IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Robo Global Robotics and AUT (ROBO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
INCREASED
Shares429,097 from 399,979
Change+29,118 (+7%)
Value$34.5M (+$262.9K)
Filed 2026-10-16
Biltmore Family Office, LLC
DECREASED
Shares197,247 from 202,125
Change-4,878 (-2%)
Value$15.9M (-$1.4M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares117,767 from 48,465
Change+69,302 (+143%)
Value$9.5M (+$5.3M)
Filed 2026-11-02
NTV Asset Management LLC
INCREASED
Shares111,185 from 94,395
Change+16,790 (+18%)
Value$8.9M (+$860.1K)
Filed 2026-10-23
Carmel Capital Management L.L.C.
UNCHANGED
Shares100,490 from 100,490
Change0 (0%)
Value$8.1M (-$522.5K)
Filed 2026-10-30
Crestwood Advisors Group, LLC
INCREASED
Shares88,384 from 79,742
Change+8,642 (+11%)
Value$7.1M (+$280.7K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares80,761 from 81,419
Change-658 (-1%)
Value$6.5M (-$476.3K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares51,269 from 49,257
Change+2,012 (+4%)
Value$4.1M (-$94.2K)
Filed 2026-10-22
Pinnacle Associates LTD
INCREASED
Shares47,910 from 47,623
Change+287 (+1%)
Value$3.9M (-$224.5K)
Filed 2026-10-20
Silverleafe Capital Partners, LLC
NEW
Shares45,066
Change+45,066
Value$3.6M
Filed 2026-10-02
Quadcap Wealth Management, LLC
INCREASED
Shares44,476 from 42,826
Change+1,650 (+4%)
Value$3.6M (-$89.9K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares44,064 from 42,654
Change+1,410 (+3%)
Value$3.5M (-$108.4K)
Filed 2026-11-04
Eagle Strategies LLC
DECREASED
Shares41,102 from 41,306
Change-204 (0%)
Value$3.3M (-$231.2K)
Filed 2026-10-16
Rainier Family Wealth Inc
INCREASED
Shares38,400 from 37,150
Change+1,250 (+3%)
Value$3.1M (-$92.6K)
Filed 2026-11-02
Invera Wealth Advisors, LLC
INCREASED
Shares38,031 from 36,306
Change+1,725 (+5%)
Value$3.1M (-$50.0K)
Filed 2026-10-28
Anson Capital, Inc.
INCREASED
Shares36,036 from 28,608
Change+7,428 (+26%)
Value$2.9M (+$448.9K)
Filed 2026-10-23
Hyposwiss Advisors SA
INCREASED
Shares33,204 from 31,006
Change+2,198 (+7%)
Value$2.7M (+$15.6K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares30,203 from 29,661
Change+542 (+2%)
Value$2.4M (-$110.7K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares25,861 from 28,106
Change-2,245 (-8%)
Value$2.1M (-$326.8K)
Filed 2026-11-05
Curbstone Financial Management Corp
DECREASED
Shares24,806 from 25,206
Change-400 (-2%)
Value$2.0M (-$163.3K)
Filed 2026-10-21
Solutions 4 Wealth, Ltd
INCREASED
Shares21,210 from 21,030
Change+180 (+1%)
Value$1.7M (-$94.9K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares17,719 from 5,737
Change+11,982 (+209%)
Value$1.4M (+$934.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares17,525 from 17,705
Change-180 (-1%)
Value$1.4M (-$106.5K)
Filed 2026-10-26
VVR Holdings LLC
INCREASED
Shares17,445 from 16,857
Change+588 (+3%)
Value$1.4M (-$40.3K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares16,507 from 15,072
Change+1,435 (+10%)
Value$1.3M (+$37.1K)
Filed 2026-11-02
Acropolis Investment Management, LLC
NEW
Shares15,118
Change+15,118
Value$1.2M
Filed 2026-10-08
James J. Burns & Company, LLC
INCREASED
Shares14,565 from 12,395
Change+2,170 (+18%)
Value$1.2M (+$110.1K)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares14,141 from 11,322
Change+2,819 (+25%)
Value$1.1M (+$167.9K)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED
Shares13,426 from 3,046
Change+10,380 (+341%)
Value$1.1M (+$819.3K)
Filed 2026-10-28
Bank of New York Mellon Corp
UNCHANGED
Shares13,002 from 13,002
Change0 (0%)
Value$1.0M (-$67.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares12,893
Change+12,893
Value$1.0M
Filed 2026-10-16
Clay Northam Wealth Management, LLC
UNCHANGED
Shares12,483 from 12,483
Change0 (0%)
Value$1.0M (-$64.9K)
Filed 2026-10-13
RPG Investment Advisory, LLC
DECREASED
Shares11,094 from 17,739
Change-6,645 (-37%)
Value$892.6K (-$626.9K)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares10,706 from 10,369
Change+337 (+3%)
Value$861.4K (-$26.8K)
Filed 2026-10-23
Stegent Equity Advisors, Inc.
DECREASED
Shares9,486 from 18,923
Change-9,437 (-50%)
Value$763.2K (-$857.7K)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares9,157 from 6,978
Change+2,179 (+31%)
Value$736.8K (+$139.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares9,069 from 9,493
Change-424 (-4%)
Value$726.3K (-$61.3K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares8,884 from 9,858
Change-974 (-10%)
Value$714.8K (-$129.6K)
Filed 2026-10-30
Joel Isaacson & Co., LLC
UNCHANGED
Shares7,929 from 7,929
Change0 (0%)
Value$638.0K (-$41.2K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares7,193 from 7,136
Change+57 (+1%)
Value$578.7K (-$32.5K)
Filed 2026-11-05
Creekside Partners
DECREASED
Shares7,014 from 7,114
Change-100 (-1%)
Value$564.4K (-$45.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares6,863 from 12,103
Change-5,240 (-43%)
Value$555.6K (-$478.8K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares6,825 from 7,255
Change-430 (-6%)
Value$549.2K (-$72.3K)
Filed 2026-10-30
First Security Investment Management, Inc.
UNCHANGED
Shares6,595 from 6,595
Change0 (0%)
Value$530.6K (-$34.3K)
Filed 2026-11-05
Vima LLC
INCREASED
Shares6,566 from 6,394
Change+172 (+3%)
Value$528.3K (-$19.4K)
Filed 2026-10-23
Summit Asset Management, LLC
INCREASED
Shares6,435 from 6,375
Change+60 (+1%)
Value$517.8K (-$28.3K)
Filed 2026-11-05
Wedmont Private Capital
UNCHANGED
Shares6,420 from 6,420
Change0 (0%)
Value$514.1K (-$18.5K)
Filed 2026-10-09
Summit Investment Advisory Services, LLC
INCREASED
Shares6,403 from 5,636
Change+767 (+14%)
Value$515.2K (+$32.4K)
Filed 2026-11-03
Avestar Capital, LLC
UNCHANGED
Shares6,280 from 6,280
Change0 (0%)
Value$505.3K (-$32.7K)
Filed 2026-10-28
Capital Investment Counsel, LLC
INCREASED
Shares6,257 from 3,279
Change+2,978 (+91%)
Value$503.4K (+$222.6K)
Filed 2026-10-14
Journey Beyond Wealth, LLC
NEW
Shares5,995
Change+5,995
Value$482.4K
Filed 2026-11-04
Primoris Wealth Advisors, LLC
INCREASED
Shares5,960 from 2,350
Change+3,610 (+154%)
Value$479.5K (+$278.2K)
Filed 2026-10-28
Meitav Investment House LTD
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$474.7K (-$30.7K)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares5,863 from 5,905
Change-42 (-1%)
Value$475.0K (-$31.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares5,634 from 5,746
Change-112 (-2%)
Value$453.3K (-$38.6K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares5,406 from 4,535
Change+871 (+19%)
Value$435.0K (+$46.5K)
Filed 2026-10-30
Citizens Financial Group Inc
UNCHANGED
Shares5,354 from 5,354
Change0 (0%)
Value$430.8K (-$27.8K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares5,073 from 4,112
Change+961 (+23%)
Value$408.2K (+$55.9K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares4,900 from 2,940
Change+1,960 (+67%)
Value$394.0K (+$393.7K)
Filed 2026-10-27
Noble Wealth Management PBC
INCREASED
Shares4,839 from 4,688
Change+151 (+3%)
Value$389.3K (-$12.2K)
Filed 2026-10-01
North Star Investment Management Corp.
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$350.0K (-$22.6K)
Filed 2026-10-27
Matauro, LLC
UNCHANGED
Shares4,128 from 4,128
Change0 (0%)
Value$332.1K (-$21.5K)
Filed 2026-11-03
Cambridge Advisors Inc.
INCREASED
Shares3,961 from 2,821
Change+1,140 (+40%)
Value$318.7K (+$77.1K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,791 from 3,791
Change0 (0%)
Value$305.0K (-$19.7K)
Filed 2026-11-02
Wealth Effects LLC
INCREASED
Shares3,740 from 3,680
Change+60 (+2%)
Value$300.9K (-$14.3K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares3,718 from 2,469
Change+1,249 (+51%)
Value$299.2K (+$88.9K)
Filed 2026-11-06
Vigilare Wealth Management
INCREASED
Shares3,690 from 3,668
Change+22 (+1%)
Value$297.0K (-$17.2K)
Filed 2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares3,661 from 3,661
Change0 (0%)
Value$294.6K (-$19.0K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
DECREASED
Shares3,587 from 217,296
Change-213,709 (-98%)
Value$288.6K (-$18.3M)
Filed 2026-10-09
Chicago Capital, LLC
NEW
Shares3,500
Change+3,500
Value$281.6K
Filed 2026-10-13
Bauman Advisory Group, LLC
INCREASED
Shares3,498 from 3,374
Change+124 (+4%)
Value$281.4K (-$7.6K)
Filed 2026-10-29
Chicago Trust Co NA
DECREASED
Shares3,300 from 5,300
Change-2,000 (-38%)
Value$265.5K (-$188.5K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED
Shares3,223 from 3,217
Change+6 (+0%)
Value$259.3K (-$16.2K)
Filed 2026-11-03
Capital Square, LLC
DECREASED
Shares3,123 from 3,325
Change-202 (-6%)
Value$251.3K (-$24.6K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares3,056 from 3,040
Change+16 (+1%)
Value$232.0K (-$12.9K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares3,030 from 2,977
Change+53 (+2%)
Value$243.8K (-$11.2K)
Filed 2026-10-26
Mission Financial Group, LLC
DECREASED
Shares3,012 from 3,078
Change-66 (-2%)
Value$242.3K (-$21.3K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares2,999 from 3,024
Change-25 (-1%)
Value$241.3K (-$17.7K)
Filed 2026-10-15
Ellis Investment Partners, LLC
INCREASED
Shares2,770 from 2,663
Change+107 (+4%)
Value$222.9K (-$5.2K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares2,727 from 2,689
Change+38 (+1%)
Value$219.4K (-$10.9K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$217.2K (-$14.0K)
Filed 2026-10-19
GR Financial Group, LLC
INCREASED
Shares2,655 from 2,563
Change+92 (+4%)
Value$213.7K (-$5.9K)
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$212.4K (-$13.7K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares2,604 from 2,351
Change+253 (+11%)
Value$209.6K (+$8.1K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares2,539 from 2,545
Change-6 (0%)
Value$204.3K (-$13.7K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares1,676 from 1,301
Change+375 (+29%)
Value$134.9K (+$23.4K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$128.2K (-$8.3K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares1,453 from 1,464
Change-11 (-1%)
Value$116.9K (-$8.5K)
Filed 2026-11-05
Evermay Wealth Management LLC
DECREASED
Shares1,316 from 1,380
Change-64 (-5%)
Value$105.9K (-$12.3K)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares1,271 from 1,321
Change-50 (-4%)
Value$102.3K (-$10.9K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$100.6K (-$6.5K)
Filed 2026-10-20
Madden Securities Corp
NEW
Shares1,000
Change+1,000
Value$80.5K
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$80.5K (-$5.2K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$72.9K (-$4.7K)
Filed 2026-10-23
Pittenger & Anderson Inc
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$70.4K (-$4.6K)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares791 from 1,253
Change-462 (-37%)
Value$63.6K (-$43.7K)
Filed 2026-11-04
Highline Wealth Partners LLC
NEW
Shares615
Change+615
Value$49.5K
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares601 from 302
Change+299 (+99%)
Value$48.4K (+$22.5K)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$48.3K (-$3.1K)
Filed 2026-10-21
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$48.3K (-$3.1K)
Filed 2026-10-08
Valley National Advisers Inc
DECREASED
Shares528 from 1,585
Change-1,057 (-67%)
Value$42.5K (-$93.3K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares505
Change+505
Value$40.6K
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$39.1K (-$2.5K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares479 from 467
Change+12 (+3%)
Value$38.5K (-$1.5K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares474 from 475
Change-1 (0%)
Value$38.1K (-$2.6K)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$35.0K (-$2.3K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares424
Change+424
Value$34.2K
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$30.3K (-$2.0K)
Filed 2026-11-02
Toth Financial Advisory Corp
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$29.0K (-$1.9K)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares345
Change+345
Value$27.8K
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares341 from 337
Change+4 (+1%)
Value$27.4K (-$1.4K)
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$27.4K (-$1.8K)
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$26.2K (-$1.7K)
Filed 2026-10-30
Tower Trust & Investment Co
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$26.1K (-$1.7K)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$25.3K (-$1.2K)
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$24.5K (-$1.6K)
Filed 2026-10-06
Larson Financial Group LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$24.1K (-$1.6K)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$23.5K (-$1.5K)
Filed 2026-10-15
Clayton Financial Group LLC
NEW
Shares249
Change+249
Value$20.0K
Filed 2026-10-13
Hager Investment Management Services, LLC
INCREASED
Shares233 from 222
Change+11 (+5%)
Value$18.7K (-$270)
Filed 2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$17.9K (-$1.2K)
Filed 2026-10-22
Adirondack Trust Co
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$17.8K (-$1.1K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$17.1K (-$1.1K)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$16.7K (-$1.1K)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$16.3K (-$1.1K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$15.1K (-$978)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
NEW
Shares175
Change+175
Value$14.1K
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$12 (-$1)
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$12.8K (-$395)
Filed 2026-10-09
Harbor Asset Planning, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$12.6K (-$817)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$9.4K (-$608)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares105
Change+105
Value$8.4K
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.0K (-$520)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$6.4K (-$411)
Filed 2026-10-09
Accordant Advisory Group Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.0K (-$390)
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.6K (-$364)
Filed 2026-11-03
JFS Wealth Advisors, LLC
NEW
Shares54
Change+54
Value$4.3K
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares50 from 40
Change+10 (+25%)
Value$4.0K (+$596)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.5K (-$229)
Filed 2026-10-20
Nvwm, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.1K (-$203)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
DECREASED
Shares30 from 35
Change-5 (-14%)
Value$2.4K (-$584)
Filed 2026-11-05
Lodestone Wealth Management LLC
DECREASED
Shares24 from 31
Change-7 (-23%)
Value$1.9K (-$710)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (-$105)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$83)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.2K (-$78)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.2K (-$78)
Filed 2026-10-23
Miller Global Investments, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$483 (-$31)
Filed 2026-10-02
Ascentis Independent Advisors
NEW
Shares5
Change+5
Value$402
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$402 (-$26)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$276 (+$49)
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$161 (-$10)
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 175,324
Change-175,324 (-100%)
Value$0 (-$15.0M)
Filed 2026-10-14
GFS Advisors, LLC
CLOSED
Shares0 from 79,718
Change-79,718 (-100%)
Value$0 (-$29.1K)
Filed 2026-11-03
True Private Wealth Advisors
CLOSED
Shares0 from 25,976
Change-25,976 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Vontobel Holding Ltd.
CLOSED
Shares0 from 7,151
Change-7,151 (-100%)
Value$0 (-$612.6K)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 4,051
Change-4,051 (-100%)
Value$0 (-$347.0K)
Filed 2026-10-16
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 3,671
Change-3,671 (-100%)
Value$0 (-$314.5K)
Filed 2026-10-20
Columbus Macro, LLC
CLOSED
Shares0 from 3,586
Change-3,586 (-100%)
Value$0 (-$307.2K)
Filed 2026-10-14
Vise Technologies, Inc.
CLOSED
Shares0 from 3,021
Change-3,021 (-100%)
Value$0 (-$258.8K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 2,876
Change-2,876 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-20
Whalen Wealth Management Inc.
CLOSED
Shares0 from 2,822
Change-2,822 (-100%)
Value$0 (-$241.7K)
Filed 2026-10-08
Detalus Advisors, LLC
CLOSED
Shares0 from 2,745
Change-2,745 (-100%)
Value$0 (-$235.1K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 2,558
Change-2,558 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-13
Perigon Wealth Management, LLC
CLOSED
Shares0 from 2,519
Change-2,519 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-22
Meridian Wealth Management, LLC
CLOSED
Shares0 from 2,431
Change-2,431 (-100%)
Value$0 (-$208.2K)
Filed 2026-11-05
McMill Wealth Management
CLOSED
Shares0 from 2,397
Change-2,397 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-05
Central Valley Advisors, LLC
CLOSED
Shares0 from 2,376
Change-2,376 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-27
ETF Store, Inc.
CLOSED
Shares0 from 2,371
Change-2,371 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,236
Change-1,236 (-100%)
Value$0 (-$105.5K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 1,175
Change-1,175 (-100%)
Value$0 (-$100.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$31.6K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 189
Change-189 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 895,257
Change-895,257 (-100%)
Value—
UBS Group AG
N/A
Shares— from 878,150
Change-878,150 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 480,227
Change-480,227 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 391,443
Change-391,443 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 265,418
Change-265,418 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 262,465
Change-262,465 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 223,445
Change-223,445 (-100%)
Value—
Gray Foundation
N/A
Shares— from 205,000
Change-205,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 76,964
Change-76,964 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 73,646
Change-73,646 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 72,965
Change-72,965 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 71,460
Change-71,460 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 68,412
Change-68,412 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 64,536
Change-64,536 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 61,382
Change-61,382 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 57,794
Change-57,794 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 52,295
Change-52,295 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 51,464
Change-51,464 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 50,002
Change-50,002 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 41,456
Change-41,456 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 37,436
Change-37,436 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 35,488
Change-35,488 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 32,069
Change-32,069 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 31,324
Change-31,324 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 30,462
Change-30,462 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 29,730
Change-29,730 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,724
Change-28,724 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 27,321
Change-27,321 (-100%)
Value—
Blair William & Co
N/A
Shares— from 26,007
Change-26,007 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 25,458
Change-25,458 (-100%)
Value—
Bank OZK
N/A
Shares— from 23,732
Change-23,732 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 23,360
Change-23,360 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,266
Change-23,266 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,534
Change-22,534 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 21,793
Change-21,793 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,225
Change-21,225 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,629
Change-19,629 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,038
Change-19,038 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 18,691
Change-18,691 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,345
Change-14,345 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 13,689
Change-13,689 (-100%)
Value—
Prudential PLC
N/A
Shares— from 13,453
Change-13,453 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,001
Change-13,001 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 12,940
Change-12,940 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 12,296
Change-12,296 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,349
Change-11,349 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,779
Change-9,779 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 7,483
Change-7,483 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,282
Change-7,282 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,241
Change-7,241 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,099
Change-4,099 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 944
Change-944 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 704
Change-704 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 697
Change-697 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 550
Change-550 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 529
Change-529 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 524
Change-524 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 455
Change-455 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 371
Change-371 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 337
Change-337 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 176
Change-176 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 150
Change-150 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 119
Change-119 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 87
Change-87 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 79
Change-79 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 30
Change-30 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 20
Change-20 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 19
Change-19 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Annex Advisory Services, LLC
INCREASED429,097399,979+29,118+7%$34.3M$34.5M+$262.9K2026-10-16
Biltmore Family Office, LLC
DECREASED197,247202,125-4,878-2%$17.3M$15.9M-$1.4M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED117,76748,465+69,302+143%$4.2M$9.5M+$5.3M2026-11-02
NTV Asset Management LLC
INCREASED111,18594,395+16,790+18%$8.1M$8.9M+$860.1K2026-10-23
Carmel Capital Management L.L.C.
UNCHANGED100,490100,49000%$8.6M$8.1M-$522.5K2026-10-30
Crestwood Advisors Group, LLC
INCREASED88,38479,742+8,642+11%$6.8M$7.1M+$280.7K2026-10-27
Commonwealth Equity Services, LLC
DECREASED80,76181,419-658-1%$7.0M$6.5M-$476.3K2026-11-02
BIP Wealth, LLC
INCREASED51,26949,257+2,012+4%$4.2M$4.1M-$94.2K2026-10-22
Pinnacle Associates LTD
INCREASED47,91047,623+287+1%$4.1M$3.9M-$224.5K2026-10-20
Silverleafe Capital Partners, LLC
NEW45,066—+45,066——$3.6M—2026-10-02
Quadcap Wealth Management, LLC
INCREASED44,47642,826+1,650+4%$3.7M$3.6M-$89.9K2026-11-02
Citigroup Inc
INCREASED44,06442,654+1,410+3%$3.7M$3.5M-$108.4K2026-11-04
Eagle Strategies LLC
DECREASED41,10241,306-2040%$3.5M$3.3M-$231.2K2026-10-16
Rainier Family Wealth Inc
INCREASED38,40037,150+1,250+3%$3.2M$3.1M-$92.6K2026-11-02
Invera Wealth Advisors, LLC
INCREASED38,03136,306+1,725+5%$3.1M$3.1M-$50.0K2026-10-28
Anson Capital, Inc.
INCREASED36,03628,608+7,428+26%$2.5M$2.9M+$448.9K2026-10-23
Hyposwiss Advisors SA
INCREASED33,20431,006+2,198+7%$2.7M$2.7M+$15.6K2026-10-26
Kestra Advisory Services, LLC
INCREASED30,20329,661+542+2%$2.5M$2.4M-$110.7K2026-11-02
Moneco Advisors, LLC
DECREASED25,86128,106-2,245-8%$2.4M$2.1M-$326.8K2026-11-05
Curbstone Financial Management Corp
DECREASED24,80625,206-400-2%$2.2M$2.0M-$163.3K2026-10-21
Solutions 4 Wealth, Ltd
INCREASED21,21021,030+180+1%$1.8M$1.7M-$94.9K2026-11-03
Lido Advisors, LLC
INCREASED17,7195,737+11,982+209%$491.4K$1.4M+$934.3K2026-11-04
Oppenheimer & Co Inc
DECREASED17,52517,705-180-1%$1.5M$1.4M-$106.5K2026-10-26
VVR Holdings LLC
INCREASED17,44516,857+588+3%$1.4M$1.4M-$40.3K2026-10-19
Creative Planning
INCREASED16,50715,072+1,435+10%$1.3M$1.3M+$37.1K2026-11-02
Acropolis Investment Management, LLC
NEW15,118—+15,118——$1.2M—2026-10-08
James J. Burns & Company, LLC
INCREASED14,56512,395+2,170+18%$1.1M$1.2M+$110.1K2026-10-22
Brookstone Capital Management
INCREASED14,14111,322+2,819+25%$969.9K$1.1M+$167.9K2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED13,4263,046+10,380+341%$260.9K$1.1M+$819.3K2026-10-28
Bank of New York Mellon Corp
UNCHANGED13,00213,00200%$1.1M$1.0M-$67.6K2026-11-05
Concurrent Investment Advisors, LLC
NEW12,893—+12,893——$1.0M—2026-10-16
Clay Northam Wealth Management, LLC
UNCHANGED12,48312,48300%$1.1M$1.0M-$64.9K2026-10-13
RPG Investment Advisory, LLC
DECREASED11,09417,739-6,645-37%$1.5M$892.6K-$626.9K2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED10,70610,369+337+3%$888.2K$861.4K-$26.8K2026-10-23
Stegent Equity Advisors, Inc.
DECREASED9,48618,923-9,437-50%$1.6M$763.2K-$857.7K2026-10-13
Certuity, LLC
INCREASED9,1576,978+2,179+31%$597.7K$736.8K+$139.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED9,0699,493-424-4%$787.5K$726.3K-$61.3K2026-10-13
Spire Wealth Management
DECREASED8,8849,858-974-10%$844.4K$714.8K-$129.6K2026-10-30
Joel Isaacson & Co., LLC
UNCHANGED7,9297,92900%$679.2K$638.0K-$41.2K2026-11-05
Fifth Third Bancorp
INCREASED7,1937,136+57+1%$611.3K$578.7K-$32.5K2026-11-05
Creekside Partners
DECREASED7,0147,114-100-1%$609.4K$564.4K-$45.0K2026-11-04
TD Waterhouse Canada Inc.
DECREASED6,86312,103-5,240-43%$1.0M$555.6K-$478.8K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED6,8257,255-430-6%$621.5K$549.2K-$72.3K2026-10-30
First Security Investment Management, Inc.
UNCHANGED6,5956,59500%$564.9K$530.6K-$34.3K2026-11-05
Vima LLC
INCREASED6,5666,394+172+3%$547.7K$528.3K-$19.4K2026-10-23
Summit Asset Management, LLC
INCREASED6,4356,375+60+1%$546.1K$517.8K-$28.3K2026-11-05
Wedmont Private Capital
UNCHANGED6,4206,42000%$532.6K$514.1K-$18.5K2026-10-09
Summit Investment Advisory Services, LLC
INCREASED6,4035,636+767+14%$482.8K$515.2K+$32.4K2026-11-03
Avestar Capital, LLC
UNCHANGED6,2806,28000%$537.9K$505.3K-$32.7K2026-10-28
Capital Investment Counsel, LLC
INCREASED6,2573,279+2,978+91%$280.9K$503.4K+$222.6K2026-10-14
Journey Beyond Wealth, LLC
NEW5,995—+5,995——$482.4K—2026-11-04
Primoris Wealth Advisors, LLC
INCREASED5,9602,350+3,610+154%$201.3K$479.5K+$278.2K2026-10-28
Meitav Investment House LTD
UNCHANGED5,9005,90000%$505.4K$474.7K-$30.7K2026-10-28
Thrivent Financial for Lutherans
DECREASED5,8635,905-42-1%$506.0K$475.0K-$31.0K2026-11-05
Farther Finance Advisors, LLC
DECREASED5,6345,746-112-2%$491.9K$453.3K-$38.6K2026-10-08
Truist Financial Corp
INCREASED5,4064,535+871+19%$388.5K$435.0K+$46.5K2026-10-30
Citizens Financial Group Inc
UNCHANGED5,3545,35400%$458.6K$430.8K-$27.8K2026-10-23
Focus Financial Network, Inc.
INCREASED5,0734,112+961+23%$352.2K$408.2K+$55.9K2026-10-14
Capital Advisors, Ltd. LLC
INCREASED4,9002,940+1,960+67%$252$394.0K+$393.7K2026-10-27
Noble Wealth Management PBC
INCREASED4,8394,688+151+3%$401.6K$389.3K-$12.2K2026-10-01
North Star Investment Management Corp.
UNCHANGED4,3504,35000%$372.6K$350.0K-$22.6K2026-10-27
Matauro, LLC
UNCHANGED4,1284,12800%$353.6K$332.1K-$21.5K2026-11-03
Cambridge Advisors Inc.
INCREASED3,9612,821+1,140+40%$241.7K$318.7K+$77.1K2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED3,7913,79100%$324.7K$305.0K-$19.7K2026-11-02
Wealth Effects LLC
INCREASED3,7403,680+60+2%$315.2K$300.9K-$14.3K2026-10-23
Savant Capital, LLC
INCREASED3,7182,469+1,249+51%$210.3K$299.2K+$88.9K2026-11-06
Vigilare Wealth Management
INCREASED3,6903,668+22+1%$314.2K$297.0K-$17.2K2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED3,6613,66100%$313.6K$294.6K-$19.0K2026-10-15
Armstrong Advisory Group, Inc
DECREASED3,587217,296-213,709-98%$18.6M$288.6K-$18.3M2026-10-09
Chicago Capital, LLC
NEW3,500—+3,500——$281.6K—2026-10-13
Bauman Advisory Group, LLC
INCREASED3,4983,374+124+4%$289.0K$281.4K-$7.6K2026-10-29
Chicago Trust Co NA
DECREASED3,3005,300-2,000-38%$454.0K$265.5K-$188.5K2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED3,2233,217+6+0%$275.6K$259.3K-$16.2K2026-11-03
Capital Square, LLC
DECREASED3,1233,325-202-6%$275.9K$251.3K-$24.6K2026-10-19
Roman Butler Fullerton & Co
INCREASED3,0563,040+16+1%$244.9K$232.0K-$12.9K2026-10-27
Indivisible Partners
INCREASED3,0302,977+53+2%$255.0K$243.8K-$11.2K2026-10-26
Mission Financial Group, LLC
DECREASED3,0123,078-66-2%$263.6K$242.3K-$21.3K2026-10-21
Blue Trust, Inc.
DECREASED2,9993,024-25-1%$259.0K$241.3K-$17.7K2026-10-15
Ellis Investment Partners, LLC
INCREASED2,7702,663+107+4%$228.1K$222.9K-$5.2K2026-10-21
Independent Financial Group, LLC
INCREASED2,7272,689+38+1%$230.3K$219.4K-$10.9K2026-10-13
Key Client Fiduciary Advisors, LLC
UNCHANGED2,7002,70000%$231.3K$217.2K-$14.0K2026-10-19
GR Financial Group, LLC
INCREASED2,6552,563+92+4%$219.5K$213.7K-$5.9K2026-10-27
Manchester Capital Management LLC
UNCHANGED2,6402,64000%$226.1K$212.4K-$13.7K2026-10-22
Brighton Jones LLC
INCREASED2,6042,351+253+11%$201.4K$209.6K+$8.1K2026-11-03
Koshinski Asset Management, Inc.
DECREASED2,5392,545-60%$218.0K$204.3K-$13.7K2026-10-29
IFP Advisors, Inc
INCREASED1,6761,301+375+29%$111.4K$134.9K+$23.4K2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED1,5931,59300%$136.5K$128.2K-$8.3K2026-11-03
US Bancorp \de\
DECREASED1,4531,464-11-1%$125.4K$116.9K-$8.5K2026-11-05
Evermay Wealth Management LLC
DECREASED1,3161,380-64-5%$118.2K$105.9K-$12.3K2026-11-05
SBI Securities Co., Ltd.
DECREASED1,2711,321-50-4%$113.2K$102.3K-$10.9K2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED1,2501,25000%$107.1K$100.6K-$6.5K2026-10-20
Madden Securities Corp
NEW1,000—+1,000——$80.5K—2026-10-27
Central Trust Co
UNCHANGED1,0001,00000%$85.7K$80.5K-$5.2K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED90690600%$77.6K$72.9K-$4.7K2026-10-23
Pittenger & Anderson Inc
UNCHANGED87587500%$75.0K$70.4K-$4.6K2026-11-02
Simplex Trading, LLC
DECREASED7911,253-462-37%$107.3K$63.6K-$43.7K2026-11-04
Highline Wealth Partners LLC
NEW615—+615——$49.5K—2026-10-19
Rossby Financial, LCC
INCREASED601302+299+99%$25.9K$48.4K+$22.5K2026-11-05
PFS Partners, LLC
UNCHANGED60060000%$51.4K$48.3K-$3.1K2026-10-21
Quintet Private Bank (Europe) S.A.
UNCHANGED60060000%$51.4K$48.3K-$3.1K2026-10-08
Valley National Advisers Inc
DECREASED5281,585-1,057-67%$135.8K$42.5K-$93.3K2026-10-23
Jacobi Capital Management LLC
NEW505—+505——$40.6K—2026-11-05
Downshift Financial, LLC
UNCHANGED48648600%$41.6K$39.1K-$2.5K2026-10-13
Signaturefd, LLC
INCREASED479467+12+3%$40.0K$38.5K-$1.5K2026-10-23
Assetmark, Inc
DECREASED474475-10%$40.7K$38.1K-$2.6K2026-10-21
Archer Investment Corp
UNCHANGED43643600%$37.3K$35.0K-$2.3K2026-11-05
Latitude Advisors, LLC
NEW424—+424——$34.2K—2026-10-27
Concord Wealth Partners
UNCHANGED37737700%$32.3K$30.3K-$2.0K2026-11-02
Toth Financial Advisory Corp
UNCHANGED36036000%$30.8K$29.0K-$1.9K2026-10-08
GK Wealth Management LLC
NEW345—+345——$27.8K—2026-10-09
Triumph Capital Management
INCREASED341337+4+1%$28.9K$27.4K-$1.4K2026-10-14
Duncker Streett & Co Inc
UNCHANGED34034000%$29.1K$27.4K-$1.8K2026-10-27
Costello Asset Management, Inc
UNCHANGED32632600%$27.9K$26.2K-$1.7K2026-10-30
Tower Trust & Investment Co
UNCHANGED32532500%$27.8K$26.1K-$1.7K2026-10-28
Compass Financial Management LLC
UNCHANGED31431400%$26.5K$25.3K-$1.2K2026-10-30
Bank of New Hampshire
UNCHANGED30430400%$26.0K$24.5K-$1.6K2026-10-06
Larson Financial Group LLC
UNCHANGED30030000%$25.7K$24.1K-$1.6K2026-11-05
Nfsg Corp
UNCHANGED29229200%$25.0K$23.5K-$1.5K2026-10-15
Clayton Financial Group LLC
NEW249—+249——$20.0K—2026-10-13
Hager Investment Management Services, LLC
INCREASED233222+11+5%$19.0K$18.7K-$2702026-11-04
Washington Trust Advisors, Inc.
UNCHANGED22322300%$19.1K$17.9K-$1.2K2026-10-22
Adirondack Trust Co
UNCHANGED22122100%$18.9K$17.8K-$1.1K2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED21221200%$18.2K$17.1K-$1.1K2026-10-15
CoreCap Advisors, LLC
UNCHANGED20820800%$17.8K$16.7K-$1.1K2026-10-08
Wolff Wiese Magana LLC
UNCHANGED20220200%$17.3K$16.3K-$1.1K2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED18818800%$16.1K$15.1K-$9782026-11-03
Cassaday & Co Wealth Management LLC
NEW175—+175——$14.1K—2026-10-27
Avion Wealth
UNCHANGED15915900%$13$12-$12026-11-04
Pacifica Partners Inc.
UNCHANGED15815800%$13.2K$12.8K-$3952026-10-09
Harbor Asset Planning, Inc.
UNCHANGED15715700%$13.4K$12.6K-$8172026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED11711700%$10.0K$9.4K-$6082026-10-16
Provenance Wealth Advisors, LLC
NEW105—+105——$8.4K—2026-10-30
Westside Investment Management, Inc.
UNCHANGED10010000%$8.6K$8.0K-$5202026-11-02
Trust Co
UNCHANGED797900%$6.8K$6.4K-$4112026-10-09
Accordant Advisory Group Inc
UNCHANGED757500%$6.4K$6.0K-$3902026-10-29
Parallel Advisors, LLC
UNCHANGED707000%$6.0K$5.6K-$3642026-11-03
JFS Wealth Advisors, LLC
NEW54—+54——$4.3K—2026-11-03
Montag A & Associates Inc
INCREASED5040+10+25%$3.4K$4.0K+$5962026-10-29
Private Trust Co NA
UNCHANGED444400%$3.8K$3.5K-$2292026-10-20
Nvwm, LLC
UNCHANGED393900%$3.3K$3.1K-$2032026-10-14
Silver Grove Financial Group, Inc.
DECREASED3035-5-14%$3.0K$2.4K-$5842026-11-05
Lodestone Wealth Management LLC
DECREASED2431-7-23%$2.7K$1.9K-$7102026-10-14
Pension & Wealth Management Advisors, Inc.
UNCHANGED202000%$1.7K$1.6K-$1052026-10-16
Parkside Financial Bank & Trust
UNCHANGED161600%$1.4K$1.3K-$832026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED151500%$1.3K$1.2K-$782026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED151500%$1.3K$1.2K-$782026-10-23
Miller Global Investments, LLC
UNCHANGED6600%$514$483-$312026-10-02
Ascentis Independent Advisors
NEW5—+5——$402—2026-11-03
Creative Financial Designs Inc
UNCHANGED5500%$428$402-$262026-11-04
Buck Wealth Strategies, LLC
UNCHANGED3300%$227$276+$492026-10-28
Main Street Group, LTD
UNCHANGED2200%$171$161-$102026-10-28
MinichMacGregor Wealth Management, LLC
CLOSED0175,324-175,324-100%$15.0M$0-$15.0M2026-10-14
GFS Advisors, LLC
CLOSED079,718-79,718-100%$29.1K$0-$29.1K2026-11-03
True Private Wealth Advisors
CLOSED025,976-25,976-100%$2.2M$0-$2.2M2026-10-19
Vontobel Holding Ltd.
CLOSED07,151-7,151-100%$612.6K$0-$612.6K2026-10-16
McKinley Carter Wealth Services, Inc.
CLOSED04,051-4,051-100%$347.0K$0-$347.0K2026-10-16
Commonwealth Financial Services, LLC
CLOSED03,671-3,671-100%$314.5K$0-$314.5K2026-10-20
Columbus Macro, LLC
CLOSED03,586-3,586-100%$307.2K$0-$307.2K2026-10-14
Vise Technologies, Inc.
CLOSED03,021-3,021-100%$258.8K$0-$258.8K2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED02,876-2,876-100%$246.3K$0-$246.3K2026-10-20
Whalen Wealth Management Inc.
CLOSED02,822-2,822-100%$241.7K$0-$241.7K2026-10-08
Detalus Advisors, LLC
CLOSED02,745-2,745-100%$235.1K$0-$235.1K2026-10-15
Dynamic Advisor Solutions LLC
CLOSED02,558-2,558-100%$219.1K$0-$219.1K2026-10-13
Perigon Wealth Management, LLC
CLOSED02,519-2,519-100%$215.8K$0-$215.8K2026-10-22
Meridian Wealth Management, LLC
CLOSED02,431-2,431-100%$208.2K$0-$208.2K2026-11-05
McMill Wealth Management
CLOSED02,397-2,397-100%$205.3K$0-$205.3K2026-11-05
Central Valley Advisors, LLC
CLOSED02,376-2,376-100%$203.5K$0-$203.5K2026-10-27
ETF Store, Inc.
CLOSED02,371-2,371-100%$203.1K$0-$203.1K2026-10-19
International Assets Investment Management, LLC
CLOSED01,236-1,236-100%$105.5K$0-$105.5K2026-11-02
Solstein Capital, LLC
CLOSED01,175-1,175-100%$100.7K$0-$100.7K2026-11-02
AdvisorNet Financial, Inc
CLOSED0368-368-100%$31.6K$0-$31.6K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0200-200-100%$17.1K$0-$17.1K2026-10-14
Cranbrook Wealth Management, LLC
CLOSED0189-189-100%$16.2K$0-$16.2K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED0120-120-100%$10.3K$0-$10.3K2026-10-29
MCF Advisors LLC
CLOSED030-30-100%$2.5K$0-$2.5K2026-10-28
LifeSteps Financial, Inc.
CLOSED030-30-100%$2.6K$0-$2.6K2026-10-15
Morgan Stanley
N/A—895,257-895,257-100%$76.7M———
UBS Group AG
N/A—878,150-878,150-100%$75.2M———
Northwestern Mutual Wealth Management Co
N/A—480,227-480,227-100%$41.1M———
LPL Financial LLC
N/A—391,443-391,443-100%$33.5M———
Raymond James Financial Inc
N/A—265,418-265,418-100%$22.7M———
Ameriprise Financial Inc
N/A—262,465-262,465-100%$22.5M———
Royal Bank of Canada
N/A—223,445-223,445-100%$19.1M———
Gray Foundation
N/A—205,000-205,000-100%$17.6M———
National Bank of Canada
N/A—76,964-76,964-100%$6.6M———
Principal Securities, Inc.
N/A—73,646-73,646-100%$6.3M———
Osaic Holdings, Inc.
N/A—72,965-72,965-100%$6.3M———
Black Swift Group, LLC
N/A—71,460-71,460-100%$6.1M———
Stifel Financial Corp
N/A—68,412-68,412-100%$5.9M———
Cetera Investment Advisers
N/A—64,536-64,536-100%$5.5M———
Allianz Asset Management GmbH
N/A—61,382-61,382-100%$5.3M———
Stratos Wealth Partners, Ltd.
N/A—57,794-57,794-100%$5.0M———
Mercer Global Advisors Inc
N/A—52,295-52,295-100%$4.5M———
Federation des caisses Desjardins du Quebec
N/A—51,464-51,464-100%$4.4M———
SG Americas Securities, LLC
N/A—50,002-50,002-100%$4.3M———
Rockefeller Capital Management L.P.
N/A—41,456-41,456-100%$3.6M———
Pacific SUN Financial Corp
N/A—37,436-37,436-100%$3.2M———
Focus Partners Wealth
N/A—35,488-35,488-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—32,069-32,069-100%$2.7M———
Envestnet Asset Management Inc
N/A—31,324-31,324-100%$2.7M———
Flow Traders U.S. LLC
N/A—30,462-30,462-100%$2.6M———
OneDigital Investment Advisors LLC
N/A—29,730-29,730-100%$2.5M———
Summit Financial, LLC
N/A—28,724-28,724-100%$2.5M———
Bank of America Corp
N/A—27,321-27,321-100%$2.3M———
Blair William & Co
N/A—26,007-26,007-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—25,458-25,458-100%$2.2M———
Bank OZK
N/A—23,732-23,732-100%$2.0M———
Moneta Group Investment Advisors LLC
N/A—23,360-23,360-100%$2.0M———
HighTower Advisors, LLC
N/A—23,266-23,266-100%$2.0M———
Advisory Services Network, LLC
N/A—22,534-22,534-100%$1.9M———
Captrust Financial Advisors
N/A—21,811-21,811-100%$1.9M———
Hancock Prospecting Pty Ltd
N/A—21,793-21,793-100%$1.9M———
Geneos Wealth Management Inc.
N/A—21,225-21,225-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—20,513-20,513-100%$1.8M———
Private Advisor Group, LLC
N/A—19,629-19,629-100%$1.7M———
Equitable Holdings, Inc.
N/A—19,038-19,038-100%$1.6M———
Fortis Group Advisors, LLC
N/A—18,691-18,691-100%$1.6M———
Generation Capital Management LLC
N/A—15,900-15,900-100%$1.4M———
Arax Advisory Partners
N/A—14,345-14,345-100%$1.2M———
MML Investors Services, LLC
N/A—13,800-13,800-100%$1.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—13,689-13,689-100%$1.2M———
Prudential PLC
N/A—13,453-13,453-100%$1.2M———
WCG Wealth Advisors LLC
N/A—13,045-13,045-100%$1.1M———
FMR LLC
N/A—13,001-13,001-100%$1.1M———
Bessemer Group Inc
N/A—12,940-12,940-100%$1.1M———
Scotia Capital Inc.
N/A—12,296-12,296-100%$1.1M———
Millennium Management LLC
N/A—11,530-11,530-100%$987.7K———
Cerity Partners LLC
N/A—11,349-11,349-100%$972.0K———
World Investment Advisors
N/A—10,362-10,362-100%$709.0K———
IHT Wealth Management, LLC
N/A—9,779-9,779-100%$837.7K———
Objectivity Squared, LLC
N/A—9,715-9,715-100%$832.2K———
CIBC World Market Inc.
N/A—9,636-9,636-100%$825.4K———
Citadel Advisors LLC
N/A—9,633-9,633-100%$825.2K———
Tidal Investments LLC
N/A—8,696-8,696-100%$744.9K———
Prosperity Consulting Group, LLC
N/A—8,655-8,655-100%$741.4K———
NewEdge Advisors, LLC
N/A—7,998-7,998-100%$685.1K———
Greenwich Wealth Management LLC
N/A—7,939-7,939-100%$680.0K———
Peapack Gladstone Financial Corp
N/A—7,759-7,759-100%$665.0K———
Caprock Group, LLC
N/A—7,752-7,752-100%$664.0K———
Aspiring Ventures, LLC
N/A—7,500-7,500-100%$642.5K———
Liberty One Investment Management, LLC
N/A—7,483-7,483-100%$641.0K———
PNC Financial Services Group, Inc.
N/A—7,400-7,400-100%$633.9K———
Mariner, LLC
N/A—7,282-7,282-100%$623.7K———
Janney Montgomery Scott LLC
N/A—7,241-7,241-100%$620.0K———
Financial Freedom, LLC
N/A—7,151-7,151-100%$612.6K———
JPMorgan Chase & Co
N/A—6,973-6,973-100%$581.6K———
Brown Advisory Inc
N/A—6,780-6,780-100%$580.8K———
Mustico Financial Group, Inc.
N/A—6,501-6,501-100%$506.4K———
BNP Paribas Financial Markets
N/A—6,096-6,096-100%$522.2K———
HighPoint Advisor Group LLC
N/A—5,878-5,878-100%$503.5K———
Kovack Advisors, Inc.
N/A—5,692-5,692-100%$487.5K———
AlTi Global, Inc.
N/A—5,665-5,665-100%$485.3K———
Brookwood Investment Group LLC
N/A—5,364-5,364-100%$459.5K———
Mutual Advisors, LLC
N/A—5,316-5,316-100%$455.4K———
Fort Sheridan Advisors LLC
N/A—5,218-5,218-100%$447.0K———
First Foundation Advisors
N/A—5,211-5,211-100%$446.4K———
Pathstone Holdings, LLC
N/A—5,123-5,123-100%$438.8K———
EP Wealth Advisors, LLC
N/A—4,967-4,967-100%$425.5K———
PFG Investments, LLC
N/A—4,959-4,959-100%$424.8K———
Baird Financial Group, Inc.
N/A—4,843-4,843-100%$414.9K———
Forum Finance Group S.A.
N/A—4,825-4,825-100%$334———
Cahill Financial Advisors Inc
N/A—4,658-4,658-100%$399.0K———
Johnson Investment Counsel Inc
N/A—4,596-4,596-100%$393.7K———
Insigneo Advisory Services, LLC
N/A—4,458-4,458-100%$381.9K———
Ethos Financial Group, LLC
N/A—4,403-4,403-100%$377.2K———
Bluespring Wealth Management, LLC
N/A—4,247-4,247-100%$363.8K———
M3 Advisory Group, LLC
N/A—4,101-4,101-100%$351.3K———
Stonebridge Financial Group, LLC
N/A—4,099-4,099-100%$351.0K———
Level Four Advisory Services, LLC
N/A—4,026-4,026-100%$344.9K———
Dakota Wealth Management
N/A—3,933-3,933-100%$336.9K———
D. E. Shaw & Co., Inc.
N/A—3,850-3,850-100%$329.8K———
Clearwater Capital Advisors, LLC
N/A—3,818-3,818-100%$327.1K———
Harbour Investments, Inc.
N/A—3,779-3,779-100%$323.7K———
Nova Wealth Management, Inc.
N/A—3,504-3,504-100%$300.2K———
Wells Fargo & Company
N/A—3,473-3,473-100%$297.5K———
Berger Financial Group, Inc
N/A—3,405-3,405-100%$291.7K———
Barometer Capital Management Inc.
N/A—3,400-3,400-100%$291.2K———
Wilson & Boucher Capital Management, LLC
N/A—3,375-3,375-100%$289.1K———
Kingsview Wealth Management, LLC
N/A—3,353-3,353-100%$287.2K———
Western Wealth Management, LLC
N/A—3,305-3,305-100%$283.1K———
Kintra Wealth, LLC
N/A—3,258-3,258-100%$277.0K———
Beaird Harris Wealth Management, LLC
N/A—3,084-3,084-100%$264.2K———
Integrated Wealth Concepts LLC
N/A—3,076-3,076-100%$263.5K———
Cresset Asset Management, LLC
N/A—2,997-2,997-100%$256.7K———
W1m Asset Management Ltd
N/A—2,950-2,950-100%$252.6K———
Financial Engines Advisors L.L.C.
N/A—2,892-2,892-100%$247.7K———
Beck Capital Management, LLC
N/A—2,870-2,870-100%$245.8K———
Keystone Financial Group
N/A—2,798-2,798-100%$239.7K———
Silver OAK Securities, Incorporated
N/A—2,762-2,762-100%$236.6K———
Sanctuary Advisors, LLC
N/A—2,727-2,727-100%$233.6K———
Performance Wealth Partners, LLC
N/A—2,700-2,700-100%$231.3K———
Merit Financial Group, LLC
N/A—2,563-2,563-100%$219.6K———
McGowan Group Asset Management, Inc.
N/A—2,448-2,448-100%$209.7K———
UBS Asset Management Americas LLC
N/A—2,288-2,288-100%$196.0K———
IFG Advisory, LLC
N/A—2,256-2,256-100%$193.3K———
BlackRock, Inc.
N/A—2,104-2,104-100%$180.2K———
Winch Advisory Services, LLC
N/A—1,889-1,889-100%$161.8K———
Bank of Montreal
N/A—1,587-1,587-100%$135.9K———
Banque Transatlantique SA
N/A—1,534-1,534-100%$104.1K———
Allied Private Wealth LLC
N/A—1,005-1,005-100%$81.5K———
Ancora Advisors LLCA
N/A—944-944-100%$80.9K———
Bartlett & Co. Wealth Management LLC
N/A—800-800-100%$68.5K———
Allworth Financial LP
N/A—704-704-100%$60.3K———
Aberdeen Wealth Management LLC
N/A—700-700-100%$60.0K———
Qube Research & Technologies Ltd
N/A—697-697-100%$59.7K———
Strategic Wealth Partners, Ltd.
N/A—600-600-100%$51.4K———
Atlas Capital Advisors Inc.
N/A—556-556-100%$47.6K———
LOM Asset Management Ltd
N/A—550-550-100%$47.1K———
Global Retirement Partners, LLC
N/A—548-548-100%$46.9K———
Crews Bank & Trust
N/A—529-529-100%$45.3K———
Huntington National Bank
N/A—524-524-100%$44.9K———
Bellevue Asset Management, LLC
N/A—519-519-100%$44.5K———
Ameriflex Group, Inc.
N/A—455-455-100%$39.0K———
JDM Financial Group LLC
N/A—396-396-100%$33.9K———
Fiduciary Financial Advisors
N/A—371-371-100%$31.8K———
SHP Wealth Management
N/A—337-337-100%$28.9K———
Osbon Capital Management LLC
N/A—281-281-100%$24.1K———
Migdal Insurance & Financial Holdings Ltd.
N/A—230-230-100%$19.7K———
Capital Analysts, LLC
N/A—200-200-100%$17.0K———
Manning & Napier Advisors LLC
N/A—200-200-100%$16.7K———
Atlantic Union Bankshares Corp
N/A—176-176-100%$15.1K———
Aptus Capital Advisors, LLC
N/A—152-152-100%$13.0K———
Jones Financial Companies Lllp
N/A—150-150-100%$12.3K———
BFC Planning, Inc.
N/A—145-145-100%$12.4K———
Colonial Trust Advisors
N/A—119-119-100%$10.2K———
Russell Investments Group, Ltd.
N/A—102-102-100%$8.7K———
Roble, Belko & Company, Inc
N/A—87-87-100%$7———
Glen Eagle Advisors, LLC
N/A—80-80-100%$6.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—79-79-100%$6.8K———
Kilter Group LLC
N/A—77-77-100%$6.6K———
Fourth Dimension Wealth, LLC
N/A—64-64-100%$5.5K———
Anchor Investment Management, LLC
N/A—50-50-100%$4.3K———
Clearstead Advisors, LLC
N/A—33-33-100%$2.8K———
Glassman Wealth Services
N/A—30-30-100%$2.6K———
Cordant, Inc.
N/A—25-25-100%$2.1K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—20-20-100%$1.7K———
HM Payson & Co
N/A—19-19-100%$1.6K———
Coston, McIsaac & Partners
N/A—5-5-100%$0———
Showing 338 of 338 institutions