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Invesco Preferred ETF (PGX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stonebridge Advisors LLC
INCREASED
Shares5,773,068 from 1,230,714
Change+4,542,354 (+369%)
Value$58.1M (+$44.8M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares4,392,415 from 4,960,339
Change-567,924 (-11%)
Value$44.2M (-$9.5M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares3,635,924 from 3,438,874
Change+197,050 (+6%)
Value$39.4M (+$2.1M)
Filed 2026-11-06
Spectrum Asset Management, Inc.
DECREASED
Shares3,204,111 from 4,953,026
Change-1,748,915 (-35%)
Value$32.3M (-$21.4M)
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares1,746,088 from 1,567,477
Change+178,611 (+11%)
Value$17.6M (+$591.7K)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
NEW
Shares1,264,558
Change+1,264,558
Value$12.7M
Filed 2026-11-03
Manske Wealth Management
INCREASED
Shares822,791 from 751,282
Change+71,509 (+10%)
Value$8.3M (+$141.6K)
Filed 2026-10-26
Prairiewood Capital, LLC
INCREASED
Shares728,526 from 657,946
Change+70,580 (+11%)
Value$7.3M (+$204.1K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares693,052 from 695,937
Change-2,885 (0%)
Value$7.0M (-$565.0K)
Filed 2026-11-02
Investors Research Corp
INCREASED
Shares649,529 from 609,077
Change+40,452 (+7%)
Value$6.5M (-$61.6K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares558,502 from 535,327
Change+23,175 (+4%)
Value$5.6M (-$178.8K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares528,541 from 585,174
Change-56,633 (-10%)
Value$5.3M (-$1.0M)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares476,733 from 465,571
Change+11,162 (+2%)
Value$4.8M (-$246.1K)
Filed 2026-10-19
Noesis Capital Mangement Corp
INCREASED
Shares459,127 from 454,412
Change+4,715 (+1%)
Value$4.6M (-$302.4K)
Filed 2026-10-26
Plimoth Trust Co LLC
INCREASED
Shares457,964 from 457,054
Change+910 (+0%)
Value$4.6M (-$342.8K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares439,978 from 443,454
Change-3,476 (-1%)
Value$4.4M (-$394.1K)
Filed 2026-10-09
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares412,153 from 383,598
Change+28,555 (+7%)
Value$4.2M (-$7.8K)
Filed 2026-10-19
Baker Avenue Asset Management, LP
INCREASED
Shares320,444 from 313,399
Change+7,045 (+2%)
Value$3.2M (-$170.4K)
Filed 2026-11-06
NewSquare Capital LLC
INCREASED
Shares235,553 from 209,997
Change+25,556 (+12%)
Value$2.4M (+$95.7K)
Filed 2026-11-06
First Hawaiian Bank
DECREASED
Shares233,752 from 278,337
Change-44,585 (-16%)
Value$2.4M (-$663.3K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares213,938 from 356,176
Change-142,238 (-40%)
Value$2.1M (-$1.7M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares211,158 from 198,758
Change+12,400 (+6%)
Value$2.1M (-$28.2K)
Filed 2026-11-02
Brighton Securities Corp.
INCREASED
Shares176,812 from 176,237
Change+575 (+0%)
Value$1.8M (-$129.9K)
Filed 2026-10-08
HBK Sorce Advisory LLC
DECREASED
Shares160,958 from 182,265
Change-21,307 (-12%)
Value$1.6M (-$356.0K)
Filed 2026-11-06
KCM Investment Advisors LLC
DECREASED
Shares160,908 from 242,182
Change-81,274 (-34%)
Value$1.6M (-$1.0M)
Filed 2026-10-27
First Premier Bank
DECREASED
Shares151,060 from 169,049
Change-17,989 (-11%)
Value$1.5K (-$312)
Filed 2026-10-13
Creative Planning
INCREASED
Shares147,981 from 108,788
Change+39,193 (+36%)
Value$1.5M (+$310.9K)
Filed 2026-11-02
Albion Financial Group
DECREASED
Shares140,231 from 162,964
Change-22,733 (-14%)
Value$1.4M (-$354.4K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares131,609 from 125,852
Change+5,757 (+5%)
Value$1.3M (-$38.9K)
Filed 2026-11-05
Wealth Advisory Solutions, LLC
INCREASED
Shares125,651 from 118,381
Change+7,270 (+6%)
Value$1.3M (-$17.9K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares118,778 from 119,187
Change-409 (0%)
Value$1.2M (-$95.9K)
Filed 2026-11-03
KG Capital Management
INCREASED
Shares117,594 from 116,480
Change+1,114 (+1%)
Value$1.2M (-$78.5K)
Filed 2026-10-15
Ibex Wealth Advisors
DECREASED
Shares117,365 from 117,940
Change-575 (0%)
Value$1.2M (-$96.6K)
Filed 2026-11-06
Independent Wealth Network Inc.
INCREASED
Shares116,446 from 114,587
Change+1,859 (+2%)
Value$1.2M (-$69.5K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares111,818 from 104,483
Change+7,335 (+7%)
Value$1.1M (-$6.6K)
Filed 2026-10-05
Charles Schwab Trust Co
DECREASED
Shares103,717 from 307,033
Change-203,316 (-66%)
Value$1.0M (-$2.3M)
Filed 2026-10-15
Gould Asset Management LLC
INCREASED
Shares97,978 from 94,468
Change+3,510 (+4%)
Value$986.6K (-$37.4K)
Filed 2026-11-06
Shulman DeMeo Asset Management LLC
DECREASED
Shares93,378 from 99,433
Change-6,055 (-6%)
Value$940.3K (-$137.5K)
Filed 2026-10-09
Pines Wealth Management, LLC
INCREASED
Shares91,777 from 86,465
Change+5,312 (+6%)
Value$924.2K (-$13.1K)
Filed 2026-10-21
Amicus Financial Advisors, LLC
INCREASED
Shares90,491 from 73,038
Change+17,453 (+24%)
Value$911.2K (+$119.5K)
Filed 2026-11-03
AlphaCore Capital LLC
DECREASED
Shares81,583 from 83,983
Change-2,400 (-3%)
Value$821.5K (-$88.8K)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares79,601 from 32,201
Change+47,400 (+147%)
Value$801.6K (+$452.5K)
Filed 2026-11-02
Acute Investment Advisory, LLC
DECREASED
Shares75,382 from 77,378
Change-1,996 (-3%)
Value$759.1K (-$79.7K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
DECREASED
Shares75,124 from 157,648
Change-82,524 (-52%)
Value$756.5K (-$952.4K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares72,634 from 74,961
Change-2,327 (-3%)
Value$731.4K (-$81.2K)
Filed 2026-10-28
Cane Capital Partners, LLC
DECREASED
Shares70,859 from 82,517
Change-11,658 (-14%)
Value$713.6K (-$180.9K)
Filed 2026-10-23
Greenup Street Wealth Management LLC
INCREASED
Shares63,652 from 61,875
Change+1,777 (+3%)
Value$641.0K (-$29.7K)
Filed 2026-10-28
Beam Wealth Advisors, Inc.
DECREASED
Shares63,194 from 68,328
Change-5,134 (-8%)
Value$636.4K (-$104.3K)
Filed 2026-11-03
Aletheian Wealth Advisors LLC
DECREASED
Shares62,698 from 62,759
Change-61 (0%)
Value$631.4K (-$48.9K)
Filed 2026-10-08
New England Private Wealth Advisors LLC
INCREASED
Shares61,488 from 60,462
Change+1,026 (+2%)
Value$619.2K (-$36.2K)
Filed 2026-10-19
McAdam, LLC
DECREASED
Shares60,319 from 67,189
Change-6,870 (-10%)
Value$607.4K (-$120.9K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares59,361 from 58,373
Change+988 (+2%)
Value$597.8K (-$35.0K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares58,205 from 64,939
Change-6,734 (-10%)
Value$586.1K (-$117.8K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares56,014 from 70,830
Change-14,816 (-21%)
Value$564.1K (-$203.7K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares55,191 from 54,909
Change+282 (+1%)
Value$555.8K (-$39.4K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
DECREASED
Shares54,032 from 54,337
Change-305 (-1%)
Value$544.1K (-$44.9K)
Filed 2026-11-04
Point Windward Advisors Inc.
INCREASED
Shares49,962 from 48,122
Change+1,840 (+4%)
Value$503.1K (-$18.5K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares49,944
Change+49,944
Value$493
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares49,465 from 60,218
Change-10,753 (-18%)
Value$498.1K (-$154.7K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares48,982 from 43,632
Change+5,350 (+12%)
Value$493.2K (+$20.3K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares47,563 from 53,075
Change-5,512 (-10%)
Value$479.0K (-$96.4K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares44,130 from 59,206
Change-15,076 (-25%)
Value$444.4K (-$197.4K)
Filed 2026-10-16
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares43,799 from 43,799
Change0 (0%)
Value$441.1K (-$33.7K)
Filed 2026-10-27
Fiduciary Advisors, Inc.
INCREASED
Shares42,252 from 42,245
Change+7 (+0%)
Value$425.5K (-$32.5K)
Filed 2026-10-16
VestGen Advisors, LLC
UNCHANGED
Shares41,200 from 41,200
Change0 (0%)
Value$414.9K (-$31.7K)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares40,623 from 43,319
Change-2,696 (-6%)
Value$409.1K (-$60.5K)
Filed 2026-10-22
Florida Trust Wealth Management Co
UNCHANGED
Shares40,075 from 40,075
Change0 (0%)
Value$403.6K (-$30.9K)
Filed 2026-11-05
Butensky & Cohen Financial Security, Inc
DECREASED
Shares39,875 from 41,953
Change-2,078 (-5%)
Value$401.5K (-$53.2K)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares39,773 from 48,539
Change-8,766 (-18%)
Value$400.5K (-$125.6K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares38,256 from 25,997
Change+12,259 (+47%)
Value$401.2K (+$119.4K)
Filed 2026-11-03
Argus Investors' Counsel, Inc.
UNCHANGED
Shares36,834 from 36,834
Change0 (0%)
Value$370.9K (-$28.4K)
Filed 2026-10-09
Rockland Trust Co
DECREASED
Shares36,628 from 49,209
Change-12,581 (-26%)
Value$368.8K (-$164.6K)
Filed 2026-10-05
Simplicity Wealth,LLC
DECREASED
Shares36,357 from 39,840
Change-3,483 (-9%)
Value$366.1K (-$65.8K)
Filed 2026-10-23
MeadowBrook Investment Advisors LLC
DECREASED
Shares35,312 from 37,762
Change-2,450 (-6%)
Value$350.3K (-$59.0K)
Filed 2026-10-29
Prospera Financial Services Inc
DECREASED
Shares35,214 from 44,110
Change-8,896 (-20%)
Value$346.5K (-$131.7K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares34,870 from 47,432
Change-12,562 (-26%)
Value$351.1K (-$163.0K)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares34,272 from 34,355
Change-83 (0%)
Value$345.1K (-$27.3K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
NEW
Shares33,478
Change+33,478
Value$337.1K
Filed 2026-10-23
Ariadne Wealth Management, LP
UNCHANGED
Shares32,271 from 32,271
Change0 (0%)
Value$325.0K (-$24.8K)
Filed 2026-11-06
Friedenthal Financial
INCREASED
Shares30,057 from 29,121
Change+936 (+3%)
Value$302.7K (-$13.0K)
Filed 2026-10-27
Old National Bancorp
UNCHANGED
Shares29,982 from 29,982
Change0 (0%)
Value$301.9K (-$23.1K)
Filed 2026-10-20
Creekside Partners
UNCHANGED
Shares29,850 from 29,850
Change0 (0%)
Value$300.6K (-$23.0K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
NEW
Shares29,708
Change+29,708
Value$299.2K
Filed 2026-11-02
Portland Financial Advisors Inc
DECREASED
Shares28,008 from 28,070
Change-62 (0%)
Value$282.0K (-$22.2K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares27,953 from 18,631
Change+9,322 (+50%)
Value$281.5K (+$79.5K)
Filed 2026-10-08
Choreo, LLC
NEW
Shares27,777
Change+27,777
Value$279.7K
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares25,992
Change+25,992
Value$261.7K
Filed 2026-11-03
Landaas & Co
UNCHANGED
Shares25,987 from 25,987
Change0 (0%)
Value$261.7K (-$20.0K)
Filed 2026-10-29
Accel Wealth Management
INCREASED
Shares25,002 from 24,759
Change+243 (+1%)
Value$251.8K (-$16.6K)
Filed 2026-10-13
SkyOak Wealth, LLC
DECREASED
Shares24,778 from 33,778
Change-9,000 (-27%)
Value$249.5K (-$116.6K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares24,603 from 25,776
Change-1,173 (-5%)
Value$247.8K (-$31.7K)
Filed 2026-10-23
Autumn Glory Partners, LLC
UNCHANGED
Shares23,627 from 23,627
Change0 (0%)
Value$237.9K (-$18.2K)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares23,480 from 27,418
Change-3,938 (-14%)
Value$236.0K (-$61.0K)
Filed 2026-10-26
Capital Investment Advisors, LLC
DECREASED
Shares22,933 from 24,627
Change-1,694 (-7%)
Value$230.9K (-$36.0K)
Filed 2026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares22,905 from 22,905
Change0 (0%)
Value$230.7K (-$17.6K)
Filed 2026-10-23
Keybank National Association
UNCHANGED
Shares22,801 from 22,801
Change0 (0%)
Value$229.6K (-$17.6K)
Filed 2026-11-04
Amplius Wealth Advisors, LLC
UNCHANGED
Shares21,761 from 21,761
Change0 (0%)
Value$219.1K (-$16.8K)
Filed 2026-10-20
Legacy Private Trust Co.
UNCHANGED
Shares20,700 from 20,700
Change0 (0%)
Value$208.4K (-$15.9K)
Filed 2026-10-06
Valeo Financial Advisors, LLC
UNCHANGED
Shares20,091 from 20,091
Change0 (0%)
Value$202.3K (-$15.5K)
Filed 2026-10-08
Cherry Tree Wealth Management, LLC
DECREASED
Shares19,974 from 55,673
Change-35,699 (-64%)
Value$201.1K (-$402.4K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares19,895 from 13,387
Change+6,508 (+49%)
Value$200.3K (+$55.2K)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares19,707 from 19,467
Change+240 (+1%)
Value$196.5K (-$15.3K)
Filed 2026-10-08
Nations Financial Group Inc,
DECREASED
Shares19,401 from 20,596
Change-1,195 (-6%)
Value$195.4K (-$27.9K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares19,226 from 20,356
Change-1,130 (-6%)
Value$193.6K (-$27.1K)
Filed 2026-10-07
Thrivent Financial for Lutherans
DECREASED
Shares19,124 from 27,861
Change-8,737 (-31%)
Value$194 (-$301.8K)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares19,009 from 21,986
Change-2,977 (-14%)
Value$191.4K (-$46.9K)
Filed 2026-11-06
Wagner Wealth Management, LLC
DECREASED
Shares18,969 from 57,195
Change-38,226 (-67%)
Value$191.0K (-$429.0K)
Filed 2026-10-21
Friday Financial
UNCHANGED
Shares18,923 from 18,923
Change0 (0%)
Value$192.3K (-$13.6K)
Filed 2026-10-09
Eclectic Associates Inc
INCREASED
Shares18,797 from 17,282
Change+1,515 (+9%)
Value$189.3K (+$1.9K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares18,469 from 21,836
Change-3,367 (-15%)
Value$186.0K (-$50.7K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED
Shares18,227 from 18,227
Change0 (0%)
Value$183.5K (-$14.0K)
Filed 2026-10-29
Cullen T Bankers, Inc.
DECREASED
Shares17,401 from 24,732
Change-7,331 (-30%)
Value$175.2K (-$92.9K)
Filed 2026-10-28
Purus Wealth Management, LLC
INCREASED
Shares16,907 from 16,836
Change+71 (+0%)
Value$170.3K (-$12.2K)
Filed 2026-10-15
FF Advisors,LLC
DECREASED
Shares16,604 from 41,067
Change-24,463 (-60%)
Value$167.2K (-$278.0K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
NEW
Shares15,447
Change+15,447
Value$155.6K
Filed 2026-11-05
Farrell Financial LLC
DECREASED
Shares15,421 from 19,799
Change-4,378 (-22%)
Value$155.3K (-$59.3K)
Filed 2026-10-16
Madrona Financial Services, LLC
DECREASED
Shares15,267 from 16,194
Change-927 (-6%)
Value$153.7K (-$21.8K)
Filed 2026-10-23
GenWealth Group, Inc.
UNCHANGED
Shares15,069 from 15,069
Change0 (0%)
Value$151.7K (-$11.6K)
Filed 2026-10-16
Weitzel Financial Services, Inc.
UNCHANGED
Shares14,843 from 14,843
Change0 (0%)
Value$150.9K (-$10.6K)
Filed 2026-10-16
Legacy Financial Independent Advisors LLC
DECREASED
Shares13,741 from 13,941
Change-200 (-1%)
Value$138.4K (-$12.7K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
NEW
Shares13,440
Change+13,440
Value$135.3K
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED
Shares13,194 from 13,181
Change+13 (+0%)
Value$132.7K (-$10.1K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares12,716 from 13,059
Change-343 (-3%)
Value$128.1K (-$14.0K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares12,455 from 16,634
Change-4,179 (-25%)
Value$125.4K (-$54.9K)
Filed 2026-10-23
Leading Edge Financial Planning LLC
NEW
Shares12,406
Change+12,406
Value$124.9K
Filed 2026-10-23
Sapient Capital LLC
UNCHANGED
Shares12,232 from 12,232
Change0 (0%)
Value$123.2K (-$9.4K)
Filed 2026-10-08
Weaver Consulting Group
UNCHANGED
Shares11,925 from 11,925
Change0 (0%)
Value$120.1K (-$9.2K)
Filed 2026-10-07
Financial Council, LLC
INCREASED
Shares11,836 from 11,639
Change+197 (+2%)
Value$119.2K (-$7.0K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
DECREASED
Shares11,750 from 12,220
Change-470 (-4%)
Value$118.3K (-$14.1K)
Filed 2026-11-05
American State Bank (Iowa)
NEW
Shares11,681
Change+11,681
Value$117.6K
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares11,531 from 261
Change+11,270 (+4318%)
Value$113.6K (+$110.8K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares11,503 from 12,346
Change-843 (-7%)
Value$115.8K (-$18.0K)
Filed 2026-11-06
S.A. Mason LLC
UNCHANGED
Shares11,305 from 11,305
Change0 (0%)
Value$113.8K (-$8.7K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares10,912 from 10,912
Change0 (0%)
Value$109.9K (-$8.4K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares10,900
Change+10,900
Value$109.8K
Filed 2026-11-04
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares10,628 from 10,628
Change0 (0%)
Value$107.0K (-$8.2K)
Filed 2026-10-23
Financial Insights, Inc.
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$106.7K (-$8.2K)
Filed 2026-10-27
Vontobel Holding Ltd.
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$103.2K (-$7.9K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares10,241 from 10,009
Change+232 (+2%)
Value$103.1K (-$5.4K)
Filed 2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED
Shares10,030 from 10,030
Change0 (0%)
Value$101.0K (-$7.7K)
Filed 2026-11-05
Lynx Investment Advisory
UNCHANGED
Shares10,006 from 10,006
Change0 (0%)
Value$100.8K (-$7.7K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,919 from 4,955
Change+4,964 (+100%)
Value$99.9K (+$46.2K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares9,911 from 8,677
Change+1,234 (+14%)
Value$99.8K (+$5.7K)
Filed 2026-10-30
Robbins Farley
DECREASED
Shares8,949 from 9,402
Change-453 (-5%)
Value$90.1K (-$11.8K)
Filed 2026-10-21
UMB Bank, n.a.
DECREASED
Shares8,325 from 9,011
Change-686 (-8%)
Value$83.8K (-$13.8K)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares8,285 from 1,570
Change+6,715 (+428%)
Value$83.4K (+$66.4K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED
Shares8,218 from 8,218
Change0 (0%)
Value$82.9K (-$6.2K)
Filed 2026-10-30
First United Bank & Trust
INCREASED
Shares8,111 from 6,273
Change+1,838 (+29%)
Value$81.7K (+$13.7K)
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$80.6K (-$6.2K)
Filed 2026-10-27
Register Financial Advisors LLC
INCREASED
Shares7,935 from 7,855
Change+80 (+1%)
Value$79.9K (-$5.2K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
DECREASED
Shares7,739 from 8,298
Change-559 (-7%)
Value$77.9K (-$12.0K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares7,441 from 9,643
Change-2,202 (-23%)
Value$74.9K (-$29.6K)
Filed 2026-10-16
Independence Bank of Kentucky
DECREASED
Shares7,210 from 8,010
Change-800 (-10%)
Value$72.6K (-$14.2K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares6,947 from 6,610
Change+337 (+5%)
Value$70.0K (-$1.7K)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares6,592 from 6,592
Change0 (0%)
Value$66.4K (-$5.1K)
Filed 2026-10-08
Mcdonald Partners LLC
DECREASED
Shares5,705 from 5,780
Change-75 (-1%)
Value$57.4K (-$5.2K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares5,600 from 6,700
Change-1,100 (-16%)
Value$56.4K (-$16.2K)
Filed 2026-10-06
Main Street Group, LTD
UNCHANGED
Shares5,077 from 5,077
Change0 (0%)
Value$51.1K (-$3.9K)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares4,878 from 4,878
Change0 (0%)
Value$49.1K (-$3.8K)
Filed 2026-10-27
Community Financial Services Group, LLC
UNCHANGED
Shares4,143 from 4,143
Change0 (0%)
Value$42.1K (-$3.0K)
Filed 2026-10-15
Peoples Financial Services Corp.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$40.3K (-$3.1K)
Filed 2026-10-20
Blueline Advisors LLC
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$37.8K (-$2.9K)
Filed 2026-10-15
SRH Advisors, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$35.2K (-$2.7K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares3,292 from 3,790
Change-498 (-13%)
Value$33.2K (-$7.9K)
Filed 2026-11-04
Kentucky Trust Co
UNCHANGED
Shares3,080 from 3,080
Change0 (0%)
Value$31.0K (-$2.4K)
Filed 2026-10-15
Bangor Savings Bank
DECREASED
Shares3,000 from 6,500
Change-3,500 (-54%)
Value$30.2K (-$40.3K)
Filed 2026-10-06
Central Trust Co
DECREASED
Shares2,548 from 6,164
Change-3,616 (-59%)
Value$25.7K (-$41.2K)
Filed 2026-11-05
Tompkins Financial Corp
DECREASED
Shares2,506 from 23,706
Change-21,200 (-89%)
Value$25.2K (-$231.7K)
Filed 2026-10-05
SBK Financial, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$24.2K (-$1.8K)
Filed 2026-11-02
Winthrop Capital Management, LLC
INCREASED
Shares2,155 from 2,119
Change+36 (+2%)
Value$21.7K (-$1.3K)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$20.7K (-$1.6K)
Filed 2026-10-26
Nfsg Corp
DECREASED
Shares2,000 from 2,020
Change-20 (-1%)
Value$20.1K (-$1.8K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$15.1K (-$1.2K)
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$14.9K (-$1.1K)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$13.8K (-$984)
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$13.6K (-$1.0K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$12.3K (-$939)
Filed 2026-10-14
Salomon & Ludwin, LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$11.8K (-$946)
Filed 2026-10-29
Montag A & Associates Inc
NEW
Shares996
Change+996
Value$10.0K
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$9.8K (-$747)
Filed 2026-10-19
Gamma Investing LLC
DECREASED
Shares933 from 2,041
Change-1,108 (-54%)
Value$9.4K (-$12.7K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares702 from 3
Change+699 (+23300%)
Value$7.1K (+$7.0K)
Filed 2026-10-21
Princeton Global Asset Management LLC
INCREASED
Shares688 from 421
Change+267 (+63%)
Value$6.9K (+$2.4K)
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares660
Change+660
Value$6.6K
Filed 2026-11-05
New England Capital Financial Advisors LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$6.1K (-$468)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares550
Change+550
Value$5.5K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares513
Change+513
Value$5.2K
Filed 2026-10-27
Richardson Financial Services Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5.0K (-$385)
Filed 2026-10-30
Adirondack Trust Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5.0K (-$385)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$4.9K (-$378)
Filed 2026-11-05
Asset Dedication, LLC
NEW
Shares467
Change+467
Value$4.7K
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$4.6K (-$349)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$4.4K (-$339)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares315 from 2
Change+313 (+15650%)
Value$3.2K (+$3.2K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares310 from 290
Change+20 (+7%)
Value$3.1K (-$22)
Filed 2026-10-21
Markowski Investments
INCREASED
Shares245 from 115
Change+130 (+113%)
Value$2.5K (+$1.2K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$2.1K (-$159)
Filed 2026-10-20
Piscataqua Savings Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.0K (-$154)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares191 from 188
Change+3 (+2%)
Value$1.9K (-$114)
Filed 2026-11-02
Ascentis Wealth Management, LLC
NEW
Shares163
Change+163
Value$1.6K
Filed 2026-11-03
High Note Wealth, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$1.6K (-$124)
Filed 2026-10-27
Biltmore Family Office, LLC
NEW
Shares93
Change+93
Value$937
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$806 (-$61)
Filed 2026-11-02
Axiom Investment Management LLC
NEW
Shares78
Change+78
Value$785
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares73
Change+73
Value$735
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$665 (-$50)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares53 from 11,311
Change-11,258 (-100%)
Value$534 (-$122.1K)
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$528 (-$31)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$252 (-$19)
Filed 2026-10-13
Mechanics Financial Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$252 (-$19)
Filed 2026-11-05
Russell Investments Group, Ltd.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$85 (-$7)
Filed 2026-11-06
Foresight Capital Management Advisors, Inc.
NEW
Shares5
Change+5
Value$50
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$31 (-$2)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$18 (-$1)
Filed 2026-11-04
POM Investment Strategies, LLC
NEW
Shares1
Change+1
Value$8
Filed 2026-10-20
Atwood & Palmer Inc
DECREASED
Shares1 from 30
Change-29 (-97%)
Value$11 (-$315)
Filed 2026-10-08
Elevation Wealth Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$11 (-$1)
Filed 2026-10-07
Nautilus Advisors LLC
CLOSED
Shares0 from 40,693
Change-40,693 (-100%)
Value$0 (-$441.5K)
Filed 2026-10-07
Ramiah Investment Group
CLOSED
Shares0 from 40,668
Change-40,668 (-100%)
Value$0 (-$440.8K)
Filed 2026-10-20
Founders Capital Management
CLOSED
Shares0 from 20,345
Change-20,345 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-13
Stone Summit Wealth LLC
CLOSED
Shares0 from 18,899
Change-18,899 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 18,340
Change-18,340 (-100%)
Value$0 (-$198.8K)
Filed 2026-10-15
RDA Financial Network
CLOSED
Shares0 from 18,030
Change-18,030 (-100%)
Value$0 (-$195.4K)
Filed 2026-10-15
Atria Investments, Inc
CLOSED
Shares0 from 13,450
Change-13,450 (-100%)
Value$0 (-$145.8K)
Filed 2026-10-15
Csenge Advisory Group
CLOSED
Shares0 from 12,983
Change-12,983 (-100%)
Value$0 (-$140.7K)
Filed 2026-11-04
Vise Technologies, Inc.
CLOSED
Shares0 from 12,485
Change-12,485 (-100%)
Value$0 (-$135.3K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 12,470
Change-12,470 (-100%)
Value$0 (-$135.2K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 11,655
Change-11,655 (-100%)
Value$0 (-$126.3K)
Filed 2026-11-04
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 10,535
Change-10,535 (-100%)
Value$0 (-$114.2K)
Filed 2026-10-27
Rare Wolf Capital LLC
CLOSED
Shares0 from 10,479
Change-10,479 (-100%)
Value$0 (-$113.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
CLOSED
Shares0 from 10,155
Change-10,155 (-100%)
Value$0 (-$108.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 10,155
Change-10,155 (-100%)
Value$0 (-$108.9K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 9,530
Change-9,530 (-100%)
Value$0 (-$103.3K)
Filed 2026-11-03
Larson Financial Group LLC
CLOSED
Shares0 from 9,135
Change-9,135 (-100%)
Value$0 (-$99.0K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 7,020
Change-7,020 (-100%)
Value$0 (-$76.1K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 6,650
Change-6,650 (-100%)
Value$0 (-$72.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,570
Change-4,570 (-100%)
Value$0 (-$49.7K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 2,525
Change-2,525 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-23
Ameliora Wealth Management Ltd.
CLOSED
Shares0 from 1,714
Change-1,714 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-23
Provident Wealth Management, LLC
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-14
Hoese & Co LLP
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$747)
Filed 2026-10-21
StrongBox Wealth, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$369)
Filed 2026-11-02
Hanson & Doremus Investment Management
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 ($0)
Filed 2026-10-16
Kingdom Financial Group Llc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$46)
Filed 2026-11-04
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 87,102,654
Change-87,102,654 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 11,489,931
Change-11,489,931 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,223,526
Change-11,223,526 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,505,898
Change-9,505,898 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,080,319
Change-7,080,319 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 6,910,000
Change-6,910,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,224,145
Change-6,224,145 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 5,566,778
Change-5,566,778 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,211,587
Change-4,211,587 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,482,215
Change-3,482,215 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,970,097
Change-2,970,097 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,828,776
Change-2,828,776 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,796,651
Change-1,796,651 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,569,752
Change-1,569,752 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,297,425
Change-1,297,425 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,174,633
Change-1,174,633 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,048,095
Change-1,048,095 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 978,076
Change-978,076 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 976,257
Change-976,257 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 961,695
Change-961,695 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 932,608
Change-932,608 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 862,477
Change-862,477 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 830,570
Change-830,570 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 711,465
Change-711,465 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 653,421
Change-653,421 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 534,768
Change-534,768 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 522,484
Change-522,484 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 485,094
Change-485,094 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 461,448
Change-461,448 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 461,090
Change-461,090 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 401,291
Change-401,291 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 384,353
Change-384,353 (-100%)
Value—
Blair William & Co
N/A
Shares— from 382,748
Change-382,748 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 347,240
Change-347,240 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 327,492
Change-327,492 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 305,685
Change-305,685 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 260,059
Change-260,059 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 225,466
Change-225,466 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 225,179
Change-225,179 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 202,467
Change-202,467 (-100%)
Value—
Stephens Inc
N/A
Shares— from 202,239
Change-202,239 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 196,205
Change-196,205 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 180,336
Change-180,336 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 171,062
Change-171,062 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 154,623
Change-154,623 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 152,069
Change-152,069 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 146,281
Change-146,281 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 142,003
Change-142,003 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 140,182
Change-140,182 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 138,765
Change-138,765 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 122,366
Change-122,366 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 116,756
Change-116,756 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 113,963
Change-113,963 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 112,055
Change-112,055 (-100%)
Value—
&partners
N/A
Shares— from 109,308
Change-109,308 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 97,846
Change-97,846 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 95,787
Change-95,787 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 94,278
Change-94,278 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 85,448
Change-85,448 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 83,634
Change-83,634 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 81,980
Change-81,980 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 81,400
Change-81,400 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 76,106
Change-76,106 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 75,125
Change-75,125 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 73,589
Change-73,589 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 71,301
Change-71,301 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 68,856
Change-68,856 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 63,779
Change-63,779 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 63,708
Change-63,708 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 61,538
Change-61,538 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 57,718
Change-57,718 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 55,488
Change-55,488 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 54,616
Change-54,616 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 52,802
Change-52,802 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 47,520
Change-47,520 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 47,182
Change-47,182 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 45,446
Change-45,446 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 44,334
Change-44,334 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 42,001
Change-42,001 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 41,900
Change-41,900 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,069
Change-39,069 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 39,042
Change-39,042 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 38,867
Change-38,867 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 37,614
Change-37,614 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 36,350
Change-36,350 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 33,559
Change-33,559 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 32,965
Change-32,965 (-100%)
Value—
Commerce Bank
N/A
Shares— from 32,114
Change-32,114 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 32,112
Change-32,112 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,266
Change-31,266 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 28,508
Change-28,508 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 27,509
Change-27,509 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 27,359
Change-27,359 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 26,611
Change-26,611 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 23,255
Change-23,255 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 23,069
Change-23,069 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 22,583
Change-22,583 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,523
Change-22,523 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,247
Change-22,247 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 21,750
Change-21,750 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,126
Change-21,126 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,432
Change-20,432 (-100%)
Value—
American Trust
N/A
Shares— from 20,275
Change-20,275 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 19,818
Change-19,818 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 19,250
Change-19,250 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 19,040
Change-19,040 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 18,610
Change-18,610 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,362
Change-18,362 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 18,296
Change-18,296 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 17,836
Change-17,836 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 17,273
Change-17,273 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,752
Change-16,752 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 15,368
Change-15,368 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 15,207
Change-15,207 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,170
Change-15,170 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 14,596
Change-14,596 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 14,283
Change-14,283 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,838
Change-13,838 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 13,565
Change-13,565 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,545
Change-13,545 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 13,403
Change-13,403 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,323
Change-13,323 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,760
Change-11,760 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 11,725
Change-11,725 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 11,673
Change-11,673 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 11,137
Change-11,137 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,015
Change-11,015 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 10,972
Change-10,972 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 10,491
Change-10,491 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,053
Change-3,053 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 292
Change-292 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 184
Change-184 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 72
Change-72 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 0
Change0
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Stonebridge Advisors LLC
INCREASED5,773,0681,230,714+4,542,354+369%$13.3M$58.1M+$44.8M2026-11-06
LPL Financial LLC
DECREASED4,392,4154,960,339-567,924-11%$53.8M$44.2M-$9.5M2026-11-06
Allworth Financial LP
INCREASED3,635,9243,438,874+197,050+6%$37.3M$39.4M+$2.1M2026-11-06
Spectrum Asset Management, Inc.
DECREASED3,204,1114,953,026-1,748,915-35%$53.7M$32.3M-$21.4M2026-11-02
Clearstead Advisors, LLC
INCREASED1,746,0881,567,477+178,611+11%$17.0M$17.6M+$591.7K2026-11-06
Fulton Breakefield Broenniman LLC
NEW1,264,558—+1,264,558——$12.7M—2026-11-03
Manske Wealth Management
INCREASED822,791751,282+71,509+10%$8.1M$8.3M+$141.6K2026-10-26
Prairiewood Capital, LLC
INCREASED728,526657,946+70,580+11%$7.1M$7.3M+$204.1K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED693,052695,937-2,8850%$7.5M$7.0M-$565.0K2026-11-02
Investors Research Corp
INCREASED649,529609,077+40,452+7%$6.6M$6.5M-$61.6K2026-10-07
Truist Financial Corp
INCREASED558,502535,327+23,175+4%$5.8M$5.6M-$178.8K2026-10-30
Commonwealth Equity Services, LLC
DECREASED528,541585,174-56,633-10%$6.3M$5.3M-$1.0M2026-11-02
Cordoba Advisory Partners LLC
INCREASED476,733465,571+11,162+2%$5.0M$4.8M-$246.1K2026-10-19
Noesis Capital Mangement Corp
INCREASED459,127454,412+4,715+1%$4.9M$4.6M-$302.4K2026-10-26
Plimoth Trust Co LLC
INCREASED457,964457,054+910+0%$5.0M$4.6M-$342.8K2026-10-26
Sound Income Strategies, LLC
DECREASED439,978443,454-3,476-1%$4.8M$4.4M-$394.1K2026-10-09
Compass Financial Group, Inc. (Ohio)
INCREASED412,153383,598+28,555+7%$4.2M$4.2M-$7.8K2026-10-19
Baker Avenue Asset Management, LP
INCREASED320,444313,399+7,045+2%$3.4M$3.2M-$170.4K2026-11-06
NewSquare Capital LLC
INCREASED235,553209,997+25,556+12%$2.3M$2.4M+$95.7K2026-11-06
First Hawaiian Bank
DECREASED233,752278,337-44,585-16%$3.0M$2.4M-$663.3K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED213,938356,176-142,238-40%$3.9M$2.1M-$1.7M2026-10-13
Kestra Advisory Services, LLC
INCREASED211,158198,758+12,400+6%$2.2M$2.1M-$28.2K2026-11-02
Brighton Securities Corp.
INCREASED176,812176,237+575+0%$1.9M$1.8M-$129.9K2026-10-08
HBK Sorce Advisory LLC
DECREASED160,958182,265-21,307-12%$2.0M$1.6M-$356.0K2026-11-06
KCM Investment Advisors LLC
DECREASED160,908242,182-81,274-34%$2.6M$1.6M-$1.0M2026-10-27
First Premier Bank
DECREASED151,060169,049-17,989-11%$1.8K$1.5K-$3122026-10-13
Creative Planning
INCREASED147,981108,788+39,193+36%$1.2M$1.5M+$310.9K2026-11-02
Albion Financial Group
DECREASED140,231162,964-22,733-14%$1.8M$1.4M-$354.4K2026-10-21
Fifth Third Bancorp
INCREASED131,609125,852+5,757+5%$1.4M$1.3M-$38.9K2026-11-05
Wealth Advisory Solutions, LLC
INCREASED125,651118,381+7,270+6%$1.3M$1.3M-$17.9K2026-10-20
RFG Advisory, LLC
DECREASED118,778119,187-4090%$1.3M$1.2M-$95.9K2026-11-03
KG Capital Management
INCREASED117,594116,480+1,114+1%$1.3M$1.2M-$78.5K2026-10-15
Ibex Wealth Advisors
DECREASED117,365117,940-5750%$1.3M$1.2M-$96.6K2026-11-06
Independent Wealth Network Inc.
INCREASED116,446114,587+1,859+2%$1.2M$1.2M-$69.5K2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED111,818104,483+7,335+7%$1.1M$1.1M-$6.6K2026-10-05
Charles Schwab Trust Co
DECREASED103,717307,033-203,316-66%$3.3M$1.0M-$2.3M2026-10-15
Gould Asset Management LLC
INCREASED97,97894,468+3,510+4%$1.0M$986.6K-$37.4K2026-11-06
Shulman DeMeo Asset Management LLC
DECREASED93,37899,433-6,055-6%$1.1M$940.3K-$137.5K2026-10-09
Pines Wealth Management, LLC
INCREASED91,77786,465+5,312+6%$937.3K$924.2K-$13.1K2026-10-21
Amicus Financial Advisors, LLC
INCREASED90,49173,038+17,453+24%$791.7K$911.2K+$119.5K2026-11-03
AlphaCore Capital LLC
DECREASED81,58383,983-2,400-3%$910.4K$821.5K-$88.8K2026-11-04
Principal Financial Group Inc
INCREASED79,60132,201+47,400+147%$349.1K$801.6K+$452.5K2026-11-02
Acute Investment Advisory, LLC
DECREASED75,38277,378-1,996-3%$838.8K$759.1K-$79.7K2026-10-16
Avantax Planning Partners, Inc.
DECREASED75,124157,648-82,524-52%$1.7M$756.5K-$952.4K2026-11-03
D.A. Davidson & Co.
DECREASED72,63474,961-2,327-3%$812.6K$731.4K-$81.2K2026-10-28
Cane Capital Partners, LLC
DECREASED70,85982,517-11,658-14%$894.5K$713.6K-$180.9K2026-10-23
Greenup Street Wealth Management LLC
INCREASED63,65261,875+1,777+3%$670.7K$641.0K-$29.7K2026-10-28
Beam Wealth Advisors, Inc.
DECREASED63,19468,328-5,134-8%$740.7K$636.4K-$104.3K2026-11-03
Aletheian Wealth Advisors LLC
DECREASED62,69862,759-610%$680.3K$631.4K-$48.9K2026-10-08
New England Private Wealth Advisors LLC
INCREASED61,48860,462+1,026+2%$655.4K$619.2K-$36.2K2026-10-19
McAdam, LLC
DECREASED60,31967,189-6,870-10%$728.3K$607.4K-$120.9K2026-10-21
Brighton Jones LLC
INCREASED59,36158,373+988+2%$632.8K$597.8K-$35.0K2026-11-03
Simon Quick Advisors, LLC
DECREASED58,20564,939-6,734-10%$703.9K$586.1K-$117.8K2026-10-26
Independent Financial Group, LLC
DECREASED56,01470,830-14,816-21%$767.8K$564.1K-$203.7K2026-10-13
Lido Advisors, LLC
INCREASED55,19154,909+282+1%$595.2K$555.8K-$39.4K2026-11-04
1620 Investment Advisors, Inc.
DECREASED54,03254,337-305-1%$589.0K$544.1K-$44.9K2026-11-04
Point Windward Advisors Inc.
INCREASED49,96248,122+1,840+4%$521.6K$503.1K-$18.5K2026-11-06
M Holdings Securities, Inc.
NEW49,944—+49,944——$493—2026-11-03
Oppenheimer & Co Inc
DECREASED49,46560,218-10,753-18%$652.8K$498.1K-$154.7K2026-10-26
Lanark Financial, Inc.
INCREASED48,98243,632+5,350+12%$473.0K$493.2K+$20.3K2026-10-26
Christensen, King & Associates Investment Services, Inc.
DECREASED47,56353,075-5,512-10%$575.3K$479.0K-$96.4K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED44,13059,206-15,076-25%$641.8K$444.4K-$197.4K2026-10-16
Etesian Wealth Advisors, Inc.
UNCHANGED43,79943,79900%$474.8K$441.1K-$33.7K2026-10-27
Fiduciary Advisors, Inc.
INCREASED42,25242,245+7+0%$457.9K$425.5K-$32.5K2026-10-16
VestGen Advisors, LLC
UNCHANGED41,20041,20000%$446.6K$414.9K-$31.7K2026-10-27
Brookstone Capital Management
DECREASED40,62343,319-2,696-6%$469.6K$409.1K-$60.5K2026-10-22
Florida Trust Wealth Management Co
UNCHANGED40,07540,07500%$434.4K$403.6K-$30.9K2026-11-05
Butensky & Cohen Financial Security, Inc
DECREASED39,87541,953-2,078-5%$454.8K$401.5K-$53.2K2026-10-13
Private Trust Co NA
DECREASED39,77348,539-8,766-18%$526.2K$400.5K-$125.6K2026-10-20
StoneX Group Inc.
INCREASED38,25625,997+12,259+47%$281.8K$401.2K+$119.4K2026-11-03
Argus Investors' Counsel, Inc.
UNCHANGED36,83436,83400%$399.3K$370.9K-$28.4K2026-10-09
Rockland Trust Co
DECREASED36,62849,209-12,581-26%$533.4K$368.8K-$164.6K2026-10-05
Simplicity Wealth,LLC
DECREASED36,35739,840-3,483-9%$431.9K$366.1K-$65.8K2026-10-23
MeadowBrook Investment Advisors LLC
DECREASED35,31237,762-2,450-6%$409.3K$350.3K-$59.0K2026-10-29
Prospera Financial Services Inc
DECREASED35,21444,110-8,896-20%$478.2K$346.5K-$131.7K2026-11-04
Wealthcare Advisory Partners LLC
DECREASED34,87047,432-12,562-26%$514.2K$351.1K-$163.0K2026-10-21
Savant Capital, LLC
DECREASED34,27234,355-830%$372.4K$345.1K-$27.3K2026-11-06
Kingswood Wealth Advisors, LLC
NEW33,478—+33,478——$337.1K—2026-10-23
Ariadne Wealth Management, LP
UNCHANGED32,27132,27100%$349.8K$325.0K-$24.8K2026-11-06
Friedenthal Financial
INCREASED30,05729,121+936+3%$315.7K$302.7K-$13.0K2026-10-27
Old National Bancorp
UNCHANGED29,98229,98200%$325.0K$301.9K-$23.1K2026-10-20
Creekside Partners
UNCHANGED29,85029,85000%$323.6K$300.6K-$23.0K2026-11-04
GC Wealth Management RIA, LLC
NEW29,708—+29,708——$299.2K—2026-11-02
Portland Financial Advisors Inc
DECREASED28,00828,070-620%$304.3K$282.0K-$22.2K2026-10-26
Farther Finance Advisors, LLC
INCREASED27,95318,631+9,322+50%$202.0K$281.5K+$79.5K2026-10-08
Choreo, LLC
NEW27,777—+27,777——$279.7K—2026-10-28
Ascentis Independent Advisors
NEW25,992—+25,992——$261.7K—2026-11-03
Landaas & Co
UNCHANGED25,98725,98700%$281.7K$261.7K-$20.0K2026-10-29
Accel Wealth Management
INCREASED25,00224,759+243+1%$268.4K$251.8K-$16.6K2026-10-13
SkyOak Wealth, LLC
DECREASED24,77833,778-9,000-27%$366.2K$249.5K-$116.6K2026-10-28
Sowell Financial Services LLC
DECREASED24,60325,776-1,173-5%$279.4K$247.8K-$31.7K2026-10-23
Autumn Glory Partners, LLC
UNCHANGED23,62723,62700%$256.1K$237.9K-$18.2K2026-10-26
Park Avenue Securities LLC
DECREASED23,48027,418-3,938-14%$297.0K$236.0K-$61.0K2026-10-26
Capital Investment Advisors, LLC
DECREASED22,93324,627-1,694-7%$267.0K$230.9K-$36.0K2026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED22,90522,90500%$248.3K$230.7K-$17.6K2026-10-23
Keybank National Association
UNCHANGED22,80122,80100%$247.2K$229.6K-$17.6K2026-11-04
Amplius Wealth Advisors, LLC
UNCHANGED21,76121,76100%$235.9K$219.1K-$16.8K2026-10-20
Legacy Private Trust Co.
UNCHANGED20,70020,70000%$224.4K$208.4K-$15.9K2026-10-06
Valeo Financial Advisors, LLC
UNCHANGED20,09120,09100%$217.8K$202.3K-$15.5K2026-10-08
Cherry Tree Wealth Management, LLC
DECREASED19,97455,673-35,699-64%$603.5K$201.1K-$402.4K2026-10-15
HB Wealth Management, LLC
INCREASED19,89513,387+6,508+49%$145.1K$200.3K+$55.2K2026-10-23
Apella Capital, LLC
INCREASED19,70719,467+240+1%$211.8K$196.5K-$15.3K2026-10-08
Nations Financial Group Inc,
DECREASED19,40120,596-1,195-6%$223.3K$195.4K-$27.9K2026-11-05
Venture Visionary Partners LLC
DECREASED19,22620,356-1,130-6%$220.7K$193.6K-$27.1K2026-10-07
Thrivent Financial for Lutherans
DECREASED19,12427,861-8,737-31%$302.0K$194-$301.8K2026-11-05
Level Four Advisory Services, LLC
DECREASED19,00921,986-2,977-14%$238.3K$191.4K-$46.9K2026-11-06
Wagner Wealth Management, LLC
DECREASED18,96957,195-38,226-67%$620.0K$191.0K-$429.0K2026-10-21
Friday Financial
UNCHANGED18,92318,92300%$205.9K$192.3K-$13.6K2026-10-09
Eclectic Associates Inc
INCREASED18,79717,282+1,515+9%$187.3K$189.3K+$1.9K2026-10-09
Kestra Private Wealth Services, LLC
DECREASED18,46921,836-3,367-15%$236.7K$186.0K-$50.7K2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED18,22718,22700%$197.6K$183.5K-$14.0K2026-10-29
Cullen T Bankers, Inc.
DECREASED17,40124,732-7,331-30%$268.1K$175.2K-$92.9K2026-10-28
Purus Wealth Management, LLC
INCREASED16,90716,836+71+0%$182.5K$170.3K-$12.2K2026-10-15
FF Advisors,LLC
DECREASED16,60441,067-24,463-60%$445.2K$167.2K-$278.0K2026-10-21
Confluence Wealth Services, Inc.
NEW15,447—+15,447——$155.6K—2026-11-05
Farrell Financial LLC
DECREASED15,42119,799-4,378-22%$214.6K$155.3K-$59.3K2026-10-16
Madrona Financial Services, LLC
DECREASED15,26716,194-927-6%$175.5K$153.7K-$21.8K2026-10-23
GenWealth Group, Inc.
UNCHANGED15,06915,06900%$163.3K$151.7K-$11.6K2026-10-16
Weitzel Financial Services, Inc.
UNCHANGED14,84314,84300%$161.5K$150.9K-$10.6K2026-10-16
Legacy Financial Independent Advisors LLC
DECREASED13,74113,941-200-1%$151.1K$138.4K-$12.7K2026-11-02
AlphaStar Capital Management, LLC
NEW13,440—+13,440——$135.3K—2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED13,19413,181+13+0%$142.9K$132.7K-$10.1K2026-11-02
SAX Wealth Advisors, LLC
DECREASED12,71613,059-343-3%$142.1K$128.1K-$14.0K2026-10-13
Sigma Planning Corp
DECREASED12,45516,634-4,179-25%$180.3K$125.4K-$54.9K2026-10-23
Leading Edge Financial Planning LLC
NEW12,406—+12,406——$124.9K—2026-10-23
Sapient Capital LLC
UNCHANGED12,23212,23200%$132.6K$123.2K-$9.4K2026-10-08
Weaver Consulting Group
UNCHANGED11,92511,92500%$129.3K$120.1K-$9.2K2026-10-07
Financial Council, LLC
INCREASED11,83611,639+197+2%$126.2K$119.2K-$7.0K2026-11-02
Clear Harbor Asset Management, LLC
DECREASED11,75012,220-470-4%$132.5K$118.3K-$14.1K2026-11-05
American State Bank (Iowa)
NEW11,681—+11,681——$117.6K—2026-11-03
Key Capital Management, Inc
INCREASED11,531261+11,270+4318%$2.8K$113.6K+$110.8K2026-11-03
PNC Financial Services Group, Inc.
DECREASED11,50312,346-843-7%$133.8K$115.8K-$18.0K2026-11-06
S.A. Mason LLC
UNCHANGED11,30511,30500%$122.5K$113.8K-$8.7K2026-10-13
Fortitude Advisory Group L.L.C.
UNCHANGED10,91210,91200%$118.3K$109.9K-$8.4K2026-10-15
Nova Financial LLC
NEW10,900—+10,900——$109.8K—2026-11-04
Brandywine OAK Private Wealth LLC
UNCHANGED10,62810,62800%$115.2K$107.0K-$8.2K2026-10-23
Financial Insights, Inc.
UNCHANGED10,60010,60000%$114.9K$106.7K-$8.2K2026-10-27
Vontobel Holding Ltd.
UNCHANGED10,25010,25000%$111.1K$103.2K-$7.9K2026-10-16
Blue Trust, Inc.
INCREASED10,24110,009+232+2%$108.5K$103.1K-$5.4K2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED10,03010,03000%$108.7K$101.0K-$7.7K2026-11-05
Lynx Investment Advisory
UNCHANGED10,00610,00600%$108.5K$100.8K-$7.7K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED9,9194,955+4,964+100%$53.7K$99.9K+$46.2K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED9,9118,677+1,234+14%$94.1K$99.8K+$5.7K2026-10-30
Robbins Farley
DECREASED8,9499,402-453-5%$101.9K$90.1K-$11.8K2026-10-21
UMB Bank, n.a.
DECREASED8,3259,011-686-8%$97.7K$83.8K-$13.8K2026-11-06
Deutsche Bank Ag\
INCREASED8,2851,570+6,715+428%$17.0K$83.4K+$66.4K2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED8,2188,21800%$89.1K$82.9K-$6.2K2026-10-30
First United Bank & Trust
INCREASED8,1116,273+1,838+29%$68.0K$81.7K+$13.7K2026-10-22
Duncker Streett & Co Inc
UNCHANGED8,0008,00000%$86.7K$80.6K-$6.2K2026-10-27
Register Financial Advisors LLC
INCREASED7,9357,855+80+1%$85.1K$79.9K-$5.2K2026-10-23
Buck Wealth Strategies, LLC
DECREASED7,7398,298-559-7%$89.9K$77.9K-$12.0K2026-10-28
IFP Advisors, Inc
DECREASED7,4419,643-2,202-23%$104.5K$74.9K-$29.6K2026-10-16
Independence Bank of Kentucky
DECREASED7,2108,010-800-10%$86.8K$72.6K-$14.2K2026-10-26
Parallel Advisors, LLC
INCREASED6,9476,610+337+5%$71.7K$70.0K-$1.7K2026-11-03
CoreCap Advisors, LLC
UNCHANGED6,5926,59200%$71.5K$66.4K-$5.1K2026-10-08
Mcdonald Partners LLC
DECREASED5,7055,780-75-1%$62.7K$57.4K-$5.2K2026-11-03
Bank of New Hampshire
DECREASED5,6006,700-1,100-16%$72.6K$56.4K-$16.2K2026-10-06
Main Street Group, LTD
UNCHANGED5,0775,07700%$55.0K$51.1K-$3.9K2026-10-28
North Star Investment Management Corp.
UNCHANGED4,8784,87800%$52.9K$49.1K-$3.8K2026-10-27
Community Financial Services Group, LLC
UNCHANGED4,1434,14300%$45.1K$42.1K-$3.0K2026-10-15
Peoples Financial Services Corp.
UNCHANGED4,0004,00000%$43.4K$40.3K-$3.1K2026-10-20
Blueline Advisors LLC
UNCHANGED3,7503,75000%$40.7K$37.8K-$2.9K2026-10-15
SRH Advisors, LLC
UNCHANGED3,5003,50000%$37.9K$35.2K-$2.7K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED3,2923,790-498-13%$41.1K$33.2K-$7.9K2026-11-04
Kentucky Trust Co
UNCHANGED3,0803,08000%$33.4K$31.0K-$2.4K2026-10-15
Bangor Savings Bank
DECREASED3,0006,500-3,500-54%$70.5K$30.2K-$40.3K2026-10-06
Central Trust Co
DECREASED2,5486,164-3,616-59%$66.8K$25.7K-$41.2K2026-11-05
Tompkins Financial Corp
DECREASED2,50623,706-21,200-89%$257.0K$25.2K-$231.7K2026-10-05
SBK Financial, Inc.
UNCHANGED2,4002,40000%$26.0K$24.2K-$1.8K2026-11-02
Winthrop Capital Management, LLC
INCREASED2,1552,119+36+2%$23.0K$21.7K-$1.3K2026-11-05
First Bancorp, Inc
UNCHANGED2,0522,05200%$22.2K$20.7K-$1.6K2026-10-26
Nfsg Corp
DECREASED2,0002,020-20-1%$21.9K$20.1K-$1.8K2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED1,5001,50000%$16.3K$15.1K-$1.2K2026-10-09
Creative Financial Designs Inc
UNCHANGED1,4791,47900%$16.0K$14.9K-$1.1K2026-11-04
Compass Financial Management LLC
UNCHANGED1,3691,36900%$14.8K$13.8K-$9842026-10-30
US Bancorp \de\
UNCHANGED1,3501,35000%$14.6K$13.6K-$1.0K2026-11-05
Triumph Capital Management
UNCHANGED1,2191,21900%$13.2K$12.3K-$9392026-10-14
Salomon & Ludwin, LLC
UNCHANGED1,1681,16800%$12.7K$11.8K-$9462026-10-29
Montag A & Associates Inc
NEW996—+996——$10.0K—2026-10-29
Ares Financial Consulting, LLC
UNCHANGED97097000%$10.5K$9.8K-$7472026-10-19
Gamma Investing LLC
DECREASED9332,041-1,108-54%$22.1K$9.4K-$12.7K2026-10-08
Assetmark, Inc
INCREASED7023+699+23300%$33$7.1K+$7.0K2026-10-21
Princeton Global Asset Management LLC
INCREASED688421+267+63%$4.6K$6.9K+$2.4K2026-10-21
Rossby Financial, LCC
NEW660—+660——$6.6K—2026-11-05
New England Capital Financial Advisors LLC
UNCHANGED60860800%$6.6K$6.1K-$4682026-11-03
William Mack & Associates, Inc.
NEW550—+550——$5.5K—2026-10-27
Latitude Advisors, LLC
NEW513—+513——$5.2K—2026-10-27
Richardson Financial Services Inc.
UNCHANGED50050000%$5.4K$5.0K-$3852026-10-30
Adirondack Trust Co
UNCHANGED50050000%$5.4K$5.0K-$3852026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED49049000%$5.3K$4.9K-$3782026-11-05
Asset Dedication, LLC
NEW467—+467——$4.7K—2026-11-03
Wolff Wiese Magana LLC
UNCHANGED45345300%$4.9K$4.6K-$3492026-10-15
Spire Wealth Management
UNCHANGED44144100%$4.8K$4.4K-$3392026-10-30
Citigroup Inc
INCREASED3152+313+15650%$22$3.2K+$3.2K2026-11-04
Trust Co of Vermont
INCREASED310290+20+7%$3.1K$3.1K-$222026-10-21
Markowski Investments
INCREASED245115+130+113%$1.2K$2.5K+$1.2K2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED20620600%$2.2K$2.1K-$1592026-10-20
Piscataqua Savings Bank
UNCHANGED20020000%$2.2K$2.0K-$1542026-10-21
Golden State Wealth Management, LLC
INCREASED191188+3+2%$2.0K$1.9K-$1142026-11-02
Ascentis Wealth Management, LLC
NEW163—+163——$1.6K—2026-11-03
High Note Wealth, LLC
UNCHANGED16116100%$1.7K$1.6K-$1242026-10-27
Biltmore Family Office, LLC
NEW93—+93——$937—2026-11-03
Concord Wealth Partners
UNCHANGED808000%$867$806-$612026-11-02
Axiom Investment Management LLC
NEW78—+78——$785—2026-11-03
Mainstream Capital Management LLC
NEW73—+73——$735—2026-10-23
Barrett & Company, Inc.
UNCHANGED666600%$715$665-$502026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED5311,311-11,258-100%$122.6K$534-$122.1K2026-10-27
Costello Asset Management, Inc
UNCHANGED525200%$559$528-$312026-10-30
Harbor Investment Advisory, LLC
UNCHANGED252500%$271$252-$192026-10-13
Mechanics Financial Corp
UNCHANGED252500%$271$252-$192026-11-05
Russell Investments Group, Ltd.
UNCHANGED8800%$92$85-$72026-11-06
Foresight Capital Management Advisors, Inc.
NEW5—+5——$50—2026-10-27
Manchester Capital Management LLC
UNCHANGED3300%$33$31-$22026-10-22
Allspring Global Investments Holdings, LLC
UNCHANGED2200%$19$18-$12026-11-04
POM Investment Strategies, LLC
NEW1—+1——$8—2026-10-20
Atwood & Palmer Inc
DECREASED130-29-97%$326$11-$3152026-10-08
Elevation Wealth Partners, LLC
UNCHANGED1100%$12$11-$12026-10-07
Nautilus Advisors LLC
CLOSED040,693-40,693-100%$441.5K$0-$441.5K2026-10-07
Ramiah Investment Group
CLOSED040,668-40,668-100%$440.8K$0-$440.8K2026-10-20
Founders Capital Management
CLOSED020,345-20,345-100%$220.5K$0-$220.5K2026-10-13
Stone Summit Wealth LLC
CLOSED018,899-18,899-100%$204.9K$0-$204.9K2026-10-14
Patriot Investment Management Group, Inc.
CLOSED018,340-18,340-100%$198.8K$0-$198.8K2026-10-15
RDA Financial Network
CLOSED018,030-18,030-100%$195.4K$0-$195.4K2026-10-15
Atria Investments, Inc
CLOSED013,450-13,450-100%$145.8K$0-$145.8K2026-10-15
Csenge Advisory Group
CLOSED012,983-12,983-100%$140.7K$0-$140.7K2026-11-04
Vise Technologies, Inc.
CLOSED012,485-12,485-100%$135.3K$0-$135.3K2026-10-29
J.W. Cole Advisors, Inc.
CLOSED012,470-12,470-100%$135.2K$0-$135.2K2026-11-05
Daymark Wealth Partners, LLC
CLOSED011,655-11,655-100%$126.3K$0-$126.3K2026-11-04
Rockwood Wealth Management, LLC
CLOSED010,535-10,535-100%$114.2K$0-$114.2K2026-10-27
Rare Wolf Capital LLC
CLOSED010,479-10,479-100%$113.6K$0-$113.6K2026-10-20
Diversify Advisory Services, LLC
CLOSED010,155-10,155-100%$108.9K$0-$108.9K2026-10-20
Diversify Wealth Management, LLC
CLOSED010,155-10,155-100%$108.9K$0-$108.9K2026-10-20
LFA - Lugano Financial Advisors SA
CLOSED09,530-9,530-100%$103.3K$0-$103.3K2026-11-03
Larson Financial Group LLC
CLOSED09,135-9,135-100%$99.0K$0-$99.0K2026-11-05
NBT Bank, N.A.
CLOSED07,020-7,020-100%$76.1K$0-$76.1K2026-10-21
AdvisorNet Financial, Inc
CLOSED06,650-6,650-100%$72.1K$0-$72.1K2026-10-15
International Assets Investment Management, LLC
CLOSED04,570-4,570-100%$49.7K$0-$49.7K2026-11-02
Wilmington Savings Fund Society, FSB
CLOSED02,525-2,525-100%$27.4K$0-$27.4K2026-10-23
Ameliora Wealth Management Ltd.
CLOSED01,714-1,714-100%$18.6K$0-$18.6K2026-10-23
Provident Wealth Management, LLC
CLOSED0808-808-100%$8.8K$0-$8.8K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0700-700-100%$7.6K$0-$7.6K2026-10-14
Hoese & Co LLP
CLOSED069-69-100%$747$0-$7472026-10-21
StrongBox Wealth, LLC
CLOSED034-34-100%$369$0-$3692026-11-02
Hanson & Doremus Investment Management
CLOSED025-25-100%$0$0$02026-10-16
Kingdom Financial Group Llc.
CLOSED04-4-100%$46$0-$462026-11-04
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Bank of America Corp
N/A—87,102,654-87,102,654-100%$944.2M———
Bramshill Investments, LLC
N/A—11,489,931-11,489,931-100%$124.6M———
Wells Fargo & Company
N/A—11,223,526-11,223,526-100%$121.7M———
UBS Group AG
N/A—9,505,898-9,505,898-100%$103.0M———
JPMorgan Chase & Co
N/A—7,080,319-7,080,319-100%$77.0M———
Centiva Capital, LP
N/A—6,910,000-6,910,000-100%$74.9M———
Morgan Stanley
N/A—6,224,145-6,224,145-100%$67.5M———
Cohen & Steers, Inc.
N/A—5,566,778-5,566,778-100%$60.3M———
Ameriprise Financial Inc
N/A—4,211,587-4,211,587-100%$45.8M———
Bessemer Group Inc
N/A—3,482,215-3,482,215-100%$37.7M———
Raymond James Financial Inc
N/A—2,970,097-2,970,097-100%$32.2M———
Royal Bank of Canada
N/A—2,828,776-2,828,776-100%$30.7M———
First Trust Advisors LP
N/A—1,796,651-1,796,651-100%$19.5M———
Checchi Capital Advisers, LLC
N/A—1,569,752-1,569,752-100%$17.0M———
Osaic Holdings, Inc.
N/A—1,297,425-1,297,425-100%$14.1M———
Huntington National Bank
N/A—1,174,633-1,174,633-100%$12.7M———
UBS Asset Management Americas LLC
N/A—1,048,095-1,048,095-100%$11.4M———
MAI Capital Management
N/A—978,076-978,076-100%$10.6M———
Envestnet Asset Management Inc
N/A—976,257-976,257-100%$10.6M———
Private Advisor Group, LLC
N/A—961,695-961,695-100%$10.4M———
Cary Street Partners Financial LLC
N/A—932,608-932,608-100%$10.1M———
Cetera Investment Advisers
N/A—862,477-862,477-100%$9.3M———
Trinity Legacy Partners, LLC
N/A—830,570-830,570-100%$9.0M———
Rockefeller Capital Management L.P.
N/A—711,465-711,465-100%$7.7M———
Bank of Montreal
N/A—653,421-653,421-100%$7.1M———
Stifel Financial Corp
N/A—534,768-534,768-100%$5.8M———
Janney Montgomery Scott LLC
N/A—522,484-522,484-100%$5.7M———
Banque Transatlantique SA
N/A—485,094-485,094-100%$5.3M———
Integrated Wealth Concepts LLC
N/A—461,448-461,448-100%$5.0M———
First National Bank & Trust Co of Newtown
N/A—461,090-461,090-100%$4.9M———
Field & Main Bank
N/A—401,291-401,291-100%$4.3M———
Focus Partners Wealth
N/A—384,353-384,353-100%$4.2M———
Blair William & Co
N/A—382,748-382,748-100%$4.1M———
Quadrature Capital Ltd
N/A—347,240-347,240-100%$3.8M———
Geneos Wealth Management Inc.
N/A—327,492-327,492-100%$3.6M———
Gotham Asset Management, LLC
N/A—305,685-305,685-100%$3.3M———
MML Investors Services, LLC
N/A—260,059-260,059-100%$2.8M———
Global Retirement Partners, LLC
N/A—225,466-225,466-100%$2.4M———
Arkos Global Advisors
N/A—225,179-225,179-100%$2.4M———
GeoWealth Management, LLC
N/A—202,467-202,467-100%$2.2M———
Stephens Inc
N/A—202,239-202,239-100%$2.2M———
Shepherd Kaplan Krochuk, LLC
N/A—196,205-196,205-100%$2.1M———
World Investment Advisors
N/A—180,336-180,336-100%$2.0M———
Guggenheim Capital LLC
N/A—171,062-171,062-100%$1.9M———
Jones Financial Companies Lllp
N/A—154,623-154,623-100%$1.7M———
NewEdge Advisors, LLC
N/A—152,069-152,069-100%$1.6M———
Orion Porfolio Solutions, LLC
N/A—146,281-146,281-100%$1.6M———
White Pine Capital LLC
N/A—142,003-142,003-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—140,182-140,182-100%$1.5M———
Tudor Financial Inc.
N/A—138,765-138,765-100%$1.5M———
Principal Securities, Inc.
N/A—122,366-122,366-100%$1.3M———
HighTower Advisors, LLC
N/A—116,756-116,756-100%$1.3M———
Prudential Financial Inc
N/A—113,963-113,963-100%$1.2M———
Cerity Partners LLC
N/A—112,055-112,055-100%$1.2M———
&partners
N/A—109,308-109,308-100%$1.2M———
Invesco Ltd.
N/A—97,846-97,846-100%$1.1M———
Waverly Advisors, LLC
N/A—95,787-95,787-100%$1.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—94,278-94,278-100%$1.0M———
CIBC Bancorp USA Inc.
N/A—85,448-85,448-100%$926.3K———
Waterloo Capital, L.P.
N/A—83,634-83,634-100%$906.6K———
Shufro Rose & Co LLC
N/A—81,980-81,980-100%$888.7K———
Nicolet Bankshares Inc
N/A—81,400-81,400-100%$888.9K———
Arax Advisory Partners
N/A—76,106-76,106-100%$825.0K———
Captrust Financial Advisors
N/A—75,125-75,125-100%$814.4K———
Susquehanna International Group, LLP
N/A—73,589-73,589-100%$797.7K———
CIBC World Market Inc.
N/A—71,301-71,301-100%$772.9K———
Pursuit Wealth Strategies, LLC
N/A—68,856-68,856-100%$746.4K———
Mariner, LLC
N/A—63,779-63,779-100%$691.4K———
Stratos Wealth Partners, Ltd.
N/A—63,708-63,708-100%$690.6K———
Federation des caisses Desjardins du Quebec
N/A—61,538-61,538-100%$667.1K———
Mercer Global Advisors Inc
N/A—57,718-57,718-100%$625.7K———
Burnham & Co LLC
N/A—55,488-55,488-100%$601.5K———
Sanctuary Advisors, LLC
N/A—54,616-54,616-100%$592.0K———
Coastwise Capital Group, LLC
N/A—52,802-52,802-100%$572.4K———
Summit Financial, LLC
N/A—47,520-47,520-100%$515.1K———
Prosperity Consulting Group, LLC
N/A—47,182-47,182-100%$511.5K———
Sequoia Financial Advisors, LLC
N/A—45,446-45,446-100%$492.6K———
Crabel Capital Management, LLC
N/A—44,334-44,334-100%$480.6K———
Insigneo Advisory Services, LLC
N/A—42,001-42,001-100%$455.3K———
Northwestern Mutual Wealth Management Co
N/A—41,900-41,900-100%$454.2K———
Kingsview Wealth Management, LLC
N/A—39,069-39,069-100%$423.5K———
One Capital Management, LLC
N/A—39,042-39,042-100%$424.8K———
Wealthspire Advisors, LLC
N/A—38,867-38,867-100%$421.3K———
Gladstone Institutional Advisory LLC
N/A—37,614-37,614-100%$407.7K———
Everstar Asset Management, LLC
N/A—36,350-36,350-100%$394.0K———
State Farm Mutual Automobile Insurance Co
N/A—33,559-33,559-100%$363.8K———
Cascade Financial Partners, LLC
N/A—33,000-33,000-100%$357.7K———
Northstar Advisory Group, LLC
N/A—32,965-32,965-100%$357.3K———
Commerce Bank
N/A—32,114-32,114-100%$348.1K———
AlTi Global, Inc.
N/A—32,112-32,112-100%$348.1K———
Goldman Sachs Group Inc
N/A—31,266-31,266-100%$338.9K———
HRT Financial LP
N/A—28,508-28,508-100%$309.0K———
CreativeOne Wealth, LLC
N/A—27,509-27,509-100%$298.2K———
Wiser Advisor Group LLC
N/A—27,359-27,359-100%$296.6K———
Camarda Financial Advisors, LLC
N/A—26,611-26,611-100%$288.5K———
Focus Partners Advisor Solutions, LLC
N/A—23,617-23,617-100%$256.0K———
Crews Bank & Trust
N/A—23,255-23,255-100%$252.1K———
Madison Wealth Partners, Inc
N/A—23,069-23,069-100%$250.1K———
Harbour Investments, Inc.
N/A—22,583-22,583-100%$244.8K———
Mutual Advisors, LLC
N/A—22,523-22,523-100%$244.1K———
Wilson & Boucher Capital Management, LLC
N/A—22,500-22,500-100%$243.9K———
Baird Financial Group, Inc.
N/A—22,247-22,247-100%$241.2K———
Texas Yale Capital Corp.
N/A—21,750-21,750-100%$235.8K———
IHT Wealth Management, LLC
N/A—21,126-21,126-100%$229.0K———
Hilton Capital Management, LLC
N/A—20,700-20,700-100%$224.4K———
Ameritas Advisory Services, LLC
N/A—20,432-20,432-100%$221.5K———
American Trust
N/A—20,275-20,275-100%$219.8K———
WCG Wealth Advisors LLC
N/A—19,818-19,818-100%$214.8K———
North Dallas Bank & Trust Co
N/A—19,250-19,250-100%$208.7K———
Marshall Financial Group, LLC
N/A—19,040-19,040-100%$206.4K———
Stratos Wealth Advisors, LLC
N/A—18,610-18,610-100%$201.7K———
Transcend Capital Advisors, LLC
N/A—18,362-18,362-100%$199.0K———
Arkadios Wealth Advisors
N/A—18,296-18,296-100%$198.3K———
Vident Advisory, LLC
N/A—17,836-17,836-100%$193.3K———
Balanced Wealth Group LLC
N/A—17,273-17,273-100%$187.2K———
Envestnet Portfolio Solutions, Inc.
N/A—16,752-16,752-100%$181.6K———
Ausdal Financial Partners, Inc.
N/A—16,632-16,632-100%$180.3K———
Orcam Financial Group
N/A—15,500-15,500-100%$168.0K———
Coastal Bridge Advisors, LLC
N/A—15,368-15,368-100%$166.6K———
TRU Independence Asset Management 2, LLC
N/A—15,207-15,207-100%$164.8K———
IMA Advisory Services, Inc.
N/A—15,170-15,170-100%$164.4K———
Adalta Capital Management LLC
N/A—14,596-14,596-100%$158.2K———
Hilltop Holdings Inc.
N/A—14,332-14,332-100%$155.4K———
Proactive Wealth Strategies LLC
N/A—14,283-14,283-100%$154.8K———
Snowden Capital Advisors LLC
N/A—13,838-13,838-100%$150.0K———
Keebeck Wealth Management
N/A—13,565-13,565-100%$147.0K———
Kovack Advisors, Inc.
N/A—13,545-13,545-100%$147.3K———
Mosaic Financial Group, LLC
N/A—13,403-13,403-100%$145.0K———
Quantinno Capital Management LP
N/A—13,323-13,323-100%$144.4K———
Equitable Holdings, Inc.
N/A—12,481-12,481-100%$135.3K———
Silver OAK Securities, Incorporated
N/A—11,760-11,760-100%$127.5K———
UP Strategic Wealth Investment Advisors LLC
N/A—11,725-11,725-100%$125.9K———
Joule Financial, LLC
N/A—11,673-11,673-100%$126.5K———
MainStreet Investment Advisors LLC
N/A—11,137-11,137-100%$120.7K———
Main Street Financial Solutions, LLC
N/A—11,015-11,015-100%$119.4K———
Lansing Street Advisors
N/A—11,007-11,007-100%$119.3K———
Rathbones Group PLC
N/A—11,000-11,000-100%$119.2K———
Prostatis Group LLC
N/A—10,972-10,972-100%$118.9K———
United Capital Financial Advisors, LLC
N/A—10,615-10,615-100%$115.0K———
IFG Advisory, LLC
N/A—10,498-10,498-100%$113.8K———
Moors & Cabot, Inc.
N/A—10,491-10,491-100%$113.7K———
Haverford Trust Co
N/A—10,373-10,373-100%$112.4K———
TRB Wealth Management, LLC
N/A—10,220-10,220-100%$110.8K———
Spartan Wealth Advisory Services LLC
N/A—10,200-10,200-100%$110.6K———
EP Wealth Advisors, LLC
N/A—9,359-9,359-100%$101.5K———
Keating Financial Advisory Services, Inc.
N/A—8,425-8,425-100%$91.3K———
Consultiva Wealth Management, Corp.
N/A—8,093-8,093-100%$87.7K———
Fourth Dimension Wealth, LLC
N/A—6,714-6,714-100%$72.8K———
Security National Bank of Sioux City Iowa
N/A—6,090-6,090-100%$66.0K———
AE Wealth Management LLC
N/A—5,187-5,187-100%$56.2K———
Ameriflex Group, Inc.
N/A—4,430-4,430-100%$48.0K———
Aptus Capital Advisors, LLC
N/A—4,420-4,420-100%$47.9K———
Millstone Evans Group, LLC
N/A—4,316-4,316-100%$46.8K———
Bellevue Asset Management, LLC
N/A—4,258-4,258-100%$46.2K———
FMR LLC
N/A—3,950-3,950-100%$42.8K———
JTC Employer Solutions Trustee Ltd
N/A—3,617-3,617-100%$39.0K———
Rogco, LP
N/A—3,053-3,053-100%$33.1K———
CVA Family Office, LLC
N/A—2,937-2,937-100%$31.8K———
Founders Financial Alliance, LLC
N/A—2,199-2,199-100%$23.8K———
Crewe Advisors LLC
N/A—1,898-1,898-100%$20.6K———
BFC Planning, Inc.
N/A—1,878-1,878-100%$20.4K———
Timbuktu Capital Management, LLC
N/A—1,667-1,667-100%$18.1K———
SOA Wealth Advisors, Llc.
N/A—1,650-1,650-100%$17.9K———
JDM Financial Group LLC
N/A—1,550-1,550-100%$16.8K———
Financial Gravity Companies, Inc.
N/A—1,500-1,500-100%$16.3K———
Bartlett & Co. Wealth Management LLC
N/A—1,456-1,456-100%$15.8K———
Lowe Brockenbrough & Co Inc
N/A—1,400-1,400-100%$15.2K———
Bernard Wealth Management Corp.
N/A—1,384-1,384-100%$15.0K———
Park Place Capital Corp
N/A—1,234-1,234-100%$13.4K———
HM Payson & Co
N/A—1,180-1,180-100%$12.8K———
Rialto Wealth Management, LLC
N/A—1,108-1,108-100%$12.0K———
Johnson Financial Group, Inc.
N/A—1,000-1,000-100%$10.8K———
Front Row Advisors LLC
N/A—1,000-1,000-100%$10.7K———
Smartleaf Asset Management LLC
N/A—917-917-100%$10.0K———
Strategic Investment Solutions, Inc.
N/A—725-725-100%$7.9K———
Rothschild Investment LLC
N/A—647-647-100%$7.0K———
Palouse Capital Management, Inc.
N/A—639-639-100%$6.9K———
Hantz Financial Services, Inc.
N/A—311-311-100%$3———
Tower Research Capital LLC (TRC)
N/A—292-292-100%$3.2K———
Westfuller Advisors, LLC
N/A—282-282-100%$3.1K———
Providence Capital Advisors, LLC
N/A—258-258-100%$2.8K———
SHP Wealth Management
N/A—184-184-100%$2.0K———
Delta Asset Management LLC
N/A—160-160-100%$1.7K———
Darwin Wealth Management, LLC
N/A—126-126-100%$1.4K———
Dunhill Financial, LLC
N/A—91-91-100%$986———
Atlantic Union Bankshares Corp
N/A—72-72-100%$780———
1 North Wealth Services LLC
N/A—60-60-100%$650———
BlackRock, Inc.
N/A—1-1-100%$10———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$11———
PlanVest Financial, Inc
N/A—00—$1———
Boreal Capital Management LLC
N/A—00—$669.0K———
Showing 437 of 437 institutions