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Global X Nasd 100 COV Call (QYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Global X Japan Co., Ltd.
INCREASED
Shares17,532,287 from 16,778,083
Change+754,204 (+5%)
Value$325.2M (+$16.0M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares12,094,825 from 11,988,959
Change+105,866 (+1%)
Value$224.4M (+$3.4M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,982,889 from 983,237
Change+999,652 (+102%)
Value$36.8M (+$18.7M)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares1,319,799 from 1,406,527
Change-86,728 (-6%)
Value$24.5M (-$1.4M)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares1,223,333 from 1,224,302
Change-969 (0%)
Value$22.7M (+$128.9K)
Filed 2026-11-03
Sims Investment Management, LLC
INCREASED
Shares1,186,480 from 1,092,989
Change+93,491 (+9%)
Value$22.0M (+$1.9M)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares1,004,667 from 1,046,491
Change-41,824 (-4%)
Value$18.7M (-$539.7K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares986,203 from 906,062
Change+80,141 (+9%)
Value$18.3M (+$1.6M)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares724,236 from 701,648
Change+22,588 (+3%)
Value$13.4M (+$503.2K)
Filed 2026-11-09
SBI Securities Co., Ltd.
DECREASED
Shares666,213 from 677,187
Change-10,974 (-2%)
Value$12.4M (-$122.3K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares649,989 from 642,271
Change+7,718 (+1%)
Value$12.1M (+$220.3K)
Filed 2026-11-02
Thrive Capital Management, LLC
INCREASED
Shares522,270 from 513,689
Change+8,581 (+2%)
Value$9.7M (+$220.8K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares487,748 from 508,211
Change-20,463 (-4%)
Value$9.0M (-$318.6K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares483,537 from 513,772
Change-30,235 (-6%)
Value$9.0M (-$426.2K)
Filed 2026-11-02
Solutions 4 Wealth, Ltd
INCREASED
Shares384,483 from 344,995
Change+39,488 (+11%)
Value$7.1M (+$773.9K)
Filed 2026-11-03
Atlas Private Wealth Advisors
DECREASED
Shares358,770 from 360,005
Change-1,235 (0%)
Value$6.7M (+$20.3K)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares311,204 from 303,521
Change+7,683 (+3%)
Value$5.8M (+$178.9K)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares277,885 from 483,385
Change-205,500 (-43%)
Value$5.2M (-$3.8M)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares274,695 from 249,129
Change+25,566 (+10%)
Value$5.1M (+$504.1K)
Filed 2026-10-13
Compass Financial Services Inc
INCREASED
Shares273,565 from 222,006
Change+51,559 (+23%)
Value$5.1M (+$983.1K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares255,097 from 245,550
Change+9,547 (+4%)
Value$4.7M (+$206.6K)
Filed 2026-11-06
Wealthfront Advisers LLC
INCREASED
Shares247,713 from 227,828
Change+19,885 (+9%)
Value$4.6M (+$396.2K)
Filed 2026-11-09
Truist Financial Corp
DECREASED
Shares247,095 from 275,331
Change-28,236 (-10%)
Value$4.6M (-$490.7K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares241,417 from 234,940
Change+6,477 (+3%)
Value$4.5M (+$148.3K)
Filed 2026-10-16
Foguth Wealth Management, Llc.
DECREASED
Shares233,778 from 385,862
Change-152,084 (-39%)
Value$4.3M (-$2.5M)
Filed 2026-10-19
Daiwa Securities Group Inc.
INCREASED
Shares212,610 from 193,410
Change+19,200 (+10%)
Value$3.9M (+$379.4K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares205,736 from 195,999
Change+9,737 (+5%)
Value$3.8M (+$204.1K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares192,002 from 180,756
Change+11,246 (+6%)
Value$3.6M (+$231.0K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares185,036 from 178,804
Change+6,232 (+3%)
Value$3.4M (+$137.0K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares184,852 from 96,701
Change+88,151 (+91%)
Value$3.4M (+$1.6M)
Filed 2026-10-23
Montchanin Asset Management, LLC
INCREASED
Shares182,520 from 174,760
Change+7,760 (+4%)
Value$3.4M (+$165.0K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares181,060 from 204,179
Change-23,119 (-11%)
Value$3.4M (-$404.3K)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares174,461 from 172,862
Change+1,599 (+1%)
Value$3.3M (+$235.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares174,461 from 172,862
Change+1,599 (+1%)
Value$3.3M (+$235.7K)
Filed 2026-10-20
Redwood Financial Network Corp
DECREASED
Shares155,234 from 157,110
Change-1,876 (-1%)
Value$2.9M (-$15.9K)
Filed 2026-11-03
NWF Advisory Services Inc.
DECREASED
Shares151,854 from 152,854
Change-1,000 (-1%)
Value$2.8M (-$207)
Filed 2026-10-19
J. Team Financial, Inc.
INCREASED
Shares143,791 from 126,837
Change+16,954 (+13%)
Value$2.7M (+$329.7K)
Filed 2026-11-03
Rockport Wealth LLC
INCREASED
Shares143,093 from 142,721
Change+372 (+0%)
Value$2.7M (+$24.0K)
Filed 2026-11-03
RDA Financial Network
UNCHANGED
Shares141,212 from 141,212
Change0 (0%)
Value$2.6M (+$16.9K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED
Shares140,607 from 156,652
Change-16,045 (-10%)
Value$2.6M (-$278.8K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED
Shares131,626 from 128,483
Change+3,143 (+2%)
Value$2.4M (+$73.7K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares125,495 from 77,060
Change+48,435 (+63%)
Value$2.3M (+$907.7K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares122,917 from 116,978
Change+5,939 (+5%)
Value$2.3M (+$124.2K)
Filed 2026-10-23
Roman Butler Fullerton & Co
INCREASED
Shares122,890 from 95,676
Change+27,214 (+28%)
Value$2.2M (+$511.2K)
Filed 2026-10-27
Vicus Capital
INCREASED
Shares116,716 from 113,311
Change+3,405 (+3%)
Value$2.2M (+$76.8K)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
DECREASED
Shares112,442 from 112,498
Change-56 (0%)
Value$2.1M (+$12.4K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
DECREASED
Shares110,437 from 110,971
Change-534 (0%)
Value$2.0M (+$3.4K)
Filed 2026-11-06
Independent Wealth Network Inc.
INCREASED
Shares108,154 from 107,004
Change+1,150 (+1%)
Value$2.0M (+$34.2K)
Filed 2026-10-19
HBW Advisory Services LLC
DECREASED
Shares100,451 from 175,329
Change-74,878 (-43%)
Value$1.9M (-$1.4M)
Filed 2026-10-15
Anchor Capital Management Group Inc
UNCHANGED
Shares99,500 from 99,500
Change0 (0%)
Value$1.8M (+$11.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares95,018 from 64,436
Change+30,582 (+47%)
Value$1.8M (+$583.5K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares94,543 from 85,748
Change+8,795 (+10%)
Value$1.8M (+$173.4K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares94,133 from 73,597
Change+20,536 (+28%)
Value$1.7M (+$327.7K)
Filed 2026-11-04
PMG Family Office LLC
INCREASED
Shares86,416 from 85,370
Change+1,046 (+1%)
Value$1.6M (+$29.6K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares85,802 from 70,354
Change+15,448 (+22%)
Value$1.6M (+$295.0K)
Filed 2026-10-26
Ulland Investment Advisors, LLC
INCREASED
Shares85,466 from 83,527
Change+1,939 (+2%)
Value$1.6M (+$1.6M)
Filed 2026-10-13
Register Financial Advisors LLC
INCREASED
Shares82,225 from 81,225
Change+1,000 (+1%)
Value$1.5M (+$28.3K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED
Shares78,894 from 74,475
Change+4,419 (+6%)
Value$1.5M (+$90.9K)
Filed 2026-10-19
APS Management Group, Inc.
DECREASED
Shares77,177 from 104,167
Change-26,990 (-26%)
Value$1.4M (-$488.2K)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares76,914 from 67,139
Change+9,775 (+15%)
Value$1.4M (+$189.4K)
Filed 2026-10-21
Great Valley Advisor Group, Inc.
INCREASED
Shares75,772 from 34,303
Change+41,469 (+121%)
Value$1.4M (+$773.4K)
Filed 2026-11-09
BKM Wealth Management, LLC
INCREASED
Shares74,738 from 68,234
Change+6,504 (+10%)
Value$1.4M (+$128.8K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
DECREASED
Shares73,179 from 75,649
Change-2,470 (-3%)
Value$1.4M (-$41.0K)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares72,363 from 66,637
Change+5,726 (+9%)
Value$1.3M (+$114.2K)
Filed 2026-11-09
HF Advisory Group, LLC
INCREASED
Shares71,232 from 69,146
Change+2,086 (+3%)
Value$1.3M (+$47.0K)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares69,729 from 70,738
Change-1,009 (-1%)
Value$1.3M (-$10.2K)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares69,694 from 62,544
Change+7,150 (+11%)
Value$1.3M (+$140.1K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares67,980 from 67,897
Change+83 (+0%)
Value$1.3M (+$9.7K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares64,464
Change+64,464
Value$1.2M
Filed 2026-10-28
Soltis Investment Advisors LLC
NEW
Shares63,928
Change+63,928
Value$1.2M
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares63,352 from 67,344
Change-3,992 (-6%)
Value$1.2M (-$66.0K)
Filed 2026-11-05
Curtis Advisory Group, LLC
UNCHANGED
Shares59,629 from 59,629
Change0 (0%)
Value$1.1M (+$7.2K)
Filed 2026-10-28
Bensler, LLC
DECREASED
Shares58,810 from 60,315
Change-1,505 (-2%)
Value$1.1M (-$20.7K)
Filed 2026-11-05
Wealth Effects LLC
DECREASED
Shares58,356 from 58,979
Change-623 (-1%)
Value$1.1M (-$4.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares58,106 from 54,458
Change+3,648 (+7%)
Value$1.1M (+$74.2K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares57,783 from 57,082
Change+701 (+1%)
Value$1.1M (+$47.9K)
Filed 2026-10-08
Tlwm
DECREASED
Shares57,399 from 59,053
Change-1,654 (-3%)
Value$1.1M (-$23.6K)
Filed 2026-10-09
Mission Financial Group, LLC
DECREASED
Shares56,482 from 62,366
Change-5,884 (-9%)
Value$1.0M (-$101.7K)
Filed 2026-10-21
Benchmark Financial, LLC
INCREASED
Shares55,600 from 52,600
Change+3,000 (+6%)
Value$1.0M (+$62.0K)
Filed 2026-10-16
Baker Avenue Asset Management, LP
INCREASED
Shares54,794 from 49,214
Change+5,580 (+11%)
Value$1.0M (+$109.4K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares54,313 from 56,782
Change-2,469 (-4%)
Value$1.0M (-$39.0K)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares53,645 from 52,025
Change+1,620 (+3%)
Value$995.1K (+$36.3K)
Filed 2026-10-20
Barnes Wealth Management Group, Inc
DECREASED
Shares51,123 from 51,364
Change-241 (0%)
Value$948.3K (+$1.7K)
Filed 2026-11-09
Tortuga Wealth Management, Inc
INCREASED
Shares50,454 from 49,674
Change+780 (+2%)
Value$936.0K (+$20.5K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
DECREASED
Shares50,443 from 53,336
Change-2,893 (-5%)
Value$935.7K (-$47.3K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares50,219 from 52,695
Change-2,476 (-5%)
Value$931.6K (-$39.6K)
Filed 2026-10-13
XML Financial, LLC
INCREASED
Shares49,834 from 39,249
Change+10,585 (+27%)
Value$924.4K (+$201.1K)
Filed 2026-10-29
Belpointe Asset Management LLC
DECREASED
Shares49,251 from 197,360
Change-148,109 (-75%)
Value$913.6K (-$2.7M)
Filed 2026-11-09
World Equity Group, Inc.
INCREASED
Shares48,438 from 41,484
Change+6,954 (+17%)
Value$898.5K (+$134.0K)
Filed 2026-10-14
Turner Financial Group, Inc.
INCREASED
Shares46,904 from 40,498
Change+6,406 (+16%)
Value$870.1K (+$123.7K)
Filed 2026-11-09
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares46,790 from 44,520
Change+2,270 (+5%)
Value$867.9K (+$47.4K)
Filed 2026-10-14
Beam Wealth Advisors, Inc.
INCREASED
Shares46,702 from 46,314
Change+388 (+1%)
Value$866.3K (+$12.8K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares45,584 from 48,369
Change-2,785 (-6%)
Value$845.6K (-$44.6K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares43,163 from 39,316
Change+3,847 (+10%)
Value$800.7K (+$76.1K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares42,866 from 33,560
Change+9,306 (+28%)
Value$795.2K (+$219.6K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares41,609 from 31,623
Change+9,986 (+32%)
Value$752.7K (+$194.9K)
Filed 2026-10-27
FSA Investment Group, LLC
NEW
Shares41,037
Change+41,037
Value$761.2K
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares41,000
Change+41,000
Value$760.6K
Filed 2026-11-03
Garner Asset Management Corp
DECREASED
Shares40,312 from 41,019
Change-707 (-2%)
Value$735.3K (-$20.7K)
Filed 2026-10-30
Western Wealth Management, LLC
DECREASED
Shares38,813 from 40,697
Change-1,884 (-5%)
Value$720.0K (-$30.1K)
Filed 2026-11-09
Howard Wealth Management, LLC
INCREASED
Shares38,600 from 37,708
Change+892 (+2%)
Value$716.0K (+$21.1K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares38,494 from 24,489
Change+14,005 (+57%)
Value$714.1K (+$262.7K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
INCREASED
Shares38,461 from 35,274
Change+3,187 (+9%)
Value$713.5K (+$63.4K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares38,372 from 37,815
Change+557 (+1%)
Value$711.8K (+$27.6K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares36,963 from 35,684
Change+1,279 (+4%)
Value$685.7K (+$28.0K)
Filed 2026-10-16
Verus Capital Partners, LLC
DECREASED
Shares36,548 from 37,367
Change-819 (-2%)
Value$678.0K (-$10.7K)
Filed 2026-11-03
Ibex Wealth Advisors
INCREASED
Shares35,509 from 34,961
Change+548 (+2%)
Value$658.7K (+$14.4K)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
DECREASED
Shares35,361 from 37,998
Change-2,637 (-7%)
Value$655.9K (-$20.4K)
Filed 2026-10-29
IMG Wealth Management, Inc.
DECREASED
Shares33,840 from 34,535
Change-695 (-2%)
Value$627.7K (-$8.8K)
Filed 2026-10-27
Integrity Alliance, Llc.
NEW
Shares33,559
Change+33,559
Value$622.5K
Filed 2026-10-29
City Center Advisors, LLC
INCREASED
Shares33,349 from 32,146
Change+1,203 (+4%)
Value$618.6K (+$26.2K)
Filed 2026-10-08
Moors & Cabot, Inc.
INCREASED
Shares33,297 from 33,257
Change+40 (+0%)
Value$617.7K (+$4.7K)
Filed 2026-11-06
Bank of New York Mellon Corp
UNCHANGED
Shares32,955 from 32,955
Change0 (0%)
Value$611.3K (+$4.0K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares32,542 from 31,735
Change+807 (+3%)
Value$603.7K (+$18.8K)
Filed 2026-10-28
Essential Investment Partners LLC
NEW
Shares30,954
Change+30,954
Value$574.2K
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares29,421 from 29,503
Change-82 (0%)
Value$545.8K (+$2.0K)
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares29,253 from 28,730
Change+523 (+2%)
Value$542.7K (+$13.2K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
DECREASED
Shares29,196 from 29,211
Change-15 (0%)
Value$545.4K (+$10.7K)
Filed 2026-10-09
Collaborative Wealth Managment Inc.
DECREASED
Shares27,779 from 34,270
Change-6,491 (-19%)
Value$515.3K (-$116.3K)
Filed 2026-11-06
IFG Advisory, LLC
DECREASED
Shares27,138 from 28,584
Change-1,446 (-5%)
Value$503.4K (-$23.4K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares26,632 from 28,856
Change-2,224 (-8%)
Value$494.0K (-$37.8K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares26,232 from 26,274
Change-42 (0%)
Value$486.6K (+$7.4K)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$463.7K (+$3.0K)
Filed 2026-10-29
Mcdonald Partners LLC
UNCHANGED
Shares24,500 from 24,500
Change0 (0%)
Value$454.5K (+$2.9K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,486 from 23,786
Change+700 (+3%)
Value$454.2K (+$15.8K)
Filed 2026-10-13
Elevatus Welath Management
INCREASED
Shares24,142 from 23,603
Change+539 (+2%)
Value$447.8K (+$12.8K)
Filed 2026-10-19
KW Wealth Management LLC
NEW
Shares23,820
Change+23,820
Value$441.9K
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
INCREASED
Shares23,605 from 20,457
Change+3,148 (+15%)
Value$437.9K (+$60.8K)
Filed 2026-10-14
Pacific Park Financial, Inc.
DECREASED
Shares23,100 from 25,360
Change-2,260 (-9%)
Value$428.5K (-$38.9K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares22,670 from 21,685
Change+985 (+5%)
Value$420.5K (+$20.9K)
Filed 2026-10-08
Palacios Wealth Management, LLC
UNCHANGED
Shares22,045 from 22,045
Change0 (0%)
Value$408.9K (+$2.6K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares21,842 from 22,174
Change-332 (-1%)
Value$405.2K (-$3.5K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares21,827 from 21,206
Change+621 (+3%)
Value$404.9K (+$14.0K)
Filed 2026-10-26
Meadowbrook Wealth Management, LLC
DECREASED
Shares21,700 from 22,100
Change-400 (-2%)
Value$402.5K (-$2.0K)
Filed 2026-10-08
Lido Advisors, LLC
DECREASED
Shares21,578 from 46,974
Change-25,396 (-54%)
Value$400.3K (-$465.5K)
Filed 2026-11-04
TopTier Wealth Management, LLC
INCREASED
Shares20,489 from 19,947
Change+542 (+3%)
Value$380.1K (+$12.5K)
Filed 2026-10-16
Vanguard Capital Wealth Advisors
INCREASED
Shares20,306 from 20,268
Change+38 (+0%)
Value$376.7K (+$3.1K)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED
Shares20,006 from 15,006
Change+5,000 (+33%)
Value$371.1K (+$94.6K)
Filed 2026-10-05
Arete Wealth Advisors, LLC
INCREASED
Shares20,005 from 18,898
Change+1,107 (+6%)
Value$371.1K (+$22.9K)
Filed 2026-11-09
Elco Management Co., LLC
DECREASED
Shares19,600 from 21,000
Change-1,400 (-7%)
Value$363.6K (-$23.5K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares19,489 from 19,683
Change-194 (-1%)
Value$361.5K (-$1.2K)
Filed 2026-10-16
Bay Capital Advisors, LLC
UNCHANGED
Shares19,167 from 19,167
Change0 (0%)
Value$355.6K (+$2.3K)
Filed 2026-10-16
Milestone Asset Management, LLC
DECREASED
Shares18,925 from 27,684
Change-8,759 (-32%)
Value$351.1K (-$159.2K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares18,650 from 16,932
Change+1,718 (+10%)
Value$343.7K (+$31.7K)
Filed 2026-11-06
Sovran Advisors, LLC
DECREASED
Shares18,423 from 26,356
Change-7,933 (-30%)
Value$337.9K (-$116.0K)
Filed 2026-11-02
1834 Investment Advisors Co
NEW
Shares18,411
Change+18,411
Value$341.5K
Filed 2026-10-16
Traynor Capital Management, Inc.
INCREASED
Shares18,367 from 13,551
Change+4,816 (+36%)
Value$340.7K (+$91.0K)
Filed 2026-10-29
Salem Investment Counselors Inc
INCREASED
Shares18,275 from 17,075
Change+1,200 (+7%)
Value$339.0K (+$24.3K)
Filed 2026-10-13
Ignite Planners, LLC
INCREASED
Shares18,222 from 17,963
Change+259 (+1%)
Value$338.0K (+$7.0K)
Filed 2026-10-14
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares18,151 from 18,151
Change0 (0%)
Value$336.7K (+$2.2K)
Filed 2026-10-28
Vontobel Holding Ltd.
DECREASED
Shares18,121 from 20,480
Change-2,359 (-12%)
Value$336.1K (-$41.3K)
Filed 2026-10-16
Atticus Wealth Management, LLC
DECREASED
Shares17,850 from 18,767
Change-917 (-5%)
Value$331.1K (-$14.8K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares17,758 from 15,420
Change+2,338 (+15%)
Value$329.4K (+$45.2K)
Filed 2026-10-20
Channel Wealth LLC
DECREASED
Shares17,618 from 18,859
Change-1,241 (-7%)
Value$326.8K (-$20.8K)
Filed 2026-11-06
United Advisor Group, LLC
INCREASED
Shares17,425 from 16,763
Change+662 (+4%)
Value$323.2K (+$14.3K)
Filed 2026-11-03
Intrua Financial, LLC
INCREASED
Shares17,246 from 17,126
Change+120 (+1%)
Value$319.9K (+$4.3K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares17,185 from 17,174
Change+11 (+0%)
Value$318.8K (+$2.3K)
Filed 2026-10-13
ETF Store, Inc.
INCREASED
Shares16,770 from 16,404
Change+366 (+2%)
Value$311.1K (+$8.8K)
Filed 2026-10-19
Retirement Guys Formula LLC
UNCHANGED
Shares16,583 from 16,583
Change0 (0%)
Value$307.6K (+$2.0K)
Filed 2026-10-26
Encompass More Asset Management
INCREASED
Shares16,376 from 16,189
Change+187 (+1%)
Value$303.8K (+$5.4K)
Filed 2026-10-16
Herold Advisors, Inc.
INCREASED
Shares16,368 from 12,016
Change+4,352 (+36%)
Value$303.6K (+$82.6K)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
INCREASED
Shares16,275 from 16,274
Change+1 (+0%)
Value$301.9K (+$2.0K)
Filed 2026-10-21
First Citizens Bank & Trust Co
DECREASED
Shares16,146 from 16,565
Change-419 (-3%)
Value$299.5K (-$5.8K)
Filed 2026-10-14
Accel Wealth Management
INCREASED
Shares16,086 from 16,066
Change+20 (+0%)
Value$298.4K (+$2.3K)
Filed 2026-10-13
Patten Group, Inc.
INCREASED
Shares15,718 from 14,757
Change+961 (+7%)
Value$291.6K (+$19.6K)
Filed 2026-10-26
MMA Asset Management LLC
INCREASED
Shares15,613 from 15,445
Change+168 (+1%)
Value$289.6K (+$5.0K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares15,523 from 12,341
Change+3,182 (+26%)
Value$288.0K (+$60.5K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares15,520 from 20,928
Change-5,408 (-26%)
Value$287.9K (-$97.8K)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
DECREASED
Shares15,344 from 17,215
Change-1,871 (-11%)
Value$284.6K (-$32.6K)
Filed 2026-11-03
BNB Wealth Management, LLC
UNCHANGED
Shares15,220 from 15,220
Change0 (0%)
Value$282.3K (+$1.8K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares14,990 from 10,093
Change+4,897 (+49%)
Value$278.1K (+$92.1K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares14,958 from 14,747
Change+211 (+1%)
Value$277.5K (+$5.7K)
Filed 2026-10-23
Weaver Consulting Group
DECREASED
Shares14,868 from 16,053
Change-1,185 (-7%)
Value$275.8K (-$20.1K)
Filed 2026-10-07
Avior Wealth Management, LLC
UNCHANGED
Shares14,501 from 14,501
Change0 (0%)
Value$269.0K (+$1.7K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares14,450 from 13,653
Change+797 (+6%)
Value$269.6K (+$18.0K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares14,028 from 13,028
Change+1,000 (+8%)
Value$260.2K (+$20.1K)
Filed 2026-10-29
Columbia Advisory Partners LLC
INCREASED
Shares13,910 from 12,255
Change+1,655 (+14%)
Value$258.0K (+$32.2K)
Filed 2026-10-15
Evexia Wealth LLC
INCREASED
Shares13,586 from 13,074
Change+512 (+4%)
Value$247.8K (+$13.7K)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares13,397 from 13,420
Change-23 (0%)
Value$248.5K (+$1.2K)
Filed 2026-11-05
Markowski Investments
DECREASED
Shares13,259 from 15,212
Change-1,953 (-13%)
Value$245.9K (-$34.4K)
Filed 2026-10-30
Private Client Services, LLC
INCREASED
Shares13,066 from 12,876
Change+190 (+1%)
Value$242.4K (+$5.1K)
Filed 2026-10-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$237.7K (+$3.5K)
Filed 2026-10-16
Sage Capital Management, LLC
INCREASED
Shares12,741 from 12,597
Change+144 (+1%)
Value$236.4K (+$4.2K)
Filed 2026-10-20
Prevail Innovative Wealth Advisors, LLC
UNCHANGED
Shares12,688 from 12,688
Change0 (0%)
Value$237.0K (+$3.2K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares12,593 from 11,756
Change+837 (+7%)
Value$233.6K (+$16.9K)
Filed 2026-10-16
Fullerton Advisors, LLC
INCREASED
Shares12,590 from 12,361
Change+229 (+2%)
Value$233.5K (+$5.7K)
Filed 2026-10-14
Realta Investment Advisors
INCREASED
Shares12,587 from 11,920
Change+667 (+6%)
Value$233.5K (+$13.8K)
Filed 2026-10-14
Advisor OS, LLC
NEW
Shares12,425
Change+12,425
Value$230.5K
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares12,416 from 12,385
Change+31 (+0%)
Value$230.3K (+$2.1K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares12,292 from 11,021
Change+1,271 (+12%)
Value$228.0K (+$24.9K)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares11,957 from 12,997
Change-1,040 (-8%)
Value$221.8K (-$17.7K)
Filed 2026-11-09
AlphaCore Capital LLC
INCREASED
Shares11,945 from 7,288
Change+4,657 (+64%)
Value$221.6K (+$87.3K)
Filed 2026-11-04
ADE, LLC
INCREASED
Shares11,248 from 10,921
Change+327 (+3%)
Value$208.6K (+$7.4K)
Filed 2026-10-29
Great Waters Wealth Management
DECREASED
Shares11,233 from 11,734
Change-501 (-4%)
Value$208.4K (-$7.9K)
Filed 2026-10-07
Annex Advisory Services, LLC
UNCHANGED
Shares10,928 from 10,928
Change0 (0%)
Value$202.7K (+$1.3K)
Filed 2026-10-16
HighPoint Advisor Group LLC
INCREASED
Shares10,874 from 10,865
Change+9 (+0%)
Value$201.7K (+$1.5K)
Filed 2026-11-09
Accurate Wealth Management, LLC
INCREASED
Shares10,795 from 10,064
Change+731 (+7%)
Value$201.7K (+$16.2K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares10,619 from 11,221
Change-602 (-5%)
Value$197.0K (-$9.8K)
Filed 2026-10-21
RMR Wealth Builders
NEW
Shares10,446
Change+10,446
Value$193.8K
Filed 2026-10-22
Norden Group LLC
DECREASED
Shares10,314 from 10,379
Change-65 (-1%)
Value$191.3K (+$29)
Filed 2026-10-20
Infinity Wealth Counsel, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$185.5K (+$1.2K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED
Shares9,535 from 9,535
Change0 (0%)
Value$176.9K (+$1.1K)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares8,639
Change+8,639
Value$160.3K
Filed 2026-11-05
First Community Trust NA
UNCHANGED
Shares8,251 from 8,251
Change0 (0%)
Value$153.1K (+$990)
Filed 2026-10-07
CoreCap Advisors, LLC
INCREASED
Shares8,198 from 5,478
Change+2,720 (+50%)
Value$152.1K (+$51.1K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares7,807 from 7,728
Change+79 (+1%)
Value$144.8K (+$2.4K)
Filed 2026-10-05
Larson Financial Group LLC
DECREASED
Shares7,757 from 17,943
Change-10,186 (-57%)
Value$143.9K (-$186.8K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares6,926 from 4,150
Change+2,776 (+67%)
Value$128.5K (+$52.0K)
Filed 2026-10-09
Evolution Wealth Management Inc.
UNCHANGED
Shares6,564 from 6,564
Change0 (0%)
Value$121.8K (+$787)
Filed 2026-10-28
Biltmore Family Office, LLC
INCREASED
Shares6,189 from 6,014
Change+175 (+3%)
Value$114.8K (+$4.0K)
Filed 2026-11-03
Geneos Wealth Management Inc.
INCREASED
Shares5,450 from 1,200
Change+4,250 (+354%)
Value$101.1K (+$79.0K)
Filed 2026-11-09
Clark Wealth Partners
UNCHANGED
Shares4,373 from 4,373
Change0 (0%)
Value$81.1K (+$525)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares4,106 from 5,683
Change-1,577 (-28%)
Value$76.2K (-$28.6K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED
Shares3,895 from 3,825
Change+70 (+2%)
Value$72.3K (+$1.7K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares3,753 from 1,000
Change+2,753 (+275%)
Value$69.6K (+$51.2K)
Filed 2026-11-05
Darwin Wealth Management, LLC
UNCHANGED
Shares3,253 from 3,253
Change0 (0%)
Value$60.4K (+$391)
Filed 2026-11-09
Investors Research Corp
UNCHANGED
Shares3,204 from 3,204
Change0 (0%)
Value$59.4K (+$384)
Filed 2026-10-07
Collier Financial
DECREASED
Shares3,031 from 5,809
Change-2,778 (-48%)
Value$56.2K (-$50.8K)
Filed 2026-11-06
Strategic Advocates LLC
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$55.8K (+$362)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares3,000 from 7,946
Change-4,946 (-62%)
Value$55.7K (-$90.8K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$50.5K (+$327)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares2,403 from 2,743
Change-340 (-12%)
Value$44.6K (-$6.0K)
Filed 2026-10-30
Armor Investment Advisors, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$44.5K (+$288)
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$41.7K (+$270)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$38.0K (+$246)
Filed 2026-10-20
Golden State Wealth Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$29.7K (+$192)
Filed 2026-11-02
Dogwood Wealth Management LLC
INCREASED
Shares1,339 from 1,300
Change+39 (+3%)
Value$24.8K (+$877)
Filed 2026-11-09
Chung Wu Investment Group, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$21.3K (+$138)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares806
Change+806
Value$15.0K
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares795 from 1,380
Change-585 (-42%)
Value$14.7K (-$10.7K)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares770
Change+770
Value$14.3K
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares698 from 691
Change+7 (+1%)
Value$12.9K (+$205)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares685
Change+685
Value$12.7K
Filed 2026-10-09
Gables Capital Management Inc.
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$12.2K (+$78)
Filed 2026-11-04
Signature Equity Partners, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$9.8K (+$64)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$9.7K (+$63)
Filed 2026-10-05
Parallel Advisors, LLC
INCREASED
Shares480 from 465
Change+15 (+3%)
Value$8.9K (+$315)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$8.6K (+$56)
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares463 from 450
Change+13 (+3%)
Value$8.6K (+$304)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares400
Change+400
Value$7.4K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares301
Change+301
Value$5.6K
Filed 2026-10-21
United Community Bank
NEW
Shares296
Change+296
Value$5.5K
Filed 2026-10-28
High Point Wealth Management, LLC
NEW
Shares285
Change+285
Value$5.3K
Filed 2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$4.6K (+$30)
Filed 2026-11-06
Aspect Partners, LLC
INCREASED
Shares248 from 241
Change+7 (+3%)
Value$4.6K (+$163)
Filed 2026-10-20
Reyes Financial Architecture, Inc.
NEW
Shares229
Change+229
Value$4.2K
Filed 2026-10-22
Reap Financial Group, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$3.9K (+$26)
Filed 2026-11-02
Axiom Investment Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.7K (+$24)
Filed 2026-11-03
Godsey & Gibb, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.7K (+$24)
Filed 2026-10-14
Signaturefd, LLC
NEW
Shares108
Change+108
Value$2.0K
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$1.4K (+$9)
Filed 2026-11-04
Central Trust Co
NEW
Shares71
Change+71
Value$1.3K
Filed 2026-11-05
Costello Asset Management, Inc
INCREASED
Shares66 from 64
Change+2 (+3%)
Value$1.2K (+$43)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.1K (+$7)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$984 (+$7)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares39
Change+39
Value$727
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$371 (+$2)
Filed 2026-10-29
Rothwell Investment Advisors, LLC
NEW
Shares5
Change+5
Value$92
Filed 2026-11-06
Atwood & Palmer Inc
NEW
Shares1
Change+1
Value$17
Filed 2026-10-08
SouthState Bank Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 ($0)
Filed 2026-11-09
Imc-Chicago, LLC
CLOSED
Shares0 from 672,107
Change-672,107 (-100%)
Value$0 (-$12.4M)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 204,438
Change-204,438 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 76,237
Change-76,237 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Unique Wealth, LLC
CLOSED
Shares0 from 43,046
Change-43,046 (-100%)
Value$0 (-$793.3K)
Filed 2026-10-16
MBL Wealth, LLC
CLOSED
Shares0 from 23,567
Change-23,567 (-100%)
Value$0 (-$434.3K)
Filed 2026-10-22
Carlson Financial, Inc.
CLOSED
Shares0 from 22,429
Change-22,429 (-100%)
Value$0 (-$413.4K)
Filed 2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 18,411
Change-18,411 (-100%)
Value$0 (-$339.3K)
Filed 2026-10-15
Thrivent Financial for Lutherans
CLOSED
Shares0 from 17,143
Change-17,143 (-100%)
Value$0 (-$316.0K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 15,975
Change-15,975 (-100%)
Value$0 (-$294.4K)
Filed 2026-11-04
Cypress Financial Planning LLC
CLOSED
Shares0 from 11,312
Change-11,312 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-09
Green Ridge Wealth Planning LLC
CLOSED
Shares0 from 10,071
Change-10,071 (-100%)
Value$0 (-$185.6K)
Filed 2026-10-08
Tucker Asset Management LLC
CLOSED
Shares0 from 5,809
Change-5,809 (-100%)
Value$0 (-$107.1K)
Filed 2026-10-29
Quaker Wealth Management, LLC
CLOSED
Shares0 from 2,228
Change-2,228 (-100%)
Value$0 (-$41.1K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,513
Change-1,513 (-100%)
Value$0 (-$27.9K)
Filed 2026-10-14
Russell Investments Group, Ltd.
CLOSED
Shares0 from 899
Change-899 (-100%)
Value$0 (-$16.6K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-21
Decker Retirement Planning Inc.
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-19
Concord Wealth Partners
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-20
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 11,101,876
Change-11,101,876 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,826,913
Change-4,826,913 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,954,058
Change-3,954,058 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,945,132
Change-2,945,132 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,797,506
Change-2,797,506 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,323,840
Change-2,323,840 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,196,192
Change-2,196,192 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,624,281
Change-1,624,281 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,590,654
Change-1,590,654 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,494,112
Change-1,494,112 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,286,623
Change-1,286,623 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,040,560
Change-1,040,560 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 807,654
Change-807,654 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 740,968
Change-740,968 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 674,870
Change-674,870 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 658,288
Change-658,288 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 548,331
Change-548,331 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 530,202
Change-530,202 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 505,731
Change-505,731 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 441,065
Change-441,065 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 439,688
Change-439,688 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 405,857
Change-405,857 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 388,906
Change-388,906 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 370,318
Change-370,318 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 367,192
Change-367,192 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 329,707
Change-329,707 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 328,168
Change-328,168 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 313,714
Change-313,714 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 290,536
Change-290,536 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 275,764
Change-275,764 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 263,269
Change-263,269 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 258,195
Change-258,195 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 240,892
Change-240,892 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 235,830
Change-235,830 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 232,950
Change-232,950 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 219,085
Change-219,085 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 194,683
Change-194,683 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 183,887
Change-183,887 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 156,235
Change-156,235 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 152,902
Change-152,902 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 146,942
Change-146,942 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 143,872
Change-143,872 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 140,410
Change-140,410 (-100%)
Value—
&partners
N/A
Shares— from 137,338
Change-137,338 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 134,018
Change-134,018 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 130,189
Change-130,189 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 120,046
Change-120,046 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 118,979
Change-118,979 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 116,900
Change-116,900 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 115,007
Change-115,007 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 113,214
Change-113,214 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 109,913
Change-109,913 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 108,187
Change-108,187 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 102,732
Change-102,732 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 98,785
Change-98,785 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 98,602
Change-98,602 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 90,162
Change-90,162 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 88,457
Change-88,457 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 86,646
Change-86,646 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 86,131
Change-86,131 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 83,624
Change-83,624 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 83,570
Change-83,570 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 83,425
Change-83,425 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 82,725
Change-82,725 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 78,975
Change-78,975 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 78,712
Change-78,712 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 77,445
Change-77,445 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 75,104
Change-75,104 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 70,294
Change-70,294 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 64,767
Change-64,767 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 62,380
Change-62,380 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 62,034
Change-62,034 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 57,970
Change-57,970 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 57,192
Change-57,192 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 56,004
Change-56,004 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 54,081
Change-54,081 (-100%)
Value—
Blair William & Co
N/A
Shares— from 50,629
Change-50,629 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 47,811
Change-47,811 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 47,565
Change-47,565 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 46,842
Change-46,842 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 44,644
Change-44,644 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 44,125
Change-44,125 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 43,745
Change-43,745 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,151
Change-43,151 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 41,911
Change-41,911 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 38,307
Change-38,307 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 36,007
Change-36,007 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 34,922
Change-34,922 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 33,471
Change-33,471 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 33,160
Change-33,160 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 33,009
Change-33,009 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 32,140
Change-32,140 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 31,788
Change-31,788 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 31,256
Change-31,256 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 29,639
Change-29,639 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 29,586
Change-29,586 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 29,567
Change-29,567 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 29,178
Change-29,178 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 28,856
Change-28,856 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 28,440
Change-28,440 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 28,350
Change-28,350 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 28,335
Change-28,335 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,831
Change-26,831 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 26,552
Change-26,552 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 24,415
Change-24,415 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 23,604
Change-23,604 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 23,478
Change-23,478 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 22,808
Change-22,808 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,695
Change-22,695 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 22,492
Change-22,492 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 22,385
Change-22,385 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 22,004
Change-22,004 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,779
Change-20,779 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 20,488
Change-20,488 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 19,989
Change-19,989 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 19,776
Change-19,776 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 19,703
Change-19,703 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,997
Change-18,997 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 16,833
Change-16,833 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 16,253
Change-16,253 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 16,114
Change-16,114 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 15,766
Change-15,766 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,709
Change-15,709 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,260
Change-14,260 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,773
Change-12,773 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,264
Change-12,264 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 12,141
Change-12,141 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,870
Change-11,870 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 151
Change-151 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 43
Change-43 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Global X Japan Co., Ltd.
INCREASED17,532,28716,778,083+754,204+5%$309.2M$325.2M+$16.0M2026-10-21
LPL Financial LLC
INCREASED12,094,82511,988,959+105,866+1%$221.0M$224.4M+$3.4M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED1,982,889983,237+999,652+102%$18.1M$36.8M+$18.7M2026-11-02
Brookstone Capital Management
DECREASED1,319,7991,406,527-86,728-6%$25.9M$24.5M-$1.4M2026-10-22
HUB Investment Partners, LLC
DECREASED1,223,3331,224,302-9690%$22.6M$22.7M+$128.9K2026-11-03
Sims Investment Management, LLC
INCREASED1,186,4801,092,989+93,491+9%$20.1M$22.0M+$1.9M2026-10-13
Sound Income Strategies, LLC
DECREASED1,004,6671,046,491-41,824-4%$19.3M$18.7M-$539.7K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED986,203906,062+80,141+9%$16.7M$18.3M+$1.6M2026-11-05
Harbour Investments, Inc.
INCREASED724,236701,648+22,588+3%$12.9M$13.4M+$503.2K2026-11-09
SBI Securities Co., Ltd.
DECREASED666,213677,187-10,974-2%$12.5M$12.4M-$122.3K2026-10-22
Commonwealth Equity Services, LLC
INCREASED649,989642,271+7,718+1%$11.8M$12.1M+$220.3K2026-11-02
Thrive Capital Management, LLC
INCREASED522,270513,689+8,581+2%$9.5M$9.7M+$220.8K2026-10-28
Kestra Advisory Services, LLC
DECREASED487,748508,211-20,463-4%$9.4M$9.0M-$318.6K2026-11-02
International Assets Investment Management, LLC
DECREASED483,537513,772-30,235-6%$9.4M$9.0M-$426.2K2026-11-02
Solutions 4 Wealth, Ltd
INCREASED384,483344,995+39,488+11%$6.4M$7.1M+$773.9K2026-11-03
Atlas Private Wealth Advisors
DECREASED358,770360,005-1,2350%$6.6M$6.7M+$20.3K2026-10-23
Nfsg Corp
INCREASED311,204303,521+7,683+3%$5.6M$5.8M+$178.9K2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED277,885483,385-205,500-43%$8.9M$5.2M-$3.8M2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED274,695249,129+25,566+10%$4.6M$5.1M+$504.1K2026-10-13
Compass Financial Services Inc
INCREASED273,565222,006+51,559+23%$4.1M$5.1M+$983.1K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED255,097245,550+9,547+4%$4.5M$4.7M+$206.6K2026-11-06
Wealthfront Advisers LLC
INCREASED247,713227,828+19,885+9%$4.2M$4.6M+$396.2K2026-11-09
Truist Financial Corp
DECREASED247,095275,331-28,236-10%$5.1M$4.6M-$490.7K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED241,417234,940+6,477+3%$4.3M$4.5M+$148.3K2026-10-16
Foguth Wealth Management, Llc.
DECREASED233,778385,862-152,084-39%$6.8M$4.3M-$2.5M2026-10-19
Daiwa Securities Group Inc.
INCREASED212,610193,410+19,200+10%$3.6M$3.9M+$379.4K2026-10-29
Creative Planning
INCREASED205,736195,999+9,737+5%$3.6M$3.8M+$204.1K2026-11-02
Wedbush Securities Inc
INCREASED192,002180,756+11,246+6%$3.3M$3.6M+$231.0K2026-10-22
Level Four Advisory Services, LLC
INCREASED185,036178,804+6,232+3%$3.3M$3.4M+$137.0K2026-11-06
Simplicity Wealth,LLC
INCREASED184,85296,701+88,151+91%$1.8M$3.4M+$1.6M2026-10-23
Montchanin Asset Management, LLC
INCREASED182,520174,760+7,760+4%$3.2M$3.4M+$165.0K2026-11-02
Independent Financial Group, LLC
DECREASED181,060204,179-23,119-11%$3.8M$3.4M-$404.3K2026-10-13
Diversify Advisory Services, LLC
INCREASED174,461172,862+1,599+1%$3.0M$3.3M+$235.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED174,461172,862+1,599+1%$3.0M$3.3M+$235.7K2026-10-20
Redwood Financial Network Corp
DECREASED155,234157,110-1,876-1%$2.9M$2.9M-$15.9K2026-11-03
NWF Advisory Services Inc.
DECREASED151,854152,854-1,000-1%$2.8M$2.8M-$2072026-10-19
J. Team Financial, Inc.
INCREASED143,791126,837+16,954+13%$2.3M$2.7M+$329.7K2026-11-03
Rockport Wealth LLC
INCREASED143,093142,721+372+0%$2.6M$2.7M+$24.0K2026-11-03
RDA Financial Network
UNCHANGED141,212141,21200%$2.6M$2.6M+$16.9K2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED140,607156,652-16,045-10%$2.9M$2.6M-$278.8K2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED131,626128,483+3,143+2%$2.4M$2.4M+$73.7K2026-10-30
Y-Intercept (Hong Kong) Ltd
INCREASED125,49577,060+48,435+63%$1.4M$2.3M+$907.7K2026-10-16
Sowell Financial Services LLC
INCREASED122,917116,978+5,939+5%$2.2M$2.3M+$124.2K2026-10-23
Roman Butler Fullerton & Co
INCREASED122,89095,676+27,214+28%$1.7M$2.2M+$511.2K2026-10-27
Vicus Capital
INCREASED116,716113,311+3,405+3%$2.1M$2.2M+$76.8K2026-11-05
Mesirow Financial Investment Management, Inc.
DECREASED112,442112,498-560%$2.1M$2.1M+$12.4K2026-11-05
Institute for Wealth Management, Llc.
DECREASED110,437110,971-5340%$2.0M$2.0M+$3.4K2026-11-06
Independent Wealth Network Inc.
INCREASED108,154107,004+1,150+1%$2.0M$2.0M+$34.2K2026-10-19
HBW Advisory Services LLC
DECREASED100,451175,329-74,878-43%$3.2M$1.9M-$1.4M2026-10-15
Anchor Capital Management Group Inc
UNCHANGED99,50099,50000%$1.8M$1.8M+$11.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED95,01864,436+30,582+47%$1.2M$1.8M+$583.5K2026-10-13
Sigma Planning Corp
INCREASED94,54385,748+8,795+10%$1.6M$1.8M+$173.4K2026-10-23
Prospera Financial Services Inc
INCREASED94,13373,597+20,536+28%$1.4M$1.7M+$327.7K2026-11-04
PMG Family Office LLC
INCREASED86,41685,370+1,046+1%$1.6M$1.6M+$29.6K2026-10-19
Oppenheimer & Co Inc
INCREASED85,80270,354+15,448+22%$1.3M$1.6M+$295.0K2026-10-26
Ulland Investment Advisors, LLC
INCREASED85,46683,527+1,939+2%$1.5K$1.6M+$1.6M2026-10-13
Register Financial Advisors LLC
INCREASED82,22581,225+1,000+1%$1.5M$1.5M+$28.3K2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED78,89474,475+4,419+6%$1.4M$1.5M+$90.9K2026-10-19
APS Management Group, Inc.
DECREASED77,177104,167-26,990-26%$1.9M$1.4M-$488.2K2026-10-14
McAdam, LLC
INCREASED76,91467,139+9,775+15%$1.2M$1.4M+$189.4K2026-10-21
Great Valley Advisor Group, Inc.
INCREASED75,77234,303+41,469+121%$632.1K$1.4M+$773.4K2026-11-09
BKM Wealth Management, LLC
INCREASED74,73868,234+6,504+10%$1.3M$1.4M+$128.8K2026-10-22
Hunter Associates Investment Management LLC
DECREASED73,17975,649-2,470-3%$1.4M$1.4M-$41.0K2026-10-26
Compound Planning, Inc.
INCREASED72,36366,637+5,726+9%$1.2M$1.3M+$114.2K2026-11-09
HF Advisory Group, LLC
INCREASED71,23269,146+2,086+3%$1.3M$1.3M+$47.0K2026-10-09
D.A. Davidson & Co.
DECREASED69,72970,738-1,009-1%$1.3M$1.3M-$10.2K2026-10-28
Clearstead Advisors, LLC
INCREASED69,69462,544+7,150+11%$1.2M$1.3M+$140.1K2026-11-06
Triumph Capital Management
INCREASED67,98067,897+83+0%$1.3M$1.3M+$9.7K2026-10-14
Partners Wealth Management, LLC
NEW64,464—+64,464——$1.2M—2026-10-28
Soltis Investment Advisors LLC
NEW63,928—+63,928——$1.2M—2026-10-28
Fifth Third Bancorp
DECREASED63,35267,344-3,992-6%$1.2M$1.2M-$66.0K2026-11-05
Curtis Advisory Group, LLC
UNCHANGED59,62959,62900%$1.1M$1.1M+$7.2K2026-10-28
Bensler, LLC
DECREASED58,81060,315-1,505-2%$1.1M$1.1M-$20.7K2026-11-05
Wealth Effects LLC
DECREASED58,35658,979-623-1%$1.1M$1.1M-$4.5K2026-10-23
Farther Finance Advisors, LLC
INCREASED58,10654,458+3,648+7%$1.0M$1.1M+$74.2K2026-10-08
Apella Capital, LLC
INCREASED57,78357,082+701+1%$1.0M$1.1M+$47.9K2026-10-08
Tlwm
DECREASED57,39959,053-1,654-3%$1.1M$1.1M-$23.6K2026-10-09
Mission Financial Group, LLC
DECREASED56,48262,366-5,884-9%$1.1M$1.0M-$101.7K2026-10-21
Benchmark Financial, LLC
INCREASED55,60052,600+3,000+6%$969.4K$1.0M+$62.0K2026-10-16
Baker Avenue Asset Management, LP
INCREASED54,79449,214+5,580+11%$907.0K$1.0M+$109.4K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED54,31356,782-2,469-4%$1.0M$1.0M-$39.0K2026-10-13
Trilogy Capital Inc.
INCREASED53,64552,025+1,620+3%$958.8K$995.1K+$36.3K2026-10-20
Barnes Wealth Management Group, Inc
DECREASED51,12351,364-2410%$946.6K$948.3K+$1.7K2026-11-09
Tortuga Wealth Management, Inc
INCREASED50,45449,674+780+2%$915.5K$936.0K+$20.5K2026-10-27
PNC Financial Services Group, Inc.
DECREASED50,44353,336-2,893-5%$983.0K$935.7K-$47.3K2026-11-06
Signal Advisors Wealth, LLC
DECREASED50,21952,695-2,476-5%$971.2K$931.6K-$39.6K2026-10-13
XML Financial, LLC
INCREASED49,83439,249+10,585+27%$723.4K$924.4K+$201.1K2026-10-29
Belpointe Asset Management LLC
DECREASED49,251197,360-148,109-75%$3.6M$913.6K-$2.7M2026-11-09
World Equity Group, Inc.
INCREASED48,43841,484+6,954+17%$764.5K$898.5K+$134.0K2026-10-14
Turner Financial Group, Inc.
INCREASED46,90440,498+6,406+16%$746.4K$870.1K+$123.7K2026-11-09
Patriot Financial Group Insurance Agency, LLC
INCREASED46,79044,520+2,270+5%$820.5K$867.9K+$47.4K2026-10-14
Beam Wealth Advisors, Inc.
INCREASED46,70246,314+388+1%$853.6K$866.3K+$12.8K2026-11-03
StoneX Group Inc.
DECREASED45,58448,369-2,785-6%$890.1K$845.6K-$44.6K2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED43,16339,316+3,847+10%$724.6K$800.7K+$76.1K2026-11-04
SAX Wealth Advisors, LLC
INCREASED42,86633,560+9,306+28%$575.6K$795.2K+$219.6K2026-10-13
Chicago Partners Investment Group LLC
INCREASED41,60931,623+9,986+32%$557.8K$752.7K+$194.9K2026-10-27
FSA Investment Group, LLC
NEW41,037—+41,037——$761.2K—2026-10-07
Ascentis Independent Advisors
NEW41,000—+41,000——$760.6K—2026-11-03
Garner Asset Management Corp
DECREASED40,31241,019-707-2%$756.0K$735.3K-$20.7K2026-10-30
Western Wealth Management, LLC
DECREASED38,81340,697-1,884-5%$750.0K$720.0K-$30.1K2026-11-09
Howard Wealth Management, LLC
INCREASED38,60037,708+892+2%$695.0K$716.0K+$21.1K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED38,49424,489+14,005+57%$451.3K$714.1K+$262.7K2026-11-03
AlphaStar Capital Management, LLC
INCREASED38,46135,274+3,187+9%$650.1K$713.5K+$63.4K2026-10-16
Compass Financial Management LLC
INCREASED38,37237,815+557+1%$684.2K$711.8K+$27.6K2026-10-30
IFP Advisors, Inc
INCREASED36,96335,684+1,279+4%$657.7K$685.7K+$28.0K2026-10-16
Verus Capital Partners, LLC
DECREASED36,54837,367-819-2%$688.7K$678.0K-$10.7K2026-11-03
Ibex Wealth Advisors
INCREASED35,50934,961+548+2%$644.3K$658.7K+$14.4K2026-11-06
ARQ Wealth Advisors, LLC
DECREASED35,36137,998-2,637-7%$676.4K$655.9K-$20.4K2026-10-29
IMG Wealth Management, Inc.
DECREASED33,84034,535-695-2%$636.5K$627.7K-$8.8K2026-10-27
Integrity Alliance, Llc.
NEW33,559—+33,559——$622.5K—2026-10-29
City Center Advisors, LLC
INCREASED33,34932,146+1,203+4%$592.4K$618.6K+$26.2K2026-10-08
Moors & Cabot, Inc.
INCREASED33,29733,257+40+0%$612.9K$617.7K+$4.7K2026-11-06
Bank of New York Mellon Corp
UNCHANGED32,95532,95500%$607.4K$611.3K+$4.0K2026-11-05
MGO One Seven LLC
INCREASED32,54231,735+807+3%$584.9K$603.7K+$18.8K2026-10-28
Essential Investment Partners LLC
NEW30,954—+30,954——$574.2K—2026-10-27
Flagship Harbor Advisors, LLC
DECREASED29,42129,503-820%$543.7K$545.8K+$2.0K2026-10-26
Visionary Wealth Advisors
INCREASED29,25328,730+523+2%$529.5K$542.7K+$13.2K2026-11-04
Castle Rock Wealth Management, LLC
DECREASED29,19629,211-150%$534.7K$545.4K+$10.7K2026-10-09
Collaborative Wealth Managment Inc.
DECREASED27,77934,270-6,491-19%$631.6K$515.3K-$116.3K2026-11-06
IFG Advisory, LLC
DECREASED27,13828,584-1,446-5%$526.8K$503.4K-$23.4K2026-11-09
Elevation Point Wealth Partners, LLC
DECREASED26,63228,856-2,224-8%$531.8K$494.0K-$37.8K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED26,23226,274-420%$479.2K$486.6K+$7.4K2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED25,00025,00000%$460.7K$463.7K+$3.0K2026-10-29
Mcdonald Partners LLC
UNCHANGED24,50024,50000%$451.5K$454.5K+$2.9K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED24,48623,786+700+3%$438.4K$454.2K+$15.8K2026-10-13
Elevatus Welath Management
INCREASED24,14223,603+539+2%$435.0K$447.8K+$12.8K2026-10-19
KW Wealth Management LLC
NEW23,820—+23,820——$441.9K—2026-10-28
MinichMacGregor Wealth Management, LLC
INCREASED23,60520,457+3,148+15%$377.0K$437.9K+$60.8K2026-10-14
Pacific Park Financial, Inc.
DECREASED23,10025,360-2,260-9%$467.4K$428.5K-$38.9K2026-10-13
First Heartland Consultants, Inc.
INCREASED22,67021,685+985+5%$399.7K$420.5K+$20.9K2026-10-08
Palacios Wealth Management, LLC
UNCHANGED22,04522,04500%$406.3K$408.9K+$2.6K2026-11-04
Focus Financial Network, Inc.
DECREASED21,84222,174-332-1%$408.7K$405.2K-$3.5K2026-10-14
Lanark Financial, Inc.
INCREASED21,82721,206+621+3%$390.8K$404.9K+$14.0K2026-10-26
Meadowbrook Wealth Management, LLC
DECREASED21,70022,100-400-2%$404.5K$402.5K-$2.0K2026-10-08
Lido Advisors, LLC
DECREASED21,57846,974-25,396-54%$865.7K$400.3K-$465.5K2026-11-04
TopTier Wealth Management, LLC
INCREASED20,48919,947+542+3%$367.6K$380.1K+$12.5K2026-10-16
Vanguard Capital Wealth Advisors
INCREASED20,30620,268+38+0%$373.5K$376.7K+$3.1K2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED20,00615,006+5,000+33%$276.6K$371.1K+$94.6K2026-10-05
Arete Wealth Advisors, LLC
INCREASED20,00518,898+1,107+6%$348.3K$371.1K+$22.9K2026-11-09
Elco Management Co., LLC
DECREASED19,60021,000-1,400-7%$387.0K$363.6K-$23.5K2026-10-14
PFG Advisors
DECREASED19,48919,683-194-1%$362.8K$361.5K-$1.2K2026-10-16
Bay Capital Advisors, LLC
UNCHANGED19,16719,16700%$353.3K$355.6K+$2.3K2026-10-16
Milestone Asset Management, LLC
DECREASED18,92527,684-8,759-32%$510.2K$351.1K-$159.2K2026-10-15
Allworth Financial LP
INCREASED18,65016,932+1,718+10%$312.1K$343.7K+$31.7K2026-11-06
Sovran Advisors, LLC
DECREASED18,42326,356-7,933-30%$453.8K$337.9K-$116.0K2026-11-02
1834 Investment Advisors Co
NEW18,411—+18,411——$341.5K—2026-10-16
Traynor Capital Management, Inc.
INCREASED18,36713,551+4,816+36%$249.8K$340.7K+$91.0K2026-10-29
Salem Investment Counselors Inc
INCREASED18,27517,075+1,200+7%$314.7K$339.0K+$24.3K2026-10-13
Ignite Planners, LLC
INCREASED18,22217,963+259+1%$331.1K$338.0K+$7.0K2026-10-14
Morey & Quinn Wealth Partners, LLC
UNCHANGED18,15118,15100%$334.5K$336.7K+$2.2K2026-10-28
Vontobel Holding Ltd.
DECREASED18,12120,480-2,359-12%$377.4K$336.1K-$41.3K2026-10-16
Atticus Wealth Management, LLC
DECREASED17,85018,767-917-5%$345.9K$331.1K-$14.8K2026-10-20
Private Trust Co NA
INCREASED17,75815,420+2,338+15%$284.2K$329.4K+$45.2K2026-10-20
Channel Wealth LLC
DECREASED17,61818,859-1,241-7%$347.6K$326.8K-$20.8K2026-11-06
United Advisor Group, LLC
INCREASED17,42516,763+662+4%$309.0K$323.2K+$14.3K2026-11-03
Intrua Financial, LLC
INCREASED17,24617,126+120+1%$315.6K$319.9K+$4.3K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED17,18517,174+11+0%$316.5K$318.8K+$2.3K2026-10-13
ETF Store, Inc.
INCREASED16,77016,404+366+2%$302.3K$311.1K+$8.8K2026-10-19
Retirement Guys Formula LLC
UNCHANGED16,58316,58300%$305.6K$307.6K+$2.0K2026-10-26
Encompass More Asset Management
INCREASED16,37616,189+187+1%$298.4K$303.8K+$5.4K2026-10-16
Herold Advisors, Inc.
INCREASED16,36812,016+4,352+36%$221.0K$303.6K+$82.6K2026-10-19
L. Roy Papp & Associates, LLP
INCREASED16,27516,274+1+0%$299.9K$301.9K+$2.0K2026-10-21
First Citizens Bank & Trust Co
DECREASED16,14616,565-419-3%$305.3K$299.5K-$5.8K2026-10-14
Accel Wealth Management
INCREASED16,08616,066+20+0%$296.1K$298.4K+$2.3K2026-10-13
Patten Group, Inc.
INCREASED15,71814,757+961+7%$272.0K$291.6K+$19.6K2026-10-26
MMA Asset Management LLC
INCREASED15,61315,445+168+1%$284.6K$289.6K+$5.0K2026-11-02
Cape Investment Advisory, Inc.
INCREASED15,52312,341+3,182+26%$227.4K$288.0K+$60.5K2026-10-13
Choreo, LLC
DECREASED15,52020,928-5,408-26%$385.7K$287.9K-$97.8K2026-10-28
Tennessee Valley Asset Management Partners
DECREASED15,34417,215-1,871-11%$317.3K$284.6K-$32.6K2026-11-03
BNB Wealth Management, LLC
UNCHANGED15,22015,22000%$280.5K$282.3K+$1.8K2026-10-28
Spire Wealth Management
INCREASED14,99010,093+4,897+49%$186.0K$278.1K+$92.1K2026-10-30
Apollon Wealth Management, LLC
INCREASED14,95814,747+211+1%$271.8K$277.5K+$5.7K2026-10-23
Weaver Consulting Group
DECREASED14,86816,053-1,185-7%$295.9K$275.8K-$20.1K2026-10-07
Avior Wealth Management, LLC
UNCHANGED14,50114,50100%$267.3K$269.0K+$1.7K2026-10-13
AdvisorNet Financial, Inc
INCREASED14,45013,653+797+6%$251.6K$269.6K+$18.0K2026-10-15
Koshinski Asset Management, Inc.
INCREASED14,02813,028+1,000+8%$240.1K$260.2K+$20.1K2026-10-29
Columbia Advisory Partners LLC
INCREASED13,91012,255+1,655+14%$225.9K$258.0K+$32.2K2026-10-15
Evexia Wealth LLC
INCREASED13,58613,074+512+4%$234.1K$247.8K+$13.7K2026-11-05
Meridian Wealth Management, LLC
DECREASED13,39713,420-230%$247.3K$248.5K+$1.2K2026-11-05
Markowski Investments
DECREASED13,25915,212-1,953-13%$280.4K$245.9K-$34.4K2026-10-30
Private Client Services, LLC
INCREASED13,06612,876+190+1%$237.3K$242.4K+$5.1K2026-10-02
TD Waterhouse Canada Inc.
UNCHANGED12,80012,80000%$234.3K$237.7K+$3.5K2026-10-16
Sage Capital Management, LLC
INCREASED12,74112,597+144+1%$232.2K$236.4K+$4.2K2026-10-20
Prevail Innovative Wealth Advisors, LLC
UNCHANGED12,68812,68800%$233.8K$237.0K+$3.2K2026-10-20
Eagle Strategies LLC
INCREASED12,59311,756+837+7%$216.7K$233.6K+$16.9K2026-10-16
Fullerton Advisors, LLC
INCREASED12,59012,361+229+2%$227.8K$233.5K+$5.7K2026-10-14
Realta Investment Advisors
INCREASED12,58711,920+667+6%$219.7K$233.5K+$13.8K2026-10-14
Advisor OS, LLC
NEW12,425—+12,425——$230.5K—2026-11-03
Atria Investments, Inc
INCREASED12,41612,385+31+0%$228.3K$230.3K+$2.1K2026-10-15
Money Concepts Capital Corp
INCREASED12,29211,021+1,271+12%$203.1K$228.0K+$24.9K2026-11-06
Bank of Montreal
DECREASED11,95712,997-1,040-8%$239.5K$221.8K-$17.7K2026-11-09
AlphaCore Capital LLC
INCREASED11,9457,288+4,657+64%$134.3K$221.6K+$87.3K2026-11-04
ADE, LLC
INCREASED11,24810,921+327+3%$201.3K$208.6K+$7.4K2026-10-29
Great Waters Wealth Management
DECREASED11,23311,734-501-4%$216.3K$208.4K-$7.9K2026-10-07
Annex Advisory Services, LLC
UNCHANGED10,92810,92800%$201.4K$202.7K+$1.3K2026-10-16
HighPoint Advisor Group LLC
INCREASED10,87410,865+9+0%$200.2K$201.7K+$1.5K2026-11-09
Accurate Wealth Management, LLC
INCREASED10,79510,064+731+7%$185.6K$201.7K+$16.2K2026-10-20
Wealthcare Advisory Partners LLC
DECREASED10,61911,221-602-5%$206.8K$197.0K-$9.8K2026-10-21
RMR Wealth Builders
NEW10,446—+10,446——$193.8K—2026-10-22
Norden Group LLC
DECREASED10,31410,379-65-1%$191.3K$191.3K+$292026-10-20
Infinity Wealth Counsel, LLC
UNCHANGED10,00010,00000%$184.3K$185.5K+$1.2K2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED9,5359,53500%$175.7K$176.9K+$1.1K2026-10-22
Jacobi Capital Management LLC
NEW8,639—+8,639——$160.3K—2026-11-05
First Community Trust NA
UNCHANGED8,2518,25100%$152.1K$153.1K+$9902026-10-07
CoreCap Advisors, LLC
INCREASED8,1985,478+2,720+50%$101.0K$152.1K+$51.1K2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED7,8077,728+79+1%$142.4K$144.8K+$2.4K2026-10-05
Larson Financial Group LLC
DECREASED7,75717,943-10,186-57%$330.7K$143.9K-$186.8K2026-11-05
Armstrong Advisory Group, Inc
INCREASED6,9264,150+2,776+67%$76.5K$128.5K+$52.0K2026-10-09
Evolution Wealth Management Inc.
UNCHANGED6,5646,56400%$121.0K$121.8K+$7872026-10-28
Biltmore Family Office, LLC
INCREASED6,1896,014+175+3%$110.8K$114.8K+$4.0K2026-11-03
Geneos Wealth Management Inc.
INCREASED5,4501,200+4,250+354%$22.1K$101.1K+$79.0K2026-11-09
Clark Wealth Partners
UNCHANGED4,3734,37300%$80.6K$81.1K+$5252026-10-19
Creative Financial Designs Inc
DECREASED4,1065,683-1,577-28%$104.7K$76.2K-$28.6K2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED3,8953,825+70+2%$70.5K$72.3K+$1.7K2026-11-02
Rossby Financial, LCC
INCREASED3,7531,000+2,753+275%$18.4K$69.6K+$51.2K2026-11-05
Darwin Wealth Management, LLC
UNCHANGED3,2533,25300%$60.0K$60.4K+$3912026-11-09
Investors Research Corp
UNCHANGED3,2043,20400%$59.1K$59.4K+$3842026-10-07
Collier Financial
DECREASED3,0315,809-2,778-48%$107.1K$56.2K-$50.8K2026-11-06
Strategic Advocates LLC
UNCHANGED3,0103,01000%$55.5K$55.8K+$3622026-11-03
US Bancorp \de\
DECREASED3,0007,946-4,946-62%$146.4K$55.7K-$90.8K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED2,7212,72100%$50.1K$50.5K+$3272026-10-28
Capital Investment Advisory Services, LLC
DECREASED2,4032,743-340-12%$50.6K$44.6K-$6.0K2026-10-30
Armor Investment Advisors, LLC
UNCHANGED2,4002,40000%$44.2K$44.5K+$2882026-10-27
Farmers & Merchants Investments Inc
UNCHANGED2,2502,25000%$41.5K$41.7K+$2702026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED2,0502,05000%$37.8K$38.0K+$2462026-10-20
Golden State Wealth Management, LLC
UNCHANGED1,6001,60000%$29.5K$29.7K+$1922026-11-02
Dogwood Wealth Management LLC
INCREASED1,3391,300+39+3%$24.0K$24.8K+$8772026-11-09
Chung Wu Investment Group, LLC
UNCHANGED1,1501,15000%$21.2K$21.3K+$1382026-11-03
Pathway Financial Advisers, LLC
NEW806—+806——$15.0K—2026-10-27
Assetmark, Inc
DECREASED7951,380-585-42%$25.4K$14.7K-$10.7K2026-10-21
Nova Financial LLC
NEW770—+770——$14.3K—2026-11-04
Financial Management Professionals, Inc.
INCREASED698691+7+1%$12.7K$12.9K+$2052026-10-23
GK Wealth Management LLC
NEW685—+685——$12.7K—2026-10-09
Gables Capital Management Inc.
UNCHANGED65565500%$12.1K$12.2K+$782026-11-04
Signature Equity Partners, LLC
UNCHANGED52852800%$9.7K$9.8K+$642026-10-29
Tompkins Financial Corp
UNCHANGED52452400%$9.7K$9.7K+$632026-10-05
Parallel Advisors, LLC
INCREASED480465+15+3%$8.6K$8.9K+$3152026-11-03
Archer Investment Corp
UNCHANGED46546500%$8.6K$8.6K+$562026-11-05
Kingdom Financial Group Llc.
INCREASED463450+13+3%$8.3K$8.6K+$3042026-11-04
Meriwether Wealth & Planning, LLC
NEW400—+400——$7.4K—2026-10-13
Root Financial Partners, LLC
NEW301—+301——$5.6K—2026-10-21
United Community Bank
NEW296—+296——$5.5K—2026-10-28
High Point Wealth Management, LLC
NEW285—+285——$5.3K—2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED25025000%$4.6K$4.6K+$302026-11-06
Aspect Partners, LLC
INCREASED248241+7+3%$4.4K$4.6K+$1632026-10-20
Reyes Financial Architecture, Inc.
NEW229—+229——$4.2K—2026-10-22
Reap Financial Group, LLC
UNCHANGED21021000%$3.9K$3.9K+$262026-11-02
Axiom Investment Management LLC
UNCHANGED20020000%$3.7K$3.7K+$242026-11-03
Godsey & Gibb, Inc
UNCHANGED20020000%$3.7K$3.7K+$242026-10-14
Signaturefd, LLC
NEW108—+108——$2.0K—2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED777700%$1.4K$1.4K+$92026-11-04
Central Trust Co
NEW71—+71——$1.3K—2026-11-05
Costello Asset Management, Inc
INCREASED6664+2+3%$1.2K$1.2K+$432026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED606000%$1.1K$1.1K+$72026-10-23
JFS Wealth Advisors, LLC
UNCHANGED535300%$977$984+$72026-11-03
Allspring Global Investments Holdings, LLC
NEW39—+39——$727—2026-11-04
Hoey Investments, Inc
UNCHANGED202000%$369$371+$22026-10-29
Rothwell Investment Advisors, LLC
NEW5—+5——$92—2026-11-06
Atwood & Palmer Inc
NEW1—+1——$17—2026-10-08
SouthState Bank Corp
UNCHANGED1100%$10$10$02026-11-09
Imc-Chicago, LLC
CLOSED0672,107-672,107-100%$12.4M$0-$12.4M2026-11-05
Jefferies Financial Group Inc.
CLOSED0204,438-204,438-100%$3.8M$0-$3.8M2026-11-05
Simplex Trading, LLC
CLOSED076,237-76,237-100%$1.4M$0-$1.4M2026-11-04
Unique Wealth, LLC
CLOSED043,046-43,046-100%$793.3K$0-$793.3K2026-10-16
MBL Wealth, LLC
CLOSED023,567-23,567-100%$434.3K$0-$434.3K2026-10-22
Carlson Financial, Inc.
CLOSED022,429-22,429-100%$413.4K$0-$413.4K2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
CLOSED018,411-18,411-100%$339.3K$0-$339.3K2026-10-15
Thrivent Financial for Lutherans
CLOSED017,143-17,143-100%$316.0K$0-$316.0K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED015,975-15,975-100%$294.4K$0-$294.4K2026-11-04
Cypress Financial Planning LLC
CLOSED011,312-11,312-100%$208.5K$0-$208.5K2026-10-09
Green Ridge Wealth Planning LLC
CLOSED010,071-10,071-100%$185.6K$0-$185.6K2026-10-08
Tucker Asset Management LLC
CLOSED05,809-5,809-100%$107.1K$0-$107.1K2026-10-29
Quaker Wealth Management, LLC
CLOSED02,228-2,228-100%$41.1K$0-$41.1K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,513-1,513-100%$27.9K$0-$27.9K2026-10-14
Russell Investments Group, Ltd.
CLOSED0899-899-100%$16.6K$0-$16.6K2026-11-06
NBT Bank, N.A.
CLOSED0772-772-100%$14.2K$0-$14.2K2026-10-21
Decker Retirement Planning Inc.
CLOSED0657-657-100%$12.1K$0-$12.1K2026-10-19
Concord Wealth Partners
CLOSED0286-286-100%$5.3K$0-$5.3K2026-11-02
LifeSteps Financial, Inc.
CLOSED0205-205-100%$3.8K$0-$3.8K2026-10-15
Robinswood Financial LLC
CLOSED0122-122-100%$2.3K$0-$2.3K2026-10-20
Mountain Hill Investment Partners Corp.
CLOSED0114-114-100%$2.1K$0-$2.1K2026-10-23
Morgan Stanley
N/A—11,101,876-11,101,876-100%$204.6M———
Bank of America Corp
N/A—4,826,913-4,826,913-100%$89.0M———
Wells Fargo & Company
N/A—3,954,058-3,954,058-100%$72.9M———
Ameriprise Financial Inc
N/A—2,945,132-2,945,132-100%$54.3M———
Raymond James Financial Inc
N/A—2,797,506-2,797,506-100%$51.6M———
Osaic Holdings, Inc.
N/A—2,323,840-2,323,840-100%$42.8M———
Cetera Investment Advisers
N/A—2,196,192-2,196,192-100%$40.5M———
UBS Group AG
N/A—1,624,281-1,624,281-100%$29.9M———
Royal Bank of Canada
N/A—1,590,654-1,590,654-100%$29.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,494,112-1,494,112-100%$27.3M———
Envestnet Asset Management Inc
N/A—1,286,623-1,286,623-100%$23.7M———
Principal Securities, Inc.
N/A—1,040,560-1,040,560-100%$19.2M———
Mission Hills Financial Advisory, LLC
N/A—807,654-807,654-100%$14.9M———
MML Investors Services, LLC
N/A—740,968-740,968-100%$13.7M———
Caerus Investment Advisors, LLC
N/A—674,870-674,870-100%$12.4M———
Janney Montgomery Scott LLC
N/A—658,288-658,288-100%$12.1M———
Stifel Financial Corp
N/A—548,331-548,331-100%$10.1M———
Beta Wealth Group, Inc.
N/A—530,202-530,202-100%$9.8M———
Cerity Partners LLC
N/A—505,731-505,731-100%$9.3M———
Steward Partners Investment Advisory, LLC
N/A—441,065-441,065-100%$8.1M———
Rockefeller Capital Management L.P.
N/A—439,688-439,688-100%$8.1M———
Citadel Advisors LLC
N/A—405,857-405,857-100%$7.5M———
JPMorgan Chase & Co
N/A—388,906-388,906-100%$7.1M———
Equitable Holdings, Inc.
N/A—370,318-370,318-100%$6.8M———
NewEdge Advisors, LLC
N/A—367,192-367,192-100%$6.8M———
Susquehanna International Group, LLP
N/A—329,707-329,707-100%$6.1M———
PFG Investments, LLC
N/A—328,168-328,168-100%$6.0M———
Pinnacle Financial Partners, Inc.
N/A—313,714-313,714-100%$5.8M———
Private Advisor Group, LLC
N/A—290,536-290,536-100%$5.4M———
Retirement Planning Group, LLC / NY
N/A—275,764-275,764-100%$5.1M———
CreativeOne Wealth, LLC
N/A—263,269-263,269-100%$4.9M———
Jane Street Group, LLC
N/A—258,195-258,195-100%$4.8M———
Captrust Financial Advisors
N/A—240,892-240,892-100%$4.4M———
Integrated Wealth Concepts LLC
N/A—235,830-235,830-100%$4.3M———
Arkadios Wealth Advisors
N/A—232,950-232,950-100%$4.3M———
Northwestern Mutual Wealth Management Co
N/A—219,085-219,085-100%$4.0M———
Sanctuary Advisors, LLC
N/A—194,683-194,683-100%$3.6M———
Ameritas Advisory Services, LLC
N/A—183,887-183,887-100%$3.4M———
WCG Wealth Advisors LLC
N/A—156,235-156,235-100%$2.9M———
Note Advisors, LLC
N/A—152,902-152,902-100%$2.8M———
Arax Advisory Partners
N/A—146,942-146,942-100%$2.7M———
Wealthspire Retirement, LLC
N/A—143,872-143,872-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—140,410-140,410-100%$2.6M———
&partners
N/A—137,338-137,338-100%$2.5M———
Mariner, LLC
N/A—134,018-134,018-100%$2.5M———
HRT Financial LP
N/A—130,189-130,189-100%$2.4M———
Modern Wealth Management, LLC
N/A—120,046-120,046-100%$2.2M———
Fiduciary Group, LLC
N/A—118,979-118,979-100%$2.2M———
Blue Chip Partners, LLC
N/A—116,900-116,900-100%$2.2M———
Focus Partners Advisor Solutions, LLC
N/A—115,007-115,007-100%$2.1M———
Perissos Private Wealth Management, LLC
N/A—113,214-113,214-100%$2.1M———
Sharpepoint LLC
N/A—109,913-109,913-100%$2.0M———
Significant Wealth Partners LLC
N/A—108,187-108,187-100%$2.0M———
Global Retirement Partners, LLC
N/A—102,732-102,732-100%$1.9M———
Truepoint, Inc.
N/A—98,785-98,785-100%$1.8M———
Mutual Advisors, LLC
N/A—98,602-98,602-100%$1.8M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—90,162-90,162-100%$1.7M———
Baird Financial Group, Inc.
N/A—88,457-88,457-100%$1.6M———
Snowden Capital Advisors LLC
N/A—86,646-86,646-100%$1.6M———
Wealth High Governance Asset Management Ltda.
N/A—86,131-86,131-100%$1.6M———
Van Hulzen Asset Management, LLC
N/A—83,624-83,624-100%$1.5M———
IHT Wealth Management, LLC
N/A—83,570-83,570-100%$1.5M———
SageGuard Financial Group, LLC
N/A—83,425-83,425-100%$1.5M———
Qube Research & Technologies Ltd
N/A—82,725-82,725-100%$1.5M———
Kovack Advisors, Inc.
N/A—78,975-78,975-100%$1.4M———
PSI Advisors, LLC
N/A—78,712-78,712-100%$1.5M———
RiverFront Investment Group, LLC
N/A—77,445-77,445-100%$1.4M———
BFC Planning, Inc.
N/A—75,104-75,104-100%$1.4M———
Old Mission Capital LLC
N/A—70,294-70,294-100%$1.3M———
World Investment Advisors
N/A—64,767-64,767-100%$1.1M———
Summit Financial, LLC
N/A—62,380-62,380-100%$1.1M———
Jupiter Wealth Management LLC
N/A—62,034-62,034-100%$1.1M———
Keystone Financial Group
N/A—57,970-57,970-100%$1.1M———
Aventura Private Wealth, LLC
N/A—57,192-57,192-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—56,004-56,004-100%$1.0M———
Mayflower Financial Advisors, LLC
N/A—54,081-54,081-100%$996.7K———
Blair William & Co
N/A—50,629-50,629-100%$933.1K———
Advisory Services Network, LLC
N/A—47,811-47,811-100%$881.2K———
Founders Financial Alliance, LLC
N/A—47,565-47,565-100%$876.6K———
Focus Partners Wealth
N/A—46,842-46,842-100%$863.3K———
Scotia Capital Inc.
N/A—44,644-44,644-100%$822.8K———
Oakmont Advisory Group, LLC
N/A—44,125-44,125-100%$813.2K———
Garden State Investment Advisory Services LLC
N/A—43,745-43,745-100%$806.2K———
Beacon Pointe Advisors, LLC
N/A—43,151-43,151-100%$795.3K———
Jaffetilchin Investment Partners, LLC
N/A—41,911-41,911-100%$772.4K———
Zhang Financial LLC
N/A—39,000-39,000-100%$718.8K———
E-Wealth Partners, LLC
N/A—38,307-38,307-100%$706.0K———
Headlands Technologies LLC
N/A—36,007-36,007-100%$663.6K———
EP Wealth Advisors, LLC
N/A—34,922-34,922-100%$643.6K———
Advyzon Investment Management, LLC
N/A—33,471-33,471-100%$616.9K———
Front Row Advisors LLC
N/A—33,160-33,160-100%$602.2K———
Comprehensive Money Management Services LLC
N/A—33,009-33,009-100%$608.4K———
Hyundai Investments Co., Ltd.
N/A—32,140-32,140-100%$586.2K———
Westend Capital Management, LLC
N/A—31,788-31,788-100%$585.9K———
Genesis Financial Group, LLC
N/A—31,256-31,256-100%$576.1K———
Synergy Investment Management, LLC
N/A—29,639-29,639-100%$546.2K———
AE Wealth Management LLC
N/A—29,586-29,586-100%$545.3K———
Tulsa Wealth Advisors, Inc
N/A—29,567-29,567-100%$544.9K———
Orion Porfolio Solutions, LLC
N/A—29,178-29,178-100%$537.8K———
Vestmark Advisory Solutions, Inc.
N/A—28,856-28,856-100%$531.8K———
Northstar Advisory Group, LLC
N/A—28,440-28,440-100%$524.1K———
Brown Brothers Harriman & Co
N/A—28,350-28,350-100%$522.5K———
Transcend Capital Advisors, LLC
N/A—28,335-28,335-100%$522.2K———
Mercer Global Advisors Inc
N/A—26,831-26,831-100%$494.5K———
Madison Wealth Partners, Inc
N/A—26,552-26,552-100%$489.4K———
Alteri Wealth LLC
N/A—24,415-24,415-100%$450.0K———
Hilltop Holdings Inc.
N/A—23,604-23,604-100%$435.0K———
First National Bank of Omaha
N/A—23,478-23,478-100%$428.2K———
Resolute Capital, LLC
N/A—22,808-22,808-100%$420.3K———
Centaurus Financial, Inc.
N/A—22,695-22,695-100%$248.2K———
Premier Private Wealth Management LLC
N/A—22,492-22,492-100%$414.5K———
Vertex Planning Partners, LLC
N/A—22,385-22,385-100%$412.6K———
Copley Financial Group, Inc.
N/A—22,004-22,004-100%$405.5K———
Rehmann Capital Advisory Group
N/A—20,779-20,779-100%$383.0K———
Envestnet Portfolio Solutions, Inc.
N/A—20,488-20,488-100%$377.6K———
Ashford Capital Management Inc
N/A—20,000-20,000-100%$368.6K———
Berger Financial Group, Inc
N/A—19,989-19,989-100%$368.4K———
Two Sigma Securities, LLC
N/A—19,776-19,776-100%$364.5K———
Pasadena Private Wealth, LLC
N/A—19,703-19,703-100%$363.1K———
Gladstone Institutional Advisory LLC
N/A—18,997-18,997-100%$350.1K———
Regal Investment Advisors LLC
N/A—16,833-16,833-100%$310.2K———
Kapstone Financial Advisors LLC
N/A—16,253-16,253-100%$299.5K———
Strategic Financial Concepts, LLC
N/A—16,114-16,114-100%$297.0K———
BlackRock, Inc.
N/A—15,766-15,766-100%$290.6K———
OneDigital Investment Advisors LLC
N/A—15,709-15,709-100%$289.5K———
GeoWealth Management, LLC
N/A—14,260-14,260-100%$262.8K———
FMR LLC
N/A—12,773-12,773-100%$235.4K———
Prospect Financial Services LLC
N/A—12,686-12,686-100%$233.8K———
BlackDiamond Wealth Management, LLC
N/A—12,638-12,638-100%$229.4K———
United Capital Financial Advisors, LLC
N/A—12,316-12,316-100%$227.0K———
Insigneo Advisory Services, LLC
N/A—12,264-12,264-100%$226.0K———
Prostatis Group LLC
N/A—12,141-12,141-100%$223.8K———
Alpha Capital Advisors Inc
N/A—12,120-12,120-100%$223.4K———
Aptus Capital Advisors, LLC
N/A—12,056-12,056-100%$222.2K———
Axis Wealth Partners, LLC
N/A—12,000-12,000-100%$221.2K———
Savvy Advisors, Inc.
N/A—11,870-11,870-100%$218.8K———
Smith, Moore & Co.
N/A—11,250-11,250-100%$207.3K———
Mosaic Family Wealth Partners, LLC
N/A—10,739-10,739-100%$197.9K———
Renaissance Technologies LLC
N/A—10,700-10,700-100%$197.2K———
Kingsview Wealth Management, LLC
N/A—10,011-10,011-100%$184.5K———
Medallion Wealth Advisors, LLC
N/A—8,580-8,580-100%$143.1K———
Smartleaf Asset Management LLC
N/A—7,906-7,906-100%$144.2K———
SG Americas Securities, LLC
N/A—6,704-6,704-100%$124.0K———
Ameriflex Group, Inc.
N/A—6,247-6,247-100%$115.1K———
SSA Swiss Advisors AG
N/A—6,031-6,031-100%$111.2K———
National Bank of Canada
N/A—5,600-5,600-100%$103.1K———
Innovative Asset Advisors Group, LLC
N/A—3,547-3,547-100%$65.4K———
Whittier Trust Co of Nevada Inc
N/A—3,000-3,000-100%$54.2K———
Hollencrest Capital Management
N/A—2,752-2,752-100%$50.7K———
Fiduciary Financial Advisors
N/A—2,434-2,434-100%$44.8K———
Nova Wealth Management, Inc.
N/A—2,200-2,200-100%$40.5K———
SHP Wealth Management
N/A—2,082-2,082-100%$38.4K———
Kerr Financial Planning Corp
N/A—1,833-1,833-100%$33.8K———
Matrix Private Capital Group LLC
N/A—1,600-1,600-100%$29.5K———
Webster Bank, N. A.
N/A—1,121-1,121-100%$20.7K———
Anchor Investment Management, LLC
N/A—1,100-1,100-100%$20.3K———
Jones Financial Companies Lllp
N/A—1,000-1,000-100%$17.9K———
Continuum Advisory, LLC
N/A—969-969-100%$17.9K———
Private Wealth Asset Management, LLC
N/A—792-792-100%$14.6K———
CVA Family Office, LLC
N/A—502-502-100%$9.3K———
Huntington National Bank
N/A—500-500-100%$9.2K———
Franklin Resources Inc
N/A—450-450-100%$8.3K———
Luminist Capital LLC
N/A—377-377-100%$6.9K———
Strategic Investment Solutions, Inc.
N/A—322-322-100%$5.9K———
Mark Sheptoff Financial Planning, LLC
N/A—322-322-100%$5.9K———
Anchor Bay Capital, Inc.
N/A—258-258-100%$4.7K———
O'shaughnessy Asset Management, LLC
N/A—229-229-100%$4.2K———
Ankerstar Wealth, LLC
N/A—200-200-100%$3.7K———
Mcguire Capital Advisors Inc
N/A—151-151-100%$2.8K———
Crewe Advisors LLC
N/A—147-147-100%$2.7K———
Westfuller Advisors, LLC
N/A—106-106-100%$2.0K———
Transamerica Financial Advisors, LLC
N/A—46-46-100%$857———
Tower Research Capital LLC (TRC)
N/A—43-43-100%$792———
Kilter Group LLC
N/A—33-33-100%$603———
Strategic Wealth Partners, Ltd.
N/A—33-33-100%$602———
Vanguard Advisers Inc
N/A—12-12-100%$219———
Godfrey Financial Associates, Inc.
N/A—1-1-100%$18———
Showing 458 of 458 institutions