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Global X MLP & Energy Infras (MLPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rational Advisors, Inc.
DECREASED
Shares642,134 from 667,709
Change-25,575 (-4%)
Value$44.8M (-$4.3M)
Filed 2026-11-02
Fund Evaluation Group, LLC
INCREASED
Shares461,707 from 406,672
Change+55,035 (+14%)
Value$32.2M (+$2.3M)
Filed 2026-11-05
Curran Financial Partners, LLC
INCREASED
Shares359,950 from 333,537
Change+26,413 (+8%)
Value$25.1M (+$563.3K)
Filed 2026-11-04
School Employees Retirement Board of Ohio
UNCHANGED
Shares330,585 from 330,585
Change0 (0%)
Value$23.1M (-$1.3M)
Filed 2026-10-22
Decker Wealth Management LLC
DECREASED
Shares294,977 from 371,036
Change-76,059 (-20%)
Value$20.6M (-$6.7M)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares215,135 from 199,210
Change+15,925 (+8%)
Value$15.0M (+$346.9K)
Filed 2026-11-02
Fourpath Capital Management, LLC
NEW
Shares158,414
Change+158,414
Value$11.1M
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares157,278 from 156,042
Change+1,236 (+1%)
Value$11.0M (-$512.9K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares144,481 from 136,453
Change+8,028 (+6%)
Value$10.1M (+$36.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares138,607 from 126,244
Change+12,363 (+10%)
Value$9.7M (+$379.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares116,375 from 113,093
Change+3,282 (+3%)
Value$8.1M (-$205.2K)
Filed 2026-10-08
Madrid Financial Services
DECREASED
Shares113,692 from 115,817
Change-2,125 (-2%)
Value$7.9M (-$593.1K)
Filed 2026-11-03
Thor Investment Management Inc
DECREASED
Shares108,664 from 110,989
Change-2,325 (-2%)
Value$7.6M (-$588.6K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares102,405 from 122,022
Change-19,617 (-16%)
Value$7.1M (-$1.8M)
Filed 2026-10-13
Nottingham Advisors, Inc.
INCREASED
Shares88,153 from 88,072
Change+81 (+0%)
Value$6.2M (-$459.9K)
Filed 2026-10-29
Sageworth Trust Co
DECREASED
Shares82,841 from 85,268
Change-2,427 (-3%)
Value$5.8M (-$496.9K)
Filed 2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares72,498 from 72,498
Change0 (0%)
Value$5.3M ($0)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
DECREASED
Shares69,874 from 71,576
Change-1,702 (-2%)
Value$4.9M (-$393.7K)
Filed 2026-10-14
Ddfg, Inc
INCREASED
Shares60,085 from 58,507
Change+1,578 (+3%)
Value$4.2M (-$114.5K)
Filed 2026-10-15
Ironsides Asset Advisors, LLC
DECREASED
Shares59,900 from 61,408
Change-1,508 (-2%)
Value$4.2M (-$341.1K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares57,859 from 49,657
Change+8,202 (+17%)
Value$4.0M (+$382.0K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares53,835 from 55,358
Change-1,523 (-3%)
Value$3.8M (-$318.9K)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares53,603 from 50,114
Change+3,489 (+7%)
Value$3.7M (+$51.1K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares53,278 from 52,034
Change+1,244 (+2%)
Value$3.7M (-$113.0K)
Filed 2026-10-26
Blume Capital Management, Inc.
DECREASED
Shares50,788 from 51,362
Change-574 (-1%)
Value$3.5M (-$237.3K)
Filed 2026-10-26
Essex LLC
DECREASED
Shares49,536 from 50,204
Change-668 (-1%)
Value$3.5M (-$239.4K)
Filed 2026-10-14
Teamwork Financial Advisors, LLC
INCREASED
Shares47,537 from 45,538
Change+1,999 (+4%)
Value$3.3M (-$35.3K)
Filed 2026-10-19
Cordoba Advisory Partners LLC
INCREASED
Shares46,295 from 44,876
Change+1,419 (+3%)
Value$3.2M (-$73.3K)
Filed 2026-10-19
Clear Trail Advisors, LLC
DECREASED
Shares45,378 from 47,413
Change-2,035 (-4%)
Value$3.2M (-$324.1K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
INCREASED
Shares44,971 from 31,704
Change+13,267 (+42%)
Value$3.1M (+$804.6K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
DECREASED
Shares43,512 from 44,183
Change-671 (-2%)
Value$3.0M (-$216.5K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares42,959 from 42,024
Change+935 (+2%)
Value$3.0M (-$96.1K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares42,837 from 44,309
Change-1,472 (-3%)
Value$3.0M (-$272.9K)
Filed 2026-10-15
Naples Global Advisors, LLC
INCREASED
Shares42,177 from 41,647
Change+530 (+1%)
Value$2.9M (-$122.9K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares41,532 from 38,745
Change+2,787 (+7%)
Value$3.0M (+$117.4K)
Filed 2026-10-13
Horizon Financial Services, LLC
INCREASED
Shares39,187 from 38,101
Change+1,086 (+3%)
Value$2.7M (-$70.4K)
Filed 2026-11-04
Oarsman Capital, Inc.
INCREASED
Shares38,850 from 37,492
Change+1,358 (+4%)
Value$2.7M (-$49.1K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares38,517 from 36,611
Change+1,906 (+5%)
Value$2.7M (+$2.7M)
Filed 2026-10-27
RFG Advisory, LLC
NEW
Shares38,304
Change+38,304
Value$2.7M
Filed 2026-11-03
Midwest Professional Planners, Ltd.
INCREASED
Shares37,739 from 32,777
Change+4,962 (+15%)
Value$2.6M (+$220.6K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares36,555 from 38,034
Change-1,479 (-4%)
Value$2.6M (-$249.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares36,169 from 36,091
Change+78 (+0%)
Value$2.5M (-$133.2K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares35,125
Change+35,125
Value$2.6M
Filed 2026-10-26
Financial Partners Group, Inc
DECREASED
Shares32,384 from 33,726
Change-1,342 (-4%)
Value$2.3M (-$223.2K)
Filed 2026-10-19
Strategic Wealth Investment Group, LLC
DECREASED
Shares31,245 from 32,459
Change-1,214 (-4%)
Value$2.2M (-$209.4K)
Filed 2026-10-29
OAK Family Advisors, LLC
INCREASED
Shares28,733 from 28,205
Change+528 (+2%)
Value$2.0M (-$71.5K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares27,376 from 26,992
Change+384 (+1%)
Value$1.9M (-$76.8K)
Filed 2026-10-21
Old Port Advisors
DECREASED
Shares26,660 from 50,693
Change-24,033 (-47%)
Value$1.9M (-$1.9M)
Filed 2026-10-23
Tenet Wealth Partners, LLC
INCREASED
Shares26,460 from 25,841
Change+619 (+2%)
Value$1.8M (-$85.2K)
Filed 2026-10-19
Courier Capital LLC
DECREASED
Shares25,136 from 26,866
Change-1,730 (-6%)
Value$1.8M (-$224.0K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares24,145 from 11,190
Change+12,955 (+116%)
Value$1.7M (+$861.6K)
Filed 2026-10-13
Verity & Verity, LLC
UNCHANGED
Shares23,442 from 23,442
Change0 (0%)
Value$1.6M (-$90.0K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares23,421 from 20,676
Change+2,745 (+13%)
Value$1.6M (+$112.3K)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares22,268 from 22,268
Change0 (0%)
Value$1.6M (-$85.5K)
Filed 2026-10-20
Fermata Advisors, LLC
DECREASED
Shares19,492 from 19,521
Change-29 (0%)
Value$1.4M (-$77.0K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares18,603 from 18,390
Change+213 (+1%)
Value$1.3M (-$55.7K)
Filed 2026-10-26
Spectrum Asset Management, Inc. (NB )
NEW
Shares18,353
Change+18,353
Value$1.3M
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares18,349 from 19,798
Change-1,449 (-7%)
Value$1.3M (-$177.2K)
Filed 2026-10-23
VestGen Advisors, LLC
UNCHANGED
Shares17,755 from 17,755
Change0 (0%)
Value$1.2M (-$68.2K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
INCREASED
Shares17,512 from 15,956
Change+1,556 (+10%)
Value$1.2M (+$47.4K)
Filed 2026-11-02
Wespac Advisors, LLC
INCREASED
Shares17,029 from 13,851
Change+3,178 (+23%)
Value$1.2M (+$168.7K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares16,425 from 14,762
Change+1,663 (+11%)
Value$1.1M (+$59.5K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares15,579 from 14,926
Change+653 (+4%)
Value$1.1M (-$11.7K)
Filed 2026-10-23
Valen Private Capital, LLC
NEW
Shares14,923
Change+14,923
Value$1.0M
Filed 2026-10-23
Asset One Wealth Management LLC
UNCHANGED
Shares14,602 from 14,602
Change0 (0%)
Value$1.0M (-$83.1K)
Filed 2026-11-02
Orgel Wealth Management, LLC
INCREASED
Shares14,470 from 13,889
Change+581 (+4%)
Value$1.0M (-$12.8K)
Filed 2026-10-14
Planning Strategies Inc.
DECREASED
Shares14,232 from 14,362
Change-130 (-1%)
Value$993.7K (-$64.2K)
Filed 2026-10-02
Creative Planning
INCREASED
Shares13,896 from 12,916
Change+980 (+8%)
Value$970.2K (+$18.8K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares13,894 from 11,032
Change+2,862 (+26%)
Value$970.1K (+$154.5K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares13,420 from 12,231
Change+1,189 (+10%)
Value$937.0K (+$36.0K)
Filed 2026-10-16
Birch Capital Management, LLC
DECREASED
Shares12,556 from 12,592
Change-36 (0%)
Value$876.7K (-$50.9K)
Filed 2026-10-27
LVZ, Inc.
DECREASED
Shares12,285 from 12,599
Change-314 (-2%)
Value$857.7K (-$70.3K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares11,601 from 11,424
Change+177 (+2%)
Value$810.0K (-$31.5K)
Filed 2026-11-04
Aurora Private Wealth, Inc.
DECREASED
Shares11,275 from 11,304
Change-29 (0%)
Value$787.0K (-$46.0K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares10,698 from 7,540
Change+3,158 (+42%)
Value$746.9K (+$191.5K)
Filed 2026-10-28
Vista Investment Partners II, LLC
INCREASED
Shares10,451 from 9,949
Change+502 (+5%)
Value$729.7K (-$3.2K)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED
Shares9,468 from 8,954
Change+514 (+6%)
Value$661.1K (+$1.5K)
Filed 2026-10-13
Investors Research Corp
DECREASED
Shares9,372 from 9,612
Change-240 (-2%)
Value$654.4K (-$53.7K)
Filed 2026-10-07
Private Capital Advisors, Inc.
UNCHANGED
Shares9,185 from 9,185
Change0 (0%)
Value$641.3K (-$35.3K)
Filed 2026-10-06
HUB Investment Partners, LLC
INCREASED
Shares8,914 from 7,715
Change+1,199 (+16%)
Value$622.3K (+$54.0K)
Filed 2026-11-03
Saxon Interests, Inc.
INCREASED
Shares8,603 from 8,312
Change+291 (+4%)
Value$600.7K (-$11.6K)
Filed 2026-10-26
Sageworth Trust Co of South Dakota
UNCHANGED
Shares8,297 from 8,297
Change0 (0%)
Value$579.3K (-$31.9K)
Filed 2026-10-30
Aaron Wealth Advisors LLC
UNCHANGED
Shares8,219 from 8,219
Change0 (0%)
Value$573.9K (-$31.6K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares8,146 from 6,326
Change+1,820 (+29%)
Value$568.8K (+$102.8K)
Filed 2026-10-26
Firestone Capital Management
INCREASED
Shares7,840 from 7,823
Change+17 (+0%)
Value$547.4K (-$28.8K)
Filed 2026-11-03
Anson Capital, Inc.
DECREASED
Shares7,293 from 9,973
Change-2,680 (-27%)
Value$509.2K (-$225.4K)
Filed 2026-10-23
MBL Wealth, LLC
UNCHANGED
Shares6,405 from 6,405
Change0 (0%)
Value$447.2K (-$24.6K)
Filed 2026-10-22
Quartz Partners, LLC
DECREASED
Shares6,251 from 6,607
Change-356 (-5%)
Value$436.4K (-$50.2K)
Filed 2026-11-03
Meredith Wealth Planning
UNCHANGED
Shares5,985 from 5,985
Change0 (0%)
Value$417.9K (-$23.0K)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares5,975 from 5,039
Change+936 (+19%)
Value$417.2K (+$46.0K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
NEW
Shares5,716
Change+5,716
Value$399.1K
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED
Shares5,670 from 5,600
Change+70 (+1%)
Value$395.9K (-$16.6K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares5,604 from 6,811
Change-1,207 (-18%)
Value$391.3K (-$110.4K)
Filed 2026-11-04
KDK Private Wealth Management, LLC
INCREASED
Shares5,385 from 3,711
Change+1,674 (+45%)
Value$375.9K (+$102.6K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares5,357 from 3,381
Change+1,976 (+58%)
Value$374.0K (+$124.9K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares5,198 from 3,561
Change+1,637 (+46%)
Value$362.9K (+$100.6K)
Filed 2026-10-13
Endowment Wealth Management, Inc.
INCREASED
Shares5,147 from 4,278
Change+869 (+20%)
Value$359.4K (+$44.2K)
Filed 2026-11-03
Altiora Financial Group, LLC
DECREASED
Shares5,000 from 9,848
Change-4,848 (-49%)
Value$349.1K (-$376.3K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED
Shares4,745 from 4,705
Change+40 (+1%)
Value$331.3K (-$15.3K)
Filed 2026-10-19
Somerset Trust Co
UNCHANGED
Shares4,637 from 4,637
Change0 (0%)
Value$323.8K (-$17.8K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
NEW
Shares4,580
Change+4,580
Value$341.4K
Filed 2026-10-27
NWF Advisory Services Inc.
UNCHANGED
Shares4,570 from 4,570
Change0 (0%)
Value$319.1K (-$17.5K)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares4,368
Change+4,368
Value$305.0K
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$300.2K (-$16.5K)
Filed 2026-11-04
Lionsbridge Wealth Management LLC
DECREASED
Shares4,290 from 4,711
Change-421 (-9%)
Value$299.5K (-$47.5K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,277 from 4,056
Change+221 (+5%)
Value$298.6K (-$145)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares4,184 from 4,980
Change-796 (-16%)
Value$292.1K (-$74.7K)
Filed 2026-10-19
Bank of New York Mellon Corp
NEW
Shares4,096
Change+4,096
Value$286.0K
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares4,029 from 3,961
Change+68 (+2%)
Value$281.3K (-$10.5K)
Filed 2026-10-08
Capstone Capital Management Ltd
NEW
Shares4,020
Change+4,020
Value$280.7K
Filed 2026-10-21
Third View Private Wealth, LLC
UNCHANGED
Shares3,915 from 3,915
Change0 (0%)
Value$273.3K (-$15.0K)
Filed 2026-10-30
Choreo, LLC
NEW
Shares3,800
Change+3,800
Value$265.3K
Filed 2026-10-28
Adkins Seale Capital Management LLC
INCREASED
Shares3,786 from 3,701
Change+85 (+2%)
Value$264.3K (-$8.3K)
Filed 2026-10-27
Indivisible Partners
NEW
Shares3,753
Change+3,753
Value$262.1K
Filed 2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED
Shares3,666 from 3,666
Change0 (0%)
Value$256.0K (-$13.3K)
Filed 2026-10-16
Pacific Sage Partners, LLC
NEW
Shares3,602
Change+3,602
Value$251.5K
Filed 2026-10-21
Town Capital LLC
NEW
Shares3,543
Change+3,543
Value$247.4K
Filed 2026-11-03
Leading Edge Financial Planning LLC
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$246.6K (-$13.6K)
Filed 2026-10-23
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares3,468 from 3,467
Change+1 (+0%)
Value$242.0K (+$241.7K)
Filed 2026-10-14
Orba Wealth Advisors, L.L.C.
INCREASED
Shares3,391 from 3,374
Change+17 (+1%)
Value$236.7K (-$11.8K)
Filed 2026-10-23
Pettinga Financial Advisors LLC
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$235.6K (-$13.0K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares3,237 from 3,662
Change-425 (-12%)
Value$226.0K (-$43.7K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares3,151
Change+3,151
Value$234.3K
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares3,134 from 3,134
Change0 (0%)
Value$218.8K (-$12.0K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares3,016 from 2,918
Change+98 (+3%)
Value$210.6K (-$4.4K)
Filed 2026-10-26
Pacific Park Financial, Inc.
DECREASED
Shares2,942 from 3,372
Change-430 (-13%)
Value$205.4K (-$43.0K)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares2,930 from 2,917
Change+13 (+0%)
Value$204.6K (-$10.3K)
Filed 2026-10-20
WestEnd Advisors, LLC
INCREASED
Shares2,664 from 2,571
Change+93 (+4%)
Value$186.0K (-$3.4K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares2,603 from 5
Change+2,598 (+51960%)
Value$181.7K (+$181.4K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares1,774 from 1,404
Change+370 (+26%)
Value$123.8K (+$20.4K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares1,732 from 1,672
Change+60 (+4%)
Value$120.9K (-$2.2K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares1,248 from 1,151
Change+97 (+8%)
Value$87.1K (+$2.4K)
Filed 2026-10-28
Wolverine Asset Management LLC
NEW
Shares1,100
Change+1,100
Value$76.8K
Filed 2026-11-02
Adirondack Trust Co
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$70.9K (-$3.9K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares910 from 819
Change+91 (+11%)
Value$63.5K (+$3.1K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares883 from 753
Change+130 (+17%)
Value$61.7K (+$6.2K)
Filed 2026-10-23
Piscataqua Savings Bank
DECREASED
Shares840 from 976
Change-136 (-14%)
Value$58.6K (-$13.2K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares825 from 955
Change-130 (-14%)
Value$57.6K (-$12.7K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$55.7K (-$1.5K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares599 from 10,874
Change-10,275 (-94%)
Value$41.8K (-$759.2K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$34.9K (-$1.9K)
Filed 2026-11-02
Maseco LLP
NEW
Shares450
Change+450
Value$31.4K
Filed 2026-10-27
CX Institutional
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$31 (-$2)
Filed 2026-10-02
EverSource Wealth Advisors, LLC
INCREASED
Shares374 from 199
Change+175 (+88%)
Value$26.1K (+$11.5K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares341 from 77
Change+264 (+343%)
Value$23.8K (+$18.1K)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$23.3K (-$1.3K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$21.6K (-$1.2K)
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares294
Change+294
Value$20.5K
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$19 (-$1)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares220 from 195
Change+25 (+13%)
Value$15.4K (+$1.1K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
NEW
Shares200
Change+200
Value$14.0K
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$13.4K (-$737)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
INCREASED
Shares184 from 182
Change+2 (+1%)
Value$12.9K (-$570)
Filed 2026-10-30
Bfsg, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$12.3K (-$676)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$12.2K (-$672)
Filed 2026-10-14
1620 Investment Advisors, Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$11.7K (-$641)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.5K (-$576)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares133 from 91
Change+42 (+46%)
Value$9.3K (+$2.6K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares123
Change+123
Value$8.6K
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares119 from 50
Change+69 (+138%)
Value$8.3K (+$4.6K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$7.6K (-$419)
Filed 2026-11-04
Hurley Capital, LLC
NEW
Shares100
Change+100
Value$7.0K
Filed 2026-11-05
Certuity, LLC
NEW
Shares100
Change+100
Value$7.0K
Filed 2026-11-02
Monetary Solutions, Ltd
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.0K (-$384)
Filed 2026-10-22
Grey Ledge Advisors, LLC
INCREASED
Shares60 from 15
Change+45 (+300%)
Value$4.2K (+$3.1K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares58
Change+58
Value$4.1K
Filed 2026-10-21
Canton Hathaway, LLC
NEW
Shares55
Change+55
Value$3.8K
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares45
Change+45
Value$3.1K
Filed 2026-10-09
Wilkerson Advisory Group LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.5K (-$110)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$908 (-$50)
Filed 2026-10-30
POM Investment Strategies, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$730 (-$32)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 29,452
Change-29,452 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-21
Golden State Wealth Management, LLC
CLOSED
Shares0 from 21,018
Change-21,018 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
J.Safra Asset Management Corp
CLOSED
Shares0 from 19,147
Change-19,147 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Plan Group Financial, LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$515.6K)
Filed 2026-10-22
Valley Forge Investment Consultants Inc ADV
CLOSED
Shares0 from 3,342
Change-3,342 (-100%)
Value$0 (-$246.2K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 2,972
Change-2,972 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-16
Brookstone Capital Management
CLOSED
Shares0 from 2,825
Change-2,825 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 459
Change-459 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$29.5K)
Filed 2026-11-02
GFS Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$482.5K)
Filed 2026-11-03
Evolution Wealth Management Inc.
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-28
Kennebec Savings Bank
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-22
Bokf, NA
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-27
Concord Wealth Partners
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-07
Spire Wealth Management
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-30
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 11,112,678
Change-11,112,678 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,313,901
Change-2,313,901 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,139,399
Change-2,139,399 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,431,595
Change-1,431,595 (-100%)
Value—
UBS Group AG
N/A
Shares— from 778,880
Change-778,880 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 754,742
Change-754,742 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 549,091
Change-549,091 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 514,296
Change-514,296 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 420,875
Change-420,875 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 420,592
Change-420,592 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 408,329
Change-408,329 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 404,310
Change-404,310 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 401,465
Change-401,465 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 382,918
Change-382,918 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 349,682
Change-349,682 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 326,689
Change-326,689 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 293,435
Change-293,435 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 292,323
Change-292,323 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 266,570
Change-266,570 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 225,513
Change-225,513 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 225,494
Change-225,494 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 187,687
Change-187,687 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 187,651
Change-187,651 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 183,569
Change-183,569 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 171,649
Change-171,649 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 171,531
Change-171,531 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 154,059
Change-154,059 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 131,899
Change-131,899 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 129,447
Change-129,447 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 121,160
Change-121,160 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 119,986
Change-119,986 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 115,872
Change-115,872 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 103,263
Change-103,263 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 95,502
Change-95,502 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 92,724
Change-92,724 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 89,900
Change-89,900 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 88,656
Change-88,656 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 88,345
Change-88,345 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 85,522
Change-85,522 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 79,029
Change-79,029 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 75,974
Change-75,974 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 74,252
Change-74,252 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 71,005
Change-71,005 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 63,402
Change-63,402 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 59,072
Change-59,072 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 56,686
Change-56,686 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 55,573
Change-55,573 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 54,072
Change-54,072 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 52,107
Change-52,107 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 51,863
Change-51,863 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 49,800
Change-49,800 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 49,781
Change-49,781 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 47,622
Change-47,622 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 46,665
Change-46,665 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 45,477
Change-45,477 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 45,113
Change-45,113 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 42,959
Change-42,959 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 37,982
Change-37,982 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 34,698
Change-34,698 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 32,351
Change-32,351 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 31,693
Change-31,693 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,444
Change-31,444 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,047
Change-31,047 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 30,981
Change-30,981 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 30,556
Change-30,556 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 29,444
Change-29,444 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 26,385
Change-26,385 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 23,531
Change-23,531 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 23,181
Change-23,181 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,631
Change-22,631 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 21,236
Change-21,236 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,176
Change-21,176 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 20,155
Change-20,155 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20,098
Change-20,098 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,481
Change-17,481 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,176
Change-17,176 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 16,516
Change-16,516 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,066
Change-16,066 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,956
Change-15,956 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 15,146
Change-15,146 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
&partners
N/A
Shares— from 14,916
Change-14,916 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 14,066
Change-14,066 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,178
Change-13,178 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 12,544
Change-12,544 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 9,176
Change-9,176 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 9,082
Change-9,082 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 6,657
Change-6,657 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 852
Change-852 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 782
Change-782 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 711
Change-711 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 326
Change-326 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Blair William & Co
N/A
Shares— from 232
Change-232 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 199
Change-199 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 114
Change-114 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 55
Change-55 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Barclays PLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Rational Advisors, Inc.
DECREASED642,134667,709-25,575-4%$49.2M$44.8M-$4.3M2026-11-02
Fund Evaluation Group, LLC
INCREASED461,707406,672+55,035+14%$30.0M$32.2M+$2.3M2026-11-05
Curran Financial Partners, LLC
INCREASED359,950333,537+26,413+8%$24.6M$25.1M+$563.3K2026-11-04
School Employees Retirement Board of Ohio
UNCHANGED330,585330,58500%$24.4M$23.1M-$1.3M2026-10-22
Decker Wealth Management LLC
DECREASED294,977371,036-76,059-20%$27.3M$20.6M-$6.7M2026-10-09
Commonwealth Equity Services, LLC
INCREASED215,135199,210+15,925+8%$14.7M$15.0M+$346.9K2026-11-02
Fourpath Capital Management, LLC
NEW158,414—+158,414——$11.1M—2026-10-19
Evergreen Capital Management LLC
INCREASED157,278156,042+1,236+1%$11.5M$11.0M-$512.9K2026-10-23
Apollon Wealth Management, LLC
INCREASED144,481136,453+8,028+6%$10.1M$10.1M+$36.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED138,607126,244+12,363+10%$9.3M$9.7M+$379.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED116,375113,093+3,282+3%$8.3M$8.1M-$205.2K2026-10-08
Madrid Financial Services
DECREASED113,692115,817-2,125-2%$8.5M$7.9M-$593.1K2026-11-03
Thor Investment Management Inc
DECREASED108,664110,989-2,325-2%$8.2M$7.6M-$588.6K2026-10-13
Fiduciary Alliance LLC
DECREASED102,405122,022-19,617-16%$9.0M$7.1M-$1.8M2026-10-13
Nottingham Advisors, Inc.
INCREASED88,15388,072+81+0%$6.7M$6.2M-$459.9K2026-10-29
Sageworth Trust Co
DECREASED82,84185,268-2,427-3%$6.3M$5.8M-$496.9K2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED72,49872,49800%$5.3M$5.3M$02026-11-03
KMG Fiduciary Partners, LLC
DECREASED69,87471,576-1,702-2%$5.3M$4.9M-$393.7K2026-10-14
Ddfg, Inc
INCREASED60,08558,507+1,578+3%$4.3M$4.2M-$114.5K2026-10-15
Ironsides Asset Advisors, LLC
DECREASED59,90061,408-1,508-2%$4.5M$4.2M-$341.1K2026-10-20
Truist Financial Corp
INCREASED57,85949,657+8,202+17%$3.7M$4.0M+$382.0K2026-10-30
Fifth Third Bancorp
DECREASED53,83555,358-1,523-3%$4.1M$3.8M-$318.9K2026-11-05
Moneco Advisors, LLC
INCREASED53,60350,114+3,489+7%$3.7M$3.7M+$51.1K2026-11-05
Park Avenue Securities LLC
INCREASED53,27852,034+1,244+2%$3.8M$3.7M-$113.0K2026-10-26
Blume Capital Management, Inc.
DECREASED50,78851,362-574-1%$3.8M$3.5M-$237.3K2026-10-26
Essex LLC
DECREASED49,53650,204-668-1%$3.7M$3.5M-$239.4K2026-10-14
Teamwork Financial Advisors, LLC
INCREASED47,53745,538+1,999+4%$3.4M$3.3M-$35.3K2026-10-19
Cordoba Advisory Partners LLC
INCREASED46,29544,876+1,419+3%$3.3M$3.2M-$73.3K2026-10-19
Clear Trail Advisors, LLC
DECREASED45,37847,413-2,035-4%$3.5M$3.2M-$324.1K2026-10-20
Spinnaker Investment Group, LLC
INCREASED44,97131,704+13,267+42%$2.3M$3.1M+$804.6K2026-10-13
Patriot Investment Management Group, Inc.
DECREASED43,51244,183-671-2%$3.3M$3.0M-$216.5K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED42,95942,024+935+2%$3.1M$3.0M-$96.1K2026-10-21
HBW Advisory Services LLC
DECREASED42,83744,309-1,472-3%$3.3M$3.0M-$272.9K2026-10-15
Naples Global Advisors, LLC
INCREASED42,17741,647+530+1%$3.1M$2.9M-$122.9K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED41,53238,745+2,787+7%$2.9M$3.0M+$117.4K2026-10-13
Horizon Financial Services, LLC
INCREASED39,18738,101+1,086+3%$2.8M$2.7M-$70.4K2026-11-04
Oarsman Capital, Inc.
INCREASED38,85037,492+1,358+4%$2.8M$2.7M-$49.1K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED38,51736,611+1,906+5%$2.7K$2.7M+$2.7M2026-10-27
RFG Advisory, LLC
NEW38,304—+38,304——$2.7M—2026-11-03
Midwest Professional Planners, Ltd.
INCREASED37,73932,777+4,962+15%$2.4M$2.6M+$220.6K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED36,55538,034-1,479-4%$2.8M$2.6M-$249.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED36,16936,091+78+0%$2.7M$2.5M-$133.2K2026-11-02
Transce3nd, LLC
NEW35,125—+35,125——$2.6M—2026-10-26
Financial Partners Group, Inc
DECREASED32,38433,726-1,342-4%$2.5M$2.3M-$223.2K2026-10-19
Strategic Wealth Investment Group, LLC
DECREASED31,24532,459-1,214-4%$2.4M$2.2M-$209.4K2026-10-29
OAK Family Advisors, LLC
INCREASED28,73328,205+528+2%$2.1M$2.0M-$71.5K2026-10-19
Fifth Third Securities, Inc.
INCREASED27,37626,992+384+1%$2.0M$1.9M-$76.8K2026-10-21
Old Port Advisors
DECREASED26,66050,693-24,033-47%$3.7M$1.9M-$1.9M2026-10-23
Tenet Wealth Partners, LLC
INCREASED26,46025,841+619+2%$1.9M$1.8M-$85.2K2026-10-19
Courier Capital LLC
DECREASED25,13626,866-1,730-6%$2.0M$1.8M-$224.0K2026-10-19
Signal Advisors Wealth, LLC
INCREASED24,14511,190+12,955+116%$824.2K$1.7M+$861.6K2026-10-13
Verity & Verity, LLC
UNCHANGED23,44223,44200%$1.7M$1.6M-$90.0K2026-10-23
Simplicity Wealth,LLC
INCREASED23,42120,676+2,745+13%$1.5M$1.6M+$112.3K2026-10-23
Arlington Trust Co LLC
UNCHANGED22,26822,26800%$1.6M$1.6M-$85.5K2026-10-20
Fermata Advisors, LLC
DECREASED19,49219,521-290%$1.4M$1.4M-$77.0K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED18,60318,390+213+1%$1.4M$1.3M-$55.7K2026-10-26
Spectrum Asset Management, Inc. (NB )
NEW18,353—+18,353——$1.3M—2026-10-19
NTV Asset Management LLC
DECREASED18,34919,798-1,449-7%$1.5M$1.3M-$177.2K2026-10-23
VestGen Advisors, LLC
UNCHANGED17,75517,75500%$1.3M$1.2M-$68.2K2026-10-27
GC Wealth Management RIA, LLC
INCREASED17,51215,956+1,556+10%$1.2M$1.2M+$47.4K2026-11-02
Wespac Advisors, LLC
INCREASED17,02913,851+3,178+23%$1.0M$1.2M+$168.7K2026-10-26
Asset Allocation Strategies LLC
INCREASED16,42514,762+1,663+11%$1.1M$1.1M+$59.5K2026-10-20
HB Wealth Management, LLC
INCREASED15,57914,926+653+4%$1.1M$1.1M-$11.7K2026-10-23
Valen Private Capital, LLC
NEW14,923—+14,923——$1.0M—2026-10-23
Asset One Wealth Management LLC
UNCHANGED14,60214,60200%$1.1M$1.0M-$83.1K2026-11-02
Orgel Wealth Management, LLC
INCREASED14,47013,889+581+4%$1.0M$1.0M-$12.8K2026-10-14
Planning Strategies Inc.
DECREASED14,23214,362-130-1%$1.1M$993.7K-$64.2K2026-10-02
Creative Planning
INCREASED13,89612,916+980+8%$951.4K$970.2K+$18.8K2026-11-02
Ignite Planners, LLC
INCREASED13,89411,032+2,862+26%$815.6K$970.1K+$154.5K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED13,42012,231+1,189+10%$901.0K$937.0K+$36.0K2026-10-16
Birch Capital Management, LLC
DECREASED12,55612,592-360%$927.5K$876.7K-$50.9K2026-10-27
LVZ, Inc.
DECREASED12,28512,599-314-2%$928.0K$857.7K-$70.3K2026-10-20
Lido Advisors, LLC
INCREASED11,60111,424+177+2%$841.5K$810.0K-$31.5K2026-11-04
Aurora Private Wealth, Inc.
DECREASED11,27511,304-290%$833.0K$787.0K-$46.0K2026-10-20
MGO One Seven LLC
INCREASED10,6987,540+3,158+42%$555.4K$746.9K+$191.5K2026-10-28
Vista Investment Partners II, LLC
INCREASED10,4519,949+502+5%$732.8K$729.7K-$3.2K2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED9,4688,954+514+6%$659.6K$661.1K+$1.5K2026-10-13
Investors Research Corp
DECREASED9,3729,612-240-2%$708.0K$654.4K-$53.7K2026-10-07
Private Capital Advisors, Inc.
UNCHANGED9,1859,18500%$676.6K$641.3K-$35.3K2026-10-06
HUB Investment Partners, LLC
INCREASED8,9147,715+1,199+16%$568.3K$622.3K+$54.0K2026-11-03
Saxon Interests, Inc.
INCREASED8,6038,312+291+4%$612.2K$600.7K-$11.6K2026-10-26
Sageworth Trust Co of South Dakota
UNCHANGED8,2978,29700%$611.2K$579.3K-$31.9K2026-10-30
Aaron Wealth Advisors LLC
UNCHANGED8,2198,21900%$605.4K$573.9K-$31.6K2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED8,1466,326+1,820+29%$466.0K$568.8K+$102.8K2026-10-26
Firestone Capital Management
INCREASED7,8407,823+17+0%$576.2K$547.4K-$28.8K2026-11-03
Anson Capital, Inc.
DECREASED7,2939,973-2,680-27%$734.6K$509.2K-$225.4K2026-10-23
MBL Wealth, LLC
UNCHANGED6,4056,40500%$471.8K$447.2K-$24.6K2026-10-22
Quartz Partners, LLC
DECREASED6,2516,607-356-5%$486.7K$436.4K-$50.2K2026-11-03
Meredith Wealth Planning
UNCHANGED5,9855,98500%$440.9K$417.9K-$23.0K2026-10-14
US Bancorp \de\
INCREASED5,9755,039+936+19%$371.2K$417.2K+$46.0K2026-11-05
Quadcap Wealth Management, LLC
NEW5,716—+5,716——$399.1K—2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED5,6705,600+70+1%$412.5K$395.9K-$16.6K2026-11-02
Visionary Wealth Advisors
DECREASED5,6046,811-1,207-18%$501.7K$391.3K-$110.4K2026-11-04
KDK Private Wealth Management, LLC
INCREASED5,3853,711+1,674+45%$273.4K$375.9K+$102.6K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED5,3573,381+1,976+58%$249.1K$374.0K+$124.9K2026-10-23
Independent Financial Group, LLC
INCREASED5,1983,561+1,637+46%$262.3K$362.9K+$100.6K2026-10-13
Endowment Wealth Management, Inc.
INCREASED5,1474,278+869+20%$315.1K$359.4K+$44.2K2026-11-03
Altiora Financial Group, LLC
DECREASED5,0009,848-4,848-49%$725.4K$349.1K-$376.3K2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED4,7454,705+40+1%$346.6K$331.3K-$15.3K2026-10-19
Somerset Trust Co
UNCHANGED4,6374,63700%$341.6K$323.8K-$17.8K2026-10-13
Chicago Partners Investment Group LLC
NEW4,580—+4,580——$341.4K—2026-10-27
NWF Advisory Services Inc.
UNCHANGED4,5704,57000%$336.6K$319.1K-$17.5K2026-10-19
Simplex Trading, LLC
NEW4,368—+4,368——$305.0K—2026-11-04
AlphaCore Capital LLC
UNCHANGED4,3004,30000%$316.7K$300.2K-$16.5K2026-11-04
Lionsbridge Wealth Management LLC
DECREASED4,2904,711-421-9%$347.0K$299.5K-$47.5K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED4,2774,056+221+5%$298.8K$298.6K-$1452026-11-03
Grandview Asset Management LLC
DECREASED4,1844,980-796-16%$366.8K$292.1K-$74.7K2026-10-19
Bank of New York Mellon Corp
NEW4,096—+4,096——$286.0K—2026-11-05
First Heartland Consultants, Inc.
INCREASED4,0293,961+68+2%$291.8K$281.3K-$10.5K2026-10-08
Capstone Capital Management Ltd
NEW4,020—+4,020——$280.7K—2026-10-21
Third View Private Wealth, LLC
UNCHANGED3,9153,91500%$288.4K$273.3K-$15.0K2026-10-30
Choreo, LLC
NEW3,800—+3,800——$265.3K—2026-10-28
Adkins Seale Capital Management LLC
INCREASED3,7863,701+85+2%$272.6K$264.3K-$8.3K2026-10-27
Indivisible Partners
NEW3,753—+3,753——$262.1K—2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED3,6663,66600%$269.3K$256.0K-$13.3K2026-10-16
Pacific Sage Partners, LLC
NEW3,602—+3,602——$251.5K—2026-10-21
Town Capital LLC
NEW3,543—+3,543——$247.4K—2026-11-03
Leading Edge Financial Planning LLC
UNCHANGED3,5323,53200%$260.1K$246.6K-$13.6K2026-10-23
A. D. Beadell Investment Counsel, Inc.
INCREASED3,4683,467+1+0%$255$242.0K+$241.7K2026-10-14
Orba Wealth Advisors, L.L.C.
INCREASED3,3913,374+17+1%$248.5K$236.7K-$11.8K2026-10-23
Pettinga Financial Advisors LLC
UNCHANGED3,3753,37500%$248.6K$235.6K-$13.0K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED3,2373,662-425-12%$269.8K$226.0K-$43.7K2026-10-30
StoneX Group Inc.
NEW3,151—+3,151——$234.3K—2026-11-03
Lanark Financial, Inc.
UNCHANGED3,1343,13400%$230.9K$218.8K-$12.0K2026-10-26
Verdence Capital Advisors LLC
INCREASED3,0162,918+98+3%$214.9K$210.6K-$4.4K2026-10-26
Pacific Park Financial, Inc.
DECREASED2,9423,372-430-13%$248.4K$205.4K-$43.0K2026-10-13
Klingman & Associates, LLC
INCREASED2,9302,917+13+0%$214.8K$204.6K-$10.3K2026-10-20
WestEnd Advisors, LLC
INCREASED2,6642,571+93+4%$189.4K$186.0K-$3.4K2026-10-27
Citigroup Inc
INCREASED2,6035+2,598+51960%$368$181.7K+$181.4K2026-11-04
Creative Financial Designs Inc
INCREASED1,7741,404+370+26%$103.4K$123.8K+$20.4K2026-11-04
Private Trust Co NA
INCREASED1,7321,672+60+4%$123.2K$120.9K-$2.2K2026-10-20
Cullen T Bankers, Inc.
INCREASED1,2481,151+97+8%$84.8K$87.1K+$2.4K2026-10-28
Wolverine Asset Management LLC
NEW1,100—+1,100——$76.8K—2026-11-02
Adirondack Trust Co
UNCHANGED1,0151,01500%$74.8K$70.9K-$3.9K2026-10-14
Parallel Advisors, LLC
INCREASED910819+91+11%$60.4K$63.5K+$3.1K2026-11-03
Signaturefd, LLC
INCREASED883753+130+17%$55.5K$61.7K+$6.2K2026-10-23
Piscataqua Savings Bank
DECREASED840976-136-14%$71.9K$58.6K-$13.2K2026-10-21
IFP Advisors, Inc
DECREASED825955-130-14%$70.3K$57.6K-$12.7K2026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED78878800%$57.1K$55.7K-$1.5K2026-11-04
Larson Financial Group LLC
DECREASED59910,874-10,275-94%$801.0K$41.8K-$759.2K2026-11-05
Key FInancial Inc
UNCHANGED50050000%$36.8K$34.9K-$1.9K2026-11-02
Maseco LLP
NEW450—+450——$31.4K—2026-10-27
CX Institutional
UNCHANGED44744700%$33$31-$22026-10-02
EverSource Wealth Advisors, LLC
INCREASED374199+175+88%$14.7K$26.1K+$11.5K2026-11-04
Ascentis Wealth Management, LLC
INCREASED34177+264+343%$5.7K$23.8K+$18.1K2026-11-03
Blueline Advisors LLC
UNCHANGED33333300%$24.5K$23.3K-$1.3K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED31031000%$22.8K$21.6K-$1.2K2026-10-21
DeDora Capital, Inc.
NEW294—+294——$20.5K—2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED27527500%$20$19-$12026-11-04
CoreCap Advisors, LLC
INCREASED220195+25+13%$14.4K$15.4K+$1.1K2026-10-08
Capital Investment Advisory Services, LLC
NEW200—+200——$14.0K—2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED19219200%$14.1K$13.4K-$7372026-10-15
Smallwood Wealth Investment Management, LLC
INCREASED184182+2+1%$13.4K$12.9K-$5702026-10-30
Bfsg, LLC
UNCHANGED17617600%$13.0K$12.3K-$6762026-10-30
Triumph Capital Management
UNCHANGED17517500%$12.9K$12.2K-$6722026-10-14
1620 Investment Advisors, Inc.
UNCHANGED16716700%$12.3K$11.7K-$6412026-11-04
Financial Consulate, Inc
UNCHANGED15015000%$11.0K$10.5K-$5762026-10-23
Silver Grove Financial Group, Inc.
INCREASED13391+42+46%$6.7K$9.3K+$2.6K2026-11-05
Ascentis Independent Advisors
NEW123—+123——$8.6K—2026-11-03
Assetmark, Inc
INCREASED11950+69+138%$3.7K$8.3K+$4.6K2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED10910900%$8.0K$7.6K-$4192026-11-04
Hurley Capital, LLC
NEW100—+100——$7.0K—2026-11-05
Certuity, LLC
NEW100—+100——$7.0K—2026-11-02
Monetary Solutions, Ltd
UNCHANGED10010000%$7.4K$7.0K-$3842026-10-22
Grey Ledge Advisors, LLC
INCREASED6015+45+300%$1.1K$4.2K+$3.1K2026-11-02
Root Financial Partners, LLC
NEW58—+58——$4.1K—2026-10-21
Canton Hathaway, LLC
NEW55—+55——$3.8K—2026-10-23
GK Wealth Management LLC
NEW45—+45——$3.1K—2026-10-09
Wilkerson Advisory Group LLC
UNCHANGED353500%$2.6K$2.5K-$1102026-10-20
Caldwell Trust Co
UNCHANGED131300%$958$908-$502026-10-30
POM Investment Strategies, LLC
UNCHANGED101000%$762$730-$322026-10-20
Legacy Capital Wealth Partners, LLC
CLOSED029,452-29,452-100%$2.2M$0-$2.2M2026-10-21
Golden State Wealth Management, LLC
CLOSED021,018-21,018-100%$1.5M$0-$1.5M2026-11-02
J.Safra Asset Management Corp
CLOSED019,147-19,147-100%$1.4M$0-$1.4M2026-11-03
Plan Group Financial, LLC
CLOSED07,000-7,000-100%$515.6K$0-$515.6K2026-10-22
Valley Forge Investment Consultants Inc ADV
CLOSED03,342-3,342-100%$246.2K$0-$246.2K2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED02,972-2,972-100%$218.9K$0-$218.9K2026-10-16
Brookstone Capital Management
CLOSED02,825-2,825-100%$208.1K$0-$208.1K2026-10-22
Mirae Asset Global Investments Co., Ltd.
CLOSED02,800-2,800-100%$206.2K$0-$206.2K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED0459-459-100%$33.8K$0-$33.8K2026-10-26
International Assets Investment Management, LLC
CLOSED0406-406-100%$29.5K$0-$29.5K2026-11-02
GFS Advisors, LLC
CLOSED0200-200-100%$482.5K$0-$482.5K2026-11-03
Evolution Wealth Management Inc.
CLOSED0180-180-100%$13.3K$0-$13.3K2026-10-28
Kennebec Savings Bank
CLOSED0126-126-100%$9.3K$0-$9.3K2026-10-22
Bokf, NA
CLOSED0124-124-100%$9.1K$0-$9.1K2026-10-27
Concord Wealth Partners
CLOSED075-75-100%$5.5K$0-$5.5K2026-11-02
MJT & Associates Financial Advisory Group, Inc.
CLOSED056-56-100%$4.1K$0-$4.1K2026-10-07
Spire Wealth Management
CLOSED037-37-100%$2.7K$0-$2.7K2026-10-30
LifeSteps Financial, Inc.
CLOSED030-30-100%$2.2K$0-$2.2K2026-10-15
Morgan Stanley
N/A—11,112,678-11,112,678-100%$818.6M———
Bank of America Corp
N/A—2,313,901-2,313,901-100%$170.4M———
Treasurer of the State of North Carolina
N/A—2,139,399-2,139,399-100%$157.6M———
LPL Financial LLC
N/A—1,431,595-1,431,595-100%$105.5M———
UBS Group AG
N/A—778,880-778,880-100%$57.4M———
Wells Fargo & Company
N/A—754,742-754,742-100%$55.6M———
Raymond James Financial Inc
N/A—549,091-549,091-100%$40.4M———
PNC Financial Services Group, Inc.
N/A—514,296-514,296-100%$37.9M———
JPMorgan Chase & Co
N/A—420,875-420,875-100%$31.2M———
Payne Capital Management, LLC
N/A—420,592-420,592-100%$31.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—408,329-408,329-100%$30.1M———
Advisory Alpha, LLC
N/A—404,310-404,310-100%$29.8M———
Royal Bank of Canada
N/A—401,465-401,465-100%$29.6M———
GenTrust, LLC
N/A—382,918-382,918-100%$28.2M———
Ameriprise Financial Inc
N/A—349,682-349,682-100%$25.8M———
Envestnet Asset Management Inc
N/A—326,689-326,689-100%$24.1M———
Presidio Capital Management, LLC
N/A—293,435-293,435-100%$21.6M———
Stifel Financial Corp
N/A—292,323-292,323-100%$21.5M———
Cresset Asset Management, LLC
N/A—266,570-266,570-100%$19.6M———
HighTower Advisors, LLC
N/A—225,513-225,513-100%$16.6M———
Cetera Investment Advisers
N/A—225,494-225,494-100%$16.6M———
Baird Financial Group, Inc.
N/A—187,687-187,687-100%$13.8M———
Focus Partners Wealth
N/A—187,651-187,651-100%$13.8M———
MAI Capital Management
N/A—183,569-183,569-100%$13.5M———
Annandale Capital, LLC
N/A—171,649-171,649-100%$12.6M———
Osaic Holdings, Inc.
N/A—171,531-171,531-100%$12.6M———
Cerity Partners LLC
N/A—154,059-154,059-100%$11.3M———
Equitable Holdings, Inc.
N/A—131,899-131,899-100%$9.7M———
Warner Group LLC
N/A—129,447-129,447-100%$9.5M———
Baker Avenue Asset Management, LP
N/A—121,160-121,160-100%$8.9M———
Advisors Asset Management, Inc.
N/A—119,986-119,986-100%$8.8M———
Menlo Advisors LLC
N/A—115,872-115,872-100%$8.5M———
Northwestern Mutual Wealth Management Co
N/A—103,263-103,263-100%$7.6M———
Susquehanna International Group, LLP
N/A—95,502-95,502-100%$7.0M———
NewEdge Advisors, LLC
N/A—92,724-92,724-100%$6.8M———
Two Sigma Investments, LP
N/A—89,900-89,900-100%$6.6M———
Integrated Wealth Concepts LLC
N/A—88,656-88,656-100%$6.5M———
Seascape Capital Management
N/A—88,345-88,345-100%$6.5M———
BTG Pactual Asset Management US LLC
N/A—85,522-85,522-100%$6.3M———
CIBC Bancorp USA Inc.
N/A—79,029-79,029-100%$5.8M———
Trinity Legacy Partners, LLC
N/A—75,974-75,974-100%$5.8M———
Fortis Advisors, LLC
N/A—74,252-74,252-100%$5.5M———
MML Investors Services, LLC
N/A—71,005-71,005-100%$5.2M———
Naviter Wealth, LLC
N/A—63,402-63,402-100%$4.7M———
Leavell Investment Management, Inc.
N/A—59,072-59,072-100%$4.4M———
Proficio Capital Partners LLC
N/A—56,686-56,686-100%$4.2M———
Jones Financial Companies Lllp
N/A—55,573-55,573-100%$4.2M———
CIBC World Market Inc.
N/A—54,072-54,072-100%$4.0M———
Glassy Mountain Advisors, Inc.
N/A—52,107-52,107-100%$3.8M———
Collaborative Wealth Managment Inc.
N/A—51,863-51,863-100%$3.8M———
Bleakley Financial Group, LLC
N/A—49,800-49,800-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—49,781-49,781-100%$3.7M———
Bollard Group LLC
N/A—47,622-47,622-100%$3.5M———
WealthCare Investment Partners, LLC
N/A—46,665-46,665-100%$3.4M———
Vectors Research Management, LLC
N/A—45,477-45,477-100%$3.3M———
Stamos Capital Partners, L.P.
N/A—45,113-45,113-100%$3.3M———
Private Advisor Group, LLC
N/A—42,959-42,959-100%$3.2M———
Snowden Capital Advisors LLC
N/A—37,982-37,982-100%$2.8M———
Global Retirement Partners, LLC
N/A—34,698-34,698-100%$2.6M———
Venturi Wealth Management, LLC
N/A—32,351-32,351-100%$2.4M———
Summit Financial, LLC
N/A—31,693-31,693-100%$2.3M———
Janney Montgomery Scott LLC
N/A—31,444-31,444-100%$2.3M———
Mercer Global Advisors Inc
N/A—31,047-31,047-100%$2.3M———
Sharpepoint LLC
N/A—30,981-30,981-100%$2.3M———
Advisor Resource Council
N/A—30,556-30,556-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—29,444-29,444-100%$2.2M———
Coldstream Capital Management Inc
N/A—26,385-26,385-100%$1.9M———
Resurgent Financial Advisors LLC
N/A—23,531-23,531-100%$1.7M———
Quantum Portfolio Management LLC
N/A—23,181-23,181-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—22,631-22,631-100%$1.7M———
Seven Springs Wealth Group, LLC
N/A—21,236-21,236-100%$1.6M———
Geneos Wealth Management Inc.
N/A—21,176-21,176-100%$1.6M———
Wealthspan Partners, LLC
N/A—20,155-20,155-100%$1.5M———
Transamerica Financial Advisors, LLC
N/A—20,098-20,098-100%$1.5M———
Captrust Financial Advisors
N/A—19,742-19,742-100%$1.5M———
Arax Advisory Partners
N/A—18,210-18,210-100%$1.3M———
Sanctuary Advisors, LLC
N/A—17,481-17,481-100%$1.3M———
Envestnet Portfolio Solutions, Inc.
N/A—17,176-17,176-100%$1.3M———
Tandem Financial, LLC
N/A—16,516-16,516-100%$1.2M———
Principal Securities, Inc.
N/A—16,066-16,066-100%$1.2M———
GeoWealth Management, LLC
N/A—15,956-15,956-100%$1.2M———
HRT Financial LP
N/A—15,760-15,760-100%$1.2M———
First Manhattan Co. Llc.
N/A—15,146-15,146-100%$1.1M———
Mariner, LLC
N/A—14,935-14,935-100%$1.1M———
&partners
N/A—14,916-14,916-100%$1.1M———
Fielder Capital Group LLC
N/A—14,066-14,066-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—13,178-13,178-100%$970.7K———
Nova Wealth Management, Inc.
N/A—12,544-12,544-100%$924.0K———
Discovery Capital Management, LLC / CT
N/A—12,286-12,286-100%$905.0K———
EP Wealth Advisors, LLC
N/A—11,763-11,763-100%$866.4K———
Pasadena Private Wealth, LLC
N/A—11,392-11,392-100%$839.1K———
FMR LLC
N/A—11,070-11,070-100%$815.4K———
Stephens Inc
N/A—10,632-10,632-100%$783.2K———
Silver OAK Securities, Incorporated
N/A—10,447-10,447-100%$769.5K———
Wealthspire Advisors, LLC
N/A—9,980-9,980-100%$735.1K———
Foster & Motley Inc
N/A—9,642-9,642-100%$710.0K———
Legacy Wealth Managment, LLC
N/A—9,513-9,513-100%$700.7K———
Argent Advisors, Inc.
N/A—9,176-9,176-100%$675.9K———
Palumbo Wealth Management LLC
N/A—9,082-9,082-100%$669.0K———
Index Technologies Group LLC
N/A—8,871-8,871-100%$653.4K———
Manning & Napier Advisors LLC
N/A—8,457-8,457-100%$626.8K———
Capital Group Private Client Services, Inc.
N/A—8,324-8,324-100%$613.1K———
Fiduciary Trust Co
N/A—8,198-8,198-100%$603.8K———
Atlas Capital Advisors Inc.
N/A—7,602-7,602-100%$560.0K———
Savvy Advisors, Inc.
N/A—7,555-7,555-100%$556.5K———
Disciplined Investors, L.L.C.
N/A—6,657-6,657-100%$490.4K———
Advisory Services Network, LLC
N/A—6,423-6,423-100%$473.1K———
Quantinno Capital Management LP
N/A—6,405-6,405-100%$471.8K———
Legacy PCG, LLC
N/A—5,916-5,916-100%$435.3K———
Ancora Advisors LLCA
N/A—5,906-5,906-100%$435.0K———
Mission Hills Financial Advisory, LLC
N/A—5,838-5,838-100%$430.0K———
Betterment LLC
N/A—5,530-5,530-100%$407.0K———
Comprehensive Money Management Services LLC
N/A—5,298-5,298-100%$390.3K———
Scotia Capital Inc.
N/A—5,289-5,289-100%$389.6K———
Greenwich Wealth Management LLC
N/A—5,158-5,158-100%$380.0K———
Commerce Bank
N/A—5,061-5,061-100%$372.8K———
World Investment Advisors
N/A—5,007-5,007-100%$369.4K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,768-4,768-100%$351.2K———
Entelevest, LLC
N/A—4,505-4,505-100%$331.9K———
Pathstone Holdings, LLC
N/A—3,871-3,871-100%$285.1K———
Pinnacle Financial Partners, Inc.
N/A—3,828-3,828-100%$282.0K———
Arkadios Wealth Advisors
N/A—3,805-3,805-100%$280.3K———
Level Four Advisory Services, LLC
N/A—3,797-3,797-100%$279.7K———
Meramec Financial Planners, LLC
N/A—3,723-3,723-100%$278.4K———
Northern Trust Corp
N/A—3,636-3,636-100%$267.8K———
First National Bank of Omaha
N/A—3,565-3,565-100%$264.2K———
Mmbg Investment Advisors Co.
N/A—3,540-3,540-100%$260.8K———
Insigneo Advisory Services, LLC
N/A—3,528-3,528-100%$259.9K———
NorthRock Partners, LLC
N/A—3,495-3,495-100%$257.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,469-3,469-100%$255.0K———
Maridea Wealth Management LLC
N/A—3,357-3,357-100%$247.3K———
Fort Sheridan Advisors LLC
N/A—3,323-3,323-100%$244.8K———
Granite Bay Wealth Management, LLC
N/A—3,278-3,278-100%$241.0K———
Keel Point, LLC
N/A—3,162-3,162-100%$232.9K———
Ballentine Partners, LLC
N/A—3,144-3,144-100%$231.6K———
Beacon Pointe Advisors, LLC
N/A—2,963-2,963-100%$218.3K———
D. E. Shaw & Co., Inc.
N/A—2,960-2,960-100%$218.0K———
FWG Holdings, LLC
N/A—2,785-2,785-100%$214.8K———
Brookwood Investment Group LLC
N/A—2,765-2,765-100%$203.7K———
Clearstead Advisors, LLC
N/A—2,733-2,733-100%$201.3K———
FWL Investment Management, LLC
N/A—2,655-2,655-100%$195.6K———
IAG Wealth Partners, LLC
N/A—2,510-2,510-100%$184.9K———
BFC Planning, Inc.
N/A—2,414-2,414-100%$177.8K———
Community Bank, N.A.
N/A—1,941-1,941-100%$142.9K———
Copia Wealth Management
N/A—1,866-1,866-100%$137.5K———
AE Wealth Management LLC
N/A—1,770-1,770-100%$130.4K———
Harbour Investments, Inc.
N/A—1,756-1,756-100%$129.3K———
Allied Private Wealth LLC
N/A—1,732-1,732-100%$131.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,728-1,728-100%$127.3K———
VSM Wealth Advisory, LLC
N/A—1,509-1,509-100%$111.2K———
Luminist Capital LLC
N/A—1,427-1,427-100%$105.1K———
UBS Asset Management Americas LLC
N/A—1,380-1,380-100%$101.7K———
Field & Main Bank
N/A—1,350-1,350-100%$99.4K———
IMA Advisory Services, Inc.
N/A—1,118-1,118-100%$82.4K———
Huntington National Bank
N/A—1,100-1,100-100%$81.0K———
Institute for Wealth Management, Llc.
N/A—1,000-1,000-100%$73.7K———
Bank of Montreal
N/A—852-852-100%$62.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—782-782-100%$57.6K———
Ameritas Investment Partners, Inc.
N/A—711-711-100%$52.4K———
Continuum Advisory, LLC
N/A—650-650-100%$47.9K———
IFG Advisory, LLC
N/A—508-508-100%$37.4K———
Private Wealth Asset Management, LLC
N/A—497-497-100%$36.6K———
Purpose Unlimited Inc.
N/A—450-450-100%$33.0K———
WealthShield Partners, LLC
N/A—349-349-100%$25.7K———
Anchor Investment Management, LLC
N/A—335-335-100%$24.7K———
Allworth Financial LP
N/A—326-326-100%$24.0K———
Capital Analysts, LLC
N/A—250-250-100%$18———
Blair William & Co
N/A—232-232-100%$17.1K———
Highland Investment Advisors LLC
N/A—200-200-100%$14.7K———
Dunhill Financial, LLC
N/A—200-200-100%$14.7K———
Whittier Trust Co
N/A—199-199-100%$14.5K———
Edmond de Rothschild Holding S.A.
N/A—174-174-100%$12.8K———
Aptus Capital Advisors, LLC
N/A—141-141-100%$10.4K———
Franklin Resources Inc
N/A—114-114-100%$8.4K———
Aventura Private Wealth, LLC
N/A—109-109-100%$8.0K———
Fortis Group Advisors, LLC
N/A—96-96-100%$7.1K———
Russell Investments Group, Ltd.
N/A—68-68-100%$5.0K———
Rothschild Investment LLC
N/A—65-65-100%$4.8K———
Fiduciary Financial Advisors
N/A—55-55-100%$4.1K———
First Command Advisory Services, Inc.
N/A—50-50-100%$3.7K———
Raffa Wealth Management, LLC
N/A—48-48-100%$3.6K———
O'shaughnessy Asset Management, LLC
N/A—42-42-100%$3.1K———
Barclays PLC
N/A—33-33-100%$2.4K———
Tower Research Capital LLC (TRC)
N/A—20-20-100%$1.5K———
Showing 373 of 373 institutions