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Ishares Convertible Bond ETF (ICVT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AMG National Trust Bank
INCREASED
Shares605,695 from 574,642
Change+31,053 (+5%)
Value$68.4M (-$1.6M)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares439,898 from 444,077
Change-4,179 (-1%)
Value$49.7M (-$4.4M)
Filed 2026-10-29
Baker Avenue Asset Management, LP
INCREASED
Shares338,777 from 334,411
Change+4,366 (+1%)
Value$38.3M (-$2.5M)
Filed 2026-11-06
Howard Capital Management, LLC
UNCHANGED
Shares281,042 from 281,042
Change0 (0%)
Value$31.7M (-$2.5M)
Filed 2026-10-16
New York Life Investment Management LLC
DECREASED
Shares248,200 from 383,882
Change-135,682 (-35%)
Value$28.0M (-$18.7M)
Filed 2026-11-04
Certified Advisory Corp
INCREASED
Shares205,902 from 192,216
Change+13,686 (+7%)
Value$23.3M (-$146.8K)
Filed 2026-10-29
Tradewinds Capital Management, LLC
DECREASED
Shares194,528 from 199,640
Change-5,112 (-3%)
Value$22.0M (-$2.3M)
Filed 2026-10-23
Cornerstone Planning Group LLC
INCREASED
Shares183,829 from 180,323
Change+3,506 (+2%)
Value$20.6M (-$416.8K)
Filed 2026-10-16
TME Financial, Inc.
INCREASED
Shares177,385 from 165,728
Change+11,657 (+7%)
Value$20.0M (-$142.8K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares163,352 from 112,640
Change+50,712 (+45%)
Value$18.4M (+$4.7M)
Filed 2026-10-16
Systelligence, LLC
DECREASED
Shares159,115 from 165,710
Change-6,595 (-4%)
Value$9.7M (-$10.5M)
Filed 2026-11-05
Independence Financial Advisors, LLC
INCREASED
Shares149,820 from 141,376
Change+8,444 (+6%)
Value$16.9M (-$291.2K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares140,274 from 136,735
Change+3,539 (+3%)
Value$15.8M (-$804.3K)
Filed 2026-10-21
Aire Advisors, LLC
INCREASED
Shares136,590 from 132,152
Change+4,438 (+3%)
Value$15.4M (-$662.4K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares98,164 from 91,288
Change+6,876 (+8%)
Value$11.1M (-$27.2K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares84,954 from 81,888
Change+3,066 (+4%)
Value$9.6M (-$298.6K)
Filed 2026-10-13
Mascagni Wealth Management, Inc.
INCREASED
Shares84,716 from 81,824
Change+2,892 (+4%)
Value$9.6M (-$393.9K)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares73,170 from 112,782
Change-39,612 (-35%)
Value$8.3M (-$5.5M)
Filed 2026-11-05
Point Nemo Capital, LLC
INCREASED
Shares69,213 from 64,066
Change+5,147 (+8%)
Value$7.8M (+$17.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares68,390 from 67,719
Change+671 (+1%)
Value$7.7K (-$8.2M)
Filed 2026-11-02
Plan Group Financial, LLC
INCREASED
Shares67,940 from 62,812
Change+5,128 (+8%)
Value$7.2M (-$434.5K)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares65,576 from 63,938
Change+1,638 (+3%)
Value$7.0M (-$206.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares65,576 from 63,938
Change+1,638 (+3%)
Value$7.0M (-$206.4K)
Filed 2026-10-20
Capital Wealth Management, LLC
INCREASED
Shares55,063 from 52,556
Change+2,507 (+5%)
Value$6.2M (-$179.6K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares54,771 from 35,831
Change+18,940 (+53%)
Value$6.2M (+$1.8M)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares53,665 from 11,936
Change+41,729 (+350%)
Value$6.1M (+$4.6M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED
Shares52,269 from 52,786
Change-517 (-1%)
Value$5.9M (-$523.2K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares51,235 from 10,113
Change+41,122 (+407%)
Value$5.8M (+$4.6M)
Filed 2026-10-29
Baron Financial Group, LLC
DECREASED
Shares49,089 from 49,453
Change-364 (-1%)
Value$5.5M (-$476.5K)
Filed 2026-10-09
Trek Financial, LLC
INCREASED
Shares46,861 from 4,896
Change+41,965 (+857%)
Value$5.3M (+$4.7M)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares45,739 from 43,742
Change+1,997 (+5%)
Value$5.2M (-$159.6K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
INCREASED
Shares43,604 from 913
Change+42,691 (+4676%)
Value$4.9M (+$4.8M)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares43,256 from 36,756
Change+6,500 (+18%)
Value$4.8M (+$472.0K)
Filed 2026-10-13
Horizon Financial Services, LLC
INCREASED
Shares42,370 from 42,123
Change+247 (+1%)
Value$4.8M (-$343.0K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
DECREASED
Shares41,229 from 41,690
Change-461 (-1%)
Value$4.7M (-$419.1K)
Filed 2026-10-06
Kroeger Financial Partners
DECREASED
Shares39,654 from 39,803
Change-149 (0%)
Value$4.5M (-$367.3K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares33,760 from 32,507
Change+1,253 (+4%)
Value$3.8M (-$144.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares32,649 from 22,479
Change+10,170 (+45%)
Value$3.7M (+$950.7K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares31,900 from 30,037
Change+1,863 (+6%)
Value$3.6M (-$54.1K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares28,131 from 30,593
Change-2,462 (-8%)
Value$3.2M (-$547.4K)
Filed 2026-11-04
Milestone Asset Management, LLC
DECREASED
Shares25,997 from 31,204
Change-5,207 (-17%)
Value$2.9M (-$862.7K)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares25,000 from 37,156
Change-12,156 (-33%)
Value$2.8M (-$1.7M)
Filed 2026-11-03
Quartz Partners, LLC
INCREASED
Shares24,467 from 21,496
Change+2,971 (+14%)
Value$2.8M (+$146.2K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares24,017 from 21,750
Change+2,267 (+10%)
Value$2.7M (+$64.5K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares23,835 from 19,707
Change+4,128 (+21%)
Value$2.7M (+$292.7K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares23,135 from 15,849
Change+7,286 (+46%)
Value$2.6K (-$1.9M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares22,770 from 23,232
Change-462 (-2%)
Value$2.6M (-$256.8K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares22,554 from 22,485
Change+69 (+0%)
Value$2.5M (-$190.2K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares20,393 from 25,561
Change-5,168 (-20%)
Value$2.3M (-$808.7K)
Filed 2026-11-05
Schuylkill Financial LLC
NEW
Shares19,983
Change+19,983
Value$2.3M
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares19,523 from 13,558
Change+5,965 (+44%)
Value$2.2M (+$554.4K)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares19,200 from 18,859
Change+341 (+2%)
Value$2.2M (-$127.5K)
Filed 2026-10-28
Florin Court Capital LLP
DECREASED
Shares17,927 from 32,727
Change-14,800 (-45%)
Value$2.0M (-$2.0M)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares17,724 from 20,673
Change-2,949 (-14%)
Value$2.0M (-$515.1K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares17,319 from 17,537
Change-218 (-1%)
Value$2.0M (-$179.0K)
Filed 2026-10-08
Cadent Capital Advisors, LLC
INCREASED
Shares16,001 from 13,211
Change+2,790 (+21%)
Value$1.8M (+$198.8K)
Filed 2026-10-09
Keystone Wealth Services, LLC
INCREASED
Shares15,770 from 14,181
Change+1,589 (+11%)
Value$1.8M (+$58.0K)
Filed 2026-11-03
Hohimer Wealth Management, LLC
UNCHANGED
Shares15,010 from 15,010
Change0 (0%)
Value$1.7M (-$132.2K)
Filed 2026-11-04
Yorktown Management & Research Co Inc
DECREASED
Shares15,000 from 20,000
Change-5,000 (-25%)
Value$1.7M (-$740.8K)
Filed 2026-10-28
Scissortail Wealth Management, LLC
INCREASED
Shares14,897 from 14,847
Change+50 (+0%)
Value$1.7M (-$125.1K)
Filed 2026-11-03
Sofi Wealth, LLC
DECREASED
Shares14,670 from 14,733
Change-63 (0%)
Value$1.7M (-$136.8K)
Filed 2026-10-27
Comprehensive Wealth Management, LLC
INCREASED
Shares14,548 from 11,986
Change+2,562 (+21%)
Value$1.6M (+$183.8K)
Filed 2026-11-02
Windsor Capital Management, LLC
INCREASED
Shares13,998 from 12,792
Change+1,206 (+9%)
Value$1.6M (+$23.6K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
DECREASED
Shares13,752 from 14,382
Change-630 (-4%)
Value$1.6M (-$191.7K)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares13,387 from 11,456
Change+1,931 (+17%)
Value$1.5M (+$117.3K)
Filed 2026-10-30
Global Financial Private Client, LLC
DECREASED
Shares13,111 from 13,149
Change-38 (0%)
Value$1.5M (-$120.1K)
Filed 2026-10-15
FIG Financial Advisory Services Inc
DECREASED
Shares12,722 from 12,967
Change-245 (-2%)
Value$1.4M (-$141.8K)
Filed 2026-10-07
FFG Retirement Advisors LLC
DECREASED
Shares12,429 from 12,544
Change-115 (-1%)
Value$1.4M (-$123.5K)
Filed 2026-10-20
Atlatl Advisers LLC
INCREASED
Shares12,063 from 5,263
Change+6,800 (+129%)
Value$1.4M (+$721.6K)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares11,688 from 11,688
Change0 (0%)
Value$1.3M (-$102.9K)
Filed 2026-11-05
Quad-Cities Investment Group, LLC
DECREASED
Shares11,559 from 11,627
Change-68 (-1%)
Value$1.3M (-$110.0K)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares11,328 from 11,328
Change0 (0%)
Value$1.3M (-$99.7K)
Filed 2026-11-02
Centerline Wealth Advisors, LLC
INCREASED
Shares10,972 from 10,775
Change+197 (+2%)
Value$1.2M (-$72.6K)
Filed 2026-10-15
Dedeker Financial LLC
INCREASED
Shares10,768 from 9,070
Change+1,698 (+19%)
Value$1.2M (+$112.0K)
Filed 2026-10-23
TSA Wealth Managment LLC
INCREASED
Shares10,357 from 9,941
Change+416 (+4%)
Value$1.2M (-$40.5K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED
Shares10,311 from 10,481
Change-170 (-2%)
Value$1.2M (-$111.5K)
Filed 2026-10-13
Herold Advisors, Inc.
UNCHANGED
Shares10,225 from 10,225
Change0 (0%)
Value$1.2M (-$89.2K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares10,153 from 9,176
Change+977 (+11%)
Value$1.1M (+$29.6K)
Filed 2026-10-14
Armor Investment Advisors, LLC
DECREASED
Shares9,966 from 10,745
Change-779 (-7%)
Value$1.1M (-$182.6K)
Filed 2026-10-27
Kelly Financial Services LLC
INCREASED
Shares9,915 from 7,271
Change+2,644 (+36%)
Value$1.1M (+$234.7K)
Filed 2026-10-20
MMA Asset Management LLC
INCREASED
Shares9,747 from 5,946
Change+3,801 (+64%)
Value$1.1M (+$376.9K)
Filed 2026-11-02
Financial Life Advisors
INCREASED
Shares9,416 from 9,119
Change+297 (+3%)
Value$1.1M (-$46.7K)
Filed 2026-10-14
Keybank National Association
UNCHANGED
Shares9,396 from 9,396
Change0 (0%)
Value$1.1M (-$82.7K)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares9,359 from 8,443
Change+916 (+11%)
Value$1.1M (+$29.1K)
Filed 2026-10-13
United Advisor Group, LLC
DECREASED
Shares9,277 from 9,804
Change-527 (-5%)
Value$1.0M (-$145.9K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares8,574 from 35,314
Change-26,740 (-76%)
Value$968.3K (-$3.3M)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares8,392 from 8,041
Change+351 (+4%)
Value$947.8K (-$31.2K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
DECREASED
Shares8,294 from 8,439
Change-145 (-2%)
Value$936.7K (-$90.7K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares8,170 from 8,546
Change-376 (-4%)
Value$922.6K (-$117.7K)
Filed 2026-10-22
Guidance Capital, Inc
DECREASED
Shares8,053 from 8,555
Change-502 (-6%)
Value$832.7K (-$139.6K)
Filed 2026-11-03
SWP Financial LLC
INCREASED
Shares7,773 from 7,551
Change+222 (+3%)
Value$877.9K (-$41.4K)
Filed 2026-10-23
Investment Management Trust, LLC
DECREASED
Shares7,384 from 7,464
Change-80 (-1%)
Value$833.9K (-$74.7K)
Filed 2026-11-05
Moneco Advisors, LLC
UNCHANGED
Shares7,016 from 7,016
Change0 (0%)
Value$792.3K (-$61.8K)
Filed 2026-11-05
Aletheian Wealth Advisors LLC
DECREASED
Shares6,620 from 6,629
Change-9 (0%)
Value$747.7K (-$59.4K)
Filed 2026-10-08
Independent Financial Group, LLC
DECREASED
Shares6,559 from 6,635
Change-76 (-1%)
Value$740.7K (-$67.0K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares6,554 from 7,292
Change-738 (-10%)
Value$740.2K (-$147.6K)
Filed 2026-10-08
Oppenheimer & Co Inc
DECREASED
Shares6,322 from 10,911
Change-4,589 (-42%)
Value$714.0K (-$614.3K)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares6,207 from 15,063
Change-8,856 (-59%)
Value$666.5K (-$1.0M)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
DECREASED
Shares6,172 from 6,615
Change-443 (-7%)
Value$697.0K (-$93.0K)
Filed 2026-11-02
Lpwm LLC
DECREASED
Shares6,165 from 6,189
Change-24 (0%)
Value$696.2K (-$57.2K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares6,101 from 6,069
Change+32 (+1%)
Value$689.0K (-$49.8K)
Filed 2026-10-19
Range Financial Group LLC
INCREASED
Shares6,080 from 5,919
Change+161 (+3%)
Value$686.7K (-$33.9K)
Filed 2026-10-21
Advus Financial Partners, LLC
DECREASED
Shares6,037 from 8,030
Change-1,993 (-25%)
Value$681.8K (-$295.8K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,675 from 4,791
Change+884 (+18%)
Value$641.0K (+$57.7K)
Filed 2026-10-14
Ridgewood Investments LLC
DECREASED
Shares5,670 from 7,467
Change-1,797 (-24%)
Value$640.4K (-$268.7K)
Filed 2026-10-05
Bigelow Investment Advisors, LLC
INCREASED
Shares5,605 from 2,694
Change+2,911 (+108%)
Value$633.0K (+$305.0K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,465 from 3,562
Change+1,903 (+53%)
Value$617.2K (+$183.6K)
Filed 2026-10-16
Pettinga Financial Advisors LLC
DECREASED
Shares5,372 from 6,026
Change-654 (-11%)
Value$606.7K (-$126.9K)
Filed 2026-10-13
James Investment Research, Inc.
UNCHANGED
Shares5,224 from 5,224
Change0 (0%)
Value$590.0K (-$46.0K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares5,202 from 5,735
Change-533 (-9%)
Value$587.5K (-$110.7K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares4,938 from 4,927
Change+11 (+0%)
Value$557.7K (-$42.1K)
Filed 2026-10-20
Cassilly Financial Group LLC
INCREASED
Shares4,881 from 4,683
Change+198 (+4%)
Value$551.3K (-$18.8K)
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares4,880 from 5,366
Change-486 (-9%)
Value$551.1K (-$102.1K)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares4,804 from 4,973
Change-169 (-3%)
Value$542.5K (-$62.9K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares4,800 from 4,190
Change+610 (+15%)
Value$542.1K (+$32.0K)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares4,764 from 4,805
Change-41 (-1%)
Value$538.0K (-$46.9K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED
Shares4,614 from 3,183
Change+1,431 (+45%)
Value$521.1K (+$133.6K)
Filed 2026-11-04
Kestra Investment Management, LLC
DECREASED
Shares4,452 from 8,049
Change-3,597 (-45%)
Value$502.8K (-$477.1K)
Filed 2026-11-04
Pflug Koory, LLC
INCREASED
Shares4,401 from 4,400
Change+1 (+0%)
Value$497.0K (-$38.6K)
Filed 2026-10-26
Form Wealth Advisors, LLC
INCREASED
Shares4,113 from 4,099
Change+14 (+0%)
Value$464.5K (-$34.5K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares4,104 from 4,155
Change-51 (-1%)
Value$463 (-$505.5K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares4,075 from 4,546
Change-471 (-10%)
Value$460.2K (-$93.2K)
Filed 2026-10-13
Lane Brothers & Co Inc
DECREASED
Shares4,036 from 5,308
Change-1,272 (-24%)
Value$455.7K (-$190.4K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares3,680 from 3,920
Change-240 (-6%)
Value$415.6K (-$61.7K)
Filed 2026-10-14
Creekside Partners
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$398.9K (-$31.1K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares3,505 from 4,401
Change-896 (-20%)
Value$395.8K (-$140.0K)
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares3,375 from 2,293
Change+1,082 (+47%)
Value$381.2K (+$102.0K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares3,356 from 4,655
Change-1,299 (-28%)
Value$379.0K (-$187.7K)
Filed 2026-10-23
Alterna Wealth Management, Inc
INCREASED
Shares3,356 from 2,970
Change+386 (+13%)
Value$379.0K (+$17.4K)
Filed 2026-10-27
Revisor Wealth Management LLC
DECREASED
Shares3,321 from 15,051
Change-11,730 (-78%)
Value$349.0K (-$1.5M)
Filed 2026-10-20
Citizens Financial Group Inc
UNCHANGED
Shares3,276 from 3,276
Change0 (0%)
Value$370.0K (-$28.8K)
Filed 2026-10-23
Centurion Wealth Management LLC
DECREASED
Shares3,266 from 5,122
Change-1,856 (-36%)
Value$368.8K (-$254.7K)
Filed 2026-10-13
Opus Financial Solutions LLC
INCREASED
Shares3,253 from 2,982
Change+271 (+9%)
Value$367.4K (+$4.4K)
Filed 2026-11-06
Stirlingshire Investments, Inc.
INCREASED
Shares3,233 from 3,040
Change+193 (+6%)
Value$365.1K (-$5.0K)
Filed 2026-11-05
Clark Asset Management, LLC
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$363.8K (-$28.4K)
Filed 2026-10-19
Town Capital LLC
INCREASED
Shares3,121 from 2,295
Change+826 (+36%)
Value$352.5K (+$73.1K)
Filed 2026-11-03
City Center Advisors, LLC
INCREASED
Shares3,101 from 2,912
Change+189 (+6%)
Value$350.2K (-$4.3K)
Filed 2026-10-08
StoneX Group Inc.
INCREASED
Shares3,097 from 2,749
Change+348 (+13%)
Value$350.1K (+$15.6K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares3,051
Change+3,051
Value$344.4K
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares3,030 from 2,407
Change+623 (+26%)
Value$342.3K (+$49.1K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares2,968 from 3,048
Change-80 (-3%)
Value$335.2K (-$35.9K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares2,859 from 2,600
Change+259 (+10%)
Value$322.9K (+$6.4K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
NEW
Shares2,694
Change+2,694
Value$304.3K
Filed 2026-10-30
Sowell Financial Services LLC
DECREASED
Shares2,684 from 2,703
Change-19 (-1%)
Value$303.1K (-$25.9K)
Filed 2026-10-23
Westco Advisory Services Inc
DECREASED
Shares2,629 from 2,709
Change-80 (-3%)
Value$296.9K (-$32.9K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,613 from 2,621
Change-8 (0%)
Value$295.1K (-$24.0K)
Filed 2026-10-23
Archer Investment Management, LLC
INCREASED
Shares2,599 from 1,797
Change+802 (+45%)
Value$293.5K (+$74.8K)
Filed 2026-10-13
McNaughton Wealth Management, LLC
INCREASED
Shares2,562 from 2,376
Change+186 (+8%)
Value$289.3K (+$86)
Filed 2026-10-09
Meridian Wealth Management, LLC
DECREASED
Shares2,557 from 3,183
Change-626 (-20%)
Value$288.8K (-$98.7K)
Filed 2026-11-05
Absolute Capital Management, LLC
INCREASED
Shares2,499 from 2,262
Change+237 (+10%)
Value$282.2K (+$6.9K)
Filed 2026-10-16
SigFig Wealth Management, LLC
NEW
Shares2,448
Change+2,448
Value$276.5K
Filed 2026-10-07
Prospera Financial Services Inc
DECREASED
Shares2,437 from 2,598
Change-161 (-6%)
Value$256.3K (-$60.1K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares2,435 from 1,742
Change+693 (+40%)
Value$275.0K (+$74.5K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares2,407 from 3,323
Change-916 (-28%)
Value$271.8K (-$132.8K)
Filed 2026-10-16
Pictet North America Advisors SA
INCREASED
Shares2,350 from 1,934
Change+416 (+22%)
Value$265.4K (+$30.0K)
Filed 2026-10-21
Sharkey, Howes & Javer
INCREASED
Shares2,338 from 2,217
Change+121 (+5%)
Value$264.0K (-$5.9K)
Filed 2026-10-22
Plancorp, LLC
INCREASED
Shares2,270 from 2,076
Change+194 (+9%)
Value$238.7K (-$2.9K)
Filed 2026-11-03
BOS Asset Management, LLC
INCREASED
Shares2,262 from 2,233
Change+29 (+1%)
Value$255.5K (-$16.4K)
Filed 2026-10-09
Midwest Capital Advisors, LLC
DECREASED
Shares2,249 from 3,252
Change-1,003 (-31%)
Value$254.0K (-$141.8K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares2,246 from 1,823
Change+423 (+23%)
Value$253.6K (+$31.7K)
Filed 2026-11-03
Ehrlich Financial Group
NEW
Shares2,211
Change+2,211
Value$249.7K
Filed 2026-10-20
BCU Wealth Advisors, LLC
INCREASED
Shares2,126 from 2,123
Change+3 (+0%)
Value$240.1K (-$18.3K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares2,124 from 2,968
Change-844 (-28%)
Value$242.6K (-$105.9K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares2,098
Change+2,098
Value$236.9K
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares2,084 from 874
Change+1,210 (+138%)
Value$235.7K (+$129.1K)
Filed 2026-10-16
Able Wealth Management LLC
INCREASED
Shares2,080 from 1,994
Change+86 (+4%)
Value$236.6K (-$6.1K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares2,061 from 2,428
Change-367 (-15%)
Value$232.8K (-$62.9K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares1,971 from 1,961
Change+10 (+1%)
Value$222.6K (-$16.1K)
Filed 2026-10-29
Overbrook Management Corp
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$221.7K (-$17.3K)
Filed 2026-10-08
Pinion Investment Advisors, LLC
DECREASED
Shares1,889 from 1,898
Change-9 (0%)
Value$213.3K (-$17.7K)
Filed 2026-11-04
Blue Water Asset Management
INCREASED
Shares1,887 from 1,880
Change+7 (+0%)
Value$213.1K (-$15.8K)
Filed 2026-11-04
Towerpoint Wealth, LLC
DECREASED
Shares1,868 from 1,941
Change-73 (-4%)
Value$211.0K (-$25.3K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
NEW
Shares1,821
Change+1,821
Value$205.7K
Filed 2026-11-05
SAX Wealth Advisors, LLC
NEW
Shares1,802
Change+1,802
Value$203.5K
Filed 2026-10-13
Firethorn Wealth Partners, LLC
INCREASED
Shares1,802 from 1,772
Change+30 (+2%)
Value$203.5K (-$12.3K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$203.3K (-$15.8K)
Filed 2026-10-13
Latitude Advisors, LLC
DECREASED
Shares1,673 from 1,708
Change-35 (-2%)
Value$188.9K (-$19.0K)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$152.5K (-$11.9K)
Filed 2026-10-19
Dorato Capital Management
DECREASED
Shares1,202 from 1,637
Change-435 (-27%)
Value$135.5K (-$57.6K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares1,165 from 1,362
Change-197 (-14%)
Value$131.6K (-$34.2K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,106
Change+1,106
Value$124.9K
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
DECREASED
Shares1,033 from 1,076
Change-43 (-4%)
Value$116.7K (-$14.3K)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares935 from 932
Change+3 (+0%)
Value$100.5K (-$12.9K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares897
Change+897
Value$101.3K
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares803
Change+803
Value$90.7K
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares709 from 552
Change+157 (+28%)
Value$80.1K (+$12.9K)
Filed 2026-10-13
Evolution Wealth Management Inc.
INCREASED
Shares708 from 696
Change+12 (+2%)
Value$80.0K (-$4.8K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares643 from 623
Change+20 (+3%)
Value$72.7K (-$3.2K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares602 from 75
Change+527 (+703%)
Value$68.0K (+$58.9K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares549 from 148
Change+401 (+271%)
Value$62.0K (+$44.0K)
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares479 from 970
Change-491 (-51%)
Value$54 (-$117.9K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares472 from 1,191
Change-719 (-60%)
Value$53.3K (-$91.7K)
Filed 2026-11-04
Gen-Wealth Partners Inc
INCREASED
Shares447 from 270
Change+177 (+66%)
Value$50.5K (+$17.6K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares258 from 257
Change+1 (+0%)
Value$29.2K (-$2.1K)
Filed 2026-11-04
Clearstead Trust, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$20.9K (-$1.6K)
Filed 2026-11-06
Retirement Wealth Solutions LLC
INCREASED
Shares180 from 132
Change+48 (+36%)
Value$20.3K (+$4.3K)
Filed 2026-10-07
Planning Strategies Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$19.9K (-$1.6K)
Filed 2026-10-02
Mather Group, Llc.
DECREASED
Shares156 from 192
Change-36 (-19%)
Value$17.6K (-$5.8K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$17.5K (-$1.4K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares119 from 61
Change+58 (+95%)
Value$13.4K (+$6.0K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares117 from 710
Change-593 (-84%)
Value$13.3K (-$73.2K)
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$11.9K (-$925)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares100 from 72
Change+28 (+39%)
Value$11.3K (+$2.5K)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares95 from 35
Change+60 (+171%)
Value$10.7K (+$6.5K)
Filed 2026-11-06
Key Capital Management, Inc
INCREASED
Shares74 from 27
Change+47 (+174%)
Value$8.4K (+$5.1K)
Filed 2026-11-03
Raleigh Capital Management Inc.
INCREASED
Shares64 from 6
Change+58 (+967%)
Value$7.2K (+$6.5K)
Filed 2026-10-28
Transce3nd, LLC
NEW
Shares55
Change+55
Value$5.9K
Filed 2026-10-26
Montgomery Financial Services LLC
NEW
Shares44
Change+44
Value$5.0K
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.7K (-$171)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares35 from 39
Change-4 (-10%)
Value$4.0K (-$795)
Filed 2026-10-21
First Bancorp, Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.8K (-$299)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
NEW
Shares28
Change+28
Value$3.2K
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares23 from 20
Change+3 (+15%)
Value$2.6K (+$163)
Filed 2026-10-30
Ashton Thomas Securities, LLC
NEW
Shares17
Change+17
Value$1.9K
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.7K (-$132)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$1.1K (+$34)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$565 (-$44)
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$452 (+$86)
Filed 2026-10-09
Advocate Investing Services LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$226 (-$17)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$113
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$113 (-$9)
Filed 2026-10-23
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 258,837
Change-258,837 (-100%)
Value$0 (-$31.5M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 39,737
Change-39,737 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-28
Friedenthal Financial
CLOSED
Shares0 from 35,970
Change-35,970 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-27
First Heartland Consultants, Inc.
CLOSED
Shares0 from 32,403
Change-32,403 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-08
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 20,429
Change-20,429 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-29
Synergy Asset Management, LLC
CLOSED
Shares0 from 16,200
Change-16,200 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 5,438
Change-5,438 (-100%)
Value$0 (-$662.1K)
Filed 2026-11-03
Compound Planning, Inc.
CLOSED
Shares0 from 4,028
Change-4,028 (-100%)
Value$0 (-$490.3K)
Filed 2026-11-05
Centennial Advisors, LLC
CLOSED
Shares0 from 3,080
Change-3,080 (-100%)
Value$0 (-$375.0K)
Filed 2026-10-21
Balboa Wealth Partners
CLOSED
Shares0 from 2,742
Change-2,742 (-100%)
Value$0 (-$333.8K)
Filed 2026-10-20
Elevated Financial Group LLC
CLOSED
Shares0 from 2,612
Change-2,612 (-100%)
Value$0 (-$318.0K)
Filed 2026-10-16
Liberty Atlantic Advisors LLC
CLOSED
Shares0 from 1,965
Change-1,965 (-100%)
Value$0 (-$239.2K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,864
Change-1,864 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-16
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 1,711
Change-1,711 (-100%)
Value$0 (-$208.3K)
Filed 2026-11-02
Americana Partners, LLC
CLOSED
Shares0 from 1,666
Change-1,666 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-28
Objective Capital Management, LLC
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-13
Avion Wealth
CLOSED
Shares0 from 932
Change-932 (-100%)
Value$0 (-$113.0K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$34.5K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-23
Downshift Financial, LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-27
Bank of New Hampshire
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-15
Networth Advisors, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$8.2K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-22
Simplex Trading, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-04
Islay Capital Management, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$239)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares0 from 0
Change0
Value$8 ($0)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 2,373,276
Change-2,373,276 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 821,702
Change-821,702 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 734,942
Change-734,942 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 710,158
Change-710,158 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 491,494
Change-491,494 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 403,189
Change-403,189 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 362,461
Change-362,461 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 324,969
Change-324,969 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 282,239
Change-282,239 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 213,666
Change-213,666 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 177,077
Change-177,077 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 176,300
Change-176,300 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 150,291
Change-150,291 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 134,574
Change-134,574 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 132,179
Change-132,179 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 132,084
Change-132,084 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 126,255
Change-126,255 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 121,966
Change-121,966 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 120,496
Change-120,496 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 117,119
Change-117,119 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 110,144
Change-110,144 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 109,390
Change-109,390 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 102,709
Change-102,709 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 90,504
Change-90,504 (-100%)
Value—
UBS Group AG
N/A
Shares— from 89,109
Change-89,109 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 88,192
Change-88,192 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,064
Change-85,064 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 82,341
Change-82,341 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 79,336
Change-79,336 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 75,740
Change-75,740 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 75,630
Change-75,630 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 73,943
Change-73,943 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 70,831
Change-70,831 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 64,300
Change-64,300 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 62,192
Change-62,192 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 61,700
Change-61,700 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 59,616
Change-59,616 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 58,566
Change-58,566 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 57,748
Change-57,748 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 57,044
Change-57,044 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 53,620
Change-53,620 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 51,407
Change-51,407 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 41,749
Change-41,749 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,747
Change-41,747 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 41,356
Change-41,356 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 41,005
Change-41,005 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,460
Change-33,460 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,130
Change-31,130 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,547
Change-30,547 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 28,354
Change-28,354 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 19,263
Change-19,263 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,696
Change-14,696 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,127
Change-14,127 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 12,433
Change-12,433 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 11,532
Change-11,532 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 11,401
Change-11,401 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,283
Change-11,283 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 8,032
Change-8,032 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,933
Change-7,933 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,387
Change-7,387 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
EWA, LLC
N/A
Shares— from 7,115
Change-7,115 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
&partners
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
American Trust
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 760
Change-760 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 426
Change-426 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
EFG International AG
N/A
Shares— from 337
Change-337 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 162
Change-162 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 79
Change-79 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 33
Change-33 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 29
Change-29 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
AMG National Trust Bank
INCREASED605,695574,642+31,053+5%$70.0M$68.4M-$1.6M2026-11-05
Greenleaf Trust
DECREASED439,898444,077-4,179-1%$54.1M$49.7M-$4.4M2026-10-29
Baker Avenue Asset Management, LP
INCREASED338,777334,411+4,366+1%$40.7M$38.3M-$2.5M2026-11-06
Howard Capital Management, LLC
UNCHANGED281,042281,04200%$34.2M$31.7M-$2.5M2026-10-16
New York Life Investment Management LLC
DECREASED248,200383,882-135,682-35%$46.7M$28.0M-$18.7M2026-11-04
Certified Advisory Corp
INCREASED205,902192,216+13,686+7%$23.4M$23.3M-$146.8K2026-10-29
Tradewinds Capital Management, LLC
DECREASED194,528199,640-5,112-3%$24.3M$22.0M-$2.3M2026-10-23
Cornerstone Planning Group LLC
INCREASED183,829180,323+3,506+2%$21.0M$20.6M-$416.8K2026-10-16
TME Financial, Inc.
INCREASED177,385165,728+11,657+7%$20.2M$20.0M-$142.8K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED163,352112,640+50,712+45%$13.7M$18.4M+$4.7M2026-10-16
Systelligence, LLC
DECREASED159,115165,710-6,595-4%$20.2M$9.7M-$10.5M2026-11-05
Independence Financial Advisors, LLC
INCREASED149,820141,376+8,444+6%$17.2M$16.9M-$291.2K2026-10-08
Assetmark, Inc
INCREASED140,274136,735+3,539+3%$16.6M$15.8M-$804.3K2026-10-21
Aire Advisors, LLC
INCREASED136,590132,152+4,438+3%$16.1M$15.4M-$662.4K2026-10-22
McAdam, LLC
INCREASED98,16491,288+6,876+8%$11.1M$11.1M-$27.2K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED84,95481,888+3,066+4%$9.9M$9.6M-$298.6K2026-10-13
Mascagni Wealth Management, Inc.
INCREASED84,71681,824+2,892+4%$10.0M$9.6M-$393.9K2026-10-23
Thrivent Financial for Lutherans
DECREASED73,170112,782-39,612-35%$13.7M$8.3M-$5.5M2026-11-05
Point Nemo Capital, LLC
INCREASED69,21364,066+5,147+8%$7.8M$7.8M+$17.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED68,39067,719+671+1%$8.2M$7.7K-$8.2M2026-11-02
Plan Group Financial, LLC
INCREASED67,94062,812+5,128+8%$7.6M$7.2M-$434.5K2026-10-22
Diversify Wealth Management, LLC
INCREASED65,57663,938+1,638+3%$7.3M$7.0M-$206.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED65,57663,938+1,638+3%$7.3M$7.0M-$206.4K2026-10-20
Capital Wealth Management, LLC
INCREASED55,06352,556+2,507+5%$6.4M$6.2M-$179.6K2026-10-27
Merit Financial Group, LLC
INCREASED54,77135,831+18,940+53%$4.4M$6.2M+$1.8M2026-11-06
Creative Financial Designs Inc
INCREASED53,66511,936+41,729+350%$1.5M$6.1M+$4.6M2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED52,26952,786-517-1%$6.4M$5.9M-$523.2K2026-10-21
Vise Technologies, Inc.
INCREASED51,23510,113+41,122+407%$1.2M$5.8M+$4.6M2026-10-29
Baron Financial Group, LLC
DECREASED49,08949,453-364-1%$6.0M$5.5M-$476.5K2026-10-09
Trek Financial, LLC
INCREASED46,8614,896+41,965+857%$596.0K$5.3M+$4.7M2026-10-29
IFP Advisors, Inc
INCREASED45,73943,742+1,997+5%$5.3M$5.2M-$159.6K2026-10-16
Elevation Wealth Partners, LLC
INCREASED43,604913+42,691+4676%$111.1K$4.9M+$4.8M2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED43,25636,756+6,500+18%$4.3M$4.8M+$472.0K2026-10-13
Horizon Financial Services, LLC
INCREASED42,37042,123+247+1%$5.1M$4.8M-$343.0K2026-11-04
Central Pacific Bank - Trust Division
DECREASED41,22941,690-461-1%$5.1M$4.7M-$419.1K2026-10-06
Kroeger Financial Partners
DECREASED39,65439,803-1490%$4.8M$4.5M-$367.3K2026-10-19
Kestra Advisory Services, LLC
INCREASED33,76032,507+1,253+4%$4.0M$3.8M-$144.7K2026-11-02
Bank of New York Mellon Corp
INCREASED32,64922,479+10,170+45%$2.7M$3.7M+$950.7K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED31,90030,037+1,863+6%$3.7M$3.6M-$54.1K2026-11-05
Compagnie Lombard Odier SCmA
DECREASED28,13130,593-2,462-8%$3.7M$3.2M-$547.4K2026-11-04
Milestone Asset Management, LLC
DECREASED25,99731,204-5,207-17%$3.8M$2.9M-$862.7K2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED25,00037,156-12,156-33%$4.5M$2.8M-$1.7M2026-11-03
Quartz Partners, LLC
INCREASED24,46721,496+2,971+14%$2.6M$2.8M+$146.2K2026-11-03
Simplicity Wealth,LLC
INCREASED24,01721,750+2,267+10%$2.6M$2.7M+$64.5K2026-10-23
Lido Advisors, LLC
INCREASED23,83519,707+4,128+21%$2.4M$2.7M+$292.7K2026-11-04
Park Avenue Securities LLC
INCREASED23,13515,849+7,286+46%$1.9M$2.6K-$1.9M2026-10-26
Commonwealth Equity Services, LLC
DECREASED22,77023,232-462-2%$2.8M$2.6M-$256.8K2026-11-02
Cordoba Advisory Partners LLC
INCREASED22,55422,485+69+0%$2.7M$2.5M-$190.2K2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED20,39325,561-5,168-20%$3.1M$2.3M-$808.7K2026-11-05
Schuylkill Financial LLC
NEW19,983—+19,983——$2.3M—2026-10-21
Truist Financial Corp
INCREASED19,52313,558+5,965+44%$1.7M$2.2M+$554.4K2026-10-30
D.A. Davidson & Co.
INCREASED19,20018,859+341+2%$2.3M$2.2M-$127.5K2026-10-28
Florin Court Capital LLP
DECREASED17,92732,727-14,800-45%$4.0M$2.0M-$2.0M2026-11-02
Provident Wealth Management, LLC
DECREASED17,72420,673-2,949-14%$2.5M$2.0M-$515.1K2026-10-20
Farther Finance Advisors, LLC
DECREASED17,31917,537-218-1%$2.1M$2.0M-$179.0K2026-10-08
Cadent Capital Advisors, LLC
INCREASED16,00113,211+2,790+21%$1.6M$1.8M+$198.8K2026-10-09
Keystone Wealth Services, LLC
INCREASED15,77014,181+1,589+11%$1.7M$1.8M+$58.0K2026-11-03
Hohimer Wealth Management, LLC
UNCHANGED15,01015,01000%$1.8M$1.7M-$132.2K2026-11-04
Yorktown Management & Research Co Inc
DECREASED15,00020,000-5,000-25%$2.4M$1.7M-$740.8K2026-10-28
Scissortail Wealth Management, LLC
INCREASED14,89714,847+50+0%$1.8M$1.7M-$125.1K2026-11-03
Sofi Wealth, LLC
DECREASED14,67014,733-630%$1.8M$1.7M-$136.8K2026-10-27
Comprehensive Wealth Management, LLC
INCREASED14,54811,986+2,562+21%$1.5M$1.6M+$183.8K2026-11-02
Windsor Capital Management, LLC
INCREASED13,99812,792+1,206+9%$1.6M$1.6M+$23.6K2026-10-13
Outlook Wealth Advisors, LLC
DECREASED13,75214,382-630-4%$1.7M$1.6M-$191.7K2026-10-28
Ascent Group, LLC
INCREASED13,38711,456+1,931+17%$1.4M$1.5M+$117.3K2026-10-30
Global Financial Private Client, LLC
DECREASED13,11113,149-380%$1.6M$1.5M-$120.1K2026-10-15
FIG Financial Advisory Services Inc
DECREASED12,72212,967-245-2%$1.6M$1.4M-$141.8K2026-10-07
FFG Retirement Advisors LLC
DECREASED12,42912,544-115-1%$1.5M$1.4M-$123.5K2026-10-20
Atlatl Advisers LLC
INCREASED12,0635,263+6,800+129%$640.7K$1.4M+$721.6K2026-10-22
Archer Investment Corp
UNCHANGED11,68811,68800%$1.4M$1.3M-$102.9K2026-11-05
Quad-Cities Investment Group, LLC
DECREASED11,55911,627-68-1%$1.4M$1.3M-$110.0K2026-10-16
Key FInancial Inc
UNCHANGED11,32811,32800%$1.4M$1.3M-$99.7K2026-11-02
Centerline Wealth Advisors, LLC
INCREASED10,97210,775+197+2%$1.3M$1.2M-$72.6K2026-10-15
Dedeker Financial LLC
INCREASED10,7689,070+1,698+19%$1.1M$1.2M+$112.0K2026-10-23
TSA Wealth Managment LLC
INCREASED10,3579,941+416+4%$1.2M$1.2M-$40.5K2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED10,31110,481-170-2%$1.3M$1.2M-$111.5K2026-10-13
Herold Advisors, Inc.
UNCHANGED10,22510,22500%$1.2M$1.2M-$89.2K2026-10-19
Focus Financial Network, Inc.
INCREASED10,1539,176+977+11%$1.1M$1.1M+$29.6K2026-10-14
Armor Investment Advisors, LLC
DECREASED9,96610,745-779-7%$1.3M$1.1M-$182.6K2026-10-27
Kelly Financial Services LLC
INCREASED9,9157,271+2,644+36%$885.1K$1.1M+$234.7K2026-10-20
MMA Asset Management LLC
INCREASED9,7475,946+3,801+64%$723.9K$1.1M+$376.9K2026-11-02
Financial Life Advisors
INCREASED9,4169,119+297+3%$1.1M$1.1M-$46.7K2026-10-14
Keybank National Association
UNCHANGED9,3969,39600%$1.1M$1.1M-$82.7K2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED9,3598,443+916+11%$1.0M$1.1M+$29.1K2026-10-13
United Advisor Group, LLC
DECREASED9,2779,804-527-5%$1.2M$1.0M-$145.9K2026-11-03
Atria Investments, Inc
DECREASED8,57435,314-26,740-76%$4.3M$968.3K-$3.3M2026-10-15
Perigon Wealth Management, LLC
INCREASED8,3928,041+351+4%$978.9K$947.8K-$31.2K2026-10-22
Tennessee Valley Asset Management Partners
DECREASED8,2948,439-145-2%$1.0M$936.7K-$90.7K2026-11-03
Strategic Blueprint, LLC
DECREASED8,1708,546-376-4%$1.0M$922.6K-$117.7K2026-10-22
Guidance Capital, Inc
DECREASED8,0538,555-502-6%$972.3K$832.7K-$139.6K2026-11-03
SWP Financial LLC
INCREASED7,7737,551+222+3%$919.3K$877.9K-$41.4K2026-10-23
Investment Management Trust, LLC
DECREASED7,3847,464-80-1%$908.6K$833.9K-$74.7K2026-11-05
Moneco Advisors, LLC
UNCHANGED7,0167,01600%$854.1K$792.3K-$61.8K2026-11-05
Aletheian Wealth Advisors LLC
DECREASED6,6206,629-90%$807.0K$747.7K-$59.4K2026-10-08
Independent Financial Group, LLC
DECREASED6,5596,635-76-1%$807.7K$740.7K-$67.0K2026-10-13
CoreCap Advisors, LLC
DECREASED6,5547,292-738-10%$887.7K$740.2K-$147.6K2026-10-08
Oppenheimer & Co Inc
DECREASED6,32210,911-4,589-42%$1.3M$714.0K-$614.3K2026-10-26
Sovran Advisors, LLC
DECREASED6,20715,063-8,856-59%$1.7M$666.5K-$1.0M2026-11-02
Horst & Graben Wealth Management LLC
DECREASED6,1726,615-443-7%$790.0K$697.0K-$93.0K2026-11-02
Lpwm LLC
DECREASED6,1656,189-240%$753.4K$696.2K-$57.2K2026-10-20
Acorn Wealth Advisors, LLC
INCREASED6,1016,069+32+1%$738.8K$689.0K-$49.8K2026-10-19
Range Financial Group LLC
INCREASED6,0805,919+161+3%$720.6K$686.7K-$33.9K2026-10-21
Advus Financial Partners, LLC
DECREASED6,0378,030-1,993-25%$977.6K$681.8K-$295.8K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,6754,791+884+18%$583.3K$641.0K+$57.7K2026-10-14
Ridgewood Investments LLC
DECREASED5,6707,467-1,797-24%$909.1K$640.4K-$268.7K2026-10-05
Bigelow Investment Advisors, LLC
INCREASED5,6052,694+2,911+108%$328.0K$633.0K+$305.0K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED5,4653,562+1,903+53%$433.6K$617.2K+$183.6K2026-10-16
Pettinga Financial Advisors LLC
DECREASED5,3726,026-654-11%$733.6K$606.7K-$126.9K2026-10-13
James Investment Research, Inc.
UNCHANGED5,2245,22400%$636.0K$590.0K-$46.0K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED5,2025,735-533-9%$698.2K$587.5K-$110.7K2026-11-03
Private Trust Co NA
INCREASED4,9384,927+11+0%$599.8K$557.7K-$42.1K2026-10-20
Cassilly Financial Group LLC
INCREASED4,8814,683+198+4%$570.1K$551.3K-$18.8K2026-10-07
Fifth Third Bancorp
DECREASED4,8805,366-486-9%$653.2K$551.1K-$102.1K2026-11-05
SteelPeak Wealth, LLC
DECREASED4,8044,973-169-3%$605.4K$542.5K-$62.9K2026-10-16
Creative Planning
INCREASED4,8004,190+610+15%$510.1K$542.1K+$32.0K2026-11-02
Modera Wealth Management, LLC
DECREASED4,7644,805-41-1%$585.0K$538.0K-$46.9K2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED4,6143,183+1,431+45%$387.5K$521.1K+$133.6K2026-11-04
Kestra Investment Management, LLC
DECREASED4,4528,049-3,597-45%$979.8K$502.8K-$477.1K2026-11-04
Pflug Koory, LLC
INCREASED4,4014,400+1+0%$535.7K$497.0K-$38.6K2026-10-26
Form Wealth Advisors, LLC
INCREASED4,1134,099+14+0%$499.1K$464.5K-$34.5K2026-10-13
Wedbush Securities Inc
DECREASED4,1044,155-51-1%$506.0K$463-$505.5K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED4,0754,546-471-10%$553.4K$460.2K-$93.2K2026-10-13
Lane Brothers & Co Inc
DECREASED4,0365,308-1,272-24%$646.1K$455.7K-$190.4K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED3,6803,920-240-6%$477.2K$415.6K-$61.7K2026-10-14
Creekside Partners
UNCHANGED3,5323,53200%$430.0K$398.9K-$31.1K2026-11-04
Brookstone Capital Management
DECREASED3,5054,401-896-20%$535.8K$395.8K-$140.0K2026-10-22
JB Capital LLC
INCREASED3,3752,293+1,082+47%$279.2K$381.2K+$102.0K2026-10-19
Sigma Planning Corp
DECREASED3,3564,655-1,299-28%$566.7K$379.0K-$187.7K2026-10-23
Alterna Wealth Management, Inc
INCREASED3,3562,970+386+13%$361.6K$379.0K+$17.4K2026-10-27
Revisor Wealth Management LLC
DECREASED3,32115,051-11,730-78%$1.8M$349.0K-$1.5M2026-10-20
Citizens Financial Group Inc
UNCHANGED3,2763,27600%$398.8K$370.0K-$28.8K2026-10-23
Centurion Wealth Management LLC
DECREASED3,2665,122-1,856-36%$623.5K$368.8K-$254.7K2026-10-13
Opus Financial Solutions LLC
INCREASED3,2532,982+271+9%$363.0K$367.4K+$4.4K2026-11-06
Stirlingshire Investments, Inc.
INCREASED3,2333,040+193+6%$370.1K$365.1K-$5.0K2026-11-05
Clark Asset Management, LLC
UNCHANGED3,2213,22100%$392.1K$363.8K-$28.4K2026-10-19
Town Capital LLC
INCREASED3,1212,295+826+36%$279.4K$352.5K+$73.1K2026-11-03
City Center Advisors, LLC
INCREASED3,1012,912+189+6%$354.5K$350.2K-$4.3K2026-10-08
StoneX Group Inc.
INCREASED3,0972,749+348+13%$334.5K$350.1K+$15.6K2026-11-03
Ascentis Independent Advisors
NEW3,051—+3,051——$344.4K—2026-11-03
Golden State Wealth Management, LLC
INCREASED3,0302,407+623+26%$293.1K$342.3K+$49.1K2026-11-02
Clear Creek Financial Management, LLC
DECREASED2,9683,048-80-3%$371.1K$335.2K-$35.9K2026-10-28
Csenge Advisory Group
INCREASED2,8592,600+259+10%$316.5K$322.9K+$6.4K2026-11-04
Kestra Private Wealth Services, LLC
NEW2,694—+2,694——$304.3K—2026-10-30
Sowell Financial Services LLC
DECREASED2,6842,703-19-1%$329.1K$303.1K-$25.9K2026-10-23
Westco Advisory Services Inc
DECREASED2,6292,709-80-3%$329.8K$296.9K-$32.9K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED2,6132,621-80%$319.0K$295.1K-$24.0K2026-10-23
Archer Investment Management, LLC
INCREASED2,5991,797+802+45%$218.8K$293.5K+$74.8K2026-10-13
McNaughton Wealth Management, LLC
INCREASED2,5622,376+186+8%$289.3K$289.3K+$862026-10-09
Meridian Wealth Management, LLC
DECREASED2,5573,183-626-20%$387.5K$288.8K-$98.7K2026-11-05
Absolute Capital Management, LLC
INCREASED2,4992,262+237+10%$275.4K$282.2K+$6.9K2026-10-16
SigFig Wealth Management, LLC
NEW2,448—+2,448——$276.5K—2026-10-07
Prospera Financial Services Inc
DECREASED2,4372,598-161-6%$316.4K$256.3K-$60.1K2026-11-04
Triad Wealth Partners, LLC
INCREASED2,4351,742+693+40%$200.5K$275.0K+$74.5K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED2,4073,323-916-28%$404.6K$271.8K-$132.8K2026-10-16
Pictet North America Advisors SA
INCREASED2,3501,934+416+22%$235.4K$265.4K+$30.0K2026-10-21
Sharkey, Howes & Javer
INCREASED2,3382,217+121+5%$269.9K$264.0K-$5.9K2026-10-22
Plancorp, LLC
INCREASED2,2702,076+194+9%$241.6K$238.7K-$2.9K2026-11-03
BOS Asset Management, LLC
INCREASED2,2622,233+29+1%$271.8K$255.5K-$16.4K2026-10-09
Midwest Capital Advisors, LLC
DECREASED2,2493,252-1,003-31%$395.9K$254.0K-$141.8K2026-11-04
RFG Advisory, LLC
INCREASED2,2461,823+423+23%$222.0K$253.6K+$31.7K2026-11-03
Ehrlich Financial Group
NEW2,211—+2,211——$249.7K—2026-10-20
BCU Wealth Advisors, LLC
INCREASED2,1262,123+3+0%$258.4K$240.1K-$18.3K2026-10-16
CFS Investment Advisory Services, LLC
DECREASED2,1242,968-844-28%$348.5K$242.6K-$105.9K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
NEW2,098—+2,098——$236.9K—2026-10-13
TD Waterhouse Canada Inc.
INCREASED2,084874+1,210+138%$106.6K$235.7K+$129.1K2026-10-16
Able Wealth Management LLC
INCREASED2,0801,994+86+4%$242.7K$236.6K-$6.1K2026-10-13
Parallel Advisors, LLC
DECREASED2,0612,428-367-15%$295.7K$232.8K-$62.9K2026-11-03
Integrity Alliance, Llc.
INCREASED1,9711,961+10+1%$238.7K$222.6K-$16.1K2026-10-29
Overbrook Management Corp
UNCHANGED1,9631,96300%$239.0K$221.7K-$17.3K2026-10-08
Pinion Investment Advisors, LLC
DECREASED1,8891,898-90%$231.1K$213.3K-$17.7K2026-11-04
Blue Water Asset Management
INCREASED1,8871,880+7+0%$228.9K$213.1K-$15.8K2026-11-04
Towerpoint Wealth, LLC
DECREASED1,8681,941-73-4%$236.3K$211.0K-$25.3K2026-10-13
Elevation Point Wealth Partners, LLC
NEW1,821—+1,821——$205.7K—2026-11-05
SAX Wealth Advisors, LLC
NEW1,802—+1,802——$203.5K—2026-10-13
Firethorn Wealth Partners, LLC
INCREASED1,8021,772+30+2%$215.7K$203.5K-$12.3K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED1,8001,80000%$219.1K$203.3K-$15.8K2026-10-13
Latitude Advisors, LLC
DECREASED1,6731,708-35-2%$207.9K$188.9K-$19.0K2026-10-27
Phillips Financial Management, LLC
UNCHANGED1,3501,35000%$164.3K$152.5K-$11.9K2026-10-19
Dorato Capital Management
DECREASED1,2021,637-435-27%$193.0K$135.5K-$57.6K2026-10-08
US Bancorp \de\
DECREASED1,1651,362-197-14%$165.8K$131.6K-$34.2K2026-11-05
Root Financial Partners, LLC
NEW1,106—+1,106——$124.9K—2026-10-21
Bay Harbor Wealth Management, LLC
DECREASED1,0331,076-43-4%$131.0K$116.7K-$14.3K2026-11-03
Mosley Wealth Management
INCREASED935932+3+0%$113.4K$100.5K-$12.9K2026-10-16
Provenance Wealth Advisors, LLC
NEW897—+897——$101.3K—2026-10-30
Heritage Family Offices, LLP
NEW803—+803——$90.7K—2026-11-02
Cape Investment Advisory, Inc.
INCREASED709552+157+28%$67.2K$80.1K+$12.9K2026-10-13
Evolution Wealth Management Inc.
INCREASED708696+12+2%$84.7K$80.0K-$4.8K2026-10-28
Blue Trust, Inc.
INCREASED643623+20+3%$75.9K$72.7K-$3.2K2026-10-15
Citigroup Inc
INCREASED60275+527+703%$9.1K$68.0K+$58.9K2026-11-04
Rossby Financial, LCC
INCREASED549148+401+271%$18.0K$62.0K+$44.0K2026-11-05
Tsfg, LLC
DECREASED479970-491-51%$118.0K$54-$117.9K2026-10-23
Kingdom Financial Group Llc.
DECREASED4721,191-719-60%$145.0K$53.3K-$91.7K2026-11-04
Gen-Wealth Partners Inc
INCREASED447270+177+66%$32.9K$50.5K+$17.6K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED258257+1+0%$31.3K$29.2K-$2.1K2026-11-04
Clearstead Trust, LLC
UNCHANGED18518500%$22.5K$20.9K-$1.6K2026-11-06
Retirement Wealth Solutions LLC
INCREASED180132+48+36%$16.1K$20.3K+$4.3K2026-10-07
Planning Strategies Inc.
UNCHANGED17717700%$21.5K$19.9K-$1.6K2026-10-02
Mather Group, Llc.
DECREASED156192-36-19%$23.4K$17.6K-$5.8K2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED15515500%$18.9K$17.5K-$1.4K2026-10-30
Signature Equity Partners, LLC
INCREASED11961+58+95%$7.4K$13.4K+$6.0K2026-10-29
Lloyd Advisory Services, Llc.
DECREASED117710-593-84%$86.5K$13.3K-$73.2K2026-11-02
Larson Financial Group LLC
UNCHANGED10510500%$12.8K$11.9K-$9252026-11-05
Portfolio Resources Advisor Group, Inc.
INCREASED10072+28+39%$8.8K$11.3K+$2.5K2026-10-20
Clearstead Advisors, LLC
INCREASED9535+60+171%$4.3K$10.7K+$6.5K2026-11-06
Key Capital Management, Inc
INCREASED7427+47+174%$3.3K$8.4K+$5.1K2026-11-03
Raleigh Capital Management Inc.
INCREASED646+58+967%$739$7.2K+$6.5K2026-10-28
Transce3nd, LLC
NEW55—+55——$5.9K—2026-10-26
Montgomery Financial Services LLC
NEW44—+44——$5.0K—2026-11-03
Allspring Global Investments Holdings, LLC
UNCHANGED414100%$4.8K$4.7K-$1712026-11-04
NBT Bank, N.A.
DECREASED3539-4-10%$4.7K$4.0K-$7952026-10-21
First Bancorp, Inc
UNCHANGED343400%$4.1K$3.8K-$2992026-10-26
Quest 10 Wealth Builders, Inc.
NEW28—+28——$3.2K—2026-11-02
Spire Wealth Management
INCREASED2320+3+15%$2.4K$2.6K+$1632026-10-30
Ashton Thomas Securities, LLC
NEW17—+17——$1.9K—2026-10-26
Compass Financial Management LLC
UNCHANGED151500%$1.8K$1.7K-$1322026-10-30
Lanark Financial, Inc.
INCREASED109+1+11%$1.1K$1.1K+$342026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED5500%$609$565-$442026-10-16
Gilpin Wealth Management, LLC
INCREASED43+1+33%$366$452+$862026-10-09
Advocate Investing Services LLC
UNCHANGED2200%$243$226-$172026-10-26
UMB Private Wealth Management, LLC
NEW1—+1——$113—2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$122$113-$92026-10-23
Ocean Park Asset Management, LLC
CLOSED0258,837-258,837-100%$31.5M$0-$31.5M2026-10-21
Exchange Traded Concepts, LLC
CLOSED039,737-39,737-100%$4.8M$0-$4.8M2026-10-28
Friedenthal Financial
CLOSED035,970-35,970-100%$4.4M$0-$4.4M2026-10-27
First Heartland Consultants, Inc.
CLOSED032,403-32,403-100%$3.9M$0-$3.9M2026-10-08
Elevation Capital Advisory, LLC
CLOSED020,429-20,429-100%$2.5M$0-$2.5M2026-10-29
Synergy Asset Management, LLC
CLOSED016,200-16,200-100%$2.0M$0-$2.0M2026-11-05
TBH Global Asset Management, LLC
CLOSED05,438-5,438-100%$662.1K$0-$662.1K2026-11-03
Compound Planning, Inc.
CLOSED04,028-4,028-100%$490.3K$0-$490.3K2026-11-05
Centennial Advisors, LLC
CLOSED03,080-3,080-100%$375.0K$0-$375.0K2026-10-21
Balboa Wealth Partners
CLOSED02,742-2,742-100%$333.8K$0-$333.8K2026-10-20
Elevated Financial Group LLC
CLOSED02,612-2,612-100%$318.0K$0-$318.0K2026-10-16
Liberty Atlantic Advisors LLC
CLOSED01,965-1,965-100%$239.2K$0-$239.2K2026-10-14
Scarborough Advisors, LLC
CLOSED01,864-1,864-100%$223.0K$0-$223.0K2026-10-16
BridgePort Financial Solutions, LLC
CLOSED01,711-1,711-100%$208.3K$0-$208.3K2026-11-02
Americana Partners, LLC
CLOSED01,666-1,666-100%$202.8K$0-$202.8K2026-10-28
Objective Capital Management, LLC
CLOSED01,652-1,652-100%$201.1K$0-$201.1K2026-10-13
Avion Wealth
CLOSED0932-932-100%$113.0K$0-$113.0K2026-11-04
AdvisorNet Financial, Inc
CLOSED0283-283-100%$34.5K$0-$34.5K2026-10-15
Stone House Investment Management, LLC
CLOSED0232-232-100%$28.3K$0-$28.3K2026-10-23
Downshift Financial, LLC
CLOSED0187-187-100%$22.8K$0-$22.8K2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED0125-125-100%$15.2K$0-$15.2K2026-10-27
Bank of New Hampshire
CLOSED093-93-100%$11.3K$0-$11.3K2026-10-06
LifeSteps Financial, Inc.
CLOSED082-82-100%$10.0K$0-$10.0K2026-10-15
Networth Advisors, LLC
CLOSED067-67-100%$8.2K$0-$8.2K2026-11-03
Salem Investment Counselors Inc
CLOSED046-46-100%$5.6K$0-$5.6K2026-10-13
Farmers & Merchants Investments Inc
CLOSED038-38-100%$4.6K$0-$4.6K2026-10-22
Simplex Trading, LLC
CLOSED027-27-100%$3.3K$0-$3.3K2026-11-04
Islay Capital Management, LLC
CLOSED011-11-100%$1.3K$0-$1.3K2026-10-20
International Assets Investment Management, LLC
CLOSED02-2-100%$239$0-$2392026-11-02
Asset Dedication, LLC
UNCHANGED000—$8$8$02026-11-03
Bank of America Corp
N/A—2,373,276-2,373,276-100%$288.9M———
LPL Financial LLC
N/A—821,702-821,702-100%$100.0M———
1832 Asset Management L.P.
N/A—734,942-734,942-100%$89.5M———
Envestnet Asset Management Inc
N/A—710,158-710,158-100%$86.5M———
Goldman Sachs Group Inc
N/A—491,494-491,494-100%$59.8M———
Advisory Alpha, LLC
N/A—403,189-403,189-100%$49.1M———
Morgan Stanley
N/A—362,461-362,461-100%$44.1M———
Ameriprise Financial Inc
N/A—324,969-324,969-100%$39.6M———
MML Investors Services, LLC
N/A—282,239-282,239-100%$34.4M———
JPMorgan Chase & Co
N/A—213,666-213,666-100%$25.8M———
Alliancebernstein L.P.
N/A—177,077-177,077-100%$18.0M———
Allianz Asset Management GmbH
N/A—176,300-176,300-100%$21.5M———
Osborne Partners Capital Management, LLC
N/A—150,291-150,291-100%$18.3M———
Raymond James Financial Inc
N/A—134,574-134,574-100%$16.4M———
Guggenheim Capital LLC
N/A—132,179-132,179-100%$16.1M———
CacheTech Inc.
N/A—132,084-132,084-100%$16.1M———
BlueStem Wealth Partners, LLC
N/A—126,255-126,255-100%$15.4M———
Adams Wealth Management
N/A—121,966-121,966-100%$14.8M———
Cetera Investment Advisers
N/A—120,496-120,496-100%$14.7M———
Nomura Asset Management Co LTD
N/A—117,119-117,119-100%$14.3M———
Mcmorgan & Co LLC
N/A—110,144-110,144-100%$13.4M———
Hilltop Partners LLC
N/A—109,390-109,390-100%$13.3M———
Advance Capital Management, Inc.
N/A—102,709-102,709-100%$12.5M———
Osaic Holdings, Inc.
N/A—90,504-90,504-100%$11.0M———
UBS Group AG
N/A—89,109-89,109-100%$10.8M———
Financial Gravity Companies, Inc.
N/A—88,192-88,192-100%$10.7M———
NewEdge Advisors, LLC
N/A—85,064-85,064-100%$10.4M———
BlackRock, Inc.
N/A—82,341-82,341-100%$10.0M———
360 Financial, Inc.
N/A—79,336-79,336-100%$9.7M———
Equitable Holdings, Inc.
N/A—75,740-75,740-100%$9.2M———
Stifel Financial Corp
N/A—75,630-75,630-100%$9.2M———
Envestnet Portfolio Solutions, Inc.
N/A—73,943-73,943-100%$9.0M———
SSI Investment Management LLC
N/A—70,831-70,831-100%$8.6M———
TD Asset Management Inc
N/A—64,300-64,300-100%$7.8M———
Cambria Investment Management, L.P.
N/A—62,192-62,192-100%$7.6M———
Arax Advisory Partners
N/A—61,700-61,700-100%$7.5M———
Ameritas Advisory Services, LLC
N/A—59,616-59,616-100%$7.3M———
Northwestern Mutual Wealth Management Co
N/A—58,566-58,566-100%$7.1M———
OneDigital Investment Advisors LLC
N/A—57,748-57,748-100%$7.0M———
HighTower Advisors, LLC
N/A—57,044-57,044-100%$6.9M———
Private Advisor Group, LLC
N/A—53,620-53,620-100%$6.5M———
Savvy Advisors, Inc.
N/A—51,407-51,407-100%$6.3M———
Royal Bank of Canada
N/A—41,749-41,749-100%$5.1M———
Citadel Advisors LLC
N/A—41,747-41,747-100%$5.1M———
Jane Street Group, LLC
N/A—41,356-41,356-100%$5.0M———
Planwiser Financial, LLC
N/A—41,005-41,005-100%$5.0M———
AE Wealth Management LLC
N/A—33,460-33,460-100%$4.1M———
Mercer Global Advisors Inc
N/A—31,130-31,130-100%$3.8M———
Sanctuary Advisors, LLC
N/A—30,547-30,547-100%$3.7M———
Clark Capital Management Group, Inc.
N/A—28,354-28,354-100%$3.5M———
Tidemark, LLC
N/A—19,263-19,263-100%$2.3M———
IHT Wealth Management, LLC
N/A—15,513-15,513-100%$1.9M———
Verition Fund Management LLC
N/A—15,000-15,000-100%$1.8M———
Janney Montgomery Scott LLC
N/A—14,897-14,897-100%$1.8M———
Renaissance Technologies LLC
N/A—14,700-14,700-100%$1.8M———
Arkadios Wealth Advisors
N/A—14,696-14,696-100%$1.8M———
United Capital Financial Advisors, LLC
N/A—14,127-14,127-100%$1.7M———
Q3 Asset Management
N/A—12,433-12,433-100%$1.5M———
Webster Bank, N. A.
N/A—11,743-11,743-100%$1.4M———
AlTi Global, Inc.
N/A—11,532-11,532-100%$1.4M———
Tidal Investments LLC
N/A—11,401-11,401-100%$1.4M———
Greykasell Wealth Strategies, Inc.
N/A—11,315-11,315-100%$1.4M———
Principal Securities, Inc.
N/A—11,283-11,283-100%$1.4M———
Aptus Capital Advisors, LLC
N/A—11,203-11,203-100%$1.4M———
Advisors Preferred, LLC
N/A—10,547-10,547-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—10,005-10,005-100%$1.2M———
Millington Financial Advisors, LLC
N/A—9,568-9,568-100%$1.1M———
Purpose Unlimited Inc.
N/A—9,463-9,463-100%$1.1M———
Kovack Advisors, Inc.
N/A—9,386-9,386-100%$1.1M———
Advisors Asset Management, Inc.
N/A—9,125-9,125-100%$1.1M———
Police & Firemen's Retirement System of New Jersey
N/A—9,000-9,000-100%$1.1M———
Entelevest, LLC
N/A—8,519-8,519-100%$1.0M———
CreativeOne Wealth, LLC
N/A—8,035-8,035-100%$978.2K———
Greenline Wealth Management LLC
N/A—8,032-8,032-100%$977.8K———
NorthRock Partners, LLC
N/A—7,933-7,933-100%$965.8K———
Advisory Services Network, LLC
N/A—7,438-7,438-100%$905.6K———
Nuveen, LLC
N/A—7,387-7,387-100%$899.2K———
Integrated Wealth Concepts LLC
N/A—7,318-7,318-100%$890.9K———
EWA, LLC
N/A—7,115-7,115-100%$866.1K———
Comprehensive Money Management Services LLC
N/A—6,710-6,710-100%$816.9K———
Landing Point Financial Group, LLC
N/A—6,592-6,592-100%$802.5K———
Foundations Investment Advisors, LLC
N/A—6,261-6,261-100%$762.2K———
Valmark Advisers, Inc.
N/A—5,856-5,856-100%$712.9K———
Stokes Family Office, LLC
N/A—5,555-5,555-100%$676.3K———
Seeds Investor LLC
N/A—5,126-5,126-100%$624.0K———
Pursue Wealth Partners LLC
N/A—5,107-5,107-100%$621.7K———
JPL Wealth Management, LLC
N/A—5,035-5,035-100%$613.0K———
Global Retirement Partners, LLC
N/A—5,025-5,025-100%$611.8K———
Rockefeller Capital Management L.P.
N/A—4,901-4,901-100%$596.8K———
Stonebridge Financial Group, LLC / MO
N/A—4,856-4,856-100%$591.1K———
O'rourke & Company, Inc
N/A—4,823-4,823-100%$587.3K———
Snowden Capital Advisors LLC
N/A—4,536-4,536-100%$552.3K———
Scotia Capital Inc.
N/A—4,465-4,465-100%$543.6K———
Stratos Wealth Partners, Ltd.
N/A—4,416-4,416-100%$537.7K———
OneAscent Financial Services LLC
N/A—4,415-4,415-100%$537.5K———
Panoramic Investment Advisors, LLC
N/A—4,264-4,264-100%$519.1K———
Qube Research & Technologies Ltd
N/A—4,243-4,243-100%$516.5K———
Cerity Partners LLC
N/A—4,118-4,118-100%$501.3K———
Wealthfront Advisers LLC
N/A—4,076-4,076-100%$496.2K———
Ancora Advisors LLCA
N/A—3,941-3,941-100%$479.8K———
Transamerica Financial Advisors, LLC
N/A—3,753-3,753-100%$457.0K———
Keebeck Wealth Management
N/A—3,614-3,614-100%$440.0K———
Front Row Advisors LLC
N/A—3,597-3,597-100%$415.1K———
17 Capital Partners, LLC
N/A—3,546-3,546-100%$431.7K———
Gotham Asset Management, LLC
N/A—3,202-3,202-100%$389.8K———
Bank of Montreal
N/A—3,199-3,199-100%$389.4K———
Quest Investment Management LLC
N/A—3,139-3,139-100%$382.1K———
Founders Financial Alliance, LLC
N/A—3,138-3,138-100%$382.1K———
Shared Vision Wealth Group LLC
N/A—3,076-3,076-100%$374.5K———
GWN Securities Inc.
N/A—3,045-3,045-100%$370.7K———
Harbour Investments, Inc.
N/A—3,007-3,007-100%$366.1K———
Focus Partners Wealth
N/A—2,841-2,841-100%$345.9K———
Brookwood Investment Group LLC
N/A—2,832-2,832-100%$344.8K———
Allworth Financial LP
N/A—2,787-2,787-100%$339.3K———
Sovereign Financial Group, Inc.
N/A—2,780-2,780-100%$338.4K———
Moors & Cabot, Inc.
N/A—2,778-2,778-100%$338.2K———
Two Sigma Securities, LLC
N/A—2,730-2,730-100%$332.4K———
&partners
N/A—2,688-2,688-100%$327.2K———
Mariner, LLC
N/A—2,661-2,661-100%$324.0K———
Frisch Financial Group, Inc.
N/A—2,582-2,582-100%$314.3K———
Blair William & Co
N/A—2,535-2,535-100%$308.6K———
First National Bank & Trust Co of Newtown
N/A—2,535-2,535-100%$287.0K———
Liberty Wealth Management LLC
N/A—2,387-2,387-100%$243.0K———
Beacon Pointe Advisors, LLC
N/A—2,387-2,387-100%$290.5K———
One Wealth Map LLC
N/A—2,375-2,375-100%$260.5K———
Duncan Williams Asset Management, LLC
N/A—2,347-2,347-100%$285.7K———
Focus Partners Advisor Solutions, LLC
N/A—2,345-2,345-100%$285.5K———
Traub Capital Management LLC
N/A—2,177-2,177-100%$265.0K———
Betterment LLC
N/A—2,156-2,156-100%$262.0K———
Ethos Financial Group, LLC
N/A—2,121-2,121-100%$232.6K———
WealthShield Partners, LLC
N/A—2,083-2,083-100%$253.6K———
Element Wealth, LLC
N/A—1,946-1,946-100%$236.9K———
American Trust
N/A—1,944-1,944-100%$236.7K———
Belpointe Asset Management LLC
N/A—1,783-1,783-100%$217.1K———
Houlihan Financial Resource Group, Ltd.
N/A—1,775-1,775-100%$216.1K———
Steward Partners Investment Advisory, LLC
N/A—1,732-1,732-100%$210.9K———
EP Wealth Advisors, LLC
N/A—1,642-1,642-100%$199.9K———
IMA Advisory Services, Inc.
N/A—1,408-1,408-100%$171.4K———
Continuum Advisory, LLC
N/A—1,185-1,185-100%$144.3K———
O'shaughnessy Asset Management, LLC
N/A—1,127-1,127-100%$137.2K———
Capital Analysts, LLC
N/A—1,080-1,080-100%$131.0K———
Wells Fargo & Company
N/A—1,056-1,056-100%$128.6K———
Hantz Financial Services, Inc.
N/A—944-944-100%$115.0K———
IFG Advisory, LLC
N/A—911-911-100%$110.9K———
Dunhill Financial, LLC
N/A—852-852-100%$103.8K———
Huntington National Bank
N/A—760-760-100%$92.5K———
Prestige Wealth Management Group LLC
N/A—644-644-100%$78.4K———
Boreal Capital Management LLC
N/A—500-500-100%$60.9K———
Synergy Investment Management, LLC
N/A—479-479-100%$58.3K———
Vision Retirement, LLC
N/A—447-447-100%$54.4K———
HM Payson & Co
N/A—426-426-100%$51.9K———
BFC Planning, Inc.
N/A—425-425-100%$51.7K———
EFG International AG
N/A—337-337-100%$41.0K———
Steigerwald, Gordon & Koch Inc.
N/A—255-255-100%$31.0K———
BNP Paribas Financial Markets
N/A—162-162-100%$19.7K———
UBS Asset Management Americas LLC
N/A—125-125-100%$15.2K———
Fortis Group Advisors, LLC
N/A—102-102-100%$12.4K———
Capital Advisor Network LLC
N/A—102-102-100%$12.4K———
Aventura Private Wealth, LLC
N/A—100-100-100%$12.2K———
Keating Financial Advisory Services, Inc.
N/A—86-86-100%$10.5K———
Tower Research Capital LLC (TRC)
N/A—79-79-100%$9.6K———
Imprint Wealth LLC
N/A—73-73-100%$8.9K———
Geneos Wealth Management Inc.
N/A—70-70-100%$8.5K———
Strategic Wealth Partners, Ltd.
N/A—46-46-100%$5.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—44-44-100%$5.4K———
Fiduciary Financial Advisors
N/A—33-33-100%$4.1K———
Park Place Capital Corp
N/A—29-29-100%$3.5K———
Whittier Trust Co
N/A—25-25-100%$3.0K———
Timbuktu Capital Management, LLC
N/A—24-24-100%$2.9K———
Meramec Financial Planners, LLC
N/A—21-21-100%$2.4K———
Mcguire Capital Advisors Inc
N/A—13-13-100%$1.6K———
Richard W. Paul & Associates, LLC
N/A—13-13-100%$1.6K———
Jones Financial Companies Lllp
N/A—4-4-100%$475———
Showing 424 of 424 institutions