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Global X Data Center & Digit (DTCR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,547,642 from 4,352,569
Change+195,073 (+4%)
Value$123.4M (-$8.8M)
Filed 2026-11-06
Parkway Wealth Management Group, LLC
DECREASED
Shares1,118,925 from 1,134,209
Change-15,284 (-1%)
Value$30.4M (-$4.1M)
Filed 2026-10-20
Hedeker Wealth, LLC
DECREASED
Shares552,664 from 557,562
Change-4,898 (-1%)
Value$15.0M (-$1.9M)
Filed 2026-10-23
Foguth Wealth Management, Llc.
DECREASED
Shares404,152 from 517,156
Change-113,004 (-22%)
Value$10.4M (-$3.9M)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares383,300 from 28,440
Change+354,860 (+1248%)
Value$10.4M (+$9.5M)
Filed 2026-11-05
New Wave Wealth Advisors LLC
DECREASED
Shares338,403 from 354,196
Change-15,793 (-4%)
Value$9.2M (-$1.5M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares303,259 from 186,430
Change+116,829 (+63%)
Value$8.2M (+$2.6M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares277,000 from 243,000
Change+34,000 (+14%)
Value$7.5M (+$137.9K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares192,703 from 183,127
Change+9,576 (+5%)
Value$5.2M (-$331.6K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares186,949 from 160,140
Change+26,809 (+17%)
Value$5.1M (+$210.3K)
Filed 2026-11-02
S. R. Schill & Associates
INCREASED
Shares183,501 from 182,058
Change+1,443 (+1%)
Value$5.0M (-$548.9K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares171,724 from 121,146
Change+50,578 (+42%)
Value$4.7M (+$981.4K)
Filed 2026-10-14
Financial Freedom, LLC
DECREASED
Shares165,960 from 166,382
Change-422 (0%)
Value$4.5M (-$548.9K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares142,444 from 142,796
Change-352 (0%)
Value$3.9M (-$470.8K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares131,794 from 159,932
Change-28,138 (-18%)
Value$3.6M (-$1.3M)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares129,157 from 141,684
Change-12,527 (-9%)
Value$3.5M (-$797.6K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares115,889 from 96,326
Change+19,563 (+20%)
Value$3.1M (+$214.0K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares111,470 from 105,060
Change+6,410 (+6%)
Value$3.0M (+$3.0M)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares109,592 from 106,710
Change+2,882 (+3%)
Value$3.0M (-$266.5K)
Filed 2026-10-13
Paller Financial Services Inc
INCREASED
Shares85,738 from 83,740
Change+1,998 (+2%)
Value$2.3M (-$216.3K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares82,128 from 121,407
Change-39,279 (-32%)
Value$2.2M (-$1.5M)
Filed 2026-11-05
WT Wealth Management
NEW
Shares77,371
Change+77,371
Value$2.1M
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares72,688
Change+72,688
Value$2.0M
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares71,361 from 68,987
Change+2,374 (+3%)
Value$1.9M (-$158.4K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares70,000 from 58,120
Change+11,880 (+20%)
Value$1.9M (+$134.7K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
DECREASED
Shares68,718 from 69,518
Change-800 (-1%)
Value$1.9M (-$246.3K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares63,611 from 60,115
Change+3,496 (+6%)
Value$1.7M (-$102.6K)
Filed 2026-11-04
Sage Capital Management, LLC
DECREASED
Shares63,085 from 84,090
Change-21,005 (-25%)
Value$1.7M (-$841.6K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares62,694 from 62,238
Change+456 (+1%)
Value$1.7M (-$188.7K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares62,239 from 51,399
Change+10,840 (+21%)
Value$1.7M (+$128.2K)
Filed 2026-11-06
Valen Private Capital, LLC
NEW
Shares60,737
Change+60,737
Value$1.6M
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares58,779 from 50,400
Change+8,379 (+17%)
Value$1.6M (+$64.6K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares54,738 from 59,182
Change-4,444 (-8%)
Value$1.5M (-$311.8K)
Filed 2026-10-27
Cascade Investment Group, Inc.
INCREASED
Shares52,479 from 47,744
Change+4,735 (+10%)
Value$1.4M (-$25.7K)
Filed 2026-10-13
Phoenix Wealth Advisors
DECREASED
Shares51,943 from 53,028
Change-1,085 (-2%)
Value$1.4M (-$200.7K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares51,652 from 47,454
Change+4,198 (+9%)
Value$1.4M (-$39.4K)
Filed 2026-10-16
Centurion Wealth Management LLC
DECREASED
Shares51,614 from 57,456
Change-5,842 (-10%)
Value$1.4M (-$344.1K)
Filed 2026-10-13
Lakeshore Financial Planning, Inc.
DECREASED
Shares50,793 from 51,381
Change-588 (-1%)
Value$1.4M (-$181.9K)
Filed 2026-10-13
Solutions 4 Wealth, Ltd
INCREASED
Shares49,256 from 38,810
Change+10,446 (+27%)
Value$1.3M (+$158.1K)
Filed 2026-11-03
AGH Wealth Advisors, LLC
DECREASED
Shares48,017 from 49,954
Change-1,937 (-4%)
Value$1.3M (-$213.6K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares46,382 from 297,391
Change-251,009 (-84%)
Value$1.3M (-$7.8M)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares43,574 from 44,804
Change-1,230 (-3%)
Value$1.2M (-$178.1K)
Filed 2026-11-04
High Point Wealth Management, LLC
INCREASED
Shares42,961 from 41,558
Change+1,403 (+3%)
Value$1.2M (-$96.2K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares39,175 from 70,120
Change-30,945 (-44%)
Value$1.1M (-$1.1M)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED
Shares39,078 from 37,046
Change+2,032 (+5%)
Value$1.1M (-$64.5K)
Filed 2026-10-16
VVR Holdings LLC
NEW
Shares38,746
Change+38,746
Value$1.1M
Filed 2026-10-19
FIG Financial Advisory Services Inc
DECREASED
Shares36,348 from 44,630
Change-8,282 (-19%)
Value$986.5K (-$368.9K)
Filed 2026-10-07
Stonebridge Financial Planning Group, LLC
DECREASED
Shares33,654 from 33,933
Change-279 (-1%)
Value$913.4K (-$117.2K)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares32,588 from 32,808
Change-220 (-1%)
Value$884.5K (-$111.9K)
Filed 2026-10-08
Retirement Financial Solutions, LLC
NEW
Shares29,499
Change+29,499
Value$800.6K
Filed 2026-10-20
Perryman Financial Advisory Inc
INCREASED
Shares28,902 from 13,217
Change+15,685 (+119%)
Value$784.4K (+$383.0K)
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares28,466 from 118
Change+28,348 (+24024%)
Value$772.6K (+$769.0K)
Filed 2026-10-29
Armstrong Advisory Group, Inc
DECREASED
Shares26,864 from 27,803
Change-939 (-3%)
Value$729.1K (-$115.3K)
Filed 2026-10-09
James Investment Research, Inc.
DECREASED
Shares25,476 from 25,804
Change-328 (-1%)
Value$691.4K (-$92.2K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares24,602 from 22,921
Change+1,681 (+7%)
Value$667.7K (-$28.4K)
Filed 2026-11-06
Clear Investment Research, LLC
INCREASED
Shares23,881 from 21,011
Change+2,870 (+14%)
Value$648.1K (+$10.0K)
Filed 2026-11-06
Archford Capital Strategies, LLC
INCREASED
Shares23,519 from 23,233
Change+286 (+1%)
Value$638.3K (-$67.3K)
Filed 2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED
Shares22,955 from 19,100
Change+3,855 (+20%)
Value$623.0K (+$42.9K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
INCREASED
Shares22,638 from 11,048
Change+11,590 (+105%)
Value$614.4K (+$278.9K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares21,904 from 21,949
Change-45 (0%)
Value$594.5K (-$72.1K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares21,411 from 20,010
Change+1,401 (+7%)
Value$581.1K (-$26.6K)
Filed 2026-11-05
Altfest L J & Co Inc
UNCHANGED
Shares21,377 from 21,377
Change0 (0%)
Value$580.2K (-$69.0K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares21,222 from 26,867
Change-5,645 (-21%)
Value$576.0K (-$240.6K)
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares20,150 from 25,250
Change-5,100 (-20%)
Value$546.9K (-$220.0K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares19,752 from 13,905
Change+5,847 (+42%)
Value$519.3K (+$97.0K)
Filed 2026-10-15
Sound Financial Strategies Group, LLC
DECREASED
Shares19,364 from 20,605
Change-1,241 (-6%)
Value$525.5K (-$100.2K)
Filed 2026-10-30
First International Bank of Israel Ltd.
INCREASED
Shares19,283 from 17,773
Change+1,510 (+9%)
Value$523.3K (-$16.4K)
Filed 2026-11-04
Mission Financial Group, LLC
NEW
Shares19,172
Change+19,172
Value$520.3K
Filed 2026-10-21
Bryant Woods Investment Advisors, LLC
INCREASED
Shares18,076 from 17,035
Change+1,041 (+6%)
Value$490.6K (-$26.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares17,903 from 17,145
Change+758 (+4%)
Value$484.6K (-$21.0K)
Filed 2026-11-02
Winthrop Capital Management, LLC
DECREASED
Shares17,173 from 17,643
Change-470 (-3%)
Value$466.1K (-$69.9K)
Filed 2026-11-05
WealthCare Investment Partners, LLC
INCREASED
Shares16,682 from 12,472
Change+4,210 (+34%)
Value$452.7K (+$74.0K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares16,599 from 18,197
Change-1,598 (-9%)
Value$450.5K (-$102.1K)
Filed 2026-10-19
Klingman & Associates, LLC
UNCHANGED
Shares16,414 from 16,414
Change0 (0%)
Value$445.5K (-$53.0K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares16,398 from 17,380
Change-982 (-6%)
Value$445.1K (-$82.8K)
Filed 2026-10-29
Private Client Services, LLC
INCREASED
Shares16,119 from 9,663
Change+6,456 (+67%)
Value$437.5K (+$144.0K)
Filed 2026-10-02
Avior Wealth Management, LLC
DECREASED
Shares15,524 from 16,546
Change-1,022 (-6%)
Value$421.3K (-$81.2K)
Filed 2026-10-13
APS Management Group, Inc.
DECREASED
Shares14,357 from 19,403
Change-5,046 (-26%)
Value$389.6K (-$199.6K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
INCREASED
Shares14,141 from 12,768
Change+1,373 (+11%)
Value$383.8K (-$4.0K)
Filed 2026-10-09
Level Four Advisory Services, LLC
DECREASED
Shares14,034 from 14,190
Change-156 (-1%)
Value$381.0K (-$50.0K)
Filed 2026-11-06
Wespac Advisors SoCal, LLC
INCREASED
Shares13,702 from 12,834
Change+868 (+7%)
Value$371.9K (-$17.9K)
Filed 2026-10-13
Legacies Wealth LLC
UNCHANGED
Shares13,518 from 13,518
Change0 (0%)
Value$366.9K (-$43.7K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares13,224 from 14,773
Change-1,549 (-10%)
Value$358.9K (-$89.8K)
Filed 2026-10-30
True Private Wealth Advisors
NEW
Shares12,857
Change+12,857
Value$348.9K
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares12,809 from 11,379
Change+1,430 (+13%)
Value$347.6K (+$2.1K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares12,485 from 23,626
Change-11,141 (-47%)
Value$338.8K (-$378.7K)
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares12,023 from 12,020
Change+3 (+0%)
Value$326.3K (-$38.8K)
Filed 2026-10-20
Carlson Financial, Inc.
INCREASED
Shares12,013 from 11,274
Change+739 (+7%)
Value$326.0K (-$16.3K)
Filed 2026-11-05
Fortune Financial Group, Inc.
INCREASED
Shares11,886 from 9,404
Change+2,482 (+26%)
Value$322.6K (+$37.0K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,968 from 10,837
Change+131 (+1%)
Value$297.8K (-$19.1K)
Filed 2026-10-13
Archvest Wealth Advisors, Inc.
UNCHANGED
Shares10,391 from 10,391
Change0 (0%)
Value$282.0K (-$33.6K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares10,032 from 9,407
Change+625 (+7%)
Value$272.3K (-$13.4K)
Filed 2026-10-22
Moneco Advisors, LLC
INCREASED
Shares10,011 from 8,488
Change+1,523 (+18%)
Value$271.7K (+$13.9K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED
Shares9,904 from 9,087
Change+817 (+9%)
Value$268.8K (-$8.2K)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares9,672 from 22,299
Change-12,627 (-57%)
Value$262.5K (-$414.7K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares9,340 from 9,839
Change-499 (-5%)
Value$253.5K (-$45.3K)
Filed 2026-11-03
Sowell Financial Services LLC
NEW
Shares9,148
Change+9,148
Value$248.3K
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares9,084 from 8,656
Change+428 (+5%)
Value$232.3K (-$30.6K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares9,070 from 9,041
Change+29 (+0%)
Value$246.2K (-$28.4K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares9,062 from 8,105
Change+957 (+12%)
Value$245.9K (-$207)
Filed 2026-11-02
Milestone Asset Management, LLC
INCREASED
Shares8,868 from 8,847
Change+21 (+0%)
Value$240.7K (-$28.0K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares8,795 from 8,795
Change0 (0%)
Value$267.1K ($0)
Filed 2026-11-06
Perigon Wealth Management, LLC
DECREASED
Shares8,782 from 32,164
Change-23,382 (-73%)
Value$238.3K (-$738.5K)
Filed 2026-10-22
Bauman Advisory Group, LLC
INCREASED
Shares8,767 from 7,654
Change+1,113 (+15%)
Value$237.9K (+$5.5K)
Filed 2026-10-29
BAM Wealth Management, LLC
DECREASED
Shares8,634 from 8,635
Change-1 (0%)
Value$234.3K (-$27.9K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares8,440
Change+8,440
Value$230.6K
Filed 2026-11-03
Curran Financial Partners, LLC
DECREASED
Shares8,434 from 39,788
Change-31,354 (-79%)
Value$228.9K (-$979.5K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares8,278 from 8,447
Change-169 (-2%)
Value$224.7K (-$31.9K)
Filed 2026-10-26
Vontobel Holding Ltd.
NEW
Shares8,050
Change+8,050
Value$218.5K
Filed 2026-10-16
1900 Wealth Management LLC
UNCHANGED
Shares8,028 from 8,028
Change0 (0%)
Value$217.9K (-$25.9K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares7,811 from 3,509
Change+4,302 (+123%)
Value$212.0K (+$105.4K)
Filed 2026-11-05
Chris Bulman Inc
NEW
Shares7,598
Change+7,598
Value$206.2K
Filed 2026-10-20
Magnus Financial Group LLC
NEW
Shares7,500
Change+7,500
Value$203.6K
Filed 2026-10-21
Dynamic Advisor Solutions LLC
NEW
Shares7,397
Change+7,397
Value$200.7K
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares7,249 from 7,249
Change0 (0%)
Value$196.7K (-$23.4K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,318 from 4,290
Change+28 (+1%)
Value$117.2K (-$13.1K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares3,854 from 3,854
Change0 (0%)
Value$104.6K (-$12.4K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares3,661 from 3,230
Change+431 (+13%)
Value$99.4K (+$1.3K)
Filed 2026-11-06
Manchester Capital Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$81.4K (-$9.7K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares2,719
Change+2,719
Value$73.8K
Filed 2026-10-09
Harbor Investment Advisory, LLC
INCREASED
Shares2,553 from 553
Change+2,000 (+362%)
Value$69.3K (+$52.5K)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$67.7K (-$8.1K)
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
NEW
Shares2,445
Change+2,445
Value$66.4K
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares2,421 from 2,396
Change+25 (+1%)
Value$65.7K (-$7.1K)
Filed 2026-10-26
Chapman Financial Group, LLC
UNCHANGED
Shares2,233 from 2,233
Change0 (0%)
Value$60.6K (-$7.2K)
Filed 2026-10-26
WPG Advisers, LLC
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$48.8K (-$5.8K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares1,522 from 1,784
Change-262 (-15%)
Value$41.3K (-$12.9K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,381
Change+1,381
Value$37.5K
Filed 2026-10-21
Axiom Investment Management LLC
NEW
Shares1,250
Change+1,250
Value$33.9K
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares1,125 from 2,073
Change-948 (-46%)
Value$30.5K (-$32.4K)
Filed 2026-10-28
North Star Investment Management Corp.
NEW
Shares917
Change+917
Value$24.9K
Filed 2026-10-27
Ascentis Wealth Management, LLC
INCREASED
Shares891 from 217
Change+674 (+311%)
Value$24.2K (+$17.6K)
Filed 2026-11-03
Adirondack Trust Co
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$22.2K (-$2.6K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares803 from 688
Change+115 (+17%)
Value$21.8K (+$898)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$21.7K (-$2.6K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares769 from 696
Change+73 (+10%)
Value$20.9K (-$267)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares659 from 657
Change+2 (+0%)
Value$17.9K (-$2.1K)
Filed 2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$17.1K (-$2.0K)
Filed 2026-11-03
RMG Wealth Management LLC
NEW
Shares590
Change+590
Value$14.7K
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$10.3K (-$1.2K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$9.3K (-$1.1K)
Filed 2026-11-04
Realta Investment Advisors
DECREASED
Shares335 from 535
Change-200 (-37%)
Value$9.1K (-$7.2K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$6.8K (-$808)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares216
Change+216
Value$5.9K
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$5.2K (-$614)
Filed 2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$3.4K (-$299)
Filed 2026-10-16
Private Wealth Management Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.4K (-$404)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares96 from 36
Change+60 (+167%)
Value$2.6K (+$1.5K)
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$2.6K (-$318)
Filed 2026-10-23
Bear Mountain Capital, Inc.
NEW
Shares74
Change+74
Value$1.9K
Filed 2026-11-04
Maryland Capital Advisors Inc.
NEW
Shares72
Change+72
Value$2.0K
Filed 2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$590 (-$67)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$275 (-$31)
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$65
Filed 2026-10-15
Illumine Investment Management, LLC
NEW
Shares0
Change0
Value$205.1K
Filed 2026-10-22
WJ Wealth Management, LLC
CLOSED
Shares0 from 242,154
Change-242,154 (-100%)
Value$0 (-$7.4M)
Filed 2026-11-03
Avalon Capital Management
CLOSED
Shares0 from 120,097
Change-120,097 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-04
Meridian Wealth Management, LLC
CLOSED
Shares0 from 17,721
Change-17,721 (-100%)
Value$0 (-$538.2K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 17,008
Change-17,008 (-100%)
Value$0 (-$516.5K)
Filed 2026-11-03
Money Concepts Capital Corp
CLOSED
Shares0 from 13,695
Change-13,695 (-100%)
Value$0 (-$415.9K)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 8,556
Change-8,556 (-100%)
Value$0 (-$259.8K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 8,436
Change-8,436 (-100%)
Value$0 (-$256.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 7,973
Change-7,973 (-100%)
Value$0 (-$242.1K)
Filed 2026-11-06
Beacon Capital Management, LLC
CLOSED
Shares0 from 7,389
Change-7,389 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-23
Elm3 Financial Group, LLC
CLOSED
Shares0 from 6,932
Change-6,932 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-07
Horizon Wealth Management, LLC
CLOSED
Shares0 from 6,671
Change-6,671 (-100%)
Value$0 (-$202.6K)
Filed 2026-11-02
Clearstead Advisors, LLC
CLOSED
Shares0 from 1,104
Change-1,104 (-100%)
Value$0 (-$33.5K)
Filed 2026-11-06
Gen-Wealth Partners Inc
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 (-$24.6K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$998)
Filed 2026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$391.6K (+$23.3K)
Filed 2026-10-29
JPMorgan Chase & Co
N/A
Shares— from 7,148,309
Change-7,148,309 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,985,671
Change-6,985,671 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,254,514
Change-3,254,514 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,986,027
Change-1,986,027 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,912,403
Change-1,912,403 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,008,501
Change-1,008,501 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 989,823
Change-989,823 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 720,560
Change-720,560 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 685,685
Change-685,685 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 656,480
Change-656,480 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 646,223
Change-646,223 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 592,881
Change-592,881 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 591,486
Change-591,486 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 552,963
Change-552,963 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 486,874
Change-486,874 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 469,474
Change-469,474 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 449,926
Change-449,926 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 419,189
Change-419,189 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 381,561
Change-381,561 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 343,529
Change-343,529 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 304,175
Change-304,175 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 191,323
Change-191,323 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 173,881
Change-173,881 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 171,988
Change-171,988 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 159,448
Change-159,448 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 148,947
Change-148,947 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 148,933
Change-148,933 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 131,450
Change-131,450 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 116,462
Change-116,462 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 110,272
Change-110,272 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 104,263
Change-104,263 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 96,198
Change-96,198 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 88,227
Change-88,227 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 86,041
Change-86,041 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 84,267
Change-84,267 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 80,874
Change-80,874 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 79,872
Change-79,872 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 79,299
Change-79,299 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 74,854
Change-74,854 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 73,383
Change-73,383 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 73,338
Change-73,338 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 70,466
Change-70,466 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 68,462
Change-68,462 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 66,082
Change-66,082 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 65,748
Change-65,748 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 57,309
Change-57,309 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 55,426
Change-55,426 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 54,910
Change-54,910 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 52,998
Change-52,998 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,649
Change-51,649 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 47,347
Change-47,347 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 46,258
Change-46,258 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 46,072
Change-46,072 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 42,184
Change-42,184 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 40,845
Change-40,845 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39,863
Change-39,863 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 37,186
Change-37,186 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 36,317
Change-36,317 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 36,172
Change-36,172 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 34,688
Change-34,688 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 34,489
Change-34,489 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 32,761
Change-32,761 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 32,632
Change-32,632 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 28,546
Change-28,546 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 26,817
Change-26,817 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 26,709
Change-26,709 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 26,518
Change-26,518 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 25,336
Change-25,336 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,309
Change-25,309 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 24,329
Change-24,329 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 22,879
Change-22,879 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,502
Change-22,502 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 21,242
Change-21,242 (-100%)
Value—
&partners
N/A
Shares— from 20,963
Change-20,963 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 20,781
Change-20,781 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 20,473
Change-20,473 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,061
Change-20,061 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,091
Change-19,091 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,053
Change-18,053 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,572
Change-16,572 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 16,553
Change-16,553 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 16,305
Change-16,305 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 15,672
Change-15,672 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,664
Change-15,664 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,307
Change-14,307 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,851
Change-13,851 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,744
Change-13,744 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,721
Change-13,721 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,877
Change-12,877 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 12,142
Change-12,142 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 11,318
Change-11,318 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,550
Change-10,550 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 9,147
Change-9,147 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,831
Change-7,831 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 7,415
Change-7,415 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 5,365
Change-5,365 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 290
Change-290 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 221
Change-221 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 165
Change-165 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 155
Change-155 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 79
Change-79 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,547,6424,352,569+195,073+4%$132.2M$123.4M-$8.8M2026-11-06
Parkway Wealth Management Group, LLC
DECREASED1,118,9251,134,209-15,284-1%$34.4M$30.4M-$4.1M2026-10-20
Hedeker Wealth, LLC
DECREASED552,664557,562-4,898-1%$16.9M$15.0M-$1.9M2026-10-23
Foguth Wealth Management, Llc.
DECREASED404,152517,156-113,004-22%$14.3M$10.4M-$3.9M2026-10-19
Thrivent Financial for Lutherans
INCREASED383,30028,440+354,860+1248%$864.0K$10.4M+$9.5M2026-11-05
New Wave Wealth Advisors LLC
DECREASED338,403354,196-15,793-4%$10.8M$9.2M-$1.5M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED303,259186,430+116,829+63%$5.7M$8.2M+$2.6M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED277,000243,000+34,000+14%$7.4M$7.5M+$137.9K2026-11-03
Eagle Strategies LLC
INCREASED192,703183,127+9,576+5%$5.6M$5.2M-$331.6K2026-10-16
Commonwealth Equity Services, LLC
INCREASED186,949160,140+26,809+17%$4.9M$5.1M+$210.3K2026-11-02
S. R. Schill & Associates
INCREASED183,501182,058+1,443+1%$5.5M$5.0M-$548.9K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED171,724121,146+50,578+42%$3.7M$4.7M+$981.4K2026-10-14
Financial Freedom, LLC
DECREASED165,960166,382-4220%$5.1M$4.5M-$548.9K2026-11-06
Kestra Advisory Services, LLC
DECREASED142,444142,796-3520%$4.3M$3.9M-$470.8K2026-11-02
Park Avenue Securities LLC
DECREASED131,794159,932-28,138-18%$4.9M$3.6M-$1.3M2026-10-26
Independent Financial Group, LLC
DECREASED129,157141,684-12,527-9%$4.3M$3.5M-$797.6K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED115,88996,326+19,563+20%$2.9M$3.1M+$214.0K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED111,470105,060+6,410+6%$3.2K$3.0M+$3.0M2026-10-27
Great Diamond Partners, LLC
INCREASED109,592106,710+2,882+3%$3.2M$3.0M-$266.5K2026-10-13
Paller Financial Services Inc
INCREASED85,73883,740+1,998+2%$2.5M$2.3M-$216.3K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED82,128121,407-39,279-32%$3.7M$2.2M-$1.5M2026-11-05
WT Wealth Management
NEW77,371—+77,371——$2.1M—2026-10-13
Ascentis Independent Advisors
NEW72,688—+72,688——$2.0M—2026-11-03
Wealthcare Advisory Partners LLC
INCREASED71,36168,987+2,374+3%$2.1M$1.9M-$158.4K2026-10-21
Brookstone Capital Management
INCREASED70,00058,120+11,880+20%$1.8M$1.9M+$134.7K2026-10-22
Prosperity Financial Group, Inc.
DECREASED68,71869,518-800-1%$2.1M$1.9M-$246.3K2026-10-29
Lido Advisors, LLC
INCREASED63,61160,115+3,496+6%$1.8M$1.7M-$102.6K2026-11-04
Sage Capital Management, LLC
DECREASED63,08584,090-21,005-25%$2.6M$1.7M-$841.6K2026-10-20
Creative Planning
INCREASED62,69462,238+456+1%$1.9M$1.7M-$188.7K2026-11-02
Merit Financial Group, LLC
INCREASED62,23951,399+10,840+21%$1.6M$1.7M+$128.2K2026-11-06
Valen Private Capital, LLC
NEW60,737—+60,737——$1.6M—2026-10-23
Oppenheimer & Co Inc
INCREASED58,77950,400+8,379+17%$1.5M$1.6M+$64.6K2026-10-26
VestGen Advisors, LLC
DECREASED54,73859,182-4,444-8%$1.8M$1.5M-$311.8K2026-10-27
Cascade Investment Group, Inc.
INCREASED52,47947,744+4,735+10%$1.4M$1.4M-$25.7K2026-10-13
Phoenix Wealth Advisors
DECREASED51,94353,028-1,085-2%$1.6M$1.4M-$200.7K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED51,65247,454+4,198+9%$1.4M$1.4M-$39.4K2026-10-16
Centurion Wealth Management LLC
DECREASED51,61457,456-5,842-10%$1.7M$1.4M-$344.1K2026-10-13
Lakeshore Financial Planning, Inc.
DECREASED50,79351,381-588-1%$1.6M$1.4M-$181.9K2026-10-13
Solutions 4 Wealth, Ltd
INCREASED49,25638,810+10,446+27%$1.2M$1.3M+$158.1K2026-11-03
AGH Wealth Advisors, LLC
DECREASED48,01749,954-1,937-4%$1.5M$1.3M-$213.6K2026-10-26
Farther Finance Advisors, LLC
DECREASED46,382297,391-251,009-84%$9.0M$1.3M-$7.8M2026-10-08
Visionary Wealth Advisors
DECREASED43,57444,804-1,230-3%$1.4M$1.2M-$178.1K2026-11-04
High Point Wealth Management, LLC
INCREASED42,96141,558+1,403+3%$1.3M$1.2M-$96.2K2026-11-05
RFG Advisory, LLC
DECREASED39,17570,120-30,945-44%$2.1M$1.1M-$1.1M2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED39,07837,046+2,032+5%$1.1M$1.1M-$64.5K2026-10-16
VVR Holdings LLC
NEW38,746—+38,746——$1.1M—2026-10-19
FIG Financial Advisory Services Inc
DECREASED36,34844,630-8,282-19%$1.4M$986.5K-$368.9K2026-10-07
Stonebridge Financial Planning Group, LLC
DECREASED33,65433,933-279-1%$1.0M$913.4K-$117.2K2026-11-06
CoreCap Advisors, LLC
DECREASED32,58832,808-220-1%$996.4K$884.5K-$111.9K2026-10-08
Retirement Financial Solutions, LLC
NEW29,499—+29,499——$800.6K—2026-10-20
Perryman Financial Advisory Inc
INCREASED28,90213,217+15,685+119%$401.4K$784.4K+$383.0K2026-10-16
Signature Equity Partners, LLC
INCREASED28,466118+28,348+24024%$3.6K$772.6K+$769.0K2026-10-29
Armstrong Advisory Group, Inc
DECREASED26,86427,803-939-3%$844.4K$729.1K-$115.3K2026-10-09
James Investment Research, Inc.
DECREASED25,47625,804-328-1%$783.7K$691.4K-$92.2K2026-10-22
PNC Financial Services Group, Inc.
INCREASED24,60222,921+1,681+7%$696.1K$667.7K-$28.4K2026-11-06
Clear Investment Research, LLC
INCREASED23,88121,011+2,870+14%$638.1K$648.1K+$10.0K2026-11-06
Archford Capital Strategies, LLC
INCREASED23,51923,233+286+1%$705.6K$638.3K-$67.3K2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED22,95519,100+3,855+20%$580.1K$623.0K+$42.9K2026-11-03
Laurel Wealth Advisors LLC
INCREASED22,63811,048+11,590+105%$335.5K$614.4K+$278.9K2026-10-27
IFP Advisors, Inc
DECREASED21,90421,949-450%$666.6K$594.5K-$72.1K2026-10-16
Nations Financial Group Inc,
INCREASED21,41120,010+1,401+7%$607.7K$581.1K-$26.6K2026-11-05
Altfest L J & Co Inc
UNCHANGED21,37721,37700%$649.2K$580.2K-$69.0K2026-10-27
Sigma Planning Corp
DECREASED21,22226,867-5,645-21%$816.6K$576.0K-$240.6K2026-10-23
Fiduciary Alliance LLC
DECREASED20,15025,250-5,100-20%$766.8K$546.9K-$220.0K2026-10-13
AdvisorNet Financial, Inc
INCREASED19,75213,905+5,847+42%$422.3K$519.3K+$97.0K2026-10-15
Sound Financial Strategies Group, LLC
DECREASED19,36420,605-1,241-6%$625.8K$525.5K-$100.2K2026-10-30
First International Bank of Israel Ltd.
INCREASED19,28317,773+1,510+9%$539.8K$523.3K-$16.4K2026-11-04
Mission Financial Group, LLC
NEW19,172—+19,172——$520.3K—2026-10-21
Bryant Woods Investment Advisors, LLC
INCREASED18,07617,035+1,041+6%$517.4K$490.6K-$26.8K2026-10-26
International Assets Investment Management, LLC
INCREASED17,90317,145+758+4%$505.6K$484.6K-$21.0K2026-11-02
Winthrop Capital Management, LLC
DECREASED17,17317,643-470-3%$536.0K$466.1K-$69.9K2026-11-05
WealthCare Investment Partners, LLC
INCREASED16,68212,472+4,210+34%$378.8K$452.7K+$74.0K2026-11-05
Financial Partners Group, Inc
DECREASED16,59918,197-1,598-9%$552.7K$450.5K-$102.1K2026-10-19
Klingman & Associates, LLC
UNCHANGED16,41416,41400%$498.5K$445.5K-$53.0K2026-10-20
Integrity Alliance, Llc.
DECREASED16,39817,380-982-6%$527.8K$445.1K-$82.8K2026-10-29
Private Client Services, LLC
INCREASED16,1199,663+6,456+67%$293.5K$437.5K+$144.0K2026-10-02
Avior Wealth Management, LLC
DECREASED15,52416,546-1,022-6%$502.5K$421.3K-$81.2K2026-10-13
APS Management Group, Inc.
DECREASED14,35719,403-5,046-26%$589.3K$389.6K-$199.6K2026-10-14
Investment Partners Asset Management, Inc.
INCREASED14,14112,768+1,373+11%$387.8K$383.8K-$4.0K2026-10-09
Level Four Advisory Services, LLC
DECREASED14,03414,190-156-1%$431.0K$381.0K-$50.0K2026-11-06
Wespac Advisors SoCal, LLC
INCREASED13,70212,834+868+7%$389.8K$371.9K-$17.9K2026-10-13
Legacies Wealth LLC
UNCHANGED13,51813,51800%$410.5K$366.9K-$43.7K2026-11-02
Spire Wealth Management
DECREASED13,22414,773-1,549-10%$448.6K$358.9K-$89.8K2026-10-30
True Private Wealth Advisors
NEW12,857—+12,857——$348.9K—2026-10-19
Truist Financial Corp
INCREASED12,80911,379+1,430+13%$345.6K$347.6K+$2.1K2026-10-30
SBI Securities Co., Ltd.
DECREASED12,48523,626-11,141-47%$717.5K$338.8K-$378.7K2026-10-22
Milestone Asset Management Group, LLC
INCREASED12,02312,020+3+0%$365.1K$326.3K-$38.8K2026-10-20
Carlson Financial, Inc.
INCREASED12,01311,274+739+7%$342.3K$326.0K-$16.3K2026-11-05
Fortune Financial Group, Inc.
INCREASED11,8869,404+2,482+26%$285.6K$322.6K+$37.0K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED10,96810,837+131+1%$316.9K$297.8K-$19.1K2026-10-13
Archvest Wealth Advisors, Inc.
UNCHANGED10,39110,39100%$315.6K$282.0K-$33.6K2026-10-29
Strategic Blueprint, LLC
INCREASED10,0329,407+625+7%$285.7K$272.3K-$13.4K2026-10-22
Moneco Advisors, LLC
INCREASED10,0118,488+1,523+18%$257.8K$271.7K+$13.9K2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED9,9049,087+817+9%$277.0K$268.8K-$8.2K2026-11-04
Simplex Trading, LLC
DECREASED9,67222,299-12,627-57%$677.2K$262.5K-$414.7K2026-11-04
Parallel Advisors, LLC
DECREASED9,3409,839-499-5%$298.8K$253.5K-$45.3K2026-11-03
Sowell Financial Services LLC
NEW9,148—+9,148——$248.3K—2026-10-23
Prospera Financial Services Inc
INCREASED9,0848,656+428+5%$262.9K$232.3K-$30.6K2026-11-04
Jacobi Capital Management LLC
INCREASED9,0709,041+29+0%$274.6K$246.2K-$28.4K2026-11-05
Core Wealth Partners LLC
INCREASED9,0628,105+957+12%$246.1K$245.9K-$2072026-11-02
Milestone Asset Management, LLC
INCREASED8,8688,847+21+0%$268.7K$240.7K-$28.0K2026-10-15
Allworth Financial LP
UNCHANGED8,7958,79500%$267.1K$267.1K$02026-11-06
Perigon Wealth Management, LLC
DECREASED8,78232,164-23,382-73%$976.8K$238.3K-$738.5K2026-10-22
Bauman Advisory Group, LLC
INCREASED8,7677,654+1,113+15%$232.5K$237.9K+$5.5K2026-10-29
BAM Wealth Management, LLC
DECREASED8,6348,635-10%$262.2K$234.3K-$27.9K2026-10-15
StoneX Group Inc.
NEW8,440—+8,440——$230.6K—2026-11-03
Curran Financial Partners, LLC
DECREASED8,43439,788-31,354-79%$1.2M$228.9K-$979.5K2026-11-04
Flagship Harbor Advisors, LLC
DECREASED8,2788,447-169-2%$256.5K$224.7K-$31.9K2026-10-26
Vontobel Holding Ltd.
NEW8,050—+8,050——$218.5K—2026-10-16
1900 Wealth Management LLC
UNCHANGED8,0288,02800%$243.8K$217.9K-$25.9K2026-10-13
Fifth Third Bancorp
INCREASED7,8113,509+4,302+123%$106.6K$212.0K+$105.4K2026-11-05
Chris Bulman Inc
NEW7,598—+7,598——$206.2K—2026-10-20
Magnus Financial Group LLC
NEW7,500—+7,500——$203.6K—2026-10-21
Dynamic Advisor Solutions LLC
NEW7,397—+7,397——$200.7K—2026-10-13
Private Trust Co NA
UNCHANGED7,2497,24900%$220.2K$196.7K-$23.4K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED4,3184,290+28+1%$130.3K$117.2K-$13.1K2026-11-03
Key FInancial Inc
UNCHANGED3,8543,85400%$117.0K$104.6K-$12.4K2026-11-02
Barclays PLC
INCREASED3,6613,230+431+13%$98.1K$99.4K+$1.3K2026-11-06
Manchester Capital Management LLC
UNCHANGED3,0003,00000%$91.1K$81.4K-$9.7K2026-10-22
GK Wealth Management LLC
NEW2,719—+2,719——$73.8K—2026-10-09
Harbor Investment Advisory, LLC
INCREASED2,553553+2,000+362%$16.8K$69.3K+$52.5K2026-10-13
Central Trust Co
UNCHANGED2,4942,49400%$75.7K$67.7K-$8.1K2026-11-05
Foresight Capital Management Advisors, Inc.
NEW2,445—+2,445——$66.4K—2026-10-27
Lanark Financial, Inc.
INCREASED2,4212,396+25+1%$72.8K$65.7K-$7.1K2026-10-26
Chapman Financial Group, LLC
UNCHANGED2,2332,23300%$67.8K$60.6K-$7.2K2026-10-26
WPG Advisers, LLC
UNCHANGED1,7971,79700%$54.6K$48.8K-$5.8K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED1,5221,784-262-15%$54.2K$41.3K-$12.9K2026-11-04
Root Financial Partners, LLC
NEW1,381—+1,381——$37.5K—2026-10-21
Axiom Investment Management LLC
NEW1,250—+1,250——$33.9K—2026-11-03
Evolution Wealth Management Inc.
DECREASED1,1252,073-948-46%$63.0K$30.5K-$32.4K2026-10-28
North Star Investment Management Corp.
NEW917—+917——$24.9K—2026-10-27
Ascentis Wealth Management, LLC
INCREASED891217+674+311%$6.6K$24.2K+$17.6K2026-11-03
Adirondack Trust Co
UNCHANGED81881800%$24.8K$22.2K-$2.6K2026-10-14
Creative Financial Designs Inc
INCREASED803688+115+17%$20.9K$21.8K+$8982026-11-04
Triumph Capital Management
UNCHANGED80180100%$24.3K$21.7K-$2.6K2026-10-14
Assetmark, Inc
INCREASED769696+73+10%$21.1K$20.9K-$2672026-10-21
Golden State Wealth Management, LLC
INCREASED659657+2+0%$20.0K$17.9K-$2.1K2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED63063000%$19.1K$17.1K-$2.0K2026-11-03
RMG Wealth Management LLC
NEW590—+590——$14.7K—2026-10-26
PFS Partners, LLC
UNCHANGED38138100%$11.6K$10.3K-$1.2K2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED34134100%$10.4K$9.3K-$1.1K2026-11-04
Realta Investment Advisors
DECREASED335535-200-37%$16.2K$9.1K-$7.2K2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED25025000%$7.6K$6.8K-$8082026-11-02
Latitude Advisors, LLC
NEW216—+216——$5.9K—2026-10-27
Financial Consulate, Inc
UNCHANGED19019000%$5.8K$5.2K-$6142026-10-23
TD Waterhouse Canada Inc.
UNCHANGED12612600%$3.7K$3.4K-$2992026-10-16
Private Wealth Management Group, LLC
UNCHANGED12512500%$3.8K$3.4K-$4042026-10-19
Silver Grove Financial Group, Inc.
INCREASED9636+60+167%$1.1K$2.6K+$1.5K2026-11-05
Financial Management Professionals, Inc.
UNCHANGED959500%$2.9K$2.6K-$3182026-10-23
Bear Mountain Capital, Inc.
NEW74—+74——$1.9K—2026-11-04
Maryland Capital Advisors Inc.
NEW72—+72——$2.0K—2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED222200%$657$590-$672026-10-23
Parkside Financial Bank & Trust
UNCHANGED101000%$306$275-$312026-10-27
Blue Trust, Inc.
NEW2—+2——$65—2026-10-15
Illumine Investment Management, LLC
NEW0—0——$205.1K—2026-10-22
WJ Wealth Management, LLC
CLOSED0242,154-242,154-100%$7.4M$0-$7.4M2026-11-03
Avalon Capital Management
CLOSED0120,097-120,097-100%$3.6M$0-$3.6M2026-11-04
Meridian Wealth Management, LLC
CLOSED017,721-17,721-100%$538.2K$0-$538.2K2026-11-05
Almanack Investment Partners, Llc.
CLOSED017,008-17,008-100%$516.5K$0-$516.5K2026-11-03
Money Concepts Capital Corp
CLOSED013,695-13,695-100%$415.9K$0-$415.9K2026-11-06
Imc-Chicago, LLC
CLOSED08,556-8,556-100%$259.8K$0-$259.8K2026-11-05
Bright Futures Wealth Management, Llc.
CLOSED08,436-8,436-100%$256.2K$0-$256.2K2026-10-23
Kestra Private Wealth Services, LLC
CLOSED07,973-7,973-100%$242.1K$0-$242.1K2026-11-06
Beacon Capital Management, LLC
CLOSED07,389-7,389-100%$224.4K$0-$224.4K2026-10-23
Elm3 Financial Group, LLC
CLOSED06,932-6,932-100%$210.5K$0-$210.5K2026-10-07
Horizon Wealth Management, LLC
CLOSED06,671-6,671-100%$202.6K$0-$202.6K2026-11-02
Clearstead Advisors, LLC
CLOSED01,104-1,104-100%$33.5K$0-$33.5K2026-11-06
Gen-Wealth Partners Inc
CLOSED0810-810-100%$24.6K$0-$24.6K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED0133-133-100%$4.0K$0-$4.0K2026-10-26
Institute for Wealth Management, Llc.
CLOSED059-59-100%$1.8K$0-$1.8K2026-11-06
Cornerstone Planning Group LLC
CLOSED035-35-100%$998$0-$9982026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED000—$368.3K$391.6K+$23.3K2026-10-29
JPMorgan Chase & Co
N/A—7,148,309-7,148,309-100%$217.5M———
Bank of America Corp
N/A—6,985,671-6,985,671-100%$212.2M———
Morgan Stanley
N/A—3,254,514-3,254,514-100%$98.8M———
Wells Fargo & Company
N/A—1,986,027-1,986,027-100%$60.3M———
UBS Group AG
N/A—1,912,403-1,912,403-100%$58.1M———
Northwestern Mutual Wealth Management Co
N/A—1,008,501-1,008,501-100%$30.6M———
HighTower Advisors, LLC
N/A—989,823-989,823-100%$30.1M———
Ameriprise Financial Inc
N/A—720,560-720,560-100%$21.9M———
Raymond James Financial Inc
N/A—685,685-685,685-100%$20.8M———
Jane Street Group, LLC
N/A—656,480-656,480-100%$19.9M———
Bank of Montreal
N/A—646,223-646,223-100%$19.6M———
Quadrature Capital Ltd
N/A—592,881-592,881-100%$18.0M———
Cetera Investment Advisers
N/A—591,486-591,486-100%$18.0M———
Private Advisor Group, LLC
N/A—552,963-552,963-100%$16.8M———
Envestnet Asset Management Inc
N/A—486,874-486,874-100%$14.8M———
Osaic Holdings, Inc.
N/A—469,474-469,474-100%$14.3M———
Maniro Ltd
N/A—449,926-449,926-100%$13.7M———
Royal Bank of Canada
N/A—419,189-419,189-100%$12.7M———
Pacific Life Fund Advisors LLC
N/A—381,561-381,561-100%$11.6M———
Susquehanna International Group, LLP
N/A—343,529-343,529-100%$10.4M———
MML Investors Services, LLC
N/A—304,175-304,175-100%$9.2M———
Potentia Wealth
N/A—191,323-191,323-100%$5.8M———
Insigneo Advisory Services, LLC
N/A—173,881-173,881-100%$5.3M———
Stratos Wealth Partners, Ltd.
N/A—171,988-171,988-100%$5.2M———
Kovack Advisors, Inc.
N/A—159,448-159,448-100%$4.7M———
Rockefeller Capital Management L.P.
N/A—148,947-148,947-100%$4.5M———
Mutual Advisors, LLC
N/A—148,933-148,933-100%$4.5M———
Old Mission Capital LLC
N/A—131,450-131,450-100%$4.0M———
Stifel Financial Corp
N/A—116,462-116,462-100%$3.5M———
Equitable Holdings, Inc.
N/A—110,272-110,272-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—104,263-104,263-100%$3.2M———
Principal Securities, Inc.
N/A—96,198-96,198-100%$2.9M———
Banco Santander, S.A.
N/A—88,227-88,227-100%$2.7M———
Wiser Advisor Group LLC
N/A—86,041-86,041-100%$2.6M———
Anderson Financial Strategies, LLC
N/A—84,267-84,267-100%$2.4M———
World Investment Advisors
N/A—80,874-80,874-100%$1.9M———
GTS Securities LLC
N/A—79,872-79,872-100%$2.4M———
Seaview Investment Managers LLC
N/A—79,299-79,299-100%$2.4M———
Ciovacco Capital Management LLC
N/A—74,854-74,854-100%$2.3M———
Forefront Wealth Partners, LLC
N/A—73,383-73,383-100%$2.2M———
CreativeOne Wealth, LLC
N/A—73,338-73,338-100%$2.2M———
Premier Private Wealth Management LLC
N/A—70,466-70,466-100%$2.1M———
AE Wealth Management LLC
N/A—68,462-68,462-100%$2.1M———
NewEdge Advisors, LLC
N/A—66,082-66,082-100%$2.0M———
Focus Partners Wealth
N/A—65,748-65,748-100%$2.0M———
Diametric Capital, LP
N/A—60,000-60,000-100%$1.8M———
Essex Financial Services, Inc.
N/A—57,309-57,309-100%$1.7M———
Marshall Wace, LLP
N/A—55,426-55,426-100%$1.7M———
D. E. Shaw & Co., Inc.
N/A—54,910-54,910-100%$1.7M———
Per Stirling Capital Management, Llc.
N/A—52,998-52,998-100%$1.6M———
Sanctuary Advisors, LLC
N/A—51,649-51,649-100%$1.6M———
Elequin Capital, LP
N/A—47,347-47,347-100%$1.4M———
Advyzon Investment Management, LLC
N/A—46,258-46,258-100%$1.4M———
Dakota Wealth Management
N/A—46,072-46,072-100%$1.4M———
Arax Advisory Partners
N/A—42,184-42,184-100%$1.3M———
Copia Wealth Management
N/A—40,845-40,845-100%$1.2M———
Citadel Advisors LLC
N/A—39,863-39,863-100%$1.2M———
Fort Point Capital Partners LLC
N/A—37,186-37,186-100%$1.1M———
Smith, Moore & Co.
N/A—36,317-36,317-100%$1.1M———
PFG Investments, LLC
N/A—36,172-36,172-100%$1.1M———
Sonoma Private Wealth LLC
N/A—34,688-34,688-100%$1.1M———
Western Wealth Management, LLC
N/A—34,489-34,489-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—32,761-32,761-100%$994.9K———
Captrust Financial Advisors
N/A—32,632-32,632-100%$991.0K———
Nomura Asset Management Co LTD
N/A—28,546-28,546-100%$866.9K———
Arbor Trust Wealth Advisors, LLC
N/A—26,817-26,817-100%$814.4K———
Yukon Wealth Management, Inc.
N/A—26,709-26,709-100%$811.2K———
Keel Point, LLC
N/A—26,518-26,518-100%$805.4K———
Greenline Wealth Management LLC
N/A—25,336-25,336-100%$769.5K———
Janney Montgomery Scott LLC
N/A—25,309-25,309-100%$769.0K———
Savvy Advisors, Inc.
N/A—24,329-24,329-100%$738.9K———
WCG Wealth Advisors LLC
N/A—22,879-22,879-100%$694.8K———
Arkadios Wealth Advisors
N/A—22,502-22,502-100%$683.4K———
Pathstone Holdings, LLC
N/A—21,242-21,242-100%$645.1K———
&partners
N/A—20,963-20,963-100%$636.6K———
Brookwood Investment Group LLC
N/A—20,781-20,781-100%$631.1K———
Fairview Capital Investment Management, LLC
N/A—20,473-20,473-100%$621.8K———
Mariner, LLC
N/A—20,061-20,061-100%$609.2K———
Integrated Wealth Concepts LLC
N/A—19,091-19,091-100%$579.8K———
Ameritas Advisory Services, LLC
N/A—18,053-18,053-100%$548.3K———
Ausdal Financial Partners, Inc.
N/A—16,572-16,572-100%$503.3K———
Florida Financial Advisors, LLC
N/A—16,553-16,553-100%$502.7K———
Maridea Wealth Management LLC
N/A—16,305-16,305-100%$495.2K———
Keystone Financial Group
N/A—15,672-15,672-100%$476.0K———
Steward Partners Investment Advisory, LLC
N/A—15,664-15,664-100%$475.7K———
CIBC World Market Inc.
N/A—14,307-14,307-100%$434.5K———
HRT Financial LP
N/A—13,851-13,851-100%$420.0K———
Advisory Services Network, LLC
N/A—13,744-13,744-100%$417.4K———
Snowden Capital Advisors LLC
N/A—13,721-13,721-100%$416.7K———
Garden State Investment Advisory Services LLC
N/A—13,370-13,370-100%$407.2K———
Cerity Partners LLC
N/A—12,877-12,877-100%$391.1K———
Pallas Capital Advisors LLC
N/A—12,142-12,142-100%$368.8K———
GeoWealth Management, LLC
N/A—11,881-11,881-100%$360.8K———
MWA Asset Management
N/A—11,318-11,318-100%$343.7K———
Belpointe Asset Management LLC
N/A—11,155-11,155-100%$338.8K———
Franklin Resources Inc
N/A—10,732-10,732-100%$325.9K———
Centaurus Financial, Inc.
N/A—10,550-10,550-100%$320.0K———
Intrepid Financial Planning Group LLC
N/A—10,077-10,077-100%$306.0K———
J. Mark Nickell & Co.
N/A—9,699-9,699-100%$294.6K———
Kropog Financial Group, LLC
N/A—9,565-9,565-100%$290.5K———
Wealthspire Advisors, LLC
N/A—9,218-9,218-100%$280.0K———
AlTi Global, Inc.
N/A—9,147-9,147-100%$278.8K———
Moneta Group Investment Advisors LLC
N/A—8,663-8,663-100%$263.1K———
Mercer Global Advisors Inc
N/A—8,410-8,410-100%$255.4K———
GWN Securities Inc.
N/A—7,958-7,958-100%$241.7K———
Everstar Asset Management, LLC
N/A—7,831-7,831-100%$237.8K———
RPS Advisory Solutions LLC
N/A—7,415-7,415-100%$225.2K———
Wealth Management Associates, Inc.
N/A—7,405-7,405-100%$224.9K———
Betterment LLC
N/A—7,211-7,211-100%$219.0K———
Global Retirement Partners, LLC
N/A—5,942-5,942-100%$180.5K———
Forum Finance Group S.A.
N/A—5,365-5,365-100%$132———
FMR LLC
N/A—4,385-4,385-100%$133.2K———
Harbour Investments, Inc.
N/A—4,084-4,084-100%$124.0K———
National Bank of Canada
N/A—3,924-3,924-100%$119.1K———
Persistent Asset Partners Ltd
N/A—3,689-3,689-100%$112.0K———
Advisors Preferred, LLC
N/A—3,386-3,386-100%$96.4K———
Aptus Capital Advisors, LLC
N/A—3,369-3,369-100%$102.3K———
Fiduciary Financial Advisors
N/A—3,256-3,256-100%$98.9K———
Continuum Advisory, LLC
N/A—2,892-2,892-100%$87.8K———
IFG Advisory, LLC
N/A—2,323-2,323-100%$70.5K———
Glassman Wealth Services
N/A—2,136-2,136-100%$64.9K———
O'shaughnessy Asset Management, LLC
N/A—1,913-1,913-100%$58.1K———
BFC Planning, Inc.
N/A—1,777-1,777-100%$54.0K———
Mark Sheptoff Financial Planning, LLC
N/A—1,600-1,600-100%$48.6K———
Ancora Advisors LLCA
N/A—1,295-1,295-100%$39.3K———
Marshall Investment Management, LLC
N/A—900-900-100%$27.3K———
Rothschild Investment LLC
N/A—900-900-100%$27.3K———
Quantum Portfolio Management LLC
N/A—775-775-100%$23.5K———
Index Technologies Group LLC
N/A—775-775-100%$23.5K———
1 North Wealth Services LLC
N/A—750-750-100%$22.8K———
Group One Trading LLC
N/A—685-685-100%$20.8K———
Lavaca Capital LLC
N/A—557-557-100%$16.9K———
Tanglewood Legacy Advisors, LLC
N/A—520-520-100%$15.8K———
Mpwm Advisory Solutions, LLC
N/A—500-500-100%$15.2K———
Synergy Investment Management, LLC
N/A—405-405-100%$12.3K———
Geneos Wealth Management Inc.
N/A—323-323-100%$9.8K———
Jones Financial Companies Lllp
N/A—290-290-100%$8.9K———
Darwin Wealth Management, LLC
N/A—271-271-100%$8.3K———
BlackRock, Inc.
N/A—265-265-100%$8.0K———
Allied Private Wealth LLC
N/A—225-225-100%$6.4K———
Ameriflex Group, Inc.
N/A—221-221-100%$6.7K———
Harborfront Financial Group LLC
N/A—165-165-100%$5.0K———
SHP Wealth Management
N/A—165-165-100%$5.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—155-155-100%$4.7K———
Morgan Dempsey Capital Management LLC
N/A—100-100-100%$3.0K———
Richard W. Paul & Associates, LLC
N/A—83-83-100%$2.5K———
Security National Bank of Sioux City Iowa
N/A—79-79-100%$2.4K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1-1-100%$30———
Showing 320 of 320 institutions