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Abrdn Physical Gold Shares (SGOL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,127,124 from 1,899,023
Change+228,101 (+12%)
Value$84.1M (+$11.5M)
Filed 2026-11-06
Almanack Investment Partners, Llc.
DECREASED
Shares873,189 from 1,050,514
Change-177,325 (-17%)
Value$34.5M (-$5.6M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares723,550 from 669,550
Change+54,000 (+8%)
Value$28.6M (+$3.0M)
Filed 2026-11-03
Advisors Management Group Inc
INCREASED
Shares707,667 from 406,785
Change+300,882 (+74%)
Value$28.0M (+$12.4M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares691,046 from 615,522
Change+75,524 (+12%)
Value$27.3M (+$3.8M)
Filed 2026-11-02
Encompass More Asset Management
INCREASED
Shares496,846 from 495,540
Change+1,306 (+0%)
Value$19.7M (+$710.7K)
Filed 2026-10-16
Towneley Capital Management, Inc / de
DECREASED
Shares494,788 from 498,155
Change-3,367 (-1%)
Value$19.6M (+$529.3K)
Filed 2026-10-09
Bfsg, LLC
DECREASED
Shares492,054 from 501,622
Change-9,568 (-2%)
Value$19.5M (+$288.7K)
Filed 2026-10-30
Ameliora Wealth Management Ltd.
DECREASED
Shares457,369 from 460,484
Change-3,115 (-1%)
Value$18.1M (+$489.2K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares436,550 from 8,581
Change+427,969 (+4987%)
Value$17.3M (+$16.9M)
Filed 2026-11-05
Global View Capital Management LLC
DECREASED
Shares434,528 from 524,023
Change-89,495 (-17%)
Value$17.2M (-$2.8M)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares430,410 from 403,471
Change+26,939 (+7%)
Value$17.0M (+$1.6M)
Filed 2026-10-01
WT Wealth Management
DECREASED
Shares409,254 from 411,067
Change-1,813 (0%)
Value$16.2M (+$474.4K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares361,954 from 368,968
Change-7,014 (-2%)
Value$14.3M (+$213.3K)
Filed 2026-11-06
Blue Trust, Inc.
DECREASED
Shares358,807 from 391,720
Change-32,913 (-8%)
Value$14.2M (-$781.1K)
Filed 2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED
Shares317,706 from 321,721
Change-4,015 (-1%)
Value$12.6M (+$269.1K)
Filed 2026-10-21
180 Wealth Advisors, LLC
INCREASED
Shares314,521 from 312,216
Change+2,305 (+1%)
Value$12.4M (+$506.4K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares292,062 from 283,322
Change+8,740 (+3%)
Value$11.6M (+$722.6K)
Filed 2026-10-14
Fulcrum Wealth Advisors, LLC
INCREASED
Shares286,902 from 267,965
Change+18,937 (+7%)
Value$11.3M (+$1.1M)
Filed 2026-10-16
China Universal Asset Management Co., Ltd.
INCREASED
Shares286,500 from 276,500
Change+10,000 (+4%)
Value$11.4M (+$820.6K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares285,790 from 311,684
Change-25,894 (-8%)
Value$11.3M (-$610.0K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares266,931 from 266,931
Change0 (0%)
Value$10.6M (+$355.0K)
Filed 2026-11-05
Avestar Capital, LLC
INCREASED
Shares260,361 from 241,512
Change+18,849 (+8%)
Value$10.3M (+$1.1M)
Filed 2026-10-28
Cypress Capital, LLC
INCREASED
Shares256,949 from 255,306
Change+1,643 (+1%)
Value$10.2M (+$404.6K)
Filed 2026-10-20
Allen Capital Group, LLC
DECREASED
Shares218,261 from 219,428
Change-1,167 (-1%)
Value$8.6M (+$245.7K)
Filed 2026-10-27
Capital Management Associates, Inc
DECREASED
Shares215,379 from 228,670
Change-13,291 (-6%)
Value$8.5M (-$221.7K)
Filed 2026-10-20
Terra Nova Asset Management LLC
INCREASED
Shares195,743 from 131,151
Change+64,592 (+49%)
Value$7.7M (+$2.7M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares178,564 from 244,324
Change-65,760 (-27%)
Value$7.1M (-$2.3M)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares173,198 from 191,378
Change-18,180 (-9%)
Value$6.9M (-$464.6K)
Filed 2026-10-13
Clear Retirement Advice LLC
INCREASED
Shares161,506 from 146,485
Change+15,021 (+10%)
Value$6.4M (+$789.1K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares153,679 from 153,534
Change+145 (+0%)
Value$6.1M (+$209.9K)
Filed 2026-10-28
Ervin Investment Management, LLC
INCREASED
Shares153,325 from 153,105
Change+220 (+0%)
Value$6.1M (+$212.3K)
Filed 2026-10-23
Kellett Wealth Advisors, LLC
NEW
Shares143,937
Change+143,937
Value$5.7M
Filed 2026-10-15
BCM Advisors, LLC
DECREASED
Shares136,975 from 156,755
Change-19,780 (-13%)
Value$5.1M (-$987.9K)
Filed 2026-11-03
Go Invest LLC
INCREASED
Shares135,974 from 115,884
Change+20,090 (+17%)
Value$5.4M (+$948.9K)
Filed 2026-10-09
Moneco Advisors, LLC
DECREASED
Shares113,501 from 121,068
Change-7,567 (-6%)
Value$4.5M (-$138.3K)
Filed 2026-11-05
Narwhal Capital Management
DECREASED
Shares105,726 from 112,946
Change-7,220 (-6%)
Value$4.2M (-$135.4K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares102,020 from 84,046
Change+17,974 (+21%)
Value$4.0M (+$822.8K)
Filed 2026-11-02
Atlatl Advisers LLC
INCREASED
Shares101,114 from 96,689
Change+4,425 (+5%)
Value$4.0M (+$303.7K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares95,186 from 91,733
Change+3,453 (+4%)
Value$3.7M (+$153.2K)
Filed 2026-10-13
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares94,750 from 94,750
Change0 (0%)
Value$3.7M (+$126.0K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares94,081 from 94,130
Change-49 (0%)
Value$3.7M (+$123.3K)
Filed 2026-10-22
Centurion Wealth Management LLC
INCREASED
Shares93,145 from 92,305
Change+840 (+1%)
Value$3.7M (+$156.0K)
Filed 2026-10-13
Aspect Partners, LLC
INCREASED
Shares92,900 from 76,400
Change+16,500 (+22%)
Value$3.7M (+$754.4K)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares87,678 from 88,736
Change-1,058 (-1%)
Value$3.5M (+$76.2K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED
Shares84,103 from 84,715
Change-612 (-1%)
Value$3.3M (+$88.5K)
Filed 2026-11-02
Global Assets Advisory, LLC
INCREASED
Shares83,203 from 82,828
Change+375 (+0%)
Value$3.3M (+$68.4K)
Filed 2026-10-28
True North Advisors, LLC
INCREASED
Shares76,961 from 76,532
Change+429 (+1%)
Value$3.0M (+$118.8K)
Filed 2026-10-22
Matauro, LLC
DECREASED
Shares74,260 from 76,411
Change-2,151 (-3%)
Value$2.9M (+$16.5K)
Filed 2026-11-03
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares66,975 from 66,975
Change0 (0%)
Value$2.6M (+$89.0K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares62,589 from 72,897
Change-10,308 (-14%)
Value$2.5M (-$310.8K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
DECREASED
Shares62,443 from 69,696
Change-7,253 (-10%)
Value$2.5M (-$194.2K)
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares62,017 from 62,017
Change0 (0%)
Value$2.5M (+$82.5K)
Filed 2026-10-14
Cooper Financial Group
INCREASED
Shares59,757 from 34,316
Change+25,441 (+74%)
Value$2.4M (+$1.1M)
Filed 2026-10-07
Mirabaud & Cie SA
UNCHANGED
Shares57,964 from 57,964
Change0 (0%)
Value$2.3M (+$77.4K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares57,883 from 21,809
Change+36,074 (+165%)
Value$2.3M (+$1.5M)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
DECREASED
Shares57,202 from 58,642
Change-1,440 (-2%)
Value$2.3M (+$21.0K)
Filed 2026-10-29
Xcel Wealth Management, LLC
DECREASED
Shares56,685 from 56,835
Change-150 (0%)
Value$2.2M (+$69.7K)
Filed 2026-10-26
Sheets Smith Wealth Management
INCREASED
Shares55,892 from 55,878
Change+14 (+0%)
Value$2.2M (+$74.9K)
Filed 2026-10-16
Worth Asset Management, LLC
INCREASED
Shares55,034 from 24,135
Change+30,899 (+128%)
Value$2.2M (+$1.3M)
Filed 2026-10-07
Marble Harbor Investment Counsel, LLC
INCREASED
Shares54,600 from 54,350
Change+250 (+0%)
Value$2.2M (+$82.2K)
Filed 2026-11-06
Resonant Capital Advisors, LLC
INCREASED
Shares50,481 from 49,498
Change+983 (+2%)
Value$2.0M (+$104.7K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares50,094 from 52,629
Change-2,535 (-5%)
Value$2.0M (-$30.3K)
Filed 2026-10-16
Legacy Wealth Asset Management, LLC
DECREASED
Shares48,573 from 53,649
Change-5,076 (-9%)
Value$1.9M (-$129.5K)
Filed 2026-10-09
Plan Group Financial, LLC
DECREASED
Shares46,800 from 50,600
Change-3,800 (-8%)
Value$1.8M (-$99.9K)
Filed 2026-10-22
Arta Finance Wealth Management LLC
INCREASED
Shares46,491 from 46,117
Change+374 (+1%)
Value$1.8M (+$76.1K)
Filed 2026-10-28
BOS Asset Management, LLC
DECREASED
Shares41,982 from 55,958
Change-13,976 (-25%)
Value$1.7M (-$478.5K)
Filed 2026-10-09
LFG Wealth Partners, LLC
INCREASED
Shares40,399 from 33,448
Change+6,951 (+21%)
Value$1.6M (+$319.5K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
INCREASED
Shares40,340 from 38,770
Change+1,570 (+4%)
Value$1.6M (+$113.7K)
Filed 2026-10-09
Alpine Bank Wealth Management
UNCHANGED
Shares38,000 from 38,000
Change0 (0%)
Value$1.5M (+$50.5K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares37,307 from 36,931
Change+376 (+1%)
Value$1.5M (+$64.0K)
Filed 2026-11-05
Anson Capital, Inc.
INCREASED
Shares36,133 from 34,027
Change+2,106 (+6%)
Value$1.4M (+$128.6K)
Filed 2026-10-23
Mather Group, Llc.
DECREASED
Shares36,038 from 36,085
Change-47 (0%)
Value$1.4M (+$46.1K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares33,306 from 25,283
Change+8,023 (+32%)
Value$1.3M (+$351.0K)
Filed 2026-10-08
White Lighthouse Investment Management Inc.
INCREASED
Shares31,892 from 30,682
Change+1,210 (+4%)
Value$1.3M (+$88.7K)
Filed 2026-10-21
HB Wealth Management, LLC
UNCHANGED
Shares31,310 from 31,310
Change0 (0%)
Value$1.2M (+$41.6K)
Filed 2026-10-23
Blue Capital, Inc.
INCREASED
Shares31,038 from 28,541
Change+2,497 (+9%)
Value$1.2M (+$136.8K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares29,740 from 29,580
Change+160 (+1%)
Value$1.2M (+$45.7K)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares27,763 from 27,763
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-06
Roman Butler Fullerton & Co
INCREASED
Shares25,715 from 25,416
Change+299 (+1%)
Value$1.0M (+$45.4K)
Filed 2026-10-27
EPG Wealth Management LLC
UNCHANGED
Shares25,208 from 25,208
Change0 (0%)
Value$997.2K (+$33.5K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares25,054 from 30,262
Change-5,208 (-17%)
Value$991.1K (-$165.8K)
Filed 2026-10-08
Chicago Capital, LLC
UNCHANGED
Shares24,740 from 24,740
Change0 (0%)
Value$978.7K (+$32.9K)
Filed 2026-10-13
Wolff Wiese Magana LLC
INCREASED
Shares24,426 from 23,856
Change+570 (+2%)
Value$966.3K (+$54.3K)
Filed 2026-10-15
Upper Left Wealth Management, LLC
DECREASED
Shares24,060 from 31,740
Change-7,680 (-24%)
Value$951.8K (-$261.6K)
Filed 2026-10-14
Stapp Wealth Management, Pllc
DECREASED
Shares23,632 from 24,869
Change-1,237 (-5%)
Value$934.9K (-$15.9K)
Filed 2026-10-15
Bay Capital Advisors, LLC
DECREASED
Shares23,471 from 25,162
Change-1,691 (-7%)
Value$928.5K (-$33.4K)
Filed 2026-10-16
XML Financial, LLC
UNCHANGED
Shares23,400 from 23,400
Change0 (0%)
Value$925.7K (+$31.1K)
Filed 2026-10-29
Mission Financial Group, LLC
INCREASED
Shares22,444 from 19,446
Change+2,998 (+15%)
Value$887.9K (+$144.5K)
Filed 2026-10-21
Pegasus Asset Management, Inc.
INCREASED
Shares22,265 from 21,935
Change+330 (+2%)
Value$880.8K (+$42.2K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares20,057 from 18,607
Change+1,450 (+8%)
Value$793.5K (+$82.1K)
Filed 2026-10-19
Paragon Private Wealth Management, LLC
DECREASED
Shares19,985 from 31,537
Change-11,552 (-37%)
Value$790.6K (-$415.1K)
Filed 2026-10-20
Seven Post Investment Office LP
DECREASED
Shares19,319 from 20,093
Change-774 (-4%)
Value$764.3K (-$3.9K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares18,993 from 17,989
Change+1,004 (+6%)
Value$751.4K (+$63.6K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares18,813 from 16,511
Change+2,302 (+14%)
Value$744.2K (+$113.0K)
Filed 2026-10-30
Leelyn Smith, LLC
DECREASED
Shares18,029 from 23,325
Change-5,296 (-23%)
Value$713.2K (-$178.5K)
Filed 2026-11-03
Simplex Trading, LLC
NEW
Shares17,436
Change+17,436
Value$689.8K
Filed 2026-11-04
Elevate Capital Advisors, LLC
DECREASED
Shares17,417 from 20,310
Change-2,893 (-14%)
Value$689.0K (-$87.4K)
Filed 2026-11-02
Penbrook Management LLC
UNCHANGED
Shares17,080 from 17,080
Change0 (0%)
Value$675.7K (+$22.7K)
Filed 2026-10-16
Cooper S Advisors, LLC
UNCHANGED
Shares17,002 from 17,002
Change0 (0%)
Value$672.6K (+$22.6K)
Filed 2026-11-03
Eagle Bay Advisors LLC
INCREASED
Shares16,985 from 16,691
Change+294 (+2%)
Value$671.9K (+$33.8K)
Filed 2026-10-16
Key Client Fiduciary Advisors, LLC
INCREASED
Shares16,198 from 15,398
Change+800 (+5%)
Value$640.8K (+$52.1K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
UNCHANGED
Shares16,175 from 16,175
Change0 (0%)
Value$639.9K (+$21.5K)
Filed 2026-10-22
Argyle Capital Partners, LLC
INCREASED
Shares16,108 from 15,957
Change+151 (+1%)
Value$637.2K (+$27.2K)
Filed 2026-10-23
Cutler Investment Counsel LLC
UNCHANGED
Shares15,636 from 15,636
Change0 (0%)
Value$618.6K (+$20.8K)
Filed 2026-10-28
Trust Co of Toledo NA
DECREASED
Shares15,508 from 34,953
Change-19,445 (-56%)
Value$613.5K (-$722.8K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares15,450 from 12,872
Change+2,578 (+20%)
Value$611.2K (+$119.1K)
Filed 2026-10-16
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares15,302 from 15,302
Change0 (0%)
Value$605.3K (+$20.4K)
Filed 2026-10-14
Financial Designs Corp
INCREASED
Shares15,170 from 15,150
Change+20 (+0%)
Value$600.1K (+$20.9K)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares14,832 from 16,033
Change-1,201 (-7%)
Value$586.8K (-$26.2K)
Filed 2026-10-15
Madson Wealth Advisors Inc
UNCHANGED
Shares14,800 from 14,800
Change0 (0%)
Value$585.5K (+$19.7K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares14,247 from 13,569
Change+678 (+5%)
Value$563.6K (+$44.9K)
Filed 2026-11-06
Northland Securities, Inc.
INCREASED
Shares14,157 from 9,766
Change+4,391 (+45%)
Value$560.1K (+$186.7K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares13,886 from 18,097
Change-4,211 (-23%)
Value$549.3K (-$142.5K)
Filed 2026-11-04
Nikulski Financial, Inc.
DECREASED
Shares13,808 from 16,421
Change-2,613 (-16%)
Value$546.2K (-$81.5K)
Filed 2026-11-06
City Center Advisors, LLC
INCREASED
Shares13,803 from 12,128
Change+1,675 (+14%)
Value$546.0K (+$82.4K)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares13,306 from 12,302
Change+1,004 (+8%)
Value$518.0K (+$47.7K)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
UNCHANGED
Shares13,197 from 13,197
Change0 (0%)
Value$520.4K (+$9.6K)
Filed 2026-10-21
Bison Wealth, LLC
DECREASED
Shares13,144 from 15,867
Change-2,723 (-17%)
Value$521.6K (-$107.6K)
Filed 2026-10-13
Timonier Family Office, Ltd.
INCREASED
Shares13,074 from 11,153
Change+1,921 (+17%)
Value$517.2K (+$90.8K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares13,018 from 13,018
Change0 (0%)
Value$515.0K (+$17.3K)
Filed 2026-10-13
Independence Bank of Kentucky
UNCHANGED
Shares12,950 from 12,950
Change0 (0%)
Value$512.3K (+$17.2K)
Filed 2026-10-26
AWM Capital, LLC
UNCHANGED
Shares12,794 from 12,794
Change0 (0%)
Value$506.1K (+$17.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares12,578 from 12,629
Change-51 (0%)
Value$490.9K (+$8.1K)
Filed 2026-10-15
Blueprint Investment Partners LLC
DECREASED
Shares12,492 from 12,551
Change-59 (0%)
Value$494.2K (+$14.4K)
Filed 2026-10-28
Lido Advisors, LLC
NEW
Shares12,392
Change+12,392
Value$490.2K
Filed 2026-11-04
Pacific Park Financial, Inc.
INCREASED
Shares12,143 from 11,988
Change+155 (+1%)
Value$480.4K (+$22.1K)
Filed 2026-10-13
Family Capital Trust Co
UNCHANGED
Shares12,100 from 12,100
Change0 (0%)
Value$478.7K (+$16.2K)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares12,050 from 17,000
Change-4,950 (-29%)
Value$476.7K (-$173.2K)
Filed 2026-11-05
Capital Investment Counsel, LLC
INCREASED
Shares11,997 from 6,287
Change+5,710 (+91%)
Value$474.6K (+$234.2K)
Filed 2026-10-14
ETF Store, Inc.
INCREASED
Shares11,997 from 11,949
Change+48 (+0%)
Value$474.6K (+$17.8K)
Filed 2026-10-19
Financial Insights, Inc.
INCREASED
Shares11,974 from 10,318
Change+1,656 (+16%)
Value$473.7K (+$79.2K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares11,843 from 11,843
Change0 (0%)
Value$468.5K (+$15.8K)
Filed 2026-10-27
CWC Advisors, Llc.
INCREASED
Shares11,714 from 11,433
Change+281 (+2%)
Value$463.4K (+$26.3K)
Filed 2026-10-15
D.A. Davidson & Co.
DECREASED
Shares11,519 from 17,642
Change-6,123 (-35%)
Value$455.7K (-$218.8K)
Filed 2026-10-28
Cordoba Advisory Partners LLC
UNCHANGED
Shares11,358 from 11,358
Change0 (0%)
Value$449.3K (+$15.1K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares11,305 from 11,006
Change+299 (+3%)
Value$447.2K (+$26.5K)
Filed 2026-10-13
Firestone Capital Management
INCREASED
Shares11,298 from 8,511
Change+2,787 (+33%)
Value$446.9K (+$121.6K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares11,078
Change+11,078
Value$446.3K
Filed 2026-11-03
Mayfair Advisory Group, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$435.2K (+$10.7K)
Filed 2026-10-20
LB Partners LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$435.2K (+$14.6K)
Filed 2026-11-05
Blueprint Financial Advisors LLC
UNCHANGED
Shares10,934 from 10,934
Change0 (0%)
Value$432.5K (+$14.5K)
Filed 2026-10-28
Grove Bank & Trust
UNCHANGED
Shares10,856 from 10,856
Change0 (0%)
Value$429.5K (+$14.4K)
Filed 2026-10-08
Cardinal Point Capital Management ULC
DECREASED
Shares10,804 from 10,892
Change-88 (-1%)
Value$427.4K (+$11.0K)
Filed 2026-10-21
Asset Advisors Investment Management, LLC
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$427.2K (+$14.4K)
Filed 2026-10-19
Transce3nd, LLC
NEW
Shares10,787
Change+10,787
Value$424.4K
Filed 2026-10-26
Savant Capital, LLC
UNCHANGED
Shares10,766 from 10,766
Change0 (0%)
Value$425.9K (+$14.3K)
Filed 2026-11-06
Vontobel Holding Ltd.
NEW
Shares10,650
Change+10,650
Value$421.3K
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares10,539 from 11,389
Change-850 (-7%)
Value$416.9K (-$18.5K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares10,316 from 10,316
Change0 (0%)
Value$408.1K (+$13.7K)
Filed 2026-11-03
Goldstein Advisors, LLC
INCREASED
Shares10,119 from 5,720
Change+4,399 (+77%)
Value$400.3K (+$181.6K)
Filed 2026-10-15
Curtis Advisory Group, LLC
UNCHANGED
Shares9,780 from 9,780
Change0 (0%)
Value$386.9K (+$13.0K)
Filed 2026-10-28
West Branch Capital LLC
DECREASED
Shares9,428 from 10,178
Change-750 (-7%)
Value$373.0K (-$16.1K)
Filed 2026-10-20
Capital Wealth Alliance, LLC
DECREASED
Shares9,380 from 9,594
Change-214 (-2%)
Value$371.1K (+$4.3K)
Filed 2026-10-20
Skyline Advisors, Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$356.0K (+$12.0K)
Filed 2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED
Shares8,970 from 8,970
Change0 (0%)
Value$354.9K (+$11.9K)
Filed 2026-10-15
Curry Webb Wealth Management LLC
UNCHANGED
Shares8,876 from 8,876
Change0 (0%)
Value$339.3K ($0)
Filed 2026-10-22
KCM Investment Advisors LLC
UNCHANGED
Shares8,850 from 8,850
Change0 (0%)
Value$350.1K (+$11.8K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares8,695 from 11,835
Change-3,140 (-27%)
Value$344.0K (-$108.5K)
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares8,514
Change+8,514
Value$336.8K
Filed 2026-10-29
Valeo Financial Advisors, LLC
INCREASED
Shares8,493 from 6,850
Change+1,643 (+24%)
Value$336.0K (+$74.1K)
Filed 2026-10-08
WealthPlan Investment Management, LLC
DECREASED
Shares8,452 from 13,779
Change-5,327 (-39%)
Value$334.4K (-$192.4K)
Filed 2026-10-15
Castleview Partners, LLC
NEW
Shares8,314
Change+8,314
Value$328.9K
Filed 2026-10-09
Blvd Private Wealth, LLC
UNCHANGED
Shares8,215 from 8,215
Change0 (0%)
Value$325.0K (+$10.9K)
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares8,142 from 8,142
Change0 (0%)
Value$322.1K (+$10.8K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares8,131 from 8,090
Change+41 (+1%)
Value$321.7K (+$12.4K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares8,058 from 12,515
Change-4,457 (-36%)
Value$318.8K (-$159.7K)
Filed 2026-11-06
Channing Global Advisors, LLC
UNCHANGED
Shares7,967 from 7,967
Change0 (0%)
Value$315.2K (+$10.6K)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares7,875 from 9,722
Change-1,847 (-19%)
Value$311.5K (-$60.1K)
Filed 2026-10-21
Paragon Advisors, LLC
UNCHANGED
Shares7,841 from 7,841
Change0 (0%)
Value$310.2K (+$10.4K)
Filed 2026-11-03
Strategic Blueprint, LLC
UNCHANGED
Shares7,832 from 7,832
Change0 (0%)
Value$309.9K (+$10.4K)
Filed 2026-10-22
Larson Financial Group LLC
UNCHANGED
Shares7,823 from 7,823
Change0 (0%)
Value$309.5K (+$10.4K)
Filed 2026-11-05
One Way Holdings LLC
NEW
Shares7,757
Change+7,757
Value$306.9K
Filed 2026-10-29
Independent Wealth Network Inc.
DECREASED
Shares7,746 from 7,837
Change-91 (-1%)
Value$306.4K (+$6.8K)
Filed 2026-10-19
Silver Lake Advisory, LLC
UNCHANGED
Shares7,717 from 7,717
Change0 (0%)
Value$305.3K (+$10.3K)
Filed 2026-10-22
Castle Rock Wealth Management, LLC
DECREASED
Shares7,716 from 7,767
Change-51 (-1%)
Value$306.2K (+$7.5K)
Filed 2026-10-09
Hudock, Inc.
UNCHANGED
Shares7,705 from 7,705
Change0 (0%)
Value$304.8K (+$10.2K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares7,529 from 6,409
Change+1,120 (+17%)
Value$297.8K (+$52.8K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
UNCHANGED
Shares7,406 from 7,406
Change0 (0%)
Value$293.0K (+$9.9K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
NEW
Shares7,245
Change+7,245
Value$286.6K
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares7,184 from 7,184
Change0 (0%)
Value$284.2K (+$9.6K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares6,918
Change+6,918
Value$273.7K
Filed 2026-10-28
Tcfg Investment Advisors, LLC
UNCHANGED
Shares6,899 from 6,899
Change0 (0%)
Value$272.9K (+$9.2K)
Filed 2026-10-20
New Wave Wealth Advisors LLC
INCREASED
Shares6,842 from 5,784
Change+1,058 (+18%)
Value$271.1K (+$50.0K)
Filed 2026-10-19
Carnegie Investment Counsel
NEW
Shares6,797
Change+6,797
Value$268.9K
Filed 2026-10-20
Carolina Wealth Management Inc
UNCHANGED
Shares6,718 from 6,718
Change0 (0%)
Value$265.8K (+$8.9K)
Filed 2026-10-29
Clearstead Advisors, LLC
UNCHANGED
Shares6,655 from 6,655
Change0 (0%)
Value$263.3K (+$8.9K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares6,545 from 6,545
Change0 (0%)
Value$258.9K (+$8.7K)
Filed 2026-11-05
Fisher Asset Management, LLC
NEW
Shares6,510
Change+6,510
Value$257.5K
Filed 2026-11-06
Tucker Asset Management LLC
INCREASED
Shares6,489 from 5,421
Change+1,068 (+20%)
Value$256.7K (+$49.5K)
Filed 2026-10-29
Sage Rhino Capital LLC
UNCHANGED
Shares6,425 from 6,425
Change0 (0%)
Value$254.2K (+$8.5K)
Filed 2026-10-28
Southern Capital Advisors, LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$253.2K (+$8.5K)
Filed 2026-10-26
Urban Wealth Management, LLC
UNCHANGED
Shares6,337 from 6,337
Change0 (0%)
Value$250.7K (+$8.4K)
Filed 2026-10-21
Collective Family Office LLC
INCREASED
Shares6,213 from 6,173
Change+40 (+1%)
Value$245.8K (+$9.8K)
Filed 2026-10-05
Wesbanco Bank Inc
DECREASED
Shares6,175 from 14,346
Change-8,171 (-57%)
Value$244.3K (-$304.2K)
Filed 2026-11-04
First Business Financial Services, Inc.
UNCHANGED
Shares6,096 from 6,096
Change0 (0%)
Value$241.2K (+$8.1K)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares6,076 from 21,776
Change-15,700 (-72%)
Value$240.4K (-$592.1K)
Filed 2026-10-22
Park Avenue Securities LLC
UNCHANGED
Shares5,988 from 5,988
Change0 (0%)
Value$237.0K (+$8.0K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares5,887 from 5,917
Change-30 (-1%)
Value$232.9K (+$6.7K)
Filed 2026-11-04
Heck Capital Advisors, LLC
NEW
Shares5,797
Change+5,797
Value$229.3K
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares5,707 from 5,773
Change-66 (-1%)
Value$225.8K (+$5.1K)
Filed 2026-10-28
Verity Asset Management, Inc.
INCREASED
Shares5,455 from 5,420
Change+35 (+1%)
Value$215.8K (+$8.6K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
NEW
Shares5,440
Change+5,440
Value$215.2K
Filed 2026-10-16
Pinkerton Wealth, LLC
DECREASED
Shares5,420 from 10,796
Change-5,376 (-50%)
Value$214.4K (-$267.3K)
Filed 2026-10-29
Net Worth Advisory Group
NEW
Shares5,407
Change+5,407
Value$214.9K
Filed 2026-10-20
Index Fund Advisors, Inc.
UNCHANGED
Shares5,406 from 5,406
Change0 (0%)
Value$213.9K (+$7.2K)
Filed 2026-11-05
Optivise Advisory Services LLC
UNCHANGED
Shares5,385 from 5,385
Change0 (0%)
Value$213.0K (+$7.2K)
Filed 2026-10-19
Certified Advisory Corp
UNCHANGED
Shares5,364 from 5,364
Change0 (0%)
Value$212.2K (+$7.1K)
Filed 2026-10-29
AlphaCore Capital LLC
NEW
Shares5,170
Change+5,170
Value$204.5K
Filed 2026-11-04
Cypress Point Wealth Management, LLC
NEW
Shares5,159
Change+5,159
Value$204.1K
Filed 2026-11-03
True Freedom Investing, LLC
DECREASED
Shares5,155 from 7,349
Change-2,194 (-30%)
Value$203.9K (-$124.0K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
NEW
Shares5,067
Change+5,067
Value$200.5K
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares4,661 from 4,661
Change0 (0%)
Value$184.4K (+$6.2K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares4,524 from 4,619
Change-95 (-2%)
Value$179.0K (+$2.4K)
Filed 2026-11-06
Albion Financial Group
UNCHANGED
Shares4,220 from 4,220
Change0 (0%)
Value$166.9K (+$5.6K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares3,820 from 3,820
Change0 (0%)
Value$151.1K (+$5.1K)
Filed 2026-10-23
Centerpoint Advisors, LLC
UNCHANGED
Shares3,224 from 3,224
Change0 (0%)
Value$128.0K (+$5.0K)
Filed 2026-11-05
Security National Bank
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$108.8K (+$3.7K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares2,715 from 55,331
Change-52,616 (-95%)
Value$107.4K (-$2.0M)
Filed 2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,647 from 2,647
Change0 (0%)
Value$104.7K (+$3.5K)
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares2,561 from 2,561
Change0 (0%)
Value$101.3K (+$3.4K)
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$92.8K (+$3.1K)
Filed 2026-10-28
First Pacific Financial
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$90.6K (+$3.0K)
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares2,258 from 30,133
Change-27,875 (-93%)
Value$89.3K (-$1.1M)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares2,237 from 2,237
Change0 (0%)
Value$88.5K (+$3.0K)
Filed 2026-10-30
Center for Financial Planning, Inc.
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$83.1K (+$2.8K)
Filed 2026-10-26
High Point Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$79.1K (+$2.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
NEW
Shares1,817
Change+1,817
Value$72.3K
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$71.3K (+$2.4K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$53.4K (+$1.8K)
Filed 2026-10-09
UMB Bank, n.a.
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$51.5K (+$1.7K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$49.6K (+$1.7K)
Filed 2026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$49.5K (+$1.7K)
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares1,190
Change+1,190
Value$47.1K
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$45.3K (+$1.5K)
Filed 2026-10-05
Mainstream Capital Management LLC
NEW
Shares1,061
Change+1,061
Value$42.0K
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$30.0K (+$1.0K)
Filed 2026-11-04
Decker Retirement Planning Inc.
DECREASED
Shares684 from 43,056
Change-42,372 (-98%)
Value$27.1K (-$1.6M)
Filed 2026-10-19
Lanark Financial, Inc.
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$25.5K (+$858)
Filed 2026-10-26
Lodestone Wealth Management LLC
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$21.3K (+$717)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$19.1K (+$644)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares469 from 197
Change+272 (+138%)
Value$18.6K (+$11.0K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$17.4K (+$584)
Filed 2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$16.3K (+$550)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$16.3K (+$548)
Filed 2026-10-26
Madden Securities Corp
NEW
Shares405
Change+405
Value$16.0K
Filed 2026-10-27
IAG Wealth Partners, LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$15.7K (+$526)
Filed 2026-11-06
DT Investment Partners, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$14.8K (+$498)
Filed 2026-10-27
Pittenger & Anderson Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$13.8K (+$465)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares321 from 896
Change-575 (-64%)
Value$12.7K (-$21.6K)
Filed 2026-10-20
Zions Bancorporation, National Association
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$11.0K (+$371)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares220
Change+220
Value$8.7K
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$8.3K (+$278)
Filed 2026-10-26
Tsfg, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8 ($0)
Filed 2026-10-23
Pathway Financial Advisers, LLC
NEW
Shares190
Change+190
Value$7.5K
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$7.2K (+$243)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$6.9K (+$225)
Filed 2026-10-09
GS Investments, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$4.9K (+$164)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$4.5K (+$151)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$4.5K (+$151)
Filed 2026-10-27
Signaturefd, LLC
DECREASED
Shares108 from 741
Change-633 (-85%)
Value$4.3K (-$24.1K)
Filed 2026-10-23
Avion Wealth
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Accordant Advisory Group Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (+$133)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$3.6K (+$121)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (+$40)
Filed 2026-10-13
American Capital Advisory, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.1K (+$36)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
NEW
Shares8
Change+8
Value$318
Filed 2026-10-27
New Harbor Financial Group, LLC
CLOSED
Shares0 from 185,905
Change-185,905 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-22
Financial & Tax Architects, LLC
CLOSED
Shares0 from 29,488
Change-29,488 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Wedbush Securities Inc
CLOSED
Shares0 from 18,618
Change-18,618 (-100%)
Value$0 (-$712.0K)
Filed 2026-10-22
Mission Wealth Management, LP
CLOSED
Shares0 from 16,833
Change-16,833 (-100%)
Value$0 (-$643.5K)
Filed 2026-10-15
Prospera Financial Services Inc
CLOSED
Shares0 from 10,059
Change-10,059 (-100%)
Value$0 (-$384.6K)
Filed 2026-11-04
Fifth Third Securities, Inc.
CLOSED
Shares0 from 9,268
Change-9,268 (-100%)
Value$0 (-$354.3K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 8,277
Change-8,277 (-100%)
Value$0 (-$316.4K)
Filed 2026-10-21
Wedmont Private Capital
CLOSED
Shares0 from 5,253
Change-5,253 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-09
Trust Co
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$47.8K)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-14
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.4M (+$271.5K)
Filed 2026-10-29
Metis Global Partners, LLC
N/A
Shares— from 7,792,850
Change-7,792,850 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,958,333
Change-6,958,333 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,380,464
Change-3,380,464 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,852,930
Change-2,852,930 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,317,629
Change-2,317,629 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,733,447
Change-1,733,447 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,566,338
Change-1,566,338 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 966,282
Change-966,282 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 928,068
Change-928,068 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 695,666
Change-695,666 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 644,220
Change-644,220 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 633,001
Change-633,001 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 611,292
Change-611,292 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 604,978
Change-604,978 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 597,450
Change-597,450 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 554,175
Change-554,175 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 552,145
Change-552,145 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 483,018
Change-483,018 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 463,007
Change-463,007 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 360,880
Change-360,880 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 337,082
Change-337,082 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 333,575
Change-333,575 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 326,883
Change-326,883 (-100%)
Value—
Mountain Lake Investment Management LLC
N/A
Shares— from 324,355
Change-324,355 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 311,808
Change-311,808 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 305,941
Change-305,941 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 303,907
Change-303,907 (-100%)
Value—
Guardian Point Capital, LP
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 299,341
Change-299,341 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 286,636
Change-286,636 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 268,201
Change-268,201 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 260,026
Change-260,026 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 256,987
Change-256,987 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 253,156
Change-253,156 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 239,696
Change-239,696 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 237,105
Change-237,105 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 231,691
Change-231,691 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 166,110
Change-166,110 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 165,848
Change-165,848 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 165,410
Change-165,410 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 164,705
Change-164,705 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 161,221
Change-161,221 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 149,878
Change-149,878 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 147,686
Change-147,686 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 146,239
Change-146,239 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 138,405
Change-138,405 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 127,345
Change-127,345 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 126,335
Change-126,335 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 123,155
Change-123,155 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 122,660
Change-122,660 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 120,423
Change-120,423 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 116,948
Change-116,948 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 115,136
Change-115,136 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 114,311
Change-114,311 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 111,678
Change-111,678 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 107,937
Change-107,937 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 106,936
Change-106,936 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 103,618
Change-103,618 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 103,048
Change-103,048 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 102,536
Change-102,536 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 96,681
Change-96,681 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 92,517
Change-92,517 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 86,895
Change-86,895 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 86,301
Change-86,301 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 83,754
Change-83,754 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 82,719
Change-82,719 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 80,701
Change-80,701 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 69,974
Change-69,974 (-100%)
Value—
Stephens Inc
N/A
Shares— from 62,890
Change-62,890 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 62,504
Change-62,504 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 59,820
Change-59,820 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 59,458
Change-59,458 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 57,164
Change-57,164 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 55,638
Change-55,638 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 51,797
Change-51,797 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 51,114
Change-51,114 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 51,006
Change-51,006 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 50,037
Change-50,037 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 48,150
Change-48,150 (-100%)
Value—
Commerce Bank
N/A
Shares— from 47,097
Change-47,097 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 46,732
Change-46,732 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 42,846
Change-42,846 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 41,773
Change-41,773 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 41,234
Change-41,234 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 40,984
Change-40,984 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 40,001
Change-40,001 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 36,929
Change-36,929 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 34,550
Change-34,550 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,560
Change-33,560 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 32,992
Change-32,992 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 32,707
Change-32,707 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,231
Change-32,231 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 31,819
Change-31,819 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,764
Change-31,764 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,510
Change-31,510 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,197
Change-31,197 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 30,814
Change-30,814 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 30,517
Change-30,517 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 30,069
Change-30,069 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 29,340
Change-29,340 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 28,673
Change-28,673 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 27,575
Change-27,575 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 27,524
Change-27,524 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 26,658
Change-26,658 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 26,206
Change-26,206 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 25,638
Change-25,638 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 25,545
Change-25,545 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 25,244
Change-25,244 (-100%)
Value—
Betterment LLC
N/A
Shares— from 24,815
Change-24,815 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 24,644
Change-24,644 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 23,760
Change-23,760 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 23,511
Change-23,511 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 21,903
Change-21,903 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 21,851
Change-21,851 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 21,153
Change-21,153 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 20,873
Change-20,873 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 20,737
Change-20,737 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 20,220
Change-20,220 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 20,021
Change-20,021 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 19,608
Change-19,608 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,543
Change-19,543 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,346
Change-19,346 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,128
Change-19,128 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 18,806
Change-18,806 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 17,841
Change-17,841 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,711
Change-16,711 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 16,468
Change-16,468 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 15,987
Change-15,987 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14,972
Change-14,972 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,810
Change-14,810 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,152
Change-14,152 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 12,950
Change-12,950 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,905
Change-12,905 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 12,370
Change-12,370 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,229
Change-12,229 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,209
Change-12,209 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,807
Change-11,807 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,539
Change-11,539 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,879
Change-10,879 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 10,686
Change-10,686 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 10,677
Change-10,677 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,470
Change-10,470 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 9,629
Change-9,629 (-100%)
Value—
&partners
N/A
Shares— from 9,576
Change-9,576 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,519
Change-9,519 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 8,238
Change-8,238 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,131
Change-8,131 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 7,443
Change-7,443 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 849
Change-849 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 835
Change-835 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 800
Change-800 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 600
Change-600 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 473
Change-473 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 330
Change-330 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 315
Change-315 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 150
Change-150 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 78
Change-78 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 47
Change-47 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,127,1241,899,023+228,101+12%$72.6M$84.1M+$11.5M2026-11-06
Almanack Investment Partners, Llc.
DECREASED873,1891,050,514-177,325-17%$40.2M$34.5M-$5.6M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED723,550669,550+54,000+8%$25.6M$28.6M+$3.0M2026-11-03
Advisors Management Group Inc
INCREASED707,667406,785+300,882+74%$15.6M$28.0M+$12.4M2026-11-05
Kestra Advisory Services, LLC
INCREASED691,046615,522+75,524+12%$23.5M$27.3M+$3.8M2026-11-02
Encompass More Asset Management
INCREASED496,846495,540+1,306+0%$18.9M$19.7M+$710.7K2026-10-16
Towneley Capital Management, Inc / de
DECREASED494,788498,155-3,367-1%$19.0M$19.6M+$529.3K2026-10-09
Bfsg, LLC
DECREASED492,054501,622-9,568-2%$19.2M$19.5M+$288.7K2026-10-30
Ameliora Wealth Management Ltd.
DECREASED457,369460,484-3,115-1%$17.6M$18.1M+$489.2K2026-10-23
Thrivent Financial for Lutherans
INCREASED436,5508,581+427,969+4987%$328.0K$17.3M+$16.9M2026-11-05
Global View Capital Management LLC
DECREASED434,528524,023-89,495-17%$20.0M$17.2M-$2.8M2026-10-28
Stonebridge Financial Group, LLC
INCREASED430,410403,471+26,939+7%$15.4M$17.0M+$1.6M2026-10-01
WT Wealth Management
DECREASED409,254411,067-1,8130%$15.7M$16.2M+$474.4K2026-10-13
Merit Financial Group, LLC
DECREASED361,954368,968-7,014-2%$14.1M$14.3M+$213.3K2026-11-06
Blue Trust, Inc.
DECREASED358,807391,720-32,913-8%$15.0M$14.2M-$781.1K2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED317,706321,721-4,015-1%$12.3M$12.6M+$269.1K2026-10-21
180 Wealth Advisors, LLC
INCREASED314,521312,216+2,305+1%$11.9M$12.4M+$506.4K2026-11-03
Focus Financial Network, Inc.
INCREASED292,062283,322+8,740+3%$10.8M$11.6M+$722.6K2026-10-14
Fulcrum Wealth Advisors, LLC
INCREASED286,902267,965+18,937+7%$10.2M$11.3M+$1.1M2026-10-16
China Universal Asset Management Co., Ltd.
INCREASED286,500276,500+10,000+4%$10.6M$11.4M+$820.6K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED285,790311,684-25,894-8%$11.9M$11.3M-$610.0K2026-11-02
US Bancorp \de\
UNCHANGED266,931266,93100%$10.2M$10.6M+$355.0K2026-11-05
Avestar Capital, LLC
INCREASED260,361241,512+18,849+8%$9.2M$10.3M+$1.1M2026-10-28
Cypress Capital, LLC
INCREASED256,949255,306+1,643+1%$9.8M$10.2M+$404.6K2026-10-20
Allen Capital Group, LLC
DECREASED218,261219,428-1,167-1%$8.4M$8.6M+$245.7K2026-10-27
Capital Management Associates, Inc
DECREASED215,379228,670-13,291-6%$8.7M$8.5M-$221.7K2026-10-20
Terra Nova Asset Management LLC
INCREASED195,743131,151+64,592+49%$5.0M$7.7M+$2.7M2026-10-13
Commonwealth Equity Services, LLC
DECREASED178,564244,324-65,760-27%$9.3M$7.1M-$2.3M2026-11-02
Fiduciary Alliance LLC
DECREASED173,198191,378-18,180-9%$7.3M$6.9M-$464.6K2026-10-13
Clear Retirement Advice LLC
INCREASED161,506146,485+15,021+10%$5.6M$6.4M+$789.1K2026-10-22
Choreo, LLC
INCREASED153,679153,534+145+0%$5.9M$6.1M+$209.9K2026-10-28
Ervin Investment Management, LLC
INCREASED153,325153,105+220+0%$5.9M$6.1M+$212.3K2026-10-23
Kellett Wealth Advisors, LLC
NEW143,937—+143,937——$5.7M—2026-10-15
BCM Advisors, LLC
DECREASED136,975156,755-19,780-13%$6.0M$5.1M-$987.9K2026-11-03
Go Invest LLC
INCREASED135,974115,884+20,090+17%$4.4M$5.4M+$948.9K2026-10-09
Moneco Advisors, LLC
DECREASED113,501121,068-7,567-6%$4.6M$4.5M-$138.3K2026-11-05
Narwhal Capital Management
DECREASED105,726112,946-7,220-6%$4.3M$4.2M-$135.4K2026-11-04
Creative Planning
INCREASED102,02084,046+17,974+21%$3.2M$4.0M+$822.8K2026-11-02
Atlatl Advisers LLC
INCREASED101,11496,689+4,425+5%$3.7M$4.0M+$303.7K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED95,18691,733+3,453+4%$3.6M$3.7M+$153.2K2026-10-13
Eurizon Asset Management Hungary Ltd.
UNCHANGED94,75094,75000%$3.6M$3.7M+$126.0K2026-11-06
Brookstone Capital Management
DECREASED94,08194,130-490%$3.6M$3.7M+$123.3K2026-10-22
Centurion Wealth Management LLC
INCREASED93,14592,305+840+1%$3.5M$3.7M+$156.0K2026-10-13
Aspect Partners, LLC
INCREASED92,90076,400+16,500+22%$2.9M$3.7M+$754.4K2026-10-20
Compound Planning, Inc.
DECREASED87,67888,736-1,058-1%$3.4M$3.5M+$76.2K2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED84,10384,715-612-1%$3.2M$3.3M+$88.5K2026-11-02
Global Assets Advisory, LLC
INCREASED83,20382,828+375+0%$3.2M$3.3M+$68.4K2026-10-28
True North Advisors, LLC
INCREASED76,96176,532+429+1%$2.9M$3.0M+$118.8K2026-10-22
Matauro, LLC
DECREASED74,26076,411-2,151-3%$2.9M$2.9M+$16.5K2026-11-03
A. D. Beadell Investment Counsel, Inc.
UNCHANGED66,97566,97500%$2.6M$2.6M+$89.0K2026-10-14
Sowell Financial Services LLC
DECREASED62,58972,897-10,308-14%$2.8M$2.5M-$310.8K2026-10-23
Fiduciary Financial Group, LLC
DECREASED62,44369,696-7,253-10%$2.7M$2.5M-$194.2K2026-10-13
Wealth Alliance Advisory Group, LLC
UNCHANGED62,01762,01700%$2.4M$2.5M+$82.5K2026-10-14
Cooper Financial Group
INCREASED59,75734,316+25,441+74%$1.3M$2.4M+$1.1M2026-10-07
Mirabaud & Cie SA
UNCHANGED57,96457,96400%$2.2M$2.3M+$77.4K2026-10-27
Oppenheimer & Co Inc
INCREASED57,88321,809+36,074+165%$833.8K$2.3M+$1.5M2026-10-26
Blue Bell Private Wealth Management, LLC
DECREASED57,20258,642-1,440-2%$2.2M$2.3M+$21.0K2026-10-29
Xcel Wealth Management, LLC
DECREASED56,68556,835-1500%$2.2M$2.2M+$69.7K2026-10-26
Sheets Smith Wealth Management
INCREASED55,89255,878+14+0%$2.1M$2.2M+$74.9K2026-10-16
Worth Asset Management, LLC
INCREASED55,03424,135+30,899+128%$922.7K$2.2M+$1.3M2026-10-07
Marble Harbor Investment Counsel, LLC
INCREASED54,60054,350+250+0%$2.1M$2.2M+$82.2K2026-11-06
Resonant Capital Advisors, LLC
INCREASED50,48149,498+983+2%$1.9M$2.0M+$104.7K2026-10-15
IFP Advisors, Inc
DECREASED50,09452,629-2,535-5%$2.0M$2.0M-$30.3K2026-10-16
Legacy Wealth Asset Management, LLC
DECREASED48,57353,649-5,076-9%$2.1M$1.9M-$129.5K2026-10-09
Plan Group Financial, LLC
DECREASED46,80050,600-3,800-8%$1.9M$1.8M-$99.9K2026-10-22
Arta Finance Wealth Management LLC
INCREASED46,49146,117+374+1%$1.8M$1.8M+$76.1K2026-10-28
BOS Asset Management, LLC
DECREASED41,98255,958-13,976-25%$2.1M$1.7M-$478.5K2026-10-09
LFG Wealth Partners, LLC
INCREASED40,39933,448+6,951+21%$1.3M$1.6M+$319.5K2026-10-28
Investment Partners Asset Management, Inc.
INCREASED40,34038,770+1,570+4%$1.5M$1.6M+$113.7K2026-10-09
Alpine Bank Wealth Management
UNCHANGED38,00038,00000%$1.5M$1.5M+$50.5K2026-10-16
Fifth Third Bancorp
INCREASED37,30736,931+376+1%$1.4M$1.5M+$64.0K2026-11-05
Anson Capital, Inc.
INCREASED36,13334,027+2,106+6%$1.3M$1.4M+$128.6K2026-10-23
Mather Group, Llc.
DECREASED36,03836,085-470%$1.4M$1.4M+$46.1K2026-10-14
Farther Finance Advisors, LLC
INCREASED33,30625,283+8,023+32%$966.6K$1.3M+$351.0K2026-10-08
White Lighthouse Investment Management Inc.
INCREASED31,89230,682+1,210+4%$1.2M$1.3M+$88.7K2026-10-21
HB Wealth Management, LLC
UNCHANGED31,31031,31000%$1.2M$1.2M+$41.6K2026-10-23
Blue Capital, Inc.
INCREASED31,03828,541+2,497+9%$1.1M$1.2M+$136.8K2026-10-13
Balboa Wealth Partners
INCREASED29,74029,580+160+1%$1.1M$1.2M+$45.7K2026-10-20
Allworth Financial LP
UNCHANGED27,76327,76300%$1.1M$1.1M$02026-11-06
Roman Butler Fullerton & Co
INCREASED25,71525,416+299+1%$968.3K$1.0M+$45.4K2026-10-27
EPG Wealth Management LLC
UNCHANGED25,20825,20800%$963.7K$997.2K+$33.5K2026-11-03
CoreCap Advisors, LLC
DECREASED25,05430,262-5,208-17%$1.2M$991.1K-$165.8K2026-10-08
Chicago Capital, LLC
UNCHANGED24,74024,74000%$945.8K$978.7K+$32.9K2026-10-13
Wolff Wiese Magana LLC
INCREASED24,42623,856+570+2%$912.0K$966.3K+$54.3K2026-10-15
Upper Left Wealth Management, LLC
DECREASED24,06031,740-7,680-24%$1.2M$951.8K-$261.6K2026-10-14
Stapp Wealth Management, Pllc
DECREASED23,63224,869-1,237-5%$950.7K$934.9K-$15.9K2026-10-15
Bay Capital Advisors, LLC
DECREASED23,47125,162-1,691-7%$961.9K$928.5K-$33.4K2026-10-16
XML Financial, LLC
UNCHANGED23,40023,40000%$894.6K$925.7K+$31.1K2026-10-29
Mission Financial Group, LLC
INCREASED22,44419,446+2,998+15%$743.4K$887.9K+$144.5K2026-10-21
Pegasus Asset Management, Inc.
INCREASED22,26521,935+330+2%$838.6K$880.8K+$42.2K2026-11-03
Acorn Wealth Advisors, LLC
INCREASED20,05718,607+1,450+8%$711.3K$793.5K+$82.1K2026-10-19
Paragon Private Wealth Management, LLC
DECREASED19,98531,537-11,552-37%$1.2M$790.6K-$415.1K2026-10-20
Seven Post Investment Office LP
DECREASED19,31920,093-774-4%$768.2K$764.3K-$3.9K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED18,99317,989+1,004+6%$687.7K$751.4K+$63.6K2026-11-05
Truist Financial Corp
INCREASED18,81316,511+2,302+14%$631.2K$744.2K+$113.0K2026-10-30
Leelyn Smith, LLC
DECREASED18,02923,325-5,296-23%$891.7K$713.2K-$178.5K2026-11-03
Simplex Trading, LLC
NEW17,436—+17,436——$689.8K—2026-11-04
Elevate Capital Advisors, LLC
DECREASED17,41720,310-2,893-14%$776.5K$689.0K-$87.4K2026-11-02
Penbrook Management LLC
UNCHANGED17,08017,08000%$653.0K$675.7K+$22.7K2026-10-16
Cooper S Advisors, LLC
UNCHANGED17,00217,00200%$650.0K$672.6K+$22.6K2026-11-03
Eagle Bay Advisors LLC
INCREASED16,98516,691+294+2%$638.1K$671.9K+$33.8K2026-10-16
Key Client Fiduciary Advisors, LLC
INCREASED16,19815,398+800+5%$588.7K$640.8K+$52.1K2026-10-19
Beaumont Financial Advisors, LLC
UNCHANGED16,17516,17500%$618.4K$639.9K+$21.5K2026-10-22
Argyle Capital Partners, LLC
INCREASED16,10815,957+151+1%$610.0K$637.2K+$27.2K2026-10-23
Cutler Investment Counsel LLC
UNCHANGED15,63615,63600%$597.8K$618.6K+$20.8K2026-10-28
Trust Co of Toledo NA
DECREASED15,50834,953-19,445-56%$1.3M$613.5K-$722.8K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED15,45012,872+2,578+20%$492.1K$611.2K+$119.1K2026-10-16
Jamison Private Wealth Management, Inc.
UNCHANGED15,30215,30200%$585.0K$605.3K+$20.4K2026-10-14
Financial Designs Corp
INCREASED15,17015,150+20+0%$579.2K$600.1K+$20.9K2026-10-09
Atria Investments, Inc
DECREASED14,83216,033-1,201-7%$612.9K$586.8K-$26.2K2026-10-15
Madson Wealth Advisors Inc
UNCHANGED14,80014,80000%$565.8K$585.5K+$19.7K2026-10-13
Valmark Advisers, Inc.
INCREASED14,24713,569+678+5%$518.7K$563.6K+$44.9K2026-11-06
Northland Securities, Inc.
INCREASED14,1579,766+4,391+45%$373.4K$560.1K+$186.7K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED13,88618,097-4,211-23%$691.8K$549.3K-$142.5K2026-11-04
Nikulski Financial, Inc.
DECREASED13,80816,421-2,613-16%$627.8K$546.2K-$81.5K2026-11-06
City Center Advisors, LLC
INCREASED13,80312,128+1,675+14%$463.7K$546.0K+$82.4K2026-10-08
Sigma Planning Corp
INCREASED13,30612,302+1,004+8%$470.3K$518.0K+$47.7K2026-10-23
Kraft, Davis & Associates, LLC
UNCHANGED13,19713,19700%$510.7K$520.4K+$9.6K2026-10-21
Bison Wealth, LLC
DECREASED13,14415,867-2,723-17%$629.1K$521.6K-$107.6K2026-10-13
Timonier Family Office, Ltd.
INCREASED13,07411,153+1,921+17%$426.4K$517.2K+$90.8K2026-11-03
Syntegra Private Wealth Group, LLC
UNCHANGED13,01813,01800%$497.7K$515.0K+$17.3K2026-10-13
Independence Bank of Kentucky
UNCHANGED12,95012,95000%$495.1K$512.3K+$17.2K2026-10-26
AWM Capital, LLC
UNCHANGED12,79412,79400%$489.1K$506.1K+$17.0K2026-10-16
AdvisorNet Financial, Inc
DECREASED12,57812,629-510%$482.8K$490.9K+$8.1K2026-10-15
Blueprint Investment Partners LLC
DECREASED12,49212,551-590%$479.8K$494.2K+$14.4K2026-10-28
Lido Advisors, LLC
NEW12,392—+12,392——$490.2K—2026-11-04
Pacific Park Financial, Inc.
INCREASED12,14311,988+155+1%$458.3K$480.4K+$22.1K2026-10-13
Family Capital Trust Co
UNCHANGED12,10012,10000%$462.5K$478.7K+$16.2K2026-10-22
AMG National Trust Bank
DECREASED12,05017,000-4,950-29%$649.9K$476.7K-$173.2K2026-11-05
Capital Investment Counsel, LLC
INCREASED11,9976,287+5,710+91%$240.4K$474.6K+$234.2K2026-10-14
ETF Store, Inc.
INCREASED11,99711,949+48+0%$456.8K$474.6K+$17.8K2026-10-19
Financial Insights, Inc.
INCREASED11,97410,318+1,656+16%$394.5K$473.7K+$79.2K2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED11,84311,84300%$452.8K$468.5K+$15.8K2026-10-27
CWC Advisors, Llc.
INCREASED11,71411,433+281+2%$437.1K$463.4K+$26.3K2026-10-15
D.A. Davidson & Co.
DECREASED11,51917,642-6,123-35%$674.5K$455.7K-$218.8K2026-10-28
Cordoba Advisory Partners LLC
UNCHANGED11,35811,35800%$434.2K$449.3K+$15.1K2026-10-19
Independent Financial Group, LLC
INCREASED11,30511,006+299+3%$420.8K$447.2K+$26.5K2026-10-13
Firestone Capital Management
INCREASED11,2988,511+2,787+33%$325.4K$446.9K+$121.6K2026-11-03
StoneX Group Inc.
NEW11,078—+11,078——$446.3K—2026-11-03
Mayfair Advisory Group, LLC
UNCHANGED11,00011,00000%$424.5K$435.2K+$10.7K2026-10-20
LB Partners LLC
UNCHANGED11,00011,00000%$420.5K$435.2K+$14.6K2026-11-05
Blueprint Financial Advisors LLC
UNCHANGED10,93410,93400%$418.0K$432.5K+$14.5K2026-10-28
Grove Bank & Trust
UNCHANGED10,85610,85600%$415.0K$429.5K+$14.4K2026-10-08
Cardinal Point Capital Management ULC
DECREASED10,80410,892-88-1%$416.4K$427.4K+$11.0K2026-10-21
Asset Advisors Investment Management, LLC
UNCHANGED10,80010,80000%$412.9K$427.2K+$14.4K2026-10-19
Transce3nd, LLC
NEW10,787—+10,787——$424.4K—2026-10-26
Savant Capital, LLC
UNCHANGED10,76610,76600%$411.6K$425.9K+$14.3K2026-11-06
Vontobel Holding Ltd.
NEW10,650—+10,650——$421.3K—2026-10-16
Parallel Advisors, LLC
DECREASED10,53911,389-850-7%$435.4K$416.9K-$18.5K2026-11-03
Ashton Thomas Private Wealth, LLC
UNCHANGED10,31610,31600%$394.4K$408.1K+$13.7K2026-11-03
Goldstein Advisors, LLC
INCREASED10,1195,720+4,399+77%$218.7K$400.3K+$181.6K2026-10-15
Curtis Advisory Group, LLC
UNCHANGED9,7809,78000%$373.9K$386.9K+$13.0K2026-10-28
West Branch Capital LLC
DECREASED9,42810,178-750-7%$389.1K$373.0K-$16.1K2026-10-20
Capital Wealth Alliance, LLC
DECREASED9,3809,594-214-2%$366.8K$371.1K+$4.3K2026-10-20
Skyline Advisors, Inc.
UNCHANGED9,0009,00000%$344.1K$356.0K+$12.0K2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED8,9708,97000%$342.9K$354.9K+$11.9K2026-10-15
Curry Webb Wealth Management LLC
UNCHANGED8,8768,87600%$339.3K$339.3K$02026-10-22
KCM Investment Advisors LLC
UNCHANGED8,8508,85000%$338.3K$350.1K+$11.8K2026-10-27
Signal Advisors Wealth, LLC
DECREASED8,69511,835-3,140-27%$452.5K$344.0K-$108.5K2026-10-13
Vise Technologies, Inc.
NEW8,514—+8,514——$336.8K—2026-10-29
Valeo Financial Advisors, LLC
INCREASED8,4936,850+1,643+24%$261.9K$336.0K+$74.1K2026-10-08
WealthPlan Investment Management, LLC
DECREASED8,45213,779-5,327-39%$526.8K$334.4K-$192.4K2026-10-15
Castleview Partners, LLC
NEW8,314—+8,314——$328.9K—2026-10-09
Blvd Private Wealth, LLC
UNCHANGED8,2158,21500%$314.1K$325.0K+$10.9K2026-10-14
Legacy Bridge, LLC
UNCHANGED8,1428,14200%$311.3K$322.1K+$10.8K2026-10-28
Vicus Capital
INCREASED8,1318,090+41+1%$309.3K$321.7K+$12.4K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED8,05812,515-4,457-36%$478.4K$318.8K-$159.7K2026-11-06
Channing Global Advisors, LLC
UNCHANGED7,9677,96700%$304.6K$315.2K+$10.6K2026-11-03
NBT Bank, N.A.
DECREASED7,8759,722-1,847-19%$371.7K$311.5K-$60.1K2026-10-21
Paragon Advisors, LLC
UNCHANGED7,8417,84100%$299.8K$310.2K+$10.4K2026-11-03
Strategic Blueprint, LLC
UNCHANGED7,8327,83200%$299.4K$309.9K+$10.4K2026-10-22
Larson Financial Group LLC
UNCHANGED7,8237,82300%$299.1K$309.5K+$10.4K2026-11-05
One Way Holdings LLC
NEW7,757—+7,757——$306.9K—2026-10-29
Independent Wealth Network Inc.
DECREASED7,7467,837-91-1%$299.6K$306.4K+$6.8K2026-10-19
Silver Lake Advisory, LLC
UNCHANGED7,7177,71700%$295.0K$305.3K+$10.3K2026-10-22
Castle Rock Wealth Management, LLC
DECREASED7,7167,767-51-1%$298.6K$306.2K+$7.5K2026-10-09
Hudock, Inc.
UNCHANGED7,7057,70500%$294.6K$304.8K+$10.2K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED7,5296,409+1,120+17%$245.0K$297.8K+$52.8K2026-10-26
Koshinski Asset Management, Inc.
UNCHANGED7,4067,40600%$283.1K$293.0K+$9.9K2026-10-29
SAX Wealth Advisors, LLC
NEW7,245—+7,245——$286.6K—2026-10-13
Nemes Rush Group LLC
UNCHANGED7,1847,18400%$274.6K$284.2K+$9.6K2026-11-04
Partners Wealth Management, LLC
NEW6,918—+6,918——$273.7K—2026-10-28
Tcfg Investment Advisors, LLC
UNCHANGED6,8996,89900%$263.7K$272.9K+$9.2K2026-10-20
New Wave Wealth Advisors LLC
INCREASED6,8425,784+1,058+18%$221.1K$271.1K+$50.0K2026-10-19
Carnegie Investment Counsel
NEW6,797—+6,797——$268.9K—2026-10-20
Carolina Wealth Management Inc
UNCHANGED6,7186,71800%$256.8K$265.8K+$8.9K2026-10-29
Clearstead Advisors, LLC
UNCHANGED6,6556,65500%$254.4K$263.3K+$8.9K2026-11-06
Elevation Point Wealth Partners, LLC
UNCHANGED6,5456,54500%$250.2K$258.9K+$8.7K2026-11-05
Fisher Asset Management, LLC
NEW6,510—+6,510——$257.5K—2026-11-06
Tucker Asset Management LLC
INCREASED6,4895,421+1,068+20%$207.2K$256.7K+$49.5K2026-10-29
Sage Rhino Capital LLC
UNCHANGED6,4256,42500%$245.6K$254.2K+$8.5K2026-10-28
Southern Capital Advisors, LLC
UNCHANGED6,4006,40000%$244.7K$253.2K+$8.5K2026-10-26
Urban Wealth Management, LLC
UNCHANGED6,3376,33700%$242.3K$250.7K+$8.4K2026-10-21
Collective Family Office LLC
INCREASED6,2136,173+40+1%$236.0K$245.8K+$9.8K2026-10-05
Wesbanco Bank Inc
DECREASED6,17514,346-8,171-57%$548.4K$244.3K-$304.2K2026-11-04
First Business Financial Services, Inc.
UNCHANGED6,0966,09600%$233.1K$241.2K+$8.1K2026-10-29
Perigon Wealth Management, LLC
DECREASED6,07621,776-15,700-72%$832.5K$240.4K-$592.1K2026-10-22
Park Avenue Securities LLC
UNCHANGED5,9885,98800%$229.0K$237.0K+$8.0K2026-10-26
Elevated Capital Advisors, LLC
DECREASED5,8875,917-30-1%$226.2K$232.9K+$6.7K2026-11-04
Heck Capital Advisors, LLC
NEW5,797—+5,797——$229.3K—2026-10-14
MGO One Seven LLC
DECREASED5,7075,773-66-1%$220.7K$225.8K+$5.1K2026-10-28
Verity Asset Management, Inc.
INCREASED5,4555,420+35+1%$207.2K$215.8K+$8.6K2026-10-30
Robertson Stephens Wealth Management, LLC
NEW5,440—+5,440——$215.2K—2026-10-16
Pinkerton Wealth, LLC
DECREASED5,42010,796-5,376-50%$481.7K$214.4K-$267.3K2026-10-29
Net Worth Advisory Group
NEW5,407—+5,407——$214.9K—2026-10-20
Index Fund Advisors, Inc.
UNCHANGED5,4065,40600%$206.7K$213.9K+$7.2K2026-11-05
Optivise Advisory Services LLC
UNCHANGED5,3855,38500%$205.9K$213.0K+$7.2K2026-10-19
Certified Advisory Corp
UNCHANGED5,3645,36400%$205.1K$212.2K+$7.1K2026-10-29
AlphaCore Capital LLC
NEW5,170—+5,170——$204.5K—2026-11-04
Cypress Point Wealth Management, LLC
NEW5,159—+5,159——$204.1K—2026-11-03
True Freedom Investing, LLC
DECREASED5,1557,349-2,194-30%$327.9K$203.9K-$124.0K2026-10-29
Walkner Condon Financial Advisors LLC
NEW5,067—+5,067——$200.5K—2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED4,6614,66100%$178.2K$184.4K+$6.2K2026-10-13
PNC Financial Services Group, Inc.
DECREASED4,5244,619-95-2%$176.6K$179.0K+$2.4K2026-11-06
Albion Financial Group
UNCHANGED4,2204,22000%$161.3K$166.9K+$5.6K2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED3,8203,82000%$146.0K$151.1K+$5.1K2026-10-23
Centerpoint Advisors, LLC
UNCHANGED3,2243,22400%$123.0K$128.0K+$5.0K2026-11-05
Security National Bank
UNCHANGED2,7502,75000%$105.1K$108.8K+$3.7K2026-10-26
Citigroup Inc
DECREASED2,71555,331-52,616-95%$2.1M$107.4K-$2.0M2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED2,6472,64700%$101.2K$104.7K+$3.5K2026-10-15
Asset Dedication, LLC
UNCHANGED2,5612,56100%$97.9K$101.3K+$3.4K2026-11-03
Main Street Group, LTD
UNCHANGED2,3452,34500%$89.7K$92.8K+$3.1K2026-10-28
First Pacific Financial
UNCHANGED2,2892,28900%$87.5K$90.6K+$3.0K2026-10-14
Compass Financial Management LLC
DECREASED2,25830,133-27,875-93%$1.2M$89.3K-$1.1M2026-10-30
Costello Asset Management, Inc
UNCHANGED2,2372,23700%$85.5K$88.5K+$3.0K2026-10-30
Center for Financial Planning, Inc.
UNCHANGED2,1002,10000%$80.3K$83.1K+$2.8K2026-10-26
High Point Wealth Management, LLC
UNCHANGED2,0002,00000%$76.5K$79.1K+$2.7K2026-11-05
TD Waterhouse Canada Inc.
NEW1,817—+1,817——$72.3K—2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED1,8021,80200%$68.9K$71.3K+$2.4K2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED1,3501,35000%$51.6K$53.4K+$1.8K2026-10-09
UMB Bank, n.a.
UNCHANGED1,3031,30300%$49.8K$51.5K+$1.7K2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED1,2551,25500%$48.0K$49.6K+$1.7K2026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED1,2501,25000%$47.8K$49.5K+$1.7K2026-10-14
Jacobi Capital Management LLC
NEW1,190—+1,190——$47.1K—2026-11-05
Eastern Bank
UNCHANGED1,1451,14500%$43.8K$45.3K+$1.5K2026-10-05
Mainstream Capital Management LLC
NEW1,061—+1,061——$42.0K—2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED75875800%$29.0K$30.0K+$1.0K2026-11-04
Decker Retirement Planning Inc.
DECREASED68443,056-42,372-98%$1.6M$27.1K-$1.6M2026-10-19
Lanark Financial, Inc.
UNCHANGED64564500%$24.7K$25.5K+$8582026-10-26
Lodestone Wealth Management LLC
UNCHANGED53953900%$20.6K$21.3K+$7172026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED48448400%$18.5K$19.1K+$6442026-11-05
Creative Financial Designs Inc
INCREASED469197+272+138%$7.5K$18.6K+$11.0K2026-11-04
Assetmark, Inc
UNCHANGED43943900%$16.8K$17.4K+$5842026-10-21
New England Capital Financial Advisors LLC
UNCHANGED41341300%$15.8K$16.3K+$5502026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED41241200%$15.8K$16.3K+$5482026-10-26
Madden Securities Corp
NEW405—+405——$16.0K—2026-10-27
IAG Wealth Partners, LLC
UNCHANGED39639600%$15.1K$15.7K+$5262026-11-06
DT Investment Partners, LLC
UNCHANGED37537500%$14.3K$14.8K+$4982026-10-27
Pittenger & Anderson Inc
UNCHANGED35035000%$13.4K$13.8K+$4652026-11-02
Private Trust Co NA
DECREASED321896-575-64%$34.3K$12.7K-$21.6K2026-10-20
Zions Bancorporation, National Association
UNCHANGED27927900%$10.7K$11.0K+$3712026-11-06
Root Financial Partners, LLC
NEW220—+220——$8.7K—2026-10-21
Abound Wealth Management
UNCHANGED20920900%$8.0K$8.3K+$2782026-10-26
Tsfg, LLC
UNCHANGED20020000%$8$8$02026-10-23
Pathway Financial Advisers, LLC
NEW190—+190——$7.5K—2026-10-27
Evolution Wealth Management Inc.
UNCHANGED18318300%$7.0K$7.2K+$2432026-10-28
Bullock Wealth Management Group
UNCHANGED17417400%$6.7K$6.9K+$2252026-10-09
GS Investments, Inc.
UNCHANGED12312300%$4.7K$4.9K+$1642026-11-05
JFS Wealth Advisors, LLC
UNCHANGED11411400%$4.4K$4.5K+$1512026-11-03
Parkside Financial Bank & Trust
UNCHANGED11411400%$4.4K$4.5K+$1512026-10-27
Signaturefd, LLC
DECREASED108741-633-85%$28.3K$4.3K-$24.1K2026-10-23
Avion Wealth
UNCHANGED10010000%$3$3$02026-11-04
Accordant Advisory Group Inc
UNCHANGED10010000%$3.8K$4.0K+$1332026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED909000%$3.4K$3.6K+$1212026-10-15
Cape Investment Advisory, Inc.
UNCHANGED303000%$1.1K$1.2K+$402026-10-13
American Capital Advisory, LLC
UNCHANGED272700%$1.0K$1.1K+$362026-10-28
Foresight Capital Management Advisors, Inc.
NEW8—+8——$318—2026-10-27
New Harbor Financial Group, LLC
CLOSED0185,905-185,905-100%$7.1M$0-$7.1M2026-10-22
Financial & Tax Architects, LLC
CLOSED029,488-29,488-100%$1.1M$0-$1.1M2026-10-15
Wedbush Securities Inc
CLOSED018,618-18,618-100%$712.0K$0-$712.0K2026-10-22
Mission Wealth Management, LP
CLOSED016,833-16,833-100%$643.5K$0-$643.5K2026-10-15
Prospera Financial Services Inc
CLOSED010,059-10,059-100%$384.6K$0-$384.6K2026-11-04
Fifth Third Securities, Inc.
CLOSED09,268-9,268-100%$354.3K$0-$354.3K2026-10-21
Axxcess Wealth Management, LLC
CLOSED08,277-8,277-100%$316.4K$0-$316.4K2026-10-21
Wedmont Private Capital
CLOSED05,253-5,253-100%$205.5K$0-$205.5K2026-10-09
Trust Co
CLOSED01,250-1,250-100%$47.8K$0-$47.8K2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0500-500-100%$19.1K$0-$19.1K2026-10-14
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.1M$2.4M+$271.5K2026-10-29
Metis Global Partners, LLC
N/A—7,792,850-7,792,850-100%$297.9M———
JPMorgan Chase & Co
N/A—6,958,333-6,958,333-100%$266.1M———
Bank of America Corp
N/A—3,380,464-3,380,464-100%$129.2M———
Wells Fargo & Company
N/A—2,852,930-2,852,930-100%$109.1M———
Morgan Stanley
N/A—2,317,629-2,317,629-100%$88.6M———
UBS Group AG
N/A—1,733,447-1,733,447-100%$66.3M———
HighTower Advisors, LLC
N/A—1,566,338-1,566,338-100%$59.9M———
Waverly Advisors, LLC
N/A—966,282-966,282-100%$36.9M———
Ethos Financial Group, LLC
N/A—928,068-928,068-100%$35.7M———
NewEdge Advisors, LLC
N/A—695,666-695,666-100%$26.6M———
Jain Global LLC
N/A—644,220-644,220-100%$24.6M———
Baird Financial Group, Inc.
N/A—633,001-633,001-100%$24.2M———
Envestnet Asset Management Inc
N/A—611,292-611,292-100%$23.4M———
W1m Asset Management Ltd
N/A—604,978-604,978-100%$23.1M———
Royal Bank of Canada
N/A—597,450-597,450-100%$22.8M———
Cetera Investment Advisers
N/A—554,175-554,175-100%$21.2M———
MAI Capital Management
N/A—552,145-552,145-100%$21.1M———
Raymond James Financial Inc
N/A—483,018-483,018-100%$18.5M———
MML Investors Services, LLC
N/A—463,007-463,007-100%$17.7M———
Virtu Financial LLC
N/A—360,880-360,880-100%$13.8M———
Mrwm Advisors, LLC
N/A—337,082-337,082-100%$12.9M———
Choate Investment Advisors
N/A—333,575-333,575-100%$12.8M———
Norris Financial Group, LLC
N/A—326,883-326,883-100%$12.5M———
Mountain Lake Investment Management LLC
N/A—324,355-324,355-100%$12.4M———
AQR Capital Management LLC
N/A—311,808-311,808-100%$11.9M———
Savvy Advisors, Inc.
N/A—305,941-305,941-100%$11.7M———
Osaic Holdings, Inc.
N/A—303,907-303,907-100%$11.6M———
Guardian Point Capital, LP
N/A—300,000-300,000-100%$11.5M———
E Fund Management Co., Ltd.
N/A—299,341-299,341-100%$11.4M———
Evelyn Partners Group Ltd
N/A—286,636-286,636-100%$11.0M———
Timber Creek Capital Management LLC
N/A—268,201-268,201-100%$10.3M———
Mariner, LLC
N/A—260,026-260,026-100%$9.9M———
Franklin Resources Inc
N/A—256,987-256,987-100%$9.8M———
Jones Financial Companies Lllp
N/A—253,156-253,156-100%$9.8M———
Jump Financial, LLC
N/A—239,696-239,696-100%$9.2M———
Harvest Fund Management Co., Ltd
N/A—237,105-237,105-100%$9.1M———
Empirical Asset Management, LLC
N/A—231,691-231,691-100%$8.9M———
Tudor Investment Corp ET AL
N/A—166,110-166,110-100%$6.4M———
Stifel Financial Corp
N/A—165,848-165,848-100%$6.3M———
Rockefeller Capital Management L.P.
N/A—165,410-165,410-100%$6.3M———
Empowered Funds, LLC
N/A—164,705-164,705-100%$6.3M———
Captrust Financial Advisors
N/A—161,221-161,221-100%$6.2M———
Avos Capital Management, LLC
N/A—149,878-149,878-100%$5.7M———
Susquehanna International Group, LLP
N/A—147,686-147,686-100%$5.6M———
Luminist Capital LLC
N/A—146,239-146,239-100%$5.6M———
LaSalle St. Investment Advisors, LLC
N/A—138,405-138,405-100%$5.3M———
Focus Partners Wealth
N/A—127,345-127,345-100%$4.9M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—126,335-126,335-100%$4.8M———
Ameriprise Financial Inc
N/A—123,155-123,155-100%$4.7M———
Cerity Partners LLC
N/A—122,660-122,660-100%$4.7M———
Proficio Capital Partners LLC
N/A—120,423-120,423-100%$4.6M———
Arete Wealth Advisors, LLC
N/A—116,948-116,948-100%$4.5M———
Syon Capital LLC
N/A—115,136-115,136-100%$4.4M———
Northwestern Mutual Wealth Management Co
N/A—114,311-114,311-100%$4.4M———
EP Wealth Advisors, LLC
N/A—111,678-111,678-100%$4.3M———
Pinnacle Financial Partners, Inc.
N/A—107,937-107,937-100%$4.1M———
Arkadios Wealth Advisors
N/A—106,936-106,936-100%$4.1M———
Wealth Watch Advisors, Inc
N/A—103,618-103,618-100%$4.0M———
Bessemer Group Inc
N/A—103,048-103,048-100%$3.9M———
WCG Wealth Advisors LLC
N/A—102,536-102,536-100%$3.9M———
Seeds Investor LLC
N/A—96,681-96,681-100%$3.7M———
Cresset Asset Management, LLC
N/A—92,517-92,517-100%$3.5M———
Harbour Investments, Inc.
N/A—86,895-86,895-100%$3.3M———
Kensington Asset Management, LLC
N/A—86,301-86,301-100%$3.3M———
Kastel Capital Advisors, LLC
N/A—83,754-83,754-100%$3.7M———
Cape COD Five Cents Savings Bank
N/A—82,719-82,719-100%$3.2M———
Stillwater Private Wealth, LLC
N/A—80,701-80,701-100%$3.4K———
Turner Financial Group, Inc.
N/A—69,974-69,974-100%$2.7M———
Stephens Inc
N/A—62,890-62,890-100%$2.4M———
Amara Financial, Llc.
N/A—62,504-62,504-100%$2.4M———
Private Advisor Group, LLC
N/A—59,820-59,820-100%$2.3M———
Beacon Pointe Advisors, LLC
N/A—59,458-59,458-100%$2.3M———
Mutual Advisors, LLC
N/A—57,164-57,164-100%$2.2M———
IHT Wealth Management, LLC
N/A—55,638-55,638-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—51,797-51,797-100%$2.0M———
Principal Securities, Inc.
N/A—51,114-51,114-100%$2.0M———
Tidal Investments LLC
N/A—51,006-51,006-100%$1.9M———
Pathstone Holdings, LLC
N/A—50,037-50,037-100%$1.9M———
Boothbay Fund Management, LLC
N/A—50,000-50,000-100%$1.9M———
Tocqueville Asset Management L.P.
N/A—48,150-48,150-100%$1.8M———
Commerce Bank
N/A—47,097-47,097-100%$1.8M———
Inspire Advisors, LLC
N/A—46,732-46,732-100%$1.8M———
Wealthfront Advisers LLC
N/A—42,846-42,846-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—41,773-41,773-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—41,234-41,234-100%$1.6M———
Hilltop Holdings Inc.
N/A—40,984-40,984-100%$1.6M———
Elite Financial, Inc.
N/A—40,001-40,001-100%$1.5M———
Vident Advisory, LLC
N/A—36,929-36,929-100%$1.4M———
Harbour Investment Management LLC
N/A—34,550-34,550-100%$1.3M———
Equitable Holdings, Inc.
N/A—33,560-33,560-100%$1.3M———
Cauble & Harre Wealth Management, Inc.
N/A—32,992-32,992-100%$1.3M———
Leavell Investment Management, Inc.
N/A—32,707-32,707-100%$1.3M———
Belpointe Asset Management LLC
N/A—32,231-32,231-100%$1.2M———
Premier Private Wealth Management LLC
N/A—31,819-31,819-100%$1.2M———
World Investment Advisors
N/A—31,764-31,764-100%$1.4M———
Two Sigma Securities, LLC
N/A—31,510-31,510-100%$1.2M———
Mercer Global Advisors Inc
N/A—31,197-31,197-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—30,814-30,814-100%$1.2M———
SCS Capital Management LLC
N/A—30,517-30,517-100%$1.2M———
Whittier Trust Co
N/A—30,069-30,069-100%$1.2M———
Ingalls & Snyder LLC
N/A—29,340-29,340-100%$1.1M———
Allied Private Wealth LLC
N/A—28,673-28,673-100%$1.1M———
Tolleson Wealth Management, Inc.
N/A—27,575-27,575-100%$1.1M———
PFG Investments, LLC
N/A—27,524-27,524-100%$1.1M———
Osbon Capital Management LLC
N/A—26,658-26,658-100%$1.0M———
Sequoia Financial Advisors, LLC
N/A—26,500-26,500-100%$1.0M———
Scotia Capital Inc.
N/A—26,206-26,206-100%$1.0M———
Resurgent Financial Advisors LLC
N/A—25,638-25,638-100%$980.1K———
Fielder Capital Group LLC
N/A—25,545-25,545-100%$976.6K———
Western Wealth Management, LLC
N/A—25,244-25,244-100%$965.1K———
Betterment LLC
N/A—24,815-24,815-100%$949.0K———
BlackRock, Inc.
N/A—24,644-24,644-100%$942.1K———
Banco BTG Pactual S.A.
N/A—23,760-23,760-100%$908.3K———
Ausdal Financial Partners, Inc.
N/A—23,511-23,511-100%$898.8K———
City National Bank of Florida
N/A—21,903-21,903-100%$837.4K———
Janney Montgomery Scott LLC
N/A—21,851-21,851-100%$835.0K———
Tradition Wealth Management, LLC
N/A—21,153-21,153-100%$808.7K———
Safeguard Investment Advisory Group, LLC
N/A—20,873-20,873-100%$798.0K———
CIBC Bancorp USA Inc.
N/A—20,737-20,737-100%$792.8K———
WorthPointe, LLC
N/A—20,220-20,220-100%$773.0K———
GeoWealth Management, LLC
N/A—20,021-20,021-100%$765.4K———
Madden Advisory Services, Inc.
N/A—19,608-19,608-100%$749.6K———
AE Wealth Management LLC
N/A—19,543-19,543-100%$747.1K———
Natixis Advisors, LLC
N/A—19,346-19,346-100%$739.0K———
FMR LLC
N/A—19,128-19,128-100%$731.3K———
American Money Management, LLC
N/A—18,806-18,806-100%$719.0K———
Lifeworks Advisors, LLC
N/A—17,841-17,841-100%$682.1K———
Wealthspire Advisors, LLC
N/A—16,711-16,711-100%$638.9K———
Brown Brothers Harriman & Co
N/A—16,468-16,468-100%$629.6K———
TRU Independence Asset Management 2, LLC
N/A—15,987-15,987-100%$611.2K———
Swan Global Investments, LLC
N/A—15,700-15,700-100%$600.2K———
FAS Wealth Partners, Inc.
N/A—15,100-15,100-100%$577.3K———
Fiduciary Financial Advisors
N/A—14,972-14,972-100%$572.4K———
Summit Financial, LLC
N/A—14,810-14,810-100%$566.2K———
Jane Street Group, LLC
N/A—14,152-14,152-100%$541.0K———
Empower Advisory Group, LLC
N/A—14,000-14,000-100%$535.2K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—12,950-12,950-100%$495.1K———
Steward Partners Investment Advisory, LLC
N/A—12,905-12,905-100%$493.4K———
Sierra Legacy Group
N/A—12,875-12,875-100%$492.2K———
Cascade Financial Partners, LLC
N/A—12,370-12,370-100%$472.9K———
Arax Advisory Partners
N/A—12,229-12,229-100%$467.5K———
M&T Bank Corp
N/A—12,209-12,209-100%$466.8K———
Cozad Asset Management Inc
N/A—12,200-12,200-100%$466.4K———
Advisory Services Network, LLC
N/A—12,010-12,010-100%$459.1K———
Sovereign Financial Group, Inc.
N/A—11,807-11,807-100%$451.4K———
Boreal Capital Management LLC
N/A—11,582-11,582-100%$442.8K———
Capital Analysts, LLC
N/A—11,539-11,539-100%$441.0K———
Finhabits Advisors LLC
N/A—11,378-11,378-100%$435.0K———
SlateStone Wealth, LLC
N/A—10,980-10,980-100%$420.0K———
Nwam LLC
N/A—10,879-10,879-100%$415.9K———
Caldwell Sutter Capital, Inc.
N/A—10,686-10,686-100%$408.5K———
Leo H. Evart, Inc.
N/A—10,677-10,677-100%$408.2K———
Patron Partners, LLC
N/A—10,652-10,652-100%$407.2K———
Brown Advisory Inc
N/A—10,492-10,492-100%$401.1K———
Essex Financial Services, Inc.
N/A—10,470-10,470-100%$400.3K———
Envestnet Portfolio Solutions, Inc.
N/A—10,244-10,244-100%$391.6K———
Callan Family Office, LLC
N/A—9,863-9,863-100%$377.1K———
Main Street Financial Solutions, LLC
N/A—9,840-9,840-100%$376.2K———
Apriem Advisors
N/A—9,629-9,629-100%$368.1K———
&partners
N/A—9,576-9,576-100%$366.1K———
Modern Wealth Management, LLC
N/A—9,519-9,519-100%$363.9K———
Barnes Wealth Management Group, Inc
N/A—9,315-9,315-100%$356.1K———
Snowden Capital Advisors LLC
N/A—8,573-8,573-100%$327.7K———
Darwin Wealth Management, LLC
N/A—8,277-8,277-100%$316.4K———
Sfmg, LLC
N/A—8,238-8,238-100%$314.9K———
Rehmann Capital Advisory Group
N/A—8,131-8,131-100%$310.8K———
Fortress Private Ledger, LLC
N/A—7,930-7,930-100%$303.2K———
OneAscent Family Office, LLC
N/A—7,569-7,569-100%$289.4K———
Integrated Wealth Concepts LLC
N/A—7,565-7,565-100%$289.2K———
B & T Capital Management DBA Alpha Capital Management
N/A—7,443-7,443-100%$284.5K———
Global Retirement Partners, LLC
N/A—7,425-7,425-100%$283.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,379-7,379-100%$282.1K———
Sanctuary Advisors, LLC
N/A—7,152-7,152-100%$273.4K———
Greenline Partners, LLC
N/A—7,056-7,056-100%$269.8K———
Perennial Investment Advisors, LLC
N/A—6,944-6,944-100%$265.5K———
Vestmark Advisory Solutions, Inc.
N/A—6,545-6,545-100%$250.2K———
Byrne Financial Freedom, LLC
N/A—6,445-6,445-100%$246.4K———
Great Valley Advisor Group, Inc.
N/A—6,319-6,319-100%$241.9K———
Advyzon Investment Management, LLC
N/A—6,310-6,310-100%$241.2K———
CreativeOne Wealth, LLC
N/A—6,049-6,049-100%$231.2K———
Bluespring Wealth Management, LLC
N/A—5,565-5,565-100%$212.8K———
Curi Capital, LLC
N/A—5,355-5,355-100%$204.7K———
SouthState Bank Corp
N/A—4,796-4,796-100%$183.4K———
LGT Financial Advisors LLC
N/A—4,000-4,000-100%$152.9K———
Sachetta, LLC
N/A—3,145-3,145-100%$120.2K———
Coppell Advisory Solutions LLC
N/A—2,988-2,988-100%$1.6M———
Geneos Wealth Management Inc.
N/A—2,712-2,712-100%$103.7K———
BNP Paribas Financial Markets
N/A—2,655-2,655-100%$101.5K———
Dunhill Financial, LLC
N/A—2,550-2,550-100%$97.5K———
Hantz Financial Services, Inc.
N/A—2,522-2,522-100%$96.0K———
Galilei Investment Office LLP
N/A—2,075-2,075-100%$79.3K———
Vanguard National Trust Co
N/A—1,700-1,700-100%$65.0K———
Medallion Wealth Advisors, LLC
N/A—1,250-1,250-100%$47.8K———
Vision Retirement, LLC
N/A—1,120-1,120-100%$42.8K———
Crewe Advisors LLC
N/A—864-864-100%$33.0K———
Godfrey Financial Associates, Inc.
N/A—849-849-100%$32.5K———
Reyl & Cie S.A.
N/A—835-835-100%$37.4K———
National Bank of Canada
N/A—800-800-100%$30.6K———
Smartleaf Asset Management LLC
N/A—642-642-100%$24.6K———
Federation des caisses Desjardins du Quebec
N/A—600-600-100%$22.9K———
PlanVest Financial, Inc
N/A—600-600-100%$22.9K———
SHP Wealth Management
N/A—473-473-100%$18.1K———
Bellevue Asset Management, LLC
N/A—419-419-100%$16.0K———
BOK Financial Private Wealth, Inc.
N/A—400-400-100%$15.3K———
Ancora Advisors LLCA
N/A—330-330-100%$12.6K———
Ameritas Investment Partners, Inc.
N/A—315-315-100%$12.0K———
IFG Advisory, LLC
N/A—283-283-100%$10.8K———
Crews Bank & Trust
N/A—150-150-100%$5.7K———
Tiaa Wealth Investment Management LLC
N/A—79-79-100%$3.0K———
Atlantic Union Bankshares Corp
N/A—78-78-100%$3.0K———
BFC Planning, Inc.
N/A—70-70-100%$2.7K———
Tower Research Capital LLC (TRC)
N/A—47-47-100%$1.8K———
Financial Gravity Companies, Inc.
N/A—19-19-100%$726———
Meramec Financial Planners, LLC
N/A—5-5-100%$195———
Showing 492 of 492 institutions