IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Nasdaq Tech DVD Index FD (TDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elevation Point Wealth Partners, LLC
INCREASED
Shares382,355 from 15,617
Change+366,738 (+2348%)
Value$43.1M (+$41.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares320,337 from 286,653
Change+33,684 (+12%)
Value$36.1M (+$3.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares267,276 from 252,387
Change+14,889 (+6%)
Value$30.2M (+$1.2M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares265,203 from 265,998
Change-795 (0%)
Value$29.9M (-$637.5K)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares249,379 from 379,768
Change-130,389 (-34%)
Value$28.1M (-$15.5M)
Filed 2026-10-28
Park National Corp
DECREASED
Shares246,245 from 252,595
Change-6,350 (-3%)
Value$27.8M (-$1.2M)
Filed 2026-10-05
IFP Advisors, Inc
DECREASED
Shares187,713 from 194,679
Change-6,966 (-4%)
Value$21.2M (-$1.2M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares181,499 from 148,481
Change+33,018 (+22%)
Value$20.5M (+$3.4M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares181,268 from 187,304
Change-6,036 (-3%)
Value$20.5M (-$1.1M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares177,091 from 169,915
Change+7,176 (+4%)
Value$20.0M (+$459.6K)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares159,082 from 156,631
Change+2,451 (+2%)
Value$17.9M (-$46.2K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares143,617 from 143,275
Change+342 (+0%)
Value$16.2M (+$843.7K)
Filed 2026-10-19
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares137,023 from 137,187
Change-164 (0%)
Value$15.5M (-$301.2K)
Filed 2026-10-14
Crumly & Associates Inc.
INCREASED
Shares110,685 from 99,902
Change+10,783 (+11%)
Value$12.5M (+$1.0M)
Filed 2026-10-07
Capital Advisors, Ltd. LLC
INCREASED
Shares99,844 from 90,812
Change+9,032 (+10%)
Value$11.3M (+$11.3M)
Filed 2026-10-27
Private Wealth Group, LLC
INCREASED
Shares98,644 from 96,271
Change+2,373 (+2%)
Value$11.1M (+$69.4K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
DECREASED
Shares89,784 from 90,845
Change-1,061 (-1%)
Value$10.1M (-$306.9K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares77,180 from 47,696
Change+29,484 (+62%)
Value$8.8M (+$3.3M)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares70,391
Change+70,391
Value$7.9M
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares67,185 from 56,417
Change+10,768 (+19%)
Value$7.6M (+$1.1M)
Filed 2026-11-05
Congress Asset Management Co
NEW
Shares64,427
Change+64,427
Value$64.4K
Filed 2026-10-06
US Bancorp \de\
INCREASED
Shares63,539 from 62,975
Change+564 (+1%)
Value$7.2M (-$68.6K)
Filed 2026-11-05
Hobart Private Capital, LLC
INCREASED
Shares61,171 from 59,030
Change+2,141 (+4%)
Value$6.9M (+$120.0K)
Filed 2026-10-19
Hengehold Capital Management LLC
DECREASED
Shares60,007 from 60,256
Change-249 (0%)
Value$6.8M (-$152.2K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares57,564 from 68,710
Change-11,146 (-16%)
Value$6.5M (-$1.4M)
Filed 2026-10-23
Catalyst Investment Management LLC
INCREASED
Shares55,071 from 53,785
Change+1,286 (+2%)
Value$6.2M (+$34.2K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares54,040 from 51,192
Change+2,848 (+6%)
Value$6.1M (+$215.9K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares52,038 from 57,244
Change-5,206 (-9%)
Value$5.9M (-$731.6K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares51,745 from 55,867
Change-4,122 (-7%)
Value$5.8M (-$580.0K)
Filed 2026-11-05
Defined Wealth Management, LLC
INCREASED
Shares45,138 from 45,083
Change+55 (+0%)
Value$5.1M (-$86.7K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares42,256 from 44,389
Change-2,133 (-5%)
Value$4.8M (-$332.0K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares41,515 from 31,553
Change+9,962 (+32%)
Value$4.7M (+$1.1M)
Filed 2026-10-16
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares38,838 from 38,715
Change+123 (+0%)
Value$4.4M (-$65.9K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares38,493 from 38,763
Change-270 (-1%)
Value$4.3M (-$110.4K)
Filed 2026-11-04
Cottonwood Capital Advisors, LLC
DECREASED
Shares38,432 from 38,669
Change-237 (-1%)
Value$4.3M (-$106.5K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
DECREASED
Shares37,404 from 38,234
Change-830 (-2%)
Value$4.2M (-$172.4K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares36,284 from 37,393
Change-1,109 (-3%)
Value$4.1M (-$202.1K)
Filed 2026-10-15
Ayalon Insurance Comp Ltd.
INCREASED
Shares34,336 from 31,674
Change+2,662 (+8%)
Value$3.9M (+$3.9M)
Filed 2026-10-08
Sagace Wealth Management LLC
DECREASED
Shares33,263 from 33,890
Change-627 (-2%)
Value$3.8M (-$140.6K)
Filed 2026-10-28
Novem Group
INCREASED
Shares32,814 from 31,192
Change+1,622 (+5%)
Value$3.7M (+$118.8K)
Filed 2026-10-19
Prosperity Financial Group, Inc.
DECREASED
Shares30,961 from 32,520
Change-1,559 (-5%)
Value$3.5M (-$242.8K)
Filed 2026-10-29
Iams Wealth Management, LLC
DECREASED
Shares29,711 from 37,891
Change-8,180 (-22%)
Value$3.4M (-$1.0M)
Filed 2026-10-15
Ballew Advisors, Inc
INCREASED
Shares29,378 from 28,860
Change+518 (+2%)
Value$3.4M (+$182.5K)
Filed 2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares28,896 from 28,664
Change+232 (+1%)
Value$3.3M (+$31.6K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares28,672 from 34,046
Change-5,374 (-16%)
Value$3.2M (-$409.5K)
Filed 2026-10-27
Randall & Associates Wealth Management
INCREASED
Shares27,898 from 18,729
Change+9,169 (+49%)
Value$3.1M (+$995.9K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
DECREASED
Shares27,685 from 31,130
Change-3,445 (-11%)
Value$3.1M (-$452.8K)
Filed 2026-10-15
Great Diamond Partners, LLC
DECREASED
Shares27,579 from 27,848
Change-269 (-1%)
Value$3.1M (-$87.7K)
Filed 2026-10-13
Kaydan Wealth Management, Inc.
DECREASED
Shares27,421 from 29,923
Change-2,502 (-8%)
Value$3.1M (-$343.9K)
Filed 2026-10-08
Paller Financial Services Inc
DECREASED
Shares26,801 from 27,923
Change-1,122 (-4%)
Value$3.0M (-$184.1K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
DECREASED
Shares23,603 from 23,777
Change-174 (-1%)
Value$2.7M (-$68.6K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares22,976 from 21,614
Change+1,362 (+6%)
Value$2.6M (+$109.1K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares21,118 from 20,903
Change+215 (+1%)
Value$2.4M (-$19.0K)
Filed 2026-10-22
MTM Investment Management, LLC
DECREASED
Shares21,042 from 21,276
Change-234 (-1%)
Value$2.4M (-$70.3K)
Filed 2026-10-30
Pacific Excel Wealth Advisors, Inc.
NEW
Shares20,665
Change+20,665
Value$2.3M
Filed 2026-10-27
Cambiar Investors LLC
NEW
Shares19,801
Change+19,801
Value$2.2M
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares19,667 from 16,078
Change+3,589 (+22%)
Value$2.2M (+$371.8K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares19,010 from 19,084
Change-74 (0%)
Value$2.1M (-$47.7K)
Filed 2026-10-23
Huntleigh Advisors, Inc.
INCREASED
Shares18,992 from 18,842
Change+150 (+1%)
Value$2.1M (-$21.9K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares18,951 from 16,721
Change+2,230 (+13%)
Value$2.1M (+$217.1K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares18,346 from 18,345
Change+1 (+0%)
Value$2.1M (+$3.3K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares18,171 from 17,942
Change+229 (+1%)
Value$2.1M (-$11.1K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares16,698 from 26,726
Change-10,028 (-38%)
Value$1.9M (-$1.2M)
Filed 2026-10-22
Apeiron RIA LLC
UNCHANGED
Shares16,607 from 16,607
Change0 (0%)
Value$1.9M (-$19.6K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares16,389 from 16,284
Change+105 (+1%)
Value$1.8M (-$21.7K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares14,933 from 15,332
Change-399 (-3%)
Value$1.7M (-$76.6K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares14,905 from 14,897
Change+8 (+0%)
Value$1.7M (-$29.8K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares14,510 from 13,876
Change+634 (+5%)
Value$1.6M (+$43.0K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares14,023 from 13,932
Change+91 (+1%)
Value$1.6M (-$18.4K)
Filed 2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED
Shares13,961 from 14,959
Change-998 (-7%)
Value$1.6M (-$143.4K)
Filed 2026-10-15
Financial Planning Hawaii, Inc.
DECREASED
Shares13,618 from 14,018
Change-400 (-3%)
Value$1.5M (-$73.9K)
Filed 2026-10-13
Ticino Wealth
DECREASED
Shares13,452 from 13,946
Change-494 (-4%)
Value$1.5M (-$84.5K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares12,693 from 12,961
Change-268 (-2%)
Value$1.4M (-$57.0K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares12,605 from 11,630
Change+975 (+8%)
Value$1.4M (+$86.0K)
Filed 2026-10-08
Davenport & Co LLC
INCREASED
Shares12,117 from 7,767
Change+4,350 (+56%)
Value$1.4M (+$474.7K)
Filed 2026-10-14
Allen Capital Group, LLC
DECREASED
Shares12,110 from 12,739
Change-629 (-5%)
Value$1.4M (-$97.2K)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
INCREASED
Shares12,102 from 12,062
Change+40 (+0%)
Value$1.4M (-$20.3K)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares11,278 from 11,124
Change+154 (+1%)
Value$1.3M (-$5.5K)
Filed 2026-10-20
Midwest Financial Network, LLC
DECREASED
Shares11,068 from 25,867
Change-14,799 (-57%)
Value$1.2M (-$1.7M)
Filed 2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares10,984 from 8,935
Change+2,049 (+23%)
Value$1.2M (+$212.8K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
DECREASED
Shares10,966 from 11,129
Change-163 (-1%)
Value$1.2M (-$41.3K)
Filed 2026-10-16
Arwa LLC
NEW
Shares10,869
Change+10,869
Value$1.3M
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares10,845 from 483
Change+10,362 (+2145%)
Value$1.2M (+$1.2M)
Filed 2026-10-29
Plus Group Wealth Advisors LLC
INCREASED
Shares10,746 from 10,299
Change+447 (+4%)
Value$1.2M (+$29.3K)
Filed 2026-10-19
Clarus Wealth Advisors
INCREASED
Shares10,439 from 10,383
Change+56 (+1%)
Value$1.2M (+$21.9K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares10,290 from 14,223
Change-3,933 (-28%)
Value$1.2M (-$473.1K)
Filed 2026-11-03
TrueWealth Advisors, LLC
INCREASED
Shares9,867 from 9,640
Change+227 (+2%)
Value$1.1M (+$5.7K)
Filed 2026-10-09
Elevation Capital Advisory, LLC
NEW
Shares9,773
Change+9,773
Value$1.1M
Filed 2026-10-29
Financial Perspectives, Inc
DECREASED
Shares9,593 from 9,801
Change-208 (-2%)
Value$1.1M (-$43.7K)
Filed 2026-11-03
Pinnacle Associates LTD
UNCHANGED
Shares9,533 from 9,533
Change0 (0%)
Value$1.1M (-$19.6K)
Filed 2026-10-20
Ignite Planners, LLC
INCREASED
Shares9,365 from 5,945
Change+3,420 (+58%)
Value$1.1M (+$398.9K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
INCREASED
Shares9,287 from 7,592
Change+1,695 (+22%)
Value$1.0M (+$175.6K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares9,158 from 9,158
Change0 (0%)
Value$1.0M (-$18.9K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares8,952 from 9,496
Change-544 (-6%)
Value$1.0M (-$80.9K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares8,911 from 8,724
Change+187 (+2%)
Value$1.0M (+$3.2K)
Filed 2026-10-30
Flaharty Asset Management, LLC
DECREASED
Shares8,497 from 22,589
Change-14,092 (-62%)
Value$981.1K (-$1.5M)
Filed 2026-11-02
Daymark Wealth Partners, LLC
DECREASED
Shares8,216 from 8,225
Change-9 (0%)
Value$926.9K (-$18.0K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares7,920 from 8,800
Change-880 (-10%)
Value$893.5K (-$117.4K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares7,846 from 7,818
Change+28 (+0%)
Value$885.2K (-$12.9K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,787 from 276
Change+7,511 (+2721%)
Value$885.4K (+$854.1K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares7,702 from 7,972
Change-270 (-3%)
Value$869.0K (-$46.9K)
Filed 2026-10-26
Centerpoint Advisory Group
UNCHANGED
Shares7,060 from 7,060
Change0 (0%)
Value$796.5K (-$14.5K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares6,963 from 6,789
Change+174 (+3%)
Value$785.6K (+$5.6K)
Filed 2026-11-03
Elmwood Wealth Management, Inc.
UNCHANGED
Shares6,809 from 6,809
Change0 (0%)
Value$768.2K (-$14.0K)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares6,669 from 7,334
Change-665 (-9%)
Value$752.4K (-$90.1K)
Filed 2026-10-21
Florida Trust Wealth Management Co
UNCHANGED
Shares6,430 from 6,430
Change0 (0%)
Value$725.4K (-$13.2K)
Filed 2026-11-05
Waterfront Wealth Inc.
UNCHANGED
Shares6,245 from 6,245
Change0 (0%)
Value$708.0K (-$7.5K)
Filed 2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares6,136 from 6,127
Change+9 (+0%)
Value$692.2K (-$11.6K)
Filed 2026-10-07
Spire Wealth Management
INCREASED
Shares5,922 from 4,764
Change+1,158 (+24%)
Value$668.2K (+$120.9K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
INCREASED
Shares5,920 from 4,515
Change+1,405 (+31%)
Value$667.9K (+$245.0K)
Filed 2026-10-13
Briggs Wealth Management, Inc
DECREASED
Shares5,619 from 6,108
Change-489 (-8%)
Value$633.9K (-$67.8K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares5,510 from 5,510
Change0 (0%)
Value$621.6K (-$11.4K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares5,420 from 5,228
Change+192 (+4%)
Value$611.5K (+$10.8K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares5,395 from 5,460
Change-65 (-1%)
Value$608.7K (-$18.6K)
Filed 2026-11-04
PFG Advisors
DECREASED
Shares5,343 from 5,499
Change-156 (-3%)
Value$602.9K (-$28.9K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
DECREASED
Shares5,217 from 5,228
Change-11 (0%)
Value$588.6K (-$12.0K)
Filed 2026-10-27
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$588.1K (-$10.7K)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$586.7K (-$10.7K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
INCREASED
Shares5,181 from 5,177
Change+4 (+0%)
Value$584.5K (-$10.2K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,060 from 4,789
Change+271 (+6%)
Value$571.0K (+$20.8K)
Filed 2026-10-14
Able Financial Group, LLC
DECREASED
Shares5,045 from 5,226
Change-181 (-3%)
Value$569.2K (-$31.2K)
Filed 2026-10-14
Aries Wealth Management
UNCHANGED
Shares4,975 from 4,975
Change0 (0%)
Value$561.3K (-$10.2K)
Filed 2026-10-23
1834 Investment Advisors Co
NEW
Shares4,874
Change+4,874
Value$549.9K
Filed 2026-10-16
Krilogy Financial LLC
UNCHANGED
Shares4,835 from 4,835
Change0 (0%)
Value$550.1K (-$5.4K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares4,790 from 5,456
Change-666 (-12%)
Value$540.4K (-$86.4K)
Filed 2026-10-26
Claro Advisors Inc.
INCREASED
Shares4,734 from 4,707
Change+27 (+1%)
Value$534.1K (-$6.7K)
Filed 2026-11-02
Sunrise Financial Services, LLC
INCREASED
Shares4,627 from 3,420
Change+1,207 (+35%)
Value$522.0K (+$129.1K)
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares4,611 from 5,534
Change-923 (-17%)
Value$520.2K (-$115.5K)
Filed 2026-10-02
Genesee Capital Advisors, LLC
INCREASED
Shares4,534 from 4,529
Change+5 (+0%)
Value$511.5K (-$8.7K)
Filed 2026-10-20
Midwest Trust Co
DECREASED
Shares4,412 from 4,712
Change-300 (-6%)
Value$497.8K (-$43.6K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares4,407 from 1,822
Change+2,585 (+142%)
Value$497.2K (+$287.9K)
Filed 2026-10-20
Kraft, Davis & Associates, LLC
UNCHANGED
Shares4,253 from 4,253
Change0 (0%)
Value$478.6K (-$1.4K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares4,238 from 3,444
Change+794 (+23%)
Value$478.1K (+$82.5K)
Filed 2026-10-22
Trek Financial, LLC
INCREASED
Shares4,197 from 4,196
Change+1 (+0%)
Value$473.5K (-$8.6K)
Filed 2026-10-29
Key Client Fiduciary Advisors, LLC
DECREASED
Shares3,996 from 4,044
Change-48 (-1%)
Value$450.8K (-$13.8K)
Filed 2026-10-19
Kraematon Investment Advisors, Inc
INCREASED
Shares3,919 from 3,915
Change+4 (+0%)
Value$442.2K (-$7.6K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3,837 from 3,837
Change0 (0%)
Value$432.9K (-$7.9K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares3,827 from 2,355
Change+1,472 (+63%)
Value$431.8K (+$161.2K)
Filed 2026-10-28
Beacon Bank & Trust
DECREASED
Shares3,765 from 4,549
Change-784 (-17%)
Value$424.8K (-$97.8K)
Filed 2026-10-27
Quantum Private Wealth, LLC
UNCHANGED
Shares3,718 from 3,718
Change0 (0%)
Value$419.5K (-$7.7K)
Filed 2026-10-20
Richmond Investment Services, LLC
DECREASED
Shares3,570 from 3,756
Change-186 (-5%)
Value$402.8K (-$28.7K)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares3,528 from 4,147
Change-619 (-15%)
Value$398.1K (-$78.4K)
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares3,485 from 3,485
Change0 (0%)
Value$400.4K ($0)
Filed 2026-10-26
Formidable Asset Management, LLC
DECREASED
Shares3,453 from 3,662
Change-209 (-6%)
Value$396.7K (+$53.7K)
Filed 2026-11-03
Tucker Asset Management LLC
INCREASED
Shares3,392 from 3,147
Change+245 (+8%)
Value$382.7K (+$21.2K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares3,256 from 3,448
Change-192 (-6%)
Value$367.4K (-$28.7K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares3,227 from 3,227
Change0 (0%)
Value$364.1K (-$6.6K)
Filed 2026-10-20
HBW Advisory Services LLC
DECREASED
Shares3,202 from 16,184
Change-12,982 (-80%)
Value$361.3K (-$1.5M)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares3,169 from 2,331
Change+838 (+36%)
Value$357.5K (+$88.8K)
Filed 2026-11-06
First Heartland Consultants, Inc.
INCREASED
Shares3,066 from 3,031
Change+35 (+1%)
Value$345.9K (-$2.3K)
Filed 2026-10-08
Trueblood Wealth Management, LLC
INCREASED
Shares3,062 from 3,057
Change+5 (+0%)
Value$345.4K (-$5.8K)
Filed 2026-10-23
Avaii Wealth Management, LLC
INCREASED
Shares3,033 from 2,965
Change+68 (+2%)
Value$350.2K (+$9.6K)
Filed 2026-10-09
Platform Technology Partners
INCREASED
Shares3,018 from 3,017
Change+1 (+0%)
Value$340.5K (-$6.2K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares3,016 from 2,753
Change+263 (+10%)
Value$342.9K (+$31.1K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$285.1K (-$9.0K)
Filed 2026-11-04
Destiny Wealth Partners, LLC
UNCHANGED
Shares2,959 from 2,959
Change0 (0%)
Value$333.1K (+$6.2K)
Filed 2026-11-05
Key FInancial Inc
DECREASED
Shares2,941 from 3,051
Change-110 (-4%)
Value$331.8K (-$18.7K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares2,901 from 2,898
Change+3 (+0%)
Value$327.3K (-$5.6K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares2,878 from 2,931
Change-53 (-2%)
Value$332.6K (-$1.2K)
Filed 2026-10-28
Brighton Jones LLC
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$323.2K (-$5.9K)
Filed 2026-11-03
Compass Financial Services Inc
INCREASED
Shares2,835 from 2,830
Change+5 (+0%)
Value$320.0K (-$5.2K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares2,824 from 398
Change+2,426 (+610%)
Value$318.6K (+$272.9K)
Filed 2026-11-04
Kestra Investment Management, LLC
INCREASED
Shares2,807 from 2,675
Change+132 (+5%)
Value$316.6K (+$9.4K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,796 from 6,428
Change-3,632 (-56%)
Value$315.5K (-$423.0K)
Filed 2026-10-14
Power Wealth Management LLC
DECREASED
Shares2,658 from 2,750
Change-92 (-3%)
Value$299.9K (-$16.0K)
Filed 2026-10-27
Madrona Financial Services, LLC
DECREASED
Shares2,570 from 2,614
Change-44 (-2%)
Value$289.9K (-$10.3K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
NEW
Shares2,546
Change+2,546
Value$287.0K
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares2,521 from 2,521
Change0 (0%)
Value$284.4K (-$5.2K)
Filed 2026-10-30
tru Independence LLC
DECREASED
Shares2,508 from 2,509
Change-1 (0%)
Value$283.0K (-$5.2K)
Filed 2026-10-20
Northcape Wealth Management, LLC
DECREASED
Shares2,500 from 2,710
Change-210 (-8%)
Value$282.1K (-$29.3K)
Filed 2026-11-04
Founders Financial Securities LLC
UNCHANGED
Shares2,466 from 2,466
Change0 (0%)
Value$278.2K (-$5.1K)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares2,423 from 2,431
Change-8 (0%)
Value$273.4K (-$5.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$272.9K (-$5.0K)
Filed 2026-11-06
Independent Wealth Network Inc.
DECREASED
Shares2,411 from 2,495
Change-84 (-3%)
Value$272.0K (-$14.6K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$270.8K (-$4.9K)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares2,212 from 2,312
Change-100 (-4%)
Value$253.8K (-$11.8K)
Filed 2026-10-09
Bison Wealth, LLC
INCREASED
Shares2,158 from 2,155
Change+3 (+0%)
Value$245.5K (+$1.3K)
Filed 2026-10-13
Kondo Wealth Advisors, Inc.
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$239.2K (-$4.4K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares2,119 from 2,116
Change+3 (+0%)
Value$239.1K (-$4.0K)
Filed 2026-10-29
CX Institutional
DECREASED
Shares2,095 from 2,806
Change-711 (-25%)
Value$236 (-$86)
Filed 2026-10-02
NWF Advisory Services Inc.
INCREASED
Shares2,089 from 2,071
Change+18 (+1%)
Value$235.7K (-$2.2K)
Filed 2026-10-19
Ritholtz Wealth Management
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$231.6K (-$4.2K)
Filed 2026-11-05
WT Wealth Management
DECREASED
Shares2,052 from 2,092
Change-40 (-2%)
Value$231.5K (-$8.8K)
Filed 2026-10-13
SkyOak Wealth, LLC
DECREASED
Shares2,018 from 2,097
Change-79 (-4%)
Value$227.7K (-$13.2K)
Filed 2026-10-28
Catalyst Private Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$225.6K (-$4.1K)
Filed 2026-10-13
Associated Banc-Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$225.6K (-$4.1K)
Filed 2026-10-30
Kuhn & Co Investment Counsel
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$225.6K (-$4.1K)
Filed 2026-10-29
Jacobi Capital Management LLC
DECREASED
Shares1,941 from 2,140
Change-199 (-9%)
Value$219.0K (-$26.8K)
Filed 2026-11-05
Scheeler Financial LLC
NEW
Shares1,847
Change+1,847
Value$208.4K
Filed 2026-10-13
Omnitrust Wealth Management, Inc
NEW
Shares1,842
Change+1,842
Value$207.8K
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares1,822 from 1,946
Change-124 (-6%)
Value$205.5K (-$18.0K)
Filed 2026-10-13
ProCore Advisors, LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$200.3K (-$3.7K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares1,604 from 1,645
Change-41 (-2%)
Value$181.0K (-$8.0K)
Filed 2026-11-05
WestEnd Advisors, LLC
NEW
Shares1,401
Change+1,401
Value$158.1K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares1,209
Change+1,209
Value$136.4K
Filed 2026-10-19
AlphaCore Capital LLC
DECREASED
Shares1,119 from 1,346
Change-227 (-17%)
Value$126.2K (-$28.4K)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$112.8K (-$2.1K)
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$104.5K (-$1.9K)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$100.9K (-$1.8K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares887 from 1,774
Change-887 (-50%)
Value$100.1K (-$103.7K)
Filed 2026-10-30
GoalVest Advisory LLC
INCREASED
Shares852 from 829
Change+23 (+3%)
Value$96.1K (+$887)
Filed 2026-10-02
Next Level Wealth Planning, LLC
NEW
Shares847
Change+847
Value$95.5K
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$94.4K (-$1.7K)
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$91.6K (-$1.7K)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$89.4K (-$1.6K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares790 from 807
Change-17 (-2%)
Value$89.2K (-$3.6K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$84.6K (-$1.5K)
Filed 2026-10-13
Mondrian Investment Partners LTD
INCREASED
Shares656 from 69
Change+587 (+851%)
Value$73.5K (+$65.6K)
Filed 2026-10-23
Reap Financial Group, LLC
INCREASED
Shares642 from 641
Change+1 (+0%)
Value$72.4K (-$1.2K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares640 from 641
Change-1 (0%)
Value$72.2K (-$1.4K)
Filed 2026-10-28
Oakworth Capital, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$67.7K (-$1.1K)
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$67.0K (-$1.0K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares559 from 557
Change+2 (+0%)
Value$63.1K (-$954)
Filed 2026-10-07
Tounjian Advisory Partners, LLC
DECREASED
Shares548 from 748
Change-200 (-27%)
Value$61.8K (-$24.1K)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$60.9K (-$1.1K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares518 from 785
Change-267 (-34%)
Value$58.4K (-$31.7K)
Filed 2026-10-16
Valley National Advisers Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$56.4K (-$1.0K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$56.4K (-$1.0K)
Filed 2026-10-16
Raleigh Capital Management Inc.
INCREASED
Shares489 from 488
Change+1 (+0%)
Value$55.2K (-$937)
Filed 2026-10-28
1620 Investment Advisors, Inc.
DECREASED
Shares486 from 526
Change-40 (-8%)
Value$54.8K (-$5.6K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares481 from 478
Change+3 (+1%)
Value$54.2K (-$759)
Filed 2026-10-30
SYM Financial Corp
NEW
Shares434
Change+434
Value$49.0K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares431 from 230
Change+201 (+87%)
Value$48.6K (+$22.2K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$44.3K (+$171)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares350
Change+350
Value$39.5K
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$28.2K (-$515)
Filed 2026-10-06
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$27.6K (-$506)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$25.5K (-$228)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$24.5K (-$447)
Filed 2026-10-21
Eastern Bank
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$22.7K (-$414)
Filed 2026-10-05
American National Bank & Trust
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$19.6K (-$359)
Filed 2026-10-07
RMG Wealth Management LLC
NEW
Shares137
Change+137
Value$15.5K
Filed 2026-10-26
Lloyd Advisory Services, Llc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$11.4K (-$174)
Filed 2026-11-02
Mascoma Wealth Management LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$9.5K (-$173)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$8.2K (-$151)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$7.3K (-$134)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares52
Change+52
Value$5.9K
Filed 2026-11-03
Southern Michigan Bank & Trust
NEW
Shares51
Change+51
Value$5.8K
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.6K (-$103)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares46 from 23
Change+23 (+100%)
Value$5.2K (+$2.5K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
NEW
Shares44
Change+44
Value$5.0K
Filed 2026-10-22
Key Capital Management, Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.5K (-$82)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.1K (-$74)
Filed 2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares22
Change+22
Value$2
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.3K (-$42)
Filed 2026-10-14
Vima LLC
DECREASED
Shares18 from 178
Change-160 (-90%)
Value$2.0K (-$18.4K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.0K (-$37)
Filed 2026-10-15
Caldwell Trust Co
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.0K (-$37)
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares15
Change+15
Value$1.7K
Filed 2026-10-13
Nfsg Corp
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (-$25)
Filed 2026-10-15
Proathlete Wealth Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (-$21)
Filed 2026-10-15
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$85 (-$2)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 4,324
Change-4,324 (-100%)
Value$0 (-$496.7K)
Filed 2026-10-15
Eagle Strategies LLC
CLOSED
Shares0 from 3,461
Change-3,461 (-100%)
Value$0 (-$397.6K)
Filed 2026-10-16
Sowell Financial Services LLC
CLOSED
Shares0 from 2,786
Change-2,786 (-100%)
Value$0 (-$320.0K)
Filed 2026-10-23
Quantum Financial Partners LLC
CLOSED
Shares0 from 1,961
Change-1,961 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-19
SteelPeak Wealth, LLC
CLOSED
Shares0 from 1,885
Change-1,885 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-16
Whelan Financial
CLOSED
Shares0 from 1,772
Change-1,772 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-28
Compound Planning, Inc.
CLOSED
Shares0 from 1,762
Change-1,762 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,229
Change-1,229 (-100%)
Value$0 (-$141.2K)
Filed 2026-10-15
Torren Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$45.9K)
Filed 2026-10-29
First Pacific Financial
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$35.0K)
Filed 2026-10-14
Wagner Wealth Management, LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-21
Blue Trust, Inc.
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-15
LPL Financial LLC
N/A
Shares— from 2,751,129
Change-2,751,129 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,890,317
Change-1,890,317 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,490,872
Change-1,490,872 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,454,869
Change-1,454,869 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,362,599
Change-1,362,599 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,051,698
Change-1,051,698 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 838,304
Change-838,304 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 695,257
Change-695,257 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 584,384
Change-584,384 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 583,104
Change-583,104 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 483,646
Change-483,646 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 424,544
Change-424,544 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 374,553
Change-374,553 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 288,653
Change-288,653 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 277,423
Change-277,423 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 252,027
Change-252,027 (-100%)
Value—
&partners
N/A
Shares— from 238,721
Change-238,721 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 160,960
Change-160,960 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 156,576
Change-156,576 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 153,651
Change-153,651 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 147,371
Change-147,371 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 132,979
Change-132,979 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 126,000
Change-126,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 112,597
Change-112,597 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 95,945
Change-95,945 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 93,939
Change-93,939 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 90,500
Change-90,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 79,500
Change-79,500 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 76,997
Change-76,997 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 76,684
Change-76,684 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,412
Change-73,412 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 64,104
Change-64,104 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 63,406
Change-63,406 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 62,860
Change-62,860 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 62,657
Change-62,657 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 60,895
Change-60,895 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 56,227
Change-56,227 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 55,473
Change-55,473 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 52,841
Change-52,841 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,504
Change-52,504 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,948
Change-48,948 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45,630
Change-45,630 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 43,584
Change-43,584 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 43,551
Change-43,551 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 43,424
Change-43,424 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 43,408
Change-43,408 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 40,003
Change-40,003 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 37,572
Change-37,572 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 37,161
Change-37,161 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,877
Change-35,877 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 35,389
Change-35,389 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 31,629
Change-31,629 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 30,785
Change-30,785 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 30,617
Change-30,617 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 30,497
Change-30,497 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 27,765
Change-27,765 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,383
Change-26,383 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 26,240
Change-26,240 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 25,205
Change-25,205 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,494
Change-24,494 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,769
Change-23,769 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 23,482
Change-23,482 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 22,891
Change-22,891 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 22,198
Change-22,198 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 21,759
Change-21,759 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 21,754
Change-21,754 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 21,599
Change-21,599 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 20,317
Change-20,317 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 19,799
Change-19,799 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 18,721
Change-18,721 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,058
Change-18,058 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 17,809
Change-17,809 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,866
Change-16,866 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,162
Change-16,162 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,617
Change-15,617 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,546
Change-15,546 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,315
Change-15,315 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 13,263
Change-13,263 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,940
Change-12,940 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,506
Change-12,506 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 11,044
Change-11,044 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 10,231
Change-10,231 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 914
Change-914 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 722
Change-722 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 666
Change-666 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 628
Change-628 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 614
Change-614 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 587
Change-587 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 457
Change-457 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 442
Change-442 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 410
Change-410 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 401
Change-401 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 305
Change-305 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 107
Change-107 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 101
Change-101 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 41
Change-41 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Elevation Point Wealth Partners, LLC
INCREASED382,35515,617+366,738+2348%$1.8M$43.1M+$41.3M2026-11-05
Commonwealth Equity Services, LLC
INCREASED320,337286,653+33,684+12%$32.9M$36.1M+$3.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED267,276252,387+14,889+6%$29.0M$30.2M+$1.2M2026-11-02
Creative Planning
DECREASED265,203265,998-7950%$30.6M$29.9M-$637.5K2026-11-02
Aprio Wealth Management, LLC
DECREASED249,379379,768-130,389-34%$43.6M$28.1M-$15.5M2026-10-28
Park National Corp
DECREASED246,245252,595-6,350-3%$29.0M$27.8M-$1.2M2026-10-05
IFP Advisors, Inc
DECREASED187,713194,679-6,966-4%$22.4M$21.2M-$1.2M2026-10-16
Kestra Advisory Services, LLC
INCREASED181,499148,481+33,018+22%$17.1M$20.5M+$3.4M2026-11-02
Truist Financial Corp
DECREASED181,268187,304-6,036-3%$21.5M$20.5M-$1.1M2026-10-30
Assetmark, Inc
INCREASED177,091169,915+7,176+4%$19.5M$20.0M+$459.6K2026-10-21
D.A. Davidson & Co.
INCREASED159,082156,631+2,451+2%$18.0M$17.9M-$46.2K2026-10-28
New England Private Wealth Advisors LLC
INCREASED143,617143,275+342+0%$15.4M$16.2M+$843.7K2026-10-19
Cherry Creek Investment Advisors, Inc.
DECREASED137,023137,187-1640%$15.8M$15.5M-$301.2K2026-10-14
Crumly & Associates Inc.
INCREASED110,68599,902+10,783+11%$11.5M$12.5M+$1.0M2026-10-07
Capital Advisors, Ltd. LLC
INCREASED99,84490,812+9,032+10%$10.4K$11.3M+$11.3M2026-10-27
Private Wealth Group, LLC
INCREASED98,64496,271+2,373+2%$11.1M$11.1M+$69.4K2026-10-19
Vaquero Private Wealth, LTD
DECREASED89,78490,845-1,061-1%$10.4M$10.1M-$306.9K2026-10-27
Prospera Financial Services Inc
INCREASED77,18047,696+29,484+62%$5.5M$8.8M+$3.3M2026-11-04
Stackstone Wealth, LLC
NEW70,391—+70,391——$7.9M—2026-10-19
J.W. Cole Advisors, Inc.
INCREASED67,18556,417+10,768+19%$6.5M$7.6M+$1.1M2026-11-05
Congress Asset Management Co
NEW64,427—+64,427——$64.4K—2026-10-06
US Bancorp \de\
INCREASED63,53962,975+564+1%$7.2M$7.2M-$68.6K2026-11-05
Hobart Private Capital, LLC
INCREASED61,17159,030+2,141+4%$6.8M$6.9M+$120.0K2026-10-19
Hengehold Capital Management LLC
DECREASED60,00760,256-2490%$6.9M$6.8M-$152.2K2026-10-16
Sigma Planning Corp
DECREASED57,56468,710-11,146-16%$7.9M$6.5M-$1.4M2026-10-23
Catalyst Investment Management LLC
INCREASED55,07153,785+1,286+2%$6.2M$6.2M+$34.2K2026-10-21
Bank of New York Mellon Corp
INCREASED54,04051,192+2,848+6%$5.9M$6.1M+$215.9K2026-11-05
StoneX Group Inc.
DECREASED52,03857,244-5,206-9%$6.6M$5.9M-$731.6K2026-11-03
Thrivent Financial for Lutherans
DECREASED51,74555,867-4,122-7%$6.4M$5.8M-$580.0K2026-11-05
Defined Wealth Management, LLC
INCREASED45,13845,083+55+0%$5.2M$5.1M-$86.7K2026-10-19
Park Avenue Securities LLC
DECREASED42,25644,389-2,133-5%$5.1M$4.8M-$332.0K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED41,51531,553+9,962+32%$3.6M$4.7M+$1.1M2026-10-16
Morey & Quinn Wealth Partners, LLC
INCREASED38,83838,715+123+0%$4.4M$4.4M-$65.9K2026-10-28
Lido Advisors, LLC
DECREASED38,49338,763-270-1%$4.5M$4.3M-$110.4K2026-11-04
Cottonwood Capital Advisors, LLC
DECREASED38,43238,669-237-1%$4.4M$4.3M-$106.5K2026-10-20
BlueChip Wealth Advisors LLC
DECREASED37,40438,234-830-2%$4.4M$4.2M-$172.4K2026-11-03
Atria Investments, Inc
DECREASED36,28437,393-1,109-3%$4.3M$4.1M-$202.1K2026-10-15
Ayalon Insurance Comp Ltd.
INCREASED34,33631,674+2,662+8%$3.6K$3.9M+$3.9M2026-10-08
Sagace Wealth Management LLC
DECREASED33,26333,890-627-2%$3.9M$3.8M-$140.6K2026-10-28
Novem Group
INCREASED32,81431,192+1,622+5%$3.6M$3.7M+$118.8K2026-10-19
Prosperity Financial Group, Inc.
DECREASED30,96132,520-1,559-5%$3.7M$3.5M-$242.8K2026-10-29
Iams Wealth Management, LLC
DECREASED29,71137,891-8,180-22%$4.4M$3.4M-$1.0M2026-10-15
Ballew Advisors, Inc
INCREASED29,37828,860+518+2%$3.2M$3.4M+$182.5K2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED28,89628,664+232+1%$3.3M$3.3M+$31.6K2026-10-13
Chicago Partners Investment Group LLC
DECREASED28,67234,046-5,374-16%$3.7M$3.2M-$409.5K2026-10-27
Randall & Associates Wealth Management
INCREASED27,89818,729+9,169+49%$2.2M$3.1M+$995.9K2026-10-20
WealthPlan Investment Management, LLC
DECREASED27,68531,130-3,445-11%$3.6M$3.1M-$452.8K2026-10-15
Great Diamond Partners, LLC
DECREASED27,57927,848-269-1%$3.2M$3.1M-$87.7K2026-10-13
Kaydan Wealth Management, Inc.
DECREASED27,42129,923-2,502-8%$3.4M$3.1M-$343.9K2026-10-08
Paller Financial Services Inc
DECREASED26,80127,923-1,122-4%$3.2M$3.0M-$184.1K2026-10-13
Connecticut Wealth Management, LLC
DECREASED23,60323,777-174-1%$2.7M$2.7M-$68.6K2026-10-13
Oppenheimer & Co Inc
INCREASED22,97621,614+1,362+6%$2.5M$2.6M+$109.1K2026-10-26
Wedbush Securities Inc
INCREASED21,11820,903+215+1%$2.4M$2.4M-$19.0K2026-10-22
MTM Investment Management, LLC
DECREASED21,04221,276-234-1%$2.4M$2.4M-$70.3K2026-10-30
Pacific Excel Wealth Advisors, Inc.
NEW20,665—+20,665——$2.3M—2026-10-27
Cambiar Investors LLC
NEW19,801—+19,801——$2.2M—2026-11-04
Fifth Third Bancorp
INCREASED19,66716,078+3,589+22%$1.8M$2.2M+$371.8K2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED19,01019,084-740%$2.2M$2.1M-$47.7K2026-10-23
Huntleigh Advisors, Inc.
INCREASED18,99218,842+150+1%$2.2M$2.1M-$21.9K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED18,95116,721+2,230+13%$1.9M$2.1M+$217.1K2026-11-04
Wedmont Private Capital
INCREASED18,34618,345+1+0%$2.1M$2.1M+$3.3K2026-10-09
Independent Financial Group, LLC
INCREASED18,17117,942+229+1%$2.1M$2.1M-$11.1K2026-10-13
Brookstone Capital Management
DECREASED16,69826,726-10,028-38%$3.1M$1.9M-$1.2M2026-10-22
Apeiron RIA LLC
UNCHANGED16,60716,60700%$1.9M$1.9M-$19.6K2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED16,38916,284+105+1%$1.9M$1.8M-$21.7K2026-10-23
Koshinski Asset Management, Inc.
DECREASED14,93315,332-399-3%$1.8M$1.7M-$76.6K2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED14,90514,897+8+0%$1.7M$1.7M-$29.8K2026-11-03
MGO One Seven LLC
INCREASED14,51013,876+634+5%$1.6M$1.6M+$43.0K2026-10-28
Golden State Wealth Management, LLC
INCREASED14,02313,932+91+1%$1.6M$1.6M-$18.4K2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED13,96114,959-998-7%$1.7M$1.6M-$143.4K2026-10-15
Financial Planning Hawaii, Inc.
DECREASED13,61814,018-400-3%$1.6M$1.5M-$73.9K2026-10-13
Ticino Wealth
DECREASED13,45213,946-494-4%$1.6M$1.5M-$84.5K2026-10-13
Compass Financial Management LLC
DECREASED12,69312,961-268-2%$1.5M$1.4M-$57.0K2026-10-30
Farther Finance Advisors, LLC
INCREASED12,60511,630+975+8%$1.3M$1.4M+$86.0K2026-10-08
Davenport & Co LLC
INCREASED12,1177,767+4,350+56%$892.3K$1.4M+$474.7K2026-10-14
Allen Capital Group, LLC
DECREASED12,11012,739-629-5%$1.5M$1.4M-$97.2K2026-10-27
Tcfg Investment Advisors, LLC
INCREASED12,10212,062+40+0%$1.4M$1.4M-$20.3K2026-10-20
Asset Allocation Strategies LLC
INCREASED11,27811,124+154+1%$1.3M$1.3M-$5.5K2026-10-20
Midwest Financial Network, LLC
DECREASED11,06825,867-14,799-57%$3.0M$1.2M-$1.7M2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED10,9848,935+2,049+23%$1.0M$1.2M+$212.8K2026-10-21
AlphaStar Capital Management, LLC
DECREASED10,96611,129-163-1%$1.3M$1.2M-$41.3K2026-10-16
Arwa LLC
NEW10,869—+10,869——$1.3M—2026-10-21
Signature Equity Partners, LLC
INCREASED10,845483+10,362+2145%$55.5K$1.2M+$1.2M2026-10-29
Plus Group Wealth Advisors LLC
INCREASED10,74610,299+447+4%$1.2M$1.2M+$29.3K2026-10-19
Clarus Wealth Advisors
INCREASED10,43910,383+56+1%$1.2M$1.2M+$21.9K2026-10-13
RFG Advisory, LLC
DECREASED10,29014,223-3,933-28%$1.6M$1.2M-$473.1K2026-11-03
TrueWealth Advisors, LLC
INCREASED9,8679,640+227+2%$1.1M$1.1M+$5.7K2026-10-09
Elevation Capital Advisory, LLC
NEW9,773—+9,773——$1.1M—2026-10-29
Financial Perspectives, Inc
DECREASED9,5939,801-208-2%$1.1M$1.1M-$43.7K2026-11-03
Pinnacle Associates LTD
UNCHANGED9,5339,53300%$1.1M$1.1M-$19.6K2026-10-20
Ignite Planners, LLC
INCREASED9,3655,945+3,420+58%$683.0K$1.1M+$398.9K2026-10-14
Endowment Wealth Management, Inc.
INCREASED9,2877,592+1,695+22%$872.1K$1.0M+$175.6K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED9,1589,15800%$1.1M$1.0M-$18.9K2026-10-23
CoreCap Advisors, LLC
DECREASED8,9529,496-544-6%$1.1M$1.0M-$80.9K2026-10-08
Kestra Private Wealth Services, LLC
INCREASED8,9118,724+187+2%$1.0M$1.0M+$3.2K2026-10-30
Flaharty Asset Management, LLC
DECREASED8,49722,589-14,092-62%$2.5M$981.1K-$1.5M2026-11-02
Daymark Wealth Partners, LLC
DECREASED8,2168,225-90%$944.9K$926.9K-$18.0K2026-11-04
Elevated Capital Advisors, LLC
DECREASED7,9208,800-880-10%$1.0M$893.5K-$117.4K2026-11-04
Apollon Wealth Management, LLC
INCREASED7,8467,818+28+0%$898.1K$885.2K-$12.9K2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED7,787276+7,511+2721%$31.3K$885.4K+$854.1K2026-11-04
Lanark Financial, Inc.
DECREASED7,7027,972-270-3%$915.9K$869.0K-$46.9K2026-10-26
Centerpoint Advisory Group
UNCHANGED7,0607,06000%$811.1K$796.5K-$14.5K2026-10-23
Parallel Advisors, LLC
INCREASED6,9636,789+174+3%$779.9K$785.6K+$5.6K2026-11-03
Elmwood Wealth Management, Inc.
UNCHANGED6,8096,80900%$782.2K$768.2K-$14.0K2026-10-14
Fifth Third Securities, Inc.
DECREASED6,6697,334-665-9%$842.5K$752.4K-$90.1K2026-10-21
Florida Trust Wealth Management Co
UNCHANGED6,4306,43000%$738.7K$725.4K-$13.2K2026-11-05
Waterfront Wealth Inc.
UNCHANGED6,2456,24500%$715.5K$708.0K-$7.5K2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED6,1366,127+9+0%$703.9K$692.2K-$11.6K2026-10-07
Spire Wealth Management
INCREASED5,9224,764+1,158+24%$547.2K$668.2K+$120.9K2026-10-30
SAX Wealth Advisors, LLC
INCREASED5,9204,515+1,405+31%$422.9K$667.9K+$245.0K2026-10-13
Briggs Wealth Management, Inc
DECREASED5,6196,108-489-8%$701.7K$633.9K-$67.8K2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED5,5105,51000%$633.0K$621.6K-$11.4K2026-10-13
Nations Financial Group Inc,
INCREASED5,4205,228+192+4%$600.7K$611.5K+$10.8K2026-11-05
Visionary Wealth Advisors
DECREASED5,3955,460-65-1%$627.2K$608.7K-$18.6K2026-11-04
PFG Advisors
DECREASED5,3435,499-156-3%$631.7K$602.9K-$28.9K2026-10-16
Pathway Financial Advisers, LLC
DECREASED5,2175,228-110%$600.5K$588.6K-$12.0K2026-10-27
Syntegra Private Wealth Group, LLC
UNCHANGED5,2135,21300%$598.9K$588.1K-$10.7K2026-10-13
Central Trust Co
UNCHANGED5,2005,20000%$597.4K$586.7K-$10.7K2026-11-05
WealthBridge Capital Management, LLC
INCREASED5,1815,177+4+0%$594.7K$584.5K-$10.2K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,0604,789+271+6%$550.2K$571.0K+$20.8K2026-10-14
Able Financial Group, LLC
DECREASED5,0455,226-181-3%$600.4K$569.2K-$31.2K2026-10-14
Aries Wealth Management
UNCHANGED4,9754,97500%$571.5K$561.3K-$10.2K2026-10-23
1834 Investment Advisors Co
NEW4,874—+4,874——$549.9K—2026-10-16
Krilogy Financial LLC
UNCHANGED4,8354,83500%$555.5K$550.1K-$5.4K2026-10-13
Flagship Harbor Advisors, LLC
DECREASED4,7905,456-666-12%$626.8K$540.4K-$86.4K2026-10-26
Claro Advisors Inc.
INCREASED4,7344,707+27+1%$540.8K$534.1K-$6.7K2026-11-02
Sunrise Financial Services, LLC
INCREASED4,6273,420+1,207+35%$392.9K$522.0K+$129.1K2026-10-21
Private Client Services, LLC
DECREASED4,6115,534-923-17%$635.7K$520.2K-$115.5K2026-10-02
Genesee Capital Advisors, LLC
INCREASED4,5344,529+5+0%$520.3K$511.5K-$8.7K2026-10-20
Midwest Trust Co
DECREASED4,4124,712-300-6%$541.3K$497.8K-$43.6K2026-10-22
Private Trust Co NA
INCREASED4,4071,822+2,585+142%$209.3K$497.2K+$287.9K2026-10-20
Kraft, Davis & Associates, LLC
UNCHANGED4,2534,25300%$480.0K$478.6K-$1.4K2026-10-21
Strategic Blueprint, LLC
INCREASED4,2383,444+794+23%$395.6K$478.1K+$82.5K2026-10-22
Trek Financial, LLC
INCREASED4,1974,196+1+0%$482.0K$473.5K-$8.6K2026-10-29
Key Client Fiduciary Advisors, LLC
DECREASED3,9964,044-48-1%$464.6K$450.8K-$13.8K2026-10-19
Kraematon Investment Advisors, Inc
INCREASED3,9193,915+4+0%$449.8K$442.2K-$7.6K2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED3,8373,83700%$440.8K$432.9K-$7.9K2026-10-29
Cullen T Bankers, Inc.
INCREASED3,8272,355+1,472+63%$270.5K$431.8K+$161.2K2026-10-28
Beacon Bank & Trust
DECREASED3,7654,549-784-17%$522.6K$424.8K-$97.8K2026-10-27
Quantum Private Wealth, LLC
UNCHANGED3,7183,71800%$427.1K$419.5K-$7.7K2026-10-20
Richmond Investment Services, LLC
DECREASED3,5703,756-186-5%$431.5K$402.8K-$28.7K2026-10-29
Integrity Alliance, Llc.
DECREASED3,5284,147-619-15%$476.5K$398.1K-$78.4K2026-10-29
PKS Advisory Services, LLC
UNCHANGED3,4853,48500%$400.4K$400.4K$02026-10-26
Formidable Asset Management, LLC
DECREASED3,4533,662-209-6%$343.0K$396.7K+$53.7K2026-11-03
Tucker Asset Management LLC
INCREASED3,3923,147+245+8%$361.5K$382.7K+$21.2K2026-10-29
PNC Financial Services Group, Inc.
DECREASED3,2563,448-192-6%$396.1K$367.4K-$28.7K2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED3,2273,22700%$370.7K$364.1K-$6.6K2026-10-20
HBW Advisory Services LLC
DECREASED3,20216,184-12,982-80%$1.9M$361.3K-$1.5M2026-10-15
Savant Capital, LLC
INCREASED3,1692,331+838+36%$268.7K$357.5K+$88.8K2026-11-06
First Heartland Consultants, Inc.
INCREASED3,0663,031+35+1%$348.2K$345.9K-$2.3K2026-10-08
Trueblood Wealth Management, LLC
INCREASED3,0623,057+5+0%$351.2K$345.4K-$5.8K2026-10-23
Avaii Wealth Management, LLC
INCREASED3,0332,965+68+2%$340.6K$350.2K+$9.6K2026-10-09
Platform Technology Partners
INCREASED3,0183,017+1+0%$346.6K$340.5K-$6.2K2026-11-02
International Assets Investment Management, LLC
INCREASED3,0162,753+263+10%$311.8K$342.9K+$31.1K2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED2,9762,97600%$294.0K$285.1K-$9.0K2026-11-04
Destiny Wealth Partners, LLC
UNCHANGED2,9592,95900%$326.9K$333.1K+$6.2K2026-11-05
Key FInancial Inc
DECREASED2,9413,051-110-4%$350.5K$331.8K-$18.7K2026-11-02
Rossby Financial, LCC
INCREASED2,9012,898+3+0%$332.9K$327.3K-$5.6K2026-11-05
Global Assets Advisory, LLC
DECREASED2,8782,931-53-2%$333.8K$332.6K-$1.2K2026-10-28
Brighton Jones LLC
UNCHANGED2,8652,86500%$329.1K$323.2K-$5.9K2026-11-03
Compass Financial Services Inc
INCREASED2,8352,830+5+0%$325.2K$320.0K-$5.2K2026-11-06
Creative Financial Designs Inc
INCREASED2,824398+2,426+610%$45.7K$318.6K+$272.9K2026-11-04
Kestra Investment Management, LLC
INCREASED2,8072,675+132+5%$307.3K$316.6K+$9.4K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED2,7966,428-3,632-56%$738.4K$315.5K-$423.0K2026-10-14
Power Wealth Management LLC
DECREASED2,6582,750-92-3%$315.9K$299.9K-$16.0K2026-10-27
Madrona Financial Services, LLC
DECREASED2,5702,614-44-2%$300.3K$289.9K-$10.3K2026-10-23
Thompson Siegel & Walmsley LLC
NEW2,546—+2,546——$287.0K—2026-11-05
Parr Mcknight Wealth Management Group, LLC
UNCHANGED2,5212,52100%$289.6K$284.4K-$5.2K2026-10-30
tru Independence LLC
DECREASED2,5082,509-10%$288.2K$283.0K-$5.2K2026-10-20
Northcape Wealth Management, LLC
DECREASED2,5002,710-210-8%$311.3K$282.1K-$29.3K2026-11-04
Founders Financial Securities LLC
UNCHANGED2,4662,46600%$283.3K$278.2K-$5.1K2026-10-28
Simplicity Wealth,LLC
DECREASED2,4232,431-80%$279.3K$273.4K-$5.9K2026-10-23
Clearstead Advisors, LLC
UNCHANGED2,4192,41900%$277.9K$272.9K-$5.0K2026-11-06
Independent Wealth Network Inc.
DECREASED2,4112,495-84-3%$286.6K$272.0K-$14.6K2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED2,4002,40000%$275.7K$270.8K-$4.9K2026-10-14
Sound Income Strategies, LLC
DECREASED2,2122,312-100-4%$265.5K$253.8K-$11.8K2026-10-09
Bison Wealth, LLC
INCREASED2,1582,155+3+0%$244.2K$245.5K+$1.3K2026-10-13
Kondo Wealth Advisors, Inc.
UNCHANGED2,1202,12000%$243.5K$239.2K-$4.4K2026-10-19
Summit Wealth Group LLC / Co
INCREASED2,1192,116+3+0%$243.1K$239.1K-$4.0K2026-10-29
CX Institutional
DECREASED2,0952,806-711-25%$322$236-$862026-10-02
NWF Advisory Services Inc.
INCREASED2,0892,071+18+1%$237.9K$235.7K-$2.2K2026-10-19
Ritholtz Wealth Management
UNCHANGED2,0532,05300%$235.8K$231.6K-$4.2K2026-11-05
WT Wealth Management
DECREASED2,0522,092-40-2%$240.3K$231.5K-$8.8K2026-10-13
SkyOak Wealth, LLC
DECREASED2,0182,097-79-4%$240.9K$227.7K-$13.2K2026-10-28
Catalyst Private Wealth, LLC
UNCHANGED2,0002,00000%$229.8K$225.6K-$4.1K2026-10-13
Associated Banc-Corp
UNCHANGED2,0002,00000%$229.8K$225.6K-$4.1K2026-10-30
Kuhn & Co Investment Counsel
UNCHANGED2,0002,00000%$229.8K$225.6K-$4.1K2026-10-29
Jacobi Capital Management LLC
DECREASED1,9412,140-199-9%$245.8K$219.0K-$26.8K2026-11-05
Scheeler Financial LLC
NEW1,847—+1,847——$208.4K—2026-10-13
Omnitrust Wealth Management, Inc
NEW1,842—+1,842——$207.8K—2026-11-02
Dynamic Advisor Solutions LLC
DECREASED1,8221,946-124-6%$223.5K$205.5K-$18.0K2026-10-13
ProCore Advisors, LLC
UNCHANGED1,7751,77500%$203.9K$200.3K-$3.7K2026-10-14
Larson Financial Group LLC
DECREASED1,6041,645-41-2%$189.0K$181.0K-$8.0K2026-11-05
WestEnd Advisors, LLC
NEW1,401—+1,401——$158.1K—2026-10-27
UMB Private Wealth Management, LLC
NEW1,209—+1,209——$136.4K—2026-10-19
AlphaCore Capital LLC
DECREASED1,1191,346-227-17%$154.6K$126.2K-$28.4K2026-11-04
Archer Investment Corp
UNCHANGED1,0001,00000%$114.9K$112.8K-$2.1K2026-11-05
Gamma Investing LLC
UNCHANGED92692600%$106.4K$104.5K-$1.9K2026-10-08
Signaturefd, LLC
UNCHANGED89589500%$102.8K$100.9K-$1.8K2026-10-23
Kelleher Financial Advisors
DECREASED8871,774-887-50%$203.8K$100.1K-$103.7K2026-10-30
GoalVest Advisory LLC
INCREASED852829+23+3%$95.2K$96.1K+$8872026-10-02
Next Level Wealth Planning, LLC
NEW847—+847——$95.5K—2026-10-29
Asset Dedication, LLC
UNCHANGED83783700%$96.2K$94.4K-$1.7K2026-11-03
North Star Investment Management Corp.
UNCHANGED81281200%$93.3K$91.6K-$1.7K2026-10-27
Evolution Wealth Management Inc.
UNCHANGED79279200%$91.0K$89.4K-$1.6K2026-10-28
Citigroup Inc
DECREASED790807-17-2%$92.7K$89.2K-$3.6K2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED75075000%$86.2K$84.6K-$1.5K2026-10-13
Mondrian Investment Partners LTD
INCREASED65669+587+851%$7.9K$73.5K+$65.6K2026-10-23
Reap Financial Group, LLC
INCREASED642641+1+0%$73.6K$72.4K-$1.2K2026-11-02
Buck Wealth Strategies, LLC
DECREASED640641-10%$73.6K$72.2K-$1.4K2026-10-28
Oakworth Capital, Inc.
UNCHANGED60060000%$68.8K$67.7K-$1.1K2026-10-26
Avion Wealth
UNCHANGED59559500%$68.0K$67.0K-$1.0K2026-11-04
Elevation Wealth Partners, LLC
INCREASED559557+2+0%$64.0K$63.1K-$9542026-10-07
Tounjian Advisory Partners, LLC
DECREASED548748-200-27%$85.9K$61.8K-$24.1K2026-11-04
Trust Co of Toledo NA
UNCHANGED54054000%$62.0K$60.9K-$1.1K2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED518785-267-34%$90.2K$58.4K-$31.7K2026-10-16
Valley National Advisers Inc
UNCHANGED50050000%$57.4K$56.4K-$1.0K2026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED50050000%$57.4K$56.4K-$1.0K2026-10-16
Raleigh Capital Management Inc.
INCREASED489488+1+0%$56.1K$55.2K-$9372026-10-28
1620 Investment Advisors, Inc.
DECREASED486526-40-8%$60.4K$54.8K-$5.6K2026-11-04
Capital Investment Advisory Services, LLC
INCREASED481478+3+1%$54.9K$54.2K-$7592026-10-30
SYM Financial Corp
NEW434—+434——$49.0K—2026-10-26
Silver Grove Financial Group, Inc.
INCREASED431230+201+87%$26.4K$48.6K+$22.2K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED39039000%$44.2K$44.3K+$1712026-10-16
Root Financial Partners, LLC
NEW350—+350——$39.5K—2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED25025000%$28.7K$28.2K-$5152026-10-06
Comprehensive Financial Planning, Inc.
UNCHANGED24524500%$28.1K$27.6K-$5062026-10-27
Mosley Wealth Management
UNCHANGED22422400%$25.7K$25.5K-$2282026-10-16
Trust Co of Vermont
UNCHANGED21721700%$24.9K$24.5K-$4472026-10-21
Eastern Bank
UNCHANGED20120100%$23.1K$22.7K-$4142026-10-05
American National Bank & Trust
UNCHANGED17417400%$20.0K$19.6K-$3592026-10-07
RMG Wealth Management LLC
NEW137—+137——$15.5K—2026-10-26
Lloyd Advisory Services, Llc.
UNCHANGED10110100%$11.6K$11.4K-$1742026-11-02
Mascoma Wealth Management LLC
UNCHANGED848400%$9.7K$9.5K-$1732026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED737300%$8.4K$8.2K-$1512026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED656500%$7.5K$7.3K-$1342026-10-15
Ascentis Independent Advisors
NEW52—+52——$5.9K—2026-11-03
Southern Michigan Bank & Trust
NEW51—+51——$5.8K—2026-10-19
Wolff Wiese Magana LLC
UNCHANGED505000%$5.7K$5.6K-$1032026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED4623+23+100%$2.6K$5.2K+$2.5K2026-11-02
Washington Trust Advisors, Inc.
NEW44—+44——$5.0K—2026-10-22
Key Capital Management, Inc
UNCHANGED404000%$4.6K$4.5K-$822026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED363600%$4.1K$4.1K-$742026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
NEW22—+22——$2—2026-10-14
Triumph Capital Management
UNCHANGED202000%$2.3K$2.3K-$422026-10-14
Vima LLC
DECREASED18178-160-90%$20.4K$2.0K-$18.4K2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED181800%$2.1K$2.0K-$372026-10-15
Caldwell Trust Co
UNCHANGED181800%$2.1K$2.0K-$372026-10-30
Clayton Financial Group LLC
NEW15—+15——$1.7K—2026-10-13
Nfsg Corp
UNCHANGED121200%$1.4K$1.4K-$252026-10-15
Proathlete Wealth Management LLC
UNCHANGED121200%$1.4K$1.4K-$212026-10-15
TD Private Client Wealth LLC
UNCHANGED1100%$87$85-$22026-10-28
Comprehensive Financial Consultants Institutional, Inc.
CLOSED04,324-4,324-100%$496.7K$0-$496.7K2026-10-15
Eagle Strategies LLC
CLOSED03,461-3,461-100%$397.6K$0-$397.6K2026-10-16
Sowell Financial Services LLC
CLOSED02,786-2,786-100%$320.0K$0-$320.0K2026-10-23
Quantum Financial Partners LLC
CLOSED01,961-1,961-100%$225.3K$0-$225.3K2026-10-19
SteelPeak Wealth, LLC
CLOSED01,885-1,885-100%$216.5K$0-$216.5K2026-10-16
Whelan Financial
CLOSED01,772-1,772-100%$203.6K$0-$203.6K2026-10-28
Compound Planning, Inc.
CLOSED01,762-1,762-100%$202.4K$0-$202.4K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,229-1,229-100%$141.2K$0-$141.2K2026-10-15
Torren Management, LLC
CLOSED0400-400-100%$45.9K$0-$45.9K2026-10-29
First Pacific Financial
CLOSED0305-305-100%$35.0K$0-$35.0K2026-10-14
Wagner Wealth Management, LLC
CLOSED0116-116-100%$13.3K$0-$13.3K2026-10-21
Blue Trust, Inc.
CLOSED062-62-100%$7.1K$0-$7.1K2026-10-15
LPL Financial LLC
N/A—2,751,129-2,751,129-100%$316.0M———
Morgan Stanley
N/A—1,890,317-1,890,317-100%$217.2M———
Bank of America Corp
N/A—1,490,872-1,490,872-100%$171.3M———
Raymond James Financial Inc
N/A—1,454,869-1,454,869-100%$167.1M———
Wells Fargo & Company
N/A—1,362,599-1,362,599-100%$156.5M———
UBS Group AG
N/A—1,051,698-1,051,698-100%$120.8M———
Envestnet Asset Management Inc
N/A—838,304-838,304-100%$96.3M———
Mainstay Capital Management LLC
N/A—695,257-695,257-100%$79.9M———
Royal Bank of Canada
N/A—584,384-584,384-100%$67.1M———
Ameriprise Financial Inc
N/A—583,104-583,104-100%$67.0M———
Cetera Investment Advisers
N/A—483,646-483,646-100%$55.6M———
NewEdge Advisors, LLC
N/A—424,544-424,544-100%$48.8M———
Osaic Holdings, Inc.
N/A—374,553-374,553-100%$43.0M———
Stifel Financial Corp
N/A—288,653-288,653-100%$33.2M———
Kirkwood Financial Services
N/A—277,423-277,423-100%$31.9M———
Modern Wealth Management, LLC
N/A—252,027-252,027-100%$29.0M———
&partners
N/A—238,721-238,721-100%$27.5M———
Janney Montgomery Scott LLC
N/A—160,960-160,960-100%$18.5M———
Two Sigma Investments, LP
N/A—156,576-156,576-100%$18.0M———
Benjamin Edwards Inc
N/A—153,651-153,651-100%$17.7M———
SOA Wealth Advisors, Llc.
N/A—147,371-147,371-100%$147.4K———
Pine Valley Investments Ltd Liability Co
N/A—132,979-132,979-100%$15.3M———
Equitable Holdings, Inc.
N/A—126,000-126,000-100%$14.5M———
Jones Financial Companies Lllp
N/A—112,597-112,597-100%$12.6M———
Harbour Investments, Inc.
N/A—95,945-95,945-100%$11.0M———
Quadrature Capital Ltd
N/A—93,939-93,939-100%$10.8M———
Stratos Wealth Partners, Ltd.
N/A—90,500-90,500-100%$10.4M———
Steward Partners Investment Advisory, LLC
N/A—79,500-79,500-100%$9.1M———
Summit Financial, LLC
N/A—76,997-76,997-100%$8.8M———
Orion Porfolio Solutions, LLC
N/A—76,684-76,684-100%$8.8M———
MML Investors Services, LLC
N/A—73,412-73,412-100%$8.4M———
Pursue Wealth Partners LLC
N/A—64,104-64,104-100%$7.4M———
Gateway Wealth Partners, LLC
N/A—63,406-63,406-100%$7.3M———
Rockefeller Capital Management L.P.
N/A—62,860-62,860-100%$7.2M———
Integrated Wealth Concepts LLC
N/A—62,657-62,657-100%$7.2M———
Snowden Capital Advisors LLC
N/A—60,895-60,895-100%$7.0M———
Wealth Management Associates, Inc.
N/A—56,227-56,227-100%$6.5M———
Baird Financial Group, Inc.
N/A—55,473-55,473-100%$6.4M———
Concorde Asset Management, LLC
N/A—52,841-52,841-100%$6.1M———
Northwestern Mutual Wealth Management Co
N/A—52,504-52,504-100%$6.0M———
Susquehanna International Group, LLP
N/A—48,948-48,948-100%$5.6M———
JPMorgan Chase & Co
N/A—45,630-45,630-100%$5.2M———
Ranch Capital Advisors Inc.
N/A—43,584-43,584-100%$5.0M———
Harvest Investment Services, LLC
N/A—43,551-43,551-100%$5.0M———
Private Advisor Group, LLC
N/A—43,424-43,424-100%$5.0M———
World Investment Advisors
N/A—43,408-43,408-100%$4.1M———
Main Street Financial Solutions, LLC
N/A—40,003-40,003-100%$4.6M———
N.E.W. Advisory Services LLC
N/A—37,572-37,572-100%$4.3M———
HighPoint Advisor Group LLC
N/A—37,161-37,161-100%$4.3M———
Mercer Global Advisors Inc
N/A—35,877-35,877-100%$4.1M———
Wealthfront Advisers LLC
N/A—35,389-35,389-100%$4.1M———
Kingsview Wealth Management, LLC
N/A—31,629-31,629-100%$3.6M———
AE Wealth Management LLC
N/A—30,785-30,785-100%$3.5M———
Virtu Financial LLC
N/A—30,617-30,617-100%$3.5M———
Silver OAK Securities, Incorporated
N/A—30,497-30,497-100%$3.5M———
Regal Investment Advisors LLC
N/A—27,765-27,765-100%$3.2M———
Arax Advisory Partners
N/A—26,383-26,383-100%$3.0M———
OneAscent Financial Services LLC
N/A—26,240-26,240-100%$3.0M———
Biondo Investment Advisors, LLC
N/A—25,205-25,205-100%$2.9M———
Sanctuary Advisors, LLC
N/A—24,494-24,494-100%$2.8M———
Envestnet Portfolio Solutions, Inc.
N/A—23,769-23,769-100%$2.7M———
Qube Research & Technologies Ltd
N/A—23,482-23,482-100%$2.7M———
Pinnacle Family Advisors, LLC
N/A—22,891-22,891-100%$2.6M———
Marshall Investment Management, LLC
N/A—22,198-22,198-100%$2.6M———
FSB Premier Wealth Management, Inc.
N/A—21,759-21,759-100%$2.5M———
Focus Partners Wealth
N/A—21,754-21,754-100%$2.5M———
HighTower Advisors, LLC
N/A—21,599-21,599-100%$2.5M———
Marshall Wace, LLP
N/A—20,317-20,317-100%$2.3M———
Coppell Advisory Solutions LLC
N/A—19,799-19,799-100%$6.8K———
NewEdge Wealth, LLC
N/A—18,721-18,721-100%$2.2M———
Citadel Advisors LLC
N/A—18,058-18,058-100%$2.1M———
LeClair Wealth Partners LLC
N/A—17,809-17,809-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—16,866-16,866-100%$1.9M———
FMR LLC
N/A—16,162-16,162-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—15,617-15,617-100%$1.8M———
Arkadios Wealth Advisors
N/A—15,546-15,546-100%$1.8M———
Global Retirement Partners, LLC
N/A—15,315-15,315-100%$1.8M———
Sequent Planning LLC
N/A—14,449-14,449-100%$1.7M———
Blackhawk Capital Partners, LLC
N/A—13,643-13,643-100%$1.6M———
Prasad Wealth Partners, LLC
N/A—13,400-13,400-100%$1.5M———
Wealth Watch Advisors, Inc
N/A—13,263-13,263-100%$1.5M———
IFG Advisory, LLC
N/A—12,940-12,940-100%$1.5M———
LaSalle St. Investment Advisors, LLC
N/A—12,506-12,506-100%$1.4M———
CreativeOne Wealth, LLC
N/A—12,425-12,425-100%$1.4M———
Reliant Investment Partners, LLC
N/A—12,303-12,303-100%$1.4M———
Clearwater Capital Advisors, LLC
N/A—11,044-11,044-100%$1.3M———
Spartan Wealth Advisory Services LLC
N/A—10,328-10,328-100%$1.2M———
Element Wealth, LLC
N/A—10,231-10,231-100%$1.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—9,955-9,955-100%$1.1M———
Mariner, LLC
N/A—9,504-9,504-100%$1.1M———
Geneos Wealth Management Inc.
N/A—9,490-9,490-100%$1.1M———
Holistic Financial Partners
N/A—9,235-9,235-100%$1.1M———
CIBC World Market Inc.
N/A—8,503-8,503-100%$976.8K———
Composition Wealth, LLC
N/A—8,350-8,350-100%$959.2K———
Advisory Services Network, LLC
N/A—8,221-8,221-100%$944.4K———
AQR Capital Management LLC
N/A—8,117-8,117-100%$932.4K———
Gladstone Institutional Advisory LLC
N/A—7,953-7,953-100%$913.6K———
Tower Research Capital LLC (TRC)
N/A—7,889-7,889-100%$906.3K———
MAI Capital Management
N/A—7,815-7,815-100%$897.8K———
Western Wealth Management, LLC
N/A—7,522-7,522-100%$864.1K———
Proactive Wealth Strategies LLC
N/A—7,029-7,029-100%$807.5K———
PFG Investments, LLC
N/A—7,010-7,010-100%$805.3K———
OneDigital Investment Advisors LLC
N/A—6,785-6,785-100%$779.5K———
Kintra Wealth, LLC
N/A—6,441-6,441-100%$760.2K———
Mutual Advisors, LLC
N/A—6,310-6,310-100%$724.9K———
Level Four Advisory Services, LLC
N/A—6,257-6,257-100%$718.8K———
Bearing Point Capital, LLC
N/A—6,170-6,170-100%$708.8K———
Nova Wealth Management, Inc.
N/A—6,005-6,005-100%$689.9K———
D. E. Shaw & Co., Inc.
N/A—5,761-5,761-100%$661.8K———
FAS Wealth Partners, Inc.
N/A—5,654-5,654-100%$649.5K———
Captrust Financial Advisors
N/A—5,454-5,454-100%$626.5K———
BFC Planning, Inc.
N/A—5,279-5,279-100%$606.5K———
Stephens Inc
N/A—5,262-5,262-100%$604.5K———
IHT Wealth Management, LLC
N/A—5,233-5,233-100%$601.2K———
M&T Bank Corp
N/A—5,176-5,176-100%$594.6K———
Kovack Advisors, Inc.
N/A—4,928-4,928-100%$560.2K———
Principal Securities, Inc.
N/A—4,644-4,644-100%$533.5K———
Cerity Partners LLC
N/A—4,269-4,269-100%$490.4K———
GeoWealth Management, LLC
N/A—4,208-4,208-100%$483.5K———
Ausdal Financial Partners, Inc.
N/A—4,202-4,202-100%$482.7K———
HRT Financial LP
N/A—4,154-4,154-100%$477.0K———
Ameritas Advisory Services, LLC
N/A—4,016-4,016-100%$461.4K———
SHP Wealth Management
N/A—4,000-4,000-100%$459.5K———
Smith, Moore & Co.
N/A—3,985-3,985-100%$457.8K———
Pure Financial Advisors, LLC
N/A—3,946-3,946-100%$453.3K———
Jackson Wealth Management, LLC
N/A—3,766-3,766-100%$433.0K———
Gentry Private Wealth, LLC
N/A—3,764-3,764-100%$432.4K———
Alpha Zero LLC
N/A—3,679-3,679-100%$401.1K———
Pasadena Private Wealth, LLC
N/A—3,613-3,613-100%$415.1K———
Quantinno Capital Management LP
N/A—3,523-3,523-100%$404.8K———
Owen LaRue, LLC
N/A—3,383-3,383-100%$388.7K———
United Capital Financial Advisors, LLC
N/A—3,375-3,375-100%$387.8K———
Access Financial Services, Inc.
N/A—3,335-3,335-100%$383.1K———
Aristotle Capital Management, LLC
N/A—3,316-3,316-100%$380.9K———
EP Wealth Advisors, LLC
N/A—3,315-3,315-100%$380.8K———
Traction Financial Partners, LLC
N/A—3,227-3,227-100%$370.7K———
Advisors Preferred, LLC
N/A—3,212-3,212-100%$357.2K———
First Commonwealth Financial Corp
N/A—3,170-3,170-100%$364.2K———
Centaurus Financial, Inc.
N/A—3,143-3,143-100%$361.0K———
Argent Trust Co
N/A—3,044-3,044-100%$349.7K———
Sequoia Financial Advisors, LLC
N/A—2,923-2,923-100%$335.8K———
Sun Financial Inc
N/A—2,834-2,834-100%$331.0K———
LEE Johnson Capital Management, LLC
N/A—2,800-2,800-100%$321.7K———
Prosperity Consulting Group, LLC
N/A—2,790-2,790-100%$320.5K———
PSI Advisors, LLC
N/A—2,768-2,768-100%$318.0K———
Seneca House Advisors
N/A—2,737-2,737-100%$314.4K———
Financial Advisors Network, Inc.
N/A—2,731-2,731-100%$313.7K———
BlackRock, Inc.
N/A—2,578-2,578-100%$296.2K———
Synergy Investment Management, LLC
N/A—2,571-2,571-100%$295.4K———
Southeast Asset Advisors, LLC
N/A—2,555-2,555-100%$293.5K———
Harbor Advisory Corp
N/A—2,500-2,500-100%$287.2K———
Fiduciary Financial Advisors
N/A—2,423-2,423-100%$278.4K———
Neuberger Berman Group LLC
N/A—2,362-2,362-100%$271.3K———
Blair William & Co
N/A—2,321-2,321-100%$266.6K———
Aptus Capital Advisors, LLC
N/A—2,315-2,315-100%$265.9K———
Wealthspire Advisors, LLC
N/A—2,247-2,247-100%$258.1K———
Hershey Financial Advisers, LLC
N/A—2,242-2,242-100%$257.6K———
IFS Group,LLC
N/A—2,108-2,108-100%$242.2K———
Barnes Pettey Financial Advisors, LLC
N/A—2,091-2,091-100%$240.2K———
Calton & Associates, Inc.
N/A—2,065-2,065-100%$237.2K———
Brown Advisory Inc
N/A—1,977-1,977-100%$227.1K———
Lazard Asset Management LLC
N/A—1,972-1,972-100%$226.5K———
National Bank of Canada
N/A—1,932-1,932-100%$223.0K———
O'shaughnessy Asset Management, LLC
N/A—1,776-1,776-100%$204.0K———
Howe & Rusling Inc
N/A—1,648-1,648-100%$189.3K———
Bank of Montreal
N/A—1,541-1,541-100%$177.0K———
Colonial Trust Co / SC
N/A—1,500-1,500-100%$170.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,347-1,347-100%$154.9K———
UBS Asset Management Americas LLC
N/A—1,310-1,310-100%$150.5K———
Mpwm Advisory Solutions, LLC
N/A—1,000-1,000-100%$114.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—914-914-100%$105.0K———
Coston, McIsaac & Partners
N/A—722-722-100%$82———
Darwin Wealth Management, LLC
N/A—683-683-100%$78.5K———
Colonial Trust Advisors
N/A—666-666-100%$76.5K———
Security National Bank of Sioux City Iowa
N/A—628-628-100%$72.1K———
Rothschild Investment LLC
N/A—625-625-100%$71.8K———
Smartleaf Asset Management LLC
N/A—614-614-100%$69.9K———
Victory Capital Management Inc
N/A—614-614-100%$70.6K———
Keating Financial Advisory Services, Inc.
N/A—600-600-100%$68.9K———
Whittier Trust Co
N/A—587-587-100%$66.5K———
Strategic Wealth Partners, Ltd.
N/A—457-457-100%$52.5K———
Russell Investments Group, Ltd.
N/A—442-442-100%$50.8K———
Regatta Research & Money Management
N/A—410-410-100%$47.1K———
Allworth Financial LP
N/A—401-401-100%$46.1K———
Hantz Financial Services, Inc.
N/A—385-385-100%$44.0K———
Richard W. Paul & Associates, LLC
N/A—370-370-100%$42.5K———
ESL Trust Services, LLC
N/A—363-363-100%$41.7K———
Bernard Wealth Management Corp.
N/A—362-362-100%$41.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—305-305-100%$35.0K———
Glen Eagle Advisors, LLC
N/A—238-238-100%$27.3K———
Millstone Evans Group, LLC
N/A—202-202-100%$23.2K———
Continuum Advisory, LLC
N/A—200-200-100%$23.0K———
Investment Counsel Co of Nevada
N/A—107-107-100%$12.3K———
Ameriflex Group, Inc.
N/A—105-105-100%$12.1K———
Huntington National Bank
N/A—101-101-100%$11.6K———
Atlantic Union Bankshares Corp
N/A—100-100-100%$11.5K———
Anchor Investment Management, LLC
N/A—95-95-100%$10.9K———
Imprint Wealth LLC
N/A—46-46-100%$5.3K———
Hollencrest Capital Management
N/A—41-41-100%$4.7K———
Strive Financial Group,LLC
N/A—16-16-100%$1.8K———
Tidemark, LLC
N/A—10-10-100%$1.1K———
Mcguire Capital Advisors Inc
N/A—6-6-100%$689———
Price T Rowe Associates Inc
N/A—1-1-100%$1———
Showing 467 of 467 institutions