-100%$54.3K———
Allworth Financial LP
N/A—220-220-100%$39.9K———
Bank of the Bluegrass & Trust Co.
N/A—206-206-100%$38.4K———
Strategic Wealth Partners, Ltd.
N/A—200-200-100%$36.2K———
Medallion Wealth Advisors, LLC
N/A—200-200-100%$36.2K———
Capital Analysts, LLC
N/A—197-197-100%$27.0K———
Seneschal Advisors, LLC
N/A—193-193-100%$35.0K———
Measured Wealth Private Client Group, LLC
N/A—130-130-100%$23.6K———
Mpwm Advisory Solutions, LLC
N/A—115-115-100%$20.8K———
Parvin Asset Management, LLC
N/A—113-113-100%$20.5K———
Private Wealth Asset Management, LLC
N/A—83-83-100%$15.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—31-31-100%$5.6K———
Keating Financial Advisory Services, Inc.
N/A—15-15-100%$2.7K———
Darwin Wealth Management, LLC
N/A—10-10-100%$1.8K———
Smartleaf Asset Management LLC
N/A—7-7-100%$1.3K———
Showing 281 of 281 institutions