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First Trust North American E (EMLP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares4,410,779 from 4,351,092
Change+59,687 (+1%)
Value$180.8M (-$8.5M)
Filed 2026-10-22
Glenview Trust Co
INCREASED
Shares2,472,222 from 2,464,673
Change+7,549 (+0%)
Value$101.3M (-$5.9M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares952,045 from 908,936
Change+43,109 (+5%)
Value$39.0M (-$514.4K)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares946,366 from 933,490
Change+12,876 (+1%)
Value$38.8M (-$1.8M)
Filed 2026-10-27
Welch & Forbes LLC
DECREASED
Shares927,764 from 937,533
Change-9,769 (-1%)
Value$38.0M (-$2.8M)
Filed 2026-11-04
Lee Financial Co
INCREASED
Shares704,316 from 693,567
Change+10,749 (+2%)
Value$28.9M (-$1.3M)
Filed 2026-10-16
Barry Investment Advisors, LLC
INCREASED
Shares560,385 from 502,343
Change+58,042 (+12%)
Value$23.0M (+$1.1M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares526,225 from 493,559
Change+32,666 (+7%)
Value$21.6M (+$100.1K)
Filed 2026-10-30
New England Private Wealth Advisors LLC
DECREASED
Shares311,522 from 311,610
Change-88 (0%)
Value$12.8M (-$1.2M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares243,875 from 258,935
Change-15,060 (-6%)
Value$10.0M (-$1.3M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares226,633 from 229,096
Change-2,463 (-1%)
Value$9.3M (-$676.0K)
Filed 2026-11-02
Park National Corp
DECREASED
Shares217,360 from 217,988
Change-628 (0%)
Value$8.9M (-$572.9K)
Filed 2026-10-05
Certuity, LLC
INCREASED
Shares211,177 from 170,353
Change+40,824 (+24%)
Value$8.7M (+$1.2M)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
NEW
Shares208,816
Change+208,816
Value$8.6M
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares199,214 from 197,600
Change+1,614 (+1%)
Value$8.2M (-$429.8K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
DECREASED
Shares196,029 from 197,288
Change-1,259 (-1%)
Value$8.0M (-$546.8K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares190,771 from 196,225
Change-5,454 (-3%)
Value$7.8M (-$716.1K)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
DECREASED
Shares184,550 from 211,073
Change-26,523 (-13%)
Value$7.6M (-$1.6M)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares173,198 from 166,609
Change+6,589 (+4%)
Value$7.1M (-$148.1K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares157,446 from 161,993
Change-4,547 (-3%)
Value$6.5M (-$593.0K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares145,746 from 121,932
Change+23,814 (+20%)
Value$6.0M (+$670.1K)
Filed 2026-10-15
Appleton Partners Inc
INCREASED
Shares129,609 from 128,718
Change+891 (+1%)
Value$5.3M (-$286.0K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED
Shares121,296 from 120,778
Change+518 (+0%)
Value$5.0M (-$281.9K)
Filed 2026-10-20
Flagstar Securities, Inc
INCREASED
Shares117,827 from 113,846
Change+3,981 (+4%)
Value$4.8M (-$122.6K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares112,810 from 107,097
Change+5,713 (+5%)
Value$4.6M (-$34.6K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares107,018 from 107,171
Change-153 (0%)
Value$4.7M (-$115.0K)
Filed 2026-10-27
Beacon Financial Group
DECREASED
Shares102,941 from 106,888
Change-3,947 (-4%)
Value$4.2M (-$430.1K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
DECREASED
Shares99,661 from 100,358
Change-697 (-1%)
Value$4.1M (-$280.5K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
INCREASED
Shares89,048 from 88,361
Change+687 (+1%)
Value$3.7M (-$294.4K)
Filed 2026-10-29
Hobart Private Capital, LLC
DECREASED
Shares79,202 from 153,868
Change-74,666 (-49%)
Value$3.2M (-$3.4M)
Filed 2026-10-19
Landmark Wealth Management, LLC
INCREASED
Shares79,133 from 76,740
Change+2,393 (+3%)
Value$3.2M (-$94.5K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares78,406 from 75,539
Change+2,867 (+4%)
Value$3.5M (+$212.6K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares77,323 from 33,238
Change+44,085 (+133%)
Value$3.2M (+$1.7M)
Filed 2026-11-05
Crumly & Associates Inc.
UNCHANGED
Shares72,836 from 72,836
Change0 (0%)
Value$3.0M (-$182.8K)
Filed 2026-10-07
VestGen Advisors, LLC
INCREASED
Shares63,924 from 61,076
Change+2,848 (+5%)
Value$2.6M (-$36.6K)
Filed 2026-10-27
True Blue Financial, LLC
DECREASED
Shares62,377 from 70,943
Change-8,566 (-12%)
Value$2.6M (-$529.2K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
DECREASED
Shares60,758 from 61,507
Change-749 (-1%)
Value$2.5M (-$185.1K)
Filed 2026-10-26
Focused Alpha, LLC
INCREASED
Shares57,829 from 55,496
Change+2,333 (+4%)
Value$2.4M (-$43.6K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares57,351 from 15,889
Change+41,462 (+261%)
Value$2.4M (+$1.7M)
Filed 2026-10-08
Auour Investments LLC
INCREASED
Shares53,649 from 53,279
Change+370 (+1%)
Value$2.2M (-$118.6K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares52,153
Change+52,153
Value$2.1M
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares49,730 from 46,412
Change+3,318 (+7%)
Value$2.0M (+$19.5K)
Filed 2026-10-16
Cambridge Advisors Inc.
DECREASED
Shares46,219 from 47,690
Change-1,471 (-3%)
Value$1.9M (-$180.0K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares45,507 from 49,262
Change-3,755 (-8%)
Value$1.9M (-$277.6K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares43,348 from 41,624
Change+1,724 (+4%)
Value$1.8M (-$33.9K)
Filed 2026-11-04
Wagner Wealth Management, LLC
INCREASED
Shares40,958 from 40,650
Change+308 (+1%)
Value$1.7M (-$89.4K)
Filed 2026-10-21
Walker Asset Management, LLC
DECREASED
Shares40,588 from 41,436
Change-848 (-2%)
Value$1.7M (-$138.8K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
DECREASED
Shares40,572 from 42,604
Change-2,032 (-5%)
Value$1.7M (-$190.2K)
Filed 2026-11-04
Puff Wealth Management, LLC
DECREASED
Shares40,276 from 48,950
Change-8,674 (-18%)
Value$1.7M (-$478.4K)
Filed 2026-10-07
Sigma Planning Corp
DECREASED
Shares39,941 from 46,569
Change-6,628 (-14%)
Value$1.6M (-$388.6K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
DECREASED
Shares39,128 from 39,828
Change-700 (-2%)
Value$1.6M (-$128.7K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares38,476 from 33,328
Change+5,148 (+15%)
Value$1.6M (+$127.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares38,343 from 38,004
Change+339 (+1%)
Value$1.6M (-$81.5K)
Filed 2026-10-16
Partners Wealth Management, LLC
INCREASED
Shares37,585 from 31,825
Change+5,760 (+18%)
Value$1.5M (+$156.2K)
Filed 2026-10-28
Keystone Financial Group, Inc.
DECREASED
Shares33,911 from 82,314
Change-48,403 (-59%)
Value$1.4M (-$2.2M)
Filed 2026-10-13
American Institute for Advanced Investment Management, LLP
INCREASED
Shares32,265 from 22,895
Change+9,370 (+41%)
Value$1.3M (+$326.6K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
NEW
Shares31,402
Change+31,402
Value$1.3M
Filed 2026-11-05
Cottonwood Capital Advisors, LLC
DECREASED
Shares31,331 from 31,385
Change-54 (0%)
Value$1.3M (-$81.0K)
Filed 2026-10-20
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares27,790 from 27,683
Change+107 (+0%)
Value$1.1M (-$65.1K)
Filed 2026-10-14
Apella Capital, LLC
DECREASED
Shares27,008 from 27,076
Change-68 (0%)
Value$1.1M (-$57.6K)
Filed 2026-10-08
Greenwood Capital Associates LLC
INCREASED
Shares26,930 from 22,584
Change+4,346 (+19%)
Value$1.1M (+$121.5K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED
Shares26,184 from 26,105
Change+79 (+0%)
Value$1.1M (-$62.3K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares25,575 from 25,298
Change+277 (+1%)
Value$1.0M (-$52.1K)
Filed 2026-10-13
Aprio Wealth Management, LLC
UNCHANGED
Shares25,417 from 25,417
Change0 (0%)
Value$1.0M (-$63.8K)
Filed 2026-10-28
Worthington Financial Partners, LLC
INCREASED
Shares25,305 from 25,194
Change+111 (+0%)
Value$1.0M (-$58.7K)
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares24,644 from 24,918
Change-274 (-1%)
Value$1.0M (-$73.8K)
Filed 2026-10-13
G&S Capital LLC
DECREASED
Shares23,848 from 24,063
Change-215 (-1%)
Value$977.5K (-$69.2K)
Filed 2026-10-23
Magnus Financial Group LLC
DECREASED
Shares23,148 from 23,635
Change-487 (-2%)
Value$948.8K (-$79.3K)
Filed 2026-10-21
Objective Capital Management, LLC
INCREASED
Shares22,657 from 22,647
Change+10 (+0%)
Value$928.7K (-$56.5K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares22,580 from 21,077
Change+1,503 (+7%)
Value$925.6K (+$8.7K)
Filed 2026-10-08
Wagner Wealth Management, Corp
INCREASED
Shares22,314 from 20,684
Change+1,630 (+8%)
Value$914.7K (+$14.9K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
DECREASED
Shares22,269 from 22,650
Change-381 (-2%)
Value$912.8K (-$72.5K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,485 from 16,390
Change+5,095 (+31%)
Value$910.3K (+$192.6K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
UNCHANGED
Shares21,176 from 21,176
Change0 (0%)
Value$868.0K (-$53.2K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares20,610 from 20,496
Change+114 (+1%)
Value$844.8K (-$46.8K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares20,025 from 17,735
Change+2,290 (+13%)
Value$820.8K (+$49.4K)
Filed 2026-10-29
Stegent Equity Advisors, Inc.
UNCHANGED
Shares19,991 from 19,991
Change0 (0%)
Value$819.4K (-$50.2K)
Filed 2026-10-13
Northwest Wealth Management, LLC
INCREASED
Shares19,190 from 19,144
Change+46 (+0%)
Value$786.6K (-$46.2K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares19,122 from 18,194
Change+928 (+5%)
Value$783.8K (-$7.6K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares18,765 from 18,818
Change-53 (0%)
Value$769.2K (-$49.4K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares18,318 from 18,205
Change+113 (+1%)
Value$750.9K (-$41.1K)
Filed 2026-10-23
Asset One Wealth Management LLC
UNCHANGED
Shares17,338 from 17,338
Change0 (0%)
Value$710.7K (-$49.8K)
Filed 2026-11-02
Kraematon Investment Advisors, Inc
INCREASED
Shares17,087 from 17,032
Change+55 (+0%)
Value$700.4K (-$40.5K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
NEW
Shares16,588
Change+16,588
Value$736.7K
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares16,137 from 10,538
Change+5,599 (+53%)
Value$661.5K (+$203.1K)
Filed 2026-11-04
Sheets Smith Wealth Management
INCREASED
Shares15,730 from 15,213
Change+517 (+3%)
Value$644.8K (-$17.0K)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares15,283 from 15,244
Change+39 (+0%)
Value$626.4K (-$36.7K)
Filed 2026-10-28
LifeWealth Investments, LLC
NEW
Shares14,973
Change+14,973
Value$613.7K
Filed 2026-10-21
Integrated Advisors Network LLC
NEW
Shares14,529
Change+14,529
Value$595.5K
Filed 2026-10-20
Colorado Capital Management, Inc.
DECREASED
Shares14,301 from 14,925
Change-624 (-4%)
Value$586.0K (+$585.4K)
Filed 2026-10-15
Aspen Investment Management Inc
DECREASED
Shares14,270 from 14,670
Change-400 (-3%)
Value$585.0K (+$584.4K)
Filed 2026-11-05
Wealth Effects LLC
DECREASED
Shares14,031 from 14,196
Change-165 (-1%)
Value$575.1K (-$42.4K)
Filed 2026-10-23
Cascade Investment Group, Inc.
INCREASED
Shares13,627 from 12,480
Change+1,147 (+9%)
Value$558.6K (+$15.7K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares13,587 from 13,472
Change+115 (+1%)
Value$556.9K (-$29.1K)
Filed 2026-10-28
Winebrenner Capital Management LLC
DECREASED
Shares13,361 from 14,457
Change-1,096 (-8%)
Value$547.7K (-$81.2K)
Filed 2026-10-07
Beam Wealth Advisors, Inc.
DECREASED
Shares13,209 from 13,368
Change-159 (-1%)
Value$541.4K (-$40.1K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares13,051 from 13,131
Change-80 (-1%)
Value$535.0K (-$36.2K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares12,836 from 12,736
Change+100 (+1%)
Value$543.8K (-$13.9K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares12,656 from 12,656
Change0 (0%)
Value$550.5K ($0)
Filed 2026-10-26
Prosperity Financial Group, Inc.
DECREASED
Shares11,705 from 12,509
Change-804 (-6%)
Value$479.8K (-$64.4K)
Filed 2026-10-29
Castle Rock Wealth Management, LLC
UNCHANGED
Shares11,580 from 11,580
Change0 (0%)
Value$491.0K (-$8.5K)
Filed 2026-10-09
Retirement Planning Group, LLC
UNCHANGED
Shares11,438 from 11,438
Change0 (0%)
Value$468.8K (-$28.7K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares10,899 from 11,461
Change-562 (-5%)
Value$446.8K (-$51.8K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares10,676 from 11,307
Change-631 (-6%)
Value$437.6K (-$54.2K)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares10,399 from 7,785
Change+2,614 (+34%)
Value$427.6K (+$88.5K)
Filed 2026-10-28
MTM Investment Management, LLC
DECREASED
Shares10,066 from 10,477
Change-411 (-4%)
Value$412.6K (-$43.1K)
Filed 2026-10-30
Sovran Advisors, LLC
DECREASED
Shares9,980 from 11,927
Change-1,947 (-16%)
Value$445.1K (-$78.7K)
Filed 2026-11-02
Howard Financial Services, Ltd.
INCREASED
Shares9,835 from 9,759
Change+76 (+1%)
Value$403.1K (-$21.4K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares9,814 from 7,730
Change+2,084 (+27%)
Value$402.3K (+$66.0K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares9,762 from 9,758
Change+4 (+0%)
Value$400.1K (-$24.4K)
Filed 2026-10-28
Allen Capital Group, LLC
UNCHANGED
Shares9,734 from 9,734
Change0 (0%)
Value$399.0K (-$24.4K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
INCREASED
Shares9,463 from 8,795
Change+668 (+8%)
Value$387.9K (+$5.3K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED
Shares9,411 from 9,902
Change-491 (-5%)
Value$385.8K (-$45.0K)
Filed 2026-10-23
Ballew Advisors, Inc
DECREASED
Shares9,379 from 9,479
Change-100 (-1%)
Value$389.6K (-$24.6K)
Filed 2026-10-05
Wedbush Securities Inc
INCREASED
Shares8,657 from 8,496
Change+161 (+2%)
Value$355.0K (-$15.0K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares8,447 from 8,603
Change-156 (-2%)
Value$346.2K (-$28.0K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
INCREASED
Shares8,303 from 6,826
Change+1,477 (+22%)
Value$340.4K (+$43.4K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares8,085 from 11,877
Change-3,792 (-32%)
Value$331.4K (-$185.3K)
Filed 2026-11-05
National Wealth Management Group, LLC
INCREASED
Shares7,744 from 7,701
Change+43 (+1%)
Value$317.4K (-$17.6K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares7,490 from 7,185
Change+305 (+4%)
Value$307.0K (-$6.0K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares7,242 from 7,909
Change-667 (-8%)
Value$296.9K (-$47.2K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares7,112 from 7,112
Change0 (0%)
Value$291.5K (-$17.9K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$313.1K (+$7.7K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares6,905 from 6,181
Change+724 (+12%)
Value$288.7K (+$18.2K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$282.8K (-$17.3K)
Filed 2026-10-14
MV Capital Management, Inc.
UNCHANGED
Shares6,775 from 6,775
Change0 (0%)
Value$277.7K (-$17.0K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares6,745 from 5,748
Change+997 (+17%)
Value$276.5K (+$26.4K)
Filed 2026-10-14
International Assets Investment Management, LLC
UNCHANGED
Shares6,717 from 6,717
Change0 (0%)
Value$277.2K (-$12.5K)
Filed 2026-11-02
Clark Asset Management, LLC
UNCHANGED
Shares6,119 from 6,119
Change0 (0%)
Value$250.8K (-$15.4K)
Filed 2026-10-19
Investors Research Corp
DECREASED
Shares5,923 from 6,796
Change-873 (-13%)
Value$242.8K (-$52.8K)
Filed 2026-10-07
Nations Financial Group Inc,
UNCHANGED
Shares5,781 from 5,781
Change0 (0%)
Value$237.0K (-$14.5K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares5,766 from 5,766
Change0 (0%)
Value$236.3K (-$14.5K)
Filed 2026-10-27
Steinberganna Wealth Management
DECREASED
Shares5,689 from 5,863
Change-174 (-3%)
Value$233.2K (-$21.9K)
Filed 2026-10-23
Chapin Davis, Inc.
UNCHANGED
Shares5,636 from 5,636
Change0 (0%)
Value$231.0K (-$14.1K)
Filed 2026-10-09
Avior Wealth Management, LLC
UNCHANGED
Shares5,595 from 5,595
Change0 (0%)
Value$229.3K (-$14.0K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
NEW
Shares5,434
Change+5,434
Value$222.7K
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares5,333 from 5,330
Change+3 (+0%)
Value$218.6K (-$13.3K)
Filed 2026-10-29
Davis Investment Partners, LLC
NEW
Shares5,325
Change+5,325
Value$218.3K
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares5,108 from 5,173
Change-65 (-1%)
Value$209.4K (-$15.6K)
Filed 2026-10-16
Peterson Wealth Advisors, LLC
DECREASED
Shares5,065 from 5,308
Change-243 (-5%)
Value$207.6K (-$23.3K)
Filed 2026-10-08
Gamma Investing LLC
UNCHANGED
Shares4,942 from 4,942
Change0 (0%)
Value$202.6K (-$12.4K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
UNCHANGED
Shares4,924 from 4,924
Change0 (0%)
Value$201.8K (-$12.4K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares4,683 from 4,033
Change+650 (+16%)
Value$192.0K (+$16.5K)
Filed 2026-10-15
Signature Equity Partners, LLC
NEW
Shares4,119
Change+4,119
Value$168.8K
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares3,997 from 2,777
Change+1,220 (+44%)
Value$163.9K (+$43.0K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares3,880 from 3,651
Change+229 (+6%)
Value$159.0K (+$202)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares3,683 from 3,696
Change-13 (0%)
Value$151.0K (-$9.8K)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares3,367 from 200
Change+3,167 (+1584%)
Value$138.0K (+$129.3K)
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares3,228
Change+3,228
Value$132.3K
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares3,152 from 3,152
Change0 (0%)
Value$129.2K (-$7.9K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$85.3K (-$5.2K)
Filed 2026-10-05
Holos Integrated Wealth LLC
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$88.1K (-$3.0K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares2,056 from 2,463
Change-407 (-17%)
Value$84 (-$23)
Filed 2026-10-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$79.2K (-$4.8K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares1,701 from 901
Change+800 (+89%)
Value$69.7K (+$30.5K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$69.4K (-$4.3K)
Filed 2026-10-02
Hoese & Co LLP
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$69.1K (-$4.2K)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares1,569 from 1,567
Change+2 (+0%)
Value$64.3K (-$3.9K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares1,559 from 1,558
Change+1 (+0%)
Value$63.9K (-$3.9K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,510 from 800
Change+710 (+89%)
Value$61.9K (+$27.1K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$51.6K (-$3.2K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$41.2K (-$2.5K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$41.0K (-$2.5K)
Filed 2026-10-05
Parallel Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$41.0K (-$2.5K)
Filed 2026-11-03
Reap Financial Group, LLC
DECREASED
Shares935 from 1,130
Change-195 (-17%)
Value$38.3K (-$10.8K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares924
Change+924
Value$37.9K
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$34.1K (-$2.1K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED
Shares806 from 500
Change+306 (+61%)
Value$33.0K (+$11.3K)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$32.5K (-$2.0K)
Filed 2026-10-08
Duncker Streett & Co Inc
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$30.1K (-$1.8K)
Filed 2026-10-27
Decker Retirement Planning Inc.
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$29.4K (-$1.8K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
DECREASED
Shares662 from 702
Change-40 (-6%)
Value$27.1K (-$3.4K)
Filed 2026-10-13
City Holding Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$24.6K (-$1.5K)
Filed 2026-10-19
SBI Securities Co., Ltd.
DECREASED
Shares476 from 499
Change-23 (-5%)
Value$19.5K (-$2.2K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares457 from 453
Change+4 (+1%)
Value$18.7K (-$994)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares411
Change+411
Value$16.9K
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$13.4K (-$823)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$11.3K (-$589)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares241 from 240
Change+1 (+0%)
Value$9.9K (-$600)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.2K (-$502)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$7.8K (-$477)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares173 from 172
Change+1 (+1%)
Value$7.1K (-$377)
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares150 from 219
Change-69 (-32%)
Value$6.1K (-$3.4K)
Filed 2026-10-28
Rossby Financial, LCC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$5.4K (-$331)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares128
Change+128
Value$5.2K
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$4.3K (-$267)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.2K (-$194)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares53 from 51
Change+2 (+4%)
Value$2 ($0)
Filed 2026-10-30
North Star Investment Management Corp.
DECREASED
Shares52 from 102
Change-50 (-49%)
Value$2.1K (-$2.3K)
Filed 2026-10-27
Raleigh Capital Management Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$94 (-$5)
Filed 2026-10-28
Inscription Capital, LLC
CLOSED
Shares0 from 27,455
Change-27,455 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Ardent Capital Management, Inc.
CLOSED
Shares0 from 5,280
Change-5,280 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-16
DDD Partners, LLC
CLOSED
Shares0 from 4,826
Change-4,826 (-100%)
Value$0 (-$209.9K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$82.7K)
Filed 2026-11-03
Solstein Capital, LLC
CLOSED
Shares0 from 1,317
Change-1,317 (-100%)
Value$0 (-$57.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,206
Change-1,206 (-100%)
Value$0 (-$52.4K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-13
Bokf, NA
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-27
Key FInancial Inc
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 18,073,454
Change-18,073,454 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,008,231
Change-3,008,231 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,813,338
Change-2,813,338 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,723,272
Change-2,723,272 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,550,741
Change-2,550,741 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,398,241
Change-2,398,241 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,078,591
Change-2,078,591 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 1,632,808
Change-1,632,808 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,410,582
Change-1,410,582 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,359,266
Change-1,359,266 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,022,028
Change-1,022,028 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,016,293
Change-1,016,293 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 929,828
Change-929,828 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 917,917
Change-917,917 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 763,564
Change-763,564 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 634,824
Change-634,824 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 509,418
Change-509,418 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 356,136
Change-356,136 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 340,160
Change-340,160 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 299,059
Change-299,059 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 296,495
Change-296,495 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 280,154
Change-280,154 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 272,058
Change-272,058 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 271,051
Change-271,051 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 254,060
Change-254,060 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 245,139
Change-245,139 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 215,208
Change-215,208 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 201,047
Change-201,047 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 195,470
Change-195,470 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 176,687
Change-176,687 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 164,255
Change-164,255 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 163,247
Change-163,247 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 162,986
Change-162,986 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 160,702
Change-160,702 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 147,359
Change-147,359 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 135,841
Change-135,841 (-100%)
Value—
&partners
N/A
Shares— from 131,176
Change-131,176 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 129,001
Change-129,001 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 124,269
Change-124,269 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 105,887
Change-105,887 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 98,272
Change-98,272 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 95,042
Change-95,042 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 93,481
Change-93,481 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 93,200
Change-93,200 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 91,203
Change-91,203 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 91,081
Change-91,081 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 87,280
Change-87,280 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 82,416
Change-82,416 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 81,924
Change-81,924 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 80,812
Change-80,812 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 80,506
Change-80,506 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 77,615
Change-77,615 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 77,548
Change-77,548 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 77,189
Change-77,189 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 72,032
Change-72,032 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 67,787
Change-67,787 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 64,191
Change-64,191 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 62,975
Change-62,975 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 60,204
Change-60,204 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 58,368
Change-58,368 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 57,963
Change-57,963 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,744
Change-53,744 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 52,593
Change-52,593 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 51,286
Change-51,286 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 48,319
Change-48,319 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 43,478
Change-43,478 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 42,519
Change-42,519 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 41,170
Change-41,170 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 40,518
Change-40,518 (-100%)
Value—
Motco
N/A
Shares— from 39,720
Change-39,720 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 38,084
Change-38,084 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 36,780
Change-36,780 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 32,974
Change-32,974 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 32,526
Change-32,526 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 30,306
Change-30,306 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 28,153
Change-28,153 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 26,995
Change-26,995 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 26,987
Change-26,987 (-100%)
Value—
Betterment LLC
N/A
Shares— from 25,186
Change-25,186 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 25,076
Change-25,076 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,905
Change-22,905 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 22,679
Change-22,679 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 22,371
Change-22,371 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 22,323
Change-22,323 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 22,028
Change-22,028 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 21,616
Change-21,616 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 20,685
Change-20,685 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 20,663
Change-20,663 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,042
Change-20,042 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 19,968
Change-19,968 (-100%)
Value—
Blair William & Co
N/A
Shares— from 19,590
Change-19,590 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 18,586
Change-18,586 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 18,586
Change-18,586 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,060
Change-18,060 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 17,547
Change-17,547 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,485
Change-17,485 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,519
Change-16,519 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 16,309
Change-16,309 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,978
Change-15,978 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,732
Change-15,732 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,665
Change-15,665 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,328
Change-15,328 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 15,319
Change-15,319 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 14,957
Change-14,957 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,875
Change-14,875 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 14,030
Change-14,030 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
10Elms LLP
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,326
Change-12,326 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,714
Change-11,714 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 11,691
Change-11,691 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 11,052
Change-11,052 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 10,644
Change-10,644 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,597
Change-10,597 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 9,866
Change-9,866 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 9,583
Change-9,583 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 8,052
Change-8,052 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,339
Change-7,339 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Artemis Wealth Advisors, LLC
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 5,782
Change-5,782 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 940
Change-940 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 897
Change-897 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 810
Change-810 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 690
Change-690 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 634
Change-634 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 350
Change-350 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 101
Change-101 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35
Change-35 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED4,410,7794,351,092+59,687+1%$189.3M$180.8M-$8.5M2026-10-22
Glenview Trust Co
INCREASED2,472,2222,464,673+7,549+0%$107.2M$101.3M-$5.9M2026-10-28
Commonwealth Equity Services, LLC
INCREASED952,045908,936+43,109+5%$39.5M$39.0M-$514.4K2026-11-02
Altfest L J & Co Inc
INCREASED946,366933,490+12,876+1%$40.6M$38.8M-$1.8M2026-10-27
Welch & Forbes LLC
DECREASED927,764937,533-9,769-1%$40.8M$38.0M-$2.8M2026-11-04
Lee Financial Co
INCREASED704,316693,567+10,749+2%$30.2M$28.9M-$1.3M2026-10-16
Barry Investment Advisors, LLC
INCREASED560,385502,343+58,042+12%$21.9M$23.0M+$1.1M2026-10-14
Kestra Private Wealth Services, LLC
INCREASED526,225493,559+32,666+7%$21.5M$21.6M+$100.1K2026-10-30
New England Private Wealth Advisors LLC
DECREASED311,522311,610-880%$14.0M$12.8M-$1.2M2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED243,875258,935-15,060-6%$11.3M$10.0M-$1.3M2026-11-02
Kestra Advisory Services, LLC
DECREASED226,633229,096-2,463-1%$10.0M$9.3M-$676.0K2026-11-02
Park National Corp
DECREASED217,360217,988-6280%$9.5M$8.9M-$572.9K2026-10-05
Certuity, LLC
INCREASED211,177170,353+40,824+24%$7.4M$8.7M+$1.2M2026-11-02
B. Riley Wealth Advisors, Inc.
NEW208,816—+208,816——$8.6M—2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED199,214197,600+1,614+1%$8.6M$8.2M-$429.8K2026-10-27
Crusonia Wealth Advisors LLC
DECREASED196,029197,288-1,259-1%$8.6M$8.0M-$546.8K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED190,771196,225-5,454-3%$8.5M$7.8M-$716.1K2026-11-03
Nvest Wealth Strategies, Inc.
DECREASED184,550211,073-26,523-13%$9.2M$7.6M-$1.6M2026-10-14
Focus Financial Network, Inc.
INCREASED173,198166,609+6,589+4%$7.2M$7.1M-$148.1K2026-10-14
Fifth Third Bancorp
DECREASED157,446161,993-4,547-3%$7.0M$6.5M-$593.0K2026-11-05
HBW Advisory Services LLC
INCREASED145,746121,932+23,814+20%$5.3M$6.0M+$670.1K2026-10-15
Appleton Partners Inc
INCREASED129,609128,718+891+1%$5.6M$5.3M-$286.0K2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED121,296120,778+518+0%$5.3M$5.0M-$281.9K2026-10-20
Flagstar Securities, Inc
INCREASED117,827113,846+3,981+4%$5.0M$4.8M-$122.6K2026-10-15
D.A. Davidson & Co.
INCREASED112,810107,097+5,713+5%$4.7M$4.6M-$34.6K2026-10-28
Chicago Partners Investment Group LLC
DECREASED107,018107,171-1530%$4.8M$4.7M-$115.0K2026-10-27
Beacon Financial Group
DECREASED102,941106,888-3,947-4%$4.6M$4.2M-$430.1K2026-10-19
Daymark Wealth Partners, LLC
DECREASED99,661100,358-697-1%$4.4M$4.1M-$280.5K2026-11-04
ARQ Wealth Advisors, LLC
INCREASED89,04888,361+687+1%$3.9M$3.7M-$294.4K2026-10-29
Hobart Private Capital, LLC
DECREASED79,202153,868-74,666-49%$6.7M$3.2M-$3.4M2026-10-19
Landmark Wealth Management, LLC
INCREASED79,13376,740+2,393+3%$3.3M$3.2M-$94.5K2026-11-03
Prospera Financial Services Inc
INCREASED78,40675,539+2,867+4%$3.3M$3.5M+$212.6K2026-11-04
Bank of New York Mellon Corp
INCREASED77,32333,238+44,085+133%$1.4M$3.2M+$1.7M2026-11-05
Crumly & Associates Inc.
UNCHANGED72,83672,83600%$3.2M$3.0M-$182.8K2026-10-07
VestGen Advisors, LLC
INCREASED63,92461,076+2,848+5%$2.7M$2.6M-$36.6K2026-10-27
True Blue Financial, LLC
DECREASED62,37770,943-8,566-12%$3.1M$2.6M-$529.2K2026-10-15
Glass Jacobson Investment Advisors llc
DECREASED60,75861,507-749-1%$2.7M$2.5M-$185.1K2026-10-26
Focused Alpha, LLC
INCREASED57,82955,496+2,333+4%$2.4M$2.4M-$43.6K2026-10-20
Farther Finance Advisors, LLC
INCREASED57,35115,889+41,462+261%$691.2K$2.4M+$1.7M2026-10-08
Auour Investments LLC
INCREASED53,64953,279+370+1%$2.3M$2.2M-$118.6K2026-10-28
Ascentis Independent Advisors
NEW52,153—+52,153——$2.1M—2026-11-03
Encompass More Asset Management
INCREASED49,73046,412+3,318+7%$2.0M$2.0M+$19.5K2026-10-16
Cambridge Advisors Inc.
DECREASED46,21947,690-1,471-3%$2.1M$1.9M-$180.0K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED45,50749,262-3,755-8%$2.1M$1.9M-$277.6K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED43,34841,624+1,724+4%$1.8M$1.8M-$33.9K2026-11-04
Wagner Wealth Management, LLC
INCREASED40,95840,650+308+1%$1.8M$1.7M-$89.4K2026-10-21
Walker Asset Management, LLC
DECREASED40,58841,436-848-2%$1.8M$1.7M-$138.8K2026-10-13
Elevated Capital Advisors, LLC
DECREASED40,57242,604-2,032-5%$1.9M$1.7M-$190.2K2026-11-04
Puff Wealth Management, LLC
DECREASED40,27648,950-8,674-18%$2.1M$1.7M-$478.4K2026-10-07
Sigma Planning Corp
DECREASED39,94146,569-6,628-14%$2.0M$1.6M-$388.6K2026-10-23
BlueChip Wealth Advisors LLC
DECREASED39,12839,828-700-2%$1.7M$1.6M-$128.7K2026-11-03
Truist Financial Corp
INCREASED38,47633,328+5,148+15%$1.4M$1.6M+$127.4K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED38,34338,004+339+1%$1.7M$1.6M-$81.5K2026-10-16
Partners Wealth Management, LLC
INCREASED37,58531,825+5,760+18%$1.4M$1.5M+$156.2K2026-10-28
Keystone Financial Group, Inc.
DECREASED33,91182,314-48,403-59%$3.6M$1.4M-$2.2M2026-10-13
American Institute for Advanced Investment Management, LLP
INCREASED32,26522,895+9,370+41%$995.9K$1.3M+$326.6K2026-11-03
Elevation Point Wealth Partners, LLC
NEW31,402—+31,402——$1.3M—2026-11-05
Cottonwood Capital Advisors, LLC
DECREASED31,33131,385-540%$1.4M$1.3M-$81.0K2026-10-20
Cherry Creek Investment Advisors, Inc.
INCREASED27,79027,683+107+0%$1.2M$1.1M-$65.1K2026-10-14
Apella Capital, LLC
DECREASED27,00827,076-680%$1.2M$1.1M-$57.6K2026-10-08
Greenwood Capital Associates LLC
INCREASED26,93022,584+4,346+19%$982.4K$1.1M+$121.5K2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED26,18426,105+79+0%$1.1M$1.1M-$62.3K2026-10-13
Independent Financial Group, LLC
INCREASED25,57525,298+277+1%$1.1M$1.0M-$52.1K2026-10-13
Aprio Wealth Management, LLC
UNCHANGED25,41725,41700%$1.1M$1.0M-$63.8K2026-10-28
Worthington Financial Partners, LLC
INCREASED25,30525,194+111+0%$1.1M$1.0M-$58.7K2026-10-13
Great Diamond Partners, LLC
DECREASED24,64424,918-274-1%$1.1M$1.0M-$73.8K2026-10-13
G&S Capital LLC
DECREASED23,84824,063-215-1%$1.0M$977.5K-$69.2K2026-10-23
Magnus Financial Group LLC
DECREASED23,14823,635-487-2%$1.0M$948.8K-$79.3K2026-10-21
Objective Capital Management, LLC
INCREASED22,65722,647+10+0%$985.1K$928.7K-$56.5K2026-10-13
First Heartland Consultants, Inc.
INCREASED22,58021,077+1,503+7%$916.8K$925.6K+$8.7K2026-10-08
Wagner Wealth Management, Corp
INCREASED22,31420,684+1,630+8%$899.8K$914.7K+$14.9K2026-10-20
Tcfg Investment Advisors, LLC
DECREASED22,26922,650-381-2%$985.3K$912.8K-$72.5K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED21,48516,390+5,095+31%$717.7K$910.3K+$192.6K2026-10-13
Tred Avon Family Wealth, LLC
UNCHANGED21,17621,17600%$921.2K$868.0K-$53.2K2026-10-20
Quad-Cities Investment Group, LLC
INCREASED20,61020,496+114+1%$891.6K$844.8K-$46.8K2026-10-16
Koshinski Asset Management, Inc.
INCREASED20,02517,735+2,290+13%$771.5K$820.8K+$49.4K2026-10-29
Stegent Equity Advisors, Inc.
UNCHANGED19,99119,99100%$869.6K$819.4K-$50.2K2026-10-13
Northwest Wealth Management, LLC
INCREASED19,19019,144+46+0%$832.8K$786.6K-$46.2K2026-10-30
Oppenheimer & Co Inc
INCREASED19,12218,194+928+5%$791.4K$783.8K-$7.6K2026-10-26
Visionary Wealth Advisors
DECREASED18,76518,818-530%$818.6K$769.2K-$49.4K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED18,31818,205+113+1%$791.9K$750.9K-$41.1K2026-10-23
Asset One Wealth Management LLC
UNCHANGED17,33817,33800%$760.4K$710.7K-$49.8K2026-11-02
Kraematon Investment Advisors, Inc
INCREASED17,08717,032+55+0%$740.9K$700.4K-$40.5K2026-11-02
Destiny Wealth Partners, LLC
NEW16,588—+16,588——$736.7K—2026-11-05
Lido Advisors, LLC
INCREASED16,13710,538+5,599+53%$458.4K$661.5K+$203.1K2026-11-04
Sheets Smith Wealth Management
INCREASED15,73015,213+517+3%$661.8K$644.8K-$17.0K2026-10-16
MCF Advisors LLC
INCREASED15,28315,244+39+0%$663.1K$626.4K-$36.7K2026-10-28
LifeWealth Investments, LLC
NEW14,973—+14,973——$613.7K—2026-10-21
Integrated Advisors Network LLC
NEW14,529—+14,529——$595.5K—2026-10-20
Colorado Capital Management, Inc.
DECREASED14,30114,925-624-4%$649$586.0K+$585.4K2026-10-15
Aspen Investment Management Inc
DECREASED14,27014,670-400-3%$638$585.0K+$584.4K2026-11-05
Wealth Effects LLC
DECREASED14,03114,196-165-1%$617.5K$575.1K-$42.4K2026-10-23
Cascade Investment Group, Inc.
INCREASED13,62712,480+1,147+9%$542.9K$558.6K+$15.7K2026-10-13
Americana Partners, LLC
INCREASED13,58713,472+115+1%$586.1K$556.9K-$29.1K2026-10-28
Winebrenner Capital Management LLC
DECREASED13,36114,457-1,096-8%$628.9K$547.7K-$81.2K2026-10-07
Beam Wealth Advisors, Inc.
DECREASED13,20913,368-159-1%$581.5K$541.4K-$40.1K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED13,05113,131-80-1%$571.2K$535.0K-$36.2K2026-10-22
Wedmont Private Capital
INCREASED12,83612,736+100+1%$557.7K$543.8K-$13.9K2026-10-09
PKS Advisory Services, LLC
UNCHANGED12,65612,65600%$550.5K$550.5K$02026-10-26
Prosperity Financial Group, Inc.
DECREASED11,70512,509-804-6%$544.2K$479.8K-$64.4K2026-10-29
Castle Rock Wealth Management, LLC
UNCHANGED11,58011,58000%$499.4K$491.0K-$8.5K2026-10-09
Retirement Planning Group, LLC
UNCHANGED11,43811,43800%$497.6K$468.8K-$28.7K2026-10-19
IFP Advisors, Inc
DECREASED10,89911,461-562-5%$498.6K$446.8K-$51.8K2026-10-16
Creative Planning
DECREASED10,67611,307-631-6%$491.8K$437.6K-$54.2K2026-11-02
Choreo, LLC
INCREASED10,3997,785+2,614+34%$339.2K$427.6K+$88.5K2026-10-28
MTM Investment Management, LLC
DECREASED10,06610,477-411-4%$455.8K$412.6K-$43.1K2026-10-30
Sovran Advisors, LLC
DECREASED9,98011,927-1,947-16%$523.8K$445.1K-$78.7K2026-11-02
Howard Financial Services, Ltd.
INCREASED9,8359,759+76+1%$424.5K$403.1K-$21.4K2026-10-15
Intrua Financial, LLC
INCREASED9,8147,730+2,084+27%$336.3K$402.3K+$66.0K2026-10-28
Soltis Investment Advisors LLC
INCREASED9,7629,758+4+0%$424.5K$400.1K-$24.4K2026-10-28
Allen Capital Group, LLC
UNCHANGED9,7349,73400%$423.4K$399.0K-$24.4K2026-10-27
SeaCrest Wealth Management, LLC
INCREASED9,4638,795+668+8%$382.6K$387.9K+$5.3K2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED9,4119,902-491-5%$430.7K$385.8K-$45.0K2026-10-23
Ballew Advisors, Inc
DECREASED9,3799,479-100-1%$414.2K$389.6K-$24.6K2026-10-05
Wedbush Securities Inc
INCREASED8,6578,496+161+2%$370.0K$355.0K-$15.0K2026-10-22
MGO One Seven LLC
DECREASED8,4478,603-156-2%$374.2K$346.2K-$28.0K2026-10-28
Endowment Wealth Management, Inc.
INCREASED8,3036,826+1,477+22%$296.9K$340.4K+$43.4K2026-11-03
Compound Planning, Inc.
DECREASED8,08511,877-3,792-32%$516.7K$331.4K-$185.3K2026-11-05
National Wealth Management Group, LLC
INCREASED7,7447,701+43+1%$335.0K$317.4K-$17.6K2026-10-26
Park Avenue Securities LLC
INCREASED7,4907,185+305+4%$313.0K$307.0K-$6.0K2026-10-26
Apollon Wealth Management, LLC
DECREASED7,2427,909-667-8%$344.0K$296.9K-$47.2K2026-10-23
Private Trust Co NA
UNCHANGED7,1127,11200%$309.4K$291.5K-$17.9K2026-10-20
Canvas Wealth Advisors, LLC
UNCHANGED7,0207,02000%$305.4K$313.1K+$7.7K2026-11-02
StoneX Group Inc.
INCREASED6,9056,181+724+12%$270.6K$288.7K+$18.2K2026-11-03
Patriot Financial Group Insurance Agency, LLC
UNCHANGED6,9006,90000%$300.2K$282.8K-$17.3K2026-10-14
MV Capital Management, Inc.
UNCHANGED6,7756,77500%$294.7K$277.7K-$17.0K2026-10-29
Davenport & Co LLC
INCREASED6,7455,748+997+17%$250.0K$276.5K+$26.4K2026-10-14
International Assets Investment Management, LLC
UNCHANGED6,7176,71700%$289.7K$277.2K-$12.5K2026-11-02
Clark Asset Management, LLC
UNCHANGED6,1196,11900%$266.2K$250.8K-$15.4K2026-10-19
Investors Research Corp
DECREASED5,9236,796-873-13%$295.6K$242.8K-$52.8K2026-10-07
Nations Financial Group Inc,
UNCHANGED5,7815,78100%$251.5K$237.0K-$14.5K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED5,7665,76600%$250.8K$236.3K-$14.5K2026-10-27
Steinberganna Wealth Management
DECREASED5,6895,863-174-3%$255.1K$233.2K-$21.9K2026-10-23
Chapin Davis, Inc.
UNCHANGED5,6365,63600%$245.2K$231.0K-$14.1K2026-10-09
Avior Wealth Management, LLC
UNCHANGED5,5955,59500%$243.4K$229.3K-$14.0K2026-10-13
Brady Martz Wealth Solutions, LLC
NEW5,434—+5,434——$222.7K—2026-11-05
Integrity Alliance, Llc.
INCREASED5,3335,330+3+0%$231.9K$218.6K-$13.3K2026-10-29
Davis Investment Partners, LLC
NEW5,325—+5,325——$218.3K—2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED5,1085,173-65-1%$225.0K$209.4K-$15.6K2026-10-16
Peterson Wealth Advisors, LLC
DECREASED5,0655,308-243-5%$230.9K$207.6K-$23.3K2026-10-08
Gamma Investing LLC
UNCHANGED4,9424,94200%$215.0K$202.6K-$12.4K2026-10-08
Wealthcare Advisory Partners LLC
UNCHANGED4,9244,92400%$214.2K$201.8K-$12.4K2026-10-21
Blue Trust, Inc.
INCREASED4,6834,033+650+16%$175.4K$192.0K+$16.5K2026-10-15
Signature Equity Partners, LLC
NEW4,119—+4,119——$168.8K—2026-10-29
Larson Financial Group LLC
INCREASED3,9972,777+1,220+44%$120.8K$163.9K+$43.0K2026-11-05
Register Financial Advisors LLC
INCREASED3,8803,651+229+6%$158.8K$159.0K+$2022026-10-23
Capital Investment Advisory Services, LLC
DECREASED3,6833,696-130%$160.8K$151.0K-$9.8K2026-10-30
Citigroup Inc
INCREASED3,367200+3,167+1584%$8.7K$138.0K+$129.3K2026-11-04
DeDora Capital, Inc.
NEW3,228—+3,228——$132.3K—2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED3,1523,15200%$137.1K$129.2K-$7.9K2026-10-28
Eastern Bank
UNCHANGED2,0802,08000%$90.5K$85.3K-$5.2K2026-10-05
Holos Integrated Wealth LLC
UNCHANGED2,0652,06500%$91.1K$88.1K-$3.0K2026-10-23
CX Institutional
DECREASED2,0562,463-407-17%$107$84-$232026-10-02
Gilpin Wealth Management, LLC
UNCHANGED1,9311,93100%$84.0K$79.2K-$4.8K2026-10-09
US Bancorp \de\
INCREASED1,701901+800+89%$39.2K$69.7K+$30.5K2026-11-05
Versant Capital Management, Inc
UNCHANGED1,6931,69300%$73.6K$69.4K-$4.3K2026-10-02
Hoese & Co LLP
UNCHANGED1,6851,68500%$73.3K$69.1K-$4.2K2026-10-21
Mather Group, Llc.
INCREASED1,5691,567+2+0%$68.2K$64.3K-$3.9K2026-10-14
Lanark Financial, Inc.
INCREASED1,5591,558+1+0%$67.8K$63.9K-$3.9K2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED1,510800+710+89%$34.8K$61.9K+$27.1K2026-11-04
Assetmark, Inc
UNCHANGED1,2581,25800%$54.7K$51.6K-$3.2K2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED1,0061,00600%$43.8K$41.2K-$2.5K2026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED1,0001,00000%$43.5K$41.0K-$2.5K2026-10-05
Parallel Advisors, LLC
UNCHANGED1,0001,00000%$43.5K$41.0K-$2.5K2026-11-03
Reap Financial Group, LLC
DECREASED9351,130-195-17%$49.2K$38.3K-$10.8K2026-11-02
Root Financial Partners, LLC
NEW924—+924——$37.9K—2026-10-21
Compass Financial Management LLC
UNCHANGED83283200%$36.2K$34.1K-$2.1K2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED806500+306+61%$21.8K$33.0K+$11.3K2026-10-23
CoreCap Advisors, LLC
UNCHANGED79279200%$34.5K$32.5K-$2.0K2026-10-08
Duncker Streett & Co Inc
UNCHANGED73573500%$32.0K$30.1K-$1.8K2026-10-27
Decker Retirement Planning Inc.
UNCHANGED71771700%$31.2K$29.4K-$1.8K2026-10-19
Harbor Investment Advisory, LLC
DECREASED662702-40-6%$30.5K$27.1K-$3.4K2026-10-13
City Holding Co
UNCHANGED60060000%$26.1K$24.6K-$1.5K2026-10-19
SBI Securities Co., Ltd.
DECREASED476499-23-5%$21.7K$19.5K-$2.2K2026-10-22
Golden State Wealth Management, LLC
INCREASED457453+4+1%$19.7K$18.7K-$9942026-11-02
Balance Wealth Partners LLC
NEW411—+411——$16.9K—2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED32832800%$14.3K$13.4K-$8232026-10-15
Salomon & Ludwin, LLC
UNCHANGED27527500%$11.9K$11.3K-$5892026-10-29
Spire Wealth Management
INCREASED241240+1+0%$10.5K$9.9K-$6002026-10-30
Triumph Capital Management
UNCHANGED20020000%$8.7K$8.2K-$5022026-10-14
Creative Financial Designs Inc
UNCHANGED19019000%$8.3K$7.8K-$4772026-11-04
Archer Investment Corp
INCREASED173172+1+1%$7.5K$7.1K-$3772026-11-05
Avion Wealth
UNCHANGED15315300%$6$6$02026-11-04
Evolution Wealth Management Inc.
DECREASED150219-69-32%$9.5K$6.1K-$3.4K2026-10-28
Rossby Financial, LCC
UNCHANGED13213200%$5.7K$5.4K-$3312026-11-05
GK Wealth Management LLC
NEW128—+128——$5.2K—2026-10-09
Comprehensive Financial Planning, Inc.
UNCHANGED10610600%$4.6K$4.3K-$2672026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED777700%$3.4K$3.2K-$1942026-11-02
Covestor Ltd
INCREASED5351+2+4%$2$2$02026-10-30
North Star Investment Management Corp.
DECREASED52102-50-49%$4.4K$2.1K-$2.3K2026-10-27
Raleigh Capital Management Inc.
UNCHANGED2200%$99$94-$52026-10-28
Inscription Capital, LLC
CLOSED027,455-27,455-100%$1.2M$0-$1.2M2026-11-02
Ardent Capital Management, Inc.
CLOSED05,280-5,280-100%$229.7K$0-$229.7K2026-10-16
DDD Partners, LLC
CLOSED04,826-4,826-100%$209.9K$0-$209.9K2026-11-02
Ascentis Wealth Management, LLC
CLOSED01,900-1,900-100%$82.7K$0-$82.7K2026-11-03
Solstein Capital, LLC
CLOSED01,317-1,317-100%$57.3K$0-$57.3K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,206-1,206-100%$52.4K$0-$52.4K2026-10-15
Salem Investment Counselors Inc
CLOSED0503-503-100%$21.9K$0-$21.9K2026-10-13
Bokf, NA
CLOSED0114-114-100%$5.0K$0-$5.0K2026-10-27
Key FInancial Inc
CLOSED092-92-100%$4.0K$0-$4.0K2026-11-02
Morgan Stanley
N/A—18,073,454-18,073,454-100%$786.2M———
Cresset Asset Management, LLC
N/A—3,008,231-3,008,231-100%$130.9M———
AlTi Global, Inc.
N/A—2,813,338-2,813,338-100%$122.4M———
LPL Financial LLC
N/A—2,723,272-2,723,272-100%$118.5M———
Bank of America Corp
N/A—2,550,741-2,550,741-100%$111.0M———
Wells Fargo & Company
N/A—2,398,241-2,398,241-100%$104.3M———
Wealthspire Advisors, LLC
N/A—2,078,591-2,078,591-100%$90.4M———
Cerity Partners Ocio LLC
N/A—1,632,808-1,632,808-100%$71.0M———
Royal Bank of Canada
N/A—1,410,582-1,410,582-100%$61.4M———
UBS Group AG
N/A—1,359,266-1,359,266-100%$59.1M———
Rockefeller Capital Management L.P.
N/A—1,022,028-1,022,028-100%$44.5M———
Glenmede Trust Co NA
N/A—1,016,293-1,016,293-100%$44.2M———
Raymond James Financial Inc
N/A—929,828-929,828-100%$40.4M———
Disciplina Capital Management LLC
N/A—917,917-917,917-100%$39.9M———
Mariner, LLC
N/A—763,564-763,564-100%$33.2M———
Jaffetilchin Investment Partners, LLC
N/A—634,824-634,824-100%$27.6M———
Modern Wealth Management, LLC
N/A—509,418-509,418-100%$22.2M———
Vernal Point Advisors, LLC
N/A—356,136-356,136-100%$15.5M———
Cetera Investment Advisers
N/A—340,160-340,160-100%$14.8M———
Arkos Global Advisors
N/A—299,059-299,059-100%$13.0M———
Envestnet Asset Management Inc
N/A—296,495-296,495-100%$12.9M———
JPMorgan Chase & Co
N/A—280,154-280,154-100%$12.3M———
Osaic Holdings, Inc.
N/A—272,058-272,058-100%$11.8M———
Ameriprise Financial Inc
N/A—271,051-271,051-100%$11.8M———
Beacon Pointe Advisors, LLC
N/A—254,060-254,060-100%$11.1M———
Stifel Financial Corp
N/A—245,139-245,139-100%$10.7M———
Private Advisor Group, LLC
N/A—215,208-215,208-100%$9.4M———
Jones Financial Companies Lllp
N/A—201,047-201,047-100%$8.9M———
UMB Bank, n.a.
N/A—195,470-195,470-100%$8.5M———
New Republic Capital, LLC
N/A—176,687-176,687-100%$7.7M———
MML Investors Services, LLC
N/A—164,255-164,255-100%$7.1M———
IHT Wealth Management, LLC
N/A—163,247-163,247-100%$7.1M———
HighTower Advisors, LLC
N/A—162,986-162,986-100%$7.1M———
Dimension Capital Management LLC
N/A—160,702-160,702-100%$7.0M———
Fairview Capital Investment Management, LLC
N/A—147,359-147,359-100%$6.4M———
Captrust Financial Advisors
N/A—135,841-135,841-100%$5.9M———
&partners
N/A—131,176-131,176-100%$5.6M———
Qube Research & Technologies Ltd
N/A—129,001-129,001-100%$5.6M———
GenTrust, LLC
N/A—124,269-124,269-100%$5.4M———
Northwestern Mutual Wealth Management Co
N/A—105,887-105,887-100%$4.6M———
Janney Montgomery Scott LLC
N/A—98,272-98,272-100%$4.3M———
Mercer Global Advisors Inc
N/A—95,042-95,042-100%$4.1M———
Level Four Advisory Services, LLC
N/A—93,481-93,481-100%$4.1M———
Mutual Advisors, LLC
N/A—93,200-93,200-100%$4.1M———
Proactive Wealth Strategies LLC
N/A—91,203-91,203-100%$4.0M———
Atlantic Union Bankshares Corp
N/A—91,081-91,081-100%$4.0M———
Snowden Capital Advisors LLC
N/A—87,280-87,280-100%$3.8M———
Benjamin Edwards Inc
N/A—82,416-82,416-100%$3.6M———
Baird Financial Group, Inc.
N/A—81,924-81,924-100%$3.6M———
Prosperity Consulting Group, LLC
N/A—80,812-80,812-100%$3.5M———
Sanctuary Advisors, LLC
N/A—80,506-80,506-100%$3.5M———
Harbour Investments, Inc.
N/A—77,615-77,615-100%$3.4M———
Summit Trail Advisors, LLC
N/A—77,548-77,548-100%$3.4M———
Continuum Advisory, LLC
N/A—77,189-77,189-100%$3.4M———
Xcelsior Advisor Partners LLC
N/A—72,032-72,032-100%$3.1M———
Windsor Advisory Group, LLC
N/A—67,787-67,787-100%$2.9M———
Flputnam Investment Management Co
N/A—64,191-64,191-100%$2.8M———
Savant Capital, LLC
N/A—62,975-62,975-100%$2.7M———
Arkadios Wealth Advisors
N/A—60,204-60,204-100%$2.6M———
BTG Pactual Asset Management US LLC
N/A—58,368-58,368-100%$2.5M———
PCG Wealth Advisors, LLC
N/A—57,963-57,963-100%$2.5M———
Equitable Holdings, Inc.
N/A—53,744-53,744-100%$2.3M———
Kingsview Wealth Management, LLC
N/A—52,593-52,593-100%$2.3M———
Waverly Advisors, LLC
N/A—51,286-51,286-100%$2.2M———
NewEdge Advisors, LLC
N/A—48,319-48,319-100%$2.1M———
Millstone Evans Group, LLC
N/A—43,478-43,478-100%$1.9M———
Hancock Whitney Corp
N/A—42,519-42,519-100%$1.8M———
Icon Wealth Advisors, LLC
N/A—41,170-41,170-100%$1.8M———
FAS Wealth Partners, Inc.
N/A—40,518-40,518-100%$1.8M———
Motco
N/A—39,720-39,720-100%$1.7M———
LeClair Wealth Partners LLC
N/A—38,084-38,084-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—36,780-36,780-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—32,974-32,974-100%$1.4M———
WealthCare Investment Partners, LLC
N/A—32,526-32,526-100%$1.4M———
WCG Wealth Advisors LLC
N/A—30,306-30,306-100%$1.3M———
Tandem Financial, LLC
N/A—28,153-28,153-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—26,995-26,995-100%$1.2M———
360 Financial, Inc.
N/A—26,987-26,987-100%$1.2M———
Betterment LLC
N/A—25,186-25,186-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—25,076-25,076-100%$776.4K———
Jane Street Group, LLC
N/A—22,905-22,905-100%$996.4K———
Wealth Watch Advisors, Inc
N/A—22,679-22,679-100%$986.5K———
Arvest Bank Trust Division
N/A—22,371-22,371-100%$973.1K———
Focus Partners Advisor Solutions, LLC
N/A—22,323-22,323-100%$971.1K———
Capital Analysts, LLC
N/A—22,028-22,028-100%$958.0K———
Cozad Asset Management Inc
N/A—21,616-21,616-100%$940.3K———
Wood Tarver Financial Group, LLC
N/A—20,685-20,685-100%$899.0K———
Next Capital Management LLC
N/A—20,663-20,663-100%$898.8K———
Integrated Wealth Concepts LLC
N/A—20,042-20,042-100%$871.8K———
FourThought Financial Partners, LLC
N/A—19,968-19,968-100%$868.6K———
Blair William & Co
N/A—19,590-19,590-100%$852.1K———
Keystone Financial Group
N/A—18,586-18,586-100%$808.5K———
Rehmann Capital Advisory Group
N/A—18,586-18,586-100%$808.5K———
Stephens Inc
N/A—18,060-18,060-100%$785.6K———
Arax Advisory Partners
N/A—17,813-17,813-100%$774.9K———
Ancora Advisors LLCA
N/A—17,547-17,547-100%$763.3K———
Kovack Advisors, Inc.
N/A—17,485-17,485-100%$754.1K———
Aptus Capital Advisors, LLC
N/A—16,519-16,519-100%$718.6K———
Meridian Wealth Advisors, LLC
N/A—16,309-16,309-100%$709.4K———
CreativeOne Wealth, LLC
N/A—15,978-15,978-100%$695.1K———
Focus Partners Wealth
N/A—15,732-15,732-100%$684.4K———
Western Wealth Management, LLC
N/A—15,665-15,665-100%$681.4K———
Global Retirement Partners, LLC
N/A—15,328-15,328-100%$666.8K———
Peak Planning Group, LLC
N/A—15,319-15,319-100%$666.4K———
First Trust Advisors LP
N/A—14,957-14,957-100%$650.6K———
Regal Investment Advisors LLC
N/A—14,875-14,875-100%$647.1K———
Texas Capital Bank Wealth Management Services Inc
N/A—14,030-14,030-100%$610.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—13,543-13,543-100%$589.0K———
Main Street Financial Solutions, LLC
N/A—13,276-13,276-100%$577.5K———
Pathstone Holdings, LLC
N/A—12,500-12,500-100%$543.8K———
10Elms LLP
N/A—12,343-12,343-100%$536.9K———
Stratos Wealth Advisors, LLC
N/A—12,326-12,326-100%$536.2K———
Brown Advisory Inc
N/A—12,090-12,090-100%$525.9K———
Ameritas Advisory Services, LLC
N/A—11,714-11,714-100%$509.6K———
Moors & Cabot, Inc.
N/A—11,691-11,691-100%$508.6K———
PNC Financial Services Group, Inc.
N/A—11,052-11,052-100%$480.8K———
ProVise Management Group, LLC
N/A—10,644-10,644-100%$463.0K———
Nova Wealth Management, Inc.
N/A—10,597-10,597-100%$461.0K———
IFG Advisory, LLC
N/A—10,303-10,303-100%$448.2K———
Allworth Financial LP
N/A—9,866-9,866-100%$429.2K———
Geneos Wealth Management Inc.
N/A—9,771-9,771-100%$425.0K———
Bank of Montreal
N/A—9,751-9,751-100%$424.2K———
LEE Johnson Capital Management, LLC
N/A—9,583-9,583-100%$416.9K———
RPg Family Wealth Advisory, LLC
N/A—9,220-9,220-100%$401.0K———
Van Diest Capital, LLC
N/A—8,876-8,876-100%$386.1K———
UBS Asset Management Americas LLC
N/A—8,865-8,865-100%$385.6K———
Magnolia Capital Advisors LLC
N/A—8,860-8,860-100%$385.4K———
Curi Capital, LLC
N/A—8,318-8,318-100%$361.8K———
Risk Paradigm Group, LLC
N/A—8,052-8,052-100%$350.3K———
Stratos Wealth Partners, Ltd.
N/A—7,981-7,981-100%$347.2K———
Northern Trust Corp
N/A—7,958-7,958-100%$346.2K———
Gateway Wealth Partners, LLC
N/A—7,896-7,896-100%$343.5K———
Essex Financial Services, Inc.
N/A—7,339-7,339-100%$319.2K———
Composition Wealth, LLC
N/A—7,318-7,318-100%$318.3K———
Advisory Services Network, LLC
N/A—7,165-7,165-100%$311.7K———
Artemis Wealth Advisors, LLC
N/A—6,902-6,902-100%$300.2K———
Marshall Investment Management, LLC
N/A—6,844-6,844-100%$297.7K———
Foundations Investment Advisors, LLC
N/A—6,830-6,830-100%$297.1K———
Capital Financial Group Inc\co\
N/A—6,607-6,607-100%$287.4K———
Quantinno Capital Management LP
N/A—6,545-6,545-100%$284.7K———
AE Wealth Management LLC
N/A—6,490-6,490-100%$282.3K———
Cerity Partners LLC
N/A—6,432-6,432-100%$279.8K———
Beck Bode, LLC
N/A—6,251-6,251-100%$271.9K———
Great Valley Advisor Group, Inc.
N/A—6,171-6,171-100%$268.8K———
Harvest Investment Services, LLC
N/A—5,894-5,894-100%$256.4K———
Summit Financial, LLC
N/A—5,835-5,835-100%$253.8K———
Manhattan West Asset Management, LLC
N/A—5,782-5,782-100%$251.5K———
RPS Advisory Solutions LLC
N/A—5,568-5,568-100%$242.2K———
HBK Sorce Advisory LLC
N/A—5,447-5,447-100%$236.6K———
Inspire Advisors, LLC
N/A—5,405-5,405-100%$235.1K———
EP Wealth Advisors, LLC
N/A—5,404-5,404-100%$235.1K———
Advisors Capital Management, LLC
N/A—5,332-5,332-100%$231.9K———
Strategic Wealth Partners, Ltd.
N/A—5,297-5,297-100%$230.4K———
FSB Premier Wealth Management, Inc.
N/A—5,240-5,240-100%$227.9K———
D. E. Shaw & Co., Inc.
N/A—5,112-5,112-100%$222.4K———
HighPoint Advisor Group LLC
N/A—5,022-5,022-100%$218.5K———
Mission Creek Capital Partners, Inc.
N/A—4,856-4,856-100%$211.2K———
Greenwich Wealth Management LLC
N/A—4,775-4,775-100%$208.0K———
Founders Financial Alliance, LLC
N/A—4,724-4,724-100%$205.5K———
Principal Securities, Inc.
N/A—4,643-4,643-100%$202.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,639-4,639-100%$201.8K———
O'shaughnessy Asset Management, LLC
N/A—3,217-3,217-100%$139.9K———
Medallion Wealth Advisors, LLC
N/A—3,105-3,105-100%$135.1K———
Centaurus Financial, Inc.
N/A—2,698-2,698-100%$117.0K———
Clearstead Trust, LLC
N/A—2,628-2,628-100%$114.3K———
BlackRock, Inc.
N/A—2,577-2,577-100%$112.1K———
Integrity Financial Corp
N/A—2,364-2,364-100%$102.8K———
Topsail Wealth Management, LLC
N/A—1,800-1,800-100%$78.3K———
Brown Brothers Harriman & Co
N/A—1,647-1,647-100%$71.6K———
Huntington National Bank
N/A—1,600-1,600-100%$69.6K———
BFC Planning, Inc.
N/A—1,501-1,501-100%$65.3K———
Clearstead Advisors, LLC
N/A—1,342-1,342-100%$58.4K———
Truvestments Capital LLC
N/A—1,081-1,081-100%$47.0K———
Bessemer Group Inc
N/A—940-940-100%$41.0K———
Bellevue Asset Management, LLC
N/A—922-922-100%$40.1K———
Keating Financial Advisory Services, Inc.
N/A—897-897-100%$39.0K———
Darwin Wealth Management, LLC
N/A—850-850-100%$37.0K———
Franklin Resources Inc
N/A—810-810-100%$35.2K———
IMA Advisory Services, Inc.
N/A—696-696-100%$30.3K———
PIN OAK Investment Advisors Inc
N/A—690-690-100%$30.0K———
SHP Wealth Management
N/A—634-634-100%$27.6K———
Fiduciary Financial Advisors
N/A—350-350-100%$15.2K———
Bartlett & Co. Wealth Management LLC
N/A—250-250-100%$10.9K———
Private Wealth Asset Management, LLC
N/A—183-183-100%$8.0K———
Smartleaf Asset Management LLC
N/A—161-161-100%$7.1K———
Caitlin John, LLC
N/A—159-159-100%$6.9K———
Park Place Capital Corp
N/A—101-101-100%$4.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—100-100-100%$4.4K———
Wellington-Altus USA Inc.
N/A—46-46-100%$2.0K———
BNP Paribas Financial Markets
N/A—35-35-100%$1.5K———
HHM Wealth Advisors, LLC
N/A—8-8-100%$348———
Brookfield Corp
N/A—6-6-100%$243———
Showing 392 of 392 institutions