IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPMorgan Active Growth ETF (JGRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares8,312,559 from 7,879,633
Change+432,926 (+5%)
Value$802.8M (+$26.0M)
Filed 2026-11-06
Northwest Financial Advisors
INCREASED
Shares1,001,949 from 991,333
Change+10,616 (+1%)
Value$96.8M (-$967.3K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares992,097 from 1,715,615
Change-723,518 (-42%)
Value$95.8M (-$73.3M)
Filed 2026-11-02
Goldstein Advisors, LLC
INCREASED
Shares722,475 from 700,355
Change+22,120 (+3%)
Value$69.8M (+$728.6K)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares703,990 from 541,589
Change+162,401 (+30%)
Value$68.0M (+$14.6M)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares702,205 from 688,966
Change+13,239 (+2%)
Value$67.8M (-$106.2K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares638,784 from 867,409
Change-228,625 (-26%)
Value$57.6M (-$22.0M)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares606,086 from 559,494
Change+46,592 (+8%)
Value$58.5M (+$3.4M)
Filed 2026-10-30
GGM Financial LLC
DECREASED
Shares592,848 from 610,144
Change-17,296 (-3%)
Value$57.3M (-$2.9M)
Filed 2026-11-05
Steph & Co
INCREASED
Shares556,645 from 522,553
Change+34,092 (+7%)
Value$53.8M (+$2.2M)
Filed 2026-10-07
Trust Co
INCREASED
Shares519,419 from 420,100
Change+99,319 (+24%)
Value$50.2M (+$8.7M)
Filed 2026-10-09
Berman McAleer LLC
INCREASED
Shares470,891 from 457,566
Change+13,325 (+3%)
Value$45.5M (+$367.2K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares437,911 from 437,258
Change+653 (+0%)
Value$42.3M (-$815.8K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares371,240 from 364,062
Change+7,178 (+2%)
Value$35.9M (-$38.5K)
Filed 2026-11-04
Frontier Asset Management, LLC
INCREASED
Shares369,026 from 365,563
Change+3,463 (+1%)
Value$35.6M (-$400.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares317,932 from 198,066
Change+119,866 (+61%)
Value$30.7K (-$19.5M)
Filed 2026-11-02
Advantage Trust Co
INCREASED
Shares289,273 from 286,527
Change+2,746 (+1%)
Value$27.9M (-$310.7K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
INCREASED
Shares278,301 from 265,976
Change+12,325 (+5%)
Value$26.9M (+$655.8K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares277,206 from 197,676
Change+79,530 (+40%)
Value$26.8M (+$7.3M)
Filed 2026-11-02
Orrstown Financial Services Inc
INCREASED
Shares253,449 from 242,047
Change+11,402 (+5%)
Value$24.5M (+$614.7K)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares249,283 from 258,205
Change-8,922 (-3%)
Value$24.1M (-$1.4M)
Filed 2026-10-28
Allegheny Financial Group
INCREASED
Shares249,043 from 227,274
Change+21,769 (+10%)
Value$24.1M (+$1.6M)
Filed 2026-11-05
Crumly & Associates Inc.
DECREASED
Shares236,292 from 248,565
Change-12,273 (-5%)
Value$22.8M (-$1.7M)
Filed 2026-10-07
Arlington Financial Advisors, LLC
INCREASED
Shares221,797 from 213,622
Change+8,175 (+4%)
Value$21.4M (+$360.2K)
Filed 2026-10-19
Sprinkle Financial Consultants LLC
INCREASED
Shares218,397 from 190,225
Change+28,172 (+15%)
Value$21.1M (+$2.3M)
Filed 2026-10-09
PNC Financial Services Group, Inc.
DECREASED
Shares217,349 from 223,203
Change-5,854 (-3%)
Value$21.0M (-$1.0M)
Filed 2026-11-06
Wagner Wealth Management, LLC
INCREASED
Shares210,926 from 208,278
Change+2,648 (+1%)
Value$20.4M (-$162.9K)
Filed 2026-10-21
Correct Capital Wealth Management
DECREASED
Shares185,743 from 192,236
Change-6,493 (-3%)
Value$17.9M (-$1.0M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares175,196 from 174,149
Change+1,047 (+1%)
Value$16.9M (-$249.0K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares133,780 from 134,552
Change-772 (-1%)
Value$12.9M (-$240.8K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares120,754 from 118,915
Change+1,839 (+2%)
Value$11.7M (-$61.3K)
Filed 2026-10-07
Farther Finance Advisors, LLC
DECREASED
Shares116,390 from 116,502
Change-112 (0%)
Value$11.2M (-$243.1K)
Filed 2026-10-08
LexAurum Advisors, LLC
INCREASED
Shares114,671 from 103,517
Change+11,154 (+11%)
Value$11.1M (+$869.1K)
Filed 2026-10-19
Penobscot Wealth Management
INCREASED
Shares111,229 from 106,960
Change+4,269 (+4%)
Value$10.7M (+$197.3K)
Filed 2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED
Shares111,177 from 102,595
Change+8,582 (+8%)
Value$10.7M (+$622.6K)
Filed 2026-10-16
Greenbush Financial Group, LLC
DECREASED
Shares110,026 from 110,373
Change-347 (0%)
Value$10.6M (-$255.4K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares109,326 from 101,930
Change+7,396 (+7%)
Value$10.6M (+$509.5K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
INCREASED
Shares100,407 from 98,027
Change+2,380 (+2%)
Value$9.7M (+$32.8K)
Filed 2026-10-22
Advisory Solutions Group, LLC
NEW
Shares98,068
Change+98,068
Value$9.5M
Filed 2026-10-14
MN Wealth Advisors, LLC
INCREASED
Shares94,934 from 88,130
Change+6,804 (+8%)
Value$9.2M (+$480.0K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
INCREASED
Shares94,778 from 93,692
Change+1,086 (+1%)
Value$9.2M (-$83.4K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares92,824 from 64,398
Change+28,426 (+44%)
Value$9.0M (+$2.6M)
Filed 2026-10-14
Guided Capital Wealth Management, LLC
DECREASED
Shares86,394 from 86,934
Change-540 (-1%)
Value$8.3M (-$226.9K)
Filed 2026-10-21
Selby Wealth Management, LLC
DECREASED
Shares78,399 from 87,222
Change-8,823 (-10%)
Value$7.6M (-$1.0M)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
DECREASED
Shares73,420 from 83,369
Change-9,949 (-12%)
Value$7.1M (-$1.1M)
Filed 2026-10-22
Merited Wealth, LLC
INCREASED
Shares72,892 from 64,580
Change+8,312 (+13%)
Value$7.0M (+$673.0K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares72,349
Change+72,349
Value$7.0M
Filed 2026-11-04
Welch Financial Planning, LLC
DECREASED
Shares70,393 from 83,186
Change-12,793 (-15%)
Value$6.8M (-$1.4M)
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares69,558 from 67,891
Change+1,667 (+2%)
Value$6.7M (+$24.5K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares69,495 from 75,008
Change-5,513 (-7%)
Value$6.7M (-$683.2K)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares65,647 from 6,296
Change+59,351 (+943%)
Value$6.3M (+$5.7M)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares58,958 from 67,613
Change-8,655 (-13%)
Value$5.7M (-$971.9K)
Filed 2026-10-28
Echo Wealth Management, LLC
DECREASED
Shares58,913 from 60,403
Change-1,490 (-2%)
Value$5.7M (-$265.3K)
Filed 2026-10-15
Quantum Financial Partners LLC
INCREASED
Shares57,979 from 52,705
Change+5,274 (+10%)
Value$5.6M (+$403.4K)
Filed 2026-10-19
Formidable Asset Management, LLC
DECREASED
Shares53,881 from 54,796
Change-915 (-2%)
Value$5.3M (+$680.8K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares52,391 from 43,923
Change+8,468 (+19%)
Value$5.1M (+$729.6K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED
Shares51,935 from 52,926
Change-991 (-2%)
Value$5.0M (-$202.1K)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares51,775 from 59,319
Change-7,544 (-13%)
Value$5.0M (-$537.6K)
Filed 2026-10-26
WealthPLAN Partners, LLC
INCREASED
Shares49,736 from 43,081
Change+6,655 (+15%)
Value$4.8M (+$556.1K)
Filed 2026-10-15
Centerpoint Advisory Group
DECREASED
Shares49,017 from 53,049
Change-4,032 (-8%)
Value$4.7M (-$496.0K)
Filed 2026-10-23
Broadway Wealth Solutions, Inc.
INCREASED
Shares47,614 from 46,565
Change+1,049 (+2%)
Value$4.6M (+$7.7K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares47,587 from 45,984
Change+1,603 (+3%)
Value$4.6M (+$188.8K)
Filed 2026-10-13
Purus Wealth Management, LLC
INCREASED
Shares44,351 from 41,490
Change+2,861 (+7%)
Value$4.3M (+$192.9K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares44,252 from 47,075
Change-2,823 (-6%)
Value$4.3M (-$367.3K)
Filed 2026-10-14
Ascent Group, LLC
INCREASED
Shares41,591 from 40,304
Change+1,287 (+3%)
Value$4.0M (+$43.3K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares41,331 from 40,089
Change+1,242 (+3%)
Value$4.0M (+$39.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares39,713 from 35,301
Change+4,412 (+13%)
Value$3.8M (+$355.1K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares38,342 from 38,166
Change+176 (+0%)
Value$3.7M (-$59.6K)
Filed 2026-10-27
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares36,857 from 36,074
Change+783 (+2%)
Value$3.6M (+$3.1K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares35,599 from 36,424
Change-825 (-2%)
Value$3.2M (-$349.8K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares35,157 from 29,721
Change+5,436 (+18%)
Value$3.4M (+$465.3K)
Filed 2026-11-05
Private Wealth Partners, LLC
INCREASED
Shares32,860 from 26,100
Change+6,760 (+26%)
Value$3.2M (+$600.4K)
Filed 2026-10-22
Cordgrass Capital Advisors, LLC
INCREASED
Shares31,606 from 27,395
Change+4,211 (+15%)
Value$3.1M (+$351.7K)
Filed 2026-10-30
Vima LLC
DECREASED
Shares31,401 from 32,755
Change-1,354 (-4%)
Value$3.0M (-$196.6K)
Filed 2026-10-23
Legacy Edge Advisors, LLC
INCREASED
Shares30,470 from 25,735
Change+4,735 (+18%)
Value$2.9M (+$405.6K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares29,567
Change+29,567
Value$2.9M
Filed 2026-11-03
rebel Financial LLC
DECREASED
Shares27,040 from 35,700
Change-8,660 (-24%)
Value$2.6M (-$908.1K)
Filed 2026-11-04
Bill Few Associates, Inc.
INCREASED
Shares27,002 from 26,233
Change+769 (+3%)
Value$2.6M (+$21.5K)
Filed 2026-10-09
Nixon Peabody Trust Co
INCREASED
Shares26,808 from 26,455
Change+353 (+1%)
Value$2.6M (-$19.1K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares26,224 from 15,894
Change+10,330 (+65%)
Value$2.5M (+$965.7K)
Filed 2026-10-23
Keystone Wealth Services, LLC
DECREASED
Shares26,111 from 30,880
Change-4,769 (-15%)
Value$2.5M (-$521.9K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares25,556 from 21,976
Change+3,580 (+16%)
Value$2.5M (+$301.6K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
NEW
Shares24,669
Change+24,669
Value$2.4M
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares24,664 from 24,977
Change-313 (-1%)
Value$2.4M (-$80.4K)
Filed 2026-11-03
Northwest Wealth Advisors, LLC
INCREASED
Shares23,484 from 20,587
Change+2,897 (+14%)
Value$2.3M (+$238.4K)
Filed 2026-11-02
Semus Wealth Partners LLC
DECREASED
Shares22,401 from 22,901
Change-500 (-2%)
Value$2.2M (-$94.3K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares22,288 from 22,210
Change+78 (+0%)
Value$2.2M (-$37.0K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares22,252 from 24,163
Change-1,911 (-8%)
Value$2.1M (-$233.1K)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares21,901 from 22,959
Change-1,058 (-5%)
Value$2.1M (-$148.3K)
Filed 2026-10-27
Econ Financial Services Corp
NEW
Shares21,769
Change+21,769
Value$2.1M
Filed 2026-10-19
Fermata Advisors, LLC
DECREASED
Shares21,756 from 32,645
Change-10,889 (-33%)
Value$2.1M (-$1.1M)
Filed 2026-10-13
Kennedy Investment Group, Inc.
INCREASED
Shares21,633 from 17,204
Change+4,429 (+26%)
Value$2.1M (+$393.2K)
Filed 2026-10-21
Elevation Wealth Management LLC
INCREASED
Shares21,464 from 19,377
Change+2,087 (+11%)
Value$2.1M (+$162.6K)
Filed 2026-11-02
Cambridge Advisors Inc.
INCREASED
Shares21,143 from 20,164
Change+979 (+5%)
Value$2.0M (+$54.0K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares20,365 from 21,094
Change-729 (-3%)
Value$2.0M (-$112.8K)
Filed 2026-10-28
Victory Financial Group, LLC
DECREASED
Shares20,070 from 20,345
Change-275 (-1%)
Value$1.9M (-$67.5K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares19,109 from 15,639
Change+3,470 (+22%)
Value$972.9K (+$280.0K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares18,704 from 19,078
Change-374 (-2%)
Value$1.8M (-$74.5K)
Filed 2026-10-30
Vaquero Private Wealth, LTD
DECREASED
Shares18,615 from 34,949
Change-16,334 (-47%)
Value$1.8M (-$1.6M)
Filed 2026-10-27
Foundry Financial Group, Inc.
DECREASED
Shares18,349 from 141,695
Change-123,346 (-87%)
Value$1.8M (-$12.2M)
Filed 2026-10-28
Boyum Wealth Architects LLC
DECREASED
Shares17,875 from 18,789
Change-914 (-5%)
Value$1.7M (-$35.7K)
Filed 2026-10-06
Valmark Advisers, Inc.
INCREASED
Shares17,430 from 16,668
Change+762 (+5%)
Value$1.7M (+$40.1K)
Filed 2026-11-06
Carnegie Investment Counsel
INCREASED
Shares16,153 from 15,898
Change+255 (+2%)
Value$1.6M (-$7.3K)
Filed 2026-10-20
Unique Wealth, LLC
INCREASED
Shares16,005 from 15,240
Change+765 (+5%)
Value$1.5M (+$43.3K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares15,363 from 15,449
Change-86 (-1%)
Value$1.5M (-$39.4K)
Filed 2026-10-28
Ignite Planners, LLC
INCREASED
Shares15,239 from 14,829
Change+410 (+3%)
Value$1.5M (+$13.1K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
INCREASED
Shares15,138 from 14,614
Change+524 (+4%)
Value$1.5K (-$1.4M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares14,171 from 12,977
Change+1,194 (+9%)
Value$1.4M (+$89.2K)
Filed 2026-11-06
Cabot Wealth Management Inc
NEW
Shares14,023
Change+14,023
Value$1.4M
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares13,812 from 12,049
Change+1,763 (+15%)
Value$1.3M (+$146.1K)
Filed 2026-10-08
3Chopt Investment Partners, LLC
INCREASED
Shares12,869 from 12,820
Change+49 (+0%)
Value$1.2M (-$21.0K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares12,147 from 4,914
Change+7,233 (+147%)
Value$1.2M (+$688.6K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares11,606 from 11,784
Change-178 (-2%)
Value$1.1M (-$40.9K)
Filed 2026-10-22
Sutton Place Investors LLC
INCREASED
Shares11,600 from 11,286
Change+314 (+3%)
Value$1.1M (+$7.6K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares11,434 from 24,576
Change-13,142 (-53%)
Value$1.1M (-$1.3M)
Filed 2026-11-05
KPP Advisory Services LLC
INCREASED
Shares11,230 from 2,438
Change+8,792 (+361%)
Value$1.1M (+$844.2K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares11,162 from 11,052
Change+110 (+1%)
Value$1.0M (+$47.2K)
Filed 2026-11-02
Financial Partners Group, Inc
DECREASED
Shares11,154 from 11,253
Change-99 (-1%)
Value$1.1M (-$32.1K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares10,479 from 10,894
Change-415 (-4%)
Value$1.0M (-$62.0K)
Filed 2026-10-05
RFG Advisory, LLC
NEW
Shares10,334
Change+10,334
Value$998.1K
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares10,014 from 9,021
Change+993 (+11%)
Value$967.1K (+$77.7K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares9,739 from 9,221
Change+518 (+6%)
Value$940.6K (+$31.5K)
Filed 2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED
Shares9,523 from 9,523
Change0 (0%)
Value$919.7K (-$19.1K)
Filed 2026-10-26
Fagan Associates, Inc.
INCREASED
Shares9,391 from 7,162
Change+2,229 (+31%)
Value$907.0K (+$200.9K)
Filed 2026-10-13
Cobblestone Asset Management LLC
DECREASED
Shares9,257 from 11,486
Change-2,229 (-19%)
Value$894.0K (-$238.4K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares9,257 from 9,719
Change-462 (-5%)
Value$894.0K (-$64.2K)
Filed 2026-10-23
SFG Wealth Management, Llc.
INCREASED
Shares8,865 from 7,466
Change+1,399 (+19%)
Value$856.1K (+$120.1K)
Filed 2026-10-23
John W. Brooker & Co., CPAs
DECREASED
Shares8,853 from 9,367
Change-514 (-5%)
Value$855.0K (-$68.5K)
Filed 2026-10-21
Procyon Advisors, LLC
UNCHANGED
Shares8,530 from 8,530
Change0 (0%)
Value$823.8K (-$17.1K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
DECREASED
Shares8,414 from 8,538
Change-124 (-1%)
Value$812.6K (-$29.1K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares8,154 from 8,346
Change-192 (-2%)
Value$788 (-$822.2K)
Filed 2026-10-22
Vise Technologies, Inc.
DECREASED
Shares7,977 from 8,457
Change-480 (-6%)
Value$770.4K (-$63.4K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares6,829 from 5,811
Change+1,018 (+18%)
Value$659.6K (+$86.6K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares6,806 from 6,388
Change+418 (+7%)
Value$664.1K (+$34.3K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares6,759 from 7,087
Change-328 (-5%)
Value$652.8K (-$45.9K)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares6,605 from 8,717
Change-2,112 (-24%)
Value$637.9K (-$221.5K)
Filed 2026-11-06
Platform Technology Partners
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$627.8K (-$13.1K)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares6,073 from 6,284
Change-211 (-3%)
Value$586.5K (-$33.0K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares6,000 from 9,450
Change-3,450 (-37%)
Value$579.5K (-$352.2K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares5,985 from 6,017
Change-32 (-1%)
Value$578.0K (-$15.2K)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares5,841 from 5,971
Change-130 (-2%)
Value$564.1K (-$24.6K)
Filed 2026-10-22
First Premier Bank
UNCHANGED
Shares5,543 from 5,543
Change0 (0%)
Value$535 (-$11)
Filed 2026-10-13
Cooper Financial Group
DECREASED
Shares5,460 from 7,178
Change-1,718 (-24%)
Value$527.3K (-$180.4K)
Filed 2026-10-07
AdvisorNet Financial, Inc
DECREASED
Shares5,454 from 7,697
Change-2,243 (-29%)
Value$520.4K (-$238.5K)
Filed 2026-10-15
Asset One Wealth Management LLC
DECREASED
Shares5,435 from 5,471
Change-36 (-1%)
Value$525.0K (-$796)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares5,335 from 5,660
Change-325 (-6%)
Value$515.3K (-$42.8K)
Filed 2026-10-21
Opal Wealth Advisors, LLC
DECREASED
Shares5,310 from 5,486
Change-176 (-3%)
Value$512.8K (-$28.0K)
Filed 2026-10-16
Atticus Wealth Management, LLC
DECREASED
Shares5,235 from 7,109
Change-1,874 (-26%)
Value$505.6K (-$195.3K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
INCREASED
Shares5,046 from 4,966
Change+80 (+2%)
Value$487.3K (-$2.3K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares4,947 from 4,668
Change+279 (+6%)
Value$477.8K (+$17.6K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares4,904 from 4,088
Change+816 (+20%)
Value$473.6K (+$70.6K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$428.1K (-$8.9K)
Filed 2026-10-29
VestGen Advisors, LLC
DECREASED
Shares4,301 from 4,632
Change-331 (-7%)
Value$415.4K (-$41.3K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares4,295 from 3,947
Change+348 (+9%)
Value$414.8K (+$25.7K)
Filed 2026-10-13
Firethorn Wealth Partners, LLC
DECREASED
Shares4,254 from 4,462
Change-208 (-5%)
Value$410.8K (-$29.1K)
Filed 2026-10-14
ADG Wealth Management Group, LLC
UNCHANGED
Shares3,969 from 3,969
Change0 (0%)
Value$383.4K (-$8.0K)
Filed 2026-10-23
Arwa LLC
DECREASED
Shares3,921 from 5,555
Change-1,634 (-29%)
Value$382.1K (-$138.5K)
Filed 2026-10-21
Retirement Planning Group, LLC
UNCHANGED
Shares3,694 from 3,694
Change0 (0%)
Value$356.8K (-$7.4K)
Filed 2026-10-19
International Assets Investment Management, LLC
UNCHANGED
Shares3,618 from 3,618
Change0 (0%)
Value$349.8K (-$651)
Filed 2026-11-02
Nautilus Advisors LLC
DECREASED
Shares3,587 from 3,787
Change-200 (-5%)
Value$346.5K (-$20.3K)
Filed 2026-10-07
HUB Investment Partners, LLC
DECREASED
Shares3,555 from 411,446
Change-407,891 (-99%)
Value$343.3K (-$40.2M)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares3,517 from 3,517
Change0 (0%)
Value$343.6K (-$3.2K)
Filed 2026-11-02
MBL Wealth, LLC
NEW
Shares3,493
Change+3,493
Value$337.4K
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares3,443 from 17,733
Change-14,290 (-81%)
Value$332.5K (-$1.4M)
Filed 2026-10-14
Emergent Wealth Advisors, LLC
DECREASED
Shares3,405 from 4,910
Change-1,505 (-31%)
Value$328.9K (-$155.2K)
Filed 2026-10-09
Oak Barrel Wealth Advisory LLC
DECREASED
Shares3,272 from 6,268
Change-2,996 (-48%)
Value$316.0K (-$302.0K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares3,236 from 4,764
Change-1,528 (-32%)
Value$312.5K (-$157.2K)
Filed 2026-10-23
Capital Management Associates, Inc
NEW
Shares3,197
Change+3,197
Value$308.8K
Filed 2026-10-20
Luts & Greenleigh Group, Inc.
INCREASED
Shares3,066 from 2,856
Change+210 (+7%)
Value$296.1K (+$14.5K)
Filed 2026-11-05
Aegis Wealth Management, Inc.
INCREASED
Shares3,014 from 2,181
Change+833 (+38%)
Value$291.1K (+$76.1K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares2,931 from 2,835
Change+96 (+3%)
Value$283 (-$279.7K)
Filed 2026-10-26
Saxon Interests, Inc.
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$281.7K (-$5.9K)
Filed 2026-10-26
Plan Group Financial, LLC
DECREASED
Shares2,887 from 3,892
Change-1,005 (-26%)
Value$271.1K (-$112.6K)
Filed 2026-10-22
Essential Investment Partners LLC
INCREASED
Shares2,861 from 2,774
Change+87 (+3%)
Value$276.3K (+$2.8K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,633
Change+2,633
Value$254.3K
Filed 2026-10-16
MBA Advisors LLC
DECREASED
Shares2,625 from 2,650
Change-25 (-1%)
Value$253.5K (-$7.7K)
Filed 2026-10-29
Kelly Financial Services LLC
INCREASED
Shares2,488 from 2,455
Change+33 (+1%)
Value$240.3K (-$1.7K)
Filed 2026-10-20
Gill Capital Partners, LLC
UNCHANGED
Shares2,353 from 2,353
Change0 (0%)
Value$227.3K (-$4.7K)
Filed 2026-10-13
Fisher Asset Management, LLC
NEW
Shares2,339
Change+2,339
Value$226.0K
Filed 2026-11-06
Winebrenner Capital Management LLC
INCREASED
Shares2,299 from 2,276
Change+23 (+1%)
Value$222.0K (-$2.4K)
Filed 2026-10-07
SeaCrest Wealth Management, LLC
NEW
Shares2,243
Change+2,243
Value$216.6K
Filed 2026-10-21
NewSquare Capital LLC
NEW
Shares2,174
Change+2,174
Value$210.0K
Filed 2026-11-06
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$203.8K (-$4.2K)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares1,856 from 463
Change+1,393 (+301%)
Value$179.3K (+$133.6K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares1,743
Change+1,743
Value$168.3K
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$125.6K (-$2.6K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares1,119 from 12
Change+1,107 (+9225%)
Value$110.4K (+$109.2K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$90.7K (-$1.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares914 from 903
Change+11 (+1%)
Value$88.3K (-$753)
Filed 2026-10-08
Country Trust Bank
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$75.1K (-$1.6K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares758 from 154
Change+604 (+392%)
Value$73.2K (+$58.0K)
Filed 2026-11-05
Godsey & Gibb, Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$67.6K (-$1.4K)
Filed 2026-10-14
Register Financial Advisors LLC
NEW
Shares684
Change+684
Value$66.1K
Filed 2026-10-23
Key Capital Management, Inc
NEW
Shares631
Change+631
Value$60.9K
Filed 2026-11-03
Acumen Wealth Advisors, LLC
NEW
Shares619
Change+619
Value$59.8K
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares606 from 132
Change+474 (+359%)
Value$59.3K (+$46.7K)
Filed 2026-11-04
Community Bank, N.A.
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$57.7K (-$1.2K)
Filed 2026-11-06
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares563 from 1,303
Change-740 (-57%)
Value$54.4K (-$74.1K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares486 from 227
Change+259 (+114%)
Value$47.0K (+$25.0K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
NEW
Shares428
Change+428
Value$41.3K
Filed 2026-10-30
Rossby Financial, LCC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$41.1K (-$856)
Filed 2026-11-05
GK Wealth Management LLC
DECREASED
Shares325 from 10,644
Change-10,319 (-97%)
Value$31.4K (-$1.0M)
Filed 2026-10-09
Financial Consulate, Inc
NEW
Shares310
Change+310
Value$29.9K
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$29.0K (-$603)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$28.5K (-$593)
Filed 2026-10-08
Horizon Financial Services, LLC
NEW
Shares294
Change+294
Value$28.4K
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$26.2K (-$545)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$25.9K (-$539)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares243 from 237
Change+6 (+3%)
Value$23.5K (+$103)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares230
Change+230
Value$22.2K
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares225
Change+225
Value$22
Filed 2026-10-14
CX Institutional
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$18 ($0)
Filed 2026-10-02
City State Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$14.5K (-$302)
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$11.6K (-$241)
Filed 2026-10-26
Bare Financial Services, Inc
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$11.4K (-$238)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares116 from 204
Change-88 (-43%)
Value$11.2K (-$8.9K)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.2K (-$191)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.8K (-$120)
Filed 2026-10-05
Brown, Lisle Ings, Inc.
NEW
Shares59
Change+59
Value$5.7K
Filed 2026-10-16
McCarley & Cook Financial Planners
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.8K (-$78)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED
Shares38 from 40
Change-2 (-5%)
Value$3.7K (-$273)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.7K (-$56)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares23 from 28
Change-5 (-18%)
Value$2.2K (-$540)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.6K (-$34)
Filed 2026-11-03
Nvwm, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.4K (-$30)
Filed 2026-10-14
Barrett & Company, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$774 (-$16)
Filed 2026-10-22
Alpha Advisors, LLC
CLOSED
Shares0 from 60,633
Change-60,633 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-19
TBH Global Asset Management, LLC
CLOSED
Shares0 from 44,476
Change-44,476 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-03
Providence First Trust Co
CLOSED
Shares0 from 12,795
Change-12,795 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Empire Life Investments Inc.
CLOSED
Shares0 from 10,738
Change-10,738 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 8,597
Change-8,597 (-100%)
Value$0 (-$847.6K)
Filed 2026-10-19
Wagner Wealth Management, Corp
CLOSED
Shares0 from 5,360
Change-5,360 (-100%)
Value$0 (-$528.4K)
Filed 2026-10-20
Mission Wealth Management, LP
CLOSED
Shares0 from 4,285
Change-4,285 (-100%)
Value$0 (-$422.5K)
Filed 2026-10-15
Strategic Planning Group, LLC
CLOSED
Shares0 from 2,273
Change-2,273 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$91.3K)
Filed 2026-10-16
Zions Bancorporation, National Association
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$34.8K)
Filed 2026-11-06
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 307
Change-307 (-100%)
Value$0 (-$30.3K)
Filed 2026-10-09
Abound Wealth Management
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-16
Trust Co of Vermont
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-21
Highline Wealth Partners LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-19
JPMorgan Chase & Co
N/A
Shares— from 11,862,545
Change-11,862,545 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,399,109
Change-4,399,109 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,055,025
Change-4,055,025 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,022,127
Change-4,022,127 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,383,745
Change-3,383,745 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,505,634
Change-2,505,634 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,354,176
Change-1,354,176 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,353,914
Change-1,353,914 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,294,276
Change-1,294,276 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,270,516
Change-1,270,516 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,190,363
Change-1,190,363 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,122,378
Change-1,122,378 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,095,108
Change-1,095,108 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 923,634
Change-923,634 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 688,667
Change-688,667 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 680,124
Change-680,124 (-100%)
Value—
American Trust
N/A
Shares— from 616,315
Change-616,315 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 578,497
Change-578,497 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 532,643
Change-532,643 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 523,837
Change-523,837 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 467,890
Change-467,890 (-100%)
Value—
FMR LLC
N/A
Shares— from 420,635
Change-420,635 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 369,468
Change-369,468 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 327,929
Change-327,929 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 278,090
Change-278,090 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 258,950
Change-258,950 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 214,888
Change-214,888 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 202,549
Change-202,549 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 200,994
Change-200,994 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 166,483
Change-166,483 (-100%)
Value—
&partners
N/A
Shares— from 150,380
Change-150,380 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 124,022
Change-124,022 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 113,876
Change-113,876 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 112,779
Change-112,779 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 88,063
Change-88,063 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 87,995
Change-87,995 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 85,761
Change-85,761 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 83,692
Change-83,692 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 68,988
Change-68,988 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 68,858
Change-68,858 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 68,401
Change-68,401 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 67,678
Change-67,678 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 66,222
Change-66,222 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 65,922
Change-65,922 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,949
Change-57,949 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 57,524
Change-57,524 (-100%)
Value—
Stephens Inc
N/A
Shares— from 56,826
Change-56,826 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 56,759
Change-56,759 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 55,792
Change-55,792 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 54,312
Change-54,312 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 52,698
Change-52,698 (-100%)
Value—
Motco
N/A
Shares— from 51,024
Change-51,024 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 50,427
Change-50,427 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 45,615
Change-45,615 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 41,908
Change-41,908 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 40,957
Change-40,957 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 36,706
Change-36,706 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,812
Change-35,812 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 30,153
Change-30,153 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,537
Change-27,537 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 24,918
Change-24,918 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,761
Change-23,761 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 23,182
Change-23,182 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,147
Change-23,147 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,103
Change-20,103 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 19,802
Change-19,802 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,134
Change-19,134 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 18,178
Change-18,178 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 18,008
Change-18,008 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,062
Change-17,062 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 16,681
Change-16,681 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,095
Change-15,095 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,585
Change-14,585 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,157
Change-14,157 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,519
Change-12,519 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,292
Change-12,292 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,462
Change-10,462 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 9,507
Change-9,507 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,328
Change-9,328 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,063
Change-8,063 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 858
Change-858 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 809
Change-809 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 771
Change-771 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 740
Change-740 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 334
Change-334 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED8,312,5597,879,633+432,926+5%$776.9M$802.8M+$26.0M2026-11-06
Northwest Financial Advisors
INCREASED1,001,949991,333+10,616+1%$97.7M$96.8M-$967.3K2026-10-27
Commonwealth Equity Services, LLC
DECREASED992,0971,715,615-723,518-42%$169.1M$95.8M-$73.3M2026-11-02
Goldstein Advisors, LLC
INCREASED722,475700,355+22,120+3%$69.0M$69.8M+$728.6K2026-10-15
AlphaCore Capital LLC
INCREASED703,990541,589+162,401+30%$53.4M$68.0M+$14.6M2026-11-04
Avior Wealth Management, LLC
INCREASED702,205688,966+13,239+2%$67.9M$67.8M-$106.2K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED638,784867,409-228,625-26%$79.5M$57.6M-$22.0M2026-10-13
Provenance Wealth Advisors, LLC
INCREASED606,086559,494+46,592+8%$55.2M$58.5M+$3.4M2026-10-30
GGM Financial LLC
DECREASED592,848610,144-17,296-3%$60.2M$57.3M-$2.9M2026-11-05
Steph & Co
INCREASED556,645522,553+34,092+7%$51.5M$53.8M+$2.2M2026-10-07
Trust Co
INCREASED519,419420,100+99,319+24%$41.4M$50.2M+$8.7M2026-10-09
Berman McAleer LLC
INCREASED470,891457,566+13,325+3%$45.1M$45.5M+$367.2K2026-10-16
Bank of New York Mellon Corp
INCREASED437,911437,258+653+0%$43.1M$42.3M-$815.8K2026-11-05
Daymark Wealth Partners, LLC
INCREASED371,240364,062+7,178+2%$35.9M$35.9M-$38.5K2026-11-04
Frontier Asset Management, LLC
INCREASED369,026365,563+3,463+1%$36.0M$35.6M-$400.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED317,932198,066+119,866+61%$19.5M$30.7K-$19.5M2026-11-02
Advantage Trust Co
INCREASED289,273286,527+2,746+1%$28.2M$27.9M-$310.7K2026-10-19
WealthPlan Investment Management, LLC
INCREASED278,301265,976+12,325+5%$26.2M$26.9M+$655.8K2026-10-15
Kestra Advisory Services, LLC
INCREASED277,206197,676+79,530+40%$19.5M$26.8M+$7.3M2026-11-02
Orrstown Financial Services Inc
INCREASED253,449242,047+11,402+5%$23.9M$24.5M+$614.7K2026-10-14
Aprio Wealth Management, LLC
DECREASED249,283258,205-8,922-3%$25.5M$24.1M-$1.4M2026-10-28
Allegheny Financial Group
INCREASED249,043227,274+21,769+10%$22.4M$24.1M+$1.6M2026-11-05
Crumly & Associates Inc.
DECREASED236,292248,565-12,273-5%$24.5M$22.8M-$1.7M2026-10-07
Arlington Financial Advisors, LLC
INCREASED221,797213,622+8,175+4%$21.1M$21.4M+$360.2K2026-10-19
Sprinkle Financial Consultants LLC
INCREASED218,397190,225+28,172+15%$18.8M$21.1M+$2.3M2026-10-09
PNC Financial Services Group, Inc.
DECREASED217,349223,203-5,854-3%$22.0M$21.0M-$1.0M2026-11-06
Wagner Wealth Management, LLC
INCREASED210,926208,278+2,648+1%$20.5M$20.4M-$162.9K2026-10-21
Correct Capital Wealth Management
DECREASED185,743192,236-6,493-3%$19.0M$17.9M-$1.0M2026-11-02
D.A. Davidson & Co.
INCREASED175,196174,149+1,047+1%$17.2M$16.9M-$249.0K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED133,780134,552-772-1%$13.2M$12.9M-$240.8K2026-10-13
Venture Visionary Partners LLC
INCREASED120,754118,915+1,839+2%$11.7M$11.7M-$61.3K2026-10-07
Farther Finance Advisors, LLC
DECREASED116,390116,502-1120%$11.5M$11.2M-$243.1K2026-10-08
LexAurum Advisors, LLC
INCREASED114,671103,517+11,154+11%$10.2M$11.1M+$869.1K2026-10-19
Penobscot Wealth Management
INCREASED111,229106,960+4,269+4%$10.5M$10.7M+$197.3K2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED111,177102,595+8,582+8%$10.1M$10.7M+$622.6K2026-10-16
Greenbush Financial Group, LLC
DECREASED110,026110,373-3470%$10.9M$10.6M-$255.4K2026-10-15
Strategic Blueprint, LLC
INCREASED109,326101,930+7,396+7%$10.0M$10.6M+$509.5K2026-10-22
Beaumont Financial Advisors, LLC
INCREASED100,40798,027+2,380+2%$9.7M$9.7M+$32.8K2026-10-22
Advisory Solutions Group, LLC
NEW98,068—+98,068——$9.5M—2026-10-14
MN Wealth Advisors, LLC
INCREASED94,93488,130+6,804+8%$8.7M$9.2M+$480.0K2026-10-23
Exchange Traded Concepts, LLC
INCREASED94,77893,692+1,086+1%$9.2M$9.2M-$83.4K2026-10-28
Davenport & Co LLC
INCREASED92,82464,398+28,426+44%$6.3M$9.0M+$2.6M2026-10-14
Guided Capital Wealth Management, LLC
DECREASED86,39486,934-540-1%$8.6M$8.3M-$226.9K2026-10-21
Selby Wealth Management, LLC
DECREASED78,39987,222-8,823-10%$8.6M$7.6M-$1.0M2026-10-16
Sagespring Wealth Partners, LLC
DECREASED73,42083,369-9,949-12%$8.2M$7.1M-$1.1M2026-10-22
Merited Wealth, LLC
INCREASED72,89264,580+8,312+13%$6.4M$7.0M+$673.0K2026-10-13
Nova Financial LLC
NEW72,349—+72,349——$7.0M—2026-11-04
Welch Financial Planning, LLC
DECREASED70,39383,186-12,793-15%$8.2M$6.8M-$1.4M2026-11-06
Visionary Wealth Advisors
INCREASED69,55867,891+1,667+2%$6.7M$6.7M+$24.5K2026-11-04
Perigon Wealth Management, LLC
DECREASED69,49575,008-5,513-7%$7.4M$6.7M-$683.2K2026-10-22
Apollon Wealth Management, LLC
INCREASED65,6476,296+59,351+943%$620.7K$6.3M+$5.7M2026-10-23
MGO One Seven LLC
DECREASED58,95867,613-8,655-13%$6.7M$5.7M-$971.9K2026-10-28
Echo Wealth Management, LLC
DECREASED58,91360,403-1,490-2%$6.0M$5.7M-$265.3K2026-10-15
Quantum Financial Partners LLC
INCREASED57,97952,705+5,274+10%$5.2M$5.6M+$403.4K2026-10-19
Formidable Asset Management, LLC
DECREASED53,88154,796-915-2%$4.6M$5.3M+$680.8K2026-11-03
IFP Advisors, Inc
INCREASED52,39143,923+8,468+19%$4.3M$5.1M+$729.6K2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED51,93552,926-991-2%$5.2M$5.0M-$202.1K2026-10-13
Triad Wealth Partners, LLC
DECREASED51,77559,319-7,544-13%$5.5M$5.0M-$537.6K2026-10-26
WealthPLAN Partners, LLC
INCREASED49,73643,081+6,655+15%$4.2M$4.8M+$556.1K2026-10-15
Centerpoint Advisory Group
DECREASED49,01753,049-4,032-8%$5.2M$4.7M-$496.0K2026-10-23
Broadway Wealth Solutions, Inc.
INCREASED47,61446,565+1,049+2%$4.6M$4.6M+$7.7K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED47,58745,984+1,603+3%$4.4M$4.6M+$188.8K2026-10-13
Purus Wealth Management, LLC
INCREASED44,35141,490+2,861+7%$4.1M$4.3M+$192.9K2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED44,25247,075-2,823-6%$4.6M$4.3M-$367.3K2026-10-14
Ascent Group, LLC
INCREASED41,59140,304+1,287+3%$4.0M$4.0M+$43.3K2026-10-30
Golden State Wealth Management, LLC
INCREASED41,33140,089+1,242+3%$4.0M$4.0M+$39.3K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED39,71335,301+4,412+13%$3.5M$3.8M+$355.1K2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED38,34238,166+176+0%$3.8M$3.7M-$59.6K2026-10-27
Morey & Quinn Wealth Partners, LLC
INCREASED36,85736,074+783+2%$3.6M$3.6M+$3.1K2026-10-28
Prospera Financial Services Inc
DECREASED35,59936,424-825-2%$3.6M$3.2M-$349.8K2026-11-04
Nations Financial Group Inc,
INCREASED35,15729,721+5,436+18%$2.9M$3.4M+$465.3K2026-11-05
Private Wealth Partners, LLC
INCREASED32,86026,100+6,760+26%$2.6M$3.2M+$600.4K2026-10-22
Cordgrass Capital Advisors, LLC
INCREASED31,60627,395+4,211+15%$2.7M$3.1M+$351.7K2026-10-30
Vima LLC
DECREASED31,40132,755-1,354-4%$3.2M$3.0M-$196.6K2026-10-23
Legacy Edge Advisors, LLC
INCREASED30,47025,735+4,735+18%$2.5M$2.9M+$405.6K2026-11-06
Ascentis Independent Advisors
NEW29,567—+29,567——$2.9M—2026-11-03
rebel Financial LLC
DECREASED27,04035,700-8,660-24%$3.5M$2.6M-$908.1K2026-11-04
Bill Few Associates, Inc.
INCREASED27,00226,233+769+3%$2.6M$2.6M+$21.5K2026-10-09
Nixon Peabody Trust Co
INCREASED26,80826,455+353+1%$2.6M$2.6M-$19.1K2026-10-23
HB Wealth Management, LLC
INCREASED26,22415,894+10,330+65%$1.6M$2.5M+$965.7K2026-10-23
Keystone Wealth Services, LLC
DECREASED26,11130,880-4,769-15%$3.0M$2.5M-$521.9K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED25,55621,976+3,580+16%$2.2M$2.5M+$301.6K2026-10-26
B. Riley Wealth Advisors, Inc.
NEW24,669—+24,669——$2.4M—2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED24,66424,977-313-1%$2.5M$2.4M-$80.4K2026-11-03
Northwest Wealth Advisors, LLC
INCREASED23,48420,587+2,897+14%$2.0M$2.3M+$238.4K2026-11-02
Semus Wealth Partners LLC
DECREASED22,40122,901-500-2%$2.3M$2.2M-$94.3K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED22,28822,210+78+0%$2.2M$2.2M-$37.0K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED22,25224,163-1,911-8%$2.4M$2.1M-$233.1K2026-10-14
Schneider Downs Wealth Management Advisors, LP
DECREASED21,90122,959-1,058-5%$2.3M$2.1M-$148.3K2026-10-27
Econ Financial Services Corp
NEW21,769—+21,769——$2.1M—2026-10-19
Fermata Advisors, LLC
DECREASED21,75632,645-10,889-33%$3.2M$2.1M-$1.1M2026-10-13
Kennedy Investment Group, Inc.
INCREASED21,63317,204+4,429+26%$1.7M$2.1M+$393.2K2026-10-21
Elevation Wealth Management LLC
INCREASED21,46419,377+2,087+11%$1.9M$2.1M+$162.6K2026-11-02
Cambridge Advisors Inc.
INCREASED21,14320,164+979+5%$2.0M$2.0M+$54.0K2026-10-19
Heritage Wealth Management, Inc.
DECREASED20,36521,094-729-3%$2.1M$2.0M-$112.8K2026-10-28
Victory Financial Group, LLC
DECREASED20,07020,345-275-1%$2.0M$1.9M-$67.5K2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED19,10915,639+3,470+22%$692.8K$972.9K+$280.0K2026-11-04
Truist Financial Corp
DECREASED18,70419,078-374-2%$1.9M$1.8M-$74.5K2026-10-30
Vaquero Private Wealth, LTD
DECREASED18,61534,949-16,334-47%$3.4M$1.8M-$1.6M2026-10-27
Foundry Financial Group, Inc.
DECREASED18,349141,695-123,346-87%$14.0M$1.8M-$12.2M2026-10-28
Boyum Wealth Architects LLC
DECREASED17,87518,789-914-5%$1.8M$1.7M-$35.7K2026-10-06
Valmark Advisers, Inc.
INCREASED17,43016,668+762+5%$1.6M$1.7M+$40.1K2026-11-06
Carnegie Investment Counsel
INCREASED16,15315,898+255+2%$1.6M$1.6M-$7.3K2026-10-20
Unique Wealth, LLC
INCREASED16,00515,240+765+5%$1.5M$1.5M+$43.3K2026-10-16
Clear Creek Financial Management, LLC
DECREASED15,36315,449-86-1%$1.5M$1.5M-$39.4K2026-10-28
Ignite Planners, LLC
INCREASED15,23914,829+410+3%$1.5M$1.5M+$13.1K2026-10-14
USAdvisors Wealth Management, LLC
INCREASED15,13814,614+524+4%$1.4M$1.5K-$1.4M2026-10-21
Kestra Private Wealth Services, LLC
INCREASED14,17112,977+1,194+9%$1.3M$1.4M+$89.2K2026-11-06
Cabot Wealth Management Inc
NEW14,023—+14,023——$1.4M—2026-11-05
YHB Investment Advisors, Inc.
INCREASED13,81212,049+1,763+15%$1.2M$1.3M+$146.1K2026-10-08
3Chopt Investment Partners, LLC
INCREASED12,86912,820+49+0%$1.3M$1.2M-$21.0K2026-10-30
Creative Planning
INCREASED12,1474,914+7,233+147%$484.5K$1.2M+$688.6K2026-11-02
Lake Street Private Wealth, LLC
DECREASED11,60611,784-178-2%$1.2M$1.1M-$40.9K2026-10-22
Sutton Place Investors LLC
INCREASED11,60011,286+314+3%$1.1M$1.1M+$7.6K2026-10-20
WBH Advisory Inc
DECREASED11,43424,576-13,142-53%$2.4M$1.1M-$1.3M2026-11-05
KPP Advisory Services LLC
INCREASED11,2302,438+8,792+361%$240.4K$1.1M+$844.2K2026-10-26
Sovran Advisors, LLC
INCREASED11,16211,052+110+1%$998.8K$1.0M+$47.2K2026-11-02
Financial Partners Group, Inc
DECREASED11,15411,253-99-1%$1.1M$1.1M-$32.1K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED10,47910,894-415-4%$1.1M$1.0M-$62.0K2026-10-05
RFG Advisory, LLC
NEW10,334—+10,334——$998.1K—2026-11-03
Concurrent Investment Advisors, LLC
INCREASED10,0149,021+993+11%$889.4K$967.1K+$77.7K2026-10-16
Oppenheimer & Co Inc
INCREASED9,7399,221+518+6%$909.1K$940.6K+$31.5K2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED9,5239,52300%$938.9K$919.7K-$19.1K2026-10-26
Fagan Associates, Inc.
INCREASED9,3917,162+2,229+31%$706.1K$907.0K+$200.9K2026-10-13
Cobblestone Asset Management LLC
DECREASED9,25711,486-2,229-19%$1.1M$894.0K-$238.4K2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED9,2579,719-462-5%$958.2K$894.0K-$64.2K2026-10-23
SFG Wealth Management, Llc.
INCREASED8,8657,466+1,399+19%$736.0K$856.1K+$120.1K2026-10-23
John W. Brooker & Co., CPAs
DECREASED8,8539,367-514-5%$923.5K$855.0K-$68.5K2026-10-21
Procyon Advisors, LLC
UNCHANGED8,5308,53000%$841.0K$823.8K-$17.1K2026-10-21
Confluence Wealth Services, Inc.
DECREASED8,4148,538-124-1%$841.8K$812.6K-$29.1K2026-11-05
Wedbush Securities Inc
DECREASED8,1548,346-192-2%$823.0K$788-$822.2K2026-10-22
Vise Technologies, Inc.
DECREASED7,9778,457-480-6%$833.7K$770.4K-$63.4K2026-10-29
Fifth Third Bancorp
INCREASED6,8295,811+1,018+18%$572.9K$659.6K+$86.6K2026-11-05
Krilogy Financial LLC
INCREASED6,8066,388+418+7%$629.8K$664.1K+$34.3K2026-10-13
Creative Financial Designs Inc
DECREASED6,7597,087-328-5%$698.7K$652.8K-$45.9K2026-11-04
Level Four Advisory Services, LLC
DECREASED6,6058,717-2,112-24%$859.4K$637.9K-$221.5K2026-11-06
Platform Technology Partners
UNCHANGED6,5006,50000%$640.8K$627.8K-$13.1K2026-11-02
Intrua Financial, LLC
DECREASED6,0736,284-211-3%$619.6K$586.5K-$33.0K2026-10-28
Lido Advisors, LLC
DECREASED6,0009,450-3,450-37%$931.7K$579.5K-$352.2K2026-11-04
Independent Financial Group, LLC
DECREASED5,9856,017-32-1%$593.2K$578.0K-$15.2K2026-10-13
BIP Wealth, LLC
DECREASED5,8415,971-130-2%$588.7K$564.1K-$24.6K2026-10-22
First Premier Bank
UNCHANGED5,5435,54300%$546$535-$112026-10-13
Cooper Financial Group
DECREASED5,4607,178-1,718-24%$707.6K$527.3K-$180.4K2026-10-07
AdvisorNet Financial, Inc
DECREASED5,4547,697-2,243-29%$758.9K$520.4K-$238.5K2026-10-15
Asset One Wealth Management LLC
DECREASED5,4355,471-36-1%$525.8K$525.0K-$7962026-11-02
Wealthcare Advisory Partners LLC
DECREASED5,3355,660-325-6%$558.0K$515.3K-$42.8K2026-10-21
Opal Wealth Advisors, LLC
DECREASED5,3105,486-176-3%$540.9K$512.8K-$28.0K2026-10-16
Atticus Wealth Management, LLC
DECREASED5,2357,109-1,874-26%$700.9K$505.6K-$195.3K2026-10-20
Worth Financial Advisory Group, LLC
INCREASED5,0464,966+80+2%$489.6K$487.3K-$2.3K2026-10-19
Harbor Investment Advisory, LLC
INCREASED4,9474,668+279+6%$460.2K$477.8K+$17.6K2026-10-13
Private Trust Co NA
INCREASED4,9044,088+816+20%$403.0K$473.6K+$70.6K2026-10-20
Kuhn & Co Investment Counsel
UNCHANGED4,4334,43300%$437.1K$428.1K-$8.9K2026-10-29
VestGen Advisors, LLC
DECREASED4,3014,632-331-7%$456.7K$415.4K-$41.3K2026-10-27
Dynamic Advisor Solutions LLC
INCREASED4,2953,947+348+9%$389.1K$414.8K+$25.7K2026-10-13
Firethorn Wealth Partners, LLC
DECREASED4,2544,462-208-5%$439.9K$410.8K-$29.1K2026-10-14
ADG Wealth Management Group, LLC
UNCHANGED3,9693,96900%$391.4K$383.4K-$8.0K2026-10-23
Arwa LLC
DECREASED3,9215,555-1,634-29%$520.6K$382.1K-$138.5K2026-10-21
Retirement Planning Group, LLC
UNCHANGED3,6943,69400%$364.2K$356.8K-$7.4K2026-10-19
International Assets Investment Management, LLC
UNCHANGED3,6183,61800%$350.4K$349.8K-$6512026-11-02
Nautilus Advisors LLC
DECREASED3,5873,787-200-5%$366.7K$346.5K-$20.3K2026-10-07
HUB Investment Partners, LLC
DECREASED3,555411,446-407,891-99%$40.6M$343.3K-$40.2M2026-11-03
Westside Investment Management, Inc.
UNCHANGED3,5173,51700%$346.7K$343.6K-$3.2K2026-11-02
MBL Wealth, LLC
NEW3,493—+3,493——$337.4K—2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3,44317,733-14,290-81%$1.7M$332.5K-$1.4M2026-10-14
Emergent Wealth Advisors, LLC
DECREASED3,4054,910-1,505-31%$484.1K$328.9K-$155.2K2026-10-09
Oak Barrel Wealth Advisory LLC
DECREASED3,2726,268-2,996-48%$618.0K$316.0K-$302.0K2026-11-05
Simplicity Wealth,LLC
DECREASED3,2364,764-1,528-32%$469.7K$312.5K-$157.2K2026-10-23
Capital Management Associates, Inc
NEW3,197—+3,197——$308.8K—2026-10-20
Luts & Greenleigh Group, Inc.
INCREASED3,0662,856+210+7%$281.6K$296.1K+$14.5K2026-11-05
Aegis Wealth Management, Inc.
INCREASED3,0142,181+833+38%$215.0K$291.1K+$76.1K2026-10-26
Park Avenue Securities LLC
INCREASED2,9312,835+96+3%$280.0K$283-$279.7K2026-10-26
Saxon Interests, Inc.
UNCHANGED2,9172,91700%$287.6K$281.7K-$5.9K2026-10-26
Plan Group Financial, LLC
DECREASED2,8873,892-1,005-26%$383.7K$271.1K-$112.6K2026-10-22
Essential Investment Partners LLC
INCREASED2,8612,774+87+3%$273.4K$276.3K+$2.8K2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW2,633—+2,633——$254.3K—2026-10-16
MBA Advisors LLC
DECREASED2,6252,650-25-1%$261.3K$253.5K-$7.7K2026-10-29
Kelly Financial Services LLC
INCREASED2,4882,455+33+1%$242.0K$240.3K-$1.7K2026-10-20
Gill Capital Partners, LLC
UNCHANGED2,3532,35300%$232.0K$227.3K-$4.7K2026-10-13
Fisher Asset Management, LLC
NEW2,339—+2,339——$226.0K—2026-11-06
Winebrenner Capital Management LLC
INCREASED2,2992,276+23+1%$224.4K$222.0K-$2.4K2026-10-07
SeaCrest Wealth Management, LLC
NEW2,243—+2,243——$216.6K—2026-10-21
NewSquare Capital LLC
NEW2,174—+2,174——$210.0K—2026-11-06
Roof Eidam Maycock Peralta, LLC
UNCHANGED2,1102,11000%$208.0K$203.8K-$4.2K2026-10-15
Assetmark, Inc
INCREASED1,856463+1,393+301%$45.6K$179.3K+$133.6K2026-10-21
Root Financial Partners, LLC
NEW1,743—+1,743——$168.3K—2026-10-21
Parallel Advisors, LLC
UNCHANGED1,3001,30000%$128.2K$125.6K-$2.6K2026-11-03
Allworth Financial LP
INCREASED1,11912+1,107+9225%$1.2K$110.4K+$109.2K2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED93993900%$92.6K$90.7K-$1.9K2026-11-05
CoreCap Advisors, LLC
INCREASED914903+11+1%$89.0K$88.3K-$7532026-10-08
Country Trust Bank
UNCHANGED77877800%$76.7K$75.1K-$1.6K2026-10-30
US Bancorp \de\
INCREASED758154+604+392%$15.2K$73.2K+$58.0K2026-11-05
Godsey & Gibb, Inc
UNCHANGED70070000%$69.0K$67.6K-$1.4K2026-10-14
Register Financial Advisors LLC
NEW684—+684——$66.1K—2026-10-23
Key Capital Management, Inc
NEW631—+631——$60.9K—2026-11-03
Acumen Wealth Advisors, LLC
NEW619—+619——$59.8K—2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED606132+474+359%$12.6K$59.3K+$46.7K2026-11-04
Community Bank, N.A.
UNCHANGED59759700%$58.9K$57.7K-$1.2K2026-11-06
Portfolio Resources Advisor Group, Inc.
DECREASED5631,303-740-57%$128.5K$54.4K-$74.1K2026-10-20
TD Waterhouse Canada Inc.
INCREASED486227+259+114%$22.0K$47.0K+$25.0K2026-10-16
Capital Investment Advisory Services, LLC
NEW428—+428——$41.3K—2026-10-30
Rossby Financial, LCC
UNCHANGED42642600%$42.0K$41.1K-$8562026-11-05
GK Wealth Management LLC
DECREASED32510,644-10,319-97%$1.0M$31.4K-$1.0M2026-10-09
Financial Consulate, Inc
NEW310—+310——$29.9K—2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED30030000%$29.6K$29.0K-$6032026-10-23
Gamma Investing LLC
UNCHANGED29529500%$29.1K$28.5K-$5932026-10-08
Horizon Financial Services, LLC
NEW294—+294——$28.4K—2026-11-04
Pflug Koory, LLC
UNCHANGED27127100%$26.7K$26.2K-$5452026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED26826800%$26.4K$25.9K-$5392026-11-04
Spire Wealth Management
INCREASED243237+6+3%$23.4K$23.5K+$1032026-10-30
Latitude Advisors, LLC
NEW230—+230——$22.2K—2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW225—+225——$22—2026-10-14
CX Institutional
UNCHANGED18718700%$18$18$02026-10-02
City State Bank
UNCHANGED15015000%$14.8K$14.5K-$3022026-10-20
SJS Investment Consulting Inc.
UNCHANGED12012000%$11.8K$11.6K-$2412026-10-26
Bare Financial Services, Inc
UNCHANGED11811800%$11.6K$11.4K-$2382026-11-04
Russell Investments Group, Ltd.
DECREASED116204-88-43%$20.1K$11.2K-$8.9K2026-11-06
Lanark Financial, Inc.
UNCHANGED959500%$9.4K$9.2K-$1912026-10-26
Rosenberg Matthew Hamilton
UNCHANGED606000%$5.9K$5.8K-$1202026-10-05
Brown, Lisle Ings, Inc.
NEW59—+59——$5.7K—2026-10-16
McCarley & Cook Financial Planners
UNCHANGED393900%$3.8K$3.8K-$782026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED3840-2-5%$3.9K$3.7K-$2732026-10-23
Clearstead Advisors, LLC
UNCHANGED282800%$2.8K$2.7K-$562026-11-06
SBI Securities Co., Ltd.
DECREASED2328-5-18%$2.8K$2.2K-$5402026-10-22
Mcdonald Partners LLC
UNCHANGED171700%$1.7K$1.6K-$342026-11-03
Nvwm, LLC
UNCHANGED151500%$1.5K$1.4K-$302026-10-14
Barrett & Company, Inc.
UNCHANGED8800%$790$774-$162026-10-22
Alpha Advisors, LLC
CLOSED060,633-60,633-100%$6.0M$0-$6.0M2026-10-19
TBH Global Asset Management, LLC
CLOSED044,476-44,476-100%$4.4M$0-$4.4M2026-11-03
Providence First Trust Co
CLOSED012,795-12,795-100%$1.3M$0-$1.3M2026-11-02
Empire Life Investments Inc.
CLOSED010,738-10,738-100%$1.1M$0-$1.1M2026-11-06
New Wave Wealth Advisors LLC
CLOSED08,597-8,597-100%$847.6K$0-$847.6K2026-10-19
Wagner Wealth Management, Corp
CLOSED05,360-5,360-100%$528.4K$0-$528.4K2026-10-20
Mission Wealth Management, LP
CLOSED04,285-4,285-100%$422.5K$0-$422.5K2026-10-15
Strategic Planning Group, LLC
CLOSED02,273-2,273-100%$224.2K$0-$224.2K2026-10-22
Cornerstone Planning Group LLC
CLOSED0965-965-100%$91.3K$0-$91.3K2026-10-16
Zions Bancorporation, National Association
CLOSED0353-353-100%$34.8K$0-$34.8K2026-11-06
Valley Wealth Managers, Inc.
CLOSED0307-307-100%$30.3K$0-$30.3K2026-10-09
Abound Wealth Management
CLOSED048-48-100%$4.7K$0-$4.7K2026-10-26
Signature Resources Capital Management, LLC
CLOSED046-46-100%$4.5K$0-$4.5K2026-10-16
Trust Co of Vermont
CLOSED037-37-100%$3.6K$0-$3.6K2026-10-21
Highline Wealth Partners LLC
CLOSED022-22-100%$2.2K$0-$2.2K2026-10-19
JPMorgan Chase & Co
N/A—11,862,545-11,862,545-100%$1.1B———
Captrust Financial Advisors
N/A—4,399,109-4,399,109-100%$433.7M———
Raymond James Financial Inc
N/A—4,055,025-4,055,025-100%$399.8M———
Ameriprise Financial Inc
N/A—4,022,127-4,022,127-100%$396.6M———
Jones Financial Companies Lllp
N/A—3,383,745-3,383,745-100%$318.2M———
Bank of America Corp
N/A—2,505,634-2,505,634-100%$247.0M———
UBS Group AG
N/A—1,354,176-1,354,176-100%$133.5M———
Royal Bank of Canada
N/A—1,353,914-1,353,914-100%$133.5M———
Cetera Investment Advisers
N/A—1,294,276-1,294,276-100%$127.6M———
Janney Montgomery Scott LLC
N/A—1,270,516-1,270,516-100%$125.3M———
Envestnet Asset Management Inc
N/A—1,190,363-1,190,363-100%$117.4M———
Wells Fargo & Company
N/A—1,122,378-1,122,378-100%$110.7M———
Private Advisor Group, LLC
N/A—1,095,108-1,095,108-100%$108.0M———
Osaic Holdings, Inc.
N/A—923,634-923,634-100%$91.1M———
Integrated Wealth Concepts LLC
N/A—688,667-688,667-100%$67.9M———
Focus Partners Wealth
N/A—680,124-680,124-100%$67.1M———
American Trust
N/A—616,315-616,315-100%$60.8M———
Great Valley Advisor Group, Inc.
N/A—578,497-578,497-100%$57.0M———
Stifel Financial Corp
N/A—532,643-532,643-100%$52.5M———
Vestmark Advisory Solutions, Inc.
N/A—523,837-523,837-100%$51.6M———
Stratos Wealth Partners, Ltd.
N/A—467,890-467,890-100%$46.1M———
FMR LLC
N/A—420,635-420,635-100%$41.5M———
HighTower Advisors, LLC
N/A—369,468-369,468-100%$36.4M———
Kintra Wealth, LLC
N/A—327,929-327,929-100%$31.8M———
Sequoia Financial Advisors, LLC
N/A—278,090-278,090-100%$27.4M———
MML Investors Services, LLC
N/A—258,950-258,950-100%$25.5M———
Rockefeller Capital Management L.P.
N/A—214,888-214,888-100%$21.2M———
Tradition Wealth Management, LLC
N/A—202,549-202,549-100%$20.0M———
Cary Street Partners Financial LLC
N/A—200,994-200,994-100%$19.8M———
Resolute Wealth Strategies, LLC
N/A—166,483-166,483-100%$16.4M———
&partners
N/A—150,380-150,380-100%$14.9M———
UBS Asset Management Americas LLC
N/A—124,022-124,022-100%$12.2M———
Strategic Financial Concepts, LLC
N/A—113,876-113,876-100%$11.3M———
Natixis Advisors, LLC
N/A—112,779-112,779-100%$11.1M———
Aurdan Capital Management, LLC
N/A—88,063-88,063-100%$8.7M———
Western Wealth Management, LLC
N/A—87,995-87,995-100%$8.7M———
Kingsview Wealth Management, LLC
N/A—85,761-85,761-100%$8.5M———
Keyvantage Wealth, LLC
N/A—83,692-83,692-100%$8.3M———
Founders Financial Alliance, LLC
N/A—68,988-68,988-100%$6.8M———
Morgan Stanley
N/A—68,858-68,858-100%$6.8M———
Yarger Wealth Strategies, LLC
N/A—68,401-68,401-100%$6.6M———
WCG Wealth Advisors LLC
N/A—67,678-67,678-100%$6.7M———
Modern Wealth Management, LLC
N/A—66,222-66,222-100%$6.5M———
Potentia Wealth
N/A—65,922-65,922-100%$6.5M———
NewEdge Advisors, LLC
N/A—57,949-57,949-100%$5.7M———
Geneos Wealth Management Inc.
N/A—57,524-57,524-100%$5.7M———
Stephens Inc
N/A—56,826-56,826-100%$5.6M———
Argent Trust Co
N/A—56,759-56,759-100%$5.6M———
CreativeOne Wealth, LLC
N/A—55,792-55,792-100%$5.5M———
Cary Street Partners Investment Advisory LLC
N/A—54,312-54,312-100%$5.4M———
Equitable Holdings, Inc.
N/A—52,698-52,698-100%$5.2M———
Motco
N/A—51,024-51,024-100%$5.0M———
IFG Advisory, LLC
N/A—50,427-50,427-100%$5.0M———
IHT Wealth Management, LLC
N/A—45,615-45,615-100%$4.5M———
Savvy Advisors, Inc.
N/A—41,908-41,908-100%$4.1M———
D. E. Shaw & Co., Inc.
N/A—40,957-40,957-100%$4.0M———
Perennial Investment Advisors, LLC
N/A—36,706-36,706-100%$3.6M———
Northwestern Mutual Wealth Management Co
N/A—35,812-35,812-100%$3.5M———
5T Wealth, LLC
N/A—30,153-30,153-100%$3.0M———
Global Retirement Partners, LLC
N/A—27,537-27,537-100%$2.7M———
Hopwood Nicholas Hunter
N/A—24,918-24,918-100%$2.5M———
Mariner, LLC
N/A—23,761-23,761-100%$2.3M———
Pinnacle Financial Partners, Inc.
N/A—23,182-23,182-100%$2.3M———
BFC Planning, Inc.
N/A—23,147-23,147-100%$2.3M———
CIBC World Market Inc.
N/A—20,103-20,103-100%$2.0M———
AQR Capital Management LLC
N/A—19,802-19,802-100%$2.0M———
Susquehanna International Group, LLP
N/A—19,134-19,134-100%$1.9M———
OneDigital Investment Advisors LLC
N/A—18,430-18,430-100%$1.8M———
Smith, Moore & Co.
N/A—18,178-18,178-100%$1.8M———
Wealthspire Advisors, LLC
N/A—18,008-18,008-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—17,062-17,062-100%$1.7M———
Benjamin Edwards Inc
N/A—16,681-16,681-100%$1.6M———
Snowden Capital Advisors LLC
N/A—15,095-15,095-100%$1.5M———
Jane Street Group, LLC
N/A—14,585-14,585-100%$1.4M———
Summit Financial, LLC
N/A—14,157-14,157-100%$1.4M———
Axis Wealth Partners, LLC
N/A—14,129-14,129-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—13,370-13,370-100%$1.3M———
Twin Peaks Wealth Advisors, LLC
N/A—12,996-12,996-100%$1.3M———
HRT Financial LP
N/A—12,519-12,519-100%$1.2M———
Advisory Services Network, LLC
N/A—12,292-12,292-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—12,019-12,019-100%$1.2M———
Eldridge Investment Advisors, Inc.
N/A—11,514-11,514-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—10,739-10,739-100%$1.1M———
Composition Wealth, LLC
N/A—10,592-10,592-100%$1.0M———
First National Bank & Trust Co of Newtown
N/A—10,502-10,502-100%$962.8K———
Northern Trust Corp
N/A—10,462-10,462-100%$1.0M———
Gotham Asset Management, LLC
N/A—10,440-10,440-100%$1.0M———
Wayfinding Financial, LLC
N/A—9,794-9,794-100%$965.0K———
Lakeridge Wealth Management LLC
N/A—9,639-9,639-100%$950.3K———
Barnes Wealth Management Group, Inc
N/A—9,507-9,507-100%$937.3K———
Evergreen Wealth Partners LLC
N/A—9,472-9,472-100%$933.8K———
Sanctuary Advisors, LLC
N/A—9,328-9,328-100%$919.7K———
Mercer Global Advisors Inc
N/A—8,706-8,706-100%$858.3K———
Essex Financial Services, Inc.
N/A—8,063-8,063-100%$795.0K———
Barnes Pettey Financial Advisors, LLC
N/A—7,757-7,757-100%$764.8K———
Cofg Advisors, LLC
N/A—7,367-7,367-100%$726.3K———
Mayflower Financial Advisors, LLC
N/A—6,899-6,899-100%$680.2K———
Harbour Investments, Inc.
N/A—6,798-6,798-100%$670.3K———
Greenline Wealth Management LLC
N/A—6,498-6,498-100%$640.6K———
Gateway Wealth Partners, LLC
N/A—6,137-6,137-100%$605.1K———
Marshall Investment Management, LLC
N/A—6,064-6,064-100%$597.8K———
SBI Okasan Asset Management Co.Ltd.
N/A—5,239-5,239-100%$507.5K———
Park Place Capital Corp
N/A—5,107-5,107-100%$503.5K———
MAI Capital Management
N/A—4,654-4,654-100%$458.8K———
Fourth Dimension Wealth, LLC
N/A—4,100-4,100-100%$404.2K———
Quantinno Capital Management LP
N/A—4,043-4,043-100%$398.7K———
Principal Securities, Inc.
N/A—3,978-3,978-100%$392.2K———
World Investment Advisors
N/A—3,964-3,964-100%$338.8K———
Rollins Financial Advisors, LLC
N/A—3,851-3,851-100%$379.7K———
AE Wealth Management LLC
N/A—3,662-3,662-100%$361.0K———
Van Diest Capital, LLC
N/A—3,642-3,642-100%$359.1K———
Brand Asset Management Group, Inc.
N/A—3,446-3,446-100%$339.8K———
EP Wealth Advisors, LLC
N/A—3,301-3,301-100%$325.4K———
Colonial Trust Co / SC
N/A—3,287-3,287-100%$324.1K———
GeoWealth Management, LLC
N/A—3,273-3,273-100%$322.7K———
Orion Porfolio Solutions, LLC
N/A—3,136-3,136-100%$309.2K———
Arkadios Wealth Advisors
N/A—3,118-3,118-100%$307.4K———
PFG Investments, LLC
N/A—2,895-2,895-100%$285.4K———
Trustmark Bank Trust Department
N/A—2,844-2,844-100%$280.4K———
Inspire Advisors, LLC
N/A—2,792-2,792-100%$275.3K———
Tulsa Wealth Advisors, Inc
N/A—2,683-2,683-100%$264.5K———
Empirical Asset Management, LLC
N/A—2,613-2,613-100%$257.6K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,612-2,612-100%$257.5K———
Integrated Investment Consultants, LLC
N/A—2,508-2,508-100%$247.3K———
Riverstone Advisors, LLC
N/A—2,388-2,388-100%$235.4K———
Keating Financial Advisory Services, Inc.
N/A—2,350-2,350-100%$231.7K———
Continuum Advisory, LLC
N/A—2,226-2,226-100%$219.5K———
Qube Research & Technologies Ltd
N/A—2,098-2,098-100%$206.8K———
Truepoint, Inc.
N/A—2,076-2,076-100%$204.7K———
Cozad Asset Management Inc
N/A—2,058-2,058-100%$202.9K———
Centaurus Financial, Inc.
N/A—1,976-1,976-100%$195.0K———
Crewe Advisors LLC
N/A—1,811-1,811-100%$178.5K———
Capital Analysts, LLC
N/A—1,729-1,729-100%$170.0K———
Whittier Trust Co of Nevada Inc
N/A—1,585-1,585-100%$150.4K———
Vanguard Advisers Inc
N/A—1,471-1,471-100%$145.0K———
BlackRock, Inc.
N/A—1,419-1,419-100%$139.9K———
Ameriflex Group, Inc.
N/A—858-858-100%$84.6K———
Tower Research Capital LLC (TRC)
N/A—809-809-100%$79.8K———
Aptus Capital Advisors, LLC
N/A—781-781-100%$77.0K———
Bank of Montreal
N/A—771-771-100%$76.0K———
Huntington National Bank
N/A—740-740-100%$73.0K———
Steigerwald, Gordon & Koch Inc.
N/A—630-630-100%$62.1K———
O'shaughnessy Asset Management, LLC
N/A—488-488-100%$48.1K———
Synergy Investment Management, LLC
N/A—470-470-100%$46.4K———
Beaird Harris Wealth Management, LLC
N/A—466-466-100%$45.9K———
LGT Financial Advisors LLC
N/A—458-458-100%$45.1K———
Brown Brothers Harriman & Co
N/A—334-334-100%$32.9K———
Medallion Wealth Advisors, LLC
N/A—300-300-100%$29.6K———
Aventura Private Wealth, LLC
N/A—170-170-100%$16.8K———
Glen Eagle Advisors, LLC
N/A—105-105-100%$10.4K———
IMA Advisory Services, Inc.
N/A—75-75-100%$7.4K———
Smartleaf Asset Management LLC
N/A—65-65-100%$6.3K———
Greykasell Wealth Strategies, Inc.
N/A—51-51-100%$5.0K———
Caldwell Sutter Capital, Inc.
N/A—10-10-100%$986———
Atlantic Union Bankshares Corp
N/A—3-3-100%$297———
Showing 396 of 396 institutions