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Fidelity Msci Cons Stap Indx (FSTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares1,393,974 from 1,321,529
Change+72,445 (+5%)
Value$70.9M (+$1.4M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares522,632 from 466,281
Change+56,351 (+12%)
Value$26.6M (+$2.1M)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares457,852 from 514,033
Change-56,181 (-11%)
Value$23.3M (-$3.7M)
Filed 2026-11-03
Compass Financial Group, Inc
INCREASED
Shares359,370 from 354,202
Change+5,168 (+1%)
Value$18.3M (-$339.4K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares292,616 from 407,070
Change-114,454 (-28%)
Value$14.9M (-$6.5M)
Filed 2026-11-02
Marotta Asset Management
INCREASED
Shares258,975 from 220,729
Change+38,246 (+17%)
Value$13.2M (+$1.6M)
Filed 2026-10-02
Certified Advisory Corp
INCREASED
Shares221,068 from 219,172
Change+1,896 (+1%)
Value$11.2M (-$276.2K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares215,972 from 207,592
Change+8,380 (+4%)
Value$11.0M (+$73.1K)
Filed 2026-11-05
Fischer Financial Services, Inc.
INCREASED
Shares151,460 from 147,158
Change+4,302 (+3%)
Value$7.7M (-$31.5K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares144,092 from 139,634
Change+4,458 (+3%)
Value$7.3M (-$10.7K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares115,493 from 105,769
Change+9,724 (+9%)
Value$5.9M (+$314.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares71,432 from 75,637
Change-4,205 (-6%)
Value$3.6M (-$342.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares70,444 from 71,637
Change-1,193 (-2%)
Value$3.6M (-$182.4K)
Filed 2026-11-05
Southern Capital Advisors, LLC
INCREASED
Shares67,715 from 65,003
Change+2,712 (+4%)
Value$3.4M (+$27.4K)
Filed 2026-10-26
Roxbury Financial LLC
INCREASED
Shares59,140 from 56,809
Change+2,331 (+4%)
Value$3.0M (+$21.9K)
Filed 2026-10-01
Yoder Wealth Management, Inc.
INCREASED
Shares50,215 from 47,769
Change+2,446 (+5%)
Value$2.6M (+$43.1K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares45,255 from 46,372
Change-1,117 (-2%)
Value$2.3M (-$135.6K)
Filed 2026-11-04
Lynch & Associates
INCREASED
Shares37,963 from 35,666
Change+2,297 (+6%)
Value$1.9M (+$56.1K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
INCREASED
Shares35,689 from 35,042
Change+647 (+2%)
Value$1.8M (-$26.7K)
Filed 2026-10-22
Herbst Group, LLC
DECREASED
Shares29,766 from 38,555
Change-8,789 (-23%)
Value$1.5M (-$512.4K)
Filed 2026-10-20
Heck Capital Advisors, LLC
INCREASED
Shares29,660 from 26,459
Change+3,201 (+12%)
Value$1.5M (+$117.7K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares28,397 from 28,021
Change+376 (+1%)
Value$1.4M (-$28.5K)
Filed 2026-11-02
Atlas Brown,Inc.
DECREASED
Shares25,396 from 25,677
Change-281 (-1%)
Value$1.3M (-$57.9K)
Filed 2026-10-09
Sigma Planning Corp
DECREASED
Shares23,852 from 31,832
Change-7,980 (-25%)
Value$1.2M (-$460.2K)
Filed 2026-10-23
Smith Salley Wealth Management
DECREASED
Shares23,261 from 23,280
Change-19 (0%)
Value$1.2M (-$40.5K)
Filed 2026-11-03
KDK Private Wealth Management, LLC
DECREASED
Shares21,779 from 21,799
Change-20 (0%)
Value$1.1M (-$38.1K)
Filed 2026-11-03
Financial Partners Group, Inc
INCREASED
Shares21,340 from 11,502
Change+9,838 (+86%)
Value$1.1M (+$480.6K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares20,048 from 18,048
Change+2,000 (+11%)
Value$1.0M (+$71.0K)
Filed 2026-11-06
Meridian Wealth Management, LLC
INCREASED
Shares19,541 from 16,043
Change+3,498 (+22%)
Value$993.5K (+$150.5K)
Filed 2026-11-05
American National Bank & Trust
INCREASED
Shares17,062 from 16,165
Change+897 (+6%)
Value$867.4K (+$18.3K)
Filed 2026-10-07
Sweeney & Michel, LLC
DECREASED
Shares16,890 from 18,312
Change-1,422 (-8%)
Value$858.7K (-$127.8K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares16,724 from 4,235
Change+12,489 (+295%)
Value$850.2K (+$627.7K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares16,258 from 15,050
Change+1,208 (+8%)
Value$826.5K (+$35.8K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares16,064 from 27,264
Change-11,200 (-41%)
Value$816.7K (-$615.8K)
Filed 2026-10-15
Partners Wealth Management, LLC
DECREASED
Shares14,683 from 14,696
Change-13 (0%)
Value$746.5K (-$25.7K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares13,748 from 14,130
Change-382 (-3%)
Value$699.0K (-$43.4K)
Filed 2026-10-30
Clear Wave Wealth Management LLC
DECREASED
Shares13,729 from 14,486
Change-757 (-5%)
Value$698.0K (-$63.1K)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares13,229 from 8,060
Change+5,169 (+64%)
Value$672.6K (+$249.1K)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares13,200 from 6,113
Change+7,087 (+116%)
Value$671.1K (+$349.9K)
Filed 2026-11-04
Curran Financial Partners, LLC
DECREASED
Shares12,251 from 13,141
Change-890 (-7%)
Value$622.8K (-$67.6K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares12,037 from 6,026
Change+6,011 (+100%)
Value$612.0K (+$287.2K)
Filed 2026-11-06
Acorn Financial Advisory Services Inc
DECREASED
Shares11,480 from 11,587
Change-107 (-1%)
Value$583.6K (-$25.1K)
Filed 2026-11-02
Demars Financial Group, LLC
DECREASED
Shares10,595 from 10,703
Change-108 (-1%)
Value$538.6K (-$23.7K)
Filed 2026-10-22
Walker Financial Services, Inc.
DECREASED
Shares10,480 from 13,343
Change-2,863 (-21%)
Value$532.8K (-$168.2K)
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares9,892 from 7,174
Change+2,718 (+38%)
Value$502.9K (+$126.0K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED
Shares9,670 from 9,670
Change0 (0%)
Value$491.6K (-$16.4K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares9,002 from 5,941
Change+3,061 (+52%)
Value$457.7K (+$145.5K)
Filed 2026-10-15
Level Four Advisory Services, LLC
NEW
Shares8,989
Change+8,989
Value$457.0K
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
DECREASED
Shares8,564 from 8,669
Change-105 (-1%)
Value$435.4K (-$20.1K)
Filed 2026-10-08
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares8,510 from 8,510
Change0 (0%)
Value$432.6K (-$14.5K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares8,281 from 8,198
Change+83 (+1%)
Value$421.0K (-$9.7K)
Filed 2026-10-08
Soltis Investment Advisors LLC
INCREASED
Shares8,085 from 7,915
Change+170 (+2%)
Value$411.1K (-$4.8K)
Filed 2026-10-28
TrueWealth Advisors, LLC
UNCHANGED
Shares8,021 from 8,021
Change0 (0%)
Value$407.8K (-$13.6K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares7,954 from 8,156
Change-202 (-2%)
Value$404.4K (-$24.1K)
Filed 2026-10-22
Roman Butler Fullerton & Co
DECREASED
Shares7,857 from 7,858
Change-1 (0%)
Value$433.3K (+$13.7K)
Filed 2026-10-27
Castleview Partners, LLC
INCREASED
Shares7,268 from 7,134
Change+134 (+2%)
Value$369.5K (-$5.3K)
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares7,023 from 7,648
Change-625 (-8%)
Value$357.0K (-$44.8K)
Filed 2026-10-26
Sage Investment Advisers LLC
INCREASED
Shares6,893 from 6,556
Change+337 (+5%)
Value$350.4K (+$6.0K)
Filed 2026-10-21
Grey Ledge Advisors, LLC
UNCHANGED
Shares6,343 from 6,343
Change0 (0%)
Value$322.5K (-$10.8K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares6,276 from 6,194
Change+82 (+1%)
Value$319 (-$6)
Filed 2026-10-02
LongView Wealth Management
INCREASED
Shares6,083 from 6,069
Change+14 (+0%)
Value$309.3K (-$9.6K)
Filed 2026-10-19
Bank of New York Mellon Corp
NEW
Shares5,549
Change+5,549
Value$282.1K
Filed 2026-11-05
Buska Wealth Management, LLC
DECREASED
Shares4,970 from 7,099
Change-2,129 (-30%)
Value$252.7K (-$120.3K)
Filed 2026-10-08
Redwood Financial Network Corp
INCREASED
Shares4,929 from 4,730
Change+199 (+4%)
Value$250.6K (+$2.1K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares4,832 from 5,977
Change-1,145 (-19%)
Value$245.7K (-$68.4K)
Filed 2026-11-03
Schmidt P J Investment Management Inc
INCREASED
Shares4,678 from 4,587
Change+91 (+2%)
Value$237.8K (-$3.2K)
Filed 2026-11-02
Pathway Financial Advisers, LLC
DECREASED
Shares4,626 from 4,952
Change-326 (-7%)
Value$235.2K (-$25.0K)
Filed 2026-10-27
Bright Futures Wealth Management, Llc.
INCREASED
Shares4,609 from 4,531
Change+78 (+2%)
Value$234.3K (-$3.7K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,570 from 4,570
Change0 (0%)
Value$232.3K (-$7.8K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares4,512 from 4,405
Change+107 (+2%)
Value$229.4K (-$2.0K)
Filed 2026-11-06
Thompson Siegel & Walmsley LLC
NEW
Shares4,330
Change+4,330
Value$220.0K
Filed 2026-11-05
Avondale Wealth Management
NEW
Shares4,300
Change+4,300
Value$218.6K
Filed 2026-10-15
Westhampton Capital, LLC
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$211.5K (-$7.1K)
Filed 2026-10-30
RDA Financial Network
NEW
Shares4,035
Change+4,035
Value$205.1K
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares3,934 from 3,999
Change-65 (-2%)
Value$200.0K (-$10.1K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares3,640 from 3,639
Change+1 (+0%)
Value$185.0K (-$6.2K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,986 from 2,986
Change0 (0%)
Value$151.8K (-$5.1K)
Filed 2026-10-05
AlphaCore Capital LLC
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$145.4K (-$4.9K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares2,625 from 1,923
Change+702 (+37%)
Value$137.9K (+$36.9K)
Filed 2026-11-06
Piscataqua Savings Bank
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$111.8K (-$3.7K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares1,795 from 7,925
Change-6,130 (-77%)
Value$91.3K (-$325.1K)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares1,562 from 2,148
Change-586 (-27%)
Value$79.4K (-$33.5K)
Filed 2026-10-21
Bokf, NA
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$78.0K (-$2.6K)
Filed 2026-10-27
High Point Wealth Management, LLC
INCREASED
Shares1,073 from 1,067
Change+6 (+1%)
Value$54.6K (-$1.5K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$53.6K (-$1.8K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares1,044 from 1,148
Change-104 (-9%)
Value$53.1K (-$7.3K)
Filed 2026-10-30
TFC Financial Management, Inc.
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$46.0K (-$1.5K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$41.9K (-$1.4K)
Filed 2026-11-02
EPG Wealth Management LLC
INCREASED
Shares688 from 685
Change+3 (+0%)
Value$35.0K (-$1.0K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$26.0K (-$850)
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$23.9K (-$800)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$22.1K (-$739)
Filed 2026-10-23
Mascoma Wealth Management LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$21.6K (-$721)
Filed 2026-10-23
Godsey & Gibb, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.3K (-$680)
Filed 2026-10-14
Nfsg Corp
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$17.4K (-$583)
Filed 2026-10-15
Rossby Financial, LCC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$17.1K (-$571)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$15.7K (-$523)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$14.0K (-$468)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$12.1K (-$404)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$11.5K (-$384)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$10 (-$1)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$7.0K (-$233)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares132 from 131
Change+1 (+1%)
Value$6.7K (-$187)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$6.0K (-$201)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares107
Change+107
Value$5.4K
Filed 2026-11-04
Concord Wealth Partners
INCREASED
Shares105 from 104
Change+1 (+1%)
Value$5.3K (-$147)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares102
Change+102
Value$5.2K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares93
Change+93
Value$4.7K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$4.2K (-$139)
Filed 2026-10-14
Nvest Wealth Strategies, Inc.
NEW
Shares71
Change+71
Value$3.6K
Filed 2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.9K (-$97)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.5K (-$85)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$2.4K (-$67)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.6K (-$52)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares27
Change+27
Value$1.4K
Filed 2026-10-13
Birchbrook, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.3K (-$43)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K (-$39)
Filed 2026-10-16
Compass Financial Management LLC
NEW
Shares15
Change+15
Value$763
Filed 2026-10-30
Mondrian Investment Partners LTD
NEW
Shares6
Change+6
Value$308
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$204 (-$7)
Filed 2026-10-27
Great Lakes Advisors, LLC
NEW
Shares1
Change+1
Value$48
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 8,635
Change-8,635 (-100%)
Value$0 (-$453.7K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 4,425
Change-4,425 (-100%)
Value$0 (-$234.9K)
Filed 2026-10-13
RMG Wealth Management LLC
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$93.2K)
Filed 2026-10-26
Coston, McIsaac & Partners
CLOSED
Shares0 from 647
Change-647 (-100%)
Value$0 (-$34.0K)
Filed 2026-11-06
SYM Financial Corp
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-26
Caldwell Trust Co
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-28
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$422)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$527.9K (-$28.7K)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 2,824,061
Change-2,824,061 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 474,781
Change-474,781 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 224,727
Change-224,727 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 164,069
Change-164,069 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 150,010
Change-150,010 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 100,967
Change-100,967 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 98,689
Change-98,689 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 96,336
Change-96,336 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 95,871
Change-95,871 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 95,576
Change-95,576 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 87,632
Change-87,632 (-100%)
Value—
UBS Group AG
N/A
Shares— from 86,933
Change-86,933 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 84,762
Change-84,762 (-100%)
Value—
FMR LLC
N/A
Shares— from 81,631
Change-81,631 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 78,147
Change-78,147 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 74,870
Change-74,870 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 69,794
Change-69,794 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 64,507
Change-64,507 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 64,341
Change-64,341 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 58,932
Change-58,932 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,906
Change-56,906 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,633
Change-46,633 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,460
Change-43,460 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 35,774
Change-35,774 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 35,079
Change-35,079 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,884
Change-31,884 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 31,817
Change-31,817 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,244
Change-31,244 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,435
Change-30,435 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 27,072
Change-27,072 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 26,750
Change-26,750 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 25,802
Change-25,802 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,447
Change-24,447 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,654
Change-22,654 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,415
Change-21,415 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,801
Change-19,801 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,618
Change-16,618 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 15,777
Change-15,777 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,777
Change-15,777 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 13,860
Change-13,860 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,075
Change-13,075 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,391
Change-11,391 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,841
Change-9,841 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 893
Change-893 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 700
Change-700 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 648
Change-648 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Blair William & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 197
Change-197 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 162
Change-162 (-100%)
Value—
Motco
N/A
Shares— from 141
Change-141 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 80
Change-80 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Lido Advisors, LLC
INCREASED1,393,9741,321,529+72,445+5%$69.4M$70.9M+$1.4M2026-11-04
LPL Financial LLC
INCREASED522,632466,281+56,351+12%$24.5M$26.6M+$2.1M2026-11-06
AGF Management LTD
DECREASED457,852514,033-56,181-11%$27.0M$23.3M-$3.7M2026-11-03
Compass Financial Group, Inc
INCREASED359,370354,202+5,168+1%$18.6M$18.3M-$339.4K2026-10-13
Commonwealth Equity Services, LLC
DECREASED292,616407,070-114,454-28%$21.4M$14.9M-$6.5M2026-11-02
Marotta Asset Management
INCREASED258,975220,729+38,246+17%$11.6M$13.2M+$1.6M2026-10-02
Certified Advisory Corp
INCREASED221,068219,172+1,896+1%$11.5M$11.2M-$276.2K2026-10-29
Larson Financial Group LLC
INCREASED215,972207,592+8,380+4%$10.9M$11.0M+$73.1K2026-11-05
Fischer Financial Services, Inc.
INCREASED151,460147,158+4,302+3%$7.7M$7.7M-$31.5K2026-10-30
Financial Perspectives, Inc
INCREASED144,092139,634+4,458+3%$7.3M$7.3M-$10.7K2026-11-03
Kestra Advisory Services, LLC
INCREASED115,493105,769+9,724+9%$5.6M$5.9M+$314.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED71,43275,637-4,205-6%$4.0M$3.6M-$342.0K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED70,44471,637-1,193-2%$3.8M$3.6M-$182.4K2026-11-05
Southern Capital Advisors, LLC
INCREASED67,71565,003+2,712+4%$3.4M$3.4M+$27.4K2026-10-26
Roxbury Financial LLC
INCREASED59,14056,809+2,331+4%$3.0M$3.0M+$21.9K2026-10-01
Yoder Wealth Management, Inc.
INCREASED50,21547,769+2,446+5%$2.5M$2.6M+$43.1K2026-10-13
Citigroup Inc
DECREASED45,25546,372-1,117-2%$2.4M$2.3M-$135.6K2026-11-04
Lynch & Associates
INCREASED37,96335,666+2,297+6%$1.9M$1.9M+$56.1K2026-10-13
Beaumont Financial Advisors, LLC
INCREASED35,68935,042+647+2%$1.8M$1.8M-$26.7K2026-10-22
Herbst Group, LLC
DECREASED29,76638,555-8,789-23%$2.0M$1.5M-$512.4K2026-10-20
Heck Capital Advisors, LLC
INCREASED29,66026,459+3,201+12%$1.4M$1.5M+$117.7K2026-10-14
Creative Planning
INCREASED28,39728,021+376+1%$1.5M$1.4M-$28.5K2026-11-02
Atlas Brown,Inc.
DECREASED25,39625,677-281-1%$1.3M$1.3M-$57.9K2026-10-09
Sigma Planning Corp
DECREASED23,85231,832-7,980-25%$1.7M$1.2M-$460.2K2026-10-23
Smith Salley Wealth Management
DECREASED23,26123,280-190%$1.2M$1.2M-$40.5K2026-11-03
KDK Private Wealth Management, LLC
DECREASED21,77921,799-200%$1.1M$1.1M-$38.1K2026-11-03
Financial Partners Group, Inc
INCREASED21,34011,502+9,838+86%$604.3K$1.1M+$480.6K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED20,04818,048+2,000+11%$948.2K$1.0M+$71.0K2026-11-06
Meridian Wealth Management, LLC
INCREASED19,54116,043+3,498+22%$842.9K$993.5K+$150.5K2026-11-05
American National Bank & Trust
INCREASED17,06216,165+897+6%$849.2K$867.4K+$18.3K2026-10-07
Sweeney & Michel, LLC
DECREASED16,89018,312-1,422-8%$986.5K$858.7K-$127.8K2026-10-16
Signal Advisors Wealth, LLC
INCREASED16,7244,235+12,489+295%$222.5K$850.2K+$627.7K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED16,25815,050+1,208+8%$790.7K$826.5K+$35.8K2026-10-16
Mission Wealth Management, LP
DECREASED16,06427,264-11,200-41%$1.4M$816.7K-$615.8K2026-10-15
Partners Wealth Management, LLC
DECREASED14,68314,696-130%$772.1K$746.5K-$25.7K2026-10-28
Truist Financial Corp
DECREASED13,74814,130-382-3%$742.4K$699.0K-$43.4K2026-10-30
Clear Wave Wealth Management LLC
DECREASED13,72914,486-757-5%$761.1K$698.0K-$63.1K2026-11-04
Fisher Asset Management, LLC
INCREASED13,2298,060+5,169+64%$423.5K$672.6K+$249.1K2026-11-06
Csenge Advisory Group
INCREASED13,2006,113+7,087+116%$321.2K$671.1K+$349.9K2026-11-04
Curran Financial Partners, LLC
DECREASED12,25113,141-890-7%$690.4K$622.8K-$67.6K2026-11-04
Savant Capital, LLC
INCREASED12,0376,026+6,011+100%$324.8K$612.0K+$287.2K2026-11-06
Acorn Financial Advisory Services Inc
DECREASED11,48011,587-107-1%$608.8K$583.6K-$25.1K2026-11-02
Demars Financial Group, LLC
DECREASED10,59510,703-108-1%$562.4K$538.6K-$23.7K2026-10-22
Walker Financial Services, Inc.
DECREASED10,48013,343-2,863-21%$701.0K$532.8K-$168.2K2026-10-26
First Heartland Consultants, Inc.
INCREASED9,8927,174+2,718+38%$376.9K$502.9K+$126.0K2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED9,6709,67000%$508.1K$491.6K-$16.4K2026-11-06
Atria Investments, Inc
INCREASED9,0025,941+3,061+52%$312.1K$457.7K+$145.5K2026-10-15
Level Four Advisory Services, LLC
NEW8,989—+8,989——$457.0K—2026-11-06
Avidian Wealth Enterprises, LLC
DECREASED8,5648,669-105-1%$455.5K$435.4K-$20.1K2026-10-08
Stonebridge Financial Planning Group, LLC
UNCHANGED8,5108,51000%$447.1K$432.6K-$14.5K2026-11-06
Farther Finance Advisors, LLC
INCREASED8,2818,198+83+1%$430.7K$421.0K-$9.7K2026-10-08
Soltis Investment Advisors LLC
INCREASED8,0857,915+170+2%$415.9K$411.1K-$4.8K2026-10-28
TrueWealth Advisors, LLC
UNCHANGED8,0218,02100%$421.4K$407.8K-$13.6K2026-10-09
Brookstone Capital Management
DECREASED7,9548,156-202-2%$428.5K$404.4K-$24.1K2026-10-22
Roman Butler Fullerton & Co
DECREASED7,8577,858-10%$419.6K$433.3K+$13.7K2026-10-27
Castleview Partners, LLC
INCREASED7,2687,134+134+2%$374.8K$369.5K-$5.3K2026-10-09
Lanark Financial, Inc.
DECREASED7,0237,648-625-8%$401.8K$357.0K-$44.8K2026-10-26
Sage Investment Advisers LLC
INCREASED6,8936,556+337+5%$344.4K$350.4K+$6.0K2026-10-21
Grey Ledge Advisors, LLC
UNCHANGED6,3436,34300%$333.2K$322.5K-$10.8K2026-11-02
CX Institutional
INCREASED6,2766,194+82+1%$325$319-$62026-10-02
LongView Wealth Management
INCREASED6,0836,069+14+0%$318.8K$309.3K-$9.6K2026-10-19
Bank of New York Mellon Corp
NEW5,549—+5,549——$282.1K—2026-11-05
Buska Wealth Management, LLC
DECREASED4,9707,099-2,129-30%$373.0K$252.7K-$120.3K2026-10-08
Redwood Financial Network Corp
INCREASED4,9294,730+199+4%$248.5K$250.6K+$2.1K2026-11-03
RFG Advisory, LLC
DECREASED4,8325,977-1,145-19%$314.0K$245.7K-$68.4K2026-11-03
Schmidt P J Investment Management Inc
INCREASED4,6784,587+91+2%$241.0K$237.8K-$3.2K2026-11-02
Pathway Financial Advisers, LLC
DECREASED4,6264,952-326-7%$260.2K$235.2K-$25.0K2026-10-27
Bright Futures Wealth Management, Llc.
INCREASED4,6094,531+78+2%$238.1K$234.3K-$3.7K2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED4,5704,57000%$240.1K$232.3K-$7.8K2026-10-15
Merit Financial Group, LLC
INCREASED4,5124,405+107+2%$231.4K$229.4K-$2.0K2026-11-06
Thompson Siegel & Walmsley LLC
NEW4,330—+4,330——$220.0K—2026-11-05
Avondale Wealth Management
NEW4,300—+4,300——$218.6K—2026-10-15
Westhampton Capital, LLC
UNCHANGED4,1604,16000%$218.6K$211.5K-$7.1K2026-10-30
RDA Financial Network
NEW4,035—+4,035——$205.1K—2026-10-15
IFP Advisors, Inc
DECREASED3,9343,999-65-2%$210.1K$200.0K-$10.1K2026-10-16
Creative Financial Designs Inc
INCREASED3,6403,639+1+0%$191.2K$185.0K-$6.2K2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED2,9862,98600%$156.9K$151.8K-$5.1K2026-10-05
AlphaCore Capital LLC
UNCHANGED2,8602,86000%$150.3K$145.4K-$4.9K2026-11-04
Allworth Financial LP
INCREASED2,6251,923+702+37%$101.0K$137.9K+$36.9K2026-11-06
Piscataqua Savings Bank
UNCHANGED2,2002,20000%$115.6K$111.8K-$3.7K2026-10-21
Fifth Third Bancorp
DECREASED1,7957,925-6,130-77%$416.4K$91.3K-$325.1K2026-11-05
Assetmark, Inc
DECREASED1,5622,148-586-27%$112.9K$79.4K-$33.5K2026-10-21
Bokf, NA
UNCHANGED1,5351,53500%$80.6K$78.0K-$2.6K2026-10-27
High Point Wealth Management, LLC
INCREASED1,0731,067+6+1%$56.1K$54.6K-$1.5K2026-11-05
Asset Dedication, LLC
UNCHANGED1,0551,05500%$55.4K$53.6K-$1.8K2026-11-03
Spire Wealth Management
DECREASED1,0441,148-104-9%$60.3K$53.1K-$7.3K2026-10-30
TFC Financial Management, Inc.
UNCHANGED90590500%$47.5K$46.0K-$1.5K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED82582500%$43.3K$41.9K-$1.4K2026-11-02
EPG Wealth Management LLC
INCREASED688685+3+0%$36.0K$35.0K-$1.0K2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED51051000%$26.8K$26.0K-$8502026-10-13
Private Trust Co NA
UNCHANGED47147100%$24.7K$23.9K-$8002026-10-20
Tradewinds Capital Management, LLC
UNCHANGED43543500%$22.9K$22.1K-$7392026-10-23
Mascoma Wealth Management LLC
UNCHANGED42442400%$22.3K$21.6K-$7212026-10-23
Godsey & Gibb, Inc
UNCHANGED40040000%$21.0K$20.3K-$6802026-10-14
Nfsg Corp
UNCHANGED34334300%$18.0K$17.4K-$5832026-10-15
Rossby Financial, LCC
UNCHANGED33633600%$17.7K$17.1K-$5712026-11-05
Gables Capital Management Inc.
UNCHANGED30830800%$16.2K$15.7K-$5232026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED27527500%$14.4K$14.0K-$4682026-11-05
Abound Wealth Management
UNCHANGED23823800%$12.5K$12.1K-$4042026-10-26
Parallel Advisors, LLC
UNCHANGED22622600%$11.9K$11.5K-$3842026-11-03
Avion Wealth
UNCHANGED21521500%$11$10-$12026-11-04
Signature Resources Capital Management, LLC
UNCHANGED13713700%$7.2K$7.0K-$2332026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED132131+1+1%$6.9K$6.7K-$1872026-11-03
1620 Investment Advisors, Inc.
UNCHANGED11811800%$6.2K$6.0K-$2012026-11-04
Allspring Global Investments Holdings, LLC
NEW107—+107——$5.4K—2026-11-04
Concord Wealth Partners
INCREASED105104+1+1%$5.5K$5.3K-$1472026-11-02
Root Financial Partners, LLC
NEW102—+102——$5.2K—2026-10-21
Latitude Advisors, LLC
NEW93—+93——$4.7K—2026-10-27
Triumph Capital Management
UNCHANGED828200%$4.3K$4.2K-$1392026-10-14
Nvest Wealth Strategies, Inc.
NEW71—+71——$3.6K—2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED575700%$3.0K$2.9K-$972026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED505000%$2.6K$2.5K-$852026-11-04
Tounjian Advisory Partners, LLC
INCREASED4847+1+2%$2.5K$2.4K-$672026-11-04
Wolff Wiese Magana LLC
UNCHANGED313100%$1.6K$1.6K-$522026-10-15
Rydar Equities, Inc.
NEW27—+27——$1.4K—2026-10-13
Birchbrook, Inc.
UNCHANGED252500%$1.3K$1.3K-$432026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED232300%$1.2K$1.2K-$392026-10-16
Compass Financial Management LLC
NEW15—+15——$763—2026-10-30
Mondrian Investment Partners LTD
NEW6—+6——$308—2026-10-23
Parkside Financial Bank & Trust
UNCHANGED4400%$211$204-$72026-10-27
Great Lakes Advisors, LLC
NEW1—+1——$48—2026-11-06
Robertson Stephens Wealth Management, LLC
CLOSED08,635-8,635-100%$453.7K$0-$453.7K2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED04,425-4,425-100%$234.9K$0-$234.9K2026-10-13
RMG Wealth Management LLC
CLOSED0890-890-100%$93.2K$0-$93.2K2026-10-26
Coston, McIsaac & Partners
CLOSED0647-647-100%$34.0K$0-$34.0K2026-11-06
SYM Financial Corp
CLOSED0395-395-100%$20.8K$0-$20.8K2026-10-26
Caldwell Trust Co
CLOSED0200-200-100%$10.5K$0-$10.5K2026-10-30
Simplex Trading, LLC
CLOSED0129-129-100%$6.8K$0-$6.8K2026-11-04
Financial Network Wealth Advisors LLC
CLOSED090-90-100%$4.7K$0-$4.7K2026-10-28
Bear Mountain Capital, Inc.
CLOSED08-8-100%$422$0-$4222026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$556.6K$527.9K-$28.7K2026-10-29
Charles Schwab Investment Management Inc
N/A—2,824,061-2,824,061-100%$148.4M———
Osaic Holdings, Inc.
N/A—474,781-474,781-100%$25.0M———
Morgan Stanley
N/A—224,727-224,727-100%$11.8M———
Goldman Sachs Group Inc
N/A—164,069-164,069-100%$8.6M———
BNP Paribas Financial Markets
N/A—150,010-150,010-100%$7.9M———
CacheTech Inc.
N/A—100,967-100,967-100%$5.3M———
Bellwether Advisors, LLC
N/A—98,689-98,689-100%$5.2M———
Atlas Capital Advisors Inc.
N/A—96,336-96,336-100%$5.1M———
Adams Wealth Management
N/A—95,871-95,871-100%$5.0M———
Stifel Financial Corp
N/A—95,576-95,576-100%$5.0M———
NorthCoast Asset Management LLC
N/A—87,632-87,632-100%$4.6M———
UBS Group AG
N/A—86,933-86,933-100%$4.6M———
NewEdge Advisors, LLC
N/A—84,762-84,762-100%$4.5M———
FMR LLC
N/A—81,631-81,631-100%$4.3M———
Arkadios Wealth Advisors
N/A—78,147-78,147-100%$4.1M———
Mercer Global Advisors Inc
N/A—74,870-74,870-100%$3.9M———
Lifeworks Advisors, LLC
N/A—69,794-69,794-100%$3.7M———
Bank of America Corp
N/A—64,507-64,507-100%$3.4M———
Envestnet Asset Management Inc
N/A—64,341-64,341-100%$3.4M———
Advisory Services Network, LLC
N/A—58,932-58,932-100%$3.1M———
Cetera Investment Advisers
N/A—56,906-56,906-100%$3.0M———
Raymond James Financial Inc
N/A—46,633-46,633-100%$2.5M———
Susquehanna International Group, LLP
N/A—43,460-43,460-100%$2.3M———
Arax Advisory Partners
N/A—35,774-35,774-100%$1.9M———
Wells Fargo & Company
N/A—35,079-35,079-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—31,884-31,884-100%$1.7M———
Ameriprise Financial Inc
N/A—31,817-31,817-100%$1.7M———
JPMorgan Chase & Co
N/A—31,244-31,244-100%$1.7M———
Royal Bank of Canada
N/A—30,435-30,435-100%$1.6M———
Jones Financial Companies Lllp
N/A—27,072-27,072-100%$1.4M———
Gotham Asset Management, LLC
N/A—26,750-26,750-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—25,802-25,802-100%$1.4M———
Snowden Capital Advisors LLC
N/A—24,447-24,447-100%$1.3M———
Northwestern Mutual Wealth Management Co
N/A—22,654-22,654-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—21,415-21,415-100%$1.1M———
Jacobs Equity LLC
N/A—21,241-21,241-100%$1.1M———
OneAscent Financial Services LLC
N/A—20,952-20,952-100%$1.1M———
Principal Securities, Inc.
N/A—19,801-19,801-100%$1.0M———
MML Investors Services, LLC
N/A—16,618-16,618-100%$873.1K———
Nova Wealth Management, Inc.
N/A—16,607-16,607-100%$872.5K———
Fortis Capital Advisors, LLC
N/A—15,777-15,777-100%$828.9K———
Belpointe Asset Management LLC
N/A—15,777-15,777-100%$828.9K———
Maxele Advisors, LLC
N/A—13,860-13,860-100%$728.2K———
Mariner, LLC
N/A—13,075-13,075-100%$687.0K———
Ameritas Advisory Services, LLC
N/A—11,391-11,391-100%$598.5K———
Stock Yards Bank & Trust Co
N/A—11,244-11,244-100%$590.8K———
HighTower Advisors, LLC
N/A—9,841-9,841-100%$517.0K———
O'shaughnessy Asset Management, LLC
N/A—8,913-8,913-100%$468.3K———
Pgim Custom Harvest LLC
N/A—8,758-8,758-100%$460.2K———
Pacific SUN Financial Corp
N/A—8,487-8,487-100%$445.9K———
Tower Research Capital LLC (TRC)
N/A—7,981-7,981-100%$419.3K———
Independent Advisor Alliance
N/A—7,440-7,440-100%$390.9K———
BFC Planning, Inc.
N/A—6,015-6,015-100%$316.0K———
XTX Topco Ltd
N/A—5,832-5,832-100%$306.4K———
FLC Capital Advisors
N/A—5,001-5,001-100%$262.8K———
Talon Private Wealth, LLC
N/A—4,376-4,376-100%$229.9K———
Quantinno Capital Management LP
N/A—4,345-4,345-100%$228.3K———
AE Wealth Management LLC
N/A—4,331-4,331-100%$227.6K———
D. E. Shaw & Co., Inc.
N/A—4,220-4,220-100%$221.7K———
Summit Financial, LLC
N/A—4,159-4,159-100%$218.5K———
Janney Montgomery Scott LLC
N/A—4,136-4,136-100%$217.0K———
AssuredPartners Investment Advisors, LLC
N/A—4,117-4,117-100%$216.3K———
Private Advisor Group, LLC
N/A—3,919-3,919-100%$205.9K———
Qube Research & Technologies Ltd
N/A—3,852-3,852-100%$202.4K———
Centaurus Financial, Inc.
N/A—3,580-3,580-100%$188.0K———
Global Retirement Partners, LLC
N/A—3,055-3,055-100%$160.5K———
Purpose Unlimited Inc.
N/A—2,602-2,602-100%$136.7K———
EP Wealth Advisors, LLC
N/A—2,001-2,001-100%$105.1K———
Harbour Investments, Inc.
N/A—1,926-1,926-100%$101.2K———
BlackRock, Inc.
N/A—1,744-1,744-100%$91.6K———
Atlantic Union Bankshares Corp
N/A—1,478-1,478-100%$77.7K———
Federation des caisses Desjardins du Quebec
N/A—1,411-1,411-100%$74.1K———
Colonial Trust Co / SC
N/A—1,300-1,300-100%$68.3K———
Allied Private Wealth LLC
N/A—1,126-1,126-100%$60.0K———
Dunhill Financial, LLC
N/A—997-997-100%$52.4K———
Fiduciary Financial Advisors
N/A—893-893-100%$46.9K———
Medallion Wealth Advisors, LLC
N/A—750-750-100%$39.4K———
National Bank of Canada
N/A—700-700-100%$36.8K———
SHP Wealth Management
N/A—648-648-100%$34.0K———
Smartleaf Asset Management LLC
N/A—548-548-100%$29.2K———
Capital Analysts, LLC
N/A—479-479-100%$25.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—302-302-100%$15.9K———
Blair William & Co
N/A—200-200-100%$10.5K———
Hantz Financial Services, Inc.
N/A—200-200-100%$11———
Regatta Research & Money Management
N/A—197-197-100%$10.4K———
Heritage Wealth Advisors
N/A—162-162-100%$8.5K———
Motco
N/A—141-141-100%$7.4K———
HighMark Wealth Management LLC
N/A—100-100-100%$5.3K———
Geneos Wealth Management Inc.
N/A—94-94-100%$5.0K———
Bank of Montreal
N/A—80-80-100%$3.9K———
Oakmont Advisory Group, LLC
N/A—61-61-100%$3.2K———
Sankala Group LLC
N/A—50-50-100%$2.7K———
Continuum Advisory, LLC
N/A—26-26-100%$1.4K———
LRI Investments, LLC
N/A—21-21-100%$1.1K———
IFG Advisory, LLC
N/A—21-21-100%$1.1K———
CVA Family Office, LLC
N/A—10-10-100%$525———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$283———
Huntington National Bank
N/A—1-1-100%$53———
GW&K Investment Management, LLC
N/A—1-1-100%$0———
Cordant, Inc.
N/A—00—$26———
Showing 231 of 231 institutions