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First Trust Cloud Computing (SKYY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares85,990 from 82,356
Change+3,634 (+4%)
Value$14.1M (+$3.0M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares62,727 from 62,038
Change+689 (+1%)
Value$10.3M (+$1.9M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares61,861 from 54,710
Change+7,151 (+13%)
Value$10.1M (+$2.8M)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares51,153 from 50,242
Change+911 (+2%)
Value$8.4M (+$1.6M)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares46,630 from 47,255
Change-625 (-1%)
Value$7.8M (+$1.5M)
Filed 2026-10-22
Ignite Planners, LLC
DECREASED
Shares33,926 from 34,306
Change-380 (-1%)
Value$5.6M (+$947.3K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares31,482 from 2,900
Change+28,582 (+986%)
Value$5.2M (+$4.8M)
Filed 2026-10-13
Valley Wealth Managers, Inc.
DECREASED
Shares26,865 from 33,019
Change-6,154 (-19%)
Value$4.4M (-$37.4K)
Filed 2026-10-09
Florin Court Capital LLP
INCREASED
Shares24,100 from 8,200
Change+15,900 (+194%)
Value$4.0M (+$2.8M)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares22,623 from 23,411
Change-788 (-3%)
Value$3.7M (+$559.8K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares21,919 from 22,019
Change-100 (0%)
Value$3.6M (+$631.6K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares20,421 from 20,787
Change-366 (-2%)
Value$3.3M (+$551.7K)
Filed 2026-10-26
Cascade Investment Group, Inc.
DECREASED
Shares19,142 from 19,875
Change-733 (-4%)
Value$3.1M (+$464.7K)
Filed 2026-10-13
Great Diamond Partners, LLC
NEW
Shares18,619
Change+18,619
Value$3.1M
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares17,581 from 6,492
Change+11,089 (+171%)
Value$2.9M (+$2.0M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares17,385 from 2,060
Change+15,325 (+744%)
Value$2.9M (+$2.6M)
Filed 2026-10-16
High Point Wealth Management, LLC
UNCHANGED
Shares15,836 from 15,836
Change0 (0%)
Value$2.6M (+$466.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,794 from 13,604
Change+1,190 (+9%)
Value$2.5M (+$615.6K)
Filed 2026-10-13
Sage Capital Management, LLC
UNCHANGED
Shares14,679 from 14,679
Change0 (0%)
Value$2.4M (+$432.3K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares14,503 from 15,733
Change-1,230 (-8%)
Value$2.4M (+$261.2K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares14,468 from 15,642
Change-1,174 (-8%)
Value$2.4M (+$267.8K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares14,438 from 14,509
Change-71 (0%)
Value$2.3M (+$354.4K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares14,089 from 11,769
Change+2,320 (+20%)
Value$2.3M (+$721.8K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
UNCHANGED
Shares14,063 from 14,063
Change0 (0%)
Value$2.3M (+$413.9K)
Filed 2026-10-20
Fulton Bank, N.A.
DECREASED
Shares13,652 from 13,688
Change-36 (0%)
Value$2.2M (+$396.9K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
DECREASED
Shares13,125 from 13,145
Change-20 (0%)
Value$2.2M (+$383.6K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares12,916 from 13,607
Change-691 (-5%)
Value$2.1M (+$287.1K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares12,739 from 11,509
Change+1,230 (+11%)
Value$2.1M (+$540.4K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares12,410 from 12,889
Change-479 (-4%)
Value$2.0M (+$300.8K)
Filed 2026-10-08
Apollon Financial, LLC
INCREASED
Shares12,037 from 11,422
Change+615 (+5%)
Value$2.0M (+$437.0K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares11,751 from 12,471
Change-720 (-6%)
Value$1.9M (+$248.9K)
Filed 2026-10-19
Segment Wealth Management, LLC
DECREASED
Shares11,697 from 11,962
Change-265 (-2%)
Value$1.9M (+$308.6K)
Filed 2026-10-26
San Luis Wealth Advisors LLC
INCREASED
Shares11,402 from 10,695
Change+707 (+7%)
Value$1.9M (+$430.7K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares11,300 from 11,519
Change-219 (-2%)
Value$1.9M (+$303.1K)
Filed 2026-10-23
SP Asset Management LLC
UNCHANGED
Shares11,010 from 11,010
Change0 (0%)
Value$1.8M (+$324.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares10,189 from 9,627
Change+562 (+6%)
Value$1.7M (+$375.5K)
Filed 2026-10-30
Vontobel Holding Ltd.
INCREASED
Shares10,010 from 10,000
Change+10 (+0%)
Value$1.6M (+$295.9K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares9,509 from 9,756
Change-247 (-3%)
Value$1.6M (+$246.6K)
Filed 2026-11-04
Miramontes Capital, LLC
UNCHANGED
Shares9,280 from 9,280
Change0 (0%)
Value$1.5M (+$273.1K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares7,970 from 8,808
Change-838 (-10%)
Value$1.3M (+$121.7K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
INCREASED
Shares7,946 from 7,926
Change+20 (+0%)
Value$1.3M (+$236.5K)
Filed 2026-10-15
Wisconsin Wealth Advisors, LLC
DECREASED
Shares7,629 from 8,776
Change-1,147 (-13%)
Value$1.3M (+$70.1K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares7,627 from 7,851
Change-224 (-3%)
Value$1.3M (+$194.3K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares7,471 from 9,688
Change-2,217 (-23%)
Value$1.2M (-$78.4K)
Filed 2026-10-16
Endowment Wealth Management, Inc.
INCREASED
Shares7,463 from 6,445
Change+1,018 (+16%)
Value$1.2M (+$356.6K)
Filed 2026-11-03
Park Avenue Securities LLC
NEW
Shares6,967
Change+6,967
Value$1.1M
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares6,951 from 6,058
Change+893 (+15%)
Value$1.1M (+$324.7K)
Filed 2026-11-05
Pinnacle Associates LTD
UNCHANGED
Shares6,824 from 6,824
Change0 (0%)
Value$1.1M (+$200.8K)
Filed 2026-10-20
Meitav Investment House LTD
DECREASED
Shares6,610 from 8,035
Change-1,425 (-18%)
Value$1.1M (+$2.8K)
Filed 2026-10-28
Archford Capital Strategies, LLC
INCREASED
Shares6,328 from 6,269
Change+59 (+1%)
Value$1.0M (+$194.2K)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares5,954 from 5,954
Change0 (0%)
Value$976.4K (+$175.2K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares5,941 from 6,402
Change-461 (-7%)
Value$974.2K (+$112.8K)
Filed 2026-10-30
HB Wealth Management, LLC
UNCHANGED
Shares5,531 from 5,531
Change0 (0%)
Value$907.0K (+$162.8K)
Filed 2026-10-23
PFG Advisors
NEW
Shares5,517
Change+5,517
Value$904.8K
Filed 2026-10-16
Flagship Harbor Advisors, LLC
NEW
Shares4,885
Change+4,885
Value$801.1K
Filed 2026-10-26
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$795.8K (+$142.8K)
Filed 2026-10-28
Carnegie Lake Advisors LLC
DECREASED
Shares4,756 from 6,687
Change-1,931 (-29%)
Value$1.1M (+$196.8K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares4,440 from 5,140
Change-700 (-14%)
Value$743.1K (+$76.3K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares4,433 from 4,277
Change+156 (+4%)
Value$726.9K (+$151.4K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$717.5K (+$128.8K)
Filed 2026-11-04
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$716.6K (+$128.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,316 from 4,153
Change+163 (+4%)
Value$707.9K (+$149.0K)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares4,200 from 4,310
Change-110 (-3%)
Value$672.3K (+$92.6K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares4,194 from 3,152
Change+1,042 (+33%)
Value$687.7K (+$263.6K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
UNCHANGED
Shares4,123 from 4,123
Change0 (0%)
Value$676.2K (+$121.4K)
Filed 2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,117 from 4,151
Change-34 (-1%)
Value$675.1K (+$116.6K)
Filed 2026-10-15
Beacon Financial Advisory LLC
UNCHANGED
Shares4,096 from 4,096
Change0 (0%)
Value$671.7K (+$120.5K)
Filed 2026-10-16
Northbridge Financial Group, LLC
DECREASED
Shares4,051 from 4,119
Change-68 (-2%)
Value$692.8K (+$138.5K)
Filed 2026-11-05
International Assets Investment Management, LLC
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$664.6K (+$122.0K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
DECREASED
Shares3,758 from 3,815
Change-57 (-1%)
Value$616.3K (+$103.0K)
Filed 2026-10-19
Carlson Financial, Inc.
DECREASED
Shares3,504 from 3,547
Change-43 (-1%)
Value$574.6K (+$96.7K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares3,445 from 3,480
Change-35 (-1%)
Value$564.9K (+$96.7K)
Filed 2026-10-27
Compass Financial Management LLC
NEW
Shares3,423
Change+3,423
Value$561.3K
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares3,359 from 3,108
Change+251 (+8%)
Value$550.8K (+$132.6K)
Filed 2026-10-22
Manchester Capital Management LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$524.8K (+$94.2K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
INCREASED
Shares3,167 from 2,925
Change+242 (+8%)
Value$518.8K (+$125.2K)
Filed 2026-10-30
Great Lakes Retirement, Inc.
UNCHANGED
Shares3,157 from 3,157
Change0 (0%)
Value$517.7K (+$92.9K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares3,111 from 3,318
Change-207 (-6%)
Value$510.1K (+$63.6K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
UNCHANGED
Shares3,038 from 3,038
Change0 (0%)
Value$491.3K (+$72.2K)
Filed 2026-10-21
Eagle Strategies LLC
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$495.0K (+$88.8K)
Filed 2026-10-16
Belvedere Trading LLC
INCREASED
Shares2,946 from 1,534
Change+1,412 (+92%)
Value$483.1K (+$276.7K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
NEW
Shares2,889
Change+2,889
Value$473.7K
Filed 2026-10-01
Balance Wealth Partners LLC
DECREASED
Shares2,859 from 3,885
Change-1,026 (-26%)
Value$468.8K (-$53.9K)
Filed 2026-10-27
Pines Wealth Management, LLC
INCREASED
Shares2,790 from 2,752
Change+38 (+1%)
Value$457.5K (+$87.2K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,749 from 2,816
Change-67 (-2%)
Value$450.9K (+$71.9K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$442.9K (+$79.5K)
Filed 2026-10-22
LexAurum Advisors, LLC
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$436.1K (+$78.3K)
Filed 2026-10-19
Ballew Advisors, Inc
UNCHANGED
Shares2,612 from 2,612
Change0 (0%)
Value$439.2K (+$86.9K)
Filed 2026-10-05
Integrity Alliance, Llc.
NEW
Shares2,611
Change+2,611
Value$428.3K
Filed 2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares2,566 from 2,297
Change+269 (+12%)
Value$420.9K (+$111.8K)
Filed 2026-10-14
Quad-Cities Investment Group, LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$419.9K (+$75.4K)
Filed 2026-10-16
Fortune Financial Group, Inc.
DECREASED
Shares2,536 from 2,566
Change-30 (-1%)
Value$415.9K (+$70.6K)
Filed 2026-10-22
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$410.0K (+$60.6K)
Filed 2026-10-13
Trek Financial, LLC
UNCHANGED
Shares2,469 from 2,469
Change0 (0%)
Value$404.9K (+$72.7K)
Filed 2026-10-29
Compagnie Lombard Odier SCmA
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$397.7K (+$71.4K)
Filed 2026-11-04
Fonville Wealth Management LLC
UNCHANGED
Shares2,417 from 2,417
Change0 (0%)
Value$396.4K (+$71.1K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,347 from 2,576
Change-229 (-9%)
Value$384.9K (+$38.3K)
Filed 2026-10-20
Wealth Effects LLC
INCREASED
Shares2,308 from 2,013
Change+295 (+15%)
Value$378.4K (+$107.6K)
Filed 2026-10-23
Advisor OS, LLC
INCREASED
Shares2,291 from 2,133
Change+158 (+7%)
Value$375.7K (+$88.7K)
Filed 2026-11-03
QTR Family Wealth, LLC
NEW
Shares2,222
Change+2,222
Value$364.4K
Filed 2026-11-02
AlphaStar Capital Management, LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$356.8K (+$64.0K)
Filed 2026-10-16
Bright Financial Advisors, Inc.
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$351.1K (+$63.0K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares2,126 from 2,349
Change-223 (-9%)
Value$348.6K (+$32.6K)
Filed 2026-10-16
Choreo, LLC
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$343.1K (+$61.6K)
Filed 2026-10-28
Core Wealth Partners LLC
DECREASED
Shares2,006 from 2,157
Change-151 (-7%)
Value$329.0K (+$38.7K)
Filed 2026-11-02
L. Roy Papp & Associates, LLP
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$328.6K (+$59.0K)
Filed 2026-10-21
Global Assets Advisory, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$339.4K (+$65.2K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$328.0K (+$58.9K)
Filed 2026-10-27
Flaharty Asset Management, LLC
DECREASED
Shares1,986 from 10,992
Change-9,006 (-82%)
Value$334.0K (-$1.2M)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares1,960 from 2,015
Change-55 (-3%)
Value$321.0K (+$50.0K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares1,949 from 1,832
Change+117 (+6%)
Value$319.6K (+$73.1K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares1,936 from 2,265
Change-329 (-15%)
Value$317.4K (+$12.6K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares1,813 from 8,184
Change-6,371 (-78%)
Value$297.3K (-$803.9K)
Filed 2026-11-03
United Advisor Group, LLC
UNCHANGED
Shares1,811 from 1,811
Change0 (0%)
Value$297.0K (+$53.3K)
Filed 2026-11-03
RDA Financial Network
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$296.8K (+$53.3K)
Filed 2026-10-15
Acropolis Investment Management, LLC
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$296.5K (+$53.2K)
Filed 2026-10-08
Fifth Third Securities, Inc.
DECREASED
Shares1,769 from 2,455
Change-686 (-28%)
Value$290.1K (-$40.2K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares1,753 from 1,758
Change-5 (0%)
Value$287.5K (+$50.9K)
Filed 2026-10-20
Fulcrum Equity Management
NEW
Shares1,701
Change+1,701
Value$278.9K
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares1,657 from 1,657
Change0 (0%)
Value$271.7K (+$48.8K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares1,619 from 1,639
Change-20 (-1%)
Value$265.5K (+$45.0K)
Filed 2026-11-02
IPG Investment Advisors LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$262.4K (+$47.1K)
Filed 2026-10-30
Polaris Financial Partners
NEW
Shares1,592
Change+1,592
Value$263
Filed 2026-10-02
Keystone Wealth Services, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$256.5K (+$44.4K)
Filed 2026-11-03
HUB Investment Partners, LLC
NEW
Shares1,569
Change+1,569
Value$257.3K
Filed 2026-11-03
Compound Planning, Inc.
NEW
Shares1,567
Change+1,567
Value$257.0K
Filed 2026-11-05
Kestra Investment Management, LLC
NEW
Shares1,556
Change+1,556
Value$255.2K
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares1,555 from 1,752
Change-197 (-11%)
Value$255.0K (+$19.3K)
Filed 2026-10-15
Carnegie Investment Counsel
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$253.4K (+$45.5K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
DECREASED
Shares1,540 from 1,595
Change-55 (-3%)
Value$252.6K (+$37.9K)
Filed 2026-11-03
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$251.4K (+$45.1K)
Filed 2026-10-13
Indivisible Partners
DECREASED
Shares1,520 from 1,546
Change-26 (-2%)
Value$249.3K (+$41.2K)
Filed 2026-10-26
Essex Bank
NEW
Shares1,486
Change+1,486
Value$243.7K
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,472 from 1,946
Change-474 (-24%)
Value$241.4K (-$20.5K)
Filed 2026-10-08
Coquina Private Wealth LLC
NEW
Shares1,452
Change+1,452
Value$238.1K
Filed 2026-10-27
Rockwood Wealth Management, LLC
NEW
Shares1,450
Change+1,450
Value$237.8K
Filed 2026-10-27
Ceera Investments, LLC
NEW
Shares1,443
Change+1,443
Value$236.6K
Filed 2026-11-02
Premier Path Wealth Partners, LLC
DECREASED
Shares1,334 from 1,502
Change-168 (-11%)
Value$218.7K (+$16.5K)
Filed 2026-10-16
71 West Capital Partners
NEW
Shares1,301
Change+1,301
Value$213.4K
Filed 2026-11-04
WealthBridge Capital Management, LLC
NEW
Shares1,300
Change+1,300
Value$213.2K
Filed 2026-10-16
Reap Financial Group, LLC
UNCHANGED
Shares1,264 from 1,264
Change0 (0%)
Value$207.3K (+$37.2K)
Filed 2026-11-02
Klingman & Associates, LLC
NEW
Shares1,250
Change+1,250
Value$205.0K
Filed 2026-10-20
Private Wealth Partners, LLC
NEW
Shares1,248
Change+1,248
Value$204.7K
Filed 2026-10-22
J.Safra Asset Management Corp
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$204.3K (+$36.7K)
Filed 2026-11-03
Independence Wealth Advisors, LLC
NEW
Shares1,226
Change+1,226
Value$201.1K
Filed 2026-10-29
FSM Wealth Advisors, LLC
NEW
Shares1,159
Change+1,159
Value$202.7K
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$182.5K (+$32.8K)
Filed 2026-10-27
Hanson & Doremus Investment Management
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$174.0K (+$32.0K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares1,054 from 1,437
Change-383 (-27%)
Value$172.8K (-$20.5K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares932 from 745
Change+187 (+25%)
Value$152.8K (+$52.6K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED
Shares780 from 789
Change-9 (-1%)
Value$127.9K (+$21.7K)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$122.0K (+$21.9K)
Filed 2026-10-08
Lodestone Wealth Management LLC
DECREASED
Shares613 from 626
Change-13 (-2%)
Value$100.5K (+$16.3K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$100.5K (+$18.0K)
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$98.6K (+$17.7K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$97.5K (+$17.5K)
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$88.9K (+$16.0K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$83.3K (+$15.0K)
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$80.0K (+$14.4K)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares463 from 1,545
Change-1,082 (-70%)
Value$75.9K (-$132.0K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$63.3K (+$11.4K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$61.5K (+$11.0K)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$53.5K (+$9.6K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$52.0K (+$52.0K)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares311 from 328
Change-17 (-5%)
Value$51.0K (+$6.9K)
Filed 2026-10-22
Bank of New Hampshire
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$49.2K (+$8.8K)
Filed 2026-10-06
Biltmore Family Office, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$49.2K (+$8.8K)
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$49.2K (+$8.8K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares269
Change+269
Value$44.1K
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares253 from 256
Change-3 (-1%)
Value$41.5K (+$7.0K)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$41.0K (+$7.4K)
Filed 2026-10-15
Y.D. More Investments Ltd
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$39.4K (+$7.1K)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$38.5K (+$6.9K)
Filed 2026-10-09
Wagner Wealth Management, LLC
DECREASED
Shares232 from 277
Change-45 (-16%)
Value$38.1K (+$781)
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$37.7K (+$6.8K)
Filed 2026-10-08
Security National Bank
NEW
Shares229
Change+229
Value$37.6K
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$37.9K (+$7.0K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$33.5K (+$6.0K)
Filed 2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$31.5K (+$5.7K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$14.0K (+$14.0K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares176
Change+176
Value$28.9K
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares176 from 237
Change-61 (-26%)
Value$28.9K (-$3.0K)
Filed 2026-10-14
Independence Bank of Kentucky
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$27.1K (+$4.9K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$26.7K (+$4.8K)
Filed 2026-10-23
Accordant Advisory Group Inc
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$24.4K (+$4.4K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$23.0K (+$4.1K)
Filed 2026-11-02
Bullock Wealth Management Group
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$23.0K (+$4.2K)
Filed 2026-10-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$22.0K (+$4.0K)
Filed 2026-11-02
Balentine LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$21.5K (+$3.9K)
Filed 2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$21.3K (+$3.8K)
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$20.8K (+$3.7K)
Filed 2026-10-26
Blue Trust, Inc.
INCREASED
Shares123 from 102
Change+21 (+21%)
Value$20.2K (+$6.4K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares118 from 38
Change+80 (+211%)
Value$19.4K (+$14.2K)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$19.0K (+$3.4K)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$18.5K (+$3.3K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares96
Change+96
Value$15.7K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares84 from 10
Change+74 (+740%)
Value$13.8K (+$12.4K)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$13.4K (+$2.4K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$13.3K (+$2.4K)
Filed 2026-11-03
Financial Consulate, Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$12.3K (+$2.2K)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$12.3K (+$2.2K)
Filed 2026-10-21
Kingdom Financial Group Llc.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$11.2K (+$2.0K)
Filed 2026-11-04
Whipplewood Advisors, LLC
DECREASED
Shares63 from 285
Change-222 (-78%)
Value$10.3K (-$28.0K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$9.5K (+$1.7K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$9.2K (+$1.6K)
Filed 2026-11-02
Davis Capital Management
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$8.5K (+$1.5K)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$7.9K (+$1.4K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares42 from 107
Change-65 (-61%)
Value$6.9K (-$7.6K)
Filed 2026-10-14
DeDora Capital, Inc.
NEW
Shares39
Change+39
Value$6.4K
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.4K (+$1.1K)
Filed 2026-10-06
Cape Investment Advisory, Inc.
NEW
Shares36
Change+36
Value$5.9K
Filed 2026-10-13
Activest Wealth Management
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.9K (+$883)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.9K (+$883)
Filed 2026-10-08
Pacific Center for Financial Services
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.9K (+$706)
Filed 2026-10-15
American National Bank & Trust
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.4K (+$618)
Filed 2026-10-07
Quaker Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.4K (+$618)
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.1K (+$559)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares17 from 6
Change+11 (+183%)
Value$2.8K (+$2.0K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.6K (+$471)
Filed 2026-10-22
Valley National Advisers Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (+$382)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$294)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$294)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.5K (+$265)
Filed 2026-10-16
Thompson Investment Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (+$206)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$492 (+$88)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares2
Change+2
Value$327
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$328 (+$59)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,822
Change-7,822 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Cresta Advisors, Ltd.
CLOSED
Shares0 from 6,554
Change-6,554 (-100%)
Value$0 (-$881.9K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$234.2K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,612
Change-1,612 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-26
Bullseye Investment Management, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$47.1K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$47.1K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 348
Change-348 (-100%)
Value$0 (-$46.8K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$36.3K)
Filed 2026-11-03
Coastline Trust Co
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$14.4K)
Filed 2026-10-01
Tucker Asset Management LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$749.8K (+$107.6K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 1,425,293
Change-1,425,293 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 914,073
Change-914,073 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 851,862
Change-851,862 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 446,700
Change-446,700 (-100%)
Value—
UBS Group AG
N/A
Shares— from 420,485
Change-420,485 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 375,342
Change-375,342 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 237,157
Change-237,157 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 202,690
Change-202,690 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 152,272
Change-152,272 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 145,868
Change-145,868 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 136,129
Change-136,129 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 116,251
Change-116,251 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 111,288
Change-111,288 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 105,364
Change-105,364 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 86,165
Change-86,165 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 81,062
Change-81,062 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 72,861
Change-72,861 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 62,823
Change-62,823 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 62,595
Change-62,595 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 61,017
Change-61,017 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 60,684
Change-60,684 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 52,991
Change-52,991 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 43,644
Change-43,644 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 39,272
Change-39,272 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 37,221
Change-37,221 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,327
Change-33,327 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 31,597
Change-31,597 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 31,094
Change-31,094 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 30,708
Change-30,708 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 30,485
Change-30,485 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 30,268
Change-30,268 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 30,028
Change-30,028 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 28,121
Change-28,121 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 27,567
Change-27,567 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 26,431
Change-26,431 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 24,350
Change-24,350 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 22,409
Change-22,409 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,992
Change-21,992 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20,937
Change-20,937 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,596
Change-20,596 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,206
Change-20,206 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 19,825
Change-19,825 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,479
Change-19,479 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 19,397
Change-19,397 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 19,129
Change-19,129 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 18,797
Change-18,797 (-100%)
Value—
&partners
N/A
Shares— from 17,228
Change-17,228 (-100%)
Value—
FMR LLC
N/A
Shares— from 17,125
Change-17,125 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,583
Change-16,583 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,572
Change-16,572 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,430
Change-16,430 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,052
Change-16,052 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,875
Change-14,875 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,667
Change-14,667 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,620
Change-14,620 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,310
Change-14,310 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,351
Change-12,351 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,134
Change-11,134 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,803
Change-10,803 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,640
Change-10,640 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,435
Change-10,435 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,401
Change-10,401 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,941
Change-9,941 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,701
Change-9,701 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,575
Change-8,575 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,560
Change-8,560 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 7,886
Change-7,886 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Acorn Creek Capital LLC
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 6,038
Change-6,038 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,925
Change-5,925 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,781
Change-5,781 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,526
Change-5,526 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,139
Change-4,139 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Collier Financial
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 800
Change-800 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 707
Change-707 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 585
Change-585 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Quarry LP
N/A
Shares— from 540
Change-540 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 408
Change-408 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 391
Change-391 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 365
Change-365 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 225
Change-225 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 151
Change-151 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 136
Change-136 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 78
Change-78 (-100%)
Value—
Main Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 43
Change-43 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 22
Change-22 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED85,99082,356+3,634+4%$11.1M$14.1M+$3.0M2026-11-02
Commonwealth Equity Services, LLC
INCREASED62,72762,038+689+1%$8.3M$10.3M+$1.9M2026-11-02
Kestra Advisory Services, LLC
INCREASED61,86154,710+7,151+13%$7.4M$10.1M+$2.8M2026-11-02
Independent Financial Group, LLC
INCREASED51,15350,242+911+2%$6.8M$8.4M+$1.6M2026-10-13
Northstar Asset Management Co
DECREASED46,63047,255-625-1%$6.2M$7.8M+$1.5M2026-10-22
Ignite Planners, LLC
DECREASED33,92634,306-380-1%$4.6M$5.6M+$947.3K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED31,4822,900+28,582+986%$385.4K$5.2M+$4.8M2026-10-13
Valley Wealth Managers, Inc.
DECREASED26,86533,019-6,154-19%$4.4M$4.4M-$37.4K2026-10-09
Florin Court Capital LLP
INCREASED24,1008,200+15,900+194%$1.1M$4.0M+$2.8M2026-11-02
Golden State Wealth Management, LLC
DECREASED22,62323,411-788-3%$3.2M$3.7M+$559.8K2026-11-02
D.A. Davidson & Co.
DECREASED21,91922,019-1000%$3.0M$3.6M+$631.6K2026-10-28
Oppenheimer & Co Inc
DECREASED20,42120,787-366-2%$2.8M$3.3M+$551.7K2026-10-26
Cascade Investment Group, Inc.
DECREASED19,14219,875-733-4%$2.7M$3.1M+$464.7K2026-10-13
Great Diamond Partners, LLC
NEW18,619—+18,619——$3.1M—2026-10-13
Simplicity Wealth,LLC
INCREASED17,5816,492+11,089+171%$873.6K$2.9M+$2.0M2026-10-23
Concurrent Investment Advisors, LLC
INCREASED17,3852,060+15,325+744%$277.2K$2.9M+$2.6M2026-10-16
High Point Wealth Management, LLC
UNCHANGED15,83615,83600%$2.1M$2.6M+$466.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED14,79413,604+1,190+9%$1.9M$2.5M+$615.6K2026-10-13
Sage Capital Management, LLC
UNCHANGED14,67914,67900%$2.0M$2.4M+$432.3K2026-10-20
Lanark Financial, Inc.
DECREASED14,50315,733-1,230-8%$2.1M$2.4M+$261.2K2026-10-26
Truist Financial Corp
DECREASED14,46815,642-1,174-8%$2.1M$2.4M+$267.8K2026-10-30
Prospera Financial Services Inc
DECREASED14,43814,509-710%$2.0M$2.3M+$354.4K2026-11-04
Sigma Planning Corp
INCREASED14,08911,769+2,320+20%$1.6M$2.3M+$721.8K2026-10-23
Paragon Private Wealth Management, LLC
UNCHANGED14,06314,06300%$1.9M$2.3M+$413.9K2026-10-20
Fulton Bank, N.A.
DECREASED13,65213,688-360%$1.8M$2.2M+$396.9K2026-10-14
SeaCrest Wealth Management, LLC
DECREASED13,12513,145-200%$1.8M$2.2M+$383.6K2026-10-21
Lido Advisors, LLC
DECREASED12,91613,607-691-5%$1.8M$2.1M+$287.1K2026-11-04
Creative Planning
INCREASED12,73911,509+1,230+11%$1.5M$2.1M+$540.4K2026-11-02
Farther Finance Advisors, LLC
DECREASED12,41012,889-479-4%$1.7M$2.0M+$300.8K2026-10-08
Apollon Financial, LLC
INCREASED12,03711,422+615+5%$1.5M$2.0M+$437.0K2026-10-23
City Holding Co
DECREASED11,75112,471-720-6%$1.7M$1.9M+$248.9K2026-10-19
Segment Wealth Management, LLC
DECREASED11,69711,962-265-2%$1.6M$1.9M+$308.6K2026-10-26
San Luis Wealth Advisors LLC
INCREASED11,40210,695+707+7%$1.4M$1.9M+$430.7K2026-10-27
Apollon Wealth Management, LLC
DECREASED11,30011,519-219-2%$1.5M$1.9M+$303.1K2026-10-23
SP Asset Management LLC
UNCHANGED11,01011,01000%$1.5M$1.8M+$324.0K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED10,1899,627+562+6%$1.3M$1.7M+$375.5K2026-10-30
Vontobel Holding Ltd.
INCREASED10,01010,000+10+0%$1.3M$1.6M+$295.9K2026-10-16
Citigroup Inc
DECREASED9,5099,756-247-3%$1.3M$1.6M+$246.6K2026-11-04
Miramontes Capital, LLC
UNCHANGED9,2809,28000%$1.2M$1.5M+$273.1K2026-10-19
Triumph Capital Management
DECREASED7,9708,808-838-10%$1.2M$1.3M+$121.7K2026-10-14
WealthPlan Investment Management, LLC
INCREASED7,9467,926+20+0%$1.1M$1.3M+$236.5K2026-10-15
Wisconsin Wealth Advisors, LLC
DECREASED7,6298,776-1,147-13%$1.2M$1.3M+$70.1K2026-10-08
Fifth Third Bancorp
DECREASED7,6277,851-224-3%$1.1M$1.3M+$194.3K2026-11-05
IFP Advisors, Inc
DECREASED7,4719,688-2,217-23%$1.3M$1.2M-$78.4K2026-10-16
Endowment Wealth Management, Inc.
INCREASED7,4636,445+1,018+16%$867.2K$1.2M+$356.6K2026-11-03
Park Avenue Securities LLC
NEW6,967—+6,967——$1.1M—2026-10-26
US Bancorp \de\
INCREASED6,9516,058+893+15%$815.2K$1.1M+$324.7K2026-11-05
Pinnacle Associates LTD
UNCHANGED6,8246,82400%$918.2K$1.1M+$200.8K2026-10-20
Meitav Investment House LTD
DECREASED6,6108,035-1,425-18%$1.1M$1.1M+$2.8K2026-10-28
Archford Capital Strategies, LLC
INCREASED6,3286,269+59+1%$843.5K$1.0M+$194.2K2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED5,9545,95400%$801.2K$976.4K+$175.2K2026-10-23
Spire Wealth Management
DECREASED5,9416,402-461-7%$861.4K$974.2K+$112.8K2026-10-30
HB Wealth Management, LLC
UNCHANGED5,5315,53100%$744.3K$907.0K+$162.8K2026-10-23
PFG Advisors
NEW5,517—+5,517——$904.8K—2026-10-16
Flagship Harbor Advisors, LLC
NEW4,885—+4,885——$801.1K—2026-10-26
Gilliland Jeter Wealth Management LLC
UNCHANGED4,8534,85300%$653.0K$795.8K+$142.8K2026-10-28
Carnegie Lake Advisors LLC
DECREASED4,7566,687-1,931-29%$899.8K$1.1M+$196.8K2026-11-03
Chicago Partners Investment Group LLC
DECREASED4,4405,140-700-14%$666.8K$743.1K+$76.3K2026-10-27
Atria Investments, Inc
INCREASED4,4334,277+156+4%$575.5K$726.9K+$151.4K2026-10-15
Caliber Wealth Management, LLC / KS
UNCHANGED4,3754,37500%$588.7K$717.5K+$128.8K2026-11-04
Capstone Wealth Management Group, Inc.
UNCHANGED4,3704,37000%$588.0K$716.6K+$128.6K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED4,3164,153+163+4%$558.9K$707.9K+$149.0K2026-10-23
StoneX Group Inc.
DECREASED4,2004,310-110-3%$579.6K$672.3K+$92.6K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED4,1943,152+1,042+33%$424.1K$687.7K+$263.6K2026-10-21
Cornerstone Wealth Management, LLC
UNCHANGED4,1234,12300%$554.8K$676.2K+$121.4K2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED4,1174,151-34-1%$558.5K$675.1K+$116.6K2026-10-15
Beacon Financial Advisory LLC
UNCHANGED4,0964,09600%$551.2K$671.7K+$120.5K2026-10-16
Northbridge Financial Group, LLC
DECREASED4,0514,119-68-2%$554.3K$692.8K+$138.5K2026-11-05
International Assets Investment Management, LLC
UNCHANGED3,9803,98000%$542.5K$664.6K+$122.0K2026-11-02
Acorn Wealth Advisors, LLC
DECREASED3,7583,815-57-1%$513.3K$616.3K+$103.0K2026-10-19
Carlson Financial, Inc.
DECREASED3,5043,547-43-1%$477.9K$574.6K+$96.7K2026-11-05
VestGen Advisors, LLC
DECREASED3,4453,480-35-1%$468.3K$564.9K+$96.7K2026-10-27
Compass Financial Management LLC
NEW3,423—+3,423——$561.3K—2026-10-30
Perigon Wealth Management, LLC
INCREASED3,3593,108+251+8%$418.2K$550.8K+$132.6K2026-10-22
Manchester Capital Management LLC
UNCHANGED3,2003,20000%$430.6K$524.8K+$94.2K2026-10-22
Capital Investment Advisory Services, LLC
INCREASED3,1672,925+242+8%$393.6K$518.8K+$125.2K2026-10-30
Great Lakes Retirement, Inc.
UNCHANGED3,1573,15700%$424.8K$517.7K+$92.9K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED3,1113,318-207-6%$446.5K$510.1K+$63.6K2026-11-05
Kraft, Davis & Associates, LLC
UNCHANGED3,0383,03800%$419.1K$491.3K+$72.2K2026-10-21
Eagle Strategies LLC
UNCHANGED3,0183,01800%$406.1K$495.0K+$88.8K2026-10-16
Belvedere Trading LLC
INCREASED2,9461,534+1,412+92%$206.4K$483.1K+$276.7K2026-11-05
Stonebridge Financial Group, LLC
NEW2,889—+2,889——$473.7K—2026-10-01
Balance Wealth Partners LLC
DECREASED2,8593,885-1,026-26%$522.7K$468.8K-$53.9K2026-10-27
Pines Wealth Management, LLC
INCREASED2,7902,752+38+1%$370.3K$457.5K+$87.2K2026-10-21
Key Client Fiduciary Advisors, LLC
DECREASED2,7492,816-67-2%$379.0K$450.9K+$71.9K2026-10-19
Beaumont Financial Advisors, LLC
UNCHANGED2,7012,70100%$363.4K$442.9K+$79.5K2026-10-22
LexAurum Advisors, LLC
UNCHANGED2,6592,65900%$357.8K$436.1K+$78.3K2026-10-19
Ballew Advisors, Inc
UNCHANGED2,6122,61200%$352.3K$439.2K+$86.9K2026-10-05
Integrity Alliance, Llc.
NEW2,611—+2,611——$428.3K—2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED2,5662,297+269+12%$309.1K$420.9K+$111.8K2026-10-14
Quad-Cities Investment Group, LLC
UNCHANGED2,5602,56000%$344.5K$419.9K+$75.4K2026-10-16
Fortune Financial Group, Inc.
DECREASED2,5362,566-30-1%$345.3K$415.9K+$70.6K2026-10-22
Harbour Capital Advisors, LLC
UNCHANGED2,5002,50000%$349.4K$410.0K+$60.6K2026-10-13
Trek Financial, LLC
UNCHANGED2,4692,46900%$332.2K$404.9K+$72.7K2026-10-29
Compagnie Lombard Odier SCmA
UNCHANGED2,4252,42500%$326.3K$397.7K+$71.4K2026-11-04
Fonville Wealth Management LLC
UNCHANGED2,4172,41700%$325.2K$396.4K+$71.1K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED2,3472,576-229-9%$346.6K$384.9K+$38.3K2026-10-20
Wealth Effects LLC
INCREASED2,3082,013+295+15%$270.8K$378.4K+$107.6K2026-10-23
Advisor OS, LLC
INCREASED2,2912,133+158+7%$287.0K$375.7K+$88.7K2026-11-03
QTR Family Wealth, LLC
NEW2,222—+2,222——$364.4K—2026-11-02
AlphaStar Capital Management, LLC
UNCHANGED2,1762,17600%$292.8K$356.8K+$64.0K2026-10-16
Bright Financial Advisors, Inc.
UNCHANGED2,1412,14100%$288.1K$351.1K+$63.0K2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED2,1262,349-223-9%$316.0K$348.6K+$32.6K2026-10-16
Choreo, LLC
UNCHANGED2,0922,09200%$281.5K$343.1K+$61.6K2026-10-28
Core Wealth Partners LLC
DECREASED2,0062,157-151-7%$290.2K$329.0K+$38.7K2026-11-02
L. Roy Papp & Associates, LLP
UNCHANGED2,0042,00400%$269.7K$328.6K+$59.0K2026-10-21
Global Assets Advisory, LLC
UNCHANGED2,0002,00000%$274.2K$339.4K+$65.2K2026-10-28
Sterling Investment Advisors, Ltd.
UNCHANGED2,0002,00000%$269.1K$328.0K+$58.9K2026-10-27
Flaharty Asset Management, LLC
DECREASED1,98610,992-9,006-82%$1.5M$334.0K-$1.2M2026-11-02
Wedbush Securities Inc
DECREASED1,9602,015-55-3%$271.0K$321.0K+$50.0K2026-10-22
Assetmark, Inc
INCREASED1,9491,832+117+6%$246.5K$319.6K+$73.1K2026-10-21
Parallel Advisors, LLC
DECREASED1,9362,265-329-15%$304.9K$317.4K+$12.6K2026-11-03
RFG Advisory, LLC
DECREASED1,8138,184-6,371-78%$1.1M$297.3K-$803.9K2026-11-03
United Advisor Group, LLC
UNCHANGED1,8111,81100%$243.7K$297.0K+$53.3K2026-11-03
RDA Financial Network
UNCHANGED1,8101,81000%$243.6K$296.8K+$53.3K2026-10-15
Acropolis Investment Management, LLC
UNCHANGED1,8081,80800%$243.3K$296.5K+$53.2K2026-10-08
Fifth Third Securities, Inc.
DECREASED1,7692,455-686-28%$330.3K$290.1K-$40.2K2026-10-21
Balboa Wealth Partners
DECREASED1,7531,758-50%$236.6K$287.5K+$50.9K2026-10-20
Fulcrum Equity Management
NEW1,701—+1,701——$278.9K—2026-10-21
Private Trust Co NA
UNCHANGED1,6571,65700%$223.0K$271.7K+$48.8K2026-10-20
Quadcap Wealth Management, LLC
DECREASED1,6191,639-20-1%$220.5K$265.5K+$45.0K2026-11-02
IPG Investment Advisors LLC
UNCHANGED1,6001,60000%$215.3K$262.4K+$47.1K2026-10-30
Polaris Financial Partners
NEW1,592—+1,592——$263—2026-10-02
Keystone Wealth Services, LLC
UNCHANGED1,5761,57600%$212.1K$256.5K+$44.4K2026-11-03
HUB Investment Partners, LLC
NEW1,569—+1,569——$257.3K—2026-11-03
Compound Planning, Inc.
NEW1,567—+1,567——$257.0K—2026-11-05
Kestra Investment Management, LLC
NEW1,556—+1,556——$255.2K—2026-11-04
Mission Wealth Management, LP
DECREASED1,5551,752-197-11%$235.8K$255.0K+$19.3K2026-10-15
Carnegie Investment Counsel
UNCHANGED1,5451,54500%$207.9K$253.4K+$45.5K2026-10-20
LightSquare Wealth Management, LLC
DECREASED1,5401,595-55-3%$214.6K$252.6K+$37.9K2026-11-03
Regent Peak Wealth Advisors LLC
UNCHANGED1,5331,53300%$206.3K$251.4K+$45.1K2026-10-13
Indivisible Partners
DECREASED1,5201,546-26-2%$208.0K$249.3K+$41.2K2026-10-26
Essex Bank
NEW1,486—+1,486——$243.7K—2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED1,4721,946-474-24%$261.8K$241.4K-$20.5K2026-10-08
Coquina Private Wealth LLC
NEW1,452—+1,452——$238.1K—2026-10-27
Rockwood Wealth Management, LLC
NEW1,450—+1,450——$237.8K—2026-10-27
Ceera Investments, LLC
NEW1,443—+1,443——$236.6K—2026-11-02
Premier Path Wealth Partners, LLC
DECREASED1,3341,502-168-11%$202.2K$218.7K+$16.5K2026-10-16
71 West Capital Partners
NEW1,301—+1,301——$213.4K—2026-11-04
WealthBridge Capital Management, LLC
NEW1,300—+1,300——$213.2K—2026-10-16
Reap Financial Group, LLC
UNCHANGED1,2641,26400%$170.1K$207.3K+$37.2K2026-11-02
Klingman & Associates, LLC
NEW1,250—+1,250——$205.0K—2026-10-20
Private Wealth Partners, LLC
NEW1,248—+1,248——$204.7K—2026-10-22
J.Safra Asset Management Corp
UNCHANGED1,2461,24600%$167.7K$204.3K+$36.7K2026-11-03
Independence Wealth Advisors, LLC
NEW1,226—+1,226——$201.1K—2026-10-29
FSM Wealth Advisors, LLC
NEW1,159—+1,159——$202.7K—2026-10-27
Rossmore Private Capital
UNCHANGED1,1131,11300%$149.8K$182.5K+$32.8K2026-10-27
Hanson & Doremus Investment Management
UNCHANGED1,0591,05900%$142.0K$174.0K+$32.0K2026-10-16
AlphaCore Capital LLC
DECREASED1,0541,437-383-27%$193.4K$172.8K-$20.5K2026-11-04
Signature Equity Partners, LLC
INCREASED932745+187+25%$100.2K$152.8K+$52.6K2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED780789-9-1%$106.2K$127.9K+$21.7K2026-11-03
Gamma Investing LLC
UNCHANGED74474400%$100.1K$122.0K+$21.9K2026-10-08
Lodestone Wealth Management LLC
DECREASED613626-13-2%$84.2K$100.5K+$16.3K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED61361300%$82.5K$100.5K+$18.0K2026-10-27
Larson Financial Group LLC
UNCHANGED60160100%$80.9K$98.6K+$17.7K2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED59459400%$80.0K$97.5K+$17.5K2026-10-29
North Star Investment Management Corp.
UNCHANGED54254200%$72.9K$88.9K+$16.0K2026-10-27
Key FInancial Inc
UNCHANGED50850800%$68.4K$83.3K+$15.0K2026-11-02
Albion Financial Group
UNCHANGED48848800%$65.7K$80.0K+$14.4K2026-10-21
Cullen T Bankers, Inc.
DECREASED4631,545-1,082-70%$207.9K$75.9K-$132.0K2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED38638600%$51.9K$63.3K+$11.4K2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED37537500%$50.5K$61.5K+$11.0K2026-11-03
Nfsg Corp
UNCHANGED32632600%$43.9K$53.5K+$9.6K2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED31831800%$43$52.0K+$52.0K2026-10-27
SBI Securities Co., Ltd.
DECREASED311328-17-5%$44.1K$51.0K+$6.9K2026-10-22
Bank of New Hampshire
UNCHANGED30030000%$40.4K$49.2K+$8.8K2026-10-06
Biltmore Family Office, LLC
UNCHANGED30030000%$40.4K$49.2K+$8.8K2026-11-03
PFS Partners, LLC
UNCHANGED30030000%$40.4K$49.2K+$8.8K2026-10-21
Provenance Wealth Advisors, LLC
NEW269—+269——$44.1K—2026-10-30
Creative Financial Designs Inc
DECREASED253256-3-1%$34.4K$41.5K+$7.0K2026-11-04
Wolff Wiese Magana LLC
UNCHANGED25025000%$33.6K$41.0K+$7.4K2026-10-15
Y.D. More Investments Ltd
UNCHANGED24024000%$32.3K$39.4K+$7.1K2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED23523500%$31.6K$38.5K+$6.9K2026-10-09
Wagner Wealth Management, LLC
DECREASED232277-45-16%$37.3K$38.1K+$7812026-10-21
CoreCap Advisors, LLC
UNCHANGED23023000%$30.9K$37.7K+$6.8K2026-10-08
Security National Bank
NEW229—+229——$37.6K—2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED22722700%$31.0K$37.9K+$7.0K2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED20420400%$27.5K$33.5K+$6.0K2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED19219200%$25.9K$31.5K+$5.7K2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED18518500%$24$14.0K+$14.0K2026-11-04
GK Wealth Management LLC
NEW176—+176——$28.9K—2026-10-09
Mather Group, Llc.
DECREASED176237-61-26%$31.8K$28.9K-$3.0K2026-10-14
Independence Bank of Kentucky
UNCHANGED16516500%$22.2K$27.1K+$4.9K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED16316300%$21.9K$26.7K+$4.8K2026-10-23
Accordant Advisory Group Inc
UNCHANGED14914900%$20.1K$24.4K+$4.4K2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED14014000%$18.8K$23.0K+$4.1K2026-11-02
Bullock Wealth Management Group
UNCHANGED13813800%$18.8K$23.0K+$4.2K2026-10-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED13513500%$18.0K$22.0K+$4.0K2026-11-02
Balentine LLC
UNCHANGED13113100%$17.6K$21.5K+$3.9K2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED13013000%$17.5K$21.3K+$3.8K2026-11-03
First Bancorp, Inc
UNCHANGED12712700%$17.1K$20.8K+$3.7K2026-10-26
Blue Trust, Inc.
INCREASED123102+21+21%$13.7K$20.2K+$6.4K2026-10-15
Rossby Financial, LCC
INCREASED11838+80+211%$5.1K$19.4K+$14.2K2026-11-05
Nemes Rush Group LLC
UNCHANGED11611600%$15.6K$19.0K+$3.4K2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED11311300%$15.2K$18.5K+$3.3K2026-10-23
Laurel Wealth Advisors LLC
NEW96—+96——$15.7K—2026-10-27
EverSource Wealth Advisors, LLC
INCREASED8410+74+740%$1.3K$13.8K+$12.4K2026-11-04
Concord Wealth Partners
UNCHANGED828200%$11.0K$13.4K+$2.4K2026-11-02
Asset Dedication, LLC
UNCHANGED818100%$10.9K$13.3K+$2.4K2026-11-03
Financial Consulate, Inc
UNCHANGED757500%$10.1K$12.3K+$2.2K2026-10-23
Trust Co of Vermont
UNCHANGED757500%$10.1K$12.3K+$2.2K2026-10-21
Kingdom Financial Group Llc.
UNCHANGED696900%$9.2K$11.2K+$2.0K2026-11-04
Whipplewood Advisors, LLC
DECREASED63285-222-78%$38.4K$10.3K-$28.0K2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED585800%$7.8K$9.5K+$1.7K2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED565600%$7.5K$9.2K+$1.6K2026-11-02
Davis Capital Management
UNCHANGED525200%$7.0K$8.5K+$1.5K2026-10-08
Hilton Head Capital Partners, LLC
UNCHANGED484800%$6.5K$7.9K+$1.4K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED42107-65-61%$14.5K$6.9K-$7.6K2026-10-14
DeDora Capital, Inc.
NEW39—+39——$6.4K—2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED393900%$5.2K$6.4K+$1.1K2026-10-06
Cape Investment Advisory, Inc.
NEW36—+36——$5.9K—2026-10-13
Activest Wealth Management
UNCHANGED303000%$4.0K$4.9K+$8832026-10-15
Toth Financial Advisory Corp
UNCHANGED303000%$4.0K$4.9K+$8832026-10-08
Pacific Center for Financial Services
UNCHANGED242400%$3.2K$3.9K+$7062026-10-15
American National Bank & Trust
UNCHANGED212100%$2.8K$3.4K+$6182026-10-07
Quaker Wealth Management, LLC
UNCHANGED212100%$2.8K$3.4K+$6182026-10-22
Duncker Streett & Co Inc
UNCHANGED191900%$2.6K$3.1K+$5592026-10-27
Silver Grove Financial Group, Inc.
INCREASED176+11+183%$807$2.8K+$2.0K2026-11-05
Barrett & Company, Inc.
UNCHANGED161600%$2.2K$2.6K+$4712026-10-22
Valley National Advisers Inc
UNCHANGED131300%$1.8K$2.1K+$3822026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED101000%$1.3K$1.6K+$2942026-10-27
Signaturefd, LLC
UNCHANGED101000%$1.3K$1.6K+$2942026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED9900%$1.2K$1.5K+$2652026-10-16
Thompson Investment Management, Inc.
UNCHANGED7700%$942$1.1K+$2062026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED3300%$404$492+$882026-10-23
Ascentis Independent Advisors
NEW2—+2——$327—2026-11-03
Main Street Group, LTD
UNCHANGED2200%$269$328+$592026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED07,822-7,822-100%$1.1M$0-$1.1M2026-10-16
Cresta Advisors, Ltd.
CLOSED06,554-6,554-100%$881.9K$0-$881.9K2026-10-14
Avantax Planning Partners, Inc.
CLOSED01,740-1,740-100%$234.2K$0-$234.2K2026-11-03
SmartHarvest Portfolios, LLC
CLOSED01,612-1,612-100%$216.9K$0-$216.9K2026-10-26
Bullseye Investment Management, LLC
CLOSED0350-350-100%$47.1K$0-$47.1K2026-10-29
AdvisorNet Financial, Inc
CLOSED0350-350-100%$47.1K$0-$47.1K2026-10-15
MCF Advisors LLC
CLOSED0348-348-100%$46.8K$0-$46.8K2026-10-28
LFA - Lugano Financial Advisors SA
CLOSED0270-270-100%$36.3K$0-$36.3K2026-11-03
Coastline Trust Co
CLOSED0107-107-100%$14.4K$0-$14.4K2026-10-01
Tucker Asset Management LLC
CLOSED068-68-100%$9.2K$0-$9.2K2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$642.1K$749.8K+$107.6K2026-10-29
Bank of America Corp
N/A—1,425,293-1,425,293-100%$191.8M———
Morgan Stanley
N/A—914,073-914,073-100%$123.0M———
LPL Financial LLC
N/A—851,862-851,862-100%$114.6M———
Two Sigma Investments, LP
N/A—446,700-446,700-100%$60.1M———
UBS Group AG
N/A—420,485-420,485-100%$56.6M———
Wells Fargo & Company
N/A—375,342-375,342-100%$50.5M———
Raymond James Financial Inc
N/A—237,157-237,157-100%$31.9M———
Royal Bank of Canada
N/A—202,690-202,690-100%$27.3M———
Modern Wealth Management, LLC
N/A—152,272-152,272-100%$20.5M———
Ameriprise Financial Inc
N/A—145,868-145,868-100%$19.6M———
Cetera Investment Advisers
N/A—136,129-136,129-100%$18.3M———
JPMorgan Chase & Co
N/A—116,251-116,251-100%$15.4M———
Osaic Holdings, Inc.
N/A—111,288-111,288-100%$15.0M———
Envestnet Asset Management Inc
N/A—105,364-105,364-100%$14.2M———
Kirkwood Financial Services
N/A—86,165-86,165-100%$11.6M———
PNC Financial Services Group, Inc.
N/A—81,062-81,062-100%$10.9M———
Integrated Wealth Concepts LLC
N/A—72,861-72,861-100%$9.8M———
MML Investors Services, LLC
N/A—62,823-62,823-100%$8.5M———
Rockefeller Capital Management L.P.
N/A—62,595-62,595-100%$8.4M———
National Bank of Canada
N/A—61,017-61,017-100%$8.2M———
Private Advisor Group, LLC
N/A—60,684-60,684-100%$8.2M———
Janney Montgomery Scott LLC
N/A—52,991-52,991-100%$7.1M———
Tower Research Capital LLC (TRC)
N/A—43,644-43,644-100%$5.9M———
Stifel Financial Corp
N/A—39,272-39,272-100%$5.3M———
Equitable Holdings, Inc.
N/A—37,221-37,221-100%$5.0M———
NewEdge Advisors, LLC
N/A—33,327-33,327-100%$4.5M———
Money Concepts Capital Corp
N/A—31,597-31,597-100%$4.3M———
Focus Partners Wealth
N/A—31,094-31,094-100%$4.2M———
Proactive Wealth Strategies LLC
N/A—30,708-30,708-100%$4.1M———
Quadrature Capital Ltd
N/A—30,485-30,485-100%$4.1M———
Qube Research & Technologies Ltd
N/A—30,268-30,268-100%$4.1M———
Jaffetilchin Investment Partners, LLC
N/A—30,028-30,028-100%$4.0M———
Wealthfront Advisers LLC
N/A—28,121-28,121-100%$3.8M———
HighTower Advisors, LLC
N/A—27,567-27,567-100%$3.7M———
Plotkin Financial Advisors, LLC
N/A—26,431-26,431-100%$3.6M———
Benjamin Edwards Inc
N/A—24,350-24,350-100%$3.3M———
Prestige Wealth Management Group LLC
N/A—22,409-22,409-100%$3.0M———
Kingsview Wealth Management, LLC
N/A—21,992-21,992-100%$3.0M———
Northwestern Mutual Wealth Management Co
N/A—20,937-20,937-100%$2.8M———
Ameritas Advisory Services, LLC
N/A—20,596-20,596-100%$2.8M———
Harbour Investments, Inc.
N/A—20,206-20,206-100%$2.7M———
Capital Analysts, LLC
N/A—19,825-19,825-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—19,479-19,479-100%$2.6M———
First Trust Advisors LP
N/A—19,397-19,397-100%$2.6M———
Concorde Asset Management, LLC
N/A—19,129-19,129-100%$2.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—18,797-18,797-100%$2.5M———
&partners
N/A—17,228-17,228-100%$2.3M———
FMR LLC
N/A—17,125-17,125-100%$2.3M———
Mutual Advisors, LLC
N/A—16,583-16,583-100%$2.2M———
Citadel Advisors LLC
N/A—16,572-16,572-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—16,430-16,430-100%$2.2M———
Arax Advisory Partners
N/A—16,052-16,052-100%$2.2M———
Gateway Wealth Partners, LLC
N/A—14,875-14,875-100%$2.0M———
Mariner, LLC
N/A—14,667-14,667-100%$2.0M———
Keebeck Wealth Management
N/A—14,620-14,620-100%$2.0M———
HRT Financial LP
N/A—14,310-14,310-100%$1.9M———
Belpointe Asset Management LLC
N/A—12,351-12,351-100%$1.7M———
IFG Advisory, LLC
N/A—11,134-11,134-100%$1.5M———
Sanctuary Advisors, LLC
N/A—10,803-10,803-100%$1.5M———
Cerity Partners LLC
N/A—10,640-10,640-100%$1.4M———
Summit Financial, LLC
N/A—10,525-10,525-100%$1.4M———
WCG Wealth Advisors LLC
N/A—10,435-10,435-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—10,401-10,401-100%$1.4M———
HighPoint Advisor Group LLC
N/A—10,314-10,314-100%$1.4M———
Aptus Capital Advisors, LLC
N/A—9,941-9,941-100%$1.3M———
Smith, Moore & Co.
N/A—9,701-9,701-100%$1.3M———
1776 Wealth LLC
N/A—9,393-9,393-100%$1.3M———
Twin Peaks Wealth Advisors, LLC
N/A—9,310-9,310-100%$1.3M———
Captrust Financial Advisors
N/A—8,985-8,985-100%$1.2M———
Ameritas Investment Partners, Inc.
N/A—8,575-8,575-100%$1.2M———
Mercer Global Advisors Inc
N/A—8,560-8,560-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—8,408-8,408-100%$1.1M———
CreativeOne Wealth, LLC
N/A—8,338-8,338-100%$1.1M———
Waverly Advisors, LLC
N/A—8,300-8,300-100%$1.1M———
Rathbones Group PLC
N/A—7,886-7,886-100%$1.1M———
Peterson Wealth Management
N/A—7,670-7,670-100%$1.0M———
Western Wealth Management, LLC
N/A—7,486-7,486-100%$1.0M———
Dakota Wealth Management
N/A—7,258-7,258-100%$976.6K———
Acorn Creek Capital LLC
N/A—7,246-7,246-100%$975.0K———
XTX Topco Ltd
N/A—7,235-7,235-100%$973.5K———
HBK Sorce Advisory LLC
N/A—6,305-6,305-100%$967.8K———
Merit Financial Group, LLC
N/A—6,126-6,126-100%$824.3K———
Osbon Capital Management LLC
N/A—6,038-6,038-100%$812.6K———
Savant Capital, LLC
N/A—6,019-6,019-100%$891.8K———
Quantinno Capital Management LP
N/A—5,925-5,925-100%$797.3K———
World Investment Advisors
N/A—5,781-5,781-100%$634.8K———
Principal Securities, Inc.
N/A—5,526-5,526-100%$743.6K———
Ally Invest Advisors Inc.
N/A—5,472-5,472-100%$736.3K———
Susquehanna International Group, LLP
N/A—5,386-5,386-100%$724.7K———
WealthCare Investment Partners, LLC
N/A—5,315-5,315-100%$715.2K———
MAI Capital Management
N/A—5,238-5,238-100%$704.8K———
Iconiq Capital, LLC
N/A—5,235-5,235-100%$704.4K———
Tradewinds, Llc.
N/A—5,199-5,199-100%$445.1K———
Main Street Financial Solutions, LLC
N/A—5,140-5,140-100%$691.6K———
Scotia Capital Inc.
N/A—5,108-5,108-100%$687.3K———
Warner Group LLC
N/A—4,822-4,822-100%$648.9K———
PFG Investments, LLC
N/A—4,759-4,759-100%$640.4K———
Two Sigma Securities, LLC
N/A—4,756-4,756-100%$640.0K———
IHT Wealth Management, LLC
N/A—4,731-4,731-100%$636.6K———
Barclays PLC
N/A—4,702-4,702-100%$632.7K———
Reliant Investment Partners, LLC
N/A—4,700-4,700-100%$632.4K———
BlackRock, Inc.
N/A—4,139-4,139-100%$556.9K———
Glassman Wealth Services
N/A—3,757-3,757-100%$505.5K———
Baker Avenue Asset Management, LP
N/A—3,741-3,741-100%$503.4K———
Pinnacle Financial Partners, Inc.
N/A—3,735-3,735-100%$502.6K———
Advisory Services Network, LLC
N/A—3,649-3,649-100%$491.0K———
Jane Street Group, LLC
N/A—3,619-3,619-100%$487.0K———
Transcend Capital Advisors, LLC
N/A—3,603-3,603-100%$484.8K———
Alpine Woods Capital Investors, LLC
N/A—3,500-3,500-100%$471.0K———
Kovack Advisors, Inc.
N/A—3,446-3,446-100%$469.3K———
Stonebridge Financial Planning Group, LLC
N/A—3,357-3,357-100%$451.8K———
Prelude Capital Management, LLC
N/A—3,300-3,300-100%$444.0K———
Unconventional Investor, LLC
N/A—3,291-3,291-100%$442.8K———
Bawa N Mallick Trust
N/A—3,123-3,123-100%$420.2K———
Mason & Associates Inc
N/A—3,067-3,067-100%$412.7K———
Arkadios Wealth Advisors
N/A—3,012-3,012-100%$405.3K———
FSB Premier Wealth Management, Inc.
N/A—2,890-2,890-100%$388.9K———
EP Wealth Advisors, LLC
N/A—2,815-2,815-100%$378.8K———
O'shaughnessy Asset Management, LLC
N/A—2,809-2,809-100%$378.0K———
Klcm Advisors, Inc.
N/A—2,714-2,714-100%$365.1K———
NewEdge Wealth, LLC
N/A—2,678-2,678-100%$360.4K———
Harvest Investment Services, LLC
N/A—2,647-2,647-100%$356.2K———
Fortis Capital Advisors, LLC
N/A—2,637-2,637-100%$354.8K———
Forum Finance Group S.A.
N/A—2,585-2,585-100%$281———
Bank of Montreal
N/A—2,556-2,556-100%$343.9K———
Sequent Planning LLC
N/A—2,351-2,351-100%$316.4K———
Snowden Capital Advisors LLC
N/A—2,331-2,331-100%$313.6K———
Gladstone Institutional Advisory LLC
N/A—2,326-2,326-100%$312.9K———
BFC Planning, Inc.
N/A—2,235-2,235-100%$300.7K———
Pinnacle Family Advisors, LLC
N/A—2,225-2,225-100%$299.4K———
MJP Associates Inc
N/A—2,128-2,128-100%$286.4K———
Migdal Insurance & Financial Holdings Ltd.
N/A—2,095-2,095-100%$278.4K———
Cresset Asset Management, LLC
N/A—2,093-2,093-100%$281.6K———
Pine Valley Investments Ltd Liability Co
N/A—2,075-2,075-100%$279.2K———
Blair William & Co
N/A—2,064-2,064-100%$277.7K———
Great Valley Advisor Group, Inc.
N/A—2,051-2,051-100%$275.6K———
Meridian Wealth Advisors, LLC
N/A—1,995-1,995-100%$268.4K———
Baird Financial Group, Inc.
N/A—1,974-1,974-100%$265.6K———
Legacy Financial Advisors, Inc.
N/A—1,971-1,971-100%$265.2K———
Alteri Wealth LLC
N/A—1,911-1,911-100%$257.1K———
Banco Santander, S.A.
N/A—1,890-1,890-100%$254.3K———
Brown Advisory Inc
N/A—1,885-1,885-100%$253.6K———
Collier Financial
N/A—1,858-1,858-100%$250.0K———
CIBC Bancorp USA Inc.
N/A—1,850-1,850-100%$248.9K———
Traction Financial Partners, LLC
N/A—1,835-1,835-100%$246.9K———
Bank Hapoalim BM
N/A—1,779-1,779-100%$239.0K———
Game Plan Financial Advisors, LLC
N/A—1,704-1,704-100%$229.3K———
Trexquant Investment LP
N/A—1,685-1,685-100%$226.7K———
Global Retirement Partners, LLC
N/A—1,660-1,660-100%$223.4K———
UBS Asset Management Americas LLC
N/A—1,640-1,640-100%$220.7K———
Whittier Trust Co of Nevada Inc
N/A—1,634-1,634-100%$227.1K———
Tidemark, LLC
N/A—1,629-1,629-100%$219.2K———
Cascade Financial Partners, LLC
N/A—1,594-1,594-100%$214.5K———
Gotham Asset Management, LLC
N/A—1,590-1,590-100%$214.0K———
IEQ Capital, LLC
N/A—1,559-1,559-100%$209.8K———
Beacon Pointe Advisors, LLC
N/A—1,549-1,549-100%$208.4K———
Wealth Management Associates, Inc.
N/A—1,540-1,540-100%$207.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,427-1,427-100%$192.0K———
Banque Cantonale Vaudoise
N/A—1,386-1,386-100%$186.0K———
Ankerstar Wealth, LLC
N/A—1,320-1,320-100%$177.6K———
Geneos Wealth Management Inc.
N/A—1,297-1,297-100%$174.5K———
AE Wealth Management LLC
N/A—1,281-1,281-100%$172.4K———
GeoWealth Management, LLC
N/A—1,279-1,279-100%$172.1K———
BNP Paribas Financial Markets
N/A—1,236-1,236-100%$166.3K———
Founders Financial Alliance, LLC
N/A—1,220-1,220-100%$164.3K———
Colonial Trust Co / SC
N/A—1,100-1,100-100%$146.2K———
Colonial Trust Advisors
N/A—1,058-1,058-100%$142.4K———
Anchor Investment Management, LLC
N/A—1,039-1,039-100%$139.8K———
Centaurus Financial, Inc.
N/A—824-824-100%$111.0K———
Huntington National Bank
N/A—800-800-100%$107.6K———
Fiduciary Financial Advisors
N/A—707-707-100%$95.2K———
Topsail Wealth Management, LLC
N/A—598-598-100%$80.5K———
Luken Investment Analytics, LLC
N/A—589-589-100%$79.3K———
FAS Wealth Partners, Inc.
N/A—585-585-100%$78.7K———
Innovative Asset Advisors Group, LLC
N/A—550-550-100%$74.0K———
Quarry LP
N/A—540-540-100%$72.7K———
Federation des caisses Desjardins du Quebec
N/A—408-408-100%$54.9K———
Morse Asset Management, Inc
N/A—391-391-100%$52.6K———
Allworth Financial LP
N/A—365-365-100%$49.1K———
Ameriflex Group, Inc.
N/A—324-324-100%$43.6K———
Winch Advisory Services, LLC
N/A—314-314-100%$42.2K———
Continuum Advisory, LLC
N/A—298-298-100%$40.1K———
Keating Financial Advisory Services, Inc.
N/A—258-258-100%$34.7K———
Russell Investments Group, Ltd.
N/A—258-258-100%$34.7K———
Franklin Resources Inc
N/A—250-250-100%$33.6K———
Lowe Brockenbrough & Co Inc
N/A—225-225-100%$30.3K———
BOK Financial Private Wealth, Inc.
N/A—200-200-100%$26.9K———
HM Payson & Co
N/A—151-151-100%$20.3K———
N.E.W. Advisory Services LLC
N/A—150-150-100%$20.2K———
Benson Wealth Management Inc
N/A—136-136-100%$18.3K———
Mpwm Advisory Solutions, LLC
N/A—111-111-100%$14.9K———
Dunhill Financial, LLC
N/A—101-101-100%$13.6K———
Strategic Wealth Partners, Ltd.
N/A—100-100-100%$13.5K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$13.5K———
Smartleaf Asset Management LLC
N/A—94-94-100%$12.5K———
Burnham & Co LLC
N/A—89-89-100%$12.0K———
Lavaca Capital LLC
N/A—89-89-100%$12.0K———
Ancora Advisors LLCA
N/A—78-78-100%$10.5K———
Main Management LLC
N/A—65-65-100%$9———
Edmond de Rothschild Holding S.A.
N/A—55-55-100%$7.4K———
Aventura Private Wealth, LLC
N/A—50-50-100%$6.7K———
Jones Financial Companies Lllp
N/A—43-43-100%$5.6K———
Truvestments Capital LLC
N/A—42-42-100%$5.7K———
FWL Investment Management, LLC
N/A—41-41-100%$5.6K———
Fortis Group Advisors, LLC
N/A—36-36-100%$4.8K———
Godfrey Financial Associates, Inc.
N/A—35-35-100%$4.7K———
Darwin Wealth Management, LLC
N/A—32-32-100%$4.3K———
Horizon Investments, LLC
N/A—28-28-100%$3.8K———
Steigerwald, Gordon & Koch Inc.
N/A—26-26-100%$3.5K———
Hantz Financial Services, Inc.
N/A—25-25-100%$3———
Institute for Wealth Management, Llc.
N/A—25-25-100%$3.4K———
Whittier Trust Co
N/A—22-22-100%$3.0K———
Bogart Wealth, LLC
N/A—19-19-100%$2.6K———
Medallion Wealth Advisors, LLC
N/A—4-4-100%$538———
SHP Wealth Management
N/A—2-2-100%$269———
Showing 453 of 453 institutions