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Eaton Vance Tax-Mgd DIV Eqty (XETYX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,669,841 from 1,305,315
Change+364,526 (+28%)
Value$23.5M (+$4.5M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,432,923 from 341,464
Change+1,091,459 (+320%)
Value$20.1K (-$4.9M)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares641,403 from 642,216
Change-813 (0%)
Value$9.0M (-$326.1K)
Filed 2026-11-03
Wolverine Asset Management LLC
INCREASED
Shares461,017 from 301,811
Change+159,206 (+53%)
Value$6.5M (+$2.1M)
Filed 2026-11-02
Pathway Financial Advisers, LLC
INCREASED
Shares453,290 from 446,419
Change+6,871 (+2%)
Value$6.4M (-$122.2K)
Filed 2026-10-27
Shaker Financial Services, LLC
INCREASED
Shares383,715 from 158,702
Change+225,013 (+142%)
Value$5.4M (+$3.1M)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares308,271 from 298,720
Change+9,551 (+3%)
Value$4.3M (-$12.2K)
Filed 2026-10-08
C2c Wealth Management, LLC
DECREASED
Shares228,594 from 230,094
Change-1,500 (-1%)
Value$3.2M (-$133.8K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares166,462 from 176,713
Change-10,251 (-6%)
Value$2.3M (-$230.6K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares150,011 from 144,572
Change+5,439 (+4%)
Value$2.1M (+$5.6K)
Filed 2026-11-06
Parsons Capital Management Inc
DECREASED
Shares142,326 from 143,480
Change-1,154 (-1%)
Value$2.0M (-$86.5K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares127,147 from 126,302
Change+845 (+1%)
Value$1.8K (-$1.8M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares122,275 from 103,223
Change+19,052 (+18%)
Value$1.7M (+$217.1K)
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares119,669 from 117,115
Change+2,554 (+2%)
Value$1.7M (-$21.5K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares80,496 from 83,277
Change-2,781 (-3%)
Value$1.1M (-$79.9K)
Filed 2026-11-05
Independent Financial Group, LLC
NEW
Shares76,650
Change+76,650
Value$1.1M
Filed 2026-10-13
David J Yvars Group
INCREASED
Shares71,283 from 62,104
Change+9,179 (+15%)
Value$1.0M (+$102.9K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares59,915 from 46,444
Change+13,471 (+29%)
Value$841.8K (+$166.5K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares54,725 from 56,609
Change-1,884 (-3%)
Value$768.9K (-$54.2K)
Filed 2026-10-30
Calamos Advisors LLC
NEW
Shares49,055
Change+49,055
Value$689.2K
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares47,330 from 48,150
Change-820 (-2%)
Value$665.0K (-$35.1K)
Filed 2026-10-19
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares45,756 from 45,926
Change-170 (0%)
Value$642.9K (-$24.9K)
Filed 2026-10-28
Wealth Effects LLC
DECREASED
Shares45,451 from 45,709
Change-258 (-1%)
Value$638.6K (-$26.0K)
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares43,635 from 43,212
Change+423 (+1%)
Value$613.1K (-$15.2K)
Filed 2026-10-14
Summit Investment Advisory Services, LLC
INCREASED
Shares43,432 from 42,544
Change+888 (+2%)
Value$610.2K (-$8.4K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares40,314 from 42,951
Change-2,637 (-6%)
Value$566.4K (-$58.1K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares40,095 from 41,895
Change-1,800 (-4%)
Value$563.7K (-$47.1K)
Filed 2026-11-02
Elco Management Co., LLC
DECREASED
Shares36,287 from 39,887
Change-3,600 (-9%)
Value$509.8K (-$70.1K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares34,765 from 34,761
Change+4 (+0%)
Value$488.4K (-$17.0K)
Filed 2026-11-05
Integrated Capital Management, Inc.
NEW
Shares33,756
Change+33,756
Value$474.3K
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,593 from 30,710
Change+1,883 (+6%)
Value$463.2K (+$15.4K)
Filed 2026-10-13
City of London Investment Management Co LTD
NEW
Shares30,440
Change+30,440
Value$427.7K
Filed 2026-10-30
Formidable Asset Management, LLC
DECREASED
Shares30,355 from 30,755
Change-400 (-1%)
Value$441.4K (+$17.3K)
Filed 2026-11-03
Shikiar Asset Management Inc
DECREASED
Shares30,000 from 39,865
Change-9,865 (-25%)
Value$421 (-$579.6K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares29,412 from 31,661
Change-2,249 (-7%)
Value$413.2K (-$47.1K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares27,772 from 24,796
Change+2,976 (+12%)
Value$390.2K (+$29.7K)
Filed 2026-10-16
Greenleaf Trust
UNCHANGED
Shares27,458 from 27,458
Change0 (0%)
Value$385.8K (-$13.5K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
INCREASED
Shares27,338 from 19,420
Change+7,918 (+41%)
Value$384.1K (+$101.7K)
Filed 2026-10-29
Integrity Alliance, Llc.
NEW
Shares23,957
Change+23,957
Value$336.6K
Filed 2026-10-29
Seek First Inc.
INCREASED
Shares22,724 from 22,259
Change+465 (+2%)
Value$319.3K (-$4.4K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED
Shares22,368 from 21,929
Change+439 (+2%)
Value$314.3K (-$4.6K)
Filed 2026-10-16
Burford Brothers, Inc.
UNCHANGED
Shares21,400 from 21,400
Change0 (0%)
Value$300.7K (-$10.5K)
Filed 2026-10-21
Advisory Advocates, LLC
UNCHANGED
Shares21,241 from 21,241
Change0 (0%)
Value$298.4K (-$10.4K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares20,946 from 19,889
Change+1,057 (+5%)
Value$294.3K (+$5.1K)
Filed 2026-11-05
M Holdings Securities, Inc.
DECREASED
Shares20,168 from 21,481
Change-1,313 (-6%)
Value$275 (-$33)
Filed 2026-11-03
Procyon Advisors, LLC
UNCHANGED
Shares19,476 from 19,476
Change0 (0%)
Value$273.6K (-$9.5K)
Filed 2026-10-21
Syverson Strege & Co
DECREASED
Shares17,665 from 19,149
Change-1,484 (-8%)
Value$248.2K (-$30.2K)
Filed 2026-11-02
Piedmont Capital Management, LLC
UNCHANGED
Shares17,120 from 17,120
Change0 (0%)
Value$240.5K (-$8.4K)
Filed 2026-10-21
Exchange Bank
UNCHANGED
Shares16,659 from 16,659
Change0 (0%)
Value$234.1K (-$8.2K)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
INCREASED
Shares16,643 from 14,113
Change+2,530 (+18%)
Value$233.8K (+$28.6K)
Filed 2026-10-13
Capital Wealth Alliance, LLC
UNCHANGED
Shares16,470 from 16,470
Change0 (0%)
Value$231.4K (-$8.1K)
Filed 2026-10-20
Quantum Private Wealth, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$210.8K (-$7.4K)
Filed 2026-10-20
Mission Wealth Management, LP
UNCHANGED
Shares14,499 from 14,499
Change0 (0%)
Value$203.7K (-$7.1K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares14,130 from 14,393
Change-263 (-2%)
Value$198.5K (-$10.7K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares14,050 from 21,550
Change-7,500 (-35%)
Value$197.4K (-$115.9K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
DECREASED
Shares12,853 from 13,853
Change-1,000 (-7%)
Value$180.6K (-$20.8K)
Filed 2026-11-05
Milestone Asset Management Group, LLC
UNCHANGED
Shares12,840 from 12,840
Change0 (0%)
Value$180.4K (-$6.3K)
Filed 2026-10-20
HUB Investment Partners, LLC
UNCHANGED
Shares12,704 from 12,704
Change0 (0%)
Value$178.5K (-$6.2K)
Filed 2026-11-03
Howard Financial Services, Ltd.
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$175.6K (-$6.1K)
Filed 2026-10-15
Dudley Capital Management, LLC
INCREASED
Shares12,455 from 12,353
Change+102 (+1%)
Value$175.0K (-$4.6K)
Filed 2026-10-23
Arlington Capital Management Inc
INCREASED
Shares12,430 from 12,006
Change+424 (+4%)
Value$174.6K (+$75)
Filed 2026-10-30
Chicago Partners Investment Group LLC
UNCHANGED
Shares11,589 from 11,589
Change0 (0%)
Value$158.5K (-$5.9K)
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
NEW
Shares11,050
Change+11,050
Value$155.3K
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares11,003
Change+11,003
Value$154.6K
Filed 2026-11-03
Manchester Financial Inc
INCREASED
Shares10,824 from 10,356
Change+468 (+5%)
Value$152.1K (+$1.5K)
Filed 2026-10-15
Opus Financial Solutions LLC
UNCHANGED
Shares10,675 from 10,675
Change0 (0%)
Value$150.0K (-$5.2K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares10,414 from 10,294
Change+120 (+1%)
Value$146.3K (-$3.4K)
Filed 2026-10-21
Uncommon Cents Investing Inc
UNCHANGED
Shares10,384 from 10,384
Change0 (0%)
Value$145.9K (-$5.1K)
Filed 2026-10-20
Krilogy Financial LLC
UNCHANGED
Shares10,364 from 10,364
Change0 (0%)
Value$148.3K (-$2.4K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares10,346 from 10,135
Change+211 (+2%)
Value$145.4K (-$2.0K)
Filed 2026-11-05
Retirement Planning Group, LLC
UNCHANGED
Shares10,139 from 10,139
Change0 (0%)
Value$142.5K (-$5.0K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares10,117 from 10,817
Change-700 (-6%)
Value$142.1K (-$15.1K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares6,317 from 3,863
Change+2,454 (+64%)
Value$91.9K (+$35.7K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
NEW
Shares6,078
Change+6,078
Value$85.4K
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,727 from 4,992
Change+735 (+15%)
Value$80.5K (+$7.9K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares5,564 from 5,477
Change+87 (+2%)
Value$78.2K (-$1.5K)
Filed 2026-10-08
Eastern Bank
INCREASED
Shares5,129 from 2,344
Change+2,785 (+119%)
Value$72.1K (+$38.0K)
Filed 2026-10-05
Foresight Capital Management Advisors, Inc.
NEW
Shares5,000
Change+5,000
Value$70.3K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$70.3K (-$2.5K)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares4,983 from 4,983
Change0 (0%)
Value$70.0K (-$2.4K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,212 from 2,839
Change+1,373 (+48%)
Value$59.2K (+$17.9K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares3,983 from 3,983
Change0 (0%)
Value$56.0K (-$2.0K)
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares3,970 from 3,970
Change0 (0%)
Value$55.8K (-$1.9K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares3,679 from 3,679
Change0 (0%)
Value$51.7K (-$1.8K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$45.7K (-$1.6K)
Filed 2026-10-22
Mascoma Wealth Management LLC
UNCHANGED
Shares3,190 from 3,190
Change0 (0%)
Value$44.8K (-$1.6K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares3,000 from 6,000
Change-3,000 (-50%)
Value$42.2K (-$45.1K)
Filed 2026-10-19
IFP Advisors, Inc
NEW
Shares2,554
Change+2,554
Value$35.9K
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares2,437 from 2,437
Change0 (0%)
Value$34.3K (-$1.2K)
Filed 2026-10-30
Chilton Capital Management LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$32.3K (-$1.1K)
Filed 2026-10-28
Hughes Financial Services, LLC
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$29.5K (-$1.3K)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$28.1K (-$980)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$22.5K (-$783)
Filed 2026-11-02
Rossby Financial, LCC
NEW
Shares1,047
Change+1,047
Value$14.7K
Filed 2026-11-05
Brown, Lisle Ings, Inc.
NEW
Shares1,000
Change+1,000
Value$14.1K
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$14.1K (-$490)
Filed 2026-10-30
Financial Management Professionals, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$14.1K (-$490)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$13.9K (-$525)
Filed 2026-10-29
Byrne Asset Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$5.6K (-$192)
Filed 2026-10-06
Highline Wealth Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.8K (-$98)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares67 from 66
Change+1 (+2%)
Value$947 (-$13)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 57,480
Change-57,480 (-100%)
Value$0 (-$835.8K)
Filed 2026-11-05
Cypress Capital Group
CLOSED
Shares0 from 18,620
Change-18,620 (-100%)
Value$0 (-$270.7K)
Filed 2026-11-03
MGO One Seven LLC
CLOSED
Shares0 from 15,291
Change-15,291 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-28
Convergence Financial, LLC
CLOSED
Shares0 from 10,324
Change-10,324 (-100%)
Value$0 (-$150.1K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 7,215
Change-7,215 (-100%)
Value$0 (-$104.9K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,980
Change-1,980 (-100%)
Value$0 (-$28.8K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 1,744
Change-1,744 (-100%)
Value$0 (-$25.4K)
Filed 2026-10-28
Larson Financial Group LLC
CLOSED
Shares0 from 1,375
Change-1,375 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-15
Bangor Savings Bank
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$15)
Filed 2026-10-06
Morgan Stanley
N/A
Shares— from 13,208,628
Change-13,208,628 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,457,160
Change-2,457,160 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,222,636
Change-2,222,636 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,596,046
Change-1,596,046 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,521,638
Change-1,521,638 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,078,833
Change-1,078,833 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 944,121
Change-944,121 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 838,609
Change-838,609 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 756,515
Change-756,515 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 692,131
Change-692,131 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 634,045
Change-634,045 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 525,102
Change-525,102 (-100%)
Value—
UBS Group AG
N/A
Shares— from 497,889
Change-497,889 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 481,281
Change-481,281 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 417,788
Change-417,788 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 375,555
Change-375,555 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 355,617
Change-355,617 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 336,048
Change-336,048 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 312,073
Change-312,073 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 286,000
Change-286,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 239,016
Change-239,016 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 219,422
Change-219,422 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 215,086
Change-215,086 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 202,540
Change-202,540 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 161,418
Change-161,418 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 159,918
Change-159,918 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 109,577
Change-109,577 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 100,075
Change-100,075 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 93,887
Change-93,887 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 86,020
Change-86,020 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 81,805
Change-81,805 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 79,439
Change-79,439 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 74,401
Change-74,401 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 62,297
Change-62,297 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 59,223
Change-59,223 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 57,204
Change-57,204 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 56,870
Change-56,870 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 56,470
Change-56,470 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 54,238
Change-54,238 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 53,219
Change-53,219 (-100%)
Value—
&partners
N/A
Shares— from 52,218
Change-52,218 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,762
Change-46,762 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 44,937
Change-44,937 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 44,818
Change-44,818 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 44,067
Change-44,067 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 42,808
Change-42,808 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 40,382
Change-40,382 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 36,763
Change-36,763 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 35,193
Change-35,193 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 32,379
Change-32,379 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 32,269
Change-32,269 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 32,166
Change-32,166 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,250
Change-31,250 (-100%)
Value—
Commerce Bank
N/A
Shares— from 30,743
Change-30,743 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,499
Change-30,499 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,461
Change-30,461 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,965
Change-29,965 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 29,238
Change-29,238 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 28,988
Change-28,988 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,316
Change-25,316 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,087
Change-25,087 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 24,408
Change-24,408 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 23,310
Change-23,310 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,543
Change-22,543 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,513
Change-22,513 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 20,985
Change-20,985 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 20,709
Change-20,709 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 20,188
Change-20,188 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 19,077
Change-19,077 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,736
Change-18,736 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 17,539
Change-17,539 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,520
Change-17,520 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 15,447
Change-15,447 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15,290
Change-15,290 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 15,215
Change-15,215 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 14,667
Change-14,667 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 13,301
Change-13,301 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 13,266
Change-13,266 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,156
Change-13,156 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,155
Change-13,155 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,852
Change-12,852 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,673
Change-12,673 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 12,257
Change-12,257 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,861
Change-11,861 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,898
Change-10,898 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 625
Change-625 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 549
Change-549 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,669,8411,305,315+364,526+28%$19.0M$23.5M+$4.5M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED1,432,923341,464+1,091,459+320%$5.0M$20.1K-$4.9M2026-11-02
RFG Advisory, LLC
DECREASED641,403642,216-8130%$9.3M$9.0M-$326.1K2026-11-03
Wolverine Asset Management LLC
INCREASED461,017301,811+159,206+53%$4.4M$6.5M+$2.1M2026-11-02
Pathway Financial Advisers, LLC
INCREASED453,290446,419+6,871+2%$6.5M$6.4M-$122.2K2026-10-27
Shaker Financial Services, LLC
INCREASED383,715158,702+225,013+142%$2.3M$5.4M+$3.1M2026-10-14
CoreCap Advisors, LLC
INCREASED308,271298,720+9,551+3%$4.3M$4.3M-$12.2K2026-10-08
C2c Wealth Management, LLC
DECREASED228,594230,094-1,500-1%$3.3M$3.2M-$133.8K2026-10-20
Commonwealth Equity Services, LLC
DECREASED166,462176,713-10,251-6%$2.6M$2.3M-$230.6K2026-11-02
Merit Financial Group, LLC
INCREASED150,011144,572+5,439+4%$2.1M$2.1M+$5.6K2026-11-06
Parsons Capital Management Inc
DECREASED142,326143,480-1,154-1%$2.1M$2.0M-$86.5K2026-10-28
Wedbush Securities Inc
INCREASED127,147126,302+845+1%$1.8M$1.8K-$1.8M2026-10-22
Kestra Advisory Services, LLC
INCREASED122,275103,223+19,052+18%$1.5M$1.7M+$217.1K2026-11-02
PMG Family Office LLC
INCREASED119,669117,115+2,554+2%$1.7M$1.7M-$21.5K2026-10-19
Fifth Third Bancorp
DECREASED80,49683,277-2,781-3%$1.2M$1.1M-$79.9K2026-11-05
Independent Financial Group, LLC
NEW76,650—+76,650——$1.1M—2026-10-13
David J Yvars Group
INCREASED71,28362,104+9,179+15%$899.2K$1.0M+$102.9K2026-10-09
Creative Planning
INCREASED59,91546,444+13,471+29%$675.3K$841.8K+$166.5K2026-11-02
Truist Financial Corp
DECREASED54,72556,609-1,884-3%$823.1K$768.9K-$54.2K2026-10-30
Calamos Advisors LLC
NEW49,055—+49,055——$689.2K—2026-11-02
NWF Advisory Services Inc.
DECREASED47,33048,150-820-2%$700.1K$665.0K-$35.1K2026-10-19
Morey & Quinn Wealth Partners, LLC
DECREASED45,75645,926-1700%$667.8K$642.9K-$24.9K2026-10-28
Wealth Effects LLC
DECREASED45,45145,709-258-1%$664.6K$638.6K-$26.0K2026-10-23
Ignite Planners, LLC
INCREASED43,63543,212+423+1%$628.3K$613.1K-$15.2K2026-10-14
Summit Investment Advisory Services, LLC
INCREASED43,43242,544+888+2%$618.6K$610.2K-$8.4K2026-11-03
PNC Financial Services Group, Inc.
DECREASED40,31442,951-2,637-6%$624.5K$566.4K-$58.1K2026-11-06
International Assets Investment Management, LLC
DECREASED40,09541,895-1,800-4%$610.8K$563.7K-$47.1K2026-11-02
Elco Management Co., LLC
DECREASED36,28739,887-3,600-9%$580.0K$509.8K-$70.1K2026-10-14
Compound Planning, Inc.
INCREASED34,76534,761+4+0%$505.4K$488.4K-$17.0K2026-11-05
Integrated Capital Management, Inc.
NEW33,756—+33,756——$474.3K—2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED32,59330,710+1,883+6%$447.8K$463.2K+$15.4K2026-10-13
City of London Investment Management Co LTD
NEW30,440—+30,440——$427.7K—2026-10-30
Formidable Asset Management, LLC
DECREASED30,35530,755-400-1%$424.1K$441.4K+$17.3K2026-11-03
Shikiar Asset Management Inc
DECREASED30,00039,865-9,865-25%$580.0K$421-$579.6K2026-10-20
D.A. Davidson & Co.
DECREASED29,41231,661-2,249-7%$460.4K$413.2K-$47.1K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED27,77224,796+2,976+12%$360.5K$390.2K+$29.7K2026-10-16
Greenleaf Trust
UNCHANGED27,45827,45800%$399.2K$385.8K-$13.5K2026-10-29
Integrity Advisory Solutions, LLC
INCREASED27,33819,420+7,918+41%$282.4K$384.1K+$101.7K2026-10-29
Integrity Alliance, Llc.
NEW23,957—+23,957——$336.6K—2026-10-29
Seek First Inc.
INCREASED22,72422,259+465+2%$323.6K$319.3K-$4.4K2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED22,36821,929+439+2%$318.8K$314.3K-$4.6K2026-10-16
Burford Brothers, Inc.
UNCHANGED21,40021,40000%$311.2K$300.7K-$10.5K2026-10-21
Advisory Advocates, LLC
UNCHANGED21,24121,24100%$308.8K$298.4K-$10.4K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED20,94619,889+1,057+5%$289.2K$294.3K+$5.1K2026-11-05
M Holdings Securities, Inc.
DECREASED20,16821,481-1,313-6%$308$275-$332026-11-03
Procyon Advisors, LLC
UNCHANGED19,47619,47600%$283.2K$273.6K-$9.5K2026-10-21
Syverson Strege & Co
DECREASED17,66519,149-1,484-8%$278.4K$248.2K-$30.2K2026-11-02
Piedmont Capital Management, LLC
UNCHANGED17,12017,12000%$248.9K$240.5K-$8.4K2026-10-21
Exchange Bank
UNCHANGED16,65916,65900%$242.2K$234.1K-$8.2K2026-10-07
Dynamic Advisor Solutions LLC
INCREASED16,64314,113+2,530+18%$205.2K$233.8K+$28.6K2026-10-13
Capital Wealth Alliance, LLC
UNCHANGED16,47016,47000%$239.5K$231.4K-$8.1K2026-10-20
Quantum Private Wealth, LLC
UNCHANGED15,00015,00000%$218.1K$210.8K-$7.4K2026-10-20
Mission Wealth Management, LP
UNCHANGED14,49914,49900%$210.8K$203.7K-$7.1K2026-10-15
Oppenheimer & Co Inc
DECREASED14,13014,393-263-2%$209.3K$198.5K-$10.7K2026-10-26
Fiduciary Alliance LLC
DECREASED14,05021,550-7,500-35%$313.3K$197.4K-$115.9K2026-10-13
Confluence Wealth Services, Inc.
DECREASED12,85313,853-1,000-7%$201.4K$180.6K-$20.8K2026-11-05
Milestone Asset Management Group, LLC
UNCHANGED12,84012,84000%$186.7K$180.4K-$6.3K2026-10-20
HUB Investment Partners, LLC
UNCHANGED12,70412,70400%$184.7K$178.5K-$6.2K2026-11-03
Howard Financial Services, Ltd.
UNCHANGED12,50012,50000%$181.8K$175.6K-$6.1K2026-10-15
Dudley Capital Management, LLC
INCREASED12,45512,353+102+1%$179.6K$175.0K-$4.6K2026-10-23
Arlington Capital Management Inc
INCREASED12,43012,006+424+4%$174.6K$174.6K+$752026-10-30
Chicago Partners Investment Group LLC
UNCHANGED11,58911,58900%$164.4K$158.5K-$5.9K2026-10-27
Fortitude Advisory Group L.L.C.
NEW11,050—+11,050——$155.3K—2026-10-15
Ascentis Independent Advisors
NEW11,003—+11,003——$154.6K—2026-11-03
Manchester Financial Inc
INCREASED10,82410,356+468+5%$150.6K$152.1K+$1.5K2026-10-15
Opus Financial Solutions LLC
UNCHANGED10,67510,67500%$155.2K$150.0K-$5.2K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED10,41410,294+120+1%$149.7K$146.3K-$3.4K2026-10-21
Uncommon Cents Investing Inc
UNCHANGED10,38410,38400%$151.0K$145.9K-$5.1K2026-10-20
Krilogy Financial LLC
UNCHANGED10,36410,36400%$150.7K$148.3K-$2.4K2026-10-13
WealthCare Investment Partners, LLC
INCREASED10,34610,135+211+2%$147.4K$145.4K-$2.0K2026-11-05
Retirement Planning Group, LLC
UNCHANGED10,13910,13900%$147.4K$142.5K-$5.0K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED10,11710,817-700-6%$157.3K$142.1K-$15.1K2026-11-06
Allworth Financial LP
INCREASED6,3173,863+2,454+64%$56.2K$91.9K+$35.7K2026-11-06
Blue Bell Private Wealth Management, LLC
NEW6,078—+6,078——$85.4K—2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED5,7274,992+735+15%$72.6K$80.5K+$7.9K2026-10-27
Farther Finance Advisors, LLC
INCREASED5,5645,477+87+2%$79.6K$78.2K-$1.5K2026-10-08
Eastern Bank
INCREASED5,1292,344+2,785+119%$34.1K$72.1K+$38.0K2026-10-05
Foresight Capital Management Advisors, Inc.
NEW5,000—+5,000——$70.3K—2026-10-27
Parallel Advisors, LLC
UNCHANGED5,0005,00000%$72.7K$70.3K-$2.5K2026-11-03
Princeton Global Asset Management LLC
UNCHANGED4,9834,98300%$72.5K$70.0K-$2.4K2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED4,2122,839+1,373+48%$41.3K$59.2K+$17.9K2026-11-04
Assetmark, Inc
UNCHANGED3,9833,98300%$57.9K$56.0K-$2.0K2026-10-21
Private Trust Co NA
UNCHANGED3,9703,97000%$57.7K$55.8K-$1.9K2026-10-20
US Bancorp \de\
UNCHANGED3,6793,67900%$53.5K$51.7K-$1.8K2026-11-05
Barrett & Company, Inc.
UNCHANGED3,2503,25000%$47.3K$45.7K-$1.6K2026-10-22
Mascoma Wealth Management LLC
UNCHANGED3,1903,19000%$46.4K$44.8K-$1.6K2026-10-23
City Holding Co
DECREASED3,0006,000-3,000-50%$87.2K$42.2K-$45.1K2026-10-19
IFP Advisors, Inc
NEW2,554—+2,554——$35.9K—2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED2,4372,43700%$35.4K$34.3K-$1.2K2026-10-30
Chilton Capital Management LLC
UNCHANGED2,3002,30000%$33.4K$32.3K-$1.1K2026-10-28
Hughes Financial Services, LLC
UNCHANGED2,1212,12100%$30.8K$29.5K-$1.3K2026-10-30
Lodestone Wealth Management LLC
UNCHANGED2,0002,00000%$29.1K$28.1K-$9802026-10-14
Key FInancial Inc
UNCHANGED1,5991,59900%$23.2K$22.5K-$7832026-11-02
Rossby Financial, LCC
NEW1,047—+1,047——$14.7K—2026-11-05
Brown, Lisle Ings, Inc.
NEW1,000—+1,000——$14.1K—2026-10-16
Spire Wealth Management
UNCHANGED1,0001,00000%$14.5K$14.1K-$4902026-10-30
Financial Management Professionals, Inc.
UNCHANGED1,0001,00000%$14.5K$14.1K-$4902026-10-23
Salomon & Ludwin, LLC
UNCHANGED99299200%$14.5K$13.9K-$5252026-10-29
Byrne Asset Management LLC
UNCHANGED40040000%$5.8K$5.6K-$1922026-10-06
Highline Wealth Partners LLC
UNCHANGED20020000%$2.9K$2.8K-$982026-10-19
SJS Investment Consulting Inc.
INCREASED6766+1+2%$960$947-$132026-10-26
Jefferies Financial Group Inc.
CLOSED057,480-57,480-100%$835.8K$0-$835.8K2026-11-05
Cypress Capital Group
CLOSED018,620-18,620-100%$270.7K$0-$270.7K2026-11-03
MGO One Seven LLC
CLOSED015,291-15,291-100%$222.3K$0-$222.3K2026-10-28
Convergence Financial, LLC
CLOSED010,324-10,324-100%$150.1K$0-$150.1K2026-10-27
Institute for Wealth Management, Llc.
CLOSED07,215-7,215-100%$104.9K$0-$104.9K2026-11-06
Vermillion Wealth Management, Inc.
CLOSED01,980-1,980-100%$28.8K$0-$28.8K2026-10-26
MCF Advisors LLC
CLOSED01,744-1,744-100%$25.4K$0-$25.4K2026-10-28
Larson Financial Group LLC
CLOSED01,375-1,375-100%$20.0K$0-$20.0K2026-11-05
AdvisorNet Financial, Inc
CLOSED0618-618-100%$9.0K$0-$9.0K2026-10-15
LifeSteps Financial, Inc.
CLOSED0205-205-100%$3.0K$0-$3.0K2026-10-15
Bangor Savings Bank
CLOSED01-1-100%$15$0-$152026-10-06
Morgan Stanley
N/A—13,208,628-13,208,628-100%$192.1M———
Raymond James Financial Inc
N/A—2,457,160-2,457,160-100%$35.7M———
Wells Fargo & Company
N/A—2,222,636-2,222,636-100%$32.3M———
Invesco Ltd.
N/A—1,596,046-1,596,046-100%$23.2M———
Ameriprise Financial Inc
N/A—1,521,638-1,521,638-100%$22.1M———
Principal Securities, Inc.
N/A—1,078,833-1,078,833-100%$15.7M———
Guggenheim Capital LLC
N/A—944,121-944,121-100%$13.7M———
Matrix Private Capital Group LLC
N/A—838,609-838,609-100%$12.2M———
Bank of America Corp
N/A—756,515-756,515-100%$11.0M———
Osaic Holdings, Inc.
N/A—692,131-692,131-100%$10.1M———
Baird Financial Group, Inc.
N/A—634,045-634,045-100%$9.2M———
Royal Bank of Canada
N/A—525,102-525,102-100%$7.6M———
UBS Group AG
N/A—497,889-497,889-100%$7.2M———
IHT Wealth Management, LLC
N/A—481,281-481,281-100%$7.0M———
Stifel Financial Corp
N/A—417,788-417,788-100%$6.1M———
Rockefeller Capital Management L.P.
N/A—375,555-375,555-100%$5.5M———
Cohen & Steers, Inc.
N/A—355,617-355,617-100%$5.2M———
Cypress Capital Management LLC (WY)
N/A—336,048-336,048-100%$4.9M———
Cetera Investment Advisers
N/A—312,073-312,073-100%$4.5M———
HighTower Advisors, LLC
N/A—286,000-286,000-100%$4.2M———
Private Advisor Group, LLC
N/A—239,016-239,016-100%$3.5M———
Advisors Asset Management, Inc.
N/A—219,422-219,422-100%$3.2M———
Steward Partners Investment Advisory, LLC
N/A—215,086-215,086-100%$3.1M———
Janney Montgomery Scott LLC
N/A—202,540-202,540-100%$2.9M———
Aptus Capital Advisors, LLC
N/A—161,418-161,418-100%$2.3M———
Guardian Wealth Advisors, LLC / NC
N/A—159,918-159,918-100%$2.3M———
Pointe Capital Management LLC
N/A—109,577-109,577-100%$1.6M———
Goldman Sachs Group Inc
N/A—100,075-100,075-100%$1.5M———
Harbour Investments, Inc.
N/A—93,887-93,887-100%$1.4M———
S Harris Financial Group, LLC
N/A—86,020-86,020-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—81,805-81,805-100%$1.2M———
Smith, Moore & Co.
N/A—79,439-79,439-100%$1.2M———
Sanctuary Advisors, LLC
N/A—74,401-74,401-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—62,297-62,297-100%$905.8K———
Mercer Global Advisors Inc
N/A—59,223-59,223-100%$861.1K———
Resources Management Corp
N/A—57,204-57,204-100%$831.7K———
Gladstone Institutional Advisory LLC
N/A—56,870-56,870-100%$826.9K———
NewEdge Advisors, LLC
N/A—56,470-56,470-100%$821.1K———
Mariner, LLC
N/A—54,238-54,238-100%$788.6K———
Virtu Financial LLC
N/A—53,219-53,219-100%$774.0K———
&partners
N/A—52,218-52,218-100%$759.3K———
Summit Financial, LLC
N/A—46,762-46,762-100%$679.9K———
Centaurus Financial, Inc.
N/A—44,937-44,937-100%$653.0K———
Integrated Wealth Concepts LLC
N/A—44,818-44,818-100%$651.7K———
Beacon Pointe Advisors, LLC
N/A—44,067-44,067-100%$640.7K———
Landscape Capital Management, L.L.C.
N/A—42,808-42,808-100%$622.4K———
LaSalle St. Investment Advisors, LLC
N/A—40,382-40,382-100%$587.2K———
Strait & Sound Wealth Management LLC
N/A—36,763-36,763-100%$534.5K———
Readystate Asset Management LP
N/A—35,193-35,193-100%$511.7K———
MML Investors Services, LLC
N/A—32,379-32,379-100%$470.8K———
Stratos Wealth Advisors, LLC
N/A—32,269-32,269-100%$469.2K———
Allied Private Wealth LLC
N/A—32,166-32,166-100%$464.2K———
EP Wealth Advisors, LLC
N/A—31,250-31,250-100%$454.4K———
Commerce Bank
N/A—30,743-30,743-100%$447.0K———
XTX Topco Ltd
N/A—30,499-30,499-100%$443.5K———
Jane Street Group, LLC
N/A—30,461-30,461-100%$442.9K———
Arax Advisory Partners
N/A—29,965-29,965-100%$435.7K———
Citadel Advisors LLC
N/A—29,238-29,238-100%$425.1K———
Benjamin Edwards Inc
N/A—28,988-28,988-100%$421.5K———
Focus Partners Wealth
N/A—25,316-25,316-100%$368.1K———
Captrust Financial Advisors
N/A—25,087-25,087-100%$364.8K———
Ameritas Investment Partners, Inc.
N/A—24,408-24,408-100%$354.9K———
Modern Wealth Management, LLC
N/A—23,310-23,310-100%$338.9K———
Envestnet Asset Management Inc
N/A—22,543-22,543-100%$327.8K———
Susquehanna International Group, LLP
N/A—22,513-22,513-100%$327.3K———
Waverly Advisors, LLC
N/A—20,985-20,985-100%$305.1K———
Nicolet Bankshares Inc
N/A—20,709-20,709-100%$301.1K———
Mendel Capital Management LLC
N/A—20,188-20,188-100%$293.5K———
Wealth Alliance, LLC
N/A—19,077-19,077-100%$277.4K———
Northwestern Mutual Wealth Management Co
N/A—18,736-18,736-100%$272.4K———
Monograph Wealth Advisors, LLC
N/A—18,000-18,000-100%$261.7K———
Boothbay Fund Management, LLC
N/A—17,539-17,539-100%$255.0K———
Stratos Wealth Partners, Ltd.
N/A—17,520-17,520-100%$254.7K———
Blue Chip Partners, LLC
N/A—15,447-15,447-100%$224.6K———
Fiduciary Financial Advisors
N/A—15,290-15,290-100%$222.3K———
Geneos Wealth Management Inc.
N/A—15,215-15,215-100%$221.2K———
Brand Asset Management Group, Inc.
N/A—14,667-14,667-100%$213.3K———
CreativeOne Wealth, LLC
N/A—14,169-14,169-100%$206.0K———
Strategic Financial Concepts, LLC
N/A—13,600-13,600-100%$197.7K———
AQR Capital Management LLC
N/A—13,385-13,385-100%$194.6K———
Cvfg LLC
N/A—13,301-13,301-100%$193.4K———
Kapstone Financial Advisors LLC
N/A—13,266-13,266-100%$192.9K———
Brown Advisory Inc
N/A—13,156-13,156-100%$191.3K———
Garden State Investment Advisory Services LLC
N/A—13,155-13,155-100%$191.3K———
World Investment Advisors
N/A—12,852-12,852-100%$177.2K———
Equitable Holdings, Inc.
N/A—12,673-12,673-100%$184.3K———
Harbour Wealth Management Group, Inc.
N/A—12,257-12,257-100%$178.2K———
MAI Capital Management
N/A—11,861-11,861-100%$172.5K———
Mutual Advisors, LLC
N/A—11,459-11,459-100%$166.6K———
Stephens Inc
N/A—10,898-10,898-100%$158.5K———
Millstone Evans Group, LLC
N/A—6,322-6,322-100%$91.9K———
Global Retirement Partners, LLC
N/A—5,728-5,728-100%$83.3K———
Atlantic Union Bankshares Corp
N/A—5,511-5,511-100%$80.1K———
Webster Bank, N. A.
N/A—4,825-4,825-100%$70.2K———
CNB Bank
N/A—4,590-4,590-100%$66.7K———
HHM Wealth Advisors, LLC
N/A—3,878-3,878-100%$56.4K———
JPMorgan Chase & Co
N/A—3,492-3,492-100%$50.1K———
Twin Lakes Capital Management, LLC
N/A—3,440-3,440-100%$50.0K———
BlackRock, Inc.
N/A—3,377-3,377-100%$49.1K———
BFC Planning, Inc.
N/A—3,327-3,327-100%$48.4K———
Bogart Wealth, LLC
N/A—3,231-3,231-100%$47.0K———
Bartlett & Co. Wealth Management LLC
N/A—2,000-2,000-100%$29.1K———
Walsh & Associates, LLC
N/A—2,000-2,000-100%$29.1K———
Huntington National Bank
N/A—1,451-1,451-100%$21.1K———
TD Capital Management LLC
N/A—1,302-1,302-100%$18.9K———
IFG Advisory, LLC
N/A—1,000-1,000-100%$14.5K———
CoreFirst Bank & Trust
N/A—625-625-100%$9.1K———
Mcguire Capital Advisors Inc
N/A—549-549-100%$8.0K———
Dunhill Financial, LLC
N/A—533-533-100%$7.7K———
Bank of the Bluegrass & Trust Co.
N/A—500-500-100%$7.0K———
Smartleaf Asset Management LLC
N/A—359-359-100%$5.1K———
Frazier Financial Advisors, LLC
N/A—95-95-100%$1.4K———
Showing 224 of 224 institutions