IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity Enhanced Intl ETF (FENI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares10,428,167 from 9,187,600
Change+1,240,567 (+14%)
Value$416.2M (+$47.5M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares7,518,765 from 6,707,611
Change+811,154 (+12%)
Value$300.1M (+$30.9M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares4,838,590 from 4,203,525
Change+635,065 (+15%)
Value$193.1M (+$24.4M)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED
Shares4,177,251 from 4,088,085
Change+89,166 (+2%)
Value$166.7M (+$2.7M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares3,163,830 from 227,140
Change+2,936,690 (+1293%)
Value$126.0M (+$116.9M)
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares2,617,545 from 2,577,382
Change+40,163 (+2%)
Value$103.9M (+$460.0K)
Filed 2026-10-13
Cornerstone Planning Group LLC
INCREASED
Shares1,904,662 from 1,867,208
Change+37,454 (+2%)
Value$75.6M (+$459.6K)
Filed 2026-10-16
KFG Wealth Management, LLC
INCREASED
Shares1,627,363 from 1,507,517
Change+119,846 (+8%)
Value$64.9M (+$4.5M)
Filed 2026-10-16
Orrstown Financial Services Inc
INCREASED
Shares1,558,869 from 1,534,642
Change+24,227 (+2%)
Value$62.2M (+$629.3K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,443,013 from 1,374,725
Change+68,288 (+5%)
Value$57.6M (+$2.4M)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares1,305,824 from 1,042,003
Change+263,821 (+25%)
Value$52.1M (+$10.3M)
Filed 2026-10-14
CGC Financial Services, LLC
INCREASED
Shares1,203,021 from 1,191,080
Change+11,941 (+1%)
Value$48.0M (+$214.5K)
Filed 2026-10-13
Reston Wealth Management LLC
INCREASED
Shares1,146,477 from 1,097,586
Change+48,891 (+4%)
Value$45.8M (+$1.7M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,118,240 from 1,036,532
Change+81,708 (+8%)
Value$44.6M (+$3.0M)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares1,073,340 from 885,510
Change+187,830 (+21%)
Value$42.8M (+$7.3M)
Filed 2026-11-03
Calamos Wealth Management LLC
INCREASED
Shares928,034 from 872,840
Change+55,194 (+6%)
Value$37.0M (+$2.0M)
Filed 2026-11-02
RMR Wealth Builders
NEW
Shares903,425
Change+903,425
Value$36.1M
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
NEW
Shares899,409
Change+899,409
Value$35.9M
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares857,234 from 362,880
Change+494,354 (+136%)
Value$34.2M (+$19.6M)
Filed 2026-10-28
Berman McAleer LLC
INCREASED
Shares737,185 from 676,597
Change+60,588 (+9%)
Value$29.4M (+$2.3M)
Filed 2026-10-16
AlphaStar Capital Management, LLC
INCREASED
Shares710,177 from 622,123
Change+88,054 (+14%)
Value$28.3M (+$3.4M)
Filed 2026-10-16
Fortress Financial Group, LLC
INCREASED
Shares707,746 from 658,432
Change+49,314 (+7%)
Value$28.2M (+$1.8M)
Filed 2026-10-21
CLG LLC
INCREASED
Shares625,113 from 94,859
Change+530,254 (+559%)
Value$24.9M (+$21.1M)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares593,450 from 568,182
Change+25,268 (+4%)
Value$23.7M (+$1.0M)
Filed 2026-10-20
Great Lakes Retirement, Inc.
INCREASED
Shares589,453 from 580,795
Change+8,658 (+1%)
Value$23.5M (+$217.8K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares587,100 from 643,546
Change-56,446 (-9%)
Value$23.4M (-$2.4M)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares558,063 from 528,384
Change+29,679 (+6%)
Value$22.3M (+$1.1M)
Filed 2026-10-16
Level Four Advisory Services, LLC
INCREASED
Shares554,154 from 115,482
Change+438,672 (+380%)
Value$22.1M (+$17.5M)
Filed 2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares533,468 from 510,485
Change+22,983 (+5%)
Value$21.3M (+$804.9K)
Filed 2026-10-13
Tableaux LLC
INCREASED
Shares498,397 from 484,426
Change+13,971 (+3%)
Value$19.9M (+$451.0K)
Filed 2026-10-23
Durante & Waters, LLC
INCREASED
Shares491,594 from 487,223
Change+4,371 (+1%)
Value$19.6M (+$67.3K)
Filed 2026-10-28
Stone House Investment Management, LLC
INCREASED
Shares479,009 from 442,968
Change+36,041 (+8%)
Value$19.1M (+$1.3M)
Filed 2026-10-23
Armor Investment Advisors, LLC
INCREASED
Shares460,818 from 449,492
Change+11,326 (+3%)
Value$18.4M (+$353.1K)
Filed 2026-10-27
Gerber, LLC
DECREASED
Shares416,893 from 429,421
Change-12,528 (-3%)
Value$16.6M (-$594.5K)
Filed 2026-10-21
Advantage Trust Co
INCREASED
Shares409,131 from 389,586
Change+19,545 (+5%)
Value$16.3M (+$694.3K)
Filed 2026-10-19
MFA Wealth Advisors, LLC
DECREASED
Shares406,794 from 409,529
Change-2,735 (-1%)
Value$16.2M (-$199.3K)
Filed 2026-10-07
Clarity Retirement & Wealth, LLC
INCREASED
Shares391,425 from 381,396
Change+10,029 (+3%)
Value$15.6M (+$316.4K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares391,376 from 389,091
Change+2,285 (+1%)
Value$15.6M (+$5.6K)
Filed 2026-11-04
Bryant Woods Investment Advisors, LLC
INCREASED
Shares384,930 from 325,035
Change+59,895 (+18%)
Value$15.4M (+$2.3M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares374,520 from 231,135
Change+143,385 (+62%)
Value$14.9M (+$5.7M)
Filed 2026-10-29
Parkside Investments, LLC
DECREASED
Shares352,288 from 354,940
Change-2,652 (-1%)
Value$14.1M (-$183.9K)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares350,327 from 295,286
Change+55,041 (+19%)
Value$14.0M (+$2.1M)
Filed 2026-10-13
Independence Financial Advisors, LLC
INCREASED
Shares344,597 from 328,715
Change+15,882 (+5%)
Value$13.8M (+$561.5K)
Filed 2026-10-08
Fifth Third Securities, Inc.
DECREASED
Shares334,550 from 380,168
Change-45,618 (-12%)
Value$13.4M (-$1.9M)
Filed 2026-10-21
Lynch & Associates
INCREASED
Shares325,873 from 63,946
Change+261,927 (+410%)
Value$13.0M (+$10.4M)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares322,980 from 322,301
Change+679 (+0%)
Value$12.9M (-$43.8K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares322,352 from 316,789
Change+5,563 (+2%)
Value$12.9M (+$152.3K)
Filed 2026-10-20
Sentinel Advisory Group, LLC
INCREASED
Shares314,678 from 308,575
Change+6,103 (+2%)
Value$12.6M (+$175.7K)
Filed 2026-10-20
FMA Wealth Management, LLC
INCREASED
Shares313,694 from 180,299
Change+133,395 (+74%)
Value$12.5M (+$5.3M)
Filed 2026-10-21
Steph & Co
DECREASED
Shares309,835 from 320,420
Change-10,585 (-3%)
Value$12.4M (-$492.9K)
Filed 2026-10-07
USAdvisors Wealth Management, LLC
INCREASED
Shares308,383 from 300,213
Change+8,170 (+3%)
Value$12.3M (+$260.0K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares294,171 from 275,674
Change+18,497 (+7%)
Value$11.7M (+$677.6K)
Filed 2026-11-04
Andrews Advisory Associates, LLC
INCREASED
Shares293,035 from 266,329
Change+26,706 (+10%)
Value$11.7M (+$1.0M)
Filed 2026-10-15
Forbes Financial Planning, Inc.
DECREASED
Shares288,155 from 293,507
Change-5,352 (-2%)
Value$11.5M (-$278.2K)
Filed 2026-10-23
Emerald Advisors, LLC
INCREASED
Shares285,724 from 280,396
Change+5,328 (+2%)
Value$11.4M (+$151.0K)
Filed 2026-10-13
Mcrae Capital Management Inc
INCREASED
Shares268,824 from 263,399
Change+5,425 (+2%)
Value$10.7M (+$158.6K)
Filed 2026-10-15
Hicks Capital Management LLC
UNCHANGED
Shares268,093 from 268,093
Change0 (0%)
Value$10.8M ($0)
Filed 2026-10-20
Cooper Financial Group
INCREASED
Shares268,083 from 255,812
Change+12,271 (+5%)
Value$10.7M (+$433.5K)
Filed 2026-10-07
Dahring | Cusmano LLC
INCREASED
Shares266,549 from 235,336
Change+31,213 (+13%)
Value$10.6M (+$1.2M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares259,181 from 194,375
Change+64,806 (+33%)
Value$10.3M (+$2.5M)
Filed 2026-11-06
Valley National Advisers Inc
NEW
Shares258,318
Change+258,318
Value$10.3M
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares254,058 from 194,901
Change+59,157 (+30%)
Value$10.1M (+$2.3M)
Filed 2026-11-04
BG Investment Services, LLC
INCREASED
Shares251,973 from 193,100
Change+58,873 (+30%)
Value$10.1M (+$2.3M)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares250,760 from 229,275
Change+21,485 (+9%)
Value$10.0M (+$807.0K)
Filed 2026-10-28
Tepp RIA, LLC
INCREASED
Shares247,382 from 230,310
Change+17,072 (+7%)
Value$9.9M (+$630.7K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares247,291 from 248,587
Change-1,296 (-1%)
Value$9.9M (-$107.0K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares242,683 from 245,581
Change-2,898 (-1%)
Value$9.7M (-$169.4K)
Filed 2026-10-08
InTrack Investment Management Inc
INCREASED
Shares235,104 from 188,783
Change+46,321 (+25%)
Value$9.4M (+$1.8M)
Filed 2026-10-15
Systelligence, LLC
INCREASED
Shares234,330 from 229,681
Change+4,649 (+2%)
Value$10.1M (+$833.3K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares233,912 from 208,223
Change+25,689 (+12%)
Value$9.3M (+$979.4K)
Filed 2026-11-06
Legacies Wealth LLC
INCREASED
Shares228,609 from 225,546
Change+3,063 (+1%)
Value$9.1M (+$72.6K)
Filed 2026-11-02
Defined Wealth Management, LLC
INCREASED
Shares225,805 from 224,891
Change+914 (+0%)
Value$9.0M (-$13.0K)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares225,555 from 209,652
Change+15,903 (+8%)
Value$9.0M (+$588.5K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares182,845 from 41,721
Change+141,124 (+338%)
Value$7.3M (+$5.6M)
Filed 2026-10-09
Stewardship Concepts Financial Services LLC
INCREASED
Shares168,831 from 134,006
Change+34,825 (+26%)
Value$6.7M (+$1.4M)
Filed 2026-10-06
San Luis Wealth Advisors LLC
INCREASED
Shares161,156 from 158,109
Change+3,047 (+2%)
Value$6.4M (+$86.8K)
Filed 2026-10-27
Wealth Quarterback LLC
INCREASED
Shares160,525 from 153,327
Change+7,198 (+5%)
Value$6.4M (+$253.5K)
Filed 2026-10-20
Summitas Investment Management LLC
DECREASED
Shares157,902 from 159,552
Change-1,650 (-1%)
Value$6.3M (-$101.0K)
Filed 2026-10-16
M Holdings Securities, Inc.
INCREASED
Shares155,899 from 112,111
Change+43,788 (+39%)
Value$6.2M (+$1.7M)
Filed 2026-11-03
FinArc Investments, Inc.
DECREASED
Shares152,569 from 162,289
Change-9,720 (-6%)
Value$6.1M (-$423.6K)
Filed 2026-10-14
Warner Financial, Inc
INCREASED
Shares148,922 from 88,115
Change+60,807 (+69%)
Value$5.9M (+$2.4M)
Filed 2026-11-06
Rainier Family Wealth Inc
INCREASED
Shares144,516 from 118,348
Change+26,168 (+22%)
Value$5.8M (+$1.0M)
Filed 2026-11-02
Advisory Resource Group
INCREASED
Shares140,003 from 128,600
Change+11,403 (+9%)
Value$5.6M (+$426.8K)
Filed 2026-10-26
Noble Wealth Management PBC
INCREASED
Shares138,590 from 135,815
Change+2,775 (+2%)
Value$5.5M (+$80.9K)
Filed 2026-10-01
Anchor Capital Advisors LLC
INCREASED
Shares137,729 from 112,630
Change+25,099 (+22%)
Value$5.5M (+$976.9K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
DECREASED
Shares132,570 from 138,878
Change-6,308 (-5%)
Value$5.3M (+$124.6K)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
INCREASED
Shares131,861 from 128,728
Change+3,133 (+2%)
Value$5.3M (+$96.7K)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares127,041 from 106,411
Change+20,630 (+19%)
Value$5.1M (+$799.9K)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares122,402 from 122,402
Change0 (0%)
Value$4.9M ($0)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares118,481 from 79,253
Change+39,228 (+50%)
Value$4.7M (+$1.5M)
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares115,385 from 10,503
Change+104,882 (+999%)
Value$4.6M (+$4.2M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares112,908 from 93,311
Change+19,597 (+21%)
Value$4.5M (+$699.8K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
INCREASED
Shares111,178 from 72,080
Change+39,098 (+54%)
Value$4.4M (+$1.5M)
Filed 2026-11-02
Coyle Financial Counsel LLC
INCREASED
Shares100,846 from 95,803
Change+5,043 (+5%)
Value$4.0M (+$180.2K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares92,122 from 89,759
Change+2,363 (+3%)
Value$3.7M (+$74.6K)
Filed 2026-11-04
CRA Financial Services, LLC
INCREASED
Shares88,778 from 77,697
Change+11,081 (+14%)
Value$3.5M (+$425.2K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares79,286 from 91,134
Change-11,848 (-13%)
Value$3.2M (-$492.9K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares77,412 from 77,219
Change+193 (+0%)
Value$3.1M (-$9.3K)
Filed 2026-11-04
KFA Private Wealth Group, LLC
INCREASED
Shares76,440 from 71,085
Change+5,355 (+8%)
Value$3.1M (+$198.1K)
Filed 2026-10-07
Fifth Third Bancorp
INCREASED
Shares75,462 from 68,706
Change+6,756 (+10%)
Value$3.0M (+$254.5K)
Filed 2026-11-05
OmniStar Financial Group, Inc.
INCREASED
Shares72,577 from 61,494
Change+11,083 (+18%)
Value$2.9M (+$428.8K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares70,797 from 73,634
Change-2,837 (-4%)
Value$2.8M (-$129.4K)
Filed 2026-10-23
HB Wealth Management, LLC
DECREASED
Shares70,677 from 75,547
Change-4,870 (-6%)
Value$2.8M (-$211.0K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares69,280 from 67,406
Change+1,874 (+3%)
Value$2.8M (+$60.0K)
Filed 2026-10-30
Everest Financial Group LLC
DECREASED
Shares66,903 from 73,485
Change-6,582 (-9%)
Value$2.7M (-$278.9K)
Filed 2026-11-06
Cornerstone Wealth, LLC
INCREASED
Shares66,015 from 41,677
Change+24,338 (+58%)
Value$2.6M (+$910.0K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares65,716
Change+65,716
Value$2.6M
Filed 2026-10-30
Investmark Advisory Group LLC
INCREASED
Shares65,106 from 57,095
Change+8,011 (+14%)
Value$2.6M (+$307.2K)
Filed 2026-10-27
Townsend Financial Planning, LLC
INCREASED
Shares64,938 from 54,973
Change+9,965 (+18%)
Value$2.6M (+$385.6K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares64,541 from 47,686
Change+16,855 (+35%)
Value$2.6M (+$662.2K)
Filed 2026-11-06
Riverbend Wealth Management, LLC
DECREASED
Shares64,169 from 65,116
Change-947 (-1%)
Value$2.6M (-$52.1K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares63,883 from 60,162
Change+3,721 (+6%)
Value$2.5M (+$135.3K)
Filed 2026-10-09
Platt Wealth Management LLC
DECREASED
Shares63,002 from 64,944
Change-1,942 (-3%)
Value$2.5M (-$92.0K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares61,980 from 56,060
Change+5,920 (+11%)
Value$2.5M (+$223.9K)
Filed 2026-10-16
Herbst Group, LLC
DECREASED
Shares61,905 from 65,098
Change-3,193 (-5%)
Value$2.5M (-$141.8K)
Filed 2026-10-20
Beacon Financial Advisory LLC
DECREASED
Shares57,193 from 63,927
Change-6,734 (-11%)
Value$2.3M (-$282.8K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares53,656 from 50,505
Change+3,151 (+6%)
Value$2.1M (+$114.6K)
Filed 2026-10-26
Childress Capital Advisors, LLC
INCREASED
Shares53,616 from 52,706
Change+910 (+2%)
Value$2.1M (+$24.7K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares53,485 from 50,825
Change+2,660 (+5%)
Value$2.1M (+$95.0K)
Filed 2026-10-22
S.E.E.D. Planning Group LLC
INCREASED
Shares53,393 from 48,147
Change+5,246 (+11%)
Value$2.1M (+$198.8K)
Filed 2026-10-07
Compound Planning, Inc.
DECREASED
Shares52,747 from 54,058
Change-1,311 (-2%)
Value$2.1M (-$64.2K)
Filed 2026-11-05
Providence Financial Advisors, LLC
INCREASED
Shares52,628 from 15,068
Change+37,560 (+249%)
Value$2.1M (+$1.5M)
Filed 2026-11-06
River's Edge Wealth Management, LLC
INCREASED
Shares49,806 from 44,334
Change+5,472 (+12%)
Value$2.0M (+$186.7K)
Filed 2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED
Shares48,055 from 43,970
Change+4,085 (+9%)
Value$1.9M (+$153.4K)
Filed 2026-10-26
Roman Butler Fullerton & Co
INCREASED
Shares47,922 from 46,856
Change+1,066 (+2%)
Value$1.9M (+$22.9K)
Filed 2026-10-27
Arwa LLC
INCREASED
Shares46,149 from 21,463
Change+24,686 (+115%)
Value$1.8M (+$977.1K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares45,894 from 7,835
Change+38,059 (+486%)
Value$1.8M (+$1.5M)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
INCREASED
Shares44,314 from 25,893
Change+18,421 (+71%)
Value$1.8M (+$729.5K)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares43,387 from 19,644
Change+23,743 (+121%)
Value$1.7M (+$929.3K)
Filed 2026-11-06
Lincoln Capital Corp
INCREASED
Shares41,097 from 40,408
Change+689 (+2%)
Value$1.6M (+$18.6K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares40,309 from 35,548
Change+4,761 (+13%)
Value$1.6M (+$182.2K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares38,103 from 39,841
Change-1,738 (-4%)
Value$1.5M (-$78.1K)
Filed 2026-10-16
Elevation Wealth Management LLC
INCREASED
Shares36,377 from 21,321
Change+15,056 (+71%)
Value$1.5M (+$596.2K)
Filed 2026-11-02
Sharkey, Howes & Javer
DECREASED
Shares35,129 from 35,276
Change-147 (0%)
Value$1.4M (-$13.6K)
Filed 2026-10-22
Financial Freedom, LLC
INCREASED
Shares35,024 from 31,880
Change+3,144 (+10%)
Value$1.4M (+$118.5K)
Filed 2026-11-06
Mascagni Wealth Management, Inc.
INCREASED
Shares34,561 from 30,975
Change+3,586 (+12%)
Value$1.4M (+$136.3K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares34,365 from 29,781
Change+4,584 (+15%)
Value$1.4M (+$176.4K)
Filed 2026-10-14
Williams & Novak Wealth Management, LLC
INCREASED
Shares33,971 from 27,978
Change+5,993 (+21%)
Value$1.4M (+$233.0K)
Filed 2026-10-09
Worth Asset Management, LLC
INCREASED
Shares32,275 from 20,891
Change+11,384 (+54%)
Value$1.3M (+$449.7K)
Filed 2026-10-07
Redwood Financial Network Corp
INCREASED
Shares31,776 from 30,595
Change+1,181 (+4%)
Value$1.3M (+$40.4K)
Filed 2026-11-03
MN Wealth Advisors, LLC
INCREASED
Shares31,608 from 25,826
Change+5,782 (+22%)
Value$1.3M (+$225.1K)
Filed 2026-10-23
Calamos Advisors LLC
INCREASED
Shares30,859 from 25,432
Change+5,427 (+21%)
Value$1.2M (+$211.0K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
INCREASED
Shares30,815 from 28,172
Change+2,643 (+9%)
Value$1.2M (+$99.3K)
Filed 2026-10-21
Carnegie Investment Counsel
NEW
Shares29,146
Change+29,146
Value$1.2M
Filed 2026-10-20
Evergreen Private Wealth LLC
INCREASED
Shares27,784 from 25,799
Change+1,985 (+8%)
Value$1.1M (+$73.5K)
Filed 2026-10-30
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares26,613 from 31,996
Change-5,383 (-17%)
Value$1.1M (-$221.9K)
Filed 2026-10-29
Weaver Consulting Group
INCREASED
Shares22,405 from 14,565
Change+7,840 (+54%)
Value$894.2K (+$309.7K)
Filed 2026-10-07
Private Trust Co NA
DECREASED
Shares21,789 from 21,790
Change-1 (0%)
Value$869.6K (-$4.8K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares21,359 from 16,618
Change+4,741 (+29%)
Value$852.4K (+$185.6K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares20,652 from 18,374
Change+2,278 (+12%)
Value$824.2K (+$86.9K)
Filed 2026-11-05
Piscataqua Savings Bank
INCREASED
Shares20,378 from 18,378
Change+2,000 (+11%)
Value$813.1K (+$75.6K)
Filed 2026-10-21
PCA Investment Advisory Services Inc.
INCREASED
Shares20,256 from 20,123
Change+133 (+1%)
Value$808.4K (+$862)
Filed 2026-10-13
SFG Wealth Management, Llc.
INCREASED
Shares20,142 from 20,107
Change+35 (+0%)
Value$803.9K (-$3.0K)
Filed 2026-10-23
Monetary Solutions, Ltd
INCREASED
Shares18,436 from 13,553
Change+4,883 (+36%)
Value$735.8K (+$191.9K)
Filed 2026-10-22
Tctc Holdings, LLC
DECREASED
Shares18,283 from 23,189
Change-4,906 (-21%)
Value$729.7K (-$200.9K)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares17,722 from 12,750
Change+4,972 (+39%)
Value$707.3K (+$195.6K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares16,856 from 13,878
Change+2,978 (+21%)
Value$672.7K (+$115.8K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares16,813 from 22,877
Change-6,064 (-27%)
Value$671.0K (-$247.0K)
Filed 2026-10-15
Salus Financial Advisors, LLC
INCREASED
Shares16,610 from 16,410
Change+200 (+1%)
Value$662.9K (+$4.4K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares16,582 from 17,582
Change-1,000 (-6%)
Value$661.8K (-$43.8K)
Filed 2026-10-14
Moneco Advisors, LLC
NEW
Shares15,894
Change+15,894
Value$634.3K
Filed 2026-11-05
Canvas Wealth Advisors, LLC
DECREASED
Shares15,292 from 15,802
Change-510 (-3%)
Value$612.0K (-$22.2K)
Filed 2026-11-02
Ball & Co Wealth Management Inc.
INCREASED
Shares15,170 from 14,874
Change+296 (+2%)
Value$605.5K (+$9.5K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares15,123 from 14,772
Change+351 (+2%)
Value$603.5K (+$10.7K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares13,738 from 15,387
Change-1,649 (-11%)
Value$548.3K (-$69.2K)
Filed 2026-10-15
LongView Wealth Management
INCREASED
Shares13,513 from 13,381
Change+132 (+1%)
Value$539.3K (+$2.3K)
Filed 2026-10-19
Convergence Financial, LLC
DECREASED
Shares13,229 from 178,022
Change-164,793 (-93%)
Value$528.0K (-$6.6M)
Filed 2026-10-27
Gibraltar Capital Management, Inc.
INCREASED
Shares13,212 from 13,144
Change+68 (+1%)
Value$527.3K (-$183)
Filed 2026-10-27
Bond & Devick Financial Network, Inc.
INCREASED
Shares13,138 from 13,015
Change+123 (+1%)
Value$524.3K (+$2.0K)
Filed 2026-10-23
Master's Wealth Management Inc.
INCREASED
Shares12,890 from 11,683
Change+1,207 (+10%)
Value$514.4K (+$45.6K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares12,746 from 14,097
Change-1,351 (-10%)
Value$505.0K (-$60.8K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares12,561 from 10,528
Change+2,033 (+19%)
Value$501.3K (+$78.8K)
Filed 2026-11-05
Marino, Stram & Associates LLC
INCREASED
Shares11,243 from 9,594
Change+1,649 (+17%)
Value$448.7K (+$63.7K)
Filed 2026-10-22
Bath Savings Trust Co
INCREASED
Shares10,870 from 8,330
Change+2,540 (+30%)
Value$433.8K (+$99.5K)
Filed 2026-10-07
Lebenthal Global Advisors, LLC
INCREASED
Shares10,791 from 10,716
Change+75 (+1%)
Value$430.7K (+$632)
Filed 2026-10-28
Plan A Wealth LLC
INCREASED
Shares10,370 from 9,134
Change+1,236 (+14%)
Value$413.9K (+$47.4K)
Filed 2026-10-08
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares9,882 from 9,882
Change0 (0%)
Value$394.4K (-$2.2K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares9,743
Change+9,743
Value$388.8K
Filed 2026-10-19
Clarity Asset Management, Inc.
INCREASED
Shares9,742 from 9,701
Change+41 (+0%)
Value$388.8K (-$515)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares9,688 from 6,321
Change+3,367 (+53%)
Value$386.6K (+$133.0K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares9,664 from 9,664
Change0 (0%)
Value$385.7K (-$2.1K)
Filed 2026-11-05
Destiny Capital Corp
DECREASED
Shares9,627 from 9,981
Change-354 (-4%)
Value$384.2K (-$16.3K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares9,470 from 9,469
Change+1 (+0%)
Value$377.9K (-$2.1K)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
INCREASED
Shares9,360 from 9,336
Change+24 (+0%)
Value$373.6K (-$1.1K)
Filed 2026-10-14
MMA Asset Management LLC
NEW
Shares9,070
Change+9,070
Value$362.0K
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares8,929 from 8,924
Change+5 (+0%)
Value$356.4K (-$1.8K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares8,919 from 6,997
Change+1,922 (+27%)
Value$356.0K (+$75.2K)
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
DECREASED
Shares8,276 from 9,507
Change-1,231 (-13%)
Value$330.3K (-$51.3K)
Filed 2026-11-05
Obsidian CIO, LLC
INCREASED
Shares8,150 from 5,417
Change+2,733 (+50%)
Value$325.3K (+$107.9K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares7,954 from 7,978
Change-24 (0%)
Value$318.3K (+$316)
Filed 2026-11-02
Wealthstar Advisors, LLC
INCREASED
Shares7,350 from 6,350
Change+1,000 (+16%)
Value$293.3K (+$38.5K)
Filed 2026-10-19
Anson Capital, Inc.
UNCHANGED
Shares6,680 from 6,680
Change0 (0%)
Value$266.6K (-$1.5K)
Filed 2026-10-23
Post Resch Tallon Group Inc.
NEW
Shares6,250
Change+6,250
Value$249.4K
Filed 2026-10-09
Succession Financial, Inc.
INCREASED
Shares6,212 from 5,471
Change+741 (+14%)
Value$247.9K (+$28.4K)
Filed 2026-10-14
Portland Financial Advisors Inc
INCREASED
Shares6,071 from 6,039
Change+32 (+1%)
Value$242.3K (-$88)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares5,942 from 5,937
Change+5 (+0%)
Value$237.1K (-$1.1K)
Filed 2026-10-22
Aprio Wealth Management, LLC
UNCHANGED
Shares5,885 from 5,885
Change0 (0%)
Value$234.9K (-$1.3K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,873 from 6,218
Change-345 (-6%)
Value$234.4K (-$15.2K)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares5,820 from 4,832
Change+988 (+20%)
Value$232.3K (+$38.4K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares5,360 from 4,802
Change+558 (+12%)
Value$213.9K (+$21.2K)
Filed 2026-10-29
Foronjy Financial LLC
INCREASED
Shares5,359 from 5,159
Change+200 (+4%)
Value$213.9K (+$6.8K)
Filed 2026-10-14
Dynamic Financial Group
NEW
Shares5,277
Change+5,277
Value$210.6K
Filed 2026-10-28
BridgePort Financial Solutions, LLC
INCREASED
Shares5,268 from 5,248
Change+20 (+0%)
Value$210.2K (-$367)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares5,202 from 5,200
Change+2 (+0%)
Value$207.6K (-$1.1K)
Filed 2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED
Shares5,182 from 5,245
Change-63 (-1%)
Value$206.8K (-$3.7K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares5,113 from 4,418
Change+695 (+16%)
Value$204.1K (+$26.8K)
Filed 2026-10-30
Genesis Private Wealth, LLC
DECREASED
Shares5,073 from 5,153
Change-80 (-2%)
Value$202.5K (-$4.3K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares5,073 from 5,153
Change-80 (-2%)
Value$202.5K (-$4.3K)
Filed 2026-10-15
KWB Wealth
UNCHANGED
Shares5,022 from 5,022
Change0 (0%)
Value$200.4K (-$1.1K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares4,715
Change+4,715
Value$188.2K
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares3,854 from 1,668
Change+2,186 (+131%)
Value$153.8K (+$86.9K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares3,840 from 3,551
Change+289 (+8%)
Value$153.2K (+$10.7K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares3,815 from 3,166
Change+649 (+21%)
Value$152.3K (+$25.2K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares3,521 from 3,503
Change+18 (+1%)
Value$140.5K (-$70)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares3,342 from 3,802
Change-460 (-12%)
Value$133.4K (-$19.2K)
Filed 2026-10-20
Harbor Asset Planning, Inc.
INCREASED
Shares3,287 from 3,029
Change+258 (+9%)
Value$131.2K (+$9.6K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,646 from 2,646
Change0 (0%)
Value$105.6K (-$582)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares2,367 from 2,367
Change0 (0%)
Value$95.0K ($0)
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$92.6K (-$510)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares2,204
Change+2,204
Value$87.8K
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares2,137 from 2,137
Change0 (0%)
Value$85.3K (-$471)
Filed 2026-10-22
Asset Dedication, LLC
UNCHANGED
Shares2,127 from 2,127
Change0 (0%)
Value$84.9K (-$468)
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares2,098 from 2,098
Change0 (0%)
Value$83.7K (-$462)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares2,079 from 2,646
Change-567 (-21%)
Value$82.9K (-$23.2K)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares2,013
Change+2,013
Value$80.4K
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares1,450
Change+1,450
Value$57.9K
Filed 2026-10-30
Clearstead Advisors, LLC
NEW
Shares1,116
Change+1,116
Value$44.5K
Filed 2026-11-06
Decker Retirement Planning Inc.
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$41.5K (-$229)
Filed 2026-10-19
Align Financial, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$38.3K (-$211)
Filed 2026-10-16
Investors Research Corp
NEW
Shares765
Change+765
Value$30.5K
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares688
Change+688
Value$27.5K
Filed 2026-10-21
TD Waterhouse Canada Inc.
NEW
Shares679
Change+679
Value$26.9K
Filed 2026-10-16
Kingdom Financial Group Llc.
INCREASED
Shares578 from 524
Change+54 (+10%)
Value$23.1K (+$2.0K)
Filed 2026-11-04
Concord Wealth Partners
INCREASED
Shares515 from 513
Change+2 (+0%)
Value$20.6K (-$43)
Filed 2026-11-02
CoreCap Advisors, LLC
NEW
Shares508
Change+508
Value$20.3K
Filed 2026-10-08
Trust Co of Toledo NA
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$16.1K (-$88)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$14.7K (-$81)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares297
Change+297
Value$11.9K
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
NEW
Shares271
Change+271
Value$10.8K
Filed 2026-10-27
TFC Financial Management, Inc.
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$10.1K (-$56)
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$10.0K (-$55)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares235
Change+235
Value$9.4K
Filed 2026-10-27
Eastern Bank
DECREASED
Shares221 from 635
Change-414 (-65%)
Value$8.8K (-$16.7K)
Filed 2026-10-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$8.5K (-$47)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$8.3K (-$46)
Filed 2026-10-16
Grove Bank & Trust
DECREASED
Shares200 from 300
Change-100 (-33%)
Value$8.0K (-$4.1K)
Filed 2026-10-08
Montag A & Associates Inc
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$6.5K (-$36)
Filed 2026-10-29
IMG Wealth Management, Inc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$6.1K (-$34)
Filed 2026-10-27
Bayban
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$6.1K ($0)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (-$22)
Filed 2026-10-15
Networth Advisors, LLC
INCREASED
Shares80 from 79
Change+1 (+1%)
Value$3.2K (-$1)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$3.0K (-$17)
Filed 2026-10-08
POM Investment Strategies, LLC
NEW
Shares70
Change+70
Value$2.8K
Filed 2026-10-20
Buck Wealth Strategies, LLC
NEW
Shares68
Change+68
Value$2.7K
Filed 2026-10-28
Bfsg, LLC
INCREASED
Shares68 from 67
Change+1 (+1%)
Value$2.7K (-$1)
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.1K (-$12)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.4K (-$1)
Filed 2026-10-16
Financial Perspectives, Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.2K (-$6)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$759 (-$4)
Filed 2026-10-20
Farmers & Merchants Investments Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$399 (-$2)
Filed 2026-10-22
WPG Advisers, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$359 (-$2)
Filed 2026-10-27
Investment Research & Advisory Group, Inc.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$163 (+$80)
Filed 2026-10-19
Ibex Wealth Advisors
CLOSED
Shares0 from 18,139
Change-18,139 (-100%)
Value$0 (-$727.9K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 10,182
Change-10,182 (-100%)
Value$0 (-$408.6K)
Filed 2026-10-21
Gibson Capital, LLC
CLOSED
Shares0 from 6,403
Change-6,403 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-23
Allegheny Financial Group
CLOSED
Shares0 from 5,146
Change-5,146 (-100%)
Value$0 (-$206.5K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,133
Change-1,133 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-13
Chilton Capital Management LLC
CLOSED
Shares0 from 1,027
Change-1,027 (-100%)
Value$0 (-$41.2K)
Filed 2026-10-28
BankPlus Trust Department
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$30.7K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 711
Change-711 (-100%)
Value$0 (-$28.5K)
Filed 2026-10-15
Blue Trust, Inc.
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-16
Citigroup Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-04
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$923)
Filed 2026-11-02
FMR LLC
N/A
Shares— from 28,217,093
Change-28,217,093 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,623,230
Change-12,623,230 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,917,073
Change-8,917,073 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,783,053
Change-8,783,053 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,943,791
Change-7,943,791 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,362,792
Change-6,362,792 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,366,242
Change-5,366,242 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,791,472
Change-4,791,472 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,681,096
Change-4,681,096 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,168,960
Change-4,168,960 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,879,279
Change-2,879,279 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,718,711
Change-1,718,711 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,667,208
Change-1,667,208 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,508,800
Change-1,508,800 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 1,245,191
Change-1,245,191 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,143,098
Change-1,143,098 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,093,828
Change-1,093,828 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,029,427
Change-1,029,427 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 971,692
Change-971,692 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 909,512
Change-909,512 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 897,962
Change-897,962 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 786,045
Change-786,045 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 715,008
Change-715,008 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 691,217
Change-691,217 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 599,030
Change-599,030 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 597,385
Change-597,385 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 583,475
Change-583,475 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 542,356
Change-542,356 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 539,045
Change-539,045 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 509,621
Change-509,621 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 463,871
Change-463,871 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 459,536
Change-459,536 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 459,430
Change-459,430 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 445,595
Change-445,595 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 426,806
Change-426,806 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 408,549
Change-408,549 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 407,710
Change-407,710 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 358,136
Change-358,136 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 320,439
Change-320,439 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 303,016
Change-303,016 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 287,888
Change-287,888 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 281,213
Change-281,213 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 276,515
Change-276,515 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 244,013
Change-244,013 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 231,681
Change-231,681 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 223,912
Change-223,912 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 217,824
Change-217,824 (-100%)
Value—
&partners
N/A
Shares— from 206,422
Change-206,422 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 206,063
Change-206,063 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 187,919
Change-187,919 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 180,496
Change-180,496 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 172,484
Change-172,484 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 172,484
Change-172,484 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 169,708
Change-169,708 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 163,137
Change-163,137 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 159,498
Change-159,498 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 156,953
Change-156,953 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 142,180
Change-142,180 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 138,685
Change-138,685 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 129,479
Change-129,479 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 127,665
Change-127,665 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 125,355
Change-125,355 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 120,955
Change-120,955 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 118,908
Change-118,908 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 108,237
Change-108,237 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 101,621
Change-101,621 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 86,663
Change-86,663 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 86,048
Change-86,048 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 84,397
Change-84,397 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 81,736
Change-81,736 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 78,117
Change-78,117 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 73,242
Change-73,242 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 72,103
Change-72,103 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 71,709
Change-71,709 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 67,249
Change-67,249 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 62,626
Change-62,626 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 62,569
Change-62,569 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 61,097
Change-61,097 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 60,341
Change-60,341 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 59,159
Change-59,159 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 54,777
Change-54,777 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 54,196
Change-54,196 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 53,224
Change-53,224 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 52,509
Change-52,509 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 48,067
Change-48,067 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 44,420
Change-44,420 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 43,994
Change-43,994 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 43,873
Change-43,873 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 43,114
Change-43,114 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 41,763
Change-41,763 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 40,702
Change-40,702 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,159
Change-40,159 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 39,413
Change-39,413 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 38,061
Change-38,061 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 36,244
Change-36,244 (-100%)
Value—
Nwam LLC
N/A
Shares— from 34,919
Change-34,919 (-100%)
Value—
Betterment LLC
N/A
Shares— from 32,630
Change-32,630 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 30,287
Change-30,287 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 27,656
Change-27,656 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 27,097
Change-27,097 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 24,440
Change-24,440 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 22,550
Change-22,550 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 21,183
Change-21,183 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 19,948
Change-19,948 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 19,759
Change-19,759 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 18,305
Change-18,305 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,586
Change-16,586 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 15,756
Change-15,756 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 15,696
Change-15,696 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,645
Change-15,645 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,384
Change-15,384 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,845
Change-12,845 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,617
Change-12,617 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,465
Change-12,465 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,201
Change-11,201 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 10,921
Change-10,921 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,661
Change-10,661 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,426
Change-10,426 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,526
Change-9,526 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 9,036
Change-9,036 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,833
Change-7,833 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,219
Change-7,219 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,427
Change-5,427 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 5,074
Change-5,074 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 796
Change-796 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 321
Change-321 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 172
Change-172 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 163
Change-163 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED10,428,1679,187,600+1,240,567+14%$368.7M$416.2M+$47.5M2026-11-06
Commonwealth Equity Services, LLC
INCREASED7,518,7656,707,611+811,154+12%$269.2M$300.1M+$30.9M2026-11-02
Kestra Advisory Services, LLC
INCREASED4,838,5904,203,525+635,065+15%$168.7M$193.1M+$24.4M2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED4,177,2514,088,085+89,166+2%$164.1M$166.7M+$2.7M2026-10-13
Thrivent Financial for Lutherans
INCREASED3,163,830227,140+2,936,690+1293%$9.1M$126.0M+$116.9M2026-11-05
Fragasso Financial Advisors Inc
INCREASED2,617,5452,577,382+40,163+2%$103.4M$103.9M+$460.0K2026-10-13
Cornerstone Planning Group LLC
INCREASED1,904,6621,867,208+37,454+2%$75.1M$75.6M+$459.6K2026-10-16
KFG Wealth Management, LLC
INCREASED1,627,3631,507,517+119,846+8%$60.5M$64.9M+$4.5M2026-10-16
Orrstown Financial Services Inc
INCREASED1,558,8691,534,642+24,227+2%$61.6M$62.2M+$629.3K2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED1,443,0131,374,725+68,288+5%$55.2M$57.6M+$2.4M2026-10-14
Traphagen Investment Advisors LLC
INCREASED1,305,8241,042,003+263,821+25%$41.8M$52.1M+$10.3M2026-10-14
CGC Financial Services, LLC
INCREASED1,203,0211,191,080+11,941+1%$47.8M$48.0M+$214.5K2026-10-13
Reston Wealth Management LLC
INCREASED1,146,4771,097,586+48,891+4%$44.0M$45.8M+$1.7M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED1,118,2401,036,532+81,708+8%$41.6M$44.6M+$3.0M2026-11-02
RFG Advisory, LLC
INCREASED1,073,340885,510+187,830+21%$35.5M$42.8M+$7.3M2026-11-03
Calamos Wealth Management LLC
INCREASED928,034872,840+55,194+6%$35.0M$37.0M+$2.0M2026-11-02
RMR Wealth Builders
NEW903,425—+903,425——$36.1M—2026-10-22
Walkner Condon Financial Advisors LLC
NEW899,409—+899,409——$35.9M—2026-11-02
Choreo, LLC
INCREASED857,234362,880+494,354+136%$14.6M$34.2M+$19.6M2026-10-28
Berman McAleer LLC
INCREASED737,185676,597+60,588+9%$27.2M$29.4M+$2.3M2026-10-16
AlphaStar Capital Management, LLC
INCREASED710,177622,123+88,054+14%$25.0M$28.3M+$3.4M2026-10-16
Fortress Financial Group, LLC
INCREASED707,746658,432+49,314+7%$26.4M$28.2M+$1.8M2026-10-21
CLG LLC
INCREASED625,11394,859+530,254+559%$3.8M$24.9M+$21.1M2026-10-13
Mayfair Advisory Group, LLC
INCREASED593,450568,182+25,268+4%$22.6M$23.7M+$1.0M2026-10-20
Great Lakes Retirement, Inc.
INCREASED589,453580,795+8,658+1%$23.3M$23.5M+$217.8K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED587,100643,546-56,446-9%$25.8M$23.4M-$2.4M2026-10-08
Concurrent Investment Advisors, LLC
INCREASED558,063528,384+29,679+6%$21.2M$22.3M+$1.1M2026-10-16
Level Four Advisory Services, LLC
INCREASED554,154115,482+438,672+380%$4.6M$22.1M+$17.5M2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED533,468510,485+22,983+5%$20.5M$21.3M+$804.9K2026-10-13
Tableaux LLC
INCREASED498,397484,426+13,971+3%$19.4M$19.9M+$451.0K2026-10-23
Durante & Waters, LLC
INCREASED491,594487,223+4,371+1%$19.6M$19.6M+$67.3K2026-10-28
Stone House Investment Management, LLC
INCREASED479,009442,968+36,041+8%$17.8M$19.1M+$1.3M2026-10-23
Armor Investment Advisors, LLC
INCREASED460,818449,492+11,326+3%$18.0M$18.4M+$353.1K2026-10-27
Gerber, LLC
DECREASED416,893429,421-12,528-3%$17.2M$16.6M-$594.5K2026-10-21
Advantage Trust Co
INCREASED409,131389,586+19,545+5%$15.6M$16.3M+$694.3K2026-10-19
MFA Wealth Advisors, LLC
DECREASED406,794409,529-2,735-1%$16.4M$16.2M-$199.3K2026-10-07
Clarity Retirement & Wealth, LLC
INCREASED391,425381,396+10,029+3%$15.3M$15.6M+$316.4K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED391,376389,091+2,285+1%$15.6M$15.6M+$5.6K2026-11-04
Bryant Woods Investment Advisors, LLC
INCREASED384,930325,035+59,895+18%$13.0M$15.4M+$2.3M2026-10-26
Vise Technologies, Inc.
INCREASED374,520231,135+143,385+62%$9.3M$14.9M+$5.7M2026-10-29
Parkside Investments, LLC
DECREASED352,288354,940-2,652-1%$14.2M$14.1M-$183.9K2026-10-20
Avior Wealth Management, LLC
INCREASED350,327295,286+55,041+19%$11.8M$14.0M+$2.1M2026-10-13
Independence Financial Advisors, LLC
INCREASED344,597328,715+15,882+5%$13.2M$13.8M+$561.5K2026-10-08
Fifth Third Securities, Inc.
DECREASED334,550380,168-45,618-12%$15.3M$13.4M-$1.9M2026-10-21
Lynch & Associates
INCREASED325,87363,946+261,927+410%$2.6M$13.0M+$10.4M2026-10-13
Certified Advisory Corp
INCREASED322,980322,301+679+0%$12.9M$12.9M-$43.8K2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED322,352316,789+5,563+2%$12.7M$12.9M+$152.3K2026-10-20
Sentinel Advisory Group, LLC
INCREASED314,678308,575+6,103+2%$12.4M$12.6M+$175.7K2026-10-20
FMA Wealth Management, LLC
INCREASED313,694180,299+133,395+74%$7.2M$12.5M+$5.3M2026-10-21
Steph & Co
DECREASED309,835320,420-10,585-3%$12.9M$12.4M-$492.9K2026-10-07
USAdvisors Wealth Management, LLC
INCREASED308,383300,213+8,170+3%$12.0M$12.3M+$260.0K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED294,171275,674+18,497+7%$11.1M$11.7M+$677.6K2026-11-04
Andrews Advisory Associates, LLC
INCREASED293,035266,329+26,706+10%$10.7M$11.7M+$1.0M2026-10-15
Forbes Financial Planning, Inc.
DECREASED288,155293,507-5,352-2%$11.8M$11.5M-$278.2K2026-10-23
Emerald Advisors, LLC
INCREASED285,724280,396+5,328+2%$11.3M$11.4M+$151.0K2026-10-13
Mcrae Capital Management Inc
INCREASED268,824263,399+5,425+2%$10.6M$10.7M+$158.6K2026-10-15
Hicks Capital Management LLC
UNCHANGED268,093268,09300%$10.8M$10.8M$02026-10-20
Cooper Financial Group
INCREASED268,083255,812+12,271+5%$10.3M$10.7M+$433.5K2026-10-07
Dahring | Cusmano LLC
INCREASED266,549235,336+31,213+13%$9.4M$10.6M+$1.2M2026-11-03
Kestra Private Wealth Services, LLC
INCREASED259,181194,375+64,806+33%$7.8M$10.3M+$2.5M2026-11-06
Valley National Advisers Inc
NEW258,318—+258,318——$10.3M—2026-10-23
Lido Advisors, LLC
INCREASED254,058194,901+59,157+30%$7.8M$10.1M+$2.3M2026-11-04
BG Investment Services, LLC
INCREASED251,973193,100+58,873+30%$7.7M$10.1M+$2.3M2026-10-23
D.A. Davidson & Co.
INCREASED250,760229,275+21,485+9%$9.2M$10.0M+$807.0K2026-10-28
Tepp RIA, LLC
INCREASED247,382230,310+17,072+7%$9.2M$9.9M+$630.7K2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED247,291248,587-1,296-1%$10.0M$9.9M-$107.0K2026-10-14
Farther Finance Advisors, LLC
DECREASED242,683245,581-2,898-1%$9.9M$9.7M-$169.4K2026-10-08
InTrack Investment Management Inc
INCREASED235,104188,783+46,321+25%$7.6M$9.4M+$1.8M2026-10-15
Systelligence, LLC
INCREASED234,330229,681+4,649+2%$9.2M$10.1M+$833.3K2026-11-05
PNC Financial Services Group, Inc.
INCREASED233,912208,223+25,689+12%$8.4M$9.3M+$979.4K2026-11-06
Legacies Wealth LLC
INCREASED228,609225,546+3,063+1%$9.1M$9.1M+$72.6K2026-11-02
Defined Wealth Management, LLC
INCREASED225,805224,891+914+0%$9.0M$9.0M-$13.0K2026-10-19
Vicus Capital
INCREASED225,555209,652+15,903+8%$8.4M$9.0M+$588.5K2026-11-05
TrueWealth Advisors, LLC
INCREASED182,84541,721+141,124+338%$1.7M$7.3M+$5.6M2026-10-09
Stewardship Concepts Financial Services LLC
INCREASED168,831134,006+34,825+26%$5.4M$6.7M+$1.4M2026-10-06
San Luis Wealth Advisors LLC
INCREASED161,156158,109+3,047+2%$6.3M$6.4M+$86.8K2026-10-27
Wealth Quarterback LLC
INCREASED160,525153,327+7,198+5%$6.2M$6.4M+$253.5K2026-10-20
Summitas Investment Management LLC
DECREASED157,902159,552-1,650-1%$6.4M$6.3M-$101.0K2026-10-16
M Holdings Securities, Inc.
INCREASED155,899112,111+43,788+39%$4.5M$6.2M+$1.7M2026-11-03
FinArc Investments, Inc.
DECREASED152,569162,289-9,720-6%$6.5M$6.1M-$423.6K2026-10-14
Warner Financial, Inc
INCREASED148,92288,115+60,807+69%$3.5M$5.9M+$2.4M2026-11-06
Rainier Family Wealth Inc
INCREASED144,516118,348+26,168+22%$4.7M$5.8M+$1.0M2026-11-02
Advisory Resource Group
INCREASED140,003128,600+11,403+9%$5.2M$5.6M+$426.8K2026-10-26
Noble Wealth Management PBC
INCREASED138,590135,815+2,775+2%$5.5M$5.5M+$80.9K2026-10-01
Anchor Capital Advisors LLC
INCREASED137,729112,630+25,099+22%$4.5M$5.5M+$976.9K2026-11-05
SAX Wealth Advisors, LLC
DECREASED132,570138,878-6,308-5%$5.2M$5.3M+$124.6K2026-10-13
Flagship Wealth Advisors, LLC
INCREASED131,861128,728+3,133+2%$5.2M$5.3M+$96.7K2026-11-03
Clearwave Capital, LLC
INCREASED127,041106,411+20,630+19%$4.3M$5.1M+$799.9K2026-10-27
PKS Advisory Services, LLC
UNCHANGED122,402122,40200%$4.9M$4.9M$02026-10-26
Merit Financial Group, LLC
INCREASED118,48179,253+39,228+50%$3.2M$4.7M+$1.5M2026-11-06
Summit Wealth Group LLC / Co
INCREASED115,38510,503+104,882+999%$421.5K$4.6M+$4.2M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED112,90893,311+19,597+21%$3.8M$4.5M+$699.8K2026-10-13
Schmidt P J Investment Management Inc
INCREASED111,17872,080+39,098+54%$2.9M$4.4M+$1.5M2026-11-02
Coyle Financial Counsel LLC
INCREASED100,84695,803+5,043+5%$3.8M$4.0M+$180.2K2026-10-28
Uptick Partners, LLC
INCREASED92,12289,759+2,363+3%$3.6M$3.7M+$74.6K2026-11-04
CRA Financial Services, LLC
INCREASED88,77877,697+11,081+14%$3.1M$3.5M+$425.2K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED79,28691,134-11,848-13%$3.7M$3.2M-$492.9K2026-10-21
Creative Financial Designs Inc
INCREASED77,41277,219+193+0%$3.1M$3.1M-$9.3K2026-11-04
KFA Private Wealth Group, LLC
INCREASED76,44071,085+5,355+8%$2.9M$3.1M+$198.1K2026-10-07
Fifth Third Bancorp
INCREASED75,46268,706+6,756+10%$2.8M$3.0M+$254.5K2026-11-05
OmniStar Financial Group, Inc.
INCREASED72,57761,494+11,083+18%$2.5M$2.9M+$428.8K2026-10-26
Sigma Planning Corp
DECREASED70,79773,634-2,837-4%$3.0M$2.8M-$129.4K2026-10-23
HB Wealth Management, LLC
DECREASED70,67775,547-4,870-6%$3.0M$2.8M-$211.0K2026-10-23
Truist Financial Corp
INCREASED69,28067,406+1,874+3%$2.7M$2.8M+$60.0K2026-10-30
Everest Financial Group LLC
DECREASED66,90373,485-6,582-9%$2.9M$2.7M-$278.9K2026-11-06
Cornerstone Wealth, LLC
INCREASED66,01541,677+24,338+58%$1.7M$2.6M+$910.0K2026-10-28
MFG Investments, LLC
NEW65,716—+65,716——$2.6M—2026-10-30
Investmark Advisory Group LLC
INCREASED65,10657,095+8,011+14%$2.3M$2.6M+$307.2K2026-10-27
Townsend Financial Planning, LLC
INCREASED64,93854,973+9,965+18%$2.2M$2.6M+$385.6K2026-11-02
Money Concepts Capital Corp
INCREASED64,54147,686+16,855+35%$1.9M$2.6M+$662.2K2026-11-06
Riverbend Wealth Management, LLC
DECREASED64,16965,116-947-1%$2.6M$2.6M-$52.1K2026-10-15
Breakwater Capital Group
INCREASED63,88360,162+3,721+6%$2.4M$2.5M+$135.3K2026-10-09
Platt Wealth Management LLC
DECREASED63,00264,944-1,942-3%$2.6M$2.5M-$92.0K2026-11-04
IFP Advisors, Inc
INCREASED61,98056,060+5,920+11%$2.2M$2.5M+$223.9K2026-10-16
Herbst Group, LLC
DECREASED61,90565,098-3,193-5%$2.6M$2.5M-$141.8K2026-10-20
Beacon Financial Advisory LLC
DECREASED57,19363,927-6,734-11%$2.6M$2.3M-$282.8K2026-10-16
Flagship Harbor Advisors, LLC
INCREASED53,65650,505+3,151+6%$2.0M$2.1M+$114.6K2026-10-26
Childress Capital Advisors, LLC
INCREASED53,61652,706+910+2%$2.1M$2.1M+$24.7K2026-10-28
Wedbush Securities Inc
INCREASED53,48550,825+2,660+5%$2.0M$2.1M+$95.0K2026-10-22
S.E.E.D. Planning Group LLC
INCREASED53,39348,147+5,246+11%$1.9M$2.1M+$198.8K2026-10-07
Compound Planning, Inc.
DECREASED52,74754,058-1,311-2%$2.2M$2.1M-$64.2K2026-11-05
Providence Financial Advisors, LLC
INCREASED52,62815,068+37,560+249%$604.7K$2.1M+$1.5M2026-11-06
River's Edge Wealth Management, LLC
INCREASED49,80644,334+5,472+12%$1.8M$2.0M+$186.7K2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED48,05543,970+4,085+9%$1.8M$1.9M+$153.4K2026-10-26
Roman Butler Fullerton & Co
INCREASED47,92246,856+1,066+2%$1.9M$1.9M+$22.9K2026-10-27
Arwa LLC
INCREASED46,14921,463+24,686+115%$859.2K$1.8M+$977.1K2026-10-21
Park Avenue Securities LLC
INCREASED45,8947,835+38,059+486%$314.0K$1.8M+$1.5M2026-10-26
Richards, Merrill & Peterson, Inc.
INCREASED44,31425,893+18,421+71%$1.0M$1.8M+$729.5K2026-10-19
Savant Capital, LLC
INCREASED43,38719,644+23,743+121%$802.3K$1.7M+$929.3K2026-11-06
Lincoln Capital Corp
INCREASED41,09740,408+689+2%$1.6M$1.6M+$18.6K2026-10-13
Creative Planning
INCREASED40,30935,548+4,761+13%$1.4M$1.6M+$182.2K2026-11-02
PFG Advisors
DECREASED38,10339,841-1,738-4%$1.6M$1.5M-$78.1K2026-10-16
Elevation Wealth Management LLC
INCREASED36,37721,321+15,056+71%$855.6K$1.5M+$596.2K2026-11-02
Sharkey, Howes & Javer
DECREASED35,12935,276-1470%$1.4M$1.4M-$13.6K2026-10-22
Financial Freedom, LLC
INCREASED35,02431,880+3,144+10%$1.3M$1.4M+$118.5K2026-11-06
Mascagni Wealth Management, Inc.
INCREASED34,56130,975+3,586+12%$1.2M$1.4M+$136.3K2026-10-23
Focus Financial Network, Inc.
INCREASED34,36529,781+4,584+15%$1.2M$1.4M+$176.4K2026-10-14
Williams & Novak Wealth Management, LLC
INCREASED33,97127,978+5,993+21%$1.1M$1.4M+$233.0K2026-10-09
Worth Asset Management, LLC
INCREASED32,27520,891+11,384+54%$838.4K$1.3M+$449.7K2026-10-07
Redwood Financial Network Corp
INCREASED31,77630,595+1,181+4%$1.2M$1.3M+$40.4K2026-11-03
MN Wealth Advisors, LLC
INCREASED31,60825,826+5,782+22%$1.0M$1.3M+$225.1K2026-10-23
Calamos Advisors LLC
INCREASED30,85925,432+5,427+21%$1.0M$1.2M+$211.0K2026-11-02
Smith Shellnut Wilson LLC
INCREASED30,81528,172+2,643+9%$1.1M$1.2M+$99.3K2026-10-21
Carnegie Investment Counsel
NEW29,146—+29,146——$1.2M—2026-10-20
Evergreen Private Wealth LLC
INCREASED27,78425,799+1,985+8%$1.0M$1.1M+$73.5K2026-10-30
Gaddis Premier Wealth Advisors LLC
DECREASED26,61331,996-5,383-17%$1.3M$1.1M-$221.9K2026-10-29
Weaver Consulting Group
INCREASED22,40514,565+7,840+54%$584.5K$894.2K+$309.7K2026-10-07
Private Trust Co NA
DECREASED21,78921,790-10%$874.4K$869.6K-$4.8K2026-10-20
Independent Financial Group, LLC
INCREASED21,35916,618+4,741+29%$666.9K$852.4K+$185.6K2026-10-13
Nations Financial Group Inc,
INCREASED20,65218,374+2,278+12%$737.4K$824.2K+$86.9K2026-11-05
Piscataqua Savings Bank
INCREASED20,37818,378+2,000+11%$737.5K$813.1K+$75.6K2026-10-21
PCA Investment Advisory Services Inc.
INCREASED20,25620,123+133+1%$807.5K$808.4K+$8622026-10-13
SFG Wealth Management, Llc.
INCREASED20,14220,107+35+0%$806.9K$803.9K-$3.0K2026-10-23
Monetary Solutions, Ltd
INCREASED18,43613,553+4,883+36%$543.9K$735.8K+$191.9K2026-10-22
Tctc Holdings, LLC
DECREASED18,28323,189-4,906-21%$930.6K$729.7K-$200.9K2026-11-02
Centurion Wealth Management LLC
INCREASED17,72212,750+4,972+39%$511.7K$707.3K+$195.6K2026-10-13
Moors & Cabot, Inc.
INCREASED16,85613,878+2,978+21%$556.9K$672.7K+$115.8K2026-11-06
Mission Wealth Management, LP
DECREASED16,81322,877-6,064-27%$918.1K$671.0K-$247.0K2026-10-15
Salus Financial Advisors, LLC
INCREASED16,61016,410+200+1%$658.5K$662.9K+$4.4K2026-10-20
Davenport & Co LLC
DECREASED16,58217,582-1,000-6%$705.6K$661.8K-$43.8K2026-10-14
Moneco Advisors, LLC
NEW15,894—+15,894——$634.3K—2026-11-05
Canvas Wealth Advisors, LLC
DECREASED15,29215,802-510-3%$634.1K$612.0K-$22.2K2026-11-02
Ball & Co Wealth Management Inc.
INCREASED15,17014,874+296+2%$596.0K$605.5K+$9.5K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED15,12314,772+351+2%$592.8K$603.5K+$10.7K2026-10-13
HBW Advisory Services LLC
DECREASED13,73815,387-1,649-11%$617.5K$548.3K-$69.2K2026-10-15
LongView Wealth Management
INCREASED13,51313,381+132+1%$537.0K$539.3K+$2.3K2026-10-19
Convergence Financial, LLC
DECREASED13,229178,022-164,793-93%$7.1M$528.0K-$6.6M2026-10-27
Gibraltar Capital Management, Inc.
INCREASED13,21213,144+68+1%$527.5K$527.3K-$1832026-10-27
Bond & Devick Financial Network, Inc.
INCREASED13,13813,015+123+1%$522.3K$524.3K+$2.0K2026-10-23
Master's Wealth Management Inc.
INCREASED12,89011,683+1,207+10%$468.8K$514.4K+$45.6K2026-10-22
Prospera Financial Services Inc
DECREASED12,74614,097-1,351-10%$565.8K$505.0K-$60.8K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED12,56110,528+2,033+19%$422.5K$501.3K+$78.8K2026-11-05
Marino, Stram & Associates LLC
INCREASED11,2439,594+1,649+17%$385.0K$448.7K+$63.7K2026-10-22
Bath Savings Trust Co
INCREASED10,8708,330+2,540+30%$334.3K$433.8K+$99.5K2026-10-07
Lebenthal Global Advisors, LLC
INCREASED10,79110,716+75+1%$430.0K$430.7K+$6322026-10-28
Plan A Wealth LLC
INCREASED10,3709,134+1,236+14%$366.5K$413.9K+$47.4K2026-10-08
Quantum Financial Planning Services, Inc.
UNCHANGED9,8829,88200%$396.6K$394.4K-$2.2K2026-10-14
UMB Private Wealth Management, LLC
NEW9,743—+9,743——$388.8K—2026-10-19
Clarity Asset Management, Inc.
INCREASED9,7429,701+41+0%$389.3K$388.8K-$5152026-10-14
Facet Wealth, Inc.
INCREASED9,6886,321+3,367+53%$253.7K$386.6K+$133.0K2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED9,6649,66400%$387.8K$385.7K-$2.1K2026-11-05
Destiny Capital Corp
DECREASED9,6279,981-354-4%$400.5K$384.2K-$16.3K2026-11-03
Bank of New York Mellon Corp
INCREASED9,4709,469+1+0%$380.0K$377.9K-$2.1K2026-11-05
SC&H Financial Advisors, Inc.
INCREASED9,3609,336+24+0%$374.7K$373.6K-$1.1K2026-10-14
MMA Asset Management LLC
NEW9,070—+9,070——$362.0K—2026-11-02
HUB Investment Partners, LLC
INCREASED8,9298,924+5+0%$358.1K$356.4K-$1.8K2026-11-03
VestGen Advisors, LLC
INCREASED8,9196,997+1,922+27%$280.8K$356.0K+$75.2K2026-10-27
MidAtlantic Capital Management, Inc.
DECREASED8,2769,507-1,231-13%$381.5K$330.3K-$51.3K2026-11-05
Obsidian CIO, LLC
INCREASED8,1505,417+2,733+50%$217.4K$325.3K+$107.9K2026-11-05
Sovran Advisors, LLC
DECREASED7,9547,978-240%$318.0K$318.3K+$3162026-11-02
Wealthstar Advisors, LLC
INCREASED7,3506,350+1,000+16%$254.8K$293.3K+$38.5K2026-10-19
Anson Capital, Inc.
UNCHANGED6,6806,68000%$268.1K$266.6K-$1.5K2026-10-23
Post Resch Tallon Group Inc.
NEW6,250—+6,250——$249.4K—2026-10-09
Succession Financial, Inc.
INCREASED6,2125,471+741+14%$219.5K$247.9K+$28.4K2026-10-14
Portland Financial Advisors Inc
INCREASED6,0716,039+32+1%$242.4K$242.3K-$882026-10-26
Perigon Wealth Management, LLC
INCREASED5,9425,937+5+0%$238.3K$237.1K-$1.1K2026-10-22
Aprio Wealth Management, LLC
UNCHANGED5,8855,88500%$236.2K$234.9K-$1.3K2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED5,8736,218-345-6%$249.5K$234.4K-$15.2K2026-10-13
Archer Investment Corp
INCREASED5,8204,832+988+20%$193.9K$232.3K+$38.4K2026-11-05
Signature Equity Partners, LLC
INCREASED5,3604,802+558+12%$192.7K$213.9K+$21.2K2026-10-29
Foronjy Financial LLC
INCREASED5,3595,159+200+4%$207.0K$213.9K+$6.8K2026-10-14
Dynamic Financial Group
NEW5,277—+5,277——$210.6K—2026-10-28
BridgePort Financial Solutions, LLC
INCREASED5,2685,248+20+0%$210.6K$210.2K-$3672026-11-02
Soltis Investment Advisors LLC
INCREASED5,2025,200+2+0%$208.7K$207.6K-$1.1K2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED5,1825,245-63-1%$210.5K$206.8K-$3.7K2026-10-23
Spire Wealth Management
INCREASED5,1134,418+695+16%$177.3K$204.1K+$26.8K2026-10-30
Genesis Private Wealth, LLC
DECREASED5,0735,153-80-2%$206.8K$202.5K-$4.3K2026-11-02
Atria Investments, Inc
DECREASED5,0735,153-80-2%$206.8K$202.5K-$4.3K2026-10-15
KWB Wealth
UNCHANGED5,0225,02200%$201.5K$200.4K-$1.1K2026-10-16
Latitude Advisors, LLC
NEW4,715—+4,715——$188.2K—2026-10-27
US Bancorp \de\
INCREASED3,8541,668+2,186+131%$66.9K$153.8K+$86.9K2026-11-05
Mather Group, Llc.
INCREASED3,8403,551+289+8%$142.5K$153.2K+$10.7K2026-10-14
Assetmark, Inc
INCREASED3,8153,166+649+21%$127.1K$152.3K+$25.2K2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED3,5213,503+18+1%$140.6K$140.5K-$702026-10-26
Portfolio Resources Advisor Group, Inc.
DECREASED3,3423,802-460-12%$152.6K$133.4K-$19.2K2026-10-20
Harbor Asset Planning, Inc.
INCREASED3,2873,029+258+9%$121.6K$131.2K+$9.6K2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED2,6462,64600%$106.2K$105.6K-$5822026-10-13
Allworth Financial LP
UNCHANGED2,3672,36700%$95.0K$95.0K$02026-11-06
Signaturefd, LLC
UNCHANGED2,3192,31900%$93.1K$92.6K-$5102026-10-23
Allspring Global Investments Holdings, LLC
NEW2,204—+2,204——$87.8K—2026-11-04
Barrett & Company, Inc.
UNCHANGED2,1372,13700%$85.8K$85.3K-$4712026-10-22
Asset Dedication, LLC
UNCHANGED2,1272,12700%$85.4K$84.9K-$4682026-11-03
Parallel Advisors, LLC
UNCHANGED2,0982,09800%$84.2K$83.7K-$4622026-11-03
Russell Investments Group, Ltd.
DECREASED2,0792,646-567-21%$106.2K$82.9K-$23.2K2026-11-06
Nova Financial LLC
NEW2,013—+2,013——$80.4K—2026-11-04
Provenance Wealth Advisors, LLC
NEW1,450—+1,450——$57.9K—2026-10-30
Clearstead Advisors, LLC
NEW1,116—+1,116——$44.5K—2026-11-06
Decker Retirement Planning Inc.
UNCHANGED1,0411,04100%$41.8K$41.5K-$2292026-10-19
Align Financial, LLC
UNCHANGED96096000%$38.5K$38.3K-$2112026-10-16
Investors Research Corp
NEW765—+765——$30.5K—2026-10-07
Root Financial Partners, LLC
NEW688—+688——$27.5K—2026-10-21
TD Waterhouse Canada Inc.
NEW679—+679——$26.9K—2026-10-16
Kingdom Financial Group Llc.
INCREASED578524+54+10%$21.0K$23.1K+$2.0K2026-11-04
Concord Wealth Partners
INCREASED515513+2+0%$20.6K$20.6K-$432026-11-02
CoreCap Advisors, LLC
NEW508—+508——$20.3K—2026-10-08
Trust Co of Toledo NA
UNCHANGED40340300%$16.2K$16.1K-$882026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED36836800%$14.8K$14.7K-$812026-10-21
Ascentis Independent Advisors
NEW297—+297——$11.9K—2026-11-03
Cassaday & Co Wealth Management LLC
NEW271—+271——$10.8K—2026-10-27
TFC Financial Management, Inc.
UNCHANGED25225200%$10.1K$10.1K-$562026-10-26
Aspect Partners, LLC
UNCHANGED25025000%$10.0K$10.0K-$552026-10-20
William Mack & Associates, Inc.
NEW235—+235——$9.4K—2026-10-27
Eastern Bank
DECREASED221635-414-65%$25.5K$8.8K-$16.7K2026-10-05
Silver Grove Financial Group, Inc.
UNCHANGED21221200%$8.5K$8.5K-$472026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED20920900%$8.4K$8.3K-$462026-10-16
Grove Bank & Trust
DECREASED200300-100-33%$12.0K$8.0K-$4.1K2026-10-08
Montag A & Associates Inc
UNCHANGED16216200%$6.5K$6.5K-$362026-10-29
IMG Wealth Management, Inc.
UNCHANGED15315300%$6.1K$6.1K-$342026-10-27
Bayban
UNCHANGED15115100%$6.1K$6.1K$02026-11-05
Nfsg Corp
UNCHANGED10010000%$4.0K$4.0K-$222026-10-15
Networth Advisors, LLC
INCREASED8079+1+1%$3.2K$3.2K-$12026-11-03
Gamma Investing LLC
UNCHANGED767600%$3.1K$3.0K-$172026-10-08
POM Investment Strategies, LLC
NEW70—+70——$2.8K—2026-10-20
Buck Wealth Strategies, LLC
NEW68—+68——$2.7K—2026-10-28
Bfsg, LLC
INCREASED6867+1+1%$2.7K$2.7K-$12026-10-30
Highline Wealth Partners LLC
UNCHANGED535300%$2.1K$2.1K-$122026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED353500%$1.4K$1.4K-$12026-10-16
Financial Perspectives, Inc
UNCHANGED292900%$1.2K$1.2K-$62026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED191900%$763$759-$42026-10-20
Farmers & Merchants Investments Inc
UNCHANGED101000%$401$399-$22026-10-22
WPG Advisers, LLC
UNCHANGED9900%$361$359-$22026-10-27
Investment Research & Advisory Group, Inc.
INCREASED42+2+100%$83$163+$802026-10-19
Ibex Wealth Advisors
CLOSED018,139-18,139-100%$727.9K$0-$727.9K2026-11-06
Axxcess Wealth Management, LLC
CLOSED010,182-10,182-100%$408.6K$0-$408.6K2026-10-21
Gibson Capital, LLC
CLOSED06,403-6,403-100%$257.0K$0-$257.0K2026-10-23
Allegheny Financial Group
CLOSED05,146-5,146-100%$206.5K$0-$206.5K2026-11-05
Gill Capital Partners, LLC
CLOSED01,133-1,133-100%$45.5K$0-$45.5K2026-10-13
Chilton Capital Management LLC
CLOSED01,027-1,027-100%$41.2K$0-$41.2K2026-10-28
BankPlus Trust Department
CLOSED0766-766-100%$30.7K$0-$30.7K2026-11-06
AdvisorNet Financial, Inc
CLOSED0711-711-100%$28.5K$0-$28.5K2026-10-15
Blue Trust, Inc.
CLOSED0407-407-100%$16.3K$0-$16.3K2026-10-15
Signature Resources Capital Management, LLC
CLOSED0275-275-100%$11.0K$0-$11.0K2026-10-16
Citigroup Inc
CLOSED0100-100-100%$4.0K$0-$4.0K2026-11-04
New England Capital Financial Advisors LLC
CLOSED036-36-100%$1.4K$0-$1.4K2026-11-03
Birchwood Financial Partners, Inc.
CLOSED023-23-100%$923$0-$9232026-11-02
FMR LLC
N/A—28,217,093-28,217,093-100%$1.1B———
Northwestern Mutual Wealth Management Co
N/A—12,623,230-12,623,230-100%$506.6M———
Envestnet Asset Management Inc
N/A—8,917,073-8,917,073-100%$357.8M———
Wells Fargo & Company
N/A—8,783,053-8,783,053-100%$352.5M———
Osaic Holdings, Inc.
N/A—7,943,791-7,943,791-100%$318.8M———
Ameriprise Financial Inc
N/A—6,362,792-6,362,792-100%$261.1M———
Raymond James Financial Inc
N/A—5,366,242-5,366,242-100%$215.3M———
Cetera Investment Advisers
N/A—4,791,472-4,791,472-100%$192.3M———
Bank of America Corp
N/A—4,681,096-4,681,096-100%$187.9M———
Morgan Stanley
N/A—4,168,960-4,168,960-100%$167.3M———
Royal Bank of Canada
N/A—2,879,279-2,879,279-100%$115.5M———
Advocacy Wealth Management, LLC
N/A—1,718,711-1,718,711-100%$69.0M———
OneDigital Investment Advisors LLC
N/A—1,667,208-1,667,208-100%$66.9M———
UBS Group AG
N/A—1,508,800-1,508,800-100%$60.5M———
Financial Strategies Group, Inc.
N/A—1,245,191-1,245,191-100%$50.0M———
HighTower Advisors, LLC
N/A—1,143,098-1,143,098-100%$45.9M———
MML Investors Services, LLC
N/A—1,093,828-1,093,828-100%$43.9M———
Sanctuary Advisors, LLC
N/A—1,029,427-1,029,427-100%$41.3M———
Pallas Capital Advisors LLC
N/A—971,692-971,692-100%$39.0M———
Waterloo Capital, L.P.
N/A—909,512-909,512-100%$36.5M———
Stifel Financial Corp
N/A—897,962-897,962-100%$36.0M———
Beacon Pointe Advisors, LLC
N/A—786,045-786,045-100%$31.5M———
Stratos Investment Management, LLC
N/A—715,008-715,008-100%$28.7M———
MAI Capital Management
N/A—691,217-691,217-100%$27.7M———
Stratos Wealth Partners, Ltd.
N/A—599,030-599,030-100%$24.0M———
Envestnet Portfolio Solutions, Inc.
N/A—597,385-597,385-100%$24.0M———
Pasadena Private Wealth, LLC
N/A—583,475-583,475-100%$23.4M———
Jane Street Group, LLC
N/A—542,356-542,356-100%$21.8M———
Core Wealth Advisors, Inc.
N/A—539,045-539,045-100%$21.6M———
Captrust Financial Advisors
N/A—509,621-509,621-100%$20.5M———
Baird Financial Group, Inc.
N/A—463,871-463,871-100%$18.6M———
Evernest Financial Advisors, LLC
N/A—459,536-459,536-100%$18.4M———
Janney Montgomery Scott LLC
N/A—459,430-459,430-100%$18.4M———
Private Advisor Group, LLC
N/A—445,595-445,595-100%$17.9M———
Waverly Advisors, LLC
N/A—426,806-426,806-100%$17.1M———
Advyzon Investment Management, LLC
N/A—408,549-408,549-100%$16.4M———
Anderson Financial Strategies, LLC
N/A—407,710-407,710-100%$16.9M———
Valley Financial Group, Inc.
N/A—358,136-358,136-100%$14.4M———
JPMorgan Chase & Co
N/A—320,439-320,439-100%$12.8M———
FWG Holdings, LLC
N/A—303,016-303,016-100%$12.1M———
Equitable Holdings, Inc.
N/A—287,888-287,888-100%$11.6M———
Marble Wealth, LLC
N/A—281,213-281,213-100%$11.3M———
Susquehanna International Group, LLP
N/A—276,515-276,515-100%$11.1M———
Stokes Family Office, LLC
N/A—244,013-244,013-100%$9.8M———
S Harris Financial Group, LLC
N/A—231,681-231,681-100%$9.3M———
Bravera Wealth
N/A—223,912-223,912-100%$9.0M———
NewEdge Advisors, LLC
N/A—217,824-217,824-100%$8.7M———
&partners
N/A—206,422-206,422-100%$8.3M———
First Commonwealth Financial Corp
N/A—206,063-206,063-100%$8.3M———
Principal Securities, Inc.
N/A—187,919-187,919-100%$7.5M———
Spartan Wealth Advisory Services LLC
N/A—180,496-180,496-100%$7.2M———
49 Wealth Management, LLC
N/A—172,484-172,484-100%$6.9M———
Alongside, LLC
N/A—172,484-172,484-100%$6.9M———
Ausdal Financial Partners, Inc.
N/A—169,708-169,708-100%$6.8M———
Advisory Services Network, LLC
N/A—163,137-163,137-100%$6.5M———
Veridan Wealth LLC
N/A—159,498-159,498-100%$6.4M———
Harbour Investments, Inc.
N/A—156,953-156,953-100%$6.3M———
Arkadios Wealth Advisors
N/A—142,180-142,180-100%$5.7M———
Capital Analysts, LLC
N/A—138,685-138,685-100%$5.6M———
Mariner, LLC
N/A—129,479-129,479-100%$5.2M———
Cozad Asset Management Inc
N/A—127,665-127,665-100%$5.1M———
Madison Wealth Partners, Inc
N/A—125,355-125,355-100%$5.0M———
Aptus Capital Advisors, LLC
N/A—120,955-120,955-100%$4.9M———
Barnes Pettey Financial Advisors, LLC
N/A—118,908-118,908-100%$4.8M———
PCG Wealth Advisors, LLC
N/A—108,237-108,237-100%$4.3M———
NewEdge Wealth, LLC
N/A—101,621-101,621-100%$4.1M———
Premier Private Wealth Management LLC
N/A—86,663-86,663-100%$3.5M———
Leigh Baldwin & Co., LLC
N/A—86,048-86,048-100%$3.5M———
Huntington National Bank
N/A—84,397-84,397-100%$3.4M———
Orion Porfolio Solutions, LLC
N/A—81,736-81,736-100%$3.3M———
PlanVest Financial, Inc
N/A—78,117-78,117-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—73,242-73,242-100%$2.9M———
Kingsview Wealth Management, LLC
N/A—72,103-72,103-100%$2.9M———
BFC Planning, Inc.
N/A—71,709-71,709-100%$2.9M———
Cerity Partners LLC
N/A—67,249-67,249-100%$2.7M———
Ameritas Advisory Services, LLC
N/A—62,626-62,626-100%$2.5M———
Thoroughbred Financial Services, LLC
N/A—62,569-62,569-100%$2.5M———
Jones Financial Companies Lllp
N/A—61,097-61,097-100%$2.4M———
Quantinno Capital Management LP
N/A—60,341-60,341-100%$2.4M———
IFG Advisory, LLC
N/A—59,159-59,159-100%$2.4M———
Kapstone Financial Advisors LLC
N/A—54,777-54,777-100%$2.2M———
Rockefeller Capital Management L.P.
N/A—54,196-54,196-100%$2.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—53,224-53,224-100%$2.1M———
Savvy Advisors, Inc.
N/A—52,509-52,509-100%$2.1M———
WCG Wealth Advisors LLC
N/A—48,067-48,067-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—44,420-44,420-100%$1.8M———
Great Valley Advisor Group, Inc.
N/A—43,994-43,994-100%$1.8M———
Element Wealth, LLC
N/A—43,873-43,873-100%$1.8M———
Flow Traders U.S. LLC
N/A—43,114-43,114-100%$1.7M———
Kastel Capital Advisors, LLC
N/A—41,763-41,763-100%$1.6M———
Storgate, LLC
N/A—40,702-40,702-100%$1.6M———
Mutual Advisors, LLC
N/A—40,159-40,159-100%$1.6M———
Axis Wealth Partners, LLC
N/A—39,413-39,413-100%$1.6M———
Citadel Advisors LLC
N/A—38,061-38,061-100%$1.5M———
Meadowbrook Advisors Group, LLC
N/A—36,244-36,244-100%$1.5M———
Nwam LLC
N/A—34,919-34,919-100%$1.4M———
Betterment LLC
N/A—32,630-32,630-100%$1.3M———
Mercer Global Advisors Inc
N/A—30,287-30,287-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—27,656-27,656-100%$1.1M———
Bradley Foster & Sargent Inc
N/A—27,097-27,097-100%$1.1M———
CreativeOne Wealth, LLC
N/A—24,440-24,440-100%$980.8K———
Bank of Montreal
N/A—22,550-22,550-100%$904.9K———
Pinnacle Financial Partners, Inc.
N/A—21,183-21,183-100%$850.1K———
Benjamin Edwards Inc
N/A—20,533-20,533-100%$824.5K———
Sequoia Financial Advisors, LLC
N/A—19,948-19,948-100%$800.5K———
Cadia Private Client LLC
N/A—19,759-19,759-100%$792.9K———
Fiduciary Group, LLC
N/A—18,305-18,305-100%$734.6K———
Natixis Advisors, LLC
N/A—17,500-17,500-100%$702.0K———
Bleakley Financial Group, LLC
N/A—16,586-16,586-100%$665.6K———
Alpha Financial Advisors, LLC
N/A—15,756-15,756-100%$632.3K———
Rollins Financial Advisors, LLC
N/A—15,696-15,696-100%$629.9K———
World Investment Advisors
N/A—15,645-15,645-100%$607.0K———
Focus Partners Wealth
N/A—15,384-15,384-100%$617.4K———
Ancora Advisors LLCA
N/A—13,900-13,900-100%$557.8K———
Modern Wealth Management, LLC
N/A—12,845-12,845-100%$515.5K———
Wealth Advisors of Iowa, LLC
N/A—12,805-12,805-100%$513.9K———
Nicolet Bankshares Inc
N/A—12,617-12,617-100%$513.5K———
Arax Advisory Partners
N/A—12,558-12,558-100%$504.0K———
EP Wealth Advisors, LLC
N/A—12,465-12,465-100%$500.2K———
Global Retirement Partners, LLC
N/A—11,201-11,201-100%$449.5K———
Peregrine Asset Advisers, Inc.
N/A—10,921-10,921-100%$438.3K———
O'shaughnessy Asset Management, LLC
N/A—10,661-10,661-100%$427.8K———
Regal Investment Advisors LLC
N/A—10,426-10,426-100%$418.4K———
Fortis Advisors, LLC
N/A—10,000-10,000-100%$401.3K———
Sovereign Financial Group, Inc.
N/A—9,526-9,526-100%$382.3K———
LaSalle St. Investment Advisors, LLC
N/A—9,143-9,143-100%$366.9K———
Westmount Partners, LLC
N/A—9,036-9,036-100%$362.6K———
Summit Wealth Partners, LLC
N/A—8,351-8,351-100%$335.1K———
Insigneo Advisory Services, LLC
N/A—8,300-8,300-100%$333.1K———
PFG Investments, LLC
N/A—8,023-8,023-100%$322.0K———
Fort Sheridan Advisors LLC
N/A—7,864-7,864-100%$315.6K———
XTX Topco Ltd
N/A—7,833-7,833-100%$314.3K———
Peak Planning Group, LLC
N/A—7,760-7,760-100%$311.4K———
Denver Wealth Management, Inc.
N/A—7,321-7,321-100%$293.8K———
Jaffetilchin Investment Partners, LLC
N/A—7,219-7,219-100%$289.7K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—7,200-7,200-100%$288.9K———
Brown Advisory Inc
N/A—7,000-7,000-100%$280.9K———
WealthTrust Axiom LLC
N/A—6,812-6,812-100%$273.4K———
Composition Wealth, LLC
N/A—6,804-6,804-100%$273.0K———
United Capital Financial Advisors, LLC
N/A—6,708-6,708-100%$268.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,630-6,630-100%$266.1K———
IHT Wealth Management, LLC
N/A—6,193-6,193-100%$248.5K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,164-6,164-100%$247.4K———
Drake & Associates, LLC
N/A—5,770-5,770-100%$231.6K———
Gladstone Institutional Advisory LLC
N/A—5,676-5,676-100%$227.8K———
AQR Capital Management LLC
N/A—5,661-5,661-100%$227.2K———
Strategic Investment Advisors / MI
N/A—5,427-5,427-100%$217.8K———
AE Wealth Management LLC
N/A—5,226-5,226-100%$209.8K———
Vident Advisory, LLC
N/A—5,106-5,106-100%$204.9K———
Eaton Financial Holdings Company, LLC
N/A—5,074-5,074-100%$203.6K———
National Bank of Canada
N/A—3,954-3,954-100%$158.7K———
Corsicana & Co.
N/A—3,907-3,907-100%$156.8K———
Godfrey Financial Associates, Inc.
N/A—3,666-3,666-100%$147.1K———
Ameriflex Group, Inc.
N/A—2,755-2,755-100%$110.6K———
Whittier Trust Co of Nevada Inc
N/A—2,180-2,180-100%$87.5K———
Vanguard Advisers Inc
N/A—1,327-1,327-100%$53.3K———
Qube Research & Technologies Ltd
N/A—1,218-1,218-100%$48.9K———
Tidemark, LLC
N/A—1,148-1,148-100%$46.1K———
Strategic Wealth Partners, Ltd.
N/A—796-796-100%$31.9K———
Bogart Wealth, LLC
N/A—742-742-100%$29.8K———
Vision Retirement, LLC
N/A—585-585-100%$23.5K———
Geneos Wealth Management Inc.
N/A—321-321-100%$12.9K———
Hantz Financial Services, Inc.
N/A—278-278-100%$11———
Ameritas Investment Partners, Inc.
N/A—262-262-100%$10.5K———
Fiduciary Financial Advisors
N/A—172-172-100%$6.9K———
SHP Wealth Management
N/A—163-163-100%$6.6K———
Keating Financial Advisory Services, Inc.
N/A—161-161-100%$6.5K———
Atomic Invest LLC
N/A—137-137-100%$5.5K———
LRI Investments, LLC
N/A—122-122-100%$4.9K———
Dunhill Financial, LLC
N/A—117-117-100%$4.7K———
Webster Bank, N. A.
N/A—108-108-100%$4.3K———
Measured Wealth Private Client Group, LLC
N/A—107-107-100%$4.3K———
UBS Asset Management Americas LLC
N/A—63-63-100%$2.5K———
Coppell Advisory Solutions LLC
N/A—57-57-100%$538.1K———
Cordant, Inc.
N/A—41-41-100%$1.7K———
Logan Capital Management Inc
N/A—37-37-100%$1.5K———
Smartleaf Asset Management LLC
N/A—32-32-100%$1.3K———
Delta Asset Management LLC
N/A—12-12-100%$482———
Frazier Financial Advisors, LLC
N/A—3-3-100%$121———
BlackRock, Inc.
N/A—1-1-100%$47———
Showing 455 of 455 institutions