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Fidelity ENH Mid Cap ETF (FMDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,883,434 from 6,411,057
Change+472,377 (+7%)
Value$278.0M (+$17.8M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares4,887,038 from 3,848,941
Change+1,038,097 (+27%)
Value$197.3M (+$41.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares2,438,785
Change+2,438,785
Value$98.5M
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares1,887,639 from 1,694,747
Change+192,892 (+11%)
Value$76.2M (+$7.5M)
Filed 2026-11-02
Richard P Slaughter Associates Inc
DECREASED
Shares1,339,488 from 1,417,443
Change-77,955 (-5%)
Value$54.1M (-$3.4M)
Filed 2026-10-13
GW Henssler & Associates LTD
INCREASED
Shares1,235,212 from 1,211,113
Change+24,099 (+2%)
Value$49.9M (+$730.9K)
Filed 2026-10-26
KFG Wealth Management, LLC
INCREASED
Shares1,019,188 from 947,794
Change+71,394 (+8%)
Value$41.2M (+$2.7M)
Filed 2026-10-16
Lifelong Wealth Advisors, Inc.
DECREASED
Shares730,330 from 736,675
Change-6,345 (-1%)
Value$29.5M (-$403.6K)
Filed 2026-10-19
Kendall Capital Management
INCREASED
Shares679,438 from 666,866
Change+12,572 (+2%)
Value$27.4M (+$374.3K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED
Shares641,618 from 625,634
Change+15,984 (+3%)
Value$25.9M (+$520.3K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED
Shares611,650 from 579,236
Change+32,414 (+6%)
Value$24.7M (+$1.2M)
Filed 2026-10-15
Lynch & Associates
INCREASED
Shares524,558 from 101,115
Change+423,443 (+419%)
Value$21.2M (+$17.1M)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares506,263 from 383,709
Change+122,554 (+32%)
Value$20.4M (+$4.9M)
Filed 2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares472,707 from 446,041
Change+26,666 (+6%)
Value$19.1M (+$987.5K)
Filed 2026-10-29
Mayfair Advisory Group, LLC
INCREASED
Shares452,892 from 430,650
Change+22,242 (+5%)
Value$18.3M (+$816.3K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares452,866 from 435,269
Change+17,597 (+4%)
Value$18.3M (+$623.5K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
NEW
Shares449,913
Change+449,913
Value$18.2M
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares373,271 from 374,896
Change-1,625 (0%)
Value$15.3M (+$61.0K)
Filed 2026-11-05
Staley Capital Advisers Inc
INCREASED
Shares344,220 from 313,865
Change+30,355 (+10%)
Value$13.9M (+$1.2M)
Filed 2026-11-06
Valley National Advisers Inc
INCREASED
Shares338,407 from 105,485
Change+232,922 (+221%)
Value$13.7M (+$9.4M)
Filed 2026-10-23
Parkside Investments, LLC
DECREASED
Shares321,516 from 333,931
Change-12,415 (-4%)
Value$13.0M (-$568.1K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares320,934 from 298,529
Change+22,405 (+8%)
Value$13.2M (+$1.1M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares320,919 from 493,299
Change-172,380 (-35%)
Value$13.0M (-$7.1M)
Filed 2026-11-02
Serenity Investment Advisors
INCREASED
Shares308,707 from 307,968
Change+739 (+0%)
Value$12.5M (-$496.8K)
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
INCREASED
Shares294,064 from 281,464
Change+12,600 (+4%)
Value$11.9M (+$452.5K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares259,393 from 255,337
Change+4,056 (+2%)
Value$10.5M (+$112.7K)
Filed 2026-11-06
Armor Investment Advisors, LLC
DECREASED
Shares238,508 from 241,066
Change-2,558 (-1%)
Value$9.6M (-$151.5K)
Filed 2026-10-27
Waterway Wealth Management, LLC
INCREASED
Shares231,077 from 229,205
Change+1,872 (+1%)
Value$8.4M (+$14.6K)
Filed 2026-10-28
Base Wealth Management LLC
INCREASED
Shares230,700 from 225,308
Change+5,392 (+2%)
Value$9.3M (+$172.7K)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares226,853 from 206,776
Change+20,077 (+10%)
Value$9.3M (+$905.5K)
Filed 2026-10-15
Strata Wealth Advisors, LLC
INCREASED
Shares226,635 from 202,799
Change+23,836 (+12%)
Value$9.2M (+$921.9K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares219,814 from 176,121
Change+43,693 (+25%)
Value$8.9M (+$1.7M)
Filed 2026-10-26
Investment Advisory Services Inc
INCREASED
Shares214,127 from 101,609
Change+112,518 (+111%)
Value$8.6M (+$4.5M)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares202,381 from 208,652
Change-6,271 (-3%)
Value$8.2M (-$295.0K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares200,237 from 92,938
Change+107,299 (+115%)
Value$8.1M (+$4.3M)
Filed 2026-10-28
Broadway Wealth Solutions, Inc.
INCREASED
Shares198,622 from 188,440
Change+10,182 (+5%)
Value$8.0M (+$373.5K)
Filed 2026-10-21
Sound Portfolio Advisors, LLC
INCREASED
Shares160,054 from 150,403
Change+9,651 (+6%)
Value$6.5M (+$359.6K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares153,547 from 145,203
Change+8,344 (+6%)
Value$6.2M (+$307.9K)
Filed 2026-10-08
Flynn Zito Capital Management, LLC
INCREASED
Shares148,455 from 133,390
Change+15,065 (+11%)
Value$6.0M (+$581.7K)
Filed 2026-11-04
Provident Wealth Management, LLC
DECREASED
Shares140,948 from 195,648
Change-54,700 (-28%)
Value$5.7M (-$2.2M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares138,929 from 132,196
Change+6,733 (+5%)
Value$5.6M (+$245.4K)
Filed 2026-10-28
Verdence Capital Advisors LLC
NEW
Shares132,882
Change+132,882
Value$5.4M
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares130,123 from 92,557
Change+37,566 (+41%)
Value$5.3M (+$1.5M)
Filed 2026-11-06
IAG Wealth Partners, LLC
DECREASED
Shares118,958 from 121,125
Change-2,167 (-2%)
Value$4.8M (-$111.7K)
Filed 2026-11-06
Allegheny Financial Group
INCREASED
Shares113,538 from 14,589
Change+98,949 (+678%)
Value$4.6M (+$4.0M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares110,045 from 78,839
Change+31,206 (+40%)
Value$4.4M (+$1.2M)
Filed 2026-11-05
Andrews Advisory Associates, LLC
INCREASED
Shares109,544 from 95,034
Change+14,510 (+15%)
Value$4.4M (+$566.9K)
Filed 2026-10-15
Greatmark Investment Partners, Inc.
INCREASED
Shares105,580 from 105,130
Change+450 (+0%)
Value$4.3M (-$2.9K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares105,488 from 103,823
Change+1,665 (+2%)
Value$4.3M (+$46.4K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares94,161 from 84,867
Change+9,294 (+11%)
Value$3.8M (+$358.3K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares93,252 from 58,332
Change+34,920 (+60%)
Value$3.8M (+$1.4M)
Filed 2026-11-04
BG Investment Services, LLC
INCREASED
Shares90,752 from 70,861
Change+19,891 (+28%)
Value$3.7M (+$788.2K)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares90,064 from 103,348
Change-13,284 (-13%)
Value$3.6M (-$557.1K)
Filed 2026-10-16
FMA Wealth Management, LLC
INCREASED
Shares88,142 from 87,461
Change+681 (+1%)
Value$3.6M (+$10.0K)
Filed 2026-10-21
Clearwave Capital, LLC
INCREASED
Shares87,904 from 74,620
Change+13,284 (+18%)
Value$3.5M (+$521.5K)
Filed 2026-10-27
Cornerstone Wealth, LLC
DECREASED
Shares83,660 from 83,929
Change-269 (0%)
Value$3.5M (+$63.6K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
DECREASED
Shares81,363 from 82,725
Change-1,362 (-2%)
Value$3.3M (-$71.6K)
Filed 2026-10-29
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares81,362 from 78,944
Change+2,418 (+3%)
Value$3.3M (+$81.8K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares76,989 from 68,290
Change+8,699 (+13%)
Value$3.1M (+$337.6K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares75,469 from 22,635
Change+52,834 (+233%)
Value$3.0M (+$2.1M)
Filed 2026-10-16
Genesis Private Wealth, LLC
INCREASED
Shares69,122 from 54,857
Change+14,265 (+26%)
Value$2.8M (+$565.1K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares65,239 from 64,261
Change+978 (+2%)
Value$2.6M (+$26.7K)
Filed 2026-10-08
Cassilly Financial Group LLC
INCREASED
Shares65,165 from 62,685
Change+2,480 (+4%)
Value$2.6M (+$87.6K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
INCREASED
Shares61,024 from 55,911
Change+5,113 (+9%)
Value$2.5M (+$195.3K)
Filed 2026-10-21
LongView Wealth Management
DECREASED
Shares59,891 from 62,366
Change-2,475 (-4%)
Value$2.4M (-$112.4K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares56,235 from 35,640
Change+20,595 (+58%)
Value$2.3M (+$824.5K)
Filed 2026-11-06
Worth Asset Management, LLC
INCREASED
Shares55,284 from 36,508
Change+18,776 (+51%)
Value$2.2M (+$750.8K)
Filed 2026-10-07
Holland Advisory Services, Inc.
NEW
Shares52,082
Change+52,082
Value$2.1M
Filed 2026-10-26
CRA Financial Services, LLC
INCREASED
Shares50,429 from 42,248
Change+8,181 (+19%)
Value$2.0M (+$321.9K)
Filed 2026-10-16
Certified Advisory Corp
INCREASED
Shares46,883 from 41,581
Change+5,302 (+13%)
Value$1.9M (+$206.7K)
Filed 2026-10-29
Noble Wealth Management PBC
INCREASED
Shares45,363 from 40,724
Change+4,639 (+11%)
Value$1.8M (+$179.2K)
Filed 2026-10-01
OmniStar Financial Group, Inc.
DECREASED
Shares44,886 from 48,336
Change-3,450 (-7%)
Value$1.8M (-$149.0K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares42,099 from 39,110
Change+2,989 (+8%)
Value$1.7M (+$112.8K)
Filed 2026-10-23
First American Bank
INCREASED
Shares40,745 from 34,265
Change+6,480 (+19%)
Value$1.6M (+$254.8K)
Filed 2026-10-27
Townsend Financial Planning, LLC
INCREASED
Shares40,010 from 30,871
Change+9,139 (+30%)
Value$1.6M (+$362.9K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares39,757 from 39,536
Change+221 (+1%)
Value$1.6M (+$1.4K)
Filed 2026-11-03
Mcrae Capital Management Inc
INCREASED
Shares38,979 from 37,108
Change+1,871 (+5%)
Value$1.6M (+$68.1K)
Filed 2026-10-15
FCG Investment Co
INCREASED
Shares38,008 from 36,236
Change+1,772 (+5%)
Value$1.5M (+$64.3K)
Filed 2026-10-13
Fifth Third Securities, Inc.
DECREASED
Shares37,526 from 38,475
Change-949 (-2%)
Value$1.5M (-$46.0K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares35,094 from 33,760
Change+1,334 (+4%)
Value$1.4M (+$47.1K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares33,471 from 26,711
Change+6,760 (+25%)
Value$1.4M (+$267.6K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares33,098 from 26,339
Change+6,759 (+26%)
Value$1.3M (+$267.7K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares30,954 from 25,384
Change+5,570 (+22%)
Value$1.2M (+$219.8K)
Filed 2026-10-13
Evergreen Private Wealth LLC
INCREASED
Shares30,105 from 27,945
Change+2,160 (+8%)
Value$1.2M (+$81.6K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares28,948 from 10,158
Change+18,790 (+185%)
Value$1.2M (+$756.7K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares27,569 from 26,125
Change+1,444 (+6%)
Value$1.2M (+$84.6K)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares25,023 from 21,055
Change+3,968 (+19%)
Value$1.0M (+$156.0K)
Filed 2026-11-02
Patten Group, Inc.
INCREASED
Shares24,047 from 17,452
Change+6,595 (+38%)
Value$971.0K (+$262.8K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares23,471 from 23,423
Change+48 (+0%)
Value$947.8K (-$2.7K)
Filed 2026-10-16
SFG Wealth Management, Llc.
INCREASED
Shares22,516 from 21,219
Change+1,297 (+6%)
Value$909.2K (+$48.1K)
Filed 2026-10-23
Mission Financial Group, LLC
INCREASED
Shares21,826 from 21,793
Change+33 (+0%)
Value$881.3K (-$3.0K)
Filed 2026-10-21
Geneva Partners, LLC
DECREASED
Shares21,260 from 21,357
Change-97 (0%)
Value$858.5K (-$8.2K)
Filed 2026-10-26
Tenet Wealth Partners, LLC
INCREASED
Shares21,099 from 20,394
Change+705 (+3%)
Value$852.0K (+$18.3K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares20,139 from 15,475
Change+4,664 (+30%)
Value$813.2K (+$185.2K)
Filed 2026-10-23
Sowa Financial Group, Inc.
INCREASED
Shares20,099 from 18,562
Change+1,537 (+8%)
Value$812.0K (+$59.0K)
Filed 2026-10-26
Dynamic Financial Group
INCREASED
Shares19,603 from 8,959
Change+10,644 (+119%)
Value$791.6K (+$428.0K)
Filed 2026-10-28
Vontobel Holding Ltd.
UNCHANGED
Shares19,204 from 19,204
Change0 (0%)
Value$775.5K (-$3.8K)
Filed 2026-10-16
Snider Financial Group
DECREASED
Shares19,153 from 24,071
Change-4,918 (-20%)
Value$773.4K (-$203.4K)
Filed 2026-10-16
Carnegie Investment Counsel
NEW
Shares18,833
Change+18,833
Value$760.5K
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares18,816 from 17,936
Change+880 (+5%)
Value$759.8K (+$32.0K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
INCREASED
Shares18,734 from 14,404
Change+4,330 (+30%)
Value$756.5K (+$172.0K)
Filed 2026-10-28
Demars Financial Group, LLC
INCREASED
Shares16,189 from 16,146
Change+43 (+0%)
Value$653.7K (-$1.5K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares16,112 from 16,110
Change+2 (+0%)
Value$650.6K (-$3.2K)
Filed 2026-11-06
Goelzer Investment Management, Inc.
NEW
Shares15,890
Change+15,890
Value$641.6K
Filed 2026-10-16
InTrack Investment Management Inc
DECREASED
Shares15,736 from 33,205
Change-17,469 (-53%)
Value$635.4K (-$712.1K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
UNCHANGED
Shares15,698 from 15,698
Change0 (0%)
Value$633.9K (-$3.1K)
Filed 2026-10-29
Parsons Capital Management Inc
DECREASED
Shares15,267 from 23,428
Change-8,161 (-35%)
Value$616.5K (-$334.2K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares15,194 from 13,664
Change+1,530 (+11%)
Value$613.5K (+$59.0K)
Filed 2026-10-26
MV Capital Management, Inc.
NEW
Shares13,677
Change+13,677
Value$552.3K
Filed 2026-10-29
Woodard & Co Asset Management Group Inc
DECREASED
Shares12,805 from 12,951
Change-146 (-1%)
Value$517.1K (-$8.5K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,632 from 12,551
Change+81 (+1%)
Value$510.1K (+$1.7K)
Filed 2026-10-13
Titleist Asset Management, LLC
NEW
Shares12,622
Change+12,622
Value$509.7K
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares12,586 from 11,091
Change+1,495 (+13%)
Value$508.2K (+$58.1K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares12,524 from 11,826
Change+698 (+6%)
Value$505.7K (+$25.8K)
Filed 2026-11-05
Breakwater Capital Group
DECREASED
Shares11,950 from 11,987
Change-37 (0%)
Value$482.5K (-$3.9K)
Filed 2026-10-09
Traynor Capital Management, Inc.
INCREASED
Shares11,926 from 9,553
Change+2,373 (+25%)
Value$481.6K (+$93.9K)
Filed 2026-10-29
Advisory Resource Group
NEW
Shares11,669
Change+11,669
Value$471.2K
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares11,538 from 3,660
Change+7,878 (+215%)
Value$465.9K (+$317.4K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares10,891 from 6,177
Change+4,714 (+76%)
Value$439.8K (+$189.1K)
Filed 2026-10-29
Benin Management Corp
UNCHANGED
Shares10,033 from 10,033
Change0 (0%)
Value$405.1K (-$2.0K)
Filed 2026-10-22
TrueWealth Advisors, LLC
INCREASED
Shares9,895 from 8,936
Change+959 (+11%)
Value$399.6K (+$37.0K)
Filed 2026-10-09
HBW Advisory Services LLC
DECREASED
Shares9,890 from 11,033
Change-1,143 (-10%)
Value$399.4K (-$48.4K)
Filed 2026-10-15
Fisher Asset Management, LLC
NEW
Shares9,873
Change+9,873
Value$398.7K
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares9,551 from 8,429
Change+1,122 (+13%)
Value$385.7K (+$43.6K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
NEW
Shares8,814
Change+8,814
Value$355.9K
Filed 2026-10-16
Wedbush Securities Inc
NEW
Shares8,750
Change+8,750
Value$353.0K
Filed 2026-10-22
Henderson Brothers Financial Partners, LLC
NEW
Shares8,353
Change+8,353
Value$337.3K
Filed 2026-11-03
Clear Investment Research, LLC
DECREASED
Shares8,301 from 8,478
Change-177 (-2%)
Value$335.2K (-$8.8K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares8,039 from 8,037
Change+2 (+0%)
Value$324.6K (-$1.5K)
Filed 2026-11-06
Piscataqua Savings Bank
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$323.0K (-$1.5K)
Filed 2026-10-21
Herbst Group, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$323.0K (-$1.6K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares7,578 from 6,803
Change+775 (+11%)
Value$306.0K (+$29.9K)
Filed 2026-10-23
KWB Wealth
UNCHANGED
Shares7,480 from 7,480
Change0 (0%)
Value$302.1K (-$1.5K)
Filed 2026-10-16
Williams & Novak Wealth Management, LLC
DECREASED
Shares7,476 from 7,834
Change-358 (-5%)
Value$301.9K (-$16.0K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares7,473 from 6,334
Change+1,139 (+18%)
Value$301.8K (+$44.7K)
Filed 2026-11-05
RF&L Wealth Management, LLC
NEW
Shares7,291
Change+7,291
Value$294.4K
Filed 2026-10-20
Fulton Bank, N.A.
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$262.5K (-$1.3K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares6,143 from 6,382
Change-239 (-4%)
Value$248.1K (-$10.9K)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares5,994 from 5,977
Change+17 (+0%)
Value$242.0K (-$514)
Filed 2026-10-21
ARK & TLK Investments, LLC
INCREASED
Shares5,893 from 5,876
Change+17 (+0%)
Value$238.0K (-$504)
Filed 2026-10-20
Benchmark Financial, LLC
UNCHANGED
Shares5,726 from 5,726
Change0 (0%)
Value$231.2K (-$1.1K)
Filed 2026-10-16
Lido Advisors, LLC
NEW
Shares5,628
Change+5,628
Value$227.3K
Filed 2026-11-04
Fermata Advisors, LLC
DECREASED
Shares5,472 from 10,648
Change-5,176 (-49%)
Value$220.9K (-$211.2K)
Filed 2026-10-13
National Wealth Management Group, LLC
NEW
Shares5,195
Change+5,195
Value$209.8K
Filed 2026-10-26
Financial Management Network Inc
NEW
Shares5,168
Change+5,168
Value$211.8K
Filed 2026-10-09
Wesbanco Bank Inc
NEW
Shares5,123
Change+5,123
Value$206.9K
Filed 2026-11-04
Warner Financial, Inc
NEW
Shares5,105
Change+5,105
Value$206.2K
Filed 2026-11-06
Processus Wealth & Capital Management, LLC
NEW
Shares5,052
Change+5,052
Value$204.0K
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
INCREASED
Shares5,027 from 5,013
Change+14 (+0%)
Value$203.0K (-$431)
Filed 2026-10-08
Pinnacle Associates LTD
INCREASED
Shares4,978 from 4,964
Change+14 (+0%)
Value$201.0K (-$426)
Filed 2026-10-20
Byrne Asset Management LLC
UNCHANGED
Shares4,325 from 4,325
Change0 (0%)
Value$176.0K (+$519)
Filed 2026-10-06
Latitude Advisors, LLC
NEW
Shares4,247
Change+4,247
Value$171.5K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares3,878
Change+3,878
Value$156.6K
Filed 2026-10-21
Holos Integrated Wealth LLC
UNCHANGED
Shares3,396 from 3,396
Change0 (0%)
Value$139.4K (+$2.2K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares2,851 from 2,843
Change+8 (+0%)
Value$115.1K (-$244)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,660 from 2,660
Change0 (0%)
Value$107.4K (-$532)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$97.4K (-$483)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares1,935 from 2,342
Change-407 (-17%)
Value$78.1K (-$16.9K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares1,920 from 1,000
Change+920 (+92%)
Value$77.5K (+$37.0K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares1,902 from 1,903
Change-1 (0%)
Value$76.8K (-$381)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,770 from 1,874
Change-104 (-6%)
Value$71.5K (-$4.6K)
Filed 2026-10-26
Stone House Investment Management, LLC
INCREASED
Shares1,544 from 1,540
Change+4 (+0%)
Value$62.4K (-$132)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares1,514
Change+1,514
Value$61.1K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$50.6K ($0)
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares1,223
Change+1,223
Value$49.4K
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
NEW
Shares1,216
Change+1,216
Value$49.1K
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,101 from 823
Change+278 (+34%)
Value$44.5K (+$11.1K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
NEW
Shares1,047
Change+1,047
Value$42.3K
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares961 from 213
Change+748 (+351%)
Value$38.8K (+$30.2K)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$36.7K (-$182)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares733 from 526
Change+207 (+39%)
Value$29.6K (+$8.2K)
Filed 2026-11-06
Creative Capital Management Investments LLC
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$28.7K (-$142)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$26 ($0)
Filed 2026-10-02
Blue Trust, Inc.
NEW
Shares493
Change+493
Value$19.9K
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
NEW
Shares457
Change+457
Value$18.5K
Filed 2026-10-19
CKW Financial Group
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$13 ($0)
Filed 2026-10-29
Central Trust Co
NEW
Shares300
Change+300
Value$12.1K
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares284 from 283
Change+1 (+0%)
Value$11.5K (-$43)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$9.9K (-$49)
Filed 2026-10-19
Cape Investment Advisory, Inc.
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$8.8K (-$44)
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares200
Change+200
Value$8.1K
Filed 2026-11-05
Avion Wealth
INCREASED
Shares97 from 96
Change+1 (+1%)
Value$3 ($0)
Filed 2026-11-04
Entrust Financial LLC
NEW
Shares86
Change+86
Value$3.5K
Filed 2026-11-04
TD Waterhouse Canada Inc.
NEW
Shares73
Change+73
Value$3.0K
Filed 2026-10-16
Buck Wealth Strategies, LLC
NEW
Shares61
Change+61
Value$2.5K
Filed 2026-10-28
Trust Co
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.2K (-$11)
Filed 2026-10-09
Rossby Financial, LCC
NEW
Shares21
Change+21
Value$848
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares15
Change+15
Value$606
Filed 2026-10-05
Mainstream Capital Management LLC
NEW
Shares4
Change+4
Value$162
Filed 2026-10-23
TBH Global Asset Management, LLC
CLOSED
Shares0 from 39,916
Change-39,916 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
1900 Wealth Management LLC
CLOSED
Shares0 from 8,307
Change-8,307 (-100%)
Value$0 (-$337.1K)
Filed 2026-10-13
XML Financial, LLC
CLOSED
Shares0 from 6,495
Change-6,495 (-100%)
Value$0 (-$263.6K)
Filed 2026-10-29
Prospera Financial Services Inc
CLOSED
Shares0 from 6,289
Change-6,289 (-100%)
Value$0 (-$255.3K)
Filed 2026-11-04
Cohen Investment Advisors LLC
CLOSED
Shares0 from 4,997
Change-4,997 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-20
NBT Bank, N.A.
CLOSED
Shares0 from 1,491
Change-1,491 (-100%)
Value$0 (-$60.5K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,476
Change-1,476 (-100%)
Value$0 (-$59.9K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,103
Change-1,103 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-16
Cullen T Bankers, Inc.
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-28
TFC Financial Management, Inc.
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 244
Change-244 (-100%)
Value$0 (-$9.9K)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 24,055,138
Change-24,055,138 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,272,880
Change-13,272,880 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,567,707
Change-12,567,707 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,273,201
Change-10,273,201 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,835,022
Change-3,835,022 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,252,118
Change-3,252,118 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,033,026
Change-3,033,026 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,938,701
Change-2,938,701 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,926,269
Change-2,926,269 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,682,006
Change-2,682,006 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,983,161
Change-1,983,161 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,882,695
Change-1,882,695 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,862,959
Change-1,862,959 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,300,223
Change-1,300,223 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,298,333
Change-1,298,333 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,083,146
Change-1,083,146 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 773,260
Change-773,260 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 740,187
Change-740,187 (-100%)
Value—
UBS Group AG
N/A
Shares— from 662,335
Change-662,335 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 577,180
Change-577,180 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 562,734
Change-562,734 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 533,933
Change-533,933 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 532,786
Change-532,786 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 499,800
Change-499,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 405,636
Change-405,636 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 387,191
Change-387,191 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 296,461
Change-296,461 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 272,921
Change-272,921 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 256,762
Change-256,762 (-100%)
Value—
&partners
N/A
Shares— from 224,605
Change-224,605 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 203,465
Change-203,465 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 199,337
Change-199,337 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 196,721
Change-196,721 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 132,122
Change-132,122 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 114,544
Change-114,544 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 105,643
Change-105,643 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 105,548
Change-105,548 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 98,480
Change-98,480 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 89,165
Change-89,165 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 86,876
Change-86,876 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 78,649
Change-78,649 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 69,958
Change-69,958 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 68,826
Change-68,826 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 67,319
Change-67,319 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 66,491
Change-66,491 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 61,587
Change-61,587 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 59,679
Change-59,679 (-100%)
Value—
Stephens Inc
N/A
Shares— from 58,343
Change-58,343 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 53,612
Change-53,612 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 53,207
Change-53,207 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 50,750
Change-50,750 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 49,402
Change-49,402 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 45,381
Change-45,381 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 45,218
Change-45,218 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 41,300
Change-41,300 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 31,806
Change-31,806 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 31,261
Change-31,261 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,453
Change-28,453 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,024
Change-26,024 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 24,963
Change-24,963 (-100%)
Value—
Betterment LLC
N/A
Shares— from 22,630
Change-22,630 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,218
Change-21,218 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 20,797
Change-20,797 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 20,335
Change-20,335 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,252
Change-20,252 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,059
Change-20,059 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 16,636
Change-16,636 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 16,546
Change-16,546 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 16,514
Change-16,514 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 15,262
Change-15,262 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,123
Change-14,123 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 13,887
Change-13,887 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,412
Change-12,412 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,410
Change-12,410 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 12,393
Change-12,393 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 11,909
Change-11,909 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,830
Change-11,830 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,114
Change-11,114 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,913
Change-10,913 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 10,248
Change-10,248 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,181
Change-10,181 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,959
Change-9,959 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 8,319
Change-8,319 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,191
Change-8,191 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 7,163
Change-7,163 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,544
Change-6,544 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 247
Change-247 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 182
Change-182 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8
Change-8 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
LPL Financial LLC
INCREASED6,883,4346,411,057+472,377+7%$260.2M$278.0M+$17.8M2026-11-06
Commonwealth Equity Services, LLC
INCREASED4,887,0383,848,941+1,038,097+27%$156.2M$197.3M+$41.1M2026-11-02
Thrivent Financial for Lutherans
NEW2,438,785—+2,438,785——$98.5M—2026-11-05
Kestra Advisory Services, LLC
INCREASED1,887,6391,694,747+192,892+11%$68.8M$76.2M+$7.5M2026-11-02
Richard P Slaughter Associates Inc
DECREASED1,339,4881,417,443-77,955-5%$57.5M$54.1M-$3.4M2026-10-13
GW Henssler & Associates LTD
INCREASED1,235,2121,211,113+24,099+2%$49.1M$49.9M+$730.9K2026-10-26
KFG Wealth Management, LLC
INCREASED1,019,188947,794+71,394+8%$38.5M$41.2M+$2.7M2026-10-16
Lifelong Wealth Advisors, Inc.
DECREASED730,330736,675-6,345-1%$29.9M$29.5M-$403.6K2026-10-19
Kendall Capital Management
INCREASED679,438666,866+12,572+2%$27.1M$27.4M+$374.3K2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED641,618625,634+15,984+3%$25.4M$25.9M+$520.3K2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED611,650579,236+32,414+6%$23.5M$24.7M+$1.2M2026-10-15
Lynch & Associates
INCREASED524,558101,115+423,443+419%$4.1M$21.2M+$17.1M2026-10-13
Bank of New York Mellon Corp
INCREASED506,263383,709+122,554+32%$15.6M$20.4M+$4.9M2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED472,707446,041+26,666+6%$18.1M$19.1M+$987.5K2026-10-29
Mayfair Advisory Group, LLC
INCREASED452,892430,650+22,242+5%$17.5M$18.3M+$816.3K2026-10-20
Merit Financial Group, LLC
INCREASED452,866435,269+17,597+4%$17.7M$18.3M+$623.5K2026-11-06
Walkner Condon Financial Advisors LLC
NEW449,913—+449,913——$18.2M—2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED373,271374,896-1,6250%$15.2M$15.3M+$61.0K2026-11-05
Staley Capital Advisers Inc
INCREASED344,220313,865+30,355+10%$12.7M$13.9M+$1.2M2026-11-06
Valley National Advisers Inc
INCREASED338,407105,485+232,922+221%$4.3M$13.7M+$9.4M2026-10-23
Parkside Investments, LLC
DECREASED321,516333,931-12,415-4%$13.6M$13.0M-$568.1K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED320,934298,529+22,405+8%$12.1M$13.2M+$1.1M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED320,919493,299-172,380-35%$20.0M$13.0M-$7.1M2026-11-02
Serenity Investment Advisors
INCREASED308,707307,968+739+0%$13.0M$12.5M-$496.8K2026-10-30
Redhawk Wealth Advisors, Inc.
INCREASED294,064281,464+12,600+4%$11.4M$11.9M+$452.5K2026-10-14
Level Four Advisory Services, LLC
INCREASED259,393255,337+4,056+2%$10.4M$10.5M+$112.7K2026-11-06
Armor Investment Advisors, LLC
DECREASED238,508241,066-2,558-1%$9.8M$9.6M-$151.5K2026-10-27
Waterway Wealth Management, LLC
INCREASED231,077229,205+1,872+1%$8.4M$8.4M+$14.6K2026-10-28
Base Wealth Management LLC
INCREASED230,700225,308+5,392+2%$9.1M$9.3M+$172.7K2026-10-21
AdvisorNet Financial, Inc
INCREASED226,853206,776+20,077+10%$8.4M$9.3M+$905.5K2026-10-15
Strata Wealth Advisors, LLC
INCREASED226,635202,799+23,836+12%$8.2M$9.2M+$921.9K2026-10-16
Park Avenue Securities LLC
INCREASED219,814176,121+43,693+25%$7.1M$8.9M+$1.7M2026-10-26
Investment Advisory Services Inc
INCREASED214,127101,609+112,518+111%$4.1M$8.6M+$4.5M2026-10-27
MGO One Seven LLC
DECREASED202,381208,652-6,271-3%$8.5M$8.2M-$295.0K2026-10-28
TD Private Client Wealth LLC
INCREASED200,23792,938+107,299+115%$3.8M$8.1M+$4.3M2026-10-28
Broadway Wealth Solutions, Inc.
INCREASED198,622188,440+10,182+5%$7.6M$8.0M+$373.5K2026-10-21
Sound Portfolio Advisors, LLC
INCREASED160,054150,403+9,651+6%$6.1M$6.5M+$359.6K2026-11-05
First Heartland Consultants, Inc.
INCREASED153,547145,203+8,344+6%$5.9M$6.2M+$307.9K2026-10-08
Flynn Zito Capital Management, LLC
INCREASED148,455133,390+15,065+11%$5.4M$6.0M+$581.7K2026-11-04
Provident Wealth Management, LLC
DECREASED140,948195,648-54,700-28%$7.9M$5.7M-$2.2M2026-10-20
D.A. Davidson & Co.
INCREASED138,929132,196+6,733+5%$5.4M$5.6M+$245.4K2026-10-28
Verdence Capital Advisors LLC
NEW132,882—+132,882——$5.4M—2026-10-26
Kestra Private Wealth Services, LLC
INCREASED130,12392,557+37,566+41%$3.8M$5.3M+$1.5M2026-11-06
IAG Wealth Partners, LLC
DECREASED118,958121,125-2,167-2%$4.9M$4.8M-$111.7K2026-11-06
Allegheny Financial Group
INCREASED113,53814,589+98,949+678%$592.1K$4.6M+$4.0M2026-11-05
Fifth Third Bancorp
INCREASED110,04578,839+31,206+40%$3.2M$4.4M+$1.2M2026-11-05
Andrews Advisory Associates, LLC
INCREASED109,54495,034+14,510+15%$3.9M$4.4M+$566.9K2026-10-15
Greatmark Investment Partners, Inc.
INCREASED105,580105,130+450+0%$4.3M$4.3M-$2.9K2026-10-28
HB Wealth Management, LLC
INCREASED105,488103,823+1,665+2%$4.2M$4.3M+$46.4K2026-10-23
Independent Financial Group, LLC
INCREASED94,16184,867+9,294+11%$3.4M$3.8M+$358.3K2026-10-13
Creative Financial Designs Inc
INCREASED93,25258,332+34,920+60%$2.4M$3.8M+$1.4M2026-11-04
BG Investment Services, LLC
INCREASED90,75270,861+19,891+28%$2.9M$3.7M+$788.2K2026-10-23
PFG Advisors
DECREASED90,064103,348-13,284-13%$4.2M$3.6M-$557.1K2026-10-16
FMA Wealth Management, LLC
INCREASED88,14287,461+681+1%$3.5M$3.6M+$10.0K2026-10-21
Clearwave Capital, LLC
INCREASED87,90474,620+13,284+18%$3.0M$3.5M+$521.5K2026-10-27
Cornerstone Wealth, LLC
DECREASED83,66083,929-2690%$3.4M$3.5M+$63.6K2026-10-28
Summit Wealth Group LLC / Co
DECREASED81,36382,725-1,362-2%$3.4M$3.3M-$71.6K2026-10-29
Cornell Pochily Investment Advisors, Inc.
INCREASED81,36278,944+2,418+3%$3.2M$3.3M+$81.8K2026-10-19
Uptick Partners, LLC
INCREASED76,98968,290+8,699+13%$2.8M$3.1M+$337.6K2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED75,46922,635+52,834+233%$918.5K$3.0M+$2.1M2026-10-16
Genesis Private Wealth, LLC
INCREASED69,12254,857+14,265+26%$2.2M$2.8M+$565.1K2026-11-02
Farther Finance Advisors, LLC
INCREASED65,23964,261+978+2%$2.6M$2.6M+$26.7K2026-10-08
Cassilly Financial Group LLC
INCREASED65,16562,685+2,480+4%$2.5M$2.6M+$87.6K2026-10-07
Wealthcare Advisory Partners LLC
INCREASED61,02455,911+5,113+9%$2.3M$2.5M+$195.3K2026-10-21
LongView Wealth Management
DECREASED59,89162,366-2,475-4%$2.5M$2.4M-$112.4K2026-10-19
PNC Financial Services Group, Inc.
INCREASED56,23535,640+20,595+58%$1.4M$2.3M+$824.5K2026-11-06
Worth Asset Management, LLC
INCREASED55,28436,508+18,776+51%$1.5M$2.2M+$750.8K2026-10-07
Holland Advisory Services, Inc.
NEW52,082—+52,082——$2.1M—2026-10-26
CRA Financial Services, LLC
INCREASED50,42942,248+8,181+19%$1.7M$2.0M+$321.9K2026-10-16
Certified Advisory Corp
INCREASED46,88341,581+5,302+13%$1.7M$1.9M+$206.7K2026-10-29
Noble Wealth Management PBC
INCREASED45,36340,724+4,639+11%$1.7M$1.8M+$179.2K2026-10-01
OmniStar Financial Group, Inc.
DECREASED44,88648,336-3,450-7%$2.0M$1.8M-$149.0K2026-10-26
Harbor Asset Planning, Inc.
INCREASED42,09939,110+2,989+8%$1.6M$1.7M+$112.8K2026-10-23
First American Bank
INCREASED40,74534,265+6,480+19%$1.4M$1.6M+$254.8K2026-10-27
Townsend Financial Planning, LLC
INCREASED40,01030,871+9,139+30%$1.3M$1.6M+$362.9K2026-11-02
StoneX Group Inc.
INCREASED39,75739,536+221+1%$1.6M$1.6M+$1.4K2026-11-03
Mcrae Capital Management Inc
INCREASED38,97937,108+1,871+5%$1.5M$1.6M+$68.1K2026-10-15
FCG Investment Co
INCREASED38,00836,236+1,772+5%$1.5M$1.5M+$64.3K2026-10-13
Fifth Third Securities, Inc.
DECREASED37,52638,475-949-2%$1.6M$1.5M-$46.0K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED35,09433,760+1,334+4%$1.4M$1.4M+$47.1K2026-11-04
Creative Planning
INCREASED33,47126,711+6,760+25%$1.1M$1.4M+$267.6K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED33,09826,339+6,759+26%$1.1M$1.3M+$267.7K2026-10-26
Harbor Investment Advisory, LLC
INCREASED30,95425,384+5,570+22%$1.0M$1.2M+$219.8K2026-10-13
Evergreen Private Wealth LLC
INCREASED30,10527,945+2,160+8%$1.1M$1.2M+$81.6K2026-10-30
Indivisible Partners
INCREASED28,94810,158+18,790+185%$412.2K$1.2M+$756.7K2026-10-26
Sovran Advisors, LLC
INCREASED27,56926,125+1,444+6%$1.1M$1.2M+$84.6K2026-11-02
Golden State Wealth Management, LLC
INCREASED25,02321,055+3,968+19%$854.4K$1.0M+$156.0K2026-11-02
Patten Group, Inc.
INCREASED24,04717,452+6,595+38%$708.2K$971.0K+$262.8K2026-10-26
IFP Advisors, Inc
INCREASED23,47123,423+48+0%$950.5K$947.8K-$2.7K2026-10-16
SFG Wealth Management, Llc.
INCREASED22,51621,219+1,297+6%$861.1K$909.2K+$48.1K2026-10-23
Mission Financial Group, LLC
INCREASED21,82621,793+33+0%$884.4K$881.3K-$3.0K2026-10-21
Geneva Partners, LLC
DECREASED21,26021,357-970%$866.7K$858.5K-$8.2K2026-10-26
Tenet Wealth Partners, LLC
INCREASED21,09920,394+705+3%$833.7K$852.0K+$18.3K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED20,13915,475+4,664+30%$628.0K$813.2K+$185.2K2026-10-23
Sowa Financial Group, Inc.
INCREASED20,09918,562+1,537+8%$753.0K$812.0K+$59.0K2026-10-26
Dynamic Financial Group
INCREASED19,6038,959+10,644+119%$363.6K$791.6K+$428.0K2026-10-28
Vontobel Holding Ltd.
UNCHANGED19,20419,20400%$779.3K$775.5K-$3.8K2026-10-16
Snider Financial Group
DECREASED19,15324,071-4,918-20%$976.8K$773.4K-$203.4K2026-10-16
Carnegie Investment Counsel
NEW18,833—+18,833——$760.5K—2026-10-20
Truist Financial Corp
INCREASED18,81617,936+880+5%$727.8K$759.8K+$32.0K2026-10-30
Heritage Wealth Management, Inc.
INCREASED18,73414,404+4,330+30%$584.5K$756.5K+$172.0K2026-10-28
Demars Financial Group, LLC
INCREASED16,18916,146+43+0%$655.2K$653.7K-$1.5K2026-10-22
Savant Capital, LLC
INCREASED16,11216,110+2+0%$653.8K$650.6K-$3.2K2026-11-06
Goelzer Investment Management, Inc.
NEW15,890—+15,890——$641.6K—2026-10-16
InTrack Investment Management Inc
DECREASED15,73633,205-17,469-53%$1.3M$635.4K-$712.1K2026-10-15
Koshinski Asset Management, Inc.
UNCHANGED15,69815,69800%$637.0K$633.9K-$3.1K2026-10-29
Parsons Capital Management Inc
DECREASED15,26723,428-8,161-35%$950.7K$616.5K-$334.2K2026-10-28
Oppenheimer & Co Inc
INCREASED15,19413,664+1,530+11%$554.5K$613.5K+$59.0K2026-10-26
MV Capital Management, Inc.
NEW13,677—+13,677——$552.3K—2026-10-29
Woodard & Co Asset Management Group Inc
DECREASED12,80512,951-146-1%$525.5K$517.1K-$8.5K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED12,63212,551+81+1%$508.3K$510.1K+$1.7K2026-10-13
Titleist Asset Management, LLC
NEW12,622—+12,622——$509.7K—2026-10-08
Brighton Jones LLC
INCREASED12,58611,091+1,495+13%$450.1K$508.2K+$58.1K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED12,52411,826+698+6%$479.9K$505.7K+$25.8K2026-11-05
Breakwater Capital Group
DECREASED11,95011,987-370%$486.4K$482.5K-$3.9K2026-10-09
Traynor Capital Management, Inc.
INCREASED11,9269,553+2,373+25%$387.7K$481.6K+$93.9K2026-10-29
Advisory Resource Group
NEW11,669—+11,669——$471.2K—2026-10-26
First Command Advisory Services, Inc.
INCREASED11,5383,660+7,878+215%$148.5K$465.9K+$317.4K2026-11-05
Vise Technologies, Inc.
INCREASED10,8916,177+4,714+76%$250.7K$439.8K+$189.1K2026-10-29
Benin Management Corp
UNCHANGED10,03310,03300%$407.1K$405.1K-$2.0K2026-10-22
TrueWealth Advisors, LLC
INCREASED9,8958,936+959+11%$362.6K$399.6K+$37.0K2026-10-09
HBW Advisory Services LLC
DECREASED9,89011,033-1,143-10%$447.7K$399.4K-$48.4K2026-10-15
Fisher Asset Management, LLC
NEW9,873—+9,873——$398.7K—2026-11-06
Dynamic Advisor Solutions LLC
INCREASED9,5518,429+1,122+13%$342.1K$385.7K+$43.6K2026-10-13
Copper Harbor Investment Advisors, LLC
NEW8,814—+8,814——$355.9K—2026-10-16
Wedbush Securities Inc
NEW8,750—+8,750——$353.0K—2026-10-22
Henderson Brothers Financial Partners, LLC
NEW8,353—+8,353——$337.3K—2026-11-03
Clear Investment Research, LLC
DECREASED8,3018,478-177-2%$344.0K$335.2K-$8.8K2026-11-06
Clearstead Advisors, LLC
INCREASED8,0398,037+2+0%$326.1K$324.6K-$1.5K2026-11-06
Piscataqua Savings Bank
UNCHANGED8,0008,00000%$324.6K$323.0K-$1.5K2026-10-21
Herbst Group, LLC
UNCHANGED8,0008,00000%$324.6K$323.0K-$1.6K2026-10-20
Sigma Planning Corp
INCREASED7,5786,803+775+11%$276.1K$306.0K+$29.9K2026-10-23
KWB Wealth
UNCHANGED7,4807,48000%$303.6K$302.1K-$1.5K2026-10-16
Williams & Novak Wealth Management, LLC
DECREASED7,4767,834-358-5%$317.9K$301.9K-$16.0K2026-10-09
US Bancorp \de\
INCREASED7,4736,334+1,139+18%$257.0K$301.8K+$44.7K2026-11-05
RF&L Wealth Management, LLC
NEW7,291—+7,291——$294.4K—2026-10-20
Fulton Bank, N.A.
UNCHANGED6,5006,50000%$263.8K$262.5K-$1.3K2026-10-14
Atria Investments, Inc
DECREASED6,1436,382-239-4%$259.0K$248.1K-$10.9K2026-10-15
RAM Investment Partners, LLC
INCREASED5,9945,977+17+0%$242.5K$242.0K-$5142026-10-21
ARK & TLK Investments, LLC
INCREASED5,8935,876+17+0%$238.5K$238.0K-$5042026-10-20
Benchmark Financial, LLC
UNCHANGED5,7265,72600%$232.4K$231.2K-$1.1K2026-10-16
Lido Advisors, LLC
NEW5,628—+5,628——$227.3K—2026-11-04
Fermata Advisors, LLC
DECREASED5,47210,648-5,176-49%$432.1K$220.9K-$211.2K2026-10-13
National Wealth Management Group, LLC
NEW5,195—+5,195——$209.8K—2026-10-26
Financial Management Network Inc
NEW5,168—+5,168——$211.8K—2026-10-09
Wesbanco Bank Inc
NEW5,123—+5,123——$206.9K—2026-11-04
Warner Financial, Inc
NEW5,105—+5,105——$206.2K—2026-11-06
Processus Wealth & Capital Management, LLC
NEW5,052—+5,052——$204.0K—2026-10-16
Galvin, Gaustad & Stein, LLC
INCREASED5,0275,013+14+0%$203.4K$203.0K-$4312026-10-08
Pinnacle Associates LTD
INCREASED4,9784,964+14+0%$201.4K$201.0K-$4262026-10-20
Byrne Asset Management LLC
UNCHANGED4,3254,32500%$175.5K$176.0K+$5192026-10-06
Latitude Advisors, LLC
NEW4,247—+4,247——$171.5K—2026-10-27
Root Financial Partners, LLC
NEW3,878—+3,878——$156.6K—2026-10-21
Holos Integrated Wealth LLC
UNCHANGED3,3963,39600%$137.1K$139.4K+$2.2K2026-10-23
JFS Wealth Advisors, LLC
INCREASED2,8512,843+8+0%$115.4K$115.1K-$2442026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,6602,66000%$107.9K$107.4K-$5322026-10-20
Financial Perspectives, Inc
UNCHANGED2,4132,41300%$97.9K$97.4K-$4832026-11-03
Private Trust Co NA
DECREASED1,9352,342-407-17%$95.0K$78.1K-$16.9K2026-10-20
Parallel Advisors, LLC
INCREASED1,9201,000+920+92%$40.6K$77.5K+$37.0K2026-11-03
CoreCap Advisors, LLC
DECREASED1,9021,903-10%$77.2K$76.8K-$3812026-10-08
Glass Jacobson Investment Advisors llc
DECREASED1,7701,874-104-6%$76.0K$71.5K-$4.6K2026-10-26
Stone House Investment Management, LLC
INCREASED1,5441,540+4+0%$62.5K$62.4K-$1322026-10-23
Nova Financial LLC
NEW1,514—+1,514——$61.1K—2026-11-04
Allworth Financial LP
UNCHANGED1,2461,24600%$50.6K$50.6K$02026-11-06
Financial Freedom, LLC
NEW1,223—+1,223——$49.4K—2026-11-06
Wilmington Savings Fund Society, FSB
NEW1,216—+1,216——$49.1K—2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED1,101823+278+34%$33.4K$44.5K+$11.1K2026-10-16
MidAtlantic Capital Management, Inc.
NEW1,047—+1,047——$42.3K—2026-11-05
Assetmark, Inc
INCREASED961213+748+351%$8.6K$38.8K+$30.2K2026-10-21
Asset Dedication, LLC
UNCHANGED90890800%$36.9K$36.7K-$1822026-11-03
Russell Investments Group, Ltd.
INCREASED733526+207+39%$21.3K$29.6K+$8.2K2026-11-06
Creative Capital Management Investments LLC
UNCHANGED71171100%$28.9K$28.7K-$1422026-10-28
CX Institutional
UNCHANGED64264200%$26$26$02026-10-02
Blue Trust, Inc.
NEW493—+493——$19.9K—2026-10-15
Richards, Merrill & Peterson, Inc.
NEW457—+457——$18.5K—2026-10-19
CKW Financial Group
UNCHANGED31631600%$13$13$02026-10-29
Central Trust Co
NEW300—+300——$12.1K—2026-11-05
Concord Wealth Partners
INCREASED284283+1+0%$11.5K$11.5K-$432026-11-02
Highline Wealth Partners LLC
UNCHANGED24524500%$9.9K$9.9K-$492026-10-19
Cape Investment Advisory, Inc.
UNCHANGED21921900%$8.9K$8.8K-$442026-10-13
Jacobi Capital Management LLC
NEW200—+200——$8.1K—2026-11-05
Avion Wealth
INCREASED9796+1+1%$3$3$02026-11-04
Entrust Financial LLC
NEW86—+86——$3.5K—2026-11-04
TD Waterhouse Canada Inc.
NEW73—+73——$3.0K—2026-10-16
Buck Wealth Strategies, LLC
NEW61—+61——$2.5K—2026-10-28
Trust Co
UNCHANGED545400%$2.2K$2.2K-$112026-10-09
Rossby Financial, LCC
NEW21—+21——$848—2026-11-05
Horizons Wealth Management
NEW15—+15——$606—2026-10-05
Mainstream Capital Management LLC
NEW4—+4——$162—2026-10-23
TBH Global Asset Management, LLC
CLOSED039,916-39,916-100%$1.6M$0-$1.6M2026-11-03
1900 Wealth Management LLC
CLOSED08,307-8,307-100%$337.1K$0-$337.1K2026-10-13
XML Financial, LLC
CLOSED06,495-6,495-100%$263.6K$0-$263.6K2026-10-29
Prospera Financial Services Inc
CLOSED06,289-6,289-100%$255.3K$0-$255.3K2026-11-04
Cohen Investment Advisors LLC
CLOSED04,997-4,997-100%$202.8K$0-$202.8K2026-10-20
NBT Bank, N.A.
CLOSED01,491-1,491-100%$60.5K$0-$60.5K2026-10-21
LifeSteps Financial, Inc.
CLOSED01,476-1,476-100%$59.9K$0-$59.9K2026-10-15
Cornerstone Planning Group LLC
CLOSED01,103-1,103-100%$44.7K$0-$44.7K2026-10-16
Cullen T Bankers, Inc.
CLOSED0720-720-100%$29.2K$0-$29.2K2026-10-28
TFC Financial Management, Inc.
CLOSED0435-435-100%$17.7K$0-$17.7K2026-10-26
Elevated Capital Advisors, LLC
CLOSED0244-244-100%$9.9K$0-$9.9K2026-11-04
Wells Fargo & Company
N/A—24,055,138-24,055,138-100%$976.2M———
Northwestern Mutual Wealth Management Co
N/A—13,272,880-13,272,880-100%$538.6M———
Ameriprise Financial Inc
N/A—12,567,707-12,567,707-100%$509.9M———
FMR LLC
N/A—10,273,201-10,273,201-100%$416.9M———
Raymond James Financial Inc
N/A—3,835,022-3,835,022-100%$155.6M———
Advance Capital Management, Inc.
N/A—3,252,118-3,252,118-100%$132.0M———
Huntington National Bank
N/A—3,033,026-3,033,026-100%$123.1M———
Cetera Investment Advisers
N/A—2,938,701-2,938,701-100%$119.3M———
Citadel Advisors LLC
N/A—2,926,269-2,926,269-100%$118.7M———
Osaic Holdings, Inc.
N/A—2,682,006-2,682,006-100%$108.9M———
Envestnet Asset Management Inc
N/A—1,983,161-1,983,161-100%$80.5M———
Morgan Stanley
N/A—1,882,695-1,882,695-100%$76.4M———
Capital Analysts, LLC
N/A—1,862,959-1,862,959-100%$75.6M———
Royal Bank of Canada
N/A—1,300,223-1,300,223-100%$52.8M———
Madison Wealth Partners, Inc
N/A—1,298,333-1,298,333-100%$52.7M———
MML Investors Services, LLC
N/A—1,083,146-1,083,146-100%$44.0M———
McNamara Financial Services, Inc.
N/A—773,260-773,260-100%$31.4M———
Bank of America Corp
N/A—740,187-740,187-100%$30.0M———
UBS Group AG
N/A—662,335-662,335-100%$26.9M———
Equitable Holdings, Inc.
N/A—577,180-577,180-100%$23.4M———
Retirement Management Systems Inc.
N/A—562,734-562,734-100%$22.8M———
Duncan Williams Asset Management, LLC
N/A—533,933-533,933-100%$21.7M———
Tyche Wealth Partners LLC
N/A—532,786-532,786-100%$21.6M———
Two Sigma Investments, LP
N/A—499,800-499,800-100%$20.3M———
HighTower Advisors, LLC
N/A—405,636-405,636-100%$16.5M———
Baird Financial Group, Inc.
N/A—387,191-387,191-100%$15.7M———
JPMorgan Chase & Co
N/A—296,461-296,461-100%$12.0M———
Private Advisor Group, LLC
N/A—272,921-272,921-100%$11.1M———
Prosperity Consulting Group, LLC
N/A—256,762-256,762-100%$10.4M———
&partners
N/A—224,605-224,605-100%$9.1M———
Stifel Financial Corp
N/A—203,465-203,465-100%$8.3M———
Pathstone Holdings, LLC
N/A—199,337-199,337-100%$8.1M———
Aspen Wealth Strategies, LLC
N/A—196,721-196,721-100%$8.0M———
Barnes Pettey Financial Advisors, LLC
N/A—132,122-132,122-100%$5.4M———
Mutual Advisors, LLC
N/A—114,544-114,544-100%$4.6M———
Founders Financial Alliance, LLC
N/A—105,643-105,643-100%$4.3M———
Susquehanna International Group, LLP
N/A—105,548-105,548-100%$4.3M———
NewEdge Advisors, LLC
N/A—98,480-98,480-100%$4.0M———
Jones Financial Companies Lllp
N/A—89,165-89,165-100%$3.6M———
Pinnacle Financial Partners, Inc.
N/A—86,876-86,876-100%$3.5M———
Tower Research Capital LLC (TRC)
N/A—78,649-78,649-100%$3.2M———
OneDigital Investment Advisors LLC
N/A—69,958-69,958-100%$2.8M———
IHT Wealth Management, LLC
N/A—68,826-68,826-100%$2.8M———
Great Valley Advisor Group, Inc.
N/A—67,319-67,319-100%$2.7M———
Centaurus Financial, Inc.
N/A—66,491-66,491-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—61,587-61,587-100%$2.5M———
IFG Advisory, LLC
N/A—59,679-59,679-100%$2.4M———
Stephens Inc
N/A—58,343-58,343-100%$2.4M———
GWN Securities Inc.
N/A—53,612-53,612-100%$2.2M———
Integrated Wealth Concepts LLC
N/A—53,207-53,207-100%$2.2M———
Hancock Whitney Corp
N/A—50,750-50,750-100%$2.1M———
Arkadios Wealth Advisors
N/A—49,402-49,402-100%$2.0M———
Janney Montgomery Scott LLC
N/A—45,381-45,381-100%$1.8M———
NorthRock Partners, LLC
N/A—45,218-45,218-100%$1.8M———
Essex Financial Services, Inc.
N/A—41,300-41,300-100%$1.7M———
Principal Securities, Inc.
N/A—31,806-31,806-100%$1.3M———
AQR Capital Management LLC
N/A—31,261-31,261-100%$1.3M———
Savvy Advisors, Inc.
N/A—28,453-28,453-100%$1.2M———
Regal Investment Advisors LLC
N/A—26,024-26,024-100%$1.1M———
Dakota Wealth Management
N/A—24,963-24,963-100%$1.0M———
Betterment LLC
N/A—22,630-22,630-100%$918.0K———
Nwam LLC
N/A—21,218-21,218-100%$861.0K———
Aptus Capital Advisors, LLC
N/A—20,797-20,797-100%$843.9K———
Element Wealth, LLC
N/A—20,335-20,335-100%$825.2K———
Harbour Investments, Inc.
N/A—20,252-20,252-100%$821.8K———
Stratos Wealth Partners, Ltd.
N/A—20,059-20,059-100%$814.0K———
Mosaic Financial Group, LLC
N/A—16,636-16,636-100%$675.0K———
Twin Focus Capital Partners, LLC
N/A—16,546-16,546-100%$671.5K———
1015 Capital Partners, LLC
N/A—16,514-16,514-100%$670.1K———
Delta Investment Management, LLC
N/A—15,262-15,262-100%$619.3K———
Natixis Advisors, LLC
N/A—14,123-14,123-100%$573.0K———
Renaissance Technologies LLC
N/A—13,900-13,900-100%$564.1K———
Qube Research & Technologies Ltd
N/A—13,887-13,887-100%$563.5K———
Rockefeller Capital Management L.P.
N/A—12,412-12,412-100%$503.7K———
Gladstone Institutional Advisory LLC
N/A—12,410-12,410-100%$503.6K———
Trexquant Investment LP
N/A—12,393-12,393-100%$502.9K———
Argent Trust Co
N/A—11,909-11,909-100%$483.3K———
Mariner, LLC
N/A—11,903-11,903-100%$483.0K———
Ameritas Advisory Services, LLC
N/A—11,830-11,830-100%$480.0K———
Benjamin Edwards Inc
N/A—11,114-11,114-100%$451.5K———
Smithfield Trust Co
N/A—11,000-11,000-100%$447.0K———
CreativeOne Wealth, LLC
N/A—10,913-10,913-100%$442.8K———
SEI Investments Co
N/A—10,248-10,248-100%$415.9K———
WCG Wealth Advisors LLC
N/A—10,181-10,181-100%$413.2K———
RWA Wealth Partners, LLC
N/A—9,959-9,959-100%$404.1K———
Thoroughbred Financial Services, LLC
N/A—9,943-9,943-100%$403.0K———
Mercer Global Advisors Inc
N/A—9,795-9,795-100%$397.5K———
Proficio Capital Partners LLC
N/A—8,875-8,875-100%$360.1K———
Global Retirement Partners, LLC
N/A—8,369-8,369-100%$339.6K———
Odyssey Group, LLC
N/A—8,319-8,319-100%$337.6K———
Modern Wealth Management, LLC
N/A—8,191-8,191-100%$332.4K———
Sequent Asset Management, LLC
N/A—7,711-7,711-100%$312.9K———
Waverly Advisors, LLC
N/A—7,608-7,608-100%$308.7K———
MTM Financial Group, LLC
N/A—7,163-7,163-100%$290.7K———
Transcend Capital Advisors, LLC
N/A—6,985-6,985-100%$283.5K———
Advisory Services Network, LLC
N/A—6,544-6,544-100%$265.5K———
Mayflower Financial Advisors, LLC
N/A—6,236-6,236-100%$253.1K———
MAI Capital Management
N/A—6,007-6,007-100%$243.8K———
Arax Advisory Partners
N/A—5,176-5,176-100%$210.0K———
Godfrey Financial Associates, Inc.
N/A—4,949-4,949-100%$200.8K———
EP Wealth Advisors, LLC
N/A—4,931-4,931-100%$200.1K———
Glenmede Trust Co NA
N/A—4,849-4,849-100%$196.8K———
Franklin Resources Inc
N/A—3,912-3,912-100%$158.7K———
Marshall Investment Management, LLC
N/A—2,421-2,421-100%$98.2K———
Geneos Wealth Management Inc.
N/A—2,362-2,362-100%$95.8K———
AE Wealth Management LLC
N/A—2,023-2,023-100%$82.1K———
HHM Wealth Advisors, LLC
N/A—1,724-1,724-100%$70.0K———
Anchor Investment Management, LLC
N/A—818-818-100%$33.2K———
CVA Family Office, LLC
N/A—658-658-100%$26.7K———
Continuum Advisory, LLC
N/A—482-482-100%$19.5K———
Mark Sheptoff Financial Planning, LLC
N/A—466-466-100%$18.9K———
Providence Capital Advisors, LLC
N/A—421-421-100%$17.1K———
Vanguard Advisers Inc
N/A—247-247-100%$10.0K———
Cornerstone Financial Management LLC
N/A—192-192-100%$7.8K———
Bank of Montreal
N/A—182-182-100%$7.4K———
Meramec Financial Planners, LLC
N/A—154-154-100%$6.3K———
Miller Capital Partners, Inc.
N/A—131-131-100%$5.3K———
Dogwood Wealth Management LLC
N/A—74-74-100%$3.0K———
LRI Investments, LLC
N/A—54-54-100%$2.2K———
HighMark Wealth Management LLC
N/A—14-14-100%$583———
Fiduciary Financial Advisors
N/A—8-8-100%$315———
Frazier Financial Advisors, LLC
N/A—7-7-100%$291———
Strategic Wealth Partners, Ltd.
N/A—6-6-100%$251———
Showing 323 of 323 institutions