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Ishares High Yield Systemati (HYDB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Factory Mutual Insurance Co
UNCHANGED
Shares2,116,815 from 2,116,815
Change0 (0%)
Value$95.2M (-$3.8M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares1,650,396 from 1,569,565
Change+80,831 (+5%)
Value$74.2M (+$793.3K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares800,786 from 691,210
Change+109,576 (+16%)
Value$36.0M (+$3.7M)
Filed 2026-10-23
Capital Investment Counsel, LLC
INCREASED
Shares458,245 from 444,243
Change+14,002 (+3%)
Value$20.6M (-$174.6K)
Filed 2026-10-14
Cornerstone Planning Group LLC
INCREASED
Shares430,914 from 402,928
Change+27,986 (+7%)
Value$19.3M (+$668.3K)
Filed 2026-10-16
Boyd Wealth Management, LLC
INCREASED
Shares353,100 from 323,904
Change+29,196 (+9%)
Value$15.9M (+$726.4K)
Filed 2026-10-20
TL Private Wealth
DECREASED
Shares226,814 from 241,161
Change-14,347 (-6%)
Value$10.2M (-$1.0M)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
DECREASED
Shares222,054 from 242,213
Change-20,159 (-8%)
Value$10.0M (-$1.3M)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares152,635 from 319,480
Change-166,845 (-52%)
Value$6.9M (-$8.1M)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED
Shares147,069 from 138,985
Change+8,084 (+6%)
Value$6.6M (+$111.9K)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
INCREASED
Shares130,500 from 36,974
Change+93,526 (+253%)
Value$5.9M (+$4.1M)
Filed 2026-10-28
Beacon Financial Planning, Inc
INCREASED
Shares120,707 from 117,216
Change+3,491 (+3%)
Value$5.4M (-$55.2K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares117,844 from 112,904
Change+4,940 (+4%)
Value$5.3M (+$77.0K)
Filed 2026-10-26
First Citizens Bank & Trust Co
DECREASED
Shares99,968 from 111,317
Change-11,349 (-10%)
Value$4.5M (-$711.7K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares99,841 from 100,846
Change-1,005 (-1%)
Value$4.5M (-$202.5K)
Filed 2026-10-13
Provident Living Financial Services, Inc.
INCREASED
Shares97,281 from 96,437
Change+844 (+1%)
Value$4.4M (-$145.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares96,111 from 92,977
Change+3,134 (+3%)
Value$4.3M (-$27.4K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
DECREASED
Shares87,716 from 97,118
Change-9,402 (-10%)
Value$3.9M (-$598.5K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares84,339 from 79,930
Change+4,409 (+6%)
Value$3.8M (+$53.6K)
Filed 2026-10-13
Correct Capital Wealth Management
INCREASED
Shares56,747 from 54,502
Change+2,245 (+4%)
Value$2.6M (+$2.3K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares54,471 from 42,047
Change+12,424 (+30%)
Value$2.4M (+$482.5K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares53,951 from 49,211
Change+4,740 (+10%)
Value$2.4M (+$124.0K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares52,140 from 49,849
Change+2,291 (+5%)
Value$2.3M (+$12.8K)
Filed 2026-10-30
TFB Advisors LLC
INCREASED
Shares48,217 from 47,699
Change+518 (+1%)
Value$2.2M (-$63.1K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares46,804 from 43,073
Change+3,731 (+9%)
Value$2.1M (+$89.8K)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares46,472 from 42,228
Change+4,244 (+10%)
Value$2.1M (+$135.6K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares46,148 from 43,585
Change+2,563 (+6%)
Value$2.1M (+$36.3K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares38,663 from 70,993
Change-32,330 (-46%)
Value$1.7M (-$1.6M)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares34,780 from 34,157
Change+623 (+2%)
Value$1.6M (-$33.8K)
Filed 2026-10-22
Seamount Financial Group Inc
INCREASED
Shares31,510 from 31,335
Change+175 (+1%)
Value$1.4M (-$48.8K)
Filed 2026-10-21
ROI Financial Advisors, LLC
DECREASED
Shares30,483 from 32,669
Change-2,186 (-7%)
Value$1.4M (-$157.4K)
Filed 2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares28,334 from 28,334
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-03
Breakwater Capital Group
INCREASED
Shares27,728 from 9,671
Change+18,057 (+187%)
Value$1.2M (+$794.3K)
Filed 2026-10-09
Avestar Capital, LLC
DECREASED
Shares22,856 from 32,319
Change-9,463 (-29%)
Value$1.0M (-$484.0K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares21,681 from 21,681
Change0 (0%)
Value$1.0M ($0)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares20,989 from 44,187
Change-23,198 (-52%)
Value$943.7K (-$1.1M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares19,830 from 18,992
Change+838 (+4%)
Value$891.6K (+$3.3K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares17,707 from 19,444
Change-1,737 (-9%)
Value$796.1K (-$113.3K)
Filed 2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED
Shares17,705 from 15,452
Change+2,253 (+15%)
Value$796.0K (+$73.3K)
Filed 2026-10-16
Turning Point Benefit Group, Inc.
INCREASED
Shares16,967 from 16,765
Change+202 (+1%)
Value$757.9K (-$22.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,255 from 16,471
Change-216 (-1%)
Value$731 (-$769.3K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares15,492 from 15,482
Change+10 (+0%)
Value$698.5K (-$25.6K)
Filed 2026-11-03
Riverchase Wealth Management, LLC
INCREASED
Shares15,382 from 14,495
Change+887 (+6%)
Value$691.6K (+$13.7K)
Filed 2026-10-28
Exchange Traded Concepts, LLC
INCREASED
Shares15,355 from 12,256
Change+3,099 (+25%)
Value$690.4K (+$117.1K)
Filed 2026-10-28
First Citizens Asset Management, Inc.
INCREASED
Shares14,598 from 14,447
Change+151 (+1%)
Value$656.3K (-$19.4K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares14,575 from 10,459
Change+4,116 (+39%)
Value$655.3K (+$166.1K)
Filed 2026-10-29
Watershed Private Wealth LLC
INCREASED
Shares14,323 from 13,976
Change+347 (+2%)
Value$644.0K (-$9.7K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares13,977 from 12,469
Change+1,508 (+12%)
Value$628.4K (+$45.2K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares13,467 from 11,292
Change+2,175 (+19%)
Value$605.5K (+$77.3K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,053 from 6,972
Change+6,081 (+87%)
Value$586.9K (+$260.8K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares11,025
Change+11,025
Value$495.7K
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares10,739 from 11,353
Change-614 (-5%)
Value$482.8K (-$48.2K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares10,716 from 9,093
Change+1,623 (+18%)
Value$481.8K (+$56.6K)
Filed 2026-11-06
Claro Advisors Inc.
NEW
Shares10,070
Change+10,070
Value$452.7K
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares9,993 from 9,958
Change+35 (+0%)
Value$449.3K (-$16.4K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares9,745 from 8,601
Change+1,144 (+13%)
Value$438 (-$401.6K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares9,689 from 6,921
Change+2,768 (+40%)
Value$435.6K (+$111.9K)
Filed 2026-10-22
Capital Investment Advisors, LLC
DECREASED
Shares8,796 from 8,879
Change-83 (-1%)
Value$395.5K (-$19.8K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares8,471 from 5,829
Change+2,642 (+45%)
Value$380.8K (+$108.2K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares8,127 from 8,324
Change-197 (-2%)
Value$365.4K (-$23.9K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares7,457 from 7,286
Change+171 (+2%)
Value$335.3K (-$5.5K)
Filed 2026-10-20
Storen Legacy Partners, LLC
NEW
Shares7,192
Change+7,192
Value$323.4K
Filed 2026-11-09
Choreo, LLC
INCREASED
Shares7,075 from 6,785
Change+290 (+4%)
Value$318.1K (+$752)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares6,762
Change+6,762
Value$304.0K
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares6,336
Change+6,336
Value$288.2K
Filed 2026-11-03
Elevated Financial Group LLC
NEW
Shares6,317
Change+6,317
Value$284.0K
Filed 2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED
Shares6,308 from 6,308
Change0 (0%)
Value$295.0K ($0)
Filed 2026-10-13
Embree Financial Group
DECREASED
Shares6,283 from 8,569
Change-2,286 (-27%)
Value$282.5K (-$118.3K)
Filed 2026-10-22
Opus Capital Group, LLC
DECREASED
Shares6,033 from 6,124
Change-91 (-1%)
Value$271 (-$285.7K)
Filed 2026-10-30
Regatta Capital Group, LLC
UNCHANGED
Shares5,989 from 5,989
Change0 (0%)
Value$269.3K (-$10.8K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares5,874 from 5,466
Change+408 (+7%)
Value$264.1K (+$8.5K)
Filed 2026-10-16
Strategic Planning Group, LLC
DECREASED
Shares5,835 from 12,386
Change-6,551 (-53%)
Value$262.4K (-$317.0K)
Filed 2026-10-22
Everest Financial Group LLC
INCREASED
Shares5,445 from 5,353
Change+92 (+2%)
Value$244.8K (-$5.5K)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares5,230 from 5,597
Change-367 (-7%)
Value$234.0K (-$28.0K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
NEW
Shares5,055
Change+5,055
Value$227.3K
Filed 2026-11-02
Avion Wealth
INCREASED
Shares4,899 from 4,893
Change+6 (+0%)
Value$220.0K (-$8.0K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
NEW
Shares4,820
Change+4,820
Value$216.7K
Filed 2026-10-29
Sigma Planning Corp
NEW
Shares4,805
Change+4,805
Value$216.0K
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares4,563 from 8,512
Change-3,949 (-46%)
Value$205.2K (-$193.0K)
Filed 2026-10-13
Cedar Point Capital Partners, LLC
NEW
Shares4,528
Change+4,528
Value$203.6K
Filed 2026-10-29
Armor Investment Advisors, LLC
DECREASED
Shares2,949 from 3,007
Change-58 (-2%)
Value$132.6K (-$8.1K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,694 from 2,847
Change-153 (-5%)
Value$121.1K (-$12.0K)
Filed 2026-11-03
Adirondack Trust Co
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$73.2K (-$3.0K)
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$52.8K (-$2.1K)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares1,010 from 59,552
Change-58,542 (-98%)
Value$45.4K (-$2.7M)
Filed 2026-10-21
Keystone Financial Group, Inc.
DECREASED
Shares986 from 1,144
Change-158 (-14%)
Value$44.3K (-$9.2K)
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares754 from 742
Change+12 (+2%)
Value$33.9K (-$834)
Filed 2026-11-09
Eukles Asset Management
NEW
Shares615
Change+615
Value$27.7K
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.0K (-$724)
Filed 2026-10-21
IFG Advisory, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$15.4K (-$621)
Filed 2026-11-09
Private Trust Co NA
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$15.2K (-$609)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$13.8K (-$554)
Filed 2026-10-15
Tsfg, LLC
DECREASED
Shares241 from 458
Change-217 (-47%)
Value$11 (-$10)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares185 from 181
Change+4 (+2%)
Value$8.3K (-$188)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares175
Change+175
Value$7.9K
Filed 2026-11-02
Sofi Wealth, LLC
DECREASED
Shares168 from 338
Change-170 (-50%)
Value$7.6K (-$8.3K)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$7.0K (-$282)
Filed 2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$6.7K (-$268)
Filed 2026-10-13
Milestone Investment Advisors LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$6.3K (-$253)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares122 from 180
Change-58 (-32%)
Value$5.5K (-$3.0K)
Filed 2026-10-16
Midwest Capital Advisors, LLC
DECREASED
Shares104 from 175
Change-71 (-41%)
Value$4.7K (-$3.5K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares88
Change+88
Value$4.0K
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares50
Change+50
Value$2.3K
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.2K (-$89)
Filed 2026-11-04
Collier Financial
DECREASED
Shares45 from 55
Change-10 (-18%)
Value$2.0K (-$558)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares10
Change+10
Value$450
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$450 (-$18)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$64 (-$2)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
CLOSED
Shares0 from 200,000
Change-200,000 (-100%)
Value$0 (-$9.4M)
Filed 2026-11-05
Advisory Resource Group
CLOSED
Shares0 from 49,050
Change-49,050 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-26
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 36,000
Change-36,000 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
TBH Global Asset Management, LLC
CLOSED
Shares0 from 7,652
Change-7,652 (-100%)
Value$0 (-$357.9K)
Filed 2026-11-03
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 5,418
Change-5,418 (-100%)
Value$0 (-$253.4K)
Filed 2026-11-05
Dahring | Cusmano LLC
CLOSED
Shares0 from 5,298
Change-5,298 (-100%)
Value$0 (-$247.8K)
Filed 2026-11-03
Compound Planning, Inc.
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$233.8K)
Filed 2026-11-09
Kestra Investment Management, LLC
CLOSED
Shares0 from 4,631
Change-4,631 (-100%)
Value$0 (-$216.6K)
Filed 2026-11-04
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 4,366
Change-4,366 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-03
Creative Planning
CLOSED
Shares0 from 4,345
Change-4,345 (-100%)
Value$0 (-$203.2K)
Filed 2026-11-02
Matthew Goff Investment Advisor, LLC
CLOSED
Shares0 from 4,302
Change-4,302 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,949
Change-3,949 (-100%)
Value$0 (-$183.8K)
Filed 2026-11-02
Geneos Wealth Management Inc.
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$29.7K)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$10.2K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$8.4K)
Filed 2026-11-03
Rossby Financial, LCC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Citigroup Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$47)
Filed 2026-11-04
Maseco LLP
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$47)
Filed 2026-10-27
Renaissancere Holdings LTD
N/A
Shares— from 5,057,726
Change-5,057,726 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,538,885
Change-1,538,885 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,453,017
Change-1,453,017 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 741,981
Change-741,981 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 672,278
Change-672,278 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 504,348
Change-504,348 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 493,375
Change-493,375 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 463,561
Change-463,561 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 438,332
Change-438,332 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 342,455
Change-342,455 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 297,804
Change-297,804 (-100%)
Value—
Betterment LLC
N/A
Shares— from 296,948
Change-296,948 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 279,478
Change-279,478 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 245,107
Change-245,107 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 204,131
Change-204,131 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 150,399
Change-150,399 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 144,574
Change-144,574 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 126,690
Change-126,690 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 122,603
Change-122,603 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 116,964
Change-116,964 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 110,135
Change-110,135 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 103,481
Change-103,481 (-100%)
Value—
UBS Group AG
N/A
Shares— from 79,873
Change-79,873 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 71,080
Change-71,080 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 70,059
Change-70,059 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 61,876
Change-61,876 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 54,689
Change-54,689 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 53,381
Change-53,381 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 37,047
Change-37,047 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 32,761
Change-32,761 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,149
Change-27,149 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,764
Change-26,764 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,196
Change-22,196 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,032
Change-21,032 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 20,790
Change-20,790 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 19,036
Change-19,036 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 18,833
Change-18,833 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,569
Change-14,569 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,962
Change-13,962 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,910
Change-12,910 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,595
Change-12,595 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,568
Change-12,568 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,778
Change-11,778 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,672
Change-8,672 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 8,381
Change-8,381 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 842
Change-842 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 321
Change-321 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 190
Change-190 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15
Change-15 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12
Change-12 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 8
Change-8 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Factory Mutual Insurance Co
UNCHANGED2,116,8152,116,81500%$99.0M$95.2M-$3.8M2026-10-30
LPL Financial LLC
INCREASED1,650,3961,569,565+80,831+5%$73.4M$74.2M+$793.3K2026-11-06
Apollon Wealth Management, LLC
INCREASED800,786691,210+109,576+16%$32.3M$36.0M+$3.7M2026-10-23
Capital Investment Counsel, LLC
INCREASED458,245444,243+14,002+3%$20.8M$20.6M-$174.6K2026-10-14
Cornerstone Planning Group LLC
INCREASED430,914402,928+27,986+7%$18.7M$19.3M+$668.3K2026-10-16
Boyd Wealth Management, LLC
INCREASED353,100323,904+29,196+9%$15.1M$15.9M+$726.4K2026-10-20
TL Private Wealth
DECREASED226,814241,161-14,347-6%$11.2M$10.2M-$1.0M2026-10-13
Outlook Wealth Advisors, LLC
DECREASED222,054242,213-20,159-8%$11.3M$10.0M-$1.3M2026-10-28
Avior Wealth Management, LLC
DECREASED152,635319,480-166,845-52%$14.9M$6.9M-$8.1M2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED147,069138,985+8,084+6%$6.5M$6.6M+$111.9K2026-10-20
Cranbrook Wealth Management, LLC
INCREASED130,50036,974+93,526+253%$1.7M$5.9M+$4.1M2026-10-28
Beacon Financial Planning, Inc
INCREASED120,707117,216+3,491+3%$5.5M$5.4M-$55.2K2026-11-04
Triad Wealth Partners, LLC
INCREASED117,844112,904+4,940+4%$5.2M$5.3M+$77.0K2026-10-26
First Citizens Bank & Trust Co
DECREASED99,968111,317-11,349-10%$5.2M$4.5M-$711.7K2026-10-14
SAX Wealth Advisors, LLC
DECREASED99,841100,846-1,005-1%$4.7M$4.5M-$202.5K2026-10-13
Provident Living Financial Services, Inc.
INCREASED97,28196,437+844+1%$4.5M$4.4M-$145.3K2026-11-03
IFP Advisors, Inc
INCREASED96,11192,977+3,134+3%$4.3M$4.3M-$27.4K2026-10-16
Mascagni Wealth Management, Inc.
DECREASED87,71697,118-9,402-10%$4.5M$3.9M-$598.5K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED84,33979,930+4,409+6%$3.7M$3.8M+$53.6K2026-10-13
Correct Capital Wealth Management
INCREASED56,74754,502+2,245+4%$2.5M$2.6M+$2.3K2026-11-02
Apollon Financial, LLC
INCREASED54,47142,047+12,424+30%$2.0M$2.4M+$482.5K2026-10-23
Kestra Advisory Services, LLC
INCREASED53,95149,211+4,740+10%$2.3M$2.4M+$124.0K2026-11-02
Truist Financial Corp
INCREASED52,14049,849+2,291+5%$2.3M$2.3M+$12.8K2026-10-30
TFB Advisors LLC
INCREASED48,21747,699+518+1%$2.2M$2.2M-$63.1K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED46,80443,073+3,731+9%$2.0M$2.1M+$89.8K2026-11-05
Sovran Advisors, LLC
INCREASED46,47242,228+4,244+10%$2.0M$2.1M+$135.6K2026-11-02
Lanark Financial, Inc.
INCREASED46,14843,585+2,563+6%$2.0M$2.1M+$36.3K2026-10-26
Simplicity Wealth,LLC
DECREASED38,66370,993-32,330-46%$3.3M$1.7M-$1.6M2026-10-23
Strategic Blueprint, LLC
INCREASED34,78034,157+623+2%$1.6M$1.6M-$33.8K2026-10-22
Seamount Financial Group Inc
INCREASED31,51031,335+175+1%$1.5M$1.4M-$48.8K2026-10-21
ROI Financial Advisors, LLC
DECREASED30,48332,669-2,186-7%$1.5M$1.4M-$157.4K2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED28,33428,33400%$1.3M$1.3M$02026-11-03
Breakwater Capital Group
INCREASED27,7289,671+18,057+187%$452.3K$1.2M+$794.3K2026-10-09
Avestar Capital, LLC
DECREASED22,85632,319-9,463-29%$1.5M$1.0M-$484.0K2026-10-28
Allworth Financial LP
UNCHANGED21,68121,68100%$1.0M$1.0M$02026-11-06
Commonwealth Equity Services, LLC
DECREASED20,98944,187-23,198-52%$2.1M$943.7K-$1.1M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED19,83018,992+838+4%$888.3K$891.6K+$3.3K2026-10-21
Farther Finance Advisors, LLC
DECREASED17,70719,444-1,737-9%$909.4K$796.1K-$113.3K2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED17,70515,452+2,253+15%$722.7K$796.0K+$73.3K2026-10-16
Turning Point Benefit Group, Inc.
INCREASED16,96716,765+202+1%$780.2K$757.9K-$22.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED16,25516,471-216-1%$770.0K$731-$769.3K2026-11-02
Keystone Wealth Services, LLC
INCREASED15,49215,482+10+0%$724.1K$698.5K-$25.6K2026-11-03
Riverchase Wealth Management, LLC
INCREASED15,38214,495+887+6%$677.9K$691.6K+$13.7K2026-10-28
Exchange Traded Concepts, LLC
INCREASED15,35512,256+3,099+25%$573.2K$690.4K+$117.1K2026-10-28
First Citizens Asset Management, Inc.
INCREASED14,59814,447+151+1%$675.7K$656.3K-$19.4K2026-11-06
Integrity Alliance, Llc.
INCREASED14,57510,459+4,116+39%$489.2K$655.3K+$166.1K2026-10-29
Watershed Private Wealth LLC
INCREASED14,32313,976+347+2%$653.7K$644.0K-$9.7K2026-10-30
Sagespring Wealth Partners, LLC
INCREASED13,97712,469+1,508+12%$583.2K$628.4K+$45.2K2026-10-22
US Bancorp \de\
INCREASED13,46711,292+2,175+19%$528.1K$605.5K+$77.3K2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED13,0536,972+6,081+87%$326.1K$586.9K+$260.8K2026-10-21
Concurrent Investment Advisors, LLC
NEW11,025—+11,025——$495.7K—2026-10-16
NBT Bank, N.A.
DECREASED10,73911,353-614-5%$531.0K$482.8K-$48.2K2026-10-21
Merit Financial Group, LLC
INCREASED10,7169,093+1,623+18%$425.3K$481.8K+$56.6K2026-11-06
Claro Advisors Inc.
NEW10,070—+10,070——$452.7K—2026-11-02
Spire Wealth Management
INCREASED9,9939,958+35+0%$465.7K$449.3K-$16.4K2026-10-30
Park Avenue Securities LLC
INCREASED9,7458,601+1,144+13%$402.0K$438-$401.6K2026-10-26
Perigon Wealth Management, LLC
INCREASED9,6896,921+2,768+40%$323.7K$435.6K+$111.9K2026-10-22
Capital Investment Advisors, LLC
DECREASED8,7968,879-83-1%$415.3K$395.5K-$19.8K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED8,4715,829+2,642+45%$272.6K$380.8K+$108.2K2026-10-26
Fifth Third Bancorp
DECREASED8,1278,324-197-2%$389.3K$365.4K-$23.9K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED7,4577,286+171+2%$340.7K$335.3K-$5.5K2026-10-20
Storen Legacy Partners, LLC
NEW7,192—+7,192——$323.4K—2026-11-09
Choreo, LLC
INCREASED7,0756,785+290+4%$317.3K$318.1K+$7522026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
NEW6,762—+6,762——$304.0K—2026-10-28
StoneX Group Inc.
NEW6,336—+6,336——$288.2K—2026-11-03
Elevated Financial Group LLC
NEW6,317—+6,317——$284.0K—2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED6,3086,30800%$295.0K$295.0K$02026-10-13
Embree Financial Group
DECREASED6,2838,569-2,286-27%$400.8K$282.5K-$118.3K2026-10-22
Opus Capital Group, LLC
DECREASED6,0336,124-91-1%$286.0K$271-$285.7K2026-10-30
Regatta Capital Group, LLC
UNCHANGED5,9895,98900%$280.1K$269.3K-$10.8K2026-10-23
PFG Advisors
INCREASED5,8745,466+408+7%$255.6K$264.1K+$8.5K2026-10-16
Strategic Planning Group, LLC
DECREASED5,83512,386-6,551-53%$579.3K$262.4K-$317.0K2026-10-22
Everest Financial Group LLC
INCREASED5,4455,353+92+2%$250.3K$244.8K-$5.5K2026-11-06
Thrivent Financial for Lutherans
DECREASED5,2305,597-367-7%$262.0K$234.0K-$28.0K2026-11-05
BridgePort Financial Solutions, LLC
NEW5,055—+5,055——$227.3K—2026-11-02
Avion Wealth
INCREASED4,8994,893+6+0%$228.0K$220.0K-$8.0K2026-11-04
Kuhn & Co Investment Counsel
NEW4,820—+4,820——$216.7K—2026-10-29
Sigma Planning Corp
NEW4,805—+4,805——$216.0K—2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED4,5638,512-3,949-46%$398.1K$205.2K-$193.0K2026-10-13
Cedar Point Capital Partners, LLC
NEW4,528—+4,528——$203.6K—2026-10-29
Armor Investment Advisors, LLC
DECREASED2,9493,007-58-2%$140.6K$132.6K-$8.1K2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED2,6942,847-153-5%$133.2K$121.1K-$12.0K2026-11-03
Adirondack Trust Co
UNCHANGED1,6291,62900%$76.2K$73.2K-$3.0K2026-10-14
North Star Investment Management Corp.
UNCHANGED1,1751,17500%$55.0K$52.8K-$2.1K2026-10-27
Assetmark, Inc
DECREASED1,01059,552-58,542-98%$2.8M$45.4K-$2.7M2026-10-21
Keystone Financial Group, Inc.
DECREASED9861,144-158-14%$53.5K$44.3K-$9.2K2026-10-13
Harbour Investments, Inc.
INCREASED754742+12+2%$34.7K$33.9K-$8342026-11-09
Eukles Asset Management
NEW615—+615——$27.7K—2026-11-04
Trust Co of Vermont
UNCHANGED40040000%$18.7K$18.0K-$7242026-10-21
IFG Advisory, LLC
UNCHANGED34334300%$16.0K$15.4K-$6212026-11-09
Private Trust Co NA
UNCHANGED33733700%$15.8K$15.2K-$6092026-10-20
Moisand Fitzgerald Tamayo, LLC
UNCHANGED30630600%$14.3K$13.8K-$5542026-10-15
Tsfg, LLC
DECREASED241458-217-47%$21$11-$102026-10-23
Asset Dedication, LLC
INCREASED185181+4+2%$8.5K$8.3K-$1882026-11-03
Heritage Family Offices, LLP
NEW175—+175——$7.9K—2026-11-02
Sofi Wealth, LLC
DECREASED168338-170-50%$15.8K$7.6K-$8.3K2026-10-27
CoreCap Advisors, LLC
UNCHANGED15615600%$7.3K$7.0K-$2822026-10-08
Harbor Investment Advisory, LLC
UNCHANGED14814800%$6.9K$6.7K-$2682026-10-13
Milestone Investment Advisors LLC
UNCHANGED14014000%$6.5K$6.3K-$2532026-11-05
Mosley Wealth Management
DECREASED122180-58-32%$8.4K$5.5K-$3.0K2026-10-16
Midwest Capital Advisors, LLC
DECREASED104175-71-41%$8.2K$4.7K-$3.5K2026-11-04
GK Wealth Management LLC
NEW88—+88——$4.0K—2026-10-09
Ascentis Independent Advisors
NEW50—+50——$2.3K—2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED494900%$2.3K$2.2K-$892026-11-04
Collier Financial
DECREASED4555-10-18%$2.6K$2.0K-$5582026-11-06
Root Financial Partners, LLC
NEW10—+10——$450—2026-10-21
Creative Financial Designs Inc
UNCHANGED101000%$468$450-$182026-11-04
Allspring Global Investments Holdings, LLC
UNCHANGED1100%$66$64-$22026-11-04
State of New Jersey Common Pension Fund D
CLOSED0200,000-200,000-100%$9.4M$0-$9.4M2026-11-05
Advisory Resource Group
CLOSED049,050-49,050-100%$2.3M$0-$2.3M2026-10-26
PNC Financial Services Group, Inc.
CLOSED036,000-36,000-100%$1.7M$0-$1.7M2026-11-06
TBH Global Asset Management, LLC
CLOSED07,652-7,652-100%$357.9K$0-$357.9K2026-11-03
Pennsylvania Capital Management Inc
CLOSED05,418-5,418-100%$253.4K$0-$253.4K2026-11-05
Dahring | Cusmano LLC
CLOSED05,298-5,298-100%$247.8K$0-$247.8K2026-11-03
Compound Planning, Inc.
CLOSED05,000-5,000-100%$233.8K$0-$233.8K2026-11-09
Kestra Investment Management, LLC
CLOSED04,631-4,631-100%$216.6K$0-$216.6K2026-11-04
Tennessee Valley Asset Management Partners
CLOSED04,366-4,366-100%$204.2K$0-$204.2K2026-11-03
Creative Planning
CLOSED04,345-4,345-100%$203.2K$0-$203.2K2026-11-02
Matthew Goff Investment Advisor, LLC
CLOSED04,302-4,302-100%$201.2K$0-$201.2K2026-10-13
International Assets Investment Management, LLC
CLOSED03,949-3,949-100%$183.8K$0-$183.8K2026-11-02
Geneos Wealth Management Inc.
CLOSED0634-634-100%$29.7K$0-$29.7K2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED0218-218-100%$10.2K$0-$10.2K2026-11-04
JFS Wealth Advisors, LLC
CLOSED0180-180-100%$8.4K$0-$8.4K2026-11-03
Rossby Financial, LCC
CLOSED071-71-100%$3.3K$0-$3.3K2026-11-05
AdvisorNet Financial, Inc
CLOSED042-42-100%$1.9K$0-$1.9K2026-10-15
Citigroup Inc
CLOSED01-1-100%$47$0-$472026-11-04
Maseco LLP
CLOSED01-1-100%$47$0-$472026-10-27
Renaissancere Holdings LTD
N/A—5,057,726-5,057,726-100%$236.5M———
Wealthspire Advisors, LLC
N/A—1,538,885-1,538,885-100%$72.0M———
Bank of America Corp
N/A—1,453,017-1,453,017-100%$68.0M———
Ameriprise Financial Inc
N/A—741,981-741,981-100%$34.7M———
Morgan Stanley
N/A—672,278-672,278-100%$31.4M———
Envestnet Asset Management Inc
N/A—504,348-504,348-100%$23.6M———
SHP Wealth Management
N/A—493,375-493,375-100%$23.1M———
Savvy Advisors, Inc.
N/A—463,561-463,561-100%$21.7M———
Liberty Square Wealth Partners LLC
N/A—438,332-438,332-100%$20.5M———
Manning & Napier Advisors LLC
N/A—342,455-342,455-100%$16.0M———
IMA Advisory Services, Inc.
N/A—297,804-297,804-100%$13.9M———
Betterment LLC
N/A—296,948-296,948-100%$13.9M———
Osaic Holdings, Inc.
N/A—279,478-279,478-100%$13.1M———
Cetera Investment Advisers
N/A—245,107-245,107-100%$11.5M———
Raymond James Financial Inc
N/A—204,131-204,131-100%$9.5M———
Daybright Advisory Services, Inc.
N/A—150,399-150,399-100%$7.0M———
Equitable Holdings, Inc.
N/A—144,574-144,574-100%$6.8M———
Envestnet Portfolio Solutions, Inc.
N/A—126,690-126,690-100%$5.9M———
Waverly Advisors, LLC
N/A—122,603-122,603-100%$5.7M———
Captrust Financial Advisors
N/A—116,964-116,964-100%$5.5M———
Pinnacle Financial Partners, Inc.
N/A—110,135-110,135-100%$5.2M———
JPMorgan Chase & Co
N/A—103,481-103,481-100%$4.8M———
UBS Group AG
N/A—79,873-79,873-100%$3.7M———
MML Investors Services, LLC
N/A—71,080-71,080-100%$3.3M———
Sanctuary Advisors, LLC
N/A—70,059-70,059-100%$3.3M———
MA Private Wealth
N/A—61,876-61,876-100%$2.9M———
Jane Street Group, LLC
N/A—54,689-54,689-100%$2.6M———
Retirement Planning Group, LLC / NY
N/A—53,381-53,381-100%$2.5M———
Continuum Advisory, LLC
N/A—37,047-37,047-100%$1.7M———
HighTower Advisors, LLC
N/A—32,761-32,761-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—27,149-27,149-100%$1.3M———
Stifel Financial Corp
N/A—26,764-26,764-100%$1.3M———
Arkadios Wealth Advisors
N/A—22,196-22,196-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—21,032-21,032-100%$983.7K———
Dynasty Wealth Management, LLC
N/A—20,790-20,790-100%$972.4K———
Tidemark, LLC
N/A—19,036-19,036-100%$890.3K———
Thoroughbred Financial Services, LLC
N/A—18,833-18,833-100%$880.0K———
Kingsview Wealth Management, LLC
N/A—14,569-14,569-100%$681.4K———
AE Wealth Management LLC
N/A—13,962-13,962-100%$653.0K———
Principal Securities, Inc.
N/A—12,910-12,910-100%$603.8K———
Private Advisor Group, LLC
N/A—12,595-12,595-100%$589.1K———
Janney Montgomery Scott LLC
N/A—12,568-12,568-100%$588.0K———
Independent Advisor Alliance
N/A—12,168-12,168-100%$569.1K———
Cerity Partners LLC
N/A—11,778-11,778-100%$550.9K———
Regal Investment Advisors LLC
N/A—11,756-11,756-100%$549.8K———
Keating Financial Advisory Services, Inc.
N/A—10,097-10,097-100%$472.2K———
JPL Wealth Management, LLC
N/A—9,886-9,886-100%$462.3K———
Modern Wealth Management, LLC
N/A—9,620-9,620-100%$449.9K———
Pacific SUN Financial Corp
N/A—9,140-9,140-100%$427.5K———
HRT Financial LP
N/A—8,817-8,817-100%$412.0K———
Arax Advisory Partners
N/A—8,672-8,672-100%$405.6K———
Ameriflex Group, Inc.
N/A—8,548-8,548-100%$399.8K———
Talisman Wealth Advisors LLC
N/A—8,381-8,381-100%$1.6M———
Balanced Rock Investment Advisors LLC
N/A—7,885-7,885-100%$368.8K———
NewEdge Advisors, LLC
N/A—7,431-7,431-100%$347.5K———
Aptus Capital Advisors, LLC
N/A—5,892-5,892-100%$275.6K———
Oxinas Partners, LLC
N/A—5,822-5,822-100%$272.3K———
Royal Bank of Canada
N/A—5,583-5,583-100%$261.0K———
Stratos Wealth Partners, Ltd.
N/A—5,286-5,286-100%$247.3K———
Ankerstar Wealth, LLC
N/A—5,282-5,282-100%$247.0K———
FMR LLC
N/A—5,233-5,233-100%$244.7K———
Summit Financial, LLC
N/A—5,233-5,233-100%$244.8K———
5T Wealth, LLC
N/A—5,051-5,051-100%$236.2K———
Klcm Advisors, Inc.
N/A—4,473-4,473-100%$209.2K———
Atomic Invest LLC
N/A—3,681-3,681-100%$172.2K———
Founders Financial Alliance, LLC
N/A—1,925-1,925-100%$90.0K———
Global Retirement Partners, LLC
N/A—1,867-1,867-100%$87.3K———
Steward Partners Investment Advisory, LLC
N/A—1,032-1,032-100%$48.3K———
Bravera Wealth
N/A—842-842-100%$39.4K———
Twin City Private Wealth, LLC
N/A—696-696-100%$32.6K———
Caitlin John, LLC
N/A—684-684-100%$32.0K———
Imprint Wealth LLC
N/A—594-594-100%$27.8K———
BlackRock, Inc.
N/A—321-321-100%$15.0K———
Harborfront Financial Group LLC
N/A—206-206-100%$9.7K———
ST Germain D J Co Inc
N/A—190-190-100%$8.9K———
BFC Planning, Inc.
N/A—155-155-100%$7.3K———
FAS Wealth Partners, Inc.
N/A—118-118-100%$5.5K———
Front Row Advisors LLC
N/A—100-100-100%$4.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—66-66-100%$3.1K———
Capital Advisor Network LLC
N/A—52-52-100%$2.4K———
Vision Retirement, LLC
N/A—20-20-100%$935———
Richard W. Paul & Associates, LLC
N/A—16-16-100%$748———
Tower Research Capital LLC (TRC)
N/A—15-15-100%$702———
Fiduciary Financial Advisors
N/A—12-12-100%$574———
Strategic Wealth Partners, Ltd.
N/A—8-8-100%$374———
BNP Paribas Financial Markets
N/A—2-2-100%$94———
Wells Fargo & Company
N/A—1-1-100%$40———
Showing 214 of 214 institutions