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Fidelity Msci Comm Serv Indx (FCOM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares4,055,773 from 3,557,848
Change+497,925 (+14%)
Value$292.1M (+$44.9M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares2,274,435 from 1,959,222
Change+315,213 (+16%)
Value$163.8M (+$27.7M)
Filed 2026-11-04
AGF Management LTD
INCREASED
Shares702,333 from 558,482
Change+143,851 (+26%)
Value$50.6M (+$11.8M)
Filed 2026-11-03
Independence Financial Advisors, LLC
INCREASED
Shares193,054 from 185,438
Change+7,616 (+4%)
Value$13.9M (+$1.0M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares177,857 from 168,719
Change+9,138 (+5%)
Value$12.8M (+$1.1M)
Filed 2026-11-02
Redstone Wealth Management, LLC
INCREASED
Shares173,114 from 166,702
Change+6,412 (+4%)
Value$12.5M (+$883.5K)
Filed 2026-10-20
Crumly & Associates Inc.
INCREASED
Shares169,314 from 140,850
Change+28,464 (+20%)
Value$12.2M (+$2.4M)
Filed 2026-10-07
Yoder Wealth Management, Inc.
INCREASED
Shares132,744 from 117,773
Change+14,971 (+13%)
Value$9.6M (+$1.4M)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares127,784 from 117,884
Change+9,900 (+8%)
Value$9.2M (+$1.0M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares122,421 from 239,009
Change-116,588 (-49%)
Value$8.8M (-$7.8M)
Filed 2026-11-02
Fischer Financial Services, Inc.
INCREASED
Shares107,980 from 105,722
Change+2,258 (+2%)
Value$7.8M (+$430.1K)
Filed 2026-10-30
Southern Capital Advisors, LLC
INCREASED
Shares73,511 from 71,828
Change+1,683 (+2%)
Value$5.3M (+$302.9K)
Filed 2026-10-26
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares61,300 from 89,900
Change-28,600 (-32%)
Value$4.4M (-$1.8M)
Filed 2026-10-19
Smith Salley Wealth Management
DECREASED
Shares57,739 from 57,756
Change-17 (0%)
Value$4.2M (+$144.9K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares57,021 from 63,080
Change-6,059 (-10%)
Value$4.1M (-$277.0K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
INCREASED
Shares51,766 from 51,696
Change+70 (+0%)
Value$3.7M (+$135.8K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares49,634 from 49,701
Change-67 (0%)
Value$3.6M (+$120.9K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares34,528 from 62,747
Change-28,219 (-45%)
Value$2.5M (-$1.9M)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares33,065 from 25,831
Change+7,234 (+28%)
Value$2.4M (+$586.3K)
Filed 2026-11-05
Alliance Private Wealth, LLC
DECREASED
Shares30,248 from 31,541
Change-1,293 (-4%)
Value$2.2M (-$13.3K)
Filed 2026-10-20
Lynch & Associates
INCREASED
Shares27,654 from 27,319
Change+335 (+1%)
Value$2.0M (+$93.2K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares25,458 from 23,476
Change+1,982 (+8%)
Value$1.8K (+$202)
Filed 2026-10-02
American National Bank & Trust
INCREASED
Shares23,801 from 22,478
Change+1,323 (+6%)
Value$1.7M (+$152.3K)
Filed 2026-10-07
Mechanics Bank Trust Department
DECREASED
Shares21,693 from 23,616
Change-1,923 (-8%)
Value$1.6M (-$78.7K)
Filed 2026-10-13
Live Oak Investment Partners
DECREASED
Shares20,870 from 20,889
Change-19 (0%)
Value$1.5M (+$51.5K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares20,746 from 6,748
Change+13,998 (+207%)
Value$1.5M (+$1.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares20,746 from 6,748
Change+13,998 (+207%)
Value$1.5M (+$1.0M)
Filed 2026-10-20
KDK Private Wealth Management, LLC
DECREASED
Shares18,900 from 18,936
Change-36 (0%)
Value$1.4M (+$45.3K)
Filed 2026-11-03
EPG Wealth Management LLC
INCREASED
Shares18,083 from 17,495
Change+588 (+3%)
Value$1.3M (+$86.6K)
Filed 2026-11-03
Merit Financial Group, LLC
UNCHANGED
Shares17,732 from 17,732
Change0 (0%)
Value$1.3M (+$44.9K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares17,388 from 14,141
Change+3,247 (+23%)
Value$1.3M (+$269.7K)
Filed 2026-10-29
Fifth Third Securities, Inc.
INCREASED
Shares16,735 from 16,673
Change+62 (+0%)
Value$1.2M (+$46.6K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares16,518 from 14,709
Change+1,809 (+12%)
Value$1.2M (+$167.5K)
Filed 2026-11-02
Novem Group
INCREASED
Shares15,751 from 14,201
Change+1,550 (+11%)
Value$1.1M (+$147.5K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares15,693 from 19,709
Change-4,016 (-20%)
Value$1.1M (-$239.3K)
Filed 2026-11-06
Heck Capital Advisors, LLC
DECREASED
Shares14,957 from 20,959
Change-6,002 (-29%)
Value$1.1M (-$379.2K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
DECREASED
Shares12,589 from 12,610
Change-21 (0%)
Value$906.6K (+$30.4K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares11,794 from 11,538
Change+256 (+2%)
Value$849.3K (+$47.6K)
Filed 2026-10-28
Bank of New York Mellon Corp
NEW
Shares10,693
Change+10,693
Value$770.1K
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares10,427 from 1,023
Change+9,404 (+919%)
Value$750.8K (+$679.8K)
Filed 2026-11-04
Atlas Brown,Inc.
DECREASED
Shares10,197 from 10,330
Change-133 (-1%)
Value$734.3K (+$16.6K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares8,387 from 9,941
Change-1,554 (-16%)
Value$610.4K (-$108.5K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares8,308 from 3,196
Change+5,112 (+160%)
Value$598.2K (+$376.2K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares8,215 from 55,865
Change-47,650 (-85%)
Value$592.0K (-$3.3M)
Filed 2026-11-05
Bayshore Capital Advisors, LLC
UNCHANGED
Shares8,136 from 8,136
Change0 (0%)
Value$585.9K (+$20.6K)
Filed 2026-11-02
Redwood Financial Network Corp
INCREASED
Shares7,776 from 6,923
Change+853 (+12%)
Value$560.0K (+$79.0K)
Filed 2026-11-03
Elm3 Financial Group, LLC
DECREASED
Shares7,513 from 7,551
Change-38 (0%)
Value$541.0K (+$16.4K)
Filed 2026-10-07
Sigma Planning Corp
DECREASED
Shares7,413 from 8,843
Change-1,430 (-16%)
Value$533.8K (-$80.6K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares7,229 from 7,529
Change-300 (-4%)
Value$474.0K (-$51.0K)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares6,656 from 7,352
Change-696 (-9%)
Value$479.3K (-$31.5K)
Filed 2026-10-27
Smith Shellnut Wilson LLC
UNCHANGED
Shares5,435 from 5,435
Change0 (0%)
Value$391.4K (+$13.8K)
Filed 2026-10-21
VCI Wealth Management LLC
DECREASED
Shares4,864 from 4,925
Change-61 (-1%)
Value$350.3K (+$8.1K)
Filed 2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED
Shares4,862 from 5,976
Change-1,114 (-19%)
Value$350.1K (-$65.0K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares4,594 from 4,872
Change-278 (-6%)
Value$330.8K (-$7.7K)
Filed 2026-10-23
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares4,586 from 4,911
Change-325 (-7%)
Value$330.2K (-$11.0K)
Filed 2026-10-22
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares4,573 from 4,573
Change0 (0%)
Value$329.3K (+$11.6K)
Filed 2026-10-09
Capital Square, LLC
INCREASED
Shares4,434 from 4,229
Change+205 (+5%)
Value$319.3K (+$13.5K)
Filed 2026-10-19
Schmidt P J Investment Management Inc
INCREASED
Shares4,294 from 4,213
Change+81 (+2%)
Value$309.2K (+$16.5K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$307.8K (+$10.8K)
Filed 2026-11-05
PUREfi Wealth, LLC
UNCHANGED
Shares4,233 from 4,233
Change0 (0%)
Value$304.8K (+$10.7K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
UNCHANGED
Shares4,137 from 4,137
Change0 (0%)
Value$297.9K (+$10.5K)
Filed 2026-11-03
Blue Fin Capital, Inc.
UNCHANGED
Shares4,108 from 4,108
Change0 (0%)
Value$295.8K (+$10.4K)
Filed 2026-10-28
Asset One Wealth Management LLC
DECREASED
Shares4,006 from 4,262
Change-256 (-6%)
Value$288.5K (-$24.6K)
Filed 2026-11-02
LongView Wealth Management
INCREASED
Shares3,991 from 3,981
Change+10 (+0%)
Value$287.4K (+$10.7K)
Filed 2026-10-19
Piscataqua Savings Bank
UNCHANGED
Shares3,897 from 3,897
Change0 (0%)
Value$280.6K (+$9.9K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
DECREASED
Shares3,778 from 3,787
Change-9 (0%)
Value$272.1K (+$8.9K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares3,601 from 3,420
Change+181 (+5%)
Value$259.3K (+$21.7K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares3,464 from 3,455
Change+9 (+0%)
Value$249.0K (+$9.0K)
Filed 2026-10-26
Compass Financial Management LLC
NEW
Shares3,407
Change+3,407
Value$245.3K
Filed 2026-10-30
Aspetuck Financial Management LLC
INCREASED
Shares3,245 from 2,920
Change+325 (+11%)
Value$233.7K (+$30.8K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$224.0K (+$7.9K)
Filed 2026-10-05
Brandywine OAK Private Wealth LLC
INCREASED
Shares3,106 from 3,099
Change+7 (+0%)
Value$223.7K (+$8.4K)
Filed 2026-10-23
KW Wealth Management LLC
NEW
Shares3,029
Change+3,029
Value$218.1K
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares3,013 from 4,020
Change-1,007 (-25%)
Value$217.0K (-$62.4K)
Filed 2026-10-15
Mcrae Capital Management Inc
INCREASED
Shares3,001 from 2,939
Change+62 (+2%)
Value$216.1K (+$11.9K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares2,536 from 2,033
Change+503 (+25%)
Value$182.6K (+$41.4K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
NEW
Shares1,583
Change+1,583
Value$114.0K
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$89.5K (+$3.1K)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$55.4K (+$1.9K)
Filed 2026-10-16
Gables Capital Management Inc.
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$47.7K (+$1.7K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares582 from 17
Change+565 (+3324%)
Value$41.5K (+$40.3K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$41.2K (+$1.4K)
Filed 2026-10-13
Rossby Financial, LCC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$41.2K (+$1.4K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares530
Change+530
Value$38.1K
Filed 2026-10-27
WestEnd Advisors, LLC
NEW
Shares454
Change+454
Value$32.7K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$29.6K (+$1.0K)
Filed 2026-10-20
Clearstead Advisors, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$27.0K (+$949)
Filed 2026-11-06
Decker Retirement Planning Inc.
DECREASED
Shares369 from 573
Change-204 (-36%)
Value$26.6K (-$13.2K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares366 from 1,460
Change-1,094 (-75%)
Value$26.3K (-$75.1K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares347
Change+347
Value$25.0K
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$22.9K (+$805)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$21.6K (+$759)
Filed 2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$21.6K (+$759)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares262 from 261
Change+1 (+0%)
Value$18.8K (+$661)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$18.4K (+$648)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$16.4K (+$577)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares194 from 25
Change+169 (+676%)
Value$14.0K (+$12.2K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
DECREASED
Shares182 from 557
Change-375 (-67%)
Value$13.1K (-$25.6K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$12.0K (+$450)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares163 from 162
Change+1 (+1%)
Value$11.7K (+$472)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$9.5K (+$334)
Filed 2026-10-08
Washington Trust Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.2K (+$253)
Filed 2026-10-22
Pillar Financial Advisors, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$7.0K (+$245)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares90
Change+90
Value$6.5K
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$5.7K (+$200)
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.0K (+$5)
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$5.0K (+$174)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares50 from 74
Change-24 (-32%)
Value$3.6K (-$1.5K)
Filed 2026-10-30
Chapman Financial Group, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$3.6K (+$125)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3.1K (+$108)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares36 from 43
Change-7 (-16%)
Value$2.6K (-$416)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares33
Change+33
Value$2.4K
Filed 2026-10-27
Birchbrook, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.7K (+$58)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares21 from 703
Change-682 (-97%)
Value$1.5K (-$47.3K)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$875 (+$33)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$504 (+$18)
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$73
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$57 (+$2)
Filed 2026-10-23
New York Life Investment Management LLC
CLOSED
Shares0 from 25,481
Change-25,481 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-28
Tsfg, LLC
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-23
Avion Wealth
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 ($0)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$34)
Filed 2026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$303.6K (+$252)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 2,480,774
Change-2,480,774 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,075,138
Change-1,075,138 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 683,957
Change-683,957 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 626,072
Change-626,072 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 222,930
Change-222,930 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 154,723
Change-154,723 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 143,517
Change-143,517 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 141,467
Change-141,467 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 120,581
Change-120,581 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 107,823
Change-107,823 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 100,866
Change-100,866 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 87,005
Change-87,005 (-100%)
Value—
UBS Group AG
N/A
Shares— from 75,269
Change-75,269 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 74,708
Change-74,708 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 73,084
Change-73,084 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 70,327
Change-70,327 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 68,836
Change-68,836 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 56,825
Change-56,825 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 50,207
Change-50,207 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 36,594
Change-36,594 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,965
Change-30,965 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 29,700
Change-29,700 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 29,199
Change-29,199 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 28,984
Change-28,984 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 28,789
Change-28,789 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,206
Change-26,206 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,088
Change-24,088 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 22,773
Change-22,773 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 22,122
Change-22,122 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,367
Change-21,367 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,233
Change-21,233 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 21,058
Change-21,058 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 19,226
Change-19,226 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 19,174
Change-19,174 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,583
Change-16,583 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,401
Change-16,401 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,299
Change-16,299 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,398
Change-15,398 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,055
Change-13,055 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,894
Change-12,894 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 12,727
Change-12,727 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,018
Change-12,018 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,117
Change-7,117 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 893
Change-893 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 845
Change-845 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 417
Change-417 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 257
Change-257 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 192
Change-192 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 133
Change-133 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 125
Change-125 (-100%)
Value—
Motco
N/A
Shares— from 113
Change-113 (-100%)
Value—
Blair William & Co
N/A
Shares— from 109
Change-109 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 60
Change-60 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
INCREASED4,055,7733,557,848+497,925+14%$247.2M$292.1M+$44.9M2026-11-02
Lido Advisors, LLC
INCREASED2,274,4351,959,222+315,213+16%$136.1M$163.8M+$27.7M2026-11-04
AGF Management LTD
INCREASED702,333558,482+143,851+26%$38.8M$50.6M+$11.8M2026-11-03
Independence Financial Advisors, LLC
INCREASED193,054185,438+7,616+4%$12.9M$13.9M+$1.0M2026-10-08
Kestra Advisory Services, LLC
INCREASED177,857168,719+9,138+5%$11.7M$12.8M+$1.1M2026-11-02
Redstone Wealth Management, LLC
INCREASED173,114166,702+6,412+4%$11.6M$12.5M+$883.5K2026-10-20
Crumly & Associates Inc.
INCREASED169,314140,850+28,464+20%$9.8M$12.2M+$2.4M2026-10-07
Yoder Wealth Management, Inc.
INCREASED132,744117,773+14,971+13%$8.2M$9.6M+$1.4M2026-10-13
Citigroup Inc
INCREASED127,784117,884+9,900+8%$8.2M$9.2M+$1.0M2026-11-04
Commonwealth Equity Services, LLC
DECREASED122,421239,009-116,588-49%$16.6M$8.8M-$7.8M2026-11-02
Fischer Financial Services, Inc.
INCREASED107,980105,722+2,258+2%$7.3M$7.8M+$430.1K2026-10-30
Southern Capital Advisors, LLC
INCREASED73,51171,828+1,683+2%$5.0M$5.3M+$302.9K2026-10-26
Vertex Investment Solutions Co., Ltd.
DECREASED61,30089,900-28,600-32%$6.3M$4.4M-$1.8M2026-10-19
Smith Salley Wealth Management
DECREASED57,73957,756-170%$4.0M$4.2M+$144.9K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED57,02163,080-6,059-10%$4.4M$4.1M-$277.0K2026-11-02
Maltin Wealth Management, Inc.
INCREASED51,76651,696+70+0%$3.6M$3.7M+$135.8K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED49,63449,701-670%$3.5M$3.6M+$120.9K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED34,52862,747-28,219-45%$4.4M$2.5M-$1.9M2026-10-23
Meridian Wealth Management, LLC
INCREASED33,06525,831+7,234+28%$1.8M$2.4M+$586.3K2026-11-05
Alliance Private Wealth, LLC
DECREASED30,24831,541-1,293-4%$2.2M$2.2M-$13.3K2026-10-20
Lynch & Associates
INCREASED27,65427,319+335+1%$1.9M$2.0M+$93.2K2026-10-13
CX Institutional
INCREASED25,45823,476+1,982+8%$1.6K$1.8K+$2022026-10-02
American National Bank & Trust
INCREASED23,80122,478+1,323+6%$1.6M$1.7M+$152.3K2026-10-07
Mechanics Bank Trust Department
DECREASED21,69323,616-1,923-8%$1.6M$1.6M-$78.7K2026-10-13
Live Oak Investment Partners
DECREASED20,87020,889-190%$1.5M$1.5M+$51.5K2026-10-23
Diversify Advisory Services, LLC
INCREASED20,7466,748+13,998+207%$463.9K$1.5M+$1.0M2026-10-20
Diversify Wealth Management, LLC
INCREASED20,7466,748+13,998+207%$463.9K$1.5M+$1.0M2026-10-20
KDK Private Wealth Management, LLC
DECREASED18,90018,936-360%$1.3M$1.4M+$45.3K2026-11-03
EPG Wealth Management LLC
INCREASED18,08317,495+588+3%$1.2M$1.3M+$86.6K2026-11-03
Merit Financial Group, LLC
UNCHANGED17,73217,73200%$1.2M$1.3M+$44.9K2026-11-06
Integrity Alliance, Llc.
INCREASED17,38814,141+3,247+23%$982.5K$1.3M+$269.7K2026-10-29
Fifth Third Securities, Inc.
INCREASED16,73516,673+62+0%$1.2M$1.2M+$46.6K2026-10-21
Creative Planning
INCREASED16,51814,709+1,809+12%$1.0M$1.2M+$167.5K2026-11-02
Novem Group
INCREASED15,75114,201+1,550+11%$986.7K$1.1M+$147.5K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED15,69319,709-4,016-20%$1.4M$1.1M-$239.3K2026-11-06
Heck Capital Advisors, LLC
DECREASED14,95720,959-6,002-29%$1.5M$1.1M-$379.2K2026-10-14
Acorn Financial Advisory Services Inc
DECREASED12,58912,610-210%$876.2K$906.6K+$30.4K2026-11-02
Soltis Investment Advisors LLC
INCREASED11,79411,538+256+2%$801.7K$849.3K+$47.6K2026-10-28
Bank of New York Mellon Corp
NEW10,693—+10,693——$770.1K—2026-11-05
Creative Financial Designs Inc
INCREASED10,4271,023+9,404+919%$71.1K$750.8K+$679.8K2026-11-04
Atlas Brown,Inc.
DECREASED10,19710,330-133-1%$717.7K$734.3K+$16.6K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED8,3879,941-1,554-16%$718.9K$610.4K-$108.5K2026-10-13
Signal Advisors Wealth, LLC
INCREASED8,3083,196+5,112+160%$222.1K$598.2K+$376.2K2026-10-13
Thrivent Financial for Lutherans
DECREASED8,21555,865-47,650-85%$3.9M$592.0K-$3.3M2026-11-05
Bayshore Capital Advisors, LLC
UNCHANGED8,1368,13600%$565.3K$585.9K+$20.6K2026-11-02
Redwood Financial Network Corp
INCREASED7,7766,923+853+12%$481.0K$560.0K+$79.0K2026-11-03
Elm3 Financial Group, LLC
DECREASED7,5137,551-380%$524.6K$541.0K+$16.4K2026-10-07
Sigma Planning Corp
DECREASED7,4138,843-1,430-16%$614.4K$533.8K-$80.6K2026-10-23
Sovran Advisors, LLC
DECREASED7,2297,529-300-4%$525.0K$474.0K-$51.0K2026-11-02
KCM Investment Advisors LLC
DECREASED6,6567,352-696-9%$510.8K$479.3K-$31.5K2026-10-27
Smith Shellnut Wilson LLC
UNCHANGED5,4355,43500%$377.6K$391.4K+$13.8K2026-10-21
VCI Wealth Management LLC
DECREASED4,8644,925-61-1%$342.2K$350.3K+$8.1K2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED4,8625,976-1,114-19%$415.2K$350.1K-$65.0K2026-10-26
Apollon Wealth Management, LLC
DECREASED4,5944,872-278-6%$338.5K$330.8K-$7.7K2026-10-23
Badgley Phelps Wealth Managers, LLC
DECREASED4,5864,911-325-7%$341.2K$330.2K-$11.0K2026-10-22
Williams & Novak Wealth Management, LLC
UNCHANGED4,5734,57300%$317.7K$329.3K+$11.6K2026-10-09
Capital Square, LLC
INCREASED4,4344,229+205+5%$305.8K$319.3K+$13.5K2026-10-19
Schmidt P J Investment Management Inc
INCREASED4,2944,213+81+2%$292.7K$309.2K+$16.5K2026-11-02
J.W. Cole Advisors, Inc.
UNCHANGED4,2754,27500%$297.0K$307.8K+$10.8K2026-11-05
PUREfi Wealth, LLC
UNCHANGED4,2334,23300%$294.1K$304.8K+$10.7K2026-10-19
Sanchez Gaunt Capital Management, LLC
UNCHANGED4,1374,13700%$287.4K$297.9K+$10.5K2026-11-03
Blue Fin Capital, Inc.
UNCHANGED4,1084,10800%$285.4K$295.8K+$10.4K2026-10-28
Asset One Wealth Management LLC
DECREASED4,0064,262-256-6%$313.0K$288.5K-$24.6K2026-11-02
LongView Wealth Management
INCREASED3,9913,981+10+0%$276.6K$287.4K+$10.7K2026-10-19
Piscataqua Savings Bank
UNCHANGED3,8973,89700%$270.7K$280.6K+$9.9K2026-10-21
Elmwood Wealth Management, Inc.
DECREASED3,7783,787-90%$263.1K$272.1K+$8.9K2026-10-14
Integral Investment Advisors, Inc.
INCREASED3,6013,420+181+5%$237.6K$259.3K+$21.7K2026-11-03
Park Avenue Securities LLC
INCREASED3,4643,455+9+0%$240.0K$249.0K+$9.0K2026-10-26
Compass Financial Management LLC
NEW3,407—+3,407——$245.3K—2026-10-30
Aspetuck Financial Management LLC
INCREASED3,2452,920+325+11%$202.9K$233.7K+$30.8K2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED3,1103,11000%$216.1K$224.0K+$7.9K2026-10-05
Brandywine OAK Private Wealth LLC
INCREASED3,1063,099+7+0%$215.3K$223.7K+$8.4K2026-10-23
KW Wealth Management LLC
NEW3,029—+3,029——$218.1K—2026-10-28
Mission Wealth Management, LP
DECREASED3,0134,020-1,007-25%$279.3K$217.0K-$62.4K2026-10-15
Mcrae Capital Management Inc
INCREASED3,0012,939+62+2%$204.2K$216.1K+$11.9K2026-10-15
Fifth Third Bancorp
INCREASED2,5362,033+503+25%$141.2K$182.6K+$41.4K2026-11-05
Plante Moran Financial Advisors, LLC
NEW1,583—+1,583——$114.0K—2026-11-04
Sage Mountain Advisors LLC
UNCHANGED1,2431,24300%$86.4K$89.5K+$3.1K2026-11-02
IFP Advisors, Inc
UNCHANGED76976900%$53.4K$55.4K+$1.9K2026-10-16
Gables Capital Management Inc.
UNCHANGED66266200%$46.0K$47.7K+$1.7K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED58217+565+3324%$1.2K$41.5K+$40.3K2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED57257200%$39.7K$41.2K+$1.4K2026-10-13
Rossby Financial, LCC
UNCHANGED57257200%$39.7K$41.2K+$1.4K2026-11-05
Pathway Financial Advisers, LLC
NEW530—+530——$38.1K—2026-10-27
WestEnd Advisors, LLC
NEW454—+454——$32.7K—2026-10-27
Private Trust Co NA
UNCHANGED41141100%$28.6K$29.6K+$1.0K2026-10-20
Clearstead Advisors, LLC
UNCHANGED37537500%$26.1K$27.0K+$9492026-11-06
Decker Retirement Planning Inc.
DECREASED369573-204-36%$39.8K$26.6K-$13.2K2026-10-19
Farther Finance Advisors, LLC
DECREASED3661,460-1,094-75%$101.4K$26.3K-$75.1K2026-10-08
Root Financial Partners, LLC
NEW347—+347——$25.0K—2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED31831800%$22.1K$22.9K+$8052026-10-27
Trust Co of Vermont
UNCHANGED30030000%$20.8K$21.6K+$7592026-10-21
GHP Investment Advisors, Inc.
UNCHANGED30030000%$20.8K$21.6K+$7592026-10-15
Parallel Advisors, LLC
INCREASED262261+1+0%$18.2K$18.8K+$6612026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED25625600%$17.8K$18.4K+$6482026-11-05
Assetmark, Inc
UNCHANGED22822800%$15.8K$16.4K+$5772026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED19425+169+676%$1.7K$14.0K+$12.2K2026-11-02
Signature Resources Capital Management, LLC
DECREASED182557-375-67%$38.7K$13.1K-$25.6K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED16716700%$11.6K$12.0K+$4502026-10-20
AlphaCore Capital LLC
INCREASED163162+1+1%$11.3K$11.7K+$4722026-11-04
Gamma Investing LLC
UNCHANGED13213200%$9.2K$9.5K+$3342026-10-08
Washington Trust Advisors, Inc.
UNCHANGED10010000%$6.9K$7.2K+$2532026-10-22
Pillar Financial Advisors, LLC
UNCHANGED979700%$6.7K$7.0K+$2452026-10-21
Nova Financial LLC
NEW90—+90——$6.5K—2026-11-04
WPG Advisers, LLC
UNCHANGED797900%$5.5K$5.7K+$2002026-10-27
TD Waterhouse Canada Inc.
UNCHANGED707000%$5.0K$5.0K+$52026-10-16
Wolff Wiese Magana LLC
UNCHANGED696900%$4.8K$5.0K+$1742026-10-15
Capital Investment Advisory Services, LLC
DECREASED5074-24-32%$5.1K$3.6K-$1.5K2026-10-30
Chapman Financial Group, LLC
UNCHANGED494900%$3.4K$3.6K+$1252026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED434300%$3.0K$3.1K+$1082026-10-16
US Bancorp \de\
DECREASED3643-7-16%$3.0K$2.6K-$4162026-11-05
Balance Wealth Partners LLC
NEW33—+33——$2.4K—2026-10-27
Birchbrook, Inc.
UNCHANGED232300%$1.6K$1.7K+$582026-10-14
Elevated Capital Advisors, LLC
DECREASED21703-682-97%$48.9K$1.5K-$47.3K2026-11-04
Golden State Wealth Management, LLC
UNCHANGED121200%$842$875+$332026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED7700%$486$504+$182026-11-03
Blue Trust, Inc.
NEW1—+1——$73—2026-10-15
Signaturefd, LLC
UNCHANGED1100%$55$57+$22026-10-23
New York Life Investment Management LLC
CLOSED025,481-25,481-100%$1.8M$0-$1.8M2026-11-04
AdvisorNet Financial, Inc
CLOSED0208-208-100%$14.5K$0-$14.5K2026-10-15
Financial Network Wealth Advisors LLC
CLOSED0135-135-100%$9.4K$0-$9.4K2026-10-28
Tsfg, LLC
CLOSED086-86-100%$6.0K$0-$6.0K2026-10-23
Avion Wealth
CLOSED09-9-100%$0$0$02026-11-04
Pension & Wealth Management Advisors, Inc.
CLOSED000—$34$0-$342026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED000—$303.4K$303.6K+$2522026-10-29
Charles Schwab Investment Management Inc
N/A—2,480,774-2,480,774-100%$172.4M———
Northwestern Mutual Wealth Management Co
N/A—1,075,138-1,075,138-100%$74.7M———
Ameriprise Financial Inc
N/A—683,957-683,957-100%$47.5M———
Morgan Stanley
N/A—626,072-626,072-100%$43.5M———
Mercer Global Advisors Inc
N/A—222,930-222,930-100%$15.5M———
LPL Financial LLC
N/A—154,723-154,723-100%$10.8M———
Royal Bank of Canada
N/A—143,517-143,517-100%$10.0M———
Stifel Financial Corp
N/A—141,467-141,467-100%$9.8M———
AE Wealth Management LLC
N/A—120,581-120,581-100%$8.4M———
Wells Fargo & Company
N/A—107,823-107,823-100%$7.5M———
Osaic Holdings, Inc.
N/A—100,866-100,866-100%$7.0M———
HighTower Advisors, LLC
N/A—87,005-87,005-100%$6.0M———
UBS Group AG
N/A—75,269-75,269-100%$5.2M———
Bank of America Corp
N/A—74,708-74,708-100%$5.2M———
NorthCoast Asset Management LLC
N/A—73,084-73,084-100%$5.1M———
Janney Montgomery Scott LLC
N/A—70,327-70,327-100%$4.9M———
Steward Partners Investment Advisory, LLC
N/A—68,836-68,836-100%$4.8M———
Raymond James Financial Inc
N/A—56,825-56,825-100%$3.9M———
Atlas Capital Advisors Inc.
N/A—50,207-50,207-100%$3.5M———
BNP Paribas Financial Markets
N/A—50,000-50,000-100%$3.5M———
FMR LLC
N/A—36,594-36,594-100%$2.5M———
Susquehanna International Group, LLP
N/A—30,965-30,965-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—29,700-29,700-100%$2.1M———
GTS Securities LLC
N/A—29,199-29,199-100%$2.0M———
Pacific SUN Financial Corp
N/A—28,984-28,984-100%$2.0M———
Stonebridge Financial Planning Group, LLC
N/A—28,789-28,789-100%$2.0M———
Jones Financial Companies Lllp
N/A—26,206-26,206-100%$1.8M———
Snowden Capital Advisors LLC
N/A—24,088-24,088-100%$1.7M———
D. E. Shaw & Co., Inc.
N/A—22,773-22,773-100%$1.6M———
Beckerman Institutional, LLC
N/A—22,122-22,122-100%$1.5M———
MAI Capital Management
N/A—21,367-21,367-100%$1.5M———
Arkadios Wealth Advisors
N/A—21,233-21,233-100%$1.5M———
Jacobs Equity LLC
N/A—21,058-21,058-100%$1.5M———
Maxele Advisors, LLC
N/A—19,226-19,226-100%$1.3M———
Vista Investment Management
N/A—19,174-19,174-100%$1.3M———
Nomura Asset Management Co LTD
N/A—19,000-19,000-100%$1.3M———
Cetera Investment Advisers
N/A—16,583-16,583-100%$1.2M———
MML Investors Services, LLC
N/A—16,401-16,401-100%$1.1M———
JPMorgan Chase & Co
N/A—16,299-16,299-100%$1.1M———
Summit Financial, LLC
N/A—15,398-15,398-100%$1.1M———
Advisory Services Network, LLC
N/A—13,055-13,055-100%$907.1K———
Main Street Financial Solutions, LLC
N/A—12,894-12,894-100%$895.9K———
Birchcreek Wealth Management, LLC
N/A—12,727-12,727-100%$884.3K———
Envestnet Asset Management Inc
N/A—12,018-12,018-100%$835.0K———
Tower Research Capital LLC (TRC)
N/A—10,330-10,330-100%$717.7K———
Victory Capital Management Inc
N/A—10,136-10,136-100%$704.3K———
Arax Advisory Partners
N/A—9,037-9,037-100%$628.0K———
HSBC Holdings PLC
N/A—8,962-8,962-100%$622.7K———
Equitable Holdings, Inc.
N/A—7,117-7,117-100%$494.5K———
Focus Partners Advisor Solutions, LLC
N/A—6,871-6,871-100%$477.4K———
Lifeworks Advisors, LLC
N/A—6,816-6,816-100%$473.6K———
Smithfield Trust Co
N/A—6,775-6,775-100%$469.0K———
Mariner, LLC
N/A—6,241-6,241-100%$433.6K———
Quantinno Capital Management LP
N/A—6,011-6,011-100%$417.6K———
NewEdge Advisors, LLC
N/A—5,180-5,180-100%$359.9K———
Pathstone Holdings, LLC
N/A—4,821-4,821-100%$335.0K———
IHT Wealth Management, LLC
N/A—4,750-4,750-100%$330.0K———
Principal Securities, Inc.
N/A—4,465-4,465-100%$310.2K———
Private Advisor Group, LLC
N/A—4,248-4,248-100%$295.2K———
Savvy Advisors, Inc.
N/A—4,153-4,153-100%$288.6K———
Sanctuary Advisors, LLC
N/A—4,136-4,136-100%$287.4K———
Leigh Baldwin & Co., LLC
N/A—4,126-4,126-100%$286.7K———
Goldman Sachs Group Inc
N/A—3,990-3,990-100%$277.2K———
Nwam LLC
N/A—3,895-3,895-100%$270.6K———
LaSalle St. Investment Advisors, LLC
N/A—3,743-3,743-100%$260.0K———
BFC Planning, Inc.
N/A—3,743-3,743-100%$260.1K———
Focus Partners Wealth
N/A—3,609-3,609-100%$250.8K———
Harbour Investments, Inc.
N/A—3,477-3,477-100%$241.6K———
SVB Wealth LLC
N/A—3,352-3,352-100%$232.9K———
O'shaughnessy Asset Management, LLC
N/A—3,339-3,339-100%$232.0K———
Stratos Wealth Partners, Ltd.
N/A—3,337-3,337-100%$231.9K———
HighPoint Advisor Group LLC
N/A—3,059-3,059-100%$212.5K———
RWA Wealth Partners, LLC
N/A—3,023-3,023-100%$210.0K———
Purkiss Capital Advisors LLC
N/A—2,903-2,903-100%$201.7K———
Atlantic Union Bankshares Corp
N/A—2,697-2,697-100%$187.4K———
Howe & Rusling Inc
N/A—2,547-2,547-100%$177.0K———
BlackRock, Inc.
N/A—2,050-2,050-100%$142.4K———
Brown Brothers Harriman & Co
N/A—1,620-1,620-100%$112.6K———
Rockefeller Capital Management L.P.
N/A—1,294-1,294-100%$89.9K———
Qube Research & Technologies Ltd
N/A—893-893-100%$62.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—845-845-100%$58.7K———
Global Retirement Partners, LLC
N/A—776-776-100%$53.9K———
Colonial Trust Co / SC
N/A—571-571-100%$39.7K———
Aptus Capital Advisors, LLC
N/A—429-429-100%$29.8K———
Allied Private Wealth LLC
N/A—419-419-100%$29.7K———
Regatta Research & Money Management
N/A—417-417-100%$29.0K———
Franklin Resources Inc
N/A—257-257-100%$17.9K———
Bank of Montreal
N/A—192-192-100%$13.3K———
Russell Investments Group, Ltd.
N/A—164-164-100%$11.4K———
Allworth Financial LP
N/A—133-133-100%$9.2K———
Copia Wealth Management
N/A—125-125-100%$8.7K———
Motco
N/A—113-113-100%$7.9K———
Blair William & Co
N/A—109-109-100%$7.6K———
Dunhill Financial, LLC
N/A—109-109-100%$7.6K———
Mark Sheptoff Financial Planning, LLC
N/A—72-72-100%$5.0K———
Godfrey Financial Associates, Inc.
N/A—70-70-100%$4.9K———
MidFirst Bank
N/A—60-60-100%$4.2K———
Geneos Wealth Management Inc.
N/A—19-19-100%$1.3K———
ARK Investment Management LLC
N/A—7-7-100%$482———
Federation des caisses Desjardins du Quebec
N/A—2-2-100%$139———
Showing 225 of 225 institutions