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Invesco Dorsey Wright Moment (PDP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares365,441 from 369,927
Change-4,486 (-1%)
Value$50.4M (-$5.8M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares299,870 from 283,329
Change+16,541 (+6%)
Value$41.3M (-$1.7M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares134,733 from 125,241
Change+9,492 (+8%)
Value$17.9M (-$1.1M)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares128,420 from 130,472
Change-2,052 (-2%)
Value$17.7M (-$2.1M)
Filed 2026-11-06
NewSquare Capital LLC
DECREASED
Shares126,851 from 129,102
Change-2,251 (-2%)
Value$17.5M (-$2.1M)
Filed 2026-11-06
Strid Group, LLC
UNCHANGED
Shares105,857 from 105,857
Change0 (0%)
Value$14.6M (-$1.5M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares77,711 from 77,428
Change+283 (+0%)
Value$10.8M (-$242.7K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares47,143 from 49,489
Change-2,346 (-5%)
Value$6.5M (-$1.0M)
Filed 2026-11-02
Institute for Wealth Management, Llc.
DECREASED
Shares42,694 from 42,767
Change-73 (0%)
Value$5.9M (-$604.6K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares28,407 from 28,541
Change-134 (0%)
Value$3.9M (-$415.4K)
Filed 2026-10-26
MTM Investment Management, LLC
DECREASED
Shares27,984 from 28,686
Change-702 (-2%)
Value$3.9M (-$495.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares27,434 from 27,248
Change+186 (+1%)
Value$3.8M (-$353.2K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED
Shares26,909 from 24,711
Change+2,198 (+9%)
Value$3.7M (+$5.9K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares26,909 from 26,974
Change-65 (0%)
Value$4.0M (-$137.9K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares20,744 from 21,292
Change-548 (-3%)
Value$2.9M (-$371.6K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares19,359 from 20,139
Change-780 (-4%)
Value$2.7M (-$387.5K)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares15,018 from 15,266
Change-248 (-2%)
Value$2.1M (-$246.4K)
Filed 2026-10-30
Sowell Financial Services LLC
UNCHANGED
Shares11,861 from 11,861
Change0 (0%)
Value$1.6M (-$164.9K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares11,672 from 10,745
Change+927 (+9%)
Value$1.6M (-$21.6K)
Filed 2026-11-02
Heirloom Wealth Management
UNCHANGED
Shares10,991 from 10,991
Change0 (0%)
Value$1.5M (-$152.8K)
Filed 2026-10-14
Kelly Financial Group LLC
DECREASED
Shares10,728 from 10,827
Change-99 (-1%)
Value$1.5M (-$164.2K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares9,146 from 9,251
Change-105 (-1%)
Value$1.3M (-$143.1K)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares8,784 from 9,187
Change-403 (-4%)
Value$1.2M (-$183.3K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares8,769 from 8,263
Change+506 (+6%)
Value$1.2M (-$45.1K)
Filed 2026-11-02
LJI Wealth Management, LLC
DECREASED
Shares8,075 from 8,226
Change-151 (-2%)
Value$1.1M (-$135.2K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares7,372 from 2,187
Change+5,185 (+237%)
Value$1.0M (+$684.2K)
Filed 2026-10-16
Stackstone Wealth, LLC
NEW
Shares7,048
Change+7,048
Value$971.4K
Filed 2026-10-19
Integrity Alliance, Llc.
DECREASED
Shares6,745 from 7,165
Change-420 (-6%)
Value$929.6K (-$157.5K)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares6,670 from 3,153
Change+3,517 (+112%)
Value$919.3K (+$440.9K)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares6,598 from 6,469
Change+129 (+2%)
Value$909.4K (-$72.2K)
Filed 2026-11-06
Focus Financial Network, Inc.
DECREASED
Shares6,330 from 7,541
Change-1,211 (-16%)
Value$872.4K (-$271.7K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares6,194 from 6,065
Change+129 (+2%)
Value$853.8K (-$66.6K)
Filed 2026-11-06
Mullooly Asset Management, Inc.
DECREASED
Shares5,739 from 6,148
Change-409 (-7%)
Value$790.7K (-$141.7K)
Filed 2026-10-30
Redwood Family Wealth LLC
INCREASED
Shares5,327 from 4,088
Change+1,239 (+30%)
Value$734.2K (+$113.9K)
Filed 2026-10-20
Millennium Capital Advisors, LLC
DECREASED
Shares5,245 from 5,263
Change-18 (0%)
Value$722.9K (-$75.7K)
Filed 2026-10-16
Prosperity Financial Group, Inc.
UNCHANGED
Shares5,164 from 5,164
Change0 (0%)
Value$711.9K (-$71.8K)
Filed 2026-10-29
Wagner Wealth Management, Corp
DECREASED
Shares5,145 from 5,575
Change-430 (-8%)
Value$709.1K (-$136.8K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares5,092 from 5,284
Change-192 (-4%)
Value$701.8K (-$99.9K)
Filed 2026-10-30
WealthBridge Capital Management, LLC
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$679.5K (-$68.5K)
Filed 2026-10-16
Realta Investment Advisors
INCREASED
Shares4,580 from 3,415
Change+1,165 (+34%)
Value$631.2K (+$113.1K)
Filed 2026-10-14
Principle Wealth Partners LLC
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$605.8K (-$61.1K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$602.3K (-$60.8K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares4,302 from 4,302
Change0 (0%)
Value$592.9K (-$59.8K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares4,297 from 3,830
Change+467 (+12%)
Value$592.2K (+$11.1K)
Filed 2026-11-04
Vise Technologies, Inc.
DECREASED
Shares4,196 from 4,203
Change-7 (0%)
Value$578.3K (-$59.4K)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares4,051 from 4,051
Change0 (0%)
Value$558.3K (-$56.3K)
Filed 2026-11-04
Navigation Group, LLC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$558.2K (-$56.3K)
Filed 2026-10-28
NWF Advisory Services Inc.
UNCHANGED
Shares3,878 from 3,878
Change0 (0%)
Value$534.5K (-$53.9K)
Filed 2026-10-19
Sapient Capital LLC
UNCHANGED
Shares3,454 from 3,454
Change0 (0%)
Value$476.1K (-$48.0K)
Filed 2026-10-08
Global Assets Advisory, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$452.3K (-$18.5K)
Filed 2026-10-28
Eagle Bay Advisors LLC
UNCHANGED
Shares3,181 from 3,181
Change0 (0%)
Value$438.4K (-$44.2K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares3,143 from 3,196
Change-53 (-2%)
Value$433.2K (-$51.7K)
Filed 2026-11-06
Trinity Wealth Management, LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$423.1K (-$42.7K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares2,950 from 2,820
Change+130 (+5%)
Value$406.6K (-$21.3K)
Filed 2026-10-22
Morling Financial Advisors, LLC
UNCHANGED
Shares2,933 from 2,933
Change0 (0%)
Value$404.2K (-$40.8K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares2,834 from 2,773
Change+61 (+2%)
Value$390.6K (-$30.1K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares2,817 from 2,925
Change-108 (-4%)
Value$388.3K (-$55.6K)
Filed 2026-10-16
Apollon Financial, LLC
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$357.2K (-$36.0K)
Filed 2026-10-23
First City Capital Management, Inc.
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$356.3K (-$35.9K)
Filed 2026-10-27
Strategy Asset Managers LLC
DECREASED
Shares2,546 from 2,573
Change-27 (-1%)
Value$350.9K (-$39.5K)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
DECREASED
Shares2,510 from 2,813
Change-303 (-11%)
Value$353.6K (-$59.8K)
Filed 2026-10-09
Selective Wealth Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$341.6K (+$4.0K)
Filed 2026-10-16
Welch & Forbes LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$333.4K (-$33.6K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares2,370 from 2,190
Change+180 (+8%)
Value$326.7K (-$5.6K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,056 from 2,656
Change-600 (-23%)
Value$283.4K (-$119.6K)
Filed 2026-10-16
CWC Advisors, Llc.
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$276.5K (-$27.9K)
Filed 2026-10-15
Mirador Capital Partners LP
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$275.7K (-$27.8K)
Filed 2026-10-09
Vista Capital Partners, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$275.7K (-$27.8K)
Filed 2026-11-06
Post Resch Tallon Group Inc.
DECREASED
Shares1,990 from 2,040
Change-50 (-2%)
Value$274.3K (-$35.3K)
Filed 2026-10-09
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares1,854 from 1,955
Change-101 (-5%)
Value$255.5K (-$41.1K)
Filed 2026-10-29
BankPlus Trust Department
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$252.5K (-$25.5K)
Filed 2026-11-06
Trueblood Wealth Management, LLC
DECREASED
Shares1,813 from 1,912
Change-99 (-5%)
Value$249.8K (-$40.2K)
Filed 2026-10-23
Visionary Wealth Advisors
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$248.1K (-$25.0K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares1,702 from 1,701
Change+1 (+0%)
Value$234.6K (-$23.6K)
Filed 2026-11-05
WestHill Financial Advisors, Inc.
DECREASED
Shares1,630 from 1,690
Change-60 (-4%)
Value$224.6K (-$31.8K)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares1,622 from 1,643
Change-21 (-1%)
Value$223.5K (-$25.7K)
Filed 2026-10-23
AMG National Trust Bank
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$220.5K (-$22.2K)
Filed 2026-11-05
Wagner Wealth Management, LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$163.5K (-$16.5K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$155.1K ($0)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares642 from 700
Change-58 (-8%)
Value$88.5K (-$17.7K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$24.1K (+$24.0K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares577
Change+577
Value$79.5K
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$78.8K (-$8.0K)
Filed 2026-10-30
Salomon & Ludwin, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$69.6K (-$4.6K)
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$56.4K (-$5.7K)
Filed 2026-11-03
Capital Investment Counsel, Inc
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$54.0K (-$5.5K)
Filed 2026-10-20
US Bancorp \de\
NEW
Shares383
Change+383
Value$52.8K
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares356 from 5,487
Change-5,131 (-94%)
Value$49.1K (-$783.5K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$42.2K (-$4.3K)
Filed 2026-10-23
Alpine Bank Wealth Management
NEW
Shares300
Change+300
Value$41.3K
Filed 2026-10-16
Russell Investments Group, Ltd.
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$28.4K (-$2.9K)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares200
Change+200
Value$27.6K
Filed 2026-11-05
Putney Financial Group LLC
NEW
Shares133
Change+133
Value$18.3K
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$18.2K (-$1.8K)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$8.7K (-$876)
Filed 2026-10-09
Larson Financial Group LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$7.9K (-$793)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares50
Change+50
Value$6.9K
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$6.2K (-$626)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.9K (-$392)
Filed 2026-10-15
Register Financial Advisors LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.7K (-$167)
Filed 2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.2K (-$126)
Filed 2026-10-06
Elevation Wealth Partners, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$827 (-$84)
Filed 2026-10-07
Nilsine Partners, LLC
CLOSED
Shares0 from 8,265
Change-8,265 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 8,029
Change-8,029 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Private Advisory Group LLC
CLOSED
Shares0 from 2,871
Change-2,871 (-100%)
Value$0 (-$435.7K)
Filed 2026-11-06
StoneX Group Inc.
CLOSED
Shares0 from 2,474
Change-2,474 (-100%)
Value$0 (-$362.6K)
Filed 2026-11-03
Oak Asset Management, LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-13
Dale Q Rice Investment Management Ltd
CLOSED
Shares0 from 1,422
Change-1,422 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-09
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 1,339
Change-1,339 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 1,140
Change-1,140 (-100%)
Value$0 (-$173.0K)
Filed 2026-10-28
Kingdom Financial Group Llc.
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$47.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$39.1K)
Filed 2026-11-02
Montgomery Financial Services LLC
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$32.9K)
Filed 2026-11-03
Networth Advisors, LLC
DECREASED
Shares0 from 336
Change-336 (-100%)
Value$15 (-$51.0K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 890,849
Change-890,849 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 664,010
Change-664,010 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 397,255
Change-397,255 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 341,051
Change-341,051 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 299,497
Change-299,497 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 247,279
Change-247,279 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 206,793
Change-206,793 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 181,714
Change-181,714 (-100%)
Value—
UBS Group AG
N/A
Shares— from 179,532
Change-179,532 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 155,358
Change-155,358 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 118,675
Change-118,675 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 72,325
Change-72,325 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 65,960
Change-65,960 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 63,518
Change-63,518 (-100%)
Value—
&partners
N/A
Shares— from 59,063
Change-59,063 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 53,529
Change-53,529 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 51,631
Change-51,631 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 40,929
Change-40,929 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 38,969
Change-38,969 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 33,954
Change-33,954 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 30,917
Change-30,917 (-100%)
Value—
Blair William & Co
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,474
Change-22,474 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,750
Change-21,750 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 20,733
Change-20,733 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,103
Change-20,103 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,189
Change-18,189 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,762
Change-17,762 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,026
Change-17,026 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 16,767
Change-16,767 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,716
Change-16,716 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,138
Change-15,138 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,644
Change-13,644 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,601
Change-13,601 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 13,077
Change-13,077 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,712
Change-10,712 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 10,137
Change-10,137 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,911
Change-9,911 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,614
Change-7,614 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,220
Change-7,220 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 5,293
Change-5,293 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 988
Change-988 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 220
Change-220 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 211
Change-211 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 207
Change-207 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 130
Change-130 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 67
Change-67 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4
Change-4 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED365,441369,927-4,486-1%$56.1M$50.4M-$5.8M2026-11-02
LPL Financial LLC
INCREASED299,870283,329+16,541+6%$43.0M$41.3M-$1.7M2026-11-06
Prospera Financial Services Inc
INCREASED134,733125,241+9,492+8%$19.0M$17.9M-$1.1M2026-11-04
Savant Capital, LLC
DECREASED128,420130,472-2,052-2%$19.8M$17.7M-$2.1M2026-11-06
NewSquare Capital LLC
DECREASED126,851129,102-2,251-2%$19.6M$17.5M-$2.1M2026-11-06
Strid Group, LLC
UNCHANGED105,857105,85700%$16.1M$14.6M-$1.5M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED77,71177,428+283+0%$11.0M$10.8M-$242.7K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED47,14349,489-2,346-5%$7.5M$6.5M-$1.0M2026-11-02
Institute for Wealth Management, Llc.
DECREASED42,69442,767-730%$6.5M$5.9M-$604.6K2026-11-06
Lanark Financial, Inc.
DECREASED28,40728,541-1340%$4.3M$3.9M-$415.4K2026-10-26
MTM Investment Management, LLC
DECREASED27,98428,686-702-2%$4.4M$3.9M-$495.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED27,43427,248+186+1%$4.1M$3.8M-$353.2K2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED26,90924,711+2,198+9%$3.7M$3.7M+$5.9K2026-10-13
JBR Co Financial Management Inc
DECREASED26,90926,974-650%$4.1M$4.0M-$137.9K2026-10-13
D.A. Davidson & Co.
DECREASED20,74421,292-548-3%$3.2M$2.9M-$371.6K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED19,35920,139-780-4%$3.1M$2.7M-$387.5K2026-10-30
Truist Financial Corp
DECREASED15,01815,266-248-2%$2.3M$2.1M-$246.4K2026-10-30
Sowell Financial Services LLC
UNCHANGED11,86111,86100%$1.8M$1.6M-$164.9K2026-10-23
Kestra Advisory Services, LLC
INCREASED11,67210,745+927+9%$1.6M$1.6M-$21.6K2026-11-02
Heirloom Wealth Management
UNCHANGED10,99110,99100%$1.7M$1.5M-$152.8K2026-10-14
Kelly Financial Group LLC
DECREASED10,72810,827-99-1%$1.6M$1.5M-$164.2K2026-10-16
Fifth Third Bancorp
DECREASED9,1469,251-105-1%$1.4M$1.3M-$143.1K2026-11-05
HB Wealth Management, LLC
DECREASED8,7849,187-403-4%$1.4M$1.2M-$183.3K2026-10-23
Creative Planning
INCREASED8,7698,263+506+6%$1.3M$1.2M-$45.1K2026-11-02
LJI Wealth Management, LLC
DECREASED8,0758,226-151-2%$1.2M$1.1M-$135.2K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED7,3722,187+5,185+237%$331.8K$1.0M+$684.2K2026-10-16
Stackstone Wealth, LLC
NEW7,048—+7,048——$971.4K—2026-10-19
Integrity Alliance, Llc.
DECREASED6,7457,165-420-6%$1.1M$929.6K-$157.5K2026-10-29
Citigroup Inc
INCREASED6,6703,153+3,517+112%$478.4K$919.3K+$440.9K2026-11-04
Baker Avenue Asset Management, LP
INCREASED6,5986,469+129+2%$981.6K$909.4K-$72.2K2026-11-06
Focus Financial Network, Inc.
DECREASED6,3307,541-1,211-16%$1.1M$872.4K-$271.7K2026-10-14
Merit Financial Group, LLC
INCREASED6,1946,065+129+2%$920.4K$853.8K-$66.6K2026-11-06
Mullooly Asset Management, Inc.
DECREASED5,7396,148-409-7%$932.4K$790.7K-$141.7K2026-10-30
Redwood Family Wealth LLC
INCREASED5,3274,088+1,239+30%$620.3K$734.2K+$113.9K2026-10-20
Millennium Capital Advisors, LLC
DECREASED5,2455,263-180%$798.6K$722.9K-$75.7K2026-10-16
Prosperity Financial Group, Inc.
UNCHANGED5,1645,16400%$783.7K$711.9K-$71.8K2026-10-29
Wagner Wealth Management, Corp
DECREASED5,1455,575-430-8%$845.9K$709.1K-$136.8K2026-10-20
Spire Wealth Management
DECREASED5,0925,284-192-4%$801.7K$701.8K-$99.9K2026-10-30
WealthBridge Capital Management, LLC
UNCHANGED4,9304,93000%$748.0K$679.5K-$68.5K2026-10-16
Realta Investment Advisors
INCREASED4,5803,415+1,165+34%$518.1K$631.2K+$113.1K2026-10-14
Principle Wealth Partners LLC
UNCHANGED4,3954,39500%$666.9K$605.8K-$61.1K2026-11-02
Private Trust Co NA
UNCHANGED4,3704,37000%$663.1K$602.3K-$60.8K2026-10-20
Cyndeo Wealth Partners, LLC
UNCHANGED4,3024,30200%$652.7K$592.9K-$59.8K2026-10-16
AlphaCore Capital LLC
INCREASED4,2973,830+467+12%$581.1K$592.2K+$11.1K2026-11-04
Vise Technologies, Inc.
DECREASED4,1964,203-70%$637.7K$578.3K-$59.4K2026-10-29
Bryn Mawr Trust Advisors, LLC
UNCHANGED4,0514,05100%$614.7K$558.3K-$56.3K2026-11-04
Navigation Group, LLC
UNCHANGED4,0504,05000%$614.5K$558.2K-$56.3K2026-10-28
NWF Advisory Services Inc.
UNCHANGED3,8783,87800%$588.4K$534.5K-$53.9K2026-10-19
Sapient Capital LLC
UNCHANGED3,4543,45400%$524.1K$476.1K-$48.0K2026-10-08
Global Assets Advisory, LLC
UNCHANGED3,2003,20000%$470.8K$452.3K-$18.5K2026-10-28
Eagle Bay Advisors LLC
UNCHANGED3,1813,18100%$482.7K$438.4K-$44.2K2026-10-16
PNC Financial Services Group, Inc.
DECREASED3,1433,196-53-2%$484.9K$433.2K-$51.7K2026-11-06
Trinity Wealth Management, LLC
UNCHANGED3,0703,07000%$465.8K$423.1K-$42.7K2026-10-13
Brookstone Capital Management
INCREASED2,9502,820+130+5%$427.9K$406.6K-$21.3K2026-10-22
Morling Financial Advisors, LLC
UNCHANGED2,9332,93300%$445.0K$404.2K-$40.8K2026-10-28
Assetmark, Inc
INCREASED2,8342,773+61+2%$420.7K$390.6K-$30.1K2026-10-21
IFP Advisors, Inc
DECREASED2,8172,925-108-4%$443.8K$388.3K-$55.6K2026-10-16
Apollon Financial, LLC
UNCHANGED2,5922,59200%$393.3K$357.2K-$36.0K2026-10-23
First City Capital Management, Inc.
UNCHANGED2,5852,58500%$392.2K$356.3K-$35.9K2026-10-27
Strategy Asset Managers LLC
DECREASED2,5462,573-27-1%$390.4K$350.9K-$39.5K2026-10-14
Castle Rock Wealth Management, LLC
DECREASED2,5102,813-303-11%$413.4K$353.6K-$59.8K2026-10-09
Selective Wealth Management, Inc.
UNCHANGED2,5002,50000%$337.6K$341.6K+$4.0K2026-10-16
Welch & Forbes LLC
UNCHANGED2,4192,41900%$367.0K$333.4K-$33.6K2026-11-04
Koshinski Asset Management, Inc.
INCREASED2,3702,190+180+8%$332.3K$326.7K-$5.6K2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED2,0562,656-600-23%$403.0K$283.4K-$119.6K2026-10-16
CWC Advisors, Llc.
UNCHANGED2,0062,00600%$304.4K$276.5K-$27.9K2026-10-15
Mirador Capital Partners LP
UNCHANGED2,0002,00000%$303.5K$275.7K-$27.8K2026-10-09
Vista Capital Partners, Inc.
UNCHANGED2,0002,00000%$303.5K$275.7K-$27.8K2026-11-06
Post Resch Tallon Group Inc.
DECREASED1,9902,040-50-2%$309.5K$274.3K-$35.3K2026-10-09
Gaddis Premier Wealth Advisors LLC
DECREASED1,8541,955-101-5%$296.6K$255.5K-$41.1K2026-10-29
BankPlus Trust Department
UNCHANGED1,8321,83200%$278.0K$252.5K-$25.5K2026-11-06
Trueblood Wealth Management, LLC
DECREASED1,8131,912-99-5%$290.0K$249.8K-$40.2K2026-10-23
Visionary Wealth Advisors
UNCHANGED1,8001,80000%$273.1K$248.1K-$25.0K2026-11-04
Bank of New York Mellon Corp
INCREASED1,7021,701+1+0%$258.1K$234.6K-$23.6K2026-11-05
WestHill Financial Advisors, Inc.
DECREASED1,6301,690-60-4%$256.4K$224.6K-$31.8K2026-10-14
Apollon Wealth Management, LLC
DECREASED1,6221,643-21-1%$249.3K$223.5K-$25.7K2026-10-23
AMG National Trust Bank
UNCHANGED1,6001,60000%$242.8K$220.5K-$22.2K2026-11-05
Wagner Wealth Management, LLC
UNCHANGED1,1861,18600%$180.0K$163.5K-$16.5K2026-10-21
Allworth Financial LP
UNCHANGED1,0221,02200%$155.1K$155.1K$02026-11-06
Wilmington Savings Fund Society, FSB
DECREASED642700-58-8%$106.2K$88.5K-$17.7K2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED58558500%$89$24.1K+$24.0K2026-11-04
Provenance Wealth Advisors, LLC
NEW577—+577——$79.5K—2026-10-30
Costello Asset Management, Inc
UNCHANGED57257200%$86.8K$78.8K-$8.0K2026-10-30
Salomon & Ludwin, LLC
UNCHANGED50550500%$74.2K$69.6K-$4.6K2026-10-29
Parallel Advisors, LLC
UNCHANGED40940900%$62.1K$56.4K-$5.7K2026-11-03
Capital Investment Counsel, Inc
UNCHANGED39239200%$59.5K$54.0K-$5.5K2026-10-20
US Bancorp \de\
NEW383—+383——$52.8K—2026-11-05
Creative Financial Designs Inc
DECREASED3565,487-5,131-94%$832.5K$49.1K-$783.5K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED30630600%$46.4K$42.2K-$4.3K2026-10-23
Alpine Bank Wealth Management
NEW300—+300——$41.3K—2026-10-16
Russell Investments Group, Ltd.
UNCHANGED20620600%$31.3K$28.4K-$2.9K2026-11-06
Jacobi Capital Management LLC
NEW200—+200——$27.6K—2026-11-05
Putney Financial Group LLC
NEW133—+133——$18.3K—2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED13213200%$20.0K$18.2K-$1.8K2026-11-02
Trust Co
UNCHANGED636300%$9.6K$8.7K-$8762026-10-09
Larson Financial Group LLC
UNCHANGED575700%$8.6K$7.9K-$7932026-11-05
Simplex Trading, LLC
NEW50—+50——$6.9K—2026-11-04
Golden State Wealth Management, LLC
UNCHANGED454500%$6.8K$6.2K-$6262026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED282800%$4.3K$3.9K-$3922026-10-15
Register Financial Advisors LLC
UNCHANGED121200%$1.8K$1.7K-$1672026-10-23
Central Pacific Bank - Trust Division
UNCHANGED9900%$1.4K$1.2K-$1262026-10-06
Elevation Wealth Partners, LLC
UNCHANGED6600%$911$827-$842026-10-07
Nilsine Partners, LLC
CLOSED08,265-8,265-100%$1.3M$0-$1.3M2026-11-02
Lloyd Advisory Services, Llc.
CLOSED08,029-8,029-100%$1.2M$0-$1.2M2026-11-02
Private Advisory Group LLC
CLOSED02,871-2,871-100%$435.7K$0-$435.7K2026-11-06
StoneX Group Inc.
CLOSED02,474-2,474-100%$362.6K$0-$362.6K2026-11-03
Oak Asset Management, LLC
CLOSED01,450-1,450-100%$220.0K$0-$220.0K2026-10-13
Dale Q Rice Investment Management Ltd
CLOSED01,422-1,422-100%$215.8K$0-$215.8K2026-10-09
Aurora Private Wealth, Inc.
CLOSED01,339-1,339-100%$203.0K$0-$203.0K2026-10-20
MCF Advisors LLC
CLOSED01,140-1,140-100%$173.0K$0-$173.0K2026-10-28
Kingdom Financial Group Llc.
CLOSED0314-314-100%$47.6K$0-$47.6K2026-11-04
International Assets Investment Management, LLC
CLOSED0266-266-100%$39.1K$0-$39.1K2026-11-02
Montgomery Financial Services LLC
CLOSED0217-217-100%$32.9K$0-$32.9K2026-11-03
Networth Advisors, LLC
DECREASED0336-336-100%$51.0K$15-$51.0K2026-11-03
Morgan Stanley
N/A—890,849-890,849-100%$135.2M———
Raymond James Financial Inc
N/A—664,010-664,010-100%$100.8M———
Wells Fargo & Company
N/A—397,255-397,255-100%$60.3M———
Bank of America Corp
N/A—341,051-341,051-100%$51.7M———
Royal Bank of Canada
N/A—299,497-299,497-100%$45.4M———
Stifel Financial Corp
N/A—247,279-247,279-100%$37.5M———
Summit Financial, LLC
N/A—206,793-206,793-100%$31.4M———
Janney Montgomery Scott LLC
N/A—181,714-181,714-100%$27.6M———
UBS Group AG
N/A—179,532-179,532-100%$27.2M———
Rockefeller Capital Management L.P.
N/A—155,358-155,358-100%$23.6M———
Ameriprise Financial Inc
N/A—118,675-118,675-100%$18.0M———
Osaic Holdings, Inc.
N/A—72,325-72,325-100%$11.0M———
Envestnet Asset Management Inc
N/A—65,960-65,960-100%$10.0M———
NewEdge Advisors, LLC
N/A—63,518-63,518-100%$9.6M———
&partners
N/A—59,063-59,063-100%$9.0M———
MML Investors Services, LLC
N/A—53,529-53,529-100%$8.1M———
Tradition Wealth Management, LLC
N/A—51,631-51,631-100%$7.8M———
JPMorgan Chase & Co
N/A—40,929-40,929-100%$6.1M———
Affinity Wealth Management LLC
N/A—38,969-38,969-100%$5.9M———
Osborne Partners Capital Management, LLC
N/A—33,954-33,954-100%$5.2M———
Cetera Investment Advisers
N/A—30,917-30,917-100%$4.7M———
Blair William & Co
N/A—23,485-23,485-100%$3.6M———
EP Wealth Advisors, LLC
N/A—22,474-22,474-100%$3.4M———
Mercer Global Advisors Inc
N/A—21,750-21,750-100%$3.3M———
Two Sigma Investments, LP
N/A—20,733-20,733-100%$3.1M———
Equitable Holdings, Inc.
N/A—20,103-20,103-100%$3.1M———
Waverly Advisors, LLC
N/A—18,189-18,189-100%$2.8M———
Global Retirement Partners, LLC
N/A—17,762-17,762-100%$2.7M———
Beacon Pointe Advisors, LLC
N/A—17,026-17,026-100%$2.6M———
Sovereign Financial Group, Inc.
N/A—16,767-16,767-100%$2.5M———
Snowden Capital Advisors LLC
N/A—16,716-16,716-100%$2.5M———
PFG Investments, LLC
N/A—15,138-15,138-100%$2.3M———
Arkadios Wealth Advisors
N/A—13,644-13,644-100%$2.1M———
Focus Partners Wealth
N/A—13,601-13,601-100%$2.1M———
Calton & Associates, Inc.
N/A—13,077-13,077-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—12,667-12,667-100%$1.9M———
Benjamin Edwards Inc
N/A—12,104-12,104-100%$1.8M———
Bridgewater Advisors Inc.
N/A—10,712-10,712-100%$1.4M———
Geneos Wealth Management Inc.
N/A—10,602-10,602-100%$1.6M———
PMG Wealth Management, Inc.
N/A—10,137-10,137-100%$1.5M———
AE Wealth Management LLC
N/A—9,911-9,911-100%$1.5M———
BNP Paribas Financial Markets
N/A—9,700-9,700-100%$1.5M———
Scotia Capital Inc.
N/A—8,094-8,094-100%$1.2M———
Second Half Financial Partners, LLC
N/A—8,044-8,044-100%$1.2M———
Bellars Harris Wealth Management, LLC
N/A—7,827-7,827-100%$1.2M———
Baird Financial Group, Inc.
N/A—7,614-7,614-100%$1.2M———
FMR LLC
N/A—7,220-7,220-100%$1.1M———
Susquehanna International Group, LLP
N/A—7,161-7,161-100%$1.1M———
Stephens Inc
N/A—6,828-6,828-100%$1.0M———
Quantinno Capital Management LP
N/A—6,760-6,760-100%$1.0M———
Pathstone Holdings, LLC
N/A—6,574-6,574-100%$997.5K———
Sanctuary Advisors, LLC
N/A—6,253-6,253-100%$948.8K———
EWA, LLC
N/A—5,706-5,706-100%$865.8K———
Stratos Wealth Partners, Ltd.
N/A—5,490-5,490-100%$833.0K———
HighTower Advisors, LLC
N/A—5,407-5,407-100%$820.5K———
MorganRosel Wealth Management, LLC
N/A—5,293-5,293-100%$803.2K———
Kiker Wealth Management, LLC
N/A—4,746-4,746-100%$720.1K———
AQR Capital Management LLC
N/A—4,537-4,537-100%$688.4K———
CIBC World Market Inc.
N/A—4,321-4,321-100%$655.6K———
Jones Financial Companies Lllp
N/A—4,173-4,173-100%$614.7K———
First Trust Advisors LP
N/A—4,109-4,109-100%$623.5K———
HighPoint Advisor Group LLC
N/A—3,890-3,890-100%$590.2K———
Pine Valley Investments Ltd Liability Co
N/A—3,701-3,701-100%$561.5K———
Goldman Sachs Group Inc
N/A—3,334-3,334-100%$505.9K———
Private Advisor Group, LLC
N/A—3,283-3,283-100%$498.2K———
Golden Road Advisors LLC
N/A—3,175-3,175-100%$481.7K———
Northwestern Mutual Wealth Management Co
N/A—3,115-3,115-100%$472.6K———
Kingsview Wealth Management, LLC
N/A—2,849-2,849-100%$432.3K———
Modern Wealth Management, LLC
N/A—2,831-2,831-100%$429.5K———
Nwam LLC
N/A—2,807-2,807-100%$425.9K———
Pacific SUN Financial Corp
N/A—2,562-2,562-100%$388.7K———
National Bank of Canada
N/A—2,485-2,485-100%$377.0K———
Cerity Partners LLC
N/A—2,427-2,427-100%$365.2K———
Citadel Advisors LLC
N/A—2,394-2,394-100%$363.2K———
XTX Topco Ltd
N/A—2,345-2,345-100%$355.8K———
Keystone Financial Group
N/A—2,321-2,321-100%$352.1K———
CreativeOne Wealth, LLC
N/A—2,274-2,274-100%$345.0K———
O'shaughnessy Asset Management, LLC
N/A—2,195-2,195-100%$333.0K———
Heritage Trust Co
N/A—2,095-2,095-100%$317.9K———
Delta Investment Management, LLC
N/A—2,069-2,069-100%$313.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,842-1,842-100%$279.5K———
Sequoia Financial Advisors, LLC
N/A—1,760-1,760-100%$267.0K———
Rehmann Capital Advisory Group
N/A—1,745-1,745-100%$264.8K———
Clark Capital Management Group, Inc.
N/A—1,604-1,604-100%$243.4K———
Advisors Capital Management, LLC
N/A—1,556-1,556-100%$236.1K———
Smith, Moore & Co.
N/A—1,546-1,546-100%$234.5K———
Cascade Financial Partners, LLC
N/A—1,450-1,450-100%$220.0K———
Advisory Services Network, LLC
N/A—1,426-1,426-100%$216.4K———
Panoramic Capital Partners, LLC
N/A—1,400-1,400-100%$212.4K———
Founders Financial Alliance, LLC
N/A—1,378-1,378-100%$209.0K———
Lansing Street Advisors
N/A—1,355-1,355-100%$205.6K———
Mariner, LLC
N/A—1,329-1,329-100%$201.7K———
Harbour Investments, Inc.
N/A—1,281-1,281-100%$194.4K———
Bank of Montreal
N/A—1,252-1,252-100%$189.9K———
Bessemer Group Inc
N/A—1,120-1,120-100%$170.0K———
Ameriflex Group, Inc.
N/A—1,025-1,025-100%$155.5K———
PlanVest Financial, Inc
N/A—988-988-100%$149.9K———
Anchor Investment Management, LLC
N/A—855-855-100%$129.7K———
HHM Wealth Advisors, LLC
N/A—773-773-100%$117.3K———
Pursuit Wealth Strategies, LLC
N/A—752-752-100%$114.1K———
Operose Advisors LLC
N/A—377-377-100%$57.2K———
UBS Asset Management Americas LLC
N/A—298-298-100%$45.2K———
Arax Advisory Partners
N/A—220-220-100%$33.4K———
Godfrey Financial Associates, Inc.
N/A—211-211-100%$32.0K———
Silver OAK Securities, Incorporated
N/A—207-207-100%$31.4K———
LRI Investments, LLC
N/A—200-200-100%$30.3K———
Frazier Financial Advisors, LLC
N/A—174-174-100%$26.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—130-130-100%$19.7K———
Bogart Wealth, LLC
N/A—114-114-100%$17.3K———
Smartleaf Asset Management LLC
N/A—101-101-100%$15.1K———
Broadwater Capital Management LLC
N/A—95-95-100%$14.4K———
SHP Wealth Management
N/A—67-67-100%$10.2K———
Vanguard Advisers Inc
N/A—64-64-100%$9.7K———
BFC Planning, Inc.
N/A—51-51-100%$7.7K———
Atlas Capital Advisors Inc.
N/A—22-22-100%$3.3K———
Qube Research & Technologies Ltd
N/A—4-4-100%$607———
BlackRock, Inc.
N/A—1-1-100%$110———
Showing 231 of 231 institutions