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Ishares Future AI & Tech ETF (ARTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,585,304 from 1,406,030
Change+179,274 (+13%)
Value$124.2M (+$17.1M)
Filed 2026-11-06
CX Institutional
INCREASED
Shares121,452 from 112,651
Change+8,801 (+8%)
Value$9.5K (+$932)
Filed 2026-10-02
Creative Planning
INCREASED
Shares105,396 from 104,528
Change+868 (+1%)
Value$8.3M (+$293.8K)
Filed 2026-11-02
McNaughton Wealth Management, LLC
DECREASED
Shares101,463 from 102,549
Change-1,086 (-1%)
Value$7.9M (+$136.5K)
Filed 2026-10-09
Cora Capital Advisors LLC
INCREASED
Shares100,046 from 91,115
Change+8,931 (+10%)
Value$7.8M (+$896.3K)
Filed 2026-11-02
BostonPremier Wealth LLC
INCREASED
Shares97,095 from 96,515
Change+580 (+1%)
Value$7.6M (+$253.9K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares96,191 from 97,731
Change-1,540 (-2%)
Value$7.5M (+$90.4K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares94,218 from 91,745
Change+2,473 (+3%)
Value$7.4M (+$391.9K)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
NEW
Shares93,318
Change+93,318
Value$7.3M
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares86,456 from 75,302
Change+11,154 (+15%)
Value$6.8M (+$1.0M)
Filed 2026-11-02
Invera Wealth Advisors, LLC
INCREASED
Shares82,752 from 80,892
Change+1,860 (+2%)
Value$6.5M (+$320.4K)
Filed 2026-10-28
LTS Liquid Investments LLC
INCREASED
Shares72,285 from 26,969
Change+45,316 (+168%)
Value$5.7M (+$3.6M)
Filed 2026-10-23
Tucker Asset Management LLC
INCREASED
Shares71,064 from 67,061
Change+4,003 (+6%)
Value$5.6M (+$458.4K)
Filed 2026-10-29
Wealth Management Partners, LLC
INCREASED
Shares65,700 from 65,555
Change+145 (+0%)
Value$5.1M (+$153.0K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares61,343 from 20,233
Change+41,110 (+203%)
Value$4.8M (+$3.3M)
Filed 2026-10-16
Intrua Financial, LLC
INCREASED
Shares59,600 from 58,809
Change+791 (+1%)
Value$4.7M (+$189.0K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares47,242 from 69,594
Change-22,352 (-32%)
Value$3.7M (-$1.6M)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares45,451 from 42,382
Change+3,069 (+7%)
Value$3.6M (+$331.9K)
Filed 2026-10-22
Gemmer Asset Management LLC
INCREASED
Shares44,779 from 36,462
Change+8,317 (+23%)
Value$3.5M (+$730.2K)
Filed 2026-10-16
Opus Capital Group, LLC
UNCHANGED
Shares43,052 from 43,052
Change0 (0%)
Value$3.4K (-$3.3M)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares42,350 from 43,531
Change-1,181 (-3%)
Value$3.3M (+$1.5K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares40,851 from 46,811
Change-5,960 (-13%)
Value$3.2K (-$3.6M)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares40,571 from 38,144
Change+2,427 (+6%)
Value$3.2M (+$272.5K)
Filed 2026-10-30
Altura Wealth Advisors Inc.
INCREASED
Shares35,527 from 30,733
Change+4,794 (+16%)
Value$2.8M (+$441.8K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares35,355 from 32,782
Change+2,573 (+8%)
Value$2.8M (+$272.3K)
Filed 2026-10-16
Stephen J. Garry & Associates, LLC
INCREASED
Shares34,490 from 34,114
Change+376 (+1%)
Value$2.7M (+$103.1K)
Filed 2026-11-05
Cascade Investment Group, Inc.
DECREASED
Shares34,134 from 34,459
Change-325 (-1%)
Value$2.7M (+$49.0K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares33,871 from 23,042
Change+10,829 (+47%)
Value$2.7M (+$897.9K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares33,572 from 30,817
Change+2,755 (+9%)
Value$2.6M (+$395.8K)
Filed 2026-10-13
Ellerson Group Inc
NEW
Shares32,825
Change+32,825
Value$2.2M
Filed 2026-11-04
Atlas Private Wealth Advisors
INCREASED
Shares31,414 from 5,696
Change+25,718 (+452%)
Value$2.5M (+$2.0M)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED
Shares29,618 from 27,544
Change+2,074 (+8%)
Value$2.3M (+$221.9K)
Filed 2026-10-19
Hudock, Inc.
INCREASED
Shares28,702 from 28,210
Change+492 (+2%)
Value$2.2M (+$99.5K)
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares27,252 from 18,326
Change+8,926 (+49%)
Value$2.1M (+$738.7K)
Filed 2026-10-28
VVR Holdings LLC
INCREASED
Shares25,012 from 23,056
Change+1,956 (+8%)
Value$2.0M (+$203.0K)
Filed 2026-10-19
Fortis Group Advisors, LLC
NEW
Shares24,817
Change+24,817
Value$1.7M
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares24,800 from 24,897
Change-97 (0%)
Value$1.9M (+$46.3K)
Filed 2026-11-06
Phoenix Wealth Advisors
DECREASED
Shares22,375 from 22,829
Change-454 (-2%)
Value$1.8M (+$13.8K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares21,821 from 2,954
Change+18,867 (+639%)
Value$1.7M (+$1.5M)
Filed 2026-10-29
Mtco Ltd.
NEW
Shares20,319
Change+20,319
Value$1.6M
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares18,917 from 18,176
Change+741 (+4%)
Value$1.5M (+$97.3K)
Filed 2026-10-22
Platform Technology Partners
INCREASED
Shares18,307 from 16,737
Change+1,570 (+9%)
Value$1.4M (+$159.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares16,859 from 16,648
Change+211 (+1%)
Value$1.3M (+$52.5K)
Filed 2026-10-08
Investment Partners, Ltd.
INCREASED
Shares16,408 from 7,233
Change+9,175 (+127%)
Value$1.3M (+$734.2K)
Filed 2026-10-29
Flagship Private Wealth, LLC
DECREASED
Shares16,151 from 17,088
Change-937 (-5%)
Value$1.3M (-$36.4K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares15,475 from 13,510
Change+1,965 (+15%)
Value$1.2M (+$183.1K)
Filed 2026-10-13
Guardian Asset Advisors, LLC
INCREASED
Shares15,240 from 9,648
Change+5,592 (+58%)
Value$1.2M (+$458.9K)
Filed 2026-10-16
Merit Financial Group, LLC
NEW
Shares15,180
Change+15,180
Value$1.2M
Filed 2026-11-06
Berbice Capital Management LLC
INCREASED
Shares13,898 from 13,798
Change+100 (+1%)
Value$1.1M (+$37.6K)
Filed 2026-10-13
Cullen T Bankers, Inc.
NEW
Shares13,592
Change+13,592
Value$1.1M
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares13,515 from 3,594
Change+9,921 (+276%)
Value$1.1K (-$272.9K)
Filed 2026-10-26
Columbus Macro, LLC
INCREASED
Shares13,375 from 10,953
Change+2,422 (+22%)
Value$1.0M (+$213.4K)
Filed 2026-10-14
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares13,148 from 16,506
Change-3,358 (-20%)
Value$1.0M (-$227.3K)
Filed 2026-10-20
Community Bank, N.A.
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$1.0M (+$28.1K)
Filed 2026-11-06
Center for Financial Planning, Inc.
INCREASED
Shares12,243 from 11,882
Change+361 (+3%)
Value$958.9K (+$53.9K)
Filed 2026-10-26
Matisse Capital
DECREASED
Shares11,935 from 12,059
Change-124 (-1%)
Value$934.8K (+$16.3K)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares11,762 from 13,911
Change-2,149 (-15%)
Value$921.2K (-$138.3K)
Filed 2026-11-05
Antonelli Financial Advisors, LLC
DECREASED
Shares11,622 from 18,695
Change-7,073 (-38%)
Value$910.0K (-$514.0K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED
Shares11,296 from 12,208
Change-912 (-7%)
Value$884.7K (-$45.1K)
Filed 2026-10-26
Herbst Group, LLC
INCREASED
Shares11,045 from 10,600
Change+445 (+4%)
Value$865.0K (+$57.7K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares11,039 from 10,280
Change+759 (+7%)
Value$864.6K (+$81.6K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares11,000 from 10,966
Change+34 (+0%)
Value$861.5K (+$26.3K)
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares10,787 from 10,677
Change+110 (+1%)
Value$845.4K (+$32.2K)
Filed 2026-11-03
Ellis Investment Partners, LLC
DECREASED
Shares10,300 from 10,700
Change-400 (-4%)
Value$806.8K (-$8.2K)
Filed 2026-10-21
Cypress Point Wealth Management, LLC
INCREASED
Shares10,066 from 7,726
Change+2,340 (+30%)
Value$788.4K (+$200.0K)
Filed 2026-11-03
Archer Investment Management, LLC
NEW
Shares9,965
Change+9,965
Value$780.5K
Filed 2026-10-13
Family Office Research LLC
DECREASED
Shares9,925 from 10,196
Change-271 (-3%)
Value$777.4K (+$800)
Filed 2026-10-14
Old Peak Finance LLC
UNCHANGED
Shares9,488 from 9,488
Change0 (0%)
Value$743.1K (+$20.5K)
Filed 2026-11-02
Gen-Wealth Partners Inc
DECREASED
Shares9,431 from 9,784
Change-353 (-4%)
Value$738.6K (-$6.5K)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares9,133 from 3,151
Change+5,982 (+190%)
Value$715.3K (+$475.3K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares8,908 from 8,811
Change+97 (+1%)
Value$697.7K (+$26.6K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
NEW
Shares8,635
Change+8,635
Value$676.3K
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares8,566 from 6,939
Change+1,627 (+23%)
Value$670.9K (+$142.4K)
Filed 2026-10-08
Visionary Horizons, LLC
NEW
Shares8,483
Change+8,483
Value$664.5K
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares8,350 from 8,083
Change+267 (+3%)
Value$654.0K (+$38.4K)
Filed 2026-10-19
Global View Capital Management LLC
DECREASED
Shares8,241 from 13,278
Change-5,037 (-38%)
Value$645.4K (-$365.8K)
Filed 2026-10-28
Partners Wealth Management, LLC
INCREASED
Shares8,071 from 7,010
Change+1,061 (+15%)
Value$632.1K (+$98.3K)
Filed 2026-10-28
Plan A Wealth LLC
UNCHANGED
Shares7,993 from 7,993
Change0 (0%)
Value$626.0K (+$17.3K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
INCREASED
Shares7,594 from 332
Change+7,262 (+2187%)
Value$594.8K (+$569.5K)
Filed 2026-10-30
Amplius Wealth Advisors, LLC
DECREASED
Shares7,476 from 9,357
Change-1,881 (-20%)
Value$585.5K (-$127.1K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares7,134 from 7,395
Change-261 (-4%)
Value$558.8K (-$4.5K)
Filed 2026-10-16
Connecticut Capital Management Group, LLC
INCREASED
Shares7,124 from 5,776
Change+1,348 (+23%)
Value$558.0K (+$118.1K)
Filed 2026-10-29
Wedbush Securities Inc
NEW
Shares7,037
Change+7,037
Value$551
Filed 2026-10-22
Swmg, LLC
DECREASED
Shares7,000 from 7,090
Change-90 (-1%)
Value$482.0K (-$14.0K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares6,999 from 7,000
Change-1 (0%)
Value$548.2K (+$15.0K)
Filed 2026-10-23
IAG Wealth Partners, LLC
DECREASED
Shares6,976 from 7,709
Change-733 (-10%)
Value$546.4K (-$40.8K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares6,836 from 6,882
Change-46 (-1%)
Value$535.4K (+$11.2K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares6,800
Change+6,800
Value$532.6K
Filed 2026-10-26
Networth Advisors, LLC
UNCHANGED
Shares6,679 from 6,679
Change0 (0%)
Value$523.1K (+$14.4K)
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares6,653 from 6,698
Change-45 (-1%)
Value$521.1K (+$10.9K)
Filed 2026-11-02
Belvedere Trading LLC
DECREASED
Shares6,579 from 9,054
Change-2,475 (-27%)
Value$515.3K (-$174.3K)
Filed 2026-11-05
Clearwater Capital Advisors, LLC
DECREASED
Shares6,534 from 7,598
Change-1,064 (-14%)
Value$511.7K (-$66.9K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares6,512 from 6,334
Change+178 (+3%)
Value$449.5K (+$11.4K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares6,390 from 3,795
Change+2,595 (+68%)
Value$500.5K (+$211.4K)
Filed 2026-10-13
Accredited Investor Services, LLC
UNCHANGED
Shares6,124 from 6,124
Change0 (0%)
Value$479.6K (+$13.2K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
INCREASED
Shares6,030 from 5,880
Change+150 (+3%)
Value$472.3K (+$24.4K)
Filed 2026-10-29
Sonata Capital Group Inc
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$458.2K (+$12.6K)
Filed 2026-10-19
Everest Financial Group LLC
INCREASED
Shares5,358 from 4,730
Change+628 (+13%)
Value$419.6K (+$59.4K)
Filed 2026-11-06
Sutton Place Investors LLC
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$419.0K (+$11.6K)
Filed 2026-10-20
Lotus Asset Management LLC
INCREASED
Shares5,267 from 5,215
Change+52 (+1%)
Value$412.5K (+$15.4K)
Filed 2026-10-14
BCS Wealth Management
UNCHANGED
Shares5,197 from 5,197
Change0 (0%)
Value$407.0K (+$11.2K)
Filed 2026-11-03
AtlasMark Financial, Inc
UNCHANGED
Shares5,163 from 5,163
Change0 (0%)
Value$404.4K (+$11.2K)
Filed 2026-10-13
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$399.4K (+$11.0K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
DECREASED
Shares5,015 from 5,103
Change-88 (-2%)
Value$392.8K (+$4.1K)
Filed 2026-10-13
Echo45 Advisors LLC
NEW
Shares5,000
Change+5,000
Value$391.6K
Filed 2026-10-07
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$391.6K (+$10.8K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares4,997 from 4,137
Change+860 (+21%)
Value$391.4K (+$76.3K)
Filed 2026-11-04
Valmark Advisers, Inc.
DECREASED
Shares4,987 from 5,137
Change-150 (-3%)
Value$390.6K (-$652)
Filed 2026-11-06
HBK Sorce Advisory LLC
UNCHANGED
Shares4,758 from 4,758
Change0 (0%)
Value$279.4K (-$64.2K)
Filed 2026-11-06
Riverbend Wealth Management, LLC
INCREASED
Shares4,711 from 4,647
Change+64 (+1%)
Value$368.9K (+$15.1K)
Filed 2026-10-15
Tsfg, LLC
INCREASED
Shares4,599 from 4,469
Change+130 (+3%)
Value$360 (-$339.6K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares4,565 from 4,429
Change+136 (+3%)
Value$357.5K (+$20.2K)
Filed 2026-10-19
Legacy Advisory Services, LLC
UNCHANGED
Shares4,505 from 4,505
Change0 (0%)
Value$352.9K (+$9.7K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares4,481 from 3,543
Change+938 (+26%)
Value$351.0K (+$81.1K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares4,473 from 3,635
Change+838 (+23%)
Value$350.3K (+$73.5K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,454 from 4,056
Change+398 (+10%)
Value$348.8K (+$48.3K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares4,405 from 4,414
Change-9 (0%)
Value$345.0K (+$8.8K)
Filed 2026-10-08
Central Valley Advisors, LLC
DECREASED
Shares4,374 from 9,529
Change-5,155 (-54%)
Value$342.6K (-$383.2K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,308 from 3,003
Change+1,305 (+43%)
Value$337.4K (+$108.7K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares4,185 from 4,417
Change-232 (-5%)
Value$327.8K (-$8.6K)
Filed 2026-11-05
Cypress Wealth Services, LLC
UNCHANGED
Shares4,119 from 4,119
Change0 (0%)
Value$334.6K (+$20.9K)
Filed 2026-10-21
True Private Wealth Advisors
NEW
Shares4,115
Change+4,115
Value$322.3K
Filed 2026-10-19
Koshinski Asset Management, Inc.
UNCHANGED
Shares4,103 from 4,103
Change0 (0%)
Value$321.4K (+$8.9K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED
Shares3,956 from 5,663
Change-1,707 (-30%)
Value$309.8K (-$121.5K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
INCREASED
Shares3,955 from 3,017
Change+938 (+31%)
Value$309.7K (+$80.0K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED
Shares3,919 from 3,919
Change0 (0%)
Value$307.0K (+$8.5K)
Filed 2026-11-05
GenWealth Group, Inc.
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$296.8K (+$8.2K)
Filed 2026-10-16
Apella Capital, LLC
UNCHANGED
Shares3,787 from 3,787
Change0 (0%)
Value$305.3K (+$40.4K)
Filed 2026-10-08
Compound Planning, Inc.
INCREASED
Shares3,725 from 3,125
Change+600 (+19%)
Value$291.7K (+$53.7K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
UNCHANGED
Shares3,721 from 3,721
Change0 (0%)
Value$291.4K (+$8.0K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
UNCHANGED
Shares3,664 from 3,664
Change0 (0%)
Value$287.0K (+$7.9K)
Filed 2026-10-28
Evanson Financial, LLC
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$279.3K (+$7.7K)
Filed 2026-10-23
JB Capital LLC
INCREASED
Shares3,519 from 3,374
Change+145 (+4%)
Value$275.6K (+$18.6K)
Filed 2026-10-19
Ehrlich Financial Group
UNCHANGED
Shares3,472 from 3,472
Change0 (0%)
Value$271.9K (+$7.5K)
Filed 2026-10-20
Jacobi Capital Management LLC
UNCHANGED
Shares3,462 from 3,462
Change0 (0%)
Value$271.2K (+$7.5K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares3,434 from 4,692
Change-1,258 (-27%)
Value$269.0K (-$88.4K)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares3,373 from 3,550
Change-177 (-5%)
Value$264.2K (-$6.2K)
Filed 2026-10-20
Eagle Wealth Strategies LLC
DECREASED
Shares3,346 from 3,381
Change-35 (-1%)
Value$262.1K (+$4.6K)
Filed 2026-10-20
Modera Wealth Management, LLC
NEW
Shares3,288
Change+3,288
Value$257.5K
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares3,242 from 3,310
Change-68 (-2%)
Value$253.9K (+$1.8K)
Filed 2026-11-06
Carolina Wealth Management Inc
NEW
Shares3,226
Change+3,226
Value$252.7K
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
DECREASED
Shares3,223 from 6,765
Change-3,542 (-52%)
Value$252.4K (-$262.8K)
Filed 2026-10-16
Aprio Wealth Management, LLC
NEW
Shares3,198
Change+3,198
Value$250.4K
Filed 2026-10-28
Shira Ridge Wealth Management
DECREASED
Shares3,191 from 3,254
Change-63 (-2%)
Value$249.9K (+$2.1K)
Filed 2026-10-09
Patten & Patten Inc
NEW
Shares3,100
Change+3,100
Value$242.8K
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares3,100 from 11,873
Change-8,773 (-74%)
Value$242.8K (-$661.5K)
Filed 2026-11-05
Fiscal Wisdom Wealth Management, LLC
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$240.8K (+$6.6K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares3,069 from 2,935
Change+134 (+5%)
Value$233.7K (+$10.2K)
Filed 2026-11-06
Columbia Advisory Partners LLC
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$236.1K (+$6.5K)
Filed 2026-10-15
Latitude Advisors, LLC
INCREASED
Shares3,010 from 3,000
Change+10 (+0%)
Value$235.7K (+$7.3K)
Filed 2026-10-27
StoneX Group Inc.
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$233.7K (+$6.4K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED
Shares2,915 from 2,910
Change+5 (+0%)
Value$202.8K (-$8.8K)
Filed 2026-10-28
Dixon Fnancial Services, Inc.
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$227.9K (+$6.3K)
Filed 2026-10-23
Capital Investment Advisors, LLC
NEW
Shares2,905
Change+2,905
Value$227.5K
Filed 2026-10-22
Falcon Wealth Planning
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$226.0K (+$6.2K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,884 from 2,884
Change0 (0%)
Value$225.9K (+$6.2K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares2,839 from 2,693
Change+146 (+5%)
Value$222.4K (+$17.3K)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$221.3K (+$6.1K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$216.6K (+$6.0K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares2,620 from 2,619
Change+1 (+0%)
Value$205.2K (+$5.7K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
NEW
Shares2,592
Change+2,592
Value$203.0K
Filed 2026-10-22
Finley Financial, LLC
NEW
Shares2,430
Change+2,430
Value$192.3K
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$189.5K (+$5.2K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares2,118 from 2,418
Change-300 (-12%)
Value$167.6K (-$9.4K)
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares2,102 from 2,212
Change-110 (-5%)
Value$164.6K (-$3.8K)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$159.8K (+$4.4K)
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares1,819
Change+1,819
Value$142.4K
Filed 2026-10-30
Eukles Asset Management
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$138.2K (+$3.8K)
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$133.1K (+$3.7K)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$132.3K (+$3.7K)
Filed 2026-11-04
Private Trust Co NA
NEW
Shares1,622
Change+1,622
Value$127.0K
Filed 2026-10-20
Breakwater Investment Management
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$124.6K (+$3.4K)
Filed 2026-10-20
Lodestone Wealth Management LLC
DECREASED
Shares1,582 from 1,632
Change-50 (-3%)
Value$123.9K (-$414)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,454 from 1,454
Change0 (0%)
Value$113.9K (+$3.1K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares1,247 from 1,234
Change+13 (+1%)
Value$97.7K (+$3.7K)
Filed 2026-10-27
Union Bancaire Privee, UBP SA
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$85.9K (+$5.3K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
NEW
Shares1,234
Change+1,234
Value$96.6K
Filed 2026-10-29
Kingdom Financial Group Llc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$79.9K (+$2.2K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$79.0K (+$2.2K)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$70.5K (+$1.9K)
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares844
Change+844
Value$61.5K
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$61.3K (+$1.7K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares727 from 1,067
Change-340 (-32%)
Value$56.9K (-$24.4K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$56.8K (+$1.6K)
Filed 2026-10-22
PFS Partners, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$54.7K (+$1.5K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares642 from 63
Change+579 (+919%)
Value$50.3K (+$45.5K)
Filed 2026-11-05
Salomon & Ludwin, LLC
INCREASED
Shares630 from 616
Change+14 (+2%)
Value$49.3K (+$4.3K)
Filed 2026-10-29
Coston, McIsaac & Partners
INCREASED
Shares617 from 606
Change+11 (+2%)
Value$48.4K (+$2.4K)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$47.9K (+$1.3K)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares582 from 533
Change+49 (+9%)
Value$45.6K (+$5.0K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
INCREASED
Shares556 from 356
Change+200 (+56%)
Value$43.5K (+$16.4K)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares550 from 506
Change+44 (+9%)
Value$43.1K (+$4.6K)
Filed 2026-10-15
Go Invest LLC
NEW
Shares528
Change+528
Value$41.4K
Filed 2026-10-09
First Command Advisory Services, Inc.
NEW
Shares521
Change+521
Value$40.8K
Filed 2026-11-05
Strategic Advocates LLC
DECREASED
Shares515 from 614
Change-99 (-16%)
Value$40.3K (-$6.4K)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$35.8K (+$987)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$31.3K (+$864)
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$30.3K (+$836)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$29.1K (+$803)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$28.9K (+$798)
Filed 2026-10-26
True Wealth Design, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$28.8K (+$795)
Filed 2026-10-13
WPG Advisers, LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$27.5K (+$758)
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$25.7K (+$709)
Filed 2026-10-30
MV Capital Management, Inc.
NEW
Shares304
Change+304
Value$23.8K
Filed 2026-10-29
Godsey & Gibb, Inc
INCREASED
Shares300 from 200
Change+100 (+50%)
Value$23.5K (+$8.3K)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.5K (+$648)
Filed 2026-10-19
New England Capital Financial Advisors LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$23.2K (+$640)
Filed 2026-11-03
Evermay Wealth Management LLC
INCREASED
Shares280 from 200
Change+80 (+40%)
Value$21.9K (+$6.7K)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$20.4K (+$562)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$19.5K (+$538)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$18.4K (+$507)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
NEW
Shares226
Change+226
Value$18
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$16.4K (+$454)
Filed 2026-10-08
First Bancorp, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.7K (+$432)
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.7K (+$432)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.7K (+$432)
Filed 2026-10-27
Strengthening Families & Communities, LLC
DECREASED
Shares199 from 566
Change-367 (-65%)
Value$15.6K (-$27.5K)
Filed 2026-10-21
IMG Wealth Management, Inc.
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$14.0K (+$386)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$13.6K (+$5.2K)
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$13.4K (+$370)
Filed 2026-10-23
Barclays PLC
NEW
Shares169
Change+169
Value$13.2K
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares167
Change+167
Value$13.1K
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$12.5K (+$345)
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$11.7K (+$324)
Filed 2026-10-22
West Paces Advisors Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$11.7K (+$324)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$11.2K (+$309)
Filed 2026-10-02
GK Wealth Management LLC
NEW
Shares138
Change+138
Value$10.8K
Filed 2026-10-09
United Financial Planning Group LLC
NEW
Shares136
Change+136
Value$10.7K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares135
Change+135
Value$10.6K
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares130
Change+130
Value$10.2K
Filed 2026-10-26
Bank of New Hampshire
NEW
Shares127
Change+127
Value$9.9K
Filed 2026-10-06
Key FInancial Inc
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$9.9K (+$272)
Filed 2026-11-02
Cape Investment Advisory, Inc.
NEW
Shares124
Change+124
Value$9.7K
Filed 2026-10-13
Asset Dedication, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.8K (+$216)
Filed 2026-11-03
Mascoma Wealth Management LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$5.2K (+$144)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$4.8K (+$132)
Filed 2026-10-22
CKW Financial Group
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5 (+$1)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.7K (+$129)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares47 from 48
Change-1 (-2%)
Value$3.7K (+$25)
Filed 2026-11-04
Entrust Financial LLC
INCREASED
Shares40 from 38
Change+2 (+5%)
Value$3.1K (+$238)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.4K (+$65)
Filed 2026-10-05
Proathlete Wealth Management LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.0K (+$56)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.8K (+$49)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares22
Change+22
Value$1.7K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.7K (+$48)
Filed 2026-10-09
Signature Equity Partners, LLC
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
NEW
Shares14
Change+14
Value$1.1K
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW
Shares12
Change+12
Value$940
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$943 (+$26)
Filed 2026-11-06
Archer Investment Corp
NEW
Shares10
Change+10
Value$783
Filed 2026-11-05
Downshift Financial, LLC
NEW
Shares10
Change+10
Value$783
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
NEW
Shares9
Change+9
Value$722
Filed 2026-11-04
Roxbury Financial LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$561 (+$16)
Filed 2026-10-01
Hughes Financial Services, LLC
NEW
Shares6
Change+6
Value$435
Filed 2026-10-30
POM Investment Strategies, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$157 (+$81)
Filed 2026-10-20
Valley National Advisers Inc
NEW
Shares1
Change+1
Value$73
Filed 2026-10-23
Atwood & Palmer Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$79 (+$2)
Filed 2026-10-08
Avestar Capital, LLC
CLOSED
Shares0 from 45,600
Change-45,600 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-28
Ardent Capital Management, Inc.
CLOSED
Shares0 from 40,567
Change-40,567 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 9,968
Change-9,968 (-100%)
Value$0 (-$759.2K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 8,023
Change-8,023 (-100%)
Value$0 (-$611.0K)
Filed 2026-10-26
GEM Asset Management, LLC
CLOSED
Shares0 from 4,017
Change-4,017 (-100%)
Value$0 (-$306.0K)
Filed 2026-10-13
Berman McAleer LLC
CLOSED
Shares0 from 3,450
Change-3,450 (-100%)
Value$0 (-$262.8K)
Filed 2026-10-16
Moneco Advisors, LLC
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$236.1K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 2,700
Change-2,700 (-100%)
Value$0 (-$205.6K)
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 2,458
Change-2,458 (-100%)
Value$0 (-$187.2K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$146.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,281
Change-1,281 (-100%)
Value$0 (-$97.6K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
Phillips Financial Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$762)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 2,385,990
Change-2,385,990 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,439,855
Change-1,439,855 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,219,798
Change-1,219,798 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 1,055,190
Change-1,055,190 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 930,967
Change-930,967 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 849,939
Change-849,939 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 848,183
Change-848,183 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 783,737
Change-783,737 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 681,599
Change-681,599 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 654,283
Change-654,283 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 528,714
Change-528,714 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 505,985
Change-505,985 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 435,754
Change-435,754 (-100%)
Value—
UBS Group AG
N/A
Shares— from 404,238
Change-404,238 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 241,132
Change-241,132 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 217,816
Change-217,816 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 217,445
Change-217,445 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 204,000
Change-204,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 170,547
Change-170,547 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 165,696
Change-165,696 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 151,883
Change-151,883 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 148,904
Change-148,904 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 139,001
Change-139,001 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 125,155
Change-125,155 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 119,880
Change-119,880 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 103,526
Change-103,526 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 100,548
Change-100,548 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 87,176
Change-87,176 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 70,872
Change-70,872 (-100%)
Value—
Prudential PLC
N/A
Shares— from 69,621
Change-69,621 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 63,477
Change-63,477 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 52,187
Change-52,187 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 51,078
Change-51,078 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 50,880
Change-50,880 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 49,858
Change-49,858 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 49,705
Change-49,705 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 48,870
Change-48,870 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 47,828
Change-47,828 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 43,464
Change-43,464 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,668
Change-41,668 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 40,465
Change-40,465 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,754
Change-37,754 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 36,999
Change-36,999 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 35,106
Change-35,106 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 34,729
Change-34,729 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 34,295
Change-34,295 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,810
Change-32,810 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,314
Change-31,314 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 31,260
Change-31,260 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,406
Change-28,406 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 28,336
Change-28,336 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 28,249
Change-28,249 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 27,670
Change-27,670 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 25,735
Change-25,735 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 23,984
Change-23,984 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 23,870
Change-23,870 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,301
Change-21,301 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,217
Change-20,217 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,008
Change-19,008 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 18,535
Change-18,535 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,395
Change-18,395 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 17,849
Change-17,849 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,777
Change-17,777 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,444
Change-17,444 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 16,506
Change-16,506 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,908
Change-15,908 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,623
Change-15,623 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 15,463
Change-15,463 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,153
Change-15,153 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 15,116
Change-15,116 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,424
Change-14,424 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 14,336
Change-14,336 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,154
Change-13,154 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,039
Change-13,039 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 12,923
Change-12,923 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,557
Change-12,557 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,634
Change-8,634 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,489
Change-7,489 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,099
Change-7,099 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,789
Change-4,789 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 635
Change-635 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 628
Change-628 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 625
Change-625 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 300
Change-300 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 266
Change-266 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 202
Change-202 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 163
Change-163 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 163
Change-163 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 149
Change-149 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 127
Change-127 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,585,3041,406,030+179,274+13%$107.1M$124.2M+$17.1M2026-11-06
CX Institutional
INCREASED121,452112,651+8,801+8%$8.6K$9.5K+$9322026-10-02
Creative Planning
INCREASED105,396104,528+868+1%$8.0M$8.3M+$293.8K2026-11-02
McNaughton Wealth Management, LLC
DECREASED101,463102,549-1,086-1%$7.8M$7.9M+$136.5K2026-10-09
Cora Capital Advisors LLC
INCREASED100,04691,115+8,931+10%$6.9M$7.8M+$896.3K2026-11-02
BostonPremier Wealth LLC
INCREASED97,09596,515+580+1%$7.4M$7.6M+$253.9K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED96,19197,731-1,540-2%$7.4M$7.5M+$90.4K2026-10-21
Commonwealth Equity Services, LLC
INCREASED94,21891,745+2,473+3%$7.0M$7.4M+$391.9K2026-11-02
Adamsbrown Wealth Consultants LLC
NEW93,318—+93,318——$7.3M—2026-10-20
Kestra Advisory Services, LLC
INCREASED86,45675,302+11,154+15%$5.7M$6.8M+$1.0M2026-11-02
Invera Wealth Advisors, LLC
INCREASED82,75280,892+1,860+2%$6.2M$6.5M+$320.4K2026-10-28
LTS Liquid Investments LLC
INCREASED72,28526,969+45,316+168%$2.1M$5.7M+$3.6M2026-10-23
Tucker Asset Management LLC
INCREASED71,06467,061+4,003+6%$5.1M$5.6M+$458.4K2026-10-29
Wealth Management Partners, LLC
INCREASED65,70065,555+145+0%$5.0M$5.1M+$153.0K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED61,34320,233+41,110+203%$1.5M$4.8M+$3.3M2026-10-16
Intrua Financial, LLC
INCREASED59,60058,809+791+1%$4.5M$4.7M+$189.0K2026-10-28
Independent Financial Group, LLC
DECREASED47,24269,594-22,352-32%$5.3M$3.7M-$1.6M2026-10-13
Moran Wealth Management, LLC
INCREASED45,45142,382+3,069+7%$3.2M$3.6M+$331.9K2026-10-22
Gemmer Asset Management LLC
INCREASED44,77936,462+8,317+23%$2.8M$3.5M+$730.2K2026-10-16
Opus Capital Group, LLC
UNCHANGED43,05243,05200%$3.3M$3.4K-$3.3M2026-10-30
Citigroup Inc
DECREASED42,35043,531-1,181-3%$3.3M$3.3M+$1.5K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED40,85146,811-5,960-13%$3.6M$3.2K-$3.6M2026-11-02
Spire Wealth Management
INCREASED40,57138,144+2,427+6%$2.9M$3.2M+$272.5K2026-10-30
Altura Wealth Advisors Inc.
INCREASED35,52730,733+4,794+16%$2.3M$2.8M+$441.8K2026-10-22
IFP Advisors, Inc
INCREASED35,35532,782+2,573+8%$2.5M$2.8M+$272.3K2026-10-16
Stephen J. Garry & Associates, LLC
INCREASED34,49034,114+376+1%$2.6M$2.7M+$103.1K2026-11-05
Cascade Investment Group, Inc.
DECREASED34,13434,459-325-1%$2.6M$2.7M+$49.0K2026-10-13
Truist Financial Corp
INCREASED33,87123,042+10,829+47%$1.8M$2.7M+$897.9K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED33,57230,817+2,755+9%$2.2M$2.6M+$395.8K2026-10-13
Ellerson Group Inc
NEW32,825—+32,825——$2.2M—2026-11-04
Atlas Private Wealth Advisors
INCREASED31,4145,696+25,718+452%$433.8K$2.5M+$2.0M2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED29,61827,544+2,074+8%$2.1M$2.3M+$221.9K2026-10-19
Hudock, Inc.
INCREASED28,70228,210+492+2%$2.1M$2.2M+$99.5K2026-10-14
Soltis Investment Advisors LLC
INCREASED27,25218,326+8,926+49%$1.4M$2.1M+$738.7K2026-10-28
VVR Holdings LLC
INCREASED25,01223,056+1,956+8%$1.8M$2.0M+$203.0K2026-10-19
Fortis Group Advisors, LLC
NEW24,817—+24,817——$1.7M—2026-11-06
Kestra Private Wealth Services, LLC
DECREASED24,80024,897-970%$1.9M$1.9M+$46.3K2026-11-06
Phoenix Wealth Advisors
DECREASED22,37522,829-454-2%$1.7M$1.8M+$13.8K2026-11-03
Vise Technologies, Inc.
INCREASED21,8212,954+18,867+639%$225.0K$1.7M+$1.5M2026-10-29
Mtco Ltd.
NEW20,319—+20,319——$1.6M—2026-10-08
Brookstone Capital Management
INCREASED18,91718,176+741+4%$1.4M$1.5M+$97.3K2026-10-22
Platform Technology Partners
INCREASED18,30716,737+1,570+9%$1.3M$1.4M+$159.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED16,85916,648+211+1%$1.3M$1.3M+$52.5K2026-10-08
Investment Partners, Ltd.
INCREASED16,4087,233+9,175+127%$550.8K$1.3M+$734.2K2026-10-29
Flagship Private Wealth, LLC
DECREASED16,15117,088-937-5%$1.3M$1.3M-$36.4K2026-11-05
Avior Wealth Management, LLC
INCREASED15,47513,510+1,965+15%$1.0M$1.2M+$183.1K2026-10-13
Guardian Asset Advisors, LLC
INCREASED15,2409,648+5,592+58%$734.8K$1.2M+$458.9K2026-10-16
Merit Financial Group, LLC
NEW15,180—+15,180——$1.2M—2026-11-06
Berbice Capital Management LLC
INCREASED13,89813,798+100+1%$1.1M$1.1M+$37.6K2026-10-13
Cullen T Bankers, Inc.
NEW13,592—+13,592——$1.1M—2026-10-28
Park Avenue Securities LLC
INCREASED13,5153,594+9,921+276%$274.0K$1.1K-$272.9K2026-10-26
Columbus Macro, LLC
INCREASED13,37510,953+2,422+22%$834.2K$1.0M+$213.4K2026-10-14
Kingsbury Capital Investment Advisors LLC
DECREASED13,14816,506-3,358-20%$1.3M$1.0M-$227.3K2026-10-20
Community Bank, N.A.
UNCHANGED13,00013,00000%$990.0K$1.0M+$28.1K2026-11-06
Center for Financial Planning, Inc.
INCREASED12,24311,882+361+3%$904.9K$958.9K+$53.9K2026-10-26
Matisse Capital
DECREASED11,93512,059-124-1%$918.4K$934.8K+$16.3K2026-10-29
Fifth Third Bancorp
DECREASED11,76213,911-2,149-15%$1.1M$921.2K-$138.3K2026-11-05
Antonelli Financial Advisors, LLC
DECREASED11,62218,695-7,073-38%$1.4M$910.0K-$514.0K2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED11,29612,208-912-7%$929.8K$884.7K-$45.1K2026-10-26
Herbst Group, LLC
INCREASED11,04510,600+445+4%$807.3K$865.0K+$57.7K2026-10-20
HB Wealth Management, LLC
INCREASED11,03910,280+759+7%$783.0K$864.6K+$81.6K2026-10-23
Fiduciary Financial Group, LLC
INCREASED11,00010,966+34+0%$835.2K$861.5K+$26.3K2026-10-13
Keystone Wealth Services, LLC
INCREASED10,78710,677+110+1%$813.2K$845.4K+$32.2K2026-11-03
Ellis Investment Partners, LLC
DECREASED10,30010,700-400-4%$815.0K$806.8K-$8.2K2026-10-21
Cypress Point Wealth Management, LLC
INCREASED10,0667,726+2,340+30%$588.4K$788.4K+$200.0K2026-11-03
Archer Investment Management, LLC
NEW9,965—+9,965——$780.5K—2026-10-13
Family Office Research LLC
DECREASED9,92510,196-271-3%$776.6K$777.4K+$8002026-10-14
Old Peak Finance LLC
UNCHANGED9,4889,48800%$722.6K$743.1K+$20.5K2026-11-02
Gen-Wealth Partners Inc
DECREASED9,4319,784-353-4%$745.1K$738.6K-$6.5K2026-11-04
VestGen Advisors, LLC
INCREASED9,1333,151+5,982+190%$240.0K$715.3K+$475.3K2026-10-27
Brighton Jones LLC
INCREASED8,9088,811+97+1%$671.1K$697.7K+$26.6K2026-11-03
Evolution Wealth Advisors, LLC
NEW8,635—+8,635——$676.3K—2026-11-03
Titleist Asset Management, LLC
INCREASED8,5666,939+1,627+23%$528.5K$670.9K+$142.4K2026-10-08
Visionary Horizons, LLC
NEW8,483—+8,483——$664.5K—2026-10-22
LexAurum Advisors, LLC
INCREASED8,3508,083+267+3%$615.6K$654.0K+$38.4K2026-10-19
Global View Capital Management LLC
DECREASED8,24113,278-5,037-38%$1.0M$645.4K-$365.8K2026-10-28
Partners Wealth Management, LLC
INCREASED8,0717,010+1,061+15%$533.9K$632.1K+$98.3K2026-10-28
Plan A Wealth LLC
UNCHANGED7,9937,99300%$608.7K$626.0K+$17.3K2026-10-08
Provenance Wealth Advisors, LLC
INCREASED7,594332+7,262+2187%$25.3K$594.8K+$569.5K2026-10-30
Amplius Wealth Advisors, LLC
DECREASED7,4769,357-1,881-20%$712.6K$585.5K-$127.1K2026-10-20
PFG Advisors
DECREASED7,1347,395-261-4%$563.2K$558.8K-$4.5K2026-10-16
Connecticut Capital Management Group, LLC
INCREASED7,1245,776+1,348+23%$439.9K$558.0K+$118.1K2026-10-29
Wedbush Securities Inc
NEW7,037—+7,037——$551—2026-10-22
Swmg, LLC
DECREASED7,0007,090-90-1%$496.0K$482.0K-$14.0K2026-10-23
Apollon Wealth Management, LLC
DECREASED6,9997,000-10%$533.1K$548.2K+$15.0K2026-10-23
IAG Wealth Partners, LLC
DECREASED6,9767,709-733-10%$587.1K$546.4K-$40.8K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED6,8366,882-46-1%$524.2K$535.4K+$11.2K2026-11-05
Leo Wealth, LLC
NEW6,800—+6,800——$532.6K—2026-10-26
Networth Advisors, LLC
UNCHANGED6,6796,67900%$508.7K$523.1K+$14.4K2026-11-03
Waldron Private Wealth LLC
DECREASED6,6536,698-45-1%$510.1K$521.1K+$10.9K2026-11-02
Belvedere Trading LLC
DECREASED6,5799,054-2,475-27%$689.6K$515.3K-$174.3K2026-11-05
Clearwater Capital Advisors, LLC
DECREASED6,5347,598-1,064-14%$578.7K$511.7K-$66.9K2026-11-06
Chicago Partners Investment Group LLC
INCREASED6,5126,334+178+3%$438.1K$449.5K+$11.4K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED6,3903,795+2,595+68%$289.0K$500.5K+$211.4K2026-10-13
Accredited Investor Services, LLC
UNCHANGED6,1246,12400%$466.4K$479.6K+$13.2K2026-10-22
Next Level Wealth Planning, LLC
INCREASED6,0305,880+150+3%$447.8K$472.3K+$24.4K2026-10-29
Sonata Capital Group Inc
UNCHANGED5,8505,85000%$445.5K$458.2K+$12.6K2026-10-19
Everest Financial Group LLC
INCREASED5,3584,730+628+13%$360.2K$419.6K+$59.4K2026-11-06
Sutton Place Investors LLC
UNCHANGED5,3505,35000%$407.5K$419.0K+$11.6K2026-10-20
Lotus Asset Management LLC
INCREASED5,2675,215+52+1%$397.1K$412.5K+$15.4K2026-10-14
BCS Wealth Management
UNCHANGED5,1975,19700%$395.8K$407.0K+$11.2K2026-11-03
AtlasMark Financial, Inc
UNCHANGED5,1635,16300%$393.2K$404.4K+$11.2K2026-10-13
Taylor & Morgan Wealth Management, LLC
UNCHANGED5,1005,10000%$388.4K$399.4K+$11.0K2026-10-09
Dynamic Advisor Solutions LLC
DECREASED5,0155,103-88-2%$388.6K$392.8K+$4.1K2026-10-13
Echo45 Advisors LLC
NEW5,000—+5,000——$391.6K—2026-10-07
Virginia Wealth Management Group, Inc.
UNCHANGED5,0005,00000%$380.8K$391.6K+$10.8K2026-10-14
Visionary Wealth Advisors
INCREASED4,9974,137+860+21%$315.1K$391.4K+$76.3K2026-11-04
Valmark Advisers, Inc.
DECREASED4,9875,137-150-3%$391.2K$390.6K-$6522026-11-06
HBK Sorce Advisory LLC
UNCHANGED4,7584,75800%$343.6K$279.4K-$64.2K2026-11-06
Riverbend Wealth Management, LLC
INCREASED4,7114,647+64+1%$353.9K$368.9K+$15.1K2026-10-15
Tsfg, LLC
INCREASED4,5994,469+130+3%$340.0K$360-$339.6K2026-10-23
Financial Partners Group, Inc
INCREASED4,5654,429+136+3%$337.3K$357.5K+$20.2K2026-10-19
Legacy Advisory Services, LLC
UNCHANGED4,5054,50500%$343.1K$352.9K+$9.7K2026-10-20
AlphaCore Capital LLC
INCREASED4,4813,543+938+26%$269.8K$351.0K+$81.1K2026-11-04
Assetmark, Inc
INCREASED4,4733,635+838+23%$276.8K$350.3K+$73.5K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED4,4544,056+398+10%$300.6K$348.8K+$48.3K2026-10-13
Valeo Financial Advisors, LLC
DECREASED4,4054,414-90%$336.1K$345.0K+$8.8K2026-10-08
Central Valley Advisors, LLC
DECREASED4,3749,529-5,155-54%$725.7K$342.6K-$383.2K2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED4,3083,003+1,305+43%$228.7K$337.4K+$108.7K2026-10-23
US Bancorp \de\
DECREASED4,1854,417-232-5%$336.4K$327.8K-$8.6K2026-11-05
Cypress Wealth Services, LLC
UNCHANGED4,1194,11900%$313.7K$334.6K+$20.9K2026-10-21
True Private Wealth Advisors
NEW4,115—+4,115——$322.3K—2026-10-19
Koshinski Asset Management, Inc.
UNCHANGED4,1034,10300%$312.5K$321.4K+$8.9K2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED3,9565,663-1,707-30%$431.3K$309.8K-$121.5K2026-10-16
DecisionMap Wealth Management, LLC
INCREASED3,9553,017+938+31%$229.7K$309.7K+$80.0K2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED3,9193,91900%$298.5K$307.0K+$8.5K2026-11-05
GenWealth Group, Inc.
UNCHANGED3,7903,79000%$288.6K$296.8K+$8.2K2026-10-16
Apella Capital, LLC
UNCHANGED3,7873,78700%$264.9K$305.3K+$40.4K2026-10-08
Compound Planning, Inc.
INCREASED3,7253,125+600+19%$238.0K$291.7K+$53.7K2026-11-05
Praetorian Wealth Management, Inc.
UNCHANGED3,7213,72100%$283.4K$291.4K+$8.0K2026-10-16
Clear Creek Financial Management, LLC
UNCHANGED3,6643,66400%$279.1K$287.0K+$7.9K2026-10-28
Evanson Financial, LLC
UNCHANGED3,5663,56600%$271.6K$279.3K+$7.7K2026-10-23
JB Capital LLC
INCREASED3,5193,374+145+4%$257.0K$275.6K+$18.6K2026-10-19
Ehrlich Financial Group
UNCHANGED3,4723,47200%$264.4K$271.9K+$7.5K2026-10-20
Jacobi Capital Management LLC
UNCHANGED3,4623,46200%$263.7K$271.2K+$7.5K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED3,4344,692-1,258-27%$357.3K$269.0K-$88.4K2026-11-04
Trilogy Capital Inc.
DECREASED3,3733,550-177-5%$270.4K$264.2K-$6.2K2026-10-20
Eagle Wealth Strategies LLC
DECREASED3,3463,381-35-1%$257.5K$262.1K+$4.6K2026-10-20
Modera Wealth Management, LLC
NEW3,288—+3,288——$257.5K—2026-10-28
PNC Financial Services Group, Inc.
DECREASED3,2423,310-68-2%$252.1K$253.9K+$1.8K2026-11-06
Carolina Wealth Management Inc
NEW3,226—+3,226——$252.7K—2026-10-29
Robertson Stephens Wealth Management, LLC
DECREASED3,2236,765-3,542-52%$515.2K$252.4K-$262.8K2026-10-16
Aprio Wealth Management, LLC
NEW3,198—+3,198——$250.4K—2026-10-28
Shira Ridge Wealth Management
DECREASED3,1913,254-63-2%$247.8K$249.9K+$2.1K2026-10-09
Patten & Patten Inc
NEW3,100—+3,100——$242.8K—2026-10-26
Meridian Wealth Management, LLC
DECREASED3,10011,873-8,773-74%$904.3K$242.8K-$661.5K2026-11-05
Fiscal Wisdom Wealth Management, LLC
UNCHANGED3,0753,07500%$234.2K$240.8K+$6.6K2026-10-16
Allworth Financial LP
INCREASED3,0692,935+134+5%$223.5K$233.7K+$10.2K2026-11-06
Columbia Advisory Partners LLC
UNCHANGED3,0143,01400%$229.5K$236.1K+$6.5K2026-10-15
Latitude Advisors, LLC
INCREASED3,0103,000+10+0%$228.5K$235.7K+$7.3K2026-10-27
StoneX Group Inc.
UNCHANGED2,9842,98400%$227.2K$233.7K+$6.4K2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED2,9152,910+5+0%$211.6K$202.8K-$8.8K2026-10-28
Dixon Fnancial Services, Inc.
UNCHANGED2,9102,91000%$221.6K$227.9K+$6.3K2026-10-23
Capital Investment Advisors, LLC
NEW2,905—+2,905——$227.5K—2026-10-22
Falcon Wealth Planning
UNCHANGED2,8852,88500%$219.7K$226.0K+$6.2K2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED2,8842,88400%$219.6K$225.9K+$6.2K2026-11-03
Traynor Capital Management, Inc.
INCREASED2,8392,693+146+5%$205.1K$222.4K+$17.3K2026-10-29
Outlook Wealth Advisors, LLC
UNCHANGED2,8252,82500%$215.2K$221.3K+$6.1K2026-10-28
Crescent Grove Advisors, LLC
UNCHANGED2,7652,76500%$210.6K$216.6K+$6.0K2026-10-21
Parallel Advisors, LLC
INCREASED2,6202,619+1+0%$199.5K$205.2K+$5.7K2026-11-03
Sagespring Wealth Partners, LLC
NEW2,592—+2,592——$203.0K—2026-10-22
Finley Financial, LLC
NEW2,430—+2,430——$192.3K—2026-10-28
Concord Wealth Partners
UNCHANGED2,4192,41900%$184.2K$189.5K+$5.2K2026-11-02
TD Waterhouse Canada Inc.
DECREASED2,1182,418-300-12%$176.9K$167.6K-$9.4K2026-10-16
Russell Investments Group, Ltd.
DECREASED2,1022,212-110-5%$168.5K$164.6K-$3.8K2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED2,0402,04000%$155.4K$159.8K+$4.4K2026-10-16
Team Financial Group, LLC
NEW1,819—+1,819——$142.4K—2026-10-30
Eukles Asset Management
UNCHANGED1,7651,76500%$134.4K$138.2K+$3.8K2026-11-04
Fortitude Family Office, LLC
UNCHANGED1,7001,70000%$129.5K$133.1K+$3.7K2026-10-14
Creative Financial Designs Inc
UNCHANGED1,6901,69000%$128.7K$132.3K+$3.7K2026-11-04
Private Trust Co NA
NEW1,622—+1,622——$127.0K—2026-10-20
Breakwater Investment Management
UNCHANGED1,5911,59100%$121.2K$124.6K+$3.4K2026-10-20
Lodestone Wealth Management LLC
DECREASED1,5821,632-50-3%$124.3K$123.9K-$4142026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,4541,45400%$110.7K$113.9K+$3.1K2026-10-20
Parkside Financial Bank & Trust
INCREASED1,2471,234+13+1%$94.0K$97.7K+$3.7K2026-10-27
Union Bancaire Privee, UBP SA
UNCHANGED1,2431,24300%$80.6K$85.9K+$5.3K2026-11-04
Blue Bell Private Wealth Management, LLC
NEW1,234—+1,234——$96.6K—2026-10-29
Kingdom Financial Group Llc.
UNCHANGED1,0201,02000%$77.7K$79.9K+$2.2K2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED1,0091,00900%$76.8K$79.0K+$2.2K2026-10-20
Caldwell Trust Co
UNCHANGED90090000%$68.5K$70.5K+$1.9K2026-10-30
Transce3nd, LLC
NEW844—+844——$61.5K—2026-10-26
Signaturefd, LLC
UNCHANGED78378300%$59.6K$61.3K+$1.7K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED7271,067-340-32%$81.3K$56.9K-$24.4K2026-10-30
Washington Trust Advisors, Inc.
UNCHANGED72572500%$55.2K$56.8K+$1.6K2026-10-22
PFS Partners, LLC
UNCHANGED69969900%$53.2K$54.7K+$1.5K2026-10-21
Rossby Financial, LCC
INCREASED64263+579+919%$4.8K$50.3K+$45.5K2026-11-05
Salomon & Ludwin, LLC
INCREASED630616+14+2%$45.1K$49.3K+$4.3K2026-10-29
Coston, McIsaac & Partners
INCREASED617606+11+2%$46.0K$48.4K+$2.4K2026-11-06
CoreCap Advisors, LLC
UNCHANGED61161100%$46.5K$47.9K+$1.3K2026-10-08
Nemes Rush Group LLC
INCREASED582533+49+9%$40.6K$45.6K+$5.0K2026-11-04
Hilton Head Capital Partners, LLC
INCREASED556356+200+56%$27.1K$43.5K+$16.4K2026-10-23
Blue Trust, Inc.
INCREASED550506+44+9%$38.5K$43.1K+$4.6K2026-10-15
Go Invest LLC
NEW528—+528——$41.4K—2026-10-09
First Command Advisory Services, Inc.
NEW521—+521——$40.8K—2026-11-05
Strategic Advocates LLC
DECREASED515614-99-16%$46.8K$40.3K-$6.4K2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED45745700%$34.8K$35.8K+$9872026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED40040000%$30.5K$31.3K+$8642026-11-02
NBT Bank, N.A.
UNCHANGED38738700%$29.5K$30.3K+$8362026-10-21
Larson Financial Group LLC
UNCHANGED37237200%$28.3K$29.1K+$8032026-11-05
Lanark Financial, Inc.
UNCHANGED36936900%$28.1K$28.9K+$7982026-10-26
True Wealth Design, LLC
UNCHANGED36836800%$28.0K$28.8K+$7952026-10-13
WPG Advisers, LLC
UNCHANGED35135100%$26.7K$27.5K+$7582026-10-27
Compass Financial Management LLC
UNCHANGED32832800%$25.0K$25.7K+$7092026-10-30
MV Capital Management, Inc.
NEW304—+304——$23.8K—2026-10-29
Godsey & Gibb, Inc
INCREASED300200+100+50%$15.2K$23.5K+$8.3K2026-10-14
City Holding Co
UNCHANGED30030000%$22.8K$23.5K+$6482026-10-19
New England Capital Financial Advisors LLC
UNCHANGED29729700%$22.6K$23.2K+$6402026-11-03
Evermay Wealth Management LLC
INCREASED280200+80+40%$15.2K$21.9K+$6.7K2026-11-05
Pacific Center for Financial Services
UNCHANGED26026000%$19.8K$20.4K+$5622026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED24924900%$19.0K$19.5K+$5382026-11-04
Mather Group, Llc.
UNCHANGED23523500%$17.9K$18.4K+$5072026-10-14
Capital Advisors, Ltd. LLC
NEW226—+226——$18—2026-10-27
Toth Financial Advisory Corp
UNCHANGED21021000%$16.0K$16.4K+$4542026-10-08
First Bancorp, Inc
UNCHANGED20020000%$15.2K$15.7K+$4322026-10-26
GHP Investment Advisors, Inc.
UNCHANGED20020000%$15.2K$15.7K+$4322026-10-15
North Star Investment Management Corp.
UNCHANGED20020000%$15.2K$15.7K+$4322026-10-27
Strengthening Families & Communities, LLC
DECREASED199566-367-65%$43.1K$15.6K-$27.5K2026-10-21
IMG Wealth Management, Inc.
UNCHANGED17917900%$13.6K$14.0K+$3862026-10-27
Prudent Man Investment Management, Inc.
UNCHANGED17317300%$8.3K$13.6K+$5.2K2026-11-03
Mountain Hill Investment Partners Corp.
UNCHANGED17117100%$13.0K$13.4K+$3702026-10-23
Barclays PLC
NEW169—+169——$13.2K—2026-11-06
Financial Freedom, LLC
NEW167—+167——$13.1K—2026-11-06
Trust Co of Vermont
UNCHANGED16016000%$12.2K$12.5K+$3452026-10-21
Barrett & Company, Inc.
UNCHANGED15015000%$11.4K$11.7K+$3242026-10-22
West Paces Advisors Inc.
UNCHANGED15015000%$11.4K$11.7K+$3242026-10-13
Versant Capital Management, Inc
UNCHANGED14314300%$10.9K$11.2K+$3092026-10-02
GK Wealth Management LLC
NEW138—+138——$10.8K—2026-10-09
United Financial Planning Group LLC
NEW136—+136——$10.7K—2026-11-04
Nova Financial LLC
NEW135—+135——$10.6K—2026-11-04
SJS Investment Consulting Inc.
NEW130—+130——$10.2K—2026-10-26
Bank of New Hampshire
NEW127—+127——$9.9K—2026-10-06
Key FInancial Inc
UNCHANGED12612600%$9.6K$9.9K+$2722026-11-02
Cape Investment Advisory, Inc.
NEW124—+124——$9.7K—2026-10-13
Asset Dedication, LLC
UNCHANGED10010000%$7.6K$7.8K+$2162026-11-03
Mascoma Wealth Management LLC
UNCHANGED676700%$5.1K$5.2K+$1442026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED616100%$4.6K$4.8K+$1322026-10-22
CKW Financial Group
UNCHANGED606000%$4$5+$12026-10-29
Vermillion Wealth Management, Inc.
UNCHANGED606000%$4.6K$4.7K+$1292026-10-26
Elevated Capital Advisors, LLC
DECREASED4748-1-2%$3.7K$3.7K+$252026-11-04
Entrust Financial LLC
INCREASED4038+2+5%$2.9K$3.1K+$2382026-11-04
Eastern Bank
UNCHANGED303000%$2.3K$2.4K+$652026-10-05
Proathlete Wealth Management LLC
UNCHANGED262600%$2.0K$2.0K+$562026-10-15
Princeton Global Asset Management LLC
UNCHANGED232300%$1.8K$1.8K+$492026-10-21
Laurel Wealth Advisors LLC
NEW22—+22——$1.7K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED222200%$1.7K$1.7K+$482026-10-09
Signature Equity Partners, LLC
NEW20—+20——$1.6K—2026-10-29
Meriwether Wealth & Planning, LLC
NEW14—+14——$1.1K—2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW12—+12——$940—2026-10-27
Clearstead Advisors, LLC
UNCHANGED121200%$917$943+$262026-11-06
Archer Investment Corp
NEW10—+10——$783—2026-11-05
Downshift Financial, LLC
NEW10—+10——$783—2026-10-13
Allspring Global Investments Holdings, LLC
NEW9—+9——$722—2026-11-04
Roxbury Financial LLC
UNCHANGED7700%$545$561+$162026-10-01
Hughes Financial Services, LLC
NEW6—+6——$435—2026-10-30
POM Investment Strategies, LLC
INCREASED21+1+100%$76$157+$812026-10-20
Valley National Advisers Inc
NEW1—+1——$73—2026-10-23
Atwood & Palmer Inc
UNCHANGED1100%$77$79+$22026-10-08
Avestar Capital, LLC
CLOSED045,600-45,600-100%$3.5M$0-$3.5M2026-10-28
Ardent Capital Management, Inc.
CLOSED040,567-40,567-100%$3.1M$0-$3.1M2026-10-16
Jefferies Financial Group Inc.
CLOSED09,968-9,968-100%$759.2K$0-$759.2K2026-11-05
Total Clarity Wealth Management, Inc.
CLOSED08,023-8,023-100%$611.0K$0-$611.0K2026-10-26
GEM Asset Management, LLC
CLOSED04,017-4,017-100%$306.0K$0-$306.0K2026-10-13
Berman McAleer LLC
CLOSED03,450-3,450-100%$262.8K$0-$262.8K2026-10-16
Moneco Advisors, LLC
CLOSED03,100-3,100-100%$236.1K$0-$236.1K2026-11-05
Compagnie Lombard Odier SCmA
CLOSED02,700-2,700-100%$205.6K$0-$205.6K2026-11-04
Simplex Trading, LLC
CLOSED02,458-2,458-100%$187.2K$0-$187.2K2026-11-04
International Assets Investment Management, LLC
CLOSED02,000-2,000-100%$146.3K$0-$146.3K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,281-1,281-100%$97.6K$0-$97.6K2026-10-15
LifeSteps Financial, Inc.
CLOSED030-30-100%$2.3K$0-$2.3K2026-10-15
Phillips Financial Management, LLC
CLOSED010-10-100%$762$0-$7622026-10-19
Morgan Stanley
N/A—2,385,990-2,385,990-100%$181.7M———
Bank of America Corp
N/A—1,439,855-1,439,855-100%$109.7M———
Northwestern Mutual Wealth Management Co
N/A—1,219,798-1,219,798-100%$92.9M———
Hancock Prospecting Pty Ltd
N/A—1,055,190-1,055,190-100%$80.4M———
Wharton Business Group, LLC
N/A—930,967-930,967-100%$70.5M———
Wells Fargo & Company
N/A—849,939-849,939-100%$64.7M———
Ameriprise Financial Inc
N/A—848,183-848,183-100%$64.6M———
BlackRock, Inc.
N/A—783,737-783,737-100%$59.7M———
Jones Financial Companies Lllp
N/A—681,599-681,599-100%$49.3M———
Cetera Investment Advisers
N/A—654,283-654,283-100%$49.8M———
Royal Bank of Canada
N/A—528,714-528,714-100%$40.3M———
Raymond James Financial Inc
N/A—505,985-505,985-100%$38.5M———
Brown Advisory Inc
N/A—435,754-435,754-100%$33.2M———
UBS Group AG
N/A—404,238-404,238-100%$30.8M———
MML Investors Services, LLC
N/A—241,132-241,132-100%$18.4M———
Osaic Holdings, Inc.
N/A—217,816-217,816-100%$16.6M———
HighTower Advisors, LLC
N/A—217,445-217,445-100%$16.6M———
Captrust Financial Advisors
N/A—204,000-204,000-100%$15.5M———
Stratos Wealth Partners, Ltd.
N/A—170,547-170,547-100%$13.0M———
Quadrature Capital Ltd
N/A—165,696-165,696-100%$12.6M———
Stonebrook Private Inc.
N/A—151,883-151,883-100%$11.6M———
Private Advisor Group, LLC
N/A—148,904-148,904-100%$11.3M———
Envestnet Asset Management Inc
N/A—139,001-139,001-100%$10.6M———
NorthRock Partners, LLC
N/A—125,155-125,155-100%$9.5M———
Stifel Financial Corp
N/A—119,880-119,880-100%$9.1M———
Alexander Labrunerie & Co., Inc.
N/A—103,526-103,526-100%$7.9M———
Cresset Asset Management, LLC
N/A—100,548-100,548-100%$7.7M———
Goldman Sachs Group Inc
N/A—87,176-87,176-100%$6.6M———
LRI Investments, LLC
N/A—70,872-70,872-100%$5.4M———
Prudential PLC
N/A—69,621-69,621-100%$5.3M———
Western Wealth Management, LLC
N/A—63,477-63,477-100%$4.8M———
Old Mission Capital LLC
N/A—52,187-52,187-100%$4.0M———
Natixis Advisors, LLC
N/A—51,078-51,078-100%$3.9M———
Fortis Advisors, LLC
N/A—50,880-50,880-100%$3.9M———
Marshall Wace, LLP
N/A—49,858-49,858-100%$3.8M———
Mercer Global Advisors Inc
N/A—49,705-49,705-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—48,870-48,870-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—47,828-47,828-100%$3.6M———
Cerity Partners LLC
N/A—43,464-43,464-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—41,668-41,668-100%$3.2M———
Great Valley Advisor Group, Inc.
N/A—40,465-40,465-100%$3.1M———
Mariner, LLC
N/A—37,754-37,754-100%$2.9M———
Sanctuary Advisors, LLC
N/A—36,999-36,999-100%$2.8M———
NewEdge Advisors, LLC
N/A—35,106-35,106-100%$2.7M———
OneDigital Investment Advisors LLC
N/A—34,729-34,729-100%$2.6M———
Loomis Sayles & Co L P
N/A—34,295-34,295-100%$2.6M———
Arkadios Wealth Advisors
N/A—32,810-32,810-100%$2.5M———
Harbour Investments, Inc.
N/A—31,314-31,314-100%$2.4M———
Waddell & Associates, LLC
N/A—31,260-31,260-100%$2.4M———
Summit Financial, LLC
N/A—28,406-28,406-100%$2.2M———
GWN Securities Inc.
N/A—28,336-28,336-100%$2.2M———
World Investment Advisors
N/A—28,249-28,249-100%$1.5M———
Goldstone Financial Group, LLC
N/A—27,670-27,670-100%$2.1M———
Wealth Management Associates, Inc.
N/A—25,735-25,735-100%$2.0M———
HSBC Holdings PLC
N/A—25,000-25,000-100%$1.9M———
One Wealth Map LLC
N/A—23,984-23,984-100%$1.5M———
Continuum Advisory, LLC
N/A—23,870-23,870-100%$1.8M———
Mutual Advisors, LLC
N/A—21,301-21,301-100%$1.6M———
Susquehanna International Group, LLP
N/A—20,217-20,217-100%$1.5M———
Modern Wealth Management, LLC
N/A—19,008-19,008-100%$1.4M———
Cladis Investment Advisory, LLC
N/A—18,535-18,535-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—18,395-18,395-100%$1.4M———
WCG Wealth Advisors LLC
N/A—17,849-17,849-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—17,777-17,777-100%$1.4M———
IHT Wealth Management, LLC
N/A—17,444-17,444-100%$1.3M———
Peapack Gladstone Financial Corp
N/A—17,000-17,000-100%$1.3M———
Renaissance Technologies LLC
N/A—16,800-16,800-100%$1.3M———
KMT Wealth Management, LLC
N/A—16,506-16,506-100%$1.3M———
Arax Advisory Partners
N/A—15,908-15,908-100%$1.2M———
Janney Montgomery Scott LLC
N/A—15,623-15,623-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—15,476-15,476-100%$1.2M———
Baird Financial Group, Inc.
N/A—15,463-15,463-100%$1.2M———
Pathstone Holdings, LLC
N/A—15,153-15,153-100%$1.2M———
Focus Partners Wealth
N/A—15,118-15,118-100%$1.2M———
Leavell Investment Management, Inc.
N/A—15,116-15,116-100%$1.2M———
Allianz Asset Management GmbH
N/A—15,000-15,000-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—14,424-14,424-100%$1.1M———
Tidal Investments LLC
N/A—14,336-14,336-100%$1.1M———
Global Retirement Partners, LLC
N/A—13,154-13,154-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—13,039-13,039-100%$993.1K———
FFT Wealth Management LLC
N/A—12,923-12,923-100%$984.2K———
SCS Capital Management LLC
N/A—12,557-12,557-100%$956.3K———
Equitable Holdings, Inc.
N/A—11,650-11,650-100%$887.3K———
Nwam LLC
N/A—11,227-11,227-100%$855.1K———
AE Wealth Management LLC
N/A—10,711-10,711-100%$815.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—10,000-10,000-100%$761.6K———
Kovack Advisors, Inc.
N/A—8,918-8,918-100%$674.9K———
Principal Securities, Inc.
N/A—8,634-8,634-100%$657.6K———
Shared Vision Wealth Group LLC
N/A—8,104-8,104-100%$617.2K———
FMR LLC
N/A—8,040-8,040-100%$612.3K———
Geneos Wealth Management Inc.
N/A—8,036-8,036-100%$612.0K———
Rothschild Investment LLC
N/A—7,771-7,771-100%$591.8K———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,489-7,489-100%$570.4K———
Advisory Services Network, LLC
N/A—7,447-7,447-100%$567.1K———
Federation des caisses Desjardins du Quebec
N/A—7,288-7,288-100%$555.0K———
CreativeOne Wealth, LLC
N/A—7,099-7,099-100%$540.7K———
CIBC Bancorp USA Inc.
N/A—6,499-6,499-100%$494.9K———
Ameritas Advisory Services, LLC
N/A—6,119-6,119-100%$466.0K———
Advyzon Investment Management, LLC
N/A—5,970-5,970-100%$454.7K———
Gotham Asset Management, LLC
N/A—5,959-5,959-100%$453.8K———
Kintra Wealth, LLC
N/A—5,917-5,917-100%$458.9K———
Kerr Financial Planning Corp
N/A—5,557-5,557-100%$423.2K———
Fort Point Capital Partners LLC
N/A—5,518-5,518-100%$420.3K———
Atlantic Union Bankshares Corp
N/A—5,359-5,359-100%$408.2K———
Bank of Montreal
N/A—5,226-5,226-100%$398.0K———
Northern Trust Corp
N/A—5,158-5,158-100%$392.8K———
Clark Capital Management Group, Inc.
N/A—5,016-5,016-100%$382.0K———
Westmount Partners, LLC
N/A—4,969-4,969-100%$378.5K———
Moneta Group Investment Advisors LLC
N/A—4,928-4,928-100%$375.3K———
Sequoia Financial Advisors, LLC
N/A—4,807-4,807-100%$366.1K———
Centaurus Financial, Inc.
N/A—4,789-4,789-100%$365.0K———
Knightsbridge Asset Management, LLC
N/A—4,569-4,569-100%$220.1K———
National Bank of Canada
N/A—4,274-4,274-100%$325.0K———
Perennial Investment Advisors, LLC
N/A—4,207-4,207-100%$320.4K———
PFG Investments, LLC
N/A—4,148-4,148-100%$315.9K———
Cascade Financial Partners, LLC
N/A—4,000-4,000-100%$304.6K———
Garden State Investment Advisory Services LLC
N/A—3,945-3,945-100%$300.5K———
Huntington National Bank
N/A—3,900-3,900-100%$297.0K———
Koss-Olinger Consulting, LLC
N/A—3,746-3,746-100%$285.3K———
Southeast Asset Advisors, LLC
N/A—3,719-3,719-100%$283.2K———
United Capital Financial Advisors, LLC
N/A—3,716-3,716-100%$282.5K———
Spinnaker Trust
N/A—3,711-3,711-100%$282.6K———
Allie Family Office LLC
N/A—3,570-3,570-100%$271.9K———
Snowden Capital Advisors LLC
N/A—3,500-3,500-100%$266.6K———
Astoria Portfolio Advisors Llc.
N/A—3,480-3,480-100%$265.0K———
EP Wealth Advisors, LLC
N/A—3,367-3,367-100%$256.4K———
Savvy Advisors, Inc.
N/A—3,266-3,266-100%$248.7K———
SHP Wealth Management
N/A—3,186-3,186-100%$242.7K———
Crewe Advisors LLC
N/A—3,093-3,093-100%$235.6K———
Betterment LLC
N/A—3,085-3,085-100%$235.0K———
Madison Wealth Partners, Inc
N/A—3,041-3,041-100%$231.6K———
LGL Partners, LLC
N/A—3,011-3,011-100%$229.3K———
Carr Financial Group Corp
N/A—2,860-2,860-100%$217.8K———
Beaird Harris Wealth Management, LLC
N/A—2,696-2,696-100%$205.3K———
JTC Employer Solutions Trustee Ltd
N/A—2,643-2,643-100%$201.0K———
Glassman Wealth Services
N/A—2,224-2,224-100%$169.4K———
Tidemark, LLC
N/A—1,871-1,871-100%$142.5K———
Aptus Capital Advisors, LLC
N/A—1,742-1,742-100%$132.7K———
O'shaughnessy Asset Management, LLC
N/A—1,465-1,465-100%$111.6K———
Allied Private Wealth LLC
N/A—1,282-1,282-100%$91.1K———
Banque Cantonale Vaudoise
N/A—1,100-1,100-100%$84.0K———
Atomic Invest LLC
N/A—1,052-1,052-100%$78.0K———
Aventura Private Wealth, LLC
N/A—1,024-1,024-100%$78.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,000-1,000-100%$76.2K———
Strive Financial Group,LLC
N/A—953-953-100%$72.6K———
Kilter Group LLC
N/A—852-852-100%$64.9K———
Innovative Asset Advisors Group, LLC
N/A—850-850-100%$64.7K———
IFG Advisory, LLC
N/A—695-695-100%$52.9K———
Wellington-Altus USA Inc.
N/A—635-635-100%$29.5K———
SOA Wealth Advisors, Llc.
N/A—628-628-100%$47.8K———
Howe & Rusling Inc
N/A—625-625-100%$47.6K———
Group One Trading LLC
N/A—406-406-100%$30.9K———
BFC Planning, Inc.
N/A—393-393-100%$29.9K———
Ameriflex Group, Inc.
N/A—306-306-100%$23.3K———
Aberdeen Wealth Management LLC
N/A—300-300-100%$22.8K———
Ancora Advisors LLCA
N/A—300-300-100%$22.8K———
ST Germain D J Co Inc
N/A—290-290-100%$22.1K———
JPMorgan Chase & Co
N/A—266-266-100%$19.7K———
Luminist Capital LLC
N/A—230-230-100%$0———
Synergy Investment Management, LLC
N/A—225-225-100%$17.1K———
Silicon Valley Capital Partners
N/A—202-202-100%$15.4K———
Sankala Group LLC
N/A—165-165-100%$12.1K———
Brown Brothers Harriman & Co
N/A—163-163-100%$12.4K———
Mcguire Capital Advisors Inc
N/A—163-163-100%$12.4K———
JDM Financial Group LLC
N/A—163-163-100%$12.4K———
HighMark Wealth Management LLC
N/A—159-159-100%$12.1K———
Bogart Wealth, LLC
N/A—157-157-100%$12.0K———
Keating Financial Advisory Services, Inc.
N/A—156-156-100%$11.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—149-149-100%$11.4K———
Hantz Financial Services, Inc.
N/A—145-145-100%$11.0K———
Heritage Wealth Advisors
N/A—127-127-100%$9.7K———
Dunhill Financial, LLC
N/A—126-126-100%$9.6K———
Minot DeBlois Advisors LLC
N/A—125-125-100%$9.5K———
Bellevue Asset Management, LLC
N/A—100-100-100%$7.6K———
Anchor Investment Management, LLC
N/A—75-75-100%$5.7K———
Richard W. Paul & Associates, LLC
N/A—74-74-100%$5.6K———
Strategic Wealth Partners, Ltd.
N/A—50-50-100%$3.8K———
Harborfront Financial Group LLC
N/A—26-26-100%$2.0K———
Cordant, Inc.
N/A—15-15-100%$1.1K———
Medallion Wealth Advisors, LLC
N/A—4-4-100%$306———
Showing 450 of 450 institutions