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Invesco Large Cap Growth ETF (PWB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,369,321 from 1,917,599
Change+451,722 (+24%)
Value$384.2M (+$61.1M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares311,747 from 305,105
Change+6,642 (+2%)
Value$50.6M (-$848.0K)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
NEW
Shares210,728
Change+210,728
Value$34.2M
Filed 2026-10-20
Center for Wealth Management Advisory
INCREASED
Shares207,500 from 204,459
Change+3,041 (+1%)
Value$33.6M (-$796.9K)
Filed 2026-10-23
ACT Wealth Management, LLC
DECREASED
Shares195,922 from 215,222
Change-19,300 (-9%)
Value$31.8M (-$4.5M)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
INCREASED
Shares143,763 from 124,307
Change+19,456 (+16%)
Value$23.3M (+$2.4M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares142,711 from 115,202
Change+27,509 (+24%)
Value$23.1M (+$3.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares118,037 from 140,053
Change-22,016 (-16%)
Value$19.1M (-$4.5M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares95,760 from 97,528
Change-1,768 (-2%)
Value$15.5M (-$902.0K)
Filed 2026-10-30
WIN Advisors, Inc
DECREASED
Shares95,620 from 120,372
Change-24,752 (-21%)
Value$15.5M (-$4.8M)
Filed 2026-11-06
Capital Investment Counsel, LLC
DECREASED
Shares89,953 from 90,826
Change-873 (-1%)
Value$14.6M (-$714.7K)
Filed 2026-10-14
Welch Financial Planning, LLC
INCREASED
Shares65,111 from 53,401
Change+11,710 (+22%)
Value$10.6M (+$1.6M)
Filed 2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED
Shares53,927 from 53,941
Change-14 (0%)
Value$8.7M (-$342.6K)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares43,623 from 44,884
Change-1,261 (-3%)
Value$7.1M (-$487.7K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares43,441 from 45,194
Change-1,753 (-4%)
Value$7.0M (-$569.4K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares35,409 from 34,644
Change+765 (+2%)
Value$5.7M (-$94.6K)
Filed 2026-10-30
Firestone Capital Management
DECREASED
Shares33,417 from 33,487
Change-70 (0%)
Value$5.4M (-$222.7K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares29,499 from 34,149
Change-4,650 (-14%)
Value$4.4M (-$995.5K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares27,936 from 7,201
Change+20,735 (+288%)
Value$4.5M (+$3.3M)
Filed 2026-10-16
Institute for Wealth Management, Llc.
UNCHANGED
Shares27,904 from 27,904
Change0 (0%)
Value$4.5M (-$176.1K)
Filed 2026-11-06
Level Four Advisory Services, LLC
NEW
Shares25,181
Change+25,181
Value$4.1M
Filed 2026-11-06
Firethorn Wealth Partners, LLC
DECREASED
Shares24,730 from 28,889
Change-4,159 (-14%)
Value$4.0M (-$856.7K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares23,621 from 23,887
Change-266 (-1%)
Value$3.8M (-$193.9K)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares22,468 from 11,350
Change+11,118 (+98%)
Value$3.6M (+$1.7M)
Filed 2026-10-21
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares22,022 from 22,022
Change0 (0%)
Value$3.6M (-$139.0K)
Filed 2026-11-02
Wespac Advisors, LLC
NEW
Shares20,736
Change+20,736
Value$3.4M
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares19,862 from 16,797
Change+3,065 (+18%)
Value$3.2M (+$390.9K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares19,538 from 19,478
Change+60 (+0%)
Value$3.2M (-$113.2K)
Filed 2026-11-06
Titleist Asset Management, LLC
INCREASED
Shares18,822 from 17,775
Change+1,047 (+6%)
Value$3.1M (+$57.6K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares17,561 from 16,935
Change+626 (+4%)
Value$2.8M (-$5.4K)
Filed 2026-10-08
Post Resch Tallon Group Inc.
INCREASED
Shares16,562 from 13,609
Change+2,953 (+22%)
Value$2.7M (+$393.0K)
Filed 2026-10-09
RiverTree Advisors, LLC
INCREASED
Shares16,561 from 14,378
Change+2,183 (+15%)
Value$2.7M (+$263.2K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares16,264 from 14,849
Change+1,415 (+10%)
Value$2.6M (+$135.7K)
Filed 2026-11-05
Peck Wealth Management, LLC
DECREASED
Shares16,262 from 18,142
Change-1,880 (-10%)
Value$2.6M (-$419.3K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED
Shares15,844 from 15,844
Change0 (0%)
Value$2.6M (+$120.1K)
Filed 2026-10-19
Prism Advisors, Inc.
DECREASED
Shares12,946 from 13,767
Change-821 (-6%)
Value$2.1M (-$205.1K)
Filed 2026-10-09
Investors Research Corp
DECREASED
Shares12,483 from 13,048
Change-565 (-4%)
Value$2.0M (-$173.9K)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares12,334 from 12,330
Change+4 (+0%)
Value$2.0M (-$77.2K)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares11,228 from 11,508
Change-280 (-2%)
Value$1.8M (-$118.0K)
Filed 2026-10-14
Caldwell Trust Co
NEW
Shares11,152
Change+11,152
Value$1.8M
Filed 2026-10-30
Apollon Wealth Management, LLC
DECREASED
Shares11,008 from 12,116
Change-1,108 (-9%)
Value$1.8M (-$256.1K)
Filed 2026-10-23
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares10,626 from 10,911
Change-285 (-3%)
Value$1.7M (-$115.1K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares10,365 from 10,387
Change-22 (0%)
Value$1.7M (-$69.1K)
Filed 2026-10-16
Keybank National Association
UNCHANGED
Shares9,930 from 9,930
Change0 (0%)
Value$1.6M (-$62.7K)
Filed 2026-11-04
Certified Advisory Corp
NEW
Shares8,724
Change+8,724
Value$1.4M
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares8,251 from 8,179
Change+72 (+1%)
Value$1.2M (-$159.8K)
Filed 2026-11-04
Secure Asset Management, LLC
DECREASED
Shares7,756 from 7,773
Change-17 (0%)
Value$1.3M (-$51.8K)
Filed 2026-10-19
Steinberganna Wealth Management
UNCHANGED
Shares7,173 from 7,173
Change0 (0%)
Value$1.2M (-$45.3K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares7,158 from 6,943
Change+215 (+3%)
Value$1.2M (-$8.9K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares6,780 from 7,054
Change-274 (-4%)
Value$1.1M (-$88.9K)
Filed 2026-11-03
Harmony Asset Management LLC
INCREASED
Shares6,739 from 6,557
Change+182 (+3%)
Value$1.1M (-$11.9K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares6,608 from 5,691
Change+917 (+16%)
Value$1.1M (+$112.9K)
Filed 2026-11-06
Maia Wealth LLC
DECREASED
Shares6,585 from 7,927
Change-1,342 (-17%)
Value$1.1M (-$267.6K)
Filed 2026-10-19
Oppenheimer & Co Inc
DECREASED
Shares6,477 from 7,014
Change-537 (-8%)
Value$1.1M (-$131.3K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED
Shares6,370 from 6,370
Change0 (0%)
Value$1.0M (-$40.2K)
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares5,853 from 5,933
Change-80 (-1%)
Value$949.1K (-$50.4K)
Filed 2026-10-14
Strategy Asset Managers LLC
UNCHANGED
Shares5,847 from 5,847
Change0 (0%)
Value$948.1K (-$36.9K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,736 from 5,240
Change+496 (+9%)
Value$936.7K (+$86.0K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares5,563 from 5,261
Change+302 (+6%)
Value$902.0K (+$15.8K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares5,464 from 5,504
Change-40 (-1%)
Value$885.9K (-$41.2K)
Filed 2026-10-26
Covenant Asset Management, LLC
DECREASED
Shares5,324 from 5,838
Change-514 (-9%)
Value$863.3K (-$120.2K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares4,843 from 4,925
Change-82 (-2%)
Value$785.3K (-$44.4K)
Filed 2026-10-16
Wedmont Private Capital
NEW
Shares4,819
Change+4,819
Value$787.0K
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares4,338 from 5,063
Change-725 (-14%)
Value$703.4K (-$149.5K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares3,722 from 3,609
Change+113 (+3%)
Value$603.6K (-$4.5K)
Filed 2026-10-20
Urban Wealth Management, LLC
INCREASED
Shares3,487 from 2,922
Change+565 (+19%)
Value$565.4K (+$73.2K)
Filed 2026-10-21
Money Concepts Capital Corp
INCREASED
Shares3,436 from 2,001
Change+1,435 (+72%)
Value$557.1K (+$220.1K)
Filed 2026-11-06
PKS Advisory Services, LLC
UNCHANGED
Shares3,407 from 3,407
Change0 (0%)
Value$573.9K ($0)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares3,336 from 7,436
Change-4,100 (-55%)
Value$541.0K (-$711.7K)
Filed 2026-10-21
Eagle Bay Advisors LLC
UNCHANGED
Shares3,301 from 3,301
Change0 (0%)
Value$535.3K (-$20.8K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
INCREASED
Shares3,226 from 3,164
Change+62 (+2%)
Value$523.2K (-$9.9K)
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares3,223 from 3,223
Change0 (0%)
Value$522.6K (-$20.3K)
Filed 2026-10-26
Carrera Capital Advisors
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$495.4K (-$19.3K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$492.9K (-$19.2K)
Filed 2026-10-29
Nations Financial Group Inc,
DECREASED
Shares2,981 from 3,781
Change-800 (-21%)
Value$483.4K (-$153.6K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$459.5K (-$17.9K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares2,483 from 2,533
Change-50 (-2%)
Value$402.6K (-$24.1K)
Filed 2026-11-04
Choreo, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$376.2K (-$14.6K)
Filed 2026-10-28
Verum Partners LLC
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$375.9K (-$14.6K)
Filed 2026-10-21
Centurion Wealth Management LLC
UNCHANGED
Shares2,304 from 2,304
Change0 (0%)
Value$373.6K (-$14.5K)
Filed 2026-10-13
Alamar Capital Management, LLC
INCREASED
Shares2,256 from 2,250
Change+6 (+0%)
Value$365.8K (-$13.2K)
Filed 2026-11-02
Park Avenue Securities LLC
UNCHANGED
Shares2,237 from 2,237
Change0 (0%)
Value$363.0K (-$14.0K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$365.3K (+$14.1K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares2,079 from 1,813
Change+266 (+15%)
Value$337.1K (+$31.7K)
Filed 2026-10-16
Key Capital Management, Inc
NEW
Shares2,027
Change+2,027
Value$328.6K
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares1,971 from 1,988
Change-17 (-1%)
Value$319.5K (-$7.6K)
Filed 2026-10-13
Bfsg, LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$304.8K (-$11.9K)
Filed 2026-10-30
Brookstone Capital Management
NEW
Shares1,836
Change+1,836
Value$297.7K
Filed 2026-10-22
Horizon Wealth Management, LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$287.8K (-$11.2K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares1,754 from 1,642
Change+112 (+7%)
Value$284.4K (+$7.8K)
Filed 2026-11-04
Intrua Financial, LLC
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$278.1K (-$10.8K)
Filed 2026-10-28
Cullen T Bankers, Inc.
NEW
Shares1,658
Change+1,658
Value$268.8K
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares1,615 from 1,617
Change-2 (0%)
Value$261.8K (-$10.5K)
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares1,596 from 1,485
Change+111 (+7%)
Value$258.8K (+$8.6K)
Filed 2026-11-02
Seneca Financial Advisors LLC
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$256.5K (-$10.0K)
Filed 2026-10-28
Serenity Investment Advisors
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$251.3K (+$9.6K)
Filed 2026-10-30
Sovran Advisors, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$234.7K (+$13.8K)
Filed 2026-11-02
Avaii Wealth Management, LLC
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$249.5K (-$3.9K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
INCREASED
Shares1,352 from 1,201
Change+151 (+13%)
Value$219.2K (+$16.9K)
Filed 2026-10-16
Sigma Planning Corp
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$208.5K (-$8.1K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares1,138 from 1,053
Change+85 (+8%)
Value$184.5K (+$7.1K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,089 from 1,155
Change-66 (-6%)
Value$176.6K (-$18.0K)
Filed 2026-10-27
Allworth Financial LP
NEW
Shares1,050
Change+1,050
Value$176.9K
Filed 2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$164.1K (-$6.4K)
Filed 2026-10-05
Eastern Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$162.2K (-$6.3K)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$117.1K (-$4.6K)
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$105.4K (-$4.1K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$97.6K (-$3.8K)
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$81.1K (-$3.2K)
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$78.7K (-$3.1K)
Filed 2026-11-06
GoalVest Advisory LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$66.7K (-$2.6K)
Filed 2026-10-02
CX Institutional
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$57 (-$2)
Filed 2026-10-02
Jacobi Capital Management LLC
NEW
Shares341
Change+341
Value$55.2K
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$43.0K (-$1.7K)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$26 (-$1)
Filed 2026-10-16
Fortitude Family Office, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$24.2K (-$941)
Filed 2026-10-14
Bank & Trust Co
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$23.4K (-$908)
Filed 2026-10-07
Beacon Capital Management, Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$22.2K (-$864)
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$13.3K (-$518)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.7K (-$221)
Filed 2026-10-01
CoreCap Advisors, LLC
NEW
Shares33
Change+33
Value$5.4K
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares8
Change+8
Value$1.3K
Filed 2026-10-21
Hoey Investments, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (-$44)
Filed 2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$892 (-$35)
Filed 2026-11-03
Citigroup Inc
NEW
Shares1
Change+1
Value$162
Filed 2026-11-04
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 17,709
Change-17,709 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
First Nebraska Trust Co
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$310.6K)
Filed 2026-10-30
Ritholtz Wealth Management
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$219.0K)
Filed 2026-11-05
Thrivent Financial for Lutherans
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,076
Change-1,076 (-100%)
Value$0 (-$176.2K)
Filed 2026-11-02
Larson Financial Group LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 915,160
Change-915,160 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 730,757
Change-730,757 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 580,687
Change-580,687 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 334,047
Change-334,047 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 231,529
Change-231,529 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 172,951
Change-172,951 (-100%)
Value—
UBS Group AG
N/A
Shares— from 165,763
Change-165,763 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 160,799
Change-160,799 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 143,104
Change-143,104 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 137,847
Change-137,847 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 135,429
Change-135,429 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 123,695
Change-123,695 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 115,120
Change-115,120 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 114,865
Change-114,865 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 111,487
Change-111,487 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 111,298
Change-111,298 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 110,338
Change-110,338 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 91,100
Change-91,100 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 87,023
Change-87,023 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 79,580
Change-79,580 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 78,013
Change-78,013 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 75,094
Change-75,094 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 68,254
Change-68,254 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 53,570
Change-53,570 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 49,443
Change-49,443 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 45,920
Change-45,920 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 42,634
Change-42,634 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 38,987
Change-38,987 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 34,763
Change-34,763 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 27,753
Change-27,753 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 25,596
Change-25,596 (-100%)
Value—
Croban
N/A
Shares— from 25,037
Change-25,037 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 24,545
Change-24,545 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,903
Change-22,903 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,983
Change-21,983 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 20,138
Change-20,138 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 18,089
Change-18,089 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 18,074
Change-18,074 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 17,272
Change-17,272 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,936
Change-16,936 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,282
Change-15,282 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,239
Change-15,239 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 13,465
Change-13,465 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 12,267
Change-12,267 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,101
Change-11,101 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,111
Change-9,111 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,752
Change-8,752 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,498
Change-8,498 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 8,337
Change-8,337 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,337
Change-8,337 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,169
Change-8,169 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,106
Change-8,106 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,761
Change-2,761 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
&partners
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 686
Change-686 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 549
Change-549 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 246
Change-246 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 83
Change-83 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,369,3211,917,599+451,722+24%$323.0M$384.2M+$61.1M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED311,747305,105+6,642+2%$51.4M$50.6M-$848.0K2026-11-02
Adamsbrown Wealth Consultants LLC
NEW210,728—+210,728——$34.2M—2026-10-20
Center for Wealth Management Advisory
INCREASED207,500204,459+3,041+1%$34.4M$33.6M-$796.9K2026-10-23
ACT Wealth Management, LLC
DECREASED195,922215,222-19,300-9%$36.3M$31.8M-$4.5M2026-10-09
Cornerstone Wealth Management, LLC
INCREASED143,763124,307+19,456+16%$20.9M$23.3M+$2.4M2026-11-04
Kestra Advisory Services, LLC
INCREASED142,711115,202+27,509+24%$19.4M$23.1M+$3.7M2026-11-02
Commonwealth Equity Services, LLC
DECREASED118,037140,053-22,016-16%$23.6M$19.1M-$4.5M2026-11-02
Truist Financial Corp
DECREASED95,76097,528-1,768-2%$16.4M$15.5M-$902.0K2026-10-30
WIN Advisors, Inc
DECREASED95,620120,372-24,752-21%$20.3M$15.5M-$4.8M2026-11-06
Capital Investment Counsel, LLC
DECREASED89,95390,826-873-1%$15.3M$14.6M-$714.7K2026-10-14
Welch Financial Planning, LLC
INCREASED65,11153,401+11,710+22%$9.0M$10.6M+$1.6M2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED53,92753,941-140%$9.1M$8.7M-$342.6K2026-11-03
Meridian Wealth Management, LLC
DECREASED43,62344,884-1,261-3%$7.6M$7.1M-$487.7K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED43,44145,194-1,753-4%$7.6M$7.0M-$569.4K2026-10-13
Spire Wealth Management
INCREASED35,40934,644+765+2%$5.8M$5.7M-$94.6K2026-10-30
Firestone Capital Management
DECREASED33,41733,487-700%$5.6M$5.4M-$222.7K2026-11-03
Chicago Partners Investment Group LLC
DECREASED29,49934,149-4,650-14%$5.4M$4.4M-$995.5K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED27,9367,201+20,735+288%$1.2M$4.5M+$3.3M2026-10-16
Institute for Wealth Management, Llc.
UNCHANGED27,90427,90400%$4.7M$4.5M-$176.1K2026-11-06
Level Four Advisory Services, LLC
NEW25,181—+25,181——$4.1M—2026-11-06
Firethorn Wealth Partners, LLC
DECREASED24,73028,889-4,159-14%$4.9M$4.0M-$856.7K2026-10-14
Founders Financial Securities LLC
DECREASED23,62123,887-266-1%$4.0M$3.8M-$193.9K2026-10-28
Fifth Third Securities, Inc.
INCREASED22,46811,350+11,118+98%$1.9M$3.6M+$1.7M2026-10-21
Ullmann Wealth Partners Group, LLC
UNCHANGED22,02222,02200%$3.7M$3.6M-$139.0K2026-11-02
Wespac Advisors, LLC
NEW20,736—+20,736——$3.4M—2026-10-26
Wealthcare Advisory Partners LLC
INCREASED19,86216,797+3,065+18%$2.8M$3.2M+$390.9K2026-10-21
Merit Financial Group, LLC
INCREASED19,53819,478+60+0%$3.3M$3.2M-$113.2K2026-11-06
Titleist Asset Management, LLC
INCREASED18,82217,775+1,047+6%$3.0M$3.1M+$57.6K2026-10-08
Farther Finance Advisors, LLC
INCREASED17,56116,935+626+4%$2.9M$2.8M-$5.4K2026-10-08
Post Resch Tallon Group Inc.
INCREASED16,56213,609+2,953+22%$2.3M$2.7M+$393.0K2026-10-09
RiverTree Advisors, LLC
INCREASED16,56114,378+2,183+15%$2.4M$2.7M+$263.2K2026-10-13
Fifth Third Bancorp
INCREASED16,26414,849+1,415+10%$2.5M$2.6M+$135.7K2026-11-05
Peck Wealth Management, LLC
DECREASED16,26218,142-1,880-10%$3.1M$2.6M-$419.3K2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED15,84415,84400%$2.4M$2.6M+$120.1K2026-10-19
Prism Advisors, Inc.
DECREASED12,94613,767-821-6%$2.3M$2.1M-$205.1K2026-10-09
Investors Research Corp
DECREASED12,48313,048-565-4%$2.2M$2.0M-$173.9K2026-10-07
Parallel Advisors, LLC
INCREASED12,33412,330+4+0%$2.1M$2.0M-$77.2K2026-11-03
Focus Financial Network, Inc.
DECREASED11,22811,508-280-2%$1.9M$1.8M-$118.0K2026-10-14
Caldwell Trust Co
NEW11,152—+11,152——$1.8M—2026-10-30
Apollon Wealth Management, LLC
DECREASED11,00812,116-1,108-9%$2.0M$1.8M-$256.1K2026-10-23
Fiscal Wisdom Wealth Management, LLC
DECREASED10,62610,911-285-3%$1.8M$1.7M-$115.1K2026-10-16
IFP Advisors, Inc
DECREASED10,36510,387-220%$1.7M$1.7M-$69.1K2026-10-16
Keybank National Association
UNCHANGED9,9309,93000%$1.7M$1.6M-$62.7K2026-11-04
Certified Advisory Corp
NEW8,724—+8,724——$1.4M—2026-10-29
Prospera Financial Services Inc
INCREASED8,2518,179+72+1%$1.4M$1.2M-$159.8K2026-11-04
Secure Asset Management, LLC
DECREASED7,7567,773-170%$1.3M$1.3M-$51.8K2026-10-19
Steinberganna Wealth Management
UNCHANGED7,1737,17300%$1.2M$1.2M-$45.3K2026-10-23
Creative Planning
INCREASED7,1586,943+215+3%$1.2M$1.2M-$8.9K2026-11-02
RFG Advisory, LLC
DECREASED6,7807,054-274-4%$1.2M$1.1M-$88.9K2026-11-03
Harmony Asset Management LLC
INCREASED6,7396,557+182+3%$1.1M$1.1M-$11.9K2026-10-20
PNC Financial Services Group, Inc.
INCREASED6,6085,691+917+16%$958.7K$1.1M+$112.9K2026-11-06
Maia Wealth LLC
DECREASED6,5857,927-1,342-17%$1.3M$1.1M-$267.6K2026-10-19
Oppenheimer & Co Inc
DECREASED6,4777,014-537-8%$1.2M$1.1M-$131.3K2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED6,3706,37000%$1.1M$1.0M-$40.2K2026-10-19
Mather Group, Llc.
DECREASED5,8535,933-80-1%$999.5K$949.1K-$50.4K2026-10-14
Strategy Asset Managers LLC
UNCHANGED5,8475,84700%$985.0K$948.1K-$36.9K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED5,7365,240+496+9%$850.8K$936.7K+$86.0K2026-10-13
Private Trust Co NA
INCREASED5,5635,261+302+6%$886.3K$902.0K+$15.8K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED5,4645,504-40-1%$927.1K$885.9K-$41.2K2026-10-26
Covenant Asset Management, LLC
DECREASED5,3245,838-514-9%$983.5K$863.3K-$120.2K2026-10-14
Beacon Financial Advisory LLC
DECREASED4,8434,925-82-2%$829.7K$785.3K-$44.4K2026-10-16
Wedmont Private Capital
NEW4,819—+4,819——$787.0K—2026-10-09
Kestra Private Wealth Services, LLC
DECREASED4,3385,063-725-14%$852.9K$703.4K-$149.5K2026-11-06
Integrated Advisors Network LLC
INCREASED3,7223,609+113+3%$608.0K$603.6K-$4.5K2026-10-20
Urban Wealth Management, LLC
INCREASED3,4872,922+565+19%$492.2K$565.4K+$73.2K2026-10-21
Money Concepts Capital Corp
INCREASED3,4362,001+1,435+72%$337.0K$557.1K+$220.1K2026-11-06
PKS Advisory Services, LLC
UNCHANGED3,4073,40700%$573.9K$573.9K$02026-10-26
Axxcess Wealth Management, LLC
DECREASED3,3367,436-4,100-55%$1.3M$541.0K-$711.7K2026-10-21
Eagle Bay Advisors LLC
UNCHANGED3,3013,30100%$556.1K$535.3K-$20.8K2026-10-16
Harbor Asset Planning, Inc.
INCREASED3,2263,164+62+2%$533.1K$523.2K-$9.9K2026-10-23
Total Clarity Wealth Management, Inc.
UNCHANGED3,2233,22300%$542.9K$522.6K-$20.3K2026-10-26
Carrera Capital Advisors
UNCHANGED3,0553,05500%$514.7K$495.4K-$19.3K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED3,0403,04000%$512.1K$492.9K-$19.2K2026-10-29
Nations Financial Group Inc,
DECREASED2,9813,781-800-21%$636.9K$483.4K-$153.6K2026-11-05
Paragon Private Wealth Management, LLC
UNCHANGED2,8342,83400%$477.4K$459.5K-$17.9K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED2,4832,533-50-2%$426.7K$402.6K-$24.1K2026-11-04
Choreo, LLC
UNCHANGED2,3202,32000%$390.8K$376.2K-$14.6K2026-10-28
Verum Partners LLC
UNCHANGED2,3182,31800%$390.5K$375.9K-$14.6K2026-10-21
Centurion Wealth Management LLC
UNCHANGED2,3042,30400%$388.1K$373.6K-$14.5K2026-10-13
Alamar Capital Management, LLC
INCREASED2,2562,250+6+0%$379.0K$365.8K-$13.2K2026-11-02
Park Avenue Securities LLC
UNCHANGED2,2372,23700%$377.0K$363.0K-$14.0K2026-10-26
Allspring Global Investments Holdings, LLC
UNCHANGED2,2002,20000%$351.1K$365.3K+$14.1K2026-11-04
PFG Advisors
INCREASED2,0791,813+266+15%$305.4K$337.1K+$31.7K2026-10-16
Key Capital Management, Inc
NEW2,027—+2,027——$328.6K—2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED1,9711,988-17-1%$327.1K$319.5K-$7.6K2026-10-13
Bfsg, LLC
UNCHANGED1,8801,88000%$316.7K$304.8K-$11.9K2026-10-30
Brookstone Capital Management
NEW1,836—+1,836——$297.7K—2026-10-22
Horizon Wealth Management, LLC
UNCHANGED1,7751,77500%$299.0K$287.8K-$11.2K2026-11-02
Lido Advisors, LLC
INCREASED1,7541,642+112+7%$276.6K$284.4K+$7.8K2026-11-04
Intrua Financial, LLC
UNCHANGED1,7151,71500%$288.9K$278.1K-$10.8K2026-10-28
Cullen T Bankers, Inc.
NEW1,658—+1,658——$268.8K—2026-10-28
Balance Wealth Partners LLC
DECREASED1,6151,617-20%$272.3K$261.8K-$10.5K2026-10-27
Key FInancial Inc
INCREASED1,5961,485+111+7%$250.2K$258.8K+$8.6K2026-11-02
Seneca Financial Advisors LLC
UNCHANGED1,5821,58200%$266.5K$256.5K-$10.0K2026-10-28
Serenity Investment Advisors
UNCHANGED1,5501,55000%$241.8K$251.3K+$9.6K2026-10-30
Sovran Advisors, LLC
UNCHANGED1,5201,52000%$221.0K$234.7K+$13.8K2026-11-02
Avaii Wealth Management, LLC
UNCHANGED1,5041,50400%$253.4K$249.5K-$3.9K2026-10-09
Opal Wealth Advisors, LLC
INCREASED1,3521,201+151+13%$202.3K$219.2K+$16.9K2026-10-16
Sigma Planning Corp
UNCHANGED1,2861,28600%$216.6K$208.5K-$8.1K2026-10-23
Assetmark, Inc
INCREASED1,1381,053+85+8%$177.4K$184.5K+$7.1K2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED1,0891,155-66-6%$194.6K$176.6K-$18.0K2026-10-27
Allworth Financial LP
NEW1,050—+1,050——$176.9K—2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED1,0121,01200%$170.5K$164.1K-$6.4K2026-10-05
Eastern Bank
UNCHANGED1,0001,00000%$168.5K$162.2K-$6.3K2026-10-05
Ashton Thomas Private Wealth, LLC
UNCHANGED72272200%$121.6K$117.1K-$4.6K2026-11-03
PFS Partners, LLC
UNCHANGED65065000%$109.5K$105.4K-$4.1K2026-10-21
US Bancorp \de\
UNCHANGED60260200%$101.4K$97.6K-$3.8K2026-11-05
Bokf, NA
UNCHANGED50050000%$84.2K$81.1K-$3.2K2026-10-27
Clearstead Advisors, LLC
UNCHANGED48548500%$81.7K$78.7K-$3.1K2026-11-06
GoalVest Advisory LLC
UNCHANGED41141100%$69.3K$66.7K-$2.6K2026-10-02
CX Institutional
UNCHANGED35035000%$59$57-$22026-10-02
Jacobi Capital Management LLC
NEW341—+341——$55.2K—2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED26526500%$44.6K$43.0K-$1.7K2026-10-13
Hanson & Doremus Investment Management
UNCHANGED15815800%$27$26-$12026-10-16
Fortitude Family Office, LLC
UNCHANGED14914900%$25.1K$24.2K-$9412026-10-14
Bank & Trust Co
UNCHANGED14414400%$24.3K$23.4K-$9082026-10-07
Beacon Capital Management, Inc.
UNCHANGED13713700%$23.1K$22.2K-$8642026-10-13
Archer Investment Corp
UNCHANGED828200%$13.8K$13.3K-$5182026-11-05
Noble Wealth Management PBC
UNCHANGED353500%$5.9K$5.7K-$2212026-10-01
CoreCap Advisors, LLC
NEW33—+33——$5.4K—2026-10-08
Root Financial Partners, LLC
NEW8—+8——$1.3K—2026-10-21
Hoey Investments, Inc
UNCHANGED7700%$1.2K$1.1K-$442026-10-29
JFS Wealth Advisors, LLC
UNCHANGED6600%$927$892-$352026-11-03
Citigroup Inc
NEW1—+1——$162—2026-11-04
Elevation Capital Advisory, LLC
CLOSED017,709-17,709-100%$3.0M$0-$3.0M2026-10-29
First Nebraska Trust Co
CLOSED01,844-1,844-100%$310.6K$0-$310.6K2026-10-30
Ritholtz Wealth Management
CLOSED01,300-1,300-100%$219.0K$0-$219.0K2026-11-05
Thrivent Financial for Lutherans
CLOSED01,200-1,200-100%$202.0K$0-$202.0K2026-11-05
International Assets Investment Management, LLC
CLOSED01,076-1,076-100%$176.2K$0-$176.2K2026-11-02
Larson Financial Group LLC
CLOSED024-24-100%$4.0K$0-$4.0K2026-11-05
Morgan Stanley
N/A—915,160-915,160-100%$154.2M———
Raymond James Financial Inc
N/A—730,757-730,757-100%$123.1M———
Bank of America Corp
N/A—580,687-580,687-100%$97.8M———
Ameriprise Financial Inc
N/A—334,047-334,047-100%$56.2M———
Osaic Holdings, Inc.
N/A—231,529-231,529-100%$39.0M———
Garden State Investment Advisory Services LLC
N/A—172,951-172,951-100%$29.1M———
UBS Group AG
N/A—165,763-165,763-100%$27.9M———
Wharton Business Group, LLC
N/A—160,799-160,799-100%$27.1M———
Wells Fargo & Company
N/A—143,104-143,104-100%$24.1M———
Goldman Sachs Group Inc
N/A—137,847-137,847-100%$23.2M———
Royal Bank of Canada
N/A—135,429-135,429-100%$22.8M———
Private Advisor Group, LLC
N/A—123,695-123,695-100%$20.8M———
Equitable Holdings, Inc.
N/A—115,120-115,120-100%$19.4M———
Stratos Wealth Partners, Ltd.
N/A—114,865-114,865-100%$19.4M———
Envestnet Asset Management Inc
N/A—111,487-111,487-100%$18.8M———
Anderson Financial Strategies, LLC
N/A—111,298-111,298-100%$17.4M———
Jones Financial Companies Lllp
N/A—110,338-110,338-100%$17.6M———
Two Sigma Investments, LP
N/A—91,100-91,100-100%$15.3M———
Regal Investment Advisors LLC
N/A—87,023-87,023-100%$14.7M———
Baird Financial Group, Inc.
N/A—79,580-79,580-100%$13.4M———
Cetera Investment Advisers
N/A—78,013-78,013-100%$13.1M———
MML Investors Services, LLC
N/A—75,094-75,094-100%$12.7M———
Captrust Financial Advisors
N/A—68,254-68,254-100%$11.5M———
Prostatis Group LLC
N/A—53,570-53,570-100%$9.0M———
Rockefeller Capital Management L.P.
N/A—49,443-49,443-100%$8.3M———
Pathstone Holdings, LLC
N/A—45,920-45,920-100%$7.7M———
AssuredPartners Investment Advisors, LLC
N/A—42,634-42,634-100%$7.2M———
Forge Financial Services LLC
N/A—38,987-38,987-100%$6.6M———
JPL Wealth Management, LLC
N/A—34,763-34,763-100%$5.9M———
Keating Financial Advisory Services, Inc.
N/A—27,753-27,753-100%$4.7M———
United Capital Financial Advisors, LLC
N/A—25,596-25,596-100%$4.3M———
Croban
N/A—25,037-25,037-100%$4.2M———
Janney Montgomery Scott LLC
N/A—24,545-24,545-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—22,903-22,903-100%$3.9M———
FMR LLC
N/A—21,983-21,983-100%$3.7M———
Rollins Financial Advisors, LLC
N/A—20,138-20,138-100%$3.4M———
Bleakley Financial Group, LLC
N/A—18,089-18,089-100%$3.0M———
Thoroughbred Financial Services, LLC
N/A—18,074-18,074-100%$3.0M———
Balanced Wealth Group LLC
N/A—17,272-17,272-100%$2.9M———
NewEdge Advisors, LLC
N/A—16,936-16,936-100%$2.9M———
Empirical Asset Management, LLC
N/A—15,282-15,282-100%$2.6M———
Beacon Pointe Advisors, LLC
N/A—15,239-15,239-100%$2.6M———
Tobias Financial Advisors, Inc.
N/A—13,465-13,465-100%$2.3M———
World Investment Advisors
N/A—12,667-12,667-100%$1.6M———
Wealthspire Retirement, LLC
N/A—12,267-12,267-100%$2.1M———
Stifel Financial Corp
N/A—11,101-11,101-100%$1.9M———
Hershey Financial Advisers, LLC
N/A—11,055-11,055-100%$1.9M———
IHT Wealth Management, LLC
N/A—10,615-10,615-100%$1.8M———
Waverly Advisors, LLC
N/A—9,111-9,111-100%$1.5M———
HRT Financial LP
N/A—8,752-8,752-100%$1.5M———
PFG Investments, LLC
N/A—8,623-8,623-100%$1.5M———
JPMorgan Chase & Co
N/A—8,498-8,498-100%$1.4M———
Empowered Funds, LLC
N/A—8,337-8,337-100%$1.4M———
Cambria Investment Management, L.P.
N/A—8,337-8,337-100%$1.4M———
Susquehanna International Group, LLP
N/A—8,169-8,169-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—8,106-8,106-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—7,852-7,852-100%$1.3M———
Global Retirement Partners, LLC
N/A—7,608-7,608-100%$1.3M———
Mariner, LLC
N/A—6,612-6,612-100%$1.1M———
Benjamin Edwards Inc
N/A—6,550-6,550-100%$1.1M———
HighPoint Advisor Group LLC
N/A—6,191-6,191-100%$1.0M———
Glenmede Trust Co NA
N/A—5,842-5,842-100%$984.1K———
OneAscent Financial Services LLC
N/A—5,003-5,003-100%$842.8K———
Ameritas Advisory Services, LLC
N/A—4,959-4,959-100%$835.4K———
Bawa N Mallick Trust
N/A—4,709-4,709-100%$793.3K———
Ausdal Financial Partners, Inc.
N/A—4,590-4,590-100%$773.3K———
Blair William & Co
N/A—4,440-4,440-100%$748.0K———
Invesco Ltd.
N/A—4,302-4,302-100%$724.7K———
J. M. Brown & Associates Inc.
N/A—4,244-4,244-100%$714.9K———
Quantinno Capital Management LP
N/A—4,031-4,031-100%$679.1K———
Darwin Wealth Management, LLC
N/A—4,000-4,000-100%$673.8K———
HighTower Advisors, LLC
N/A—3,893-3,893-100%$655.8K———
HFG Advisors, Inc.
N/A—3,850-3,850-100%$648.6K———
Chancellor Financial Group WB LP
N/A—3,749-3,749-100%$631.5K———
Regatta Research & Money Management
N/A—3,623-3,623-100%$610.2K———
Mercer Global Advisors Inc
N/A—3,616-3,616-100%$609.2K———
Traction Financial Partners, LLC
N/A—3,553-3,553-100%$598.5K———
Gateway Wealth Partners, LLC
N/A—3,533-3,533-100%$595.2K———
Independent Advisor Alliance
N/A—3,512-3,512-100%$591.6K———
Western Wealth Management, LLC
N/A—3,482-3,482-100%$586.5K———
Northwestern Mutual Wealth Management Co
N/A—3,115-3,115-100%$524.8K———
IAM Advisory, LLC
N/A—3,065-3,065-100%$516.3K———
Schrum Private Wealth Management LLC
N/A—3,050-3,050-100%$288.1K———
Principal Securities, Inc.
N/A—2,902-2,902-100%$488.9K———
O'shaughnessy Asset Management, LLC
N/A—2,815-2,815-100%$474.2K———
Summit Financial, LLC
N/A—2,761-2,761-100%$465.1K———
Horizon Family Wealth, Inc.
N/A—2,624-2,624-100%$442.1K———
Focus Partners Wealth
N/A—2,509-2,509-100%$422.7K———
&partners
N/A—2,395-2,395-100%$403.5K———
CIBC Bancorp USA Inc.
N/A—2,338-2,338-100%$393.9K———
Investment Advisory Group, LLC
N/A—2,300-2,300-100%$387.5K———
Cerity Partners LLC
N/A—2,265-2,265-100%$381.6K———
Smartleaf Asset Management LLC
N/A—2,052-2,052-100%$337.7K———
Pitcairn Wealth Advisors LLC
N/A—2,004-2,004-100%$337.7K———
Moneta Group Investment Advisors LLC
N/A—1,957-1,957-100%$329.7K———
Arkadios Wealth Advisors
N/A—1,954-1,954-100%$329.2K———
Caldwell Sutter Capital, Inc.
N/A—1,900-1,900-100%$320.1K———
Foundations Investment Advisors, LLC
N/A—1,885-1,885-100%$317.5K———
Signet Private Wealth LLC
N/A—1,856-1,856-100%$312.7K———
Geneos Wealth Management Inc.
N/A—1,739-1,739-100%$293.0K———
NorthRock Partners, LLC
N/A—1,707-1,707-100%$287.6K———
Cresset Asset Management, LLC
N/A—1,668-1,668-100%$281.0K———
Two Sigma Securities, LLC
N/A—1,652-1,652-100%$278.3K———
Dakota Wealth Management
N/A—1,590-1,590-100%$267.9K———
Rehmann Capital Advisory Group
N/A—1,581-1,581-100%$266.3K———
Shared Vision Wealth Group LLC
N/A—1,519-1,519-100%$256.0K———
Kapstone Financial Advisors LLC
N/A—1,477-1,477-100%$248.8K———
Vertex Planning Partners, LLC
N/A—1,469-1,469-100%$247.5K———
Stephens Inc
N/A—1,352-1,352-100%$227.8K———
UBS Asset Management Americas LLC
N/A—1,349-1,349-100%$227.3K———
IFG Advisory, LLC
N/A—1,344-1,344-100%$226.4K———
Trustmark Bank Trust Department
N/A—1,305-1,305-100%$219.8K———
Centaurus Financial, Inc.
N/A—1,282-1,282-100%$216.0K———
Meeder Advisory Services, Inc.
N/A—1,275-1,275-100%$214.8K———
Integrity Financial Corp
N/A—1,196-1,196-100%$201.4K———
AE Wealth Management LLC
N/A—887-887-100%$149.4K———
BlackRock, Inc.
N/A—686-686-100%$115.6K———
Arax Advisory Partners
N/A—549-549-100%$92.5K———
Glen Eagle Advisors, LLC
N/A—257-257-100%$43.3K———
MidFirst Bank
N/A—246-246-100%$41.4K———
Harbour Investments, Inc.
N/A—162-162-100%$27.3K———
Beaird Harris Wealth Management, LLC
N/A—147-147-100%$24.8K———
Capital Advisor Network LLC
N/A—84-84-100%$14.2K———
Fiduciary Financial Advisors
N/A—83-83-100%$14.0K———
N.E.W. Advisory Services LLC
N/A—78-78-100%$13.2K———
Vanguard Advisers Inc
N/A—47-47-100%$7.9K———
Nova Wealth Management, Inc.
N/A—38-38-100%$6.4K———
Operose Advisors LLC
N/A—19-19-100%$3.2K———
Showing 259 of 259 institutions