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Nuveen Amt-Fr Qlty Muni Inc (XNEAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,842,345 from 1,607,896
Change+234,449 (+15%)
Value$18.3M (-$545.4K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares1,749,154 from 1,472,608
Change+276,546 (+19%)
Value$17.4M (+$115.7K)
Filed 2026-11-06
Congress Park Capital LLC
INCREASED
Shares1,005,000 from 850,000
Change+155,000 (+18%)
Value$10.0M (+$20.8K)
Filed 2026-10-13
Melone Private Wealth, LLC
INCREASED
Shares988,236 from 862,704
Change+125,532 (+15%)
Value$9.8M (-$295.2K)
Filed 2026-10-16
Eagle Bluffs Wealth Management LLC
INCREASED
Shares770,684 from 732,015
Change+38,669 (+5%)
Value$7.7M (-$921.7K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares586,267 from 579,186
Change+7,081 (+1%)
Value$5.8M (-$966.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares497,725 from 539,031
Change-41,306 (-8%)
Value$5.0M (-$1.3M)
Filed 2026-11-02
Cresta Advisors, Ltd.
DECREASED
Shares445,647 from 455,647
Change-10,000 (-2%)
Value$4.4M (-$915.1K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares371,048 from 112,000
Change+259,048 (+231%)
Value$3.7M (+$2.4M)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares363,312 from 362,233
Change+1,079 (+0%)
Value$3.6M (-$637.7K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares304,992 from 316,233
Change-11,241 (-4%)
Value$3.0M (-$677.9K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares245,320 from 237,042
Change+8,278 (+3%)
Value$2.4K (-$2.8M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares231,137 from 320,442
Change-89,305 (-28%)
Value$2.3M (-$1.5M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares230,857 from 230,798
Change+59 (+0%)
Value$2.3M (-$428.2K)
Filed 2026-11-04
Wakefield Asset Management Lllp
INCREASED
Shares218,513 from 199,971
Change+18,542 (+9%)
Value$2.2M (-$173.8K)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares160,872 from 314,670
Change-153,798 (-49%)
Value$1.6M (-$2.0M)
Filed 2026-11-06
Gill Capital Partners, LLC
DECREASED
Shares132,621 from 137,852
Change-5,231 (-4%)
Value$1.3M (-$298.8K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares131,746 from 96,074
Change+35,672 (+37%)
Value$1.4M (+$254.1K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares128,976 from 72,985
Change+55,991 (+77%)
Value$1.3M (+$426.5K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares123,068 from 122,982
Change+86 (+0%)
Value$1.2M (-$219.3K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares121,950 from 138,718
Change-16,768 (-12%)
Value$1.2M (-$415.1K)
Filed 2026-10-09
Abel Hall, LLC
UNCHANGED
Shares120,000 from 120,000
Change0 (0%)
Value$1.2M (-$214.8K)
Filed 2026-10-19
Kercheville Advisors, LLC
DECREASED
Shares119,232 from 137,134
Change-17,902 (-13%)
Value$1.2M (-$423.6K)
Filed 2026-10-19
Wesbanco Bank Inc
DECREASED
Shares119,102 from 119,188
Change-86 (0%)
Value$1.2M (-$214.2K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares116,986 from 114,446
Change+2,540 (+2%)
Value$1.2M (-$179.6K)
Filed 2026-10-21
Venture Visionary Partners LLC
DECREASED
Shares116,176 from 122,976
Change-6,800 (-6%)
Value$1.2M (-$287.8K)
Filed 2026-10-07
PNC Financial Services Group, Inc.
DECREASED
Shares111,226 from 111,676
Change-450 (0%)
Value$1.1M (-$204.4K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares108,480 from 119,700
Change-11,220 (-9%)
Value$1.1M (-$302.4K)
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares101,016 from 101,016
Change0 (0%)
Value$1.0M (-$180.8K)
Filed 2026-10-14
Childress Capital Advisors, LLC
UNCHANGED
Shares96,000 from 96,000
Change0 (0%)
Value$955.2K (-$171.8K)
Filed 2026-10-28
MBA Advisors LLC
UNCHANGED
Shares94,110 from 94,110
Change0 (0%)
Value$936.4K (-$168.5K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares91,144 from 106,073
Change-14,929 (-14%)
Value$906.9K (-$338.4K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares78,971 from 71,584
Change+7,387 (+10%)
Value$785.8K (-$54.6K)
Filed 2026-10-26
Whipplewood Advisors, LLC
INCREASED
Shares78,723 from 73,837
Change+4,886 (+7%)
Value$783.3K (-$83.6K)
Filed 2026-10-20
Integrity Wealth Partners, LLC
NEW
Shares72,224
Change+72,224
Value$718.6K
Filed 2026-10-14
Uniting Wealth Partners, LLC
INCREASED
Shares70,309 from 70,211
Change+98 (+0%)
Value$704.4K (-$124.7K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares69,104 from 68,428
Change+676 (+1%)
Value$687.6K (-$115.8K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares68,649 from 42,489
Change+26,160 (+62%)
Value$683.1K (+$184.2K)
Filed 2026-11-05
Naples Global Advisors, LLC
UNCHANGED
Shares66,431 from 66,431
Change0 (0%)
Value$665.5K (-$118.9K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares59,833 from 58,775
Change+1,058 (+2%)
Value$595.3K (-$94.7K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED
Shares56,656 from 52,929
Change+3,727 (+7%)
Value$563.7K (-$57.7K)
Filed 2026-10-14
Aviance Capital Partners, LLC
DECREASED
Shares56,129 from 73,808
Change-17,679 (-24%)
Value$558.5K (-$308.0K)
Filed 2026-10-29
Altus Wealth Group LLC
UNCHANGED
Shares53,685 from 53,685
Change0 (0%)
Value$534.2K (-$96.1K)
Filed 2026-10-20
Lifetime Wealth Management P.C.
UNCHANGED
Shares53,500 from 53,500
Change0 (0%)
Value$532.3K (-$95.8K)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares50,453 from 228,623
Change-178,170 (-78%)
Value$502.0K (-$2.2M)
Filed 2026-10-30
Myecfo, LLC
UNCHANGED
Shares49,900 from 49,900
Change0 (0%)
Value$496.5K (-$89.3K)
Filed 2026-10-14
Melfa Wealth Management, Inc.
INCREASED
Shares49,259 from 16,259
Change+33,000 (+203%)
Value$490.1K (+$299.2K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
INCREASED
Shares48,672 from 37,787
Change+10,885 (+29%)
Value$484.3K (+$40.7K)
Filed 2026-10-28
Realta Investment Advisors
UNCHANGED
Shares48,152 from 48,152
Change0 (0%)
Value$479.1K (-$86.2K)
Filed 2026-10-14
HUB Investment Partners, LLC
DECREASED
Shares47,542 from 54,842
Change-7,300 (-13%)
Value$473.0K (-$170.8K)
Filed 2026-11-03
Balefire, LLC
INCREASED
Shares45,953 from 45,140
Change+813 (+2%)
Value$457.2K (-$72.7K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares44,205 from 43,954
Change+251 (+1%)
Value$439.8K (-$76.2K)
Filed 2026-11-05
Rinkey Investments
UNCHANGED
Shares43,500 from 43,500
Change0 (0%)
Value$432.8K (-$77.9K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares41,260 from 44,780
Change-3,520 (-8%)
Value$410.5K (-$115.2K)
Filed 2026-10-14
HBK Sorce Advisory LLC
NEW
Shares41,026
Change+41,026
Value$425.4K
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares39,675 from 38,706
Change+969 (+3%)
Value$394.8K (-$59.6K)
Filed 2026-10-08
Valen Private Capital, LLC
NEW
Shares38,489
Change+38,489
Value$383.0K
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares38,207 from 38,259
Change-52 (0%)
Value$382.8K (-$69.0K)
Filed 2026-11-04
Central Trust Co
INCREASED
Shares37,800 from 37,000
Change+800 (+2%)
Value$376.1K (-$58.3K)
Filed 2026-11-05
Mystic Asset Management, Inc.
INCREASED
Shares37,666 from 31,666
Change+6,000 (+19%)
Value$374.8K (+$3.0K)
Filed 2026-10-15
Ackerman Capital Advisors, LLC
NEW
Shares36,188
Change+36,188
Value$360.1K
Filed 2026-10-30
Artesa Financial Group, LLC
INCREASED
Shares35,928 from 28,942
Change+6,986 (+24%)
Value$357.5K (+$17.7K)
Filed 2026-10-29
Capital Management Associates, Inc
NEW
Shares35,448
Change+35,448
Value$352.7K
Filed 2026-10-20
Essential Investment Partners LLC
UNCHANGED
Shares34,500 from 34,500
Change0 (0%)
Value$343.3K (-$61.8K)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares34,135 from 33,879
Change+256 (+1%)
Value$339.6K (-$58.1K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares33,025 from 26,180
Change+6,845 (+26%)
Value$328.6K (+$21.2K)
Filed 2026-11-05
Gridiron Partners, LLC
UNCHANGED
Shares31,618 from 31,618
Change0 (0%)
Value$314.6K (-$56.6K)
Filed 2026-10-08
Chapin Davis, Inc.
UNCHANGED
Shares30,705 from 30,705
Change0 (0%)
Value$305.5K (-$55.0K)
Filed 2026-10-09
Successful Portfolios LLC
DECREASED
Shares29,514 from 29,559
Change-45 (0%)
Value$290.9K (-$51.9K)
Filed 2026-10-09
Fiera Capital Corp
DECREASED
Shares29,094 from 221,530
Change-192,436 (-87%)
Value$289.5K (-$2.3M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares28,239 from 25,239
Change+3,000 (+12%)
Value$331.5K (+$35.2K)
Filed 2026-11-06
MSH Capital Advisors LLC
UNCHANGED
Shares28,070 from 28,070
Change0 (0%)
Value$279.3K (-$50.2K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED
Shares27,454 from 27,087
Change+367 (+1%)
Value$273.2K (-$44.8K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares26,425 from 26,425
Change0 (0%)
Value$262.9K (-$47.3K)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED
Shares24,942 from 23,217
Change+1,725 (+7%)
Value$248.2K (-$24.4K)
Filed 2026-11-03
Yanni & Associates Investment Advisors, LLC
NEW
Shares24,492
Change+24,492
Value$243.7K
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$238.8K (-$43.0K)
Filed 2026-10-27
King Luther Capital Management Corp
UNCHANGED
Shares23,602 from 23,602
Change0 (0%)
Value$234.8K (-$42.2K)
Filed 2026-11-05
Leisure Capital Management
UNCHANGED
Shares23,418 from 23,418
Change0 (0%)
Value$233.0K (-$41.9K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$228.9K (-$41.2K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares22,818 from 124,672
Change-101,854 (-82%)
Value$227.0K (-$1.2M)
Filed 2026-10-08
Harmony Asset Management LLC
DECREASED
Shares22,400 from 23,400
Change-1,000 (-4%)
Value$222.9K (-$51.8K)
Filed 2026-10-20
Retirement Planning Group, LLC
UNCHANGED
Shares21,578 from 21,578
Change0 (0%)
Value$214.7K (-$38.6K)
Filed 2026-10-19
Peddock Capital Advisors, LLC
UNCHANGED
Shares21,425 from 21,425
Change0 (0%)
Value$213.2K (-$38.4K)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares20,813
Change+20,813
Value$207.1K
Filed 2026-10-26
Investors Asset Management of Georgia Inc
INCREASED
Shares20,009 from 19,192
Change+817 (+4%)
Value$199.1K (-$26.2K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$199.0K (-$25.6K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
UNCHANGED
Shares19,882 from 19,882
Change0 (0%)
Value$197.8K (-$35.6K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares19,468 from 13,735
Change+5,733 (+42%)
Value$193.7K (+$32.5K)
Filed 2026-10-23
Invariant Investment Management
NEW
Shares18,837
Change+18,837
Value$190.1K
Filed 2026-10-08
Virtue Asset Management LLC
UNCHANGED
Shares18,826 from 18,826
Change0 (0%)
Value$187.3K (-$33.7K)
Filed 2026-10-21
Great Lakes Retirement, Inc.
UNCHANGED
Shares18,736 from 18,736
Change0 (0%)
Value$187.7K (-$33.5K)
Filed 2026-10-26
BAR Harbor Wealth Management
UNCHANGED
Shares17,711 from 17,711
Change0 (0%)
Value$176.2K (-$31.7K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares16,905 from 16,858
Change+47 (+0%)
Value$168.2K (-$29.7K)
Filed 2026-10-23
Parallel Advisors, LLC
NEW
Shares16,750
Change+16,750
Value$166.7K
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
INCREASED
Shares16,634 from 11,484
Change+5,150 (+45%)
Value$167.7K (+$32.8K)
Filed 2026-10-22
Mezzasalma Advisors, LLC
INCREASED
Shares16,178 from 15,910
Change+268 (+2%)
Value$161.0K (-$25.8K)
Filed 2026-10-14
Altfest L J & Co Inc
UNCHANGED
Shares15,739 from 15,739
Change0 (0%)
Value$156.6K (-$28.2K)
Filed 2026-10-27
RFG Advisory, LLC
UNCHANGED
Shares15,733 from 15,733
Change0 (0%)
Value$156.5K (-$28.2K)
Filed 2026-11-03
Apeiron RIA LLC
NEW
Shares14,808
Change+14,808
Value$149.3K
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares14,661 from 18,770
Change-4,109 (-22%)
Value$145.9K (-$74.5K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares14,429 from 14,367
Change+62 (+0%)
Value$143.6K (-$25.1K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares14,388 from 14,340
Change+48 (+0%)
Value$143.2K (-$25.2K)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares14,250 from 14,250
Change0 (0%)
Value$141.8K (-$25.5K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
NEW
Shares14,116
Change+14,116
Value$140.5K
Filed 2026-10-13
Barry Investment Advisors, LLC
DECREASED
Shares13,588 from 13,597
Change-9 (0%)
Value$136.1K (-$24.4K)
Filed 2026-10-14
MGO One Seven LLC
NEW
Shares13,557
Change+13,557
Value$134.9K
Filed 2026-10-28
Creative Financial Designs Inc
NEW
Shares13,144
Change+13,144
Value$130.8K
Filed 2026-11-04
XML Financial, LLC
NEW
Shares13,000
Change+13,000
Value$129.4K
Filed 2026-10-29
Intrua Financial, LLC
NEW
Shares12,550
Change+12,550
Value$124.9K
Filed 2026-10-28
Calamos Wealth Management LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$119.4K (-$21.5K)
Filed 2026-11-02
Capital Squared Financial LLC
INCREASED
Shares11,963 from 11,751
Change+212 (+2%)
Value$119.0K (-$18.9K)
Filed 2026-10-30
Insight Wealth Strategies, LLC
INCREASED
Shares11,889 from 11,746
Change+143 (+1%)
Value$118.3K (-$19.1K)
Filed 2026-10-09
SMH Capital Advisors Inc
UNCHANGED
Shares11,798 from 11,798
Change0 (0%)
Value$117.4K (-$21.1K)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares11,689 from 11,867
Change-178 (-1%)
Value$116.3K (-$23.0K)
Filed 2026-10-08
Manske Wealth Management
UNCHANGED
Shares11,638 from 11,638
Change0 (0%)
Value$115.8K (-$20.8K)
Filed 2026-10-26
Uptown Financial Advisors LLC
UNCHANGED
Shares11,499 from 11,499
Change0 (0%)
Value$114.4K (-$20.6K)
Filed 2026-10-15
Park Avenue Securities LLC
NEW
Shares11,376
Change+11,376
Value$113
Filed 2026-10-26
Bank of New York Mellon Corp
NEW
Shares11,322
Change+11,322
Value$112.7K
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares11,318 from 11,318
Change0 (0%)
Value$112.6K (-$20.3K)
Filed 2026-10-26
Sheets Smith Wealth Management
UNCHANGED
Shares11,250 from 11,250
Change0 (0%)
Value$111.9K (-$20.1K)
Filed 2026-10-16
Citizens National Bank Trust Department
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$111.4K (-$20.0K)
Filed 2026-11-04
Clean Yield Group
UNCHANGED
Shares10,971 from 10,971
Change0 (0%)
Value$109.2K (-$19.6K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares10,644 from 10,526
Change+118 (+1%)
Value$105.9K (-$17.7K)
Filed 2026-11-05
Principle Wealth Partners LLC
NEW
Shares10,000
Change+10,000
Value$99.5K
Filed 2026-11-02
Future Financial Wealth Managment LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$99.5K (-$13.0K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares7,338 from 7,338
Change0 (0%)
Value$73.0K (-$13.1K)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares7,237 from 7,237
Change0 (0%)
Value$72.0K (-$13.0K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares7,217 from 7,089
Change+128 (+2%)
Value$72 (-$11)
Filed 2026-10-02
Financial Management Professionals, Inc.
INCREASED
Shares6,386 from 6,344
Change+42 (+1%)
Value$64.0K (-$10.9K)
Filed 2026-10-23
Chung Wu Investment Group, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$59.7K (-$10.7K)
Filed 2026-11-03
FNY Investment Advisers, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$43 (-$8)
Filed 2026-10-16
Caldwell Trust Co
DECREASED
Shares4,032 from 6,473
Change-2,441 (-38%)
Value$40.1K (-$35.9K)
Filed 2026-10-30
Peterson Wealth Management
INCREASED
Shares3,897 from 3,828
Change+69 (+2%)
Value$38.8K (-$6.2K)
Filed 2026-11-06
Noble Wealth Management PBC
INCREASED
Shares3,249 from 3,191
Change+58 (+2%)
Value$32.3K (-$5.1K)
Filed 2026-10-01
Entrust Financial LLC
UNCHANGED
Shares2,727 from 2,727
Change0 (0%)
Value$27.1K (-$4.9K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$21.2K (-$3.8K)
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$20.0K (-$3.6K)
Filed 2026-10-14
Trust Co of Vermont
NEW
Shares2,000
Change+2,000
Value$19.9K
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$17.9K (-$3.1K)
Filed 2026-10-29
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$15.1K (-$2.7K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$14.9K (-$2.7K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$14.1K (-$2.5K)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares1,200
Change+1,200
Value$11.9K
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$9 (-$11.0K)
Filed 2026-10-16
Community Financial Services Group, LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$7.7K (-$1.2K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares757 from 756
Change+1 (+0%)
Value$7.5K (-$1.3K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$6.4K (-$1.2K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$5.8K (-$1.0K)
Filed 2026-10-15
Signaturefd, LLC
NEW
Shares581
Change+581
Value$5.8K
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$5.2K (-$929)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$4.8K (-$861)
Filed 2026-10-05
Highline Wealth Partners LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$4.5K (-$805)
Filed 2026-10-19
Rossby Financial, LCC
NEW
Shares360
Change+360
Value$3.6K
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares327
Change+327
Value$3.3K
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$1.1K (-$193)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$757 (-$136)
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 (-$2)
Filed 2026-10-27
Russell Investments Group, Ltd.
NEW
Shares0
Change0
Value$0
Filed 2026-11-06
Accredited Investor Services, LLC
CLOSED
Shares0 from 82,499
Change-82,499 (-100%)
Value$0 (-$968.5K)
Filed 2026-10-22
Ramsey Quantitative Systems
CLOSED
Shares0 from 63,000
Change-63,000 (-100%)
Value$0 (-$739.6K)
Filed 2026-10-22
Worth Asset Management, LLC
CLOSED
Shares0 from 43,478
Change-43,478 (-100%)
Value$0 (-$510.4K)
Filed 2026-10-07
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 31,547
Change-31,547 (-100%)
Value$0 (-$355.5K)
Filed 2026-11-05
Verdence Capital Advisors LLC
CLOSED
Shares0 from 23,038
Change-23,038 (-100%)
Value$0 (-$270.5K)
Filed 2026-10-26
Lantz Financial LLC
CLOSED
Shares0 from 21,063
Change-21,063 (-100%)
Value$0 (-$247.3K)
Filed 2026-10-15
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 19,710
Change-19,710 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-28
Keybank National Association
CLOSED
Shares0 from 18,763
Change-18,763 (-100%)
Value$0 (-$220.3K)
Filed 2026-11-04
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 18,486
Change-18,486 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-21
Wedbush Securities Inc
CLOSED
Shares0 from 14,596
Change-14,596 (-100%)
Value$0 (-$171.0K)
Filed 2026-10-22
Plan Group Financial, LLC
CLOSED
Shares0 from 13,588
Change-13,588 (-100%)
Value$0 (-$159.5K)
Filed 2026-10-22
Karras Company, Inc.
CLOSED
Shares0 from 11,297
Change-11,297 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-16
Busey Bank
CLOSED
Shares0 from 10,617
Change-10,617 (-100%)
Value$0 (-$124.6K)
Filed 2026-10-26
Root Financial Partners, LLC
CLOSED
Shares0 from 10,244
Change-10,244 (-100%)
Value$0 (-$120.3K)
Filed 2026-10-21
Founders Capital Management
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$64.6K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,836
Change-3,836 (-100%)
Value$0 (-$44.9K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,729
Change-3,729 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,189
Change-3,189 (-100%)
Value$0 (-$37.4K)
Filed 2026-10-15
Mascoma Wealth Management LLC
CLOSED
Shares0 from 1,630
Change-1,630 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-23
Towne Trust Company, N.a
CLOSED
Shares0 from 1,486
Change-1,486 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-28
Assetmark, Inc
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 9,842,925
Change-9,842,925 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,591,041
Change-3,591,041 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 3,379,045
Change-3,379,045 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,907,418
Change-2,907,418 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,639,106
Change-1,639,106 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,413,670
Change-1,413,670 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,410,013
Change-1,410,013 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,391,457
Change-1,391,457 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,253,765
Change-1,253,765 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,123,071
Change-1,123,071 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,089,530
Change-1,089,530 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 694,032
Change-694,032 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 628,111
Change-628,111 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 582,857
Change-582,857 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 487,086
Change-487,086 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 380,871
Change-380,871 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 367,537
Change-367,537 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 312,483
Change-312,483 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 302,000
Change-302,000 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 293,429
Change-293,429 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 279,411
Change-279,411 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 271,417
Change-271,417 (-100%)
Value—
&partners
N/A
Shares— from 260,261
Change-260,261 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 254,046
Change-254,046 (-100%)
Value—
KIM, LLC
N/A
Shares— from 243,700
Change-243,700 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 240,237
Change-240,237 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 237,833
Change-237,833 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 214,527
Change-214,527 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 198,601
Change-198,601 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 179,805
Change-179,805 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 173,183
Change-173,183 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 171,303
Change-171,303 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 162,816
Change-162,816 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 156,574
Change-156,574 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 147,780
Change-147,780 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 143,886
Change-143,886 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 143,327
Change-143,327 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 134,862
Change-134,862 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 132,325
Change-132,325 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 129,491
Change-129,491 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 125,494
Change-125,494 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 124,545
Change-124,545 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 98,103
Change-98,103 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 96,217
Change-96,217 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 94,221
Change-94,221 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 90,464
Change-90,464 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 84,786
Change-84,786 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 83,183
Change-83,183 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 82,613
Change-82,613 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 81,036
Change-81,036 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 78,155
Change-78,155 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 77,651
Change-77,651 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,739
Change-75,739 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 71,790
Change-71,790 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 61,571
Change-61,571 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 56,864
Change-56,864 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 52,096
Change-52,096 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 51,506
Change-51,506 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 51,332
Change-51,332 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 51,042
Change-51,042 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,722
Change-46,722 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 43,517
Change-43,517 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 40,870
Change-40,870 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,968
Change-37,968 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 37,336
Change-37,336 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 36,035
Change-36,035 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 34,090
Change-34,090 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 34,084
Change-34,084 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 32,689
Change-32,689 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 30,470
Change-30,470 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,852
Change-28,852 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 28,833
Change-28,833 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 28,480
Change-28,480 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 28,085
Change-28,085 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,073
Change-28,073 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,399
Change-27,399 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 26,709
Change-26,709 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,166
Change-25,166 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 24,779
Change-24,779 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 24,779
Change-24,779 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 24,629
Change-24,629 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 23,554
Change-23,554 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 22,808
Change-22,808 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 22,781
Change-22,781 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,062
Change-21,062 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 20,359
Change-20,359 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 19,715
Change-19,715 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,701
Change-18,701 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 18,358
Change-18,358 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,560
Change-17,560 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 17,415
Change-17,415 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 17,007
Change-17,007 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,895
Change-16,895 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 16,721
Change-16,721 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,966
Change-15,966 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,467
Change-15,467 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 15,425
Change-15,425 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 15,331
Change-15,331 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 14,996
Change-14,996 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 13,985
Change-13,985 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 13,049
Change-13,049 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 12,588
Change-12,588 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,111
Change-12,111 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 10,852
Change-10,852 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 10,563
Change-10,563 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,320
Change-10,320 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,780
Change-8,780 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,537
Change-7,537 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,903
Change-6,903 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,195
Change-3,195 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 878
Change-878 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 612
Change-612 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 354
Change-354 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 96
Change-96 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED1,842,3451,607,896+234,449+15%$18.9M$18.3M-$545.4K2026-10-13
LPL Financial LLC
INCREASED1,749,1541,472,608+276,546+19%$17.3M$17.4M+$115.7K2026-11-06
Congress Park Capital LLC
INCREASED1,005,000850,000+155,000+18%$10.0M$10.0M+$20.8K2026-10-13
Melone Private Wealth, LLC
INCREASED988,236862,704+125,532+15%$10.1M$9.8M-$295.2K2026-10-16
Eagle Bluffs Wealth Management LLC
INCREASED770,684732,015+38,669+5%$8.6M$7.7M-$921.7K2026-10-20
Commonwealth Equity Services, LLC
INCREASED586,267579,186+7,081+1%$6.8M$5.8M-$966.3K2026-11-02
Kestra Advisory Services, LLC
DECREASED497,725539,031-41,306-8%$6.3M$5.0M-$1.3M2026-11-02
Cresta Advisors, Ltd.
DECREASED445,647455,647-10,000-2%$5.3M$4.4M-$915.1K2026-10-14
Verus Capital Partners, LLC
INCREASED371,048112,000+259,048+231%$1.3M$3.7M+$2.4M2026-11-03
Merit Financial Group, LLC
INCREASED363,312362,233+1,079+0%$4.3M$3.6M-$637.7K2026-11-06
Capital Investment Advisors, LLC
DECREASED304,992316,233-11,241-4%$3.7M$3.0M-$677.9K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED245,320237,042+8,278+3%$2.8M$2.4K-$2.8M2026-11-02
Truist Financial Corp
DECREASED231,137320,442-89,305-28%$3.8M$2.3M-$1.5M2026-10-30
Lido Advisors, LLC
INCREASED230,857230,798+59+0%$2.7M$2.3M-$428.2K2026-11-04
Wakefield Asset Management Lllp
INCREASED218,513199,971+18,542+9%$2.3M$2.2M-$173.8K2026-11-05
Savant Capital, LLC
DECREASED160,872314,670-153,798-49%$3.6M$1.6M-$2.0M2026-11-06
Gill Capital Partners, LLC
DECREASED132,621137,852-5,231-4%$1.6M$1.3M-$298.8K2026-10-13
Prospera Financial Services Inc
INCREASED131,74696,074+35,672+37%$1.1M$1.4M+$254.1K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED128,97672,985+55,991+77%$856.8K$1.3M+$426.5K2026-10-16
JFS Wealth Advisors, LLC
INCREASED123,068122,982+86+0%$1.4M$1.2M-$219.3K2026-11-03
Breakwater Capital Group
DECREASED121,950138,718-16,768-12%$1.6M$1.2M-$415.1K2026-10-09
Abel Hall, LLC
UNCHANGED120,000120,00000%$1.4M$1.2M-$214.8K2026-10-19
Kercheville Advisors, LLC
DECREASED119,232137,134-17,902-13%$1.6M$1.2M-$423.6K2026-10-19
Wesbanco Bank Inc
DECREASED119,102119,188-860%$1.4M$1.2M-$214.2K2026-11-04
Silverlake Wealth Management LLC
INCREASED116,986114,446+2,540+2%$1.3M$1.2M-$179.6K2026-10-21
Venture Visionary Partners LLC
DECREASED116,176122,976-6,800-6%$1.4M$1.2M-$287.8K2026-10-07
PNC Financial Services Group, Inc.
DECREASED111,226111,676-4500%$1.3M$1.1M-$204.4K2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED108,480119,700-11,220-9%$1.4M$1.1M-$302.4K2026-10-13
Davenport & Co LLC
UNCHANGED101,016101,01600%$1.2M$1.0M-$180.8K2026-10-14
Childress Capital Advisors, LLC
UNCHANGED96,00096,00000%$1.1M$955.2K-$171.8K2026-10-28
MBA Advisors LLC
UNCHANGED94,11094,11000%$1.1M$936.4K-$168.5K2026-10-29
Avior Wealth Management, LLC
DECREASED91,144106,073-14,929-14%$1.2M$906.9K-$338.4K2026-10-13
Oppenheimer & Co Inc
INCREASED78,97171,584+7,387+10%$840.4K$785.8K-$54.6K2026-10-26
Whipplewood Advisors, LLC
INCREASED78,72373,837+4,886+7%$866.8K$783.3K-$83.6K2026-10-20
Integrity Wealth Partners, LLC
NEW72,224—+72,224——$718.6K—2026-10-14
Uniting Wealth Partners, LLC
INCREASED70,30970,211+98+0%$829.0K$704.4K-$124.7K2026-11-06
Creative Planning
INCREASED69,10468,428+676+1%$803.3K$687.6K-$115.8K2026-11-02
Fifth Third Bancorp
INCREASED68,64942,489+26,160+62%$498.8K$683.1K+$184.2K2026-11-05
Naples Global Advisors, LLC
UNCHANGED66,43166,43100%$784.4K$665.5K-$118.9K2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED59,83358,775+1,058+2%$690.0K$595.3K-$94.7K2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED56,65652,929+3,727+7%$621.4K$563.7K-$57.7K2026-10-14
Aviance Capital Partners, LLC
DECREASED56,12973,808-17,679-24%$866.5K$558.5K-$308.0K2026-10-29
Altus Wealth Group LLC
UNCHANGED53,68553,68500%$630.3K$534.2K-$96.1K2026-10-20
Lifetime Wealth Management P.C.
UNCHANGED53,50053,50000%$628.1K$532.3K-$95.8K2026-10-29
Spire Wealth Management
DECREASED50,453228,623-178,170-78%$2.7M$502.0K-$2.2M2026-10-30
Myecfo, LLC
UNCHANGED49,90049,90000%$585.8K$496.5K-$89.3K2026-10-14
Melfa Wealth Management, Inc.
INCREASED49,25916,259+33,000+203%$190.9K$490.1K+$299.2K2026-11-06
Clear Creek Financial Management, LLC
INCREASED48,67237,787+10,885+29%$443.6K$484.3K+$40.7K2026-10-28
Realta Investment Advisors
UNCHANGED48,15248,15200%$565.3K$479.1K-$86.2K2026-10-14
HUB Investment Partners, LLC
DECREASED47,54254,842-7,300-13%$643.8K$473.0K-$170.8K2026-11-03
Balefire, LLC
INCREASED45,95345,140+813+2%$529.9K$457.2K-$72.7K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED44,20543,954+251+1%$516.0K$439.8K-$76.2K2026-11-05
Rinkey Investments
UNCHANGED43,50043,50000%$510.7K$432.8K-$77.9K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED41,26044,780-3,520-8%$525.7K$410.5K-$115.2K2026-10-14
HBK Sorce Advisory LLC
NEW41,026—+41,026——$425.4K—2026-11-06
Farther Finance Advisors, LLC
INCREASED39,67538,706+969+3%$454.4K$394.8K-$59.6K2026-10-08
Valen Private Capital, LLC
NEW38,489—+38,489——$383.0K—2026-10-23
AlphaCore Capital LLC
DECREASED38,20738,259-520%$451.8K$382.8K-$69.0K2026-11-04
Central Trust Co
INCREASED37,80037,000+800+2%$434.4K$376.1K-$58.3K2026-11-05
Mystic Asset Management, Inc.
INCREASED37,66631,666+6,000+19%$371.8K$374.8K+$3.0K2026-10-15
Ackerman Capital Advisors, LLC
NEW36,188—+36,188——$360.1K—2026-10-30
Artesa Financial Group, LLC
INCREASED35,92828,942+6,986+24%$339.8K$357.5K+$17.7K2026-10-29
Capital Management Associates, Inc
NEW35,448—+35,448——$352.7K—2026-10-20
Essential Investment Partners LLC
UNCHANGED34,50034,50000%$405.0K$343.3K-$61.8K2026-10-27
Independent Financial Group, LLC
INCREASED34,13533,879+256+1%$397.7K$339.6K-$58.1K2026-10-13
US Bancorp \de\
INCREASED33,02526,180+6,845+26%$307.4K$328.6K+$21.2K2026-11-05
Gridiron Partners, LLC
UNCHANGED31,61831,61800%$371.2K$314.6K-$56.6K2026-10-08
Chapin Davis, Inc.
UNCHANGED30,70530,70500%$360.5K$305.5K-$55.0K2026-10-09
Successful Portfolios LLC
DECREASED29,51429,559-450%$342.9K$290.9K-$51.9K2026-10-09
Fiera Capital Corp
DECREASED29,094221,530-192,436-87%$2.6M$289.5K-$2.3M2026-11-06
Allworth Financial LP
INCREASED28,23925,239+3,000+12%$296.3K$331.5K+$35.2K2026-11-06
MSH Capital Advisors LLC
UNCHANGED28,07028,07000%$329.5K$279.3K-$50.2K2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED27,45427,087+367+1%$318.0K$273.2K-$44.8K2026-10-15
Ashton Thomas Private Wealth, LLC
UNCHANGED26,42526,42500%$310.2K$262.9K-$47.3K2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED24,94223,217+1,725+7%$272.6K$248.2K-$24.4K2026-11-03
Yanni & Associates Investment Advisors, LLC
NEW24,492—+24,492——$243.7K—2026-10-14
Duncker Streett & Co Inc
UNCHANGED24,00024,00000%$281.8K$238.8K-$43.0K2026-10-27
King Luther Capital Management Corp
UNCHANGED23,60223,60200%$277.1K$234.8K-$42.2K2026-11-05
Leisure Capital Management
UNCHANGED23,41823,41800%$274.9K$233.0K-$41.9K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED23,00023,00000%$270.0K$228.9K-$41.2K2026-10-22
CoreCap Advisors, LLC
DECREASED22,818124,672-101,854-82%$1.5M$227.0K-$1.2M2026-10-08
Harmony Asset Management LLC
DECREASED22,40023,400-1,000-4%$274.7K$222.9K-$51.8K2026-10-20
Retirement Planning Group, LLC
UNCHANGED21,57821,57800%$253.3K$214.7K-$38.6K2026-10-19
Peddock Capital Advisors, LLC
UNCHANGED21,42521,42500%$251.5K$213.2K-$38.4K2026-10-16
Leo Wealth, LLC
NEW20,813—+20,813——$207.1K—2026-10-26
Investors Asset Management of Georgia Inc
INCREASED20,00919,192+817+4%$225.3K$199.1K-$26.2K2026-10-20
New England Private Wealth Advisors LLC
UNCHANGED20,00020,00000%$224.6K$199.0K-$25.6K2026-10-19
Kuhn & Co Investment Counsel
UNCHANGED19,88219,88200%$233.4K$197.8K-$35.6K2026-10-29
Apollon Wealth Management, LLC
INCREASED19,46813,735+5,733+42%$161.2K$193.7K+$32.5K2026-10-23
Invariant Investment Management
NEW18,837—+18,837——$190.1K—2026-10-08
Virtue Asset Management LLC
UNCHANGED18,82618,82600%$221.0K$187.3K-$33.7K2026-10-21
Great Lakes Retirement, Inc.
UNCHANGED18,73618,73600%$221.2K$187.7K-$33.5K2026-10-26
BAR Harbor Wealth Management
UNCHANGED17,71117,71100%$207.9K$176.2K-$31.7K2026-10-21
Sowell Financial Services LLC
INCREASED16,90516,858+47+0%$197.9K$168.2K-$29.7K2026-10-23
Parallel Advisors, LLC
NEW16,750—+16,750——$166.7K—2026-11-03
Smith Chas P & Associates PA Cpas
INCREASED16,63411,484+5,150+45%$134.8K$167.7K+$32.8K2026-10-22
Mezzasalma Advisors, LLC
INCREASED16,17815,910+268+2%$186.8K$161.0K-$25.8K2026-10-14
Altfest L J & Co Inc
UNCHANGED15,73915,73900%$184.8K$156.6K-$28.2K2026-10-27
RFG Advisory, LLC
UNCHANGED15,73315,73300%$184.7K$156.5K-$28.2K2026-11-03
Apeiron RIA LLC
NEW14,808—+14,808——$149.3K—2026-10-08
Sigma Planning Corp
DECREASED14,66118,770-4,109-22%$220.4K$145.9K-$74.5K2026-10-23
D.A. Davidson & Co.
INCREASED14,42914,367+62+0%$168.7K$143.6K-$25.1K2026-10-28
Daymark Wealth Partners, LLC
INCREASED14,38814,340+48+0%$168.4K$143.2K-$25.2K2026-11-04
Summit Financial Wealth Advisors, LLC
UNCHANGED14,25014,25000%$167.3K$141.8K-$25.5K2026-10-15
B. Riley Wealth Advisors, Inc.
NEW14,116—+14,116——$140.5K—2026-10-13
Barry Investment Advisors, LLC
DECREASED13,58813,597-90%$160.6K$136.1K-$24.4K2026-10-14
MGO One Seven LLC
NEW13,557—+13,557——$134.9K—2026-10-28
Creative Financial Designs Inc
NEW13,144—+13,144——$130.8K—2026-11-04
XML Financial, LLC
NEW13,000—+13,000——$129.4K—2026-10-29
Intrua Financial, LLC
NEW12,550—+12,550——$124.9K—2026-10-28
Calamos Wealth Management LLC
UNCHANGED12,00012,00000%$140.9K$119.4K-$21.5K2026-11-02
Capital Squared Financial LLC
INCREASED11,96311,751+212+2%$138.0K$119.0K-$18.9K2026-10-30
Insight Wealth Strategies, LLC
INCREASED11,88911,746+143+1%$137.4K$118.3K-$19.1K2026-10-09
SMH Capital Advisors Inc
UNCHANGED11,79811,79800%$138.5K$117.4K-$21.1K2026-10-29
Toth Financial Advisory Corp
DECREASED11,68911,867-178-1%$139.3K$116.3K-$23.0K2026-10-08
Manske Wealth Management
UNCHANGED11,63811,63800%$136.6K$115.8K-$20.8K2026-10-26
Uptown Financial Advisors LLC
UNCHANGED11,49911,49900%$135.0K$114.4K-$20.6K2026-10-15
Park Avenue Securities LLC
NEW11,376—+11,376——$113—2026-10-26
Bank of New York Mellon Corp
NEW11,322—+11,322——$112.7K—2026-11-05
Total Clarity Wealth Management, Inc.
UNCHANGED11,31811,31800%$132.9K$112.6K-$20.3K2026-10-26
Sheets Smith Wealth Management
UNCHANGED11,25011,25000%$132.1K$111.9K-$20.1K2026-10-16
Citizens National Bank Trust Department
UNCHANGED11,20011,20000%$131.5K$111.4K-$20.0K2026-11-04
Clean Yield Group
UNCHANGED10,97110,97100%$128.8K$109.2K-$19.6K2026-10-28
Nations Financial Group Inc,
INCREASED10,64410,526+118+1%$123.6K$105.9K-$17.7K2026-11-05
Principle Wealth Partners LLC
NEW10,000—+10,000——$99.5K—2026-11-02
Future Financial Wealth Managment LLC
UNCHANGED10,00010,00000%$112.5K$99.5K-$13.0K2026-10-15
Private Trust Co NA
UNCHANGED7,3387,33800%$86.1K$73.0K-$13.1K2026-10-20
Lanark Financial, Inc.
UNCHANGED7,2377,23700%$85.0K$72.0K-$13.0K2026-10-26
CX Institutional
INCREASED7,2177,089+128+2%$83$72-$112026-10-02
Financial Management Professionals, Inc.
INCREASED6,3866,344+42+1%$74.9K$64.0K-$10.9K2026-10-23
Chung Wu Investment Group, LLC
UNCHANGED6,0006,00000%$70.4K$59.7K-$10.7K2026-11-03
FNY Investment Advisers, LLC
UNCHANGED4,4004,40000%$51$43-$82026-10-16
Caldwell Trust Co
DECREASED4,0326,473-2,441-38%$76.0K$40.1K-$35.9K2026-10-30
Peterson Wealth Management
INCREASED3,8973,828+69+2%$44.9K$38.8K-$6.2K2026-11-06
Noble Wealth Management PBC
INCREASED3,2493,191+58+2%$37.5K$32.3K-$5.1K2026-10-01
Entrust Financial LLC
UNCHANGED2,7272,72700%$32.0K$27.1K-$4.9K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED2,1302,13000%$25.0K$21.2K-$3.8K2026-10-21
Hilltop National Bank
UNCHANGED2,0092,00900%$23.6K$20.0K-$3.6K2026-10-14
Trust Co of Vermont
NEW2,000—+2,000——$19.9K—2026-10-21
Salomon & Ludwin, LLC
UNCHANGED1,7991,79900%$21.0K$17.9K-$3.1K2026-10-29
Ascentis Wealth Management, LLC
UNCHANGED1,5151,51500%$17.8K$15.1K-$2.7K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED1,5001,50000%$17.6K$14.9K-$2.7K2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,4131,41300%$16.6K$14.1K-$2.5K2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW1,200—+1,200——$11.9K—2026-10-14
Hanson & Doremus Investment Management
UNCHANGED93093000%$11.0K$9-$11.0K2026-10-16
Community Financial Services Group, LLC
UNCHANGED76176100%$8.9K$7.7K-$1.2K2026-10-15
IFP Advisors, Inc
INCREASED757756+1+0%$8.9K$7.5K-$1.3K2026-10-16
Piscataqua Savings Bank
UNCHANGED64564500%$7.6K$6.4K-$1.2K2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED58358300%$6.8K$5.8K-$1.0K2026-10-15
Signaturefd, LLC
NEW581—+581——$5.8K—2026-10-23
Larson Financial Group LLC
UNCHANGED51951900%$6.1K$5.2K-$9292026-11-05
Eastern Bank
UNCHANGED48148100%$5.6K$4.8K-$8612026-10-05
Highline Wealth Partners LLC
UNCHANGED45045000%$5.3K$4.5K-$8052026-10-19
Rossby Financial, LCC
NEW360—+360——$3.6K—2026-11-05
Blue Trust, Inc.
NEW327—+327——$3.3K—2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED10810800%$1.3K$1.1K-$1932026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED767600%$893$757-$1362026-10-27
WPG Advisers, LLC
UNCHANGED1100%$12$10-$22026-10-27
Russell Investments Group, Ltd.
NEW0—0——$0—2026-11-06
Accredited Investor Services, LLC
CLOSED082,499-82,499-100%$968.5K$0-$968.5K2026-10-22
Ramsey Quantitative Systems
CLOSED063,000-63,000-100%$739.6K$0-$739.6K2026-10-22
Worth Asset Management, LLC
CLOSED043,478-43,478-100%$510.4K$0-$510.4K2026-10-07
Destiny Wealth Partners, LLC
CLOSED031,547-31,547-100%$355.5K$0-$355.5K2026-11-05
Verdence Capital Advisors LLC
CLOSED023,038-23,038-100%$270.5K$0-$270.5K2026-10-26
Lantz Financial LLC
CLOSED021,063-21,063-100%$247.3K$0-$247.3K2026-10-15
Dumont & Blake Investment Advisors LLC
CLOSED019,710-19,710-100%$231.4K$0-$231.4K2026-10-28
Keybank National Association
CLOSED018,763-18,763-100%$220.3K$0-$220.3K2026-11-04
Sightline Wealth Advisors, LLC
CLOSED018,486-18,486-100%$217.0K$0-$217.0K2026-10-21
Wedbush Securities Inc
CLOSED014,596-14,596-100%$171.0K$0-$171.0K2026-10-22
Plan Group Financial, LLC
CLOSED013,588-13,588-100%$159.5K$0-$159.5K2026-10-22
Karras Company, Inc.
CLOSED011,297-11,297-100%$132.6K$0-$132.6K2026-10-16
Busey Bank
CLOSED010,617-10,617-100%$124.6K$0-$124.6K2026-10-26
Root Financial Partners, LLC
CLOSED010,244-10,244-100%$120.3K$0-$120.3K2026-10-21
Founders Capital Management
CLOSED05,500-5,500-100%$64.6K$0-$64.6K2026-10-13
International Assets Investment Management, LLC
CLOSED03,836-3,836-100%$44.9K$0-$44.9K2026-11-02
Cornerstone Planning Group LLC
CLOSED03,729-3,729-100%$42.3K$0-$42.3K2026-10-16
AdvisorNet Financial, Inc
CLOSED03,189-3,189-100%$37.4K$0-$37.4K2026-10-15
Mascoma Wealth Management LLC
CLOSED01,630-1,630-100%$19.1K$0-$19.1K2026-10-23
Towne Trust Company, N.a
CLOSED01,486-1,486-100%$17.4K$0-$17.4K2026-10-28
Assetmark, Inc
CLOSED0177-177-100%$2.1K$0-$2.1K2026-10-21
Morgan Stanley
N/A—9,842,925-9,842,925-100%$115.6M———
Raymond James Financial Inc
N/A—3,591,041-3,591,041-100%$42.2M———
Guggenheim Capital LLC
N/A—3,379,045-3,379,045-100%$39.7M———
Wells Fargo & Company
N/A—2,907,418-2,907,418-100%$34.1M———
UBS Group AG
N/A—1,639,106-1,639,106-100%$19.2M———
Van Eck Associates Corp
N/A—1,413,670-1,413,670-100%$16.6M———
McGowan Group Asset Management, Inc.
N/A—1,410,013-1,410,013-100%$16.6M———
Bank of America Corp
N/A—1,391,457-1,391,457-100%$16.3M———
Royal Bank of Canada
N/A—1,253,765-1,253,765-100%$14.7M———
Stifel Financial Corp
N/A—1,123,071-1,123,071-100%$13.2M———
HighTower Advisors, LLC
N/A—1,089,530-1,089,530-100%$12.8M———
Osaic Holdings, Inc.
N/A—694,032-694,032-100%$8.1M———
Byrne Financial Freedom, LLC
N/A—628,111-628,111-100%$7.4M———
Cetera Investment Advisers
N/A—582,857-582,857-100%$6.8M———
Ameriprise Financial Inc
N/A—487,086-487,086-100%$5.7M———
Palogic Value Management, L.P.
N/A—380,871-380,871-100%$4.5M———
Rockefeller Capital Management L.P.
N/A—367,537-367,537-100%$4.3M———
Janney Montgomery Scott LLC
N/A—312,483-312,483-100%$3.7M———
Cura Wealth Advisors, LLC
N/A—302,000-302,000-100%$3.5M———
SIT Investment Associates Inc
N/A—293,429-293,429-100%$3.4M———
Cohen & Steers, Inc.
N/A—279,411-279,411-100%$3.3M———
Northwestern Mutual Wealth Management Co
N/A—271,417-271,417-100%$3.2M———
&partners
N/A—260,261-260,261-100%$3.1M———
Horizon Kinetics Asset Management LLC
N/A—254,046-254,046-100%$3.0M———
KIM, LLC
N/A—243,700-243,700-100%$2.9M———
Jupiter Wealth Management LLC
N/A—240,237-240,237-100%$2.8M———
Intellectus Partners, LLC
N/A—237,833-237,833-100%$2.8M———
Invesco Ltd.
N/A—214,527-214,527-100%$2.5M———
Harbour Investments, Inc.
N/A—198,601-198,601-100%$2.3M———
NewEdge Advisors, LLC
N/A—179,805-179,805-100%$2.1M———
Envestnet Asset Management Inc
N/A—173,183-173,183-100%$2.0M———
Advisors Asset Management, Inc.
N/A—171,303-171,303-100%$2.0M———
Baird Financial Group, Inc.
N/A—162,816-162,816-100%$1.9M———
Tyche Wealth Partners LLC
N/A—156,574-156,574-100%$1.8M———
Ibex Wealth Advisors
N/A—147,780-147,780-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—143,886-143,886-100%$1.7M———
Waverly Advisors, LLC
N/A—143,327-143,327-100%$1.7M———
FLC Capital Advisors
N/A—134,862-134,862-100%$1.6M———
Capital & Planning, LLC
N/A—132,325-132,325-100%$1.6M———
IFC Advisors LLC
N/A—129,491-129,491-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—125,494-125,494-100%$1.5M———
NewEdge Wealth, LLC
N/A—124,545-124,545-100%$1.5M———
Captrust Financial Advisors
N/A—98,103-98,103-100%$1.2M———
Summit Trail Advisors, LLC
N/A—96,217-96,217-100%$1.1M———
Mariner, LLC
N/A—94,221-94,221-100%$1.1M———
Modern Wealth Management, LLC
N/A—90,464-90,464-100%$1.1M———
Mercer Global Advisors Inc
N/A—84,786-84,786-100%$995.4K———
Susquehanna International Group, LLP
N/A—83,183-83,183-100%$976.6K———
Cary Street Partners Financial LLC
N/A—82,613-82,613-100%$969.9K———
Jane Street Group, LLC
N/A—81,036-81,036-100%$951.4K———
MAI Capital Management
N/A—78,155-78,155-100%$922.2K———
Kingsview Wealth Management, LLC
N/A—77,651-77,651-100%$911.6K———
Private Advisor Group, LLC
N/A—75,739-75,739-100%$889.2K———
XTX Topco Ltd
N/A—71,790-71,790-100%$842.8K———
Founders Financial Alliance, LLC
N/A—61,571-61,571-100%$722.8K———
Kovack Advisors, Inc.
N/A—56,864-56,864-100%$667.2K———
Rothschild Wealth LLC
N/A—52,096-52,096-100%$611.6K———
Benjamin Edwards Inc
N/A—51,506-51,506-100%$604.7K———
Focus Partners Wealth
N/A—51,332-51,332-100%$603.0K———
Broyhill Asset Management, LLC
N/A—51,042-51,042-100%$599.2K———
Wealth Care LLC
N/A—50,000-50,000-100%$587.0K———
Cerity Partners LLC
N/A—46,722-46,722-100%$548.5K———
Pursuit Wealth Strategies, LLC
N/A—43,517-43,517-100%$510.9K———
WCG Wealth Advisors LLC
N/A—40,870-40,870-100%$479.8K———
MML Investors Services, LLC
N/A—37,968-37,968-100%$445.7K———
Glen Eagle Advisors, LLC
N/A—37,336-37,336-100%$438.3K———
Arax Advisory Partners
N/A—36,035-36,035-100%$423.1K———
Rock Point Advisors, LLC
N/A—34,090-34,090-100%$400.2K———
BFC Planning, Inc.
N/A—34,084-34,084-100%$400.1K———
Sequoia Financial Advisors, LLC
N/A—33,000-33,000-100%$387.4K———
Mayflower Financial Advisors, LLC
N/A—32,689-32,689-100%$383.8K———
Coastal Bridge Advisors, LLC
N/A—30,470-30,470-100%$357.7K———
Belpointe Asset Management LLC
N/A—28,852-28,852-100%$338.7K———
Financial Engines Advisors L.L.C.
N/A—28,833-28,833-100%$338.5K———
URS Advisory LLC
N/A—28,480-28,480-100%$334.4K———
Moors & Cabot, Inc.
N/A—28,085-28,085-100%$329.7K———
Summit Financial, LLC
N/A—28,073-28,073-100%$331.5K———
Alliancebernstein L.P.
N/A—27,399-27,399-100%$307.7K———
Stansberry Asset Management, LLC
N/A—26,709-26,709-100%$313.6K———
Sanctuary Advisors, LLC
N/A—25,166-25,166-100%$295.4K———
49 Wealth Management, LLC
N/A—24,779-24,779-100%$290.9K———
Alongside, LLC
N/A—24,779-24,779-100%$290.9K———
Tower Bridge Advisors
N/A—24,629-24,629-100%$289.1K———
Aberdeen Wealth Management LLC
N/A—23,554-23,554-100%$276.5K———
CIBC Bancorp USA Inc.
N/A—22,808-22,808-100%$267.8K———
Northern Trust Corp
N/A—22,781-22,781-100%$267.4K———
Shufro Rose & Co LLC
N/A—21,500-21,500-100%$252.4K———
Quantinno Capital Management LP
N/A—21,062-21,062-100%$247.3K———
Keystone Financial Group
N/A—20,359-20,359-100%$239.0K———
Pointe Capital Management LLC
N/A—19,715-19,715-100%$231.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—19,076-19,076-100%$224.0K———
AE Wealth Management LLC
N/A—18,701-18,701-100%$219.6K———
Sovereign Financial Group, Inc.
N/A—18,358-18,358-100%$215.5K———
Advisory Services Network, LLC
N/A—17,560-17,560-100%$206.2K———
Wealthspire Advisors, LLC
N/A—17,415-17,415-100%$204.5K———
Rothschild Investment LLC
N/A—17,007-17,007-100%$199.7K———
Integrated Wealth Concepts LLC
N/A—16,895-16,895-100%$198.3K———
Virtu Financial LLC
N/A—16,721-16,721-100%$196.0K———
Global Retirement Partners, LLC
N/A—15,966-15,966-100%$187.4K———
Western Wealth Management, LLC
N/A—15,467-15,467-100%$181.6K———
Titiun Yejiel
N/A—15,425-15,425-100%$181.1K———
Element Wealth, LLC
N/A—15,331-15,331-100%$180.0K———
Boothbay Fund Management, LLC
N/A—14,996-14,996-100%$176.1K———
Two Sigma Securities, LLC
N/A—14,948-14,948-100%$175.5K———
Focus Partners Advisor Solutions, LLC
N/A—14,619-14,619-100%$171.6K———
Maridea Wealth Management LLC
N/A—13,985-13,985-100%$164.2K———
Caitlin John, LLC
N/A—13,500-13,500-100%$158.5K———
Sfmg, LLC
N/A—13,049-13,049-100%$153.2K———
Snowden Capital Advisors LLC
N/A—12,912-12,912-100%$152.5K———
Wealth Management Associates, Inc.
N/A—12,588-12,588-100%$147.8K———
Dakota Wealth Management
N/A—12,111-12,111-100%$142.5K———
AlTi Global, Inc.
N/A—12,000-12,000-100%$140.9K———
EP Wealth Advisors, LLC
N/A—11,308-11,308-100%$132.8K———
Bank of Montreal
N/A—10,855-10,855-100%$127.4K———
Riverstone Advisors, LLC
N/A—10,852-10,852-100%$127.4K———
Ancora Advisors LLCA
N/A—10,652-10,652-100%$125.1K———
Cary Street Partners Investment Advisory LLC
N/A—10,563-10,563-100%$124.0K———
First Trust Advisors LP
N/A—10,320-10,320-100%$121.2K———
Dorsey & Whitney Trust Co LLC
N/A—10,000-10,000-100%$117.4K———
Centaurus Financial, Inc.
N/A—8,780-8,780-100%$103.0K———
Hollencrest Capital Management
N/A—8,100-8,100-100%$95.1K———
Jones Financial Companies Lllp
N/A—7,537-7,537-100%$88.4K———
Institute for Wealth Management, Llc.
N/A—6,903-6,903-100%$81.0K———
Webster Bank, N. A.
N/A—6,893-6,893-100%$80.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,337-6,337-100%$74.4K———
Allied Private Wealth LLC
N/A—6,185-6,185-100%$72.1K———
Huntington National Bank
N/A—4,852-4,852-100%$57.0K———
Penserra Capital Management LLC
N/A—3,468-3,468-100%$40———
Geneos Wealth Management Inc.
N/A—3,195-3,195-100%$37.5K———
Basepoint Wealth LLC
N/A—2,272-2,272-100%$26.7K———
Capital Analysts, LLC
N/A—1,624-1,624-100%$19.0K———
Atlantic Union Bankshares Corp
N/A—1,550-1,550-100%$18.2K———
Vanguard National Trust Co
N/A—1,331-1,331-100%$15.6K———
JPMorgan Chase & Co
N/A—1,047-1,047-100%$12.2K———
Crews Bank & Trust
N/A—1,015-1,015-100%$11.9K———
Heritage Wealth Advisors
N/A—1,015-1,015-100%$11.9K———
Hantz Financial Services, Inc.
N/A—878-878-100%$10———
Security National Bank of Sioux City Iowa
N/A—612-612-100%$7.2K———
Fiduciary Financial Advisors
N/A—354-354-100%$4.2K———
IFG Advisory, LLC
N/A—276-276-100%$3.2K———
Bogart Wealth, LLC
N/A—240-240-100%$2.8K———
Operose Advisors LLC
N/A—160-160-100%$1.9K———
Tower Research Capital LLC (TRC)
N/A—96-96-100%$1.1K———
Whittier Trust Co of Nevada Inc
N/A—50-50-100%$582———
Showing 324 of 324 institutions