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First Trust Nasdq 100 Tech I (QTEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares98,441 from 94,324
Change+4,117 (+4%)
Value$32.5M (+$889.6K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares90,863 from 95,019
Change-4,156 (-4%)
Value$30.0M (-$1.8M)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares83,066 from 83,527
Change-461 (-1%)
Value$27.4M (-$566.3K)
Filed 2026-10-06
Meitav Investment House LTD
DECREASED
Shares68,498 from 69,703
Change-1,205 (-2%)
Value$22.6M (-$743.4K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares67,806 from 66,336
Change+1,470 (+2%)
Value$22.4M (+$155.8K)
Filed 2026-11-02
Nilsine Partners, LLC
INCREASED
Shares64,307 from 60,647
Change+3,660 (+6%)
Value$21.2M (+$906.0K)
Filed 2026-11-02
Southland Equity Partners LLC
INCREASED
Shares60,689 from 60,558
Change+131 (+0%)
Value$20.0M (-$257.3K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares56,225 from 57,201
Change-976 (-2%)
Value$18.5M (-$605.6K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares36,347 from 37,899
Change-1,552 (-4%)
Value$12.0M (-$699.8K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares36,034 from 35,091
Change+943 (+3%)
Value$11.9M (+$136.9K)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED
Shares35,850 from 36,033
Change-183 (-1%)
Value$11.8M (-$239.1K)
Filed 2026-10-13
Mainsail Financial Group, LLC
DECREASED
Shares35,150 from 39,528
Change-4,378 (-11%)
Value$11.6M (-$1.6M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares25,981 from 43,425
Change-17,444 (-40%)
Value$8.6M (-$6.0M)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares22,268 from 14,899
Change+7,369 (+49%)
Value$7.3M (+$2.4M)
Filed 2026-10-26
Vaquero Private Wealth, LTD
INCREASED
Shares21,488 from 17,538
Change+3,950 (+23%)
Value$7.1M (+$1.2M)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares19,733 from 11,480
Change+8,253 (+72%)
Value$5.8M (+$1.9M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares19,258 from 20,940
Change-1,682 (-8%)
Value$6.3M (-$382.7K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares16,916 from 15,754
Change+1,162 (+7%)
Value$5.6M (+$304.9K)
Filed 2026-10-14
Journey Beyond Wealth, LLC
INCREASED
Shares16,171 from 15,551
Change+620 (+4%)
Value$5.3M (+$127.3K)
Filed 2026-11-04
Ayalon Insurance Comp Ltd.
INCREASED
Shares15,873 from 14,256
Change+1,617 (+11%)
Value$5.2M (+$5.2M)
Filed 2026-10-08
MTM Investment Management, LLC
DECREASED
Shares13,980 from 14,305
Change-325 (-2%)
Value$4.6M (-$178.1K)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,652 from 13,644
Change+8 (+0%)
Value$4.5M (-$65.0K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares13,526 from 13,582
Change-56 (0%)
Value$4.5M (-$85.8K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares12,367 from 12,208
Change+159 (+1%)
Value$4.1M (-$8.1K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares11,877 from 12,169
Change-292 (-2%)
Value$3.9M (-$156.7K)
Filed 2026-10-15
D.A. Davidson & Co.
DECREASED
Shares11,701 from 12,171
Change-470 (-4%)
Value$3.9M (-$215.3K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares11,532 from 11,143
Change+389 (+3%)
Value$3.8M (+$73.0K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
INCREASED
Shares11,421 from 10,676
Change+745 (+7%)
Value$3.8M (+$193.0K)
Filed 2026-10-20
B&D White Capital Company, LLC
UNCHANGED
Shares11,149 from 11,149
Change0 (0%)
Value$3.7M (-$55.3K)
Filed 2026-11-02
TradeWell Securities, Llc.
INCREASED
Shares10,333 from 10,324
Change+9 (+0%)
Value$3.4M (-$48.3K)
Filed 2026-10-21
Nearside Advisors, LLC
NEW
Shares9,351
Change+9,351
Value$3.1M
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares9,282 from 600
Change+8,682 (+1447%)
Value$3.1M (+$2.9M)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares8,712 from 6,561
Change+2,151 (+33%)
Value$2.9M (+$676.7K)
Filed 2026-10-23
Santori & Peters, Inc.
DECREASED
Shares8,634 from 9,435
Change-801 (-8%)
Value$2.8M (-$310.9K)
Filed 2026-10-26
Financial Partners Group, Inc
UNCHANGED
Shares8,562 from 8,562
Change0 (0%)
Value$2.8M (-$42.5K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares8,311 from 8,289
Change+22 (+0%)
Value$2.7M (-$34.0K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares8,165 from 10,711
Change-2,546 (-24%)
Value$2.7M (-$892.6K)
Filed 2026-10-16
Midland Wealth Advisors, LLC
DECREASED
Shares7,936 from 8,562
Change-626 (-7%)
Value$2.6M (-$248.9K)
Filed 2026-10-26
Paragon Private Wealth Management, LLC
DECREASED
Shares7,922 from 8,110
Change-188 (-2%)
Value$2.6M (-$102.2K)
Filed 2026-10-20
Bank of New York Mellon Corp
DECREASED
Shares7,749 from 7,941
Change-192 (-2%)
Value$2.6M (-$102.6K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares7,517 from 7,333
Change+184 (+3%)
Value$2.5M (+$24.3K)
Filed 2026-11-03
Diversified Enterprises, LLC
UNCHANGED
Shares7,307 from 7,307
Change0 (0%)
Value$2.4M (-$36.2K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares6,979 from 6,420
Change+559 (+9%)
Value$2.3M (+$152.1K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares6,758 from 6,816
Change-58 (-1%)
Value$2.3M (+$32.2K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares6,077 from 7,099
Change-1,022 (-14%)
Value$2.0M (-$372.2K)
Filed 2026-10-16
Iams Wealth Management, LLC
DECREASED
Shares6,038 from 9,831
Change-3,793 (-39%)
Value$2.0M (-$1.3M)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares6,006 from 6,019
Change-13 (0%)
Value$1.8M (-$16.9K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,820 from 5,823
Change-3 (0%)
Value$1.9M (-$29.9K)
Filed 2026-10-23
Elser Financial Planning, Inc
UNCHANGED
Shares5,783 from 5,783
Change0 (0%)
Value$1.9M (-$28.7K)
Filed 2026-10-16
Jacobi Capital Management LLC
DECREASED
Shares5,740 from 5,915
Change-175 (-3%)
Value$1.9M (-$87.0K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares5,733 from 5,139
Change+594 (+12%)
Value$1.9M (+$170.4K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares5,314 from 5,210
Change+104 (+2%)
Value$1.8M (+$8.0K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares5,145 from 5,591
Change-446 (-8%)
Value$1.7M (-$177.6K)
Filed 2026-10-09
TruNorth Capital Management, LLC
UNCHANGED
Shares5,049 from 5,049
Change0 (0%)
Value$1.7M (-$25.0K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares5,028 from 5,028
Change0 (0%)
Value$1.7M (-$24.9K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares4,780 from 63,755
Change-58,975 (-92%)
Value$1.6M (-$19.8M)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
INCREASED
Shares4,777 from 4,673
Change+104 (+2%)
Value$1.5M (+$13.5K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares4,707 from 5,333
Change-626 (-12%)
Value$1.6M (-$232.9K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares4,296 from 4,296
Change0 (0%)
Value$1.4M (-$21.3K)
Filed 2026-11-03
Davis Investment Partners, LLC
DECREASED
Shares4,287 from 4,531
Change-244 (-5%)
Value$1.4M (-$102.9K)
Filed 2026-11-05
Sensible Money, LLC
UNCHANGED
Shares4,266 from 4,266
Change0 (0%)
Value$1.4M (-$21.2K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares4,063 from 4,169
Change-106 (-3%)
Value$1.3M (-$55.6K)
Filed 2026-10-30
Trust Co of Oklahoma
UNCHANGED
Shares3,869 from 3,869
Change0 (0%)
Value$1.3M (-$19.2K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
DECREASED
Shares3,792 from 3,799
Change-7 (0%)
Value$1.3M (-$21.2K)
Filed 2026-10-21
Eagle Wealth Advisors LLC
DECREASED
Shares3,714 from 3,753
Change-39 (-1%)
Value$1.2M (-$31.5K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,618 from 3,568
Change+50 (+1%)
Value$1.2M (-$1.2K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED
Shares3,600 from 3,633
Change-33 (-1%)
Value$1.2M (+$1.2K)
Filed 2026-10-13
Peterson Wealth Advisors, LLC
INCREASED
Shares3,556 from 2,761
Change+795 (+29%)
Value$1.2M (+$248.4K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares3,553 from 3,518
Change+35 (+1%)
Value$1.2M (-$5.9K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares3,501 from 3,262
Change+239 (+7%)
Value$1.2M (+$62.6K)
Filed 2026-11-03
Decker Wealth Management LLC
UNCHANGED
Shares3,381 from 3,381
Change0 (0%)
Value$1.1M (-$16.8K)
Filed 2026-10-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$1.1M (-$16.0K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW
Shares3,143
Change+3,143
Value$1.0M
Filed 2026-10-27
Keystone Wealth Services, LLC
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$1.0M (-$19.1K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED
Shares3,033 from 3,060
Change-27 (-1%)
Value$1.0M (-$24.1K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares3,030 from 2,880
Change+150 (+5%)
Value$999.1K (+$35.2K)
Filed 2026-10-28
Register Financial Advisors LLC
INCREASED
Shares3,005 from 2,980
Change+25 (+1%)
Value$990.9K (-$6.5K)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,915 from 2,461
Change+454 (+18%)
Value$961.2K (+$137.6K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
DECREASED
Shares2,807 from 2,951
Change-144 (-5%)
Value$955.2K (-$7.2K)
Filed 2026-10-09
PFG Advisors
DECREASED
Shares2,736 from 3,501
Change-765 (-22%)
Value$902.2K (-$269.6K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares2,625 from 2,425
Change+200 (+8%)
Value$865.5K (+$53.9K)
Filed 2026-11-04
Equitable Trust Co
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$857.3K (-$12.9K)
Filed 2026-10-13
Realta Investment Advisors
NEW
Shares2,572
Change+2,572
Value$848.1K
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,563 from 2,566
Change-3 (0%)
Value$845.0K (-$13.7K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares2,544 from 2,272
Change+272 (+12%)
Value$838.8K (+$78.4K)
Filed 2026-10-14
Welch & Forbes LLC
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$822.0K (-$12.4K)
Filed 2026-11-04
Diversify Wealth Management, LLC
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$782.0K (+$43.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$782.0K (+$43.5K)
Filed 2026-10-20
Eddie Patel Inc
DECREASED
Shares2,465 from 2,469
Change-4 (0%)
Value$812.8K (-$13.4K)
Filed 2026-11-02
WealthBridge Capital Management, LLC
INCREASED
Shares2,428 from 2,372
Change+56 (+2%)
Value$800.7K (+$6.7K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
INCREASED
Shares2,422 from 2,104
Change+318 (+15%)
Value$798.6K (+$94.4K)
Filed 2026-10-28
Novem Group
DECREASED
Shares2,267 from 2,506
Change-239 (-10%)
Value$747.6K (-$91.2K)
Filed 2026-10-19
Midwest Financial Network, LLC
DECREASED
Shares2,261 from 5,273
Change-3,012 (-57%)
Value$745.4K (-$1.0M)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
DECREASED
Shares2,222 from 2,235
Change-13 (-1%)
Value$732.7K (-$15.4K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares2,018 from 2,017
Change+1 (+0%)
Value$666 (-$9)
Filed 2026-10-02
CoreCap Advisors, LLC
DECREASED
Shares2,008 from 2,217
Change-209 (-9%)
Value$662.1K (-$79.9K)
Filed 2026-10-08
Cullen T Bankers, Inc.
INCREASED
Shares1,997 from 1,683
Change+314 (+19%)
Value$658.5K (+$95.2K)
Filed 2026-10-28
Accel Wealth Management
DECREASED
Shares1,943 from 1,959
Change-16 (-1%)
Value$640.6K (-$15.0K)
Filed 2026-10-13
Ridgeline Wealth Planning, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$638.7K (-$9.6K)
Filed 2026-10-29
TCP Asset Management, LLC
DECREASED
Shares1,918 from 1,920
Change-2 (0%)
Value$645.1K (+$2.5K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares1,891 from 83
Change+1,808 (+2178%)
Value$623.6K (+$595.8K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares1,885 from 1,892
Change-7 (0%)
Value$621.7K (-$11.7K)
Filed 2026-10-19
Blackston Financial Advisory Group, LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$599.9K (-$9.0K)
Filed 2026-11-04
Centerpoint Advisory Group
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$599.1K (-$9.0K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
INCREASED
Shares1,800 from 1,795
Change+5 (+0%)
Value$593.5K (-$7.3K)
Filed 2026-11-02
Royal Fund Management, LLC
DECREASED
Shares1,773 from 1,785
Change-12 (-1%)
Value$584.8K (-$12.8K)
Filed 2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$577.0K (-$8.7K)
Filed 2026-10-30
Balance Wealth Partners LLC
INCREASED
Shares1,701 from 1,653
Change+48 (+3%)
Value$560.9K (+$7.6K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares1,666 from 1,666
Change0 (0%)
Value$549.3K (-$8.3K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares1,620 from 1,705
Change-85 (-5%)
Value$534.2K (-$36.5K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares1,603 from 1,674
Change-71 (-4%)
Value$528.7K (-$31.5K)
Filed 2026-10-14
Old Port Advisors
DECREASED
Shares1,550 from 1,607
Change-57 (-4%)
Value$511.1K (-$26.8K)
Filed 2026-10-23
Asset Allocation Strategies LLC
DECREASED
Shares1,534 from 1,850
Change-316 (-17%)
Value$505.7K (-$113.6K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
NEW
Shares1,515
Change+1,515
Value$432.3K
Filed 2026-11-05
Belvedere Trading LLC
INCREASED
Shares1,481 from 1,282
Change+199 (+16%)
Value$488.3K (+$59.3K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$473.8K (-$7.1K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares1,429 from 1,416
Change+13 (+1%)
Value$471.2K (-$2.7K)
Filed 2026-10-08
HB Wealth Management, LLC
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$454.4K (-$6.8K)
Filed 2026-10-23
Acorn Financial Advisory Services Inc
DECREASED
Shares1,340 from 1,548
Change-208 (-13%)
Value$442.2K (-$75.9K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$427.2K (-$6.4K)
Filed 2026-11-03
Stone Wealth Partners
INCREASED
Shares1,282 from 641
Change+641 (+100%)
Value$422.0K (+$207.4K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares1,257 from 5,762
Change-4,505 (-78%)
Value$414.5K (-$1.5M)
Filed 2026-10-15
Catalyst Private Wealth, LLC
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$412.5K (-$6.2K)
Filed 2026-10-13
Fifth Third Bancorp
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$408.5K (-$6.1K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares1,202 from 952
Change+250 (+26%)
Value$396.4K (+$77.7K)
Filed 2026-10-29
Purus Wealth Management, LLC
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$386.9K (-$5.8K)
Filed 2026-10-15
Thrive Capital Management, LLC
DECREASED
Shares1,142 from 1,145
Change-3 (0%)
Value$376.7K (-$6.7K)
Filed 2026-10-28
jvl associates llc
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$359.4K (-$5.4K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,089 from 836
Change+253 (+30%)
Value$359.1K (+$79.3K)
Filed 2026-10-14
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$356.2K (-$5.4K)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares1,052 from 1,047
Change+5 (+0%)
Value$346.8K (-$3.5K)
Filed 2026-10-22
Able Financial Group, LLC
DECREASED
Shares1,048 from 1,218
Change-170 (-14%)
Value$345.6K (-$62.1K)
Filed 2026-10-14
Winthrop Advisory Group LLC
INCREASED
Shares1,028 from 690
Change+338 (+49%)
Value$339.0K (+$108.0K)
Filed 2026-10-22
Summa Corp.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$317.2K (+$30.0K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$316.5K (-$4.8K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$313.9K (-$4.7K)
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$313.2K (-$4.7K)
Filed 2026-10-21
Total Investment Management Inc
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$311.3K (+$29.5K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares923 from 914
Change+9 (+1%)
Value$304.3K (-$1.6K)
Filed 2026-11-03
Lake Street Private Wealth, LLC
DECREASED
Shares900 from 980
Change-80 (-8%)
Value$296.8K (-$31.2K)
Filed 2026-10-22
Flagstar Securities, Inc
INCREASED
Shares890 from 836
Change+54 (+6%)
Value$293.5K (+$13.7K)
Filed 2026-10-15
Sather Financial Group Inc
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$288.5K (-$4.3K)
Filed 2026-10-30
Vise Technologies, Inc.
DECREASED
Shares870 from 1,091
Change-221 (-20%)
Value$286.8K (-$78.3K)
Filed 2026-10-29
Genesee Capital Advisors, LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$286.6K (-$4.3K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares846 from 970
Change-124 (-13%)
Value$279.0K (-$45.7K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares841 from 825
Change+16 (+2%)
Value$277.4K (+$1.2K)
Filed 2026-10-30
Trueblood Wealth Management, LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$277.3K (-$4.2K)
Filed 2026-10-23
Baugh & Associates, LLC
DECREASED
Shares836 from 907
Change-71 (-8%)
Value$263.8K (-$39.8K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$268.1K (-$4.0K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$263.8K (-$4.0K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares796 from 911
Change-115 (-13%)
Value$262.5K (-$42.4K)
Filed 2026-10-26
Goldenstone Wealth Management LLC
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$261.9K (-$3.9K)
Filed 2026-11-04
NWF Advisory Services Inc.
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$260.5K (-$3.9K)
Filed 2026-10-19
Keybank National Association
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$259.8K (-$3.9K)
Filed 2026-11-04
Rhodes Investment Advisors Inc
INCREASED
Shares785 from 760
Change+25 (+3%)
Value$258.8K (+$4.5K)
Filed 2026-10-07
Sovran Advisors, LLC
DECREASED
Shares784 from 826
Change-42 (-5%)
Value$242.5K (+$1.9K)
Filed 2026-11-02
Choreo, LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$250.6K (-$3.8K)
Filed 2026-10-28
First Citizens Bank & Trust Co
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$248.9K (-$3.7K)
Filed 2026-10-14
Bison Wealth, LLC
NEW
Shares742
Change+742
Value$242.0K
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$240.7K (-$3.6K)
Filed 2026-10-19
Dagco, Inc.
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$231.5K (-$3.5K)
Filed 2026-10-20
NovaPoint Capital, LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$225.9K (-$3.4K)
Filed 2026-10-22
Fusion Capital, LLC
DECREASED
Shares643 from 670
Change-27 (-4%)
Value$212.1K (-$12.1K)
Filed 2026-10-28
Optivise Advisory Services LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$207.7K (-$3.1K)
Filed 2026-10-19
HUB Investment Partners, LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$206.2K (-$3.1K)
Filed 2026-11-03
Stonekeep Investments, LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$205.4K (+$205.2K)
Filed 2026-10-15
Sentry LLC
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$205.1K (-$3.1K)
Filed 2026-10-30
Nations Financial Group Inc,
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$204.1K (-$3.1K)
Filed 2026-11-05
Pinnacle Associates LTD
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$201.8K (-$3.0K)
Filed 2026-10-20
Todd Wealth Management, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$201.1K (-$3.0K)
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$154.3K (-$2.3K)
Filed 2026-11-02
Y.D. More Investments Ltd
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$148.4K (-$2.2K)
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$146.4K (-$2.2K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares360 from 358
Change+2 (+1%)
Value$118.7K (-$1.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares343 from 1,231
Change-888 (-72%)
Value$113.1K (-$298.9K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares339
Change+339
Value$111.8K
Filed 2026-10-27
Oakworth Capital, Inc.
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$84.4K (+$878)
Filed 2026-10-26
Trust Co of Vermont
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$75.8K (-$1.1K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares214 from 207
Change+7 (+3%)
Value$70.6K (+$1.3K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares210 from 204
Change+6 (+3%)
Value$69.2K (+$925)
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$66.9K (-$1.0K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares200 from 211
Change-11 (-5%)
Value$66.0K (-$4.6K)
Filed 2026-10-14
Central Trust Co
INCREASED
Shares195 from 182
Change+13 (+7%)
Value$64.3K (+$3.4K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares179 from 1,132
Change-953 (-84%)
Value$59.0K (-$319.9K)
Filed 2026-11-04
First Command Advisory Services, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$56.1K (-$843)
Filed 2026-11-05
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$50.6K (-$6.0K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares149 from 202
Change-53 (-26%)
Value$49.2K (-$18.5K)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares132 from 144
Change-12 (-8%)
Value$43.5K (-$4.7K)
Filed 2026-10-28
Centerpoint Advisors, LLC
INCREASED
Shares130 from 120
Change+10 (+8%)
Value$43.0K (+$3.0K)
Filed 2026-11-05
Montag A & Associates Inc
NEW
Shares121
Change+121
Value$39.9K
Filed 2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$39.2K (-$590)
Filed 2026-10-23
Hughes Financial Services, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$35.9K (-$2.9K)
Filed 2026-10-30
Atwood & Palmer Inc
DECREASED
Shares115 from 150
Change-35 (-23%)
Value$37.9K (-$12.3K)
Filed 2026-10-08
Reap Financial Group, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$35.9K (-$541)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares105 from 65
Change+40 (+62%)
Value$34.6K (+$12.9K)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$33.0K (-$496)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares91 from 104
Change-13 (-12%)
Value$30.0K (-$4.8K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$28.4K (-$426)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$23.4K (-$352)
Filed 2026-11-05
Byrne Asset Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$20.0K (-$61)
Filed 2026-10-06
Nfsg Corp
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$19.5K (-$293)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$19.1K (-$288)
Filed 2026-11-05
Davis Capital Management
DECREASED
Shares57 from 77
Change-20 (-26%)
Value$18.8K (-$7.0K)
Filed 2026-10-08
Horizon Financial Services, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$16.5K (-$248)
Filed 2026-11-04
Barrett & Company, Inc.
NEW
Shares45
Change+45
Value$14.8K
Filed 2026-10-22
Buck Wealth Strategies, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$13.2K (-$199)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$13.2K (-$199)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$11.5K (-$173)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
DECREASED
Shares33 from 34
Change-1 (-3%)
Value$10.9K (-$498)
Filed 2026-11-05
Private Wealth Management Group, LLC
NEW
Shares32
Change+32
Value$10.6K
Filed 2026-10-19
Caldwell Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.9K (-$149)
Filed 2026-10-30
Go Invest LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$9.7K (-$35)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$8.9K (-$134)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$8.8K (+$545)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$8.6K (-$129)
Filed 2026-10-06
First Financial Corp
NEW
Shares20
Change+20
Value$6.6K
Filed 2026-10-13
Key Capital Management, Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.6K (-$55)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.6K (-$40)
Filed 2026-10-05
POM Investment Strategies, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.3K (-$35)
Filed 2026-10-20
Gamma Investing LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.6K (-$24)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$660 (-$10)
Filed 2026-10-23
TriaGen Wealth Management LLC
CLOSED
Shares0 from 7,623
Change-7,623 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-14
Wagner Wealth Management, Corp
CLOSED
Shares0 from 6,287
Change-6,287 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-20
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 3,188
Change-3,188 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Englebert Financial Advisers, LLC
CLOSED
Shares0 from 2,214
Change-2,214 (-100%)
Value$0 (-$741.0K)
Filed 2026-10-20
Fifth Third Securities, Inc.
CLOSED
Shares0 from 1,747
Change-1,747 (-100%)
Value$0 (-$584.7K)
Filed 2026-10-21
Claro Advisors Inc.
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$582.4K)
Filed 2026-11-02
Apeiron RIA LLC
CLOSED
Shares0 from 785
Change-785 (-100%)
Value$0 (-$262.7K)
Filed 2026-10-08
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 755
Change-755 (-100%)
Value$0 (-$252.6K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$249.7K)
Filed 2026-10-05
Private Client Services, LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$237.6K)
Filed 2026-10-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-21
Raleigh Capital Management Inc.
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$197.8K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-15
First Trust Advisors LP
N/A
Shares— from 2,428,884
Change-2,428,884 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 706,281
Change-706,281 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 627,869
Change-627,869 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 580,089
Change-580,089 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 492,172
Change-492,172 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 299,927
Change-299,927 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 263,100
Change-263,100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 241,509
Change-241,509 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 190,625
Change-190,625 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 147,217
Change-147,217 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 133,613
Change-133,613 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 115,863
Change-115,863 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 105,880
Change-105,880 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 92,358
Change-92,358 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 87,942
Change-87,942 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 87,150
Change-87,150 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 77,980
Change-77,980 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 77,736
Change-77,736 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 57,766
Change-57,766 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 56,635
Change-56,635 (-100%)
Value—
&partners
N/A
Shares— from 55,183
Change-55,183 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 51,425
Change-51,425 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 48,007
Change-48,007 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 47,728
Change-47,728 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 46,714
Change-46,714 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 46,358
Change-46,358 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 40,642
Change-40,642 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,213
Change-34,213 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 31,849
Change-31,849 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 30,095
Change-30,095 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,121
Change-29,121 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 29,084
Change-29,084 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,070
Change-29,070 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 27,985
Change-27,985 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,258
Change-27,258 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,547
Change-26,547 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 25,421
Change-25,421 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,243
Change-23,243 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,525
Change-22,525 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,092
Change-22,092 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 21,701
Change-21,701 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 21,386
Change-21,386 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 20,632
Change-20,632 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 19,513
Change-19,513 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,473
Change-19,473 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,218
Change-19,218 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,933
Change-18,933 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 18,172
Change-18,172 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 17,926
Change-17,926 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,847
Change-17,847 (-100%)
Value—
Natixis
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,742
Change-16,742 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 16,426
Change-16,426 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 14,486
Change-14,486 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,676
Change-13,676 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,537
Change-13,537 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,467
Change-13,467 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,263
Change-13,263 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,081
Change-13,081 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 12,757
Change-12,757 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,421
Change-12,421 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,295
Change-12,295 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 11,888
Change-11,888 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 11,851
Change-11,851 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,352
Change-11,352 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 10,867
Change-10,867 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 10,493
Change-10,493 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 9,621
Change-9,621 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,387
Change-9,387 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,152
Change-9,152 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,948
Change-8,948 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 8,217
Change-8,217 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,113
Change-8,113 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 7,621
Change-7,621 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 7,514
Change-7,514 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,313
Change-7,313 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 7,260
Change-7,260 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,142
Change-7,142 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,629
Change-6,629 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 6,278
Change-6,278 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 948
Change-948 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 895
Change-895 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 891
Change-891 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 832
Change-832 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 815
Change-815 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Commerce Bank
N/A
Shares— from 753
Change-753 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 750
Change-750 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 701
Change-701 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 699
Change-699 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 623
Change-623 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 618
Change-618 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 597
Change-597 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 365
Change-365 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 211
Change-211 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 141
Change-141 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 89
Change-89 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 87
Change-87 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
10Elms LLP
N/A
Shares— from 70
Change-70 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 69
Change-69 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 52
Change-52 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Truist Financial Corp
INCREASED98,44194,324+4,117+4%$31.6M$32.5M+$889.6K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED90,86395,019-4,156-4%$31.8M$30.0M-$1.8M2026-11-02
RVW Wealth, LLC
DECREASED83,06683,527-461-1%$28.0M$27.4M-$566.3K2026-10-06
Meitav Investment House LTD
DECREASED68,49869,703-1,205-2%$23.3M$22.6M-$743.4K2026-10-28
Kestra Advisory Services, LLC
INCREASED67,80666,336+1,470+2%$22.2M$22.4M+$155.8K2026-11-02
Nilsine Partners, LLC
INCREASED64,30760,647+3,660+6%$20.3M$21.2M+$906.0K2026-11-02
Southland Equity Partners LLC
INCREASED60,68960,558+131+0%$20.3M$20.0M-$257.3K2026-10-14
Commonwealth Equity Services, LLC
DECREASED56,22557,201-976-2%$19.1M$18.5M-$605.6K2026-11-02
Creative Planning
DECREASED36,34737,899-1,552-4%$12.7M$12.0M-$699.8K2026-11-02
Assetmark, Inc
INCREASED36,03435,091+943+3%$11.7M$11.9M+$136.9K2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED35,85036,033-183-1%$12.1M$11.8M-$239.1K2026-10-13
Mainsail Financial Group, LLC
DECREASED35,15039,528-4,378-11%$13.2M$11.6M-$1.6M2026-10-23
Concurrent Investment Advisors, LLC
DECREASED25,98143,425-17,444-40%$14.5M$8.6M-$6.0M2026-10-16
Oppenheimer & Co Inc
INCREASED22,26814,899+7,369+49%$5.0M$7.3M+$2.4M2026-10-26
Vaquero Private Wealth, LTD
INCREASED21,48817,538+3,950+23%$5.9M$7.1M+$1.2M2026-10-27
Prospera Financial Services Inc
INCREASED19,73311,480+8,253+72%$3.8M$5.8M+$1.9M2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED19,25820,940-1,682-8%$6.7M$6.3M-$382.7K2026-10-13
Focus Financial Network, Inc.
INCREASED16,91615,754+1,162+7%$5.3M$5.6M+$304.9K2026-10-14
Journey Beyond Wealth, LLC
INCREASED16,17115,551+620+4%$5.2M$5.3M+$127.3K2026-11-04
Ayalon Insurance Comp Ltd.
INCREASED15,87314,256+1,617+11%$4.8K$5.2M+$5.2M2026-10-08
MTM Investment Management, LLC
DECREASED13,98014,305-325-2%$4.8M$4.6M-$178.1K2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED13,65213,644+8+0%$4.6M$4.5M-$65.0K2026-10-21
Sowell Financial Services LLC
DECREASED13,52613,582-560%$4.5M$4.5M-$85.8K2026-10-23
Independent Wealth Network Inc.
INCREASED12,36712,208+159+1%$4.1M$4.1M-$8.1K2026-10-19
Atria Investments, Inc
DECREASED11,87712,169-292-2%$4.1M$3.9M-$156.7K2026-10-15
D.A. Davidson & Co.
DECREASED11,70112,171-470-4%$4.1M$3.9M-$215.3K2026-10-28
Independent Financial Group, LLC
INCREASED11,53211,143+389+3%$3.7M$3.8M+$73.0K2026-10-13
Aurora Private Wealth, Inc.
INCREASED11,42110,676+745+7%$3.6M$3.8M+$193.0K2026-10-20
B&D White Capital Company, LLC
UNCHANGED11,14911,14900%$3.7M$3.7M-$55.3K2026-11-02
TradeWell Securities, Llc.
INCREASED10,33310,324+9+0%$3.5M$3.4M-$48.3K2026-10-21
Nearside Advisors, LLC
NEW9,351—+9,351——$3.1M—2026-10-20
Daymark Wealth Partners, LLC
INCREASED9,282600+8,682+1447%$200.8K$3.1M+$2.9M2026-11-04
Sigma Planning Corp
INCREASED8,7126,561+2,151+33%$2.2M$2.9M+$676.7K2026-10-23
Santori & Peters, Inc.
DECREASED8,6349,435-801-8%$3.2M$2.8M-$310.9K2026-10-26
Financial Partners Group, Inc
UNCHANGED8,5628,56200%$2.9M$2.8M-$42.5K2026-10-19
Wedbush Securities Inc
INCREASED8,3118,289+22+0%$2.8M$2.7M-$34.0K2026-10-22
IFP Advisors, Inc
DECREASED8,16510,711-2,546-24%$3.6M$2.7M-$892.6K2026-10-16
Midland Wealth Advisors, LLC
DECREASED7,9368,562-626-7%$2.9M$2.6M-$248.9K2026-10-26
Paragon Private Wealth Management, LLC
DECREASED7,9228,110-188-2%$2.7M$2.6M-$102.2K2026-10-20
Bank of New York Mellon Corp
DECREASED7,7497,941-192-2%$2.7M$2.6M-$102.6K2026-11-05
RFG Advisory, LLC
INCREASED7,5177,333+184+3%$2.5M$2.5M+$24.3K2026-11-03
Diversified Enterprises, LLC
UNCHANGED7,3077,30700%$2.4M$2.4M-$36.2K2026-10-19
Parallel Advisors, LLC
INCREASED6,9796,420+559+9%$2.1M$2.3M+$152.1K2026-11-03
International Assets Investment Management, LLC
DECREASED6,7586,816-58-1%$2.2M$2.3M+$32.2K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED6,0777,099-1,022-14%$2.4M$2.0M-$372.2K2026-10-16
Iams Wealth Management, LLC
DECREASED6,0389,831-3,793-39%$3.3M$2.0M-$1.3M2026-10-15
Chicago Partners Investment Group LLC
DECREASED6,0066,019-130%$1.8M$1.8M-$16.9K2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED5,8205,823-30%$1.9M$1.9M-$29.9K2026-10-23
Elser Financial Planning, Inc
UNCHANGED5,7835,78300%$1.9M$1.9M-$28.7K2026-10-16
Jacobi Capital Management LLC
DECREASED5,7405,915-175-3%$2.0M$1.9M-$87.0K2026-11-05
Apollon Wealth Management, LLC
INCREASED5,7335,139+594+12%$1.7M$1.9M+$170.4K2026-10-23
Park Avenue Securities LLC
INCREASED5,3145,210+104+2%$1.7M$1.8M+$8.0K2026-10-26
Sound Income Strategies, LLC
DECREASED5,1455,591-446-8%$1.9M$1.7M-$177.6K2026-10-09
TruNorth Capital Management, LLC
UNCHANGED5,0495,04900%$1.7M$1.7M-$25.0K2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED5,0285,02800%$1.7M$1.7M-$24.9K2026-10-16
Citigroup Inc
DECREASED4,78063,755-58,975-92%$21.3M$1.6M-$19.8M2026-11-04
Kraft, Davis & Associates, LLC
INCREASED4,7774,673+104+2%$1.5M$1.5M+$13.5K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED4,7075,333-626-12%$1.8M$1.6M-$232.9K2026-11-05
Asset Dedication, LLC
UNCHANGED4,2964,29600%$1.4M$1.4M-$21.3K2026-11-03
Davis Investment Partners, LLC
DECREASED4,2874,531-244-5%$1.5M$1.4M-$102.9K2026-11-05
Sensible Money, LLC
UNCHANGED4,2664,26600%$1.4M$1.4M-$21.2K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED4,0634,169-106-3%$1.4M$1.3M-$55.6K2026-10-30
Trust Co of Oklahoma
UNCHANGED3,8693,86900%$1.3M$1.3M-$19.2K2026-10-15
Wealthcare Advisory Partners LLC
DECREASED3,7923,799-70%$1.3M$1.3M-$21.2K2026-10-21
Eagle Wealth Advisors LLC
DECREASED3,7143,753-39-1%$1.3M$1.2M-$31.5K2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED3,6183,568+50+1%$1.2M$1.2M-$1.2K2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED3,6003,633-33-1%$1.2M$1.2M+$1.2K2026-10-13
Peterson Wealth Advisors, LLC
INCREASED3,5562,761+795+29%$924.1K$1.2M+$248.4K2026-10-08
US Bancorp \de\
INCREASED3,5533,518+35+1%$1.2M$1.2M-$5.9K2026-11-05
United Advisor Group, LLC
INCREASED3,5013,262+239+7%$1.1M$1.2M+$62.6K2026-11-03
Decker Wealth Management LLC
UNCHANGED3,3813,38100%$1.1M$1.1M-$16.8K2026-10-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED3,3003,30000%$1.1M$1.1M-$16.0K2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW3,143—+3,143——$1.0M—2026-10-27
Keystone Wealth Services, LLC
UNCHANGED3,0683,06800%$1.0M$1.0M-$19.1K2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED3,0333,060-27-1%$1.0M$1.0M-$24.1K2026-10-16
MGO One Seven LLC
INCREASED3,0302,880+150+5%$963.9K$999.1K+$35.2K2026-10-28
Register Financial Advisors LLC
INCREASED3,0052,980+25+1%$997.5K$990.9K-$6.5K2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED2,9152,461+454+18%$823.6K$961.2K+$137.6K2026-11-04
Castle Rock Wealth Management, LLC
DECREASED2,8072,951-144-5%$962.4K$955.2K-$7.2K2026-10-09
PFG Advisors
DECREASED2,7363,501-765-22%$1.2M$902.2K-$269.6K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED2,6252,425+200+8%$811.6K$865.5K+$53.9K2026-11-04
Equitable Trust Co
UNCHANGED2,6002,60000%$870.2K$857.3K-$12.9K2026-10-13
Realta Investment Advisors
NEW2,572—+2,572——$848.1K—2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED2,5632,566-30%$858.7K$845.0K-$13.7K2026-10-13
Davenport & Co LLC
INCREASED2,5442,272+272+12%$760.4K$838.8K+$78.4K2026-10-14
Welch & Forbes LLC
UNCHANGED2,4932,49300%$834.4K$822.0K-$12.4K2026-11-04
Diversify Wealth Management, LLC
UNCHANGED2,4902,49000%$738.5K$782.0K+$43.5K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED2,4902,49000%$738.5K$782.0K+$43.5K2026-10-20
Eddie Patel Inc
DECREASED2,4652,469-40%$826.2K$812.8K-$13.4K2026-11-02
WealthBridge Capital Management, LLC
INCREASED2,4282,372+56+2%$794.0K$800.7K+$6.7K2026-10-16
Clear Creek Financial Management, LLC
INCREASED2,4222,104+318+15%$704.2K$798.6K+$94.4K2026-10-28
Novem Group
DECREASED2,2672,506-239-10%$838.8K$747.6K-$91.2K2026-10-19
Midwest Financial Network, LLC
DECREASED2,2615,273-3,012-57%$1.8M$745.4K-$1.0M2026-10-13
BlueChip Wealth Advisors LLC
DECREASED2,2222,235-13-1%$748.0K$732.7K-$15.4K2026-11-03
CX Institutional
INCREASED2,0182,017+1+0%$675$666-$92026-10-02
CoreCap Advisors, LLC
DECREASED2,0082,217-209-9%$742.0K$662.1K-$79.9K2026-10-08
Cullen T Bankers, Inc.
INCREASED1,9971,683+314+19%$563.3K$658.5K+$95.2K2026-10-28
Accel Wealth Management
DECREASED1,9431,959-16-1%$655.6K$640.6K-$15.0K2026-10-13
Ridgeline Wealth Planning, LLC
UNCHANGED1,9371,93700%$648.3K$638.7K-$9.6K2026-10-29
TCP Asset Management, LLC
DECREASED1,9181,920-20%$642.6K$645.1K+$2.5K2026-10-14
Signature Equity Partners, LLC
INCREASED1,89183+1,808+2178%$27.8K$623.6K+$595.8K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED1,8851,892-70%$633.4K$621.7K-$11.7K2026-10-19
Blackston Financial Advisory Group, LLC
UNCHANGED1,8191,81900%$608.9K$599.9K-$9.0K2026-11-04
Centerpoint Advisory Group
UNCHANGED1,8171,81700%$608.1K$599.1K-$9.0K2026-10-23
Quadcap Wealth Management, LLC
INCREASED1,8001,795+5+0%$600.8K$593.5K-$7.3K2026-11-02
Royal Fund Management, LLC
DECREASED1,7731,785-12-1%$597.6K$584.8K-$12.8K2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED1,7501,75000%$585.7K$577.0K-$8.7K2026-10-30
Balance Wealth Partners LLC
INCREASED1,7011,653+48+3%$553.4K$560.9K+$7.6K2026-10-27
Laurel OAK Wealth Management, LLC
UNCHANGED1,6661,66600%$557.6K$549.3K-$8.3K2026-10-19
Avior Wealth Management, LLC
DECREASED1,6201,705-85-5%$570.6K$534.2K-$36.5K2026-10-13
Mather Group, Llc.
DECREASED1,6031,674-71-4%$560.2K$528.7K-$31.5K2026-10-14
Old Port Advisors
DECREASED1,5501,607-57-4%$537.8K$511.1K-$26.8K2026-10-23
Asset Allocation Strategies LLC
DECREASED1,5341,850-316-17%$619.2K$505.7K-$113.6K2026-10-20
Destiny Wealth Partners, LLC
NEW1,515—+1,515——$432.3K—2026-11-05
Belvedere Trading LLC
INCREASED1,4811,282+199+16%$429.1K$488.3K+$59.3K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED1,4371,43700%$481.0K$473.8K-$7.1K2026-10-13
First Heartland Consultants, Inc.
INCREASED1,4291,416+13+1%$473.9K$471.2K-$2.7K2026-10-08
HB Wealth Management, LLC
UNCHANGED1,3781,37800%$461.2K$454.4K-$6.8K2026-10-23
Acorn Financial Advisory Services Inc
DECREASED1,3401,548-208-13%$518.1K$442.2K-$75.9K2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED1,2961,29600%$433.6K$427.2K-$6.4K2026-11-03
Stone Wealth Partners
INCREASED1,282641+641+100%$214.6K$422.0K+$207.4K2026-11-05
HBW Advisory Services LLC
DECREASED1,2575,762-4,505-78%$1.9M$414.5K-$1.5M2026-10-15
Catalyst Private Wealth, LLC
UNCHANGED1,2511,25100%$418.7K$412.5K-$6.2K2026-10-13
Fifth Third Bancorp
UNCHANGED1,2391,23900%$414.7K$408.5K-$6.1K2026-11-05
Koshinski Asset Management, Inc.
INCREASED1,202952+250+26%$318.7K$396.4K+$77.7K2026-10-29
Purus Wealth Management, LLC
UNCHANGED1,1731,17300%$392.7K$386.9K-$5.8K2026-10-15
Thrive Capital Management, LLC
DECREASED1,1421,145-30%$383.3K$376.7K-$6.7K2026-10-28
jvl associates llc
UNCHANGED1,0901,09000%$364.8K$359.4K-$5.4K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,089836+253+30%$279.8K$359.1K+$79.3K2026-10-14
Morey & Quinn Wealth Partners, LLC
UNCHANGED1,0801,08000%$361.6K$356.2K-$5.4K2026-10-28
Brookstone Capital Management
INCREASED1,0521,047+5+0%$350.4K$346.8K-$3.5K2026-10-22
Able Financial Group, LLC
DECREASED1,0481,218-170-14%$407.7K$345.6K-$62.1K2026-10-14
Winthrop Advisory Group LLC
INCREASED1,028690+338+49%$230.9K$339.0K+$108.0K2026-10-22
Summa Corp.
UNCHANGED96296200%$287.2K$317.2K+$30.0K2026-10-30
Onyx Bridge Wealth Group LLC
UNCHANGED96096000%$321.3K$316.5K-$4.8K2026-10-16
Signaturefd, LLC
UNCHANGED95295200%$318.6K$313.9K-$4.7K2026-10-23
Sunrise Financial Services, LLC
UNCHANGED95095000%$318.0K$313.2K-$4.7K2026-10-21
Total Investment Management Inc
UNCHANGED94494400%$281.8K$311.3K+$29.5K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED923914+9+1%$305.9K$304.3K-$1.6K2026-11-03
Lake Street Private Wealth, LLC
DECREASED900980-80-8%$328.0K$296.8K-$31.2K2026-10-22
Flagstar Securities, Inc
INCREASED890836+54+6%$279.8K$293.5K+$13.7K2026-10-15
Sather Financial Group Inc
UNCHANGED87587500%$292.9K$288.5K-$4.3K2026-10-30
Vise Technologies, Inc.
DECREASED8701,091-221-20%$365.1K$286.8K-$78.3K2026-10-29
Genesee Capital Advisors, LLC
UNCHANGED86986900%$290.9K$286.6K-$4.3K2026-10-20
Integrity Alliance, Llc.
DECREASED846970-124-13%$324.7K$279.0K-$45.7K2026-10-29
Spire Wealth Management
INCREASED841825+16+2%$276.3K$277.4K+$1.2K2026-10-30
Trueblood Wealth Management, LLC
UNCHANGED84184100%$281.5K$277.3K-$4.2K2026-10-23
Baugh & Associates, LLC
DECREASED836907-71-8%$303.6K$263.8K-$39.8K2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED81381300%$272.1K$268.1K-$4.0K2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED80080000%$267.8K$263.8K-$4.0K2026-10-27
Lanark Financial, Inc.
DECREASED796911-115-13%$304.9K$262.5K-$42.4K2026-10-26
Goldenstone Wealth Management LLC
UNCHANGED79479400%$265.9K$261.9K-$3.9K2026-11-04
NWF Advisory Services Inc.
UNCHANGED79079000%$264.4K$260.5K-$3.9K2026-10-19
Keybank National Association
UNCHANGED78878800%$263.7K$259.8K-$3.9K2026-11-04
Rhodes Investment Advisors Inc
INCREASED785760+25+3%$254.4K$258.8K+$4.5K2026-10-07
Sovran Advisors, LLC
DECREASED784826-42-5%$240.6K$242.5K+$1.9K2026-11-02
Choreo, LLC
UNCHANGED76076000%$254.4K$250.6K-$3.8K2026-10-28
First Citizens Bank & Trust Co
UNCHANGED75575500%$252.7K$248.9K-$3.7K2026-10-14
Bison Wealth, LLC
NEW742—+742——$242.0K—2026-10-13
Key Client Fiduciary Advisors, LLC
UNCHANGED73073000%$244.3K$240.7K-$3.6K2026-10-19
Dagco, Inc.
UNCHANGED70270200%$235.0K$231.5K-$3.5K2026-10-20
NovaPoint Capital, LLC
UNCHANGED68568500%$229.3K$225.9K-$3.4K2026-10-22
Fusion Capital, LLC
DECREASED643670-27-4%$224.2K$212.1K-$12.1K2026-10-28
Optivise Advisory Services LLC
UNCHANGED63063000%$210.9K$207.7K-$3.1K2026-10-19
HUB Investment Partners, LLC
UNCHANGED62562500%$209.3K$206.2K-$3.1K2026-11-03
Stonekeep Investments, LLC
UNCHANGED62362300%$209$205.4K+$205.2K2026-10-15
Sentry LLC
UNCHANGED62262200%$208.2K$205.1K-$3.1K2026-10-30
Nations Financial Group Inc,
UNCHANGED61961900%$207.2K$204.1K-$3.1K2026-11-05
Pinnacle Associates LTD
UNCHANGED61261200%$204.8K$201.8K-$3.0K2026-10-20
Todd Wealth Management, LLC
UNCHANGED61061000%$204.2K$201.1K-$3.0K2026-10-19
Golden State Wealth Management, LLC
UNCHANGED46846800%$156.6K$154.3K-$2.3K2026-11-02
Y.D. More Investments Ltd
UNCHANGED45045000%$150.6K$148.4K-$2.2K2026-11-02
Trust Co of Toledo NA
UNCHANGED44444400%$148.6K$146.4K-$2.2K2026-10-16
Rossby Financial, LCC
INCREASED360358+2+1%$119.8K$118.7K-$1.1K2026-11-05
Farther Finance Advisors, LLC
DECREASED3431,231-888-72%$412.0K$113.1K-$298.9K2026-10-08
Latitude Advisors, LLC
NEW339—+339——$111.8K—2026-10-27
Oakworth Capital, Inc.
UNCHANGED25625600%$83.5K$84.4K+$8782026-10-26
Trust Co of Vermont
UNCHANGED23023000%$77.0K$75.8K-$1.1K2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED214207+7+3%$69.3K$70.6K+$1.3K2026-11-02
Compass Financial Management LLC
INCREASED210204+6+3%$68.3K$69.2K+$9252026-10-30
Ascentis Wealth Management, LLC
UNCHANGED20320300%$67.9K$66.9K-$1.0K2026-11-03
Triumph Capital Management
DECREASED200211-11-5%$70.6K$66.0K-$4.6K2026-10-14
Central Trust Co
INCREASED195182+13+7%$60.9K$64.3K+$3.4K2026-11-05
Creative Financial Designs Inc
DECREASED1791,132-953-84%$378.9K$59.0K-$319.9K2026-11-04
First Command Advisory Services, Inc.
UNCHANGED17017000%$56.9K$56.1K-$8432026-11-05
MeadowBrook Investment Advisors LLC
UNCHANGED16916900%$56.6K$50.6K-$6.0K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED149202-53-26%$67.6K$49.2K-$18.5K2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
DECREASED132144-12-8%$48.2K$43.5K-$4.7K2026-10-28
Centerpoint Advisors, LLC
INCREASED130120+10+8%$40.0K$43.0K+$3.0K2026-11-05
Montag A & Associates Inc
NEW121—+121——$39.9K—2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED11911900%$39.8K$39.2K-$5902026-10-23
Hughes Financial Services, LLC
UNCHANGED11611600%$38.8K$35.9K-$2.9K2026-10-30
Atwood & Palmer Inc
DECREASED115150-35-23%$50.2K$37.9K-$12.3K2026-10-08
Reap Financial Group, LLC
UNCHANGED10910900%$36.5K$35.9K-$5412026-11-02
SBI Securities Co., Ltd.
INCREASED10565+40+62%$21.8K$34.6K+$12.9K2026-10-22
Mcdonald Partners LLC
UNCHANGED10010000%$33.5K$33.0K-$4962026-11-03
Blue Trust, Inc.
DECREASED91104-13-12%$34.8K$30.0K-$4.8K2026-10-15
Private Trust Co NA
UNCHANGED868600%$28.8K$28.4K-$4262026-10-20
Larson Financial Group LLC
UNCHANGED717100%$23.8K$23.4K-$3522026-11-05
Byrne Asset Management LLC
UNCHANGED606000%$20.1K$20.0K-$612026-10-06
Nfsg Corp
UNCHANGED595900%$19.7K$19.5K-$2932026-10-15
Archer Investment Corp
UNCHANGED585800%$19.4K$19.1K-$2882026-11-05
Davis Capital Management
DECREASED5777-20-26%$25.8K$18.8K-$7.0K2026-10-08
Horizon Financial Services, LLC
UNCHANGED505000%$16.7K$16.5K-$2482026-11-04
Barrett & Company, Inc.
NEW45—+45——$14.8K—2026-10-22
Buck Wealth Strategies, LLC
UNCHANGED404000%$13.4K$13.2K-$1992026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED404000%$13.4K$13.2K-$1992026-11-04
Financial Perspectives, Inc
UNCHANGED353500%$11.7K$11.5K-$1732026-11-03
Silver Grove Financial Group, Inc.
DECREASED3334-1-3%$11.4K$10.9K-$4982026-11-05
Private Wealth Management Group, LLC
NEW32—+32——$10.6K—2026-10-19
Caldwell Trust Co
UNCHANGED303000%$10.0K$9.9K-$1492026-10-30
Go Invest LLC
UNCHANGED292900%$9.7K$9.7K-$352026-10-09
Lloyd Advisory Services, Llc.
UNCHANGED272700%$9.0K$8.9K-$1342026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED262600%$8.2K$8.8K+$5452026-11-04
Central Pacific Bank - Trust Division
UNCHANGED262600%$8.7K$8.6K-$1292026-10-06
First Financial Corp
NEW20—+20——$6.6K—2026-10-13
Key Capital Management, Inc
UNCHANGED111100%$3.7K$3.6K-$552026-11-03
Rosenberg Matthew Hamilton
UNCHANGED8800%$2.7K$2.6K-$402026-10-05
POM Investment Strategies, LLC
UNCHANGED7700%$2.3K$2.3K-$352026-10-20
Gamma Investing LLC
UNCHANGED5500%$1.7K$1.6K-$242026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$670$660-$102026-10-23
TriaGen Wealth Management LLC
CLOSED07,623-7,623-100%$2.6M$0-$2.6M2026-10-14
Wagner Wealth Management, Corp
CLOSED06,287-6,287-100%$2.1M$0-$2.1M2026-10-20
MinichMacGregor Wealth Management, LLC
CLOSED03,188-3,188-100%$1.1M$0-$1.1M2026-10-14
Englebert Financial Advisers, LLC
CLOSED02,214-2,214-100%$741.0K$0-$741.0K2026-10-20
Fifth Third Securities, Inc.
CLOSED01,747-1,747-100%$584.7K$0-$584.7K2026-10-21
Claro Advisors Inc.
CLOSED01,740-1,740-100%$582.4K$0-$582.4K2026-11-02
Apeiron RIA LLC
CLOSED0785-785-100%$262.7K$0-$262.7K2026-10-08
Kingsbury Capital Investment Advisors LLC
CLOSED0755-755-100%$252.6K$0-$252.6K2026-10-20
Ferguson Wellman Capital Management, Inc
CLOSED0746-746-100%$249.7K$0-$249.7K2026-10-05
Private Client Services, LLC
CLOSED0710-710-100%$237.6K$0-$237.6K2026-10-02
Axxcess Wealth Management, LLC
CLOSED0635-635-100%$212.6K$0-$212.6K2026-10-21
Raleigh Capital Management Inc.
CLOSED0591-591-100%$197.8K$0-$197.8K2026-10-28
LifeSteps Financial, Inc.
CLOSED09-9-100%$3.0K$0-$3.0K2026-10-15
First Trust Advisors LP
N/A—2,428,884-2,428,884-100%$812.9M———
Morgan Stanley
N/A—706,281-706,281-100%$236.4M———
LPL Financial LLC
N/A—627,869-627,869-100%$210.1M———
Bank of America Corp
N/A—580,089-580,089-100%$194.1M———
Wells Fargo & Company
N/A—492,172-492,172-100%$164.7M———
Raymond James Financial Inc
N/A—299,927-299,927-100%$100.4M———
BNP Paribas Financial Markets
N/A—263,100-263,100-100%$88.1M———
UBS Group AG
N/A—241,509-241,509-100%$80.8M———
Royal Bank of Canada
N/A—190,625-190,625-100%$63.8M———
Envestnet Asset Management Inc
N/A—147,217-147,217-100%$49.3M———
Osaic Holdings, Inc.
N/A—133,613-133,613-100%$44.7M———
Allworth Financial LP
N/A—115,863-115,863-100%$38.8M———
Marshall Wace, LLP
N/A—105,880-105,880-100%$35.4M———
Janney Montgomery Scott LLC
N/A—92,358-92,358-100%$30.9M———
NewEdge Advisors, LLC
N/A—87,942-87,942-100%$29.4M———
Ameriprise Financial Inc
N/A—87,150-87,150-100%$29.2M———
EP Wealth Advisors, LLC
N/A—77,980-77,980-100%$26.1M———
Cetera Investment Advisers
N/A—77,736-77,736-100%$26.0M———
Baird Financial Group, Inc.
N/A—57,766-57,766-100%$19.3M———
Stifel Financial Corp
N/A—56,635-56,635-100%$19.0M———
&partners
N/A—55,183-55,183-100%$18.4M———
Advisory Services Network, LLC
N/A—51,425-51,425-100%$17.2M———
Private Advisor Group, LLC
N/A—48,007-48,007-100%$16.1M———
Jump Financial, LLC
N/A—47,728-47,728-100%$16.0M———
Two Sigma Investments, LP
N/A—46,714-46,714-100%$15.6M———
Toronto Dominion Bank
N/A—46,358-46,358-100%$15.5M———
Harbour Investments, Inc.
N/A—40,642-40,642-100%$13.6M———
Citadel Advisors LLC
N/A—34,213-34,213-100%$11.5M———
NewSquare Capital LLC
N/A—31,849-31,849-100%$10.7M———
Waverly Advisors, LLC
N/A—30,095-30,095-100%$10.1M———
Jones Financial Companies Lllp
N/A—29,121-29,121-100%$9.2M———
Maxele Advisors, LLC
N/A—29,084-29,084-100%$9.7M———
Great Valley Advisor Group, Inc.
N/A—29,070-29,070-100%$9.7M———
Virtu Financial LLC
N/A—27,985-27,985-100%$9.4M———
Susquehanna International Group, LLP
N/A—27,258-27,258-100%$9.1M———
Benjamin Edwards Inc
N/A—26,547-26,547-100%$8.9M———
Vestmark Advisory Solutions, Inc.
N/A—25,421-25,421-100%$8.5M———
Mariner, LLC
N/A—23,243-23,243-100%$7.8M———
Tower Research Capital LLC (TRC)
N/A—22,525-22,525-100%$7.5M———
Northwestern Mutual Wealth Management Co
N/A—22,092-22,092-100%$7.4M———
Maridea Wealth Management LLC
N/A—21,701-21,701-100%$7.3M———
Texas Yale Capital Corp.
N/A—21,386-21,386-100%$7.2M———
Concentrum Wealth Management
N/A—20,632-20,632-100%$6.9M———
NWM Advisors, LLC
N/A—19,513-19,513-100%$6.5M———
Global Retirement Partners, LLC
N/A—19,473-19,473-100%$6.5M———
Rockefeller Capital Management L.P.
N/A—19,218-19,218-100%$6.4M———
Integrated Wealth Concepts LLC
N/A—18,933-18,933-100%$6.3M———
Sfmg, LLC
N/A—18,172-18,172-100%$6.1M———
MML Investors Services, LLC
N/A—17,926-17,926-100%$6.0M———
OneDigital Investment Advisors LLC
N/A—17,847-17,847-100%$6.0M———
Natixis
N/A—17,800-17,800-100%$6.0M———
Snowden Capital Advisors LLC
N/A—16,742-16,742-100%$5.6M———
GTS Securities LLC
N/A—16,426-16,426-100%$5.5M———
PCG Wealth Advisors, LLC
N/A—14,486-14,486-100%$4.8M———
Quadrature Capital Ltd
N/A—14,305-14,305-100%$4.8M———
Belpointe Asset Management LLC
N/A—13,676-13,676-100%$4.6M———
Steward Partners Investment Advisory, LLC
N/A—13,537-13,537-100%$4.5M———
Ausdal Financial Partners, Inc.
N/A—13,467-13,467-100%$4.5M———
Stratos Wealth Partners, Ltd.
N/A—13,263-13,263-100%$4.4M———
Geneos Wealth Management Inc.
N/A—13,081-13,081-100%$4.4M———
Delos Wealth Advisors, LLC
N/A—12,757-12,757-100%$4.3M———
Beacon Pointe Advisors, LLC
N/A—12,421-12,421-100%$4.2M———
World Investment Advisors
N/A—12,295-12,295-100%$2.7M———
BBR Partners, LLC
N/A—11,888-11,888-100%$4.0M———
Sun Financial Inc
N/A—11,851-11,851-100%$3.7M———
Wealthfront Advisers LLC
N/A—11,352-11,352-100%$3.8M———
Novak & Powell Financial Services, Inc.
N/A—10,867-10,867-100%$3.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—10,500-10,500-100%$3.5M———
Z3 Capital Partners, LLC
N/A—10,493-10,493-100%$3.5M———
Holistic Financial Partners
N/A—10,350-10,350-100%$3.5M———
AE Wealth Management LLC
N/A—9,849-9,849-100%$3.3M———
Gateway Wealth Partners, LLC
N/A—9,771-9,771-100%$3.3M———
Plotkin Financial Advisors, LLC
N/A—9,621-9,621-100%$3.2M———
Principal Securities, Inc.
N/A—9,387-9,387-100%$3.1M———
Kingsview Wealth Management, LLC
N/A—9,152-9,152-100%$3.1M———
Regal Investment Advisors LLC
N/A—9,146-9,146-100%$3.1M———
Arkadios Wealth Advisors
N/A—8,948-8,948-100%$3.0M———
Navellier & Associates Inc
N/A—8,217-8,217-100%$2.8M———
Summit Financial, LLC
N/A—8,113-8,113-100%$2.7M———
FMR LLC
N/A—7,759-7,759-100%$2.6M———
FWL Investment Management, LLC
N/A—7,621-7,621-100%$2.6M———
Rollins Financial Advisors, LLC
N/A—7,514-7,514-100%$2.5M———
PNC Financial Services Group, Inc.
N/A—7,313-7,313-100%$2.4M———
Evelyn Partners Group Ltd
N/A—7,260-7,260-100%$1.5M———
HighTower Advisors, LLC
N/A—7,142-7,142-100%$2.4M———
CIBC Bancorp USA Inc.
N/A—6,629-6,629-100%$2.2M———
Captrust Financial Advisors
N/A—6,515-6,515-100%$2.2M———
Mercer Global Advisors Inc
N/A—6,350-6,350-100%$2.1M———
Pursue Wealth Partners LLC
N/A—6,278-6,278-100%$2.1M———
Earned Wealth Advisors, LLC
N/A—6,122-6,122-100%$2.0M———
Qube Research & Technologies Ltd
N/A—6,072-6,072-100%$2.0M———
Blair William & Co
N/A—6,066-6,066-100%$2.0M———
Pacific SUN Financial Corp
N/A—5,927-5,927-100%$2.0M———
UBS Asset Management Americas LLC
N/A—5,631-5,631-100%$1.9M———
Stephens Inc
N/A—5,262-5,262-100%$1.8M———
OneAscent Financial Services LLC
N/A—5,096-5,096-100%$1.7M———
Focus Partners Wealth
N/A—4,825-4,825-100%$1.6M———
IFG Advisory, LLC
N/A—4,236-4,236-100%$1.4M———
Cresset Asset Management, LLC
N/A—4,136-4,136-100%$1.4M———
Kesler, Norman & Wride, LLC
N/A—4,136-4,136-100%$1.4M———
Pine Valley Investments Ltd Liability Co
N/A—3,931-3,931-100%$1.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,833-3,833-100%$1.3M———
BlackRock, Inc.
N/A—3,795-3,795-100%$1.3M———
Transamerica Financial Advisors, LLC
N/A—3,722-3,722-100%$1.2M———
IHT Wealth Management, LLC
N/A—3,658-3,658-100%$1.2M———
Flow Traders U.S. LLC
N/A—3,626-3,626-100%$1.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—3,621-3,621-100%$1.2M———
Arax Advisory Partners
N/A—3,395-3,395-100%$1.1M———
Kirkwood Financial Services
N/A—3,392-3,392-100%$1.1M———
Equitable Holdings, Inc.
N/A—3,390-3,390-100%$1.1M———
NewEdge Wealth, LLC
N/A—3,344-3,344-100%$1.1M———
AMJ Financial Wealth Management
N/A—2,945-2,945-100%$636.1K———
Stonebridge Financial Planning Group, LLC
N/A—2,930-2,930-100%$980.6K———
Sanctuary Advisors, LLC
N/A—2,821-2,821-100%$944.2K———
CreativeOne Wealth, LLC
N/A—2,702-2,702-100%$904.3K———
Modern Wealth Management, LLC
N/A—2,672-2,672-100%$894.4K———
Bank Hapoalim BM
N/A—2,612-2,612-100%$874.0K———
Transcend Capital Advisors, LLC
N/A—2,313-2,313-100%$774.2K———
Two Sigma Securities, LLC
N/A—2,286-2,286-100%$765.1K———
Betterment LLC
N/A—2,239-2,239-100%$749.0K———
Argent Trust Co
N/A—2,225-2,225-100%$744.7K———
Beaton Management Co. Inc.
N/A—2,150-2,150-100%$720.0K———
Orion Porfolio Solutions, LLC
N/A—2,134-2,134-100%$714.2K———
MAI Capital Management
N/A—2,076-2,076-100%$694.8K———
Whittier Trust Co of Nevada Inc
N/A—2,063-2,063-100%$642.2K———
JPMorgan Chase & Co
N/A—2,006-2,006-100%$655.1K———
Jane Street Group, LLC
N/A—2,001-2,001-100%$669.7K———
Renaissance Technologies LLC
N/A—2,000-2,000-100%$669.4K———
Envestnet Portfolio Solutions, Inc.
N/A—1,898-1,898-100%$635.2K———
AQR Capital Management LLC
N/A—1,857-1,857-100%$621.5K———
Merit Financial Group, LLC
N/A—1,732-1,732-100%$579.8K———
L & S Advisors Inc
N/A—1,721-1,721-100%$576.0K———
National Bank of Canada
N/A—1,720-1,720-100%$575.7K———
Knightsbridge Asset Management, LLC
N/A—1,700-1,700-100%$569.0K———
Brookwood Investment Group LLC
N/A—1,664-1,664-100%$556.9K———
United Capital Financial Advisors, LLC
N/A—1,654-1,654-100%$554.0K———
Three Cord True Wealth Management, LLC
N/A—1,567-1,567-100%$524.5K———
Beto Financial Group, LLC
N/A—1,538-1,538-100%$463.7K———
Mutual Advisors, LLC
N/A—1,481-1,481-100%$495.6K———
Trivium Point Advisory, LLC
N/A—1,474-1,474-100%$493.3K———
Element Wealth, LLC
N/A—1,471-1,471-100%$492.3K———
Harvest Investment Services, LLC
N/A—1,451-1,451-100%$485.6K———
HFG Advisors, Inc.
N/A—1,433-1,433-100%$479.6K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,419-1,419-100%$474.9K———
IFS Group,LLC
N/A—1,396-1,396-100%$467.2K———
Kapstone Financial Advisors LLC
N/A—1,330-1,330-100%$445.1K———
Gladstone Institutional Advisory LLC
N/A—1,329-1,329-100%$444.8K———
Russell Investments Group, Ltd.
N/A—1,324-1,324-100%$443.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,306-1,306-100%$437.1K———
Pinnacle Family Advisors, LLC
N/A—1,277-1,277-100%$427.4K———
Palogic Value Management, L.P.
N/A—1,277-1,277-100%$427.4K———
Aptus Capital Advisors, LLC
N/A—1,272-1,272-100%$425.7K———
Empower Advisory Group, LLC
N/A—1,267-1,267-100%$424.1K———
Reliant Investment Partners, LLC
N/A—1,170-1,170-100%$391.6K———
BFC Planning, Inc.
N/A—1,158-1,158-100%$387.6K———
Topsail Wealth Management, LLC
N/A—1,115-1,115-100%$373.2K———
Cerity Partners LLC
N/A—1,040-1,040-100%$348.1K———
Tower Bridge Advisors
N/A—948-948-100%$317.3K———
1832 Asset Management L.P.
N/A—944-944-100%$315.9K———
Savant Capital, LLC
N/A—910-910-100%$301.4K———
Moneta Group Investment Advisors LLC
N/A—904-904-100%$302.6K———
Fiduciary Financial Advisors
N/A—895-895-100%$299.2K———
XTX Topco Ltd
N/A—891-891-100%$298.2K———
Ballentine Partners, LLC
N/A—882-882-100%$295.2K———
Clark Capital Management Group, Inc.
N/A—853-853-100%$285.5K———
Kovack Advisors, Inc.
N/A—850-850-100%$277.9K———
LaSalle St. Investment Advisors, LLC
N/A—839-839-100%$280.7K———
FSB Premier Wealth Management, Inc.
N/A—833-833-100%$278.8K———
Bank of Montreal
N/A—832-832-100%$278.5K———
Abound Financial, LLC
N/A—824-824-100%$275.8K———
HM Payson & Co
N/A—815-815-100%$272.8K———
Western Wealth Management, LLC
N/A—811-811-100%$271.5K———
Xcelsior Advisor Partners LLC
N/A—796-796-100%$266.4K———
Ameritas Advisory Services, LLC
N/A—780-780-100%$261.2K———
Valmark Advisers, Inc.
N/A—769-769-100%$257.4K———
KMT Wealth Management, LLC
N/A—755-755-100%$252.6K———
Commerce Bank
N/A—753-753-100%$252.0K———
M&T Bank Corp
N/A—750-750-100%$251.0K———
Pgim Custom Harvest LLC
N/A—745-745-100%$249.3K———
Paces Ferry Wealth Advisors, LLC
N/A—745-745-100%$249.2K———
Spinnaker Trust
N/A—701-701-100%$234.6K———
Bellars Harris Wealth Management, LLC
N/A—700-700-100%$234.3K———
Franklin Resources Inc
N/A—700-700-100%$234.3K———
Astoria Portfolio Advisors Llc.
N/A—699-699-100%$234.0K———
Ground Swell Capital, LLC
N/A—691-691-100%$231.3K———
Moors & Cabot, Inc.
N/A—665-665-100%$222.4K———
Darwin Wealth Management, LLC
N/A—635-635-100%$212.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—635-635-100%$212.5K———
Founders Financial Alliance, LLC
N/A—630-630-100%$210.9K———
Clearstead Advisors, LLC
N/A—624-624-100%$208.8K———
Crews Bank & Trust
N/A—623-623-100%$208.5K———
Viawealth, LLC
N/A—620-620-100%$207.5K———
Financial Engines Advisors L.L.C.
N/A—618-618-100%$206.8K———
West Michigan Advisors, LLC
N/A—600-600-100%$200.8K———
Traction Financial Partners, LLC
N/A—599-599-100%$200.5K———
Copia Wealth Management
N/A—597-597-100%$199.8K———
Tanglewood Legacy Advisors, LLC
N/A—506-506-100%$169.4K———
Triglav Investments, D.O.O.
N/A—365-365-100%$122.2K———
Bogart Wealth, LLC
N/A—332-332-100%$111.2K———
Top Private Wealth Llc.
N/A—250-250-100%$83.7K———
Hantz Financial Services, Inc.
N/A—211-211-100%$71.0K———
Godfrey Financial Associates, Inc.
N/A—200-200-100%$66.9K———
Smartleaf Asset Management LLC
N/A—192-192-100%$62.7K———
Fortis Group Advisors, LLC
N/A—170-170-100%$56.9K———
Capital Analysts, LLC
N/A—168-168-100%$56.0K———
Luken Investment Analytics, LLC
N/A—160-160-100%$53.6K———
Monetary Management Group Inc
N/A—150-150-100%$50.2K———
Whittier Trust Co
N/A—141-141-100%$45.2K———
N.E.W. Advisory Services LLC
N/A—99-99-100%$33.1K———
Addison Advisors LLC
N/A—91-91-100%$30.5K———
Tidemark, LLC
N/A—90-90-100%$30.2K———
Atlantic Union Bankshares Corp
N/A—89-89-100%$29.8K———
IAG Wealth Partners, LLC
N/A—89-89-100%$29.8K———
Colonial Trust Advisors
N/A—87-87-100%$29.1K———
Continuum Advisory, LLC
N/A—80-80-100%$26.8K———
10Elms LLP
N/A—70-70-100%$23.4K———
Ancora Advisors LLCA
N/A—69-69-100%$23.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—52-52-100%$17.4K———
Mpwm Advisory Solutions, LLC
N/A—50-50-100%$16.7K———
Institute for Wealth Management, Llc.
N/A—45-45-100%$15.1K———
Keating Financial Advisory Services, Inc.
N/A—35-35-100%$11.7K———
Huntington National Bank
N/A—30-30-100%$10.0K———
Ameriflex Group, Inc.
N/A—23-23-100%$7.7K———
O'shaughnessy Asset Management, LLC
N/A—22-22-100%$7.4K———
Caitlin John, LLC
N/A—21-21-100%$7.0K———
Nova Wealth Management, Inc.
N/A—21-21-100%$7.0K———
Strive Financial Group,LLC
N/A—4-4-100%$1.3K———
HHM Wealth Advisors, LLC
N/A—2-2-100%$670———
Measured Wealth Private Client Group, LLC
N/A—00—$2———
Showing 463 of 463 institutions