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Goldman Sachs Activebeta INT (GSIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
INCREASED
Shares6,435,532 from 6,186,859
Change+248,673 (+4%)
Value$295.0M (+$12.3M)
Filed 2026-10-16
SigFig Wealth Management, LLC
INCREASED
Shares5,128,697 from 4,972,665
Change+156,032 (+3%)
Value$235.1M (+$8.6M)
Filed 2026-10-07
Vantagepoint Investment Advisers LLC
DECREASED
Shares5,093,612 from 5,472,758
Change-379,146 (-7%)
Value$233.5M (-$16.6M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares2,681,202 from 2,594,781
Change+86,421 (+3%)
Value$122.9M (+$4.3M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares2,162,682 from 2,113,048
Change+49,634 (+2%)
Value$99.1M (+$2.6M)
Filed 2026-11-02
Financial Management Professionals, Inc.
INCREASED
Shares1,425,555 from 1,412,055
Change+13,500 (+1%)
Value$65.3M (+$816.6K)
Filed 2026-10-23
High Probability Advisors, LLC
INCREASED
Shares1,111,089 from 1,063,683
Change+47,406 (+4%)
Value$50.9M (+$2.3M)
Filed 2026-10-19
Lebenthal Global Advisors, LLC
INCREASED
Shares802,113 from 794,660
Change+7,453 (+1%)
Value$36.8M (+$452.9K)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares658,800 from 770,380
Change-111,580 (-14%)
Value$30.2M (-$5.0M)
Filed 2026-10-07
LexAurum Advisors, LLC
DECREASED
Shares578,229 from 590,479
Change-12,250 (-2%)
Value$26.5M (-$478.9K)
Filed 2026-10-19
Trail Ridge Investment Advisors, LLC
INCREASED
Shares556,840 from 548,908
Change+7,932 (+1%)
Value$25.5M (+$440.4K)
Filed 2026-10-16
Asset Advisors Investment Management, LLC
INCREASED
Shares526,204 from 505,390
Change+20,814 (+4%)
Value$24.1M (+$1.0M)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares506,288 from 503,940
Change+2,348 (+0%)
Value$23.2M (+$178.2K)
Filed 2026-10-08
Ledyard National Bank
INCREASED
Shares487,170 from 486,622
Change+548 (+0%)
Value$22.3M (+$93.2K)
Filed 2026-10-21
AlphaCore Capital LLC
DECREASED
Shares482,756 from 491,001
Change-8,245 (-2%)
Value$22.1M (-$309.2K)
Filed 2026-11-04
Appleton Partners Inc
INCREASED
Shares467,089 from 461,827
Change+5,262 (+1%)
Value$21.4M (+$305.0K)
Filed 2026-10-30
Baker Ellis Asset Management LLC
DECREASED
Shares409,758 from 424,635
Change-14,877 (-3%)
Value$18.8M (-$622.5K)
Filed 2026-10-14
White Pine Investment Co
DECREASED
Shares366,737 from 369,545
Change-2,808 (-1%)
Value$16.8M (-$77.0K)
Filed 2026-10-15
Hixon Zuercher, LLC
DECREASED
Shares355,282 from 526,508
Change-171,226 (-33%)
Value$16.3M (-$7.8M)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares347,317 from 345,516
Change+1,801 (+1%)
Value$15.9M (+$130.9K)
Filed 2026-11-05
Mengis Capital Management, Inc.
INCREASED
Shares317,684 from 309,091
Change+8,593 (+3%)
Value$14.6M (+$437.2K)
Filed 2026-10-13
GFG Capital, LLC
DECREASED
Shares314,776 from 326,323
Change-11,547 (-4%)
Value$14.4M (-$483.6K)
Filed 2026-10-16
Kings Path Partners LLC
DECREASED
Shares279,640 from 281,286
Change-1,646 (-1%)
Value$12.8M (-$36.1K)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares277,404 from 286,713
Change-9,309 (-3%)
Value$12.7M (-$386.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares277,355 from 257,523
Change+19,832 (+8%)
Value$12.7M (+$945.1K)
Filed 2026-11-02
Great Point Wealth Advisors, LLC
DECREASED
Shares273,919 from 275,946
Change-2,027 (-1%)
Value$12.6M (-$54.3K)
Filed 2026-10-15
1900 Wealth Management LLC
DECREASED
Shares261,558 from 263,198
Change-1,640 (-1%)
Value$12.0M (-$38.3K)
Filed 2026-10-13
Atwood & Palmer Inc
DECREASED
Shares246,568 from 255,696
Change-9,128 (-4%)
Value$11.3M (-$382.6K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares230,239 from 223,449
Change+6,790 (+3%)
Value$10.6M (+$342.5K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares227,902 from 230,319
Change-2,417 (-1%)
Value$10.4M (-$78.5K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares221,781 from 198,572
Change+23,209 (+12%)
Value$10.1M (+$929.5K)
Filed 2026-10-13
Jeter Robert S II
INCREASED
Shares199,342 from 181,174
Change+18,168 (+10%)
Value$9.2M (+$815.1K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
INCREASED
Shares181,672 from 177,814
Change+3,858 (+2%)
Value$8.3M (+$201.7K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares175,785 from 164,993
Change+10,792 (+7%)
Value$8.1M (+$518.0K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares173,714 from 158,811
Change+14,903 (+9%)
Value$8.0M (+$705.4K)
Filed 2026-10-16
Winthrop Advisory Group LLC
DECREASED
Shares131,613 from 132,762
Change-1,149 (-1%)
Value$6.0M (-$34.1K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares129,751 from 128,707
Change+1,044 (+1%)
Value$5.9M (+$65.9K)
Filed 2026-11-02
Prudent Man Advisors, LLC
INCREASED
Shares93,230 from 92,800
Change+430 (+0%)
Value$4.3M (+$32.7K)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares85,080 from 85,596
Change-516 (-1%)
Value$3.9M (-$11.7K)
Filed 2026-10-19
Selby Wealth Management, LLC
INCREASED
Shares82,122 from 80,913
Change+1,209 (+1%)
Value$3.8M (+$66.7K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
DECREASED
Shares79,914 from 79,962
Change-48 (0%)
Value$3.7M (+$9.0K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
DECREASED
Shares76,763 from 76,878
Change-115 (0%)
Value$3.5M (+$5.5K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares71,805 from 652,724
Change-580,919 (-89%)
Value$3.3M (-$26.6M)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
DECREASED
Shares69,886 from 69,981
Change-95 (0%)
Value$3.2M (+$3.2M)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares66,287 from 60,111
Change+6,176 (+10%)
Value$3.0M (+$291.5K)
Filed 2026-11-05
Stonehearth Capital Management, LLC
DECREASED
Shares65,278 from 65,335
Change-57 (0%)
Value$3.0M (+$6.5K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
NEW
Shares64,572
Change+64,572
Value$3.0M
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares64,561 from 54,804
Change+9,757 (+18%)
Value$3.1M (+$585.7K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares60,345 from 62,299
Change-1,954 (-3%)
Value$2.8M (-$80.9K)
Filed 2026-11-05
Community Trust & Investment Co
UNCHANGED
Shares60,340 from 60,340
Change0 (0%)
Value$2.8M (+$8.4K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares60,046 from 60,046
Change0 (0%)
Value$2.8M (+$8.4K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
DECREASED
Shares59,663 from 62,310
Change-2,647 (-4%)
Value$2.7M (-$98.3K)
Filed 2026-10-09
Vise Technologies, Inc.
INCREASED
Shares54,440 from 49,316
Change+5,124 (+10%)
Value$2.5M (+$241.8K)
Filed 2026-10-29
Syntegra Private Wealth Group, LLC
DECREASED
Shares51,562 from 53,814
Change-2,252 (-4%)
Value$2.4M (-$95.7K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares50,514 from 50,779
Change-265 (-1%)
Value$2.3M (-$5.0K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
DECREASED
Shares43,075 from 45,095
Change-2,020 (-4%)
Value$2.0M (-$86.3K)
Filed 2026-10-26
AWM Capital, LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$1.8M (+$5.6K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares39,395 from 39,257
Change+138 (+0%)
Value$1.8M (+$11.8K)
Filed 2026-10-08
Emerald Advisors, LLC
DECREASED
Shares37,624 from 38,183
Change-559 (-1%)
Value$1.7M (-$20.3K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares36,269 from 31,560
Change+4,709 (+15%)
Value$1.7M (+$220.3K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares35,691 from 33,746
Change+1,945 (+6%)
Value$1.6M (+$93.9K)
Filed 2026-11-03
Beacon Financial Advisory LLC
INCREASED
Shares34,778 from 30,585
Change+4,193 (+14%)
Value$1.6M (+$196.5K)
Filed 2026-10-16
Inscription Capital, LLC
UNCHANGED
Shares33,739 from 33,739
Change0 (0%)
Value$1.5M (+$4.7K)
Filed 2026-11-02
NWF Advisory Services Inc.
UNCHANGED
Shares33,319 from 33,319
Change0 (0%)
Value$1.5M (+$4.7K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares30,831 from 27,151
Change+3,680 (+14%)
Value$1.4M (+$172.5K)
Filed 2026-10-20
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares30,167 from 30,696
Change-529 (-2%)
Value$1.4M (-$20.0K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares29,947 from 29,274
Change+673 (+2%)
Value$1.4M (+$35.0K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares28,399 from 30,062
Change-1,663 (-6%)
Value$1.3M (-$72.0K)
Filed 2026-10-28
Richard P Slaughter Associates Inc
DECREASED
Shares27,487 from 27,855
Change-368 (-1%)
Value$1.3M (-$13.0K)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED
Shares25,730 from 26,481
Change-751 (-3%)
Value$1.2M (-$30.7K)
Filed 2026-10-30
Legacy Advisory Services, LLC
NEW
Shares25,339
Change+25,339
Value$1.2M
Filed 2026-10-20
Lunt Capital Management, Inc.
UNCHANGED
Shares25,198 from 25,198
Change0 (0%)
Value$1.2M (+$3.5K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED
Shares23,104 from 23,436
Change-332 (-1%)
Value$1.1M (-$11.9K)
Filed 2026-10-13
Destiny Wealth Partners, LLC
INCREASED
Shares21,984 from 6,551
Change+15,433 (+236%)
Value$1.0M (+$709.5K)
Filed 2026-11-05
Maia Wealth LLC
DECREASED
Shares21,842 from 28,889
Change-7,047 (-24%)
Value$1.0M (-$319.0K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares21,790 from 20,988
Change+802 (+4%)
Value$998.9K (+$39.7K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares20,348 from 18,415
Change+1,933 (+11%)
Value$932.8K (+$91.2K)
Filed 2026-10-15
Blue Water Asset Management
DECREASED
Shares20,076 from 165,031
Change-144,955 (-88%)
Value$920.3K (-$6.6M)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares20,006 from 19,510
Change+496 (+3%)
Value$917.1K (+$25.5K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares18,550 from 17,321
Change+1,229 (+7%)
Value$850.3K (+$61.3K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
DECREASED
Shares16,487 from 16,528
Change-41 (0%)
Value$755.8K (+$434)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares16,424 from 14,085
Change+2,339 (+17%)
Value$752.9K (+$109.2K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares15,526 from 12,026
Change+3,500 (+29%)
Value$716.6K (+$166.9K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares15,512 from 14,757
Change+755 (+5%)
Value$711.1K (+$36.7K)
Filed 2026-11-05
John W. Brooker & Co., CPAs
DECREASED
Shares15,502 from 15,786
Change-284 (-2%)
Value$710.6K (-$10.8K)
Filed 2026-10-21
Cora Capital Advisors LLC
UNCHANGED
Shares15,422 from 15,422
Change0 (0%)
Value$706.9K (+$2.2K)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares15,343 from 15,647
Change-304 (-2%)
Value$703.3K (-$11.7K)
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares14,618 from 14,768
Change-150 (-1%)
Value$670.1K (-$4.8K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares13,911 from 13,558
Change+353 (+3%)
Value$637.7K (+$18.1K)
Filed 2026-10-08
Worth Financial Advisory Group, LLC
INCREASED
Shares13,748 from 13,658
Change+90 (+1%)
Value$630.2K (+$6.0K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares12,667 from 11,248
Change+1,419 (+13%)
Value$579.6K (+$62.5K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares12,186 from 12,151
Change+35 (+0%)
Value$558.6K (+$3.3K)
Filed 2026-10-16
EdgeRock Capital LLC
UNCHANGED
Shares11,455 from 11,455
Change0 (0%)
Value$525.1K (+$1.6K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares11,017 from 11,675
Change-658 (-6%)
Value$505.0K (-$28.5K)
Filed 2026-10-21
Naples Global Advisors, LLC
UNCHANGED
Shares10,779 from 10,779
Change0 (0%)
Value$494.1K (+$1.5K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares10,773 from 10,521
Change+252 (+2%)
Value$493.8K (+$13.0K)
Filed 2026-11-04
Savant Capital, LLC
UNCHANGED
Shares10,339 from 10,339
Change0 (0%)
Value$473.9K (+$1.4K)
Filed 2026-11-06
Cannon Advisors, Inc.
NEW
Shares10,087
Change+10,087
Value$463.6K
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares9,921 from 9,126
Change+795 (+9%)
Value$454.8K (+$37.7K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares9,878
Change+9,878
Value$455.0K
Filed 2026-11-03
Marino, Stram & Associates LLC
INCREASED
Shares9,607 from 9,318
Change+289 (+3%)
Value$440.4K (+$14.5K)
Filed 2026-10-22
Goelzer Investment Management, Inc.
UNCHANGED
Shares8,953 from 8,953
Change0 (0%)
Value$410.4K (+$1.3K)
Filed 2026-10-16
Abner Herrman & Brock LLC
NEW
Shares8,781
Change+8,781
Value$403.0K
Filed 2026-10-20
Legacy Advisors, LLC
DECREASED
Shares8,644 from 8,649
Change-5 (0%)
Value$396.2K (+$976)
Filed 2026-10-19
SFE Investment Counsel
DECREASED
Shares8,137 from 8,654
Change-517 (-6%)
Value$373.0K (-$22.5K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$366.7K (+$1.1K)
Filed 2026-10-16
Cascade Investment Group, Inc.
UNCHANGED
Shares7,747 from 7,747
Change0 (0%)
Value$355.1K (+$1.1K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares7,684 from 7,787
Change-103 (-1%)
Value$352.3K (-$3.6K)
Filed 2026-10-29
Cambridge Advisors Inc.
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$348.4K (+$1.1K)
Filed 2026-10-19
46 Peaks LLC
INCREASED
Shares7,530 from 7,508
Change+22 (+0%)
Value$345.2K (+$2.1K)
Filed 2026-11-03
True Link Financial Advisors, LLC
UNCHANGED
Shares7,237 from 7,237
Change0 (0%)
Value$331.7K (+$1.0K)
Filed 2026-10-27
Apella Capital, LLC
NEW
Shares6,975
Change+6,975
Value$317.7K
Filed 2026-10-08
Verus Capital Partners, LLC
DECREASED
Shares6,887 from 7,203
Change-316 (-4%)
Value$315.7K (-$13.5K)
Filed 2026-11-03
Brighton Jones LLC
DECREASED
Shares6,817 from 7,032
Change-215 (-3%)
Value$312.5K (-$8.9K)
Filed 2026-11-03
Aprio Wealth Management, LLC
UNCHANGED
Shares6,786 from 6,786
Change0 (0%)
Value$311.1K (+$950)
Filed 2026-10-28
Wagner Wealth Management, LLC
DECREASED
Shares6,771 from 6,777
Change-6 (0%)
Value$310.4K (+$709)
Filed 2026-10-21
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares6,767 from 8,117
Change-1,350 (-17%)
Value$310.2K (-$60.7K)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares6,547 from 11,880
Change-5,333 (-45%)
Value$300.1K (-$242.8K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares6,376 from 6,331
Change+45 (+1%)
Value$292.3K (+$3.0K)
Filed 2026-10-26
Global Assets Advisory, LLC
UNCHANGED
Shares6,092 from 6,092
Change0 (0%)
Value$279.5K (+$2.3K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares6,062 from 6,027
Change+35 (+1%)
Value$277.9K (+$2.5K)
Filed 2026-11-06
Sensible Money, LLC
NEW
Shares5,949
Change+5,949
Value$272.7K
Filed 2026-10-20
Asset Dedication, LLC
NEW
Shares5,949
Change+5,949
Value$272.7K
Filed 2026-11-03
SYM Financial Corp
UNCHANGED
Shares5,862 from 5,862
Change0 (0%)
Value$268.7K (+$821)
Filed 2026-10-26
Dala Group, LLC
UNCHANGED
Shares5,803 from 5,803
Change0 (0%)
Value$266.0K (+$813)
Filed 2026-10-29
Optima Capital LLC
INCREASED
Shares5,772 from 5,740
Change+32 (+1%)
Value$264.6K (+$2.3K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
DECREASED
Shares5,642 from 5,776
Change-134 (-2%)
Value$258.6K (-$5.3K)
Filed 2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
UNCHANGED
Shares5,553 from 5,553
Change0 (0%)
Value$254.6K (+$778)
Filed 2026-10-22
Cornerstone Planning Group LLC
UNCHANGED
Shares5,449 from 5,449
Change0 (0%)
Value$249.3K (-$2.8K)
Filed 2026-10-16
Apollon Financial, LLC
UNCHANGED
Shares5,324 from 5,324
Change0 (0%)
Value$244.1K (+$745)
Filed 2026-10-23
Segment Wealth Management, LLC
UNCHANGED
Shares5,270 from 5,270
Change0 (0%)
Value$241.6K (+$738)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
NEW
Shares5,137
Change+5,137
Value$235.5K
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares5,086 from 5,081
Change+5 (+0%)
Value$233.2K (+$978)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares5,048 from 5,044
Change+4 (+0%)
Value$231.4K (+$894)
Filed 2026-11-06
Lantern Wealth Advisors, LLC
DECREASED
Shares4,685 from 4,824
Change-139 (-3%)
Value$214.8K (-$5.7K)
Filed 2026-10-22
Root Financial Partners, LLC
DECREASED
Shares4,430 from 4,626
Change-196 (-4%)
Value$203.1K (-$8.3K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,427 from 6,531
Change-2,104 (-32%)
Value$203.0K (-$95.5K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares4,059
Change+4,059
Value$186.0K
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares3,867 from 1,894
Change+1,973 (+104%)
Value$177.3K (+$90.7K)
Filed 2026-11-06
Montag A & Associates Inc
INCREASED
Shares3,800 from 3,705
Change+95 (+3%)
Value$174.2K (+$4.9K)
Filed 2026-10-29
Salomon & Ludwin, LLC
DECREASED
Shares2,754 from 2,794
Change-40 (-1%)
Value$126.2K (-$800)
Filed 2026-10-29
United Community Bank
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$121.2K (+$370)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares2,543 from 1,561
Change+982 (+63%)
Value$115.5K (+$44.6K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares2,268 from 2,338
Change-70 (-3%)
Value$104.0K (-$2.9K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
DECREASED
Shares1,991 from 2,887
Change-896 (-31%)
Value$91.3K (-$40.7K)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$85.8K (+$262)
Filed 2026-10-28
Harbor Investment Advisory, LLC
DECREASED
Shares1,660 from 1,845
Change-185 (-10%)
Value$76.1K (-$8.2K)
Filed 2026-10-13
Community Bank, N.A.
NEW
Shares1,500
Change+1,500
Value$68.8K
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$56.6K (+$173)
Filed 2026-11-02
Cullen T Bankers, Inc.
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$45.1K (+$138)
Filed 2026-10-28
Tompkins Financial Corp
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$44.8K (+$137)
Filed 2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$43.5K (+$133)
Filed 2026-10-09
Miller Global Investments, LLC
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$41.3K (+$127)
Filed 2026-10-02
Legacy Bridge, LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$40.5K (+$123)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$36.7K (+$112)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares799 from 1,409
Change-610 (-43%)
Value$36.6K (-$27.8K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares712 from 223
Change+489 (+219%)
Value$32.6K (+$22.4K)
Filed 2026-10-16
Mascoma Wealth Management LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$23.1K (+$70)
Filed 2026-10-23
James T. Borello RIA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$22.9K (+$70)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares450 from 436
Change+14 (+3%)
Value$20.6K (+$703)
Filed 2026-11-04
Duncker Streett & Co Inc
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$20.0K (+$61)
Filed 2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$19.5K (+$60)
Filed 2026-11-03
Key Capital Management, Inc
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$15.4K (+$47)
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares300 from 299
Change+1 (+0%)
Value$13.8K (+$19)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$14.0K (+$243)
Filed 2026-10-30
Register Financial Advisors LLC
INCREASED
Shares271 from 269
Change+2 (+1%)
Value$12.4K (+$107)
Filed 2026-10-23
Realta Investment Advisors
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$10.4K (+$61)
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares175 from 250
Change-75 (-30%)
Value$8.0K (-$3.4K)
Filed 2026-10-13
Maseco LLP
DECREASED
Shares170 from 342
Change-172 (-50%)
Value$7.8K (-$7.8K)
Filed 2026-10-27
Abound Wealth Management
NEW
Shares151
Change+151
Value$6.9K
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$6.3K (+$19)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$5.6K (+$17)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares118 from 79
Change+39 (+49%)
Value$5.4K (+$1.8K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares74
Change+74
Value$3.4K
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares73
Change+73
Value$3.3K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.8K (+$9)
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.2K (+$6)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
NEW
Shares43
Change+43
Value$2.0K
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.8K (+$6)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.5K (+$5)
Filed 2026-10-30
Gables Capital Management Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.3K (+$4)
Filed 2026-11-04
West Paces Advisors Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.1K (+$3)
Filed 2026-10-13
TBH Global Asset Management, LLC
CLOSED
Shares0 from 30,326
Change-30,326 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Quantum Financial Planning Services, Inc.
CLOSED
Shares0 from 22,412
Change-22,412 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-14
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 6,576
Change-6,576 (-100%)
Value$0 (-$300.5K)
Filed 2026-10-28
Parsons Capital Management Inc
CLOSED
Shares0 from 4,866
Change-4,866 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 4,786
Change-4,786 (-100%)
Value$0 (-$218.7K)
Filed 2026-10-14
EPG Wealth Management LLC
CLOSED
Shares0 from 2,621
Change-2,621 (-100%)
Value$0 (-$119.8K)
Filed 2026-11-03
Angeles Wealth Management, LLC
CLOSED
Shares0 from 2,377
Change-2,377 (-100%)
Value$0 (-$108.6K)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 1,219
Change-1,219 (-100%)
Value$0 (-$56.4K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-02
Oakworth Capital, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-14
Blue Trust, Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
Wells Fargo & Company
N/A
Shares— from 23,100,548
Change-23,100,548 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,479,772
Change-6,479,772 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,892,976
Change-5,892,976 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,359,985
Change-4,359,985 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,545,671
Change-3,545,671 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,430,266
Change-3,430,266 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,224,902
Change-2,224,902 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,953,987
Change-1,953,987 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,761,338
Change-1,761,338 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,399,236
Change-1,399,236 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,266,757
Change-1,266,757 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,231,419
Change-1,231,419 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,088,067
Change-1,088,067 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,085,058
Change-1,085,058 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,018,994
Change-1,018,994 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,013,286
Change-1,013,286 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,001,766
Change-1,001,766 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 917,704
Change-917,704 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 869,334
Change-869,334 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 869,104
Change-869,104 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 800,098
Change-800,098 (-100%)
Value—
Straightline Group LLC
N/A
Shares— from 757,298
Change-757,298 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 741,552
Change-741,552 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 705,471
Change-705,471 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 701,237
Change-701,237 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 665,408
Change-665,408 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 622,017
Change-622,017 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 610,066
Change-610,066 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 551,936
Change-551,936 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 484,829
Change-484,829 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 449,338
Change-449,338 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 360,916
Change-360,916 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 345,859
Change-345,859 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 335,389
Change-335,389 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 320,611
Change-320,611 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 316,523
Change-316,523 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 303,022
Change-303,022 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 291,728
Change-291,728 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 290,883
Change-290,883 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 282,691
Change-282,691 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 266,966
Change-266,966 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 264,913
Change-264,913 (-100%)
Value—
FCA Corp
N/A
Shares— from 256,458
Change-256,458 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 252,089
Change-252,089 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 242,985
Change-242,985 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 230,370
Change-230,370 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 197,760
Change-197,760 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 176,505
Change-176,505 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 168,494
Change-168,494 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 166,636
Change-166,636 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 158,092
Change-158,092 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 150,547
Change-150,547 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 139,649
Change-139,649 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 136,898
Change-136,898 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 134,265
Change-134,265 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 131,079
Change-131,079 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 130,080
Change-130,080 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 129,617
Change-129,617 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 105,492
Change-105,492 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 105,409
Change-105,409 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 98,265
Change-98,265 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 93,342
Change-93,342 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 89,731
Change-89,731 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 84,703
Change-84,703 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 83,262
Change-83,262 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 81,730
Change-81,730 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 71,407
Change-71,407 (-100%)
Value—
&partners
N/A
Shares— from 68,934
Change-68,934 (-100%)
Value—
Stephens Inc
N/A
Shares— from 64,832
Change-64,832 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 63,138
Change-63,138 (-100%)
Value—
FMR LLC
N/A
Shares— from 60,391
Change-60,391 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 58,520
Change-58,520 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 58,067
Change-58,067 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 57,294
Change-57,294 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 56,161
Change-56,161 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 46,368
Change-46,368 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 39,940
Change-39,940 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 38,552
Change-38,552 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 36,486
Change-36,486 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 32,130
Change-32,130 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 30,878
Change-30,878 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 30,535
Change-30,535 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 29,842
Change-29,842 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 28,279
Change-28,279 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 28,244
Change-28,244 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,382
Change-26,382 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 25,208
Change-25,208 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 23,143
Change-23,143 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 22,194
Change-22,194 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,544
Change-20,544 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,070
Change-20,070 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,766
Change-18,766 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 18,295
Change-18,295 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 18,263
Change-18,263 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,294
Change-17,294 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,185
Change-14,185 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 13,225
Change-13,225 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,699
Change-11,699 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,652
Change-11,652 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,588
Change-11,588 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,431
Change-11,431 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,518
Change-10,518 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,482
Change-10,482 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 8,127
Change-8,127 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,058
Change-6,058 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,311
Change-5,311 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
10Elms LLP
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 849
Change-849 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 800
Change-800 (-100%)
Value—
EFG International AG
N/A
Shares— from 796
Change-796 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 603
Change-603 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 585
Change-585 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 583
Change-583 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 524
Change-524 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 140
Change-140 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 17
Change-17 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Annex Advisory Services, LLC
INCREASED6,435,5326,186,859+248,673+4%$282.7M$295.0M+$12.3M2026-10-16
SigFig Wealth Management, LLC
INCREASED5,128,6974,972,665+156,032+3%$226.5M$235.1M+$8.6M2026-10-07
Vantagepoint Investment Advisers LLC
DECREASED5,093,6125,472,758-379,146-7%$250.1M$233.5M-$16.6M2026-10-26
HB Wealth Management, LLC
INCREASED2,681,2022,594,781+86,421+3%$118.6M$122.9M+$4.3M2026-10-23
Commonwealth Equity Services, LLC
INCREASED2,162,6822,113,048+49,634+2%$96.6M$99.1M+$2.6M2026-11-02
Financial Management Professionals, Inc.
INCREASED1,425,5551,412,055+13,500+1%$64.5M$65.3M+$816.6K2026-10-23
High Probability Advisors, LLC
INCREASED1,111,0891,063,683+47,406+4%$48.6M$50.9M+$2.3M2026-10-19
Lebenthal Global Advisors, LLC
INCREASED802,113794,660+7,453+1%$36.3M$36.8M+$452.9K2026-10-28
American National Bank & Trust
DECREASED658,800770,380-111,580-14%$35.2M$30.2M-$5.0M2026-10-07
LexAurum Advisors, LLC
DECREASED578,229590,479-12,250-2%$27.0M$26.5M-$478.9K2026-10-19
Trail Ridge Investment Advisors, LLC
INCREASED556,840548,908+7,932+1%$25.1M$25.5M+$440.4K2026-10-16
Asset Advisors Investment Management, LLC
INCREASED526,204505,390+20,814+4%$23.1M$24.1M+$1.0M2026-10-19
CoreCap Advisors, LLC
INCREASED506,288503,940+2,348+0%$23.0M$23.2M+$178.2K2026-10-08
Ledyard National Bank
INCREASED487,170486,622+548+0%$22.2M$22.3M+$93.2K2026-10-21
AlphaCore Capital LLC
DECREASED482,756491,001-8,245-2%$22.4M$22.1M-$309.2K2026-11-04
Appleton Partners Inc
INCREASED467,089461,827+5,262+1%$21.1M$21.4M+$305.0K2026-10-30
Baker Ellis Asset Management LLC
DECREASED409,758424,635-14,877-3%$19.4M$18.8M-$622.5K2026-10-14
White Pine Investment Co
DECREASED366,737369,545-2,808-1%$16.9M$16.8M-$77.0K2026-10-15
Hixon Zuercher, LLC
DECREASED355,282526,508-171,226-33%$24.1M$16.3M-$7.8M2026-10-13
Bank of New York Mellon Corp
INCREASED347,317345,516+1,801+1%$15.8M$15.9M+$130.9K2026-11-05
Mengis Capital Management, Inc.
INCREASED317,684309,091+8,593+3%$14.1M$14.6M+$437.2K2026-10-13
GFG Capital, LLC
DECREASED314,776326,323-11,547-4%$14.9M$14.4M-$483.6K2026-10-16
Kings Path Partners LLC
DECREASED279,640281,286-1,646-1%$12.9M$12.8M-$36.1K2026-10-21
Hennion & Walsh Asset Management, Inc.
DECREASED277,404286,713-9,309-3%$13.1M$12.7M-$386.6K2026-10-13
Kestra Advisory Services, LLC
INCREASED277,355257,523+19,832+8%$11.8M$12.7M+$945.1K2026-11-02
Great Point Wealth Advisors, LLC
DECREASED273,919275,946-2,027-1%$12.6M$12.6M-$54.3K2026-10-15
1900 Wealth Management LLC
DECREASED261,558263,198-1,640-1%$12.0M$12.0M-$38.3K2026-10-13
Atwood & Palmer Inc
DECREASED246,568255,696-9,128-4%$11.7M$11.3M-$382.6K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED230,239223,449+6,790+3%$10.2M$10.6M+$342.5K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED227,902230,319-2,417-1%$10.5M$10.4M-$78.5K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED221,781198,572+23,209+12%$9.1M$10.1M+$929.5K2026-10-13
Jeter Robert S II
INCREASED199,342181,174+18,168+10%$8.3M$9.2M+$815.1K2026-10-16
Newman Dignan & Sheerar, Inc.
INCREASED181,672177,814+3,858+2%$8.1M$8.3M+$201.7K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED175,785164,993+10,792+7%$7.5M$8.1M+$518.0K2026-11-02
IFP Advisors, Inc
INCREASED173,714158,811+14,903+9%$7.3M$8.0M+$705.4K2026-10-16
Winthrop Advisory Group LLC
DECREASED131,613132,762-1,149-1%$6.1M$6.0M-$34.1K2026-10-22
Creative Planning
INCREASED129,751128,707+1,044+1%$5.9M$5.9M+$65.9K2026-11-02
Prudent Man Advisors, LLC
INCREASED93,23092,800+430+0%$4.2M$4.3M+$32.7K2026-11-03
Retirement Planning Group, LLC
DECREASED85,08085,596-516-1%$3.9M$3.9M-$11.7K2026-10-19
Selby Wealth Management, LLC
INCREASED82,12280,913+1,209+1%$3.7M$3.8M+$66.7K2026-10-16
Harbor Asset Planning, Inc.
DECREASED79,91479,962-480%$3.7M$3.7M+$9.0K2026-10-23
Elmwood Wealth Management, Inc.
DECREASED76,76376,878-1150%$3.5M$3.5M+$5.5K2026-10-14
Thrivent Financial for Lutherans
DECREASED71,805652,724-580,919-89%$29.8M$3.3M-$26.6M2026-11-05
Capital Advisors, Ltd. LLC
DECREASED69,88669,981-950%$3.2K$3.2M+$3.2M2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED66,28760,111+6,176+10%$2.7M$3.0M+$291.5K2026-11-05
Stonehearth Capital Management, LLC
DECREASED65,27865,335-570%$3.0M$3.0M+$6.5K2026-10-13
Daymark Wealth Partners, LLC
NEW64,572—+64,572——$3.0M—2026-11-04
Truist Financial Corp
INCREASED64,56154,804+9,757+18%$2.5M$3.1M+$585.7K2026-10-30
Fifth Third Bancorp
DECREASED60,34562,299-1,954-3%$2.8M$2.8M-$80.9K2026-11-05
Community Trust & Investment Co
UNCHANGED60,34060,34000%$2.8M$2.8M+$8.4K2026-10-15
Robertson Stephens Wealth Management, LLC
UNCHANGED60,04660,04600%$2.7M$2.8M+$8.4K2026-10-16
Insight Wealth Strategies, LLC
DECREASED59,66362,310-2,647-4%$2.8M$2.7M-$98.3K2026-10-09
Vise Technologies, Inc.
INCREASED54,44049,316+5,124+10%$2.3M$2.5M+$241.8K2026-10-29
Syntegra Private Wealth Group, LLC
DECREASED51,56253,814-2,252-4%$2.5M$2.4M-$95.7K2026-10-13
Kathmere Capital Management, LLC
DECREASED50,51450,779-265-1%$2.3M$2.3M-$5.0K2026-10-20
Patton Albertson Miller Group, LLC
DECREASED43,07545,095-2,020-4%$2.1M$2.0M-$86.3K2026-10-26
AWM Capital, LLC
UNCHANGED40,00040,00000%$1.8M$1.8M+$5.6K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED39,39539,257+138+0%$1.8M$1.8M+$11.8K2026-10-08
Emerald Advisors, LLC
DECREASED37,62438,183-559-1%$1.7M$1.7M-$20.3K2026-10-13
Sowell Financial Services LLC
INCREASED36,26931,560+4,709+15%$1.4M$1.7M+$220.3K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED35,69133,746+1,945+6%$1.5M$1.6M+$93.9K2026-11-03
Beacon Financial Advisory LLC
INCREASED34,77830,585+4,193+14%$1.4M$1.6M+$196.5K2026-10-16
Inscription Capital, LLC
UNCHANGED33,73933,73900%$1.5M$1.5M+$4.7K2026-11-02
NWF Advisory Services Inc.
UNCHANGED33,31933,31900%$1.5M$1.5M+$4.7K2026-10-19
Private Trust Co NA
INCREASED30,83127,151+3,680+14%$1.2M$1.4M+$172.5K2026-10-20
Lee, Kelleher & Klein Wealth Management
DECREASED30,16730,696-529-2%$1.4M$1.4M-$20.0K2026-10-08
Dynamic Advisor Solutions LLC
INCREASED29,94729,274+673+2%$1.3M$1.4M+$35.0K2026-10-13
Glenview Trust Co
DECREASED28,39930,062-1,663-6%$1.4M$1.3M-$72.0K2026-10-28
Richard P Slaughter Associates Inc
DECREASED27,48727,855-368-1%$1.3M$1.3M-$13.0K2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED25,73026,481-751-3%$1.2M$1.2M-$30.7K2026-10-30
Legacy Advisory Services, LLC
NEW25,339—+25,339——$1.2M—2026-10-20
Lunt Capital Management, Inc.
UNCHANGED25,19825,19800%$1.2M$1.2M+$3.5K2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED23,10423,436-332-1%$1.1M$1.1M-$11.9K2026-10-13
Destiny Wealth Partners, LLC
INCREASED21,9846,551+15,433+236%$308.0K$1.0M+$709.5K2026-11-05
Maia Wealth LLC
DECREASED21,84228,889-7,047-24%$1.3M$1.0M-$319.0K2026-10-19
MGO One Seven LLC
INCREASED21,79020,988+802+4%$959.1K$998.9K+$39.7K2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED20,34818,415+1,933+11%$841.6K$932.8K+$91.2K2026-10-15
Blue Water Asset Management
DECREASED20,076165,031-144,955-88%$7.5M$920.3K-$6.6M2026-11-04
Perigon Wealth Management, LLC
INCREASED20,00619,510+496+3%$891.6K$917.1K+$25.5K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED18,55017,321+1,229+7%$789.0K$850.3K+$61.3K2026-10-13
Amplius Wealth Advisors, LLC
DECREASED16,48716,528-410%$755.3K$755.8K+$4342026-10-20
SteelPeak Wealth, LLC
INCREASED16,42414,085+2,339+17%$643.7K$752.9K+$109.2K2026-10-16
Prospera Financial Services Inc
INCREASED15,52612,026+3,500+29%$549.7K$716.6K+$166.9K2026-11-04
US Bancorp \de\
INCREASED15,51214,757+755+5%$674.4K$711.1K+$36.7K2026-11-05
John W. Brooker & Co., CPAs
DECREASED15,50215,786-284-2%$721.4K$710.6K-$10.8K2026-10-21
Cora Capital Advisors LLC
UNCHANGED15,42215,42200%$704.8K$706.9K+$2.2K2026-11-02
Fifth Third Securities, Inc.
DECREASED15,34315,647-304-2%$715.1K$703.3K-$11.7K2026-10-21
Portfolio Resources Advisor Group, Inc.
DECREASED14,61814,768-150-1%$674.9K$670.1K-$4.8K2026-10-20
Farther Finance Advisors, LLC
INCREASED13,91113,558+353+3%$619.6K$637.7K+$18.1K2026-10-08
Worth Financial Advisory Group, LLC
INCREASED13,74813,658+90+1%$624.2K$630.2K+$6.0K2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED12,66711,248+1,419+13%$517.2K$579.6K+$62.5K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED12,18612,151+35+0%$555.3K$558.6K+$3.3K2026-10-16
EdgeRock Capital LLC
UNCHANGED11,45511,45500%$523.5K$525.1K+$1.6K2026-11-03
Assetmark, Inc
DECREASED11,01711,675-658-6%$533.6K$505.0K-$28.5K2026-10-21
Naples Global Advisors, LLC
UNCHANGED10,77910,77900%$492.6K$494.1K+$1.5K2026-11-05
Citigroup Inc
INCREASED10,77310,521+252+2%$480.8K$493.8K+$13.0K2026-11-04
Savant Capital, LLC
UNCHANGED10,33910,33900%$472.5K$473.9K+$1.4K2026-11-06
Cannon Advisors, Inc.
NEW10,087—+10,087——$463.6K—2026-10-14
Founders Financial Securities LLC
INCREASED9,9219,126+795+9%$417.1K$454.8K+$37.7K2026-10-28
M Holdings Securities, Inc.
NEW9,878—+9,878——$455.0K—2026-11-03
Marino, Stram & Associates LLC
INCREASED9,6079,318+289+3%$425.8K$440.4K+$14.5K2026-10-22
Goelzer Investment Management, Inc.
UNCHANGED8,9538,95300%$409.2K$410.4K+$1.3K2026-10-16
Abner Herrman & Brock LLC
NEW8,781—+8,781——$403.0K—2026-10-20
Legacy Advisors, LLC
DECREASED8,6448,649-50%$395.3K$396.2K+$9762026-10-19
SFE Investment Counsel
DECREASED8,1378,654-517-6%$395.5K$373.0K-$22.5K2026-10-29
BFI Wealth Solutions, LLC
UNCHANGED8,0008,00000%$365.6K$366.7K+$1.1K2026-10-16
Cascade Investment Group, Inc.
UNCHANGED7,7477,74700%$354.0K$355.1K+$1.1K2026-10-13
Integrity Alliance, Llc.
DECREASED7,6847,787-103-1%$355.9K$352.3K-$3.6K2026-10-29
Cambridge Advisors Inc.
UNCHANGED7,6007,60000%$347.3K$348.4K+$1.1K2026-10-19
46 Peaks LLC
INCREASED7,5307,508+22+0%$343.1K$345.2K+$2.1K2026-11-03
True Link Financial Advisors, LLC
UNCHANGED7,2377,23700%$330.7K$331.7K+$1.0K2026-10-27
Apella Capital, LLC
NEW6,975—+6,975——$317.7K—2026-10-08
Verus Capital Partners, LLC
DECREASED6,8877,203-316-4%$329.2K$315.7K-$13.5K2026-11-03
Brighton Jones LLC
DECREASED6,8177,032-215-3%$321.4K$312.5K-$8.9K2026-11-03
Aprio Wealth Management, LLC
UNCHANGED6,7866,78600%$310.1K$311.1K+$9502026-10-28
Wagner Wealth Management, LLC
DECREASED6,7716,777-60%$309.7K$310.4K+$7092026-10-21
Strategic Family Wealth Counselors, L.L.C.
DECREASED6,7678,117-1,350-17%$371.0K$310.2K-$60.7K2026-10-29
World Equity Group, Inc.
DECREASED6,54711,880-5,333-45%$542.9K$300.1K-$242.8K2026-10-14
Lanark Financial, Inc.
INCREASED6,3766,331+45+1%$289.3K$292.3K+$3.0K2026-10-26
Global Assets Advisory, LLC
UNCHANGED6,0926,09200%$277.2K$279.5K+$2.3K2026-10-28
Merit Financial Group, LLC
INCREASED6,0626,027+35+1%$275.4K$277.9K+$2.5K2026-11-06
Sensible Money, LLC
NEW5,949—+5,949——$272.7K—2026-10-20
Asset Dedication, LLC
NEW5,949—+5,949——$272.7K—2026-11-03
SYM Financial Corp
UNCHANGED5,8625,86200%$267.9K$268.7K+$8212026-10-26
Dala Group, LLC
UNCHANGED5,8035,80300%$265.2K$266.0K+$8132026-10-29
Optima Capital LLC
INCREASED5,7725,740+32+1%$262.3K$264.6K+$2.3K2026-10-29
Endeavor Private Wealth, Inc.
DECREASED5,6425,776-134-2%$264.0K$258.6K-$5.3K2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
UNCHANGED5,5535,55300%$253.8K$254.6K+$7782026-10-22
Cornerstone Planning Group LLC
UNCHANGED5,4495,44900%$252.1K$249.3K-$2.8K2026-10-16
Apollon Financial, LLC
UNCHANGED5,3245,32400%$243.3K$244.1K+$7452026-10-23
Segment Wealth Management, LLC
UNCHANGED5,2705,27000%$240.8K$241.6K+$7382026-10-26
Integrity Advisory Solutions, LLC
NEW5,137—+5,137——$235.5K—2026-10-29
Kestra Private Wealth Services, LLC
INCREASED5,0865,081+5+0%$232.2K$233.2K+$9782026-11-06
Clearstead Advisors, LLC
INCREASED5,0485,044+4+0%$230.5K$231.4K+$8942026-11-06
Lantern Wealth Advisors, LLC
DECREASED4,6854,824-139-3%$220.5K$214.8K-$5.7K2026-10-22
Root Financial Partners, LLC
DECREASED4,4304,626-196-4%$211.4K$203.1K-$8.3K2026-10-21
Kingswood Wealth Advisors, LLC
DECREASED4,4276,531-2,104-32%$298.5K$203.0K-$95.5K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW4,059—+4,059——$186.0K—2026-10-14
PNC Financial Services Group, Inc.
INCREASED3,8671,894+1,973+104%$86.6K$177.3K+$90.7K2026-11-06
Montag A & Associates Inc
INCREASED3,8003,705+95+3%$169.3K$174.2K+$4.9K2026-10-29
Salomon & Ludwin, LLC
DECREASED2,7542,794-40-1%$127.0K$126.2K-$8002026-10-29
United Community Bank
UNCHANGED2,6452,64500%$120.9K$121.2K+$3702026-10-28
TD Waterhouse Canada Inc.
INCREASED2,5431,561+982+63%$70.9K$115.5K+$44.6K2026-10-16
Parallel Advisors, LLC
DECREASED2,2682,338-70-3%$106.8K$104.0K-$2.9K2026-11-03
Ashton Thomas Securities, LLC
DECREASED1,9912,887-896-31%$131.9K$91.3K-$40.7K2026-10-26
Creative Capital Management Investments LLC
UNCHANGED1,8711,87100%$85.5K$85.8K+$2622026-10-28
Harbor Investment Advisory, LLC
DECREASED1,6601,845-185-10%$84.3K$76.1K-$8.2K2026-10-13
Community Bank, N.A.
NEW1,500—+1,500——$68.8K—2026-11-06
Golden State Wealth Management, LLC
UNCHANGED1,2351,23500%$56.5K$56.6K+$1732026-11-02
Cullen T Bankers, Inc.
UNCHANGED98398300%$44.9K$45.1K+$1382026-10-28
Tompkins Financial Corp
UNCHANGED97897800%$44.7K$44.8K+$1372026-10-05
Armstrong Advisory Group, Inc
UNCHANGED94994900%$43.4K$43.5K+$1332026-10-09
Miller Global Investments, LLC
UNCHANGED90290200%$41.2K$41.3K+$1272026-10-02
Legacy Bridge, LLC
UNCHANGED88388300%$40.4K$40.5K+$1232026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED80080000%$36.6K$36.7K+$1122026-10-20
JFS Wealth Advisors, LLC
DECREASED7991,409-610-43%$64.4K$36.6K-$27.8K2026-11-03
Brown, Lisle Ings, Inc.
INCREASED712223+489+219%$10.2K$32.6K+$22.4K2026-10-16
Mascoma Wealth Management LLC
UNCHANGED50550500%$23.1K$23.1K+$702026-10-23
James T. Borello RIA
UNCHANGED50050000%$22.9K$22.9K+$702026-10-16
Creative Financial Designs Inc
INCREASED450436+14+3%$19.9K$20.6K+$7032026-11-04
Duncker Streett & Co Inc
UNCHANGED43643600%$19.9K$20.0K+$612026-10-27
Ascentis Wealth Management, LLC
UNCHANGED42642600%$19.5K$19.5K+$602026-11-03
Key Capital Management, Inc
UNCHANGED33633600%$15.4K$15.4K+$472026-11-03
RHL Group, LLC
INCREASED300299+1+0%$13.8K$13.8K+$192026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED30030000%$13.7K$14.0K+$2432026-10-30
Register Financial Advisors LLC
INCREASED271269+2+1%$12.3K$12.4K+$1072026-10-23
Realta Investment Advisors
UNCHANGED22722700%$10.4K$10.4K+$612026-10-14
Cape Investment Advisory, Inc.
DECREASED175250-75-30%$11.4K$8.0K-$3.4K2026-10-13
Maseco LLP
DECREASED170342-172-50%$15.6K$7.8K-$7.8K2026-10-27
Abound Wealth Management
NEW151—+151——$6.9K—2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED15015000%$7$7$02026-11-04
Activest Wealth Management
UNCHANGED13813800%$6.3K$6.3K+$192026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED12312300%$5.6K$5.6K+$172026-10-22
MTM Investment Management, LLC
INCREASED11879+39+49%$3.6K$5.4K+$1.8K2026-10-30
Latitude Advisors, LLC
NEW74—+74——$3.4K—2026-10-27
Rossby Financial, LCC
NEW73—+73——$3.3K—2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED616100%$2.8K$2.8K+$92026-11-05
Hilltop National Bank
UNCHANGED474700%$2.1K$2.2K+$62026-10-14
Wilmington Savings Fund Society, FSB
NEW43—+43——$2.0K—2026-10-23
Key FInancial Inc
UNCHANGED393900%$1.8K$1.8K+$62026-11-02
Spire Wealth Management
UNCHANGED333300%$1.5K$1.5K+$52026-10-30
Gables Capital Management Inc.
UNCHANGED292900%$1.3K$1.3K+$42026-11-04
West Paces Advisors Inc.
UNCHANGED232300%$1.1K$1.1K+$32026-10-13
TBH Global Asset Management, LLC
CLOSED030,326-30,326-100%$1.4M$0-$1.4M2026-11-03
Quantum Financial Planning Services, Inc.
CLOSED022,412-22,412-100%$1.0M$0-$1.0M2026-10-14
Heritage Wealth Management, Inc.
CLOSED06,576-6,576-100%$300.5K$0-$300.5K2026-10-28
Parsons Capital Management Inc
CLOSED04,866-4,866-100%$222.4K$0-$222.4K2026-10-28
Patriot Financial Group Insurance Agency, LLC
CLOSED04,786-4,786-100%$218.7K$0-$218.7K2026-10-14
EPG Wealth Management LLC
CLOSED02,621-2,621-100%$119.8K$0-$119.8K2026-11-03
Angeles Wealth Management, LLC
CLOSED02,377-2,377-100%$108.6K$0-$108.6K2026-10-26
Brooklyn FI, LLC
CLOSED01,219-1,219-100%$56.4K$0-$56.4K2026-11-05
Salem Investment Counselors Inc
CLOSED0317-317-100%$14.5K$0-$14.5K2026-10-13
International Assets Investment Management, LLC
CLOSED094-94-100%$4.3K$0-$4.3K2026-11-02
Oakworth Capital, Inc.
CLOSED067-67-100%$3.0K$0-$3.0K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED054-54-100%$2.5K$0-$2.5K2026-10-14
Blue Trust, Inc.
CLOSED045-45-100%$2.1K$0-$2.1K2026-10-15
Wells Fargo & Company
N/A—23,100,548-23,100,548-100%$1.1B———
LPL Financial LLC
N/A—6,479,772-6,479,772-100%$296.1M———
Envestnet Asset Management Inc
N/A—5,892,976-5,892,976-100%$269.3M———
Bank of America Corp
N/A—4,359,985-4,359,985-100%$199.3M———
Betterment LLC
N/A—3,545,671-3,545,671-100%$162.0M———
Morgan Stanley
N/A—3,430,266-3,430,266-100%$156.8M———
Cetera Investment Advisers
N/A—2,224,902-2,224,902-100%$101.7M———
Cerity Partners LLC
N/A—1,953,987-1,953,987-100%$89.3M———
Goldman Sachs Group Inc
N/A—1,761,338-1,761,338-100%$80.5M———
Captrust Financial Advisors
N/A—1,399,236-1,399,236-100%$63.9M———
Principal Securities, Inc.
N/A—1,266,757-1,266,757-100%$57.9M———
United Capital Financial Advisors, LLC
N/A—1,231,419-1,231,419-100%$56.1M———
EP Wealth Advisors, LLC
N/A—1,088,067-1,088,067-100%$49.7M———
Raymond James Financial Inc
N/A—1,085,058-1,085,058-100%$49.6M———
First Foundation Advisors
N/A—1,018,994-1,018,994-100%$46.6M———
UBS Group AG
N/A—1,013,286-1,013,286-100%$46.3M———
OneDigital Investment Advisors LLC
N/A—1,001,766-1,001,766-100%$45.8M———
Royal Bank of Canada
N/A—917,704-917,704-100%$41.9M———
Strategic Financial Services, Inc.
N/A—869,334-869,334-100%$39.7M———
Brio Consultants, LLC
N/A—869,104-869,104-100%$39.7M———
Envestnet Portfolio Solutions, Inc.
N/A—800,098-800,098-100%$36.6M———
Straightline Group LLC
N/A—757,298-757,298-100%$34.6M———
Jane Street Group, LLC
N/A—741,552-741,552-100%$33.9M———
Silver OAK Wealth Advisors Services, LLC
N/A—705,471-705,471-100%$32.2M———
IAG Wealth Partners, LLC
N/A—701,237-701,237-100%$32.0M———
Sanctuary Advisors, LLC
N/A—665,408-665,408-100%$30.4M———
Northwestern Mutual Wealth Management Co
N/A—622,017-622,017-100%$28.4M———
HighTower Advisors, LLC
N/A—610,066-610,066-100%$27.9M———
AQR Capital Management LLC
N/A—551,936-551,936-100%$25.2M———
Paul R. Ried Financial Group, LLC
N/A—484,829-484,829-100%$22.2M———
Kelman-Lazarov, Inc.
N/A—449,338-449,338-100%$20.5M———
Pallas Capital Advisors LLC
N/A—360,916-360,916-100%$16.5M———
Manning & Napier Advisors LLC
N/A—345,859-345,859-100%$15.8M———
Rockefeller Capital Management L.P.
N/A—335,389-335,389-100%$15.3M———
Horizon Family Wealth, Inc.
N/A—320,611-320,611-100%$14.7M———
Janney Montgomery Scott LLC
N/A—316,523-316,523-100%$14.5M———
JPMorgan Chase & Co
N/A—303,022-303,022-100%$13.8M———
Bridgewealth Advisory Group, LLC
N/A—291,728-291,728-100%$13.3M———
Capital Financial Group Inc\co\
N/A—290,883-290,883-100%$13.3M———
Osaic Holdings, Inc.
N/A—282,691-282,691-100%$12.9M———
Kera Capital Partners, Inc.
N/A—266,966-266,966-100%$12.2M———
Integrated Wealth Concepts LLC
N/A—264,913-264,913-100%$12.1M———
FCA Corp
N/A—256,458-256,458-100%$11.7M———
Gladstone Institutional Advisory LLC
N/A—252,089-252,089-100%$11.5M———
Keebeck Wealth Management
N/A—242,985-242,985-100%$11.1M———
Vawter Financial, Ltd.
N/A—230,370-230,370-100%$10.5M———
NewEdge Advisors, LLC
N/A—197,760-197,760-100%$9.0M———
Jones Financial Companies Lllp
N/A—176,505-176,505-100%$8.0M———
Arax Advisory Partners
N/A—168,494-168,494-100%$7.7M———
Baird Financial Group, Inc.
N/A—166,636-166,636-100%$7.6M———
Rothschild Wealth LLC
N/A—158,092-158,092-100%$7.2M———
Quantinno Capital Management LP
N/A—150,547-150,547-100%$6.9M———
Mercer Global Advisors Inc
N/A—139,649-139,649-100%$6.4M———
Anchor Investment Management, LLC
N/A—136,898-136,898-100%$6.3M———
IFC Advisors LLC
N/A—134,265-134,265-100%$6.1M———
Bleakley Financial Group, LLC
N/A—131,079-131,079-100%$6.0M———
CFO4Life Group, LLC
N/A—130,080-130,080-100%$5.9M———
GeoWealth Management, LLC
N/A—129,617-129,617-100%$5.9M———
Orion Porfolio Solutions, LLC
N/A—105,492-105,492-100%$4.8M———
Equitable Holdings, Inc.
N/A—105,409-105,409-100%$4.8M———
Drive Wealth Management, LLC
N/A—98,265-98,265-100%$4.5M———
Cozad Asset Management Inc
N/A—93,342-93,342-100%$4.3M———
SageView Advisory Group, LLC
N/A—89,731-89,731-100%$4.1M———
LifePlan Investment Advisors, Inc.
N/A—84,703-84,703-100%$3.9M———
Vestmark Advisory Solutions, Inc.
N/A—83,262-83,262-100%$3.8M———
Stifel Financial Corp
N/A—81,730-81,730-100%$3.7M———
Clearwater Capital Advisors, LLC
N/A—71,407-71,407-100%$3.3M———
&partners
N/A—68,934-68,934-100%$3.2M———
Stephens Inc
N/A—64,832-64,832-100%$3.0M———
Founders Financial Alliance, LLC
N/A—63,138-63,138-100%$2.9M———
FMR LLC
N/A—60,391-60,391-100%$2.8M———
Regal Investment Advisors LLC
N/A—58,520-58,520-100%$2.7M———
Mariner, LLC
N/A—58,067-58,067-100%$2.7M———
World Investment Advisors
N/A—57,294-57,294-100%$2.5M———
Smartleaf Asset Management LLC
N/A—56,161-56,161-100%$2.6M———
Prostatis Group LLC
N/A—46,368-46,368-100%$2.1M———
Channel Wealth LLC
N/A—39,940-39,940-100%$1.8M———
MML Investors Services, LLC
N/A—38,552-38,552-100%$1.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—36,486-36,486-100%$1.7M———
Integrated Wealthcare, LLC
N/A—32,130-32,130-100%$1.5M———
LaSalle St. Investment Advisors, LLC
N/A—30,878-30,878-100%$1.4M———
Leavell Investment Management, Inc.
N/A—30,535-30,535-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—29,842-29,842-100%$1.4M———
Shelton Capital Management
N/A—28,279-28,279-100%$1.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—28,244-28,244-100%$1.3M———
Advisory Services Network, LLC
N/A—26,382-26,382-100%$1.2M———
Private Advisor Group, LLC
N/A—25,208-25,208-100%$1.2M———
Dopkins Wealth Management, LLC
N/A—23,143-23,143-100%$1.1M———
Private Wealth Asset Management, LLC
N/A—22,194-22,194-100%$1.0M———
Perennial Investment Advisors, LLC
N/A—20,544-20,544-100%$938.9K———
MAI Capital Management
N/A—20,070-20,070-100%$917.2K———
PFG Investments, LLC
N/A—18,766-18,766-100%$857.6K———
Wealthfront Advisers LLC
N/A—18,295-18,295-100%$836.1K———
Transamerica Financial Advisors, LLC
N/A—18,263-18,263-100%$834.7K———
Global Retirement Partners, LLC
N/A—17,294-17,294-100%$790.4K———
Ameriprise Financial Inc
N/A—16,478-16,478-100%$753.1K———
Steward Partners Investment Advisory, LLC
N/A—14,185-14,185-100%$648.2K———
Waddell & Associates, LLC
N/A—13,258-13,258-100%$605.9K———
Ducere Wealth Management LLC
N/A—13,225-13,225-100%$604.4K———
NewEdge Wealth, LLC
N/A—12,645-12,645-100%$577.9K———
Beckerman Institutional, LLC
N/A—12,500-12,500-100%$571.3K———
LRI Investments, LLC
N/A—11,699-11,699-100%$534.6K———
O'shaughnessy Asset Management, LLC
N/A—11,652-11,652-100%$532.5K———
Gateway Wealth Partners, LLC
N/A—11,588-11,588-100%$529.6K———
Northern Trust Corp
N/A—11,431-11,431-100%$522.4K———
IEQ Capital, LLC
N/A—11,213-11,213-100%$512.4K———
UBS Asset Management Americas LLC
N/A—10,518-10,518-100%$480.7K———
Brown Advisory Inc
N/A—10,482-10,482-100%$479.0K———
Waterloo Capital, L.P.
N/A—9,717-9,717-100%$444.1K———
Beacon Pointe Advisors, LLC
N/A—9,437-9,437-100%$431.3K———
Focus Partners Wealth
N/A—8,892-8,892-100%$406.4K———
Round Rock Advisors LLC
N/A—8,790-8,790-100%$401.7K———
Alteri Wealth LLC
N/A—8,696-8,696-100%$397.4K———
Ausdal Financial Partners, Inc.
N/A—8,574-8,574-100%$391.9K———
Shepherd Kaplan Krochuk, LLC
N/A—8,127-8,127-100%$371.4K———
Belpointe Asset Management LLC
N/A—7,010-7,010-100%$320.4K———
Camelot Portfolios, LLC
N/A—6,554-6,554-100%$299.5K———
Morris Financial Concepts, Inc.
N/A—6,359-6,359-100%$290.6K———
Stokes Family Office, LLC
N/A—6,317-6,317-100%$288.7K———
Empirical Asset Management, LLC
N/A—6,058-6,058-100%$276.9K———
Insigneo Advisory Services, LLC
N/A—5,893-5,893-100%$269.3K———
Vanguard Advisers Inc
N/A—5,712-5,712-100%$261.1K———
IHT Wealth Management, LLC
N/A—5,311-5,311-100%$242.7K———
Harbour Investments, Inc.
N/A—5,301-5,301-100%$242.3K———
Hilltop Holdings Inc.
N/A—4,930-4,930-100%$225.3K———
Stratos Wealth Partners, Ltd.
N/A—4,894-4,894-100%$223.7K———
HRT Financial LP
N/A—4,593-4,593-100%$209.0K———
Nuveen, LLC
N/A—4,439-4,439-100%$202.9K———
Franklin Resources Inc
N/A—4,420-4,420-100%$202.0K———
Bank of Montreal
N/A—4,351-4,351-100%$198.8K———
PlanVest Financial, Inc
N/A—3,672-3,672-100%$167.8K———
UMB Bank, n.a.
N/A—3,314-3,314-100%$151.5K———
Blair William & Co
N/A—3,168-3,168-100%$144.8K———
Allworth Financial LP
N/A—3,113-3,113-100%$142.2K———
10Elms LLP
N/A—3,068-3,068-100%$168.6K———
Beaird Harris Wealth Management, LLC
N/A—2,414-2,414-100%$110.3K———
HM Payson & Co
N/A—2,143-2,143-100%$97.9K———
Proffitt & Goodson Inc
N/A—1,733-1,733-100%$79.2K———
MidFirst Bank
N/A—1,645-1,645-100%$75.2K———
CNB Bank
N/A—1,623-1,623-100%$74.2K———
National Bank of Canada
N/A—1,384-1,384-100%$63.6K———
Johnson Financial Group, Inc.
N/A—1,267-1,267-100%$57.9K———
Evelyn Partners Group Ltd
N/A—1,250-1,250-100%$57.1K———
Continuum Advisory, LLC
N/A—1,136-1,136-100%$51.9K———
Brown Brothers Harriman & Co
N/A—1,076-1,076-100%$49.2K———
Vanguard National Trust Co
N/A—1,064-1,064-100%$48.6K———
AE Wealth Management LLC
N/A—906-906-100%$41.4K———
IFG Advisory, LLC
N/A—903-903-100%$41.3K———
Russell Investments Group, Ltd.
N/A—849-849-100%$38.8K———
Colonial Trust Co / SC
N/A—800-800-100%$36.6K———
EFG International AG
N/A—796-796-100%$36.4K———
Hantz Financial Services, Inc.
N/A—688-688-100%$31———
SOA Wealth Advisors, Llc.
N/A—603-603-100%$27.6K———
BlackRock, Inc.
N/A—585-585-100%$26.7K———
Pinney & Scofield, Inc.
N/A—583-583-100%$26.6K———
Atlantic Union Bankshares Corp
N/A—524-524-100%$23.9K———
Aventura Private Wealth, LLC
N/A—509-509-100%$23.3K———
Rialto Wealth Management, LLC
N/A—466-466-100%$21.3K———
Highland Investment Advisors LLC
N/A—433-433-100%$19.8K———
Glen Eagle Advisors, LLC
N/A—337-337-100%$15.4K———
Aptus Capital Advisors, LLC
N/A—300-300-100%$13.7K———
Prestige Wealth Management Group LLC
N/A—141-141-100%$6.5K———
Ancora Advisors LLCA
N/A—140-140-100%$6.4K———
HFM Investment Advisors, LLC
N/A—132-132-100%$6.0K———
Geneos Wealth Management Inc.
N/A—107-107-100%$4.9K———
Cheviot Value Management, LLC
N/A—69-69-100%$3.2K———
BFC Planning, Inc.
N/A—62-62-100%$2.8K———
Medallion Wealth Advisors, LLC
N/A—60-60-100%$2.7K———
Harborfront Financial Group LLC
N/A—35-35-100%$1.6K———
Crews Bank & Trust
N/A—17-17-100%$777———
Fiduciary Financial Advisors
N/A—3-3-100%$137———
Showing 367 of 367 institutions