IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Xtrackers Msci Eafe Hedged E (DBEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,343,247 from 3,700,909
Change+642,338 (+17%)
Value$238.7M (+$36.5M)
Filed 2026-11-06
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares1,542,014 from 1,536,270
Change+5,744 (+0%)
Value$84.7M (+$807.2K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,141,339 from 1,168,746
Change-27,407 (-2%)
Value$62.2M (-$1.8M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares893,166 from 816,607
Change+76,559 (+9%)
Value$49.1M (+$4.5M)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares859,044 from 891,377
Change-32,333 (-4%)
Value$47.2M (-$1.5M)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares710,977 from 709,831
Change+1,146 (+0%)
Value$39.1M (+$290.1K)
Filed 2026-10-09
Sachem Hill LLC
DECREASED
Shares702,119 from 702,551
Change-432 (0%)
Value$38.6M (+$201.1K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares626,162 from 660,945
Change-34,783 (-5%)
Value$34.4M (-$1.7M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares596,894 from 592,529
Change+4,365 (+1%)
Value$32.8M (+$429.5K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares543,656 from 511,834
Change+31,822 (+6%)
Value$29.9M (+$1.9M)
Filed 2026-11-02
Burkett Financial Services, LLC
DECREASED
Shares482,616 from 490,036
Change-7,420 (-2%)
Value$26.5M (-$250.9K)
Filed 2026-10-01
Blankinship & Foster, LLC
DECREASED
Shares475,395 from 483,179
Change-7,784 (-2%)
Value$26.1M (-$273.1K)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares447,697 from 441,230
Change+6,467 (+1%)
Value$24.6M (+$496.6K)
Filed 2026-10-27
Financial Insights, Inc.
INCREASED
Shares412,312 from 402,788
Change+9,524 (+2%)
Value$22.7M (+$652.4K)
Filed 2026-10-27
TrueWealth Advisors, LLC
INCREASED
Shares354,997 from 353,927
Change+1,070 (+0%)
Value$19.5M (+$172.1K)
Filed 2026-10-09
Droms Strauss Advisors Inc
INCREASED
Shares347,734 from 330,079
Change+17,655 (+5%)
Value$19.1M (+$1.1M)
Filed 2026-11-03
Dala Group, LLC
INCREASED
Shares340,881 from 292,393
Change+48,488 (+17%)
Value$18.7M (+$2.8M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares323,291 from 317,938
Change+5,353 (+2%)
Value$17.8M (+$395.9K)
Filed 2026-11-04
Summa Corp.
INCREASED
Shares321,880 from 85,816
Change+236,064 (+275%)
Value$17.7M (+$13.0M)
Filed 2026-10-30
Annex Advisory Services, LLC
DECREASED
Shares300,583 from 345,799
Change-45,216 (-13%)
Value$16.5M (-$2.4M)
Filed 2026-10-16
Vicus Capital
INCREASED
Shares295,277 from 284,673
Change+10,604 (+4%)
Value$16.2M (+$673.7K)
Filed 2026-11-05
Wellington Grp LLC
DECREASED
Shares281,880 from 333,089
Change-51,209 (-15%)
Value$15.5M (-$2.7M)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
DECREASED
Shares239,121 from 257,043
Change-17,922 (-7%)
Value$13.1M (-$977.1K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares227,322 from 261,305
Change-33,983 (-13%)
Value$12.5M (-$1.8M)
Filed 2026-10-16
Embree Financial Group
DECREASED
Shares224,534 from 239,837
Change-15,303 (-6%)
Value$12.3M (-$764.1K)
Filed 2026-10-22
Lodestar Private Asset Management LLC
DECREASED
Shares223,478 from 226,780
Change-3,302 (-1%)
Value$12.3M (-$108.9K)
Filed 2026-10-26
Wealth Advisory Team LLC
DECREASED
Shares221,989 from 223,278
Change-1,289 (-1%)
Value$12.2M (+$610)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED
Shares212,162 from 202,503
Change+9,659 (+5%)
Value$11.7M (+$595.6K)
Filed 2026-10-30
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares203,880 from 190,058
Change+13,822 (+7%)
Value$11.2M (+$820.4K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares195,216 from 196,404
Change-1,188 (-1%)
Value$10.7M (-$905)
Filed 2026-10-08
Thrivent Financial for Lutherans
INCREASED
Shares193,430 from 149,954
Change+43,476 (+29%)
Value$10.6M (+$2.4M)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares190,071 from 198,679
Change-8,608 (-4%)
Value$10.4M (-$409.5K)
Filed 2026-11-06
Carter Financial Group, Inc.
INCREASED
Shares160,168 from 159,889
Change+279 (+0%)
Value$8.8M (+$66.5K)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares159,820 from 169,902
Change-10,082 (-6%)
Value$8.8M (-$499.6K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
DECREASED
Shares157,241 from 159,392
Change-2,151 (-1%)
Value$8.6M (-$67.2K)
Filed 2026-10-29
NewSquare Capital LLC
INCREASED
Shares156,845 from 152,567
Change+4,278 (+3%)
Value$8.6M (+$283.9K)
Filed 2026-11-06
Unique Wealth Strategies, LLC
UNCHANGED
Shares146,793 from 146,793
Change0 (0%)
Value$8.0M ($0)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares145,505 from 147,023
Change-1,518 (-1%)
Value$8.0M (-$36.4K)
Filed 2026-11-05
Investors Research Corp
INCREASED
Shares145,488 from 137,576
Change+7,912 (+6%)
Value$8.0M (+$478.8K)
Filed 2026-10-07
Schorn Wealth LLC
INCREASED
Shares138,271 from 135,091
Change+3,180 (+2%)
Value$7.6M (+$218.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares128,071 from 133,921
Change-5,850 (-4%)
Value$7.0M (-$278.6K)
Filed 2026-10-20
Cooper Financial Group
DECREASED
Shares126,005 from 136,202
Change-10,197 (-7%)
Value$6.9M (-$516.7K)
Filed 2026-10-07
Elevatus Welath Management
INCREASED
Shares125,865 from 121,145
Change+4,720 (+4%)
Value$6.9M (+$298.2K)
Filed 2026-10-19
Hartford Financial Management Inc.
INCREASED
Shares125,273 from 122,034
Change+3,239 (+3%)
Value$6.9M (+$217.0K)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares123,204 from 115,236
Change+7,968 (+7%)
Value$6.7M (+$417.7K)
Filed 2026-10-23
Next Level Private LLC
DECREASED
Shares122,031 from 122,896
Change-865 (-1%)
Value$6.7M (-$8.2K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares118,610 from 119,025
Change-415 (0%)
Value$6.5M (+$15.3K)
Filed 2026-11-06
Rainier Family Wealth Inc
INCREASED
Shares117,690 from 113,401
Change+4,289 (+4%)
Value$6.5M (+$272.0K)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares110,410 from 89,413
Change+20,997 (+23%)
Value$6.1M (+$1.2M)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares104,799 from 91,771
Change+13,028 (+14%)
Value$5.8M (+$745.3K)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares103,679 from 102,585
Change+1,094 (+1%)
Value$5.7M (+$67.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares103,679 from 102,585
Change+1,094 (+1%)
Value$5.7M (+$67.4K)
Filed 2026-10-20
Certified Advisory Corp
INCREASED
Shares103,433 from 84,242
Change+19,191 (+23%)
Value$5.7M (+$1.1M)
Filed 2026-10-29
Columbus Macro, LLC
DECREASED
Shares102,260 from 103,958
Change-1,698 (-2%)
Value$5.6M (-$60.0K)
Filed 2026-10-14
Chris Bulman Inc
INCREASED
Shares97,656 from 88,483
Change+9,173 (+10%)
Value$5.4M (+$532.4K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares96,273 from 80,015
Change+16,258 (+20%)
Value$5.3M (+$919.0K)
Filed 2026-10-13
Sarver Vrooman Wealth Advisors
INCREASED
Shares90,668 from 78,314
Change+12,354 (+16%)
Value$5.0M (+$670.6K)
Filed 2026-10-01
HBK Sorce Advisory LLC
UNCHANGED
Shares87,396 from 87,396
Change0 (0%)
Value$4.7M (-$130.2K)
Filed 2026-11-06
Ipsen Advisor Group LLC
DECREASED
Shares86,139 from 90,144
Change-4,005 (-4%)
Value$4.7M (-$191.3K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares82,385 from 87,178
Change-4,793 (-5%)
Value$4.5M (-$235.5K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares79,620 from 76,182
Change+3,438 (+5%)
Value$4.4M (+$196.6K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares79,057 from 76,144
Change+2,913 (+4%)
Value$4.3M (+$184.4K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares75,411 from 74,674
Change+737 (+1%)
Value$4.1M (+$64.4K)
Filed 2026-11-04
Csenge Advisory Group
DECREASED
Shares73,845 from 73,852
Change-7 (0%)
Value$4.1M (+$23.2K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares73,762 from 67,484
Change+6,278 (+9%)
Value$4.1M (+$366.6K)
Filed 2026-10-22
Sage Capital Management, LLC
INCREASED
Shares71,073 from 70,377
Change+696 (+1%)
Value$3.9M (+$60.8K)
Filed 2026-10-20
Oath Planning, LLC
INCREASED
Shares67,927 from 57,502
Change+10,425 (+18%)
Value$3.7M (+$591.2K)
Filed 2026-10-20
Goldstein Advisors, LLC
DECREASED
Shares66,124 from 66,395
Change-271 (0%)
Value$3.6M (+$6.4K)
Filed 2026-10-15
ATX Financial Planning, LLC
INCREASED
Shares64,932 from 52,099
Change+12,833 (+25%)
Value$3.6M (+$721.8K)
Filed 2026-10-14
Wagner Wealth Management, Corp
INCREASED
Shares63,556 from 58,646
Change+4,910 (+8%)
Value$3.5M (+$288.6K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares62,985 from 56,557
Change+6,428 (+11%)
Value$3.5M (+$371.3K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares60,325 from 12,982
Change+47,343 (+365%)
Value$3.3M (+$2.6M)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares56,981 from 54,424
Change+2,557 (+5%)
Value$3.1M (+$157.9K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED
Shares54,126 from 52,250
Change+1,876 (+4%)
Value$3.0M (+$119.8K)
Filed 2026-10-08
Enzi Wealth
DECREASED
Shares51,961 from 54,252
Change-2,291 (-4%)
Value$2.9M (-$109.1K)
Filed 2026-10-14
Strategic Advisors LLC
DECREASED
Shares50,231 from 50,461
Change-230 (0%)
Value$2.8M (+$3.5K)
Filed 2026-10-13
Jordan Park Group LLC
DECREASED
Shares49,589 from 49,846
Change-257 (-1%)
Value$2.7M (+$1.8K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares44,713 from 37,078
Change+7,635 (+21%)
Value$2.5M (+$437.3K)
Filed 2026-10-13
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares42,459 from 42,459
Change0 (0%)
Value$2.3M (+$13.6K)
Filed 2026-10-22
TME Financial, Inc.
DECREASED
Shares42,204 from 59,367
Change-17,163 (-29%)
Value$2.3M (-$924.1K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares41,938 from 30,146
Change+11,792 (+39%)
Value$2.3M (+$657.6K)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares40,873 from 47,525
Change-6,652 (-14%)
Value$2.2M (-$350.3K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares40,544 from 35,694
Change+4,850 (+14%)
Value$2.2M (+$277.9K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
INCREASED
Shares38,455 from 33,778
Change+4,677 (+14%)
Value$2.1M (+$267.8K)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares37,845 from 38,861
Change-1,016 (-3%)
Value$2.1M (-$43.4K)
Filed 2026-10-27
Evolution Wealth Management Inc.
INCREASED
Shares35,906 from 34,221
Change+1,685 (+5%)
Value$2.0M (+$103.5K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares35,396 from 32,966
Change+2,430 (+7%)
Value$1.9M (+$144.1K)
Filed 2026-11-05
BCS Wealth Management
INCREASED
Shares35,214 from 34,362
Change+852 (+2%)
Value$1.9M (+$57.8K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares35,174 from 33,843
Change+1,331 (+4%)
Value$1.9M (+$84.0K)
Filed 2026-10-19
Old National Bancorp
UNCHANGED
Shares35,073 from 35,073
Change0 (0%)
Value$1.9M (+$11.2K)
Filed 2026-10-20
Trinity Wealth Management, LLC
NEW
Shares33,633
Change+33,633
Value$1.8M
Filed 2026-10-13
Integrated Capital Management, LLC
DECREASED
Shares32,960 from 34,224
Change-1,264 (-4%)
Value$1.8M (-$58.5K)
Filed 2026-10-23
Insight Wealth Partners, LLC
DECREASED
Shares32,448 from 34,329
Change-1,881 (-5%)
Value$1.8M (-$92.4K)
Filed 2026-10-26
Clearwater Capital Advisors, LLC
DECREASED
Shares31,874 from 31,909
Change-35 (0%)
Value$1.8M (+$8.3K)
Filed 2026-11-06
Curtis Advisory Group, LLC
INCREASED
Shares31,811 from 31,080
Change+731 (+2%)
Value$1.7M (+$50.1K)
Filed 2026-10-28
Orin Green Financial, LLC
UNCHANGED
Shares31,158 from 31,158
Change0 (0%)
Value$1.7M (+$10.0K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares30,191 from 26,274
Change+3,917 (+15%)
Value$1.7M (+$223.6K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares29,841 from 22,464
Change+7,377 (+33%)
Value$1.6M (+$412.6K)
Filed 2026-10-29
Wealthcare Capital Management LLC
DECREASED
Shares28,334 from 28,511
Change-177 (-1%)
Value$1.6M (-$603)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares28,227 from 27,856
Change+371 (+1%)
Value$1.6M (+$29.3K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares27,379 from 17,473
Change+9,906 (+57%)
Value$1.5M (+$549.9K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
DECREASED
Shares26,946 from 27,684
Change-738 (-3%)
Value$1.5M (-$31.7K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares25,719 from 25,719
Change0 (0%)
Value$1.4M (+$8.2K)
Filed 2026-10-21
International Assets Investment Management, LLC
DECREASED
Shares25,000 from 26,971
Change-1,971 (-7%)
Value$1.4M (-$101.9K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares24,521 from 27,490
Change-2,969 (-11%)
Value$1.3M (-$154.4K)
Filed 2026-10-15
VestGen Advisors, LLC
INCREASED
Shares24,010 from 23,794
Change+216 (+1%)
Value$1.3M (+$19.5K)
Filed 2026-10-27
PCA Investment Advisory Services Inc.
INCREASED
Shares23,548 from 23,038
Change+510 (+2%)
Value$1.3M (+$35.4K)
Filed 2026-10-13
Able Wealth Management LLC
DECREASED
Shares22,374 from 22,737
Change-363 (-2%)
Value$1.2M (-$6.8K)
Filed 2026-10-13
Manchester Capital Management LLC
DECREASED
Shares21,167 from 21,626
Change-459 (-2%)
Value$1.2M (-$18.3K)
Filed 2026-10-22
Kestra Investment Management, LLC
DECREASED
Shares20,573 from 21,851
Change-1,278 (-6%)
Value$1.1M (-$63.2K)
Filed 2026-11-04
Swmg, LLC
NEW
Shares18,558
Change+18,558
Value$1.0M
Filed 2026-10-23
Sageworth Trust Co
DECREASED
Shares18,292 from 22,736
Change-4,444 (-20%)
Value$1.0M (-$236.9K)
Filed 2026-10-30
Deutsche Bank Ag\
DECREASED
Shares17,594 from 24,094
Change-6,500 (-27%)
Value$966.8K (-$349.5K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares17,554 from 23,001
Change-5,447 (-24%)
Value$964.6K (-$291.9K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares17,493 from 16,289
Change+1,204 (+7%)
Value$961.2K (+$69.4K)
Filed 2026-11-06
Destiny Wealth Partners, LLC
NEW
Shares16,260
Change+16,260
Value$891.4K
Filed 2026-11-05
Goelzer Investment Management, Inc.
UNCHANGED
Shares15,724 from 15,724
Change0 (0%)
Value$864.0K (+$5.0K)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares15,662 from 15,662
Change0 (0%)
Value$860.6K (+$5.0K)
Filed 2026-11-04
Berkeley, Inc
INCREASED
Shares15,653 from 14,821
Change+832 (+6%)
Value$860.2K (+$50.5K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
DECREASED
Shares14,897 from 14,958
Change-61 (0%)
Value$818.6K (+$1.4K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares14,746
Change+14,746
Value$810.3K
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED
Shares14,535 from 14,830
Change-295 (-2%)
Value$798.7K (-$11.5K)
Filed 2026-10-26
Wedmont Private Capital
UNCHANGED
Shares14,044 from 14,044
Change0 (0%)
Value$765.4K (-$3.8K)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares14,019 from 14,395
Change-376 (-3%)
Value$770.3K (-$16.1K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares13,765 from 6,449
Change+7,316 (+113%)
Value$756.4K (+$404.1K)
Filed 2026-11-06
Prosperity Financial Group, Inc.
DECREASED
Shares13,610 from 14,039
Change-429 (-3%)
Value$747.9K (-$19.1K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,494 from 12,261
Change+233 (+2%)
Value$686.6K (+$16.8K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
DECREASED
Shares12,354 from 14,232
Change-1,878 (-13%)
Value$678.2K (-$110.0K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares12,232 from 11,869
Change+363 (+3%)
Value$672.1K (+$23.7K)
Filed 2026-10-30
Trademark Financial Management, LLC
DECREASED
Shares12,101 from 12,106
Change-5 (0%)
Value$665.0K (+$3.6K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares11,404 from 10,669
Change+735 (+7%)
Value$626.6K (+$43.8K)
Filed 2026-10-29
Evanson Financial, LLC
UNCHANGED
Shares11,341 from 11,341
Change0 (0%)
Value$623.2K (+$3.6K)
Filed 2026-10-23
Optima Capital LLC
INCREASED
Shares11,323 from 9,973
Change+1,350 (+14%)
Value$622.2K (+$77.4K)
Filed 2026-10-29
Sentinel Advisory Group, LLC
UNCHANGED
Shares11,317 from 11,317
Change0 (0%)
Value$621.9K (+$3.6K)
Filed 2026-10-20
Maltin Wealth Management, Inc.
UNCHANGED
Shares11,219 from 11,219
Change0 (0%)
Value$616.5K (+$3.6K)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED
Shares11,002 from 11,002
Change0 (0%)
Value$604.6K (+$3.5K)
Filed 2026-10-16
Family Office Research LLC
UNCHANGED
Shares10,866 from 10,866
Change0 (0%)
Value$597.1K (+$3.5K)
Filed 2026-10-14
Auxano Advisors, LLC
DECREASED
Shares10,800 from 11,120
Change-320 (-3%)
Value$593.5K (-$14.0K)
Filed 2026-11-06
Clear Trail Advisors, LLC
UNCHANGED
Shares10,782 from 10,782
Change0 (0%)
Value$592.5K (+$3.5K)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
UNCHANGED
Shares10,688 from 10,688
Change0 (0%)
Value$587.3K (+$3.4K)
Filed 2026-10-20
Lutz Financial Services LLC
UNCHANGED
Shares10,469 from 10,469
Change0 (0%)
Value$575.3K (+$3.4K)
Filed 2026-11-06
Advisor OS, LLC
INCREASED
Shares10,256 from 9,531
Change+725 (+8%)
Value$563.6K (+$42.9K)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares10,190
Change+10,190
Value$559.9K
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares10,175 from 8,585
Change+1,590 (+19%)
Value$559.1K (+$90.1K)
Filed 2026-11-04
Valued Retirements, Inc.
DECREASED
Shares10,116 from 10,118
Change-2 (0%)
Value$555.9K (+$3.1K)
Filed 2026-11-06
Ritholtz Wealth Management
DECREASED
Shares9,859 from 9,909
Change-50 (0%)
Value$541.8K (+$424)
Filed 2026-11-05
Avaii Wealth Management, LLC
UNCHANGED
Shares9,238 from 9,238
Change0 (0%)
Value$508.3K (+$3.6K)
Filed 2026-10-09
LVW Advisors, LLC
UNCHANGED
Shares9,090 from 9,090
Change0 (0%)
Value$499.5K (+$2.9K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED
Shares9,027 from 9,027
Change0 (0%)
Value$496.0K (+$2.9K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares8,916 from 8,946
Change-30 (0%)
Value$489.9K (+$1.2K)
Filed 2026-10-28
Keybank National Association
UNCHANGED
Shares8,785 from 8,785
Change0 (0%)
Value$482.7K (+$2.8K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares8,704 from 8,057
Change+647 (+8%)
Value$478.3K (+$38.2K)
Filed 2026-11-04
Garde Capital, Inc.
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$478.1K (+$2.8K)
Filed 2026-10-29
Hoxton Planning & Management, LLC
DECREASED
Shares8,645 from 8,862
Change-217 (-2%)
Value$475.0K (-$9.1K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares8,510 from 8,760
Change-250 (-3%)
Value$468.0K (-$11.0K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares8,129 from 8,309
Change-180 (-2%)
Value$446.7K (-$7.2K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
DECREASED
Shares8,012 from 8,170
Change-158 (-2%)
Value$440.2K (-$6.1K)
Filed 2026-10-19
Bridgelight Financial Advisors, Inc.
UNCHANGED
Shares7,958 from 7,958
Change0 (0%)
Value$437.3K (+$2.5K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED
Shares7,775 from 7,343
Change+432 (+6%)
Value$427.2K (+$26.1K)
Filed 2026-10-14
Avior Wealth Management, LLC
INCREASED
Shares7,726 from 7,332
Change+394 (+5%)
Value$424.6K (+$24.0K)
Filed 2026-10-13
Carson Advisory Inc.
UNCHANGED
Shares7,667 from 7,667
Change0 (0%)
Value$421.3K (+$2.5K)
Filed 2026-11-06
Fortitude Financial, LLC
NEW
Shares7,649
Change+7,649
Value$420.3K
Filed 2026-10-19
GHP Investment Advisors, Inc.
NEW
Shares7,208
Change+7,208
Value$396.1K
Filed 2026-10-15
Patten Group, Inc.
INCREASED
Shares6,896 from 4,707
Change+2,189 (+47%)
Value$378.9K (+$121.8K)
Filed 2026-10-26
HUB Investment Partners, LLC
DECREASED
Shares6,886 from 8,019
Change-1,133 (-14%)
Value$378.4K (-$59.7K)
Filed 2026-11-03
Northern Financial Advisors Inc
UNCHANGED
Shares6,876 from 6,876
Change0 (0%)
Value$377.9K (+$2.2K)
Filed 2026-10-29
HB Wealth Management, LLC
DECREASED
Shares6,794 from 7,194
Change-400 (-6%)
Value$373.3K (-$19.7K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED
Shares6,531 from 6,124
Change+407 (+7%)
Value$358.9K (+$24.3K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares6,494 from 6,494
Change0 (0%)
Value$354.7K ($0)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares6,460 from 7,298
Change-838 (-11%)
Value$355.0K (-$43.7K)
Filed 2026-10-23
Powerhouse Assets LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$351.7K (+$2.0K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares6,394 from 6,100
Change+294 (+5%)
Value$351.4K (+$18.1K)
Filed 2026-10-28
Helium Advisors LLC
UNCHANGED
Shares5,983 from 5,983
Change0 (0%)
Value$328.8K (+$1.9K)
Filed 2026-10-23
Golden State Wealth Management, LLC
UNCHANGED
Shares5,967 from 5,967
Change0 (0%)
Value$327.9K (+$1.9K)
Filed 2026-11-02
Vigilare Wealth Management
UNCHANGED
Shares5,910 from 5,910
Change0 (0%)
Value$324.8K (+$1.9K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED
Shares5,738 from 5,675
Change+63 (+1%)
Value$315.3K (+$5.3K)
Filed 2026-10-26
Clarity Capital Advisors, LLC
UNCHANGED
Shares5,708 from 5,708
Change0 (0%)
Value$313.7K (+$1.8K)
Filed 2026-10-27
Virtue Asset Management LLC
UNCHANGED
Shares5,567 from 5,567
Change0 (0%)
Value$305.9K (+$1.8K)
Filed 2026-10-21
Florida Trust Wealth Management Co
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$288.5K (+$1.7K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
NEW
Shares5,211
Change+5,211
Value$286.3K
Filed 2026-10-21
Traveka Wealth, LLC
DECREASED
Shares5,192 from 5,336
Change-144 (-3%)
Value$285.3K (-$6.2K)
Filed 2026-10-19
S.A. Mason LLC
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$284.4K (+$1.7K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares5,168 from 4,198
Change+970 (+23%)
Value$284.0K (+$54.6K)
Filed 2026-10-29
Compound Planning, Inc.
UNCHANGED
Shares4,915 from 4,915
Change0 (0%)
Value$270.1K (+$1.6K)
Filed 2026-11-05
Money Concepts Capital Corp
DECREASED
Shares4,876 from 5,583
Change-707 (-13%)
Value$267.9K (-$37.1K)
Filed 2026-11-06
Shayne & Jacobs, LLC
UNCHANGED
Shares4,866 from 4,866
Change0 (0%)
Value$267.4K (+$1.6K)
Filed 2026-10-21
IAG Wealth Partners, LLC
UNCHANGED
Shares4,774 from 4,774
Change0 (0%)
Value$262.3K (+$1.5K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares4,674 from 29,119
Change-24,445 (-84%)
Value$256.8K (-$1.3M)
Filed 2026-10-23
Redwood Financial Network Corp
DECREASED
Shares4,565 from 5,486
Change-921 (-17%)
Value$250.8K (-$48.8K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares4,470 from 4,492
Change-22 (0%)
Value$245.6K (+$229)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares4,398 from 4,345
Change+53 (+1%)
Value$241.7K (+$4.3K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
NEW
Shares4,381
Change+4,381
Value$240.7K
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares4,274 from 3,956
Change+318 (+8%)
Value$234.9K (+$18.7K)
Filed 2026-10-08
Oppenheimer & Co Inc
UNCHANGED
Shares4,272 from 4,272
Change0 (0%)
Value$234.7K (+$1.4K)
Filed 2026-10-26
Sutton Place Investors LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$230.8K (+$1.3K)
Filed 2026-10-20
Modera Wealth Management, LLC
UNCHANGED
Shares4,027 from 4,027
Change0 (0%)
Value$221.3K (+$1.3K)
Filed 2026-10-28
Glenview Trust Co
UNCHANGED
Shares4,024 from 4,024
Change0 (0%)
Value$221.1K (+$1.3K)
Filed 2026-10-28
Amicus Financial Advisors, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$214.3K (+$1.2K)
Filed 2026-11-03
Zions Bancorporation, National Association
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$212.7K (+$1.2K)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares3,867 from 3,917
Change-50 (-1%)
Value$211.7K (-$2.3K)
Filed 2026-10-15
Thompson Investment Management, Inc.
UNCHANGED
Shares3,835 from 3,835
Change0 (0%)
Value$210.7K (+$1.2K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares3,798 from 3,808
Change-10 (0%)
Value$208.7K (+$669)
Filed 2026-10-20
Simplicity Wealth,LLC
NEW
Shares3,648
Change+3,648
Value$200.5K
Filed 2026-10-23
Chapman Financial Group, LLC
UNCHANGED
Shares3,513 from 3,513
Change0 (0%)
Value$193.0K (+$1.1K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares3,331
Change+3,331
Value$183.0K
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares2,947 from 3,046
Change-99 (-3%)
Value$162.0K (-$4.5K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares2,859
Change+2,859
Value$157.1K
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$148.4K (+$864)
Filed 2026-10-21
Bank of New Hampshire
UNCHANGED
Shares2,495 from 2,495
Change0 (0%)
Value$137.1K (+$798)
Filed 2026-10-06
Friedenthal Financial
INCREASED
Shares2,367 from 272
Change+2,095 (+770%)
Value$130.1K (+$115.2K)
Filed 2026-10-27
Hilltop National Bank
DECREASED
Shares2,230 from 2,342
Change-112 (-5%)
Value$122.5K (-$5.4K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares1,961 from 3,656
Change-1,695 (-46%)
Value$107.8K (-$92.0K)
Filed 2026-10-16
American National Bank & Trust
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$97.3K (+$567)
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares1,570 from 1,124
Change+446 (+40%)
Value$86.3K (+$24.9K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares1,523 from 456
Change+1,067 (+234%)
Value$83.7K (+$58.8K)
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares1,391 from 1,418
Change-27 (-2%)
Value$76.4K (-$676)
Filed 2026-10-29
Caldwell Trust Co
INCREASED
Shares1,369 from 1,153
Change+216 (+19%)
Value$75.2K (+$12.2K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$72.3K (+$421)
Filed 2026-10-28
Hoese & Co LLP
DECREASED
Shares1,170 from 1,240
Change-70 (-6%)
Value$64.3K (-$3.5K)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares1,160
Change+1,160
Value$63.7K
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$52.5K (+$305)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares943 from 847
Change+96 (+11%)
Value$51.8K (+$5.5K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
NEW
Shares884
Change+884
Value$48.6K
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$48.5K (+$283)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares825 from 920
Change-95 (-10%)
Value$45.3K (-$4.9K)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$44.5K (+$259)
Filed 2026-10-19
Versant Capital Management, Inc
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$37.4K (+$218)
Filed 2026-10-02
Blue Trust, Inc.
INCREASED
Shares630 from 528
Change+102 (+19%)
Value$34.6K (+$5.8K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares612 from 609
Change+3 (+0%)
Value$33.6K (+$362)
Filed 2026-10-14
TD Waterhouse Canada Inc.
NEW
Shares570
Change+570
Value$31.1K
Filed 2026-10-16
Mechanics Financial Corp
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$28.7K (+$167)
Filed 2026-11-05
Kingdom Financial Group Llc.
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$26.2K (+$152)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$25.9K (+$151)
Filed 2026-11-06
Rosenberg Matthew Hamilton
NEW
Shares459
Change+459
Value$25.2K
Filed 2026-10-05
Evermay Wealth Management LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$24.6K (+$143)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$21.8K (+$127)
Filed 2026-11-02
Farmers & Merchants Investments Inc
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$19.4K (+$113)
Filed 2026-10-22
Nfsg Corp
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$18.2K (+$105)
Filed 2026-10-15
CX Institutional
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$17 (-$17.0K)
Filed 2026-10-02
Tsfg, LLC
DECREASED
Shares260 from 432
Change-172 (-40%)
Value$14 (-$10)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$11.5K (+$68)
Filed 2026-11-03
Montgomery Financial Services LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$10.9K (+$63)
Filed 2026-11-03
Asset Planning,Inc
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$10.6K (+$61)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$9.7K (+$56)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$9.0K (+$52)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares149
Change+149
Value$8.2K
Filed 2026-10-14
GoalVest Advisory LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$7.8K (+$46)
Filed 2026-10-02
Tounjian Advisory Partners, LLC
NEW
Shares127
Change+127
Value$7.0K
Filed 2026-11-04
Winch Advisory Services, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.6K (+$38)
Filed 2026-11-06
Princeton Global Asset Management LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.9K (+$35)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$5.9K (+$34)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares105
Change+105
Value$5.8K
Filed 2026-10-13
Abound Wealth Management
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$5.1K (+$30)
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$4.2K (+$24)
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.9K (+$31)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.7K (+$16)
Filed 2026-10-09
Winthrop Capital Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$351 (+$351)
Filed 2026-11-05
Sheets Smith Wealth Management
CLOSED
Shares0 from 12,800
Change-12,800 (-100%)
Value$0 (-$699.3K)
Filed 2026-10-16
Sierra Ocean, LLC
CLOSED
Shares0 from 10,911
Change-10,911 (-100%)
Value$0 (-$596.1K)
Filed 2026-11-03
Moneco Advisors, LLC
CLOSED
Shares0 from 8,511
Change-8,511 (-100%)
Value$0 (-$273.5K)
Filed 2026-11-05
Impact Investors, Inc
CLOSED
Shares0 from 6,118
Change-6,118 (-100%)
Value$0 (-$334.2K)
Filed 2026-11-02
Convergence Financial, LLC
CLOSED
Shares0 from 4,552
Change-4,552 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-27
Advisor Resource Council
CLOSED
Shares0 from 3,765
Change-3,765 (-100%)
Value$0 (-$205.7K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-13
Birchbrook, Inc.
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-28
Affinity Wealth LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$273)
Filed 2026-11-03
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.9M (+$77.2K)
Filed 2026-10-22
Goldman Sachs Group Inc
N/A
Shares— from 20,274,024
Change-20,274,024 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,746,987
Change-14,746,987 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,627,325
Change-7,627,325 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,558,741
Change-7,558,741 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,420,823
Change-6,420,823 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,118,593
Change-4,118,593 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,436,849
Change-3,436,849 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,561,798
Change-2,561,798 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,194,902
Change-2,194,902 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,723,400
Change-1,723,400 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,548,761
Change-1,548,761 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,515,254
Change-1,515,254 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,357,358
Change-1,357,358 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,177,929
Change-1,177,929 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,157,495
Change-1,157,495 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,039,845
Change-1,039,845 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 999,862
Change-999,862 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 835,649
Change-835,649 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 778,666
Change-778,666 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 774,190
Change-774,190 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 722,324
Change-722,324 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 714,452
Change-714,452 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 626,121
Change-626,121 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 565,697
Change-565,697 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 555,769
Change-555,769 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 551,470
Change-551,470 (-100%)
Value—
Commerce Bank
N/A
Shares— from 528,683
Change-528,683 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 484,683
Change-484,683 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 468,146
Change-468,146 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 428,249
Change-428,249 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 361,979
Change-361,979 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 359,111
Change-359,111 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 263,168
Change-263,168 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 261,372
Change-261,372 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 257,514
Change-257,514 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 238,385
Change-238,385 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 225,882
Change-225,882 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 219,312
Change-219,312 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 218,585
Change-218,585 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 200,905
Change-200,905 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 178,344
Change-178,344 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 171,917
Change-171,917 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 158,894
Change-158,894 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 158,834
Change-158,834 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 155,517
Change-155,517 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 154,447
Change-154,447 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 154,091
Change-154,091 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 147,243
Change-147,243 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 139,123
Change-139,123 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 134,639
Change-134,639 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 126,734
Change-126,734 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 118,476
Change-118,476 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 115,430
Change-115,430 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 111,384
Change-111,384 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 110,301
Change-110,301 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 103,675
Change-103,675 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 99,175
Change-99,175 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 98,125
Change-98,125 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 81,571
Change-81,571 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 79,798
Change-79,798 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 75,891
Change-75,891 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 72,382
Change-72,382 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 70,643
Change-70,643 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 70,631
Change-70,631 (-100%)
Value—
FMR LLC
N/A
Shares— from 69,087
Change-69,087 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 67,474
Change-67,474 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 65,485
Change-65,485 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 61,046
Change-61,046 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 60,626
Change-60,626 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 58,434
Change-58,434 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 57,942
Change-57,942 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 56,863
Change-56,863 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 56,244
Change-56,244 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 53,787
Change-53,787 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 49,648
Change-49,648 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 45,216
Change-45,216 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 44,929
Change-44,929 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 44,516
Change-44,516 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 44,141
Change-44,141 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 43,857
Change-43,857 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 43,669
Change-43,669 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 40,179
Change-40,179 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 40,111
Change-40,111 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 39,370
Change-39,370 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 38,129
Change-38,129 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,515
Change-37,515 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,398
Change-37,398 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 35,624
Change-35,624 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 35,175
Change-35,175 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 33,225
Change-33,225 (-100%)
Value—
Betterment LLC
N/A
Shares— from 32,018
Change-32,018 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 31,324
Change-31,324 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 30,584
Change-30,584 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 30,349
Change-30,349 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 27,288
Change-27,288 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 26,191
Change-26,191 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 25,702
Change-25,702 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 23,196
Change-23,196 (-100%)
Value—
Blair William & Co
N/A
Shares— from 21,408
Change-21,408 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 20,936
Change-20,936 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,521
Change-20,521 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 19,856
Change-19,856 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 19,560
Change-19,560 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,466
Change-19,466 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 18,831
Change-18,831 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 18,777
Change-18,777 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,703
Change-18,703 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 17,640
Change-17,640 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 17,250
Change-17,250 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 17,195
Change-17,195 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 16,402
Change-16,402 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 15,994
Change-15,994 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,975
Change-14,975 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,827
Change-14,827 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 14,349
Change-14,349 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,677
Change-12,677 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,466
Change-12,466 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,924
Change-11,924 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,467
Change-11,467 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 11,384
Change-11,384 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 10,677
Change-10,677 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,478
Change-10,478 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 10,103
Change-10,103 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 9,969
Change-9,969 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,898
Change-9,898 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 9,153
Change-9,153 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,083
Change-9,083 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,845
Change-8,845 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 8,644
Change-8,644 (-100%)
Value—
&partners
N/A
Shares— from 8,638
Change-8,638 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,076
Change-8,076 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,398
Change-7,398 (-100%)
Value—
Simmons Bank
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,028
Change-6,028 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Motco
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 899
Change-899 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 877
Change-877 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 500
Change-500 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 412
Change-412 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 265
Change-265 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23
Change-23 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,343,2473,700,909+642,338+17%$202.2M$238.7M+$36.5M2026-11-06
Rainey & Randall Wealth Advisors Inc.
INCREASED1,542,0141,536,270+5,744+0%$83.9M$84.7M+$807.2K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED1,141,3391,168,746-27,407-2%$64.0M$62.2M-$1.8M2026-10-13
Wealthcare Advisory Partners LLC
INCREASED893,166816,607+76,559+9%$44.6M$49.1M+$4.5M2026-10-21
Fifth Third Bancorp
DECREASED859,044891,377-32,333-4%$48.7M$47.2M-$1.5M2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED710,977709,831+1,146+0%$38.8M$39.1M+$290.1K2026-10-09
Sachem Hill LLC
DECREASED702,119702,551-4320%$38.4M$38.6M+$201.1K2026-10-14
Commonwealth Equity Services, LLC
DECREASED626,162660,945-34,783-5%$36.1M$34.4M-$1.7M2026-11-02
Truist Financial Corp
INCREASED596,894592,529+4,365+1%$32.4M$32.8M+$429.5K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED543,656511,834+31,822+6%$28.0M$29.9M+$1.9M2026-11-02
Burkett Financial Services, LLC
DECREASED482,616490,036-7,420-2%$26.8M$26.5M-$250.9K2026-10-01
Blankinship & Foster, LLC
DECREASED475,395483,179-7,784-2%$26.4M$26.1M-$273.1K2026-10-19
High Note Wealth, LLC
INCREASED447,697441,230+6,467+1%$24.1M$24.6M+$496.6K2026-10-27
Financial Insights, Inc.
INCREASED412,312402,788+9,524+2%$22.0M$22.7M+$652.4K2026-10-27
TrueWealth Advisors, LLC
INCREASED354,997353,927+1,070+0%$19.3M$19.5M+$172.1K2026-10-09
Droms Strauss Advisors Inc
INCREASED347,734330,079+17,655+5%$18.0M$19.1M+$1.1M2026-11-03
Dala Group, LLC
INCREASED340,881292,393+48,488+17%$16.0M$18.7M+$2.8M2026-10-29
Citigroup Inc
INCREASED323,291317,938+5,353+2%$17.4M$17.8M+$395.9K2026-11-04
Summa Corp.
INCREASED321,88085,816+236,064+275%$4.7M$17.7M+$13.0M2026-10-30
Annex Advisory Services, LLC
DECREASED300,583345,799-45,216-13%$18.9M$16.5M-$2.4M2026-10-16
Vicus Capital
INCREASED295,277284,673+10,604+4%$15.6M$16.2M+$673.7K2026-11-05
Wellington Grp LLC
DECREASED281,880333,089-51,209-15%$18.2M$15.5M-$2.7M2026-11-06
ARQ Wealth Advisors, LLC
DECREASED239,121257,043-17,922-7%$14.1M$13.1M-$977.1K2026-10-29
Concurrent Investment Advisors, LLC
DECREASED227,322261,305-33,983-13%$14.3M$12.5M-$1.8M2026-10-16
Embree Financial Group
DECREASED224,534239,837-15,303-6%$13.1M$12.3M-$764.1K2026-10-22
Lodestar Private Asset Management LLC
DECREASED223,478226,780-3,302-1%$12.4M$12.3M-$108.9K2026-10-26
Wealth Advisory Team LLC
DECREASED221,989223,278-1,289-1%$12.2M$12.2M+$6102026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED212,162202,503+9,659+5%$11.1M$11.7M+$595.6K2026-10-30
Benchmark Financial Wealth Advisors, LLC
INCREASED203,880190,058+13,822+7%$10.4M$11.2M+$820.4K2026-10-20
Farther Finance Advisors, LLC
DECREASED195,216196,404-1,188-1%$10.7M$10.7M-$9052026-10-08
Thrivent Financial for Lutherans
INCREASED193,430149,954+43,476+29%$8.2M$10.6M+$2.4M2026-11-05
Merit Financial Group, LLC
DECREASED190,071198,679-8,608-4%$10.9M$10.4M-$409.5K2026-11-06
Carter Financial Group, Inc.
INCREASED160,168159,889+279+0%$8.7M$8.8M+$66.5K2026-10-21
Central Trust Co
DECREASED159,820169,902-10,082-6%$9.3M$8.8M-$499.6K2026-11-05
Summit Wealth Group LLC / Co
DECREASED157,241159,392-2,151-1%$8.7M$8.6M-$67.2K2026-10-29
NewSquare Capital LLC
INCREASED156,845152,567+4,278+3%$8.3M$8.6M+$283.9K2026-11-06
Unique Wealth Strategies, LLC
UNCHANGED146,793146,79300%$8.0M$8.0M$02026-10-13
US Bancorp \de\
DECREASED145,505147,023-1,518-1%$8.0M$8.0M-$36.4K2026-11-05
Investors Research Corp
INCREASED145,488137,576+7,912+6%$7.5M$8.0M+$478.8K2026-10-07
Schorn Wealth LLC
INCREASED138,271135,091+3,180+2%$7.4M$7.6M+$218.0K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED128,071133,921-5,850-4%$7.3M$7.0M-$278.6K2026-10-20
Cooper Financial Group
DECREASED126,005136,202-10,197-7%$7.4M$6.9M-$516.7K2026-10-07
Elevatus Welath Management
INCREASED125,865121,145+4,720+4%$6.6M$6.9M+$298.2K2026-10-19
Hartford Financial Management Inc.
INCREASED125,273122,034+3,239+3%$6.7M$6.9M+$217.0K2026-10-21
Holos Integrated Wealth LLC
INCREASED123,204115,236+7,968+7%$6.3M$6.7M+$417.7K2026-10-23
Next Level Private LLC
DECREASED122,031122,896-865-1%$6.7M$6.7M-$8.2K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED118,610119,025-4150%$6.5M$6.5M+$15.3K2026-11-06
Rainier Family Wealth Inc
INCREASED117,690113,401+4,289+4%$6.2M$6.5M+$272.0K2026-11-02
Tactive Advisors, LLC
INCREASED110,41089,413+20,997+23%$4.9M$6.1M+$1.2M2026-10-08
Visionary Wealth Advisors
INCREASED104,79991,771+13,028+14%$5.0M$5.8M+$745.3K2026-11-04
Diversify Advisory Services, LLC
INCREASED103,679102,585+1,094+1%$5.6M$5.7M+$67.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED103,679102,585+1,094+1%$5.6M$5.7M+$67.4K2026-10-20
Certified Advisory Corp
INCREASED103,43384,242+19,191+23%$4.6M$5.7M+$1.1M2026-10-29
Columbus Macro, LLC
DECREASED102,260103,958-1,698-2%$5.7M$5.6M-$60.0K2026-10-14
Chris Bulman Inc
INCREASED97,65688,483+9,173+10%$4.8M$5.4M+$532.4K2026-10-20
Independent Financial Group, LLC
INCREASED96,27380,015+16,258+20%$4.4M$5.3M+$919.0K2026-10-13
Sarver Vrooman Wealth Advisors
INCREASED90,66878,314+12,354+16%$4.3M$5.0M+$670.6K2026-10-01
HBK Sorce Advisory LLC
UNCHANGED87,39687,39600%$4.9M$4.7M-$130.2K2026-11-06
Ipsen Advisor Group LLC
DECREASED86,13990,144-4,005-4%$4.9M$4.7M-$191.3K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED82,38587,178-4,793-5%$4.8M$4.5M-$235.5K2026-10-13
Prospera Financial Services Inc
INCREASED79,62076,182+3,438+5%$4.2M$4.4M+$196.6K2026-11-04
D.A. Davidson & Co.
INCREASED79,05776,144+2,913+4%$4.2M$4.3M+$184.4K2026-10-28
AlphaCore Capital LLC
INCREASED75,41174,674+737+1%$4.1M$4.1M+$64.4K2026-11-04
Csenge Advisory Group
DECREASED73,84573,852-70%$4.0M$4.1M+$23.2K2026-11-04
Brookstone Capital Management
INCREASED73,76267,484+6,278+9%$3.7M$4.1M+$366.6K2026-10-22
Sage Capital Management, LLC
INCREASED71,07370,377+696+1%$3.8M$3.9M+$60.8K2026-10-20
Oath Planning, LLC
INCREASED67,92757,502+10,425+18%$3.1M$3.7M+$591.2K2026-10-20
Goldstein Advisors, LLC
DECREASED66,12466,395-2710%$3.6M$3.6M+$6.4K2026-10-15
ATX Financial Planning, LLC
INCREASED64,93252,099+12,833+25%$2.8M$3.6M+$721.8K2026-10-14
Wagner Wealth Management, Corp
INCREASED63,55658,646+4,910+8%$3.2M$3.5M+$288.6K2026-10-20
Creative Planning
INCREASED62,98556,557+6,428+11%$3.1M$3.5M+$371.3K2026-11-02
Integrated Advisors Network LLC
INCREASED60,32512,982+47,343+365%$709.2K$3.3M+$2.6M2026-10-20
SeaCrest Wealth Management, LLC
INCREASED56,98154,424+2,557+5%$3.0M$3.1M+$157.9K2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED54,12652,250+1,876+4%$2.9M$3.0M+$119.8K2026-10-08
Enzi Wealth
DECREASED51,96154,252-2,291-4%$3.0M$2.9M-$109.1K2026-10-14
Strategic Advisors LLC
DECREASED50,23150,461-2300%$2.8M$2.8M+$3.5K2026-10-13
Jordan Park Group LLC
DECREASED49,58949,846-257-1%$2.7M$2.7M+$1.8K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED44,71337,078+7,635+21%$2.0M$2.5M+$437.3K2026-10-13
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED42,45942,45900%$2.3M$2.3M+$13.6K2026-10-22
TME Financial, Inc.
DECREASED42,20459,367-17,163-29%$3.2M$2.3M-$924.1K2026-10-14
Focus Financial Network, Inc.
INCREASED41,93830,146+11,792+39%$1.6M$2.3M+$657.6K2026-10-14
Kestra Advisory Services, LLC
DECREASED40,87347,525-6,652-14%$2.6M$2.2M-$350.3K2026-11-02
PNC Financial Services Group, Inc.
INCREASED40,54435,694+4,850+14%$1.9M$2.2M+$277.9K2026-11-06
Wealthcare Capital Partners, LLC
INCREASED38,45533,778+4,677+14%$1.8M$2.1M+$267.8K2026-10-21
Parkside Financial Bank & Trust
DECREASED37,84538,861-1,016-3%$2.1M$2.1M-$43.4K2026-10-27
Evolution Wealth Management Inc.
INCREASED35,90634,221+1,685+5%$1.9M$2.0M+$103.5K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED35,39632,966+2,430+7%$1.8M$1.9M+$144.1K2026-11-05
BCS Wealth Management
INCREASED35,21434,362+852+2%$1.9M$1.9M+$57.8K2026-11-03
LexAurum Advisors, LLC
INCREASED35,17433,843+1,331+4%$1.8M$1.9M+$84.0K2026-10-19
Old National Bancorp
UNCHANGED35,07335,07300%$1.9M$1.9M+$11.2K2026-10-20
Trinity Wealth Management, LLC
NEW33,633—+33,633——$1.8M—2026-10-13
Integrated Capital Management, LLC
DECREASED32,96034,224-1,264-4%$1.9M$1.8M-$58.5K2026-10-23
Insight Wealth Partners, LLC
DECREASED32,44834,329-1,881-5%$1.9M$1.8M-$92.4K2026-10-26
Clearwater Capital Advisors, LLC
DECREASED31,87431,909-350%$1.7M$1.8M+$8.3K2026-11-06
Curtis Advisory Group, LLC
INCREASED31,81131,080+731+2%$1.7M$1.7M+$50.1K2026-10-28
Orin Green Financial, LLC
UNCHANGED31,15831,15800%$1.7M$1.7M+$10.0K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED30,19126,274+3,917+15%$1.4M$1.7M+$223.6K2026-10-22
Vise Technologies, Inc.
INCREASED29,84122,464+7,377+33%$1.2M$1.6M+$412.6K2026-10-29
Wealthcare Capital Management LLC
DECREASED28,33428,511-177-1%$1.6M$1.6M-$6032026-10-21
Meridian Wealth Management, LLC
INCREASED28,22727,856+371+1%$1.5M$1.6M+$29.3K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED27,37917,473+9,906+57%$954.6K$1.5M+$549.9K2026-11-03
WealthCare Investment Partners, LLC
DECREASED26,94627,684-738-3%$1.5M$1.5M-$31.7K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED25,71925,71900%$1.4M$1.4M+$8.2K2026-10-21
International Assets Investment Management, LLC
DECREASED25,00026,971-1,971-7%$1.5M$1.4M-$101.9K2026-11-02
Mission Wealth Management, LP
DECREASED24,52127,490-2,969-11%$1.5M$1.3M-$154.4K2026-10-15
VestGen Advisors, LLC
INCREASED24,01023,794+216+1%$1.3M$1.3M+$19.5K2026-10-27
PCA Investment Advisory Services Inc.
INCREASED23,54823,038+510+2%$1.3M$1.3M+$35.4K2026-10-13
Able Wealth Management LLC
DECREASED22,37422,737-363-2%$1.2M$1.2M-$6.8K2026-10-13
Manchester Capital Management LLC
DECREASED21,16721,626-459-2%$1.2M$1.2M-$18.3K2026-10-22
Kestra Investment Management, LLC
DECREASED20,57321,851-1,278-6%$1.2M$1.1M-$63.2K2026-11-04
Swmg, LLC
NEW18,558—+18,558——$1.0M—2026-10-23
Sageworth Trust Co
DECREASED18,29222,736-4,444-20%$1.2M$1.0M-$236.9K2026-10-30
Deutsche Bank Ag\
DECREASED17,59424,094-6,500-27%$1.3M$966.8K-$349.5K2026-11-06
Sigma Planning Corp
DECREASED17,55423,001-5,447-24%$1.3M$964.6K-$291.9K2026-10-23
Savant Capital, LLC
INCREASED17,49316,289+1,204+7%$891.8K$961.2K+$69.4K2026-11-06
Destiny Wealth Partners, LLC
NEW16,260—+16,260——$891.4K—2026-11-05
Goelzer Investment Management, Inc.
UNCHANGED15,72415,72400%$859.0K$864.0K+$5.0K2026-10-16
Bryn Mawr Trust Advisors, LLC
UNCHANGED15,66215,66200%$855.6K$860.6K+$5.0K2026-11-04
Berkeley, Inc
INCREASED15,65314,821+832+6%$809.7K$860.2K+$50.5K2026-10-20
Independent Solutions Wealth Management, LLC
DECREASED14,89714,958-610%$817.2K$818.6K+$1.4K2026-10-28
StoneX Group Inc.
NEW14,746—+14,746——$810.3K—2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED14,53514,830-295-2%$810.2K$798.7K-$11.5K2026-10-26
Wedmont Private Capital
UNCHANGED14,04414,04400%$769.2K$765.4K-$3.8K2026-10-09
Perigon Wealth Management, LLC
DECREASED14,01914,395-376-3%$786.4K$770.3K-$16.1K2026-10-22
Level Four Advisory Services, LLC
INCREASED13,7656,449+7,316+113%$352.4K$756.4K+$404.1K2026-11-06
Prosperity Financial Group, Inc.
DECREASED13,61014,039-429-3%$767.0K$747.9K-$19.1K2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED12,49412,261+233+2%$669.8K$686.6K+$16.8K2026-10-13
Affinity Capital Advisors, LLC
DECREASED12,35414,232-1,878-13%$788.2K$678.2K-$110.0K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED12,23211,869+363+3%$648.4K$672.1K+$23.7K2026-10-30
Trademark Financial Management, LLC
DECREASED12,10112,106-50%$661.4K$665.0K+$3.6K2026-10-23
Koshinski Asset Management, Inc.
INCREASED11,40410,669+735+7%$582.8K$626.6K+$43.8K2026-10-29
Evanson Financial, LLC
UNCHANGED11,34111,34100%$619.6K$623.2K+$3.6K2026-10-23
Optima Capital LLC
INCREASED11,3239,973+1,350+14%$544.8K$622.2K+$77.4K2026-10-29
Sentinel Advisory Group, LLC
UNCHANGED11,31711,31700%$618.2K$621.9K+$3.6K2026-10-20
Maltin Wealth Management, Inc.
UNCHANGED11,21911,21900%$612.9K$616.5K+$3.6K2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED11,00211,00200%$601.0K$604.6K+$3.5K2026-10-16
Family Office Research LLC
UNCHANGED10,86610,86600%$593.6K$597.1K+$3.5K2026-10-14
Auxano Advisors, LLC
DECREASED10,80011,120-320-3%$607.5K$593.5K-$14.0K2026-11-06
Clear Trail Advisors, LLC
UNCHANGED10,78210,78200%$589.0K$592.5K+$3.5K2026-10-20
Owl Creek Wealth Partners LLC
UNCHANGED10,68810,68800%$583.9K$587.3K+$3.4K2026-10-20
Lutz Financial Services LLC
UNCHANGED10,46910,46900%$571.9K$575.3K+$3.4K2026-11-06
Advisor OS, LLC
INCREASED10,2569,531+725+8%$520.7K$563.6K+$42.9K2026-11-03
Stackstone Wealth, LLC
NEW10,190—+10,190——$559.9K—2026-10-19
Uptick Partners, LLC
INCREASED10,1758,585+1,590+19%$469.0K$559.1K+$90.1K2026-11-04
Valued Retirements, Inc.
DECREASED10,11610,118-20%$552.7K$555.9K+$3.1K2026-11-06
Ritholtz Wealth Management
DECREASED9,8599,909-500%$541.3K$541.8K+$4242026-11-05
Avaii Wealth Management, LLC
UNCHANGED9,2389,23800%$504.7K$508.3K+$3.6K2026-10-09
LVW Advisors, LLC
UNCHANGED9,0909,09000%$496.6K$499.5K+$2.9K2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED9,0279,02700%$493.1K$496.0K+$2.9K2026-11-03
Choreo, LLC
DECREASED8,9168,946-300%$488.7K$489.9K+$1.2K2026-10-28
Keybank National Association
UNCHANGED8,7858,78500%$479.9K$482.7K+$2.8K2026-11-04
Lido Advisors, LLC
INCREASED8,7048,057+647+8%$440.2K$478.3K+$38.2K2026-11-04
Garde Capital, Inc.
UNCHANGED8,7008,70000%$475.3K$478.1K+$2.8K2026-10-29
Hoxton Planning & Management, LLC
DECREASED8,6458,862-217-2%$484.1K$475.0K-$9.1K2026-10-15
Park Avenue Securities LLC
DECREASED8,5108,760-250-3%$479.0K$468.0K-$11.0K2026-10-26
Bank of New York Mellon Corp
DECREASED8,1298,309-180-2%$453.9K$446.7K-$7.2K2026-11-05
Acorn Wealth Advisors, LLC
DECREASED8,0128,170-158-2%$446.3K$440.2K-$6.1K2026-10-19
Bridgelight Financial Advisors, Inc.
UNCHANGED7,9587,95800%$434.8K$437.3K+$2.5K2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED7,7757,343+432+6%$401.1K$427.2K+$26.1K2026-10-14
Avior Wealth Management, LLC
INCREASED7,7267,332+394+5%$400.6K$424.6K+$24.0K2026-10-13
Carson Advisory Inc.
UNCHANGED7,6677,66700%$418.8K$421.3K+$2.5K2026-11-06
Fortitude Financial, LLC
NEW7,649—+7,649——$420.3K—2026-10-19
GHP Investment Advisors, Inc.
NEW7,208—+7,208——$396.1K—2026-10-15
Patten Group, Inc.
INCREASED6,8964,707+2,189+47%$257.1K$378.9K+$121.8K2026-10-26
HUB Investment Partners, LLC
DECREASED6,8868,019-1,133-14%$438.1K$378.4K-$59.7K2026-11-03
Northern Financial Advisors Inc
UNCHANGED6,8766,87600%$375.7K$377.9K+$2.2K2026-10-29
HB Wealth Management, LLC
DECREASED6,7947,194-400-6%$393.0K$373.3K-$19.7K2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED6,5316,124+407+7%$334.6K$358.9K+$24.3K2026-10-19
Allworth Financial LP
UNCHANGED6,4946,49400%$354.7K$354.7K$02026-11-06
Apollon Wealth Management, LLC
DECREASED6,4607,298-838-11%$398.7K$355.0K-$43.7K2026-10-23
Powerhouse Assets LLC
UNCHANGED6,4006,40000%$349.6K$351.7K+$2.0K2026-10-19
MGO One Seven LLC
INCREASED6,3946,100+294+5%$333.2K$351.4K+$18.1K2026-10-28
Helium Advisors LLC
UNCHANGED5,9835,98300%$326.9K$328.8K+$1.9K2026-10-23
Golden State Wealth Management, LLC
UNCHANGED5,9675,96700%$326.0K$327.9K+$1.9K2026-11-02
Vigilare Wealth Management
UNCHANGED5,9105,91000%$322.9K$324.8K+$1.9K2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED5,7385,675+63+1%$310.0K$315.3K+$5.3K2026-10-26
Clarity Capital Advisors, LLC
UNCHANGED5,7085,70800%$311.8K$313.7K+$1.8K2026-10-27
Virtue Asset Management LLC
UNCHANGED5,5675,56700%$304.1K$305.9K+$1.8K2026-10-21
Florida Trust Wealth Management Co
UNCHANGED5,2505,25000%$286.8K$288.5K+$1.7K2026-11-05
Axxcess Wealth Management, LLC
NEW5,211—+5,211——$286.3K—2026-10-21
Traveka Wealth, LLC
DECREASED5,1925,336-144-3%$291.5K$285.3K-$6.2K2026-10-19
S.A. Mason LLC
UNCHANGED5,1755,17500%$282.7K$284.4K+$1.7K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED5,1684,198+970+23%$229.3K$284.0K+$54.6K2026-10-29
Compound Planning, Inc.
UNCHANGED4,9154,91500%$268.5K$270.1K+$1.6K2026-11-05
Money Concepts Capital Corp
DECREASED4,8765,583-707-13%$305.0K$267.9K-$37.1K2026-11-06
Shayne & Jacobs, LLC
UNCHANGED4,8664,86600%$265.8K$267.4K+$1.6K2026-10-21
IAG Wealth Partners, LLC
UNCHANGED4,7744,77400%$260.8K$262.3K+$1.5K2026-11-06
Citizens Financial Group Inc
DECREASED4,67429,119-24,445-84%$1.6M$256.8K-$1.3M2026-10-23
Redwood Financial Network Corp
DECREASED4,5655,486-921-17%$299.7K$250.8K-$48.8K2026-11-03
Atria Investments, Inc
DECREASED4,4704,492-220%$245.4K$245.6K+$2292026-10-15
Lanark Financial, Inc.
INCREASED4,3984,345+53+1%$237.4K$241.7K+$4.3K2026-10-26
Cyndeo Wealth Partners, LLC
NEW4,381—+4,381——$240.7K—2026-10-16
Gamma Investing LLC
INCREASED4,2743,956+318+8%$216.1K$234.9K+$18.7K2026-10-08
Oppenheimer & Co Inc
UNCHANGED4,2724,27200%$233.4K$234.7K+$1.4K2026-10-26
Sutton Place Investors LLC
UNCHANGED4,2004,20000%$229.4K$230.8K+$1.3K2026-10-20
Modera Wealth Management, LLC
UNCHANGED4,0274,02700%$220.0K$221.3K+$1.3K2026-10-28
Glenview Trust Co
UNCHANGED4,0244,02400%$219.8K$221.1K+$1.3K2026-10-28
Amicus Financial Advisors, LLC
UNCHANGED3,9003,90000%$213.1K$214.3K+$1.2K2026-11-03
Zions Bancorporation, National Association
UNCHANGED3,8703,87000%$211.4K$212.7K+$1.2K2026-11-06
AdvisorNet Financial, Inc
DECREASED3,8673,917-50-1%$214.0K$211.7K-$2.3K2026-10-15
Thompson Investment Management, Inc.
UNCHANGED3,8353,83500%$209.5K$210.7K+$1.2K2026-10-14
Private Trust Co NA
DECREASED3,7983,808-100%$208.0K$208.7K+$6692026-10-20
Simplicity Wealth,LLC
NEW3,648—+3,648——$200.5K—2026-10-23
Chapman Financial Group, LLC
UNCHANGED3,5133,51300%$191.9K$193.0K+$1.1K2026-10-26
Root Financial Partners, LLC
NEW3,331—+3,331——$183.0K—2026-10-21
Larson Financial Group LLC
DECREASED2,9473,046-99-3%$166.4K$162.0K-$4.5K2026-11-05
Latitude Advisors, LLC
NEW2,859—+2,859——$157.1K—2026-10-27
Kings Path Partners LLC
UNCHANGED2,7002,70000%$147.5K$148.4K+$8642026-10-21
Bank of New Hampshire
UNCHANGED2,4952,49500%$136.3K$137.1K+$7982026-10-06
Friedenthal Financial
INCREASED2,367272+2,095+770%$14.9K$130.1K+$115.2K2026-10-27
Hilltop National Bank
DECREASED2,2302,342-112-5%$127.9K$122.5K-$5.4K2026-10-14
IFP Advisors, Inc
DECREASED1,9613,656-1,695-46%$199.7K$107.8K-$92.0K2026-10-16
American National Bank & Trust
UNCHANGED1,7701,77000%$96.7K$97.3K+$5672026-10-07
Creative Financial Designs Inc
INCREASED1,5701,124+446+40%$61.4K$86.3K+$24.9K2026-11-04
Russell Investments Group, Ltd.
INCREASED1,523456+1,067+234%$24.9K$83.7K+$58.8K2026-11-06
Salomon & Ludwin, LLC
DECREASED1,3911,418-27-2%$77.1K$76.4K-$6762026-10-29
Caldwell Trust Co
INCREASED1,3691,153+216+19%$63.0K$75.2K+$12.2K2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED1,3151,31500%$71.8K$72.3K+$4212026-10-28
Hoese & Co LLP
DECREASED1,1701,240-70-6%$67.7K$64.3K-$3.5K2026-10-21
Jacobi Capital Management LLC
NEW1,160—+1,160——$63.7K—2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED95595500%$52.2K$52.5K+$3052026-11-04
CoreCap Advisors, LLC
INCREASED943847+96+11%$46.3K$51.8K+$5.5K2026-10-08
Pinnacle Wealth Planning Services, Inc.
NEW884—+884——$48.6K—2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED88388300%$48.2K$48.5K+$2832026-10-23
Assetmark, Inc
DECREASED825920-95-10%$50.3K$45.3K-$4.9K2026-10-21
Highline Wealth Partners LLC
UNCHANGED80980900%$44.2K$44.5K+$2592026-10-19
Versant Capital Management, Inc
UNCHANGED68068000%$37.1K$37.4K+$2182026-10-02
Blue Trust, Inc.
INCREASED630528+102+19%$28.8K$34.6K+$5.8K2026-10-15
Triumph Capital Management
INCREASED612609+3+0%$33.3K$33.6K+$3622026-10-14
TD Waterhouse Canada Inc.
NEW570—+570——$31.1K—2026-10-16
Mechanics Financial Corp
UNCHANGED52252200%$28.5K$28.7K+$1672026-11-05
Kingdom Financial Group Llc.
UNCHANGED47747700%$26.1K$26.2K+$1522026-11-04
Clearstead Advisors, LLC
UNCHANGED47247200%$25.8K$25.9K+$1512026-11-06
Rosenberg Matthew Hamilton
NEW459—+459——$25.2K—2026-10-05
Evermay Wealth Management LLC
UNCHANGED44744700%$24.4K$24.6K+$1432026-11-05
Pittenger & Anderson Inc
UNCHANGED39639600%$21.6K$21.8K+$1272026-11-02
Farmers & Merchants Investments Inc
UNCHANGED35335300%$19.3K$19.4K+$1132026-10-22
Nfsg Corp
UNCHANGED33133100%$18.1K$18.2K+$1052026-10-15
CX Institutional
UNCHANGED31231200%$17.0K$17-$17.0K2026-10-02
Tsfg, LLC
DECREASED260432-172-40%$24$14-$102026-10-23
Financial Perspectives, Inc
UNCHANGED21021000%$11.5K$11.5K+$682026-11-03
Montgomery Financial Services LLC
UNCHANGED19819800%$10.8K$10.9K+$632026-11-03
Asset Planning,Inc
UNCHANGED19319300%$10.5K$10.6K+$612026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED17717700%$9.7K$9.7K+$562026-11-04
Rossby Financial, LCC
UNCHANGED16316300%$8.9K$9.0K+$522026-11-05
Mather Group, Llc.
NEW149—+149——$8.2K—2026-10-14
GoalVest Advisory LLC
UNCHANGED14214200%$7.8K$7.8K+$462026-10-02
Tounjian Advisory Partners, LLC
NEW127—+127——$7.0K—2026-11-04
Winch Advisory Services, LLC
UNCHANGED12012000%$6.6K$6.6K+$382026-11-06
Princeton Global Asset Management LLC
UNCHANGED10810800%$5.9K$5.9K+$352026-10-21
Wolff Wiese Magana LLC
UNCHANGED10710700%$5.8K$5.9K+$342026-10-15
Rydar Equities, Inc.
NEW105—+105——$5.8K—2026-10-13
Abound Wealth Management
UNCHANGED929200%$5.0K$5.1K+$302026-10-26
Archer Investment Corp
UNCHANGED777700%$4.2K$4.2K+$242026-11-05
Mosley Wealth Management
UNCHANGED717100%$3.9K$3.9K+$312026-10-16
Trust Co
UNCHANGED505000%$2.7K$2.7K+$162026-10-09
Winthrop Capital Management, LLC
UNCHANGED6600%$0$351+$3512026-11-05
Sheets Smith Wealth Management
CLOSED012,800-12,800-100%$699.3K$0-$699.3K2026-10-16
Sierra Ocean, LLC
CLOSED010,911-10,911-100%$596.1K$0-$596.1K2026-11-03
Moneco Advisors, LLC
CLOSED08,511-8,511-100%$273.5K$0-$273.5K2026-11-05
Impact Investors, Inc
CLOSED06,118-6,118-100%$334.2K$0-$334.2K2026-11-02
Convergence Financial, LLC
CLOSED04,552-4,552-100%$248.7K$0-$248.7K2026-10-27
Advisor Resource Council
CLOSED03,765-3,765-100%$205.7K$0-$205.7K2026-11-05
Gill Capital Partners, LLC
CLOSED02,428-2,428-100%$132.6K$0-$132.6K2026-10-13
Salem Investment Counselors Inc
CLOSED0250-250-100%$13.7K$0-$13.7K2026-10-13
Birchbrook, Inc.
CLOSED0175-175-100%$9.6K$0-$9.6K2026-10-14
MCF Advisors LLC
CLOSED0142-142-100%$7.8K$0-$7.8K2026-10-28
Affinity Wealth LLC
CLOSED05-5-100%$273$0-$2732026-11-03
Illumine Investment Management, LLC
UNCHANGED000—$1.8M$1.9M+$77.2K2026-10-22
Goldman Sachs Group Inc
N/A—20,274,024-20,274,024-100%$1.1B———
Ameriprise Financial Inc
N/A—14,746,987-14,746,987-100%$805.9M———
Morgan Stanley
N/A—7,627,325-7,627,325-100%$416.7M———
Northwestern Mutual Wealth Management Co
N/A—7,558,741-7,558,741-100%$412.9M———
Bank of America Corp
N/A—6,420,823-6,420,823-100%$350.8M———
Envestnet Asset Management Inc
N/A—4,118,593-4,118,593-100%$225.0M———
Wells Fargo & Company
N/A—3,436,849-3,436,849-100%$187.8M———
Raymond James Financial Inc
N/A—2,561,798-2,561,798-100%$140.0M———
United Capital Financial Advisors, LLC
N/A—2,194,902-2,194,902-100%$119.6M———
Cetera Investment Advisers
N/A—1,723,400-1,723,400-100%$94.1M———
Mosaic Family Wealth Partners, LLC
N/A—1,548,761-1,548,761-100%$84.6M———
Bleakley Financial Group, LLC
N/A—1,515,254-1,515,254-100%$82.8M———
UBS Group AG
N/A—1,357,358-1,357,358-100%$74.2M———
Royal Bank of Canada
N/A—1,177,929-1,177,929-100%$64.4M———
Bank of Montreal
N/A—1,157,495-1,157,495-100%$63.2M———
Osaic Holdings, Inc.
N/A—1,039,845-1,039,845-100%$56.8M———
Beacon Pointe Advisors, LLC
N/A—999,862-999,862-100%$54.6M———
HSBC Holdings PLC
N/A—835,649-835,649-100%$45.7M———
Crewe Advisors LLC
N/A—778,666-778,666-100%$42.5M———
Mercer Global Advisors Inc
N/A—774,190-774,190-100%$42.3M———
Focus Partners Wealth
N/A—722,324-722,324-100%$39.5M———
Integrated Wealth Concepts LLC
N/A—714,452-714,452-100%$39.0M———
Stifel Financial Corp
N/A—626,121-626,121-100%$34.2M———
Cofg Advisors, LLC
N/A—565,697-565,697-100%$30.9M———
Wescap Management Group, Inc.
N/A—555,769-555,769-100%$30.4M———
Cerity Partners LLC
N/A—551,470-551,470-100%$30.1M———
Commerce Bank
N/A—528,683-528,683-100%$28.9M———
MML Investors Services, LLC
N/A—484,683-484,683-100%$26.5M———
Baird Financial Group, Inc.
N/A—468,146-468,146-100%$25.6M———
JPMorgan Chase & Co
N/A—428,249-428,249-100%$23.3M———
Odyssey Group, LLC
N/A—361,979-361,979-100%$19.8M———
Jones Financial Companies Lllp
N/A—359,111-359,111-100%$19.4M———
Private Advisor Group, LLC
N/A—263,168-263,168-100%$14.4M———
Tradition Wealth Management, LLC
N/A—261,372-261,372-100%$14.3M———
Ethos Financial Group, LLC
N/A—257,514-257,514-100%$14.0M———
World Investment Advisors
N/A—238,385-238,385-100%$11.8M———
Aptus Capital Advisors, LLC
N/A—225,882-225,882-100%$12.3M———
Calton & Associates, Inc.
N/A—219,312-219,312-100%$12.0M———
Stratos Wealth Partners, Ltd.
N/A—218,585-218,585-100%$11.9M———
Partners Capital Investment Group, LLP
N/A—200,905-200,905-100%$11.0M———
Quotient Wealth Partners, LLC
N/A—178,344-178,344-100%$9.7M———
Kingsview Wealth Management, LLC
N/A—171,917-171,917-100%$9.4M———
Equitable Holdings, Inc.
N/A—158,894-158,894-100%$8.7M———
Janney Montgomery Scott LLC
N/A—158,834-158,834-100%$8.7M———
Ruggaard & Associates LLC
N/A—155,517-155,517-100%$8.5M———
Thoroughbred Financial Services, LLC
N/A—154,447-154,447-100%$8.4M———
Hilltop Partners LLC
N/A—154,091-154,091-100%$8.4M———
Vestmark Advisory Solutions, Inc.
N/A—147,243-147,243-100%$8.0M———
Alexis Investment Partners, LLC
N/A—139,123-139,123-100%$7.6M———
IHT Wealth Management, LLC
N/A—134,639-134,639-100%$7.4M———
Forefront Analytics, LLC
N/A—126,734-126,734-100%$6.9M———
Mariner, LLC
N/A—118,476-118,476-100%$6.5M———
Chesapeake Wealth Management
N/A—115,430-115,430-100%$6.3M———
MAI Capital Management
N/A—111,384-111,384-100%$6.1M———
Steelhead Wealth Management LLC
N/A—110,301-110,301-100%$6.0M———
Advisory Services Network, LLC
N/A—103,675-103,675-100%$5.7M———
Savvy Advisors, Inc.
N/A—99,175-99,175-100%$5.4M———
Philadelphia Investment Partners, LLC
N/A—98,125-98,125-100%$5.4M———
Moneta Group Investment Advisors LLC
N/A—81,571-81,571-100%$4.5M———
EP Wealth Advisors, LLC
N/A—79,798-79,798-100%$4.4M———
Quantinno Capital Management LP
N/A—75,891-75,891-100%$4.1M———
Northeast Planning Associates, Inc. / NH /
N/A—72,382-72,382-100%$3.7M———
Captrust Financial Advisors
N/A—70,643-70,643-100%$3.9M———
Atlantic Union Bankshares Corp
N/A—70,631-70,631-100%$3.9M———
FMR LLC
N/A—69,087-69,087-100%$3.8M———
National Philanthropic Trust
N/A—67,474-67,474-100%$3.7M———
Insigneo Advisory Services, LLC
N/A—65,485-65,485-100%$3.6M———
Arax Advisory Partners
N/A—61,046-61,046-100%$3.3M———
Rockefeller Capital Management L.P.
N/A—60,626-60,626-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—58,434-58,434-100%$3.2M———
Continuum Advisory, LLC
N/A—57,942-57,942-100%$3.2M———
BOK Financial Private Wealth, Inc.
N/A—56,863-56,863-100%$3.1M———
HighPoint Advisor Group LLC
N/A—56,244-56,244-100%$3.1M———
Western Wealth Management, LLC
N/A—53,787-53,787-100%$2.9M———
Sanctuary Advisors, LLC
N/A—49,648-49,648-100%$2.7M———
Wealthspire Advisors, LLC
N/A—45,216-45,216-100%$2.5M———
HRT Financial LP
N/A—44,929-44,929-100%$2.5M———
IFG Advisory, LLC
N/A—44,516-44,516-100%$2.4M———
Keating Financial Advisory Services, Inc.
N/A—44,141-44,141-100%$2.4M———
Northern Trust Corp
N/A—43,857-43,857-100%$2.4M———
Caprock Group, LLC
N/A—43,669-43,669-100%$2.4M———
HighTower Advisors, LLC
N/A—40,179-40,179-100%$2.2M———
Tanglewood Legacy Advisors, LLC
N/A—40,111-40,111-100%$2.2M———
Smartleaf Asset Management LLC
N/A—39,370-39,370-100%$2.1M———
Rothschild Wealth LLC
N/A—38,129-38,129-100%$2.1M———
Arkadios Wealth Advisors
N/A—37,515-37,515-100%$2.0M———
NewEdge Advisors, LLC
N/A—37,398-37,398-100%$2.0M———
Evercore Wealth Management, LLC
N/A—35,624-35,624-100%$1.9M———
Cresset Asset Management, LLC
N/A—35,175-35,175-100%$1.9M———
Natixis Advisors, LLC
N/A—33,225-33,225-100%$1.8M———
Betterment LLC
N/A—32,018-32,018-100%$1.7M———
IEQ Capital, LLC
N/A—31,324-31,324-100%$1.7M———
Pine Valley Investments Ltd Liability Co
N/A—30,584-30,584-100%$1.7M———
Dimension Capital Management LLC
N/A—30,349-30,349-100%$1.7M———
Composition Wealth, LLC
N/A—28,200-28,200-100%$1.5M———
Summit Financial, LLC
N/A—27,288-27,288-100%$1.5M———
Synergy Investment Management, LLC
N/A—26,191-26,191-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—25,702-25,702-100%$1.4M———
Magnolia Capital Advisors LLC
N/A—23,196-23,196-100%$1.3M———
Blair William & Co
N/A—21,408-21,408-100%$1.2M———
Clark Capital Management Group, Inc.
N/A—20,936-20,936-100%$1.1M———
AQR Capital Management LLC
N/A—20,521-20,521-100%$1.1M———
KKM Financial LLC
N/A—19,856-19,856-100%$1.1M———
Liberty Wealth Management LLC
N/A—19,560-19,560-100%$966.3K———
Citadel Advisors LLC
N/A—19,466-19,466-100%$1.1M———
Bellwether Advisors, LLC
N/A—18,831-18,831-100%$1.0M———
Storen Legacy Partners, LLC
N/A—18,777-18,777-100%$1.0M———
Harbour Investments, Inc.
N/A—18,703-18,703-100%$1.0M———
Icon Wealth Advisors, LLC
N/A—17,640-17,640-100%$963.7K———
Bartlett & Co. Wealth Management LLC
N/A—17,250-17,250-100%$942.4K———
Hilltop Holdings Inc.
N/A—17,195-17,195-100%$939.4K———
Shelton Capital Management
N/A—16,402-16,402-100%$896.0K———
Precision Wealth Strategies, LLC
N/A—15,994-15,994-100%$873.8K———
National Bank of Canada
N/A—14,975-14,975-100%$818.2K———
Snowden Capital Advisors LLC
N/A—14,827-14,827-100%$810.0K———
Ameritas Advisory Services, LLC
N/A—14,450-14,450-100%$789.4K———
Sequoia Financial Advisors, LLC
N/A—14,449-14,449-100%$789.3K———
Retirement Income Solutions, Inc
N/A—14,349-14,349-100%$708.8K———
First Manhattan Co. Llc.
N/A—14,218-14,218-100%$776.7K———
Greenline Wealth Management LLC
N/A—13,141-13,141-100%$717.9K———
WCG Wealth Advisors LLC
N/A—12,677-12,677-100%$692.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,466-12,466-100%$681.0K———
O'shaughnessy Asset Management, LLC
N/A—12,166-12,166-100%$664.6K———
OneAscent Financial Services LLC
N/A—11,924-11,924-100%$651.4K———
Empirical Asset Management, LLC
N/A—11,467-11,467-100%$626.4K———
Nova Wealth Management, Inc.
N/A—11,384-11,384-100%$621.9K———
Crux Wealth Advisors
N/A—10,839-10,839-100%$592.1K———
CIBC Bancorp USA Inc.
N/A—10,705-10,705-100%$584.8K———
Strive Financial Group,LLC
N/A—10,677-10,677-100%$583.3K———
Geneos Wealth Management Inc.
N/A—10,478-10,478-100%$572.4K———
Raffa Wealth Management, LLC
N/A—10,103-10,103-100%$551.9K———
Stillwater Private Wealth, LLC
N/A—9,969-9,969-100%$563———
Fidelis Capital Partners, LLC
N/A—9,898-9,898-100%$540.7K———
Tidemark, LLC
N/A—9,153-9,153-100%$500.0K———
Nicolet Bankshares Inc
N/A—9,083-9,083-100%$503.0K———
Glenmede Trust Co NA
N/A—9,000-9,000-100%$491.7K———
Regal Investment Advisors LLC
N/A—8,933-8,933-100%$488.0K———
Gladstone Institutional Advisory LLC
N/A—8,845-8,845-100%$483.2K———
Performance Wealth Partners, LLC
N/A—8,644-8,644-100%$472.2K———
&partners
N/A—8,638-8,638-100%$470.5K———
Curi Capital, LLC
N/A—8,278-8,278-100%$452.2K———
Meeder Advisory Services, Inc.
N/A—8,262-8,262-100%$451.4K———
NewEdge Wealth, LLC
N/A—8,076-8,076-100%$441.2K———
Gateway Wealth Partners, LLC
N/A—7,602-7,602-100%$415.3K———
Waterloo Capital, L.P.
N/A—7,440-7,440-100%$406.4K———
RWA Wealth Partners, LLC
N/A—7,437-7,437-100%$406.3K———
CFO4Life Group, LLC
N/A—7,398-7,398-100%$404.1K———
Simmons Bank
N/A—6,840-6,840-100%$373.7K———
Aspen Grove Capital, LLC
N/A—6,795-6,795-100%$371.2K———
Greenwich Wealth Management LLC
N/A—6,379-6,379-100%$348.0K———
Next Capital Management LLC
N/A—6,331-6,331-100%$345.9K———
Resolute Advisors LLC
N/A—6,242-6,242-100%$341.0K———
Belpointe Asset Management LLC
N/A—6,241-6,241-100%$340.9K———
Panoramic Investment Advisors, LLC
N/A—6,220-6,220-100%$339.8K———
Orion Porfolio Solutions, LLC
N/A—6,065-6,065-100%$331.3K———
Waverly Advisors, LLC
N/A—6,048-6,048-100%$330.4K———
Safeguard Investment Advisory Group, LLC
N/A—6,028-6,028-100%$329.3K———
Ranch Capital Advisors Inc.
N/A—6,000-6,000-100%$327.8K———
Cape ANN Savings Bank
N/A—5,504-5,504-100%$300.7K———
Vanguard National Trust Co
N/A—5,221-5,221-100%$285.2K———
MOR Wealth Management, LLC
N/A—5,079-5,079-100%$277.5K———
Coldstream Capital Management Inc
N/A—4,978-4,978-100%$271.9K———
PFG Investments, LLC
N/A—4,726-4,726-100%$258.2K———
Great Valley Advisor Group, Inc.
N/A—4,462-4,462-100%$243.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,357-4,357-100%$238.0K———
Stratos Investment Management, LLC
N/A—4,332-4,332-100%$236.7K———
Global Retirement Partners, LLC
N/A—4,181-4,181-100%$228.4K———
QRG Capital Management, Inc.
N/A—3,738-3,738-100%$204.2K———
LRI Investments, LLC
N/A—3,375-3,375-100%$184.4K———
AE Wealth Management LLC
N/A—3,083-3,083-100%$168.4K———
Swisher Financial Concepts, Inc.
N/A—2,625-2,625-100%$143.4K———
Brown Brothers Harriman & Co
N/A—2,382-2,382-100%$130.1K———
Vanguard Advisers Inc
N/A—1,609-1,609-100%$87.9K———
JPL Wealth Management, LLC
N/A—1,544-1,544-100%$84.3K———
Medallion Wealth Advisors, LLC
N/A—1,346-1,346-100%$73.5K———
Motco
N/A—1,346-1,346-100%$73.5K———
Bessemer Group Inc
N/A—1,331-1,331-100%$67.0K———
IMA Advisory Services, Inc.
N/A—1,317-1,317-100%$71.9K———
SHP Wealth Management
N/A—1,309-1,309-100%$71.5K———
Qube Research & Technologies Ltd
N/A—1,259-1,259-100%$68.8K———
SouthState Bank Corp
N/A—1,230-1,230-100%$67.2K———
BlackRock, Inc.
N/A—1,197-1,197-100%$65.4K———
MidFirst Bank
N/A—1,184-1,184-100%$64.7K———
Bitterroot Capital Advisors LLC
N/A—1,122-1,122-100%$61.3K———
Wellington-Altus USA Inc.
N/A—899-899-100%$44.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—877-877-100%$47.9K———
Colonial Trust Advisors
N/A—500-500-100%$27.3K———
Beaird Harris Wealth Management, LLC
N/A—486-486-100%$26.6K———
BFC Planning, Inc.
N/A—412-412-100%$22.5K———
Federation des caisses Desjardins du Quebec
N/A—265-265-100%$14.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—247-247-100%$13.5K———
Measured Wealth Private Client Group, LLC
N/A—216-216-100%$11.8K———
Whittier Trust Co
N/A—200-200-100%$11.1K———
Sachetta, LLC
N/A—150-150-100%$8.2K———
Tower Research Capital LLC (TRC)
N/A—23-23-100%$1.3K———
Financial Gravity Companies, Inc.
N/A—3-3-100%$164———
Showing 465 of 465 institutions