Fidelity Msci Indust Indx (FIDU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Lido Advisors, LLC

INCREASED

Shares1,813,017 from 1,672,011

Change+141,006 (+8%)

Value$160.6M (-$6.0M)

Filed 2026-11-04

AGF Management LTD

INCREASED

Shares516,053 from 510,373

Change+5,680 (+1%)

Value$45.7M (-$5.1M)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares330,954 from 400,727

Change-69,773 (-17%)

Value$29.3M (-$10.6M)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares302,184 from 285,843

Change+16,341 (+6%)

Value$26.8M (-$1.7M)

Filed 2026-11-06

Independence Financial Advisors, LLC

INCREASED

Shares142,295 from 136,325

Change+5,970 (+4%)

Value$12.6M (-$974.8K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares135,327 from 124,721

Change+10,606 (+9%)

Value$12.0M (-$436.1K)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares113,275 from 106,256

Change+7,019 (+7%)

Value$10.0M (-$545.0K)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

INCREASED

Shares104,409 from 100,169

Change+4,240 (+4%)

Value$9.2M (-$729.3K)

Filed 2026-11-06

Yoder Wealth Management, Inc.

INCREASED

Shares86,000 from 79,748

Change+6,252 (+8%)

Value$7.6M (-$325.8K)

Filed 2026-10-13

Traynor Capital Management, Inc.

INCREASED

Shares65,120 from 62,990

Change+2,130 (+3%)

Value$5.8M (-$506.2K)

Filed 2026-10-29

Fischer Financial Services, Inc.

INCREASED

Shares62,774 from 59,946

Change+2,828 (+5%)

Value$5.6M (-$410.7K)

Filed 2026-10-30

Citigroup Inc

INCREASED

Shares46,622 from 27,488

Change+19,134 (+70%)

Value$4.1M (+$1.4M)

Filed 2026-11-04

Penobscot Wealth Management

INCREASED

Shares42,442 from 39,321

Change+3,121 (+8%)

Value$3.8M (-$157.2K)

Filed 2026-10-21

Signal Advisors Wealth, LLC

INCREASED

Shares35,294 from 11,626

Change+23,668 (+204%)

Value$3.1M (+$2.0M)

Filed 2026-10-13

Cambiar Investors LLC

NEW

Shares33,945

Change+33,945

Value$3.0M

Filed 2026-11-04

Smith Salley Wealth Management

DECREASED

Shares30,567 from 30,587

Change-20 (0%)

Value$2.7M (-$339.2K)

Filed 2026-11-03

EPG Wealth Management LLC

INCREASED

Shares28,377 from 28,310

Change+67 (+0%)

Value$2.5M (-$306.4K)

Filed 2026-11-03

Clear Creek Financial Management, LLC

INCREASED

Shares28,327 from 26,946

Change+1,381 (+5%)

Value$2.5M (-$174.9K)

Filed 2026-10-28

Lynch & Associates

INCREASED

Shares26,761 from 26,515

Change+246 (+1%)

Value$2.4M (-$270.7K)

Filed 2026-10-13

KDK Private Wealth Management, LLC

DECREASED

Shares25,844 from 25,867

Change-23 (0%)

Value$2.3M (-$287.3K)

Filed 2026-11-03

Hanseatic Management Services Inc

INCREASED

Shares24,669 from 22,799

Change+1,870 (+8%)

Value$2.2M (-$85.8K)

Filed 2026-10-27

RFG Advisory, LLC

NEW

Shares23,838

Change+23,838

Value$2.1M

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares22,658 from 17,793

Change+4,865 (+27%)

Value$2.0M (+$235.0K)

Filed 2026-11-02

Fifth Third Securities, Inc.

INCREASED

Shares22,282 from 21,023

Change+1,259 (+6%)

Value$2.0M (-$120.4K)

Filed 2026-10-21

Meridian Wealth Management, LLC

INCREASED

Shares19,011 from 16,643

Change+2,368 (+14%)

Value$1.7M (+$26.1K)

Filed 2026-11-05

Buska Wealth Management, LLC

DECREASED

Shares18,227 from 29,049

Change-10,822 (-37%)

Value$1.6M (-$1.3M)

Filed 2026-10-08

Merit Financial Group, LLC

INCREASED

Shares18,138 from 15,801

Change+2,337 (+15%)

Value$1.6M (+$32.7K)

Filed 2026-11-06

Virtue Capital Management, LLC

INCREASED

Shares18,105 from 15,646

Change+2,459 (+16%)

Value$1.6M (+$45.2K)

Filed 2026-10-29

Beaumont Financial Advisors, LLC

INCREASED

Shares17,748 from 16,426

Change+1,322 (+8%)

Value$1.6M (-$64.1K)

Filed 2026-10-22

American National Bank & Trust

INCREASED

Shares16,927 from 16,072

Change+855 (+5%)

Value$1.5M (-$101.4K)

Filed 2026-10-07

Trail Ridge Investment Advisors, LLC

INCREASED

Shares16,831 from 16,732

Change+99 (+1%)

Value$1.5M (-$175.7K)

Filed 2026-10-16

Roxbury Financial LLC

INCREASED

Shares14,777 from 14,605

Change+172 (+1%)

Value$1.3M (-$145.8K)

Filed 2026-10-01

Trust Co of Oklahoma

DECREASED

Shares14,705 from 15,975

Change-1,270 (-8%)

Value$1.3M (-$288.7K)

Filed 2026-10-15

Allspring Global Investments Holdings, LLC

NEW

Shares14,569

Change+14,569

Value$1.3M

Filed 2026-11-04

Level Four Advisory Services, LLC

INCREASED

Shares14,037 from 13,929

Change+108 (+1%)

Value$1.2M (-$144.1K)

Filed 2026-11-06

Smith Shellnut Wilson LLC

DECREASED

Shares13,979 from 15,744

Change-1,765 (-11%)

Value$1.2M (-$330.0K)

Filed 2026-10-21

VCI Wealth Management LLC

INCREASED

Shares12,048 from 8,743

Change+3,305 (+38%)

Value$1.1M (+$196.3K)

Filed 2026-10-29

Heck Capital Advisors, LLC

INCREASED

Shares11,387 from 11,217

Change+170 (+2%)

Value$1.0M (-$108.7K)

Filed 2026-10-14

Fifth Third Bancorp

INCREASED

Shares10,805 from 2,269

Change+8,536 (+376%)

Value$957.1K (+$731.1K)

Filed 2026-11-05

MGO One Seven LLC

DECREASED

Shares10,569 from 10,922

Change-353 (-3%)

Value$936.2K (-$151.7K)

Filed 2026-10-28

Mosley Wealth Management

INCREASED

Shares10,494 from 9,140

Change+1,354 (+15%)

Value$932.9K (+$22.5K)

Filed 2026-10-16

Sigma Planning Corp

DECREASED

Shares10,378 from 12,952

Change-2,574 (-20%)

Value$919.3K (-$370.9K)

Filed 2026-10-23

Blue Jean Financial LLC

DECREASED

Shares9,645 from 10,095

Change-450 (-4%)

Value$854.4K (-$151.2K)

Filed 2026-10-20

Truist Financial Corp

DECREASED

Shares9,474 from 9,749

Change-275 (-3%)

Value$839.2K (-$131.9K)

Filed 2026-10-30

Ironwood Financial, llc

INCREASED

Shares9,188 from 7,838

Change+1,350 (+17%)

Value$813.8K (+$62.6K)

Filed 2026-10-20

Armor Investment Advisors, LLC

DECREASED

Shares8,701 from 9,100

Change-399 (-4%)

Value$770.7K (-$135.7K)

Filed 2026-10-27

Robertson Stephens Wealth Management, LLC

INCREASED

Shares8,675 from 8,285

Change+390 (+5%)

Value$768.5K (-$56.8K)

Filed 2026-10-16

Bayshore Capital Advisors, LLC

UNCHANGED

Shares8,467 from 8,467

Change0 (0%)

Value$750.0K (-$93.4K)

Filed 2026-11-02

Focus Financial Network, Inc.

INCREASED

Shares7,851 from 7,067

Change+784 (+11%)

Value$695.4K (-$8.5K)

Filed 2026-10-14

Valley Brook Capital Group, Inc.

INCREASED

Shares6,813 from 6,688

Change+125 (+2%)

Value$603.5K (-$62.7K)

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares6,460 from 7,087

Change-627 (-9%)

Value$572.2K (-$133.7K)

Filed 2026-10-08

Creative Planning

INCREASED

Shares6,433 from 6,292

Change+141 (+2%)

Value$569.9K (-$56.9K)

Filed 2026-11-02

Redwood Financial Network Corp

DECREASED

Shares6,394 from 6,425

Change-31 (0%)

Value$566.4K (-$73.6K)

Filed 2026-11-03

M Holdings Securities, Inc.

NEW

Shares6,327

Change+6,327

Value$569

Filed 2026-11-03

Purkiss Capital Advisors LLC

INCREASED

Shares6,039 from 6,034

Change+5 (+0%)

Value$534.9K (-$66.2K)

Filed 2026-11-06

Pathway Financial Advisers, LLC

INCREASED

Shares5,862 from 4,963

Change+899 (+18%)

Value$519.3K (+$24.9K)

Filed 2026-10-27

Schmidt P J Investment Management Inc

DECREASED

Shares5,708 from 5,787

Change-79 (-1%)

Value$505.6K (-$70.8K)

Filed 2026-11-02

Wedbush Securities Inc

NEW

Shares5,692

Change+5,692

Value$504.0K

Filed 2026-10-22

Aprio Wealth Management, LLC

UNCHANGED

Shares5,537 from 5,537

Change0 (0%)

Value$490.5K (-$61.1K)

Filed 2026-10-28

Centennial Wealth Advisory LLC

INCREASED

Shares5,524 from 5,436

Change+88 (+2%)

Value$491.1K (-$50.3K)

Filed 2026-10-16

Maltin Wealth Management, Inc.

INCREASED

Shares5,496 from 5,490

Change+6 (+0%)

Value$486.8K (-$60.0K)

Filed 2026-10-13

PUREfi Wealth, LLC

UNCHANGED

Shares5,395 from 5,395

Change0 (0%)

Value$477.9K (-$59.5K)

Filed 2026-10-19

Capital Square, LLC

INCREASED

Shares5,207 from 5,104

Change+103 (+2%)

Value$461.2K (-$33.0K)

Filed 2026-10-19

Mcrae Capital Management Inc

INCREASED

Shares4,957 from 4,872

Change+85 (+2%)

Value$439.1K (-$46.2K)

Filed 2026-10-15

Fortitude Advisory Group L.L.C.

INCREASED

Shares4,951 from 4,740

Change+211 (+4%)

Value$438.6K (-$33.5K)

Filed 2026-10-15

J.W. Cole Advisors, Inc.

DECREASED

Shares4,930 from 4,968

Change-38 (-1%)

Value$436.7K (-$58.2K)

Filed 2026-11-05

Monte Financial Group, LLC

INCREASED

Shares4,842 from 4,630

Change+212 (+5%)

Value$428.9K (-$12.0K)

Filed 2026-11-02

Retirement Planning Group, LLC

UNCHANGED

Shares4,810 from 4,810

Change0 (0%)

Value$426.1K (-$53.1K)

Filed 2026-10-19

Montag A & Associates Inc

DECREASED

Shares4,499 from 18,753

Change-14,254 (-76%)

Value$398.5K (-$1.5M)

Filed 2026-10-29

Larson Financial Group LLC

INCREASED

Shares4,483 from 4,174

Change+309 (+7%)

Value$397.1K (-$18.7K)

Filed 2026-11-05

Fisher Asset Management, LLC

NEW

Shares4,299

Change+4,299

Value$380.8K

Filed 2026-11-06

Crumly & Associates Inc.

UNCHANGED

Shares4,175 from 4,175

Change0 (0%)

Value$369.8K (-$46.0K)

Filed 2026-10-07

Vicus Capital

DECREASED

Shares4,060 from 259,849

Change-255,789 (-98%)

Value$359.6K (-$25.5M)

Filed 2026-11-05

Primoris Wealth Advisors, LLC

DECREASED

Shares4,025 from 4,125

Change-100 (-2%)

Value$356.5K (-$54.4K)

Filed 2026-10-28

Uhlmann Price Securities, LLC

NEW

Shares3,748

Change+3,748

Value$332.0K

Filed 2026-11-03

CWA Asset Management Group, LLC

DECREASED

Shares3,748 from 3,967

Change-219 (-6%)

Value$332.0K (-$63.2K)

Filed 2026-10-19

Kingswood Wealth Advisors, LLC

INCREASED

Shares3,570 from 3,545

Change+25 (+1%)

Value$316.2K (-$36.9K)

Filed 2026-10-23

Integrity Alliance, Llc.

INCREASED

Shares3,482 from 3,460

Change+22 (+1%)

Value$308.4K (-$36.2K)

Filed 2026-10-29

Choreo, LLC

INCREASED

Shares3,381 from 3,342

Change+39 (+1%)

Value$299.5K (-$33.4K)

Filed 2026-10-28

BIP Wealth, LLC

INCREASED

Shares3,266 from 3,258

Change+8 (+0%)

Value$289.3K (-$35.3K)

Filed 2026-10-22

Harbor Asset Planning, Inc.

INCREASED

Shares3,257 from 3,041

Change+216 (+7%)

Value$288.6K (-$14.4K)

Filed 2026-10-23

Define Financial, LLC

INCREASED

Shares3,068 from 3,061

Change+7 (+0%)

Value$271.7K (-$33.1K)

Filed 2026-10-14

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares2,984 from 3,551

Change-567 (-16%)

Value$266.2K (-$77.7K)

Filed 2026-10-13

Financial Partners Group, Inc

INCREASED

Shares2,980 from 2,975

Change+5 (+0%)

Value$263.9K (-$32.4K)

Filed 2026-10-19

Aspetuck Financial Management LLC

NEW

Shares2,979

Change+2,979

Value$263.9K

Filed 2026-11-04

PKS Advisory Services, LLC

UNCHANGED

Shares2,911 from 2,911

Change0 (0%)

Value$290.0K ($0)

Filed 2026-10-26

Rosenberg Matthew Hamilton

UNCHANGED

Shares2,886 from 2,886

Change0 (0%)

Value$255.6K (-$31.8K)

Filed 2026-10-05

Diversify Wealth Management, LLC

DECREASED

Shares2,597 from 2,852

Change-255 (-9%)

Value$230.9K (-$46.0K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares2,597 from 2,852

Change-255 (-9%)

Value$230.9K (-$46.0K)

Filed 2026-10-20

Verity Asset Management, Inc.

INCREASED

Shares2,534 from 2,379

Change+155 (+7%)

Value$224.7K (-$12.4K)

Filed 2026-10-30

Brookstone Capital Management

DECREASED

Shares2,532 from 2,662

Change-130 (-5%)

Value$224.3K (-$40.9K)

Filed 2026-10-22

Accelerate Investment Advisors LLC

INCREASED

Shares2,395 from 2,391

Change+4 (+0%)

Value$212.2K (-$26.0K)

Filed 2026-11-02

Selective Wealth Management, Inc.

DECREASED

Shares2,354 from 2,442

Change-88 (-4%)

Value$209.3K (-$23.9K)

Filed 2026-10-16

Congress Asset Management Co

NEW

Shares2,343

Change+2,343

Value$207.5K

Filed 2026-10-06

Canton Hathaway, LLC

UNCHANGED

Shares2,300 from 2,300

Change0 (0%)

Value$203.7K (-$25.4K)

Filed 2026-10-23

Petersen Hastings Wealth Advisors Inc.

UNCHANGED

Shares2,259 from 2,259

Change0 (0%)

Value$200.1K (-$24.9K)

Filed 2026-10-27

CoreCap Advisors, LLC

INCREASED

Shares2,098 from 2,064

Change+34 (+2%)

Value$185.8K (-$19.8K)

Filed 2026-10-08

Elevated Capital Advisors, LLC

DECREASED

Shares1,957 from 12,244

Change-10,287 (-84%)

Value$173.4K (-$1.0M)

Filed 2026-11-04

Hurley Capital, LLC

INCREASED

Shares1,922 from 1,921

Change+1 (+0%)

Value$170.3K (-$21.0K)

Filed 2026-11-05

Sage Mountain Advisors LLC

UNCHANGED

Shares1,104 from 1,104

Change0 (0%)

Value$97.8K (-$12.2K)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares1,069 from 1,068

Change+1 (+0%)

Value$94.7K (-$11.7K)

Filed 2026-11-05

Godsey & Gibb, Inc

INCREASED

Shares963 from 761

Change+202 (+27%)

Value$85.3K (+$9.5K)

Filed 2026-10-14

First Horizon Corp

UNCHANGED

Shares929 from 929

Change0 (0%)

Value$82.3K (-$10.2K)

Filed 2026-10-26

CX Institutional

INCREASED

Shares670 from 667

Change+3 (+0%)

Value$59 (-$7)

Filed 2026-10-02

Creative Financial Designs Inc

UNCHANGED

Shares633 from 633

Change0 (0%)

Value$56.1K (-$7.0K)

Filed 2026-11-04

Princeton Global Asset Management LLC

UNCHANGED

Shares518 from 518

Change0 (0%)

Value$45.9K (-$5.7K)

Filed 2026-10-21

Latitude Advisors, LLC

NEW

Shares515

Change+515

Value$45.6K

Filed 2026-10-27

Kingdom Financial Group Llc.

INCREASED

Shares511 from 499

Change+12 (+2%)

Value$45.2K (-$4.4K)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares486 from 486

Change0 (0%)

Value$43.1K (-$5.4K)

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares457 from 457

Change0 (0%)

Value$40.5K (-$5.0K)

Filed 2026-10-16

AlphaCore Capital LLC

NEW

Shares420

Change+420

Value$37.2K

Filed 2026-11-04

Hilltop National Bank

UNCHANGED

Shares390 from 390

Change0 (0%)

Value$34.5K (-$4.3K)

Filed 2026-10-14

Quest 10 Wealth Builders, Inc.

INCREASED

Shares335 from 234

Change+101 (+43%)

Value$29.7K (+$6.4K)

Filed 2026-11-02

Decker Retirement Planning Inc.

DECREASED

Shares256 from 434

Change-178 (-41%)

Value$22.7K (-$20.6K)

Filed 2026-10-19

PNC Financial Services Group, Inc.

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$22.1K (-$2.8K)

Filed 2026-11-06

Gables Capital Management Inc.

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$21.7K (-$2.7K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$19.7K (-$1.9K)

Filed 2026-10-16

Strengthening Families & Communities, LLC

INCREASED

Shares198 from 197

Change+1 (+1%)

Value$17.5K (-$2.1K)

Filed 2026-10-21

Cassaday & Co Wealth Management LLC

NEW

Shares185

Change+185

Value$16.4K

Filed 2026-10-27

Versant Capital Management, Inc

UNCHANGED

Shares183 from 183

Change0 (0%)

Value$16.2K (-$2.0K)

Filed 2026-10-02

Signature Resources Capital Management, LLC

DECREASED

Shares161 from 554

Change-393 (-71%)

Value$14.3K (-$40.9K)

Filed 2026-10-16

Lanark Financial, Inc.

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$12.4K (-$1.5K)

Filed 2026-10-26

Allworth Financial LP

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$13.0K ($0)

Filed 2026-11-06

JFS Wealth Advisors, LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$10.2K (-$1.3K)

Filed 2026-11-03

Tounjian Advisory Partners, LLC

DECREASED

Shares112 from 124

Change-12 (-10%)

Value$9.9K (-$2.4K)

Filed 2026-11-04

Key Capital Management, Inc

INCREASED

Shares111 from 85

Change+26 (+31%)

Value$9.8K (+$1.4K)

Filed 2026-11-03

DecisionPoint Financial, LLC

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$9.7K (-$948)

Filed 2026-10-27

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$8.7K (-$1.1K)

Filed 2026-10-23

1620 Investment Advisors, Inc.

NEW

Shares97

Change+97

Value$8.6K

Filed 2026-11-04

Rossby Financial, LCC

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$7.6K (-$948)

Filed 2026-11-05

Carolina Wealth Advisors, LLC

NEW

Shares66

Change+66

Value$5.8K

Filed 2026-10-23

Capital Investment Advisory Services, LLC

DECREASED

Shares65 from 262

Change-197 (-75%)

Value$5.8K (-$20.3K)

Filed 2026-10-30

Clearstead Trust, LLC

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$5.6K (-$695)

Filed 2026-11-06

Compass Financial Management LLC

DECREASED

Shares53 from 3,347

Change-3,294 (-98%)

Value$4.7K (-$328.5K)

Filed 2026-10-30

Physician Wealth Advisors, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.4K (-$552)

Filed 2026-10-20

Spire Wealth Management

NEW

Shares34

Change+34

Value$3.0K

Filed 2026-10-30

Lloyd Advisory Services, Llc.

NEW

Shares26

Change+26

Value$2.3K

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$2.3K (-$287)

Filed 2026-10-21

Wolff Wiese Magana LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$2.2K (-$276)

Filed 2026-10-15

Birchbrook, Inc.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.9K (-$243)

Filed 2026-10-14

Central Pacific Bank - Trust Division

INCREASED

Shares19 from 12

Change+7 (+58%)

Value$1.7K (+$488)

Filed 2026-10-06

Farmers & Merchants Trust Co of Chambersburg PA

NEW

Shares18

Change+18

Value$2

Filed 2026-10-14

Clayton Financial Group LLC

NEW

Shares13

Change+13

Value$1.2K

Filed 2026-10-13

Evermay Wealth Management LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.1K (-$133)

Filed 2026-11-05

Vima LLC

DECREASED

Shares9 from 217

Change-208 (-96%)

Value$797 (-$20.8K)

Filed 2026-10-23

Blue Trust, Inc.

NEW

Shares8

Change+8

Value$703

Filed 2026-10-15

Great Lakes Advisors, LLC

NEW

Shares7

Change+7

Value$642

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares2

Change+2

Value$177

Filed 2026-10-21

Foresight Capital Management Advisors, Inc.

NEW

Shares1

Change+1

Value$89

Filed 2026-10-27

HBW Advisory Services LLC

CLOSED

Shares0 from 3,029

Change-3,029 (-100%)

Value$0 (-$301.7K)

Filed 2026-10-15

SVB Wealth LLC

CLOSED

Shares0 from 2,962

Change-2,962 (-100%)

Value$0 (-$295.0K)

Filed 2026-11-06

Richard C. Young & Co., Ltd.

CLOSED

Shares0 from 2,244

Change-2,244 (-100%)

Value$0 (-$223.5K)

Filed 2026-11-04

KCM Investment Advisors LLC

CLOSED

Shares0 from 2,165

Change-2,165 (-100%)

Value$0 (-$215.7K)

Filed 2026-10-27

Independent Financial Group, LLC

CLOSED

Shares0 from 2,050

Change-2,050 (-100%)

Value$0 (-$204.2K)

Filed 2026-10-13

SYM Financial Corp

CLOSED

Shares0 from 365

Change-365 (-100%)

Value$0 (-$36.4K)

Filed 2026-10-26

Financial Network Wealth Advisors LLC

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$11.5K)

Filed 2026-10-28

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 45

Change-45 (-100%)

Value$0 (-$4.5K)

Filed 2026-10-26

POM Investment Strategies, LLC

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-20

Gill Capital Partners, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$2.4K)

Filed 2026-10-13

Raleigh Capital Management Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$57)

Filed 2026-10-28

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$645.5K (-$33.6K)

Filed 2026-10-29

AE Wealth Management LLC

N/A

Shares— from 1,404,619

Change-1,404,619 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 942,093

Change-942,093 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 219,372

Change-219,372 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 184,436

Change-184,436 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 161,766

Change-161,766 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 145,719

Change-145,719 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 126,154

Change-126,154 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 123,202

Change-123,202 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 114,531

Change-114,531 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 99,985

Change-99,985 (-100%)

Value—

FMR LLC

N/A

Shares— from 92,107

Change-92,107 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 78,645

Change-78,645 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 74,143

Change-74,143 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 73,519

Change-73,519 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 72,031

Change-72,031 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 65,286

Change-65,286 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 54,756

Change-54,756 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 52,193

Change-52,193 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 41,441

Change-41,441 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 37,534

Change-37,534 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 36,045

Change-36,045 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 32,496

Change-32,496 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 30,191

Change-30,191 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 30,059

Change-30,059 (-100%)

Value—

Richmond Brothers, Inc.

N/A

Shares— from 25,307

Change-25,307 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 21,010

Change-21,010 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 19,813

Change-19,813 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 18,817

Change-18,817 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 18,669

Change-18,669 (-100%)

Value—

Maxele Advisors, LLC

N/A

Shares— from 18,546

Change-18,546 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 18,092

Change-18,092 (-100%)

Value—

UBS Group AG

N/A

Shares— from 17,767

Change-17,767 (-100%)

Value—

Jacobs Equity LLC

N/A

Shares— from 16,459

Change-16,459 (-100%)

Value—

Stonebridge Financial Planning Group, LLC

N/A

Shares— from 16,142

Change-16,142 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 13,362

Change-13,362 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 12,471

Change-12,471 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 10,014

Change-10,014 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 8,443

Change-8,443 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 8,350

Change-8,350 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,333

Change-8,333 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 7,622

Change-7,622 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 7,362

Change-7,362 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 7,166

Change-7,166 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,320

Change-6,320 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,261

Change-6,261 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,256

Change-6,256 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,097

Change-6,097 (-100%)

Value—

Whalerock Point Partners, LLC

N/A

Shares— from 5,589

Change-5,589 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 5,320

Change-5,320 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,755

Change-4,755 (-100%)

Value—

One Wealth Management Investment & Advisory Services, LLC

N/A

Shares— from 4,515

Change-4,515 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,438

Change-4,438 (-100%)

Value—

Betterment LLC

N/A

Shares— from 4,168

Change-4,168 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 4,098

Change-4,098 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 4,033

Change-4,033 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 4,003

Change-4,003 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 3,995

Change-3,995 (-100%)

Value—

Ibex Wealth Advisors

N/A

Shares— from 3,700

Change-3,700 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,460

Change-3,460 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 3,424

Change-3,424 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 3,389

Change-3,389 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 3,338

Change-3,338 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 3,275

Change-3,275 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 3,108

Change-3,108 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,033

Change-3,033 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 2,988

Change-2,988 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 2,807

Change-2,807 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 2,752

Change-2,752 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,727

Change-2,727 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,698

Change-2,698 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 2,524

Change-2,524 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 2,474

Change-2,474 (-100%)

Value—

Nwam LLC

N/A

Shares— from 2,417

Change-2,417 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

Safeguard Investment Advisory Group, LLC

N/A

Shares— from 2,162

Change-2,162 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 2,121

Change-2,121 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 2,087

Change-2,087 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 1,922

Change-1,922 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,764

Change-1,764 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1,704

Change-1,704 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,419

Change-1,419 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 977

Change-977 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 882

Change-882 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 689

Change-689 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 559

Change-559 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 541

Change-541 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 207

Change-207 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 204

Change-204 (-100%)

Value—

Motco

N/A

Shares— from 125

Change-125 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 121

Change-121 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 79

Change-79 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Top Private Wealth Llc.

N/A

Shares— from 53

Change-53 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Minot DeBlois Advisors LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Lido Advisors, LLC	INCREASED	1,813,017	1,672,011	+141,006	+8%	$166.5M	$160.6M	-$6.0M	2026-11-04
AGF Management LTD	INCREASED	516,053	510,373	+5,680	+1%	$50.8M	$45.7M	-$5.1M	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	330,954	400,727	-69,773	-17%	$39.9M	$29.3M	-$10.6M	2026-11-02
LPL Financial LLC	INCREASED	302,184	285,843	+16,341	+6%	$28.5M	$26.8M	-$1.7M	2026-11-06
Independence Financial Advisors, LLC	INCREASED	142,295	136,325	+5,970	+4%	$13.6M	$12.6M	-$974.8K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	135,327	124,721	+10,606	+9%	$12.4M	$12.0M	-$436.1K	2026-11-02
Thrivent Financial for Lutherans	INCREASED	113,275	106,256	+7,019	+7%	$10.6M	$10.0M	-$545.0K	2026-11-05
Kestra Private Wealth Services, LLC	INCREASED	104,409	100,169	+4,240	+4%	$10.0M	$9.2M	-$729.3K	2026-11-06
Yoder Wealth Management, Inc.	INCREASED	86,000	79,748	+6,252	+8%	$7.9M	$7.6M	-$325.8K	2026-10-13
Traynor Capital Management, Inc.	INCREASED	65,120	62,990	+2,130	+3%	$6.3M	$5.8M	-$506.2K	2026-10-29
Fischer Financial Services, Inc.	INCREASED	62,774	59,946	+2,828	+5%	$6.0M	$5.6M	-$410.7K	2026-10-30
Citigroup Inc	INCREASED	46,622	27,488	+19,134	+70%	$2.7M	$4.1M	+$1.4M	2026-11-04
Penobscot Wealth Management	INCREASED	42,442	39,321	+3,121	+8%	$3.9M	$3.8M	-$157.2K	2026-10-21
Signal Advisors Wealth, LLC	INCREASED	35,294	11,626	+23,668	+204%	$1.2M	$3.1M	+$2.0M	2026-10-13
Cambiar Investors LLC	NEW	33,945	—	+33,945	—	—	$3.0M	—	2026-11-04
Smith Salley Wealth Management	DECREASED	30,567	30,587	-20	0%	$3.0M	$2.7M	-$339.2K	2026-11-03
EPG Wealth Management LLC	INCREASED	28,377	28,310	+67	+0%	$2.8M	$2.5M	-$306.4K	2026-11-03
Clear Creek Financial Management, LLC	INCREASED	28,327	26,946	+1,381	+5%	$2.7M	$2.5M	-$174.9K	2026-10-28
Lynch & Associates	INCREASED	26,761	26,515	+246	+1%	$2.6M	$2.4M	-$270.7K	2026-10-13
KDK Private Wealth Management, LLC	DECREASED	25,844	25,867	-23	0%	$2.6M	$2.3M	-$287.3K	2026-11-03
Hanseatic Management Services Inc	INCREASED	24,669	22,799	+1,870	+8%	$2.3M	$2.2M	-$85.8K	2026-10-27
RFG Advisory, LLC	NEW	23,838	—	+23,838	—	—	$2.1M	—	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	22,658	17,793	+4,865	+27%	$1.8M	$2.0M	+$235.0K	2026-11-02
Fifth Third Securities, Inc.	INCREASED	22,282	21,023	+1,259	+6%	$2.1M	$2.0M	-$120.4K	2026-10-21
Meridian Wealth Management, LLC	INCREASED	19,011	16,643	+2,368	+14%	$1.7M	$1.7M	+$26.1K	2026-11-05
Buska Wealth Management, LLC	DECREASED	18,227	29,049	-10,822	-37%	$2.9M	$1.6M	-$1.3M	2026-10-08
Merit Financial Group, LLC	INCREASED	18,138	15,801	+2,337	+15%	$1.6M	$1.6M	+$32.7K	2026-11-06
Virtue Capital Management, LLC	INCREASED	18,105	15,646	+2,459	+16%	$1.6M	$1.6M	+$45.2K	2026-10-29
Beaumont Financial Advisors, LLC	INCREASED	17,748	16,426	+1,322	+8%	$1.6M	$1.6M	-$64.1K	2026-10-22
American National Bank & Trust	INCREASED	16,927	16,072	+855	+5%	$1.6M	$1.5M	-$101.4K	2026-10-07
Trail Ridge Investment Advisors, LLC	INCREASED	16,831	16,732	+99	+1%	$1.7M	$1.5M	-$175.7K	2026-10-16
Roxbury Financial LLC	INCREASED	14,777	14,605	+172	+1%	$1.5M	$1.3M	-$145.8K	2026-10-01
Trust Co of Oklahoma	DECREASED	14,705	15,975	-1,270	-8%	$1.6M	$1.3M	-$288.7K	2026-10-15
Allspring Global Investments Holdings, LLC	NEW	14,569	—	+14,569	—	—	$1.3M	—	2026-11-04
Level Four Advisory Services, LLC	INCREASED	14,037	13,929	+108	+1%	$1.4M	$1.2M	-$144.1K	2026-11-06
Smith Shellnut Wilson LLC	DECREASED	13,979	15,744	-1,765	-11%	$1.6M	$1.2M	-$330.0K	2026-10-21
VCI Wealth Management LLC	INCREASED	12,048	8,743	+3,305	+38%	$870.9K	$1.1M	+$196.3K	2026-10-29
Heck Capital Advisors, LLC	INCREASED	11,387	11,217	+170	+2%	$1.1M	$1.0M	-$108.7K	2026-10-14
Fifth Third Bancorp	INCREASED	10,805	2,269	+8,536	+376%	$226.0K	$957.1K	+$731.1K	2026-11-05
MGO One Seven LLC	DECREASED	10,569	10,922	-353	-3%	$1.1M	$936.2K	-$151.7K	2026-10-28
Mosley Wealth Management	INCREASED	10,494	9,140	+1,354	+15%	$910.4K	$932.9K	+$22.5K	2026-10-16
Sigma Planning Corp	DECREASED	10,378	12,952	-2,574	-20%	$1.3M	$919.3K	-$370.9K	2026-10-23
Blue Jean Financial LLC	DECREASED	9,645	10,095	-450	-4%	$1.0M	$854.4K	-$151.2K	2026-10-20
Truist Financial Corp	DECREASED	9,474	9,749	-275	-3%	$971.1K	$839.2K	-$131.9K	2026-10-30
Ironwood Financial, llc	INCREASED	9,188	7,838	+1,350	+17%	$751.2K	$813.8K	+$62.6K	2026-10-20
Armor Investment Advisors, LLC	DECREASED	8,701	9,100	-399	-4%	$906.5K	$770.7K	-$135.7K	2026-10-27
Robertson Stephens Wealth Management, LLC	INCREASED	8,675	8,285	+390	+5%	$825.3K	$768.5K	-$56.8K	2026-10-16
Bayshore Capital Advisors, LLC	UNCHANGED	8,467	8,467	0	0%	$843.4K	$750.0K	-$93.4K	2026-11-02
Focus Financial Network, Inc.	INCREASED	7,851	7,067	+784	+11%	$704.0K	$695.4K	-$8.5K	2026-10-14
Valley Brook Capital Group, Inc.	INCREASED	6,813	6,688	+125	+2%	$666.2K	$603.5K	-$62.7K	2026-10-26
Farther Finance Advisors, LLC	DECREASED	6,460	7,087	-627	-9%	$705.9K	$572.2K	-$133.7K	2026-10-08
Creative Planning	INCREASED	6,433	6,292	+141	+2%	$626.8K	$569.9K	-$56.9K	2026-11-02
Redwood Financial Network Corp	DECREASED	6,394	6,425	-31	0%	$640.0K	$566.4K	-$73.6K	2026-11-03
M Holdings Securities, Inc.	NEW	6,327	—	+6,327	—	—	$569	—	2026-11-03
Purkiss Capital Advisors LLC	INCREASED	6,039	6,034	+5	+0%	$601.1K	$534.9K	-$66.2K	2026-11-06
Pathway Financial Advisers, LLC	INCREASED	5,862	4,963	+899	+18%	$494.3K	$519.3K	+$24.9K	2026-10-27
Schmidt P J Investment Management Inc	DECREASED	5,708	5,787	-79	-1%	$576.4K	$505.6K	-$70.8K	2026-11-02
Wedbush Securities Inc	NEW	5,692	—	+5,692	—	—	$504.0K	—	2026-10-22
Aprio Wealth Management, LLC	UNCHANGED	5,537	5,537	0	0%	$551.5K	$490.5K	-$61.1K	2026-10-28
Centennial Wealth Advisory LLC	INCREASED	5,524	5,436	+88	+2%	$541.3K	$491.1K	-$50.3K	2026-10-16
Maltin Wealth Management, Inc.	INCREASED	5,496	5,490	+6	+0%	$546.9K	$486.8K	-$60.0K	2026-10-13
PUREfi Wealth, LLC	UNCHANGED	5,395	5,395	0	0%	$537.4K	$477.9K	-$59.5K	2026-10-19
Capital Square, LLC	INCREASED	5,207	5,104	+103	+2%	$494.2K	$461.2K	-$33.0K	2026-10-19
Mcrae Capital Management Inc	INCREASED	4,957	4,872	+85	+2%	$485.3K	$439.1K	-$46.2K	2026-10-15
Fortitude Advisory Group L.L.C.	INCREASED	4,951	4,740	+211	+4%	$472.1K	$438.6K	-$33.5K	2026-10-15
J.W. Cole Advisors, Inc.	DECREASED	4,930	4,968	-38	-1%	$494.9K	$436.7K	-$58.2K	2026-11-05
Monte Financial Group, LLC	INCREASED	4,842	4,630	+212	+5%	$440.9K	$428.9K	-$12.0K	2026-11-02
Retirement Planning Group, LLC	UNCHANGED	4,810	4,810	0	0%	$479.1K	$426.1K	-$53.1K	2026-10-19
Montag A & Associates Inc	DECREASED	4,499	18,753	-14,254	-76%	$1.9M	$398.5K	-$1.5M	2026-10-29
Larson Financial Group LLC	INCREASED	4,483	4,174	+309	+7%	$415.8K	$397.1K	-$18.7K	2026-11-05
Fisher Asset Management, LLC	NEW	4,299	—	+4,299	—	—	$380.8K	—	2026-11-06
Crumly & Associates Inc.	UNCHANGED	4,175	4,175	0	0%	$415.8K	$369.8K	-$46.0K	2026-10-07
Vicus Capital	DECREASED	4,060	259,849	-255,789	-98%	$25.9M	$359.6K	-$25.5M	2026-11-05
Primoris Wealth Advisors, LLC	DECREASED	4,025	4,125	-100	-2%	$410.9K	$356.5K	-$54.4K	2026-10-28
Uhlmann Price Securities, LLC	NEW	3,748	—	+3,748	—	—	$332.0K	—	2026-11-03
CWA Asset Management Group, LLC	DECREASED	3,748	3,967	-219	-6%	$395.2K	$332.0K	-$63.2K	2026-10-19
Kingswood Wealth Advisors, LLC	INCREASED	3,570	3,545	+25	+1%	$353.1K	$316.2K	-$36.9K	2026-10-23
Integrity Alliance, Llc.	INCREASED	3,482	3,460	+22	+1%	$344.7K	$308.4K	-$36.2K	2026-10-29
Choreo, LLC	INCREASED	3,381	3,342	+39	+1%	$332.9K	$299.5K	-$33.4K	2026-10-28
BIP Wealth, LLC	INCREASED	3,266	3,258	+8	+0%	$324.6K	$289.3K	-$35.3K	2026-10-22
Harbor Asset Planning, Inc.	INCREASED	3,257	3,041	+216	+7%	$303.0K	$288.6K	-$14.4K	2026-10-23
Define Financial, LLC	INCREASED	3,068	3,061	+7	+0%	$304.9K	$271.7K	-$33.1K	2026-10-14
Wealth Enhancement Advisory Services, LLC	DECREASED	2,984	3,551	-567	-16%	$343.8K	$266.2K	-$77.7K	2026-10-13
Financial Partners Group, Inc	INCREASED	2,980	2,975	+5	+0%	$296.3K	$263.9K	-$32.4K	2026-10-19
Aspetuck Financial Management LLC	NEW	2,979	—	+2,979	—	—	$263.9K	—	2026-11-04
PKS Advisory Services, LLC	UNCHANGED	2,911	2,911	0	0%	$290.0K	$290.0K	$0	2026-10-26
Rosenberg Matthew Hamilton	UNCHANGED	2,886	2,886	0	0%	$287.5K	$255.6K	-$31.8K	2026-10-05
Diversify Wealth Management, LLC	DECREASED	2,597	2,852	-255	-9%	$276.9K	$230.9K	-$46.0K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	2,597	2,852	-255	-9%	$276.9K	$230.9K	-$46.0K	2026-10-20
Verity Asset Management, Inc.	INCREASED	2,534	2,379	+155	+7%	$237.1K	$224.7K	-$12.4K	2026-10-30
Brookstone Capital Management	DECREASED	2,532	2,662	-130	-5%	$265.2K	$224.3K	-$40.9K	2026-10-22
Accelerate Investment Advisors LLC	INCREASED	2,395	2,391	+4	+0%	$238.1K	$212.2K	-$26.0K	2026-11-02
Selective Wealth Management, Inc.	DECREASED	2,354	2,442	-88	-4%	$233.1K	$209.3K	-$23.9K	2026-10-16
Congress Asset Management Co	NEW	2,343	—	+2,343	—	—	$207.5K	—	2026-10-06
Canton Hathaway, LLC	UNCHANGED	2,300	2,300	0	0%	$229.1K	$203.7K	-$25.4K	2026-10-23
Petersen Hastings Wealth Advisors Inc.	UNCHANGED	2,259	2,259	0	0%	$225.0K	$200.1K	-$24.9K	2026-10-27
CoreCap Advisors, LLC	INCREASED	2,098	2,064	+34	+2%	$205.6K	$185.8K	-$19.8K	2026-10-08
Elevated Capital Advisors, LLC	DECREASED	1,957	12,244	-10,287	-84%	$1.2M	$173.4K	-$1.0M	2026-11-04
Hurley Capital, LLC	INCREASED	1,922	1,921	+1	+0%	$191.3K	$170.3K	-$21.0K	2026-11-05
Sage Mountain Advisors LLC	UNCHANGED	1,104	1,104	0	0%	$110.0K	$97.8K	-$12.2K	2026-11-02
US Bancorp \de\	INCREASED	1,069	1,068	+1	+0%	$106.4K	$94.7K	-$11.7K	2026-11-05
Godsey & Gibb, Inc	INCREASED	963	761	+202	+27%	$75.8K	$85.3K	+$9.5K	2026-10-14
First Horizon Corp	UNCHANGED	929	929	0	0%	$92.5K	$82.3K	-$10.2K	2026-10-26
CX Institutional	INCREASED	670	667	+3	+0%	$66	$59	-$7	2026-10-02
Creative Financial Designs Inc	UNCHANGED	633	633	0	0%	$63.1K	$56.1K	-$7.0K	2026-11-04
Princeton Global Asset Management LLC	UNCHANGED	518	518	0	0%	$51.6K	$45.9K	-$5.7K	2026-10-21
Latitude Advisors, LLC	NEW	515	—	+515	—	—	$45.6K	—	2026-10-27
Kingdom Financial Group Llc.	INCREASED	511	499	+12	+2%	$49.7K	$45.2K	-$4.4K	2026-11-04
Parallel Advisors, LLC	UNCHANGED	486	486	0	0%	$48.4K	$43.1K	-$5.4K	2026-11-03
IFP Advisors, Inc	UNCHANGED	457	457	0	0%	$45.5K	$40.5K	-$5.0K	2026-10-16
AlphaCore Capital LLC	NEW	420	—	+420	—	—	$37.2K	—	2026-11-04
Hilltop National Bank	UNCHANGED	390	390	0	0%	$38.8K	$34.5K	-$4.3K	2026-10-14
Quest 10 Wealth Builders, Inc.	INCREASED	335	234	+101	+43%	$23.3K	$29.7K	+$6.4K	2026-11-02
Decker Retirement Planning Inc.	DECREASED	256	434	-178	-41%	$43.2K	$22.7K	-$20.6K	2026-10-19
PNC Financial Services Group, Inc.	UNCHANGED	250	250	0	0%	$24.9K	$22.1K	-$2.8K	2026-11-06
Gables Capital Management Inc.	UNCHANGED	245	245	0	0%	$24.4K	$21.7K	-$2.7K	2026-11-04
TD Waterhouse Canada Inc.	UNCHANGED	220	220	0	0%	$21.6K	$19.7K	-$1.9K	2026-10-16
Strengthening Families & Communities, LLC	INCREASED	198	197	+1	+1%	$19.7K	$17.5K	-$2.1K	2026-10-21
Cassaday & Co Wealth Management LLC	NEW	185	—	+185	—	—	$16.4K	—	2026-10-27
Versant Capital Management, Inc	UNCHANGED	183	183	0	0%	$18.2K	$16.2K	-$2.0K	2026-10-02
Signature Resources Capital Management, LLC	DECREASED	161	554	-393	-71%	$55.2K	$14.3K	-$40.9K	2026-10-16
Lanark Financial, Inc.	UNCHANGED	140	140	0	0%	$13.9K	$12.4K	-$1.5K	2026-10-26
Allworth Financial LP	UNCHANGED	131	131	0	0%	$13.0K	$13.0K	$0	2026-11-06
JFS Wealth Advisors, LLC	UNCHANGED	115	115	0	0%	$11.5K	$10.2K	-$1.3K	2026-11-03
Tounjian Advisory Partners, LLC	DECREASED	112	124	-12	-10%	$12.4K	$9.9K	-$2.4K	2026-11-04
Key Capital Management, Inc	INCREASED	111	85	+26	+31%	$8.5K	$9.8K	+$1.4K	2026-11-03
DecisionPoint Financial, LLC	UNCHANGED	108	108	0	0%	$10.6K	$9.7K	-$948	2026-10-27
Dhjj Financial Advisors, Ltd.	UNCHANGED	98	98	0	0%	$9.7K	$8.7K	-$1.1K	2026-10-23
1620 Investment Advisors, Inc.	NEW	97	—	+97	—	—	$8.6K	—	2026-11-04
Rossby Financial, LCC	UNCHANGED	86	86	0	0%	$8.6K	$7.6K	-$948	2026-11-05
Carolina Wealth Advisors, LLC	NEW	66	—	+66	—	—	$5.8K	—	2026-10-23
Capital Investment Advisory Services, LLC	DECREASED	65	262	-197	-75%	$26.1K	$5.8K	-$20.3K	2026-10-30
Clearstead Trust, LLC	UNCHANGED	63	63	0	0%	$6.3K	$5.6K	-$695	2026-11-06
Compass Financial Management LLC	DECREASED	53	3,347	-3,294	-98%	$333.2K	$4.7K	-$328.5K	2026-10-30
Physician Wealth Advisors, Inc.	UNCHANGED	50	50	0	0%	$5.0K	$4.4K	-$552	2026-10-20
Spire Wealth Management	NEW	34	—	+34	—	—	$3.0K	—	2026-10-30
Lloyd Advisory Services, Llc.	NEW	26	—	+26	—	—	$2.3K	—	2026-11-02
Assetmark, Inc	UNCHANGED	26	26	0	0%	$2.6K	$2.3K	-$287	2026-10-21
Wolff Wiese Magana LLC	UNCHANGED	25	25	0	0%	$2.5K	$2.2K	-$276	2026-10-15
Birchbrook, Inc.	UNCHANGED	22	22	0	0%	$2.2K	$1.9K	-$243	2026-10-14
Central Pacific Bank - Trust Division	INCREASED	19	12	+7	+58%	$1.2K	$1.7K	+$488	2026-10-06
Farmers & Merchants Trust Co of Chambersburg PA	NEW	18	—	+18	—	—	$2	—	2026-10-14
Clayton Financial Group LLC	NEW	13	—	+13	—	—	$1.2K	—	2026-10-13
Evermay Wealth Management LLC	UNCHANGED	12	12	0	0%	$1.2K	$1.1K	-$133	2026-11-05
Vima LLC	DECREASED	9	217	-208	-96%	$21.6K	$797	-$20.8K	2026-10-23
Blue Trust, Inc.	NEW	8	—	+8	—	—	$703	—	2026-10-15
Great Lakes Advisors, LLC	NEW	7	—	+7	—	—	$642	—	2026-11-06
Root Financial Partners, LLC	NEW	2	—	+2	—	—	$177	—	2026-10-21
Foresight Capital Management Advisors, Inc.	NEW	1	—	+1	—	—	$89	—	2026-10-27
HBW Advisory Services LLC	CLOSED	0	3,029	-3,029	-100%	$301.7K	$0	-$301.7K	2026-10-15
SVB Wealth LLC	CLOSED	0	2,962	-2,962	-100%	$295.0K	$0	-$295.0K	2026-11-06
Richard C. Young & Co., Ltd.	CLOSED	0	2,244	-2,244	-100%	$223.5K	$0	-$223.5K	2026-11-04
KCM Investment Advisors LLC	CLOSED	0	2,165	-2,165	-100%	$215.7K	$0	-$215.7K	2026-10-27
Independent Financial Group, LLC	CLOSED	0	2,050	-2,050	-100%	$204.2K	$0	-$204.2K	2026-10-13
SYM Financial Corp	CLOSED	0	365	-365	-100%	$36.4K	$0	-$36.4K	2026-10-26
Financial Network Wealth Advisors LLC	CLOSED	0	115	-115	-100%	$11.5K	$0	-$11.5K	2026-10-28
Vermillion Wealth Management, Inc.	CLOSED	0	45	-45	-100%	$4.5K	$0	-$4.5K	2026-10-26
POM Investment Strategies, LLC	CLOSED	0	35	-35	-100%	$3.5K	$0	-$3.5K	2026-10-20
Gill Capital Partners, LLC	CLOSED	0	25	-25	-100%	$2.4K	$0	-$2.4K	2026-10-13
Raleigh Capital Management Inc.	CLOSED	0	1	-1	-100%	$57	$0	-$57	2026-10-28
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$679.0K	$645.5K	-$33.6K	2026-10-29
AE Wealth Management LLC	N/A	—	1,404,619	-1,404,619	-100%	$139.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	942,093	-942,093	-100%	$93.8M	—	—	—
Morgan Stanley	N/A	—	219,372	-219,372	-100%	$21.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	184,436	-184,436	-100%	$18.4M	—	—	—
NorthCoast Asset Management LLC	N/A	—	161,766	-161,766	-100%	$16.1M	—	—	—
Bank of America Corp	N/A	—	145,719	-145,719	-100%	$14.5M	—	—	—
Wells Fargo & Company	N/A	—	126,154	-126,154	-100%	$12.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	123,202	-123,202	-100%	$12.3M	—	—	—
Lifeworks Advisors, LLC	N/A	—	114,531	-114,531	-100%	$11.4M	—	—	—
Ameriprise Financial Inc	N/A	—	99,985	-99,985	-100%	$10.0M	—	—	—
FMR LLC	N/A	—	92,107	-92,107	-100%	$9.2M	—	—	—
Royal Bank of Canada	N/A	—	78,645	-78,645	-100%	$7.8M	—	—	—
Arax Advisory Partners	N/A	—	74,143	-74,143	-100%	$7.4M	—	—	—
Stifel Financial Corp	N/A	—	73,519	-73,519	-100%	$7.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	72,031	-72,031	-100%	$7.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	65,286	-65,286	-100%	$6.5M	—	—	—
Bank of Montreal	N/A	—	54,756	-54,756	-100%	$5.5M	—	—	—
Cetera Investment Advisers	N/A	—	52,193	-52,193	-100%	$5.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	50,000	-50,000	-100%	$5.0M	—	—	—
IHT Wealth Management, LLC	N/A	—	41,441	-41,441	-100%	$4.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	37,534	-37,534	-100%	$3.6M	—	—	—
Atlas Capital Advisors Inc.	N/A	—	36,045	-36,045	-100%	$3.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	32,496	-32,496	-100%	$3.2M	—	—	—
Arkadios Wealth Advisors	N/A	—	30,191	-30,191	-100%	$3.0M	—	—	—
Raymond James Financial Inc	N/A	—	30,059	-30,059	-100%	$3.0M	—	—	—
Richmond Brothers, Inc.	N/A	—	25,307	-25,307	-100%	$2.5M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	21,010	-21,010	-100%	$2.1M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	19,813	-19,813	-100%	$2.0M	—	—	—
Essex Financial Services, Inc.	N/A	—	18,817	-18,817	-100%	$1.9M	—	—	—
Advisory Services Network, LLC	N/A	—	18,669	-18,669	-100%	$1.9M	—	—	—
Maxele Advisors, LLC	N/A	—	18,546	-18,546	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	18,092	-18,092	-100%	$1.8M	—	—	—
UBS Group AG	N/A	—	17,767	-17,767	-100%	$1.8M	—	—	—
Jacobs Equity LLC	N/A	—	16,459	-16,459	-100%	$1.6M	—	—	—
Stonebridge Financial Planning Group, LLC	N/A	—	16,142	-16,142	-100%	$1.6M	—	—	—
Snowden Capital Advisors LLC	N/A	—	13,362	-13,362	-100%	$1.3M	—	—	—
Modern Wealth Management, LLC	N/A	—	12,471	-12,471	-100%	$1.2M	—	—	—
Mutual Advisors, LLC	N/A	—	10,014	-10,014	-100%	$997.5K	—	—	—
Centaurus Financial, Inc.	N/A	—	8,443	-8,443	-100%	$841.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	8,350	-8,350	-100%	$831.7K	—	—	—
Mariner, LLC	N/A	—	8,333	-8,333	-100%	$830.0K	—	—	—
Nova Wealth Management, Inc.	N/A	—	7,622	-7,622	-100%	$759.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	7,362	-7,362	-100%	$733.3K	—	—	—
AQR Capital Management LLC	N/A	—	7,166	-7,166	-100%	$713.8K	—	—	—
Summit Financial, LLC	N/A	—	6,320	-6,320	-100%	$629.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,261	-6,261	-100%	$623.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,256	-6,256	-100%	$623.2K	—	—	—
HRT Financial LP	N/A	—	6,097	-6,097	-100%	$607.0K	—	—	—
Whalerock Point Partners, LLC	N/A	—	5,589	-5,589	-100%	$556.7K	—	—	—
Continuum Advisory, LLC	N/A	—	5,320	-5,320	-100%	$529.9K	—	—	—
BFC Planning, Inc.	N/A	—	4,755	-4,755	-100%	$473.7K	—	—	—
One Wealth Management Investment & Advisory Services, LLC	N/A	—	4,515	-4,515	-100%	$449.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,438	-4,438	-100%	$442.0K	—	—	—
Betterment LLC	N/A	—	4,168	-4,168	-100%	$415.0K	—	—	—
Madison Wealth Partners, Inc	N/A	—	4,100	-4,100	-100%	$408.4K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	4,098	-4,098	-100%	$408.2K	—	—	—
Quantinno Capital Management LP	N/A	—	4,033	-4,033	-100%	$401.8K	—	—	—
World Investment Advisors	N/A	—	4,003	-4,003	-100%	$352.9K	—	—	—
SCS Capital Management LLC	N/A	—	3,995	-3,995	-100%	$397.9K	—	—	—
Ibex Wealth Advisors	N/A	—	3,700	-3,700	-100%	$368.6K	—	—	—
MAI Capital Management	N/A	—	3,460	-3,460	-100%	$344.7K	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	3,424	-3,424	-100%	$341.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	3,389	-3,389	-100%	$337.6K	—	—	—
Principal Securities, Inc.	N/A	—	3,338	-3,338	-100%	$332.5K	—	—	—
OneAscent Financial Services LLC	N/A	—	3,275	-3,275	-100%	$326.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	3,108	-3,108	-100%	$309.0K	—	—	—
Captrust Financial Advisors	N/A	—	3,033	-3,033	-100%	$302.1K	—	—	—
HighTower Advisors, LLC	N/A	—	2,988	-2,988	-100%	$297.6K	—	—	—
Kovack Advisors, Inc.	N/A	—	2,807	-2,807	-100%	$275.8K	—	—	—
Founders Financial Alliance, LLC	N/A	—	2,752	-2,752	-100%	$274.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,727	-2,727	-100%	$271.6K	—	—	—
Harbour Investments, Inc.	N/A	—	2,698	-2,698	-100%	$268.7K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	2,524	-2,524	-100%	$251.4K	—	—	—
Belpointe Asset Management LLC	N/A	—	2,474	-2,474	-100%	$246.5K	—	—	—
Nwam LLC	N/A	—	2,417	-2,417	-100%	$240.8K	—	—	—
Bogart Wealth, LLC	N/A	—	2,295	-2,295	-100%	$228.6K	—	—	—
Safeguard Investment Advisory Group, LLC	N/A	—	2,162	-2,162	-100%	$215.4K	—	—	—
Dakota Wealth Management	N/A	—	2,121	-2,121	-100%	$211.3K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	2,087	-2,087	-100%	$207.9K	—	—	—
GeoWealth Management, LLC	N/A	—	1,922	-1,922	-100%	$191.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,764	-1,764	-100%	$175.7K	—	—	—
Dunhill Financial, LLC	N/A	—	1,704	-1,704	-100%	$169.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,419	-1,419	-100%	$141.4K	—	—	—
IFG Advisory, LLC	N/A	—	977	-977	-100%	$97.3K	—	—	—
JPMorgan Chase & Co	N/A	—	882	-882	-100%	$86.6K	—	—	—
Banque Transatlantique SA	N/A	—	689	-689	-100%	$68.6K	—	—	—
Colonial Trust Co / SC	N/A	—	559	-559	-100%	$55.7K	—	—	—
Regatta Research & Money Management	N/A	—	541	-541	-100%	$53.8K	—	—	—
BlackRock, Inc.	N/A	—	500	-500	-100%	$49.8K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	207	-207	-100%	$20.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	204	-204	-100%	$20.3K	—	—	—
Motco	N/A	—	125	-125	-100%	$12.5K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	121	-121	-100%	$12.0K	—	—	—
Allied Private Wealth LLC	N/A	—	109	-109	-100%	$10.5K	—	—	—
Webster Bank, N. A.	N/A	—	79	-79	-100%	$7.9K	—	—	—
Waverly Advisors, LLC	N/A	—	66	-66	-100%	$6.6K	—	—	—
Top Private Wealth Llc.	N/A	—	53	-53	-100%	$5.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	46	-46	-100%	$4.6K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	38	-38	-100%	$3.8K	—	—	—
Operose Advisors LLC	N/A	—	36	-36	-100%	$3.6K	—	—	—
Minot DeBlois Advisors LLC	N/A	—	35	-35	-100%	$3.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	5	-5	-100%	$498	—	—	—

Showing 263 of 263 institutions