IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity ENH SM Cap ETF (FESM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,523,363 from 6,191,824
Change+1,331,539 (+22%)
Value$338.2M (+$39.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares2,831,304 from 2,419,327
Change+411,977 (+17%)
Value$127.3M (+$10.4M)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,683,170 from 2,890,540
Change-207,370 (-7%)
Value$120.6M (-$19.0M)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares2,425,179 from 2,584,876
Change-159,697 (-6%)
Value$109.0M (-$15.8M)
Filed 2026-11-05
Vantagepoint Investment Advisers LLC
DECREASED
Shares1,363,198 from 1,404,752
Change-41,554 (-3%)
Value$61.3M (-$6.6M)
Filed 2026-10-26
Calamos Wealth Management LLC
INCREASED
Shares1,097,677 from 1,063,263
Change+34,414 (+3%)
Value$49.3M (-$2.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares1,044,470 from 790,289
Change+254,181 (+32%)
Value$46.9M (+$8.8M)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares783,107 from 771,548
Change+11,559 (+2%)
Value$35.2M (-$2.1M)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares550,006 from 164,278
Change+385,728 (+235%)
Value$24.7M (+$16.8M)
Filed 2026-11-05
Thrivent Financial for Lutherans
NEW
Shares545,288
Change+545,288
Value$24.7M
Filed 2026-11-05
KFG Wealth Management, LLC
INCREASED
Shares473,992 from 451,959
Change+22,033 (+5%)
Value$21.3M (-$519.2K)
Filed 2026-10-16
Parkside Investments, LLC
INCREASED
Shares402,136 from 382,383
Change+19,753 (+5%)
Value$18.1M (-$389.3K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares401,441
Change+401,441
Value$18.0M
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares353,750 from 285,212
Change+68,538 (+24%)
Value$15.9M (+$2.1M)
Filed 2026-11-02
Great Valley Advisor Group, Inc.
DECREASED
Shares347,359 from 355,647
Change-8,288 (-2%)
Value$15.6M (-$1.6M)
Filed 2026-11-09
Dahring | Cusmano LLC
INCREASED
Shares325,525 from 319,007
Change+6,518 (+2%)
Value$14.6M (-$772.5K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares315,102 from 309,901
Change+5,201 (+2%)
Value$14.2M (-$801.3K)
Filed 2026-11-03
Mayfair Advisory Group, LLC
INCREASED
Shares313,592 from 297,644
Change+15,948 (+5%)
Value$14.1M (+$190.1K)
Filed 2026-10-20
Little House Capital LLC
DECREASED
Shares300,363 from 335,887
Change-35,524 (-11%)
Value$13.5M (-$2.7M)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares243,174 from 175,450
Change+67,724 (+39%)
Value$10.9M (+$2.5M)
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares219,296 from 196,379
Change+22,917 (+12%)
Value$9.9M (+$14.2K)
Filed 2026-10-08
Lynch & Associates
INCREASED
Shares218,835 from 35,574
Change+183,261 (+515%)
Value$9.8M (+$8.1M)
Filed 2026-10-13
Investment Advisory Services Inc
INCREASED
Shares205,203 from 102,740
Change+102,463 (+100%)
Value$9.2M (+$4.3M)
Filed 2026-10-27
HighPoint Advisor Group LLC
DECREASED
Shares200,831 from 332,587
Change-131,756 (-40%)
Value$9.0M (-$7.0M)
Filed 2026-11-09
Salus Financial Advisors, LLC
DECREASED
Shares192,425 from 200,250
Change-7,825 (-4%)
Value$8.6M (-$1.0M)
Filed 2026-10-20
Systelligence, LLC
DECREASED
Shares188,491 from 400,481
Change-211,990 (-53%)
Value$9.7M (-$9.7M)
Filed 2026-11-05
Milestone Investment Advisors LLC
INCREASED
Shares170,556 from 169,703
Change+853 (+1%)
Value$7.7M (-$528.5K)
Filed 2026-11-05
Riversedge Advisors, LLC
INCREASED
Shares167,464 from 159,597
Change+7,867 (+5%)
Value$7.5M (-$179.5K)
Filed 2026-10-09
American National Bank of Texas
DECREASED
Shares149,550 from 154,613
Change-5,063 (-3%)
Value$6.7M (-$744.0K)
Filed 2026-10-07
Atria Investments, Inc
INCREASED
Shares147,457 from 138,909
Change+8,548 (+6%)
Value$6.6M (-$79.7K)
Filed 2026-10-15
Holos Integrated Wealth LLC
INCREASED
Shares147,450 from 141,895
Change+5,555 (+4%)
Value$6.5M (-$173.3K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares144,838 from 134,818
Change+10,020 (+7%)
Value$6.6M (+$146.0K)
Filed 2026-10-13
Breakwater Capital Group
INCREASED
Shares137,686 from 117,082
Change+20,604 (+18%)
Value$6.2M (+$535.1K)
Filed 2026-10-09
IAG Wealth Partners, LLC
INCREASED
Shares137,497 from 132,532
Change+4,965 (+4%)
Value$6.2M (-$219.5K)
Filed 2026-11-06
Fortis Capital Advisors, LLC
NEW
Shares130,300
Change+130,300
Value$5.9M
Filed 2026-11-09
Belpointe Asset Management LLC
NEW
Shares130,300
Change+130,300
Value$5.9M
Filed 2026-11-09
tru Independence LLC
INCREASED
Shares125,308 from 122,579
Change+2,729 (+2%)
Value$5.6M (-$286.7K)
Filed 2026-10-20
Armor Investment Advisors, LLC
DECREASED
Shares122,918 from 124,642
Change-1,724 (-1%)
Value$5.5M (-$493.8K)
Filed 2026-10-27
Envision Financial LLC
INCREASED
Shares120,718 from 94,116
Change+26,602 (+28%)
Value$5.4M (+$881.4K)
Filed 2026-10-15
Integrated Capital Management, LLC
INCREASED
Shares117,442 from 117,377
Change+65 (+0%)
Value$5.3M (-$389.1K)
Filed 2026-10-23
InTrack Investment Management Inc
INCREASED
Shares116,199 from 56,216
Change+59,983 (+107%)
Value$5.2M (+$2.5M)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares115,716 from 700
Change+115,016 (+16431%)
Value$5.2M (+$5.2M)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
INCREASED
Shares111,790 from 109,366
Change+2,424 (+2%)
Value$5.0M (-$256.3K)
Filed 2026-10-23
Lincoln Capital Corp
INCREASED
Shares109,831 from 109,433
Change+398 (+0%)
Value$4.9M (-$347.6K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares109,080 from 8,102
Change+100,978 (+1246%)
Value$4.9M (+$4.5M)
Filed 2026-10-29
Merit Financial Group, LLC
DECREASED
Shares103,347 from 133,836
Change-30,489 (-23%)
Value$4.6M (-$1.8M)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares98,627 from 18,985
Change+79,642 (+420%)
Value$4.4M (+$3.5M)
Filed 2026-10-16
FMA Wealth Management, LLC
INCREASED
Shares87,371 from 86,794
Change+577 (+1%)
Value$3.9M (-$264.0K)
Filed 2026-10-21
Tableaux LLC
INCREASED
Shares81,422 from 81,342
Change+80 (+0%)
Value$3.7M (-$268.1K)
Filed 2026-10-23
Greenwood Capital Associates LLC
INCREASED
Shares79,860 from 71,733
Change+8,127 (+11%)
Value$3.6M (+$125.7K)
Filed 2026-10-27
Clearwave Capital, LLC
INCREASED
Shares79,398 from 73,128
Change+6,270 (+9%)
Value$3.6M (+$37.6K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares79,275 from 61,590
Change+17,685 (+29%)
Value$3.6M (+$589.3K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares77,136 from 101,388
Change-24,252 (-24%)
Value$3.5M (-$1.4M)
Filed 2026-10-16
CLG LLC
DECREASED
Shares75,433 from 113,400
Change-37,967 (-33%)
Value$3.4M (-$2.1M)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares72,164 from 59,900
Change+12,264 (+20%)
Value$3.2M (+$351.2K)
Filed 2026-11-06
Croban
INCREASED
Shares70,457 from 67,283
Change+3,174 (+5%)
Value$3.2M (-$82.0K)
Filed 2026-11-09
Soltis Investment Advisors LLC
DECREASED
Shares69,550 from 70,419
Change-869 (-1%)
Value$3.1M (-$274.2K)
Filed 2026-10-28
PFG Advisors
INCREASED
Shares67,197 from 65,110
Change+2,087 (+3%)
Value$3.0M (-$123.7K)
Filed 2026-10-16
Investmark Advisory Group LLC
INCREASED
Shares61,141 from 58,160
Change+2,981 (+5%)
Value$2.7M (-$60.2K)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares60,725 from 27,600
Change+33,125 (+120%)
Value$2.7M (+$1.4M)
Filed 2026-11-04
Hicks Capital Management LLC
UNCHANGED
Shares60,222 from 60,222
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-20
Penobscot Wealth Management
INCREASED
Shares56,767 from 55,570
Change+1,197 (+2%)
Value$2.6M (-$131.8K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares56,673 from 53,796
Change+2,877 (+5%)
Value$2.5M (-$50.2K)
Filed 2026-10-08
PKS Advisory Services, LLC
UNCHANGED
Shares55,851 from 55,851
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-26
D.A. Davidson & Co.
NEW
Shares55,584
Change+55,584
Value$2.5M
Filed 2026-10-28
Brookstone Capital Management
NEW
Shares53,041
Change+53,041
Value$2.4M
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares52,645 from 52,046
Change+599 (+1%)
Value$2.4M (-$146.9K)
Filed 2026-10-23
Harbour Investments, Inc.
INCREASED
Shares49,234 from 48,916
Change+318 (+1%)
Value$2.2M (-$149.1K)
Filed 2026-11-09
Encompass More Asset Management
DECREASED
Shares44,498 from 48,092
Change-3,594 (-7%)
Value$2.0M (-$322.2K)
Filed 2026-10-16
Peoples Bank
INCREASED
Shares44,315 from 36,953
Change+7,362 (+20%)
Value$2.0M (+$207.5K)
Filed 2026-10-26
Calamos Advisors LLC
DECREASED
Shares42,557 from 43,103
Change-546 (-1%)
Value$1.9M (-$168.5K)
Filed 2026-11-02
LongView Wealth Management
INCREASED
Shares41,792 from 37,093
Change+4,699 (+13%)
Value$1.9M (+$87.3K)
Filed 2026-10-19
Beacon Financial Advisory LLC
INCREASED
Shares41,616 from 40,989
Change+627 (+2%)
Value$1.9M (-$108.7K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares40,670 from 34,519
Change+6,151 (+18%)
Value$1.8M (+$161.2K)
Filed 2026-11-05
Sugar Maple Asset Management, LLC
NEW
Shares39,415
Change+39,415
Value$1.8M
Filed 2026-10-13
DecisionMap Wealth Management, LLC
DECREASED
Shares38,913 from 39,016
Change-103 (0%)
Value$1.7M (-$134.9K)
Filed 2026-10-29
Redw Wealth LLC
INCREASED
Shares36,736 from 32,392
Change+4,344 (+13%)
Value$1.7M (+$87.1K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares36,290 from 24,711
Change+11,579 (+47%)
Value$1.6M (+$437.9K)
Filed 2026-11-06
FCG Investment Co
INCREASED
Shares34,724 from 32,754
Change+1,970 (+6%)
Value$1.6M (-$20.8K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares31,404 from 22,748
Change+8,656 (+38%)
Value$1.4M (+$313.1K)
Filed 2026-10-16
Bluedoor Private Wealth, LLC
UNCHANGED
Shares29,193 from 29,193
Change0 (0%)
Value$1.3M (-$97.5K)
Filed 2026-11-05
Uptick Partners, LLC
INCREASED
Shares29,073 from 25,730
Change+3,343 (+13%)
Value$1.3M (+$64.3K)
Filed 2026-11-04
HighTower Advisors, LLC
DECREASED
Shares28,862 from 30,881
Change-2,019 (-7%)
Value$1.3M (-$193.9K)
Filed 2026-11-10
Sigma Planning Corp
NEW
Shares27,595
Change+27,595
Value$1.2M
Filed 2026-10-23
IFG Advisory, LLC
DECREASED
Shares27,393 from 27,864
Change-471 (-2%)
Value$1.2M (-$114.3K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
INCREASED
Shares25,883 from 24,465
Change+1,418 (+6%)
Value$1.2M (-$18.0K)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares25,547 from 21,830
Change+3,717 (+17%)
Value$1.1M (+$94.2K)
Filed 2026-11-02
Worth Asset Management, LLC
INCREASED
Shares24,583 from 15,190
Change+9,393 (+62%)
Value$1.1M (+$371.5K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares23,005 from 20,348
Change+2,657 (+13%)
Value$1.0M (+$51.5K)
Filed 2026-10-30
Townsend Financial Planning, LLC
INCREASED
Shares22,993 from 18,966
Change+4,027 (+21%)
Value$1.0M (+$117.7K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares22,777 from 22,727
Change+50 (+0%)
Value$1.0M (-$73.7K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
DECREASED
Shares21,478 from 21,508
Change-30 (0%)
Value$965.5K (-$73.2K)
Filed 2026-10-22
Rasp Wealth Solutions, LLC
INCREASED
Shares21,342 from 17,382
Change+3,960 (+23%)
Value$959.3K (+$119.9K)
Filed 2026-11-06
Beam Wealth Advisors, Inc.
INCREASED
Shares20,750 from 18,264
Change+2,486 (+14%)
Value$932.7K (+$50.7K)
Filed 2026-11-03
Allegheny Financial Group
INCREASED
Shares19,702 from 15,144
Change+4,558 (+30%)
Value$885.6K (+$154.3K)
Filed 2026-11-05
MFA Wealth Services
INCREASED
Shares19,327 from 18,495
Change+832 (+5%)
Value$868.7K (-$24.4K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares17,976 from 9,388
Change+8,588 (+91%)
Value$808.0K (+$354.7K)
Filed 2026-10-26
Register Financial Advisors LLC
INCREASED
Shares17,075 from 17,040
Change+35 (+0%)
Value$767.5K (-$55.3K)
Filed 2026-10-23
Mcrae Capital Management Inc
INCREASED
Shares17,042 from 16,569
Change+473 (+3%)
Value$766.0K (-$34.1K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares16,925
Change+16,925
Value$760.8K
Filed 2026-11-03
Lido Advisors, LLC
NEW
Shares15,998
Change+15,998
Value$719.1K
Filed 2026-11-04
SFG Wealth Management, Llc.
INCREASED
Shares15,535 from 14,215
Change+1,320 (+9%)
Value$698.3K (+$11.9K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
NEW
Shares15,455
Change+15,455
Value$694.7K
Filed 2026-10-14
Sheets Smith Wealth Management
INCREASED
Shares15,285 from 5,351
Change+9,934 (+186%)
Value$687.1K (+$428.7K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares14,554 from 14,694
Change-140 (-1%)
Value$655.8K (-$53.8K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares14,454 from 14,831
Change-377 (-3%)
Value$649.7K (-$66.5K)
Filed 2026-10-20
Carnegie Investment Counsel
NEW
Shares14,422
Change+14,422
Value$648.3K
Filed 2026-10-20
Next Level Private LLC
NEW
Shares14,028
Change+14,028
Value$630.6K
Filed 2026-10-20
Delta Investment Management, LLC
INCREASED
Shares13,966 from 13,715
Change+251 (+2%)
Value$627.8K (-$34.5K)
Filed 2026-11-09
Financial Perspectives, Inc
INCREASED
Shares13,852 from 13,137
Change+715 (+5%)
Value$622.7K (-$11.7K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares13,802 from 9,200
Change+4,602 (+50%)
Value$620.4K (+$176.1K)
Filed 2026-10-23
AdvisorNet Financial, Inc
INCREASED
Shares13,504 from 4,342
Change+9,162 (+211%)
Value$599.7K (+$390.0K)
Filed 2026-10-15
HBW Advisory Services LLC
DECREASED
Shares13,069 from 14,056
Change-987 (-7%)
Value$587.5K (-$91.3K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
DECREASED
Shares12,954 from 12,964
Change-10 (0%)
Value$582.3K (-$43.7K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares12,723 from 5,790
Change+6,933 (+120%)
Value$571.9K (+$292.3K)
Filed 2026-10-13
Ballew Advisors, Inc
INCREASED
Shares12,192 from 5,592
Change+6,600 (+118%)
Value$556.3K (+$290.2K)
Filed 2026-10-05
Harbor Asset Planning, Inc.
INCREASED
Shares12,105 from 5,911
Change+6,194 (+105%)
Value$544.2K (+$258.7K)
Filed 2026-10-23
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares12,061 from 12,061
Change0 (0%)
Value$542.1K (-$40.3K)
Filed 2026-11-05
Bay Capital Advisors, LLC
NEW
Shares12,000
Change+12,000
Value$539.4K
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares11,731 from 10,784
Change+947 (+9%)
Value$527.3K (+$6.6K)
Filed 2026-11-03
Nuveen, LLC
NEW
Shares11,636
Change+11,636
Value$524.3K
Filed 2026-11-10
Cullen T Bankers, Inc.
DECREASED
Shares11,242 from 15,238
Change-3,996 (-26%)
Value$505.3K (-$230.5K)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares10,757 from 9,738
Change+1,019 (+10%)
Value$483.5K (+$13.3K)
Filed 2026-10-21
Canvas Wealth Advisors, LLC
DECREASED
Shares10,519 from 12,493
Change-1,974 (-16%)
Value$486.5K (-$116.8K)
Filed 2026-11-02
Dana Investment Advisors, Inc.
INCREASED
Shares10,514 from 8,900
Change+1,614 (+18%)
Value$472.6K (+$42.8K)
Filed 2026-11-06
Bessemer Group Inc
NEW
Shares9,360
Change+9,360
Value$421.0K
Filed 2026-11-09
VestGen Advisors, LLC
INCREASED
Shares9,331 from 7,491
Change+1,840 (+25%)
Value$419.4K (+$57.7K)
Filed 2026-10-27
Verdence Capital Advisors LLC
INCREASED
Shares8,976 from 8,235
Change+741 (+9%)
Value$403.5K (+$5.8K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares8,946 from 12,916
Change-3,970 (-31%)
Value$402.1K (-$221.6K)
Filed 2026-11-02
Western Wealth Management, LLC
NEW
Shares8,832
Change+8,832
Value$397.0K
Filed 2026-11-09
Prospera Financial Services Inc
NEW
Shares8,753
Change+8,753
Value$398.0K
Filed 2026-11-04
Curtis Advisory Group, LLC
DECREASED
Shares8,701 from 60,402
Change-51,701 (-86%)
Value$391.1K (-$2.5M)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares8,456 from 2,058
Change+6,398 (+311%)
Value$380.1K (+$280.7K)
Filed 2026-11-05
KWB Wealth
DECREASED
Shares8,413 from 8,453
Change-40 (0%)
Value$378.2K (-$30.0K)
Filed 2026-10-16
Valued Retirements, Inc.
INCREASED
Shares8,301 from 4,331
Change+3,970 (+92%)
Value$373.1K (+$164.0K)
Filed 2026-11-06
Advisory Resource Group
NEW
Shares8,081
Change+8,081
Value$363.3K
Filed 2026-10-26
Financial Partners Group, Inc
INCREASED
Shares7,741 from 7,718
Change+23 (+0%)
Value$348.0K (-$24.7K)
Filed 2026-10-19
Davenport & Co LLC
NEW
Shares6,661
Change+6,661
Value$299.4K
Filed 2026-10-14
Thoroughbred Financial Services, LLC
NEW
Shares6,585
Change+6,585
Value$295.0K
Filed 2026-11-09
Annis Gardner Whiting Capital Advisors, LLC
NEW
Shares6,200
Change+6,200
Value$278.7K
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares5,980 from 5,980
Change0 (0%)
Value$288.8K ($0)
Filed 2026-11-06
John G Ullman & Associates Inc
INCREASED
Shares5,848 from 5,847
Change+1 (+0%)
Value$262.9K (-$19.5K)
Filed 2026-11-04
Lowe Brockenbrough & Co Inc
NEW
Shares5,813
Change+5,813
Value$261.3K
Filed 2026-11-09
J.W. Cole Advisors, Inc.
NEW
Shares5,809
Change+5,809
Value$261.1K
Filed 2026-11-05
Zenith Solutions, Inc.
NEW
Shares5,754
Change+5,754
Value$258.7K
Filed 2026-10-19
ARK & TLK Investments, LLC
INCREASED
Shares5,650 from 5,638
Change+12 (+0%)
Value$254.0K (-$18.3K)
Filed 2026-10-20
Ball & Co Wealth Management Inc.
INCREASED
Shares5,412 from 5,320
Change+92 (+2%)
Value$243.3K (-$12.7K)
Filed 2026-11-05
Ethic Inc.
NEW
Shares5,180
Change+5,180
Value$232.8K
Filed 2026-11-03
Traynor Capital Management, Inc.
NEW
Shares5,060
Change+5,060
Value$227.4K
Filed 2026-10-29
Kathmere Capital Management, LLC
UNCHANGED
Shares4,915 from 4,915
Change0 (0%)
Value$220.9K (-$16.4K)
Filed 2026-10-20
Wedbush Securities Inc
NEW
Shares4,893
Change+4,893
Value$220.0K
Filed 2026-10-22
Vann Equity Management LLC
INCREASED
Shares4,704 from 4,608
Change+96 (+2%)
Value$211.5K (-$11.1K)
Filed 2026-10-08
Wealthstar Advisors, LLC
INCREASED
Shares4,603 from 4,534
Change+69 (+2%)
Value$206.9K (-$12.1K)
Filed 2026-10-19
Piscataqua Savings Bank
INCREASED
Shares4,200 from 3,700
Change+500 (+14%)
Value$188.8K (+$10.1K)
Filed 2026-10-21
Clearstead Advisors, LLC
UNCHANGED
Shares3,831 from 3,831
Change0 (0%)
Value$172.2K (-$12.8K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares3,648
Change+3,648
Value$164.0K
Filed 2026-10-27
Fairway Wealth LLC
UNCHANGED
Shares3,161 from 3,161
Change0 (0%)
Value$142.1K (-$10.6K)
Filed 2026-10-30
First Command Advisory Services, Inc.
NEW
Shares2,260
Change+2,260
Value$101.6K
Filed 2026-11-05
Mosley Wealth Management
NEW
Shares1,550
Change+1,550
Value$69.7K
Filed 2026-10-16
Hantz Financial Services, Inc.
INCREASED
Shares1,536 from 1,515
Change+21 (+1%)
Value$69.0K (-$4.0K)
Filed 2026-11-09
Bank of Montreal
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$59.2K (-$4.4K)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares1,281
Change+1,281
Value$57.6K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares1,217 from 1,214
Change+3 (+0%)
Value$54.7K (-$3.9K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares1,177 from 35,527
Change-34,350 (-97%)
Value$53.2K (-$1.7M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares1,048 from 702
Change+346 (+49%)
Value$47.1K (+$13.2K)
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares900
Change+900
Value$40.4K
Filed 2026-10-15
Nova Financial LLC
NEW
Shares822
Change+822
Value$37.0K
Filed 2026-11-04
Kingdom Financial Group Llc.
NEW
Shares785
Change+785
Value$35.3K
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares687
Change+687
Value$30.9K
Filed 2026-10-27
Coston, McIsaac & Partners
INCREASED
Shares623 from 419
Change+204 (+49%)
Value$28.0K (+$28.0K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares552 from 690
Change-138 (-20%)
Value$24.8K (-$8.5K)
Filed 2026-11-06
US Bancorp \de\
NEW
Shares469
Change+469
Value$21.1K
Filed 2026-11-05
Trust Co
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$18.3K (-$1.4K)
Filed 2026-10-09
Concord Wealth Partners
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$16.5K (-$1.2K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
NEW
Shares350
Change+350
Value$15.7K
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares324 from 323
Change+1 (+0%)
Value$14.6K (-$1.1K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED
Shares278 from 299
Change-21 (-7%)
Value$12.5K (-$1.9K)
Filed 2026-10-30
Byrne Asset Management LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$11.1K (-$752)
Filed 2026-10-06
Pathway Financial Advisers, LLC
NEW
Shares191
Change+191
Value$8.6K
Filed 2026-10-27
CoreCap Advisors, LLC
NEW
Shares176
Change+176
Value$7.9K
Filed 2026-10-08
CKW Financial Group
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$4 (-$1)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$4.1K (-$308)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.6K (-$68)
Filed 2026-11-04
Buck Wealth Strategies, LLC
NEW
Shares27
Change+27
Value$1.2K
Filed 2026-10-28
IFS Advisors, LLC
NEW
Shares27
Change+27
Value$1.2K
Filed 2026-10-14
Highline Wealth Partners LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$944 (-$70)
Filed 2026-10-19
Mainstream Capital Management LLC
NEW
Shares1
Change+1
Value$45
Filed 2026-10-23
TritonPoint Partners, LLC
CLOSED
Shares0 from 32,102
Change-32,102 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
WJ Wealth Management, LLC
CLOSED
Shares0 from 27,050
Change-27,050 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
XML Financial, LLC
CLOSED
Shares0 from 9,360
Change-9,360 (-100%)
Value$0 (-$452.0K)
Filed 2026-10-29
National Wealth Management Group, LLC
CLOSED
Shares0 from 6,650
Change-6,650 (-100%)
Value$0 (-$321.1K)
Filed 2026-10-26
Facet Wealth, Inc.
CLOSED
Shares0 from 5,540
Change-5,540 (-100%)
Value$0 (-$267.5K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 5,159
Change-5,159 (-100%)
Value$0 (-$249.1K)
Filed 2026-10-13
Brighton Jones LLC
CLOSED
Shares0 from 4,305
Change-4,305 (-100%)
Value$0 (-$207.9K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 4,190
Change-4,190 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 442
Change-442 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-16
FMR LLC
N/A
Shares— from 24,935,805
Change-24,935,805 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,917,913
Change-7,917,913 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,448,956
Change-4,448,956 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,763,133
Change-2,763,133 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,594,423
Change-2,594,423 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,510,828
Change-2,510,828 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,061,259
Change-2,061,259 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,876,054
Change-1,876,054 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,806,141
Change-1,806,141 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,749,135
Change-1,749,135 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,742,429
Change-1,742,429 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,501,451
Change-1,501,451 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,331,452
Change-1,331,452 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,246,856
Change-1,246,856 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,194,801
Change-1,194,801 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 947,267
Change-947,267 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 851,673
Change-851,673 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 392,125
Change-392,125 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 383,270
Change-383,270 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 370,869
Change-370,869 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 318,779
Change-318,779 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 260,147
Change-260,147 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 242,900
Change-242,900 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 241,427
Change-241,427 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 234,665
Change-234,665 (-100%)
Value—
UBS Group AG
N/A
Shares— from 226,814
Change-226,814 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 223,920
Change-223,920 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 214,717
Change-214,717 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 202,070
Change-202,070 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 192,503
Change-192,503 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 176,654
Change-176,654 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 150,039
Change-150,039 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 142,639
Change-142,639 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 140,462
Change-140,462 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 139,079
Change-139,079 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 107,460
Change-107,460 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 107,057
Change-107,057 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 106,996
Change-106,996 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 105,564
Change-105,564 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 99,018
Change-99,018 (-100%)
Value—
&partners
N/A
Shares— from 94,578
Change-94,578 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 78,985
Change-78,985 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 69,758
Change-69,758 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 69,171
Change-69,171 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 68,485
Change-68,485 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 66,996
Change-66,996 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 53,961
Change-53,961 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 52,065
Change-52,065 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,012
Change-51,012 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,202
Change-47,202 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 43,934
Change-43,934 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 40,004
Change-40,004 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 38,440
Change-38,440 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,424
Change-38,424 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 36,960
Change-36,960 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,720
Change-33,720 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 32,210
Change-32,210 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 29,962
Change-29,962 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 26,042
Change-26,042 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 19,485
Change-19,485 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,023
Change-19,023 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 17,960
Change-17,960 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,529
Change-17,529 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,511
Change-17,511 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,729
Change-16,729 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,280
Change-16,280 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,714
Change-14,714 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 14,310
Change-14,310 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,219
Change-13,219 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,137
Change-11,137 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,530
Change-10,530 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 9,305
Change-9,305 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,161
Change-8,161 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,028
Change-6,028 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,833
Change-5,833 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 500
Change-500 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 400
Change-400 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 170
Change-170 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35
Change-35 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,523,3636,191,824+1,331,539+22%$299.0M$338.2M+$39.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED2,831,3042,419,327+411,977+17%$116.8M$127.3M+$10.4M2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED2,683,1702,890,540-207,370-7%$139.6M$120.6M-$19.0M2026-10-20
Fifth Third Bancorp
DECREASED2,425,1792,584,876-159,697-6%$124.8M$109.0M-$15.8M2026-11-05
Vantagepoint Investment Advisers LLC
DECREASED1,363,1981,404,752-41,554-3%$67.8M$61.3M-$6.6M2026-10-26
Calamos Wealth Management LLC
INCREASED1,097,6771,063,263+34,414+3%$51.3M$49.3M-$2.0M2026-11-02
Kestra Advisory Services, LLC
INCREASED1,044,470790,289+254,181+32%$38.2M$46.9M+$8.8M2026-11-02
Focus Financial Network, Inc.
INCREASED783,107771,548+11,559+2%$37.3M$35.2M-$2.1M2026-10-14
Bank of New York Mellon Corp
INCREASED550,006164,278+385,728+235%$7.9M$24.7M+$16.8M2026-11-05
Thrivent Financial for Lutherans
NEW545,288—+545,288——$24.7M—2026-11-05
KFG Wealth Management, LLC
INCREASED473,992451,959+22,033+5%$21.8M$21.3M-$519.2K2026-10-16
Parkside Investments, LLC
INCREASED402,136382,383+19,753+5%$18.5M$18.1M-$389.3K2026-10-20
Provenance Wealth Advisors, LLC
NEW401,441—+401,441——$18.0M—2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED353,750285,212+68,538+24%$13.8M$15.9M+$2.1M2026-11-02
Great Valley Advisor Group, Inc.
DECREASED347,359355,647-8,288-2%$17.2M$15.6M-$1.6M2026-11-09
Dahring | Cusmano LLC
INCREASED325,525319,007+6,518+2%$15.4M$14.6M-$772.5K2026-11-03
Summit Investment Advisory Services, LLC
INCREASED315,102309,901+5,201+2%$15.0M$14.2M-$801.3K2026-11-03
Mayfair Advisory Group, LLC
INCREASED313,592297,644+15,948+5%$13.9M$14.1M+$190.1K2026-10-20
Little House Capital LLC
DECREASED300,363335,887-35,524-11%$16.2M$13.5M-$2.7M2026-11-06
TD Private Client Wealth LLC
INCREASED243,174175,450+67,724+39%$8.5M$10.9M+$2.5M2026-10-28
First Heartland Consultants, Inc.
INCREASED219,296196,379+22,917+12%$9.8M$9.9M+$14.2K2026-10-08
Lynch & Associates
INCREASED218,83535,574+183,261+515%$1.7M$9.8M+$8.1M2026-10-13
Investment Advisory Services Inc
INCREASED205,203102,740+102,463+100%$5.0M$9.2M+$4.3M2026-10-27
HighPoint Advisor Group LLC
DECREASED200,831332,587-131,756-40%$16.1M$9.0M-$7.0M2026-11-09
Salus Financial Advisors, LLC
DECREASED192,425200,250-7,825-4%$9.7M$8.6M-$1.0M2026-10-20
Systelligence, LLC
DECREASED188,491400,481-211,990-53%$19.3M$9.7M-$9.7M2026-11-05
Milestone Investment Advisors LLC
INCREASED170,556169,703+853+1%$8.2M$7.7M-$528.5K2026-11-05
Riversedge Advisors, LLC
INCREASED167,464159,597+7,867+5%$7.7M$7.5M-$179.5K2026-10-09
American National Bank of Texas
DECREASED149,550154,613-5,063-3%$7.5M$6.7M-$744.0K2026-10-07
Atria Investments, Inc
INCREASED147,457138,909+8,548+6%$6.7M$6.6M-$79.7K2026-10-15
Holos Integrated Wealth LLC
INCREASED147,450141,895+5,555+4%$6.7M$6.5M-$173.3K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED144,838134,818+10,020+7%$6.4M$6.6M+$146.0K2026-10-13
Breakwater Capital Group
INCREASED137,686117,082+20,604+18%$5.7M$6.2M+$535.1K2026-10-09
IAG Wealth Partners, LLC
INCREASED137,497132,532+4,965+4%$6.4M$6.2M-$219.5K2026-11-06
Fortis Capital Advisors, LLC
NEW130,300—+130,300——$5.9M—2026-11-09
Belpointe Asset Management LLC
NEW130,300—+130,300——$5.9M—2026-11-09
tru Independence LLC
INCREASED125,308122,579+2,729+2%$5.9M$5.6M-$286.7K2026-10-20
Armor Investment Advisors, LLC
DECREASED122,918124,642-1,724-1%$6.0M$5.5M-$493.8K2026-10-27
Envision Financial LLC
INCREASED120,71894,116+26,602+28%$4.5M$5.4M+$881.4K2026-10-15
Integrated Capital Management, LLC
INCREASED117,442117,377+65+0%$5.7M$5.3M-$389.1K2026-10-23
InTrack Investment Management Inc
INCREASED116,19956,216+59,983+107%$2.7M$5.2M+$2.5M2026-10-15
Parallel Advisors, LLC
INCREASED115,716700+115,016+16431%$33.8K$5.2M+$5.2M2026-11-03
Carolina Wealth Advisors, LLC
INCREASED111,790109,366+2,424+2%$5.3M$5.0M-$256.3K2026-10-23
Lincoln Capital Corp
INCREASED109,831109,433+398+0%$5.3M$4.9M-$347.6K2026-10-13
Vise Technologies, Inc.
INCREASED109,0808,102+100,978+1246%$391.2K$4.9M+$4.5M2026-10-29
Merit Financial Group, LLC
DECREASED103,347133,836-30,489-23%$6.5M$4.6M-$1.8M2026-11-06
IFP Advisors, Inc
INCREASED98,62718,985+79,642+420%$916.8K$4.4M+$3.5M2026-10-16
FMA Wealth Management, LLC
INCREASED87,37186,794+577+1%$4.2M$3.9M-$264.0K2026-10-21
Tableaux LLC
INCREASED81,42281,342+80+0%$3.9M$3.7M-$268.1K2026-10-23
Greenwood Capital Associates LLC
INCREASED79,86071,733+8,127+11%$3.5M$3.6M+$125.7K2026-10-27
Clearwave Capital, LLC
INCREASED79,39873,128+6,270+9%$3.5M$3.6M+$37.6K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED79,27561,590+17,685+29%$3.0M$3.6M+$589.3K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED77,136101,388-24,252-24%$4.9M$3.5M-$1.4M2026-10-16
CLG LLC
DECREASED75,433113,400-37,967-33%$5.5M$3.4M-$2.1M2026-10-13
Valmark Advisers, Inc.
INCREASED72,16459,900+12,264+20%$2.9M$3.2M+$351.2K2026-11-06
Croban
INCREASED70,45767,283+3,174+5%$3.2M$3.2M-$82.0K2026-11-09
Soltis Investment Advisors LLC
DECREASED69,55070,419-869-1%$3.4M$3.1M-$274.2K2026-10-28
PFG Advisors
INCREASED67,19765,110+2,087+3%$3.1M$3.0M-$123.7K2026-10-16
Investmark Advisory Group LLC
INCREASED61,14158,160+2,981+5%$2.8M$2.7M-$60.2K2026-10-27
Creative Financial Designs Inc
INCREASED60,72527,600+33,125+120%$1.3M$2.7M+$1.4M2026-11-04
Hicks Capital Management LLC
UNCHANGED60,22260,22200%$2.9M$2.9M$02026-10-20
Penobscot Wealth Management
INCREASED56,76755,570+1,197+2%$2.7M$2.6M-$131.8K2026-10-21
Farther Finance Advisors, LLC
INCREASED56,67353,796+2,877+5%$2.6M$2.5M-$50.2K2026-10-08
PKS Advisory Services, LLC
UNCHANGED55,85155,85100%$2.7M$2.7M$02026-10-26
D.A. Davidson & Co.
NEW55,584—+55,584——$2.5M—2026-10-28
Brookstone Capital Management
NEW53,041—+53,041——$2.4M—2026-10-22
Sowell Financial Services LLC
INCREASED52,64552,046+599+1%$2.5M$2.4M-$146.9K2026-10-23
Harbour Investments, Inc.
INCREASED49,23448,916+318+1%$2.4M$2.2M-$149.1K2026-11-09
Encompass More Asset Management
DECREASED44,49848,092-3,594-7%$2.3M$2.0M-$322.2K2026-10-16
Peoples Bank
INCREASED44,31536,953+7,362+20%$1.8M$2.0M+$207.5K2026-10-26
Calamos Advisors LLC
DECREASED42,55743,103-546-1%$2.1M$1.9M-$168.5K2026-11-02
LongView Wealth Management
INCREASED41,79237,093+4,699+13%$1.8M$1.9M+$87.3K2026-10-19
Beacon Financial Advisory LLC
INCREASED41,61640,989+627+2%$2.0M$1.9M-$108.7K2026-10-16
Nations Financial Group Inc,
INCREASED40,67034,519+6,151+18%$1.7M$1.8M+$161.2K2026-11-05
Sugar Maple Asset Management, LLC
NEW39,415—+39,415——$1.8M—2026-10-13
DecisionMap Wealth Management, LLC
DECREASED38,91339,016-1030%$1.9M$1.7M-$134.9K2026-10-29
Redw Wealth LLC
INCREASED36,73632,392+4,344+13%$1.6M$1.7M+$87.1K2026-11-02
PNC Financial Services Group, Inc.
INCREASED36,29024,711+11,579+47%$1.2M$1.6M+$437.9K2026-11-06
FCG Investment Co
INCREASED34,72432,754+1,970+6%$1.6M$1.6M-$20.8K2026-10-13
CRA Financial Services, LLC
INCREASED31,40422,748+8,656+38%$1.1M$1.4M+$313.1K2026-10-16
Bluedoor Private Wealth, LLC
UNCHANGED29,19329,19300%$1.4M$1.3M-$97.5K2026-11-05
Uptick Partners, LLC
INCREASED29,07325,730+3,343+13%$1.2M$1.3M+$64.3K2026-11-04
HighTower Advisors, LLC
DECREASED28,86230,881-2,019-7%$1.5M$1.3M-$193.9K2026-11-10
Sigma Planning Corp
NEW27,595—+27,595——$1.2M—2026-10-23
IFG Advisory, LLC
DECREASED27,39327,864-471-2%$1.3M$1.2M-$114.3K2026-11-09
Flagship Harbor Advisors, LLC
INCREASED25,88324,465+1,418+6%$1.2M$1.2M-$18.0K2026-10-26
Golden State Wealth Management, LLC
INCREASED25,54721,830+3,717+17%$1.1M$1.1M+$94.2K2026-11-02
Worth Asset Management, LLC
INCREASED24,58315,190+9,393+62%$733.5K$1.1M+$371.5K2026-10-07
Truist Financial Corp
INCREASED23,00520,348+2,657+13%$982.6K$1.0M+$51.5K2026-10-30
Townsend Financial Planning, LLC
INCREASED22,99318,966+4,027+21%$915.9K$1.0M+$117.7K2026-11-02
Spire Wealth Management
INCREASED22,77722,727+50+0%$1.1M$1.0M-$73.7K2026-10-30
Sagespring Wealth Partners, LLC
DECREASED21,47821,508-300%$1.0M$965.5K-$73.2K2026-10-22
Rasp Wealth Solutions, LLC
INCREASED21,34217,382+3,960+23%$839.4K$959.3K+$119.9K2026-11-06
Beam Wealth Advisors, Inc.
INCREASED20,75018,264+2,486+14%$882.0K$932.7K+$50.7K2026-11-03
Allegheny Financial Group
INCREASED19,70215,144+4,558+30%$731.3K$885.6K+$154.3K2026-11-05
MFA Wealth Services
INCREASED19,32718,495+832+5%$893.1K$868.7K-$24.4K2026-10-14
Indivisible Partners
INCREASED17,9769,388+8,588+91%$453.3K$808.0K+$354.7K2026-10-26
Register Financial Advisors LLC
INCREASED17,07517,040+35+0%$822.9K$767.5K-$55.3K2026-10-23
Mcrae Capital Management Inc
INCREASED17,04216,569+473+3%$800.1K$766.0K-$34.1K2026-10-15
Ascentis Independent Advisors
NEW16,925—+16,925——$760.8K—2026-11-03
Lido Advisors, LLC
NEW15,998—+15,998——$719.1K—2026-11-04
SFG Wealth Management, Llc.
INCREASED15,53514,215+1,320+9%$686.5K$698.3K+$11.9K2026-10-23
Patriot Financial Group Insurance Agency, LLC
NEW15,455—+15,455——$694.7K—2026-10-14
Sheets Smith Wealth Management
INCREASED15,2855,351+9,934+186%$258.4K$687.1K+$428.7K2026-10-16
Keystone Wealth Services, LLC
DECREASED14,55414,694-140-1%$709.6K$655.8K-$53.8K2026-11-03
Private Trust Co NA
DECREASED14,45414,831-377-3%$716.2K$649.7K-$66.5K2026-10-20
Carnegie Investment Counsel
NEW14,422—+14,422——$648.3K—2026-10-20
Next Level Private LLC
NEW14,028—+14,028——$630.6K—2026-10-20
Delta Investment Management, LLC
INCREASED13,96613,715+251+2%$662.3K$627.8K-$34.5K2026-11-09
Financial Perspectives, Inc
INCREASED13,85213,137+715+5%$634.4K$622.7K-$11.7K2026-11-03
HB Wealth Management, LLC
INCREASED13,8029,200+4,602+50%$444.3K$620.4K+$176.1K2026-10-23
AdvisorNet Financial, Inc
INCREASED13,5044,342+9,162+211%$209.7K$599.7K+$390.0K2026-10-15
HBW Advisory Services LLC
DECREASED13,06914,056-987-7%$678.8K$587.5K-$91.3K2026-10-15
BridgePort Financial Solutions, LLC
DECREASED12,95412,964-100%$626.0K$582.3K-$43.7K2026-11-02
Independent Financial Group, LLC
INCREASED12,7235,790+6,933+120%$279.6K$571.9K+$292.3K2026-10-13
Ballew Advisors, Inc
INCREASED12,1925,592+6,600+118%$266.1K$556.3K+$290.2K2026-10-05
Harbor Asset Planning, Inc.
INCREASED12,1055,911+6,194+105%$285.5K$544.2K+$258.7K2026-10-23
Summit Investment Advisors, Inc.\KS
UNCHANGED12,06112,06100%$582.4K$542.1K-$40.3K2026-11-05
Bay Capital Advisors, LLC
NEW12,000—+12,000——$539.4K—2026-10-16
Verus Capital Partners, LLC
INCREASED11,73110,784+947+9%$520.8K$527.3K+$6.6K2026-11-03
Nuveen, LLC
NEW11,636—+11,636——$524.3K—2026-11-10
Cullen T Bankers, Inc.
DECREASED11,24215,238-3,996-26%$735.8K$505.3K-$230.5K2026-10-28
Fifth Third Securities, Inc.
INCREASED10,7579,738+1,019+10%$470.3K$483.5K+$13.3K2026-10-21
Canvas Wealth Advisors, LLC
DECREASED10,51912,493-1,974-16%$603.3K$486.5K-$116.8K2026-11-02
Dana Investment Advisors, Inc.
INCREASED10,5148,900+1,614+18%$429.8K$472.6K+$42.8K2026-11-06
Bessemer Group Inc
NEW9,360—+9,360——$421.0K—2026-11-09
VestGen Advisors, LLC
INCREASED9,3317,491+1,840+25%$361.7K$419.4K+$57.7K2026-10-27
Verdence Capital Advisors LLC
INCREASED8,9768,235+741+9%$397.7K$403.5K+$5.8K2026-10-26
Creative Planning
DECREASED8,94612,916-3,970-31%$623.7K$402.1K-$221.6K2026-11-02
Western Wealth Management, LLC
NEW8,832—+8,832——$397.0K—2026-11-09
Prospera Financial Services Inc
NEW8,753—+8,753——$398.0K—2026-11-04
Curtis Advisory Group, LLC
DECREASED8,70160,402-51,701-86%$2.9M$391.1K-$2.5M2026-10-28
Silver Grove Financial Group, Inc.
INCREASED8,4562,058+6,398+311%$99.4K$380.1K+$280.7K2026-11-05
KWB Wealth
DECREASED8,4138,453-400%$408.2K$378.2K-$30.0K2026-10-16
Valued Retirements, Inc.
INCREASED8,3014,331+3,970+92%$209.2K$373.1K+$164.0K2026-11-06
Advisory Resource Group
NEW8,081—+8,081——$363.3K—2026-10-26
Financial Partners Group, Inc
INCREASED7,7417,718+23+0%$372.7K$348.0K-$24.7K2026-10-19
Davenport & Co LLC
NEW6,661—+6,661——$299.4K—2026-10-14
Thoroughbred Financial Services, LLC
NEW6,585—+6,585——$295.0K—2026-11-09
Annis Gardner Whiting Capital Advisors, LLC
NEW6,200—+6,200——$278.7K—2026-11-09
Allworth Financial LP
UNCHANGED5,9805,98000%$288.8K$288.8K$02026-11-06
John G Ullman & Associates Inc
INCREASED5,8485,847+1+0%$282.4K$262.9K-$19.5K2026-11-04
Lowe Brockenbrough & Co Inc
NEW5,813—+5,813——$261.3K—2026-11-09
J.W. Cole Advisors, Inc.
NEW5,809—+5,809——$261.1K—2026-11-05
Zenith Solutions, Inc.
NEW5,754—+5,754——$258.7K—2026-10-19
ARK & TLK Investments, LLC
INCREASED5,6505,638+12+0%$272.2K$254.0K-$18.3K2026-10-20
Ball & Co Wealth Management Inc.
INCREASED5,4125,320+92+2%$256.0K$243.3K-$12.7K2026-11-05
Ethic Inc.
NEW5,180—+5,180——$232.8K—2026-11-03
Traynor Capital Management, Inc.
NEW5,060—+5,060——$227.4K—2026-10-29
Kathmere Capital Management, LLC
UNCHANGED4,9154,91500%$237.3K$220.9K-$16.4K2026-10-20
Wedbush Securities Inc
NEW4,893—+4,893——$220.0K—2026-10-22
Vann Equity Management LLC
INCREASED4,7044,608+96+2%$222.5K$211.5K-$11.1K2026-10-08
Wealthstar Advisors, LLC
INCREASED4,6034,534+69+2%$219.0K$206.9K-$12.1K2026-10-19
Piscataqua Savings Bank
INCREASED4,2003,700+500+14%$178.7K$188.8K+$10.1K2026-10-21
Clearstead Advisors, LLC
UNCHANGED3,8313,83100%$185.0K$172.2K-$12.8K2026-11-06
Latitude Advisors, LLC
NEW3,648—+3,648——$164.0K—2026-10-27
Fairway Wealth LLC
UNCHANGED3,1613,16100%$152.6K$142.1K-$10.6K2026-10-30
First Command Advisory Services, Inc.
NEW2,260—+2,260——$101.6K—2026-11-05
Mosley Wealth Management
NEW1,550—+1,550——$69.7K—2026-10-16
Hantz Financial Services, Inc.
INCREASED1,5361,515+21+1%$73.0K$69.0K-$4.0K2026-11-09
Bank of Montreal
UNCHANGED1,3161,31600%$63.5K$59.2K-$4.4K2026-11-09
Root Financial Partners, LLC
NEW1,281—+1,281——$57.6K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED1,2171,214+3+0%$58.6K$54.7K-$3.9K2026-11-04
TD Waterhouse Canada Inc.
DECREASED1,17735,527-34,350-97%$1.7M$53.2K-$1.7M2026-10-16
Assetmark, Inc
INCREASED1,048702+346+49%$33.9K$47.1K+$13.2K2026-10-21
Blue Trust, Inc.
NEW900—+900——$40.4K—2026-10-15
Nova Financial LLC
NEW822—+822——$37.0K—2026-11-04
Kingdom Financial Group Llc.
NEW785—+785——$35.3K—2026-11-04
Balance Wealth Partners LLC
NEW687—+687——$30.9K—2026-10-27
Coston, McIsaac & Partners
INCREASED623419+204+49%$20$28.0K+$28.0K2026-11-06
Russell Investments Group, Ltd.
DECREASED552690-138-20%$33.3K$24.8K-$8.5K2026-11-06
US Bancorp \de\
NEW469—+469——$21.1K—2026-11-05
Trust Co
UNCHANGED40840800%$19.7K$18.3K-$1.4K2026-10-09
Concord Wealth Partners
UNCHANGED36636600%$17.7K$16.5K-$1.2K2026-11-02
Richards, Merrill & Peterson, Inc.
NEW350—+350——$15.7K—2026-10-19
Larson Financial Group LLC
INCREASED324323+1+0%$15.6K$14.6K-$1.1K2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED278299-21-7%$14.4K$12.5K-$1.9K2026-10-30
Byrne Asset Management LLC
UNCHANGED24524500%$11.8K$11.1K-$7522026-10-06
Pathway Financial Advisers, LLC
NEW191—+191——$8.6K—2026-10-27
CoreCap Advisors, LLC
NEW176—+176——$7.9K—2026-10-08
CKW Financial Group
UNCHANGED969600%$5$4-$12026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED929200%$4.4K$4.1K-$3082026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED353500%$1.7K$1.6K-$682026-11-04
Buck Wealth Strategies, LLC
NEW27—+27——$1.2K—2026-10-28
IFS Advisors, LLC
NEW27—+27——$1.2K—2026-10-14
Highline Wealth Partners LLC
UNCHANGED212100%$1.0K$944-$702026-10-19
Mainstream Capital Management LLC
NEW1—+1——$45—2026-10-23
TritonPoint Partners, LLC
CLOSED032,102-32,102-100%$1.6M$0-$1.6M2026-11-05
WJ Wealth Management, LLC
CLOSED027,050-27,050-100%$1.3M$0-$1.3M2026-11-03
XML Financial, LLC
CLOSED09,360-9,360-100%$452.0K$0-$452.0K2026-10-29
National Wealth Management Group, LLC
CLOSED06,650-6,650-100%$321.1K$0-$321.1K2026-10-26
Facet Wealth, Inc.
CLOSED05,540-5,540-100%$267.5K$0-$267.5K2026-11-04
Dynamic Advisor Solutions LLC
CLOSED05,159-5,159-100%$249.1K$0-$249.1K2026-10-13
Brighton Jones LLC
CLOSED04,305-4,305-100%$207.9K$0-$207.9K2026-11-03
Summit Wealth Group LLC / Co
CLOSED04,190-4,190-100%$202.3K$0-$202.3K2026-10-29
Cornerstone Planning Group LLC
CLOSED0442-442-100%$20.8K$0-$20.8K2026-10-16
FMR LLC
N/A—24,935,805-24,935,805-100%$1.2B———
Ameriprise Financial Inc
N/A—7,917,913-7,917,913-100%$382.7M———
Northwestern Mutual Wealth Management Co
N/A—4,448,956-4,448,956-100%$214.8M———
Cetera Investment Advisers
N/A—2,763,133-2,763,133-100%$133.4M———
Raymond James Financial Inc
N/A—2,594,423-2,594,423-100%$125.3M———
Wells Fargo & Company
N/A—2,510,828-2,510,828-100%$121.2M———
Morgan Stanley
N/A—2,061,259-2,061,259-100%$99.5M———
JPMorgan Chase & Co
N/A—1,876,054-1,876,054-100%$89.8M———
Dynasty Wealth Management, LLC
N/A—1,806,141-1,806,141-100%$87.2M———
Osaic Holdings, Inc.
N/A—1,749,135-1,749,135-100%$84.5M———
Quotient Wealth Partners, LLC
N/A—1,742,429-1,742,429-100%$84.1M———
Envestnet Asset Management Inc
N/A—1,501,451-1,501,451-100%$72.5M———
Bank of America Corp
N/A—1,331,452-1,331,452-100%$64.3M———
Royal Bank of Canada
N/A—1,246,856-1,246,856-100%$60.2M———
MML Investors Services, LLC
N/A—1,194,801-1,194,801-100%$57.7M———
Waverly Advisors, LLC
N/A—947,267-947,267-100%$45.7M———
Capital Analysts, LLC
N/A—851,673-851,673-100%$41.1M———
Baird Financial Group, Inc.
N/A—392,125-392,125-100%$18.9M———
Stifel Financial Corp
N/A—383,270-383,270-100%$18.5M———
Stadion Money Management, LLC
N/A—370,869-370,869-100%$17.9M———
Berger Financial Group, Inc
N/A—318,779-318,779-100%$15.4M———
Equitable Holdings, Inc.
N/A—260,147-260,147-100%$12.6M———
Two Sigma Investments, LP
N/A—242,900-242,900-100%$11.7M———
Ausdal Financial Partners, Inc.
N/A—241,427-241,427-100%$11.7M———
Aurdan Capital Management, LLC
N/A—234,665-234,665-100%$11.3M———
UBS Group AG
N/A—226,814-226,814-100%$11.0M———
Mutual Advisors, LLC
N/A—223,920-223,920-100%$10.8M———
Petra Financial Advisors Inc
N/A—214,717-214,717-100%$10.4M———
Landing Point Financial Group, LLC
N/A—202,070-202,070-100%$9.8M———
Rockefeller Capital Management L.P.
N/A—192,503-192,503-100%$9.3M———
Modus Advisors, LLC
N/A—176,654-176,654-100%$8.5M———
Retirement Income Solutions, Inc
N/A—150,039-150,039-100%$5.7M———
Per Stirling Capital Management, Llc.
N/A—142,639-142,639-100%$6.9M———
Marble Wealth, LLC
N/A—140,462-140,462-100%$6.8M———
Richard W. Paul & Associates, LLC
N/A—139,079-139,079-100%$6.7M———
Wayfinding Financial, LLC
N/A—107,460-107,460-100%$5.2M———
NewEdge Advisors, LLC
N/A—107,057-107,057-100%$5.2M———
Founders Financial Alliance, LLC
N/A—106,996-106,996-100%$5.2M———
Global Retirement Partners, LLC
N/A—105,564-105,564-100%$5.1M———
Jones Financial Companies Lllp
N/A—99,018-99,018-100%$4.7M———
&partners
N/A—94,578-94,578-100%$4.6M———
Gallagher Fiduciary Advisors, LLC
N/A—78,985-78,985-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—69,758-69,758-100%$3.4M———
Eaton Financial Holdings Company, LLC
N/A—69,171-69,171-100%$3.3M———
Private Advisor Group, LLC
N/A—68,485-68,485-100%$3.3M———
Smartleaf Asset Management LLC
N/A—66,996-66,996-100%$3.2M———
Barnes Pettey Financial Advisors, LLC
N/A—53,961-53,961-100%$2.6M———
Horizon Investment Services, LLC
N/A—52,065-52,065-100%$2.5M———
Janney Montgomery Scott LLC
N/A—51,012-51,012-100%$2.5M———
Integrated Wealth Concepts LLC
N/A—47,202-47,202-100%$2.3M———
Tower Research Capital LLC (TRC)
N/A—43,934-43,934-100%$2.1M———
Meadowbrook Advisors Group, LLC
N/A—40,004-40,004-100%$1.9M———
Kovack Advisors, Inc.
N/A—38,440-38,440-100%$1.8M———
Captrust Financial Advisors
N/A—38,424-38,424-100%$1.9M———
Principal Securities, Inc.
N/A—36,960-36,960-100%$1.8M———
Mariner, LLC
N/A—33,720-33,720-100%$1.6M———
GWN Securities Inc.
N/A—32,210-32,210-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—29,962-29,962-100%$1.4M———
Magnolia Capital Advisors LLC
N/A—26,042-26,042-100%$1.3M———
Cornerstone Financial Management LLC
N/A—19,485-19,485-100%$940.9K———
Sanctuary Advisors, LLC
N/A—19,023-19,023-100%$918.6K———
Fiduciary Financial Advisors
N/A—17,960-17,960-100%$867.4K———
Essex Financial Services, Inc.
N/A—17,529-17,529-100%$846.5K———
Betterment LLC
N/A—17,511-17,511-100%$846.0K———
Savvy Advisors, Inc.
N/A—16,729-16,729-100%$807.9K———
IHT Wealth Management, LLC
N/A—16,280-16,280-100%$786.1K———
Abbot Financial Management, Inc.
N/A—14,950-14,950-100%$721.9K———
Ameritas Investment Partners, Inc.
N/A—14,714-14,714-100%$710.5K———
Kastel Capital Advisors, LLC
N/A—14,310-14,310-100%$543.8K———
Advyzon Investment Management, LLC
N/A—13,219-13,219-100%$638.3K———
Madison Wealth Partners, Inc
N/A—12,609-12,609-100%$608.9K———
World Investment Advisors
N/A—12,558-12,558-100%$477.2K———
Brown Advisory Inc
N/A—11,137-11,137-100%$537.8K———
Curi Capital, LLC
N/A—10,530-10,530-100%$508.5K———
Advisory Services Network, LLC
N/A—9,367-9,367-100%$452.3K———
Element Wealth, LLC
N/A—9,305-9,305-100%$449.3K———
M. Kulyk & Associates, LLC
N/A—9,247-9,247-100%$446.5K———
Axis Wealth Partners, LLC
N/A—8,430-8,430-100%$407.1K———
Regal Investment Advisors LLC
N/A—8,161-8,161-100%$394.1K———
PFG Investments, LLC
N/A—7,006-7,006-100%$338.3K———
D. E. Shaw & Co., Inc.
N/A—6,864-6,864-100%$331.5K———
Strategic Financial Concepts, LLC
N/A—6,792-6,792-100%$328.0K———
Mercer Global Advisors Inc
N/A—6,512-6,512-100%$314.5K———
Stephens Inc
N/A—6,115-6,115-100%$295.3K———
Storgate, LLC
N/A—6,028-6,028-100%$291.1K———
Insigneo Advisory Services, LLC
N/A—5,900-5,900-100%$284.9K———
Gladstone Institutional Advisory LLC
N/A—5,833-5,833-100%$281.7K———
Wealthspire Retirement, LLC
N/A—5,634-5,634-100%$272.1K———
SageView Advisory Group, LLC
N/A—5,500-5,500-100%$265.6K———
AE Wealth Management LLC
N/A—5,026-5,026-100%$242.7K———
Odyssey Group, LLC
N/A—4,961-4,961-100%$239.6K———
Nicolet Bankshares Inc
N/A—4,322-4,322-100%$206.5K———
Huntington National Bank
N/A—3,576-3,576-100%$172.7K———
Arax Advisory Partners
N/A—1,590-1,590-100%$76.8K———
National Bank of Canada
N/A—1,263-1,263-100%$60.9K———
Truvestments Capital LLC
N/A—937-937-100%$45.2K———
O'shaughnessy Asset Management, LLC
N/A—908-908-100%$43.8K———
Ancora Advisors LLCA
N/A—500-500-100%$24.1K———
Glenmede Trust Co NA
N/A—400-400-100%$19.3K———
Atomic Invest LLC
N/A—336-336-100%$16.1K———
HighMark Wealth Management LLC
N/A—191-191-100%$9.2K———
Vanguard Advisers Inc
N/A—170-170-100%$8.2K———
Ameriflex Group, Inc.
N/A—155-155-100%$7.5K———
BNP Paribas Financial Markets
N/A—35-35-100%$1.7K———
Cordant, Inc.
N/A—26-26-100%$1.3K———
Copia Wealth Management
N/A—8-8-100%$386———
Showing 302 of 302 institutions