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Roundhill Magnificent Seven (MAGS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Phoenix Financial Ltd.
INCREASED
Shares7,351,000 from 1,627,000
Change+5,724,000 (+352%)
Value$527.0M (+$422.4M)
Filed 2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,930,754 from 2,800,625
Change+130,129 (+5%)
Value$210.1M (+$30.0M)
Filed 2026-10-13
Exchange Traded Concepts, LLC
DECREASED
Shares2,604,139 from 3,274,460
Change-670,321 (-20%)
Value$186.7M (-$23.9M)
Filed 2026-10-28
J.Safra Asset Management Corp
INCREASED
Shares1,592,211 from 1,541,741
Change+50,470 (+3%)
Value$114.1M (+$15.0M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares884,290 from 13,420
Change+870,870 (+6489%)
Value$63.4M (+$62.5M)
Filed 2026-11-03
Citigroup Inc
NEW
Shares800,346
Change+800,346
Value$57.4M
Filed 2026-11-04
Money Concepts Capital Corp
DECREASED
Shares567,066 from 678,103
Change-111,037 (-16%)
Value$40.7M (-$2.9M)
Filed 2026-11-06
Cordatus Wealth Management LLC
NEW
Shares485,516
Change+485,516
Value$34.8M
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares481,726 from 4,154
Change+477,572 (+11497%)
Value$33.0M (+$32.7M)
Filed 2026-11-04
Vista Finance, LLC
DECREASED
Shares436,839 from 452,160
Change-15,321 (-3%)
Value$31.3M (+$2.2M)
Filed 2026-10-23
Financially Speaking Inc
NEW
Shares357,026
Change+357,026
Value$25.6M
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares281,636 from 196,837
Change+84,799 (+43%)
Value$20.2M (+$7.5M)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares261,980 from 240,284
Change+21,696 (+9%)
Value$18.8M (+$3.3M)
Filed 2026-10-26
IMZ Advisory Inc
INCREASED
Shares164,385 from 154,990
Change+9,395 (+6%)
Value$11.8M (+$1.8M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares160,491 from 157,062
Change+3,429 (+2%)
Value$11.5K (-$10.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares157,801 from 157,058
Change+743 (+0%)
Value$11.3M (+$1.2M)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares155,328 from 9,380
Change+145,948 (+1556%)
Value$11.1M (+$10.5M)
Filed 2026-11-04
Midland Wealth Advisors, LLC
INCREASED
Shares147,922 from 145,934
Change+1,988 (+1%)
Value$10.6M (+$1.2M)
Filed 2026-10-26
Thrivent Financial for Lutherans
UNCHANGED
Shares145,400 from 145,400
Change0 (0%)
Value$10.4K (-$9.3M)
Filed 2026-11-05
Ayalon Insurance Comp Ltd.
NEW
Shares135,650
Change+135,650
Value$9.7K
Filed 2026-10-08
Quaker Wealth Management, LLC
INCREASED
Shares129,898 from 125,119
Change+4,779 (+4%)
Value$9.3M (+$1.3M)
Filed 2026-10-22
Fortis Group Advisors, LLC
INCREASED
Shares122,691 from 4,974
Change+117,717 (+2367%)
Value$8.4M (+$8.1M)
Filed 2026-11-06
Cooper Capital Advisors LLC
INCREASED
Shares121,294 from 119,096
Change+2,198 (+2%)
Value$8.7M (+$1.0M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares112,379 from 23,228
Change+89,151 (+384%)
Value$8.1M (+$6.6M)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares97,069 from 100,727
Change-3,658 (-4%)
Value$7.0M (+$479.7K)
Filed 2026-10-30
Genesee Capital Advisors, LLC
DECREASED
Shares80,153 from 81,468
Change-1,315 (-2%)
Value$5.7M (+$507.8K)
Filed 2026-10-20
Twelve Points Wealth Management LLC
INCREASED
Shares76,185 from 67,860
Change+8,325 (+12%)
Value$5.2M (+$853.8K)
Filed 2026-11-03
Imc-Chicago, LLC
NEW
Shares70,861
Change+70,861
Value$5.1M
Filed 2026-11-05
Turn8 Private Wealth Inc.
INCREASED
Shares70,525 from 43,000
Change+27,525 (+64%)
Value$5.1M (+$2.2M)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares51,908 from 38,501
Change+13,407 (+35%)
Value$3.7M (+$1.2M)
Filed 2026-10-22
Integrity Wealth Partners, LLC
NEW
Shares48,247
Change+48,247
Value$3.5M
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares47,708 from 67,116
Change-19,408 (-29%)
Value$3.4M (-$895.4K)
Filed 2026-11-02
Transcendent Capital Group LLC
NEW
Shares46,293
Change+46,293
Value$3.3M
Filed 2026-10-28
Verus Capital Partners, LLC
NEW
Shares42,138
Change+42,138
Value$3.0M
Filed 2026-11-03
FSA Investment Group, LLC
INCREASED
Shares41,570 from 22,979
Change+18,591 (+81%)
Value$3.0M (+$1.5M)
Filed 2026-10-07
Plan Group Financial, LLC
NEW
Shares41,347
Change+41,347
Value$3.0M
Filed 2026-10-22
Rye Brook Capital LLC
INCREASED
Shares41,020 from 27,750
Change+13,270 (+48%)
Value$2.9K (-$1.8M)
Filed 2026-10-07
Brookstone Capital Management
INCREASED
Shares40,158 from 17,100
Change+23,058 (+135%)
Value$2.9M (+$1.8M)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares38,579 from 39,054
Change-475 (-1%)
Value$2.8M (+$254.6K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares33,174 from 31,881
Change+1,293 (+4%)
Value$2.4M (+$328.3K)
Filed 2026-11-03
Triton Wealth Management, Pllc
INCREASED
Shares32,725 from 20,638
Change+12,087 (+59%)
Value$2.2M (+$884.5K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares29,842 from 30,585
Change-743 (-2%)
Value$2.1M (+$172.8K)
Filed 2026-10-19
Vigilare Wealth Management
NEW
Shares29,668
Change+29,668
Value$2.1M
Filed 2026-10-29
Thor Trading Advisors, LLC
INCREASED
Shares29,305 from 25,004
Change+4,301 (+17%)
Value$2.1M (+$493.1K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares28,150 from 11,460
Change+16,690 (+146%)
Value$2.0M (+$1.3M)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares28,065 from 24,736
Change+3,329 (+13%)
Value$2.0M (+$399.7K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares27,049 from 32,953
Change-5,904 (-18%)
Value$1.9M (-$179.7K)
Filed 2026-11-02
HBW Advisory Services LLC
INCREASED
Shares25,735 from 20,779
Change+4,956 (+24%)
Value$1.8M (+$508.8K)
Filed 2026-10-15
VestGen Advisors, LLC
DECREASED
Shares25,519 from 39,251
Change-13,732 (-35%)
Value$1.8M (-$694.4K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares25,415 from 4,266
Change+21,149 (+496%)
Value$1.8M (+$1.5M)
Filed 2026-11-06
NTV Asset Management LLC
INCREASED
Shares22,400 from 17,400
Change+5,000 (+29%)
Value$1.6M (+$487.0K)
Filed 2026-10-23
Sumitomo Mitsui Trust Group, Inc.
NEW
Shares21,564
Change+21,564
Value$1.5M
Filed 2026-10-29
Vontobel Holding Ltd.
NEW
Shares20,500
Change+20,500
Value$1.5M
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED
Shares20,280 from 20,820
Change-540 (-3%)
Value$1.5M (+$115.2K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares19,863 from 19,667
Change+196 (+1%)
Value$1.4M (+$159.4K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares19,801 from 1,196
Change+18,605 (+1556%)
Value$1.4M (+$1.3M)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares19,688 from 15,956
Change+3,732 (+23%)
Value$1.4M (+$385.5K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares19,584 from 19,546
Change+38 (+0%)
Value$1.4M (+$147.2K)
Filed 2026-10-14
Cooksen Wealth, LLC
DECREASED
Shares17,944 from 18,135
Change-191 (-1%)
Value$1.3M (+$157.6K)
Filed 2026-10-13
Oxler Private Wealth LLC
INCREASED
Shares17,532 from 15,055
Change+2,477 (+16%)
Value$1.3M (+$288.8K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
DECREASED
Shares17,481 from 17,681
Change-200 (-1%)
Value$1.3M (+$116.3K)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
DECREASED
Shares16,789 from 49,459
Change-32,670 (-66%)
Value$1.2M (-$2.0M)
Filed 2026-10-20
M Holdings Securities, Inc.
DECREASED
Shares15,848 from 17,273
Change-1,425 (-8%)
Value$1.1K (-$1.1M)
Filed 2026-11-03
Triad Wealth Partners, LLC
NEW
Shares14,484
Change+14,484
Value$1.0M
Filed 2026-10-26
Lionsbridge Wealth Management LLC
NEW
Shares14,172
Change+14,172
Value$1.0M
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
NEW
Shares14,112
Change+14,112
Value$1.0M
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares13,900 from 13,220
Change+680 (+5%)
Value$996 (-$849.0K)
Filed 2026-10-22
Activest Wealth Management
UNCHANGED
Shares11,596 from 11,596
Change0 (0%)
Value$831.3K (+$85.7K)
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares11,338 from 11,338
Change0 (0%)
Value$812.8K (+$83.8K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares11,168
Change+11,168
Value$800.6K
Filed 2026-11-04
TopTier Wealth Management, LLC
DECREASED
Shares11,028 from 11,227
Change-199 (-2%)
Value$790.6K (+$68.8K)
Filed 2026-10-16
McElhenny Sheffield Capital Management, LLC
NEW
Shares10,966
Change+10,966
Value$786.2K
Filed 2026-11-06
Investment Management Corp
NEW
Shares10,725
Change+10,725
Value$768.9K
Filed 2026-11-03
Advisor Resource Council
INCREASED
Shares10,644 from 9,509
Change+1,135 (+12%)
Value$782.3K (+$152.1K)
Filed 2026-11-05
Noble Wealth Management PBC
INCREASED
Shares10,535 from 1,000
Change+9,535 (+954%)
Value$755.3K (+$691.0K)
Filed 2026-10-01
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,436 from 10,386
Change+50 (+0%)
Value$748.2K (+$80.3K)
Filed 2026-11-03
Mascagni Wealth Management, Inc.
DECREASED
Shares10,420 from 11,265
Change-845 (-7%)
Value$747.0K (+$22.7K)
Filed 2026-10-23
Victory Financial Group, LLC
INCREASED
Shares9,868 from 9,784
Change+84 (+1%)
Value$707.4K (+$78.3K)
Filed 2026-10-27
Financial Freedom, LLC
UNCHANGED
Shares9,504 from 9,504
Change0 (0%)
Value$681.3K (+$70.2K)
Filed 2026-11-06
Norden Group LLC
DECREASED
Shares9,333 from 9,353
Change-20 (0%)
Value$669.0K (+$67.7K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares9,040 from 9,148
Change-108 (-1%)
Value$648.1K (+$59.9K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares8,051 from 4,505
Change+3,546 (+79%)
Value$577.2K (+$287.5K)
Filed 2026-10-29
GC Wealth Management RIA, LLC
INCREASED
Shares7,749 from 6,129
Change+1,620 (+26%)
Value$555.5K (+$161.5K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
INCREASED
Shares7,607 from 5,937
Change+1,670 (+28%)
Value$545.3K (+$163.6K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares7,573
Change+7,573
Value$542.9K
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares7,561 from 9,877
Change-2,316 (-23%)
Value$542.0K (-$93.0K)
Filed 2026-10-14
Milestone Asset Management, LLC
DECREASED
Shares7,509 from 9,421
Change-1,912 (-20%)
Value$538.3K (-$67.5K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,497 from 5,503
Change+1,994 (+36%)
Value$547.5K (+$175.0K)
Filed 2026-10-13
Iams Wealth Management, LLC
DECREASED
Shares7,486 from 8,045
Change-559 (-7%)
Value$536.7K (+$19.4K)
Filed 2026-10-15
Southland Equity Partners LLC
NEW
Shares7,083
Change+7,083
Value$507.8K
Filed 2026-10-14
WT Wealth Management
DECREASED
Shares7,027 from 8,248
Change-1,221 (-15%)
Value$503.8K (-$26.6K)
Filed 2026-10-13
Xcel Wealth Management, LLC
DECREASED
Shares6,883 from 6,928
Change-45 (-1%)
Value$493.4K (+$48.0K)
Filed 2026-10-26
NovaPoint Capital, LLC
NEW
Shares6,853
Change+6,853
Value$491.3K
Filed 2026-10-22
Anchor Capital Advisors LLC
UNCHANGED
Shares6,743 from 6,743
Change0 (0%)
Value$483.4K (+$49.8K)
Filed 2026-11-05
CenterStar Asset Management, LLC
NEW
Shares6,552
Change+6,552
Value$469.7K
Filed 2026-10-09
IFS Advisors, LLC
NEW
Shares6,511
Change+6,511
Value$466.8K
Filed 2026-10-14
Unique Wealth, LLC
DECREASED
Shares6,324 from 8,082
Change-1,758 (-22%)
Value$453.4K (-$66.3K)
Filed 2026-10-16
Diversify Advisory Services, LLC
DECREASED
Shares6,189 from 7,984
Change-1,795 (-22%)
Value$450.0K (-$53.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares6,189 from 7,984
Change-1,795 (-22%)
Value$450.0K (-$53.1K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares6,172 from 7,379
Change-1,207 (-16%)
Value$442.5K (-$32.0K)
Filed 2026-10-23
Moors & Cabot, Inc.
NEW
Shares5,923
Change+5,923
Value$424.6K
Filed 2026-11-06
Howard Capital Management, LLC
UNCHANGED
Shares5,848 from 5,848
Change0 (0%)
Value$419.2K (+$43.2K)
Filed 2026-10-16
BetterWealth, LLC
UNCHANGED
Shares5,825 from 5,825
Change0 (0%)
Value$417.6K (+$43.0K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED
Shares5,700 from 5,794
Change-94 (-2%)
Value$408.6K (+$36.1K)
Filed 2026-11-05
Sowell Financial Services LLC
DECREASED
Shares5,610 from 5,699
Change-89 (-2%)
Value$402.2K (+$35.7K)
Filed 2026-10-23
Bank of Montreal
INCREASED
Shares5,279 from 4,242
Change+1,037 (+24%)
Value$378.5K (+$105.7K)
Filed 2026-11-09
Ignite Planners, LLC
INCREASED
Shares5,273 from 5,043
Change+230 (+5%)
Value$378.0K (+$53.8K)
Filed 2026-10-14
Truist Financial Corp
NEW
Shares5,144
Change+5,144
Value$368.8K
Filed 2026-10-30
Members Wealth LLC
UNCHANGED
Shares4,902 from 4,902
Change0 (0%)
Value$361.3K (+$46.0K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares4,649 from 4,564
Change+85 (+2%)
Value$333.3K (+$39.8K)
Filed 2026-10-29
JB Capital LLC
UNCHANGED
Shares4,614 from 4,614
Change0 (0%)
Value$330.8K (+$34.1K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
UNCHANGED
Shares4,487 from 4,487
Change0 (0%)
Value$321.7K (+$33.2K)
Filed 2026-10-13
Anson Capital, Inc.
UNCHANGED
Shares4,443 from 4,443
Change0 (0%)
Value$318.5K (+$32.8K)
Filed 2026-10-23
Three Seasons Wealth, LLC
DECREASED
Shares4,438 from 5,989
Change-1,551 (-26%)
Value$318.2K (-$66.9K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares4,360 from 4,560
Change-200 (-4%)
Value$312.6K (+$19.4K)
Filed 2026-11-06
Independent Financial Group, LLC
NEW
Shares4,349
Change+4,349
Value$311.8K
Filed 2026-10-13
Annex Advisory Services, LLC
NEW
Shares4,342
Change+4,342
Value$311.3K
Filed 2026-10-16
AFG Fiduciary Services Limited Partnership
NEW
Shares4,325
Change+4,325
Value$321.3K
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares4,293 from 4,045
Change+248 (+6%)
Value$307.8K (+$47.7K)
Filed 2026-10-15
City of London Investment Management Co LTD
NEW
Shares4,255
Change+4,255
Value$305.0K
Filed 2026-10-30
Firestone Capital Management
UNCHANGED
Shares4,182 from 4,182
Change0 (0%)
Value$299.8K (+$30.9K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares3,933 from 4,240
Change-307 (-7%)
Value$282.0K (+$9.3K)
Filed 2026-10-15
Vise Technologies, Inc.
NEW
Shares3,886
Change+3,886
Value$278.6K
Filed 2026-10-29
Atria Investments, Inc
NEW
Shares3,690
Change+3,690
Value$264.5K
Filed 2026-10-15
Clearstead Advisors, LLC
UNCHANGED
Shares3,621 from 3,621
Change0 (0%)
Value$259.6K (+$26.8K)
Filed 2026-11-06
1900 Wealth Management LLC
DECREASED
Shares3,499 from 3,571
Change-72 (-2%)
Value$250.8K (+$21.2K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares3,482 from 9,195
Change-5,713 (-62%)
Value$249.6K (-$341.6K)
Filed 2026-10-14
Platform Technology Partners
UNCHANGED
Shares3,376 from 3,376
Change0 (0%)
Value$242.0K (+$24.9K)
Filed 2026-11-02
Roman Butler Fullerton & Co
NEW
Shares3,371
Change+3,371
Value$244.3K
Filed 2026-10-27
Koshinski Asset Management, Inc.
NEW
Shares3,300
Change+3,300
Value$236.6K
Filed 2026-10-29
Earned Wealth Advisors, LLC
INCREASED
Shares3,270 from 3,200
Change+70 (+2%)
Value$234.4K (+$28.7K)
Filed 2026-11-06
IPG Investment Advisors LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$233.0K (+$24.0K)
Filed 2026-10-30
Integrated Advisors Network LLC
DECREASED
Shares3,245 from 3,611
Change-366 (-10%)
Value$232.6K (+$443)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares3,197 from 4,128
Change-931 (-23%)
Value$229.2K (-$36.2K)
Filed 2026-11-04
Synergy Asset Management, LLC
NEW
Shares3,091
Change+3,091
Value$221.6K
Filed 2026-11-05
New Wave Wealth Advisors LLC
NEW
Shares3,022
Change+3,022
Value$224.5K
Filed 2026-10-19
Avantra Family Wealth, Inc.
NEW
Shares2,989
Change+2,989
Value$214.3K
Filed 2026-10-20
Carter Financial Group, Inc.
NEW
Shares2,833
Change+2,833
Value$203.1K
Filed 2026-10-21
180 Wealth Advisors, LLC
NEW
Shares2,822
Change+2,822
Value$202.3K
Filed 2026-11-03
Signal Advisors Wealth, LLC
NEW
Shares2,817
Change+2,817
Value$202.0K
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares2,811 from 2,278
Change+533 (+23%)
Value$201.5K (+$55.0K)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
NEW
Shares2,799
Change+2,799
Value$201
Filed 2026-10-22
Kingdom Financial Group Llc.
DECREASED
Shares2,642 from 2,816
Change-174 (-6%)
Value$189.4K (+$8.4K)
Filed 2026-11-04
FNY Investment Advisers, LLC
NEW
Shares2,586
Change+2,586
Value$185
Filed 2026-10-16
Holos Integrated Wealth LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$184.8K (+$15.9K)
Filed 2026-10-23
KBC Group NV
INCREASED
Shares2,482 from 2,400
Change+82 (+3%)
Value$178 (-$153.8K)
Filed 2026-10-22
US Bancorp \de\
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$158.4K (+$16.3K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$141.8K (+$14.6K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares1,942
Change+1,942
Value$139.3K
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$115 (-$44.9K)
Filed 2026-11-04
Richardson Capital Management LLC
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$109.9K (+$11.3K)
Filed 2026-10-23
Chung Wu Investment Group, LLC
NEW
Shares1,430
Change+1,430
Value$102.5K
Filed 2026-11-03
Reyes Financial Architecture, Inc.
INCREASED
Shares1,381 from 991
Change+390 (+39%)
Value$99.0K (+$35.3K)
Filed 2026-10-22
Nemes Rush Group LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$89.6K (+$9.2K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$71.7K (+$7.4K)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares878
Change+878
Value$62.9K
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$62.2K (+$4.4K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares863 from 764
Change+99 (+13%)
Value$61.9K (+$12.7K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$52.3K (+$5.4K)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares683 from 240
Change+443 (+185%)
Value$49.0K (+$33.5K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares644 from 642
Change+2 (+0%)
Value$46.2K (+$4.9K)
Filed 2026-10-08
Balance Wealth Partners LLC
NEW
Shares612
Change+612
Value$43.9K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares492 from 792
Change-300 (-38%)
Value$35.3K (-$15.7K)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$34.6K (+$3.6K)
Filed 2026-11-05
Motco
NEW
Shares351
Change+351
Value$25.2K
Filed 2026-11-09
Gamma Investing LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$21.8K (+$2.2K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$18.8K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$20.7K (+$2.1K)
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$20.4K (+$2.1K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares264 from 291
Change-27 (-9%)
Value$19.0K (+$285)
Filed 2026-10-08
Investors Research Corp
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$17.2K (+$1.8K)
Filed 2026-10-07
Larson Financial Group LLC
DECREASED
Shares200 from 600
Change-400 (-67%)
Value$14.3K (-$24.2K)
Filed 2026-11-05
Innova Wealth Partners
NEW
Shares150
Change+150
Value$10.8K
Filed 2026-10-21
Y.D. More Investments Ltd
NEW
Shares147
Change+147
Value$10.5K
Filed 2026-11-02
Strive Financial Group,LLC
NEW
Shares145
Change+145
Value$10.4K
Filed 2026-11-09
Latitude Advisors, LLC
NEW
Shares143
Change+143
Value$10.3K
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$8.0K (+$827)
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$5.9K (+$606)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$5.6K (+$577)
Filed 2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$5.4K (+$562)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
NEW
Shares75
Change+75
Value$5.4K
Filed 2026-10-20
Nfsg Corp
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.4K (+$554)
Filed 2026-10-15
Assetmark, Inc
NEW
Shares63
Change+63
Value$4.5K
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares56
Change+56
Value$4.1K
Filed 2026-11-03
1620 Investment Advisors, Inc.
NEW
Shares45
Change+45
Value$3.2K
Filed 2026-11-04
Vima LLC
NEW
Shares42
Change+42
Value$3.0K
Filed 2026-10-23
McCarley & Cook Financial Planners
NEW
Shares27
Change+27
Value$1.9K
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares21
Change+21
Value$1.5K
Filed 2026-11-05
Horrell Capital Management, Inc.
NEW
Shares10
Change+10
Value$1
Filed 2026-10-08
Planning Strategies Inc.
DECREASED
Shares6 from 86
Change-80 (-93%)
Value$448 (-$5.1K)
Filed 2026-10-02
WPG Advisers, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$358 (+$36)
Filed 2026-10-27
Evolution Wealth Management Inc.
NEW
Shares4
Change+4
Value$264
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$248
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$144 (+$15)
Filed 2026-11-03
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$72 (+$8)
Filed 2026-11-06
Legacies Wealth LLC
CLOSED
Shares0 from 32,208
Change-32,208 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-02
Barclays PLC
CLOSED
Shares0 from 29,900
Change-29,900 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-06
Jefferies Financial Group Inc.
CLOSED
Shares0 from 15,990
Change-15,990 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Belvedere Trading LLC
CLOSED
Shares0 from 14,451
Change-14,451 (-100%)
Value$0 (-$929.2K)
Filed 2026-11-05
Freestone Capital Holdings, LLC
CLOSED
Shares0 from 6,677
Change-6,677 (-100%)
Value$0 (-$429.4K)
Filed 2026-11-09
Squarepoint Ops LLC
CLOSED
Shares0 from 5,700
Change-5,700 (-100%)
Value$0 (-$366.5K)
Filed 2026-11-09
PFG Advisors
CLOSED
Shares0 from 5,503
Change-5,503 (-100%)
Value$0 (-$353.8K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 3,520
Change-3,520 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-14
Curran Financial Partners, LLC
CLOSED
Shares0 from 3,257
Change-3,257 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-04
Ramsey Quantitative Systems
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$192.9K)
Filed 2026-10-22
Bellecapital International Ltd.
CLOSED
Shares0 from 2,443
Change-2,443 (-100%)
Value$0 (-$157.1K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,345
Change-2,345 (-100%)
Value$0 (-$154.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$52.5K)
Filed 2026-11-06
Mather Group, Llc.
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$42.7K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$26.7K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-16
Signaturefd, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-23
Horizon Investments, LLC
N/A
Shares— from 2,535,713
Change-2,535,713 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,790,000
Change-1,790,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,068,312
Change-1,068,312 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 892,600
Change-892,600 (-100%)
Value—
UBS Group AG
N/A
Shares— from 490,117
Change-490,117 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 421,598
Change-421,598 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 419,956
Change-419,956 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 374,828
Change-374,828 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 340,161
Change-340,161 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 279,845
Change-279,845 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 240,865
Change-240,865 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 235,756
Change-235,756 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 207,973
Change-207,973 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 181,773
Change-181,773 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 142,809
Change-142,809 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 138,000
Change-138,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 132,370
Change-132,370 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 126,424
Change-126,424 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 125,958
Change-125,958 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 104,555
Change-104,555 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 101,392
Change-101,392 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 87,868
Change-87,868 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 75,459
Change-75,459 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 71,165
Change-71,165 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 69,603
Change-69,603 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 68,904
Change-68,904 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 63,717
Change-63,717 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 58,552
Change-58,552 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 55,677
Change-55,677 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 54,979
Change-54,979 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 52,000
Change-52,000 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 43,894
Change-43,894 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 43,571
Change-43,571 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 42,883
Change-42,883 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 38,802
Change-38,802 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 34,010
Change-34,010 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 32,375
Change-32,375 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,224
Change-32,224 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,929
Change-31,929 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,662
Change-31,662 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 29,878
Change-29,878 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 29,337
Change-29,337 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 28,797
Change-28,797 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 28,701
Change-28,701 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,428
Change-21,428 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,576
Change-19,576 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 19,489
Change-19,489 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,474
Change-19,474 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 18,994
Change-18,994 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 18,786
Change-18,786 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,992
Change-17,992 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,984
Change-17,984 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,187
Change-17,187 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,616
Change-16,616 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 16,454
Change-16,454 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 15,418
Change-15,418 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 15,353
Change-15,353 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,356
Change-14,356 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 13,952
Change-13,952 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,660
Change-13,660 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,137
Change-13,137 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,032
Change-13,032 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 9,823
Change-9,823 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,811
Change-8,811 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,635
Change-8,635 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,234
Change-8,234 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 7,170
Change-7,170 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 5,790
Change-5,790 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 473
Change-473 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 454
Change-454 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 439
Change-439 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 170
Change-170 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 76
Change-76 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 71
Change-71 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 58
Change-58 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 8
Change-8 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Phoenix Financial Ltd.
INCREASED7,351,0001,627,000+5,724,000+352%$104.6M$527.0M+$422.4M2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED2,930,7542,800,625+130,129+5%$180.1M$210.1M+$30.0M2026-10-13
Exchange Traded Concepts, LLC
DECREASED2,604,1393,274,460-670,321-20%$210.5M$186.7M-$23.9M2026-10-28
J.Safra Asset Management Corp
INCREASED1,592,2111,541,741+50,470+3%$99.1M$114.1M+$15.0M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED884,29013,420+870,870+6489%$862.9K$63.4M+$62.5M2026-11-03
Citigroup Inc
NEW800,346—+800,346——$57.4M—2026-11-04
Money Concepts Capital Corp
DECREASED567,066678,103-111,037-16%$43.6M$40.7M-$2.9M2026-11-06
Cordatus Wealth Management LLC
NEW485,516—+485,516——$34.8M—2026-10-19
Prospera Financial Services Inc
INCREASED481,7264,154+477,572+11497%$267.1K$33.0M+$32.7M2026-11-04
Vista Finance, LLC
DECREASED436,839452,160-15,321-3%$29.1M$31.3M+$2.2M2026-10-23
Financially Speaking Inc
NEW357,026—+357,026——$25.6M—2026-11-05
IFP Advisors, Inc
INCREASED281,636196,837+84,799+43%$12.7M$20.2M+$7.5M2026-10-16
Oppenheimer & Co Inc
INCREASED261,980240,284+21,696+9%$15.5M$18.8M+$3.3M2026-10-26
IMZ Advisory Inc
INCREASED164,385154,990+9,395+6%$10.0M$11.8M+$1.8M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED160,491157,062+3,429+2%$10.1M$11.5K-$10.1M2026-11-02
LPL Financial LLC
INCREASED157,801157,058+743+0%$10.1M$11.3M+$1.2M2026-11-06
Simplex Trading, LLC
INCREASED155,3289,380+145,948+1556%$603.1K$11.1M+$10.5M2026-11-04
Midland Wealth Advisors, LLC
INCREASED147,922145,934+1,988+1%$9.4M$10.6M+$1.2M2026-10-26
Thrivent Financial for Lutherans
UNCHANGED145,400145,40000%$9.3M$10.4K-$9.3M2026-11-05
Ayalon Insurance Comp Ltd.
NEW135,650—+135,650——$9.7K—2026-10-08
Quaker Wealth Management, LLC
INCREASED129,898125,119+4,779+4%$8.0M$9.3M+$1.3M2026-10-22
Fortis Group Advisors, LLC
INCREASED122,6914,974+117,717+2367%$319.8K$8.4M+$8.1M2026-11-06
Cooper Capital Advisors LLC
INCREASED121,294119,096+2,198+2%$7.7M$8.7M+$1.0M2026-10-29
Concurrent Investment Advisors, LLC
INCREASED112,37923,228+89,151+384%$1.5M$8.1M+$6.6M2026-10-16
Spire Wealth Management
DECREASED97,069100,727-3,658-4%$6.5M$7.0M+$479.7K2026-10-30
Genesee Capital Advisors, LLC
DECREASED80,15381,468-1,315-2%$5.2M$5.7M+$507.8K2026-10-20
Twelve Points Wealth Management LLC
INCREASED76,18567,860+8,325+12%$4.4M$5.2M+$853.8K2026-11-03
Imc-Chicago, LLC
NEW70,861—+70,861——$5.1M—2026-11-05
Turn8 Private Wealth Inc.
INCREASED70,52543,000+27,525+64%$2.8M$5.1M+$2.2M2026-11-05
Strategic Blueprint, LLC
INCREASED51,90838,501+13,407+35%$2.5M$3.7M+$1.2M2026-10-22
Integrity Wealth Partners, LLC
NEW48,247—+48,247——$3.5M—2026-10-14
Commonwealth Equity Services, LLC
DECREASED47,70867,116-19,408-29%$4.3M$3.4M-$895.4K2026-11-02
Transcendent Capital Group LLC
NEW46,293—+46,293——$3.3M—2026-10-28
Verus Capital Partners, LLC
NEW42,138—+42,138——$3.0M—2026-11-03
FSA Investment Group, LLC
INCREASED41,57022,979+18,591+81%$1.5M$3.0M+$1.5M2026-10-07
Plan Group Financial, LLC
NEW41,347—+41,347——$3.0M—2026-10-22
Rye Brook Capital LLC
INCREASED41,02027,750+13,270+48%$1.8M$2.9K-$1.8M2026-10-07
Brookstone Capital Management
INCREASED40,15817,100+23,058+135%$1.1M$2.9M+$1.8M2026-10-22
Kestra Advisory Services, LLC
DECREASED38,57939,054-475-1%$2.5M$2.8M+$254.6K2026-11-02
RFG Advisory, LLC
INCREASED33,17431,881+1,293+4%$2.0M$2.4M+$328.3K2026-11-03
Triton Wealth Management, Pllc
INCREASED32,72520,638+12,087+59%$1.4M$2.2M+$884.5K2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED29,84230,585-743-2%$2.0M$2.1M+$172.8K2026-10-19
Vigilare Wealth Management
NEW29,668—+29,668——$2.1M—2026-10-29
Thor Trading Advisors, LLC
INCREASED29,30525,004+4,301+17%$1.6M$2.1M+$493.1K2026-11-05
D.A. Davidson & Co.
INCREASED28,15011,460+16,690+146%$736.9K$2.0M+$1.3M2026-10-28
Sigma Planning Corp
INCREASED28,06524,736+3,329+13%$1.6M$2.0M+$399.7K2026-10-23
Creative Planning
DECREASED27,04932,953-5,904-18%$2.1M$1.9M-$179.7K2026-11-02
HBW Advisory Services LLC
INCREASED25,73520,779+4,956+24%$1.3M$1.8M+$508.8K2026-10-15
VestGen Advisors, LLC
DECREASED25,51939,251-13,732-35%$2.5M$1.8M-$694.4K2026-10-27
Merit Financial Group, LLC
INCREASED25,4154,266+21,149+496%$274.3K$1.8M+$1.5M2026-11-06
NTV Asset Management LLC
INCREASED22,40017,400+5,000+29%$1.1M$1.6M+$487.0K2026-10-23
Sumitomo Mitsui Trust Group, Inc.
NEW21,564—+21,564——$1.5M—2026-10-29
Vontobel Holding Ltd.
NEW20,500—+20,500——$1.5M—2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED20,28020,820-540-3%$1.3M$1.5M+$115.2K2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED19,86319,667+196+1%$1.3M$1.4M+$159.4K2026-10-20
TD Waterhouse Canada Inc.
INCREASED19,8011,196+18,605+1556%$77.0K$1.4M+$1.3M2026-10-16
J.W. Cole Advisors, Inc.
INCREASED19,68815,956+3,732+23%$1.0M$1.4M+$385.5K2026-11-05
Triumph Capital Management
INCREASED19,58419,546+38+0%$1.3M$1.4M+$147.2K2026-10-14
Cooksen Wealth, LLC
DECREASED17,94418,135-191-1%$1.2M$1.3M+$157.6K2026-10-13
Oxler Private Wealth LLC
INCREASED17,53215,055+2,477+16%$968.0K$1.3M+$288.8K2026-10-21
BlueChip Wealth Advisors LLC
DECREASED17,48117,681-200-1%$1.1M$1.3M+$116.3K2026-11-03
Paragon Private Wealth Management, LLC
DECREASED16,78949,459-32,670-66%$3.2M$1.2M-$2.0M2026-10-20
M Holdings Securities, Inc.
DECREASED15,84817,273-1,425-8%$1.1M$1.1K-$1.1M2026-11-03
Triad Wealth Partners, LLC
NEW14,484—+14,484——$1.0M—2026-10-26
Lionsbridge Wealth Management LLC
NEW14,172—+14,172——$1.0M—2026-10-26
B. Riley Wealth Advisors, Inc.
NEW14,112—+14,112——$1.0M—2026-10-13
Wedbush Securities Inc
INCREASED13,90013,220+680+5%$850.0K$996-$849.0K2026-10-22
Activest Wealth Management
UNCHANGED11,59611,59600%$745.6K$831.3K+$85.7K2026-10-15
Sage Mountain Advisors LLC
UNCHANGED11,33811,33800%$729.0K$812.8K+$83.8K2026-11-02
Nova Financial LLC
NEW11,168—+11,168——$800.6K—2026-11-04
TopTier Wealth Management, LLC
DECREASED11,02811,227-199-2%$721.9K$790.6K+$68.8K2026-10-16
McElhenny Sheffield Capital Management, LLC
NEW10,966—+10,966——$786.2K—2026-11-06
Investment Management Corp
NEW10,725—+10,725——$768.9K—2026-11-03
Advisor Resource Council
INCREASED10,6449,509+1,135+12%$630.3K$782.3K+$152.1K2026-11-05
Noble Wealth Management PBC
INCREASED10,5351,000+9,535+954%$64.3K$755.3K+$691.0K2026-10-01
Ashton Thomas Private Wealth, LLC
INCREASED10,43610,386+50+0%$667.8K$748.2K+$80.3K2026-11-03
Mascagni Wealth Management, Inc.
DECREASED10,42011,265-845-7%$724.3K$747.0K+$22.7K2026-10-23
Victory Financial Group, LLC
INCREASED9,8689,784+84+1%$629.1K$707.4K+$78.3K2026-10-27
Financial Freedom, LLC
UNCHANGED9,5049,50400%$611.1K$681.3K+$70.2K2026-11-06
Norden Group LLC
DECREASED9,3339,353-200%$601.4K$669.0K+$67.7K2026-10-20
Wealthcare Advisory Partners LLC
DECREASED9,0409,148-108-1%$588.2K$648.1K+$59.9K2026-10-21
Integrity Alliance, Llc.
INCREASED8,0514,505+3,546+79%$289.7K$577.2K+$287.5K2026-10-29
GC Wealth Management RIA, LLC
INCREASED7,7496,129+1,620+26%$394.1K$555.5K+$161.5K2026-11-02
Evolution Wealth Advisors, LLC
INCREASED7,6075,937+1,670+28%$381.7K$545.3K+$163.6K2026-11-03
Partners Wealth Management, LLC
NEW7,573—+7,573——$542.9K—2026-10-28
Focus Financial Network, Inc.
DECREASED7,5619,877-2,316-23%$635.1K$542.0K-$93.0K2026-10-14
Milestone Asset Management, LLC
DECREASED7,5099,421-1,912-20%$605.8K$538.3K-$67.5K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED7,4975,503+1,994+36%$372.5K$547.5K+$175.0K2026-10-13
Iams Wealth Management, LLC
DECREASED7,4868,045-559-7%$517.3K$536.7K+$19.4K2026-10-15
Southland Equity Partners LLC
NEW7,083—+7,083——$507.8K—2026-10-14
WT Wealth Management
DECREASED7,0278,248-1,221-15%$530.3K$503.8K-$26.6K2026-10-13
Xcel Wealth Management, LLC
DECREASED6,8836,928-45-1%$445.5K$493.4K+$48.0K2026-10-26
NovaPoint Capital, LLC
NEW6,853—+6,853——$491.3K—2026-10-22
Anchor Capital Advisors LLC
UNCHANGED6,7436,74300%$433.6K$483.4K+$49.8K2026-11-05
CenterStar Asset Management, LLC
NEW6,552—+6,552——$469.7K—2026-10-09
IFS Advisors, LLC
NEW6,511—+6,511——$466.8K—2026-10-14
Unique Wealth, LLC
DECREASED6,3248,082-1,758-22%$519.7K$453.4K-$66.3K2026-10-16
Diversify Advisory Services, LLC
DECREASED6,1897,984-1,795-22%$503.1K$450.0K-$53.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED6,1897,984-1,795-22%$503.1K$450.0K-$53.1K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED6,1727,379-1,207-16%$474.5K$442.5K-$32.0K2026-10-23
Moors & Cabot, Inc.
NEW5,923—+5,923——$424.6K—2026-11-06
Howard Capital Management, LLC
UNCHANGED5,8485,84800%$376.0K$419.2K+$43.2K2026-10-16
BetterWealth, LLC
UNCHANGED5,8255,82500%$374.5K$417.6K+$43.0K2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED5,7005,794-94-2%$372.6K$408.6K+$36.1K2026-11-05
Sowell Financial Services LLC
DECREASED5,6105,699-89-2%$366.4K$402.2K+$35.7K2026-10-23
Bank of Montreal
INCREASED5,2794,242+1,037+24%$272.8K$378.5K+$105.7K2026-11-09
Ignite Planners, LLC
INCREASED5,2735,043+230+5%$324.2K$378.0K+$53.8K2026-10-14
Truist Financial Corp
NEW5,144—+5,144——$368.8K—2026-10-30
Members Wealth LLC
UNCHANGED4,9024,90200%$315.2K$361.3K+$46.0K2026-10-20
Signature Equity Partners, LLC
INCREASED4,6494,564+85+2%$293.5K$333.3K+$39.8K2026-10-29
JB Capital LLC
UNCHANGED4,6144,61400%$296.7K$330.8K+$34.1K2026-10-19
Dynamic Advisor Solutions LLC
UNCHANGED4,4874,48700%$288.5K$321.7K+$33.2K2026-10-13
Anson Capital, Inc.
UNCHANGED4,4434,44300%$285.7K$318.5K+$32.8K2026-10-23
Three Seasons Wealth, LLC
DECREASED4,4385,989-1,551-26%$385.1K$318.2K-$66.9K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED4,3604,560-200-4%$293.2K$312.6K+$19.4K2026-11-06
Independent Financial Group, LLC
NEW4,349—+4,349——$311.8K—2026-10-13
Annex Advisory Services, LLC
NEW4,342—+4,342——$311.3K—2026-10-16
AFG Fiduciary Services Limited Partnership
NEW4,325—+4,325——$321.3K—2026-10-21
Midwest Financial Group LLC
INCREASED4,2934,045+248+6%$260.1K$307.8K+$47.7K2026-10-15
City of London Investment Management Co LTD
NEW4,255—+4,255——$305.0K—2026-10-30
Firestone Capital Management
UNCHANGED4,1824,18200%$268.9K$299.8K+$30.9K2026-11-03
WealthPlan Investment Management, LLC
DECREASED3,9334,240-307-7%$272.7K$282.0K+$9.3K2026-10-15
Vise Technologies, Inc.
NEW3,886—+3,886——$278.6K—2026-10-29
Atria Investments, Inc
NEW3,690—+3,690——$264.5K—2026-10-15
Clearstead Advisors, LLC
UNCHANGED3,6213,62100%$232.8K$259.6K+$26.8K2026-11-06
1900 Wealth Management LLC
DECREASED3,4993,571-72-2%$229.6K$250.8K+$21.2K2026-10-13
World Equity Group, Inc.
DECREASED3,4829,195-5,713-62%$591.2K$249.6K-$341.6K2026-10-14
Platform Technology Partners
UNCHANGED3,3763,37600%$217.1K$242.0K+$24.9K2026-11-02
Roman Butler Fullerton & Co
NEW3,371—+3,371——$244.3K—2026-10-27
Koshinski Asset Management, Inc.
NEW3,300—+3,300——$236.6K—2026-10-29
Earned Wealth Advisors, LLC
INCREASED3,2703,200+70+2%$205.8K$234.4K+$28.7K2026-11-06
IPG Investment Advisors LLC
UNCHANGED3,2503,25000%$209.0K$233.0K+$24.0K2026-10-30
Integrated Advisors Network LLC
DECREASED3,2453,611-366-10%$232.2K$232.6K+$4432026-10-20
Visionary Wealth Advisors
DECREASED3,1974,128-931-23%$265.4K$229.2K-$36.2K2026-11-04
Synergy Asset Management, LLC
NEW3,091—+3,091——$221.6K—2026-11-05
New Wave Wealth Advisors LLC
NEW3,022—+3,022——$224.5K—2026-10-19
Avantra Family Wealth, Inc.
NEW2,989—+2,989——$214.3K—2026-10-20
Carter Financial Group, Inc.
NEW2,833—+2,833——$203.1K—2026-10-21
180 Wealth Advisors, LLC
NEW2,822—+2,822——$202.3K—2026-11-03
Signal Advisors Wealth, LLC
NEW2,817—+2,817——$202.0K—2026-10-13
SBI Securities Co., Ltd.
INCREASED2,8112,278+533+23%$146.5K$201.5K+$55.0K2026-10-22
Harbor Capital Advisors, Inc.
NEW2,799—+2,799——$201—2026-10-22
Kingdom Financial Group Llc.
DECREASED2,6422,816-174-6%$181.1K$189.4K+$8.4K2026-11-04
FNY Investment Advisers, LLC
NEW2,586—+2,586——$185—2026-10-16
Holos Integrated Wealth LLC
UNCHANGED2,5502,55000%$168.9K$184.8K+$15.9K2026-10-23
KBC Group NV
INCREASED2,4822,400+82+3%$154.0K$178-$153.8K2026-10-22
US Bancorp \de\
UNCHANGED2,2092,20900%$142.0K$158.4K+$16.3K2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED1,9781,97800%$127.2K$141.8K+$14.6K2026-11-02
GK Wealth Management LLC
NEW1,942—+1,942——$139.3K—2026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED1,6041,60400%$45.1K$115-$44.9K2026-11-04
Richardson Capital Management LLC
UNCHANGED1,5331,53300%$98.6K$109.9K+$11.3K2026-10-23
Chung Wu Investment Group, LLC
NEW1,430—+1,430——$102.5K—2026-11-03
Reyes Financial Architecture, Inc.
INCREASED1,381991+390+39%$63.7K$99.0K+$35.3K2026-10-22
Nemes Rush Group LLC
UNCHANGED1,2501,25000%$80.4K$89.6K+$9.2K2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED1,0001,00000%$64.3K$71.7K+$7.4K2026-10-21
William Mack & Associates, Inc.
NEW878—+878——$62.9K—2026-10-27
Compass Financial Management LLC
UNCHANGED86886800%$57.8K$62.2K+$4.4K2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED863764+99+13%$49.1K$61.9K+$12.7K2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED73073000%$46.9K$52.3K+$5.4K2026-10-23
Central Trust Co
INCREASED683240+443+185%$15.4K$49.0K+$33.5K2026-11-05
Farther Finance Advisors, LLC
INCREASED644642+2+0%$41.3K$46.2K+$4.9K2026-10-08
Balance Wealth Partners LLC
NEW612—+612——$43.9K—2026-10-27
Hilton Head Capital Partners, LLC
DECREASED492792-300-38%$50.9K$35.3K-$15.7K2026-10-23
Fifth Third Bancorp
UNCHANGED48248200%$31.0K$34.6K+$3.6K2026-11-05
Motco
NEW351—+351——$25.2K—2026-11-09
Gamma Investing LLC
UNCHANGED30430400%$19.5K$21.8K+$2.2K2026-10-08
Allworth Financial LP
UNCHANGED29329300%$18.8K$18.8K$02026-11-06
Parallel Advisors, LLC
UNCHANGED28928900%$18.6K$20.7K+$2.1K2026-11-03
Albion Financial Group
UNCHANGED28528500%$18.3K$20.4K+$2.1K2026-10-21
CoreCap Advisors, LLC
DECREASED264291-27-9%$18.7K$19.0K+$2852026-10-08
Investors Research Corp
UNCHANGED24024000%$15.4K$17.2K+$1.8K2026-10-07
Larson Financial Group LLC
DECREASED200600-400-67%$38.6K$14.3K-$24.2K2026-11-05
Innova Wealth Partners
NEW150—+150——$10.8K—2026-10-21
Y.D. More Investments Ltd
NEW147—+147——$10.5K—2026-11-02
Strive Financial Group,LLC
NEW145—+145——$10.4K—2026-11-09
Latitude Advisors, LLC
NEW143—+143——$10.3K—2026-10-27
IMG Wealth Management, Inc.
UNCHANGED11211200%$7.2K$8.0K+$8272026-10-27
Gen-Wealth Partners Inc
UNCHANGED828200%$5.3K$5.9K+$6062026-11-04
Creative Financial Designs Inc
UNCHANGED787800%$5.0K$5.6K+$5772026-11-04
GHP Investment Advisors, Inc.
UNCHANGED767600%$4.9K$5.4K+$5622026-10-15
Atlantic Edge Private Wealth Management, LLC
NEW75—+75——$5.4K—2026-10-20
Nfsg Corp
UNCHANGED757500%$4.8K$5.4K+$5542026-10-15
Assetmark, Inc
NEW63—+63——$4.5K—2026-10-21
Ascentis Independent Advisors
NEW56—+56——$4.1K—2026-11-03
1620 Investment Advisors, Inc.
NEW45—+45——$3.2K—2026-11-04
Vima LLC
NEW42—+42——$3.0K—2026-10-23
McCarley & Cook Financial Planners
NEW27—+27——$1.9K—2026-10-21
Jacobi Capital Management LLC
NEW21—+21——$1.5K—2026-11-05
Horrell Capital Management, Inc.
NEW10—+10——$1—2026-10-08
Planning Strategies Inc.
DECREASED686-80-93%$5.5K$448-$5.1K2026-10-02
WPG Advisers, LLC
UNCHANGED5500%$322$358+$362026-10-27
Evolution Wealth Management Inc.
NEW4—+4——$264—2026-10-28
Blue Trust, Inc.
NEW3—+3——$248—2026-10-15
Asset Dedication, LLC
UNCHANGED2200%$129$144+$152026-11-03
Russell Investments Group, Ltd.
UNCHANGED1100%$64$72+$82026-11-06
Legacies Wealth LLC
CLOSED032,208-32,208-100%$2.1M$0-$2.1M2026-11-02
Barclays PLC
CLOSED029,900-29,900-100%$1.9M$0-$1.9M2026-11-06
Jefferies Financial Group Inc.
CLOSED015,990-15,990-100%$1.0M$0-$1.0M2026-11-05
Belvedere Trading LLC
CLOSED014,451-14,451-100%$929.2K$0-$929.2K2026-11-05
Freestone Capital Holdings, LLC
CLOSED06,677-6,677-100%$429.4K$0-$429.4K2026-11-09
Squarepoint Ops LLC
CLOSED05,700-5,700-100%$366.5K$0-$366.5K2026-11-09
PFG Advisors
CLOSED05,503-5,503-100%$353.8K$0-$353.8K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED03,520-3,520-100%$226.3K$0-$226.3K2026-10-14
Curran Financial Partners, LLC
CLOSED03,257-3,257-100%$209.4K$0-$209.4K2026-11-04
Ramsey Quantitative Systems
CLOSED03,000-3,000-100%$192.9K$0-$192.9K2026-10-22
Bellecapital International Ltd.
CLOSED02,443-2,443-100%$157.1K$0-$157.1K2026-10-21
International Assets Investment Management, LLC
CLOSED02,345-2,345-100%$154.4K$0-$154.4K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0816-816-100%$52.5K$0-$52.5K2026-11-06
Mather Group, Llc.
CLOSED0664-664-100%$42.7K$0-$42.7K2026-10-14
MCF Advisors LLC
CLOSED0415-415-100%$26.7K$0-$26.7K2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED0170-170-100%$10.9K$0-$10.9K2026-10-16
Signaturefd, LLC
CLOSED025-25-100%$1.6K$0-$1.6K2026-10-23
Horizon Investments, LLC
N/A—2,535,713-2,535,713-100%$163.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,790,000-1,790,000-100%$115.1M———
Goldman Sachs Group Inc
N/A—1,068,312-1,068,312-100%$68.7M———
Two Sigma Investments, LP
N/A—892,600-892,600-100%$57.4M———
UBS Group AG
N/A—490,117-490,117-100%$31.5M———
Cerity Partners LLC
N/A—421,598-421,598-100%$27.1M———
HighTower Advisors, LLC
N/A—419,956-419,956-100%$27.0M———
Morgan Stanley
N/A—374,828-374,828-100%$24.1M———
Presper Financial Architects, LLC
N/A—340,161-340,161-100%$21.9M———
Royal Bank of Canada
N/A—279,845-279,845-100%$18.0M———
Osaic Holdings, Inc.
N/A—240,865-240,865-100%$15.5M———
Rockefeller Capital Management L.P.
N/A—235,756-235,756-100%$15.2M———
Envestnet Asset Management Inc
N/A—207,973-207,973-100%$13.4M———
Millennium Management LLC
N/A—181,773-181,773-100%$11.7M———
LaSalle St. Investment Advisors, LLC
N/A—142,809-142,809-100%$9.2M———
LMR Partners LLP
N/A—138,000-138,000-100%$8.9M———
Bank of America Corp
N/A—132,370-132,370-100%$8.5M———
Group One Trading LLC
N/A—126,424-126,424-100%$8.1M———
Qube Research & Technologies Ltd
N/A—125,958-125,958-100%$8.1M———
Concentric Capital Strategies, LP
N/A—104,555-104,555-100%$6.7M———
LEE Johnson Capital Management, LLC
N/A—101,392-101,392-100%$6.5M———
Tower Research Capital LLC (TRC)
N/A—87,868-87,868-100%$5.6M———
Estate Planners Group, LLC
N/A—75,459-75,459-100%$4.9M———
Susquehanna International Group, LLP
N/A—71,165-71,165-100%$4.6M———
Itau Unibanco Holding S.A.
N/A—69,603-69,603-100%$4.5M———
Mariner, LLC
N/A—68,904-68,904-100%$4.4M———
Ausdal Financial Partners, Inc.
N/A—63,717-63,717-100%$4.1M———
Regatta Research & Money Management
N/A—58,552-58,552-100%$3.8M———
Advyzon Investment Management, LLC
N/A—55,677-55,677-100%$3.6M———
Maven Securities LTD
N/A—54,979-54,979-100%$3.5M———
Caption Management, LLC
N/A—52,000-52,000-100%$3.3M———
Liberty One Investment Management, LLC
N/A—43,894-43,894-100%$2.8M———
CI Investments Inc.
N/A—43,571-43,571-100%$2.8M———
Advisory Services Network, LLC
N/A—42,883-42,883-100%$2.8M———
Northwestern Mutual Wealth Management Co
N/A—38,802-38,802-100%$2.5M———
Federation des caisses Desjardins du Quebec
N/A—34,010-34,010-100%$2.2M———
Vienna Asset Management LLC
N/A—32,375-32,375-100%$2.1M———
IEQ Capital, LLC
N/A—32,224-32,224-100%$2.1M———
MML Investors Services, LLC
N/A—31,929-31,929-100%$2.1M———
Cetera Investment Advisers
N/A—31,662-31,662-100%$2.0M———
Janney Montgomery Scott LLC
N/A—29,878-29,878-100%$1.9M———
Belpointe Asset Management LLC
N/A—29,337-29,337-100%$1.9M———
Principal Securities, Inc.
N/A—28,797-28,797-100%$1.9M———
Lighthouse Investment Partners, LLC
N/A—28,701-28,701-100%$1.8M———
AQR Capital Management LLC
N/A—23,470-23,470-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—21,428-21,428-100%$1.4M———
FirstWave Capital Management LLC
N/A—20,000-20,000-100%$1.3M———
NewEdge Advisors, LLC
N/A—19,576-19,576-100%$1.3M———
Spartan Wealth Advisory Services LLC
N/A—19,489-19,489-100%$1.3M———
JPMorgan Chase & Co
N/A—19,474-19,474-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—18,994-18,994-100%$1.2M———
Maridea Wealth Management LLC
N/A—18,786-18,786-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—17,992-17,992-100%$1.2M———
HRT Financial LP
N/A—17,984-17,984-100%$1.2M———
Sanctuary Advisors, LLC
N/A—17,187-17,187-100%$1.1M———
Summit Financial, LLC
N/A—16,616-16,616-100%$1.1M———
Boothbay Fund Management, LLC
N/A—16,500-16,500-100%$1.1M———
Florida Financial Advisors, LLC
N/A—16,454-16,454-100%$1.1M———
Capital Advisor Network LLC
N/A—15,418-15,418-100%$991.4K———
Ameritas Advisory Services, LLC
N/A—15,353-15,353-100%$987.2K———
Centaurus Financial, Inc.
N/A—14,356-14,356-100%$923.0K———
Captrust Financial Advisors
N/A—14,024-14,024-100%$901.8K———
DRW Securities, LLC
N/A—13,952-13,952-100%$897.1K———
Raymond James Financial Inc
N/A—13,660-13,660-100%$878.3K———
Kovack Advisors, Inc.
N/A—13,137-13,137-100%$864.9K———
Integrated Wealth Concepts LLC
N/A—13,032-13,032-100%$838.0K———
Beacon Pointe Advisors, LLC
N/A—12,371-12,371-100%$795.5K———
Boxwood Ventures, Inc.
N/A—12,000-12,000-100%$771.6K———
Steward Partners Investment Advisory, LLC
N/A—11,225-11,225-100%$721.8K———
Ionic Capital Management LLC
N/A—11,033-11,033-100%$709.4K———
Fortis Capital Advisors, LLC
N/A—10,560-10,560-100%$679.0K———
Alpha Financial Partners LLC
N/A—9,823-9,823-100%$631.6K———
MAI Capital Management
N/A—9,817-9,817-100%$631.2K———
Venturi Wealth Management, LLC
N/A—9,315-9,315-100%$599.0K———
Focus Partners Wealth
N/A—8,811-8,811-100%$566.6K———
Smith, Moore & Co.
N/A—8,635-8,635-100%$555.2K———
Regal Investment Advisors LLC
N/A—8,527-8,527-100%$548.3K———
Harbour Investments, Inc.
N/A—8,234-8,234-100%$529.4K———
Two Sigma Securities, LLC
N/A—8,078-8,078-100%$519.4K———
Blair William & Co
N/A—7,625-7,625-100%$490.3K———
Norris Financial Group, LLC
N/A—7,600-7,600-100%$488.7K———
Brookwood Investment Group LLC
N/A—7,430-7,430-100%$477.7K———
Concorde Asset Management, LLC
N/A—7,170-7,170-100%$461.0K———
Marex Group Ltd
N/A—6,513-6,513-100%$418.8K———
World Investment Advisors
N/A—6,232-6,232-100%$361.8K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—5,894-5,894-100%$379.0K———
Vestmark Advisory Solutions, Inc.
N/A—5,794-5,794-100%$372.6K———
FFT Wealth Management LLC
N/A—5,790-5,790-100%$372.3K———
Scotia Capital Inc.
N/A—5,555-5,555-100%$357.2K———
Waverly Advisors, LLC
N/A—5,000-5,000-100%$321.5K———
IHT Wealth Management, LLC
N/A—4,492-4,492-100%$288.8K———
Strategic Financial Concepts, LLC
N/A—4,403-4,403-100%$283.1K———
Strategic Wealth Partners, Ltd.
N/A—4,036-4,036-100%$259.5K———
Geometric Wealth Advisors
N/A—3,465-3,465-100%$222.8K———
Fischer Investment Strategies, LLC
N/A—3,364-3,364-100%$216.3K———
Franklin Resources Inc
N/A—3,364-3,364-100%$216.3K———
PFG Investments, LLC
N/A—3,237-3,237-100%$208.2K———
Smartleaf Asset Management LLC
N/A—3,200-3,200-100%$203.3K———
Wealthspire Advisors, LLC
N/A—3,144-3,144-100%$202.1K———
AE Wealth Management LLC
N/A—2,945-2,945-100%$189.3K———
PIN OAK Investment Advisors Inc
N/A—2,855-2,855-100%$184.0K———
Arax Advisory Partners
N/A—2,495-2,495-100%$160.4K———
SHP Wealth Management
N/A—473-473-100%$30.4K———
Fiduciary Financial Advisors
N/A—454-454-100%$29.2K———
National Bank of Canada
N/A—439-439-100%$28.2K———
Bogart Wealth, LLC
N/A—301-301-100%$19.4K———
Raelipskie Partnership
N/A—170-170-100%$10.9K———
Global Retirement Partners, LLC
N/A—111-111-100%$7.1K———
Brown Brothers Harriman & Co
N/A—76-76-100%$4.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—71-71-100%$4.6K———
Wells Fargo & Company
N/A—58-58-100%$3.7K———
Medallion Wealth Advisors, LLC
N/A—26-26-100%$1.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—15-15-100%$964———
Cypress Capital Management LLC (WY)
N/A—8-8-100%$514———
O'shaughnessy Asset Management, LLC
N/A—6-6-100%$386———
Showing 327 of 327 institutions