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Adams Diversified Equity (ADX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bensler, LLC
INCREASED
Shares1,186,961 from 1,129,607
Change+57,354 (+5%)
Value$30.5M (+$1.6M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,126,872 from 1,016,997
Change+109,875 (+11%)
Value$28.9M (+$2.9M)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED
Shares794,851 from 846,398
Change-51,547 (-6%)
Value$20.4M (-$1.2M)
Filed 2026-10-29
ARQ Wealth Advisors, LLC
INCREASED
Shares348,665 from 334,882
Change+13,783 (+4%)
Value$9.0M (+$119.4K)
Filed 2026-10-29
Waterfront Wealth Inc.
DECREASED
Shares326,142 from 345,424
Change-19,282 (-6%)
Value$8.4M (-$647.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares282,824 from 279,405
Change+3,419 (+1%)
Value$7.3M (+$1.6K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares271,552 from 275,750
Change-4,198 (-2%)
Value$7.0M (-$74.7K)
Filed 2026-10-13
Uncommon Cents Investing Inc
DECREASED
Shares179,755 from 181,270
Change-1,515 (-1%)
Value$4.6M (-$17.1K)
Filed 2026-10-20
UMB Bank, n.a.
DECREASED
Shares178,744 from 192,516
Change-13,772 (-7%)
Value$4.6M (-$330.4K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares148,968 from 146,269
Change+2,699 (+2%)
Value$3.8M (+$86.8K)
Filed 2026-10-28
General American Investors Co Inc
UNCHANGED
Shares131,124 from 131,124
Change0 (0%)
Value$3.4M (+$15.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares110,291 from 86,354
Change+23,937 (+28%)
Value$2.8M (+$624.8K)
Filed 2026-10-16
Stolper Co
DECREASED
Shares106,132 from 107,587
Change-1,455 (-1%)
Value$2.7M (-$25.0K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
INCREASED
Shares105,829 from 65,105
Change+40,724 (+63%)
Value$2.7M (+$1.1M)
Filed 2026-10-23
Providence Wealth Advisors, LLC
UNCHANGED
Shares98,953 from 98,953
Change0 (0%)
Value$2.6M (+$10.9K)
Filed 2026-10-29
Advisory Advocates, LLC
INCREASED
Shares90,353 from 85,508
Change+4,845 (+6%)
Value$2.3M (+$134.6K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares85,889 from 129,156
Change-43,267 (-33%)
Value$2.2M (-$1.1M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares85,563 from 77,016
Change+8,547 (+11%)
Value$2.2M (+$228.6K)
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares84,273 from 84,104
Change+169 (+0%)
Value$2.2M (+$14.4K)
Filed 2026-10-19
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares83,800 from 83,800
Change0 (0%)
Value$2.2M (+$10.1K)
Filed 2026-10-20
Delta Capital Management LLC
UNCHANGED
Shares63,801 from 63,801
Change0 (0%)
Value$1.6M (+$8.0K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares63,285 from 61,909
Change+1,376 (+2%)
Value$1.6M (+$42.8K)
Filed 2026-10-29
Means Investment Co., Inc.
UNCHANGED
Shares62,535 from 62,535
Change0 (0%)
Value$1.6M (+$7.5K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares48,699 from 45,131
Change+3,568 (+8%)
Value$1.3M (+$97.0K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares47,978 from 47,809
Change+169 (+0%)
Value$1.2M (+$10.1K)
Filed 2026-11-04
Capital Investment Advisors, LLC
UNCHANGED
Shares47,626 from 47,626
Change0 (0%)
Value$1.2M (+$5.7K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares47,040 from 46,950
Change+90 (+0%)
Value$1.2M (+$7.9K)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares45,790 from 44,936
Change+854 (+2%)
Value$1.2M (+$27.3K)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares45,790 from 44,936
Change+854 (+2%)
Value$1.2M (+$27.3K)
Filed 2026-10-05
Avior Wealth Management, LLC
INCREASED
Shares44,193 from 40,263
Change+3,930 (+10%)
Value$1.1M (+$105.7K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares40,502 from 40,121
Change+381 (+1%)
Value$1.0M (+$14.6K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
UNCHANGED
Shares38,512 from 38,512
Change0 (0%)
Value$988.6K (+$4.6K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares37,486 from 36,834
Change+652 (+2%)
Value$962.3K (+$21.2K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
INCREASED
Shares35,302 from 34,722
Change+580 (+2%)
Value$906.2K (+$19.0K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares34,058 from 34,202
Change-144 (0%)
Value$874.3K (+$408)
Filed 2026-11-06
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares34,022 from 22,448
Change+11,574 (+52%)
Value$885.9K (+$312.4K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
UNCHANGED
Shares33,489 from 33,489
Change0 (0%)
Value$859.7K (+$4.0K)
Filed 2026-11-05
Quad-Cities Investment Group, LLC
INCREASED
Shares29,584 from 29,033
Change+551 (+2%)
Value$759.4K (+$17.6K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares29,015 from 28,474
Change+541 (+2%)
Value$744.8K (+$17.3K)
Filed 2026-10-15
Creative Planning
DECREASED
Shares28,562 from 29,083
Change-521 (-2%)
Value$733.2K (-$9.9K)
Filed 2026-11-02
Cannon Advisors, Inc.
DECREASED
Shares28,012 from 28,406
Change-394 (-1%)
Value$731.7K (-$10.0K)
Filed 2026-10-14
Sage Capital Advisors,llc
INCREASED
Shares27,949 from 18,720
Change+9,229 (+49%)
Value$717.4K (+$239.1K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares25,991 from 24,298
Change+1,693 (+7%)
Value$667.2K (+$46.4K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares25,976 from 25,976
Change0 (0%)
Value$666.8K (+$3.1K)
Filed 2026-10-15
LEE Danner & Bass Inc
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$641.8K (+$3.0K)
Filed 2026-10-27
Uniting Wealth Partners, LLC
INCREASED
Shares24,410 from 23,192
Change+1,218 (+5%)
Value$626.6K (+$34.1K)
Filed 2026-11-06
King Luther Capital Management Corp
UNCHANGED
Shares21,962 from 21,962
Change0 (0%)
Value$563.8K (+$2.6K)
Filed 2026-11-05
West Bancorporation Inc
DECREASED
Shares21,365 from 49,490
Change-28,125 (-57%)
Value$548.4K (-$716.0K)
Filed 2026-10-29
Mezzasalma Advisors, LLC
INCREASED
Shares21,344 from 20,999
Change+345 (+2%)
Value$547.9K (+$11.4K)
Filed 2026-10-14
Dana Investment Advisors, Inc.
INCREASED
Shares20,881 from 9,156
Change+11,725 (+128%)
Value$536.0K (+$302.1K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares20,202 from 13,177
Change+7,025 (+53%)
Value$518.6K (+$181.9K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares19,561 from 11,052
Change+8,509 (+77%)
Value$502.1K (+$219.8K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares19,254 from 17,291
Change+1,963 (+11%)
Value$494.2K (+$52.5K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares18,690 from 18,288
Change+402 (+2%)
Value$479.8K (+$12.5K)
Filed 2026-11-06
Allegheny Financial Group
UNCHANGED
Shares18,473 from 18,473
Change0 (0%)
Value$474.2K (+$2.2K)
Filed 2026-11-05
MinichMacGregor Wealth Management, LLC
INCREASED
Shares17,478 from 17,169
Change+309 (+2%)
Value$448.7K (+$10.0K)
Filed 2026-10-14
Intrua Financial, LLC
INCREASED
Shares17,197 from 16,984
Change+213 (+1%)
Value$441.5K (+$7.5K)
Filed 2026-10-28
Mcdonald Partners LLC
UNCHANGED
Shares17,079 from 17,079
Change0 (0%)
Value$438.4K (+$2.0K)
Filed 2026-11-03
Venture Visionary Partners LLC
NEW
Shares16,597
Change+16,597
Value$426.1K
Filed 2026-10-07
Park Avenue Securities LLC
INCREASED
Shares16,321 from 16,028
Change+293 (+2%)
Value$419.0K (+$9.0K)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares16,103 from 16,217
Change-114 (-1%)
Value$413.4K (-$980)
Filed 2026-11-05
HB Wealth Management, LLC
NEW
Shares16,007
Change+16,007
Value$410.9K
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares15,207 from 12,770
Change+2,437 (+19%)
Value$390.4K (+$64.1K)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares14,777 from 17,773
Change-2,996 (-17%)
Value$379.3K (-$74.8K)
Filed 2026-11-04
SMH Capital Advisors Inc
INCREASED
Shares13,674 from 13,282
Change+392 (+3%)
Value$351.0K (+$11.7K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares13,020 from 12,942
Change+78 (+1%)
Value$334.2K (+$3.6K)
Filed 2026-11-03
Founders Capital Management, LLC
INCREASED
Shares12,975 from 12,372
Change+603 (+5%)
Value$333.1K (+$17.0K)
Filed 2026-10-23
Closed-End Fund Advisors, Inc.
INCREASED
Shares12,966 from 12,964
Change+2 (+0%)
Value$332.8K (+$1.6K)
Filed 2026-11-04
Sterling Manor Financial, LLC
NEW
Shares12,609
Change+12,609
Value$323.7K
Filed 2026-10-21
Evermay Wealth Management LLC
NEW
Shares12,068
Change+12,068
Value$309.8K
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares11,959 from 11,520
Change+439 (+4%)
Value$307.0K (+$12.7K)
Filed 2026-10-30
Abel Hall, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$287.5K (+$1.3K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares11,132 from 9,797
Change+1,335 (+14%)
Value$285.8K (+$35.4K)
Filed 2026-11-06
Silverlake Wealth Management LLC
UNCHANGED
Shares10,821 from 10,821
Change0 (0%)
Value$277.8K (+$1.3K)
Filed 2026-10-21
Vista Investment Partners II, LLC
INCREASED
Shares10,693 from 10,394
Change+299 (+3%)
Value$274.5K (+$8.9K)
Filed 2026-10-15
Bernicke Wealth Management, Ltd.
INCREASED
Shares10,607 from 10,409
Change+198 (+2%)
Value$272.3K (+$6.3K)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
UNCHANGED
Shares10,444 from 10,444
Change0 (0%)
Value$268.1K (+$1.3K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares10,263 from 8,049
Change+2,214 (+28%)
Value$263.5K (+$57.8K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares10,143 from 9,724
Change+419 (+4%)
Value$260.3K (+$11.8K)
Filed 2026-11-03
Davenport & Co LLC
NEW
Shares10,024
Change+10,024
Value$257.3K
Filed 2026-10-14
CRA Financial Services, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$256.7K (+$1.2K)
Filed 2026-10-16
Post Resch Tallon Group Inc.
INCREASED
Shares9,980 from 9,921
Change+59 (+1%)
Value$256.2K (+$2.7K)
Filed 2026-10-09
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares9,277 from 9,277
Change0 (0%)
Value$238.1K (+$1.1K)
Filed 2026-10-27
Legacy Advisors, LLC
NEW
Shares9,203
Change+9,203
Value$236.2K
Filed 2026-10-19
Pinion Investment Advisors, LLC
DECREASED
Shares9,119 from 9,392
Change-273 (-3%)
Value$234.1K (-$5.9K)
Filed 2026-11-04
GoalVest Advisory LLC
DECREASED
Shares9,119 from 9,392
Change-273 (-3%)
Value$234.1K (-$5.9K)
Filed 2026-10-02
Tradewinds Capital Management, LLC
UNCHANGED
Shares8,876 from 8,876
Change0 (0%)
Value$227.9K (+$1.1K)
Filed 2026-10-23
Financial Consulate, Inc
INCREASED
Shares8,457 from 7,808
Change+649 (+8%)
Value$217.1K (+$17.6K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares8,405 from 8,405
Change0 (0%)
Value$214.7K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares8,310 from 8,155
Change+155 (+2%)
Value$213.3K (+$5.0K)
Filed 2026-10-16
Hudock, Inc.
INCREASED
Shares8,254 from 8,101
Change+153 (+2%)
Value$211.9K (+$4.9K)
Filed 2026-10-14
First Community Trust NA
UNCHANGED
Shares4,680 from 4,680
Change0 (0%)
Value$120.1K (+$562)
Filed 2026-10-07
First Command Advisory Services, Inc.
INCREASED
Shares4,504 from 4,420
Change+84 (+2%)
Value$115.6K (+$2.7K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares4,045 from 3,971
Change+74 (+2%)
Value$103.8K (+$2.4K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares3,094 from 3,036
Change+58 (+2%)
Value$79.4K (+$1.8K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares3,056 from 1,400
Change+1,656 (+118%)
Value$78.4K (+$42.9K)
Filed 2026-10-08
Bayban
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$62.2K ($0)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$52.4K (+$245)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$48.5K (+$227)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$37.0K (+$173)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares1,295
Change+1,295
Value$33.2K
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$30.9K (+$144)
Filed 2026-10-21
Atwood & Palmer Inc
UNCHANGED
Shares1,057 from 1,057
Change0 (0%)
Value$27.1K (+$127)
Filed 2026-10-08
Caldwell Trust Co
DECREASED
Shares962 from 963
Change-1 (0%)
Value$24.7K (+$90)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares903 from 886
Change+17 (+2%)
Value$23.2K (+$539)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares654 from 645
Change+9 (+1%)
Value$16.8K (+$325)
Filed 2026-11-04
Bangor Savings Bank
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$16.2K (+$76)
Filed 2026-10-06
Meriwether Wealth & Planning, LLC
NEW
Shares539
Change+539
Value$13.8K
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares534 from 64
Change+470 (+734%)
Value$13.7K (+$12.1K)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$13.6K (+$63)
Filed 2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.8K (+$60)
Filed 2026-10-09
Hilltop National Bank
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$8.1K (+$38)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$8.0K (+$38)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares240
Change+240
Value$6.2K
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
NEW
Shares215
Change+215
Value$5.5K
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$5.0K (+$23)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$4.5K (+$21)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares106 from 219
Change-113 (-52%)
Value$2.7K (-$2.9K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares81
Change+81
Value$2.1K
Filed 2026-10-21
Citigroup Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$128 ($0)
Filed 2026-11-04
Diversified Trust Co
CLOSED
Shares0 from 65,351
Change-65,351 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
LexAurum Advisors, LLC
CLOSED
Shares0 from 46,383
Change-46,383 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 19,313
Change-19,313 (-100%)
Value$0 (-$493.4K)
Filed 2026-10-23
Choreo, LLC
CLOSED
Shares0 from 11,878
Change-11,878 (-100%)
Value$0 (-$303.5K)
Filed 2026-10-28
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 8,333
Change-8,333 (-100%)
Value$0 (-$212.9K)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 8,091
Change-8,091 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-29
Hager Investment Management Services, LLC
CLOSED
Shares0 from 1,445
Change-1,445 (-100%)
Value$0 (-$36.9K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,119
Change-1,119 (-100%)
Value$0 (-$28.6K)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-29
WPG Advisers, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$26)
Filed 2026-10-27
Lazard Asset Management LLC
N/A
Shares— from 3,208,355
Change-3,208,355 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,318,584
Change-1,318,584 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,101,635
Change-1,101,635 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 953,099
Change-953,099 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 768,743
Change-768,743 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 413,322
Change-413,322 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 401,665
Change-401,665 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 320,464
Change-320,464 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 295,048
Change-295,048 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 286,678
Change-286,678 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 278,226
Change-278,226 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 272,279
Change-272,279 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 235,085
Change-235,085 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 221,469
Change-221,469 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 211,303
Change-211,303 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 201,219
Change-201,219 (-100%)
Value—
FCA Corp
N/A
Shares— from 200,255
Change-200,255 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 197,843
Change-197,843 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 160,810
Change-160,810 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 150,243
Change-150,243 (-100%)
Value—
UBS Group AG
N/A
Shares— from 129,026
Change-129,026 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 127,656
Change-127,656 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 99,522
Change-99,522 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 91,830
Change-91,830 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 82,341
Change-82,341 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 79,791
Change-79,791 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 78,995
Change-78,995 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 68,187
Change-68,187 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 67,186
Change-67,186 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 65,950
Change-65,950 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,930
Change-63,930 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 61,569
Change-61,569 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,980
Change-56,980 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 52,729
Change-52,729 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 51,629
Change-51,629 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 49,429
Change-49,429 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 47,750
Change-47,750 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 47,241
Change-47,241 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 43,424
Change-43,424 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 40,046
Change-40,046 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 39,657
Change-39,657 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 34,688
Change-34,688 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 34,087
Change-34,087 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,607
Change-33,607 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 32,286
Change-32,286 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 31,969
Change-31,969 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 30,945
Change-30,945 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,457
Change-30,457 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 27,234
Change-27,234 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 23,559
Change-23,559 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,657
Change-22,657 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,321
Change-22,321 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,104
Change-22,104 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,764
Change-21,764 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,758
Change-20,758 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 20,305
Change-20,305 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,167
Change-17,167 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,339
Change-15,339 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,813
Change-14,813 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,540
Change-14,540 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 14,520
Change-14,520 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 13,829
Change-13,829 (-100%)
Value—
&partners
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,886
Change-11,886 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 11,403
Change-11,403 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,892
Change-10,892 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 8,003
Change-8,003 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,899
Change-7,899 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 970
Change-970 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 963
Change-963 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 105
Change-105 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bensler, LLC
INCREASED1,186,9611,129,607+57,354+5%$28.9M$30.5M+$1.6M2026-11-05
LPL Financial LLC
INCREASED1,126,8721,016,997+109,875+11%$26.0M$28.9M+$2.9M2026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED794,851846,398-51,547-6%$21.6M$20.4M-$1.2M2026-10-29
ARQ Wealth Advisors, LLC
INCREASED348,665334,882+13,783+4%$8.8M$9.0M+$119.4K2026-10-29
Waterfront Wealth Inc.
DECREASED326,142345,424-19,282-6%$9.0M$8.4M-$647.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED282,824279,405+3,419+1%$7.3M$7.3M+$1.6K2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED271,552275,750-4,198-2%$7.0M$7.0M-$74.7K2026-10-13
Uncommon Cents Investing Inc
DECREASED179,755181,270-1,515-1%$4.6M$4.6M-$17.1K2026-10-20
UMB Bank, n.a.
DECREASED178,744192,516-13,772-7%$4.9M$4.6M-$330.4K2026-11-06
D.A. Davidson & Co.
INCREASED148,968146,269+2,699+2%$3.7M$3.8M+$86.8K2026-10-28
General American Investors Co Inc
UNCHANGED131,124131,12400%$3.4M$3.4M+$15.7K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED110,29186,354+23,937+28%$2.2M$2.8M+$624.8K2026-10-16
Stolper Co
DECREASED106,132107,587-1,455-1%$2.7M$2.7M-$25.0K2026-10-13
Samalin Investment Counsel, LLC
INCREASED105,82965,105+40,724+63%$1.7M$2.7M+$1.1M2026-10-23
Providence Wealth Advisors, LLC
UNCHANGED98,95398,95300%$2.5M$2.6M+$10.9K2026-10-29
Advisory Advocates, LLC
INCREASED90,35385,508+4,845+6%$2.2M$2.3M+$134.6K2026-11-05
Independent Financial Group, LLC
DECREASED85,889129,156-43,267-33%$3.3M$2.2M-$1.1M2026-10-13
Commonwealth Equity Services, LLC
INCREASED85,56377,016+8,547+11%$2.0M$2.2M+$228.6K2026-11-02
PMG Family Office LLC
INCREASED84,27384,104+169+0%$2.1M$2.2M+$14.4K2026-10-19
Westbourne Investment Advisors, Inc.
UNCHANGED83,80083,80000%$2.1M$2.2M+$10.1K2026-10-20
Delta Capital Management LLC
UNCHANGED63,80163,80100%$1.6M$1.6M+$8.0K2026-10-16
Koshinski Asset Management, Inc.
INCREASED63,28561,909+1,376+2%$1.6M$1.6M+$42.8K2026-10-29
Means Investment Co., Inc.
UNCHANGED62,53562,53500%$1.6M$1.6M+$7.5K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED48,69945,131+3,568+8%$1.2M$1.3M+$97.0K2026-11-02
Lido Advisors, LLC
INCREASED47,97847,809+169+0%$1.2M$1.2M+$10.1K2026-11-04
Capital Investment Advisors, LLC
UNCHANGED47,62647,62600%$1.2M$1.2M+$5.7K2026-10-22
Savant Capital, LLC
INCREASED47,04046,950+90+0%$1.2M$1.2M+$7.9K2026-11-06
Midwest Trust Co
INCREASED45,79044,936+854+2%$1.1M$1.2M+$27.3K2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED45,79044,936+854+2%$1.1M$1.2M+$27.3K2026-10-05
Avior Wealth Management, LLC
INCREASED44,19340,263+3,930+10%$1.0M$1.1M+$105.7K2026-10-13
Oppenheimer & Co Inc
INCREASED40,50240,121+381+1%$1.0M$1.0M+$14.6K2026-10-26
RFG - Bristol Wealth Advisors, LLC
UNCHANGED38,51238,51200%$984.0K$988.6K+$4.6K2026-10-09
Fifth Third Bancorp
INCREASED37,48636,834+652+2%$941.1K$962.3K+$21.2K2026-11-05
Uhlmann Price Securities, LLC
INCREASED35,30234,722+580+2%$887.2K$906.2K+$19.0K2026-11-03
Merit Financial Group, LLC
DECREASED34,05834,202-1440%$873.9K$874.3K+$4082026-11-06
Prevail Innovative Wealth Advisors, LLC
INCREASED34,02222,448+11,574+52%$573.5K$885.9K+$312.4K2026-10-20
Joel Isaacson & Co., LLC
UNCHANGED33,48933,48900%$855.6K$859.7K+$4.0K2026-11-05
Quad-Cities Investment Group, LLC
INCREASED29,58429,033+551+2%$741.8K$759.4K+$17.6K2026-10-16
Blue Trust, Inc.
INCREASED29,01528,474+541+2%$727.5K$744.8K+$17.3K2026-10-15
Creative Planning
DECREASED28,56229,083-521-2%$743.1K$733.2K-$9.9K2026-11-02
Cannon Advisors, Inc.
DECREASED28,01228,406-394-1%$741.7K$731.7K-$10.0K2026-10-14
Sage Capital Advisors,llc
INCREASED27,94918,720+9,229+49%$478.3K$717.4K+$239.1K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED25,99124,298+1,693+7%$620.8K$667.2K+$46.4K2026-11-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED25,97625,97600%$663.7K$666.8K+$3.1K2026-10-15
LEE Danner & Bass Inc
UNCHANGED25,00025,00000%$638.8K$641.8K+$3.0K2026-10-27
Uniting Wealth Partners, LLC
INCREASED24,41023,192+1,218+5%$592.6K$626.6K+$34.1K2026-11-06
King Luther Capital Management Corp
UNCHANGED21,96221,96200%$561.1K$563.8K+$2.6K2026-11-05
West Bancorporation Inc
DECREASED21,36549,490-28,125-57%$1.3M$548.4K-$716.0K2026-10-29
Mezzasalma Advisors, LLC
INCREASED21,34420,999+345+2%$536.5K$547.9K+$11.4K2026-10-14
Dana Investment Advisors, Inc.
INCREASED20,8819,156+11,725+128%$233.9K$536.0K+$302.1K2026-11-06
Brookstone Capital Management
INCREASED20,20213,177+7,025+53%$336.7K$518.6K+$181.9K2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED19,56111,052+8,509+77%$282.4K$502.1K+$219.8K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED19,25417,291+1,963+11%$441.8K$494.2K+$52.5K2026-11-06
PNC Financial Services Group, Inc.
INCREASED18,69018,288+402+2%$467.3K$479.8K+$12.5K2026-11-06
Allegheny Financial Group
UNCHANGED18,47318,47300%$472.0K$474.2K+$2.2K2026-11-05
MinichMacGregor Wealth Management, LLC
INCREASED17,47817,169+309+2%$438.7K$448.7K+$10.0K2026-10-14
Intrua Financial, LLC
INCREASED17,19716,984+213+1%$433.9K$441.5K+$7.5K2026-10-28
Mcdonald Partners LLC
UNCHANGED17,07917,07900%$436.4K$438.4K+$2.0K2026-11-03
Venture Visionary Partners LLC
NEW16,597—+16,597——$426.1K—2026-10-07
Park Avenue Securities LLC
INCREASED16,32116,028+293+2%$410.0K$419.0K+$9.0K2026-10-26
Regions Financial Corp
DECREASED16,10316,217-114-1%$414.3K$413.4K-$9802026-11-05
HB Wealth Management, LLC
NEW16,007—+16,007——$410.9K—2026-10-23
Kestra Advisory Services, LLC
INCREASED15,20712,770+2,437+19%$326.3K$390.4K+$64.1K2026-11-02
Wesbanco Bank Inc
DECREASED14,77717,773-2,996-17%$454.1K$379.3K-$74.8K2026-11-04
SMH Capital Advisors Inc
INCREASED13,67413,282+392+3%$339.4K$351.0K+$11.7K2026-10-29
MSH Capital Advisors LLC
INCREASED13,02012,942+78+1%$330.7K$334.2K+$3.6K2026-11-03
Founders Capital Management, LLC
INCREASED12,97512,372+603+5%$316.1K$333.1K+$17.0K2026-10-23
Closed-End Fund Advisors, Inc.
INCREASED12,96612,964+2+0%$331.2K$332.8K+$1.6K2026-11-04
Sterling Manor Financial, LLC
NEW12,609—+12,609——$323.7K—2026-10-21
Evermay Wealth Management LLC
NEW12,068—+12,068——$309.8K—2026-11-05
Truist Financial Corp
INCREASED11,95911,520+439+4%$294.3K$307.0K+$12.7K2026-10-30
Abel Hall, LLC
UNCHANGED11,20011,20000%$286.2K$287.5K+$1.3K2026-10-19
Valmark Advisers, Inc.
INCREASED11,1329,797+1,335+14%$250.3K$285.8K+$35.4K2026-11-06
Silverlake Wealth Management LLC
UNCHANGED10,82110,82100%$276.5K$277.8K+$1.3K2026-10-21
Vista Investment Partners II, LLC
INCREASED10,69310,394+299+3%$265.6K$274.5K+$8.9K2026-10-15
Bernicke Wealth Management, Ltd.
INCREASED10,60710,409+198+2%$265.9K$272.3K+$6.3K2026-11-06
Benchmark Financial Wealth Advisors, LLC
UNCHANGED10,44410,44400%$266.8K$268.1K+$1.3K2026-10-20
US Bancorp \de\
INCREASED10,2638,049+2,214+28%$205.7K$263.5K+$57.8K2026-11-05
StoneX Group Inc.
INCREASED10,1439,724+419+4%$248.4K$260.3K+$11.8K2026-11-03
Davenport & Co LLC
NEW10,024—+10,024——$257.3K—2026-10-14
CRA Financial Services, LLC
UNCHANGED10,00010,00000%$255.5K$256.7K+$1.2K2026-10-16
Post Resch Tallon Group Inc.
INCREASED9,9809,921+59+1%$253.5K$256.2K+$2.7K2026-10-09
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED9,2779,27700%$237.0K$238.1K+$1.1K2026-10-27
Legacy Advisors, LLC
NEW9,203—+9,203——$236.2K—2026-10-19
Pinion Investment Advisors, LLC
DECREASED9,1199,392-273-3%$240.0K$234.1K-$5.9K2026-11-04
GoalVest Advisory LLC
DECREASED9,1199,392-273-3%$240.0K$234.1K-$5.9K2026-10-02
Tradewinds Capital Management, LLC
UNCHANGED8,8768,87600%$226.8K$227.9K+$1.1K2026-10-23
Financial Consulate, Inc
INCREASED8,4577,808+649+8%$199.5K$217.1K+$17.6K2026-10-23
Allworth Financial LP
UNCHANGED8,4058,40500%$214.7K$214.7K$02026-11-06
IFP Advisors, Inc
INCREASED8,3108,155+155+2%$208.4K$213.3K+$5.0K2026-10-16
Hudock, Inc.
INCREASED8,2548,101+153+2%$207.0K$211.9K+$4.9K2026-10-14
First Community Trust NA
UNCHANGED4,6804,68000%$119.6K$120.1K+$5622026-10-07
First Command Advisory Services, Inc.
INCREASED4,5044,420+84+2%$112.9K$115.6K+$2.7K2026-11-05
Private Trust Co NA
INCREASED4,0453,971+74+2%$101.5K$103.8K+$2.4K2026-10-20
Buck Wealth Strategies, LLC
INCREASED3,0943,036+58+2%$77.6K$79.4K+$1.8K2026-10-28
Farther Finance Advisors, LLC
INCREASED3,0561,400+1,656+118%$35.5K$78.4K+$42.9K2026-10-08
Bayban
UNCHANGED2,4342,43400%$62.2K$62.2K$02026-11-05
Assetmark, Inc
UNCHANGED2,0402,04000%$52.1K$52.4K+$2452026-10-21
Archer Investment Corp
UNCHANGED1,8891,88900%$48.3K$48.5K+$2272026-11-05
Signaturefd, LLC
UNCHANGED1,4401,44000%$36.8K$37.0K+$1732026-10-23
Latitude Advisors, LLC
NEW1,295—+1,295——$33.2K—2026-10-27
Trust Co of Vermont
UNCHANGED1,2031,20300%$30.7K$30.9K+$1442026-10-21
Atwood & Palmer Inc
UNCHANGED1,0571,05700%$27.0K$27.1K+$1272026-10-08
Caldwell Trust Co
DECREASED962963-10%$24.6K$24.7K+$902026-10-30
Larson Financial Group LLC
INCREASED903886+17+2%$22.6K$23.2K+$5392026-11-05
Creative Financial Designs Inc
INCREASED654645+9+1%$16.5K$16.8K+$3252026-11-04
Bangor Savings Bank
UNCHANGED63363300%$16.2K$16.2K+$762026-10-06
Meriwether Wealth & Planning, LLC
NEW539—+539——$13.8K—2026-10-13
Russell Investments Group, Ltd.
INCREASED53464+470+734%$1.6K$13.7K+$12.1K2026-11-06
Mather Group, Llc.
UNCHANGED53253200%$13.6K$13.6K+$632026-10-14
Armstrong Advisory Group, Inc
UNCHANGED50050000%$12.8K$12.8K+$602026-10-09
Hilltop National Bank
UNCHANGED31731700%$8.1K$8.1K+$382026-10-14
SRH Advisors, LLC
UNCHANGED31331300%$8.0K$8.0K+$382026-10-22
GK Wealth Management LLC
NEW240—+240——$6.2K—2026-10-09
Cassaday & Co Wealth Management LLC
NEW215—+215——$5.5K—2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED19419400%$5.0K$5.0K+$232026-10-23
Maryland Capital Advisors Inc.
UNCHANGED17517500%$4.5K$4.5K+$212026-10-15
CoreCap Advisors, LLC
DECREASED106219-113-52%$5.6K$2.7K-$2.9K2026-10-08
Root Financial Partners, LLC
NEW81—+81——$2.1K—2026-10-21
Citigroup Inc
UNCHANGED5500%$128$128$02026-11-04
Diversified Trust Co
CLOSED065,351-65,351-100%$1.7M$0-$1.7M2026-11-06
LexAurum Advisors, LLC
CLOSED046,383-46,383-100%$1.2M$0-$1.2M2026-10-19
Kingswood Wealth Advisors, LLC
CLOSED019,313-19,313-100%$493.4K$0-$493.4K2026-10-23
Choreo, LLC
CLOSED011,878-11,878-100%$303.5K$0-$303.5K2026-10-28
Confluence Wealth Services, Inc.
CLOSED08,333-8,333-100%$212.9K$0-$212.9K2026-11-05
Strategic Family Wealth Counselors, L.L.C.
CLOSED08,091-8,091-100%$206.7K$0-$206.7K2026-10-29
Hager Investment Management Services, LLC
CLOSED01,445-1,445-100%$36.9K$0-$36.9K2026-11-04
Institute for Wealth Management, Llc.
CLOSED01,119-1,119-100%$28.6K$0-$28.6K2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0253-253-100%$6.5K$0-$6.5K2026-10-29
WPG Advisers, LLC
CLOSED01-1-100%$26$0-$262026-10-27
Lazard Asset Management LLC
N/A—3,208,355-3,208,355-100%$82.0M———
Raymond James Financial Inc
N/A—1,318,584-1,318,584-100%$33.7M———
Cohen & Steers, Inc.
N/A—1,101,635-1,101,635-100%$28.1M———
Royal Bank of Canada
N/A—953,099-953,099-100%$24.4M———
Morgan Stanley
N/A—768,743-768,743-100%$19.6M———
Stifel Financial Corp
N/A—413,322-413,322-100%$10.6M———
Advisors Asset Management, Inc.
N/A—401,665-401,665-100%$10.3M———
Bank of America Corp
N/A—320,464-320,464-100%$8.2M———
Wells Fargo & Company
N/A—295,048-295,048-100%$7.5M———
1607 Capital Partners, LLC
N/A—286,678-286,678-100%$7.3M———
Intrepid Family Office LLC
N/A—278,226-278,226-100%$7.1M———
Ameriprise Financial Inc
N/A—272,279-272,279-100%$7.0M———
GatePass Capital, LLC
N/A—235,085-235,085-100%$6.0M———
MAI Capital Management
N/A—221,469-221,469-100%$5.7M———
RB Capital Management, LLC
N/A—211,303-211,303-100%$5.4M———
Osaic Holdings, Inc.
N/A—201,219-201,219-100%$5.1M———
FCA Corp
N/A—200,255-200,255-100%$5.1M———
Jones Financial Companies Lllp
N/A—197,843-197,843-100%$5.0M———
Roberts Glore & Co Inc
N/A—160,810-160,810-100%$4.1M———
Cetera Investment Advisers
N/A—150,243-150,243-100%$3.8M———
UBS Group AG
N/A—129,026-129,026-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—127,656-127,656-100%$3.3M———
Focus Partners Wealth
N/A—99,522-99,522-100%$2.5M———
Guggenheim Capital LLC
N/A—91,830-91,830-100%$2.3M———
Atlas Wealth LLC
N/A—82,341-82,341-100%$2.1M———
Walsh & Associates, LLC
N/A—79,791-79,791-100%$2.0M———
Evolve Private Wealth, LLC
N/A—78,995-78,995-100%$2.0M———
Waverly Advisors, LLC
N/A—68,187-68,187-100%$1.7M———
Invesco Ltd.
N/A—67,186-67,186-100%$1.7M———
Mercer Global Advisors Inc
N/A—65,950-65,950-100%$1.7M———
HighTower Advisors, LLC
N/A—63,930-63,930-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—61,569-61,569-100%$1.6M———
Janney Montgomery Scott LLC
N/A—56,980-56,980-100%$1.5M———
Wealthspire Advisors, LLC
N/A—52,729-52,729-100%$1.3M———
Mariner, LLC
N/A—51,629-51,629-100%$1.3M———
Private Advisor Group, LLC
N/A—49,429-49,429-100%$1.3M———
Northwestern Mutual Wealth Management Co
N/A—47,750-47,750-100%$1.2M———
JPMorgan Chase & Co
N/A—47,241-47,241-100%$1.2M———
Capstone Financial Advisors, Inc.
N/A—43,424-43,424-100%$1.1M———
Ancora Advisors LLCA
N/A—40,046-40,046-100%$1.0M———
Concorde Asset Management, LLC
N/A—39,657-39,657-100%$1.0M———
Prostatis Group LLC
N/A—34,688-34,688-100%$886.3K———
MML Investors Services, LLC
N/A—34,087-34,087-100%$870.9K———
NewEdge Advisors, LLC
N/A—33,607-33,607-100%$858.7K———
Cerity Partners LLC
N/A—32,286-32,286-100%$824.9K———
Peak Asset Management, LLC
N/A—32,200-32,200-100%$822.7K———
Kovack Advisors, Inc.
N/A—31,969-31,969-100%$817.2K———
Navis Wealth Advisors, LLC
N/A—30,945-30,945-100%$790.6K———
XTX Topco Ltd
N/A—30,457-30,457-100%$778.2K———
Farmers National Bank
N/A—27,234-27,234-100%$695.8K———
Harbour Investments, Inc.
N/A—23,559-23,559-100%$601.9K———
World Investment Advisors
N/A—22,657-22,657-100%$506.5K———
EP Wealth Advisors, LLC
N/A—22,321-22,321-100%$570.3K———
Savvy Advisors, Inc.
N/A—22,104-22,104-100%$564.8K———
AQR Capital Management LLC
N/A—21,764-21,764-100%$556.1K———
Stratos Wealth Partners, Ltd.
N/A—20,758-20,758-100%$530.4K———
Retirement Planning Group, LLC / NY
N/A—20,305-20,305-100%$518.8K———
Captrust Financial Advisors
N/A—17,167-17,167-100%$438.6K———
Pathstone Holdings, LLC
N/A—15,339-15,339-100%$391.9K———
NewEdge Wealth, LLC
N/A—14,813-14,813-100%$378.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,540-14,540-100%$371.5K———
K2 Principal Fund, L.P.
N/A—14,520-14,520-100%$371.0K———
Generation Capital Management LLC
N/A—13,829-13,829-100%$353.3K———
&partners
N/A—12,800-12,800-100%$327.0K———
Citadel Advisors LLC
N/A—11,981-11,981-100%$306.1K———
Bank of Montreal
N/A—11,886-11,886-100%$303.7K———
Hamrick Investment Counsel, llc
N/A—11,651-11,651-100%$297.7K———
Harbour Wealth Management Group, Inc.
N/A—11,585-11,585-100%$296.0K———
Bessemer Group Inc
N/A—11,530-11,530-100%$295.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—11,403-11,403-100%$291.3K———
Equitable Holdings, Inc.
N/A—10,892-10,892-100%$278.3K———
Snowden Capital Advisors LLC
N/A—10,826-10,826-100%$276.6K———
Blue Chip Partners, LLC
N/A—10,744-10,744-100%$274.5K———
Sequoia Financial Advisors, LLC
N/A—9,819-9,819-100%$250.9K———
Envestnet Asset Management Inc
N/A—9,504-9,504-100%$242.8K———
Modern Wealth Management, LLC
N/A—8,340-8,340-100%$213.1K———
Lakeridge Wealth Management LLC
N/A—8,003-8,003-100%$204.5K———
Kingsview Wealth Management, LLC
N/A—7,899-7,899-100%$201.8K———
BFC Planning, Inc.
N/A—7,384-7,384-100%$188.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,384-6,384-100%$163.1K———
Glen Eagle Advisors, LLC
N/A—6,197-6,197-100%$158.3K———
Rockefeller Capital Management L.P.
N/A—3,279-3,279-100%$83.8K———
LRI Investments, LLC
N/A—3,168-3,168-100%$80.9K———
Security National Bank of SO DAK
N/A—2,687-2,687-100%$68.7K———
JPL Wealth Management, LLC
N/A—1,472-1,472-100%$37.6K———
Rothschild Investment LLC
N/A—1,417-1,417-100%$36.2K———
Westfuller Advisors, LLC
N/A—1,354-1,354-100%$34.6K———
Atlantic Union Bankshares Corp
N/A—1,175-1,175-100%$30.0K———
Millstone Evans Group, LLC
N/A—1,036-1,036-100%$26.5K———
Arax Advisory Partners
N/A—970-970-100%$24.8K———
BlackRock, Inc.
N/A—963-963-100%$24.6K———
Napier Financial, LLC
N/A—669-669-100%$17.1K———
Dunhill Financial, LLC
N/A—644-644-100%$16.5K———
UBS Asset Management Americas LLC
N/A—544-544-100%$13.9K———
Basepoint Wealth LLC
N/A—367-367-100%$9.4K———
Thomas J. Herzfeld Advisors, Inc.
N/A—320-320-100%$8.2K———
Whittier Trust Co
N/A—105-105-100%$2.7K———
Global Retirement Partners, LLC
N/A—20-20-100%$511———
Huntington National Bank
N/A—1-1-100%$26———
Showing 229 of 229 institutions