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Invesco AI and Next GEN Soft (IGPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares566,030 from 516,825
Change+49,205 (+10%)
Value$57.6M (+$3.8M)
Filed 2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED
Shares67,722 from 68,258
Change-536 (-1%)
Value$6.9M (-$219.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares49,511 from 53,777
Change-4,266 (-8%)
Value$5.0M (-$563.0K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares47,948 from 13,051
Change+34,897 (+267%)
Value$4.9M (+$3.5M)
Filed 2026-10-30
Clear Creek Financial Management, LLC
INCREASED
Shares33,767 from 32,398
Change+1,369 (+4%)
Value$3.4M (+$61.1K)
Filed 2026-10-28
Berkshire Money Management, Inc.
DECREASED
Shares33,381 from 224,341
Change-190,960 (-85%)
Value$3.4M (-$20.0M)
Filed 2026-10-21
Opus Capital Group, LLC
UNCHANGED
Shares31,653 from 31,653
Change0 (0%)
Value$3.2M (-$76.0K)
Filed 2026-10-30
Soltis Investment Advisors LLC
INCREASED
Shares23,281 from 15,750
Change+7,531 (+48%)
Value$2.4M (+$727.9K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares21,525 from 30,044
Change-8,519 (-28%)
Value$2.2M (-$938.7K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares20,677 from 20,922
Change-245 (-1%)
Value$2.1M (-$75.3K)
Filed 2026-10-13
M Holdings Securities, Inc.
INCREASED
Shares19,276 from 18,174
Change+1,102 (+6%)
Value$1.7K (-$67)
Filed 2026-11-03
Bay Capital Advisors, LLC
DECREASED
Shares19,131 from 21,753
Change-2,622 (-12%)
Value$1.9M (-$319.1K)
Filed 2026-10-16
Principle Wealth Partners LLC
INCREASED
Shares16,717 from 14,798
Change+1,919 (+13%)
Value$1.7M (+$159.6K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares16,159 from 21,134
Change-4,975 (-24%)
Value$1.6M (-$556.8K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares12,474 from 12,672
Change-198 (-2%)
Value$1.3M (-$50.7K)
Filed 2026-10-08
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares11,132 from 11,393
Change-261 (-2%)
Value$1.1M (-$54.0K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
UNCHANGED
Shares10,541 from 10,541
Change0 (0%)
Value$1.1M (-$25.4K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,097 from 10,086
Change+11 (+0%)
Value$1.0M (+$11.6K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares9,468 from 9,526
Change-58 (-1%)
Value$962.8K (-$28.8K)
Filed 2026-11-02
Aspen Investment Management Inc
INCREASED
Shares8,859 from 8,606
Change+253 (+3%)
Value$901.0K (+$900.1K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares8,536 from 7,776
Change+760 (+10%)
Value$868.0K (+$58.5K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares7,975 from 6,489
Change+1,486 (+23%)
Value$811.0K (+$135.6K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares7,898 from 5,301
Change+2,597 (+49%)
Value$803.1K (+$251.3K)
Filed 2026-10-28
Diversified Enterprises, LLC
UNCHANGED
Shares7,610 from 7,610
Change0 (0%)
Value$773.9K (-$18.3K)
Filed 2026-10-19
National Wealth Management Group, LLC
INCREASED
Shares7,080 from 4,176
Change+2,904 (+70%)
Value$720.0K (+$285.3K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
UNCHANGED
Shares7,039 from 7,039
Change0 (0%)
Value$715.8K (-$17.0K)
Filed 2026-10-21
Rubicon Advisors, GP
INCREASED
Shares6,760 from 6,510
Change+250 (+4%)
Value$687.4K (+$9.7K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares6,598 from 6,608
Change-10 (0%)
Value$671.0K (-$16.9K)
Filed 2026-10-21
Howard Financial Services, Ltd.
UNCHANGED
Shares6,384 from 6,384
Change0 (0%)
Value$649.2K (-$15.4K)
Filed 2026-10-15
Thompson Davis & Co., Inc.
DECREASED
Shares6,375 from 7,475
Change-1,100 (-15%)
Value$648.3K (-$129.9K)
Filed 2026-11-05
Greenspring Advisors, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$579.6K (-$13.7K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares5,665 from 12,200
Change-6,535 (-54%)
Value$576.1K (-$693.9K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares5,523 from 5,330
Change+193 (+4%)
Value$562.0K (+$7.0K)
Filed 2026-10-26
Freestone Capital Holdings, LLC
NEW
Shares5,412
Change+5,412
Value$550.4K
Filed 2026-11-09
AtlasMark Financial, Inc
UNCHANGED
Shares5,124 from 5,124
Change0 (0%)
Value$521.1K (-$12.3K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares4,826 from 4,731
Change+95 (+2%)
Value$436.9K (+$38.6K)
Filed 2026-11-02
Belpointe Asset Management LLC
INCREASED
Shares4,664 from 4,414
Change+250 (+6%)
Value$474.3K (+$14.8K)
Filed 2026-11-09
Novem Group
DECREASED
Shares4,653 from 4,852
Change-199 (-4%)
Value$473.2K (-$31.9K)
Filed 2026-10-19
Focus Financial Network, Inc.
DECREASED
Shares4,459 from 4,480
Change-21 (0%)
Value$453.4K (-$12.9K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
NEW
Shares4,366
Change+4,366
Value$444.0K
Filed 2026-11-09
Acorn Wealth Advisors, LLC
UNCHANGED
Shares4,277 from 4,277
Change0 (0%)
Value$434.9K (-$10.3K)
Filed 2026-10-19
Collier Financial
DECREASED
Shares4,260 from 4,295
Change-35 (-1%)
Value$433.2K (-$13.9K)
Filed 2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$411.8K (-$9.8K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares3,978 from 7,874
Change-3,896 (-49%)
Value$404.5K (-$415.2K)
Filed 2026-11-05
WBH Advisory Inc
UNCHANGED
Shares3,801 from 3,801
Change0 (0%)
Value$386.5K (-$9.2K)
Filed 2026-11-05
Fortune Financial Group, Inc.
UNCHANGED
Shares3,720 from 3,720
Change0 (0%)
Value$378.3K (-$9.0K)
Filed 2026-10-22
Sigma Planning Corp
UNCHANGED
Shares3,626 from 3,626
Change0 (0%)
Value$368.7K (-$8.7K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares3,557 from 3,537
Change+20 (+1%)
Value$362.0K (-$6.0K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares3,431 from 8,072
Change-4,641 (-57%)
Value$348.9K (-$491.4K)
Filed 2026-10-16
Berbice Capital Management LLC
INCREASED
Shares3,116 from 2,616
Change+500 (+19%)
Value$316.9K (+$44.5K)
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares3,075 from 2,997
Change+78 (+3%)
Value$307.5K (-$4.5K)
Filed 2026-10-09
Western Wealth Management, LLC
DECREASED
Shares3,056 from 3,140
Change-84 (-3%)
Value$310.8K (-$16.1K)
Filed 2026-11-09
Procyon Advisors, LLC
INCREASED
Shares2,891 from 2,877
Change+14 (+0%)
Value$294.0K (-$5.5K)
Filed 2026-10-21
Harbour Investments, Inc.
DECREASED
Shares2,871 from 3,259
Change-388 (-12%)
Value$292.0K (-$47.3K)
Filed 2026-11-09
Tritonpoint Wealth, LLC
DECREASED
Shares2,839 from 3,097
Change-258 (-8%)
Value$288.7K (-$33.7K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$274.6K (-$6.5K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares2,678 from 2,403
Change+275 (+11%)
Value$272.4K (+$22.2K)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares2,593
Change+2,593
Value$265.0K
Filed 2026-10-02
Triton Wealth Management, Pllc
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$212.6K (-$33.0K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares2,564 from 2,899
Change-335 (-12%)
Value$260.7K (-$41.0K)
Filed 2026-11-05
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$256.8K (-$6.1K)
Filed 2026-10-21
Grant Private Wealth Management Inc
UNCHANGED
Shares2,457 from 2,457
Change0 (0%)
Value$249.9K (-$5.9K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$245.3K (-$5.8K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares2,349 from 2,512
Change-163 (-6%)
Value$239.0K (-$22.0K)
Filed 2026-10-22
Sherman Wealth Management LLC
INCREASED
Shares2,313 from 2,296
Change+17 (+1%)
Value$235.2K (-$3.8K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares2,247 from 12,367
Change-10,120 (-82%)
Value$228.5K (-$1.1M)
Filed 2026-10-27
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares2,193 from 2,193
Change0 (0%)
Value$223.0K (-$5.3K)
Filed 2026-10-09
United Advisor Group, LLC
DECREASED
Shares2,021 from 2,048
Change-27 (-1%)
Value$205.5K (-$7.7K)
Filed 2026-11-03
MSH Capital Advisors LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$200.8K (-$4.8K)
Filed 2026-11-03
Bank of Montreal
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$178.0K (-$4.2K)
Filed 2026-11-09
Signature Equity Partners, LLC
DECREASED
Shares1,743 from 1,900
Change-157 (-8%)
Value$177.3K (-$20.5K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares1,451 from 645
Change+806 (+125%)
Value$147.6K (+$80.4K)
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$128.1K (-$3.0K)
Filed 2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$126.1K (-$3.0K)
Filed 2026-11-03
Evermay Wealth Management LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$122.0K (-$2.9K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$102.1K (-$2.4K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares928 from 846
Change+82 (+10%)
Value$94.4K (+$6.3K)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$91.5K (-$2.2K)
Filed 2026-10-30
IFG Advisory, LLC
DECREASED
Shares895 from 935
Change-40 (-4%)
Value$91.0K (-$6.3K)
Filed 2026-11-09
Cheviot Value Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$76.3K (-$1.8K)
Filed 2026-11-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$72.7K (-$1.7K)
Filed 2026-10-22
Abound Wealth Management
NEW
Shares650
Change+650
Value$66.1K
Filed 2026-10-26
GGM Financial LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$64.1K (-$1.5K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$61.0K (-$1.4K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$59.6K (-$1.4K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares584 from 479
Change+105 (+22%)
Value$60.8K (+$10.9K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$58.5K (-$1.4K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares550 from 722
Change-172 (-24%)
Value$55.9K (-$19.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$54.5K (-$1.3K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares501 from 426
Change+75 (+18%)
Value$50.9K (+$6.6K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$48.0K (-$1.1K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares412 from 301
Change+111 (+37%)
Value$41.9K (+$10.6K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$40.7K (-$965)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$23.8K (-$564)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$23.8K (-$564)
Filed 2026-10-29
Geneos Wealth Management Inc.
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$22.8K (-$539)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$22.7K (-$537)
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.3K (-$482)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares150
Change+150
Value$15.3K
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$14.0K (+$14.0K)
Filed 2026-11-06
Go Invest LLC
INCREASED
Shares131 from 105
Change+26 (+25%)
Value$13.3K (+$2.4K)
Filed 2026-10-09
Financial Freedom, LLC
NEW
Shares125
Change+125
Value$12.7K
Filed 2026-11-06
First Premier Bank
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$13 ($0)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$11.0K (-$260)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares105
Change+105
Value$10.7K
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$10.2K
Filed 2026-10-09
Archer Investment Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.2K (-$241)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.2K (-$241)
Filed 2026-11-02
Highland Investment Advisors LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.6K (-$157)
Filed 2026-11-09
Trust Co of Vermont
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.1K (-$120)
Filed 2026-10-21
CNB Bank
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.4K (-$103)
Filed 2026-11-09
Armstrong Advisory Group, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (-$48)
Filed 2026-10-09
Nilsine Partners, LLC
CLOSED
Shares0 from 15,232
Change-15,232 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 7,375
Change-7,375 (-100%)
Value$0 (-$767.7K)
Filed 2026-10-13
Prospera Financial Services Inc
CLOSED
Shares0 from 5,291
Change-5,291 (-100%)
Value$0 (-$550.8K)
Filed 2026-11-04
Wellington Shields & Co., LLC
CLOSED
Shares0 from 3,996
Change-3,996 (-100%)
Value$0 (-$416.0K)
Filed 2026-11-03
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 3,633
Change-3,633 (-100%)
Value$0 (-$378.2K)
Filed 2026-10-14
Lido Advisors, LLC
CLOSED
Shares0 from 3,264
Change-3,264 (-100%)
Value$0 (-$339.8K)
Filed 2026-11-04
TritonPoint Partners, LLC
CLOSED
Shares0 from 3,097
Change-3,097 (-100%)
Value$0 (-$322.4K)
Filed 2026-11-05
Davenport & Co LLC
CLOSED
Shares0 from 2,945
Change-2,945 (-100%)
Value$0 (-$306.6K)
Filed 2026-10-14
Western Financial Corp
CLOSED
Shares0 from 2,207
Change-2,207 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$124.9K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$57.4K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-16
UBS Group AG
N/A
Shares— from 675,133
Change-675,133 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 568,267
Change-568,267 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 529,127
Change-529,127 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 275,392
Change-275,392 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 163,491
Change-163,491 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 156,993
Change-156,993 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 149,873
Change-149,873 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 147,342
Change-147,342 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 129,973
Change-129,973 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 101,148
Change-101,148 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 79,323
Change-79,323 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 59,431
Change-59,431 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 47,358
Change-47,358 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 36,886
Change-36,886 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,597
Change-33,597 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,656
Change-26,656 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 25,866
Change-25,866 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 24,073
Change-24,073 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,525
Change-16,525 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,993
Change-15,993 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,698
Change-15,698 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,479
Change-13,479 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,387
Change-11,387 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,871
Change-10,871 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 9,205
Change-9,205 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,052
Change-7,052 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
&partners
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 539
Change-539 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 274
Change-274 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 124
Change-124 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 75
Change-75 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 50
Change-50 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 39
Change-39 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED566,030516,825+49,205+10%$53.8M$57.6M+$3.8M2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED67,72268,258-536-1%$7.1M$6.9M-$219.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED49,51153,777-4,266-8%$5.6M$5.0M-$563.0K2026-11-02
Truist Financial Corp
INCREASED47,94813,051+34,897+267%$1.4M$4.9M+$3.5M2026-10-30
Clear Creek Financial Management, LLC
INCREASED33,76732,398+1,369+4%$3.4M$3.4M+$61.1K2026-10-28
Berkshire Money Management, Inc.
DECREASED33,381224,341-190,960-85%$23.4M$3.4M-$20.0M2026-10-21
Opus Capital Group, LLC
UNCHANGED31,65331,65300%$3.3M$3.2M-$76.0K2026-10-30
Soltis Investment Advisors LLC
INCREASED23,28115,750+7,531+48%$1.6M$2.4M+$727.9K2026-10-28
Kestra Private Wealth Services, LLC
DECREASED21,52530,044-8,519-28%$3.1M$2.2M-$938.7K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED20,67720,922-245-1%$2.2M$2.1M-$75.3K2026-10-13
M Holdings Securities, Inc.
INCREASED19,27618,174+1,102+6%$1.8K$1.7K-$672026-11-03
Bay Capital Advisors, LLC
DECREASED19,13121,753-2,622-12%$2.3M$1.9M-$319.1K2026-10-16
Principle Wealth Partners LLC
INCREASED16,71714,798+1,919+13%$1.5M$1.7M+$159.6K2026-11-02
Commonwealth Equity Services, LLC
DECREASED16,15921,134-4,975-24%$2.2M$1.6M-$556.8K2026-11-02
CoreCap Advisors, LLC
DECREASED12,47412,672-198-2%$1.3M$1.3M-$50.7K2026-10-08
RFG - Bristol Wealth Advisors, LLC
DECREASED11,13211,393-261-2%$1.2M$1.1M-$54.0K2026-10-09
Flagship Harbor Advisors, LLC
UNCHANGED10,54110,54100%$1.1M$1.1M-$25.4K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED10,09710,086+11+0%$998.1K$1.0M+$11.6K2026-10-13
Creative Planning
DECREASED9,4689,526-58-1%$991.7K$962.8K-$28.8K2026-11-02
Aspen Investment Management Inc
INCREASED8,8598,606+253+3%$896$901.0K+$900.1K2026-11-05
Oppenheimer & Co Inc
INCREASED8,5367,776+760+10%$809.5K$868.0K+$58.5K2026-10-26
Kestra Advisory Services, LLC
INCREASED7,9756,489+1,486+23%$675.5K$811.0K+$135.6K2026-11-02
Founders Financial Securities LLC
INCREASED7,8985,301+2,597+49%$551.8K$803.1K+$251.3K2026-10-28
Diversified Enterprises, LLC
UNCHANGED7,6107,61000%$792.2K$773.9K-$18.3K2026-10-19
National Wealth Management Group, LLC
INCREASED7,0804,176+2,904+70%$434.7K$720.0K+$285.3K2026-10-26
SeaCrest Wealth Management, LLC
UNCHANGED7,0397,03900%$732.8K$715.8K-$17.0K2026-10-21
Rubicon Advisors, GP
INCREASED6,7606,510+250+4%$677.7K$687.4K+$9.7K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED6,5986,608-100%$687.9K$671.0K-$16.9K2026-10-21
Howard Financial Services, Ltd.
UNCHANGED6,3846,38400%$664.6K$649.2K-$15.4K2026-10-15
Thompson Davis & Co., Inc.
DECREASED6,3757,475-1,100-15%$778.1K$648.3K-$129.9K2026-11-05
Greenspring Advisors, LLC
UNCHANGED5,7005,70000%$593.4K$579.6K-$13.7K2026-11-05
Independent Financial Group, LLC
DECREASED5,66512,200-6,535-54%$1.3M$576.1K-$693.9K2026-10-13
Park Avenue Securities LLC
INCREASED5,5235,330+193+4%$555.0K$562.0K+$7.0K2026-10-26
Freestone Capital Holdings, LLC
NEW5,412—+5,412——$550.4K—2026-11-09
AtlasMark Financial, Inc
UNCHANGED5,1245,12400%$533.4K$521.1K-$12.3K2026-10-13
Sovran Advisors, LLC
INCREASED4,8264,731+95+2%$398.2K$436.9K+$38.6K2026-11-02
Belpointe Asset Management LLC
INCREASED4,6644,414+250+6%$459.5K$474.3K+$14.8K2026-11-09
Novem Group
DECREASED4,6534,852-199-4%$505.1K$473.2K-$31.9K2026-10-19
Focus Financial Network, Inc.
DECREASED4,4594,480-210%$466.4K$453.4K-$12.9K2026-10-14
Great Valley Advisor Group, Inc.
NEW4,366—+4,366——$444.0K—2026-11-09
Acorn Wealth Advisors, LLC
UNCHANGED4,2774,27700%$445.2K$434.9K-$10.3K2026-10-19
Collier Financial
DECREASED4,2604,295-35-1%$447.1K$433.2K-$13.9K2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED4,0504,05000%$421.6K$411.8K-$9.8K2026-10-08
Fifth Third Bancorp
DECREASED3,9787,874-3,896-49%$819.7K$404.5K-$415.2K2026-11-05
WBH Advisory Inc
UNCHANGED3,8013,80100%$395.7K$386.5K-$9.2K2026-11-05
Fortune Financial Group, Inc.
UNCHANGED3,7203,72000%$387.3K$378.3K-$9.0K2026-10-22
Sigma Planning Corp
UNCHANGED3,6263,62600%$377.4K$368.7K-$8.7K2026-10-23
Thrivent Financial for Lutherans
INCREASED3,5573,537+20+1%$368.0K$362.0K-$6.0K2026-11-05
Concurrent Investment Advisors, LLC
DECREASED3,4318,072-4,641-57%$840.3K$348.9K-$491.4K2026-10-16
Berbice Capital Management LLC
INCREASED3,1162,616+500+19%$272.3K$316.9K+$44.5K2026-10-13
Sound Income Strategies, LLC
INCREASED3,0752,997+78+3%$312.0K$307.5K-$4.5K2026-10-09
Western Wealth Management, LLC
DECREASED3,0563,140-84-3%$326.9K$310.8K-$16.1K2026-11-09
Procyon Advisors, LLC
INCREASED2,8912,877+14+0%$299.5K$294.0K-$5.5K2026-10-21
Harbour Investments, Inc.
DECREASED2,8713,259-388-12%$339.3K$292.0K-$47.3K2026-11-09
Tritonpoint Wealth, LLC
DECREASED2,8393,097-258-8%$322.4K$288.7K-$33.7K2026-10-19
Axxcess Wealth Management, LLC
UNCHANGED2,7002,70000%$281.1K$274.6K-$6.5K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED2,6782,403+275+11%$250.2K$272.4K+$22.2K2026-11-04
Polaris Financial Partners
NEW2,593—+2,593——$265.0K—2026-10-02
Triton Wealth Management, Pllc
UNCHANGED2,5702,57000%$245.6K$212.6K-$33.0K2026-11-04
Bank of New York Mellon Corp
DECREASED2,5642,899-335-12%$301.8K$260.7K-$41.0K2026-11-05
Lauterbach Financial Advisors, LLC
UNCHANGED2,5252,52500%$262.9K$256.8K-$6.1K2026-10-21
Grant Private Wealth Management Inc
UNCHANGED2,4572,45700%$255.8K$249.9K-$5.9K2026-10-19
Cyndeo Wealth Partners, LLC
UNCHANGED2,4132,41300%$251.1K$245.3K-$5.8K2026-10-16
Wedbush Securities Inc
DECREASED2,3492,512-163-6%$261.0K$239.0K-$22.0K2026-10-22
Sherman Wealth Management LLC
INCREASED2,3132,296+17+1%$239.0K$235.2K-$3.8K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED2,24712,367-10,120-82%$1.3M$228.5K-$1.1M2026-10-27
Dale Q Rice Investment Management Ltd
UNCHANGED2,1932,19300%$228.3K$223.0K-$5.3K2026-10-09
United Advisor Group, LLC
DECREASED2,0212,048-27-1%$213.2K$205.5K-$7.7K2026-11-03
MSH Capital Advisors LLC
UNCHANGED1,9751,97500%$205.6K$200.8K-$4.8K2026-11-03
Bank of Montreal
UNCHANGED1,7501,75000%$182.2K$178.0K-$4.2K2026-11-09
Signature Equity Partners, LLC
DECREASED1,7431,900-157-8%$197.8K$177.3K-$20.5K2026-10-29
US Bancorp \de\
INCREASED1,451645+806+125%$67.1K$147.6K+$80.4K2026-11-05
Bokf, NA
UNCHANGED1,2601,26000%$131.2K$128.1K-$3.0K2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED1,2401,24000%$129.1K$126.1K-$3.0K2026-11-03
Evermay Wealth Management LLC
UNCHANGED1,2001,20000%$124.9K$122.0K-$2.9K2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED1,0041,00400%$104.5K$102.1K-$2.4K2026-11-03
Assetmark, Inc
INCREASED928846+82+10%$88.1K$94.4K+$6.3K2026-10-21
Compass Financial Management LLC
UNCHANGED90090000%$93.7K$91.5K-$2.2K2026-10-30
IFG Advisory, LLC
DECREASED895935-40-4%$97.3K$91.0K-$6.3K2026-11-09
Cheviot Value Management, LLC
UNCHANGED75075000%$78.1K$76.3K-$1.8K2026-11-09
Indiana Trust & Investment Management Co
UNCHANGED71571500%$74.4K$72.7K-$1.7K2026-10-22
Abound Wealth Management
NEW650—+650——$66.1K—2026-10-26
GGM Financial LLC
UNCHANGED63163100%$65.7K$64.1K-$1.5K2026-11-05
Westside Investment Management, Inc.
UNCHANGED60060000%$62.5K$61.0K-$1.4K2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED58658600%$61.0K$59.6K-$1.4K2026-10-23
Allworth Financial LP
INCREASED584479+105+22%$49.9K$60.8K+$10.9K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED57557500%$59.9K$58.5K-$1.4K2026-11-06
IFP Advisors, Inc
DECREASED550722-172-24%$75.2K$55.9K-$19.2K2026-10-16
Farther Finance Advisors, LLC
UNCHANGED53653600%$55.8K$54.5K-$1.3K2026-10-08
Blue Trust, Inc.
INCREASED501426+75+18%$44.3K$50.9K+$6.6K2026-10-15
Private Trust Co NA
UNCHANGED47247200%$49.1K$48.0K-$1.1K2026-10-20
Parallel Advisors, LLC
INCREASED412301+111+37%$31.3K$41.9K+$10.6K2026-11-03
Strengthening Families & Communities, LLC
UNCHANGED40040000%$41.7K$40.7K-$9652026-10-21
Asset Dedication, LLC
UNCHANGED23423400%$24.4K$23.8K-$5642026-11-03
NorthAvenue LLC
UNCHANGED23423400%$24.4K$23.8K-$5642026-10-29
Geneos Wealth Management Inc.
UNCHANGED22422400%$23.3K$22.8K-$5392026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED22322300%$23.2K$22.7K-$5372026-11-04
Register Financial Advisors LLC
UNCHANGED20020000%$20.8K$20.3K-$4822026-10-23
Jacobi Capital Management LLC
NEW150—+150——$15.3K—2026-11-05
Coston, McIsaac & Partners
UNCHANGED13813800%$14$14.0K+$14.0K2026-11-06
Go Invest LLC
INCREASED131105+26+25%$10.9K$13.3K+$2.4K2026-10-09
Financial Freedom, LLC
NEW125—+125——$12.7K—2026-11-06
First Premier Bank
UNCHANGED12512500%$13$13$02026-10-13
Creative Financial Designs Inc
UNCHANGED10810800%$11.2K$11.0K-$2602026-11-04
Nova Financial LLC
NEW105—+105——$10.7K—2026-11-04
GK Wealth Management LLC
NEW100—+100——$10.2K—2026-10-09
Archer Investment Corp
UNCHANGED10010000%$10.4K$10.2K-$2412026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED10010000%$10.4K$10.2K-$2412026-11-02
Highland Investment Advisors LLC
UNCHANGED656500%$6.8K$6.6K-$1572026-11-09
Trust Co of Vermont
UNCHANGED505000%$5.2K$5.1K-$1202026-10-21
CNB Bank
UNCHANGED434300%$4.5K$4.4K-$1032026-11-09
Armstrong Advisory Group, Inc
UNCHANGED202000%$2.1K$2.0K-$482026-10-09
Nilsine Partners, LLC
CLOSED015,232-15,232-100%$1.6M$0-$1.6M2026-11-02
Hennion & Walsh Asset Management, Inc.
CLOSED07,375-7,375-100%$767.7K$0-$767.7K2026-10-13
Prospera Financial Services Inc
CLOSED05,291-5,291-100%$550.8K$0-$550.8K2026-11-04
Wellington Shields & Co., LLC
CLOSED03,996-3,996-100%$416.0K$0-$416.0K2026-11-03
MinichMacGregor Wealth Management, LLC
CLOSED03,633-3,633-100%$378.2K$0-$378.2K2026-10-14
Lido Advisors, LLC
CLOSED03,264-3,264-100%$339.8K$0-$339.8K2026-11-04
TritonPoint Partners, LLC
CLOSED03,097-3,097-100%$322.4K$0-$322.4K2026-11-05
Davenport & Co LLC
CLOSED02,945-2,945-100%$306.6K$0-$306.6K2026-10-14
Western Financial Corp
CLOSED02,207-2,207-100%$229.7K$0-$229.7K2026-10-14
Institute for Wealth Management, Llc.
CLOSED01,200-1,200-100%$124.9K$0-$124.9K2026-11-06
International Assets Investment Management, LLC
CLOSED0573-573-100%$57.4K$0-$57.4K2026-11-02
Pension & Wealth Management Advisors, Inc.
CLOSED0100-100-100%$10.4K$0-$10.4K2026-10-16
UBS Group AG
N/A—675,133-675,133-100%$70.3M———
Morgan Stanley
N/A—568,267-568,267-100%$59.2M———
HighTower Advisors, LLC
N/A—529,127-529,127-100%$55.1M———
Ameriprise Financial Inc
N/A—275,392-275,392-100%$28.7M———
Bank of America Corp
N/A—163,491-163,491-100%$17.0M———
Jones Financial Companies Lllp
N/A—156,993-156,993-100%$15.5M———
Raymond James Financial Inc
N/A—149,873-149,873-100%$15.6M———
Susquehanna International Group, LLP
N/A—147,342-147,342-100%$15.3M———
Osaic Holdings, Inc.
N/A—129,973-129,973-100%$13.5M———
Royal Bank of Canada
N/A—101,148-101,148-100%$10.5M———
Cetera Investment Advisers
N/A—79,323-79,323-100%$8.3M———
Private Advisor Group, LLC
N/A—59,431-59,431-100%$6.2M———
Marshall Wace, LLP
N/A—47,358-47,358-100%$4.9M———
Flow Traders U.S. LLC
N/A—36,886-36,886-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—33,597-33,597-100%$3.5M———
Envestnet Asset Management Inc
N/A—26,656-26,656-100%$2.8M———
Indie Asset Partners, LLC
N/A—25,866-25,866-100%$2.7M———
Stifel Financial Corp
N/A—24,073-24,073-100%$2.5M———
Quantinno Capital Management LP
N/A—16,525-16,525-100%$1.7M———
Bawa N Mallick Trust
N/A—16,500-16,500-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—15,993-15,993-100%$1.7M———
MML Investors Services, LLC
N/A—15,698-15,698-100%$1.6M———
HSBC Holdings PLC
N/A—13,600-13,600-100%$1.4M———
EP Wealth Advisors, LLC
N/A—13,479-13,479-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—11,387-11,387-100%$1.2M———
Cresset Asset Management, LLC
N/A—10,871-10,871-100%$1.1M———
CIBC Bancorp USA Inc.
N/A—10,500-10,500-100%$1.1M———
Captrust Financial Advisors
N/A—9,415-9,415-100%$980.1K———
Pacific SUN Financial Corp
N/A—9,205-9,205-100%$958.2K———
Brookwood Investment Group LLC
N/A—8,766-8,766-100%$912.5K———
Mutual Advisors, LLC
N/A—8,749-8,749-100%$910.8K———
AQR Capital Management LLC
N/A—8,160-8,160-100%$849.5K———
GTS Securities LLC
N/A—7,491-7,491-100%$779.8K———
Sandy Cove Advisors, LLC
N/A—7,052-7,052-100%$734.1K———
Equitable Holdings, Inc.
N/A—6,140-6,140-100%$639.2K———
Proficio Capital Partners LLC
N/A—6,000-6,000-100%$624.6K———
Wealthspire Advisors, LLC
N/A—5,289-5,289-100%$550.6K———
Mariner, LLC
N/A—5,260-5,260-100%$547.6K———
NewEdge Advisors, LLC
N/A—5,152-5,152-100%$536.3K———
Focus Partners Wealth
N/A—4,516-4,516-100%$470.1K———
FMR LLC
N/A—4,463-4,463-100%$464.6K———
Flputnam Investment Management Co
N/A—4,350-4,350-100%$452.8K———
Cerity Partners LLC
N/A—4,122-4,122-100%$429.1K———
LRI Investments, LLC
N/A—3,855-3,855-100%$401.3K———
NewEdge Wealth, LLC
N/A—3,781-3,781-100%$393.6K———
Jane Street Group, LLC
N/A—3,750-3,750-100%$390.4K———
PFG Investments, LLC
N/A—3,442-3,442-100%$358.3K———
OneDigital Investment Advisors LLC
N/A—3,238-3,238-100%$337.1K———
AE Wealth Management LLC
N/A—3,170-3,170-100%$330.0K———
&partners
N/A—3,017-3,017-100%$314.1K———
Glenmede Trust Co NA
N/A—3,000-3,000-100%$312.3K———
GWN Securities Inc.
N/A—2,836-2,836-100%$295.3K———
Neuberger Berman Group LLC
N/A—2,748-2,748-100%$286.1K———
Pathstone Holdings, LLC
N/A—2,715-2,715-100%$282.6K———
Beacon Pointe Advisors, LLC
N/A—2,693-2,693-100%$280.3K———
Janney Montgomery Scott LLC
N/A—2,660-2,660-100%$277.0K———
IHT Wealth Management, LLC
N/A—2,511-2,511-100%$261.4K———
Sanctuary Advisors, LLC
N/A—2,459-2,459-100%$256.0K———
Capital Advisors Inc
N/A—2,400-2,400-100%$249.8K———
Stratos Wealth Partners, Ltd.
N/A—2,210-2,210-100%$230.1K———
Steward Partners Investment Advisory, LLC
N/A—2,035-2,035-100%$211.8K———
Regatta Research & Money Management
N/A—2,008-2,008-100%$208.9K———
Founders Financial Alliance, LLC
N/A—1,804-1,804-100%$187.8K———
Centaurus Financial, Inc.
N/A—1,783-1,783-100%$186.0K———
Wells Fargo & Company
N/A—1,613-1,613-100%$167.9K———
Global Retirement Partners, LLC
N/A—1,596-1,596-100%$166.2K———
JPMorgan Chase & Co
N/A—1,230-1,230-100%$124.6K———
Strategic Wealth Partners, Ltd.
N/A—600-600-100%$62.5K———
Rialto Wealth Management, LLC
N/A—593-593-100%$61.7K———
SOA Wealth Advisors, Llc.
N/A—539-539-100%$56.1K———
Mpwm Advisory Solutions, LLC
N/A—320-320-100%$33.3K———
Qube Research & Technologies Ltd
N/A—274-274-100%$28.5K———
Edmond de Rothschild Holding S.A.
N/A—250-250-100%$26.0K———
Aptus Capital Advisors, LLC
N/A—217-217-100%$22.6K———
Marshall Investment Management, LLC
N/A—174-174-100%$18.1K———
Fiduciary Financial Advisors
N/A—124-124-100%$12.9K———
Federation des caisses Desjardins du Quebec
N/A—75-75-100%$7.8K———
National Bank of Canada
N/A—50-50-100%$5.2K———
Harborfront Financial Group LLC
N/A—44-44-100%$4.6K———
SHP Wealth Management
N/A—39-39-100%$4.1K———
Mcguire Capital Advisors Inc
N/A—22-22-100%$2.3K———
HM Payson & Co
N/A—10-10-100%$1.0K———
Coppell Advisory Solutions LLC
N/A—1-1-100%$1.3M———
Showing 207 of 207 institutions