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Eaton Vance Tax-Managed Glob (XEXGX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares3,566,296 from 3,850,419
Change-284,123 (-7%)
Value$33.6M (-$4.2M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,341,273 from 1,308,282
Change+32,991 (+3%)
Value$12.6M (-$212.9K)
Filed 2026-11-04
Formidable Asset Management, LLC
DECREASED
Shares764,045 from 834,092
Change-70,047 (-8%)
Value$7.5M (+$272.0K)
Filed 2026-11-03
Focused Wealth Management, Inc
INCREASED
Shares624,395 from 600,489
Change+23,906 (+4%)
Value$5.9M (-$15.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares572,144 from 549,702
Change+22,442 (+4%)
Value$5.4M (-$8.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares481,374 from 348,664
Change+132,710 (+38%)
Value$4.5K (-$3.4M)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares433,016 from 419,094
Change+13,922 (+3%)
Value$4.1M (-$36.6K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares372,347 from 364,315
Change+8,032 (+2%)
Value$3.5M (-$70.1K)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
INCREASED
Shares326,465 from 325,834
Change+631 (+0%)
Value$3.1M (-$124.4K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
INCREASED
Shares289,335 from 219,290
Change+70,045 (+32%)
Value$2.7M (+$571.4K)
Filed 2026-11-05
Shaker Financial Services, LLC
INCREASED
Shares225,286 from 87,594
Change+137,692 (+157%)
Value$2.1M (+$1.3M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares210,682 from 208,565
Change+2,117 (+1%)
Value$2.0M (-$63.5K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares149,855 from 147,939
Change+1,916 (+1%)
Value$1.4M (-$41.1K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
DECREASED
Shares147,690 from 150,690
Change-3,000 (-2%)
Value$1.4M (-$88.5K)
Filed 2026-10-26
Avestar Capital, LLC
INCREASED
Shares143,200 from 135,200
Change+8,000 (+6%)
Value$1.3M (+$21.2K)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares130,671 from 130,473
Change+198 (+0%)
Value$1.3M (+$1.9K)
Filed 2026-11-06
Wolverine Asset Management LLC
DECREASED
Shares129,939 from 160,396
Change-30,457 (-19%)
Value$1.2M (-$350.8K)
Filed 2026-11-02
Thrivent Financial for Lutherans
UNCHANGED
Shares110,725 from 110,725
Change0 (0%)
Value$1.0K (-$1.1M)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares107,825 from 106,205
Change+1,620 (+2%)
Value$1.0M (-$27.2K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares104,881 from 95,454
Change+9,427 (+10%)
Value$986.9K (+$50.5K)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares82,166 from 80,816
Change+1,350 (+2%)
Value$768.3K (-$18.1K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares75,111 from 70,977
Change+4,134 (+6%)
Value$706.8K (+$10.5K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares64,135 from 63,910
Change+225 (+0%)
Value$603.5K (-$23.4K)
Filed 2026-11-06
Diligent Investors, LLC
INCREASED
Shares63,346 from 62,746
Change+600 (+1%)
Value$596.1K (-$19.5K)
Filed 2026-10-21
NWF Advisory Services Inc.
UNCHANGED
Shares62,025 from 62,025
Change0 (0%)
Value$583.7K (-$24.8K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares61,299 from 58,844
Change+2,455 (+4%)
Value$576.8K (-$436)
Filed 2026-11-06
Commons Capital, LLC
INCREASED
Shares59,674 from 59,008
Change+666 (+1%)
Value$561.5K (-$17.3K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
INCREASED
Shares55,663 from 53,606
Change+2,057 (+4%)
Value$523.8K (-$2.1K)
Filed 2026-10-09
David J Yvars Group
INCREASED
Shares55,466 from 55,071
Change+395 (+1%)
Value$523.2K (-$11.5K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares55,203 from 63,644
Change-8,441 (-13%)
Value$519.5K (-$104.9K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares54,038 from 53,389
Change+649 (+1%)
Value$508.5K (-$15.2K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares54,021 from 53,882
Change+139 (+0%)
Value$508 (-$528.5K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares52,929 from 52,959
Change-30 (0%)
Value$498.1K (-$21.5K)
Filed 2026-10-08
JGP Wealth Management, LLC
UNCHANGED
Shares52,500 from 52,500
Change0 (0%)
Value$494.0K (-$21.0K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares50,993 from 31,404
Change+19,589 (+62%)
Value$479.8K (+$171.8K)
Filed 2026-10-26
Wealth Effects LLC
UNCHANGED
Shares47,972 from 47,972
Change0 (0%)
Value$451.4K (-$19.2K)
Filed 2026-10-23
Compound Planning, Inc.
UNCHANGED
Shares44,512 from 44,512
Change0 (0%)
Value$418.9K (-$17.8K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares44,421 from 48,182
Change-3,761 (-8%)
Value$418.0K (-$54.7K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares40,916 from 31,212
Change+9,704 (+31%)
Value$385.0K (+$78.8K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares40,862 from 40,788
Change+74 (+0%)
Value$382.5K (-$17.3K)
Filed 2026-10-13
Semus Wealth Partners LLC
INCREASED
Shares38,471 from 37,705
Change+766 (+2%)
Value$362.0K (-$7.9K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares38,272 from 37,170
Change+1,102 (+3%)
Value$360.1K (-$4.5K)
Filed 2026-10-08
PMG Family Office LLC
INCREASED
Shares37,130 from 37,093
Change+37 (+0%)
Value$349.4K (-$14.5K)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED
Shares36,924 from 36,924
Change0 (0%)
Value$347.5K (-$14.8K)
Filed 2026-10-28
Stockman Wealth Management, Inc.
UNCHANGED
Shares34,529 from 34,529
Change0 (0%)
Value$324.9K (-$13.8K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares33,851 from 33,851
Change0 (0%)
Value$318.5K (-$13.5K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares33,615 from 33,004
Change+611 (+2%)
Value$316.3K (-$7.4K)
Filed 2026-10-14
Blue Water Asset Management
INCREASED
Shares32,220 from 31,578
Change+642 (+2%)
Value$303.2K (-$6.6K)
Filed 2026-11-04
Amplius Wealth Advisors, LLC
INCREASED
Shares32,199 from 32,185
Change+14 (+0%)
Value$303.0K (-$12.7K)
Filed 2026-10-20
Money Concepts Capital Corp
DECREASED
Shares31,733 from 32,191
Change-458 (-1%)
Value$298.6K (-$17.2K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares30,012 from 22,102
Change+7,910 (+36%)
Value$280.6K (+$63.8K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares30,002 from 29,629
Change+373 (+1%)
Value$282.3K (-$8.3K)
Filed 2026-10-21
Advisory Advocates, LLC
DECREASED
Shares29,872 from 34,922
Change-5,050 (-14%)
Value$281.1K (-$61.5K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares28,919 from 28,615
Change+304 (+1%)
Value$272.1K (-$8.6K)
Filed 2026-10-23
Stonebridge Financial Planning Group, LLC
INCREASED
Shares28,650 from 28,138
Change+512 (+2%)
Value$269.6K (-$6.4K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares27,245 from 23,827
Change+3,418 (+14%)
Value$256.4K (+$22.6K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares27,214 from 32,743
Change-5,529 (-17%)
Value$256.1K (-$65.1K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
NEW
Shares26,699
Change+26,699
Value$251.2K
Filed 2026-10-29
Closed-End Fund Advisors, Inc.
DECREASED
Shares24,800 from 25,022
Change-222 (-1%)
Value$233.4K (-$12.1K)
Filed 2026-11-04
Successful Portfolios LLC
UNCHANGED
Shares24,394 from 24,394
Change0 (0%)
Value$229.2K (-$9.1K)
Filed 2026-10-09
M Holdings Securities, Inc.
DECREASED
Shares24,113 from 27,222
Change-3,109 (-11%)
Value$225 (-$37)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares23,087 from 23,729
Change-642 (-3%)
Value$214.5K (-$20.9K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares22,715 from 21,267
Change+1,448 (+7%)
Value$213.7K (+$5.1K)
Filed 2026-10-28
Integrity Alliance, Llc.
NEW
Shares22,447
Change+22,447
Value$211.2K
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares21,919 from 10,115
Change+11,804 (+117%)
Value$206.3K (+$107.0K)
Filed 2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares21,782 from 23,051
Change-1,269 (-6%)
Value$205.0K (-$21.2K)
Filed 2026-10-20
Arlington Capital Management Inc
INCREASED
Shares21,585 from 20,710
Change+875 (+4%)
Value$203.1K (-$50)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
UNCHANGED
Shares21,260 from 21,260
Change0 (0%)
Value$200.1K (-$8.5K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares20,906 from 22,500
Change-1,594 (-7%)
Value$196.7K (-$24.0K)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares20,293 from 19,893
Change+400 (+2%)
Value$191.0K (-$4.2K)
Filed 2026-10-30
Diversified Portfolios, Inc.
UNCHANGED
Shares19,900 from 19,900
Change0 (0%)
Value$187.3K (-$8.0K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares19,810 from 19,790
Change+20 (+0%)
Value$186.4K (-$7.7K)
Filed 2026-10-26
BNB Wealth Management, LLC
DECREASED
Shares19,782 from 19,797
Change-15 (0%)
Value$186.2K (-$8.1K)
Filed 2026-10-28
Decision Investments, Inc
UNCHANGED
Shares19,744 from 19,744
Change0 (0%)
Value$185.8K (-$7.9K)
Filed 2026-10-07
Sage Capital Management, LLC
DECREASED
Shares19,431 from 27,431
Change-8,000 (-29%)
Value$182.8K (-$86.3K)
Filed 2026-10-20
StoneX Group Inc.
UNCHANGED
Shares19,402 from 19,402
Change0 (0%)
Value$182.6K (-$7.8K)
Filed 2026-11-03
Venture Visionary Partners LLC
UNCHANGED
Shares19,300 from 19,300
Change0 (0%)
Value$181.6K (-$7.7K)
Filed 2026-10-07
SeaCrest Wealth Management, LLC
UNCHANGED
Shares19,166 from 19,166
Change0 (0%)
Value$180.4K (-$7.7K)
Filed 2026-10-21
MBL Wealth, LLC
UNCHANGED
Shares19,150 from 19,150
Change0 (0%)
Value$180.2K (-$7.7K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares17,381 from 17,268
Change+113 (+1%)
Value$163.6K (-$5.8K)
Filed 2026-11-06
Piedmont Capital Management, LLC
UNCHANGED
Shares17,054 from 17,054
Change0 (0%)
Value$160.5K (-$6.8K)
Filed 2026-10-21
WealthBridge Capital Management, LLC
UNCHANGED
Shares16,657 from 16,657
Change0 (0%)
Value$156.7K (-$6.7K)
Filed 2026-10-16
Summit Investment Advisory Services, LLC
INCREASED
Shares16,600 from 16,270
Change+330 (+2%)
Value$156.2K (-$3.4K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED
Shares16,291 from 16,291
Change0 (0%)
Value$153.3K (-$6.5K)
Filed 2026-10-28
KPP Advisory Services LLC
UNCHANGED
Shares15,725 from 15,725
Change0 (0%)
Value$148.0K (-$6.3K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,999 from 11,931
Change+3,068 (+26%)
Value$141.1K (+$24.1K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares14,543 from 20,883
Change-6,340 (-30%)
Value$136.9K (-$68.0K)
Filed 2026-10-26
Black Diamond Financial, LLC
UNCHANGED
Shares14,371 from 14,371
Change0 (0%)
Value$135.2K (-$5.7K)
Filed 2026-10-26
Advisory Solutions Group, LLC
INCREASED
Shares14,137 from 11,110
Change+3,027 (+27%)
Value$133.0K (+$24.0K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares13,800 from 13,800
Change0 (0%)
Value$129.9K (-$5.5K)
Filed 2026-10-16
Herold Advisors, Inc.
UNCHANGED
Shares13,677 from 13,677
Change0 (0%)
Value$128.7K (-$6.3K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares12,942 from 13,722
Change-780 (-6%)
Value$122 (-$134.9K)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares12,350 from 12,448
Change-98 (-1%)
Value$116.2K (-$5.9K)
Filed 2026-10-21
Waterfront Wealth Inc.
INCREASED
Shares12,155 from 12,139
Change+16 (+0%)
Value$115.0K (-$4.0K)
Filed 2026-11-03
Davenport & Co LLC
UNCHANGED
Shares11,925 from 11,925
Change0 (0%)
Value$112.2K (-$4.8K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares11,813 from 18,527
Change-6,714 (-36%)
Value$111.2K (-$49.3K)
Filed 2026-10-13
WealthSpring Partners, LLC
UNCHANGED
Shares11,545 from 11,545
Change0 (0%)
Value$108.6K (-$4.6K)
Filed 2026-10-14
Welch & Forbes LLC
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$108.2K (-$4.6K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED
Shares11,248 from 9,218
Change+2,030 (+22%)
Value$105.8K (+$15.4K)
Filed 2026-11-04
Sunpointe, LLC
DECREASED
Shares11,231 from 40,436
Change-29,205 (-72%)
Value$105.7K (-$291.0K)
Filed 2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED
Shares11,184 from 11,184
Change0 (0%)
Value$105.2K (-$4.5K)
Filed 2026-10-09
Princeton Global Asset Management LLC
UNCHANGED
Shares10,526 from 10,526
Change0 (0%)
Value$99.1K (-$4.2K)
Filed 2026-10-21
Destiny Wealth Partners, LLC
NEW
Shares10,493
Change+10,493
Value$97.8K
Filed 2026-11-05
Traphagen Investment Advisors LLC
INCREASED
Shares10,299 from 10,092
Change+207 (+2%)
Value$96.9K (-$2.1K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
NEW
Shares10,279
Change+10,279
Value$96.7K
Filed 2026-10-22
Focused Alpha, LLC
INCREASED
Shares10,100 from 10,005
Change+95 (+1%)
Value$95.0K (-$3.1K)
Filed 2026-10-20
Blue Trust, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94.1K (-$4.0K)
Filed 2026-10-15
PFS Partners, LLC
INCREASED
Shares9,573 from 9,381
Change+192 (+2%)
Value$90.1K (-$1.9K)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares9,453 from 9,360
Change+93 (+1%)
Value$89.0K (-$2.9K)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares9,262 from 26,462
Change-17,200 (-65%)
Value$87.2K (-$172.4K)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares9,094 from 9,094
Change0 (0%)
Value$85.6K (-$3.6K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$84.7K (-$3.6K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares7,855
Change+7,855
Value$73.9K
Filed 2026-11-05
Eastern Bank
INCREASED
Shares7,439 from 3,206
Change+4,233 (+132%)
Value$70.0K (+$38.6K)
Filed 2026-10-05
Caldwell Trust Co
UNCHANGED
Shares6,749 from 6,749
Change0 (0%)
Value$63.5K (-$2.7K)
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares5,700
Change+5,700
Value$53.6K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares4,401 from 1,887
Change+2,514 (+133%)
Value$41.4K (+$22.9K)
Filed 2026-10-16
Barrett & Company, Inc.
NEW
Shares4,350
Change+4,350
Value$40.9K
Filed 2026-10-22
Parallel Advisors, LLC
UNCHANGED
Shares4,037 from 4,037
Change0 (0%)
Value$38.0K (-$1.6K)
Filed 2026-11-03
Peterson Wealth Management
UNCHANGED
Shares3,675 from 3,675
Change0 (0%)
Value$34.6K (-$1.5K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$31.5K (-$1.3K)
Filed 2026-10-13
Bokf, NA
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$27.3K (-$1.2K)
Filed 2026-10-27
Financial Management Professionals, Inc.
UNCHANGED
Shares2,828 from 2,828
Change0 (0%)
Value$26.6K (-$1.1K)
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$24.9K (-$1.1K)
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares2,484 from 2,500
Change-16 (-1%)
Value$23.4K (-$1.2K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares2,461 from 2,461
Change0 (0%)
Value$23.2K (-$984)
Filed 2026-11-05
Gen-Wealth Partners Inc
DECREASED
Shares2,000 from 7,800
Change-5,800 (-74%)
Value$18.8K (-$57.7K)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$18.8K (-$800)
Filed 2026-11-05
Towne Trust Company, N.a
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$18.8K (-$799)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,953 from 1,953
Change0 (0%)
Value$18.4K (-$781)
Filed 2026-11-04
Hughes Financial Services, LLC
UNCHANGED
Shares1,872 from 1,872
Change0 (0%)
Value$17.8K (-$580)
Filed 2026-10-30
WPG Advisers, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$14.1K (-$600)
Filed 2026-10-27
Clark Wealth Partners
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$14.1K (-$600)
Filed 2026-10-19
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$14.1K (-$600)
Filed 2026-10-07
Parkside Financial Bank & Trust
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$13.8K (-$586)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$13.1K (-$558)
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$11.5K (-$490)
Filed 2026-10-15
Vision Financial Markets LLC
INCREASED
Shares1,177 from 1,154
Change+23 (+2%)
Value$11.0K (-$207)
Filed 2026-10-22
MB, Levis & Associates, LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$10.3K (-$437)
Filed 2026-10-16
City Holding Co
DECREASED
Shares1,000 from 2,000
Change-1,000 (-50%)
Value$9.4K (-$10.2K)
Filed 2026-10-19
Gamma Investing LLC
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$8.8K (-$375)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$8.5K (-$360)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$7.9K (-$336)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$7.6K (-$258)
Filed 2026-10-29
NBT Bank, N.A.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$7.5K (-$320)
Filed 2026-10-21
POM Investment Strategies, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$7.1K (-$300)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$4.9K (-$208)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.7K (-$200)
Filed 2026-10-27
Russell Investments Group, Ltd.
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$4.0K (-$171)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$3.3K (-$140)
Filed 2026-11-02
Highline Wealth Partners LLC
DECREASED
Shares302 from 310
Change-8 (-3%)
Value$2.8K (-$199)
Filed 2026-10-19
United Community Bank
NEW
Shares300
Change+300
Value$2.8K
Filed 2026-10-28
Financial Consulate, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.8K (-$120)
Filed 2026-10-23
Trust Co of Toledo NA
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$2.4K (-$100)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$951 (-$40)
Filed 2026-11-03
Trust Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$188 (-$8)
Filed 2026-10-09
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$8 (-$1)
Filed 2026-10-28
Csenge Advisory Group
CLOSED
Shares0 from 11,525
Change-11,525 (-100%)
Value$0 (-$113.1K)
Filed 2026-11-04
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 11,500
Change-11,500 (-100%)
Value$0 (-$112.8K)
Filed 2026-10-22
Lido Advisors, LLC
CLOSED
Shares0 from 11,123
Change-11,123 (-100%)
Value$0 (-$109.1K)
Filed 2026-11-04
Convergence Financial, LLC
CLOSED
Shares0 from 10,784
Change-10,784 (-100%)
Value$0 (-$105.8K)
Filed 2026-10-27
Attessa Capital LLC
CLOSED
Shares0 from 10,031
Change-10,031 (-100%)
Value$0 (-$98.4K)
Filed 2026-10-09
Clean Yield Group
CLOSED
Shares0 from 5,231
Change-5,231 (-100%)
Value$0 (-$51.3K)
Filed 2026-10-28
BankPlus Trust Department
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$49.1K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,883
Change-2,883 (-100%)
Value$0 (-$27.9K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,648
Change-2,648 (-100%)
Value$0 (-$26.0K)
Filed 2026-10-26
Axiom Investment Management LLC
CLOSED
Shares0 from 1,936
Change-1,936 (-100%)
Value$0 (-$19.0K)
Filed 2026-11-03
Larson Financial Group LLC
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$15.2K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,329
Change-1,329 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-15
Chilton Capital Management LLC
CLOSED
Shares0 from 362
Change-362 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 23,489,771
Change-23,489,771 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,913,341
Change-3,913,341 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,815,014
Change-2,815,014 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,706,507
Change-2,706,507 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,803,728
Change-1,803,728 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,525,827
Change-1,525,827 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,394,695
Change-1,394,695 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,320,347
Change-1,320,347 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,187,886
Change-1,187,886 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,166,515
Change-1,166,515 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,153,034
Change-1,153,034 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,074,977
Change-1,074,977 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 992,464
Change-992,464 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 864,184
Change-864,184 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 774,470
Change-774,470 (-100%)
Value—
UBS Group AG
N/A
Shares— from 709,357
Change-709,357 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 659,084
Change-659,084 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 614,239
Change-614,239 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 610,403
Change-610,403 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 541,443
Change-541,443 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 430,935
Change-430,935 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 287,733
Change-287,733 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 263,368
Change-263,368 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 247,613
Change-247,613 (-100%)
Value—
&partners
N/A
Shares— from 210,466
Change-210,466 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 181,100
Change-181,100 (-100%)
Value—
Blair William & Co
N/A
Shares— from 171,945
Change-171,945 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 166,821
Change-166,821 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 150,507
Change-150,507 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 150,408
Change-150,408 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 147,674
Change-147,674 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 137,678
Change-137,678 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 137,650
Change-137,650 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 132,165
Change-132,165 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 122,010
Change-122,010 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 119,926
Change-119,926 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 106,788
Change-106,788 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 105,953
Change-105,953 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 104,953
Change-104,953 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 101,672
Change-101,672 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 99,312
Change-99,312 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 94,037
Change-94,037 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 90,448
Change-90,448 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 85,585
Change-85,585 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 63,682
Change-63,682 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 62,497
Change-62,497 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,061
Change-61,061 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 56,520
Change-56,520 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 55,546
Change-55,546 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 52,410
Change-52,410 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 51,998
Change-51,998 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 51,755
Change-51,755 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,996
Change-50,996 (-100%)
Value—
Commerce Bank
N/A
Shares— from 46,301
Change-46,301 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 44,154
Change-44,154 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 39,508
Change-39,508 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,102
Change-37,102 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 33,937
Change-33,937 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 32,195
Change-32,195 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,366
Change-30,366 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 28,479
Change-28,479 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 28,169
Change-28,169 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 28,121
Change-28,121 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 27,358
Change-27,358 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 25,785
Change-25,785 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,550
Change-25,550 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,222
Change-24,222 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 23,901
Change-23,901 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 23,051
Change-23,051 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 22,463
Change-22,463 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 21,002
Change-21,002 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 20,133
Change-20,133 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,120
Change-20,120 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 18,948
Change-18,948 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 18,801
Change-18,801 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 18,458
Change-18,458 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 18,323
Change-18,323 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 17,936
Change-17,936 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,780
Change-16,780 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 16,425
Change-16,425 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 15,377
Change-15,377 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,999
Change-14,999 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 13,997
Change-13,997 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,794
Change-12,794 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 11,486
Change-11,486 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,135
Change-11,135 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 11,084
Change-11,084 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 10,683
Change-10,683 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,275
Change-10,275 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 10,054
Change-10,054 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 680
Change-680 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 385
Change-385 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 296
Change-296 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 273
Change-273 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 53
Change-53 (-100%)
Value—
Status
LPL Financial LLC
DECREASED3,566,2963,850,419-284,123-7%$37.8M$33.6M-$4.2M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED1,341,2731,308,282+32,991+3%$12.8M$12.6M-$212.9K2026-11-04
Formidable Asset Management, LLC
DECREASED764,045834,092-70,047-8%$7.2M$7.5M+$272.0K2026-11-03
Focused Wealth Management, Inc
INCREASED624,395600,489+23,906+4%$5.9M$5.9M-$15.2K2026-10-30
Kestra Advisory Services, LLC
INCREASED572,144549,702+22,442+4%$5.4M$5.4M-$8.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED481,374348,664+132,710+38%$3.4M$4.5K-$3.4M2026-11-02
CoreCap Advisors, LLC
INCREASED433,016419,094+13,922+3%$4.1M$4.1M-$36.6K2026-10-08
Commonwealth Equity Services, LLC
INCREASED372,347364,315+8,032+2%$3.6M$3.5M-$70.1K2026-11-02
KMG Fiduciary Partners, LLC
INCREASED326,465325,834+631+0%$3.2M$3.1M-$124.4K2026-10-14
Marks Group Wealth Management, Inc
INCREASED289,335219,290+70,045+32%$2.2M$2.7M+$571.4K2026-11-05
Shaker Financial Services, LLC
INCREASED225,28687,594+137,692+157%$859.3K$2.1M+$1.3M2026-10-14
Truist Financial Corp
INCREASED210,682208,565+2,117+1%$2.0M$2.0M-$63.5K2026-10-30
Fifth Third Bancorp
INCREASED149,855147,939+1,916+1%$1.5M$1.4M-$41.1K2026-11-05
High Net Worth Advisory Group LLC
DECREASED147,690150,690-3,000-2%$1.5M$1.4M-$88.5K2026-10-26
Avestar Capital, LLC
INCREASED143,200135,200+8,000+6%$1.3M$1.3M+$21.2K2026-10-28
Allworth Financial LP
INCREASED130,671130,473+198+0%$1.3M$1.3M+$1.9K2026-11-06
Wolverine Asset Management LLC
DECREASED129,939160,396-30,457-19%$1.6M$1.2M-$350.8K2026-11-02
Thrivent Financial for Lutherans
UNCHANGED110,725110,72500%$1.1M$1.0K-$1.1M2026-11-05
Morey & Quinn Wealth Partners, LLC
INCREASED107,825106,205+1,620+2%$1.0M$1.0M-$27.2K2026-10-28
D.A. Davidson & Co.
INCREASED104,88195,454+9,427+10%$936.4K$986.9K+$50.5K2026-10-28
International Assets Investment Management, LLC
INCREASED82,16680,816+1,350+2%$786.3K$768.3K-$18.1K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED75,11170,977+4,134+6%$696.3K$706.8K+$10.5K2026-11-05
Merit Financial Group, LLC
INCREASED64,13563,910+225+0%$627.0K$603.5K-$23.4K2026-11-06
Diligent Investors, LLC
INCREASED63,34662,746+600+1%$615.5K$596.1K-$19.5K2026-10-21
NWF Advisory Services Inc.
UNCHANGED62,02562,02500%$608.5K$583.7K-$24.8K2026-10-19
PNC Financial Services Group, Inc.
INCREASED61,29958,844+2,455+4%$577.3K$576.8K-$4362026-11-06
Commons Capital, LLC
INCREASED59,67459,008+666+1%$578.9K$561.5K-$17.3K2026-11-05
Post Resch Tallon Group Inc.
INCREASED55,66353,606+2,057+4%$525.9K$523.8K-$2.1K2026-10-09
David J Yvars Group
INCREASED55,46655,071+395+1%$534.7K$523.2K-$11.5K2026-10-09
Creative Planning
DECREASED55,20363,644-8,441-13%$624.3K$519.5K-$104.9K2026-11-02
Investmark Advisory Group LLC
INCREASED54,03853,389+649+1%$523.7K$508.5K-$15.2K2026-10-27
Wedbush Securities Inc
INCREASED54,02153,882+139+0%$529.0K$508-$528.5K2026-10-22
Farther Finance Advisors, LLC
DECREASED52,92952,959-300%$519.5K$498.1K-$21.5K2026-10-08
JGP Wealth Management, LLC
UNCHANGED52,50052,50000%$515.0K$494.0K-$21.0K2026-10-13
Oppenheimer & Co Inc
INCREASED50,99331,404+19,589+62%$308.1K$479.8K+$171.8K2026-10-26
Wealth Effects LLC
UNCHANGED47,97247,97200%$470.6K$451.4K-$19.2K2026-10-23
Compound Planning, Inc.
UNCHANGED44,51244,51200%$436.7K$418.9K-$17.8K2026-11-05
Independent Financial Group, LLC
DECREASED44,42148,182-3,761-8%$472.7K$418.0K-$54.7K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED40,91631,212+9,704+31%$306.2K$385.0K+$78.8K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED40,86240,788+74+0%$399.7K$382.5K-$17.3K2026-10-13
Semus Wealth Partners LLC
INCREASED38,47137,705+766+2%$369.9K$362.0K-$7.9K2026-10-22
First Heartland Consultants, Inc.
INCREASED38,27237,170+1,102+3%$364.6K$360.1K-$4.5K2026-10-08
PMG Family Office LLC
INCREASED37,13037,093+37+0%$363.9K$349.4K-$14.5K2026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED36,92436,92400%$362.2K$347.5K-$14.8K2026-10-28
Stockman Wealth Management, Inc.
UNCHANGED34,52934,52900%$338.7K$324.9K-$13.8K2026-10-27
OpenArc Corporate Advisory, LLC
UNCHANGED33,85133,85100%$332.1K$318.5K-$13.5K2026-10-21
Focus Financial Network, Inc.
INCREASED33,61533,004+611+2%$323.8K$316.3K-$7.4K2026-10-14
Blue Water Asset Management
INCREASED32,22031,578+642+2%$309.8K$303.2K-$6.6K2026-11-04
Amplius Wealth Advisors, LLC
INCREASED32,19932,185+14+0%$315.7K$303.0K-$12.7K2026-10-20
Money Concepts Capital Corp
DECREASED31,73332,191-458-1%$315.8K$298.6K-$17.2K2026-11-06
Prospera Financial Services Inc
INCREASED30,01222,102+7,910+36%$216.8K$280.6K+$63.8K2026-11-04
Silverlake Wealth Management LLC
INCREASED30,00229,629+373+1%$290.7K$282.3K-$8.3K2026-10-21
Advisory Advocates, LLC
DECREASED29,87234,922-5,050-14%$342.6K$281.1K-$61.5K2026-11-05
Apollon Wealth Management, LLC
INCREASED28,91928,615+304+1%$280.7K$272.1K-$8.6K2026-10-23
Stonebridge Financial Planning Group, LLC
INCREASED28,65028,138+512+2%$276.0K$269.6K-$6.4K2026-11-06
Moors & Cabot, Inc.
INCREASED27,24523,827+3,418+14%$233.7K$256.4K+$22.6K2026-11-06
Mission Wealth Management, LP
DECREASED27,21432,743-5,529-17%$321.2K$256.1K-$65.1K2026-10-15
Grimes & Co Wealth Management, LLC
NEW26,699—+26,699——$251.2K—2026-10-29
Closed-End Fund Advisors, Inc.
DECREASED24,80025,022-222-1%$245.5K$233.4K-$12.1K2026-11-04
Successful Portfolios LLC
UNCHANGED24,39424,39400%$238.2K$229.2K-$9.1K2026-10-09
M Holdings Securities, Inc.
DECREASED24,11327,222-3,109-11%$262$225-$372026-11-03
HBK Sorce Advisory LLC
DECREASED23,08723,729-642-3%$235.4K$214.5K-$20.9K2026-11-06
MGO One Seven LLC
INCREASED22,71521,267+1,448+7%$208.6K$213.7K+$5.1K2026-10-28
Integrity Alliance, Llc.
NEW22,447—+22,447——$211.2K—2026-10-29
Concurrent Investment Advisors, LLC
INCREASED21,91910,115+11,804+117%$99.2K$206.3K+$107.0K2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED21,78223,051-1,269-6%$226.1K$205.0K-$21.2K2026-10-20
Arlington Capital Management Inc
INCREASED21,58520,710+875+4%$203.2K$203.1K-$502026-10-30
Beaumont Financial Advisors, LLC
UNCHANGED21,26021,26000%$208.6K$200.1K-$8.5K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED20,90622,500-1,594-7%$220.7K$196.7K-$24.0K2026-11-06
Spire Wealth Management
INCREASED20,29319,893+400+2%$195.2K$191.0K-$4.2K2026-10-30
Diversified Portfolios, Inc.
UNCHANGED19,90019,90000%$195.2K$187.3K-$8.0K2026-11-04
Lanark Financial, Inc.
INCREASED19,81019,790+20+0%$194.1K$186.4K-$7.7K2026-10-26
BNB Wealth Management, LLC
DECREASED19,78219,797-150%$194.2K$186.2K-$8.1K2026-10-28
Decision Investments, Inc
UNCHANGED19,74419,74400%$193.7K$185.8K-$7.9K2026-10-07
Sage Capital Management, LLC
DECREASED19,43127,431-8,000-29%$269.1K$182.8K-$86.3K2026-10-20
StoneX Group Inc.
UNCHANGED19,40219,40200%$190.3K$182.6K-$7.8K2026-11-03
Venture Visionary Partners LLC
UNCHANGED19,30019,30000%$189.3K$181.6K-$7.7K2026-10-07
SeaCrest Wealth Management, LLC
UNCHANGED19,16619,16600%$188.0K$180.4K-$7.7K2026-10-21
MBL Wealth, LLC
UNCHANGED19,15019,15000%$187.9K$180.2K-$7.7K2026-10-22
Clearstead Advisors, LLC
INCREASED17,38117,268+113+1%$169.4K$163.6K-$5.8K2026-11-06
Piedmont Capital Management, LLC
UNCHANGED17,05417,05400%$167.3K$160.5K-$6.8K2026-10-21
WealthBridge Capital Management, LLC
UNCHANGED16,65716,65700%$163.4K$156.7K-$6.7K2026-10-16
Summit Investment Advisory Services, LLC
INCREASED16,60016,270+330+2%$159.6K$156.2K-$3.4K2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED16,29116,29100%$159.8K$153.3K-$6.5K2026-10-28
KPP Advisory Services LLC
UNCHANGED15,72515,72500%$154.3K$148.0K-$6.3K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED14,99911,931+3,068+26%$117.0K$141.1K+$24.1K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED14,54320,883-6,340-30%$204.9K$136.9K-$68.0K2026-10-26
Black Diamond Financial, LLC
UNCHANGED14,37114,37100%$141.0K$135.2K-$5.7K2026-10-26
Advisory Solutions Group, LLC
INCREASED14,13711,110+3,027+27%$109.0K$133.0K+$24.0K2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED13,80013,80000%$135.4K$129.9K-$5.5K2026-10-16
Herold Advisors, Inc.
UNCHANGED13,67713,67700%$135.0K$128.7K-$6.3K2026-10-19
Park Avenue Securities LLC
DECREASED12,94213,722-780-6%$135.0K$122-$134.9K2026-10-26
Assetmark, Inc
DECREASED12,35012,448-98-1%$122.1K$116.2K-$5.9K2026-10-21
Waterfront Wealth Inc.
INCREASED12,15512,139+16+0%$119.0K$115.0K-$4.0K2026-11-03
Davenport & Co LLC
UNCHANGED11,92511,92500%$117.0K$112.2K-$4.8K2026-10-14
SAX Wealth Advisors, LLC
DECREASED11,81318,527-6,714-36%$160.4K$111.2K-$49.3K2026-10-13
WealthSpring Partners, LLC
UNCHANGED11,54511,54500%$113.3K$108.6K-$4.6K2026-10-14
Welch & Forbes LLC
UNCHANGED11,50011,50000%$112.8K$108.2K-$4.6K2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED11,2489,218+2,030+22%$90.4K$105.8K+$15.4K2026-11-04
Sunpointe, LLC
DECREASED11,23140,436-29,205-72%$396.7K$105.7K-$291.0K2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED11,18411,18400%$109.7K$105.2K-$4.5K2026-10-09
Princeton Global Asset Management LLC
UNCHANGED10,52610,52600%$103.3K$99.1K-$4.2K2026-10-21
Destiny Wealth Partners, LLC
NEW10,493—+10,493——$97.8K—2026-11-05
Traphagen Investment Advisors LLC
INCREASED10,29910,092+207+2%$99.0K$96.9K-$2.1K2026-10-14
Badgley Phelps Wealth Managers, LLC
NEW10,279—+10,279——$96.7K—2026-10-22
Focused Alpha, LLC
INCREASED10,10010,005+95+1%$98.1K$95.0K-$3.1K2026-10-20
Blue Trust, Inc.
UNCHANGED10,00010,00000%$98.1K$94.1K-$4.0K2026-10-15
PFS Partners, LLC
INCREASED9,5739,381+192+2%$92.0K$90.1K-$1.9K2026-10-21
Citigroup Inc
INCREASED9,4539,360+93+1%$91.8K$89.0K-$2.9K2026-11-04
Mcdonald Partners LLC
DECREASED9,26226,462-17,200-65%$259.6K$87.2K-$172.4K2026-11-03
McCarley & Cook Financial Planners
UNCHANGED9,0949,09400%$89.2K$85.6K-$3.6K2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED9,0009,00000%$88.3K$84.7K-$3.6K2026-10-23
Jacobi Capital Management LLC
NEW7,855—+7,855——$73.9K—2026-11-05
Eastern Bank
INCREASED7,4393,206+4,233+132%$31.5K$70.0K+$38.6K2026-10-05
Caldwell Trust Co
UNCHANGED6,7496,74900%$66.2K$63.5K-$2.7K2026-10-30
Foresight Capital Management Advisors, Inc.
NEW5,700—+5,700——$53.6K—2026-10-27
IFP Advisors, Inc
INCREASED4,4011,887+2,514+133%$18.5K$41.4K+$22.9K2026-10-16
Barrett & Company, Inc.
NEW4,350—+4,350——$40.9K—2026-10-22
Parallel Advisors, LLC
UNCHANGED4,0374,03700%$39.6K$38.0K-$1.6K2026-11-03
Peterson Wealth Management
UNCHANGED3,6753,67500%$36.1K$34.6K-$1.5K2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED3,3503,35000%$32.9K$31.5K-$1.3K2026-10-13
Bokf, NA
UNCHANGED2,9002,90000%$28.4K$27.3K-$1.2K2026-10-27
Financial Management Professionals, Inc.
UNCHANGED2,8282,82800%$27.7K$26.6K-$1.1K2026-10-23
American Capital Advisory, LLC
UNCHANGED2,6502,65000%$26.0K$24.9K-$1.1K2026-10-28
Private Trust Co NA
DECREASED2,4842,500-16-1%$24.5K$23.4K-$1.2K2026-10-20
US Bancorp \de\
UNCHANGED2,4612,46100%$24.1K$23.2K-$9842026-11-05
Gen-Wealth Partners Inc
DECREASED2,0007,800-5,800-74%$76.5K$18.8K-$57.7K2026-11-04
Central Trust Co
UNCHANGED2,0002,00000%$19.6K$18.8K-$8002026-11-05
Towne Trust Company, N.a
UNCHANGED1,9981,99800%$19.6K$18.8K-$7992026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED1,9531,95300%$19.2K$18.4K-$7812026-11-04
Hughes Financial Services, LLC
UNCHANGED1,8721,87200%$18.4K$17.8K-$5802026-10-30
WPG Advisers, LLC
UNCHANGED1,5001,50000%$14.7K$14.1K-$6002026-10-27
Clark Wealth Partners
UNCHANGED1,5001,50000%$14.7K$14.1K-$6002026-10-19
Elevation Wealth Partners, LLC
UNCHANGED1,5001,50000%$14.7K$14.1K-$6002026-10-07
Parkside Financial Bank & Trust
UNCHANGED1,4651,46500%$14.4K$13.8K-$5862026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED1,3951,39500%$13.7K$13.1K-$5582026-10-13
Wolff Wiese Magana LLC
UNCHANGED1,2251,22500%$12.0K$11.5K-$4902026-10-15
Vision Financial Markets LLC
INCREASED1,1771,154+23+2%$11.2K$11.0K-$2072026-10-22
MB, Levis & Associates, LLC
UNCHANGED1,0921,09200%$10.7K$10.3K-$4372026-10-16
City Holding Co
DECREASED1,0002,000-1,000-50%$19.6K$9.4K-$10.2K2026-10-19
Gamma Investing LLC
UNCHANGED93793700%$9.2K$8.8K-$3752026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED90090000%$8.8K$8.5K-$3602026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED84184100%$8.3K$7.9K-$3362026-10-21
Salomon & Ludwin, LLC
UNCHANGED80580500%$7.8K$7.6K-$2582026-10-29
NBT Bank, N.A.
UNCHANGED80080000%$7.8K$7.5K-$3202026-10-21
POM Investment Strategies, LLC
UNCHANGED75075000%$7.4K$7.1K-$3002026-10-20
Silver Grove Financial Group, Inc.
UNCHANGED52052000%$5.1K$4.9K-$2082026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED50050000%$4.9K$4.7K-$2002026-10-27
Russell Investments Group, Ltd.
UNCHANGED42942900%$4.2K$4.0K-$1712026-11-06
Key FInancial Inc
UNCHANGED34934900%$3.4K$3.3K-$1402026-11-02
Highline Wealth Partners LLC
DECREASED302310-8-3%$3.0K$2.8K-$1992026-10-19
United Community Bank
NEW300—+300——$2.8K—2026-10-28
Financial Consulate, Inc
UNCHANGED30030000%$2.9K$2.8K-$1202026-10-23
Trust Co of Toledo NA
UNCHANGED25025000%$2.5K$2.4K-$1002026-10-16
JFS Wealth Advisors, LLC
UNCHANGED10110100%$991$951-$402026-11-03
Trust Co
UNCHANGED202000%$196$188-$82026-10-09
TD Private Client Wealth LLC
UNCHANGED1100%$9$8-$12026-10-28
Csenge Advisory Group
CLOSED011,525-11,525-100%$113.1K$0-$113.1K2026-11-04
Insight Advisors, LLC/ PA
CLOSED011,500-11,500-100%$112.8K$0-$112.8K2026-10-22
Lido Advisors, LLC
CLOSED011,123-11,123-100%$109.1K$0-$109.1K2026-11-04
Convergence Financial, LLC
CLOSED010,784-10,784-100%$105.8K$0-$105.8K2026-10-27
Attessa Capital LLC
CLOSED010,031-10,031-100%$98.4K$0-$98.4K2026-10-09
Clean Yield Group
CLOSED05,231-5,231-100%$51.3K$0-$51.3K2026-10-28
BankPlus Trust Department
CLOSED05,000-5,000-100%$49.1K$0-$49.1K2026-11-06
Cornerstone Planning Group LLC
CLOSED02,883-2,883-100%$27.9K$0-$27.9K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED02,648-2,648-100%$26.0K$0-$26.0K2026-10-26
Axiom Investment Management LLC
CLOSED01,936-1,936-100%$19.0K$0-$19.0K2026-11-03
Larson Financial Group LLC
CLOSED01,550-1,550-100%$15.2K$0-$15.2K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,329-1,329-100%$13.0K$0-$13.0K2026-10-15
Chilton Capital Management LLC
CLOSED0362-362-100%$3.6K$0-$3.6K2026-10-28
LifeSteps Financial, Inc.
CLOSED0300-300-100%$2.9K$0-$2.9K2026-10-15
Institute for Wealth Management, Llc.
CLOSED0150-150-100%$1.5K$0-$1.5K2026-11-06
Morgan Stanley
N/A—23,489,771-23,489,771-100%$230.4M———
Invesco Ltd.
N/A—3,913,341-3,913,341-100%$38.4M———
Raymond James Financial Inc
N/A—2,815,014-2,815,014-100%$27.6M———
Bank of America Corp
N/A—2,706,507-2,706,507-100%$26.6M———
Janney Montgomery Scott LLC
N/A—1,803,728-1,803,728-100%$17.7M———
Wells Fargo & Company
N/A—1,525,827-1,525,827-100%$15.0M———
Advisors Asset Management, Inc.
N/A—1,394,695-1,394,695-100%$13.7M———
Royal Bank of Canada
N/A—1,320,347-1,320,347-100%$13.0M———
Stifel Financial Corp
N/A—1,187,886-1,187,886-100%$11.7M———
Karpus Management, Inc.
N/A—1,166,515-1,166,515-100%$11.4M———
Guggenheim Capital LLC
N/A—1,153,034-1,153,034-100%$11.3M———
Cohen & Steers, Inc.
N/A—1,074,977-1,074,977-100%$10.5M———
Ameriprise Financial Inc
N/A—992,464-992,464-100%$9.7M———
HighTower Advisors, LLC
N/A—864,184-864,184-100%$8.5M———
Prosperity Consulting Group, LLC
N/A—774,470-774,470-100%$7.6M———
UBS Group AG
N/A—709,357-709,357-100%$7.0M———
Snowden Capital Advisors LLC
N/A—659,084-659,084-100%$6.5M———
Osaic Holdings, Inc.
N/A—614,239-614,239-100%$6.0M———
Rockefeller Capital Management L.P.
N/A—610,403-610,403-100%$6.0M———
SAM Advisors, LLC
N/A—541,443-541,443-100%$5.3M———
NewEdge Advisors, LLC
N/A—430,935-430,935-100%$4.2M———
Cerity Partners LLC
N/A—287,733-287,733-100%$2.8M———
Cetera Investment Advisers
N/A—263,368-263,368-100%$2.6M———
Fund Advisors of America Inc
N/A—247,613-247,613-100%$2.4M———
&partners
N/A—210,466-210,466-100%$2.1M———
Bearing Point Capital, LLC
N/A—181,100-181,100-100%$1.8M———
Blair William & Co
N/A—171,945-171,945-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—166,821-166,821-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—150,507-150,507-100%$1.5M———
Pointe Capital Management LLC
N/A—150,408-150,408-100%$1.5M———
Mariner, LLC
N/A—147,674-147,674-100%$1.4M———
Goldman Sachs Group Inc
N/A—137,678-137,678-100%$1.4M———
one8zero8, LLC
N/A—137,650-137,650-100%$1.4M———
Principal Securities, Inc.
N/A—132,165-132,165-100%$1.3M———
S Harris Financial Group, LLC
N/A—122,010-122,010-100%$1.2M———
Focus Partners Wealth
N/A—119,926-119,926-100%$1.2M———
Mercer Global Advisors Inc
N/A—106,788-106,788-100%$1.0M———
Kovack Advisors, Inc.
N/A—105,953-105,953-100%$1.0M———
Northstar Advisory Group, LLC
N/A—104,953-104,953-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—101,672-101,672-100%$997.4K———
Jane Street Group, LLC
N/A—99,312-99,312-100%$974.3K———
Sanctuary Advisors, LLC
N/A—94,037-94,037-100%$922.5K———
Centaurus Financial, Inc.
N/A—90,448-90,448-100%$887.0K———
Ameritas Advisory Services, LLC
N/A—85,585-85,585-100%$839.6K———
Pathstone Holdings, LLC
N/A—63,682-63,682-100%$624.7K———
Beacon Pointe Advisors, LLC
N/A—62,497-62,497-100%$613.1K———
Envestnet Asset Management Inc
N/A—61,061-61,061-100%$599.0K———
XTX Topco Ltd
N/A—56,520-56,520-100%$554.5K———
PFG Investments, LLC
N/A—55,546-55,546-100%$544.9K———
Dakota Wealth Management
N/A—52,410-52,410-100%$514.1K———
Summit Financial, LLC
N/A—51,998-51,998-100%$510.1K———
Captrust Financial Advisors
N/A—51,755-51,755-100%$507.7K———
MML Investors Services, LLC
N/A—50,996-50,996-100%$500.3K———
Commerce Bank
N/A—46,301-46,301-100%$454.2K———
Advisors Capital Management, LLC
N/A—44,154-44,154-100%$433.2K———
Harbour Investments, Inc.
N/A—39,508-39,508-100%$387.6K———
Susquehanna International Group, LLP
N/A—37,102-37,102-100%$364.0K———
Benjamin Edwards Inc
N/A—33,937-33,937-100%$332.9K———
IFC Advisors LLC
N/A—32,195-32,195-100%$315.8K———
Private Advisor Group, LLC
N/A—30,366-30,366-100%$297.9K———
BFC Planning, Inc.
N/A—28,479-28,479-100%$279.4K———
Baird Financial Group, Inc.
N/A—28,169-28,169-100%$276.3K———
EP Wealth Advisors, LLC
N/A—28,121-28,121-100%$275.9K———
Main Street Financial Solutions, LLC
N/A—27,358-27,358-100%$268.4K———
Mendel Capital Management LLC
N/A—26,700-26,700-100%$261.9K———
Natixis Advisors, LLC
N/A—25,785-25,785-100%$252.0K———
CreativeOne Wealth, LLC
N/A—25,550-25,550-100%$250.6K———
Stratos Wealth Partners, Ltd.
N/A—24,222-24,222-100%$237.6K———
Stratos Wealth Advisors, LLC
N/A—24,000-24,000-100%$235.4K———
Garden State Investment Advisory Services LLC
N/A—23,901-23,901-100%$234.5K———
KMT Wealth Management, LLC
N/A—23,051-23,051-100%$226.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—22,463-22,463-100%$220.4K———
Silver Coast Investments LLC
N/A—21,500-21,500-100%$210.9K———
Logan Stone Capital, LLC
N/A—21,002-21,002-100%$206.0K———
Franklin Resources Inc
N/A—20,133-20,133-100%$197.5K———
Arax Advisory Partners
N/A—20,120-20,120-100%$197.4K———
Empower Advisory Group, LLC
N/A—19,000-19,000-100%$186.4K———
MAI Capital Management
N/A—18,948-18,948-100%$185.9K———
Brown Advisory Inc
N/A—18,801-18,801-100%$184.4K———
Founders Financial Alliance, LLC
N/A—18,458-18,458-100%$181.1K———
Boothbay Fund Management, LLC
N/A—18,323-18,323-100%$179.7K———
Meridian Wealth Advisors, LLC
N/A—17,936-17,936-100%$176.0K———
Waverly Advisors, LLC
N/A—17,292-17,292-100%$169.6K———
Strait & Sound Wealth Management LLC
N/A—17,200-17,200-100%$168.7K———
Gladstone Institutional Advisory LLC
N/A—16,780-16,780-100%$164.6K———
Harbour Wealth Management Group, Inc.
N/A—16,425-16,425-100%$161.1K———
Great Valley Advisor Group, Inc.
N/A—16,144-16,144-100%$158.6K———
Fiduciary Trust Co
N/A—15,377-15,377-100%$150.8K———
United Capital Financial Advisors, LLC
N/A—14,999-14,999-100%$147.1K———
CIBC Bancorp USA Inc.
N/A—14,861-14,861-100%$145.8K———
Matrix Private Capital Group LLC
N/A—14,469-14,469-100%$141.9K———
Van Hulzen Asset Management, LLC
N/A—14,350-14,350-100%$140.8K———
VSM Wealth Advisory, LLC
N/A—13,997-13,997-100%$137.3K———
Allied Private Wealth LLC
N/A—12,819-12,819-100%$125.0K———
Cresset Asset Management, LLC
N/A—12,794-12,794-100%$125.5K———
Modern Wealth Management, LLC
N/A—12,475-12,475-100%$122.4K———
Blue Chip Partners, LLC
N/A—11,486-11,486-100%$112.7K———
Foundations Investment Advisors, LLC
N/A—11,212-11,212-100%$110.0K———
Wealth Alliance, LLC
N/A—11,135-11,135-100%$109.2K———
Impact Partnership Wealth, LLC
N/A—11,084-11,084-100%$108.7K———
Spirepoint Private Client, LLC
N/A—10,683-10,683-100%$104.8K———
Gateway Wealth Partners, LLC
N/A—10,275-10,275-100%$100.8K———
URS Advisory LLC
N/A—10,054-10,054-100%$98.6K———
Keating Financial Advisory Services, Inc.
N/A—8,892-8,892-100%$87.2K———
Colonial Trust Advisors
N/A—8,750-8,750-100%$85.8K———
Continuum Advisory, LLC
N/A—8,000-8,000-100%$78.5K———
IFG Advisory, LLC
N/A—6,739-6,739-100%$66.1K———
Atlantic Union Bankshares Corp
N/A—6,500-6,500-100%$63.8K———
Millstone Evans Group, LLC
N/A—6,390-6,390-100%$62.7K———
SOA Wealth Advisors, Llc.
N/A—5,518-5,518-100%$54.1K———
Bartlett & Co. Wealth Management LLC
N/A—5,000-5,000-100%$49.1K———
Cypress Capital Management LLC (WY)
N/A—5,000-5,000-100%$49.1K———
HHM Wealth Advisors, LLC
N/A—4,825-4,825-100%$47.3K———
Bogart Wealth, LLC
N/A—4,538-4,538-100%$44.5K———
Geneos Wealth Management Inc.
N/A—3,622-3,622-100%$35.5K———
1 North Wealth Services LLC
N/A—3,500-3,500-100%$34.3K———
Colonial Trust Co / SC
N/A—2,796-2,796-100%$27.4K———
LRI Investments, LLC
N/A—2,734-2,734-100%$26.8K———
Bollard Group LLC
N/A—2,573-2,573-100%$25.0K———
Global Retirement Partners, LLC
N/A—2,541-2,541-100%$24.9K———
SHP Wealth Management
N/A—2,200-2,200-100%$21.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,116-2,116-100%$20.8K———
Jones Financial Companies Lllp
N/A—2,000-2,000-100%$19.0K———
TD Capital Management LLC
N/A—1,799-1,799-100%$17.6K———
FMR LLC
N/A—1,480-1,480-100%$14.5K———
Highland Investment Advisors LLC
N/A—1,402-1,402-100%$13.8K———
Mcguire Capital Advisors Inc
N/A—680-680-100%$6.7K———
UBS Asset Management Americas LLC
N/A—578-578-100%$5.7K———
Smartleaf Asset Management LLC
N/A—555-555-100%$5.4K———
Harborfront Financial Group LLC
N/A—445-445-100%$4.4K———
Huntington National Bank
N/A—385-385-100%$3.8K———
Caldwell Sutter Capital, Inc.
N/A—296-296-100%$2.9K———
JPMorgan Chase & Co
N/A—273-273-100%$2.6K———
Tidemark, LLC
N/A—218-218-100%$2.1K———
Whittier Trust Co of Nevada Inc
N/A—53-53-100%$517———
Showing 307 of 307 institutions