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John Hancock Multi Fact Mid (JHMM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares1,847,266 from 1,748,863
Change+98,403 (+6%)
Value$132.1M (+$984.7K)
Filed 2026-11-02
Financial Management Professionals, Inc.
INCREASED
Shares817,056 from 808,540
Change+8,516 (+1%)
Value$58.4M (-$2.2M)
Filed 2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED
Shares573,987 from 572,359
Change+1,628 (+0%)
Value$41.0M (-$1.9M)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares534,427 from 516,384
Change+18,043 (+3%)
Value$38.5M (-$238.0K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
DECREASED
Shares458,766 from 685,861
Change-227,095 (-33%)
Value$32.8M (-$18.6M)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED
Shares350,254 from 423,460
Change-73,206 (-17%)
Value$25.0M (-$6.7M)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares349,259 from 344,277
Change+4,982 (+1%)
Value$25.0M (-$835.0K)
Filed 2026-10-13
KPP Advisory Services LLC
INCREASED
Shares275,678 from 269,833
Change+5,845 (+2%)
Value$19.7M (-$515.4K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares205,667 from 212,619
Change-6,952 (-3%)
Value$14.7M (-$1.2M)
Filed 2026-11-05
Choice Wealth Advisors LLC
INCREASED
Shares202,553 from 201,271
Change+1,282 (+1%)
Value$14.5M (-$604.7K)
Filed 2026-10-16
MCF Advisors LLC
DECREASED
Shares195,893 from 234,236
Change-38,343 (-16%)
Value$14.0M (-$3.6M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares190,779 from 240,356
Change-49,577 (-21%)
Value$13.6K (-$18.0M)
Filed 2026-11-02
Baker Ellis Asset Management LLC
DECREASED
Shares183,875 from 189,511
Change-5,636 (-3%)
Value$13.1M (-$1.1M)
Filed 2026-10-14
DWM Financial Group, Inc.
DECREASED
Shares179,134 from 204,728
Change-25,594 (-12%)
Value$12.8M (-$597.5K)
Filed 2026-10-28
Enzi Wealth
DECREASED
Shares176,848 from 177,127
Change-279 (0%)
Value$12.9M (-$197.5K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares169,040 from 98,814
Change+70,226 (+71%)
Value$12.1M (+$4.7M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares153,446 from 130,867
Change+22,579 (+17%)
Value$11.0M (+$1.2M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares144,273 from 87,187
Change+57,086 (+65%)
Value$10.3M (+$3.8M)
Filed 2026-11-06
46 Peaks LLC
DECREASED
Shares139,145 from 149,917
Change-10,772 (-7%)
Value$9.9M (-$1.3M)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
INCREASED
Shares129,502 from 119,708
Change+9,794 (+8%)
Value$9.3M (+$286.1K)
Filed 2026-10-21
Linscomb Wealth, Inc.
INCREASED
Shares106,572 from 104,079
Change+2,493 (+2%)
Value$7.6M (-$181.9K)
Filed 2026-11-05
Chilton Capital Management LLC
DECREASED
Shares90,546 from 127,601
Change-37,055 (-29%)
Value$6.5M (-$3.1M)
Filed 2026-10-28
Hixon Zuercher, LLC
DECREASED
Shares89,628 from 152,829
Change-63,201 (-41%)
Value$6.4M (-$5.0M)
Filed 2026-10-13
Fragasso Financial Advisors Inc
DECREASED
Shares88,837 from 90,020
Change-1,183 (-1%)
Value$6.5M (-$252.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares82,862 from 83,224
Change-362 (0%)
Value$5.9M (-$313.9K)
Filed 2026-10-14
AlphaCore Capital LLC
UNCHANGED
Shares81,930 from 81,930
Change0 (0%)
Value$5.9M (-$283.5K)
Filed 2026-11-04
FMA Wealth Management, LLC
INCREASED
Shares81,514 from 81,410
Change+104 (+0%)
Value$5.8M (-$274.3K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED
Shares77,371 from 77,710
Change-339 (0%)
Value$5.5M (-$293.1K)
Filed 2026-10-29
Wetzel Investment Advisors, Inc.
INCREASED
Shares72,859 from 68,521
Change+4,338 (+6%)
Value$5.2M (+$73.1K)
Filed 2026-10-13
Advisortrust Partners, LLC
UNCHANGED
Shares67,359 from 67,359
Change0 (0%)
Value$4.8M (-$233.1K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares65,445 from 32,836
Change+32,609 (+99%)
Value$4.7M (+$2.2M)
Filed 2026-11-05
Frederick Financial Consultants, LLC
INCREASED
Shares65,159 from 63,355
Change+1,804 (+3%)
Value$4.7M (-$90.2K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
DECREASED
Shares65,136 from 65,173
Change-37 (0%)
Value$4.7M (-$56.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares62,542 from 61,165
Change+1,377 (+2%)
Value$4.5M (-$113.2K)
Filed 2026-10-08
ERn Financial, LLC
INCREASED
Shares59,701 from 58,812
Change+889 (+2%)
Value$4.3M (-$139.9K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares58,153 from 56,895
Change+1,258 (+2%)
Value$4.2M (-$106.9K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
INCREASED
Shares57,862 from 57,762
Change+100 (+0%)
Value$4.1K (-$193)
Filed 2026-10-27
Dorval Corp
INCREASED
Shares54,179 from 50,610
Change+3,569 (+7%)
Value$3.9M (+$80.1K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares50,130 from 47,101
Change+3,029 (+6%)
Value$3.6M (+$53.6K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares44,262 from 43,923
Change+339 (+1%)
Value$3.2M (-$127.7K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
DECREASED
Shares43,576 from 45,753
Change-2,177 (-5%)
Value$3.1M (-$314.0K)
Filed 2026-11-04
FFG Retirement Advisors LLC
DECREASED
Shares42,572 from 42,824
Change-252 (-1%)
Value$3.0M (-$166.2K)
Filed 2026-10-20
Iams Wealth Management, LLC
DECREASED
Shares42,548 from 49,580
Change-7,032 (-14%)
Value$3.0M (-$674.3K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
INCREASED
Shares42,129 from 41,953
Change+176 (+0%)
Value$3.0M (-$132.6K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares40,796 from 41,235
Change-439 (-1%)
Value$2.9M (-$174.0K)
Filed 2026-10-27
Interchange Capital Partners, LLC
INCREASED
Shares38,546 from 37,997
Change+549 (+1%)
Value$2.8M (-$92.2K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares37,982 from 33,387
Change+4,595 (+14%)
Value$2.7M (+$213.0K)
Filed 2026-10-08
Henderson Brothers Financial Partners, LLC
INCREASED
Shares37,428 from 36,565
Change+863 (+2%)
Value$2.7M (-$64.8K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares36,809 from 36,491
Change+318 (+1%)
Value$2.6M (-$103.5K)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares34,483 from 33,226
Change+1,257 (+4%)
Value$2.5M (-$25.1K)
Filed 2026-10-15
Parsons Capital Management Inc
INCREASED
Shares33,734 from 32,952
Change+782 (+2%)
Value$2.4M (-$58.1K)
Filed 2026-10-28
BankPlus Wealth Management LLC
DECREASED
Shares29,274 from 30,511
Change-1,237 (-4%)
Value$2.1M (-$194.4K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares29,160 from 29,890
Change-730 (-2%)
Value$2.1M (-$155.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
DECREASED
Shares27,712 from 27,806
Change-94 (0%)
Value$2.0M (-$78.2K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares27,503 from 27,903
Change-400 (-1%)
Value$2.0M (-$125.1K)
Filed 2026-10-28
Jnba Financial Advisors
DECREASED
Shares27,483 from 27,928
Change-445 (-2%)
Value$2.0M (-$128.4K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED
Shares27,355 from 27,355
Change0 (0%)
Value$2.0M (-$94.6K)
Filed 2026-10-07
Laurel OAK Wealth Management, LLC
DECREASED
Shares26,158 from 26,476
Change-318 (-1%)
Value$1.9M (-$114.4K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
DECREASED
Shares26,060 from 35,500
Change-9,440 (-27%)
Value$1.9M (-$797.8K)
Filed 2026-10-29
SpringVest Wealth Management LLC
INCREASED
Shares25,321 from 23,551
Change+1,770 (+8%)
Value$1.8M (+$45.1K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares24,640 from 24,358
Change+282 (+1%)
Value$1.8M (-$64.1K)
Filed 2026-10-28
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares23,922 from 24,489
Change-567 (-2%)
Value$1.7M (-$125.3K)
Filed 2026-10-29
Moneco Advisors, LLC
DECREASED
Shares23,577 from 23,811
Change-234 (-1%)
Value$1.7M (-$99.1K)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares23,519 from 21,746
Change+1,773 (+8%)
Value$1.7M (+$51.5K)
Filed 2026-10-08
Magnus Financial Group LLC
INCREASED
Shares23,479 from 23,457
Change+22 (+0%)
Value$1.7M (-$79.6K)
Filed 2026-10-21
TME Financial, Inc.
DECREASED
Shares23,061 from 23,273
Change-212 (-1%)
Value$1.6M (-$95.7K)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
DECREASED
Shares22,629 from 26,724
Change-4,095 (-15%)
Value$1.6M (-$385.3K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares20,723 from 20,954
Change-231 (-1%)
Value$1.5M (-$89.0K)
Filed 2026-11-04
Signature Equity Partners, LLC
DECREASED
Shares20,299 from 27,857
Change-7,558 (-27%)
Value$1.5M (-$636.8K)
Filed 2026-10-29
Arwa LLC
INCREASED
Shares20,141 from 4,006
Change+16,135 (+403%)
Value$1.5M (+$1.2M)
Filed 2026-10-21
Avaii Wealth Management, LLC
DECREASED
Shares20,069 from 20,128
Change-59 (0%)
Value$1.5M (-$51.0K)
Filed 2026-10-09
Gilliland Jeter Wealth Management LLC
INCREASED
Shares17,595 from 15,394
Change+2,201 (+14%)
Value$1.3M (+$104.1K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares17,469 from 19,956
Change-2,487 (-12%)
Value$1.2M (-$246.9K)
Filed 2026-10-16
Hill Island Financial LLC
DECREASED
Shares16,523 from 16,530
Change-7 (0%)
Value$1.2M (-$57.7K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares15,421 from 15,421
Change0 (0%)
Value$1.1M (-$53.4K)
Filed 2026-10-27
Sanchez Wealth Management Group
DECREASED
Shares14,400 from 185,722
Change-171,322 (-92%)
Value$1.0M (-$12.9M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares12,542 from 13,110
Change-568 (-4%)
Value$896.8K (-$86.0K)
Filed 2026-11-02
Perigon Wealth Management, LLC
UNCHANGED
Shares11,914 from 11,914
Change0 (0%)
Value$851.8K (-$41.2K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares11,535 from 11,320
Change+215 (+2%)
Value$824.8K (-$23.8K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,058 from 10,149
Change+909 (+9%)
Value$803.6K (+$50.7K)
Filed 2026-10-13
SigFig Wealth Management, LLC
DECREASED
Shares10,655 from 10,792
Change-137 (-1%)
Value$761.8K (-$44.7K)
Filed 2026-10-07
Level Four Advisory Services, LLC
NEW
Shares10,576
Change+10,576
Value$756.2K
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares10,425 from 9,596
Change+829 (+9%)
Value$745.4K (+$26.1K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares10,030 from 10,030
Change0 (0%)
Value$717.1K (-$34.7K)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares9,695 from 9,048
Change+647 (+7%)
Value$693.2K (+$15.0K)
Filed 2026-11-05
EPG Wealth Management LLC
UNCHANGED
Shares8,681 from 8,681
Change0 (0%)
Value$620.7K (-$30.0K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares8,363 from 8,200
Change+163 (+2%)
Value$598.0K (-$16.7K)
Filed 2026-10-20
Tenet Wealth Partners, LLC
DECREASED
Shares8,191 from 8,211
Change-20 (0%)
Value$585.7K (-$23.8K)
Filed 2026-10-19
Independence Financial Advisors, LLC
UNCHANGED
Shares8,036 from 8,036
Change0 (0%)
Value$574.5K (-$27.8K)
Filed 2026-10-08
Quad-Cities Investment Group, LLC
DECREASED
Shares7,920 from 8,006
Change-86 (-1%)
Value$566.3K (-$33.8K)
Filed 2026-10-16
Ethic Inc.
INCREASED
Shares7,611 from 4,453
Change+3,158 (+71%)
Value$544.2K (+$210.4K)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
UNCHANGED
Shares7,425 from 7,425
Change0 (0%)
Value$530.9K (-$25.7K)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares7,329 from 7,024
Change+305 (+4%)
Value$524.0K (-$2.5K)
Filed 2026-10-21
Align Financial, LLC
INCREASED
Shares6,630 from 5,009
Change+1,621 (+32%)
Value$474.0K (+$98.6K)
Filed 2026-10-16
Synergy Asset Management, LLC
DECREASED
Shares6,419 from 7,010
Change-591 (-8%)
Value$459.0K (-$66.5K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares6,347 from 6,420
Change-73 (-1%)
Value$453.8K (-$27.4K)
Filed 2026-10-23
Weaver Consulting Group
INCREASED
Shares6,294 from 6,151
Change+143 (+2%)
Value$450.0K (-$11.1K)
Filed 2026-10-07
Key Client Fiduciary Advisors, LLC
DECREASED
Shares6,239 from 6,432
Change-193 (-3%)
Value$446.1K (-$36.0K)
Filed 2026-10-19
Compass Ion Advisors, LLC
DECREASED
Shares6,103 from 6,344
Change-241 (-4%)
Value$436.4K (-$39.2K)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares5,988 from 5,800
Change+188 (+3%)
Value$428.1K (-$6.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares5,946 from 7,641
Change-1,695 (-22%)
Value$434.3K (-$132.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares5,946 from 7,641
Change-1,695 (-22%)
Value$434.3K (-$132.9K)
Filed 2026-10-20
D.B. Root & Company, LLC
DECREASED
Shares5,693 from 5,771
Change-78 (-1%)
Value$407.0K (-$25.6K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares5,614 from 5,614
Change0 (0%)
Value$401.4K (-$19.4K)
Filed 2026-10-28
Orca Wealth Management, LLC
UNCHANGED
Shares5,576 from 5,576
Change0 (0%)
Value$398.7K (-$19.3K)
Filed 2026-10-14
Coastline Trust Co
DECREASED
Shares5,496 from 6,104
Change-608 (-10%)
Value$393.0K (-$64.6K)
Filed 2026-10-01
Sterling Wealth Management, Inc.
UNCHANGED
Shares5,429 from 5,429
Change0 (0%)
Value$388.2K (-$18.8K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares4,745 from 4,623
Change+122 (+3%)
Value$339.3K (-$7.3K)
Filed 2026-10-08
Vise Technologies, Inc.
NEW
Shares4,449
Change+4,449
Value$318.1K
Filed 2026-10-29
Indivisible Partners
UNCHANGED
Shares4,222 from 4,222
Change0 (0%)
Value$301.9K (-$14.6K)
Filed 2026-10-26
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares4,196 from 4,196
Change0 (0%)
Value$300.0K (-$14.5K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares4,077 from 3,708
Change+369 (+10%)
Value$291.5K (+$13.6K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares4,076 from 4,115
Change-39 (-1%)
Value$291.4K (-$17.0K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares3,889 from 8,004
Change-4,115 (-51%)
Value$278.1K (-$321.9K)
Filed 2026-11-05
Convergence Financial, LLC
DECREASED
Shares3,830 from 7,796
Change-3,966 (-51%)
Value$273.9K (-$310.5K)
Filed 2026-10-27
Balefire, LLC
UNCHANGED
Shares3,722 from 3,722
Change0 (0%)
Value$266.1K (-$12.9K)
Filed 2026-10-09
TFC Financial Management, Inc.
UNCHANGED
Shares3,490 from 3,490
Change0 (0%)
Value$249.6K (-$12.1K)
Filed 2026-10-26
Venture Visionary Partners LLC
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$248.6K (-$12.0K)
Filed 2026-10-07
Savant Capital, LLC
INCREASED
Shares3,356 from 3,211
Change+145 (+5%)
Value$240.0K (-$1.1K)
Filed 2026-11-06
Hoxton Planning & Management, LLC
DECREASED
Shares3,260 from 3,416
Change-156 (-5%)
Value$233.1K (-$23.0K)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares3,098 from 3,033
Change+65 (+2%)
Value$221.5K (-$5.8K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares3,068 from 5,112
Change-2,044 (-40%)
Value$225.9K (-$157.8K)
Filed 2026-11-04
StoneX Group Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$214.5K (-$10.4K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares2,978 from 2,997
Change-19 (-1%)
Value$213.0K (-$11.7K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
NEW
Shares2,950
Change+2,950
Value$210.9K
Filed 2026-11-02
MFG Investments, LLC
NEW
Shares2,910
Change+2,910
Value$208.1K
Filed 2026-10-30
Sutton Place Investors LLC
UNCHANGED
Shares2,897 from 2,897
Change0 (0%)
Value$207.1K (-$10.0K)
Filed 2026-10-20
Avior Wealth Management, LLC
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$206.7K (-$10.0K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares2,856 from 2,829
Change+27 (+1%)
Value$204.2K (-$7.9K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED
Shares2,377 from 2,377
Change0 (0%)
Value$170.0K (-$8.2K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$151.1K (-$7.3K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares1,633
Change+1,633
Value$116.8K
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$106.1K (-$5.1K)
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares1,402 from 1,402
Change0 (0%)
Value$100.2K (-$4.9K)
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$94.4K (-$4.6K)
Filed 2026-10-19
Bank & Trust Co
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$84.9K (-$4.1K)
Filed 2026-10-07
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$78.7K (-$3.8K)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$77.1K (-$3.7K)
Filed 2026-10-28
Gamma Investing LLC
NEW
Shares966
Change+966
Value$69.1K
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares883
Change+883
Value$63.1K
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares842
Change+842
Value$60.2K
Filed 2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$59.0K (-$2.9K)
Filed 2026-11-03
Monetary Solutions, Ltd
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$45.0K (-$2.2K)
Filed 2026-10-22
Blue Trust, Inc.
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$33.1K (-$1.6K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$32.5K (-$1.6K)
Filed 2026-11-06
Elyxium Wealth, LLC
NEW
Shares446
Change+446
Value$31.9K
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$28.6K (-$1.4K)
Filed 2026-10-23
Bank of New Hampshire
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$26.3K (-$1.3K)
Filed 2026-10-06
Chung Wu Investment Group, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$26.2K (-$1.3K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$21.2K (-$1.0K)
Filed 2026-11-04
Steph & Co
DECREASED
Shares263 from 274
Change-11 (-4%)
Value$18.8K (-$1.7K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$15.4K (-$743)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$13.9K (-$674)
Filed 2026-10-30
Pittenger & Anderson Inc
DECREASED
Shares146 from 438
Change-292 (-67%)
Value$10.4K (-$22.4K)
Filed 2026-11-02
Independence Bank of Kentucky
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$9.4K (-$457)
Filed 2026-10-26
Lanark Financial, Inc.
NEW
Shares125
Change+125
Value$8.9K
Filed 2026-10-26
Financial Consulate, Inc
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$7.4K (-$356)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$6.8K (-$329)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.4K (-$259)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.9K (-$235)
Filed 2026-10-13
Avion Wealth
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.4K (-$166)
Filed 2026-11-02
Tsfg, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2 ($0)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares10 from 265
Change-255 (-96%)
Value$715 (-$19.1K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$358 (-$17)
Filed 2026-10-23
Citigroup Inc
NEW
Shares1
Change+1
Value$72
Filed 2026-11-04
Guidance Capital, Inc
CLOSED
Shares0 from 7,332
Change-7,332 (-100%)
Value$0 (-$543.7K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,156
Change-5,156 (-100%)
Value$0 (-$386.5K)
Filed 2026-10-16
Presilium Private Wealth, LLC
CLOSED
Shares0 from 3,575
Change-3,575 (-100%)
Value$0 (-$268.0K)
Filed 2026-10-26
Smith Thornton Advisors LLC
CLOSED
Shares0 from 2,789
Change-2,789 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-16
Marino, Stram & Associates LLC
CLOSED
Shares0 from 2,709
Change-2,709 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$16.7K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$608)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 5,014,123
Change-5,014,123 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,000,962
Change-5,000,962 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,073,547
Change-4,073,547 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,805,245
Change-3,805,245 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,771,131
Change-3,771,131 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,203,414
Change-3,203,414 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,457,335
Change-2,457,335 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,173,659
Change-2,173,659 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,101,722
Change-2,101,722 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,429,049
Change-1,429,049 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,189,588
Change-1,189,588 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,040,771
Change-1,040,771 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,007,790
Change-1,007,790 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 910,954
Change-910,954 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 671,903
Change-671,903 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 630,958
Change-630,958 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 502,751
Change-502,751 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 435,756
Change-435,756 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 418,494
Change-418,494 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 347,933
Change-347,933 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 294,316
Change-294,316 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 282,568
Change-282,568 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 247,563
Change-247,563 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 240,881
Change-240,881 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 230,283
Change-230,283 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 212,600
Change-212,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 210,222
Change-210,222 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 190,400
Change-190,400 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 166,685
Change-166,685 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 159,268
Change-159,268 (-100%)
Value—
&partners
N/A
Shares— from 154,341
Change-154,341 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 151,432
Change-151,432 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 147,337
Change-147,337 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 136,734
Change-136,734 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 128,751
Change-128,751 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 114,002
Change-114,002 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 96,922
Change-96,922 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 94,501
Change-94,501 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 87,105
Change-87,105 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 76,376
Change-76,376 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 75,786
Change-75,786 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 63,526
Change-63,526 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,112
Change-60,112 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 59,863
Change-59,863 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 58,738
Change-58,738 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 46,094
Change-46,094 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 41,038
Change-41,038 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 40,512
Change-40,512 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 37,930
Change-37,930 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,400
Change-32,400 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,938
Change-31,938 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 29,857
Change-29,857 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 29,461
Change-29,461 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,262
Change-28,262 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 25,430
Change-25,430 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 25,305
Change-25,305 (-100%)
Value—
Betterment LLC
N/A
Shares— from 25,013
Change-25,013 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 20,837
Change-20,837 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 20,236
Change-20,236 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 20,214
Change-20,214 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,389
Change-19,389 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,063
Change-16,063 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 16,023
Change-16,023 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 15,798
Change-15,798 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,974
Change-14,974 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 12,976
Change-12,976 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,731
Change-12,731 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,447
Change-12,447 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,733
Change-11,733 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,689
Change-9,689 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,813
Change-7,813 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,790
Change-7,790 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 6,334
Change-6,334 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 931
Change-931 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 593
Change-593 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 565
Change-565 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 463
Change-463 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 446
Change-446 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Collier Financial
N/A
Shares— from 343
Change-343 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 85
Change-85 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 72
Change-72 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 44
Change-44 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21
Change-21 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4
Change-4 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,847,2661,748,863+98,403+6%$131.1M$132.1M+$984.7K2026-11-02
Financial Management Professionals, Inc.
INCREASED817,056808,540+8,516+1%$60.6M$58.4M-$2.2M2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED573,987572,359+1,628+0%$42.9M$41.0M-$1.9M2026-10-22
Thrivent Financial for Lutherans
INCREASED534,427516,384+18,043+3%$38.7M$38.5M-$238.0K2026-11-05
Amplius Wealth Advisors, LLC
DECREASED458,766685,861-227,095-33%$51.4M$32.8M-$18.6M2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED350,254423,460-73,206-17%$31.7M$25.0M-$6.7M2026-10-14
Dynamic Advisor Solutions LLC
INCREASED349,259344,277+4,982+1%$25.8M$25.0M-$835.0K2026-10-13
KPP Advisory Services LLC
INCREASED275,678269,833+5,845+2%$20.2M$19.7M-$515.4K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED205,667212,619-6,952-3%$15.9M$14.7M-$1.2M2026-11-05
Choice Wealth Advisors LLC
INCREASED202,553201,271+1,282+1%$15.1M$14.5M-$604.7K2026-10-16
MCF Advisors LLC
DECREASED195,893234,236-38,343-16%$17.6M$14.0M-$3.6M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED190,779240,356-49,577-21%$18.0M$13.6K-$18.0M2026-11-02
Baker Ellis Asset Management LLC
DECREASED183,875189,511-5,636-3%$14.2M$13.1M-$1.1M2026-10-14
DWM Financial Group, Inc.
DECREASED179,134204,728-25,594-12%$13.4M$12.8M-$597.5K2026-10-28
Enzi Wealth
DECREASED176,848177,127-2790%$13.1M$12.9M-$197.5K2026-10-14
Simplicity Wealth,LLC
INCREASED169,04098,814+70,226+71%$7.4M$12.1M+$4.7M2026-10-23
Kestra Advisory Services, LLC
INCREASED153,446130,867+22,579+17%$9.8M$11.0M+$1.2M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED144,27387,187+57,086+65%$6.5M$10.3M+$3.8M2026-11-06
46 Peaks LLC
DECREASED139,145149,917-10,772-7%$11.2M$9.9M-$1.3M2026-11-03
Newman Dignan & Sheerar, Inc.
INCREASED129,502119,708+9,794+8%$9.0M$9.3M+$286.1K2026-10-21
Linscomb Wealth, Inc.
INCREASED106,572104,079+2,493+2%$7.8M$7.6M-$181.9K2026-11-05
Chilton Capital Management LLC
DECREASED90,546127,601-37,055-29%$9.6M$6.5M-$3.1M2026-10-28
Hixon Zuercher, LLC
DECREASED89,628152,829-63,201-41%$11.5M$6.4M-$5.0M2026-10-13
Fragasso Financial Advisors Inc
DECREASED88,83790,020-1,183-1%$6.7M$6.5M-$252.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED82,86283,224-3620%$6.2M$5.9M-$313.9K2026-10-14
AlphaCore Capital LLC
UNCHANGED81,93081,93000%$6.1M$5.9M-$283.5K2026-11-04
FMA Wealth Management, LLC
INCREASED81,51481,410+104+0%$6.1M$5.8M-$274.3K2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED77,37177,710-3390%$5.8M$5.5M-$293.1K2026-10-29
Wetzel Investment Advisors, Inc.
INCREASED72,85968,521+4,338+6%$5.1M$5.2M+$73.1K2026-10-13
Advisortrust Partners, LLC
UNCHANGED67,35967,35900%$5.0M$4.8M-$233.1K2026-11-02
Fifth Third Bancorp
INCREASED65,44532,836+32,609+99%$2.5M$4.7M+$2.2M2026-11-05
Frederick Financial Consultants, LLC
INCREASED65,15963,355+1,804+3%$4.7M$4.7M-$90.2K2026-10-29
Chicago Partners Investment Group LLC
DECREASED65,13665,173-370%$4.8M$4.7M-$56.8K2026-10-27
Farther Finance Advisors, LLC
INCREASED62,54261,165+1,377+2%$4.6M$4.5M-$113.2K2026-10-08
ERn Financial, LLC
INCREASED59,70158,812+889+2%$4.4M$4.3M-$139.9K2026-10-28
Truist Financial Corp
INCREASED58,15356,895+1,258+2%$4.3M$4.2M-$106.9K2026-10-30
Capital Advisors, Ltd. LLC
INCREASED57,86257,762+100+0%$4.3K$4.1K-$1932026-10-27
Dorval Corp
INCREASED54,17950,610+3,569+7%$3.8M$3.9M+$80.1K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED50,13047,101+3,029+6%$3.5M$3.6M+$53.6K2026-10-16
Davenport & Co LLC
INCREASED44,26243,923+339+1%$3.3M$3.2M-$127.7K2026-10-14
Flynn Zito Capital Management, LLC
DECREASED43,57645,753-2,177-5%$3.4M$3.1M-$314.0K2026-11-04
FFG Retirement Advisors LLC
DECREASED42,57242,824-252-1%$3.2M$3.0M-$166.2K2026-10-20
Iams Wealth Management, LLC
DECREASED42,54849,580-7,032-14%$3.7M$3.0M-$674.3K2026-10-15
Onyx Bridge Wealth Group LLC
INCREASED42,12941,953+176+0%$3.1M$3.0M-$132.6K2026-10-16
WPG Advisers, LLC
DECREASED40,79641,235-439-1%$3.1M$2.9M-$174.0K2026-10-27
Interchange Capital Partners, LLC
INCREASED38,54637,997+549+1%$2.8M$2.8M-$92.2K2026-10-28
CoreCap Advisors, LLC
INCREASED37,98233,387+4,595+14%$2.5M$2.7M+$213.0K2026-10-08
Henderson Brothers Financial Partners, LLC
INCREASED37,42836,565+863+2%$2.7M$2.7M-$64.8K2026-11-03
Flagstar Securities, Inc
INCREASED36,80936,491+318+1%$2.7M$2.6M-$103.5K2026-10-15
Atria Investments, Inc
INCREASED34,48333,226+1,257+4%$2.5M$2.5M-$25.1K2026-10-15
Parsons Capital Management Inc
INCREASED33,73432,952+782+2%$2.5M$2.4M-$58.1K2026-10-28
BankPlus Wealth Management LLC
DECREASED29,27430,511-1,237-4%$2.3M$2.1M-$194.4K2026-10-13
Creative Financial Designs Inc
DECREASED29,16029,890-730-2%$2.2M$2.1M-$155.6K2026-11-04
International Assets Investment Management, LLC
DECREASED27,71227,806-940%$2.1M$2.0M-$78.2K2026-11-02
D.A. Davidson & Co.
DECREASED27,50327,903-400-1%$2.1M$2.0M-$125.1K2026-10-28
Jnba Financial Advisors
DECREASED27,48327,928-445-2%$2.1M$2.0M-$128.4K2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED27,35527,35500%$2.1M$2.0M-$94.6K2026-10-07
Laurel OAK Wealth Management, LLC
DECREASED26,15826,476-318-1%$2.0M$1.9M-$114.4K2026-10-19
Summit Wealth Group LLC / Co
DECREASED26,06035,500-9,440-27%$2.7M$1.9M-$797.8K2026-10-29
SpringVest Wealth Management LLC
INCREASED25,32123,551+1,770+8%$1.8M$1.8M+$45.1K2026-10-27
MGO One Seven LLC
INCREASED24,64024,358+282+1%$1.8M$1.8M-$64.1K2026-10-28
Gaddis Premier Wealth Advisors LLC
DECREASED23,92224,489-567-2%$1.8M$1.7M-$125.3K2026-10-29
Moneco Advisors, LLC
DECREASED23,57723,811-234-1%$1.8M$1.7M-$99.1K2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED23,51921,746+1,773+8%$1.6M$1.7M+$51.5K2026-10-08
Magnus Financial Group LLC
INCREASED23,47923,457+22+0%$1.8M$1.7M-$79.6K2026-10-21
TME Financial, Inc.
DECREASED23,06123,273-212-1%$1.7M$1.6M-$95.7K2026-10-14
Paragon Private Wealth Management, LLC
DECREASED22,62926,724-4,095-15%$2.0M$1.6M-$385.3K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED20,72320,954-231-1%$1.6M$1.5M-$89.0K2026-11-04
Signature Equity Partners, LLC
DECREASED20,29927,857-7,558-27%$2.1M$1.5M-$636.8K2026-10-29
Arwa LLC
INCREASED20,1414,006+16,135+403%$297.0K$1.5M+$1.2M2026-10-21
Avaii Wealth Management, LLC
DECREASED20,06920,128-590%$1.5M$1.5M-$51.0K2026-10-09
Gilliland Jeter Wealth Management LLC
INCREASED17,59515,394+2,201+14%$1.2M$1.3M+$104.1K2026-10-28
PFG Advisors
DECREASED17,46919,956-2,487-12%$1.5M$1.2M-$246.9K2026-10-16
Hill Island Financial LLC
DECREASED16,52316,530-70%$1.2M$1.2M-$57.7K2026-10-20
Rossmore Private Capital
UNCHANGED15,42115,42100%$1.2M$1.1M-$53.4K2026-10-27
Sanchez Wealth Management Group
DECREASED14,400185,722-171,322-92%$13.9M$1.0M-$12.9M2026-11-02
Creative Planning
DECREASED12,54213,110-568-4%$982.7K$896.8K-$86.0K2026-11-02
Perigon Wealth Management, LLC
UNCHANGED11,91411,91400%$893.1K$851.8K-$41.2K2026-10-22
Visionary Wealth Advisors
INCREASED11,53511,320+215+2%$848.6K$824.8K-$23.8K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED11,05810,149+909+9%$752.9K$803.6K+$50.7K2026-10-13
SigFig Wealth Management, LLC
DECREASED10,65510,792-137-1%$806.5K$761.8K-$44.7K2026-10-07
Level Four Advisory Services, LLC
NEW10,576—+10,576——$756.2K—2026-11-06
HB Wealth Management, LLC
INCREASED10,4259,596+829+9%$719.3K$745.4K+$26.1K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED10,03010,03000%$751.8K$717.1K-$34.7K2026-10-23
Vicus Capital
INCREASED9,6959,048+647+7%$678.2K$693.2K+$15.0K2026-11-05
EPG Wealth Management LLC
UNCHANGED8,6818,68100%$650.7K$620.7K-$30.0K2026-11-03
Private Trust Co NA
INCREASED8,3638,200+163+2%$614.7K$598.0K-$16.7K2026-10-20
Tenet Wealth Partners, LLC
DECREASED8,1918,211-200%$609.5K$585.7K-$23.8K2026-10-19
Independence Financial Advisors, LLC
UNCHANGED8,0368,03600%$602.3K$574.5K-$27.8K2026-10-08
Quad-Cities Investment Group, LLC
DECREASED7,9208,006-86-1%$600.1K$566.3K-$33.8K2026-10-16
Ethic Inc.
INCREASED7,6114,453+3,158+71%$333.8K$544.2K+$210.4K2026-11-03
Intelligence Driven Advisers, LLC
UNCHANGED7,4257,42500%$556.6K$530.9K-$25.7K2026-10-09
Assetmark, Inc
INCREASED7,3297,024+305+4%$526.5K$524.0K-$2.5K2026-10-21
Align Financial, LLC
INCREASED6,6305,009+1,621+32%$375.5K$474.0K+$98.6K2026-10-16
Synergy Asset Management, LLC
DECREASED6,4197,010-591-8%$525.5K$459.0K-$66.5K2026-11-05
Sigma Planning Corp
DECREASED6,3476,420-73-1%$481.2K$453.8K-$27.4K2026-10-23
Weaver Consulting Group
INCREASED6,2946,151+143+2%$461.1K$450.0K-$11.1K2026-10-07
Key Client Fiduciary Advisors, LLC
DECREASED6,2396,432-193-3%$482.1K$446.1K-$36.0K2026-10-19
Compass Ion Advisors, LLC
DECREASED6,1036,344-241-4%$475.6K$436.4K-$39.2K2026-10-23
Kathmere Capital Management, LLC
INCREASED5,9885,800+188+3%$434.8K$428.1K-$6.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED5,9467,641-1,695-22%$567.2K$434.3K-$132.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED5,9467,641-1,695-22%$567.2K$434.3K-$132.9K2026-10-20
D.B. Root & Company, LLC
DECREASED5,6935,771-78-1%$432.6K$407.0K-$25.6K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED5,6145,61400%$420.8K$401.4K-$19.4K2026-10-28
Orca Wealth Management, LLC
UNCHANGED5,5765,57600%$418.0K$398.7K-$19.3K2026-10-14
Coastline Trust Co
DECREASED5,4966,104-608-10%$457.6K$393.0K-$64.6K2026-10-01
Sterling Wealth Management, Inc.
UNCHANGED5,4295,42900%$407.0K$388.2K-$18.8K2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED4,7454,623+122+3%$346.5K$339.3K-$7.3K2026-10-08
Vise Technologies, Inc.
NEW4,449—+4,449——$318.1K—2026-10-29
Indivisible Partners
UNCHANGED4,2224,22200%$316.5K$301.9K-$14.6K2026-10-26
Legacy Capital Wealth Partners, LLC
UNCHANGED4,1964,19600%$314.5K$300.0K-$14.5K2026-10-21
IFP Advisors, Inc
INCREASED4,0773,708+369+10%$278.0K$291.5K+$13.6K2026-10-16
Evolution Wealth Management Inc.
DECREASED4,0764,115-39-1%$308.5K$291.4K-$17.0K2026-10-28
Larson Financial Group LLC
DECREASED3,8898,004-4,115-51%$600.0K$278.1K-$321.9K2026-11-05
Convergence Financial, LLC
DECREASED3,8307,796-3,966-51%$584.4K$273.9K-$310.5K2026-10-27
Balefire, LLC
UNCHANGED3,7223,72200%$279.0K$266.1K-$12.9K2026-10-09
TFC Financial Management, Inc.
UNCHANGED3,4903,49000%$261.6K$249.6K-$12.1K2026-10-26
Venture Visionary Partners LLC
UNCHANGED3,4773,47700%$260.6K$248.6K-$12.0K2026-10-07
Savant Capital, LLC
INCREASED3,3563,211+145+5%$241.1K$240.0K-$1.1K2026-11-06
Hoxton Planning & Management, LLC
DECREASED3,2603,416-156-5%$256.1K$233.1K-$23.0K2026-10-15
HUB Investment Partners, LLC
INCREASED3,0983,033+65+2%$227.3K$221.5K-$5.8K2026-11-03
Prospera Financial Services Inc
DECREASED3,0685,112-2,044-40%$383.6K$225.9K-$157.8K2026-11-04
StoneX Group Inc.
UNCHANGED3,0003,00000%$224.9K$214.5K-$10.4K2026-11-03
Nations Financial Group Inc,
DECREASED2,9782,997-19-1%$224.7K$213.0K-$11.7K2026-11-05
BridgePort Financial Solutions, LLC
NEW2,950—+2,950——$210.9K—2026-11-02
MFG Investments, LLC
NEW2,910—+2,910——$208.1K—2026-10-30
Sutton Place Investors LLC
UNCHANGED2,8972,89700%$217.2K$207.1K-$10.0K2026-10-20
Avior Wealth Management, LLC
UNCHANGED2,8912,89100%$216.7K$206.7K-$10.0K2026-10-13
Intrua Financial, LLC
INCREASED2,8562,829+27+1%$212.1K$204.2K-$7.9K2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED2,3772,37700%$178.2K$170.0K-$8.2K2026-11-02
Spire Wealth Management
UNCHANGED2,1132,11300%$158.4K$151.1K-$7.3K2026-10-30
Root Financial Partners, LLC
NEW1,633—+1,633——$116.8K—2026-10-21
Comprehensive Financial Planning, Inc.
UNCHANGED1,4841,48400%$111.3K$106.1K-$5.1K2026-10-27
SJS Investment Consulting Inc.
UNCHANGED1,4021,40200%$105.1K$100.2K-$4.9K2026-10-26
City Holding Co
UNCHANGED1,3201,32000%$98.9K$94.4K-$4.6K2026-10-19
Bank & Trust Co
UNCHANGED1,1881,18800%$89.1K$84.9K-$4.1K2026-10-07
Pinnacle Bancorp, Inc.
UNCHANGED1,1001,10000%$82.5K$78.7K-$3.8K2026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,0781,07800%$80.8K$77.1K-$3.7K2026-10-28
Gamma Investing LLC
NEW966—+966——$69.1K—2026-10-08
Jacobi Capital Management LLC
NEW883—+883——$63.1K—2026-11-05
Ascentis Independent Advisors
NEW842—+842——$60.2K—2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED82682600%$61.9K$59.0K-$2.9K2026-11-03
Monetary Solutions, Ltd
UNCHANGED63063000%$47.2K$45.0K-$2.2K2026-10-22
Blue Trust, Inc.
UNCHANGED46346300%$34.7K$33.1K-$1.6K2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED45445400%$34.0K$32.5K-$1.6K2026-11-06
Elyxium Wealth, LLC
NEW446—+446——$31.9K—2026-10-27
Valley National Advisers Inc
UNCHANGED40040000%$30.0K$28.6K-$1.4K2026-10-23
Bank of New Hampshire
UNCHANGED36836800%$27.6K$26.3K-$1.3K2026-10-06
Chung Wu Investment Group, LLC
UNCHANGED36636600%$27.4K$26.2K-$1.3K2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED29729700%$22.3K$21.2K-$1.0K2026-11-04
Steph & Co
DECREASED263274-11-4%$20.5K$18.8K-$1.7K2026-10-07
Cape Investment Advisory, Inc.
UNCHANGED21521500%$16.1K$15.4K-$7432026-10-13
Caldwell Trust Co
UNCHANGED19519500%$14.6K$13.9K-$6742026-10-30
Pittenger & Anderson Inc
DECREASED146438-292-67%$32.8K$10.4K-$22.4K2026-11-02
Independence Bank of Kentucky
UNCHANGED13213200%$9.9K$9.4K-$4572026-10-26
Lanark Financial, Inc.
NEW125—+125——$8.9K—2026-10-26
Financial Consulate, Inc
UNCHANGED10310300%$7.7K$7.4K-$3562026-10-23
Asset Dedication, LLC
UNCHANGED959500%$7.1K$6.8K-$3292026-11-03
Farmers & Merchants Investments Inc
UNCHANGED757500%$5.6K$5.4K-$2592026-10-22
CGC Financial Services, LLC
UNCHANGED686800%$5.1K$4.9K-$2352026-10-13
Avion Wealth
UNCHANGED585800%$4$4$02026-11-04
Golden State Wealth Management, LLC
UNCHANGED484800%$3.6K$3.4K-$1662026-11-02
Tsfg, LLC
UNCHANGED212100%$2$2$02026-10-23
Capital Investment Advisory Services, LLC
DECREASED10265-255-96%$19.9K$715-$19.1K2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$375$358-$172026-10-23
Citigroup Inc
NEW1—+1——$72—2026-11-04
Guidance Capital, Inc
CLOSED07,332-7,332-100%$543.7K$0-$543.7K2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED05,156-5,156-100%$386.5K$0-$386.5K2026-10-16
Presilium Private Wealth, LLC
CLOSED03,575-3,575-100%$268.0K$0-$268.0K2026-10-26
Smith Thornton Advisors LLC
CLOSED02,789-2,789-100%$205.9K$0-$205.9K2026-10-16
Marino, Stram & Associates LLC
CLOSED02,709-2,709-100%$203.0K$0-$203.0K2026-10-22
GHP Investment Advisors, Inc.
CLOSED0223-223-100%$16.7K$0-$16.7K2026-10-15
AdvisorNet Financial, Inc
CLOSED0182-182-100%$13.6K$0-$13.6K2026-10-15
DiNuzzo Private Wealth, Inc.
CLOSED074-74-100%$5.5K$0-$5.5K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED08-8-100%$608$0-$6082026-10-29
LPL Financial LLC
N/A—5,014,123-5,014,123-100%$375.9M———
Ameriprise Financial Inc
N/A—5,000,962-5,000,962-100%$374.8M———
Manufacturers Life Insurance Company, the
N/A—4,073,547-4,073,547-100%$305.4M———
Morgan Stanley
N/A—3,805,245-3,805,245-100%$285.2M———
Wells Fargo & Company
N/A—3,771,131-3,771,131-100%$282.7M———
Raymond James Financial Inc
N/A—3,203,414-3,203,414-100%$240.1M———
Jones Financial Companies Lllp
N/A—2,457,335-2,457,335-100%$182.3M———
Northwestern Mutual Wealth Management Co
N/A—2,173,659-2,173,659-100%$162.9M———
UBS Group AG
N/A—2,101,722-2,101,722-100%$157.5M———
Bank of America Corp
N/A—1,429,049-1,429,049-100%$107.1M———
Royal Bank of Canada
N/A—1,189,588-1,189,588-100%$89.2M———
Cetera Investment Advisers
N/A—1,040,771-1,040,771-100%$78.0M———
Gilbert & Cook, Inc.
N/A—1,007,790-1,007,790-100%$75.5M———
Private Advisor Group, LLC
N/A—910,954-910,954-100%$68.3M———
Granite Bay Wealth Management, LLC
N/A—671,903-671,903-100%$50.4M———
Focus Partners Wealth
N/A—630,958-630,958-100%$47.3M———
EP Wealth Advisors, LLC
N/A—502,751-502,751-100%$37.7M———
Envestnet Asset Management Inc
N/A—435,756-435,756-100%$32.7M———
Osaic Holdings, Inc.
N/A—418,494-418,494-100%$31.4M———
HighPoint Advisor Group LLC
N/A—347,933-347,933-100%$26.1M———
Baird Financial Group, Inc.
N/A—294,316-294,316-100%$22.1M———
Graney & King, LLC
N/A—282,568-282,568-100%$21.2M———
Rockefeller Capital Management L.P.
N/A—247,563-247,563-100%$18.6M———
Pinnacle Financial Partners, Inc.
N/A—240,881-240,881-100%$18.1M———
Stratos Wealth Partners, Ltd.
N/A—230,283-230,283-100%$17.3M———
Vestmark Advisory Solutions, Inc.
N/A—212,600-212,600-100%$15.9M———
Integrated Wealth Concepts LLC
N/A—210,222-210,222-100%$15.8M———
Eldridge Investment Advisors, Inc.
N/A—190,400-190,400-100%$14.3M———
Sanctuary Advisors, LLC
N/A—166,685-166,685-100%$12.5M———
Pine Valley Investments Ltd Liability Co
N/A—159,268-159,268-100%$11.9M———
&partners
N/A—154,341-154,341-100%$11.6M———
Cerity Partners LLC
N/A—151,432-151,432-100%$11.4M———
BankPlus Trust Department
N/A—147,337-147,337-100%$11.0M———
Kingsview Wealth Management, LLC
N/A—136,734-136,734-100%$10.2M———
Stifel Financial Corp
N/A—128,751-128,751-100%$9.7M———
Natixis Advisors, LLC
N/A—114,002-114,002-100%$8.5M———
Great Valley Advisor Group, Inc.
N/A—96,922-96,922-100%$7.3M———
Forge Financial Services LLC
N/A—94,501-94,501-100%$7.1M———
WCG Wealth Advisors LLC
N/A—87,105-87,105-100%$6.5M———
Global Retirement Partners, LLC
N/A—76,376-76,376-100%$5.7M———
Summit Financial, LLC
N/A—75,786-75,786-100%$5.7M———
JPMorgan Chase & Co
N/A—63,526-63,526-100%$4.7M———
Beacon Pointe Advisors, LLC
N/A—60,112-60,112-100%$4.5M———
Atlas Wealth LLC
N/A—59,863-59,863-100%$4.5M———
Arkadios Wealth Advisors
N/A—58,738-58,738-100%$4.4M———
IAG Wealth Partners, LLC
N/A—46,094-46,094-100%$3.5M———
Keystone Financial Services, LLC
N/A—41,038-41,038-100%$3.1M———
Arete Wealth Advisors, LLC
N/A—40,512-40,512-100%$3.0M———
BFC Planning, Inc.
N/A—37,930-37,930-100%$2.8M———
Equitable Holdings, Inc.
N/A—32,400-32,400-100%$2.4M———
HighTower Advisors, LLC
N/A—31,938-31,938-100%$2.4M———
Freedom Investment Management, Inc.
N/A—29,857-29,857-100%$2.2M———
Empowered Funds, LLC
N/A—29,461-29,461-100%$2.2M———
NewEdge Advisors, LLC
N/A—28,262-28,262-100%$2.1M———
Gladstone Institutional Advisory LLC
N/A—25,430-25,430-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—25,305-25,305-100%$1.9M———
Betterment LLC
N/A—25,013-25,013-100%$1.9M———
Benjamin Edwards Inc
N/A—23,524-23,524-100%$1.8M———
Valmark Advisers, Inc.
N/A—22,774-22,774-100%$1.7M———
Strategic Financial Concepts, LLC
N/A—20,837-20,837-100%$1.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—20,236-20,236-100%$1.5M———
Waterloo Capital, L.P.
N/A—20,214-20,214-100%$1.5M———
FMR LLC
N/A—19,389-19,389-100%$1.5M———
FreeGulliver LLC
N/A—16,632-16,632-100%$1.2M———
Mariner, LLC
N/A—16,063-16,063-100%$1.2M———
Keating Financial Advisory Services, Inc.
N/A—16,023-16,023-100%$1.2M———
Sun Financial Inc
N/A—15,798-15,798-100%$1.2M———
Advisory Services Network, LLC
N/A—14,974-14,974-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—13,486-13,486-100%$1.0M———
Marshall Investment Management, LLC
N/A—12,976-12,976-100%$972.7K———
OneDigital Investment Advisors LLC
N/A—12,731-12,731-100%$954.3K———
Mercer Global Advisors Inc
N/A—12,447-12,447-100%$933.0K———
Blair William & Co
N/A—11,733-11,733-100%$879.5K———
Two Sigma Securities, LLC
N/A—11,210-11,210-100%$840.3K———
Western Wealth Management, LLC
N/A—10,777-10,777-100%$807.8K———
World Investment Advisors
N/A—9,689-9,689-100%$653.5K———
Allworth Financial LP
N/A—8,410-8,410-100%$630.4K———
Bluespring Wealth Management, LLC
N/A—8,002-8,002-100%$599.8K———
Moneta Group Investment Advisors LLC
N/A—7,813-7,813-100%$585.7K———
Liberty Square Wealth Partners LLC
N/A—7,790-7,790-100%$583.9K———
Janney Montgomery Scott LLC
N/A—7,245-7,245-100%$543.0K———
Quantinno Capital Management LP
N/A—7,074-7,074-100%$530.3K———
Cozad Asset Management Inc
N/A—7,007-7,007-100%$525.3K———
Modern Wealth Management, LLC
N/A—6,543-6,543-100%$490.5K———
MML Investors Services, LLC
N/A—6,440-6,440-100%$482.8K———
Harbour Investments, Inc.
N/A—6,416-6,416-100%$480.9K———
Envestnet Portfolio Solutions, Inc.
N/A—6,345-6,345-100%$475.6K———
Goodwin Investment Advisory
N/A—6,334-6,334-100%$474.8K———
Perennial Investment Advisors, LLC
N/A—6,204-6,204-100%$465.1K———
O'shaughnessy Asset Management, LLC
N/A—5,500-5,500-100%$412.3K———
Diversified Trust Co
N/A—5,350-5,350-100%$401.0K———
National Bank of Canada
N/A—4,486-4,486-100%$336.3K———
Symphony Financial Services, Inc.
N/A—4,478-4,478-100%$335.7K———
AE Wealth Management LLC
N/A—4,432-4,432-100%$332.2K———
Waverly Advisors, LLC
N/A—4,207-4,207-100%$315.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—4,001-4,001-100%$299.9K———
Adapt Wealth Advisors, LLC
N/A—3,943-3,943-100%$295.5K———
CreativeOne Wealth, LLC
N/A—3,853-3,853-100%$288.8K———
Brown Advisory Inc
N/A—3,489-3,489-100%$261.5K———
URS Advisory LLC
N/A—3,252-3,252-100%$243.8K———
Bessemer Group Inc
N/A—3,104-3,104-100%$233.0K———
HRT Financial LP
N/A—3,018-3,018-100%$226.0K———
AQR Capital Management LLC
N/A—2,981-2,981-100%$223.4K———
360 Financial, Inc.
N/A—2,908-2,908-100%$218.0K———
Brown Brothers Harriman & Co
N/A—2,068-2,068-100%$155.0K———
MRP Capital Investments, LLC
N/A—1,616-1,616-100%$121.1K———
UBS Asset Management Americas LLC
N/A—1,418-1,418-100%$106.3K———
Timmons Wealth Management, LLC
N/A—1,337-1,337-100%$100.2K———
Bank of Montreal
N/A—1,268-1,268-100%$95.0K———
Rialto Wealth Management, LLC
N/A—1,175-1,175-100%$88.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,018-1,018-100%$76.3K———
Medallion Wealth Advisors, LLC
N/A—950-950-100%$77.6K———
Hantz Financial Services, Inc.
N/A—931-931-100%$70.0K———
Private Wealth Asset Management, LLC
N/A—867-867-100%$65.0K———
Crewe Advisors LLC
N/A—648-648-100%$48.6K———
BlackRock, Inc.
N/A—606-606-100%$45.4K———
Ameriflex Group, Inc.
N/A—593-593-100%$44.5K———
SouthState Bank Corp
N/A—565-565-100%$42.4K———
Millstone Evans Group, LLC
N/A—562-562-100%$42.1K———
Strive Financial Group,LLC
N/A—550-550-100%$41.2K———
Geneos Wealth Management Inc.
N/A—540-540-100%$40.5K———
Fourth Dimension Wealth, LLC
N/A—526-526-100%$39.4K———
Dunhill Financial, LLC
N/A—480-480-100%$36.0K———
Security National Bank of Sioux City Iowa
N/A—463-463-100%$34.7K———
PlanVest Financial, Inc
N/A—446-446-100%$33.4K———
Anchor Investment Management, LLC
N/A—432-432-100%$32.4K———
Collier Financial
N/A—343-343-100%$25.7K———
JDM Financial Group LLC
N/A—213-213-100%$16.0K———
Arax Advisory Partners
N/A—85-85-100%$6.4K———
Huntington National Bank
N/A—72-72-100%$5.4K———
Vanguard Advisers Inc
N/A—44-44-100%$3.3K———
Russell Investments Group, Ltd.
N/A—32-32-100%$2.4K———
Tower Research Capital LLC (TRC)
N/A—21-21-100%$1.6K———
Fiduciary Financial Advisors
N/A—4-4-100%$300———
Smartleaf Asset Management LLC
N/A—1-1-100%$75———
Showing 310 of 310 institutions