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Nuveen Quality Municipal Inc (NAD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,644,333 from 1,373,096
Change+271,237 (+20%)
Value$16.6M (-$1.3K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares1,315,359 from 1,265,467
Change+49,892 (+4%)
Value$13.3M (-$2.0M)
Filed 2026-11-06
Eagle Bluffs Wealth Management LLC
INCREASED
Shares801,654 from 750,650
Change+51,004 (+7%)
Value$8.2M (-$981.4K)
Filed 2026-10-20
Cornerstone Advisory, LLC
DECREASED
Shares755,093 from 813,878
Change-58,785 (-7%)
Value$7.6M (-$2.2M)
Filed 2026-11-06
Melone Private Wealth, LLC
INCREASED
Shares667,338 from 569,497
Change+97,841 (+17%)
Value$6.8M (-$148.8K)
Filed 2026-10-16
Congress Park Capital LLC
INCREASED
Shares661,000 from 618,500
Change+42,500 (+7%)
Value$6.7M (-$806.9K)
Filed 2026-10-13
GFS Advisors, LLC
DECREASED
Shares482,475 from 525,720
Change-43,245 (-8%)
Value$4.9M (+$3.7M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares445,876 from 411,801
Change+34,075 (+8%)
Value$4.5M (-$478.8K)
Filed 2026-11-02
Deutsche Bank Ag\
UNCHANGED
Shares416,376 from 416,376
Change0 (0%)
Value$4.2M (-$832.8K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares303,901 from 305,660
Change-1,759 (-1%)
Value$3.1M (-$629.1K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares243,924 from 255,742
Change-11,818 (-5%)
Value$2.5K (-$3.1M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares225,888 from 122,291
Change+103,597 (+85%)
Value$2.5M (+$977.7K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares218,372 from 197,705
Change+20,667 (+10%)
Value$2.2M (-$186.3K)
Filed 2026-11-02
Wakefield Asset Management Lllp
INCREASED
Shares211,923 from 193,285
Change+18,638 (+10%)
Value$2.1M (-$198.3K)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares185,110 from 367,968
Change-182,858 (-50%)
Value$1.9M (-$2.5M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares177,407 from 86,288
Change+91,119 (+106%)
Value$1.8M (+$749.6K)
Filed 2026-10-16
Abel Hall, LLC
NEW
Shares150,000
Change+150,000
Value$1.5M
Filed 2026-10-19
Kuhn & Co Investment Counsel
INCREASED
Shares142,650 from 141,712
Change+938 (+1%)
Value$1.4M (-$273.9K)
Filed 2026-10-29
Gill Capital Partners, LLC
UNCHANGED
Shares132,609 from 132,609
Change0 (0%)
Value$1.3M (-$265.2K)
Filed 2026-10-13
XML Financial, LLC
INCREASED
Shares127,183 from 106,183
Change+21,000 (+20%)
Value$1.3M (+$154)
Filed 2026-10-29
Breakwater Capital Group
DECREASED
Shares119,899 from 125,400
Change-5,501 (-4%)
Value$1.2M (-$306.5K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares118,810 from 118,724
Change+86 (+0%)
Value$1.2M (-$236.6K)
Filed 2026-11-03
Ibex Wealth Advisors
DECREASED
Shares110,738 from 118,437
Change-7,699 (-6%)
Value$1.1M (-$314.8K)
Filed 2026-11-06
Indivisible Partners
DECREASED
Shares108,668 from 116,457
Change-7,789 (-7%)
Value$1.1M (-$311.7K)
Filed 2026-10-26
Focused Alpha, LLC
INCREASED
Shares98,522 from 82,205
Change+16,317 (+20%)
Value$997.0K (+$726)
Filed 2026-10-20
BNC Wealth Management, LLC
INCREASED
Shares94,142 from 44,372
Change+49,770 (+112%)
Value$952.7K (+$414.9K)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares93,871 from 103,138
Change-9,267 (-9%)
Value$950.0K (-$300.1K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares91,448 from 40,448
Change+51,000 (+126%)
Value$925.5K (+$435.2K)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares89,422 from 92,362
Change-2,940 (-3%)
Value$905.0K (-$214.5K)
Filed 2026-10-19
Silverlake Wealth Management LLC
INCREASED
Shares89,160 from 83,449
Change+5,711 (+7%)
Value$902.3K (-$109.1K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares83,340 from 85,539
Change-2,199 (-3%)
Value$843.4K (-$193.3K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares81,013 from 83,494
Change-2,481 (-3%)
Value$819.9K (-$192.1K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares76,376 from 50,844
Change+25,532 (+50%)
Value$772.9K (+$156.7K)
Filed 2026-11-05
MSH Capital Advisors LLC
UNCHANGED
Shares69,947 from 69,947
Change0 (0%)
Value$707.9K (-$139.9K)
Filed 2026-11-03
Avior Wealth Management, LLC
UNCHANGED
Shares69,717 from 69,717
Change0 (0%)
Value$705.5K (-$139.4K)
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
INCREASED
Shares68,919 from 67,825
Change+1,094 (+2%)
Value$697.5K (-$124.6K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
UNCHANGED
Shares63,042 from 63,042
Change0 (0%)
Value$638.0K (-$126.1K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares61,000 from 49,547
Change+11,453 (+23%)
Value$617.3K (+$16.8K)
Filed 2026-10-30
CFM Wealth Partners LLC
UNCHANGED
Shares57,144 from 57,144
Change0 (0%)
Value$578.3K (-$114.3K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares51,814 from 42,880
Change+8,934 (+21%)
Value$524.4K (+$4.6K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares51,639 from 52,498
Change-859 (-2%)
Value$522.6K (-$113.7K)
Filed 2026-11-03
Realta Investment Advisors
UNCHANGED
Shares48,897 from 48,897
Change0 (0%)
Value$494.8K (-$97.8K)
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares47,588 from 46,164
Change+1,424 (+3%)
Value$481.6K (-$77.9K)
Filed 2026-11-06
Melfa Wealth Management, Inc.
INCREASED
Shares44,178 from 24,465
Change+19,713 (+81%)
Value$447.1K (+$150.6K)
Filed 2026-11-06
Worthington Financial Partners, LLC
DECREASED
Shares43,036 from 43,128
Change-92 (0%)
Value$435.5K (-$87.2K)
Filed 2026-10-13
Valen Private Capital, LLC
NEW
Shares37,233
Change+37,233
Value$376.8K
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares36,942 from 44,465
Change-7,523 (-17%)
Value$372.4K (-$158.1K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares35,591 from 35,591
Change0 (0%)
Value$360.2K (-$71.2K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares33,599 from 15,793
Change+17,806 (+113%)
Value$340.0K (+$148.6K)
Filed 2026-10-30
Westview Management dba Westview Investment Advisors
DECREASED
Shares32,711 from 35,811
Change-3,100 (-9%)
Value$331.0K (-$103.0K)
Filed 2026-11-09
Creative Planning
INCREASED
Shares32,216 from 27,036
Change+5,180 (+19%)
Value$326.0K (-$1.7K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
INCREASED
Shares32,024 from 17,132
Change+14,892 (+87%)
Value$324.1K (+$116.4K)
Filed 2026-10-28
Summit Financial Consulting LLC
UNCHANGED
Shares31,605 from 31,605
Change0 (0%)
Value$319.8K (-$63.2K)
Filed 2026-10-15
D.A. Davidson & Co.
UNCHANGED
Shares30,091 from 30,091
Change0 (0%)
Value$304.5K (-$60.2K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares29,938 from 15,959
Change+13,979 (+88%)
Value$303.0K (+$110.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares29,902 from 47,869
Change-17,967 (-38%)
Value$302.6K (-$277.6K)
Filed 2026-10-08
Belpointe Asset Management LLC
UNCHANGED
Shares29,300 from 29,300
Change0 (0%)
Value$296.5K (-$58.6K)
Filed 2026-11-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$293.5K (-$58.0K)
Filed 2026-10-22
Fiera Capital Corp
DECREASED
Shares28,173 from 214,702
Change-186,529 (-87%)
Value$285.1K (-$2.3M)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares28,081 from 28,508
Change-427 (-1%)
Value$284.2K (-$61.3K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares28,072 from 1,072
Change+27,000 (+2519%)
Value$284.1K (+$271.1K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares27,303 from 27,473
Change-170 (-1%)
Value$282.0K (-$36.6K)
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares25,635 from 25,635
Change0 (0%)
Value$259.4K (-$51.3K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares25,600 from 25,600
Change0 (0%)
Value$259.1K (-$51.2K)
Filed 2026-11-03
Avestar Capital, LLC
UNCHANGED
Shares23,500 from 23,500
Change0 (0%)
Value$239.5K (-$47.0K)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
INCREASED
Shares23,093 from 22,529
Change+564 (+3%)
Value$248.0K (-$26.6K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares22,461 from 12,751
Change+9,710 (+76%)
Value$227.3K (+$72.8K)
Filed 2026-11-05
Uptown Financial Advisors LLC
UNCHANGED
Shares21,930 from 21,930
Change0 (0%)
Value$221.9K (-$43.9K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares21,685 from 12,089
Change+9,596 (+79%)
Value$219.4K (+$72.9K)
Filed 2026-11-06
King Luther Capital Management Corp
UNCHANGED
Shares21,453 from 21,453
Change0 (0%)
Value$217.1K (-$42.9K)
Filed 2026-11-05
Peddock Capital Advisors, LLC
UNCHANGED
Shares20,620 from 20,620
Change0 (0%)
Value$208.7K (-$41.2K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED
Shares20,340 from 20,340
Change0 (0%)
Value$205.8K (-$40.7K)
Filed 2026-10-21
Argyle Capital Partners, LLC
NEW
Shares20,100
Change+20,100
Value$203.4K
Filed 2026-10-23
Ellis Investment Partners, LLC
INCREASED
Shares19,900 from 17,234
Change+2,666 (+15%)
Value$201.4K (-$7.5K)
Filed 2026-10-21
Essex Bank
INCREASED
Shares19,727 from 11,086
Change+8,641 (+78%)
Value$199.6K (+$65.3K)
Filed 2026-10-16
David J Yvars Group
UNCHANGED
Shares19,300 from 19,300
Change0 (0%)
Value$195.3K (-$38.6K)
Filed 2026-10-09
International Assets Investment Management, LLC
INCREASED
Shares18,885 from 15,610
Change+3,275 (+21%)
Value$192.1K (+$3.3K)
Filed 2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares18,638 from 18,638
Change0 (0%)
Value$188.6K (-$37.3K)
Filed 2026-10-13
Ferguson Shapiro LLC
INCREASED
Shares18,526 from 18,199
Change+327 (+2%)
Value$187.5K (-$33.1K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares18,424 from 15,724
Change+2,700 (+17%)
Value$223.3K (+$32.7K)
Filed 2026-11-06
Barry Investment Advisors, LLC
UNCHANGED
Shares18,214 from 18,214
Change0 (0%)
Value$185.6K (-$36.4K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
INCREASED
Shares18,050 from 12,950
Change+5,100 (+39%)
Value$187.0K (+$30.0K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
UNCHANGED
Shares17,904 from 17,904
Change0 (0%)
Value$182.5K (-$35.8K)
Filed 2026-10-26
Sage Private Wealth Group, LLC
UNCHANGED
Shares16,787 from 16,787
Change0 (0%)
Value$169.9K (-$33.6K)
Filed 2026-10-21
Fruth Investment Management
INCREASED
Shares16,493 from 15,493
Change+1,000 (+6%)
Value$166 (-$21)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares15,977 from 15,882
Change+95 (+1%)
Value$161.7K (-$30.8K)
Filed 2026-10-23
Diligent Investors, LLC
INCREASED
Shares15,884 from 15,808
Change+76 (+0%)
Value$160.7K (-$30.9K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares15,827 from 18,264
Change-2,437 (-13%)
Value$160.2K (-$61.2K)
Filed 2026-11-06
Altus Wealth Group LLC
DECREASED
Shares15,632 from 15,832
Change-200 (-1%)
Value$158.2K (-$33.7K)
Filed 2026-10-20
LEE Johnson Capital Management, LLC
INCREASED
Shares15,543 from 15,361
Change+182 (+1%)
Value$157.3K (-$28.9K)
Filed 2026-11-09
AmeriServ Wealth Advisors
UNCHANGED
Shares15,504 from 15,504
Change0 (0%)
Value$156.9K (-$31.0K)
Filed 2026-10-21
Clark Asset Management, LLC
DECREASED
Shares15,500 from 24,006
Change-8,506 (-35%)
Value$156.9K (-$134.1K)
Filed 2026-10-19
Clean Yield Group
NEW
Shares15,389
Change+15,389
Value$155.7K
Filed 2026-10-28
Virtue Asset Management LLC
UNCHANGED
Shares15,281 from 15,281
Change0 (0%)
Value$154.6K (-$30.6K)
Filed 2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$156.5K (-$18.8K)
Filed 2026-10-21
Compass Financial Group, Inc
DECREASED
Shares14,851 from 15,974
Change-1,123 (-7%)
Value$150.3K (-$43.3K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares14,418 from 47,791
Change-33,373 (-70%)
Value$145.9K (-$433.3K)
Filed 2026-10-08
AlphaStar Capital Management, LLC
UNCHANGED
Shares14,403 from 14,403
Change0 (0%)
Value$145.8K (-$28.8K)
Filed 2026-10-16
Richard P Slaughter Associates Inc
NEW
Shares14,322
Change+14,322
Value$144.9K
Filed 2026-10-13
Institute for Wealth Management, Llc.
UNCHANGED
Shares13,804 from 13,804
Change0 (0%)
Value$139.7K (-$27.6K)
Filed 2026-11-06
BAR Harbor Wealth Management
UNCHANGED
Shares13,025 from 13,025
Change0 (0%)
Value$131.8K (-$26.1K)
Filed 2026-10-21
Balefire, LLC
INCREASED
Shares12,853 from 12,732
Change+121 (+1%)
Value$130.1K (-$24.2K)
Filed 2026-10-09
Camelot Portfolios, LLC
DECREASED
Shares12,848 from 12,910
Change-62 (0%)
Value$130.0K (-$26.4K)
Filed 2026-11-09
Wesbanco Bank Inc
UNCHANGED
Shares12,799 from 12,799
Change0 (0%)
Value$129.5K (-$25.6K)
Filed 2026-11-04
Davenport & Co LLC
UNCHANGED
Shares12,736 from 12,736
Change0 (0%)
Value$128.9K (-$25.5K)
Filed 2026-10-14
Midwest Trust Co
NEW
Shares12,703
Change+12,703
Value$128.6K
Filed 2026-10-22
Keystone Wealth Services, LLC
UNCHANGED
Shares12,654 from 12,654
Change0 (0%)
Value$125.4K (-$28.0K)
Filed 2026-11-03
Pecaut & Co.
NEW
Shares12,000
Change+12,000
Value$121.4K
Filed 2026-10-27
SMH Capital Advisors Inc
UNCHANGED
Shares11,715 from 11,715
Change0 (0%)
Value$118.6K (-$23.4K)
Filed 2026-10-29
Apollon Wealth Management, LLC
UNCHANGED
Shares11,680 from 11,680
Change0 (0%)
Value$118.2K (-$23.4K)
Filed 2026-10-23
Pathway Financial Advisers, LLC
INCREASED
Shares11,456 from 11,253
Change+203 (+2%)
Value$115.9K (-$20.5K)
Filed 2026-10-27
Ramiah Investment Group
INCREASED
Shares10,810 from 10,223
Change+587 (+6%)
Value$109.4K (-$14.5K)
Filed 2026-10-20
Strategic Advisors LLC
UNCHANGED
Shares10,589 from 10,589
Change0 (0%)
Value$107.2K (-$21.2K)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares10,503
Change+10,503
Value$106.3K
Filed 2026-11-03
Fiduciary Financial Group, LLC
UNCHANGED
Shares10,293 from 10,293
Change0 (0%)
Value$104.2K (-$20.6K)
Filed 2026-10-13
Carson Advisory Inc.
UNCHANGED
Shares10,115 from 10,115
Change0 (0%)
Value$102.4K (-$20.2K)
Filed 2026-11-06
Noble Wealth Management PBC
INCREASED
Shares9,977 from 9,836
Change+141 (+1%)
Value$101.0K (-$18.2K)
Filed 2026-10-01
Chung Wu Investment Group, LLC
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$95.1K (-$18.8K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares7,317 from 10,037
Change-2,720 (-27%)
Value$74.0K (-$47.6K)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares5,507
Change+5,507
Value$55.7K
Filed 2026-10-27
Cullen T Bankers, Inc.
DECREASED
Shares5,495 from 6,043
Change-548 (-9%)
Value$55.6K (-$17.6K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares5,148 from 24,317
Change-19,169 (-79%)
Value$52.1K (-$242.6K)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares4,142 from 2,226
Change+1,916 (+86%)
Value$41.9K (+$14.9K)
Filed 2026-11-09
Livelsberger Financial Advisory
NEW
Shares3,551
Change+3,551
Value$35.9K
Filed 2026-10-28
Advocate Investing Services LLC
UNCHANGED
Shares3,372 from 3,372
Change0 (0%)
Value$34.1K (-$6.7K)
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares3,222 from 3,165
Change+57 (+2%)
Value$32.6K (-$5.8K)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$30.3K (-$5.7K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares2,795 from 2,183
Change+612 (+28%)
Value$28.3K (+$1.8K)
Filed 2026-10-13
N.E.W. Advisory Services LLC
INCREASED
Shares2,615 from 2,569
Change+46 (+2%)
Value$26.5K (-$4.7K)
Filed 2026-11-09
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$25.1K (-$5.0K)
Filed 2026-10-23
Hurley Capital, LLC
UNCHANGED
Shares2,402 from 2,402
Change0 (0%)
Value$24.3K (-$4.8K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$21.5K (-$4.3K)
Filed 2026-10-20
IFG Advisory, LLC
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$19.7K (-$3.9K)
Filed 2026-11-09
FNY Investment Advisers, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$18 (-$3)
Filed 2026-10-16
Financial Management Professionals, Inc.
INCREASED
Shares1,752 from 1,732
Change+20 (+1%)
Value$17.9K (-$3.3K)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$16.3K (-$3.2K)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$15.7K (-$3.1K)
Filed 2026-10-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$14.9K (-$2.9K)
Filed 2026-11-03
Trust Co
UNCHANGED
Shares1,467 from 1,467
Change0 (0%)
Value$14.9K (-$2.9K)
Filed 2026-10-09
Towne Trust Company, N.a
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$14.6K (-$2.9K)
Filed 2026-10-28
Hartford Financial Management Inc.
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$11.9K (-$2.4K)
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$10.4K (-$2.0K)
Filed 2026-10-14
TFC Financial Management, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$10.3K (-$2.0K)
Filed 2026-10-26
CX Institutional
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$10 (-$2)
Filed 2026-10-02
Aspect Partners, LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$9.5K (-$1.9K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
NEW
Shares888
Change+888
Value$9.0K
Filed 2026-10-13
Adirondack Trust Co
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$6.8K (-$1.3K)
Filed 2026-10-14
Financial Consulate, Inc
DECREASED
Shares520 from 5,330
Change-4,810 (-90%)
Value$5.3K (-$59.3K)
Filed 2026-10-23
Bank of New Hampshire
NEW
Shares501
Change+501
Value$5.1K
Filed 2026-10-06
Highline Wealth Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$4.0K (-$800)
Filed 2026-10-19
Darwin Wealth Management, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$3.1K (-$616)
Filed 2026-11-09
Align Financial, LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$2.5K (-$488)
Filed 2026-10-16
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 213,893
Change-213,893 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-21
Worth Asset Management, LLC
CLOSED
Shares0 from 42,662
Change-42,662 (-100%)
Value$0 (-$517.1K)
Filed 2026-10-07
Sunpointe, LLC
CLOSED
Shares0 from 41,304
Change-41,304 (-100%)
Value$0 (-$500.6K)
Filed 2026-10-22
Brick & Kyle, Associates
CLOSED
Shares0 from 40,774
Change-40,774 (-100%)
Value$0 (-$468.9K)
Filed 2026-11-05
Ramsey Quantitative Systems
CLOSED
Shares0 from 36,000
Change-36,000 (-100%)
Value$0 (-$436.3K)
Filed 2026-10-22
Claro Advisors Inc.
CLOSED
Shares0 from 21,747
Change-21,747 (-100%)
Value$0 (-$263.6K)
Filed 2026-11-02
Langley Wealth Management, LLC
CLOSED
Shares0 from 20,368
Change-20,368 (-100%)
Value$0 (-$246.9K)
Filed 2026-11-04
Clearstead Advisors, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$242.4K)
Filed 2026-11-06
Keybank National Association
CLOSED
Shares0 from 16,921
Change-16,921 (-100%)
Value$0 (-$205.1K)
Filed 2026-11-04
Archford Capital Strategies, LLC
CLOSED
Shares0 from 16,604
Change-16,604 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-19
AlphaCore Capital LLC
CLOSED
Shares0 from 13,849
Change-13,849 (-100%)
Value$0 (-$168.8K)
Filed 2026-11-04
Plan Group Financial, LLC
CLOSED
Shares0 from 13,410
Change-13,410 (-100%)
Value$0 (-$162.5K)
Filed 2026-10-22
Bank of Montreal
CLOSED
Shares0 from 10,522
Change-10,522 (-100%)
Value$0 (-$127.5K)
Filed 2026-11-09
Mechanics Financial Corp
CLOSED
Shares0 from 8,500
Change-8,500 (-100%)
Value$0 (-$103.0K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 5,900
Change-5,900 (-100%)
Value$0 (-$71.5K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 1,877
Change-1,877 (-100%)
Value$0 (-$22.7K)
Filed 2026-10-21
Heritage Wealth Advisors
CLOSED
Shares0 from 1,003
Change-1,003 (-100%)
Value$0 (-$12.2K)
Filed 2026-11-09
LifeSteps Financial, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-27
Mascoma Wealth Management LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-23
Assetmark, Inc
CLOSED
Shares0 from 418
Change-418 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-21
First Command Advisory Services, Inc.
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$4.2K)
Filed 2026-11-05
First Horizon Corp
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-26
WPG Advisers, LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-27
Larson Financial Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$8)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 6,661,733
Change-6,661,733 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 3,620,112
Change-3,620,112 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,121,270
Change-3,121,270 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,790,256
Change-2,790,256 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,317,429
Change-2,317,429 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,071,280
Change-2,071,280 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,375,036
Change-1,375,036 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,361,907
Change-1,361,907 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,288,803
Change-1,288,803 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 990,972
Change-990,972 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 757,076
Change-757,076 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 742,472
Change-742,472 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 486,357
Change-486,357 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 396,856
Change-396,856 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 391,986
Change-391,986 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 371,722
Change-371,722 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 350,711
Change-350,711 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 301,523
Change-301,523 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 300,845
Change-300,845 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 300,646
Change-300,646 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 291,032
Change-291,032 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 253,680
Change-253,680 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 234,360
Change-234,360 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 221,852
Change-221,852 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 207,824
Change-207,824 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 195,686
Change-195,686 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 194,009
Change-194,009 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 152,238
Change-152,238 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 145,172
Change-145,172 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 133,581
Change-133,581 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 127,472
Change-127,472 (-100%)
Value—
&partners
N/A
Shares— from 121,168
Change-121,168 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 116,533
Change-116,533 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 115,182
Change-115,182 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 110,385
Change-110,385 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 107,739
Change-107,739 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 105,829
Change-105,829 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 102,744
Change-102,744 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 100,425
Change-100,425 (-100%)
Value—
KIM, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 96,436
Change-96,436 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 93,298
Change-93,298 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 92,000
Change-92,000 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 82,432
Change-82,432 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 80,250
Change-80,250 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 78,857
Change-78,857 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 75,611
Change-75,611 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 74,697
Change-74,697 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 65,325
Change-65,325 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,880
Change-60,880 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 60,829
Change-60,829 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 58,994
Change-58,994 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 58,329
Change-58,329 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 49,950
Change-49,950 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 47,659
Change-47,659 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 46,997
Change-46,997 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 46,375
Change-46,375 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 41,374
Change-41,374 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 37,796
Change-37,796 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 37,429
Change-37,429 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 35,683
Change-35,683 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,153
Change-34,153 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 33,124
Change-33,124 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 32,318
Change-32,318 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 28,689
Change-28,689 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 27,585
Change-27,585 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 27,493
Change-27,493 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 27,355
Change-27,355 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,261
Change-27,261 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 26,130
Change-26,130 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 25,733
Change-25,733 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 25,026
Change-25,026 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 21,890
Change-21,890 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,008
Change-20,008 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 19,865
Change-19,865 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 19,648
Change-19,648 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 17,973
Change-17,973 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 17,385
Change-17,385 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 17,220
Change-17,220 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 15,967
Change-15,967 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 15,542
Change-15,542 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,681
Change-14,681 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,335
Change-14,335 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 13,959
Change-13,959 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 13,905
Change-13,905 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 11,385
Change-11,385 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,371
Change-10,371 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 430
Change-430 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 342
Change-342 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 249
Change-249 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED1,644,3331,373,096+271,237+20%$16.6M$16.6M-$1.3K2026-10-13
LPL Financial LLC
INCREASED1,315,3591,265,467+49,892+4%$15.3M$13.3M-$2.0M2026-11-06
Eagle Bluffs Wealth Management LLC
INCREASED801,654750,650+51,004+7%$9.2M$8.2M-$981.4K2026-10-20
Cornerstone Advisory, LLC
DECREASED755,093813,878-58,785-7%$9.9M$7.6M-$2.2M2026-11-06
Melone Private Wealth, LLC
INCREASED667,338569,497+97,841+17%$6.9M$6.8M-$148.8K2026-10-16
Congress Park Capital LLC
INCREASED661,000618,500+42,500+7%$7.5M$6.7M-$806.9K2026-10-13
GFS Advisors, LLC
DECREASED482,475525,720-43,245-8%$1.2M$4.9M+$3.7M2026-11-03
Commonwealth Equity Services, LLC
INCREASED445,876411,801+34,075+8%$5.0M$4.5M-$478.8K2026-11-02
Deutsche Bank Ag\
UNCHANGED416,376416,37600%$5.0M$4.2M-$832.8K2026-11-06
Capital Investment Advisors, LLC
DECREASED303,901305,660-1,759-1%$3.7M$3.1M-$629.1K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED243,924255,742-11,818-5%$3.1M$2.5K-$3.1M2026-11-02
Prospera Financial Services Inc
INCREASED225,888122,291+103,597+85%$1.5M$2.5M+$977.7K2026-11-04
Kestra Advisory Services, LLC
INCREASED218,372197,705+20,667+10%$2.4M$2.2M-$186.3K2026-11-02
Wakefield Asset Management Lllp
INCREASED211,923193,285+18,638+10%$2.3M$2.1M-$198.3K2026-11-05
Savant Capital, LLC
DECREASED185,110367,968-182,858-50%$4.3M$1.9M-$2.5M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED177,40786,288+91,119+106%$1.0M$1.8M+$749.6K2026-10-16
Abel Hall, LLC
NEW150,000—+150,000——$1.5M—2026-10-19
Kuhn & Co Investment Counsel
INCREASED142,650141,712+938+1%$1.7M$1.4M-$273.9K2026-10-29
Gill Capital Partners, LLC
UNCHANGED132,609132,60900%$1.6M$1.3M-$265.2K2026-10-13
XML Financial, LLC
INCREASED127,183106,183+21,000+20%$1.3M$1.3M+$1542026-10-29
Breakwater Capital Group
DECREASED119,899125,400-5,501-4%$1.5M$1.2M-$306.5K2026-10-09
JFS Wealth Advisors, LLC
INCREASED118,810118,724+86+0%$1.4M$1.2M-$236.6K2026-11-03
Ibex Wealth Advisors
DECREASED110,738118,437-7,699-6%$1.4M$1.1M-$314.8K2026-11-06
Indivisible Partners
DECREASED108,668116,457-7,789-7%$1.4M$1.1M-$311.7K2026-10-26
Focused Alpha, LLC
INCREASED98,52282,205+16,317+20%$996.3K$997.0K+$7262026-10-20
BNC Wealth Management, LLC
INCREASED94,14244,372+49,770+112%$537.8K$952.7K+$414.9K2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED93,871103,138-9,267-9%$1.3M$950.0K-$300.1K2026-10-14
HUB Investment Partners, LLC
INCREASED91,44840,448+51,000+126%$490.2K$925.5K+$435.2K2026-11-03
Kercheville Advisors, LLC
DECREASED89,42292,362-2,940-3%$1.1M$905.0K-$214.5K2026-10-19
Silverlake Wealth Management LLC
INCREASED89,16083,449+5,711+7%$1.0M$902.3K-$109.1K2026-10-21
PNC Financial Services Group, Inc.
DECREASED83,34085,539-2,199-3%$1.0M$843.4K-$193.3K2026-11-06
Oppenheimer & Co Inc
DECREASED81,01383,494-2,481-3%$1.0M$819.9K-$192.1K2026-10-26
Fifth Third Bancorp
INCREASED76,37650,844+25,532+50%$616.2K$772.9K+$156.7K2026-11-05
MSH Capital Advisors LLC
UNCHANGED69,94769,94700%$847.8K$707.9K-$139.9K2026-11-03
Avior Wealth Management, LLC
UNCHANGED69,71769,71700%$845.0K$705.5K-$139.4K2026-10-13
Wealth Alliance Advisory Group, LLC
INCREASED68,91967,825+1,094+2%$822.0K$697.5K-$124.6K2026-10-14
Koshinski Asset Management, Inc.
UNCHANGED63,04263,04200%$764.1K$638.0K-$126.1K2026-10-29
Spire Wealth Management
INCREASED61,00049,547+11,453+23%$600.5K$617.3K+$16.8K2026-10-30
CFM Wealth Partners LLC
UNCHANGED57,14457,14400%$692.6K$578.3K-$114.3K2026-11-05
Bank of New York Mellon Corp
INCREASED51,81442,880+8,934+21%$519.7K$524.4K+$4.6K2026-11-05
RFG Advisory, LLC
DECREASED51,63952,498-859-2%$636.3K$522.6K-$113.7K2026-11-03
Realta Investment Advisors
UNCHANGED48,89748,89700%$592.6K$494.8K-$97.8K2026-10-14
Moors & Cabot, Inc.
INCREASED47,58846,164+1,424+3%$559.5K$481.6K-$77.9K2026-11-06
Melfa Wealth Management, Inc.
INCREASED44,17824,465+19,713+81%$296.5K$447.1K+$150.6K2026-11-06
Worthington Financial Partners, LLC
DECREASED43,03643,128-920%$522.7K$435.5K-$87.2K2026-10-13
Valen Private Capital, LLC
NEW37,233—+37,233——$376.8K—2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED36,94244,465-7,523-17%$530.5K$372.4K-$158.1K2026-10-13
Fortitude Advisory Group L.L.C.
UNCHANGED35,59135,59100%$431.4K$360.2K-$71.2K2026-10-15
Truist Financial Corp
INCREASED33,59915,793+17,806+113%$191.4K$340.0K+$148.6K2026-10-30
Westview Management dba Westview Investment Advisors
DECREASED32,71135,811-3,100-9%$434.0K$331.0K-$103.0K2026-11-09
Creative Planning
INCREASED32,21627,036+5,180+19%$327.7K$326.0K-$1.7K2026-11-02
Clear Creek Financial Management, LLC
INCREASED32,02417,132+14,892+87%$207.6K$324.1K+$116.4K2026-10-28
Summit Financial Consulting LLC
UNCHANGED31,60531,60500%$383.1K$319.8K-$63.2K2026-10-15
D.A. Davidson & Co.
UNCHANGED30,09130,09100%$364.7K$304.5K-$60.2K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED29,93815,959+13,979+88%$192.5K$303.0K+$110.5K2026-10-13
Farther Finance Advisors, LLC
DECREASED29,90247,869-17,967-38%$580.2K$302.6K-$277.6K2026-10-08
Belpointe Asset Management LLC
UNCHANGED29,30029,30000%$355.1K$296.5K-$58.6K2026-11-09
Indiana Trust & Investment Management Co
UNCHANGED29,00029,00000%$351.5K$293.5K-$58.0K2026-10-22
Fiera Capital Corp
DECREASED28,173214,702-186,529-87%$2.6M$285.1K-$2.3M2026-11-06
Independent Financial Group, LLC
DECREASED28,08128,508-427-1%$345.5K$284.2K-$61.3K2026-10-13
Parallel Advisors, LLC
INCREASED28,0721,072+27,000+2519%$13.0K$284.1K+$271.1K2026-11-03
Chicago Partners Investment Group LLC
DECREASED27,30327,473-170-1%$318.7K$282.0K-$36.6K2026-10-27
Duncker Streett & Co Inc
UNCHANGED25,63525,63500%$310.7K$259.4K-$51.3K2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED25,60025,60000%$310.3K$259.1K-$51.2K2026-11-03
Avestar Capital, LLC
UNCHANGED23,50023,50000%$286.5K$239.5K-$47.0K2026-10-28
Canvas Wealth Advisors, LLC
INCREASED23,09322,529+564+3%$274.6K$248.0K-$26.6K2026-11-02
US Bancorp \de\
INCREASED22,46112,751+9,710+76%$154.5K$227.3K+$72.8K2026-11-05
Uptown Financial Advisors LLC
UNCHANGED21,93021,93000%$265.8K$221.9K-$43.9K2026-10-15
Merit Financial Group, LLC
INCREASED21,68512,089+9,596+79%$146.5K$219.4K+$72.9K2026-11-06
King Luther Capital Management Corp
UNCHANGED21,45321,45300%$260.0K$217.1K-$42.9K2026-11-05
Peddock Capital Advisors, LLC
UNCHANGED20,62020,62000%$249.9K$208.7K-$41.2K2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED20,34020,34000%$246.5K$205.8K-$40.7K2026-10-21
Argyle Capital Partners, LLC
NEW20,100—+20,100——$203.4K—2026-10-23
Ellis Investment Partners, LLC
INCREASED19,90017,234+2,666+15%$208.9K$201.4K-$7.5K2026-10-21
Essex Bank
INCREASED19,72711,086+8,641+78%$134.4K$199.6K+$65.3K2026-10-16
David J Yvars Group
UNCHANGED19,30019,30000%$233.9K$195.3K-$38.6K2026-10-09
International Assets Investment Management, LLC
INCREASED18,88515,610+3,275+21%$188.7K$192.1K+$3.3K2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED18,63818,63800%$225.9K$188.6K-$37.3K2026-10-13
Ferguson Shapiro LLC
INCREASED18,52618,199+327+2%$220.6K$187.5K-$33.1K2026-10-16
Allworth Financial LP
INCREASED18,42415,724+2,700+17%$190.6K$223.3K+$32.7K2026-11-06
Barry Investment Advisors, LLC
UNCHANGED18,21418,21400%$222.0K$185.6K-$36.4K2026-10-14
Smith Chas P & Associates PA Cpas
INCREASED18,05012,950+5,100+39%$157.0K$187.0K+$30.0K2026-10-22
Great Lakes Retirement, Inc.
UNCHANGED17,90417,90400%$218.3K$182.5K-$35.8K2026-10-26
Sage Private Wealth Group, LLC
UNCHANGED16,78716,78700%$203.5K$169.9K-$33.6K2026-10-21
Fruth Investment Management
INCREASED16,49315,493+1,000+6%$187$166-$212026-10-13
Sowell Financial Services LLC
INCREASED15,97715,882+95+1%$192.5K$161.7K-$30.8K2026-10-23
Diligent Investors, LLC
INCREASED15,88415,808+76+0%$191.6K$160.7K-$30.9K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED15,82718,264-2,437-13%$221.4K$160.2K-$61.2K2026-11-06
Altus Wealth Group LLC
DECREASED15,63215,832-200-1%$191.9K$158.2K-$33.7K2026-10-20
LEE Johnson Capital Management, LLC
INCREASED15,54315,361+182+1%$186.2K$157.3K-$28.9K2026-11-09
AmeriServ Wealth Advisors
UNCHANGED15,50415,50400%$187.9K$156.9K-$31.0K2026-10-21
Clark Asset Management, LLC
DECREASED15,50024,006-8,506-35%$291.0K$156.9K-$134.1K2026-10-19
Clean Yield Group
NEW15,389—+15,389——$155.7K—2026-10-28
Virtue Asset Management LLC
UNCHANGED15,28115,28100%$185.2K$154.6K-$30.6K2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED15,00015,00000%$175.2K$156.5K-$18.8K2026-10-21
Compass Financial Group, Inc
DECREASED14,85115,974-1,123-7%$193.6K$150.3K-$43.3K2026-10-13
CoreCap Advisors, LLC
DECREASED14,41847,791-33,373-70%$579.2K$145.9K-$433.3K2026-10-08
AlphaStar Capital Management, LLC
UNCHANGED14,40314,40300%$174.6K$145.8K-$28.8K2026-10-16
Richard P Slaughter Associates Inc
NEW14,322—+14,322——$144.9K—2026-10-13
Institute for Wealth Management, Llc.
UNCHANGED13,80413,80400%$167.3K$139.7K-$27.6K2026-11-06
BAR Harbor Wealth Management
UNCHANGED13,02513,02500%$157.9K$131.8K-$26.1K2026-10-21
Balefire, LLC
INCREASED12,85312,732+121+1%$154.3K$130.1K-$24.2K2026-10-09
Camelot Portfolios, LLC
DECREASED12,84812,910-620%$156.5K$130.0K-$26.4K2026-11-09
Wesbanco Bank Inc
UNCHANGED12,79912,79900%$155.1K$129.5K-$25.6K2026-11-04
Davenport & Co LLC
UNCHANGED12,73612,73600%$154.4K$128.9K-$25.5K2026-10-14
Midwest Trust Co
NEW12,703—+12,703——$128.6K—2026-10-22
Keystone Wealth Services, LLC
UNCHANGED12,65412,65400%$153.4K$125.4K-$28.0K2026-11-03
Pecaut & Co.
NEW12,000—+12,000——$121.4K—2026-10-27
SMH Capital Advisors Inc
UNCHANGED11,71511,71500%$142.0K$118.6K-$23.4K2026-10-29
Apollon Wealth Management, LLC
UNCHANGED11,68011,68000%$141.6K$118.2K-$23.4K2026-10-23
Pathway Financial Advisers, LLC
INCREASED11,45611,253+203+2%$136.4K$115.9K-$20.5K2026-10-27
Ramiah Investment Group
INCREASED10,81010,223+587+6%$123.9K$109.4K-$14.5K2026-10-20
Strategic Advisors LLC
UNCHANGED10,58910,58900%$128.3K$107.2K-$21.2K2026-10-13
StoneX Group Inc.
NEW10,503—+10,503——$106.3K—2026-11-03
Fiduciary Financial Group, LLC
UNCHANGED10,29310,29300%$124.8K$104.2K-$20.6K2026-10-13
Carson Advisory Inc.
UNCHANGED10,11510,11500%$122.6K$102.4K-$20.2K2026-11-06
Noble Wealth Management PBC
INCREASED9,9779,836+141+1%$119.2K$101.0K-$18.2K2026-10-01
Chung Wu Investment Group, LLC
UNCHANGED9,4009,40000%$113.9K$95.1K-$18.8K2026-11-03
Lanark Financial, Inc.
DECREASED7,31710,037-2,720-27%$121.6K$74.0K-$47.6K2026-10-26
Latitude Advisors, LLC
NEW5,507—+5,507——$55.7K—2026-10-27
Cullen T Bankers, Inc.
DECREASED5,4956,043-548-9%$73.2K$55.6K-$17.6K2026-10-28
IFP Advisors, Inc
DECREASED5,14824,317-19,169-79%$294.7K$52.1K-$242.6K2026-10-16
Harbour Investments, Inc.
INCREASED4,1422,226+1,916+86%$27.0K$41.9K+$14.9K2026-11-09
Livelsberger Financial Advisory
NEW3,551—+3,551——$35.9K—2026-10-28
Advocate Investing Services LLC
UNCHANGED3,3723,37200%$40.9K$34.1K-$6.7K2026-10-26
Kingdom Financial Group Llc.
INCREASED3,2223,165+57+2%$38.4K$32.6K-$5.8K2026-11-04
Community Financial Services Group, LLC
UNCHANGED2,9752,97500%$36.0K$30.3K-$5.7K2026-10-15
Harbor Investment Advisory, LLC
INCREASED2,7952,183+612+28%$26.5K$28.3K+$1.8K2026-10-13
N.E.W. Advisory Services LLC
INCREASED2,6152,569+46+2%$31.1K$26.5K-$4.7K2026-11-09
Tradewinds Capital Management, LLC
UNCHANGED2,4842,48400%$30.1K$25.1K-$5.0K2026-10-23
Hurley Capital, LLC
UNCHANGED2,4022,40200%$29.1K$24.3K-$4.8K2026-11-05
Private Trust Co NA
UNCHANGED2,1262,12600%$25.8K$21.5K-$4.3K2026-10-20
IFG Advisory, LLC
UNCHANGED1,9491,94900%$23.6K$19.7K-$3.9K2026-11-09
FNY Investment Advisers, LLC
UNCHANGED1,8001,80000%$21$18-$32026-10-16
Financial Management Professionals, Inc.
INCREASED1,7521,732+20+1%$21.1K$17.9K-$3.3K2026-10-23
Creative Financial Designs Inc
UNCHANGED1,6111,61100%$19.5K$16.3K-$3.2K2026-11-04
Eastern Bank
UNCHANGED1,5531,55300%$18.8K$15.7K-$3.1K2026-10-05
Ascentis Wealth Management, LLC
UNCHANGED1,4701,47000%$17.8K$14.9K-$2.9K2026-11-03
Trust Co
UNCHANGED1,4671,46700%$17.8K$14.9K-$2.9K2026-10-09
Towne Trust Company, N.a
UNCHANGED1,4461,44600%$17.5K$14.6K-$2.9K2026-10-28
Hartford Financial Management Inc.
UNCHANGED1,1751,17500%$14.2K$11.9K-$2.4K2026-10-21
Mather Group, Llc.
UNCHANGED1,0241,02400%$12.4K$10.4K-$2.0K2026-10-14
TFC Financial Management, Inc.
UNCHANGED1,0201,02000%$12.4K$10.3K-$2.0K2026-10-26
CX Institutional
UNCHANGED1,0031,00300%$12$10-$22026-10-02
Aspect Partners, LLC
UNCHANGED94194100%$11.4K$9.5K-$1.9K2026-10-20
Meriwether Wealth & Planning, LLC
NEW888—+888——$9.0K—2026-10-13
Adirondack Trust Co
UNCHANGED66966900%$8.1K$6.8K-$1.3K2026-10-14
Financial Consulate, Inc
DECREASED5205,330-4,810-90%$64.6K$5.3K-$59.3K2026-10-23
Bank of New Hampshire
NEW501—+501——$5.1K—2026-10-06
Highline Wealth Partners LLC
UNCHANGED40040000%$4.8K$4.0K-$8002026-10-19
Darwin Wealth Management, LLC
UNCHANGED30830800%$3.7K$3.1K-$6162026-11-09
Align Financial, LLC
UNCHANGED24424400%$3.0K$2.5K-$4882026-10-16
Sightline Wealth Advisors, LLC
CLOSED0213,893-213,893-100%$2.6M$0-$2.6M2026-10-21
Worth Asset Management, LLC
CLOSED042,662-42,662-100%$517.1K$0-$517.1K2026-10-07
Sunpointe, LLC
CLOSED041,304-41,304-100%$500.6K$0-$500.6K2026-10-22
Brick & Kyle, Associates
CLOSED040,774-40,774-100%$468.9K$0-$468.9K2026-11-05
Ramsey Quantitative Systems
CLOSED036,000-36,000-100%$436.3K$0-$436.3K2026-10-22
Claro Advisors Inc.
CLOSED021,747-21,747-100%$263.6K$0-$263.6K2026-11-02
Langley Wealth Management, LLC
CLOSED020,368-20,368-100%$246.9K$0-$246.9K2026-11-04
Clearstead Advisors, LLC
CLOSED020,000-20,000-100%$242.4K$0-$242.4K2026-11-06
Keybank National Association
CLOSED016,921-16,921-100%$205.1K$0-$205.1K2026-11-04
Archford Capital Strategies, LLC
CLOSED016,604-16,604-100%$201.2K$0-$201.2K2026-10-19
AlphaCore Capital LLC
CLOSED013,849-13,849-100%$168.8K$0-$168.8K2026-11-04
Plan Group Financial, LLC
CLOSED013,410-13,410-100%$162.5K$0-$162.5K2026-10-22
Bank of Montreal
CLOSED010,522-10,522-100%$127.5K$0-$127.5K2026-11-09
Mechanics Financial Corp
CLOSED08,500-8,500-100%$103.0K$0-$103.0K2026-11-05
Founders Capital Management
CLOSED05,900-5,900-100%$71.5K$0-$71.5K2026-10-13
NBT Bank, N.A.
CLOSED01,877-1,877-100%$22.7K$0-$22.7K2026-10-21
Heritage Wealth Advisors
CLOSED01,003-1,003-100%$12.2K$0-$12.2K2026-11-09
LifeSteps Financial, Inc.
CLOSED0700-700-100%$8.5K$0-$8.5K2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED0640-640-100%$7.8K$0-$7.8K2026-10-27
Mascoma Wealth Management LLC
CLOSED0419-419-100%$5.1K$0-$5.1K2026-10-23
Assetmark, Inc
CLOSED0418-418-100%$5.1K$0-$5.1K2026-10-21
First Command Advisory Services, Inc.
CLOSED0349-349-100%$4.2K$0-$4.2K2026-11-05
First Horizon Corp
CLOSED0183-183-100%$2.2K$0-$2.2K2026-10-26
WPG Advisers, LLC
CLOSED0178-178-100%$2.2K$0-$2.2K2026-10-27
Larson Financial Group LLC
CLOSED01-1-100%$8$0-$82026-11-05
Acumen Wealth Advisors, LLC
CLOSED000—$1$0-$12026-11-05
Morgan Stanley
N/A—6,661,733-6,661,733-100%$80.7M———
Guggenheim Capital LLC
N/A—3,620,112-3,620,112-100%$43.9M———
UBS Group AG
N/A—3,121,270-3,121,270-100%$37.8M———
Wells Fargo & Company
N/A—2,790,256-2,790,256-100%$33.8M———
Bank of America Corp
N/A—2,317,429-2,317,429-100%$28.1M———
Raymond James Financial Inc
N/A—2,071,280-2,071,280-100%$25.1M———
Ameriprise Financial Inc
N/A—1,375,036-1,375,036-100%$16.7M———
McGowan Group Asset Management, Inc.
N/A—1,361,907-1,361,907-100%$16.5M———
Van Eck Associates Corp
N/A—1,288,803-1,288,803-100%$15.6M———
Royal Bank of Canada
N/A—990,972-990,972-100%$12.0M———
Stifel Financial Corp
N/A—757,076-757,076-100%$9.2M———
Cetera Investment Advisers
N/A—742,472-742,472-100%$9.0M———
NewEdge Advisors, LLC
N/A—486,357-486,357-100%$5.9M———
Osaic Holdings, Inc.
N/A—396,856-396,856-100%$4.8M———
Janney Montgomery Scott LLC
N/A—391,986-391,986-100%$4.8M———
Advisors Asset Management, Inc.
N/A—371,722-371,722-100%$4.5M———
Palogic Value Management, L.P.
N/A—350,711-350,711-100%$4.3M———
Cohen & Steers, Inc.
N/A—301,523-301,523-100%$3.7M———
LM Advisors LLC
N/A—300,845-300,845-100%$3.6M———
Allianz Asset Management GmbH
N/A—300,646-300,646-100%$3.6M———
AE Wealth Management LLC
N/A—291,032-291,032-100%$3.5M———
Rockefeller Capital Management L.P.
N/A—253,680-253,680-100%$3.1M———
OneDigital Investment Advisors LLC
N/A—234,360-234,360-100%$2.8M———
SIT Investment Associates Inc
N/A—221,852-221,852-100%$2.7M———
Invesco Ltd.
N/A—207,824-207,824-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—195,686-195,686-100%$2.4M———
Cerity Partners LLC
N/A—194,009-194,009-100%$2.4M———
Sanctuary Advisors, LLC
N/A—152,238-152,238-100%$1.8M———
Mutual Advisors, LLC
N/A—145,172-145,172-100%$1.8M———
Tyche Wealth Partners LLC
N/A—133,581-133,581-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—127,472-127,472-100%$1.5M———
&partners
N/A—121,168-121,168-100%$1.5M———
Baird Financial Group, Inc.
N/A—116,533-116,533-100%$1.4M———
Wealth Advisors of Tampa Bay, LLC
N/A—115,182-115,182-100%$1.4M———
Modern Wealth Management, LLC
N/A—110,385-110,385-100%$1.3M———
Cura Wealth Advisors, LLC
N/A—110,000-110,000-100%$1.3M———
XTX Topco Ltd
N/A—107,739-107,739-100%$1.3M———
Horizon Kinetics Asset Management LLC
N/A—105,829-105,829-100%$1.3M———
HighTower Advisors, LLC
N/A—102,744-102,744-100%$1.2M———
Everstar Asset Management, LLC
N/A—100,425-100,425-100%$1.2M———
KIM, LLC
N/A—100,000-100,000-100%$1.2M———
Summit Financial, LLC
N/A—96,436-96,436-100%$1.2M———
Summit Trail Advisors, LLC
N/A—93,298-93,298-100%$1.1M———
IHT Wealth Management, LLC
N/A—92,000-92,000-100%$1.1M———
Peak Asset Management, LLC
N/A—82,432-82,432-100%$999.1K———
Benjamin Edwards Inc
N/A—80,250-80,250-100%$972.6K———
Jane Street Group, LLC
N/A—78,857-78,857-100%$955.7K———
Northwestern Mutual Wealth Management Co
N/A—75,611-75,611-100%$916.4K———
Smith, Moore & Co.
N/A—74,697-74,697-100%$905.3K———
Regatta Research & Money Management
N/A—65,325-65,325-100%$791.7K———
Susquehanna International Group, LLP
N/A—60,880-60,880-100%$737.9K———
Mercer Global Advisors Inc
N/A—60,829-60,829-100%$737.2K———
BFC Planning, Inc.
N/A—58,994-58,994-100%$715.0K———
Focus Partners Wealth
N/A—58,329-58,329-100%$707.0K———
Wealth Care LLC
N/A—50,000-50,000-100%$606.0K———
Orleans Capital Management Corp
N/A—49,950-49,950-100%$605.4K———
MAI Capital Management
N/A—47,659-47,659-100%$577.6K———
Private Advisor Group, LLC
N/A—46,997-46,997-100%$569.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—46,375-46,375-100%$562.1K———
URS Advisory LLC
N/A—41,374-41,374-100%$501.5K———
PFG Investments, LLC
N/A—37,796-37,796-100%$458.1K———
Captrust Financial Advisors
N/A—37,429-37,429-100%$453.6K———
Snowden Capital Advisors LLC
N/A—35,683-35,683-100%$432.5K———
Advisory Services Network, LLC
N/A—34,153-34,153-100%$413.9K———
Pinnacle Financial Partners, Inc.
N/A—33,124-33,124-100%$401.5K———
Rothschild Investment LLC
N/A—32,318-32,318-100%$391.7K———
Gould Capital, LLC
N/A—28,689-28,689-100%$347.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—27,585-27,585-100%$334.3K———
Envestnet Portfolio Solutions, Inc.
N/A—27,493-27,493-100%$333.2K———
Insigneo Advisory Services, LLC
N/A—27,355-27,355-100%$331.5K———
Mariner, LLC
N/A—27,261-27,261-100%$330.4K———
Global Retirement Partners, LLC
N/A—26,130-26,130-100%$316.7K———
Integrated Wealth Concepts LLC
N/A—25,733-25,733-100%$311.9K———
Wealth Management Associates, Inc.
N/A—25,026-25,026-100%$303.3K———
Virtu Financial LLC
N/A—21,890-21,890-100%$265.0K———
Scotia Capital Inc.
N/A—21,500-21,500-100%$260.6K———
Two Sigma Securities, LLC
N/A—20,008-20,008-100%$242.5K———
Brown Advisory Inc
N/A—19,865-19,865-100%$240.8K———
Cary Street Partners Financial LLC
N/A—19,648-19,648-100%$238.1K———
Hollencrest Capital Management
N/A—17,973-17,973-100%$217.8K———
Widmann Financial Services, Inc.
N/A—17,385-17,385-100%$210.7K———
Maridea Wealth Management LLC
N/A—17,220-17,220-100%$208.7K———
NewEdge Wealth, LLC
N/A—17,000-17,000-100%$206.0K———
TRU Independence Asset Management 2, LLC
N/A—15,967-15,967-100%$194.6K———
Boothbay Fund Management, LLC
N/A—15,542-15,542-100%$188.4K———
World Investment Advisors
N/A—14,681-14,681-100%$174.1K———
Envestnet Asset Management Inc
N/A—14,335-14,335-100%$173.7K———
Sfmg, LLC
N/A—13,959-13,959-100%$169.2K———
Evolve Private Wealth, LLC
N/A—13,905-13,905-100%$169.5K———
Icon Wealth Advisors, LLC
N/A—12,246-12,246-100%$148.4K———
Cresset Asset Management, LLC
N/A—11,797-11,797-100%$143.7K———
Canal Capital Management, LLC
N/A—11,385-11,385-100%$138.0K———
Fort Point Capital Partners LLC
N/A—10,646-10,646-100%$129.8K———
VSM Wealth Advisory, LLC
N/A—10,630-10,630-100%$128.8K———
Quantinno Capital Management LP
N/A—10,371-10,371-100%$125.7K———
Beacon Pointe Advisors, LLC
N/A—10,191-10,191-100%$123.5K———
RWA Wealth Partners, LLC
N/A—10,000-10,000-100%$121.2K———
Allied Private Wealth LLC
N/A—6,224-6,224-100%$74.5K———
Ancora Advisors LLCA
N/A—5,385-5,385-100%$65.3K———
Delta Asset Management LLC
N/A—4,000-4,000-100%$48.5K———
Penserra Capital Management LLC
N/A—3,342-3,342-100%$40———
Atlantic Union Bankshares Corp
N/A—3,035-3,035-100%$36.8K———
Minot DeBlois Advisors LLC
N/A—3,000-3,000-100%$36.4K———
Whittier Trust Co of Nevada Inc
N/A—2,625-2,625-100%$31.5K———
Arax Advisory Partners
N/A—2,271-2,271-100%$27.5K———
JPMorgan Chase & Co
N/A—2,063-2,063-100%$24.9K———
Capital Analysts, LLC
N/A—2,063-2,063-100%$25.0K———
Ameritas Advisory Services, LLC
N/A—1,968-1,968-100%$23.9K———
SHP Wealth Management
N/A—1,960-1,960-100%$23.8K———
Ameriflex Group, Inc.
N/A—1,800-1,800-100%$21.8K———
Webster Bank, N. A.
N/A—1,689-1,689-100%$20.5K———
Jones Financial Companies Lllp
N/A—1,182-1,182-100%$14.2K———
Strategic Wealth Partners, Ltd.
N/A—727-727-100%$8.8K———
Federation des caisses Desjardins du Quebec
N/A—430-430-100%$5.2K———
SOA Wealth Advisors, Llc.
N/A—393-393-100%$4.8K———
Tiaa Wealth Investment Management LLC
N/A—351-351-100%$4.2K———
Fiduciary Financial Advisors
N/A—342-342-100%$4.1K———
JPL Wealth Management, LLC
N/A—296-296-100%$3.6K———
Tower Research Capital LLC (TRC)
N/A—249-249-100%$3.0K———
Millstone Evans Group, LLC
N/A—218-218-100%$2.6K———
IMA Advisory Services, Inc.
N/A—139-139-100%$1.7K———
Fourth Dimension Wealth, LLC
N/A—8-8-100%$97———
Showing 300 of 300 institutions