IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Direxion Nasdaq-100 EQ Weigh (QQQE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Independent Financial Group, LLC
DECREASED
Shares130,804 from 145,174
Change-14,370 (-10%)
Value$15.7M (-$2.0M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares67,549 from 54,167
Change+13,382 (+25%)
Value$8.1M (+$1.5M)
Filed 2026-10-30
MRA Advisory Group
DECREASED
Shares66,597 from 72,715
Change-6,118 (-8%)
Value$8.0M (-$873.0K)
Filed 2026-10-07
LeConte Wealth Management, LLC
DECREASED
Shares59,466 from 63,813
Change-4,347 (-7%)
Value$7.1M (-$643.4K)
Filed 2026-10-20
Berkshire Money Management, Inc.
DECREASED
Shares51,517 from 52,469
Change-952 (-2%)
Value$6.2M (-$214.0K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares49,166 from 50,094
Change-928 (-2%)
Value$5.9M (-$206.6K)
Filed 2026-11-04
Broussard Financial Group LLC
NEW
Shares48,346
Change+48,346
Value$5.8M
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares47,636 from 53,865
Change-6,229 (-12%)
Value$5.7M (-$850.5K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares40,371 from 40,373
Change-2 (0%)
Value$4.8M (-$76.9K)
Filed 2026-11-02
White Pine Investment Co
INCREASED
Shares39,426 from 38,934
Change+492 (+1%)
Value$4.7M (-$15.0K)
Filed 2026-10-15
Rothschild & Co Wealth Management UK Ltd
NEW
Shares39,063
Change+39,063
Value$4.7M
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares26,850 from 32,171
Change-5,321 (-17%)
Value$3.2M (-$700.0K)
Filed 2026-11-02
LifeWealth Investments, LLC
INCREASED
Shares25,965 from 25,542
Change+423 (+2%)
Value$3.1M (+$2.3K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares24,144 from 23,931
Change+213 (+1%)
Value$2.9M (-$19.9K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares23,688 from 27,226
Change-3,538 (-13%)
Value$2.8M (-$476.6K)
Filed 2026-11-05
Integrity Alliance, Llc.
NEW
Shares18,664
Change+18,664
Value$2.2M
Filed 2026-10-29
Rudd Co d/b/a Styre Wealth
NEW
Shares16,319
Change+16,319
Value$1.9M
Filed 2026-10-29
Warner Financial, Inc
INCREASED
Shares16,017 from 16,010
Change+7 (+0%)
Value$1.9M (-$29.6K)
Filed 2026-11-06
Vise Technologies, Inc.
DECREASED
Shares13,943 from 25,511
Change-11,568 (-45%)
Value$1.7M (-$1.4M)
Filed 2026-10-29
Mystic Asset Management, Inc.
INCREASED
Shares13,268 from 13,215
Change+53 (+0%)
Value$1.6M (-$18.7K)
Filed 2026-10-15
Thayer Partners, LLC / MA
INCREASED
Shares12,605 from 11,049
Change+1,556 (+14%)
Value$1.5M (+$165.9K)
Filed 2026-11-06
Cap Partners, LLC
DECREASED
Shares12,343 from 12,366
Change-23 (0%)
Value$1.5M (-$26.2K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares10,759 from 10,851
Change-92 (-1%)
Value$1.3M (-$31.7K)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares10,750 from 11,033
Change-283 (-3%)
Value$1.3M (-$55.0K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares10,277 from 10,371
Change-94 (-1%)
Value$1.2M (-$31.0K)
Filed 2026-11-05
QTR Family Wealth, LLC
INCREASED
Shares10,002 from 9,998
Change+4 (+0%)
Value$1.2M (-$18.5K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares9,676 from 9,583
Change+93 (+1%)
Value$1.2M (-$7.1K)
Filed 2026-10-15
Catalyst Investment Management LLC
NEW
Shares9,629
Change+9,629
Value$1.2M
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares9,349 from 9,153
Change+196 (+2%)
Value$1.1M (+$6.2K)
Filed 2026-10-14
Paulson Wealth Management Inc.
DECREASED
Shares8,568 from 9,413
Change-845 (-9%)
Value$1.0M (-$119.4K)
Filed 2026-11-02
Quantum Financial Partners LLC
INCREASED
Shares8,296 from 7,218
Change+1,078 (+15%)
Value$996.4K (+$115.8K)
Filed 2026-10-19
Retirement Planning Co of New England, Inc.
DECREASED
Shares7,967 from 8,308
Change-341 (-4%)
Value$957.0K (-$56.7K)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares7,536 from 6,013
Change+1,523 (+25%)
Value$905.1K (+$171.4K)
Filed 2026-10-23
Ballast Rock Private Wealth LLC
INCREASED
Shares7,449 from 5,617
Change+1,832 (+33%)
Value$894.7K (+$209.4K)
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares7,333 from 7,411
Change-78 (-1%)
Value$880.8K (-$23.4K)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares6,791 from 6,791
Change0 (0%)
Value$815.7K (-$12.9K)
Filed 2026-10-30
Cannon Advisors, Inc.
INCREASED
Shares6,614 from 5,409
Change+1,205 (+22%)
Value$796.6K (+$151.7K)
Filed 2026-10-14
Prism Advisors, Inc.
DECREASED
Shares5,675 from 8,103
Change-2,428 (-30%)
Value$686.8K (-$301.8K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
DECREASED
Shares5,543 from 5,832
Change-289 (-5%)
Value$665.8K (-$45.8K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares5,434 from 5,432
Change+2 (+0%)
Value$652.6K (-$10.1K)
Filed 2026-10-14
Bank of New York Mellon Corp
DECREASED
Shares5,300 from 5,377
Change-77 (-1%)
Value$636.6K (-$19.5K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares5,126 from 5,126
Change0 (0%)
Value$615.7K (-$9.7K)
Filed 2026-11-03
Imc-Chicago, LLC
DECREASED
Shares5,099 from 5,118
Change-19 (0%)
Value$612.4K (-$12.0K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
NEW
Shares5,060
Change+5,060
Value$607.8K
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares5,058 from 17,802
Change-12,744 (-72%)
Value$607.5K (-$1.6M)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares5,058 from 5,031
Change+27 (+1%)
Value$607.5K (-$6.3K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares4,904 from 6,854
Change-1,950 (-28%)
Value$589.0K (-$86.3K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$579.1K (-$2.2K)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares4,649 from 4,649
Change0 (0%)
Value$558.4K (-$8.8K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares4,629 from 4,041
Change+588 (+15%)
Value$556.0K (+$62.9K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares4,513 from 4,507
Change+6 (+0%)
Value$542.1K (-$7.8K)
Filed 2026-10-29
Total Investment Management Inc
INCREASED
Shares4,490 from 4,489
Change+1 (+0%)
Value$539.3K (+$13.7K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$474.6K (-$7.5K)
Filed 2026-10-23
Tucker Asset Management LLC
UNCHANGED
Shares3,893 from 3,893
Change0 (0%)
Value$467.6K (-$7.4K)
Filed 2026-10-29
Howard Financial Services, Ltd.
DECREASED
Shares3,606 from 3,758
Change-152 (-4%)
Value$433.1K (-$25.4K)
Filed 2026-10-15
Evergreen Capital Management LLC
UNCHANGED
Shares3,542 from 3,542
Change0 (0%)
Value$425.4K (-$6.7K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,332 from 3,332
Change0 (0%)
Value$400.1K (-$6.5K)
Filed 2026-10-30
Kingdom Financial Group Llc.
DECREASED
Shares3,331 from 3,497
Change-166 (-5%)
Value$400.1K (-$26.6K)
Filed 2026-11-04
Tilia Fiduciary Partners, Inc.
DECREASED
Shares3,206 from 3,341
Change-135 (-4%)
Value$385.0K (-$22.6K)
Filed 2026-10-09
Old National Bancorp
DECREASED
Shares3,151 from 3,400
Change-249 (-7%)
Value$378.5K (-$36.4K)
Filed 2026-10-20
Bison Wealth, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$362.8K (+$120)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares2,914 from 2,920
Change-6 (0%)
Value$350.1K (-$6.2K)
Filed 2026-10-08
Promethium Advisors,llc
DECREASED
Shares2,907 from 2,932
Change-25 (-1%)
Value$349.2K (-$8.6K)
Filed 2026-10-19
Purus Wealth Management, LLC
UNCHANGED
Shares2,848 from 2,848
Change0 (0%)
Value$342.1K (-$5.4K)
Filed 2026-10-15
Family Capital Management, Inc.
UNCHANGED
Shares2,824 from 2,824
Change0 (0%)
Value$339.2K (-$5.4K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares2,800 from 2,797
Change+3 (+0%)
Value$336.2K (-$5.1K)
Filed 2026-10-08
Clear Creek Financial Management, LLC
INCREASED
Shares2,374 from 2,371
Change+3 (+0%)
Value$285.2K (-$4.2K)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,373 from 2,372
Change+1 (+0%)
Value$285.0K (-$4.5K)
Filed 2026-11-05
Victory Financial Group, LLC
DECREASED
Shares2,335 from 2,431
Change-96 (-4%)
Value$280.4K (-$16.2K)
Filed 2026-10-27
Aurora Private Wealth, Inc.
DECREASED
Shares2,267 from 2,328
Change-61 (-3%)
Value$272.0K (-$12.0K)
Filed 2026-10-20
Atria Investments, Inc
NEW
Shares2,245
Change+2,245
Value$269.6K
Filed 2026-10-15
Hudock, Inc.
DECREASED
Shares2,201 from 2,209
Change-8 (0%)
Value$264.4K (-$5.2K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares2,184 from 2,174
Change+10 (+0%)
Value$262.3K (-$2.9K)
Filed 2026-10-16
Mission Wealth Management, LP
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$261.1K (-$4.1K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares2,153 from 2,099
Change+54 (+3%)
Value$258.6K (+$2.5K)
Filed 2026-10-21
International Assets Investment Management, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$257.0K (-$937)
Filed 2026-11-02
KCM Investment Advisors LLC
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$246.8K (-$3.9K)
Filed 2026-10-27
Kaydan Wealth Management, Inc.
DECREASED
Shares2,026 from 2,394
Change-368 (-15%)
Value$243.3K (-$48.7K)
Filed 2026-10-08
Nixon Peabody Trust Co
NEW
Shares1,948
Change+1,948
Value$234.0K
Filed 2026-10-23
Pinnacle Associates LTD
UNCHANGED
Shares1,942 from 1,942
Change0 (0%)
Value$233.3K (-$3.7K)
Filed 2026-10-20
Kachkovsky & Fisher, Inc.
DECREASED
Shares1,922 from 1,999
Change-77 (-4%)
Value$230.9K (-$13.1K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,844 from 1,832
Change+12 (+1%)
Value$223.2K (+$2.2K)
Filed 2026-10-13
Kaizen Financial Strategies
DECREASED
Shares1,836 from 1,863
Change-27 (-1%)
Value$220.5K (-$5.1K)
Filed 2026-10-09
American Capital Advisory, LLC
INCREASED
Shares1,502 from 1,500
Change+2 (+0%)
Value$180.5K (-$2.6K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares1,298
Change+1,298
Value$155.9K
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$132.1K (-$2.1K)
Filed 2026-11-06
DT Investment Partners, LLC
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$126.2K (-$2.0K)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$115.8K (-$1.8K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares849 from 620
Change+229 (+37%)
Value$102.0K (+$26.3K)
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$95.0K (-$1.5K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares635 from 634
Change+1 (+0%)
Value$76.3K (-$1.1K)
Filed 2026-10-23
Miller Global Investments, LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$62.2K (-$984)
Filed 2026-10-02
SBI Securities Co., Ltd.
INCREASED
Shares499 from 266
Change+233 (+88%)
Value$59.9K (+$27.5K)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$52.1K (-$825)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
INCREASED
Shares391 from 341
Change+50 (+15%)
Value$47.0K (+$5.4K)
Filed 2026-10-29
Gleason Group, Inc.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$37.1K (-$534)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares283 from 282
Change+1 (+0%)
Value$33.9K (-$488)
Filed 2026-10-26
Concord Wealth Partners
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$32.0K (-$460)
Filed 2026-11-02
Eastern Bank
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$30.4K (-$481)
Filed 2026-10-05
Larson Financial Group LLC
INCREASED
Shares217 from 216
Change+1 (+0%)
Value$26.0K (-$375)
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$24.4K (-$386)
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$23.9K (-$378)
Filed 2026-11-05
Global Trust Asset Management, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$23.7K (-$374)
Filed 2026-10-19
Cape Investment Advisory, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$12.7K (-$201)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.0K (-$190)
Filed 2026-10-23
FNY Investment Advisers, LLC
DECREASED
Shares65 from 126
Change-61 (-48%)
Value$7 (-$8)
Filed 2026-10-16
Investors Research Corp
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$6.8K (-$109)
Filed 2026-10-07
Blue Trust, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.5K (-$95)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.8K (-$60)
Filed 2026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.6K (-$57)
Filed 2026-10-30
Providence First Trust Co
CLOSED
Shares0 from 23,291
Change-23,291 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 5,953
Change-5,953 (-100%)
Value$0 (-$726.3K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 2,561
Change-2,561 (-100%)
Value$0 (-$312.5K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 2,295
Change-2,295 (-100%)
Value$0 (-$280.1K)
Filed 2026-10-08
Wedbush Securities Inc
CLOSED
Shares0 from 2,216
Change-2,216 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
CLOSED
Shares0 from 2,010
Change-2,010 (-100%)
Value$0 (-$245.2K)
Filed 2026-10-19
EPG Wealth Management LLC
CLOSED
Shares0 from 1,914
Change-1,914 (-100%)
Value$0 (-$233.5K)
Filed 2026-11-03
Compound Planning, Inc.
CLOSED
Shares0 from 1,730
Change-1,730 (-100%)
Value$0 (-$211.1K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$88.3K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 639,955
Change-639,955 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 616,657
Change-616,657 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 428,989
Change-428,989 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 370,350
Change-370,350 (-100%)
Value—
Endurance Services Ltd
N/A
Shares— from 347,500
Change-347,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 254,851
Change-254,851 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 171,417
Change-171,417 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 164,052
Change-164,052 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 138,054
Change-138,054 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 132,907
Change-132,907 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 87,637
Change-87,637 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 83,403
Change-83,403 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 71,237
Change-71,237 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 70,543
Change-70,543 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 54,358
Change-54,358 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 54,104
Change-54,104 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 51,371
Change-51,371 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 51,241
Change-51,241 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,102
Change-39,102 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 38,724
Change-38,724 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,915
Change-35,915 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 35,764
Change-35,764 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 28,658
Change-28,658 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,799
Change-26,799 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,922
Change-23,922 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 18,914
Change-18,914 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 17,117
Change-17,117 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,021
Change-17,021 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 14,965
Change-14,965 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 14,072
Change-14,072 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,873
Change-11,873 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,371
Change-11,371 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,204
Change-11,204 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 839
Change-839 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 481
Change-481 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 429
Change-429 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 174
Change-174 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4
Change-4 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Independent Financial Group, LLC
DECREASED130,804145,174-14,370-10%$17.7M$15.7M-$2.0M2026-10-13
Truist Financial Corp
INCREASED67,54954,167+13,382+25%$6.6M$8.1M+$1.5M2026-10-30
MRA Advisory Group
DECREASED66,59772,715-6,118-8%$8.9M$8.0M-$873.0K2026-10-07
LeConte Wealth Management, LLC
DECREASED59,46663,813-4,347-7%$7.8M$7.1M-$643.4K2026-10-20
Berkshire Money Management, Inc.
DECREASED51,51752,469-952-2%$6.4M$6.2M-$214.0K2026-10-21
Citigroup Inc
DECREASED49,16650,094-928-2%$6.1M$5.9M-$206.6K2026-11-04
Broussard Financial Group LLC
NEW48,346—+48,346——$5.8M—2026-10-26
Commonwealth Equity Services, LLC
DECREASED47,63653,865-6,229-12%$6.6M$5.7M-$850.5K2026-11-02
Creative Planning
DECREASED40,37140,373-20%$4.9M$4.8M-$76.9K2026-11-02
White Pine Investment Co
INCREASED39,42638,934+492+1%$4.8M$4.7M-$15.0K2026-10-15
Rothschild & Co Wealth Management UK Ltd
NEW39,063—+39,063——$4.7M—2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED26,85032,171-5,321-17%$3.9M$3.2M-$700.0K2026-11-02
LifeWealth Investments, LLC
INCREASED25,96525,542+423+2%$3.1M$3.1M+$2.3K2026-10-21
Kestra Advisory Services, LLC
INCREASED24,14423,931+213+1%$2.9M$2.9M-$19.9K2026-11-02
Nations Financial Group Inc,
DECREASED23,68827,226-3,538-13%$3.3M$2.8M-$476.6K2026-11-05
Integrity Alliance, Llc.
NEW18,664—+18,664——$2.2M—2026-10-29
Rudd Co d/b/a Styre Wealth
NEW16,319—+16,319——$1.9M—2026-10-29
Warner Financial, Inc
INCREASED16,01716,010+7+0%$2.0M$1.9M-$29.6K2026-11-06
Vise Technologies, Inc.
DECREASED13,94325,511-11,568-45%$3.1M$1.7M-$1.4M2026-10-29
Mystic Asset Management, Inc.
INCREASED13,26813,215+53+0%$1.6M$1.6M-$18.7K2026-10-15
Thayer Partners, LLC / MA
INCREASED12,60511,049+1,556+14%$1.3M$1.5M+$165.9K2026-11-06
Cap Partners, LLC
DECREASED12,34312,366-230%$1.5M$1.5M-$26.2K2026-10-19
MGO One Seven LLC
DECREASED10,75910,851-92-1%$1.3M$1.3M-$31.7K2026-10-28
HB Wealth Management, LLC
DECREASED10,75011,033-283-3%$1.3M$1.3M-$55.0K2026-10-23
Fifth Third Bancorp
DECREASED10,27710,371-94-1%$1.3M$1.2M-$31.0K2026-11-05
QTR Family Wealth, LLC
INCREASED10,0029,998+4+0%$1.2M$1.2M-$18.5K2026-11-02
Flagstar Securities, Inc
INCREASED9,6769,583+93+1%$1.2M$1.2M-$7.1K2026-10-15
Catalyst Investment Management LLC
NEW9,629—+9,629——$1.2M—2026-10-21
Fulton Bank, N.A.
INCREASED9,3499,153+196+2%$1.1M$1.1M+$6.2K2026-10-14
Paulson Wealth Management Inc.
DECREASED8,5689,413-845-9%$1.1M$1.0M-$119.4K2026-11-02
Quantum Financial Partners LLC
INCREASED8,2967,218+1,078+15%$880.7K$996.4K+$115.8K2026-10-19
Retirement Planning Co of New England, Inc.
DECREASED7,9678,308-341-4%$1.0M$957.0K-$56.7K2026-10-15
Sowell Financial Services LLC
INCREASED7,5366,013+1,523+25%$733.7K$905.1K+$171.4K2026-10-23
Ballast Rock Private Wealth LLC
INCREASED7,4495,617+1,832+33%$685.3K$894.7K+$209.4K2026-10-26
D.A. Davidson & Co.
DECREASED7,3337,411-78-1%$904.2K$880.8K-$23.4K2026-10-28
MTM Investment Management, LLC
UNCHANGED6,7916,79100%$828.6K$815.7K-$12.9K2026-10-30
Cannon Advisors, Inc.
INCREASED6,6145,409+1,205+22%$644.9K$796.6K+$151.7K2026-10-14
Prism Advisors, Inc.
DECREASED5,6758,103-2,428-30%$988.6K$686.8K-$301.8K2026-10-09
SeaCrest Wealth Management, LLC
DECREASED5,5435,832-289-5%$711.6K$665.8K-$45.8K2026-10-21
Focus Financial Network, Inc.
INCREASED5,4345,432+2+0%$662.7K$652.6K-$10.1K2026-10-14
Bank of New York Mellon Corp
DECREASED5,3005,377-77-1%$656.1K$636.6K-$19.5K2026-11-05
Parallel Advisors, LLC
UNCHANGED5,1265,12600%$625.4K$615.7K-$9.7K2026-11-03
Imc-Chicago, LLC
DECREASED5,0995,118-190%$624.4K$612.4K-$12.0K2026-11-05
Axxcess Wealth Management, LLC
NEW5,060—+5,060——$607.8K—2026-10-21
Davenport & Co LLC
DECREASED5,05817,802-12,744-72%$2.2M$607.5K-$1.6M2026-10-14
Traphagen Investment Advisors LLC
INCREASED5,0585,031+27+1%$613.8K$607.5K-$6.3K2026-10-14
SAX Wealth Advisors, LLC
DECREASED4,9046,854-1,950-28%$675.3K$589.0K-$86.3K2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED4,8004,80000%$581.3K$579.1K-$2.2K2026-10-16
Key FInancial Inc
UNCHANGED4,6494,64900%$567.2K$558.4K-$8.8K2026-11-02
Integrity Advisory Solutions, LLC
INCREASED4,6294,041+588+15%$493.0K$556.0K+$62.9K2026-10-29
Spectrum Wealth Advisory Group, LLC
INCREASED4,5134,507+6+0%$549.9K$542.1K-$7.8K2026-10-29
Total Investment Management Inc
INCREASED4,4904,489+1+0%$525.5K$539.3K+$13.7K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED3,9513,95100%$482.1K$474.6K-$7.5K2026-10-23
Tucker Asset Management LLC
UNCHANGED3,8933,89300%$475.0K$467.6K-$7.4K2026-10-29
Howard Financial Services, Ltd.
DECREASED3,6063,758-152-4%$458.5K$433.1K-$25.4K2026-10-15
Evergreen Capital Management LLC
UNCHANGED3,5423,54200%$432.2K$425.4K-$6.7K2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED3,3323,33200%$406.6K$400.1K-$6.5K2026-10-30
Kingdom Financial Group Llc.
DECREASED3,3313,497-166-5%$426.7K$400.1K-$26.6K2026-11-04
Tilia Fiduciary Partners, Inc.
DECREASED3,2063,341-135-4%$407.7K$385.0K-$22.6K2026-10-09
Old National Bancorp
DECREASED3,1513,400-249-7%$414.8K$378.5K-$36.4K2026-10-20
Bison Wealth, LLC
UNCHANGED3,0003,00000%$362.7K$362.8K+$1202026-10-13
Farther Finance Advisors, LLC
DECREASED2,9142,920-60%$356.3K$350.1K-$6.2K2026-10-08
Promethium Advisors,llc
DECREASED2,9072,932-25-1%$357.7K$349.2K-$8.6K2026-10-19
Purus Wealth Management, LLC
UNCHANGED2,8482,84800%$347.5K$342.1K-$5.4K2026-10-15
Family Capital Management, Inc.
UNCHANGED2,8242,82400%$344.6K$339.2K-$5.4K2026-11-03
First Heartland Consultants, Inc.
INCREASED2,8002,797+3+0%$341.3K$336.2K-$5.1K2026-10-08
Clear Creek Financial Management, LLC
INCREASED2,3742,371+3+0%$289.3K$285.2K-$4.2K2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED2,3732,372+1+0%$289.5K$285.0K-$4.5K2026-11-05
Victory Financial Group, LLC
DECREASED2,3352,431-96-4%$296.7K$280.4K-$16.2K2026-10-27
Aurora Private Wealth, Inc.
DECREASED2,2672,328-61-3%$284.0K$272.0K-$12.0K2026-10-20
Atria Investments, Inc
NEW2,245—+2,245——$269.6K—2026-10-15
Hudock, Inc.
DECREASED2,2012,209-80%$269.6K$264.4K-$5.2K2026-10-14
IFP Advisors, Inc
INCREASED2,1842,174+10+0%$265.3K$262.3K-$2.9K2026-10-16
Mission Wealth Management, LP
UNCHANGED2,1742,17400%$265.3K$261.1K-$4.1K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED2,1532,099+54+3%$256.1K$258.6K+$2.5K2026-10-21
International Assets Investment Management, LLC
UNCHANGED2,1302,13000%$257.9K$257.0K-$9372026-11-02
KCM Investment Advisors LLC
UNCHANGED2,0552,05500%$250.7K$246.8K-$3.9K2026-10-27
Kaydan Wealth Management, Inc.
DECREASED2,0262,394-368-15%$292.1K$243.3K-$48.7K2026-10-08
Nixon Peabody Trust Co
NEW1,948—+1,948——$234.0K—2026-10-23
Pinnacle Associates LTD
UNCHANGED1,9421,94200%$237.0K$233.3K-$3.7K2026-10-20
Kachkovsky & Fisher, Inc.
DECREASED1,9221,999-77-4%$243.9K$230.9K-$13.1K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED1,8441,832+12+1%$221.0K$223.2K+$2.2K2026-10-13
Kaizen Financial Strategies
DECREASED1,8361,863-27-1%$225.6K$220.5K-$5.1K2026-10-09
American Capital Advisory, LLC
INCREASED1,5021,500+2+0%$183.1K$180.5K-$2.6K2026-10-28
Jacobi Capital Management LLC
NEW1,298—+1,298——$155.9K—2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED1,1001,10000%$134.2K$132.1K-$2.1K2026-11-06
DT Investment Partners, LLC
UNCHANGED1,0511,05100%$128.2K$126.2K-$2.0K2026-10-27
Spire Wealth Management
UNCHANGED96496400%$117.6K$115.8K-$1.8K2026-10-30
Assetmark, Inc
INCREASED849620+229+37%$75.6K$102.0K+$26.3K2026-10-21
Abound Wealth Management
UNCHANGED79179100%$96.5K$95.0K-$1.5K2026-10-26
Harbor Asset Planning, Inc.
INCREASED635634+1+0%$77.4K$76.3K-$1.1K2026-10-23
Miller Global Investments, LLC
UNCHANGED51851800%$63.2K$62.2K-$9842026-10-02
SBI Securities Co., Ltd.
INCREASED499266+233+88%$32.5K$59.9K+$27.5K2026-10-22
Parkside Financial Bank & Trust
UNCHANGED43443400%$53.0K$52.1K-$8252026-10-27
Blue Bell Private Wealth Management, LLC
INCREASED391341+50+15%$41.6K$47.0K+$5.4K2026-10-29
Gleason Group, Inc.
UNCHANGED30930900%$37.7K$37.1K-$5342026-10-15
Lanark Financial, Inc.
INCREASED283282+1+0%$34.4K$33.9K-$4882026-10-26
Concord Wealth Partners
UNCHANGED26626600%$32.4K$32.0K-$4602026-11-02
Eastern Bank
UNCHANGED25325300%$30.9K$30.4K-$4812026-10-05
Larson Financial Group LLC
INCREASED217216+1+0%$26.4K$26.0K-$3752026-11-05
SRH Advisors, LLC
UNCHANGED20320300%$24.8K$24.4K-$3862026-10-22
Central Trust Co
UNCHANGED19919900%$24.3K$23.9K-$3782026-11-05
Global Trust Asset Management, LLC
UNCHANGED19719700%$24.0K$23.7K-$3742026-10-19
Cape Investment Advisory, Inc.
UNCHANGED10610600%$12.9K$12.7K-$2012026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED10010000%$12.2K$12.0K-$1902026-10-23
FNY Investment Advisers, LLC
DECREASED65126-61-48%$15$7-$82026-10-16
Investors Research Corp
UNCHANGED575700%$7.0K$6.8K-$1092026-10-07
Blue Trust, Inc.
UNCHANGED545400%$6.6K$6.5K-$952026-10-15
Archer Investment Corp
UNCHANGED323200%$3.9K$3.8K-$602026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED303000%$3.7K$3.6K-$572026-10-30
Providence First Trust Co
CLOSED023,291-23,291-100%$2.8M$0-$2.8M2026-11-02
KMG Fiduciary Partners, LLC
CLOSED05,953-5,953-100%$726.3K$0-$726.3K2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED02,561-2,561-100%$312.5K$0-$312.5K2026-10-16
Galvin, Gaustad & Stein, LLC
CLOSED02,295-2,295-100%$280.1K$0-$280.1K2026-10-08
Wedbush Securities Inc
CLOSED02,216-2,216-100%$270.0K$0-$270.0K2026-10-22
Key Client Fiduciary Advisors, LLC
CLOSED02,010-2,010-100%$245.2K$0-$245.2K2026-10-19
EPG Wealth Management LLC
CLOSED01,914-1,914-100%$233.5K$0-$233.5K2026-11-03
Compound Planning, Inc.
CLOSED01,730-1,730-100%$211.1K$0-$211.1K2026-11-05
AdvisorNet Financial, Inc
CLOSED0724-724-100%$88.3K$0-$88.3K2026-10-15
Bank of America Corp
N/A—639,955-639,955-100%$78.1M———
Morgan Stanley
N/A—616,657-616,657-100%$75.2M———
Waddell & Associates, LLC
N/A—428,989-428,989-100%$52.3M———
LPL Financial LLC
N/A—370,350-370,350-100%$45.2M———
Endurance Services Ltd
N/A—347,500-347,500-100%$42.4M———
UBS Group AG
N/A—254,851-254,851-100%$31.1M———
BNP Paribas Financial Markets
N/A—171,417-171,417-100%$20.9M———
Goldman Sachs Group Inc
N/A—164,052-164,052-100%$20.0M———
Jane Street Group, LLC
N/A—138,054-138,054-100%$16.8M———
Royal Bank of Canada
N/A—132,907-132,907-100%$16.2M———
Ameriprise Financial Inc
N/A—87,637-87,637-100%$10.7M———
Jones Financial Companies Lllp
N/A—83,403-83,403-100%$9.9M———
HighTower Advisors, LLC
N/A—71,237-71,237-100%$8.7M———
Frisch Financial Group, Inc.
N/A—70,543-70,543-100%$8.6M———
Envestnet Asset Management Inc
N/A—54,358-54,358-100%$6.6M———
Beacon Pointe Advisors, LLC
N/A—54,104-54,104-100%$6.6M———
Northwestern Mutual Wealth Management Co
N/A—51,371-51,371-100%$6.3M———
Ameritas Advisory Services, LLC
N/A—51,241-51,241-100%$6.3M———
Cerity Partners LLC
N/A—39,102-39,102-100%$4.8M———
Bank of Montreal
N/A—38,724-38,724-100%$4.7M———
Osaic Holdings, Inc.
N/A—35,915-35,915-100%$4.4M———
Raymond James Financial Inc
N/A—35,764-35,764-100%$4.4M———
Gateway Wealth Partners, LLC
N/A—28,658-28,658-100%$3.5M———
Regal Investment Advisors LLC
N/A—26,799-26,799-100%$3.3M———
Cetera Investment Advisers
N/A—23,922-23,922-100%$2.9M———
Private Capital Management, LLC
N/A—18,914-18,914-100%$2.3M———
Jump Financial, LLC
N/A—17,117-17,117-100%$2.1M———
Stifel Financial Corp
N/A—17,021-17,021-100%$2.1M———
Beck Capital Management, LLC
N/A—14,965-14,965-100%$1.8M———
Innovative Asset Advisors Group, LLC
N/A—14,072-14,072-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—12,945-12,945-100%$1.6M———
Mariner, LLC
N/A—11,873-11,873-100%$1.4M———
Ameritas Investment Partners, Inc.
N/A—11,371-11,371-100%$1.4M———
Mutual Advisors, LLC
N/A—11,342-11,342-100%$1.4M———
Waverly Advisors, LLC
N/A—11,204-11,204-100%$1.4M———
Tradition Wealth Management, LLC
N/A—10,792-10,792-100%$1.3M———
Renaissance Technologies LLC
N/A—10,100-10,100-100%$1.2M———
Evelyn Partners Group Ltd
N/A—9,800-9,800-100%$1.2M———
Arkadios Wealth Advisors
N/A—8,626-8,626-100%$1.1M———
Advisory Services Network, LLC
N/A—5,821-5,821-100%$710.3K———
Tower Research Capital LLC (TRC)
N/A—5,721-5,721-100%$698.0K———
Freestone Capital Holdings, LLC
N/A—5,509-5,509-100%$672.2K———
Carr Financial Group Corp
N/A—5,405-5,405-100%$659.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—5,377-5,377-100%$654.2K———
Steward Partners Investment Advisory, LLC
N/A—5,219-5,219-100%$636.8K———
Marshall Financial Group, LLC
N/A—5,020-5,020-100%$612.5K———
Peak Planning Group, LLC
N/A—4,973-4,973-100%$606.8K———
BlackRock, Inc.
N/A—4,908-4,908-100%$598.9K———
Private Advisor Group, LLC
N/A—4,905-4,905-100%$598.5K———
HRT Financial LP
N/A—4,866-4,866-100%$593.0K———
EagleClaw Capital Managment, LLC
N/A—4,645-4,645-100%$566.7K———
Oxinas Partners, LLC
N/A—4,542-4,542-100%$554.2K———
Pathstone Holdings, LLC
N/A—4,522-4,522-100%$551.7K———
FMR LLC
N/A—4,487-4,487-100%$547.5K———
Star Financial Bank
N/A—4,336-4,336-100%$529.0K———
Western Wealth Management, LLC
N/A—4,105-4,105-100%$500.8K———
Sanctuary Advisors, LLC
N/A—4,095-4,095-100%$499.7K———
Element Wealth, LLC
N/A—3,966-3,966-100%$483.9K———
Thoroughbred Financial Services, LLC
N/A—3,829-3,829-100%$467.0K———
Mercer Global Advisors Inc
N/A—3,828-3,828-100%$467.1K———
World Investment Advisors
N/A—3,676-3,676-100%$362.2K———
Gladstone Institutional Advisory LLC
N/A—3,612-3,612-100%$440.7K———
Two Sigma Investments, LP
N/A—3,600-3,600-100%$439.2K———
Bluespring Wealth Management, LLC
N/A—3,538-3,538-100%$431.7K———
AQR Capital Management LLC
N/A—3,297-3,297-100%$402.3K———
Colonial Trust Co / SC
N/A—3,181-3,181-100%$388.1K———
Intellectus Partners, LLC
N/A—2,924-2,924-100%$356.7K———
Kingsview Wealth Management, LLC
N/A—2,817-2,817-100%$343.7K———
Fairview Capital Investment Management, LLC
N/A—2,765-2,765-100%$337.4K———
Global Retirement Partners, LLC
N/A—2,670-2,670-100%$325.8K———
D. E. Shaw & Co., Inc.
N/A—2,647-2,647-100%$323.0K———
Janney Montgomery Scott LLC
N/A—2,591-2,591-100%$316.0K———
CreativeOne Wealth, LLC
N/A—2,570-2,570-100%$313.6K———
Cascade Wealth Advisors, Inc
N/A—2,560-2,560-100%$312.2K———
MML Investors Services, LLC
N/A—2,557-2,557-100%$311.9K———
Quantinno Capital Management LP
N/A—2,477-2,477-100%$302.2K———
Focus Partners Advisor Solutions, LLC
N/A—2,372-2,372-100%$289.5K———
Aptus Capital Advisors, LLC
N/A—2,332-2,332-100%$284.5K———
NewEdge Advisors, LLC
N/A—1,994-1,994-100%$243.2K———
Captrust Financial Advisors
N/A—1,899-1,899-100%$231.7K———
Integrated Wealth Concepts LLC
N/A—1,815-1,815-100%$221.4K———
Independent Advisor Alliance
N/A—1,800-1,800-100%$219.6K———
Modern Wealth Management, LLC
N/A—1,774-1,774-100%$216.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,769-1,769-100%$215.8K———
Florida Financial Advisors, LLC
N/A—1,767-1,767-100%$215.6K———
Cascades Capital Asset Management, LLC
N/A—1,745-1,745-100%$212.9K———
Leavell Investment Management, Inc.
N/A—1,715-1,715-100%$209.2K———
Range Advisory, LLC
N/A—1,713-1,713-100%$208.9K———
Wells Fargo & Company
N/A—1,693-1,693-100%$206.6K———
Aspire Capital Advisors LLC
N/A—1,663-1,663-100%$202.9K———
Crewe Advisors LLC
N/A—1,380-1,380-100%$168.4K———
Hollencrest Capital Management
N/A—1,376-1,376-100%$167.9K———
National Bank of Canada
N/A—839-839-100%$102.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—700-700-100%$85.4K———
Beaird Harris Wealth Management, LLC
N/A—624-624-100%$76.1K———
Ancora Advisors LLCA
N/A—481-481-100%$58.7K———
Geneos Wealth Management Inc.
N/A—429-429-100%$52.3K———
JPMorgan Chase & Co
N/A—174-174-100%$21.0K———
Front Row Advisors LLC
N/A—164-164-100%$20.1K———
Sachetta, LLC
N/A—115-115-100%$14.0K———
Harbour Investments, Inc.
N/A—77-77-100%$9.4K———
IMA Advisory Services, Inc.
N/A—63-63-100%$7.7K———
UBS Asset Management Americas LLC
N/A—46-46-100%$5.6K———
Institute for Wealth Management, Llc.
N/A—33-33-100%$4.0K———
Strategic Wealth Partners, Ltd.
N/A—12-12-100%$1.5K———
Imprint Wealth LLC
N/A—5-5-100%$610———
Toronto Dominion Bank
N/A—4-4-100%$488———
Anchor Investment Management, LLC
N/A—3-3-100%$366———
Vanguard Advisers Inc
N/A—2-2-100%$244———
Allworth Financial LP
N/A—1-1-100%$123———
Showing 229 of 229 institutions